SHORT-RANGE ACTUARIAL PROJECTIONS

OF THE OLD-AGE, SURVIVORS, AND

DISABILITY INSURANCE PROGRAM, 2010

ACTUARIAL STUDY NO. 121

by Michael L. Stephens, A.S.A., and Chelsea A. Thomas

Social Security Administration

Office of the Chief Actuary

June 2011

SSA Pub. No. 11-11550
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FOREWORD

Actuarial Study No.121 describes the assumptions and methodology used to estimate the future short-range financial operations of

the Old-Age, Survivors, and Disability Insurance program as presented in the 2010 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 sixth 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), Actuarial Study No. 111 (December 1996),

Actuarial Study No. 115 (July 2001), and Actuarial Study No. 119 (August 2005).

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 over 200 tables shown in this study which provide only a summary of the detail of trust fund projections.

The authors, Michael L. Stephens and Chelsea A. Thomas, 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.socialsecurity.gov/OACT/NOTES/actstud.html. Additional copies of the study are available upon request. Please refer to

the back 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 back cover or via e-mail directed to Actuary@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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

A. ECONOMIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1. Productivity Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2. Price Inflation Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

3. Average Earnings Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

4. Assumed Real-Wage Differentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

5. Labor Force and Unemployment Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

6. Gross Domestic Product Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

7. Interest Rate Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

B. AUTOMATICALLY ADJUSTED PROGRAM PARAMETERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

C. DEMOGRAPHIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

1. Fertility Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

2. Death Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

3. Life Expectancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

4. Immigration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

D. PROGRAMMATIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1. Covered Workers and Coverage Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

2. Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

3. Disability Insured. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4. Disability Incidence Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

5. Disability Termination Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

III. BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

A. NUMBER OF DISABILITY INSURANCE (DI) BENEFICIARIES. . . . . . . . . . . . . . . . . . . . . . . . . . . 22

1. Workers who are Insured for Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2. Awards and Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

3. Terminations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

4. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

5. Withheld (Suspensions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

6. Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

7. Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

a. Minor Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

b. Disabled children of Disabled Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

c. Student Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

8. Young Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

9. Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

10. Quarterly Estimates of Disabled Workers and Auxiliaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

B. NUMBER OF OLD-AGE AND SURVIVORS INSURANCE (OASI) BENEFICIARIES . . . . . . . . . 83

1. Fully Insured Beneficiaries Aged 60 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

a. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

b. Awards: Establishing the Fully Insured Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

c. Awards: Establishing Retirement Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

d. Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

e. Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

f. Quarterly Retired Worker Projections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

2. Minor Children. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

3. Disabled Adult Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

4. Student Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

5. Quarterly Child Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

6. Young Spouses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

7. Mothers and Fathers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
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8. Quarterly Young Spouses and Mothers and Fathers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

9. Disabled Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

10. Uninsured Aged Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

11. Uninsured Aged Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

12. Parents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

13. Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

14. OASDI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

C. AVERAGE BENEFIT AT AWARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

1. Sample Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

2. Sample Composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

3. Simulated Samples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

4. Simulated Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

5. Benefit Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

6. Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

D. DISABILITY INSURANCE BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

2. Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

3. Benefits In Non-Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

a. Non-Current-Payment Benefits Other than AERO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

b. Non-Current-Payment Benefits due to AERO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

E. OLD-AGE AND SURVIVORS INSURANCE BENEFIT PAYMENTS. . . . . . . . . . . . . . . . . . . . . . . . 220

1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

2. Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

3. Benefits In Non-Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

4. Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

5. Dual-Entitlement Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

6. Quarterly Benefit Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

IV. TRUST FUND INCOME AND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

A. TRUST FUND INCOME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

1. FICA and SECA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

2. State Deposits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

3. Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

4. Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

5. Taxation of Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

6. Military Service Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

7. Benefits to Uninsured Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

B. TRUST FUND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

1. Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

2. Unnegotiated Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

3. Vocational Rehabilitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

4. Railroad Retirement Interchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

5. Administrative Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

C. TRUST FUND PROGRESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

1. OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

2. DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

A. LOW-COST ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

B. HIGH-COST ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
TABLE OF CONTENTS

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Appendices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

A. DETERMINATION OF THE WAGE BASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

B. SCHEDULED INCREASES IN NORMAL RETIREMENT AGE (NRA) . . . . . . . . . . . . . . . . . . . . . . 316

C. DISABLED WORKER INCIDENCE AND TERMINATION EXPOSURE . . . . . . . . . . . . . . . . . . . . . 317

D. DISABLED WORKER ADJUSTED INCIDENCE AND TERMINATION RATES . . . . . . . . . . . . . . 318

E. AVERAGE AGE OF DISABLED WORKERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

F. GLOSSARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
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II. ASSUMPTIONS

II.1 Principal Economic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

II.2 Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

II.3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . . 15

II.4 Cost-of-Living Benefit Increases, Average Wage and Average Wage Index Increases, 

OASDI Contribution and Benefit Base, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . 16

II.5 Selected OASDI Program Parameters Determined Under the Automatic-Adjustment Provisions . . . . . . . . 17

II.6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

II.7 Covered Workers in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

II.8 Covered Workers as a Percent of the Social Security Area Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

II.9 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

III. BENEFIT PAYMENTS

Disability Insurance Program—Number of Beneficiaries

III.A1 Workers Fully Insured for Old-Age and Survivors Insurance Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

III.A2 Social Security Area Population Under Normal Retirement Age . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

III.A3 Workers Under Normal Retirement Age Who Are Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

III.A4 Labor Force Participation Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

III.A5 Workers Insured in the Event of Disability as a Percent of Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

III.A6 Workers Insured in the Event of Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

III.A7 DI Disabled Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

III.A8 DI Disabled Worker Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

III.A9 DI Disabled Worker Awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

III.A10 DI Disabled Worker Total Termination Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

III.A11 DI Disabled Worker Termination Rates Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

III.A12 DI Disabled Worker Termination Rates Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

III.A13 DI Disabled Worker Termination Rates Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

III.A14 DI Disabled Worker Total Terminations and Conversions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

III.A15 DI Disabled Worker Terminations Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

III.A16 DI Disabled Worker Terminations Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

III.A17 DI Disabled Worker Terminations Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

III.A18 DI Disabled Worker Withheld Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

III.A19 DI Disabled Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

III.A20 DI Disabled Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

III.A21 Non-Orphan and Orphan Population, Under 18, in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . 51

III.A22 Minor Children of Disabled Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

III.A23 Awards to Minor Children of Disabled Workers, as a Percentage of the Non-Orphan Population . . . . . . . . 53

III.A24 Awards to Minor Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

III.A25 Minor Children of Disabled Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

III.A26 Minor Children of Disabled Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . 56

III.A27 Uninsured Population in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

III.A28 Disabled Children of Disabled Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

III.A29 Awards to Disabled Children of Disabled Workers, as a Percentage of the Uninsured Population . . . . . . . . 59

Table Description Page

LIST OF TABLES
viii

III.A30 Awards to Disabled Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

III.A31 Disabled Children of Disabled Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

III.A32 Disabled Children of Disabled Workers With Benefits Withheld,

as a Percentage of Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

III.A33 Disabled Children of Disabled Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . 63

III.A34 Student Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

III.A35 Young Spouses of Disabled Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

III.A36 Awards to Young Spouses of Disabled Workers, Per 1,000 Awards to Eligible Children of Disabled 

Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

III.A37 Awards to Young Spouses of Disabled Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

III.A38 Young Spouses of Disabled Workers With Benefits Withheld, as a Percentage of Young Spouses In Force 68

III.A39 Young Spouses of Disabled Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

III.A40 Young Spouses of Disabled Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . 70

III.A41 DI Awards to Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

III.A42 DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

III.A43 DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

III.A44 DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

III.A45 DI Young Wives of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

III.A46 DI Young Husbands of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

III.A47 DI Aged Wives of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

III.A48 DI Aged Husbands of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

III.A49 DI Total Spouses of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

III.A50 DI Minor Children of Disabled Workers With Benefits In Force,

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

III.A51 DI Disabled Children of Disabled Workers With Benefits In Force, 

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

III.A52 DI Student Children of Disabled Workers With Benefits In Force,

Awarded, Terminated, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Old-Age and Survivors Insurance Program—Number of Beneficiaries

III.B1 Population in the Social Security Area, Age 60 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

III.B2 OASI Workers Who Are Fully Insured, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

III.B3 Percent of the Population That Is Fully Insured, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

III.B4 Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

III.B5 Insured Aged Widows and Widowers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

III.B6 Insured Aged Spouses With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

III.B7 Total Fully Insured Aged Beneficiaries In Force, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

III.B8 Total Fully Insured Aged Beneficiaries In Force, Age 60 or Older as a Percentage of Fully

Insured Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
ix

III.B9 Retirement Rates for Fully Insured Aged OASI Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

III.B10 Awards to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

III.B11 Awards to Fully Insured Aged Widows and Widowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

III.B12 Awards to Fully Insured Aged Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

III.B13 Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

III.B14 Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force. . . . . . . . . . . . . . . . 106

III.B15 Fully Insured Aged Widows and Widowers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

III.B16 Fully Insured Aged Widows and Widowers With Benefits Withheld, as a Percentage of Insured Aged

Widow(ers) In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

III.B17 Fully Insured Aged Spouses With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

III.B18 Fully Insured Aged Spouses With Benefits Withheld, as a Percentage of Insured Aged Spouses In Force . 110

III.B19 Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

III.B20 Fully Insured Aged Widows and Widowers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . 112

III.B21 Fully Insured Aged Spouses With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

III.B22 Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

III.B23 Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

III.B24 Minor Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

III.B25 Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population . . . . . . . . . 117

III.B26 Awards to Minor Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

III.B27 Minor Children of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

III.B28 Minor Children of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . 120

III.B29 Minor Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

III.B30 Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population . . . . . . . . . . . . 122

III.B31 Awards to Minor Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

III.B32 Minor Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

III.B33 Minor Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . 125

III.B34 Disabled Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

III.B35 Disabled Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

III.B36 Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population . . . . . . . . . 128

III.B37 Awards to Disabled Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

III.B38 Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population . . . . . . . 130

III.B39 Awards to Disabled Children of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

III.B40 Disabled Children of Retired Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

III.B41 Disabled Children of Retired Workers With Benefits Withheld, as a Percentage of 

Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

III.B42 Disabled Children of Retired Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . 134

III.B43 Disabled Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

III.B44 Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of Disabled

Children In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

III.B45 Disabled Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . 137

III.B46 Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

III.B47 Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld,

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

III.B48 Children of Retired Workers With Benefits In Force and as a Percent of Male Retired Workers

In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
x

III.B49 Children of Retired Workers With Benefits In Current-Payment Status 

and as a Percent of Male Retired Workers In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

III.B50 Children of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

III.B51 Children of Deceased Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . 143

III.B52 Young Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

III.B53 Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers 145

III.B54 Awards to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

III.B55 Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force . 147

III.B56 Young Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

III.B57 Young Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . 149

III.B58 Young Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

III.B59 Awards to Young Widow(er)s of Deceased Workers, Per 1,000 Awards to Eligible Children of

Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

III.B60 Awards to Young Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

III.B61 Young Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Young

Widow(er)s In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

III.B62 Young Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

III.B63 Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . 155

III.B64 Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . . 156

III.B65 Young Husbands of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . . 157

III.B66 Mother Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . 158

III.B67 Father Beneficiaries In Force, Withheld, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . 159

III.B68 Disabled Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

III.B69 Awards to Disabled Widow(er)s as a Percentage of the Uninsured Population, 

Less Those Already In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

III.B70 Awards to Disabled Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

III.B71 Disabled Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Those In Force . . 163

III.B72 Disabled Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

III.B73 Disabled Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . 165

III.B74 Uninsured Aged Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

III.B75 Awards to Uninsured Aged Spouses of Retired Workers, as a Percentage of the Uninsured Population, 

Less Those Already In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

III.B76 Awards to Uninsured Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

III.B77 Uninsured Aged Spouses of Retired Workers With Benefits Withheld, as a Percentage of Those In Force . 169

III.B78 Uninsured Aged Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

III.B79 Uninsured Aged Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . 171

III.B80 Aged Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

III.B81 Aged Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . 173

III.B82 Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . 174

III.B83 Awards to Uninsured Aged Widow(er)s of Deceased Workers, as a Percentage of the Uninsured 

Population, Less Those Already In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

III.B84 Awards to Uninsured Aged Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

III.B85 Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of

Those In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

III.B86 Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . 178

III.B87 Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . 179
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III.B88 Aged Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

III.B89 Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . 181

III.B90 Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . . . . . 182

III.B91 Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . 183

III.B92 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

OASDI Average Award Amounts

III.C1 DI Average Monthly Benefit Awarded to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

III.C2 DI Average Monthly Benefit Awarded to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . . 191

III.C3 DI Average Monthly Benefit Awarded to Minor, Disabled, and Student Children of Disabled Workers . . . 192

III.C4 Average Monthly Benefit Awarded to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

III.C5 Average Monthly Benefit Awarded to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Disability Insurance Program—Benefit Payments

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

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

In Force, Awarded, Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

III.D12 DI Current-Payment Benefits to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

III.D13 DI Current-Payment Benefits to Young Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

III.D14 DI Current-Payment Benefits to Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

III.D15 DI Current-Payment Benefits to Total Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

III.D16 DI Current-Payment Benefits to Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

III.D17 DI Current-Payment Benefits to Total Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

III.D18 DI Non-Current-Payment Benefits, Other Than Benefits Due to AERO. . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

III.D19 Total AERO Benefits to DI Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

III.D20 DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries. . . . . . . . . . . . . . . . . 216

III.D21 DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers . . . . . . . . . . . . . . . . 217

III.D22 DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers. . . . . . . 218

III.D23 DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers . . . . . . 219
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

III.E2 Average Monthly Benefit to Young and Aged Spouses of Retired Workers In Current-Payment Status . . . 226

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

Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

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

Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

III.E11 Average Monthly Benefit to Special Age-72 Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . 235

III.E12 Current-Payment Benefits to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

III.E13 Current-Payment Benefits to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

III.E14 Current-Payment Benefits to Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

III.E15 Current-Payment Benefits to Total Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

III.E16 Current-Payment Benefits to Children of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

III.E17 Current-Payment Benefits to Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

III.E18 Current-Payment Benefits to OASI Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

III.E19 Current-Payment Benefits to Aged Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . . . . . 243

III.E20 Current-Payment Benefits to Mother and Father Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

III.E21 Current-Payment Benefits to Parents of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

III.E22 Current-Payment Benefits to Disabled Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . . 246

III.E23 Current-Payment Benefits to Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

III.E24 Non-Current-Payment Benefits to OASI Beneficiaries, Other Than Benefits Due to AERO . . . . . . . . . . . . 248

III.E25 Non-Current-Payment Benefits to OASI Beneficiaries by Type, Other Than Benefits Due to AERO . . . . . 249

III.E26 Total AERO Benefits to OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

III.E27 AERO Benefits to OASI Beneficiaries by Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

III.E28 Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

III.E29 OASI Beneficiaries Receiving a Retired Worker Benefit and a Spouse or Widow(er) Benefit 

As a Percentage of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

III.E30 Number of OASI Beneficiaries Receiving a Retired Worker Benefit and a Spouse or Widow(er) Benefit. . 254

III.E31 Number of OASI Beneficiaries Receiving Both a Retired Worker and Secondary Benefit, 

by Type of Secondary Benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

III.E32 Average Reduced Secondary Benefits for OASI Beneficiaries Receiving Both a Retired Worker 

and Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

III.E33 Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired Worker 

and Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
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III.E34 Adjusted Current-Payment Benefits, Non-Current-Payment Benefits, and Total Benefits to

OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

III.E35 Summary of OASDI Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

III.E36 Summary of OASDI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

III.E37 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

IV. TRUST FUND INCOME AND OUTGO

IV.1 Contribution Rates to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

IV.2 FICA, SECA, and State Deposit Revenue to the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

IV.3 FICA, SECA, and State Deposit Revenue to the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

IV.4 Income from Taxation of OASI and DI Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

IV.5 Benefits Withheld from Nonresident Aliens and Credited to the OASI and DI Trust Funds. . . . . . . . . . . . . 275

IV.6 Payments to the OASI and DI Trust Funds due to Military Service Credits . . . . . . . . . . . . . . . . . . . . . . . . . 276

IV.7 Reimbursements for Payments to Uninsured Persons Who Attained Age 72 Before 1968 . . . . . . . . . . . . . . 277

IV.8 Interest Paid to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

IV.9 Current-Payment Benefits from the OASI and DI Trust Funds Split by Payment Date and Method . . . . . . 279

IV.10 Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks. . . . . . . . . . . . . . . . . . . . . . 280

IV.11 Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds . . . . . . . . . . . . . . . 281

IV.12 Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program . . . . . . . . . . . . . . . 282

IV.13 Net Administrative Expenses from the OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

IV.14 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

IV.15 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

IV.16 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

IV.17 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

IV.18 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . 288

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS

Low Cost Assumptions

V.A1 Principal Economic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

V.A2 Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

V.A3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . . 293

V.A4 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and

Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

V.A5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . . 293

V.A6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

V.A7 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

V.A8 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

V.A9 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

V.A10 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

V.A11 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

V.A12 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

V.A13 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

V.A14 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . 300

High Cost Assumptions

V.B1 Principal Economic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

V.B2 Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
xiv

V.B3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . . 304

V.B4 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and

Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

V.B5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . . 304

V.B6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

V.B7 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

V.B8 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

V.B9 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

V.B10 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

V.B11 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

V.B12 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310

V.B13 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

V.B14 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . 311

Appendices

B Legislated Changes in Normal Retirement Age and Delayed Retirement

Credits, for Persons Reaching Age 62 in Each Year 1986 and Later . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

E Average Age of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
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1 DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2019 . . . . . . . . . . . . . . . . . . . 30

2 OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2019. . . . . . . . . . . . . . . . . 92

3 Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2009 . . . . . . . . 185

4 Summary of OASDI Benefit Payments, Calendar Year 2009. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

5 Income of the Combined OASI and DI Trust Funds, Calendar Year 2009. . . . . . . . . . . . . . . . . . . . . . 289

7 Assets of the Combined OASI and DI Trust Funds, as of December 31, 2009 . . . . . . . . . . . . . . . . . . 289

6 Outgo of the Combined OASI and DI Trust Funds, Calendar Year 2009. . . . . . . . . . . . . . . . . . . . . . . 289

8 Trust Fund Ratios of the OASI and DI Trust Funds, Calendar Years 1980-2019. . . . . . . . . . . . . . . . . 289

9 Trust Fund Ratios of the OASI Trust Fund, by Alternative, Calendar Years 1980-2019 . . . . . . . . . . . 312

10 Trust Fund Ratios of the DI Trust Fund, by Alternative, Calendar Years 1980-2019. . . . . . . . . . . . . . 312

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

Calendar Years 1980-2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Figure Description Page

LIST OF FIGURES
xvi
1

SHORT-RANGE ACTUARIAL PROJECTIONS OF THE

OLD-AGE, SURVIVORS, AND DISABILITY INSURANCE PROGRAM, 2010

I. BACKGROUND

Actuarial Study No. 121 describes the assumptions and

methodology used to estimate the future short-range financial operations of the Old-Age, Survivors, and Disability

Insurance program as presented in the 2010 OASDI Trustees

Report. The principal economic and demographic assumptions are set by the Social Security Board of Trustees. The

same methodology described herein for the Trustees Report

is also used to estimate the future short-range financial operations of the OASDI program for the Administration’s Budget and the Budget’s Mid-Session Review processes.

However, the principal economic assumptions for the Budget projections are set by the Office of Management and

Budget (OMB).

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 various subperiods

for evaluation. Short-range estimates provide an indicator of

the program’s ability to pay benefits over the next several

years. By monitoring these estimates, 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,

administrative expenses, net transfers to the Railroad

Retirement program, and vocational rehabilitation

expenses, or “cost” during the year.

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

taxes on covered earnings plus income taxes from the

taxation of OASDI benefits (on a liability basis), 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) the cost of

the program (defined in the first bullet), 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 2010 Trustees

Report1 intermediate set of assumptions, an actuarial deficit

of 1.92 percent of taxable payroll is projected. This represents the difference between the summarized income rate of

14.01 percent, and the corresponding cost rate of 15.93 percent. Other 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, demo1 The 2010 Annual Report of the Board of Trustees of the Federal Old-Age

and Survivors Insurance and Federal Disability Insurance Trust Funds

(August 9, 2010), available on the Social Security website at

www.ssa.gov/OACT/TR/2010/tr2010.pdf.

2 Long-Range OASDI Projection Methodology, Intermediate Assumptions

of the 2010 Trustees Report (August 2010), available on the Social Security website at www.ssa.gov/OACT/TR/2010/documentation_2010.pdf.
2

graphic, 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.
Assumptions

3

II. ASSUMPTIONS

Income to and outgo from the OASI and DI Trust Funds

depend on many economic, demographic, and program-specific assumptions and methods. These include productivity,

inflation, average earnings, 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 is

based on the principal economic and demographic

assumptions set by the Social Security Board of Trustees, and it represents the Trustees’ consensus estimates

of the most likely future economic and demographic

conditions.

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

relatively 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 2010 Trustees

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

high-cost alternatives. All projections within this study

reflect the estimated effect of health care reform legislation

on the OASDI program.

Estimates for the Administration’s Budget and the Budget’s

Mid-Session Review are prepared under a different set of

assumptions, based on principal economic assumptions set

by OMB. Such estimates are not included in this study.

A. ECONOMIC ASSUMPTIONS

An econometric model designed by the Office of the Chief

Actuary, Revenue Estimates and Economic Analysis Group,

projects values for key OASDI program-related variables

based, in part, on the economic assumptions. These variables

include total and average wages in OASDI covered employment, the number of workers in covered employment, automatic cost-of-living adjustments (COLAs), and average

wages used for Social Security indexing purposes.

Tables II.1 and II.2 summarize respectively the principal

economic assumptions and additional economic factors

under the intermediate estimates that are critical to the projections of the future financial status of the combined OASI

and DI Trust Funds. 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-V.A3 and V.B1-V.B2.

1. Productivity Assumptions

Total U.S. economy productivity is defined as the ratio of

real gross domestic product (GDP) to hours worked by all

workers.1 The rate of change in total economic productivity

is a major determinant in the growth of average earnings.

The annual increase in total productivity averaged 2.3, 1.2,

1.2, 1.8, and 2.1 percent over the economic cycles 1966-73,

1973-78, 1978-89, 1989-2000, and 2000-07, respectively.

The ultimate annual increases in productivity are assumed to

be 2.0, 1.7, and 1.4 percent for the low-cost, intermediate,

and high-cost assumptions, respectively.

For the intermediate assumptions, the annual change in productivity is assumed to be 3.7 percent for 2010 and

1.6 percent for 2011. Thereafter, the annual change is

assumed to average 1.5 percent through 2019. The annual

rate is assumed to reach its ultimate value of 1.7 percent in

2020 when the economy has fully recovered. For the lowcost assumptions, the annual change in productivity is

assumed to be 4.2 percent for 2010 and 1.7 percent for 2011.

The annual change is assumed to average 1.6 percent over

the 2011 to 2019 period, and reach its ultimate value of

2.0 percent thereafter. For the high-cost assumptions, the

annual change in productivity is assumed to be 3.3 percent

for 2010 and 1.4 percent for 2011. The annual change is

assumed to average 1.4 percent over the 2011 to 2019

period, and remain at that value thereafter.

2. Price Inflation Assumptions

Future changes in the Consumer Price Index for Urban Wage

Earners and Clerical Workers (hereafter denoted as CPI) will

directly affect the OASDI program through the automatic

cost-of-living benefit increases. Future changes in the GDP

price index (hereafter, the GDP deflator) affect the nominal

levels of GDP, wages, self-employment income, average

earnings, and taxable payroll.

Historically, the CPI increased at an average annual rate of

4.6 percent for the 40 years from 1968 to 2008, the result of

1 Historical levels of real GDP are from the Bureau of Economic Analysis’

(BEA) National Income and Product Accounts (NIPA). Historical total

hours worked is an unpublished series provided by the Bureau of Labor

Statistics (BLS), and is for all U.S. Armed Forces and civilian employment.
Assumptions

4

average annual increases of 6.5, 6.0, 3.2, and 2.8 percent for

the 10-year periods 1968-78, 1978-88, 1988-98, and 1998-

2008, respectively. The GDP deflator increased at an average

annual rate of 4.1 percent over the same period, the result of

average annual increases of 6.3, 5.2, 2.5, and 2.4 percent for

the same respective 10-year periods. For 2009, the annual

change was -0.7 percent for the CPI and is estimated to be

1.2 percent for the GDP deflator.

The ultimate annual increases in the CPI are assumed to be

1.8, 2.8, and 3.8 percent for the low-cost, intermediate, and

high-cost assumptions, respectively. These rates of increase

reflect a belief that future inflationary shocks will likely be

offset by succeeding periods of relatively slow inflation due

to persistent international competition, and that future monetary policy will be similar to that of the last 20 years, with its

strong emphasis on holding the growth rate in prices to relatively low levels.

For each alternative, the ultimate annual increase in the GDP

deflator is assumed to be equal to the annual increases in the

CPI minus a 0.3, 0.4, and 0.5 percentage point price differential for the low-cost, intermediate, and high-cost alternatives,

respectively. Varying the ultimate projected price differential

across alternatives better recognizes the historical variation

in this concept. Hence, for the 2009 report, the ultimate

annual increase in the GDP deflator is assumed to be 1.5 (1.8

less 0.3), 2.4 (2.8 less 0.4), and 3.3 (3.8 less 0.5) percent for

the low-cost, intermediate, and high-cost alternatives,

respectively.

For the intermediate assumptions, the annual change in the

CPI is assumed to be 2.0 percent for 2010. As the economy

moves on a path toward full employment, the annual change

is assumed to increase gradually from 1.7 percent in 2011 to

the ultimate growth rate of 2.8 percent in 2014 and later.

Because the actual level of the CPI in the third quarter of

2009 was below the level of the CPI in the third quarter of

2008, there was no automatic cost-of-living benefit increase

for December 2009. Because the assumed level of the CPI in

the third quarter of 2010 is still below the level of the CPI in

the third quarter of 2008, no automatic cost-of-living benefit

increase is projected for December 2010. Automatic cost-ofliving benefit increases are projected to resume in December

2011 and occur in each subsequent year.

For the low-cost assumptions, the annual change in the CPI

is assumed to average 1.5 percent for 2010 and 2011. The

annual change in the CPI is assumed to increase from

1.6 percent for 2012 to its ultimate assumed annual change

of 1.8 percent for 2013 and later. For the high-cost assumptions, the annual change in the CPI is assumed to average

2.3 percent for 2010 and 2011. The annual change in the CPI

is assumed to increase from 4.3 percent for 2012 to 4.4 percent for 2013, then decrease to its ultimate assumed annual

change of 3.8 percent for 2014 and later.

The ultimate annual increase in the GDP deflator is assumed

to be equal to the annual increase in the CPI minus a price

differential. The price differential is based primarily on

methodological differences in the construction of the two

indices. For the 2010 report, the ultimate annual increase in

the GDP deflator is assumed to be equal to the annual

increases in the CPI minus a 0.3, 0.4, and 0.5 percentage

point price differential for the low-cost, intermediate, and

high-cost alternatives, respectively. Varying the ultimate projected price differential across alternatives recognizes the

historical variation in this concept. Accordingly, for the 2010

report, the ultimate annual increase in the GDP deflator is

assumed to be 1.5 (1.8 less 0.3), 2.4 (2.8 less 0.4), and 3.3

(3.8 less 0.5) percent for the low-cost, intermediate, and

high-cost alternatives, respectively.

The price differential is estimated to be -1.8 percentage

points for 2009. Under the intermediate assumptions, the

price differential is projected to be 0.7 percentage point for

2010. This swing in the price differential is due to the

decline in oil prices for 2009 and the projected rise to a

higher level for 2010. Changes in oil prices affect the CPI

much more than the GDP deflator because oil represents a

much larger share of U.S. consumption than of U.S. production. Oil prices are assumed to behave less cyclically after

2010 as the economy recovers. The price differential is

assumed to be 0.3 percentage point in 2011 and

0.4 percentage point in 2012 and later.

3. Average Earnings Assumptions

The average level of nominal earnings in OASDI covered

employment for each year has a direct effect on the size of

the taxable payroll and on the future level of average benefits. In addition, under the automatic adjustment provisions

in the law, growth in the average wage in the U.S. economy

directly affects certain parameters used in the OASDI benefit

formulas and additional parameters used for the computation

of the contribution and benefit base, the exempt amounts

under the retirement earnings test, the amount of earnings

required for a quarter of coverage, and in certain circumstances, the automatic cost-of-living benefit increases.

Average U.S earnings is defined as the ratio of the sum of

total U.S. wage and salary disbursements and proprietor

income to the sum of total U.S. military and civilian employment. The growth rate in average U.S. earnings for any

period is equal to the combined growth rates for total U.S.

economy productivity, average hours worked, the ratio of

earnings to compensation (which includes fringe benefits),

the ratio of compensation to GDP, and the GDP deflator.

Assumed future growth rates in productivity and the GDP

deflator are discussed in the previous two sections.
Assumptions

5

The average annual change in average hours worked was

-0.3 percent over the last 40 years. The ultimate annual rates

of change for average hours worked are assumed to be 0.1,

0.0, and -0.1 percent for the low-cost, intermediate, and

high-cost assumptions, respectively.

The average annual change in the ratio of earnings to compensation was -0.2 percent from 1968 to 2008. Baseline

growth rates in this ratio were updated to reflect the estimated effects of legislation since the 2009 Report. For the

2010 report, the assumed annual rates of change in the ratio

of wages to employee compensation average 0.0, -0.1, and

-0.2 percent for the low-cost, intermediate, and high-cost

assumptions, respectively. Under the intermediate assumptions, the ratio of wages to employee compensation is projected to decline from 0.810 for 2009 to 0.742 for 2084. The

ratio of compensation to GDP is assumed to be stable at

0.648 after 2019.

Over long periods, the average annual growth rate in the

average wage in OASDI covered employment (henceforth

the “average covered wage”) is expected to be very close to

the average annual growth rate in average U.S. earnings. For

the intermediate assumptions, the annual rate of change in

the average covered wage is assumed to be -0.6 percent for

2009, which reflects the recession low point. As the economy recovers, the annual rate of change in the average covered wage is assumed to average 4.5 percent from 2010 to

2012 and 4.4 percent from 2013 to 2019.

4. Assumed Real-Wage Differentials

For simplicity, real increases in the average OASDI covered

wage have traditionally been expressed in the form of realwage differentials—i.e., the percentage change in the average covered wage minus the percentage change in the CPI.

This differential is closely related to assumed growth rates in

average earnings and productivity, which are discussed in the

previous section. For the 40-year period including 1969 to

2008, the real-wage differential averaged 0.8 percentage

point. The assumed ultimate annual average covered realwage differentials are 1.8, 1.2, and 0.6 percentage point(s)

for the low-cost, intermediate, and high-cost assumptions,

respectively.

Based on preliminary data, the real-wage differential is estimated to be 0.0 percentage point for 2009. For the intermediate assumptions, the real-wage differential is projected to be

3.1 percentage points for 2010 and to average 2.3 percentage

points from 2011 to 2013, reflecting the economic recovery.

Thereafter, the real-wage differential is assumed to gradually

decline to 1.3 percentage points in 2019. For the low-cost

assumptions, the real-wage differential is projected to be 3.6

percentage points for 2010 and to average 2.2 percentage

points from 2010 to 2019. For the high-cost assumptions, the

real-wage differential is projected to be 2.4 percentage points

for 2010, to vary between 1.4 and 1.8 percentage points

between 2011 and 2016, and then to decline to

0.8 percentage point by 2019.

5. Labor Force and Unemployment Projections

The civilian labor force is projected by age, sex, marital status, and presence of children. Projections of the labor force

participation rates for each subgroup take into account disability prevalence, educational attainment, the average level

of Social Security retirement benefits, the state of the economy, and the change in life expectancy. The projections also

include a “cohort effect” that applies differences in participation rates for a cohort at a specific age, relative to earlier

cohorts at the same age, to participation rates for that cohort

at older ages.

The annual rate of growth in the size of the labor force

decreased from an average of about 2.1 percent during the

1970s and 1980s to about 1.1 percent from 1990 to 2009.

Further slowing of labor force growth is projected due to a

substantial slowing of growth in the working age population

in the future—a natural consequence of the baby-boom generation approaching retirement and succeeding lower-birthrate cohorts reaching working age. Under the intermediate

assumptions, the labor force is projected to increase by about

0.7 percent per year, on average, through 2019.

The unemployment rates are in the most commonly cited

form, the civilian rate. The total civilian unemployment rates

presented reflect the projected levels of unemployment for

various age-sex subgroups of the population. The unemployment rate for each subgroup is projected based on a specification (consistent with Okun’s Law2) relating changes in the

unemployment rate to the changes in the economic cycle, as

measured by the ratio of actual to potential GDP. For each

alternative, the total civilian unemployment rate is projected

to move toward the ultimate assumed rate as the economy

moves toward the long-range sustainable growth path.

The ultimate assumed unemployment rates on an age-sexadjusted basis are 4.5, 5.5, and 6.5 percent for the low-cost,

intermediate, and high-cost assumptions, respectively, and

they are reached in 2019.

6. Gross Domestic Product Projections

The real growth rate in GDP equals the combined growth

rates for total employment, productivity, and average hours

worked. Total employment is the sum of the U.S. Armed

Forces and total civilian employment, which is based on the

projected total civilian labor force and unemployment rates.

For the 40-year period from 1968 to 2008, the average

growth rate in real GDP was 3.0 percent, combining the

2 Okun’s Law is an empirical relationship between the change in the aggregate

unemployment rate and the percentage change in real GDP.
Assumptions

6

approximate growth rates of 1.5, 1.7, and -0.3 percent for its

components—total employment, productivity, and average

hours worked, respectively.

For the intermediate assumptions, the average annual growth

in real GDP is projected to be 3.0 percent from 2009 to

2019, the approximate sum of component growth rates of

1.1 percent for total employment, 1.7 percent for productivity, and 0.1 percent for average hours worked. This projected

average annual growth in real GDP of 3.0 percent can also

be separated into an underlying sustainable trend rate of

change of 2.3 percent for this period, plus an above-trend

growth rate of 0.7 percent that is mostly associated with a

relatively rapid increase in employment as the economy

recovers and the unemployment rate falls from near 10.0

percent in 2009 to its assumed ultimate level of 5.5 percent

in 2018. 

For the low-cost assumptions, annual growth in real GDP is

projected to average 3.5 percent over the decade ending in

2019. The relatively faster growth is due mostly to higher

assumed rates of growth for employment and worker productivity. For the high-cost assumptions, annual growth in

real GDP is projected to average 2.4 percent for the decade

ending in 2019.

7. Interest Rate Projections

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. Special-issue investments bear nominal interest rates

determined by a formula. The current formula sets the rate

applicable in a given month to the average market yield on

marketable interest-bearing securities of the Federal government which are not due or callable until after 4 years from

the date the rate is determined. The average yield is then

rounded to the nearest eighth of 1 percent. This formula

became effective with the October 1960 rate. The rate is

determined on the last business day of the month preceding

the month of issue.

The real interest rate is defined to be the annual compound

yield rate for investments in these securities divided by the

annual rate of growth in the CPI for the first year after issuance. The real rate shown for each year reflects the actual

realized (historical) or expected (future) annual real yield on

securities issuable in the prior year.

In developing a reasonable range of assumed ultimate future

real interest rates for the three alternatives, historical experience was examined for the 40 years, 1969-2008, and for each

of the 10-year subperiods, 1969-78, 1979-88, 1989-98, and

1999-2008. For the 40-year period, the real interest rate averaged 2.8 percent per year. For the four 10-year subperiods,

the real interest rates averaged 0.3, 4.5, 4.3, and 2.2 percent,

respectively. The assumed ultimate real interest rates are

3.6 percent, 2.9 percent, and 2.1 percent for the low-cost,

intermediate, and high-cost assumptions, respectively, and

are unchanged from the 2009 report. These ultimate real

interest rates, when combined with the ultimate CPI assumptions of 1.8, 2.8, and 3.8 percent, yield ultimate nominal

interest rates of about 5.4 percent for the low-cost assumptions, about 5.7 percent for the intermediate assumptions,

and about 5.9 percent for the high-cost assumptions. These

ultimate nominal rates are assumed to be reached by the end

of 2019.

The actual average annual nominal interest rate was

3.6 percent for 2008, which means that assets newly invested

in 2008 would increase by 3.6 percent a year later, with

interest. Because average prices actually declined from 2008

to 2009 by 0.7 percent, the purchasing power of assets

invested in 2008 actually increased by about 4.4 percent a

year later. Therefore, the annual real interest rate for 2009 is

4.4 percent. For the next 10-year short-range projection

period, nominal interest rates are projected based on changes

in the business cycle and in the CPI. Under the intermediate

assumptions, the nominal interest rate is projected to rise to

6.1 percent in 2014 before declining to the ultimate assumed

level of 5.7 percent for 2019. For the low-cost assumptions,

the average annual nominal interest rate is assumed to reach

an ultimate level of about 5.4 percent for 2018. For the highcost assumptions, it is assumed to peak at 7.0 percent for

2013, and then decline to an ultimate rate of about

5.9 percent by 2018.

Monthly and average annual nominal interest rates are

shown in table II.3, along with 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 data of

the cash flow of the trust funds. Dividing total interest

earned by the sum of the average balances for each half-year

produces the desired effective rate. This average trust fund

balance method is used to compute effective interest rates

throughout the historical and projected periods, with historical values based on administrative data and projected values

based on our projections of daily trust fund balances and

interest collections.
Assumptions

7

B. AUTOMATICALLY ADJUSTED PROGRAM PARAMETERS

The Social Security Act specifies that certain program

parameters affecting the determination of OASDI benefits

and taxes are to be adjusted annually in a manner to reflect

changes in particular economic measures. The law prescribes specific formulas that, when applied to reported statistics, produce automatic revisions in these program

parameters and hence in the benefit and tax computations.

These automatic adjustments are based on measured changes

in the national average wage index (AWI)3 and the CPI.4 In

this section, values are shown for program parameters that

are subject to automatic adjustment, from the time that such

adjustments became effective through 2019. Projected values for future years are based on the economic assumptions

described in the preceding sections of this study.

Tables II.4 and II.5 present the historical and projected values, under the intermediate economic assumptions, of the

CPI-based benefit increases, as well as the AWI series and

the values of many of the wage-indexed program parameters. Projections under the alternative assumptions are presented in tables V.A4-V.A5 and V.B3-V.B4.

Table II.4 includes:

• The annual percentage increases which have been

applied to OASDI benefits under automatic cost-of-living adjustment provisions in the Social Security Act. In

December 2009, there was no cost-of-living adjustment.

Under all three sets of economic assumptions, no costof-living adjustment is projected for December of 2010.

Cost-of-living adjustments are projected to return for

December 2011 and later. 

• The annual levels of and percentage increases in the

AWI. Under section 215(b)(3) of the Social Security

Act, the AWI for each year after 1950 is used to index

the taxable earnings of most workers first becoming eligible for benefits in 1979 or later. This procedure converts a worker’s past earnings to approximately

equivalent values near the time of the worker’s benefit

eligibility, and these indexed values are used to calculate

the worker’s benefit amount. The AWI for 2008 is

$41,334.97, and it is used to adjust most of the other

program parameters that are subject to the automaticadjustment provisions.

• The wage-indexed contribution and benefit base—the

maximum amount of earnings for the specified year that

are subject to the OASDI payroll tax and creditable

toward benefit computation. The Social Security Act

prohibits an increase in this base if there is no cost-ofliving adjustment effective for December of the previous year. The OASDI contribution and benefit base for

2010 is $106,800, which is unchanged from the 2009

level. 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 $106,800 or more in wages will pay the

maximum $6,621.60 in OASDI taxes in 2010. Refer to

appendix A for details on determining the wage base.

• The wage-indexed retirement earnings test exempt

amounts—the annual amount of earnings below which

beneficiaries are not subject to benefit withholding. A

lower exempt amount applies in years before a beneficiary attains normal retirement age (NRA). A higher

amount applies for the year in which the beneficiary

attains normal retirement age. The retirement test does

not apply beginning with the attainment of normal

retirement age. The Social Security Act prohibits an

increase in these exempt amounts if there is no cost-ofliving adjustment effective for December of the preceding year. The retirement test exempt amounts for 2010

are $14,160 for beneficiaries under NRA, and $37,680

for those at NRA. These amounts are unchanged from

their 2009 levels.

Table II.5 includes:

• The bend points in the formula for computing the primary insurance amount (PIA) for workers who reach

age 62, become disabled, or die in a given year. For

2010, the bend points are $761 and $4,586. For a worker

retiring at age 62 in 2010, the PIA is determined as follows: (90 percent of the first $761 of AIME) +

(32 percent of AIME in excess of $761 but not in excess

of $4,586) + (15 percent of AIME in excess of $4,586).

• The bend points in the formula used to compute the

maximum total amount of monthly benefits payable on

the basis of the earnings of a retired or deceased worker.

For 2010, the bend points in the maximum family benefit (MFB) formula are $972, $1,403, and $1,830. For a

retired worker retiring at age 62 in 2010, the MFB is

determined as follows: (150 percent of the first $972 of

PIA) + (272 percent of PIA in excess of $972 but not in

excess of $1,403) + (134 percent of PIA in excess of

$1,403 but not in excess of $1,830) + (175 percent of

PIA in excess of $1,830).

• The amount of earnings required in a year to be credited

with a quarter of coverage (QC). The number and timing

of QCs earned is used to determine an individual’s

insured status—the basic requirement for benefit eligibility under OASDI. The amount of earnings required to

receive one QC in 2010 is $1,120.

3 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).

4 Details of these indexation procedures are published annually in the Federal Register, and are also available on the Social Security website at

www.socialsecurity.gov/OACT/COLA/index.html.
Assumptions

8

• The “old-law” contribution and benefit base—the contribution and benefit base that would have been in effect

in each year after 1977 under the automatic-adjustment

provisions as in effect before the enactment of the 1977

amendments. This old-law base is used in determining

special-minimum benefits for certain workers who have

many years of low earnings in covered employment.

Beginning in 1986, the old-law base is also used in the

calculation of OASDI benefits for certain 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 the

Employee Retirement Income Security Act of 1974

(ERISA). The Social Security Act prohibits an increase

in this base if there is no cost-of-living adjustment effective for December of the preceding year. The old-law

base in 2010 is $79,200, which is unchanged from the

2009 level.

Details on determining each year’s average wage index and

related OASDI program amounts are described in a separate

actuarial note.5

In addition to the program amounts affecting the determination of OASDI benefits that reflect changes in the economy,

there are certain legislated changes that have affected, and

will affect, benefits. Two such changes are the scheduled

increases in the NRA and in the delayed retirement credits.

The scheduled changes in these two important items and

their effect on benefits expressed as a percentage of PIA are

shown in appendix B.

C. DEMOGRAPHIC ASSUMPTIONS

The Demographic Analysis and Alternative Models Group,

Office of the Chief Actuary, prepares estimates of the Social

Security area population based on the principal demographic

assumptions set by the OASDI Trustees. Table II.6 summarizes these principal demographic assumptions under the

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

regarding the alternative assumptions, refer to tables V.A6

and V.B5.

1. Fertility Rate

During the period from 1976-90, the total fertility rate rose

from 1.74 children per woman to 2.07. In the 1990s, the total

fertility rate was fairly stable, around 2.00 children per

woman. Since 2000, the total fertility rate has been consistently above 2.00, and was 2.12 in 2006.

Based on preliminary data for 2007 and 2008, the total fertility rate is assumed to remain at a level of 2.12 children per

woman for 2007 and decrease to 2.09 for both 2008 and

2009. For all three alternatives, the total fertility rate is then

assumed to follow a gradual trend toward the selected ultimate levels.

For the intermediate projections, the assumed ultimate total

fertility rate of 2.0 children per woman is attained in 2034

after a gradual decline from the assumed 2009 level of 2.09.

In contrast, ultimate levels of fertility for low-cost and highcost alternatives by 2034 are 2.3 and 1.7, respectively. Estimates are based on recent fertility rates and evolving trends

in age-specific birth rates.

2. Death Rate

Between 1979 and 2006, the total age-sex-adjusted death

rate (for all causes combined) declined at an average annual

rate of 0.89 percent per year.

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

decreasing steadily during the entire projection period. The

intermediate assumption projects a total reduction of approximately 7 percent from the 2009 level by 2019. In contrast,

over the same period the low-cost alternative projects a total

reduction of roughly 2 percent; while the high-cost alternative projects a total reduction of 14 percent.

3. Life Expectancy

Period life expectancy, or average remaining number of

years expected prior to death, is calculated for a given year

using the actual or expected death rates at each age for that

year. It is a useful summary statistic for illustrating the overall level of the death rates experienced in a single year. It is

thus closely related to the age-sex-adjusted death rate discussed above. Period life expectancy for a particular year

may be viewed as the expected remaining life at a selected

age only if it is assumed that there is no change in death rates

after that year.

Under intermediate assumptions, period life expectancy for a

newborn increases from 75.6 years in 2009 to 77.0 years by

2019 for a male; and from 80.3 years in 2009 to 81.1 years in

2019 for a female. Period life expectancy at age 65 increases

from 17.2 years in 2009 to 17.9 years by 2019 for a male;

and from 19.7 years in 2009 to 20.1 years in 2019 for a

female.

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

newborn increases to 76.2 years for a male and 80.5 years for

a female, by 2019. Period life expectancy at age 65 increases

to 17.5 years for a male and remains constant at 19.7 years

for a female, by 2019.

5 Actuarial Note No. 133: Average Wages for 1985-90 for Indexing Under

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

1992), available on the Social Security website at www.ssa.gov/OACT/

NOTES/n1990s.html.
Assumptions

9

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

newborn increases to 77.8 years for a male and 81.8 years for

a female, by 2019. Period life expectancy at age 65 increases

to 18.5 years for a male and 20.7 years for a female, by

2019.6

4. Immigration

Assumptions are made for annual legal immigration, legal

emigration, other immigration, and other emigration. Legal

immigration consists of persons who are granted legal permanent resident (LPR) status. Legal emigration consists of

those legal immigrants and native-born citizens who leave

the Social Security area population. Net legal immigration is

then calculated as the difference between legal immigration

and legal emigration. Other immigration consists of immigrants who enter the Social Security area in a given year and

stay to the end of that year without having LPR status, such

as undocumented immigrants and temporary foreign workers

and students. Other emigration consists of other immigrants

who leave the Social Security area population or who adjust

their status to LPR. Net other immigration is then calculated

as the difference between other immigration and other emigration. Net immigration refers to the sum of net legal immigration and net other immigration.

Since 2003, legal immigration has increased, reaching about

1,200,000 for 2005 and 2006. For 2007 and 2008, legal

immigration decreased to about 1,100,000. Legal immigration in excess of 1,000,000 reflects the concerted effort in

recent years to reduce the backlog of pending applications

for legal permanent resident (LPR) status.

For the intermediate alternative, the remaining backlog of

pending applications is assumed to be eliminated by the end

of 2010, and thereafter legal immigration is assumed to be

1,000,000 persons per year. For the low-cost and high-cost

alternatives, annual legal immigration is ultimately assumed

to be 1,200,000 persons and 800,000 persons, respectively. 

The ratios of annual emigration to legal immigration are

assumed to be 20, 25, and 30 percent for the low-cost, intermediate, and high-cost alternatives, respectively. Combining

the annual legal immigration and emigration assumptions

results in ultimate net legal immigration of 750,000 persons

per year under the intermediate alternative. For the low-cost

and high-cost scenarios, ultimate annual net legal immigration is 960,000 persons and 560,000 persons, respectively.

The average number of persons entering the other-immigrant

population in the period 2000 through 2006 is estimated to

have been about 1,500,000 persons per year. During the

same period, the number of other immigrants who left the

Social Security area or adjusted status to become LPRs is

estimated to have been about 960,000 per year. Thus, annual

net other immigration during this time period is estimated to

have averaged approximately 540,000 persons.

By 2011, net other immigration is projected to be about

425,000 persons per year. After 2010, net other immigration

is projected to decline steadily. In contrast, annual net other

immigration for the low-cost alternative is projected to rise

to about 625,000 by 2011 before starting to decline. Annual

net other immigration for the high-cost alternative is projected to decline immediately and remain at a level between

230,000 to 240,000 throughout the short-range period.

Details of the various factors used to derive the demographic

assumptions are described in a separate actuarial study.7

D. PROGRAMMATIC ASSUMPTIONS

Table II.9 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.A7 and V.B6.

1. Covered Workers and Coverage Rate

A covered worker in a given year is any worker with some

earnings in that year creditable for Social Security purposes.

The projection of the number of covered workers is developed within the econometric model referred to earlier. The

coverage rate summarizes the number of covered workers

during the year as a percentage of the working-age population in the Social Security area. Table II.7 shows historical

and projected counts of covered workers, and table II.8

shows analogous coverage rates, by sex of worker. The overall coverage rate for both sexes combined is shown in table

II.9.

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)8 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. The fully insured population

is developed for each year (historical and projected) according to the following steps:

6 For details on life expectancies, refer to Actuarial Study No. 120: Life

Tables for the United States Social Security Area 1900-2100 (Felicitie C.

Bell and Michael L. Miller, August 2005), available on the Social Security

website at www.ssa.gov/OACT/NOTES/s2000s.html.

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

1997 (Felicitie Bell, August 1997), available on the Social Security website at www.ssa.gov/OACT/NOTES/s1990s.html.

8 In 2010, a worker receives one QC (up to a maximum of four) for each

$1,120 of annual covered earnings. This dollar amount is indexed each

year by increases in average wages.
Assumptions

10

1. Using data from the CWHS (Continuous Work History

Sample) on quarters of coverage, historical arrays are

established, by sex and single year of age, which represent counts of newly insured workers, i.e. workers who

have just attained sufficient quarters of coverage to be

insured (for ages 62 or older, this means 40 or more

quarters of coverage). Because of unavoidable lags in

earnings data for recent historical years, the newly

insured counts are revised each year for the three most

recent years. Therefore, the two most recent years have

incomplete data.

2. Newly insured counts by sex and single year of age are

then divided by corresponding covered worker counts,

to produce arrays of newly insured rates. For each sex

and cohort, a weighted average of these rates is formed

for the five most recent historical years with complete

data (skipping the two most recent years). These

weighted averages are then multiplied against projected

covered worker numbers, resulting in an extension into

the projection years of the newly insured worker arrays.

3. The newly insured population arrays are then accumulated, by summing over each sex and cohort from the

year that fully insured status is attained, and applying

survival rates. The survival rates are derived from the

death rates that were used in the population projection,

as described in “Death Rate” on page 8. For the projection of the newly insured population, however, the death

rates are reduced by 20 percent, to produce figures that

align well with beneficiary data, as described later. The

accumulation of newly insured counts produces a preliminary set of fully insured population arrays.

4. The preliminary fully insured counts by sex and single

year of age are divided, cell by cell, by corresponding

counts of the Social Security area population, to produce

preliminary arrays of fully insured prevalence rates. The

prevalence rates for each sex are smoothed by age from

23 to 69 using a moving-weighted average formula that

considers the 8 neighboring ages for a given age (e.g.

the prevalence rate at age 23 is a weighted average of

the rates at ages 19 to 27). The prevalence rates under

age 23 are not smoothed because they are so highly

related to the coverage rates, while the prevalence rates

over age 70 are not smoothed because of the use of beneficiary data in step 7, which overrides any rates calculated in this step.

5. The age-smoothed prevalence rates are limited to a

maximum value. For females, that value is 93.5 percent

for all years and all ages. For males, the maximum prevalence rate at all ages is 97.0 percent for years before

1981 and 96.0 percent for years after 2002; the maximum value is linearly interpolated between 1981 and

2002. The smoothed fully insured counts are calculated

at ages 23 to 69 by multiplying the smoothed prevalence

rates by the corresponding population.

6. The prevalence rates, which have been smoothed by

age, are next smoothed in relation to the rates for the

prior year, if the rates are being calculated for a year

after the last year of CWHS data (a year after 2007 for

the 2010 Trustees Report). Two types of limits on yearto-year changes in prevalence rates are enforced. First,

there is a limit on the amount by which the rate can drop

or increase in one year. That limit is 2.0 percent for both

males and females under age 21. For females age 25 and

older, the limit is 1.0 percent, and the limit for ages 21 to

24 are obtained linear interpolation. The limit for males

age 30 and older is 0.5, and the limits for ages 21 to 29

are obtained by grading between the appropriate agesex-specified limits mentioned above. Second, there is a

limit on the amount by which the prevalence rate can

decrease from the last historical rate (in 2007). The limits vary only by age and are 10.0 percent for all individuals under age 21, 4.0 percent for all individuals age 23

or older, and ages 21 and 22 are obtained by linear interpolation. Again, once the prevalence rates have been

smoothed by year, the smoothed fully insured counts are

recalculated for any age-sex combination where the

prevalence rate changed by multiplying the smoothed

prevalence rate by the corresponding population.

7. The fully insured counts which have been smoothed by

age and year are then “corrected” with the use of actual

in force data for ages 65 and over in the historical period

(through the end of 2009 for the 2010 Trustees Report).

For each age and sex, we combine counts of the two

types of beneficiaries who must be fully insured (retired

and disabled workers) with estimates of two types of

aged beneficiaries who are fully insured, even though

that insured status is not required for that benefit

(insured aged widow(er)s and insured aged spouse beneficiaries). At ages 65 to 69, we also add an estimate for

people who are insured but have not yet begun receiving

a benefit. For ages 70 or older, we rely completely on

actual in force data from recent years, operating under

the assumption that by age 70, virtually all fully insured

individuals have chosen to receive a benefit.

8. The prevalence rates for ages 65 and over for a projected year are determined on a cohort basis, so that the

prevalence rate for a given age and sex equals the rate

for that sex in the prior year at the prior age. Again, once

the prevalence rates have been determined, the fully

insured counts are recalculated for each age 65 and over

by multiplying the beneficiary-based prevalence rate by

the corresponding population.

9. Finally, the prevalence rates at ages 61 to 64 are recalculated by linear interpolation between the rates for ages
Assumptions

11

60 and 65, and the fully insured counts are redetermined. The result is the final set of arrays of fully

insured rates, and companion counts of fully insured

population.

Overall fully insured rates are shown in table II.9. Detailed

treatments of the fully insured population and fully insured

rates, by sex and age group, appear in table III.A3 (for the

population under normal retirement age) and tables III.B2

and III.B3 (for the population age 60 or older). The overall

fully insured rate has grown from approximately 73 percent

at the end of 1975 to 83 percent at the end of 2009. It is

expected to reach 88 percent by the end of 2019. This historical and projected growth is attributable largely to the

increase in the female labor force participation experienced

during the last two decades.

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 disability insured rates shown in table II.9 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 has

grown from 59.3 percent at the end of 1975 to 70.8 percent at

the end of 2009. It is expected to increase only slightly, to

70.9 percent, by the end of 2019, as labor force pariticipation

rates stabilize.

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 1992.

The period 1992-2000 is 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 this

period. Higher incidence rates over the period 2001-05 represented a notable departure from the experience of the preceding decade, which generally showed modest annual

declines in the age-sex-adjusted disability incidence rate.

These higher rates were likely due in large part to the slowdown in economic growth experienced during that period.

Incidence rates for 2006-07 dropped back somewhat from

these values. However, disability incidence increased in

2008 and 2009, and the recession is expected to cause even

higher incidence rates over the next few years, followed by

somewhat lower rates as the economy recovers.

Furthermore, a special administrative activity undertaken by

SSA beginning in 2001 has also contributed slightly to the

upsurge in disabled worker awards. This special workload

was the result of discovering a substantial number of current

or former recipients of Supplemental Security Income (SSI)

benefits whose disability-insured status under the DI program was not previously recognized. As this special disability workload has been processed over the past several years,

and as that processing is expected to be completed in 2011,

the resulting disability awards have contributed, and will

contribute, to temporarily higher incidence rates than would

have been expected as part of longer term underlying trends. 

The intermediate estimates assume an age-sex-adjusted incidence rate of roughly 5.2 disabled workers per thousand

insured by the end of the short-range period (2019); the corresponding estimates for the low-cost and high-cost alternatives are 4.4 and 6.0 disabled workers per thousand insured,

respectively.

5. Disability Termination Rate

Most disabled worker benefits are terminated as a result of

death or conversion to retired worker 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

conversions to retired worker benefits, as well as fewer

deaths.

In 2003, the termination rate fell sharply reflecting a large

decline in conversions as the normal retirement age began to

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

result, a portion of the annual conversions are deferred from

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

The overall termination rate (reflecting all causes) increased

in 2009 as the gradual increase in the normal retirement age

temporarily ceased at 66 years. For more details, see Terminations: Conversion in section III. Benefit Payments.

The intermediate estimates assume a termination rate

(reflecting all causes) of roughly 88 terminations per thousand disabled worker beneficiaries by the end of the shortrange period (2019); the corresponding estimates for the
Assumptions

12

low-cost and high-cost alternatives are 93 and 83 terminations per thousand disabled worker beneficiaries, respectively.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. 122.9

9 Actuarial Study No. 122: Social Security Disability Insurance Program

Worker Experience (Tim Zayatz, May 2011), to be available on the Social

Security website at www.ssa.gov/OACT/NOTES/actstud.html.
Assumptions

13

Sources:

• Historical real GDP is from the National Income and Product Accounts (NIPA) and is published in the Survey of Current Business, Bureau of Economic Analysis (BEA), Department of Commerce.

• Historical GDP price index is from the BEA’s NIPA and is published in various issues of the Survey of Current Business.

• Historical CPI-W series is from the Bureau of Labor Statistics (BLS), Department of Labor.

• Historical total hours worked is an unpublished series provided by the BLS.

• Historical average wages in covered employment are from the Annual Statistical Supplement, Social Security Administration.

• Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A1 and V.B1 for low-cost and high-cost alternatives, respectively.

Table II.1.—Principal Economic Assumptions

(Calendar years 1975-2019)

Calendar year

Annual percentage change in--

Productivity:

Total U.S.

economya

Earnings as a

percent of

compensationb

Average

hours workedc

GDP

price indexd

Annual average

wage in covered

employmente

Consumer

Price Indexf

Real-wage

differentialg

1975......................... 2.7 -1.0 -1.8 9.5 6.5 9.1 -2.6

1976......................... 2.4 -.9 -.4 5.7 8.3 5.7 2.6

1977......................... 1.0 -.7 -.1 6.4 6.9 6.5 .4

1978......................... .8 -.3 .4 7.0 12.9 7.7 5.2

1979......................... .4 -.3 -.1 8.3 9.4 11.4 -2.0

1980......................... .0 -.6 -.8 9.1 7.0 13.4 -6.4

1981......................... 2.3 -.4 -.9 9.4 9.9 10.3 -.3

1982......................... -.5 -.5 -.7 6.1 6.8 6.0 .8

1983......................... 2.7 -.2 .5 3.9 4.3 3.0 1.3

1984......................... 2.0 -.1 .9 3.8 6.8 3.5 3.3

1985......................... 1.8 .0 .3 3.0 4.9 3.5 1.4

1986......................... 2.3 .0 -1.1 2.2 4.8 1.6 3.3

1987......................... .5 .4 .2 2.8 4.3 3.6 .8

1988......................... 1.1 .2 .8 3.4 5.2 4.0 1.2

1989......................... .8 -.1 .8 3.8 4.0 4.8 -.8

1990......................... 1.7 -.1 3.9 5.3 5.2 .1

1991......................... 1.2 -.6 -.5 3.5 2.9 4.1 -1.2

1992......................... 3.3 .2 -.4 2.4 4.9 2.9 2.0

1993......................... .5 -.8 1.0 2.2 2.0 2.8 -.8

1994......................... .9 -.2 .9 2.1 3.5 2.5 1.0

1995......................... .1 .8 1.1 2.1 4.7 2.9 1.8

1996......................... 2.5 1.1 -.1 1.9 4.0 2.9 1.1

1997......................... 1.5 .8 .7 1.8 5.6 2.3 3.4

1998......................... 2.2 .2 .7 1.1 6.1 1.3 4.8

1999......................... 2.8 .1 .5 1.5 4.9 2.2 2.7

2000......................... 2.7 .1 -1.1 2.2 6.1 3.5 2.6

2001......................... 2.4 -.5 -1.3 2.3 2.0 2.7 -.7

2002......................... 3.2 -1.1 1.6 .7 1.4 -.7

2003......................... 3.0 -1.3 -1.5 2.2 2.6 2.2 .4

2004......................... 2.4 .7 .0 2.8 4.7 2.6 2.1

2005......................... 1.5 -.4 -.2 3.3 3.6 3.5 .1

2006......................... .8 .5 .0 3.3 4.7 3.2 1.5

2007......................... 1.5 .2 -.4 2.9 4.7 2.9 1.8

2008......................... 1.4 -.2 -.5 2.1 2.0 4.1 -2.1

2009......................... 2.5 -.9 -1.2 1.2 -.6 -.7 .0

2010......................... 3.7 .2 -.4 1.3 5.1 2.0 3.1

2011......................... 1.6 .1 .4 1.4 3.8 1.7 2.2

2012......................... 1.5 .2 .4 1.9 4.7 2.3 2.4

2013......................... 1.5 .1 .2 2.3 4.8 2.7 2.2

2014......................... 1.4 -.2 .1 2.4 4.6 2.8 1.8

2015......................... 1.4 -.2 .0 2.4 4.3 2.8 1.5

2016......................... 1.3 .0 .0 2.4 4.4 2.8 1.6

2017......................... 1.5 .0 .0 2.4 4.3 2.8 1.5

2018......................... 1.5 .1 .0 2.4 4.2 2.8 1.4

2019......................... 1.5 -.1 .0 2.4 4.1 2.8 1.3

a Total U.S. economy productivity is the ratio of gross domestic product (GDP) to total hours worked by all workers.

b The ratio of total earnings to total compensation. Total earnings is the sum of wage and salary disbursements and proprietor’s income. Total compensation is the sum of employee

compensation and proprietor’s income.

c Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.

d The GDP price index measures the prices paid for goods and services produced by the U.S. economy.

e Total wages per worker in employment covered by the OASDI program.

f 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).

g 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.
Assumptions

14

Sources:

• Historical real GDP is from the National Income and Product Accounts (NIPA) and is published in the Survey of Current Business, Bureau of Economic Analysis (BEA), Department of Commerce.

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

• Historical labor force, civilian employment, and unemployment rates are from Employment and Earnings, Bureau of Labor Statistics (BLS), Department of Labor.

• U.S. Armed Forces is from the Census Bureau.

• Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A2 and V.B1 for low-cost and high-cost alternatives, respectively.

Table II.2.—Additional Economic Factors

(Calendar years 1975-2019)

Calendar year

Average annual

unemployment ratea

(percent)

a Civilian.

Average annual percentage change in-- Average annual interest rate (percent)

Labor forcea Total employmentb

b Civilian employment plus U.S. Armed Forces.

Real GDPc

c The real gross domestic product (GDP) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 2000 dollars.

Nominald

d The average annual nominal 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.

Reale

e The average annual real interest rate reflects the realized or expected annual real yield for each year on securities issuable in the prior year.

1975 ............................. 8.5 2.0 -1.1 -0.2 7.4 -1.3

1976 ............................. 7.7 2.5 3.3 5.4 7.1 1.7

1977 ............................. 7.1 2.9 3.6 4.6 7.1 .8

1978 ............................. 6.1 3.3 4.3 5.6 8.2 -.5

1979 ............................. 5.9 2.7 2.8 3.1 9.1 -2.8

1980 ............................. 7.2 1.9 .5 -.3 11.0 -3.6

1981 ............................. 7.6 1.6 1.1 2.5 13.3 1.0

1982 ............................. 9.7 1.4 -.8 -1.9 12.8 7.3

1983 ............................. 9.6 1.2 1.3 4.5 11.0 9.9

1984 ............................. 7.5 1.8 4.1 7.2 12.4 7.6

1985 ............................. 7.2 1.7 2.0 4.1 10.8 9.0

1986 ............................. 7.0 2.1 2.2 3.5 8.0 9.3

1987 ............................. 6.2 1.7 2.5 3.2 8.4 4.4

1988 ............................. 5.5 1.5 2.2 4.1 8.8 4.4

1989 ............................. 5.3 1.8 2.0 3.6 8.7 4.0

1990 ............................. 5.6 1.6 1.2 1.9 8.6 3.4

1991 ............................. 6.9 .4 -.9 -.2 8.0 4.5

1992 ............................. 7.5 1.4 .5 3.4 7.1 5.1

1993 ............................. 6.9 .8 1.3 2.9 6.1 4.3

1994 ............................. 6.1 1.4 2.2 4.1 7.1 3.6

1995 ............................. 5.6 1.0 1.4 2.5 6.9 4.2

1996 ............................. 5.4 1.2 1.4 3.7 6.6 4.0

1997 ............................. 4.9 1.8 2.2 4.5 6.6 4.3

1998 ............................. 4.5 1.0 1.4 4.4 5.6 5.3

1999 ............................. 4.2 1.2 1.5 4.8 5.9 3.4

2000 ............................. 4.0 2.3 2.5 4.1 6.2 2.4

2001 ............................. 4.7 .8 0.0 1.1 5.2 3.5

2002 ............................. 5.8 .8 -.3 1.8 4.9 3.9

2003 ............................. 6.0 1.1 1.0 2.5 4.1 2.6

2004 ............................. 5.5 .6 1.1 3.6 4.3 1.5

2005 ............................. 5.1 1.3 1.7 3.1 4.3 .8

2006 ............................. 4.6 1.4 1.8 2.7 4.8 1.1

2007 ............................. 4.6 1.1 1.1 2.1 4.7 1.9

2008 ............................. 5.8 .8 -.5 .4 3.6 .6

2009 ............................. 9.3 -.1 -3.7 -2.4 2.9 4.4

2010 ............................. 10.0 -.2 -.9 2.3 3.4 .9

2011 ............................. 9.5 .7 1.2 3.3 4.5 1.7

2012 ............................. 8.6 1.1 2.0 4.0 5.6 2.2

2013 ............................. 7.7 1.1 2.1 3.9 6.0 2.9

2014 ............................. 7.0 1.1 1.9 3.5 6.1 3.2

2015 ............................. 6.3 .9 1.6 3.1 5.9 3.3

2016 ............................. 5.8 .9 1.4 2.7 5.9 3.1

2017 ............................. 5.6 .8 1.0 2.5 5.8 3.1

2018 ............................. 5.5 .6 .7 2.2 5.8 3.0

2019 ............................. 5.5 .5 .5 2.1 5.7 3.0
Assumptions

15

Sources:

• Historical nominal interest rates from unpublished monthly report, Department of the Treasury; future rates projected by Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group. 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 projections of

daily trust fund balances and interest collections.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A3 and V.B2 for low-cost and high-cost alternatives, respectively.

Table II.3.—Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds

(Calendar years 1975-2019)

[Percent]

Calendar

year January February March April May June July August September October November December

Average

nominal

rate

OASDI

effective

rate

1975 ....... 7.125 7.125 6.875 7.250 7.625 7.375 7.375 7.500 7.625 7.875 7.375 7.625 7.396 6.593

1976 ....... 7.250 7.250 7.250 7.125 7.125 7.500 7.375 7.250 7.125 7.125 6.875 6.500 7.146 6.731

1977 ....... 6.375 7.125 7.125 7.125 7.125 7.125 7.000 7.125 7.000 7.125 7.375 7.375 7.083 6.958

1978 ....... 7.625 7.750 7.875 8.000 8.000 8.250 8.375 8.375 8.250 8.375 8.875 8.625 8.198 7.199

1979 ....... 9.000 8.750 9.000 8.875 9.000 8.750 8.500 8.750 9.000 9.250 10.500 10.000 9.115 7.524

1980 ....... 10.000 10.750 12.375 12.250 10.375 9.750 9.625 10.125 11.125 11.500 12.000 12.125 11.000 8.568

1981 ....... 11.875 12.125 12.875 12.500 13.500 13.000 13.250 14.000 14.875 15.250 14.250 12.500 13.333 9.947

1982 ....... 13.500 13.750 13.625 13.625 13.250 13.250 13.875 13.250 12.250 11.625 10.625 10.750 12.781 11.178

1983 ....... 10.500 10.875 10.375 10.625 10.250 10.750 10.875 11.750 11.875 11.375 11.625 11.500 11.031 10.768

1984 ....... 11.750 11.500 11.875 12.375 12.625 13.750 13.750 12.875 12.750 12.375 11.625 11.500 12.396 11.601

1985 ....... 11.500 11.125 11.875 11.625 11.375 10.375 10.250 10.625 10.375 10.375 10.125 9.750 10.781 11.213

1986 ....... 9.125 9.250 8.375 7.625 7.625 8.375 7.750 7.750 7.250 7.750 7.625 7.375 7.990 11.091

1987 ....... 7.500 7.375 7.375 7.625 8.375 8.625 8.500 8.750 9.000 9.625 9.000 9.000 8.396 10.063

1988 ....... 8.875 8.250 8.125 8.625 8.875 9.250 8.875 9.125 9.250 8.875 8.625 9.125 8.823 9.773

1989 ....... 9.250 9.000 9.375 9.375 9.125 8.750 8.250 7.875 8.375 8.500 8.000 8.000 8.656 9.572

1990 ....... 8.125 8.500 8.625 8.750 9.125 8.750 8.500 8.375 8.875 8.875 8.625 8.375 8.625 9.324

1991 ....... 8.125 8.125 8.125 8.125 8.125 8.125 8.250 8.250 7.875 7.500 7.500 7.375 7.958 9.090

1992 ....... 6.875 7.250 7.375 7.625 7.625 7.375 7.125 6.750 6.625 6.500 6.875 7.000 7.083 8.744

1993 ....... 6.875 6.500 6.250 6.250 6.125 6.250 5.875 5.875 5.625 5.625 5.625 5.875 6.063 8.322

1994 ....... 6.000 5.750 6.250 6.875 7.125 7.250 7.375 7.125 7.250 7.750 7.875 8.000 7.052 8.040

1995 ....... 8.000 7.750 7.375 7.375 7.250 6.500 6.500 6.625 6.500 6.375 6.250 6.000 6.875 7.846

1996 ....... 5.875 5.875 6.375 6.625 6.875 7.000 6.875 6.875 7.125 6.875 6.500 6.250 6.594 7.615

1997 ....... 6.625 6.625 6.750 7.125 6.875 6.875 6.750 6.250 6.625 6.375 6.125 6.125 6.594 7.500

1998 ....... 6.000 5.750 5.875 6.000 6.000 5.875 5.750 5.750 5.375 4.875 5.125 5.125 5.625 7.228

1999 ....... 5.000 5.000 5.625 5.625 5.625 6.000 6.125 6.250 6.250 6.250 6.250 6.375 5.865 6.948

2000 ....... 6.625 6.750 6.500 6.250 6.375 6.500 6.250 6.125 6.000 6.000 5.875 5.625 6.240 6.851

2001 ....... 5.375 5.375 5.250 5.250 5.500 5.625 5.625 5.250 5.125 4.875 4.500 5.000 5.229 6.634

2002 ....... 5.250 5.250 5.125 5.625 5.250 5.250 5.000 4.750 4.375 3.875 4.125 4.500 4.865 6.395

2003 ....... 4.000 4.125 3.875 4.000 4.000 3.500 3.625 4.500 4.500 4.000 4.375 4.375 4.073 6.002

2004 ....... 4.250 4.125 4.000 3.875 4.500 4.625 4.625 4.500 4.125 4.125 4.125 4.375 4.271 5.678

2005 ....... 4.250 4.125 4.375 4.500 4.250 4.125 4.000 4.375 4.125 4.375 4.625 4.625 4.313 5.451

2006 ....... 4.500 4.625 4.625 5.000 5.125 5.125 5.250 5.000 4.750 4.750 4.625 4.500 4.823 5.316

2007 ....... 4.750 4.875 4.625 4.750 4.625 5.000 5.000 4.750 4.500 4.500 4.500 4.000 4.656 5.252

2008 ....... 4.000 3.500 3.375 3.375 3.750 4.000 3.875 3.875 3.750 3.625 3.750 2.750 3.635 5.096

2009 ....... 2.125 2.750 2.875 2.500 2.875 3.250 3.250 3.250 3.125 3.000 3.125 2.875 2.917 4.860

2010 ....... 3.000 3.125 3.125 3.250 3.250 3.375 3.375 3.500 3.500 3.625 3.625 3.750 3.375 4.670

2011........ 3.625 3.875 4.000 4.250 4.375 4.500 4.625 4.750 4.875 5.000 5.125 5.125 4.510 4.575

2012 ....... 5.250 5.250 5.375 5.500 5.500 5.625 5.625 5.625 5.750 5.750 5.750 5.875 5.573 4.631

2013 ....... 5.875 5.875 6.000 6.000 6.000 6.000 6.125 6.125 6.125 6.000 6.125 6.125 6.031 4.765

2014 ....... 6.125 6.125 6.125 6.000 6.000 6.000 6.125 6.125 6.000 6.000 6.000 6.000 6.052 4.900

2015 ....... 6.000 6.000 6.000 6.000 6.000 6.000 5.875 5.875 5.875 6.000 5.875 5.875 5.948 5.017

2016 ....... 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.124

2017 ....... 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.750 5.750 5.750 5.844 5.241

2018 ....... 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.350

2019 ....... 5.750 5.625 5.750 5.750 5.625 5.750 5.750 5.625 5.750 5.750 5.625 5.750 5.708 5.430
Assumptions

16

Sources:

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

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

• 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 2010 Trustees Report intermediate set of assumptions. See tables V.A4 and V.B3 for low-cost and high-cost alternatives, respectively.

Table II.4.—Cost-of-Living Benefit Increases, Average Wage and Average Wage Index Increases, 

OASDI Contribution and Benefit Base, and Retirement Earnings Test Exempt Amounts

(Calendar years 1975-2019)

Calendar year

OASDI

benefit increasea

(percent) Average wageb

Increase in average

wage indexc

(percent)

OASDI

contribution and

benefit base d

Retirement earnings test exempt amounts

Under normal

retirement agee

Normal

retirement age f

1975 .................................... 8.0 $8,630.92 7.5 $14,100 $2,520 $2,520

1976 .................................... 6.4 9,226.48 6.9 15,300 2,760 2,760

1977 .................................... 5.9 9,779.44 6.0 16,500 3,000 3,000

1978 .................................... 6.5 10,556.03 7.9 17,700 3,240 4,000

1979 .................................... 9.9 11,479.46 8.7 22,900 3,480 4,500

1980 .................................... 14.3 12,513.46 9.0 25,900 3,720 5,000

1981 .................................... 11.2 13,773.10 10.1 29,700 4,080 5,500

1982 .................................... 7.4 14,531.34 5.5 32,400 4,440 6,000

1983 .................................... 3.5 15,239.24 4.9 35,700 4,920 6,600

1984 .................................... 3.5 16,135.07 5.9 37,800 5,160 6,960

1985 .................................... 3.1 16,822.51 4.3 39,600 5,400 7,320

1986 .................................... 1.3 17,321.82 3.0 42,000 5,760 7,800

1987 .................................... 4.2 18,426.51 6.4 43,800 6,000 8,160

1988 .................................... 4.0 19,334.04 4.9 45,000 6,120 8,400

1989 .................................... 4.7 20,099.55 4.0 48,000 6,480 8,880

1990 .................................... 5.4 21,027.98 4.6 51,300 6,840 9,360

1991 .................................... 3.7 21,811.60 3.7 53,400 7,080 9,720

1992 .................................... 3.0 22,935.42 5.2 55,500 7,440 10,200

1993 .................................... 2.6 23,132.67 .9 57,600 7,680 10,560

1994 .................................... 2.8 23,753.53 2.7 60,600 8,040 11,160

1995 .................................... 2.6 24,705.66 4.0 61,200 8,160 11,280

1996 .................................... 2.9 25,913.90 4.9 62,700 8,280 g 12,500

1997 .................................... 2.1 27,426.00 5.8 65,400 8,640 g 13,500

1998 .................................... 1.3 28,861.44 5.2 68,400 9,120 g 14,500

1999 .................................... h 2.5 30,469.84 5.6 72,600 9,600 g 15,500

2000 .................................... 3.5 32,154.82 5.5 76,200 10,080 g 17,000

2001 .................................... 2.6 32,921.92 2.4 80,400 10,680 g 25,000

2002 .................................... 1.4 33,252.09 1.0 84,900 11,280 g 30,000

2003 .................................... 2.1 34,064.95 2.4 87,000 11,520 30,720

2004 .................................... 2.7 35,648.55 4.6 87,900 11,640 31,080

2005 .................................... 4.1 36,952.94 3.7 90,000 12,000 31,800

2006 .................................... 3.3 38,651.41 4.6 94,200 12,480 33,240

2007 .................................... 2.3 40,405.48 4.5 97,500 12,960 34,440

2008 .................................... 5.8 41,334.97 2.3 102,000 13,560 36,120

2009 .................................... .0 41,067.93 -.6 106,800 14,160 37,680

2010 .................................... .0 43,083.76 4.9 106,800 14,160 37,680

2011 .................................... 1.2 44,686.82 3.7 106,800 14,160 37,680

2012 .................................... 2.4 46,758.30 4.6 113,700 15,120 40,200

2013 .................................... 2.7 48,977.62 4.7 118,200 15,720 41,640

2014 .................................... 2.8 51,215.47 4.6 123,600 16,440 43,680

2015 .................................... 2.8 53,396.92 4.3 129,300 17,160 45,720

2016 .................................... 2.8 55,737.60 4.4 135,300 18,000 47,760

2017 .................................... 2.8 58,103.49 4.2 141,000 18,720 49,800

2018 .................................... 2.8 60,522.33 4.2 147,300 19,560 51,960

2019 .................................... 2.8 63,017.19 4.1 153,600 20,400 54,240

a Effective with benefits payable for June in each year 1975-82, and for December in each year after 1982.

b Average wages used for Social Security indexing purposes.

c Increase in the average wage index over the prior year.

d 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.

e See Glossary for definition of “Normal retirement age—NRA”.

f 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 eliminated 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. 

g Amount specified by Public Law 104-121.

h Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Assumptions

17

Sources:

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

• Figures for 2010 and later based on average amount of total wages.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A5 and V.B4 for low-cost and high-cost alternatives, respectively.

Table II.5.—Selected OASDI Program Parameters Determined Under the Automatic-Adjustment Provisions

(Calendar years 1978-2019)

Calendar year

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

required for a

quarter of

coveragea

“Old-law”

contribution

and benefit

base First Second First Second Third b

1978......................... c c c c cd $250 d$17,700

1979......................... d$180 d$1,085 d$230 d$332 d$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......................... 592 3,567 756 1,092 1,424 870 63,000

2003......................... 606 3,653 774 1,118 1,458 890 64,500

2004......................... 612 3,689 782 1,129 1,472 900 65,100

2005......................... 627 3,779 801 1,156 1,508 920 66,900

2006......................... 656 3,955 838 1,210 1,578 970 69,900

2007......................... 680 4,100 869 1,255 1,636 1,000 72,600

2008......................... 711 4,288 909 1,312 1,711 1,050 75,900

2009......................... 744 4,483 950 1,372 1,789 1,090 79,200

2010......................... 761 4,586 972 1,403 1,830 1,120 79,200

2011......................... 756 4,556 966 1,394 1,818 1,120 79,200

2012......................... 793 4,780 1,013 1,463 1,908 1,170 84,600

2013......................... 823 4,958 1,051 1,517 1,979 1,210 87,600

2014......................... 861 5,188 1,100 1,587 2,070 1,270 91,800

2015......................... 901 5,434 1,152 1,663 2,169 1,330 96,000

2016......................... 943 5,682 1,205 1,739 2,268 1,390 100,500

2017......................... 983 5,924 1,256 1,813 2,364 1,450 104,700

2018......................... 1,026 6,184 1,311 1,892 2,468 1,510 109,500

2019......................... 1,069 6,446 1,367 1,973 2,573 1,570 114,000

a See Glossary for a description of quarter-of-coverage requirements prior to 1978.

b 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.

c No provision in law for this amount in this year.

d Amount specified for first year by Social Security Amendments of 1977; amounts for subsequent years subject to automatic-adjustment provisions.
Assumptions

18

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis and Alternative Models Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A6 and V.B5 for low-cost and high-cost alternatives, respectively.

Table II.6.—Selected OASDI Short-Range Demographic Assumptions

(Calendar years 1975-2019)

Calendar year

Total

fertility rate a

Age-sexadjusted

death rate b

(per 100,000)

Period life expectancy c Net immigration

At birth At age 65

Legald Other Male Female Male Female e

1975 .............................. 1.77 1,099.0 68.7 76.6 13.7 18.0 295,000 ...

1976 .............................. 1.74 1,088.8 69.1 76.8 13.8 18.1 315,000 ...

1977 .............................. 1.80 1,057.5 69.4 77.2 13.9 18.3 375,000 ...

1978 .............................. 1.76 1,052.1 69.6 77.3 14.0 18.3 425,000 ...

1979 .............................. 1.82 1,017.3 70.0 77.7 14.2 18.6 360,000 ...

1980 .............................. 1.82 1,035.9 69.9 77.5 14.0 18.4 410,000 375,000

1981 .............................. 1.80 1,007.2 70.4 77.9 14.2 18.6 445,000 375,000

1982 .............................. 1.81 975.8 70.8 78.2 14.5 18.8 440,000 375,000

1983 .............................. 1.78 987.7 70.9 78.1 14.3 18.6 415,000 375,000

1984 .............................. 1.79 980.1 71.1 78.2 14.4 18.7 415,000 375,000

1985 .............................. 1.83 984.2 71.1 78.2 14.4 18.6 435,000 375,000

1986 .............................. 1.83 975.3 71.1 78.3 14.5 18.7 450,000 375,000

1987 .............................. 1.86 983.5 71.2 78.2 14.6 18.6 460,000 375,000

1988 .............................. 1.92 974.9 71.3 78.4 14.6 18.7 475,000 375,000

1989 .............................. 2.00 948.8 71.6 78.6 14.9 18.9 465,000 375,000

1990 .............................. 2.07 931.2 71.8 78.9 15.1 19.1 500,000 550,000

1991 .............................. 2.06 918.8 72.0 79.0 15.2 19.2 550,000 550,000

1992 .............................. 2.04 905.4 72.3 79.2 15.3 19.3 620,000 550,000

1993 .............................. 2.02 927.2 72.1 79.0 15.2 19.0 645,000 550,000

1994 .............................. 2.00 916.2 72.3 79.1 15.3 19.1 585,000 550,000

1995 .............................. 1.98 913.9 72.5 79.1 15.4 19.1 575,000 550,000

1996 .............................. 1.98 900.4 73.0 79.2 15.5 19.1 665,000 550,000

1997 .............................. 1.97 885.1 73.4 79.4 15.6 19.1 570,000 550,000

1998 .............................. 2.00 878.3 73.7 79.4 15.7 19.1 490,000 550,000

1999 .............................. 2.01 884.4 73.8 79.3 15.7 19.0 520,000 550,000

2000 .............................. 2.05 875.7 74.0 79.4 15.9 19.0 670,000 625,000

2001 .............................. 2.03 867.4 74.1 79.5 16.1 19.1 795,000 495,000

2002 .............................. 2.03 863.7 74.2 79.5 16.2 19.1 730,000 550,000

2003 .............................. 2.06 851.6 74.4 79.6 16.3 19.2 575,000 685,000

2004 .............................. 2.06 820.2 74.8 80.0 16.7 19.5 750,000 505,000

2005 .............................. 2.07 822.3 74.8 80.0 16.7 19.5 870,000 440,000

2006f ............................. 2.12 799.6 75.1 80.2 17.0 19.7 910,000 465,000

2007f ............................. 2.12 806.4 75.2 80.1 17.0 19.6 800,000 555,000

2008f ............................. 2.09 797.6 75.4 80.2 17.1 19.6 830,000 480,000

2009 .............................. 2.09 789.1 75.6 80.3 17.2 19.7 810,000 445,000

2010 .............................. 2.08 784.4 75.8 80.4 17.3 19.7 780,000 435,000

2011 .............................. 2.08 779.2 75.9 80.4 17.3 19.7 750,000 425,000

2012 .............................. 2.08 773.7 76.1 80.5 17.4 19.8 750,000 420,000

2013 .............................. 2.07 767.9 76.2 80.6 17.5 19.8 750,000 415,000

2014 .............................. 2.07 761.9 76.4 80.7 17.6 19.8 750,000 410,000

2015 .............................. 2.07 755.8 76.5 80.8 17.6 19.9 750,000 400,000

2016 .............................. 2.06 749.5 76.6 80.8 17.7 19.9 750,000 395,000

2017 .............................. 2.06 743.1 76.7 80.9 17.8 20.0 750,000 390,000

2018 .............................. 2.06 736.7 76.9 81.0 17.9 20.1 750,000 385,000

2019 .............................. 2.05 730.2 77.0 81.1 17.9 20.1 750,000 380,000

a 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 2033.

b The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 2000, if that population were to experience the death rates by age

and sex observed in, or assumed for, the selected year.

c The period life expectancy at a given age for a given year represents the average number of years of life remaining if a group of persons at that age were to experience the mortality

rates for that year over the course of their remaining lives.

d 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.

e Net other immigration is estimated to have averaged 375,000 persons over the period 1980-89 and 550,000 over the period 1990-99.

f Estimated.
Assumptions

19

Sources:

• Historical covered workers from the Master Earnings File and 1-percent Continuous Work History Sample.

• Future covered workers projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table II.7.—Covered Workersa in the Social Security Area

(By age and gender, calendar years 1980-2019)

[In thousands]

Year Under 20 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-69 70 or older Total

Male

1980...... 6,581.2 9,933.2 9,258.5 8,201.8 6,374.4 5,167.0 4,583.0 4,513.6 4,127.1 2,929.4 1,381.8 982.3 64,033.4

1985...... 5,626.0 9,503.7 9,955.1 9,116.5 7,949.8 6,083.3 4,865.5 4,207.0 3,931.1 2,980.4 1,288.2 954.9 66,461.4

1990...... 5,650.4 8,887.7 10,124.5 10,250.1 9,175.9 7,900.9 5,955.3 4,638.2 3,825.3 2,974.8 1,509.9 1,125.7 72,018.8

1995...... 5,531.5 8,074.8 9,169.7 10,141.0 10,112.1 8,937.9 7,604.7 5,605.3 4,176.8 2,897.5 1,604.7 1,408.1 75,264.1

1996...... 5,690.5 7,929.7 9,172.1 9,965.4 10,221.9 9,236.5 7,831.2 5,946.3 4,296.8 2,967.3 1,618.7 1,442.3 76,318.8

1997...... 5,844.9 7,997.6 9,112.3 9,758.7 10,311.3 9,512.4 7,965.1 6,351.1 4,563.2 3,051.1 1,638.2 1,524.4 77,630.2

1998...... 6,107.1 8,093.4 8,990.7 9,578.6 10,391.2 9,725.0 8,185.7 6,650.4 4,831.1 3,154.3 1,682.2 1,576.0 78,965.6

1999...... 6,265.4 8,280.5 8,833.9 9,469.5 10,413.0 9,910.5 8,491.6 6,972.7 5,022.5 3,244.7 1,710.3 1,649.2 80,263.7

2000...... 6,307.2 8,556.1 8,600.5 9,522.9 10,294.1 10,098.3 8,823.3 7,327.5 5,157.5 3,357.7 1,792.3 1,744.9 81,582.1

2001...... 5,914.2 8,683.7 8,438.8 9,471.2 10,054.1 10,161.2 9,068.7 7,504.9 5,440.9 3,440.5 1,830.1 1,733.4 81,741.8

2002...... 5,522.9 8,678.1 8,309.9 9,287.2 9,702.5 10,084.7 9,205.5 7,519.4 5,745.2 3,612.4 1,864.7 1,743.0 81,275.6

2003...... 5,211.8 8,700.4 8,304.7 9,063.7 9,459.7 10,063.7 9,288.5 7,646.4 5,952.1 3,815.6 1,927.1 1,804.2 81,237.8

2004...... 5,207.7 8,799.7 8,466.1 8,866.2 9,300.7 10,022.4 9,424.3 7,903.9 6,222.1 3,956.7 2,009.8 1,850.1 82,029.4

2005...... 5,354.3 8,867.0 8,722.0 8,616.6 9,303.5 9,863.8 9,570.2 8,193.1 6,507.7 4,062.1 2,097.7 1,938.9 83,096.9

2006...... 5,517.7 8,950.1 8,960.3 8,459.9 9,271.8 9,645.9 9,640.3 8,455.1 6,706.8 4,340.0 2,200.7 2,031.0 84,179.3

2007...... 5,497.6 9,021.8 9,138.2 8,477.2 9,224.4 9,432.7 9,666.6 8,658.7 6,814.0 4,684.9 2,367.7 2,103.9 85,087.8

2008...... 5,200.7 8,743.2 9,169.5 8,211.7 9,202.5 9,190.5 9,744.1 8,810.8 7,050.9 4,852.1 2,442.5 2,197.7 84,816.1

2009...... 4,454.1 8,261.7 8,822.0 7,860.4 8,628.5 8,578.9 9,315.6 8,604.2 6,863.8 4,967.5 2,474.7 2,183.6 81,014.9

2010...... 4,047.3 8,329.6 8,848.8 7,885.2 8,400.6 8,436.8 9,208.4 8,601.0 6,937.3 4,957.0 2,528.6 2,291.0 80,471.7

2011...... 4,128.4 8,525.5 8,932.6 8,065.7 8,231.7 8,488.2 9,124.0 8,716.7 7,139.1 5,094.0 2,620.9 2,379.3 81,446.0

2012...... 4,293.9 8,773.9 9,053.7 8,292.8 8,139.4 8,586.5 9,030.9 8,862.5 7,400.6 5,252.8 2,851.8 2,508.2 83,046.9

2013...... 4,481.3 9,004.6 9,177.5 8,510.6 8,178.5 8,615.8 8,926.7 8,980.9 7,677.5 5,373.2 3,112.9 2,680.9 84,720.4

2014...... 4,656.3 9,169.8 9,334.4 8,684.6 8,291.3 8,563.3 8,831.2 9,082.3 7,908.2 5,577.5 3,315.8 2,864.1 86,278.8

2015...... 4,819.7 9,248.7 9,528.9 8,806.3 8,448.7 8,452.9 8,792.3 9,122.6 8,108.1 5,781.7 3,506.1 3,031.8 87,647.7

2016...... 4,991.6 9,253.4 9,725.9 8,900.2 8,639.9 8,293.0 8,846.0 9,062.3 8,287.8 5,997.3 3,698.3 3,168.5 88,864.1

2017...... 5,127.5 9,218.3 9,890.9 8,967.3 8,821.2 8,152.5 8,898.1 8,930.5 8,399.3 6,189.1 3,804.0 3,391.1 89,789.8

2018...... 5,179.9 9,188.8 10,019.2 9,023.6 8,978.3 8,130.7 8,867.0 8,780.7 8,457.8 6,342.8 3,841.7 3,652.0 90,462.5

2019...... 5,197.2 9,168.6 10,073.0 9,104.0 9,081.1 8,173.7 8,747.9 8,639.0 8,488.1 6,459.1 3,903.6 3,871.0 90,906.4

Female

1980...... 5,711.0 8,425.9 7,195.3 5,979.0 4,623.4 3,828.5 3,367.4 3,220.7 2,878.1 1,946.7 885.7 527.8 48,589.4

1985...... 5,057.3 8,312.6 8,180.5 7,161.5 6,385.6 4,935.9 3,904.4 3,264.7 2,919.1 2,113.3 907.7 596.9 53,739.6

1990...... 5,208.5 7,841.8 8,558.0 8,451.8 7,778.1 6,938.4 5,131.1 3,879.4 3,052.8 2,282.6 1,157.2 741.9 61,021.7

1995...... 5,278.6 7,422.1 7,941.9 8,570.7 8,681.8 7,966.8 6,924.5 4,893.3 3,466.9 2,283.9 1,212.7 910.8 65,553.8

1996...... 5,450.3 7,356.9 8,057.1 8,455.3 8,837.2 8,241.5 7,186.8 5,225.2 3,622.7 2,322.0 1,224.6 944.4 66,924.1

1997...... 5,547.7 7,523.2 8,105.5 8,320.8 9,006.5 8,471.8 7,335.8 5,623.9 3,863.9 2,390.4 1,257.6 987.8 68,435.1

1998...... 5,812.4 7,679.6 8,117.0 8,205.7 9,050.8 8,732.2 7,551.4 5,963.4 4,108.7 2,503.0 1,278.5 1,029.4 70,032.3

1999...... 6,001.3 7,886.8 8,016.1 8,135.8 9,059.0 8,901.3 7,842.7 6,313.2 4,303.8 2,585.2 1,296.1 1,074.6 71,415.9

2000...... 6,076.7 8,142.6 7,868.8 8,227.7 8,955.7 9,075.0 8,125.8 6,747.8 4,472.3 2,717.7 1,344.1 1,144.2 72,898.5

2001...... 5,785.2 8,263.1 7,648.1 8,215.6 8,697.3 9,099.5 8,294.2 6,942.6 4,758.7 2,813.0 1,369.0 1,169.9 73,056.1

2002...... 5,452.2 8,292.2 7,638.6 8,048.7 8,372.0 9,056.9 8,406.5 6,991.0 5,088.8 3,007.1 1,402.6 1,188.1 72,944.8

2003...... 5,234.6 8,325.6 7,649.7 7,923.2 8,098.8 8,999.8 8,559.5 7,128.4 5,359.8 3,198.3 1,476.3 1,225.3 73,179.3

2004...... 5,303.4 8,403.1 7,809.2 7,790.3 8,004.7 8,934.5 8,679.7 7,366.2 5,674.7 3,361.3 1,546.3 1,256.2 74,129.6

2005...... 5,463.1 8,534.4 8,043.4 7,638.0 8,052.0 8,833.2 8,816.9 7,610.1 6,003.7 3,488.1 1,629.9 1,301.2 75,413.9

2006...... 5,587.2 8,648.1 8,304.1 7,544.1 8,147.2 8,670.3 8,926.2 7,857.0 6,233.5 3,768.8 1,728.8 1,349.4 76,764.6

2007...... 5,588.9 8,720.4 8,504.3 7,654.0 8,113.8 8,513.5 9,006.2 8,082.7 6,386.7 4,124.5 1,877.9 1,396.5 77,969.5

2008...... 5,276.5 8,488.4 8,591.4 7,379.3 8,021.0 8,292.5 8,949.1 8,224.7 6,595.9 4,288.3 2,042.0 1,519.5 77,668.6

2009...... 4,632.0 8,234.0 8,245.5 7,206.6 7,531.4 7,841.4 8,690.6 8,115.8 6,547.1 4,412.4 2,030.4 1,518.5 75,005.7

2010...... 4,182.2 8,364.6 8,257.9 7,343.4 7,275.3 7,673.8 8,668.8 8,194.8 6,472.6 4,670.7 2,084.2 1,510.2 74,698.5

2011...... 4,202.0 8,582.6 8,359.6 7,515.2 7,145.5 7,700.9 8,577.9 8,305.4 6,611.6 4,885.6 2,205.7 1,577.9 75,669.9

2012...... 4,374.3 8,816.2 8,507.3 7,691.5 7,070.3 7,780.8 8,450.1 8,411.0 6,831.6 5,037.3 2,424.7 1,670.4 77,065.6

2013...... 4,594.3 9,022.6 8,665.3 7,852.4 7,115.5 7,804.6 8,310.1 8,497.8 7,064.8 5,138.9 2,662.6 1,779.7 78,508.7

2014...... 4,812.3 9,174.5 8,856.2 7,984.4 7,224.2 7,757.3 8,189.2 8,555.7 7,256.6 5,303.4 2,875.4 1,882.9 79,872.1

2015...... 5,008.9 9,253.6 9,086.2 8,079.5 7,366.7 7,658.6 8,140.2 8,563.8 7,418.9 5,456.4 3,058.5 1,995.1 81,086.4

2016...... 5,202.4 9,264.1 9,322.4 8,170.2 7,531.9 7,517.4 8,180.2 8,495.2 7,560.4 5,609.8 3,249.0 2,116.2 82,219.2

2017...... 5,355.7 9,236.9 9,523.5 8,258.4 7,673.0 7,398.8 8,228.8 8,358.7 7,647.5 5,774.2 3,356.6 2,277.2 83,089.1

2018...... 5,423.5 9,220.4 9,677.4 8,346.5 7,792.4 7,390.7 8,205.8 8,211.7 7,685.2 5,903.0 3,391.1 2,469.2 83,717.0

2019...... 5,448.4 9,213.5 9,755.4 8,460.5 7,879.7 7,441.0 8,092.8 8,069.4 7,683.5 5,992.3 3,483.6 2,623.6 84,143.8

a A covered worker is any worker who has earnings creditable, for Social Security purposes, for wages in covered employment or covered self-employment.
Assumptions

20

Source: Historical rates computed and future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table II.8.—Covered Workers as a Percent of the Social Security Area Population

(By age and gender, calendar years 1980-2019)

Year Under 20a 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-69 70 or older Totalb

Male

1980 ...... 74.08 87.58 88.82 88.32 86.79 84.15 79.81 76.48 72.39 60.28 34.80 14.91 74.30

1985 ...... 70.88 84.49 86.66 86.96 85.57 83.21 80.22 75.56 70.41 57.51 30.32 12.81 72.35

1990 ...... 75.34 86.86 87.64 88.19 87.65 85.62 82.50 78.30 71.97 57.62 33.15 13.57 74.19

1995 ...... 72.96 83.55 87.61 86.99 86.99 85.89 83.50 79.66 73.40 58.17 34.57 15.08 73.65

1996 ...... 72.81 83.48 87.50 87.06 87.00 86.50 82.82 81.31 73.74 59.45 34.98 15.13 73.80

1997 ...... 72.80 84.42 86.97 87.16 87.27 86.83 82.79 82.10 75.54 60.60 35.59 15.70 74.15

1998 ...... 74.51 84.44 86.47 87.50 87.72 86.90 83.73 81.77 76.54 61.53 36.86 15.96 74.53

1999 ...... 75.56 84.67 86.10 87.94 88.02 87.06 84.78 82.11 76.48 61.85 37.79 16.46 74.89

2000 ...... 75.85 85.46 85.47 88.84 87.85 87.35 85.83 82.24 76.16 62.62 39.62 17.19 75.27

2001 ...... 70.87 84.77 85.43 88.07 87.16 86.87 85.89 81.11 77.17 62.53 40.25 16.85 74.55

2002 ...... 65.83 83.03 84.49 86.32 85.77 85.66 84.94 79.84 76.99 63.18 40.55 16.76 73.25

2003 ...... 61.73 82.00 83.67 84.91 85.38 85.20 83.86 79.86 75.82 63.74 41.05 17.18 72.39

2004 ...... 61.07 82.18 83.80 84.20 85.20 84.86 83.61 80.52 75.88 63.45 41.74 17.43 72.24

2005 ...... 61.95 82.32 84.32 83.17 85.47 84.12 83.57 81.23 75.65 63.14 42.45 18.03 72.26

2006 ...... 62.81 82.67 84.52 82.83 84.75 83.45 83.15 81.56 75.04 64.82 43.22 18.61 72.24

2007 ...... 61.61 83.00 84.36 83.19 84.13 83.10 82.81 81.36 74.79 66.14 44.61 18.97 72.08

2008 ...... 57.59 79.88 83.34 79.84 84.42 82.46 83.15 80.96 76.02 65.05 43.90 19.48 70.98

2009 ...... 49.07 74.52 79.45 75.29 80.15 78.01 79.41 77.69 72.13 63.65 42.71 19.00 67.02

2010 ...... 44.74 73.99 79.21 74.11 79.38 76.97 79.00 76.50 70.94 60.52 42.31 19.56 65.84

2011 ...... 45.99 74.63 79.56 74.29 79.10 77.13 79.41 76.62 71.08 59.85 42.15 19.88 65.95

2012 ...... 48.25 75.87 80.25 75.02 78.71 77.93 80.05 77.37 71.82 60.51 43.32 20.42 66.57

2013 ...... 50.68 77.23 80.77 75.94 78.58 78.71 80.58 78.11 72.88 60.80 44.86 21.17 67.25

2014 ...... 52.80 78.49 81.18 76.79 78.57 79.24 80.80 78.92 73.76 61.50 45.64 21.97 67.83

2015 ...... 54.55 79.51 81.67 77.40 78.61 79.59 80.71 79.78 74.49 62.02 45.98 22.67 68.25

2016 ...... 56.16 80.14 82.19 77.84 78.83 79.40 80.88 80.39 75.23 62.61 46.66 22.97 68.55

2017 ...... 57.36 80.37 82.60 78.06 79.07 78.56 81.25 80.66 75.71 62.95 47.03 23.57 68.63

2018 ...... 57.73 80.42 83.01 78.00 79.38 77.88 81.50 80.74 75.93 63.08 46.62 24.31 68.53

2019 ...... 57.71 80.27 83.29 77.79 79.56 77.25 81.44 80.50 76.11 63.09 46.13 24.78 68.26

Female

1980 ...... 66.88 77.06 70.79 65.26 63.10 62.13 57.74 52.33 46.75 35.47 18.14 4.91 53.07

1985 ...... 66.94 76.93 73.41 69.62 69.27 67.23 63.53 56.65 48.55 35.63 17.57 4.88 55.05

1990 ...... 73.25 80.73 76.97 74.52 75.12 75.19 70.13 63.70 54.04 39.37 20.68 5.48 59.33

1995 ...... 73.72 80.67 79.16 75.74 75.84 76.65 75.23 67.70 58.07 41.82 22.21 6.12 60.83

1996 ...... 74.02 81.41 80.18 76.18 76.46 77.32 75.20 69.58 59.28 42.59 22.67 6.26 61.46

1997 ...... 73.51 83.65 80.65 76.75 77.58 77.57 75.40 70.90 61.06 43.65 23.55 6.47 62.20

1998 ...... 75.50 84.66 81.38 77.50 77.92 78.35 76.39 71.58 62.21 45.07 24.28 6.68 63.02

1999 ...... 76.98 85.51 81.45 78.20 78.28 78.60 77.50 72.61 62.69 45.64 24.95 6.93 63.65

2000 ...... 77.58 86.51 81.60 79.51 78.26 79.04 78.33 74.02 63.17 47.02 26.04 7.35 64.37

2001 ...... 73.43 86.05 80.99 79.15 77.33 78.48 77.96 73.37 64.59 47.48 26.52 7.48 63.89

2002 ...... 68.71 84.78 81.55 77.52 76.06 77.73 77.11 72.57 65.39 48.89 27.00 7.58 63.17

2003 ...... 65.48 83.90 81.29 77.00 75.27 77.16 76.94 72.82 65.56 49.75 27.96 7.80 62.79

2004 ...... 65.64 83.89 81.85 76.88 75.67 76.83 76.77 73.48 66.51 50.25 28.66 7.98 63.00

2005 ...... 66.63 84.59 82.57 76.79 76.46 76.70 76.90 73.97 67.15 50.56 29.51 8.24 63.41

2006 ...... 66.91 85.09 83.36 77.14 77.06 76.55 77.04 74.42 67.14 52.56 30.42 8.50 63.80

2007 ...... 65.73 85.22 83.71 78.71 76.65 76.76 77.33 74.69 67.47 54.51 31.77 8.75 64.08

2008 ...... 61.17 82.10 83.29 75.37 76.25 76.33 76.68 74.39 68.45 53.93 33.05 9.45 63.13

2009 ...... 53.32 78.30 79.09 72.55 72.49 73.23 74.57 72.15 66.25 53.10 31.63 9.36 60.30

2010 ...... 48.25 78.02 78.55 72.56 71.26 71.94 75.05 71.83 63.78 53.63 31.52 9.23 59.43

2011 ...... 48.81 78.58 78.84 72.84 71.20 71.91 75.50 72.05 63.49 54.02 32.13 9.53 59.60

2012 ...... 51.20 79.49 79.52 73.30 70.94 72.54 75.90 72.58 64.02 54.61 33.49 9.94 60.12

2013 ...... 54.04 80.52 80.08 73.82 71.00 73.22 76.16 73.18 64.81 54.75 34.99 10.39 60.67

2014 ...... 56.70 81.59 80.55 74.33 71.13 73.70 76.16 73.81 65.46 55.12 36.17 10.79 61.16

2015 ...... 58.91 82.55 81.14 74.64 71.28 74.05 76.00 74.54 66.00 55.24 36.73 11.24 61.52

2016 ...... 60.86 83.18 81.79 74.85 71.57 73.94 76.09 75.16 66.57 55.34 37.59 11.67 61.81

2017 ...... 62.36 83.40 82.34 74.99 71.75 73.28 76.43 75.46 66.98 55.58 38.08 12.17 61.91

2018 ...... 62.97 83.5 82.86 74.95 71.92 72.82 76.69 75.61 67.18 55.61 37.8 12.77 61.84

2019 ...... 63.09 83.42 83.25 74.81 72.05 72.39 76.6 75.38 67.28 55.5 37.88 13.15 61.62

a Covered workers under age 20 as a percentage of the average beginning of year and end of year population aged 16 to 19. b Total covered workers as a percentage of the average beginning of year and end of year total population aged 16 or older.
Assumptions

21

Sources:

• Covered persons used in calculating coverage rate from the Annual Statistical Supplement (historical), or the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group (projected). Population figures from the Office of the Chief Actuary, Demographic Estimates Group.

• 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 2010 Trustees Report intermediate set of assumptions. See tables V.A7 and V.B6 for low-cost and high-cost alternatives, respectively.

Table II.9.—Selected OASDI Short-Range Programmatic Assumptions

(Calendar years 1975-2019)

Calendar year

Coverage ratea

(percent)

Insured status

Fully b

(percent)

Disabilityc

(percent)

Disability

incidence rated

(per thousand)

Disability

termination ratee

(per thousand)

1975.................................. 61.31 72.86 59.32 7.04 137.57

1976.................................. 61.81 73.18 59.69 6.49 136.81

1977.................................. 62.60 73.86 61.69 6.64 140.75

1978.................................. 63.55 74.10 63.23 5.80 147.98

1979.................................. 64.02 74.97 64.17 5.12 151.30

1980.................................. 63.37 74.95 64.62 4.80 145.36

1981.................................. 62.56 75.16 64.82 4.18 155.59

1982.................................. 60.92 75.21 64.76 3.70 175.89

1983.................................. 60.77 75.74 65.04 4.71 169.12

1984.................................. 62.30 75.57 65.87 4.34 141.42

1985.................................. 63.44 75.84 66.51 4.34 129.33

1986.................................. 63.98 76.25 67.27 4.31 125.66

1987.................................. 64.82 76.17 68.01 4.22 125.72

1988.................................. 66.13 76.45 68.80 4.12 124.64

1989.................................. 66.67 77.04 69.44 4.21 119.78

1990.................................. 66.55 76.67 69.63 4.53 114.87

1991.................................. 65.64 76.75 69.68 5.09 109.84

1992.................................. 65.47 77.02 69.78 5.91 106.01

1993.................................. 65.87 77.10 70.02 5.76 100.64

1994.................................. 66.68 77.01 70.34 5.60 96.88

1995.................................. 67.07 77.51 70.60 5.62 96.86

1996.................................. 67.47 77.49 70.87 5.31 91.82

1997.................................. 68.03 77.81 71.25 4.87 99.47

1998.................................. 68.64 78.00 71.69 4.90 85.48

1999.................................. 69.14 78.82 72.10 4.85 87.38

2000.................................. 69.70 78.95 72.27 4.71 88.62

2001.................................. 69.11 79.40 72.11 5.08 84.71

2002.................................. 68.11 79.78 71.80 5.36 84.74

2003.................................. 67.50 80.52 71.52 5.40 75.78

2004.................................. 67.54 80.75 71.33 5.38 73.74

2005.................................. 67.76 81.41 71.18 5.48 74.74

2006.................................. 67.96 81.80 71.02 5.20 72.73

2007.................................. 68.01 82.55 71.04 5.17 71.81

2008.................................. 66.99 82.94 70.97 5.51 74.07

2009.................................. 63.60 83.28 70.83 6.01 79.48

2010.................................. 62.58 83.78 70.72 6.57 77.74

2011.................................. 62.73 84.28 70.71 6.31 74.60

2012.................................. 63.31 84.80 70.81 6.16 81.07

2013.................................. 63.93 85.32 70.89 5.60 85.70

2014.................................. 64.46 85.82 70.94 5.36 84.81

2015.................................. 64.84 86.32 70.99 5.22 85.31

2016.................................. 65.13 86.82 71.03 5.16 85.17

2017.................................. 65.24 87.30 71.00 5.13 86.46

2018.................................. 65.15 87.77 70.96 5.14 87.22

2019.................................. 64.91 88.24 70.89 5.16 87.79

a The coverage rate is the number of persons with any covered employment during the year as a percentage of the average beginning of year and end of year total population aged 16

or older.

b 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.

c 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.

d 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 disability exposed population for calendar year 2000.

e The disability termination rate is the number of disabled workers leaving the DI rolls (due to all reasons including death, recovery, and attainment of normal retirement age) per

thousand disabled worker beneficiaries.
Benefit Payments

22

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 2009, benefit payments account for more

than 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), as explained

in section II.

The following subsections provide detail of the projections

of the number of beneficiaries for the OASDI program—section IIIA along with tables III.A3-III.A52 present results for

the DI program; section IIIB along with tables III.B1-III.B92

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 Estimates

Group of the Long-Range Office of the Chief Actuary provides population projections based on assumptions such as

fertility, mortality, and immigration, as described in section

II.C. Data on quarters of coverage from the CWHS is then

used to estimate the portion of the general population that is

fully insured, as described above in II.D.2. Table III.A3

shows the fully insured population under normal retirement

age.

1. Workers who are Insured for Disability

Disability insured status requires fully insured status as well

as a recent connection to the labor force, as described in section II.D3. 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 sex and single year of age (for ages

15 to 65) for each year in the future by first projecting the

ratio of the disability insured population to the fully insured

population (represented as a percentage by DIFIt). That ratio

is projected using a time series regression, where the dependent variables are the year and the labor force participation

rate for that age and sex. A summary of the labor force participation rates in 5-year age groups is shown in table III.A4.

The dependent variable is a transformation of DIFIt, specifically 100/(100–DIFIt

); this is intended to help produce a

smooth trajectory toward, but below, 100 percent.

The time series model has an autocorrelation correction,

using the dependent variable lagged one year as an additional independent variable. Finally, the DIFI values as projected by the regression are subject to maximum and

minimum values to keep the projected ratios within reasonable bounds. Table III.A5 shows the DIFI values, which are

applied to the projected fully insured population to create the

projected disability insured population. The disability

insured population is shown in table III.A6.

The projections under the intermediate assumptions show

that the total number of disability insured workers increases

steadily throughout the short-range period. The average
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annual growth rate over 2010-19 is roughly 0.5 percent. On a

gender-specific basis, the annual growth rate is 0.3 percent

for males, and 0.8 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 were still considered eligible for disability benefits before they attained the normal retirement

age (NRA) of 65 years 2 months in 2004. For each birth

cohort from 1939 to 1943, the NRA increased by 2 months

relative to the prior cohort, reaching 66 years for those born

in 1943 through 1954.1 Upon attainment of NRA, these individuals are no longer considered to be eligible for disabled

worker benefits, but may be eligible for retired worker benefits.

2. 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 exposure2 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. The disability insured population and

the population in force for disability benefits required for the

exposure calculation are summarized in tables III.A6 and

III.A7, respectively. Refer to appendix C 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. Although the projection of award rates is not further disaggregated by type of impairment, historical impairmentspecific data are examined from time to time to assure that

any emerging trends for certain impairments are captured in

the age-sex-specific projections.

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 the most

recently completed historical year, by age group and

gender. This validation process either reinforces the

assumptions used to produce the estimates, or uncovers

errors or inadequacies in these assumptions, which have

to be addressed. We then try to identify one-time events

versus permanent legislative changes or trends, and

adjust the following year’s projection 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 can 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.

• Adjust for the effect of the current recession on disability

incidence. The economic assumptions for the 2010

Trustees Report include a gradual economic recovery

with unemployment rates gradually declining to their

ultimate levels in all three alternatives. For this Trustees

Report, in addition to the aforementioned analysis of

trends in economic variables, we made an additional

adjustment to our incidence rates to account for the pattern of unemployment rates. To project changes in

awards due to the recession, we analyzed the effect of

high unemployment rates on incidence rates in past

recessions. Higher-than-average unemployment rates

have resulted, and will continue to result, in increases in

awards; these higher incidence rates will be followed by

somewhat lower incidence rates during the recovery

period. The adjustment in incidence rates for each alternative is based on the timing and level of increased

unemployment rates due to the recession.

1 For further information on the increase in the normal retirement age, see

appendix B.

2 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.
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• 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 to 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 46 to 64) moves through the

peak ages of disability incidence.

• 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. But that effect gradually diminshes, as 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 roughly 35 percent allowance at the initial

stage to roughly 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 retired

worker 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; a difference in maximum family

benefits payable (OASI usually allows a greater amount

per household, if there are auxiliary beneficiaries); and

possible legal expenses. Despite the apparent difficulties

associated with getting a DI benefit, the alternative is to

wait longer for full retired worker benefits, or receive a

greater actuarial reduction by taking early benefits. Consequently, the short-range model assumes an induced

increase in future disability awards among workers over

the age of 60, as the normal retirement age begins to

increase again, for those attaining age 62 in 2017.

• Account for the special administrative action, undertaken by SSA beginning in 2001, to identify and award

benefits from the DI Trust Fund to a substantial number

of current and former recipients of Supplemental Security Income (SSI) benefits whose disability-insured status under the DI program was not previously

recognized. As of the 2010 Trustees Report, the majority of this special disability workload has been processed, with a small number of awards estimated to

occur in 2010. On an historical basis, this initiative has

resulted in higher disability awards, and consequently,

higher incidence rates over the period 2001 through

2009. Future incidence rates are projected based on

experience which excludes this workload as this was a

special non-recurring administrative action not expected

to affect long-term trends.

Adjusted Incidence Rates

The overall incidence rate for a particular year may be

expressed on a gross basis, where awards for the stated year

are divided by exposure for that same year, or on an age-sexadjusted basis. 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 2000. They show what the

incidence rate would have been in any particular year given

the age and gender distribution of the insured population of

2000. Refer to appendix D 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
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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 factors3.

There are many additional factors which may have a significant impact on both the number of disability claims filed and

the resulting number of awards. For instance, the level of

administrative funding affects the control of current caseloads and backlogs; public pressure to alter program policy

may lead to changes in regulations or legislative action; and

court involvement in the determination and appeals process,

as well as class action suits challenging Social Security’s

interpretation of the law, affects the number of awarded beneficiaries.

The impact of any one factor is difficult to gauge. As shown,

they may be political, administrative, economic, or demographic in nature. Some factors evolve slowly over time with

well-defined 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.

3. 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 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 a

retired worker 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 retired

worker benefits prior to NRA5; 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 C for details of termination calculations.

Most terminations occur as a result of either conversion or

death. In calendar year 2009, roughly 54 percent of total terminations were by conversion, 36 percent were by death; 7

percent were by return-to-work or medical recovery; and 3

percent were by other reasons. In developing termination

rates for the individual age-sex 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

3 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.

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

2010, an employee averaging over $1,000 per month will ordinarily demonstrate SGA; $1,000 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” and appendix B for

details on the scheduled increases.
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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 retired

workers as of the month in which they attain NRA. As a

result of the scheduled increase in NRA, conversions are

lower in the years the transition cohorts attain NRA, which

are 2003-08 for the change from 65 to 66. Specifically, in

2003, there were 10 months of conversions from the 1938

cohort; in 2004, there were 2 months of conversions from the

1938 birth cohort and 8 months of conversions from the

1939 cohort; in 2005, there were 4 months of conversions

from the 1939 cohort and 6 months of conversion from the

1940 cohort; in 2006, there were 6 months of conversions

from the 1940 cohort and 4 months of conversions from the

1941 cohort; in 2007, there were 8 months of conversions

from the 1941 cohort and 2 months of conversions from the

1942 cohort; in 2008, there were 10 months of conversions

from the 1942 cohort; and in 2009 the transition was completed and there were 12 months of conversions from the

1943 cohort which has an NRA of exact age 66. This

explains the sharp increase from 269 thousand in 2008 to

339 thousand in 2009. This reduction in conversions will

happen again in the years 2021-26 when the NRA is scheduled to change from 66 to 67. 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. Legislation, such as the elimination of drug and alcohol related

impairments (Public Law 104-121), and an increasing number of awards to older workers whose determinations are

based on a set of vocational factors rather than a single

severe disability, can change the overall population mix of

beneficiaries. An increasing proportion of younger and physically healthier beneficiaries are awarded as a result of mental impairments. From a modeling standpoint, these effects

are quantified, and the results are blended with general longrange mortality improvements to predict death rates among

disabled workers.

Note that although disability mortality rates are expected to

decline in the future, the DI program will nevertheless 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 priorities, and legislation.

Public Law 104-121 provided 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 were eliminated, and maturing CDRs were being

worked in a timely fashion. However, administrative budget

limitations in the past several years have limited the number

of scheduled CDRs processed under the DI program, which

have caused the terminations due to recovery to drop. Our

short-range projections assume that the number of recoveries

continues at the temporarily low level through 2011. Beginning in 2012, we have assumed that the backlog of CDRs

will be worked down due to the provision of additional funding, leading to a temporary increase in the number of terminations from recovery. In 2016, we have assumed that the

number of recoveries drops, reflecting the working down of

the backlog, and is relatively unchanged thereafter as CDRs

are assumed to be processed in a timely manner.

Due to the enactment of the 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.
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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.

All Other Reasons

The main “other” reason for termination is the voluntary

conversion to retired worker benefits prior to NRA, which a

disabled worker may elect to do beginning at age 62. 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 retired

worker 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 short-range

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 E indicates that over

the period 1975-95, the average age of a disabled worker

award generally declined from 51.5 to 48.5 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

retired worker benefits each year, as well as lower death

rates.

Since 1995, the average age of a disabled worker in currentpayment status has trended back up, reaching 52.8 for males

and 52.6 for females by the end of 2009. 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, estimated to reach roughly 53.9 for

both males and females by the end of 2019. This trend will

help stabilize overall termination rates in the future, by counteracting decreases in death and recovery rates with

increases in the percentage of beneficiaries converting to

retired worker benefits each year.

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.

4. 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-payment status) 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.

5. 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.

6. 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 1.8

percent for males and 2.4 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.

Due to the economic recession and the projected period of

growth leading to economic stability, most of this projected

growth occurs in the first few years of the projection period,

with more modest growth in the latter half (0.4 and 0.7 percent in 2019 for males and females, respectively).

7. Children of Disabled Workers

Children of a disabled worker may be eligible for a benefit in

one of the three following categories:

• Minor child—benefits may be payable to a child of a

disabled worker, where the child is under age 18;
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• 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 age 18 or 19.

We recently revised our projection models to project children of disabled workers on an annual basis by category and

single year of age. The projections are done similarly to

those for children of retired workers as discussed in section

III.B.

a. Minor Children of Disabled Workers

Numbers of minor children of disabled workers are related to

the non-orphan population. Table III.A21 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 in force for minor children of disabled workers,

is projected by single year of age, at the end of each calendar

year, by adding awards for minor children to the number of

such children in force at the end of the previous year, and

applying termination rates. Table III.A22 summarizes the

number of minor children in force, by age group, as well as

the numbers relative to the corresponding non-orphan population.

The projected number of awards to minor children of disabled workers is based on award rates relative to the nonorphan population. The base award rate for each age equals a

weighted average of the rate for the 3 most recent historical

years. An adjustment is made to account for the change in

projected disabled worker awards relative to the historical

period used to develop the base award rates. The award rates

in 5-year age groups are shown in table III.A23. The number

of awards to minor children, shown in table III.A24, is projected to change primarily due to changes in the number of

disabled worker awards.

The projected termination rate for each age equals the

weighted average of the rate for the 3 most recent historical

years. (The termination rates and terminations are not

shown.)

The derivation of the number of minor children of disabled

workers in current-payment status from the number in force

is summarized in tables III.A25 and III.A26. Single year of

age withheld rates are projected to remain constant at their

last historically-known values. They are applied against the

projected numbers in force, to obtain projected withheld

numbers; the latter are subtracted from projected in force

numbers to arrive at projected numbers in current-payment

status.

The number of minor children in current-payment status is

projected to increase by about 17 percent, from

1,598 thousand at the end of 2009 to 1,871 thousand by the

end of 2019.

b. Disabled children of Disabled Workers

Disabled children of disabled workers are processed in relation to the uninsured population aged 18 or older. This population is shown in table III.A27. In force numbers are

projected by single year of age, at the end of each calendar

year, by adding disabled child awards to the number in force

at the end of the previous year, and applying termination

rates. Table III.A28 shows the results by 5-year age groups.

Projected award rates for disabled children of disabled workers are based upon historically established award rates, relative to the uninsured population. An adjustment is made to

account for the change in projected disabled worker awards

relative to the historical period used to develop the base

award rates. Awards for disabled children are projected to

increase mostly due to increases in the number of disabled

worker awards. The award rates for disabled children

(shown in table III.A29) show that the overall award rate is

expected to increase by 4 percent. The number of awards,

shown in table III.A30, are projected to increase by about

11 percent during the next 10 years.

In general, the projected termination rate for disabled children at each age equals the weighted average of the rate for

the 3 most recent historical years. In some cases, where there

is too little data to derive meaningful rates, the projected

rates are given prescribed values. In particular, for disabled

children at ages 55 and over, the termination rates are set

equal to 0.50 (1.0 for age 64). (The termination rates and terminations are not shown.)

The derivation of the numbers of disabled children of disabled workers in current-payment status from the numbers in

force is shown in tables III.A31, III.A32, and III.A33. Projected numbers in those tables are determined in a manner

similar to that for minor children of disabled workers.

The disabled child beneficiary population in current-payment status is projected to increase by 57 percent over the

projection period, from 91 thousand to 142 thousand by

2019, mostly due to increases in disabled worker awards.

c. Student Children of Disabled Workers

Table III.A34 shows a variety of historical and projected

data on student children of disabled workers. The projection

methodology used for this category is similar to those discussed above for minor and disabled children.

Award rates for student children are projected using a base

award rate, which for each age equals a weighted average of
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the rate for the 3 most recent historical years. An adjustment

is made to the weighted average historical rate such that the

base award rate is increased by a factor which increases linearly for the first 5 years of projection. A further adjustment

is made to account for the change in projected disabled

worker awards relative to the historical period used to

develop the base award rates. Awards are projected to

increase by 16 percent, from 119 thousand in 2009 to 137

thousand in 2019.

Current-payment status levels are estimated to increase by

about 11 percent over the projection period, from 59 thousand in December 2009 to 66 thousand in December 2019.

8. Young Spouses of Disabled Workers

Young wife and young husband beneficiaries are spouses of

disabled workers who are entitled to a benefit because they

are the parents of an eligible child, that is, a child of a disabled worker who is either under 16 or disabled and who is

in the spouse’s care.

Corresponding to the change in projection methodology for

children of disabled workers noted previously, we recently

revised our projection models to project young spouses of

disabled workers on an annual basis by sex and single year

of age. The projections are done similarly to those for young

spouses of retired workers as discussed in section III.B. 

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.A35 summarizes the number of young spouses of

disabled workers in force, by age group.

Awards to young wives and young husbands are projected

using award rates that relate the number of young spouse

awards to the number of awards to eligible children (defined

above). The award rate for each age is projected to equal the

weighted average of the rate for the 3 most recent historical

years. There are some awards at age 66, even though such

awards must terminate before the end of the year. The award

rates in 5-year age groups (awards per 1,000 eligible child

awards) are shown in table III.A36. The number of awards to

young spouses, shown in table III.A37, is projected to

increase slightly over the projection, corresponding to

changes in minor child and disabled child awards.

The termination rate for each age is projected to be equal to

the weighted average of the rate for the 3 most recent historical years. All rates through age 65 are held constant in all

future years. (The termination rates and terminations are not

shown.)

The derivation of the number of young spouses of disabled

workers in current-payment status from the number in force

is shown in tables III.A38, III.A39, and III.A40. Single year

of age withheld rates are projected to remain constant at their

last known values, except for age 65, which is set equal to

the value at age 64. The withheld rates in 5-year age groups

are shown in table III.A38. These rates are multiplied against

projected numbers in force, by single year of age, to produce

projected withheld numbers. The analogous 5-year age

group version appears in table III.A39. Finally, withheld

numbers are subtracted from in force numbers to produce

current-payment numbers, and table III.A40 shows the 5-

year age group version.

During the period 1980 through 2007, the number of young

wife beneficiaries with benefits in current-payment status, as

shown in table III.B57, declined steadily. The number has

stabilized in the past several years, and is projected to

decrease only slightly from the current 2009 level of 72

thousand to 66 thousand at the end of 2019. Numbers of

young husbands in current-payment status are small by comparison, projected to be less than 2,000 each year.

9. Aged Spouses of Disabled Workers

Benefits may be payable to a (divorced) spouse of a disabled

worker, where the spouse is entitled based solely on her or

his age (having attained 62). Awards to aged spouse beneficiaries of disabled workers are summarized in tables III.A41.

The short-range model produces quarterly estimates for this

category on a sex-specific basis.

Awards to aged wives are based on trends in the historical

ratio of these awards to male disabled worker awards, and

awards to aged husbands are based on trends in the historical

ratio of these awards to female disabled worker awards. The

model determines quarterly projections from annual awards

using interpolation which takes into account historical seasonal patterns in such awards.

Projections for aged spouse benefit terminations are produced quarterly by applying assumed termination rates to the

estimated exposure by sex, where exposure is estimated as

beginning-of-period in force, plus one-half of the awards for

the period. Projections for aged spouse in force and currentpayment populations, and suspensions are similar to those

for workers.

10. Quarterly Estimates of Disabled Workers and Auxiliaries

Annual awards and terminations are split into quarterly figures by beneficiary category and sex (except for children)

based on assumed quarterly distributions which vary by category. In force projections for the first three quarters are then

computed by adding awards during the quarter to the in force

at the end of the prior quarter and subtracting terminations

during the quarter. Withheld rates for the end of the first

three quarters of the year are computed by linearly interpo-
Benefit Payments

30

lating the end-of-year rates, and are applied to the projected

in force at the end of each of the first three quarters to obtain

quarterly projections of beneficiaries in current-payment status.

Tables III.A42-III.A52 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.

The total number of aged spouses in current-payment status

is projected to increase by 14 percent over the projection

period, from 85 thousand at the end of 2009 to 97 thousand

at the end of 2019, as shown in tables III.A47 and III.A48.

Total spouses of disabled workers in current-payment status,

including young spouses, are presented in table III.A49, and

are projected to increase slightly to 165 thousand at the end

of 2019 from 159 thousand at the end of 2009.

Figure 1 shows the overall trend in the total number of DI

disabled workers, spouses, and children in current-payment

status for 1975-2019.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions

Figure 1.—DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2019

[In millions]

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

8.0

9.0

10.0

11.0

12.0

13.0

1975 1978 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 2011 2014 2017

Calendar year

Children

Spouses

Workers

Historical Estimated
OASI Numbers

31

Source: Estimates prepared by the Office of the Chief Actuary based on data from Continuous Work History Sample.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A1.—Workers Fully Insured for Old-Age and Survivors Insurance Benefits a

(December 31 of each year, 1980-2019)

[In millions]

Year

Total Male Female

Total

Permanently

insured

Not

permanently

insured Total

Permanently

insured

Not

permanently

insured Total

Permanently

insured

Not

permanently

insured

1980................. 141.2 86.1 55.1 76.9 51.8 25.1 64.3 34.3 30.0

1981................. 143.6 88.7 54.9 77.9 52.9 24.9 65.8 35.8 29.9

1982................. 145.5 91.5 54.0 78.6 54.1 24.5 67.0 37.5 29.5

1983................. 147.2 94.7 52.5 79.2 55.4 23.8 67.9 39.2 28.7

1984................. 149.0 97.5 51.5 79.9 56.6 23.3 69.1 41.0 28.1

1985................. 151.5 100.6 50.9 81.0 57.8 23.2 70.5 42.8 27.7

1986................. 154.0 104.0 50.0 82.0 59.2 22.8 72.0 44.8 27.2

1987................. 156.3 107.9 48.4 83.0 61.0 22.0 73.3 46.9 26.4

1988................. 159.0 111.2 47.8 84.1 62.3 21.8 74.8 48.9 26.0

1989................. 162.1 114.2 47.9 85.6 63.6 22.1 76.5 50.7 25.8

1990................. 164.4 116.7 47.7 86.7 64.5 22.2 77.7 52.3 25.5

1991................. 166.3 119.1 47.3 87.5 65.3 22.2 78.8 53.8 25.1

1992................. 168.0 121.5 46.5 88.2 66.2 21.9 79.8 55.2 24.5

1993................. 169.5 123.9 45.6 88.8 67.1 21.7 80.7 56.7 24.0

1994................. 171.2 126.2 45.0 89.5 68.0 21.5 81.7 58.2 23.5

1995................. 173.6 128.7 44.9 90.6 69.1 21.5 83.0 59.6 23.4

1996................. 175.7 131.1 44.5 91.4 70.1 21.4 84.2 61.1 23.2

1997................. 178.0 133.9 44.1 92.5 71.4 21.1 85.5 62.5 23.0

1998................. 180.4 136.4 44.0 93.5 72.5 21.0 86.9 63.9 23.0

1999................. 183.3 138.9 44.3 94.8 73.6 21.1 88.5 65.3 23.2

2000................. 185.7 140.8 44.9 96.0 74.5 21.5 89.7 66.3 23.4

2001................. 188.1 142.9 45.2 97.0 75.3 21.7 91.1 67.5 23.5

2002................. 190.2 144.9 45.3 97.9 76.2 21.7 92.3 68.7 23.6

2003................. 192.0 147.0 45.0 98.6 77.1 21.6 93.4 69.9 23.4

2004................. 193.7 149.0 44.8 99.4 77.9 21.5 94.3 71.1 23.3

2005................. 195.9 151.2 44.7 100.4 78.8 21.6 95.6 72.4 23.2

2006................. 198.2 153.3 44.9 101.4 79.7 21.7 96.8 73.6 23.2

2007................. 200.6 155.6 45.0 102.4 80.6 21.8 98.2 74.9 23.2

2008................. 202.7 157.6 45.1 103.4 81.6 21.8 99.4 76.1 23.3

2009................. 204.6 159.5 45.1 104.2 82.4 21.8 100.4 77.1 23.3

2010................. 206.5 161.4 45.0 105.0 83.3 21.7 101.4 78.1 23.3

2011................. 208.4 163.3 45.1 105.9 84.1 21.8 102.5 79.2 23.3

2012................. 210.6 165.2 45.4 106.8 85.0 21.9 103.8 80.3 23.5

2013................. 212.9 167.1 45.8 107.9 85.8 22.1 105.1 81.4 23.7

2014................. 215.3 169.0 46.2 108.9 86.6 22.3 106.4 82.4 24.0

2015................. 217.5 171.0 46.5 109.9 87.5 22.4 107.7 83.6 24.1

2016................. 219.8 173.2 46.6 110.9 88.5 22.4 108.9 84.7 24.2

2017................. 222.0 175.4 46.6 111.8 89.5 22.3 110.2 85.9 24.3

2018................. 224.2 177.6 46.5 112.8 90.5 22.2 111.4 87.1 24.3

2019................. 226.3 179.8 46.4 113.7 91.6 22.1 112.6 88.3 24.3

a Figures exclude workers who are currently insured only; such workers are insured for certain survivor benefits only. There were about 2.3 million such workers at the end of 2005.
Benefit Payments

32

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis and Alternative Models Group.

Note: Future estimates based on 2010 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, 1980-2019)

[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 a Total

Male

1980 ........... 10,853.4 11,392.8 10,555.6 9,516.0 7,444.2 6,197.2 5,714.3 5,889.8 5,682.2 4,918.1 ... 78,163.5

1985 ........... 9,929.1 11,162.5 11,557.6 10,620.1 9,521.2 7,403.4 6,122.6 5,551.1 5,568.0 5,180.7 ... 82,616.1

1990 ........... 9,119.1 10,211.0 11,455.6 11,694.8 10,606.4 9,457.4 7,302.2 5,979.3 5,311.4 5,150.3 ... 86,287.4

1995 ........... 9,721.6 9,556.9 10,465.7 11,565.2 11,699.5 10,540.1 9,334.3 7,122.7 5,743.0 4,982.8 ... 90,731.8

2000 ........... 10,401.3 10,129.8 9,943.7 10,730.5 11,636.3 11,643.9 10,415.4 9,134.0 6,864.0 5,415.8 ... 96,314.6

2005 ........... 10,969.3 10,801.2 10,473.8 10,267.9 10,906.3 11,657.3 11,537.2 10,225.0 8,816.7 6,519.9 545.6 102,720.1

2006 ........... 11,118.2 10,852.5 10,727.9 10,159.2 10,973.4 11,461.1 11,649.5 10,507.4 9,057.8 6,869.9 768.7 104,145.6

2007 ........... 11,221.8 10,887.8 10,937.6 10,221.8 10,955.8 11,240.9 11,698.1 10,776.7 9,164.6 7,296.5 1,052.1 105,453.7

2008 ........... 11,289.1 11,003.5 11,067.4 10,349.3 10,847.0 11,049.3 11,740.7 10,988.4 9,385.3 7,622.0 1,307.1 106,649.2

2009 ........... 11,272.5 11,170.4 11,141.2 10,530.7 10,684.5 10,945.4 11,722.5 11,161.3 9,646.6 7,986.8 1,279.0 107,540.8

2010 ........... 11,192.4 11,345.0 11,201.4 10,750.2 10,479.7 10,975.9 11,588.6 11,323.9 9,911.7 8,394.3 1,262.3 108,425.3

2011 ........... 11,100.8 11,502.9 11,254.7 10,963.6 10,332.9 11,033.2 11,389.9 11,429.4 10,176.4 8,628.4 1,486.7 109,299.0

2012 ........... 11,037.0 11,627.2 11,308.7 11,143.3 10,349.4 11,002.7 11,174.5 11,478.7 10,432.3 8,732.8 1,669.1 109,955.7

2013 ........... 11,010.7 11,691.3 11,415.6 11,271.6 10,466.0 10,888.9 10,981.9 11,518.0 10,636.7 8,943.0 1,619.1 110,442.7

2014 ........... 11,028.9 11,672.8 11,580.1 11,346.5 10,639.5 10,724.1 10,878.8 11,499.7 10,805.0 9,194.1 1,634.2 111,003.9

2015 ........... 11,084.0 11,591.9 11,753.8 11,407.4 10,854.3 10,518.2 10,908.9 11,369.5 10,963.9 9,450.0 1,663.1 111,564.9

2016 ........... 11,132.4 11,501.3 11,912.2 11,461.4 11,066.1 10,370.1 10,966.0 11,176.7 11,068.6 9,706.9 1,716.8 112,078.5

2017 ........... 11,175.3 11,438.6 12,037.2 11,515.4 11,246.0 10,383.5 10,935.8 10,967.8 11,119.1 9,955.9 1,769.3 112,543.7

2018 ........... 11,235.8 11,413.2 12,102.4 11,621.9 11,375.4 10,496.2 10,823.1 10,781.6 11,160.0 10,155.6 1,823.1 112,988.0

2019 ........... 11,291.9 11,432.4 12,085.2 11,785.9 11,451.5 10,666.2 10,660.1 10,683.1 11,144.9 10,320.9 1,878.7 113,400.7

Female

1980 ........... 10,435.2 10,979.4 10,288.0 9,383.0 7,430.7 6,225.0 5,794.9 6,140.9 6,152.2 5,549.4 ... 78,378.6

1985 ........... 9,433.2 10,714.5 11,202.8 10,412.6 9,438.9 7,438.1 6,206.0 5,739.8 5,985.7 5,938.5 ... 82,510.0

1990 ........... 8,656.2 9,688.9 11,017.4 11,405.6 10,484.6 9,449.7 7,405.4 6,146.2 5,637.9 5,760.0 ... 85,651.9

1995 ........... 9,167.6 9,098.4 10,029.7 11,221.2 11,515.6 10,524.9 9,429.7 7,320.4 6,023.2 5,454.3 ... 89,784.9

2000 ........... 9,828.3 9,507.2 9,520.7 10,355.7 11,356.2 11,553.3 10,503.3 9,340.0 7,180.0 5,833.7 ... 94,978.4

2005 ........... 10,427.9 10,125.0 9,853.2 9,846.0 10,544.5 11,436.4 11,540.4 10,421.7 9,158.5 6,991.7 598.7 100,944.0

2006 ........... 10,592.7 10,202.8 10,070.9 9,714.1 10,600.9 11,215.2 11,631.9 10,694.7 9,410.5 7,349.4 842.4 102,325.5

2007 ........... 10,710.6 10,262.9 10,248.1 9,733.9 10,569.2 10,966.4 11,661.9 10,950.1 9,522.5 7,782.2 1,147.1 103,554.9

2008 ........... 10,795.9 10,414.3 10,381.7 9,846.9 10,468.7 10,762.6 11,678.4 11,163.2 9,750.0 8,121.0 1,423.3 104,806.0

2009 ........... 10,796.2 10,616.8 10,470.1 10,018.5 10,310.9 10,654.3 11,629.3 11,333.7 10,014.0 8,498.9 1,396.2 105,738.9

2010 ........... 10,731.5 10,826.4 10,555.6 10,223.0 10,109.5 10,680.8 11,472.5 11,482.3 10,281.2 8,920.9 1,380.6 106,664.1

2011 ........... 10,654.6 11,017.6 10,649.8 10,412.7 9,962.8 10,737.8 11,251.1 11,571.8 10,545.4 9,167.7 1,607.2 107,578.3

2012 ........... 10,605.6 11,165.0 10,748.2 10,574.4 9,970.3 10,713.2 11,014.8 11,606.5 10,797.5 9,279.4 1,795.2 108,270.1

2013 ........... 10,589.0 11,245.7 10,894.2 10,699.8 10,074.7 10,606.0 10,808.3 11,617.6 11,002.5 9,494.2 1,748.6 108,780.5

2014 ........... 10,607.6 11,242.8 11,094.6 10,783.1 10,236.6 10,444.4 10,698.5 11,566.8 11,168.2 9,748.7 1,764.4 109,355.6

2015 ........... 10,655.9 11,176.4 11,302.6 10,867.3 10,432.6 10,241.2 10,723.1 11,411.3 11,312.8 10,008.1 1,795.1 109,926.3

2016 ........... 10,693.0 11,099.6 11,493.2 10,962.7 10,616.0 10,093.8 10,778.8 11,193.6 11,400.4 10,266.4 1,849.0 110,446.4

2017 ........... 10,722.7 11,051.0 11,639.7 11,062.8 10,773.0 10,099.2 10,753.2 10,961.5 11,434.4 10,513.5 1,902.2 110,913.2

2018 ........... 10,771.0 11,034.8 11,719.9 11,209.8 10,895.6 10,200.3 10,645.6 10,759.0 11,445.4 10,714.7 1,957.7 111,353.8

2019 ........... 10,818.3 11,053.5 11,717.2 11,410.4 10,977.8 10,358.4 10,484.6 10,651.7 11,396.1 10,877.5 2,013.4 111,759.0

Total

1980 ........... 21,288.6 22,372.1 20,843.6 18,899.0 14,874.9 12,422.1 11,509.3 12,030.6 11,834.4 10,467.4 ... 156,542.1

1985 ........... 19,362.3 21,877.0 22,760.3 21,032.7 18,960.1 14,841.4 12,328.6 11,290.9 11,553.7 11,119.2 ... 165,126.2

1990 ........... 17,775.2 19,899.9 22,473.0 23,100.4 21,091.0 18,907.1 14,707.5 12,125.6 10,949.3 10,910.3 ... 171,939.3

1995 ........... 18,889.2 18,655.3 20,495.3 22,786.4 23,215.1 21,065.0 18,764.0 14,443.1 11,766.2 10,437.0 ... 180,516.7

2000 ........... 20,229.6 19,637.0 19,464.3 21,086.3 22,992.5 23,197.1 20,918.7 18,474.0 14,044.0 11,249.6 ... 191,293.0

2005 ........... 21,397.2 20,926.2 20,327.1 20,113.9 21,450.8 23,093.6 23,077.6 20,646.8 17,975.2 13,511.6 1,144.3 203,664.1

2006 ........... 21,710.9 21,055.3 20,798.8 19,873.3 21,574.3 22,676.3 23,281.5 21,202.1 18,468.3 14,219.3 1,611.1 206,471.2

2007 ........... 21,932.3 21,150.8 21,185.7 19,955.7 21,525.1 22,207.3 23,360.0 21,726.7 18,687.1 15,078.8 2,199.1 209,008.7

2008 ........... 22,085.0 21,417.8 21,449.1 20,196.2 21,315.7 21,812.0 23,419.1 22,151.6 19,135.3 15,743.0 2,730.4 211,455.1

2009 ........... 22,068.7 21,787.3 21,611.3 20,549.2 20,995.3 21,599.7 23,351.8 22,495.0 19,660.6 16,485.7 2,675.2 213,279.7

2010 ........... 21,923.9 22,171.4 21,757.0 20,973.2 20,589.2 21,656.6 23,061.1 22,806.1 20,192.8 17,315.1 2,642.9 215,089.3

2011 ........... 21,755.4 22,520.5 21,904.5 21,376.3 20,295.7 21,771.1 22,641.0 23,001.3 20,721.8 17,796.1 3,093.9 216,877.3

2012 ........... 21,642.6 22,792.3 22,056.9 21,717.7 20,319.8 21,715.9 22,189.3 23,085.2 21,229.8 18,012.2 3,464.3 218,225.9

2013 ........... 21,599.7 22,937.0 22,309.8 21,971.4 20,540.7 21,494.9 21,790.2 23,135.6 21,639.2 18,437.1 3,367.7 219,223.2

2014 ........... 21,636.5 22,915.6 22,674.7 22,129.6 20,876.2 21,168.6 21,577.3 23,066.6 21,973.2 18,942.8 3,398.5 220,359.5

2015 ........... 21,739.8 22,768.3 23,056.4 22,274.8 21,286.9 20,759.4 21,632.0 22,780.8 22,276.7 19,458.1 3,458.2 221,491.2

2016 ........... 21,825.4 22,600.9 23,405.3 22,424.1 21,682.1 20,463.9 21,744.7 22,370.3 22,469.0 19,973.4 3,565.8 222,524.9

2017 ........... 21,898.0 22,489.6 23,676.9 22,578.2 22,019.0 20,482.7 21,688.9 21,929.3 22,553.4 20,469.4 3,671.5 223,456.9

2018 ........... 22,006.8 22,448.0 23,822.3 22,831.7 22,271.0 20,696.5 21,468.7 21,540.5 22,605.4 20,870.3 3,780.8 224,341.8

2019 ........... 22,110.2 22,486.0 23,802.4 23,196.3 22,429.3 21,024.7 21,144.7 21,334.9 22,541.0 21,198.4 3,892.1 225,159.8

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

33

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 2010 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, 1980-2019)

[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 a Total

Male

1980........... 3,667.2 10,229.0 10,202.9 9,230.5 7,181.9 5,831.3 5,278.3 5,402.6 5,298.3 4,621.9 ... 66,943.9

1985........... 2,291.2 9,419.9 10,885.1 10,247.8 9,203.7 7,102.0 5,737.6 5,126.0 5,136.2 4,882.3 ... 70,031.7

1990........... 2,542.1 8,667.8 10,749.9 11,072.5 10,202.8 9,117.1 6,970.8 5,591.9 4,931.2 4,779.7 ... 74,625.8

1995........... 2,063.6 7,729.7 9,661.3 10,963.1 11,157.2 10,139.8 8,970.0 6,800.7 5,381.6 4,713.2 ... 77,580.0

2000........... 2,519.6 8,152.0 8,960.3 10,022.2 11,084.0 11,139.1 10,003.5 8,773.0 6,587.8 5,129.7 ... 82,371.3

2005........... 1,800.9 8,417.3 9,320.0 9,313.6 10,195.7 11,133.2 11,072.5 9,804.9 8,452.6 6,222.1 515.7 86,248.6

2006........... 1,810.8 8,380.0 9,532.7 9,117.8 10,187.8 10,894.5 11,174.0 10,083.3 8,674.9 6,554.9 726.2 87,136.8

2007........... 1,805.8 8,378.2 9,715.8 9,092.0 10,089.4 10,631.1 11,215.2 10,343.0 8,773.9 6,993.9 1,005.8 88,043.9

2008........... 1,793.5 8,311.3 9,839.9 9,194.9 9,939.2 10,403.3 11,247.9 10,540.5 8,990.5 7,265.3 1,230.5 88,756.7

2009........... 1,711.2 8,252.9 9,887.8 9,365.3 9,737.6 10,253.7 11,206.0 10,701.6 9,248.8 7,591.5 1,195.2 89,151.6

2010........... 1,587.7 8,199.0 9,895.6 9,590.9 9,497.3 10,227.7 11,051.7 10,851.6 9,511.4 7,992.2 1,186.1 89,591.2

2011........... 1,509.6 8,182.3 9,876.5 9,820.4 9,310.3 10,228.1 10,823.6 10,952.6 9,767.5 8,228.2 1,403.0 90,101.9

2012........... 1,465.3 8,203.7 9,856.5 10,008.9 9,286.3 10,146.7 10,570.8 10,995.3 10,014.1 8,339.5 1,580.6 90,467.6

2013........... 1,484.7 8,264.6 9,892.1 10,125.5 9,362.8 9,989.3 10,338.2 11,023.6 10,207.6 8,549.4 1,537.4 90,775.1

2014........... 1,523.8 8,260.3 9,979.3 10,170.8 9,507.0 9,785.1 10,188.6 10,988.2 10,368.4 8,796.9 1,555.2 91,123.5

2015........... 1,579.3 8,205.5 10,086.0 10,183.7 9,700.2 9,543.7 10,161.6 10,838.7 10,521.7 9,047.7 1,585.5 91,453.7

2016........... 1,635.8 8,140.3 10,184.7 10,177.3 9,903.9 9,390.6 10,166.7 10,614.0 10,623.5 9,298.7 1,639.0 91,774.4

2017........... 1,687.1 8,090.2 10,265.5 10,167.3 10,060.8 9,401.6 10,100.9 10,366.6 10,674.3 9,541.2 1,691.0 92,046.5

2018........... 1,724.5 8,065.4 10,298.5 10,203.0 10,153.2 9,503.0 9,967.4 10,141.4 10,703.2 9,735.9 1,743.9 92,239.3

2019........... 1,747.0 8,071.0 10,271.1 10,287.8 10,182.1 9,656.5 9,800.0 9,999.0 10,672.1 9,897.1 1,798.4 92,382.1

Female

1980........... 2,838.1 8,934.1 9,063.1 7,843.0 5,711.5 4,474.6 3,968.4 4,089.0 4,077.0 3,673.2 ... 54,671.9

1985........... 1,953.5 8,338.3 9,899.9 9,060.8 7,837.3 5,795.9 4,559.7 3,985.5 3,993.4 3,953.8 ... 59,378.0

1990........... 2,219.3 7,805.1 9,753.5 10,051.2 9,136.0 7,975.1 5,877.0 4,570.2 3,930.8 3,898.3 ... 65,216.3

1995........... 1,895.9 7,174.0 8,883.8 9,933.7 10,147.7 9,219.2 8,026.0 5,872.0 4,498.9 3,875.6 ... 69,526.7

2000........... 2,382.2 7,763.9 8,470.0 9,165.0 10,135.4 10,259.4 9,254.5 7,980.6 5,775.8 4,450.6 ... 75,637.4

2005........... 1,815.9 8,048.8 8,957.1 8,792.0 9,379.3 10,309.4 10,349.0 9,204.4 7,816.0 5,700.1 479.5 80,851.5

2006........... 1,836.6 8,053.3 9,147.8 8,668.7 9,419.9 10,076.0 10,460.5 9,473.0 8,098.0 6,061.6 684.4 81,979.9

2007........... 1,841.8 8,096.3 9,316.5 8,676.3 9,395.0 9,827.5 10,520.9 9,735.2 8,259.6 6,527.8 951.1 83,147.9

2008........... 1,828.6 8,049.9 9,452.6 8,807.4 9,298.7 9,622.4 10,559.9 9,943.7 8,511.8 6,849.6 1,173.5 84,098.0

2009........... 1,748.6 8,030.1 9,508.4 8,997.9 9,156.7 9,503.0 10,532.3 10,127.4 8,792.9 7,136.1 1,114.6 84,648.0

2010........... 1,630.3 8,013.8 9,522.9 9,229.1 8,976.5 9,518.9 10,383.5 10,299.8 9,071.4 7,554.3 1,120.4 85,320.9

2011........... 1,544.5 8,035.9 9,523.6 9,440.6 8,858.9 9,574.2 10,159.0 10,427.4 9,349.0 7,833.7 1,322.9 86,069.7

2012........... 1,501.5 8,096.0 9,522.7 9,623.9 8,873.9 9,561.1 9,926.5 10,501.2 9,608.0 8,017.2 1,496.2 86,728.0

2013........... 1,523.5 8,172.3 9,582.1 9,743.5 8,998.5 9,460.9 9,725.4 10,552.9 9,825.5 8,274.1 1,474.8 87,333.6

2014........... 1,569.7 8,179.5 9,710.5 9,782.8 9,191.7 9,314.1 9,609.3 10,530.0 10,019.8 8,549.9 1,504.3 87,961.5

2015........... 1,634.9 8,133.1 9,852.4 9,779.8 9,422.3 9,140.9 9,628.4 10,383.9 10,205.1 8,825.7 1,544.8 88,551.4

2016........... 1,699.9 8,074.8 9,996.6 9,768.2 9,628.2 9,021.7 9,685.7 10,170.2 10,344.1 9,100.6 1,604.0 89,094.0

2017........... 1,758.3 8,034.0 10,116.3 9,746.2 9,798.8 9,038.2 9,672.6 9,939.6 10,425.3 9,382.3 1,661.9 89,573.7

2018........... 1,801.1 8,016.7 10,186.0 9,772.0 9,906.4 9,157.7 9,575.2 9,743.1 10,474.5 9,610.4 1,722.4 89,965.4

2019........... 1,827.7 8,033.7 10,183.4 9,864.7 9,936.8 9,345.7 9,425.8 9,634.0 10,453.1 9,833.1 1,782.7 90,320.8

Total

1980........... 6,505.3 19,163.1 19,265.9 17,073.5 12,893.4 10,305.9 9,246.8 9,491.6 9,375.3 8,295.0 ... 121,615.8

1985........... 4,244.7 17,758.2 20,785.0 19,308.6 17,041.0 12,897.9 10,297.3 9,111.4 9,129.5 8,836.1 ... 129,409.7

1990........... 4,761.4 16,472.9 20,503.4 21,123.7 19,338.7 17,092.2 12,847.8 10,162.1 8,861.9 8,678.0 ... 139,842.0

1995........... 3,959.5 14,903.7 18,545.1 20,896.8 21,304.8 19,358.9 16,996.0 12,672.7 9,880.4 8,588.9 ... 147,106.7

2000........... 4,901.8 15,916.0 17,430.3 19,187.3 21,219.4 21,398.5 19,258.0 16,753.7 12,363.6 9,580.3 ... 158,008.7

2005........... 4,809.5 16,356.6 17,163.8 19,240.4 20,772.2 21,614.9 19,789.8 17,267.8 13,096.4 9,970.2 ... 160,081.4

2006........... 4,422.6 16,630.2 17,273.9 19,207.0 20,324.8 21,822.1 20,333.1 17,460.3 13,973.1 10,457.4 ... 161,904.5

2007........... 3,984.1 16,638.1 17,495.7 18,930.8 19,867.4 21,876.4 20,730.7 17,932.4 14,648.8 11,080.6 314.2 163,499.0

2008........... 3,710.3 16,548.6 17,844.4 18,552.5 19,589.8 21,772.6 21,094.1 18,458.0 15,420.1 11,456.1 632.3 165,078.8

2009........... 3,616.8 16,466.1 18,277.1 18,105.6 19,575.0 21,442.6 21,421.5 19,009.3 16,268.5 11,922.2 995.3 167,100.1

2010........... 3,647.4 16,433.3 18,680.5 17,786.4 19,607.7 20,970.5 21,634.5 19,556.4 16,772.9 12,616.5 1,410.6 169,116.7

2011........... 3,647.6 16,474.5 19,032.2 17,768.3 19,484.4 20,458.6 21,736.0 20,078.2 17,033.5 13,521.6 1,956.9 171,191.9

2012........... 3,622.1 16,361.1 19,292.5 18,002.2 19,237.9 20,025.7 21,807.8 20,484.2 17,502.3 14,114.9 2,404.0 172,854.7

2013........... 3,459.8 16,283.0 19,396.2 18,363.2 18,894.3 19,756.7 21,738.3 20,829.0 18,041.7 14,727.6 2,309.8 173,799.6

2014........... 3,218.0 16,212.7 19,418.5 18,820.0 18,473.8 19,746.6 21,435.2 21,151.3 18,582.8 15,546.5 2,306.5 174,912.0

2015........... 3,054.1 16,218.2 19,400.0 19,261.0 18,169.2 19,802.3 20,982.6 21,380.0 19,116.5 16,061.8 2,725.9 176,171.6

2016........... 2,966.8 16,299.7 19,379.2 19,632.8 18,160.2 19,707.8 20,497.3 21,496.5 19,622.1 16,356.7 3,076.8 177,195.6

2017........... 3,008.2 16,436.9 19,474.2 19,869.0 18,361.3 19,450.2 20,063.5 21,576.4 20,033.1 16,823.5 3,012.3 178,108.7

2018........... 3,093.5 16,439.8 19,689.7 19,953.6 18,698.7 19,099.2 19,797.9 21,518.2 20,388.2 17,346.9 3,059.4 179,085.0

2019........... 3,214.2 16,338.6 19,938.4 19,963.6 19,122.5 18,684.6 19,790.0 21,222.7 20,726.8 17,873.5 3,130.2 180,005.1

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

34

Sources:

• Historical rates are annual averages from January issues of Employment and Earnings.

• Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A4.—Labor Force Participation Rates

(By age and gender, calendar years 1980-2019)

[Percent]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a

Male

1980 ............. 73.20 87.00 94.70 96.20 96.00 95.10 93.30 89.30 81.90 61.00 ...

1985 ............. 70.45 86.09 94.17 95.63 95.42 94.76 93.35 88.61 79.60 55.62 ...

1990 ............. 68.39 85.39 94.00 94.69 94.91 93.97 92.29 88.86 79.91 55.53 ...

1991 ............. 66.64 84.54 93.61 94.13 94.50 93.89 92.25 88.42 79.13 54.74 ...

1992 ............. 67.08 84.24 93.40 94.55 94.20 93.31 92.13 88.96 79.02 54.67 ...

1993 ............. 66.20 84.10 93.19 93.97 93.81 93.13 91.65 88.09 78.24 54.06 ...

1994 ............. 66.06 83.90 92.18 93.30 92.94 92.77 91.01 86.72 76.92 52.77 ...

1995 ............. 67.15 83.90 92.56 93.73 92.61 92.10 90.73 86.40 77.35 53.14 ...

1996 ............. 66.10 83.29 93.12 93.57 92.87 92.04 90.81 86.92 77.85 54.27 ...

1997 ............. 64.80 83.28 92.69 93.57 93.14 92.10 90.84 87.85 78.66 54.48 ...

1998 ............. 65.20 82.74 92.96 93.74 93.14 92.26 90.82 87.29 78.41 55.43 ...

1999 ............. 65.13 82.66 92.93 93.90 93.42 92.32 90.36 86.97 78.39 54.83 ...

2000 ............. 65.82 83.32 92.72 94.30 93.34 92.17 90.21 86.80 77.06 54.94 ...

2001 ............. 63.54 82.32 91.93 93.83 93.02 92.25 90.24 86.64 77.27 56.61 ...

2002 ............. 61.88 81.47 91.61 93.51 92.83 91.68 90.21 86.56 78.04 57.60 ...

2003 ............. 59.22 80.93 90.93 93.10 92.95 91.51 89.27 85.99 77.62 57.16 57.16

2004 ............. 59.34 80.43 91.15 93.05 92.85 91.29 89.35 85.42 77.59 57.01 57.01

2005 ............. 58.79 79.94 91.00 92.85 92.72 91.65 89.36 85.89 77.61 58.02 58.02

2006 ............. 59.14 80.45 90.82 93.03 93.06 91.31 89.87 86.13 77.69 58.64 58.64

2007 ............. 56.18 79.51 91.57 93.25 93.13 91.69 89.88 86.46 77.77 59.21 59.21

2008 ............. 56.23 79.57 90.56 93.11 92.89 91.92 89.77 86.24 78.82 59.92 59.92

2009 ............. 52.21 77.97 89.35 92.09 92.64 91.12 88.83 86.19 78.16 61.05 61.05

2010 ............. 47.87 77.59 88.80 91.27 92.43 90.83 88.13 84.66 76.19 57.95 57.95

2011 ............. 47.88 77.53 88.64 91.03 92.22 90.70 87.82 83.77 75.72 56.21 56.21

2012 ............. 48.90 77.71 88.83 91.05 92.21 90.63 87.93 83.56 75.69 55.97 55.97

2013 ............. 50.24 77.98 89.17 91.20 92.18 90.66 88.19 83.56 75.93 56.17 56.17

2014 ............. 51.50 78.24 89.49 91.35 92.11 90.71 88.44 83.60 76.19 56.66 56.66

2015 ............. 52.61 78.46 89.74 91.50 92.01 90.76 88.60 83.65 76.51 56.81 56.81

2016 ............. 53.51 78.63 89.92 91.63 91.89 90.82 88.59 83.77 76.77 57.09 57.09

2017 ............. 54.16 78.74 90.05 91.74 91.79 90.83 88.51 83.95 76.94 57.23 57.23

2018 ............. 54.40 78.77 90.06 91.76 91.67 90.68 88.43 84.19 77.02 57.04 57.04

2019 ............. 54.44 78.76 90.03 91.74 91.58 90.46 88.37 84.43 77.05 57.00 57.00

Female

1980 ............. 62.30 69.20 66.80 64.10 64.90 66.10 62.10 57.80 48.60 33.30 ...

1985 ............. 61.93 72.09 71.52 70.40 71.72 71.86 67.78 60.83 50.32 33.44 ...

1990 ............. 60.45 71.55 73.74 73.43 75.52 77.48 74.73 66.88 55.29 35.50 ...

1991 ............. 59.63 70.35 73.35 73.06 75.62 77.65 75.37 67.78 55.67 35.05 ...

1992 ............. 58.92 71.12 74.26 73.74 75.59 78.08 75.76 68.67 56.77 36.42 ...

1993 ............. 60.37 71.14 73.68 73.36 75.39 77.97 76.43 69.80 57.09 37.00 ...

1994 ............. 60.26 71.26 74.45 73.77 76.03 78.34 77.65 70.67 59.18 37.81 ...

1995 ............. 61.74 70.56 74.96 75.09 76.39 78.15 77.25 70.75 59.49 38.01 ...

1996 ............. 60.15 71.54 75.95 74.76 76.59 78.65 78.05 71.86 59.80 38.15 ...

1997 ............. 61.41 72.91 77.43 74.94 76.70 78.94 78.10 73.50 60.73 39.51 ...

1998 ............. 62.79 73.21 77.41 75.45 75.65 78.63 78.82 73.00 61.28 39.13 ...

1999 ............. 61.12 73.45 77.01 75.96 76.27 78.27 78.95 74.03 61.83 38.82 ...

2000 ............. 61.53 73.25 76.85 75.56 75.77 78.75 79.14 74.15 61.37 40.22 ...

2001 ............. 59.40 72.98 75.87 75.42 76.15 78.11 78.47 74.13 61.70 42.48 ...

2002 ............. 58.76 72.35 75.78 74.70 75.35 77.55 77.79 73.98 63.81 44.07 ...

2003 ............. 56.54 70.98 74.50 73.92 74.53 77.44 78.57 74.72 65.46 45.33 45.33

2004 ............. 55.96 70.70 73.27 74.09 74.51 76.74 78.24 74.48 64.96 45.39 45.39

2005 ............. 56.11 70.30 74.12 73.95 74.67 76.82 77.71 74.04 65.62 45.80 45.80

2006 ............. 55.99 69.67 75.34 73.64 74.60 77.13 77.21 74.71 66.72 46.95 46.95

2007 ............. 54.31 70.37 74.99 74.21 74.03 77.00 77.23 74.70 66.65 47.94 47.94

2008 ............. 53.14 70.17 76.00 74.52 75.23 77.11 77.23 74.85 67.74 48.71 48.71

2009 ............. 50.48 70.36 75.33 75.16 74.52 77.05 77.25 74.86 67.95 50.09 50.09

2010 ............. 45.77 70.74 75.01 75.66 73.09 75.97 77.49 74.51 65.18 50.94 50.94

2011 ............. 45.61 70.83 75.02 75.82 73.14 75.78 77.50 74.20 64.55 50.72 50.72

2012 ............. 46.84 70.95 75.23 75.88 73.19 75.89 77.57 74.10 64.62 50.60 50.60

2013 ............. 48.51 71.12 75.52 75.91 73.36 76.10 77.69 74.23 64.80 50.64 50.64

2014 ............. 50.12 71.30 75.76 75.91 73.52 76.29 77.81 74.29 64.89 50.77 50.77

2015 ............. 51.50 71.47 75.96 75.82 73.60 76.39 77.92 74.34 64.97 50.52 50.52

2016 ............. 52.63 71.61 76.14 75.73 73.69 76.40 77.86 74.48 65.08 50.29 50.29

2017 ............. 53.45 71.68 76.30 75.65 73.73 76.35 77.84 74.61 65.20 50.33 50.33

2018 ............. 53.78 71.71 76.41 75.56 73.74 76.27 77.81 74.84 65.22 50.11 50.11

2019 ............. 53.90 71.74 76.51 75.50 73.74 76.18 77.63 74.99 65.14 49.89 49.89

a Participation in the labor force for ages 65-NRA is assumed to be the same as that of ages 60-64. See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

35

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 2010 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, 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a Total

Male

1980........... 97.72 94.44 90.96 87.83 88.72 90.17 89.73 88.73 87.14 83.96 ... 90.06

1985........... 97.51 92.38 91.76 89.40 87.79 88.59 88.76 87.79 86.54 84.38 ... 89.41

1990........... 96.47 94.43 91.56 89.82 89.40 87.26 87.57 86.94 85.51 82.56 ... 89.29

1991........... 94.99 93.29 91.87 89.34 89.77 87.60 87.89 86.26 85.93 81.98 ... 89.09

1992........... 93.71 91.83 92.19 90.02 89.99 88.04 87.76 86.97 85.59 80.69 ... 89.01

1993........... 94.00 91.68 92.41 90.47 90.43 88.25 87.65 87.38 85.68 80.86 ... 89.18

1994........... 95.11 92.32 92.16 90.92 90.47 89.01 87.60 87.23 85.51 81.51 ... 89.39

1995........... 95.64 92.67 92.15 90.89 90.81 89.80 87.23 86.94 85.66 80.58 ... 89.44

1996........... 96.53 92.80 92.02 90.95 90.91 90.14 87.46 87.25 84.97 82.51 ... 89.62

1997........... 96.74 93.44 91.90 91.14 90.93 90.17 87.54 87.15 85.70 81.47 ... 89.66

1998........... 97.12 93.43 91.75 91.21 90.92 90.30 87.77 87.02 86.22 81.95 ... 89.73

1999........... 97.40 93.41 91.84 91.15 91.14 90.33 88.49 87.02 86.00 80.71 ... 89.73

2000........... 96.90 93.08 91.31 90.59 91.06 90.61 89.51 86.86 85.81 81.76 ... 89.71

2001........... 96.62 92.22 91.21 90.57 91.29 90.69 89.90 87.29 86.28 81.47 ... 89.72

2002........... 95.29 90.65 90.60 90.16 91.06 90.49 89.89 87.69 86.51 82.57 ... 89.43

2003........... 94.31 89.59 90.09 89.94 91.15 90.59 89.85 87.80 86.73 83.11 74.16 89.22

2004........... 94.27 89.18 89.64 89.98 91.01 90.77 89.67 88.21 86.81 84.05 80.45 89.20

2005........... 94.53 89.47 89.48 89.69 91.12 90.56 89.60 88.92 86.43 83.50 82.83 89.12

2006........... 95.65 90.32 89.19 89.49 90.83 90.57 89.31 88.84 86.48 83.91 80.26 89.06

2007........... 96.06 90.95 88.93 89.18 90.53 90.17 89.18 88.56 86.30 83.83 81.75 88.87

2008........... 95.88 91.30 89.23 89.69 90.75 89.66 88.76 88.07 86.48 83.79 82.16 88.81

2009........... 95.67 90.85 89.13 90.15 91.02 89.96 88.99 87.69 86.71 84.05 81.72 88.85

2010........... 95.44 90.36 89.26 90.54 91.17 90.08 89.29 87.69 86.17 83.12 80.76 88.73

2011........... 95.20 90.09 89.41 90.81 91.28 90.07 89.36 87.72 85.73 82.33 79.75 88.58

2012........... 94.94 90.38 89.60 90.97 91.29 89.99 89.14 87.69 85.80 81.77 78.68 88.51

2013........... 94.94 90.82 89.84 91.02 91.31 89.82 88.80 87.64 85.97 81.61 78.00 88.50

2014........... 95.15 91.25 90.03 91.03 91.35 89.63 88.45 87.59 86.15 81.79 78.00 88.52

2015........... 95.38 91.67 90.15 91.02 91.40 89.45 88.16 87.53 86.35 81.80 78.00 88.53

2016........... 95.60 92.07 90.23 91.00 91.46 89.26 88.00 87.45 86.52 81.86 78.00 88.54

2017........... 95.81 92.44 90.27 90.99 91.50 89.12 87.89 87.36 86.64 81.87 78.00 88.55

2018........... 95.97 92.75 90.27 91.00 91.55 89.15 87.78 87.26 86.73 81.72 78.00 88.55

2019........... 96.08 93.01 90.25 91.01 91.58 89.26 87.67 87.15 86.79 81.63 78.00 88.56

Female

1980........... 97.40 88.13 77.32 63.74 60.15 67.09 71.63 71.86 70.72 65.96 ... 73.47

1985........... 95.14 87.20 81.81 74.41 71.11 74.01 77.80 77.87 74.55 68.01 ... 77.72

1990........... 95.67 89.58 85.22 78.45 76.26 77.77 80.48 81.15 78.70 70.49 ... 80.90

1991........... 94.91 87.97 85.78 79.11 76.99 78.45 81.32 81.50 79.40 71.39 ... 81.16

1992........... 93.95 87.14 85.89 80.44 77.72 79.20 81.73 82.94 79.75 72.03 ... 81.58

1993........... 93.59 87.40 85.68 80.85 78.97 79.65 82.09 82.96 81.06 72.77 ... 81.98

1994........... 94.95 87.92 85.80 81.73 79.50 80.48 82.55 83.36 80.74 74.80 ... 82.55

1995........... 95.74 88.11 85.93 82.07 79.95 81.02 82.92 83.46 81.45 73.89 ... 82.83

1996........... 95.89 89.11 86.22 82.27 80.30 81.33 83.14 83.91 81.99 75.06 ... 83.27

1997........... 96.38 90.58 86.17 82.26 81.01 81.32 83.24 84.00 82.85 74.61 ... 83.57

1998........... 96.37 91.00 87.09 82.42 80.91 81.92 83.24 83.94 82.61 75.99 ... 83.89

1999........... 96.65 90.95 87.66 82.89 81.55 82.04 83.69 84.17 82.67 74.24 ... 84.10

2000........... 97.30 91.60 88.05 83.94 82.22 82.47 83.99 84.55 82.52 75.64 ... 84.65

2001........... 97.06 91.25 87.98 84.49 82.62 82.86 84.27 84.78 83.06 75.89 ... 84.86

2002........... 95.77 89.56 88.22 84.07 82.73 82.94 84.10 85.19 83.60 77.48 ... 84.77

2003........... 95.06 88.29 88.02 84.70 82.97 82.85 84.58 85.06 83.72 77.15 70.53 84.64

2004........... 95.23 87.81 87.54 84.90 83.35 82.91 84.44 85.42 84.01 78.01 70.31 84.67

2005........... 95.75 88.37 87.40 84.55 83.64 83.01 84.30 85.43 84.12 77.07 71.32 84.62

2006........... 96.24 89.55 87.59 83.94 83.70 82.89 84.07 85.22 84.10 77.60 69.74 84.61

2007........... 96.69 89.44 87.46 84.63 82.86 82.53 83.86 84.83 83.99 77.90 72.15 84.42

2008........... 96.52 89.34 88.04 85.26 83.52 83.34 84.46 85.38 84.44 78.24 74.21 84.90

2009........... 96.34 89.51 88.40 85.78 84.01 83.91 84.75 85.55 84.69 78.69 74.58 85.23

2010........... 96.14 89.80 88.60 86.19 84.47 84.14 84.90 85.58 84.63 78.96 74.94 85.39

2011........... 95.94 89.89 88.74 86.53 84.92 84.35 85.04 85.55 84.49 78.99 74.99 85.47

2012........... 95.83 89.99 88.91 86.77 85.31 84.57 85.17 85.58 84.54 79.11 75.07 85.59

2013........... 96.00 90.15 89.10 86.98 85.68 84.80 85.31 85.68 84.60 79.20 75.19 85.75

2014........... 96.19 90.32 89.27 87.18 86.03 85.02 85.44 85.73 84.64 79.30 75.33 85.89

2015........... 96.37 90.48 89.42 87.36 86.29 85.23 85.56 85.79 84.65 79.33 75.38 86.01

2016........... 96.54 90.62 89.57 87.54 86.52 85.43 85.65 85.84 84.65 79.36 75.42 86.11

2017........... 96.65 90.72 89.69 87.72 86.72 85.60 85.75 85.88 84.65 79.41 75.54 86.19

2018........... 96.69 90.80 89.81 87.89 86.87 85.78 85.84 85.93 84.65 79.43 75.59 86.27

2019........... 96.72 90.88 89.92 88.06 86.97 85.92 85.90 85.96 84.64 79.45 75.64 86.33

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

36

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 2010 Trustees Report intermediate set of assumptions.

Table III.A6.—Workers Insured in the Event of Disability

(By age and gender, as of December 31, 1980-2019)

[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 a Total

Male

1980 ........... 3,583.6 9,660.5 9,281.0 8,106.7 6,371.5 5,257.9 4,736.5 4,793.8 4,617.2 3,880.3 ... 60,289.0

1985 ........... 2,234.2 8,701.8 9,988.2 9,161.0 8,079.6 6,291.6 5,092.7 4,500.3 4,444.9 4,119.5 ... 62,613.8

1990 ........... 2,452.4 8,185.0 9,842.3 9,944.9 9,121.6 7,955.4 6,104.0 4,861.8 4,216.5 3,946.2 ... 66,630.1

1995 ........... 1,973.6 7,163.5 8,902.8 9,964.2 10,131.7 9,105.2 7,824.8 5,912.6 4,609.9 3,797.8 ... 69,386.1

2000 ........... 2,441.6 7,587.7 8,181.8 9,079.1 10,092.6 10,093.0 8,954.4 7,620.0 5,653.1 4,193.9 ... 73,897.2

2005 ........... 1,702.4 7,530.8 8,339.3 8,353.0 9,290.7 10,082.1 9,920.9 8,718.8 7,305.2 5,195.6 427.2 76,866.0

2006 ........... 1,732.0 7,568.8 8,502.6 8,159.5 9,253.8 9,866.7 9,979.8 8,958.4 7,502.4 5,500.4 582.8 77,607.2

2007 ........... 1,734.6 7,619.6 8,640.3 8,108.6 9,133.9 9,586.1 10,001.8 9,159.4 7,571.9 5,862.9 822.2 78,241.3

2008 ........... 1,719.7 7,588.3 8,779.7 8,247.2 9,020.2 9,327.1 9,983.5 9,283.4 7,775.0 6,087.3 1,011.0 78,822.3

2009 ........... 1,637.0 7,497.4 8,813.5 8,442.7 8,862.8 9,224.6 9,972.4 9,384.5 8,019.8 6,380.4 976.8 79,211.7

2010 ........... 1,515.3 7,408.7 8,832.3 8,683.5 8,658.4 9,213.2 9,868.3 9,515.3 8,195.8 6,643.3 957.9 79,492.0

2011 ........... 1,437.1 7,371.2 8,830.4 8,918.3 8,498.3 9,212.2 9,672.5 9,607.1 8,373.2 6,774.6 1,118.9 79,813.8

2012 ........... 1,391.2 7,414.8 8,831.8 9,105.2 8,477.4 9,131.1 9,423.3 9,642.0 8,592.3 6,818.8 1,243.6 80,071.4

2013 ........... 1,409.5 7,506.2 8,887.5 9,216.0 8,549.0 8,971.9 9,180.6 9,661.3 8,775.4 6,977.0 1,199.2 80,333.7

2014 ........... 1,449.9 7,537.9 8,984.0 9,258.2 8,684.2 8,770.2 9,012.1 9,624.2 8,932.3 7,195.2 1,213.0 80,661.2

2015 ........... 1,506.3 7,521.9 9,092.2 9,268.8 8,865.6 8,536.6 8,958.2 9,487.0 9,085.6 7,400.8 1,236.7 80,959.9

2016 ........... 1,563.8 7,494.6 9,189.2 9,261.5 9,057.7 8,381.9 8,946.3 9,282.0 9,191.5 7,612.3 1,278.4 81,259.1

2017 ........... 1,616.4 7,478.4 9,266.9 9,251.2 9,206.0 8,378.3 8,877.3 9,056.0 9,248.8 7,811.3 1,319.0 81,509.6

2018 ........... 1,655.0 7,480.7 9,296.5 9,284.5 9,295.1 8,471.9 8,749.5 8,848.9 9,282.7 7,955.9 1,360.2 81,680.9

2019 ........... 1,678.5 7,506.7 9,269.9 9,362.9 9,324.8 8,619.4 8,591.4 8,714.5 9,262.0 8,079.2 1,402.7 81,811.9

Female

1980 ........... 2,764.3 7,873.7 7,007.1 4,998.8 3,435.5 3,002.2 2,842.7 2,938.4 2,883.2 2,422.8 ... 40,168.7

1985 ........... 1,858.5 7,270.6 8,099.4 6,741.9 5,573.1 4,289.6 3,547.5 3,103.4 2,977.0 2,689.0 ... 46,150.0

1990 ........... 2,123.2 6,991.7 8,311.9 7,885.3 6,967.0 6,202.5 4,729.7 3,708.5 3,093.5 2,747.8 ... 52,761.1

1995 ........... 1,815.2 6,320.7 7,633.9 8,152.1 8,113.5 7,469.6 6,654.9 4,900.5 3,664.3 2,863.7 ... 57,588.4

2000 ........... 2,317.9 7,111.5 7,457.8 7,692.9 8,333.3 8,461.2 7,772.9 6,747.9 4,766.3 3,366.5 ... 64,028.2

2005 ........... 1,738.8 7,113.1 7,828.8 7,433.7 7,845.0 8,557.8 8,724.1 7,863.4 6,575.0 4,393.1 342.0 68,414.8

2006 ........... 1,767.5 7,211.5 8,012.8 7,276.5 7,884.4 8,351.9 8,794.1 8,073.1 6,810.1 4,703.6 477.3 69,362.8

2007 ........... 1,780.9 7,241.6 8,148.1 7,342.3 7,784.5 8,110.5 8,822.4 8,257.9 6,937.2 5,084.8 686.2 70,196.4

2008 ........... 1,764.9 7,191.9 8,321.9 7,509.1 7,766.0 8,018.9 8,918.7 8,489.7 7,187.3 5,359.4 870.9 71,398.5

2009 ........... 1,684.6 7,187.7 8,405.6 7,718.8 7,692.8 7,974.2 8,926.5 8,663.9 7,447.0 5,615.2 831.2 72,147.4

2010 ........... 1,567.4 7,196.4 8,436.8 7,954.8 7,582.8 8,009.0 8,816.1 8,814.2 7,677.2 5,965.3 839.6 72,859.7

2011 ........... 1,481.8 7,223.4 8,451.2 8,169.1 7,523.2 8,075.9 8,639.0 8,920.2 7,898.9 6,188.1 992.0 73,562.7

2012 ........... 1,438.9 7,285.9 8,467.0 8,350.3 7,570.8 8,086.1 8,454.7 8,986.9 8,122.2 6,342.1 1,123.2 74,228.1

2013 ........... 1,462.6 7,367.4 8,537.5 8,474.5 7,710.2 8,022.9 8,296.6 9,041.5 8,312.1 6,553.4 1,108.9 74,887.5

2014 ........... 1,509.9 7,387.7 8,668.3 8,528.3 7,907.9 7,919.2 8,209.8 9,027.6 8,480.6 6,779.7 1,133.2 75,552.1

2015 ........... 1,575.6 7,358.8 8,810.4 8,544.0 8,130.3 7,791.1 8,238.0 8,908.1 8,638.1 7,001.5 1,164.4 76,160.3

2016 ........... 1,641.2 7,317.4 8,953.6 8,551.4 8,330.5 7,706.8 8,296.3 8,730.2 8,756.8 7,222.7 1,209.8 76,716.7

2017 ........... 1,699.4 7,288.6 9,073.8 8,549.6 8,497.8 7,737.2 8,294.0 8,536.1 8,825.4 7,450.5 1,255.4 77,207.8

2018 ........... 1,741.6 7,279.3 9,147.7 8,589.0 8,605.3 7,855.2 8,219.2 8,371.9 8,866.2 7,633.3 1,302.0 77,610.6

2019 ........... 1,767.8 7,301.1 9,156.8 8,687.3 8,642.4 8,030.0 8,097.0 8,281.1 8,847.0 7,812.5 1,348.5 77,971.5

Total

1980 ........... 6,347.9 17,534.2 16,288.1 13,105.5 9,807.0 8,260.1 7,579.2 7,732.2 7,500.4 6,303.1 ... 100,457.7

1985 ........... 4,092.7 15,972.4 18,087.6 15,902.9 13,652.7 10,581.2 8,640.2 7,603.7 7,421.9 6,808.5 ... 108,763.8

1990 ........... 4,575.6 15,176.7 18,154.2 17,830.2 16,088.6 14,157.9 10,833.7 8,570.3 7,310.0 6,694.0 ... 119,391.2

1995 ........... 3,788.8 13,484.2 16,536.7 18,116.3 18,245.2 16,574.8 14,479.7 10,813.1 8,274.2 6,661.5 ... 126,974.5

2000 ........... 4,759.5 14,699.2 15,639.6 16,772.0 18,425.9 18,554.2 16,727.3 14,367.9 10,419.4 7,560.4 ... 137,925.4

2005 ........... 3,441.2 14,643.9 16,168.1 15,786.7 17,135.7 18,639.9 18,645.0 16,582.2 13,880.2 9,588.7 769.2 145,280.8

2006 ........... 3,499.5 14,780.3 16,515.4 15,436.0 17,138.2 18,218.6 18,773.9 17,031.5 14,312.5 10,204.0 1,060.1 146,970.0

2007 ........... 3,515.5 14,861.2 16,788.4 15,450.9 16,918.4 17,696.6 18,824.2 17,417.3 14,509.1 10,947.7 1,508.4 148,437.7

2008 ........... 3,484.6 14,780.2 17,101.6 15,756.3 16,786.2 17,346.0 18,902.2 17,773.0 14,962.3 11,446.7 1,881.8 150,220.8

2009 ........... 3,321.6 14,685.1 17,219.1 16,161.5 16,555.5 17,198.8 18,898.9 18,048.3 15,466.8 11,995.6 1,808.0 151,359.0

2010 ........... 3,082.7 14,605.1 17,269.1 16,638.3 16,241.2 17,222.3 18,684.4 18,329.5 15,873.0 12,608.6 1,797.5 152,351.7

2011 ........... 2,918.9 14,594.6 17,281.5 17,087.4 16,021.6 17,288.1 18,311.5 18,527.3 16,272.1 12,962.7 2,110.9 153,376.5

2012 ........... 2,830.1 14,700.7 17,298.8 17,455.5 16,048.1 17,217.2 17,877.9 18,628.9 16,714.5 13,160.9 2,366.8 154,299.4

2013 ........... 2,872.1 14,873.6 17,425.0 17,690.5 16,259.3 16,994.8 17,477.2 18,702.8 17,087.5 13,530.4 2,308.1 155,221.2

2014 ........... 2,959.8 14,925.6 17,652.3 17,786.4 16,592.2 16,689.3 17,221.9 18,651.8 17,412.9 13,974.9 2,346.2 156,213.3

2015 ........... 3,081.9 14,880.8 17,902.7 17,812.8 16,995.9 16,327.8 17,196.2 18,395.1 17,723.7 14,402.3 2,401.0 157,120.2

2016 ........... 3,205.0 14,812.0 18,142.8 17,812.9 17,388.2 16,088.7 17,242.6 18,012.2 17,948.3 14,834.9 2,488.2 157,975.8

2017 ........... 3,315.8 14,767.0 18,340.7 17,800.8 17,703.8 16,115.4 17,171.4 17,592.2 18,074.2 15,261.8 2,574.4 158,717.4

2018 ........... 3,396.6 14,760.0 18,444.3 17,873.6 17,900.4 16,327.0 16,968.7 17,220.8 18,148.8 15,589.2 2,662.2 159,291.5

2019 ........... 3,446.3 14,807.7 18,426.7 18,050.2 17,967.2 16,649.5 16,688.4 16,995.6 18,109.0 15,891.6 2,751.3 159,783.4

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

37

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 2010 Trustees Report intermediate set of assumptions.

Table III.A7.—DI Disabled Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a Total

Male

1980........... 1,060 21,895 58,458 89,406 96,941 116,148 172,432 277,570 463,917 637,071 ... 1,934,898

1985........... 534 20,205 63,687 98,518 126,133 133,357 155,652 231,882 385,055 587,369 ... 1,802,392

1990........... 872 20,012 71,907 132,512 174,045 207,419 214,192 255,002 376,478 545,502 ... 1,997,941

1995........... 811 24,311 83,897 165,713 250,811 304,899 352,195 376,032 465,628 592,841 ... 2,617,138

2000........... 908 21,994 61,783 126,805 230,237 339,354 409,797 503,972 576,871 651,941 ... 2,923,662

2005........... 712 33,129 85,444 121,705 204,896 345,228 489,502 609,819 799,293 836,675 75,235 3,601,638

2006........... 626 31,244 89,701 122,153 204,092 337,411 498,188 633,812 827,014 883,815 107,728 3,735,784

2007........... 647 30,126 92,692 126,002 202,644 329,540 501,655 659,290 838,788 941,577 148,550 3,871,511

2008........... 720 30,549 96,534 133,148 202,061 323,259 506,308 688,337 865,325 992,486 186,315 4,025,042

2009........... 783 32,885 101,090 143,755 204,240 321,540 516,311 723,369 909,557 1,060,176 183,808 4,197,514

2010........... 806 35,565 106,167 155,879 207,150 328,579 523,926 761,359 968,549 1,139,372 185,425 4,412,777

2011........... 742 36,804 110,073 166,659 210,955 335,055 524,142 789,786 1,024,403 1,195,232 219,217 4,613,068

2012........... 690 37,096 112,425 174,420 217,139 337,916 519,595 805,799 1,076,105 1,228,694 249,022 4,758,900

2013........... 640 35,832 112,832 178,023 223,421 334,325 508,026 809,675 1,109,795 1,264,767 246,289 4,823,625

2014........... 617 34,057 112,504 178,581 229,763 327,237 495,025 805,441 1,132,189 1,303,447 251,563 4,870,425

2015........... 624 32,347 111,481 177,602 236,045 317,757 488,742 790,663 1,149,062 1,343,689 254,538 4,902,551

2016........... 638 31,145 110,120 176,138 241,811 310,988 484,269 769,801 1,158,260 1,383,259 263,973 4,930,403

2017........... 657 30,463 108,630 174,557 246,032 310,503 478,096 747,665 1,159,114 1,422,815 272,147 4,950,679

2018........... 676 30,230 107,158 173,919 248,698 314,807 469,874 726,629 1,159,299 1,457,394 280,601 4,969,287

2019........... 691 30,266 105,554 174,348 249,658 321,900 460,264 709,911 1,154,806 1,488,715 291,361 4,987,474

Female

1980........... 435 7,884 24,152 36,185 40,514 49,447 76,734 134,355 237,346 326,313 ... 933,365

1985........... 196 7,989 25,871 43,769 55,404 60,876 72,761 112,990 195,881 302,176 ... 877,913

1990........... 414 9,344 33,653 62,708 86,880 105,211 117,056 142,676 207,907 290,678 ... 1,056,527

1995........... 510 14,185 48,279 95,510 146,602 187,984 224,358 255,176 305,975 357,758 ... 1,636,337

2000........... 578 14,760 44,845 92,386 169,007 251,848 317,543 395,838 455,037 470,847 ... 2,212,689

2005........... 482 22,788 67,829 108,439 177,574 296,822 418,520 532,940 672,604 680,357 59,042 3,037,397

2006........... 448 21,375 70,886 110,386 182,296 296,354 433,589 563,639 707,172 731,422 85,843 3,203,410

2007........... 445 20,234 72,410 114,309 186,248 295,236 445,223 592,398 731,623 788,393 121,407 3,367,926

2008........... 462 20,553 74,402 120,145 190,831 295,161 458,920 624,580 767,590 838,928 155,445 3,547,017

2009........... 531 22,094 76,423 129,122 196,777 297,113 475,803 661,503 818,044 899,739 154,272 3,731,421

2010........... 550 24,109 79,736 139,771 202,069 308,794 491,349 702,879 882,595 973,845 156,218 3,961,917

2011........... 494 25,037 81,799 148,225 206,585 319,884 495,739 733,495 939,956 1,030,060 186,685 4,167,959

2012........... 453 25,177 83,101 153,603 213,208 327,209 494,862 754,533 991,124 1,072,296 211,745 4,327,311

2013........... 417 24,286 83,243 155,532 218,781 328,040 486,991 764,700 1,026,378 1,116,740 212,742 4,417,849

2014........... 406 23,060 82,920 154,385 224,712 325,059 477,720 766,199 1,052,471 1,163,573 218,550 4,489,055

2015........... 412 21,850 82,179 152,305 230,437 318,290 476,189 757,346 1,072,810 1,210,449 223,785 4,546,052

2016........... 423 20,977 81,421 150,150 235,147 313,582 477,768 740,914 1,086,220 1,254,149 235,719 4,596,469

2017........... 437 20,485 80,448 148,283 238,025 314,499 477,271 723,086 1,092,790 1,295,162 246,000 4,636,487

2018........... 451 20,312 79,489 147,694 239,713 319,309 473,886 706,304 1,098,230 1,331,492 255,213 4,672,092

2019........... 461 20,322 78,387 148,199 239,317 327,090 468,441 693,904 1,097,787 1,366,103 265,914 4,705,925

Total

1980........... 1,495 29,779 82,610 125,591 137,455 165,595 249,166 411,925 701,263 963,384 ... 2,868,263

1985........... 730 28,194 89,558 142,287 181,537 194,233 228,413 344,872 580,936 889,545 ... 2,680,305

1990........... 1,286 29,356 105,560 195,220 260,925 312,630 331,248 397,678 584,385 836,180 ... 3,054,468

1995........... 1,321 38,496 132,176 261,223 397,413 492,883 576,553 631,208 771,603 950,599 ... 4,253,475

2000........... 1,486 36,754 106,628 219,191 399,244 591,202 727,340 899,810 1,031,908 1,122,788 ... 5,136,351

2005........... 1,194 55,917 153,273 230,144 382,470 642,050 908,022 1,142,759 1,471,897 1,517,032 134,277 6,639,035

2006........... 1,074 52,619 160,587 232,539 386,388 633,765 931,777 1,197,451 1,534,186 1,615,237 193,571 6,939,194

2007........... 1,092 50,360 165,102 240,311 388,892 624,776 946,878 1,251,688 1,570,411 1,729,970 269,957 7,239,437

2008........... 1,182 51,102 170,936 253,293 392,892 618,420 965,228 1,312,917 1,632,915 1,831,414 341,760 7,572,059

2009........... 1,314 54,979 177,513 272,877 401,017 618,653 992,114 1,384,872 1,727,601 1,959,915 338,080 7,928,935

2010........... 1,356 59,674 185,903 295,650 409,219 637,373 1,015,276 1,464,238 1,851,144 2,113,217 341,643 8,374,694

2011........... 1,236 61,841 191,872 314,883 417,540 654,939 1,019,880 1,523,281 1,964,359 2,225,292 405,902 8,781,027

2012........... 1,143 62,273 195,526 328,023 430,347 665,125 1,014,456 1,560,332 2,067,229 2,300,990 460,766 9,086,212

2013........... 1,058 60,119 196,075 333,554 442,202 662,364 995,017 1,574,375 2,136,173 2,381,507 459,031 9,241,474

2014........... 1,024 57,117 195,424 332,965 454,475 652,296 972,745 1,571,640 2,184,660 2,467,021 470,113 9,359,480

2015........... 1,036 54,197 193,660 329,907 466,483 636,048 964,931 1,548,009 2,221,873 2,554,137 478,323 9,448,603

2016........... 1,061 52,122 191,541 326,289 476,958 624,569 962,037 1,510,715 2,244,480 2,637,408 499,692 9,526,872

2017........... 1,094 50,948 189,077 322,840 484,058 625,003 955,367 1,470,751 2,251,905 2,717,977 518,147 9,587,165

2018........... 1,127 50,542 186,647 321,613 488,411 634,116 943,761 1,432,933 2,257,529 2,788,887 535,814 9,641,379

2019........... 1,152 50,588 183,941 322,547 488,975 648,990 928,705 1,403,815 2,252,593 2,854,818 557,276 9,693,399

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

38

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 2000

(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 2000 (standard population).

Note: Future estimates based on 2010 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 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a

Total

Gross Adjusted

Male

1980 ........... 0.32 0.81 1.11 1.60 2.51 3.90 6.12 10.03 17.28 21.60 17.38 5.03 5.51

1985 ........... .27 .95 1.56 2.01 2.60 3.65 5.50 9.27 14.80 17.61 11.49 4.65 5.06

1990 ........... .39 1.07 1.73 2.38 3.02 3.80 5.21 8.52 15.19 18.44 11.13 4.72 5.18

1995 ........... .44 1.18 1.85 2.83 3.71 4.67 6.12 9.80 17.36 21.24 12.55 5.69 6.03

2000 ........... .40 1.24 1.50 1.81 2.63 3.63 4.94 8.14 14.04 17.42 10.44 4.80 4.80

2005 ........... .47 1.57 1.91 2.31 3.03 4.31 5.95 9.44 15.73 18.73 9.60 6.08 5.53

2006 ........... .41 1.45 1.78 2.16 2.85 4.04 5.73 9.07 14.64 17.38 9.58 5.80 5.22

2007 ........... .44 1.52 1.79 2.12 2.76 4.00 5.62 9.08 14.70 17.58 9.29 5.87 5.20

2008 ........... .49 1.69 2.06 2.31 2.95 4.20 5.97 9.87 15.58 18.54 10.05 6.35 5.56

2009 ........... .55 1.95 2.27 2.57 3.31 4.66 6.62 11.11 17.14 19.55 9.64 7.04 6.12

2010 ........... .60 2.12 2.47 2.80 3.60 5.06 7.20 12.08 18.64 21.04 10.48 7.73 6.66

2011 ........... .59 2.07 2.40 2.72 3.49 4.91 7.01 11.75 18.13 20.38 10.38 7.56 6.47

2012 ........... .57 2.03 2.35 2.66 3.41 4.82 6.86 11.49 17.73 20.01 10.10 7.43 6.33

2013 ........... .51 1.86 2.14 2.42 3.10 4.39 6.24 10.46 16.13 18.23 9.04 6.78 5.76

2014 ........... .49 1.78 2.05 2.32 2.96 4.21 5.95 10.01 15.44 17.45 8.69 6.51 5.51

2015 ........... .48 1.74 2.00 2.26 2.88 4.10 5.79 9.78 15.07 17.02 8.49 6.38 5.37

2016 ........... .47 1.72 1.97 2.23 2.85 4.04 5.72 9.67 14.88 16.80 8.39 6.31 5.30

2017 ........... .47 1.70 1.96 2.22 2.83 4.00 5.69 9.61 14.79 16.74 8.34 6.29 5.27

2018 ........... .47 1.70 1.96 2.22 2.83 4.00 5.71 9.60 14.79 16.93 8.34 6.30 5.28

2019 ........... .47 1.70 1.96 2.22 2.84 4.00 5.72 9.59 14.81 17.31 8.34 6.34 5.31

Female

1980 ........... .19 .38 .64 1.17 2.10 3.22 4.98 7.81 12.52 13.30 10.44 3.36 3.97

1985 ........... .12 .47 .85 1.32 1.83 2.76 4.16 7.04 10.53 11.44 7.56 3.03 3.52

1990 ........... .22 .60 1.01 1.48 2.09 2.93 4.37 7.11 11.61 12.37 7.85 3.29 3.78

1995 ........... .32 .81 1.38 2.19 3.15 4.22 5.73 9.53 15.41 16.27 9.84 4.81 5.14

2000 ........... .28 .93 1.37 1.89 2.88 3.99 5.28 8.23 13.37 14.50 8.11 4.61 4.61

2005 ........... .31 1.15 1.82 2.55 3.48 4.88 6.40 9.66 14.35 16.32 7.78 5.92 5.41

2006 ........... .28 1.04 1.66 2.38 3.27 4.69 6.28 9.44 13.53 15.37 8.02 5.72 5.17

2007 ........... .29 1.06 1.61 2.29 3.26 4.65 6.21 9.42 13.47 15.35 7.53 5.74 5.13

2008 ........... .31 1.19 1.77 2.47 3.51 4.94 6.63 10.22 14.21 15.89 8.06 6.18 5.46

2009 ........... .36 1.38 1.93 2.73 3.83 5.22 7.24 11.11 15.27 16.30 7.26 6.68 5.88

2010 ........... .40 1.52 2.13 3.00 4.21 5.73 7.98 12.24 16.81 17.79 8.08 7.41 6.47

2011 ........... .38 1.44 2.01 2.84 3.97 5.42 7.55 11.57 15.89 16.74 7.77 7.05 6.11

2012 ........... .37 1.41 1.96 2.78 3.87 5.30 7.38 11.31 15.52 16.39 7.55 6.92 5.97

2013 ........... .33 1.29 1.78 2.52 3.51 4.83 6.69 10.27 14.10 14.89 6.76 6.30 5.42

2014 ........... .31 1.24 1.70 2.41 3.36 4.62 6.38 9.82 13.47 14.23 6.48 6.04 5.18

2015 ........... .31 1.21 1.66 2.35 3.27 4.50 6.21 9.59 13.14 13.87 6.33 5.90 5.05

2016 ........... .30 1.19 1.64 2.32 3.23 4.43 6.13 9.48 12.98 13.70 6.25 5.83 4.99

2017 ........... .30 1.18 1.63 2.31 3.21 4.39 6.11 9.42 12.90 13.67 6.21 5.80 4.96

2018 ........... .30 1.18 1.63 2.31 3.22 4.39 6.12 9.41 12.90 13.86 6.21 5.81 4.97

2019 ........... .30 1.18 1.63 2.31 3.22 4.39 6.13 9.40 12.92 14.22 6.22 5.85 4.99

Total

1980 ........... .26 .62 .91 1.43 2.37 3.65 5.70 9.19 15.44 18.35 14.69 4.36 4.80

1985 ........... .20 .73 1.24 1.72 2.29 3.29 4.96 8.36 13.07 15.13 9.94 3.97 4.34

1990 ........... .31 .85 1.40 1.98 2.62 3.42 4.84 7.91 13.66 15.90 9.77 4.09 4.53

1995 ........... .38 1.01 1.64 2.54 3.46 4.46 5.94 9.68 16.49 19.06 11.37 5.29 5.62

2000 ........... .34 1.09 1.44 1.85 2.75 3.79 5.10 8.18 13.73 16.10 9.44 4.71 4.71

2005 ........... .39 1.36 1.87 2.42 3.23 4.57 6.16 9.54 15.07 17.62 8.78 6.00 5.48

2006 ........... .35 1.25 1.73 2.26 3.04 4.34 5.98 9.24 14.11 16.45 8.87 5.76 5.20

2007 ........... .36 1.29 1.70 2.20 2.99 4.30 5.90 9.24 14.11 16.54 8.49 5.81 5.17

2008 ........... .40 1.45 1.92 2.39 3.21 4.54 6.27 10.03 14.92 17.29 9.14 6.27 5.51

2009 ........... .45 1.67 2.11 2.65 3.55 4.92 6.91 11.11 16.24 18.02 8.54 6.87 6.01

2010 ........... .50 1.82 2.30 2.90 3.89 5.37 7.57 12.15 17.76 19.50 9.37 7.58 6.57

2011 ........... .48 1.76 2.21 2.78 3.72 5.15 7.27 11.66 17.04 18.64 9.15 7.32 6.31

2012 ........... .46 1.73 2.16 2.72 3.63 5.04 7.11 11.40 16.66 18.26 8.89 7.18 6.16

2013 ........... .42 1.58 1.96 2.47 3.29 4.60 6.45 10.37 15.14 16.61 7.94 6.55 5.60

2014 ........... .40 1.51 1.88 2.36 3.15 4.40 6.16 9.92 14.48 15.88 7.62 6.28 5.36

2015 ........... .39 1.48 1.83 2.31 3.07 4.29 5.99 9.69 14.13 15.48 7.43 6.15 5.22

2016 ........... .38 1.45 1.81 2.28 3.03 4.22 5.92 9.58 13.95 15.28 7.34 6.08 5.16

2017 ........... .38 1.44 1.79 2.26 3.01 4.19 5.89 9.52 13.86 15.24 7.30 6.05 5.13

2018 ........... .38 1.44 1.79 2.26 3.02 4.19 5.90 9.51 13.87 15.42 7.29 6.07 5.14

2019 ........... .38 1.44 1.80 2.26 3.02 4.19 5.91 9.50 13.89 15.79 7.29 6.10 5.16

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

39

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 2010 Trustees Report intermediate set of assumptions.

Table III.A9.—DI Disabled Worker Awards

(By age and gender, calendar years awarded 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a Total

Male

1980........... 885 7,664 10,221 12,810 15,754 20,104 28,141 45,806 73,074 71,875 4,855 291,189

1985........... 437 7,870 15,459 18,247 20,696 22,593 27,375 40,033 61,163 63,639 3,578 281,090

1990........... 733 8,392 16,882 23,437 27,056 29,603 30,864 39,685 59,365 64,255 3,344 303,616

1995........... 633 8,054 16,291 27,743 36,740 41,264 46,018 54,802 73,295 69,937 3,749 378,526

2000........... 733 9,065 12,136 16,198 25,966 35,509 42,335 58,396 72,226 63,034 3,186 338,784

2005........... 581 11,210 15,714 18,995 27,549 42,122 56,479 77,337 104,099 83,573 6,650 444,309

2006........... 505 10,399 14,952 17,334 25,818 38,673 54,660 76,301 99,277 82,129 7,199 427,247

2007........... 539 10,954 15,217 16,913 24,751 37,198 53,729 78,030 100,632 88,531 9,440 435,934

2008........... 607 12,217 17,791 18,629 25,916 38,101 57,037 85,868 109,212 96,866 11,652 473,896

2009........... 655 13,952 19,751 21,270 28,626 41,664 62,903 97,501 123,732 106,708 11,894 528,656

2010........... 667 14,957 21,464 23,758 30,377 45,170 67,676 107,084 137,714 119,691 12,548 581,105

2011........... 603 14,427 20,808 23,728 28,910 43,894 64,561 104,971 136,039 117,413 13,671 569,027

2012........... 562 14,155 20,311 23,711 28,161 42,635 61,577 102,996 135,569 115,383 14,871 559,932

2013........... 514 12,982 18,583 21,853 25,790 38,199 54,499 93,764 125,450 107,040 13,290 511,965

2014........... 507 12,503 18,006 21,019 25,031 35,769 51,083 89,392 122,039 105,461 12,639 493,449

2015........... 514 12,188 17,800 20,529 24,905 33,924 49,424 86,051 121,052 105,824 12,557 484,767

2016........... 526 12,003 17,784 20,250 25,114 32,754 48,670 83,230 120,989 107,402 12,765 481,487

2017........... 542 11,900 17,837 20,098 25,394 32,458 48,063 80,726 121,111 109,885 13,082 481,097

2018........... 558 11,898 17,914 20,164 25,680 32,767 47,491 78,815 121,711 113,216 13,484 483,697

2019........... 569 11,938 17,890 20,348 25,813 33,322 46,727 77,547 121,676 117,402 13,888 487,119

Female

1980........... 394 2,902 4,479 5,816 6,973 9,268 13,617 21,869 33,452 28,468 1,849 129,087

1985........... 158 3,275 6,823 8,845 10,003 11,498 14,375 21,064 29,594 27,839 1,539 135,013

1990........... 359 4,082 8,312 11,639 14,313 17,707 20,095 25,412 33,903 31,001 1,664 168,487

1995........... 414 4,886 10,472 17,690 25,094 30,618 36,844 44,563 52,577 41,755 2,206 267,119

2000........... 482 6,353 10,097 14,372 23,460 32,625 39,366 52,554 58,487 42,868 1,868 282,532

2005........... 389 7,771 14,081 18,718 26,714 40,416 53,320 71,368 86,081 62,096 4,420 385,374

2006........... 360 7,094 13,186 17,118 25,254 37,855 52,709 71,497 83,915 62,529 5,042 376,559

2007........... 370 7,306 12,933 16,612 24,894 36,511 52,299 72,838 84,871 67,502 6,394 382,530

2008........... 390 8,200 14,534 18,199 26,576 37,976 55,880 80,885 92,289 73,617 7,948 416,494

2009........... 445 9,429 16,034 20,696 28,754 39,980 61,209 89,710 102,611 79,246 7,754 455,868

2010........... 460 10,363 17,727 23,473 31,165 44,163 66,617 100,252 116,352 91,225 8,408 510,205

2011........... 404 9,827 16,778 22,786 29,108 42,042 61,672 95,616 112,635 88,758 9,064 488,689

2012........... 376 9,681 16,397 22,764 28,534 41,163 58,861 93,867 112,600 88,592 10,046 482,883

2013........... 344 8,880 14,999 21,004 26,342 37,146 52,340 85,600 104,279 82,957 9,211 443,102

2014........... 339 8,530 14,544 20,224 25,783 35,064 49,400 81,695 101,536 81,858 8,909 427,884

2015........... 346 8,300 14,420 19,773 25,868 33,610 48,288 78,723 100,853 82,262 8,923 421,366

2016........... 355 8,157 14,469 19,542 26,179 32,756 48,032 76,245 100,946 83,669 9,101 419,452

2017........... 367 8,075 14,592 19,415 26,566 32,615 47,808 74,134 101,159 86,033 9,360 420,124

2018........... 378 8,063 14,734 19,508 26,953 33,093 47,460 72,629 101,678 89,368 9,701 423,564

2019........... 385 8,079 14,778 19,740 27,136 33,828 46,852 71,804 101,564 93,680 10,040 427,886

Total

1980........... 1,279 10,566 14,700 18,626 22,727 29,372 41,758 67,675 106,526 100,343 6,704 420,276

1985........... 595 11,145 22,282 27,092 30,699 34,091 41,750 61,097 90,757 91,478 5,117 416,103

1990........... 1,092 12,474 25,194 35,076 41,369 47,310 50,959 65,097 93,268 95,256 5,008 472,103

1995........... 1,047 12,940 26,763 45,433 61,834 71,882 82,862 99,365 125,872 111,692 5,955 645,645

2000........... 1,215 15,418 22,233 30,570 49,426 68,134 81,701 110,950 130,713 105,902 5,054 621,316

2005........... 970 18,981 29,795 37,713 54,263 82,538 109,799 148,705 190,180 145,669 11,070 829,683

2006........... 865 17,493 28,138 34,452 51,072 76,528 107,369 147,798 183,192 144,658 12,241 803,806

2007........... 909 18,260 28,150 33,525 49,645 73,709 106,028 150,868 185,503 156,033 15,834 818,464

2008........... 997 20,417 32,325 36,828 52,492 76,077 112,917 166,753 201,501 170,483 19,600 890,390

2009........... 1,100 23,381 35,785 41,966 57,380 81,644 124,112 187,211 226,343 185,954 19,648 984,524

2010........... 1,127 25,320 39,191 47,231 61,542 89,333 134,293 207,336 254,066 210,916 20,956 1,091,310

2011........... 1,007 24,255 37,586 46,515 58,018 85,936 126,233 200,586 248,674 206,171 22,735 1,057,716

2012........... 938 23,837 36,708 46,475 56,695 83,798 120,439 196,864 248,169 203,975 24,917 1,042,815

2013........... 859 21,862 33,582 42,857 52,131 75,346 106,839 179,363 229,730 189,997 22,500 955,067

2014........... 846 21,032 32,550 41,242 50,814 70,833 100,484 171,087 223,576 187,320 21,549 921,333

2015........... 859 20,488 32,220 40,302 50,773 67,534 97,712 164,774 221,904 188,086 21,479 906,132

2016........... 882 20,159 32,253 39,792 51,293 65,510 96,702 159,475 221,934 191,071 21,867 900,940

2017........... 909 19,975 32,429 39,513 51,961 65,074 95,870 154,860 222,270 195,918 22,443 901,221

2018........... 936 19,961 32,648 39,672 52,632 65,859 94,951 151,444 223,390 202,584 23,184 907,261

2019........... 954 20,017 32,669 40,087 52,949 67,149 93,579 149,351 223,240 211,083 23,927 915,005

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

40

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 2010 Trustees Report intermediate set of assumptions

Table III.A10.—DI Disabled Worker Total Termination Ratesa

(Terminations per thousand beneficiaries, by age and gender, calendar years 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAb Total

Male

1980 ........... 107.01 89.43 84.67 81.10 96.98 104.93 100.25 92.40 83.16 70.54 68.99 83.38

1985 ........... 73.42 59.21 55.42 48.79 42.69 48.16 56.69 62.91 68.58 71.75 85.15 63.87

1990 ........... 43.52 55.65 64.99 60.53 56.48 50.07 52.62 58.00 63.16 71.59 79.32 62.16

1995 ........... 53.59 59.58 65.08 72.73 63.96 56.83 50.23 51.87 54.71 62.88 97.23 59.14

2000 ........... 42.44 49.07 67.06 61.98 55.00 49.24 48.34 47.00 49.11 56.91 98.03 52.83

2005 ........... 55.99 36.75 46.82 50.30 47.02 45.76 45.34 46.55 44.58 50.78 67.09 47.75

2006 ........... 31.13 33.01 41.32 44.57 41.63 41.26 41.54 44.12 43.25 48.67 50.57 44.45

2007 ........... 50.31 33.26 37.93 38.47 37.58 38.20 39.45 42.03 42.94 46.72 49.22 42.62

2008 ........... 39.22 32.73 39.83 38.48 37.27 37.25 39.83 41.89 43.67 46.71 50.27 42.93

2009 ........... 35.98 27.66 33.85 35.23 35.07 34.90 37.13 40.12 42.42 44.81 46.27 40.84

2010 ........... 36.11 27.73 36.21 37.53 36.80 36.31 38.23 40.90 43.13 45.39 45.19 41.67

2011 ........... 34.51 26.42 35.62 36.93 35.94 35.16 36.80 39.14 41.15 43.26 44.54 40.09

2012 ........... 37.18 28.23 40.65 41.94 39.91 38.02 38.68 39.97 41.33 42.96 44.15 41.09

2013 ........... 37.52 28.66 41.94 43.18 40.85 38.59 38.91 39.84 40.95 42.40 43.47 40.99

2014 ........... 37.96 29.22 43.57 44.76 42.06 39.35 39.28 39.77 40.61 41.85 42.87 40.98

2015 ........... 38.20 29.53 44.67 45.82 42.83 39.80 39.42 39.59 40.18 41.28 42.24 40.81

2016 ........... 37.66 29.13 44.11 45.18 42.22 39.24 38.82 38.96 39.51 40.58 41.50 40.17

2017 ........... 37.16 28.74 43.63 44.64 41.67 38.73 38.26 38.34 38.85 39.88 40.78 39.55

2018 ........... 36.20 27.95 42.13 43.10 40.30 37.59 37.25 37.44 38.02 39.10 40.00 38.63

2019 ........... 35.03 26.98 40.09 41.05 38.55 36.14 36.01 36.42 37.12 38.29 39.20 37.60

Female

1980 ........... 98.49 83.10 72.39 76.08 90.11 97.80 96.33 74.60 61.77 45.75 52.84 64.58

1985 ........... 16.81 66.57 61.08 49.04 46.61 49.37 55.38 53.44 52.55 50.48 53.38 51.81

1990 ........... 78.59 52.54 49.56 42.42 40.11 43.07 46.74 49.29 48.92 51.74 52.82 48.06

1995 ........... 41.14 52.61 50.54 45.25 40.94 40.40 40.39 40.87 41.90 45.89 70.11 43.30

2000 ........... 31.61 44.54 55.18 50.28 43.80 41.78 40.47 39.18 37.85 41.44 68.48 41.57

2005 ........... 55.83 32.40 40.05 40.89 38.33 37.98 37.77 36.27 34.49 37.09 48.07 37.20

2006 ........... 18.32 28.08 35.94 36.30 35.00 34.85 34.86 34.01 33.55 35.93 36.10 34.76

2007 ........... 47.62 29.16 31.83 33.04 31.04 31.67 32.97 32.25 32.25 34.55 35.67 32.95

2008 ........... 21.98 28.23 33.28 32.72 31.65 32.32 33.18 32.41 32.25 34.49 36.41 33.17

2009 ........... 34.43 26.22 30.99 29.89 29.64 30.24 30.81 31.31 30.71 33.57 34.25 31.61

2010 ........... 35.08 25.29 32.64 31.69 31.15 31.38 31.78 32.01 31.37 33.87 32.86 32.23

2011 ........... 34.38 23.98 31.93 30.92 30.19 30.26 30.47 30.47 29.67 32.02 32.44 30.78

2012 ........... 37.85 25.50 36.20 34.95 33.54 32.98 32.44 31.61 30.24 32.04 32.31 31.91

2013 ........... 38.67 25.89 37.30 35.97 34.35 33.59 32.79 31.70 30.14 31.75 31.90 31.97

2014 ........... 39.58 26.42 38.69 37.26 35.38 34.36 33.27 31.86 30.09 31.46 31.55 32.10

2015 ........... 40.18 26.72 39.64 38.13 36.05 34.83 33.53 31.85 29.93 31.14 31.16 32.07

2016 ........... 39.64 26.41 39.17 37.62 35.58 34.36 33.05 31.38 29.48 30.66 30.66 31.58

2017 ........... 39.16 26.11 38.76 37.18 35.15 33.93 32.61 30.93 29.03 30.18 30.17 31.11

2018 ........... 38.02 25.46 37.48 35.93 34.04 32.92 31.72 30.19 28.38 29.59 29.61 30.36

2019 ........... 36.55 24.64 35.74 34.28 32.58 31.63 30.62 29.32 27.65 28.96 29.03 29.49

Total

1980 ........... 104.66 87.77 81.13 79.66 94.97 102.83 99.05 86.67 75.99 62.22 63.63 77.31

1985 ........... 58.76 61.29 57.05 48.86 43.88 48.54 56.27 59.84 63.22 64.59 74.30 59.94

1990 ........... 54.92 54.67 60.14 54.80 51.11 47.75 50.57 54.92 58.15 64.76 70.09 57.34

1995 ........... 48.90 57.03 59.86 62.93 55.67 50.69 46.47 47.50 49.70 56.55 87.37 53.15

2000 ........... 38.31 47.27 62.15 57.13 50.33 46.10 44.94 43.60 44.18 50.47 86.24 48.04

2005 ........... 55.93 34.98 43.86 45.91 43.02 42.19 41.88 41.79 39.99 44.67 58.80 42.96

2006 ........... 25.82 31.01 38.97 40.67 38.52 38.28 38.45 39.40 38.80 42.93 44.20 40.01

2007 ........... 49.22 31.61 35.27 35.90 34.47 35.13 36.42 37.44 37.98 41.20 43.18 38.15

2008 ........... 32.56 30.93 37.00 35.77 34.56 34.91 36.69 37.41 38.33 41.13 44.02 38.38

2009 ........... 35.35 27.08 32.63 32.72 32.42 32.67 34.12 35.93 36.90 39.67 40.81 36.51

2010 ........... 35.69 26.75 34.69 34.79 34.03 33.93 35.13 36.66 37.54 40.10 39.58 37.23

2011 ........... 34.46 25.43 34.06 34.12 33.11 32.77 33.73 34.98 35.67 38.07 39.00 35.69

2012 ........... 37.44 27.13 38.77 38.69 36.77 35.55 35.64 35.95 36.03 37.89 38.72 36.74

2013 ........... 37.97 27.55 39.98 39.85 37.65 36.12 35.92 35.90 35.77 37.42 38.14 36.70

2014 ........... 38.60 28.10 41.51 41.31 38.77 36.87 36.34 35.93 35.55 36.96 37.63 36.74

2015 ........... 38.98 28.40 42.55 42.30 39.50 37.32 36.52 35.81 35.25 36.48 37.08 36.62

2016 ........... 38.45 28.04 42.02 41.73 38.96 36.80 35.96 35.25 34.67 35.87 36.42 36.04

2017 ........... 37.96 27.69 41.57 41.24 38.48 36.32 35.45 34.70 34.10 35.27 35.76 35.48

2018 ........... 36.93 26.95 40.17 39.83 37.25 35.24 34.48 33.87 33.34 34.57 35.07 34.63

2019 ........... 35.63 26.04 38.25 37.96 35.64 33.87 33.30 32.92 32.51 33.83 34.36 33.67

a Death, recovery, and “other” reasons except conversion to retired worker benefit at normal retirement age. b Does not reflect termination due to conversion at normal retirement age. See table II.9 for overall disability termination rates
DI Numbers

41

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 2010 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 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a Total

Male

1980........... 92.55 35.69 23.20 21.31 25.94 34.14 42.02 52.44 58.71 63.23 58.51 51.89

1985........... 58.74 27.00 22.16 24.17 26.19 34.09 45.65 54.84 63.16 66.63 74.41 54.12

1990........... 28.38 28.36 33.24 35.50 36.49 35.16 40.12 48.91 56.86 63.51 74.26 50.21

1995........... 44.02 20.35 28.04 42.02 40.65 38.68 38.08 43.46 49.47 55.96 71.98 45.70

2000........... 21.22 16.77 14.87 17.10 20.40 24.31 30.46 35.99 43.19 50.04 62.43 36.42

2005........... 22.40 13.79 12.24 14.63 17.89 22.64 28.36 35.35 38.50 45.10 50.40 34.42

2006........... 10.38 12.66 11.61 14.31 17.12 22.01 27.46 34.63 38.02 43.97 46.18 33.79

2007........... 17.61 14.32 11.10 13.13 17.14 21.20 26.56 33.38 37.82 42.30 45.81 33.20

2008........... 16.15 13.22 11.38 12.61 15.97 20.13 26.39 32.94 38.13 42.23 47.13 33.31

2009........... 21.16 13.55 11.23 12.44 15.79 19.71 25.46 32.36 37.49 41.34 43.54 32.66

2010........... 20.49 13.31 11.02 12.22 15.48 19.33 25.01 31.79 36.79 40.66 42.75 32.16

2011........... 19.89 13.05 10.82 12.00 15.17 18.98 24.59 31.23 36.12 39.94 42.03 31.72

2012........... 20.48 12.76 10.62 11.80 14.88 18.65 24.16 30.67 35.46 39.19 41.25 31.26

2013........... 19.74 12.46 10.43 11.60 14.60 18.33 23.71 30.13 34.82 38.46 40.46 30.78

2014........... 19.51 12.19 10.24 11.40 14.33 17.99 23.23 29.59 34.20 37.75 39.73 30.31

2015........... 19.19 11.97 10.05 11.19 14.06 17.65 22.77 29.09 33.58 37.07 39.00 29.87

2016........... 18.85 11.77 9.87 10.99 13.81 17.31 22.36 28.58 32.97 36.40 38.30 29.43

2017........... 18.51 11.58 9.69 10.79 13.57 16.98 21.99 28.07 32.38 35.74 37.60 28.99

2018........... 18.16 11.39 9.52 10.59 13.33 16.66 21.63 27.55 31.79 35.10 36.92 28.55

2019........... 17.81 11.20 9.35 10.39 13.10 16.35 21.24 27.01 31.22 34.47 36.25 28.09

Female

1980........... 75.76 38.34 23.75 24.93 27.15 33.84 38.86 42.24 41.39 40.36 46.35 39.08

1985........... 16.81 27.48 21.49 21.49 27.45 32.64 42.06 44.66 47.06 45.74 47.14 41.79

1990........... 23.58 25.82 19.49 20.65 22.74 27.58 34.48 40.39 43.08 45.97 46.73 37.55

1995........... 15.82 18.40 16.99 19.38 21.23 23.63 28.15 32.65 37.46 41.17 49.90 31.86

2000........... 17.24 15.59 14.10 14.08 15.90 19.69 23.12 28.11 31.83 36.82 44.33 27.57

2005........... 13.14 11.67 10.53 12.27 14.32 17.37 21.57 25.28 28.18 32.73 36.06 25.24

2006........... 7.33 10.85 10.66 12.87 13.79 17.53 20.96 24.25 27.93 31.73 33.12 24.77

2007........... 21.98 12.18 9.48 11.45 13.63 16.34 20.51 23.87 26.74 30.64 33.09 24.16

2008........... 10.99 12.99 9.79 10.75 13.39 16.62 20.38 23.51 26.58 30.44 33.80 24.19

2009........... 15.65 11.43 10.45 11.13 13.41 16.16 19.87 23.71 25.88 30.27 32.00 23.97

2010........... 15.30 11.00 10.06 10.70 12.87 15.50 19.13 22.80 24.88 29.16 30.76 23.10

2011........... 15.17 10.78 9.90 10.54 12.64 15.23 18.83 22.43 24.46 28.70 30.25 22.81

2012........... 14.91 10.55 9.73 10.37 12.41 15.00 18.53 22.05 24.05 28.20 29.75 22.51

2013........... 14.73 10.32 9.57 10.22 12.19 14.78 18.21 21.69 23.66 27.72 29.24 22.21

2014........... 14.39 10.13 9.41 10.07 11.98 14.54 17.88 21.33 23.27 27.24 28.75 21.91

2015........... 14.13 9.97 9.25 9.90 11.78 14.28 17.54 20.98 22.88 26.80 28.27 21.62

2016........... 13.88 9.83 9.09 9.74 11.60 14.02 17.25 20.65 22.51 26.35 27.80 21.35

2017........... 13.64 9.68 8.93 9.56 11.41 13.76 16.98 20.32 22.13 25.92 27.34 21.07

2018........... 13.42 9.54 8.78 9.40 11.24 13.52 16.73 19.97 21.77 25.49 26.88 20.78

2019........... 13.22 9.39 8.63 9.24 11.06 13.29 16.46 19.61 21.41 25.07 26.43 20.48

Total

1980........... 87.91 36.38 23.36 22.34 26.29 34.05 41.05 49.15 52.90 55.55 54.48 47.76

1985........... 47.88 27.14 21.97 23.35 26.57 33.64 44.52 51.55 57.77 59.60 65.09 50.10

1990........... 26.82 27.56 28.93 30.81 31.98 32.64 38.16 45.89 52.01 57.47 64.68 45.88

1995........... 33.39 19.64 24.07 33.94 33.65 33.05 34.28 39.16 44.77 50.46 63.95 40.47

2000........... 19.70 16.30 14.55 15.85 18.52 22.36 27.29 32.55 38.22 44.54 55.21 32.65

2005........... 18.64 12.93 11.49 13.53 16.25 20.22 25.26 30.69 33.81 39.58 44.15 30.25

2006........... 9.11 11.93 11.20 13.63 15.56 19.93 24.45 29.78 33.39 38.45 40.42 29.66

2007........... 19.39 13.46 10.40 12.33 15.47 18.92 23.73 28.91 32.69 37.01 40.14 29.02

2008........... 14.15 13.13 10.70 11.73 14.73 18.47 23.55 28.48 32.73 36.85 41.12 29.07

2009........... 18.94 12.70 10.90 11.83 14.63 18.01 22.79 28.25 32.01 36.28 38.30 28.59

2010........... 18.39 12.38 10.61 11.50 14.20 17.48 22.18 27.50 31.13 35.38 37.29 27.90

2011........... 18.01 12.13 10.43 11.32 13.92 17.15 21.80 27.01 30.56 34.75 36.64 27.51

2012........... 18.28 11.87 10.25 11.14 13.66 16.86 21.42 26.52 30.01 34.08 35.98 27.11

2013........... 17.78 11.60 10.07 10.96 13.41 16.58 21.03 26.05 29.47 33.44 35.29 26.70

2014........... 17.49 11.36 9.89 10.79 13.17 16.28 20.61 25.58 28.94 32.81 34.65 26.30

2015........... 17.19 11.16 9.71 10.60 12.94 15.97 20.20 25.13 28.43 32.21 34.01 25.92

2016........... 16.88 10.99 9.54 10.42 12.73 15.66 19.83 24.70 27.92 31.63 33.38 25.55

2017........... 16.57 10.82 9.37 10.23 12.51 15.36 19.49 24.27 27.42 31.07 32.75 25.17

2018........... 16.28 10.65 9.20 10.05 12.31 15.08 19.17 23.82 26.93 30.52 32.15 24.79

2019........... 15.98 10.48 9.04 9.87 12.10 14.81 18.84 23.36 26.45 29.99 31.58 24.41

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

42

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 2010 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 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a Total

Male

1980 ........... 13.02 51.12 59.80 58.65 69.83 69.52 57.29 39.10 23.77 6.39 1.83 30.28

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 2.02 10.26

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

2000 ........... 21.22 30.61 49.75 43.29 32.98 23.39 16.47 9.83 5.15 3.86 3.34 14.07

2005 ........... 6.72 16.31 29.23 31.26 25.49 19.69 13.56 8.23 3.98 2.30 1.90 9.73

2006 ........... 5.19 15.48 26.23 26.47 22.29 17.36 12.16 7.51 3.73 2.12 1.60 8.49

2007 ........... 12.58 11.49 22.14 20.78 16.37 13.28 9.52 5.89 3.23 1.81 1.40 6.57

2008 ........... 9.23 11.87 22.90 21.73 17.05 13.62 10.02 6.36 3.59 2.02 1.45 6.84

2009 ........... 8.47 7.47 18.96 18.97 15.19 11.64 8.55 5.21 3.22 1.84 1.36 5.81

2010 ........... 9.62 8.29 21.10 21.12 16.95 12.99 9.50 5.79 3.59 2.03 1.52 6.42

2011 ........... 10.13 8.75 22.22 22.24 17.91 13.69 10.00 6.10 3.78 2.14 1.61 6.70

2012 ........... 12.34 10.93 27.50 27.52 22.22 16.94 12.37 7.54 4.69 2.66 1.99 8.23

2013 ........... 13.30 11.68 28.96 28.93 23.43 17.81 13.03 7.93 4.92 2.80 2.08 8.60

2014 ........... 14.02 12.54 30.80 30.74 24.93 18.92 13.90 8.43 5.23 2.98 2.22 9.08

2015 ........... 14.60 13.08 32.11 32.01 25.98 19.73 14.51 8.76 5.44 3.11 2.31 9.38

2016 ........... 14.39 12.85 31.72 31.56 25.61 19.50 14.31 8.62 5.36 3.06 2.28 9.16

2017 ........... 14.23 12.65 31.43 31.22 25.30 19.31 14.12 8.51 5.29 3.03 2.26 8.99

2018 ........... 13.64 12.07 30.14 29.90 24.19 18.51 13.49 8.16 5.06 2.89 2.16 8.54

2019 ........... 12.81 11.27 28.27 28.04 22.67 17.38 12.64 7.68 4.74 2.71 2.03 7.97

Female

1980 ........... 22.73 41.90 46.99 50.03 62.15 63.20 56.90 31.83 19.89 4.76 1.10 24.67

1985 ........... ... 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 1.29 9.14

1995 ........... 22.15 33.00 32.01 24.84 18.93 16.22 11.78 7.85 4.10 2.83 .95 10.18

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

2005 ........... 9.85 14.85 24.79 25.19 21.18 17.72 13.71 8.95 4.91 2.39 1.80 9.45

2006 ........... ... 11.50 21.49 21.25 19.10 15.61 12.13 8.13 4.50 2.41 1.66 8.31

2007 ........... 7.33 9.72 17.35 17.20 14.12 12.24 9.44 6.31 3.93 2.13 1.42 6.50

2008 ........... 3.66 8.98 18.96 18.15 14.93 12.77 9.97 6.65 4.25 2.35 1.55 6.80

2009 ........... 12.52 6.33 16.12 15.18 12.89 10.72 8.33 5.65 3.70 2.08 1.33 5.71

2010 ........... 14.29 7.07 18.05 17.03 14.46 12.05 9.33 6.33 4.15 2.32 1.49 6.36

2011 ........... 15.19 7.48 19.01 17.92 15.24 12.71 9.82 6.67 4.37 2.44 1.59 6.63

2012 ........... 18.80 9.29 23.50 22.18 18.87 15.71 12.15 8.25 5.42 3.03 1.96 8.13

2013 ........... 19.89 9.89 24.74 23.33 19.88 16.51 12.80 8.68 5.69 3.20 2.05 8.48

2014 ........... 21.02 10.62 26.32 24.79 21.13 17.55 13.64 9.23 6.05 3.40 2.18 8.94

2015 ........... 21.86 11.09 27.44 25.84 22.02 18.31 14.24 9.58 6.29 3.54 2.27 9.22

2016 ........... 21.54 10.91 27.11 25.48 21.72 18.08 14.05 9.42 6.20 3.49 2.25 9.00

2017 ........... 21.29 10.75 26.86 25.21 21.47 17.91 13.87 9.31 6.13 3.45 2.22 8.81

2018 ........... 20.40 10.27 25.76 24.14 20.56 17.16 13.26 8.94 5.86 3.29 2.13 8.38

2019 ........... 19.16 9.60 24.17 22.65 19.29 16.10 12.42 8.42 5.49 3.09 1.99 7.81

Total

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 1.62 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

1995 ........... 13.12 35.36 34.32 27.87 21.14 16.92 11.63 7.89 4.55 3.62 1.29 11.13

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

2005 ........... 7.99 15.71 27.29 28.43 23.50 18.79 13.63 8.56 4.40 2.34 1.85 9.60

2006 ........... 3.04 13.87 24.16 24.01 20.80 16.55 12.15 7.80 4.09 2.25 1.63 8.41

2007 ........... 10.44 10.78 20.06 19.09 15.30 12.79 9.48 6.09 3.56 1.96 1.41 6.54

2008 ........... 7.08 10.71 21.20 20.04 16.03 13.22 10.00 6.50 3.90 2.17 1.49 6.82

2009 ........... 10.10 7.01 17.75 17.19 14.06 11.20 8.44 5.42 3.45 1.95 1.35 5.76

2010 ........... 11.50 7.80 19.81 19.20 15.73 12.54 9.42 6.05 3.86 2.16 1.51 6.39

2011 ........... 12.15 8.24 20.86 20.22 16.59 13.21 9.92 6.37 4.07 2.28 1.60 6.67

2012 ........... 14.89 10.27 25.82 25.04 20.57 16.34 12.27 7.89 5.03 2.83 1.98 8.18

2013 ........... 15.88 10.96 27.18 26.34 21.68 17.17 12.92 8.29 5.29 2.99 2.07 8.54

2014 ........... 16.78 11.77 28.92 28.00 23.06 18.24 13.77 8.81 5.62 3.18 2.20 9.01

2015 ........... 17.48 12.28 30.15 29.18 24.03 19.02 14.38 9.16 5.85 3.31 2.29 9.30

2016 ........... 17.23 12.07 29.78 28.79 23.70 18.79 14.18 9.01 5.77 3.26 2.27 9.08

2017 ........... 17.04 11.89 29.50 28.48 23.43 18.61 14.00 8.91 5.70 3.23 2.24 8.90

2018 ........... 16.33 11.35 28.29 27.28 22.42 17.83 13.37 8.54 5.45 3.09 2.14 8.46

2019 ........... 15.34 10.60 26.54 25.59 21.03 16.74 12.53 8.04 5.11 2.89 2.01 7.89

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

43

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 2010 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 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA a Total

Male

1980........... 1.45 2.62 1.68 1.13 1.22 1.27 .95 .87 .68 .92 8.65 1.21

1985........... 5.87 2.20 1.54 1.17 1.05 1.22 1.00 .73 .68 1.44 8.88 1.38

1990........... 3.78 2.45 2.20 1.64 1.66 1.48 1.19 .94 .76 2.74 3.03 1.70

1995........... 1.91 2.50 1.43 1.17 .93 .82 .62 .49 .40 2.84 23.76 1.73

2000........... ... 1.69 2.45 1.60 1.62 1.54 1.41 1.19 .77 3.01 32.25 2.34

2005........... 26.88 6.65 5.36 4.42 3.64 3.43 3.42 2.96 2.09 3.37 14.80 3.61

2006........... 15.56 4.86 3.47 3.79 2.21 1.89 1.93 1.99 1.50 2.59 2.80 2.17

2007........... 20.13 7.45 4.68 4.56 4.08 3.72 3.37 2.76 1.89 2.61 2.01 2.85

2008........... 13.84 7.64 5.54 4.15 4.25 3.49 3.42 2.59 1.96 2.45 1.70 2.77

2009........... 6.35 6.64 3.67 3.82 4.09 3.55 3.12 2.55 1.71 1.63 1.36 2.37

2010........... 6.00 6.13 4.09 4.19 4.37 4.00 3.72 3.33 2.75 2.69 .92 3.09

2011........... 4.49 4.62 2.58 2.69 2.86 2.49 2.21 1.82 1.25 1.18 .90 1.67

2012........... 4.36 4.54 2.53 2.63 2.80 2.43 2.15 1.76 1.19 1.11 .91 1.60

2013........... 4.48 4.53 2.55 2.65 2.82 2.46 2.17 1.78 1.20 1.14 .93 1.61

2014........... 4.42 4.49 2.52 2.63 2.80 2.44 2.15 1.75 1.18 1.12 .92 1.59

2015........... 4.41 4.48 2.51 2.62 2.78 2.42 2.13 1.74 1.17 1.10 .92 1.57

2016........... 4.42 4.51 2.52 2.63 2.80 2.44 2.15 1.75 1.18 1.12 .92 1.57

2017........... 4.42 4.51 2.51 2.63 2.80 2.44 2.15 1.76 1.18 1.12 .92 1.57

2018........... 4.41 4.50 2.48 2.61 2.78 2.42 2.13 1.74 1.16 1.10 .92 1.54

2019........... 4.41 4.50 2.48 2.61 2.78 2.42 2.13 1.74 1.16 1.10 .92 1.54

Female

1980........... ... 2.85 1.65 1.11 .81 .77 .57 .53 .49 .64 5.39 .83

1985........... ... 2.94 1.38 .89 .89 .97 .68 .61 .53 .98 5.08 .98

1990........... ... 3.11 1.87 2.00 1.64 1.41 .97 .86 .55 1.66 4.79 1.38

1995........... 3.17 1.21 1.54 1.03 .78 .55 .47 .38 .34 1.88 19.27 1.26

2000........... 2.87 .91 1.90 1.47 1.76 1.48 1.16 .65 .31 1.38 21.81 1.46

2005........... 32.84 5.89 4.72 3.43 2.84 2.89 2.49 2.05 1.41 1.97 10.21 2.51

2006........... 10.99 5.72 3.79 2.18 2.11 1.71 1.77 1.63 1.12 1.79 1.32 1.68

2007........... 18.32 7.26 4.99 4.39 3.30 3.09 3.02 2.07 1.57 1.78 1.16 2.29

2008........... 7.33 6.26 4.52 3.82 3.33 2.93 2.83 2.25 1.41 1.70 1.07 2.17

2009........... 6.26 8.46 4.42 3.58 3.35 3.37 2.61 1.94 1.14 1.22 .92 1.93

2010........... 5.49 7.23 4.53 3.97 3.82 3.82 3.32 2.88 2.34 2.39 .61 2.77

2011........... 4.02 5.72 3.03 2.46 2.32 2.32 1.82 1.37 .84 .88 .60 1.34

2012........... 4.14 5.66 2.97 2.40 2.27 2.27 1.75 1.31 .77 .82 .61 1.27

2013........... 4.05 5.68 2.99 2.42 2.28 2.29 1.77 1.33 .79 .84 .61 1.28

2014........... 4.17 5.67 2.97 2.40 2.27 2.27 1.76 1.31 .77 .82 .61 1.25

2015........... 4.19 5.66 2.95 2.39 2.25 2.25 1.74 1.29 .76 .80 .61 1.23

2016........... 4.22 5.67 2.97 2.41 2.26 2.26 1.76 1.30 .77 .82 .61 1.23

2017........... 4.24 5.67 2.97 2.41 2.26 2.26 1.76 1.30 .77 .82 .61 1.23

2018........... 4.20 5.65 2.94 2.38 2.23 2.24 1.74 1.29 .75 .80 .61 1.20

2019........... 4.17 5.65 2.94 2.38 2.23 2.24 1.74 1.29 .75 .80 .61 1.20

Total

1980........... 1.05 2.68 1.67 1.12 1.10 1.12 .83 .76 .62 .83 7.57 1.08

1985........... 4.35 2.41 1.49 1.09 1.00 1.14 .90 .69 .63 1.29 7.58 1.25

1990........... 2.55 2.66 2.09 1.76 1.65 1.46 1.11 .91 .69 2.37 3.65 1.59

1995........... 2.39 2.03 1.47 1.12 .88 .72 .56 .44 .38 2.48 22.13 1.55

2000........... 1.10 1.38 2.22 1.54 1.68 1.52 1.30 .95 .57 2.33 28.09 1.97

2005........... 29.29 6.34 5.08 3.96 3.27 3.18 2.99 2.54 1.78 2.75 12.80 3.11

2006........... 13.67 5.21 3.61 3.03 2.16 1.80 1.85 1.82 1.32 2.23 2.15 1.95

2007........... 19.39 7.38 4.82 4.48 3.71 3.42 3.21 2.44 1.74 2.23 1.63 2.59

2008........... 11.32 7.09 5.10 3.99 3.81 3.23 3.14 2.43 1.70 2.11 1.41 2.49

2009........... 6.31 7.37 3.99 3.71 3.73 3.46 2.88 2.26 1.44 1.44 1.16 2.16

2010........... 5.80 6.57 4.28 4.09 4.10 3.92 3.53 3.11 2.56 2.55 .78 2.94

2011........... 4.30 5.06 2.77 2.58 2.59 2.41 2.02 1.60 1.05 1.04 .77 1.51

2012........... 4.27 4.99 2.71 2.52 2.54 2.35 1.96 1.54 .99 .98 .77 1.45

2013........... 4.31 4.99 2.73 2.54 2.56 2.38 1.98 1.56 1.01 1.00 .78 1.46

2014........... 4.32 4.97 2.71 2.53 2.54 2.35 1.96 1.54 .99 .98 .78 1.43

2015........... 4.32 4.95 2.69 2.51 2.52 2.33 1.94 1.52 .97 .96 .78 1.40

2016........... 4.34 4.97 2.71 2.53 2.54 2.35 1.96 1.53 .99 .98 .77 1.41

2017........... 4.35 4.98 2.70 2.53 2.54 2.35 1.96 1.53 .98 .98 .77 1.40

2018........... 4.32 4.96 2.68 2.51 2.52 2.33 1.93 1.51 .96 .96 .77 1.38

2019........... 4.31 4.96 2.67 2.51 2.51 2.33 1.93 1.52 .96 .96 .77 1.37

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

44

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 2010 Trustees Report intermediate set of assumptions.

Table III.A14.—DI Disabled Worker Total Terminations and Conversions

(By calendar age terminated and gender, calendar years 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Conversion

at NRA Total

Male

1980 ........... 74 1,774 4,935 7,325 9,565 12,438 17,645 25,927 38,765 45,625 4,793 135,678 304,544

1985 ........... 25 1,024 3,283 4,585 5,163 6,176 8,531 14,223 26,101 42,943 5,463 124,010 241,527

1990 ........... 23 932 4,411 7,782 9,608 10,153 11,039 14,480 23,379 39,589 4,708 115,057 241,161

1995 ........... 28 1,285 5,273 11,909 15,883 17,129 17,411 19,074 24,829 37,433 5,942 117,534 273,730

2000 ........... 24 901 4,005 7,844 12,644 16,657 19,739 23,417 27,928 37,440 6,419 125,583 282,601

2005 ........... 25 1,050 3,811 5,943 9,429 15,545 21,909 27,884 34,865 42,519 9,553 118,369 290,902

2006 ........... 12 889 3,544 5,294 8,304 13,688 20,409 27,495 35,143 43,114 8,827 126,382 293,101

2007 ........... 20 848 3,354 4,703 7,430 12,348 19,498 27,217 35,374 43,978 10,637 134,800 300,207

2008 ........... 17 827 3,635 4,956 7,320 11,769 19,817 28,217 37,021 46,255 12,874 147,657 320,365

2009 ........... 17 737 3,196 4,861 6,902 10,873 18,698 28,199 37,550 47,236 13,162 184,753 356,184

2010 ........... 18 801 3,586 5,615 7,334 11,530 19,480 30,188 40,553 51,324 12,748 182,668 365,842

2011 ........... 16 803 3,681 5,936 7,326 11,411 18,791 30,033 41,042 51,388 14,137 184,172 368,736

2012 ........... 16 872 4,333 7,117 8,440 12,514 19,665 31,407 43,471 52,565 16,117 217,583 414,100

2013 ........... 15 866 4,532 7,541 8,965 12,653 19,462 31,649 44,711 53,631 16,420 246,795 447,240

2014 ........... 14 837 4,714 7,876 9,538 12,670 19,193 31,509 45,339 54,628 16,371 243,959 446,649

2015 ........... 15 799 4,797 8,035 10,004 12,467 19,041 30,817 45,573 55,571 16,366 249,155 452,640

2016 ........... 15 754 4,671 7,856 10,105 12,033 18,575 29,516 45,162 56,233 16,539 252,178 453,636

2017 ........... 15 725 4,549 7,687 10,145 11,856 18,063 28,196 44,407 56,823 16,777 261,577 460,821

2018 ........... 15 698 4,319 7,379 9,905 11,654 17,260 26,730 43,407 56,992 16,957 269,771 465,089

2019 ........... 15 674 4,035 7,028 9,492 11,445 16,321 25,366 42,171 56,927 17,206 278,254 468,932

Female

1980 ........... 26 583 1,710 2,740 3,667 4,858 7,454 9,949 14,525 14,963 1,824 67,794 130,093

1985 ........... 2 453 1,461 2,029 2,464 2,863 3,844 5,784 10,043 15,325 1,777 65,305 111,350

1990 ........... 20 405 1,538 2,520 3,331 4,337 5,247 6,739 9,822 15,015 1,675 62,268 112,917

1995 ........... 13 652 2,291 4,107 5,722 7,269 8,668 9,924 12,230 16,202 2,449 68,105 137,632

2000 ........... 11 540 2,324 4,511 7,204 10,269 12,563 15,070 16,748 19,428 2,974 84,484 176,126

2005 ........... 17 633 2,536 4,224 6,546 10,920 15,381 18,713 22,491 25,009 5,287 91,928 203,685

2006 ........... 5 515 2,397 3,835 6,154 10,016 14,707 18,588 23,089 26,097 4,965 100,178 210,546

2007 ........... 13 498 2,168 3,622 5,568 9,060 14,287 18,528 22,965 27,002 6,209 108,094 218,014

2008 ........... 6 478 2,311 3,756 5,803 9,225 14,791 19,563 24,041 28,650 7,667 121,112 237,403

2009 ........... 11 468 2,188 3,660 5,572 8,642 14,154 19,931 24,296 29,880 8,101 154,561 271,464

2010 ........... 12 491 2,391 4,191 5,996 9,287 15,036 21,588 26,698 32,543 7,754 153,723 279,710

2011 ........... 10 494 2,421 4,366 5,979 9,324 14,610 21,546 27,020 32,600 8,693 155,583 282,647

2012 ........... 10 532 2,813 5,150 6,904 10,457 15,603 23,101 29,152 34,028 9,976 185,805 323,531

2013 ........... 10 528 2,934 5,411 7,314 10,755 15,623 23,633 30,279 35,254 10,295 210,528 352,564

2014 ........... 10 510 3,045 5,583 7,769 10,942 15,593 23,873 31,074 36,467 10,384 211,429 356,678

2015 ........... 10 486 3,094 5,645 8,134 10,880 15,683 23,623 31,546 37,578 10,511 217,178 364,369

2016 ........... 10 458 3,024 5,488 8,192 10,575 15,511 22,765 31,460 38,345 10,794 222,413 369,035

2017 ........... 10 441 2,950 5,351 8,187 10,473 15,283 21,896 31,160 38,967 11,114 234,274 380,107

2018 ........... 10 425 2,808 5,140 7,971 10,305 14,746 20,857 30,590 39,232 11,337 244,535 387,958

2019 ........... 10 411 2,632 4,910 7,602 10,131 14,055 19,875 29,768 39,342 11,560 253,757 394,053

Total

1980 ........... 100 2,357 6,645 10,065 13,232 17,296 25,099 35,876 53,290 60,588 6,617 203,472 434,637

1985 ........... 27 1,477 4,744 6,614 7,627 9,039 12,375 20,007 36,144 58,268 7,240 189,315 352,877

1990 ........... 43 1,337 5,949 10,302 12,939 14,490 16,286 21,219 33,201 54,604 6,383 177,325 354,078

1995 ........... 41 1,937 7,564 16,016 21,605 24,398 26,079 28,998 37,059 53,635 8,391 185,639 411,362

2000 ........... 35 1,441 6,329 12,355 19,848 26,926 32,302 38,487 44,676 56,868 9,393 210,067 458,727

2005 ........... 42 1,683 6,347 10,167 15,975 26,465 37,290 46,597 57,356 67,528 14,840 210,297 494,587

2006 ........... 17 1,404 5,941 9,129 14,458 23,704 35,116 46,083 58,232 69,211 13,792 226,560 503,647

2007 ........... 33 1,346 5,522 8,325 12,998 21,408 33,785 45,745 58,339 70,980 16,846 242,894 518,221

2008 ........... 23 1,305 5,946 8,712 13,123 20,994 34,608 47,780 61,062 74,905 20,541 268,769 557,768

2009 ........... 28 1,205 5,384 8,521 12,474 19,515 32,852 48,130 61,846 77,116 21,263 339,314 627,648

2010 ........... 29 1,292 5,977 9,806 13,330 20,817 34,515 51,775 67,250 83,866 20,502 336,391 645,551

2011 ........... 26 1,297 6,102 10,302 13,305 20,735 33,401 51,579 68,062 83,988 22,829 339,755 651,383

2012 ........... 26 1,404 7,146 12,267 15,344 22,971 35,268 54,507 72,623 86,593 26,092 403,388 737,631

2013 ........... 25 1,393 7,467 12,953 16,279 23,408 35,085 55,281 74,990 88,885 26,714 457,323 799,804

2014 ........... 24 1,347 7,759 13,460 17,307 23,612 34,785 55,382 76,413 91,094 26,755 455,388 803,327

2015 ........... 25 1,285 7,891 13,680 18,139 23,347 34,724 54,440 77,120 93,149 26,877 466,334 817,009

2016 ........... 25 1,213 7,695 13,344 18,297 22,608 34,086 52,281 76,622 94,577 27,332 474,591 822,671

2017 ........... 25 1,166 7,498 13,038 18,332 22,328 33,347 50,093 75,568 95,790 27,892 495,851 840,928

2018 ........... 25 1,124 7,128 12,520 17,877 21,960 32,005 47,587 73,998 96,224 28,294 514,306 853,047

2019 ........... 25 1,085 6,666 11,938 17,094 21,575 30,376 45,241 71,939 96,269 28,766 532,011 862,985

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

45

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 2010 Trustees Report intermediate set of assumptions.

Table III.A15.—DI Disabled Worker Terminations Due to Death

(By calendar age terminated and gender, calendar years 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Total

Male

1980........... 64 708 1,352 1,925 2,558 4,047 7,395 14,714 27,367 40,897 4,065 105,092

1985........... 20 467 1,313 2,271 3,168 4,372 6,870 12,399 24,035 39,879 4,774 99,568

1990........... 15 475 2,256 4,565 6,208 7,129 8,418 12,209 21,047 35,118 4,408 101,848

1995........... 23 439 2,272 6,880 10,094 11,657 13,198 15,982 22,448 33,315 4,399 120,707

2000........... 12 308 888 2,164 4,690 8,223 12,440 17,928 24,563 32,922 4,088 108,226

2005........... 10 394 996 1,728 3,588 7,691 13,704 21,178 30,111 37,768 7,176 124,344

2006........... 4 341 996 1,700 3,416 7,303 13,488 21,579 30,894 38,949 8,060 126,730

2007........... 7 365 982 1,605 3,388 6,855 13,126 21,614 31,159 39,818 9,900 128,819

2008........... 7 334 1,039 1,624 3,137 6,361 13,131 22,188 32,322 41,823 12,070 134,036

2009........... 10 361 1,060 1,717 3,107 6,141 12,820 22,743 33,183 43,579 12,387 137,108

2010........... 10 384 1,091 1,827 3,084 6,136 12,745 23,459 34,591 45,982 12,059 141,370

2011........... 9 397 1,118 1,929 3,093 6,159 12,554 23,962 36,026 47,448 13,339 146,035

2012........... 9 394 1,132 2,002 3,147 6,139 12,282 24,100 37,297 47,949 15,059 149,511

2013........... 8 376 1,127 2,025 3,204 6,010 11,858 23,939 38,021 48,651 15,283 150,502

2014........... 7 349 1,108 2,005 3,249 5,794 11,353 23,444 38,179 49,279 15,172 149,940

2015........... 7 324 1,079 1,963 3,285 5,529 11,002 22,643 38,081 49,908 15,112 148,932

2016........... 7 305 1,045 1,910 3,306 5,307 10,698 21,654 37,685 50,438 15,263 147,619

2017........... 7 292 1,010 1,857 3,303 5,197 10,380 20,644 37,005 50,916 15,471 146,084

2018........... 7 284 976 1,813 3,276 5,166 10,022 19,669 36,303 51,169 15,652 144,336

2019........... 7 280 940 1,780 3,225 5,177 9,627 18,810 35,469 51,261 15,913 142,489

Female

1980........... 20 269 561 898 1,105 1,681 3,007 5,634 9,732 13,198 1,600 37,705

1985........... 2 187 514 889 1,451 1,893 2,920 4,834 8,994 13,885 1,569 37,138

1990........... 6 199 605 1,227 1,889 2,777 3,870 5,521 8,649 13,341 1,482 39,566

1995........... 5 228 770 1,759 2,967 4,252 6,040 7,928 10,935 14,537 1,743 51,164

2000........... 6 189 594 1,263 2,615 4,839 7,176 10,811 14,088 17,264 1,925 60,770

2005........... 4 228 667 1,268 2,445 4,994 8,785 13,042 18,372 22,072 3,966 75,843

2006........... 2 199 711 1,360 2,424 5,039 8,843 13,252 19,222 23,044 4,555 78,651

2007........... 6 208 646 1,255 2,445 4,675 8,886 13,716 19,046 23,951 5,760 80,594

2008........... 3 220 680 1,234 2,455 4,744 9,086 14,190 19,818 25,290 7,116 84,836

2009........... 5 204 738 1,363 2,521 4,618 9,129 15,096 20,468 26,944 7,569 88,655

2010........... 5 214 737 1,415 2,478 4,587 9,048 15,376 21,171 28,019 7,258 90,307

2011........... 5 222 750 1,488 2,502 4,694 9,030 15,860 22,275 29,226 8,106 94,157

2012........... 4 220 756 1,528 2,553 4,756 8,914 16,114 23,186 29,944 9,183 97,159

2013........... 4 210 753 1,538 2,596 4,733 8,678 16,172 23,764 30,777 9,436 98,661

2014........... 4 196 740 1,509 2,630 4,631 8,376 15,983 24,030 31,578 9,464 99,142

2015........... 4 181 722 1,466 2,659 4,461 8,206 15,561 24,118 32,340 9,538 99,255

2016........... 4 171 702 1,420 2,670 4,314 8,093 14,982 24,018 32,959 9,788 99,121

2017........... 4 164 679 1,377 2,659 4,248 7,958 14,381 23,757 33,459 10,072 98,757

2018........... 4 159 658 1,345 2,632 4,233 7,776 13,795 23,467 33,805 10,289 98,164

2019........... 4 157 636 1,324 2,580 4,256 7,556 13,295 23,054 34,065 10,523 97,450

Total

1980........... 84 977 1,913 2,823 3,663 5,728 10,402 20,348 37,099 54,095 5,665 142,797

1985........... 22 654 1,827 3,160 4,619 6,265 9,790 17,233 33,029 53,764 6,343 136,706

1990........... 21 674 2,861 5,792 8,097 9,906 12,288 17,730 29,696 48,459 5,890 141,414

1995........... 28 667 3,042 8,639 13,061 15,909 19,238 23,910 33,383 47,852 6,142 171,871

2000........... 18 497 1,482 3,427 7,305 13,062 19,616 28,739 38,651 50,186 6,013 168,996

2005........... 14 622 1,663 2,996 6,033 12,685 22,489 34,220 48,483 59,840 11,142 200,187

2006........... 6 540 1,707 3,060 5,840 12,342 22,331 34,831 50,116 61,993 12,615 205,381

2007........... 13 573 1,628 2,860 5,833 11,530 22,012 35,330 50,205 63,769 15,660 209,413

2008........... 10 554 1,719 2,858 5,592 11,105 22,217 36,378 52,140 67,113 19,186 218,872

2009........... 15 565 1,798 3,080 5,628 10,759 21,949 37,839 53,651 70,523 19,956 225,763

2010........... 15 598 1,828 3,242 5,562 10,723 21,793 38,835 55,762 74,000 19,317 231,677

2011........... 14 619 1,869 3,417 5,595 10,852 21,584 39,821 58,301 76,674 21,445 240,192

2012........... 13 614 1,889 3,530 5,700 10,895 21,196 40,214 60,483 77,893 24,242 246,670

2013........... 12 587 1,880 3,564 5,800 10,743 20,536 40,111 61,784 79,429 24,718 249,163

2014........... 11 545 1,848 3,514 5,879 10,425 19,729 39,427 62,209 80,857 24,636 249,082

2015........... 11 505 1,801 3,429 5,943 9,989 19,207 38,204 62,199 82,248 24,650 248,187

2016........... 11 475 1,747 3,330 5,976 9,621 18,791 36,637 61,703 83,397 25,052 246,740

2017........... 11 456 1,690 3,234 5,962 9,445 18,339 35,025 60,762 84,376 25,542 244,840

2018........... 11 444 1,633 3,158 5,908 9,399 17,798 33,464 59,770 84,974 25,941 242,499

2019........... 11 436 1,576 3,103 5,805 9,434 17,183 32,105 58,523 85,326 26,436 239,938

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

46

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 2010 Trustees Report intermediate set of assumptions.

Table III.A16.—DI Disabled Worker Terminations Due to Recovery

(By calendar age terminated and gender, calendar years 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Total

Male

1980 ........... 9 1,014 3,485 5,298 6,887 8,241 10,083 10,970 11,081 4,135 127 61,330

1985 ........... 3 519 1,879 2,204 1,868 1,648 1,510 1,660 1,807 2,201 119 15,418

1990 ........... 6 416 2,006 3,006 3,118 2,723 2,372 2,036 2,050 2,956 120 20,809

1995 ........... 4 792 2,885 4,838 5,558 5,225 4,000 2,913 2,198 2,430 91 30,934

2000 ........... 12 562 2,971 5,478 7,581 7,912 6,724 4,898 2,929 2,540 219 41,826

2005 ........... 3 466 2,379 3,693 5,111 6,689 6,552 4,932 3,116 1,927 270 35,138

2006 ........... 2 417 2,250 3,144 4,447 5,759 5,973 4,677 3,034 1,874 279 31,856

2007 ........... 5 293 1,958 2,540 3,236 4,292 4,707 3,814 2,659 1,706 302 25,512

2008 ........... 4 300 2,090 2,798 3,348 4,304 4,985 4,286 3,041 2,002 370 27,528

2009 ........... 4 199 1,790 2,617 2,990 3,627 4,305 3,663 2,852 1,939 387 24,373

2010 ........... 5 240 2,090 3,160 3,378 4,123 4,841 4,275 3,373 2,299 428 28,211

2011 ........... 5 266 2,296 3,575 3,650 4,443 5,108 4,677 3,773 2,542 510 30,845

2012 ........... 5 338 2,932 4,669 4,700 5,574 6,290 5,927 4,927 3,252 726 39,341

2013 ........... 5 353 3,130 5,053 5,142 5,838 6,519 6,300 5,376 3,544 787 42,048

2014 ........... 5 359 3,333 5,408 5,654 6,092 6,791 6,675 5,840 3,893 847 44,898

2015 ........... 6 354 3,448 5,613 6,069 6,180 7,010 6,821 6,171 4,182 896 46,750

2016 ........... 6 333 3,359 5,488 6,129 5,978 6,847 6,533 6,125 4,243 909 45,950

2017 ........... 6 319 3,277 5,377 6,159 5,913 6,667 6,261 6,051 4,312 928 45,269

2018 ........... 6 301 3,090 5,119 5,946 5,739 6,250 5,822 5,780 4,219 915 43,187

2019 ........... 5 281 2,845 4,801 5,583 5,503 5,729 5,347 5,388 4,030 889 40,402

Female

1980 ........... 6 294 1,110 1,802 2,529 3,139 4,403 4,245 4,677 1,555 38 23,798

1985 ........... ... 246 914 1,103 966 914 877 884 948 1,143 39 8,034

1990 ........... 14 182 875 1,174 1,306 1,418 1,268 1,101 1,062 1,192 41 9,633

1995 ........... 7 409 1,451 2,255 2,646 2,918 2,527 1,905 1,197 1,000 33 16,348

2000 ........... 4 340 1,650 3,116 4,300 5,066 5,026 4,009 2,525 1,519 102 27,657

2005 ........... 3 290 1,570 2,602 3,616 5,094 5,584 4,616 3,199 1,612 198 28,384

2006 ........... ... 211 1,433 2,245 3,359 4,487 5,119 4,445 3,099 1,752 228 26,378

2007 ........... 2 166 1,182 1,886 2,532 3,501 4,091 3,622 2,801 1,663 247 21,693

2008 ........... 1 152 1,317 2,084 2,738 3,644 4,444 4,012 3,171 1,952 326 23,841

2009 ........... 4 113 1,138 1,859 2,422 3,062 3,825 3,598 2,928 1,855 314 21,118

2010 ........... 5 137 1,323 2,252 2,784 3,568 4,415 4,271 3,533 2,228 352 24,867

2011 ........... 5 154 1,441 2,531 3,018 3,917 4,710 4,718 3,983 2,483 425 27,384

2012 ........... 5 194 1,826 3,269 3,884 4,982 5,846 6,031 5,220 3,219 605 35,081

2013 ........... 5 201 1,946 3,509 4,232 5,288 6,100 6,472 5,719 3,549 662 37,684

2014 ........... 5 205 2,071 3,715 4,640 5,589 6,393 6,912 6,246 3,942 719 40,437

2015 ........... 5 202 2,142 3,826 4,968 5,718 6,662 7,107 6,632 4,271 767 42,299

2016 ........... 6 189 2,093 3,717 5,001 5,565 6,591 6,838 6,617 4,361 791 41,769

2017 ........... 6 182 2,044 3,628 5,002 5,527 6,500 6,593 6,575 4,449 818 41,323

2018 ........... 6 172 1,930 3,454 4,816 5,372 6,162 6,174 6,314 4,368 813 39,580

2019 ........... 5 160 1,780 3,245 4,501 5,158 5,703 5,707 5,909 4,192 794 37,154

Total

1980 ........... 15 1,308 4,595 7,100 9,416 11,380 14,486 15,215 15,758 5,690 165 85,128

1985 ........... 3 765 2,793 3,307 2,834 2,562 2,387 2,544 2,755 3,344 158 23,452

1990 ........... 20 598 2,881 4,180 4,424 4,141 3,640 3,137 3,112 4,148 161 30,442

1995 ........... 11 1,201 4,336 7,093 8,204 8,143 6,527 4,818 3,395 3,430 124 47,282

2000 ........... 16 902 4,621 8,594 11,881 12,978 11,750 8,907 5,454 4,059 321 69,483

2005 ........... 6 756 3,949 6,295 8,727 11,783 12,136 9,548 6,315 3,539 468 63,522

2006 ........... 2 628 3,683 5,389 7,806 10,246 11,092 9,122 6,133 3,626 507 58,234

2007 ........... 7 459 3,140 4,426 5,768 7,793 8,798 7,436 5,460 3,369 549 47,205

2008 ........... 5 452 3,407 4,882 6,086 7,948 9,429 8,298 6,212 3,954 696 51,369

2009 ........... 8 312 2,928 4,476 5,412 6,689 8,130 7,261 5,780 3,794 701 45,491

2010 ........... 9 377 3,412 5,412 6,162 7,691 9,256 8,546 6,906 4,527 780 53,077

2011 ........... 9 420 3,737 6,106 6,668 8,359 9,819 9,395 7,756 5,025 935 58,229

2012 ........... 10 532 4,758 7,938 8,585 10,557 12,136 11,958 10,147 6,471 1,331 74,422

2013 ........... 10 554 5,076 8,562 9,374 11,127 12,620 12,771 11,095 7,093 1,449 79,732

2014 ........... 10 564 5,404 9,123 10,294 11,680 13,184 13,587 12,087 7,835 1,566 85,336

2015 ........... 11 556 5,590 9,439 11,037 11,898 13,672 13,929 12,803 8,453 1,663 89,049

2016 ........... 11 522 5,452 9,205 11,130 11,543 13,439 13,370 12,742 8,605 1,700 87,719

2017 ........... 11 501 5,321 9,004 11,161 11,440 13,167 12,854 12,625 8,761 1,746 86,592

2018 ........... 11 473 5,020 8,573 10,762 11,111 12,412 11,996 12,094 8,587 1,729 82,767

2019 ........... 11 442 4,625 8,046 10,084 10,661 11,432 11,054 11,297 8,223 1,683 77,556

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

47

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 2010 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 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Total

Male

1980........... 1 52 98 102 120 150 167 243 317 593 601 2,444

1985........... 2 38 91 110 127 156 151 164 259 863 570 2,531

1990........... 2 41 149 211 282 301 249 235 282 1,515 180 3,447

1995........... 1 54 116 191 231 247 213 179 183 1,688 1,452 4,555

2000........... ... 31 146 202 373 522 575 591 436 1,978 2,112 6,966

2005........... 12 190 436 522 730 1,165 1,653 1,774 1,638 2,824 2,107 13,051

2006........... 6 131 298 450 441 626 948 1,239 1,215 2,291 488 8,133

2007........... 8 190 414 558 806 1,201 1,665 1,789 1,556 2,454 435 11,076

2008........... 6 193 506 534 835 1,104 1,701 1,743 1,658 2,430 434 11,144

2009........... 3 177 346 527 805 1,105 1,573 1,793 1,515 1,718 388 9,950

2010........... 3 177 405 627 872 1,271 1,894 2,454 2,589 3,043 261 13,594

2011........... 2 140 267 432 583 809 1,129 1,394 1,243 1,397 287 7,684

2012........... 2 140 269 446 592 801 1,093 1,379 1,247 1,364 332 7,665

2013........... 2 137 275 463 619 805 1,085 1,410 1,315 1,435 350 7,894

2014........... 2 129 273 463 634 784 1,049 1,390 1,320 1,455 352 7,851

2015........... 2 121 269 459 650 758 1,030 1,353 1,322 1,481 358 7,803

2016........... 2 117 267 458 670 748 1,029 1,329 1,352 1,551 367 7,888

2017........... 2 114 262 453 682 746 1,016 1,291 1,351 1,594 379 7,891

2018........... 2 112 254 447 684 749 988 1,239 1,325 1,603 390 7,794

2019........... 2 112 249 447 685 765 965 1,209 1,314 1,636 404 7,788

Female

1980........... ... 20 39 40 33 38 44 70 116 210 186 796

1985........... ... 20 33 37 47 56 47 66 101 297 169 873

1990........... ... 24 58 119 136 142 109 117 111 482 152 1,450

1995........... 1 15 70 93 109 99 101 91 98 665 673 2,015

2000........... 1 11 80 132 289 364 361 250 135 645 947 3,215

2005........... 10 115 299 354 485 832 1,012 1,055 920 1,325 1,123 7,530

2006........... 3 105 253 230 371 490 745 891 768 1,301 182 5,339

2007........... 5 124 340 481 591 884 1,310 1,190 1,118 1,388 202 7,633

2008........... 2 106 314 438 610 837 1,261 1,361 1,052 1,408 225 7,614

2009........... 2 151 312 438 629 962 1,200 1,237 900 1,081 218 7,130

2010........... 2 140 332 524 735 1,132 1,572 1,941 1,994 2,296 144 10,813

2011........... 1 118 229 347 459 714 870 969 761 892 162 5,523

2012........... 1 118 230 353 467 718 843 956 746 866 187 5,486

2013........... 1 116 235 364 486 734 845 989 796 928 197 5,692

2014........... 1 109 233 360 498 722 823 978 797 947 201 5,670

2015........... 1 103 230 353 508 701 815 954 796 967 206 5,636

2016........... 1 98 229 351 521 696 827 944 825 1,025 215 5,732

2017........... 1 96 226 346 527 698 825 922 829 1,059 225 5,753

2018........... 1 94 221 341 523 700 808 888 809 1,060 234 5,680

2019........... 1 94 216 341 521 716 796 873 805 1,085 243 5,693

Total

1980........... 1 72 137 142 153 188 211 313 433 803 787 3,240

1985........... 2 58 124 147 174 212 198 230 360 1,160 739 3,404

1990........... 2 65 207 330 418 443 358 352 393 1,997 332 4,897

1995........... 2 69 186 284 340 346 314 270 281 2,353 2,125 6,570

2000........... 1 42 226 334 662 886 936 841 571 2,623 3,059 10,181

2005........... 22 305 735 876 1,215 1,997 2,665 2,829 2,558 4,149 3,230 20,581

2006........... 9 236 551 680 812 1,116 1,693 2,130 1,983 3,592 670 13,472

2007........... 13 314 754 1,039 1,397 2,085 2,975 2,979 2,674 3,842 637 18,709

2008........... 8 299 820 972 1,445 1,941 2,962 3,104 2,710 3,838 659 18,758

2009........... 5 328 658 965 1,434 2,067 2,773 3,030 2,415 2,799 606 17,080

2010........... 5 317 737 1,152 1,606 2,403 3,466 4,395 4,582 5,339 405 24,406

2011........... 3 258 496 779 1,042 1,524 1,999 2,363 2,005 2,288 449 13,207

2012........... 3 258 500 799 1,059 1,519 1,936 2,335 1,993 2,229 519 13,151

2013........... 3 253 510 827 1,105 1,539 1,929 2,399 2,111 2,363 547 13,586

2014........... 3 238 506 823 1,133 1,506 1,872 2,368 2,117 2,402 553 13,521

2015........... 3 224 500 812 1,158 1,460 1,845 2,307 2,118 2,448 564 13,439

2016........... 3 215 496 809 1,191 1,443 1,856 2,274 2,177 2,576 581 13,621

2017........... 3 210 487 800 1,209 1,444 1,841 2,213 2,180 2,653 604 13,644

2018........... 3 207 475 789 1,207 1,450 1,796 2,127 2,134 2,663 624 13,474

2019........... 3 207 466 788 1,205 1,481 1,761 2,082 2,120 2,721 647 13,480

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

48

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 2010 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, 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Total

Male

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 ... 17.19

1995 ........... 17.26 52.45 55.16 47.66 38.66 30.21 20.74 14.36 10.01 6.32 ... 20.57

2000 ........... 23.13 54.65 68.76 62.58 51.77 39.69 28.91 18.51 12.23 7.23 ... 24.54

2005 ........... 21.07 54.85 57.01 52.87 48.50 41.47 31.17 21.50 13.73 8.60 5.97 23.43

2006 ........... 23.96 58.38 63.53 56.72 52.15 44.28 34.02 23.18 14.94 8.97 6.44 24.80

2007 ........... 37.09 57.96 66.48 59.39 52.47 44.90 35.31 24.34 15.83 9.30 6.47 25.21

2008 ........... 19.44 51.85 64.91 58.85 52.42 44.85 35.67 24.88 15.95 9.57 6.66 24.97

2009 ........... 16.60 44.09 58.41 53.20 47.23 40.70 33.32 23.31 15.67 9.25 6.71 23.13

2010 ........... 26.30 44.07 58.41 53.20 47.26 40.76 33.28 23.28 15.67 9.18 6.71 22.96

2011 ........... 21.81 44.16 58.41 53.18 47.30 40.77 33.24 23.26 15.68 9.16 6.71 22.73

2012 ........... 19.28 44.34 58.41 53.15 47.33 40.72 33.21 23.24 15.67 9.19 6.71 22.56

2013 ........... 19.31 44.60 58.41 53.12 47.35 40.66 33.22 23.21 15.65 9.20 6.71 22.42

2014 ........... 19.22 44.73 58.41 53.09 47.36 40.64 33.29 23.20 15.65 9.21 6.71 22.24

2015 ........... 19.12 44.72 58.41 53.08 47.36 40.68 33.35 23.16 15.63 9.20 6.71 22.06

2016 ........... 19.11 44.64 58.41 53.09 47.35 40.76 33.35 23.13 15.61 9.20 6.71 21.87

2017 ........... 19.10 44.55 58.42 53.09 47.33 40.81 33.29 23.10 15.60 9.20 6.71 21.71

2018 ........... 19.12 44.48 58.44 53.09 47.31 40.84 33.22 23.12 15.59 9.18 6.71 21.58

2019 ........... 19.14 44.41 58.44 53.10 47.30 40.87 33.21 23.19 15.58 9.17 6.71 21.47

Female

1980 ........... 25.29 18.77 14.33 7.74 5.50 5.20 3.88 3.22 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

1995 ........... 7.84 27.49 32.21 26.22 20.66 17.17 14.40 10.37 7.49 4.23 ... 12.46

2000 ........... 8.65 31.44 37.20 29.40 24.54 20.04 15.76 11.05 7.59 4.44 ... 13.09

2005 ........... 18.67 28.39 29.74 23.72 22.27 18.62 14.95 11.03 7.88 4.80 4.13 11.74

2006 ........... 15.63 35.18 31.64 26.47 23.92 20.37 16.13 11.77 8.21 4.89 3.32 12.37

2007 ........... 20.23 33.71 34.15 28.75 24.91 21.96 17.08 12.53 8.27 5.13 3.44 12.80

2008 ........... 17.32 31.43 35.05 29.12 25.34 21.91 17.26 12.38 8.30 5.09 3.20 12.64

2009 ........... 22.60 27.56 31.50 26.32 23.42 19.98 16.13 11.58 7.92 4.96 3.61 11.74

2010 ........... 22.85 27.51 31.49 26.30 23.44 20.02 16.11 11.57 7.92 4.93 3.61 11.66

2011 ........... 22.99 27.60 31.50 26.29 23.47 20.03 16.08 11.56 7.92 4.92 3.61 11.53

2012 ........... 22.85 27.68 31.54 26.27 23.49 20.01 16.06 11.56 7.92 4.94 3.61 11.44

2013 ........... 22.84 27.84 31.54 26.24 23.50 19.98 16.07 11.55 7.91 4.94 3.61 11.35

2014 ........... 22.71 27.95 31.54 26.23 23.51 19.96 16.11 11.54 7.91 4.94 3.61 11.25

2015 ........... 22.67 27.96 31.55 26.23 23.51 19.97 16.15 11.53 7.90 4.94 3.61 11.14

2016 ........... 22.65 27.91 31.54 26.24 23.50 20.00 16.16 11.51 7.90 4.94 3.61 11.04

2017 ........... 22.64 27.85 31.52 26.25 23.48 20.03 16.13 11.50 7.89 4.93 3.61 10.96

2018 ........... 22.66 27.81 31.48 26.25 23.46 20.04 16.09 11.51 7.88 4.92 3.61 10.89

2019 ........... 22.70 27.76 31.45 26.26 23.45 20.05 16.07 11.54 7.88 4.92 3.61 10.83

Total

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 36.61 28.50 21.91 16.47 11.93 8.59 5.22 ... 15.64

1995 ........... 13.63 43.25 46.78 39.82 32.02 25.24 18.27 12.75 9.01 5.53 ... 17.45

2000 ........... 17.50 45.33 55.48 48.60 40.24 31.32 23.17 15.23 10.18 6.06 ... 19.61

2005 ........... 20.10 44.07 44.94 39.13 36.32 30.90 23.69 16.62 11.06 6.89 5.16 18.08

2006 ........... 20.48 48.96 49.46 42.36 38.83 33.10 25.69 17.81 11.84 7.12 5.06 19.06

2007 ........... 30.22 48.21 52.30 44.81 39.27 34.06 26.74 18.75 12.31 7.40 5.11 19.44

2008 ........... 18.61 43.64 51.91 44.75 39.27 33.90 26.92 18.93 12.35 7.52 5.09 19.20

2009 ........... 19.03 37.45 46.83 40.48 35.55 30.75 25.08 17.71 12.00 7.28 5.30 17.77

2010 ........... 24.90 37.38 46.87 40.48 35.50 30.71 24.97 17.65 11.98 7.22 5.29 17.61

2011 ........... 22.28 37.46 46.94 40.52 35.51 30.64 24.90 17.63 11.96 7.20 5.28 17.41

2012 ........... 20.69 37.60 46.99 40.56 35.52 30.53 24.84 17.59 11.96 7.21 5.29 17.26

2013 ........... 20.71 37.83 47.00 40.59 35.55 30.42 24.83 17.55 11.93 7.20 5.27 17.13

2014 ........... 20.60 37.95 47.01 40.64 35.57 30.33 24.85 17.52 11.92 7.20 5.27 16.97

2015 ........... 20.54 37.96 47.01 40.69 35.58 30.32 24.86 17.47 11.90 7.18 5.26 16.81

2016 ........... 20.52 37.91 46.99 40.73 35.59 30.34 24.81 17.43 11.88 7.17 5.25 16.65

2017 ........... 20.52 37.84 46.98 40.76 35.61 30.36 24.72 17.40 11.86 7.17 5.24 16.51

2018 ........... 20.53 37.78 46.96 40.77 35.61 30.37 24.62 17.40 11.84 7.15 5.23 16.40

2019 ........... 20.56 37.72 46.94 40.76 35.63 30.38 24.56 17.43 11.82 7.13 5.23 16.30

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

49

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 2010 Trustees Report intermediate set of assumptions.

Table III.A19.—DI Disabled Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Total

Male

1980........... 20 459 1,051 1,043 897 853 992 1,183 1,338 1,134 ... 8,970

1985........... 18 777 2,260 2,801 2,780 2,318 2,064 2,402 2,794 2,462 ... 20,676

1990........... 12 905 4,090 5,451 5,512 4,840 3,715 3,254 3,456 3,099 ... 34,334

1995........... 14 1,275 4,628 7,897 9,695 9,212 7,303 5,400 4,662 3,745 ... 53,831

2000........... 21 1,202 4,248 7,936 11,919 13,469 11,845 9,328 7,053 4,710 ... 71,731

2005........... 15 1,817 4,871 6,434 9,938 14,315 15,256 13,111 10,977 7,196 449 84,379

2006........... 15 1,824 5,699 6,928 10,644 14,940 16,946 14,690 12,352 7,931 694 92,663

2007........... 24 1,746 6,162 7,483 10,632 14,797 17,712 16,046 13,281 8,755 961 97,599

2008........... 14 1,584 6,266 7,836 10,592 14,498 18,061 17,125 13,801 9,501 1,240 100,518

2009........... 13 1,450 5,905 7,648 9,646 13,086 17,203 16,864 14,254 9,805 1,233 97,107

2010........... 21 1,567 6,202 8,293 9,790 13,392 17,434 17,722 15,176 10,460 1,244 101,301

2011........... 16 1,625 6,429 8,863 9,978 13,660 17,421 18,369 16,057 10,953 1,471 104,842

2012........... 13 1,645 6,566 9,270 10,277 13,761 17,255 18,724 16,865 11,291 1,670 107,339

2013........... 12 1,598 6,590 9,456 10,578 13,593 16,878 18,795 17,372 11,634 1,652 108,159

2014........... 12 1,523 6,571 9,481 10,881 13,298 16,481 18,685 17,713 12,003 1,688 108,335

2015........... 12 1,447 6,511 9,428 11,179 12,927 16,299 18,312 17,955 12,367 1,707 108,144

2016........... 12 1,390 6,432 9,351 11,449 12,674 16,152 17,803 18,085 12,727 1,771 107,846

2017........... 13 1,357 6,347 9,268 11,645 12,672 15,917 17,273 18,087 13,086 1,826 107,490

2018........... 13 1,345 6,262 9,234 11,767 12,857 15,611 16,802 18,073 13,383 1,882 107,228

2019........... 13 1,344 6,168 9,257 11,809 13,156 15,285 16,459 17,986 13,648 1,954 107,080

Female

1980........... 11 148 346 280 223 257 298 432 516 422 ... 2,933

1985........... 2 256 655 789 755 631 723 859 1,003 812 ... 6,485

1990........... 6 326 1,430 1,695 1,923 2,011 1,740 1,489 1,566 1,265 ... 13,451

1995........... 4 390 1,555 2,504 3,028 3,227 3,230 2,645 2,293 1,512 ... 20,388

2000........... 5 464 1,668 2,716 4,148 5,048 5,005 4,374 3,455 2,091 ... 28,974

2005........... 9 647 2,017 2,572 3,955 5,527 6,256 5,877 5,300 3,263 244 35,667

2006........... 7 752 2,243 2,922 4,361 6,036 6,992 6,633 5,809 3,573 285 39,613

2007........... 9 682 2,473 3,286 4,639 6,484 7,606 7,423 6,048 4,048 417 43,115

2008........... 8 646 2,608 3,498 4,835 6,467 7,920 7,732 6,369 4,269 498 44,850

2009........... 12 609 2,407 3,398 4,608 5,936 7,676 7,658 6,482 4,466 557 43,809

2010........... 13 663 2,511 3,676 4,736 6,182 7,915 8,129 6,991 4,797 564 46,176

2011........... 11 691 2,577 3,896 4,847 6,407 7,972 8,481 7,444 5,069 674 48,070

2012........... 10 697 2,621 4,035 5,008 6,548 7,947 8,719 7,847 5,293 765 49,491

2013........... 10 676 2,626 4,081 5,141 6,554 7,824 8,830 8,119 5,520 768 50,148

2014........... 9 644 2,615 4,050 5,283 6,488 7,696 8,842 8,320 5,752 789 50,489

2015........... 9 611 2,592 3,995 5,417 6,357 7,690 8,728 8,474 5,978 808 50,660

2016........... 10 585 2,568 3,939 5,525 6,273 7,719 8,526 8,576 6,189 851 50,761

2017........... 10 571 2,535 3,892 5,590 6,300 7,698 8,312 8,623 6,387 888 50,806

2018........... 10 565 2,502 3,877 5,624 6,400 7,625 8,127 8,658 6,557 921 50,866

2019........... 10 564 2,466 3,891 5,612 6,559 7,527 8,005 8,649 6,717 960 50,961

Total

1980........... 31 607 1,397 1,323 1,120 1,110 1,290 1,615 1,854 1,556 ... 11,903

1985........... 20 1,033 2,915 3,590 3,535 2,949 2,787 3,261 3,797 3,274 ... 27,161

1990........... 18 1,231 5,520 7,146 7,435 6,851 5,455 4,743 5,022 4,364 ... 47,785

1995........... 18 1,665 6,183 10,401 12,723 12,439 10,533 8,045 6,955 5,257 ... 74,219

2000........... 26 1,666 5,916 10,652 16,067 18,517 16,850 13,702 10,508 6,801 ... 100,705

2005........... 24 2,464 6,888 9,006 13,893 19,842 21,512 18,988 16,277 10,459 693 120,046

2006........... 22 2,576 7,942 9,850 15,005 20,976 23,938 21,323 18,161 11,504 979 132,276

2007........... 33 2,428 8,635 10,769 15,271 21,281 25,318 23,469 19,329 12,803 1,378 140,714

2008........... 22 2,230 8,874 11,334 15,427 20,965 25,981 24,857 20,170 13,770 1,738 145,368

2009........... 25 2,059 8,312 11,046 14,254 19,022 24,879 24,522 20,736 14,271 1,790 140,916

2010........... 34 2,231 8,713 11,969 14,526 19,574 25,349 25,850 22,167 15,257 1,808 147,477

2011........... 28 2,316 9,006 12,759 14,825 20,067 25,393 26,850 23,502 16,022 2,145 152,912

2012........... 24 2,342 9,187 13,305 15,285 20,309 25,202 27,443 24,713 16,585 2,435 156,829

2013........... 22 2,274 9,216 13,537 15,719 20,147 24,702 27,624 25,491 17,154 2,420 158,308

2014........... 21 2,168 9,187 13,531 16,164 19,786 24,176 27,527 26,033 17,755 2,477 158,824

2015........... 21 2,057 9,104 13,423 16,596 19,284 23,990 27,040 26,429 18,344 2,515 158,804

2016........... 22 1,976 9,000 13,290 16,975 18,947 23,871 26,328 26,661 18,916 2,622 158,607

2017........... 22 1,928 8,882 13,160 17,235 18,972 23,616 25,585 26,710 19,473 2,714 158,296

2018........... 23 1,909 8,764 13,111 17,391 19,257 23,236 24,929 26,731 19,940 2,804 158,094

2019........... 24 1,908 8,634 13,148 17,421 19,715 22,812 24,464 26,635 20,365 2,915 158,041

a See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

50

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 2010 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, 1980-2019)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRAa Total

Male

1980 ........... 1,040 21,436 57,407 88,363 96,044 115,295 171,440 276,387 462,579 635,937 ... 1,925,928

1985 ........... 516 19,428 61,427 95,717 123,353 131,039 153,588 229,480 382,261 584,907 ... 1,781,716

1990 ........... 860 19,107 67,817 127,061 168,533 202,579 210,477 251,748 373,022 542,403 ... 1,963,607

1995 ........... 797 23,036 79,269 157,816 241,116 295,687 344,892 370,632 460,966 589,096 ... 2,563,307

2000 ........... 887 20,792 57,535 118,869 218,318 325,885 397,952 494,644 569,818 647,231 ... 2,851,931

2005 ........... 697 31,312 80,573 115,271 194,958 330,913 474,246 596,708 788,316 829,479 74,786 3,517,259

2006 ........... 611 29,420 84,002 115,225 193,448 322,471 481,242 619,122 814,662 875,884 107,034 3,643,121

2007 ........... 623 28,380 86,530 118,519 192,012 314,743 483,943 643,244 825,507 932,822 147,589 3,773,912

2008 ........... 706 28,965 90,268 125,312 191,469 308,761 488,247 671,212 851,524 982,985 185,075 3,924,524

2009 ........... 770 31,435 95,185 136,107 194,594 308,454 499,108 706,505 895,303 1,050,371 182,575 4,100,407

2010 ........... 785 33,997 99,965 147,587 197,360 315,187 506,492 743,637 953,373 1,128,912 184,181 4,311,476

2011 ........... 726 35,179 103,644 157,796 200,977 321,395 506,721 771,417 1,008,346 1,184,279 217,747 4,508,226

2012 ........... 676 35,452 105,859 165,150 206,862 324,155 502,340 787,074 1,059,240 1,217,403 247,351 4,651,562

2013 ........... 628 34,234 106,242 168,567 212,843 320,731 491,148 790,880 1,092,423 1,253,132 244,637 4,715,465

2014 ........... 605 32,534 105,933 169,099 218,882 313,939 478,544 786,756 1,114,476 1,291,445 249,876 4,762,090

2015 ........... 612 30,901 104,970 168,175 224,867 304,831 472,442 772,351 1,131,107 1,331,322 252,831 4,794,408

2016 ........... 626 29,755 103,688 166,788 230,362 298,313 468,117 751,998 1,140,175 1,370,532 262,202 4,822,557

2017 ........... 644 29,106 102,283 165,289 234,387 297,831 462,178 730,392 1,141,027 1,409,729 270,321 4,843,188

2018 ........... 663 28,885 100,897 164,685 236,932 301,950 454,263 709,827 1,141,226 1,444,011 278,719 4,862,059

2019 ........... 678 28,922 99,385 165,090 237,850 308,744 444,979 693,452 1,136,820 1,475,067 289,407 4,880,394

Female

1980 ........... 424 7,736 23,806 35,905 40,291 49,190 76,436 133,923 236,830 325,891 ... 930,432

1985 ........... 194 7,733 25,216 42,980 54,649 60,245 72,038 112,131 194,878 301,364 ... 871,428

1990 ........... 408 9,018 32,223 61,013 84,957 103,200 115,316 141,187 206,341 289,413 ... 1,043,076

1995 ........... 506 13,795 46,724 93,006 143,574 184,757 221,128 252,531 303,682 356,246 ... 1,615,949

2000 ........... 573 14,296 43,177 89,670 164,859 246,800 312,538 391,464 451,582 468,756 ... 2,183,715

2005 ........... 473 22,141 65,812 105,867 173,619 291,295 412,264 527,063 667,304 677,094 58,798 3,001,730

2006 ........... 441 20,623 68,643 107,464 177,935 290,318 426,597 557,006 701,363 727,849 85,558 3,163,797

2007 ........... 436 19,552 69,937 111,023 181,609 288,752 437,617 584,975 725,575 784,345 120,990 3,324,811

2008 ........... 454 19,907 71,794 116,647 185,996 288,694 451,000 616,848 761,221 834,659 154,947 3,502,167

2009 ........... 519 21,485 74,016 125,724 192,169 291,177 468,127 653,845 811,562 895,273 153,715 3,687,612

2010 ........... 538 23,446 77,225 136,095 197,333 302,613 483,435 694,751 875,604 969,048 155,654 3,915,741

2011 ........... 483 24,346 79,222 144,328 201,738 313,477 487,766 725,014 932,512 1,024,992 186,011 4,119,888

2012 ........... 443 24,480 80,480 149,569 208,200 320,661 486,915 745,814 983,277 1,067,003 210,980 4,277,821

2013 ........... 408 23,610 80,617 151,450 213,640 321,486 479,167 755,870 1,018,259 1,111,220 211,974 4,367,701

2014 ........... 397 22,415 80,304 150,335 219,429 318,571 470,024 757,357 1,044,151 1,157,821 217,761 4,438,566

2015 ........... 403 21,239 79,586 148,310 225,020 311,933 468,499 748,617 1,064,336 1,204,471 222,977 4,495,391

2016 ........... 414 20,391 78,853 146,211 229,621 307,309 470,048 732,388 1,077,644 1,247,960 234,868 4,545,708

2017 ........... 427 19,915 77,912 144,391 232,435 308,200 469,573 714,774 1,084,168 1,288,774 245,112 4,585,681

2018 ........... 440 19,747 76,986 143,817 234,089 312,909 466,261 698,177 1,089,572 1,324,935 254,291 4,621,226

2019 ........... 450 19,758 75,921 144,308 233,705 320,530 460,914 685,899 1,089,138 1,359,386 264,954 4,654,964

Total

1980 ........... 1,464 29,172 81,213 124,268 136,335 164,485 247,876 410,310 699,409 961,828 ... 2,856,360

1985 ........... 710 27,161 86,643 138,697 178,002 191,284 225,626 341,611 577,139 886,271 ... 2,653,144

1990 ........... 1,268 28,125 100,040 188,074 253,490 305,779 325,793 392,935 579,363 831,816 ... 3,006,683

1995 ........... 1,303 36,831 125,993 250,822 384,690 480,444 566,020 623,163 764,648 945,342 ... 4,179,256

2000 ........... 1,460 35,088 100,712 208,539 383,177 572,685 710,490 886,108 1,021,400 1,115,987 ... 5,035,646

2005 ........... 1,170 53,453 146,385 221,138 368,577 622,208 886,510 1,123,771 1,455,620 1,506,573 133,584 6,518,989

2006 ........... 1,052 50,043 152,645 222,689 371,383 612,789 907,839 1,176,128 1,516,025 1,603,733 192,592 6,806,918

2007 ........... 1,059 47,932 156,467 229,542 373,621 603,495 921,560 1,228,219 1,551,082 1,717,167 268,579 7,098,723

2008 ........... 1,160 48,872 162,062 241,959 377,465 597,455 939,247 1,288,060 1,612,745 1,817,644 340,022 7,426,691

2009 ........... 1,289 52,920 169,201 261,831 386,763 599,631 967,235 1,360,350 1,706,865 1,945,644 336,290 7,788,019

2010 ........... 1,323 57,443 177,191 283,681 394,693 617,800 989,927 1,438,388 1,828,977 2,097,960 339,835 8,227,216

2011 ........... 1,209 59,525 182,866 302,124 402,715 634,872 994,487 1,496,431 1,940,857 2,209,270 403,758 8,628,114

2012 ........... 1,119 59,931 186,339 314,718 415,063 644,816 989,254 1,532,889 2,042,517 2,284,406 458,331 8,929,382

2013 ........... 1,036 57,845 186,859 320,017 426,483 642,217 970,315 1,546,750 2,110,682 2,364,353 456,610 9,083,166

2014 ........... 1,002 54,949 186,238 319,434 438,311 632,510 948,568 1,544,113 2,158,627 2,449,266 467,637 9,200,656

2015 ........... 1,014 52,140 184,556 316,484 449,887 616,764 940,941 1,520,968 2,195,444 2,535,793 475,807 9,289,799

2016 ........... 1,039 50,147 182,541 312,999 459,984 605,623 938,166 1,484,386 2,217,819 2,618,492 497,070 9,368,265

2017 ........... 1,071 49,020 180,196 309,680 466,823 606,031 931,751 1,445,166 2,225,195 2,698,503 515,433 9,428,869

2018 ........... 1,104 48,633 177,883 308,502 471,021 614,860 920,525 1,408,004 2,230,798 2,768,947 533,010 9,483,285

2019 ........... 1,128 48,680 175,306 309,399 471,555 629,275 905,893 1,379,351 2,225,958 2,834,453 554,361 9,535,358

a See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

51

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis and Alternative Models Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A21.—Non-Orphan and Orphan Population, Under 18, in the Social Security Area

(By age, as of December 31, 1980-2019)

[In thousands]

Year

Non-orphan Orphan

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1980............... 17,342.1 16,585.3 17,792.7 11,319.2 63,039.4 152.3 467.6 1,049.4 1,137.4 2,806.7

1981............... 17,772.4 16,285.8 17,834.6 10,972.2 62,865.0 154.6 444.5 1,015.0 1,068.8 2,683.0

1982............... 18,150.2 16,311.9 17,695.6 10,644.4 62,802.1 154.7 430.9 976.8 992.5 2,554.8

1983............... 18,442.5 16,527.9 17,397.5 10,485.9 62,853.8 154.1 424.9 933.0 937.9 2,450.0

1984............... 18,631.3 16,869.1 16,996.8 10,543.6 63,040.7 153.6 425.5 887.1 903.6 2,369.8

1985............... 18,809.0 17,292.7 16,525.9 10,731.3 63,359.0 154.5 431.2 838.9 885.7 2,310.3

1986............... 18,955.2 17,739.2 16,187.4 10,805.7 63,687.4 158.9 441.2 801.2 865.7 2,267.1

1987............... 19,112.3 18,128.2 16,192.6 10,520.7 63,953.8 163.5 452.6 785.8 826.5 2,228.4

1988............... 19,387.9 18,437.8 16,387.6 10,036.7 64,250.0 170.0 465.8 787.0 773.9 2,196.7

1989............... 19,774.7 18,630.3 16,744.2 9,638.6 64,787.8 176.9 477.1 800.9 726.7 2,181.6

1990............... 20,104.2 18,822.0 17,253.8 9,562.4 65,742.3 181.8 489.2 825.5 706.3 2,202.8

1991............... 20,422.3 18,965.6 17,764.0 9,665.9 66,817.8 186.2 500.8 852.8 705.3 2,245.0

1992............... 20,660.9 19,108.7 18,191.2 9,882.2 67,843.1 189.8 511.9 880.2 716.9 2,298.7

1993............... 20,769.7 19,350.9 18,502.3 10,130.3 68,753.2 194.3 526.9 908.1 736.4 2,365.8

1994............... 20,700.8 19,706.3 18,650.4 10,468.2 69,525.6 196.5 544.5 929.2 764.5 2,434.7

1995............... 20,523.8 20,062.9 18,778.7 10,767.8 70,133.1 196.2 560.3 950.6 791.6 2,498.7

1996............... 20,341.4 20,413.0 18,903.4 11,038.5 70,696.3 189.3 568.3 965.3 815.6 2,538.5

1997............... 20,223.1 20,685.4 19,019.8 11,179.7 71,108.0 178.5 567.4 971.3 827.3 2,544.7

1998............... 20,185.8 20,821.0 19,248.8 11,183.8 71,439.3 168.6 561.2 979.8 831.2 2,540.8

1999............... 20,243.9 20,779.3 19,620.2 11,176.6 71,820.0 161.5 549.0 993.3 834.6 2,538.4

2000............... 20,326.0 20,590.7 19,996.1 11,240.0 72,152.8 157.3 532.2 1,005.4 841.3 2,536.3

2001............... 20,398.6 20,391.1 20,329.6 11,363.5 72,482.8 157.7 517.2 1,015.8 853.1 2,543.8

2002............... 20,449.8 20,258.2 20,564.8 11,497.9 72,770.7 158.7 504.3 1,021.7 866.7 2,551.4

2003............... 20,540.7 20,187.3 20,649.7 11,618.1 72,995.8 160.1 494.7 1,020.0 877.4 2,552.2

2004............... 20,617.0 20,225.5 20,587.5 11,844.5 73,274.5 159.8 487.3 1,007.0 891.5 2,545.6

2005............... 20,705.1 20,324.6 20,433.3 12,115.9 73,578.9 160.2 485.0 990.1 907.3 2,542.5

2006............... 20,915.8 20,403.7 20,273.0 12,313.7 73,906.3 162.0 485.3 972.0 915.9 2,535.3

2007............... 21,193.5 20,456.0 20,168.6 12,347.4 74,165.5 162.6 485.5 956.3 912.8 2,517.2

2008............... 21,323.4 20,564.9 20,142.5 12,282.4 74,313.2 162.6 486.4 944.9 901.9 2,495.9

2009............... 21,453.4 20,670.5 20,190.8 12,184.0 74,498.7 162.0 487.3 937.2 889.1 2,475.5

2010............... 21,576.1 20,786.9 20,296.2 12,084.5 74,743.7 161.1 487.3 934.2 875.4 2,458.0

2011............... 21,641.6 21,024.7 20,380.3 12,011.1 75,057.7 159.4 489.3 933.8 862.7 2,445.1

2012............... 21,664.2 21,331.0 20,451.7 11,986.8 75,433.7 157.3 491.7 933.7 853.7 2,436.5

2013............... 21,833.6 21,464.3 20,558.2 12,017.1 75,873.1 157.4 490.7 935.4 848.9 2,432.3

2014............... 21,998.4 21,591.3 20,659.3 12,107.2 76,356.2 157.7 488.8 937.2 849.0 2,432.7

2015............... 22,157.0 21,713.2 20,772.4 12,205.2 76,847.8 157.9 486.9 937.6 850.9 2,433.3

2016............... 22,308.7 21,780.5 21,007.7 12,247.3 77,344.2 158.2 483.8 941.5 850.9 2,434.4

2017............... 22,453.7 21,805.4 21,310.9 12,250.8 77,820.7 158.4 479.8 946.7 850.0 2,434.9

2018............... 22,591.8 21,974.2 21,445.2 12,282.3 78,293.6 158.5 480.7 944.7 849.5 2,433.4

2019............... 22,722.8 22,138.3 21,573.8 12,386.5 78,821.4 158.7 482.0 941.4 853.3 2,435.4
Benefit Payments

52

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 2010 Trustees Report intermediate set of assumptions.

Table III.A22.—Minor Children of Disabled Workers With Benefits In Force 

(By age, as of December 31, 1984-2019)

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

1984 ............... 76,889 180,254 339,657 307,291 904,091 0.413 1.069 1.998 2.914 1.434

1985 ............... 82,576 195,071 344,759 322,793 945,199 .439 1.128 2.086 3.008 1.492

1986 ............... 88,496 208,865 346,488 334,397 978,246 .467 1.177 2.140 3.095 1.536

1987 ............... 90,520 215,571 349,542 331,629 987,262 .474 1.189 2.159 3.152 1.544

1988 ............... 91,890 220,734 355,084 319,888 987,596 .474 1.197 2.167 3.187 1.537

1989 ............... 92,702 223,943 365,823 307,333 989,801 .469 1.202 2.185 3.189 1.528

1990 ............... 96,140 233,251 385,308 309,376 1,024,075 .478 1.239 2.233 3.235 1.558

1991 ............... 105,278 249,500 415,035 323,283 1,093,096 .516 1.316 2.336 3.345 1.636

1992 ............... 119,870 277,186 460,584 354,662 1,212,302 .580 1.451 2.532 3.589 1.787

1993 ............... 133,203 307,084 498,839 387,114 1,326,240 .641 1.587 2.696 3.821 1.929

1994 ............... 140,754 332,400 535,367 423,658 1,432,179 .680 1.687 2.871 4.047 2.060

1995 ............... 140,189 349,487 559,895 452,385 1,501,956 .683 1.742 2.982 4.201 2.142

1996 ............... 137,704 365,762 582,500 473,371 1,559,337 .677 1.792 3.081 4.288 2.206

1997 ............... 130,719 359,647 574,022 471,489 1,535,877 .646 1.739 3.018 4.217 2.160

1998 ............... 128,961 359,330 592,371 472,403 1,553,065 .639 1.726 3.077 4.224 2.174

1999 ............... 127,100 358,878 604,733 481,262 1,571,973 .628 1.727 3.082 4.306 2.189

2000 ............... 124,754 350,454 613,494 480,968 1,569,670 .614 1.702 3.068 4.279 2.175

2001 ............... 125,777 343,939 626,430 488,797 1,584,943 .617 1.687 3.081 4.301 2.187

2002 ............... 130,660 345,649 644,295 506,687 1,627,291 .639 1.706 3.133 4.407 2.236

2003 ............... 134,430 354,501 661,149 529,678 1,679,758 .654 1.756 3.202 4.559 2.301

2004 ............... 136,566 358,986 669,876 546,652 1,712,080 .662 1.775 3.254 4.615 2.337

2005 ............... 139,135 370,055 672,916 579,247 1,761,353 .672 1.821 3.293 4.781 2.394

2006 ............... 140,664 376,683 671,252 600,020 1,788,619 .673 1.846 3.311 4.873 2.420

2007 ............... 144,296 381,712 672,873 608,064 1,806,945 .681 1.866 3.336 4.925 2.436

2008 ............... 151,872 390,097 684,704 611,860 1,838,533 .712 1.897 3.399 4.982 2.474

2009 ............... 164,996 407,795 708,370 619,767 1,900,928 .769 1.973 3.508 5.087 2.552

2010 ............... 181,244 431,096 747,817 635,981 1,996,137 .840 2.074 3.685 5.263 2.671

2011 ............... 189,766 452,429 777,865 650,731 2,070,791 .877 2.152 3.817 5.418 2.759

2012 ............... 193,526 473,916 801,505 665,931 2,134,879 .893 2.222 3.919 5.556 2.830

2013 ............... 190,974 483,885 812,688 677,798 2,165,345 .875 2.254 3.953 5.640 2.854

2014 ............... 185,564 490,339 819,643 685,507 2,181,053 .844 2.271 3.967 5.662 2.856

2015 ............... 180,258 493,329 823,738 693,117 2,190,442 .814 2.272 3.966 5.679 2.850

2016 ............... 176,790 491,274 832,300 696,384 2,196,749 .792 2.256 3.962 5.686 2.840

2017 ............... 175,361 485,842 844,796 697,270 2,203,269 .781 2.228 3.964 5.692 2.831

2018 ............... 175,955 483,508 852,525 698,811 2,210,798 .779 2.200 3.975 5.690 2.824

2019 ............... 177,573 481,402 860,799 704,864 2,224,638 .781 2.175 3.990 5.691 2.822
DI Numbers

53

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 2010 Trustees Report intermediate set of assumptions.

Table III.A23.—Awards to Minor Children of Disabled Workers, as a Percentage of the Non-Orphan Population

(By age, calendar years 1984-2019)

Year 0-4 5-9 10-14 15-17 Total

1984..................................... 0.190 0.200 0.308 0.407 0.265

1985..................................... .210 .221 .343 .463 .295

1986..................................... .218 .237 .358 .476 .307

1987..................................... .212 .229 .347 .469 .298

1988..................................... .218 .227 .347 .487 .300

1989..................................... .217 .232 .357 .484 .302

1990..................................... .232 .257 .392 .523 .329

1991..................................... .259 .294 .437 .596 .371

1992..................................... .310 .358 .524 .716 .447

1993..................................... .317 .369 .536 .726 .457

1994..................................... .325 .375 .549 .726 .467

1995..................................... .315 .357 .528 .684 .447

1996..................................... .312 .348 .520 .660 .438

1997..................................... .280 .308 .463 .584 .390

1998..................................... .281 .309 .461 .588 .391

1999..................................... .284 .316 .461 .599 .396

2000..................................... .277 .298 .442 .569 .379

2001..................................... .289 .315 .462 .590 .397

2002..................................... .319 .351 .515 .662 .443

2003..................................... .319 .360 .529 .678 .453

2004..................................... .307 .348 .520 .678 .444

2005..................................... .327 .372 .550 .736 .476

2006..................................... .311 .339 .498 .675 .436

2007..................................... .314 .336 .489 .659 .431

2008..................................... .340 .362 .529 .708 .464

2009..................................... .379 .404 .580 .766 .510

2010..................................... .419 .446 .646 .859 .566

2011..................................... .407 .432 .626 .833 .548

2012..................................... .402 .426 .617 .821 .540

2013..................................... .368 .391 .565 .752 .494

2014..................................... .355 .377 .545 .725 .477

2015..................................... .349 .371 .536 .713 .469

2016..................................... .347 .369 .533 .709 .466

2017..................................... .347 .369 .533 .710 .466

2018..................................... .349 .371 .537 .714 .469

2019..................................... .352 .374 .542 .720 .473
Benefit Payments

54

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to non-orphan population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A24.—Awards to Minor Children of Disabled Workers

(By age, calendar years 1984-2019)

Year 0-4 5-9 10-14 15-17 Total

1984 ..................................... 28,199 33,777 52,429 58,419 172,824

1985 ..................................... 31,257 37,892 55,737 65,281 190,167

1986 ..................................... 32,839 41,577 56,929 66,607 197,952

1987 ..................................... 32,128 41,142 55,148 64,476 192,894

1988 ..................................... 33,343 41,492 55,898 65,831 196,564

1989 ..................................... 33,727 42,762 58,677 63,213 198,379

1990 ..................................... 36,739 47,893 66,147 66,889 217,668

1991 ..................................... 41,869 55,098 75,963 76,547 249,477

1992 ..................................... 50,988 67,732 93,222 93,472 305,414

1993 ..................................... 52,524 70,433 96,769 96,551 316,277

1994 ..................................... 53,824 72,859 99,931 99,213 325,827

1995 ..................................... 51,647 70,577 96,635 95,469 314,328

1996 ..................................... 50,699 69,941 95,601 93,979 310,220

1997 ..................................... 45,073 62,774 85,660 83,792 277,299

1998 ..................................... 45,115 63,429 86,410 84,109 279,063

1999 ..................................... 45,588 64,706 88,002 85,235 283,531

2000 ..................................... 44,604 60,509 85,986 80,459 271,558

2001 ..................................... 46,900 63,400 91,406 82,094 283,800

2002 ..................................... 51,913 70,112 103,029 94,825 319,879

2003 ..................................... 52,078 71,549 106,258 99,647 329,532

2004 ..................................... 50,221 69,318 104,124 101,454 325,117

2005 ..................................... 53,641 74,426 109,259 114,392 351,718

2006 ..................................... 51,352 68,104 98,054 108,416 325,926

2007 ..................................... 52,538 67,654 95,817 105,957 321,966

2008 ..................................... 57,717 73,276 103,388 114,049 348,430

2009 ..................................... 64,603 82,167 113,577 120,560 380,907

2010 ..................................... 71,739 91,177 126,910 135,708 425,533

2011 ..................................... 69,734 89,254 123,358 130,820 413,164

2012 ..................................... 68,783 89,181 121,939 128,714 408,618

2013 ..................................... 63,483 82,210 112,162 118,087 375,941

2014 ..................................... 61,717 79,817 108,652 114,668 364,853

2015 ..................................... 61,152 78,980 107,369 113,608 361,109

2016 ..................................... 61,231 78,762 107,914 113,466 361,373

2017 ..................................... 61,656 78,812 109,478 113,710 363,657

2018 ..................................... 62,454 79,983 110,993 114,840 368,270

2019 ..................................... 63,353 81,298 112,668 116,753 374,072
DI Numbers

55

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.A25.—Minor Children of Disabled Workers With Benefits Withheld

(By age, as of December 31, 1984-2019)

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

1984............... 4,526 9,076 16,159 17,388 47,149 5.886 5.035 4.757 5.658 5.215

1985............... 5,665 11,330 18,869 20,329 56,193 6.860 5.808 5.473 6.298 5.945

1986............... 7,296 14,103 21,861 23,857 67,117 8.244 6.752 6.309 7.134 6.861

1987............... 8,460 16,451 24,507 26,049 75,467 9.346 7.631 7.011 7.855 7.644

1988............... 9,688 19,513 28,152 27,830 85,183 10.543 8.840 7.928 8.700 8.625

1989............... 9,652 21,264 30,551 27,831 89,298 10.412 9.495 8.351 9.056 9.022

1990............... 10,441 23,666 34,095 29,289 97,491 10.860 10.146 8.849 9.467 9.520

1991............... 11,276 26,365 38,310 31,826 107,777 10.711 10.567 9.231 9.845 9.860

1992............... 13,445 31,109 46,017 37,695 128,266 11.216 11.223 9.991 10.628 10.580

1993............... 15,172 35,472 51,955 42,909 145,508 11.390 11.551 10.415 11.084 10.971

1994............... 16,165 39,188 57,571 48,536 161,460 11.485 11.789 10.754 11.456 11.274

1995............... 16,121 41,934 61,931 53,354 173,340 11.499 11.999 11.061 11.794 11.541

1996............... 15,758 44,170 65,472 56,843 182,243 11.443 12.076 11.240 12.008 11.687

1997............... 14,880 43,818 65,718 57,768 182,184 11.383 12.184 11.449 12.252 11.862

1998............... 15,050 45,427 71,130 60,652 192,259 11.670 12.642 12.008 12.839 12.379

1999............... 14,698 45,630 73,642 62,781 196,751 11.564 12.715 12.178 13.045 12.516

2000............... 14,065 44,106 74,498 62,737 195,406 11.274 12.585 12.143 13.044 12.449

2001............... 15,206 43,321 77,582 63,797 199,906 12.090 12.596 12.385 13.052 12.613

2002............... 16,727 43,877 80,453 64,232 205,289 12.802 12.694 12.487 12.677 12.615

2003............... 17,588 47,764 82,760 70,258 218,370 13.083 13.474 12.518 13.264 13.000

2004............... 19,081 48,796 87,285 71,801 226,963 13.972 13.593 13.030 13.135 13.257

2005............... 20,304 53,228 91,642 79,909 245,083 14.593 14.384 13.619 13.795 13.914

2006............... 21,186 56,564 94,312 86,402 258,464 15.061 15.016 14.050 14.400 14.450

2007............... 22,526 60,153 97,872 91,440 271,991 15.611 15.759 14.545 15.038 15.053

2008............... 24,397 63,557 103,297 95,235 286,486 16.064 16.293 15.086 15.565 15.582

2009............... 27,283 68,222 109,648 97,331 302,484 16.536 16.729 15.479 15.704 15.912

2010............... 29,958 72,138 115,759 99,880 317,736 16.529 16.734 15.480 15.705 15.918

2011............... 31,404 75,726 120,406 102,183 329,718 16.549 16.738 15.479 15.703 15.922

2012............... 32,056 79,331 124,055 104,556 339,998 16.564 16.739 15.478 15.701 15.926

2013............... 31,686 80,992 125,789 106,416 344,884 16.592 16.738 15.478 15.700 15.927

2014............... 30,801 82,059 126,870 107,627 347,358 16.599 16.735 15.479 15.700 15.926

2015............... 29,910 82,541 127,513 108,821 348,785 16.593 16.731 15.480 15.700 15.923

2016............... 29,317 82,190 128,850 109,342 349,698 16.583 16.730 15.481 15.701 15.919

2017............... 29,068 81,278 130,789 109,490 350,624 16.576 16.729 15.482 15.703 15.914

2018............... 29,159 80,875 131,965 109,719 351,717 16.572 16.727 15.479 15.701 15.909

2019............... 29,423 80,522 133,234 110,662 353,841 16.569 16.726 15.478 15.700 15.906
Benefit Payments

56

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A26.—Minor Children of Disabled Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1984-2019)

Year 0-4 5-9 10-14 15-17 Total

1984 ..................................... 72,363 171,178 323,498 289,903 856,942

1985 ..................................... 76,911 183,741 325,890 302,464 889,006

1986 ..................................... 81,200 194,762 324,627 310,540 911,129

1987 ..................................... 82,060 199,120 325,035 305,580 911,795

1988 ..................................... 82,202 201,221 326,932 292,058 902,413

1989 ..................................... 83,050 202,679 335,272 279,502 900,503

1990 ..................................... 85,699 209,585 351,213 280,087 926,584

1991 ..................................... 94,002 223,135 376,725 291,457 985,319

1992 ..................................... 106,425 246,077 414,567 316,967 1,084,036

1993 ..................................... 118,031 271,612 446,884 344,205 1,180,732

1994 ..................................... 124,589 293,212 477,796 375,122 1,270,719

1995 ..................................... 124,068 307,553 497,964 399,031 1,328,616

1996 ..................................... 121,946 321,592 517,028 416,528 1,377,094

1997 ..................................... 115,839 315,829 508,304 413,721 1,353,693

1998 ..................................... 113,911 313,903 521,241 411,751 1,360,806

1999 ..................................... 112,402 313,248 531,091 418,481 1,375,222

2000 ..................................... 110,689 306,348 538,996 418,231 1,374,264

2001 ..................................... 110,571 300,618 548,848 425,000 1,385,037

2002 ..................................... 113,933 301,772 563,842 442,455 1,422,002

2003 ..................................... 116,842 306,737 578,389 459,420 1,461,388

2004 ..................................... 117,485 310,190 582,591 474,851 1,485,117

2005 ..................................... 118,831 316,827 581,274 499,338 1,516,270

2006 ..................................... 119,478 320,119 576,940 513,618 1,530,155

2007 ..................................... 121,770 321,559 575,001 516,624 1,534,954

2008 ..................................... 127,475 326,540 581,407 516,625 1,552,047

2009 ..................................... 137,713 339,573 598,722 522,436 1,598,444

2010 ..................................... 151,286 358,957 632,058 536,101 1,678,402

2011 ..................................... 158,362 376,703 657,459 548,548 1,741,073

2012 ..................................... 161,470 394,585 677,451 561,375 1,794,881

2013 ..................................... 159,288 402,892 686,899 571,382 1,820,461

2014 ..................................... 154,763 408,280 692,773 577,880 1,833,695

2015 ..................................... 150,348 410,788 696,225 584,296 1,841,657

2016 ..................................... 147,473 409,085 703,451 587,042 1,847,050

2017 ..................................... 146,294 404,564 714,007 587,780 1,852,645

2018 ..................................... 146,796 402,633 720,560 589,092 1,859,081

2019 ..................................... 148,150 400,880 727,565 594,201 1,870,797
DI Numbers

57

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A27.—Uninsured Population in the Social Security Area

(By age, as of December 31, 1980-2019)

[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

1980.......... 3,785.7 4,837.9 4,555.5 5,793.5 5,067.9 4,162.0 3,930.1 4,298.4 4,334.0 4,164.3 6,894.9 51,824.3

1981.......... 4,019.7 5,104.1 4,409.6 5,674.9 5,089.2 4,214.4 3,804.9 4,189.2 4,362.6 4,189.4 6,964.6 52,022.6

1982.......... 4,347.2 5,610.9 4,474.5 5,448.8 5,119.8 4,139.7 3,807.9 4,018.5 4,316.6 4,229.8 7,095.0 52,608.8

1983.......... 4,605.1 6,129.0 4,539.3 5,386.3 5,154.9 4,195.2 3,728.5 3,885.2 4,247.7 4,308.1 7,159.7 53,339.2

1984.......... 4,626.4 6,224.5 4,663.0 5,257.7 5,201.9 4,243.0 3,726.1 3,795.3 4,222.3 4,309.7 7,231.0 53,500.9

1985.......... 4,338.0 5,904.6 4,672.7 5,129.8 5,307.4 4,260.2 3,688.4 3,687.2 4,131.8 4,310.7 7,329.6 52,760.5

1986.......... 4,234.8 5,597.2 4,674.7 5,097.1 5,288.7 4,306.4 3,745.9 3,584.8 4,036.4 4,357.4 7,395.3 52,318.7

1987.......... 4,238.1 5,431.0 4,552.0 5,131.7 5,127.2 4,455.2 3,724.0 3,584.6 3,933.4 4,320.7 7,467.8 51,965.7

1988.......... 4,115.8 5,204.9 4,586.0 5,165.5 5,137.1 4,539.6 3,809.6 3,556.2 3,830.1 4,305.1 7,539.2 51,789.1

1989.......... 3,905.1 4,900.6 4,496.8 5,274.8 5,064.3 4,627.6 3,857.8 3,598.7 3,701.2 4,339.2 7,559.0 51,325.0

1990.......... 3,777.3 4,723.2 4,318.8 5,270.2 5,002.4 4,749.2 3,873.8 3,555.3 3,639.3 4,216.3 7,693.8 50,819.6

1991.......... 3,791.5 4,944.4 4,121.4 5,240.6 4,997.6 4,727.9 3,909.8 3,596.0 3,537.5 4,147.4 7,809.7 50,823.8

1992.......... 3,934.2 5,269.8 4,004.6 5,022.7 5,025.9 4,610.9 4,028.5 3,554.9 3,526.2 4,069.3 7,889.0 50,936.0

1993.......... 4,123.6 5,372.7 3,949.5 4,936.9 4,962.3 4,599.1 4,076.4 3,587.8 3,496.7 3,958.1 7,951.9 51,015.0

1994.......... 4,179.9 5,323.4 3,939.7 4,761.9 4,993.1 4,532.8 4,142.0 3,611.5 3,537.6 3,836.6 8,037.9 50,896.4

1995.......... 4,173.4 5,171.1 3,958.6 4,670.1 4,969.9 4,490.2 4,284.3 3,630.0 3,492.0 3,775.5 8,033.7 50,648.9

1996.......... 4,195.8 5,099.7 4,006.3 4,596.1 4,957.6 4,541.4 4,296.4 3,685.7 3,518.2 3,680.9 8,060.0 50,638.0

1997.......... 4,298.8 4,992.0 4,048.9 4,500.1 4,864.4 4,640.2 4,264.3 3,821.9 3,493.1 3,687.0 8,077.1 50,687.8

1998.......... 4,308.6 4,965.1 3,976.7 4,402.4 4,836.2 4,645.2 4,285.1 3,902.2 3,527.7 3,690.1 8,018.8 50,558.2

1999.......... 4,220.3 4,997.5 3,918.0 4,337.6 4,693.3 4,677.3 4,246.6 3,984.1 3,572.4 3,722.7 7,880.1 50,249.9

2000.......... 4,230.8 4,937.8 3,824.7 4,314.3 4,566.6 4,642.9 4,191.4 4,106.1 3,624.6 3,689.2 7,833.7 49,962.1

2001.......... 4,303.6 5,048.6 3,794.0 4,316.0 4,467.0 4,596.7 4,221.2 4,090.0 3,689.8 3,741.9 7,753.5 50,022.2

2002.......... 4,591.9 5,423.8 3,775.5 4,348.8 4,371.0 4,508.3 4,292.2 4,047.2 3,803.0 3,746.4 7,677.4 50,585.5

2003.......... 4,990.9 5,857.2 3,861.4 4,279.3 4,278.4 4,485.7 4,301.2 4,072.8 3,857.1 3,800.0 7,530.8 51,314.7

2004.......... 5,271.7 6,147.6 4,030.1 4,260.7 4,269.1 4,450.6 4,373.9 4,068.7 3,933.1 3,852.1 7,500.6 52,158.2

2005.......... 5,382.6 6,282.3 4,158.9 4,327.2 4,315.1 4,453.7 4,432.6 4,064.5 4,095.0 3,922.9 7,436.0 52,870.8

2006.......... 5,437.4 6,275.0 4,283.4 4,437.3 4,436.1 4,457.7 4,507.6 4,170.6 4,155.8 4,015.3 7,429.3 53,605.5

2007.......... 5,619.7 6,289.6 4,397.3 4,504.8 4,606.7 4,510.7 4,535.8 4,309.4 4,178.0 4,131.1 7,313.3 54,396.3

2008.......... 5,886.9 6,637.7 4,347.5 4,439.9 4,529.5 4,466.0 4,517.0 4,378.5 4,173.1 4,296.3 7,272.5 54,944.7

2009.......... 6,121.4 7,102.2 4,392.2 4,387.8 4,439.8 4,400.9 4,452.9 4,446.7 4,193.8 4,490.1 7,219.4 55,647.2

2010.......... 6,270.8 7,566.3 4,487.9 4,334.9 4,348.0 4,434.4 4,376.7 4,476.6 4,319.8 4,706.5 7,182.0 56,503.9

2011.......... 6,339.3 7,925.9 4,622.9 4,288.9 4,274.1 4,482.9 4,329.4 4,473.9 4,449.7 4,833.4 7,177.0 57,197.6

2012.......... 6,358.0 8,091.6 4,758.1 4,262.1 4,271.6 4,498.8 4,311.4 4,456.3 4,515.3 4,851.3 7,192.3 57,566.8

2013.......... 6,263.2 8,063.4 4,884.8 4,280.9 4,281.5 4,500.1 4,313.0 4,432.7 4,551.7 4,906.7 7,174.8 57,652.8

2014.......... 6,140.9 7,990.1 5,022.4 4,343.2 4,284.0 4,479.2 4,355.4 4,414.7 4,560.3 4,967.8 7,148.3 57,706.3

2015.......... 6,042.0 7,887.5 5,153.7 4,462.0 4,291.0 4,431.6 4,435.8 4,385.7 4,552.9 5,055.8 7,105.5 57,803.5

2016.......... 5,982.6 7,788.9 5,262.5 4,611.2 4,293.9 4,375.2 4,502.2 4,358.1 4,520.7 5,138.4 7,059.6 57,893.2

2017.......... 5,957.8 7,722.6 5,336.3 4,777.3 4,315.2 4,367.3 4,517.6 4,337.2 4,479.2 5,207.6 7,015.3 58,033.3

2018.......... 5,961.9 7,688.0 5,378.0 4,958.1 4,370.6 4,369.4 4,500.0 4,319.7 4,456.5 5,281.1 6,966.2 58,249.6

2019.......... 5,909.3 7,678.2 5,375.6 5,146.1 4,462.1 4,375.2 4,456.3 4,339.3 4,432.0 5,306.7 6,915.4 58,396.1
Benefit Payments

58

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 2010 Trustees Report intermediate set of assumptions.

Table III.A28.—Disabled Children of Disabled Workers With Benefits In Force

(By age, as of December 31, 1984-2019)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50 or older Total

1984 ......... 8,522 12,024 9,751 6,036 3,028 900 109 17 40,387

1985 ......... 7,152 12,594 10,434 6,436 3,204 930 113 17 40,880

1986 ......... 7,549 13,788 11,060 6,986 3,351 998 117 14 43,863

1987 ......... 7,703 14,630 11,670 7,457 3,472 1,314 141 23 46,410

1988 ......... 7,690 14,919 11,782 7,746 3,659 1,088 139 21 47,044

1989 ......... 8,123 15,394 12,560 8,265 4,038 1,217 134 23 49,754

1990 ......... 8,428 15,885 12,907 8,681 4,209 1,310 159 29 51,608

1991 ......... 8,499 16,561 13,395 9,140 4,658 1,312 159 24 53,748

1992 ......... 7,749 16,043 13,003 8,825 4,600 1,335 160 14 51,729

1993 ......... 8,013 17,620 14,313 9,660 5,154 1,538 181 14 56,493

1994 ......... 8,108 18,936 15,416 10,350 5,647 1,731 205 16 60,409

1995 ......... 8,107 20,105 16,409 10,955 6,111 1,921 225 17 63,850

1996 ......... 8,031 21,152 17,309 11,493 6,555 2,113 247 17 66,917

1997 ......... 7,707 21,559 17,691 11,683 6,809 2,248 263 15 67,975

1998 ......... 7,535 22,390 18,426 12,100 7,207 2,437 285 16 70,396

1999 ......... 7,334 23,155 19,114 12,481 7,597 2,627 309 17 72,634

2000 ......... 7,541 25,304 20,955 13,606 8,459 2,991 355 38 79,249

2001 ......... 7,910 25,844 21,130 14,357 8,683 3,142 399 34 81,499

2002 ......... 7,799 26,571 21,679 15,113 8,795 3,400 395 38 83,790

2003 ......... 6,495 26,122 21,420 15,258 8,919 3,709 467 40 82,430

2004 ......... 5,632 27,649 22,786 16,574 9,729 4,316 579 49 87,314

2005 ......... 6,496 29,800 23,991 17,500 10,678 4,844 741 55 94,105

2006 ......... 7,018 31,826 25,614 18,061 11,770 5,208 865 62 100,424

2007 ......... 7,126 35,756 28,088 19,404 12,608 5,577 977 67 109,603

2008 ......... 8,374 40,029 31,646 21,012 13,509 5,970 1,116 70 121,726

2009 ......... 9,163 43,286 34,765 22,514 14,358 6,368 1,340 77 131,871

2010 ......... 10,748 48,492 39,108 24,427 15,208 7,032 1,439 85 146,539

2011 ......... 11,608 53,578 43,260 26,591 15,863 7,671 1,510 100 160,181

2012 ......... 11,205 58,887 47,408 28,612 16,827 8,084 1,561 113 172,696

2013 ......... 10,103 62,355 50,834 30,604 17,656 8,418 1,644 125 181,739

2014 ......... 9,029 63,267 54,606 32,743 18,425 8,694 1,757 145 188,666

2015 ......... 8,553 62,011 58,108 35,328 19,211 8,922 1,896 155 194,184

2016 ......... 8,359 59,768 61,250 37,924 20,184 9,104 2,014 163 198,766

2017 ......... 8,295 56,822 64,292 40,522 21,132 9,440 2,051 168 202,723

2018 ......... 8,365 54,552 66,271 42,887 22,224 9,770 2,094 178 206,341

2019 ......... 8,434 53,178 66,571 45,606 23,496 10,096 2,144 189 209,714
DI Numbers

59

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 2010 Trustees Report intermediate set of assumptions.

Table III.A29.—Awards to Disabled Children of Disabled Workers, as a Percentage of the Uninsured Population

(By age, calendar years 1984-2019)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50 or older Total

1984.......... 0.038 0.032 0.023 0.012 0.005 0.002 a a 0.012

1985.......... .048 .038 .029 .014 .006 .002 a ... .015

1986.......... .047 .044 .031 .015 .007 .002 a ... .015

1987.......... .044 .040 .031 .016 .007 .002 a a .015

1988.......... .045 .039 .029 .018 .008 .002 a a .015

1989.......... .047 .038 .030 .015 .008 .003 a a .014

1990.......... .048 .041 .031 .018 .008 .003 a a .015

1991.......... .058 .048 .037 .021 .010 .004 a a .018

1992.......... .072 .058 .047 .027 .013 .005 0.001 a .022

1993.......... .074 .062 .050 .029 .014 .005 .001 a .024

1994.......... .069 .059 .046 .028 .014 .005 .001 a .023

1995.......... .070 .061 .044 .027 .014 .005 .001 a .023

1996.......... .067 .060 .040 .026 .014 .005 .001 a .022

1997.......... .060 .056 .035 .023 .013 .004 .001 a .020

1998.......... .064 .062 .037 .025 .015 .005 .001 a .022

1999.......... .071 .067 .039 .026 .017 .005 .001 a .023

2000.......... .071 .065 .038 .025 .016 .005 ... a .022

2001.......... .070 .064 .039 .026 .018 .006 .001 ... .023

2002.......... .074 .074 .045 .031 .019 .007 .001 a .026

2003.......... .072 .075 .053 .036 .022 .008 .001 a .029

2004.......... .059 .072 .052 .038 .022 .009 .001 a .028

2005.......... .060 .077 .060 .039 .027 .012 .001 a .031

2006.......... .055 .071 .057 .036 .025 .010 .001 a .028

2007.......... .063 .093 .071 .041 .028 .011 .002 a .035

2008.......... .071 .107 .095 .051 .029 .013 .002 a .041

2009.......... .073 .093 .079 .048 .030 .013 .002 a .038

2010.......... .084 .115 .099 .056 .035 .015 .002 a .047

2011.......... .081 .112 .096 .054 .034 .015 .002 a .046

2012.......... .080 .110 .094 .054 .033 .014 .002 a .046

2013.......... .074 .101 .086 .049 .030 .013 .002 a .042

2014.......... .071 .097 .083 .047 .029 .012 .002 a .040

2015.......... .070 .096 .082 .047 .029 .012 .002 a .039

2016.......... .069 .095 .081 .047 .029 .012 .002 a .039

2017.......... .069 .095 .081 .047 .029 .012 .002 a .039

2018.......... .070 .096 .081 .047 .029 .012 .002 a .039

2019.......... .070 .097 .082 .047 .029 .012 .002 a .040

a Less than 0.0005.
Benefit Payments

60

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A30.—Awards to Disabled Children of Disabled Workers 

(By age, calendar years 1984-2019)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50 or older Total

1984 ......... 1,391 2,123 1,056 613 270 79 7 2 5,541

1985 ......... 1,675 2,454 1,364 708 334 84 12 ... 6,631

1986 ......... 1,586 2,696 1,432 753 350 78 13 ... 6,908

1987 ......... 1,494 2,392 1,429 821 350 94 10 3 6,593

1988 ......... 1,475 2,231 1,339 912 402 113 13 4 6,489

1989 ......... 1,477 2,077 1,318 795 420 123 12 6 6,228

1990 ......... 1,469 2,128 1,340 962 406 143 15 6 6,469

1991 ......... 1,724 2,515 1,516 1,092 489 168 17 6 7,527

1992 ......... 2,200 3,232 1,865 1,348 639 216 24 6 9,530

1993 ......... 2,379 3,519 1,942 1,407 707 235 26 6 10,221

1994 ......... 2,283 3,402 1,793 1,305 694 227 26 6 9,736

1995 ......... 2,303 3,452 1,739 1,270 716 230 26 7 9,743

1996 ......... 2,221 3,352 1,611 1,181 705 222 25 3 9,320

1997 ......... 2,029 3,082 1,412 1,041 657 205 25 3 8,454

1998 ......... 2,196 3,354 1,463 1,084 725 221 27 2 9,072

1999 ......... 2,382 3,661 1,520 1,131 801 241 29 2 9,767

2000 ......... 2,386 3,509 1,450 1,052 745 237 20 2 9,401

2001 ......... 2,388 3,482 1,450 1,114 797 258 31 ... 9,520

2002 ......... 2,636 4,246 1,668 1,324 850 318 24 4 11,070

2003 ......... 2,766 4,632 2,033 1,531 953 342 31 2 12,290

2004 ......... 2,432 4,745 2,069 1,602 946 393 51 4 12,242

2005 ......... 2,530 5,295 2,458 1,667 1,150 511 59 1 13,671

2006 ......... 2,354 4,919 2,416 1,549 1,098 427 67 1 12,831

2007 ......... 2,783 6,436 3,101 1,820 1,253 500 69 4 15,966

2008 ......... 3,276 7,630 4,130 2,256 1,323 563 79 2 19,259

2009 ......... 3,490 7,049 3,447 2,093 1,341 578 95 1 18,094

2010 ......... 4,090 9,313 4,409 2,432 1,505 665 98 2 22,514

2011 ......... 4,019 9,506 4,428 2,324 1,436 649 94 2 22,457

2012 ......... 3,974 9,676 4,510 2,271 1,413 635 92 2 22,572

2013 ......... 3,592 8,952 4,233 2,085 1,295 575 84 2 20,820

2014 ......... 3,396 8,563 4,181 2,041 1,249 550 83 2 20,066

2015 ......... 3,282 8,304 4,201 2,064 1,227 537 84 2 19,701

2016 ......... 3,235 8,132 4,245 2,122 1,220 532 84 2 19,572

2017 ......... 3,218 8,048 4,285 2,200 1,226 533 83 2 19,596

2018 ......... 3,245 8,049 4,325 2,298 1,250 538 82 2 19,789

2019 ......... 3,258 8,105 4,349 2,406 1,287 545 81 2 20,032
DI Numbers

61

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A31.—Disabled Children of Disabled Workers With Benefits Withheld

(By age, as of December 31, 1984-2019)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50 or older Total

1984.......... 4,236 1,470 955 569 274 113 16 5 7,638

1985.......... 2,945 1,413 1,134 715 350 154 26 2 6,739

1986.......... 3,259 1,952 1,490 955 439 192 27 1 8,315

1987.......... 3,567 2,559 1,774 1,178 567 495 43 6 10,189

1988.......... 3,470 3,060 2,006 1,361 707 251 46 3 10,904

1989.......... 3,858 3,580 2,307 1,571 836 306 50 6 12,514

1990.......... 4,101 3,822 2,403 1,697 928 350 55 10 13,366

1991.......... 4,129 4,021 2,631 1,800 1,094 382 56 10 14,123

1992.......... 3,224 2,656 1,609 1,100 753 308 50 ... 9,700

1993.......... 3,231 3,025 1,999 1,359 915 381 59 a 10,967

1994.......... 3,152 3,321 2,352 1,595 1,066 454 72 1 12,013

1995.......... 3,042 3,624 2,736 1,847 1,225 532 84 1 13,091

1996.......... 2,917 3,955 3,163 2,125 1,405 620 99 a 14,283

1997.......... 2,700 4,149 3,488 2,333 1,543 694 110 ... 15,017

1998.......... 2,531 4,381 3,859 2,569 1,710 787 127 2 15,966

1999.......... 2,341 4,544 4,183 2,772 1,862 877 144 2 16,725

2000.......... 2,594 6,186 5,745 3,777 2,514 1,149 184 23 22,172

2001.......... 2,918 6,510 5,707 4,028 2,578 1,193 208 19 23,161

2002.......... 2,693 6,920 5,906 4,315 2,634 1,315 202 19 24,004

2003.......... 1,156 5,462 5,085 3,878 2,384 1,446 245 17 19,673

2004.......... 875 5,967 5,832 4,711 2,984 1,710 301 23 22,403

2005.......... 1,148 6,588 6,538 5,125 3,413 1,897 404 33 25,146

2006.......... 1,518 7,349 7,369 5,464 3,853 2,077 482 34 28,146

2007.......... 1,419 9,076 8,417 6,075 4,243 2,214 540 40 32,024

2008.......... 1,614 10,603 9,952 6,782 4,696 2,391 607 44 36,689

2009.......... 1,959 11,561 11,368 7,660 5,215 2,651 738 53 41,205

2010.......... 2,310 12,903 12,786 8,310 5,520 2,920 802 57 45,608

2011.......... 2,479 14,253 14,142 9,048 5,753 3,183 846 67 49,771

2012.......... 2,393 15,667 15,496 9,735 6,102 3,364 875 77 53,708

2013.......... 2,151 16,665 16,622 10,412 6,402 3,513 919 86 56,770

2014.......... 1,926 17,008 17,858 11,139 6,678 3,630 977 99 59,316

2015.......... 1,826 16,752 19,007 12,020 6,961 3,721 1,053 107 61,448

2016.......... 1,785 16,187 20,030 12,901 7,314 3,793 1,121 113 63,245

2017.......... 1,773 15,372 21,024 13,783 7,654 3,934 1,150 117 64,807

2018.......... 1,788 14,729 21,689 14,587 8,045 4,070 1,175 123 66,207

2019.......... 1,802 14,328 21,797 15,516 8,503 4,204 1,201 131 67,482

a Not shown due to inconsistencies in underlying data.
Benefit Payments

62

Sources:

• Historical figures computed by dividing number withheld by number in force.

• Future figures projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A32.—Disabled Children of Disabled Workers With Benefits Withheld, 

as a Percentage of Disabled Children In Force

(By age, as of December 31, 1984-2019)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50 or older Total

1984 ......... 49.707 12.226 9.794 9.427 9.049 12.556 14.679 29.412 18.912

1985 ......... 41.177 11.220 10.868 11.109 10.924 16.559 23.009 11.765 16.485

1986 ......... 43.171 14.157 13.472 13.670 13.101 19.238 23.077 7.143 18.957

1987 ......... 46.307 17.491 15.201 15.797 16.331 37.671 30.496 26.087 21.954

1988 ......... 45.124 20.511 17.026 17.570 19.322 23.070 33.094 14.286 23.178

1989 ......... 47.495 23.256 18.368 19.008 20.703 25.144 37.313 26.087 25.152

1990 ......... 48.659 24.060 18.618 19.548 22.048 26.718 34.591 34.483 25.899

1991 ......... 48.582 24.280 19.642 19.694 23.486 29.116 35.220 41.667 26.276

1992 ......... 41.605 16.556 12.374 12.465 16.370 23.071 31.250 ... 18.752

1993 ......... 40.322 17.168 13.966 14.068 17.753 24.772 32.597 a 19.413

1994 ......... 38.875 17.538 15.257 15.411 18.877 26.228 35.122 6.250 19.886

1995 ......... 37.523 18.025 16.674 16.860 20.046 27.694 37.333 5.882 20.503

1996 ......... 36.322 18.698 18.274 18.490 21.434 29.342 40.081 a 21.344

1997 ......... 35.033 19.245 19.716 19.969 22.661 30.872 41.825 ... 22.092

1998 ......... 33.590 19.567 20.943 21.231 23.727 32.294 44.561 12.500 22.680

1999 ......... 31.920 19.624 21.884 22.210 24.510 33.384 46.602 11.765 23.026

2000 ......... 34.399 24.447 27.416 27.760 29.720 38.415 51.831 60.526 27.978

2001 ......... 36.890 25.190 27.009 28.056 29.690 37.969 52.130 55.882 28.419

2002 ......... 34.530 26.043 27.243 28.552 29.949 38.676 51.139 50.000 28.648

2003 ......... 17.798 20.910 23.739 25.416 26.729 38.986 52.463 42.500 23.866

2004 ......... 15.536 21.581 25.595 28.424 30.671 39.620 51.986 46.939 25.658

2005 ......... 17.672 22.107 27.252 29.286 31.963 39.162 54.521 60.000 26.721

2006 ......... 21.630 23.091 28.769 30.253 32.736 39.881 55.723 54.839 28.027

2007 ......... 19.913 25.383 29.967 31.308 33.653 39.699 55.271 59.701 29.218

2008 ......... 19.274 26.488 31.448 32.277 34.762 40.050 54.391 62.857 30.141

2009 ......... 21.379 26.708 32.700 34.023 36.321 41.630 55.075 68.831 31.246

2010 ......... 21.489 26.609 32.694 34.021 36.295 41.521 55.735 67.236 31.123

2011 ......... 21.352 26.603 32.691 34.026 36.263 41.497 56.002 67.375 31.071

2012 ......... 21.353 26.605 32.687 34.023 36.265 41.608 56.085 68.095 31.100

2013 ......... 21.295 26.726 32.699 34.021 36.260 41.727 55.921 68.760 31.237

2014 ......... 21.331 26.883 32.704 34.021 36.245 41.751 55.615 68.434 31.440

2015 ......... 21.352 27.015 32.710 34.024 36.237 41.702 55.554 69.124 31.644

2016 ......... 21.360 27.083 32.702 34.019 36.235 41.665 55.680 69.552 31.819

2017 ......... 21.371 27.053 32.700 34.014 36.220 41.671 56.070 69.678 31.968

2018 ......... 21.375 27.000 32.728 34.014 36.202 41.655 56.105 69.403 32.086

2019 ......... 21.365 26.943 32.743 34.023 36.189 41.640 56.015 69.279 32.178

a Not shown due to inconsistencies in underlying data.
DI Numbers

63

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A33.—Disabled Children of Disabled Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1984-2019)

Year 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50 or older Total

1984.......... 4,286 10,554 8,796 5,467 2,754 787 93 12 32,749

1985.......... 4,207 11,181 9,300 5,721 2,854 776 87 15 34,141

1986.......... 4,290 11,836 9,570 6,031 2,912 806 90 13 35,548

1987.......... 4,136 12,071 9,896 6,279 2,905 819 98 17 36,221

1988.......... 4,220 11,859 9,776 6,385 2,952 837 93 18 36,140

1989.......... 4,265 11,814 10,253 6,694 3,202 911 84 17 37,240

1990.......... 4,327 12,063 10,504 6,984 3,281 960 104 19 38,242

1991.......... 4,370 12,540 10,764 7,340 3,564 930 103 14 39,625

1992.......... 4,525 13,387 11,394 7,725 3,847 1,027 110 14 42,029

1993.......... 4,782 14,595 12,314 8,301 4,239 1,157 122 16 45,526

1994.......... 4,956 15,615 13,064 8,755 4,581 1,277 133 15 48,396

1995.......... 5,065 16,481 13,673 9,108 4,886 1,389 141 16 50,759

1996.......... 5,114 17,197 14,146 9,368 5,150 1,493 148 18 52,634

1997.......... 5,007 17,410 14,203 9,350 5,266 1,554 153 15 52,958

1998.......... 5,004 18,009 14,567 9,531 5,497 1,650 158 14 54,430

1999.......... 4,993 18,611 14,931 9,709 5,735 1,750 165 15 55,909

2000.......... 4,947 19,118 15,210 9,829 5,945 1,842 171 15 57,077

2001.......... 4,992 19,334 15,423 10,329 6,105 1,949 191 15 58,338

2002.......... 5,106 19,651 15,773 10,798 6,161 2,085 193 19 59,786

2003.......... 5,339 20,660 16,335 11,380 6,535 2,263 222 23 62,757

2004.......... 4,757 21,682 16,954 11,863 6,745 2,606 278 26 64,911

2005.......... 5,348 23,212 17,453 12,375 7,265 2,947 337 22 68,959

2006.......... 5,500 24,477 18,245 12,597 7,917 3,131 383 28 72,278

2007.......... 5,707 26,680 19,671 13,329 8,365 3,363 437 27 77,579

2008.......... 6,760 29,426 21,694 14,230 8,813 3,579 509 26 85,037

2009.......... 7,204 31,725 23,397 14,854 9,143 3,717 602 24 90,666

2010.......... 8,438 35,589 26,323 16,117 9,688 4,112 637 28 100,931

2011.......... 9,130 39,324 29,118 17,543 10,111 4,488 664 33 110,411

2012.......... 8,812 43,220 31,912 18,877 10,724 4,721 685 36 118,988

2013.......... 7,952 45,690 34,212 20,192 11,254 4,905 724 39 124,969

2014.......... 7,103 46,259 36,747 21,603 11,747 5,064 780 46 129,349

2015.......... 6,727 45,259 39,101 23,308 12,250 5,201 842 48 132,736

2016.......... 6,573 43,581 41,220 25,023 12,870 5,311 892 50 135,521

2017.......... 6,523 41,450 43,268 26,739 13,478 5,506 901 51 137,916

2018.......... 6,577 39,823 44,582 28,299 14,178 5,700 919 54 140,134

2019.......... 6,632 38,850 44,773 30,090 14,993 5,892 943 58 142,232
Benefit Payments

64

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 trends

and judgment.

• Historical award figures from SSA administrative records; future figures computed by applying award rates 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 rates 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 rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.A34.—Student Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1984-2019)

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

1984 .................. ... 0.49 59,887 ... 40,616 22.25 9,035 31,581

1985 .................. 40,616 .46 53,962 67,818 26,760 17.81 4,765 21,995

1986 .................. 26,760 .44 51,135 52,225 25,670 22.49 5,773 19,897

1987 .................. 25,670 .46 52,713 52,111 26,272 23.98 6,300 19,972

1988 .................. 26,272 .51 59,878 55,472 30,678 20.49 6,287 24,391

1989 .................. 30,678 .47 55,203 55,575 30,306 20.06 6,079 24,227

1990 .................. 30,306 .50 56,977 57,100 30,183 20.87 6,298 23,885

1991 .................. 30,183 .55 60,153 56,171 34,165 21.21 7,247 26,918

1992 .................. 34,165 .62 65,908 63,118 36,955 31.88 11,781 25,174

1993 .................. 36,955 .67 70,870 68,703 39,122 26.94 10,540 28,582

1994 .................. 39,122 .70 74,082 72,641 40,563 25.07 10,167 30,396

1995 .................. 40,563 .70 75,625 74,494 41,694 29.29 12,214 29,480

1996 .................. 41,694 .69 76,520 74,271 43,943 25.29 11,112 32,831

1997 .................. 43,943 .66 75,832 76,974 42,801 26.87 11,502 31,299

1998 .................. 42,801 .70 82,360 80,072 45,089 30.86 13,916 31,173

1999 .................. 45,089 .70 83,822 83,530 45,381 18.81 8,534 36,847

2000 .................. 45,381 .67 81,065 83,967 42,479 18.65 7,920 34,559

2001 .................. 42,479 .66 80,328 79,198 43,609 11.06 4,824 38,785

2002 .................. 43,609 .73 88,831 85,425 47,015 6.73 3,163 43,852

2003 .................. 47,015 .76 93,131 86,494 53,652 12.94 6,944 46,708

2004 .................. 53,652 .78 96,340 98,455 51,537 5.36 2,760 48,777

2005 .................. 51,537 .83 103,878 104,437 50,978 5.95 3,033 47,945

2006 .................. 50,978 .83 104,176 102,395 52,759 6.07 3,200 49,559

2007 .................. 52,759 .86 109,967 106,774 55,952 6.52 3,650 52,302

2008 .................. 55,952 .90 117,720 114,398 59,274 7.30 4,325 54,949

2009 .................. 59,274 .89 118,711 113,369 64,616 7.99 5,164 59,452

2010 .................. 64,616 1.05 140,717 131,485 73,848 8.00 5,908 67,940

2011 .................. 73,848 1.03 137,703 139,848 71,703 7.97 5,715 65,988

2012 .................. 71,703 1.04 137,298 137,435 71,566 7.97 5,706 65,860

2013 .................. 71,566 .97 127,059 132,639 65,986 7.96 5,250 60,735

2014 .................. 65,986 .96 124,262 125,514 64,733 7.97 5,158 59,576

2015 .................. 64,733 .96 124,798 124,369 65,162 7.97 5,193 59,969

2016 .................. 65,162 .98 126,883 125,720 66,325 7.97 5,287 61,038

2017 .................. 66,325 1.00 130,410 128,499 68,236 7.97 5,439 62,796

2018 .................. 68,236 1.02 134,519 132,356 70,398 7.97 5,613 64,785

2019 .................. 70,398 1.04 137,262 135,968 71,692 7.98 5,719 65,973
DI Numbers

65

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 2010 Trustees Report intermediate set of assumptions.

Table III.A35.—Young Spouses of Disabled Workers With Benefits In Force

(By age and gender, as of December 31, 1985-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1985............... 296 5,709 19,686 37,368 53,303 48,540 37,157 25,402 12,203 3,561 ... 243,225

1990............... 234 4,042 17,279 37,325 50,598 48,221 30,813 17,777 8,498 2,744 ... 217,531

1995............... 185 3,526 15,110 34,864 53,541 52,759 35,885 19,739 8,739 2,759 ... 227,107

2000............... 91 1,951 8,723 21,862 39,406 41,169 29,348 16,165 6,681 2,079 ... 167,475

2001............... 88 1,784 7,700 19,712 35,814 39,026 28,416 15,654 6,749 2,032 ... 156,975

2002............... 70 1,759 7,039 18,317 32,609 37,164 27,606 15,117 6,766 2,154 ... 148,601

2003............... 53 1,687 6,804 17,243 29,972 35,418 27,046 14,806 6,722 2,234 11 141,996

2004............... 62 1,593 6,511 16,185 27,447 33,185 25,990 14,509 6,570 2,320 49 134,421

2005............... 40 1,455 6,329 15,022 25,508 31,089 25,075 14,083 6,576 2,356 77 127,610

2006............... 30 1,280 6,053 13,839 24,117 28,723 24,059 13,536 6,288 2,489 87 120,501

2007............... 28 1,141 5,772 13,095 22,579 26,445 22,888 13,391 6,175 2,549 145 114,208

2008............... 28 1,180 5,732 12,736 21,340 24,620 21,914 13,128 5,946 2,558 192 109,374

2009............... 32 1,249 5,793 12,802 20,677 23,413 21,258 12,937 5,880 2,536 191 106,768

2010............... 32 1,340 5,975 13,284 20,413 23,144 20,842 12,989 5,944 2,572 168 106,703

2011............... 33 1,390 6,218 13,597 20,004 22,954 20,393 12,970 5,995 2,511 215 106,280

2012............... 33 1,415 6,355 13,781 20,111 22,607 19,863 12,887 6,058 2,497 213 105,819

2013............... 31 1,367 6,332 13,770 19,955 22,156 19,203 12,641 6,019 2,460 198 104,131

2014............... 30 1,327 6,256 13,660 19,804 21,632 18,648 12,357 5,945 2,441 197 102,298

2015............... 29 1,291 6,158 13,494 19,747 21,144 18,248 12,037 5,865 2,422 194 100,629

2016............... 29 1,271 6,078 13,443 19,651 20,689 17,959 11,762 5,791 2,405 187 99,265

2017............... 29 1,265 6,023 13,375 19,562 20,541 17,663 11,505 5,718 2,400 189 98,270

2018............... 29 1,270 5,993 13,349 19,543 20,466 17,490 11,314 5,656 2,389 185 97,686

2019............... 30 1,284 6,006 13,358 19,555 20,483 17,372 11,206 5,608 2,379 188 97,469

Young husbands

1985............... 3 64 416 1,024 1,249 1,223 852 559 316 138 ... 5,844

1990............... ... 31 292 1,107 1,727 1,622 1,082 583 341 100 ... 6,885

1995............... 1 29 261 991 1,818 2,130 1,563 921 447 161 ... 8,322

2000............... ... 16 124 537 1,181 1,726 1,436 909 396 143 ... 6,468

2001............... ... 17 119 469 1,118 1,621 1,433 898 419 157 ... 6,251

2002............... 1 18 112 432 1,072 1,546 1,420 902 437 161 ... 6,101

2003............... 1 21 131 431 1,041 1,524 1,397 921 464 161 3 6,095

2004............... 1 17 139 450 964 1,425 1,318 831 444 166 5 5,760

2005............... ... 17 145 431 924 1,376 1,286 793 443 163 6 5,584

2006............... ... 10 137 439 903 1,293 1,232 824 418 164 9 5,429

2007............... ... 9 132 418 884 1,260 1,201 797 418 161 20 5,300

2008............... ... 13 136 430 886 1,237 1,176 822 367 171 19 5,257

2009............... ... 15 131 459 915 1,204 1,206 848 385 174 16 5,353

2010............... ... 14 144 490 945 1,242 1,225 876 391 188 16 5,532

2011............... ... 15 147 507 977 1,281 1,229 889 405 189 17 5,657

2012............... ... 14 150 520 998 1,296 1,249 908 411 188 17 5,752

2013............... ... 14 151 524 1,002 1,299 1,240 906 412 183 19 5,751

2014............... ... 14 149 510 1,012 1,302 1,215 901 416 181 19 5,720

2015............... ... 13 145 507 1,011 1,294 1,209 890 415 180 19 5,683

2016............... ... 13 143 501 1,007 1,294 1,206 878 412 180 18 5,652

2017............... ... 13 141 497 1,004 1,292 1,201 876 412 179 18 5,634

2018............... ... 13 141 498 1,006 1,293 1,202 873 411 179 18 5,634

2019............... ... 13 142 500 1,001 1,304 1,208 869 412 181 18 5,648

Total

1985............... 299 5,773 20,102 38,392 54,552 49,763 38,009 25,961 12,519 3,699 ... 249,069

1990............... 234 4,073 17,571 38,432 52,325 49,843 31,895 18,360 8,839 2,844 ... 224,416

1995............... 186 3,555 15,371 35,855 55,359 54,889 37,448 20,660 9,186 2,920 ... 235,429

2000............... 91 1,967 8,847 22,399 40,587 42,895 30,784 17,074 7,077 2,222 ... 173,943

2001............... 88 1,801 7,819 20,181 36,932 40,647 29,849 16,552 7,168 2,189 ... 163,226

2002............... 71 1,777 7,151 18,749 33,681 38,710 29,026 16,019 7,203 2,315 ... 154,702

2003............... 54 1,708 6,935 17,674 31,013 36,942 28,443 15,727 7,186 2,395 14 148,091

2004............... 63 1,610 6,650 16,635 28,411 34,610 27,308 15,340 7,014 2,486 54 140,181

2005............... 40 1,472 6,474 15,453 26,432 32,465 26,361 14,876 7,019 2,519 83 133,194

2006............... 30 1,290 6,190 14,278 25,020 30,016 25,291 14,360 6,706 2,653 96 125,930

2007............... 28 1,150 5,904 13,513 23,463 27,705 24,089 14,188 6,593 2,710 165 119,508

2008............... 28 1,193 5,868 13,166 22,226 25,857 23,090 13,950 6,313 2,729 211 114,631

2009............... 32 1,264 5,924 13,261 21,592 24,617 22,464 13,785 6,265 2,710 207 112,121

2010............... 32 1,354 6,118 13,774 21,358 24,387 22,067 13,865 6,336 2,759 184 112,235

2011............... 33 1,405 6,366 14,104 20,982 24,235 21,622 13,859 6,400 2,700 232 111,937

2012............... 33 1,429 6,505 14,301 21,109 23,903 21,112 13,796 6,469 2,685 230 111,572

2013............... 31 1,381 6,483 14,294 20,957 23,455 20,444 13,547 6,431 2,643 217 109,882

2014............... 30 1,341 6,405 14,170 20,816 22,935 19,863 13,258 6,361 2,622 216 108,017

2015............... 29 1,304 6,302 14,001 20,758 22,439 19,457 12,928 6,280 2,601 213 106,312

2016............... 29 1,284 6,221 13,944 20,658 21,983 19,166 12,641 6,203 2,585 205 104,917

2017............... 29 1,278 6,164 13,872 20,566 21,833 18,864 12,382 6,130 2,579 207 103,904

2018............... 29 1,284 6,135 13,847 20,549 21,759 18,692 12,187 6,067 2,568 203 103,320

2019............... 30 1,297 6,148 13,858 20,556 21,787 18,580 12,075 6,020 2,560 206 103,117
Benefit Payments

66

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 disabled 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 2010 Trustees Report intermediate set of assumptions.

Table III.A36.—Awards to Young Spouses of Disabled Workers, Per 1,000 Awards to Eligible Children of Disabled Workers

(By age and gender, calendar years, 1984-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1984 ........... 0.124 1.633 3.840 5.377 6.617 6.293 5.001 3.634 1.777 0.452 0.018 34.763

1985 ........... .121 1.512 3.591 5.236 6.524 5.999 4.618 3.380 1.572 .391 .024 32.967

1986 ........... .114 1.501 3.516 5.272 6.281 5.607 4.204 2.837 1.328 .308 .018 30.986

1987 ........... .124 1.340 3.309 5.025 5.901 5.477 3.844 2.587 1.173 .274 .019 29.073

1988 ........... .112 1.191 3.069 4.810 5.556 5.172 3.666 2.321 1.091 1.078 .035 28.100

1989 ........... .104 .972 2.825 4.542 5.266 4.801 3.286 2.063 .936 1.108 .028 25.932

1990 ........... .085 .923 2.518 4.278 4.948 4.548 2.992 1.839 .854 1.227 .034 24.246

1991 ........... .076 .868 2.418 4.139 4.735 4.250 2.903 1.591 .683 1.296 .032 22.990

1992 ........... .072 .825 2.142 3.699 4.328 3.739 2.607 1.424 .596 1.029 .027 20.487

1993 ........... .057 .663 1.707 2.931 3.529 3.094 2.177 1.193 .507 .766 .021 16.644

1994 ........... .051 .600 1.534 2.620 3.248 2.889 2.050 1.128 .486 .639 .018 15.263

1995 ........... .046 .555 1.406 2.386 3.047 2.749 1.967 1.086 .475 .538 .016 14.269

1996 ........... .038 .464 1.165 1.966 2.588 2.367 1.708 .945 .418 .405 .013 12.076

1997 ........... .032 .406 1.010 1.693 2.299 2.132 1.549 .860 .385 .314 .010 10.690

1998 ........... .031 .397 .979 1.628 2.285 2.147 1.571 .875 .396 .266 .009 10.584

1999 ........... .025 .334 .810 1.327 1.990 1.919 1.424 .797 .368 .154 .006 9.154

2000 ........... .024 .322 .771 1.255 1.948 1.902 1.420 .797 .372 .113 .005 8.930

2001 ........... .026 .287 .713 1.203 1.701 1.767 1.314 .761 .301 .106 .003 8.181

2002 ........... .019 .286 .647 1.180 1.636 1.716 1.284 .736 .330 .107 .003 7.943

2003 ........... .014 .259 .638 1.124 1.550 1.696 1.298 .713 .311 .108 .004 7.714

2004 ........... .015 .233 .599 1.067 1.446 1.591 1.218 .691 .295 .115 .005 7.276

2005 ........... .010 .209 .559 .932 1.258 1.407 1.109 .584 .263 .108 .009 6.449

2006 ........... .010 .178 .523 .862 1.240 1.317 1.093 .650 .259 .104 .010 6.246

2007 ........... .008 .169 .516 .808 1.152 1.249 1.061 .640 .300 .121 .008 6.032

2008 ........... .006 .197 .543 .793 1.060 1.119 1.002 .615 .253 .106 .009 5.702

2009 ........... .008 .185 .524 .811 1.065 1.067 .951 .582 .256 .107 .010 5.567

2010 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2011 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2012 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2013 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2014 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2015 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2016 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2017 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2018 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

2019 ........... .007 .186 .529 .805 1.078 1.115 .987 .603 .262 .109 .009 5.689

Young husbands

1984 ........... .002 .025 .145 .303 .346 .320 .313 .219 .149 .094 .010 1.926

1985 ........... .001 .016 .101 .185 .209 .228 .167 .126 .084 .033 ... 1.150

1986 ........... ... .018 .099 .184 .239 .200 .150 .111 .072 .032 .001 1.107

1987 ........... ... .016 .087 .180 .227 .226 .168 .115 .067 .035 .003 1.123

1988 ........... ... .010 .069 .171 .216 .200 .193 .107 .058 .034 .001 1.059

1989 ........... .001 .014 .049 .119 .186 .173 .115 .079 .053 .019 .001 .809

1990 ........... ... .006 .045 .123 .174 .169 .149 .072 .054 .019 .001 .813

1991 ........... .001 .011 .055 .135 .173 .203 .133 .086 .051 .020 .001 .869

1992 ........... ... .009 .049 .120 .173 .185 .133 .073 .044 .016 .001 .805

1993 ........... ... .008 .039 .097 .143 .155 .113 .063 .037 .014 .001 .672

1994 ........... ... .006 .029 .072 .106 .119 .088 .050 .029 .010 .001 .509

1995 ........... ... .006 .025 .065 .098 .112 .084 .048 .027 .010 ... .475

1996 ........... ... .004 .019 .052 .078 .091 .069 .040 .023 .008 .001 .385

1997 ........... ... .006 .023 .063 .097 .117 .089 .053 .028 .009 ... .486

1998 ........... ... .004 .017 .046 .072 .088 .068 .042 .022 .008 ... .367

1999 ........... ... .004 .013 .039 .062 .081 .063 .039 .021 .007 ... .330

2000 ........... ... .005 .013 .042 .069 .090 .072 .045 .023 .008 ... .367

2001 ........... ... .005 .018 .042 .073 .088 .069 .036 .024 .011 ... .366

2002 ........... ... .005 .016 .041 .074 .098 .083 .044 .021 .008 ... .389

2003 ........... ... .007 .017 .051 .081 .104 .083 .053 .030 .012 .001 .439

2004 ........... ... .003 .025 .054 .068 .099 .085 .048 .029 .013 ... .423

2005 ........... ... .004 .019 .043 .067 .087 .073 .043 .024 .011 .001 .372

2006 ........... ... .001 .013 .039 .054 .075 .071 .048 .029 .009 .002 .340

2007 ........... ... .002 .016 .035 .057 .077 .076 .049 .025 .009 .001 .346

2008 ........... ... .003 .017 .035 .064 .074 .074 .053 .019 .013 .002 .352

2009 ........... ... .002 .015 .041 .060 .071 .070 .049 .026 .011 .001 .347

2010 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2011 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2012 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2013 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2014 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2015 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2016 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2017 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2018 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348

2019 ........... ... .002 .016 .038 .061 .073 .072 .050 .023 .011 .001 .348
DI Numbers

67

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to the number of awards to eligible children of disabled workers. Eligible children of disabled workers are minor child beneficiaries under age 16 and disabled child beneficiaries.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A37.—Awards to Young Spouses of Disabled Workers

(By age and gender, calendar years 1985-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1985............... 178 2,224 5,282 7,702 9,597 8,824 6,793 4,972 2,312 575 35 48,494

1990............... 146 1,594 4,347 7,386 8,543 7,853 5,165 3,175 1,475 2,119 59 41,862

1995............... 116 1,392 3,527 5,986 7,645 6,898 4,935 2,724 1,192 1,349 39 35,803

2000............... 52 710 1,699 2,764 4,290 4,189 3,128 1,755 819 249 12 19,667

2001............... 60 664 1,651 2,787 3,942 4,094 3,045 1,764 698 246 6 18,957

2002............... 48 742 1,680 3,063 4,246 4,452 3,331 1,910 855 277 7 20,611

2003............... 38 690 1,700 2,996 4,134 4,523 3,461 1,900 830 287 11 20,570

2004............... 40 609 1,564 2,783 3,773 4,152 3,178 1,802 770 301 12 18,984

2005............... 28 581 1,556 2,597 3,505 3,920 3,090 1,628 732 301 25 17,963

2006............... 25 454 1,337 2,204 3,169 3,367 2,794 1,661 661 267 25 15,964

2007............... 21 433 1,323 2,072 2,954 3,201 2,720 1,640 768 309 21 15,462

2008............... 16 550 1,517 2,216 2,962 3,127 2,800 1,717 708 295 24 15,932

2009............... 23 566 1,604 2,483 3,260 3,265 2,911 1,781 783 326 31 17,033

2010............... 24 639 1,815 2,761 3,699 3,824 3,385 2,067 900 372 32 19,519

2011............... 24 623 1,769 2,691 3,605 3,728 3,299 2,015 877 363 31 19,026

2012............... 23 618 1,755 2,670 3,577 3,698 3,273 1,999 870 360 31 18,876

2013............... 21 569 1,617 2,460 3,295 3,407 3,015 1,841 802 332 28 17,388

2014............... 21 552 1,569 2,387 3,197 3,306 2,926 1,787 778 322 28 16,871

2015............... 21 546 1,551 2,360 3,161 3,269 2,893 1,767 769 318 27 16,683

2016............... 21 546 1,551 2,359 3,160 3,268 2,892 1,766 769 318 27 16,678

2017............... 21 550 1,562 2,376 3,183 3,291 2,913 1,779 775 321 27 16,799

2018............... 21 558 1,585 2,410 3,229 3,338 2,955 1,804 786 325 28 17,038

2019............... 21 566 1,609 2,447 3,279 3,390 3,000 1,832 798 330 28 17,301

Young husbands

1985............... 1 24 149 272 307 336 246 185 124 48 ... 1,692

1990............... ... 11 78 212 301 292 257 125 93 33 2 1,404

1995............... ... 15 63 164 246 280 210 121 68 25 1 1,193

2000............... ... 10 29 93 151 199 158 100 51 17 1 809

2001............... ... 12 41 98 170 203 160 84 55 25 1 849

2002............... 1 13 41 106 191 255 215 113 54 21 ... 1,010

2003............... 1 19 46 136 217 276 222 140 81 31 2 1,171

2004............... 1 7 66 140 178 257 221 125 76 33 ... 1,104

2005............... ... 10 54 119 188 243 202 121 67 30 2 1,036

2006............... ... 3 32 99 138 191 182 122 74 24 4 869

2007............... ... 4 40 89 146 197 195 126 65 22 3 887

2008............... ... 8 47 97 178 206 206 149 52 35 5 983

2009............... ... 7 47 125 185 217 213 150 79 34 4 1,061

2010............... ... 8 55 130 209 250 247 173 80 38 5 1,195

2011............... ... 8 53 126 204 244 241 169 78 37 5 1,165

2012............... ... 8 53 125 202 242 239 167 77 37 5 1,156

2013............... ... 7 49 115 186 223 220 154 71 34 4 1,065

2014............... ... 7 47 112 181 216 214 150 69 33 4 1,033

2015............... ... 7 47 111 179 214 211 148 68 33 4 1,021

2016............... ... 7 47 111 179 214 211 148 68 33 4 1,021

2017............... ... 7 47 112 180 215 213 149 69 33 4 1,028

2018............... ... 7 48 113 183 218 216 151 70 33 4 1,043

2019............... ... 7 48 115 185 222 219 154 71 34 4 1,059

Total

1985............... 179 2,248 5,431 7,974 9,904 9,160 7,039 5,157 2,436 623 35 50,186

1990............... 146 1,605 4,425 7,598 8,844 8,145 5,422 3,300 1,568 2,152 61 43,266

1995............... 116 1,407 3,590 6,150 7,891 7,178 5,145 2,845 1,260 1,374 40 36,996

2000............... 52 720 1,728 2,857 4,441 4,388 3,286 1,855 870 266 13 20,476

2001............... 60 676 1,692 2,885 4,112 4,297 3,205 1,848 753 271 7 19,806

2002............... 49 755 1,721 3,169 4,437 4,707 3,546 2,023 909 298 7 21,621

2003............... 39 709 1,746 3,132 4,351 4,799 3,683 2,040 911 318 13 21,741

2004............... 41 616 1,630 2,923 3,951 4,409 3,399 1,927 846 334 12 20,088

2005............... 28 591 1,610 2,716 3,693 4,163 3,292 1,749 799 331 27 18,999

2006............... 25 457 1,369 2,303 3,307 3,558 2,976 1,783 735 291 29 16,833

2007............... 21 437 1,363 2,161 3,100 3,398 2,915 1,766 833 331 24 16,349

2008............... 16 558 1,564 2,313 3,140 3,333 3,006 1,866 760 330 29 16,915

2009............... 23 573 1,651 2,608 3,445 3,482 3,124 1,931 862 360 35 18,094

2010............... 24 647 1,870 2,891 3,908 4,074 3,632 2,240 980 411 37 20,714

2011............... 24 631 1,823 2,818 3,809 3,971 3,540 2,184 955 400 36 20,191

2012............... 23 626 1,808 2,796 3,779 3,940 3,512 2,166 948 397 36 20,032

2013............... 21 576 1,666 2,575 3,481 3,629 3,235 1,996 873 366 33 18,452

2014............... 21 559 1,616 2,499 3,378 3,522 3,139 1,936 847 355 32 17,904

2015............... 21 553 1,598 2,471 3,340 3,482 3,104 1,915 838 351 31 17,704

2016............... 21 553 1,598 2,470 3,339 3,481 3,103 1,914 837 351 31 17,699

2017............... 21 557 1,609 2,488 3,363 3,506 3,126 1,928 844 353 32 17,827

2018............... 21 565 1,632 2,523 3,411 3,556 3,170 1,955 856 359 32 18,081

2019............... 21 574 1,657 2,562 3,464 3,611 3,219 1,986 869 364 33 18,360
Benefit Payments

68

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A38.—Young Spouses of Disabled Workers With Benefits Withheld, as a Percentage of Young Spouses In Force

(By age and gender, as of December 31, 1984-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1984 ........... a 12.138 8.623 6.548 5.979 6.824 7.467 7.345 9.722 12.970 ... 7.301

1985 ........... a 13.873 9.144 6.853 6.206 6.937 8.117 7.688 10.047 14.771 ... 7.654

1986 ........... a 15.729 9.998 7.435 6.718 7.151 7.732 8.423 10.481 13.119 ... 8.015

1987 ........... a 19.234 11.488 8.372 7.243 7.366 8.392 9.179 10.650 13.422 ... 8.697

1988 ........... a 20.082 13.319 9.204 7.727 7.787 8.609 9.337 11.478 13.806 ... 9.259

1989 ........... a 21.178 14.681 10.537 8.570 8.022 8.707 9.833 11.188 13.201 ... 9.845

1990 ........... a 22.736 15.857 10.781 9.006 8.461 9.191 10.064 11.791 13.448 ... 10.284

1991 ........... a 21.395 21.714 10.843 9.142 8.367 9.002 9.982 12.160 13.019 ... 10.691

1992 ........... a 22.760 23.593 14.267 13.123 12.606 12.748 12.589 13.607 14.291 ... 14.102

1993 ........... a 20.579 22.052 13.888 13.242 12.945 12.635 11.419 11.375 11.951 ... 13.720

1994 ........... a 18.573 20.732 13.870 13.758 13.663 12.918 10.723 9.553 9.971 ... 13.728

1995 ........... a 16.591 19.385 13.948 14.380 14.485 13.318 10.183 7.919 8.155 ... 13.852

1996 ........... a 26.213 29.393 26.040 26.897 27.150 25.803 22.347 19.464 19.469 ... 26.019

1997 ........... a 25.767 29.690 27.828 29.154 29.552 27.915 23.839 20.090 19.928 ... 27.889

1998 ........... a 26.514 31.169 30.880 32.636 33.155 31.286 26.751 22.296 21.920 ... 31.037

1999 ........... a 25.798 31.284 32.602 34.809 35.443 33.338 28.326 23.128 22.684 ... 32.877

2000 ........... a 25.064 31.755 35.143 36.060 36.202 32.984 26.786 20.790 20.202 ... 33.380

2001 ........... a 24.271 31.727 35.359 36.564 36.773 33.742 27.788 22.581 19.242 ... 33.871

2002 ........... a 23.877 30.061 33.745 36.499 36.659 33.826 28.233 22.864 18.709 ... 33.523

2003 ........... a 23.770 28.483 33.184 36.097 36.391 34.064 28.799 23.535 20.054 100.000 33.314

2004 ........... a 25.235 28.060 33.148 35.283 35.832 33.748 29.196 22.283 20.948 100.000 32.874

2005 ........... a 25.155 28.156 33.005 35.071 35.241 33.304 29.319 23.175 21.732 22.078 32.559

2006 ........... a 23.672 29.043 32.604 34.901 35.278 33.617 29.861 23.855 21.053 22.989 32.615

2007 ........... a 25.241 29.019 33.112 35.396 35.716 33.965 30.095 25.344 20.910 21.379 32.987

2008 ........... a 23.729 29.187 32.891 35.534 36.418 34.736 31.101 25.614 23.104 15.625 33.405

2009 ........... a 20.096 26.998 31.144 33.985 35.557 34.246 30.177 26.514 21.727 24.084 32.321

2010 ........... a 20.017 26.954 31.107 33.984 35.554 34.236 30.173 26.519 21.634 18.143 32.248

2011 ........... a 20.007 26.965 31.149 33.976 35.555 34.218 30.160 26.509 21.635 18.143 32.203

2012 ........... a 20.072 26.964 31.159 33.968 35.556 34.224 30.169 26.536 21.659 18.143 32.177

2013 ........... a 20.038 26.970 31.149 33.965 35.558 34.215 30.157 26.503 21.668 18.143 32.159

2014 ........... a 20.071 26.981 31.154 33.963 35.557 34.223 30.151 26.513 21.667 18.143 32.152

2015 ........... a 20.070 26.984 31.140 33.958 35.554 34.232 30.143 26.504 21.688 18.143 32.148

2016 ........... a 20.066 26.993 31.147 33.965 35.556 34.243 30.138 26.492 21.678 18.143 32.148

2017 ........... a 20.060 26.993 31.151 33.965 35.557 34.245 30.138 26.501 21.685 18.143 32.150

2018 ........... a 20.055 26.991 31.149 33.964 35.556 34.233 30.136 26.494 21.681 18.143 32.150

2019 ........... a 20.052 26.988 31.152 33.965 35.556 34.232 30.143 26.494 21.674 18.143 32.153

Young husbands

1984 ........... a 97.059 99.215 99.281 99.505 99.182 98.423 96.661 89.970 58.108 ... 97.288

1985 ........... a 100.000 99.279 99.707 99.039 99.101 99.178 96.601 87.975 55.797 ... 97.365

1986 ........... a 42.373 28.097 22.407 18.401 21.354 21.637 23.684 25.368 28.000 ... 22.171

1987 ........... a 49.123 28.700 23.231 20.905 19.799 22.912 23.614 26.885 25.472 ... 22.800

1988 ........... a 53.191 34.794 26.357 21.849 19.302 20.516 24.772 25.000 24.324 ... 23.407

1989 ........... a 54.167 34.365 29.821 24.017 19.233 20.308 27.042 25.758 25.000 ... 24.470

1990 ........... a 48.387 37.329 33.514 24.088 20.900 20.702 25.729 27.859 28.000 ... 25.374

1991 ........... a 34.375 35.974 30.650 25.233 21.753 20.236 25.117 29.060 29.688 ... 25.098

1992 ........... a 33.333 36.842 31.199 26.257 23.676 21.927 24.350 25.581 27.660 ... 25.835

1993 ........... a 32.353 37.700 32.149 27.584 25.989 24.154 24.239 23.059 26.875 ... 27.004

1994 ........... a 22.581 37.979 32.588 28.236 27.585 25.406 23.371 19.457 24.224 ... 27.371

1995 ........... a 20.690 38.314 33.098 29.043 29.155 26.679 22.801 17.226 21.739 ... 27.902

1996 ........... a 55.556 61.702 58.132 55.879 56.429 54.763 51.420 46.102 50.617 ... 55.057

1997 ........... a 58.333 64.286 60.925 58.917 59.979 58.116 54.007 47.981 51.974 ... 58.018

1998 ........... a 55.000 69.714 66.526 65.205 66.388 64.563 60.383 54.245 58.170 ... 64.186

1999 ........... a 63.158 71.053 67.457 66.114 67.512 65.627 60.934 53.828 58.940 ... 65.015

2000 ........... a 56.250 75.806 72.067 70.025 70.452 67.549 61.496 53.788 58.741 ... 67.393

2001 ........... a 35.294 78.992 72.068 69.678 70.635 67.830 63.586 55.847 53.503 ... 67.557

2002 ........... a 61.111 72.321 75.463 69.030 69.664 66.972 64.412 56.064 54.658 ... 67.218

2003 ........... a 76.190 67.176 70.534 69.645 70.079 68.218 66.232 58.836 54.037 33.333 67.695

2004 ........... a 47.059 58.273 70.222 70.021 70.246 67.071 65.584 59.234 56.627 40.000 67.188

2005 ........... a 58.824 68.276 67.749 71.970 69.041 67.729 63.430 59.142 62.577 66.667 67.299

2006 ........... a 60.000 72.993 70.615 72.757 67.827 69.886 63.956 55.263 64.634 44.444 67.766

2007 ........... a 66.667 71.970 70.574 74.321 68.968 67.694 65.245 57.177 61.491 75.000 68.075

2008 ........... a 61.538 63.971 72.093 70.316 69.523 69.048 63.017 63.488 57.310 73.684 67.776

2009 ........... a 60.000 58.779 69.499 69.180 67.442 67.910 61.321 59.481 54.598 50.000 65.776

2010 ........... a 51.164 60.018 69.595 69.096 67.445 67.938 61.459 59.844 55.242 73.684 65.910

2011 ........... a 55.506 59.563 69.409 69.202 67.494 67.933 61.521 60.024 55.212 73.684 65.952

2012 ........... a 54.004 58.793 69.490 69.118 67.540 67.918 61.400 60.047 56.233 73.684 65.953

2013 ........... a 54.524 59.085 69.630 69.092 67.571 67.937 61.419 59.935 56.063 73.684 65.986

2014 ........... a 54.437 59.295 69.559 69.213 67.493 67.928 61.418 59.803 56.027 73.684 65.969

2015 ........... a 54.392 59.213 69.606 69.073 67.523 67.924 61.426 59.943 55.544 73.684 65.961

2016 ........... a 54.338 59.293 69.574 69.159 67.511 67.929 61.449 60.008 55.595 73.684 65.989

2017 ........... a 54.309 59.228 69.528 69.101 67.549 67.925 61.394 59.928 55.621 73.684 65.967

2018 ........... a 54.285 59.258 69.570 69.126 67.540 67.928 61.423 59.924 55.773 73.684 65.988

2019 ........... a 54.277 59.247 69.582 69.134 67.507 67.926 61.439 59.899 55.697 73.684 65.983

a In force counts are too small to yield meaningful withheld rates.
DI Numbers

69

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A39.—Young Spouses of Disabled Workers With Benefits Withheld

(By age and gender, as of December 31, 1985-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1985............... 68 792 1,800 2,561 3,308 3,367 3,016 1,953 1,226 526 ... 18,617

1990............... 58 919 2,740 4,024 4,557 4,080 2,832 1,789 1,002 369 ... 22,370

1995............... 35 585 2,929 4,863 7,699 7,642 4,779 2,010 692 225 ... 31,459

2000............... 28 489 2,770 7,683 14,210 14,904 9,680 4,330 1,389 420 ... 55,903

2001............... 24 433 2,443 6,970 13,095 14,351 9,588 4,350 1,524 391 ... 53,169

2002............... 17 420 2,116 6,181 11,902 13,624 9,338 4,268 1,547 403 ... 49,816

2003............... 17 401 1,938 5,722 10,819 12,889 9,213 4,264 1,582 448 11 47,304

2004............... 14 402 1,827 5,365 9,684 11,891 8,771 4,236 1,464 486 49 44,189

2005............... 8 366 1,782 4,958 8,946 10,956 8,351 4,129 1,524 512 17 41,549

2006............... 4 303 1,758 4,512 8,417 10,133 8,088 4,042 1,500 524 20 39,301

2007............... 5 288 1,675 4,336 7,992 9,445 7,774 4,030 1,565 533 31 37,674

2008............... 6 280 1,673 4,189 7,583 8,966 7,612 4,083 1,523 591 30 36,536

2009............... 15 251 1,564 3,987 7,027 8,325 7,280 3,904 1,559 551 46 34,509

2010............... 15 268 1,610 4,132 6,937 8,229 7,136 3,919 1,576 556 30 34,410

2011............... 15 278 1,677 4,235 6,797 8,161 6,978 3,912 1,589 543 39 34,225

2012............... 15 284 1,713 4,294 6,831 8,038 6,798 3,888 1,607 541 39 34,049

2013............... 15 274 1,708 4,289 6,778 7,878 6,570 3,812 1,595 533 36 33,488

2014............... 14 266 1,688 4,256 6,726 7,692 6,382 3,726 1,576 529 36 32,891

2015............... 14 259 1,662 4,202 6,706 7,518 6,247 3,628 1,555 525 35 32,350

2016............... 14 255 1,641 4,187 6,675 7,356 6,150 3,545 1,534 521 34 31,911

2017............... 14 254 1,626 4,166 6,644 7,304 6,048 3,468 1,515 520 34 31,594

2018............... 14 255 1,618 4,158 6,638 7,277 5,987 3,410 1,498 518 34 31,406

2019............... 14 257 1,621 4,161 6,642 7,283 5,947 3,378 1,486 516 34 31,339

Young husbands

1985............... 3 64 413 1,021 1,237 1,212 845 540 278 77 ... 5,690

1990............... ... 15 109 371 416 339 224 150 95 28 ... 1,747

1995............... ... 6 100 328 528 621 417 210 77 35 ... 2,322

2000............... ... 9 94 387 827 1,216 970 559 213 84 ... 4,359

2001............... ... 6 94 338 779 1,145 972 571 234 84 ... 4,223

2002............... 1 11 81 326 740 1,077 951 581 245 88 ... 4,101

2003............... 1 16 88 304 725 1,068 953 610 273 87 1 4,126

2004............... 1 8 81 316 675 1,001 884 545 263 94 2 3,870

2005............... ... 10 99 292 665 950 871 503 262 102 4 3,758

2006............... ... 6 100 310 657 877 861 527 231 106 4 3,679

2007............... ... 6 95 295 657 869 813 520 239 99 15 3,608

2008............... ... 8 87 310 623 860 812 518 233 98 14 3,563

2009............... ... 9 77 319 633 812 819 520 229 95 8 3,521

2010............... ... 7 86 341 653 838 832 539 234 104 12 3,646

2011............... ... 8 88 352 676 865 835 547 243 104 13 3,731

2012............... ... 8 88 361 690 875 848 558 247 106 13 3,794

2013............... ... 8 89 365 692 878 843 556 247 102 14 3,795

2014............... ... 7 89 354 700 879 826 553 249 102 14 3,773

2015............... ... 7 86 353 698 874 821 547 249 100 14 3,749

2016............... ... 7 85 349 696 873 819 540 247 100 13 3,730

2017............... ... 7 84 346 694 873 816 538 247 100 13 3,717

2018............... ... 7 84 347 695 873 816 536 246 100 13 3,718

2019............... ... 7 84 348 692 880 820 534 247 101 13 3,727

Total

1985............... 71 856 2,213 3,582 4,545 4,579 3,861 2,493 1,504 603 ... 24,307

1990............... 58 934 2,849 4,395 4,973 4,419 3,056 1,939 1,097 397 ... 24,117

1995............... 35 591 3,029 5,191 8,227 8,263 5,196 2,220 769 260 ... 33,781

2000............... 28 498 2,864 8,070 15,037 16,120 10,650 4,889 1,602 504 ... 60,262

2001............... 24 439 2,537 7,308 13,874 15,496 10,560 4,921 1,758 475 ... 57,392

2002............... 18 431 2,197 6,507 12,642 14,701 10,289 4,849 1,792 491 ... 53,917

2003............... 18 417 2,026 6,026 11,544 13,957 10,166 4,874 1,855 535 12 51,430

2004............... 15 410 1,908 5,681 10,359 12,892 9,655 4,781 1,727 580 51 48,059

2005............... 8 376 1,881 5,250 9,611 11,906 9,222 4,632 1,786 614 21 45,307

2006............... 4 309 1,858 4,822 9,074 11,010 8,949 4,569 1,731 630 24 42,980

2007............... 5 294 1,770 4,631 8,649 10,314 8,587 4,550 1,804 632 46 41,282

2008............... 6 288 1,760 4,499 8,206 9,826 8,424 4,601 1,756 689 44 40,099

2009............... 15 260 1,641 4,306 7,660 9,137 8,099 4,424 1,788 646 54 38,030

2010............... 15 275 1,697 4,473 7,590 9,067 7,968 4,458 1,811 660 42 38,056

2011............... 15 286 1,764 4,587 7,473 9,026 7,813 4,459 1,832 648 52 37,956

2012............... 15 292 1,802 4,655 7,521 8,914 7,646 4,446 1,854 647 51 37,843

2013............... 15 282 1,797 4,654 7,470 8,756 7,413 4,368 1,842 635 50 37,282

2014............... 14 274 1,777 4,610 7,427 8,571 7,208 4,279 1,825 631 50 36,664

2015............... 14 266 1,747 4,555 7,404 8,392 7,068 4,175 1,803 625 49 36,099

2016............... 14 262 1,725 4,536 7,371 8,230 6,969 4,085 1,781 621 47 35,641

2017............... 14 261 1,709 4,512 7,338 8,177 6,864 4,005 1,762 620 47 35,311

2018............... 14 262 1,701 4,505 7,333 8,150 6,804 3,946 1,745 618 47 35,124

2019............... 14 265 1,705 4,509 7,334 8,163 6,767 3,912 1,733 616 47 35,065
Benefit Payments

70

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A40.—Young Spouses of Disabled Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1985-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1985 ............... 228 4,917 17,886 34,807 49,995 45,173 34,141 23,449 10,977 3,035 ... 224,608

1990 ............... 176 3,123 14,539 33,301 46,041 44,141 27,981 15,988 7,496 2,375 ... 195,161

1995 ............... 150 2,941 12,181 30,001 45,842 45,117 31,106 17,729 8,047 2,534 ... 195,648

2000 ............... 63 1,462 5,953 14,179 25,196 26,265 19,668 11,835 5,292 1,659 ... 111,572

2001 ............... 64 1,351 5,257 12,742 22,719 24,675 18,828 11,304 5,225 1,641 ... 103,806

2002 ............... 53 1,339 4,923 12,136 20,707 23,540 18,268 10,849 5,219 1,751 ... 98,785

2003 ............... 36 1,286 4,866 11,521 19,153 22,529 17,833 10,542 5,140 1,786 ... 94,692

2004 ............... 48 1,191 4,684 10,820 17,763 21,294 17,219 10,273 5,106 1,834 ... 90,232

2005 ............... 32 1,089 4,547 10,064 16,562 20,133 16,724 9,954 5,052 1,844 60 86,061

2006 ............... 26 977 4,295 9,327 15,700 18,590 15,971 9,494 4,788 1,965 67 81,200

2007 ............... 23 853 4,097 8,759 14,587 17,000 15,114 9,361 4,610 2,016 114 76,534

2008 ............... 22 900 4,059 8,547 13,757 15,654 14,302 9,045 4,423 1,967 162 72,838

2009 ............... 17 998 4,229 8,815 13,650 15,088 13,978 9,033 4,321 1,985 145 72,259

2010 ............... 17 1,072 4,364 9,152 13,476 14,916 13,707 9,070 4,368 2,015 137 72,293

2011 ............... 17 1,112 4,542 9,362 13,208 14,793 13,415 9,058 4,406 1,968 176 72,055

2012 ............... 17 1,131 4,641 9,487 13,279 14,569 13,065 8,999 4,450 1,956 174 71,770

2013 ............... 16 1,093 4,624 9,481 13,178 14,277 12,633 8,829 4,423 1,927 162 70,643

2014 ............... 16 1,061 4,568 9,405 13,078 13,941 12,266 8,631 4,369 1,912 161 69,407

2015 ............... 15 1,032 4,496 9,292 13,041 13,627 12,001 8,409 4,311 1,896 159 68,279

2016 ............... 15 1,016 4,437 9,256 12,977 13,333 11,809 8,217 4,257 1,883 153 67,353

2017 ............... 15 1,011 4,397 9,209 12,918 13,238 11,614 8,038 4,203 1,879 155 66,676

2018 ............... 16 1,016 4,376 9,191 12,906 13,189 11,503 7,905 4,158 1,871 152 66,280

2019 ............... 16 1,026 4,385 9,197 12,913 13,200 11,425 7,828 4,122 1,863 154 66,130

Young husbands

1985 ............... ... ... 3 3 12 11 7 19 38 61 ... 154

1990 ............... ... 16 183 736 1,311 1,283 858 433 246 72 ... 5,138

1995 ............... 1 23 161 663 1,290 1,509 1,146 711 370 126 ... 6,000

2000 ............... ... 7 30 150 354 510 466 350 183 59 ... 2,109

2001 ............... ... 11 25 131 339 476 461 327 185 73 ... 2,028

2002 ............... ... 7 31 106 332 469 469 321 192 73 ... 2,000

2003 ............... ... 5 43 127 316 456 444 311 191 74 2 1,969

2004 ............... ... 9 58 134 289 424 434 286 181 72 3 1,890

2005 ............... ... 7 46 139 259 426 415 290 181 61 2 1,826

2006 ............... ... 4 37 129 246 416 371 297 187 58 5 1,750

2007 ............... ... 3 37 123 227 391 388 277 179 62 5 1,692

2008 ............... ... 5 49 120 263 377 364 304 134 73 5 1,694

2009 ............... ... 6 54 140 282 392 387 328 156 79 8 1,832

2010 ............... ... 7 57 149 292 404 393 338 157 84 4 1,886

2011 ............... ... 7 60 155 301 416 394 342 162 85 4 1,926

2012 ............... ... 7 62 159 308 421 401 351 164 82 5 1,958

2013 ............... ... 6 62 159 310 421 398 349 165 80 5 1,956

2014 ............... ... 6 61 155 312 423 390 348 167 80 5 1,946

2015 ............... ... 6 59 154 313 420 388 343 166 80 5 1,935

2016 ............... ... 6 58 152 310 420 387 339 165 80 5 1,922

2017 ............... ... 6 58 152 310 419 385 338 165 80 5 1,918

2018 ............... ... 6 58 152 311 420 385 337 165 79 5 1,916

2019 ............... ... 6 58 152 309 424 387 335 165 80 5 1,921

Total

1985 ............... 228 4,917 17,889 34,810 50,007 45,184 34,148 23,468 11,015 3,096 ... 224,762

1990 ............... 176 3,139 14,722 34,037 47,352 45,424 28,839 16,421 7,742 2,447 ... 200,299

1995 ............... 151 2,964 12,342 30,664 47,132 46,626 32,252 18,440 8,417 2,660 ... 201,648

2000 ............... 63 1,469 5,983 14,329 25,550 26,775 20,134 12,185 5,475 1,718 ... 113,681

2001 ............... 64 1,362 5,282 12,873 23,058 25,151 19,289 11,631 5,410 1,714 ... 105,834

2002 ............... 53 1,346 4,954 12,242 21,039 24,009 18,737 11,170 5,411 1,824 ... 100,785

2003 ............... 36 1,291 4,909 11,648 19,469 22,985 18,277 10,853 5,331 1,860 2 96,661

2004 ............... 48 1,200 4,742 10,954 18,052 21,718 17,653 10,559 5,287 1,906 3 92,122

2005 ............... 32 1,096 4,593 10,203 16,821 20,559 17,139 10,244 5,233 1,905 62 87,887

2006 ............... 26 981 4,332 9,456 15,946 19,006 16,342 9,791 4,975 2,023 72 82,950

2007 ............... 23 856 4,134 8,882 14,814 17,391 15,502 9,638 4,789 2,078 119 78,226

2008 ............... 22 905 4,108 8,667 14,020 16,031 14,666 9,349 4,557 2,040 167 74,532

2009 ............... 17 1,004 4,283 8,955 13,932 15,480 14,365 9,361 4,477 2,064 153 74,091

2010 ............... 17 1,079 4,422 9,301 13,768 15,320 14,099 9,408 4,525 2,099 142 74,179

2011 ............... 17 1,118 4,601 9,517 13,509 15,209 13,809 9,401 4,568 2,052 180 73,981

2012 ............... 17 1,138 4,703 9,645 13,588 14,990 13,466 9,350 4,615 2,039 179 73,728

2013 ............... 16 1,100 4,686 9,640 13,487 14,699 13,031 9,178 4,589 2,007 167 72,599

2014 ............... 16 1,067 4,629 9,560 13,390 14,364 12,656 8,979 4,536 1,992 166 71,354

2015 ............... 15 1,038 4,555 9,446 13,354 14,047 12,389 8,752 4,477 1,976 164 70,214

2016 ............... 15 1,022 4,495 9,408 13,287 13,753 12,196 8,556 4,422 1,963 158 69,276

2017 ............... 15 1,017 4,455 9,360 13,228 13,657 11,999 8,376 4,368 1,959 160 68,594

2018 ............... 16 1,022 4,433 9,343 13,216 13,609 11,888 8,241 4,322 1,950 156 68,196

2019 ............... 16 1,032 4,443 9,349 13,222 13,624 11,813 8,163 4,288 1,943 159 68,051
DI Numbers

71

Sources:

• Historical award ratios computed by dividing number of awards to aged spouses 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 aged wives and husbands computed by applying projected award ratios to the number of awards to male and female disabled workers, respectively.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.A41.—DI Awards to Aged Spouses of Disabled Workers

(Calendar years 1980-2019)

Year

Awards to disabled workers Awards to aged wives Awards to aged husbands Awards to total aged spouses

Males Females Total

Ratio to male

disabled worker

awards (per 100) Number

Ratio to female

disabled worker

awards (per 100) Number

Ratio to total

disabled worker

awards (per 100) Number

1980 ........... 291,189 129,087 420,276 11.20 32,603 0.75 968 7.99 33,571

1981 ........... 264,652 116,364 381,016 11.49 30,411 .76 885 8.21 31,296

1982 ........... 233,582 102,473 336,055 13.51 31,548 .82 836 9.64 32,384

1983 ........... 296,494 131,967 428,461 11.16 33,100 .68 901 7.94 34,001

1984 ........... 280,270 129,700 409,970 11.38 31,893 .72 931 8.01 32,824

1985 ........... 281,090 135,013 416,103 11.53 32,399 .66 888 8.00 33,287

1986 ........... 284,402 140,475 424,877 11.27 32,061 .66 927 7.76 32,988

1987 ........... 278,960 141,335 420,295 10.95 30,545 .63 884 7.48 31,429

1988 ........... 273,242 142,089 415,331 10.37 28,322 .61 865 7.03 29,187

1989 ........... 278,766 151,912 430,678 9.44 26,325 .55 834 6.31 27,159

1990 ........... 303,616 168,487 472,103 8.29 25,154 .42 710 5.48 25,864

1991 ........... 343,439 197,355 540,794 7.11 24,427 .34 662 4.64 25,089

1992 ........... 402,687 239,402 642,089 6.30 25,369 .30 712 4.06 26,081

1993 ........... 394,418 242,970 637,388 6.46 25,481 .33 802 4.12 26,283

1994 ........... 381,442 250,431 631,873 6.35 24,220 .30 754 3.95 24,974

1995 ........... 378,526 267,119 645,645 6.03 22,816 .29 772 3.65 23,588

1996 ........... 355,471 268,783 624,254 6.12 21,746 .28 760 3.61 22,506

1997 ........... 326,828 260,872 587,700 7.13 23,311 .28 732 4.09 24,043

1998 ........... 333,032 275,350 608,382 6.81 22,676 .27 753 3.85 23,429

1999 ........... 337,533 283,026 620,559 6.68 22,530 .29 824 3.76 23,354

2000 ........... 338,784 282,532 621,316 6.59 22,334 .33 921 3.74 23,255

2001 ........... 374,355 316,148 690,503 5.84 21,871 .31 984 3.31 22,855

2002 ........... 406,336 343,667 750,003 5.60 22,767 .35 1,198 3.20 23,965

2003 ........... 421,598 355,862 777,460 5.74 24,194 .35 1,235 3.27 25,429

2004 ........... 428,672 367,103 795,775 6.06 25,983 .40 1,475 3.45 27,458

2005 ........... 444,309 385,374 829,683 6.42 28,544 .43 1,660 3.64 30,204

2006 ........... 427,247 376,559 803,806 6.38 27,273 .42 1,581 3.59 28,854

2007 ........... 435,934 382,530 818,464 6.49 28,291 .41 1,556 3.65 29,847

2008 ........... 473,896 416,494 890,390 6.48 30,722 .43 1,780 3.65 32,502

2009 ........... 528,656 455,868 984,524 6.66 35,226 .46 2,081 3.79 37,307

2010 ........... 581,105 510,205 1,091,310 6.78 39,399 .47 2,398 3.83 41,797

2011 ........... 569,027 488,689 1,057,716 6.90 39,263 .48 2,346 3.93 41,609

2012 ........... 559,932 482,883 1,042,815 7.02 39,307 .49 2,366 4.00 41,673

2013 ........... 511,965 443,102 955,067 7.14 36,554 .50 2,216 4.06 38,770

2014 ........... 493,449 427,884 921,333 7.27 35,874 .51 2,182 4.13 38,056

2015 ........... 484,767 421,366 906,132 7.27 35,243 .51 2,149 4.13 37,392

2016 ........... 481,487 419,452 900,940 7.27 35,004 .51 2,139 4.12 37,143

2017 ........... 481,097 420,124 901,221 7.27 34,976 .51 2,143 4.12 37,118

2018 ........... 483,697 423,564 907,261 7.27 35,165 .51 2,160 4.11 37,325

2019 ........... 487,119 427,886 915,005 7.27 35,414 .51 2,182 4.11 37,596
Benefit Payments

72

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 2010 Trustees Report intermediate set of assumptions.

Table III.A42.—DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980................ 1,948,253 291,189 145.45 304,544 1,934,898 4.64 8,970 1,925,928

1985................ 1,762,829 281,090 126.89 241,527 1,802,392 11.47 20,676 1,781,716

1986................ 1,802,392 284,402 123.91 240,949 1,845,845 12.09 22,311 1,823,534

1987................ 1,845,845 278,960 124.66 247,482 1,877,323 12.58 23,608 1,853,715

1988................ 1,877,323 273,242 123.98 249,688 1,900,877 14.46 27,493 1,873,384

1989................ 1,900,877 278,766 119.67 244,157 1,935,486 17.05 33,004 1,902,482

1990................ 1,935,486 303,616 115.54 241,161 1,997,941 17.19 34,334 1,963,607

1991................ 1,997,941 343,439 111.56 242,041 2,099,339 16.79 35,240 2,064,099

1992................ 2,099,339 402,687 108.62 249,900 2,252,126 15.92 35,842 2,216,284

1993................ 2,252,126 394,418 104.19 255,206 2,391,338 15.95 38,134 2,353,204

1994................ 2,391,338 381,442 100.86 260,438 2,512,342 17.25 43,330 2,469,012

1995................ 2,512,342 378,526 101.32 273,730 2,617,138 20.57 53,831 2,563,307

1996................ 2,617,138 355,471 96.02 268,373 2,704,236 24.31 65,735 2,638,501

1997................ 2,704,236 326,828 106.51 305,443 2,725,621 23.96 65,302 2,660,319

1998................ 2,725,621 333,032 88.88 257,059 2,801,594 25.10 70,329 2,731,265

1999................ 2,801,594 337,533 91.45 271,648 2,867,479 25.57 73,328 2,794,151

2000................ 2,867,479 338,784 93.06 282,601 2,923,662 24.54 71,731 2,851,931

2001................ 2,923,662 374,355 89.01 276,894 3,021,123 24.31 73,427 2,947,696

2002................ 3,021,123 406,336 88.85 286,490 3,140,969 23.50 73,820 3,067,149

2003................ 3,140,969 421,598 80.18 268,749 3,293,818 22.00 72,447 3,221,371

2004................ 3,293,818 428,672 78.18 274,259 3,448,231 21.62 74,544 3,373,687

2005................ 3,448,231 444,309 79.26 290,902 3,601,638 23.43 84,379 3,517,259

2006................ 3,601,638 427,247 76.82 293,101 3,735,784 24.80 92,663 3,643,121

2007................ 3,735,784 435,934 75.93 300,207 3,871,511 25.21 97,599 3,773,912

2008................ 3,871,511 473,896 77.98 320,365 4,025,042 24.97 100,518 3,924,524

2009................ 4,025,042 528,656 83.04 356,184 4,197,514 23.13 97,107 4,100,407

2010-I............. 4,197,514 147,601 21.84 93,290 4,251,825 23.09 98,174 4,153,651

2010-II............ 4,251,825 147,601 21.14 91,460 4,307,965 23.05 99,279 4,208,687

2010-III .......... 4,307,965 147,601 20.87 91,460 4,364,105 23.00 100,378 4,263,727

2010-IV .......... 4,364,105 138,303 20.22 89,631 4,412,777 22.96 101,301 4,311,476

2011-I ............. 4,412,777 144,533 20.97 94,028 4,463,282 22.90 102,205 4,361,077

2011-II............ 4,463,282 144,533 20.33 92,184 4,515,631 22.84 103,145 4,412,486

2011-III .......... 4,515,631 144,533 20.09 92,184 4,567,980 22.78 104,079 4,463,901

2011-IV .......... 4,567,980 135,428 19.49 90,340 4,613,068 22.73 104,842 4,508,226

2012-I............. 4,613,068 142,223 22.54 105,596 4,649,695 22.68 105,475 4,544,220

2012-II............ 4,649,695 142,223 21.93 103,525 4,688,393 22.64 106,151 4,582,242

2012-III .......... 4,688,393 142,223 21.75 103,525 4,727,091 22.60 106,824 4,620,266

2012-IV .......... 4,727,091 133,264 21.16 101,455 4,758,900 22.56 107,339 4,651,561

2013-I............. 4,758,900 130,039 23.64 114,046 4,774,893 22.52 107,541 4,667,352

2013-II............ 4,774,893 130,039 23.10 111,810 4,793,122 22.49 107,793 4,685,329

2013-III .......... 4,793,122 130,039 23.02 111,810 4,811,351 22.46 108,043 4,703,308

2013-IV .......... 4,811,351 121,848 22.49 109,574 4,823,625 22.42 108,159 4,715,466

2014-I............. 4,823,625 125,336 23.31 113,895 4,835,066 22.38 108,199 4,726,867

2014-II............ 4,835,066 125,336 22.80 111,662 4,848,739 22.33 108,287 4,740,452

2014-III .......... 4,848,739 125,336 22.74 111,662 4,862,413 22.29 108,375 4,754,038

2014-IV .......... 4,862,413 117,441 22.24 109,429 4,870,425 22.24 108,335 4,762,090

2015-I............. 4,870,425 123,131 23.40 115,423 4,878,133 22.20 108,281 4,769,851

2015-II............ 4,878,133 123,131 22.91 113,160 4,888,103 22.15 108,277 4,779,827

2015-III .......... 4,888,103 123,131 22.86 113,160 4,898,074 22.11 108,271 4,789,803

2015-IV .......... 4,898,074 115,375 22.38 110,897 4,902,552 22.06 108,144 4,794,408

2016-I............. 4,902,552 122,298 23.31 115,677 4,909,173 22.01 108,063 4,801,110

2016-II............ 4,909,173 122,298 22.82 113,409 4,918,061 21.97 108,031 4,810,030

2016-III .......... 4,918,061 122,298 22.78 113,409 4,926,950 21.92 107,998 4,818,952

2016-IV .......... 4,926,950 114,594 22.30 111,141 4,930,403 21.87 107,846 4,822,557

2017-I............. 4,930,403 122,199 23.54 117,509 4,935,092 21.83 107,749 4,827,343

2017-II............ 4,935,092 122,199 23.06 115,205 4,942,086 21.79 107,702 4,834,383

2017-III .......... 4,942,086 122,199 23.03 115,205 4,949,079 21.75 107,655 4,841,424

2017-IV .......... 4,949,079 114,501 22.55 112,901 4,950,679 21.71 107,490 4,843,189

2018-I............. 4,950,679 122,859 23.66 118,597 4,954,941 21.68 107,416 4,847,524

2018-II............ 4,954,941 122,859 23.18 116,272 4,961,528 21.65 107,393 4,854,135

2018-III .......... 4,961,528 122,859 23.15 116,272 4,968,115 21.61 107,369 4,860,746

2018-IV .......... 4,968,115 115,120 22.67 113,947 4,969,288 21.58 107,228 4,862,060

2019-I............. 4,969,288 123,728 23.77 119,578 4,973,439 21.55 107,183 4,866,256

2019-II............ 4,973,439 123,728 23.28 117,233 4,979,934 21.52 107,188 4,872,746

2019-III .......... 4,979,934 123,728 23.25 117,233 4,986,429 21.50 107,193 4,879,236

2019-IV .......... 4,986,429 115,934 22.78 114,888 4,987,475 21.47 107,080 4,880,395
DI Numbers

73

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 2010 Trustees Report intermediate set of assumptions.

Table III.A43.—DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980 ............... 934,371 129,087 130.23 130,093 933,365 3.14 2,933 930,432

1985 ............... 854,250 135,013 120.80 111,350 877,913 7.39 6,485 871,428

1986 ............... 877,913 140,475 116.46 110,419 907,969 7.58 6,880 901,089

1987 ............... 907,969 141,335 115.92 113,439 935,865 8.41 7,873 927,992

1988 ............... 935,865 142,089 114.64 115,430 962,524 10.23 9,849 952,675

1989 ............... 962,524 151,912 109.27 113,479 1,000,957 12.86 12,870 988,087

1990 ............... 1,000,957 168,487 104.05 112,917 1,056,527 12.73 13,451 1,043,076

1991 ............... 1,056,527 197,355 98.19 113,429 1,140,453 12.26 13,977 1,126,476

1992 ............... 1,140,453 239,402 93.57 117,911 1,261,944 11.51 14,519 1,247,425

1993 ............... 1,261,944 242,970 87.73 121,366 1,383,548 11.34 15,690 1,367,858

1994 ............... 1,383,548 250,431 84.26 127,129 1,506,850 11.75 17,701 1,489,149

1995 ............... 1,506,850 267,119 83.90 137,632 1,636,337 12.46 20,388 1,615,949

1996 ............... 1,636,337 268,783 80.25 142,098 1,763,022 13.17 23,212 1,739,810

1997 ............... 1,763,022 260,872 83.56 158,222 1,865,672 13.56 25,298 1,840,374

1998 ............... 1,865,672 275,350 76.36 152,984 1,988,038 14.27 28,361 1,959,677

1999 ............... 1,988,038 283,026 77.38 164,781 2,106,283 14.36 30,238 2,076,045

2000 ............... 2,106,283 282,532 78.36 176,126 2,212,689 13.09 28,974 2,183,715

2001 ............... 2,212,689 316,148 75.17 178,220 2,350,617 12.97 30,488 2,320,129

2002 ............... 2,350,617 343,667 75.65 190,828 2,503,456 12.45 31,169 2,472,287

2003 ............... 2,503,456 355,862 67.89 182,035 2,677,283 11.22 30,034 2,647,249

2004 ............... 2,677,283 367,103 65.95 188,678 2,855,708 10.92 31,171 2,824,537

2005 ............... 2,855,708 385,374 66.82 203,685 3,037,397 11.74 35,667 3,001,730

2006 ............... 3,037,397 376,559 65.27 210,546 3,203,410 12.37 39,613 3,163,797

2007 ............... 3,203,410 382,530 64.22 218,014 3,367,926 12.80 43,115 3,324,811

2008 ............... 3,367,926 416,494 66.39 237,403 3,547,017 12.64 44,850 3,502,167

2009 ............... 3,547,017 455,868 71.91 271,464 3,731,421 11.74 43,809 3,687,612

2010-I............. 3,731,421 129,592 18.79 71,326 3,789,687 11.72 44,412 3,745,275

2010-II ........... 3,789,687 129,592 18.14 69,927 3,849,352 11.70 45,029 3,804,323

2010-III.......... 3,849,352 129,592 17.87 69,927 3,909,017 11.68 45,643 3,863,374

2010-IV.......... 3,909,017 121,429 17.26 68,529 3,961,917 11.66 46,176 3,915,741

2011-I............. 3,961,917 124,127 17.91 72,075 4,013,969 11.63 46,660 3,967,309

2011-II ........... 4,013,969 124,127 17.34 70,662 4,067,434 11.59 47,158 4,020,276

2011-III .......... 4,067,434 124,127 17.11 70,662 4,120,900 11.56 47,653 4,073,247

2011-IV.......... 4,120,900 116,308 16.57 69,249 4,167,959 11.53 48,070 4,119,889

2012-I............. 4,167,959 122,652 19.51 82,500 4,208,111 11.51 48,432 4,159,679

2012-II ........... 4,208,111 122,652 18.95 80,883 4,249,880 11.49 48,810 4,201,070

2012-III.......... 4,249,880 122,652 18.76 80,883 4,291,650 11.46 49,186 4,242,463

2012-IV.......... 4,291,650 114,926 18.23 79,265 4,327,311 11.44 49,491 4,277,820

2013-I............. 4,327,311 112,548 20.51 89,904 4,349,955 11.42 49,657 4,300,298

2013-II ........... 4,349,955 112,548 20.00 88,141 4,374,362 11.39 49,842 4,324,520

2013-III.......... 4,374,362 112,548 19.89 88,141 4,398,769 11.37 50,026 4,348,743

2013-IV.......... 4,398,769 105,458 19.40 86,378 4,417,849 11.35 50,148 4,367,701

2014-I............. 4,417,849 108,683 20.34 90,953 4,435,579 11.33 50,234 4,385,345

2014-II ........... 4,435,579 108,683 19.86 89,169 4,455,092 11.30 50,339 4,404,753

2014-III.......... 4,455,092 108,683 19.77 89,169 4,474,605 11.27 50,443 4,424,162

2014-IV.......... 4,474,605 101,836 19.31 87,386 4,489,055 11.25 50,489 4,438,566

2015-I............. 4,489,055 107,027 20.45 92,914 4,503,168 11.22 50,531 4,452,637

2015-II ........... 4,503,168 107,027 19.99 91,092 4,519,103 11.20 50,593 4,468,510

2015-III.......... 4,519,103 107,027 19.92 91,092 4,535,038 11.17 50,654 4,484,384

2015-IV.......... 4,535,038 100,285 19.47 89,270 4,546,053 11.14 50,660 4,495,393

2016-I............. 4,546,053 106,541 20.46 94,104 4,558,490 11.12 50,684 4,507,806

2016-II ........... 4,558,490 106,541 20.01 92,259 4,572,772 11.09 50,729 4,522,043

2016-III.......... 4,572,772 106,541 19.94 92,259 4,587,054 11.07 50,772 4,536,282

2016-IV.......... 4,587,054 99,830 19.50 90,414 4,596,470 11.04 50,761 4,545,709

2017-I............. 4,596,470 106,711 20.85 96,927 4,606,254 11.02 50,770 4,555,484

2017-II ........... 4,606,254 106,711 20.39 95,027 4,617,939 11.00 50,800 4,567,139

2017-III.......... 4,617,939 106,711 20.34 95,027 4,629,624 10.98 50,830 4,578,794

2017-IV.......... 4,629,624 99,990 19.90 93,126 4,636,487 10.96 50,806 4,585,681

2018-I............. 4,636,487 107,585 21.09 98,929 4,645,143 10.94 50,819 4,594,324

2018-II ........... 4,645,143 107,585 20.64 96,989 4,655,739 10.92 50,852 4,604,886

2018-III.......... 4,655,739 107,585 20.59 96,989 4,666,334 10.91 50,886 4,615,449

2018-IV.......... 4,666,334 100,808 20.15 95,050 4,672,093 10.89 50,866 4,621,227

2019-I............. 4,672,093 108,683 21.26 100,484 4,680,293 10.87 50,887 4,629,405

2019-II ........... 4,680,293 108,683 20.81 98,513 4,690,462 10.86 50,930 4,639,533

2019-III.......... 4,690,462 108,683 20.76 98,513 4,700,632 10.84 50,972 4,649,660

2019-IV.......... 4,700,632 101,837 20.32 96,543 4,705,926 10.83 50,961 4,654,965
Benefit Payments

74

Calendar years 1980-2009, and calendar quarters 2010-19

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 2010 Trustees Report intermediate set of assumptions.

Table III.A44.—DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980................ 2,882,624 420,276 140.53 434,637 2,868,263 4.15 11,903 2,856,360

1985................ 2,617,079 416,103 124.91 352,877 2,680,305 10.13 27,161 2,653,144

1986................ 2,680,305 424,877 121.47 351,368 2,753,814 10.60 29,191 2,724,623

1987................ 2,753,814 420,295 121.77 360,921 2,813,188 11.19 31,481 2,781,707

1988................ 2,813,188 415,331 120.87 365,118 2,863,401 13.04 37,342 2,826,059

1989................ 2,863,401 430,678 116.16 357,636 2,936,443 15.62 45,874 2,890,569

1990................ 2,936,443 472,103 111.61 354,078 3,054,468 15.64 47,785 3,006,683

1991................ 3,054,468 540,794 106.91 355,470 3,239,792 15.19 49,217 3,190,575

1992................ 3,239,792 642,089 103.29 367,811 3,514,070 14.33 50,361 3,463,709

1993................ 3,514,070 637,388 98.25 376,572 3,774,886 14.26 53,824 3,721,062

1994................ 3,774,886 631,873 94.74 387,567 4,019,192 15.19 61,031 3,958,161

1995................ 4,019,192 645,645 94.74 411,362 4,253,475 17.45 74,219 4,179,256

1996................ 4,253,475 624,254 89.91 410,471 4,467,258 19.91 88,947 4,378,311

1997................ 4,467,258 587,700 97.39 463,665 4,591,293 19.73 90,600 4,500,693

1998................ 4,591,293 608,382 83.76 410,043 4,789,632 20.61 98,690 4,690,942

1999................ 4,789,632 620,559 85.58 436,429 4,973,762 20.82 103,566 4,870,196

2000................ 4,973,762 621,316 86.81 458,727 5,136,351 19.61 100,705 5,035,646

2001................ 5,136,351 690,503 83.03 455,114 5,371,740 19.35 103,915 5,267,825

2002................ 5,371,740 750,003 83.06 477,318 5,644,425 18.60 104,989 5,539,436

2003................ 5,644,425 777,460 74.72 450,784 5,971,101 17.16 102,481 5,868,620

2004................ 5,971,101 795,775 72.69 462,937 6,303,939 16.77 105,715 6,198,224

2005................ 6,303,939 829,683 73.61 494,587 6,639,035 18.08 120,046 6,518,989

2006................ 6,639,035 803,806 71.53 503,647 6,939,194 19.06 132,276 6,806,918

2007................ 6,939,194 818,464 70.52 518,221 7,239,437 19.44 140,714 7,098,723

2008................ 7,239,437 890,390 72.58 557,768 7,572,059 19.20 145,368 7,426,691

2009................ 7,572,059 984,524 77.83 627,648 7,928,935 17.77 140,916 7,788,019

2010-I............. 7,928,935 277,193 20.41 164,616 8,041,512 17.73 142,586 7,898,926

2010-II............ 8,041,512 277,193 19.73 161,388 8,157,317 17.69 144,307 8,013,010

2010-III .......... 8,157,317 277,193 19.45 161,388 8,273,122 17.65 146,021 8,127,101

2010-IV .......... 8,273,122 259,732 18.82 158,160 8,374,694 17.61 147,477 8,227,217

2011-I ............. 8,374,694 268,660 19.52 166,103 8,477,251 17.56 148,865 8,328,386

2011-II............ 8,477,251 268,660 18.91 162,846 8,583,065 17.51 150,303 8,432,762

2011-III .......... 8,583,065 268,660 18.68 162,846 8,688,879 17.46 151,732 8,537,148

2011-IV .......... 8,688,879 251,736 18.11 159,589 8,781,027 17.41 152,912 8,628,115

2012-I............. 8,781,027 264,875 21.10 188,096 8,857,806 17.38 153,907 8,703,900

2012-II............ 8,857,806 264,875 20.51 184,408 8,938,273 17.34 154,961 8,783,312

2012-III .......... 8,938,273 264,875 20.33 184,408 9,018,741 17.30 156,011 8,862,730

2012-IV .......... 9,018,741 248,190 19.77 180,720 9,086,211 17.26 156,830 8,929,381

2013-I............. 9,086,211 242,587 22.15 203,950 9,124,848 17.23 157,198 8,967,650

2013-II............ 9,124,848 242,587 21.63 199,951 9,167,484 17.20 157,635 9,009,849

2013-III .......... 9,167,484 242,587 21.53 199,951 9,210,120 17.16 158,069 9,052,051

2013-IV .......... 9,210,120 227,306 21.02 195,952 9,241,474 17.13 158,307 9,083,167

2014-I............. 9,241,474 234,019 21.89 204,848 9,270,644 17.09 158,433 9,112,212

2014-II............ 9,270,644 234,019 21.39 200,832 9,303,831 17.05 158,626 9,145,205

2014-III .......... 9,303,831 234,019 21.32 200,832 9,337,018 17.01 158,818 9,178,200

2014-IV .......... 9,337,018 219,277 20.83 196,815 9,359,480 16.97 158,824 9,200,656

2015-I............. 9,359,480 230,158 21.99 208,337 9,381,301 16.93 158,812 9,222,488

2015-II............ 9,381,301 230,158 21.51 204,252 9,407,207 16.89 158,870 9,248,336

2015-III .......... 9,407,207 230,158 21.45 204,252 9,433,112 16.85 158,926 9,274,186

2015-IV .......... 9,433,112 215,660 20.98 200,167 9,448,605 16.81 158,804 9,289,801

2016-I............. 9,448,605 228,839 21.94 209,781 9,467,662 16.77 158,747 9,308,915

2016-II............ 9,467,662 228,839 21.46 205,668 9,490,833 16.73 158,760 9,332,074

2016-III .......... 9,490,833 228,839 21.41 205,668 9,514,004 16.69 158,770 9,355,234

2016-IV .......... 9,514,004 214,423 20.95 201,554 9,526,873 16.65 158,607 9,368,266

2017-I............. 9,526,873 228,910 22.24 214,437 9,541,346 16.61 158,520 9,382,827

2017-II............ 9,541,346 228,910 21.77 210,232 9,560,025 16.58 158,503 9,401,522

2017-III .......... 9,560,025 228,910 21.73 210,232 9,578,703 16.55 158,485 9,420,218

2017-IV .......... 9,578,703 214,491 21.27 206,027 9,587,166 16.51 158,296 9,428,870

2018-I............. 9,587,166 230,444 22.42 217,527 9,600,084 16.48 158,235 9,441,848

2018-II............ 9,600,084 230,444 21.95 213,262 9,617,266 16.45 158,245 9,459,021

2018-III .......... 9,617,266 230,444 21.91 213,262 9,634,449 16.43 158,255 9,476,194

2018-IV .......... 9,634,449 215,928 21.45 208,996 9,641,381 16.40 158,094 9,483,287

2019-I............. 9,641,381 232,411 22.55 220,061 9,653,731 16.37 158,070 9,495,661

2019-II............ 9,653,731 232,411 22.08 215,746 9,670,396 16.35 158,118 9,512,278

2019-III .......... 9,670,396 232,411 22.05 215,746 9,687,061 16.33 158,165 9,528,897

2019-IV .......... 9,687,061 217,771 21.58 211,431 9,693,401 16.30 158,041 9,535,360
DI Numbers

75

Calendar years 1980-2009, and calendar quarters 2010-19

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 2010 Trustees Report intermediate set of assumptions.

Table III.A45.—DI Young Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980 ............... 415,566 74,922 198.05 89,720 400,768 39.78 15,943 384,825

1985 ............... 240,504 48,494 172.89 45,773 243,225 76.54 18,617 224,608

1986 ............... 243,225 47,706 192.35 51,371 239,560 80.15 19,201 220,359

1987 ............... 239,560 43,364 197.57 51,613 231,311 86.97 20,116 211,195

1988 ............... 231,311 42,588 218.40 55,168 218,731 92.59 20,252 198,479

1989 ............... 218,731 40,275 167.11 39,918 219,088 98.45 21,570 197,518

1990 ............... 219,088 41,862 180.90 43,419 217,531 102.84 22,370 195,161

1991 ............... 217,531 45,548 178.68 42,937 220,142 106.91 23,535 196,607

1992 ............... 220,142 49,806 170.13 41,689 228,259 141.02 32,189 196,070

1993 ............... 228,259 42,005 158.92 39,613 230,651 137.20 31,646 199,005

1994 ............... 230,651 39,603 155.57 38,964 231,290 137.28 31,752 199,538

1995 ............... 231,290 35,803 160.46 39,986 227,107 138.52 31,459 195,648

1996 ............... 227,107 29,901 155.67 37,682 219,326 260.19 57,067 162,259

1997 ............... 219,326 23,698 163.51 37,800 205,224 278.89 57,234 147,990

1998 ............... 205,224 23,696 173.10 37,576 191,344 310.37 59,387 131,957

1999 ............... 191,344 20,895 164.61 33,216 179,023 328.77 58,857 120,166

2000 ............... 179,023 19,667 165.28 31,215 167,475 333.80 55,903 111,572

2001 ............... 167,475 18,957 166.47 29,457 156,975 338.71 53,169 103,806

2002 ............... 156,975 20,611 173.27 28,985 148,601 335.23 49,816 98,785

2003 ............... 148,601 20,570 171.04 27,175 141,996 333.14 47,304 94,692

2004 ............... 141,996 18,984 175.32 26,559 134,421 328.74 44,189 90,232

2005 ............... 134,421 17,963 172.76 24,774 127,610 325.59 41,549 86,061

2006 ............... 127,610 15,964 170.17 23,073 120,501 326.15 39,301 81,200

2007 ............... 120,501 15,462 169.65 21,755 114,208 329.87 37,674 76,534

2008 ............... 114,208 15,932 169.97 20,766 109,374 334.05 36,536 72,838

2009 ............... 109,374 17,033 166.59 19,639 106,768 323.22 34,509 72,259

2010-I............. 106,768 4,958 44.82 4,896 106,830 323.03 34,509 72,320

2010-II ........... 106,830 4,958 44.79 4,896 106,892 322.85 34,510 72,382

2010-III.......... 106,892 4,958 44.77 4,896 106,953 322.67 34,510 72,443

2010-IV.......... 106,953 4,646 44.80 4,896 106,703 322.48 34,410 72,293

2011-I............. 106,703 4,833 44.56 4,862 106,673 322.37 34,388 72,285

2011-II ........... 106,673 4,833 44.57 4,862 106,644 322.26 34,367 72,277

2011-III .......... 106,644 4,833 44.58 4,862 106,614 322.14 34,345 72,269

2011-IV.......... 106,614 4,528 44.66 4,862 106,280 322.03 34,225 72,055

2012-I............. 106,280 4,795 44.48 4,834 106,240 321.96 34,205 72,035

2012-II ........... 106,240 4,795 44.50 4,834 106,201 321.90 34,186 72,015

2012-III.......... 106,201 4,795 44.52 4,834 106,161 321.83 34,166 71,995

2012-IV.......... 106,161 4,492 44.59 4,834 105,819 321.77 34,049 71,770

2013-I............. 105,819 4,417 44.15 4,769 105,467 321.72 33,931 71,535

2013-II ........... 105,467 4,417 44.29 4,769 105,114 321.68 33,813 71,301

2013-III.......... 105,114 4,417 44.44 4,769 104,762 321.64 33,695 71,066

2013-IV.......... 104,762 4,138 44.64 4,769 104,131 321.60 33,488 70,643

2014-I............. 104,131 4,285 44.00 4,676 103,740 321.58 33,360 70,380

2014-II ........... 103,740 4,285 44.16 4,676 103,349 321.56 33,233 70,117

2014-III.......... 103,349 4,285 44.33 4,676 102,959 321.54 33,105 69,853

2014-IV.......... 102,959 4,015 44.55 4,676 102,298 321.52 32,891 69,407

2015-I............. 102,298 4,237 43.94 4,588 101,947 321.51 32,777 69,170

2015-II ........... 101,947 4,237 44.09 4,588 101,597 321.50 32,663 68,934

2015-III.......... 101,597 4,237 44.24 4,588 101,246 321.49 32,550 68,697

2015-IV.......... 101,246 3,971 44.44 4,588 100,629 321.48 32,350 68,279

2016-I............. 100,629 4,236 43.90 4,511 100,355 321.48 32,262 68,093

2016-II ........... 100,355 4,236 44.02 4,511 100,080 321.48 32,174 67,907

2016-III.......... 100,080 4,236 44.14 4,511 99,806 321.48 32,086 67,720

2016-IV.......... 99,806 3,969 44.31 4,511 99,265 321.48 31,912 67,353

2017-I............. 99,265 4,267 43.87 4,449 99,083 321.49 31,854 67,229

2017-II ........... 99,083 4,267 43.95 4,449 98,902 321.49 31,796 67,106

2017-III.......... 98,902 4,267 44.03 4,449 98,720 321.50 31,738 66,982

2017-IV.......... 98,720 3,998 44.17 4,449 98,270 321.50 31,594 66,676

2018-I............. 98,270 4,328 43.87 4,405 98,192 321.50 31,569 66,623

2018-II ........... 98,192 4,328 43.90 4,405 98,114 321.50 31,544 66,570

2018-III.......... 98,114 4,328 43.93 4,405 98,036 321.50 31,519 66,518

2018-IV.......... 98,036 4,055 44.03 4,405 97,686 321.50 31,406 66,280

2019-I............. 97,686 4,394 43.85 4,380 97,701 321.51 31,412 66,289

2019-II ........... 97,701 4,394 43.84 4,380 97,716 321.51 31,417 66,299

2019-III.......... 97,716 4,394 43.83 4,380 97,731 321.52 31,423 66,308

2019-IV.......... 97,731 4,118 43.89 4,380 97,469 321.53 31,339 66,130
Benefit Payments

76

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 2010 Trustees Report intermediate set of assumptions.

Table III.A46.—DI Young Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1983-2009, and calendar quarters 2010-19)

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................ 3 2,403 213.25 257 2,149 36.30 78 2,071

1985................ 5,826 1,692 250.90 1,674 5,844 973.65 5,690 154

1986................ 5,844 1,704 282.56 1,892 5,656 221.71 1,254 4,402

1987................ 5,656 1,675 184.03 1,195 6,136 228.00 1,399 4,737

1988................ 6,136 1,605 204.37 1,418 6,323 234.07 1,480 4,843

1989................ 6,323 1,256 140.84 979 6,600 244.70 1,615 4,985

1990................ 6,600 1,404 153.25 1,119 6,885 253.74 1,747 5,138

1991................ 6,885 1,721 157.90 1,223 7,383 250.98 1,853 5,530

1992................ 7,383 1,957 174.97 1,463 7,877 258.35 2,035 5,842

1993................ 7,877 1,696 106.13 926 8,647 270.04 2,335 6,312

1994................ 8,647 1,321 157.94 1,470 8,498 273.71 2,326 6,172

1995................ 8,498 1,193 150.53 1,369 8,322 279.02 2,322 6,000

1996................ 8,322 954 129.45 1,139 8,137 550.57 4,480 3,657

1997................ 8,137 1,078 206.09 1,788 7,427 580.18 4,309 3,118

1998................ 7,427 821 121.47 952 7,296 641.86 4,683 2,613

1999................ 7,296 754 136.45 1,047 7,003 650.15 4,553 2,450

2000................ 7,003 809 181.44 1,344 6,468 673.93 4,359 2,109

2001................ 6,468 849 154.66 1,066 6,251 675.57 4,223 2,028

2002................ 6,251 1,010 171.70 1,160 6,101 672.19 4,101 2,000

2003................ 6,101 1,171 176.03 1,177 6,095 676.95 4,126 1,969

2004................ 6,095 1,104 216.49 1,439 5,760 671.88 3,870 1,890

2005................ 5,760 1,036 193.06 1,212 5,584 672.99 3,758 1,826

2006................ 5,584 869 170.14 1,024 5,429 677.66 3,679 1,750

2007................ 5,429 887 173.01 1,016 5,300 680.76 3,608 1,692

2008................ 5,300 983 177.16 1,026 5,257 677.76 3,563 1,694

2009................ 5,257 1,061 166.74 965 5,353 657.76 3,521 1,832

2010-I............. 5,353 304 46.14 254 5,403 658.09 3,555 1,847

2010-II............ 5,403 304 45.73 254 5,452 658.42 3,590 1,862

2010-III .......... 5,452 304 45.33 254 5,502 658.75 3,624 1,877

2010-IV .......... 5,502 284 45.01 254 5,532 659.07 3,646 1,886

2011-I ............. 5,532 296 45.78 260 5,568 659.19 3,670 1,898

2011-II............ 5,568 296 45.49 260 5,604 659.31 3,695 1,909

2011-III .......... 5,604 296 45.20 260 5,640 659.42 3,719 1,921

2011-IV .......... 5,640 277 45.00 260 5,657 659.54 3,731 1,926

2012-I............. 5,657 294 45.70 265 5,685 659.55 3,750 1,936

2012-II............ 5,685 294 45.48 265 5,714 659.57 3,769 1,945

2012-III .......... 5,714 294 45.26 265 5,742 659.58 3,787 1,955

2012-IV .......... 5,742 275 45.11 265 5,752 659.60 3,794 1,958

2013-I............. 5,752 271 45.27 266 5,756 659.67 3,797 1,959

2013-II............ 5,756 271 45.24 266 5,760 659.74 3,800 1,960

2013-III .......... 5,760 271 45.21 266 5,764 659.81 3,803 1,961

2013-IV .......... 5,764 253 45.24 266 5,751 659.89 3,795 1,956

2014-I............. 5,751 262 45.22 266 5,747 659.86 3,792 1,955

2014-II............ 5,747 262 45.25 266 5,744 659.84 3,790 1,954

2014-III .......... 5,744 262 45.28 266 5,740 659.81 3,787 1,953

2014-IV .......... 5,740 246 45.37 266 5,720 659.79 3,774 1,946

2015-I............. 5,720 259 45.22 264 5,715 659.72 3,770 1,945

2015-II............ 5,715 259 45.26 264 5,710 659.65 3,766 1,943

2015-III .......... 5,710 259 45.30 264 5,705 659.58 3,763 1,942

2015-IV .......... 5,705 243 45.40 264 5,683 659.51 3,748 1,935

2016-I............. 5,683 259 45.25 263 5,679 659.62 3,746 1,933

2016-II............ 5,679 259 45.28 263 5,676 659.73 3,744 1,931

2016-III .......... 5,676 259 45.30 263 5,672 659.84 3,743 1,929

2016-IV .......... 5,672 243 45.40 263 5,652 659.94 3,730 1,922

2017-I............. 5,652 261 45.22 261 5,652 659.85 3,729 1,922

2017-II............ 5,652 261 45.23 261 5,651 659.76 3,728 1,923

2017-III .......... 5,651 261 45.23 261 5,651 659.66 3,728 1,923

2017-IV .......... 5,651 245 45.30 261 5,634 659.57 3,716 1,918

2018-I............. 5,634 265 45.22 261 5,638 659.66 3,719 1,919

2018-II............ 5,638 265 45.19 261 5,642 659.74 3,723 1,920

2018-III .......... 5,642 265 45.15 261 5,647 659.83 3,726 1,921

2018-IV .......... 5,647 248 45.19 261 5,634 659.92 3,718 1,916

2019-I............. 5,634 269 45.29 261 5,642 659.91 3,723 1,919

2019-II............ 5,642 269 45.23 261 5,649 659.90 3,728 1,921

2019-III .......... 5,649 269 45.17 261 5,657 659.89 3,733 1,924

2019-IV .......... 5,657 252 45.17 261 5,648 659.88 3,727 1,921
DI Numbers

77

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 2010 Trustees Report intermediate set of assumptions.

Table III.A47.—DI Aged Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980 ............... 75,923 32,603 352.81 32,538 75,988 9.95 756 75,232

1985 ............... 75,978 32,399 353.28 32,564 75,813 23.55 1,785 74,028

1986 ............... 75,813 32,061 351.10 32,246 75,628 23.67 1,790 73,838

1987 ............... 75,628 30,545 344.36 31,302 74,871 25.12 1,881 72,990

1988 ............... 74,871 28,322 343.00 30,538 72,655 27.54 2,001 70,654

1989 ............... 72,655 26,325 348.25 29,886 69,094 28.08 1,940 67,154

1990 ............... 69,094 25,154 350.56 28,631 65,617 30.98 2,033 63,584

1991 ............... 65,617 24,427 348.82 27,149 62,895 32.26 2,029 60,866

1992 ............... 62,895 25,369 352.90 26,672 61,592 33.38 2,056 59,536

1993 ............... 61,592 25,481 361.42 26,865 60,208 35.81 2,156 58,052

1994 ............... 60,208 24,220 358.77 25,946 58,482 36.58 2,139 56,343

1995 ............... 58,482 22,816 361.33 25,254 56,044 38.58 2,162 53,882

1996 ............... 56,044 21,746 356.38 23,848 53,942 40.10 2,163 51,779

1997 ............... 53,942 23,311 364.08 23,883 53,370 39.44 2,105 51,265

1998 ............... 53,370 22,676 356.58 23,074 52,972 41.78 2,213 50,759

1999 ............... 52,972 22,530 360.79 23,176 52,326 41.30 2,161 50,165

2000 ............... 52,326 22,334 367.97 23,364 51,296 41.43 2,125 49,171

2001 ............... 51,296 21,871 360.72 22,448 50,719 41.84 2,122 48,597

2002 ............... 50,719 22,767 367.17 22,802 50,684 45.02 2,282 48,402

2003 ............... 50,684 24,194 330.85 20,771 54,107 47.52 2,571 51,536

2004 ............... 54,107 25,983 285.61 19,164 60,926 49.80 3,034 57,892

2005 ............... 60,926 28,544 269.21 20,244 69,226 52.25 3,617 65,609

2006 ............... 69,226 27,273 278.10 23,044 73,455 53.57 3,935 69,520

2007 ............... 73,455 28,291 285.52 25,011 76,735 55.52 4,260 72,475

2008 ............... 76,735 30,722 291.84 26,877 80,580 55.19 4,447 76,133

2009 ............... 80,580 35,226 311.85 30,622 85,184 56.64 4,825 80,359

2010-I............. 85,184 10,007 87.70 7,909 87,282 56.60 4,940 82,342

2010-II ........... 87,282 10,007 87.70 8,093 89,196 56.55 5,044 84,152

2010-III.......... 89,196 10,007 87.70 8,261 90,942 56.51 5,139 85,803

2010-IV.......... 90,942 9,377 87.70 8,387 91,932 56.46 5,190 86,742

2011-I............. 91,932 9,973 87.70 8,500 93,405 56.41 5,269 88,136

2011-II ........... 93,405 9,973 87.70 8,629 94,749 56.37 5,341 89,408

2011-III .......... 94,749 9,973 87.70 8,747 95,975 56.32 5,406 90,569

2011-IV.......... 95,975 9,345 87.70 8,827 96,493 56.28 5,430 91,062

2012-I............. 96,493 9,984 87.70 8,900 97,576 56.23 5,487 92,090

2012-II ........... 97,576 9,984 87.70 8,995 98,565 56.19 5,538 93,027

2012-III.......... 98,565 9,984 87.70 9,082 99,467 56.14 5,584 93,883

2012-IV.......... 99,467 9,355 87.70 9,134 99,689 56.09 5,592 94,097

2013-I............. 99,689 9,285 87.70 9,150 99,824 56.05 5,595 94,229

2013-II ........... 99,824 9,285 87.70 9,162 99,947 56.00 5,597 94,350

2013-III.......... 99,947 9,285 87.70 9,172 100,059 55.96 5,599 94,460

2013-IV.......... 100,059 8,700 87.70 9,157 99,602 55.91 5,569 94,034

2014-I............. 99,602 9,112 87.70 9,135 99,580 55.87 5,563 94,017

2014-II ........... 99,580 9,112 87.70 9,133 99,559 55.82 5,557 94,002

2014-III.......... 99,559 9,112 87.70 9,131 99,540 55.77 5,552 93,988

2014-IV.......... 99,540 8,538 87.70 9,104 98,974 55.73 5,516 93,458

2015-I............. 98,974 8,952 87.70 9,073 98,853 55.68 5,504 93,349

2015-II ........... 98,853 8,952 87.70 9,062 98,743 55.64 5,494 93,249

2015-III.......... 98,743 8,952 87.70 9,052 98,642 55.59 5,484 93,158

2015-IV.......... 98,642 8,388 87.70 9,019 98,011 55.55 5,444 92,567

2016-I............. 98,011 8,891 87.70 8,985 97,917 55.50 5,434 92,482

2016-II ........... 97,917 8,891 87.70 8,977 97,831 55.46 5,425 92,405

2016-III.......... 97,831 8,891 87.70 8,970 97,752 55.41 5,416 92,336

2016-IV.......... 97,752 8,331 87.70 8,938 97,145 55.36 5,378 91,767

2017-I............. 97,145 8,884 87.70 8,909 97,119 55.32 5,372 91,747

2017-II ........... 97,119 8,884 87.70 8,907 97,096 55.27 5,367 91,730

2017-III.......... 97,096 8,884 87.70 8,905 97,075 55.23 5,361 91,714

2017-IV.......... 97,075 8,324 87.70 8,879 96,521 55.18 5,326 91,195

2018-I............. 96,521 8,932 87.70 8,857 96,596 55.14 5,326 91,270

2018-II ........... 96,596 8,932 87.70 8,863 96,665 55.09 5,325 91,340

2018-III.......... 96,665 8,932 87.70 8,869 96,728 55.04 5,324 91,403

2018-IV.......... 96,728 8,369 87.70 8,850 96,247 55.00 5,293 90,953

2019-I............. 96,247 8,995 87.70 8,835 96,407 54.95 5,298 91,109

2019-II ........... 96,407 8,995 87.70 8,849 96,552 54.91 5,301 91,251

2019-III.......... 96,552 8,995 87.70 8,862 96,685 54.86 5,304 91,381

2019-IV.......... 96,685 8,428 87.70 8,849 96,265 54.82 5,277 90,988
78

Benefit Payments

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 2010 Trustees Report intermediate set of assumptions.

Table III.A48.—DI Aged Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980 ............... 2,727 968 257.23 826 2,869 253.75 728 2,141

1985 ............... 3,018 888 239.11 828 3,078 503.57 1,550 1,528

1986 ............... 3,078 927 273.52 969 3,036 515.15 1,564 1,472

1987 ............... 3,036 884 248.10 863 3,057 526.33 1,609 1,448

1988 ............... 3,057 865 253.03 883 3,039 537.02 1,632 1,407

1989 ............... 3,039 834 264.72 915 2,958 528.40 1,563 1,395

1990 ............... 2,958 710 262.36 869 2,799 520.54 1,457 1,342

1991 ............... 2,799 662 246.04 770 2,691 496.84 1,337 1,354

1992 ............... 2,691 712 257.99 786 2,617 465.04 1,217 1,400

1993 ............... 2,617 802 237.90 718 2,701 445.39 1,203 1,498

1994 ............... 2,701 754 233.05 717 2,738 438.64 1,201 1,537

1995 ............... 2,738 772 232.51 726 2,784 431.39 1,201 1,583

1996 ............... 2,784 760 219.02 693 2,851 414.24 1,181 1,670

1997 ............... 2,851 732 232.94 749 2,834 408.61 1,158 1,676

1998 ............... 2,834 753 225.32 723 2,864 399.09 1,143 1,721

1999 ............... 2,864 824 213.98 701 2,987 391.70 1,170 1,817

2000 ............... 2,987 921 225.46 777 3,131 393.17 1,231 1,900

2001 ............... 3,131 984 231.89 840 3,275 391.76 1,283 1,992

2002 ............... 3,275 1,198 255.45 990 3,483 386.74 1,347 2,136

2003 ............... 3,483 1,235 225.50 925 3,793 384.13 1,457 2,336

2004 ............... 3,793 1,475 216.74 982 4,286 390.81 1,675 2,611

2005 ............... 4,286 1,660 212.03 1,085 4,861 397.24 1,931 2,930

2006 ............... 4,861 1,581 201.16 1,137 5,305 398.30 2,113 3,192

2007 ............... 5,305 1,556 180.61 1,099 5,762 392.40 2,261 3,501

2008 ............... 5,762 1,780 199.80 1,329 6,213 382.10 2,374 3,839

2009 ............... 6,213 2,081 198.72 1,441 6,853 381.29 2,613 4,240

2010-I............. 6,853 609 53.60 384 7,078 381.50 2,700 4,378

2010-II ........... 7,078 609 53.60 396 7,292 381.70 2,783 4,509

2010-III.......... 7,292 609 53.60 407 7,494 381.91 2,862 4,632

2010-IV.......... 7,494 571 53.60 417 7,647 382.11 2,922 4,725

2011-I............. 7,647 596 53.60 426 7,817 382.31 2,989 4,829

2011-II ........... 7,817 596 53.60 435 7,978 382.52 3,052 4,926

2011-III .......... 7,978 596 53.60 444 8,130 382.72 3,112 5,019

2011-IV.......... 8,130 558 53.60 451 8,238 382.93 3,155 5,083

2012-I............. 8,238 601 53.60 458 8,381 383.13 3,211 5,170

2012-II ........... 8,381 601 53.60 465 8,517 383.33 3,265 5,252

2012-III.......... 8,517 601 53.60 473 8,645 383.54 3,316 5,330

2012-IV.......... 8,645 563 53.60 478 8,730 383.74 3,350 5,380

2013-I............. 8,730 563 53.60 483 8,810 383.95 3,382 5,427

2013-II ........... 8,810 563 53.60 487 8,885 384.15 3,413 5,472

2013-III.......... 8,885 563 53.60 491 8,957 384.35 3,442 5,514

2013-IV.......... 8,957 527 53.60 494 8,990 384.56 3,457 5,533

2014-I............. 8,990 554 53.60 497 9,047 384.76 3,481 5,566

2014-II ........... 9,047 554 53.60 500 9,102 384.96 3,504 5,598

2014-III.......... 9,102 554 53.60 503 9,153 385.17 3,526 5,628

2014-IV.......... 9,153 519 53.60 505 9,168 385.37 3,533 5,635

2015-I............. 9,168 546 53.60 506 9,208 385.58 3,550 5,658

2015-II ........... 9,208 546 53.60 508 9,246 385.78 3,567 5,679

2015-III.......... 9,246 546 53.60 510 9,281 385.98 3,582 5,699

2015-IV.......... 9,281 511 53.60 511 9,282 386.19 3,584 5,697

2016-I............. 9,282 543 53.60 512 9,313 386.39 3,598 5,714

2016-II ........... 9,313 543 53.60 514 9,342 386.60 3,612 5,731

2016-III.......... 9,342 543 53.60 515 9,371 386.80 3,625 5,746

2016-IV.......... 9,371 509 53.60 516 9,364 387.00 3,624 5,740

2017-I............. 9,364 544 53.60 516 9,391 387.21 3,636 5,755

2017-II ........... 9,391 544 53.60 518 9,418 387.41 3,649 5,769

2017-III.......... 9,418 544 53.60 519 9,443 387.62 3,660 5,782

2017-IV.......... 9,443 510 53.60 520 9,433 387.82 3,658 5,775

2018-I............. 9,433 549 53.60 520 9,461 388.02 3,671 5,790

2018-II ........... 9,461 549 53.60 522 9,488 388.23 3,684 5,804

2018-III.......... 9,488 549 53.60 523 9,513 388.43 3,695 5,818

2018-IV.......... 9,513 514 53.60 524 9,504 388.64 3,694 5,810

2019-I............. 9,504 554 53.60 524 9,534 388.84 3,707 5,827

2019-II ........... 9,534 554 53.60 526 9,562 389.04 3,720 5,842

2019-III.......... 9,562 554 53.60 527 9,589 389.25 3,733 5,857

2019-IV.......... 9,589 519 53.60 528 9,581 389.45 3,731 5,849
DI Numbers

79

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 2010 Trustees Report intermediate set of assumptions.

Table III.A49.—DI Total Spouses of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980 ............... 494,216 108,500 224.41 123,083 479,633 36.34 17,429 462,204

1985 ............... 325,326 83,473 220.23 80,839 327,960 84.29 27,642 300,318

1986 ............... 327,960 82,398 234.26 86,478 323,880 73.51 23,809 300,071

1987 ............... 323,880 76,468 234.66 84,973 315,375 79.29 25,005 290,370

1988 ............... 315,375 73,380 249.97 88,007 300,748 84.34 25,365 275,383

1989 ............... 300,748 68,690 213.96 71,698 297,740 89.64 26,688 271,052

1990 ............... 297,740 69,130 222.80 74,038 292,832 94.28 27,607 265,225

1991 ............... 292,832 72,358 219.08 72,079 293,111 98.10 28,754 264,357

1992 ............... 293,111 77,844 212.66 70,610 300,345 124.85 37,497 262,848

1993 ............... 300,345 69,984 203.15 68,122 302,207 123.56 37,340 264,867

1994 ............... 302,207 65,898 200.20 67,097 301,008 124.31 37,418 263,590

1995 ............... 301,008 60,584 203.25 67,335 294,257 126.23 37,144 257,113

1996 ............... 294,257 53,361 197.43 63,362 284,256 228.28 64,891 219,365

1997 ............... 284,256 48,819 208.06 64,220 268,855 241.04 64,806 204,049

1998 ............... 268,855 47,946 212.84 62,325 254,476 264.96 67,426 187,050

1999 ............... 254,476 45,003 209.91 58,140 241,339 276.55 66,741 174,598

2000 ............... 241,339 43,731 215.42 56,700 228,370 278.57 63,618 164,752

2001 ............... 228,370 42,661 215.50 53,811 217,220 279.89 60,797 156,423

2002 ............... 217,220 45,586 224.73 53,937 208,869 275.51 57,546 151,323

2003 ............... 208,869 47,170 215.30 50,048 205,991 269.23 55,458 150,533

2004 ............... 205,991 47,546 209.54 48,144 205,393 256.91 52,768 152,625

2005 ............... 205,393 49,203 205.72 47,315 207,281 245.34 50,855 156,426

2006 ............... 207,281 45,687 209.79 48,278 204,690 239.52 49,028 155,662

2007 ............... 204,690 46,196 214.59 48,881 202,005 236.64 47,803 154,202

2008 ............... 202,005 49,417 220.53 49,998 201,424 232.94 46,920 154,504

2009 ............... 201,424 55,401 229.86 52,667 204,158 222.71 45,468 158,690

2010-I............. 204,158 15,878 63.38 13,443 206,593 221.23 45,705 160,888

2010-II ........... 206,593 15,878 63.58 13,639 208,831 219.92 45,927 162,904

2010-III.......... 208,831 15,878 63.75 13,818 210,891 218.76 46,135 164,756

2010-IV.......... 210,891 14,878 63.91 13,954 211,814 217.97 46,169 165,646

2011-I............. 211,814 15,697 63.95 14,048 213,464 216.98 46,317 167,147

2011-II ........... 213,464 15,697 64.10 14,186 214,975 216.09 46,454 168,521

2011-III .......... 214,975 15,697 64.23 14,313 216,359 215.30 46,581 169,778

2011-IV.......... 216,359 14,708 64.37 14,400 216,668 214.80 46,541 170,127

2012-I............. 216,668 15,673 64.40 14,457 217,883 214.12 46,653 171,230

2012-II ........... 217,883 15,673 64.51 14,560 218,996 213.51 46,757 172,240

2012-III.......... 218,996 15,673 64.60 14,654 220,016 212.95 46,853 173,162

2012-IV.......... 220,016 14,686 64.71 14,711 219,990 212.67 46,785 173,205

2013-I............. 219,990 14,535 64.55 14,668 219,856 212.44 46,706 173,151

2013-II ........... 219,856 14,535 64.65 14,684 219,706 212.21 46,624 173,082

2013-III.......... 219,706 14,535 64.76 14,699 219,542 211.99 46,540 173,002

2013-IV.......... 219,542 13,619 64.88 14,686 218,474 211.97 46,309 172,165

2014-I............. 218,474 14,214 64.60 14,573 218,115 211.80 46,197 171,918

2014-II ........... 218,115 14,214 64.71 14,574 217,754 211.63 46,084 171,670

2014-III.......... 217,754 14,214 64.82 14,576 217,392 211.46 45,970 171,422

2014-IV.......... 217,392 13,318 64.94 14,551 216,160 211.48 45,714 170,446

2015-I............. 216,160 13,994 64.67 14,431 215,723 211.39 45,602 170,121

2015-II ........... 215,723 13,994 64.76 14,423 215,295 211.29 45,490 169,805

2015-III.......... 215,295 13,994 64.85 14,415 214,874 211.19 45,378 169,496

2015-IV.......... 214,874 13,113 64.95 14,382 213,605 211.26 45,127 168,478

2016-I............. 213,605 13,930 64.70 14,271 213,264 211.20 45,041 168,223

2016-II ........... 213,264 13,930 64.77 14,264 212,929 211.13 44,955 167,974

2016-III.......... 212,929 13,930 64.84 14,258 212,601 211.05 44,869 167,731

2016-IV.......... 212,601 13,052 64.93 14,228 211,425 211.16 44,644 166,781

2017-I............. 211,425 13,956 64.72 14,136 211,246 211.09 44,592 166,654

2017-II ........... 211,246 13,956 64.77 14,135 211,067 211.02 44,540 166,527

2017-III.......... 211,067 13,956 64.82 14,134 210,889 210.95 44,487 166,402

2017-IV.......... 210,889 13,077 64.89 14,108 209,858 211.07 44,294 165,563

2018-I............. 209,858 14,073 64.75 14,043 209,888 210.99 44,285 165,603

2018-II ........... 209,888 14,073 64.78 14,051 209,910 210.92 44,275 165,635

2018-III.......... 209,910 14,073 64.80 14,059 209,924 210.86 44,264 165,660

2018-IV.......... 209,924 13,187 64.84 14,040 209,071 210.99 44,111 164,960

2019-I............. 209,071 14,213 64.76 14,000 209,283 210.91 44,139 165,144

2019-II ........... 209,283 14,213 64.77 14,016 209,480 210.84 44,167 165,313

2019-III.......... 209,480 14,213 64.78 14,030 209,663 210.78 44,192 165,470

2019-IV.......... 209,663 13,317 64.80 14,018 208,963 210.92 44,074 164,889
Benefit Payments

80

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 2010 Trustees Report intermediate set of assumptions.

Table III.A50.—DI Minor Children of Disabled Workers With Benefits In Force,

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980................ 1,254,879 233,058 209.55 287,375 1,200,562 12.45 14,944 1,185,618

1985................ 904,091 190,167 149.18 149,059 945,199 59.45 56,193 889,006

1986................ 945,199 197,952 157.93 164,905 978,246 68.61 67,117 911,129

1987................ 978,246 192,894 171.10 183,878 987,262 76.44 75,467 911,795

1988................ 987,262 196,564 180.77 196,230 987,596 86.25 85,183 902,413

1989................ 987,596 198,379 180.51 196,174 989,801 90.22 89,298 900,503

1990................ 989,801 217,668 166.93 183,394 1,024,075 95.20 97,491 926,584

1991................ 1,024,075 249,477 157.08 180,456 1,093,096 98.60 107,777 985,319

1992................ 1,093,096 305,414 149.47 186,208 1,212,302 105.80 128,266 1,084,036

1993................ 1,212,302 316,277 147.65 202,339 1,326,240 109.72 145,508 1,180,732

1994................ 1,326,240 325,827 147.66 219,888 1,432,179 112.74 161,460 1,270,719

1995................ 1,432,179 314,328 153.87 244,551 1,501,956 115.41 173,340 1,328,616

1996................ 1,501,956 310,220 152.58 252,839 1,559,337 116.87 182,243 1,377,094

1997................ 1,559,337 277,299 177.13 300,759 1,535,877 118.62 182,184 1,353,693

1998................ 1,535,877 279,063 156.31 261,875 1,553,065 123.79 192,259 1,360,806

1999................ 1,553,065 283,531 156.14 264,623 1,571,973 125.16 196,751 1,375,222

2000................ 1,571,973 271,558 160.36 273,861 1,569,670 124.49 195,406 1,374,264

2001................ 1,569,670 283,800 156.89 268,527 1,584,943 126.13 199,906 1,385,037

2002................ 1,584,943 319,879 159.05 277,531 1,627,291 126.15 205,289 1,422,002

2003................ 1,627,291 329,532 154.61 277,065 1,679,758 130.00 218,370 1,461,388

2004................ 1,679,758 325,117 158.93 292,795 1,712,080 132.57 226,963 1,485,117

2005................ 1,712,080 351,718 160.20 302,445 1,761,353 139.15 245,083 1,516,270

2006................ 1,761,353 325,926 155.20 298,660 1,788,619 144.51 258,464 1,530,155

2007................ 1,788,619 321,966 155.75 303,640 1,806,945 150.53 271,991 1,534,954

2008................ 1,806,945 348,430 159.93 316,842 1,838,533 155.82 286,486 1,552,047

2009................ 1,838,533 380,907 156.98 318,512 1,900,928 159.12 302,484 1,598,444

2010-I............. 1,900,928 108,085 42.24 82,581 1,926,432 159.14 306,567 1,619,866

2010-II............ 1,926,432 108,085 41.70 82,581 1,951,937 159.15 310,650 1,641,287

2010-III .......... 1,951,937 108,085 41.17 82,581 1,977,441 159.16 314,734 1,662,707

2010-IV .......... 1,977,441 101,277 40.72 82,581 1,996,137 159.18 317,735 1,678,402

2011-I ............. 1,996,137 104,944 41.31 84,627 2,016,453 159.19 320,993 1,695,460

2011-II............ 2,016,453 104,944 40.90 84,627 2,036,769 159.20 324,252 1,712,518

2011-III .......... 2,036,769 104,944 40.51 84,627 2,057,085 159.21 327,511 1,729,575

2011-IV .......... 2,057,085 98,333 40.18 84,627 2,070,791 159.22 329,718 1,741,073

2012-I............. 2,070,791 103,789 40.58 86,133 2,088,447 159.23 332,548 1,755,900

2012-II............ 2,088,447 103,789 40.24 86,133 2,106,104 159.24 335,378 1,770,726

2012-III .......... 2,106,104 103,789 39.91 86,133 2,123,760 159.25 338,208 1,785,552

2012-IV .......... 2,123,760 97,251 39.65 86,133 2,134,879 159.26 339,998 1,794,881

2013-I............. 2,134,879 95,489 39.57 86,369 2,143,999 159.26 341,459 1,802,540

2013-II............ 2,143,999 95,489 39.41 86,369 2,153,120 159.27 342,920 1,810,200

2013-III .......... 2,153,120 95,489 39.24 86,369 2,162,240 159.27 344,381 1,817,859

2013-IV .......... 2,162,240 89,474 39.13 86,369 2,165,345 159.27 344,884 1,820,461

2014-I............. 2,165,345 92,673 39.47 87,286 2,170,731 159.27 345,735 1,824,996

2014-II............ 2,170,731 92,673 39.37 87,286 2,176,118 159.27 346,586 1,829,532

2014-III .......... 2,176,118 92,673 39.28 87,286 2,181,504 159.27 347,437 1,834,067

2014-IV .......... 2,181,504 86,835 39.23 87,286 2,181,053 159.26 347,358 1,833,695

2015-I............. 2,181,053 91,722 39.49 87,930 2,184,845 159.25 347,945 1,836,900

2015-II............ 2,184,845 91,722 39.42 87,930 2,188,636 159.25 348,532 1,840,105

2015-III .......... 2,188,636 91,722 39.35 87,930 2,192,428 159.24 349,118 1,843,310

2015-IV .......... 2,192,428 85,944 39.34 87,930 2,190,442 159.23 348,785 1,841,657

2016-I............. 2,190,442 91,789 39.69 88,767 2,193,464 159.22 349,244 1,844,221

2016-II............ 2,193,464 91,789 39.64 88,767 2,196,486 159.21 349,702 1,846,784

2016-III .......... 2,196,486 91,789 39.59 88,767 2,199,509 159.20 350,161 1,849,348

2016-IV .......... 2,199,509 86,007 39.58 88,767 2,196,749 159.19 349,699 1,847,050

2017-I............. 2,196,749 92,369 39.81 89,284 2,199,834 159.18 350,162 1,849,672

2017-II............ 2,199,834 92,369 39.75 89,284 2,202,918 159.16 350,625 1,852,294

2017-III .......... 2,202,918 92,369 39.70 89,284 2,206,003 159.15 351,087 1,854,916

2017-IV .......... 2,206,003 86,550 39.70 89,284 2,203,269 159.14 350,624 1,852,645

2018-I............. 2,203,269 93,541 40.08 90,185 2,206,624 159.13 351,132 1,855,493

2018-II............ 2,206,624 93,541 40.02 90,185 2,209,980 159.11 351,639 1,858,340

2018-III .......... 2,209,980 93,541 39.96 90,185 2,213,335 159.10 352,147 1,861,188

2018-IV .......... 2,213,335 87,648 39.96 90,185 2,210,798 159.09 351,717 1,859,081

2019-I............. 2,210,798 95,014 39.88 90,058 2,215,754 159.08 352,486 1,863,268

2019-II............ 2,215,754 95,014 39.79 90,058 2,220,711 159.07 353,255 1,867,455

2019-III .......... 2,220,711 95,014 39.70 90,058 2,225,667 159.06 354,024 1,871,643

2019-IV .......... 2,225,667 89,029 39.67 90,058 2,224,638 159.06 353,841 1,870,797
DI Numbers

81

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 2010 Trustees Report intermediate set of assumptions.

Table III.A51.—DI Disabled Children of Disabled Workers With Benefits In Force, 

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980................ 32,852 6,220 153.05 5,504 33,568 19.96 670 32,898

1985................ 40,387 6,631 140.45 6,138 40,880 164.85 6,739 34,141

1986................ 40,880 6,908 88.53 3,925 43,863 189.57 8,315 35,548

1987................ 43,863 6,593 85.79 4,046 46,410 219.54 10,189 36,221

1988................ 46,410 6,489 117.92 5,855 47,044 231.78 10,904 36,140

1989................ 47,044 6,228 70.14 3,518 49,754 251.52 12,514 37,240

1990................ 49,754 6,469 87.09 4,615 51,608 258.99 13,366 38,242

1991................ 51,608 7,527 97.29 5,387 53,748 262.76 14,123 39,625

1992................ 53,748 9,530 197.38 11,549 51,729 187.52 9,700 42,029

1993................ 51,729 10,221 96.01 5,457 56,493 194.13 10,967 45,526

1994................ 56,493 9,736 94.85 5,820 60,409 198.86 12,013 48,396

1995................ 60,409 9,743 96.54 6,302 63,850 205.03 13,091 50,759

1996................ 63,850 9,320 91.27 6,253 66,917 213.44 14,283 52,634

1997................ 66,917 8,454 103.96 7,396 67,975 220.92 15,017 52,958

1998................ 67,975 9,072 91.72 6,651 70,396 226.80 15,966 54,430

1999................ 70,396 9,767 100.01 7,529 72,634 230.26 16,725 55,909

2000................ 72,634 9,401 36.03 2,786 79,249 279.78 22,172 57,077

2001................ 79,249 9,520 86.54 7,270 81,499 284.19 23,161 58,338

2002................ 81,499 11,070 100.87 8,779 83,790 286.48 24,004 59,786

2003................ 83,790 12,290 151.78 13,650 82,430 238.66 19,673 62,757

2004................ 82,430 12,242 83.09 7,358 87,314 256.58 22,403 64,911

2005................ 87,314 13,671 73.08 6,880 94,105 267.21 25,146 68,959

2006................ 94,105 12,831 64.78 6,512 100,424 280.27 28,146 72,278

2007................ 100,424 15,966 62.61 6,787 109,603 292.18 32,024 77,579

2008................ 109,603 19,259 59.85 7,136 121,726 301.41 36,689 85,037

2009................ 121,726 18,094 60.79 7,949 131,871 312.46 41,205 90,666

2010-I............. 131,871 5,719 14.56 1,962 135,628 312.16 42,337 93,291

2010-II............ 135,628 5,719 14.16 1,962 139,385 311.85 43,467 95,918

2010-III .......... 139,385 5,719 13.79 1,962 143,142 311.54 44,595 98,547

2010-IV .......... 143,142 5,358 13.45 1,962 146,539 311.24 45,608 100,931

2011-I ............. 146,539 5,704 14.75 2,204 150,039 311.10 46,678 103,362

2011-II............ 150,039 5,704 14.41 2,204 153,540 310.97 47,747 105,793

2011-III .......... 153,540 5,704 14.09 2,204 157,040 310.84 48,815 108,225

2011-IV .......... 157,040 5,345 13.80 2,204 160,181 310.71 49,770 110,411

2012-I............. 160,181 5,733 15.42 2,514 163,400 310.78 50,782 112,618

2012-II............ 163,400 5,733 15.12 2,514 166,619 310.85 51,794 114,825

2012-III .......... 166,619 5,733 14.84 2,514 169,838 310.93 52,807 117,031

2012-IV .......... 169,838 5,372 14.57 2,514 172,696 311.00 53,708 118,988

2013-I............. 172,696 5,288 16.79 2,944 175,040 311.34 54,497 120,543

2013-II............ 175,040 5,288 16.57 2,944 177,384 311.68 55,288 122,096

2013-III .......... 177,384 5,288 16.35 2,944 179,728 312.03 56,080 123,648

2013-IV .......... 179,728 4,955 16.16 2,944 181,739 312.37 56,770 124,969

2014-I............. 181,739 5,097 17.82 3,285 183,551 312.88 57,429 126,122

2014-II............ 183,551 5,097 17.65 3,285 185,363 313.39 58,090 127,273

2014-III .......... 185,363 5,097 17.48 3,285 187,175 313.89 58,753 128,422

2014-IV .......... 187,175 4,776 17.33 3,285 188,666 314.40 59,317 129,349

2015-I............. 188,666 5,004 18.55 3,546 190,124 314.91 59,872 130,252

2015-II............ 190,124 5,004 18.41 3,546 191,583 315.42 60,429 131,153

2015-III .......... 191,583 5,004 18.27 3,546 193,041 315.93 60,988 132,053

2015-IV .......... 193,041 4,689 18.15 3,546 194,184 316.44 61,448 132,736

2016-I............. 194,184 4,971 19.06 3,748 195,408 316.88 61,921 133,487

2016-II............ 195,408 4,971 18.94 3,748 196,632 317.32 62,394 134,237

2016-III .......... 196,632 4,971 18.82 3,748 197,855 317.75 62,869 134,986

2016-IV .......... 197,855 4,658 18.72 3,748 198,766 318.19 63,245 135,521

2017-I............. 198,766 4,977 19.43 3,910 199,834 318.56 63,659 136,174

2017-II............ 199,834 4,977 19.32 3,910 200,901 318.94 64,075 136,827

2017-III .......... 200,901 4,977 19.22 3,910 201,969 319.31 64,490 137,478

2017-IV .......... 201,969 4,664 19.14 3,910 202,723 319.68 64,807 137,916

2018-I............. 202,723 5,026 19.70 4,043 203,707 319.98 65,182 138,525

2018-II............ 203,707 5,026 19.60 4,043 204,690 320.27 65,557 139,134

2018-III .......... 204,690 5,026 19.51 4,043 205,674 320.57 65,932 139,742

2018-IV .......... 205,674 4,710 19.43 4,043 206,341 320.86 66,207 140,134

2019-I............. 206,341 5,088 19.94 4,165 207,264 321.09 66,551 140,713

2019-II............ 207,264 5,088 19.85 4,165 208,188 321.32 66,895 141,293

2019-III .......... 208,188 5,088 19.76 4,165 209,111 321.55 67,240 141,871

2019-IV .......... 209,111 4,768 19.69 4,165 209,714 321.78 67,482 142,232
Benefit Payments

82

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 2010 Trustees Report intermediate set of assumptions.

Table III.A52.—DI Student Children of Disabled Workers With Benefits In Force,

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

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

1980................ 180,142 145,930 573.36 145,121 180,951 225.21 40,752 140,199

1985................ 40,616 53,962 1,003.27 67,818 26,760 178.06 4,765 21,995

1986................ 26,760 51,135 998.04 52,225 25,670 224.89 5,773 19,897

1987................ 25,670 52,713 1,001.62 52,111 26,272 239.80 6,300 19,972

1988................ 26,272 59,878 986.85 55,472 30,678 204.94 6,287 24,391

1989................ 30,678 55,203 953.59 55,575 30,306 200.59 6,079 24,227

1990................ 30,306 56,977 971.18 57,100 30,183 208.66 6,298 23,885

1991................ 30,183 60,153 932.15 56,171 34,165 212.12 7,247 26,918

1992................ 34,165 65,908 940.39 63,118 36,955 318.79 11,781 25,174

1993................ 36,955 70,870 949.07 68,703 39,122 269.41 10,540 28,582

1994................ 39,122 74,082 953.76 72,641 40,563 250.65 10,167 30,396

1995................ 40,563 75,625 950.48 74,494 41,694 292.94 12,214 29,480

1996................ 41,694 76,520 928.92 74,271 43,943 252.87 11,112 32,831

1997................ 43,943 75,832 940.32 76,974 42,801 268.73 11,502 31,299

1998................ 42,801 82,360 953.45 80,072 45,089 308.63 13,916 31,173

1999................ 45,089 83,822 960.12 83,530 45,381 188.05 8,534 36,847

2000................ 45,381 81,065 977.34 83,967 42,479 186.45 7,920 34,559

2001................ 42,479 80,328 958.32 79,198 43,609 110.62 4,824 38,785

2002................ 43,609 88,831 970.47 85,425 47,015 67.28 3,163 43,852

2003................ 47,015 93,131 924.27 86,494 53,652 129.43 6,944 46,708

2004................ 53,652 96,340 966.93 98,455 51,537 53.55 2,760 48,777

2005................ 51,537 103,878 1,009.29 104,437 50,978 59.50 3,033 47,945

2006................ 50,978 104,176 993.49 102,395 52,759 60.65 3,200 49,559

2007................ 52,759 109,967 991.01 106,774 55,952 65.23 3,650 52,302

2008................ 55,952 117,720 996.39 114,398 59,274 72.97 4,325 54,949

2009................ 59,274 118,711 955.66 113,369 64,616 79.92 5,164 59,452

2010-I............. 64,616 40,667 91.32 7,758 97,526 79.94 7,796 89,729

2010-II............ 97,526 32,224 477.86 54,303 75,446 79.96 6,033 69,414

2010-III .......... 75,446 27,018 733.14 65,217 37,248 79.98 2,979 34,268

2010-IV .......... 37,248 40,808 72.98 4,208 73,848 80.00 5,908 67,940

2011-I ............. 73,848 39,796 88.02 8,251 105,393 79.93 8,424 96,969

2011-II............ 105,393 31,534 476.70 57,757 79,170 79.85 6,322 72,848

2011-III .......... 79,170 26,439 750.79 69,365 36,244 79.78 2,892 33,353

2011-IV .......... 36,244 39,934 79.61 4,475 71,703 79.70 5,715 65,988

2012-I............. 71,703 39,679 88.58 8,109 103,273 79.71 8,232 95,041

2012-II............ 103,273 31,441 477.00 56,761 77,954 79.72 6,214 71,740

2012-III .......... 77,954 26,361 747.99 68,168 36,147 79.72 2,882 33,266

2012-IV .......... 36,147 39,816 78.46 4,398 71,566 79.73 5,706 65,860

2013-I............. 71,566 36,720 87.02 7,826 100,460 79.69 8,006 92,454

2013-II............ 100,460 29,097 476.31 54,780 74,777 79.65 5,956 68,821

2013-III .......... 74,777 24,395 756.42 65,789 33,383 79.62 2,658 30,725

2013-IV .......... 33,383 36,847 81.93 4,244 65,986 79.58 5,251 60,735

2014-I............. 65,986 35,912 88.22 7,405 94,492 79.60 7,522 86,971

2014-II............ 94,492 28,456 476.80 51,838 71,111 79.62 5,662 65,449

2014-III .......... 71,111 23,858 749.71 62,255 32,714 79.64 2,605 30,108

2014-IV .......... 32,714 36,036 79.17 4,016 64,733 79.67 5,157 59,576

2015-I............. 64,733 36,067 88.66 7,338 93,462 79.67 7,446 86,015

2015-II............ 93,462 28,579 476.69 51,364 70,676 79.68 5,631 65,045

2015-III .......... 70,676 23,961 746.30 61,687 32,950 79.69 2,626 30,325

2015-IV .......... 32,950 36,191 77.97 3,980 65,162 79.69 5,193 59,969

2016-I............. 65,162 36,669 88.84 7,417 94,414 79.70 7,525 86,889

2016-II............ 94,414 29,056 476.61 51,922 71,548 79.70 5,703 65,845

2016-III .......... 71,548 24,362 744.76 62,357 33,552 79.71 2,674 30,878

2016-IV .......... 33,552 36,796 77.44 4,023 66,325 79.71 5,287 61,038

2017-I............. 66,325 37,688 89.02 7,581 96,432 79.72 7,687 88,745

2017-II............ 96,432 29,864 476.55 53,070 73,226 79.72 5,837 67,388

2017-III .......... 73,226 25,039 743.31 63,736 34,529 79.72 2,753 31,776

2017-IV .......... 34,529 37,819 76.95 4,112 68,236 79.72 5,440 62,796

2018-I............. 68,236 38,876 89.07 7,809 99,303 79.73 7,917 91,386

2018-II............ 99,303 30,805 476.56 54,663 75,444 79.73 6,015 69,429

2018-III .......... 75,444 25,828 742.99 65,649 35,623 79.73 2,840 32,783

2018-IV .......... 35,623 39,011 76.83 4,235 70,398 79.73 5,613 64,785

2019-I............. 70,398 39,669 88.91 8,022 102,045 79.74 8,137 93,907

2019-II............ 102,045 31,433 476.85 56,155 77,323 79.75 6,167 71,156

2019-III .......... 77,323 26,354 745.20 67,440 36,237 79.76 2,890 33,347

2019-IV .......... 36,237 39,806 77.50 4,351 71,692 79.77 5,719 65,973
OASI Numbers

83

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

1. Fully Insured Beneficiaries Aged 60 or Older

Tables III.B1 through III.B3 show, respectively, the Social

Security area population, the fully insured population, and

the percentage of the population that is fully insured, all for

ages 60 or older. Retired worker beneficiaries must be at

least age 62 and fully insured. Auxiliary beneficiaries, such

as aged spouses (at least age 62) and aged widow(er)s (at

least age 60) do not have to be fully insured, but they may

be. As a first step, we process together the three beneficiary

groups consisting of retired workers, fully insured aged

spouses of retired workers, and fully insured aged

widow(er)s of deceased workers, on an age- and gender-specific basis. (There are also some fully insured disabled

widow(er)s and young widow(er)s and young spouses aged

60 or older; for simplicity, we do not consider them here.)

More details on the projection process for this combined

group are presented in the following subsections, with relevant data appearing in tables III.B4 through III.B23. (Details

on the projection process for uninsured aged spouses and

widow(er)s will be presented later.)

Insured persons who are eligible for both an aged widow(er)

and retired worker benefit may choose to take one and not

the other (at any age). In contrast, insured persons who are

eligible for both an aged spouse and retired worker benefit

are limited in their choice of benefit, in that if they are under

NRA, in general they must apply for both benefits. Such persons would be tabulated as retired workers. (Insured spouses

who are at or over NRA and have not yet applied for benefits

may choose to take either the aged spouse or retired worker

benefit.) The insured aged spouses who are tabulated under

NRA attain that benefit status in a variety of ways, such as

by converting from a young spouse benefit or earning their

insured status after starting an aged spouse benefit as an

uninsured person.

Although the insured aged spouses and widow(er)s could

choose to become retired workers at any time (after age 62),

many delay that conversion. The delay may result in a higher

ultimate benefit (up to age 70), either because 1) less of an

actuarial reduction (before NRA), or 2) the delayed retirement credit (after NRA) would apply to the retired worker

benefit.

a. In Force

Persons who have received an OASI benefit award and not

been terminated for any reason are described as being in

force, or, alternately, as being entitled to an OASI benefit.

The number in force for the combined fully insured group

described above (retired workers, aged widow(er)s, and aged

spouses) is projected at the end of each calendar year on a

cohort basis for single years of age 60 through 94, where

ages 60 and 61 consist only of aged widow(er)s, and ages 95

or older are handled as a single group. The calculation for

each age up to 70 takes the number in force at the beginning

of any given calendar year, adds projected awards, applies

projected termination rates, and arrives at a number in force

for the end of the calendar year at an age one year higher.

Above age 70, the number in force is set equal to the number

of fully insured workers, increased by a small factor to

account for beneficiaries who are tabulated as being in force

for two benefits. Termination rates are determined based on

historical trends, and on the projected mortality rates of the

aged population, since a large proportion of the latter is

insured and receives a benefit in one of our three categories.

The final step of the process is to redistribute the single year

of age number in force among the three separate beneficiary

types; proportions needed for this purpose are based on historical trends in the observed proportions among the three

groups. Tables III.B4, III.B5, and III.B6 show the number in

force by age group for, respectively, retired workers, insured

widow(er)s, and insured aged spouses. At the end of 2009,

the retired workers formed about 94.6 percent of the combined group, aged widow(er)s about 4.9 percent, and aged

spouses only 0.5 percent.

The number of male retired workers in force is projected to

grow 40 percent over the next 10 years, from 17.2 million in

2009 to 24.1 million in 2019. Female retired workers in

force are expected to grow 44 percent over the same period,

from 16.5 million to 23.9 million in 2019, when they will

form almost 50 percent of the total. Among the insured

widow(er)s and insured spouses in force, females form the

overwhelming majority, or currently 97.5 percent for

spouses and 97.0 percent for widows. Insured widows in

force are projected to grow 11 percent, from 1.7 million at

the end of 2009 to 1.9 million by the end of 2019. Insured

wives in force are expected to grow 17 percent, from

165 thousand in 2009 to 194 thousand in 2019. For insured

widowers, the comparable figures are from 52.4 thousand at

the end of 2009 to 77.9 thousand by 2019; for insured husbands, from 4.3 thousand in 2009 to 7.1 thousand by 2019.

Table III.B7 shows, by 5-year age groups, the total number

of fully insured individuals, aged 60 or older, who are in

force either as a disability beneficiary or as one of the three

beneficiary types considered above. Table III.B8 shows the

analogous in force percentages, for the same combined

group, out of 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 aged spouses; age 60 for aged

widow(er)s). The figures are near 100 percent for virtually

all ages 70 or older. Percentages are not all exactly

100 percent due to discrepancies in the underlying popula-
Benefit Payments

84

tion and fully insured worker data, and because some beneficiaries are temporarily tabulated as being in force for two

benefits (as described earlier).

b. Awards: Establishing the Fully Insured Population

In projecting the number of fully insured awards for the

combined group of retired workers, aged widow(er)s, and

aged spouses, the most important task is to determine the

fully insured population. For ages up to 70, this is precisely

the exposure group, restricted to those of sufficient age who

have not yet received an award. For ages above 70, this is

essentially the number of fully insured beneficiaries in force.

The steps in the development of the fully insured population

were discussed earlier in section II.D.2.

Table III.B2 shows the fully insured population by age

groups, and table III.B3 shows the analogous fully insured

rates. The overall male fully insured rate for those 60 or

older has been in excess of 92 percent since 1980, and is projected to grow from 93.6 percent at the end of 2009 to

94.8 percent by the end of 2019. The female rate has grown

continuously from 62.4 percent in 1980 to 76.6 percent at the

end of 2009, and is expected to reach 83.8 percent by the end

of 2019.

c. Awards: Establishing Retirement Rates 

Awards to retired workers, insured widow(er)s, and insured

spouses are covered in tables III.B9 through III.B12. The

number of awards for the combined group is calculated at

each year of age by applying a rate of “retirement” to the

fully insured population, after subtracting the number of

workers who are already entitled. The term “retirement”, as

used here and in the sequel, refers simply to a benefit award

of one of these three types, and not necessarily to an end of

labor force participation. In determining the number eligible

at the end of any calendar year, we must subtract from the

fully insured population not only the number who have

already retired, but also the number who are entitled to a disabled worker benefit. Table III.B9 shows retirement rates for

retired workers, insured widow(er)s, and insured spouses

combined. Tables III.B10, III.B11, and III.B12 show awards

for the three groups separately.

Retirement rates by single year of age are developed by analysis of historical trends. Especially significant in recent

years is the effect of the elimination of the earnings test in

2000, for those of full retirement age or older. In table III.B9,

note the sharp spike in retirement rates which occurs in 2000

for ages 65 through 69; for age 65, this spike persists through

2003 with only a slight reduction, but for ages 66 through 69,

we see a drop for the years 2001 to 2003 back to approximately pre-2000 levels. Significant for the years 2004-10 is

the effect of the legislated increase in NRA (normal retirement age); this can be seen in table III.B9 as a crossover in

the age of maximal retirement rate from 65 to 66, starting

abruptly in 2004, especially for males, and continuing over

the years 2005-09.

The retirement rates in table III.B9 at age 62 are also affected

by increases in the NRA. At age 62, when retired worker and

aged spouse benefits are first available, the table shows that

in 2009, about 34.4 percent of males and 41.0 percent of

females chose to retire. Both figures are significantly lower

than the comparable figures for the period before the NRA

began increasing; for instance, the figures for 1999 were 42

and 52 percent, respectively. The drop is largely explained

by the increase in the actuarial reduction factor at age 62,

from 20 percent to 25 percent, encouraging some workers to

retire later than age 62. A similar decrease in retirement rates

is expected starting in 2017, when workers attaining age 62

will have an NRA of 66 and 2 months. A regression equation, using a dummy variable for the effect of the increasing

NRA, as well as the labor force participation rate at age 62,

is used to project the retirement rate at age 62 for males and

females. The resulting projection has the male rate remaining roughly at the same level through 2016, with a drop

beginning in 2017 due to the scheduled change in NRA. The

female rate is projected to be roughly 40 percent before

declining in 2017, based on labor force participation rates at

age 62 that decline throughout most of the short-range projection period.

The retirement rates in table III.B9 are far lower for ages 60

and 61 than for higher ages, since only insured widows and

widowers may retire at those ages. Retirement rates are

sharply lower for ages 63 and 64, as compared to age 62, for

both the historical and the projection period. But at NRA,

currently 66, more than three-quarters of those eligible to

retire choose to do so.

d. 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. (Prior to

2000, any beneficiary under age 70 could be withheld for the

same reason.) In addition, benefits at any age may be withheld for other reasons, such as an unknown address or

receipt of a government pension. Table III.B13 summarizes

the number of retired workers with benefits withheld at the

end of each year, while table III.B14 shows the number withheld as a percentage of retired workers in force. Tables

III.B15, III.B16, III.B17, and III.B18 show comparable figures for insured widow(er)s and insured spouses. For each

type of beneficiary, projected withheld numbers are

obtained, for each sex and single year of age, by subtracting

projected numbers in current-payment status (discussed

below) from projected numbers in force.
OASI Numbers

85

As indicated in table III.B14, 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 25 years. 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.

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 remain

at about the level in 2009.

e. Current-Payment Status

Projected numbers of retired workers, insured widow(er)s,

and insured spouses in current-payment status are shown,

respectively, in tables III.B19, III.B20, and III.B21. These

numbers are derived separately for the three beneficiary

types, on a single year of age basis, and are based largely on

historical ratios of beneficiaries in current-payment to in

force. For retired workers aged 62, this ratio is developed in

regressions for males and females, with two independent

variables: 1) the retirement test exempt amount in real dollars, and 2) the unemployment rate for the given sex. For

retired workers aged 63 or 64, a regression is used for each

sex and age, with a cohort method based upon the ratios of

the proportion withheld in successive years. The results of

all six regressions are reasonable, so that limits do not need

to be applied to the resulting projections. For retired workers

aged 65, the in current-payment to in force ratio declined

through the end of the NRA phase-in period (2008), and is

projected to remain at 2009 levels through the short-range

projection period. For retired workers aged 66 and above, the

in current-payment to in force ratio is projected to remain at

its most recent level.

The total number of retired workers in current-payment status is projected to increase steadily from 33.5 million at the

end of 2009 to 47.7 million by the end of 2019. The number

of insured widow(er)s in current-payment status decreased

sharply in 1997 (table III.B20), as a result of an administrative effort to identify and inform widow(er) beneficiaries

who would receive a higher benefit on their own earnings.

The above change is also reflected as a decrease in the number of insured widow(er)s in force (table III.B5). 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 over the years 2009-19, from 1.7 million at

the end of 2009 to 1.9 million by the end of 2019. The number of insured spouses is expected to grow from about

166 thousand at the end of 2009 to 197 thousand by the end

of 2019.

f. Quarterly Retired Worker Projections 

Tables III.B22 and III.B23 show the projected numbers of

retired workers in force and in current-payment status,

respectively, in broad age groups, at the end of each calendar

quarter. The projected total end-of quarter numbers for each

sex are determined by analyzing historical end-of-quarter

numbers, especially as these numbers compare to the corresponding numbers from the previous December and the following December. In the twelve regressions for the projected

total end-of-quarter numbers of retired workers (in force or

in current-payment status, for male or female), the dependent

variable is the ratio of the quarterly growth in total retired

workers to the annual growth in retired workers. Independent variables include: 1) a dummy variable representing the

changing NRA, 2) a dummy variable representing the effect

of the retirement earnings test amounts (which changed in

2000), and 3) time. The resulting regressions do not currently work well for in force or current-payment numbers,

due to a lack of data after the period of the changing NRA.

Twelve more linear regressions determine projected end-ofquarter retired workers in force or in current-payment who

are aged 62-64 (male or female). Here, the independent variable is the ratio of retired workers aged 62-64 to total retired

workers in the fourth calendar quarter of the year, while the

dependent variable is the analogous quarterly ratio. The

results of these regressions (in force and current payment,

male and female) appear reasonable, and are not currently

limited.

For each table, III.B22 and III.B23, the last column for

males, and similarly for females, shows the percentage of the

annual change, in either in force or in current-payment status

numbers, which occurred during the previous three months.

The pattern of growth during the year has changed over the

historical period. Over the period 1990-99, 70 percent of the

growth for males, and 67 percent of the growth for females,

occurred during the second half of the year. This was due to

the operation of the earnings test; benefits are withheld starting with benefits in January, and continuing until sufficient

benefits are withheld. In 2000, though, these percentages

plummeted to 28 percent for males and 38 percent for

females; this was attributable to the repeal of the retirement

earnings test, for those over NRA. The pattern of growth

during the year has been erratic during the years 2004-08, as

the minimum age for no retirement test penalties increased

with the NRA. We have chosen projected quarterly patterns

of growth based on historical periods when the NRA was not

increasing.
Benefit Payments

86

2. Minor Children

Benefits may be payable to a child of a retired or deceased

worker, where the child is under age 18. Numbers of minor

children of retired and deceased workers are related to the

non-orphan and orphan populations, respectively. Table

III.A21 shows the population under age 18, split into nonorphan and orphan groups, in four age groups (0-4, 5-9, 10-

14, and 15-17).

The number in force for minor children of retired workers,

often referred to as “minor life” children, is projected by single year of age, at the end of each calendar year, by adding

awards for minor life children to the number of such children

in force at the end of the previous year, and applying termination rates. Table III.B24 summarizes the number of minor

life children in force, by age group, as well as the numbers

relative to the corresponding non-orphan population.

The projected number of awards to minor life children is

based on award rates relative to the non-orphan population.

The base award rate for each age equals a weighted average

of the rate for the 3 most recent historical years. An adjustment is made to the weighted average historical rate, to

account for the retirement of the baby boom. The larger

number of young retired workers will lead to a larger number

of minor life children, compared to historical trends. Therefore, the base award rate is increased by a factor which

increases linearly for the first 5 years of projection. Award

rates after the first 5 years are held constant at the rate for the

fifth year. The award rates in 5-year age groups are shown in

table III.B25. The number of awards to minor life children,

shown in table III.B26, is projected to increase by 19 percent

over the projection period, relative to the 2009 level. These

awards are expected to be primarily to children of younger

retirees, and the latter group will swell in ranks as the baby

boomers begin retiring over the next decade.

Historical terminations for a given year are computed by single age by subtracting the number in force at the end of the

year from the number in force at the end of the prior year and

adding the number of awards. The corresponding historical

termination rates are then determined by dividing the number of terminations by the total of the number in force at the

beginning of year and one-half of awards, for each single

age. The projected termination rate for each age equals the

weighted average of the rate for the 3 most recent historical

years. (The termination rates and terminations are not

shown.)

The derivation of the number of minor life children in current-payment status from the number in force is summarized

in tables III.B27 and III.B28. Single year of age withheld

rates are projected to remain constant at their last historically-known values. They are applied against the projected

numbers in force, to obtain projected withheld numbers; the

latter are subtracted from projected in force numbers to

arrive at projected numbers in current-payment status.

The number of minor life children in current-payment status

is projected to increase significantly (as explained above),

from 301 thousand at the end of 2009 to 413 thousand by the

end of 2019.

In force numbers for minor children of deceased workers, or

“minor survivor” children, are projected by single year of

age using methods similar to those used for minor life children. Table III.B29 shows the projected number of minor

survivor children in force, and that number as a percentage

of the orphan population.

The projected number of awards to minor survivor children

is based on award rates relative to the orphan population.

Historical awards from administrative data are developed

and increased based on the number of terminations from

minor life children. These conversions are due to the death

of a retired worker. The historical awards, including conversions from minor life status, are then related to the orphan

population. The projected award rate for each age equals a

weighted average of the rate for the 3 most recent historical

years. There is no adjustment to the projected award rates, as

there is for minor children of retired workers, because the

number of such children does not depend on the number of

retired workers. These rates, shown for 5-year age groups in

table III.B30 (including conversions from minor life child),

decreased from 1996 through 1998, possibly due to the

dependency test for stepchildren. The number of awards to

minor survivor children (shown in table III.B31, including

conversions) is projected to increase very slightly from its

2009 level of about 184 thousand.

The derivation of the number of minor survivor children in

current-payment status from the number in force is summarized in tables III.B32 and III.B33. Projected withheld rates

and numbers withheld in those tables are determined in a

manner similar to that for minor life children.

The number of minor survivor children in current-payment

status is projected to decrease from 1,259 thousand at the

end of 2009 to 1,226 thousand by the end of 2019.

3. Disabled Adult Children

Benefits may be payable to a child of a retired or deceased

worker, where the “child” is a disabled person age 18 or

older whose disability began before age 22. Such children of

retired and deceased workers, often known as “disabled life”

and “disabled survivor” children, respectively, are processed

in relation to the uninsured population aged 18 or older. This

population is shown in table III.A27. In force numbers for

both groups are projected by single year of age, at the end of

each calendar year, by adding disabled-child awards to the
OASI Numbers

87

number in force at the end of the previous year, and applying

termination rates. Tables III.B34 and III.B35 show the

results, by 5-year age groups, for disabled life children and

disabled survivor children, respectively.

The number of awards of disabled life and disabled survivor

children are developed similarly to the awards for minor

children. As described for minor survivor children, awards

for disabled survivor children are based on awards computed

from administrative data, and are increased by 60 percent of

the number of terminations of children of retired workers,

which are assumed to occur due to the death of a retired

worker. Projected award rates for disabled life or survivor

children are based upon historically established award rates,

relative to the uninsured population. For disabled life children, award rates are projected to increase for 5 years and

then level off (as explained above for minor life children).

Award rates for disabled survivor children are developed

including conversions from disabled life child to disabled

survivor child, and are projected to remain constant at the

weighted average historical rate. The award rates for disabled life children (shown in table III.B36) as well as the

number of awards (shown in table III.B37) are projected to

increase by about 11 percent during the next 10 years, primarily due to the onset of the baby boomers retiring during

that period. However, award rates for disabled survivor children (shown in table III.B38) as well as number of awards

(shown in table III.B39), both of which include conversion

from disabled life child, are projected to remain close to

recent levels.

Historical terminations and the associated rates are derived

similarly to those for minor children. In general, the projected termination rate for disabled children at each age

equals the weighted average of the rate for the 3 most recent

historical years. In some cases, where there is too little data

to derive meaningful rates, the projected rates are given prescribed values. In particular, for disabled children at ages 75

and over, the termination rates are set equal to 0.20 (for disabled life children) or a value determined by an interpolation

formula, ranging from 0.05 for age 75 to 0.25 for ages 95

and older (for disabled survivor children). (The termination

rates and terminations are not shown.)

The derivation of the numbers of disabled life and disabled

survivor children in current-payment status from the numbers in force is shown in tables III.B40, III.B41, and III.B42

(for disabled life children) and in tables III.B43, III.B44, and

III.B45 (for disabled survivor children). Projected numbers

in those tables are determined in a manner similar to that for

minor life and minor survivor children.

The number of disabled children in current-payment status

(both life and survivor) rose sharply during 2008 and 2009,

due to a classification change of certain disabled children

who are dually entitled to a disabled worker benefit. This

change was only partially completed in 2008, and was completed in 2009. The disabled child beneficiary population in

current-payment status is projected to increase from the present level of 241 thousand to 292 thousand by 2019. Disabled

survivor children are projected to increase from

590 thousand currently to 667 thousand by the end of 2019.

4. Student Children

Benefits may be payable to a child of a retired or deceased

worker, where the child is an elementary or secondary student age 18 or 19. Tables III.B46 and III.B47 show a variety

of historical and projected data on “student life” children and

“student survivor” children, respectively. These terms, as

well as the projection methods used, are similar to those discussed above for minor and disabled children.

Note that over the period from 1981 to 1985, award numbers, as well as numbers in force and in current-payment status, dropped precipitously. Awards to life and surviving

student children fell to 30 and 43 percent of their 1980 levels, respectively. The number of beneficiaries in current-payment status dropped to 10 (student life) and 13 (student

survivor) percent, while in force numbers fell to roughly

one-fourth of their former values. This occurred because of a

gradual phasing out of student child benefits for children

aged 19 through 21; now, almost all student children are

aged 18. As a result, the relative turnover in the student child

population is quite large as compared to other beneficiary

types; in fact, the number of annual awards in recent years

has exceeded the number in force.

Awards and award rates for student survivor children include

conversion from student life child, which are determined to

be 50 percent of terminations of student life children. The

number and rate of award are projected to remain close to

their current level over the next 10 years. The award rates for

student life children are projected to increase by about

30 percent from the 2009 value, as the baby boomers enter

the retirement ranks (as explained above for minor life children). Current payment status levels follow suit: a slight

drop for survivor students, but a considerable increase of

roughly 24 percent for life students.

5. Quarterly Child Projections

Tables III.B48 and III.B49 show the quarterly projected

number of children of retired workers in force and in currentpayment status, respectively. Projected end-of-quarter numbers for March, June, and September are computed by determining the “excess” of each recent end-of-quarter number

(whether positive or negative) as compared to the average of

the numbers from the preceding and the following Decembers. The historical trend in these excesses is then carried

into the future and applied against projected December aver-
Benefit Payments

88

ages. The quarterly number of children of deceased workers

is projected in a similar manner and shown in tables III.B50

and III.B51.

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, that is, a child of a retired

worker who is either under 16 or disabled. 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.B52

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 young spouse

awards to the number of awards to eligible children (defined

above). The award rate for each age is projected to equal the

weighted average of the rate for the 3 most recent historical

years. There are some awards at age 66, even though such

awards must terminate before the end of the year. The award

rates in 5-year age groups (awards per 1,000 eligible child

awards) are shown in table III.B53. The number of awards to

young spouses (shown in table III.B54) is projected to

increase by about 18 percent from the 2009 number during

the projection period, as more baby boomers retire.

The termination rate for each age is projected to be equal to

the weighted average of the rate for the 3 most recent historical years. All rates through age 65 are held constant in all

future years. (The termination rates and terminations are not

shown.)

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.B55, III.B56, and III.B57. Single year

of age withheld rates are projected to remain constant at their

last known values. The withheld rates in 5-year age groups

are shown in table III.B55. These rates are multiplied against

projected numbers in force, by single year of age, to produce

projected withheld numbers. The analogous 5-year age

group version appears in table III.B56. Finally, withheld

numbers are subtracted from in force numbers to produce

current-payment numbers, and table III.B57 shows the 5-

year age group version.

During the period 1980 through 2007, the number of young

wife beneficiaries with benefits in current-payment status, as

shown in table III.B57, declined steadily. The number has

stabilized in the past several years, and is projected to

increase by 14% during the next 10 years, to about 49.1

thousand by the end of 2019. Numbers of young husbands in

current-payment status are extremely small by comparison,

never over 200, and around 100 for the projected years.

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, that is, a child of a deceased

worker who is either under 16 or disabled. Mothers and

fathers are projected by sex and single year of age, at the end

of each calendar year, by adding mother or father awards to

the number of mothers or fathers in force at the end of the

previous calendar year, and applying termination rates.

Table III.B58 summarizes the number of mothers and fathers

in force by age group.

Awards to mothers and fathers are projected using award

rates that relate the number of such awards to the number of

corresponding awards to eligible children (defined above).

The award rate for each age is projected to equal the

weighted average of the rate for the 3 most recent historical

years. There are some awards at age 66, even though such

awards must terminate before the end of the year. The award

rates in 5-year age groups, given as awards per 1,000 eligible

child awards, are shown in table III.B59. The number of

awards to mothers and fathers, shown in table III.B60,

declined through 2006, but has stabilized in the last few

years, and is projected to remain at roughly the current level

throughout the projection period.

The termination rate is projected similarly to the rate for

young spouses. (The termination rates and terminations are

not shown.)

The derivation of the number of mothers or fathers in current-payment status from the number in force is shown in

tables III.B61, III.B62, and III.B63. Single year of age withheld rates are projected to remain constant at their last

known values, except for age 65, which is set equal to the

projected rate for age 64, . The withheld rates in 5-year age

groups are shown in table III.B61. These rates are multiplied

against projected in force numbers, by single year of age, to

produce projected withheld numbers. The analogous 5-year

age group numbers appear in table III.B62. Finally, the number withheld is subtracted from the number in force to produce the number in current-payment status. Table III.B63

shows the number in current-payment status by 5-year age

groups.

The number of mother beneficiaries with benefits in currentpayment status has historically been about three times the

analogous number for young wives, and has also been

declining since 1980. Declines are projected to continue,

although at a reduced rate, over the next 10 years, from

149 thousand at the end of 2009 to 133 thousand by the end
OASI Numbers

89

of 2019 (see table III.B63.) The number of father beneficiaries in current-payment status has remained fairly stable at

about 10 or 11 thousand since 1996, and is projected to continue close to this level through 2019.

8. Quarterly Young Spouses and Mothers and Fathers

Quarterly numbers for young spouses as well as mothers and

fathers at the end of March, June, and September are projected by interpolating between end of December values

using historically derived deviations from linearity.

Tables III.B64 and III.B65 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.B66 and III.B67 present the projected

number of mother and father beneficiaries, respectively, and

that number as a percentage of the eligible child beneficiaries.

9. Disabled Widows and Widowers

An individual found to be disabled under the Social Security

Act who is at least 50 years old but not yet full retirement

age, and who is the surviving spouse of an insured worker, is

eligible for an OASI disabled widow(er) benefit. Such a benefit may continue up to full retirement age; at that time, those

entitled to such benefits are generally converted to an aged

widow(er) benefit. Disabled widows and widowers in force

are projected by sex and single year of age, at the end of each

calendar year, by adding the disabled widow(er) awards to

the number of disabled widow(er)s in force at the end of the

previous calendar year, and applying termination rates.

Table III.B68 shows the number of disabled widow(er)s in

force by age group.

Awards to disabled widow(er)s are projected using award

rates that relate the number of awards to disabled widow(er)s

to the uninsured population. (This method may be changed

in the future, since microsimulation studies indicate that

since 2001, more than 60 percent of those entitled as disabled widow(er)s are fully insured.) Up to age 64, the award

rates are projected as a weighted average of the award rates

over the last 3 years, and are held constant for all future

years. For age 65, the projected rate is set to be the average

of the last known rate for age 65 and the weighted average of

the last 3 years for age 64. There are some awards at age 66,

even though such awards must terminate before the end of

the year. For age 66, the rate is projected be the rate as

observed for age 65 in the last historical year. The award

rates by 5-year age groups are shown in table III.B69, and

the number of awards to disabled widow(er)s is shown by 5-

year age groups in table III.B70.

Up to age 64, the termination rates are projected as a

weighted average of the termination rates over the last 3

years, and are held constant for all future years. For age 65,

the rate for all projected years is set to be the same as the

projected rate for age 64. (The termination rates and terminations are not shown.)

The derivation of the number of disabled widow(er)s in current-payment status from the number in force is shown in

tables III.B71, III.B72, and III.B73. Projected withheld rates

are based upon rates from the most recent historical year, as

can be seen in table III.B71. These rates are then multiplied

against projected in force numbers, by single year of age, to

produce projected withheld numbers. The analogous 5-year

age group numbers appear in table III.B72. Finally, the number withheld is subtracted from the number in force to produce the number in current-payment status. Table III.B73

shows the number in current-payment status by 5-year age

groups.

The number of disabled widows and widowers in currentpayment status increased substantially beginning in 1991,

due to a liberalization in the definition of disability that

became effective in that year. Increases continued throughout the 1990s. The projections indicate, however, that the

number of disabled widows in current-payment status will

increase slightly over the next few years, and then diminish

slightly over the remainder of the projection period, ending

up in 2019 at 216 thousand. For disabled widowers, growth

is expected to continue, from 10.8 thousand in current-payment status in 2009 to 16.5 thousand in 2019.

10. Uninsured Aged Spouses

An individual who is at least 62 years old, and who is the

spouse of a retired worker, is eligible for an OASI aged

spouse benefit. About 7 percent of such beneficiaries at the

end of 2009 were fully insured; this subgroup was discussed

earlier, in the paragraphs describing the projection methods

for fully insured workers. The remaining group of uninsured

aged spouses are processed separately, as we now describe:

Uninsured aged spouses in force are projected by sex and

single year of age, at the end of each calendar year, by adding awards during the year to the number in force at the end

of the previous year, and applying termination rates.

Table III.B74 shows the number of uninsured aged spouses

in force, by age group.

Awards to uninsured aged spouses are projected, also by sex

and single year of age, using award rates that relate the number of awards in each cohort to the uninsured population.

First, a base rate is calculated as a weighted average of the

award rates over the last 3 historical years. An adjustment is

made to the weighted average historical rate, to account for

the expected shift in the age distribution of retired workers.

As the baby boom retires, we expect to see a larger proportion of aged spouse beneficiaries. Therefore, the base award

rate is increased by a factor which increases linearly for the

first 5 years of projection. Award rates after the first 5 years
Benefit Payments

90

are held constant at the rate for the fifth year. Age group versions of these award rates are shown in table III.B75, while

table III.B76 shows the actual awards by age group.

Terminations of uninsured aged spouses are projected, also

by sex and single year of age, using termination rates that

relate the number of terminations in each cohort to the beneficiary population in force. The termination rates up to age

64, and at ages 67 and later, are a weighted average of the

termination rates over the last 3 historical years and are held

constant for future years. However, due to the ongoing

increase in the normal retirement age, for age 65, the rate

throughout the projected period is set to be the weighted

average of the rates observed in the last three historical years

at ages 64 and 65. For age 66, the rate is projected as the

weighted average of the rate observed for age 65 in the last

three historical years, and is held constant throughout the

projection period. (The termination rates and terminations

are not shown.)

The derivation of the number of uninsured aged spouses in

current-payment status from the number in force is shown in

tables III.B77, III.B78, and III.B79. Projected withheld rates

for each single year of age are equal to the rates from the

most recent historical year; age group versions of the withheld rates can be seen in table III.B77. These rates are then

multiplied against projected in force numbers, by single year

of age, to produce projected withheld numbers. The analogous 5-year age group numbers appear in table III.B78.

Finally, the number withheld is subtracted from the number

in force to produce the number in current-payment status.

Table III.B79 shows the number in current-payment status

by 5-year age groups.

The number of uninsured aged wives in current-payment status has declined about 24 percent since 1995, understandable

in part from a parallel decline in the uninsured female population. Over the next 10 years, this number is expected to

continue dropping, but at a slower rate, with an additional 5-

percent drop by 2019. Uninsured aged husbands in currentpayment status, whose ranks currently compose about 2 percent of their female counterparts, have increased about

73 percent over the last 14 years, but are expected to grow

more gradually (by 21 percent), over the next 10 years.

Table III.B80 shows a breakdown of all aged spouses in

force according to insured status, as well as by major age

group (62-64, 65 or older, and total). Table III.B81 gives a

similar breakdown for aged spouses in current-payment status. Total aged wives are expected to temporarily increase in

2010 and continue to decline thereafter, while total aged husbands are expected to continue to increase throughout the

projection period.

11. Uninsured Aged Widows and Widowers

An individual who is at least 60 years old, and who is the

surviving spouse of an insured worker, is eligible for an

OASI aged widow(er)’s benefit. About 42 percent of such

beneficiaries in force were fully insured at the end of 2009;

this subgroup was discussed earlier, in the paragraphs

describing the projection methods for fully insured workers.

The remaining group of uninsured aged widows and widowers are processed separately, as we now describe: Uninsured

aged widow(er)s in force are projected by sex and single

year of age, at the end of each calendar year, by adding

awards during the year to the number in force at the end of

the previous year, and applying termination rates.

Table III.B82 shows the number of uninsured aged

widow(er)s in force, by age group.

Awards to uninsured aged widow(er)s are projected, also by

sex and single year of age, using award rates that relate the

number of awards in each cohort to the uninsured population. The award rates are projected as a weighted average of

the award rates over the last 3 historical years; they are held

constant at this average rate for future years for each single

age. Age group versions of these award rates are shown in

table III.B83, while table III.B84 shows the actual awards by

age group.

Terminations of uninsured aged widow(er)s are projected,

also by sex and single year of age, using termination rates

that relate the number of terminations in each cohort to the

beneficiary population in force. The termination rates up to

age 64, and at ages 67 and later, are a weighted average of

the termination rates over the last 3 historical years and are

held constant for future years. However, due to the ongoing

increase in the normal retirement age, for age 65, the rate is

projected to be the weighted average of the rates observed in

the last three historical years at ages 64 and 65, and is held

constant at this value throughout the projection period. For

age 66, the rate for all projected years is set to be the

weighted average of the rate observed for age 65 in the last

three historical years. (The termination rates and terminations are not shown.)

The derivation of the number of uninsured aged widow(er)s

in current-payment status from the number in force is shown

in tables III.B85, III.B86, and III.B87. Projected withheld

rates for each single year of age are equal to the rates from

the most recent historical year; age group versions of the

withheld rates can be seen in table III.B85. These rates are

then multiplied against projected in force numbers, by single

year of age, to produce projected withheld numbers. The

analogous 5-year age group numbers appear in table III.B86.

Finally, the number withheld is subtracted from the number

in force to produce the number in current-payment status.

Table III.B87 shows the number in current-payment status

by 5-year age groups.
OASI Numbers

91

For the last 35 years, over 99 percent of the uninsured aged

widows and widowers in current-payment status have been

female, and the total number of these has dropped about

23 percent since 1995. Another drop of about 10 percent is

projected for the next 10 years. Both drops can be understood in part as an offshoot of the rapid rise in the 60 or older

female fully insured rate, from 67 percent in 1995 to

76 percent in 2009, and projected to be 84 percent in 2019,

as can be seen in III.B3. The uninsured aged widowers, on

the other hand, are expected to remain at fairly stable (but

low) levels over the course of the projection period.

Table III.B88 shows a breakdown of all aged widow(er)s in

force according to insured status, as well as by major age

group (60-64, 65 or older, and total). Table III.B89 gives a

similar breakdown for aged widow(er)s in current-payment

status. Total aged widows are expected to continue to

decline, while total aged widowers are projected to continue

to increase.

12. Parents

A person who is the parent of a deceased insured worker, and

who was dependent on the worker at time of death, is eligible for a parent’s benefit. Numbers of parents in current-payment status are tiny as compared to aged survivors overall; in

2009 they formed less than 0.03 percent of aged survivors in

current-payment status. In addition, parents’ numbers are

rapidly shrinking, with the number in current-payment status

being about half of the number from 10 years ago (attributable largely to the rapid growth in the insured rate among the

aged, especially among females). For these reasons, benefits

in force are projected, not by single year of age, but by

applying attenuation factors, one for males and another for

females, to the corresponding number of parent beneficiaries

in force 3 months earlier. Projected attenuation factors are

developed by simple linear regressions against time. The

attenuation factors resulting from the regressions are blended

into ultimate values, as the values which are determined

purely by the regressions are unreasonable.

Table III.B90 shows the projected numbers of parent beneficiaries in force, and the ratio of each number to the corresponding number from 3 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 1.6 thousand at the

end of 2009 to 0.9 thousand by the end of 2019. About that

time, the numbers are expected to stabilize, as the level

becomes so low that the number of terminations (based

largely on mortality) roughly equals the number of awards.

13. Special Age-72 Beneficiaries

Starting in the late 1960s, a special category of benefit was

established for certain men born prior to 1900 and women

born prior to 1898. The target group consisted of people

who, mostly because of their age, did not have sufficient

quarters of coverage to qualify for retired worker benefits in

the usual way. These beneficiaries became known as “special

age-72” beneficiaries, or as “Prouty” beneficiaries, after the

senator who introduced the legislation.

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

calculated based on survival rates, through a series of exponential regressions on time measured in quarters. The dependent variable for the first of these is the in-force survival rate

for Prouty primaries, with quarterly dummies. Later regressions handle (as dependent variable) the wife-to-primary in

force ratio, the primary withheld rate, and the wives’ withheld rate. These regressions perform erratically, but the numbers of these projected Prouty beneficiaries are so tiny that

the results are unaffected. (There are fewer than 5 such beneficiaries in current-payment status currently, and the number

is projected to be zero within a few years.)

Table III.B91 shows the projected number of special age-72

beneficiaries in force, and the ratio of each number to the

corresponding number from 3 months earlier. It also shows

the numbers of special age-72 beneficiaries withheld and in

current-payment status.

14. OASDI Beneficiaries 

Table III.B92 summarizes numbers in current-payment status for several categories of OASDI beneficiaries. Figure 2

illustrates the growth in the OASI numbers, over the period

1980-2019, for three broad categories: retired workers

(including Prouty beneficiaries), dependents, and survivors.

It is noteworthy that while the projected number of retired

workers in current-payment status in 2019 reflects an

increase of over 100 percent since 1980, the analogous number for dependents reflects a drop of 17 percent, while survivors show a drop of 16 percent. Figure 3 on page 185

illustrates, for end-of-year 2009 alone, various numbers from

table III.B92 as well as the relative proportions of beneficiaries by type.

The total number of OASDI beneficiaries in current-payment status is projected to increase from 52.5 million at the

end of 2009 to 68.9 million by the end of 2019. From 1999

to 2009, the number of disabled workers and auxiliaries

increased by 49 percent, and from 2009 to 2019, this number

is projected to increase by 21 percent, from 9.7 million to

11.8 million. The number of OASI beneficiaries increased

by 12 percent from 1999 to 2009, and it is projected to
Benefit Payments

92

increase by 33 percent, from 42.8 million to 57.1 million,

during the subsequent 10 years.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Figure 2.—OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2019

[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 1978 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 2011 2014 2017

Calendar year

Survivors

Family members

Retired workers (Includes Special

Age-72 beneficiaries)

Historical Estimated
93

OASI Numbers

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis and Alternative Models Group.

Note: Future estimates based on 2010 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, 1980-2019)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 2,087.6 2,830.5 3,992.7 2,949.5 1,906.2 1,094.2 521.8 167.8 36.4 15,586.6

1985............... 2,130.7 3,050.0 4,294.8 3,290.7 2,182.7 1,234.4 574.7 202.6 49.4 17,010.1

1990............... 2,095.1 3,055.3 4,580.9 3,560.7 2,496.1 1,419.0 650.4 219.3 56.1 18,132.9

1995............... 2,056.2 2,926.5 4,636.3 3,921.5 2,755.2 1,684.9 765.3 250.2 60.6 19,056.6

2000............... 2,287.2 3,128.6 4,532.9 3,972.3 3,103.1 1,880.3 912.7 289.0 63.5 20,169.7

2001............... 2,376.2 3,212.0 4,560.3 3,971.2 3,121.5 1,962.3 931.9 299.2 64.4 20,499.0

2002............... 2,554.4 3,292.6 4,637.5 3,957.2 3,131.7 2,031.6 955.9 310.7 65.2 20,936.9

2003............... 2,723.8 3,400.6 4,751.4 3,932.7 3,152.8 2,097.3 977.8 323.9 66.4 21,426.7

2004............... 2,743.6 3,603.5 4,877.6 3,934.0 3,170.1 2,149.9 1,015.5 342.1 69.0 21,905.2

2005............... 2,692.0 3,827.9 5,004.5 3,961.8 3,190.0 2,187.6 1,064.3 352.3 70.5 22,350.9

2006............... 2,912.2 3,957.7 5,179.8 4,010.9 3,210.7 2,214.2 1,127.1 365.1 73.7 23,051.3

2007............... 3,341.1 3,955.5 5,435.6 4,093.4 3,213.7 2,236.3 1,177.0 379.5 77.5 23,909.5

2008............... 3,478.9 4,143.1 5,691.3 4,208.4 3,215.9 2,266.6 1,219.8 391.9 81.5 24,697.4

2009............... 3,440.6 4,546.2 5,896.5 4,328.1 3,230.3 2,292.5 1,252.0 410.0 86.2 25,482.4

2010............... 3,486.0 4,908.3 6,056.1 4,453.3 3,261.7 2,316.6 1,276.6 431.8 88.9 26,279.3

2011............... 3,572.2 5,056.2 6,381.4 4,611.2 3,310.4 2,338.7 1,295.2 457.0 91.6 27,113.9

2012............... 3,682.9 5,049.9 6,786.0 4,841.3 3,386.7 2,350.1 1,314.2 478.4 95.7 27,985.3

2013............... 3,793.2 5,149.7 7,093.6 5,076.0 3,489.9 2,359.7 1,337.2 495.6 99.0 28,893.8

2014............... 3,906.4 5,287.7 7,436.1 5,264.3 3,596.7 2,378.7 1,357.2 509.1 104.1 29,840.3

2015............... 3,999.3 5,450.7 7,815.8 5,411.0 3,708.2 2,410.8 1,376.1 520.1 109.8 30,801.8

2016............... 4,091.6 5,615.3 8,037.2 5,709.8 3,847.7 2,456.3 1,394.4 529.9 116.5 31,798.7

2017............... 4,194.3 5,761.6 8,140.7 6,082.9 4,049.1 2,521.9 1,405.9 540.3 122.6 32,819.3

2018............... 4,246.5 5,909.0 8,341.8 6,366.4 4,254.1 2,607.5 1,417.1 552.4 127.3 33,822.2

2019............... 4,275.3 6,045.6 8,581.5 6,677.6 4,417.8 2,695.4 1,434.6 563.2 131.8 34,822.8

Female

1980............... 2,311.9 3,237.5 4,906.5 4,049.2 3,029.6 2,088.3 1,183.1 436.9 114.7 21,357.5

1985............... 2,409.7 3,528.8 5,219.6 4,448.2 3,453.9 2,358.3 1,363.7 584.6 167.9 23,534.6

1990............... 2,296.4 3,463.6 5,611.0 4,740.8 3,813.4 2,681.7 1,553.9 674.7 217.2 25,052.8

1995............... 2,211.5 3,242.8 5,428.1 5,115.4 4,059.3 2,993.5 1,786.2 782.8 263.0 25,882.6

2000............... 2,440.7 3,393.1 5,161.6 4,937.2 4,400.2 3,156.9 1,963.6 868.3 282.0 26,603.5

2001............... 2,532.6 3,484.1 5,164.1 4,898.9 4,383.5 3,247.4 1,975.6 880.0 284.3 26,850.5

2002............... 2,716.7 3,568.0 5,227.2 4,845.2 4,360.7 3,320.0 1,985.3 897.6 287.5 27,208.4

2003............... 2,889.4 3,683.6 5,332.3 4,781.9 4,339.3 3,389.0 1,996.6 914.1 290.3 27,616.5

2004............... 2,913.7 3,891.5 5,458.3 4,744.7 4,311.6 3,436.0 2,035.0 939.2 298.1 28,028.2

2005............... 2,866.8 4,124.9 5,588.6 4,746.2 4,281.2 3,458.4 2,087.9 949.8 303.2 28,407.1

2006............... 3,086.8 4,262.6 5,776.5 4,767.6 4,259.5 3,458.8 2,164.4 963.1 310.1 29,049.4

2007............... 3,516.3 4,266.0 6,045.4 4,832.2 4,219.6 3,450.5 2,219.6 972.7 318.9 29,841.2

2008............... 3,664.1 4,456.9 6,312.1 4,940.9 4,177.9 3,445.5 2,269.1 983.2 327.1 30,576.8

2009............... 3,633.0 4,865.9 6,527.7 5,059.4 4,155.6 3,431.3 2,299.8 1,005.4 336.2 31,314.3

2010............... 3,682.1 5,238.8 6,698.6 5,187.1 4,156.7 3,412.2 2,314.4 1,034.4 340.8 32,065.1

2011............... 3,770.3 5,397.4 7,033.4 5,353.3 4,177.2 3,395.5 2,313.5 1,070.4 344.0 32,854.8

2012............... 3,881.3 5,398.1 7,448.8 5,595.9 4,235.3 3,367.8 2,311.1 1,098.5 349.0 33,685.8

2013............... 3,993.3 5,500.8 7,769.7 5,842.2 4,332.2 3,337.4 2,309.8 1,121.4 353.5 34,560.5

2014............... 4,107.4 5,641.3 8,127.8 6,041.4 4,438.2 3,323.5 2,302.0 1,135.4 362.5 35,479.4

2015............... 4,201.7 5,806.4 8,526.0 6,199.4 4,552.8 3,329.5 2,291.6 1,142.5 372.9 36,422.8

2016............... 4,293.4 5,973.0 8,760.0 6,512.5 4,702.4 3,352.5 2,284.0 1,143.9 385.8 37,407.6

2017............... 4,391.1 6,122.4 8,867.9 6,903.0 4,920.7 3,405.8 2,269.4 1,145.4 396.6 38,422.2

2018............... 4,445.1 6,269.6 9,073.6 7,203.9 5,142.5 3,490.7 2,254.1 1,148.1 405.5 39,433.1

2019............... 4,474.1 6,403.4 9,317.9 7,536.0 5,321.2 3,582.7 2,250.7 1,147.6 413.2 40,446.9

Total

1980............... 4,399.4 6,068.0 8,899.2 6,998.7 4,935.7 3,182.4 1,704.9 604.6 151.1 36,944.2

1985............... 4,540.4 6,578.8 9,514.4 7,738.9 5,636.6 3,592.7 1,938.3 787.2 217.4 40,544.7

1990............... 4,391.5 6,518.9 10,192.0 8,301.5 6,309.4 4,100.8 2,204.3 894.0 273.4 43,185.6

1995............... 4,267.7 6,169.3 10,064.4 9,036.9 6,814.5 4,678.4 2,551.5 1,033.0 323.6 44,939.2

2000............... 4,727.9 6,521.7 9,694.5 8,909.5 7,503.3 5,037.2 2,876.4 1,157.4 345.5 46,773.2

2001............... 4,908.7 6,696.2 9,724.4 8,870.1 7,505.0 5,209.7 2,907.5 1,179.2 348.6 47,349.5

2002............... 5,271.1 6,860.7 9,864.7 8,802.4 7,492.4 5,351.6 2,941.2 1,208.4 352.8 48,145.2

2003............... 5,613.3 7,084.2 10,083.7 8,714.5 7,492.1 5,486.2 2,974.4 1,238.0 356.7 49,043.2

2004............... 5,657.3 7,495.0 10,336.0 8,678.7 7,481.7 5,585.9 3,050.5 1,281.3 367.1 49,933.4

2005............... 5,558.8 7,952.8 10,593.2 8,708.1 7,471.3 5,645.9 3,152.2 1,302.1 373.7 50,758.0

2006............... 5,999.0 8,220.2 10,956.3 8,778.5 7,470.2 5,673.0 3,291.5 1,328.2 383.8 52,100.7

2007............... 6,857.3 8,221.4 11,481.0 8,925.6 7,433.3 5,686.9 3,396.6 1,352.2 396.3 53,750.7

2008............... 7,143.0 8,600.0 12,003.4 9,149.3 7,393.7 5,712.2 3,488.9 1,375.1 408.6 55,274.2

2009............... 7,073.6 9,412.1 12,424.2 9,387.5 7,385.8 5,723.9 3,551.8 1,415.4 422.4 56,796.6

2010............... 7,168.1 10,147.1 12,754.6 9,640.4 7,418.5 5,728.8 3,590.9 1,466.3 429.7 58,344.3

2011............... 7,342.5 10,453.6 13,414.7 9,964.4 7,487.5 5,734.2 3,608.7 1,527.4 435.6 59,968.7

2012............... 7,564.2 10,448.0 14,234.8 10,437.2 7,622.0 5,717.9 3,625.3 1,576.9 444.7 61,671.1

2013............... 7,786.5 10,650.6 14,863.3 10,918.2 7,822.2 5,697.1 3,646.9 1,617.0 452.5 63,454.3

2014............... 8,013.7 10,929.0 15,563.9 11,305.7 8,035.0 5,702.1 3,659.2 1,644.4 466.6 65,319.7

2015............... 8,201.0 11,257.1 16,341.8 11,610.3 8,261.1 5,740.4 3,667.7 1,662.5 482.7 67,224.6

2016............... 8,385.0 11,588.3 16,797.3 12,222.2 8,550.2 5,808.8 3,678.4 1,673.8 502.3 69,206.3

2017............... 8,585.4 11,884.0 17,008.6 12,985.9 8,969.8 5,927.7 3,675.3 1,685.7 519.2 71,241.5

2018............... 8,691.6 12,178.7 17,415.4 13,570.3 9,396.7 6,098.2 3,671.2 1,700.5 532.8 73,255.4

2019............... 8,749.3 12,449.0 17,899.4 14,213.6 9,739.0 6,278.1 3,685.3 1,710.9 545.0 75,269.7
94

Benefit Payments

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures projected based on historical relationship to population and coverage rates.

Note: Future estimates based on 2010 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, 1980-2019)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980 ............... 1,962.6 2,659.3 3,758.0 2,752.1 1,777.2 992.4 470.0 145.0 27.9 14,544.4

1985 ............... 2,021.9 2,860.4 3,966.4 3,065.8 2,048.3 1,138.3 510.3 175.7 38.8 15,825.7

1990 ............... 1,953.7 2,826.0 4,294.1 3,296.1 2,315.9 1,330.3 593.1 191.1 46.6 16,846.9

1995 ............... 1,945.4 2,767.8 4,269.6 3,632.8 2,552.8 1,547.0 707.3 226.9 50.8 17,700.4

2000 ............... 2,184.1 2,945.6 4,203.3 3,645.7 2,856.5 1,739.9 830.9 265.0 56.2 18,727.2

2005 ............... 2,580.4 3,641.7 4,657.0 3,640.9 2,939.4 2,013.7 981.0 320.6 64.7 20,839.3

2006 ............... 2,791.7 3,763.2 4,825.7 3,688.8 2,952.1 2,033.6 1,040.5 333.8 67.4 21,496.9

2007 ............... 3,206.2 3,787.7 5,079.6 3,766.5 2,960.2 2,071.5 1,085.1 351.2 71.5 22,379.5

2008 ............... 3,333.2 3,932.1 5,312.5 3,896.3 2,952.7 2,099.3 1,123.2 368.7 75.2 23,093.3

2009 ............... 3,294.3 4,297.2 5,506.7 3,996.4 2,989.4 2,118.0 1,172.2 385.1 80.6 23,839.8

2010 ............... 3,339.6 4,652.7 5,669.4 4,108.2 3,015.0 2,149.1 1,189.9 406.9 84.3 24,615.0

2011 ............... 3,423.6 4,804.5 5,992.8 4,263.6 3,060.5 2,163.4 1,202.6 431.4 87.0 25,429.5

2012 ............... 3,530.9 4,808.6 6,380.8 4,498.0 3,127.6 2,173.7 1,225.4 446.8 90.5 26,282.3

2013 ............... 3,637.6 4,911.8 6,693.3 4,721.2 3,238.2 2,172.2 1,243.4 460.8 95.0 27,173.5

2014 ............... 3,746.9 5,050.0 7,040.3 4,916.5 3,320.7 2,200.9 1,253.2 476.4 96.8 28,101.6

2015 ............... 3,836.7 5,211.0 7,418.9 5,065.6 3,420.9 2,229.1 1,276.8 484.7 103.5 29,047.3

2016 ............... 3,925.8 5,372.9 7,646.0 5,362.2 3,557.8 2,270.9 1,289.5 492.2 110.2 30,027.6

2017 ............... 4,024.8 5,516.5 7,759.0 5,720.1 3,762.6 2,329.3 1,300.8 503.8 113.9 31,030.7

2018 ............... 4,075.2 5,660.6 7,962.3 6,007.6 3,957.7 2,419.2 1,304.0 513.4 118.3 32,018.3

2019 ............... 4,103.1 5,794.0 8,200.5 6,322.6 4,126.2 2,488.0 1,326.9 519.6 123.3 33,004.2

Female

1980 ............... 1,521.9 2,151.2 3,248.5 2,588.8 1,862.9 1,145.4 586.6 191.1 36.1 13,332.4

1985 ............... 1,603.1 2,350.8 3,499.0 2,938.9 2,229.7 1,412.4 720.1 283.3 68.9 15,106.2

1990 ............... 1,562.4 2,335.8 3,782.9 3,155.5 2,526.7 1,696.3 901.2 349.7 102.2 16,412.6

1995 ............... 1,585.9 2,289.7 3,707.9 3,424.6 2,722.8 1,943.6 1,100.4 450.1 131.9 17,357.0

2000 ............... 1,891.2 2,559.4 3,688.8 3,368.0 2,972.1 2,108.7 1,261.2 535.3 158.3 18,543.1

2005 ............... 2,356.7 3,343.4 4,288.1 3,408.1 2,972.8 2,337.1 1,385.3 617.0 184.6 20,893.2

2006 ............... 2,564.1 3,497.6 4,471.3 3,446.0 2,946.6 2,366.5 1,457.1 631.9 190.7 21,571.7

2007 ............... 2,964.5 3,563.3 4,752.6 3,528.7 2,943.4 2,394.6 1,499.8 653.6 200.3 22,500.8

2008 ............... 3,119.9 3,729.7 5,024.0 3,666.7 2,925.7 2,398.1 1,535.7 673.8 206.7 23,280.3

2009 ............... 3,116.9 4,019.2 5,207.5 3,787.6 2,958.4 2,390.3 1,587.0 692.9 219.5 23,979.4

2010 ............... 3,179.8 4,374.5 5,391.4 3,917.3 2,984.8 2,383.8 1,606.6 712.7 227.9 24,778.8

2011 ............... 3,279.4 4,554.3 5,706.9 4,101.0 3,037.7 2,367.3 1,607.3 739.8 234.4 25,628.0

2012 ............... 3,409.6 4,607.6 6,077.4 4,368.1 3,107.3 2,361.1 1,615.7 753.0 241.1 26,540.9

2013 ............... 3,532.8 4,741.3 6,400.7 4,617.1 3,224.9 2,345.1 1,616.0 766.4 248.1 27,492.4

2014 ............... 3,649.3 4,900.6 6,780.1 4,820.3 3,323.1 2,366.8 1,602.6 783.8 247.2 28,473.9

2015 ............... 3,747.4 5,078.4 7,189.3 4,989.8 3,439.2 2,392.7 1,601.2 793.9 255.3 29,487.2

2016 ............... 3,844.2 5,256.3 7,462.1 5,284.4 3,603.6 2,439.3 1,592.4 795.8 266.8 30,545.1

2017 ............... 3,957.5 5,424.8 7,626.8 5,633.0 3,843.0 2,500.4 1,592.2 801.1 270.9 31,649.7

2018 ............... 4,023.2 5,587.2 7,869.8 5,935.8 4,066.0 2,599.4 1,584.7 802.9 277.8 32,746.9

2019 ............... 4,084.5 5,748.7 8,142.8 6,287.6 4,246.5 2,683.3 1,604.0 798.2 286.4 33,882.0

Total

1980 ............... 3,484.5 4,810.5 7,006.4 5,340.8 3,640.1 2,137.8 1,056.5 336.2 64.0 27,876.8

1985 ............... 3,624.9 5,211.2 7,465.4 6,004.7 4,278.1 2,550.6 1,230.4 459.0 107.6 30,932.0

1990 ............... 3,516.1 5,161.8 8,077.0 6,451.6 4,842.6 3,026.5 1,494.3 540.7 148.8 33,259.4

1995 ............... 3,531.3 5,057.6 7,977.5 7,057.4 5,275.6 3,490.6 1,807.8 677.0 182.7 35,057.4

2000 ............... 4,075.3 5,505.0 7,892.1 7,013.7 5,828.6 3,848.6 2,092.1 800.3 214.5 37,270.3

2005 ............... 4,937.1 6,985.1 8,945.1 7,049.0 5,912.2 4,350.8 2,366.3 937.7 249.2 41,732.6

2006 ............... 5,355.7 7,260.7 9,297.0 7,134.8 5,898.8 4,400.2 2,497.5 965.7 258.1 43,068.6

2007 ............... 6,170.6 7,351.0 9,832.2 7,295.2 5,903.6 4,466.1 2,584.9 1,004.8 271.8 44,880.3

2008 ............... 6,453.2 7,661.8 10,336.4 7,563.0 5,878.4 4,497.4 2,658.9 1,042.5 282.0 46,373.6

2009 ............... 6,411.2 8,316.4 10,714.2 7,783.9 5,947.7 4,508.3 2,759.2 1,078.1 300.1 47,819.2

2010 ............... 6,519.4 9,027.1 11,060.8 8,025.4 5,999.7 4,532.9 2,796.6 1,119.6 312.1 49,393.7

2011 ............... 6,703.0 9,358.8 11,699.7 8,364.6 6,098.2 4,530.7 2,809.9 1,171.2 321.4 51,057.5

2012 ............... 6,940.5 9,416.2 12,458.2 8,866.1 6,234.9 4,534.8 2,841.2 1,199.8 331.6 52,823.2

2013 ............... 7,170.4 9,653.1 13,093.9 9,338.3 6,463.1 4,517.3 2,859.5 1,227.1 343.1 54,665.9

2014 ............... 7,396.2 9,950.6 13,820.4 9,736.7 6,643.8 4,567.7 2,855.9 1,260.1 344.0 56,575.5

2015 ............... 7,584.1 10,289.4 14,608.2 10,055.5 6,860.1 4,621.7 2,878.0 1,278.7 358.8 58,534.5

2016 ............... 7,770.1 10,629.2 15,108.1 10,646.6 7,161.4 4,710.2 2,881.9 1,288.0 377.1 60,572.7

2017 ............... 7,982.3 10,941.2 15,385.7 11,353.1 7,605.7 4,829.7 2,893.0 1,304.9 384.8 62,680.4

2018 ............... 8,098.4 11,247.8 15,832.1 11,943.4 8,023.7 5,018.6 2,888.7 1,316.3 396.2 64,765.2

2019 ............... 8,187.5 11,542.6 16,343.3 12,610.2 8,372.7 5,171.4 2,930.9 1,317.8 409.7 66,886.2
95

OASI Numbers

Sources:

• Historical figures calculated by dividing number of workers who are fully insured (see Table III.B1) by population (see Table III.B2).

• Future figures projected based on historical relationship to population and coverage rates.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B3.—Percent of the Population That Is Fully Insured, Age 60 or Older

(By age and gender, as of December 31, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 94.01 93.95 94.12 93.31 93.23 90.70 90.06 86.45 76.63 93.31

1985............... 94.89 93.78 92.35 93.16 93.84 92.21 88.79 86.71 78.39 93.04

1990............... 93.25 92.49 93.74 92.57 92.78 93.74 91.20 87.10 82.94 92.91

1995............... 94.61 94.58 92.09 92.64 92.65 91.82 92.43 90.70 83.79 92.88

2000............... 95.49 94.15 92.73 91.78 92.05 92.53 91.04 91.68 88.47 92.85

2001............... 95.76 94.51 93.00 91.60 91.58 92.62 91.49 91.20 88.86 92.93

2002............... 95.78 94.61 92.89 91.54 92.22 92.14 91.60 90.99 90.06 92.99

2003............... 95.89 95.31 93.49 91.45 92.23 91.69 93.02 90.84 91.71 93.28

2004............... 95.69 94.20 93.01 92.03 91.76 92.39 91.89 90.19 90.95 93.02

2005............... 95.85 95.14 93.06 91.90 92.14 92.05 92.17 91.02 91.75 93.24

2006............... 95.86 95.09 93.16 91.97 91.95 91.84 92.32 91.43 91.45 93.26

2007............... 95.96 95.76 93.45 92.01 92.11 92.63 92.19 92.54 92.33 93.60

2008............... 95.81 94.91 93.34 92.58 91.82 92.62 92.08 94.07 92.32 93.50

2009............... 95.75 94.52 93.39 92.34 92.54 92.39 93.62 93.93 93.48 93.55

2010............... 95.80 94.79 93.62 92.25 92.43 92.77 93.22 94.23 94.77 93.67

2011............... 95.84 95.02 93.91 92.46 92.45 92.50 92.85 94.40 94.90 93.79

2012............... 95.87 95.22 94.03 92.91 92.35 92.49 93.24 93.39 94.58 93.91

2013............... 95.90 95.38 94.36 93.01 92.79 92.06 92.99 92.97 95.93 94.05

2014............... 95.92 95.50 94.68 93.39 92.32 92.52 92.34 93.57 93.01 94.17

2015............... 95.93 95.60 94.92 93.62 92.25 92.46 92.78 93.21 94.23 94.30

2016............... 95.95 95.68 95.13 93.91 92.47 92.45 92.48 92.88 94.58 94.43

2017............... 95.96 95.75 95.31 94.04 92.92 92.36 92.52 93.24 92.89 94.55

2018............... 95.97 95.80 95.45 94.36 93.03 92.78 92.02 92.93 92.94 94.67

2019............... 95.97 95.84 95.56 94.68 93.40 92.31 92.50 92.25 93.59 94.78

Female

1980............... 65.83 66.45 66.21 63.93 61.49 54.85 49.58 43.75 31.44 62.42

1985............... 66.53 66.62 67.04 66.07 64.56 59.89 52.81 48.47 41.02 64.19

1990............... 68.04 67.44 67.42 66.56 66.26 63.25 58.00 51.83 47.05 65.51

1995............... 71.71 70.61 68.31 66.95 67.08 64.93 61.61 57.49 50.15 67.06

2000............... 77.49 75.43 71.47 68.22 67.55 66.80 64.23 61.64 56.15 69.70

2001............... 78.48 76.67 72.78 68.55 67.77 66.88 65.05 62.16 57.02 70.44

2002............... 78.78 77.23 73.59 69.09 68.50 66.64 65.72 62.75 58.14 71.03

2003............... 80.09 79.10 75.23 69.69 69.07 66.40 66.94 63.44 59.59 72.09

2004............... 80.88 79.14 75.85 71.00 68.93 67.33 66.26 64.04 60.15 72.64

2005............... 82.21 81.05 76.73 71.81 69.44 67.58 66.35 64.96 60.87 73.55

2006............... 83.07 82.05 77.41 72.28 69.18 68.42 67.32 65.61 61.50 74.26

2007............... 84.31 83.53 78.62 73.02 69.76 69.40 67.57 67.19 62.80 75.40

2008............... 85.15 83.68 79.59 74.21 70.03 69.60 67.68 68.54 63.21 76.14

2009............... 85.79 82.60 79.78 74.86 71.19 69.66 69.00 68.92 65.31 76.58

2010............... 86.36 83.50 80.49 75.52 71.81 69.86 69.42 68.90 66.86 77.28

2011............... 86.98 84.38 81.14 76.61 72.72 69.72 69.47 69.11 68.14 78.00

2012............... 87.85 85.36 81.59 78.06 73.37 70.11 69.91 68.55 69.07 78.79

2013............... 88.47 86.19 82.38 79.03 74.44 70.27 69.97 68.34 70.20 79.55

2014............... 88.85 86.87 83.42 79.79 74.87 71.22 69.62 69.04 68.20 80.25

2015............... 89.19 87.46 84.32 80.49 75.54 71.86 69.87 69.49 68.47 80.96

2016............... 89.54 88.00 85.18 81.14 76.63 72.76 69.72 69.57 69.16 81.65

2017............... 90.13 88.61 86.00 81.60 78.10 73.42 70.16 69.95 68.31 82.37

2018............... 90.51 89.11 86.73 82.40 79.07 74.47 70.30 69.94 68.51 83.04

2019............... 91.29 89.78 87.39 83.43 79.80 74.90 71.27 69.55 69.30 83.77

Total

1980............... 79.20 79.28 78.73 76.31 73.75 67.18 61.97 55.60 42.33 75.46

1985............... 79.84 79.21 78.46 77.59 75.90 70.99 63.48 58.31 49.52 76.29

1990............... 80.07 79.18 79.25 77.72 76.75 73.80 67.79 60.48 54.42 77.02

1995............... 82.74 81.98 79.26 78.10 77.42 74.61 70.85 65.54 56.45 78.01

2000............... 86.20 84.41 81.41 78.72 77.68 76.41 72.74 69.15 62.09 79.68

2001............... 86.84 85.23 82.26 78.87 77.68 76.57 73.53 69.53 62.90 80.17

2002............... 87.02 85.57 82.66 79.18 78.41 76.32 74.13 70.01 64.04 80.58

2003............... 87.75 86.88 83.83 79.51 78.82 76.07 75.51 70.61 65.56 81.35

2004............... 88.06 86.38 83.95 80.54 78.61 76.97 74.79 71.02 65.94 81.58

2005............... 88.82 87.83 84.44 80.95 79.13 77.06 75.07 72.01 66.70 82.22

2006............... 89.28 88.33 84.86 81.28 78.96 77.56 75.88 72.71 67.26 82.66

2007............... 89.99 89.41 85.64 81.73 79.42 78.53 76.10 74.30 68.58 83.50

2008............... 90.34 89.09 86.11 82.66 79.51 78.73 76.21 75.81 69.01 83.90

2009............... 90.64 88.36 86.24 82.92 80.53 78.76 77.68 76.17 71.06 84.19

2010............... 90.95 88.96 86.72 83.25 80.88 79.12 77.88 76.36 72.64 84.66

2011............... 91.29 89.53 87.22 83.94 81.44 79.01 77.86 76.68 73.77 85.14

2012............... 91.75 90.12 87.52 84.95 81.80 79.31 78.37 76.09 74.56 85.65

2013............... 92.09 90.63 88.10 85.53 82.63 79.29 78.41 75.89 75.83 86.15

2014............... 92.29 91.05 88.80 86.12 82.69 80.10 78.05 76.63 73.74 86.61

2015............... 92.48 91.40 89.39 86.61 83.04 80.51 78.47 76.91 74.33 87.07

2016............... 92.67 91.72 89.94 87.11 83.76 81.09 78.35 76.95 75.06 87.52

2017............... 92.98 92.07 90.46 87.43 84.79 81.48 78.71 77.41 74.11 87.98

2018............... 93.18 92.36 90.91 88.01 85.39 82.30 78.69 77.41 74.35 88.41

2019............... 93.58 92.72 91.31 88.72 85.97 82.37 79.53 77.03 75.17 88.86
96

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 2010 Trustees Report intermediate set of assumptions.

Table III.B4.—Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980 ............... 1,021,421 3,646,277 2,749,092 1,774,402 990,406 468,811 144,363 27,810 10,822,582

1985 ............... 1,311,496 3,829,916 3,062,794 2,045,416 1,136,245 509,049 175,156 38,690 12,108,762

1990 ............... 1,359,063 4,115,725 3,293,321 2,313,297 1,328,325 592,271 190,709 46,520 13,239,231

1995 ............... 1,341,921 4,102,009 3,629,610 2,550,777 1,545,377 706,479 226,649 50,722 14,153,544

2000 ............... 1,356,530 4,089,438 3,643,448 2,854,316 1,738,823 830,011 264,704 56,188 14,833,458

2001 ............... 1,362,145 4,133,279 3,635,520 2,857,082 1,816,493 851,740 272,559 57,162 14,985,980

2002 ............... 1,362,417 4,198,588 3,620,345 2,886,028 1,870,626 874,635 282,448 58,706 15,153,793

2003 ............... 1,355,408 4,265,130 3,593,820 2,906,050 1,921,864 908,159 293,794 60,833 15,305,058

2004 ............... 1,396,952 4,283,160 3,617,898 2,906,906 1,984,530 932,081 308,052 62,692 15,492,271

2005 ............... 1,454,662 4,314,003 3,637,993 2,937,756 2,012,477 980,272 320,328 64,624 15,722,115

2006 ............... 1,453,511 4,383,921 3,686,878 2,950,577 2,032,573 1,039,939 333,620 67,411 15,948,430

2007 ............... 1,395,383 4,506,322 3,764,228 2,958,863 2,070,477 1,084,578 350,970 71,519 16,202,340

2008 ............... 1,396,641 4,648,621 3,894,050 2,951,021 2,098,120 1,122,995 368,630 75,205 16,555,283

2009 ............... 1,589,918 4,844,148 3,993,394 2,987,529 2,117,090 1,171,611 385,085 80,548 17,169,323

2010 ............... 1,771,266 5,006,592 4,104,334 3,012,715 2,148,271 1,189,292 407,217 84,323 17,724,010

2011 ............... 1,835,144 5,237,939 4,259,386 3,057,957 2,162,620 1,202,000 431,717 87,031 18,273,794

2012 ............... 1,801,266 5,542,320 4,493,220 3,125,258 2,172,550 1,224,838 447,046 90,590 18,897,087

2013 ............... 1,819,368 5,842,199 4,716,268 3,235,807 2,170,754 1,242,854 460,996 95,054 19,583,300

2014 ............... 1,853,130 6,170,199 4,911,378 3,317,835 2,199,377 1,252,767 476,450 96,890 20,278,027

2015 ............... 1,896,262 6,524,854 5,060,464 3,417,686 2,227,401 1,276,481 484,795 103,551 20,991,494

2016 ............... 1,942,297 6,717,404 5,356,813 3,554,285 2,269,077 1,289,195 492,244 110,312 21,731,628

2017 ............... 1,978,009 6,798,300 5,714,492 3,758,656 2,327,574 1,300,215 503,895 113,907 22,495,047

2018 ............... 2,010,311 6,968,189 6,001,776 3,953,522 2,417,336 1,303,236 513,499 118,385 23,286,254

2019 ............... 2,035,735 7,170,516 6,316,582 4,121,947 2,485,857 1,326,133 519,775 123,297 24,099,843

Female

1980 ............... 1,035,914 2,723,423 2,207,554 1,560,052 963,393 504,861 166,706 31,446 9,193,349

1985 ............... 1,185,981 2,938,870 2,540,391 1,902,479 1,214,901 628,364 248,998 61,099 10,721,083

1990 ............... 1,181,626 3,154,025 2,735,215 2,189,128 1,484,787 801,206 311,223 91,336 11,948,546

1995 ............... 1,141,061 3,127,683 2,973,295 2,371,657 1,724,478 992,149 406,376 119,123 12,855,822

2000 ............... 1,236,011 3,211,427 3,006,740 2,627,599 1,895,433 1,155,972 491,412 145,313 13,769,907

2001 ............... 1,251,716 3,282,754 3,004,388 2,625,716 1,946,109 1,178,476 502,259 148,870 13,940,288

2002 ............... 1,263,678 3,365,918 3,002,872 2,642,843 1,979,223 1,197,151 517,546 153,652 14,122,883

2003 ............... 1,273,401 3,473,089 2,996,260 2,652,542 2,008,226 1,224,277 532,782 158,974 14,319,551

2004 ............... 1,331,403 3,547,294 3,036,174 2,633,651 2,064,713 1,232,985 552,860 164,928 14,564,008

2005 ............... 1,410,089 3,635,093 3,086,307 2,638,076 2,089,197 1,263,487 567,541 169,873 14,859,663

2006 ............... 1,435,645 3,759,173 3,160,799 2,642,911 2,097,232 1,308,159 582,608 176,041 15,162,568

2007 ............... 1,402,959 3,927,629 3,255,174 2,650,147 2,119,805 1,340,641 598,359 185,272 15,479,986

2008 ............... 1,424,091 4,103,784 3,402,706 2,650,014 2,135,371 1,367,821 615,718 191,124 15,890,629

2009 ............... 1,605,401 4,314,644 3,529,957 2,693,684 2,131,924 1,418,168 628,348 202,731 16,524,857

2010 ............... 1,776,320 4,471,425 3,655,805 2,735,231 2,134,860 1,432,537 644,917 210,629 17,061,723

2011 ............... 1,850,850 4,700,336 3,830,597 2,794,578 2,131,171 1,432,114 665,085 215,332 17,620,064

2012 ............... 1,844,990 4,987,743 4,080,637 2,872,780 2,132,191 1,440,602 675,997 219,001 18,253,942

2013 ............... 1,893,306 5,282,952 4,309,554 2,997,632 2,126,236 1,443,479 684,740 226,206 18,964,104

2014 ............... 1,956,022 5,625,867 4,501,058 3,097,465 2,156,120 1,431,753 701,459 220,159 19,689,903

2015 ............... 2,030,820 5,998,834 4,661,249 3,209,701 2,193,066 1,434,297 707,763 230,811 20,466,542

2016 ............... 2,108,409 6,238,609 4,938,581 3,365,987 2,244,614 1,434,063 708,814 237,416 21,276,495

2017 ............... 2,168,139 6,380,378 5,266,736 3,590,023 2,312,212 1,438,507 714,439 243,263 22,113,697

2018 ............... 2,212,352 6,595,363 5,552,248 3,795,231 2,416,849 1,437,498 717,336 246,635 22,973,511

2019 ............... 2,236,487 6,837,934 5,883,691 3,965,300 2,501,448 1,461,857 713,440 257,141 23,857,298

Total

1980 ............... 2,057,335 6,369,700 4,956,646 3,334,454 1,953,799 973,672 311,069 59,256 20,015,931

1985 ............... 2,497,477 6,768,786 5,603,185 3,947,895 2,351,146 1,137,413 424,154 99,789 22,829,845

1990 ............... 2,540,689 7,269,750 6,028,536 4,502,425 2,813,112 1,393,477 501,932 137,856 25,187,777

1995 ............... 2,482,982 7,229,692 6,602,905 4,922,434 3,269,855 1,698,628 633,025 169,845 27,009,366

2000 ............... 2,592,541 7,300,865 6,650,188 5,481,915 3,634,256 1,985,983 756,116 201,501 28,603,365

2001 ............... 2,613,861 7,416,033 6,639,908 5,482,798 3,762,602 2,030,216 774,818 206,032 28,926,268

2002 ............... 2,626,095 7,564,506 6,623,217 5,528,871 3,849,849 2,071,786 799,994 212,358 29,276,676

2003 ............... 2,628,809 7,738,219 6,590,080 5,558,592 3,930,090 2,132,436 826,576 219,807 29,624,609

2004 ............... 2,728,355 7,830,454 6,654,072 5,540,557 4,049,243 2,165,066 860,912 227,620 30,056,279

2005 ............... 2,864,751 7,949,096 6,724,300 5,575,832 4,101,674 2,243,759 887,869 234,497 30,581,778

2006 ............... 2,889,156 8,143,094 6,847,677 5,593,488 4,129,805 2,348,098 916,228 243,452 31,110,998

2007 ............... 2,798,342 8,433,951 7,019,402 5,609,010 4,190,282 2,425,219 949,329 256,791 31,682,326

2008 ............... 2,820,732 8,752,405 7,296,756 5,601,035 4,233,491 2,490,816 984,348 266,329 32,445,912

2009 ............... 3,195,319 9,158,792 7,523,351 5,681,213 4,249,014 2,589,779 1,013,433 283,279 33,694,180

2010 ............... 3,547,586 9,478,017 7,760,139 5,747,946 4,283,130 2,621,828 1,052,135 294,952 34,785,733

2011 ............... 3,685,994 9,938,275 8,089,984 5,852,535 4,293,791 2,634,114 1,096,802 302,363 35,893,858

2012 ............... 3,646,256 10,530,063 8,573,857 5,998,038 4,304,741 2,665,441 1,123,043 309,591 37,151,030

2013 ............... 3,712,674 11,125,151 9,025,822 6,233,439 4,296,990 2,686,333 1,145,736 321,259 38,547,404

2014 ............... 3,809,152 11,796,067 9,412,436 6,415,301 4,355,498 2,684,520 1,177,908 317,048 39,967,930

2015 ............... 3,927,082 12,523,689 9,721,713 6,627,387 4,420,468 2,710,777 1,192,558 334,362 41,458,036

2016 ............... 4,050,706 12,956,014 10,295,394 6,920,273 4,513,691 2,723,259 1,201,058 347,728 43,008,122

2017 ............... 4,146,148 13,178,678 10,981,228 7,348,679 4,639,786 2,738,722 1,218,334 357,170 44,608,743

2018 ............... 4,222,663 13,563,552 11,554,023 7,748,753 4,834,184 2,740,734 1,230,836 365,020 46,259,766

2019 ............... 4,272,222 14,008,450 12,200,274 8,087,247 4,987,305 2,787,990 1,233,214 380,438 47,957,140
97

OASI Numbers

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B5.—Insured Aged Widows and Widowers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980............... 135,862 305,974 442,992 355,758 280,608 173,552 79,427 24,072 4,602 1,802,847

1985............... 155,030 354,321 483,449 371,998 303,320 188,639 89,379 33,906 7,796 1,987,838

1990............... 130,897 325,820 526,642 393,801 312,104 201,809 97,478 38,023 10,909 2,037,483

1995............... 112,851 270,454 471,870 423,746 324,623 208,572 105,390 43,225 12,863 1,973,594

2000............... 101,154 238,672 379,153 350,545 321,665 195,421 96,957 43,082 13,137 1,739,786

2001............... 100,721 241,601 378,492 327,251 318,256 219,176 99,081 43,708 12,733 1,741,019

2002............... 104,668 235,228 374,079 315,912 318,357 230,368 105,528 41,906 12,737 1,738,783

2003............... 109,331 237,020 375,250 302,280 320,666 245,988 111,472 45,063 12,537 1,759,607

2004............... 105,357 238,710 380,506 292,045 314,148 250,346 120,233 47,717 15,090 1,764,152

2005............... 94,234 250,915 375,940 274,785 302,216 258,630 129,802 48,347 15,400 1,750,269

2006............... 90,725 250,791 370,903 258,692 276,878 251,880 144,449 48,896 14,688 1,707,902

2007............... 104,316 240,907 383,096 248,454 266,736 256,796 154,849 54,456 14,988 1,724,598

2008............... 106,044 228,781 412,485 237,729 248,572 245,473 163,152 57,373 15,592 1,715,201

2009............... 98,628 246,722 409,478 230,837 237,807 240,406 162,784 63,752 16,688 1,707,102

2010............... 100,265 262,810 407,888 233,686 225,989 234,848 170,608 67,896 17,692 1,721,683

2011............... 103,035 264,396 421,144 241,783 220,456 222,990 171,626 74,590 19,543 1,739,564

2012............... 106,341 254,973 439,239 257,159 212,931 216,377 171,651 77,097 22,538 1,758,306

2013............... 109,977 252,710 451,572 274,901 206,709 207,011 169,157 81,544 22,427 1,776,007

2014............... 113,484 251,832 466,001 285,365 205,249 199,487 167,532 82,395 27,546 1,798,890

2015............... 116,426 251,880 480,890 293,774 208,705 189,203 163,705 86,060 25,036 1,815,679

2016............... 119,171 251,584 485,537 309,385 216,055 184,744 155,476 86,950 29,943 1,838,844

2017............... 122,444 248,277 483,239 327,758 229,899 178,805 150,996 86,792 28,156 1,856,365

2018............... 124,895 242,834 485,218 343,226 246,034 173,831 144,698 85,687 31,755 1,878,178

2019............... 126,433 234,994 488,104 361,497 255,730 173,276 139,890 84,874 29,804 1,894,602

Aged widowers

1980............... ... 7,219 3,160 2,520 2,504 1,802 858 624 109 18,796

1985............... 5,896 7,649 4,451 2,702 2,696 1,810 977 509 61 26,751

1990............... 5,835 8,720 5,546 2,649 2,444 1,795 637 306 33 27,965

1995............... 6,804 9,963 5,598 3,093 1,870 1,464 663 239 24 29,718

2000............... 6,694 9,502 5,228 2,220 1,988 860 646 216 26 27,380

2001............... 6,865 9,579 5,109 2,204 1,560 690 645 232 24 26,908

2002............... 7,449 10,146 5,287 1,896 1,759 1,021 724 236 24 28,542

2003............... 8,336 11,252 6,217 2,226 1,708 986 1,151 418 26 32,320

2004............... 8,272 12,684 7,175 2,504 1,944 1,641 907 396 41 35,564

2005............... 7,819 15,007 8,782 2,548 1,426 1,093 611 257 29 37,572

2006............... 8,640 16,333 10,430 1,730 1,538 1,034 427 144 24 40,300

2007............... 9,652 15,936 10,883 2,438 1,556 1,292 640 270 30 42,697

2008............... 9,821 16,612 14,522 2,342 1,450 1,387 244 84 38 46,500

2009............... 10,374 19,204 16,233 3,062 1,598 1,127 714 60 30 52,402

2010............... 10,352 21,258 16,768 3,408 1,812 937 814 67 17 55,434

2011............... 10,300 22,075 18,304 3,736 2,094 930 799 67 18 58,324

2012............... 10,592 21,918 20,405 4,134 1,968 1,254 752 112 15 61,151

2013............... 10,894 22,356 21,503 4,329 1,964 1,549 761 159 13 63,526

2014............... 11,202 22,973 22,422 4,443 2,282 1,568 654 271 23 65,838

2015............... 11,476 23,702 23,344 4,507 2,547 1,748 546 342 18 68,229

2016............... 11,726 24,473 24,230 4,685 2,776 1,942 536 336 16 70,722

2017............... 12,030 25,098 25,066 4,920 3,133 1,825 764 307 70 73,213

2018............... 12,216 25,695 26,082 5,098 3,289 1,905 967 303 64 75,618

2019............... 12,293 26,210 27,165 5,290 3,380 2,213 967 268 163 77,948

Total

1980............... 135,862 313,193 446,152 358,278 283,112 175,354 80,285 24,696 4,711 1,821,643

1985............... 160,926 361,970 487,900 374,700 306,016 190,449 90,356 34,415 7,857 2,014,589

1990............... 136,732 334,540 532,188 396,450 314,548 203,604 98,115 38,329 10,942 2,065,448

1995............... 119,655 280,417 477,468 426,839 326,493 210,036 106,053 43,464 12,887 2,003,312

2000............... 107,848 248,174 384,381 352,765 323,653 196,281 97,603 43,298 13,163 1,767,166

2001............... 107,586 251,180 383,601 329,455 319,816 219,866 99,726 43,940 12,757 1,767,927

2002............... 112,117 245,374 379,366 317,808 320,116 231,389 106,252 42,142 12,761 1,767,325

2003............... 117,667 248,272 381,467 304,506 322,374 246,974 112,623 45,481 12,563 1,791,927

2004............... 113,629 251,394 387,681 294,549 316,092 251,987 121,140 48,113 15,131 1,799,716

2005............... 102,053 265,922 384,722 277,333 303,642 259,723 130,413 48,604 15,429 1,787,841

2006............... 99,365 267,124 381,333 260,422 278,416 252,914 144,876 49,040 14,712 1,748,202

2007............... 113,968 256,843 393,979 250,892 268,292 258,088 155,489 54,726 15,018 1,767,295

2008............... 115,865 245,393 427,007 240,071 250,022 246,860 163,396 57,457 15,630 1,761,701

2009............... 109,002 265,926 425,711 233,899 239,405 241,533 163,498 63,812 16,718 1,759,504

2010............... 110,617 284,069 424,656 237,094 227,801 235,786 171,422 67,963 17,709 1,777,117

2011............... 113,336 286,471 439,448 245,519 222,550 223,920 172,426 74,658 19,560 1,797,889

2012............... 116,933 276,891 459,645 261,293 214,900 217,631 172,403 77,209 22,553 1,819,457

2013............... 120,871 275,066 473,075 279,230 208,673 208,560 169,917 81,703 22,439 1,839,534

2014............... 124,686 274,806 488,422 289,808 207,531 201,055 168,186 82,666 27,569 1,864,728

2015............... 127,901 275,582 504,235 298,281 211,252 190,951 164,251 86,402 25,054 1,883,909

2016............... 130,897 276,057 509,767 314,070 218,831 186,686 156,012 87,286 29,960 1,909,566

2017............... 134,474 273,375 508,305 332,678 233,032 180,630 151,759 87,099 28,226 1,929,577

2018............... 137,111 268,529 511,300 348,324 249,323 175,735 145,665 85,990 31,818 1,953,796

2019............... 138,726 261,204 515,268 366,786 259,111 175,489 140,857 85,142 29,967 1,972,550
98

Benefit Payments

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B6.—Insured Aged Spouses With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 36,635 52,318 42,260 25,739 10,154 3,045 452 170,603

1985 ............... 40,271 52,818 44,214 27,756 10,812 3,236 570 179,677

1990 ............... 36,641 54,456 44,699 29,445 11,942 3,561 572 181,316

1995 ............... 31,224 48,978 47,064 30,704 13,077 4,105 702 175,854

2000 ............... 24,534 37,559 38,155 30,041 13,827 4,292 756 149,164

2001 ............... 24,376 41,392 39,764 33,249 14,420 4,266 768 158,235

2002 ............... 25,481 38,256 41,818 33,916 14,902 4,328 791 159,492

2003 ............... 25,954 39,440 41,350 34,368 15,334 5,033 860 162,339

2004 ............... 23,406 43,023 44,010 33,551 15,704 5,139 920 165,753

2005 ............... 24,556 50,293 43,807 34,528 16,035 5,408 941 175,568

2006 ............... 25,264 52,466 43,687 32,171 17,935 5,547 930 178,000

2007 ............... 23,896 56,879 40,101 33,146 20,597 6,153 1,026 181,798

2008 ............... 19,024 55,089 36,797 31,537 19,313 6,188 1,152 169,100

2009 ............... 21,887 49,628 34,120 32,036 19,570 6,565 1,493 165,299

2010 ............... 23,478 52,851 35,603 29,517 18,860 6,716 1,329 168,353

2011 ............... 23,976 54,774 36,785 28,745 17,845 6,761 1,609 170,496

2012 ............... 22,912 56,941 39,050 27,813 17,290 6,711 1,445 172,163

2013 ............... 22,618 58,195 41,832 26,975 16,540 6,644 1,621 174,425

2014 ............... 22,476 60,149 43,496 27,022 15,951 6,559 1,509 177,161

2015 ............... 22,441 62,215 44,800 27,641 15,174 6,414 1,691 180,377

2016 ............... 22,392 62,834 47,049 28,778 14,788 6,064 1,639 183,545

2017 ............... 22,161 62,469 49,789 30,799 14,339 5,908 1,511 186,975

2018 ............... 21,726 62,683 52,237 32,855 13,923 5,658 1,524 190,607

2019 ............... 21,056 63,023 55,019 33,942 13,980 5,465 1,485 193,971

Aged husbands

1980 ............... 680 1,834 1,006 755 570 580 126 5,551

1985 ............... 367 844 689 635 495 515 115 3,660

1990 ............... 223 480 469 493 399 431 98 2,593

1995 ............... 167 345 377 445 371 406 95 2,206

2000 ............... 148 366 256 453 449 538 123 2,333

2001 ............... 108 186 326 351 417 543 122 2,053

2002 ............... 111 285 231 301 426 454 111 1,919

2003 ............... 348 351 531 466 445 425 130 2,696

2004 ............... 171 488 617 420 307 350 115 2,468

2005 ............... 150 484 788 473 316 346 109 2,666

2006 ............... 157 593 759 443 330 322 96 2,700

2007 ............... 544 1,214 995 286 169 69 24 3,301

2008 ............... 361 1,563 442 709 80 34 11 3,200

2009 ............... 448 2,249 760 700 90 42 13 4,302

2010 ............... 531 2,177 853 751 81 76 7 4,476

2011 ............... 562 2,287 920 755 76 79 7 4,686

2012 ............... 553 2,498 1,060 701 106 81 27 5,027

2013 ............... 562 2,713 1,112 788 140 81 24 5,421

2014 ............... 577 2,874 1,141 907 146 64 62 5,771

2015 ............... 595 3,031 1,163 1,014 150 56 38 6,047

2016 ............... 615 3,144 1,222 1,119 156 55 19 6,330

2017 ............... 633 3,243 1,275 1,213 152 66 24 6,606

2018 ............... 650 3,374 1,303 1,270 166 83 31 6,876

2019 ............... 664 3,519 1,342 1,304 193 90 29 7,141

Total

1980 ............... 37,315 54,152 43,266 26,494 10,724 3,625 578 176,154

1985 ............... 40,638 53,662 44,903 28,391 11,307 3,751 685 183,337

1990 ............... 36,864 54,936 45,168 29,938 12,341 3,992 670 183,909

1995 ............... 31,391 49,323 47,441 31,149 13,448 4,511 797 178,060

2000 ............... 24,682 37,925 38,411 30,494 14,276 4,830 879 151,497

2001 ............... 24,484 41,578 40,090 33,600 14,837 4,809 890 160,288

2002 ............... 25,592 38,541 42,049 34,217 15,328 4,782 902 161,411

2003 ............... 26,302 39,791 41,881 34,834 15,779 5,458 990 165,035

2004 ............... 23,577 43,511 44,627 33,971 16,011 5,489 1,035 168,221

2005 ............... 24,706 50,777 44,595 35,001 16,351 5,754 1,050 178,234

2006 ............... 25,421 53,059 44,446 32,614 18,265 5,869 1,026 180,700

2007 ............... 24,440 58,093 41,096 33,432 20,766 6,222 1,050 185,099

2008 ............... 19,385 56,652 37,239 32,246 19,393 6,222 1,163 172,300

2009 ............... 22,335 51,877 34,880 32,736 19,660 6,607 1,506 169,601

2010 ............... 24,010 55,027 36,455 30,268 18,940 6,792 1,337 172,830

2011 ............... 24,539 57,062 37,705 29,500 17,921 6,840 1,616 175,182

2012 ............... 23,466 59,439 40,111 28,514 17,396 6,792 1,472 177,190

2013 ............... 23,180 60,908 42,944 27,764 16,680 6,724 1,646 179,847

2014 ............... 23,053 63,023 44,637 27,929 16,097 6,622 1,571 182,932

2015 ............... 23,036 65,246 45,963 28,655 15,324 6,470 1,729 186,424

2016 ............... 23,006 65,979 48,271 29,898 14,944 6,120 1,658 189,875

2017 ............... 22,794 65,712 51,064 32,012 14,491 5,974 1,535 193,582

2018 ............... 22,376 66,058 53,540 34,125 14,089 5,741 1,555 197,484

2019 ............... 21,721 66,542 56,361 35,246 14,173 5,555 1,514 201,111
99

OASI Numbers

Source: Numbers of retired and disabled workers and insured aged widow(er)s, and spouses in force shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B7.—Total Fully Insured Aged Beneficiariesa In Force, Age 60 or Older

(By age and gender, as of December 31, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 239,331 1,427,060 3,651,271 2,752,618 1,777,661 992,778 470,249 145,113 27,919 11,484,000

1985............... 223,760 1,689,017 3,835,211 3,066,185 2,048,747 1,138,550 510,541 175,780 38,751 12,726,542

1990............... 205,445 1,713,898 4,121,751 3,296,439 2,316,234 1,330,519 593,339 191,113 46,553 13,815,291

1995............... 238,092 1,713,604 4,107,952 3,633,080 2,553,092 1,547,212 707,548 226,983 50,746 14,778,309

2000............... 262,840 1,761,975 4,095,032 3,645,924 2,856,757 1,740,132 831,195 265,043 56,214 15,515,112

2001............... 276,461 1,780,401 4,138,574 3,638,050 2,858,993 1,817,600 852,928 272,913 57,186 15,693,106

2002............... 299,298 1,798,547 4,204,160 3,622,472 2,888,088 1,872,073 875,813 282,795 58,730 15,901,976

2003............... 324,178 1,813,185 4,293,477 3,596,577 2,908,224 1,923,295 909,735 294,342 60,859 16,123,872

2004............... 331,607 1,889,006 4,337,476 3,621,019 2,909,270 1,986,478 933,338 308,563 62,733 16,379,490

2005............... 328,707 1,985,606 4,398,504 3,641,329 2,939,655 2,013,886 981,229 320,694 64,653 16,674,263

2006............... 355,184 2,007,272 4,502,672 3,689,367 2,952,558 2,033,937 1,040,688 333,860 67,435 16,982,973

2007............... 407,920 1,955,172 4,666,969 3,767,661 2,960,705 2,071,938 1,085,287 351,264 71,549 17,338,465

2008............... 430,549 1,985,372 4,851,021 3,896,834 2,953,180 2,099,587 1,123,273 368,725 75,243 17,783,784

2009............... 437,766 2,242,354 5,046,438 3,997,216 2,989,827 2,118,307 1,172,367 385,158 80,578 18,470,011

2010............... 452,501 2,490,280 5,210,961 4,108,595 3,015,278 2,149,289 1,190,182 407,292 84,340 19,108,718

2011............... 470,406 2,592,907 5,477,747 4,264,042 3,060,806 2,163,626 1,202,879 431,791 87,048 19,751,253

2012............... 493,425 2,569,598 5,814,245 4,498,415 3,127,927 2,173,909 1,225,672 447,185 90,604 20,440,981

2013............... 510,683 2,607,265 6,112,703 4,721,708 3,238,560 2,172,443 1,243,696 461,180 95,066 21,163,304

2014............... 529,136 2,662,194 6,447,058 4,916,962 3,321,024 2,201,091 1,253,485 476,783 96,913 21,904,645

2015............... 544,388 2,731,337 6,805,767 5,066,134 3,421,246 2,229,299 1,277,083 485,175 103,569 22,663,997

2016............... 557,865 2,804,505 7,008,752 5,362,720 3,558,181 2,271,175 1,289,787 492,599 110,328 23,455,912

2017............... 573,335 2,865,249 7,098,756 5,720,687 3,763,001 2,329,551 1,301,044 504,226 113,977 24,269,828

2018............... 581,094 2,925,173 7,278,246 6,008,177 3,958,081 2,419,406 1,304,286 513,833 118,449 25,106,744

2019............... 585,524 2,978,093 7,492,561 6,323,214 4,126,631 2,488,263 1,327,190 520,072 123,460 25,965,008

Female

1980............... 259,377 1,581,321 3,218,733 2,605,572 1,866,399 1,147,099 587,333 191,230 36,048 11,493,112

1985............... 267,607 1,770,172 3,475,137 2,956,603 2,233,555 1,414,352 720,979 283,474 68,895 13,190,774

1990............... 239,097 1,726,565 3,735,123 3,173,715 2,530,677 1,698,538 902,245 349,818 102,245 14,458,023

1995............... 256,247 1,657,101 3,648,531 3,444,105 2,726,984 1,946,127 1,101,644 450,303 131,986 15,363,028

2000............... 292,019 1,779,199 3,628,139 3,395,440 2,979,305 2,104,681 1,257,221 535,250 158,450 16,129,704

2001............... 307,658 1,815,141 3,702,638 3,371,403 2,977,221 2,179,705 1,281,823 546,735 161,603 16,343,927

2002............... 334,500 1,843,266 3,778,253 3,360,602 2,995,116 2,224,493 1,307,007 560,243 166,389 16,569,869

2003............... 363,728 1,878,136 3,904,363 3,339,890 3,007,576 2,269,548 1,340,782 578,705 171,511 16,854,239

2004............... 369,788 1,970,233 4,006,381 3,372,229 2,981,350 2,330,763 1,358,357 601,497 180,018 17,170,616

2005............... 359,658 2,100,493 4,120,368 3,404,899 2,974,820 2,363,862 1,398,697 616,829 185,273 17,524,899

2006............... 381,389 2,152,458 4,268,385 3,463,178 2,951,960 2,367,047 1,458,155 632,434 190,729 17,865,735

2007............... 440,659 2,119,812 4,489,011 3,543,729 2,950,029 2,397,198 1,501,643 653,841 200,260 18,296,182

2008............... 464,421 2,152,447 4,726,803 3,677,232 2,930,123 2,400,157 1,537,161 674,243 206,716 18,769,303

2009............... 464,849 2,407,528 4,928,022 3,794,914 2,963,527 2,391,900 1,587,517 693,593 219,419 19,451,269

2010............... 482,046 2,654,672 5,088,382 3,925,094 2,990,737 2,388,568 1,609,860 714,142 228,321 20,081,821

2011............... 506,198 2,766,121 5,362,939 4,109,165 3,043,779 2,372,007 1,610,502 741,285 234,875 20,746,871

2012............... 536,198 2,765,315 5,695,669 4,376,846 3,113,525 2,365,858 1,618,964 754,539 241,539 21,468,453

2013............... 559,934 2,835,416 6,005,462 4,626,287 3,231,316 2,349,787 1,619,279 767,905 248,632 22,244,017

2014............... 582,402 2,924,985 6,370,567 4,829,920 3,329,736 2,371,558 1,605,843 785,363 247,704 23,048,077

2015............... 601,198 3,030,818 6,765,725 4,999,824 3,446,047 2,397,443 1,604,415 795,515 255,847 23,896,833

2016............... 618,305 3,137,399 7,022,699 5,295,015 3,610,820 2,444,147 1,595,604 797,403 267,360 24,788,750

2017............... 636,543 3,219,639 7,172,086 5,644,282 3,850,721 2,505,356 1,595,410 802,741 271,419 25,698,198

2018............... 647,381 3,285,917 7,398,477 5,947,711 4,074,120 2,604,603 1,587,854 804,548 278,390 26,629,001

2019............... 656,075 3,328,998 7,654,974 6,300,207 4,254,973 2,688,704 1,607,212 799,798 286,945 27,577,886

Total

1980............... 498,708 3,008,381 6,870,004 5,358,190 3,644,060 2,139,877 1,057,582 336,343 63,967 22,977,112

1985............... 491,367 3,459,189 7,310,348 6,022,788 4,282,302 2,552,902 1,231,520 459,254 107,646 25,917,316

1990............... 444,542 3,440,463 7,856,874 6,470,154 4,846,911 3,029,057 1,495,584 540,931 148,798 28,273,314

1995............... 494,339 3,370,705 7,756,483 7,077,185 5,280,076 3,493,339 1,809,192 677,286 182,732 30,141,337

2000............... 554,859 3,541,174 7,723,171 7,041,364 5,836,062 3,844,813 2,088,416 800,293 214,664 31,644,816

2001............... 584,119 3,595,542 7,841,212 7,009,453 5,836,214 3,997,305 2,134,751 819,648 218,789 32,037,033

2002............... 633,798 3,641,813 7,982,413 6,983,074 5,883,204 4,096,566 2,182,820 843,038 225,119 32,471,845

2003............... 687,906 3,691,321 8,197,840 6,936,467 5,915,800 4,192,843 2,250,517 873,047 232,370 32,978,111

2004............... 701,395 3,859,239 8,343,857 6,993,248 5,890,620 4,317,241 2,291,695 910,060 242,751 33,550,106

2005............... 688,365 4,086,099 8,518,872 7,046,228 5,914,475 4,377,748 2,379,926 937,523 249,926 34,199,162

2006............... 736,573 4,159,730 8,771,057 7,152,545 5,904,518 4,400,984 2,498,843 966,294 258,164 34,848,708

2007............... 848,579 4,074,984 9,155,980 7,311,390 5,910,734 4,469,136 2,586,930 1,005,105 271,809 35,634,647

2008............... 894,970 4,137,819 9,577,824 7,574,066 5,883,303 4,499,744 2,660,434 1,042,968 281,959 36,553,087

2009............... 902,615 4,649,882 9,974,460 7,792,130 5,953,354 4,510,207 2,759,884 1,078,751 299,997 37,921,280

2010............... 934,547 5,144,952 10,299,343 8,033,688 6,006,015 4,537,857 2,800,042 1,121,435 312,661 39,190,539

2011............... 976,605 5,359,028 10,840,686 8,373,207 6,104,585 4,535,633 2,813,380 1,173,076 321,923 40,498,124

2012............... 1,029,623 5,334,914 11,509,914 8,875,261 6,241,451 4,539,768 2,844,636 1,201,724 332,144 41,909,434

2013............... 1,070,617 5,442,680 12,118,165 9,347,995 6,469,876 4,522,230 2,862,975 1,229,084 343,699 43,407,322

2014............... 1,111,538 5,587,179 12,817,625 9,746,881 6,650,760 4,572,649 2,859,328 1,262,145 344,618 44,952,723

2015............... 1,145,585 5,762,155 13,571,492 10,065,957 6,867,293 4,626,742 2,881,499 1,280,690 359,416 46,560,830

2016............... 1,176,170 5,941,903 14,031,451 10,657,735 7,169,001 4,715,322 2,885,390 1,290,002 377,688 48,244,662

2017............... 1,209,878 6,084,888 14,270,842 11,364,969 7,613,722 4,834,907 2,896,455 1,306,968 385,396 49,968,025

2018............... 1,228,475 6,211,091 14,676,723 11,955,887 8,032,201 5,024,009 2,892,141 1,318,381 396,838 51,735,746

2019............... 1,241,599 6,307,091 15,147,535 12,623,422 8,381,604 5,176,966 2,934,402 1,319,870 410,405 53,542,894

a Includes retired and disabled workers, insured aged widow(er)s, and insured aged spouses.
100

Benefit Payments

Source: Computed by dividing number in force by insured population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B8.—Total Fully Insured Aged Beneficiariesa In Force, Age 60 or Older as a Percentage of Fully Insured Population

(By age and gender, as of December 31, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980 ............... 12.2 53.7 97.2 100.0 100.0 100.0 100.1 100.1 100.0 79.0

1985 ............... 11.1 59.0 96.7 100.0 100.0 100.0 100.1 100.0 100.0 80.4

1990 ............... 10.5 60.6 96.0 100.0 100.0 100.0 100.0 100.0 100.0 82.0

1995 ............... 12.2 61.9 96.2 100.0 100.0 100.0 100.0 100.0 100.0 83.5

2000 ............... 12.0 59.8 97.4 100.0 100.0 100.0 100.0 100.0 100.0 82.8

2001 ............... 12.2 58.6 97.6 100.0 100.0 100.0 100.0 100.0 100.0 82.4

2002 ............... 12.2 57.7 97.6 100.0 100.0 100.0 100.0 100.0 100.0 81.7

2003 ............... 12.4 55.9 96.7 100.0 100.0 100.0 100.0 100.0 100.0 80.7

2004 ............... 12.6 55.7 95.6 100.0 100.0 100.0 100.0 100.0 100.0 80.4

2005 ............... 12.7 54.5 94.5 100.0 100.0 100.0 100.0 100.0 100.0 80.0

2006 ............... 12.7 53.3 93.3 100.0 100.0 100.0 100.0 100.0 100.0 79.0

2007 ............... 12.7 51.6 91.9 100.0 100.0 100.0 100.0 100.0 100.0 77.5

2008 ............... 12.9 50.5 91.3 100.0 100.0 100.0 100.0 100.0 100.0 77.0

2009 ............... 13.3 52.2 91.6 100.0 100.0 100.0 100.0 100.0 100.0 77.5

2010 ............... 13.6 53.5 91.9 100.0 100.0 100.0 100.0 100.1 100.1 77.6

2011 ............... 13.7 54.0 91.4 100.0 100.0 100.0 100.0 100.1 100.1 77.7

2012 ............... 14.0 53.4 91.1 100.0 100.0 100.0 100.0 100.1 100.1 77.8

2013 ............... 14.0 53.1 91.3 100.0 100.0 100.0 100.0 100.1 100.1 77.9

2014 ............... 14.1 52.7 91.6 100.0 100.0 100.0 100.0 100.1 100.1 77.9

2015 ............... 14.2 52.4 91.7 100.0 100.0 100.0 100.0 100.1 100.1 78.0

2016 ............... 14.2 52.2 91.7 100.0 100.0 100.0 100.0 100.1 100.1 78.1

2017 ............... 14.2 51.9 91.5 100.0 100.0 100.0 100.0 100.1 100.1 78.2

2018 ............... 14.3 51.7 91.4 100.0 100.0 100.0 100.0 100.1 100.1 78.4

2019 ............... 14.3 51.4 91.4 100.0 100.0 100.0 100.0 100.1 100.1 78.7

Female

1980 ............... 17.0 73.5 99.1 100.6 100.2 100.2 100.1 100.1 100.0 86.2

1985 ............... 16.7 75.3 99.3 100.6 100.2 100.1 100.1 100.1 100.0 87.3

1990 ............... 15.3 73.9 98.7 100.6 100.2 100.1 100.1 100.0 100.0 88.1

1995 ............... 16.2 72.4 98.4 100.6 100.2 100.1 100.1 100.1 100.1 88.5

2000 ............... 15.4 69.5 98.4 100.8 100.2 99.8 99.7 100.0 100.1 87.0

2001 ............... 15.5 67.9 98.5 100.4 100.2 100.4 99.7 99.9 99.7 86.4

2002 ............... 15.6 66.9 98.2 100.4 100.3 100.5 100.2 99.5 99.5 85.7

2003 ............... 15.7 64.5 97.3 100.2 100.3 100.9 100.3 99.8 99.1 84.7

2004 ............... 15.7 64.0 96.8 100.1 100.3 100.8 100.7 100.0 100.4 84.3

2005 ............... 15.3 62.8 96.1 99.9 100.1 101.1 101.0 100.0 100.4 83.9

2006 ............... 14.9 61.5 95.5 100.5 100.2 100.0 100.1 100.1 100.0 82.8

2007 ............... 14.9 59.5 94.5 100.4 100.2 100.1 100.1 100.0 100.0 81.3

2008 ............... 14.9 57.7 94.1 100.3 100.2 100.1 100.1 100.1 100.0 80.6

2009 ............... 14.9 59.9 94.6 100.2 100.2 100.1 100.0 100.1 99.9 81.1

2010 ............... 15.2 60.7 94.4 100.2 100.2 100.2 100.2 100.2 100.2 81.0

2011 ............... 15.4 60.7 94.0 100.2 100.2 100.2 100.2 100.2 100.2 81.0

2012 ............... 15.7 60.0 93.7 100.2 100.2 100.2 100.2 100.2 100.2 80.9

2013 ............... 15.8 59.8 93.8 100.2 100.2 100.2 100.2 100.2 100.2 80.9

2014 ............... 16.0 59.7 94.0 100.2 100.2 100.2 100.2 100.2 100.2 80.9

2015 ............... 16.0 59.7 94.1 100.2 100.2 100.2 100.2 100.2 100.2 81.0

2016 ............... 16.1 59.7 94.1 100.2 100.2 100.2 100.2 100.2 100.2 81.2

2017 ............... 16.1 59.4 94.0 100.2 100.2 100.2 100.2 100.2 100.2 81.2

2018 ............... 16.1 58.8 94.0 100.2 100.2 100.2 100.2 100.2 100.2 81.3

2019 ............... 16.1 57.9 94.0 100.2 100.2 100.2 100.2 100.2 100.2 81.4

Total

1980 ............... 14.3 62.5 98.1 100.3 100.1 100.1 100.1 100.1 100.0 82.4

1985 ............... 13.6 66.4 97.9 100.3 100.1 100.1 100.1 100.0 100.0 83.8

1990 ............... 12.6 66.7 97.3 100.3 100.1 100.1 100.1 100.0 100.0 85.0

1995 ............... 14.0 66.6 97.2 100.3 100.1 100.1 100.1 100.0 100.0 86.0

2000 ............... 13.6 64.3 97.9 100.4 100.1 99.9 99.8 100.0 100.1 84.9

2001 ............... 13.7 63.0 98.0 100.2 100.1 100.2 99.9 100.0 99.8 84.4

2002 ............... 13.8 62.0 97.9 100.2 100.1 100.3 100.1 99.6 99.7 83.7

2003 ............... 14.0 60.0 97.0 100.1 100.2 100.5 100.2 99.9 99.4 82.7

2004 ............... 14.1 59.6 96.2 100.1 100.2 100.4 100.4 100.0 100.3 82.4

2005 ............... 13.9 58.5 95.2 100.0 100.0 100.6 100.6 100.0 100.3 81.9

2006 ............... 13.8 57.3 94.3 100.2 100.1 100.0 100.1 100.1 100.0 80.9

2007 ............... 13.8 55.4 93.1 100.2 100.1 100.1 100.1 100.0 100.0 79.4

2008 ............... 13.9 54.0 92.7 100.1 100.1 100.1 100.1 100.0 100.0 78.8

2009 ............... 14.1 55.9 93.1 100.1 100.1 100.0 100.0 100.1 100.0 79.3

2010 ............... 14.3 57.0 93.1 100.1 100.1 100.1 100.1 100.2 100.2 79.3

2011 ............... 14.6 57.3 92.7 100.1 100.1 100.1 100.1 100.2 100.2 79.3

2012 ............... 14.8 56.7 92.4 100.1 100.1 100.1 100.1 100.2 100.2 79.3

2013 ............... 14.9 56.4 92.5 100.1 100.1 100.1 100.1 100.2 100.2 79.4

2014 ............... 15.0 56.1 92.7 100.1 100.1 100.1 100.1 100.2 100.2 79.5

2015 ............... 15.1 56.0 92.9 100.1 100.1 100.1 100.1 100.2 100.2 79.5

2016 ............... 15.1 55.9 92.9 100.1 100.1 100.1 100.1 100.2 100.2 79.6

2017 ............... 15.2 55.6 92.8 100.1 100.1 100.1 100.1 100.2 100.2 79.7

2018 ............... 15.2 55.2 92.7 100.1 100.1 100.1 100.1 100.2 100.2 79.9

2019 ............... 15.2 54.6 92.7 100.1 100.1 100.1 100.1 100.2 100.2 80.1

a Includes retired and disabled workers, insured aged widow(er)s, and insured aged spouses.
101

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 2010 Trustees Report intermediate set of assumptions.

Table III.B9.—Retirement Rates for Fully Insured Aged OASI Beneficiariesa

(By age and gender, as of December 31, 1980-2019)

[Percent]

Year 60 61 62 63 64 65 66 67 68 69

Male

1980............... b b 35.4 22.6 19.2 77.8 56.8 40.7 32.9 31.5

1985............... 0.2 0.2 39.8 27.1 20.5 77.7 56.6 38.2 34.4 37.2

1990............... .2 .3 41.3 27.1 16.6 58.9 51.3 38.7 39.4 47.3

1995............... .3 .3 44.3 29.5 18.9 74.1 49.9 38.0 38.3 44.4

1996............... .4 .2 44.5 26.2 17.2 61.9 40.8 34.7 36.7 43.0

1997............... .4 .4 42.2 28.1 15.9 69.5 41.8 24.6 33.5 43.8

1998............... .4 .4 41.5 25.1 16.7 60.6 41.6 27.9 21.1 38.8

1999............... .2 .2 42.0 26.3 16.9 71.1 41.0 27.7 26.1 21.7

2000............... .2 .2 41.6 26.0 16.7 76.7 73.1 65.5 64.4 68.3

2001............... .3 .2 39.1 25.6 15.9 85.4 50.9 37.6 37.2 41.6

2002............... .3 .2 38.8 24.1 16.0 85.0 49.1 31.4 33.8 36.5

2003............... .3 .2 37.4 23.1 14.3 76.5 45.8 30.2 30.4 34.6

2004............... .3 .2 36.2 22.5 14.5 58.2 67.2 32.2 31.3 36.6

2005............... .3 .2 35.7 22.9 15.0 51.2 75.8 35.0 33.5 38.7

2006............... .3 .2 33.0 20.4 13.4 37.6 79.1 37.7 34.9 39.8

2007............... .2 .2 31.9 19.2 13.1 30.6 80.6 40.1 37.2 41.3

2008............... .2 .2 31.3 19.4 13.2 23.8 81.4 43.1 38.8 42.2

2009............... .3 .2 34.4 23.0 16.0 25.2 83.0 52.8 44.4 47.6

2010............... .3 .2 33.5 23.0 16.0 25.0 83.0 53.0 45.0 45.0

2011............... .3 .2 33.5 22.5 15.5 24.5 82.5 51.0 45.0 45.0

2012............... .3 .2 33.4 22.0 15.0 24.0 82.0 49.0 45.0 45.0

2013............... .3 .2 33.4 21.5 14.5 23.5 81.5 47.0 45.0 45.0

2014............... .3 .2 33.3 21.0 14.0 24.0 81.5 45.0 45.0 45.0

2015............... .3 .2 33.2 20.5 13.5 24.0 81.5 43.0 45.0 45.0

2016............... .3 .2 33.1 20.0 13.5 24.0 81.5 43.0 45.0 45.0

2017............... .3 .2 32.7 19.5 13.5 24.0 81.5 43.0 45.0 45.0

2018............... .3 .2 32.2 19.5 13.5 24.0 81.5 43.0 45.0 45.0

2019............... .3 .2 31.6 19.5 13.5 24.0 81.5 43.0 45.0 45.0

Female

1980............... 5.8 4.1 56.8 32.4 28.7 97.6 95.1 197.4 69.9 200.2

1985............... 6.9 2.6 55.5 40.8 37.8 117.7 104.0 411.0 66.2 193.7

1990............... 7.0 3.5 54.3 37.8 28.4 84.8 79.1 128.5 66.0 196.0

1995............... 6.6 2.8 54.1 38.5 29.1 113.0 64.5 73.9 65.2 153.6

1996............... 7.8 2.2 54.2 33.7 24.9 85.9 59.4 57.2 34.4 165.3

1997............... 7.0 2.2 51.2 35.8 23.5 103.7 56.3 70.1 56.6 103.6

1998............... 6.7 2.5 51.7 31.7 26.8 78.2 49.5 42.7 68.7 102.6

1999............... 5.2 2.7 51.6 34.7 24.9 101.9 52.4 51.9 37.4 271.8

2000............... 4.9 3.0 50.8 34.7 25.1 92.6 75.5 95.5 79.2 90.0

2001............... 4.7 2.4 48.3 33.5 22.8 104.5 61.4 58.5 74.5 160.5

2002............... 3.3 1.8 46.6 30.9 23.6 99.6 56.0 56.0 36.5 409.4

2003............... 3.1 1.5 46.0 30.8 21.0 98.4 47.7 53.9 42.4 58.3

2004............... 2.8 1.7 44.4 29.4 20.0 73.2 67.0 48.3 49.0 74.0

2005............... 2.5 1.6 43.6 29.8 21.5 67.9 86.3 46.8 50.7 100.7

2006............... 3.2 1.6 40.7 26.8 19.2 52.7 84.7 84.7 47.1 95.0

2007............... 2.9 1.3 39.5 25.6 18.5 44.8 83.1 64.0 63.3 114.0

2008............... 2.9 1.6 38.7 25.5 17.3 38.9 84.0 61.0 53.3 147.6

2009............... 2.8 1.6 41.0 27.3 18.8 33.4 92.6 69.4 63.2 118.0

2010............... 2.8 1.6 40.3 27.0 19.0 33.5 92.0 69.0 50.0 70.0

2011............... 2.8 1.6 40.0 26.5 18.5 33.5 91.0 68.0 50.0 70.0

2012............... 2.8 1.6 40.0 26.0 17.5 33.5 90.0 67.0 50.0 70.0

2013............... 2.8 1.6 40.0 25.5 18.0 33.5 89.0 66.0 50.0 70.0

2014............... 2.8 1.6 40.0 25.0 18.0 33.5 88.0 65.0 50.0 70.0

2015............... 2.8 1.6 40.1 25.0 18.0 33.5 87.0 64.0 50.0 70.0

2016............... 2.8 1.6 40.0 25.0 18.0 33.5 86.0 63.0 50.0 70.0

2017............... 2.8 1.6 39.0 25.0 18.0 33.5 85.0 62.0 50.0 70.0

2018............... 2.8 1.6 37.6 25.0 18.0 33.5 84.0 61.0 50.0 70.0

2019............... 2.8 1.6 36.0 25.0 18.0 33.5 84.0 50.0 50.0 70.0

a Awards to retired workers, insured aged widow(er)s, and insured aged spouses as a percentage of insured workers not already receiving such benefits or a disability

benefit.

b Less than 0.05 percent.
102

Benefit Payments

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to number of insured workers not already receiving benefits as retired workers, aged widow(er)s, aged spouses, or for disability

(with adjustments at certain ages to account for discrepancies in underlying data).

• DI conversions shown in table III.A14.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B10.—Awards to Retired Workers

(By age and gender, calendar years 1980-2019)

Year 62-64

65-69 (Excluding

DI conversions) 70 or older DI conversions Total

Male

1980 ..................................... 487,521 312,470 6,428 135,678 942,097

1985 ..................................... 563,800 286,971 7,828 124,010 982,609

1990 ..................................... 566,578 272,518 12,889 115,057 967,042

1995 ..................................... 546,206 245,250 14,907 117,534 923,897

2000 ..................................... 574,729 394,421 21,797 125,583 1,116,530

2005 ..................................... 626,909 301,296 14,521 118,369 1,061,095

2006 ..................................... 582,135 320,928 13,012 126,382 1,042,457

2007 ..................................... 561,974 361,489 13,497 134,800 1,071,760

2008 ..................................... 622,496 413,121 12,491 147,657 1,195,765

2009 ..................................... 784,786 466,276 14,413 184,753 1,450,228

2010 ..................................... 778,174 458,208 14,237 182,668 1,433,287

2011 ..................................... 776,602 467,833 14,332 184,172 1,442,939

2012 ..................................... 775,928 519,783 14,919 217,583 1,528,213

2013 ..................................... 788,573 551,200 15,425 246,795 1,601,993

2014 ..................................... 802,427 563,001 15,723 243,959 1,625,110

2015 ..................................... 818,179 575,349 16,048 249,155 1,658,731

2016 ..................................... 837,499 596,397 16,512 252,178 1,702,586

2017 ..................................... 845,406 620,757 16,883 261,577 1,744,624

2018 ..................................... 860,579 644,452 17,329 269,771 1,792,131

2019 ..................................... 871,759 668,238 17,731 278,254 1,835,981

Female

1980 ..................................... 429,234 166,097 7,447 67,794 670,572

1985 ..................................... 471,617 153,780 9,088 65,305 699,790

1990 ..................................... 458,703 157,095 9,035 62,268 687,101

1995 ..................................... 447,957 155,435 12,672 68,105 684,169

2000 ..................................... 507,838 227,096 23,428 84,484 842,846

2005 ..................................... 593,445 226,816 26,878 91,928 939,067

2006 ..................................... 564,526 247,601 28,744 100,178 941,049

2007 ..................................... 552,405 274,219 24,407 108,094 959,125

2008 ..................................... 618,028 306,585 28,768 121,112 1,074,493

2009 ..................................... 753,918 344,231 33,074 154,561 1,285,784

2010 ..................................... 745,575 317,820 34,008 153,723 1,251,126

2011 ..................................... 751,401 350,841 35,282 155,583 1,293,106

2012 ..................................... 759,517 395,781 36,935 185,805 1,378,039

2013 ..................................... 785,321 426,123 38,681 210,528 1,460,654

2014 ..................................... 809,270 435,027 39,748 211,429 1,495,474

2015 ..................................... 837,811 446,354 41,020 217,178 1,542,363

2016 ..................................... 864,332 459,585 42,289 222,413 1,588,619

2017 ..................................... 871,362 473,399 43,003 234,274 1,622,038

2018 ..................................... 881,640 486,541 43,781 244,535 1,656,498

2019 ..................................... 885,676 501,173 44,412 253,757 1,685,018

Total

1980 ..................................... 916,755 478,567 13,875 203,472 1,612,669

1985 ..................................... 1,035,417 440,751 16,916 189,315 1,682,399

1990 ..................................... 1,025,281 429,613 21,924 177,325 1,654,143

1995 ..................................... 994,163 400,685 27,579 185,639 1,608,066

2000 ..................................... 1,082,567 621,517 45,225 210,067 1,959,376

2005 ..................................... 1,220,354 528,112 41,399 210,297 2,000,162

2006 ..................................... 1,146,661 568,529 41,756 226,560 1,983,506

2007 ..................................... 1,114,379 635,708 37,904 242,894 2,030,885

2008 ..................................... 1,240,524 719,706 41,259 268,769 2,270,258

2009 ..................................... 1,538,704 810,507 47,487 339,314 2,736,012

2010 ..................................... 1,523,749 776,028 48,244 336,391 2,684,413

2011 ..................................... 1,528,003 818,674 49,614 339,755 2,736,046

2012 ..................................... 1,535,445 915,564 51,855 403,388 2,906,252

2013 ..................................... 1,573,894 977,323 54,106 457,323 3,062,647

2014 ..................................... 1,611,697 998,029 55,471 455,388 3,120,584

2015 ..................................... 1,655,990 1,021,703 57,067 466,333 3,201,094

2016 ..................................... 1,701,832 1,055,982 58,801 474,591 3,291,205

2017 ..................................... 1,716,768 1,094,156 59,886 495,851 3,366,662

2018 ..................................... 1,742,219 1,130,993 61,111 514,306 3,448,629

2019 ..................................... 1,757,435 1,169,410 62,143 532,011 3,520,999
103

OASI Numbers

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures computed by applying award rates to number of insured workers not already receiving benefits as retired workers, aged widow(er)s, aged spouses, or for disability

(with adjustments at certain ages to account for discrepancies in underlying data).

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B11.—Awards to Fully Insured Aged Widows and Widowers

(By age and gender, calendar years 1980-2019)

Year 60-61 62-64 65-69 70 or older Total

Aged widows

1980..................................... 68,309 39,105 14,436 3,253 125,103

1985..................................... 70,681 49,137 19,854 5,010 144,682

1990..................................... 75,312 49,255 16,211 8,223 149,001

1995..................................... 67,873 35,337 19,113 6,078 128,401

2000..................................... 67,539 39,403 32,729 26,834 166,505

2001..................................... 64,137 44,177 24,628 11,998 144,940

2002..................................... 49,419 40,116 26,104 14,853 130,492

2003..................................... 48,658 47,711 31,749 9,266 137,384

2004..................................... 46,831 44,994 33,616 14,955 140,396

2005..................................... 42,651 45,460 35,540 26,543 150,194

2006..................................... 56,418 45,157 32,240 27,372 161,187

2007..................................... 56,238 51,238 31,345 26,664 165,485

2008..................................... 61,148 56,233 39,169 38,860 195,410

2009..................................... 60,643 51,508 32,313 37,453 181,917

2010..................................... 62,534 52,040 28,579 38,510 181,664

2011..................................... 64,211 52,760 32,134 39,953 189,058

2012..................................... 66,372 52,737 35,615 41,826 196,550

2013..................................... 68,621 54,601 37,275 43,803 204,300

2014..................................... 70,754 56,196 38,444 45,011 210,406

2015..................................... 72,430 58,219 39,899 46,451 216,999

2016..................................... 74,261 60,116 41,369 47,888 223,633

2017..................................... 76,271 61,140 42,618 48,697 228,726

2018..................................... 77,485 62,470 43,985 49,578 233,518

2019..................................... 78,533 63,635 45,242 50,293 237,702

Aged widowers

1980..................................... ... 2,792 1,105 2,151 6,048

1985..................................... 3,441 2,023 816 2,176 8,456

1990..................................... 4,721 1,832 1,479 1,199 9,231

1995..................................... 4,989 2,534 793 1,663 9,979

2000..................................... 4,230 3,807 3,198 8,248 19,483

2001..................................... 4,596 3,636 3,153 8,870 20,255

2002..................................... 5,265 4,149 3,716 10,241 23,371

2003..................................... 5,760 4,431 4,054 10,254 24,499

2004..................................... 5,429 4,965 4,486 10,758 25,638

2005..................................... 5,499 5,748 5,075 12,044 28,366

2006..................................... 5,732 5,605 4,226 10,213 25,776

2007..................................... 5,950 4,898 3,593 9,236 23,677

2008..................................... 6,153 5,996 4,117 9,695 25,961

2009..................................... 7,340 7,967 4,588 9,972 29,867

2010..................................... 6,849 7,929 4,519 9,850 29,147

2011..................................... 7,001 7,938 4,657 9,916 29,512

2012..................................... 7,203 7,918 5,017 10,322 30,460

2013..................................... 7,399 8,038 5,248 10,672 31,358

2014..................................... 7,606 8,173 5,444 10,878 32,100

2015..................................... 7,772 8,329 5,642 11,103 32,846

2016..................................... 7,952 8,535 5,853 11,424 33,764

2017..................................... 8,145 8,627 6,034 11,681 34,487

2018..................................... 8,235 8,788 6,240 11,990 35,253

2019..................................... 8,294 8,902 6,458 12,267 35,921

Total

1980..................................... 68,309 41,897 15,541 5,404 131,151

1985..................................... 74,122 51,160 20,670 7,186 153,138

1990..................................... 80,033 51,087 17,690 9,422 158,232

1995..................................... 72,862 37,871 19,906 7,741 138,380

2000..................................... 71,769 43,210 35,927 35,082 185,988

2001..................................... 68,733 47,813 27,781 20,868 165,195

2002..................................... 54,684 44,265 29,820 25,094 153,863

2003..................................... 54,418 52,142 35,803 19,520 161,883

2004..................................... 52,260 49,959 38,102 25,713 166,034

2005..................................... 48,150 51,208 40,615 38,587 178,560

2006..................................... 62,150 50,762 36,466 37,585 186,963

2007..................................... 62,188 56,136 34,938 35,900 189,162

2008..................................... 67,301 62,229 43,286 48,555 221,371

2009..................................... 67,983 59,475 36,901 47,425 211,784

2010..................................... 69,383 59,969 33,098 48,360 210,811

2011..................................... 71,212 60,698 36,791 49,869 218,570

2012..................................... 73,575 60,655 40,632 52,148 227,010

2013..................................... 76,021 62,639 42,523 54,475 235,658

2014..................................... 78,360 64,369 43,888 55,889 242,506

2015..................................... 80,202 66,548 45,542 57,554 249,845

2016..................................... 82,213 68,650 47,222 59,312 257,397

2017..................................... 84,416 69,767 48,652 60,378 263,213

2018..................................... 85,720 71,258 50,225 61,568 268,771

2019..................................... 86,826 72,537 51,700 62,560 273,623
104

Benefit Payments

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures computed by applying award rates to number of insured workers not already receiving benefits as retired workers, aged widow(er)s, aged spouses, or for disability

(with adjustments at certain ages to account for discrepancies in underlying data).

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B12.—Awards to Fully Insured Aged Spouses

(By age and gender, calendar years 1980-2019)

Year 62-64 65-69 70 or older Total

Aged wives

1980 ..................................... 12,404 2,346 420 15,170

1985 ..................................... 15,065 2,231 411 17,707

1990 ..................................... 16,497 2,661 415 19,573

1995 ..................................... 13,433 2,560 448 16,441

2000 ..................................... 15,388 7,155 1,049 23,592

2005 ..................................... 16,034 7,340 1,270 24,644

2006 ..................................... 15,979 6,785 1,157 23,921

2007 ..................................... 15,777 8,798 1,335 25,910

2008 ..................................... 16,243 10,227 1,440 27,910

2009 ..................................... 20,888 14,959 1,875 37,722

2010 ..................................... 21,020 13,195 1,928 36,143

2011 ..................................... 21,287 14,612 2,000 37,900

2012 ..................................... 21,322 16,240 2,094 39,656

2013 ..................................... 22,070 17,264 2,193 41,528

2014 ..................................... 22,720 17,798 2,253 42,772

2015 ..................................... 23,535 18,354 2,325 44,215

2016 ..................................... 24,298 18,938 2,397 45,634

2017 ..................................... 24,672 19,495 2,438 46,605

2018 ..................................... 25,163 20,075 2,482 47,720

2019 ..................................... 25,568 20,551 2,518 48,636

Aged husbands

1980 ..................................... 368 1,051 657 2,076

1985 ..................................... 457 1,309 823 2,589

1990 ..................................... 375 1,073 671 2,119

1995 ..................................... 248 708 447 1,403

2000 ..................................... 350 1,090 702 2,142

2005 ..................................... 548 1,295 871 2,714

2006 ..................................... 545 1,294 876 2,715

2007 ..................................... 554 1,395 903 2,852

2008 ..................................... 652 1,650 1,003 3,305

2009 ..................................... 814 1,931 1,095 3,840

2010 ..................................... 843 1,906 1,082 3,831

2011 ..................................... 847 1,971 1,089 3,907

2012 ..................................... 834 2,081 1,133 4,049

2013 ..................................... 838 2,162 1,172 4,172

2014 ..................................... 846 2,269 1,195 4,309

2015 ..................................... 858 2,359 1,219 4,436

2016 ..................................... 879 2,443 1,254 4,576

2017 ..................................... 893 2,507 1,283 4,683

2018 ..................................... 915 2,588 1,317 4,819

2019 ..................................... 932 2,676 1,347 4,955

Total

1980 ..................................... 12,772 3,397 1,077 17,246

1985 ..................................... 15,522 3,540 1,234 20,296

1990 ..................................... 16,872 3,734 1,086 21,692

1995 ..................................... 13,681 3,268 895 17,844

2000 ..................................... 15,738 8,245 1,751 25,734

2005 ..................................... 16,582 8,635 2,141 27,358

2006 ..................................... 16,524 8,079 2,033 26,636

2007 ..................................... 16,331 10,193 2,238 28,762

2008 ..................................... 16,895 11,877 2,443 31,215

2009 ..................................... 21,702 16,890 2,970 41,562

2010 ..................................... 21,863 15,101 3,010 39,974

2011 ..................................... 22,134 16,584 3,089 41,807

2012 ..................................... 22,156 18,321 3,227 43,705

2013 ..................................... 22,908 19,427 3,365 45,700

2014 ..................................... 23,567 20,067 3,448 47,081

2015 ..................................... 24,393 20,713 3,545 48,650

2016 ..................................... 25,177 21,381 3,652 50,210

2017 ..................................... 25,565 22,002 3,721 51,287

2018 ..................................... 26,078 22,663 3,799 52,539

2019 ..................................... 26,500 23,227 3,865 53,592
105

OASI Numbers

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B13.—Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 23,078 287,779 46,120 1,442 805 381 117 23 359,745

1985............... 22,622 256,875 5,497 2,050 1,138 509 175 39 288,905

1990............... 23,019 216,247 8,184 2,596 1,492 665 216 52 252,471

1995............... 26,362 194,096 8,216 3,262 1,976 902 290 65 235,169

2000............... 27,429 18,437 8,003 4,089 2,491 1,189 378 81 62,097

2001............... 25,104 12,742 6,288 3,872 2,463 1,156 369 77 52,071

2002............... 23,556 11,944 6,542 4,075 2,640 1,235 399 83 50,474

2003............... 22,909 14,631 6,547 4,725 3,125 1,476 478 99 53,990

2004............... 26,608 17,611 7,078 5,107 3,486 1,638 542 110 62,180

2005............... 28,443 22,194 7,920 6,023 4,126 2,009 657 132 71,504

2006............... 29,090 26,526 8,686 6,865 4,728 2,420 776 157 79,248

2007............... 31,278 34,336 9,522 7,085 4,957 2,597 841 171 90,787

2008............... 30,397 41,993 10,927 7,660 4,857 2,600 853 174 99,461

2009............... 34,496 37,698 11,974 8,360 5,325 2,893 951 199 101,896

2010............... 35,224 38,103 12,312 8,436 5,403 2,937 1,006 208 103,628

2011............... 35,899 41,450 12,782 8,558 5,440 2,968 1,066 215 108,378

2012............... 35,154 45,614 13,512 8,756 5,463 3,024 1,104 224 112,852

2013............... 36,376 46,843 14,183 9,063 5,459 3,069 1,138 235 116,366

2014............... 37,420 48,202 14,746 9,291 5,530 3,093 1,177 239 119,699

2015............... 38,461 49,809 15,159 9,574 5,604 3,152 1,197 256 123,211

2016............... 39,599 51,090 16,085 9,958 5,709 3,183 1,216 273 127,112

2017............... 40,420 52,136 17,211 10,524 5,856 3,211 1,244 281 130,884

2018............... 41,182 53,543 18,070 11,078 6,082 3,218 1,268 292 134,735

2019............... 41,771 55,070 18,984 11,551 6,255 3,275 1,284 305 138,493

Female

1980............... 11,451 69,548 9,452 643 398 208 68 13 91,781

1985............... 14,410 85,899 2,956 1,119 715 369 145 36 105,649

1990............... 14,815 72,759 3,533 1,418 961 519 201 59 94,265

1995............... 16,848 71,027 3,667 1,749 1,273 732 300 88 95,684

2000............... 18,625 9,328 3,559 1,892 1,366 833 354 105 36,062

2001............... 17,527 6,666 3,072 1,747 1,295 783 334 99 31,523

2002............... 16,620 6,235 3,256 2,206 1,652 999 432 128 31,528

2003............... 16,008 8,308 3,416 2,526 1,914 1,165 507 151 33,995

2004............... 18,745 10,637 3,719 3,575 2,803 1,673 750 224 42,126

2005............... 19,389 14,268 4,707 4,341 3,439 2,080 934 280 49,438

2006............... 19,732 17,572 5,343 5,031 3,994 2,491 1,109 335 55,607

2007............... 22,650 24,033 5,917 4,309 3,447 2,181 973 301 63,811

2008............... 22,495 30,002 7,224 5,313 3,871 2,450 1,103 342 72,800

2009............... 26,891 28,576 8,034 5,699 4,519 2,874 1,274 410 78,277

2010............... 27,041 28,764 8,320 5,789 4,529 2,903 1,308 426 79,080

2011............... 27,375 31,425 8,725 5,905 4,521 2,902 1,348 435 82,637

2012............... 27,684 34,779 9,310 6,075 4,524 2,919 1,371 443 87,105

2013............... 29,373 36,126 9,832 6,340 4,510 2,925 1,388 457 90,952

2014............... 30,825 37,545 10,246 6,546 4,578 2,902 1,422 445 94,509

2015............... 32,330 39,209 10,593 6,785 4,663 2,907 1,435 467 98,389

2016............... 33,936 40,675 11,247 7,121 4,772 2,906 1,437 480 102,575

2017............... 35,139 41,980 12,031 7,587 4,918 2,915 1,449 492 106,511

2018............... 36,016 43,560 12,674 8,013 5,144 2,913 1,454 499 110,273

2019............... 36,528 45,222 13,406 8,371 5,320 2,963 1,447 520 113,776

Total

1980............... 34,529 357,327 55,572 2,085 1,203 589 185 36 451,526

1985............... 37,032 342,774 8,453 3,169 1,853 878 320 75 394,554

1990............... 37,834 289,006 11,717 4,014 2,453 1,184 417 111 346,736

1995............... 43,210 265,123 11,883 5,011 3,249 1,634 590 153 330,853

2000............... 46,054 27,765 11,562 5,981 3,857 2,022 732 186 98,159

2001............... 42,631 19,408 9,360 5,619 3,758 1,939 703 176 83,594

2002............... 40,176 18,179 9,798 6,281 4,292 2,234 831 211 82,002

2003............... 38,917 22,939 9,963 7,251 5,039 2,641 985 250 87,985

2004............... 45,353 28,248 10,797 8,682 6,289 3,311 1,292 334 104,306

2005............... 47,832 36,462 12,627 10,364 7,565 4,089 1,591 412 120,942

2006............... 48,822 44,098 14,029 11,896 8,722 4,911 1,885 492 134,855

2007............... 53,928 58,369 15,439 11,394 8,404 4,778 1,814 472 154,598

2008............... 52,892 71,995 18,151 12,973 8,728 5,050 1,956 516 172,261

2009............... 61,387 66,274 20,008 14,059 9,844 5,767 2,225 609 180,173

2010............... 62,265 66,867 20,632 14,225 9,931 5,840 2,313 634 182,708

2011............... 63,273 72,874 21,507 14,464 9,961 5,870 2,415 651 191,014

2012............... 62,838 80,393 22,821 14,831 9,988 5,944 2,475 667 199,957

2013............... 65,749 82,969 24,015 15,403 9,969 5,994 2,527 692 207,318

2014............... 68,245 85,747 24,992 15,837 10,108 5,995 2,599 685 214,207

2015............... 70,792 89,018 25,752 16,359 10,266 6,059 2,632 723 221,600

2016............... 73,536 91,765 27,332 17,079 10,481 6,090 2,653 753 229,687

2017............... 75,558 94,116 29,242 18,111 10,774 6,126 2,693 773 237,394

2018............... 77,199 97,103 30,744 19,092 11,226 6,131 2,722 791 245,008

2019............... 78,299 100,292 32,389 19,922 11,575 6,237 2,730 825 252,269
106

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 2010 Trustees Report intermediate set of assumptions.

Table III.B14.—Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980 ............... 2.259 7.892 1.678 0.081 0.081 0.081 0.081 0.083 3.324

1985 ............... 1.725 6.707 .179 .100 .100 .100 .100 .101 2.386

1990 ............... 1.694 5.254 .249 .112 .112 .112 .113 .112 1.907

1995 ............... 1.964 4.732 .226 .128 .128 .128 .128 .128 1.662

2000 ............... 2.022 .451 .220 .143 .143 .143 .143 .144 .419

2001 ............... 1.843 .308 .173 .136 .136 .136 .135 .135 .347

2002 ............... 1.729 .284 .181 .141 .141 .141 .141 .141 .333

2003 ............... 1.690 .343 .182 .163 .163 .163 .163 .163 .353

2004 ............... 1.905 .411 .196 .176 .176 .176 .176 .175 .401

2005 ............... 1.955 .514 .218 .205 .205 .205 .205 .204 .455

2006 ............... 2.001 .605 .236 .233 .233 .233 .233 .233 .497

2007 ............... 2.242 .762 .253 .239 .239 .239 .240 .239 .560

2008 ............... 2.176 .903 .281 .260 .231 .232 .231 .231 .601

2009 ............... 2.170 .778 .300 .280 .252 .247 .247 .247 .593

2010 ............... 1.989 .761 .300 .280 .251 .247 .247 .247 .585

2011 ............... 1.956 .791 .300 .280 .252 .247 .247 .247 .593

2012 ............... 1.952 .823 .301 .280 .251 .247 .247 .247 .597

2013 ............... 1.999 .802 .301 .280 .251 .247 .247 .247 .594

2014 ............... 2.019 .781 .300 .280 .251 .247 .247 .247 .590

2015 ............... 2.028 .763 .300 .280 .252 .247 .247 .247 .587

2016 ............... 2.039 .761 .300 .280 .252 .247 .247 .247 .585

2017 ............... 2.043 .767 .301 .280 .252 .247 .247 .247 .582

2018 ............... 2.049 .768 .301 .280 .252 .247 .247 .247 .579

2019 ............... 2.052 .768 .301 .280 .252 .247 .247 .247 .575

Female

1980 ............... 1.105 2.554 .428 .041 .041 .041 .041 .041 .998

1985 ............... 1.215 2.923 .116 .059 .059 .059 .058 .059 .985

1990 ............... 1.254 2.307 .129 .065 .065 .065 .065 .065 .789

1995 ............... 1.477 2.271 .123 .074 .074 .074 .074 .074 .744

2000 ............... 1.507 .290 .118 .072 .072 .072 .072 .072 .262

2001 ............... 1.400 .203 .102 .067 .067 .066 .066 .067 .226

2002 ............... 1.315 .185 .108 .083 .083 .083 .083 .083 .223

2003 ............... 1.257 .239 .114 .095 .095 .095 .095 .095 .237

2004 ............... 1.408 .300 .122 .136 .136 .136 .136 .136 .289

2005 ............... 1.375 .393 .153 .165 .165 .165 .165 .165 .333

2006 ............... 1.374 .467 .169 .190 .190 .190 .190 .190 .367

2007 ............... 1.614 .612 .182 .163 .163 .163 .163 .162 .412

2008 ............... 1.580 .731 .212 .200 .181 .179 .179 .179 .458

2009 ............... 1.675 .662 .228 .212 .212 .203 .203 .202 .474

2010 ............... 1.522 .643 .228 .212 .212 .203 .203 .202 .463

2011 ............... 1.479 .669 .228 .211 .212 .203 .203 .202 .469

2012 ............... 1.501 .697 .228 .211 .212 .203 .203 .202 .477

2013 ............... 1.551 .684 .228 .211 .212 .203 .203 .202 .480

2014 ............... 1.576 .667 .228 .211 .212 .203 .203 .202 .480

2015 ............... 1.592 .654 .227 .211 .213 .203 .203 .202 .481

2016 ............... 1.610 .652 .228 .212 .213 .203 .203 .202 .482

2017 ............... 1.621 .658 .228 .211 .213 .203 .203 .202 .482

2018 ............... 1.628 .660 .228 .211 .213 .203 .203 .202 .480

2019 ............... 1.633 .661 .228 .211 .213 .203 .203 .202 .477

Total

1980 ............... 1.678 5.610 1.121 .063 .062 .060 .059 .061 2.256

1985 ............... 1.483 5.064 .151 .080 .079 .077 .075 .075 1.728

1990 ............... 1.489 3.975 .194 .089 .087 .085 .083 .081 1.377

1995 ............... 1.740 3.667 .180 .102 .099 .096 .093 .090 1.225

2000 ............... 1.776 .380 .174 .109 .106 .102 .097 .092 .343

2001 ............... 1.631 .262 .141 .102 .100 .096 .091 .085 .289

2002 ............... 1.530 .240 .148 .114 .111 .108 .104 .099 .280

2003 ............... 1.480 .296 .151 .130 .128 .124 .119 .114 .297

2004 ............... 1.662 .361 .162 .157 .155 .153 .150 .147 .347

2005 ............... 1.670 .459 .188 .186 .184 .182 .179 .176 .395

2006 ............... 1.690 .542 .205 .213 .211 .209 .206 .202 .433

2007 ............... 1.927 .692 .220 .203 .201 .197 .191 .184 .488

2008 ............... 1.875 .823 .249 .232 .206 .203 .199 .194 .531

2009 ............... 1.921 .724 .266 .247 .232 .223 .220 .215 .535

2010 ............... 1.755 .705 .266 .247 .232 .223 .220 .215 .525

2011 ............... 1.717 .733 .266 .247 .232 .223 .220 .215 .532

2012 ............... 1.723 .763 .266 .247 .232 .223 .220 .215 .538

2013 ............... 1.771 .746 .266 .247 .232 .223 .221 .215 .538

2014 ............... 1.792 .727 .266 .247 .232 .223 .221 .216 .536

2015 ............... 1.803 .711 .265 .247 .232 .224 .221 .216 .535

2016 ............... 1.815 .708 .265 .247 .232 .224 .221 .216 .534

2017 ............... 1.822 .714 .266 .246 .232 .224 .221 .217 .532

2018 ............... 1.828 .716 .266 .246 .232 .224 .221 .217 .530

2019 ............... 1.833 .716 .265 .246 .232 .224 .221 .217 .526
107

OASI Numbers

Sources:

• Historical figures calculated by subtracting numbers in current-payment status from numbers in force.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B15.—Fully Insured Aged Widows and Widowers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980............... 8,763 14,594 5,725 1,250 750 429 157 57 56 31,781

1985............... 9,130 15,671 5,940 1,340 811 595 238 156 108 33,989

1990............... 6,974 13,279 5,662 1,475 837 776 327 259 166 29,755

1995............... 5,380 10,085 4,530 1,601 871 946 424 389 213 24,439

2000............... 4,254 8,072 3,353 1,345 865 1,021 457 482 237 20,086

2001............... 4,121 8,001 3,292 1,251 856 1,176 481 508 233 19,919

2002............... 4,168 7,628 3,179 1,212 857 1,268 528 506 237 19,583

2003............... 4,231 7,520 3,150 1,180 866 1,388 572 563 237 19,707

2004............... 3,957 7,410 3,206 1,145 848 1,446 633 617 290 19,552

2005............... 3,434 7,615 3,140 1,085 816 1,530 702 647 300 19,269

2006............... 4,125 7,991 3,003 792 678 780 449 496 288 18,602

2007............... 3,716 9,107 3,196 754 836 996 549 656 288 20,098

2008............... 4,744 8,681 3,785 929 372 973 452 473 292 20,701

2009............... 3,428 9,722 3,378 337 707 1,106 384 452 388 19,902

2010............... 3,490 10,369 3,196 341 672 1,083 408 490 411 20,461

2011............... 3,587 10,544 3,469 353 655 1,033 405 536 454 21,035

2012............... 3,703 10,131 3,751 374 636 1,012 412 562 524 21,105

2013............... 3,829 10,030 3,680 401 616 949 405 600 521 21,031

2014............... 3,950 9,982 3,624 418 628 929 406 611 640 21,188

2015............... 4,050 9,974 3,610 430 651 870 396 642 582 21,204

2016............... 4,147 9,953 3,609 451 678 858 376 644 696 21,412

2017............... 4,261 9,813 3,568 477 731 822 368 655 655 21,348

2018............... 4,342 9,602 3,539 501 775 804 352 649 738 21,302

2019............... 4,397 9,280 3,502 528 785 792 341 653 693 20,971

Aged widowers

1980............... ... 651 665 863 1,304 1,097 533 512 98 5,723

1985............... 812 703 812 746 1,188 941 516 352 46 6,116

1990............... 615 819 855 568 882 771 278 170 20 4,978

1995............... 497 952 705 486 525 497 229 102 11 4,004

2000............... 272 925 511 224 397 217 164 63 8 2,781

2001............... 232 934 469 204 288 160 152 62 7 2,508

2002............... 206 995 454 151 294 220 156 57 6 2,539

2003............... 174 1,107 501 159 260 194 228 90 6 2,719

2004............... 121 1,254 537 152 264 294 163 74 8 2,867

2005............... 61 1,487 606 127 172 177 99 42 5 2,776

2006............... 427 1,448 982 78 405 100 44 15 2 3,501

2007............... 406 890 630 367 248 205 103 43 5 2,897

2008............... 312 1,091 764 332 180 172 31 11 5 2,898

2009............... 118 590 922 217 113 81 53 5 3 2,102

2010............... 117 702 954 241 130 68 62 6 2 2,280

2011............... 117 724 1,069 264 152 67 62 6 2 2,462

2012............... 120 715 1,202 293 142 90 59 8 1 2,630

2013............... 123 725 1,232 307 141 111 61 12 1 2,714

2014............... 127 745 1,277 314 164 113 51 20 2 2,813

2015............... 130 769 1,343 319 182 126 42 26 2 2,940

2016............... 133 794 1,399 332 199 140 42 28 2 3,069

2017............... 136 819 1,448 349 225 131 59 26 7 3,200

2018............... 138 840 1,506 361 236 137 73 27 6 3,325

2019............... 139 861 1,569 374 243 159 73 23 16 3,458

Total

1980............... 8,763 15,245 6,390 2,113 2,054 1,526 690 569 154 37,504

1985............... 9,942 16,374 6,752 2,086 1,999 1,536 754 508 154 40,105

1990............... 7,589 14,098 6,517 2,043 1,719 1,547 605 429 186 34,733

1995............... 5,877 11,037 5,235 2,087 1,396 1,443 653 491 224 28,443

2000............... 4,526 8,997 3,864 1,569 1,262 1,238 621 545 245 22,867

2001............... 4,353 8,935 3,761 1,455 1,144 1,336 633 570 240 22,427

2002............... 4,374 8,623 3,633 1,363 1,151 1,488 684 563 243 22,122

2003............... 4,405 8,627 3,651 1,339 1,126 1,582 800 653 243 22,426

2004............... 4,078 8,664 3,743 1,297 1,112 1,740 796 691 298 22,419

2005............... 3,495 9,102 3,746 1,212 988 1,707 801 689 305 22,045

2006............... 4,552 9,439 3,985 870 1,083 880 493 511 290 22,103

2007............... 4,122 9,997 3,826 1,121 1,084 1,201 652 699 293 22,995

2008............... 5,056 9,772 4,549 1,261 552 1,145 483 484 297 23,599

2009............... 3,546 10,312 4,300 554 820 1,187 437 457 391 22,004

2010............... 3,606 11,071 4,150 583 803 1,151 470 495 413 22,741

2011............... 3,703 11,268 4,537 617 807 1,100 467 541 456 23,497

2012............... 3,823 10,846 4,952 667 778 1,102 471 570 525 23,736

2013............... 3,952 10,755 4,912 708 757 1,060 466 612 523 23,745

2014............... 4,077 10,727 4,901 732 792 1,041 457 631 643 24,001

2015............... 4,180 10,743 4,953 749 833 996 438 668 584 24,144

2016............... 4,280 10,747 5,008 782 877 999 418 672 698 24,481

2017............... 4,397 10,632 5,016 825 956 953 426 681 662 24,548

2018............... 4,480 10,441 5,045 862 1,011 941 425 676 745 24,627

2019............... 4,536 10,142 5,071 903 1,028 951 414 676 709 24,430
108

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 2010 Trustees Report intermediate set of assumptions.

Table III.B16.—Fully 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, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980 ............... 6.450 4.770 1.292 0.351 0.267 0.247 0.198 0.237 1.217 1.763

1985 ............... 5.889 4.423 1.229 .360 .267 .315 .266 .460 1.385 1.710

1990 ............... 5.328 4.076 1.075 .375 .268 .385 .335 .681 1.522 1.460

1995 ............... 4.767 3.729 .960 .378 .268 .454 .402 .900 1.656 1.238

2000 ............... 4.205 3.382 .884 .384 .269 .522 .471 1.119 1.804 1.155

2005 ............... 3.644 3.035 .835 .395 .270 .592 .541 1.338 1.948 1.101

2006 ............... 4.547 3.186 .810 .306 .245 .310 .311 1.014 1.961 1.089

2007 ............... 3.562 3.780 .834 .303 .313 .388 .355 1.205 1.922 1.165

2008 ............... 4.474 3.794 .918 .391 .150 .396 .277 .824 1.873 1.207

2009 ............... 3.476 3.940 .825 .146 .297 .460 .236 .709 2.325 1.166

2010 ............... 3.480 3.945 .784 .146 .298 .461 .239 .721 2.325 1.188

2011 ............... 3.481 3.988 .824 .146 .297 .463 .236 .719 2.325 1.209

2012 ............... 3.482 3.973 .854 .146 .299 .468 .240 .729 2.325 1.200

2013 ............... 3.482 3.969 .815 .146 .298 .458 .240 .735 2.325 1.184

2014 ............... 3.481 3.964 .778 .146 .306 .466 .242 .742 2.325 1.178

2015 ............... 3.479 3.960 .751 .146 .312 .460 .242 .746 2.325 1.168

2016 ............... 3.480 3.956 .743 .146 .314 .465 .242 .740 2.325 1.164

2017 ............... 3.480 3.953 .738 .145 .318 .460 .243 .755 2.325 1.150

2018 ............... 3.476 3.954 .729 .146 .315 .463 .243 .757 2.325 1.134

2019 ............... 3.478 3.949 .717 .146 .307 .457 .244 .769 2.325 1.107

Aged widowers

1980 ............... a 9.018 21.044 34.246 52.077 60.877 62.121 82.051 a 30.448

1985 ............... 13.772 9.191 18.243 27.609 44.065 51.989 52.815 69.155 a 22.863

1990 ............... 10.540 9.392 15.417 21.442 36.088 42.953 43.642 55.556 a 17.801

1995 ............... 7.305 9.555 12.594 15.713 28.075 33.948 34.540 42.678 a 13.473

2000 ............... 4.063 9.735 9.774 10.090 19.970 25.233 25.387 29.167 a 10.157

2005 ............... .780 9.909 6.900 4.984 12.062 16.194 16.203 16.342 a 7.388

2006 ............... 4.942 8.865 9.415 4.509 26.333 9.671 10.304 10.417 a 8.687

2007 ............... 4.206 5.585 5.789 15.053 15.938 15.867 16.094 15.926 a 6.785

2008 ............... 3.177 6.568 5.261 14.176 12.414 12.401 12.705 13.095 a 6.232

2009 ............... 1.137 3.072 5.680 7.087 7.071 7.187 7.423 8.333 a 4.011

2010 ............... 1.127 3.301 5.688 7.082 7.177 7.215 7.558 8.236 a 4.113

2011 ............... 1.133 3.280 5.840 7.071 7.250 7.231 7.720 8.232 a 4.221

2012 ............... 1.134 3.261 5.889 7.080 7.213 7.201 7.872 7.462 a 4.302

2013 ............... 1.133 3.243 5.731 7.081 7.176 7.170 8.019 7.708 a 4.272

2014 ............... 1.133 3.244 5.695 7.078 7.175 7.184 7.814 7.328 a 4.273

2015 ............... 1.132 3.243 5.755 7.076 7.159 7.236 7.761 7.734 a 4.309

2016 ............... 1.133 3.243 5.774 7.081 7.171 7.227 7.851 8.394 a 4.339

2017 ............... 1.132 3.262 5.775 7.085 7.190 7.194 7.701 8.521 a 4.370

2018 ............... 1.130 3.268 5.774 7.082 7.189 7.203 7.589 8.936 a 4.397

2019 ............... 1.131 3.287 5.776 7.074 7.188 7.201 7.569 8.466 a 4.436

Total

1980 ............... 6.450 4.868 1.432 .590 .726 .870 .859 2.304 3.269 2.059

1985 ............... 6.178 4.524 1.384 .557 .653 .807 .834 1.476 1.960 1.991

1990 ............... 5.550 4.214 1.225 .515 .546 .760 .617 1.119 1.700 1.682

1995 ............... 4.912 3.936 1.096 .489 .428 .687 .616 1.130 1.738 1.420

2000 ............... 4.197 3.625 1.005 .445 .390 .631 .636 1.259 1.861 1.294

2005 ............... 3.425 3.423 .974 .437 .325 .657 .614 1.418 1.977 1.233

2006 ............... 4.581 3.534 1.045 .334 .389 .348 .340 1.042 1.971 1.264

2007 ............... 3.617 3.892 .971 .447 .404 .465 .419 1.277 1.951 1.301

2008 ............... 4.364 3.982 1.065 .525 .221 .464 .296 .842 1.900 1.340

2009 ............... 3.253 3.878 1.010 .237 .343 .491 .267 .716 2.339 1.251

2010 ............... 3.260 3.897 .977 .246 .352 .488 .274 .729 2.332 1.280

2011 ............... 3.268 3.934 1.033 .251 .362 .491 .271 .725 2.332 1.307

2012 ............... 3.269 3.917 1.077 .255 .362 .506 .273 .739 2.330 1.305

2013 ............... 3.270 3.910 1.038 .253 .363 .508 .275 .749 2.329 1.291

2014 ............... 3.270 3.904 1.003 .253 .381 .518 .272 .763 2.332 1.287

2015 ............... 3.268 3.898 .982 .251 .394 .522 .267 .773 2.331 1.282

2016 ............... 3.270 3.893 .982 .249 .401 .535 .268 .770 2.329 1.282

2017 ............... 3.270 3.889 .987 .248 .410 .528 .281 .782 2.344 1.272

2018 ............... 3.267 3.888 .987 .248 .406 .536 .292 .786 2.340 1.260

2019 ............... 3.270 3.883 .984 .246 .397 .542 .294 .794 2.367 1.238

a In force counts are too small to yield meaningful withheld rates.
109

OASI Numbers

Sources:

• Historical figures calculated by subtracting numbers in current-payment status from numbers in force.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B17.—Fully Insured Aged Spouses With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980............... 742 2,218 666 370 162 50 10 4,218

1985............... 787 2,014 714 444 167 48 12 4,186

1990............... 685 1,843 737 520 177 47 12 4,021

1995............... 562 1,448 790 592 184 47 12 3,635

2000............... 421 1,048 1,008 904 186 41 11 3,619

2001............... 416 1,012 516 498 192 39 11 2,684

2002............... 432 903 723 733 196 38 11 3,036

2003............... 436 975 934 755 199 42 12 3,353

2004............... 388 942 516 748 203 42 12 2,851

2005............... 404 1,059 767 781 205 41 12 3,269

2006............... 217 632 442 477 323 97 10 2,198

2007............... 96 379 1,001 446 397 153 26 2,498

2008............... 124 389 1,097 537 413 288 52 2,900

2009............... 287 728 1,220 636 370 365 93 3,699

2010............... 228 682 861 513 343 204 42 2,872

2011............... 233 713 903 498 326 206 50 2,929

2012............... 222 730 963 481 317 205 45 2,964

2013............... 220 732 1,030 467 304 202 51 3,006

2014............... 218 760 1,069 462 292 200 47 3,049

2015............... 218 810 1,087 472 277 195 53 3,112

2016............... 218 827 1,137 489 270 185 51 3,178

2017............... 215 819 1,219 521 262 180 47 3,263

2018............... 211 822 1,298 559 254 172 48 3,364

2019............... 205 828 1,360 583 253 166 46 3,441

Aged husbands

1980............... 532 1,542 688 324 164 138 21 3,409

1985............... 233 579 399 242 126 114 20 1,713

1990............... 109 255 223 162 88 90 18 945

1995............... 57 129 140 125 70 78 18 617

2000............... 29 83 69 105 69 94 24 473

2001............... 18 37 79 79 62 93 24 392

2002............... 14 45 50 62 72 110 22 375

2003............... 36 46 107 92 59 24 26 390

2004............... 12 48 112 79 37 56 23 367

2005............... 8 32 126 85 37 55 21 364

2006............... 18 66 85 49 37 36 11 302

2007............... 116 258 210 61 35 15 5 700

2008............... 34 147 40 67 7 4 1 300

2009............... 31 155 52 49 7 5 1 300

2010............... 37 150 59 52 7 9 1 314

2011............... 39 158 64 51 6 10 1 328

2012............... 38 172 73 48 8 10 2 352

2013............... 39 187 77 54 11 10 2 380

2014............... 40 198 79 62 12 8 5 404

2015............... 41 209 81 70 12 7 3 423

2016............... 43 217 85 77 13 7 1 442

2017............... 44 224 88 83 12 8 2 461

2018............... 45 233 90 87 13 10 2 480

2019............... 46 243 93 90 15 11 2 499

Total

1980............... 1,274 3,760 1,354 694 326 188 31 7,627

1985............... 1,020 2,593 1,113 686 293 162 32 5,899

1990............... 794 2,098 960 682 265 137 30 4,966

1995............... 619 1,577 930 717 254 125 30 4,252

2000............... 450 1,131 1,077 1,009 255 135 35 4,092

2001............... 434 1,049 595 577 254 132 35 3,076

2002............... 446 948 773 795 268 148 33 3,411

2003............... 472 1,021 1,041 847 258 66 38 3,743

2004............... 400 990 628 827 240 98 35 3,218

2005............... 412 1,091 893 866 242 96 33 3,633

2006............... 235 698 527 526 360 133 21 2,500

2007............... 212 637 1,211 507 432 168 31 3,198

2008............... 158 536 1,137 604 420 292 53 3,200

2009............... 318 883 1,272 685 377 370 94 3,999

2010............... 265 832 920 564 350 213 42 3,185

2011............... 272 871 967 549 333 215 51 3,257

2012............... 261 903 1,036 529 325 215 47 3,316

2013............... 259 919 1,107 522 315 212 53 3,386

2014............... 258 958 1,148 524 304 208 52 3,452

2015............... 259 1,019 1,168 542 289 202 56 3,535

2016............... 260 1,044 1,222 566 283 192 53 3,620

2017............... 259 1,043 1,307 604 274 188 49 3,724

2018............... 256 1,054 1,388 647 267 182 50 3,845

2019............... 251 1,070 1,453 672 268 177 49 3,940
110

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 2010 Trustees Report intermediate set of assumptions.

Table III.B18.—Fully Insured Aged Spouses With Benefits Withheld, as a Percentage of Insured Aged Spouses In Force

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 2.025 4.239 1.576 1.438 1.595 1.642 2.212 2.472

1985 ............... 1.954 3.813 1.615 1.600 1.545 1.483 2.105 2.330

1990 ............... 1.869 3.384 1.649 1.766 1.482 1.320 2.098 2.218

1995 ............... 1.800 2.956 1.679 1.928 1.407 1.145 1.709 2.067

2000 ............... 1.716 2.790 2.642 3.009 1.345 .955 1.455 2.426

2001 ............... 1.707 2.445 1.298 1.498 1.331 .914 1.432 1.696

2002 ............... 1.695 2.360 1.729 2.161 1.315 .878 1.391 1.904

2003 ............... 1.680 2.472 2.259 2.197 1.298 .834 1.395 2.065

2004 ............... 1.658 2.190 1.172 2.229 1.293 .817 1.304 1.720

2005 ............... 1.645 2.106 1.751 2.262 1.278 .758 1.275 1.862

2006 ............... .859 1.205 1.012 1.483 1.801 1.749 1.075 1.235

2007 ............... .402 .666 2.496 1.346 1.927 2.487 2.534 1.374

2008 ............... .652 .706 2.981 1.703 2.138 4.654 4.514 1.715

2009 ............... 1.311 1.467 3.576 1.985 1.891 5.560 6.229 2.238

2010 ............... .972 1.290 2.418 1.736 1.820 3.039 3.126 1.706

2011 ............... .970 1.302 2.455 1.731 1.829 3.043 3.126 1.718

2012 ............... .971 1.283 2.466 1.731 1.834 3.049 3.126 1.722

2013 ............... .971 1.258 2.463 1.732 1.837 3.045 3.126 1.723

2014 ............... .971 1.264 2.458 1.709 1.832 3.046 3.126 1.721

2015 ............... .972 1.302 2.427 1.707 1.825 3.045 3.126 1.725

2016 ............... .972 1.317 2.417 1.699 1.829 3.053 3.126 1.731

2017 ............... .972 1.311 2.448 1.691 1.825 3.047 3.126 1.745

2018 ............... .971 1.311 2.484 1.703 1.827 3.048 3.126 1.765

2019 ............... .971 1.313 2.472 1.717 1.808 3.046 3.126 1.774

Aged husbands

1980 ............... 78.235 84.079 68.390 42.914 28.772 23.793 16.667 61.412

1985 ............... 63.488 68.602 57.910 38.110 25.455 22.136 17.391 46.803

1990 ............... 48.879 53.125 47.548 32.860 22.055 20.882 18.367 36.444

1995 ............... 34.132 37.391 37.135 28.090 18.868 19.212 18.947 27.969

2000 ............... 19.595 22.678 26.953 23.179 15.367 17.472 19.512 20.274

2001 ............... 16.667 19.892 24.233 22.507 14.868 17.127 19.672 19.094

2002 ............... 12.613 15.789 21.645 20.598 16.901 24.229 19.820 19.541

2003 ............... 10.345 13.105 20.151 19.742 13.258 5.647 20.000 14.466

2004 ............... 7.018 9.836 18.152 18.810 12.052 16.000 20.000 14.870

2005 ............... 5.333 6.612 15.990 17.970 11.709 15.896 19.266 13.653

2006 ............... 11.465 11.130 11.199 11.061 11.212 11.180 11.458 11.185

2007 ............... 21.324 21.252 21.106 21.329 20.710 21.739 20.833 21.206

2008 ............... 9.418 9.405 9.050 9.450 8.750 11.765 9.091 9.375

2009 ............... 6.920 6.892 6.842 7.000 7.778 11.905 7.692 6.974

2010 ............... 6.936 6.896 6.915 6.882 8.107 11.593 7.692 7.005

2011 ............... 6.936 6.895 6.916 6.805 8.150 12.260 7.692 7.002

2012 ............... 6.936 6.897 6.920 6.847 7.818 12.405 7.692 7.012

2013 ............... 6.936 6.899 6.920 6.884 7.789 12.466 7.692 7.014

2014 ............... 6.936 6.898 6.920 6.878 7.919 12.176 7.692 6.996

2015 ............... 6.936 6.897 6.921 6.897 8.005 12.184 7.692 6.987

2016 ............... 6.936 6.897 6.922 6.883 8.149 12.385 7.692 6.984

2017 ............... 6.936 6.898 6.921 6.868 8.119 11.912 7.692 6.981

2018 ............... 6.936 6.898 6.919 6.868 7.891 11.572 7.692 6.984

2019 ............... 6.936 6.898 6.919 6.869 7.922 11.840 7.692 6.993

Total

1980 ............... 3.414 6.943 3.129 2.619 3.040 5.186 5.363 4.330

1985 ............... 2.510 4.832 2.479 2.416 2.591 4.319 4.672 3.218

1990 ............... 2.154 3.819 2.125 2.278 2.147 3.432 4.478 2.700

1995 ............... 1.972 3.197 1.960 2.302 1.889 2.771 3.764 2.388

2000 ............... 1.823 2.982 2.804 3.309 1.786 2.795 3.982 2.701

2001 ............... 1.773 2.523 1.484 1.717 1.712 2.745 3.933 1.919

2002 ............... 1.743 2.460 1.838 2.323 1.748 3.095 3.659 2.113

2003 ............... 1.795 2.566 2.486 2.432 1.635 1.209 3.838 2.268

2004 ............... 1.697 2.275 1.407 2.434 1.499 1.785 3.382 1.913

2005 ............... 1.668 2.149 2.002 2.474 1.480 1.668 3.143 2.038

2006 ............... .924 1.316 1.186 1.613 1.971 2.266 2.047 1.384

2007 ............... .867 1.097 2.947 1.517 2.080 2.700 2.952 1.728

2008 ............... .815 .946 3.053 1.873 2.166 4.693 4.557 1.857

2009 ............... 1.424 1.702 3.647 2.092 1.918 5.600 6.242 2.358

2010 ............... 1.104 1.511 2.523 1.864 1.847 3.134 3.151 1.843

2011 ............... 1.107 1.526 2.564 1.861 1.856 3.150 3.145 1.859

2012 ............... 1.111 1.518 2.584 1.856 1.870 3.161 3.211 1.872

2013 ............... 1.116 1.509 2.578 1.878 1.887 3.158 3.193 1.883

2014 ............... 1.121 1.521 2.573 1.877 1.887 3.134 3.306 1.887

2015 ............... 1.126 1.562 2.540 1.890 1.885 3.124 3.226 1.896

2016 ............... 1.131 1.583 2.531 1.893 1.895 3.137 3.177 1.906

2017 ............... 1.137 1.587 2.559 1.887 1.891 3.144 3.198 1.924

2018 ............... 1.144 1.596 2.592 1.895 1.899 3.171 3.215 1.947

2019 ............... 1.154 1.609 2.578 1.908 1.891 3.188 3.213 1.959
111

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 2010 Trustees Report intermediate set of assumptions.

Table III.B19.—Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 998,343 3,358,498 2,702,972 1,772,960 989,601 468,430 144,246 27,787 10,462,837

1985............... 1,288,874 3,573,041 3,057,297 2,043,366 1,135,107 508,540 174,981 38,651 11,819,857

1990............... 1,336,044 3,899,478 3,285,137 2,310,701 1,326,833 591,606 190,493 46,468 12,986,760

1995............... 1,315,559 3,907,913 3,621,394 2,547,515 1,543,401 705,577 226,359 50,657 13,918,375

2000............... 1,329,101 4,071,001 3,635,445 2,850,227 1,736,332 828,822 264,326 56,107 14,771,361

2001............... 1,337,041 4,120,537 3,629,232 2,853,210 1,814,030 850,584 272,190 57,085 14,933,909

2002............... 1,338,861 4,186,644 3,613,803 2,881,953 1,867,986 873,400 282,049 58,623 15,103,319

2003............... 1,332,499 4,250,499 3,587,273 2,901,325 1,918,739 906,683 293,316 60,734 15,251,068

2004............... 1,370,344 4,265,549 3,610,820 2,901,799 1,981,044 930,443 307,510 62,582 15,430,091

2005............... 1,426,219 4,291,809 3,630,073 2,931,733 2,008,351 978,263 319,671 64,492 15,650,611

2006............... 1,424,421 4,357,395 3,678,192 2,943,712 2,027,845 1,037,519 332,844 67,254 15,869,182

2007............... 1,364,105 4,471,986 3,754,706 2,951,778 2,065,520 1,081,981 350,129 71,348 16,111,553

2008............... 1,366,244 4,606,628 3,883,123 2,943,361 2,093,263 1,120,395 367,777 75,031 16,455,822

2009............... 1,555,422 4,806,450 3,981,420 2,979,169 2,111,765 1,168,718 384,134 80,349 17,067,427

2010............... 1,736,042 4,968,489 4,092,022 3,004,280 2,142,868 1,186,355 406,212 84,115 17,620,382

2011............... 1,799,245 5,196,489 4,246,605 3,049,399 2,157,180 1,199,032 430,651 86,816 18,165,417

2012............... 1,766,112 5,496,706 4,479,708 3,116,501 2,167,086 1,221,814 445,942 90,366 18,784,235

2013............... 1,782,992 5,795,356 4,702,084 3,226,745 2,165,295 1,239,785 459,858 94,819 19,466,934

2014............... 1,815,710 6,121,997 4,896,632 3,308,544 2,193,847 1,249,674 475,273 96,650 20,158,328

2015............... 1,857,801 6,475,045 5,045,305 3,408,112 2,221,797 1,273,329 483,598 103,295 20,868,283

2016............... 1,902,697 6,666,314 5,340,729 3,544,328 2,263,368 1,286,012 491,028 110,039 21,604,515

2017............... 1,937,589 6,746,163 5,697,281 3,748,131 2,321,718 1,297,004 502,651 113,626 22,364,163

2018............... 1,969,129 6,914,646 5,983,705 3,942,444 2,411,253 1,300,018 512,231 118,093 23,151,519

2019............... 1,993,964 7,115,446 6,297,599 4,110,396 2,479,602 1,322,859 518,491 122,992 23,961,349

Female

1980............... 1,024,463 2,653,875 2,198,102 1,559,409 962,995 504,653 166,638 31,433 9,101,568

1985............... 1,171,571 2,852,971 2,537,435 1,901,360 1,214,186 627,995 248,853 61,063 10,615,434

1990............... 1,166,811 3,081,266 2,731,682 2,187,710 1,483,826 800,687 311,022 91,277 11,854,281

1995............... 1,124,213 3,056,656 2,969,628 2,369,908 1,723,205 991,417 406,076 119,035 12,760,138

2000............... 1,217,386 3,202,099 3,003,181 2,625,707 1,894,067 1,155,139 491,058 145,208 13,733,845

2001............... 1,234,189 3,276,088 3,001,316 2,623,969 1,944,814 1,177,693 501,925 148,771 13,908,765

2002............... 1,247,058 3,359,683 2,999,616 2,640,637 1,977,571 1,196,152 517,114 153,524 14,091,355

2003............... 1,257,393 3,464,781 2,992,844 2,650,016 2,006,312 1,223,112 532,275 158,823 14,285,556

2004............... 1,312,658 3,536,657 3,032,455 2,630,076 2,061,910 1,231,312 552,110 164,704 14,521,882

2005............... 1,390,700 3,620,825 3,081,600 2,633,735 2,085,758 1,261,407 566,607 169,593 14,810,225

2006............... 1,415,913 3,741,601 3,155,456 2,637,880 2,093,238 1,305,668 581,499 175,706 15,106,961

2007............... 1,380,309 3,903,596 3,249,257 2,645,838 2,116,358 1,338,460 597,386 184,971 15,416,175

2008............... 1,401,596 4,073,782 3,395,482 2,644,701 2,131,500 1,365,371 614,615 190,782 15,817,829

2009............... 1,578,510 4,286,068 3,521,923 2,687,985 2,127,405 1,415,294 627,074 202,321 16,446,580

2010............... 1,749,279 4,442,661 3,647,484 2,729,442 2,130,331 1,429,634 643,610 210,203 16,982,643

2011............... 1,823,475 4,668,911 3,821,872 2,788,673 2,126,651 1,429,212 663,736 214,897 17,537,427

2012............... 1,817,306 4,952,965 4,071,327 2,866,705 2,127,667 1,437,683 674,627 218,558 18,166,837

2013............... 1,863,933 5,246,826 4,299,722 2,991,292 2,121,726 1,440,553 683,351 225,748 18,873,152

2014............... 1,925,197 5,588,323 4,490,812 3,090,919 2,151,542 1,428,851 700,037 219,713 19,595,394

2015............... 1,998,490 5,959,625 4,650,656 3,202,916 2,188,404 1,431,390 706,328 230,344 20,368,154

2016............... 2,074,473 6,197,934 4,927,334 3,358,866 2,239,842 1,431,157 707,377 236,936 21,173,920

2017............... 2,133,001 6,338,398 5,254,704 3,582,436 2,307,294 1,435,592 712,990 242,771 22,007,186

2018............... 2,176,335 6,551,804 5,539,574 3,787,218 2,411,705 1,434,585 715,882 246,136 22,863,238

2019............... 2,199,959 6,792,712 5,870,286 3,956,929 2,496,128 1,458,894 711,993 256,621 23,743,522

Total

1980............... 2,022,806 6,012,373 4,901,074 3,332,369 1,952,596 973,083 310,884 59,220 19,564,405

1985............... 2,460,445 6,426,012 5,594,732 3,944,726 2,349,293 1,136,535 423,834 99,714 22,435,291

1990............... 2,502,855 6,980,744 6,016,819 4,498,411 2,810,659 1,392,293 501,515 137,745 24,841,041

1995............... 2,439,772 6,964,569 6,591,022 4,917,423 3,266,606 1,696,994 632,435 169,692 26,678,513

2000............... 2,546,487 7,273,100 6,638,626 5,475,934 3,630,399 1,983,961 755,384 201,315 28,505,206

2001............... 2,571,230 7,396,625 6,630,548 5,477,179 3,758,844 2,028,277 774,115 205,856 28,842,674

2002............... 2,585,919 7,546,327 6,613,419 5,522,590 3,845,557 2,069,552 799,163 212,147 29,194,674

2003............... 2,589,892 7,715,280 6,580,117 5,551,341 3,925,051 2,129,795 825,591 219,557 29,536,624

2004............... 2,683,002 7,802,206 6,643,275 5,531,875 4,042,954 2,161,755 859,620 227,286 29,951,973

2005............... 2,816,919 7,912,634 6,711,673 5,565,468 4,094,109 2,239,670 886,278 234,085 30,460,836

2006............... 2,840,334 8,098,996 6,833,648 5,581,592 4,121,083 2,343,187 914,343 242,960 30,976,143

2007............... 2,744,414 8,375,582 7,003,963 5,597,616 4,181,878 2,420,441 947,515 256,319 31,527,728

2008............... 2,767,840 8,680,410 7,278,605 5,588,062 4,224,763 2,485,766 982,392 265,813 32,273,651

2009............... 3,133,932 9,092,518 7,503,343 5,667,154 4,239,170 2,584,012 1,011,208 282,670 33,514,007

2010............... 3,485,321 9,411,150 7,739,506 5,733,721 4,273,199 2,615,989 1,049,821 294,317 34,603,025

2011............... 3,622,721 9,865,400 8,068,477 5,838,072 4,283,831 2,628,244 1,094,388 301,712 35,702,844

2012............... 3,583,418 10,449,670 8,551,036 5,983,206 4,294,753 2,659,497 1,120,569 308,924 36,951,073

2013............... 3,646,925 11,042,182 9,001,806 6,218,037 4,287,021 2,680,339 1,143,209 320,567 38,340,086

2014............... 3,740,907 11,710,320 9,387,445 6,399,463 4,345,390 2,678,525 1,175,310 316,364 39,753,722

2015............... 3,856,290 12,434,671 9,695,961 6,611,028 4,410,201 2,704,719 1,189,926 333,640 41,236,436

2016............... 3,977,170 12,864,249 10,268,063 6,903,194 4,503,210 2,717,169 1,198,405 346,975 42,778,435

2017............... 4,070,590 13,084,561 10,951,986 7,330,568 4,629,012 2,732,596 1,215,641 356,397 44,371,349

2018............... 4,145,464 13,466,450 11,523,279 7,729,662 4,822,958 2,734,603 1,228,113 364,228 46,014,757

2019............... 4,193,923 13,908,159 12,167,884 8,067,325 4,975,729 2,781,753 1,230,484 379,613 47,704,871
112

Benefit Payments

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B20.—Fully Insured Aged Widows and Widowers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980 ............... 127,099 291,380 437,267 354,508 279,858 173,123 79,270 24,015 4,546 1,771,066

1985 ............... 145,900 338,650 477,509 370,658 302,509 188,044 89,141 33,750 7,688 1,953,849

1990 ............... 123,923 312,541 520,980 392,326 311,267 201,033 97,151 37,764 10,743 2,007,728

1995 ............... 107,471 260,369 467,340 422,145 323,752 207,626 104,966 42,836 12,650 1,949,155

2000 ............... 96,900 230,600 375,800 349,200 320,800 194,400 96,500 42,600 12,900 1,719,700

2001 ............... 96,600 233,600 375,200 326,000 317,400 218,000 98,600 43,200 12,500 1,721,100

2002 ............... 100,500 227,600 370,900 314,700 317,500 229,100 105,000 41,400 12,500 1,719,200

2003 ............... 105,100 229,500 372,100 301,100 319,800 244,600 110,900 44,500 12,300 1,739,900

2004 ............... 101,400 231,300 377,300 290,900 313,300 248,900 119,600 47,100 14,800 1,744,600

2005 ............... 90,800 243,300 372,800 273,700 301,400 257,100 129,100 47,700 15,100 1,731,000

2006 ............... 86,600 242,800 367,900 257,900 276,200 251,100 144,000 48,400 14,400 1,689,300

2007 ............... 100,600 231,800 379,900 247,700 265,900 255,800 154,300 53,800 14,700 1,704,500

2008 ............... 101,300 220,100 408,700 236,800 248,200 244,500 162,700 56,900 15,300 1,694,500

2009 ............... 95,200 237,000 406,100 230,500 237,100 239,300 162,400 63,300 16,300 1,687,200

2010 ............... 96,776 252,442 404,692 233,345 225,316 233,765 170,200 67,406 17,281 1,701,222

2011 ............... 99,449 253,851 417,676 241,430 219,802 221,958 171,221 74,055 19,088 1,718,529

2012 ............... 102,638 244,842 435,489 256,785 212,295 215,365 171,239 76,535 22,014 1,737,201

2013 ............... 106,148 242,680 447,893 274,500 206,093 206,063 168,751 80,944 21,905 1,754,976

2014 ............... 109,534 241,850 462,376 284,948 204,621 198,558 167,126 81,784 26,905 1,777,702

2015 ............... 112,376 241,906 477,281 293,344 208,054 188,333 163,309 85,419 24,453 1,794,475

2016 ............... 115,023 241,631 481,928 308,934 215,377 183,886 155,100 86,306 29,247 1,817,432

2017 ............... 118,183 238,463 479,671 327,281 229,168 177,983 150,628 86,137 27,501 1,835,016

2018 ............... 120,553 233,232 481,679 342,725 245,259 173,027 144,346 85,038 31,017 1,856,876

2019 ............... 122,036 225,714 484,602 360,968 254,945 172,484 139,549 84,221 29,111 1,873,630

Aged widowers

1980 ............... ... 6,568 2,495 1,657 1,200 705 325 112 11 13,073

1985 ............... 5,084 6,946 3,639 1,956 1,508 869 461 157 15 20,635

1990 ............... 5,220 7,901 4,691 2,081 1,562 1,024 359 136 13 22,987

1995 ............... 6,307 9,011 4,893 2,607 1,345 967 434 137 13 25,714

2000 ............... 6,422 8,577 4,717 1,996 1,591 643 482 153 18 24,599

2001 ............... 6,633 8,645 4,640 2,000 1,272 530 493 170 17 24,400

2002 ............... 7,243 9,151 4,833 1,745 1,465 801 568 179 18 26,003

2003 ............... 8,162 10,145 5,716 2,067 1,448 792 923 328 20 29,601

2004 ............... 8,151 11,430 6,638 2,352 1,680 1,347 744 322 33 32,697

2005 ............... 7,758 13,520 8,176 2,421 1,254 916 512 215 24 34,796

2006 ............... 8,213 14,885 9,448 1,652 1,133 934 383 129 22 36,799

2007 ............... 9,246 15,046 10,253 2,071 1,308 1,087 537 227 25 39,800

2008 ............... 9,509 15,521 13,758 2,010 1,270 1,215 213 73 33 43,602

2009 ............... 10,256 18,614 15,311 2,845 1,485 1,046 661 55 27 50,300

2010 ............... 10,235 20,556 15,814 3,167 1,682 870 753 62 15 53,154

2011 ............... 10,184 21,351 17,235 3,472 1,942 863 738 62 16 55,862

2012 ............... 10,472 21,203 19,204 3,842 1,826 1,164 693 103 13 58,520

2013 ............... 10,771 21,631 20,270 4,022 1,823 1,438 700 147 11 60,813

2014 ............... 11,075 22,228 21,145 4,129 2,118 1,455 603 251 21 63,025

2015 ............... 11,346 22,934 22,001 4,188 2,364 1,621 504 315 16 65,289

2016 ............... 11,593 23,679 22,831 4,354 2,577 1,802 494 308 15 67,653

2017 ............... 11,894 24,279 23,619 4,571 2,907 1,694 705 281 63 70,013

2018 ............... 12,078 24,856 24,576 4,737 3,052 1,767 894 276 57 72,293

2019 ............... 12,154 25,348 25,596 4,916 3,137 2,053 894 245 147 74,490

Total

1980 ............... 127,099 297,948 439,762 356,165 281,058 173,828 79,595 24,127 4,557 1,784,139

1985 ............... 150,984 345,596 481,148 372,614 304,017 188,913 89,602 33,907 7,703 1,974,484

1990 ............... 129,143 320,442 525,671 394,407 312,829 202,057 97,510 37,900 10,756 2,030,715

1995 ............... 113,778 269,380 472,233 424,752 325,097 208,593 105,400 42,973 12,663 1,974,869

2000 ............... 103,322 239,177 380,517 351,196 322,391 195,043 96,982 42,753 12,918 1,744,299

2001 ............... 103,233 242,245 379,840 328,000 318,672 218,530 99,093 43,370 12,517 1,745,500

2002 ............... 107,743 236,751 375,733 316,445 318,965 229,901 105,568 41,579 12,518 1,745,203

2003 ............... 113,262 239,645 377,816 303,167 321,248 245,392 111,823 44,828 12,320 1,769,501

2004 ............... 109,551 242,730 383,938 293,252 314,980 250,247 120,344 47,422 14,833 1,777,297

2005 ............... 98,558 256,820 380,976 276,121 302,654 258,016 129,612 47,915 15,124 1,765,796

2006 ............... 94,813 257,685 377,348 259,552 277,333 252,034 144,383 48,529 14,422 1,726,099

2007 ............... 109,846 246,846 390,153 249,771 267,208 256,887 154,837 54,027 14,725 1,744,300

2008 ............... 110,809 235,621 422,458 238,810 249,470 245,715 162,913 56,973 15,333 1,738,102

2009 ............... 105,456 255,614 421,411 233,345 238,585 240,346 163,061 63,355 16,327 1,737,500

2010 ............... 107,011 272,998 420,506 236,512 226,998 234,635 170,952 67,468 17,296 1,754,376

2011 ............... 109,632 275,203 434,911 244,902 221,744 222,821 171,959 74,116 19,104 1,774,391

2012 ............... 113,110 266,045 454,692 260,626 214,121 216,529 171,932 76,638 22,027 1,795,721

2013 ............... 116,919 264,311 468,163 278,522 207,915 207,500 169,451 81,091 21,917 1,815,789

2014 ............... 120,609 264,078 483,521 289,076 206,739 200,013 167,729 82,035 26,926 1,840,727

2015 ............... 123,721 264,839 499,282 297,532 210,419 189,954 163,813 85,734 24,470 1,859,764

2016 ............... 126,617 265,310 504,759 313,287 217,954 185,688 155,594 86,614 29,262 1,885,085

2017 ............... 130,077 262,742 503,290 331,853 232,076 179,677 151,333 86,418 27,565 1,905,029

2018 ............... 132,631 258,088 506,255 347,462 248,312 174,794 145,240 85,314 31,074 1,929,169

2019 ............... 134,190 251,062 510,198 365,884 258,082 174,538 140,443 84,466 29,258 1,948,120
113

OASI Numbers

Sources:

• Historical figures estimated from the Continuous Work History Sample and a 1-percent sample of the Master Beneficiary Record.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B21.—Fully Insured Aged Spouses With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980............... 35,893 50,100 41,594 25,369 9,992 2,995 442 166,385

1985............... 39,484 50,804 43,500 27,312 10,645 3,188 558 175,491

1990............... 35,956 52,613 43,962 28,925 11,765 3,514 560 177,295

1995............... 30,662 47,530 46,274 30,112 12,893 4,058 690 172,219

2000............... 24,113 36,511 37,147 29,137 13,641 4,251 745 145,545

2001............... 23,960 40,380 39,248 32,751 14,228 4,227 757 155,551

2002............... 25,049 37,353 41,095 33,183 14,706 4,290 780 156,456

2003............... 25,518 38,465 40,416 33,613 15,135 4,991 848 158,986

2004............... 23,018 42,081 43,494 32,803 15,501 5,097 908 162,902

2005............... 24,152 49,234 43,040 33,747 15,830 5,367 929 172,299

2006............... 25,047 51,834 43,245 31,694 17,612 5,450 920 175,802

2007............... 23,800 56,500 39,100 32,700 20,200 6,000 1,000 179,300

2008............... 18,900 54,700 35,700 31,000 18,900 5,900 1,100 166,200

2009............... 21,600 48,900 32,900 31,400 19,200 6,200 1,400 161,600

2010............... 23,250 52,169 34,742 29,005 18,516 6,512 1,288 165,482

2011............... 23,744 54,061 35,882 28,247 17,519 6,555 1,559 167,567

2012............... 22,690 56,211 38,087 27,332 16,973 6,506 1,400 169,199

2013............... 22,398 57,463 40,802 26,508 16,236 6,441 1,571 171,419

2014............... 22,258 59,389 42,427 26,560 15,658 6,359 1,462 174,113

2015............... 22,223 61,405 43,713 27,169 14,897 6,219 1,639 177,265

2016............... 22,174 62,007 45,912 28,289 14,518 5,879 1,588 180,367

2017............... 21,945 61,650 48,570 30,278 14,078 5,728 1,464 183,712

2018............... 21,515 61,862 50,939 32,295 13,669 5,486 1,477 187,243

2019............... 20,852 62,195 53,659 33,360 13,727 5,299 1,438 190,530

Aged husbands

1980............... 148 292 318 431 406 442 105 2,142

1985............... 134 265 290 393 369 401 95 1,947

1990............... 114 225 246 331 311 341 80 1,648

1995............... 110 216 237 320 301 328 77 1,589

2000............... 119 283 187 348 380 444 99 1,860

2001............... 90 149 247 272 355 450 98 1,661

2002............... 97 240 181 239 354 344 89 1,544

2003............... 312 305 424 374 386 401 104 2,306

2004............... 159 440 505 341 270 294 92 2,101

2005............... 142 452 662 388 279 291 88 2,302

2006............... 139 527 674 394 293 286 85 2,398

2007............... 428 956 785 225 134 54 19 2,601

2008............... 327 1,416 402 642 73 30 10 2,900

2009............... 417 2,094 708 651 83 37 12 4,002

2010............... 494 2,027 794 700 74 67 7 4,163

2011............... 523 2,130 856 704 70 70 6 4,358

2012............... 515 2,326 987 653 97 71 25 4,674

2013............... 523 2,526 1,035 734 130 71 23 5,041

2014............... 537 2,676 1,062 845 135 56 57 5,367

2015............... 554 2,822 1,083 944 138 49 35 5,624

2016............... 572 2,927 1,137 1,042 143 48 17 5,888

2017............... 589 3,019 1,187 1,130 139 58 23 6,145

2018............... 605 3,141 1,213 1,183 153 73 28 6,396

2019............... 618 3,276 1,249 1,214 178 79 27 6,641

Total

1980............... 36,041 50,392 41,912 25,800 10,398 3,437 547 168,527

1985............... 39,618 51,069 43,790 27,705 11,014 3,589 653 177,438

1990............... 36,070 52,838 44,208 29,256 12,076 3,855 640 178,943

1995............... 30,772 47,746 46,511 30,432 13,194 4,386 767 173,808

2000............... 24,232 36,794 37,334 29,485 14,021 4,695 844 147,405

2001............... 24,050 40,529 39,495 33,023 14,583 4,677 855 157,212

2002............... 25,146 37,593 41,276 33,422 15,060 4,634 869 158,000

2003............... 25,830 38,770 40,840 33,987 15,521 5,392 952 161,292

2004............... 23,177 42,521 43,999 33,144 15,771 5,391 1,000 165,003

2005............... 24,294 49,686 43,702 34,135 16,109 5,658 1,017 174,601

2006............... 25,186 52,361 43,919 32,088 17,905 5,736 1,005 178,200

2007............... 24,228 57,456 39,885 32,925 20,334 6,054 1,019 181,901

2008............... 19,227 56,116 36,102 31,642 18,973 5,930 1,110 169,100

2009............... 22,017 50,994 33,608 32,051 19,283 6,237 1,412 165,602

2010............... 23,745 54,196 35,536 29,704 18,591 6,579 1,295 169,645

2011............... 24,267 56,191 36,738 28,951 17,588 6,625 1,565 171,925

2012............... 23,205 58,536 39,074 27,985 17,070 6,578 1,425 173,873

2013............... 22,922 59,989 41,837 27,242 16,366 6,512 1,593 176,461

2014............... 22,795 62,065 43,488 27,405 15,793 6,415 1,519 179,480

2015............... 22,777 64,227 44,796 28,113 15,035 6,268 1,674 182,889

2016............... 22,746 64,934 47,049 29,332 14,661 5,928 1,605 186,255

2017............... 22,535 64,670 49,757 31,408 14,217 5,786 1,486 189,858

2018............... 22,120 65,003 52,152 33,478 13,822 5,559 1,505 193,639

2019............... 21,470 65,471 54,908 34,574 13,905 5,378 1,465 197,171
Benefit Payments

114

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 March, June, and September computed by age group; total computed by applying factor for portion of calendar year change occurring in

each quarter 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 March, June,

and September projected by regression on ratio at end of calendar year.

• Historical quarterly portions 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 quarter or from end of quarter to end of calendar year, by total change in calendar year. Future quarterly portions 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 2010 Trustees Report intermediate set of assumptions.

Table III.B22.—Retired Workers With Benefits In Force

(End of calendar years 1980-2009 and calendar quarters 2010-19)

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

3 months

Number

in force

Percent

of female

retired

workers

Number

in force

Percent of

calendar

year change

occurring

in previous

3 months

1980 ............... 1,021,421 9.44 9,801,161 10,822,582 1,035,914 11.27 8,157,435 9,193,349

1985 ............... 1,311,496 10.83 10,797,266 12,108,762 1,185,981 11.06 9,535,102 10,721,083

1990 ............... 1,359,063 10.27 11,880,168 13,239,231 16.27 1,181,626 9.89 10,766,920 11,948,546 19.55

1995 ............... 1,341,921 9.48 12,811,623 14,153,544 3.02 1,141,061 8.88 11,714,761 12,855,822 11.68

2000 ............... 1,356,530 9.15 13,476,928 14,833,458 9.47 1,236,011 8.98 12,533,896 13,769,907 12.89

2005 ............... 1,454,662 9.25 14,267,453 15,722,115 14.93 1,410,089 9.49 13,449,574 14,859,663 18.79

2006 ............... 1,453,511 9.11 14,494,919 15,948,430 13.11 1,435,645 9.47 13,726,923 15,162,568 18.62

2007 ............... 1,395,383 8.61 14,806,957 16,202,340 6.50 1,402,959 9.06 14,077,027 15,479,986 13.91

2008 ............... 1,396,641 8.44 15,158,642 16,555,283 12.41 1,424,091 8.96 14,466,538 15,890,629 18.67

2009 ............... 1,589,918 9.26 15,579,405 17,169,323 16.30 1,605,401 9.72 14,919,456 16,524,857 17.64

2010-I............. 1,664,689 9.59 15,702,925 17,367,609 35.75 1,674,982 10.02 15,044,288 16,719,268 36.21

2010-II ........... 1,735,357 9.90 15,799,971 17,535,327 30.24 1,741,837 10.33 15,120,728 16,862,565 26.69

2010-III.......... 1,704,654 9.67 15,925,014 17,629,669 17.01 1,800,573 10.62 15,161,570 16,962,144 18.55

2010-IV.......... 1,771,266 9.99 15,952,744 17,724,010 17.01 1,776,320 10.41 15,285,403 17,061,723 18.55

2011-I............. 1,761,810 9.84 16,138,131 17,899,941 32.00 1,743,840 10.12 15,482,593 17,226,433 29.50

2011-II ........... 1,818,003 10.06 16,257,869 18,075,872 32.00 1,826,545 10.50 15,564,598 17,391,144 29.50

2011-III .......... 1,819,711 10.01 16,355,123 18,174,834 18.00 1,832,322 10.47 15,673,282 17,505,603 20.50

2011-IV.......... 1,835,144 10.04 16,438,651 18,273,795 18.00 1,850,850 10.50 15,769,213 17,620,063 20.50

2012-I............. 1,836,170 9.94 16,637,079 18,473,249 32.00 1,821,702 10.23 15,985,355 17,807,057 29.50

2012-II ........... 1,788,625 9.58 16,884,077 18,672,703 32.00 1,829,459 10.17 16,164,593 17,994,052 29.50

2012-III.......... 1,725,174 9.18 17,059,721 18,784,895 18.00 1,869,243 10.31 16,254,753 18,123,997 20.50

2012-IV.......... 1,801,266 9.53 17,095,822 18,897,088 18.00 1,844,990 10.11 16,408,952 18,253,942 20.50

2013-I............. 1,815,976 9.50 17,300,700 19,116,676 32.00 1,832,487 9.92 16,630,953 18,463,440 29.50

2013-II ........... 1,787,578 9.24 17,548,685 19,336,264 32.00 1,856,410 9.94 16,816,528 18,672,938 29.50

2013-III.......... 1,806,488 9.28 17,653,293 19,459,782 18.00 1,871,372 9.94 16,947,149 18,818,521 20.50

2013-IV.......... 1,819,368 9.29 17,763,932 19,583,300 18.00 1,893,306 9.98 17,070,798 18,964,104 20.50

2014-I............. 1,834,507 9.26 17,971,105 19,805,612 32.00 1,881,811 9.81 17,296,403 19,178,215 29.50

2014-II ........... 1,831,797 9.15 18,196,128 20,027,925 32.00 1,929,059 9.95 17,463,266 19,392,325 29.50

2014-III.......... 1,767,301 8.77 18,385,675 20,152,975 18.00 1,981,964 10.14 17,559,150 19,541,114 20.50

2014-IV.......... 1,853,130 9.14 18,424,896 20,278,026 18.00 1,956,022 9.93 17,733,881 19,689,903 20.50

2015-I............. 1,869,555 9.12 18,636,781 20,506,336 32.00 1,945,509 9.77 17,973,503 19,919,012 29.50

2015-II ........... 1,862,946 8.98 18,871,700 20,734,646 32.00 1,992,463 9.89 18,155,657 20,148,120 29.50

2015-III.......... 1,888,114 9.05 18,974,956 20,863,070 18.00 2,006,601 9.88 18,300,730 20,307,331 20.50

2015-IV.......... 1,896,262 9.03 19,095,232 20,991,494 18.00 2,030,820 9.92 18,435,722 20,466,542 20.50

2016-I............. 1,914,569 9.02 19,313,768 21,228,337 32.00 2,020,084 9.76 18,685,394 20,705,478 29.50

2016-II ........... 1,917,260 8.93 19,547,919 21,465,180 32.00 2,075,472 9.91 18,868,942 20,944,414 29.50

2016-III.......... 1,845,320 8.54 19,753,084 21,598,404 18.00 2,136,405 10.12 18,974,050 21,110,455 20.50

2016-IV.......... 1,942,297 8.94 19,789,331 21,731,628 18.00 2,108,409 9.91 19,168,086 21,276,495 20.50

2017-I............. 1,963,737 8.94 20,012,185 21,975,922 32.00 2,099,018 9.75 19,424,451 21,523,469 29.50

2017-II ........... 1,946,786 8.76 20,273,430 22,220,216 32.00 2,134,281 9.80 19,636,163 21,770,444 29.50

2017-III.......... 1,975,447 8.84 20,382,185 22,357,632 18.00 2,141,738 9.76 19,800,331 21,942,070 20.50

2017-IV.......... 1,978,009 8.79 20,517,038 22,495,047 18.00 2,168,139 9.80 19,945,557 22,113,696 20.50

2018-I............. 2,004,254 8.81 20,743,979 22,748,233 32.00 2,164,974 9.68 20,202,368 22,367,342 29.50

2018-II ........... 1,983,710 8.62 21,017,710 23,001,419 32.00 2,182,573 9.65 20,438,415 22,620,987 29.50

2018-III.......... 1,900,344 8.21 21,243,493 23,143,837 18.00 2,243,883 9.84 20,553,367 22,797,250 20.50

2018-IV.......... 2,010,311 8.63 21,275,943 23,286,254 18.00 2,212,352 9.63 20,761,160 22,973,512 20.50

2019-I............. 2,041,582 8.67 21,505,021 23,546,602 32.00 2,219,323 9.55 21,014,905 23,234,229 29.50

2019-II ........... 2,005,244 8.42 21,801,707 23,806,951 32.00 2,209,056 9.40 21,285,890 23,494,945 29.50

2019-III.......... 2,040,690 8.52 21,912,707 23,953,397 18.00 2,208,652 9.33 21,467,469 23,676,121 20.50

2019-IV.......... 2,035,735 8.45 22,064,108 24,099,843 18.00 2,236,487 9.37 21,620,810 23,857,297 20.50
OASI Numbers

115

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 March, June, and September computed by age group; total computed by applying factor for portion of calendar year change occurring

in each quarter 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 quarter projected by regression on ratio at end of calendar year.

• Historical quarterly portions 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 quarter or from end of quarter to end of calendar year, by total change in calendar year. Future quarterly portions 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 2010 Trustees Report intermediate set of assumptions.

Table III.B23.—Retired Workers With Benefits In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

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

3 months

Number

in currentpayment

status

Percent

of female

retired

workers

Number

in currentpayment

status

Percent of

calendar

year change

occurring

in previous

3 months

1980................ 998,343 9.54 9,464,494 10,462,837 33.00 1,024,463 11.26 8,077,105 9,101,568 32.48

1985................ 1,288,874 10.90 10,530,983 11,819,857 22.93 1,171,571 11.04 9,443,863 10,615,434 26.55

1990................ 1,336,044 10.29 11,650,716 12,986,760 17.50 1,166,811 9.84 10,687,470 11,854,281 20.43

1995................ 1,315,559 9.45 12,602,816 13,918,375 6.00 1,124,213 8.81 11,635,925 12,760,138 16.88

2000................ 1,329,101 9.00 13,442,260 14,771,361 7.41 1,217,386 8.86 12,516,459 13,733,845 12.44

2005................ 1,426,219 9.11 14,224,392 15,650,611 16.45 1,390,700 9.39 13,419,525 14,810,225 20.64

2006............... 1,424,421 8.98 14,444,761 15,869,182 15.39 1,415,913 9.37 13,691,048 15,106,961 19.97

2007............... 1,364,105 8.47 14,747,448 16,111,553 8.66 1,380,309 8.95 14,035,866 15,416,175 15.61

2008............... 1,366,244 8.30 15,089,578 16,455,822 13.16 1,401,596 8.86 14,416,233 15,817,829 19.56

2009................ 1,555,422 9.11 15,512,005 17,067,427 14.79 1,578,510 9.60 14,868,070 16,446,580 16.25

2010-I............. 1,618,715 9.38 15,637,110 17,255,825 34.07 1,632,589 9.82 14,995,158 16,627,748 33.80

2010-II........... 1,697,880 9.74 15,729,501 17,427,381 31.03 1,713,834 10.22 15,062,416 16,776,250 27.70

2010-III ......... 1,707,953 9.75 15,815,929 17,523,882 17.45 1,732,319 10.26 15,147,128 16,879,446 19.25

2010-IV ......... 1,736,042 9.85 15,884,340 17,620,382 17.45 1,749,279 10.30 15,233,364 16,982,643 19.25

2011-I ............. 1,724,529 9.69 16,070,264 17,794,793 32.00 1,715,285 10.00 15,431,019 17,146,304 29.50

2011-II........... 1,784,184 9.93 16,185,020 17,969,204 32.00 1,799,260 10.39 15,510,706 17,309,966 29.50

2011-III ......... 1,783,258 9.87 16,284,052 18,067,310 18.00 1,806,468 10.37 15,617,228 17,423,696 20.50

2011-IV ......... 1,799,245 9.90 16,366,171 18,165,416 18.00 1,823,475 10.40 15,713,952 17,537,427 20.50

2012-I............. 1,798,729 9.80 16,564,709 18,363,438 32.00 1,793,252 10.12 15,929,851 17,723,103 29.50

2012-II........... 1,754,040 9.45 16,807,421 18,561,461 32.00 1,801,869 10.06 16,106,909 17,908,779 29.50

2012-III ......... 1,734,581 9.29 16,938,267 18,672,848 18.00 1,795,658 9.95 16,242,150 18,037,808 20.50

2012-IV ......... 1,766,112 9.40 17,018,124 18,784,236 18.00 1,817,306 10.00 16,349,531 18,166,837 20.50

2013-I............ 1,778,451 9.36 17,224,248 19,002,699 32.00 1,803,188 9.81 16,572,012 18,375,200 29.50

2013-II........... 1,753,845 9.12 17,467,317 19,221,163 32.00 1,827,641 9.83 16,755,922 18,583,563 29.50

2013-III ......... 1,765,186 9.13 17,578,862 19,344,048 18.00 1,845,189 9.85 16,883,168 18,728,357 20.50

2013-IV ......... 1,782,992 9.16 17,683,942 19,466,934 18.00 1,863,933 9.88 17,009,219 18,873,152 20.50

2014-I............ 1,795,319 9.12 17,892,861 19,688,180 32.00 1,850,832 9.70 17,235,382 19,086,213 29.50

2014-II........... 1,794,812 9.01 18,114,614 19,909,426 32.00 1,898,343 9.84 17,400,932 19,299,275 29.50

2014-III ......... 1,782,825 8.90 18,251,052 20,033,877 18.00 1,901,498 9.78 17,545,836 19,447,334 20.50

2014-IV ......... 1,815,710 9.01 18,342,618 20,158,328 18.00 1,925,197 9.82 17,670,197 19,595,394 20.50

2015-I............ 1,828,891 8.97 18,556,623 20,385,514 32.00 1,913,015 9.65 17,910,343 19,823,358 29.50

2015-II........... 1,827,289 8.86 18,785,410 20,612,699 32.00 1,960,695 9.78 18,090,627 20,051,322 29.50

2015-III ......... 1,838,909 8.87 18,901,582 20,740,491 18.00 1,978,370 9.79 18,231,368 20,209,738 20.50

2015-IV ......... 1,857,801 8.90 19,010,482 20,868,283 18.00 1,998,490 9.81 18,369,664 20,368,154 20.50

2016-I............. 1,872,508 8.87 19,231,369 21,103,877 32.00 1,986,058 9.64 18,619,797 20,605,855 29.50

2016-II........... 1,878,347 8.80 19,461,124 21,339,471 32.00 2,041,782 9.80 18,801,774 20,843,556 29.50

2016-III ......... 1,868,439 8.70 19,603,554 21,471,993 18.00 2,048,341 9.75 18,960,397 21,008,738 20.50

2016-IV ......... 1,902,697 8.81 19,701,818 21,604,515 18.00 2,074,473 9.80 19,099,447 21,173,920 20.50

2017-I............. 1,920,199 8.79 19,927,403 21,847,602 32.00 2,063,314 9.63 19,356,420 21,419,733 29.50

2017-II........... 1,909,411 8.64 20,181,279 22,090,690 32.00 2,099,593 9.69 19,565,954 21,665,547 29.50

2017-III ......... 1,916,855 8.62 20,310,572 22,227,426 18.00 2,111,116 9.67 19,725,250 21,836,366 20.50

2017-IV ......... 1,937,589 8.66 20,426,574 22,364,163 18.00 2,133,001 9.69 19,874,185 22,007,186 20.50

2018-I............. 1,959,418 8.66 20,656,699 22,616,117 32.00 2,127,746 9.56 20,131,975 22,259,721 29.50

2018-II........... 1,943,783 8.50 20,924,288 22,868,071 32.00 2,146,814 9.54 20,365,443 22,512,257 29.50

2018-III ......... 1,933,390 8.40 21,076,405 23,009,796 18.00 2,148,483 9.47 20,539,265 22,687,747 20.50

2018-IV ......... 1,969,129 8.51 21,182,391 23,151,520 18.00 2,176,335 9.52 20,686,903 22,863,238 20.50

2019-I............. 1,995,449 8.52 21,415,216 23,410,665 32.00 2,180,701 9.43 20,942,220 23,122,921 29.50

2019-II........... 1,966,784 8.31 21,703,026 23,669,811 32.00 2,172,915 9.29 21,209,689 23,382,605 29.50

2019-III ......... 1,971,554 8.28 21,844,026 23,815,580 18.00 2,177,120 9.24 21,385,943 23,563,063 20.50

2019-IV ......... 1,993,964 8.32 21,967,385 23,961,349 18.00 2,199,959 9.27 21,543,562 23,743,521 20.50
Benefit Payments

116

Sources: 

• Historical in force figures from SSA administrative records.

• Future in force 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. Non-orphan population previously shown in table III.A21.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B24.—Minor Children of Retired Workers With Benefits In Force 

(By age, as of December 31, 1980-2019)

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

1980 ............... 11,275 38,620 126,669 189,452 366,016 0.065 0.233 0.712 1.633 0.581

1981 ............... 10,994 36,999 120,792 181,937 350,722 .062 .227 .677 1.618 .558

1982 ............... 10,779 35,580 115,574 175,426 337,359 .059 .218 .653 1.609 .537

1983 ............... 10,846 35,567 111,501 168,362 326,276 .059 .215 .641 1.567 .519

1984 ............... 10,732 35,237 105,849 160,321 312,139 .058 .209 .623 1.484 .495

1985 ............... 10,953 35,636 100,353 154,275 301,217 .058 .206 .607 1.411 .475

1986 ............... 11,107 36,126 96,294 150,558 294,085 .059 .204 .595 1.360 .462

1987 ............... 11,088 36,337 93,538 142,723 283,686 .058 .200 .578 1.310 .444

1988 ............... 11,346 36,372 91,968 132,381 272,067 .059 .197 .561 1.260 .423

1989 ............... 11,189 36,652 91,071 123,281 262,193 .057 .197 .544 1.213 .405

1990 ............... 11,463 37,211 92,014 118,596 259,284 .057 .198 .533 1.168 .394

1991 ............... 11,873 38,307 93,001 114,695 257,876 .058 .202 .524 1.133 .386

1992 ............... 12,302 39,068 95,044 114,590 261,004 .060 .204 .522 1.106 .385

1993 ............... 12,439 40,225 96,013 114,168 262,845 .060 .208 .519 1.080 .382

1994 ............... 12,198 40,860 96,744 114,752 264,554 .059 .207 .519 1.049 .381

1995 ............... 11,836 41,621 96,863 115,472 265,792 .058 .207 .516 1.025 .379

1996 ............... 11,547 42,080 97,722 114,872 266,221 .057 .206 .517 .996 .377

1997 ............... 10,955 42,173 98,117 113,132 264,377 .054 .204 .516 .968 .372

1998 ............... 10,656 41,921 98,753 112,165 263,495 .053 .201 .513 .958 .369

1999 ............... 10,407 41,871 100,843 113,302 266,423 .051 .202 .514 .968 .371

2000 ............... 10,962 42,665 107,483 118,407 279,517 .054 .207 .538 1.008 .387

2001 ............... 10,977 42,779 110,724 119,994 284,474 .054 .210 .545 1.026 .392

2002 ............... 10,988 42,970 114,841 122,287 291,086 .054 .212 .558 1.049 .400

2003 ............... 10,936 42,887 115,389 126,249 295,461 .053 .212 .559 1.069 .405

2004 ............... 10,784 42,523 115,831 128,088 297,226 .052 .210 .563 1.079 .406

2005 ............... 10,824 42,979 115,366 134,258 303,427 .052 .211 .565 1.108 .412

2006 ............... 10,863 43,293 114,576 136,343 305,075 .052 .212 .565 1.107 .413

2007 ............... 11,091 43,512 113,699 137,272 305,574 .052 .213 .564 1.112 .412

2008 ............... 11,729 44,941 115,736 138,770 311,176 .055 .219 .575 1.130 .419

2009 ............... 12,728 47,827 121,579 145,294 327,428 .059 .231 .602 1.192 .440

2010 ............... 13,280 49,740 125,928 147,898 336,846 .062 .239 .620 1.224 .451

2011 ............... 13,819 52,106 130,838 151,787 348,549 .064 .248 .642 1.264 .464

2012 ............... 14,289 55,032 136,088 156,812 362,220 .066 .258 .665 1.308 .480

2013 ............... 14,959 57,798 142,185 162,908 377,851 .069 .269 .692 1.356 .498

2014 ............... 15,698 60,686 148,431 169,985 394,800 .071 .281 .718 1.404 .517

2015 ............... 16,205 62,994 153,696 176,344 409,239 .073 .290 .740 1.445 .533

2016 ............... 16,536 64,611 159,061 181,551 421,759 .074 .297 .757 1.482 .545

2017 ............... 16,746 65,562 164,526 185,264 432,099 .075 .301 .772 1.512 .555

2018 ............... 16,882 66,848 168,508 188,501 440,738 .075 .304 .786 1.535 .563

2019 ............... 16,985 67,911 171,949 192,375 449,220 .075 .307 .797 1.553 .570
OASI Numbers

117

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 2010 Trustees Report intermediate set of assumptions.

Table III.B25.—Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population

(By age, calendar years 1980-2019)

Year 0-4 5-9 10-14 15-17 Total

1980..................................... 0.036 0.069 0.191 0.427 0.166

1981..................................... .026 .045 .140 .353 .126

1982..................................... .027 .046 .135 .342 .121

1983..................................... .027 .046 .135 .337 .118

1984..................................... .026 .044 .128 .311 .111

1985..................................... .028 .046 .127 .302 .110

1986..................................... .027 .045 .122 .288 .105

1987..................................... .026 .043 .116 .267 .097

1988..................................... .027 .043 .114 .257 .094

1989..................................... .026 .042 .106 .241 .087

1990..................................... .027 .046 .110 .237 .088

1991..................................... .028 .047 .108 .233 .088

1992..................................... .029 .047 .109 .229 .088

1993..................................... .028 .046 .106 .215 .085

1994..................................... .027 .045 .101 .202 .081

1995..................................... .026 .045 .100 .195 .080

1996..................................... .026 .044 .098 .182 .078

1997..................................... .024 .043 .096 .173 .075

1998..................................... .024 .043 .094 .171 .074

1999..................................... .024 .045 .100 .180 .078

2000..................................... .028 .052 .120 .217 .093

2001..................................... .026 .050 .110 .200 .087

2002..................................... .027 .051 .115 .209 .091

2003..................................... .026 .048 .109 .200 .086

2004..................................... .025 .047 .110 .209 .088

2005..................................... .026 .049 .114 .217 .092

2006..................................... .026 .047 .107 .197 .086

2007..................................... .026 .047 .106 .201 .086

2008..................................... .029 .053 .119 .225 .096

2009..................................... .032 .061 .138 .263 .111

2010..................................... .031 .059 .132 .251 .106

2011..................................... .033 .061 .138 .263 .111

2012..................................... .034 .064 .144 .274 .115

2013..................................... .036 .067 .151 .285 .120

2014..................................... .037 .070 .156 .297 .125

2015..................................... .037 .070 .156 .297 .125

2016..................................... .037 .070 .156 .297 .125

2017..................................... .037 .069 .156 .297 .124

2018..................................... .037 .069 .156 .297 .124

2019..................................... .037 .069 .157 .297 .124
Benefit Payments

118

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to non-orphan population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B26.—Awards to Minor Children of Retired Workers

(By age, calendar years 1980-2019)

Year 0-4 5-9 10-14 15-17 Total

1980 ..................................... 4,917 11,410 33,766 61,517 111,610

1981 ..................................... 3,628 7,340 24,848 48,977 84,793

1982 ..................................... 3,827 7,505 23,763 46,407 81,502

1983 ..................................... 3,906 7,549 23,365 45,297 80,117

1984 ..................................... 3,881 7,415 21,579 41,453 74,328

1985 ..................................... 4,188 7,948 20,969 41,130 74,235

1986 ..................................... 4,037 8,021 19,731 39,114 70,903

1987 ..................................... 3,984 7,859 18,727 35,575 66,145

1988 ..................................... 4,143 7,988 18,546 33,056 63,733

1989 ..................................... 4,013 7,811 17,746 29,634 59,204

1990 ..................................... 4,333 8,622 18,848 28,744 60,547

1991 ..................................... 4,581 8,838 19,144 28,084 60,647

1992 ..................................... 4,777 8,885 19,727 27,871 61,260

1993 ..................................... 4,621 8,910 19,523 26,435 59,489

1994 ..................................... 4,493 8,838 18,818 25,411 57,560

1995 ..................................... 4,245 8,960 18,697 25,189 57,091

1996 ..................................... 4,212 9,063 18,403 24,354 56,032

1997 ..................................... 3,879 8,920 18,268 23,690 54,757

1998 ..................................... 3,882 8,884 18,084 23,300 54,150

1999 ..................................... 3,820 9,334 19,462 24,352 56,968

2000 ..................................... 4,513 10,687 23,813 29,282 68,295

2001 ..................................... 4,164 10,121 22,300 27,164 63,749

2002 ..................................... 4,358 10,314 23,495 28,825 66,992

2003 ..................................... 4,186 9,578 22,361 27,668 63,793

2004 ..................................... 4,030 9,515 22,580 29,365 65,490

2005 ..................................... 4,249 9,913 23,124 31,722 69,008

2006 ..................................... 4,245 9,568 21,554 29,272 64,639

2007 ..................................... 4,346 9,692 21,379 29,845 65,262

2008 ..................................... 4,954 10,945 23,937 33,216 73,052

2009 ..................................... 5,433 12,543 27,654 38,515 84,145

2010 ..................................... 5,401 12,170 26,693 36,571 80,835

2011 ..................................... 5,663 12,859 28,050 38,047 84,620

2012 ..................................... 5,901 13,610 29,402 39,631 88,544

2013 ..................................... 6,197 14,292 30,791 41,383 92,662

2014 ..................................... 6,496 14,977 32,153 43,333 96,959

2015 ..................................... 6,543 15,082 32,273 43,651 97,549

2016 ..................................... 6,589 15,124 32,596 43,845 98,153

2017 ..................................... 6,633 15,104 33,042 43,893 98,671

2018 ..................................... 6,674 15,222 33,309 43,977 99,183

2019 ..................................... 6,714 15,337 33,561 44,322 99,934
OASI Numbers

119

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.B27.—Minor Children of Retired Workers With Benefits Withheld

(By age, as of December 31, 1980-2019)

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

1980............... 102 496 2,292 8,329 11,219 .905 1.284 1.809 4.396 3.065

1981............... 86 435 2,052 7,793 10,366 .782 1.176 1.699 4.283 2.956

1982............... 251 956 3,710 10,080 14,997 2.329 2.687 3.210 5.746 4.445

1983............... 303 1,131 4,124 10,500 16,058 2.794 3.180 3.699 6.237 4.922

1984............... 334 1,225 4,233 11,081 16,873 3.112 3.476 3.999 6.912 5.406

1985............... 398 1,413 4,427 10,664 16,902 3.634 3.965 4.411 6.912 5.611

1986............... 475 1,649 4,880 12,124 19,128 4.277 4.565 5.068 8.053 6.504

1987............... 581 2,011 5,588 13,836 22,016 5.240 5.534 5.974 9.694 7.761

1988............... 643 2,074 5,874 14,261 22,852 5.667 5.702 6.387 10.773 8.399

1989............... 717 2,191 5,965 14,315 23,188 6.408 5.978 6.550 11.612 8.844

1990............... 658 2,278 6,081 14,297 23,314 5.740 6.122 6.609 12.055 8.992

1991............... 632 2,411 6,288 12,798 22,129 5.323 6.294 6.761 11.158 8.581

1992............... 639 2,494 6,433 13,006 22,572 5.194 6.384 6.768 11.350 8.648

1993............... 648 2,780 6,760 13,065 23,253 5.209 6.911 7.041 11.444 8.847

1994............... 630 2,820 6,791 13,213 23,454 5.165 6.902 7.020 11.514 8.865

1995............... 633 2,873 7,007 13,558 24,071 5.348 6.903 7.234 11.741 9.056

1996............... 609 2,911 7,379 13,427 24,326 5.274 6.918 7.551 11.689 9.138

1997............... 558 2,968 7,494 13,350 24,370 5.094 7.038 7.638 11.800 9.218

1998............... 521 2,956 7,712 13,876 25,065 4.889 7.051 7.809 12.371 9.513

1999............... 509 3,021 7,822 14,200 25,552 4.891 7.215 7.757 12.533 9.591

2000............... 413 2,516 7,180 13,521 23,630 3.768 5.897 6.680 11.419 8.454

2001............... 431 2,521 7,345 11,936 22,233 3.926 5.893 6.634 9.947 7.815

2002............... 452 2,584 7,628 10,292 20,956 4.114 6.013 6.642 8.416 7.199

2003............... 459 2,665 7,810 10,986 21,920 4.197 6.214 6.768 8.702 7.419

2004............... 496 2,698 8,028 9,607 20,829 4.599 6.345 6.931 7.500 7.008

2005............... 543 2,972 8,375 10,092 21,982 5.017 6.915 7.260 7.517 7.245

2006............... 543 3,109 8,639 10,719 23,010 4.999 7.181 7.540 7.862 7.542

2007............... 609 3,231 8,846 11,137 23,823 5.491 7.426 7.780 8.113 7.796

2008............... 675 3,552 9,334 11,773 25,334 5.755 7.904 8.065 8.484 8.141

2009............... 757 3,808 9,942 12,144 26,651 5.948 7.962 8.177 8.358 8.139

2010............... 792 3,959 10,298 12,361 27,410 5.964 7.959 8.177 8.358 8.137

2011............... 824 4,146 10,699 12,684 28,352 5.962 7.957 8.177 8.356 8.134

2012............... 850 4,378 11,128 13,101 29,457 5.950 7.955 8.177 8.354 8.132

2013............... 890 4,599 11,627 13,610 30,726 5.948 7.957 8.177 8.354 8.132

2014............... 934 4,831 12,138 14,200 32,102 5.949 7.960 8.177 8.353 8.131

2015............... 965 5,016 12,568 14,729 33,279 5.957 7.963 8.177 8.353 8.132

2016............... 986 5,145 13,007 15,168 34,306 5.964 7.962 8.177 8.355 8.134

2017............... 1,000 5,219 13,453 15,480 35,152 5.969 7.960 8.177 8.356 8.135

2018............... 1,008 5,321 13,779 15,745 35,853 5.970 7.960 8.177 8.353 8.135

2019............... 1,014 5,407 14,061 16,067 36,549 5.971 7.961 8.177 8.352 8.136
Benefit Payments

120

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B28.—Minor Children of Retired Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2019)

Year 0-4 5-9 10-14 15-17 Total

1980 ..................................... 11,173 38,124 124,377 181,123 354,797

1981 ..................................... 10,908 36,564 118,740 174,144 340,356

1982 ..................................... 10,528 34,624 111,864 165,346 322,362

1983 ..................................... 10,543 34,436 107,377 157,862 310,218

1984 ..................................... 10,398 34,012 101,616 149,240 295,266

1985 ..................................... 10,555 34,223 95,926 143,611 284,315

1986 ..................................... 10,632 34,477 91,414 138,434 274,957

1987 ..................................... 10,507 34,326 87,950 128,887 261,670

1988 ..................................... 10,703 34,298 86,094 118,120 249,215

1989 ..................................... 10,472 34,461 85,106 108,966 239,005

1990 ..................................... 10,805 34,933 85,933 104,299 235,970

1991 ..................................... 11,241 35,896 86,713 101,897 235,747

1992 ..................................... 11,663 36,574 88,611 101,584 238,432

1993 ..................................... 11,791 37,445 89,253 101,103 239,592

1994 ..................................... 11,568 38,040 89,953 101,539 241,100

1995 ..................................... 11,203 38,748 89,856 101,914 241,721

1996 ..................................... 10,938 39,169 90,343 101,445 241,895

1997 ..................................... 10,397 39,205 90,623 99,782 240,007

1998 ..................................... 10,135 38,965 91,041 98,289 238,430

1999 ..................................... 9,898 38,850 93,021 99,102 240,871

2000 ..................................... 10,549 40,149 100,303 104,886 255,887

2001 ..................................... 10,546 40,258 103,379 108,058 262,241

2002 ..................................... 10,536 40,386 107,213 111,995 270,130

2003 ..................................... 10,477 40,222 107,579 115,263 273,541

2004 ..................................... 10,288 39,825 107,803 118,481 276,397

2005 ..................................... 10,281 40,007 106,991 124,166 281,445

2006 ..................................... 10,320 40,184 105,937 125,624 282,065

2007 ..................................... 10,482 40,281 104,853 126,135 281,751

2008 ..................................... 11,054 41,389 106,402 126,997 285,842

2009 ..................................... 11,971 44,019 111,637 133,150 300,777

2010 ..................................... 12,488 45,782 115,630 135,537 309,436

2011 ..................................... 12,995 47,960 120,139 139,103 320,197

2012 ..................................... 13,438 50,654 124,960 143,711 332,763

2013 ..................................... 14,070 53,199 130,558 149,299 347,125

2014 ..................................... 14,764 55,855 136,294 155,785 362,698

2015 ..................................... 15,240 57,978 141,128 161,614 375,960

2016 ..................................... 15,549 59,467 146,054 166,383 387,453

2017 ..................................... 15,747 60,344 151,073 169,783 396,947

2018 ..................................... 15,874 61,526 154,729 172,756 404,885

2019 ..................................... 15,971 62,505 157,888 176,308 412,671
OASI Numbers

121

Sources: 

• Historical in force figures from SSA administrative records.

• Future in force 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. Orphan population previously shown in table III.A21.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B29.—Minor Children of Deceased Workers With Benefits In Force

(By age, as of December 31, 1980-2019)

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

1980............... 77,753 296,138 730,459 787,492 1,891,842 51.065 63.330 69.610 69.166 67.405

1981............... 77,594 283,925 703,045 747,739 1,812,303 50.184 63.873 69.265 69.809 67.549

1982............... 77,567 272,177 677,184 712,752 1,739,680 50.154 63.167 69.330 71.279 68.093

1983............... 77,349 267,695 647,613 679,141 1,671,798 50.185 62.995 69.409 71.669 68.236

1984............... 75,073 266,104 613,453 649,929 1,604,559 48.881 62.545 69.151 70.977 67.708

1985............... 73,324 267,673 576,844 636,164 1,554,005 47.448 62.080 68.760 71.180 67.264

1986............... 73,141 269,966 547,593 623,859 1,514,559 46.028 61.187 68.343 71.181 66.806

1987............... 72,291 269,371 532,799 595,715 1,470,176 44.202 59.522 67.803 70.839 65.975

1988............... 72,479 269,275 528,151 555,107 1,425,012 42.646 57.810 67.109 70.100 64.871

1989............... 73,733 268,701 530,159 521,491 1,394,084 41.686 56.322 66.194 69.756 63.902

1990............... 74,257 268,154 535,913 503,937 1,382,261 40.850 54.814 64.921 69.136 62.750

1991............... 75,925 268,765 542,962 493,921 1,381,573 40.784 53.669 63.671 68.248 61.539

1992............... 77,238 269,427 547,828 495,187 1,389,680 40.702 52.636 62.240 67.300 60.456

1993............... 78,117 273,814 553,505 499,697 1,405,133 40.201 51.962 60.950 66.256 59.393

1994............... 78,132 279,632 555,604 512,647 1,426,015 39.752 51.358 59.794 65.404 58.570

1995............... 75,883 283,554 557,353 521,363 1,438,153 38.675 50.606 58.633 64.162 57.555

1996............... 72,172 285,822 557,968 528,579 1,444,541 38.128 50.299 57.804 63.142 56.906

1997............... 68,358 284,169 555,234 523,056 1,430,817 38.286 50.079 57.162 61.532 56.228

1998............... 64,928 279,575 556,017 522,086 1,422,606 38.510 49.813 56.748 61.047 55.990

1999............... 62,714 271,175 560,112 519,665 1,413,666 38.835 49.398 56.387 60.430 55.692

2000............... 62,489 261,307 563,303 520,512 1,407,611 39.716 49.096 56.029 59.964 55.499

2001............... 63,436 252,444 567,729 517,355 1,400,964 40.214 48.807 55.891 59.387 55.073

2002............... 64,521 245,853 570,273 516,804 1,397,451 40.646 48.750 55.818 59.106 54.771

2003............... 63,725 241,131 566,295 521,788 1,392,939 39.812 48.744 55.518 58.819 54.579

2004............... 63,315 238,561 555,008 522,740 1,379,624 39.630 48.953 55.115 58.532 54.197

2005............... 62,973 237,939 539,912 535,099 1,375,923 39.310 49.062 54.532 58.979 54.117

2006............... 62,970 238,930 524,493 539,410 1,365,803 38.863 49.231 53.959 58.895 53.873

2007............... 64,081 239,118 511,132 533,500 1,347,831 39.403 49.253 53.450 58.446 53.545

2008............... 64,525 238,346 502,477 520,560 1,325,908 39.680 49.000 53.178 57.715 53.124

2009............... 64,380 237,195 498,407 504,756 1,304,738 39.738 48.680 53.183 56.770 52.705

2010............... 64,084 236,627 497,517 492,038 1,290,266 39.791 48.559 53.258 56.204 52.493

2011............... 63,274 237,292 497,480 481,934 1,279,980 39.695 48.500 53.277 55.864 52.348

2012............... 62,300 238,570 497,123 475,932 1,273,925 39.597 48.523 53.240 55.747 52.286

2013............... 62,268 238,194 496,983 473,802 1,271,246 39.559 48.546 53.132 55.816 52.265

2014............... 62,365 237,172 497,436 474,138 1,271,111 39.546 48.524 53.075 55.847 52.251

2015............... 62,423 236,073 497,331 475,375 1,271,202 39.533 48.490 53.042 55.865 52.242

2016............... 62,530 234,275 499,241 475,086 1,271,132 39.529 48.422 53.025 55.835 52.216

2017............... 62,594 232,065 501,920 474,364 1,270,942 39.520 48.369 53.018 55.805 52.197

2018............... 62,625 232,390 500,849 473,828 1,269,693 39.502 48.344 53.016 55.777 52.177

2019............... 62,657 232,925 498,919 475,885 1,270,385 39.486 48.327 52.999 55.768 52.164
Benefit Payments

122

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 2010 Trustees Report intermediate set of assumptions.

Table III.B30.—Awardsa to Minor Children of Deceased Workers as a Percentage of the Orphan Population

(By age, calendar years 1980-2019)

Year 0-4 5-9 10-14 15-17 Total

1980 ..................................... 41.971 26.166 24.217 22.674 25.336

1981 ..................................... 39.637 24.940 22.953 22.497 24.501

1982 ..................................... 38.633 25.965 23.154 22.572 24.829

1983 ..................................... 38.378 24.647 22.753 22.149 24.325

1984 ..................................... 36.947 24.669 22.641 22.233 24.236

1985 ..................................... 36.581 25.197 23.216 23.017 24.850

1986 ..................................... 35.916 24.668 22.659 22.664 24.439

1987 ..................................... 32.916 23.282 22.290 22.295 23.639

1988 ..................................... 31.778 22.225 22.341 22.064 23.257

1989 ..................................... 30.417 21.155 21.307 21.749 22.420

1990 ..................................... 29.701 20.201 20.716 21.528 21.820

1991 ..................................... 29.694 19.576 19.869 21.122 21.221

1992 ..................................... 28.974 18.646 18.913 20.299 20.300

1993 ..................................... 28.771 18.500 18.433 19.807 19.911

1994 ..................................... 28.197 18.239 17.584 19.093 19.252

1995 ..................................... 26.311 17.486 16.595 18.034 18.181

1996 ..................................... 24.832 16.544 15.651 16.868 17.087

1997 ..................................... 24.789 15.683 14.555 15.675 16.069

1998 ..................................... 25.369 15.510 14.299 14.773 15.654

1999 ..................................... 26.254 15.497 14.261 14.776 15.649

2000 ..................................... 28.022 15.759 14.256 14.649 15.760

2001 ..................................... 29.153 16.156 14.640 14.587 16.041

2002 ..................................... 29.474 16.525 14.960 14.562 16.249

2003 ..................................... 27.706 16.248 14.483 14.214 15.758

2004 ..................................... 27.488 16.516 14.364 14.811 15.942

2005 ..................................... 27.524 16.600 14.425 14.703 15.951

2006 ..................................... 27.218 16.553 13.812 14.160 15.517

2007 ..................................... 27.567 16.382 13.388 13.788 15.236

2008 ..................................... 27.402 16.211 13.476 13.732 15.200

2009 ..................................... 27.055 15.744 13.409 13.057 14.822

2010 ..................................... 27.212 16.006 13.435 13.404 15.011

2011 ..................................... 27.245 16.003 13.436 13.405 15.010

2012 ..................................... 27.349 16.002 13.436 13.405 15.010

2013 ..................................... 27.347 15.991 13.437 13.405 15.010

2014 ..................................... 27.345 15.985 13.438 13.404 15.008

2015 ..................................... 27.339 15.984 13.438 13.404 15.007

2016 ..................................... 27.325 15.987 13.438 13.405 15.004

2017 ..................................... 27.314 15.999 13.438 13.405 15.002

2018 ..................................... 27.315 15.999 13.433 13.404 15.003

2019 ..................................... 27.308 15.999 13.430 13.404 15.002

a Includes conversions from minor child of a retired worker due to the death of a retired worker.
OASI Numbers

123

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to non-orphan population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B31.—Awardsa to Minor Children of Deceased Workers

(By age, calendar years 1980-2019)

Year 0-4 5-9 10-14 15-17 Total

1980..................................... 30,553 48,768 83,661 98,880 261,862

1981..................................... 29,252 44,511 77,181 92,191 243,135

1982..................................... 29,030 44,457 75,710 84,941 234,138

1983..................................... 28,902 41,948 70,559 79,122 220,531

1984..................................... 27,704 42,315 66,938 75,814 212,771

1985..................................... 28,133 44,418 66,092 75,921 214,564

1986..................................... 28,667 45,048 62,022 72,479 208,216

1987..................................... 27,533 44,865 60,338 68,572 201,308

1988..................................... 28,261 45,508 61,774 66,539 202,082

1989..................................... 28,605 45,920 61,497 61,838 197,860

1990..................................... 29,208 46,281 63,286 59,316 198,091

1991..................................... 30,059 47,004 64,652 59,546 201,261

1992..................................... 29,917 46,566 65,773 59,828 202,084

1993..................................... 30,560 48,121 68,227 61,725 208,633

1994..................................... 30,508 49,592 68,301 63,208 211,609

1995..................................... 28,639 49,478 67,501 63,976 209,594

1996..................................... 26,658 47,882 66,028 63,185 203,753

1997..................................... 25,338 45,560 62,616 60,764 194,278

1998..................................... 24,322 44,799 62,678 59,583 191,382

1999..................................... 23,789 44,043 63,831 59,808 191,471

2000..................................... 24,479 43,781 65,083 60,071 193,414

2001..................................... 25,187 43,679 67,733 60,707 197,306

2002..................................... 25,528 43,596 69,866 62,557 201,547

2003..................................... 24,226 41,874 67,727 62,559 196,386

2004..................................... 24,224 41,893 66,879 65,484 198,480

2005..................................... 24,310 41,677 66,745 66,402 199,134

2006..................................... 24,434 41,520 63,342 64,210 193,506

2007..................................... 24,975 41,138 60,833 62,896 189,842

2008..................................... 24,683 40,899 60,840 63,182 189,604

2009..................................... 24,194 39,922 60,049 60,234 184,399

2010..................................... 24,138 40,787 59,811 61,860 186,596

2011..................................... 23,931 40,996 59,757 61,495 186,178

2012..................................... 23,709 41,166 59,813 61,040 185,727

2013..................................... 23,736 41,021 60,071 60,618 185,446

2014..................................... 23,776 40,864 60,281 60,582 185,503

2015..................................... 23,808 40,719 60,359 60,684 185,571

2016..................................... 23,843 40,523 60,632 60,737 185,735

2017..................................... 23,867 40,249 60,976 60,739 185,831

2018..................................... 23,890 40,346 60,828 60,739 185,803

2019..................................... 23,915 40,462 60,620 61,001 185,999

a Includes conversions from minor child of a retired worker due to the death of a retired worker.
Benefit Payments

124

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.B32.—Minor Children of Deceased Workers With Benefits Withheld

(By age, as of December 31, 1980-2019)

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

1980 ............... 207 856 2,815 4,526 8,404 0.266 0.289 0.385 0.575 0.444

1981 ............... 475 1,825 5,500 8,409 16,209 .612 .643 .782 1.125 .894

1982 ............... 523 1,965 6,535 13,663 22,686 .674 .722 .965 1.917 1.304

1983 ............... 598 2,211 7,175 16,076 26,060 .773 .826 1.108 2.367 1.559

1984 ............... 646 2,438 7,547 18,225 28,856 .860 .916 1.230 2.804 1.798

1985 ............... 662 2,818 7,993 17,329 28,802 .903 1.053 1.386 2.724 1.853

1986 ............... 845 3,631 9,498 21,816 35,790 1.155 1.345 1.734 3.497 2.363

1987 ............... 937 4,106 10,173 25,247 40,463 1.296 1.524 1.909 4.238 2.752

1988 ............... 960 4,452 10,871 26,806 43,089 1.325 1.653 2.058 4.829 3.024

1989 ............... 1,074 4,890 12,025 28,485 46,474 1.457 1.820 2.268 5.462 3.334

1990 ............... 1,000 5,170 12,631 29,645 48,446 1.347 1.928 2.357 5.883 3.505

1991 ............... 1,106 5,199 12,923 26,412 45,640 1.457 1.934 2.380 5.347 3.303

1992 ............... 1,201 5,494 13,871 27,717 48,283 1.555 2.039 2.532 5.597 3.474

1993 ............... 1,260 5,702 14,411 27,291 48,664 1.613 2.082 2.604 5.462 3.463

1994 ............... 1,233 5,909 14,529 28,764 50,435 1.578 2.113 2.615 5.611 3.537

1995 ............... 1,150 6,005 14,978 29,893 52,026 1.515 2.118 2.687 5.734 3.618

1996 ............... 1,072 6,161 15,369 30,841 53,443 1.485 2.156 2.754 5.835 3.700

1997 ............... 1,001 6,163 15,492 31,970 54,626 1.464 2.169 2.790 6.112 3.818

1998 ............... 940 6,032 15,687 36,496 59,155 1.448 2.158 2.821 6.990 4.158

1999 ............... 927 5,802 15,982 37,026 59,737 1.478 2.140 2.853 7.125 4.226

2000 ............... 986 5,657 16,068 38,805 61,516 1.578 2.165 2.852 7.455 4.370

2001 ............... 993 5,425 16,355 32,729 55,502 1.565 2.149 2.881 6.326 3.962

2002 ............... 985 5,261 16,604 24,308 47,158 1.527 2.140 2.912 4.704 3.375

2003 ............... 1,007 5,137 16,419 25,592 48,155 1.580 2.130 2.899 4.905 3.457

2004 ............... 1,063 5,225 16,398 21,298 43,984 1.679 2.190 2.955 4.074 3.188

2005 ............... 1,141 5,459 16,360 21,556 44,516 1.812 2.294 3.030 4.028 3.235

2006 ............... 1,149 5,696 16,128 22,133 45,106 1.825 2.384 3.075 4.103 3.303

2007 ............... 1,127 5,791 15,877 22,430 45,225 1.759 2.422 3.106 4.204 3.355

2008 ............... 1,110 5,997 15,978 22,692 45,777 1.720 2.516 3.180 4.359 3.453

2009 ............... 1,183 6,095 16,382 22,334 45,994 1.838 2.570 3.287 4.425 3.525

2010 ............... 1,179 6,078 16,348 21,772 45,377 1.840 2.569 3.286 4.425 3.517

2011 ............... 1,164 6,094 16,349 21,315 44,921 1.839 2.568 3.286 4.423 3.510

2012 ............... 1,143 6,127 16,342 21,035 44,648 1.835 2.568 3.287 4.420 3.505

2013 ............... 1,142 6,121 16,339 20,927 44,529 1.835 2.570 3.288 4.417 3.503

2014 ............... 1,144 6,097 16,350 20,940 44,532 1.835 2.571 3.287 4.416 3.503

2015 ............... 1,145 6,071 16,341 20,992 44,549 1.835 2.572 3.286 4.416 3.505

2016 ............... 1,148 6,023 16,404 20,987 44,562 1.835 2.571 3.286 4.418 3.506

2017 ............... 1,149 5,962 16,493 20,962 44,566 1.835 2.569 3.286 4.419 3.507

2018 ............... 1,149 5,970 16,463 20,923 44,505 1.836 2.569 3.287 4.416 3.505

2019 ............... 1,150 5,984 16,411 21,009 44,554 1.835 2.569 3.289 4.415 3.507
OASI Numbers

125

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B33.—Minor Children of Deceased Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2019)

Year 0-4 5-9 10-14 15-17 Total

1980..................................... 77,546 295,282 727,644 782,966 1,883,438

1981..................................... 77,119 282,100 697,545 739,330 1,796,094

1982..................................... 77,044 270,212 670,649 699,089 1,716,994

1983..................................... 76,751 265,484 640,438 663,065 1,645,738

1984..................................... 74,427 263,666 605,906 631,704 1,575,703

1985..................................... 72,662 264,855 568,851 618,835 1,525,203

1986..................................... 72,296 266,335 538,095 602,043 1,478,769

1987..................................... 71,354 265,265 522,626 570,468 1,429,713

1988..................................... 71,519 264,823 517,280 528,301 1,381,923

1989..................................... 72,659 263,811 518,134 493,006 1,347,610

1990..................................... 73,257 262,984 523,282 474,292 1,333,815

1991..................................... 74,819 263,566 530,039 467,509 1,335,933

1992..................................... 76,037 263,933 533,957 467,470 1,341,397

1993..................................... 76,857 268,112 539,094 472,406 1,356,469

1994..................................... 76,899 273,723 541,075 483,883 1,375,580

1995..................................... 74,733 277,549 542,375 491,470 1,386,127

1996..................................... 71,100 279,661 542,599 497,738 1,391,098

1997..................................... 67,357 278,006 539,742 491,086 1,376,191

1998..................................... 63,988 273,543 540,330 485,590 1,363,451

1999..................................... 61,787 265,373 544,130 482,639 1,353,929

2000..................................... 61,503 255,650 547,235 481,707 1,346,095

2001..................................... 62,443 247,019 551,374 484,626 1,345,462

2002..................................... 63,536 240,592 553,669 492,496 1,350,293

2003..................................... 62,718 235,994 549,876 496,196 1,344,784

2004..................................... 62,252 233,336 538,610 501,442 1,335,640

2005..................................... 61,832 232,480 523,552 513,543 1,331,407

2006..................................... 61,821 233,234 508,365 517,277 1,320,697

2007..................................... 62,954 233,327 495,255 511,070 1,302,606

2008..................................... 63,415 232,349 486,499 497,868 1,280,131

2009..................................... 63,197 231,100 482,025 482,422 1,258,744

2010..................................... 62,905 230,549 481,169 470,266 1,244,889

2011..................................... 62,110 231,199 481,131 460,618 1,235,058

2012..................................... 61,157 232,443 480,781 454,897 1,229,276

2013..................................... 61,125 232,073 480,644 452,875 1,226,717

2014..................................... 61,221 231,075 481,086 453,198 1,226,580

2015..................................... 61,277 230,002 480,989 454,383 1,226,652

2016..................................... 61,383 228,251 482,837 454,099 1,226,570

2017..................................... 61,445 226,103 485,427 453,402 1,226,376

2018..................................... 61,476 226,420 484,387 452,905 1,225,187

2019..................................... 61,507 226,941 482,507 454,876 1,225,831
Benefit Payments

126

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 2010 Trustees Report intermediate set of assumptions.

Table III.B34.—Disabled Children of Retired Workers With Benefits In Force

(By age, as of December 31, 1980-2019)

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

1980 ......... 2,917 15,461 22,523 25,818 25,654 20,351 14,261 9,353 5,239 2,330 1,176 145,083

1981 ......... 2,700 14,747 22,919 26,112 27,971 21,725 14,356 9,152 4,866 2,436 1,233 148,217

1982 ......... 2,521 15,484 23,987 26,977 28,069 22,786 14,872 9,291 5,389 2,383 1,203 152,962

1983 ......... 2,810 15,691 24,987 28,826 29,298 24,353 15,614 9,299 5,531 2,504 1,261 160,174

1984 ......... 2,895 16,321 26,062 30,408 30,800 25,378 15,922 9,460 5,517 2,588 1,311 166,662

1985 ......... 2,863 17,019 27,273 32,677 33,288 26,470 16,439 9,596 5,488 2,596 1,376 175,085

1986 ......... 2,867 17,684 28,765 35,069 35,023 28,535 17,511 9,662 5,496 2,557 1,435 184,604

1987 ......... 2,692 17,677 29,791 37,419 37,014 30,619 19,084 10,035 5,456 2,630 1,417 193,834

1988 ......... 2,459 16,969 30,276 39,019 39,816 32,175 20,698 10,521 5,457 2,677 1,445 201,512

1989 ......... 2,205 15,826 30,339 40,404 41,903 34,536 21,820 10,848 5,573 2,691 1,449 207,594

1990 ......... 2,059 14,922 30,082 41,848 44,585 37,494 22,525 11,371 5,669 2,758 1,484 214,797

1991 ......... 2,180 14,078 29,771 43,018 47,277 39,875 24,158 12,214 5,757 2,795 1,557 222,680

1992 ......... 2,374 13,810 29,152 44,129 50,121 42,014 26,465 13,468 5,942 2,839 1,556 231,870

1993 ......... 2,474 13,762 28,179 44,923 52,442 44,926 28,094 14,638 6,323 2,800 1,578 240,139

1994 ......... 2,234 13,478 26,656 45,060 55,049 47,499 30,179 15,449 6,556 2,786 1,609 246,555

1995 ......... 2,063 12,945 25,317 44,595 56,856 50,483 32,638 15,922 6,817 2,885 1,662 252,183

1996 ......... 1,960 12,356 24,036 43,334 57,753 53,197 34,766 17,084 7,342 2,917 1,676 256,421

1997 ......... 1,854 11,672 22,873 41,213 58,266 55,908 36,614 18,681 8,113 3,035 1,686 259,915

1998 ......... 1,783 11,179 21,788 39,198 58,475 58,183 38,947 19,878 8,852 3,134 1,644 263,061

1999 ......... 1,823 10,892 20,708 36,676 58,388 60,627 41,195 21,455 9,385 3,195 1,631 265,975

2000 ......... 2,065 10,567 19,808 35,144 57,784 62,950 43,526 23,202 9,581 3,304 1,646 269,577

2001 ......... 2,182 10,712 18,947 33,699 55,881 64,202 46,040 24,645 10,298 3,597 1,660 271,863

2002 ......... 2,256 11,077 18,382 32,856 53,823 65,808 49,292 26,782 11,894 4,302 1,911 278,383

2003 ......... 2,236 11,456 17,978 31,696 51,040 66,067 51,792 28,769 12,672 4,803 1,979 280,488

2004 ......... 1,950 11,833 18,112 30,477 48,119 66,203 54,231 30,537 13,952 5,150 2,034 282,598

2005 ......... 2,434 12,716 18,220 29,505 46,929 65,517 56,446 32,599 15,181 5,336 2,158 287,041

2006 ......... 2,428 13,302 19,081 28,677 46,209 63,801 57,903 34,457 16,294 5,802 2,373 290,327

2007 ......... 2,485 14,256 20,345 29,146 46,631 62,101 59,400 36,327 17,034 6,487 2,542 296,754

2008 ......... 2,788 15,848 23,791 33,031 51,897 65,991 64,941 39,875 18,771 6,971 2,749 326,653

2009 ......... 3,049 17,556 26,475 36,275 54,310 68,455 69,902 43,915 20,494 7,836 3,019 351,286

2010 ......... 2,828 18,979 28,082 37,419 53,235 68,566 70,118 46,327 21,988 8,387 3,047 358,975

2011 ......... 2,828 20,096 29,916 38,750 52,741 69,178 69,288 48,317 23,516 9,008 3,225 366,862

2012 ......... 2,883 21,134 31,746 40,213 53,223 69,447 68,026 50,016 25,138 9,512 3,565 374,904

2013 ......... 2,897 21,949 33,797 41,733 54,178 69,579 66,787 51,424 26,777 10,154 3,784 383,059

2014 ......... 2,893 22,426 36,019 43,309 55,533 69,139 66,049 52,708 28,360 10,820 4,055 391,312

2015 ......... 2,862 22,488 38,080 45,370 56,680 68,367 66,682 52,851 29,862 11,589 4,257 399,089

2016 ......... 2,841 22,465 39,579 47,763 57,883 68,048 67,576 52,258 31,094 12,390 4,556 406,452

2017 ......... 2,829 22,353 40,737 50,165 59,133 68,709 67,892 51,381 32,140 13,236 4,870 413,445

2018 ......... 2,834 22,183 41,479 52,717 60,566 69,641 67,918 50,550 33,005 14,079 5,187 420,160

2019 ......... 2,822 22,032 41,717 55,381 62,224 70,739 67,396 50,153 33,793 14,889 5,529 426,676
OASI Numbers

127

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 2010 Trustees Report intermediate set of assumptions.

Table III.B35.—Disabled Children of Deceased Workers With Benefits In Force

(By age, as of December 31, 1980-2019)

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

1980.......... 6,646 30,813 34,220 33,365 31,757 28,432 27,543 27,448 23,613 15,695 18,868 278,400

1981.......... 5,710 29,498 35,736 35,198 33,789 30,169 28,382 27,671 25,707 17,832 21,438 291,130

1982.......... 5,848 29,960 36,945 35,623 35,699 31,948 29,343 28,944 25,977 19,237 23,121 302,645

1983.......... 6,337 29,767 38,033 37,048 37,209 33,966 30,700 29,242 27,072 20,885 25,105 315,364

1984.......... 6,485 31,008 38,862 39,006 38,874 36,374 31,824 30,126 27,923 22,709 27,303 330,494

1985.......... 6,680 31,994 39,859 41,296 40,687 38,064 33,042 30,788 29,054 23,613 30,110 345,187

1986.......... 6,667 32,886 41,336 43,311 42,256 40,319 34,955 31,598 29,833 24,283 32,959 360,403

1987.......... 6,299 33,020 41,835 45,298 43,823 42,715 37,103 32,654 30,292 25,477 35,868 374,384

1988.......... 5,885 32,326 42,068 46,906 45,589 44,506 39,408 34,049 30,427 26,535 38,703 386,402

1989.......... 5,490 30,935 43,193 48,471 48,038 46,811 41,909 35,115 31,214 27,062 41,525 399,763

1990.......... 5,460 29,752 43,320 49,848 50,572 48,938 43,776 36,436 31,746 28,056 44,299 412,203

1991.......... 5,510 29,166 42,856 51,299 52,884 50,505 46,368 38,431 32,451 28,616 47,012 425,098

1992.......... 6,169 29,654 42,778 52,055 55,484 52,343 49,110 40,726 33,536 28,836 49,886 440,577

1993.......... 6,544 30,514 42,459 52,792 57,887 54,799 51,199 43,373 34,995 28,923 52,551 456,036

1994.......... 6,427 30,931 41,258 53,956 59,755 57,540 53,775 45,863 35,945 29,692 54,850 469,992

1995.......... 6,278 31,101 40,423 54,019 61,701 60,676 56,456 47,785 37,338 30,154 57,526 483,457

1996.......... 6,039 30,789 39,853 53,336 63,454 63,508 58,363 50,582 39,435 30,735 59,668 495,762

1997.......... 5,597 30,373 39,282 52,265 64,024 66,565 60,516 53,556 41,840 31,647 61,438 507,103

1998.......... 5,385 29,990 39,037 50,820 64,348 69,387 63,460 55,741 44,383 32,940 62,516 518,007

1999.......... 5,585 29,331 38,463 48,720 65,133 71,464 66,503 58,556 46,493 33,847 64,225 528,320

2000.......... 5,865 28,924 37,190 46,961 64,424 73,335 70,007 61,440 48,383 34,957 65,697 537,183

2001.......... 6,145 29,263 36,222 45,962 63,010 75,068 73,228 63,647 51,049 36,812 66,927 547,333

2002.......... 6,299 29,762 35,762 44,697 61,028 74,737 75,649 65,058 53,392 38,700 68,172 553,256

2003.......... 6,360 30,164 35,617 43,854 59,124 74,954 78,350 67,898 55,439 40,865 69,737 562,362

2004.......... 5,683 31,194 35,714 43,088 56,526 75,821 80,672 71,135 58,015 42,760 71,104 571,712

2005.......... 6,973 32,578 36,469 41,921 54,701 74,953 82,977 74,755 60,857 44,322 72,796 583,302

2006.......... 6,591 33,572 37,309 41,385 53,499 73,425 84,683 78,553 62,964 46,695 75,034 593,710

2007.......... 6,806 35,301 39,043 41,603 52,649 71,944 85,958 82,196 65,727 49,413 78,036 608,676

2008.......... 7,169 38,909 44,852 45,848 56,528 75,208 92,449 90,515 73,428 53,848 81,481 660,235

2009.......... 7,597 40,569 47,721 47,865 57,081 74,698 97,439 96,978 79,481 57,910 84,497 691,836

2010.......... 7,169 41,702 49,519 48,681 54,997 72,128 95,477 100,054 83,570 61,282 87,546 702,126

2011.......... 7,173 42,823 51,261 49,624 53,420 70,064 92,620 102,078 87,499 64,073 91,810 712,446

2012.......... 7,173 43,804 52,822 50,895 52,854 68,116 89,446 102,752 91,012 66,950 96,779 722,601

2013.......... 7,075 44,485 54,727 52,040 52,938 66,117 86,485 102,397 94,394 70,424 101,279 732,362

2014.......... 6,935 44,664 56,560 53,516 53,148 64,279 82,787 102,557 97,245 73,994 105,921 741,607

2015.......... 6,827 44,231 58,207 55,326 53,746 62,272 80,751 100,687 100,014 77,605 110,653 750,318

2016.......... 6,776 43,837 59,523 57,236 54,471 60,750 79,178 98,039 101,773 81,072 115,864 758,517

2017.......... 6,746 43,338 60,486 59,037 55,489 60,295 77,554 95,125 102,287 84,168 121,698 766,223

2018.......... 6,758 42,820 61,012 61,145 56,527 60,421 75,769 92,424 101,905 87,116 127,598 773,495

2019.......... 6,729 42,429 60,980 63,236 57,961 60,633 73,978 89,186 101,998 89,568 133,639 780,337
Benefit Payments

128

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.

• Uninsured population previously shown in table III.A27.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B36.—Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population

(By age, calendar years 1980-2019)

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

1980 ......... 0.089 0.066 0.081 0.061 0.053 0.031 0.009 0.002 0.001 a a 0.035

1981 ......... .076 .061 .078 .057 .049 .029 .008 .003 .002 0.001 a .032

1982 ......... .069 .053 .075 .058 .048 .030 .008 .002 .001 a a .031

1983 ......... .071 .053 .086 .072 .056 .037 .010 .002 .001 a a .035

1984 ......... .064 .057 .089 .080 .060 .035 .009 .002 .001 a a .036

1985 ......... .065 .059 .093 .088 .066 .036 .009 .002 .001 a a .039

1986 ......... .063 .066 .098 .093 .068 .036 .010 .002 .001 a a .040

1987 ......... .058 .060 .099 .096 .075 .041 .011 .003 .001 a a .041

1988 ......... .054 .056 .099 .097 .082 .045 .013 .003 .001 a a .041

1989 ......... .054 .054 .093 .092 .079 .045 .012 .004 .001 .001 a .040

1990 ......... .050 .057 .098 .101 .089 .050 .012 .003 .001 .001 a .042

1991 ......... .052 .055 .106 .105 .096 .055 .013 .003 .001 .001 a .044

1992 ......... .052 .056 .115 .116 .107 .062 .017 .004 .002 .001 a .048

1993 ......... .049 .053 .107 .119 .111 .059 .016 .005 .002 .001 a .047

1994 ......... .044 .047 .099 .115 .111 .063 .015 .004 .002 .001 a .045

1995 ......... .043 .043 .089 .116 .112 .066 .016 .004 .002 .001 a .044

1996 ......... .041 .039 .081 .107 .109 .064 .016 .003 .002 .001 a .041

1997 ......... .039 .036 .074 .098 .111 .071 .018 .004 .002 .001 a .040

1998 ......... .038 .037 .072 .103 .113 .073 .018 .004 .002 .001 a .041

1999 ......... .040 .039 .075 .100 .121 .076 .021 .004 .002 a a .042

2000 ......... .043 .041 .082 .107 .139 .090 .023 .004 .002 .001 a .046

2001 ......... .044 .039 .075 .098 .126 .089 .025 .005 .002 .001 a .044

2002 ......... .045 .043 .079 .106 .133 .105 .028 .006 .002 .001 a .047

2003 ......... .040 .039 .075 .105 .125 .100 .029 .007 .003 .001 a .045

2004 ......... .037 .038 .074 .103 .130 .105 .032 .009 .003 .001 a .045

2005 ......... .037 .041 .078 .112 .142 .116 .040 .011 .004 .001 a .050

2006 ......... .038 .041 .078 .100 .128 .108 .036 .009 .003 .001 a .046

2007 ......... .042 .045 .085 .109 .138 .117 .043 .010 .003 .001 a .051

2008 ......... .041 .051 .100 .120 .150 .122 .047 .011 .003 .001 a .056

2009 ......... .043 .054 .114 .136 .160 .127 .051 .012 .004 .001 a .060

2010 ......... .043 .053 .106 .129 .156 .127 .049 .011 .003 .001 a .057

2011 ......... .044 .054 .108 .132 .159 .129 .050 .012 .003 .001 a .058

2012 ......... .044 .055 .110 .134 .162 .131 .051 .012 .003 .001 a .059

2013 ......... .045 .056 .112 .137 .165 .133 .052 .012 .004 .001 a .060

2014 ......... .046 .057 .115 .139 .168 .135 .054 .012 .004 .001 a .061

2015 ......... .046 .057 .115 .139 .168 .136 .054 .012 .004 .001 a .062

2016 ......... .046 .057 .115 .139 .168 .136 .054 .012 .004 .001 a .062

2017 ......... .046 .057 .115 .139 .168 .136 .053 .012 .004 .001 a .062

2018 ......... .046 .057 .115 .139 .168 .136 .053 .012 .004 .001 a .063

2019 ......... .046 .057 .115 .139 .168 .136 .052 .012 .004 .001 a .063

a Less than 0.0005 percent.
OASI Numbers

129

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B37.—Awards to Disabled Children of Retired Workers

(By age, calendar years 1980-2019)

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

1980.......... 2,731 3,407 3,713 3,529 2,711 1,312 341 89 42 16 6 17,897

1981.......... 2,400 3,243 3,396 3,197 2,542 1,237 299 113 89 31 12 16,559

1982.......... 2,328 2,994 3,269 3,158 2,513 1,275 299 62 24 13 6 15,941

1983.......... 2,528 3,323 3,826 3,830 2,894 1,560 363 88 27 12 7 18,458

1984.......... 2,330 3,795 4,093 4,140 3,116 1,478 327 88 34 9 10 19,420

1985.......... 2,285 3,855 4,335 4,460 3,519 1,539 315 83 39 19 6 20,455

1986.......... 2,135 4,045 4,547 4,672 3,613 1,540 359 78 38 18 4 21,049

1987.......... 1,941 3,578 4,518 4,877 3,873 1,855 410 94 46 13 6 21,211

1988.......... 1,799 3,206 4,486 4,911 4,174 2,064 496 124 48 14 12 21,334

1989.......... 1,697 2,923 4,140 4,775 3,991 2,103 472 131 54 26 9 20,321

1990.......... 1,537 2,951 4,229 5,232 4,432 2,381 460 115 49 41 12 21,439

1991.......... 1,567 2,883 4,351 5,453 4,800 2,633 522 125 48 44 25 22,451

1992.......... 1,576 3,080 4,549 5,778 5,400 2,858 683 153 71 36 22 24,206

1993.......... 1,565 3,001 4,193 5,845 5,515 2,701 651 165 74 47 17 23,774

1994.......... 1,455 2,692 3,854 5,416 5,530 2,837 639 135 67 45 29 22,699

1995.......... 1,424 2,419 3,520 5,341 5,523 2,973 692 139 73 45 26 22,175

1996.......... 1,360 2,193 3,217 4,842 5,349 2,909 706 120 56 27 10 20,789

1997.......... 1,315 1,953 2,983 4,327 5,357 3,280 747 167 58 30 21 20,238

1998.......... 1,302 2,025 2,865 4,467 5,415 3,394 781 167 76 38 14 20,544

1999.......... 1,343 2,165 2,908 4,288 5,656 3,546 872 175 73 18 11 21,055

2000.......... 1,441 2,207 3,146 4,581 6,321 4,176 958 174 58 27 11 23,100

2001.......... 1,514 2,150 2,813 4,200 5,589 4,056 1,061 207 86 28 13 21,717

2002.......... 1,596 2,467 2,929 4,542 5,769 4,704 1,188 258 83 31 29 23,596

2003.......... 1,534 2,431 2,848 4,463 5,323 4,439 1,259 272 98 45 12 22,724

2004.......... 1,518 2,503 2,966 4,336 5,465 4,613 1,375 344 128 27 8 23,283

2005.......... 1,551 2,836 3,225 4,731 6,042 5,092 1,754 453 146 52 17 25,899

2006.......... 1,638 2,832 3,327 4,354 5,566 4,724 1,592 353 103 30 9 24,528

2007.......... 1,839 3,110 3,715 4,818 6,250 5,161 1,899 415 110 32 12 27,361

2008.......... 1,898 3,683 4,346 5,364 6,756 5,400 2,116 488 119 22 13 30,205

2009.......... 2,026 4,126 4,995 5,978 7,053 5,544 2,268 520 156 36 15 32,717

2010.......... 2,088 4,276 4,765 5,590 6,718 5,540 2,146 508 142 33 15 31,822

2011.......... 2,153 4,591 5,016 5,627 6,731 5,700 2,155 516 149 34 15 32,688

2012.......... 2,195 4,831 5,283 5,681 6,840 5,805 2,178 523 155 35 16 33,542

2013.......... 2,204 4,980 5,535 5,790 6,981 5,883 2,220 531 159 37 17 34,337

2014.......... 2,201 5,037 5,787 5,969 7,116 5,946 2,298 539 162 38 17 35,110

2015.......... 2,167 4,967 5,925 6,122 7,119 5,888 2,356 535 161 38 16 35,296

2016.......... 2,150 4,891 6,044 6,324 7,126 5,840 2,392 532 160 39 16 35,513

2017.......... 2,142 4,832 6,126 6,552 7,148 5,843 2,374 528 158 39 16 35,758

2018.......... 2,145 4,794 6,170 6,799 7,225 5,854 2,338 528 157 40 16 36,064

2019.......... 2,131 4,777 6,166 7,060 7,362 5,868 2,303 534 156 40 15 36,412
Benefit Payments

130

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.

• Uninsured population previously shown in table III.A27.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B38.—Awardsa to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population

(By age, calendar years 1980-2019)

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

1980 ......... 0.251 0.081 0.062 0.044 0.044 0.035 0.024 0.017 0.013 0.007 0.003 0.046

1981 ......... .227 .079 .065 .047 .029 .025 .025 .020 .020 .007 .003 .044

1982 ......... .201 .052 .047 .042 .046 .033 .023 .018 .010 .010 .005 .040

1983 ......... .200 .064 .061 .043 .043 .029 .020 .020 .011 .007 .003 .042

1984 ......... .182 .074 .066 .053 .045 .035 .032 .020 .014 .008 .004 .046

1985 ......... .183 .076 .071 .051 .036 .035 .028 .022 .015 .009 .003 .045

1986 ......... .177 .084 .076 .052 .038 .031 .029 .023 .015 .009 .003 .045

1987 ......... .168 .075 .071 .052 .039 .035 .030 .022 .014 .008 .004 .044

1988 ......... .169 .073 .072 .055 .044 .038 .031 .023 .014 .008 .003 .044

1989 ......... .169 .069 .070 .054 .046 .038 .033 .024 .016 .008 .004 .044

1990 ......... .157 .074 .073 .058 .049 .040 .033 .024 .016 .009 .003 .044

1991 ......... .156 .076 .078 .059 .052 .041 .036 .026 .017 .009 .003 .046

1992 ......... .157 .091 .087 .066 .058 .046 .038 .028 .018 .009 .004 .050

1993 ......... .149 .085 .089 .072 .060 .047 .039 .029 .018 .010 .004 .051

1994 ......... .142 .074 .079 .071 .061 .051 .040 .031 .019 .012 .004 .049

1995 ......... .144 .070 .073 .069 .061 .054 .041 .032 .020 .010 .004 .049

1996 ......... .141 .066 .066 .065 .062 .054 .040 .032 .019 .010 .004 .047

1997 ......... .139 .066 .062 .061 .060 .055 .042 .035 .021 .011 .004 .047

1998 ......... .136 .066 .062 .060 .063 .060 .047 .035 .024 .012 .004 .048

1999 ......... .141 .069 .066 .063 .068 .062 .051 .036 .024 .012 .004 .050

2000 ......... .145 .071 .066 .066 .072 .067 .056 .038 .025 .013 .004 .052

2001 ......... .149 .073 .063 .063 .072 .069 .058 .041 .026 .012 .004 .053

2002 ......... .144 .076 .070 .066 .072 .069 .051 .031 .019 .010 .003 .052

2003 ......... .132 .071 .070 .067 .078 .079 .063 .043 .028 .015 .004 .056

2004 ......... .124 .068 .069 .071 .081 .084 .071 .051 .029 .016 .005 .058

2005 ......... .111 .069 .075 .072 .084 .088 .075 .056 .034 .017 .005 .059

2006 ......... .124 .071 .071 .066 .077 .083 .073 .058 .035 .017 .005 .059

2007 ......... .123 .080 .082 .067 .074 .083 .078 .061 .038 .019 .006 .062

2008 ......... .122 .084 .097 .075 .078 .085 .077 .064 .039 .021 .007 .066

2009 ......... .115 .076 .085 .070 .074 .081 .076 .063 .039 .020 .007 .062

2010 ......... .118 .080 .088 .071 .076 .083 .076 .063 .039 .020 .007 .064

2011 ......... .118 .080 .089 .071 .076 .083 .076 .063 .039 .020 .007 .064

2012 ......... .118 .080 .089 .071 .076 .083 .076 .063 .039 .020 .007 .064

2013 ......... .118 .080 .089 .071 .076 .083 .076 .063 .039 .020 .007 .064

2014 ......... .118 .080 .089 .071 .076 .083 .076 .063 .039 .020 .007 .064

2015 ......... .118 .080 .088 .071 .076 .083 .076 .063 .039 .020 .007 .064

2016 ......... .118 .080 .088 .071 .076 .083 .076 .063 .039 .020 .007 .064

2017 ......... .118 .080 .088 .071 .076 .083 .076 .063 .039 .020 .007 .064

2018 ......... .118 .080 .088 .071 .076 .083 .076 .063 .039 .020 .007 .064

2019 ......... .118 .080 .088 .071 .076 .083 .076 .063 .039 .020 .007 .064

a Includes conversions from disabled child of a retired worker due to the death of a retired worker.
OASI Numbers

131

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to population.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B39.—Awardsa to Disabled Children of Deceased Workers

(By age, calendar years 1980-2019)

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

1980.......... 7,659 4,177 2,804 2,502 2,224 1,490 949 742 576 293 194 23,611

1981.......... 7,169 4,161 2,825 2,640 1,493 1,064 966 843 850 310 218 22,539

1982.......... 6,828 2,959 2,061 2,261 2,374 1,402 865 721 412 441 354 20,678

1983.......... 7,161 4,031 2,709 2,305 2,232 1,240 760 767 488 311 232 22,234

1984.......... 6,627 4,874 3,035 2,761 2,360 1,488 1,180 769 586 330 272 24,281

1985.......... 6,412 4,933 3,273 2,585 1,941 1,479 1,047 809 608 381 248 23,716

1986.......... 5,981 5,129 3,520 2,607 1,996 1,356 1,087 813 601 369 258 23,717

1987.......... 5,641 4,439 3,231 2,613 1,998 1,557 1,123 773 539 357 273 22,543

1988.......... 5,594 4,130 3,254 2,785 2,254 1,705 1,179 804 539 353 245 22,841

1989.......... 5,357 3,765 3,108 2,792 2,327 1,751 1,279 875 570 357 284 22,464

1990.......... 4,789 3,812 3,156 3,017 2,421 1,882 1,294 854 566 372 277 22,439

1991.......... 4,669 3,968 3,196 3,037 2,603 1,962 1,408 929 594 380 272 23,017

1992.......... 4,789 5,038 3,451 3,313 2,898 2,120 1,511 994 618 379 296 25,408

1993.......... 4,773 4,863 3,465 3,504 2,965 2,145 1,578 1,050 625 383 319 25,669

1994.......... 4,676 4,284 3,072 3,347 3,009 2,309 1,663 1,106 668 435 299 24,869

1995.......... 4,762 3,976 2,857 3,181 3,021 2,403 1,750 1,134 698 382 303 24,469

1996.......... 4,693 3,651 2,630 2,933 3,025 2,455 1,693 1,175 675 375 314 23,619

1997.......... 4,698 3,573 2,493 2,680 2,886 2,522 1,783 1,303 722 402 303 23,366

1998.......... 4,677 3,583 2,446 2,605 3,030 2,788 1,999 1,342 829 436 314 24,050

1999.......... 4,764 3,771 2,537 2,692 3,181 2,879 2,138 1,422 854 433 316 24,986

2000.......... 4,882 3,864 2,507 2,803 3,285 3,073 2,338 1,564 905 457 314 25,992

2001.......... 5,097 3,991 2,358 2,676 3,172 3,133 2,430 1,669 939 451 308 26,225

2002.......... 5,133 4,350 2,599 2,811 3,103 3,077 2,147 1,236 728 369 204 25,758

2003.......... 5,068 4,379 2,676 2,828 3,307 3,489 2,670 1,741 1,061 540 319 28,078

2004.......... 5,079 4,472 2,744 2,974 3,423 3,693 3,044 2,021 1,128 590 353 29,521

2005.......... 4,697 4,740 3,057 3,052 3,579 3,852 3,265 2,226 1,348 646 388 30,851

2006.......... 5,314 4,938 2,998 2,853 3,326 3,602 3,200 2,342 1,418 651 364 31,006

2007.......... 5,408 5,531 3,541 2,948 3,348 3,664 3,446 2,565 1,533 776 465 33,224

2008.......... 5,583 6,014 4,202 3,320 3,535 3,756 3,424 2,730 1,610 854 506 35,534

2009.......... 5,481 5,804 3,690 3,042 3,277 3,533 3,341 2,742 1,614 880 536 33,940

2010.......... 5,772 6,445 3,950 3,061 3,259 3,614 3,303 2,752 1,630 899 528 35,214

2011.......... 5,834 6,790 4,089 3,021 3,204 3,651 3,257 2,745 1,679 921 536 35,726

2012.......... 5,832 7,014 4,226 2,993 3,195 3,669 3,235 2,729 1,714 930 553 36,088

2013.......... 5,746 7,091 4,338 2,997 3,202 3,669 3,232 2,719 1,729 941 556 36,219

2014.......... 5,634 7,034 4,448 3,037 3,205 3,647 3,267 2,709 1,729 954 551 36,216

2015.......... 5,551 6,936 4,549 3,118 3,206 3,604 3,334 2,693 1,725 968 542 36,225

2016.......... 5,507 6,830 4,630 3,223 3,209 3,565 3,392 2,677 1,710 983 534 36,260

2017.......... 5,487 6,753 4,681 3,341 3,219 3,561 3,407 2,664 1,693 995 528 36,329

2018.......... 5,495 6,705 4,703 3,467 3,254 3,565 3,393 2,658 1,684 1,004 522 36,451

2019.......... 5,458 6,690 4,694 3,600 3,317 3,572 3,354 2,678 1,674 1,007 517 36,562

a Includes conversions from disabled child of a retired worker due to the death of a retired worker.
Benefit Payments

132

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B40.—Disabled Children of Retired Workers With Benefits Withheld

(By age, as of December 31, 1980-2019)

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

1980 ......... ... 607 1,455 1,483 1,077 471 ... ... ... ... ... 4,535

1981 ......... ... 568 1,465 1,484 1,154 488 ... ... ... ... ... 4,584

1982 ......... 53 974 2,103 2,176 1,841 1,077 306 45 ... ... ... 8,498

1983 ......... 109 1,260 2,610 2,814 2,427 1,578 602 217 61 25 7 11,710

1984 ......... 145 1,480 2,988 3,280 2,872 1,914 788 323 125 53 27 13,995

1985 ......... 177 1,775 3,668 4,249 3,889 2,516 1,063 439 187 77 34 18,074

1986 ......... 167 1,984 4,441 5,403 5,003 3,401 1,483 567 257 95 48 22,849

1987 ......... 172 2,195 5,184 6,685 6,215 4,399 2,065 734 335 122 53 28,159

1988 ......... 154 2,183 5,596 7,641 7,535 5,334 2,777 888 408 129 71 32,716

1989 ......... 180 2,170 5,924 8,471 8,749 6,565 3,478 1,170 495 184 74 37,460

1990 ......... 124 2,079 5,947 9,248 9,886 7,901 4,008 1,492 579 241 96 41,601

1991 ......... 138 1,929 5,996 9,791 11,102 9,123 4,753 1,899 680 307 129 45,847

1992 ......... 173 1,924 5,916 10,284 12,359 10,317 5,801 2,426 792 341 148 50,481

1993 ......... 200 1,900 5,719 10,815 13,468 11,763 6,731 3,098 993 429 173 55,289

1994 ......... 143 1,834 5,478 11,010 14,503 13,000 7,867 3,579 1,189 470 209 59,282

1995 ......... 139 1,746 5,305 10,997 15,442 14,464 9,152 3,971 1,401 534 270 63,421

1996 ......... 142 1,660 4,971 10,782 15,984 15,727 10,383 4,567 1,712 576 330 66,834

1997 ......... 137 1,573 4,740 10,329 16,348 17,046 11,517 5,405 2,128 694 358 70,275

1998 ......... 141 1,474 4,527 9,877 16,752 18,143 12,736 6,135 2,547 785 392 73,509

1999 ......... 127 1,510 4,289 9,315 16,809 19,119 13,859 7,066 2,886 862 423 76,265

2000 ......... 132 1,361 3,949 8,733 16,431 19,896 14,953 8,002 3,159 977 477 78,070

2001 ......... 144 1,368 3,768 8,335 15,869 20,463 16,059 8,861 3,565 1,185 509 80,126

2002 ......... 165 1,463 3,581 8,246 15,624 21,683 18,025 10,406 4,680 1,683 743 86,299

2003 ......... 166 1,491 3,501 7,950 14,896 22,050 19,140 11,468 5,223 2,055 844 88,784

2004 ......... 166 1,611 3,575 7,644 14,129 22,213 20,233 12,488 5,983 2,336 935 91,313

2005 ......... 397 1,930 3,724 7,498 14,025 22,155 21,429 13,590 6,748 2,540 1,086 95,122

2006 ......... 330 2,072 4,135 7,522 14,110 21,819 22,213 14,529 7,427 2,821 1,263 98,241

2007 ......... 287 2,209 4,472 7,651 14,441 21,362 22,794 15,239 7,770 3,172 1,358 100,755

2008 ......... 306 2,451 4,820 8,226 14,817 21,228 23,587 16,152 8,336 3,329 1,509 104,761

2009 ......... 371 2,743 5,389 8,912 15,052 21,321 24,561 17,419 9,153 3,800 1,721 110,442

2010 ......... 344 2,967 5,717 9,191 14,743 21,334 24,659 18,385 9,823 4,072 1,738 112,973

2011 ......... 345 3,151 6,087 9,517 14,592 21,524 24,389 19,183 10,504 4,379 1,832 115,502

2012 ......... 351 3,326 6,455 9,874 14,718 21,624 23,963 19,864 11,228 4,619 2,017 118,038

2013 ......... 353 3,462 6,873 10,244 14,977 21,684 23,529 20,430 11,962 4,933 2,145 120,592

2014 ......... 352 3,543 7,326 10,625 15,348 21,552 23,238 20,942 12,672 5,253 2,293 123,143

2015 ......... 348 3,553 7,746 11,126 15,665 21,300 23,436 21,016 13,347 5,629 2,410 125,577

2016 ......... 346 3,552 8,056 11,709 16,000 21,188 23,748 20,801 13,902 6,018 2,577 127,895

2017 ......... 345 3,536 8,304 12,295 16,340 21,386 23,875 20,468 14,372 6,427 2,753 130,103

2018 ......... 345 3,510 8,465 12,920 16,730 21,674 23,906 20,130 14,761 6,838 2,934 132,213

2019 ......... 343 3,484 8,518 13,576 17,179 22,014 23,733 19,945 15,115 7,232 3,126 134,264
OASI Numbers

133

Sources: 

• Historical figures computed by dividing number withheld by number in force.

• Future figures projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B41.—Disabled Children of Retired Workers With Benefits Withheld, 

as a Percentage of Disabled Children In Force

(By age, as of December 31, 1980-2019)

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

1980.......... a 3.926 6.460 5.744 4.198 2.314 aaaaa 3.126

1981.......... a 3.852 6.392 5.683 4.126 2.246 aaaaa 3.093

1982.......... 2.102 6.290 8.767 8.066 6.559 4.727 2.058 .484 aaa 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.......... 6.599 12.771 19.887 24.734 28.398 31.873 34.881 35.955 34.618 32.944 30.663 29.473

2002.......... 7.314 13.208 19.481 25.097 29.028 32.949 36.568 38.854 39.348 39.121 38.880 31.000

2003.......... 7.424 13.015 19.474 25.082 29.185 33.375 36.956 39.862 41.217 42.786 42.648 31.653

2004.......... 8.513 13.614 19.738 25.081 29.363 33.553 37.309 40.895 42.883 45.359 45.969 32.312

2005.......... 16.311 15.178 20.439 25.413 29.886 33.816 37.964 41.688 44.450 47.601 50.324 33.139

2006.......... 13.591 15.577 21.671 26.230 30.535 34.199 38.362 42.166 45.581 48.621 53.224 33.838

2007.......... 11.549 15.495 21.981 26.251 30.969 34.399 38.374 41.950 45.615 48.898 53.423 33.952

2008.......... 10.976 15.466 20.260 24.904 28.551 32.168 36.321 40.507 44.409 47.755 54.893 32.071

2009.......... 12.168 15.624 20.355 24.568 27.715 31.146 35.136 39.665 44.662 48.494 57.006 31.439

2010.......... 12.168 15.633 20.360 24.562 27.695 31.115 35.168 39.685 44.675 48.551 57.027 31.471

2011.......... 12.182 15.678 20.347 24.559 27.668 31.114 35.199 39.701 44.669 48.616 56.818 31.484

2012.......... 12.173 15.739 20.332 24.553 27.654 31.138 35.225 39.715 44.664 48.557 56.584 31.485

2013.......... 12.168 15.775 20.337 24.548 27.644 31.165 35.230 39.728 44.673 48.578 56.684 31.481

2014.......... 12.170 15.799 20.340 24.532 27.637 31.173 35.182 39.732 44.682 48.545 56.544 31.469

2015.......... 12.174 15.801 20.342 24.523 27.638 31.155 35.146 39.764 44.695 48.569 56.612 31.466

2016.......... 12.175 15.813 20.355 24.514 27.642 31.137 35.142 39.805 44.708 48.567 56.553 31.466

2017.......... 12.180 15.821 20.385 24.509 27.633 31.126 35.166 39.837 44.717 48.561 56.532 31.468

2018.......... 12.180 15.821 20.408 24.509 27.623 31.122 35.199 39.822 44.725 48.568 56.559 31.467

2019.......... 12.172 15.813 20.419 24.513 27.608 31.119 35.214 39.769 44.728 48.571 56.535 31.468

a In force counts are too small to yield meaningful withheld rates.
Benefit Payments

134

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B42.—Disabled Children of Retired Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2019)

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

1980 ......... 2,928 14,854 21,068 24,335 24,577 19,880 14,320 9,544 5,410 2,412 1,220 140,548

1981 ......... 2,711 14,179 21,454 24,628 26,817 21,237 14,425 9,346 5,028 2,524 1,284 143,633

1982 ......... 2,468 14,510 21,884 24,801 26,228 21,709 14,566 9,246 5,429 2,406 1,217 144,464

1983 ......... 2,701 14,431 22,377 26,012 26,871 22,775 15,012 9,082 5,470 2,479 1,254 148,464

1984 ......... 2,750 14,841 23,074 27,128 27,928 23,464 15,134 9,137 5,392 2,535 1,284 152,667

1985 ......... 2,686 15,244 23,605 28,428 29,399 23,954 15,376 9,157 5,301 2,519 1,342 157,011

1986 ......... 2,700 15,700 24,324 29,666 30,020 25,134 16,028 9,095 5,239 2,462 1,387 161,755

1987 ......... 2,520 15,482 24,607 30,734 30,799 26,220 17,019 9,301 5,121 2,508 1,364 165,675

1988 ......... 2,305 14,786 24,680 31,378 32,281 26,841 17,921 9,633 5,049 2,548 1,374 168,796

1989 ......... 2,025 13,656 24,415 31,933 33,154 27,971 18,342 9,678 5,078 2,507 1,375 170,134

1990 ......... 1,935 12,843 24,135 32,600 34,699 29,593 18,517 9,879 5,090 2,517 1,388 173,196

1991 ......... 2,042 12,149 23,775 33,227 36,175 30,752 19,405 10,315 5,077 2,488 1,428 176,833

1992 ......... 2,201 11,886 23,236 33,845 37,762 31,697 20,664 11,042 5,150 2,498 1,408 181,389

1993 ......... 2,274 11,862 22,460 34,108 38,974 33,163 21,363 11,540 5,330 2,371 1,405 184,850

1994 ......... 2,091 11,644 21,178 34,050 40,546 34,499 22,312 11,870 5,367 2,316 1,400 187,273

1995 ......... 1,924 11,199 20,012 33,598 41,414 36,019 23,486 11,951 5,416 2,351 1,392 188,762

1996 ......... 1,818 10,696 19,065 32,552 41,769 37,470 24,383 12,517 5,630 2,341 1,346 189,587

1997 ......... 1,717 10,099 18,133 30,884 41,918 38,862 25,097 13,276 5,985 2,341 1,328 189,640

1998 ......... 1,642 9,705 17,261 29,321 41,723 40,040 26,211 13,743 6,305 2,349 1,252 189,552

1999 ......... 1,696 9,382 16,419 27,361 41,579 41,508 27,336 14,389 6,499 2,333 1,208 189,710

2000 ......... 1,933 9,206 15,859 26,411 41,353 43,054 28,573 15,200 6,422 2,327 1,169 191,507

2001 ......... 2,038 9,344 15,179 25,364 40,012 43,739 29,981 15,784 6,733 2,412 1,151 191,737

2002 ......... 2,091 9,614 14,801 24,610 38,199 44,125 31,267 16,376 7,214 2,619 1,168 192,084

2003 ......... 2,070 9,965 14,477 23,746 36,144 44,017 32,652 17,301 7,449 2,748 1,135 191,704

2004 ......... 1,784 10,222 14,537 22,833 33,990 43,990 33,998 18,049 7,969 2,814 1,099 191,285

2005 ......... 2,037 10,786 14,496 22,007 32,904 43,362 35,017 19,009 8,433 2,796 1,072 191,919

2006 ......... 2,098 11,230 14,946 21,155 32,099 41,982 35,690 19,928 8,867 2,981 1,110 192,086

2007 ......... 2,198 12,047 15,873 21,495 32,190 40,739 36,606 21,088 9,264 3,315 1,184 195,999

2008 ......... 2,482 13,397 18,971 24,805 37,080 44,763 41,354 23,723 10,435 3,642 1,240 221,892

2009 ......... 2,678 14,813 21,086 27,363 39,258 47,134 45,341 26,496 11,341 4,036 1,298 240,844

2010 ......... 2,484 16,012 22,364 28,228 38,492 47,232 45,459 27,942 12,165 4,315 1,309 246,002

2011 ......... 2,484 16,945 23,829 29,233 38,148 47,654 44,899 29,135 13,012 4,629 1,392 251,360

2012 ......... 2,532 17,807 25,292 30,340 38,505 47,823 44,064 30,152 13,910 4,893 1,548 256,866

2013 ......... 2,545 18,486 26,924 31,488 39,201 47,895 43,258 30,994 14,815 5,221 1,639 262,467

2014 ......... 2,541 18,883 28,693 32,685 40,185 47,587 42,811 31,766 15,688 5,568 1,762 268,169

2015 ......... 2,514 18,935 30,334 34,244 41,015 47,067 43,246 31,835 16,515 5,960 1,847 273,513

2016 ......... 2,495 18,913 31,522 36,054 41,883 46,860 43,828 31,456 17,192 6,373 1,979 278,557

2017 ......... 2,484 18,817 32,433 37,870 42,793 47,322 44,017 30,912 17,768 6,808 2,117 283,342

2018 ......... 2,489 18,673 33,014 39,797 43,836 47,967 44,012 30,420 18,243 7,241 2,253 287,946

2019 ......... 2,478 18,548 33,199 41,806 45,045 48,726 43,663 30,208 18,678 7,657 2,403 292,411
OASI Numbers

135

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B43.—Disabled Children of Deceased Workers With Benefits Withheld

(By age, as of December 31, 1980-2019)

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

1980.......... ... 526 893 548 355 164 ... ... ... ... ... 1,662

1981.......... 34 778 1,265 908 693 456 195 116 28 ... ... 4,406

1982.......... 38 808 1,325 939 755 503 219 140 44 3 ... 4,728

1983.......... 58 875 1,458 1,068 878 619 308 215 116 55 15 5,665

1984.......... 100 1,105 1,729 1,367 1,161 892 521 413 292 193 180 7,953

1985.......... 135 1,268 1,933 1,663 1,446 1,095 652 458 353 240 191 9,434

1986.......... 128 1,467 2,276 2,148 1,815 1,447 891 584 451 289 260 11,756

1987.......... 171 1,614 2,563 2,691 2,180 1,764 1,167 731 547 375 361 14,164

1988.......... 161 1,790 2,874 3,166 2,601 2,134 1,537 937 649 442 436 16,727

1989.......... 164 1,869 3,304 3,633 3,197 2,572 1,873 1,109 750 545 534 19,550

1990.......... 157 1,843 3,497 4,085 3,715 3,026 2,215 1,323 891 683 660 22,095

1991.......... 147 1,844 3,628 4,466 4,224 3,480 2,623 1,602 1,035 747 789 24,585

1992.......... 176 1,791 3,629 4,655 4,797 3,896 3,096 1,972 1,227 841 943 27,023

1993.......... 222 1,874 3,627 4,886 5,366 4,520 3,559 2,381 1,444 941 1,108 29,928

1994.......... 228 1,935 3,598 5,215 5,873 5,211 4,127 2,786 1,636 1,085 1,286 32,980

1995.......... 227 2,071 3,709 5,490 6,591 5,959 4,812 3,284 1,937 1,264 1,534 36,878

1996.......... 267 2,311 3,971 5,755 7,198 6,805 5,432 3,846 2,375 1,471 1,764 41,195

1997.......... 239 2,297 4,039 5,829 7,639 7,687 6,113 4,578 2,861 1,643 2,067 44,992

1998.......... 211 2,417 4,072 5,956 8,009 8,605 7,022 5,196 3,401 1,948 2,383 49,220

1999.......... 219 2,427 4,268 5,920 8,412 9,341 7,996 5,943 3,943 2,215 2,728 53,412

2000.......... 211 2,357 4,143 5,697 8,379 10,023 8,903 6,829 4,484 2,559 3,172 56,757

2001.......... 205 2,301 4,141 5,800 8,318 10,564 9,849 7,587 5,093 3,007 3,581 60,446

2002.......... 226 2,297 4,056 5,560 7,914 10,192 9,901 7,626 5,352 3,263 3,884 60,271

2003.......... 213 2,271 4,055 5,445 7,839 10,426 10,765 8,521 5,977 3,829 4,362 63,703

2004.......... 239 2,610 4,201 5,490 7,796 10,850 11,663 9,577 6,774 4,318 4,952 68,470

2005.......... 1,127 3,049 4,490 5,681 7,960 11,091 12,736 10,699 7,822 4,864 5,664 75,183

2006.......... 582 3,161 5,016 5,994 8,353 11,417 13,479 12,099 8,728 5,610 6,484 80,923

2007.......... 486 3,281 5,314 6,184 8,294 11,696 14,445 13,522 10,004 6,523 7,551 87,300

2008.......... 481 3,625 5,804 6,762 8,552 11,952 15,367 15,088 11,489 7,534 8,768 95,422

2009.......... 547 3,731 6,184 7,145 8,594 11,869 15,995 16,496 13,013 8,593 9,964 102,131

2010.......... 519 3,826 6,410 7,262 8,277 11,462 15,681 17,020 13,676 9,079 10,325 103,538

2011.......... 519 3,943 6,639 7,404 8,037 11,137 15,209 17,365 14,319 9,490 10,850 104,913

2012.......... 518 4,047 6,842 7,589 7,952 10,828 14,689 17,479 14,894 9,928 11,480 106,247

2013.......... 510 4,120 7,092 7,761 7,964 10,508 14,209 17,418 15,446 10,445 12,036 107,510

2014.......... 501 4,143 7,331 7,978 7,994 10,213 13,598 17,450 15,908 10,974 12,609 108,700

2015.......... 494 4,104 7,540 8,245 8,084 9,895 13,261 17,130 16,357 11,504 13,178 109,791

2016.......... 490 4,073 7,718 8,531 8,193 9,655 13,002 16,679 16,639 12,013 13,797 110,789

2017.......... 489 4,028 7,854 8,798 8,346 9,583 12,735 16,182 16,718 12,473 14,492 111,697

2018.......... 489 3,978 7,932 9,115 8,501 9,603 12,444 15,729 16,648 12,908 15,199 112,546

2019.......... 486 3,937 7,935 9,427 8,716 9,637 12,152 15,177 16,666 13,267 15,918 113,319
Benefit Payments

136

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 2010 Trustees Report intermediate set of assumptions.

Table III.B44.—Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of Disabled Children In Force

(By age, as of December 31, 1980-2019)

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

1980 ......... a 1.707 2.610 1.642 1.118 0.577 aaaaa 0.597

1981 ......... 0.595 2.637 3.540 2.580 2.051 1.511 0.687 0.419 0.109 a a 1.513

1982 ......... .650 2.697 3.586 2.636 2.115 1.574 .746 .484 .169 0.016 a 1.562

1983 ......... .915 2.939 3.834 2.883 2.360 1.822 1.003 .735 .428 .263 0.060 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 ......... 3.336 7.863 11.432 12.619 13.201 14.073 13.450 11.920 9.977 8.169 5.351 11.044

2002 ......... 3.588 7.718 11.342 12.439 12.968 13.637 13.088 11.722 10.024 8.432 5.697 10.894

2003 ......... 3.349 7.529 11.385 12.416 13.259 13.910 13.740 12.550 10.781 9.370 6.255 11.328

2004 ......... 4.206 8.367 11.763 12.741 13.792 14.310 14.457 13.463 11.676 10.098 6.964 11.976

2005 ......... 16.162 9.359 12.312 13.552 14.552 14.797 15.349 14.312 12.853 10.974 7.781 12.889

2006 ......... 8.830 9.416 13.444 14.484 15.613 15.549 15.917 15.402 13.862 12.014 8.641 13.630

2007 ......... 7.141 9.294 13.611 14.864 15.753 16.257 16.805 16.451 15.221 13.201 9.676 14.343

2008 ......... 6.709 9.317 12.940 14.749 15.129 15.892 16.622 16.669 15.647 13.991 10.761 14.453

2009 ......... 7.200 9.197 12.959 14.927 15.056 15.889 16.415 17.010 16.372 14.839 11.792 14.762

2010 ......... 7.239 9.175 12.944 14.918 15.050 15.891 16.423 17.011 16.365 14.815 11.794 14.746

2011 ......... 7.238 9.209 12.952 14.920 15.046 15.896 16.421 17.011 16.365 14.812 11.818 14.726

2012 ......... 7.224 9.239 12.953 14.912 15.046 15.896 16.423 17.011 16.365 14.829 11.862 14.703

2013 ......... 7.215 9.261 12.959 14.914 15.044 15.892 16.430 17.011 16.364 14.832 11.884 14.680

2014 ......... 7.219 9.276 12.962 14.908 15.041 15.888 16.426 17.015 16.358 14.831 11.904 14.657

2015 ......... 7.231 9.278 12.954 14.903 15.042 15.890 16.422 17.013 16.355 14.824 11.909 14.633

2016 ......... 7.233 9.290 12.967 14.905 15.041 15.893 16.421 17.012 16.350 14.818 11.908 14.606

2017 ......... 7.242 9.294 12.985 14.902 15.040 15.893 16.421 17.011 16.344 14.819 11.908 14.578

2018 ......... 7.241 9.289 13.001 14.907 15.039 15.894 16.423 17.019 16.337 14.817 11.912 14.550

2019 ......... 7.228 9.279 13.012 14.908 15.037 15.895 16.426 17.018 16.340 14.813 11.911 14.522

a In force counts are too small to yield meaningful withheld rates.
OASI Numbers

137

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B45.—Disabled Children of Deceased Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2019)

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

1980.......... 6,670 30,287 33,327 32,817 31,402 28,268 27,614 27,593 23,812 15,852 19,096 276,738

1981.......... 5,676 28,720 34,471 34,290 33,096 29,713 28,187 27,555 25,679 17,842 21,495 286,724

1982.......... 5,810 29,152 35,620 34,684 34,944 31,445 29,124 28,804 25,933 19,234 23,167 297,917

1983.......... 6,279 28,892 36,575 35,980 36,331 33,347 30,392 29,027 26,956 20,830 25,090 309,699

1984.......... 6,385 29,903 37,133 37,639 37,713 35,482 31,303 29,713 27,631 22,516 27,123 322,541

1985.......... 6,545 30,726 37,926 39,633 39,241 36,969 32,390 30,330 28,701 23,373 29,919 335,753

1986.......... 6,539 31,419 39,060 41,163 40,441 38,872 34,064 31,014 29,382 23,994 32,699 348,647

1987.......... 6,128 31,406 39,272 42,607 41,643 40,951 35,936 31,923 29,745 25,102 35,507 360,220

1988.......... 5,724 30,536 39,194 43,740 42,988 42,372 37,871 33,112 29,778 26,093 38,267 369,675

1989.......... 5,326 29,066 39,889 44,838 44,841 44,239 40,036 34,006 30,464 26,517 40,991 380,213

1990.......... 5,303 27,909 39,823 45,763 46,857 45,912 41,561 35,113 30,855 27,373 43,639 390,108

1991.......... 5,363 27,322 39,228 46,833 48,660 47,025 43,745 36,829 31,416 27,869 46,223 400,513

1992.......... 5,993 27,863 39,149 47,400 50,687 48,447 46,014 38,754 32,309 27,995 48,943 413,554

1993.......... 6,322 28,640 38,832 47,906 52,521 50,279 47,640 40,992 33,551 27,982 51,443 426,108

1994.......... 6,199 28,996 37,660 48,741 53,882 52,329 49,648 43,077 34,309 28,607 53,564 437,012

1995.......... 6,051 29,030 36,714 48,529 55,110 54,717 51,644 44,501 35,401 28,890 55,992 446,579

1996.......... 5,772 28,478 35,882 47,581 56,256 56,703 52,931 46,736 37,060 29,264 57,904 454,567

1997.......... 5,358 28,076 35,243 46,436 56,385 58,878 54,403 48,978 38,979 30,004 59,371 462,111

1998.......... 5,174 27,573 34,965 44,864 56,339 60,782 56,438 50,545 40,982 30,992 60,133 468,787

1999.......... 5,366 26,904 34,195 42,800 56,721 62,123 58,507 52,613 42,550 31,632 61,497 474,908

2000.......... 5,654 26,567 33,047 41,264 56,045 63,312 61,104 54,611 43,899 32,398 62,525 480,426

2001.......... 5,940 26,962 32,081 40,162 54,692 64,504 63,379 56,060 45,956 33,805 63,346 486,887

2002.......... 6,073 27,465 31,706 39,137 53,114 64,545 65,748 57,432 48,040 35,437 64,288 492,985

2003.......... 6,147 27,893 31,562 38,409 51,285 64,528 67,585 59,377 49,462 37,036 65,375 498,659

2004.......... 5,444 28,584 31,513 37,598 48,730 64,971 69,009 61,558 51,241 38,442 66,152 503,242

2005.......... 5,846 29,529 31,979 36,240 46,741 63,862 70,241 64,056 53,035 39,458 67,132 508,119

2006.......... 6,009 30,411 32,293 35,391 45,146 62,008 71,204 66,454 54,236 41,085 68,550 512,787

2007.......... 6,320 32,020 33,729 35,419 44,355 60,248 71,513 68,674 55,723 42,890 70,485 521,376

2008.......... 6,688 35,284 39,048 39,086 47,976 63,256 77,082 75,427 61,939 46,314 72,713 564,813

2009.......... 7,050 36,838 41,537 40,720 48,487 62,829 81,444 80,482 66,468 49,317 74,533 589,705

2010.......... 6,650 37,876 43,109 41,419 46,720 60,667 79,796 83,034 69,894 52,203 77,221 598,588

2011.......... 6,654 38,879 44,622 42,221 45,383 58,927 77,411 84,713 73,180 54,583 80,960 607,533

2012.......... 6,655 39,757 45,980 43,305 44,901 57,288 74,757 85,272 76,118 57,022 85,299 616,353

2013.......... 6,564 40,365 47,635 44,279 44,974 55,610 72,275 84,979 78,948 59,979 89,242 624,851

2014.......... 6,434 40,521 49,229 45,538 45,154 54,067 69,189 85,106 81,337 63,020 93,312 632,908

2015.......... 6,333 40,127 50,667 47,081 45,662 52,377 67,490 83,557 83,656 66,101 97,475 640,526

2016.......... 6,286 39,764 51,805 48,705 46,278 51,095 66,176 81,360 85,133 69,059 102,067 647,728

2017.......... 6,258 39,310 52,632 50,240 47,143 50,713 64,818 78,943 85,569 71,695 107,206 654,526

2018.......... 6,269 38,842 53,080 52,030 48,026 50,818 63,325 76,695 85,258 74,208 112,399 660,949

2019.......... 6,243 38,492 53,045 53,808 49,245 50,996 61,826 74,009 85,332 76,300 117,721 667,017
Benefit Payments

138

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 trends

and judgment.

• Historical award figures from SSA administrative records; future figures computed by applying award rates 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 rates 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 rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.B46.—Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2019)

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

1980 .................. 164,876 0.91 120,398 113,632 171,642 16.47 28,276 143,366

1981 .................. 171,642 .85 111,248 105,826 177,064 15.92 28,183 148,881

1982 .................. 177,064 .67 86,575 149,911 113,728 20.22 22,991 90,737

1983 .................. 113,728 .38 47,519 95,006 66,241 19.61 12,988 53,253

1984 .................. 66,241 .32 39,328 67,900 37,669 23.46 8,837 28,832

1985 .................. 37,669 .28 33,377 52,952 18,094 18.21 3,294 14,800

1986 .................. 18,094 .27 30,717 31,741 17,070 24.02 4,100 12,970

1987 .................. 17,070 .26 29,647 30,279 16,438 27.91 4,587 11,851

1988 .................. 16,438 .27 32,078 30,347 18,169 25.40 4,615 13,554

1989 .................. 18,169 .23 27,240 28,356 17,053 26.17 4,462 12,591

1990 .................. 17,053 .23 26,156 26,413 16,796 27.33 4,590 12,206

1991 .................. 16,796 .22 24,405 24,780 16,421 24.84 4,079 12,342

1992 .................. 16,421 .22 23,695 23,621 16,495 29.24 4,823 11,672

1993 .................. 16,495 .22 23,586 23,409 16,672 30.48 5,082 11,590

1994 .................. 16,672 .22 22,898 22,866 16,704 31.53 5,266 11,438

1995 .................. 16,704 .20 22,091 22,180 16,615 34.53 5,737 10,878

1996 .................. 16,615 .20 22,220 22,083 16,752 35.12 5,884 10,868

1997 .................. 16,752 .20 23,022 22,781 16,993 33.44 5,683 11,310

1998 .................. 16,993 .19 22,629 22,702 16,920 37.15 6,286 10,634

1999 .................. 16,920 .19 22,226 22,915 16,231 30.37 4,929 11,302

2000 .................. 16,231 .20 24,189 23,104 17,316 33.82 5,857 11,459

2001 .................. 17,316 .20 24,372 24,093 17,595 27.57 4,850 12,745

2002 .................. 17,595 .22 26,313 24,914 18,994 24.41 4,637 14,357

2003 .................. 18,994 .21 26,175 25,912 19,257 23.82 4,586 14,671

2004 .................. 19,257 .22 27,370 31,430 15,197 5.15 783 14,414

2005 .................. 15,197 .24 29,332 29,092 15,437 4.13 637 14,800

2006 .................. 15,437 .24 29,984 29,107 16,314 4.84 789 15,525

2007 .................. 16,314 .25 31,871 30,860 17,325 5.34 925 16,400

2008 .................. 17,325 .26 33,559 32,630 18,254 5.21 951 17,303

2009 .................. 18,254 .26 35,122 32,983 20,393 5.62 1,146 19,247

2010 .................. 20,393 .27 36,290 36,335 20,349 5.62 1,143 19,206

2011 .................. 20,349 .29 38,200 37,098 21,451 5.62 1,205 20,246

2012 .................. 21,451 .30 40,166 39,061 22,556 5.62 1,267 21,289

2013 .................. 22,556 .32 42,083 41,010 23,630 5.62 1,328 22,302

2014 .................. 23,630 .34 44,126 42,976 24,780 5.62 1,392 23,388

2015 .................. 24,780 .34 44,293 44,227 24,845 5.61 1,394 23,451

2016 .................. 24,845 .34 44,523 44,392 24,976 5.61 1,402 23,574

2017 .................. 24,976 .34 44,978 44,716 25,238 5.61 1,416 23,822

2018 .................. 25,238 .34 45,308 45,127 25,419 5.61 1,426 23,993

2019 .................. 25,419 .34 45,020 45,201 25,239 5.61 1,417 23,822
OASI Numbers

139

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 trends

and judgment.

• Historical award figures from SSA administrative records; future figures computed by applying award rates 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 rates 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 rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.B47.—Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2019)

Year

In force

beginning

of period

Awardsa

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

1980................... 524,822 2.44 317,112 307,575 534,359 15.84 84,615 449,744

1981................... 534,359 2.41 309,602 306,042 537,919 13.97 75,171 462,748

1982................... 537,919 2.12 267,596 432,985 372,530 17.80 66,293 306,237

1983................... 372,530 1.45 179,671 324,878 227,323 16.37 37,221 190,102

1984................... 227,323 1.28 155,102 243,430 138,995 19.30 26,830 112,165

1985................... 138,995 1.15 135,214 205,664 68,545 16.46 11,281 57,264

1986................... 68,545 1.09 125,601 129,578 64,568 21.16 13,663 50,905

1987................... 64,568 1.06 122,703 125,500 61,771 24.10 14,889 46,882

1988................... 61,771 1.14 133,878 123,783 71,866 20.05 14,406 57,460

1989................... 71,866 1.02 119,493 123,797 67,562 20.55 13,885 53,677

1990................... 67,562 1.00 113,845 115,187 66,220 20.06 13,282 52,938

1991................... 66,220 1.00 108,958 108,610 66,568 17.18 11,433 55,135

1992................... 66,568 1.02 108,135 106,001 68,702 22.15 15,215 53,487

1993................... 68,702 1.04 109,374 108,073 70,003 22.83 15,978 54,025

1994................... 70,003 1.00 106,015 107,380 68,638 24.30 16,682 51,956

1995................... 68,638 .97 104,840 103,876 69,602 26.50 18,446 51,156

1996................... 69,602 .97 107,028 105,477 71,153 26.63 18,948 52,205

1997................... 71,153 .99 112,566 110,041 73,678 25.97 19,131 54,547

1998................... 73,678 .96 112,143 111,925 73,896 30.11 22,251 51,645

1999................... 73,896 .94 112,027 114,683 71,240 21.28 15,159 56,081

2000................... 71,240 .92 111,842 111,933 71,149 27.53 19,584 51,565

2001................... 71,149 .92 112,129 111,378 71,900 20.23 14,546 57,354

2002................... 71,900 .96 117,324 112,590 76,634 16.02 12,277 64,357

2003................... 76,634 .96 117,463 115,195 78,902 16.02 12,638 66,264

2004................... 78,902 .98 120,160 134,723 64,339 2.91 1,870 62,469

2005................... 64,339 1.00 124,296 123,328 65,307 2.08 1,356 63,951

2006................... 65,307 .97 122,006 120,503 66,810 2.14 1,432 65,378

2007................... 66,810 1.00 128,491 125,961 69,340 2.33 1,616 67,724

2008................... 69,340 1.02 133,363 131,388 71,315 2.43 1,735 69,580

2009................... 71,315 .96 128,065 124,528 74,852 2.88 2,153 72,699

2010................... 74,852 .97 129,741 132,127 72,466 2.87 2,079 70,387

2011................... 72,466 .97 128,433 129,110 71,790 2.87 2,062 69,728

2012................... 71,790 .97 127,424 127,972 71,241 2.87 2,045 69,196

2013................... 71,241 .97 126,393 126,973 70,661 2.87 2,029 68,632

2014................... 70,661 .97 125,802 126,112 70,352 2.87 2,020 68,332

2015................... 70,352 .97 126,241 125,950 70,642 2.87 2,027 68,615

2016................... 70,642 .98 126,895 126,525 71,012 2.87 2,038 68,974

2017................... 71,012 .98 128,167 127,427 71,752 2.87 2,059 69,693

2018................... 71,752 .98 129,128 128,608 72,271 2.87 2,074 70,197

2019................... 72,271 .97 128,375 128,874 71,773 2.87 2,061 69,712

a Includes conversions from student child of a retired worker due to the death of a retired worker.
Benefit Payments

140

Sources:

• End of year number of children shown earlier.

• Historical excess of end of March, June, and September number over average of December 31st numbers calculated using end-of-quarter data from 1-A Table In Force Supplement.

• Future excess of end of March, June, and September number over average of December 31st numbers are projected to remain at the corresponding last known rate.

• Future end of March, June, and September numbers are projected from December 31st numbers and excess end-of-quarter 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 2010 Trustees Report intermediate set of assumptions.

Table III.B48.—Children of Retired Workers With Benefits In Force 

and as a Percent of Male Retired Workers In Force

(End of calendar years 1980-2009 and calendar quarters 2010-19)

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

1980 ............... 366,016 3.382 ... 145,083 1.341 ... 171,642 1.586 ... 682,741 6.308

1985 ............... 301,217 2.488 ... 175,085 1.446 ... 18,094 .149 ... 494,396 4.083

1990 ............... 259,284 1.958 ... 214,797 1.622 ... 16,796 .127 ... 490,877 3.708

1995 ............... 265,792 1.878 ... 252,183 1.782 ... 16,615 .117 ... 534,590 3.777

2000 ............... 279,517 1.884 ... 269,577 1.817 ... 17,316 .117 ... 566,410 3.818

2001 ............... 284,474 1.898 ... 271,863 1.814 ... 17,595 .117 ... 573,932 3.830

2002 ............... 291,086 1.921 ... 278,383 1.837 ... 18,994 .125 ... 588,463 3.883

2003 ............... 295,461 1.930 ... 280,488 1.833 ... 19,257 .126 ... 595,206 3.889

2004 ............... 297,226 1.919 ... 282,598 1.824 ... 15,197 .098 ... 595,021 3.841

2005 ............... 303,427 1.930 ... 287,041 1.826 ... 15,437 .098 ... 605,905 3.854

2006 ............... 305,075 1.913 ... 290,327 1.820 ... 16,314 .102 ... 611,716 3.836

2007 ............... 305,574 1.886 ... 296,754 1.832 ... 17,325 .107 ... 619,653 3.824

2008 ............... 311,176 1.880 ... 326,653 1.973 ... 18,254 .110 ... 656,083 3.963

2009 ............... 327,428 1.907 ... 351,286 2.046 ... 20,393 .119 ... 699,107 4.072

2010-I............. 333,346 1.919 0.011 355,345 2.046 0.006 30,881 .178 0.515 719,571 4.143

2010-II ........... 336,867 1.921 .014 355,710 2.029 .002 25,123 .143 .233 717,700 4.093

2010-III.......... 337,473 1.914 .009 358,269 2.032 .003 10,225 .058 -.498 705,967 4.004

2010-IV.......... 336,846 1.901 ... 358,975 2.025 ... 20,349 .115 ... 716,170 4.041

2011-I............. 343,992 1.922 .012 361,284 2.018 .001 30,952 .173 .501 736,228 4.113

2011-II ........... 347,578 1.923 .014 363,510 2.011 .002 25,775 .143 .233 736,864 4.077

2011-III .......... 348,704 1.919 .009 366,133 2.015 .003 10,635 .059 -.498 725,472 3.992

2011-IV.......... 348,549 1.907 ... 366,862 2.008 ... 21,451 .117 ... 736,862 4.032

2012-I............. 356,339 1.929 .012 369,217 1.999 .001 32,607 .177 .501 758,163 4.104

2012-II ........... 360,445 1.930 .014 371,488 1.989 .002 27,136 .145 .233 759,070 4.065

2012-III.......... 362,001 1.927 .009 374,163 1.992 .003 11,189 .060 -.498 747,353 3.978

2012-IV.......... 362,220 1.917 ... 374,904 1.984 ... 22,556 .119 ... 759,680 4.020

2013-I............. 370,676 1.939 .012 377,295 1.974 .001 34,254 .179 .501 782,224 4.092

2013-II ........... 375,305 1.941 .014 379,600 1.963 .002 28,480 .147 .233 783,385 4.051

2013-III.......... 377,277 1.939 .009 382,318 1.965 .003 11,732 .060 -.498 771,327 3.964

2013-IV.......... 377,851 1.929 ... 383,059 1.956 ... 23,630 .121 ... 784,540 4.006

2014-I............. 386,834 1.953 .012 385,482 1.946 .001 35,894 .181 .501 808,210 4.081

2014-II ........... 391,827 1.956 .014 387,817 1.936 .002 29,851 .149 .233 809,495 4.042

2014-III.......... 394,044 1.955 .009 390,574 1.938 .003 12,300 .061 -.498 796,919 3.954

2014-IV.......... 394,800 1.947 ... 391,312 1.930 ... 24,780 .122 ... 810,892 3.999

2015-I............. 403,359 1.967 .012 393,624 1.920 .001 37,213 .181 .501 834,195 4.068

2015-II ........... 407,744 1.966 .014 395,845 1.909 .002 30,600 .148 .233 834,190 4.023

2015-III.......... 409,245 1.962 .009 398,497 1.910 .003 12,469 .060 -.498 820,212 3.931

2015-IV.......... 409,239 1.950 ... 399,089 1.901 ... 24,845 .118 ... 833,173 3.969

2016-I............. 417,491 1.967 .012 401,304 1.890 .001 37,335 .176 .501 856,131 4.033

2016-II ........... 421,416 1.963 .014 403,428 1.879 .002 30,721 .143 .233 855,565 3.986

2016-III.......... 422,361 1.956 .009 405,989 1.880 .003 12,527 .058 -.498 840,877 3.893

2016-IV.......... 421,759 1.941 ... 406,452 1.870 ... 24,976 .115 ... 853,187 3.926

2017-I............. 429,615 1.955 .012 408,582 1.859 .001 37,581 .171 .501 875,777 3.985

2017-II ........... 433,009 1.949 .014 410,617 1.848 .002 30,964 .139 .233 874,590 3.936

2017-III.......... 433,343 1.938 .009 413,099 1.848 .003 12,642 .057 -.498 859,084 3.842

2017-IV.......... 432,099 1.921 ... 413,445 1.838 ... 25,238 .112 ... 870,782 3.871

2018-I............. 439,653 1.933 .012 415,512 1.827 .001 37,944 .167 .501 893,108 3.926

2018-II ........... 442,633 1.924 .014 417,482 1.815 .002 31,237 .136 .233 891,353 3.875

2018-III.......... 442,488 1.912 .009 419,906 1.814 .003 12,743 .055 -.498 875,137 3.781

2018-IV.......... 440,738 1.893 ... 420,160 1.804 ... 25,419 .109 ... 886,317 3.806

2019-I............. 448,359 1.904 .012 422,183 1.793 .001 38,080 .162 .501 908,622 3.859

2019-II ........... 451,316 1.896 .014 424,109 1.781 .002 31,237 .131 .233 906,662 3.808

2019-III.......... 451,085 1.883 .009 426,495 1.781 .003 12,698 .053 -.498 890,278 3.717

2019-IV.......... 449,220 1.864 ... 426,676 1.770 ... 25,239 .105 ... 901,135 3.739
OASI Numbers

141

Sources:

• End of year numbers of children shown earlier.

• Historical excess of end of March, June, and September numbers over average of December 31st numbers calculated using end-of-quarter data from 1-A Table Current-Payment

Supplement.

• Future excess of end of March, June, and September numbers over average of December 31st numbers are projected to remain at the corresponding last known rate.

• Future end of March, June, and September numbers are projected from December 31st numbers and excess end-of-quarter 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 2010 Trustees Report intermediate set of assumptions.

Table III.B49.—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 1980-2009 and calendar quarters 2010-19)

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

1980............... 354,797 3.391 ... 140,548 1.343 ... 143,366 1.370 ... 638,711 6.105

1985............... 284,315 2.405 ... 157,011 1.328 ... 14,800 .125 ... 456,126 3.859

1990............... 235,970 1.817 ... 173,196 1.334 ... 12,206 .094 ... 421,372 3.245

1995............... 241,721 1.737 ... 188,762 1.356 ... 10,878 .078 ... 441,361 3.171

2000............... 255,887 1.732 ... 191,507 1.296 ... 11,459 .078 ... 458,853 3.106

2005............... 281,445 1.798 ... 191,919 1.226 ... 14,800 .095 ... 488,164 3.119

2006............... 282,065 1.777 ... 192,086 1.210 ... 15,525 .098 ... 489,676 3.086

2007............... 281,751 1.749 ... 195,999 1.217 ... 16,400 .102 ... 494,150 3.067

2008............... 285,842 1.737 ... 221,892 1.348 ... 17,303 .105 ... 525,037 3.191

2009............... 300,777 1.762 ... 240,844 1.411 ... 19,247 .113 ... 560,868 3.286

2010-I............ 305,793 1.772 0.009 243,264 1.410 0.005 29,092 .169 0.512 578,149 3.350

2010-II........... 309,730 1.777 .015 243,317 1.396 a 23,906 .137 .243 576,952 3.311

2010-III ......... 310,347 1.771 .010 244,779 1.397 a 9,592 .055 -.501 564,719 3.223

2010-IV ......... 309,436 1.756 ... 246,002 1.396 ... 19,206 .109 ... 574,644 3.261

2011-I ............ 315,493 1.773 .011 247,246 1.389 a 29,308 .165 .506 592,048 3.327

2011-II........... 319,587 1.779 .015 248,572 1.383 a 24,527 .136 .243 592,686 3.298

2011-III ......... 320,685 1.775 .010 250,089 1.384 a 9,976 .055 -.501 580,750 3.214

2011-IV ......... 320,197 1.763 ... 251,360 1.384 ... 20,246 .111 ... 591,803 3.258

2012-I............. 326,827 1.780 .011 252,639 1.376 a 30,875 .168 .506 610,341 3.324

2012-II........... 331,427 1.786 .015 254,002 1.368 a 25,822 .139 .243 611,251 3.293

2012-III ......... 332,921 1.783 .010 255,559 1.369 a 10,496 .056 -.501 598,977 3.208

2012-IV ......... 332,763 1.772 ... 256,866 1.367 ... 21,289 .113 ... 610,918 3.252

2013-I............. 339,982 1.789 .011 258,166 1.359 a 32,435 .171 .506 630,583 3.318

2013-II........... 345,095 1.795 .015 259,553 1.350 a 27,100 .141 .243 631,748 3.287

2013-III ......... 346,974 1.794 .010 261,138 1.350 a 11,006 .057 -.501 619,117 3.201

2013-IV ......... 347,125 1.783 ... 262,467 1.348 ... 22,302 .115 ... 631,894 3.246

2014-I............. 354,805 1.802 .011 263,791 1.340 a 33,987 .173 .506 652,583 3.315

2014-II........... 360,290 1.810 .015 265,202 1.332 a 28,405 .143 .243 653,897 3.284

2014-III ......... 362,397 1.809 .010 266,816 1.332 a 11,539 .058 -.501 640,752 3.198

2014-IV ......... 362,698 1.799 ... 268,169 1.330 ... 23,388 .116 ... 654,255 3.246

2015-I............. 369,962 1.815 .011 269,401 1.322 a 35,237 .173 .506 674,600 3.309

2015-II........... 374,926 1.819 .015 270,723 1.313 a 29,119 .141 .243 674,767 3.274

2015-III ......... 376,375 1.815 .010 272,251 1.313 a 11,698 .056 -.501 660,324 3.184

2015-IV ......... 375,960 1.802 ... 273,513 1.311 ... 23,451 .112 ... 672,924 3.225

2016-I............. 382,920 1.814 .011 274,668 1.302 a 35,355 .168 .506 692,942 3.283

2016-II........... 387,491 1.816 .015 275,914 1.293 a 29,235 .137 .243 692,640 3.246

2016-III ......... 388,430 1.809 .010 277,372 1.292 a 11,752 .055 -.501 677,553 3.156

2016-IV ......... 387,453 1.793 ... 278,557 1.289 ... 23,574 .109 ... 689,584 3.192

2017-I............. 394,032 1.804 .011 279,645 1.280 a 35,587 .163 .506 709,264 3.246

2017-II........... 398,143 1.802 .015 280,827 1.271 a 29,465 .133 .243 708,435 3.207

2017-III ......... 398,524 1.793 .010 282,223 1.270 a 11,860 .053 -.501 692,606 3.116

2017-IV ......... 396,947 1.775 ... 283,342 1.267 ... 23,822 .107 ... 704,111 3.148

2018-I............. 403,235 1.783 .011 284,383 1.257 a 35,931 .159 .506 723,549 3.199

2018-II........... 406,991 1.780 .015 285,519 1.249 a 29,726 .130 .243 722,236 3.158

2018-III ......... 406,934 1.769 .010 286,873 1.247 a 11,955 .052 -.501 705,762 3.067

2018-IV ......... 404,885 1.749 ... 287,946 1.244 ... 23,993 .104 ... 716,824 3.096

2019-I............. 411,220 1.757 .011 288,951 1.234 a 36,060 .154 .506 736,231 3.145

2019-II........... 414,972 1.753 .015 290,052 1.225 a 29,726 .126 .243 734,750 3.104

2019-III ......... 414,836 1.742 .010 291,374 1.223 a 11,912 .050 -.501 718,123 3.015

2019-IV ......... 412,671 1.722 ... 292,411 1.220 ... 23,822 .099 ... 728,904 3.042

a Between -0.0005 and 0.0005.
Benefit Payments

142

Sources:

• End of year numbers of children shown earlier.

• Historical excess of end of March, June, and September numbers over average of December 31st numbers calculated using end-of-quarter data from 1-A Table In Force Supplement.

• Future excess of end of March, June, and September numbers over average of December 31st numbers are projected to remain at the corresponding last known rate.

• Future end of March, June, and September numbers are projected from December 31st numbers and excess end-of-quarter ratios.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B50.—Children of Deceased Workers With Benefits In Force

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar 

period

Minor children Disabled children Student children

Number Excess Number Excess Number Excess Total

1980 ............... 1,891,842 ... 278,400 ... 534,359 ... 2,704,601

1985 ............... 1,554,005 ... 345,187 ... 68,545 ... 1,967,737

1990 ............... 1,382,261 ... 412,203 ... 66,220 ... 1,860,684

1995 ............... 1,438,153 ... 483,457 ... 69,602 ... 1,991,212

2000 ............... 1,407,611 ... 537,183 ... 71,149 ... 2,015,943

2001 ............... 1,400,964 ... 547,333 ... 71,900 ... 2,020,197

2002 ............... 1,397,451 ... 553,256 ... 76,634 ... 2,027,341

2003 ............... 1,392,939 ... 562,362 ... 78,902 ... 2,034,203

2004 ............... 1,379,624 ... 571,712 ... 64,339 ... 2,015,675

2005 ............... 1,375,923 ... 583,302 ... 65,307 ... 2,024,532

2006 ............... 1,365,803 ... 593,710 ... 66,810 ... 2,026,323

2007 ............... 1,347,831 ... 608,676 ... 69,340 ... 2,025,847

2008 ............... 1,325,908 ... 660,235 ... 71,315 ... 2,057,458

2009 ............... 1,304,738 ... 691,836 ... 74,852 ... 2,071,426

2010-I............. 1,302,554 0.001 695,654 0.002 105,113 0.416 2,103,320

2010-II ........... 1,301,147 .003 694,890 -.003 81,463 .106 2,077,501

2010-III.......... 1,295,722 .001 697,842 -.002 38,108 -.478 2,031,672

2010-IV.......... 1,290,266 ... 702,126 ... 72,466 ... 2,064,858

2011-I............. 1,289,911 .002 703,446 -.002 102,774 .422 2,096,131

2011-II ........... 1,288,733 .003 705,164 -.003 79,770 .106 2,073,668

2011-III .......... 1,284,373 .001 708,130 -.002 37,532 -.478 2,030,035

2011-IV.......... 1,279,980 ... 712,446 ... 71,790 ... 2,064,216

2012-I............. 1,280,667 .002 713,707 -.002 101,858 .422 2,096,232

2012-II ........... 1,280,540 .003 715,371 -.003 79,093 .106 2,075,004

2012-III.......... 1,277,250 .001 718,301 -.002 37,229 -.478 2,032,780

2012-IV.......... 1,273,925 ... 722,601 ... 71,241 ... 2,067,767

2013-I............. 1,275,447 .002 723,745 -.002 101,067 .422 2,100,259

2013-II ........... 1,276,161 .003 725,299 -.003 78,468 .106 2,079,928

2013-III.......... 1,273,722 .001 728,136 -.002 36,931 -.478 2,038,789

2013-IV.......... 1,271,246 ... 732,362 ... 70,661 ... 2,074,269

2014-I............. 1,273,400 .002 733,360 -.002 100,339 .422 2,107,099

2014-II ........... 1,274,750 .003 734,774 -.003 77,977 .106 2,087,500

2014-III.......... 1,272,950 .001 737,487 -.002 36,734 -.478 2,047,172

2014-IV.......... 1,271,111 ... 741,607 ... 70,352 ... 2,083,070

2015-I............. 1,273,322 .002 742,455 -.002 100,112 .422 2,115,889

2015-II ........... 1,274,728 .003 743,725 -.003 77,966 .106 2,096,419

2015-III.......... 1,272,985 .001 746,310 -.002 36,807 -.478 2,056,102

2015-IV.......... 1,271,202 ... 750,318 ... 70,642 ... 2,092,162

2016-I............. 1,273,372 .002 751,023 -.002 100,553 .422 2,124,948

2016-II ........... 1,274,738 .003 752,155 -.003 78,331 .106 2,105,224

2016-III.......... 1,272,955 .001 754,617 -.002 36,990 -.478 2,064,562

2016-IV.......... 1,271,132 ... 758,517 ... 71,012 ... 2,100,661

2017-I............. 1,273,272 .002 759,084 -.002 101,211 .422 2,133,567

2017-II ........... 1,274,608 .003 760,083 -.003 78,945 .106 2,113,636

2017-III.......... 1,272,795 .001 762,427 -.002 37,328 -.478 2,072,549

2017-IV.......... 1,270,942 ... 766,223 ... 71,752 ... 2,108,917

2018-I............. 1,272,817 .002 766,668 -.002 102,184 .422 2,141,669

2018-II ........... 1,273,886 .003 767,550 -.003 79,641 .106 2,121,077

2018-III.......... 1,271,809 .001 769,789 -.002 37,627 -.478 2,079,226

2018-IV.......... 1,269,693 ... 773,495 ... 72,271 ... 2,115,459

2019-I............. 1,272,052 .002 773,820 -.002 102,560 .422 2,148,432

2019-II ........... 1,273,607 .003 774,586 -.003 79,653 .106 2,127,845

2019-III.......... 1,272,016 .001 776,722 -.002 37,500 -.478 2,086,238

2019-IV.......... 1,270,385 ... 780,337 ... 71,773 ... 2,122,495
OASI Numbers

143

Sources:

• End of year numbers of children shown earlier.

• Historical excess of end of March, June, and September numbers over average of December 31st numbers calculated using end-of-quarter data from 1-A Table in Current-Payment

Status Supplement.

• Future excess of end of March, June, and September numbers over average of December 31st numbers are projected to remain at the corresponding last known rate.

• Future end of March, June, and September numbers are projected from December 31st numbers and excess end-of-quarter ratios.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B51.—Children of Deceased Workers With Benefits In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar 

period

Minor children Disabled children Student children

Number Excess Number Excess Number Excess Total

1980................ 1,883,438 ... 276,738 ... 449,744 ... 2,609,920

1985................ 1,525,203 ... 335,753 ... 57,264 ... 1,918,220

1990................ 1,333,815 ... 390,108 ... 52,938 ... 1,776,861

1995................ 1,386,127 ... 446,579 ... 51,156 ... 1,883,862

2000................ 1,346,095 ... 480,426 ... 51,565 ... 1,878,086

2001................ 1,345,462 ... 486,887 ... 57,354 ... 1,889,703

2002................ 1,350,293 ... 492,985 ... 64,357 ... 1,907,635

2003................ 1,344,784 ... 498,659 ... 66,264 ... 1,909,707

2004................ 1,335,640 ... 503,242 ... 62,469 ... 1,901,351

2005................ 1,331,407 ... 508,119 ... 63,951 ... 1,903,477

2006............... 1,320,697 ... 512,787 ... 65,378 ... 1,898,862

2007............... 1,302,606 ... 521,376 ... 67,724 ... 1,891,706

2008............... 1,280,131 ... 564,813 ... 69,580 ... 1,914,524

2009............... 1,258,744 ... 589,705 ... 72,699 ... 1,921,148

2010-I............. 1,256,494 0.001 592,530 0.001 102,129 0.416 1,951,153

2010-II............ 1,254,560 .002 592,750 -.002 78,976 .104 1,926,285

2010-III .......... 1,249,990 .001 595,433 -.002 36,952 -.479 1,882,375

2010-IV ......... 1,244,889 ... 598,588 ... 70,387 ... 1,913,864

2011-I ............. 1,244,104 .001 599,513 -.002 99,896 .423 1,943,514

2011-II............ 1,242,691 .002 601,643 -.002 77,336 .104 1,921,670

2011-III .......... 1,239,139 .001 604,349 -.002 36,393 -.479 1,879,881

2011-IV ......... 1,235,058 ... 607,533 ... 69,728 ... 1,912,319

2012-I............. 1,235,274 .001 608,408 -.002 99,004 .423 1,942,685

2012-II............ 1,234,867 .002 610,505 -.002 76,679 .104 1,922,050

2012-III .......... 1,232,336 .001 613,186 -.002 36,100 -.479 1,881,622

2012-IV ......... 1,229,276 ... 616,353 ... 69,196 ... 1,914,825

2013-I............. 1,230,291 .001 617,128 -.002 98,235 .423 1,945,654

2013-II............ 1,230,687 .002 619,143 -.002 76,074 .104 1,925,904

2013-III .......... 1,228,966 .001 621,751 -.002 35,810 -.479 1,886,528

2013-IV ......... 1,226,717 ... 624,851 ... 68,632 ... 1,920,200

2014-I............. 1,228,335 .001 625,498 -.002 97,527 .423 1,951,359

2014-II............ 1,229,336 .002 627,401 -.002 75,597 .104 1,932,335

2014-III .......... 1,228,223 .001 629,906 -.002 35,620 -.479 1,893,748

2014-IV ......... 1,226,580 ... 632,908 ... 68,332 ... 1,927,820

2015-I............. 1,228,250 .001 633,428 -.002 97,308 .423 1,958,985

2015-II............ 1,229,304 .002 635,220 -.002 75,587 .104 1,940,112

2015-III .......... 1,228,243 .001 637,621 -.002 35,691 -.479 1,901,555

2015-IV ......... 1,226,652 ... 640,526 ... 68,615 ... 1,935,793

2016-I............. 1,228,283 .001 640,925 -.002 97,737 .423 1,966,946

2016-II............ 1,229,299 .002 642,613 -.002 75,942 .104 1,947,854

2016-III .......... 1,228,199 .001 644,916 -.002 35,868 -.479 1,908,983

2016-IV ......... 1,226,570 ... 647,728 ... 68,974 ... 1,943,272

2017-I............. 1,228,173 .001 648,011 -.002 98,376 .423 1,974,560

2017-II............ 1,229,161 .002 649,597 -.002 76,537 .104 1,955,294

2017-III .......... 1,228,033 .001 651,804 -.002 36,196 -.479 1,916,033

2017-IV ......... 1,226,376 ... 654,526 ... 69,693 ... 1,950,595

2018-I............. 1,227,730 .001 654,700 -.002 99,322 .423 1,981,752

2018-II............ 1,228,468 .002 656,192 -.002 77,212 .104 1,961,871

2018-III .......... 1,227,091 .001 658,311 -.002 36,486 -.479 1,921,888

2018-IV ......... 1,225,187 ... 660,949 ... 70,197 ... 1,956,333

2019-I............. 1,226,998 .001 661,021 -.002 99,688 .423 1,987,706

2019-II............ 1,228,194 .002 662,422 -.002 77,222 .104 1,967,839

2019-III .......... 1,227,277 .001 664,458 -.002 36,362 -.479 1,928,098

2019-IV ......... 1,225,831 ... 667,017 ... 69,712 ... 1,962,560
Benefit Payments

144

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 2010 Trustees Report intermediate set of assumptions.

Table III.B52.—Young Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980 ............... 55 400 1,558 4,261 9,559 16,339 27,236 45,818 58,784 43,919 ... 207,929

1985 ............... 16 281 1,397 3,930 8,727 14,586 18,503 22,346 23,997 22,173 ... 115,956

1990 ............... 16 178 1,090 3,491 7,674 13,148 16,551 16,460 16,567 18,714 ... 93,889

1995 ............... 8 123 809 2,861 6,861 11,455 15,366 14,917 13,839 16,189 ... 82,428

2000 ............... 4 64 479 1,826 5,046 9,599 12,704 12,689 11,322 13,167 ... 66,900

2001 ............... 6 66 424 1,729 4,734 9,188 12,527 12,410 10,860 12,772 ... 64,716

2002 ............... 4 56 422 1,632 4,447 8,906 12,282 12,126 10,480 12,459 ... 62,814

2003 ............... 3 51 367 1,484 4,195 8,515 11,987 11,885 10,218 11,799 1,974 62,478

2004 ............... 3 56 353 1,354 3,891 8,120 11,759 11,693 9,813 11,519 804 59,365

2005 ............... 1 49 341 1,350 3,606 7,579 11,279 11,513 9,423 10,632 1,044 56,817

2006 ............... ... 44 342 1,291 3,337 7,086 10,728 11,237 9,133 10,356 1,293 54,847

2007 ............... ... 52 331 1,238 3,250 6,473 10,205 10,927 8,625 9,958 1,708 52,767

2008 ............... 5 52 331 1,203 3,061 6,188 9,876 10,692 8,444 9,697 1,912 51,461

2009 ............... 2 63 374 1,248 3,018 6,010 9,914 10,817 8,610 9,582 1,805 51,443

2010 ............... 2 62 394 1,287 2,998 5,936 9,694 10,824 8,689 9,649 1,677 51,213

2011 ............... 3 65 399 1,344 3,016 5,919 9,605 10,933 8,803 9,731 1,767 51,584

2012 ............... 3 66 410 1,388 3,079 6,034 9,556 11,047 9,027 9,782 1,874 52,267

2013 ............... 4 72 430 1,436 3,179 6,080 9,694 11,236 9,214 10,033 1,824 53,200

2014 ............... 4 73 452 1,495 3,273 6,205 9,847 11,474 9,444 10,353 1,851 54,472

2015 ............... 4 75 461 1,545 3,369 6,324 10,012 11,621 9,636 10,599 1,907 55,553

2016 ............... 4 76 472 1,575 3,457 6,429 10,150 11,757 9,799 10,790 1,948 56,457

2017 ............... 4 77 478 1,602 3,525 6,534 10,306 11,861 9,927 10,968 1,978 57,259

2018 ............... 4 78 486 1,631 3,584 6,640 10,406 12,002 10,048 11,108 2,016 58,005

2019 ............... 4 79 490 1,658 3,643 6,728 10,523 12,123 10,163 11,238 2,045 58,694

Young husbands

1980 ............... ........................ 4...... 4

1985 ............... ... ... 3 3 13 12 8 20 44 69 ... 172

1990 ............... ... ... ... 2 1 1 10 7 40 58 ... 119

1995 ............... ... ... ... ... 1 3 6 13 27 42 ... 92

2000 ............... ... ... ... ... 1 2 5 12 30 39 ... 89

2001 ............... ... ... ... ... 3 3 5 12 23 43 ... 89

2002 ............... ... ... ... ... 1 6 6 10 19 39 ... 81

2003 ............... ... ... ... ... ... 5 11 9 20 31 4 80

2004 ............... ............ ... 5 9 9 30 40 1 94

2005 ............... ... ... ... ... 1 7 8 11 37 41 4 109

2006 ............... ... ... ... ... 1 5 9 12 41 41 4 113

2007 ............... ... ... ... ... ... 5 6 12 31 45 5 104

2008 ............... ... ... ... ... ... 3 6 14 29 49 4 105

2009 ............... ... ... ... ... ... 2 4 22 35 63 2 128

2010 ............... ... ... ... ... ... 2 5 24 37 66 3 137

2011 ............... ... ... ... ... ... 2 5 25 38 65 5 141

2012 ............... ... ... ... ... ... 2 6 24 43 67 4 146

2013 ............... ... ... ... ... ... 2 6 23 49 67 5 153

2014 ............... ... ... ... ... ... 2 6 24 51 71 5 160

2015 ............... ... ... ... ... ... 2 6 25 53 74 5 167

2016 ............... ... ... ... ... ... 2 7 26 55 75 5 171

2017 ............... ... ... ... ... ... 2 7 27 55 78 5 174

2018 ............... ... ... ... ... ... 2 7 27 55 80 5 177

2019 ............... ... ... ... ... ... 2 7 27 56 81 6 179

Total

1980 ............... 55 400 1,558 4,261 9,559 16,339 27,236 45,818 58,788 43,919 ... 207,933

1985 ............... 16 281 1,400 3,933 8,740 14,598 18,511 22,366 24,041 22,242 ... 116,128

1990 ............... 16 178 1,090 3,493 7,675 13,149 16,561 16,467 16,607 18,772 ... 94,008

1995 ............... 8 123 809 2,861 6,862 11,458 15,372 14,930 13,866 16,231 ... 82,520

2000 ............... 4 64 479 1,826 5,047 9,601 12,709 12,701 11,352 13,206 ... 66,989

2001 ............... 6 66 424 1,729 4,737 9,191 12,532 12,422 10,883 12,815 ... 64,805

2002 ............... 4 56 422 1,632 4,448 8,912 12,288 12,136 10,499 12,498 ... 62,895

2003 ............... 3 51 367 1,484 4,195 8,520 11,998 11,894 10,238 11,830 1,978 62,558

2004 ............... 3 56 353 1,354 3,891 8,125 11,768 11,702 9,843 11,559 805 59,459

2005 ............... 1 49 341 1,350 3,607 7,586 11,287 11,524 9,460 10,673 1,048 56,926

2006 ............... ... 44 342 1,291 3,338 7,091 10,737 11,249 9,174 10,397 1,297 54,960

2007 ............... ... 52 331 1,238 3,250 6,478 10,211 10,939 8,656 10,003 1,713 52,871

2008 ............... 5 52 331 1,203 3,061 6,191 9,882 10,706 8,473 9,746 1,916 51,566

2009 ............... 2 63 374 1,248 3,018 6,012 9,918 10,839 8,645 9,645 1,807 51,571

2010 ............... 2 62 394 1,287 2,999 5,938 9,699 10,848 8,726 9,715 1,680 51,349

2011 ............... 3 65 399 1,344 3,016 5,921 9,610 10,957 8,841 9,796 1,772 51,725

2012 ............... 3 66 410 1,388 3,079 6,036 9,562 11,071 9,070 9,849 1,878 52,413

2013 ............... 4 72 430 1,436 3,179 6,082 9,700 11,260 9,263 10,099 1,829 53,353

2014 ............... 4 73 452 1,495 3,273 6,208 9,853 11,498 9,495 10,424 1,857 54,632

2015 ............... 4 75 461 1,545 3,369 6,326 10,019 11,646 9,689 10,673 1,912 55,719

2016 ............... 4 76 472 1,575 3,458 6,431 10,156 11,784 9,854 10,866 1,954 56,628

2017 ............... 4 77 478 1,602 3,526 6,536 10,312 11,887 9,982 11,046 1,984 57,434

2018 ............... 4 78 486 1,631 3,585 6,642 10,413 12,029 10,104 11,189 2,022 58,183

2019 ............... 4 79 490 1,658 3,643 6,731 10,529 12,151 10,219 11,319 2,050 58,873
OASI Numbers

145

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 2010 Trustees Report intermediate set of assumptions.

Table III.B53.—Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers

(By age and gender, calendar years, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980........... 0.298 1.463 5.072 12.687 28.127 47.288 83.116 158.023 229.804 111.206 9.971 687.055

1985........... .289 2.186 7.362 16.411 34.509 56.850 72.248 96.535 117.156 78.870 10.030 492.446

1986........... .280 1.779 6.901 16.487 36.055 56.841 72.522 90.623 108.807 77.628 10.805 478.728

1987........... .256 1.875 6.442 16.583 32.075 53.481 70.575 82.948 97.026 72.433 8.828 442.522

1988........... .223 1.047 5.799 16.060 30.180 49.345 61.939 72.749 87.109 112.160 11.204 447.815

1989........... .143 1.379 5.284 13.952 28.603 50.149 63.116 69.134 80.113 115.055 11.283 438.210

1990........... .101 1.196 5.206 13.142 28.693 44.901 58.717 65.456 74.099 121.679 12.502 425.690

1991........... .082 1.227 4.974 12.027 26.900 44.801 55.780 61.540 70.736 137.315 15.921 431.302

1992........... .094 1.096 4.792 12.842 26.310 41.188 55.204 57.772 67.247 136.311 16.428 419.285

1993........... .080 1.002 3.943 12.052 26.568 39.844 53.755 55.711 63.311 81.325 10.668 348.257

1994........... .164 .855 3.667 11.559 24.235 37.405 49.605 54.619 60.917 52.778 7.580 303.382

1995........... .083 .816 3.932 10.862 22.123 37.383 49.594 48.928 57.757 48.462 7.313 287.254

1996........... .172 .603 2.584 9.821 22.277 33.683 43.538 47.983 52.446 46.019 7.012 266.140

1997........... .071 .599 2.325 8.385 18.832 30.987 41.135 45.521 49.044 44.147 6.571 247.617

1998........... .141 .457 2.533 7.142 18.102 30.082 38.140 43.611 46.848 43.329 6.826 237.211

1999........... .101 .471 2.205 6.413 16.797 29.387 37.415 40.630 45.931 40.983 6.732 227.064

2000........... .015 .304 2.260 6.070 16.152 30.347 40.661 40.589 42.515 38.807 7.373 225.092

2001........... .031 .462 1.771 5.807 14.864 26.771 36.691 38.555 40.603 36.198 7.224 208.977

2002........... .015 .320 1.762 5.374 14.026 26.319 35.698 38.422 36.965 37.024 8.142 204.067

2003........... .015 .351 1.495 5.355 13.106 24.640 35.716 36.067 37.333 35.029 6.667 195.774

2004........... .000 .406 1.746 4.665 11.571 22.857 33.555 34.729 33.570 34.037 5.492 182.627

2005........... .014 .283 1.316 4.654 10.001 19.903 28.164 31.673 29.678 30.796 5.206 161.687

2006........... .000 .240 1.662 4.282 9.746 19.059 28.760 32.219 29.374 29.344 3.324 158.008

2007........... .000 .387 1.449 3.758 9.396 15.851 26.495 28.202 26.710 30.669 4.461 147.378

2008........... .064 .334 1.465 3.431 8.584 15.459 24.994 27.834 25.675 29.672 5.025 142.538

2009........... .012 .322 1.619 4.202 8.049 15.673 24.938 29.278 25.616 27.947 4.455 142.109

2010........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2011........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2012........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2013........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2014........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2015........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2016........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2017........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2018........... .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

2019 .027 .337 1.539 3.871 8.452 15.631 25.216 28.618 25.818 28.975 4.646 143.130

Young husbands

1980........... .000 .000 .000 .000 .000 .000 .000 .000 .050 .000 .000 .050

1985........... .000 .000 .048 .048 .209 .193 .129 .322 .707 1.109 .096 2.861

1986........... .000 .000 .000 .148 .099 .264 .198 .280 .478 .824 .049 2.339

1987........... .000 .000 .051 .085 .102 .119 .153 .153 .392 .545 .051 1.653

1988........... .000 .000 .000 .017 .017 .034 .086 .052 .378 .704 .017 1.304

1989........... .000 .000 .018 .018 .018 .000 .000 .125 .305 .430 .036 .949

1990........... .000 .000 .000 .000 .000 .000 .118 .051 .202 .438 .034 .842

1991........... .000 .000 .000 .000 .016 .066 .082 .066 .295 .475 .033 1.031

1992........... .000 .000 .016 .000 .000 .031 .031 .016 .251 .486 .063 .893

1993........... .000 .000 .000 .000 .000 .000 .000 .000 .207 .413 .048 .668

1994........... .000 .000 .000 .000 .000 .000 .000 .000 .214 .477 .049 .740

1995........... .000 .000 .000 .000 .000 .000 .000 .000 .217 .400 .033 .650

1996........... .000 .000 .000 .000 .000 .000 .000 .000 .190 .379 .035 .603

1997........... .000 .000 .000 .000 .000 .000 .000 .000 .194 .352 .035 .581

1998........... .000 .000 .000 .000 .000 .035 .070 .088 .211 .334 .035 .774

1999........... .000 .000 .000 .000 .000 .034 .017 .067 .353 .236 .034 .741

2000........... .000 .000 .000 .000 .029 .029 .044 .015 .101 .203 .029 .449

2001........... .000 .000 .000 .000 .031 .015 .031 .031 .154 .247 .015 .524

2002........... .000 .000 .000 .000 .015 .073 .073 .058 .131 .189 .073 .612

2003........... .000 .000 .000 .000 .000 .061 .076 .061 .168 .275 .061 .702

2004........... .000 .000 .000 .000 .015 .030 .030 .075 .241 .286 .015 .692

2005........... .000 .000 .014 .000 .000 .028 .014 .057 .212 .340 .028 .693

2006........... .000 .000 .000 .000 .030 .030 .105 .060 .195 .359 .060 .838

2007........... .000 .000 .000 .000 .000 .014 .029 .014 .100 .244 .043 .445

2008........... .000 .000 .000 .000 .000 .013 .039 .064 .116 .219 .051 .501

2009........... .000 .000 .000 .000 .012 .012 .023 .149 .218 .333 .069 .815

2010........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2011........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2012........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2013........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2014........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2015........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2016........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2017........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2018........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649

2019........... .000 .000 .000 .000 .006 .012 .029 .098 .164 .280 .059 .649
Benefit Payments

146

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.B54.—Awards to Young Spouses of Retired Workers

(By age and gender, calendar years 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980 ............... 24 118 409 1,023 2,268 3,813 6,702 12,742 18,530 8,967 804 55,400

1985 ............... 18 136 458 1,021 2,147 3,537 4,495 6,006 7,289 4,907 624 30,638

1990 ............... 6 71 309 780 1,703 2,665 3,485 3,885 4,398 7,222 742 25,266

1995 ............... 5 49 236 652 1,328 2,244 2,977 2,937 3,467 2,909 439 17,243

2000 ............... 1 21 156 419 1,115 2,095 2,807 2,802 2,935 2,679 509 15,539

2001 ............... 2 30 115 377 965 1,738 2,382 2,503 2,636 2,350 469 13,567

2002 ............... 1 22 121 369 963 1,807 2,451 2,638 2,538 2,542 559 14,011

2003 ............... 1 23 98 351 859 1,615 2,341 2,364 2,447 2,296 437 12,832

2004 ............... ... 27 116 310 769 1,519 2,230 2,308 2,231 2,262 365 12,137

2005 ............... 1 20 93 329 707 1,407 1,991 2,239 2,098 2,177 368 11,430

2006 ............... ... 16 111 286 651 1,273 1,921 2,152 1,962 1,960 222 10,554

2007 ............... ... 27 101 262 655 1,105 1,847 1,966 1,862 2,138 311 10,274

2008 ............... 5 26 114 267 668 1,203 1,945 2,166 1,998 2,309 391 11,092

2009 ............... 1 28 141 366 701 1,365 2,172 2,550 2,231 2,434 388 12,377

2010 ............... 2 28 130 327 714 1,321 2,131 2,418 2,181 2,448 393 12,093

2011 ............... 2 30 135 341 744 1,376 2,219 2,519 2,272 2,550 409 12,598

2012 ............... 2 31 141 355 775 1,432 2,311 2,622 2,366 2,655 426 13,116

2013 ............... 3 32 147 369 805 1,489 2,402 2,725 2,459 2,760 442 13,631

2014 ............... 3 33 152 383 836 1,545 2,493 2,829 2,552 2,864 459 14,149

2015 ............... 3 33 153 385 840 1,553 2,506 2,844 2,566 2,880 462 14,225

2016 ............... 3 34 154 387 845 1,562 2,520 2,860 2,580 2,895 464 14,302

2017 ............... 3 34 155 390 851 1,573 2,538 2,880 2,599 2,917 468 14,407

2018 ............... 3 34 156 393 858 1,587 2,560 2,905 2,621 2,942 472 14,531

2019 ............... 3 34 158 396 865 1,600 2,582 2,930 2,643 2,966 476 14,653

Young husbands

1980 ............... ........................ 4...... 4

1985 ............... ... ... 3 3 13 12 8 20 44 69 6 178

1990 ............... ... ... ... ... ... ... 7 3 12 26 2 50

1995 ............... ... ... ... ... ... ... ... ... 13 24 2 39

2000 ............... ... ... ... ... 2 2 3 1 7 14 2 31

2001 ............... ... ... ... ... 2 1 2 2 10 16 1 34

2002 ............... ... ... ... ... 1 5 5 4 9 13 5 42

2003 ............... ............ ... 4 5 4 11 18 4 46

2004 ............... ... ... ... ... 1 2 2 5 16 19 1 46

2005 ............... ... ... 1 ... ... 2 1 4 15 24 2 49

2006 ............... ... ... ... ... 2 2 7 4 13 24 4 56

2007 ............... ............ ... 1 2 1 7 17 3 31

2008 ............... ............ ... 1 3 5 9 17 4 39

2009 ............... ... ... ... ... 1 1 2 13 19 29 6 71

2010 ............... ............ ... 1 2 8 14 24 5 55

2011 ............... ... ... ... ... 1 1 3 9 14 25 5 57

2012 ............... ... ... ... ... 1 1 3 9 15 26 5 59

2013 ............... ... ... ... ... 1 1 3 9 16 27 6 62

2014 ............... ... ... ... ... 1 1 3 10 16 28 6 64

2015 ............... ... ... ... ... 1 1 3 10 16 28 6 64

2016 ............... ... ... ... ... 1 1 3 10 16 28 6 65

2017 ............... ... ... ... ... 1 1 3 10 17 28 6 65

2018 ............... ... ... ... ... 1 1 3 10 17 28 6 66

2019 ............... ... ... ... ... 1 1 3 10 17 29 6 66

Total

1980 ............... 24 118 409 1,023 2,268 3,813 6,702 12,742 18,534 8,967 804 55,404

1985 ............... 18 136 461 1,024 2,160 3,549 4,503 6,026 7,333 4,976 630 30,816

1990 ............... 6 71 309 780 1,703 2,665 3,492 3,888 4,410 7,248 744 25,316

1995 ............... 5 49 236 652 1,328 2,244 2,977 2,937 3,480 2,933 441 17,282

2000 ............... 1 21 156 419 1,117 2,097 2,810 2,803 2,942 2,693 511 15,570

2001 ............... 2 30 115 377 967 1,739 2,384 2,505 2,646 2,366 470 13,601

2002 ............... 1 22 121 369 964 1,812 2,456 2,642 2,547 2,555 564 14,053

2003 ............... 1 23 98 351 859 1,619 2,346 2,368 2,458 2,314 441 12,878

2004 ............... ... 27 116 310 770 1,521 2,232 2,313 2,247 2,281 366 12,183

2005 ............... 1 20 94 329 707 1,409 1,992 2,243 2,113 2,201 370 11,479

2006 ............... ... 16 111 286 653 1,275 1,928 2,156 1,975 1,984 226 10,610

2007 ............... ... 27 101 262 655 1,106 1,849 1,967 1,869 2,155 314 10,305

2008 ............... 5 26 114 267 668 1,204 1,948 2,171 2,007 2,326 395 11,131

2009 ............... 1 28 141 366 702 1,366 2,174 2,563 2,250 2,463 394 12,448

2010 ............... 2 28 130 327 715 1,322 2,133 2,426 2,195 2,472 398 12,148

2011 ............... 2 30 135 341 744 1,377 2,222 2,527 2,287 2,575 414 12,655

2012 ............... 2 31 141 355 775 1,434 2,313 2,632 2,381 2,681 431 13,176

2013 ............... 3 32 147 369 805 1,490 2,404 2,735 2,475 2,786 448 13,693

2014 ............... 3 33 152 383 836 1,546 2,496 2,839 2,569 2,892 465 14,214

2015 ............... 3 33 153 385 841 1,555 2,509 2,854 2,582 2,907 468 14,289

2016 ............... 3 34 154 387 845 1,563 2,523 2,869 2,596 2,923 470 14,367

2017 ............... 3 34 155 390 851 1,575 2,541 2,890 2,615 2,945 474 14,472

2018 ............... 3 34 156 393 859 1,588 2,563 2,915 2,638 2,970 478 14,597

2019 ............... 3 34 158 396 866 1,602 2,585 2,940 2,660 2,995 482 14,720
OASI Numbers

147

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B55.—Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980........... a 4.500 4.878 5.280 5.900 5.906 6.003 5.391 5.401 5.997 ... 5.658

1985........... a 4.982 6.943 5.802 6.726 7.062 7.210 7.044 7.818 9.241 ... 7.580

1986........... a 4.247 7.399 7.043 7.310 7.302 7.277 7.281 7.710 8.667 ... 7.627

1987........... a 7.031 8.394 8.254 8.278 8.975 8.490 8.345 8.869 9.018 ... 8.676

1988........... a 11.765 7.388 8.679 8.374 9.036 8.824 8.918 8.989 8.909 ... 8.864

1989........... a 8.947 9.689 7.730 8.125 8.473 8.310 8.253 8.833 8.850 ... 8.504

1990........... a 7.303 9.450 8.737 7.780 7.956 8.199 2.114 8.807 8.363 ... 7.237

1991........... a 8.108 9.378 8.787 7.951 7.246 8.087 8.215 8.732 8.180 ... 8.152

1992........... a 5.128 9.091 9.552 9.151 8.340 8.458 7.911 9.197 9.308 ... 8.735

1993........... a 12.736 7.368 7.862 7.503 8.306 8.900 8.577 9.539 9.074 ... 8.745

1994........... a 8.333 10.495 8.741 8.404 7.948 8.183 8.254 8.747 8.237 ... 8.329

1995........... a 6.504 11.001 9.088 8.279 8.468 8.219 8.829 9.054 8.320 ... 8.584

1996........... a 9.910 16.134 15.752 18.172 20.066 20.243 17.911 14.265 10.987 ... 16.590

1997........... a 15.534 17.213 17.241 19.514 20.898 21.294 18.386 14.811 11.198 ... 17.279

1998........... a 8.750 17.691 19.068 20.223 22.365 22.323 19.124 14.795 11.308 ... 17.928

1999........... a 9.333 17.842 19.462 20.510 22.481 22.205 19.500 14.678 11.383 ... 18.042

2000........... a 6.250 12.944 19.113 19.798 21.565 20.379 18.481 14.238 10.602 ... 17.085

2001........... a 12.121 16.509 17.178 20.110 20.581 20.460 18.114 13.794 10.977 ... 16.892

2002........... a 14.286 13.507 16.667 19.789 19.167 19.940 17.335 13.244 10.643 ... 16.226

2003........... a 5.882 11.717 16.375 19.166 19.190 19.229 17.148 13.104 8.899 3.698 15.261

2004........... a 8.929 11.615 17.356 19.841 19.791 19.636 17.515 13.064 11.312 9.577 16.309

2005........... a 6.122 13.783 17.556 19.634 20.240 19.647 16.859 13.541 9.612 8.238 15.964

2006........... a 9.091 9.942 18.745 20.348 20.364 19.789 17.487 14.267 11.375 10.209 16.597

2007........... a 13.462 12.387 19.305 20.277 21.088 20.637 18.889 14.864 11.478 12.354 17.278

2008........... a 7.692 13.897 18.371 19.569 21.332 20.636 18.519 15.253 12.127 10.094 17.229

2009........... a 9.524 10.963 15.465 19.152 19.002 19.114 17.805 14.901 12.127 9.640 16.331

2010........... a 7.891 10.881 15.485 19.214 19.018 19.100 17.791 14.906 12.110 11.958 16.391

2011........... a 8.652 11.061 15.493 19.178 19.003 19.109 17.796 14.893 12.109 11.958 16.369

2012........... a 8.644 10.860 15.442 19.204 18.999 19.089 17.795 14.894 12.114 11.958 16.352

2013........... a 8.475 10.901 15.440 19.213 19.008 19.112 17.788 14.886 12.116 11.958 16.351

2014........... a 8.533 10.952 15.469 19.185 19.000 19.104 17.788 14.891 12.113 11.958 16.337

2015........... a 8.546 10.884 15.482 19.195 19.003 19.113 17.781 14.888 12.114 11.958 16.330

2016........... a 8.537 10.969 15.472 19.209 19.002 19.105 17.785 14.889 12.114 11.958 16.327

2017........... a 8.531 10.899 15.456 19.208 19.000 19.107 17.778 14.888 12.114 11.958 16.323

2018........... a 8.530 10.942 15.467 19.197 19.003 19.107 17.784 14.886 12.113 11.958 16.324

2019........... a 8.530 10.935 15.475 19.193 19.004 19.108 17.783 14.887 12.114 11.958 16.324

Young husbands

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a In force counts are too small to yield meaningful withheld rates.
Benefit Payments

148

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B56.—Young Spouses of Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980 ............... 3 18 76 225 564 965 1,635 2,470 3,175 2,634 ... 11,765

1985 ............... 1 14 97 228 587 1,030 1,334 1,574 1,876 2,049 ... 8,790

1990 ............... 2 13 103 305 597 1,046 1,357 348 1,459 1,565 ... 6,795

1995 ............... 1 8 89 260 568 970 1,263 1,317 1,253 1,347 ... 7,076

2000 ............... 4 4 62 349 999 2,070 2,589 2,345 1,612 1,396 ... 11,430

2001 ............... 3 8 70 297 952 1,891 2,563 2,248 1,498 1,402 ... 10,932

2002 ............... 3 8 57 272 880 1,707 2,449 2,102 1,388 1,326 ... 10,192

2003 ............... 3 3 43 243 804 1,634 2,305 2,038 1,339 1,050 73 9,535

2004 ............... 3 5 41 235 772 1,607 2,309 2,048 1,282 1,303 77 9,682

2005 ............... ... 3 47 237 708 1,534 2,216 1,941 1,276 1,022 86 9,070

2006 ............... ... 4 34 242 679 1,443 2,123 1,965 1,303 1,178 132 9,103

2007 ............... ... 7 41 239 659 1,365 2,106 2,064 1,282 1,143 211 9,117

2008 ............... 1 4 46 221 599 1,320 2,038 1,980 1,288 1,176 193 8,866

2009 ............... 1 6 41 193 578 1,142 1,895 1,926 1,283 1,162 174 8,401

2010 ............... 1 5 43 199 576 1,129 1,851 1,926 1,295 1,168 201 8,394

2011 ............... 1 6 44 208 578 1,125 1,835 1,946 1,311 1,178 211 8,444

2012 ............... 1 6 45 214 591 1,146 1,824 1,966 1,345 1,185 224 8,547

2013 ............... 1 6 47 222 611 1,156 1,853 1,999 1,372 1,216 218 8,699

2014 ............... 1 6 50 231 628 1,179 1,881 2,041 1,406 1,254 221 8,899

2015 ............... 1 6 50 239 647 1,202 1,914 2,066 1,435 1,284 228 9,072

2016 ............... 1 7 52 244 664 1,222 1,939 2,091 1,459 1,307 233 9,218

2017 ............... 1 7 52 248 677 1,241 1,969 2,109 1,478 1,329 237 9,347

2018 ............... 1 7 53 252 688 1,262 1,988 2,135 1,496 1,346 241 9,469

2019 ............... 1 7 54 256 699 1,279 2,011 2,156 1,513 1,361 245 9,581

Young husbands

1980 ............... ....................................

1985 ............... ... ... ... ... 1 1 1 1 6 8 ... 18

1990 ............... ... ... ... 1 ... ... ... ... 4 9 ... 14

1995 ............... ............... ... 2 2 3 7 ... 14

2000 ............... ............ ... 1 3 4 6 13 ... 27

2001 ............... ............ ... 1 3 4 6 13 ... 27

2002 ............... ............ ... 1 4 4 4 14 ... 27

2003 ............... ............... ... 4 2 2 6 1 15

2004 ............... ............ ... 1 1 2 9 11 1 25

2005 ............... ... ... ... ... 1 3 1 3 12 10 2 32

2006 ............... ... ... ... ... 1 2 3 2 17 10 ... 35

2007 ............... ............ ... 1 2 2 14 11 3 33

2008 ............... ............ ... 2 3 2 10 16 3 36

2009 ............... ............ ... 1 3 7 7 20 ... 38

2010 ............... ............... ... 3 5 9 21 1 39

2011 ............... ... ... ... ... ... ... 3 5 8 21 1 39

2012 ............... ............... ... 3 5 9 21 1 41

2013 ............... ... ... ... ... ... ... 4 6 11 22 1 44

2014 ............... ............ ... 1 4 6 11 23 1 46

2015 ............... ............ ... 1 4 6 12 24 1 47

2016 ............... ............ ... 1 4 6 12 24 1 48

2017 ............... ............ ... 1 4 7 12 26 1 50

2018 ............... ............ ... 1 4 7 12 26 1 50

2019 ............... ............ ... 1 4 7 12 26 1 51

Total

1980 ............... 3 18 76 225 564 965 1,635 2,470 3,175 2,634 ... 11,765

1985 ............... 1 14 97 228 588 1,031 1,335 1,575 1,882 2,057 ... 8,808

1990 ............... 2 13 103 306 597 1,046 1,357 348 1,463 1,574 ... 6,809

1995 ............... 1 8 89 260 568 970 1,265 1,319 1,256 1,354 ... 7,090

2000 ............... 4 4 62 349 999 2,071 2,592 2,349 1,618 1,409 ... 11,457

2001 ............... 3 8 70 297 952 1,892 2,566 2,252 1,504 1,415 ... 10,959

2002 ............... 3 8 57 272 880 1,708 2,453 2,106 1,392 1,340 ... 10,219

2003 ............... 3 3 43 243 804 1,634 2,309 2,040 1,341 1,056 74 9,550

2004 ............... 3 5 41 235 772 1,608 2,310 2,050 1,291 1,314 78 9,707

2005 ............... ... 3 47 237 709 1,537 2,217 1,944 1,288 1,032 88 9,102

2006 ............... ... 4 34 242 680 1,445 2,126 1,967 1,320 1,188 132 9,138

2007 ............... ... 7 41 239 659 1,366 2,108 2,066 1,296 1,154 214 9,150

2008 ............... 1 4 46 221 599 1,322 2,041 1,982 1,298 1,192 196 8,902

2009 ............... 1 6 41 193 578 1,143 1,898 1,933 1,290 1,182 174 8,439

2010 ............... 1 5 43 199 576 1,129 1,854 1,931 1,304 1,190 201 8,433

2011 ............... 1 6 44 208 578 1,125 1,838 1,951 1,319 1,200 213 8,483

2012 ............... 1 6 45 214 591 1,147 1,827 1,971 1,354 1,206 225 8,588

2013 ............... 1 6 47 222 611 1,156 1,856 2,004 1,383 1,237 219 8,743

2014 ............... 1 6 50 231 628 1,180 1,885 2,047 1,417 1,277 223 8,945

2015 ............... 1 6 50 239 647 1,202 1,917 2,073 1,446 1,308 229 9,119

2016 ............... 1 7 52 244 664 1,222 1,943 2,097 1,471 1,332 234 9,266

2017 ............... 1 7 52 248 677 1,242 1,973 2,115 1,490 1,354 238 9,396

2018 ............... 1 7 53 252 688 1,262 1,992 2,141 1,508 1,372 242 9,519

2019 ............... 1 7 54 256 699 1,279 2,015 2,163 1,525 1,388 246 9,632
OASI Numbers

149

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B57.—Young Spouses of Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980............... 52 382 1,482 4,036 8,995 15,374 25,601 43,348 55,609 41,285 ... 196,164

1985............... 15 267 1,300 3,702 8,140 13,556 17,169 20,772 22,121 20,124 ... 107,166

1990............... 14 165 987 3,186 7,077 12,102 15,194 16,112 15,108 17,149 ... 87,094

1995............... 7 115 720 2,601 6,293 10,485 14,103 13,600 12,586 14,842 ... 75,352

2000............... ... 60 417 1,477 4,047 7,529 10,115 10,344 9,710 11,771 ... 55,470

2001............... 3 58 354 1,432 3,782 7,297 9,964 10,162 9,362 11,370 ... 53,784

2002............... 1 48 365 1,360 3,567 7,199 9,833 10,024 9,092 11,133 ... 52,622

2003............... ... 48 324 1,241 3,391 6,881 9,682 9,847 8,879 10,749 1,901 52,943

2004............... ... 51 312 1,119 3,119 6,513 9,450 9,645 8,531 10,216 727 49,683

2005............... 1 46 294 1,113 2,898 6,045 9,063 9,572 8,147 9,610 958 47,747

2006............... ... 40 308 1,049 2,658 5,643 8,605 9,272 7,830 9,178 1,161 45,744

2007............... ... 45 290 999 2,591 5,108 8,099 8,863 7,343 8,815 1,497 43,650

2008............... 4 48 285 982 2,462 4,868 7,838 8,712 7,156 8,521 1,719 42,595

2009............... 1 57 333 1,055 2,440 4,868 8,019 8,891 7,327 8,420 1,631 43,042

2010............... 2 57 351 1,088 2,422 4,807 7,842 8,898 7,394 8,480 1,476 42,819

2011............... 2 60 354 1,136 2,437 4,794 7,769 8,987 7,492 8,553 1,556 43,141

2012............... 2 60 366 1,174 2,488 4,887 7,732 9,081 7,683 8,597 1,650 43,720

2013............... 2 66 383 1,214 2,568 4,924 7,841 9,237 7,843 8,817 1,606 44,501

2014............... 3 67 403 1,264 2,645 5,026 7,966 9,433 8,038 9,099 1,630 45,573

2015............... 3 68 411 1,306 2,722 5,122 8,099 9,554 8,201 9,315 1,679 46,481

2016............... 3 70 420 1,331 2,793 5,207 8,211 9,666 8,340 9,483 1,715 47,239

2017............... 3 71 426 1,355 2,848 5,293 8,337 9,752 8,449 9,639 1,742 47,913

2018............... 3 71 433 1,379 2,896 5,378 8,418 9,868 8,553 9,763 1,775 48,537

2019............... 3 72 437 1,401 2,944 5,450 8,512 9,967 8,650 9,877 1,800 49,112

Young husbands

1980............... ........................ 4...... 4

1985............... ... ... 3 3 12 11 7 19 38 61 ... 154

1990............... ... ... ... 1 1 1 10 7 36 49 ... 105

1995............... ... ... ... ... 1 3 4 11 24 35 ... 78

2000............... ... ... ... ... 1 1 2 8 24 26 ... 62

2001............... ... ... ... ... 3 2 2 8 17 30 ... 62

2002............... ... ... ... ... 1 5 2 6 15 25 ... 54

2003............... ............ ... 5 7 7 18 25 3 65

2004............... ............ ... 4 8 7 21 29 ... 69

2005............... ............ ... 4 7 8 25 31 2 77

2006............... ... ... ... ... ... 3 6 10 24 31 4 78

2007............... ... ... ... ... ... 4 4 10 17 34 2 71

2008............... ... ... ... ... ... 1 3 12 19 33 1 69

2009............... ... ... ... ... ... 1 1 15 28 43 2 90

2010............... ... ... ... ... ... 2 2 18 28 45 2 97

2011............... ... ... ... ... ... 2 2 19 30 44 4 102

2012............... ... ... ... ... ... 1 3 18 34 45 3 105

2013............... ... ... ... ... ... 2 2 18 38 45 4 109

2014............... ... ... ... ... ... 2 3 18 40 47 4 114

2015............... ... ... ... ... ... 2 3 19 41 50 4 119

2016............... ... ... ... ... ... 2 3 20 43 51 4 122

2017............... ... ... ... ... ... 2 3 20 43 52 4 125

2018............... ... ... ... ... ... 2 3 20 43 54 4 127

2019............... ... ... ... ... ... 2 3 21 44 55 4 128

Total

1980............... 52 382 1,482 4,036 8,995 15,374 25,601 43,348 55,613 41,285 ... 196,168

1985............... 15 267 1,303 3,705 8,152 13,567 17,176 20,791 22,159 20,185 ... 107,320

1990............... 14 165 987 3,187 7,078 12,103 15,204 16,119 15,144 17,198 ... 87,199

1995............... 7 115 720 2,601 6,294 10,488 14,107 13,611 12,610 14,877 ... 75,430

2000............... ... 60 417 1,477 4,048 7,530 10,117 10,352 9,734 11,797 ... 55,532

2001............... 3 58 354 1,432 3,785 7,299 9,966 10,170 9,379 11,400 ... 53,846

2002............... 1 48 365 1,360 3,568 7,204 9,835 10,030 9,107 11,158 ... 52,676

2003............... ... 48 324 1,241 3,391 6,886 9,689 9,854 8,897 10,774 1,904 53,008

2004............... ... 51 312 1,119 3,119 6,517 9,458 9,652 8,552 10,245 727 49,752

2005............... 1 46 294 1,113 2,898 6,049 9,070 9,580 8,172 9,641 960 47,824

2006............... ... 40 308 1,049 2,658 5,646 8,611 9,282 7,854 9,209 1,165 45,822

2007............... ... 45 290 999 2,591 5,112 8,103 8,873 7,360 8,849 1,499 43,721

2008............... 4 48 285 982 2,462 4,869 7,841 8,724 7,175 8,554 1,720 42,664

2009............... 1 57 333 1,055 2,440 4,869 8,020 8,906 7,355 8,463 1,633 43,132

2010............... 2 57 351 1,088 2,423 4,809 7,844 8,917 7,422 8,525 1,479 42,916

2011............... 2 60 354 1,136 2,438 4,796 7,772 9,006 7,522 8,597 1,560 43,242

2012............... 2 60 366 1,174 2,488 4,889 7,735 9,100 7,716 8,643 1,653 43,826

2013............... 2 66 383 1,214 2,568 4,926 7,843 9,255 7,880 8,862 1,609 44,610

2014............... 3 67 403 1,264 2,645 5,028 7,968 9,451 8,078 9,147 1,634 45,687

2015............... 3 68 411 1,306 2,722 5,124 8,102 9,574 8,242 9,365 1,683 46,600

2016............... 3 70 420 1,331 2,794 5,209 8,213 9,686 8,383 9,534 1,719 47,362

2017............... 3 71 426 1,355 2,848 5,294 8,339 9,772 8,492 9,691 1,746 48,037

2018............... 3 71 433 1,379 2,897 5,380 8,421 9,888 8,596 9,817 1,779 48,664

2019............... 3 72 437 1,401 2,944 5,452 8,515 9,988 8,694 9,932 1,804 49,241
Benefit Payments

150

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 2010 Trustees Report intermediate set of assumptions.

Table III.B58.—Young Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980 ............... 984 12,853 37,340 67,259 87,579 100,008 111,450 103,084 65,998 22,858 319 609,732

1985 ............... 424 8,887 33,792 63,430 81,818 73,400 57,313 42,609 26,224 16,247 489 404,633

1990 ............... 347 5,821 25,564 57,725 72,650 68,066 46,055 29,180 18,766 14,769 977 339,920

1995 ............... 257 4,570 17,864 45,684 68,195 65,355 47,524 25,984 15,603 12,704 1,882 305,622

2000 ............... 149 3,027 12,149 29,375 52,430 59,037 45,400 25,665 13,558 10,490 879 252,159

2001 ............... 134 2,919 11,299 28,020 48,867 57,382 45,374 25,335 13,445 10,127 810 243,712

2002 ............... 105 2,925 10,932 26,871 45,518 55,830 45,447 25,054 13,338 9,903 585 236,508

2003 ............... 100 2,736 10,783 25,906 42,527 53,908 45,417 25,170 13,018 9,662 827 230,054

2004 ............... 82 2,674 10,596 24,865 40,089 51,759 44,671 25,242 12,834 9,320 923 223,055

2005 ............... 62 2,549 10,588 23,468 38,302 49,077 44,324 25,444 12,725 8,997 1,510 217,046

2006 ............... 65 2,384 10,522 22,263 36,894 45,754 42,628 25,257 12,476 8,850 1,559 208,652

2007 ............... 65 2,297 10,447 21,552 35,345 43,044 41,358 25,162 12,131 8,753 1,579 201,733

2008 ............... 59 2,207 10,155 21,090 34,018 40,419 40,203 25,139 12,106 8,576 1,735 195,707

2009 ............... 37 1,996 9,717 20,951 32,887 38,815 39,424 25,294 12,052 8,537 1,947 191,657

2010 ............... 48 1,917 9,392 20,901 31,550 37,837 38,273 25,098 12,195 8,408 2,023 187,641

2011 ............... 44 1,934 9,116 20,858 30,579 37,266 36,894 24,881 12,333 8,221 2,059 184,185

2012 ............... 45 1,928 8,894 20,681 30,193 36,577 35,830 24,540 12,447 8,064 2,097 181,295

2013 ............... 45 1,918 8,825 20,396 29,984 36,061 34,909 24,235 12,439 8,036 2,037 178,884

2014 ............. ‘ 45 1,916 8,741 20,147 29,928 35,426 34,299 23,949 12,453 8,028 1,966 176,898

2015 ............... 45 1,927 8,686 19,918 29,913 34,821 33,967 23,608 12,405 8,080 1,939 175,309

2016 ............... 45 1,924 8,705 19,719 29,879 34,383 33,758 23,190 12,351 8,144 1,913 174,010

2017 ............... 45 1,927 8,705 19,564 29,775 34,226 33,493 22,876 12,258 8,195 1,915 172,977

2018 ............... 45 1,929 8,704 19,522 29,604 34,151 33,295 22,609 12,181 8,201 1,934 172,176

2019 ............... 45 1,930 8,708 19,471 29,464 34,144 33,059 22,446 12,106 8,215 1,939 171,528

Young widowers

1980 ............... 12 245 1,290 2,624 3,422 3,731 4,044 3,914 2,698 1,042 33 23,055

1985 ............... 2 222 1,684 4,078 6,105 5,736 4,333 2,988 1,879 711 27 27,765

1990 ............... 6 161 1,262 3,906 6,215 6,449 4,168 2,407 1,352 614 34 26,574

1995 ............... 6 126 833 2,623 5,087 5,879 4,699 2,398 1,242 528 40 23,461

2000 ............... 1 103 622 1,737 3,607 5,104 4,555 2,880 1,279 534 39 20,461

2001 ............... 1 100 564 1,766 3,409 5,017 4,606 2,931 1,389 546 47 20,376

2002 ............... 1 103 558 1,735 3,332 4,930 4,801 2,970 1,523 524 37 20,514

2003 ............... 1 91 604 1,684 3,299 4,919 4,829 3,096 1,580 564 35 20,702

2004 ............... 2 98 637 1,679 3,239 4,862 4,798 3,140 1,631 580 34 20,700

2005 ............... ... 78 655 1,603 3,191 4,625 4,679 3,225 1,676 602 45 20,379

2006 ............... ... 74 607 1,504 3,058 4,363 4,550 3,289 1,621 644 50 19,760

2007 ............... ... 67 577 1,472 2,981 4,164 4,533 3,374 1,615 650 50 19,483

2008 ............... ... 57 522 1,517 2,873 4,092 4,563 3,363 1,684 671 53 19,395

2009 ............... 1 53 518 1,544 2,871 4,028 4,721 3,426 1,807 685 57 19,711

2010 ............... 2 55 483 1,551 2,811 4,031 4,686 3,451 1,890 702 61 19,722

2011 ............... 1 54 478 1,528 2,789 4,049 4,590 3,538 1,923 704 67 19,720

2012 ............... 1 56 465 1,499 2,811 4,026 4,544 3,564 1,966 708 73 19,712

2013 ............... 1 56 462 1,472 2,847 3,997 4,513 3,576 1,965 733 74 19,697

2014 ............... 1 56 461 1,468 2,843 3,975 4,487 3,601 1,970 750 70 19,681

2015 ............... 1 56 463 1,446 2,848 3,951 4,494 3,591 1,978 765 71 19,665

2016 ............... 1 56 462 1,444 2,835 3,945 4,502 3,563 2,000 770 72 19,650

2017 ............... 1 56 464 1,437 2,820 3,959 4,494 3,551 2,007 777 72 19,637

2018 ............... 1 56 464 1,435 2,806 3,978 4,484 3,544 2,011 777 75 19,631

2019 ............... 1 56 465 1,436 2,804 3,977 4,477 3,539 2,017 778 76 19,626

Total

1980 ............... 996 13,098 38,630 69,883 91,001 103,739 115,494 106,998 68,696 23,900 352 632,787

1985 ............... 426 9,109 35,476 67,508 87,923 79,136 61,646 45,597 28,103 16,958 516 432,398

1990 ............... 353 5,982 26,826 61,631 78,865 74,515 50,223 31,587 20,118 15,383 1,011 366,494

1995 ............... 263 4,696 18,697 48,307 73,282 71,234 52,223 28,382 16,845 13,232 1,922 329,083

2000 ............... 150 3,130 12,771 31,112 56,037 64,141 49,955 28,545 14,837 11,024 918 272,620

2001 ............... 135 3,019 11,863 29,786 52,276 62,399 49,980 28,266 14,834 10,673 857 264,088

2002 ............... 106 3,028 11,490 28,606 48,850 60,760 50,248 28,024 14,861 10,427 622 257,022

2003 ............... 101 2,827 11,387 27,590 45,826 58,827 50,246 28,266 14,598 10,226 862 250,756

2004 ............... 84 2,772 11,233 26,544 43,328 56,621 49,469 28,382 14,465 9,900 957 243,755

2005 ............... 62 2,627 11,243 25,071 41,493 53,702 49,003 28,669 14,401 9,599 1,555 237,425

2006 ............... 65 2,458 11,129 23,767 39,952 50,117 47,178 28,546 14,097 9,494 1,609 228,412

2007 ............... 65 2,364 11,024 23,024 38,326 47,208 45,891 28,536 13,746 9,403 1,629 221,216

2008 ............... 59 2,264 10,677 22,607 36,891 44,511 44,766 28,502 13,790 9,247 1,788 215,102

2009 ............... 38 2,049 10,235 22,495 35,758 42,843 44,145 28,720 13,859 9,222 2,004 211,368

2010 ............... 49 1,972 9,875 22,451 34,361 41,867 42,959 28,548 14,085 9,110 2,084 207,363

2011 ............... 45 1,988 9,594 22,386 33,368 41,315 41,484 28,419 14,256 8,925 2,126 203,905

2012 ............... 46 1,984 9,359 22,180 33,004 40,603 40,373 28,104 14,413 8,772 2,170 201,007

2013 ............... 46 1,974 9,286 21,868 32,830 40,058 39,423 27,812 14,404 8,769 2,110 198,581

2014 ............... 46 1,972 9,202 21,615 32,771 39,402 38,786 27,549 14,422 8,778 2,036 196,579

2015 ............... 46 1,983 9,149 21,364 32,761 38,772 38,461 27,199 14,383 8,846 2,011 194,974

2016 ............... 46 1,980 9,167 21,163 32,714 38,328 38,260 26,753 14,351 8,913 1,985 193,660

2017 ............... 46 1,983 9,168 21,000 32,595 38,184 37,987 26,427 14,265 8,971 1,987 192,615

2018 ............... 46 1,985 9,168 20,958 32,410 38,129 37,778 26,153 14,192 8,978 2,010 191,807

2019 ............... 46 1,986 9,173 20,907 32,268 38,121 37,537 25,985 14,123 8,993 2,015 191,154
OASI Numbers

151

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 2010 Trustees Report intermediate set of assumptions.

Table III.B59.—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, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980........... 2.685 22.170 40.022 57.072 70.517 75.670 76.234 69.986 44.178 14.342 1.172 474.047

1985........... 1.591 17.388 39.751 57.683 70.965 64.640 49.812 35.755 20.382 9.274 1.481 368.721

1986........... 1.471 17.004 41.256 58.473 69.751 63.991 47.078 33.038 18.999 9.294 1.172 361.527

1987........... 1.448 15.128 37.816 57.662 67.073 63.068 44.519 30.606 17.031 8.664 1.425 344.440

1988........... 1.451 14.557 36.545 56.507 65.204 60.582 42.784 26.702 16.117 8.047 1.318 329.813

1989........... 1.226 13.295 33.879 54.896 62.859 59.214 39.856 24.460 13.807 7.387 1.630 312.509

1990........... 1.271 12.315 32.095 52.953 62.244 57.320 37.007 22.792 12.094 6.818 1.560 298.468

1991........... 1.162 12.234 30.262 51.248 61.402 55.596 38.475 21.353 11.883 6.684 1.679 291.978

1992........... 1.063 10.909 26.440 47.697 58.606 54.705 38.646 21.301 10.975 5.760 1.602 277.702

1993........... .896 10.647 24.781 45.699 59.234 53.049 37.421 20.531 11.018 5.660 1.431 270.365

1994........... .953 9.536 22.643 43.890 57.255 52.542 37.229 19.931 10.195 5.229 1.406 260.808

1995........... .899 9.013 21.500 40.243 55.111 52.430 36.298 18.144 9.136 5.224 1.504 249.502

1996........... .793 7.732 19.768 36.707 54.211 51.959 35.764 18.997 9.141 4.881 1.409 241.360

1997........... .725 7.295 17.942 32.543 49.221 49.720 35.373 19.374 8.919 5.155 1.496 227.763

1998........... .713 7.324 17.430 29.663 46.736 49.974 35.619 19.773 8.919 4.910 1.531 222.592

1999........... .605 6.811 15.756 28.424 45.285 49.677 36.427 20.345 9.050 4.479 1.512 218.371

2000........... .497 6.327 14.937 25.820 41.699 47.272 35.430 19.008 8.239 4.151 1.605 204.984

2001........... .430 6.143 13.917 25.903 40.244 46.985 35.754 18.799 8.126 4.110 1.648 202.060

2002........... .347 6.268 14.206 25.540 38.479 46.174 37.007 19.002 8.666 3.975 1.737 201.400

2003........... .370 5.880 13.822 24.137 36.016 44.763 37.197 18.867 7.986 4.144 1.215 194.398

2004........... .317 5.710 14.105 25.513 35.743 44.772 37.739 19.614 8.345 3.981 1.523 197.360

2005........... .232 5.447 14.073 22.136 33.560 41.992 36.584 20.629 8.229 3.863 1.093 187.837

2006........... .276 5.233 13.614 21.142 30.645 36.724 33.657 18.746 7.918 3.547 .570 172.072

2007........... .272 5.282 13.739 20.143 29.087 35.213 32.788 18.749 7.430 3.701 .777 167.180

2008........... .264 4.687 12.792 18.899 27.666 32.673 32.073 18.809 7.825 3.598 .662 159.947

2009........... .173 3.975 11.679 19.347 28.627 33.776 33.730 19.624 8.002 3.596 .886 163.414

2010........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2011........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2012........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2013........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2014........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2015........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2016........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2017........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2018........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

2019........... .220 4.430 12.393 19.331 28.383 33.648 33.020 19.206 7.848 3.614 .793 162.886

Young widowers

1980........... .214 1.751 3.155 4.502 5.565 5.973 6.020 5.527 3.492 1.129 .090 37.417

1985........... .011 .567 2.422 4.271 5.840 5.196 4.624 3.000 1.855 1.073 .044 28.902

1986........... .023 .609 2.508 4.689 5.737 5.777 4.306 2.829 1.911 .845 .040 29.273

1987........... .035 .572 2.598 4.642 6.166 5.874 4.350 2.732 1.746 .788 .047 29.549

1988........... .012 .478 2.314 4.300 5.583 5.370 4.127 2.533 1.479 .817 .029 27.042

1989........... .023 .495 2.194 4.238 5.591 5.349 3.846 2.107 1.388 .633 .058 25.922

1990........... .034 .471 1.991 4.305 5.338 5.729 3.869 2.195 1.350 .635 .040 25.957

1991........... .011 .473 1.880 4.054 5.950 6.095 4.343 2.641 1.296 .623 .050 27.415

1992........... .016 .458 1.864 4.229 5.945 6.190 4.583 2.534 1.161 .589 .049 27.617

1993........... .016 .419 1.601 3.789 5.602 5.851 4.722 2.576 1.187 .562 .037 26.360

1994........... .005 .453 1.543 3.565 5.345 5.655 4.407 2.717 1.264 .548 .037 25.539

1995........... .027 .316 1.402 3.152 5.358 5.657 5.042 2.392 1.258 .557 .043 25.203

1996........... .017 .338 1.259 3.034 4.509 5.036 4.581 2.557 1.148 .471 .006 22.957

1997........... .006 .296 1.282 2.291 3.729 4.941 4.158 2.459 1.322 .464 .012 20.957

1998........... .035 .228 1.210 2.543 4.121 5.202 4.337 2.554 1.280 .479 .058 22.047

1999........... .006 .262 1.094 2.297 3.600 5.374 4.671 2.786 1.128 .529 .064 21.811

2000........... .000 .320 1.199 2.278 3.814 4.973 4.488 2.998 1.256 .617 .029 21.972

2001........... .006 .251 1.033 2.413 3.876 5.328 4.814 3.072 1.441 .486 .022 22.742

2002........... .000 .281 1.036 2.288 4.024 5.579 5.050 3.197 1.681 .524 .017 23.677

2003........... .000 .246 1.232 2.358 4.122 5.735 5.432 3.618 1.831 .543 .050 25.168

2004........... .006 .306 1.179 2.496 3.747 5.754 5.537 3.669 1.779 .689 .028 25.191

2005........... .000 .232 1.027 2.053 3.709 4.851 5.193 3.587 1.783 .762 .050 23.245

2006........... .000 .209 .885 1.805 3.220 4.591 4.692 3.497 1.686 .581 .028 21.193

2007........... .000 .193 .935 1.904 3.174 4.285 4.738 3.338 1.621 .584 .023 20.795

2008........... .000 .163 .898 1.785 3.177 4.457 4.979 3.609 1.723 .646 .034 21.470

2009........... .006 .155 .944 2.146 3.659 4.735 5.673 4.044 2.198 .719 .029 24.307

2010........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2011........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2012........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2013........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2014........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2015........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2016........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2017........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2018........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776

2019........... .003 .164 .927 1.985 3.417 4.567 5.286 3.782 1.943 .672 .029 22.776
Benefit Payments

152

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates 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 2010 Trustees Report intermediate set of assumptions.

Table III.B60.—Awards to Young Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980 ............... 566 4,673 8,436 12,030 14,864 15,950 16,069 14,752 9,312 3,023 247 99,922

1985 ............... 289 3,159 7,222 10,480 12,893 11,744 9,050 6,496 3,703 1,685 269 66,990

1990 ............... 224 2,171 5,658 9,335 10,973 10,105 6,524 4,018 2,132 1,202 275 52,617

1995 ............... 168 1,684 4,017 7,519 10,297 9,796 6,782 3,390 1,707 976 281 46,617

2000 ............... 87 1,108 2,616 4,522 7,303 8,279 6,205 3,329 1,443 727 281 35,900

2001 ............... 77 1,100 2,492 4,638 7,206 8,413 6,402 3,366 1,455 736 295 36,180

2002 ............... 63 1,137 2,577 4,633 6,980 8,376 6,713 3,447 1,572 721 315 36,534

2003 ............... 66 1,050 2,468 4,310 6,431 7,993 6,642 3,369 1,426 740 217 34,712

2004 ............... 57 1,027 2,537 4,589 6,429 8,053 6,788 3,528 1,501 716 274 35,499

2005 ............... 42 987 2,550 4,011 6,081 7,609 6,629 3,738 1,491 700 198 34,036

2006 ............... 49 928 2,414 3,749 5,434 6,512 5,968 3,324 1,404 629 101 30,512

2007 ............... 48 932 2,424 3,554 5,132 6,213 5,785 3,308 1,311 653 137 29,497

2008 ............... 47 835 2,279 3,367 4,929 5,821 5,714 3,351 1,394 641 118 28,496

2009 ............... 30 691 2,030 3,363 4,976 5,871 5,863 3,411 1,391 625 154 28,405

2010 ............... 39 779 2,180 3,401 4,994 5,920 5,810 3,379 1,381 636 140 28,659

2011 ............... 39 780 2,182 3,404 4,998 5,925 5,815 3,382 1,382 636 140 28,685

2012 ............... 39 782 2,187 3,411 5,008 5,937 5,826 3,389 1,385 638 140 28,740

2013 ............... 39 782 2,189 3,414 5,012 5,942 5,831 3,392 1,386 638 140 28,766

2014 ............... 39 783 2,191 3,417 5,017 5,947 5,837 3,395 1,387 639 140 28,791

2015 ............... 39 784 2,192 3,419 5,020 5,951 5,840 3,397 1,388 639 140 28,809

2016 ............... 39 784 2,192 3,419 5,020 5,951 5,840 3,397 1,388 639 140 28,808

2017 ............... 39 784 2,194 3,423 5,025 5,958 5,846 3,401 1,389 640 140 28,840

2018 ............... 39 786 2,197 3,428 5,033 5,966 5,855 3,406 1,392 641 141 28,882

2019 ............... 39 786 2,199 3,429 5,035 5,969 5,858 3,407 1,392 641 141 28,898

Young widowers

1980 ............... 45 369 665 949 1,173 1,259 1,269 1,165 736 238 19 7,887

1985 ............... 2 103 440 776 1,061 944 840 545 337 195 8 5,251

1990 ............... 6 83 351 759 941 1,010 682 387 238 112 7 4,576

1995 ............... 5 59 262 589 1,001 1,057 942 447 235 104 8 4,709

2000 ............... ... 56 210 399 668 871 786 525 220 108 5 3,848

2001 ............... 1 45 185 432 694 954 862 550 258 87 4 4,072

2002 ............... ... 51 188 415 730 1,012 916 580 305 95 3 4,295

2003 ............... ... 44 220 421 736 1,024 970 646 327 97 9 4,494

2004 ............... 1 55 212 449 674 1,035 996 660 320 124 5 4,531

2005 ............... ... 42 186 372 672 879 941 650 323 138 9 4,212

2006 ............... ... 37 157 320 571 814 832 620 299 103 5 3,758

2007 ............... ... 34 165 336 560 756 836 589 286 103 4 3,669

2008 ............... ... 29 160 318 566 794 887 643 307 115 6 3,825

2009 ............... 1 27 164 373 636 823 986 703 382 125 5 4,225

2010 ............... 1 29 163 349 601 804 930 665 342 118 5 4,007

2011 ............... 1 29 163 350 602 804 931 666 342 118 5 4,011

2012 ............... 1 29 164 350 603 806 933 667 343 119 5 4,019

2013 ............... 1 29 164 351 604 807 933 668 343 119 5 4,022

2014 ............... 1 29 164 351 604 807 934 668 344 119 5 4,026

2015 ............... 1 29 164 351 604 808 935 669 344 119 5 4,028

2016 ............... 1 29 164 351 604 808 935 669 344 119 5 4,028

2017 ............... 1 29 164 352 605 809 936 670 344 119 5 4,033

2018 ............... 1 29 164 352 606 810 937 671 345 119 5 4,038

2019 ............... 1 29 164 352 606 810 938 671 345 119 5 4,041

Total

1980 ............... 611 5,042 9,101 12,979 16,037 17,209 17,338 15,917 10,048 3,261 266 107,809

1985 ............... 291 3,262 7,662 11,256 13,954 12,688 9,890 7,041 4,040 1,880 277 72,241

1990 ............... 230 2,254 6,009 10,094 11,914 11,115 7,206 4,405 2,370 1,314 282 57,193

1995 ............... 173 1,743 4,279 8,108 11,298 10,853 7,724 3,837 1,942 1,080 289 51,326

2000 ............... 87 1,164 2,826 4,921 7,971 9,150 6,991 3,854 1,663 835 286 39,748

2001 ............... 78 1,145 2,677 5,070 7,900 9,367 7,264 3,916 1,713 823 299 40,252

2002 ............... 63 1,188 2,765 5,048 7,710 9,388 7,629 4,027 1,877 816 318 40,829

2003 ............... 66 1,094 2,688 4,731 7,167 9,017 7,612 4,015 1,753 837 226 39,206

2004 ............... 58 1,082 2,749 5,038 7,103 9,088 7,784 4,188 1,821 840 279 40,030

2005 ............... 42 1,029 2,736 4,383 6,753 8,488 7,570 4,388 1,814 838 207 38,248

2006 ............... 49 965 2,571 4,069 6,005 7,326 6,800 3,944 1,703 732 106 34,270

2007 ............... 48 966 2,589 3,890 5,692 6,969 6,621 3,897 1,597 756 141 33,166

2008 ............... 47 864 2,439 3,685 5,495 6,615 6,601 3,994 1,701 756 124 32,321

2009 ............... 31 718 2,194 3,736 5,612 6,694 6,849 4,114 1,773 750 159 32,630

2010 ............... 39 808 2,344 3,750 5,595 6,724 6,740 4,045 1,723 754 145 32,666

2011 ............... 39 809 2,346 3,754 5,600 6,730 6,746 4,048 1,724 755 145 32,695

2012 ............... 39 811 2,350 3,761 5,611 6,743 6,759 4,056 1,728 756 145 32,759

2013 ............... 39 811 2,352 3,764 5,616 6,749 6,765 4,060 1,729 757 145 32,788

2014 ............... 39 812 2,354 3,768 5,621 6,755 6,771 4,063 1,731 758 145 32,817

2015 ............... 39 813 2,356 3,770 5,624 6,759 6,775 4,066 1,732 758 145 32,837

2016 ............... 39 813 2,356 3,770 5,624 6,759 6,775 4,066 1,732 758 145 32,836

2017 ............... 39 813 2,358 3,774 5,630 6,766 6,782 4,070 1,734 759 146 32,872

2018 ............... 39 815 2,362 3,780 5,639 6,776 6,792 4,076 1,736 760 146 32,920

2019 ............... 39 815 2,363 3,782 5,642 6,780 6,796 4,078 1,737 760 146 32,938
OASI Numbers

153

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B61.—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, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

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

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........... aaaaaaaaaaaa

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........... 9.701 12.744 17.294 21.535 23.726 25.205 26.231 23.635 19.517 12.175 21.481 23.122

2002........... 12.381 12.342 16.868 20.520 23.577 24.089 24.987 23.533 19.321 11.411 23.419 22.413

2003........... 8.000 11.477 16.906 20.659 23.131 23.765 24.372 22.912 19.673 11.592 18.501 22.088

2004........... 6.098 12.341 17.186 21.118 23.717 24.293 24.477 23.588 19.822 12.811 19.068 22.546

2005........... 11.290 12.907 17.624 21.689 24.072 24.920 24.535 23.742 19.984 13.293 14.834 22.862

2006........... 9.231 12.122 17.829 21.906 24.191 25.294 24.489 23.487 20.239 13.186 17.511 22.948

2007........... 9.231 11.711 18.043 22.374 25.463 25.437 25.069 23.889 21.326 14.521 17.606 23.519

2008........... 5.085 12.460 18.444 22.779 25.454 26.156 25.182 24.114 21.617 14.879 15.389 23.776

2009........... 5.405 11.673 16.497 21.226 23.566 24.707 24.059 23.468 21.357 14.572 14.792 22.515

2010........... 1.917 11.708 16.499 21.221 23.557 24.716 24.053 23.469 21.370 14.564 15.884 22.512

2011........... 2.708 11.712 16.494 21.245 23.547 24.714 24.048 23.463 21.371 14.555 15.857 22.500

2012........... 2.629 11.692 16.503 21.251 23.539 24.712 24.051 23.462 21.366 14.583 15.871 22.493

2013........... 2.629 11.694 16.493 21.264 23.529 24.710 24.049 23.458 21.360 14.601 16.011 22.484

2014........... 2.629 11.696 16.477 21.266 23.523 24.710 24.056 23.459 21.347 14.605 15.937 22.474

2015........... 2.629 11.695 16.481 21.261 23.522 24.710 24.058 23.455 21.348 14.616 15.927 22.463

2016........... 2.629 11.696 16.483 21.267 23.529 24.711 24.056 23.450 21.345 14.616 15.938 22.453

2017........... 2.629 11.696 16.481 21.259 23.531 24.711 24.054 23.453 21.346 14.611 15.886 22.444

2018........... 2.629 11.696 16.478 21.259 23.534 24.713 24.054 23.452 21.341 14.607 15.893 22.439

2019........... 2.629 11.696 16.480 21.256 23.535 24.712 24.053 23.457 21.340 14.597 15.912 22.434

Young widowers

1980........... b 43.265 39.457 32.736 22.355 24.899 28.808 35.769 36.286 36.564 18.182 30.800

1985........... b 45.946 42.696 37.862 33.989 32.340 38.380 41.399 42.895 41.069 33.333 37.108

1986........... b 45.161 45.075 41.421 37.433 36.650 40.611 44.204 44.334 41.029 33.333 40.117

1987........... b 42.105 46.457 43.245 40.813 38.877 42.591 47.989 46.751 43.692 38.235 42.513

1988........... b 42.188 44.242 43.206 40.724 38.273 42.111 48.601 46.039 44.240 48.718 42.149

1989........... b 45.294 40.906 42.473 39.443 38.652 40.527 45.801 46.741 44.681 46.809 41.110

1990........... b 24.845 32.884 37.660 39.598 41.541 44.410 48.151 49.038 53.420 52.941 41.714

1991........... b 37.500 42.810 41.125 38.892 39.130 39.611 43.826 43.417 41.611 48.718 40.292

1992........... b 37.063 37.132 37.125 37.134 37.119 37.127 37.102 42.833 42.802 43.860 37.515

1993........... b 34.932 35.010 34.946 34.930 34.944 34.943 34.954 40.854 40.598 41.379 35.333

1994........... b 31.944 37.143 33.018 33.757 33.734 34.635 38.308 37.280 40.000 55.882 34.774

1995........... b 34.127 32.653 35.799 33.595 34.326 36.540 36.864 37.118 42.045 50.000 35.327

1996........... b 45.614 50.401 51.803 52.078 54.158 54.392 49.464 44.333 42.248 59.524 52.026

1997........... b 40.708 50.693 52.427 54.184 53.733 53.103 48.501 43.475 44.603 67.442 51.997

1998........... b 32.558 51.655 52.947 54.207 54.424 53.138 49.436 44.479 41.903 72.973 52.298

1999........... b 42.857 48.068 54.413 54.677 54.894 51.478 49.374 43.361 41.837 73.913 52.118

2000........... b 38.835 52.412 53.656 55.198 53.958 52.404 48.472 44.801 40.449 69.231 52.016

2001........... b 44.000 45.745 54.983 52.919 53.418 51.368 47.151 44.204 37.546 78.723 50.854

2002........... b 36.893 42.294 51.239 50.930 50.568 49.365 44.949 40.053 36.641 94.595 48.240

2003........... b 30.769 39.570 47.684 50.318 48.892 48.312 44.025 40.316 34.397 74.286 46.802

2004........... b 33.673 39.874 48.124 48.842 49.033 47.478 45.701 38.933 34.310 79.412 46.551

2005........... b 32.051 41.527 46.538 48.668 49.297 46.634 45.085 38.962 34.884 73.333 46.165

2006........... b 41.892 43.822 47.407 49.281 48.453 47.121 43.478 38.988 31.522 74.000 45.936

2007........... b 35.821 49.047 48.166 50.117 49.063 47.298 45.110 39.009 34.615 62.000 46.733

2008........... b 33.333 43.487 47.132 48.486 49.585 47.140 44.098 39.252 36.364 71.698 46.197

2009........... b 30.189 38.996 41.839 43.957 44.439 43.487 41.360 37.133 37.080 61.404 42.342

2010........... b 32.639 38.931 41.717 43.945 44.492 43.413 41.384 37.164 37.080 58.024 42.299

2011........... b 32.597 38.831 41.800 43.962 44.491 43.387 41.377 37.212 36.825 56.662 42.278

2012........... b 31.827 38.924 41.737 43.907 44.496 43.450 41.355 37.122 36.939 57.113 42.264

2013........... b 32.121 38.874 41.786 43.928 44.487 43.413 41.352 37.168 36.705 58.177 42.251

2014........... b 31.846 38.855 41.763 43.961 44.456 43.420 41.368 37.126 36.707 58.724 42.235

2015........... b 32.119 38.885 41.776 43.922 44.467 43.446 41.359 37.151 36.821 57.254 42.233

2016........... b 32.044 38.852 41.755 43.948 44.473 43.422 41.358 37.133 36.815 58.174 42.225

2017........... b 32.043 38.870 41.768 43.961 44.484 43.425 41.365 37.147 36.896 57.692 42.232

2018........... b 32.042 38.869 41.761 43.933 44.486 43.426 41.362 37.156 36.837 57.348 42.227

2019........... b 32.043 38.866 41.765 43.956 44.484 43.426 41.364 37.146 36.888 58.065 42.232

a Data not reliable. b In force counts are too small to yield meaningful withheld rates.
Benefit Payments

154

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B62.—Young Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980 .......... 46 820 2,794 5,460 7,055 9,457 16,016 11,843 7,400 1,968 29 62,888

1985 .......... 25 632 3,123 6,439 9,196 9,960 8,766 6,556 4,104 1,597 38 50,436

1990 .......... aaaaaaaaaaaa

1995 .......... 17 342 1,868 5,562 9,330 10,755 8,908 4,727 2,772 1,371 126 45,778

2000 .......... 18 399 2,155 6,431 12,375 15,197 12,056 6,231 2,636 1,264 164 58,926

2005 .......... 7 329 1,866 5,090 9,220 12,230 10,875 6,041 2,543 1,196 224 49,621

2006 .......... 6 289 1,876 4,877 8,925 11,573 10,439 5,932 2,525 1,167 273 47,882

2007 .......... 6 269 1,885 4,822 9,000 10,949 10,368 6,011 2,587 1,271 278 47,446

2008 .......... 3 275 1,873 4,804 8,659 10,572 10,124 6,062 2,617 1,276 267 46,532

2009 .......... 2 233 1,603 4,447 7,750 9,590 9,485 5,936 2,574 1,244 288 43,152

2010 .......... 1 224 1,550 4,435 7,432 9,352 9,206 5,890 2,606 1,225 321 42,243

2011 .......... 1 227 1,504 4,431 7,200 9,210 8,872 5,838 2,636 1,197 327 41,442

2012 .......... 1 225 1,468 4,395 7,107 9,039 8,617 5,758 2,659 1,176 333 40,778

2013 .......... 1 224 1,455 4,337 7,055 8,910 8,395 5,685 2,657 1,173 326 40,220

2014 .......... 1 224 1,440 4,284 7,040 8,754 8,251 5,618 2,658 1,173 313 39,757

2015 .......... 1 225 1,432 4,235 7,036 8,604 8,172 5,537 2,648 1,181 309 39,380

2016 .......... 1 225 1,435 4,194 7,030 8,496 8,121 5,438 2,636 1,190 305 39,071

2017 .......... 1 225 1,435 4,159 7,007 8,458 8,056 5,365 2,617 1,197 304 38,824

2018 .......... 1 226 1,434 4,150 6,967 8,440 8,009 5,302 2,600 1,198 307 38,634

2019 .......... 1 226 1,435 4,139 6,934 8,438 7,952 5,265 2,583 1,199 308 38,481

Young widowers

1980 .......... 2 106 509 859 765 929 1,165 1,400 979 381 6 7,101

1985 .......... 1 102 719 1,544 2,075 1,855 1,663 1,237 806 292 9 10,303

1990 .......... ... 40 415 1,471 2,461 2,679 1,851 1,159 663 328 18 11,085

1995 .......... 3 43 272 939 1,709 2,018 1,717 884 461 222 20 8,288

2000 .......... 1 40 326 932 1,991 2,754 2,387 1,396 573 216 27 10,643

2005 .......... ... 25 272 746 1,553 2,280 2,182 1,454 653 210 33 9,408

2006 .......... ... 31 266 713 1,507 2,114 2,144 1,430 632 203 37 9,077

2007 .......... ... 24 283 709 1,494 2,043 2,144 1,522 630 225 31 9,105

2008 .......... ... 19 227 715 1,393 2,029 2,151 1,483 661 244 38 8,960

2009 .......... ... 16 202 646 1,262 1,790 2,053 1,417 671 254 35 8,346

2010 .......... ... 18 188 647 1,235 1,793 2,035 1,428 702 260 36 8,342

2011 .......... ... 18 186 639 1,226 1,802 1,991 1,464 716 259 38 8,337

2012 .......... ... 18 181 626 1,234 1,791 1,974 1,474 730 261 42 8,331

2013 .......... ... 18 179 615 1,250 1,778 1,959 1,479 731 269 43 8,322

2014 .......... ... 18 179 613 1,250 1,767 1,948 1,490 731 275 41 8,312

2015 .......... ... 18 180 604 1,251 1,757 1,952 1,485 735 282 41 8,305

2016 .......... ... 18 180 603 1,246 1,754 1,955 1,474 743 283 42 8,297

2017 .......... ... 18 180 600 1,240 1,761 1,952 1,469 746 287 42 8,293

2018 .......... ... 18 180 599 1,233 1,770 1,947 1,466 747 286 43 8,290

2019 .......... ... 18 181 600 1,233 1,769 1,944 1,464 749 287 44 8,289

Total

1980 .......... 48 926 3,303 6,319 7,820 10,386 17,181 13,243 8,379 2,349 35 69,989

1985 .......... 26 734 3,842 7,983 11,271 11,815 10,429 7,793 4,910 1,889 47 60,739

1990 .......... aaaaaaaaaaaa

1995 .......... 20 385 2,140 6,501 11,039 12,773 10,625 5,611 3,233 1,593 146 54,066

2000 .......... 19 439 2,481 7,363 14,366 17,951 14,443 7,627 3,209 1,480 191 69,569

2005 .......... 7 354 2,138 5,836 10,773 14,510 13,057 7,495 3,196 1,406 257 59,029

2006 .......... 6 320 2,142 5,590 10,432 13,687 12,583 7,362 3,157 1,370 310 56,959

2007 .......... 6 293 2,168 5,531 10,494 12,992 12,512 7,533 3,217 1,496 309 56,551

2008 .......... 3 294 2,100 5,519 10,052 12,601 12,275 7,545 3,278 1,520 305 55,492

2009 .......... 2 249 1,805 5,093 9,012 11,380 11,538 7,353 3,245 1,498 323 51,498

2010 .......... 1 242 1,738 5,082 8,668 11,145 11,240 7,318 3,308 1,485 357 50,585

2011 .......... 1 244 1,689 5,070 8,427 11,011 10,863 7,302 3,351 1,456 364 49,779

2012 .......... 1 243 1,649 5,021 8,342 10,830 10,592 7,231 3,389 1,437 374 49,109

2013 .......... 1 242 1,635 4,952 8,305 10,689 10,355 7,164 3,387 1,442 369 48,542

2014 .......... 1 242 1,619 4,897 8,290 10,521 10,199 7,108 3,390 1,448 354 48,069

2015 .......... 1 243 1,612 4,839 8,287 10,361 10,124 7,022 3,383 1,463 350 47,685

2016 .......... 1 243 1,614 4,797 8,276 10,251 10,076 6,912 3,379 1,474 347 47,369

2017 .......... 1 243 1,615 4,759 8,246 10,219 10,008 6,834 3,362 1,484 346 47,117

2018 .......... 1 244 1,615 4,750 8,200 10,209 9,956 6,768 3,347 1,484 351 46,924

2019 .......... 1 244 1,616 4,738 8,167 10,207 9,896 6,729 3,333 1,486 353 46,770

a Data not reliable.
OASI Numbers

155

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B63.—Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980........... 938 12,033 34,546 61,799 80,524 90,551 95,434 91,241 58,598 20,890 290 546,844

1985........... 399 8,255 30,669 56,991 72,622 63,440 48,547 36,053 22,120 14,650 451 354,197

1990........... 503 6,499 25,333 53,095 61,596 54,713 36,191 22,827 14,942 12,185 559 288,443

1995........... 240 4,228 15,996 40,122 58,865 54,600 38,616 21,257 12,831 11,333 1,756 259,844

2000........... 131 2,628 9,994 22,944 40,055 43,840 33,344 19,434 10,922 9,226 715 193,233

2001........... 121 2,547 9,345 21,986 37,273 42,919 33,472 19,347 10,821 8,894 636 187,361

2002........... 92 2,564 9,088 21,357 34,786 42,381 34,091 19,158 10,761 8,773 448 183,499

2003........... 92 2,422 8,960 20,554 32,690 41,097 34,348 19,403 10,457 8,542 674 179,239

2004........... 77 2,344 8,775 19,614 30,581 39,185 33,737 19,288 10,290 8,126 747 172,764

2005........... 55 2,220 8,722 18,378 29,082 36,847 33,449 19,403 10,182 7,801 1,286 167,425

2006........... 59 2,095 8,646 17,386 27,969 34,181 32,189 19,325 9,951 7,683 1,286 160,770

2007........... 59 2,028 8,562 16,730 26,345 32,095 30,990 19,151 9,544 7,482 1,301 154,287

2008........... 56 1,932 8,282 16,286 25,359 29,847 30,079 19,077 9,489 7,300 1,468 149,175

2009........... 35 1,763 8,114 16,504 25,137 29,225 29,939 19,358 9,478 7,293 1,659 148,505

2010........... 47 1,692 7,843 16,466 24,117 28,485 29,067 19,207 9,589 7,184 1,702 145,398

2011........... 42 1,708 7,612 16,426 23,378 28,056 28,022 19,043 9,698 7,024 1,733 142,743

2012........... 44 1,703 7,426 16,286 23,086 27,538 27,212 18,782 9,788 6,888 1,764 140,517

2013........... 44 1,694 7,369 16,059 22,929 27,150 26,514 18,550 9,782 6,862 1,711 138,664

2014........... 44 1,692 7,301 15,863 22,888 26,672 26,048 18,331 9,794 6,855 1,652 137,141

2015........... 44 1,701 7,255 15,683 22,877 26,217 25,795 18,071 9,757 6,899 1,630 135,928

2016........... 44 1,699 7,270 15,526 22,849 25,887 25,637 17,752 9,714 6,954 1,608 134,939

2017........... 44 1,701 7,270 15,405 22,769 25,768 25,436 17,511 9,642 6,997 1,611 134,154

2018........... 44 1,703 7,270 15,372 22,637 25,712 25,286 17,307 9,582 7,003 1,627 133,542

2019........... 44 1,704 7,273 15,332 22,529 25,706 25,108 17,181 9,523 7,016 1,630 133,047

Young widowers

1980........... 10 139 781 1,765 2,657 2,802 2,879 2,514 1,719 661 27 15,954

1985........... 1 120 965 2,534 4,030 3,881 2,670 1,751 1,073 419 18 17,462

1990........... 6 121 847 2,435 3,754 3,770 2,317 1,248 689 286 16 15,489

1995........... 3 83 561 1,684 3,378 3,861 2,982 1,514 781 306 20 15,173

2000........... ... 63 296 805 1,616 2,350 2,168 1,484 706 318 12 9,818

2001........... ... 56 306 795 1,605 2,337 2,240 1,549 775 341 10 10,014

2002........... ... 65 322 846 1,635 2,437 2,431 1,635 913 332 2 10,618

2003........... ... 63 365 881 1,639 2,514 2,496 1,733 943 370 9 11,013

2004........... 1 65 383 871 1,657 2,478 2,520 1,705 996 381 7 11,064

2005........... ... 53 383 857 1,638 2,345 2,497 1,771 1,023 392 12 10,971

2006........... ... 43 341 791 1,551 2,249 2,406 1,859 989 441 13 10,683

2007........... ... 43 294 763 1,487 2,121 2,389 1,852 985 425 19 10,378

2008........... ... 38 295 802 1,480 2,063 2,412 1,880 1,023 427 15 10,435

2009........... 1 37 316 898 1,609 2,238 2,668 2,009 1,136 431 22 11,365

2010........... 2 37 295 904 1,576 2,237 2,652 2,023 1,187 442 26 11,380

2011........... 1 36 292 889 1,563 2,248 2,598 2,074 1,207 445 29 11,383

2012........... 1 38 284 873 1,577 2,235 2,569 2,090 1,236 446 31 11,381

2013........... 1 38 282 857 1,596 2,219 2,554 2,097 1,235 464 31 11,375

2014........... 1 38 282 855 1,593 2,208 2,539 2,111 1,238 474 29 11,369

2015........... 1 38 283 842 1,597 2,194 2,541 2,106 1,243 483 30 11,360

2016........... 1 38 283 841 1,589 2,190 2,547 2,089 1,257 486 30 11,353

2017........... 1 38 283 837 1,580 2,198 2,542 2,082 1,262 490 31 11,344

2018........... 1 38 284 836 1,573 2,208 2,537 2,078 1,264 491 32 11,342

2019........... 1 38 284 836 1,572 2,208 2,533 2,075 1,268 491 32 11,337

Total

1980........... 948 12,172 35,327 63,564 83,181 93,353 98,313 93,755 60,317 21,551 317 562,798

1985........... 400 8,375 31,634 59,525 76,652 67,321 51,217 37,804 23,193 15,069 469 371,659

1990........... 509 6,620 26,180 55,530 65,350 58,483 38,508 24,075 15,631 12,471 575 303,932

1995........... 243 4,311 16,557 41,806 62,243 58,461 41,598 22,771 13,612 11,639 1,776 275,017

2000........... 131 2,691 10,290 23,749 41,671 46,190 35,512 20,918 11,628 9,544 727 203,051

2001........... 121 2,603 9,651 22,781 38,878 45,256 35,712 20,896 11,596 9,235 646 197,375

2002........... 92 2,629 9,410 22,203 36,421 44,818 36,522 20,793 11,674 9,105 450 194,117

2003........... 92 2,485 9,325 21,435 34,329 43,611 36,844 21,136 11,400 8,912 683 190,252

2004........... 78 2,409 9,158 20,485 32,238 41,663 36,257 20,993 11,286 8,507 754 183,828

2005........... 55 2,273 9,105 19,235 30,720 39,192 35,946 21,174 11,205 8,193 1,298 178,396

2006........... 59 2,138 8,987 18,177 29,520 36,430 34,595 21,184 10,940 8,124 1,299 171,453

2007........... 59 2,071 8,856 17,493 27,832 34,216 33,379 21,003 10,529 7,907 1,320 164,665

2008........... 56 1,970 8,577 17,088 26,839 31,910 32,491 20,957 10,512 7,727 1,483 159,610

2009........... 36 1,800 8,430 17,402 26,746 31,463 32,607 21,367 10,614 7,724 1,681 159,870

2010........... 48 1,730 8,138 17,369 25,693 30,722 31,719 21,230 10,777 7,625 1,727 156,778

2011........... 43 1,744 7,905 17,316 24,941 30,304 30,620 21,117 10,905 7,469 1,762 154,126

2012........... 45 1,741 7,710 17,159 24,663 29,773 29,782 20,872 11,023 7,334 1,795 151,898

2013........... 45 1,732 7,651 16,916 24,525 29,369 29,068 20,648 11,017 7,326 1,741 150,039

2014........... 45 1,730 7,583 16,718 24,481 28,881 28,587 20,442 11,033 7,330 1,681 148,510

2015........... 45 1,740 7,538 16,525 24,474 28,411 28,336 20,176 11,000 7,383 1,661 147,288

2016........... 45 1,737 7,552 16,367 24,438 28,077 28,184 19,841 10,972 7,440 1,638 146,292

2017........... 45 1,739 7,553 16,241 24,349 27,966 27,979 19,593 10,903 7,487 1,641 145,498

2018........... 45 1,741 7,553 16,208 24,210 27,920 27,823 19,385 10,845 7,494 1,659 144,884

2019........... 45 1,743 7,557 16,168 24,101 27,914 27,641 19,256 10,791 7,507 1,662 144,384
Benefit Payments

156

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 March, June and September figures interpolated using last historical ratio of end-ofquarter 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 March, June, and September 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 end of March, June, and September 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 March, June, and September figures interpolated using corresponding last historical ratio of end-of-quarter figure to average of December figures

(excess).

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B64.—Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar 

period

Minor and

disabled children

of retired workers a

In force Withheld

Number

in currentpayment status Excess

Ratio to minor and

disabled children Number Excess

Percent of

number in force Number

1980 ............... 511,099 0.407 207,929 ... 5.658 11,765 196,164 ...

1985 ............... 362,394 .320 115,956 ... 7.580 8,790 107,166 ...

1990 ............... 385,814 .243 93,889 ... 7.237 6,795 87,094 ...

1995 ............... 433,971 .190 82,428 ... 8.584 7,076 75,352 ...

2000 ............... 463,152 .144 66,900 ... 17.085 11,430 55,470 ...

2005 ............... 494,919 .115 56,817 ... 15.964 9,070 47,747 ...

2006 ............... 497,353 .110 54,847 ... 16.597 9,103 45,744 ...

2007 ............... 503,305 .105 52,767 ... 17.278 9,117 43,650 ...

2008 ............... 537,511 .096 51,461 ... 17.229 8,866 42,595 ...

2009 ............... 573,500 .090 51,443 ... 16.331 8,401 43,042 ...

2010-I............. 579,596 .090 51,886 0.011 17.924 9,300 42,586 -0.008

2010-II ........... 584,849 .089 52,008 .013 16.780 8,727 43,281 .008

2010-III.......... 587,690 .088 51,757 .008 16.365 8,470 43,287 .008

2010-IV.......... 588,737 .087 51,213 ... 16.390 8,394 42,819 ...

2011-I............. 595,377 .087 51,970 .011 18.015 9,362 42,607 -.009

2011-II ........... 601,153 .087 52,079 .013 16.798 8,748 43,331 .008

2011-III .......... 604,451 .086 51,980 .011 16.363 8,505 43,474 .011

2011-IV.......... 605,901 .085 51,584 ... 16.367 8,443 43,141 ...

2012-I............. 612,920 .086 52,424 .010 17.995 9,434 42,991 -.010

2012-II ........... 619,051 .085 52,613 .013 16.779 8,828 43,785 .008

2012-III.......... 622,630 .084 52,590 .013 16.346 8,597 43,994 .013

2012-IV.......... 624,304 .084 52,267 ... 16.353 8,547 43,720 ...

2013-I............. 631,637 .084 53,180 .008 17.983 9,564 43,616 -.011

2013-II ........... 638,055 .084 53,432 .013 16.772 8,961 44,470 .008

2013-III.......... 641,844 .083 53,469 .014 16.342 8,738 44,731 .014

2013-IV.......... 643,668 .083 53,200 ... 16.352 8,699 44,501 ...

2014-I............. 651,330 .083 54,210 .007 17.979 9,746 44,464 -.013

2014-II ........... 658,049 .083 54,549 .013 16.764 9,144 45,404 .008

2014-III.......... 662,056 .083 54,668 .015 16.330 8,927 45,740 .016

2014-IV.......... 664,036 .082 54,472 ... 16.337 8,899 45,573 ...

2015-I............. 671,121 .083 55,451 .008 17.967 9,963 45,488 -.012

2015-II ........... 677,229 .082 55,741 .013 16.753 9,338 46,403 .008

2015-III.......... 680,545 .082 55,807 .014 16.322 9,109 46,698 .015

2015-IV.......... 681,783 .081 55,553 ... 16.330 9,072 46,481 ...

2016-I............. 688,391 .082 56,501 .009 17.961 10,148 46,352 -.011

2016-II ........... 693,994 .082 56,747 .013 16.749 9,504 47,242 .008

2016-III.......... 696,735 .081 56,764 .014 16.318 9,263 47,501 .014

2016-IV.......... 697,352 .081 56,457 ... 16.327 9,218 47,239 ...

2017-I............. 703,781 .082 57,391 .009 17.958 10,306 47,084 -.010

2017-II ........... 709,179 .081 57,611 .013 16.745 9,647 47,964 .008

2017-III.......... 711,653 .081 57,600 .013 16.314 9,397 48,203 .013

2017-IV.......... 711,960 .080 57,259 ... 16.322 9,346 47,913 ...

2018-I............. 718,228 .081 58,189 .023 17.954 10,447 47,741 .003

2018-II ........... 723,442 .081 58,395 .027 16.742 9,777 48,618 .022

2018-III.......... 725,674 .080 58,367 .027 16.313 9,521 48,846 .027

2018-IV.......... 725,697 .080 58,005 ... 16.323 9,468 48,537 ...

2019-I............. 731,655 .081 58,930 .036 17.955 10,581 48,349 .016

2019-II ........... 736,536 .080 59,122 .040 16.744 9,899 49,223 .035

2019-III.......... 738,381 .080 59,077 .039 16.315 9,638 49,439 .039

2019-IV.......... 737,981 .080 58,694 ... 16.325 9,582 49,112 ...

a 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

157

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 March, June, and September figures interpolated using last historical ratio of end-ofquarter 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 March, June, and September 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 end of March , June, and September 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 March, June, and September figures interpolated using corresponding last historical ratio of end-of-quarter figure to average of December figures

(excess).

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B65.—Young Husbands a of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1985-2009 and calendar quarters 2010-19)

Calendar 

period

Minor and

disabled children

of retired workers b

In force Withheld

Number

in currentpayment status Excess

Ratio to minor and

disabled children Number Excess

Percent of

number in force Number

1985................ 362,394 c 172 ... 10.465 18 154 ...

1990................ 385,814 c 119 ... 11.765 14 105 ...

1995................ 433,971 c 92 ... 15.217 14 78 ...

2000................ 463,152 c 89 ... 30.337 27 62 ...

2005................ 494,919 c 109 ... 29.358 32 77 ...

2006............... 497,353 c 113 ... 30.973 35 78 ...

2007............... 503,305 c 104 ... 31.731 33 71 ...

2008............... 537,511 c 105 ... 34.286 36 69 ...

2009............... 573,500 c 128 ... 29.688 38 90 ...

2010-I............. 579,596 c 137 0.034 32.072 44 93 -0.005

2010-II........... 584,849 c 141 .064 30.754 43 98 .048

2010-III ......... 587,690 c 138 .042 28.226 39 99 .059

2010-IV ......... 588,737 c 137 ... 29.197 40 97 ...

2011-I ............. 595,377 c 144 .036 30.711 44 99 -.005

2011-II........... 601,153 c 148 .065 29.756 44 104 .045

2011-III ......... 604,451 c 143 .029 26.929 39 105 .055

2011-IV ......... 605,901 c 141 ... 27.660 39 102 ...

2012-I............. 612,920 c 148 .031 29.703 44 104 .005

2012-II........... 619,051 c 153 .066 29.223 45 108 .043

2012-III ......... 622,630 c 148 .031 26.871 40 108 .043

2012-IV ......... 624,304 c 146 ... 28.082 41 105 ...

2013-I............. 631,637 c 154 .030 30.179 46 107 ...

2013-II........... 638,055 c 159 .064 29.766 47 112 .047

2013-III ......... 641,844 c 155 .037 27.497 43 112 .047

2013-IV ......... 643,668 c 153 ... 28.758 44 109 ...

2014-I............. 651,330 c 161 .029 30.664 49 112 .004

2014-II........... 658,049 c 167 .067 30.086 50 117 .049

2014-III ......... 662,056 c 162 .035 27.656 45 117 .049

2014-IV ......... 664,036 c 160 ... 28.750 46 114 ...

2015-I............. 671,121 c 168 .028 30.656 52 117 .004

2015-II........... 677,229 c 174 .064 30.079 52 122 .047

2015-III ......... 680,545 c 169 .034 27.648 47 122 .047

2015-IV ......... 681,783 c 167 ... 28.743 48 119 ...

2016-I............. 688,391 c 175 .036 30.629 54 121 .004

2016-II........... 693,994 c 180 .065 30.032 54 126 .046

2016-III ......... 696,735 c 174 .030 27.579 48 126 .046

2016-IV ......... 697,352 c 171 ... 28.655 49 122 ...

2017-I............. 703,781 c 179 .029 30.444 54 124 -.004

2017-II........... 709,179 c 184 .057 29.745 55 129 .036

2017-III ......... 711,653 c 177 .017 27.180 48 129 .036

2017-IV ......... 711,960 c 174 ... 28.161 49 125 ...

2018-I............. 718,228 c 182 .046 30.107 55 127 .020

2018-II........... 723,442 c 187 .075 29.548 55 132 .060

2018-III ......... 725,674 c 180 .034 27.123 49 131 .052

2018-IV ......... 725,697 c 177 ... 28.249 50 127 ...

2019-I............. 731,655 c 185 .039 30.230 56 129 .012

2019-II........... 736,536 c 190 .067 29.710 56 133 .043

2019-III ......... 738,381 c 183 .028 27.330 50 133 .043

2019-IV ......... 737,981 c 179 ... 28.492 51 128 ...

a This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. b Includes minor children under age 16 and all disabled children of retired workers. c Less than 0.0005.
Benefit Payments

158

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 March, June, and September figures interpolated using last historical ratio of end-of-quarter 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 March, June, and September 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 end of March, June, and September 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 March, June, and September figures interpolated using corresponding last historical ratio of end-of-quarter figure to average of December figures

(excess).

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B66.—Mother Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar 

period

Minor and

disabled children of

deceased workers a

In force Withheld

Number

in currentpayment status Excess

Ratio to minor and

disabled children Number Excess

Percent of

number in force Number

1980 ............... 2,170,242 0.281 609,732 ... 10.314 62,888 546,844 ...

1985 ............... 1,899,192 .213 404,633 ... 12.465 50,436 354,197 ...

1990 ............... 1,435,570 .237 339,920 ... 15.144 51,477 288,443 ...

1995 ............... 1,556,541 .196 305,622 ... 14.979 45,778 259,844 ...

2000 ............... 1,578,842 .160 252,159 ... 23.369 58,926 193,233 ...

2005 ............... 1,587,094 .137 217,046 ... 22.862 49,621 167,425 ...

2006 ............... 1,580,163 .132 208,652 ... 22.948 47,882 160,770 ...

2007 ............... 1,578,266 .128 201,733 ... 23.519 47,446 154,287 ...

2008 ............... 1,616,525 .121 195,707 ... 23.776 46,532 149,175 ...

2009 ............... 1,637,545 .117 191,657 ... 22.515 43,152 148,505 ...

2010-I............. 1,640,701 .117 191,218 0.008 26.051 49,815 141,403 -0.038

2010-II ........... 1,647,011 .115 189,871 .001 23.479 44,580 145,291 -.011

2010-III.......... 1,644,827 .115 188,659 -.005 22.204 41,889 146,770 -.001

2010-IV.......... 1,642,637 .114 187,641 ... 22.513 42,243 145,398 ...

2011-I............. 1,646,580 .114 186,974 .006 25.929 48,480 138,494 -.039

2011-II ........... 1,653,692 .113 186,131 .001 23.472 43,688 142,442 -.011

2011-III .......... 1,652,276 .112 185,063 -.005 22.194 41,072 143,991 -.001

2011-IV.......... 1,650,851 .112 184,185 ... 22.500 41,442 142,743 ...

2012-I............. 1,655,238 .111 183,656 .005 25.918 47,600 136,056 -.039

2012-II ........... 1,662,813 .110 182,954 .001 23.462 42,925 140,029 -.011

2012-III.......... 1,661,813 .110 182,031 -.004 22.185 40,383 141,648 b

2012-IV.......... 1,660,802 .109 181,295 ... 22.493 40,778 140,517 ...

2013-I............. 1,665,147 .109 180,883 .004 25.910 46,868 134,015 -.040

2013-II ........... 1,672,697 .108 180,301 .001 23.454 42,288 138,013 -.011

2013-III.......... 1,671,622 .107 179,500 -.003 22.176 39,806 139,694 .001

2013-IV.......... 1,670,536 .107 178,884 ... 22.484 40,220 138,664 ...

2014-I............. 1,674,672 .107 178,576 .004 25.902 46,255 132,321 -.040

2014-II ........... 1,682,031 .106 178,099 .001 23.445 41,755 136,344 -.011

2014-III.......... 1,680,718 .106 177,408 -.003 22.167 39,326 138,082 .001

2014-IV.......... 1,679,393 .105 176,898 ... 22.475 39,757 137,141 ...

2015-I............. 1,683,409 .105 176,687 .003 25.893 45,749 130,938 -.041

2015-II ........... 1,690,665 .104 176,310 .001 23.435 41,318 134,992 -.011

2015-III.......... 1,689,202 .104 175,719 -.002 22.157 38,933 136,786 .002

2015-IV.......... 1,687,730 .104 175,309 ... 22.464 39,381 135,928 ...

2016-I............. 1,691,425 .104 175,169 .003 25.883 45,338 129,831 -.041

2016-II ........... 1,698,372 .103 174,864 .001 23.425 40,961 133,903 -.011

2016-III.......... 1,696,563 .103 174,348 -.002 22.146 38,611 135,737 .002

2016-IV.......... 1,694,744 .103 174,010 ... 22.453 39,071 134,939 ...

2017-I............. 1,698,707 .102 173,935 .003 25.873 45,002 128,933 -.042

2017-II ........... 1,705,937 .102 173,697 .001 23.415 40,671 133,026 -.011

2017-III.......... 1,704,372 .102 173,248 -.001 22.136 38,351 134,897 .003

2017-IV.......... 1,702,796 .102 172,977 ... 22.444 38,823 134,154 ...

2018-I............. 1,706,740 .101 172,959 -.003 25.865 44,736 128,224 -.047

2018-II ........... 1,713,967 .101 172,779 -.004 23.408 40,443 132,335 -.016

2018-III.......... 1,712,356 .101 172,389 -.006 22.130 38,150 134,240 -.002

2018-IV.......... 1,710,736 .101 172,176 ... 22.439 38,634 133,542 ...

2019-I............. 1,714,231 .100 172,196 -.007 25.860 44,530 127,666 -.051

2019-II ........... 1,721,022 .100 172,053 -.008 23.403 40,265 131,788 -.021

2019-III.......... 1,718,939 .100 171,703 -.010 22.125 37,990 133,713 -.006

2019-IV.......... 1,716,847 .100 171,528 ... 22.434 38,481 133,047 ...

a 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. b Between -0.0005 and 0.0005.
OASI Numbers

159

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 March, June, and September figures interpolated using last historical ratio of end-of-quarter 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 March, June, and September 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 end of March, June, and September 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 March, June, and September figures interpolated using corresponding last historical ratio of end-of-quarter figure to average of December figures

(excess).

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B67.—Father Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar 

period

Minor and

disabled children of

deceased workers a

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1980............... 2,170,242 0.011 23,055 ... 30.800 7,101 15,954 ...

1985............... 1,899,192 .015 27,765 ... 37.108 10,303 17,462 ...

1990................ 1,435,570 .019 26,574 ... 41.714 11,085 15,489 ...

1995............... 1,556,541 .015 23,461 ... 35.327 8,288 15,173 ...

2000............... 1,578,842 .013 20,461 ... 52.016 10,643 9,818 ...

2005............... 1,587,094 .013 20,379 ... 46.165 9,408 10,971 ...

2006............... 1,580,163 .013 19,760 ... 45.936 9,077 10,683 ...

2007............... 1,578,266 .012 19,483 ... 46.733 9,105 10,378 ...

2008............... 1,616,525 .012 19,395 ... 46.197 8,960 10,435 ...

2009............... 1,637,545 .012 19,711 ... 42.342 8,346 11,365 ...

2010-I............ 1,640,701 .012 19,910 0.010 44.807 8,921 10,989 -0.034

2010-II........... 1,647,011 .012 19,832 .006 43.115 8,551 11,282 -.008

2010-III ......... 1,644,827 .012 19,758 .002 41.733 8,246 11,513 .012

2010-IV ......... 1,642,637 .012 19,722 ... 42.298 8,342 11,380 ...

2011-I ............ 1,646,580 .012 19,836 .006 45.430 9,012 10,824 -.049

2011-II........... 1,653,692 .012 19,837 .006 43.083 8,546 11,291 -.008

2011-III ......... 1,652,276 .012 19,760 .002 41.706 8,241 11,519 .012

2011-IV ......... 1,650,851 .012 19,720 ... 42.277 8,337 11,383 ...

2012-I............. 1,655,238 .012 19,832 .006 45.412 9,006 10,826 -.049

2012-II........... 1,662,813 .012 19,832 .006 43.066 8,541 11,291 -.008

2012-III ......... 1,661,813 .012 19,753 .002 41.690 8,235 11,518 .012

2012-IV ......... 1,660,802 .012 19,712 ... 42.264 8,331 11,381 ...

2013-I............. 1,665,147 .012 19,823 .006 45.400 8,999 10,823 -.049

2013-II........... 1,672,697 .012 19,820 .006 43.053 8,533 11,287 -.008

2013-III ......... 1,671,622 .012 19,740 .002 41.677 8,227 11,513 .012

2013-IV ......... 1,670,536 .012 19,697 ... 42.250 8,322 11,375 ...

2014-I............. 1,674,672 .012 19,807 .006 45.386 8,990 10,817 -.049

2014-II........... 1,682,031 .012 19,805 .006 43.038 8,524 11,281 -.008

2014-III ......... 1,680,718 .012 19,724 .002 41.661 8,217 11,507 .012

2014-IV ......... 1,679,393 .012 19,681 ... 42.234 8,312 11,369 ...

2015-I............. 1,683,409 .012 19,791 .006 45.374 8,980 10,811 -.049

2015-II........... 1,690,665 .012 19,789 .006 43.029 8,515 11,274 -.008

2015-III ......... 1,689,202 .012 19,708 .002 41.656 8,210 11,499 .012

2015-IV ......... 1,687,730 .012 19,665 ... 42.232 8,305 11,360 ...

2016-I............. 1,691,425 .012 19,775 .006 45.371 8,972 10,803 -.049

2016-II........... 1,698,372 .012 19,773 .006 43.024 8,507 11,266 -.008

2016-III ......... 1,696,563 .012 19,693 .002 41.649 8,202 11,491 .012

2016-IV ......... 1,694,744 .012 19,650 ... 42.224 8,297 11,353 ...

2017-I............. 1,698,707 .012 19,761 .006 45.367 8,965 10,796 -.049

2017-II........... 1,705,937 .012 19,759 .006 43.024 8,501 11,258 -.008

2017-III ......... 1,704,372 .012 19,679 .002 41.653 8,197 11,482 .012

2017-IV ......... 1,702,796 .012 19,637 ... 42.232 8,293 11,344 ...

2018-I............. 1,706,740 .012 19,749 .005 45.371 8,960 10,789 -.049

2018-II........... 1,713,967 .012 19,749 .005 43.024 8,497 11,252 -.009

2018-III ......... 1,712,356 .011 19,672 .001 41.649 8,193 11,479 .011

2018-IV ......... 1,710,736 .011 19,631 ... 42.224 8,289 11,342 ...

2019-I............. 1,714,231 .012 19,744 .005 45.368 8,957 10,786 -.050

2019-II........... 1,721,022 .011 19,744 .005 43.026 8,495 11,249 -.009

2019-III ......... 1,718,939 .011 19,666 .001 41.655 8,192 11,474 .011

2019-IV ......... 1,716,847 .011 19,626 ... 42.235 8,289 11,337 ...

a 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

160

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 2010 Trustees Report intermediate set of assumptions.

Table III.B68.—Disabled Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980 ............... 13,749 44,733 68,823 ... 127,305

1985 ............... 10,874 36,481 58,581 ... 105,936

1990 ............... 12,020 36,822 52,453 ... 101,295

1995 ............... 24,796 65,376 82,265 ... 172,437

2000 ............... 27,194 75,251 97,692 ... 200,137

2001 ............... 27,276 76,086 99,214 ... 202,576

2002 ............... 26,834 77,028 101,473 ... 205,335

2003 ............... 26,287 76,068 102,544 ... 204,899

2004 ............... 26,306 75,881 103,957 ... 206,144

2005 ............... 27,415 77,683 104,772 3,634 213,504

2006 ............... 27,852 77,226 105,859 5,919 216,856

2007 ............... 28,367 75,526 107,046 10,262 221,201

2008 ............... 29,529 75,899 106,527 13,451 225,406

2009 ............... 30,799 77,363 106,600 16,246 231,008

2010 ............... 31,221 78,662 107,359 18,306 235,548

2011 ............... 30,885 79,670 106,944 19,921 237,420

2012 ............... 30,057 80,725 105,366 20,962 237,110

2013 ............... 28,958 81,630 104,730 19,933 235,252

2014 ............... 28,010 81,364 104,961 19,531 233,865

2015 ............... 27,509 80,221 105,549 19,083 232,363

2016 ............... 27,338 77,821 106,103 19,463 230,726

2017 ............... 27,249 74,978 106,476 19,354 228,057

2018 ............... 27,217 72,038 106,414 19,267 224,937

2019 ............... 27,320 69,898 104,673 19,652 221,542

Disabled widowers

1980 ............... 125 449 412 ... 986

1985 ............... 147 546 701 ... 1,394

1990 ............... 202 697 847 ... 1,746

1995 ............... 589 1,461 1,943 ... 3,993

2000 ............... 880 2,112 2,220 ... 5,212

2001 ............... 946 2,261 2,382 ... 5,589

2002 ............... 1,001 2,528 2,530 ... 6,059

2003 ............... 1,095 2,603 2,591 ... 6,289

2004 ............... 1,206 2,806 2,695 ... 6,707

2005 ............... 1,389 3,510 3,278 84 8,261

2006 ............... 1,417 3,756 3,560 155 8,888

2007 ............... 1,486 3,956 3,895 261 9,598

2008 ............... 1,635 4,341 4,232 355 10,563

2009 ............... 1,824 4,805 4,634 418 11,681

2010 ............... 1,997 5,002 5,119 535 12,654

2011 ............... 2,059 5,237 5,550 630 13,476

2012 ............... 2,052 5,495 5,896 740 14,184

2013 ............... 2,077 5,732 6,194 785 14,788

2014 ............... 2,130 5,917 6,505 809 15,361

2015 ............... 2,187 6,145 6,695 895 15,923

2016 ............... 2,299 6,238 6,941 947 16,425

2017 ............... 2,475 6,249 7,202 988 16,915

2018 ............... 2,629 6,349 7,433 1,009 17,421

2019 ............... 2,792 6,540 7,602 1,050 17,984

Total

1980 ............... 13,874 45,182 69,235 ... 128,291

1985 ............... 11,021 37,027 59,282 ... 107,330

1990 ............... 12,222 37,519 53,300 ... 103,041

1995 ............... 25,385 66,837 84,208 ... 176,430

2000 ............... 28,074 77,363 99,912 ... 205,349

2001 ............... 28,222 78,347 101,596 ... 208,165

2002 ............... 27,835 79,556 104,003 ... 211,394

2003 ............... 27,382 78,671 105,135 ... 211,188

2004 ............... 27,512 78,687 106,652 ... 212,851

2005 ............... 28,804 81,193 108,050 3,718 221,765

2006 ............... 29,269 80,982 109,419 6,074 225,744

2007 ............... 29,853 79,482 110,941 10,523 230,799

2008 ............... 31,164 80,240 110,759 13,806 235,969

2009 ............... 32,623 82,168 111,234 16,664 242,689

2010 ............... 33,218 83,664 112,478 18,842 248,202

2011 ............... 32,944 84,907 112,494 20,550 250,895

2012 ............... 32,110 86,219 111,262 21,702 251,293

2013 ............... 31,035 87,362 110,925 20,718 250,040

2014 ............... 30,140 87,281 111,466 20,340 249,226

2015 ............... 29,696 86,367 112,244 19,978 248,285

2016 ............... 29,637 84,059 113,044 20,410 247,150

2017 ............... 29,724 81,227 113,678 20,342 244,972

2018 ............... 29,846 78,387 113,848 20,276 242,357

2019 ............... 30,111 76,438 112,276 20,701 239,527
OASI Numbers

161

Sources:

• Historical figures computed by dividing the number of awards by the uninsured population, less those already in force. 

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B69.—Awards to Disabled Widow(er)s as a Percentage of the Uninsured Population, Less Those Already In Force

(By age and gender, calendar years, 1980-2019)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980........... 0.259 0.408 0.145 0.019 0.262

1985........... .314 .452 .144 .023 .285

1986........... .349 .497 .159 .017 .314

1987........... .333 .439 .140 .013 .281

1988........... .313 .431 .133 .011 .269

1989........... .322 .442 .127 .008 .273

1990........... .335 .461 .131 .008 .283

1991........... .568 .980 .277 .008 .559

1992........... .659 1.074 .368 .010 .646

1993........... .703 1.016 .343 .008 .634

1994........... .690 .961 .321 .015 .605

1995........... .709 .979 .320 .022 .618

1996........... .710 .971 .308 .029 .614

1997........... .727 .972 .311 .037 .624

1998........... .762 1.029 .305 .050 .653

1999........... .793 1.063 .310 .046 .679

2000........... .759 1.034 .290 .047 .656

2001........... .784 1.043 .295 .034 .669

2002........... .842 1.087 .310 .054 .704

2003........... .814 1.069 .308 .054 .689

2004........... .846 1.062 .288 .046 .687

2005........... .907 1.116 .309 .049 .689

2006........... .890 1.097 .311 .031 .679

2007........... .913 1.121 .318 .036 .693

2008........... .981 1.207 .319 .038 .737

2009........... 1.040 1.235 .302 .033 .742

2010........... .994 1.206 .287 .056 .709

2011........... .993 1.204 .287 .056 .708

2012........... .997 1.204 .290 .056 .706

2013........... 1.001 1.205 .293 .056 .710

2014........... 1.003 1.207 .297 .056 .717

2015........... 1.009 1.209 .298 .056 .719

2016........... 1.011 1.209 .299 .056 .718

2017........... 1.006 1.208 .297 .056 .714

2018........... 1.002 1.206 .296 .056 .712

2019........... 1.009 1.204 .290 .056 .716

Disabled widowers

1980........... .015 .037 .019 .002 .023

1985........... .019 .043 .027 ... .028

1986........... .030 .048 .028 ... .035

1987........... .025 .043 .022 .005 .030

1988........... .025 .043 .027 ... .031

1989........... .027 .048 .022 ... .033

1990........... .033 .051 .021 ... .034

1991........... .047 .104 .034 .001 .058

1992........... .057 .121 .051 .001 .072

1993........... .070 .115 .044 .001 .073

1994........... .077 .115 .046 .004 .075

1995........... .086 .110 .058 ... .081

1996........... .088 .120 .048 .003 .082

1997........... .099 .124 .048 .002 .086

1998........... .093 .147 .049 .012 .092

1999........... .107 .168 .057 .010 .107

2000........... .114 .186 .052 .002 .112

2001........... .112 .199 .051 .002 .113

2002........... .120 .218 .056 .003 .126

2003........... .131 .190 .054 .005 .122

2004........... .127 .203 .053 .002 .124

2005........... .147 .238 .081 .016 .142

2006........... .138 .220 .080 .003 .135

2007........... .155 .232 .078 .005 .144

2008........... .172 .285 .088 .007 .169

2009........... .193 .312 .082 .004 .176

2010........... .179 .290 .079 .009 .163

2011........... .179 .289 .080 .009 .164

2012........... .179 .290 .082 .009 .164

2013........... .180 .290 .083 .009 .166

2014........... .181 .290 .084 .009 .169

2015........... .180 .290 .085 .009 .169

2016........... .180 .290 .085 .009 .170

2017........... .180 .290 .085 .009 .170

2018........... .181 .290 .085 .009 .170

2019........... .181 .289 .085 .009 .171
Benefit Payments

162

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to the uninsured population, less those already in force. 

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B70.—Awards to Disabled Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1980-2019)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980 ............... 4,777 8,308 2,644 61 15,790

1985 ............... 4,963 8,905 2,790 87 16,745

1990 ............... 4,771 7,752 2,371 30 14,924

1995 ............... 9,263 14,471 4,906 73 28,713

2000 ............... 9,236 13,870 3,738 123 26,967

2001 ............... 9,204 14,024 3,749 87 27,064

2002 ............... 9,539 14,578 3,987 136 28,240

2003 ............... 9,050 14,064 3,926 130 27,170

2004 ............... 9,241 13,686 3,638 109 26,674

2005 ............... 9,787 14,286 3,782 244 28,099

2006 ............... 9,576 13,675 3,738 146 27,135

2007 ............... 9,833 13,453 3,765 171 27,222

2008 ............... 10,563 14,192 3,727 177 28,659

2009 ............... 11,136 14,347 3,668 164 29,315

2010 ............... 10,443 13,825 3,584 295 28,146

2011 ............... 10,122 13,670 3,512 294 27,597

2012 ............... 9,800 13,562 3,361 315 27,038

2013 ............... 9,468 13,441 3,264 309 26,482

2014 ............... 9,230 13,128 3,231 287 25,877

2015 ............... 9,159 12,684 3,197 274 25,314

2016 ............... 9,147 12,109 3,170 265 24,691

2017 ............... 9,092 11,558 3,062 259 23,970

2018 ............... 9,030 11,086 2,955 254 23,324

2019 ............... 9,084 10,773 2,759 248 22,864

Disabled widowers

1980 ............... 67 147 56 1 271

1985 ............... 74 189 80 ... 343

1990 ............... 115 198 70 ... 383

1995 ............... 255 403 172 ... 830

2000 ............... 368 526 140 1 1,035

2001 ............... 374 575 138 1 1,088

2002 ............... 421 679 155 2 1,257

2003 ............... 475 628 147 3 1,253

2004 ............... 469 699 159 1 1,328

2005 ............... 554 866 243 23 1,686

2006 ............... 524 836 244 4 1,608

2007 ............... 599 902 239 7 1,747

2008 ............... 686 1,126 292 9 2,113

2009 ............... 792 1,246 306 7 2,351

2010 ............... 757 1,163 307 15 2,242

2011 ............... 765 1,177 313 15 2,270

2012 ............... 775 1,204 313 16 2,308

2013 ............... 794 1,236 320 16 2,366

2014 ............... 822 1,259 327 15 2,423

2015 ............... 851 1,279 333 14 2,478

2016 ............... 900 1,285 341 14 2,540

2017 ............... 964 1,287 348 14 2,613

2018 ............... 1,027 1,315 350 14 2,706

2019 ............... 1,097 1,361 354 15 2,826

Total

1980 ............... 4,844 8,455 2,700 62 16,061

1985 ............... 5,037 9,094 2,870 87 17,088

1990 ............... 4,886 7,950 2,441 30 15,307

1995 ............... 9,518 14,874 5,078 73 29,543

2000 ............... 9,604 14,396 3,878 124 28,002

2001 ............... 9,578 14,599 3,887 88 28,152

2002 ............... 9,960 15,257 4,142 138 29,497

2003 ............... 9,525 14,692 4,073 133 28,423

2004 ............... 9,710 14,385 3,797 110 28,002

2005 ............... 10,341 15,152 4,025 267 29,785

2006 ............... 10,100 14,511 3,982 150 28,743

2007 ............... 10,432 14,355 4,004 178 28,969

2008 ............... 11,249 15,318 4,019 186 30,772

2009 ............... 11,928 15,593 3,974 171 31,666

2010 ............... 11,200 14,988 3,892 310 30,388

2011 ............... 10,888 14,847 3,825 308 29,868

2012 ............... 10,575 14,766 3,674 331 29,346

2013 ............... 10,262 14,677 3,584 325 28,848

2014 ............... 10,052 14,387 3,559 302 28,300

2015 ............... 10,010 13,963 3,530 288 27,792

2016 ............... 10,046 13,395 3,511 280 27,232

2017 ............... 10,055 12,844 3,410 274 26,583

2018 ............... 10,056 12,401 3,305 268 26,030

2019 ............... 10,181 12,134 3,113 263 25,690
OASI Numbers

163

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B71.—Disabled Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Those In Force

(By age and gender, as of December 31, 1980-2019)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980........... 0.545 0.559 1.776 ... 1.215

1985........... 1.711 1.250 .843 ... 1.072

1986........... 1.733 1.345 1.004 ... 1.206

1987........... 1.898 1.644 1.211 ... 1.444

1988........... 1.921 1.661 1.388 ... 1.548

1989........... 1.796 1.859 1.498 ... 1.664

1990........... 1.764 1.754 1.685 ... 1.720

1991........... 1.364 1.670 1.748 ... 1.666

1992........... 1.401 1.530 1.839 ... 1.651

1993........... 1.330 1.554 1.851 ... 1.654

1994........... 1.257 1.556 1.908 ... 1.676

1995........... 1.428 1.569 1.938 ... 1.725

1996........... 1.479 1.601 2.020 ... 1.786

1997........... 1.407 1.555 2.004 ... 1.755

1998........... 1.342 1.586 2.038 ... 1.774

1999........... 1.452 1.462 2.041 ... 1.743

2000........... 1.353 1.542 2.036 ... 1.757

2001........... 1.474 1.473 1.988 ... 1.725

2002........... 1.401 1.507 2.028 ... 1.751

2003........... .886 .845 .692 ... .774

2004........... 1.121 .974 .792 ... .901

2005........... 2.174 1.847 2.232 3.027 2.098

2006........... 2.208 1.993 2.332 2.872 2.210

2007........... 2.210 2.091 2.291 3.303 2.259

2008........... 1.961 2.066 2.410 2.944 2.267

2009........... 1.955 2.073 2.438 3.022 2.293

2010........... 1.959 2.073 2.444 3.022 2.301

2011........... 1.959 2.073 2.444 3.022 2.305

2012........... 1.955 2.073 2.442 3.022 2.306

2013........... 1.952 2.073 2.441 3.022 2.302

2014........... 1.952 2.073 2.439 3.022 2.302

2015........... 1.952 2.073 2.440 3.022 2.303

2016........... 1.950 2.073 2.438 3.022 2.306

2017........... 1.953 2.073 2.439 3.022 2.310

2018........... 1.958 2.073 2.441 3.022 2.315

2019........... 1.955 2.073 2.445 3.022 2.318

Disabled widowers

1980........... 10.400 11.136 5.097 ... 8.519

1985........... 12.245 15.385 16.262 ... 15.495

1986........... 14.208 14.798 17.876 ... 16.189

1987........... 14.973 16.049 17.871 ... 16.792

1988........... 13.228 15.023 20.025 ... 17.227

1989........... 11.170 13.830 19.808 ... 16.498

1990........... 9.406 12.912 20.071 ... 15.979

1991........... 8.456 11.137 17.048 ... 13.645

1992........... 8.964 9.505 15.850 ... 12.404

1993........... 8.296 8.642 14.833 ... 11.433

1994........... 5.609 8.654 13.866 ... 10.665

1995........... 6.282 7.940 14.308 ... 10.794

1996........... 5.116 8.242 13.387 ... 10.292

1997........... 5.015 7.621 12.079 ... 9.400

1998........... 5.022 6.709 11.148 ... 8.631

1999........... 5.039 6.253 11.361 ... 8.539

2000........... 5.227 5.824 11.757 ... 8.250

2001........... 4.440 5.396 10.999 ... 7.622

2002........... 5.395 5.657 9.605 ... 7.262

2003........... 3.288 4.187 3.744 ... 3.848

2004........... 3.234 3.813 4.193 ... 3.862

2005........... 5.688 6.838 10.921 19.048 8.389

2006........... 5.857 7.295 10.534 26.452 8.697

2007........... 4.845 7.305 10.475 19.540 8.543

2008........... 5.933 6.796 9.617 14.930 8.066

2009........... 6.195 6.743 8.740 16.986 7.816

2010........... 6.247 6.746 8.787 16.986 7.926

2011........... 6.303 6.757 8.814 16.986 8.013

2012........... 6.296 6.743 8.812 16.986 8.073

2013........... 6.282 6.735 8.834 16.986 8.095

2014........... 6.287 6.733 8.865 16.986 8.114

2015........... 6.268 6.748 8.891 16.986 8.159

2016........... 6.231 6.751 8.880 16.986 8.168

2017........... 6.249 6.754 8.865 16.986 8.177

2018........... 6.255 6.757 8.866 16.986 8.173

2019........... 6.244 6.745 8.883 16.986 8.169
Benefit Payments

164

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B72.—Disabled Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980 .......... 75 250 1,222 ... 1,547

1985 .......... 186 456 494 ... 1,136

1990 .......... 212 646 884 ... 1,742

1995 .......... 354 1,026 1,594 ... 2,974

2000 .......... 368 1,160 1,989 ... 3,517

2001 .......... 402 1,121 1,972 ... 3,495

2002 .......... 376 1,161 2,058 ... 3,595

2003 .......... 233 643 710 ... 1,586

2004 .......... 295 739 823 ... 1,857

2005 .......... 596 1,435 2,338 110 4,479

2006 .......... 615 1,539 2,469 170 4,793

2007 .......... 627 1,579 2,452 339 4,997

2008 .......... 579 1,568 2,567 396 5,110

2009 .......... 602 1,604 2,599 491 5,296

2010 .......... 611 1,631 2,624 553 5,420

2011 .......... 605 1,652 2,614 602 5,472

2012 .......... 588 1,674 2,573 634 5,468

2013 .......... 565 1,692 2,556 602 5,416

2014 .......... 547 1,687 2,560 590 5,383

2015 .......... 537 1,663 2,575 577 5,352

2016 .......... 533 1,613 2,587 588 5,321

2017 .......... 532 1,554 2,597 585 5,268

2018 .......... 533 1,493 2,598 582 5,206

2019 .......... 534 1,449 2,559 594 5,136

Disabled widowers

1980 .......... 13 50 21 ... 84

1985 .......... 18 84 114 ... 216

1990 .......... 19 90 170 ... 279

1995 .......... 37 116 278 ... 431

2000 .......... 46 123 261 ... 430

2001 .......... 42 122 262 ... 426

2002 .......... 54 143 243 ... 440

2003 .......... 36 109 97 ... 242

2004 .......... 39 107 113 ... 259

2005 .......... 79 240 358 16 693

2006 .......... 83 274 375 41 773

2007 .......... 72 289 408 51 820

2008 .......... 97 295 407 53 852

2009 .......... 113 324 405 71 913

2010 .......... 125 337 450 91 1,003

2011 .......... 130 354 489 107 1,080

2012 .......... 129 370 520 126 1,145

2013 .......... 130 386 547 133 1,197

2014 .......... 134 398 577 137 1,246

2015 .......... 137 415 595 152 1,299

2016 .......... 143 421 616 161 1,342

2017 .......... 155 422 639 168 1,383

2018 .......... 164 429 659 171 1,424

2019 .......... 174 441 675 178 1,469

Total

1980 .......... 88 300 1,243 ... 1,631

1985 .......... 204 540 608 ... 1,352

1990 .......... 231 736 1,054 ... 2,021

1995 .......... 391 1,142 1,872 ... 3,405

2000 .......... 414 1,283 2,250 ... 3,947

2001 .......... 444 1,243 2,234 ... 3,921

2002 .......... 430 1,304 2,301 ... 4,035

2003 .......... 269 752 807 ... 1,828

2004 .......... 334 846 936 ... 2,116

2005 .......... 675 1,675 2,696 126 5,172

2006 .......... 698 1,813 2,844 211 5,566

2007 .......... 699 1,868 2,860 390 5,817

2008 .......... 676 1,863 2,974 449 5,962

2009 .......... 715 1,928 3,004 562 6,209

2010 .......... 736 1,968 3,074 644 6,423

2011 .......... 735 2,005 3,103 709 6,552

2012 .......... 717 2,044 3,093 759 6,613

2013 .......... 696 2,078 3,103 736 6,613

2014 .......... 681 2,085 3,136 728 6,630

2015 .......... 674 2,078 3,170 729 6,651

2016 .......... 676 2,034 3,203 749 6,663

2017 .......... 687 1,976 3,236 753 6,651

2018 .......... 697 1,922 3,257 754 6,630

2019 .......... 708 1,890 3,235 772 6,605
OASI Numbers

165

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B73.—Disabled Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980........... 13,674 44,483 67,601 ... 125,758

1985........... 10,688 36,025 58,087 ... 104,800

1990........... 11,808 36,176 51,569 ... 99,553

1995........... 24,442 64,350 80,671 ... 169,463

2000........... 26,826 74,091 95,703 ... 196,620

2001........... 26,874 74,965 97,242 ... 199,081

2002........... 26,458 75,867 99,415 ... 201,740

2003........... 26,054 75,425 101,834 ... 203,313

2004........... 26,011 75,142 103,134 ... 204,287

2005........... 26,819 76,248 102,434 3,524 209,025

2006........... 27,237 75,687 103,390 5,749 212,063

2007........... 27,740 73,947 104,594 9,923 216,204

2008........... 28,950 74,331 103,960 13,055 220,296

2009........... 30,197 75,759 104,001 15,755 225,712

2010........... 30,610 77,031 104,735 17,753 230,128

2011........... 30,280 78,018 104,331 19,318 231,947

2012........... 29,470 79,051 102,793 20,328 231,642

2013........... 28,393 79,938 102,174 19,331 229,836

2014........... 27,463 79,677 102,401 18,940 228,482

2015........... 26,972 78,559 102,974 18,507 227,011

2016........... 26,805 76,208 103,516 18,875 225,404

2017........... 26,717 73,424 103,879 18,769 222,789

2018........... 26,684 70,545 103,817 18,685 219,731

2019........... 26,786 68,449 102,114 19,058 216,406

Disabled widowers

1980........... 112 399 391 ... 902

1985........... 129 462 587 ... 1,178

1990........... 183 607 677 ... 1,467

1995........... 552 1,345 1,665 ... 3,562

2000........... 834 1,989 1,959 ... 4,782

2001........... 904 2,139 2,120 ... 5,163

2002........... 947 2,385 2,287 ... 5,619

2003........... 1,059 2,494 2,494 ... 6,047

2004........... 1,167 2,699 2,582 ... 6,448

2005........... 1,310 3,270 2,920 68 7,568

2006........... 1,334 3,482 3,185 114 8,115

2007........... 1,414 3,667 3,487 210 8,778

2008........... 1,538 4,046 3,825 302 9,711

2009........... 1,711 4,481 4,229 347 10,768

2010........... 1,872 4,665 4,670 444 11,651

2011........... 1,929 4,883 5,061 523 12,396

2012........... 1,923 5,124 5,376 615 13,038

2013........... 1,947 5,346 5,647 652 13,591

2014........... 1,996 5,519 5,928 672 14,115

2015........... 2,050 5,731 6,100 743 14,624

2016........... 2,156 5,816 6,325 786 15,083

2017........... 2,320 5,827 6,564 820 15,531

2018........... 2,465 5,920 6,774 837 15,997

2019........... 2,618 6,099 6,927 871 16,515

Total

1980........... 13,786 44,882 67,992 ... 126,660

1985........... 10,817 36,487 58,674 ... 105,978

1990........... 11,991 36,783 52,246 ... 101,020

1995........... 24,994 65,695 82,336 ... 173,025

2000........... 27,660 76,080 97,662 ... 201,402

2001........... 27,778 77,104 99,362 ... 204,244

2002........... 27,405 78,252 101,702 ... 207,359

2003........... 27,113 77,919 104,328 ... 209,360

2004........... 27,178 77,841 105,716 ... 210,735

2005........... 28,129 79,518 105,354 3,592 216,593

2006........... 28,571 79,169 106,575 5,863 220,178

2007........... 29,154 77,614 108,081 10,133 224,982

2008........... 30,488 78,377 107,785 13,357 230,007

2009........... 31,908 80,240 108,230 16,102 236,480

2010........... 32,482 81,695 109,404 18,197 241,779

2011........... 32,209 82,902 109,391 19,841 244,343

2012........... 31,393 84,175 108,170 20,943 244,681

2013........... 30,339 85,284 107,821 19,982 243,427

2014........... 29,459 85,196 108,329 19,612 242,597

2015........... 29,022 84,289 109,074 19,250 241,635

2016........... 28,961 82,024 109,841 19,661 240,487

2017........... 29,037 79,251 110,443 19,590 238,320

2018........... 29,149 76,465 110,591 19,522 235,727

2019........... 29,403 74,548 109,041 19,929 232,921
Benefit Payments

166

Sources:

• Historical figures calculated by subtracting insured counts shown earlier from the total counts obtained 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 2010 Trustees Report intermediate set of assumptions.

Table III.B74.—Uninsured Aged Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 411,176 937,269 709,619 410,252 189,055 60,938 11,210 2,729,519

1985 ............... 449,285 947,443 741,989 441,901 201,411 64,870 14,161 2,861,060

1990 ............... 409,673 984,468 750,868 468,109 222,627 71,511 14,226 2,921,482

1995 ............... 347,738 888,841 789,030 487,074 243,935 82,591 17,518 2,856,727

2000 ............... 291,652 759,332 717,195 522,399 257,426 89,702 19,387 2,657,093

2001 ............... 276,842 727,470 699,411 510,523 270,376 89,750 19,746 2,594,118

2002 ............... 261,934 704,712 678,485 506,942 279,007 90,541 20,246 2,541,867

2003 ............... 245,531 686,316 650,761 501,638 284,501 92,318 20,470 2,481,535

2004 ............... 236,630 659,710 626,265 496,540 292,393 94,504 21,032 2,427,074

2005 ............... 227,879 638,835 603,595 492,569 294,844 100,330 21,646 2,379,698

2006 ............... 215,301 629,032 586,672 488,443 289,498 112,279 22,378 2,343,603

2007 ............... 197,931 617,999 572,986 476,211 289,433 118,238 22,766 2,295,564

2008 ............... 186,818 604,641 565,663 459,566 290,254 122,596 23,799 2,253,337

2009 ............... 186,319 597,338 556,348 446,951 289,160 127,152 24,823 2,228,091

2010 ............... 205,806 603,846 544,003 433,561 289,408 128,870 24,315 2,229,810

2011 ............... 206,595 621,765 536,179 422,035 286,964 128,667 24,625 2,226,828

2012 ............... 194,856 648,625 532,011 412,891 281,218 129,433 25,365 2,224,399

2013 ............... 186,502 666,341 530,580 409,208 271,313 129,561 25,756 2,219,261

2014 ............... 180,716 675,128 534,748 403,903 263,424 129,061 26,115 2,213,096

2015 ............... 177,381 679,074 537,065 396,416 256,116 129,186 26,076 2,201,313

2016 ............... 174,831 664,428 552,818 391,235 249,804 127,910 26,129 2,187,156

2017 ............... 171,674 637,707 576,250 387,879 244,879 125,160 26,288 2,169,838

2018 ............... 167,562 619,169 585,967 387,585 242,663 120,397 26,452 2,149,794

2019 ............... 162,457 604,469 586,354 390,823 239,731 116,810 26,645 2,127,288

Aged husbands

1980 ............... 2,269 19,008 23,436 24,564 17,524 5,742 2,172 94,715

1985 ............... 2,062 17,271 21,294 22,317 15,922 5,218 1,974 86,058

1990 ............... 1,745 14,620 18,028 18,894 13,479 4,417 1,671 72,854

1995 ............... 1,680 14,079 17,360 18,199 12,979 4,252 1,609 70,158

2000 ............... 1,661 16,222 20,004 19,911 13,849 5,761 1,853 79,261

2001 ............... 1,900 16,608 20,584 20,650 14,103 5,974 2,088 81,907

2002 ............... 2,226 17,208 20,950 19,600 14,620 6,169 2,263 83,036

2003 ............... 1,923 17,521 20,631 16,474 15,244 6,740 2,440 80,973

2004 ............... 2,321 14,907 18,372 15,632 14,750 7,048 2,508 75,538

2005 ............... 1,910 15,748 18,607 15,887 14,361 7,569 2,559 76,641

2006 ............... 2,167 15,555 19,615 16,025 13,897 7,634 2,858 77,751

2007 ............... 2,126 16,246 20,354 16,291 13,223 7,918 2,879 79,037

2008 ............... 2,757 15,495 21,580 17,169 12,313 8,282 2,735 80,331

2009 ............... 3,610 16,856 21,998 17,499 12,381 7,679 3,119 83,142

2010 ............... 3,981 18,226 21,666 18,115 12,340 7,527 2,830 84,685

2011 ............... 4,088 18,476 22,547 18,861 12,540 7,133 2,898 86,542

2012 ............... 3,899 19,629 22,570 19,833 12,683 6,818 3,524 88,957

2013 ............... 3,870 19,760 23,281 20,401 13,183 6,478 3,721 90,694

2014 ............... 3,896 19,975 23,487 21,404 13,414 6,587 3,831 92,594

2015 ............... 3,944 20,268 24,121 21,429 13,824 6,576 3,990 94,151

2016 ............... 3,996 20,070 24,347 22,088 14,393 6,710 4,215 95,819

2017 ............... 4,050 19,526 25,624 21,937 15,090 6,757 4,333 97,317

2018 ............... 4,107 19,386 25,548 22,683 15,421 7,082 4,600 98,826

2019 ............... 4,161 19,437 25,488 22,758 16,316 7,127 4,987 100,274

Total

1980 ............... 413,445 956,277 733,055 434,816 206,579 66,680 13,382 2,824,234

1985 ............... 451,347 964,714 763,283 464,218 217,333 70,088 16,135 2,947,118

1990 ............... 411,418 999,088 768,896 487,003 236,106 75,928 15,897 2,994,336

1995 ............... 349,418 902,920 806,390 505,273 256,914 86,843 19,127 2,926,885

2000 ............... 293,313 775,554 737,199 542,310 271,275 95,463 21,240 2,736,354

2001 ............... 278,742 744,078 719,995 531,173 284,479 95,724 21,834 2,676,025

2002 ............... 264,160 721,920 699,435 526,542 293,627 96,710 22,509 2,624,903

2003 ............... 247,454 703,837 671,392 518,112 299,745 99,058 22,910 2,562,508

2004 ............... 238,951 674,617 644,637 512,172 307,143 101,552 23,540 2,502,612

2005 ............... 229,789 654,583 622,202 508,456 309,205 107,899 24,205 2,456,339

2006 ............... 217,468 644,587 606,287 504,468 303,395 119,913 25,236 2,421,354

2007 ............... 200,057 634,245 593,340 492,502 302,656 126,156 25,645 2,374,601

2008 ............... 189,575 620,136 587,243 476,735 302,567 130,878 26,534 2,333,668

2009 ............... 189,929 614,194 578,346 464,450 301,541 134,831 27,942 2,311,233

2010 ............... 209,787 622,072 565,669 451,675 301,748 136,398 27,146 2,314,495

2011 ............... 210,682 640,240 558,726 440,895 299,504 135,800 27,523 2,313,371

2012 ............... 198,755 668,254 554,581 432,724 293,902 136,251 28,889 2,313,356

2013 ............... 190,373 686,101 553,860 429,610 284,496 136,039 29,477 2,309,955

2014 ............... 184,613 695,103 558,236 425,306 276,839 135,648 29,946 2,305,690

2015 ............... 181,325 699,342 561,185 417,845 269,939 135,761 30,066 2,295,464

2016 ............... 178,827 684,498 577,165 413,323 264,197 134,621 30,344 2,282,975

2017 ............... 175,725 657,233 601,875 409,817 259,969 131,917 30,621 2,267,155

2018 ............... 171,669 638,555 611,515 410,268 258,084 127,478 31,051 2,248,621

2019 ............... 166,618 623,906 611,843 413,581 256,047 123,936 31,632 2,227,562
OASI Numbers

167

Sources: 

• Historical figures computed by dividing the number of awards by the uninsured population, less those already in force. 

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B75.—Awards to Uninsured Aged Spouses of Retired Workers, as a Percentage of the Uninsured Population, Less Those Already In Force

(By age and gender, calendar years, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980........... 22.705 10.093 1.344 0.374 0.120 0.050 0.023 5.980

1985........... 23.099 6.765 .978 .273 .089 .032 .011 5.521

1986........... 23.248 6.238 .945 .225 .079 .028 .010 5.391

1987........... 22.092 5.666 .754 .171 .059 .022 .008 5.070

1988........... 21.286 5.643 .796 .143 .050 .018 .007 4.936

1989........... 22.326 6.322 .682 .234 .081 .030 .011 5.077

1990........... 24.761 6.072 .795 .157 .055 .020 .007 5.347

1991........... 22.559 6.121 .873 .141 .048 .019 .006 4.931

1992........... 25.050 5.347 .881 .265 .089 .034 .011 5.087

1993........... 22.293 5.301 .745 .135 .043 .017 .006 4.457

1994........... 20.924 4.857 .784 .112 .038 .015 .005 4.120

1995........... 20.935 4.882 .684 .118 .040 .016 .005 3.979

1996........... 18.873 4.709 .682 .208 .073 .028 .009 3.579

1997........... 19.485 5.271 .544 .200 .074 .027 .009 3.697

1998........... 19.711 4.843 .476 .165 .065 .023 .008 3.602

1999........... 22.288 9.196 .948 .256 .085 .031 .013 4.608

2000........... 26.863 13.421 1.311 .320 .099 .041 .013 5.831

2001........... 26.362 11.975 1.016 .266 .090 .032 .007 5.378

2002........... 26.276 12.276 1.167 .330 .116 .051 .019 5.487

2003........... 25.577 12.354 1.075 .310 .110 .052 .020 5.358

2004........... 25.680 12.860 1.355 .432 .165 .062 .017 5.658

2005........... 25.971 13.221 1.418 .451 .166 .059 .021 5.856

2006........... 24.133 13.145 1.453 .432 .153 .059 .021 5.531

2007........... 24.584 14.554 1.424 .438 .157 .065 .024 5.722

2008........... 24.998 16.909 1.595 .463 .172 .076 .022 6.256

2009........... 24.071 16.804 1.527 .405 .132 .052 .019 6.534

2010........... 24.086 18.589 1.599 .447 .155 .064 .021 7.161

2011........... 23.992 19.104 1.657 .475 .163 .067 .021 7.186

2012........... 24.078 19.937 1.701 .495 .169 .070 .021 7.300

2013........... 24.118 20.635 1.793 .522 .177 .074 .021 7.305

2014........... 24.146 21.105 1.897 .547 .184 .077 .021 7.267

2015........... 24.161 20.670 1.888 .541 .182 .076 .021 7.141

2016........... 24.178 20.755 1.892 .537 .184 .077 .021 7.074

2017........... 24.165 21.158 1.883 .530 .184 .076 .021 7.004

2018........... 24.166 21.314 1.870 .536 .185 .076 .021 6.928

2019........... 24.158 21.367 1.861 .544 .186 .076 .021 6.846

Aged husbands

1980........... .933 2.037 .940 .598 .278 .139 .062 1.018

1985........... .967 1.634 1.003 .675 .362 .137 .068 1.018

1986........... 1.177 1.761 1.022 .678 .451 .115 .068 1.090

1987........... .856 1.464 .772 .509 .333 .114 .052 .855

1988........... .734 1.253 .701 .421 .313 .104 .050 .750

1989........... 1.076 1.879 .741 .478 .367 .126 .063 .953

1990........... .806 1.770 .674 .398 .325 .126 .053 .835

1991........... .509 1.052 .523 .294 .220 .111 .033 .570

1992........... .500 .940 .446 .262 .177 .092 .040 .513

1993........... .635 1.111 .533 .335 .187 .117 .047 .618

1994........... .495 .798 .492 .239 .137 .090 .040 .480

1995........... .544 .769 .408 .226 .125 .082 .040 .453

1996........... .547 .833 .365 .228 .087 .075 .042 .448

1997........... .595 .869 .411 .229 .097 .072 .046 .476

1998........... .605 .962 .402 .214 .156 .065 .050 .491

1999........... .731 1.152 .398 .245 .114 .062 .047 .536

2000........... .863 1.474 .581 .288 .191 .070 .080 .687

2001........... .828 1.492 .546 .270 .167 .065 .047 .669

2002........... .966 1.623 .622 .316 .189 .088 .085 .755

2003........... 1.040 1.654 .593 .314 .180 .112 .054 .750

2004........... 1.054 1.636 .714 .310 .231 .144 .049 .791

2005........... 1.137 1.547 .699 .358 .202 .139 .078 .798

2006........... 1.162 1.559 .694 .360 .194 .141 .083 .793

2007........... 1.265 1.640 .708 .372 .217 .103 .104 .837

2008........... 1.363 1.890 .818 .419 .234 .128 .113 .960

2009........... 1.407 2.122 .844 .472 .240 .176 .097 1.070

2010........... 1.380 2.040 .826 .453 .233 .156 .106 1.054

2011........... 1.392 2.058 .831 .463 .241 .156 .105 1.054

2012........... 1.404 2.078 .834 .461 .234 .157 .105 1.062

2013........... 1.415 2.102 .838 .472 .246 .160 .105 1.063

2014........... 1.427 2.099 .852 .480 .241 .162 .105 1.055

2015........... 1.426 2.070 .850 .470 .242 .157 .105 1.042

2016........... 1.426 2.071 .851 .474 .243 .161 .105 1.033

2017........... 1.426 2.093 .850 .466 .242 .159 .104 1.027

2018........... 1.427 2.104 .851 .471 .246 .161 .104 1.023

2019........... 1.426 2.112 .850 .471 .247 .160 .104 1.020
Benefit Payments

168

Sources: 

• Historical figures calculated by subtracting insured counts shown earlier from the total counts obtained from SSA administrative records. 

• Future figures computed by applying award rate to the uninsured population, less those already in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B76.—Awards to Uninsured Aged Spouses of Retired Workers

(By age and gender, calendar years, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 190,408 75,727 9,620 2,725 897 277 80 279,734

1985 ............... 208,428 54,838 7,160 2,053 656 190 46 273,371

1990 ............... 214,003 52,639 6,378 1,244 410 121 32 274,827

1995 ............... 157,767 42,240 5,940 974 318 96 25 207,360

2000 ............... 176,206 100,975 10,842 2,823 771 257 65 291,939

2001 ............... 170,463 83,151 8,330 2,349 714 194 35 265,236

2002 ............... 169,688 85,125 9,327 2,802 950 309 91 268,292

2003 ............... 163,966 81,733 8,425 2,553 926 301 94 257,998

2004 ............... 170,060 85,387 9,871 3,567 1,350 373 82 270,690

2005 ............... 173,463 90,265 10,200 3,602 1,351 365 101 279,347

2006 ............... 155,597 90,474 10,284 3,456 1,223 364 97 261,495

2007 ............... 149,142 101,176 10,219 3,431 1,199 400 109 265,676

2008 ............... 153,681 117,595 11,080 3,602 1,288 475 99 287,820

2009 ............... 169,003 121,033 10,795 2,992 990 311 85 305,209

2010 ............... 179,540 141,567 11,395 3,227 1,132 379 96 337,334

2011 ............... 172,629 145,734 11,653 3,331 1,196 395 97 335,034

2012 ............... 163,196 156,480 11,617 3,463 1,209 405 100 336,471

2013 ............... 156,516 157,545 12,235 3,568 1,262 423 101 331,651

2014 ............... 152,613 154,448 12,799 3,810 1,259 447 102 325,478

2015 ............... 150,439 147,023 12,455 3,808 1,224 434 102 315,485

2016 ............... 148,464 142,132 12,519 3,727 1,207 438 102 308,588

2017 ............... 145,079 138,268 12,791 3,583 1,199 425 102 301,447

2018 ............... 141,198 135,003 12,466 3,619 1,187 425 103 294,001

2019 ............... 136,624 132,137 12,020 3,640 1,213 409 104 286,147

Aged husbands

1980 ............... 1,471 4,208 1,675 642 239 67 21 8,323

1985 ............... 1,832 5,240 2,083 798 297 84 26 10,360

1990 ............... 1,498 4,288 1,705 652 244 69 22 8,478

1995 ............... 989 2,831 1,125 431 160 46 14 5,596

2000 ............... 1,397 4,358 1,808 674 248 57 27 8,569

2001 ............... 1,439 4,505 1,742 675 224 51 17 8,653

2002 ............... 1,651 5,049 1,989 728 284 70 32 9,803

2003 ............... 1,701 4,922 1,907 737 297 75 21 9,660

2004 ............... 1,949 5,098 2,113 778 355 113 21 10,427

2005 ............... 2,192 5,179 2,143 868 334 111 30 10,857

2006 ............... 2,184 5,169 2,121 896 335 117 32 10,854

2007 ............... 2,216 5,581 2,218 917 347 95 38 11,412

2008 ............... 2,609 6,599 2,424 1,064 378 123 33 13,230

2009 ............... 3,255 7,728 2,685 1,097 413 144 34 15,356

2010 ............... 3,450 7,649 2,720 1,059 375 131 31 15,414

2011 ............... 3,438 7,748 2,749 1,092 406 141 32 15,607

2012 ............... 3,332 8,147 2,722 1,128 397 136 42 15,905

2013 ............... 3,320 8,130 2,828 1,115 443 148 42 16,027

2014 ............... 3,351 8,018 2,809 1,249 410 167 43 16,047

2015 ............... 3,383 7,919 2,776 1,277 421 155 45 15,976

2016 ............... 3,427 7,808 2,795 1,295 429 167 48 15,969

2017 ............... 3,469 7,702 2,911 1,260 444 166 49 16,000

2018 ............... 3,518 7,700 2,881 1,316 439 180 53 16,087

2019 ............... 3,567 7,755 2,845 1,291 486 170 58 16,173

Total

1980 ............... 191,879 79,935 11,295 3,367 1,136 344 101 288,057

1985 ............... 210,260 60,078 9,243 2,851 953 274 72 283,731

1990 ............... 215,501 56,927 8,083 1,896 654 190 54 283,305

1995 ............... 158,756 45,071 7,065 1,405 478 142 39 212,956

2000 ............... 177,603 105,333 12,650 3,497 1,019 314 92 300,508

2001 ............... 171,902 87,656 10,072 3,024 938 245 52 273,889

2002 ............... 171,339 90,174 11,316 3,530 1,234 379 123 278,095

2003 ............... 165,667 86,655 10,332 3,290 1,223 376 115 267,658

2004 ............... 172,009 90,485 11,984 4,345 1,705 486 103 281,117

2005 ............... 175,655 95,444 12,343 4,470 1,685 476 131 290,204

2006 ............... 157,781 95,643 12,405 4,352 1,558 481 129 272,349

2007 ............... 151,358 106,757 12,437 4,348 1,546 495 147 277,088

2008 ............... 156,290 124,194 13,504 4,666 1,666 598 132 301,050

2009 ............... 172,258 128,761 13,480 4,089 1,403 455 119 320,565

2010 ............... 182,990 149,216 14,114 4,285 1,506 510 127 352,748

2011 ............... 176,067 153,482 14,401 4,423 1,602 536 129 350,641

2012 ............... 166,528 164,627 14,339 4,592 1,607 541 143 352,376

2013 ............... 159,837 165,675 15,063 4,683 1,705 572 144 347,678

2014 ............... 155,964 162,466 15,608 5,059 1,669 614 144 341,525

2015 ............... 153,822 154,942 15,231 5,085 1,645 589 147 331,461

2016 ............... 151,891 149,939 15,314 5,023 1,636 605 150 324,558

2017 ............... 148,548 145,970 15,702 4,842 1,642 591 151 317,446

2018 ............... 144,716 142,703 15,347 4,935 1,626 605 156 310,089

2019 ............... 140,191 139,892 14,865 4,932 1,699 579 162 302,320
OASI Numbers

169

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B77.—Uninsured Aged Spouses of Retired Workers With Benefits Withheld, as a Percentage of Those In Force

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980........... 2.886 5.755 4.247 2.110 0.591 0.668 2.783 3.899

1985........... 2.867 5.761 4.242 2.104 .591 .666 2.789 3.853

1986........... 2.876 5.768 4.230 2.098 .590 .667 2.784 3.862

1987........... 2.873 5.761 4.226 2.101 .590 .666 2.785 3.857

1988........... 2.866 5.754 4.229 2.103 .590 .665 2.786 3.853

1989........... 2.872 5.744 4.231 2.102 .590 .665 2.787 3.852

1990........... 2.870 5.740 4.255 2.099 .590 .666 2.784 3.842

1991........... 2.861 5.741 4.265 2.095 .590 .667 2.788 3.826

1992........... 2.872 5.743 4.262 2.088 .590 .664 2.786 3.814

1993........... 2.869 5.741 4.246 2.088 .591 .665 2.783 3.792

1994........... 2.861 5.737 4.213 2.088 .589 .666 2.787 3.760

1995........... 2.856 5.738 4.206 2.104 .590 .667 2.786 3.740

1996........... 2.864 5.740 4.216 2.116 .595 .664 2.784 3.720

1997........... 2.991 5.943 4.811 2.566 .609 .508 2.708 4.017

1998........... 3.171 5.712 4.548 2.450 .595 .497 2.680 3.837

1999........... 2.635 5.778 4.530 2.162 .650 .512 2.694 3.710

2000........... 3.443 5.820 3.879 1.586 .404 .426 2.693 3.473

2001........... 3.164 6.057 4.323 1.812 .713 .498 2.613 3.670

2002........... 3.626 6.389 5.060 2.364 1.069 .609 2.741 4.128

2003........... 3.783 7.010 5.023 2.896 1.010 .534 1.563 4.364

2004........... 2.819 7.026 5.210 3.615 1.558 .520 1.921 4.493

2005........... 3.021 7.530 5.481 4.204 2.126 .582 1.913 4.876

2006........... 3.243 8.332 6.306 4.812 1.767 4.491 3.226 5.580

2007........... 3.276 8.355 6.188 5.158 2.619 4.960 1.753 5.749

2008........... 2.725 8.803 6.890 5.282 3.421 5.599 2.025 6.161

2009........... 2.852 8.424 7.302 5.553 4.084 6.077 2.155 6.335

2010........... 2.886 8.427 7.300 5.547 4.090 6.042 2.155 6.311

2011........... 2.953 8.438 7.303 5.554 4.070 6.024 2.155 6.337

2012........... 2.938 8.443 7.310 5.561 4.051 6.026 2.155 6.387

2013........... 2.933 8.426 7.315 5.557 4.021 6.032 2.155 6.419

2014........... 2.925 8.435 7.324 5.556 4.025 6.034 2.155 6.452

2015........... 2.922 8.428 7.317 5.554 4.057 6.019 2.155 6.471

2016........... 2.919 8.415 7.327 5.559 4.064 6.000 2.155 6.477

2017........... 2.920 8.420 7.352 5.558 4.071 5.975 2.155 6.482

2018........... 2.925 8.421 7.327 5.566 4.070 5.911 2.155 6.471

2019........... 2.924 8.423 7.307 5.570 4.068 5.912 2.155 6.464

Aged husbands

1980........... 44.645 55.540 53.268 64.912 73.248 65.099 50.691 60.892

1985........... 44.617 55.538 53.269 64.915 73.245 65.102 50.709 60.891

1986........... 44.622 55.536 53.265 64.911 73.250 65.126 50.702 60.892

1987........... 44.626 55.536 53.271 64.917 73.252 65.116 50.695 60.895

1988........... 44.671 55.541 53.272 64.915 73.243 65.110 50.692 60.894

1989........... 44.612 55.536 53.269 64.921 73.246 65.116 50.729 60.895

1990........... 44.642 55.540 53.278 64.909 73.232 65.135 50.688 60.893

1991........... 44.702 55.529 53.272 64.917 73.260 65.126 50.756 60.898

1992........... 44.700 55.535 53.266 64.909 73.263 65.130 50.708 60.896

1993........... 44.603 55.540 53.267 64.921 73.256 65.152 50.685 60.898

1994........... 44.629 55.534 53.287 64.921 73.244 65.095 50.713 60.897

1995........... 44.643 55.544 53.289 64.932 73.249 65.099 50.653 60.903

1996........... 47.753 56.232 54.683 65.722 73.244 65.156 50.715 61.604

1997........... 46.590 56.276 52.666 66.250 74.458 63.187 50.852 61.413

1998........... 50.744 57.598 53.645 67.125 74.507 61.599 50.844 62.152

1999........... 41.347 56.846 55.519 65.811 74.887 67.229 53.153 62.359

2000........... 40.277 58.840 54.444 65.612 73.962 61.708 47.437 61.627

2001........... 43.474 55.949 53.561 64.702 72.836 68.514 52.299 60.997

2002........... 46.586 55.538 52.220 60.316 71.984 71.373 53.778 59.613

2003........... 47.582 54.614 51.234 50.789 71.228 75.519 59.385 57.819

2004........... 47.867 44.898 43.485 44.703 66.631 75.369 61.523 52.244

2005........... 29.476 46.304 42.828 41.739 63.457 75.571 65.690 50.846

2006........... 34.795 43.677 42.896 39.663 59.531 73.277 70.294 49.123

2007........... 43.979 46.233 42.984 36.161 53.089 68.060 68.878 47.418

2008........... 45.956 41.065 41.223 39.665 46.041 66.168 65.631 45.163

2009........... 53.989 39.826 39.090 37.636 42.557 59.318 68.900 43.083

2010........... 53.626 38.974 39.160 37.625 41.693 58.058 68.900 42.514

2011........... 53.589 39.924 38.930 37.649 41.635 58.948 68.900 42.601

2012........... 53.645 39.504 39.124 37.575 41.770 58.951 68.900 42.575

2013........... 53.679 39.306 39.027 37.545 41.758 58.439 68.900 42.389

2014........... 53.698 39.551 38.923 37.557 41.872 58.425 68.900 42.419

2015........... 53.704 39.369 39.162 37.547 41.676 58.020 68.900 42.395

2016........... 53.712 39.071 38.875 37.341 41.404 58.053 68.900 42.225

2017........... 53.707 39.284 39.011 37.542 41.777 58.393 68.900 42.452

2018........... 53.716 39.373 39.097 37.412 41.515 57.876 68.900 42.482

2019........... 53.720 39.453 39.019 37.689 41.529 58.320 68.900 42.678
Benefit Payments

170

Sources: 

• Historical figures calculated by subtracting numbers in current-payment status from numbers in force.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B78.—Uninsured Aged Spouses of Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 .......... 11,867 53,937 30,136 8,657 1,117 407 312 106,433

1985 .......... 12,879 54,580 31,475 9,299 1,190 432 395 110,250

1990 .......... 11,759 56,511 31,950 9,824 1,313 476 396 112,229

1995 .......... 9,930 51,001 33,184 10,246 1,438 551 488 106,838

2000 .......... 10,041 44,191 27,821 8,285 1,039 382 522 92,281

2001 .......... 8,760 44,062 30,236 9,253 1,929 447 516 95,203

2002 .......... 9,499 45,022 34,333 11,984 2,983 551 555 104,927

2003 .......... 9,288 48,112 32,685 14,525 2,874 493 320 108,297

2004 .......... 6,670 46,349 32,630 17,948 4,556 491 404 109,048

2005 .......... 6,884 48,105 33,083 20,708 6,267 584 414 116,045

2006 .......... 6,983 52,412 36,995 23,502 5,115 5,042 722 130,771

2007 .......... 6,484 51,631 35,457 24,565 7,581 5,865 399 131,982

2008 .......... 5,091 53,226 38,972 24,274 9,929 6,864 482 138,838

2009 .......... 5,314 50,319 40,624 24,821 11,808 7,727 535 141,148

2010 .......... 5,939 50,885 39,712 24,048 11,838 7,787 524 140,733

2011 .......... 6,101 52,463 39,155 23,441 11,679 7,750 531 141,120

2012 .......... 5,725 54,764 38,893 22,959 11,392 7,800 547 142,079

2013 .......... 5,471 56,148 38,814 22,738 10,909 7,815 555 142,451

2014 .......... 5,287 56,946 39,162 22,440 10,604 7,787 563 142,789

2015 .......... 5,183 57,230 39,299 22,019 10,390 7,776 562 142,458

2016 .......... 5,103 55,910 40,503 21,748 10,151 7,674 563 141,652

2017 .......... 5,013 53,692 42,364 21,558 9,968 7,478 567 140,640

2018 .......... 4,901 52,142 42,932 21,574 9,876 7,116 570 139,112

2019 .......... 4,750 50,915 42,847 21,769 9,753 6,905 574 137,515

Aged husbands

1980 .......... 1,013 10,557 12,484 15,945 12,836 3,738 1,101 57,674

1985 .......... 920 9,592 11,343 14,487 11,662 3,397 1,001 52,402

1990 .......... 779 8,120 9,605 12,264 9,871 2,877 847 44,363

1995 .......... 750 7,820 9,251 11,817 9,507 2,768 815 42,728

2000 .......... 669 9,545 10,891 13,064 10,243 3,555 879 48,846

2001 .......... 826 9,292 11,025 13,361 10,272 4,093 1,092 49,961

2002 .......... 1,037 9,557 10,940 11,822 10,524 4,403 1,217 49,500

2003 .......... 915 9,569 10,570 8,367 10,858 5,090 1,449 46,818

2004 .......... 1,111 6,693 7,989 6,988 9,828 5,312 1,543 39,464

2005 .......... 563 7,292 7,969 6,631 9,113 5,720 1,681 38,969

2006 .......... 754 6,794 8,414 6,356 8,273 5,594 2,009 38,194

2007 .......... 935 7,511 8,749 5,891 7,020 5,389 1,983 37,478

2008 .......... 1,267 6,363 8,896 6,810 5,669 5,480 1,795 36,280

2009 .......... 1,949 6,713 8,599 6,586 5,269 4,555 2,149 35,820

2010 .......... 2,135 7,103 8,484 6,816 5,145 4,370 1,950 36,003

2011 .......... 2,191 7,376 8,778 7,101 5,221 4,205 1,997 36,868

2012 .......... 2,092 7,754 8,830 7,452 5,298 4,020 2,428 37,874

2013 .......... 2,078 7,767 9,086 7,660 5,505 3,786 2,564 38,444

2014 .......... 2,092 7,900 9,142 8,039 5,617 3,848 2,640 39,278

2015 .......... 2,118 7,979 9,446 8,046 5,761 3,815 2,749 39,915

2016 .......... 2,146 7,841 9,465 8,248 5,959 3,896 2,904 40,460

2017 .......... 2,175 7,671 9,996 8,236 6,304 3,946 2,985 41,313

2018 .......... 2,206 7,633 9,988 8,486 6,402 4,099 3,169 41,983

2019 .......... 2,235 7,669 9,945 8,577 6,776 4,156 3,436 42,795

Total

1980 .......... 12,880 64,494 42,620 24,602 13,953 4,145 1,413 164,107

1985 .......... 13,799 64,172 42,818 23,786 12,852 3,829 1,396 162,652

1990 .......... 12,538 64,631 41,555 22,088 11,184 3,353 1,243 156,592

1995 .......... 10,680 58,821 42,435 22,063 10,945 3,319 1,303 149,566

2000 .......... 10,710 53,736 38,712 21,349 11,282 3,937 1,401 141,127

2001 .......... 9,586 53,354 41,261 22,614 12,201 4,540 1,608 145,164

2002 .......... 10,536 54,579 45,273 23,806 13,507 4,954 1,772 154,427

2003 .......... 10,203 57,681 43,255 22,892 13,732 5,583 1,769 155,115

2004 .......... 7,781 53,042 40,619 24,936 14,384 5,803 1,947 148,512

2005 .......... 7,447 55,397 41,052 27,339 15,380 6,304 2,095 155,014

2006 .......... 7,737 59,206 45,409 29,858 13,388 10,636 2,731 168,965

2007 .......... 7,419 59,142 44,206 30,456 14,601 11,254 2,382 169,460

2008 .......... 6,358 59,589 47,868 31,084 15,598 12,344 2,277 175,118

2009 .......... 7,263 57,032 49,223 31,407 17,077 12,282 2,684 176,968

2010 .......... 8,074 57,988 48,196 30,864 16,983 12,157 2,474 176,736

2011 .......... 8,291 59,839 47,932 30,542 16,900 11,955 2,527 177,987

2012 .......... 7,816 62,518 47,723 30,411 16,690 11,820 2,975 179,953

2013 .......... 7,548 63,915 47,900 30,398 16,414 11,601 3,119 180,895

2014 .......... 7,379 64,846 48,304 30,478 16,221 11,636 3,202 182,066

2015 .......... 7,301 65,209 48,746 30,065 16,151 11,591 3,311 182,373

2016 .......... 7,249 63,751 49,968 29,996 16,110 11,570 3,467 182,112

2017 .......... 7,189 61,362 52,360 29,794 16,272 11,423 3,552 181,953

2018 .......... 7,107 59,775 52,921 30,060 16,278 11,215 3,739 181,095

2019 .......... 6,985 58,584 52,793 30,347 16,529 11,062 4,010 180,310
OASI Numbers

171

Sources: 

• Historical figures calculated by subtracting insured counts shown earlier from the total counts obtained from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B79.—Uninsured Aged Spouses of Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980........... 399,309 883,332 679,483 401,595 187,938 60,531 10,898 2,623,086

1985........... 436,406 892,863 710,514 432,602 200,221 64,438 13,766 2,750,810

1990........... 397,914 927,957 718,918 458,285 221,314 71,035 13,830 2,809,253

1995........... 337,808 837,840 755,846 476,828 242,497 82,040 17,030 2,749,889

2000........... 281,611 715,141 689,374 514,114 256,387 89,320 18,865 2,564,812

2001........... 268,082 683,408 669,175 501,270 268,447 89,303 19,230 2,498,915

2002........... 252,435 659,690 644,152 494,958 276,024 89,990 19,691 2,436,940

2003........... 236,243 638,204 618,076 487,113 281,627 91,825 20,150 2,373,238

2004........... 229,960 613,361 593,635 478,592 287,837 94,013 20,628 2,318,026

2005........... 220,995 590,730 570,512 471,861 288,577 99,746 21,232 2,263,653

2006........... 208,318 576,620 549,677 464,941 284,383 107,237 21,656 2,212,832

2007........... 191,447 566,368 537,529 451,646 281,852 112,373 22,367 2,163,582

2008........... 181,727 551,415 526,691 435,292 280,325 115,732 23,317 2,114,499

2009........... 181,005 547,019 515,724 422,130 277,352 119,425 24,288 2,086,943

2010........... 199,866 552,962 504,292 409,513 277,570 121,084 23,791 2,089,077

2011........... 200,494 569,302 497,024 398,593 275,285 120,916 24,094 2,085,709

2012........... 189,131 593,861 493,118 389,932 269,826 121,633 24,818 2,082,320

2013........... 181,032 610,192 491,766 386,470 260,404 121,746 25,200 2,076,810

2014........... 175,430 618,183 495,586 381,463 252,820 121,274 25,552 2,070,307

2015........... 172,198 621,844 497,765 374,397 245,726 121,410 25,514 2,058,855

2016........... 169,728 608,518 512,315 369,487 239,654 120,236 25,566 2,045,504

2017........... 166,661 584,015 533,886 366,321 234,911 117,682 25,721 2,029,198

2018........... 162,661 567,028 543,035 366,010 232,787 113,280 25,882 2,010,682

2019........... 157,707 553,553 543,507 369,054 229,978 109,904 26,070 1,989,773

Aged husbands

1980........... 1,256 8,451 10,952 8,619 4,688 2,004 1,071 37,041

1985........... 1,142 7,679 9,951 7,830 4,260 1,821 973 33,656

1990........... 966 6,500 8,423 6,630 3,608 1,540 824 28,491

1995........... 930 6,259 8,109 6,382 3,472 1,484 794 27,430

2000........... 992 6,677 9,113 6,847 3,606 2,206 974 30,415

2001........... 1,074 7,316 9,559 7,289 3,831 1,881 996 31,946

2002........... 1,189 7,651 10,010 7,778 4,096 1,766 1,046 33,536

2003........... 1,008 7,952 10,061 8,107 4,386 1,650 991 34,155

2004........... 1,210 8,214 10,383 8,644 4,922 1,736 965 36,074

2005........... 1,347 8,456 10,638 9,256 5,248 1,849 878 37,672

2006........... 1,413 8,761 11,201 9,669 5,624 2,040 849 39,557

2007........... 1,191 8,735 11,605 10,400 6,203 2,529 896 41,559

2008........... 1,490 9,132 12,684 10,359 6,644 2,802 940 44,051

2009........... 1,661 10,143 13,399 10,913 7,112 3,124 970 47,322

2010........... 1,846 11,123 13,182 11,299 7,195 3,157 880 48,682

2011........... 1,897 11,100 13,770 11,760 7,319 2,928 901 49,675

2012........... 1,808 11,875 13,740 12,381 7,385 2,799 1,096 51,083

2013........... 1,793 11,993 14,195 12,742 7,678 2,692 1,157 52,250

2014........... 1,804 12,075 14,345 13,365 7,798 2,738 1,191 53,317

2015........... 1,826 12,289 14,674 13,383 8,063 2,761 1,241 54,236

2016........... 1,850 12,228 14,882 13,840 8,434 2,815 1,311 55,360

2017........... 1,875 11,856 15,628 13,701 8,786 2,811 1,348 56,004

2018........... 1,901 11,753 15,560 14,197 9,019 2,983 1,430 56,843

2019........... 1,926 11,768 15,543 14,181 9,540 2,970 1,551 57,479

Total

1980........... 400,565 891,783 690,435 410,214 192,626 62,535 11,969 2,660,127

1985........... 437,548 900,542 720,465 440,432 204,481 66,259 14,739 2,784,466

1990........... 398,880 934,457 727,341 464,915 224,922 72,575 14,654 2,837,744

1995........... 338,738 844,099 763,955 483,210 245,969 83,524 17,824 2,777,319

2000........... 282,603 721,818 698,487 520,961 259,993 91,526 19,839 2,595,227

2001........... 269,156 690,724 678,734 508,559 272,278 91,184 20,226 2,530,861

2002........... 253,624 667,341 654,162 502,736 280,120 91,756 20,737 2,470,476

2003........... 237,251 646,156 628,137 495,220 286,013 93,475 21,141 2,407,393

2004........... 231,170 621,575 604,018 487,236 292,759 95,749 21,593 2,354,100

2005........... 222,342 599,186 581,150 481,117 293,825 101,595 22,110 2,301,325

2006........... 209,731 585,381 560,878 474,610 290,007 109,277 22,505 2,252,389

2007........... 192,638 575,103 549,134 462,046 288,055 114,902 23,263 2,205,141

2008........... 183,217 560,547 539,375 445,651 286,969 118,534 24,257 2,158,550

2009........... 182,666 557,162 529,123 433,043 284,464 122,549 25,258 2,134,265

2010........... 201,713 564,084 517,473 420,812 284,765 124,241 24,672 2,137,759

2011........... 202,391 580,401 510,794 410,353 282,604 123,845 24,996 2,135,383

2012........... 190,939 605,736 506,858 402,312 277,212 124,431 25,914 2,133,403

2013........... 182,824 622,185 505,960 399,212 268,082 124,438 26,358 2,129,060

2014........... 177,234 630,257 509,931 394,828 260,618 124,012 26,744 2,123,624

2015........... 174,024 634,133 512,440 387,780 253,789 124,171 26,755 2,113,091

2016........... 171,578 620,747 527,197 383,328 248,087 123,051 26,877 2,100,864

2017........... 168,536 595,870 549,515 380,023 243,697 120,493 27,069 2,085,203

2018........... 164,562 578,781 558,594 380,207 241,806 116,263 27,312 2,067,525

2019........... 159,632 565,322 559,050 383,234 239,518 112,875 27,621 2,047,252
Benefit Payments

172

Source:

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B80.—Aged Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year

62-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged wives

1980 ............... 36,635 411,176 447,811 133,968 2,318,343 2,452,311 170,603 2,729,519 2,900,122

1985 ............... 40,271 449,285 489,556 139,406 2,411,775 2,551,181 179,677 2,861,060 3,040,737

1986 ............... 39,623 443,599 483,222 140,989 2,440,195 2,581,184 180,612 2,883,794 3,064,406

1987 ............... 38,964 435,812 474,776 141,698 2,458,594 2,600,292 180,662 2,894,406 3,075,068

1988 ............... 38,315 427,556 465,871 142,472 2,474,469 2,616,941 180,787 2,902,025 3,082,812

1989 ............... 37,010 413,925 450,935 143,847 2,496,222 2,640,069 180,857 2,910,147 3,091,004

1990 ............... 36,641 409,673 446,314 144,675 2,511,809 2,656,484 181,316 2,921,482 3,102,798

1991 ............... 35,986 401,172 437,158 145,396 2,525,031 2,670,427 181,382 2,926,203 3,107,585

1992 ............... 35,288 394,893 430,181 146,464 2,542,052 2,688,516 181,752 2,936,945 3,118,697

1993 ............... 34,362 384,190 418,552 146,156 2,537,464 2,683,620 180,518 2,921,654 3,102,172

1994 ............... 33,496 373,589 407,085 145,195 2,522,209 2,667,404 178,691 2,895,798 3,074,489

1995 ............... 31,224 347,738 378,962 144,630 2,508,989 2,653,619 175,854 2,856,727 3,032,581

1996 ............... 29,201 325,894 355,095 143,339 2,486,223 2,629,562 172,540 2,812,117 2,984,657

1997 ............... 21,062 317,384 338,446 116,480 2,495,435 2,611,915 137,542 2,812,819 2,950,361

1998 ............... 23,544 303,773 327,317 118,223 2,441,256 2,559,479 141,767 2,745,029 2,886,796

1999 ............... 23,395 289,088 312,483 128,108 2,386,917 2,515,025 151,503 2,676,005 2,827,508

2000 ............... 24,534 291,652 316,186 124,630 2,365,441 2,490,071 149,164 2,657,093 2,806,257

2001 ............... 24,376 276,842 301,218 133,859 2,317,276 2,451,135 158,235 2,594,118 2,752,353

2002 ............... 25,481 261,934 287,415 134,011 2,279,933 2,413,944 159,492 2,541,867 2,701,359

2003 ............... 25,954 245,531 271,485 136,385 2,236,004 2,372,389 162,339 2,481,535 2,643,874

2004 ............... 23,406 236,630 260,036 142,347 2,190,444 2,332,791 165,753 2,427,074 2,592,827

2005 ............... 24,556 227,879 252,435 151,012 2,151,819 2,302,831 175,568 2,379,698 2,555,266

2006 ............... 25,264 215,301 240,565 152,736 2,128,302 2,281,038 178,000 2,343,603 2,521,603

2007 ............... 23,896 197,931 221,827 157,902 2,097,633 2,255,535 181,798 2,295,564 2,477,362

2008 ............... 19,024 186,818 205,842 150,076 2,066,519 2,216,595 169,100 2,253,337 2,422,437

2009 ............... 21,887 186,319 208,206 143,412 2,041,772 2,185,184 165,299 2,228,091 2,393,390

2010 ............... 23,478 205,806 229,284 144,875 2,024,004 2,168,879 168,353 2,229,810 2,398,163

2011 ............... 23,976 206,595 230,571 146,520 2,020,234 2,166,754 170,496 2,226,829 2,397,325

2012 ............... 22,912 194,856 217,768 149,251 2,029,543 2,178,794 172,163 2,224,399 2,396,562

2013 ............... 22,618 186,502 209,120 151,807 2,032,759 2,184,566 174,425 2,219,261 2,393,686

2014 ............... 22,476 180,716 203,192 154,685 2,032,380 2,187,065 177,161 2,213,096 2,390,257

2015 ............... 22,441 177,381 199,822 157,936 2,023,932 2,181,868 180,377 2,201,313 2,381,690

2016 ............... 22,392 174,831 197,223 161,153 2,012,325 2,173,478 183,545 2,187,156 2,370,701

2017 ............... 22,161 171,674 193,835 164,815 1,998,163 2,162,978 186,976 2,169,837 2,356,813

2018 ............... 21,726 167,562 189,288 168,881 1,982,233 2,151,114 190,607 2,149,795 2,340,402

2019 ............... 21,056 162,457 183,513 172,915 1,964,832 2,137,747 193,971 2,127,289 2,321,260

Aged husbands

1980 ............... 680 2,269 2,949 4,871 92,446 97,317 5,551 94,715 100,266

1985 ............... 367 2,062 2,429 3,293 83,996 87,289 3,660 86,058 89,718

1986 ............... 334 2,008 2,342 3,080 81,842 84,922 3,414 83,850 87,264

1987 ............... 301 1,954 2,255 2,899 79,600 82,499 3,200 81,554 84,754

1988 ............... 261 1,811 2,072 2,600 73,779 76,379 2,861 75,590 78,451

1989 ............... 242 1,791 2,033 2,498 72,999 75,497 2,740 74,790 77,530

1990 ............... 223 1,745 1,968 2,370 71,109 73,479 2,593 72,854 75,447

1991 ............... 208 1,727 1,935 2,287 70,334 72,621 2,495 72,061 74,556

1992 ............... 194 1,698 1,892 2,195 69,154 71,349 2,389 70,852 73,241

1993 ............... 182 1,677 1,859 2,124 68,347 70,471 2,306 70,024 72,330

1994 ............... 175 1,685 1,860 2,078 68,639 70,717 2,253 70,324 72,577

1995 ............... 167 1,680 1,847 2,039 68,478 70,517 2,206 70,158 72,364

1996 ............... 160 1,780 1,940 2,104 69,613 71,717 2,264 71,393 73,657

1997 ............... 60 1,906 1,966 1,948 70,738 72,686 2,008 72,644 74,652

1998 ............... 101 2,016 2,117 1,948 72,635 74,583 2,049 74,651 76,700

1999 ............... 180 1,618 1,798 2,048 74,275 76,323 2,228 75,893 78,121

2000 ............... 148 1,661 1,809 2,185 77,600 79,785 2,333 79,261 81,594

2001 ............... 108 1,900 2,008 1,945 80,007 81,952 2,053 81,907 83,960

2002 ............... 111 2,226 2,337 1,808 80,810 82,618 1,919 83,036 84,955

2003 ............... 348 1,923 2,271 2,348 79,050 81,398 2,696 80,973 83,669

2004 ............... 171 2,321 2,492 2,297 73,217 75,514 2,468 75,538 78,006

2005 ............... 150 1,910 2,060 2,516 74,731 77,247 2,666 76,641 79,307

2006 ............... 157 2,167 2,324 2,543 75,584 78,127 2,700 77,751 80,451

2007 ............... 544 2,126 2,670 2,757 76,911 79,668 3,301 79,037 82,338

2008 ............... 361 2,757 3,118 2,839 77,574 80,413 3,200 80,331 83,531

2009 ............... 448 3,610 4,058 3,854 79,532 83,386 4,302 83,142 87,444

2010 ............... 531 3,981 4,512 3,945 80,704 84,649 4,476 84,685 89,161

2011 ............... 562 4,088 4,650 4,124 82,455 86,579 4,686 86,543 91,229

2012 ............... 553 3,899 4,452 4,473 85,058 89,531 5,026 88,957 93,983

2013 ............... 562 3,870 4,432 4,859 86,823 91,682 5,421 90,693 96,114

2014 ............... 577 3,896 4,473 5,194 88,698 93,892 5,771 92,594 98,365

2015 ............... 595 3,944 4,539 5,452 90,207 95,659 6,047 94,151 100,198

2016 ............... 615 3,996 4,611 5,715 91,823 97,538 6,330 95,819 102,149

2017 ............... 633 4,050 4,683 5,973 93,267 99,240 6,606 97,317 103,923

2018 ............... 650 4,107 4,757 6,227 94,719 100,946 6,877 98,826 105,703

2019 ............... 664 4,161 4,825 6,476 96,113 102,589 7,140 100,274 107,414
OASI Numbers

173

Source: 

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B81.—Aged Spouses of Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year

62-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged wives

1980........... 35,893 399,309 435,202 130,492 2,223,777 2,354,269 166,385 2,623,086 2,789,471

1985........... 39,484 436,406 475,890 136,007 2,314,404 2,450,411 175,491 2,750,810 2,926,301

1986........... 38,856 430,841 469,697 137,576 2,341,580 2,479,156 176,432 2,772,421 2,948,853

1987........... 38,215 423,290 461,505 138,306 2,359,488 2,497,794 176,521 2,782,778 2,959,299

1988........... 37,586 415,304 452,890 139,101 2,374,919 2,514,020 176,687 2,790,223 2,966,910

1989........... 36,312 402,038 438,350 140,477 2,396,005 2,536,482 176,789 2,798,043 2,974,832

1990........... 35,956 397,914 433,870 141,339 2,411,339 2,552,678 177,295 2,809,253 2,986,548

1991........... 35,317 389,693 425,010 142,107 2,424,553 2,566,660 177,424 2,814,246 2,991,670

1992........... 34,638 383,552 418,190 143,205 2,441,375 2,584,580 177,843 2,824,927 3,002,770

1993........... 33,734 373,166 406,900 142,955 2,437,696 2,580,651 176,689 2,810,862 2,987,551

1994........... 32,890 362,900 395,790 142,063 2,424,016 2,566,079 174,953 2,786,916 2,961,869

1995........... 30,662 337,808 368,470 141,557 2,412,081 2,553,638 172,219 2,749,889 2,922,108

1996........... 28,680 316,560 345,240 140,332 2,390,938 2,531,270 169,012 2,707,498 2,876,510

1997........... 20,690 307,890 328,580 114,042 2,391,938 2,505,980 134,732 2,699,828 2,834,560

1998........... 23,131 294,139 317,270 115,871 2,345,569 2,461,440 139,002 2,639,708 2,778,710

1999........... 22,990 281,470 304,460 125,525 2,295,266 2,420,791 148,515 2,576,736 2,725,251

2000........... 24,113 281,611 305,724 121,432 2,283,201 2,404,633 145,545 2,564,812 2,710,357

2001........... 23,960 268,082 292,042 131,591 2,230,833 2,362,424 155,551 2,498,915 2,654,466

2002........... 25,049 252,435 277,484 131,407 2,184,505 2,315,912 156,456 2,436,940 2,593,396

2003........... 25,518 236,243 261,761 133,468 2,136,995 2,270,463 158,986 2,373,238 2,532,224

2004........... 23,018 229,960 252,978 139,884 2,088,066 2,227,950 162,902 2,318,026 2,480,928

2005........... 24,152 220,995 245,147 148,147 2,042,658 2,190,805 172,299 2,263,653 2,435,952

2006........... 25,047 208,318 233,365 150,755 2,004,514 2,155,269 175,802 2,212,832 2,388,634

2007........... 23,800 191,447 215,247 155,500 1,972,135 2,127,635 179,300 2,163,582 2,342,882

2008........... 18,900 181,727 200,627 147,300 1,932,772 2,080,072 166,200 2,114,499 2,280,699

2009........... 21,600 181,005 202,605 140,000 1,905,938 2,045,938 161,600 2,086,943 2,248,543

2010........... 23,250 199,866 223,116 142,231 1,889,211 2,031,442 165,481 2,089,077 2,254,558

2011........... 23,744 200,494 224,238 143,823 1,885,214 2,029,037 167,567 2,085,708 2,253,275

2012........... 22,690 189,131 211,821 146,509 1,893,189 2,039,698 169,199 2,082,320 2,251,519

2013........... 22,398 181,032 203,430 149,021 1,895,779 2,044,800 171,419 2,076,811 2,248,230

2014........... 22,258 175,430 197,688 151,855 1,894,878 2,046,733 174,113 2,070,308 2,244,421

2015........... 22,223 172,198 194,421 155,042 1,886,657 2,041,699 177,265 2,058,855 2,236,120

2016........... 22,174 169,728 191,902 158,193 1,875,776 2,033,969 180,367 2,045,504 2,225,871

2017........... 21,945 166,661 188,606 161,767 1,862,537 2,024,304 183,712 2,029,198 2,212,910

2018........... 21,515 162,661 184,176 165,728 1,848,022 2,013,750 187,243 2,010,683 2,197,926

2019........... 20,852 157,707 178,559 169,678 1,832,067 2,001,745 190,530 1,989,774 2,180,304

Aged husbands

1980........... 148 1,256 1,404 1,994 35,785 37,779 2,142 37,041 39,183

1985........... 134 1,142 1,276 1,813 32,514 34,327 1,947 33,656 35,603

1986........... 132 1,112 1,244 1,764 31,680 33,444 1,896 32,792 34,688

1987........... 128 1,082 1,210 1,719 30,810 32,529 1,847 31,892 33,739

1988........... 118 1,002 1,120 1,591 28,558 30,149 1,709 29,560 31,269

1989........... 117 992 1,109 1,576 28,255 29,831 1,693 29,247 30,940

1990........... 114 966 1,080 1,534 27,525 29,059 1,648 28,491 30,139

1991........... 113 955 1,068 1,520 27,222 28,742 1,633 28,177 29,810

1992........... 111 939 1,050 1,494 26,767 28,261 1,605 27,706 29,311

1993........... 109 929 1,038 1,478 26,452 27,930 1,587 27,381 28,968

1994........... 110 933 1,043 1,480 26,566 28,046 1,590 27,499 29,089

1995........... 110 930 1,040 1,479 26,500 27,979 1,589 27,430 29,019

1996........... 110 930 1,040 1,479 26,482 27,961 1,589 27,412 29,001

1997........... 43 1,018 1,061 1,507 27,013 28,520 1,550 28,031 29,581

1998........... 76 993 1,069 1,488 27,261 28,749 1,564 28,254 29,818

1999........... 76 949 1,025 1,488 27,618 29,106 1,564 28,567 30,131

2000........... 119 992 1,111 1,741 29,423 31,164 1,860 30,415 32,275

2001........... 90 1,074 1,164 1,571 30,872 32,443 1,661 31,946 33,607

2002........... 97 1,189 1,286 1,447 32,347 33,794 1,544 33,536 35,080

2003........... 312 1,008 1,320 1,994 33,147 35,141 2,306 34,155 36,461

2004........... 159 1,210 1,369 1,942 34,864 36,806 2,101 36,074 38,175

2005........... 142 1,347 1,489 2,160 36,325 38,485 2,302 37,672 39,974

2006........... 139 1,413 1,552 2,259 38,144 40,403 2,398 39,557 41,955

2007........... 428 1,191 1,619 2,173 40,368 42,541 2,601 41,559 44,160

2008........... 327 1,490 1,817 2,573 42,561 45,134 2,900 44,051 46,951

2009........... 417 1,661 2,078 3,585 45,661 49,246 4,002 47,322 51,324

2010........... 494 1,846 2,340 3,668 46,835 50,503 4,162 48,681 52,843

2011........... 523 1,897 2,420 3,835 47,778 51,613 4,358 49,675 54,033

2012........... 515 1,808 2,323 4,159 49,276 53,435 4,674 51,084 55,758

2013........... 523 1,793 2,316 4,518 50,457 54,975 5,041 52,250 57,291

2014........... 537 1,804 2,341 4,830 51,513 56,343 5,367 53,317 58,684

2015........... 554 1,826 2,380 5,071 52,410 57,481 5,625 54,236 59,861

2016........... 572 1,850 2,422 5,316 53,510 58,826 5,888 55,360 61,248

2017........... 589 1,875 2,464 5,556 54,129 59,685 6,145 56,004 62,149

2018........... 605 1,901 2,506 5,791 54,942 60,733 6,396 56,843 63,239

2019........... 618 1,926 2,544 6,023 55,553 61,576 6,641 57,479 64,120
Benefit Payments

174

Sources:

• Historical figures calculated by subtracting insured counts shown earlier from the total counts obtained 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 2010 Trustees Report intermediate set of assumptions.

Table III.B82.—Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980 ............... 149,327 367,848 526,419 561,154 532,642 376,330 180,590 2,694,310

1985 ............... 173,189 397,909 550,959 607,281 577,071 425,719 264,019 2,996,147

1990 ............... 156,595 440,683 580,439 625,805 618,095 463,353 312,311 3,197,281

1995 ............... 131,870 396,408 628,863 647,790 639,772 501,451 357,810 3,303,964

2000 ............... 119,699 336,705 492,151 644,683 631,574 497,086 364,849 3,086,747

2001 ............... 111,556 315,292 474,153 622,626 638,035 495,162 367,900 3,024,724

2002 ............... 112,880 304,784 450,570 606,605 646,037 486,481 376,070 2,983,427

2003 ............... 101,170 285,595 412,829 555,657 611,715 461,800 348,841 2,777,607

2004 ............... 102,257 263,967 394,780 530,694 617,305 455,619 347,511 2,712,133

2005 ............... 92,278 247,414 376,670 518,479 593,733 466,584 346,939 2,642,097

2006 ............... 92,825 237,481 365,652 510,116 578,265 476,797 349,346 2,610,482

2007 ............... 81,700 235,978 344,508 480,173 557,903 481,876 347,277 2,529,415

2008 ............... 88,374 219,354 337,688 458,123 546,526 481,048 348,860 2,479,973

2009 ............... 85,568 214,209 321,288 438,541 526,407 490,498 350,731 2,427,242

2010 ............... 83,903 230,438 312,487 420,919 516,077 475,090 352,468 2,391,383

2011 ............... 82,002 245,812 303,552 404,831 504,099 464,988 356,957 2,362,241

2012 ............... 80,681 259,790 297,814 393,638 486,335 456,110 367,683 2,342,049

2013 ............... 77,661 273,124 291,247 385,337 471,599 449,889 373,344 2,322,200

2014 ............... 75,456 271,160 295,951 380,193 454,186 445,532 378,556 2,301,034

2015 ............... 74,114 269,366 298,649 376,528 442,088 438,963 377,988 2,277,697

2016 ............... 73,062 261,615 307,912 369,790 427,960 435,285 378,759 2,254,382

2017 ............... 71,953 250,300 321,043 363,002 421,112 424,239 381,057 2,232,706

2018 ............... 70,511 242,445 325,161 359,735 412,939 416,050 383,436 2,210,276

2019 ............... 68,232 236,618 320,849 360,339 413,069 401,456 386,231 2,186,794

Aged widower

1980 ............... 961 2,209 5,577 8,352 8,156 1,605 1,716 28,576

1985 ............... 1,540 2,628 5,813 9,069 9,617 2,415 2,554 33,636

1990 ............... 1,658 2,862 5,552 8,292 10,898 2,007 2,303 33,572

1995 ............... 1,920 2,911 6,546 6,653 9,960 2,613 2,469 33,072

2000 ............... 1,778 2,259 4,505 5,764 6,731 4,035 3,509 28,581

2001 ............... 1,840 2,320 4,267 5,562 7,272 4,641 3,816 29,718

2002 ............... 2,004 2,266 4,086 5,277 7,530 5,233 4,197 30,593

2003 ............... 2,003 1,903 3,290 4,497 7,358 5,293 4,238 28,582

2004 ............... 2,224 1,951 3,132 4,041 7,350 5,717 4,746 29,161

2005 ............... 2,289 2,051 2,891 3,833 6,880 6,380 5,302 29,626

2006 ............... 2,567 2,757 3,258 4,001 5,678 6,669 6,353 31,283

2007 ............... 1,472 3,324 3,157 5,154 4,990 6,116 6,486 30,699

2008 ............... 1,347 2,202 3,139 4,123 4,344 5,025 5,724 25,904

2009 ............... 1,702 3,594 3,232 4,553 4,346 5,667 7,099 30,193

2010 ............... 1,927 4,185 3,551 4,582 3,745 5,835 6,279 30,105

2011 ............... 1,978 4,435 3,951 4,500 4,103 5,114 6,429 30,511

2012 ............... 1,997 5,055 3,997 4,709 3,875 4,778 7,819 32,230

2013 ............... 2,007 5,250 4,268 4,687 4,014 4,383 8,256 32,865

2014 ............... 2,035 5,227 4,500 5,007 4,045 4,166 8,500 33,480

2015 ............... 2,070 5,291 4,603 5,319 4,030 3,796 8,852 33,961

2016 ............... 2,108 5,224 4,713 5,564 4,120 4,050 9,352 35,130

2017 ............... 2,146 5,083 5,081 5,564 4,232 4,050 9,614 35,770

2018 ............... 2,180 5,045 5,122 5,788 4,168 4,225 10,206 36,733

2019 ............... 2,207 5,059 5,080 5,752 4,573 4,063 11,065 37,800

Total

1980 ............... 150,288 370,057 531,996 569,506 540,798 377,935 182,306 2,722,886

1985 ............... 174,729 400,537 556,772 616,350 586,688 428,134 266,573 3,029,783

1990 ............... 158,253 443,545 585,991 634,097 628,993 465,360 314,614 3,230,853

1995 ............... 133,790 399,319 635,409 654,443 649,732 504,064 360,279 3,337,036

2000 ............... 121,477 338,964 496,656 650,447 638,305 501,121 368,358 3,115,328

2001 ............... 113,396 317,612 478,420 628,188 645,307 499,803 371,716 3,054,442

2002 ............... 114,884 307,050 454,656 611,882 653,567 491,714 380,267 3,014,020

2003 ............... 103,173 287,498 416,119 560,154 619,073 467,093 353,079 2,806,189

2004 ............... 104,481 265,918 397,912 534,735 624,655 461,336 352,257 2,741,294

2005 ............... 94,567 249,465 379,561 522,312 600,613 472,964 352,241 2,671,723

2006 ............... 95,392 240,238 368,910 514,117 583,943 483,466 355,699 2,641,765

2007 ............... 83,172 239,302 347,665 485,327 562,893 487,992 353,763 2,560,114

2008 ............... 89,721 221,556 340,827 462,246 550,870 486,073 354,584 2,505,877

2009 ............... 87,270 217,803 324,520 443,094 530,753 496,165 357,830 2,457,435

2010 ............... 85,831 234,624 316,038 425,502 519,821 480,925 358,747 2,421,488

2011 ............... 83,980 250,248 307,503 409,331 508,202 470,102 363,387 2,392,752

2012 ............... 82,678 264,845 301,810 398,347 490,210 460,888 375,502 2,374,279

2013 ............... 79,668 278,373 295,515 390,024 475,613 454,272 381,600 2,355,065

2014 ............... 77,491 276,387 300,450 385,200 458,232 449,698 387,056 2,334,513

2015 ............... 76,184 274,658 303,252 381,847 446,118 442,759 386,840 2,311,658

2016 ............... 75,169 266,839 312,625 375,354 432,079 439,335 388,111 2,289,512

2017 ............... 74,099 255,383 326,124 368,566 425,344 428,289 390,671 2,268,477

2018 ............... 72,691 247,490 330,282 365,523 417,107 420,275 393,642 2,247,010

2019 ............... 70,439 241,677 325,929 366,091 417,642 405,519 397,296 2,224,594
OASI Numbers

175

Sources:

• Historical figures computed by dividing the number of awards by the uninsured population, less those already in force.

• Future figures projected based on historical trend and judgment.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B83.—Awards to Uninsured Aged Widow(er)s of Deceased Workers, as a Percentage of the Uninsured Population, Less Those Already In Force

(By age and gender, calendar years, 1980-2019)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980........... 4.281 6.053 5.840 6.718 6.247 5.415 1.834 5.390

1985........... 4.137 4.032 4.829 6.597 6.797 5.468 2.290 4.704

1986........... 4.420 3.624 4.372 6.103 6.477 4.739 2.425 4.501

1987........... 4.370 3.885 4.360 5.943 5.818 5.048 2.349 4.500

1988........... 3.808 4.135 4.288 5.861 6.692 6.019 2.872 4.466

1989........... 3.077 3.284 4.238 5.379 6.845 6.238 2.881 3.979

1990........... 3.091 4.092 4.014 5.252 6.136 6.101 2.514 4.077

1991........... 3.053 3.838 3.721 5.492 7.052 7.849 2.664 4.092

1992........... 3.493 3.189 3.625 4.308 5.777 6.242 2.719 3.778

1993........... 3.626 3.352 3.851 5.214 5.802 6.722 2.946 4.048

1994........... 2.712 3.039 3.775 4.967 6.164 7.215 3.221 3.725

1995........... 3.289 3.548 3.782 5.092 6.023 6.872 3.409 4.032

1996........... 2.986 3.071 3.504 4.751 6.461 7.187 3.784 3.790

1997........... 3.884 3.414 3.599 5.372 6.862 7.371 4.049 4.279

1998........... 2.722 3.592 3.477 4.762 7.731 7.638 4.226 3.965

1999........... 2.933 5.671 4.840 7.006 9.198 9.787 5.865 5.423

2000........... 2.681 6.115 5.265 7.278 9.587 9.985 5.766 5.673

2001........... 2.134 6.427 5.584 7.684 10.334 10.528 6.282 5.868

2002........... 2.882 6.669 5.809 8.172 10.647 12.485 8.417 6.378

2003........... 2.032 6.095 5.669 7.983 9.753 13.866 6.397 5.911

2004........... 2.328 6.321 5.762 7.302 9.801 11.169 6.447 5.937

2005........... 1.956 5.877 5.580 7.120 9.290 11.023 7.319 5.689

2006........... 2.418 6.099 5.478 6.821 8.887 11.207 7.746 5.779

2007........... 2.505 6.226 5.355 6.931 9.832 11.872 8.724 5.960

2008........... 2.446 5.731 5.406 6.776 9.359 10.816 10.030 5.769

2009........... 2.470 7.164 5.100 6.591 8.628 12.359 9.596 5.938

2010........... 2.433 6.655 5.264 6.778 9.132 12.142 9.595 5.894

2011........... 2.446 6.490 5.267 6.743 9.110 12.254 9.595 5.900

2012........... 2.446 6.599 5.282 6.750 9.153 12.140 9.595 5.981

2013........... 2.452 6.738 5.270 6.726 9.139 12.084 9.595 6.040

2014........... 2.457 6.600 5.260 6.723 9.155 12.115 9.595 6.030

2015........... 2.458 6.513 5.265 6.732 9.188 12.136 9.595 6.022

2016........... 2.461 6.496 5.258 6.742 9.148 12.157 9.595 6.022

2017........... 2.456 6.540 5.258 6.750 9.142 12.219 9.595 6.039

2018........... 2.454 6.562 5.260 6.751 9.120 12.193 9.595 6.060

2019........... 2.443 6.568 5.269 6.727 9.112 12.214 9.595 6.090

Aged widower

1980........... .854 .444 .340 .467 .382 .367 .256 .527

1985........... 1.130 .152 .195 .306 .340 .228 .162 .445

1986........... 1.265 .124 .159 .212 .268 .138 .125 .423

1987........... 1.091 .146 .145 .168 .243 .159 .113 .398

1988........... .942 .153 .153 .106 .169 .110 .079 .356

1989........... .835 .131 .152 .115 .275 .180 .133 .321

1990........... .838 .247 .055 .117 .104 .075 .049 .322

1991........... .642 .078 .075 .154 .177 .161 .079 .256

1992........... .665 .103 .084 .113 .105 .099 .065 .246

1993........... .834 .071 .102 .095 .205 .233 .148 .288

1994........... .642 .112 .107 .078 .100 .121 .080 .231

1995........... .666 .055 .036 .092 .062 .074 .059 .189

1996........... .551 .076 .054 .057 .099 .108 .094 .175

1997........... .594 .053 .028 .116 .124 .124 .127 .184

1998........... .531 .055 .051 .066 .080 .063 .073 .161

1999........... .460 .121 .077 .144 .178 .159 .204 .190

2000........... .411 .143 .092 .141 .209 .156 .193 .190

2001........... .347 .116 .077 .114 .205 .147 .140 .161

2002........... .320 .108 .070 .102 .172 .163 .181 .150

2003........... .273 .096 .055 .079 .120 .160 .127 .124

2004........... .222 .074 .045 .053 .099 .116 .097 .099

2005........... .197 .051 .042 .041 .060 .081 .086 .080

2006........... .265 .309 .296 .412 .109 .388 .177 .293

2007........... .619 .683 .193 .630 .351 .496 .609 .508

2008........... .639 .766 .219 .650 .352 .507 .767 .549

2009........... .261 .815 .204 .269 .322 .969 1.183 .440

2010........... .429 .809 .211 .475 .342 .791 .949 .497

2011........... .430 .798 .210 .474 .341 .801 .949 .496

2012........... .435 .811 .212 .470 .343 .781 .949 .504

2013........... .439 .819 .213 .468 .340 .775 .949 .503

2014........... .442 .799 .211 .469 .339 .779 .949 .502

2015........... .443 .785 .211 .469 .345 .786 .949 .500

2016........... .444 .787 .210 .471 .341 .783 .949 .499

2017........... .444 .799 .212 .475 .341 .804 .949 .500

2018........... .444 .805 .211 .474 .339 .781 .949 .502

2019........... .444 .808 .211 .471 .338 .784 .949 .501
Benefit Payments

176

Sources: 

• Historical figures calculated by subtracting insured counts shown earlier from the total counts obtained from SSA administrative records.

• Future figures computed by applying award rate to the uninsured population, less those already in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B84.—Awards to Uninsured Aged Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1980-2019)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980 ............... 76,325 81,274 57,163 42,838 26,954 12,072 2,961 299,587

1985 ............... 77,673 56,338 48,493 43,493 26,474 12,569 3,433 268,473

1990 ............... 53,933 59,189 42,246 36,451 23,769 11,454 3,657 230,699

1995 ............... 49,890 49,387 41,809 37,046 26,083 12,570 4,013 220,798

2000 ............... 34,659 71,440 58,063 58,491 41,006 19,193 6,062 288,914

2001 ............... 27,386 72,327 61,564 63,586 46,994 20,369 6,330 298,556

2002 ............... 37,688 73,966 62,810 65,716 51,186 24,181 7,785 323,332

2003 ............... 26,402 64,923 59,763 63,513 50,504 24,424 7,515 297,044

2004 ............... 30,094 67,718 58,030 61,420 51,274 25,636 8,036 302,208

2005 ............... 24,578 63,149 55,136 58,572 50,590 26,130 8,650 286,805

2006 ............... 29,968 65,790 53,383 56,635 48,994 27,016 8,838 290,624

2007 ............... 30,653 67,499 52,511 57,053 50,670 29,100 9,192 296,678

2008 ............... 29,667 61,751 52,044 55,763 49,172 28,238 9,075 285,710

2009 ............... 31,095 78,276 49,942 51,877 46,847 29,011 9,583 296,631

2010 ............... 31,565 75,045 51,732 52,666 48,880 28,888 8,970 297,745

2011 ............... 31,085 73,123 51,352 51,272 50,055 30,579 9,201 296,667

2012 ............... 29,521 76,468 50,487 51,381 50,076 30,040 9,849 297,822

2013 ............... 28,499 76,927 50,631 50,329 50,145 30,598 9,933 297,062

2014 ............... 28,001 73,841 49,979 51,278 48,464 32,188 9,831 293,583

2015 ............... 27,667 72,176 49,193 51,539 47,950 31,964 9,931 290,420

2016 ............... 27,382 69,898 49,564 51,072 46,813 32,755 10,016 287,500

2017 ............... 26,671 67,310 51,090 50,126 46,723 32,551 10,032 284,503

2018 ............... 25,876 65,538 50,760 50,296 46,017 32,588 10,188 281,263

2019 ............... 24,604 64,043 50,007 49,893 46,770 31,610 10,310 277,238

Aged widower

1980 ............... 2,475 978 668 583 372 198 89 5,363

1985 ............... 3,386 505 435 402 303 148 62 5,241

1990 ............... 2,747 621 147 206 83 43 20 3,867

1995 ............... 1,977 207 103 187 82 43 20 2,619

2000 ............... 1,104 438 300 349 288 131 62 2,672

2001 ............... 947 364 258 301 293 118 49 2,330

2002 ............... 883 348 237 252 272 133 65 2,190

2003 ............... 747 297 186 197 210 110 47 1,794

2004 ............... 662 240 142 139 160 94 40 1,477

2005 ............... 596 175 134 104 105 67 31 1,212

2006 ............... 811 1,057 951 1,079 199 330 63 4,490

2007 ............... 1,914 2,395 636 1,636 592 469 203 7,845

2008 ............... 2,143 2,745 688 1,731 600 501 204 8,612

2009 ............... 977 3,060 685 662 582 843 374 7,183

2010 ............... 1,698 3,131 730 1,179 583 685 253 8,258

2011 ............... 1,702 3,100 733 1,192 606 750 265 8,347

2012 ............... 1,690 3,280 730 1,226 615 703 347 8,590

2013 ............... 1,711 3,269 757 1,183 646 742 346 8,654

2014 ............... 1,740 3,153 733 1,300 612 833 345 8,716

2015 ............... 1,769 3,106 730 1,355 637 806 370 8,773

2016 ............... 1,803 3,067 731 1,369 641 846 394 8,850

2017 ............... 1,834 3,039 766 1,365 666 872 395 8,937

2018 ............... 1,859 3,044 756 1,409 646 910 430 9,055

2019 ............... 1,879 3,069 748 1,376 709 869 471 9,121

Total

1980 ............... 78,800 82,252 57,831 43,421 27,326 12,270 3,050 304,950

1985 ............... 81,059 56,843 48,928 43,895 26,777 12,717 3,495 273,714

1990 ............... 56,680 59,810 42,393 36,657 23,852 11,497 3,677 234,566

1995 ............... 51,867 49,594 41,912 37,233 26,165 12,613 4,033 223,417

2000 ............... 35,763 71,878 58,363 58,840 41,294 19,324 6,124 291,586

2001 ............... 28,333 72,691 61,822 63,887 47,287 20,487 6,379 300,886

2002 ............... 38,571 74,314 63,047 65,968 51,458 24,314 7,850 325,522

2003 ............... 27,149 65,220 59,949 63,710 50,714 24,534 7,562 298,838

2004 ............... 30,756 67,958 58,172 61,559 51,434 25,730 8,076 303,685

2005 ............... 25,174 63,324 55,270 58,676 50,695 26,197 8,681 288,017

2006 ............... 30,779 66,847 54,334 57,714 49,193 27,346 8,901 295,114

2007 ............... 32,567 69,894 53,147 58,689 51,262 29,569 9,395 304,523

2008 ............... 31,810 64,496 52,732 57,494 49,772 28,739 9,279 294,322

2009 ............... 32,072 81,336 50,627 52,539 47,429 29,854 9,957 303,814

2010 ............... 33,263 78,175 52,462 53,845 49,463 29,573 9,222 306,003

2011 ............... 32,786 76,224 52,085 52,464 50,661 31,330 9,465 305,014

2012 ............... 31,210 79,748 51,216 52,607 50,691 30,743 10,196 306,412

2013 ............... 30,209 80,196 51,387 51,513 50,792 31,340 10,280 305,717

2014 ............... 29,741 76,994 50,712 52,578 49,076 33,021 10,177 302,299

2015 ............... 29,436 75,282 49,923 52,894 48,587 32,770 10,302 299,194

2016 ............... 29,185 72,965 50,295 52,442 47,454 33,601 10,409 296,351

2017 ............... 28,506 70,349 51,857 51,491 47,389 33,423 10,426 293,440

2018 ............... 27,735 68,582 51,516 51,705 46,663 33,498 10,618 290,318

2019 ............... 26,483 67,112 50,755 51,270 47,478 32,479 10,781 286,358
OASI Numbers

177

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B85.—Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Those In Force

(By age and gender, as of December 31, 1980-2019)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980........... 5.644 8.764 9.935 7.328 6.159 6.048 7.259 7.526

1985........... 5.639 8.711 9.922 7.319 6.157 6.033 7.433 7.489

1986........... 5.644 8.703 9.908 7.309 6.159 6.034 7.465 7.489

1987........... 5.642 8.730 9.905 7.309 6.156 6.038 7.517 7.494

1988........... 5.647 8.756 9.919 7.315 6.157 6.040 7.568 7.512

1989........... 5.650 8.788 9.939 7.312 6.157 6.036 7.647 7.527

1990........... 5.651 8.794 9.971 7.306 6.159 6.035 7.671 7.544

1991........... 5.646 8.786 9.990 7.298 6.162 6.034 7.726 7.558

1992........... 5.652 8.785 9.986 7.298 6.159 6.033 7.712 7.563

1993........... 5.647 8.798 9.963 7.312 6.161 6.036 7.726 7.568

1994........... 5.651 8.802 9.903 7.319 6.160 6.031 7.714 7.557

1995........... 5.642 8.811 9.883 7.344 6.166 6.030 7.707 7.547

1996........... 5.646 8.821 9.921 7.370 6.175 6.043 7.716 7.549

1997........... 5.512 8.638 11.162 7.456 6.065 6.473 8.678 7.872

1998........... 4.071 7.727 9.370 6.259 4.927 5.750 7.903 6.699

1999........... 4.484 7.059 8.370 5.792 4.682 5.218 7.698 6.203

2000........... 4.343 5.325 5.462 4.194 3.850 3.660 5.771 4.555

2001........... 6.863 5.720 5.158 4.837 4.345 4.586 6.977 5.169

2002........... 7.582 6.571 6.026 5.540 4.686 5.191 8.133 5.881

2003........... 4.658 4.485 3.780 1.974 .749 .632 1.736 2.076

2004........... 5.826 5.147 4.026 2.364 1.171 .619 1.899 2.383

2005........... 4.265 4.830 4.304 2.888 1.480 .746 2.002 2.509

2006........... 6.284 3.815 5.307 3.666 1.647 .742 2.332 2.843

2007........... 4.787 5.904 4.870 3.548 1.805 .853 2.203 2.905

2008........... 4.569 6.733 5.024 3.912 2.280 1.080 2.352 3.208

2009........... 4.585 6.238 5.662 4.093 2.825 1.452 2.429 3.458

2010........... 4.576 6.359 5.682 4.106 2.811 1.437 2.429 3.488

2011........... 4.607 6.403 5.664 4.103 2.802 1.438 2.429 3.505

2012........... 4.573 6.365 5.661 4.104 2.793 1.445 2.429 3.516

2013........... 4.582 6.323 5.678 4.108 2.791 1.448 2.429 3.529

2014........... 4.596 6.311 5.753 4.112 2.793 1.453 2.429 3.546

2015........... 4.600 6.256 5.737 4.114 2.788 1.436 2.429 3.543

2016........... 4.608 6.237 5.771 4.103 2.799 1.441 2.429 3.552

2017........... 4.603 6.255 5.759 4.092 2.808 1.424 2.429 3.558

2018........... 4.596 6.268 5.715 4.098 2.821 1.433 2.429 3.560

2019........... 4.582 6.276 5.707 4.124 2.825 1.426 2.429 3.563

Aged widower

1980........... 49.948 73.110 76.134 80.615 80.027 51.776 51.632 74.601

1985........... 48.052 67.047 72.992 77.583 79.100 54.700 54.033 71.617

1986........... 47.897 65.750 72.393 76.966 78.943 55.303 54.542 71.135

1987........... 47.640 64.525 71.779 76.372 78.761 55.857 55.071 70.707

1988........... 47.452 63.386 71.166 75.774 78.592 56.431 55.552 70.199

1989........... 47.239 62.149 70.519 75.179 78.441 56.969 56.051 69.817

1990........... 47.045 60.936 69.939 74.578 78.299 57.798 56.535 70.255

1991........... 46.884 59.743 69.304 73.981 78.133 58.282 57.048 69.986

1992........... 46.689 58.488 68.715 73.379 77.994 58.821 57.562 69.696

1993........... 46.460 57.319 68.112 72.806 77.846 59.470 58.048 69.049

1994........... 46.347 56.149 67.508 72.201 77.704 60.116 58.581 68.338

1995........... 46.771 59.945 68.026 72.734 77.560 60.582 59.093 68.644

1996........... 46.269 54.437 65.863 70.313 77.439 61.224 59.644 67.203

1997........... 28.389 52.948 72.755 65.533 75.585 58.339 58.093 64.725

1998........... 14.242 35.463 58.293 62.333 73.501 54.549 58.123 57.848

1999........... 32.221 40.024 52.025 69.351 73.680 63.346 58.533 60.596

2000........... 62.542 55.954 66.526 73.872 76.705 54.325 60.445 66.852

2001........... 50.054 49.698 65.854 67.404 75.949 64.534 63.732 65.896

2002........... 38.872 43.027 58.248 69.680 79.402 75.330 65.690 66.973

2003........... 65.352 43.563 58.663 63.998 77.725 85.811 70.222 70.614

2004........... 67.941 50.846 63.474 65.578 84.054 85.517 72.777 74.284

2005........... 38.576 31.594 48.599 43.569 73.517 81.991 74.406 63.593

2006........... 71.991 53.972 30.080 42.989 67.858 79.772 78.782 64.617

2007........... 76.019 23.406 39.721 57.858 65.651 79.169 81.992 63.745

2008........... 2.747 29.746 33.163 47.635 62.845 67.104 78.057 55.076

2009........... 81.904 55.175 54.858 57.435 57.294 77.113 82.800 67.906

2010........... 81.938 59.872 54.450 57.833 45.144 76.871 82.800 66.580

2011........... 81.937 64.097 54.705 58.376 47.378 73.592 82.800 66.478

2012........... 81.936 61.202 56.209 58.086 49.900 73.829 82.800 67.165

2013........... 81.929 60.392 53.939 59.176 47.617 74.729 82.800 66.677

2014........... 81.924 60.498 54.826 58.112 47.151 75.147 82.800 66.554

2015........... 81.922 59.014 55.164 58.401 50.163 74.810 82.800 66.708

2016........... 81.921 58.562 54.768 58.795 45.758 75.593 82.800 66.405

2017........... 81.920 59.334 54.898 59.663 49.452 74.969 82.800 67.018

2018........... 81.920 59.753 55.195 57.488 48.075 75.950 82.800 67.017

2019........... 81.921 60.019 55.001 57.795 46.154 75.074 82.800 66.894
Benefit Payments

178

Sources: 

• Historical figures calculated by subtracting numbers in current-payment status from numbers in force.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B86.—Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2019)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980 .......... 8,428 32,240 52,302 41,122 32,808 22,760 13,109 202,769

1985 .......... 9,766 34,663 54,667 44,446 35,528 25,683 19,625 224,378

1990 .......... 8,849 38,753 57,875 45,722 38,068 27,964 23,958 241,189

1995 .......... 7,440 34,928 62,148 47,572 39,448 30,237 27,575 249,348

2000 .......... 5,199 17,928 26,882 27,039 24,314 18,191 21,054 140,607

2001 .......... 7,656 18,034 24,456 30,116 27,722 22,708 25,667 156,359

2002 .......... 8,558 20,028 27,150 33,604 30,276 25,253 30,587 175,456

2003 .......... 4,712 12,809 15,604 10,970 4,584 2,918 6,056 57,653

2004 .......... 5,957 13,587 15,892 12,545 7,231 2,820 6,600 64,632

2005 .......... 3,936 11,951 16,211 14,973 8,786 3,479 6,945 66,281

2006 .......... 5,833 9,059 19,406 18,703 9,523 3,538 8,146 74,208

2007 .......... 3,911 13,933 16,778 17,037 10,071 4,109 7,650 73,489

2008 .......... 4,038 14,770 16,964 17,920 12,460 5,196 8,206 79,554

2009 .......... 3,923 13,363 18,191 17,950 14,870 7,121 8,519 83,937

2010 .......... 3,839 14,653 17,755 17,282 14,505 6,825 8,561 83,421

2011 .......... 3,778 15,738 17,193 16,609 14,124 6,686 8,670 82,797

2012 .......... 3,689 16,536 16,859 16,154 13,583 6,592 8,931 82,344

2013 .......... 3,558 17,271 16,538 15,829 13,165 6,515 9,068 81,943

2014 .......... 3,468 17,114 17,025 15,634 12,688 6,474 9,195 81,597

2015 .......... 3,409 16,852 17,133 15,490 12,327 6,304 9,181 80,696

2016 .......... 3,367 16,316 17,770 15,171 11,979 6,275 9,200 80,078

2017 .......... 3,312 15,657 18,489 14,853 11,824 6,040 9,256 79,431

2018 .......... 3,241 15,197 18,583 14,741 11,648 5,962 9,313 78,685

2019 .......... 3,126 14,849 18,312 14,862 11,671 5,724 9,381 77,925

Aged widower

1980 .......... 480 1,615 4,246 6,733 6,527 831 886 21,318

1985 .......... 740 1,762 4,243 7,036 7,607 1,321 1,380 24,089

1990 .......... 780 1,744 3,883 6,184 8,533 1,160 1,302 23,586

1995 .......... 898 1,745 4,453 4,839 7,725 1,583 1,459 22,702

2000 .......... 1,112 1,264 2,997 4,258 5,163 2,192 2,121 19,107

2001 .......... 921 1,153 2,810 3,749 5,523 2,995 2,432 19,583

2002 .......... 779 975 2,380 3,677 5,979 3,942 2,757 20,489

2003 .......... 1,309 829 1,930 2,878 5,719 4,542 2,976 20,183

2004 .......... 1,511 992 1,988 2,650 6,178 4,889 3,454 21,662

2005 .......... 883 648 1,405 1,670 5,058 5,231 3,945 18,840

2006 .......... 1,848 1,488 980 1,720 3,853 5,320 5,005 20,214

2007 .......... 1,119 778 1,254 2,982 3,276 4,842 5,318 19,569

2008 .......... 37 655 1,041 1,964 2,730 3,372 4,468 14,267

2009 .......... 1,394 1,983 1,773 2,615 2,490 4,370 5,878 20,503

2010 .......... 1,579 2,506 1,934 2,650 1,690 4,486 5,199 20,044

2011 .......... 1,621 2,843 2,161 2,627 1,944 3,763 5,323 20,283

2012 .......... 1,636 3,094 2,247 2,735 1,934 3,528 6,474 21,647

2013 .......... 1,644 3,170 2,302 2,774 1,911 3,276 6,836 21,913

2014 .......... 1,667 3,162 2,467 2,910 1,907 3,130 7,038 22,282

2015 .......... 1,696 3,123 2,539 3,106 2,021 2,840 7,329 22,655

2016 .......... 1,727 3,059 2,581 3,271 1,885 3,062 7,743 23,329

2017 .......... 1,758 3,016 2,789 3,320 2,093 3,037 7,960 23,973

2018 .......... 1,786 3,015 2,827 3,327 2,004 3,209 8,450 24,618

2019 .......... 1,808 3,037 2,794 3,325 2,111 3,050 9,162 25,286

Total

1980 .......... 8,908 33,855 56,548 47,855 39,335 23,591 13,995 224,087

1985 .......... 10,506 36,425 58,910 51,482 43,135 27,004 21,005 248,467

1990 .......... 9,629 40,497 61,758 51,906 46,601 29,124 25,260 264,775

1995 .......... 8,338 36,673 66,601 52,411 47,173 31,820 29,034 272,050

2000 .......... 6,311 19,192 29,879 31,297 29,477 20,383 23,175 159,714

2001 .......... 8,577 19,187 27,266 33,865 33,245 25,703 28,099 175,942

2002 .......... 9,337 21,003 29,530 37,281 36,255 29,195 33,344 195,945

2003 .......... 6,021 13,638 17,534 13,848 10,303 7,460 9,032 77,836

2004 .......... 7,468 14,579 17,880 15,195 13,409 7,709 10,054 86,294

2005 .......... 4,819 12,599 17,616 16,643 13,844 8,710 10,890 85,121

2006 .......... 7,681 10,547 20,386 20,423 13,376 8,858 13,151 94,422

2007 .......... 5,030 14,711 18,032 20,019 13,347 8,951 12,968 93,058

2008 .......... 4,075 15,425 18,005 19,884 15,190 8,568 12,674 93,821

2009 .......... 5,317 15,346 19,964 20,565 17,360 11,491 14,397 104,440

2010 .......... 5,419 17,159 19,688 19,932 16,195 11,311 13,760 103,465

2011 .......... 5,398 18,581 19,354 19,236 16,068 10,449 13,994 103,080

2012 .......... 5,325 19,630 19,106 18,889 15,517 10,120 15,405 103,992

2013 .......... 5,203 20,441 18,840 18,602 15,076 9,790 15,904 103,857

2014 .......... 5,135 20,276 19,492 18,544 14,595 9,604 16,233 103,879

2015 .......... 5,105 19,975 19,672 18,596 14,348 9,144 16,511 103,351

2016 .......... 5,094 19,376 20,351 18,442 13,865 9,336 16,943 103,406

2017 .......... 5,070 18,673 21,278 18,173 13,917 9,077 17,216 103,403

2018 .......... 5,027 18,212 21,410 18,068 13,652 9,170 17,764 103,303

2019 .......... 4,934 17,886 21,106 18,187 13,781 8,774 18,543 103,211
OASI Numbers

179

Sources: 

• Historical figures calculated by subtracting insured counts shown earlier from the total counts obtained from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B87.—Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980........... 140,899 335,608 474,117 520,032 499,834 353,570 167,481 2,491,541

1985........... 163,423 363,246 496,292 562,835 541,543 400,036 244,394 2,771,769

1990........... 147,746 401,930 522,564 580,083 580,027 435,389 288,353 2,956,092

1995........... 124,430 361,480 566,715 600,218 600,324 471,214 330,235 3,054,616

2000........... 114,500 318,777 465,269 617,644 607,260 478,895 343,795 2,946,140

2001........... 103,900 297,258 449,697 592,510 610,313 472,454 342,233 2,868,365

2002........... 104,322 284,756 423,420 573,001 615,761 461,228 345,483 2,807,971

2003........... 96,458 272,786 397,225 544,687 607,131 458,882 342,785 2,719,954

2004........... 96,300 250,380 378,888 518,149 610,074 452,799 340,911 2,647,501

2005........... 88,342 235,463 360,459 503,506 584,947 463,105 339,994 2,575,816

2006........... 86,992 228,422 346,246 491,413 568,742 473,259 341,200 2,536,274

2007........... 77,789 222,045 327,730 463,136 547,832 477,767 339,627 2,455,926

2008........... 84,336 204,584 320,724 440,203 534,066 475,852 340,654 2,400,419

2009........... 81,645 200,846 303,097 420,591 511,537 483,377 342,212 2,343,305

2010........... 80,064 215,785 294,732 403,637 501,572 468,265 343,907 2,307,962

2011........... 78,224 230,074 286,359 388,222 489,975 458,302 348,287 2,279,444

2012........... 76,992 243,254 280,954 377,484 472,752 449,518 358,752 2,259,705

2013........... 74,103 255,853 274,709 369,508 458,434 443,374 364,276 2,240,257

2014........... 71,988 254,046 278,926 364,558 441,499 439,058 369,361 2,219,437

2015........... 70,705 252,514 281,516 361,038 429,761 432,659 368,807 2,197,001

2016........... 69,695 245,298 290,142 354,619 415,980 429,010 369,559 2,174,304

2017........... 68,641 234,643 302,554 348,149 409,288 418,199 371,802 2,153,276

2018........... 67,270 227,248 306,577 344,995 401,291 410,088 374,123 2,131,591

2019........... 65,106 221,769 302,537 345,477 401,398 395,732 376,850 2,108,869

Aged widower

1980........... 481 594 1,331 1,619 1,629 774 830 7,258

1985........... 800 866 1,570 2,033 2,010 1,094 1,174 9,547

1990........... 878 1,118 1,669 2,108 2,365 847 1,001 9,986

1995........... 1,022 1,166 2,093 1,814 2,235 1,030 1,010 10,370

2000........... 666 995 1,508 1,506 1,568 1,843 1,388 9,474

2001........... 919 1,167 1,457 1,813 1,749 1,646 1,384 10,135

2002........... 1,225 1,291 1,706 1,600 1,551 1,291 1,440 10,104

2003........... 694 1,074 1,360 1,619 1,639 751 1,262 8,399

2004........... 713 959 1,144 1,391 1,172 828 1,292 7,499

2005........... 1,406 1,403 1,486 2,163 1,822 1,149 1,357 10,786

2006........... 719 1,269 2,278 2,281 1,825 1,349 1,348 11,069

2007........... 353 2,546 1,903 2,172 1,714 1,274 1,168 11,130

2008........... 1,310 1,547 2,098 2,159 1,614 1,653 1,256 11,637

2009........... 308 1,611 1,459 1,938 1,856 1,297 1,221 9,690

2010........... 348 1,680 1,618 1,932 2,054 1,350 1,080 10,061

2011........... 357 1,592 1,790 1,873 2,159 1,350 1,106 10,228

2012........... 361 1,961 1,750 1,974 1,941 1,251 1,345 10,583

2013........... 363 2,079 1,966 1,914 2,103 1,108 1,420 10,952

2014........... 368 2,065 2,033 2,098 2,138 1,035 1,462 11,198

2015........... 374 2,169 2,064 2,213 2,008 956 1,523 11,306

2016........... 381 2,165 2,132 2,293 2,235 989 1,608 11,802

2017........... 388 2,067 2,291 2,244 2,139 1,014 1,654 11,798

2018........... 394 2,031 2,295 2,460 2,164 1,016 1,755 12,116

2019........... 399 2,023 2,286 2,428 2,463 1,013 1,903 12,514

Total

1980........... 141,380 336,202 475,448 521,651 501,463 354,344 168,311 2,498,799

1985........... 164,223 364,112 497,862 564,868 543,553 401,130 245,568 2,781,316

1990........... 148,624 403,048 524,233 582,191 582,392 436,236 289,354 2,966,078

1995........... 125,452 362,646 568,808 602,032 602,559 472,244 331,245 3,064,986

2000........... 115,166 319,772 466,777 619,150 608,828 480,738 345,183 2,955,614

2001........... 104,819 298,425 451,154 594,323 612,062 474,100 343,617 2,878,500

2002........... 105,547 286,047 425,126 574,601 617,312 462,519 346,923 2,818,075

2003........... 97,152 273,860 398,585 546,306 608,770 459,633 344,047 2,728,353

2004........... 97,013 251,339 380,032 519,540 611,246 453,627 342,203 2,655,000

2005........... 89,748 236,866 361,945 505,669 586,769 464,254 341,351 2,586,602

2006........... 87,711 229,691 348,524 493,694 570,567 474,608 342,548 2,547,343

2007........... 78,142 224,591 329,633 465,308 549,546 479,041 340,795 2,467,056

2008........... 85,646 206,131 322,822 442,362 535,680 477,505 341,910 2,412,056

2009........... 81,953 202,457 304,556 422,529 513,393 484,674 343,433 2,352,995

2010........... 80,412 217,465 296,349 405,569 503,626 469,614 344,987 2,318,023

2011........... 78,582 231,667 288,149 390,095 492,134 459,653 349,393 2,289,672

2012........... 77,352 245,215 282,705 379,458 474,693 450,769 360,097 2,270,288

2013........... 74,465 257,932 276,675 371,422 460,537 444,482 365,696 2,251,209

2014........... 72,356 256,111 280,959 366,656 443,637 440,094 370,823 2,230,634

2015........... 71,079 254,683 283,580 363,251 431,769 433,616 370,330 2,208,307

2016........... 70,076 247,463 292,274 356,911 418,215 429,999 371,168 2,186,106

2017........... 69,029 236,710 304,846 350,393 411,428 419,212 373,455 2,165,073

2018........... 67,664 229,278 308,872 347,455 403,455 411,104 375,878 2,143,707

2019........... 65,505 223,792 304,823 347,905 403,861 396,745 378,753 2,121,383
Benefit Payments

180

Source:

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B88.—Aged Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2019)

Calendar 

period

60-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged widows

1980 ............... 441,836 149,327 591,163 1,361,011 2,544,983 3,905,994 1,802,847 2,694,310 4,497,157

1985 ............... 509,351 173,189 682,540 1,478,487 2,822,958 4,301,445 1,987,838 2,996,147 4,983,985

1986 ............... 502,808 170,954 673,762 1,505,761 2,871,827 4,377,588 2,008,569 3,042,781 5,051,350

1987 ............... 494,676 168,558 663,234 1,527,698 2,919,346 4,447,044 2,022,374 3,087,904 5,110,278

1988 ............... 483,222 165,022 648,244 1,544,436 2,951,167 4,495,603 2,027,658 3,116,189 5,143,847

1989 ............... 469,631 160,751 630,382 1,564,039 2,995,944 4,559,983 2,033,670 3,156,695 5,190,365

1990 ............... 456,717 156,595 613,312 1,580,766 3,040,686 4,621,452 2,037,483 3,197,281 5,234,764

1991 ............... 440,731 151,183 591,914 1,593,131 3,082,456 4,675,587 2,033,862 3,233,639 5,267,501

1992 ............... 428,603 147,240 575,843 1,601,372 3,118,095 4,719,467 2,029,975 3,265,335 5,295,310

1993 ............... 413,181 142,071 555,252 1,601,819 3,142,367 4,744,186 2,015,000 3,284,438 5,299,438

1994 ............... 398,981 137,379 536,360 1,598,742 3,161,146 4,759,888 1,997,723 3,298,525 5,296,248

1995 ............... 383,305 131,870 515,175 1,590,289 3,172,094 4,762,383 1,973,594 3,303,964 5,277,558

1996 ............... 369,075 126,977 496,052 1,577,638 3,179,021 4,756,659 1,946,713 3,305,998 5,252,711

1997 ............... 339,347 142,568 481,915 1,405,337 3,217,466 4,622,803 1,744,684 3,360,034 5,104,718

1998 ............... 333,340 140,542 473,882 1,397,837 3,118,718 4,516,555 1,731,177 3,259,260 4,990,437

1999 ............... 335,231 134,470 469,701 1,398,030 3,052,547 4,450,577 1,733,261 3,187,017 4,920,278

2000 ............... 339,826 119,699 459,525 1,399,960 2,967,048 4,367,008 1,739,786 3,086,747 4,826,533

2001 ............... 342,322 111,556 453,878 1,398,697 2,913,168 4,311,865 1,741,019 3,024,724 4,765,743

2002 ............... 339,896 112,880 452,776 1,398,887 2,870,547 4,269,434 1,738,783 2,983,427 4,722,210

2003 ............... 346,351 101,170 447,521 1,413,256 2,676,437 4,089,693 1,759,607 2,777,607 4,537,214

2004 ............... 344,067 102,257 446,324 1,420,085 2,609,876 4,029,961 1,764,152 2,712,133 4,476,285

2005 ............... 345,149 92,278 437,427 1,405,120 2,549,819 3,954,939 1,750,269 2,642,097 4,392,366

2006 ............... 341,516 92,825 434,341 1,366,386 2,517,657 3,884,043 1,707,902 2,610,482 4,318,384

2007 ............... 345,223 81,700 426,923 1,379,375 2,447,715 3,827,090 1,724,598 2,529,415 4,254,013

2008 ............... 334,825 88,374 423,199 1,380,376 2,391,599 3,771,975 1,715,201 2,479,973 4,195,174

2009 ............... 345,350 85,568 430,918 1,361,752 2,341,674 3,703,426 1,707,102 2,427,242 4,134,344

2010 ............... 363,076 83,903 446,979 1,358,607 2,307,480 3,666,087 1,721,683 2,391,383 4,113,066

2011 ............... 367,431 82,002 449,433 1,372,133 2,280,239 3,652,372 1,739,564 2,362,241 4,101,805

2012 ............... 361,313 80,681 441,994 1,396,993 2,261,368 3,658,361 1,758,306 2,342,049 4,100,355

2013 ............... 362,687 77,661 440,348 1,413,320 2,244,540 3,657,860 1,776,007 2,322,201 4,098,208

2014 ............... 365,316 75,456 440,772 1,433,574 2,225,577 3,659,151 1,798,890 2,301,033 4,099,923

2015 ............... 368,306 74,114 442,420 1,447,373 2,203,583 3,650,956 1,815,679 2,277,697 4,093,376

2016 ............... 370,754 73,062 443,816 1,468,089 2,181,320 3,649,409 1,838,843 2,254,382 4,093,225

2017 ............... 370,721 71,953 442,674 1,485,644 2,160,753 3,646,397 1,856,365 2,232,706 4,089,071

2018 ............... 367,729 70,511 438,240 1,510,449 2,139,766 3,650,215 1,878,178 2,210,277 4,088,455

2019 ............... 361,428 68,232 429,660 1,533,174 2,118,561 3,651,735 1,894,602 2,186,793 4,081,395

Aged widowers

1980 ............... 7,219 961 8,180 11,577 27,615 39,192 18,796 28,576 47,372

1985 ............... 13,545 1,540 15,085 13,206 32,096 45,302 26,751 33,636 60,387

1986 ............... 14,018 1,593 15,611 13,179 32,421 45,600 27,197 34,014 61,211

1987 ............... 14,001 1,589 15,590 13,150 32,429 45,579 27,151 34,018 61,169

1988 ............... 14,983 1,707 16,690 13,362 31,966 45,328 28,345 33,673 62,018

1989 ............... 14,580 1,666 16,246 13,650 32,085 45,735 28,230 33,751 61,981

1990 ............... 14,555 1,658 16,213 13,410 31,914 45,324 27,965 33,572 61,537

1991 ............... 14,841 1,685 16,526 13,323 32,292 45,615 28,164 33,977 62,141

1992 ............... 16,126 1,827 17,953 13,092 32,749 45,841 29,218 34,576 63,794

1993 ............... 16,908 1,907 18,815 13,042 32,115 45,157 29,950 34,022 63,972

1994 ............... 16,894 1,916 18,810 13,073 31,398 44,471 29,967 33,314 63,281

1995 ............... 16,767 1,920 18,687 12,951 31,152 44,103 29,718 33,072 62,790

1996 ............... 17,083 1,943 19,026 13,162 30,130 43,292 30,245 32,073 62,318

1997 ............... 16,981 1,962 18,943 11,044 28,385 39,429 28,025 30,347 58,372

1998 ............... 16,735 1,959 18,694 9,071 26,858 35,929 25,806 28,817 54,623

1999 ............... 16,800 1,918 18,718 9,791 26,490 36,281 26,591 28,408 54,999

2000 ............... 16,196 1,778 17,974 11,184 26,803 37,987 27,380 28,581 55,961

2001 ............... 16,444 1,840 18,284 10,464 27,878 38,342 26,908 29,718 56,626

2002 ............... 17,595 2,004 19,599 10,947 28,589 39,536 28,542 30,593 59,135

2003 ............... 19,588 2,003 21,591 12,732 26,579 39,311 32,320 28,582 60,902

2004 ............... 20,956 2,224 23,180 14,608 26,937 41,545 35,564 29,161 64,725

2005 ............... 22,826 2,289 25,115 14,746 27,337 42,083 37,572 29,626 67,198

2006 ............... 24,973 2,567 27,540 15,327 28,716 44,043 40,300 31,283 71,583

2007 ............... 25,588 1,472 27,060 17,109 29,227 46,336 42,697 30,699 73,396

2008 ............... 26,433 1,347 27,780 20,067 24,557 44,624 46,500 25,904 72,404

2009 ............... 29,578 1,702 31,280 22,824 28,491 51,315 52,402 30,193 82,595

2010 ............... 31,610 1,927 33,537 23,823 28,178 52,001 55,433 30,105 85,538

2011 ............... 32,376 1,978 34,354 25,949 28,533 54,482 58,325 30,511 88,836

2012 ............... 32,510 1,997 34,507 28,640 30,233 58,873 61,150 32,230 93,380

2013 ............... 33,250 2,007 35,257 30,276 30,858 61,134 63,526 32,865 96,391

2014 ............... 34,175 2,035 36,210 31,663 31,445 63,108 65,838 33,480 99,318

2015 ............... 35,178 2,070 37,248 33,052 31,891 64,943 68,230 33,961 102,191

2016 ............... 36,199 2,108 38,307 34,523 33,023 67,546 70,722 35,131 105,853

2017 ............... 37,128 2,146 39,274 36,085 33,624 69,709 73,213 35,770 108,983

2018 ............... 37,911 2,180 40,091 37,707 34,553 72,260 75,618 36,733 112,351

2019 ............... 38,503 2,207 40,710 39,446 35,593 75,039 77,949 37,800 115,749
OASI Numbers

181

Source:

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.B89.—Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2019)

Calendar 

period

60-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged widows

1980............... 418,479 140,899 559,378 1,352,587 2,350,642 3,703,229 1,771,066 2,491,541 4,262,607

1985............... 484,550 163,423 647,973 1,469,299 2,608,346 4,077,645 1,953,849 2,771,769 4,725,618

1986............... 478,759 161,306 640,065 1,496,289 2,653,615 4,149,904 1,975,048 2,814,921 4,789,969

1987............... 471,440 159,048 630,488 1,518,212 2,697,435 4,215,647 1,989,652 2,856,483 4,846,135

1988............... 460,957 155,703 616,660 1,534,980 2,726,390 4,261,370 1,995,937 2,882,093 4,878,030

1989............... 448,422 151,668 600,090 1,554,563 2,767,407 4,321,970 2,002,985 2,919,075 4,922,060

1990............... 436,464 147,746 584,210 1,571,264 2,808,346 4,379,610 2,007,728 2,956,092 4,963,820

1991............... 421,533 142,647 564,180 1,583,659 2,846,580 4,430,239 2,005,192 2,989,227 4,994,419

1992............... 410,302 138,918 549,220 1,591,921 2,879,448 4,471,369 2,002,223 3,018,366 5,020,589

1993............... 395,872 134,048 529,920 1,592,534 2,901,838 4,494,372 1,988,406 3,035,886 5,024,292

1994............... 382,594 129,616 512,210 1,589,619 2,919,640 4,509,259 1,972,213 3,049,256 5,021,469

1995............... 367,840 124,430 492,270 1,581,315 2,930,186 4,511,501 1,949,155 3,054,616 5,003,771

1996............... 354,482 119,808 474,290 1,568,827 2,936,623 4,505,450 1,923,309 3,056,431 4,979,740

1997............... 326,200 134,710 460,910 1,397,501 2,960,829 4,358,330 1,723,701 3,095,539 4,819,240

1998............... 320,700 134,820 455,520 1,390,001 2,906,088 4,296,089 1,710,701 3,040,908 4,751,609

1999............... 322,800 128,440 451,240 1,390,300 2,860,890 4,251,190 1,713,100 2,989,330 4,702,430

2000............... 327,500 114,500 442,000 1,392,200 2,831,640 4,223,840 1,719,700 2,946,140 4,665,840

2001............... 330,200 103,900 434,100 1,390,900 2,764,465 4,155,365 1,721,100 2,868,365 4,589,465

2002............... 328,100 104,322 432,422 1,391,100 2,703,649 4,094,749 1,719,200 2,807,971 4,527,171

2003............... 334,600 96,458 431,058 1,405,300 2,623,496 4,028,796 1,739,900 2,719,954 4,459,854

2004............... 332,700 96,300 429,000 1,411,900 2,551,201 3,963,101 1,744,600 2,647,501 4,392,101

2005............... 334,100 88,342 422,442 1,396,900 2,487,474 3,884,374 1,731,000 2,575,816 4,306,816

2006............... 329,400 86,992 416,392 1,359,900 2,449,282 3,809,182 1,689,300 2,536,274 4,225,574

2007............... 332,400 77,789 410,189 1,372,100 2,378,137 3,750,237 1,704,500 2,455,926 4,160,426

2008............... 321,400 84,336 405,736 1,373,100 2,316,083 3,689,183 1,694,500 2,400,419 4,094,919

2009............... 332,200 81,645 413,845 1,355,000 2,261,660 3,616,660 1,687,200 2,343,305 4,030,505

2010............... 349,217 80,064 429,281 1,352,005 2,227,898 3,579,903 1,701,222 2,307,962 4,009,184

2011............... 353,300 78,224 431,524 1,365,229 2,201,220 3,566,449 1,718,529 2,279,444 3,997,973

2012............... 347,479 76,992 424,471 1,389,722 2,182,713 3,572,435 1,737,201 2,259,705 3,996,906

2013............... 348,828 74,103 422,931 1,406,148 2,166,154 3,572,302 1,754,976 2,240,257 3,995,233

2014............... 351,384 71,988 423,372 1,426,318 2,147,448 3,573,766 1,777,702 2,219,436 3,997,138

2015............... 354,281 70,705 424,986 1,440,194 2,126,296 3,566,490 1,794,475 2,197,001 3,991,476

2016............... 356,654 69,695 426,349 1,460,778 2,104,609 3,565,387 1,817,432 2,174,304 3,991,736

2017............... 356,647 68,641 425,288 1,478,370 2,084,635 3,563,005 1,835,017 2,153,276 3,988,293

2018............... 353,785 67,270 421,055 1,503,091 2,064,322 3,567,413 1,856,876 2,131,592 3,988,468

2019............... 347,751 65,106 412,857 1,525,880 2,043,763 3,569,643 1,873,631 2,108,869 3,982,500

Aged widowers

1980............... 6,568 481 7,049 6,505 6,777 13,282 13,073 7,258 20,331

1985............... 12,030 800 12,830 8,605 8,747 17,352 20,635 9,547 30,182

1986............... 12,486 830 13,316 8,769 8,988 17,757 21,255 9,818 31,073

1987............... 12,508 832 13,340 8,956 9,133 18,089 21,464 9,965 31,429

1988............... 13,432 897 14,329 9,378 9,138 18,516 22,810 10,035 32,845

1989............... 13,112 879 13,991 9,831 9,308 19,139 22,943 10,187 33,130

1990............... 13,121 878 13,999 9,866 9,108 18,974 22,987 9,986 32,973

1991............... 13,416 895 14,311 9,961 9,303 19,264 23,377 10,198 33,575

1992............... 14,617 974 15,591 9,929 9,504 19,433 24,546 10,478 35,024

1993............... 15,368 1,021 16,389 10,087 9,509 19,596 25,455 10,530 35,985

1994............... 15,390 1,028 16,418 10,302 9,520 19,822 25,692 10,548 36,240

1995............... 15,318 1,022 16,340 10,396 9,348 19,744 25,714 10,370 36,084

1996............... 15,646 1,044 16,690 10,734 9,475 20,209 26,380 10,519 36,899

1997............... 15,605 1,405 17,010 9,195 9,300 18,495 24,800 10,705 35,505

1998............... 15,410 1,680 17,090 7,694 10,467 18,161 23,104 12,147 35,251

1999............... 15,520 1,300 16,820 8,381 9,894 18,275 23,901 11,194 35,095

2000............... 14,999 666 15,665 9,600 8,808 18,408 24,599 9,474 34,073

2001............... 15,278 919 16,197 9,122 9,216 18,338 24,400 10,135 34,535

2002............... 16,394 1,225 17,619 9,609 8,879 18,488 26,003 10,104 36,107

2003............... 18,307 694 19,001 11,294 7,705 18,999 29,601 8,399 38,000

2004............... 19,581 713 20,294 13,116 6,786 19,902 32,697 7,499 40,196

2005............... 21,278 1,406 22,684 13,518 9,380 22,898 34,796 10,786 45,582

2006............... 23,098 719 23,817 13,701 10,350 24,051 36,799 11,069 47,868

2007............... 24,292 353 24,645 15,508 10,777 26,285 39,800 11,130 50,930

2008............... 25,030 1,310 26,340 18,572 10,327 28,899 43,602 11,637 55,239

2009............... 28,870 308 29,178 21,430 9,382 30,812 50,300 9,690 59,990

2010............... 30,792 348 31,140 22,362 9,713 32,075 53,154 10,061 63,215

2011............... 31,535 357 31,892 24,327 9,871 34,198 55,862 10,228 66,090

2012............... 31,675 361 32,036 26,845 10,222 37,067 58,520 10,583 69,103

2013............... 32,402 363 32,765 28,411 10,589 39,000 60,813 10,952 71,765

2014............... 33,303 368 33,671 29,722 10,830 40,552 63,025 11,198 74,223

2015............... 34,279 374 34,653 31,010 10,932 41,942 65,289 11,306 76,595

2016............... 35,273 381 35,654 32,381 11,421 43,802 67,654 11,802 79,456

2017............... 36,173 388 36,561 33,840 11,410 45,250 70,013 11,798 81,811

2018............... 36,934 394 37,328 35,359 11,721 47,080 72,293 12,115 84,408

2019............... 37,502 399 37,901 36,988 12,115 49,103 74,490 12,514 87,004
Benefit Payments

182

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 3 months earlier.

• Historical ratio of number of parent beneficiaries to number from 3 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 2010 Trustees Report intermediate set of assumptions.

Table III.B90.—Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar period

In force Withheld

Number in

currentpayment

status

Percent of

number from

3 months earlier Number

Percent of

number

in force Number

1980 .............................. ... 14,961 ... ... 14,796

1985 .............................. ... 9,772 ... ... 9,541

1990 .............................. 98.340 6,278 5.894 370 5,908

1995 .............................. 98.082 4,450 10.652 474 3,976

2000 .............................. 99.152 3,272 16.015 524 2,748

2001 .............................. 99.455 3,105 17.424 541 2,564

2002 .............................. 98.727 2,947 18.561 547 2,400

2003 .............................. 98.874 2,811 20.384 573 2,238

2004 .............................. 99.004 2,685 21.490 577 2,108

2005 .............................. 98.892 2,589 23.059 597 1,992

2006 .............................. 99.209 2,510 24.741 621 1,889

2007 .............................. 99.591 2,437 25.769 628 1,809

2008 .............................. 98.814 2,332 27.401 639 1,693

2009 .............................. 99.476 2,276 27.680 630 1,646

2010-I............................ 98.770 2,248 28.336 637 1,611

2010-II .......................... 98.754 2,220 27.658 614 1,606

2010-III......................... 98.784 2,193 27.588 605 1,588

2010-IV......................... 98.723 2,165 27.667 599 1,565

2011-I............................ 98.707 2,137 28.358 606 1,531

2011-II .......................... 98.737 2,110 27.678 584 1,524

2011-III ......................... 98.626 2,081 27.631 575 1,507

2011-IV......................... 98.654 2,053 27.716 569 1,484

2012-I............................ 98.685 2,026 28.381 575 1,451

2012-II .......................... 98.569 1,997 27.742 554 1,444

2012-III......................... 98.648 1,970 27.614 544 1,426

2012-IV......................... 98.579 1,942 27.755 539 1,404

2013-I............................ 98.558 1,914 28.422 544 1,370

2013-II .......................... 98.589 1,887 27.716 523 1,363

2013-III......................... 98.516 1,859 27.649 514 1,345

2013-IV......................... 98.548 1,832 27.729 508 1,323

2014-I............................ 98.472 1,804 28.381 512 1,291

2014-II .......................... 98.448 1,776 27.815 494 1,283

2014-III......................... 98.480 1,749 27.673 484 1,265

2014-IV......................... 98.456 1,722 27.758 478 1,243

2015-I............................ 98.374 1,694 28.394 481 1,213

2015-II .......................... 98.465 1,668 27.818 464 1,204

2015-III......................... 98.321 1,640 27.683 454 1,186

2015-IV......................... 98.354 1,613 27.774 448 1,165

2016-I............................ 98.388 1,587 28.418 451 1,136

2016-II .......................... 98.362 1,561 27.803 434 1,127

2016-III......................... 98.270 1,534 27.705 425 1,109

2016-IV......................... 98.370 1,509 27.767 419 1,089

2017-I............................ 98.211 1,482 28.475 422 1,060

2017-II .......................... 98.246 1,456 27.816 405 1,051

2017-III......................... 98.214 1,430 27.692 396 1,035

2017-IV......................... 98.322 1,406 27.738 390 1,014

2018-I............................ 98.151 1,380 28.478 393 987

2018-II .......................... 98.188 1,355 27.823 377 978

2018-III......................... 98.155 1,330 27.744 369 962

2018-IV......................... 98.195 1,306 27.795 363 942

2019-I............................ 98.086 1,281 28.493 365 916

2019-II .......................... 98.126 1,257 27.844 350 907

2019-III......................... 98.091 1,233 27.656 341 891

2019-IV......................... 98.054 1,209 27.792 336 872
OASI Numbers

183

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

3 months earlier.

• Historical ratio of number of special age-72 beneficiaries to number from 3 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 2010 Trustees Report intermediate set of assumptions.

Table III.B91.—Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar period

In force Withheld

Number in

currentpayment

status

Percent of

number from

3 months earlier Number

Percent of

number

in force Number

1980.............................. 96.413 176,997 47.596 84,243 92,754

1985.............................. 95.918 71,367 55.645 39,712 31,655

1990.............................. 96.093 23,830 68.808 16,397 7,433

1995.............................. 98.076 12,129 91.533 11,102 1,027

2000.............................. 99.583 9,555 99.069 9,466 89

2001.............................. 99.778 9,439 99.566 9,398 41

2002.............................. 99.861 9,359 99.776 9,338 21

2003.............................. 99.936 9,318 99.882 9,307 11

2004.............................. 99.882 9,288 99.903 9,279 9

2005.............................. 99.903 9,265 99.903 9,256 9

2006.............................. 99.838 9,227 99.946 9,222 5

2007.............................. 99.956 9,187 99.956 9,183 4

2008.............................. 99.989 9,169 99.989 9,168 1

2009.............................. 99.455 8,761 99.989 8,760 1

2010-I........................... 99.829 8,746 99.989 8,745 1

2010-II.......................... 99.920 8,739 99.989 8,738 1

2010-III ........................ 99.908 8,731 100.000 8,731 ...

2010-IV ........................ 99.920 8,724 100.000 8,724 ...

2011-I ........................... 99.908 8,716 100.000 8,716 ...

2011-II.......................... 99.908 8,708 100.000 8,708 ...

2011-III ........................ 99.920 8,701 100.000 8,701 ...

2011-IV ........................ 99.931 8,695 100.000 8,695 ...

2012-I........................... 99.931 8,689 100.000 8,689 ...

2012-II.......................... 99.919 8,682 100.000 8,682 ...

2012-III ........................ 99.942 8,677 100.000 8,677 ...

2012-IV ........................ 99.931 8,671 100.000 8,671 ...

2013-I........................... 99.931 8,665 100.000 8,665 ...

2013-II.......................... 99.931 8,659 100.000 8,659 ...

2013-III ........................ 99.954 8,655 100.000 8,655 ...

2013-IV ........................ 99.942 8,650 100.000 8,650 ...

2014-I........................... 99.954 8,646 100.000 8,646 ...

2014-II.......................... 99.942 8,641 100.000 8,641 ...

2014-III ........................ 99.954 8,637 100.000 8,637 ...

2014-IV ........................ 99.977 8,635 100.000 8,635 ...

2015-I........................... 99.954 8,631 100.000 8,631 ...

2015-II.......................... 99.954 8,627 100.000 8,627 ...

2015-III ........................ 99.965 8,624 100.000 8,624 ...

2015-IV ........................ 99.965 8,621 100.000 8,621 ...

2016-I........................... 99.965 8,618 100.000 8,618 ...

2016-II.......................... 99.954 8,614 100.000 8,614 ...

2016-III ........................ 99.977 8,612 100.000 8,612 ...

2016-IV ........................ 99.965 8,609 100.000 8,609 ...

2017-I........................... 99.977 8,607 100.000 8,607 ...

2017-II.......................... 99.965 8,604 100.000 8,604 ...

2017-III ........................ 99.977 8,602 100.000 8,602 ...

2017-IV ........................ 99.988 8,601 100.000 8,601 ...

2018-I........................... 99.977 8,599 100.000 8,599 ...

2018-II.......................... 99.977 8,597 100.000 8,597 ...

2018-III ........................ 99.977 8,595 100.000 8,595 ...

2018-IV ........................ 99.988 8,594 100.000 8,594 ...

2019-I........................... 99.977 8,592 100.000 8,592 ...

2019-II.......................... 99.988 8,591 100.000 8,591 ...

2019-III ........................ 99.988 8,590 100.000 8,590 ...

2019-IV ........................ 99.988 8,589 100.000 8,589 ...
Benefit Payments

184

Sources:

• All detail columns shown earlier.

• Totals and subtotals computed by addition of corresponding detail.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A8 and V.B7 for low-cost and high-cost alternatives, respectively.

Table III.B92.—Summary of OASDI Beneficiaries In Current-Payment Status

(End of calendar years 1980-2009 and calendar quarters 2010-19)

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefici

Total aries

Retired

workers Spouses Children Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Spouses Children

1980.............. 35,595,083 23,227,938 19,564,405 3,024,822 638,711 7,597,112 2,609,920 562,798 4,297,734 126,660 4,677,279 2,856,360 462,204 1,358,715 92,754

1985.............. 37,052,098 25,960,641 22,435,291 3,069,224 456,126 7,161,198 1,918,220 371,659 4,765,341 105,978 3,898,604 2,653,144 300,318 945,142 31,655

1990.............. 39,818,865 28,366,299 24,841,041 3,103,886 421,372 7,184,514 1,776,861 303,932 5,002,701 101,020 4,260,619 3,006,683 265,225 988,711 7,433

1991.............. 40,576,053 28,823,740 25,293,027 3,105,791 424,922 7,240,220 1,791,581 300,688 5,033,461 114,490 4,506,794 3,190,575 264,357 1,051,862 5,299

1992.............. 41,484,123 29,308,008 25,761,681 3,114,834 431,493 7,294,637 1,808,438 294,176 5,060,696 131,327 4,877,796 3,463,709 262,848 1,151,239 3,682

1993.............. 42,223,812 29,642,668 26,109,042 3,097,594 436,032 7,337,918 1,836,602 289,350 5,064,950 147,016 5,240,769 3,721,062 264,867 1,254,840 2,457

1994.............. 42,864,658 29,921,453 26,412,302 3,069,340 439,811 7,370,323 1,864,548 283,070 5,062,027 160,678 5,571,262 3,958,161 263,590 1,349,511 1,620

1995.............. 43,368,417 30,146,431 26,678,513 3,026,557 441,361 7,375,735 1,883,862 275,017 5,043,831 173,025 5,845,224 4,179,256 257,113 1,408,855 1,027

1996.............. 43,721,681 30,318,569 26,905,087 2,971,132 442,350 7,342,224 1,897,870 242,133 5,020,309 181,912 6,060,235 4,378,311 219,365 1,462,559 653

1997.............. 43,960,466 30,648,211 27,281,652 2,925,602 440,957 7,169,169 1,892,849 230,218 4,858,164 187,938 6,142,692 4,500,693 204,049 1,437,950 394

1998.............. 44,235,888 30,822,544 27,517,544 2,866,384 438,616 7,088,718 1,883,883 220,608 4,790,046 194,181 6,324,401 4,690,942 187,050 1,446,409 225

1999.............. 44,585,571 31,036,087 27,783,538 2,810,666 441,883 7,036,569 1,884,918 212,400 4,740,456 198,795 6,512,772 4,870,196 174,598 1,467,978 143

2000.............. 45,413,810 31,762,223 28,505,206 2,798,164 458,853 6,985,200 1,878,086 203,051 4,702,661 201,402 6,666,298 5,035,646 164,752 1,465,900 89

2001.............. 45,875,651 32,051,316 28,842,674 2,741,919 466,723 6,917,886 1,889,703 197,375 4,626,564 204,244 6,906,408 5,267,825 156,423 1,482,160 41

2002.............. 46,443,606 32,352,397 29,194,674 2,681,152 476,571 6,874,789 1,907,635 194,117 4,565,678 207,359 7,216,399 5,539,436 151,323 1,525,640 21

2003.............. 47,037,661 32,638,233 29,536,624 2,621,693 479,916 6,809,411 1,909,707 190,252 4,500,092 209,360 7,590,006 5,868,620 150,533 1,570,853 11

2004.............. 47,682,906 33,002,924 29,951,973 2,568,855 482,096 6,730,319 1,901,351 183,828 4,434,405 210,735 7,949,654 6,198,224 152,625 1,598,805 9

2005.............. 48,434,204 33,472,750 30,460,836 2,523,750 488,164 6,652,856 1,903,477 178,396 4,354,390 216,593 8,308,589 6,518,989 156,426 1,633,174 9

2006.............. 49,122,631 33,942,230 30,976,143 2,476,411 489,676 6,565,824 1,898,862 171,453 4,275,331 220,178 8,614,572 6,806,918 155,662 1,651,992 5

2007.............. 49,864,923 34,452,641 31,527,728 2,430,763 494,150 6,494,518 1,891,706 164,665 4,213,165 224,982 8,917,760 7,098,723 154,202 1,664,835 4

2008.............. 50,898,223 35,169,002 32,273,651 2,370,314 525,037 6,455,992 1,914,524 159,610 4,151,851 230,007 9,273,228 7,426,691 154,504 1,692,033 1

2009.............. 52,522,785 36,417,874 33,514,007 2,342,999 560,868 6,409,639 1,921,148 159,870 4,092,141 236,480 9,695,271 7,788,019 158,690 1,748,562 1

2010-I........... 53,070,394 36,797,969 33,883,573 2,336,247 578,149 6,409,724 1,951,153 152,392 4,068,447 237,732 9,862,700 7,898,926 160,888 1,802,886 1

2010-II.......... 53,509,668 37,127,892 34,203,631 2,347,309 576,952 6,399,243 1,926,285 156,573 4,079,339 237,047 9,982,532 8,013,010 162,904 1,806,618 1

2010-III ........ 53,772,667 37,319,187 34,403,328 2,351,140 564,719 6,366,100 1,882,375 158,283 4,085,773 239,670 10,087,380 8,127,101 164,756 1,795,523 ...

2010-IV........ 54,154,508 37,527,986 34,603,025 2,350,317 574,644 6,386,386 1,913,864 156,778 4,073,964 241,780 10,240,136 8,227,217 165,646 1,847,273 ...

2011-I ........... 54,664,169 37,883,431 34,941,097 2,350,286 592,048 6,389,414 1,943,514 149,318 4,055,530 241,051 10,391,324 8,328,386 167,147 1,895,791 ...

2011-II.......... 55,098,079 38,223,161 35,279,169 2,351,306 592,686 6,382,476 1,921,670 153,733 4,066,138 240,935 10,492,442 8,432,762 168,521 1,891,158 ...

2011-III ........ 55,356,353 38,424,969 35,491,006 2,353,213 580,750 6,353,305 1,879,881 155,510 4,075,011 242,904 10,578,079 8,537,148 169,778 1,871,153 ...

2011-IV ........ 55,737,246 38,645,197 35,702,843 2,350,551 591,803 6,376,335 1,912,319 154,126 4,065,547 244,343 10,715,714 8,628,115 170,127 1,917,472 ...

2012-I........... 56,268,429 39,047,430 36,086,541 2,350,548 610,341 6,382,310 1,942,685 146,882 4,049,701 243,042 10,838,689 8,703,900 171,230 1,963,559 ...

2012-II.......... 56,724,502 39,433,062 36,470,240 2,351,571 611,251 6,378,598 1,922,050 151,321 4,062,855 242,372 10,912,842 8,783,312 172,240 1,957,291 ...

2012-III ........ 56,987,785 39,663,208 36,710,656 2,353,575 598,977 6,352,836 1,881,622 153,166 4,074,252 243,796 10,971,741 8,862,730 173,162 1,935,849 ...

2012-IV........ 57,374,223 39,913,093 36,951,073 2,351,102 610,918 6,378,815 1,914,825 151,898 4,067,412 244,680 11,082,315 8,929,381 173,205 1,979,729 ...

2013-I........... 57,900,246 40,358,971 37,377,899 2,350,489 630,583 6,384,937 1,945,654 144,838 4,051,463 242,982 11,156,338 8,967,650 173,151 2,015,538 ...

2013-II.......... 58,352,997 40,787,606 37,804,726 2,351,132 631,748 6,381,343 1,925,904 149,300 4,064,213 241,927 11,184,048 9,009,849 173,082 2,001,117 ...

2013-III ........ 58,597,736 41,044,396 38,072,406 2,352,873 619,117 6,356,055 1,886,528 151,207 4,075,372 242,948 11,197,285 9,052,051 173,002 1,972,232 ...

2013-IV........ 58,965,595 41,322,111 38,340,086 2,350,131 631,894 6,381,987 1,920,200 150,039 4,068,321 243,427 11,261,497 9,083,167 172,165 2,006,165 ...

2014-I........... 59,488,038 41,776,245 38,774,393 2,349,269 652,583 6,389,575 1,951,359 143,139 4,053,236 241,841 11,322,218 9,112,212 171,918 2,038,089 ...

2014-II.......... 59,939,212 42,212,424 39,208,701 2,349,826 653,897 6,387,660 1,932,335 147,625 4,066,805 240,894 11,339,128 9,145,205 171,670 2,022,253 ...

2014-III ........ 60,179,913 42,473,517 39,481,211 2,351,554 640,752 6,364,176 1,893,748 149,589 4,078,826 242,014 11,342,220 9,178,200 171,422 1,992,597 ...

2014-IV........ 60,542,022 42,756,769 39,753,722 2,348,792 654,255 6,391,531 1,927,820 148,510 4,072,604 242,597 11,393,722 9,200,656 170,446 2,022,620 ...

2015-I........... 61,073,149 43,230,079 40,208,872 2,346,607 674,600 6,397,294 1,958,985 141,749 4,055,584 240,976 11,445,776 9,222,488 170,121 2,053,167 ...

2015-II.......... 61,532,839 43,684,752 40,664,022 2,345,963 674,767 6,393,643 1,940,112 146,265 4,067,275 239,991 11,454,444 9,248,336 169,805 2,036,303 ...

2015-III ........ 61,774,767 43,957,072 40,950,229 2,346,519 660,324 6,368,325 1,901,555 148,285 4,077,404 241,081 11,449,370 9,274,186 169,496 2,005,687 ...

2015-IV........ 62,138,535 44,251,942 41,236,437 2,342,581 672,924 6,393,952 1,935,793 147,288 4,069,236 241,635 11,492,641 9,289,801 168,478 2,034,362 ...

2016-I........... 62,685,601 44,742,540 41,709,732 2,339,866 692,942 6,401,326 1,966,946 140,634 4,053,783 239,964 11,541,735 9,308,915 168,223 2,064,597 ...

2016-II.......... 63,160,409 45,214,424 42,183,027 2,338,757 692,640 6,399,071 1,947,854 145,169 4,067,131 238,917 11,546,914 9,332,074 167,974 2,046,866 ...

2016-III ........ 63,410,386 45,497,145 42,480,731 2,338,861 677,553 6,375,064 1,908,983 147,228 4,078,883 239,971 11,538,177 9,355,234 167,731 2,015,212 ...

2016-IV........ 63,783,488 45,802,499 42,778,435 2,334,480 689,584 6,402,333 1,943,272 146,292 4,072,281 240,488 11,578,656 9,368,266 166,781 2,043,609 ...

2017-I........... 64,340,166 46,307,498 43,267,336 2,330,898 709,264 6,408,597 1,974,560 139,729 4,055,752 238,555 11,624,071 9,382,827 166,654 2,074,591 ...

2017-II.......... 64,823,093 46,793,641 43,756,237 2,328,969 708,435 6,404,894 1,955,294 144,284 4,068,077 237,238 11,624,558 9,401,522 166,527 2,056,509 ...

2017-III ........ 65,074,697 47,084,664 44,063,793 2,328,265 692,606 6,379,243 1,916,033 146,380 4,078,779 238,051 11,610,790 9,420,218 166,402 2,024,170 ...

2017-IV........ 65,451,878 47,398,557 44,371,349 2,323,097 704,111 6,405,531 1,950,595 145,498 4,071,118 238,320 11,647,790 9,428,870 165,563 2,053,357 ...

2018-I........... 66,023,871 47,918,375 44,875,839 2,318,987 723,549 6,412,641 1,981,752 139,012 4,055,596 236,281 11,692,855 9,441,848 165,603 2,085,404 ...

2018-II.......... 66,519,842 48,419,147 45,380,328 2,316,583 722,236 6,409,136 1,961,871 143,588 4,068,830 234,847 11,691,559 9,459,021 165,635 2,066,903 ...

2018-III ........ 66,777,940 48,718,727 45,697,543 2,315,422 705,762 6,383,646 1,921,888 145,718 4,080,479 235,561 11,675,567 9,476,194 165,660 2,033,712 ...

2018-IV........ 67,164,421 49,041,411 46,014,758 2,309,829 716,824 6,410,763 1,956,333 144,884 4,073,818 235,728 11,712,247 9,483,287 164,960 2,064,000 ...

2019-I........... 67,750,109 49,574,739 46,533,587 2,304,921 736,231 6,416,676 1,987,706 138,452 4,056,877 233,641 11,758,694 9,495,661 165,144 2,097,889 ...

2019-II.......... 68,257,893 50,088,949 47,052,416 2,301,783 734,750 6,411,448 1,967,839 143,037 4,068,419 232,153 11,757,496 9,512,278 165,313 2,079,904 ...

2019-III ........ 68,522,495 50,396,687 47,378,643 2,299,921 718,123 6,384,581 1,928,098 145,187 4,078,482 232,813 11,741,227 9,528,897 165,470 2,046,861 ...

2019-IV........ 68,916,932 50,727,438 47,704,870 2,293,664 728,904 6,410,243 1,962,560 144,384 4,070,377 232,922 11,779,251 9,535,360 164,889 2,079,002 ...
185

OASDI Numbers

Figure 3.—Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2009

[In millions]

Disabled workers

& dependents

9.7

(18.5%)

Survivors

6.4

(12.2%)

Retired workers

& dependents

36.4

(69.3%)

Retired workers

33.5

(92.0%)

Spouses

2.3

(6.4%)

Children

0.6

(1.5%)

Disabled workers

7.8

(80.3%)

Children

1.7

(18.0%)

Spouses

0.2

(1.6%)

Aged widow(er)s

& parents

4.1

(63.8%)

Children

1.9

(30.0%)

Mothers

& fathers

0.2

(2.5%)

Disabled

widow(er)s

0.2

(3.7%)
Benefit Payments

186

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 awards to retired or disabled workers, or

survivors of deceased workers, and the actual earnings histories of the workers. A 1-percent sample of such awards is

drawn from administrative data on awards in calendar year

2007. The sample is then linked to the Master Beneficiary

Record (MBR) in order to collect information on the beneficiary’s and/or the worker’s gender, date of birth, date of

death, date of eligibility, periods of disability, Primary Insurance Amount (PIA), type of PIA calculation, delayed retirement and military service credits, and benefit amount in the

month of award.

Under current law, beneficiaries who receive pensions from

work not covered by Social Security may have their benefits

reduced by the Windfall Elimination Provision (WEP) or the

Government Pension Offset (GPO) provision. The WEP

considers the noncovered pension of the worker; the GPO

considers the noncovered pension of the secondary beneficiary. The sample is linked to WEP administrative data in

order to collect noncovered pension information that is used

to compute the WEP reduction. We do not consider the

effects of the GPO.

The Social Security Act allows the President to enter into

international agreements to coordinate the U.S. social security programs with the social security programs of other

countries. These agreements are known as “totalization

agreements.” Workers who would otherwise be uninsured

for U.S. Social Security benefits are allowed to use foreign

work in countries with which the U.S. has a totalization

agreement to qualify for a special U.S. benefit. These special

benefits are computed from the worker’s U.S. covered earnings record using a variation of the wage-indexed method.

We get the information needed to identify these cases in our

sample by linking the sample to totalization administrative

data.

Finally, the sample is linked to the 2007 Continuous Work

History Sample (CWHS) in order to collect the workers’

earnings histories. The CWHS is a 1-percent sample of all

people with earnings covered by Social Security.

The 2007 CWHS includes Social Security earnings as a

lump-sum for years prior to 1951, and year-by-year earnings

for the 1951-2007 period. Quarters of coverage for years

prior to 1951 are also reported as a lump-sum. Social Security earnings are truncated from above by the contribution

and benefit base. Also reported in the 2007 CWHS are yearby-year Medicare taxable wages for years 1983-2007. Prior

to 1991, the wage base for Medicare wages was the same as

for Social Security. For the years 1991-93, the Medicare

wage base was $125,000, $130,200, and $135,000 respectively. As of 1994, Medicare taxable wages have no maximum.

In the construction of the earnings histories for the awards

included in the sample, we used Social Security earnings for

years 1951-90. We also used Social Security earnings after

1990, if less than the contribution and benefit base. If at the

base, then Medicare taxable wages for years 1994 and later

were used. For 1991-93, we used Medicare taxable wages if

they were less than the Medicare wage base. If the worker

had earnings at the Medicare wage base, we back estimated

the unbounded Medicare taxable wages by discounting the

1994 Medicare taxable wages by the average wage index

(1992—5.2 percent, 1993—0.9 percent, and 1994—2.7 percent). Pre-1951 earnings for very young workers (i.e., year

of birth 1937 or later) were excluded, while earnings for

older workers were evenly distributed in the appropriate

number of years.

In addition to the data mentioned above, which is part of the

basic record format of our sample, there are several types of

supplemental data which are added to the sample records

where applicable. These supplemental data include military

service information, railroad earnings, and information on

closed prior periods of disability.

Workers who have a period of active duty military service at

any point from 1940 to 2001 are credited with earnings for

this service. These credits are incorporated in their earnings

histories at the time of benefit computation. From 1940 to

1956, earnings due to active duty in the military service was

not covered by Social Security, so these credits provide covered wages for benefit computation purposes. Since 1957,

military service has been covered by Social Security, and

wage credits from 1957 to 2001 are granted in recognition of

the fact that covered basic pay does not adequately represent

all compensation and services received by members of the

military. Information on periods of military service is

obtained from administrative records for each record in our

sample which has military service.

Railroad employment is covered by the Railroad Retirement

system rather than Social Security. However, in cases where

a railroad worker has not earned enough service months to

get a Railroad Retirement benefit, the worker’s railroad earn-
Awards

187

ings can be used for Social Security benefit computation purposes. Railroad earnings are reported to Social Security in

these cases, and this information is collected from the Master

Earnings File (MEF) for each record in our sample which

has railroad earnings.

As mentioned later, one particular benefit computation

method, called the disability guarantee, requires information

on the PIA and MFB from a prior closed period of disability.

The information needed for this computation is derived from

the MBR for each record which has a closed prior period of

disability so that this computation method can be considered.

2. Sample Composition

The sample includes awards to retired and disabled workers,

and young, aged, or disabled survivors of deceased workers.

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. The sample includes

records on 37,512 beneficiaries, distributed as shown in the

“sample awards” column of the following table:

3. Simulated Samples

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—2009 for this study—and for each

year in the projection period—2010-19. 

The benefit type, age and gender composition of the original

sample is maintained in all simulated samples. Therefore,

future changes within each benefit type are not captured by

the simulated samples.

4. Simulated Earnings

Earnings histories of future awards will differ from the earnings histories contained in the 2007 awards sample. To capture expected differences in earnings histories for future

awards, the model used in the projection process updates the

earnings record of each worker in each simulated sample to

create earnings records that are expected to be representative

of awards in the simulated year. The steps involved in creating simulated sample earnings are described below.

The benefit computation procedures that generally apply

consider earnings after 1950, up to the year of award. For a

large majority of the records in our sample, the worker was

born in 1937 or later, and the earnings history from 1951 to

2007 covers the worker’s entire work history. Shifting the

sample earnings history forward by the number of years

between 2007 and the year of the future simulated awards

sample produces a complete earnings history for the future

award. For example, a 65-year-old retiring in 2007 had

annual earnings from 1951 to 2007 in the original sample—

this represents earnings for ages 9 to 65. The “parallel” 65-

year-old retiring in 2010 is assigned annual earnings from

1954 to 2010 in the simulated sample for 2010—this represents earnings for ages 9 to 65, the same as in the original

record.

The level of annual earnings in each simulated sample is

based on the annual earnings in the original 2007 sample,

adjusted to reflect annual average wage increases, as well as

differences in earnings by age and sex between workers born

in adjacent years. While the adjustment for annual wage

increases is a simple application of the assumed changes in

the Social Security average wage index, the adjustment for

differences in earnings by age and sex between adjacent

birth years is accomplished with the estimation and projection of a set of historical and future annual earnings factors.

Using a tabulation from the CWHS, for each historical earnings year, an historical earnings factor is calculated for each

age and sex based on the annual change in average earnings

at that age and sex from the average earnings at the same age

and sex in the prior earnings year. These historical factors

are then adjusted to produce a smooth series by age and sex.

Earnings factors for future years are extrapolated based on

the trend in earnings factors in the last few historical years.

Annual earnings in the simulated sample for each future year

are multiplied by the appropriate age-sex earnings factors in

each historical and projected year.

This shifting and rescaling of earnings is also applied to the

distributed earnings prior to 1951 for the small number of

workers who were born prior to 1937 and who had earnings

prior to 1951 in the 2007 sample. These earnings are projected forward to provide earnings before and after 1951 at

ages where this is appropriate. Due to the relative unimportance of these older earnings, and difficulties in getting reliable data on annual earnings prior to 1951, earnings levels

were only adjusted from the level in the original sample

using the average wage index and the historical earnings factors for earnings projected past 1951.

5. 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

Type of beneficiary Actual awards Sample awards

Male retired worker ................... 1,071,760 10,784

Female retired worker ............... 959,125 9,330

Young survivor1 ........................

1 Young widows, minor children, disabled children, and student children of deceased

workers.

347,207 3,440

Aged survivor2 ..........................

2 Aged widow(er)s and parents of deceased workers.

493,828 5,433

Disabled survivor3.....................

3 Excludes disabled children of deceased workers, which are included in the young

survivor category.

28,969 300

Male disabled worker ................ 435,934 4,413

Female disabled worker............. 382,530 3,812
Benefit Payments

188

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

2007 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.

• Disability Guarantee Method—Applies to PIA determinations where the worker attains age 62, becomes disabled, or dies in 1979 or later, and has a closed period of

disability prior to a later period of entitlement. The PIA

in the later period of entitlement is based on the PIA at

the end of the prior period of disability.

• 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.

• Totalization Method—Applies to totalization benefits. It

is based on the wage-indexed method, but earnings are

imputed for missing years, and the resulting PIA is prorated according to the actual number of years of earnings.

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 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 the benefit begins prior to the

widow(er)’s normal retirement age. 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.

For retired workers, average MBAs are calculated from the

simulated samples for 2010-19. The averages are computed

for each sex and 11 groups delineated by age or entitlement

status. The first nine groups represent single years of age

from 62 to 70; the tenth group represents ages 71 and over;

and the final group represents all retired workers who were

previously disabled workers, regardless of age.

For disabled workers, weighted averages are computed by

sex, using as weights the number of awards by age group, as

projected using the methodology explained earlier. For all

other types of beneficiary, aggregate averages (not by sex)

are computed using weights by age group.

The average MBAs for all categories (retired workers by sex

and age group, disabled workers by sex, and survivors by

type of survivor) are converted to an index series, representing the year-over-year growth in benefits, having a value of

1.000 in 2009. The index for each projected year is then

applied to the actual average benefit awarded in 2009—as

determined from actual Social Security data—to obtain the

final projection of award amounts.

6. Results

Table III.C1 indicates the award amount for female disabled

workers will be gradually increasing relative to the amount

for male disabled workers, from 77 percent of the male

amount in 2009 to 80 percent in 2019. Female award

amounts were as low as 67 percent of the male amount in the

early 1980s. The gradual increase is primarily due to the

increase in lifetime earnings of females relative to those of

males.
Awards

189

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 2009. 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. In addition, the benefit of a spouse of a disabled

worker may be reduced 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 2009. The full benefit rate for a child is 50 percent

of PIA, but the MFB reduces the actual proportion as discussed above.

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. Increases in the career earnings of females has led to a

rise in the average award amount from a low of 62 percent of

male benefits in 1992 to 71 percent of male benefits in 2009.

This increase is estimated to continue throughout the projection period to roughly 76 percent at the end of 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

190

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 2010 Trustees Report intermediate set of assumptions.

Table III.C1.—DI Average Monthly Benefit Awarded to Disabled Workers

(By gender, calendar years 1980-2019)

Year

Average monthly benefit a Ratio of

female benefit

Male Female Total to male benefit

1980 ................................... $440.75 $304.32 $398.85 0.6905

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 ................................... 892.97 652.89 783.47 .7312

2000 ................................... 950.37 697.62 835.44 .7340

2001 ................................... 986.43 729.88 868.97 .7399

2002 ................................... 1,019.94 753.80 897.99 .7391

2003 ................................... 1,062.37 787.28 936.45 .7411

2004 ................................... 1,097.03 817.41 968.04 .7451

2005 ................................... 1,131.13 849.27 1,000.21 .7508

2006 ................................... 1,159.60 877.78 1,027.58 .7570

2007 ................................... 1,182.60 899.67 1,050.37 .7608

2008 ................................... 1,248.32 956.82 1,111.97 .7665

2009 ................................... 1,250.28 962.83 1,117.18 .7701

2010 ................................... 1,255.02 968.60 1,121.11 .7718

2011.................................... 1,278.29 991.98 1,146.01 .7760

2012 ................................... 1,319.58 1,028.71 1,184.89 .7796

2013 ................................... 1,371.16 1,072.91 1,232.79 .7825

2014 ................................... 1,428.09 1,121.14 1,285.54 .7851

2015 ................................... 1,486.77 1,171.74 1,340.28 .7881

2016 ................................... 1,549.16 1,226.09 1,398.75 .7915

2017 ................................... 1,614.23 1,283.17 1,459.90 .7949

2018 ................................... 1,682.26 1,342.04 1,523.42 .7978

2019 ................................... 1,751.75 1,402.23 1,588.31 .8005

a For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average

monthly benefit.
191

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 2010 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 1980-2019)

Year

Average benefit

awarded to

disabled worker a

Young spouses Aged spouses Average benefit

for total spouses of

disabled workersa Ratio to average benefit

for disabled worker Average benefita Ratio to average benefitfor disabled worker Average benefita

Male workers

1980.............................. $440.75 0.2407 $106.09 0.2977 $131.23 $113.71

1985.............................. 530.28 .1886 100.03 .3203 169.83 127.99

1990.............................. 672.43 .1700 114.28 .3138 211.02 150.59

1995.............................. 787.79 .1627 128.21 .3290 259.16 179.18

2000.............................. 950.37 .1684 160.09 .2911 276.61 222.05

2005.............................. 1,131.13 .1624 183.66 .2693 304.57 257.87

2006.............................. 1,159.60 .1590 184.36 .2737 317.38 268.27

2007.............................. 1,182.60 .1717 203.08 .2731 323.01 280.63

2008.............................. 1,248.32 .1701 212.34 .2731 340.97 297.04

2009.............................. 1,250.28 .1713 214.18 .2728 341.05 299.70

2010.............................. 1,255.02 .1706 214.07 .2740 343.93 300.91

2011.............................. 1,278.29 .1710 218.58 .2723 348.05 305.79

2012.............................. 1,319.58 .1710 225.64 .2723 359.28 315.93

2013.............................. 1,371.16 .1710 234.46 .2723 373.34 328.57

2014.............................. 1,428.09 .1710 244.17 .2723 388.83 342.56

2015.............................. 1,486.77 .1710 254.20 .2723 404.81 356.43

2016.............................. 1,549.16 .1710 264.87 .2723 421.79 371.15

2017.............................. 1,614.23 .1710 276.01 .2723 439.51 386.46

2018.............................. 1,682.26 .1710 287.66 .2723 458.03 402.42

2019.............................. 1,751.75 .1710 299.51 .2723 476.94 418.71

Female workers

1980.............................. 304.32 .1690 51.43 .2887 87.86 87.60

1985.............................. 355.76 .1911 67.97 .3413 121.42 86.37

1990.............................. 462.79 .1552 71.83 .2900 134.22 92.78

1995.............................. 560.60 .1667 93.44 .2746 153.92 117.20

2000.............................. 697.62 .1797 125.36 .2692 187.80 158.60

2005.............................. 849.27 .1643 139.55 .2393 203.25 178.77

2006.............................. 877.78 .1642 144.14 .2544 223.35 195.25

2007.............................. 899.67 .1827 164.38 .2584 232.46 207.74

2008.............................. 956.82 .1760 168.43 .2589 247.75 219.53

2009.............................. 962.83 .1769 170.37 .2617 251.99 224.43

2010.............................. 968.60 .1751 169.62 .2666 258.28 228.79

2011.............................. 991.98 .1769 175.47 .2616 259.55 231.65

2012.............................. 1,028.71 .1770 182.13 .2616 269.16 240.59

2013.............................. 1,072.91 .1771 189.97 .2616 280.72 251.26

2014.............................. 1,121.14 .1767 198.13 .2615 293.20 262.66

2015.............................. 1,171.74 .1767 207.07 .2616 306.58 274.53

2016.............................. 1,226.09 .1767 216.67 .2615 320.65 287.05

2017.............................. 1,283.17 .1769 226.98 .2615 335.58 300.37

2018.............................. 1,342.04 .1769 237.39 .2618 351.30 314.21

2019.............................. 1,402.23 .1769 248.04 .2615 366.72 327.94

Total

1980.............................. 398.85 .2660 106.08 .3259 129.98 113.48

1985.............................. 473.65 .2089 98.95 .3558 168.54 126.70

1990.............................. 597.61 .1889 112.91 .3496 208.91 148.82

1995.............................. 693.79 .1832 127.09 .3686 255.72 177.17

2000.............................. 835.44 .1900 158.71 .3269 273.09 219.54

2005.............................. 1,000.21 .1812 181.25 .2989 299.00 253.54

2006.............................. 1,027.58 .1774 182.28 .3038 312.23 264.35

2007.............................. 1,050.37 .1913 200.98 .3030 318.29 276.78

2008.............................. 1,111.97 .1887 209.79 .3020 335.87 292.71

2009.............................. 1,117.18 .1894 211.61 .3008 336.08 295.43

2010.............................. 1,121.11 .1887 211.51 .3024 339.02 296.76

2011.............................. 1,146.01 .1886 216.09 .2994 343.06 301.58

2012.............................. 1,184.89 .1883 223.13 .2989 354.17 311.63

2013.............................. 1,232.79 .1881 231.89 .2985 368.04 324.14

2014.............................. 1,285.54 .1879 241.51 .2982 383.35 337.97

2015.............................. 1,340.28 .1876 251.48 .2978 399.17 351.71

2016.............................. 1,398.75 .1874 262.09 .2974 415.97 366.31

2017.............................. 1,459.90 .1871 273.18 .2970 433.52 381.50

2018.............................. 1,523.42 .1869 284.76 .2966 451.85 397.32

2019.............................. 1,588.31 .1867 296.54 .2963 470.54 413.45

a 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

192

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 2010 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 1980-2019)

Year

Average benefit

awarded to

disabled worker a

Minor children Disabled children Student children

Average benefit for

total children of

disabled workersa

Ratio to

average benefit for

disabled worker

Average

benefit a

Ratio to

average benefit for

disabled worker

Average

benefit a

Ratio to

average benefit for

disabled worker

Average

benefit a

1980..................... $398.85 0.2534 $101.06 0.3238 $129.16 0.3521 $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 .3473 159.21 .3964 181.73 127.92

1985..................... 473.65 .2354 111.51 .3439 162.88 .3985 188.76 129.49

1986..................... 478.30 .2364 113.08 .3464 165.66 .4037 193.10 130.48

1987..................... 508.04 .2298 116.73 .3219 163.52 .3964 201.40 135.65

1988..................... 538.08 .2194 118.04 .3017 162.34 .3962 213.17 140.80

1989..................... 565.49 .2217 125.38 .3196 180.75 .3993 225.79 148.04

1990..................... 597.61 .2203 131.67 .3187 190.45 .3874 231.50 153.25

1991..................... 614.80 .2198 135.16 .3231 198.66 .3839 236.04 155.80

1992..................... 619.96 .2182 135.25 .3197 198.21 .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 218.89 .3736 259.23 175.55

1996..................... 714.40 .2297 164.08 .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 .3352 250.55 .3825 285.92 204.60

1999..................... 783.47 .2367 185.48 .3223 252.50 .3773 295.58 211.69

2000..................... 835.44 .2373 198.25 .3061 255.71 .3742 312.61 225.35

2001..................... 868.97 .2356 204.75 .3173 275.69 .3768 327.45 232.93

2002..................... 897.99 .2261 203.00 .3022 271.38 .3649 327.69 231.19

2003..................... 936.45 .2222 208.05 .2909 272.46 .3610 338.07 237.71

2004..................... 968.04 .2228 215.66 .2802 271.26 .3617 350.11 247.10

2005..................... 1,000.21 .2144 214.46 .2753 275.33 .3605 360.57 248.58

2006..................... 1,027.58 .1986 204.03 .2512 258.13 .3633 373.31 245.41

2007..................... 1,050.37 .2303 241.92 .2875 301.99 .3634 381.71 278.38

2008..................... 1,111.97 .2291 254.74 .2759 306.84 .3624 403.00 292.76

2009..................... 1,117.18 .2288 255.56 .2905 324.53 .3545 396.05 290.18

2010..................... 1,121.11 .2281 255.77 .2917 327.08 .3537 396.49 292.13

2011..................... 1,146.01 .2279 261.16 .2894 331.65 .3532 404.74 298.41

2012..................... 1,184.89 .2277 269.78 .2891 342.58 .3529 418.10 308.49

2013..................... 1,232.79 .2275 280.48 .2889 356.17 .3526 434.70 320.90

2014..................... 1,285.54 .2274 292.28 .2887 371.18 .3524 452.97 334.60

2015..................... 1,340.28 .2272 304.47 .2885 386.64 .3521 471.86 348.99

2016..................... 1,398.75 .2270 317.45 .2882 403.11 .3517 491.99 364.36

2017..................... 1,459.90 .2267 331.00 .2879 420.32 .3514 512.99 380.62

2018..................... 1,523.42 .2266 345.15 .2877 438.28 .3511 534.91 397.52

2019..................... 1,588.31 .2264 359.59 .2875 456.65 .3509 557.30 414.32

a 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

193

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 2010 Trustees Report intermediate set of assumptions.

Table III.C4.—Average Monthly Benefit Awarded to Retired Workers

(Calendar years 1980-2019)

Year

Average monthly benefit a Ratio of

female benefit

Male Female Total to male benefit

1980 .............................. $425.00 $276.10 $363.09 0.6496

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 .............................. 1,034.95 684.55 878.13 .6614

2002 .............................. 1,077.24 713.11 914.23 .6620

2003 .............................. 1,111.58 740.43 941.24 .6661

2004 .............................. 1,134.39 760.96 961.16 .6708

2005 .............................. 1,177.03 800.56 1,000.28 .6802

2006 .............................. 1,234.95 850.13 1,052.38 .6884

2007 .............................. 1,278.92 887.70 1,094.16 .6941

2008 .............................. 1,367.88 958.45 1,174.10 .7007

2009 .............................. 1,365.72 973.89 1,181.58 .7131

2010 .............................. 1,378.72 987.02 1,196.16 .7159

2011 .............................. 1,400.18 1,012.46 1,216.94 .7231

2012 .............................. 1,469.51 1,069.74 1,279.96 .7280

2013 .............................. 1,526.08 1,119.09 1,331.98 .7333

2014 .............................. 1,591.12 1,174.06 1,391.25 .7379

2015 .............................. 1,651.97 1,228.21 1,447.79 .7435

2016 .............................. 1,731.14 1,293.76 1,520.03 .7473

2017 .............................. 1,800.91 1,353.10 1,585.16 .7513

2018 .............................. 1,871.57 1,414.51 1,652.03 .7558

2019 .............................. 1,944.01 1,476.41 1,720.23 .7595

a 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

194

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2019)

Year

Average monthly benefit a

Minor

child

Disabled

child

Student

child

Aged

widow

Aged

widower Mother Father

Male

parent

Female

parent

Disabled

widow

Disabled

widower

Total

survivors

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 .......... 280.89 300.30 341.43 421.24 249.68 312.42 198.36 262.67 360.77 296.83 182.44 360.36

1985 .......... 293.16 310.24 362.18 444.08 260.82 324.39 205.48 339.63 374.44 308.22 180.49 377.91

1986 .......... 303.84 318.74 378.30 457.38 268.84 332.88 216.40 349.02 388.00 321.01 206.56 389.36

1987 .......... 321.73 326.60 401.52 481.17 276.40 352.82 235.17 344.28 447.59 334.56 217.98 412.04

1988 .......... 332.04 342.20 426.20 508.02 286.20 365.60 248.68 416.05 456.06 351.58 197.23 433.23

1989 .......... 349.95 366.29 450.34 536.46 307.27 385.44 268.89 386.52 468.29 377.83 236.77 457.96

1990 .......... 367.25 391.58 471.87 570.14 326.01 407.24 291.67 456.60 519.47 403.26 261.78 484.20

1991 .......... 377.68 403.10 488.74 594.29 338.52 419.45 304.53 488.88 534.90 417.64 272.67 501.08

1992 .......... 386.95 415.06 502.57 614.32 350.17 432.39 318.54 492.60 544.24 433.44 273.52 512.03

1993 .......... 397.93 425.88 513.84 636.12 360.56 444.23 337.27 477.20 556.91 434.88 289.50 527.43

1994 .......... 413.11 442.70 529.65 655.15 369.12 462.43 351.04 510.70 572.44 446.37 299.18 542.78

1995 .......... 425.61 464.49 543.65 679.54 388.29 473.80 367.05 552.58 619.06 462.32 306.49 562.71

1996 .......... 447.24 481.66 556.15 702.41 400.32 507.26 403.82 514.01 620.16 467.57 318.18 581.80

1997 .......... 465.55 492.48 566.31 714.69 410.67 531.13 424.84 557.59 635.72 479.68 331.25 600.53

1998 .......... 479.39 502.27 575.18 725.36 416.06 543.99 435.85 598.56 683.32 485.20 336.35 610.32

1999 .......... 509.28 519.33 594.25 729.15 427.57 580.29 459.55 604.35 699.52 507.12 348.84 635.51

2000 .......... 536.75 539.44 624.45 732.60 431.36 611.64 496.11 643.40 719.40 532.56 382.42 653.05

2001 .......... 567.35 566.57 644.52 752.08 447.32 646.60 531.16 678.56 795.90 553.33 383.77 674.09

2002 .......... 579.26 560.10 653.85 751.77 457.76 665.38 532.62 838.34 833.91 569.84 405.72 678.42

2003 .......... 598.94 564.68 673.21 780.23 491.10 688.78 550.30 664.13 786.85 585.03 418.57 701.62

2004 .......... 612.40 564.33 694.74 790.08 512.72 704.51 576.43 589.42 796.95 601.37 428.04 714.68

2005 .......... 634.00 577.60 720.23 812.82 533.93 729.15 592.58 749.00 834.00 619.82 444.14 735.49

2006 .......... 650.04 594.70 745.08 847.16 561.58 754.62 618.70 829.82 916.13 631.98 432.92 764.70

2007 .......... 670.84 591.93 766.67 880.58 588.47 771.68 631.86 751.88 890.41 644.83 483.54 792.27

2008 .......... 723.78 632.91 813.62 935.60 646.71 832.87 675.54 747.26 946.03 683.84 498.94 845.55

2009 .......... 721.33 648.28 807.18 934.74 676.99 837.62 684.98 810.68 873.71 679.85 496.56 845.46

2010 .......... 728.11 654.37 814.77 941.00 681.53 845.49 691.42 816.11 879.56 688.42 502.82 852.22

2011 .......... 740.30 665.33 828.41 958.95 694.52 859.65 703.00 831.68 896.34 696.23 508.53 868.39

2012 .......... 770.67 692.62 862.39 992.60 718.90 894.91 731.83 860.86 927.79 729.00 532.46 901.81

2013 .......... 802.19 720.95 897.66 1,031.02 746.72 931.52 761.77 894.18 963.70 756.81 552.77 938.20

2014 .......... 835.73 751.10 935.20 1,073.18 777.25 970.47 793.62 930.74 1,003.11 789.17 576.41 977.31

2015 .......... 871.29 783.06 974.99 1,115.71 808.06 1,011.76 827.39 967.63 1,042.86 822.21 600.54 1,017.47

2016 .......... 908.73 816.70 1,016.89 1,160.48 840.48 1,055.23 862.94 1,006.46 1,084.71 855.93 625.17 1,059.64

2017 .......... 945.95 850.15 1,058.54 1,207.12 874.26 1,098.45 898.28 1,046.91 1,128.31 888.43 648.90 1,102.67

2018 .......... 985.19 885.42 1,102.45 1,255.92 909.60 1,144.02 935.55 1,089.23 1,173.92 922.96 674.13 1,147.72

2019 .......... 1,025.59 921.72 1,147.65 1,306.11 945.96 1,190.93 973.90 1,132.76 1,220.84 957.36 699.26 1,193.88

a For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit.
DI Dollars

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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 each category of DI beneficiary.

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 (see Section C).

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,

if the automatic computation yields an increase.

The model assumes the average amount in current-payment

status is proportional to the average amount in force. Ratios

based on historical trends are applied to the average amount

in force to get the average amount in current-payment status

at the end of each quarter.

2. Benefits In Current-Payment Status

Tables III.D12-III.D17 show quarterly projections of current-payment benefits for each category of DI beneficiary.

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 2009, roughly 93.2 percent of all current-payment benefits were made to disabled workers; roughly 0.5 percent went

to spouses of disabled workers, and 6.3 percent went to children. A breakdown of the dollar amounts follows:

Disabled workers:

• Male—$57.0 billion (59%)

• Female—$39.6 billion (41%)

• Total—$96.7 billion (100%)

Spouses:

• Young wives—$192.8 million (36%)

• Young husbands—$3.7 million (1%)

• Aged wives—$328.1 million (61%)

• Aged husbands—$12.3 million (2%)

• Total—$536.9 million (100%)

Children:

• Minor—$5,778.6 million (88%)

• Disabled—$463.6 million (7%)

• Student—$295.1 million (5%)

• Total—$6,537.2 million (100%)

3. Benefits In Non-Current-Payment Status

Benefits in non-current-payment status for the DI program

are projected in two separate categories: (1) retroactive payments made due to the Automatic Earnings Reappraisal

Operation, benefits that are paid as a result of benefit recomputations accounting for additional earnings after initial

retirement, hereafter referred to as AERO, and (2) all other

non-current-payment benefits, referred to as “non-AERO”

retroactive benefits.

a. Non-Current-Payment Benefits Other than AERO

Table III.D18 shows the annual projection of non-currentpayment benefits other than AERO paid to disabled workers

and auxiliaries. The largest component of this category consists of benefits payable to disabled workers for periods of

retroactive entitlement. 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.

Non-AERO retroactive payments to disabled workers are

projected annually as the product of five factors:

• Number of awards to disabled workers.

• Average award amount.

• Average number of months of retroactive entitlement.
Benefit Payments

196

• A cost-of-living adjustment factor. 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.

• A residual factor. This factor is used to rescale the product of the first four factors to actual non-current-payment benefits other than AERO. The product of the first

four factors is normally a bit different from actual pure

retroactive benefit payments because of variation in the

characteristics of the beneficiaries receiving retroactive

payments. In addition, there are other items in total noncurrent-payment status benefits such as recovery of disability overpayments.

The average number of months of retroactivity generally

increased over the period 2001 to 2007. A portion of this

increase is attributable to a special administrative action

undertaken by SSA beginning in 2001 to identify and award

benefits from the DI trust fund to a substantial number of

current and former recipients of Supplemental Security

Income (SSI) benefits whose disability-insured status under

the DI program was not previously recognized. This action

resulted in increased numbers of awards with longer periods

of retroactivity. The average number of months of retroactivity is projected to make a level shift downward following the

completion of the processing of this special disability workload in 2010, followed by small additional decreases to an

ultimate level consistent with the historical data.

The model assumes benefit payments in non-current-payment status other than AERO to auxiliaries are proportional

to these payments to disabled workers. Assumed ratios based

on historical trends are used to project such benefits.

Projected quarterly benefits in non-current-payment status

other than AERO are derived from annual totals by applying

an interpolation formula.

b. Non-Current-Payment Benefits due to AERO

Non-current-payment benefits due to the AERO process are

projected for the DI program in a manner similar to the corresponding projections for the OASI program, described in

section III.E.3. Table III.D19 presents the projection of

AERO benefits.

AERO benefits are projected by month, quarter, year, and

major type of beneficiary. Total AERO benefits for the DI

program are first related to total benefits in current-payment

status to disabled workers on calendar year basis. AERO

benefits as a proportion of the base current-payment benefits

are projected to remain at the figure for 2009 of 1.6 percent.

Total AERO benefits for each projected year are split into

monthly amounts, based on the historical distribution by

month. Since the projected monthly amounts are based on a

historical monthly distribution, this assumes that the majority of AERO benefits continue to be paid in May and

December.

Total AERO benefits for each projected month are split by

type of beneficiary, using the proportions for the corresponding month in the last full year of data. The AERO benefits in

each 3 months of a quarter are added to get quarterly benefits. The quarterly AERO benefits by type of beneficiary are

added to get annual benefits by type of beneficiary, for both

calendar and fiscal years.

Tables III.D20-III.D23 summarize quarterly current-, noncurrent, and total benefits for each category of DI beneficiary.
DI Dollars

197

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 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980 ........... 14.3 1,948,253 $352.37 291,189 $440.75 304,544 0.9500 $382.64 1,934,898 $406.55 1.0006 $406.79

1985 ........... 3.1 1,762,829 518.28 281,090 530.28 241,527 .9015 481.70 1,802,392 533.29 1.0014 534.06

1990 ........... 5.4 1,935,486 615.38 303,616 672.43 241,161 1.0061 652.56 1,997,941 650.89 1.0024 652.42

1995 ........... 2.6 2,512,342 735.34 378,526 787.79 273,730 1.0019 755.87 2,617,138 758.87 1.0037 761.64

1996 ........... 2.9 2,617,138 758.87 355,471 812.64 268,373 1.0078 786.97 2,704,236 784.20 1.0045 787.73

1997 ........... 2.1 2,704,236 784.20 326,828 838.22 305,443 .9882 791.25 2,725,621 806.09 1.0040 809.31

1998 ........... 1.3 2,725,621 806.09 333,032 853.33 257,059 1.0192 832.21 2,801,594 819.49 1.0040 822.76

1999 ........... a 2.5 2,801,594 819.49 337,533 892.97 271,648 1.0382 872.02 2,867,479 842.87 1.0043 846.48

2000 ........... 3.5 2,867,479 842.87 338,784 950.37 282,601 1.0475 913.77 2,923,662 878.22 1.0051 882.66

2001 ........... 2.6 2,923,662 878.22 374,355 986.43 276,894 1.0333 931.09 3,021,123 909.15 1.0050 913.72

2002 ........... 1.4 3,021,123 909.15 406,336 1,019.94 286,490 1.0564 973.86 3,140,969 931.21 1.0047 935.60

2003 ........... 2.1 3,140,969 931.21 421,598 1,062.37 268,749 1.0485 996.86 3,293,818 961.36 1.0047 965.91

2004 ........... 2.7 3,293,818 961.36 428,672 1,097.03 274,259 1.0634 1,049.96 3,448,231 997.43 1.0048 1,002.24

2005 ........... 4.1 3,448,231 997.43 444,309 1,131.13 290,902 1.0402 1,080.11 3,601,638 1,046.15 1.0052 1,051.55

2006 ........... 3.3 3,601,638 1,046.15 427,247 1,159.60 293,101 1.0009 1,081.60 3,735,784 1,091.67 1.0055 1,097.71

2007 ........... 2.3 3,735,784 1,091.67 435,934 1,182.60 300,207 1.0614 1,185.35 3,871,511 1,120.01 1.0054 1,126.11

2008 ........... 5.8 3,871,511 1,120.01 473,896 1,248.32 320,365 1.0985 1,301.64 4,025,042 1,184.34 1.0054 1,190.69

2009 ........... .0 4,025,042 1,184.34 528,656 1,250.28 356,184 1.0905 1,291.53 4,197,514 1,183.69 1.0049 1,189.44

2010-I......... ... 4,197,514 1,183.69 147,601 1,253.58 93,290 1.0760 1,273.65 4,251,825 1,184.14 1.0054 1,190.54

2010-II ....... ... 4,251,825 1,184.14 147,601 1,254.55 91,460 1.0750 1,272.95 4,307,965 1,184.67 1.0054 1,191.07

2010-III...... ... 4,307,965 1,184.67 147,601 1,255.52 91,460 1.0830 1,283.00 4,364,105 1,185.01 1.0055 1,191.52

2010-IV...... .0 4,364,105 1,185.01 138,303 1,256.49 89,631 .9930 1,176.71 4,412,777 1,187.41 1.0053 1,193.71

2011-I......... ... 4,412,777 1,187.41 144,533 1,259.17 94,028 1.0760 1,277.66 4,463,282 1,187.84 1.0054 1,194.25

2011-II ....... ... 4,463,282 1,187.84 144,533 1,261.85 92,184 1.0750 1,276.92 4,515,631 1,188.39 1.0054 1,194.80

2011-III ...... ... 4,515,631 1,188.39 144,533 1,264.53 92,184 1.0830 1,287.02 4,567,980 1,188.81 1.0055 1,195.34

2011-IV...... 1.2 4,567,980 1,188.81 135,428 1,282.42 90,340 .9930 1,194.66 4,613,068 1,205.57 1.0053 1,211.96

2012-I......... ... 4,613,068 1,205.57 142,223 1,284.94 105,596 1.0760 1,297.20 4,649,695 1,205.92 1.0054 1,212.43

2012-II ....... ... 4,649,695 1,205.92 142,223 1,287.46 103,525 1.0750 1,296.36 4,688,393 1,206.40 1.0054 1,212.91

2012-III...... ... 4,688,393 1,206.40 142,223 1,289.97 103,525 1.0830 1,306.53 4,727,091 1,206.72 1.0055 1,213.36

2012-IV...... 2.4 4,727,091 1,206.72 133,264 1,323.51 101,455 .9930 1,227.04 4,758,900 1,238.34 1.0053 1,244.90

2013-I......... ... 4,758,900 1,238.34 130,039 1,328.19 114,046 1.0760 1,332.45 4,774,893 1,238.54 1.0054 1,245.22

2013-II ....... ... 4,774,893 1,238.54 130,039 1,332.88 111,810 1.0750 1,331.43 4,793,122 1,238.93 1.0054 1,245.62

2013-III...... ... 4,793,122 1,238.93 130,039 1,337.57 111,810 1.0830 1,341.76 4,811,351 1,239.21 1.0055 1,246.02

2013-IV...... 2.7 4,811,351 1,239.21 121,848 1,378.50 109,574 .9930 1,263.77 4,823,625 1,275.56 1.0053 1,282.32

2014-I......... ... 4,823,625 1,275.56 125,336 1,382.82 113,895 1.0760 1,372.50 4,835,066 1,276.05 1.0054 1,282.94

2014-II ....... ... 4,835,066 1,276.05 125,336 1,387.14 111,662 1.0750 1,371.76 4,848,739 1,276.72 1.0054 1,283.61

2014-III...... ... 4,848,739 1,276.72 125,336 1,391.46 111,662 1.0830 1,382.69 4,862,413 1,277.24 1.0055 1,284.27

2014-IV...... 2.8 4,862,413 1,277.24 117,441 1,434.86 109,429 .9930 1,303.83 4,870,425 1,316.17 1.0053 1,323.14

2015-I......... ... 4,870,425 1,316.17 123,131 1,439.47 115,423 1.0760 1,416.20 4,878,133 1,316.91 1.0054 1,324.03

2015-II ....... ... 4,878,133 1,316.91 123,131 1,444.08 113,160 1.0750 1,415.68 4,888,103 1,317.83 1.0054 1,324.95

2015-III...... ... 4,888,103 1,317.83 123,131 1,448.69 113,160 1.0830 1,427.21 4,898,074 1,318.59 1.0055 1,325.85

2015-IV...... 2.8 4,898,074 1,318.59 115,375 1,493.99 110,897 .9930 1,346.04 4,902,552 1,359.00 1.0053 1,366.21

2016-I......... ... 4,902,552 1,359.00 122,298 1,499.23 115,677 1.0760 1,462.29 4,909,173 1,360.06 1.0054 1,367.41

2016-II ....... ... 4,909,173 1,360.06 122,298 1,504.47 113,409 1.0750 1,462.07 4,918,061 1,361.30 1.0054 1,368.65

2016-III...... ... 4,918,061 1,361.30 122,298 1,509.71 113,409 1.0830 1,474.29 4,926,950 1,362.39 1.0055 1,369.88

2016-IV...... 2.8 4,926,950 1,362.39 114,594 1,557.37 111,141 .9930 1,390.75 4,930,403 1,404.42 1.0053 1,411.86

2017-I......... ... 4,930,403 1,404.42 122,199 1,562.58 117,509 1.0760 1,511.15 4,935,092 1,405.79 1.0054 1,413.38

2017-II ....... ... 4,935,092 1,405.79 122,199 1,567.78 115,205 1.0750 1,511.22 4,942,086 1,407.34 1.0054 1,414.94

2017-III...... ... 4,942,086 1,407.34 122,199 1,572.99 115,205 1.0830 1,524.15 4,949,079 1,408.71 1.0055 1,416.46

2017-IV...... 2.8 4,949,079 1,408.71 114,501 1,622.38 112,901 .9930 1,438.03 4,950,679 1,452.43 1.0053 1,460.13

2018-I......... ... 4,950,679 1,452.43 122,859 1,628.06 118,597 1.0760 1,562.82 4,954,941 1,454.14 1.0054 1,462.00

2018-II ....... ... 4,954,941 1,454.14 122,859 1,633.73 116,272 1.0750 1,563.20 4,961,528 1,456.03 1.0054 1,463.90

2018-III...... ... 4,961,528 1,456.03 122,859 1,639.41 116,272 1.0830 1,576.89 4,968,115 1,457.74 1.0055 1,465.76

2018-IV...... 2.8 4,968,115 1,457.74 115,120 1,691.15 113,947 .9930 1,488.08 4,969,288 1,503.28 1.0053 1,511.24

2019-I......... ... 4,969,288 1,503.28 123,728 1,696.36 119,578 1.0760 1,617.53 4,973,439 1,505.33 1.0054 1,513.46

2019-II ....... ... 4,973,439 1,505.33 123,728 1,701.57 117,233 1.0750 1,618.23 4,979,934 1,507.55 1.0054 1,515.69

2019-III...... ... 4,979,934 1,507.55 123,728 1,706.77 117,233 1.0830 1,632.68 4,986,429 1,509.55 1.0055 1,517.85

2019-IV...... 2.8 4,986,429 1,509.55 115,934 1,759.92 114,888 .9930 1,540.97 4,987,475 1,556.92 1.0053 1,565.17

a 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

198

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980 ........... 14.3 934,371 $258.25 129,087 $304.32 130,093 0.9196 $271.46 933,365 $296.04 1.0001 $296.08

1985 ........... 3.1 854,250 371.05 135,013 355.76 111,350 .8439 322.82 877,913 380.98 1.0003 381.10

1986 ........... 1.3 877,913 380.98 140,475 363.22 110,419 .9539 368.15 907,969 383.73 1.0005 383.91

1987 ........... 4.2 907,969 383.73 141,335 384.81 113,439 .9473 378.78 935,865 399.29 1.0010 399.67

1988 ........... 4.0 935,865 399.29 142,089 408.40 115,430 .9490 394.09 962,524 415.90 1.0011 416.36

1989 ........... 4.7 962,524 415.90 151,912 434.09 113,479 .9270 403.65 1,000,957 437.93 1.0006 438.20

1990 ........... 5.4 1,000,957 437.93 168,487 462.79 112,917 .9340 431.11 1,056,527 464.41 .9999 464.36

1991 ........... 3.7 1,056,527 464.41 197,355 481.38 113,429 .9257 445.83 1,140,453 484.46 .9995 484.24

1992 ........... 3.0 1,140,453 484.46 239,402 489.04 117,911 .9173 457.71 1,261,944 500.25 .9998 500.13

1993 ........... 2.6 1,261,944 500.25 242,970 507.79 121,366 .9180 471.16 1,383,548 515.61 1.0002 515.70

1994 ........... 2.8 1,383,548 515.61 250,431 533.86 127,129 .9117 483.24 1,506,850 534.65 1.0003 534.79

1995 ........... 2.6 1,506,850 534.65 267,119 560.60 137,632 .9039 495.86 1,636,337 554.89 1.0000 554.89

1996 ........... 2.9 1,636,337 554.89 268,783 584.49 142,098 .9183 524.34 1,763,022 576.68 1.0000 576.68

1997 ........... 2.1 1,763,022 576.68 260,872 603.63 158,222 .9232 543.58 1,865,672 594.69 .9997 594.52

1998 ........... 1.3 1,865,672 594.69 275,350 619.33 152,984 .9249 557.15 1,988,038 608.19 .9995 607.91

1999 ........... a 2.5 1,988,038 608.19 283,026 652.89 164,781 .9450 589.10 2,106,283 629.76 .9998 629.63

2000 ........... 3.5 2,106,283 629.76 282,532 697.62 176,126 .9507 619.65 2,212,689 660.25 1.0005 660.61

2001 ........... 2.6 2,212,689 660.25 316,148 729.88 178,220 .9365 634.38 2,350,617 687.80 1.0007 688.28

2002 ........... 1.4 2,350,617 687.80 343,667 753.80 190,828 .9569 667.37 2,503,456 708.33 1.0004 708.63

2003 ........... 2.1 2,503,456 708.33 355,862 787.28 182,035 .9510 687.76 2,677,283 734.17 1.0005 734.52

2004 ........... 2.7 2,677,283 734.17 367,103 817.41 188,678 .9650 727.63 2,855,708 764.63 1.0005 764.99

2005 ........... 4.1 2,855,708 764.63 385,374 849.27 203,685 .9656 768.60 3,037,397 804.83 1.0005 805.26

2006 ........... 3.3 3,037,397 804.83 376,559 877.78 210,546 .9752 810.80 3,203,410 839.21 1.0007 839.77

2007 ........... 2.3 3,203,410 839.21 382,530 899.67 218,014 .9809 842.08 3,367,926 865.04 1.0006 865.59

2008 ........... 5.8 3,367,926 865.04 416,494 956.82 237,403 1.0206 934.02 3,547,017 919.59 1.0007 920.20

2009 ........... .0 3,547,017 919.59 455,868 962.83 271,464 1.0034 922.70 3,731,421 924.74 1.0005 925.17

2010-I......... ... 3,731,421 924.74 129,592 965.34 71,326 1.0240 946.93 3,789,687 925.71 1.0007 926.36

2010-II ....... ... 3,789,687 925.71 129,592 967.55 69,927 1.0030 928.49 3,849,352 927.07 1.0008 927.81

2010-III...... ... 3,849,352 927.07 129,592 969.77 69,927 1.0110 937.27 3,909,017 928.30 1.0008 929.04

2010-IV...... .0 3,909,017 928.30 121,429 971.98 68,529 .9110 845.68 3,961,917 931.07 1.0006 931.63

2011-I......... ... 3,961,917 931.07 124,127 975.31 72,075 1.0240 953.42 4,013,969 932.04 1.0007 932.69

2011-II ....... ... 4,013,969 932.04 124,127 978.64 70,662 1.0030 934.83 4,067,434 933.41 1.0008 934.16

2011-III ...... ... 4,067,434 933.41 124,127 981.97 70,662 1.0110 943.68 4,120,900 934.70 1.0008 935.44

2011-IV...... 1.2 4,120,900 934.70 116,308 997.12 69,249 .9110 861.73 4,167,959 948.75 1.0006 949.32

2012-I......... ... 4,167,959 948.75 122,652 1,000.14 82,500 1.0240 971.52 4,208,111 949.80 1.0007 950.46

2012-II ....... ... 4,208,111 949.80 122,652 1,003.16 80,883 1.0030 952.65 4,249,880 951.28 1.0008 952.05

2012-III...... ... 4,249,880 951.28 122,652 1,006.18 80,883 1.0110 961.75 4,291,650 952.66 1.0008 953.42

2012-IV...... 2.4 4,291,650 952.66 114,926 1,033.43 79,265 .9110 888.71 4,327,311 978.66 1.0006 979.25

2013-I......... ... 4,327,311 978.66 112,548 1,037.98 89,904 1.0240 1,002.15 4,349,955 979.71 1.0007 980.40

2013-II ....... ... 4,349,955 979.71 112,548 1,042.54 88,141 1.0030 982.65 4,374,362 981.27 1.0008 982.05

2013-III...... ... 4,374,362 981.27 112,548 1,047.09 88,141 1.0110 992.06 4,398,769 982.74 1.0008 983.52

2013-IV...... 2.7 4,398,769 982.74 105,458 1,080.04 86,378 .9110 919.46 4,417,849 1,012.73 1.0006 1,013.34

2014-I......... ... 4,417,849 1,012.73 108,683 1,084.31 90,953 1.0240 1,037.04 4,435,579 1,013.99 1.0007 1,014.70

2014-II ....... ... 4,435,579 1,013.99 108,683 1,088.57 89,169 1.0030 1,017.03 4,455,092 1,015.75 1.0008 1,016.56

2014-III...... ... 4,455,092 1,015.75 108,683 1,092.83 89,169 1.0110 1,026.92 4,474,605 1,017.40 1.0008 1,018.21

2014-IV...... 2.8 4,474,605 1,017.40 101,836 1,127.81 87,386 .9110 952.81 4,489,055 1,049.57 1.0006 1,050.20

2015-I......... ... 4,489,055 1,049.57 107,027 1,132.66 92,914 1.0240 1,074.76 4,503,168 1,051.03 1.0007 1,051.76

2015-II ....... ... 4,503,168 1,051.03 107,027 1,137.52 91,092 1.0030 1,054.18 4,519,103 1,053.01 1.0008 1,053.85

2015-III...... ... 4,519,103 1,053.01 107,027 1,142.37 91,092 1.0110 1,064.59 4,535,038 1,054.89 1.0008 1,055.73

2015-IV...... 2.8 4,535,038 1,054.89 100,285 1,179.34 89,270 .9110 987.92 4,546,053 1,088.43 1.0006 1,089.08

2016-I......... ... 4,546,053 1,088.43 106,541 1,184.73 94,104 1.0240 1,114.55 4,558,490 1,090.14 1.0007 1,090.90

2016-II ....... ... 4,558,490 1,090.14 106,541 1,190.12 92,259 1.0030 1,093.41 4,572,772 1,092.40 1.0008 1,093.28

2016-III...... ... 4,572,772 1,092.40 106,541 1,195.51 92,259 1.0110 1,104.42 4,587,054 1,094.56 1.0008 1,095.43

2016-IV...... 2.8 4,587,054 1,094.56 99,830 1,234.53 90,414 .9110 1,025.08 4,596,470 1,129.57 1.0006 1,130.24

2017-I......... ... 4,596,470 1,129.57 106,711 1,240.06 96,927 1.0240 1,156.67 4,606,254 1,131.55 1.0007 1,132.35

2017-II ....... ... 4,606,254 1,131.55 106,711 1,245.59 95,027 1.0030 1,134.95 4,617,939 1,134.12 1.0008 1,135.03

2017-III...... ... 4,617,939 1,134.12 106,711 1,251.12 95,027 1.0110 1,146.59 4,629,624 1,136.56 1.0008 1,137.47

2017-IV...... 2.8 4,629,624 1,136.56 99,990 1,291.83 93,126 .9110 1,064.41 4,636,487 1,173.15 1.0006 1,173.86

2018-I......... ... 4,636,487 1,173.15 107,585 1,297.35 98,929 1.0240 1,201.31 4,645,143 1,175.43 1.0007 1,176.25

2018-II ....... ... 4,645,143 1,175.43 107,585 1,302.86 96,989 1.0030 1,178.95 4,655,739 1,178.30 1.0008 1,179.24

2018-III...... ... 4,655,739 1,178.30 107,585 1,308.38 96,989 1.0110 1,191.26 4,666,334 1,181.03 1.0008 1,181.97

2018-IV...... 2.8 4,666,334 1,181.03 100,808 1,350.68 95,050 .9110 1,106.06 4,672,093 1,219.26 1.0006 1,219.99

2019-I......... ... 4,672,093 1,219.26 108,683 1,356.07 100,484 1.0240 1,248.52 4,680,293 1,221.81 1.0007 1,222.66

2019-II ....... ... 4,680,293 1,221.81 108,683 1,361.47 98,513 1.0030 1,225.47 4,690,462 1,224.97 1.0008 1,225.95

2019-III...... ... 4,690,462 1,224.97 108,683 1,366.86 98,513 1.0110 1,238.44 4,700,632 1,227.97 1.0008 1,228.95

2019-IV...... 2.8 4,700,632 1,227.97 101,837 1,410.68 96,543 .9110 1,150.02 4,705,926 1,267.88 1.0006 1,268.64

a 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

199

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980........... 14.3 2,882,624 $321.86 420,276 $398.85 434,637 0.9496 $349.36 2,868,263 $370.59 1.0004 $370.73

1985........... 3.1 2,617,079 470.22 416,103 473.65 352,877 .8902 431.57 2,680,305 483.40 1.0009 483.82

1986........... 1.3 2,680,305 483.40 424,877 478.30 351,368 .9898 484.70 2,753,814 487.31 1.0010 487.82

1987........... 4.2 2,753,814 487.31 420,295 508.04 360,921 .9910 503.23 2,813,188 507.32 1.0017 508.17

1988........... 4.0 2,813,188 507.32 415,331 538.08 365,118 .9948 524.87 2,863,401 528.38 1.0020 529.46

1989........... 4.7 2,863,401 528.38 430,678 565.49 357,636 .9856 545.27 2,936,443 554.89 1.0019 555.94

1990........... 5.4 2,936,443 554.89 472,103 597.61 354,078 .9950 581.94 3,054,468 586.39 1.0013 587.18

1991........... 3.7 3,054,468 586.39 540,794 614.80 355,470 .9965 605.95 3,239,792 608.67 1.0010 609.29

1992........... 3.0 3,239,792 608.67 642,089 619.96 367,811 .9914 621.53 3,514,070 625.29 1.0012 626.02

1993........... 2.6 3,514,070 625.29 637,388 638.37 376,572 .9982 640.41 3,774,886 640.62 1.0015 641.61

1994........... 2.8 3,774,886 640.62 631,873 666.19 387,567 .9949 655.18 4,019,192 660.10 1.0018 661.32

1995........... 2.6 4,019,192 660.10 645,645 693.79 411,362 .9876 668.88 4,253,475 680.40 1.0019 681.70

1996........... 2.9 4,253,475 680.40 624,254 714.40 410,471 .9942 696.05 4,467,258 702.30 1.0022 703.87

1997........... 2.1 4,467,258 702.30 587,700 734.09 463,665 .9856 706.74 4,591,293 720.19 1.0018 721.48

1998........... 1.3 4,591,293 720.19 608,382 747.42 410,043 1.0001 729.59 4,789,632 731.79 1.0017 733.00

1999........... a 2.5 4,789,632 731.79 620,559 783.47 436,429 1.0202 765.20 4,973,762 752.62 1.0019 754.04

2000........... 3.5 4,973,762 752.62 621,316 835.44 458,727 1.0281 800.84 5,136,351 784.32 1.0026 786.37

2001........... 2.6 5,136,351 784.32 690,503 868.97 455,114 1.0127 814.90 5,371,740 812.29 1.0026 814.43

2002........... 1.4 5,371,740 812.29 750,003 897.99 477,318 1.0336 851.33 5,644,425 832.36 1.0023 834.30

2003........... 2.1 5,644,425 832.36 777,460 936.45 450,784 1.0261 872.04 5,971,101 859.49 1.0024 861.53

2004........... 2.7 5,971,101 859.49 795,775 968.04 462,937 1.0407 918.59 6,303,939 891.97 1.0024 894.12

2005........... 4.1 6,303,939 891.97 829,683 1,000.21 494,587 1.0251 951.82 6,639,035 935.74 1.0026 938.14

2006........... 3.3 6,639,035 935.74 803,806 1,027.58 503,647 1.0018 968.39 6,939,194 975.12 1.0028 977.82

2007........... 2.3 6,939,194 975.12 818,464 1,050.37 518,221 1.0435 1,040.94 7,239,437 1,001.39 1.0027 1,004.09

2008........... 5.8 7,239,437 1,001.39 890,390 1,111.97 557,768 1.0809 1,145.17 7,572,059 1,060.32 1.0027 1,063.14

2009........... .0 7,572,059 1,060.32 984,524 1,117.18 627,648 1.0676 1,132.01 7,928,935 1,061.83 1.0023 1,064.31

2010-I........ ... 7,928,935 1,061.83 277,193 1,118.82 164,616 1.0662 1,132.09 8,041,512 1,062.35 1.0028 1,065.28

2010-II....... ... 8,041,512 1,062.35 277,193 1,120.37 161,388 1.0577 1,123.69 8,157,317 1,063.11 1.0028 1,066.08

2010-III ..... ... 8,157,317 1,063.11 277,193 1,121.93 161,388 1.0659 1,133.19 8,273,122 1,063.71 1.0029 1,066.75

2010-IV ..... .0 8,273,122 1,063.71 259,732 1,123.48 158,160 .9714 1,033.28 8,374,694 1,066.14 1.0027 1,068.97

2011-I ........ ... 8,374,694 1,066.14 268,660 1,128.02 166,103 1.0664 1,136.96 8,477,251 1,066.72 1.0028 1,069.65

2011-II....... ... 8,477,251 1,066.72 268,660 1,131.00 162,846 1.0579 1,128.48 8,583,065 1,067.56 1.0028 1,070.54

2011-III ..... ... 8,583,065 1,067.56 268,660 1,133.98 162,846 1.0660 1,138.04 8,688,879 1,068.29 1.0029 1,071.34

2011-IV ..... 1.2 8,688,879 1,068.29 251,736 1,150.60 159,589 .9714 1,050.19 8,781,027 1,083.67 1.0027 1,086.55

2012-I........ ... 8,781,027 1,083.67 264,875 1,153.06 188,096 1.0652 1,154.35 8,857,806 1,084.24 1.0028 1,087.23

2012-II....... ... 8,857,806 1,084.24 264,875 1,155.81 184,408 1.0566 1,145.61 8,938,273 1,085.10 1.0028 1,088.14

2012-III ..... ... 8,938,273 1,085.10 264,875 1,158.56 184,408 1.0647 1,155.30 9,018,741 1,085.82 1.0029 1,088.93

2012-IV ..... 2.4 9,018,741 1,085.82 248,190 1,189.18 180,720 .9701 1,078.65 9,086,211 1,114.67 1.0027 1,117.63

2013-I........ ... 9,086,211 1,114.67 242,587 1,193.55 203,950 1.0648 1,186.85 9,124,848 1,115.15 1.0028 1,118.23

2013-II....... ... 9,124,848 1,115.15 242,587 1,198.18 199,951 1.0561 1,177.68 9,167,484 1,115.98 1.0028 1,119.11

2013-III ..... ... 9,167,484 1,115.98 242,587 1,202.80 199,951 1.0642 1,187.61 9,210,120 1,116.72 1.0029 1,119.91

2013-IV ..... 2.7 9,210,120 1,116.72 227,306 1,240.03 195,952 .9696 1,112.00 9,241,474 1,149.91 1.0027 1,152.98

2014-I........ ... 9,241,474 1,149.91 234,019 1,244.18 204,848 1.0640 1,223.55 9,270,644 1,150.67 1.0028 1,153.85

2014-II....... ... 9,270,644 1,150.67 234,019 1,248.48 200,832 1.0553 1,214.25 9,303,831 1,151.75 1.0028 1,154.99

2014-III ..... ... 9,303,831 1,151.75 234,019 1,252.77 200,832 1.0634 1,224.72 9,337,018 1,152.72 1.0029 1,156.02

2014-IV ..... 2.8 9,337,018 1,152.72 219,277 1,292.26 196,815 .9688 1,147.98 9,359,480 1,188.30 1.0027 1,191.47

2015-I........ ... 9,359,480 1,188.30 230,158 1,296.80 208,337 1.0636 1,263.92 9,381,301 1,189.28 1.0028 1,192.58

2015-II....... ... 9,381,301 1,189.28 230,158 1,301.52 204,252 1.0548 1,254.46 9,407,207 1,190.61 1.0028 1,193.96

2015-III ..... ... 9,407,207 1,190.61 230,158 1,306.24 204,252 1.0629 1,265.49 9,433,112 1,191.81 1.0029 1,195.24

2015-IV ..... 2.8 9,433,112 1,191.81 215,660 1,347.67 200,167 .9683 1,186.33 9,448,605 1,228.82 1.0027 1,232.10

2016-I........ ... 9,448,605 1,228.82 228,839 1,352.81 209,781 1.0631 1,306.30 9,467,662 1,230.10 1.0028 1,233.51

2016-II....... ... 9,467,662 1,230.10 228,839 1,358.12 205,668 1.0541 1,296.70 9,490,833 1,231.74 1.0028 1,235.21

2016-III ..... ... 9,490,833 1,231.74 228,839 1,363.43 205,668 1.0622 1,308.37 9,514,004 1,233.26 1.0029 1,236.80

2016-IV ..... 2.8 9,514,004 1,233.26 214,423 1,407.07 201,554 .9676 1,226.72 9,526,873 1,271.81 1.0027 1,275.21

2017-I........ ... 9,526,873 1,271.81 228,910 1,412.23 214,437 1.0622 1,350.92 9,541,346 1,273.40 1.0028 1,276.94

2017-II....... ... 9,541,346 1,273.40 228,910 1,417.58 210,232 1.0532 1,341.14 9,560,025 1,275.36 1.0028 1,278.96

2017-III ..... ... 9,560,025 1,275.36 228,910 1,422.94 210,232 1.0613 1,353.49 9,578,703 1,277.17 1.0029 1,280.85

2017-IV ..... 2.8 9,578,703 1,277.17 214,491 1,468.29 206,027 .9667 1,269.15 9,587,166 1,317.37 1.0027 1,320.90

2018-I........ ... 9,587,166 1,317.37 230,444 1,473.66 217,527 1.0615 1,398.40 9,600,084 1,319.28 1.0028 1,322.95

2018-II....... ... 9,600,084 1,319.28 230,444 1,479.26 213,262 1.0524 1,388.44 9,617,266 1,321.58 1.0028 1,325.32

2018-III ..... ... 9,617,266 1,321.58 230,444 1,484.86 213,262 1.0605 1,401.50 9,634,449 1,323.72 1.0029 1,327.54

2018-IV ..... 2.8 9,634,449 1,323.72 215,928 1,532.20 208,996 .9659 1,314.35 9,641,381 1,365.65 1.0027 1,369.32

2019-I........ ... 9,641,381 1,365.65 232,411 1,537.23 220,061 1.0611 1,449.04 9,653,731 1,367.88 1.0028 1,371.69

2019-II....... ... 9,653,731 1,367.88 232,411 1,542.53 215,746 1.0519 1,438.89 9,670,396 1,370.49 1.0028 1,374.37

2019-III ..... ... 9,670,396 1,370.49 232,411 1,547.82 215,746 1.0600 1,452.66 9,687,061 1,372.91 1.0029 1,376.88

2019-IV ..... 2.8 9,687,061 1,372.91 217,771 1,596.60 211,431 .9654 1,362.45 9,693,401 1,416.60 1.0027 1,420.41

a 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

200

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980 ........... 14.3 415,566 $93.55 74,922 $106.09 89,720 0.9756 $104.31 400,768 $107.36 1.0037 $107.76

1985 ........... 3.1 240,504 120.94 48,494 100.03 45,773 .9678 120.67 243,225 121.01 1.0207 123.51

1986 ........... 1.3 243,225 121.01 47,706 99.33 51,371 1.0050 123.20 239,560 118.15 1.0223 120.79

1987 ........... 4.2 239,560 118.15 43,364 102.76 51,613 1.0042 123.63 231,311 119.37 1.0271 122.60

1988 ........... 4.0 231,311 119.37 42,588 104.89 55,168 .8739 108.49 218,731 120.97 1.0304 124.65

1989 ........... 4.7 218,731 120.97 40,275 109.75 39,918 1.0584 134.05 219,088 124.79 1.0360 129.28

1990 ........... 5.4 219,088 124.79 41,862 114.28 43,419 .9344 122.91 217,531 129.06 1.0376 133.91

1991 ........... 3.7 217,531 129.06 45,548 117.00 42,937 .9241 123.68 220,142 131.15 1.0401 136.41

1992 ........... 3.0 220,142 131.15 49,806 116.25 41,689 .9562 129.16 228,259 131.63 1.0430 137.29

1993 ........... 2.6 228,259 131.63 42,005 118.37 39,613 1.0625 143.49 230,651 131.70 1.0452 137.65

1994 ........... 2.8 230,651 131.70 39,603 121.77 38,964 1.0465 141.68 231,290 133.56 1.0501 140.25

1995 ........... 2.6 231,290 133.56 35,803 128.21 39,986 1.0357 141.92 227,107 136.12 1.0516 143.15

1996 ........... 2.9 227,107 136.12 29,901 132.92 37,682 1.0293 144.17 219,326 140.75 1.0420 146.66

1997 ........... 2.1 219,326 140.75 23,698 136.97 37,800 1.0295 147.95 205,224 144.21 1.0441 150.57

1998 ........... 1.3 205,224 144.21 23,696 142.37 37,576 .9297 135.81 191,344 146.37 1.0517 153.94

1999 ........... a 2.5 191,344 146.37 20,895 148.12 33,216 1.0436 156.57 179,023 149.72 1.0633 159.20

2000 ........... 3.5 179,023 149.72 19,667 160.09 31,215 1.0229 158.51 167,475 155.68 1.0701 166.60

2001 ........... 2.6 167,475 155.68 18,957 167.96 29,457 1.0070 160.84 156,975 160.95 1.0746 172.96

2002 ........... 1.4 156,975 160.95 20,611 170.05 28,985 1.0697 174.58 148,601 164.52 1.0762 177.06

2003 ........... 2.1 148,601 164.52 20,570 175.98 27,175 1.0612 178.25 141,996 169.23 1.0778 182.40

2004 ........... 2.7 141,996 169.23 18,984 181.49 26,559 .9273 161.16 134,421 180.13 1.0502 189.18

2005 ........... 4.1 134,421 180.13 17,963 183.66 24,774 1.0584 198.47 127,610 187.67 1.0546 197.92

2006 ........... 3.3 127,610 187.67 15,964 184.36 23,073 1.1222 217.55 120,501 194.03 1.0558 204.86

2007 ........... 2.3 120,501 194.03 15,462 203.08 21,755 1.0134 201.15 114,208 199.14 1.0577 210.63

2008 ........... 5.8 114,208 199.14 15,932 212.34 20,766 .9930 209.22 109,374 211.00 1.0622 224.13

2009 ........... .0 109,374 211.00 17,033 214.18 19,639 1.0127 213.67 106,768 211.21 1.0612 224.14

2010-I......... ... 106,768 211.21 4,958 213.30 4,896 1.2070 254.93 106,830 209.30 1.0492 219.60

2010-II ....... ... 106,830 209.30 4,958 213.82 4,896 1.0080 210.98 106,892 209.44 1.0540 220.75

2010-III...... ... 106,892 209.44 4,958 214.33 4,896 1.0070 210.90 106,953 209.60 1.0600 222.17

2010-IV...... .0 106,953 209.60 4,646 214.84 4,896 .9610 201.42 106,703 210.20 1.0583 222.46

2011-I......... ... 106,703 210.20 4,833 215.30 4,862 1.2070 253.71 106,673 208.45 1.0492 218.71

2011-II ....... ... 106,673 208.45 4,833 215.76 4,862 1.0080 210.12 106,644 208.71 1.0540 219.98

2011-III ...... ... 106,644 208.71 4,833 216.22 4,862 1.0070 210.17 106,614 208.98 1.0600 221.52

2011-IV...... 1.2 106,614 208.98 4,528 219.28 4,862 .9610 203.25 106,280 212.21 1.0583 224.58

2012-I......... ... 106,280 212.21 4,795 219.71 4,834 1.2070 256.13 106,240 210.55 1.0492 220.91

2012-II ....... ... 106,240 210.55 4,795 220.14 4,834 1.0080 212.23 106,201 210.90 1.0540 222.29

2012-III...... ... 106,201 210.90 4,795 220.57 4,834 1.0070 212.38 106,161 211.28 1.0600 223.95

2012-IV...... 2.4 106,161 211.28 4,492 226.30 4,834 .9610 207.92 105,819 217.17 1.0583 229.83

2013-I......... ... 105,819 217.17 4,417 227.10 4,769 1.2070 262.12 105,467 215.55 1.0492 226.16

2013-II ....... ... 105,467 215.55 4,417 227.90 4,769 1.0080 217.28 105,114 215.99 1.0540 227.66

2013-III...... ... 105,114 215.99 4,417 228.71 4,769 1.0070 217.51 104,762 216.46 1.0600 229.45

2013-IV...... 2.7 104,762 216.46 4,138 235.70 4,769 .9610 213.65 104,131 223.25 1.0583 236.27

2014-I......... ... 104,131 223.25 4,285 236.44 4,676 1.2070 269.46 103,740 221.71 1.0492 232.62

2014-II ....... ... 103,740 221.71 4,285 237.18 4,676 1.0080 223.49 103,349 222.27 1.0540 234.28

2014-III...... ... 103,349 222.27 4,285 237.92 4,676 1.0070 223.83 102,959 222.85 1.0600 236.22

2014-IV...... 2.8 102,959 222.85 4,015 245.34 4,676 .9610 220.17 102,298 230.15 1.0583 243.57

2015-I......... ... 102,298 230.15 4,237 246.13 4,588 1.2070 277.80 101,947 228.67 1.0492 239.92

2015-II ....... ... 101,947 228.67 4,237 246.92 4,588 1.0080 230.50 101,597 229.35 1.0540 241.74

2015-III...... ... 101,597 229.35 4,237 247.71 4,588 1.0070 230.96 101,246 230.05 1.0600 243.85

2015-IV...... 2.8 101,246 230.05 3,971 255.45 4,588 .9610 227.28 100,629 237.67 1.0583 251.53

2016-I......... ... 100,629 237.67 4,236 256.35 4,511 1.2070 286.87 100,355 236.25 1.0492 247.87

2016-II ....... ... 100,355 236.25 4,236 257.24 4,511 1.0080 238.14 100,080 237.05 1.0540 249.85

2016-III...... ... 100,080 237.05 4,236 258.14 4,511 1.0070 238.71 99,806 237.87 1.0600 252.14

2016-IV...... 2.8 99,806 237.87 3,969 266.29 4,511 .9610 235.01 99,265 245.85 1.0583 260.18

2017-I......... ... 99,265 245.85 4,267 267.18 4,449 1.2070 296.73 99,083 244.48 1.0492 256.51

2017-II ....... ... 99,083 244.48 4,267 268.07 4,449 1.0080 246.43 98,902 245.41 1.0540 258.66

2017-III...... ... 98,902 245.41 4,267 268.96 4,449 1.0070 247.12 98,720 246.35 1.0600 261.13

2017-IV...... 2.8 98,720 246.35 3,998 277.40 4,449 .9610 243.38 98,270 254.69 1.0583 269.54

2018-I......... ... 98,270 254.69 4,328 278.38 4,405 1.2070 307.41 98,192 253.37 1.0492 265.84

2018-II ....... ... 98,192 253.37 4,328 279.35 4,405 1.0080 255.40 98,114 254.43 1.0540 268.17

2018-III...... ... 98,114 254.43 4,328 280.32 4,405 1.0070 256.21 98,036 255.49 1.0600 270.82

2018-IV...... 2.8 98,036 255.49 4,055 289.16 4,405 .9610 252.42 97,686 264.23 1.0583 279.63

2019-I......... ... 97,686 264.23 4,394 290.05 4,380 1.2070 318.92 97,701 262.93 1.0492 275.87

2019-II ....... ... 97,701 262.93 4,394 290.94 4,380 1.0080 265.04 97,716 264.09 1.0540 278.36

2019-III...... ... 97,716 264.09 4,394 291.83 4,380 1.0070 265.94 97,731 265.26 1.0600 281.17

2019-IV...... 2.8 97,731 265.26 4,118 300.92 4,380 .9610 262.06 97,469 274.37 1.0583 290.37

a Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
201

DI Dollars

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1983-2009, and calendar quarters 2010-19)

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 3 b 2,403 $66.58 257 b b 2,149 $75.19 1.0154 $76.35

1984........... 3.5 2,149 $75.19 2,572 68.71 bbb 5,826 69.21 1.0876 75.27

1985........... 3.1 5,826 69.21 1,692 67.97 1,674 0.5282 $37.69 5,844 67.85 1.1262 76.41

1986........... 1.3 5,844 67.85 1,704 69.95 1,892 .5992 41.18 5,656 66.15 1.1475 75.91

1987........... 4.2 5,656 66.15 1,675 67.58 1,195 1.0471 72.17 6,136 68.39 1.1575 79.16

1988........... 4.0 6,136 68.39 1,605 67.10 1,418 .8957 63.71 6,323 70.07 1.1583 81.16

1989........... 4.7 6,323 70.07 1,256 70.12 979 1.1018 80.83 6,600 73.64 1.1635 85.68

1990........... 5.4 6,600 73.64 1,404 71.83 1,119 .8890 69.00 6,885 78.32 1.1668 91.38

1991........... 3.7 6,885 78.32 1,721 79.93 1,223 .9029 73.33 7,383 82.00 1.1657 95.59

1992........... 3.0 7,383 82.00 1,957 80.52 1,463 .7871 66.48 7,877 84.63 1.1723 99.21

1993........... 2.6 7,877 84.63 1,696 80.14 926 1.5457 134.21 8,647 85.97 1.1748 101.00

1994........... 2.8 8,647 85.97 1,321 87.72 1,470 1.0561 93.34 8,498 88.32 1.1848 104.64

1995........... 2.6 8,498 88.32 1,193 93.44 1,369 1.1807 106.99 8,322 90.54 1.1773 106.59

1996........... 2.9 8,322 90.54 954 104.33 1,139 1.2633 117.70 8,137 95.93 1.1229 107.72

1997........... 2.1 8,137 95.93 1,078 101.37 1,788 .8057 78.91 7,427 98.43 1.1155 109.80

1998........... 1.3 7,427 98.43 821 110.59 952 1.4843 148.00 7,296 101.54 1.1356 115.31

1999........... c 2.5 7,296 101.54 754 114.93 1,047 1.3395 139.42 7,003 105.79 1.1386 120.45

2000........... 3.5 7,003 105.79 809 125.36 1,344 .9251 101.29 6,468 111.25 1.1407 126.90

2001........... 2.6 6,468 111.25 849 131.17 1,066 1.1274 128.68 6,251 114.96 1.1535 132.61

2002........... 1.4 6,251 114.96 1,010 131.45 1,160 1.2467 145.32 6,101 119.87 1.1384 136.46

2003........... 2.1 6,101 119.87 1,171 129.55 1,177 1.3002 159.13 6,095 123.32 1.1355 140.03

2004........... 2.7 6,095 123.32 1,104 130.38 1,439 .8923 113.01 5,760 138.22 1.0845 149.90

2005........... 4.1 5,760 138.22 1,036 139.55 1,212 1.2822 184.49 5,584 142.19 1.1016 156.64

2006........... 3.3 5,584 142.19 869 144.14 1,024 1.4995 220.25 5,429 149.03 1.0938 163.01

2007........... 2.3 5,429 149.03 887 164.38 1,016 1.0462 159.50 5,300 153.46 1.1072 169.91

2008........... 5.8 5,300 153.46 983 168.43 1,026 1.0465 169.92 5,257 159.28 1.1138 177.41

2009........... .0 5,257 159.28 1,061 170.37 965 1.1024 175.58 5,353 157.92 1.1367 179.50

2010-I........ ... 5,353 157.92 304 167.11 254 1.0000 157.92 5,403 158.44 1.0973 173.85

2010-II....... ... 5,403 158.44 304 168.72 254 1.0000 158.44 5,452 159.04 1.1062 175.93

2010-III ..... ... 5,452 159.04 304 170.33 254 1.0000 159.04 5,502 159.66 1.1111 177.40

2010-IV ..... .0 5,502 159.66 284 171.93 254 1.0000 159.66 5,532 160.29 1.1106 178.02

2011-I ........ ... 5,532 160.29 296 172.52 260 1.0000 160.29 5,568 160.94 1.0973 176.60

2011-II....... ... 5,568 160.94 296 173.11 260 1.0000 160.94 5,604 161.59 1.1062 178.75

2011-III ..... ... 5,604 161.59 296 173.70 260 1.0000 161.59 5,640 162.22 1.1111 180.24

2011-IV ..... 1.2 5,640 162.22 277 176.38 260 1.0000 164.18 5,657 164.77 1.1106 183.00

2012-I........ ... 5,657 164.77 294 176.92 265 1.0000 164.77 5,685 165.43 1.0973 181.53

2012-II....... ... 5,685 165.43 294 177.45 265 1.0000 165.43 5,714 166.05 1.1062 183.68

2012-III ..... ... 5,714 166.05 294 177.99 265 1.0000 166.05 5,742 166.69 1.1111 185.21

2012-IV ..... 2.4 5,742 166.69 275 182.80 265 1.0000 170.70 5,752 171.28 1.1106 190.23

2013-I........ ... 5,752 171.28 271 183.61 266 1.0000 171.28 5,756 171.89 1.0973 188.62

2013-II....... ... 5,756 171.89 271 184.42 266 1.0000 171.89 5,760 172.51 1.1062 190.83

2013-III ..... ... 5,760 172.51 271 185.22 266 1.0000 172.51 5,764 173.14 1.1111 192.37

2013-IV ..... 2.7 5,764 173.14 253 191.05 266 1.0000 177.83 5,751 178.41 1.1106 198.14

2014-I........ ... 5,751 178.41 262 191.80 266 1.0000 178.41 5,747 179.02 1.0973 196.44

2014-II....... ... 5,747 179.02 262 192.56 266 1.0000 179.02 5,744 179.61 1.1062 198.68

2014-III ..... ... 5,744 179.61 262 193.31 266 1.0000 179.61 5,740 180.23 1.1111 200.26

2014-IV ..... 2.8 5,740 180.23 246 199.50 266 1.0000 185.30 5,720 185.91 1.1106 206.47

2015-I........ ... 5,720 185.91 259 200.36 264 1.0000 185.91 5,715 186.56 1.0973 204.72

2015-II....... ... 5,715 186.56 259 201.22 264 1.0000 186.56 5,710 187.23 1.1062 207.11

2015-III ..... ... 5,710 187.23 259 202.07 264 1.0000 187.23 5,705 187.90 1.1111 208.78

2015-IV ..... 2.8 5,705 187.90 243 208.61 264 1.0000 193.18 5,683 193.87 1.1106 215.32

2016-I........ ... 5,683 193.87 259 209.57 263 1.0000 193.87 5,679 194.59 1.0973 213.52

2016-II....... ... 5,679 194.59 259 210.52 263 1.0000 194.59 5,676 195.28 1.1062 216.02

2016-III ..... ... 5,676 195.28 259 211.48 263 1.0000 195.28 5,672 196.02 1.1111 217.80

2016-IV ..... 2.8 5,672 196.02 243 218.38 263 1.0000 201.53 5,652 202.25 1.1106 224.62

2017-I........ ... 5,652 202.25 261 219.36 261 1.0000 202.25 5,652 203.04 1.0973 222.80

2017-II....... ... 5,652 203.04 261 220.33 261 1.0000 203.04 5,651 203.88 1.1062 225.53

2017-III ..... ... 5,651 203.88 261 221.31 261 1.0000 203.88 5,651 204.68 1.1111 227.42

2017-IV ..... 2.8 5,651 204.68 245 228.51 261 1.0000 210.43 5,634 211.25 1.1106 234.62

2018-I........ ... 5,634 211.25 265 229.49 261 1.0000 211.25 5,638 212.11 1.0973 232.75

2018-II....... ... 5,638 212.11 265 230.46 261 1.0000 212.11 5,642 212.97 1.1062 235.59

2018-III ..... ... 5,642 212.97 265 231.44 261 1.0000 212.97 5,647 213.80 1.1111 237.55

2018-IV ..... 2.8 5,647 213.80 248 238.92 261 1.0000 219.80 5,634 220.65 1.1106 245.05

2019-I........ ... 5,634 220.65 269 239.88 261 1.0000 220.65 5,642 221.56 1.0973 243.12

2019-II....... ... 5,642 221.56 269 240.83 261 1.0000 221.56 5,649 222.52 1.1062 246.15

2019-III ..... ... 5,649 222.52 269 241.79 261 1.0000 222.52 5,657 223.44 1.1111 248.26

2019-IV ..... 2.8 5,657 223.44 252 249.54 261 1.0000 229.71 5,648 230.59 1.1106 256.10

a This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. b Reliable data not available. c 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

202

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980 ........... 14.3 75,923 $109.01 32,603 $131.23 32,538 1.0512 $130.98 75,988 $124.69 1.0018 $124.92

1985 ........... 3.1 75,978 156.35 32,399 169.83 32,564 1.0420 167.96 75,813 162.00 1.0114 163.84

1986 ........... 1.3 75,813 162.00 32,061 171.39 32,246 1.0366 170.11 75,628 164.66 1.0111 166.48

1987 ........... 4.2 75,628 164.66 30,545 181.09 31,302 1.0527 180.62 74,871 172.19 1.0117 174.21

1988 ........... 4.0 74,871 172.19 28,322 189.53 30,538 1.0790 193.22 72,655 180.63 1.0127 182.92

1989 ........... 4.7 72,655 180.63 26,325 200.01 29,886 1.0799 204.24 69,094 190.86 1.0122 193.19

1990 ........... 5.4 69,094 190.86 25,154 211.02 28,631 1.1007 221.42 65,617 202.12 1.0129 204.73

1991 ........... 3.7 65,617 202.12 24,427 222.04 27,149 1.1278 236.39 62,895 211.05 1.0136 213.91

1992 ........... 3.0 62,895 211.05 25,369 227.22 26,672 1.1141 242.18 61,592 218.57 1.0141 221.65

1993 ........... 2.6 61,592 218.57 25,481 232.12 26,865 1.0594 237.57 60,208 224.70 1.0150 228.08

1994 ........... 2.8 60,208 224.70 24,220 247.57 25,946 1.0391 240.02 58,482 233.94 1.0141 237.25

1995 ........... 2.6 58,482 233.94 22,816 259.16 25,254 1.0430 250.35 56,044 243.24 1.0148 246.84

1996 ........... 2.9 56,044 243.24 21,746 264.35 23,848 1.0359 259.28 53,942 252.13 1.0150 255.91

1997 ........... 2.1 53,942 252.13 23,311 257.11 23,883 1.0216 262.97 53,370 254.89 1.0141 258.48

1998 ........... 1.3 53,370 254.89 22,676 260.46 23,074 1.0254 264.75 52,972 256.40 1.0140 259.99

1999 ........... a 2.5 52,972 256.40 22,530 268.79 23,176 1.0288 270.38 52,326 262.17 1.0123 265.40

2000 ........... 3.5 52,326 262.17 22,334 276.61 23,364 1.0241 277.87 51,296 271.02 1.0122 274.32

2001 ........... 2.6 51,296 271.02 21,871 287.19 22,448 1.0170 282.78 50,719 280.53 1.0118 283.84

2002 ........... 1.4 50,719 280.53 22,767 286.21 22,802 1.0177 289.50 50,684 285.06 1.0125 288.62

2003 ........... 2.1 50,684 285.06 24,194 295.58 20,771 1.0135 294.97 54,107 293.43 1.0120 296.95

2004 ........... 2.7 54,107 293.43 25,983 296.82 19,164 1.0406 313.60 60,926 297.90 1.0111 301.20

2005 ........... 4.1 60,926 297.90 28,544 304.57 20,244 1.0368 321.54 69,226 307.84 1.0102 310.97

2006 ........... 3.3 69,226 307.84 27,273 317.38 23,044 1.0739 341.50 73,455 317.93 1.0108 321.35

2007 ........... 2.3 73,455 317.93 28,291 323.01 25,011 .9894 321.81 76,735 326.03 1.0094 329.09

2008 ........... 5.8 76,735 326.03 30,722 340.97 26,877 .9854 339.92 80,580 345.82 1.0069 348.21

2009 ........... .0 80,580 345.82 35,226 341.05 30,622 .9896 342.22 85,184 345.72 1.0060 347.79

2010-I......... ... 85,184 345.72 10,007 345.72 7,909 1.0690 369.57 87,282 343.56 1.0112 347.41

2010-II ....... ... 87,282 343.56 10,007 344.51 8,093 .9670 332.22 89,196 344.69 1.0099 348.11

2010-III...... ... 89,196 344.69 10,007 343.31 8,261 .9890 340.90 90,942 344.89 1.0090 347.99

2010-IV...... .0 90,942 344.89 9,377 342.11 8,387 1.0330 356.27 91,932 343.56 1.0087 346.55

2011-I......... ... 91,932 343.56 9,973 342.84 8,500 1.0690 367.27 93,405 341.33 1.0112 345.15

2011-II ....... ... 93,405 341.33 9,973 343.57 8,629 .9670 330.07 94,749 342.59 1.0099 345.98

2011-III ...... ... 94,749 342.59 9,973 344.30 8,747 .9890 338.82 95,975 343.11 1.0090 346.20

2011-IV...... 1.2 95,975 343.11 9,345 349.17 8,827 1.0330 358.69 96,493 346.37 1.0087 349.39

2012-I......... ... 96,493 346.37 9,984 349.85 8,900 1.0690 370.27 97,576 344.55 1.0112 348.41

2012-II ....... ... 97,576 344.55 9,984 350.54 8,995 .9670 333.18 98,565 346.20 1.0099 349.62

2012-III...... ... 98,565 346.20 9,984 351.22 9,082 .9890 342.39 99,467 347.05 1.0090 350.17

2012-IV...... 2.4 99,467 347.05 9,355 360.35 9,134 1.0330 367.12 99,689 354.78 1.0087 357.87

2013-I......... ... 99,689 354.78 9,285 361.63 9,150 1.0690 379.26 99,824 353.17 1.0112 357.13

2013-II ....... ... 99,824 353.17 9,285 362.90 9,162 .9670 341.52 99,947 355.15 1.0099 358.66

2013-III...... ... 99,947 355.15 9,285 364.18 9,172 .9890 351.24 100,059 356.35 1.0090 359.55

2013-IV...... 2.7 100,059 356.35 8,700 375.32 9,157 1.0330 378.06 99,602 365.69 1.0087 368.87

2014-I......... ... 99,602 365.69 9,112 376.50 9,135 1.0690 390.92 99,580 364.36 1.0112 368.44

2014-II ....... ... 99,580 364.36 9,112 377.68 9,133 .9670 352.34 99,559 366.68 1.0099 370.31

2014-III...... ... 99,559 366.68 9,112 378.85 9,131 .9890 362.65 99,540 368.17 1.0090 371.48

2014-IV...... 2.8 99,540 368.17 8,538 390.67 9,104 1.0330 390.98 98,974 378.39 1.0087 381.68

2015-I......... ... 98,974 378.39 8,952 391.93 9,073 1.0690 404.50 98,853 377.22 1.0112 381.45

2015-II ....... ... 98,853 377.22 8,952 393.18 9,062 .9670 364.77 98,743 379.81 1.0099 383.57

2015-III...... ... 98,743 379.81 8,952 394.43 9,052 .9890 375.63 98,642 381.53 1.0090 384.96

2015-IV...... 2.8 98,642 381.53 8,388 406.77 9,019 1.0330 405.17 98,011 392.28 1.0087 395.69

2016-I......... ... 98,011 392.28 8,891 408.20 8,985 1.0690 419.35 97,917 391.24 1.0112 395.62

2016-II ....... ... 97,917 391.24 8,891 409.62 8,977 .9670 378.33 97,831 394.10 1.0099 398.00

2016-III...... ... 97,831 394.10 8,891 411.05 8,970 .9890 389.76 97,752 396.04 1.0090 399.60

2016-IV...... 2.8 97,752 396.04 8,331 424.03 8,938 1.0330 420.58 97,145 407.35 1.0087 410.90

2017-I......... ... 97,145 407.35 8,884 425.44 8,909 1.0690 435.46 97,119 406.43 1.0112 410.99

2017-II ....... ... 97,119 406.43 8,884 426.86 8,907 .9670 393.02 97,096 409.53 1.0099 413.59

2017-III...... ... 97,096 409.53 8,884 428.28 8,905 .9890 405.03 97,075 411.66 1.0090 415.37

2017-IV...... 2.8 97,075 411.66 8,324 441.73 8,879 1.0330 437.17 96,521 423.51 1.0087 427.20

2018-I......... ... 96,521 423.51 8,932 443.27 8,857 1.0690 452.74 96,596 422.66 1.0112 427.39

2018-II ....... ... 96,596 422.66 8,932 444.82 8,863 .9670 408.71 96,665 425.99 1.0099 430.20

2018-III...... ... 96,665 425.99 8,932 446.36 8,869 .9890 421.30 96,728 428.30 1.0090 432.15

2018-IV...... 2.8 96,728 428.30 8,369 460.45 8,850 1.0330 454.84 96,247 440.72 1.0087 444.56

2019-I......... ... 96,247 440.72 8,995 461.87 8,835 1.0690 471.13 96,407 439.91 1.0112 444.84

2019-II ....... ... 96,407 439.91 8,995 463.29 8,849 .9670 425.39 96,552 443.42 1.0099 447.81

2019-III...... ... 96,552 443.42 8,995 464.70 8,862 .9890 438.54 96,685 445.85 1.0090 449.86

2019-IV...... 2.8 96,685 445.85 8,428 479.17 8,849 1.0330 473.47 96,265 458.78 1.0087 462.77

a 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

203

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980........... 14.3 2,727 $85.39 968 $87.86 826 1.0164 $99.20 2,869 $94.02 0.9771 $91.87

1985........... 3.1 3,018 105.77 888 121.42 828 1.1449 124.85 3,078 108.36 .9454 102.44

1986........... 1.3 3,078 108.36 927 122.78 969 1.1378 124.90 3,036 108.95 .9295 101.27

1987........... 4.2 3,036 108.95 884 123.59 863 1.0765 122.21 3,057 114.27 .9527 108.86

1988........... 4.0 3,057 114.27 865 113.38 883 1.1146 132.46 3,039 114.82 .9194 105.57

1989........... 4.7 3,039 114.82 834 124.97 915 1.1296 135.79 2,958 118.64 .9455 112.18

1990........... 5.4 2,958 118.64 710 134.22 869 1.1208 140.16 2,799 125.17 .9434 118.09

1991........... 3.7 2,799 125.17 662 143.78 770 1.1671 151.49 2,691 130.40 .9725 126.82

1992........... 3.0 2,691 130.40 712 137.73 786 1.1464 153.98 2,617 132.49 1.0195 135.08

1993........... 2.6 2,617 132.49 802 139.41 718 1.0817 147.04 2,701 135.25 1.0348 139.96

1994........... 2.8 2,701 135.25 754 134.24 717 .9378 130.39 2,738 139.98 1.0378 145.27

1995........... 2.6 2,738 139.98 772 153.92 726 1.0065 144.55 2,784 146.23 1.0663 155.92

1996........... 2.9 2,784 146.23 760 169.67 693 1.0786 162.29 2,851 152.72 1.0669 162.94

1997........... 2.1 2,851 152.72 732 161.42 749 1.0300 160.61 2,834 156.11 1.0747 167.77

1998........... 1.3 2,834 156.11 753 174.83 723 1.0352 163.71 2,864 161.12 1.0601 170.81

1999........... a 2.5 2,864 161.12 824 179.03 701 1.0108 166.93 2,987 168.56 1.0589 178.48

2000........... 3.5 2,987 168.56 921 187.80 777 .9658 168.50 3,131 180.10 1.0448 188.16

2001........... 2.6 3,131 180.10 984 195.06 840 .9894 182.83 3,275 188.61 1.0456 197.21

2002........... 1.4 3,275 188.61 1,198 180.88 990 1.0314 197.26 3,483 187.01 1.0613 198.47

2003........... 2.1 3,483 187.01 1,235 197.09 925 1.0273 196.15 3,793 192.56 1.0807 208.10

2004........... 2.7 3,793 192.56 1,475 194.94 982 .9948 196.73 4,286 198.25 1.0709 212.30

2005........... 4.1 4,286 198.25 1,660 203.25 1,085 1.0058 207.57 4,861 206.89 1.0752 222.45

2006........... 3.3 4,861 206.89 1,581 223.35 1,137 1.0638 227.36 5,305 217.87 1.0692 232.95

2007........... 2.3 5,305 217.87 1,556 232.46 1,099 1.0465 233.24 5,762 223.77 1.0580 236.74

2008........... 5.8 5,762 223.77 1,780 247.75 1,329 .9656 228.60 6,213 242.04 1.0416 252.11

2009........... .0 6,213 242.04 2,081 251.99 1,441 .9506 230.09 6,853 247.87 1.0420 258.27

2010-I........ ... 6,853 247.87 609 262.12 384 1.0480 259.77 7,078 248.45 1.0578 262.81

2010-II....... ... 7,078 248.45 609 259.52 396 1.0000 248.45 7,292 249.34 1.0592 264.10

2010-III ..... ... 7,292 249.34 609 256.91 407 .9570 238.62 7,494 250.54 1.0593 265.40

2010-IV ..... .0 7,494 250.54 571 254.31 417 .9820 246.03 7,647 251.10 1.0572 265.46

2011-I ........ ... 7,647 251.10 596 255.18 426 1.0480 263.15 7,817 250.75 1.0578 265.25

2011-II....... ... 7,817 250.75 596 256.06 435 1.0000 250.75 7,978 251.15 1.0592 266.02

2011-III ..... ... 7,978 251.15 596 256.93 444 .9570 240.35 8,130 252.16 1.0593 267.12

2011-IV ..... 1.2 8,130 252.16 558 260.89 451 .9820 250.60 8,238 255.80 1.0572 270.43

2012-I........ ... 8,238 255.80 601 261.68 458 1.0480 268.08 8,381 255.55 1.0578 270.32

2012-II....... ... 8,381 255.55 601 262.47 465 1.0000 255.55 8,517 256.04 1.0592 271.20

2012-III ..... ... 8,517 256.04 601 263.26 473 .9570 245.03 8,645 257.15 1.0593 272.39

2012-IV ..... 2.4 8,645 257.15 563 270.39 478 .9820 258.59 8,730 264.05 1.0572 279.15

2013-I........ ... 8,730 264.05 563 271.58 483 1.0480 276.72 8,810 263.83 1.0578 279.08

2013-II....... ... 8,810 263.83 563 272.77 487 1.0000 263.83 8,885 264.43 1.0592 280.08

2013-III ..... ... 8,885 264.43 563 273.97 491 .9570 253.06 8,957 265.65 1.0593 281.41

2013-IV ..... 2.7 8,957 265.65 527 282.59 494 .9820 267.93 8,990 273.68 1.0572 289.34

2014-I........ ... 8,990 273.68 554 283.70 497 1.0480 286.82 9,047 273.57 1.0578 289.39

2014-II....... ... 9,047 273.57 554 284.82 500 1.0000 273.57 9,102 274.23 1.0592 290.46

2014-III ..... ... 9,102 274.23 554 285.93 503 .9570 262.44 9,153 275.58 1.0593 291.93

2014-IV ..... 2.8 9,153 275.58 519 295.09 505 .9820 278.22 9,168 284.23 1.0572 300.49

2015-I........ ... 9,168 284.23 546 296.36 506 1.0480 297.88 9,208 284.20 1.0578 300.63

2015-II....... ... 9,208 284.20 546 297.62 508 1.0000 284.20 9,246 285.00 1.0592 301.87

2015-III ..... ... 9,246 285.00 546 298.89 510 .9570 272.74 9,281 286.52 1.0593 303.51

2015-IV ..... 2.8 9,281 286.52 511 308.57 511 .9820 289.25 9,282 295.59 1.0572 312.50

2016-I........ ... 9,282 295.59 543 309.98 512 1.0480 309.78 9,313 295.65 1.0578 312.74

2016-II....... ... 9,313 295.65 543 311.39 514 1.0000 295.65 9,342 296.56 1.0592 314.12

2016-III ..... ... 9,342 296.56 543 312.80 515 .9570 283.81 9,371 298.17 1.0593 315.85

2016-IV ..... 2.8 9,371 298.17 509 323.01 516 .9820 301.02 9,364 307.74 1.0572 325.34

2017-I........ ... 9,364 307.74 544 324.45 516 1.0480 322.51 9,391 307.93 1.0578 325.72

2017-II....... ... 9,391 307.93 544 325.90 518 1.0000 307.93 9,418 308.93 1.0592 327.22

2017-III ..... ... 9,418 308.93 544 327.35 519 .9570 295.65 9,443 310.72 1.0593 329.15

2017-IV ..... 2.8 9,443 310.72 510 338.00 520 .9820 313.69 9,433 320.76 1.0572 339.11

2018-I........ ... 9,433 320.76 549 339.44 520 1.0480 336.16 9,461 321.03 1.0578 339.59

2018-II....... ... 9,461 321.03 549 340.89 522 1.0000 321.03 9,488 322.18 1.0592 341.25

2018-III ..... ... 9,488 322.18 549 342.33 523 .9570 308.33 9,513 324.14 1.0593 343.36

2018-IV ..... 2.8 9,513 324.14 514 353.40 524 .9820 327.23 9,504 334.62 1.0572 353.76

2019-I........ ... 9,504 334.62 554 354.81 524 1.0480 350.68 9,534 334.91 1.0578 354.27

2019-II....... ... 9,534 334.91 554 356.22 526 1.0000 334.91 9,562 336.14 1.0592 356.04

2019-III ..... ... 9,562 336.14 554 357.63 527 .9570 321.69 9,589 338.18 1.0593 358.23

2019-IV ..... 2.8 9,589 338.18 519 369.10 528 .9820 341.41 9,581 349.13 1.0572 369.11

a 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

204

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980 ........... 14.3 494,216 $95.88 108,500 $113.48 123,083 1.0159 $111.33 479,633 $110.02 1.0041 $110.48

1985 ........... 3.1 325,326 128.14 83,473 126.70 80,839 1.0449 138.05 327,960 129.42 1.0301 133.32

1986 ........... 1.3 327,960 129.42 82,398 127.02 86,478 1.0596 138.92 323,880 128.02 1.0255 131.28

1987 ........... 4.2 323,880 128.02 76,468 133.52 84,973 1.0786 143.88 315,375 130.87 1.0300 134.80

1988 ........... 4.0 315,375 130.87 73,380 136.83 88,007 1.0096 137.41 300,748 134.25 1.0334 138.74

1989 ........... 4.7 300,748 134.25 68,690 143.80 71,698 1.1568 162.60 297,740 138.93 1.0381 144.22

1990 ........... 5.4 297,740 138.93 69,130 148.82 74,038 1.0953 160.39 292,832 144.20 1.0401 149.98

1991 ........... 3.7 292,832 144.20 72,358 151.82 72,079 1.1072 165.57 293,111 147.05 1.0428 153.35

1992 ........... 3.0 293,111 147.05 77,844 151.71 70,610 1.1279 170.83 300,345 148.23 1.0493 155.54

1993 ........... 2.6 300,345 148.23 69,984 159.10 68,122 1.1868 180.50 302,207 148.95 1.0514 156.61

1994 ........... 2.8 302,207 148.95 65,898 167.47 67,097 1.1659 178.53 301,008 151.84 1.0549 160.18

1995 ........... 2.6 301,008 151.84 60,584 177.17 67,335 1.1676 181.91 294,257 155.33 1.0565 164.11

1996 ........... 2.9 294,257 155.33 53,361 186.49 63,362 1.1713 187.22 284,256 160.72 1.0697 171.92

1997 ........... 2.1 284,256 160.72 48,819 193.91 64,220 1.1514 188.95 268,855 165.04 1.0737 177.20

1998 ........... 1.3 268,855 165.04 47,946 198.19 62,325 1.1009 184.06 254,476 168.15 1.0843 182.33

1999 ........... a 2.5 254,476 168.15 45,003 208.54 58,140 1.1706 201.75 241,339 173.06 1.0942 189.37

2000 ........... 3.5 241,339 173.06 43,731 219.54 56,700 1.1528 206.48 228,370 180.66 1.0987 198.49

2001 ........... 2.6 228,370 180.66 42,661 228.98 53,811 1.1406 211.41 217,220 187.96 1.1023 207.19

2002 ........... 1.4 217,220 187.96 45,586 227.49 53,937 1.1697 222.95 208,869 192.84 1.1020 212.51

2003 ........... 2.1 208,869 192.84 47,170 236.73 50,048 1.1508 226.57 205,991 200.92 1.1022 221.46

2004 ........... 2.7 205,991 200.92 47,546 243.75 48,144 1.0716 221.12 205,393 214.27 1.0808 231.58

2005 ........... 4.1 205,393 214.27 49,203 253.54 47,315 1.1252 250.97 207,281 227.03 1.0805 245.31

2006 ........... 3.3 207,281 227.03 45,687 264.35 48,278 1.1811 277.00 204,690 237.92 1.0802 256.99

2007 ........... 2.3 204,690 237.92 46,196 276.78 48,881 1.0795 262.75 202,005 246.85 1.0794 266.45

2008 ........... 5.8 202,005 246.85 49,417 292.71 49,998 1.0690 279.19 201,424 264.54 1.0790 285.45

2009 ........... .0 201,424 264.54 55,401 295.43 52,667 1.0893 288.16 204,158 267.17 1.0748 287.15

2010-I......... ... 204,158 267.17 15,878 297.74 13,443 1.2003 320.69 206,593 266.03 1.0738 285.66

2010-II ....... ... 206,593 266.03 15,878 297.08 13,639 1.0639 283.03 208,831 267.29 1.0746 287.23

2010-III...... ... 208,831 267.29 15,878 296.41 13,818 1.0793 288.48 210,891 268.09 1.0758 288.40

2010-IV...... .0 210,891 268.09 14,878 295.75 13,954 1.1006 295.06 211,814 268.26 1.0742 288.16

2011-I......... ... 211,814 268.26 15,697 297.05 14,048 1.1965 320.98 213,464 266.90 1.0725 286.25

2011-II ....... ... 213,464 266.90 15,697 297.70 14,186 1.0619 283.42 214,975 268.06 1.0733 287.71

2011-III ...... ... 214,975 268.06 15,697 298.35 14,313 1.0775 288.84 216,359 268.88 1.0745 288.91

2011-IV...... 1.2 216,359 268.88 14,708 302.57 14,400 1.1000 299.31 216,668 272.38 1.0731 292.28

2012-I......... ... 216,668 272.38 15,673 303.43 14,457 1.1936 325.10 217,883 271.11 1.0716 290.53

2012-II ....... ... 217,883 271.11 15,673 304.04 14,560 1.0603 287.47 218,996 272.38 1.0725 292.12

2012-III...... ... 218,996 272.38 15,673 304.65 14,654 1.0763 293.17 220,016 273.30 1.0737 293.44

2012-IV...... 2.4 220,016 273.30 14,686 312.55 14,711 1.0997 307.74 219,990 280.19 1.0724 300.47

2013-I......... ... 219,990 280.19 14,535 313.97 14,668 1.1922 334.03 219,856 278.83 1.0711 298.66

2013-II ....... ... 219,856 278.83 14,535 315.09 14,684 1.0599 295.52 219,706 280.11 1.0721 300.31

2013-III...... ... 219,706 280.11 14,535 316.21 14,699 1.0757 301.31 219,542 281.08 1.0734 301.72

2013-IV...... 2.7 219,542 281.08 13,619 325.86 14,686 1.0993 317.34 218,474 289.08 1.0722 309.97

2014-I......... ... 218,474 289.08 14,214 327.23 14,573 1.1919 344.55 218,115 287.86 1.0711 308.32

2014-II ....... ... 218,115 287.86 14,214 328.26 14,574 1.0601 305.15 217,754 289.34 1.0721 310.19

2014-III...... ... 217,754 289.34 14,214 329.30 14,576 1.0759 311.32 217,392 290.48 1.0734 311.80

2014-IV...... 2.8 217,392 290.48 13,318 339.60 14,551 1.0998 328.42 216,160 299.15 1.0722 320.76

2015-I......... ... 216,160 299.15 13,994 340.51 14,431 1.1916 356.48 215,723 298.00 1.0711 319.20

2015-II ....... ... 215,723 298.00 13,994 341.61 14,423 1.0602 315.94 215,295 299.63 1.0721 321.24

2015-III...... ... 215,295 299.63 13,994 342.72 14,415 1.0762 322.47 214,874 300.91 1.0735 323.01

2015-IV...... 2.8 214,874 300.91 13,113 353.45 14,382 1.1005 340.41 213,605 309.96 1.0723 332.38

2016-I......... ... 213,605 309.96 13,930 354.47 14,271 1.1917 369.38 213,264 308.89 1.0713 330.90

2016-II ....... ... 213,264 308.89 13,930 355.72 14,264 1.0607 327.65 212,929 310.70 1.0723 333.15

2016-III...... ... 212,929 310.70 13,930 356.98 14,258 1.0769 334.58 212,601 312.13 1.0736 335.10

2016-IV...... 2.8 212,601 312.13 13,052 368.29 14,228 1.1012 353.36 211,425 321.63 1.0725 344.94

2017-I......... ... 211,425 321.63 13,956 369.26 14,136 1.1919 383.34 211,246 320.65 1.0714 343.55

2017-II ....... ... 211,246 320.65 13,956 370.51 14,135 1.0612 340.26 211,067 322.63 1.0724 345.99

2017-III...... ... 211,067 322.63 13,956 371.76 14,134 1.0774 347.59 210,889 324.21 1.0737 348.11

2017-IV...... 2.8 210,889 324.21 13,077 383.45 14,108 1.1022 367.34 209,858 334.14 1.0726 358.40

2018-I......... ... 209,858 334.14 14,073 384.51 14,043 1.1921 398.34 209,888 333.22 1.0716 357.07

2018-II ....... ... 209,888 333.22 14,073 385.87 14,051 1.0616 353.74 209,910 335.38 1.0725 359.70

2018-III...... ... 209,910 335.38 14,073 387.22 14,059 1.0778 361.47 209,924 337.11 1.0738 362.00

2018-IV...... 2.8 209,924 337.11 13,187 399.41 14,040 1.1029 382.20 209,071 347.50 1.0727 372.77

2019-I......... ... 209,071 347.50 14,213 400.34 14,000 1.1923 414.33 209,283 346.62 1.0717 371.47

2019-II ....... ... 209,283 346.62 14,213 401.59 14,016 1.0619 368.09 209,480 348.92 1.0727 374.26

2019-III...... ... 209,480 348.92 14,213 402.84 14,030 1.0783 376.25 209,663 350.74 1.0739 376.68

2019-IV...... 2.8 209,663 350.74 13,317 415.42 14,018 1.1036 397.91 208,963 361.57 1.0728 387.89

a 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

205

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980........... 14.3 1,254,879 $89.92 233,058 $101.06 287,375 0.9254 $95.12 1,200,562 $104.33 1.0026 $104.60

1985........... 3.1 904,091 131.40 190,167 111.51 149,059 .9194 124.56 945,199 132.70 1.0463 138.85

1986........... 1.3 945,199 132.70 197,952 113.08 164,905 .9642 129.62 978,246 131.13 1.0554 138.39

1987........... 4.2 978,246 131.13 192,894 116.73 183,878 .9378 128.13 987,262 134.35 1.0642 142.97

1988........... 4.0 987,262 134.35 196,564 118.04 196,230 .9588 133.97 987,596 137.14 1.0693 146.65

1989........... 4.7 987,596 137.14 198,379 125.38 196,174 .9133 131.14 989,801 141.69 1.0723 151.94

1990........... 5.4 989,801 141.69 217,668 131.67 183,394 .9272 138.47 1,024,075 147.54 1.0764 158.81

1991........... 3.7 1,024,075 147.54 249,477 135.16 180,456 .9410 143.97 1,093,096 150.58 1.0804 162.69

1992........... 3.0 1,093,096 150.58 305,414 135.25 186,208 .9572 148.45 1,212,302 151.77 1.0880 165.12

1993........... 2.6 1,212,302 151.77 316,277 138.24 202,339 .9327 145.24 1,326,240 153.25 1.0945 167.73

1994........... 2.8 1,326,240 153.25 325,827 144.33 219,888 .9157 144.26 1,432,179 156.70 1.0989 172.20

1995........... 2.6 1,432,179 156.70 314,328 154.08 244,551 .9183 147.63 1,501,956 161.64 1.1007 177.92

1996........... 2.9 1,501,956 161.64 310,220 164.08 252,839 .8405 139.79 1,559,337 170.29 1.1024 187.72

1997........... 2.1 1,559,337 170.29 277,299 172.53 300,759 .8953 155.66 1,535,877 177.27 1.1011 195.19

1998........... 1.3 1,535,877 177.27 279,063 179.10 261,875 .8940 160.53 1,553,065 182.78 1.1020 201.42

1999........... a 2.5 1,553,065 182.78 283,531 185.48 264,623 .9141 171.26 1,571,973 189.75 1.1041 209.51

2000........... 3.5 1,571,973 189.75 271,558 198.25 273,861 .9102 178.75 1,569,670 199.57 1.1062 220.77

2001........... 2.6 1,569,670 199.57 283,800 204.75 268,527 .9211 188.60 1,584,943 208.18 1.1083 230.72

2002........... 1.4 1,584,943 208.18 319,879 203.00 277,531 .9499 200.51 1,627,291 213.85 1.1101 237.40

2003........... 2.1 1,627,291 213.85 329,532 208.05 277,065 .9537 208.24 1,679,758 220.60 1.1147 245.90

2004........... 2.7 1,679,758 220.60 325,117 215.66 292,795 .9397 212.90 1,712,080 229.29 1.1194 256.67

2005........... 4.1 1,712,080 229.29 351,718 214.46 302,445 .9370 223.66 1,761,353 239.78 1.1271 270.25

2006........... 3.3 1,761,353 239.78 325,926 204.03 298,660 .9891 244.99 1,788,619 248.19 1.1332 281.26

2007........... 2.3 1,788,619 248.19 321,966 241.92 303,640 .9668 245.48 1,806,945 253.68 1.1396 289.10

2008........... 5.8 1,806,945 253.68 348,430 254.74 316,842 .9721 260.91 1,838,533 267.57 1.1460 306.64

2009........... .0 1,838,533 267.57 380,907 255.56 318,512 .9775 261.54 1,900,928 266.67 1.1507 306.85

2010-I........ ... 1,900,928 266.67 108,085 254.98 82,581 1.0580 282.14 1,926,432 265.35 1.1348 301.12

2010-II....... ... 1,926,432 265.35 108,085 255.52 82,581 .8990 238.55 1,951,937 265.94 1.1371 302.40

2010-III ..... ... 1,951,937 265.94 108,085 256.05 82,581 .9200 244.67 1,977,441 266.29 1.1393 303.38

2010-IV ..... .0 1,977,441 266.29 101,277 256.58 82,581 1.0130 269.75 1,996,137 265.65 1.1393 302.66

2011-I ........ ... 1,996,137 265.65 104,944 257.18 84,627 1.0580 281.06 2,016,453 264.57 1.1348 300.23

2011-II....... ... 2,016,453 264.57 104,944 257.78 84,627 .8990 237.84 2,036,769 265.33 1.1371 301.70

2011-III ..... ... 2,036,769 265.33 104,944 258.37 84,627 .9200 244.10 2,057,085 265.84 1.1393 302.88

2011-IV ..... 1.2 2,057,085 265.84 98,333 262.08 84,627 1.0130 272.54 2,070,791 268.57 1.1393 305.98

2012-I........ ... 2,070,791 268.57 103,789 262.64 86,133 1.0580 284.15 2,088,447 267.63 1.1348 303.71

2012-II....... ... 2,088,447 267.63 103,789 263.19 86,133 .8990 240.60 2,106,104 268.52 1.1371 305.33

2012-III ..... ... 2,106,104 268.52 103,789 263.75 86,133 .9200 247.04 2,123,760 269.16 1.1393 306.65

2012-IV ..... 2.4 2,123,760 269.16 97,251 270.65 86,133 1.0130 279.21 2,134,879 275.26 1.1393 313.60

2013-I........ ... 2,134,879 275.26 95,489 271.64 86,369 1.0580 291.22 2,143,999 274.45 1.1348 311.45

2013-II....... ... 2,143,999 274.45 95,489 272.64 86,369 .8990 246.73 2,153,120 275.49 1.1371 313.25

2013-III ..... ... 2,153,120 275.49 95,489 273.63 86,369 .9200 253.45 2,162,240 276.28 1.1393 314.77

2013-IV ..... 2.7 2,162,240 276.28 89,474 282.04 86,369 1.0130 287.45 2,165,345 283.54 1.1393 323.04

2014-I........ ... 2,165,345 283.54 92,673 282.96 87,286 1.0580 299.99 2,170,731 282.86 1.1348 320.98

2014-II....... ... 2,170,731 282.86 92,673 283.88 87,286 .8990 254.29 2,176,118 284.05 1.1371 322.99

2014-III ..... ... 2,176,118 284.05 92,673 284.80 87,286 .9200 261.32 2,181,504 284.99 1.1393 324.69

2014-IV ..... 2.8 2,181,504 284.99 86,835 293.72 87,286 1.0130 296.79 2,181,053 292.86 1.1393 333.65

2015-I........ ... 2,181,053 292.86 91,722 294.71 87,930 1.0580 309.85 2,184,845 292.25 1.1348 331.65

2015-II....... ... 2,184,845 292.25 91,722 295.70 87,930 .8990 262.74 2,188,636 293.58 1.1371 333.83

2015-III ..... ... 2,188,636 293.58 91,722 296.69 87,930 .9200 270.10 2,192,428 294.66 1.1393 335.70

2015-IV ..... 2.8 2,192,428 294.66 85,944 306.02 87,930 1.0130 306.86 2,190,442 302.89 1.1393 345.08

2016-I........ ... 2,190,442 302.89 91,789 307.14 88,767 1.0580 320.45 2,193,464 302.35 1.1348 343.11

2016-II....... ... 2,193,464 302.35 91,789 308.27 88,767 .8990 271.82 2,196,486 303.84 1.1371 345.49

2016-III ..... ... 2,196,486 303.84 91,789 309.39 88,767 .9200 279.53 2,199,509 305.05 1.1393 347.54

2016-IV ..... 2.8 2,199,509 305.05 86,007 319.21 88,767 1.0130 317.68 2,196,749 313.66 1.1393 357.35

2017-I........ ... 2,196,749 313.66 92,369 320.33 89,284 1.0580 331.85 2,199,834 313.20 1.1348 355.42

2017-II....... ... 2,199,834 313.20 92,369 321.45 89,284 .8990 281.57 2,202,918 314.83 1.1371 357.99

2017-III ..... ... 2,202,918 314.83 92,369 322.58 89,284 .9200 289.64 2,206,003 316.17 1.1393 360.22

2017-IV ..... 2.8 2,206,003 316.17 86,550 332.76 89,284 1.0130 329.27 2,203,269 325.18 1.1393 370.47

2018-I........ ... 2,203,269 325.18 93,541 333.97 90,185 1.0580 344.04 2,206,624 324.78 1.1348 368.56

2018-II....... ... 2,206,624 324.78 93,541 335.17 90,185 .8990 291.98 2,209,980 326.56 1.1371 371.33

2018-III ..... ... 2,209,980 326.56 93,541 336.38 90,185 .9200 300.43 2,213,335 328.04 1.1393 373.73

2018-IV ..... 2.8 2,213,335 328.04 87,648 347.03 90,185 1.0130 341.62 2,210,798 337.45 1.1393 384.45

2019-I........ ... 2,210,798 337.45 95,014 348.15 90,058 1.0580 357.02 2,215,754 337.11 1.1348 382.55

2019-II....... ... 2,215,754 337.11 95,014 349.27 90,058 .8990 303.06 2,220,711 339.01 1.1371 385.49

2019-III ..... ... 2,220,711 339.01 95,014 350.38 90,058 .9200 311.89 2,225,667 340.59 1.1393 388.04

2019-IV ..... 2.8 2,225,667 340.59 89,029 361.34 90,058 1.0130 354.70 2,224,638 350.41 1.1393 399.22

a 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

206

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980 ........... 14.3 32,852 $117.28 6,220 $129.16 5,504 0.8929 $119.69 33,568 $135.57 1.0034 $136.03

1985 ........... 3.1 40,387 169.08 6,631 162.88 6,138 .6869 119.73 40,880 172.08 1.0679 183.77

1986 ........... 1.3 40,880 172.08 6,908 165.66 3,925 1.1642 202.93 43,863 171.41 1.0894 186.73

1987 ........... 4.2 43,863 171.41 6,593 163.52 4,046 1.2147 216.96 46,410 176.52 1.1089 195.74

1988 ........... 4.0 46,410 176.52 6,489 162.34 5,855 .8127 149.20 47,044 182.71 1.1218 204.96

1989 ........... 4.7 47,044 182.71 6,228 180.75 3,518 1.2939 247.52 49,754 192.51 1.1334 218.20

1990 ........... 5.4 49,754 192.51 6,469 190.45 4,615 1.0250 207.97 51,608 203.45 1.1373 231.38

1991 ........... 3.7 51,608 203.45 7,527 198.66 5,387 .9365 197.58 53,748 210.74 1.1429 240.86

1992 ........... 3.0 53,748 210.74 9,530 198.21 11,549 .4328 93.94 51,729 214.21 1.1522 246.82

1993 ........... 2.6 51,729 214.21 10,221 202.30 5,457 .9524 209.31 56,493 217.75 1.1634 253.34

1994 ........... 2.8 56,493 217.75 9,736 211.54 5,820 .9201 205.96 60,409 223.74 1.1686 261.47

1995 ........... 2.6 60,409 223.74 9,743 218.89 6,302 .9042 207.57 63,850 230.20 1.1734 270.12

1996 ........... 2.9 63,850 230.20 9,320 231.64 6,253 .8653 204.97 66,917 239.25 1.1772 281.65

1997 ........... 2.1 66,917 239.25 8,454 240.74 7,396 .8875 216.80 67,975 246.88 1.1835 292.18

1998 ........... 1.3 67,975 246.88 9,072 250.55 6,651 .8799 220.05 70,396 253.08 1.1863 300.24

1999 ........... a 2.5 70,396 253.08 9,767 252.50 7,529 .9086 235.70 72,634 261.23 1.1893 310.68

2000 ........... 3.5 72,634 261.23 9,401 255.71 2,786 2.6398 713.73 79,249 272.82 1.1934 325.58

2001 ........... 2.6 79,249 272.82 9,520 275.69 7,270 .9608 268.95 81,499 283.66 1.1981 339.85

2002 ........... 1.4 81,499 283.66 11,070 271.38 8,779 .9055 260.44 83,790 289.85 1.2042 349.05

2003 ........... 2.1 83,790 289.85 12,290 272.46 13,650 .5295 156.71 82,430 297.48 1.2133 360.92

2004 ........... 2.7 82,430 297.48 12,242 271.26 7,358 .9692 296.09 87,314 305.97 1.2293 376.12

2005 ........... 4.1 87,314 305.97 13,671 275.33 6,880 .9331 297.20 94,105 317.72 1.2425 394.76

2006 ........... 3.3 94,105 317.72 12,831 258.13 6,512 1.0830 355.46 100,424 326.01 1.2586 410.31

2007 ........... 2.3 100,424 326.01 15,966 301.99 6,787 1.0423 347.61 109,603 328.04 1.2803 419.98

2008 ........... 5.8 109,603 328.04 19,259 306.84 7,136 .8862 307.56 121,726 343.80 1.2846 441.66

2009 ........... .0 121,726 343.80 18,094 324.53 7,949 1.0202 350.75 131,871 341.57 1.2952 442.41

2010-I......... ... 131,871 341.57 5,719 328.26 1,962 .8000 273.26 135,628 342.00 1.2622 431.67

2010-II ....... ... 135,628 342.00 5,719 327.45 1,962 .9000 307.80 139,385 341.88 1.2654 432.62

2010-III...... ... 139,385 341.88 5,719 326.64 1,962 .9000 307.69 143,142 341.74 1.2671 433.02

2010-IV...... .0 143,142 341.74 5,358 325.84 1,962 1.1000 375.92 146,539 340.70 1.2722 433.44

2011-I......... ... 146,539 340.70 5,704 326.59 2,204 .8000 272.56 150,039 341.16 1.2622 430.62

2011-II ....... ... 150,039 341.16 5,704 327.35 2,204 .9000 307.05 153,540 341.14 1.2654 431.68

2011-III ...... ... 153,540 341.14 5,704 328.11 2,204 .9000 307.03 157,040 341.14 1.2671 432.26

2011-IV...... 1.2 157,040 341.14 5,345 332.82 2,204 1.1000 379.77 160,181 344.36 1.2722 438.09

2012-I......... ... 160,181 344.36 5,733 333.52 2,514 .8000 275.48 163,400 345.04 1.2622 435.50

2012-II ....... ... 163,400 345.04 5,733 334.23 2,514 .9000 310.53 166,619 345.18 1.2654 436.80

2012-III...... ... 166,619 345.18 5,733 334.94 2,514 .9000 310.67 169,838 345.35 1.2671 437.59

2012-IV...... 2.4 169,838 345.35 5,372 343.70 2,514 1.1000 389.02 172,696 352.83 1.2722 448.87

2013-I......... ... 172,696 352.83 5,288 344.96 2,944 .8000 282.26 175,040 353.78 1.2622 446.54

2013-II ....... ... 175,040 353.78 5,288 346.22 2,944 .9000 318.40 177,384 354.14 1.2654 448.13

2013-III...... ... 177,384 354.14 5,288 347.49 2,944 .9000 318.72 179,728 354.52 1.2671 449.22

2013-IV...... 2.7 179,728 354.52 4,955 358.17 2,944 1.1000 400.52 181,739 363.36 1.2722 462.27

2014-I......... ... 181,739 363.36 5,097 359.33 3,285 .8000 290.69 183,551 364.55 1.2622 460.13

2014-II ....... ... 183,551 364.55 5,097 360.50 3,285 .9000 328.09 185,363 365.08 1.2654 461.98

2014-III...... ... 185,363 365.08 5,097 361.67 3,285 .9000 328.57 187,175 365.63 1.2671 463.29

2014-IV...... 2.8 187,175 365.63 4,776 372.99 3,285 1.1000 413.47 188,666 375.16 1.2722 477.28

2015-I......... ... 188,666 375.16 5,004 374.25 3,546 .8000 300.13 190,124 376.53 1.2622 475.26

2015-II ....... ... 190,124 376.53 5,004 375.51 3,546 .9000 338.88 191,583 377.20 1.2654 477.31

2015-III...... ... 191,583 377.20 5,004 376.77 3,546 .9000 339.48 193,041 377.88 1.2671 478.82

2015-IV...... 2.8 193,041 377.88 4,689 388.62 3,546 1.1000 427.33 194,184 387.77 1.2722 493.33

2016-I......... ... 194,184 387.77 4,971 390.04 3,748 .8000 310.22 195,408 389.32 1.2622 491.40

2016-II ....... ... 195,408 389.32 4,971 391.47 3,748 .9000 350.39 196,632 390.11 1.2654 493.65

2016-III...... ... 196,632 390.11 4,971 392.90 3,748 .9000 351.10 197,855 390.92 1.2671 495.34

2016-IV...... 2.8 197,855 390.92 4,658 405.37 3,748 1.1000 442.07 198,766 401.21 1.2722 510.41

2017-I......... ... 198,766 401.21 4,977 406.79 3,910 .8000 320.96 199,834 402.91 1.2622 508.56

2017-II ....... ... 199,834 402.91 4,977 408.22 3,910 .9000 362.62 200,901 403.83 1.2654 511.00

2017-III...... ... 200,901 403.83 4,977 409.64 3,910 .9000 363.45 201,969 404.75 1.2671 512.86

2017-IV...... 2.8 201,969 404.75 4,664 422.58 3,910 1.1000 457.71 202,723 415.45 1.2722 528.53

2018-I......... ... 202,723 415.45 5,026 424.11 4,043 .8000 332.36 203,707 417.31 1.2622 526.73

2018-II ....... ... 203,707 417.31 5,026 425.64 4,043 .9000 375.58 204,690 418.34 1.2654 529.36

2018-III...... ... 204,690 418.34 5,026 427.16 4,043 .9000 376.50 205,674 419.37 1.2671 531.39

2018-IV...... 2.8 205,674 419.37 4,710 440.70 4,043 1.1000 474.25 206,341 430.51 1.2722 547.69

2019-I......... ... 206,341 430.51 5,088 442.12 4,165 .8000 344.40 207,264 432.52 1.2622 545.93

2019-II ....... ... 207,264 432.52 5,088 443.54 4,165 .9000 389.27 208,188 433.65 1.2654 548.75

2019-III...... ... 208,188 433.65 5,088 444.96 4,165 .9000 390.29 209,111 434.79 1.2671 550.93

2019-IV...... 2.8 209,111 434.79 4,768 458.87 4,165 1.1000 491.68 209,714 446.37 1.2722 567.87

a 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

207

Sources: See sources at end of table III.D1.

Note: Future estimates based on 2010 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 1980-2009, and calendar quarters 2010-19)

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

1980........... 14.3 180,142 $127.85 145,930 $140.44 145,121 0.9303 $135.95 180,951 $150.04 1.0159 $152.43

1985........... 3.1 40,616 140.89 53,962 188.76 67,818 1.1627 168.89 26,760 186.90 1.0535 196.90

1986........... 1.3 26,760 186.90 51,135 193.10 52,225 1.0593 200.56 25,670 186.69 1.0812 201.84

1987........... 4.2 25,670 186.69 52,713 201.40 52,111 1.0737 208.87 26,272 195.94 1.0891 213.40

1988........... 4.0 26,272 195.94 59,878 213.17 55,472 1.0558 215.15 30,678 209.38 1.0888 227.98

1989........... 4.7 30,678 209.38 55,203 225.79 55,575 1.0632 233.07 30,306 220.53 1.0910 240.59

1990........... 5.4 30,306 220.53 56,977 231.50 57,100 1.0393 241.57 30,183 226.54 1.1036 250.00

1991........... 3.7 30,183 226.54 60,153 236.04 56,171 1.0537 247.54 34,165 231.37 1.0945 253.23

1992........... 3.0 34,165 231.37 65,908 237.42 63,118 .9989 238.05 36,955 235.32 1.1132 261.96

1993........... 2.6 36,955 235.32 70,870 242.40 68,703 1.0132 244.61 39,122 238.91 1.1131 265.94

1994........... 2.8 39,122 238.91 74,082 248.34 72,641 1.0148 249.24 40,563 245.80 1.1138 273.77

1995........... 2.6 40,563 245.80 75,625 259.23 74,494 1.0283 259.32 41,694 254.10 1.1182 284.13

1996........... 2.9 41,694 254.10 76,520 270.49 74,271 1.0245 267.86 43,943 267.90 1.1010 294.96

1997........... 2.1 43,943 267.90 75,832 279.19 76,974 1.0183 278.52 42,801 275.89 1.1100 306.25

1998........... 1.3 42,801 275.89 82,360 285.92 80,072 1.0215 285.49 45,089 281.88 1.1106 313.06

1999........... a 2.5 45,089 281.88 83,822 295.58 83,530 1.0276 296.89 45,381 291.14 1.0983 319.75

2000........... 3.5 45,381 291.14 81,065 312.61 83,967 1.0046 302.71 42,479 303.36 1.1076 336.01

2001........... 2.6 42,479 303.36 80,328 327.45 79,198 1.0894 339.09 43,609 313.82 1.0945 343.48

2002........... 1.4 43,609 313.82 88,831 327.69 85,425 1.1419 363.37 47,015 320.32 1.0929 350.09

2003........... 2.1 47,015 320.32 93,131 338.07 86,494 1.1884 388.66 53,652 328.93 1.0918 359.14

2004........... 2.7 53,652 328.93 96,340 350.11 98,455 1.1351 383.46 51,537 353.23 1.0418 367.98

2005........... 4.1 51,537 353.23 103,878 360.57 104,437 1.0146 373.08 50,978 369.03 1.0489 387.07

2006........... 3.3 50,978 369.03 104,176 373.31 102,395 1.0642 405.66 52,759 381.72 1.0491 400.47

2007........... 2.3 52,759 381.72 109,967 381.71 106,774 1.0302 402.28 55,952 388.87 1.0557 410.52

2008........... 5.8 55,952 388.87 117,720 403.00 114,398 1.0323 424.70 59,274 410.00 1.0632 435.93

2009........... .0 59,274 410.00 118,711 396.05 113,369 1.0429 427.59 64,616 400.61 1.0702 428.74

2010-I........ ... 64,616 400.61 40,667 395.37 7,758 1.1980 479.93 97,526 392.11 1.0524 412.66

2010-II....... ... 97,526 392.11 32,224 396.13 54,303 .9890 387.80 75,446 396.94 1.0576 419.80

2010-III ..... ... 75,446 396.94 27,018 396.89 65,217 1.0160 403.29 37,248 385.77 1.0580 408.14

2010-IV ..... .0 37,248 385.77 40,808 397.64 4,208 1.1790 454.82 73,848 388.40 1.0574 410.69

2011-I ........ ... 73,848 388.40 39,796 398.57 8,251 1.1980 465.30 105,393 386.22 1.0524 406.45

2011-II....... ... 105,393 386.22 31,534 399.50 57,757 .9890 381.97 79,170 394.61 1.0576 417.33

2011-III ..... ... 79,170 394.61 26,439 400.42 69,365 1.0160 400.92 36,244 386.76 1.0580 409.20

2011-IV ..... 1.2 36,244 386.76 39,934 406.16 4,475 1.1790 461.48 71,703 395.26 1.0574 417.94

2012-I........ ... 71,703 395.26 39,679 407.03 8,109 1.1980 473.52 103,273 393.63 1.0524 414.26

2012-II....... ... 103,273 393.63 31,441 407.89 56,761 .9890 389.30 77,954 402.53 1.0576 425.72

2012-III ..... ... 77,954 402.53 26,361 408.75 68,168 1.0160 408.97 36,147 394.92 1.0580 417.83

2012-IV ..... 2.4 36,147 394.92 39,816 419.44 4,398 1.1790 476.80 71,566 408.32 1.0574 431.76

2013-I........ ... 71,566 408.32 36,720 420.99 7,826 1.1980 489.17 100,460 406.65 1.0524 427.96

2013-II....... ... 100,460 406.65 29,097 422.53 54,780 .9890 402.18 74,777 416.11 1.0576 440.07

2013-III ..... ... 74,777 416.11 24,395 424.07 65,789 1.0160 422.76 33,383 408.80 1.0580 432.51

2013-IV ..... 2.7 33,383 408.80 36,847 437.10 4,244 1.1790 495.01 65,986 424.65 1.0574 449.03

2014-I........ ... 65,986 424.65 35,912 438.52 7,405 1.1980 508.73 94,492 423.34 1.0524 445.52

2014-II....... ... 94,492 423.34 28,456 439.95 51,838 .9890 418.68 71,111 433.37 1.0576 458.34

2014-III ..... ... 71,111 433.37 23,858 441.37 62,255 1.0160 440.31 32,714 426.01 1.0580 450.72

2014-IV ..... 2.8 32,714 426.01 36,036 455.19 4,016 1.1790 516.35 64,733 442.70 1.0574 468.11

2015-I........ ... 64,733 442.70 36,067 456.73 7,338 1.1980 530.35 93,462 441.23 1.0524 464.35

2015-II....... ... 93,462 441.23 28,579 458.27 51,364 .9890 436.38 70,676 451.65 1.0576 477.67

2015-III ..... ... 70,676 451.65 23,961 459.81 61,687 1.0160 458.88 32,950 444.05 1.0580 469.81

2015-IV ..... 2.8 32,950 444.05 36,191 474.26 3,980 1.1790 538.22 65,162 461.37 1.0574 487.85

2016-I........ ... 65,162 461.37 36,669 476.00 7,417 1.1980 552.72 94,414 459.88 1.0524 483.97

2016-II....... ... 94,414 459.88 29,056 477.74 51,922 .9890 454.82 71,548 470.80 1.0576 497.92

2016-III ..... ... 71,548 470.80 24,362 479.49 62,357 1.0160 478.34 33,552 463.12 1.0580 489.98

2016-IV ..... 2.8 33,552 463.12 36,796 494.70 4,023 1.1790 561.33 66,325 481.25 1.0574 508.88

2017-I........ ... 66,325 481.25 37,688 496.44 7,581 1.1980 576.54 96,432 479.70 1.0524 504.83

2017-II....... ... 96,432 479.70 29,864 498.18 53,070 .9890 474.42 73,226 491.06 1.0576 519.34

2017-III ..... ... 73,226 491.06 25,039 499.92 63,736 1.0160 498.92 34,529 482.98 1.0580 511.00

2017-IV ..... 2.8 34,529 482.98 37,819 515.71 4,112 1.1790 585.40 68,236 501.80 1.0574 530.60

2018-I........ ... 68,236 501.80 38,876 517.57 7,809 1.1980 601.16 99,303 500.16 1.0524 526.37

2018-II....... ... 99,303 500.16 30,805 519.44 54,663 .9890 494.66 75,444 512.03 1.0576 541.52

2018-III ..... ... 75,444 512.03 25,828 521.30 65,649 1.0160 520.22 35,623 503.66 1.0580 532.87

2018-IV ..... 2.8 35,623 503.66 39,011 537.82 4,235 1.1790 610.46 70,398 523.31 1.0574 553.35

2019-I........ ... 70,398 523.31 39,669 539.55 8,022 1.1980 626.93 102,045 521.48 1.0524 548.81

2019-II....... ... 102,045 521.48 31,433 541.28 56,155 .9890 515.74 77,323 533.70 1.0576 564.44

2019-III ..... ... 77,323 533.70 26,354 543.02 67,440 1.0160 542.24 36,237 524.58 1.0580 555.01

2019-IV ..... 2.8 36,237 524.58 39,806 560.00 4,351 1.1790 635.82 71,692 544.93 1.0574 576.21

a 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

208

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 2010 Trustees Report intermediate set of assumptions.

Table III.D12.—DI Current-Payment Benefits to Disabled Workers

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 ........... 1,931,416 $405.43 11.243 $8,804.1 931,399 $296.07 11.236 $3,098.4 2,862,815 $369.85 11.241 $11,902.5

1985 ........... 1,767,985 518.31 11.986 10,983.3 860,613 370.40 11.985 3,820.5 2,628,598 469.88 11.986 14,803.7

1986 ........... 1,807,414 532.76 11.982 11,537.6 887,959 379.88 11.972 4,038.5 2,695,373 482.40 11.979 15,576.0

1987 ........... 1,841,185 539.18 11.992 11,904.8 914,127 383.73 11.987 4,204.7 2,755,312 487.61 11.991 16,109.5

1988 ........... 1,866,842 563.21 11.992 12,609.0 940,488 400.06 11.988 4,510.3 2,807,330 508.55 11.991 17,119.3

1989 ........... 1,888,782 587.72 11.997 13,317.7 968,449 417.30 11.990 4,845.6 2,857,231 529.96 11.995 18,163.3

1990 ........... 1,932,837 617.60 11.989 14,312.0 1,013,998 438.92 11.978 5,331.1 2,946,835 556.12 11.986 19,643.1

1991 ........... 2,012,365 652.51 11.980 15,730.2 1,081,508 465.30 11.972 6,024.6 3,093,873 587.07 11.977 21,754.8

1992 ........... 2,146,041 676.43 11.957 17,357.1 1,188,292 484.43 11.944 6,875.3 3,334,333 608.01 11.953 24,232.4

1993 ........... 2,288,075 696.07 11.975 19,072.6 1,306,529 500.70 11.966 7,827.8 3,594,604 625.06 11.973 26,900.3

1994 ........... 2,415,400 715.06 11.980 20,690.8 1,427,729 517.04 11.968 8,834.7 3,843,129 641.50 11.976 29,525.5

1995 ........... 2,515,838 739.36 11.998 22,316.8 1,550,959 537.04 11.976 9,975.3 4,066,797 662.20 11.991 32,292.0

1996 ........... 2,611,078 762.55 11.974 23,840.8 1,681,936 556.94 11.951 11,194.5 4,293,014 682.00 11.966 35,035.3

1997 ........... 2,635,512 790.65 12.006 25,018.6 1,787,645 579.05 11.971 12,391.7 4,423,157 705.13 11.995 37,410.3

1998 ........... 2,699,087 809.97 11.996 26,224.8 1,897,734 596.62 11.980 13,563.7 4,596,821 721.89 11.990 39,788.4

1999 ........... 2,766,299 823.61 12.000 27,340.2 2,016,598 610.48 11.983 14,752.5 4,782,897 733.75 11.994 42,092.7

2000 ........... 2,828,132 848.30 11.992 28,769.6 2,131,393 632.82 11.977 16,154.5 4,959,525 755.70 11.986 44,924.0

2001 ........... 2,894,135 885.45 11.996 30,740.9 2,245,129 665.01 11.978 17,883.5 5,139,264 789.15 11.989 48,624.4

2002 ........... 3,006,330 916.97 11.985 33,039.3 2,394,573 692.53 11.971 19,852.4 5,400,903 817.46 11.980 52,891.7

2003 ........... 3,159,040 940.53 11.959 35,531.8 2,570,937 713.18 11.948 21,907.8 5,729,977 838.52 11.955 57,439.6

2004 ........... 3,315,269 970.76 11.935 38,410.5 2,747,577 739.01 11.934 24,231.5 6,062,846 865.74 11.935 62,642.0

2005 ........... 3,465,143 1,005.84 11.936 41,601.6 2,927,783 768.69 11.933 26,856.0 6,392,926 897.23 11.935 68,457.6

2006 ........... 3,562,506 1,059.14 12.016 45,337.6 3,067,524 808.88 12.015 29,812.0 6,630,030 943.35 12.015 75,149.6

2007 ........... 3,693,054 1,098.07 12.010 48,704.5 3,230,945 842.36 11.996 32,649.0 6,923,999 978.75 12.005 81,353.5

2008 ........... 3,830,395 1,125.35 11.993 51,696.9 3,399,104 867.71 11.978 35,327.6 7,229,499 1,004.22 11.987 87,024.5

2009 ........... 4,003,651 1,188.34 11.990 57,042.6 3,589,657 921.30 11.980 39,620.4 7,593,308 1,062.10 11.986 96,663.0

2010-I......... 4,118,296 1,189.35 2.999 14,688.4 3,704,791 925.49 2.998 10,280.2 7,823,088 1,064.40 2.999 24,968.6

2010-II ....... 4,171,222 1,189.55 3.000 14,885.6 3,758,865 926.62 3.000 10,449.1 7,930,087 1,064.92 3.000 25,334.7

2010-III...... 4,224,412 1,190.44 3.000 15,086.7 3,819,019 927.99 3.000 10,632.0 8,043,433 1,065.83 3.000 25,718.7

2010-IV...... 4,278,630 1,191.46 3.000 15,293.4 3,878,893 929.68 3.000 10,818.4 8,157,524 1,066.98 3.000 26,111.8

2011-I......... 4,328,010 1,193.14 3.000 15,491.8 3,932,930 931.79 3.000 10,994.0 8,260,940 1,068.72 3.000 26,485.8

2011-II ....... 4,378,213 1,193.70 3.000 15,678.8 3,984,965 932.98 3.000 11,153.7 8,363,178 1,069.47 3.000 26,832.5

2011-III ...... 4,429,624 1,194.25 3.000 15,870.3 4,037,933 934.38 3.000 11,318.9 8,467,558 1,070.33 3.000 27,189.2

2011-IV...... 4,478,676 1,195.36 3.000 16,060.9 4,088,794 936.09 3.000 11,482.5 8,567,471 1,071.63 3.000 27,543.4

2012-I......... 4,520,224 1,211.36 3.000 16,426.9 4,133,152 949.46 3.000 11,772.7 8,653,377 1,086.27 3.000 28,199.6

2012-II ....... 4,556,894 1,211.82 3.000 16,566.4 4,173,476 950.72 3.000 11,903.5 8,730,371 1,087.00 3.000 28,469.8

2012-III...... 4,594,917 1,212.26 3.000 16,710.7 4,214,868 952.21 3.000 12,040.3 8,809,785 1,087.84 3.000 28,751.0

2012-IV...... 4,630,698 1,213.32 3.000 16,855.6 4,254,249 954.05 3.000 12,176.3 8,884,947 1,089.18 3.000 29,031.9

2013-I......... 4,656,825 1,244.15 3.000 17,381.3 4,285,313 979.27 3.000 12,589.4 8,942,138 1,117.21 3.000 29,970.8

2013-II ....... 4,673,344 1,244.50 3.000 17,448.0 4,308,372 980.58 3.000 12,674.2 8,981,717 1,117.91 3.000 30,122.2

2013-III...... 4,691,322 1,244.94 3.000 17,521.2 4,332,594 982.19 3.000 12,766.3 9,023,917 1,118.79 3.000 30,287.6

2013-IV...... 4,707,361 1,246.13 3.000 17,598.0 4,355,062 984.26 3.000 12,859.6 9,062,423 1,120.29 3.000 30,457.5

2014-I......... 4,719,266 1,281.84 3.000 18,148.0 4,373,582 1,013.51 3.000 13,298.0 9,092,849 1,152.78 3.000 31,446.1

2014-II ....... 4,731,395 1,282.60 3.000 18,205.4 4,391,814 1,015.11 3.000 13,374.5 9,123,210 1,153.83 3.000 31,579.9

2014-III...... 4,744,981 1,283.40 3.000 18,269.1 4,411,223 1,016.99 3.000 13,458.5 9,156,204 1,155.05 3.000 31,727.6

2014-IV...... 4,756,722 1,284.94 3.000 18,336.3 4,428,963 1,019.32 3.000 13,543.6 9,185,686 1,156.87 3.000 31,879.9

2015-I......... 4,764,677 1,323.34 3.000 18,915.8 4,443,256 1,050.83 3.000 14,007.3 9,207,934 1,191.84 3.000 32,923.1

2015-II ....... 4,773,176 1,324.45 3.000 18,965.5 4,457,928 1,052.72 3.000 14,078.8 9,231,104 1,193.23 3.000 33,044.4

2015-III...... 4,783,152 1,325.62 3.000 19,021.9 4,473,801 1,054.91 3.000 14,158.4 9,256,953 1,194.79 3.000 33,180.3

2015-IV...... 4,791,338 1,327.54 3.000 19,082.1 4,488,054 1,057.59 3.000 14,239.5 9,279,391 1,196.97 3.000 33,321.6

2016-I......... 4,796,642 1,367.57 3.000 19,679.2 4,499,531 1,090.54 3.000 14,720.8 9,296,173 1,233.48 3.000 34,400.0

2016-II ....... 4,804,083 1,369.12 3.000 19,732.1 4,512,552 1,092.78 3.000 14,793.7 9,316,635 1,235.27 3.000 34,525.8

2016-III...... 4,813,004 1,370.71 3.000 19,791.7 4,526,789 1,095.33 3.000 14,875.0 9,339,794 1,237.24 3.000 34,666.7

2016-IV...... 4,820,154 1,373.06 3.000 19,855.1 4,539,424 1,098.37 3.000 14,957.9 9,359,578 1,239.84 3.000 34,813.0

2017-I......... 4,824,152 1,414.81 3.000 20,475.8 4,548,967 1,132.85 3.000 15,459.9 9,373,120 1,277.97 3.000 35,935.7

2017-II ....... 4,829,690 1,416.74 3.000 20,527.2 4,559,369 1,135.44 3.000 15,530.6 9,389,059 1,280.14 3.000 36,057.8

2017-III...... 4,836,730 1,418.68 3.000 20,585.3 4,571,024 1,138.33 3.000 15,609.9 9,407,754 1,282.46 3.000 36,195.2

2017-IV...... 4,842,012 1,421.38 3.000 20,647.1 4,581,090 1,141.71 3.000 15,690.9 9,423,102 1,285.42 3.000 36,338.0

2018-I......... 4,844,634 1,464.88 3.000 21,290.4 4,588,562 1,177.80 3.000 16,213.2 9,433,196 1,325.24 3.000 37,503.6

2018-II ....... 4,849,728 1,467.17 3.000 21,346.1 4,597,845 1,180.70 3.000 16,286.1 9,447,573 1,327.76 3.000 37,632.2

2018-III...... 4,856,339 1,469.47 3.000 21,408.7 4,608,407 1,183.92 3.000 16,367.9 9,464,746 1,330.43 3.000 37,776.6

2018-IV...... 4,861,184 1,472.56 3.000 21,475.1 4,617,375 1,187.64 3.000 16,451.4 9,478,559 1,333.76 3.000 37,926.4

2019-I......... 4,863,459 1,517.90 3.000 22,146.7 4,623,953 1,225.38 3.000 16,998.3 9,487,412 1,375.33 3.000 39,145.1

2019-II ....... 4,868,419 1,520.56 3.000 22,208.1 4,632,781 1,228.59 3.000 17,075.3 9,501,200 1,378.19 3.000 39,283.4

2019-III...... 4,874,909 1,523.20 3.000 22,276.4 4,642,909 1,232.11 3.000 17,161.8 9,517,818 1,381.21 3.000 39,438.2

2019-IV...... 4,879,622 1,526.64 3.000 22,348.3 4,651,428 1,236.16 3.000 17,249.8 9,531,052 1,384.88 3.000 39,598.1
DI Dollars

209

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[Amounts in millions]

Calendar

period

Young wives of disabled workers Young husbands of disabled workers a 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

1980........... 390,900 $107.68 11.247 $473.4 ... ... ... ... 390,900 $107.68 11.247 $473.4

1985........... 225,553 120.51 12.074 328.2 3,564 $74.77 11.960 $3.2 229,117 119.80 12.073 331.4

1986........... 224,446 120.20 12.082 326.0 4,182 74.74 12.004 3.8 228,628 119.37 12.081 329.7

1987........... 215,939 118.04 12.119 308.9 4,595 75.97 11.957 4.2 220,534 117.16 12.116 313.1

1988........... 208,305 120.25 12.081 302.6 4,916 77.86 11.989 4.6 213,221 119.27 12.080 307.2

1989........... 201,171 123.34 12.058 299.2 4,989 81.55 11.985 4.9 206,160 122.33 12.057 304.1

1990........... 197,565 127.00 12.041 302.1 5,027 86.05 12.042 5.2 202,592 125.98 12.041 307.3

1991........... 197,172 131.84 12.042 313.0 5,326 90.84 12.038 5.8 202,498 130.76 12.042 318.9

1992........... 201,959 133.88 12.035 325.4 5,830 95.47 11.976 6.7 207,789 132.80 12.034 332.1

1993........... 206,017 134.80 12.053 334.7 6,109 97.71 12.122 7.2 212,126 133.73 12.054 342.0

1994........... 207,917 136.15 12.029 340.5 6,278 101.09 12.027 7.6 214,195 135.12 12.029 348.2

1995........... 205,494 139.03 12.027 343.6 6,322 103.88 12.014 7.9 211,816 137.98 12.027 351.5

1996........... 170,665 141.29 12.266 295.8 3,927 103.15 12.785 5.2 174,592 140.43 12.274 300.9

1997........... 157,365 146.32 12.022 276.8 3,573 106.58 12.045 4.6 160,938 145.44 12.022 281.4

1998........... 143,644 149.95 11.959 257.6 3,197 111.58 11.735 4.2 146,841 149.12 11.955 261.8

1999........... 127,341 153.23 12.017 234.5 2,546 115.87 12.007 3.5 129,887 152.50 12.017 238.0

2000........... 116,778 158.26 11.958 221.0 2,287 120.49 11.830 3.3 119,065 157.54 11.956 224.3

2001........... 108,161 166.22 11.941 214.7 2,072 127.20 11.952 3.2 110,233 165.49 11.941 217.8

2002........... 101,660 172.24 11.959 209.4 2,024 132.14 11.950 3.2 103,684 171.46 11.959 212.6

2003........... 97,064 176.58 11.921 204.3 1,987 135.95 11.964 3.2 99,051 175.77 11.921 207.5

2004........... 93,301 181.83 11.895 201.8 1,947 143.68 11.825 3.3 95,248 181.05 11.894 205.1

2005........... 88,251 189.12 11.915 198.9 1,855 148.78 11.852 3.3 90,106 188.29 11.914 202.1

2006........... 83,363 196.70 11.981 196.5 1,789 157.70 11.874 3.4 85,152 195.88 11.979 199.8

2007........... 78,842 204.07 11.944 192.2 1,718 163.82 11.928 3.4 80,560 203.21 11.943 195.5

2008........... 74,934 209.62 11.918 187.2 1,719 167.46 11.787 3.4 76,653 208.68 11.916 190.6

2009........... 72,288 222.50 11.984 192.8 1,756 176.68 12.006 3.7 74,044 221.41 11.985 196.5

2010-I........ 71,825 223.24 2.965 47.5 1,843 178.91 2.972 1.0 73,668 222.13 2.965 48.5

2010-II....... 71,433 221.45 3.000 47.5 1,884 176.38 3.000 1.0 73,317 220.30 3.000 48.5

2010-III ..... 72,407 221.95 3.000 48.2 1,916 174.17 3.000 1.0 74,323 220.72 3.000 49.2

2010-IV ..... 72,398 222.98 3.000 48.4 1,900 175.45 3.000 1.0 74,298 221.77 3.000 49.4

2011-I ........ 72,290 221.90 3.000 48.1 1,890 175.51 3.000 1.0 74,180 220.72 3.000 49.1

2011-II....... 72,282 219.79 3.000 47.7 1,902 175.39 3.000 1.0 74,184 218.65 3.000 48.7

2011-III ..... 72,274 221.11 3.000 47.9 1,913 177.40 3.000 1.0 74,187 219.99 3.000 49.0

2011-IV ..... 72,198 222.24 3.000 48.1 1,923 178.68 3.000 1.0 74,120 221.11 3.000 49.2

2012-I........ 72,048 223.91 3.000 48.4 1,929 180.81 3.000 1.0 73,978 222.79 3.000 49.4

2012-II....... 72,028 221.89 3.000 47.9 1,939 180.64 3.000 1.1 73,967 220.80 3.000 49.0

2012-III ..... 72,008 223.33 3.000 48.2 1,948 182.64 3.000 1.1 73,957 222.26 3.000 49.3

2012-IV ..... 71,920 224.56 3.000 48.5 1,956 183.91 3.000 1.1 73,876 223.49 3.000 49.5

2013-I........ 71,692 229.03 3.000 49.3 1,958 188.23 3.000 1.1 73,650 227.95 3.000 50.4

2013-II....... 71,457 227.06 3.000 48.7 1,959 187.97 3.000 1.1 73,416 226.01 3.000 49.8

2013-III ..... 71,223 228.64 3.000 48.9 1,960 190.02 3.000 1.1 73,183 227.61 3.000 50.0

2013-IV ..... 70,925 230.04 3.000 48.9 1,959 191.30 3.000 1.1 72,884 228.99 3.000 50.1

2014-I........ 70,555 235.45 3.000 49.8 1,956 196.36 3.000 1.2 72,511 234.39 3.000 51.0

2014-II....... 70,292 233.58 3.000 49.3 1,955 196.05 3.000 1.2 72,247 232.56 3.000 50.4

2014-III ..... 70,029 235.35 3.000 49.4 1,954 198.15 3.000 1.2 71,982 234.34 3.000 50.6

2014-IV ..... 69,704 236.91 3.000 49.5 1,951 199.48 3.000 1.2 71,655 235.89 3.000 50.7

2015-I........ 69,328 242.85 3.000 50.5 1,946 204.97 3.000 1.2 71,274 241.82 3.000 51.7

2015-II....... 69,091 241.06 3.000 50.0 1,944 204.71 3.000 1.2 71,036 240.07 3.000 51.2

2015-III ..... 68,855 243.03 3.000 50.2 1,943 206.96 3.000 1.2 70,798 242.04 3.000 51.4

2015-IV ..... 68,558 244.78 3.000 50.3 1,940 208.40 3.000 1.2 70,497 243.77 3.000 51.6

2016-I........ 68,217 251.04 3.000 51.4 1,934 214.21 3.000 1.2 70,151 250.03 3.000 52.6

2016-II....... 68,031 249.33 3.000 50.9 1,932 213.97 3.000 1.2 69,963 248.36 3.000 52.1

2016-III ..... 67,845 251.51 3.000 51.2 1,930 216.35 3.000 1.3 69,775 250.53 3.000 52.4

2016-IV ..... 67,598 253.44 3.000 51.4 1,927 217.89 3.000 1.3 69,525 252.45 3.000 52.7

2017-I........ 67,312 260.05 3.000 52.5 1,922 223.99 3.000 1.3 69,234 259.05 3.000 53.8

2017-II....... 67,188 258.40 3.000 52.1 1,922 223.82 3.000 1.3 69,111 257.44 3.000 53.4

2017-III ..... 67,065 260.76 3.000 52.5 1,923 226.40 3.000 1.3 68,987 259.81 3.000 53.8

2017-IV ..... 66,880 262.87 3.000 52.7 1,921 228.05 3.000 1.3 68,801 261.89 3.000 54.1

2018-I........ 66,658 269.81 3.000 54.0 1,918 234.49 3.000 1.3 68,577 268.82 3.000 55.3

2018-II....... 66,605 268.20 3.000 53.6 1,919 234.32 3.000 1.3 68,525 267.26 3.000 54.9

2018-III ..... 66,553 270.75 3.000 54.1 1,920 237.00 3.000 1.4 68,473 269.81 3.000 55.4

2018-IV ..... 66,439 273.02 3.000 54.4 1,919 238.70 3.000 1.4 68,357 272.06 3.000 55.8

2019-I........ 66,283 280.31 3.000 55.7 1,917 245.42 3.000 1.4 68,200 279.33 3.000 57.2

2019-II....... 66,292 278.72 3.000 55.4 1,920 245.27 3.000 1.4 68,212 277.78 3.000 56.8

2019-III ..... 66,302 281.43 3.000 56.0 1,922 248.13 3.000 1.4 68,224 280.49 3.000 57.4

2019-IV ..... 66,249 283.85 3.000 56.4 1,923 249.95 3.000 1.4 68,172 282.89 3.000 57.9

a This benefit was not paid until October 17, 1980.
Benefit Payments

210

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 ........... 74,490 $125.45 11.267 $105.3 2,160 $93.92 11.303 $2.3 76,650 $124.56 11.268 $107.6

1985 ........... 73,915 158.29 12.006 140.5 1,567 99.57 12.049 1.9 75,482 157.07 12.007 142.4

1986 ........... 73,926 163.96 12.015 145.6 1,489 101.65 12.051 1.8 75,415 162.73 12.015 147.5

1987 ........... 73,643 166.85 11.973 147.1 1,431 102.06 12.106 1.8 75,074 165.62 11.974 148.9

1988 ........... 71,894 174.86 11.997 150.8 1,441 104.56 11.973 1.8 73,335 173.48 11.996 152.6

1989 ........... 68,537 183.40 12.038 151.3 1,408 106.63 11.949 1.8 69,945 181.86 12.037 153.1

1990 ........... 65,519 193.88 11.995 152.4 1,358 111.66 12.088 1.8 66,877 192.21 11.996 154.2

1991 ........... 62,222 204.80 12.002 152.9 1,320 122.02 12.039 1.9 63,542 203.08 12.003 154.9

1992 ........... 60,313 214.00 12.004 154.9 1,392 129.78 11.857 2.1 61,705 212.10 12.002 157.1

1993 ........... 58,655 221.70 12.016 156.3 1,452 134.82 11.984 2.3 60,107 219.60 12.016 158.6

1994 ........... 57,094 228.37 12.027 156.8 1,537 140.12 11.943 2.6 58,631 226.06 12.026 159.4

1995 ........... 55,107 238.24 12.017 157.8 1,545 147.42 12.078 2.8 56,652 235.76 12.018 160.5

1996 ........... 52,677 247.39 12.037 156.9 1,644 157.86 11.833 3.1 54,321 244.68 12.033 159.9

1997 ........... 51,316 254.04 12.009 156.6 1,679 162.09 11.997 3.3 52,995 251.13 12.009 159.8

1998 ........... 51,115 257.68 11.994 158.0 1,697 169.45 11.949 3.4 52,812 254.85 11.993 161.4

1999 ........... 50,460 259.11 12.004 157.0 1,762 171.47 12.058 3.6 52,222 256.15 12.005 160.6

2000 ........... 49,911 265.06 11.957 158.2 1,855 179.37 11.959 4.0 51,766 261.99 11.957 162.2

2001 ........... 48,913 274.27 12.006 161.1 1,937 189.72 12.000 4.4 50,850 271.05 12.006 165.5

2002 ........... 48,591 283.17 11.982 164.9 2,094 198.40 11.766 4.9 50,685 279.67 11.975 169.8

2003 ........... 51,591 288.82 11.896 177.3 2,263 200.28 11.910 5.4 53,854 285.10 11.896 182.7

2004 ........... 55,761 296.62 11.786 194.9 2,514 208.40 11.836 6.2 58,275 292.81 11.788 201.1

2005 ........... 62,706 300.78 11.780 222.2 2,760 213.44 11.959 7.0 65,466 297.10 11.786 229.2

2006 ........... 66,775 309.92 12.139 251.2 3,045 221.52 12.100 8.2 69,820 306.07 12.138 259.4

2007 ........... 69,439 320.36 12.143 270.1 3,283 233.05 12.040 9.2 72,722 316.42 12.140 279.3

2008 ........... 71,573 329.93 12.118 286.2 3,597 237.17 12.028 10.3 75,170 325.49 12.115 296.4

2009 ........... 79,113 347.13 11.947 328.1 4,018 252.34 12.101 12.3 83,131 342.55 11.953 340.4

2010-I......... 80,580 347.45 2.994 83.8 4,281 259.06 2.989 3.3 84,861 342.99 2.994 87.1

2010-II ....... 81,764 347.08 3.000 85.1 4,407 262.44 3.000 3.5 86,171 342.75 3.000 88.6

2010-III...... 83,922 347.53 3.000 87.5 4,538 266.41 3.000 3.6 88,460 343.36 3.000 91.1

2010-IV...... 85,697 346.71 3.000 89.1 4,654 267.12 3.000 3.7 90,351 342.61 3.000 92.9

2011-I......... 87,001 345.37 3.000 90.1 4,752 266.93 3.000 3.8 91,754 341.31 3.000 93.9

2011-II ....... 88,343 344.78 3.000 91.4 4,854 266.92 3.000 3.9 93,196 340.72 3.000 95.3

2011-III ...... 89,568 345.45 3.000 92.8 4,950 267.69 3.000 4.0 94,518 341.38 3.000 96.8

2011-IV...... 90,500 345.32 3.000 93.8 5,033 268.36 3.000 4.1 95,532 341.26 3.000 97.8

2012-I......... 91,166 348.52 3.000 95.3 5,105 271.53 3.000 4.2 96,271 344.43 3.000 99.5

2012-II ....... 92,158 348.28 3.000 96.3 5,190 271.63 3.000 4.2 97,349 344.20 3.000 100.5

2012-III...... 93,065 349.28 3.000 97.5 5,271 272.53 3.000 4.3 98,336 345.17 3.000 101.8

2012-IV...... 93,706 349.42 3.000 98.2 5,339 273.29 3.000 4.4 99,045 345.32 3.000 102.6

2013-I......... 93,894 357.11 3.000 100.6 5,389 279.89 3.000 4.5 99,282 352.91 3.000 105.1

2013-II ....... 94,024 357.16 3.000 100.7 5,435 280.12 3.000 4.6 99,459 352.95 3.000 105.3

2013-III...... 94,145 358.53 3.000 101.3 5,479 281.19 3.000 4.6 99,624 354.28 3.000 105.9

2013-IV...... 94,081 359.07 3.000 101.3 5,513 282.15 3.000 4.7 99,594 354.82 3.000 106.0

2014-I......... 93,796 368.47 3.000 103.7 5,537 289.99 3.000 4.8 99,333 364.09 3.000 108.5

2014-II ....... 93,785 368.92 3.000 103.8 5,571 290.38 3.000 4.9 99,356 364.52 3.000 108.7

2014-III...... 93,777 370.69 3.000 104.3 5,602 291.61 3.000 4.9 99,378 366.23 3.000 109.2

2014-IV...... 93,598 371.54 3.000 104.3 5,624 292.74 3.000 4.9 99,222 367.08 3.000 109.3

2015-I......... 93,215 381.90 3.000 106.8 5,637 301.31 3.000 5.1 98,852 377.30 3.000 111.9

2015-II ....... 93,116 382.63 3.000 106.9 5,659 301.87 3.000 5.1 98,775 378.00 3.000 112.0

2015-III...... 93,026 384.72 3.000 107.4 5,681 303.32 3.000 5.2 98,707 380.03 3.000 112.5

2015-IV...... 92,777 385.84 3.000 107.4 5,693 304.66 3.000 5.2 98,470 381.15 3.000 112.6

2016-I......... 92,363 396.82 3.000 110.0 5,698 313.69 3.000 5.4 98,061 391.99 3.000 115.3

2016-II ....... 92,289 397.82 3.000 110.1 5,715 314.41 3.000 5.4 98,005 392.95 3.000 115.5

2016-III...... 92,223 400.19 3.000 110.7 5,731 316.02 3.000 5.4 97,955 395.27 3.000 116.2

2016-IV...... 91,995 401.55 3.000 110.8 5,740 317.53 3.000 5.5 97,735 396.62 3.000 116.3

2017-I......... 91,618 413.15 3.000 113.6 5,741 327.10 3.000 5.6 97,360 408.08 3.000 119.2

2017-II ....... 91,608 414.33 3.000 113.9 5,756 327.97 3.000 5.7 97,365 409.22 3.000 119.5

2017-III...... 91,600 416.91 3.000 114.6 5,770 329.77 3.000 5.7 97,370 411.75 3.000 120.3

2017-IV...... 91,426 418.40 3.000 114.8 5,777 331.43 3.000 5.7 97,203 413.23 3.000 120.5

2018-I......... 91,114 430.53 3.000 117.7 5,777 341.50 3.000 5.9 96,891 425.22 3.000 123.6

2018-II ....... 91,197 431.83 3.000 118.1 5,792 342.50 3.000 6.0 96,989 426.49 3.000 124.1

2018-III...... 91,273 434.57 3.000 119.0 5,807 344.44 3.000 6.0 97,080 429.18 3.000 125.0

2018-IV...... 91,175 436.17 3.000 119.3 5,813 346.22 3.000 6.0 96,989 430.78 3.000 125.3

2019-I......... 90,937 448.87 3.000 122.5 5,814 356.76 3.000 6.2 96,750 443.33 3.000 128.7

2019-II ....... 91,097 450.25 3.000 123.0 5,830 357.83 3.000 6.3 96,927 444.69 3.000 129.3

2019-III...... 91,244 453.13 3.000 124.0 5,846 359.88 3.000 6.3 97,090 447.52 3.000 130.3

2019-IV...... 91,209 454.80 3.000 124.4 5,853 361.76 3.000 6.4 97,063 449.18 3.000 130.8
DI Dollars

211

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 465,390 $110.52 11.251 $578.7 2,160 $93.92 11.303 $2.3 467,550 $110.45 11.251 $581.0

1981........... 448,238 122.15 11.376 622.8 2,100 101.21 11.340 2.4 450,338 122.05 11.376 625.2

1982........... 397,547 130.79 11.499 597.9 1,947 105.35 11.374 2.3 399,494 130.66 11.498 600.2

1983........... 355,391 129.22 11.519 529.0 1,788 101.20 12.014 2.2 357,179 129.08 11.521 531.2

1984........... 300,168 127.63 12.103 463.7 4,566 82.50 11.813 4.5 304,734 126.96 12.100 468.1

1985........... 299,468 129.84 12.053 468.6 5,131 82.34 11.993 5.1 304,599 129.04 12.053 473.7

1986........... 298,372 131.04 12.061 471.6 5,671 81.81 12.019 5.6 304,043 130.12 12.061 477.2

1987........... 289,582 130.45 12.071 456.0 6,026 82.17 12.001 5.9 295,608 129.47 12.070 462.0

1988........... 280,199 134.26 12.053 453.4 6,357 83.91 11.985 6.4 286,556 133.15 12.052 459.8

1989........... 269,708 138.60 12.051 450.5 6,397 87.07 11.975 6.7 276,105 137.41 12.050 457.2

1990........... 263,084 143.66 12.025 454.5 6,385 91.50 12.054 7.0 269,469 142.42 12.026 461.5

1991........... 259,394 149.34 12.029 466.0 6,646 97.03 12.038 7.8 266,040 148.04 12.029 473.8

1992........... 262,272 152.31 12.025 480.3 7,222 102.08 11.947 8.8 269,494 150.96 12.024 489.2

1993........... 264,672 154.06 12.041 491.0 7,561 104.84 12.088 9.6 272,233 152.69 12.042 500.6

1994........... 265,011 156.02 12.029 497.3 7,815 108.77 12.006 10.2 272,826 154.66 12.028 507.5

1995........... 260,601 160.01 12.024 501.4 7,867 112.43 12.031 10.6 268,468 158.62 12.024 512.0

1996........... 223,342 166.32 12.185 452.6 5,571 119.30 12.414 8.3 228,913 165.17 12.189 460.9

1997........... 208,681 172.81 12.017 433.4 5,252 124.33 12.025 7.9 213,933 171.62 12.018 441.2

1998........... 194,759 178.22 11.972 415.6 4,894 131.65 11.830 7.6 199,653 177.08 11.969 423.2

1999........... 177,801 183.28 12.012 391.4 4,308 138.61 12.032 7.2 182,109 182.22 12.012 398.6

2000........... 166,689 190.24 11.958 379.2 4,142 146.86 11.901 7.2 170,831 189.19 11.957 386.4

2001........... 157,074 199.87 11.969 375.7 4,009 157.41 11.980 7.6 161,083 198.81 11.969 383.3

2002........... 150,251 208.12 11.969 374.3 4,118 165.83 11.838 8.1 154,369 206.99 11.966 382.3

2003........... 148,655 215.53 11.909 381.6 4,250 170.20 11.930 8.6 152,905 214.27 11.910 390.2

2004........... 149,062 224.77 11.841 396.7 4,461 180.15 11.832 9.5 153,523 223.47 11.841 406.3

2005........... 150,957 235.50 11.843 421.0 4,615 187.45 11.925 10.3 155,572 234.08 11.845 431.4

2006........... 150,138 247.06 12.069 447.7 4,834 197.90 12.034 11.5 154,972 245.52 12.068 459.2

2007........... 148,281 258.53 12.059 462.3 5,001 209.27 12.010 12.6 153,282 256.92 12.058 474.9

2008........... 146,507 268.40 12.038 473.4 5,316 214.63 11.967 13.7 151,823 266.51 12.036 487.0

2009........... 151,401 287.62 11.961 520.9 5,774 229.33 12.079 16.0 157,175 285.48 11.965 536.9

2010-I........ 152,405 288.91 2.983 131.4 6,124 234.94 2.985 4.3 158,530 286.83 2.983 135.7

2010-II....... 153,197 288.50 3.000 132.6 6,292 236.67 3.000 4.5 159,489 286.46 3.000 137.1

2010-III ..... 156,329 289.36 3.000 135.7 6,454 239.03 3.000 4.6 162,783 287.36 3.000 140.3

2010-IV ..... 158,095 290.05 3.000 137.6 6,553 240.56 3.000 4.7 164,649 288.08 3.000 142.3

2011-I ........ 159,292 289.34 3.000 138.3 6,642 240.92 3.000 4.8 165,934 287.40 3.000 143.1

2011-II....... 160,626 288.53 3.000 139.0 6,755 241.15 3.000 4.9 167,380 286.62 3.000 143.9

2011-III ..... 161,843 289.92 3.000 140.8 6,863 242.52 3.000 5.0 168,705 288.00 3.000 145.8

2011-IV ..... 162,697 290.70 3.000 141.9 6,955 243.57 3.000 5.1 169,653 288.77 3.000 147.0

2012-I........ 163,214 293.51 3.000 143.7 7,034 246.66 3.000 5.2 170,248 291.58 3.000 148.9

2012-II....... 164,187 292.83 3.000 144.2 7,129 246.91 3.000 5.3 171,315 290.92 3.000 149.5

2012-III ..... 165,074 294.34 3.000 145.8 7,219 248.27 3.000 5.4 172,293 292.41 3.000 151.1

2012-IV ..... 165,626 295.21 3.000 146.7 7,295 249.32 3.000 5.5 172,921 293.27 3.000 152.1

2013-I........ 165,586 301.65 3.000 149.8 7,347 255.46 3.000 5.6 172,933 299.69 3.000 155.5

2013-II....... 165,482 300.98 3.000 149.4 7,394 255.70 3.000 5.7 172,876 299.04 3.000 155.1

2013-III ..... 165,368 302.59 3.000 150.1 7,439 257.16 3.000 5.7 172,807 300.63 3.000 155.9

2013-IV ..... 165,006 303.61 3.000 150.3 7,473 258.33 3.000 5.8 172,479 301.65 3.000 156.1

2014-I........ 164,351 311.36 3.000 153.5 7,493 265.55 3.000 6.0 171,844 309.36 3.000 159.5

2014-II....... 164,077 310.94 3.000 153.1 7,525 265.88 3.000 6.0 171,602 308.96 3.000 159.1

2014-III ..... 163,805 312.83 3.000 153.7 7,556 267.45 3.000 6.1 171,361 310.83 3.000 159.8

2014-IV ..... 163,302 314.08 3.000 153.9 7,575 268.72 3.000 6.1 170,877 312.07 3.000 160.0

2015-I........ 162,543 322.59 3.000 157.3 7,582 276.59 3.000 6.3 170,126 320.54 3.000 163.6

2015-II....... 162,207 322.33 3.000 156.9 7,604 277.02 3.000 6.3 169,811 320.30 3.000 163.2

2015-III ..... 161,881 324.45 3.000 157.6 7,623 278.76 3.000 6.4 169,505 322.39 3.000 163.9

2015-IV ..... 161,335 325.90 3.000 157.7 7,633 280.20 3.000 6.4 168,968 323.83 3.000 164.2

2016-I........ 160,580 334.89 3.000 161.3 7,632 288.48 3.000 6.6 168,213 332.79 3.000 167.9

2016-II....... 160,320 334.81 3.000 161.0 7,648 289.02 3.000 6.6 167,968 332.73 3.000 167.7

2016-III ..... 160,067 337.17 3.000 161.9 7,662 290.89 3.000 6.7 167,729 335.06 3.000 168.6

2016-IV ..... 159,593 338.82 3.000 162.2 7,667 292.50 3.000 6.7 167,260 336.69 3.000 168.9

2017-I........ 158,930 348.31 3.000 166.1 7,663 301.22 3.000 6.9 166,593 346.14 3.000 173.0

2017-II....... 158,797 348.36 3.000 166.0 7,679 301.87 3.000 7.0 166,475 346.21 3.000 172.9

2017-III ..... 158,665 350.91 3.000 167.0 7,694 303.92 3.000 7.0 166,358 348.74 3.000 174.0

2017-IV ..... 158,306 352.69 3.000 167.5 7,699 305.60 3.000 7.1 166,004 350.51 3.000 174.6

2018-I........ 157,773 362.63 3.000 171.6 7,695 314.82 3.000 7.3 165,468 360.40 3.000 178.9

2018-II....... 157,803 362.76 3.000 171.7 7,711 315.58 3.000 7.3 165,514 360.57 3.000 179.0

2018-III ..... 157,827 365.49 3.000 173.1 7,727 317.74 3.000 7.4 165,553 363.26 3.000 180.4

2018-IV ..... 157,614 367.40 3.000 173.7 7,733 319.54 3.000 7.4 165,346 365.16 3.000 181.1

2019-I........ 157,220 377.81 3.000 178.2 7,731 329.15 3.000 7.6 164,950 375.53 3.000 185.8

2019-II....... 157,390 378.00 3.000 178.5 7,750 329.95 3.000 7.7 165,139 375.75 3.000 186.2

2019-III ..... 157,547 380.87 3.000 180.0 7,768 332.23 3.000 7.7 165,314 378.59 3.000 187.8

2019-IV ..... 157,459 382.87 3.000 180.9 7,776 334.11 3.000 7.8 165,235 380.58 3.000 188.7
212

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 ........... 1,213,320 $104.28 11.214 $1,418.9 32,438 $135.50 11.246 $49.4 157,417 $150.05 11.175 $264.0

1985 ........... 877,521 135.30 11.985 1,423.0 32,202 177.91 11.976 68.6 30,598 197.68 9.789 59.2

1990 ........... 916,009 150.32 12.009 1,653.6 36,545 218.72 11.993 95.9 35,434 242.20 9.297 79.8

1991 ........... 955,711 157.18 11.997 1,802.2 37,848 231.54 11.989 105.1 34,153 251.73 9.540 82.0

1992 ........... 1,037,360 160.72 11.973 1,996.1 40,140 240.28 11.974 115.5 34,366 258.46 9.905 88.0

1993 ........... 1,132,371 163.47 12.001 2,221.4 43,813 246.27 11.966 129.1 39,601 262.25 9.516 98.8

1994 ........... 1,230,373 166.61 11.979 2,455.6 46,875 253.17 11.994 142.3 41,321 267.58 9.455 104.5

1995 ........... 1,303,554 171.91 11.999 2,688.9 49,404 261.81 12.014 155.4 43,158 275.88 9.612 114.4

1996 ........... 1,362,806 181.19 11.918 2,942.8 51,657 272.38 11.981 168.6 40,842 288.75 10.748 126.8

1997 ........... 1,356,783 189.43 12.009 3,086.5 52,408 284.06 12.019 178.9 40,980 301.56 10.343 127.8

1998 ........... 1,357,904 196.50 12.003 3,202.7 53,521 294.44 12.009 189.2 41,845 310.16 10.145 131.7

1999 ........... 1,368,919 202.74 11.998 3,329.9 54,905 301.26 12.042 199.2 43,713 313.98 10.138 139.1

2000 ........... 1,377,105 210.68 12.008 3,483.8 56,025 312.64 12.024 210.6 42,649 322.79 10.578 145.6

2001 ........... 1,381,861 222.15 11.988 3,680.0 57,541 327.48 11.971 225.6 40,562 342.29 10.833 150.4

2002 ........... 1,404,464 232.08 11.974 3,902.8 58,360 342.73 12.001 240.0 41,789 348.60 11.475 167.2

2003 ........... 1,448,341 238.59 11.959 4,132.5 61,203 350.86 11.960 256.8 45,382 356.81 11.603 187.9

2004 ........... 1,483,485 247.20 11.942 4,379.2 64,167 362.36 11.923 277.2 46,464 368.53 11.754 201.3

2005 ........... 1,508,102 259.61 11.903 4,660.2 66,873 377.94 11.929 301.5 48,607 379.82 9.989 184.4

2006 ........... 1,522,535 270.69 12.015 4,951.6 69,611 396.90 12.042 332.7 50,623 395.05 11.232 224.6

2007 ........... 1,536,892 281.26 11.983 5,179.8 73,851 411.20 12.013 364.8 51,460 408.31 11.395 239.4

2008 ........... 1,543,569 288.55 12.003 5,346.0 81,123 416.38 11.976 404.5 58,523 420.08 10.639 261.6

2009 ........... 1,572,622 305.89 12.012 5,778.6 87,344 442.47 11.995 463.6 64,800 442.11 10.299 295.1

2010-I......... 1,603,274 306.40 2.999 1,473.1 90,974 442.16 2.997 120.5 68,755 429.93 2.995 88.5

2010-II ....... 1,621,467 304.25 3.000 1,480.0 92,679 437.65 3.000 121.7 80,938 431.18 3.350 116.9

2010-III...... 1,646,161 302.09 3.000 1,491.9 95,911 429.66 3.000 123.6 56,699 423.36 2.100 50.4

2010-IV...... 1,667,075 302.49 3.000 1,512.8 98,992 429.93 3.000 127.7 45,257 412.31 3.100 57.8

2011-I......... 1,684,088 301.22 3.000 1,521.8 101,741 429.47 3.000 131.1 77,616 410.88 3.050 97.3

2011-II ....... 1,701,146 300.12 3.000 1,531.6 104,172 428.06 3.000 133.8 88,929 411.00 3.350 122.4

2011-III ...... 1,718,204 301.51 3.000 1,554.2 106,604 429.05 3.000 137.2 59,683 414.99 2.100 52.0

2011-IV...... 1,733,408 302.14 3.000 1,571.2 108,954 429.73 3.000 140.5 44,231 410.34 3.100 56.3

2012-I......... 1,746,015 304.67 3.000 1,595.8 111,147 434.53 3.000 144.9 75,672 416.45 3.050 96.1

2012-II ....... 1,760,842 303.71 3.000 1,604.3 113,354 433.32 3.000 147.4 87,274 417.74 3.350 122.1

2012-III...... 1,775,668 305.23 3.000 1,626.0 115,560 434.51 3.000 150.6 58,915 422.66 2.100 52.3

2012-IV...... 1,788,662 305.98 3.000 1,641.9 117,683 435.35 3.000 153.7 44,131 418.58 3.100 57.3

2013-I......... 1,797,434 312.35 3.000 1,684.3 119,506 445.60 3.000 159.8 74,725 429.96 3.050 98.0

2013-II ....... 1,805,093 311.53 3.000 1,687.0 121,061 444.65 3.000 161.5 84,576 431.60 3.350 122.3

2013-III...... 1,812,753 313.27 3.000 1,703.6 122,613 446.14 3.000 164.1 56,122 437.44 2.100 51.6

2013-IV...... 1,818,726 314.24 3.000 1,714.5 124,088 447.24 3.000 166.5 40,728 434.39 3.100 54.8

2014-I......... 1,821,973 321.93 3.000 1,759.6 125,353 459.31 3.000 172.7 69,480 448.43 3.050 95.0

2014-II ....... 1,826,508 321.28 3.000 1,760.5 126,506 458.60 3.000 174.0 79,797 450.61 3.350 120.5

2014-III...... 1,831,044 323.24 3.000 1,775.6 127,656 460.36 3.000 176.3 53,669 456.99 2.100 51.5

2014-IV...... 1,833,943 324.40 3.000 1,784.8 128,731 461.66 3.000 178.3 39,931 453.93 3.100 56.2

2015-I......... 1,834,763 332.81 3.000 1,831.9 129,650 474.70 3.000 184.6 68,389 468.86 3.050 97.8

2015-II ....... 1,837,968 332.30 3.000 1,832.3 130,552 474.17 3.000 185.7 79,025 471.12 3.350 124.7

2015-III...... 1,841,173 334.48 3.000 1,847.5 131,453 476.16 3.000 187.8 53,472 477.89 2.100 53.7

2015-IV...... 1,842,759 335.82 3.000 1,856.5 132,281 477.65 3.000 189.6 40,206 474.84 3.100 59.2

2016-I......... 1,842,512 344.67 3.000 1,905.2 132,986 491.27 3.000 196.0 68,942 490.48 3.050 103.1

2016-II ....... 1,845,075 344.28 3.000 1,905.7 133,737 490.89 3.000 196.9 79,874 492.84 3.350 131.9

2016-III...... 1,847,639 346.69 3.000 1,921.6 134,487 493.10 3.000 198.9 54,189 499.95 2.100 56.9

2016-IV...... 1,848,582 348.22 3.000 1,931.1 135,164 494.78 3.000 200.6 40,931 496.81 3.100 63.0

2017-I......... 1,847,924 357.51 3.000 1,982.0 135,739 508.98 3.000 207.3 70,274 513.11 3.050 110.0

2017-II ....... 1,850,546 357.23 3.000 1,983.2 136,392 508.73 3.000 208.2 81,626 515.43 3.350 140.9

2017-III...... 1,853,168 359.84 3.000 2,000.5 137,044 511.15 3.000 210.2 55,517 522.60 2.100 60.9

2017-IV...... 1,854,159 361.52 3.000 2,010.9 137,624 512.98 3.000 211.8 42,116 518.95 3.100 67.8

2018-I......... 1,853,594 371.25 3.000 2,064.5 138,119 527.78 3.000 218.7 72,326 535.76 3.050 118.2

2018-II ....... 1,856,442 371.04 3.000 2,066.5 138,728 527.63 3.000 219.6 84,067 538.11 3.350 151.5

2018-III...... 1,859,289 373.84 3.000 2,085.3 139,337 530.24 3.000 221.6 57,214 545.54 2.100 65.5

2018-IV...... 1,860,486 375.68 3.000 2,096.8 139,873 532.21 3.000 223.3 43,450 541.69 3.100 73.0

2019-I......... 1,860,477 385.87 3.000 2,153.7 140,327 547.64 3.000 230.5 74,492 559.19 3.050 127.0

2019-II ....... 1,864,664 385.72 3.000 2,157.7 140,906 547.59 3.000 231.5 86,323 561.53 3.350 162.4

2019-III...... 1,868,851 388.69 3.000 2,179.2 141,486 550.37 3.000 233.6 58,553 569.11 2.100 70.0

2019-IV...... 1,871,361 390.65 3.000 2,193.1 141,991 552.49 3.000 235.3 44,222 564.87 3.100 77.4
DI Dollars

213

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 .............................. 1,403,175 $110.14 11.209 $1,732.3

1985 .............................. 940,321 138.79 11.883 1,550.8

1986 .............................. 972,712 140.90 11.847 1,623.6

1987 .............................. 983,571 141.28 11.874 1,650.0

1988 .............................. 983,501 146.09 11.860 1,704.0

1989 .............................. 971,930 150.90 11.858 1,739.2

1990 .............................. 987,988 156.15 11.857 1,829.2

1991 .............................. 1,027,712 163.06 11.870 1,989.2

1992 .............................. 1,111,866 166.61 11.874 2,199.6

1993 .............................. 1,215,785 169.67 11.874 2,449.4

1994 .............................. 1,318,569 172.85 11.857 2,702.4

1995 .............................. 1,396,116 178.31 11.886 2,958.8

1996 .............................. 1,455,305 187.45 11.870 3,238.1

1997 .............................. 1,450,171 196.02 11.937 3,393.3

1998 .............................. 1,453,270 203.38 11.921 3,523.6

1999 .............................. 1,467,537 209.74 11.918 3,668.2

2000 .............................. 1,475,779 217.79 11.947 3,840.0

2001 .............................. 1,479,964 229.54 11.940 4,056.0

2002 .............................. 1,504,613 239.61 11.955 4,310.0

2003 .............................. 1,554,926 246.46 11.944 4,577.2

2004 .............................. 1,594,116 255.37 11.933 4,857.7

2005 .............................. 1,623,582 268.08 11.823 5,146.1

2006 .............................. 1,642,769 279.87 11.982 5,509.0

2007 .............................. 1,662,203 290.97 11.959 5,784.0

2008 .............................. 1,683,215 299.28 11.934 6,012.0

2009 .............................. 1,724,766 317.92 11.922 6,537.2

2010-I............................ 1,763,003 318.23 2.998 1,682.2

2010-II .......................... 1,795,084 316.86 3.021 1,718.6

2010-III ......................... 1,798,771 312.79 2.961 1,665.9

2010-IV......................... 1,811,324 312.19 3.003 1,698.3

2011-I............................ 1,863,446 312.77 3.003 1,750.2

2011-II........................... 1,894,247 312.33 3.022 1,787.8

2011-III ......................... 1,884,490 312.36 2.962 1,743.4

2011-IV......................... 1,886,593 312.05 3.003 1,767.9

2012-I............................ 1,932,834 316.50 3.003 1,836.9

2012-II .......................... 1,961,470 316.24 3.021 1,873.8

2012-III ......................... 1,950,144 316.48 2.963 1,828.9

2012-IV......................... 1,950,476 316.34 3.003 1,852.9

2013-I............................ 1,991,665 324.75 3.003 1,942.0

2013-II .......................... 2,010,730 324.57 3.020 1,970.8

2013-III ......................... 1,991,489 324.98 2.966 1,919.3

2013-IV......................... 1,983,543 325.04 3.003 1,935.9

2014-I............................ 2,016,806 334.82 3.002 2,027.4

2014-II .......................... 2,032,811 334.88 3.019 2,055.0

2014-III ......................... 2,012,368 335.54 2.967 2,003.4

2014-IV......................... 2,002,605 335.82 3.003 2,019.3

2015-I............................ 2,032,802 346.43 3.002 2,114.3

2015-II .......................... 2,047,546 346.67 3.019 2,142.7

2015-III ......................... 2,026,098 347.48 2.967 2,088.9

2015-IV......................... 2,015,246 347.92 3.003 2,105.2

2016-I............................ 2,044,440 359.11 3.002 2,204.3

2016-II .......................... 2,058,687 359.54 3.019 2,234.5

2016-III ......................... 2,036,315 360.46 2.967 2,177.5

2016-IV......................... 2,024,678 361.01 3.003 2,194.8

2017-I............................ 2,053,936 372.84 3.002 2,299.2

2017-II .......................... 2,068,564 373.43 3.019 2,332.3

2017-III ......................... 2,045,729 374.42 2.966 2,271.6

2017-IV......................... 2,033,899 375.04 3.003 2,290.5

2018-I............................ 2,064,039 387.48 3.003 2,401.3

2018-II .......................... 2,079,237 388.21 3.020 2,437.6

2018-III ......................... 2,055,840 389.26 2.965 2,372.4

2018-IV......................... 2,043,809 389.93 3.003 2,393.1

2019-I............................ 2,075,296 403.01 3.003 2,511.3

2019-II .......................... 2,091,893 403.85 3.020 2,551.6

2019-III ......................... 2,068,890 404.89 2.964 2,482.8

2019-IV......................... 2,057,575 405.57 3.003 2,505.9
Benefit Payments

214

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 weighted average of factors that remove COLAs from retroactive benefits in years prior to the year of award. It is the ratio of average benefit

over the entire period of retroactivity to the benefit at date of award. The weights using in the averaging are estimated from SSA administrative data.

• Residual factor computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit awarded 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 non-current-payment benefits for disabled workers computed as number of awards times average benefit awarded times average number of months of retroactivity per award times benefit

increase factor times residual factor. 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 2010 Trustees Report intermediate set of assumptions.

Table III.D18.—DI Non-Current-Payment Benefits, Other Than Benefits Due to AERO

(Calendar years 1980-2019)

[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

Residual

factor

Noncurrentpayment

benefits

Ratio to

amount for

disabled

worker

(percent)

Noncurrentpayment

benefits

Ratio to

amount for

disabled

worker

(percent)

Noncurrentpayment

Number benefits

Average

benefit

1980 ........... 420,276 $398.85 6.472 0.948 0.887 $914.0 6.25 $57.1 27.44 $250.6 $1,221.7

1981 ........... 381,016 429.12 7.264 .959 .914 1,054.5 5.64 59.2 24.67 258.5 1,372.2

1982 ........... 336,055 443.74 7.535 .972 .887 978.8 5.35 52.2 20.32 197.8 1,228.8

1983 ........... 428,461 446.46 7.708 .966 1.066 1,545.2 4.91 75.4 15.93 244.9 1,865.5

1984 ........... 409,970 458.44 8.335 .966 1.009 1,552.1 4.40 68.0 15.52 240.9 1,861.0

1985 ........... 416,103 473.65 8.497 .970 1.020 1,678.9 4.23 71.0 15.31 257.7 2,007.6

1986 ........... 424,877 478.30 9.054 .987 .998 1,833.0 3.84 70.3 14.52 266.6 2,170.0

1987 ........... 420,295 508.04 9.178 .960 1.017 1,944.0 3.58 69.7 14.15 276.4 2,290.1

1988 ........... 415,331 538.08 9.191 .962 1.024 2,045.4 3.38 69.1 14.37 294.5 2,409.0

1989 ........... 430,678 565.49 9.442 .955 .957 2,151.2 3.10 66.0 13.83 296.6 2,513.8

1990 ........... 472,103 597.61 9.481 .949 .957 2,470.4 2.81 69.1 13.38 330.0 2,869.4

1991 ........... 540,794 614.80 9.834 .964 .932 2,982.9 2.56 76.0 12.91 385.0 3,443.9

1992 ........... 642,089 619.96 10.275 .971 .904 3,623.4 2.31 83.3 12.79 463.4 4,170.1

1993 ........... 637,388 638.37 10.477 .975 .957 4,012.4 1.79 71.9 16.55 663.1 4,747.4

1994 ........... 631,873 666.19 10.706 .973 .943 4,185.0 1.70 71.0 17.41 725.3 4,981.3

1995 ........... 645,645 693.79 10.775 .975 .896 4,318.2 1.52 65.3 17.53 752.0 5,135.4

1996 ........... 624,254 714.40 10.881 .972 .961 4,590.0 1.18 54.0 17.37 795.7 5,439.7

1997 ........... 587,700 734.09 10.507 .979 .816 3,672.5 1.02 37.4 19.25 704.6 4,414.5

1998 ........... 608,382 747.42 11.405 .964 .725 3,678.6 .92 33.8 19.80 725.9 4,438.3

1999 ........... 620,559 783.47 10.899 .958 .849 4,366.0 .78 34.2 17.69 771.3 5,171.5

2000 ........... 621,316 835.44 10.560 .944 .938 4,923.5 .70 34.5 16.87 829.8 5,787.8

2001 ........... 690,503 868.97 12.274 .939 .802 5,622.0 .57 32.3 15.32 861.3 6,515.6

2002 ........... 750,003 897.99 12.400 .954 .869 6,994.4 .58 40.5 14.66 1,026.5 8,061.4

2003 ........... 777,460 936.45 13.317 .952 .790 7,371.6 .55 40.6 14.70 1,086.4 8,498.6

2004 ........... 795,775 968.04 14.039 .943 .877 9,043.4 .53 48.3 13.26 1,204.6 10,296.4

2005 ........... 829,683 1,000.21 14.767 .923 .871 9,923.0 .52 51.9 13.92 1,384.4 11,359.4

2006 ........... 803,806 1,027.58 15.079 .919 .851 9,802.9 .51 50.1 14.38 1,413.6 11,266.5

2007 ........... 818,464 1,050.37 15.289 .934 .806 9,960.9 .45 45.4 14.68 1,467.0 11,473.4

2008 ........... 890,390 1,111.97 15.092 .907 .811 11,079.0 .42 47.1 14.87 1,651.8 12,777.8

2009 ........... 984,524 1,117.18 14.543 .945 .846 12,885.8 .37 48.7 12.81 1,657.0 14,591.5

2010 ........... 1,091,310 1,121.11 13.706 .959 .837 13,522.7 .45 61.9 14.13 1,915.9 15,500.5

2011 ........... 1,057,716 1,146.01 12.988 .962 .837 12,785.7 .45 58.6 14.13 1,812.0 14,656.3

2012 ........... 1,042,815 1,184.89 12.795 .951 .837 12,684.8 .45 58.2 14.13 1,798.0 14,541.0

2013 ........... 955,067 1,232.79 12.602 .940 .837 11,808.8 .45 54.2 14.13 1,674.6 13,537.6

2014 ........... 921,333 1,285.54 12.409 .934 .837 11,662.4 .45 53.6 14.13 1,654.2 13,370.2

2015 ........... 906,133 1,340.28 12.408 .931 .837 11,964.2 .45 55.0 14.13 1,697.2 13,716.4

2016 ........... 900,939 1,398.75 12.409 .929 .837 12,432.7 .45 57.1 14.13 1,763.7 14,253.5

2017 ........... 901,221 1,459.90 12.409 .928 .837 12,986.2 .45 59.7 14.13 1,842.2 14,888.0

2018 ........... 907,261 1,523.42 12.409 .927 .837 13,639.3 .45 62.7 14.13 1,934.8 15,636.8

2019 ........... 915,005 1,588.31 12.409 .926 .837 14,342.8 .45 65.9 14.13 2,034.5 16,443.2
DI Dollars

215

Sources:

• Number and average benefit to disabled workers in current-payment status shown earlier.

• Total amount paid to disabled workers calculated as number in current-payment status times average benefit.

• Historical ratio is calculated as AERO benefits divided by total amount paid to disabled workers. Projected ratio is estimated at a level equal to the ratio in the last historical year.

• Historical AERO benefits from unpublished monthly reports generated at time of AERO computer run; projected AERO benefits calculated as the ratio times the total amount paid

to disabled workers.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.D19.—Total AERO Benefits to DI Beneficiaries

(Calendar years 1999-2019)

[Amounts in millions]

Disabled workers beginning of year Total DI AERO benefits DI AERO benefits by beneficiary type

Year Numbera

a Number in current-payment status.

Average benefit Total amount

Ratio to disabled 

worker amountb

b Total AERO benefits as a ratio of the estimated amount paid to disabled workers.

Amount

Disabled 

workers Spouses Children

1999 .............................. 4,690,942 $733.01 $3,438.5 0.019 $65.5 $56.0 $0.6 $8.9

2000 .............................. 4,870,196 754.04 3,672.3 .022 79.1 67.8 .5 10.8

2001 .............................. 5,035,646 786.37 3,959.9 .021 85.1 73.3 .5 11.3

2002 .............................. 5,267,825 814.43 4,290.3 .021 88.2 75.6 .5 12.0

2003 .............................. 5,539,436 834.30 4,621.6 .020 91.8 76.9 .9 14.0

2004 .............................. 5,868,620 861.53 5,056.0 .024 120.0 100.2 1.3 18.5

2005 .............................. 6,198,224 894.13 5,542.0 .015 83.6 69.4 .8 13.3

2006 .............................. 6,518,989 938.14 6,115.7 .013 80.0 65.6 .8 13.6

2007 .............................. 6,806,918 977.82 6,656.0 .014 90.4 74.1 .8 15.4

2008 .............................. 7,098,723 1,004.09 7,127.8 .014 99.0 81.7 .7 16.6

2009 .............................. 7,426,691 1,063.14 7,895.6 .016 122.8 102.6 .9 19.3

2010 .............................. 7,788,019 1,064.31 8,288.9 .016 128.9 107.7 .9 20.2

2011 .............................. 8,227,217 1,068.49 8,790.7 .016 136.7 114.3 1.0 21.4

2012 .............................. 8,628,115 1,086.04 9,370.5 .016 145.7 121.9 1.1 22.8

2013 .............................. 8,929,381 1,117.01 9,974.2 .016 155.1 129.7 1.1 24.3

2014 .............................. 9,083,167 1,152.46 10,468.0 .016 162.8 136.1 1.2 25.5

2015 .............................. 9,200,656 1,191.41 10,961.8 .016 170.5 142.6 1.3 26.7

2016 .............................. 9,289,801 1,232.92 11,453.6 .016 178.1 149.0 1.3 27.9

2017 .............................. 9,368,266 1,277.28 11,965.9 .016 186.1 155.6 1.4 29.1

2018 .............................. 9,428,870 1,324.43 12,487.9 .016 194.2 162.4 1.4 30.4

2019 .............................. 9,483,287 1,374.42 13,034.0 .016 202.7 169.5 1.5 31.7
Benefit Payments

216

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.D20.—DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

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 18,053.4 462.0 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 27,855.8 489.2 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 ........... 48,624.4 5,622.0 54,246.4 383.3 32.3 415.6 4,056.0 861.3 4,917.3 53,063.7 6,515.6 59,579.3

2002 ........... 52,891.7 6,994.4 59,886.1 382.3 40.5 422.8 4,310.0 1,026.5 5,336.5 57,584.0 8,061.4 65,645.5

2003 ........... 57,439.6 7,371.6 64,811.2 390.2 40.6 430.8 4,577.2 1,086.4 5,663.6 62,407.0 8,498.6 70,905.7

2004 ........... 62,642.0 9,043.4 71,685.4 406.3 48.3 454.6 4,857.7 1,204.6 6,062.3 67,905.9 10,296.4 78,202.3

2005 ........... 68,457.6 9,923.0 78,380.6 431.4 51.9 483.3 5,146.1 1,384.4 6,530.5 74,035.0 11,359.4 85,394.4

2006 ........... 75,149.6 9,802.9 84,952.5 459.2 50.1 509.3 5,509.0 1,413.6 6,922.5 81,117.7 11,266.5 92,384.2

2007 ........... 81,353.5 9,960.9 91,314.5 474.9 45.4 520.3 5,784.0 1,467.0 7,251.0 87,612.4 11,473.4 99,085.8

2008 ........... 87,024.5 11,079.0 98,103.5 487.0 47.1 534.1 6,012.0 1,651.8 7,663.8 93,523.6 12,777.8 106,301.4

2009 ........... 96,663.0 12,885.8 109,548.8 536.9 48.7 585.6 6,537.2 1,657.0 8,194.2 103,737.1 14,591.5 118,328.6

2010-I......... 24,968.6 2,988.9 27,957.5 135.7 10.0 145.7 1,682.2 422.7 2,104.9 26,786.4 3,421.6 30,208.0

2010-II ....... 25,334.7 3,507.2 28,841.9 137.1 17.0 154.1 1,718.6 493.2 2,211.8 27,190.4 4,017.5 31,207.8

2010-III...... 25,718.7 3,497.2 29,216.0 140.3 17.3 157.6 1,665.9 496.8 2,162.7 27,525.0 4,011.3 31,536.3

2010-IV...... 26,111.8 3,529.4 29,641.2 142.3 17.6 159.9 1,698.3 503.1 2,201.4 27,952.4 4,050.1 32,002.5

2011-I......... 26,485.8 3,168.2 29,654.0 143.1 14.4 157.5 1,750.2 447.7 2,197.9 28,379.0 3,630.2 32,009.3

2011-II ....... 26,832.5 3,175.0 30,007.6 143.9 14.5 158.4 1,787.8 449.3 2,237.2 28,764.3 3,638.9 32,403.2

2011-III ...... 27,189.2 3,168.5 30,357.6 145.8 14.4 160.2 1,743.4 447.7 2,191.1 29,078.3 3,630.6 32,709.0

2011-IV...... 27,543.4 3,274.1 30,817.4 147.0 15.3 162.2 1,767.9 467.2 2,235.1 29,458.2 3,756.5 33,214.7

2012-I......... 28,199.6 3,141.1 31,340.7 148.9 14.3 163.2 1,836.9 443.9 2,280.7 30,185.4 3,599.2 33,784.6

2012-II ....... 28,469.8 3,148.4 31,618.2 149.5 14.4 163.9 1,873.8 445.6 2,319.4 30,493.1 3,608.4 34,101.6

2012-III...... 28,751.0 3,141.4 31,892.4 151.1 14.3 165.4 1,828.9 443.9 2,272.8 30,731.0 3,599.6 34,330.6

2012-IV...... 29,031.9 3,253.9 32,285.8 152.1 15.2 167.3 1,852.9 464.6 2,317.5 31,036.9 3,733.8 34,770.7

2013-I......... 29,970.8 2,920.1 32,890.9 155.5 13.3 168.8 1,942.0 412.6 2,354.7 32,068.3 3,346.0 35,414.3

2013-II ....... 30,122.2 2,927.9 33,050.1 155.1 13.4 168.5 1,970.8 414.5 2,385.3 32,248.1 3,355.8 35,603.9

2013-III...... 30,287.6 2,920.5 33,208.0 155.9 13.3 169.1 1,919.3 412.7 2,332.0 32,362.7 3,346.5 35,709.2

2013-IV...... 30,457.5 3,040.3 33,497.8 156.1 14.2 170.3 1,935.9 434.8 2,370.6 32,549.5 3,489.3 36,038.8

2014-I......... 31,446.1 2,881.9 34,328.0 159.5 13.1 172.6 2,027.4 407.2 2,434.6 33,633.0 3,302.3 36,935.2

2014-II ....... 31,579.9 2,890.1 34,470.1 159.1 13.2 172.3 2,055.0 409.2 2,464.2 33,793.9 3,312.6 37,106.5

2014-III...... 31,727.6 2,882.3 34,609.9 159.8 13.1 172.9 2,003.4 407.3 2,410.7 33,890.8 3,302.7 37,193.6

2014-IV...... 31,879.9 3,008.1 34,888.0 160.0 14.1 174.1 2,019.3 430.5 2,449.8 34,059.2 3,452.6 37,511.8

2015-I......... 32,923.1 2,955.8 35,878.9 163.6 13.4 177.0 2,114.3 417.7 2,532.0 35,201.1 3,386.9 38,588.0

2015-II ....... 33,044.4 2,964.4 36,008.8 163.2 13.6 176.7 2,142.7 419.7 2,562.4 35,350.2 3,397.7 38,747.9

2015-III...... 33,180.3 2,956.2 36,136.5 163.9 13.5 177.4 2,088.9 417.7 2,506.7 35,433.2 3,387.4 38,820.5

2015-IV...... 33,321.6 3,087.9 36,409.4 164.2 14.5 178.7 2,105.2 442.0 2,547.3 35,591.0 3,544.4 39,135.3

2016-I......... 34,400.0 3,071.3 37,471.4 167.9 14.0 181.9 2,204.3 434.0 2,638.3 36,772.3 3,519.3 40,291.6

2016-II ....... 34,525.8 3,080.3 37,606.1 167.7 14.1 181.8 2,234.5 436.2 2,670.6 36,928.0 3,530.6 40,458.5

2016-III...... 34,666.7 3,071.7 37,738.4 168.6 14.0 182.6 2,177.5 434.1 2,611.6 37,012.8 3,519.8 40,532.6

2016-IV...... 34,813.0 3,209.3 38,022.3 168.9 15.1 184.0 2,194.8 459.4 2,654.2 37,176.7 3,683.8 40,860.6

2017-I......... 35,935.7 3,208.1 39,143.8 173.0 14.6 187.6 2,299.2 453.3 2,752.5 38,407.9 3,676.0 42,083.9

2017-II ....... 36,057.8 3,217.4 39,275.2 172.9 14.7 187.6 2,332.3 455.6 2,787.9 38,563.0 3,687.7 42,250.8

2017-III...... 36,195.2 3,208.5 39,403.7 174.0 14.6 188.7 2,271.6 453.4 2,725.0 38,640.9 3,676.5 42,317.3

2017-IV...... 36,338.0 3,352.2 39,690.2 174.6 15.8 190.3 2,290.5 479.9 2,770.4 38,803.0 3,847.8 42,650.8

2018-I......... 37,503.6 3,369.7 40,873.3 178.9 15.3 194.2 2,401.3 476.2 2,877.5 40,083.8 3,861.1 43,945.0

2018-II ....... 37,632.2 3,379.4 41,011.6 179.0 15.5 194.5 2,437.6 478.5 2,916.1 40,248.8 3,873.4 44,122.2

2018-III...... 37,776.6 3,370.1 41,146.7 180.4 15.3 195.8 2,372.4 476.2 2,848.7 40,329.5 3,861.7 44,191.2

2018-IV...... 37,926.4 3,520.1 41,446.5 181.1 16.5 197.7 2,393.1 503.9 2,897.0 40,500.7 4,040.5 44,541.2

2019-I......... 39,145.1 3,543.8 42,688.8 185.8 16.1 201.9 2,511.3 500.8 3,012.0 41,842.2 4,060.6 45,902.8

2019-II ....... 39,283.4 3,554.0 42,837.4 186.2 16.3 202.4 2,551.6 503.2 3,054.8 42,021.2 4,073.5 46,094.7

2019-III...... 39,438.2 3,544.2 42,982.4 187.8 16.1 203.9 2,482.8 500.8 2,983.7 42,108.7 4,061.2 46,169.9

2019-IV...... 39,598.1 3,700.8 43,298.9 188.7 17.4 206.0 2,505.9 529.7 3,035.6 42,292.7 4,247.9 46,540.5
DI Dollars

217

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.D21.—DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

Male disabled workers Female disabled workers

Current-payment Non-current-payment Total Current-payment Non-current-payment Total

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.............................. 30,740.9 3,553.8 34,294.7 17,883.5 2,068.2 19,951.7

2002.............................. 33,039.3 4,369.1 37,408.4 19,852.4 2,625.3 22,477.7

2003.............................. 35,531.8 4,560.6 40,092.4 21,907.8 2,811.0 24,718.8

2004.............................. 38,410.5 5,545.5 43,956.0 24,231.5 3,497.9 27,729.4

2005.............................. 41,601.6 6,030.7 47,632.3 26,856.0 3,892.3 30,748.3

2006.............................. 45,337.6 5,914.4 51,252.0 29,812.0 3,888.4 33,700.4

2007.............................. 48,704.5 5,963.2 54,667.8 32,649.0 3,997.7 36,646.7

2008.............................. 51,696.9 6,581.5 58,278.5 35,327.6 4,497.4 39,825.0

2009.............................. 57,042.6 7,603.8 64,646.4 39,620.4 5,282.0 44,902.4

2010-I........................... 14,688.4 1,758.3 16,446.7 10,280.2 1,230.6 11,510.8

2010-II.......................... 14,885.6 2,093.9 16,979.5 10,449.1 1,413.3 11,862.4

2010-III ........................ 15,086.7 2,092.3 17,179.0 10,632.0 1,405.0 12,037.0

2010-IV ........................ 15,293.4 2,113.2 17,406.6 10,818.4 1,416.2 12,234.5

2011-I ........................... 15,491.8 1,901.2 17,392.9 10,994.0 1,267.0 12,261.0

2011-II.......................... 15,678.8 1,905.2 17,584.0 11,153.7 1,269.9 12,423.6

2011-III ........................ 15,870.3 1,901.3 17,771.6 11,318.9 1,267.1 12,586.0

2011-IV ........................ 16,060.9 1,962.9 18,023.8 11,482.5 1,311.2 12,793.7

2012-I........................... 16,426.9 1,878.3 18,305.2 11,772.7 1,262.7 13,035.5

2012-II.......................... 16,566.4 1,882.6 18,448.9 11,903.5 1,265.8 13,169.3

2012-III ........................ 16,710.7 1,878.5 18,589.2 12,040.3 1,262.9 13,303.2

2012-IV ........................ 16,855.6 1,943.9 18,799.4 12,176.3 1,310.1 13,486.4

2013-I........................... 17,381.3 1,741.2 19,122.5 12,589.4 1,178.9 13,768.4

2013-II.......................... 17,448.0 1,745.7 19,193.7 12,674.2 1,182.2 13,856.4

2013-III ........................ 17,521.2 1,741.4 19,262.6 12,766.3 1,179.1 13,945.4

2013-IV ........................ 17,598.0 1,810.6 19,408.6 12,859.6 1,229.7 14,089.2

2014-I........................... 18,148.0 1,714.8 19,862.9 13,298.0 1,167.1 14,465.2

2014-II.......................... 18,205.4 1,719.6 19,925.0 13,374.5 1,170.6 14,545.1

2014-III ........................ 18,269.1 1,715.0 19,984.2 13,458.5 1,167.3 14,625.8

2014-IV ........................ 18,336.3 1,787.4 20,123.7 13,543.6 1,220.7 14,764.3

2015-I........................... 18,915.8 1,754.3 20,670.2 14,007.3 1,201.5 15,208.8

2015-II.......................... 18,965.5 1,759.3 20,724.8 14,078.8 1,205.1 15,284.0

2015-III ........................ 19,021.9 1,754.5 20,776.4 14,158.4 1,201.6 15,360.1

2015-IV ........................ 19,082.1 1,829.9 20,912.0 14,239.5 1,257.9 15,497.4

2016-I........................... 19,679.2 1,818.2 21,497.4 14,720.8 1,253.2 15,974.0

2016-II.......................... 19,732.1 1,823.3 21,555.4 14,793.7 1,257.0 16,050.7

2016-III ........................ 19,791.7 1,818.4 21,610.1 14,875.0 1,253.3 16,128.4

2016-IV ........................ 19,855.1 1,896.9 21,752.0 14,957.9 1,312.4 16,270.3

2017-I........................... 20,475.8 1,893.8 22,369.6 15,459.9 1,314.3 16,774.2

2017-II.......................... 20,527.2 1,899.1 22,426.3 15,530.6 1,318.3 16,848.9

2017-III ........................ 20,585.3 1,894.0 22,479.3 15,609.9 1,314.4 16,924.4

2017-IV ........................ 20,647.1 1,975.7 22,622.8 15,690.9 1,376.5 17,067.4

2018-I........................... 21,290.4 1,983.9 23,274.3 16,213.2 1,385.8 17,599.0

2018-II.......................... 21,346.1 1,989.4 23,335.6 16,286.1 1,390.0 17,676.1

2018-III ........................ 21,408.7 1,984.1 23,392.9 16,367.9 1,386.0 17,753.9

2018-IV ........................ 21,475.1 2,069.1 23,544.2 16,451.4 1,451.0 17,902.4

2019-I........................... 22,146.7 2,080.8 24,227.5 16,998.3 1,463.0 18,461.3

2019-II.......................... 22,208.1 2,086.5 24,294.6 17,075.3 1,467.4 18,542.8

2019-III ........................ 22,276.4 2,081.0 24,357.4 17,161.8 1,463.2 18,625.0

2019-IV ........................ 22,348.3 2,169.4 24,517.7 17,249.8 1,531.4 18,781.2
Benefit Payments

218

b

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.D22.—DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar 

period

Young wives

of disabled workers

Young husbandsa

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

1980 ........... $473.4 $46.5 $519.9 ... ... ... $105.3 $10.3 $115.6 $2.3 $0.2 $2.5

1981 ........... 505.4 47.8 553.3 b ... b 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 b b 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 .4 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 3.8 157.0 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 ........... 214.7 18.1 232.8 3.2 .3 3.4 161.1 13.6 174.7 4.4 .4 4.8

2002 ........... 209.4 22.2 231.6 3.2 .3 3.5 164.9 17.5 182.3 4.9 .5 5.4

2003 ........... 204.3 21.3 225.6 3.2 .3 3.6 177.3 18.5 195.7 5.4 .6 6.0

2004 ........... 201.8 24.0 225.8 3.3 .4 3.7 194.9 23.2 218.1 6.2 .7 6.9

2005 ........... 198.9 23.9 222.8 3.3 .4 3.7 222.2 26.8 248.9 7.0 .8 7.9

2006 ........... 196.5 21.4 217.9 3.4 .4 3.7 251.2 27.4 278.6 8.2 .9 9.1

2007 ........... 192.2 18.4 210.5 3.4 .3 3.7 270.1 25.9 296.0 9.2 .9 10.1

2008 ........... 187.2 18.1 205.3 3.4 .3 3.7 286.2 27.7 313.8 10.3 1.0 11.3

2009 ........... 192.8 17.5 210.3 3.7 .3 4.1 328.1 29.8 357.9 12.3 1.1 13.4

2010-I......... 47.5 3.5 51.0 1.0 .1 1.1 83.8 6.2 90.0 3.3 .2 3.6

2010-II ....... 47.5 5.9 53.4 1.0 .1 1.1 85.1 10.6 95.7 3.5 .4 3.9

2010-III...... 48.2 5.9 54.2 1.0 .1 1.1 87.5 10.8 98.3 3.6 .4 4.1

2010-IV...... 48.4 6.0 54.4 1.0 .1 1.1 89.1 11.0 100.2 3.7 .5 4.2

2011-I......... 48.1 4.8 52.9 1.0 .1 1.1 90.1 9.1 99.3 3.8 .4 4.2

2011-II ....... 47.7 4.8 52.5 1.0 .1 1.1 91.4 9.2 100.6 3.9 .4 4.3

2011-III ...... 47.9 4.8 52.7 1.0 .1 1.1 92.8 9.2 102.0 4.0 .4 4.4

2011-IV...... 48.1 5.0 53.2 1.0 .1 1.1 93.8 9.7 103.4 4.1 .4 4.5

2012-I......... 48.4 4.6 53.0 1.0 .1 1.1 95.3 9.2 104.5 4.2 .4 4.6

2012-II ....... 47.9 4.6 52.6 1.1 .1 1.2 96.3 9.3 105.6 4.2 .4 4.6

2012-III...... 48.2 4.6 52.8 1.1 .1 1.2 97.5 9.2 106.7 4.3 .4 4.7

2012-IV...... 48.5 4.9 53.3 1.1 .1 1.2 98.2 9.8 108.0 4.4 .4 4.8

2013-I......... 49.3 4.2 53.4 1.1 .1 1.2 100.6 8.6 109.2 4.5 .4 4.9

2013-II ....... 48.7 4.2 52.9 1.1 .1 1.2 100.7 8.7 109.4 4.6 .4 5.0

2013-III...... 48.9 4.2 53.0 1.1 .1 1.2 101.3 8.6 109.9 4.6 .4 5.0

2013-IV...... 48.9 4.5 53.4 1.1 .1 1.2 101.3 9.2 110.6 4.7 .4 5.1

2014-I......... 49.8 4.1 53.9 1.2 .1 1.2 103.7 8.5 112.2 4.8 .4 5.2

2014-II ....... 49.3 4.1 53.4 1.2 .1 1.2 103.8 8.6 112.4 4.9 .4 5.3

2014-III...... 49.4 4.1 53.5 1.2 .1 1.3 104.3 8.6 112.8 4.9 .4 5.3

2014-IV...... 49.5 4.4 53.9 1.2 .1 1.3 104.3 9.2 113.5 4.9 .4 5.4

2015-I......... 50.5 4.1 54.6 1.2 .1 1.3 106.8 8.8 115.6 5.1 .4 5.5

2015-II ....... 50.0 4.2 54.1 1.2 .1 1.3 106.9 8.9 115.8 5.1 .4 5.6

2015-III...... 50.2 4.1 54.3 1.2 .1 1.3 107.4 8.8 116.2 5.2 .4 5.6

2015-IV...... 50.3 4.5 54.8 1.2 .1 1.3 107.4 9.5 116.9 5.2 .5 5.7

2016-I......... 51.4 4.2 55.6 1.2 .1 1.3 110.0 9.2 119.1 5.4 .4 5.8

2016-II ....... 50.9 4.3 55.2 1.2 .1 1.3 110.1 9.3 119.4 5.4 .5 5.8

2016-III...... 51.2 4.3 55.4 1.3 .1 1.4 110.7 9.2 119.9 5.4 .5 5.9

2016-IV...... 51.4 4.6 56.0 1.3 .1 1.4 110.8 9.9 120.7 5.5 .5 6.0

2017-I......... 52.5 4.4 56.9 1.3 .1 1.4 113.6 9.6 123.1 5.6 .5 6.1

2017-II ....... 52.1 4.5 56.5 1.3 .1 1.4 113.9 9.7 123.6 5.7 .5 6.1

2017-III...... 52.5 4.4 56.9 1.3 .1 1.4 114.6 9.6 124.2 5.7 .5 6.2

2017-IV...... 52.7 4.8 57.5 1.3 .1 1.4 114.8 10.4 125.1 5.7 .5 6.3

2018-I......... 54.0 4.6 58.6 1.3 .1 1.5 117.7 10.1 127.8 5.9 .5 6.4

2018-II ....... 53.6 4.6 58.2 1.3 .1 1.5 118.1 10.2 128.3 6.0 .5 6.5

2018-III...... 54.1 4.6 58.7 1.4 .1 1.5 119.0 10.1 129.1 6.0 .5 6.5

2018-IV...... 54.4 5.0 59.4 1.4 .1 1.5 119.3 10.9 130.2 6.0 .6 6.6

2019-I......... 55.7 4.8 60.6 1.4 .1 1.5 122.5 10.6 133.1 6.2 .5 6.8

2019-II ....... 55.4 4.9 60.3 1.4 .1 1.5 123.0 10.7 133.8 6.3 .5 6.8

2019-III...... 56.0 4.8 60.8 1.4 .1 1.6 124.0 10.6 134.7 6.3 .5 6.9

2019-IV...... 56.4 5.2 61.6 1.4 .1 1.6 124.4 11.5 135.9 6.4 .6 6.9

a This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. b Less than $50,000.
DI Dollars

219

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.D23.—DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

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........... 3,680.0 781.5 4,461.5 225.6 47.9 273.5 150.4 31.9 182.3

2002........... 3,902.8 929.9 4,832.7 240.0 57.2 297.2 167.2 39.4 206.6

2003........... 4,132.5 980.2 5,112.7 256.8 60.9 317.7 187.9 45.3 233.2

2004........... 4,379.2 1,085.3 5,464.5 277.2 68.7 345.9 201.3 50.6 251.9

2005........... 4,660.2 1,253.6 5,913.7 301.5 81.1 382.6 184.4 49.8 234.2

2006........... 4,951.6 1,270.2 6,221.8 332.7 85.3 418.1 224.6 58.1 282.7

2007........... 5,179.8 1,313.9 6,493.6 364.8 92.6 457.4 239.4 60.5 300.0

2008........... 5,346.0 1,468.3 6,814.3 404.5 111.2 515.7 261.6 72.3 333.8

2009........... 5,778.6 1,465.2 7,243.8 463.6 117.5 581.1 295.1 74.2 369.3

2010-I........ 1,473.1 370.2 1,843.3 120.5 30.3 150.8 88.5 22.3 110.8

2010-II....... 1,480.0 435.5 1,915.5 121.7 35.8 157.4 116.9 22.0 138.9

2010-III ..... 1,491.9 438.2 1,930.1 123.6 36.4 160.0 50.4 22.2 72.6

2010-IV ..... 1,512.8 443.5 1,956.3 127.7 37.4 165.1 57.8 22.3 80.1

2011-I ........ 1,521.8 392.4 1,914.2 131.1 34.5 165.5 97.3 20.8 118.1

2011-II....... 1,531.6 393.8 1,925.4 133.8 34.6 168.4 122.4 20.9 143.4

2011-III ..... 1,554.2 392.4 1,946.6 137.2 34.5 171.7 52.0 20.8 72.8

2011-IV ..... 1,571.2 409.7 1,980.9 140.5 36.0 176.5 56.3 21.5 77.7

2012-I........ 1,595.8 388.4 1,984.2 144.9 35.8 180.7 96.1 19.7 115.8

2012-II....... 1,604.3 389.9 1,994.2 147.4 36.0 183.3 122.1 19.8 141.9

2012-III ..... 1,626.0 388.4 2,014.4 150.6 35.8 186.5 52.3 19.7 72.0

2012-IV ..... 1,641.9 406.8 2,048.7 153.7 37.5 191.2 57.3 20.3 77.6

2013-I........ 1,684.3 360.7 2,044.9 159.8 34.6 194.4 98.0 17.4 115.3

2013-II....... 1,687.0 362.3 2,049.3 161.5 34.8 196.3 122.3 17.5 139.8

2013-III ..... 1,703.6 360.7 2,064.3 164.1 34.6 198.7 51.6 17.4 68.9

2013-IV ..... 1,714.5 380.3 2,094.8 166.5 36.5 203.0 54.8 18.0 72.8

2014-I........ 1,759.6 355.8 2,115.4 172.7 35.2 208.0 95.0 16.2 111.3

2014-II....... 1,760.5 357.4 2,117.9 174.0 35.4 209.5 120.5 16.4 136.8

2014-III ..... 1,775.6 355.8 2,131.4 176.3 35.2 211.5 51.5 16.2 67.7

2014-IV ..... 1,784.8 376.3 2,161.1 178.3 37.3 215.6 56.2 16.9 73.1

2015-I........ 1,831.9 364.1 2,196.1 184.6 37.0 221.6 97.8 16.6 114.4

2015-II....... 1,832.3 365.9 2,198.2 185.7 37.1 222.8 124.7 16.7 141.4

2015-III ..... 1,847.5 364.2 2,211.7 187.8 37.0 224.7 53.7 16.6 70.2

2015-IV ..... 1,856.5 385.6 2,242.1 189.6 39.1 228.7 59.2 17.3 76.4

2016-I........ 1,905.2 377.5 2,282.7 196.0 39.0 235.0 103.1 17.5 120.6

2016-II....... 1,905.7 379.3 2,285.0 196.9 39.2 236.2 131.9 17.6 149.5

2016-III ..... 1,921.6 377.5 2,299.2 198.9 39.0 238.0 56.9 17.5 74.4

2016-IV ..... 1,931.1 399.8 2,331.0 200.6 41.4 242.0 63.0 18.2 81.3

2017-I........ 1,982.0 393.3 2,375.3 207.3 41.3 248.6 110.0 18.7 128.7

2017-II....... 1,983.2 395.2 2,378.4 208.2 41.5 249.7 140.9 18.9 159.8

2017-III ..... 2,000.5 393.4 2,393.9 210.2 41.3 251.4 60.9 18.7 79.6

2017-IV ..... 2,010.9 416.6 2,427.6 211.8 43.7 255.5 67.8 19.5 87.3

2018-I........ 2,064.5 412.1 2,476.6 218.7 43.8 262.5 118.2 20.2 138.4

2018-II....... 2,066.5 414.1 2,480.6 219.6 44.0 263.6 151.5 20.4 171.9

2018-III ..... 2,085.3 412.2 2,497.5 221.6 43.8 265.4 65.5 20.2 85.8

2018-IV ..... 2,096.8 436.4 2,533.2 223.3 46.4 269.7 73.0 21.1 94.0

2019-I........ 2,153.7 432.6 2,586.3 230.5 46.4 276.9 127.0 21.8 148.8

2019-II....... 2,157.7 434.7 2,592.4 231.5 46.6 278.1 162.4 21.9 184.3

2019-III ..... 2,179.2 432.7 2,611.9 233.6 46.4 280.0 70.0 21.8 91.7

2019-IV ..... 2,193.1 457.9 2,651.1 235.3 49.1 284.4 77.4 22.7 100.1
Benefit Payments

220

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 Automatic Cost-of-Living

Adjustment (COLA) and benefit recomputations, and then

further adjusted by adding in the effects on benefits of 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 year of eligibility. For this purpose, those

who were age 62 in their year of eligibility, for each sex, are

grouped by single year of duration, for durations 1 through 9,

and durations of 10 years or longer are grouped into one category. Those who were less than age 62 in the year of eligibility, because they were prior disabled worker beneficiaries,

are handled as a single separate group, for each sex.

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 retired workers

increases each year by the amount of the automatic benefit

increase (if non-zero), 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 retired workers 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

retired workers.

The average benefit in current-payment status for each type

of family member of a retired worker is projected based on

the historical relationship of the average benefit for that family member type to the average retired worker benefit. Tables

III.E2 and III.E3 show the annual projection of average benefits in current-payment 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 retired workers, and

the average for young and aged husbands to the average for

female retired workers, are projected by regression equations. In addition, the factors are constrained to minimum

and maximum values, based on judgment, to prevent them

from increasing (or decreasing) to unreasonable levels. For

the 2010 Trustees Report, the average benefits for young

wives and husbands relative to the average retired worker

benefit are limited to maximums of 41.0 and 49.9 percent,

respectively. For aged wives and husbands, the ratios are

similarly limited but do not reach their limits.

The regressions for the four spouse beneficiary types are as

follows:

• Average benefit of young wives as a percent of male

retired worker average benefit: regressed on time.

• Average benefit of young husbands as a percent of

female retired worker average benefit: regressed on the

number of young husbands, with a law-change dummy.

• Average benefit of aged wives as a percent of male

retired worker average benefit: regressed on time.

• Average benefit of aged husbands as a percent of female

retired worker average benefit: regressed on the number

of aged husbands, with a law-change dummy.

The factors relating the average benefit for minor, disabled,

and student children of retired workers to the average benefit

for male retired workers, are projected by regression equations. These factors are also constrained to prevent them

from reaching unreasonable levels. For the 2010 Trustees

Report, the average benefits for minor and student children

relative to the average male retired worker benefit are limited to a maximum of 45 and 51 percent, respectively. The

ratio for disabled children are similarly limited but does not

reach its’ limit.

The three child beneficiary types each use a regression for

child average benefit as a percentage of male retired worker

average benefit. The independent variable in each regression

is the ratio of the number of wives to the number of beneficiaries in families with a wife beneficiary (children, wives,

and retired workers).

The average benefit in force for each category of survivor

beneficiary is projected in a manner similar to that for retired

workers. The average benefit in current-payment status is

projected, in turn, by multiplying the average benefit in force

by a factor derived from the historical relationship between

the two average benefits. Tables III.E4-III.E10 show the

annual projection of average benefits in force and in currentpayment 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).

Note that for children of deceased workers, accessions for

minor, disabled, and survivor children are broken into
OASI Dollars

221

awards and conversions from children of retired workers.

The total of these two categories, shown in tables III.E4-

III.E6, are not shown, and corresponds to total awards as

defined and presented in tables III.B30, III.B39, and III.B47.

The historical average benefit in current-payment status for

special age-72 beneficiaries is shown in table III.E11. There

are no corresponding projected numbers, since we expect the

number of special age-72 beneficiaries in current-payment

status to be zero by the end of 2010.

2. Benefits In Current-Payment Status

Benefits in current-payment status for each type of retired

worker 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 projections of

current-payment benefits by sex (except for children), for

retired workers (table III.E12), young spouses

(table III.E13), aged spouses (table III.E14), total spouses

(table III.E15), minor, disabled, and student children of

retired workers (table III.E16), minor, disabled, and student

children of deceased workers (table III.E17), all OASI children by type (table III.E18), aged widow(er)s (table III.E19),

mothers and fathers of children of deceased workers

(table III.E20), parents of deceased workers (table III.E21),

disabled widow(er)s (table III.E22), and special age-72

beneficiaries (table III.E23).

In 2009, female retired workers received 43 percent of the

total current-payment benefits paid to retired workers. This

percentage is projected to increase very slowly, to 44 percent

by 2019.

Current-payment benefits to young husbands of retired

workers are projected to remain at relatively low levels,

never more than $273 thousand per quarter through 2019,

with a minimum amount of $127 thousand.

Current-payment benefits to children of retired workers are

projected to increase in all three categories, though the proportion for student children is far smaller than that for minor

or disabled children, forming about 4 percent of the total in

2009. Percentage increases projected over the next 10 years

are: 101 percent for minor children, 66 percent for disabled

children, and 86 percent for students.

Current-payment benefits to all three categories of children

of deceased workers are much larger than the corresponding

benefits for children of retired workers, and are projected to

remain so. Here again, the proportion for students is far

smaller, forming slightly less than 4 percent of the total in

2009. Percentage increases projected over the next 10 years

are: 27 percent for minor children, 49 percent for disabled

children, and 36 percent for students.

Current-payment benefits to aged widows make up the largest category of survivor benefits, or about 72 percent of the

total in 2009 (surviving children form the next largest, or

about 23 percent). Aged widow benefits are projected to

increase 33 percent over the next 10 years, from about

$54.6 billion in 2009 to about $72.5 billion in 2019. Currentpayment benefits to disabled widows show a projected 23-

percent increase over the same period; those to mothers

(young widows) show a 21-percent increase.

Among aged widow(er)s, disabled widow(er)s, and mothers/

fathers, the male proportion of the current-payment benefits

are all quite small, specifically (in 2009) about 1.2 percent

for aged widowers, 3.3 percent for disabled widowers, and

6.2 percent for fathers. Nevertheless, benefits in these male

categories show sharp increases over the projection period,

projected to more than double in 10 years for aged and disabled widowers, and grow about 43 percent for fathers.

Benefits to parents of deceased workers are projected to

decrease only slightly for females and males, as the increase

in average benefits partially offsets the decrease in the number of parent beneficiaries. Quarterly current-payment benefits to special age-72 beneficiaries have been less than

$50 thousand since the second quarter of 2001, and they are

expected to stop by the end of 2010.

3. Benefits In Non-Current-Payment Status

One component of benefits in non-current-payment status to

OASI beneficiaries consists of the retroactive benefits that

are paid as a result of benefit recomputations accounting for

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. All other non-current-payment benefits

to OASI beneficiaries are collectively termed “non-AERO”

retroactive benefits; AERO and non-AERO retroactive benefits are analyzed and projected separately. Non-AERO retroactive benefits are projected for retired workers and family

members as the product of:

• The number of awards to retired workers,

• The average amount of such awards,
Benefit Payments

222

• A benefit increase factor, allowing 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, and

• A factor to allow for all other components of non-current-payment benefits.

Table III.E24 shows the annual projection of non-currentpayment benefits other than AERO to retired workers and

family members.

The factor for all other components ranged between 0.09 and

0.95 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 factor for all other components came back down to 1.0. The elimination of the

retirement earnings test for those over NRA caused this factor to increase sharply to 1.9 in 2000.

For the period from 2001 to 2005, the factor for all other

components remained in a level between 0.7 and 1.0. However, it was discovered in 2006 that the non-current-payment

benefits other than AERO, and so the factor derived from

them, had been artificially high during that period, due to a

tabulation error. With the error corrected, the factor in 2006

through 2009 decreased to a level between 0.1 and 0.3. The

factor is projected to remain in that range.

Non-current-payment benefits other than AERO are projected for survivors of deceased workers in a manner parallel

to that for retired workers and dependents. Table III.E24 also

shows the annual projection of these non-AERO benefits for

survivors. Note that the “factor for all other components” for

survivors has been more stable, over the period 1995-2004,

than the factor for retirees and dependents, remaining in the

range from 1.8 to 2.5. Much of the increase in that factor to

2.9 in 2005 was due to the same processing error as

described above for retired workers and dependents. When

the error was corrected, the factor dropped to the range of 2.1

to 2.4 from 2006 to 2009. It is projected to remain constant at

2.2.

Non-current-payment benefits other than AERO are shown

by major type of beneficiary in table III.E25. The proportion

attributable to each type of beneficiary is projected based on

recent experience at the proportions in the last historical

year.

AERO benefits are projected by month, quarter, year, and

major type of beneficiary. After an analysis of historical

AERO benefits, it appeared that such payments were most

closely related to benefit payments to retired workers in current-payment status at ages 62 to 69. Therefore, total AERO

benefits are projected first by calendar year, based on the

relationship between AERO benefits and benefit payments

to retired workers in current-payment status aged 62 to 69.

Table III.E26 shows historical and projected AERO benefits

by calendar year. There was a significant increase in 2000,

due to an extra run of AERO, and large increases over the

years 2001-04 are attributable to the 2000 repeal of the

retirement earnings test for those over normal retirement

age. AERO benefits as a proportion of the base current-payment benefits are projected to remain at the figure for 2009

of 5.1 percent, but the dollar amount of AERO benefits is

expected to more than double by 2019 (from $680 million in

2009 to $1,417 million) as the baby boom affects the number

of retired workers.

Total AERO benefits for each projected year are split into

monthly amounts, based on the historical distribution by

month. Since the projected monthly amounts are based on a

historical monthly distribution, this assumes that the majority of AERO benefits continue to be paid in May and

December.

Total AERO benefits for each projected month are split by

type of beneficiary, using the proportions for the corresponding month in the last full year of data. The AERO benefits in

each 3 months of a quarter are added to get quarterly benefits. The quarterly AERO benefits by type of beneficiary are

added to get annual benefits by type of beneficiary, for both

calendar and fiscal years. Table III.E27 shows annual AERO

benefits by type of beneficiary. AERO benefits for retired

workers have been, and are expected to continue to be, about

90 percent of total OASI AERO benefits.

Projected quarterly non-current-payment benefits other than

AERO are derived from annual totals by applying an interpolation formula. Projected quarterly AERO and non-AERO

benefits are added to produce total non-current-payment

benefits. Table III.E34 shows total non-current-payment

benefits for retired workers, dependents, and survivors.

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. That factor is projected by a regression equation,

which has one independent variable (the square root of the

number of years since 1980), and has autocorrelation correction. The results of the regression are not limited to a minimum or maximum value.

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.
OASI Dollars

223

The number of lump-sum deaths dropped by almost 40 percent from 1981 to 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, though

remaining under 880 thousand. In 2009, there were 815

thousand lump-sum deaths. During the projection period, the

number of lump-sum deaths is projected to gradually rise

from the current level, primarily due to an increase in the

underlying fully insured population; the average amount of

the lump sum death benefit payment is projected as the

weighted average of the value observed in the last five historical years.

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.E31, III.E32,

and III.E33 show the number, average amount, and total

amount, respectively, of reduced secondary benefits.

The numbers of dually entitled wives and husbands, as well

as the numbers of dually entitled widows and widowers, are

projected by age group (62 to 64, 65 to 69, 70 to 74, 75 to 79,

80 to 84, and 85 and over). For each type and age group, projections are based upon the percentage of beneficiaries who

are dually entitled, out of the retired workers in current payment status for the same sex and age group. Historical trends

of these percentages are used to determine percentages for

the projection years. Tables III.E29 and III.E30 present the

percentages and corresponding numbers, respectively.

Since the number of dually entitled parents is far smaller for

each sex, these are handled by a regression against time, with

an autocorrelation correction. The dependent variable for

each equation (male parents and female parents) is the ratio

of the number of dually entitled parents of that sex to the

total number of dually entitled beneficiaries. No upper or

lower constraints are currently being used. The ratios are

tiny for each sex, and becoming more so; the resulting numbers of dually entitled parents over the projection period are

about 388 for females and about 42 for males (see

table III.E31).

Table III.E31 shows that the number of dual entitlements

increased steadily for female workers from 1975 to 2001, but

has started to slightly decline since then. The number of dual

entitlements for male workers, forming only about 2 percent

of the total dual entitlements at the end of 2009, increased as

well over this period, but at an increasingly slower rate, and

it has virtually levelled off since 2001. Throughout the projection period, between 0.8 and 0.9 percent of male retired

workers are expected to be dually entitled. The percentage

for female retired workers is expected to drop slightly from

38 percent currently to about 35 percent in 2019. Nevertheless, as the number of retired workers increase rapidly, the

number of dually entitled female beneficiaries is expected to

increase to about 8.343 thousand by 2019.

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 73 percent

of male dual entitlements at the end of 2009. The remainder

of the dually entitled beneficiaries consists almost entirely of

aged spouses.

Table III.E31 shows that, when the results of the projections

are combined over all age groups, the result is an increase in

the projected percentage of numbers of dually entitled husbands (compared to retired workers) and is relatively

unchanged for dually entitled wives, but a decrease in the

percentage for dually entitled widows and widowers. This

can be understood in terms of “baby boomer” demographics:

Baby boomers will be first entering the retirement ranks during the next 10 years, and dually entitled spouses are concentrated among the younger ages of retired workers. Dually

entitled widow(er)s, on the other hand, are concentrated

among the older ages.

Table III.E32 shows the projection of the average reduced

secondary benefit for dually entitled workers, by sex and

type of secondary benefit. 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.

For the six categories of dually entitled beneficiaries

(spouse, widow(er), and parent, split by sex), dually entitled

average benefits are projected using a regression against

time, with an autocorrelation correction. In each equation,

the dependent variable is the ratio of the dually entitled average benefit to the overall average benefit. Upper and lower

constraints are applied to the regression results, where necessary. For one out of the six categories of dually entitled beneficiaries (husbands), these constraints limit the projection

results.

Table III.E33 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 increased steadily from about 3 percent

in 1975 to 8.5 percent in 1999. It remained close to this level

for 5 years, but has dropped since 2004 to 7.7 percent in

2009. It is projected to continue dropping over the projection

years, reaching 6.3 percent in 2019.

6. Quarterly Benefit Payments

Quarterly historical and projected current-payment benefits

are adjusted for amounts paid to dually entitled beneficiaries

by subtracting the total reduced secondary benefit amounts

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-pay-
Benefit Payments

224

ment amounts. Table III.E34 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 $142.3 billion in the first quarter of 2010 to $259.8 billion in the last quarter of 2019.

Tables III.E35, III.E36 and III.E37 summarize OASDI

adjusted current-payment, non-current-payment, and total

benefit payments, respectively.

Total OASDI benefit payments are projected to increase

from $172.5 billion in the first quarter of 2010 to $306.3 billion in the last quarter of 2019.

Figure 4 on page 262 further illustrates the numbers shown

in table III.E37 and the relative proportions of benefit payments by type.
225

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 2010 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 1980-2019)

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

1980 .......... 14.3 10,562,314 $331.38 942,097 $425.00 681,829 0.8936 $338.48 10,822,582 $385.33 0.9866 $380.18

1985 .......... 3.1 11,860,653 521.60 982,609 525.65 733,496 .8460 454.98 12,108,762 541.80 .9937 538.37

1990 .......... 5.4 13,020,822 642.38 967,042 688.99 748,182 .8802 595.97 13,239,231 682.52 .9952 679.27

1995 .......... 2.6 14,023,324 788.59 923,897 815.15 794,017 .9085 735.07 14,153,544 813.64 .9958 810.21

2000 .......... 3.5 14,545,432 908.02 1,116,530 1,023.53 825,082 .9179 862.64 14,833,458 950.39 1.0007 951.05

2001 .......... 2.6 14,833,458 950.39 982,144 1,034.95 824,476 .9116 888.86 14,985,980 983.76 1.0008 984.58

2002 .......... 1.4 14,985,980 983.76 1,001,135 1,077.24 832,356 1.0273 1,024.75 15,153,793 1,001.30 1.0065 1,007.81

2003 .......... 2.1 15,153,793 1,001.30 969,208 1,111.58 818,398 .8216 839.92 15,305,058 1,037.72 1.0009 1,038.68

2004 .......... 2.7 15,305,058 1,037.72 1,009,526 1,134.39 821,462 .9148 974.91 15,492,271 1,075.02 1.0010 1,076.11

2005 .......... 4.1 15,492,271 1,075.02 1,061,095 1,177.03 837,128 .9136 1,022.40 15,722,115 1,128.15 1.0011 1,129.43

2006 .......... 3.3 15,722,115 1,128.15 1,042,457 1,234.95 820,242 .9018 1,050.93 15,948,430 1,175.81 1.0014 1,177.42

2007 .......... 2.3 15,948,430 1,175.81 1,071,760 1,278.92 817,297 .9025 1,085.54 16,202,340 1,213.80 1.0016 1,215.71

2008 .......... 5.8 16,202,340 1,213.80 1,195,765 1,367.88 847,080 .9004 1,156.27 16,555,283 1,296.79 1.0018 1,299.14

2009 .......... .0 16,555,283 1,296.79 1,450,228 1,365.72 836,189 .8955 1,161.32 17,169,323 1,309.21 1.0019 1,311.65

2010 .......... .0 17,169,323 1,309.21 1,433,287 1,378.72 878,600 .8838 1,157.11 17,724,010 1,322.37 1.0019 1,324.84

2011 .......... 1.2 17,724,010 1,322.37 1,442,939 1,400.18 893,155 .8864 1,186.23 18,273,795 1,350.56 1.0019 1,353.08

2012 .......... 2.4 18,273,795 1,350.56 1,528,213 1,469.51 904,920 .8939 1,236.29 18,897,088 1,397.00 1.0019 1,399.60

2013 .......... 2.7 18,897,088 1,397.00 1,601,993 1,526.08 915,780 .8944 1,283.19 19,583,300 1,449.28 1.0019 1,451.98

2014 .......... 2.8 19,583,300 1,449.28 1,625,110 1,591.12 930,383 .8944 1,332.56 20,278,026 1,505.19 1.0019 1,507.99

2015 .......... 2.8 20,278,026 1,505.19 1,658,731 1,651.97 945,264 .8943 1,383.85 20,991,494 1,562.96 1.0019 1,565.88

2016 .......... 2.8 20,991,494 1,562.96 1,702,586 1,731.14 962,452 .8920 1,433.25 21,731,628 1,624.16 1.0019 1,627.18

2017 .......... 2.8 21,731,628 1,624.16 1,744,624 1,800.91 981,205 .8911 1,487.75 22,495,047 1,687.75 1.0019 1,690.89

2018 .......... 2.8 22,495,047 1,687.75 1,792,131 1,871.57 1,000,924 .8864 1,537.99 23,286,254 1,753.98 1.0019 1,757.25

2019 .......... 2.8 23,286,254 1,753.98 1,835,981 1,944.01 1,022,392 .8836 1,593.29 24,099,843 1,822.73 1.0019 1,826.13

Female

1980 .......... 14.3 8,869,973 257.80 670,572 276.10 347,196 .5598 164.95 9,193,349 298.21 .9955 296.86

1985 .......... 3.1 10,436,509 397.58 699,790 331.84 415,027 .4825 197.79 10,721,083 413.02 .9977 412.09

1990 .......... 5.4 11,728,536 488.73 687,101 424.23 466,088 .5393 277.82 11,948,546 519.15 .9988 518.55

1995 .......... 2.6 12,707,534 601.76 684,169 518.80 535,982 .6281 387.79 12,855,822 621.73 .9992 621.22

2000 .......... 3.5 13,543,251 698.00 842,846 665.29 615,654 .6706 484.46 13,769,907 729.57 1.0004 729.89

2001 .......... 2.6 13,769,907 729.57 795,667 684.55 622,618 .6732 503.89 13,940,288 755.81 1.0005 756.18

2002 .......... 1.4 13,940,288 755.81 811,416 713.11 628,536 .6357 487.22 14,122,883 775.75 .9979 774.09

2003 .......... 2.1 14,122,883 775.75 822,106 740.43 625,752 .7656 606.35 14,319,551 797.19 1.0005 797.62

2004 .......... 2.7 14,319,551 797.19 873,532 760.96 629,831 .7090 580.48 14,564,008 825.55 1.0007 826.09

2005 .......... 4.1 14,564,008 825.55 939,067 800.56 624,509 .6990 600.69 14,859,663 866.54 1.0009 867.30

2006 .......... 3.3 14,859,663 866.54 941,049 850.13 660,031 .7085 634.19 15,162,568 903.70 1.0011 904.66

2007 .......... 2.3 15,162,568 903.70 959,125 887.70 639,946 .6905 638.40 15,479,986 934.03 1.0012 935.19

2008 .......... 5.8 15,479,986 934.03 1,074,493 958.45 668,369 .6875 679.41 15,890,629 999.18 1.0016 1,000.73

2009 .......... .0 15,890,629 999.18 1,285,784 973.89 651,556 .6810 680.43 16,524,857 1,009.78 1.0016 1,011.42

2010 .......... .0 16,524,857 1,009.78 1,251,126 987.02 714,261 .6993 706.18 17,061,723 1,020.82 1.0016 1,022.48

2011 .......... 1.2 17,061,723 1,020.82 1,293,106 1,012.46 734,765 .7015 724.67 17,620,063 1,044.42 1.0016 1,046.11

2012 .......... 2.4 17,620,063 1,044.42 1,378,039 1,069.74 744,161 .7199 769.93 18,253,942 1,081.72 1.0016 1,083.47

2013 .......... 2.7 18,253,942 1,081.72 1,460,654 1,119.09 750,492 .7261 806.65 18,964,104 1,123.59 1.0016 1,125.42

2014 .......... 2.8 18,964,104 1,123.59 1,495,474 1,174.06 769,675 .7339 847.70 19,689,903 1,168.51 1.0016 1,170.41

2015 .......... 2.8 19,689,903 1,168.51 1,542,363 1,228.21 765,724 .7211 866.19 20,466,542 1,215.80 1.0016 1,217.77

2016 .......... 2.8 20,466,542 1,215.80 1,588,619 1,293.76 778,666 .7361 920.00 21,276,495 1,265.19 1.0016 1,267.24

2017 .......... 2.8 21,276,495 1,265.19 1,622,038 1,353.10 784,836 .7263 944.59 22,113,696 1,317.10 1.0016 1,319.24

2018 .......... 2.8 22,113,696 1,317.10 1,656,498 1,414.51 796,684 .7158 969.16 22,973,512 1,371.69 1.0016 1,373.92

2019 .......... 2.8 22,973,512 1,371.69 1,685,018 1,476.41 801,231 .7030 991.36 23,857,297 1,428.84 1.0016 1,431.16
Benefit Payments

226

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 2010 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 1980-2019)

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

1980 .............................. $380.18 31.86 $121.11 46.30 $176.04 $172.43

1985 .............................. 538.37 30.32 163.26 46.50 250.36 247.28

1990 .............................. 679.27 30.64 208.13 46.43 315.39 312.35

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 .............................. 984.58 35.07 345.30 45.42 447.19 445.17

2002 .............................. 1,007.81 35.53 358.04 45.24 455.95 454.00

2003 .............................. 1,038.68 36.06 374.56 45.04 467.83 465.92

2004 .............................. 1,076.11 36.62 394.04 44.85 482.62 480.88

2005 .............................. 1,129.43 37.05 418.41 44.67 504.46 502.81

2006 .............................. 1,177.42 37.37 440.01 44.43 523.17 521.61

2007 .............................. 1,215.71 37.55 456.54 44.19 537.22 535.74

2008 .............................. 1,299.14 38.12 495.21 44.24 574.74 573.28

2009 .............................. 1,311.65 38.33 502.76 44.28 580.76 579.30

2010 .............................. 1,324.84 38.82 514.31 44.17 585.22 583.90

2011 .............................. 1,353.08 39.32 532.07 44.07 596.28 595.07

2012 .............................. 1,399.60 39.84 557.57 43.96 615.31 614.21

2013 .............................. 1,451.98 40.36 586.07 43.86 636.80 635.82

2014 .............................. 1,507.99 40.90 616.79 43.75 659.77 658.91

2015 .............................. 1,565.88 41.00 642.01 43.65 683.43 682.58

2016 .............................. 1,627.18 41.00 667.14 43.54 708.44 707.59

2017 .............................. 1,690.89 41.00 693.27 43.43 734.37 733.50

2018 .............................. 1,757.25 41.00 720.47 43.32 761.30 760.41

2019 .............................. 1,826.13 41.00 748.71 43.21 789.16 788.27

Female workers

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

1990 .............................. 518.55 23.27 120.67 38.28 198.48 198.21

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 .............................. 756.18 31.07 234.91 33.10 250.30 250.27

2002 .............................. 774.09 29.31 226.91 33.09 256.16 256.12

2003 .............................. 797.62 34.08 271.86 32.98 263.08 263.10

2004 .............................. 826.09 37.26 307.78 33.03 272.82 272.88

2005 .............................. 867.30 40.92 354.87 33.00 286.20 286.33

2006 .............................. 904.66 43.64 394.79 32.96 298.17 298.35

2007 .............................. 935.19 46.77 437.36 32.96 308.26 308.47

2008 .............................. 1,000.73 47.97 480.10 33.41 334.31 334.52

2009 .............................. 1,011.42 46.27 467.96 34.37 347.63 347.84

2010 .............................. 1,022.48 47.90 489.78 34.30 350.72 350.97

2011 .............................. 1,046.11 49.60 518.89 34.19 357.71 358.01

2012 .............................. 1,083.47 49.90 540.65 34.17 370.19 370.51

2013 .............................. 1,125.42 49.90 561.58 34.12 384.00 384.33

2014 .............................. 1,170.41 49.90 584.03 34.06 398.66 399.02

2015 .............................. 1,217.77 49.90 607.67 33.98 413.81 414.19

2016 .............................. 1,267.24 49.90 632.36 33.93 430.03 430.43

2017 .............................. 1,319.24 49.90 658.30 33.83 446.28 446.70

2018 .............................. 1,373.92 49.90 685.58 33.75 463.75 464.20

2019 .............................. 1,431.16 49.90 714.15 33.66 481.69 482.15
OASI Dollars

227

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 2010 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 1980-2019)

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

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..................... 984.58 38.81 382.16 45.81 451.02 46.99 462.62 412.65

2002..................... 1,007.81 39.40 397.06 46.03 463.93 47.33 477.00 426.42

2003..................... 1,038.68 40.03 415.81 46.27 480.56 48.01 498.64 444.21

2004..................... 1,076.11 40.65 437.41 46.51 500.53 48.25 519.23 464.90

2005..................... 1,129.43 41.23 465.66 46.78 528.40 48.98 553.21 492.98

2006..................... 1,177.42 41.61 489.95 47.09 554.40 49.26 580.04 518.09

2007..................... 1,215.71 41.91 509.54 47.17 573.46 49.62 603.29 538.00

2008..................... 1,299.14 42.19 548.11 45.15 586.62 49.53 643.44 567.53

2009..................... 1,311.65 42.44 556.70 44.30 581.03 49.40 648.02 570.28

2010..................... 1,324.84 43.01 569.80 44.32 587.17 49.99 662.27 580.33

2011..................... 1,353.08 43.55 589.25 44.29 599.30 50.55 683.97 596.76

2012..................... 1,399.60 44.09 617.09 44.25 619.29 51.00 713.80 621.38

2013..................... 1,451.98 44.63 648.05 44.19 641.58 51.00 740.51 648.62

2014..................... 1,507.99 45.00 678.60 44.12 665.30 51.00 769.08 676.38

2015..................... 1,565.88 45.00 704.64 44.09 690.33 51.00 798.60 702.10

2016..................... 1,627.18 45.00 732.23 44.08 717.21 51.00 829.86 729.50

2017..................... 1,690.89 45.00 760.90 44.09 745.51 51.00 862.36 758.14

2018..................... 1,757.25 45.00 790.76 44.12 775.36 51.00 896.20 788.11

2019..................... 1,826.13 45.00 821.76 44.16 806.46 51.00 931.32 819.20
Benefit Payments

228

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 2010 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 1980-2019)

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

1980 ............. 14.3 1,966,185 $201.48 227,139 34,723 $220.20 336,205 0.8499 $195.73 1,891,842 $235.04 1.0009 $235.25

1981 ............. 11.2 1,891,842 235.04 228,317 14,818 231.90 322,674 .8349 218.22 1,812,303 265.09 1.0024 265.73

1982 ............. 7.4 1,812,303 265.09 222,738 11,400 249.83 306,761 .7955 226.48 1,739,680 290.28 1.0040 291.44

1983 ............. 3.5 1,739,680 290.28 211,396 9,135 266.25 288,413 .8294 249.20 1,671,798 304.77 1.0078 307.16

1984 ............. 3.5 1,671,798 304.77 202,193 10,578 280.89 280,010 .8785 277.10 1,604,559 317.55 1.0100 320.73

1985 ............. 3.1 1,604,559 317.55 203,617 10,945 293.16 265,118 .8879 290.68 1,554,005 328.93 1.0112 332.61

1986 ............. 1.3 1,554,005 328.93 198,894 9,320 303.84 247,662 .9158 305.16 1,514,559 333.75 1.0154 338.90

1987 ............. 4.2 1,514,559 333.75 191,261 10,047 321.73 245,691 .9318 324.06 1,470,176 348.17 1.0165 353.92

1988 ............. 4.0 1,470,176 348.17 191,621 10,461 332.04 247,246 .9443 341.91 1,425,012 361.33 1.0183 367.96

1989 ............. 4.7 1,425,012 361.33 188,484 9,376 349.95 228,788 .9620 363.96 1,394,084 376.65 1.0204 384.34

1990 ............. 5.4 1,394,084 376.65 188,653 9,438 367.25 209,914 .9599 381.08 1,382,261 395.14 1.0219 403.80

1991 ............. 3.7 1,382,261 395.14 191,417 9,843 377.68 201,949 .9458 387.56 1,381,573 408.33 1.0212 416.98

1992 ............. 3.0 1,381,573 408.33 192,689 9,395 386.95 193,977 .9575 402.72 1,389,680 418.18 1.0226 427.64

1993 ............. 2.6 1,389,680 418.18 199,078 9,555 397.93 193,180 .9508 407.94 1,405,133 427.34 1.0225 436.96

1994 ............. 2.8 1,405,133 427.34 202,456 9,153 413.11 190,727 .9477 416.32 1,426,015 438.49 1.0234 448.73

1995 ............. 2.6 1,426,015 438.49 200,413 9,181 425.61 197,456 .9568 430.46 1,438,153 449.02 1.0240 459.79

1996 ............. 2.9 1,438,153 449.02 195,010 8,743 447.24 197,365 .8944 413.24 1,444,541 466.62 1.0249 478.23

1997 ............. 2.1 1,444,541 466.62 184,756 9,522 465.55 208,002 .9538 454.41 1,430,817 478.14 1.0250 490.09

1998 ............. 1.3 1,430,817 478.14 182,576 8,806 479.39 199,593 .9565 463.29 1,422,606 486.65 1.0252 498.93

1999 ............. a 2.5 1,422,606 486.65 182,658 8,813 509.28 200,411 .9740 485.87 1,413,666 502.07 1.0257 514.96

2000 ............. 3.5 1,413,666 502.07 184,946 8,468 536.75 199,469 .9650 501.44 1,407,611 524.57 1.0261 538.27

2001 ............. 2.6 1,407,611 524.57 188,046 9,260 567.35 203,953 .9484 510.42 1,400,964 546.36 1.0229 558.86

2002 ............. 1.4 1,400,964 546.36 192,226 9,321 579.26 205,060 .9482 525.32 1,397,451 561.86 1.0196 572.86

2003 ............. 2.1 1,397,451 561.86 187,060 9,326 598.94 200,898 .9693 556.06 1,392,939 579.76 1.0201 591.42

2004 ............. 2.7 1,392,939 579.76 188,435 10,045 612.40 211,795 .9357 557.15 1,379,624 603.73 1.0163 613.60

2005 ............. 4.1 1,379,624 603.73 189,509 9,625 634.00 202,835 .9576 601.82 1,375,923 633.21 1.0178 644.47

2006 ............. 3.3 1,375,923 633.21 186,692 6,814 650.04 203,626 .9439 617.39 1,365,803 659.01 1.0183 671.07

2007 ............. 2.3 1,365,803 659.01 182,653 7,189 670.84 207,814 .9529 642.44 1,347,831 678.59 1.0187 691.30

2008 ............. 5.8 1,347,831 678.59 181,570 8,034 723.78 211,527 .9590 688.53 1,325,908 723.47 1.0193 737.44

2009 ............. .0 1,325,908 723.47 177,519 6,880 721.33 205,569 .9553 691.11 1,304,738 728.27 1.0192 742.28

2010 ............. .0 1,304,738 728.27 178,842 7,754 728.11 201,067 .9615 700.23 1,290,266 732.61 1.0192 746.71

2011 ............. 1.2 1,290,266 732.61 178,172 8,007 740.30 196,465 .9637 714.51 1,279,980 745.37 1.0192 759.72

2012 ............. 2.4 1,279,980 745.37 177,417 8,310 770.67 191,782 .9714 741.40 1,273,925 767.63 1.0192 782.40

2013 ............. 2.7 1,273,925 767.63 176,784 8,662 802.19 188,125 .9749 768.57 1,271,246 793.31 1.0192 808.57

2014 ............. 2.8 1,271,246 793.31 176,455 9,047 835.73 185,638 .9779 797.50 1,271,111 821.10 1.0192 836.90

2015 ............. 2.8 1,271,111 821.10 176,158 9,412 871.29 185,480 .9800 827.17 1,271,202 850.53 1.0192 866.90

2016 ............. 2.8 1,271,202 850.53 176,005 9,730 908.73 185,804 .9811 857.83 1,271,132 881.79 1.0192 898.75

2017 ............. 2.8 1,271,132 881.79 175,841 9,990 945.95 186,020 .9804 888.74 1,270,942 914.84 1.0192 932.45

2018 ............. 2.8 1,270,942 914.84 175,597 10,206 985.19 187,053 .9801 921.76 1,269,693 949.76 1.0192 968.03

2019 ............. 2.8 1,269,693 949.76 175,580 10,419 1,025.59 185,306 .9793 956.15 1,270,385 986.51 1.0192 1,005.49

a 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

229

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 2010 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 1980-2019)

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

1980.............. 14.3 267,238 $195.77 10,626 12,985 $229.10 12,449 0.8014 $179.32 278,400 $226.21 1.0007 $226.36

1981.............. 11.2 278,400 226.21 9,745 12,794 250.13 9,809 .7573 190.51 291,130 253.49 1.0018 253.96

1982.............. 7.4 291,130 253.49 9,685 10,993 267.53 9,163 .6020 163.89 302,645 275.21 1.0022 275.82

1983.............. 3.5 302,645 275.21 11,219 11,015 288.55 9,515 .7699 219.30 315,364 287.08 1.0067 288.99

1984.............. 3.5 315,364 287.08 12,551 11,730 300.30 9,151 .8132 241.62 330,494 298.90 1.0122 302.53

1985.............. 3.1 330,494 298.90 12,921 10,795 310.24 9,023 .6986 215.29 345,187 310.73 1.0153 315.48

1986.............. 1.3 345,187 310.73 13,435 10,282 318.74 8,501 .6973 219.50 360,403 317.28 1.0180 322.99

1987.............. 4.2 360,403 317.28 12,043 10,500 326.60 8,562 .6983 230.86 374,384 332.65 1.0222 340.04

1988.............. 4.0 374,384 332.65 11,311 11,530 342.20 10,823 .6316 218.51 386,402 349.30 1.0231 357.36

1989.............. 4.7 386,402 349.30 10,798 11,666 366.29 9,103 .7960 291.13 399,763 367.45 1.0290 378.11

1990.............. 5.4 399,763 367.45 11,061 11,378 391.58 9,999 .7550 292.41 412,203 389.83 1.0325 402.49

1991.............. 3.7 412,203 389.83 11,560 11,457 403.10 10,122 .7250 293.09 425,098 406.83 1.0360 421.47

1992.............. 3.0 425,098 406.83 13,733 11,675 415.06 9,929 .6991 292.95 440,577 421.65 1.0394 438.26

1993.............. 2.6 440,577 421.65 13,727 11,942 425.88 10,210 .7201 311.53 456,036 434.95 1.0431 453.71

1994.............. 2.8 456,036 434.95 12,515 12,354 442.70 10,913 .7337 328.05 469,992 449.66 1.0470 470.81

1995.............. 2.6 469,992 449.66 11,863 12,606 464.49 11,004 .7836 361.53 483,457 463.78 1.0509 487.38

1996.............. 2.9 483,457 463.78 11,007 12,612 481.66 11,314 .7930 378.44 495,762 479.69 1.0550 506.08

1997.............. 2.1 495,762 479.69 10,567 12,799 492.48 12,025 .7946 389.19 507,103 492.28 1.0589 521.25

1998.............. 1.3 507,103 492.28 10,868 13,182 502.27 13,146 .8127 405.26 518,007 501.21 1.0630 532.80

1999.............. a

 2.5 518,007 501.21 11,376 13,610 519.33 14,673 .8903 457.40 528,320 515.57 1.0676 550.41

2000.............. 3.5 528,320 515.57 11,524 14,468 539.44 17,129 .8839 471.67 537,183 535.88 1.0725 574.73

2001.............. 2.6 537,183 535.88 11,763 14,462 566.57 16,075 .8792 483.40 547,333 552.56 1.0772 595.21

2002.............. 1.4 547,333 552.56 12,685 13,073 560.10 19,835 .6968 390.44 553,256 566.38 1.0742 608.43

2003.............. 2.1 553,256 566.38 12,920 15,159 564.68 18,972 .8490 490.97 562,362 580.54 1.0785 626.10

2004.............. 2.7 562,362 580.54 13,999 15,522 564.33 20,171 .8660 516.30 571,712 597.39 1.0845 647.88

2005.............. 4.1 571,712 597.39 14,982 15,869 577.60 19,261 .9324 579.87 583,302 620.92 1.0942 679.41

2006.............. 3.3 583,302 620.92 15,343 15,663 594.70 20,598 .8564 549.29 593,710 642.17 1.1025 707.97

2007.............. 2.3 593,710 642.17 17,769 15,455 591.93 18,258 .8600 564.96 608,676 656.15 1.1106 728.71

2008.............. 5.8 608,676 656.15 19,822 15,712 632.91 19,260 1.3426 932.08 660,235 680.69 1.1094 755.19

2009.............. .0 660,235 680.69 18,196 15,735 648.28 27,756 1.0387 707.04 691,836 676.86 1.1098 751.17

2010.............. .0 691,836 676.86 17,933 17,281 654.37 24,924 .7543 510.52 702,126 681.63 1.1098 756.47

2011.............. 1.2 702,126 681.63 18,109 17,617 665.33 25,406 .7532 519.56 712,446 694.66 1.1098 770.92

2012.............. 2.4 712,446 694.66 18,117 17,972 692.62 25,933 .7668 545.46 722,601 716.35 1.1098 795.00

2013.............. 2.7 722,601 716.35 17,889 18,329 720.95 26,458 .7741 569.53 732,362 740.96 1.1098 822.31

2014.............. 2.8 732,362 740.96 17,517 18,700 751.10 26,971 .7818 595.49 741,607 767.24 1.1098 851.47

2015.............. 2.8 741,607 767.24 17,130 19,095 783.06 27,515 .7900 623.05 750,318 794.52 1.1098 881.75

2016.............. 2.8 750,318 794.52 16,782 19,478 816.70 28,061 .7982 651.97 758,517 822.86 1.1098 913.20

2017.............. 2.8 758,517 822.86 16,479 19,850 850.15 28,622 .8040 680.12 766,223 852.30 1.1098 945.87

2018.............. 2.8 766,223 852.30 16,236 20,215 885.42 29,179 .8101 709.74 773,495 882.88 1.1098 979.81

2019.............. 2.8 773,495 882.88 16,044 20,519 921.72 29,721 .8154 740.04 780,337 914.64 1.1098 1,015.06

a 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

230

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 2010 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 1980-2019)

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

1980 ........... 14.3 524,822 $225.24 300,481 16,631 $253.10 307,575 0.9412 $242.30 534,359 $263.59 1.0070 $265.44

1981 ........... 11.2 534,359 263.59 295,425 14,177 284.99 306,042 .9384 275.05 537,919 298.71 1.0099 301.68

1982 ........... 7.4 537,919 298.71 240,973 26,623 305.39 432,985 1.1324 363.30 372,530 260.36 1.0014 260.71

1983 ........... 3.5 372,530 260.36 158,373 21,298 315.53 324,878 1.1933 321.56 227,323 231.42 1.0086 233.41

1984 ........... 3.5 227,323 231.42 136,577 18,525 341.43 243,430 1.2452 298.26 138,995 250.38 1.0271 257.16

1985 ........... 3.1 138,995 250.38 119,301 15,913 362.18 205,664 1.1433 295.13 68,545 352.40 1.0239 360.83

1986 ........... 1.3 68,545 352.40 110,587 15,014 378.30 129,578 1.0492 374.56 64,568 363.17 1.0348 375.82

1987 ........... 4.2 64,568 363.17 108,436 14,267 401.52 125,500 1.0549 399.21 61,771 382.07 1.0472 400.09

1988 ........... 4.0 61,771 382.07 119,688 14,190 426.20 123,783 1.0659 423.54 71,866 405.99 1.0460 424.65

1989 ........... 4.7 71,866 405.99 106,276 13,217 450.34 123,797 1.0576 449.55 67,562 424.91 1.0541 447.90

1990 ........... 5.4 67,562 424.91 101,614 12,231 471.87 115,187 1.0596 474.54 66,220 442.73 1.0639 471.02

1991 ........... 3.7 66,220 442.73 97,544 11,414 488.74 108,610 1.0715 491.93 66,568 454.07 1.0708 486.23

1992 ........... 3.0 66,568 454.07 97,254 10,881 502.57 106,001 1.0784 504.37 68,702 465.99 1.0818 504.10

1993 ........... 2.6 68,702 465.99 98,548 10,826 513.84 108,073 1.0865 519.46 70,003 470.10 1.0955 514.97

1994 ........... 2.8 70,003 470.10 95,499 10,516 529.65 107,380 1.1000 531.60 68,638 479.29 1.1104 532.22

1995 ........... 2.6 68,638 479.29 94,593 10,247 543.65 103,876 1.1136 547.63 69,602 486.52 1.1233 546.53

1996 ........... 2.9 69,602 486.52 96,783 10,245 556.15 105,477 1.1183 559.86 71,153 496.34 1.1298 560.79

1997 ........... 2.1 71,153 496.34 102,077 10,489 566.31 110,041 1.1224 568.80 73,678 505.09 1.1278 569.62

1998 ........... 1.3 73,678 505.09 101,607 10,536 575.18 111,925 1.1256 575.91 73,896 510.74 1.1354 579.90

1999 ........... a 2.5 73,896 510.74 101,378 10,649 594.25 114,683 1.1336 593.43 71,240 522.19 1.1409 595.78

2000 ........... 3.5 71,240 522.19 101,031 10,811 624.45 111,933 1.1502 621.64 71,149 544.77 1.1540 628.66

2001 ........... 2.6 71,149 544.77 100,807 11,322 644.52 111,378 1.1534 644.67 71,900 559.60 1.1501 643.60

2002 ........... 1.4 71,900 559.60 105,484 11,840 653.85 112,590 1.1584 657.32 76,634 567.68 1.1439 649.39

2003 ........... 2.1 76,634 567.68 105,429 12,034 673.21 115,195 1.1604 672.55 78,902 583.26 1.1436 667.00

2004 ........... 2.7 78,902 583.26 107,038 13,122 694.74 134,723 1.1546 691.60 64,339 583.92 1.1799 688.99

2005 ........... 4.1 64,339 583.92 110,254 14,001 720.23 123,328 1.0940 664.99 65,307 713.81 1.0090 720.23

2006 ........... 3.3 65,307 713.81 107,977 14,029 745.08 120,503 1.0089 743.92 66,810 739.64 1.0107 747.58

2007 ........... 2.3 66,810 739.64 113,619 14,872 766.67 125,961 1.0144 767.52 69,340 755.46 1.0130 765.29

2008 ........... 5.8 69,340 755.46 117,613 15,750 813.62 131,388 1.0169 812.78 71,315 801.23 1.0142 812.59

2009 ........... .0 71,315 801.23 112,101 15,880 807.18 124,528 1.0153 813.45 74,852 791.09 1.0177 805.08

2010 ........... .0 74,852 791.09 112,272 17,469 814.77 132,127 1.0226 808.94 72,466 800.92 1.0177 815.09

2011 ........... 1.2 72,466 800.92 110,568 17,865 828.41 129,110 1.0192 826.07 71,790 814.58 1.0177 828.99

2012 ........... 2.4 71,790 814.58 108,632 18,792 862.39 127,972 1.0249 854.94 71,241 847.30 1.0177 862.29

2013 ........... 2.7 71,241 847.30 106,661 19,732 897.66 126,973 1.0238 890.88 70,661 882.14 1.0177 897.74

2014 ........... 2.8 70,661 882.14 105,123 20,679 935.20 126,112 1.0237 928.32 70,352 919.04 1.0177 935.29

2015 ........... 2.8 70,352 919.04 104,968 21,273 974.99 125,950 1.0241 967.58 70,642 958.10 1.0177 975.05

2016 ........... 2.8 70,642 958.10 105,516 21,379 1,016.89 126,525 1.0244 1,008.95 71,012 999.24 1.0177 1,016.92

2017 ........... 2.8 71,012 999.24 106,630 21,537 1,058.54 127,427 1.0235 1,051.35 71,752 1,040.31 1.0177 1,058.71

2018 ........... 2.8 71,752 1,040.31 107,390 21,738 1,102.45 128,608 1.0236 1,094.72 72,271 1,083.43 1.0177 1,102.59

2019 ........... 2.8 72,271 1,083.43 106,609 21,766 1,147.65 128,874 1.0232 1,139.66 71,773 1,127.88 1.0177 1,147.83

a Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
231

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 2010 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 1980-2019)

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

1980........... 14.3 4,403,216 $257.42 424,690 $314.70 330,749 0.9433 $277.54 4,497,157 $297.39 1.0475 $311.51

1985........... 3.1 4,859,429 414.38 413,155 444.08 288,599 .8787 375.41 4,983,985 431.62 1.0053 433.92

1990........... 5.4 5,190,365 516.88 379,700 570.14 335,301 .8977 489.06 5,234,764 550.20 1.0131 557.39

1995........... 2.6 5,296,248 644.05 349,199 679.54 367,889 .8913 588.97 5,277,558 667.04 1.0212 681.20

2000........... 3.5 4,920,278 750.27 455,419 732.60 549,164 .8897 690.87 4,826,533 782.14 1.0379 811.78

2001........... 2.6 4,826,533 782.14 443,496 752.08 504,286 .8677 696.34 4,765,743 809.01 1.0414 842.49

2002........... 1.4 4,765,743 809.01 453,824 751.77 497,357 .8516 698.58 4,722,210 826.57 1.0438 862.81

2003........... 2.1 4,722,210 826.57 434,428 780.23 619,424 .8948 755.14 4,537,214 849.95 1.0465 889.51

2004........... 2.7 4,537,214 849.95 442,604 790.08 503,533 .8643 754.49 4,476,285 878.03 1.0500 921.93

2005........... 4.1 4,476,285 878.03 436,999 812.82 520,918 .8629 788.72 4,392,366 918.82 1.0540 968.44

2006........... 3.3 4,392,366 918.82 451,811 847.16 525,793 .8642 820.22 4,318,384 954.17 1.0577 1,009.27

2007........... 2.3 4,318,384 954.17 462,163 880.58 526,534 .8606 840.03 4,254,013 982.58 1.0611 1,042.58

2008........... 5.8 4,254,013 982.58 481,120 935.60 539,959 .8470 880.47 4,195,174 1,048.13 1.0635 1,114.66

2009........... .0 4,195,174 1,048.13 478,548 934.74 539,378 .8157 854.97 4,134,344 1,060.20 1.0620 1,125.92

2010........... .0 4,134,344 1,060.20 479,409 941.00 500,687 .8105 859.26 4,113,066 1,070.77 1.0620 1,137.14

2011........... 1.2 4,113,066 1,070.77 485,725 958.95 496,986 .8072 874.68 4,101,805 1,094.17 1.0620 1,162.00

2012........... 2.4 4,101,805 1,094.17 494,372 992.60 495,822 .8040 900.78 4,100,355 1,131.58 1.0620 1,201.72

2013........... 2.7 4,100,355 1,131.58 501,362 1,031.02 503,509 .8050 935.56 4,098,208 1,173.93 1.0620 1,246.70

2014........... 2.8 4,098,208 1,173.93 503,989 1,073.18 502,274 .8043 970.67 4,099,923 1,219.30 1.0620 1,294.88

2015........... 2.8 4,099,923 1,219.30 507,419 1,115.71 513,966 .8080 1,012.79 4,093,376 1,266.58 1.0620 1,345.10

2016........... 2.8 4,093,376 1,266.58 511,133 1,160.48 511,284 .8060 1,049.46 4,093,225 1,315.92 1.0620 1,397.49

2017........... 2.8 4,093,225 1,315.92 513,229 1,207.12 517,383 .8080 1,093.08 4,089,071 1,367.34 1.0620 1,452.10

2018........... 2.8 4,089,071 1,367.34 514,781 1,255.92 515,397 .8071 1,134.45 4,088,455 1,420.96 1.0620 1,509.04

2019........... 2.8 4,088,455 1,420.96 514,940 1,306.11 522,000 .8098 1,182.93 4,081,395 1,476.77 1.0620 1,568.31

Widowers

1980........... 14.3 40,571 103.72 11,412 194.60 4,611 2.4216 287.07 47,372 120.47 1.9870 239.36

1985........... 3.1 58,494 277.86 13,697 260.82 11,804 .9306 266.58 60,387 284.55 1.1169 317.81

1990........... 5.4 61,981 329.98 13,098 326.01 13,542 .9107 316.73 61,537 350.00 1.1669 408.40

1995........... 2.6 63,281 404.86 12,598 388.29 13,089 .9061 376.40 62,790 418.07 1.1964 500.19

2000........... 3.5 54,999 469.34 22,155 431.36 21,193 .8495 412.67 55,961 491.91 1.2337 606.86

2001........... 2.6 55,961 491.91 22,585 447.32 21,920 .8543 431.14 56,626 510.29 1.2480 636.83

2002........... 1.4 56,626 510.29 25,561 457.76 23,052 .8243 426.53 59,135 527.08 1.2574 662.75

2003........... 2.1 59,135 527.08 26,293 491.10 24,526 .8525 458.78 60,902 549.79 1.2690 697.71

2004........... 2.7 60,902 549.79 27,115 512.72 23,292 .8359 471.96 64,725 576.24 1.2774 736.06

2005........... 4.1 64,725 576.24 29,578 533.93 27,105 .7973 478.29 67,198 619.88 1.2677 785.82

2006........... 3.3 67,198 619.88 30,266 561.58 25,881 .8057 515.93 71,583 652.02 1.2717 829.18

2007........... 2.3 71,583 652.02 31,522 588.47 29,709 .8189 546.25 73,396 682.16 1.2675 864.61

2008........... 5.8 73,396 682.16 34,573 646.71 35,565 .8385 605.18 72,404 743.16 1.2621 937.96

2009........... .0 72,404 743.16 37,050 676.99 26,859 .7592 564.20 82,595 771.67 1.2461 961.59

2010........... .0 82,595 771.67 37,405 681.53 34,462 .8016 618.57 85,538 793.94 1.2461 989.33

2011........... 1.2 85,538 793.94 37,859 694.52 34,561 .7954 639.09 88,836 820.98 1.2461 1,023.04

2012........... 2.4 88,836 820.98 39,050 718.90 34,506 .7836 658.74 93,380 856.99 1.2461 1,067.91

2013........... 2.7 93,380 856.99 40,012 746.72 37,001 .7907 695.93 96,391 895.46 1.2461 1,115.84

2014........... 2.8 96,391 895.46 40,816 777.25 37,889 .7891 726.35 99,318 935.73 1.2461 1,166.02

2015........... 2.8 99,318 935.73 41,619 808.06 38,746 .7873 757.29 102,191 976.85 1.2461 1,217.27

2016........... 2.8 102,191 976.85 42,614 840.48 38,952 .7813 784.55 105,853 1,019.12 1.2461 1,269.94

2017........... 2.8 105,853 1,019.12 43,424 874.26 40,294 .7835 820.84 108,983 1,062.43 1.2461 1,323.91

2018........... 2.8 108,983 1,062.43 44,308 909.60 40,940 .7815 853.51 112,351 1,107.15 1.2461 1,379.63

2019........... 2.8 112,351 1,107.15 45,042 945.96 41,644 .7808 888.62 115,749 1,153.13 1.2461 1,436.93
Benefit Payments

232

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 2010 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 1980-2019)

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

1980 ........... 14.3 620,414 $216.02 99,922 $247.60 110,604 0.9655 $238.39 609,732 $248.57 1.0026 $249.21

1985 ........... 3.1 417,763 327.14 66,990 324.39 80,120 .9479 319.69 404,633 338.63 1.0017 339.20

1990 ........... 5.4 347,478 392.89 52,606 407.24 60,164 .9761 404.20 339,920 414.80 1.0050 416.88

1995 ........... 2.6 312,767 467.26 46,617 473.80 53,762 .9766 468.21 305,622 480.53 1.0099 485.28

2000 ........... 3.5 262,595 553.63 35,900 611.64 46,336 .9801 561.60 252,159 580.60 1.0328 599.67

2001 ........... 2.6 252,159 580.60 36,180 646.60 44,627 .9833 585.72 243,712 605.08 1.0341 625.73

2002 ........... 1.4 243,712 605.08 36,534 665.38 43,738 .9738 597.45 236,508 624.53 1.0336 645.53

2003 ........... 2.1 236,508 624.53 34,712 688.78 41,166 .9797 624.68 230,054 647.68 1.0336 669.47

2004 ........... 2.7 230,054 647.68 35,499 704.51 42,498 .9326 620.32 223,055 679.98 1.0229 695.52

2005 ........... 4.1 223,055 679.98 34,036 729.15 40,045 .9772 691.70 217,046 714.18 1.0236 731.04

2006 ........... 3.3 217,046 714.18 30,512 754.62 38,906 .9679 714.07 208,652 744.63 1.0250 763.21

2007 ........... 2.3 208,652 744.63 29,497 771.68 36,416 .9634 733.86 201,733 768.24 1.0269 788.90

2008 ........... 5.8 201,733 768.24 28,496 832.87 34,522 .9579 778.59 195,707 821.76 1.0258 842.97

2009 ........... .0 195,707 821.76 28,405 837.62 32,455 .9565 786.01 191,657 830.16 1.0246 850.59

2010 ........... .0 191,657 830.16 28,659 845.49 32,675 .9675 803.16 187,641 837.20 1.0246 857.81

2011 ........... 1.2 187,641 837.20 28,685 859.65 32,141 .9675 819.69 184,185 853.99 1.0246 875.01

2012 ........... 2.4 184,185 853.99 28,740 894.91 31,630 .9705 848.66 181,295 882.23 1.0246 903.94

2013 ........... 2.7 181,295 882.23 28,766 931.52 31,177 .9709 879.67 178,884 914.74 1.0246 937.25

2014 ........... 2.8 178,884 914.74 28,791 970.47 30,777 .9712 913.30 176,898 949.96 1.0246 973.34

2015 ........... 2.8 176,898 949.96 28,809 1,011.76 30,398 .9713 948.55 175,309 987.21 1.0246 1,011.50

2016 ........... 2.8 175,309 987.21 28,808 1,055.23 30,107 .9711 985.57 174,010 1,026.60 1.0246 1,051.86

2017 ........... 2.8 174,010 1,026.60 28,840 1,098.45 29,873 .9705 1,024.23 172,977 1,067.90 1.0246 1,094.18

2018 ........... 2.8 172,977 1,067.90 28,882 1,144.02 29,683 .9703 1,065.21 172,176 1,111.18 1.0246 1,138.52

2019 ........... 2.8 172,176 1,111.18 28,898 1,190.93 29,546 .9700 1,108.05 171,528 1,156.38 1.0246 1,184.84

Fathers

1980 ........... 14.3 20,976 142.29 7,887 151.50 5,808 .9141 148.67 23,055 162.35 .8808 142.99

1985 ........... 3.1 27,183 210.92 5,251 205.48 4,669 .9753 212.08 27,765 216.10 .9045 195.47

1990 ........... 5.4 26,361 273.86 4,575 291.67 4,362 .9363 270.27 26,574 292.18 .9055 264.56

1995 ........... 2.6 23,581 345.76 4,709 367.05 4,829 .9258 328.43 23,461 362.64 .9688 351.33

2000 ........... 3.5 20,684 444.67 3,848 496.11 4,071 .9571 440.49 20,461 470.91 1.0676 502.76

2001 ........... 2.6 20,461 470.91 4,072 531.16 4,157 .9661 466.80 20,376 496.08 1.0645 528.10

2002 ........... 1.4 20,376 496.08 4,295 532.62 4,157 .9410 473.36 20,514 515.23 1.0625 547.43

2003 ........... 2.1 20,514 515.23 4,494 550.30 4,306 .9335 491.06 20,702 538.60 1.0592 570.46

2004 ........... 2.7 20,702 538.60 4,531 576.43 4,533 .9082 502.36 20,700 569.36 1.0435 594.10

2005 ........... 4.1 20,700 569.36 4,212 592.58 4,533 .9714 575.74 20,379 596.45 1.0472 624.57

2006 ........... 3.3 20,379 596.45 3,758 618.70 4,377 .9499 585.25 19,760 623.46 1.0541 657.18

2007 ........... 2.3 19,760 623.46 3,669 631.86 3,946 .9486 605.04 19,483 643.31 1.0521 676.82

2008 ........... 5.8 19,483 643.31 3,825 675.54 3,913 .9479 645.17 19,395 686.78 1.0481 719.83

2009 ........... .0 19,395 686.78 4,225 684.98 3,909 .9455 649.38 19,711 693.81 1.0437 724.10

2010 ........... .0 19,711 693.81 4,007 691.42 3,996 .9435 654.64 19,722 701.26 1.0437 731.88

2011 ........... 1.2 19,722 701.26 4,011 703.00 4,013 .9423 668.75 19,720 716.64 1.0437 747.93

2012 ........... 2.4 19,720 716.64 4,019 731.83 4,027 .9468 694.79 19,712 741.41 1.0437 773.78

2013 ........... 2.7 19,712 741.41 4,022 761.77 4,037 .9471 721.12 19,697 769.76 1.0437 803.37

2014 ........... 2.8 19,697 769.76 4,026 793.62 4,042 .9473 749.59 19,681 800.35 1.0437 835.30

2015 ........... 2.8 19,681 800.35 4,028 827.39 4,044 .9479 779.88 19,665 832.53 1.0437 868.88

2016 ........... 2.8 19,665 832.53 4,028 862.94 4,043 .9480 811.33 19,650 866.45 1.0437 904.28

2017 ........... 2.8 19,650 866.45 4,033 898.28 4,046 .9475 843.97 19,637 901.90 1.0437 941.28

2018 ........... 2.8 19,637 901.90 4,038 935.55 4,044 .9475 878.46 19,631 938.91 1.0437 979.91

2019 ........... 2.8 19,631 938.91 4,041 973.90 4,046 .9474 914.38 19,626 977.47 1.0437 1,020.15
OASI Dollars

233

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 2010 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 1980-2019)

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

1980........... 14.3 769 $215.27 64 $229.80 121 0.9086 $223.56 712 $248.42 0.9996 $248.32

1985........... 3.1 584 333.63 48 339.63 77 .8527 293.32 555 350.63 1.0018 351.25

1990........... 5.4 482 433.41 29 456.60 50 .8063 368.33 461 466.39 1.0107 471.40

1995........... 2.6 453 544.61 34 552.58 37 .9601 536.50 450 560.13 1.0317 577.89

2000........... 3.5 380 618.25 20 643.40 26 .9432 603.55 374 642.60 1.0424 669.83

2001........... 2.6 374 642.60 27 678.56 24 1.0271 677.21 377 659.55 1.0448 689.09

2002........... 1.4 377 659.55 13 838.34 34 .9913 662.99 356 675.52 1.0474 707.53

2003........... 2.1 356 675.52 15 664.13 24 .9145 630.73 347 692.68 1.0692 740.63

2004........... 2.7 347 692.68 19 589.42 28 .8228 585.31 338 714.97 1.0654 761.75

2005........... 4.1 338 714.97 30 749.00 30 1.0498 781.32 338 741.42 1.0646 789.33

2006........... 3.3 338 741.42 22 829.82 22 .9543 730.86 338 772.33 1.0794 833.68

2007........... 2.3 338 772.33 27 751.88 22 .8697 687.14 343 793.69 1.0772 854.93

2008........... 5.8 343 793.69 20 747.26 31 .9463 794.59 332 838.36 1.0851 909.68

2009........... .0 332 838.36 13 810.68 18 .9599 804.71 327 839.12 1.0946 918.48

2010........... .0 327 839.12 8 816.11 20 1.0164 852.90 315 837.62 1.0946 916.84

2011........... 1.2 315 837.62 9 831.68 22 .8932 757.17 302 853.86 1.0946 934.62

2012........... 2.4 302 853.86 9 860.86 22 .8963 783.69 289 880.75 1.0946 964.05

2013........... 2.7 289 880.75 7 894.18 21 .8990 813.13 275 911.11 1.0946 997.29

2014........... 2.8 275 911.11 5 930.74 20 .9110 853.25 260 942.78 1.0946 1,031.95

2015........... 2.8 260 942.78 4 967.63 19 .9140 885.81 245 975.50 1.0946 1,067.76

2016........... 2.8 245 975.50 4 1,006.46 18 .9138 916.38 231 1,009.46 1.0946 1,104.93

2017........... 2.8 231 1,009.46 1 1,046.91 16 .9201 954.78 216 1,044.10 1.0946 1,142.86

2018........... 2.8 216 1,044.10 ... 1,089.23 15 .9263 994.28 201 1,079.39 1.0946 1,181.48

2019........... 2.8 201 1,079.39 ... 1,132.76 14 .9337 1,036.00 186 1,115.19 1.0946 1,220.67

Female

1980........... 14.3 15,433 239.54 660 317.00 1,844 .9676 264.91 14,249 276.94 1.0017 277.41

1985........... 3.1 10,087 363.96 333 374.44 1,203 .9486 355.95 9,217 377.73 1.0054 379.77

1990........... 5.4 6,357 449.95 204 519.47 744 .9786 464.07 5,817 477.13 1.0123 483.02

1995........... 2.6 4,320 557.00 164 619.06 484 .9612 549.31 4,000 576.11 1.0278 592.12

2000........... 3.5 3,061 650.56 114 719.40 277 .9692 652.56 2,898 677.12 1.0448 707.47

2001........... 2.6 2,898 677.12 102 795.90 272 1.0104 701.98 2,728 697.79 1.0506 733.12

2002........... 1.4 2,728 697.79 126 833.91 263 .9482 670.90 2,591 717.42 1.0563 757.82

2003........... 2.1 2,591 717.42 106 786.85 233 .9693 710.02 2,464 736.95 1.0634 783.66

2004........... 2.7 2,464 736.95 85 796.95 202 .9319 705.29 2,347 762.74 1.0689 815.32

2005........... 4.1 2,347 762.74 122 834.00 218 .9500 754.31 2,251 800.03 1.0724 857.97

2006........... 3.3 2,251 800.03 104 916.13 183 .9874 816.05 2,172 831.60 1.0817 899.55

2007........... 2.3 2,172 831.60 116 890.41 194 1.0286 875.09 2,094 850.66 1.0892 926.51

2008........... 5.8 2,094 850.66 111 946.03 205 .9847 886.21 2,000 903.97 1.0930 988.07

2009........... .0 2,000 903.97 132 873.71 183 .9353 845.49 1,949 907.41 1.0991 997.31

2010........... .0 1,949 907.41 72 879.56 171 .8691 788.67 1,850 917.31 1.0991 1,008.19

2011........... 1.2 1,850 917.31 56 896.34 155 .8908 826.92 1,751 936.29 1.0991 1,029.05

2012........... 2.4 1,751 936.29 48 927.79 146 .8985 861.40 1,653 966.47 1.0991 1,062.22

2013........... 2.7 1,653 966.47 41 963.70 137 .9046 897.91 1,557 1,000.14 1.0991 1,099.23

2014........... 2.8 1,557 1,000.14 34 1,003.11 129 .9105 936.15 1,462 1,035.67 1.0991 1,138.27

2015........... 2.8 1,462 1,035.67 27 1,042.86 121 .9178 977.17 1,368 1,071.98 1.0991 1,178.18

2016........... 2.8 1,368 1,071.98 24 1,084.71 114 .9223 1,016.34 1,278 1,109.28 1.0991 1,219.18

2017........... 2.8 1,278 1,109.28 17 1,128.31 105 .9289 1,059.22 1,190 1,147.35 1.0991 1,261.02

2018........... 2.8 1,190 1,147.35 14 1,173.92 99 .9332 1,100.71 1,105 1,186.44 1.0991 1,303.98

2019........... 2.8 1,105 1,186.44 11 1,220.84 93 .9367 1,142.40 1,023 1,226.66 1.0991 1,348.19
234

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 2010 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 1980-2019)

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

1980 ........... 14.3 129,721 $180.62 15,790 $205.40 18,206 1.0373 $214.15 127,305 $205.21 1.0007 $205.35

1985 ........... 3.1 107,458 306.48 16,745 308.22 18,267 .9925 313.60 105,936 315.16 1.0045 316.58

1990 ........... 5.4 101,942 366.26 14,924 403.26 15,571 1.0031 387.25 101,295 388.39 1.0075 391.30

1995 ........... 2.6 160,205 446.87 28,713 462.32 16,481 1.0022 459.48 172,437 459.03 1.0054 461.49

2000 ........... 3.5 197,339 501.29 26,967 532.56 24,169 1.0124 525.29 200,137 519.91 1.0075 523.83

2001 ........... 2.6 200,137 519.91 27,064 553.33 24,625 .9828 524.27 202,576 537.20 1.0075 541.23

2002 ........... 1.4 202,576 537.20 28,240 569.84 25,481 .9905 539.54 205,335 548.81 1.0077 553.03

2003 ........... 2.1 205,335 548.81 27,170 585.03 27,606 .9079 508.74 204,899 570.57 .9974 569.07

2004 ........... 2.7 204,899 570.57 26,674 601.37 25,429 .9716 569.36 206,144 590.01 .9974 588.46

2005 ........... 4.1 206,144 590.01 28,099 619.82 20,739 1.2207 749.76 213,504 601.77 1.0229 615.53

2006 ........... 3.3 213,504 601.77 27,135 631.98 23,783 1.0914 678.42 216,856 616.70 1.0341 637.75

2007 ........... 2.3 216,856 616.70 27,222 644.83 22,877 .7497 472.99 221,201 648.93 1.0058 652.71

2008 ........... 5.8 221,201 648.93 28,659 683.84 24,454 .9682 664.72 225,406 688.59 1.0047 691.83

2009 ........... .0 225,406 688.59 29,315 679.85 23,713 .9813 675.74 231,008 688.80 1.0039 691.51

2010 ........... .0 231,008 688.80 28,146 688.42 23,606 .9950 685.37 235,548 689.10 1.0039 691.81

2011 ........... 1.2 235,548 689.10 27,597 696.23 25,725 .9958 694.45 237,420 697.55 1.0039 700.30

2012 ........... 2.4 237,420 697.55 27,038 729.00 27,348 1.0093 720.96 237,110 715.20 1.0039 718.01

2013 ........... 2.7 237,110 715.20 26,482 756.81 28,340 1.0087 740.93 235,252 736.25 1.0039 739.15

2014 ........... 2.8 235,252 736.25 25,877 789.17 27,263 1.0096 764.12 233,866 759.59 1.0039 762.58

2015 ........... 2.8 233,866 759.59 25,314 822.21 26,817 1.0065 785.93 232,363 784.78 1.0039 787.87

2016 ........... 2.8 232,363 784.78 24,691 855.93 26,328 1.0016 808.02 230,726 811.87 1.0039 815.07

2017 ........... 2.8 230,726 811.87 23,970 888.43 26,639 .9944 829.93 228,057 840.81 1.0039 844.12

2018 ........... 2.8 228,057 840.81 23,324 922.96 26,444 .9894 855.16 224,937 871.51 1.0039 874.94

2019 ........... 2.8 224,937 871.51 22,864 957.36 26,258 .9847 882.19 221,543 903.88 1.0039 907.44

Disabled widowers

1980 ........... 14.3 862 134.39 271 134.80 147 1.0163 156.12 986 148.07 .9826 145.49

1985 ........... 3.1 1,304 192.67 343 180.49 253 1.0775 214.03 1,394 191.38 .9994 191.27

1990 ........... 5.4 1,679 221.41 383 261.78 316 1.0943 255.36 1,746 235.62 1.0119 238.42

1995 ........... 2.6 3,535 291.07 830 306.49 372 1.0638 317.67 3,993 298.49 1.0305 307.59

2000 ........... 3.5 5,352 332.67 1,035 382.42 1,175 .9743 335.46 5,212 353.87 1.0221 361.68

2001 ........... 2.6 5,212 353.87 1,088 383.77 711 1.0143 368.25 5,589 366.44 1.0229 374.84

2002 ........... 1.4 5,589 366.44 1,257 405.72 787 1.0156 377.39 6,059 377.90 1.0179 384.67

2003 ........... 2.1 6,059 377.90 1,253 418.57 1,023 .9922 382.83 6,289 392.85 1.0202 400.78

2004 ........... 2.7 6,289 392.85 1,328 428.04 910 .9757 393.67 6,707 409.65 1.0170 416.60

2005 ........... 4.1 6,707 409.65 1,686 444.14 132 -.4319 -184.18 8,261 439.82 1.0039 441.53

2006 ........... 3.3 8,261 439.82 1,608 432.92 981 .9385 426.37 8,888 453.54 1.0034 455.08

2007 ........... 2.3 8,888 453.54 1,747 483.54 1,037 .9955 461.88 9,598 467.76 1.0021 468.76

2008 ........... 5.8 9,598 467.76 2,113 498.94 1,148 .9541 472.19 10,563 498.17 .9996 497.97

2009 ........... .0 10,563 498.17 2,351 496.56 1,233 .9565 476.50 11,681 500.13 .9943 497.26

2010 ........... .0 11,681 500.13 2,242 502.82 1,269 .9581 479.20 12,654 502.71 .9943 499.82

2011 ........... 1.2 12,654 502.71 2,270 508.53 1,448 .9561 486.42 13,476 511.10 .9943 508.17

2012 ........... 2.4 13,476 511.10 2,308 532.46 1,601 .9738 509.66 14,183 526.40 .9943 523.37

2013 ........... 2.7 14,183 526.40 2,366 552.77 1,761 .9719 525.40 14,788 544.37 .9943 541.24

2014 ........... 2.8 14,788 544.37 2,423 576.41 1,850 .9735 544.80 15,361 564.04 .9943 560.80

2015 ........... 2.8 15,361 564.04 2,478 600.54 1,916 .9732 564.27 15,923 584.93 .9943 581.57

2016 ........... 2.8 15,923 584.93 2,540 625.17 2,038 .9710 583.90 16,425 607.16 .9943 603.67

2017 ........... 2.8 16,425 607.16 2,613 648.90 2,124 .9661 602.99 16,914 630.64 .9943 627.02

2018 ........... 2.8 16,914 630.64 2,706 674.13 2,199 .9646 625.33 17,421 655.21 .9943 651.44

2019 ........... 2.8 17,421 655.21 2,826 699.26 2,263 .9628 648.48 17,984 680.75 .9943 676.84
OASI Dollars

235

Sources:

• Historical PIAs from SSA administrative records or from 1-A Table In Force Supplement.

• Historical ratios of benefit to PIA computed by dividing corresponding figures.

• Historical average monthly benefits from 1-A Table Current-Payment Supplement.

Note: Future estimates based on 2010 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 1980-2019)

Year Special age-72 PIA

Average benefit

Ratio to PIA Amount

1980 .......................................... $105.20 0.9925 $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 .......................................... 223.70 1.0000 223.70

2002 .......................................... 226.80 1.0000 226.80

2003 .......................................... 231.50 1.0000 231.50

2004 .......................................... 237.70 1.0000 237.70

2005 .......................................... 247.40 1.0000 247.40

2006 .......................................... 255.50 1.0000 255.50

2007 .......................................... 261.30 1.0000 261.30

2008 .......................................... 276.40 1.0000 276.40

2009 .......................................... 276.40 1.0000 276.40

2010 .......................................... ... ... ...

2011 .......................................... ... ... ...

2012 .......................................... ... ... ...

2013 .......................................... ... ... ...

2014 .......................................... ... ... ...

2015 .......................................... ... ... ...

2016 .......................................... ... ... ...

2017 .......................................... ... ... ...

2018 .......................................... ... ... ...

2019 .......................................... ... ... ...
236

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.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E12.—Current-Payment Benefits to Retired Workers

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 10,270,685 $352.97 12.039 $43,644.3 8,879,123 $276.16 12.041 $29,526.9 19,149,808 $317.36 12.040 $73,171.1

1985........... 11,667,999 520.02 12.017 72,919.1 10,442,813 398.04 12.012 49,931.5 22,110,812 462.41 12.016 122,850.6

1986........... 11,918,724 540.54 12.022 77,452.4 10,726,318 413.54 12.012 53,284.6 22,645,042 480.38 12.018 130,737.1

1987........... 12,189,057 552.29 12.006 80,824.8 11,010,416 422.01 12.004 55,778.3 23,199,473 490.46 12.006 136,603.1

1988........... 12,391,250 580.00 12.000 86,242.2 11,244,992 442.91 11.999 59,764.5 23,636,242 514.78 12.000 146,006.7

1989........... 12,595,085 607.68 11.998 91,829.6 11,470,858 463.95 11.998 63,854.9 24,065,943 539.17 11.998 155,684.4

1990........... 12,837,999 641.33 12.000 98,804.3 11,713,140 489.59 11.999 68,810.1 24,551,139 568.94 12.000 167,614.3

1991........... 13,089,581 681.14 11.996 106,959.6 11,940,016 519.93 11.997 74,480.9 25,029,597 604.24 11.997 181,440.5

1992........... 13,330,638 711.22 11.994 113,718.8 12,153,401 543.04 11.997 79,178.1 25,484,039 631.01 11.996 192,896.9

1993........... 13,539,346 737.18 12.001 119,784.0 12,344,946 563.33 12.003 83,478.5 25,884,292 654.27 12.002 203,262.5

1994........... 13,690,143 760.98 12.002 125,039.0 12,505,409 582.26 12.002 87,394.8 26,195,552 675.66 12.002 212,433.7

1995........... 13,834,710 786.94 12.002 130,674.5 12,663,595 602.87 12.003 91,643.4 26,498,305 698.97 12.003 222,317.8

1996........... 13,938,448 811.85 12.004 135,840.1 12,791,194 623.01 12.006 95,681.2 26,729,642 721.48 12.005 231,521.3

1997........... 14,050,754 839.87 11.993 141,534.3 12,937,372 645.70 12.032 100,516.8 26,988,126 746.79 12.010 242,051.2

1998........... 14,144,941 862.43 11.993 146,306.8 13,220,275 664.42 11.993 105,346.9 27,365,216 766.77 11.993 251,653.7

1999........... 14,243,508 879.52 11.993 150,253.2 13,362,846 678.09 11.996 108,707.5 27,606,354 782.02 11.995 258,960.7

2000........... 14,653,342 911.64 11.908 159,084.0 13,629,755 701.08 11.956 114,252.4 28,283,097 810.17 11.929 273,336.4

2001........... 14,873,800 954.86 11.990 170,298.9 13,835,611 732.97 11.990 121,599.7 28,709,411 847.92 11.991 291,898.5

2002........... 15,036,721 988.75 11.993 178,305.4 14,005,485 759.41 11.995 127,581.3 29,042,206 878.15 11.994 305,886.7

2003........... 15,171,241 1,011.88 11.997 184,174.4 14,186,759 777.26 11.994 132,256.9 29,358,000 898.50 11.996 316,431.4

2004........... 15,327,424 1,042.91 12.001 191,851.8 14,389,793 800.81 11.997 138,250.7 29,717,217 925.68 12.000 330,102.6

2005........... 15,565,782 1,080.31 11.996 201,724.9 14,677,328 829.37 11.996 146,032.2 30,243,110 958.53 11.996 347,757.1

2006........... 15,826,295 1,134.80 11.971 214,994.7 15,002,885 871.39 11.977 156,592.3 30,829,180 1,006.61 11.974 371,587.0

2007........... 16,065,240 1,183.11 11.974 227,606.2 15,311,012 909.29 11.979 166,774.0 31,376,252 1,049.49 11.977 394,380.2

2008........... 16,327,238 1,221.98 11.989 239,203.3 15,638,694 940.19 11.990 176,293.0 31,965,932 1,084.12 11.990 415,496.2

2009........... 16,834,854 1,305.36 11.971 263,087.2 16,192,774 1,005.64 11.971 194,949.8 33,027,628 1,158.41 11.972 458,037.1

2010-I........ 17,146,197 1,313.37 3.000 67,557.8 16,519,381 1,012.85 3.000 50,194.7 33,665,578 1,165.90 3.000 117,752.6

2010-II....... 17,324,261 1,316.82 3.000 68,438.9 16,680,286 1,015.44 3.000 50,813.4 34,004,548 1,168.98 3.000 119,252.3

2010-III ..... 17,466,894 1,319.48 3.000 69,141.9 16,816,069 1,017.72 3.000 51,342.3 34,282,962 1,171.47 3.000 120,484.2

2010-IV ..... 17,565,103 1,322.41 3.000 69,684.7 16,917,500 1,020.21 3.000 51,778.2 34,482,603 1,174.15 3.000 121,462.8

2011-I ........ 17,696,963 1,327.05 3.000 70,454.2 17,050,822 1,024.03 3.000 52,381.6 34,747,785 1,178.36 3.000 122,835.9

2011-II....... 17,864,117 1,330.10 3.000 71,283.2 17,205,738 1,026.63 3.000 52,991.9 35,069,855 1,181.22 3.000 124,275.2

2011-III ..... 18,009,248 1,332.35 3.000 71,984.1 17,354,674 1,028.93 3.000 53,570.0 35,363,922 1,183.45 3.000 125,554.1

2011-IV ..... 18,109,116 1,334.87 3.000 72,519.9 17,466,577 1,031.42 3.000 54,046.2 35,575,694 1,185.89 3.000 126,566.1

2012-I........ 18,253,468 1,355.44 3.000 74,224.5 17,616,161 1,047.74 3.000 55,371.2 35,869,629 1,204.32 3.000 129,595.8

2012-II....... 18,443,987 1,358.87 3.000 75,189.2 17,792,780 1,050.52 3.000 56,074.9 36,236,767 1,207.47 3.000 131,264.1

2012-III ..... 18,607,846 1,361.49 3.000 76,003.2 17,960,712 1,052.99 3.000 56,737.1 36,568,558 1,209.97 3.000 132,740.3

2012-IV ..... 18,721,051 1,364.37 3.000 76,627.6 18,087,841 1,055.66 3.000 57,283.8 36,808,891 1,212.67 3.000 133,911.4

2013-I........ 18,882,131 1,402.04 3.000 79,420.8 18,256,402 1,085.15 3.000 59,432.9 37,138,533 1,246.27 3.000 138,853.6

2013-II....... 19,092,819 1,405.60 3.000 80,510.6 18,455,358 1,088.03 3.000 60,239.7 37,548,177 1,249.51 3.000 140,750.3

2013-III ..... 19,272,964 1,408.31 3.000 81,426.9 18,642,901 1,090.57 3.000 60,994.3 37,915,865 1,252.08 3.000 142,421.2

2013-IV ..... 19,397,729 1,411.30 3.000 82,127.9 18,785,714 1,093.33 3.000 61,617.2 38,183,443 1,254.86 3.000 143,745.2

2014-I........ 19,565,810 1,454.53 3.000 85,377.3 18,964,499 1,127.19 3.000 64,129.7 38,530,309 1,293.41 3.000 149,507.0

2014-II....... 19,779,004 1,458.27 3.000 86,529.4 19,167,793 1,130.24 3.000 64,992.8 38,946,798 1,296.83 3.000 151,522.1

2014-III ..... 19,961,666 1,461.13 3.000 87,499.8 19,359,743 1,132.95 3.000 65,801.1 39,321,409 1,299.55 3.000 153,301.0

2014-IV ..... 20,088,064 1,464.28 3.000 88,243.7 19,505,747 1,135.89 3.000 66,469.2 39,593,811 1,302.50 3.000 154,712.9

2015-I........ 20,259,758 1,510.62 3.000 91,814.2 19,693,608 1,172.30 3.000 69,260.2 39,953,366 1,343.85 3.000 161,074.4

2015-II....... 20,478,607 1,514.43 3.000 93,040.2 19,911,421 1,175.61 3.000 70,224.2 40,390,029 1,347.40 3.000 163,264.4

2015-III ..... 20,666,257 1,517.33 3.000 94,072.5 20,116,439 1,178.57 3.000 71,125.9 40,782,695 1,350.23 3.000 165,198.5

2015-IV ..... 20,796,065 1,520.53 3.000 94,863.1 20,272,715 1,181.76 3.000 71,872.6 41,068,780 1,353.30 3.000 166,735.7

2016-I........ 20,973,488 1,568.70 3.000 98,703.1 20,470,615 1,219.75 3.000 74,906.9 41,444,103 1,396.34 3.000 173,610.1

2016-II....... 21,200,452 1,572.95 3.000 100,041.6 20,697,763 1,223.24 3.000 75,955.2 41,898,216 1,400.19 3.000 175,996.8

2016-III ..... 21,395,029 1,576.25 3.000 101,172.0 20,911,499 1,226.37 3.000 76,935.7 42,306,528 1,403.31 3.000 178,107.7

2016-IV ..... 21,529,639 1,579.87 3.000 102,042.1 21,074,456 1,229.74 3.000 77,748.3 42,604,095 1,406.67 3.000 179,790.4

2017-I........ 21,713,023 1,630.12 3.000 106,184.3 21,279,789 1,269.34 3.000 81,033.9 42,992,812 1,451.55 3.000 187,218.2

2017-II....... 21,947,177 1,634.53 3.000 107,620.3 21,514,635 1,273.10 3.000 82,171.2 43,461,811 1,455.62 3.000 189,791.4

2017-III ..... 22,147,978 1,637.97 3.000 108,833.2 21,735,731 1,276.49 3.000 83,236.0 43,883,709 1,458.92 3.000 192,069.2

2017-IV ..... 22,286,876 1,641.73 3.000 109,767.0 21,904,239 1,280.12 3.000 84,120.0 44,191,115 1,462.49 3.000 193,886.9

2018-I........ 22,476,646 1,693.95 3.000 114,223.3 22,115,747 1,321.47 3.000 87,675.9 44,592,393 1,509.22 3.000 201,899.2

2018-II....... 22,719,352 1,698.58 3.000 115,772.1 22,356,887 1,325.52 3.000 88,903.7 45,076,239 1,513.55 3.000 204,675.8

2018-III ..... 22,927,464 1,702.19 3.000 117,080.7 22,584,182 1,329.17 3.000 90,054.9 45,511,646 1,517.09 3.000 207,135.7

2018-IV ..... 23,071,426 1,706.13 3.000 118,088.8 22,757,272 1,333.09 3.000 91,012.4 45,828,698 1,520.89 3.000 209,101.2

2019-I........ 23,267,124 1,760.43 3.000 122,880.3 22,974,685 1,376.27 3.000 94,857.9 46,241,809 1,569.56 3.000 217,738.2

2019-II....... 23,516,698 1,765.22 3.000 124,536.3 23,222,534 1,380.56 3.000 96,180.2 46,739,232 1,574.10 3.000 220,716.5

2019-III ..... 23,730,824 1,768.95 3.000 125,935.6 23,456,403 1,384.43 3.000 97,421.4 47,187,227 1,577.81 3.000 223,357.1

2019-IV ..... 23,878,909 1,773.02 3.000 127,013.6 23,634,369 1,388.58 3.000 98,454.6 47,513,278 1,581.79 3.000 225,468.3
OASI Dollars

237

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[Amounts in millions]

Calendar 

period

Young wives of retired workers Young husbands of retired workersa 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

1980........... 195,027 $111.64 11.885 $258.8 ... ... ... ... 195,027 $111.64 11.886 $258.8

1985........... 108,997 158.15 12.478 215.1 149 $81.78 13.295 $0.2 109,146 158.05 12.479 215.3

1986........... 104,574 162.94 12.324 210.0 136 85.72 13.039 .2 104,710 162.84 12.325 210.2

1987........... 99,695 166.45 12.254 203.4 125 92.77 13.021 .2 99,820 166.36 12.255 203.5

1988........... 92,608 174.72 12.500 202.3 118 96.51 12.557 .1 92,726 174.62 12.501 202.4

1989........... 90,476 183.32 12.170 201.9 107 103.74 11.981 .1 90,583 183.23 12.170 202.0

1990........... 87,932 194.79 12.128 207.7 106 110.62 12.025 .1 88,038 194.69 12.128 207.9

1991........... 84,968 208.76 12.349 219.1 104 125.82 13.602 .2 85,072 208.65 12.350 219.2

1992........... 83,576 220.17 12.417 228.5 103 139.35 13.655 .2 83,679 220.07 12.418 228.7

1993........... 81,813 229.99 12.445 234.2 106 150.83 12.196 .2 81,919 229.89 12.445 234.4

1994........... 79,602 239.17 12.503 238.0 88 155.78 13.714 .2 79,690 239.07 12.504 238.2

1995........... 76,826 248.37 12.544 239.4 79 158.65 14.122 .2 76,905 248.28 12.545 239.5

1996........... 66,971 266.54 12.656 225.9 64 157.48 14.585 .1 67,035 266.43 12.658 226.1

1997........... 63,116 277.92 12.522 219.7 64 163.92 13.535 .1 63,180 277.80 12.523 219.8

1998........... 59,478 287.68 12.530 214.4 59 188.06 13.699 .2 59,537 287.58 12.531 214.5

1999........... 56,102 296.88 12.607 210.0 70 212.63 12.429 .2 56,172 296.78 12.607 210.2

2000........... 55,559 311.67 12.470 215.9 63 215.22 13.570 .2 55,622 311.56 12.471 216.1

2001........... 55,297 331.57 12.391 227.2 67 214.99 13.121 .2 55,364 331.43 12.392 227.4

2002........... 53,704 348.05 12.358 231.0 59 232.32 13.934 .2 53,763 347.92 12.360 231.2

2003........... 53,452 361.26 11.938 230.5 57 231.24 14.415 .2 53,509 361.12 11.940 230.7

2004........... 51,497 377.62 11.926 231.9 66 268.71 13.701 .2 51,563 377.48 11.928 232.2

2005........... 49,134 397.14 11.819 230.6 80 321.18 11.364 .3 49,214 397.02 11.819 230.9

2006........... 47,564 420.87 11.584 231.9 89 369.75 11.182 .4 47,653 420.77 11.583 232.3

2007........... 45,546 441.99 11.467 230.8 72 408.25 11.532 .3 45,618 441.93 11.467 231.2

2008........... 43,443 460.92 11.795 236.2 67 441.68 11.996 .4 43,510 460.89 11.796 236.6

2009........... 43,168 497.96 11.919 256.2 83 479.72 11.829 .5 43,251 497.93 11.919 256.7

2010-I........ 42,472 502.15 3.000 64.0 90 470.37 3.000 .1 42,562 502.08 3.000 64.1

2010-II....... 42,440 504.42 3.000 64.2 95 477.03 3.000 .1 42,535 504.35 3.000 64.4

2010-III ..... 43,063 509.07 3.000 65.8 99 477.37 3.000 .1 43,162 508.99 3.000 65.9

2010-IV ..... 42,674 512.56 3.000 65.6 96 493.54 3.000 .1 42,770 512.52 3.000 65.8

2011-I ........ 41,491 513.82 3.000 64.0 98 489.53 3.000 .1 41,589 513.76 3.000 64.1

2011-II....... 42,475 516.00 3.000 65.8 101 497.28 3.000 .2 42,576 515.96 3.000 65.9

2011-III ..... 43,181 520.63 3.000 67.4 105 498.44 3.000 .2 43,286 520.57 3.000 67.6

2011-IV ..... 42,926 524.06 3.000 67.5 102 516.14 3.000 .2 43,028 524.04 3.000 67.6

2012-I........ 41,834 531.61 3.000 66.7 103 517.36 3.000 .2 41,937 531.58 3.000 66.9

2012-II....... 42,889 534.02 3.000 68.7 105 521.76 3.000 .2 42,994 533.98 3.000 68.9

2012-III ..... 43,666 538.94 3.000 70.6 108 519.26 3.000 .2 43,774 538.90 3.000 70.8

2012-IV ..... 43,471 542.65 3.000 70.8 104 533.94 3.000 .2 43,576 542.63 3.000 70.9

2013-I........ 42,419 557.10 3.000 70.9 106 538.78 3.000 .2 42,525 557.05 3.000 71.1

2013-II....... 43,537 559.63 3.000 73.1 109 542.54 3.000 .2 43,645 559.59 3.000 73.3

2013-III ..... 44,373 564.81 3.000 75.2 112 539.13 3.000 .2 44,485 564.75 3.000 75.4

2013-IV ..... 44,223 568.71 3.000 75.5 108 553.54 3.000 .2 44,332 568.67 3.000 75.6

2014-I........ 43,210 585.59 3.000 75.9 110 559.65 3.000 .2 43,320 585.52 3.000 76.1

2014-II....... 44,417 588.29 3.000 78.4 114 563.59 3.000 .2 44,531 588.22 3.000 78.6

2014-III ..... 45,340 593.77 3.000 80.8 117 560.08 3.000 .2 45,457 593.69 3.000 81.0

2014-IV ..... 45,255 597.91 3.000 81.2 113 575.08 3.000 .2 45,368 597.85 3.000 81.4

2015-I........ 44,228 615.71 3.000 81.7 115 582.05 3.000 .2 44,343 615.62 3.000 81.9

2015-II....... 45,417 616.83 3.000 84.0 119 586.22 3.000 .2 45,536 616.75 3.000 84.3

2015-III ..... 46,313 620.87 3.000 86.3 122 582.64 3.000 .2 46,435 620.77 3.000 86.5

2015-IV ..... 46,180 623.48 3.000 86.4 118 598.31 3.000 .2 46,298 623.42 3.000 86.6

2016-I........ 45,089 640.79 3.000 86.7 119 605.62 3.000 .2 45,208 640.70 3.000 86.9

2016-II....... 46,259 641.69 3.000 89.1 123 609.98 3.000 .2 46,382 641.60 3.000 89.3

2016-III ..... 47,130 645.62 3.000 91.3 126 606.27 3.000 .2 47,256 645.51 3.000 91.5

2016-IV ..... 46,953 648.07 3.000 91.3 122 622.61 3.000 .2 47,075 648.00 3.000 91.5

2017-I........ 45,813 665.87 3.000 91.5 122 630.24 3.000 .2 45,935 665.78 3.000 91.7

2017-II....... 46,977 666.81 3.000 94.0 126 634.84 3.000 .2 47,103 666.72 3.000 94.2

2017-III ..... 47,838 670.90 3.000 96.3 129 631.04 3.000 .2 47,968 670.79 3.000 96.5

2017-IV ..... 47,635 673.45 3.000 96.2 125 648.11 3.000 .2 47,760 673.38 3.000 96.5

2018-I........ 46,459 691.96 3.000 96.4 125 656.12 3.000 .2 46,585 691.86 3.000 96.7

2018-II....... 47,625 692.94 3.000 99.0 129 660.97 3.000 .3 47,754 692.86 3.000 99.3

2018-III ..... 48,483 697.20 3.000 101.4 132 657.09 3.000 .3 48,615 697.09 3.000 101.7

2018-IV ..... 48,263 699.86 3.000 101.3 127 674.92 3.000 .3 48,390 699.80 3.000 101.6

2019-I........ 47,058 719.10 3.000 101.5 127 683.32 3.000 .3 47,185 719.01 3.000 101.8

2019-II....... 48,225 720.12 3.000 104.2 130 688.41 3.000 .3 48,355 720.04 3.000 104.5

2019-III ..... 49,079 724.54 3.000 106.7 133 684.40 3.000 .3 49,213 724.43 3.000 107.0

2019-IV ..... 48,842 727.30 3.000 106.6 128 703.02 3.000 .3 48,970 727.24 3.000 106.8

a This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983.
Benefit Payments

238

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 ........... 2,759,468 $163.76 12.015 $5,429.8 39,282 $123.94 11.957 $58.2 2,798,750 $163.20 12.015 $5,488.1

1985 ........... 2,903,359 241.62 12.006 8,422.2 35,856 165.24 12.026 71.3 2,939,215 240.68 12.006 8,493.4

1990 ........... 2,973,145 297.77 11.994 10,619.1 30,390 188.73 12.367 70.9 3,003,535 296.66 11.997 10,690.0

1991 ........... 2,980,710 316.24 11.991 11,303.2 29,921 197.27 12.291 72.5 3,010,631 315.05 11.993 11,375.7

1992 ........... 2,991,143 329.93 11.974 11,816.6 29,266 202.71 12.353 73.3 3,020,409 328.69 11.976 11,889.9

1993 ........... 2,986,496 341.73 11.984 12,231.0 28,886 207.50 12.430 74.5 3,015,382 340.44 11.987 12,305.5

1994 ........... 2,963,870 352.54 11.985 12,522.8 29,054 211.19 12.281 75.4 2,992,924 351.16 11.987 12,598.2

1995 ........... 2,933,292 364.29 11.996 12,819.6 28,900 215.78 12.281 76.6 2,962,192 362.84 11.998 12,896.2

1996 ........... 2,888,375 375.67 12.005 13,026.5 28,985 220.12 12.209 77.9 2,917,360 374.13 12.006 13,104.4

1997 ........... 2,847,199 388.18 11.990 13,252.0 29,405 224.59 12.047 79.6 2,876,604 386.50 11.991 13,331.5

1998 ........... 2,796,650 397.82 11.993 13,343.3 29,695 227.88 12.028 81.4 2,826,345 396.03 11.994 13,424.7

1999 ........... 2,739,581 404.60 12.010 13,312.2 29,689 229.58 12.136 82.7 2,769,270 402.72 12.011 13,394.9

2000 ........... 2,724,315 416.93 11.946 13,569.3 31,421 234.02 11.922 87.7 2,755,736 414.84 11.946 13,656.9

2001 ........... 2,680,131 434.44 12.005 13,979.0 33,040 242.97 11.959 96.0 2,713,171 432.11 12.006 14,075.1

2002 ........... 2,619,664 448.24 12.013 14,106.3 34,361 251.28 11.977 103.4 2,654,025 445.69 12.013 14,209.7

2003 ........... 2,557,097 456.82 12.021 14,042.9 35,642 256.34 11.987 109.5 2,592,739 454.06 12.021 14,152.4

2004 ........... 2,500,235 468.69 12.019 14,084.8 37,254 263.96 11.975 117.8 2,537,489 465.69 12.019 14,202.6

2005 ........... 2,455,837 483.41 12.022 14,273.0 39,092 273.35 11.983 128.1 2,494,929 480.12 12.022 14,401.1

2006 ........... 2,414,185 505.35 12.009 14,652.0 41,088 286.93 11.960 141.0 2,455,273 501.70 12.009 14,793.0

2007 ........... 2,367,750 524.04 12.015 14,908.3 43,288 299.36 11.951 154.9 2,411,038 520.00 12.015 15,063.1

2008 ........... 2,318,519 539.12 12.011 15,014.3 45,679 311.15 11.974 170.2 2,364,198 534.71 12.011 15,184.5

2009 ........... 2,265,409 577.40 12.009 15,709.1 49,011 339.27 11.977 199.2 2,314,420 572.36 12.009 15,908.3

2010-I......... 2,246,865 581.43 3.000 3,919.2 51,727 349.08 3.000 54.2 2,298,592 576.21 3.000 3,973.4

2010-II ....... 2,249,550 582.13 3.000 3,928.6 52,042 348.71 3.000 54.4 2,301,592 576.85 3.000 3,983.1

2010-III...... 2,256,355 582.89 3.000 3,945.6 51,837 348.72 3.000 54.2 2,308,192 577.63 3.000 3,999.8

2010-IV...... 2,259,315 583.88 3.000 3,957.5 52,489 349.36 3.000 55.0 2,311,804 578.55 3.000 4,012.5

2011-I......... 2,257,815 585.61 3.000 3,966.6 52,610 351.02 3.000 55.4 2,310,425 580.27 3.000 4,022.0

2011-II ....... 2,257,733 586.26 3.000 3,970.8 52,845 350.86 3.000 55.6 2,310,577 580.87 3.000 4,026.5

2011-III ...... 2,257,961 586.96 3.000 3,976.0 53,140 351.09 3.000 56.0 2,311,101 581.54 3.000 4,032.0

2011-IV...... 2,258,979 587.90 3.000 3,984.1 53,717 351.95 3.000 56.7 2,312,696 582.42 3.000 4,040.9

2012-I......... 2,256,451 596.72 3.000 4,039.4 53,857 358.10 3.000 57.9 2,310,308 591.16 3.000 4,097.3

2012-II ....... 2,256,190 597.52 3.000 4,044.3 54,223 358.19 3.000 58.3 2,310,413 591.90 3.000 4,102.6

2012-III...... 2,256,267 598.37 3.000 4,050.2 54,651 358.67 3.000 58.8 2,310,918 592.70 3.000 4,109.0

2012-IV...... 2,257,225 599.46 3.000 4,059.4 55,370 359.80 3.000 59.8 2,312,595 593.72 3.000 4,119.1

2013-I......... 2,254,393 615.77 3.000 4,164.5 55,546 370.57 3.000 61.8 2,309,939 609.87 3.000 4,226.3

2013-II ....... 2,253,639 616.58 3.000 4,168.7 55,861 370.61 3.000 62.1 2,309,500 610.63 3.000 4,230.8

2013-III...... 2,253,384 617.46 3.000 4,174.1 56,241 371.05 3.000 62.6 2,309,625 611.46 3.000 4,236.7

2013-IV...... 2,254,066 618.59 3.000 4,183.0 56,921 372.17 3.000 63.6 2,310,987 612.52 3.000 4,246.6

2014-I......... 2,250,963 637.28 3.000 4,303.5 57,050 384.39 3.000 65.8 2,308,013 631.03 3.000 4,369.3

2014-II ....... 2,250,007 638.15 3.000 4,307.5 57,328 384.42 3.000 66.1 2,307,335 631.84 3.000 4,373.6

2014-III...... 2,249,655 639.08 3.000 4,313.1 57,673 384.87 3.000 66.6 2,307,329 632.72 3.000 4,379.7

2014-IV...... 2,250,277 640.26 3.000 4,322.3 58,327 386.01 3.000 67.5 2,308,604 633.84 3.000 4,389.8

2015-I......... 2,246,542 660.26 3.000 4,449.9 58,406 399.06 3.000 69.9 2,304,948 653.64 3.000 4,519.8

2015-II ....... 2,244,417 661.12 3.000 4,451.5 58,628 399.07 3.000 70.2 2,303,046 654.45 3.000 4,521.7

2015-III...... 2,242,965 662.05 3.000 4,454.9 58,920 399.52 3.000 70.6 2,301,885 655.33 3.000 4,525.5

2015-IV...... 2,242,500 663.24 3.000 4,462.0 59,526 400.69 3.000 71.6 2,302,027 656.45 3.000 4,533.5

2016-I......... 2,237,963 683.97 3.000 4,592.1 59,601 414.27 3.000 74.1 2,297,564 676.98 3.000 4,666.2

2016-II ....... 2,235,329 684.99 3.000 4,593.5 59,874 414.40 3.000 74.4 2,295,203 677.93 3.000 4,668.0

2016-III...... 2,233,398 686.08 3.000 4,596.8 60,217 414.98 3.000 75.0 2,293,615 678.96 3.000 4,671.8

2016-IV...... 2,232,460 687.43 3.000 4,604.0 60,883 416.31 3.000 76.0 2,293,343 680.24 3.000 4,680.1

2017-I......... 2,227,343 709.00 3.000 4,737.6 60,918 430.46 3.000 78.7 2,288,261 701.59 3.000 4,816.3

2017-II ....... 2,224,010 710.06 3.000 4,737.5 61,068 430.45 3.000 78.9 2,285,078 702.59 3.000 4,816.4

2017-III...... 2,221,400 711.19 3.000 4,739.5 61,291 430.91 3.000 79.2 2,282,692 703.66 3.000 4,818.7

2017-IV...... 2,219,796 712.60 3.000 4,745.4 61,842 432.14 3.000 80.2 2,281,638 704.99 3.000 4,825.6

2018-I......... 2,214,088 734.96 3.000 4,881.8 61,835 446.77 3.000 82.9 2,275,924 727.13 3.000 4,964.7

2018-II ....... 2,210,220 736.06 3.000 4,880.6 62,032 446.91 3.000 83.2 2,272,252 728.17 3.000 4,963.8

2018-III...... 2,207,106 737.24 3.000 4,881.5 62,302 447.53 3.000 83.6 2,269,408 729.29 3.000 4,965.1

2018-IV...... 2,205,013 738.71 3.000 4,886.6 62,905 448.96 3.000 84.7 2,267,917 730.67 3.000 4,971.3

2019-I......... 2,198,721 761.90 3.000 5,025.6 62,892 464.24 3.000 87.6 2,261,613 753.62 3.000 5,113.2

2019-II ....... 2,194,154 763.03 3.000 5,022.6 63,035 464.33 3.000 87.8 2,257,189 754.69 3.000 5,110.4

2019-III...... 2,190,383 764.24 3.000 5,022.0 63,253 464.93 3.000 88.2 2,253,637 755.84 3.000 5,110.2

2019-IV...... 2,187,656 765.76 3.000 5,025.7 63,809 466.36 3.000 89.3 2,251,465 757.27 3.000 5,114.9
OASI Dollars

239

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 2,954,495 $160.32 12.010 $5,688.6 39,282 $123.94 11.957 $58.2 2,993,777 $159.84 12.009 $5,746.8

1981........... 2,984,974 183.94 11.964 6,569.1 35,999 138.90 12.929 64.6 3,020,973 183.41 11.973 6,633.7

1982........... 2,988,521 203.97 12.007 7,318.8 32,991 151.02 13.856 69.0 3,021,512 203.39 12.022 7,387.9

1983........... 3,016,981 215.63 11.970 7,787.0 32,311 155.66 13.955 70.2 3,049,292 214.99 11.985 7,857.2

1984........... 3,007,700 227.64 11.971 8,196.0 34,246 160.19 12.932 70.9 3,041,946 226.88 11.978 8,266.9

1985........... 3,012,356 238.60 12.017 8,637.3 36,005 164.89 12.029 71.4 3,048,361 237.73 12.017 8,708.7

1986........... 3,027,956 248.32 12.034 9,048.6 35,119 168.52 12.013 71.1 3,063,075 247.41 12.034 9,119.7

1987........... 3,048,401 253.87 12.015 9,298.7 34,237 169.58 11.984 69.6 3,082,638 252.94 12.015 9,368.3

1988........... 3,052,608 266.67 11.994 9,763.6 31,813 175.61 12.490 69.8 3,084,421 265.73 11.997 9,833.4

1989........... 3,051,225 279.35 12.002 10,229.9 31,308 181.13 12.323 69.9 3,082,533 278.36 12.004 10,299.8

1990........... 3,061,077 294.81 11.997 10,826.8 30,496 188.46 12.367 71.1 3,091,573 293.76 12.000 10,897.9

1991........... 3,065,678 313.26 11.998 11,522.2 30,025 197.02 12.294 72.7 3,095,703 312.13 12.000 11,595.0

1992........... 3,074,719 326.94 11.982 12,045.1 29,369 202.48 12.357 73.5 3,104,088 325.77 11.984 12,118.6

1993........... 3,068,309 338.75 11.993 12,465.2 28,992 207.29 12.430 74.7 3,097,301 337.52 11.995 12,539.9

1994........... 3,043,472 349.57 11.994 12,760.8 29,142 211.02 12.285 75.5 3,072,614 348.26 11.996 12,836.4

1995........... 3,010,118 361.33 12.006 13,058.9 28,979 215.63 12.285 76.8 3,039,097 359.94 12.008 13,135.7

1996........... 2,955,346 373.20 12.016 13,252.4 29,049 219.99 12.213 78.0 2,984,395 371.71 12.017 13,330.5

1997........... 2,910,315 385.78 11.999 13,471.6 29,469 224.46 12.050 79.7 2,939,784 384.17 11.999 13,551.3

1998........... 2,856,128 395.52 12.002 13,557.7 29,754 227.80 12.031 81.5 2,885,882 393.79 12.002 13,639.3

1999........... 2,795,683 402.44 12.019 13,522.2 29,759 229.54 12.137 82.9 2,825,442 400.61 12.020 13,605.1

2000........... 2,779,874 414.82 11.954 13,785.2 31,484 233.98 11.926 87.9 2,811,358 412.80 11.954 13,873.1

2001........... 2,735,428 432.36 12.012 14,206.2 33,107 242.91 11.962 96.2 2,768,535 430.09 12.012 14,302.4

2002........... 2,673,368 446.22 12.019 14,337.3 34,420 251.24 11.980 103.6 2,707,788 443.75 12.018 14,440.9

2003........... 2,610,549 454.86 12.020 14,273.4 35,699 256.30 11.991 109.7 2,646,248 452.18 12.020 14,383.1

2004........... 2,551,732 466.85 12.018 14,316.7 37,320 263.97 11.978 118.0 2,589,052 463.93 12.018 14,434.7

2005........... 2,504,971 481.71 12.019 14,503.6 39,172 273.45 11.982 128.3 2,544,143 478.51 12.019 14,632.0

2006........... 2,461,749 503.72 12.003 14,883.9 41,177 287.11 11.958 141.4 2,502,926 500.16 12.002 15,025.3

2007........... 2,413,296 522.49 12.006 15,139.1 43,360 299.54 11.950 155.2 2,456,656 518.55 12.006 15,294.3

2008........... 2,361,962 537.68 12.008 15,250.5 45,746 311.34 11.975 170.6 2,407,708 533.38 12.008 15,421.1

2009........... 2,308,577 575.92 12.008 15,965.4 49,094 339.50 11.977 199.6 2,357,671 570.99 12.008 16,165.0

2010-I........ 2,289,337 579.96 3.000 3,983.2 51,817 349.29 3.000 54.3 2,341,154 574.86 3.000 4,037.5

2010-II....... 2,291,989 580.69 3.000 3,992.8 52,137 348.94 3.000 54.6 2,344,127 575.54 3.000 4,047.4

2010-III ..... 2,299,419 581.51 3.000 4,011.4 51,935 348.96 3.000 54.4 2,351,354 576.37 3.000 4,065.8

2010-IV ..... 2,301,989 582.56 3.000 4,023.1 52,585 349.62 3.000 55.2 2,354,575 577.35 3.000 4,078.3

2011-I ........ 2,299,306 584.32 3.000 4,030.6 52,707 351.28 3.000 55.5 2,352,014 579.09 3.000 4,086.1

2011-II....... 2,300,208 584.96 3.000 4,036.6 52,946 351.14 3.000 55.8 2,353,153 579.70 3.000 4,092.4

2011-III ..... 2,301,142 585.71 3.000 4,043.4 53,245 351.38 3.000 56.1 2,354,387 580.41 3.000 4,099.6

2011-IV ..... 2,301,905 586.71 3.000 4,051.6 53,818 352.26 3.000 56.9 2,355,724 581.35 3.000 4,108.5

2012-I........ 2,298,285 595.54 3.000 4,106.2 53,960 358.40 3.000 58.0 2,352,245 590.10 3.000 4,164.2

2012-II....... 2,299,079 596.33 3.000 4,113.0 54,329 358.51 3.000 58.4 2,353,408 590.84 3.000 4,171.5

2012-III ..... 2,299,932 597.24 3.000 4,120.8 54,759 358.99 3.000 59.0 2,354,692 591.70 3.000 4,179.8

2012-IV ..... 2,300,696 598.39 3.000 4,130.1 55,474 360.12 3.000 59.9 2,356,170 592.78 3.000 4,190.1

2013-I........ 2,296,812 614.68 3.000 4,235.4 55,651 370.89 3.000 61.9 2,352,464 608.92 3.000 4,297.4

2013-II....... 2,297,176 615.50 3.000 4,241.8 55,970 370.95 3.000 62.3 2,353,145 609.69 3.000 4,304.1

2013-III ..... 2,297,757 616.44 3.000 4,249.3 56,353 371.39 3.000 62.8 2,354,110 610.58 3.000 4,312.1

2013-IV ..... 2,298,289 617.63 3.000 4,258.5 57,029 372.51 3.000 63.7 2,355,319 611.69 3.000 4,322.2

2014-I........ 2,294,174 636.31 3.000 4,379.4 57,160 384.73 3.000 66.0 2,351,334 630.19 3.000 4,445.4

2014-II....... 2,294,424 637.18 3.000 4,385.9 57,442 384.77 3.000 66.3 2,351,866 631.02 3.000 4,452.2

2014-III ..... 2,294,995 638.18 3.000 4,393.9 57,791 385.22 3.000 66.8 2,352,786 631.97 3.000 4,460.7

2014-IV ..... 2,295,532 639.43 3.000 4,403.5 58,440 386.37 3.000 67.7 2,353,972 633.14 3.000 4,471.2

2015-I........ 2,290,770 659.40 3.000 4,531.6 58,521 399.42 3.000 70.1 2,349,291 652.92 3.000 4,601.7

2015-II....... 2,289,835 660.24 3.000 4,535.5 58,747 399.45 3.000 70.4 2,348,582 653.72 3.000 4,605.9

2015-III ..... 2,289,278 661.22 3.000 4,541.1 59,042 399.90 3.000 70.8 2,348,320 654.65 3.000 4,612.0

2015-IV ..... 2,288,680 662.44 3.000 4,548.4 59,645 401.08 3.000 71.8 2,348,324 655.80 3.000 4,620.1

2016-I........ 2,283,052 683.12 3.000 4,678.8 59,720 414.65 3.000 74.3 2,342,772 676.28 3.000 4,753.1

2016-II....... 2,281,588 684.11 3.000 4,682.6 59,996 414.80 3.000 74.7 2,341,584 677.21 3.000 4,757.3

2016-III ..... 2,280,527 685.24 3.000 4,688.1 60,343 415.38 3.000 75.2 2,340,871 678.28 3.000 4,763.3

2016-IV ..... 2,279,413 686.62 3.000 4,695.3 61,005 416.72 3.000 76.3 2,340,418 679.59 3.000 4,771.6

2017-I........ 2,273,156 708.13 3.000 4,829.1 61,040 430.86 3.000 78.9 2,334,196 700.88 3.000 4,908.0

2017-II....... 2,270,987 709.17 3.000 4,831.5 61,194 430.87 3.000 79.1 2,332,182 701.86 3.000 4,910.6

2017-III ..... 2,269,239 710.34 3.000 4,835.8 61,421 431.33 3.000 79.5 2,330,659 702.98 3.000 4,915.2

2017-IV ..... 2,267,431 711.77 3.000 4,841.7 61,966 432.58 3.000 80.4 2,329,397 704.35 3.000 4,922.1

2018-I........ 2,260,548 734.07 3.000 4,978.2 61,961 447.20 3.000 83.1 2,322,508 726.42 3.000 5,061.4

2018-II....... 2,257,845 735.15 3.000 4,979.6 62,161 447.35 3.000 83.4 2,320,006 727.44 3.000 5,063.0

2018-III ..... 2,255,589 736.38 3.000 4,982.9 62,434 447.97 3.000 83.9 2,318,023 728.61 3.000 5,066.8

2018-IV ..... 2,253,276 737.88 3.000 4,987.9 63,031 449.41 3.000 85.0 2,316,307 730.03 3.000 5,072.9

2019-I........ 2,245,778 761.00 3.000 5,127.1 63,019 464.69 3.000 87.9 2,308,798 752.91 3.000 5,215.0

2019-II....... 2,242,379 762.11 3.000 5,126.8 63,166 464.79 3.000 88.1 2,305,544 753.96 3.000 5,214.9

2019-III ..... 2,239,463 763.37 3.000 5,128.6 63,387 465.39 3.000 88.5 2,302,850 755.17 3.000 5,217.1

2019-IV ..... 2,236,498 764.92 3.000 5,132.2 63,937 466.84 3.000 89.5 2,300,435 756.63 3.000 5,221.8
Benefit Payments

240

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 ........... 357,225 $105.93 12.129 $459.0 137,575 $148.70 12.187 $249.3 138,010 $169.67 12.746 $298.5

1985 ........... 290,664 171.53 12.027 599.7 154,188 222.90 12.092 415.6 21,143 199.94 11.926 50.4

1990 ........... 238,374 214.94 11.978 613.7 171,367 281.07 12.045 580.2 18,843 284.58 9.327 50.0

1991 ........... 236,776 229.86 11.958 650.9 174,590 299.91 12.042 630.6 16,992 299.53 9.741 49.6

1992 ........... 238,737 242.32 11.938 690.7 178,622 314.46 12.017 675.0 16,296 310.89 9.955 50.4

1993 ........... 239,444 253.94 11.986 728.8 182,589 327.66 12.018 719.0 16,870 323.09 9.609 52.4

1994 ........... 241,836 264.78 11.949 765.2 185,545 339.56 12.016 757.1 16,501 334.61 9.536 52.7

1995 ........... 242,337 276.77 11.970 802.9 187,594 352.66 12.019 795.2 16,172 350.30 9.577 54.3

1996 ........... 243,293 291.48 11.957 847.9 188,597 365.60 12.020 828.8 14,889 363.17 10.769 58.2

1997 ........... 242,553 305.43 11.945 885.0 189,376 379.98 12.003 863.8 14,742 376.88 10.187 56.6

1998 ........... 239,885 317.18 11.964 910.3 189,363 391.74 12.003 890.4 14,953 391.07 10.120 59.2

1999 ........... 240,440 327.52 11.951 941.2 189,072 400.97 12.012 910.7 14,314 401.58 9.974 57.3

2000 ........... 252,425 344.78 11.819 1,028.7 190,597 415.80 11.982 949.6 14,463 423.14 10.098 61.8

2001 ........... 261,445 367.74 11.951 1,149.0 191,829 436.50 12.000 1,004.8 14,828 449.86 10.320 68.8

2002 ........... 269,392 386.73 11.918 1,241.7 191,985 454.03 11.999 1,046.0 15,243 466.51 10.761 76.5

2003 ........... 273,479 401.84 11.952 1,313.6 191,634 467.16 12.002 1,074.5 16,198 483.31 10.933 85.6

2004 ........... 277,122 420.80 11.943 1,392.8 191,021 483.75 12.008 1,109.7 15,414 503.79 11.670 90.6

2005 ........... 282,109 442.66 11.959 1,493.5 191,484 503.89 12.005 1,158.4 16,076 522.72 9.930 83.4

2006 ........... 286,888 469.77 11.894 1,603.0 192,257 532.60 11.988 1,227.6 17,726 558.51 10.477 103.7

2007 ........... 286,811 494.45 11.910 1,689.1 193,958 557.86 11.990 1,297.4 18,087 588.06 10.663 113.4

2008 ........... 287,101 513.83 11.941 1,761.5 201,952 570.54 12.071 1,390.9 20,296 607.50 10.086 124.4

2009 ........... 297,754 552.85 11.908 1,960.4 236,836 580.67 11.861 1,631.2 22,723 647.21 9.772 143.7

2010-I......... 302,487 557.65 3.000 506.0 241,550 581.73 3.000 421.6 22,493 651.12 3.000 43.9

2010-II ....... 307,515 560.05 3.000 516.7 243,169 583.59 3.000 425.7 32,032 659.99 3.000 63.4

2010-III...... 310,566 565.09 3.000 526.5 243,804 585.15 3.000 428.0 12,059 656.73 3.000 23.8

2010-IV...... 310,139 568.27 3.000 528.7 245,317 586.25 3.000 431.4 12,791 656.68 3.000 25.2

2011-I......... 311,590 571.81 3.000 534.5 246,427 587.88 3.000 434.6 22,489 667.12 3.000 45.0

2011-II ....... 317,286 573.72 3.000 546.1 247,785 589.43 3.000 438.2 32,538 675.47 3.000 65.9

2011-III ...... 320,680 578.34 3.000 556.4 249,081 590.69 3.000 441.4 12,421 671.40 3.000 25.0

2011-IV...... 320,697 581.06 3.000 559.0 250,649 591.47 3.000 444.8 13,423 670.63 3.000 27.0

2012-I......... 322,606 591.37 3.000 572.3 251,798 600.06 3.000 453.3 23,697 688.90 3.000 49.0

2012-II ....... 328,864 593.47 3.000 585.5 253,194 601.73 3.000 457.1 34,268 697.29 3.000 71.7

2012-III...... 332,739 598.37 3.000 597.3 254,526 603.10 3.000 460.5 13,074 692.86 3.000 27.2

2012-IV...... 333,108 601.30 3.000 600.9 256,136 603.98 3.000 464.1 14,117 691.83 3.000 29.3

2013-I......... 335,431 619.30 3.000 623.2 257,310 620.05 3.000 478.6 24,904 718.40 3.000 53.7

2013-II ....... 342,264 621.48 3.000 638.1 258,730 621.72 3.000 482.6 35,983 725.52 3.000 78.3

2013-III...... 346,623 626.59 3.000 651.6 260,085 623.08 3.000 486.2 13,718 719.32 3.000 29.6

2013-IV...... 347,327 629.64 3.000 656.1 261,724 623.93 3.000 489.9 14,794 716.67 3.000 31.8

2014-I......... 349,982 650.16 3.000 682.6 262,918 642.37 3.000 506.7 26,093 745.30 3.000 58.3

2014-II ....... 357,261 651.81 3.000 698.6 264,364 644.09 3.000 510.8 37,710 752.71 3.000 85.2

2014-III...... 361,958 656.53 3.000 712.9 265,743 645.49 3.000 514.6 14,380 746.30 3.000 32.2

2014-IV...... 362,838 659.09 3.000 717.4 267,412 646.38 3.000 518.5 15,513 743.58 3.000 34.6

2015-I......... 365,304 680.33 3.000 745.6 268,570 666.15 3.000 536.7 27,176 774.04 3.000 63.1

2015-II ....... 372,146 680.61 3.000 759.9 269,927 668.04 3.000 541.0 38,897 781.70 3.000 91.2

2015-III...... 376,289 684.10 3.000 772.3 271,216 669.60 3.000 544.8 14,694 775.00 3.000 34.2

2015-IV...... 376,468 685.33 3.000 774.0 272,800 670.62 3.000 548.8 15,611 772.14 3.000 36.2

2016-I......... 378,378 706.48 3.000 801.9 273,871 691.29 3.000 568.0 27,260 803.80 3.000 65.7

2016-II ....... 384,897 706.91 3.000 816.3 275,153 693.47 3.000 572.4 39,038 811.90 3.000 95.1

2016-III...... 388,620 710.66 3.000 828.5 276,366 695.31 3.000 576.5 14,755 805.10 3.000 35.6

2016-IV...... 388,252 712.08 3.000 829.4 277,881 696.59 3.000 580.7 15,690 802.27 3.000 37.8

2017-I......... 389,648 734.14 3.000 858.2 278,878 718.24 3.000 600.9 27,424 835.26 3.000 68.7

2017-II ....... 395,771 734.58 3.000 872.2 280,096 720.59 3.000 605.5 39,317 843.69 3.000 99.5

2017-III...... 399,011 738.49 3.000 884.0 281,243 722.60 3.000 609.7 14,877 836.62 3.000 37.3

2017-IV...... 398,054 739.96 3.000 883.6 282,698 724.02 3.000 614.0 15,848 833.69 3.000 39.6

2018-I......... 398,971 762.89 3.000 913.1 283,635 746.61 3.000 635.3 27,699 867.98 3.000 72.1

2018-II ....... 404,789 763.37 3.000 927.0 284,809 749.17 3.000 640.1 39,683 876.75 3.000 104.4

2018-III...... 407,654 767.44 3.000 938.5 285,910 751.35 3.000 644.5 15,005 869.42 3.000 39.1

2018-IV...... 406,234 768.99 3.000 937.2 287,323 752.94 3.000 649.0 15,966 866.39 3.000 41.5

2019-I......... 406,910 792.82 3.000 967.8 288,218 776.51 3.000 671.4 27,838 902.04 3.000 75.3

2019-II ....... 412,766 793.32 3.000 982.4 289,357 779.18 3.000 676.4 39,761 911.14 3.000 108.7

2019-III...... 415,609 797.54 3.000 994.4 290,422 781.47 3.000 680.9 14,990 903.51 3.000 40.6

2019-IV...... 414,085 799.14 3.000 992.7 291,805 783.13 3.000 685.6 15,871 900.35 3.000 42.9
OASI Dollars

241

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 1,930,010 $218.03 11.979 $5,041.0 271,352 $210.97 11.928 $682.9 464,317 $245.03 12.304 $1,399.9

1985........... 1,558,297 321.65 11.985 6,007.3 329,560 304.20 11.940 1,197.0 82,329 314.88 12.109 313.9

1990........... 1,344,681 383.52 11.979 6,178.2 385,314 379.90 11.960 1,750.7 80,104 447.09 9.293 332.8

1991........... 1,338,908 402.87 11.975 6,459.6 395,417 404.42 11.966 1,913.6 73,786 470.63 9.728 337.8

1992........... 1,346,288 415.88 11.965 6,699.5 407,201 423.43 11.967 2,063.4 71,522 487.63 10.072 351.3

1993........... 1,353,217 426.62 11.977 6,914.5 420,091 440.26 11.973 2,214.5 76,477 501.94 9.683 371.7

1994........... 1,372,379 436.73 11.972 7,175.9 431,590 455.73 11.983 2,357.0 73,289 514.89 9.791 369.5

1995........... 1,387,012 448.28 11.974 7,445.0 441,930 472.85 11.984 2,504.3 72,633 530.60 9.787 377.2

1996........... 1,399,328 464.13 11.957 7,765.8 450,716 489.58 11.984 2,644.5 69,028 546.79 10.850 409.5

1997........... 1,391,967 479.50 11.971 7,990.0 458,330 508.31 11.987 2,792.7 70,613 558.08 10.271 404.8

1998........... 1,374,910 491.72 11.981 8,100.1 465,778 523.53 11.991 2,924.2 70,985 569.30 10.316 416.9

1999........... 1,364,381 501.29 11.972 8,188.5 471,869 535.12 11.992 3,028.1 68,653 580.79 10.165 405.3

2000........... 1,353,855 517.88 11.985 8,403.2 477,809 552.74 11.992 3,167.3 65,480 600.04 10.563 415.0

2001........... 1,348,321 541.42 11.980 8,745.8 483,800 577.26 11.989 3,348.4 63,243 629.65 10.720 426.9

2002........... 1,354,190 562.16 11.963 9,107.4 489,692 597.48 11.995 3,509.6 62,834 644.01 11.415 462.0

2003........... 1,354,246 576.37 11.968 9,342.1 495,672 610.70 11.995 3,631.0 66,659 654.20 11.570 504.6

2004........... 1,348,081 594.63 11.965 9,591.8 501,335 628.45 11.986 3,776.6 62,464 672.16 12.427 521.8

2005........... 1,339,405 616.69 11.985 9,900.3 505,794 650.20 11.992 3,943.8 64,055 686.79 10.460 460.2

2006........... 1,332,367 647.18 11.978 10,329.1 510,096 682.35 11.995 4,175.1 66,274 724.81 11.473 551.1

2007........... 1,317,527 673.59 11.976 10,628.8 515,866 710.22 11.999 4,396.2 65,680 752.39 11.792 582.8

2008........... 1,295,578 694.14 11.985 10,778.6 529,557 726.73 12.058 4,640.7 73,340 771.23 10.980 621.1

2009........... 1,272,219 740.01 11.995 11,293.4 584,226 750.94 11.935 5,236.2 78,530 813.97 10.695 683.7

2010-I........ 1,257,747 743.19 3.000 2,804.2 590,516 751.43 3.000 1,331.2 82,286 810.30 3.000 200.0

2010-II....... 1,256,406 743.07 3.000 2,800.8 592,166 753.11 3.000 1,337.9 111,751 824.48 3.000 276.4

2010-III ..... 1,253,277 745.78 3.000 2,804.0 593,497 754.56 3.000 1,343.5 42,012 816.61 3.000 102.9

2010-IV ..... 1,248,936 746.25 3.000 2,796.0 596,652 755.78 3.000 1,352.8 48,496 805.33 3.000 117.2

2011-I ........ 1,243,750 747.72 3.000 2,789.9 598,631 756.91 3.000 1,359.3 79,846 820.57 3.000 196.6

2011-II....... 1,244,268 747.45 3.000 2,790.1 600,098 758.54 3.000 1,365.6 109,361 833.18 3.000 273.4

2011-III ..... 1,241,908 750.02 3.000 2,794.4 602,393 759.95 3.000 1,373.4 41,215 823.51 3.000 101.8

2011-IV ..... 1,238,583 750.34 3.000 2,788.1 605,577 761.12 3.000 1,382.8 47,945 810.46 3.000 116.6

2012-I........ 1,234,425 760.77 3.000 2,817.3 607,545 771.37 3.000 1,405.9 79,118 835.31 3.000 198.3

2012-II....... 1,235,935 760.56 3.000 2,820.0 608,969 773.04 3.000 1,412.3 108,405 850.44 3.000 276.6

2012-III ..... 1,234,588 763.24 3.000 2,826.9 611,234 774.48 3.000 1,420.2 40,871 842.82 3.000 103.3

2012-IV ..... 1,232,283 763.64 3.000 2,823.1 614,401 775.69 3.000 1,429.8 47,573 831.67 3.000 118.7

2013-I........ 1,229,046 783.51 3.000 2,888.9 616,309 795.47 3.000 1,470.8 78,508 868.72 3.000 204.6

2013-II....... 1,231,350 783.41 3.000 2,894.0 617,641 797.22 3.000 1,477.2 107,557 884.00 3.000 285.2

2013-III ..... 1,230,810 786.29 3.000 2,903.3 619,827 798.72 3.000 1,485.2 40,547 875.63 3.000 106.5

2013-IV ..... 1,229,315 786.81 3.000 2,901.7 622,927 799.98 3.000 1,495.0 47,187 863.62 3.000 122.3

2014-I........ 1,226,789 809.76 3.000 2,980.2 624,737 822.81 3.000 1,542.1 77,912 904.41 3.000 211.4

2014-II....... 1,229,696 809.77 3.000 2,987.3 625,948 824.63 3.000 1,548.5 106,826 920.25 3.000 294.9

2014-III ..... 1,229,763 812.85 3.000 2,998.9 628,025 826.20 3.000 1,556.6 40,305 911.48 3.000 110.2

2014-IV ..... 1,228,874 813.51 3.000 2,999.1 631,028 827.53 3.000 1,566.6 46,966 898.91 3.000 126.7

2015-I........ 1,226,679 838.19 3.000 3,084.6 632,725 851.99 3.000 1,617.2 77,669 942.29 3.000 219.6

2015-II....... 1,229,637 838.36 3.000 3,092.6 633,817 853.90 3.000 1,623.6 106,685 958.95 3.000 306.9

2015-III ..... 1,229,757 841.72 3.000 3,105.3 635,784 855.55 3.000 1,631.8 40,327 949.97 3.000 114.9

2015-IV ..... 1,228,920 842.56 3.000 3,106.3 638,690 856.95 3.000 1,642.0 47,125 937.02 3.000 132.5

2016-I........ 1,226,731 868.30 3.000 3,195.5 640,277 882.30 3.000 1,694.7 78,002 982.38 3.000 229.9

2016-II....... 1,229,651 868.66 3.000 3,204.5 641,256 884.30 3.000 1,701.2 107,169 999.86 3.000 321.5

2016-III ..... 1,229,732 872.33 3.000 3,218.2 643,121 886.03 3.000 1,709.5 40,520 990.59 3.000 120.4

2016-IV ..... 1,228,857 873.39 3.000 3,219.8 645,934 887.50 3.000 1,719.8 47,368 977.19 3.000 138.9

2017-I........ 1,226,635 900.25 3.000 3,312.8 647,416 913.78 3.000 1,774.8 78,470 1,024.41 3.000 241.2

2017-II....... 1,229,527 900.80 3.000 3,322.7 648,285 915.87 3.000 1,781.2 107,930 1,042.17 3.000 337.4

2017-III ..... 1,229,580 904.77 3.000 3,337.5 650,050 917.69 3.000 1,789.6 40,854 1,032.06 3.000 126.5

2017-IV ..... 1,228,677 906.03 3.000 3,339.7 652,773 919.23 3.000 1,800.1 47,841 1,017.64 3.000 146.1

2018-I........ 1,226,317 934.06 3.000 3,436.4 654,155 946.47 3.000 1,857.4 79,251 1,066.54 3.000 253.6

2018-II....... 1,228,959 934.77 3.000 3,446.4 654,922 948.67 3.000 1,863.9 108,930 1,085.12 3.000 354.6

2018-III ..... 1,228,762 939.04 3.000 3,461.6 656,594 950.58 3.000 1,872.4 41,204 1,074.68 3.000 132.8

2018-IV ..... 1,227,610 940.50 3.000 3,463.7 659,234 952.20 3.000 1,883.2 48,199 1,059.76 3.000 153.2

2019-I........ 1,225,357 969.74 3.000 3,564.8 660,522 980.44 3.000 1,942.8 79,659 1,110.71 3.000 265.4

2019-II....... 1,228,455 970.61 3.000 3,577.1 661,192 982.74 3.000 1,949.3 109,162 1,129.95 3.000 370.0

2019-III ..... 1,228,718 975.17 3.000 3,594.6 662,777 984.74 3.000 1,958.0 41,163 1,118.96 3.000 138.2

2019-IV ..... 1,228,026 976.81 3.000 3,598.7 665,338 986.44 3.000 1,969.0 47,924 1,103.32 3.000 158.6
Benefit Payments

242

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 2010 Trustees Report intermediate set of assumptions.

Table III.E18.—Current-Payment Benefits to OASI Children

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980 ........... 632,810 $129.13 12.321 $1,006.8 2,665,679 $222.02 12.037 $7,123.8 3,298,489 $204.20 12.071 $8,130.6

1985 ........... 465,995 189.82 12.048 1,065.7 1,970,186 318.45 11.983 7,518.3 2,436,181 293.84 11.991 8,584.0

1990 ........... 428,584 244.44 11.873 1,243.9 1,810,099 385.57 11.838 8,261.8 2,238,683 358.55 11.843 9,505.7

1991 ........... 428,358 261.17 11.897 1,331.0 1,808,111 405.97 11.867 8,711.1 2,236,469 378.24 11.871 10,042.1

1992 ........... 433,655 274.61 11.891 1,416.1 1,825,011 420.38 11.880 9,114.2 2,258,666 392.39 11.881 10,530.3

1993 ........... 438,903 287.26 11.899 1,500.2 1,849,785 432.83 11.866 9,500.7 2,288,688 404.92 11.871 11,000.9

1994 ........... 443,882 298.64 11.881 1,574.9 1,877,258 444.15 11.876 9,902.4 2,321,140 416.32 11.877 11,477.3

1995 ........... 446,103 311.35 11.896 1,652.3 1,901,575 457.13 11.879 10,326.5 2,347,678 429.43 11.882 11,978.8

1996 ........... 446,779 325.16 11.943 1,735.0 1,919,072 473.08 11.918 10,819.8 2,365,851 445.15 11.921 12,554.8

1997 ........... 446,671 339.39 11.909 1,805.3 1,920,910 489.26 11.904 11,187.5 2,367,581 460.99 11.904 12,992.8

1998 ........... 444,201 351.45 11.914 1,859.9 1,911,673 502.35 11.914 11,441.1 2,355,874 473.90 11.914 13,301.1

1999 ........... 443,826 361.20 11.909 1,909.2 1,904,903 512.53 11.904 11,622.0 2,348,729 483.94 11.905 13,531.1

2000 ........... 457,485 376.84 11.834 2,040.1 1,897,144 529.49 11.932 11,985.5 2,354,629 499.83 11.917 14,025.6

2001 ........... 468,102 398.52 11.915 2,222.7 1,895,364 553.51 11.935 12,521.1 2,363,466 522.81 11.932 14,743.8

2002 ........... 476,620 416.39 11.913 2,364.1 1,906,716 573.93 11.952 13,078.9 2,383,336 542.42 11.946 15,443.1

2003 ........... 481,311 430.59 11.936 2,473.6 1,916,577 587.95 11.960 13,477.7 2,397,888 556.37 11.957 15,951.3

2004 ........... 483,557 448.31 11.961 2,593.1 1,911,880 606.03 11.988 13,890.1 2,395,437 574.19 11.984 16,483.2

2005 ........... 489,669 469.23 11.905 2,735.3 1,909,254 627.92 11.932 14,304.3 2,398,923 595.53 11.927 17,039.7

2006 ........... 496,871 497.25 11.876 2,934.3 1,908,737 659.27 11.964 15,055.3 2,405,608 625.81 11.950 17,989.6

2007 ........... 498,856 522.50 11.893 3,099.9 1,899,073 686.26 11.976 15,607.8 2,397,929 652.20 11.962 18,707.7

2008 ........... 509,349 540.05 11.912 3,276.8 1,898,475 706.21 11.964 16,040.4 2,407,824 671.06 11.955 19,317.2

2009 ........... 557,313 568.52 11.789 3,735.3 1,934,975 746.31 11.920 17,213.2 2,492,288 706.55 11.896 20,948.5

2010-I......... 566,530 571.63 3.000 971.5 1,930,549 748.57 3.000 4,335.5 2,497,079 708.43 3.000 5,307.0

2010-II ....... 582,716 575.37 3.000 1,005.8 1,960,323 750.74 3.000 4,415.1 2,543,039 710.56 3.000 5,420.9

2010-III...... 566,429 575.68 3.000 978.2 1,888,787 750.11 3.000 4,250.4 2,455,215 709.87 3.000 5,228.6

2010-IV...... 568,247 578.02 3.000 985.4 1,894,084 750.76 3.000 4,266.0 2,462,331 710.90 3.000 5,251.4

2011-I......... 580,505 582.32 3.000 1,014.1 1,922,227 753.61 3.000 4,345.8 2,502,732 713.88 3.000 5,359.9

2011-II ....... 597,609 585.78 3.000 1,050.2 1,953,726 755.65 3.000 4,429.0 2,551,335 715.86 3.000 5,479.2

2011-III ...... 582,182 585.61 3.000 1,022.8 1,885,516 754.80 3.000 4,269.5 2,467,699 714.88 3.000 5,292.3

2011-IV...... 584,770 587.58 3.000 1,030.8 1,892,106 755.32 3.000 4,287.4 2,476,876 715.72 3.000 5,318.2

2012-I......... 598,101 598.89 3.000 1,074.6 1,921,088 767.19 3.000 4,421.5 2,519,189 727.23 3.000 5,496.1

2012-II ....... 616,325 602.63 3.000 1,114.3 1,953,309 769.44 3.000 4,508.9 2,569,634 729.43 3.000 5,623.1

2012-III...... 600,339 602.43 3.000 1,085.0 1,886,693 768.61 3.000 4,350.4 2,487,032 728.50 3.000 5,435.4

2012-IV...... 603,361 604.56 3.000 1,094.3 1,894,256 769.26 3.000 4,371.5 2,497,618 729.47 3.000 5,465.8

2013-I......... 617,644 623.61 3.000 1,155.5 1,923,863 790.82 3.000 4,564.3 2,541,507 750.19 3.000 5,719.8

2013-II ....... 636,977 627.46 3.000 1,199.0 1,956,549 793.30 3.000 4,656.4 2,593,526 752.57 3.000 5,855.4

2013-III...... 620,426 627.17 3.000 1,167.3 1,891,184 792.28 3.000 4,495.0 2,511,610 751.49 3.000 5,662.4

2013-IV...... 623,845 629.31 3.000 1,177.8 1,899,429 793.04 3.000 4,519.0 2,523,274 752.56 3.000 5,696.7

2014-I......... 638,994 650.84 3.000 1,247.6 1,929,438 817.81 3.000 4,733.7 2,568,432 776.27 3.000 5,981.4

2014-II ....... 659,335 654.49 3.000 1,294.6 1,962,470 820.52 3.000 4,830.7 2,621,806 778.77 3.000 6,125.3

2014-III...... 642,081 653.97 3.000 1,259.7 1,898,092 819.37 3.000 4,665.7 2,540,173 777.56 3.000 5,925.4

2014-IV...... 645,763 655.86 3.000 1,270.6 1,906,868 820.25 3.000 4,692.3 2,552,631 778.66 3.000 5,962.9

2015-I......... 661,050 678.42 3.000 1,345.4 1,937,072 846.87 3.000 4,921.3 2,598,122 804.01 3.000 6,266.7

2015-II ....... 680,970 681.40 3.000 1,392.0 1,970,139 849.89 3.000 5,023.2 2,651,108 806.61 3.000 6,415.2

2015-III...... 662,199 680.18 3.000 1,351.2 1,905,868 848.62 3.000 4,852.1 2,568,066 805.19 3.000 6,203.3

2015-IV...... 664,880 681.34 3.000 1,359.0 1,914,736 849.68 3.000 4,880.8 2,579,616 806.29 3.000 6,239.8

2016-I......... 679,508 704.26 3.000 1,435.6 1,945,010 877.48 3.000 5,120.1 2,624,519 832.63 3.000 6,555.8

2016-II ....... 699,089 707.48 3.000 1,483.8 1,978,075 880.84 3.000 5,227.1 2,677,164 835.57 3.000 6,710.9

2016-III...... 679,742 706.47 3.000 1,440.6 1,913,373 879.44 3.000 5,048.1 2,593,114 834.10 3.000 6,488.7

2016-IV...... 681,823 707.84 3.000 1,447.9 1,922,159 880.69 3.000 5,078.5 2,603,982 835.43 3.000 6,526.3

2017-I......... 695,950 731.75 3.000 1,527.8 1,952,521 909.73 3.000 5,328.8 2,648,472 862.96 3.000 6,856.6

2017-II ....... 715,184 735.10 3.000 1,577.2 1,985,742 913.40 3.000 5,441.3 2,700,926 866.19 3.000 7,018.5

2017-III...... 695,131 734.16 3.000 1,531.0 1,920,484 911.85 3.000 5,253.6 2,615,615 864.62 3.000 6,784.6

2017-IV...... 696,600 735.62 3.000 1,537.3 1,929,291 913.26 3.000 5,285.9 2,625,890 866.14 3.000 6,823.2

2018-I......... 710,305 760.49 3.000 1,620.5 1,959,723 943.56 3.000 5,547.3 2,670,027 894.86 3.000 7,167.9

2018-II ....... 729,281 763.99 3.000 1,671.5 1,992,811 947.56 3.000 5,664.9 2,722,091 898.38 3.000 7,336.4

2018-III...... 708,569 763.11 3.000 1,622.1 1,926,560 945.87 3.000 5,466.9 2,635,129 896.73 3.000 7,089.0

2018-IV...... 709,524 764.68 3.000 1,627.7 1,935,044 947.46 3.000 5,500.1 2,644,568 898.42 3.000 7,127.8

2019-I......... 722,965 790.52 3.000 1,714.6 1,965,538 979.05 3.000 5,773.1 2,688,503 928.35 3.000 7,487.7

2019-II ....... 741,883 794.12 3.000 1,767.4 1,998,810 983.32 3.000 5,896.4 2,740,693 932.11 3.000 7,663.9

2019-III...... 721,021 793.27 3.000 1,715.9 1,932,657 981.51 3.000 5,690.8 2,653,678 930.37 3.000 7,406.7

2019-IV...... 721,761 794.89 3.000 1,721.2 1,941,288 983.24 3.000 5,726.2 2,663,049 932.19 3.000 7,447.4
OASI Dollars

243

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 4,202,303 $290.45 12.029 $14,682.2 19,108 $224.29 11.980 $51.3 4,221,411 $290.15 12.029 $14,733.6

1985........... 4,665,696 418.29 12.022 23,463.5 29,537 307.16 12.047 109.3 4,695,233 417.59 12.023 23,572.8

1990........... 4,932,391 525.53 12.031 31,186.7 32,522 384.15 12.411 155.1 4,964,913 524.60 12.033 31,341.7

1991........... 4,968,200 560.23 12.033 33,493.1 33,118 410.07 12.529 170.2 5,001,318 559.24 12.036 33,663.2

1992........... 4,996,296 587.48 12.037 35,333.8 34,373 429.14 12.472 184.0 5,030,669 586.40 12.040 35,517.8

1993........... 5,010,073 611.94 12.042 36,921.9 35,614 446.70 12.437 197.9 5,045,687 610.78 12.045 37,119.8

1994........... 5,010,211 634.92 12.035 38,286.3 36,185 464.46 12.416 208.7 5,046,396 633.70 12.038 38,495.0

1995........... 5,001,284 659.90 12.033 39,712.8 36,073 484.47 12.485 218.2 5,037,357 658.64 12.035 39,931.0

1996........... 4,978,383 684.47 12.032 41,000.6 36,772 502.64 12.297 227.3 5,015,155 683.14 12.034 41,227.9

1997........... 4,952,501 712.11 11.931 42,078.7 37,292 522.77 11.980 233.6 4,989,793 710.69 11.932 42,312.3

1998........... 4,770,073 736.33 12.027 42,244.2 35,242 537.81 12.187 231.0 4,805,315 734.87 12.028 42,475.2

1999........... 4,709,946 753.86 12.025 42,699.2 35,056 553.29 12.272 238.0 4,745,002 752.38 12.027 42,937.2

2000........... 4,680,863 779.98 11.987 43,765.7 33,676 578.07 12.921 251.5 4,714,539 778.54 11.992 44,017.2

2001........... 4,617,997 816.23 12.005 45,250.7 34,349 613.29 12.945 272.7 4,652,346 814.73 12.010 45,523.4

2002........... 4,553,018 846.56 11.996 46,239.6 35,434 644.64 12.945 295.7 4,588,452 845.00 12.002 46,535.3

2003........... 4,483,415 866.82 12.001 46,642.7 37,019 672.78 13.011 324.1 4,520,434 865.23 12.008 46,966.8

2004........... 4,416,163 893.52 11.998 47,343.5 39,298 706.84 13.029 361.9 4,455,461 891.87 12.005 47,705.4

2005........... 4,339,925 926.03 12.014 48,285.3 44,837 746.22 11.939 399.5 4,384,762 924.19 12.014 48,684.8

2006........... 4,261,354 972.66 12.015 49,801.8 46,581 794.72 11.953 442.5 4,307,935 970.73 12.015 50,244.3

2007........... 4,196,957 1,013.76 12.003 51,072.3 49,437 837.83 11.940 494.6 4,246,394 1,011.72 12.003 51,566.9

2008........... 4,129,285 1,047.83 12.001 51,927.0 53,808 875.96 11.875 559.7 4,183,093 1,045.62 12.000 52,486.8

2009........... 4,058,693 1,120.29 12.005 54,585.6 57,728 950.45 11.936 654.9 4,116,421 1,117.90 12.004 55,240.6

2010-I........ 4,014,513 1,127.03 3.000 13,573.4 60,027 964.51 3.000 173.7 4,074,540 1,124.63 3.000 13,747.1

2010-II....... 4,014,027 1,130.04 3.000 13,608.1 61,331 972.41 3.000 178.9 4,075,358 1,127.67 3.000 13,787.0

2010-III ..... 4,021,538 1,132.95 3.000 13,668.6 62,104 979.04 3.000 182.4 4,083,641 1,130.60 3.000 13,851.0

2010-IV ..... 4,021,300 1,135.39 3.000 13,697.3 62,883 985.97 3.000 186.0 4,084,183 1,133.09 3.000 13,883.3

2011-I ........ 3,997,388 1,138.18 3.000 13,649.2 62,803 992.42 3.000 187.0 4,060,190 1,135.92 3.000 13,836.2

2011-II....... 3,998,345 1,141.18 3.000 13,688.4 64,016 998.62 3.000 191.8 4,062,361 1,138.93 3.000 13,880.2

2011-III ..... 4,006,610 1,144.06 3.000 13,751.4 65,113 1,003.52 3.000 196.0 4,071,724 1,141.81 3.000 13,947.5

2011-IV ..... 4,008,845 1,146.49 3.000 13,788.3 65,804 1,008.72 3.000 199.1 4,074,649 1,144.26 3.000 13,987.4

2012-I........ 3,987,458 1,163.08 3.000 13,913.2 65,667 1,026.03 3.000 202.1 4,053,126 1,160.86 3.000 14,115.3

2012-II....... 3,990,936 1,166.20 3.000 13,962.7 66,936 1,031.82 3.000 207.2 4,057,873 1,163.98 3.000 14,169.9

2012-III ..... 4,001,698 1,169.21 3.000 14,036.4 68,076 1,036.27 3.000 211.6 4,069,774 1,166.98 3.000 14,248.1

2012-IV ..... 4,006,472 1,171.75 3.000 14,083.7 68,801 1,041.03 3.000 214.9 4,075,273 1,169.54 3.000 14,298.6

2013-I........ 3,986,381 1,202.86 3.000 14,385.1 68,611 1,070.85 3.000 220.4 4,054,992 1,200.62 3.000 14,605.6

2013-II....... 3,989,691 1,206.15 3.000 14,436.5 69,815 1,076.36 3.000 225.4 4,059,506 1,203.92 3.000 14,661.9

2013-III ..... 4,000,215 1,209.32 3.000 14,512.7 70,872 1,080.48 3.000 229.7 4,071,087 1,207.08 3.000 14,742.4

2013-IV ..... 4,004,851 1,212.01 3.000 14,561.8 71,509 1,084.92 3.000 232.7 4,076,360 1,209.78 3.000 14,794.5

2014-I........ 3,985,168 1,247.90 3.000 14,919.3 71,220 1,118.83 3.000 239.0 4,056,389 1,245.63 3.000 15,158.3

2014-II....... 3,989,370 1,251.38 3.000 14,976.6 72,393 1,124.34 3.000 244.2 4,061,763 1,249.11 3.000 15,220.8

2014-III ..... 4,000,777 1,254.73 3.000 15,059.7 73,410 1,128.39 3.000 248.5 4,074,186 1,252.46 3.000 15,308.2

2014-IV ..... 4,006,311 1,257.58 3.000 15,114.8 73,995 1,132.77 3.000 251.5 4,080,306 1,255.32 3.000 15,366.3

2015-I........ 3,986,118 1,296.14 3.000 15,499.7 73,641 1,169.05 3.000 258.3 4,059,759 1,293.84 3.000 15,758.0

2015-II....... 3,988,433 1,299.80 3.000 15,552.5 74,811 1,174.51 3.000 263.6 4,063,244 1,297.49 3.000 15,816.1

2015-III ..... 3,997,965 1,303.32 3.000 15,631.9 75,817 1,178.46 3.000 268.0 4,073,782 1,301.00 3.000 15,900.0

2015-IV ..... 4,001,597 1,306.33 3.000 15,682.2 76,380 1,182.75 3.000 271.0 4,077,977 1,304.01 3.000 15,953.2

2016-I........ 3,981,186 1,346.43 3.000 16,081.1 76,046 1,220.36 3.000 278.4 4,057,232 1,344.07 3.000 16,359.6

2016-II....... 3,984,983 1,350.28 3.000 16,142.5 77,357 1,225.87 3.000 284.5 4,062,340 1,347.91 3.000 16,427.0

2016-III ..... 3,996,021 1,354.00 3.000 16,231.8 78,498 1,229.78 3.000 289.6 4,074,519 1,351.60 3.000 16,521.4

2016-IV ..... 4,001,126 1,357.17 3.000 16,290.7 79,182 1,234.06 3.000 293.1 4,080,309 1,354.78 3.000 16,583.8

2017-I........ 3,980,975 1,398.88 3.000 16,706.8 78,814 1,273.09 3.000 301.0 4,059,789 1,396.44 3.000 17,007.8

2017-II....... 3,983,848 1,402.93 3.000 16,767.2 80,020 1,278.59 3.000 306.9 4,063,868 1,400.48 3.000 17,074.1

2017-III ..... 3,993,963 1,406.84 3.000 16,856.6 81,046 1,282.44 3.000 311.8 4,075,009 1,404.36 3.000 17,168.4

2017-IV ..... 3,998,138 1,410.18 3.000 16,914.3 81,603 1,286.66 3.000 315.0 4,079,741 1,407.71 3.000 17,229.3

2018-I........ 3,978,009 1,453.57 3.000 17,346.9 81,172 1,327.14 3.000 323.2 4,059,181 1,451.04 3.000 17,670.1

2018-II....... 3,981,774 1,457.82 3.000 17,414.1 82,457 1,332.75 3.000 329.7 4,064,231 1,455.28 3.000 17,743.8

2018-III ..... 3,992,747 1,461.92 3.000 17,511.3 83,555 1,336.63 3.000 335.0 4,076,302 1,459.35 3.000 17,846.3

2018-IV ..... 3,997,835 1,465.44 3.000 17,575.8 84,172 1,340.90 3.000 338.6 4,082,007 1,462.88 3.000 17,914.4

2019-I........ 3,977,476 1,510.57 3.000 18,024.8 83,743 1,382.94 3.000 347.4 4,061,219 1,507.94 3.000 18,372.2

2019-II....... 3,979,683 1,515.01 3.000 18,087.8 85,047 1,388.59 3.000 354.3 4,064,730 1,512.37 3.000 18,442.1

2019-III ..... 3,989,007 1,519.30 3.000 18,181.5 86,153 1,392.45 3.000 359.9 4,075,161 1,516.62 3.000 18,541.4

2019-IV ..... 3,992,575 1,522.99 3.000 18,241.9 86,770 1,396.72 3.000 363.6 4,079,345 1,520.30 3.000 18,605.5
244

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.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[Amounts in millions]

Calendar

period

Mother beneficiaries Father beneficiaries 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

1980 ........... 544,764 $230.41 12.098 $1,518.6 15,539 $132.07 11.864 $24.4 560,303 $227.68 12.095 $1,543.0

1985 ........... 354,125 326.95 12.143 1,406.0 17,219 187.09 12.083 38.9 371,344 320.46 12.142 1,445.0

1986 ........... 339,501 337.72 12.138 1,391.7 17,254 196.31 11.810 40.0 356,755 330.88 12.129 1,431.7

1987 ........... 317,123 342.58 12.207 1,326.2 14,947 204.53 12.239 37.4 332,070 336.36 12.209 1,363.7

1988 ........... 306,830 357.11 12.039 1,319.1 15,227 216.95 11.914 39.4 322,057 350.48 12.035 1,358.5

1989 ........... 296,825 372.32 12.016 1,328.0 15,273 230.50 11.943 42.0 312,098 365.38 12.014 1,370.0

1990 ........... 289,144 390.96 12.036 1,360.6 15,570 246.06 11.950 45.8 304,714 383.55 12.034 1,406.4

1991 ........... 283,773 412.53 12.018 1,407.0 15,953 264.09 11.935 50.3 299,726 404.63 12.016 1,457.2

1992 ........... 279,755 427.60 11.990 1,434.4 16,727 281.08 11.651 54.8 296,482 419.33 11.978 1,489.2

1993 ........... 272,589 439.91 12.051 1,445.1 15,699 300.36 12.077 57.0 288,288 432.31 12.052 1,502.1

1994 ........... 266,191 452.90 11.982 1,444.6 15,288 317.13 11.998 58.2 281,479 445.53 11.983 1,502.8

1995 ........... 260,957 467.12 12.034 1,466.9 15,238 334.61 12.044 61.4 276,195 459.81 12.035 1,528.4

1996 ........... 229,622 497.95 12.191 1,393.9 10,919 391.18 12.415 53.0 240,541 493.10 12.199 1,447.0

1997 ........... 220,159 518.05 11.967 1,365.0 10,318 417.09 11.952 51.4 230,477 513.53 11.967 1,416.4

1998 ........... 209,046 534.64 11.972 1,338.1 9,852 436.02 11.943 51.3 218,898 530.20 11.972 1,389.4

1999 ........... 200,111 548.10 11.963 1,312.1 9,519 451.78 11.953 51.4 209,630 543.73 11.963 1,363.5

2000 ........... 190,551 569.90 11.957 1,298.6 9,301 473.17 11.945 52.6 199,852 565.40 11.957 1,351.1

2001 ........... 184,524 599.12 11.922 1,318.1 9,536 502.25 11.881 56.9 194,060 594.36 11.921 1,375.0

2002 ........... 180,881 625.88 11.874 1,344.4 9,974 529.45 11.801 62.3 190,855 620.84 11.872 1,406.7

2003 ........... 176,456 644.98 11.893 1,353.6 10,420 546.63 11.850 67.5 186,876 639.49 11.892 1,421.1

2004 ........... 172,706 668.26 11.866 1,369.6 10,760 568.33 11.861 72.5 183,466 662.40 11.867 1,442.1

2005 ........... 167,252 695.51 11.924 1,387.1 10,836 591.34 11.914 76.3 178,088 689.17 11.923 1,463.4

2006 ........... 162,214 730.98 11.874 1,408.0 10,638 624.75 11.855 78.8 172,852 724.45 11.873 1,486.8

2007 ........... 156,694 762.21 11.820 1,411.8 10,548 653.34 11.733 80.9 167,242 755.34 11.816 1,492.7

2008 ........... 150,821 787.93 11.842 1,407.3 10,390 672.65 11.766 82.2 161,211 780.50 11.838 1,489.6

2009 ........... 147,158 842.76 11.901 1,476.0 10,813 716.91 11.827 91.7 157,971 834.15 11.897 1,567.7

2010-I......... 142,228 844.09 3.000 360.2 10,913 716.48 3.000 23.5 153,141 834.99 3.000 383.6

2010-II ....... 142,659 843.23 3.000 360.9 11,040 715.69 3.000 23.7 153,699 834.07 3.000 384.6

2010-III...... 146,863 853.47 3.000 376.0 11,508 724.64 3.000 25.0 158,371 844.11 3.000 401.0

2010-IV...... 146,084 857.84 3.000 375.9 11,412 730.12 3.000 25.0 157,496 848.58 3.000 400.9

2011-I......... 139,064 850.57 3.000 354.9 10,817 724.27 3.000 23.5 149,881 841.45 3.000 378.4

2011-II ....... 139,794 849.76 3.000 356.4 10,962 723.26 3.000 23.8 150,756 840.56 3.000 380.2

2011-III ...... 144,033 860.15 3.000 371.7 11,516 732.09 3.000 25.3 155,548 850.67 3.000 397.0

2011-IV...... 143,367 864.62 3.000 371.9 11,417 737.42 3.000 25.3 154,784 855.24 3.000 397.1

2012-I......... 136,570 867.69 3.000 355.5 10,819 740.19 3.000 24.0 147,389 858.33 3.000 379.5

2012-II ....... 137,380 867.06 3.000 357.3 10,963 739.24 3.000 24.3 148,343 857.61 3.000 381.7

2012-III...... 141,641 877.86 3.000 373.0 11,515 748.37 3.000 25.9 153,156 868.12 3.000 398.9

2012-IV...... 141,083 882.61 3.000 373.6 11,415 753.91 3.000 25.8 152,498 872.97 3.000 399.4

2013-I......... 134,480 896.43 3.000 361.7 10,817 765.81 3.000 24.9 145,296 886.71 3.000 386.5

2013-II ....... 135,361 895.95 3.000 363.8 10,960 764.95 3.000 25.2 146,321 886.14 3.000 389.0

2013-III...... 139,645 907.27 3.000 380.1 11,511 774.52 3.000 26.7 151,156 897.16 3.000 406.8

2013-IV...... 139,179 912.35 3.000 380.9 11,410 780.37 3.000 26.7 150,589 902.35 3.000 407.7

2014-I......... 132,742 929.51 3.000 370.2 10,811 795.13 3.000 25.8 143,553 919.39 3.000 395.9

2014-II ....... 133,688 929.16 3.000 372.7 10,954 794.33 3.000 26.1 144,642 918.95 3.000 398.8

2014-III...... 137,995 941.05 3.000 389.6 11,505 804.36 3.000 27.8 149,500 930.53 3.000 417.3

2014-IV...... 137,612 946.46 3.000 390.7 11,404 810.53 3.000 27.7 149,015 936.06 3.000 418.5

2015-I......... 131,318 965.36 3.000 380.3 10,805 826.76 3.000 26.8 142,123 954.82 3.000 407.1

2015-II ....... 132,327 965.15 3.000 383.1 10,948 826.03 3.000 27.1 143,274 954.52 3.000 410.3

2015-III...... 136,664 977.67 3.000 400.8 11,497 836.54 3.000 28.9 148,161 966.72 3.000 429.7

2015-IV...... 136,357 983.46 3.000 402.3 11,395 843.06 3.000 28.8 147,752 972.63 3.000 431.1

2016-I......... 130,182 1,003.26 3.000 391.8 10,797 860.04 3.000 27.9 140,979 992.29 3.000 419.7

2016-II ....... 131,234 1,003.22 3.000 395.0 10,940 859.38 3.000 28.2 142,174 992.15 3.000 423.2

2016-III...... 135,588 1,016.40 3.000 413.4 11,489 870.44 3.000 30.0 147,077 1,004.99 3.000 443.4

2016-IV...... 135,338 1,022.59 3.000 415.2 11,388 877.33 3.000 30.0 146,726 1,011.31 3.000 445.2

2017-I......... 129,258 1,043.32 3.000 404.6 10,790 895.09 3.000 29.0 140,048 1,031.90 3.000 433.5

2017-II ....... 130,351 1,043.36 3.000 408.0 10,932 894.45 3.000 29.3 141,283 1,031.84 3.000 437.3

2017-III...... 134,725 1,057.15 3.000 427.3 11,480 905.99 3.000 31.2 146,205 1,045.28 3.000 458.5

2017-IV...... 134,526 1,063.67 3.000 429.3 11,379 913.20 3.000 31.2 145,904 1,051.94 3.000 460.4

2018-I......... 128,526 1,085.32 3.000 418.5 10,782 931.72 3.000 30.1 139,308 1,073.43 3.000 448.6

2018-II ....... 129,654 1,085.44 3.000 422.2 10,926 931.08 3.000 30.5 140,580 1,073.44 3.000 452.7

2018-III...... 134,047 1,099.86 3.000 442.3 11,476 943.12 3.000 32.5 145,523 1,087.50 3.000 474.8

2018-IV...... 133,891 1,106.73 3.000 444.5 11,376 950.66 3.000 32.4 145,267 1,094.50 3.000 477.0

2019-I......... 127,953 1,129.32 3.000 433.5 10,780 969.96 3.000 31.4 138,732 1,116.94 3.000 464.9

2019-II ....... 129,104 1,129.48 3.000 437.5 10,923 969.30 3.000 31.8 140,027 1,116.99 3.000 469.2

2019-III...... 133,507 1,144.54 3.000 458.4 11,472 981.84 3.000 33.8 144,979 1,131.66 3.000 492.2

2019-IV...... 133,380 1,151.72 3.000 460.9 11,371 989.69 3.000 33.8 144,751 1,138.99 3.000 494.6
OASI Dollars

245

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 703 $231.42 12.108 $2.0 14,626 $258.41 12.053 $45.6 15,329 $257.17 12.055 $47.5

1985........... 523 338.25 12.159 2.2 9,402 366.90 12.074 41.7 9,925 365.39 12.078 43.8

1990........... 414 443.86 11.956 2.2 5,769 456.07 12.037 31.7 6,183 455.25 12.032 33.9

1991........... 388 477.58 12.061 2.2 5,250 485.85 12.097 30.9 5,638 485.28 12.095 33.1

1992........... 388 503.54 12.023 2.3 4,848 509.38 12.059 29.8 5,236 508.94 12.057 32.1

1993........... 378 518.21 12.063 2.4 4,456 530.49 12.086 28.6 4,834 529.53 12.085 30.9

1994........... 374 539.84 11.887 2.4 4,113 551.36 12.044 27.3 4,487 550.40 12.031 29.7

1995........... 353 561.71 12.255 2.4 3,769 573.44 12.061 26.1 4,122 572.43 12.078 28.5

1996........... 348 575.37 12.051 2.4 3,458 594.74 12.036 24.8 3,806 592.97 12.038 27.2

1997........... 328 603.13 11.990 2.4 3,194 618.93 12.052 23.8 3,522 617.46 12.047 26.2

1998........... 291 616.93 12.249 2.2 2,994 641.13 12.008 23.1 3,285 638.98 12.029 25.2

1999........... 282 623.39 12.042 2.1 2,757 657.36 12.093 21.9 3,039 654.21 12.089 24.0

2000........... 265 644.61 12.135 2.1 2,555 680.37 12.026 20.9 2,820 677.01 12.036 23.0

2001........... 264 669.53 11.897 2.1 2,379 710.21 12.058 20.4 2,643 706.15 12.043 22.5

2002........... 256 689.94 11.929 2.1 2,225 740.20 12.043 19.8 2,481 735.02 12.032 21.9

2003........... 243 711.41 11.974 2.1 2,069 761.16 12.071 19.0 2,312 755.93 12.062 21.1

2004........... 229 737.29 11.934 2.0 1,938 786.67 12.017 18.3 2,167 781.45 12.010 20.3

2005........... 218 763.18 11.931 2.0 1,817 819.45 12.058 18.0 2,035 813.42 12.046 19.9

2006........... 213 800.01 12.042 2.1 1,733 863.61 11.992 17.9 1,946 856.65 11.997 20.0

2007........... 211 828.21 11.999 2.1 1,624 903.79 12.068 17.7 1,835 895.10 12.061 19.8

2008........... 204 852.79 12.220 2.1 1,542 931.75 12.030 17.3 1,746 922.52 12.051 19.4

2009........... 199 920.25 11.969 2.2 1,462 993.20 12.036 17.5 1,661 984.46 12.029 19.7

2010-I........ 194 926.12 3.000 .5 1,434 998.37 3.000 4.3 1,628 989.76 3.000 4.8

2010-II....... 194 921.01 3.000 .5 1,419 1,002.40 3.000 4.3 1,612 992.62 3.000 4.8

2010-III ..... 194 918.22 3.000 .5 1,405 1,005.13 3.000 4.2 1,599 994.57 2.999 4.8

2010-IV ..... 195 916.16 3.000 .5 1,388 1,007.55 3.000 4.2 1,583 996.28 2.999 4.7

2011-I ........ 191 917.77 3.000 .5 1,361 1,009.82 3.000 4.1 1,553 998.47 3.000 4.7

2011-II....... 186 916.77 3.000 .5 1,345 1,013.10 3.000 4.1 1,531 1,001.38 3.000 4.6

2011-III ..... 186 918.08 3.000 .5 1,331 1,015.06 3.000 4.1 1,518 1,003.17 2.999 4.6

2011-IV ..... 187 920.12 3.000 .5 1,315 1,016.72 3.000 4.0 1,502 1,004.68 2.999 4.5

2012-I........ 183 935.56 3.000 .5 1,288 1,030.67 3.000 4.0 1,472 1,018.82 2.999 4.5

2012-II....... 179 934.56 3.000 .5 1,272 1,033.87 3.000 3.9 1,451 1,021.64 2.999 4.4

2012-III ..... 179 935.89 3.000 .5 1,258 1,035.74 3.000 3.9 1,437 1,023.32 2.999 4.4

2012-IV ..... 179 937.97 3.000 .5 1,242 1,037.29 3.000 3.9 1,421 1,024.77 2.999 4.4

2013-I........ 175 965.02 3.000 .5 1,216 1,063.85 3.000 3.9 1,391 1,051.43 2.999 4.4

2013-II....... 170 963.97 3.000 .5 1,200 1,067.05 3.000 3.8 1,370 1,054.28 2.999 4.3

2013-III ..... 170 965.34 3.000 .5 1,186 1,068.87 3.000 3.8 1,356 1,055.92 2.999 4.3

2013-IV ..... 170 967.48 3.000 .5 1,170 1,070.37 3.000 3.8 1,340 1,057.30 2.999 4.2

2014-I........ 166 998.24 3.000 .5 1,145 1,100.89 3.000 3.8 1,311 1,087.87 3.000 4.3

2014-II....... 162 996.98 3.000 .5 1,128 1,104.11 3.000 3.7 1,290 1,090.68 2.999 4.2

2014-III ..... 161 998.21 3.000 .5 1,115 1,105.91 3.000 3.7 1,276 1,092.30 2.999 4.2

2014-IV ..... 161 1,000.24 3.000 .5 1,098 1,107.36 3.000 3.6 1,259 1,093.67 2.999 4.1

2015-I........ 157 1,032.92 3.000 .5 1,074 1,139.95 3.000 3.7 1,232 1,126.28 3.000 4.2

2015-II....... 153 1,031.61 3.000 .5 1,059 1,143.16 3.000 3.6 1,211 1,129.09 2.999 4.1

2015-III ..... 152 1,032.87 3.000 .5 1,044 1,144.89 3.000 3.6 1,197 1,130.65 2.999 4.1

2015-IV ..... 152 1,034.96 3.000 .5 1,029 1,146.27 3.000 3.5 1,181 1,131.94 2.999 4.0

2016-I........ 148 1,068.78 3.000 .5 1,006 1,179.89 3.000 3.6 1,154 1,165.62 2.999 4.0

2016-II....... 144 1,067.44 3.000 .5 990 1,183.14 3.000 3.5 1,134 1,168.47 3.000 4.0

2016-III ..... 143 1,068.78 3.000 .5 976 1,184.85 3.000 3.5 1,119 1,170.01 2.999 3.9

2016-IV ..... 143 1,070.97 3.000 .5 961 1,186.21 3.000 3.4 1,104 1,171.29 3.000 3.9

2017-I........ 139 1,105.94 3.000 .5 939 1,220.90 3.000 3.4 1,078 1,206.06 2.999 3.9

2017-II....... 135 1,104.43 3.000 .4 923 1,224.12 3.000 3.4 1,058 1,208.87 2.999 3.8

2017-III ..... 134 1,105.68 3.000 .4 910 1,225.75 3.000 3.3 1,044 1,210.33 2.999 3.8

2017-IV ..... 134 1,107.82 3.000 .4 895 1,227.02 3.000 3.3 1,029 1,211.51 2.999 3.7

2018-I........ 130 1,143.85 3.000 .4 873 1,262.78 3.000 3.3 1,003 1,247.35 2.999 3.8

2018-II....... 126 1,142.14 3.000 .4 859 1,266.03 3.000 3.3 985 1,250.20 3.000 3.7

2018-III ..... 125 1,143.29 3.000 .4 846 1,267.64 3.000 3.2 971 1,251.62 3.000 3.6

2018-IV ..... 125 1,145.36 3.000 .4 831 1,268.87 3.000 3.2 956 1,252.75 2.999 3.6

2019-I........ 121 1,182.45 3.000 .4 811 1,305.78 3.000 3.2 932 1,289.75 2.999 3.6

2019-II....... 117 1,180.50 3.000 .4 796 1,309.09 3.000 3.1 914 1,292.58 2.999 3.5

2019-III ..... 117 1,181.51 3.000 .4 784 1,310.70 3.000 3.1 900 1,293.97 3.000 3.5

2019-IV ..... 116 1,183.47 3.000 .4 770 1,311.92 3.000 3.0 885 1,295.13 2.998 3.4
Benefit Payments

246

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 126,969 $193.14 12.004 $294.4 883 $138.91 11.747 $1.4 127,852 $192.77 12.003 $295.8

1985........... 105,374 307.41 12.010 389.1 1,124 187.61 12.111 2.6 106,498 306.14 12.011 391.6

1986........... 104,838 317.02 11.979 398.1 1,196 192.64 12.535 2.9 106,034 315.61 11.983 401.0

1987........... 104,224 321.83 11.996 402.4 1,334 196.15 12.497 3.3 105,558 320.24 12.000 405.6

1988........... 101,812 336.14 12.113 414.6 1,339 203.36 12.721 3.5 103,151 334.42 12.119 418.0

1989........... 100,638 351.19 12.011 424.5 1,375 211.85 12.698 3.7 102,013 349.31 12.017 428.2

1990........... 99,681 369.89 11.995 442.3 1,410 224.08 12.802 4.0 101,091 367.85 12.002 446.3

1991........... 104,705 392.80 11.962 492.0 1,701 244.83 11.890 5.0 106,406 390.43 11.961 496.9

1992........... 121,252 411.06 11.918 594.0 2,098 262.49 11.874 6.5 123,350 408.53 11.918 600.6

1993........... 136,841 425.51 11.942 695.4 2,493 275.38 11.947 8.2 139,334 422.82 11.942 703.6

1994........... 150,819 436.64 11.969 788.2 2,941 289.23 11.921 10.1 153,760 433.82 11.968 798.3

1995........... 163,741 449.48 11.959 880.2 3,371 299.34 11.907 12.0 167,112 446.46 11.959 892.2

1996........... 174,404 461.14 11.954 961.4 3,751 308.30 11.915 13.8 178,155 457.92 11.954 975.2

1997........... 181,362 474.02 11.963 1,028.5 4,019 319.78 11.945 15.4 185,381 470.68 11.963 1,043.9

1998........... 187,283 484.09 11.968 1,085.1 4,364 326.98 11.948 17.1 191,647 480.51 11.968 1,102.1

1999........... 192,026 491.30 11.980 1,130.2 4,712 332.75 11.975 18.8 196,738 487.51 11.980 1,149.0

2000........... 195,638 504.67 11.965 1,181.3 4,644 344.23 12.990 20.8 200,282 500.95 11.981 1,202.1

2001........... 197,856 525.39 11.964 1,243.7 5,015 363.19 12.867 23.4 202,871 521.38 11.980 1,267.1

2002........... 200,345 543.01 11.957 1,300.9 5,346 377.01 12.996 26.2 205,691 538.70 11.977 1,327.1

2003........... 202,726 555.05 11.956 1,345.4 5,846 388.88 12.986 29.5 208,572 550.40 11.977 1,374.9

2004........... 203,904 570.50 11.926 1,387.4 6,265 403.27 12.977 32.8 210,169 565.52 11.949 1,420.2

2005........... 206,243 585.46 11.994 1,448.3 7,276 418.75 11.992 36.5 213,519 579.78 11.994 1,484.8

2006........... 210,273 603.04 12.000 1,521.7 7,807 435.66 11.995 40.8 218,080 597.05 12.000 1,562.5

2007........... 214,070 615.03 11.990 1,578.6 8,423 448.70 11.966 45.2 222,493 608.73 11.989 1,623.8

2008........... 216,390 653.08 12.071 1,705.9 9,196 468.70 11.986 51.7 225,586 645.56 12.069 1,757.6

2009........... 221,051 691.77 12.041 1,841.3 10,164 497.01 11.986 60.5 231,215 683.21 12.040 1,901.9

2010-I........ 225,841 691.53 3.000 468.5 10,892 497.00 3.000 16.2 236,733 682.58 3.000 484.8

2010-II....... 226,143 688.47 3.000 467.1 11,087 496.25 3.000 16.5 237,230 679.49 3.000 483.6

2010-III ..... 226,706 685.91 3.000 466.5 11,215 496.39 3.000 16.7 237,922 676.97 3.000 483.2

2010-IV ..... 229,311 683.14 3.000 470.0 11,501 495.64 3.000 17.1 240,812 674.18 3.000 487.1

2011-I ........ 229,491 685.18 3.000 471.7 11,638 497.36 3.000 17.4 241,130 676.12 3.000 489.1

2011-II....... 229,045 683.92 3.000 469.9 11,784 497.14 3.000 17.6 240,829 674.78 3.000 487.5

2011-III ..... 229,473 683.13 3.000 470.3 12,002 497.82 3.000 17.9 241,474 673.92 3.000 488.2

2011-IV ..... 231,450 682.14 3.000 473.6 12,260 497.59 3.000 18.3 243,710 672.86 3.000 491.9

2012-I........ 231,039 693.65 3.000 480.8 12,363 505.72 3.000 18.8 243,402 684.10 3.000 499.5

2012-II....... 230,060 692.54 3.000 478.0 12,479 505.63 3.000 18.9 242,539 682.92 3.000 496.9

2012-III ..... 229,961 691.91 3.000 477.3 12,674 506.47 3.000 19.3 242,635 682.23 3.000 496.6

2012-IV ..... 231,411 691.08 3.000 479.8 12,912 506.38 3.000 19.6 244,323 681.32 3.000 499.4

2013-I........ 230,550 711.26 3.000 491.9 12,987 520.90 3.000 20.3 243,537 701.11 3.000 512.2

2013-II....... 229,206 710.32 3.000 488.4 13,078 520.96 3.000 20.4 242,284 700.09 3.000 508.9

2013-III ..... 228,734 709.87 3.000 487.1 13,254 521.97 3.000 20.8 241,988 699.58 3.000 507.9

2013-IV ..... 229,796 709.22 3.000 488.9 13,474 522.03 3.000 21.1 243,270 698.85 3.000 510.0

2014-I........ 228,808 732.27 3.000 502.7 13,532 538.73 3.000 21.9 242,340 721.47 3.000 524.5

2014-II....... 227,584 731.53 3.000 499.5 13,613 538.92 3.000 22.0 241,197 720.66 3.000 521.5

2014-III ..... 227,223 731.29 3.000 498.5 13,782 540.10 3.000 22.3 241,005 720.36 3.000 520.8

2014-IV ..... 228,386 730.84 3.000 500.7 13,999 540.29 3.000 22.7 242,385 719.83 3.000 523.4

2015-I........ 227,442 755.58 3.000 515.5 14,049 558.24 3.000 23.5 241,491 744.09 3.000 539.1

2015-II....... 226,187 755.07 3.000 512.4 14,124 558.56 3.000 23.7 240,311 743.52 3.000 536.0

2015-III ..... 225,795 755.10 3.000 511.5 14,291 559.90 3.000 24.0 240,087 743.48 3.000 535.5

2015-IV ..... 226,928 754.90 3.000 513.9 14,509 560.22 3.000 24.4 241,437 743.20 3.000 538.3

2016-I........ 225,956 780.72 3.000 529.2 14,547 578.96 3.000 25.3 240,503 768.52 3.000 554.5

2016-II....... 224,659 780.46 3.000 526.0 14,607 579.43 3.000 25.4 239,267 768.18 3.000 551.4

2016-III ..... 224,232 780.74 3.000 525.2 14,764 580.95 3.000 25.7 238,995 768.40 3.000 550.9

2016-IV ..... 225,334 780.79 3.000 527.8 14,972 581.42 3.000 26.1 240,306 768.37 3.000 553.9

2017-I........ 224,225 807.75 3.000 543.4 15,000 600.99 3.000 27.0 239,225 794.78 3.000 570.4

2017-II....... 222,667 807.69 3.000 539.5 15,056 601.58 3.000 27.2 237,722 794.64 3.000 566.7

2017-III ..... 221,987 808.21 3.000 538.2 15,211 603.26 3.000 27.5 237,198 795.06 3.000 565.8

2017-IV ..... 222,840 808.47 3.000 540.5 15,419 603.84 3.000 27.9 238,260 795.23 3.000 568.4

2018-I........ 221,559 836.59 3.000 556.1 15,446 624.25 3.000 28.9 237,004 822.75 3.000 585.0

2018-II....... 219,885 836.72 3.000 551.9 15,504 624.90 3.000 29.1 235,389 822.76 3.000 581.0

2018-III ..... 219,095 837.42 3.000 550.4 15,665 626.69 3.000 29.5 234,760 823.36 3.000 579.9

2018-IV ..... 219,835 837.87 3.000 552.6 15,881 627.33 3.000 29.9 235,716 823.69 3.000 582.5

2019-I........ 218,475 867.18 3.000 568.4 15,914 648.56 3.000 31.0 234,389 852.34 3.000 599.3

2019-II....... 216,737 867.44 3.000 564.0 15,983 649.25 3.000 31.1 232,720 852.46 3.000 595.2

2019-III ..... 215,883 868.31 3.000 562.4 16,158 651.11 3.000 31.6 232,041 853.19 3.000 593.9

2019-IV ..... 216,545 868.91 3.000 564.5 16,391 651.79 3.000 32.1 232,936 853.63 3.000 596.5
OASI Dollars

247

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[Amounts in millions]

Calendar period

In current-payment status 

at midpoint of period

Total current-payment

benefits during period

Number Average benefit Rate Amount

1980 ........................ 102,022 $97.82 12.010 $119.9

1985 ........................ 35,697 134.05 12.080 57.8

1986 ........................ 28,016 138.00 12.068 46.7

1987 ........................ 21,671 139.66 12.081 36.6

1988 ........................ 16,302 145.32 12.108 28.7

1989 ........................ 12,028 151.07 12.106 22.0

1990 ........................ 8,728 158.17 12.105 16.7

1991 ........................ 6,267 166.63 12.116 12.7

1992 ........................ 4,426 172.62 12.088 9.2

1993 ........................ 3,021 177.78 12.132 6.5

1994 ........................ 1,962 182.36 12.222 4.4

1995 ........................ 1,308 187.27 12.128 3.0

1996 ........................ 811 192.03 12.219 1.9

1997 ........................ 510 197.37 12.159 1.2

1998 ........................ 310 201.54 12.103 .8

1999 ........................ 183 203.92 12.145 .5

2000 ........................ 111 210.21 12.355 .3

2001 ........................ 64 217.48 12.165 .2

2002 ........................ 31 224.73 12.201 .1

2003 ........................ 16 227.33 12.203 a

2004 ........................ 10 230.05 12.354 a

2005 ........................ 4 243.06 16.457 a

2006 ........................ 3 247.22 17.528 a

2007 ........................ 6 244.25 10.918 a

2008 ........................ 2 270.83 14.769 a

2009 ........................ 1 333.33 12.000 a

2010-I...................... 1 333.33 3.000 a

2010-II .................... 1 276.12 3.000 a

2010-III ................... 1 276.12 3.000 a

2010-IV................... ... ... ... ...

2011-I...................... ... ... ... ...

2011-II..................... ... ... ... ...

2011-III ................... ... ... ... ...

2011-IV ................... ... ... ... ...

2012-I...................... ... ... ... ...

2012-II .................... ... ... ... ...

2012-III ................... ... ... ... ...

2012-IV................... ... ... ... ...

2013-I...................... ... ... ... ...

2013-II .................... ... ... ... ...

2013-III ................... ... ... ... ...

2013-IV................... ... ... ... ...

2014-I...................... ... ... ... ...

2014-II .................... ... ... ... ...

2014-III ................... ... ... ... ...

2014-IV................... ... ... ... ...

2015-I...................... ... ... ... ...

2015-II .................... ... ... ... ...

2015-III ................... ... ... ... ...

2015-IV................... ... ... ... ...

2016-I...................... ... ... ... ...

2016-II .................... ... ... ... ...

2016-III ................... ... ... ... ...

2016-IV................... ... ... ... ...

2017-I...................... ... ... ... ...

2017-II .................... ... ... ... ...

2017-III ................... ... ... ... ...

2017-IV................... ... ... ... ...

2018-I...................... ... ... ... ...

2018-II .................... ... ... ... ...

2018-III ................... ... ... ... ...

2018-IV................... ... ... ... ...

2019-I...................... ... ... ... ...

2019-II .................... ... ... ... ...

2019-III ................... ... ... ... ...

2019-IV................... ... ... ... ...

a Less than $50,000.
Benefit Payments

248

Sources:

• Total award amount is computed as number of awards times average monthly benefit amount. For retired workers and dependents, awards are for retired workers only. Number of

awards and average benefit amount 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.

• Factor for all other components computed historically by dividing (a) non-current-payment benefits by (b) total award amount 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 total award amount times benefit increase

factor times factor for all other components.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E24.—Non-Current-Payment Benefits to OASI Beneficiaries, Other Than Benefits Due to AERO

(Calendar years 1980-2019)

[Amounts in millions]

Retired workers and dependents Survivors of deceased workers

Year

Total award 

amount

Benefit increase 

factor

Factor for all 

other 

components

Non-currentpayment benefits 

other than 

AERO

Total award 

amount

Benefit increase 

factor

Factor for all 

other 

components

Non-currentpayment benefits 

other than 

AERO

1980 .............................. $585.5 0.933 0.944 $515.7 $293.8 0.933 1.200 $329.1

1981 .............................. 634.9 .947 1.496 899.1 329.2 .947 1.550 483.1

1982 .............................. 667.8 .964 .934 601.3 337.9 .964 1.233 401.7

1983 .............................. 701.1 .966 1.802 1,220.8 328.9 .966 1.869 593.8

1984 .............................. 688.5 .966 .944 627.9 319.9 .966 1.468 453.9

1985 .............................. 748.7 .970 .489 355.4 322.1 .970 1.543 482.2

1986 .............................. 792.0 .987 .230 179.9 317.8 .987 1.306 409.6

1987 .............................. 806.2 .960 .097 74.9 328.0 .960 1.236 389.1

1988 .............................. 834.1 .962 .264 212.1 349.1 .962 1.243 417.4

1989 .............................. 887.3 .955 .491 416.5 354.4 .955 1.299 439.7

1990 .............................. 957.8 .949 .662 601.2 371.3 .949 1.399 492.7

1991 .............................. 1,015.4 .964 .587 574.4 392.6 .964 1.412 534.6

1992 .............................. 1,065.1 .971 .596 616.1 388.8 .971 1.486 561.0

1993 .............................. 1,072.0 .975 .342 357.0 410.3 .975 1.750 699.6

1994 .............................. 1,086.2 .973 .293 309.5 411.2 .973 1.746 698.4

1995 .............................. 1,108.1 .975 .426 459.7 421.9 .975 2.011 827.0

1996 .............................. 1,127.5 .972 .500 547.5 418.8 .972 1.868 760.0

1997 .............................. 1,268.1 .979 1.120 1,390.5 437.2 .979 2.332 998.7

1998 .............................. 1,230.1 .987 1.314 1,595.4 437.0 .987 2.484 1,071.5

1999 .............................. 1,343.6 .976 1.005 1,317.8 512.0 .976 2.028 1,013.3

2000 .............................. 1,703.5 .966 1.928 3,173.9 550.5 .966 2.046 1,088.2

2001 .............................. 1,561.1 .975 .820 1,247.8 563.0 .975 2.433 1,335.1

2002 .............................. 1,657.1 .986 .708 1,156.5 583.6 .986 2.171 1,249.6

2003 .............................. 1,686.1 .979 .760 1,255.0 585.1 .979 2.217 1,270.3

2004 .............................. 1,809.9 .974 .743 1,309.3 605.6 .974 2.322 1,369.1

2005 .............................. 2,000.7 .961 .933 1,793.3 624.8 .961 2.902 1,741.7

2006 .............................. 2,087.4 .968 .134 270.3 654.0 .968 2.372 1,501.7

2007 .............................. 2,222.1 .978 .276 599.9 689.3 .978 2.087 1,406.1

2008 .............................. 2,665.5 .945 .244 614.4 759.2 .945 2.284 1,638.7

2009 .............................. 3,232.8 1.000 .236 762.9 750.6 1.000 2.179 1,635.4

2010 .............................. 3,211.0 1.000 .209 669.5 757.6 1.000 2.200 1,666.8

2011 .............................. 3,329.6 .988 .240 789.6 775.5 .988 2.200 1,685.9

2012 .............................. 3,719.9 .977 .240 871.8 811.4 .977 2.200 1,743.2

2013 .............................. 4,079.4 .974 .240 953.3 848.5 .974 2.200 1,817.6

2014 .............................. 4,341.5 .973 .240 1,013.6 884.5 .973 2.200 1,892.9

2015 .............................. 4,634.5 .973 .240 1,082.0 923.8 .973 2.200 1,977.0

2016 .............................. 5,002.7 .973 .240 1,167.9 966.5 .973 2.200 2,068.5

2017 .............................. 5,336.7 .973 .240 1,245.9 1,009.0 .973 2.200 2,159.4

2018 .............................. 5,697.2 .973 .240 1,330.1 1,052.8 .973 2.200 2,253.0

2019 .............................. 6,056.9 .973 .240 1,414.1 1,094.6 .973 2.200 2,342.6
OASI Dollars

249

Sources:

• Total non-current-payment benefits other than AERO for life and survivor beneficiaries shown earlier.

• 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 2010 Trustees Report intermediate set of assumptions.

Table III.E25.—Non-Current-Payment Benefits to OASI Beneficiaries by Type, Other Than Benefits Due to AERO

(Calendar years 1980-2019)

[Amounts in millions]

Year

Life Survivor

Total OASI

Retired

Workers Spouses

Dependent

Children

Surviving

Children

Aged

Widow(er)s

Young

Widow(er)s Parents

Disabled

Widow(er)s

1980.................. $348.1 $33.3 $134.2 $265.7 $16.8 $29.1 $0.9 $16.7 $844.8

1981.................. 683.9 65.1 150.2 314.4 114.7 35.5 1.0 17.5 1,382.2

1982.................. 445.1 62.6 93.6 282.4 77.0 26.4 .6 15.3 1,003.0

1983.................. 1,014.5 128.5 77.8 295.4 238.4 37.8 .9 21.3 1,814.6

1984.................. 486.0 73.5 68.5 257.3 138.6 29.3 .6 28.1 1,081.8

1985.................. 188.9 100.8 65.7 242.9 183.1 27.5 .4 28.3 837.6

1986.................. 31.3 83.7 65.0 233.2 118.7 25.2 .3 32.2 589.5

1987.................. -61.5 73.6 62.7 231.9 104.8 23.9 .2 28.2 463.9

1988.................. 85.5 61.6 65.0 271.6 92.2 25.2 .2 28.1 629.5

1989.................. 274.0 78.9 63.5 275.3 107.1 26.6 .3 30.5 856.2

1990.................. 441.8 90.6 68.8 288.4 142.5 28.0 .4 33.4 1,094.0

1991.................. 413.6 89.6 71.2 295.5 137.0 29.3 .4 72.5 1,109.1

1992.................. 446.5 94.0 75.5 308.7 137.8 29.7 .6 84.2 1,177.1

1993.................. 330.9 -33.7 59.8 385.7 154.3 42.5 .5 116.7 1,056.6

1994.................. 289.1 -39.2 59.6 381.8 155.7 46.5 .4 114.0 1,007.8

1995.................. 447.1 -47.1 59.7 376.8 293.2 42.6 .2 114.1 1,286.7

1996.................. 529.2 -43.0 61.3 385.4 228.8 37.2 .3 108.4 1,307.5

1997.................. 1,316.1 .8 73.7 461.0 375.8 47.5 .5 113.8 2,389.2

1998.................. 1,494.0 23.6 77.8 483.2 423.5 44.0 .7 120.1 2,666.9

1999.................. 1,231.0 6.7 80.0 490.6 354.4 49.5 .3 118.4 2,331.0

2000.................. 2,992.1 92.1 89.8 530.6 388.7 52.8 .3 115.9 4,262.1

2001.................. 1,235.6 -92.8 104.9 599.0 546.6 64.0 .4 125.1 2,582.8

2002.................. 1,060.4 -9.4 105.5 594.2 454.3 67.5 .3 133.3 2,406.0

2003.................. 1,150.5 2.3 102.1 576.3 494.2 62.8 .5 136.6 2,525.3

2004.................. 1,177.5 18.7 113.1 624.0 540.5 69.4 .5 134.7 2,678.4

2005.................. 1,569.3 78.6 145.3 782.6 714.7 69.9 .8 173.7 3,534.9

2006.................. 216.6 -86.5 140.3 743.3 488.5 73.9 .5 195.6 1,772.0

2007.................. 456.2 5.3 138.4 719.4 415.8 65.0 .6 205.3 2,006.0

2008.................. 445.9 5.0 163.4 821.6 564.7 86.9 .5 164.9 2,253.1

2009.................. 642.0 -56.3 177.2 836.8 557.0 76.3 .3 164.9 2,398.3

2010.................. 548.2 -64.2 185.2 852.9 567.7 77.7 .3 168.2 2,336.3

2011.................. 664.1 -58.3 183.4 862.7 574.2 78.6 .3 170.1 2,475.6

2012.................. 733.2 -64.3 202.5 892.0 593.7 81.2 .3 175.9 2,615.1

2013.................. 801.7 -70.4 221.5 930.1 619.1 84.7 .4 183.4 2,770.9

2014.................. 852.4 -74.8 235.5 968.6 644.7 88.2 .4 191.0 2,906.5

2015.................. 910.0 -79.9 251.3 1,011.7 673.4 92.1 .4 199.5 3,059.0

2016.................. 982.2 -86.2 271.3 1,058.4 704.5 96.4 .4 208.7 3,236.4

2017.................. 1,047.8 -91.9 289.4 1,105.0 735.5 100.6 .4 217.9 3,405.3

2018.................. 1,118.6 -98.2 309.0 1,152.9 767.4 105.0 .5 227.3 3,583.1

2019.................. 1,189.2 -104.4 328.5 1,198.7 797.9 109.2 .5 236.4 3,756.6
Benefit Payments

250

Sources:

• Number and average benefit to retired workers in current-payment status shown earlier.

• Total amount paid to male or female retired workers calculated as number in current-payment status times average benefit. Total amount for all retired workers calculated as sum

of male and female amounts.

• Historical ratio is calculated as AERO benefits divided by total amount paid to retired workers. Projected ratio is estimated at a level equal to the ratio in the last historical year.

• Historical AERO benefits from unpublished monthly reports generated at time of AERO computer run; projected AERO benefits calculated as the ratio times the total amount paid

to retired workers.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E26.—Total AERO Benefits to OASI Beneficiaries

(Calendar years 1999-2019)

[Amounts in millions]

Male retired workers beginning of year Female retired workers beginning of year

Total amount 

for retired 

workersc

OASI AERO benefits

Year Numbera

a Number in current-payment status aged 62 to 69.

Average 

benefitb

b Average monthly benefit to all retired workers in current-payment status.

Total amountc

c Total amount paid to retired worker beneficiaries aged 62 to 69. It is only an estimate due to the fact that the average benefit is not specific to the 62 to 69 age group.

Numbera Average benefitb Total amountc

Ratio to retired 

worker 

amountd

d Total AERO benefits as a ratio of the estimated amount paid to retired workers aged 62 to 69.

Amount

1999 .............................. 5,069,815 $876.93 $4,445.9 4,184,284 $675.93 $2,828.3 $7,274.2 0.044 $319.7

2000 .............................. 5,087,948 904.62 4,602.7 4,239,032 697.50 2,956.7 7,559.4 .053 402.2

2001 .............................. 5,400,102 951.05 5,135.8 4,419,485 729.89 3,225.7 8,361.5 .053 442.9

2002 .............................. 5,457,578 984.58 5,373.4 4,510,277 756.18 3,410.6 8,784.0 .056 489.9

2003 .............................. 5,525,505 1,007.81 5,568.7 4,606,741 774.09 3,566.0 9,134.7 .067 610.9

2004 .............................. 5,582,998 1,038.68 5,798.9 4,722,174 797.62 3,766.5 9,565.4 .062 589.8

2005 .............................. 5,635,893 1,076.11 6,064.8 4,849,315 826.09 4,006.0 10,070.8 .055 550.3

2006 .............................. 5,718,028 1,129.43 6,458.1 5,011,525 867.30 4,346.5 10,804.6 .052 565.1

2007 .............................. 5,781,816 1,177.42 6,807.6 5,157,514 904.66 4,665.8 11,473.4 .051 586.0

2008 .............................. 5,836,091 1,215.71 7,095.0 5,283,905 935.19 4,941.5 12,036.4 .051 609.9

2009 .............................. 5,972,872 1,299.14 7,759.6 5,475,378 1,000.73 5,479.4 13,239.0 .051 679.8

2010 .............................. 6,361,872 1,311.65 8,344.5 5,864,578 1,011.42 5,931.6 14,276.1 .051 731.0

2011 .............................. 6,704,531 1,324.84 8,882.4 6,191,940 1,022.48 6,331.1 15,213.6 .051 781.1

2012 .............................. 6,995,734 1,353.08 9,465.8 6,492,386 1,046.11 6,791.8 16,257.5 .051 834.7

2013 .............................. 7,262,818 1,399.60 10,165.0 6,770,271 1,083.47 7,335.4 17,500.4 .051 898.6

2014 .............................. 7,578,348 1,451.98 11,003.6 7,110,759 1,125.42 8,002.6 19,006.2 .051 975.9

2015 .............................. 7,937,707 1,507.99 11,970.0 7,513,520 1,170.41 8,793.9 20,763.9 .051 1,066.1

2016 .............................. 8,332,846 1,565.87 13,048.2 7,958,115 1,217.77 9,691.2 22,739.3 .051 1,167.5

2017 .............................. 8,569,011 1,627.18 13,943.3 8,272,407 1,267.24 10,483.1 24,426.4 .051 1,254.2

2018 .............................. 8,683,752 1,690.89 14,683.3 8,471,399 1,319.24 11,175.8 25,859.1 .051 1,327.7

2019 .............................. 8,883,775 1,757.25 15,611.0 8,728,139 1,373.92 11,991.8 27,602.8 .051 1,417.3
OASI Dollars

251

Sources:

• Total AERO benefits shown earlier.

• Historical amounts of AERO 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 AERO amount.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E27.—AERO Benefits to OASI Beneficiaries by Type

(Calendar years 1980-2019)

[Amounts in millions]

Year

Life Survivor

Retired

workers Spouses

Dependent

children

Retired

workers and

dependents

Surviving

children

Aged

widow(er)s

Young

widow(er)s Parents

Disabled

widow(er)s Survivors Total OASI

1980.................. $41.7 $4.5 $1.0 $47.2 a $0.3 $0.1 a a $0.5 $47.7

1981.................. 384.7 38.7 8.0 431.4 a 1.9 1.0 a $0.1 3.0 434.4

1982.................. 805.6 73.6 7.0 886.2 a 18.3 .3 a .1 18.8 905.0

1983.................. 1,139.6 119.9 8.9 1,268.3 a 35.2 .4 $0.1 .3 36.0 1,304.3

1984.................. 817.9 62.6 8.0 888.5 a 17.7 .5 .1 .3 18.6 907.0

1985.................. 587.8 49.8 8.1 645.8 $0.7 13.1 1.1 a .4 15.3 661.1

1986.................. 517.7 45.6 4.4 567.7 1.0 8.0 .3 a .2 9.4 577.2

1987.................. 425.9 37.2 4.0 467.2 1.2 6.6 .3 a .2 8.3 475.4

1988.................. 329.7 26.9 3.0 359.6 43.7 5.3 8.5 a .3 57.8 417.4

1989.................. 538.7 44.9 4.4 588.0 18.4 7.6 4.2 a .3 30.4 618.4

1990.................. 374.6 30.5 3.2 408.3 13.8 5.8 2.9 a .2 22.8 431.1

1991.................. 333.7 24.8 3.0 361.6 15.1 5.0 3.1 a .2 23.4 385.0

1992.................. 321.1 24.0 2.6 347.7 8.5 4.3 1.8 a .3 15.0 362.7

1993.................. 324.2 23.7 2.8 350.6 10.4 4.4 2.0 a .3 17.1 367.8

1994.................. 277.1 19.1 2.5 298.7 9.0 3.1 1.7 a .3 14.1 312.7

1995.................. 319.3 19.8 2.7 341.8 13.4 4.2 2.4 a .4 20.4 362.1

1996.................. 267.9 16.3 2.4 286.6 12.0 3.0 2.0 a .4 17.4 304.0

1997.................. 276.4 16.3 2.6 295.3 11.3 2.7 1.8 a .3 16.1 311.5

1998.................. 308.5 18.5 2.6 329.7 11.6 3.1 1.7 a .4 16.8 346.5

1999.................. 284.4 15.2 2.6 302.2 12.9 2.6 1.8 a .3 17.5 319.7

2000.................. 359.2 17.6 3.2 380.0 15.6 4.0 2.2 a .4 22.3 402.2

2001.................. 399.3 19.1 4.0 422.3 14.2 4.1 1.9 a .4 20.5 442.9

2002.................. 441.0 19.6 5.1 465.6 17.2 4.5 2.3 a .3 24.3 489.9

2003.................. 552.3 25.2 7.0 584.5 18.0 5.5 2.4 a .5 26.4 610.9

2004.................. 518.1 27.0 8.0 553.2 24.2 8.3 3.2 .1 .8 36.6 589.8

2005.................. 492.7 25.2 7.5 525.5 16.2 6.1 2.1 a .4 24.9 550.3

2006.................. 512.9 25.0 7.6 545.4 15.0 2.6 1.8 a .3 19.7 565.1

2007.................. 533.0 25.6 7.7 566.2 15.6 2.1 1.9 a .3 19.8 586.0

2008.................. 556.1 26.0 7.8 589.9 16.2 1.6 1.9 a .2 20.0 609.9

2009.................. 612.9 27.8 9.0 649.7 20.9 5.9 2.8 a .4 30.0 679.8

2010.................. 659.0 29.9 9.7 698.6 22.5 6.4 3.0 a .5 32.4 731.0

2011.................. 704.3 31.9 10.4 746.6 24.0 6.8 3.2 a .5 34.5 781.1

2012.................. 752.6 34.1 11.1 797.8 25.7 7.3 3.4 a .5 36.9 834.7

2013.................. 810.1 36.7 11.9 858.8 27.6 7.8 3.7 a .6 39.7 898.6

2014.................. 879.9 39.9 13.0 932.7 30.0 8.5 4.0 a .6 43.2 975.9

2015.................. 961.2 43.6 14.2 1,019.0 32.8 9.3 4.4 a .7 47.1 1,066.1

2016.................. 1,052.7 47.7 15.5 1,115.9 35.9 10.2 4.8 a .7 51.6 1,167.5

2017.................. 1,130.8 51.3 16.7 1,198.7 38.6 11.0 5.1 a .8 55.5 1,254.2

2018.................. 1,197.1 54.3 17.6 1,269.0 40.8 11.6 5.4 a .8 58.7 1,327.7

2019.................. 1,277.8 57.9 18.8 1,354.6 43.6 12.4 5.8 a .9 62.7 1,417.3

a Less than $50,000.
Benefit Payments

252

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 2010 Trustees Report intermediate set of assumptions.

Table III.E28.—Lump-Sum Death Benefits

(Calendar years 1980-2019)

[Amounts in millions]

Year Insured populationa Insured deaths

Lump-sum deaths

Ratio to insured deaths Number Average benefit Total amount

1980 ........................ 138,274.0 1,522,045 1.020 1,552,617 $254.00 $394.4

1981 ........................ 141,197.6 1,518,721 .859 1,305,261 254.72 332.5

1982 ........................ 143,626.4 1,512,516 .527 797,096 255.00 203.3

1983 ........................ 145,532.5 1,563,321 .515 805,527 255.00 205.4

1984 ........................ 147,169.8 1,587,459 .523 829,494 255.00 211.5

1985 ........................ 148,990.8 1,626,789 .505 821,548 252.53 207.5

1986 ........................ 151,505.6 1,649,006 .487 803,327 252.63 202.9

1987 ........................ 154,007.0 1,690,318 .476 804,180 252.53 203.1

1988 ........................ 156,306.2 1,710,389 .482 823,753 252.63 208.1

1989 ........................ 158,967.9 1,700,713 .481 817,867 252.44 206.5

1990 ........................ 162,109.8 1,713,563 .475 814,553 252.37 205.6

1991 ........................ 164,423.5 1,724,905 .464 800,530 252.33 202.0

1992 ........................ 166,344.3 1,741,098 .468 815,384 252.04 205.5

1993 ........................ 167,974.9 1,819,878 .469 853,215 251.37 214.5

1994 ........................ 169,508.2 1,835,340 .477 876,128 251.15 220.0

1995 ........................ 171,207.3 1,865,059 .469 875,368 249.57 218.5

1996 ........................ 173,575.2 1,874,155 .466 873,494 249.04 217.5

1997 ........................ 175,662.2 1,875,850 .463 868,276 248.50 215.8

1998 ........................ 177,980.5 1,896,530 .462 876,551 248.32 217.7

1999 ........................ 180,435.1 1,942,689 .447 868,459 248.58 215.9

2000 ........................ 183,251.5 1,962,412 .440 862,847 248.16 214.1

2001 ........................ 185,698.7 1,979,718 .429 848,888 249.63 211.9

2002 ........................ 188,072.6 2,009,862 .428 860,032 247.17 212.6

2003 ........................ 190,240.5 2,020,752 .414 836,604 246.26 206.0

2004 ........................ 191,999.7 1,991,057 .417 830,143 247.12 205.1

2005 ........................ 193,726.9 2,036,439 .410 834,169 246.83 205.9

2006 ........................ 195,915.2 2,026,386 .408 827,614 247.03 204.4

2007 ........................ 198,158.2 2,088,650 .394 821,901 247.16 203.1

2008 ........................ 200,593.7 2,116,497 .391 828,291 247.75 205.2

2009 ........................ 202,709.4 2,141,012 .381 815,433 246.82 201.3

2010 ........................ 204,581.3 2,180,005 .379 826,745 247.12 204.3

2011 ........................ 206,452.8 2,210,269 .377 833,726 247.12 206.0

2012 ........................ 208,441.3 2,239,618 .375 839,535 247.12 207.5

2013 ........................ 210,585.4 2,268,689 .372 844,560 247.12 208.7

2014 ........................ 212,938.8 2,298,255 .370 849,205 247.12 209.9

2015 ........................ 215,254.2 2,326,683 .367 852,958 247.12 210.8

2016 ........................ 217,535.8 2,357,708 .364 857,264 247.12 211.8

2017 ........................ 219,798.8 2,390,021 .361 861,686 247.12 212.9

2018 ........................ 222,024.2 2,423,207 .357 866,112 247.12 214.0

2019 ........................ 224,157.4 2,459,031 .354 871,197 247.12 215.3

a Fully insured population at the beginning of the year. Figures in thousands.
OASI Dollars

253

Sources: 

• Historical ratio of number of dual entitlements for spouses and widow(er)s to number of retired workers computed by dividing number of dual entitlements by the number of

retired workers.

• Number of retired workers shown earlier.

• Total historical number of dual entitlements for spouses and widow(er)s from 1-A Table Current-Pay Supplement. Split into sex and age-specific figures is estimated based on data

in the Annual Statisitcal Supplement to the Social Security Bulletin.

• Future ratios by age group projected by computing a weighted average of the annual change in the historical ratios over the last five years and projecting that average based on

judgment.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E29.—OASI Beneficiaries Receiving a Retired Worker Benefit and a Spouse or Widow(er) Benefit As a Percentage of Retired Workers

(By type of secondary benefit, gender, and age, end of calendar years 1998-2019)

Year

Spouses of retired workers Widow(er)s of deceased workers

62-64 65-69 70-74 75-79 80-84 85 or older 62-64 65-69 70-74 75-79 80-84 85 or older

Male

1998.......... 0.10 0.12 0.17 0.22 0.14 0.19 0.05 0.24 0.42 0.83 0.98 2.14

1999.......... .09 .12 .17 .21 .15 .17 .06 .24 .43 .79 1.03 2.08

2000.......... .08 .13 .17 .21 .17 .16 .05 .23 .44 .75 1.12 1.98

2001.......... .08 .14 .18 .20 .19 .14 .06 .24 .45 .72 1.17 1.89

2002.......... .08 .15 .18 .19 .19 .13 .06 .24 .46 .71 1.21 1.82

2003.......... .09 .15 .19 .18 .20 .12 .05 .24 .46 .67 1.18 1.71

2004.......... .09 .15 .20 .18 .19 .12 .05 .24 .47 .68 1.15 1.77

2005.......... .09 .13 .20 .18 .18 .12 .04 .21 .45 .66 1.03 1.76

2006.......... .13 .15 .22 .20 .18 .14 .06 .20 .45 .65 .97 1.67

2007.......... .16 .16 .24 .21 .18 .14 .08 .21 .46 .67 .94 1.65

2008.......... .19 .19 .25 .23 .18 .15 .09 .23 .48 .71 .95 1.68

2009.......... .21 .21 .26 .25 .19 .15 .08 .25 .48 .75 .98 1.66

2010.......... .24 .23 .27 .27 .19 .16 .09 .26 .49 .78 .97 1.64

2011.......... .26 .25 .29 .28 .20 .16 .09 .27 .49 .80 .96 1.63

2012.......... .29 .26 .30 .30 .20 .17 .10 .28 .50 .83 .95 1.61

2013.......... .30 .27 .30 .31 .20 .17 .10 .29 .50 .84 .95 1.61

2014.......... .31 .28 .31 .31 .20 .17 .10 .29 .50 .85 .95 1.60

2015.......... .31 .28 .31 .32 .20 .17 .10 .29 .50 .85 .94 1.60

2016.......... .32 .29 .31 .32 .20 .17 .10 .30 .51 .86 .94 1.59

2017.......... .32 .29 .31 .32 .20 .17 .10 .30 .51 .86 .94 1.59

2018.......... .32 .29 .31 .32 .20 .17 .10 .30 .51 .86 .94 1.59

2019.......... .32 .29 .31 .32 .20 .17 .10 .30 .51 .86 .94 1.59

Female

1998.......... 27.93 24.98 22.31 17.79 9.07 3.11 2.14 10.15 19.82 32.09 38.73 43.92

1999.......... 26.50 24.31 22.51 17.89 9.90 3.28 2.07 9.87 19.67 31.78 40.00 44.61

2000.......... 26.17 24.04 22.76 17.72 10.86 3.41 1.94 9.35 19.43 31.29 41.66 44.87

2001.......... 25.15 23.52 22.59 17.80 11.68 3.59 1.91 9.16 19.13 30.90 42.78 45.51

2002.......... 24.67 23.01 22.18 17.81 12.23 3.82 1.85 8.97 18.75 30.57 43.22 46.69

2003.......... 23.98 22.36 21.82 17.94 12.62 4.15 1.76 8.70 18.34 30.14 43.18 47.94

2004.......... 22.80 21.48 21.20 17.90 12.58 4.44 1.42 8.11 17.42 29.24 42.18 48.86

2005.......... 20.35 20.03 20.77 18.07 12.52 4.84 1.12 7.12 16.16 27.93 40.59 49.69

2006.......... 21.23 19.27 20.34 17.97 12.66 5.18 1.40 6.88 15.76 27.48 40.09 50.72

2007.......... 22.21 18.83 19.83 17.73 12.76 5.45 1.57 6.65 15.33 26.87 39.59 51.48

2008.......... 22.28 19.41 19.39 17.68 12.96 5.69 1.50 6.63 15.12 26.68 39.45 52.31

2009.......... 21.14 19.59 18.77 17.57 13.27 5.91 1.38 6.55 14.58 26.21 39.22 52.74

2010.......... 20.93 19.52 18.26 17.47 13.46 6.17 1.37 6.37 14.12 25.73 38.83 53.45

2011.......... 20.72 19.45 17.75 17.37 13.65 6.44 1.37 6.20 13.66 25.26 38.45 54.16

2012.......... 20.51 19.38 17.23 17.27 13.84 6.70 1.36 6.02 13.20 24.78 38.06 54.87

2013.......... 20.40 19.34 16.98 17.22 13.94 6.83 1.35 5.93 12.97 24.54 37.87 55.22

2014.......... 20.35 19.32 16.85 17.20 13.99 6.90 1.35 5.89 12.86 24.42 37.77 55.40

2015.......... 20.29 19.30 16.72 17.17 14.04 6.96 1.35 5.85 12.74 24.30 37.67 55.58

2016.......... 20.24 19.29 16.59 17.15 14.08 7.03 1.35 5.80 12.63 24.18 37.58 55.75

2017.......... 20.24 19.29 16.59 17.15 14.08 7.03 1.35 5.80 12.63 24.18 37.58 55.75

2018.......... 20.24 19.29 16.59 17.15 14.08 7.03 1.35 5.80 12.63 24.18 37.58 55.75

2019.......... 20.24 19.29 16.59 17.15 14.08 7.03 1.35 5.80 12.63 24.18 37.58 55.75
Benefit Payments

254

Sources: 

• Total historical number of dual entitlements for spouses and widow(er)s from 1-A Table Current-Pay Supplement. Split into sex and age-specific figures is estimated based on data

in the Annual Statisitcal Supplement to the Social Security Bulletin.

• Future figures for number of dual entitlement for spouses and widow(er)s computed by applying the projected ratio to the number of retired workers in the corresponding age-sex

classification. The number of retired workers and the projected ratio of dual entitlements for spouses and widow(er)s to the number of retired workers shown previously.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E30.—Number of OASI Beneficiaries Receiving a Retired Worker Benefit and a Spouse or Widow(er) Benefit

(By type of secondary benefit, gender, and age, end of calendar years 1998-2019)

Year

Spouses of retired workers Widow(er)s of deceased workers

62-64 65-69 70-74 75-79 80-84 85 or older 62-64 65-69 70-74 75-79 80-84 85 or older

Male

1998 ......... 1,308 4,735 6,260 6,107 2,387 2,006 658 9,110 15,449 22,785 16,251 23,207

1999 ......... 1,132 4,656 5,995 6,013 2,468 1,894 728 9,019 15,437 22,390 17,176 23,200

2000 ......... 1,125 5,198 6,301 5,931 2,903 1,795 713 9,401 16,031 21,400 19,375 22,778

2001 ......... 1,045 5,682 6,498 5,620 3,365 1,690 757 9,731 16,274 20,668 21,310 22,356

2002 ......... 1,079 6,103 6,586 5,570 3,629 1,552 750 10,235 16,640 20,352 22,678 22,100

2003 ......... 1,152 6,382 6,855 5,330 3,887 1,506 724 10,294 16,431 19,549 22,592 21,550

2004 ......... 1,299 6,499 7,044 5,318 3,768 1,509 646 10,134 16,930 19,834 22,701 22,973

2005 ......... 1,322 5,730 7,100 5,255 3,525 1,632 525 8,875 16,478 19,486 20,702 23,964

2006 ......... 1,846 6,646 8,257 5,932 3,648 2,039 839 8,826 16,487 19,230 19,574 23,943

2007 ......... 2,203 7,334 8,912 6,179 3,700 2,128 1,043 9,564 17,354 19,919 19,483 24,824

2008 ......... 2,610 8,684 9,718 6,911 3,770 2,288 1,187 10,703 18,833 21,032 19,903 26,211

2009 ......... 3,307 10,180 10,331 7,539 4,071 2,379 1,318 12,003 19,294 22,334 20,636 27,054

2010 ......... 4,167 11,428 11,048 8,112 4,071 2,683 1,562 12,918 20,051 23,433 20,786 27,498

2011 ......... 4,678 12,991 12,315 8,538 4,314 2,746 1,619 14,031 20,808 24,395 20,709 27,979

2012 ......... 5,122 14,291 13,439 9,350 4,334 2,989 1,766 15,391 22,399 25,867 20,587 28,306

2013 ......... 5,349 15,647 14,106 10,003 4,331 3,051 1,783 16,807 23,510 27,105 20,570 28,891

2014 ......... 5,629 17,142 15,180 10,256 4,388 3,097 1,816 17,754 24,483 28,123 20,842 29,146

2015 ......... 5,759 18,130 15,640 10,906 4,444 3,162 1,858 18,778 25,227 28,969 20,885 29,764

2016 ......... 6,089 19,332 16,556 11,342 4,527 3,208 1,903 19,999 27,238 30,481 21,276 30,005

2017 ......... 6,200 19,564 17,662 11,994 4,643 3,253 1,938 20,238 29,056 32,234 21,824 30,421

2018 ......... 6,301 20,052 18,549 12,616 4,823 3,282 1,969 20,744 30,517 33,905 22,666 30,692

2019 ......... 6,381 20,635 19,523 13,153 4,959 3,339 1,994 21,346 32,118 35,349 23,308 31,233

Female

1998 ......... 321,487 757,716 677,380 451,718 168,037 52,808 24,635 307,976 601,917 814,916 717,587 745,939

1999 ......... 311,383 744,986 676,776 465,447 183,885 57,358 24,303 302,410 591,267 827,055 743,319 780,540

2000 ......... 318,621 769,828 683,537 465,396 205,757 61,121 23,662 299,251 583,408 821,678 789,132 803,736

2001 ......... 310,414 770,511 677,887 467,093 227,167 65,563 23,597 300,072 574,092 810,930 831,913 832,082

2002 ......... 307,627 773,164 665,310 470,365 241,818 71,280 23,114 301,484 562,452 807,265 854,767 871,530

2003 ......... 301,490 774,828 653,165 475,344 253,196 79,351 22,128 301,586 548,786 798,610 866,280 917,748

2004 ......... 299,233 759,770 642,864 470,804 259,367 86,433 18,697 286,941 528,272 769,027 869,639 951,850

2005 ......... 283,041 725,210 639,939 476,034 261,051 96,639 15,559 257,650 498,073 735,728 846,519 992,682

2006 ......... 300,605 720,938 641,749 473,981 265,009 106,804 19,787 257,538 497,418 724,826 839,108 1,046,357

2007 ......... 306,514 734,905 644,313 469,086 270,076 115,521 21,602 259,443 498,003 710,872 837,883 1,091,802

2008 ......... 312,323 790,676 658,480 467,591 276,266 123,474 21,044 270,129 513,250 705,658 840,954 1,135,608

2009 ......... 333,651 839,466 660,926 472,223 282,341 132,613 21,788 280,671 513,542 704,610 834,299 1,183,811

2010 ......... 366,124 867,207 666,031 476,834 286,743 140,889 23,965 282,998 515,025 702,285 827,208 1,220,502

2011 ......... 377,824 908,103 678,382 484,393 290,288 148,625 24,982 289,472 522,068 704,419 817,697 1,249,929

2012 ......... 372,729 959,885 701,490 495,080 294,469 156,168 24,715 298,168 537,415 710,369 809,790 1,278,947

2013 ......... 380,242 1,014,736 730,093 515,100 295,769 160,481 25,163 311,137 557,674 734,063 803,498 1,297,478

2014 ......... 391,778 1,079,664 756,702 531,638 301,001 162,053 25,990 329,152 577,518 754,802 812,637 1,301,125

2015 ......... 405,494 1,150,208 777,590 549,941 307,252 164,817 26,980 348,638 592,494 778,309 824,372 1,316,169

2016 ......... 419,873 1,195,581 817,445 576,046 315,370 166,996 28,005 359,480 622,322 812,174 841,733 1,324,325

2017 ......... 431,719 1,222,677 871,755 614,388 324,867 168,112 28,796 367,627 663,669 866,233 867,081 1,333,179

2018 ......... 440,490 1,263,843 919,015 649,508 339,568 168,481 29,381 380,005 699,648 915,749 906,319 1,336,106

2019 ......... 445,272 1,310,314 973,880 678,613 351,455 170,654 29,699 393,977 741,417 956,785 938,045 1,353,336
OASI Dollars

255

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. 

• Number of dual entitlements for spouses and widow(er)s computed by summing age-specific figures shown earlier.

• Percent of dual entitlements for spouses and widow(er)s to retired workers computed by dividing number of dual entitlements by number of retired workers.

• Historical percent of dual entitlements for parents computed by dividing parent dual entitlements by total dual entitlements.

• Future percent of dual entitlements for parents to total dual entitlements projected by regression against an index representing time. Future figure of dual entitlements for parents

computed by applying projected percent to total dual entitlements.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E31.—Number of OASI Beneficiaries Receiving Both a Retired Worker and Secondary Benefit, by Type of Secondary Benefit

(By gender, end of calendar years 1980-2019)

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

Percent of

retired workers Number

Percent of

retired workers Number

Percent of

retired workers Number

Percent of total

dual

entitlements

Male

1980........... 10,462,837 63,283 0.60 21,020 0.20 41,883 0.40 379 0.60

1985........... 11,819,857 88,992 .75 25,095 .21 63,688 .54 210 .24

1990........... 12,986,760 103,667 .80 26,245 .20 77,306 .60 115 .11

1995........... 13,918,375 111,460 .80 25,619 .18 85,772 .62 69 .06

2000........... 14,771,361 112,993 .76 23,253 .16 89,698 .61 42 .04

2001........... 14,933,909 115,039 .77 23,900 .16 91,096 .61 43 .04

2002........... 15,103,319 117,314 .78 24,519 .16 92,755 .61 40 .03

2003........... 15,251,068 116,290 .76 25,112 .16 91,140 .60 38 .03

2004........... 15,430,091 118,692 .77 25,437 .16 93,218 .60 37 .03

2005........... 15,650,611 114,625 .73 24,564 .16 90,030 .58 31 .03

2006........... 15,869,182 117,308 .74 28,368 .18 88,899 .56 41 .03

2007........... 16,111,553 122,685 .76 30,456 .19 92,187 .57 42 .03

2008........... 16,455,822 131,893 .80 33,981 .21 97,869 .59 43 .03

2009........... 17,067,427 140,525 .82 37,799 .22 102,686 .60 40 .03

2010........... 17,620,382 147,796 .84 41,508 .24 106,248 .60 40 .03

2011........... 18,165,416 155,164 .85 45,584 .25 109,541 .60 40 .03

2012........... 18,784,236 163,880 .87 49,525 .26 114,316 .61 40 .02

2013........... 19,466,934 171,193 .88 52,487 .27 118,666 .61 40 .02

2014........... 20,158,328 177,893 .88 55,691 .28 122,162 .61 40 .02

2015........... 20,868,283 183,561 .88 58,042 .28 125,479 .60 40 .02

2016........... 21,604,515 191,995 .89 61,054 .28 130,901 .61 41 .02

2017........... 22,364,163 199,068 .89 63,316 .28 135,711 .61 41 .02

2018........... 23,151,520 206,157 .89 65,623 .28 140,493 .61 41 .02

2019........... 23,961,349 213,380 .89 67,990 .28 145,349 .61 42 .02

Female 

1980........... 9,101,568 2,506,355 27.54 952,135 10.46 1,550,641 17.04 3,580 .14

1985........... 10,615,434 3,573,764 33.67 1,505,081 14.18 2,066,333 19.47 2,350 .07

1990........... 11,854,281 4,588,902 38.71 2,008,273 16.94 2,579,272 21.76 1,357 .03

1995........... 12,760,138 5,358,060 41.99 2,346,550 18.39 3,010,697 23.59 814 .02

2000........... 13,733,845 5,825,656 42.42 2,504,260 18.23 3,320,867 24.18 529 .01

2001........... 13,908,765 5,891,804 42.36 2,518,635 18.11 3,372,686 24.25 483 .01

2002........... 14,091,355 5,950,646 42.23 2,529,564 17.95 3,420,612 24.27 470 .01

2003........... 14,285,556 5,992,959 41.95 2,537,374 17.76 3,455,138 24.19 447 .01

2004........... 14,521,882 5,943,319 40.93 2,518,471 17.34 3,424,426 23.58 422 .01

2005........... 14,810,225 5,828,538 39.35 2,481,914 16.76 3,346,211 22.59 413 .01

2006........... 15,106,961 5,894,505 39.02 2,509,086 16.61 3,385,034 22.41 385 .01

2007........... 15,416,175 5,960,382 38.66 2,540,415 16.48 3,419,605 22.18 362 .01

2008........... 15,817,829 6,115,833 38.66 2,628,810 16.62 3,486,643 22.04 380 .01

2009........... 16,446,580 6,260,295 38.06 2,721,229 16.55 3,538,674 21.52 391 .01

2010........... 16,982,643 6,376,196 37.55 2,803,827 16.51 3,571,982 21.03 386 .01

2011........... 17,537,427 6,496,564 37.04 2,887,615 16.47 3,608,567 20.58 382 .01

2012........... 18,166,837 6,639,607 36.55 2,979,821 16.40 3,659,406 20.14 380 .01

2013........... 18,873,152 6,825,815 36.17 3,096,422 16.41 3,729,013 19.76 380 .01

2014........... 19,595,394 7,024,441 35.85 3,222,836 16.45 3,801,226 19.40 380 .01

2015........... 20,368,154 7,242,642 35.56 3,355,301 16.47 3,886,961 19.08 380 .01

2016........... 21,173,920 7,479,731 35.33 3,491,311 16.49 3,988,039 18.83 382 .01

2017........... 22,007,186 7,760,488 35.26 3,633,519 16.51 4,126,585 18.75 383 a

2018........... 22,863,238 8,048,499 35.20 3,780,906 16.54 4,267,208 18.66 385 a

2019........... 23,743,521 8,343,836 35.14 3,930,188 16.55 4,413,260 18.59 388 a

a Less than 0.00005.
Benefit Payments

256

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 2010 Trustees Report intermediate set of assumptions.

Table III.E32.—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 1980-2019)

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 Percent

Average

benefit of

non-duallyentitled

beneficiaries

Average

secondary

benefit of

dually-entitled

beneficiaries Percent

Average

benefit of

non-duallyentitled

beneficiaries

Average

secondary

benefit of

dually-entitled

beneficiaries Percent

Male

1980 ........... $132.08 $42.56 32.22 $239.36 $91.24 38.12 $248.32 $102.61 41.32

1985 ........... 169.47 67.30 39.71 317.81 123.92 38.99 351.25 157.51 44.84

1990 ........... 198.48 87.32 43.99 408.40 159.47 39.05 471.40 211.98 44.97

1995 ........... 220.97 102.86 46.55 500.19 185.82 37.15 577.89 288.83 49.98

1996 ........... 225.84 106.11 46.99 520.66 192.33 36.94 601.21 308.88 51.38

1997 ........... 228.90 109.73 47.94 534.52 196.61 36.78 619.30 323.38 52.22

1998 ........... 230.53 110.36 47.87 549.10 201.45 36.69 623.53 345.00 55.33

1999 ........... 234.57 111.00 47.32 572.42 206.49 36.07 642.26 369.07 57.46

2000 ........... 242.81 112.70 46.42 606.86 213.78 35.23 669.83 393.36 58.73

2001 ........... 250.30 116.98 46.74 636.83 221.96 34.85 689.09 408.26 59.25

2002 ........... 256.16 122.03 47.64 662.75 226.70 34.21 707.53 439.48 62.11

2003 ........... 263.08 122.42 46.53 697.71 240.10 34.41 740.63 465.92 62.91

2004 ........... 272.82 129.30 47.39 736.06 242.19 32.90 761.75 482.20 63.30

2005 ........... 286.20 141.70 49.51 785.82 257.12 32.72 789.33 599.34 75.93

2006 ........... 298.17 145.67 48.86 829.18 269.19 32.46 833.68 494.60 59.33

2007 ........... 308.26 153.54 49.81 864.61 279.10 32.28 854.93 510.91 59.76

2008 ........... 334.31 165.91 49.63 937.96 299.22 31.90 909.68 550.24 60.49

2009 ........... 347.63 168.04 48.34 961.59 305.53 31.77 918.48 529.94 57.70

2010 ........... 350.72 170.51 48.62 989.33 313.69 31.71 916.84 554.10 60.44

2011 ........... 357.71 174.88 48.89 1,023.04 323.27 31.60 934.62 582.97 62.37

2012 ........... 370.19 181.94 49.15 1,067.91 335.95 31.46 964.05 615.41 63.84

2013 ........... 384.00 189.70 49.40 1,115.84 349.18 31.29 997.29 648.36 65.01

2014 ........... 398.66 197.93 49.65 1,166.02 362.74 31.11 1,031.95 681.28 66.02

2015 ........... 413.81 206.44 49.89 1,217.27 376.26 30.91 1,067.76 714.59 66.92

2016 ........... 430.03 215.53 50.12 1,269.94 389.87 30.70 1,104.93 748.81 67.77

2017 ........... 446.28 224.69 50.35 1,323.91 403.54 30.48 1,142.86 783.76 68.58

2018 ........... 463.75 234.51 50.57 1,379.63 417.41 30.26 1,181.48 819.55 69.37

2019 ........... 481.69 244.62 50.78 1,436.93 431.44 30.02 1,220.67 856.20 70.14

Female 

1980 ........... 176.04 58.90 33.46 311.51 147.81 47.45 277.41 146.68 52.88

1985 ........... 250.36 99.07 39.57 433.92 219.54 50.60 379.77 208.90 55.01

1990 ........... 315.39 131.55 41.71 557.39 301.60 54.11 483.02 276.06 57.15

1995 ........... 375.01 154.85 41.29 681.20 386.85 56.79 592.12 343.23 57.97

1996 ........... 387.66 158.95 41.00 708.26 405.12 57.20 614.80 357.21 58.10

1997 ........... 397.20 161.78 40.73 732.45 420.78 57.45 637.36 372.22 58.40

1998 ........... 404.01 163.41 40.45 750.25 433.22 57.74 653.79 390.53 59.73

1999 ........... 415.25 167.00 40.22 776.07 449.81 57.96 677.24 408.48 60.32

2000 ........... 433.53 173.37 39.99 811.78 471.45 58.08 707.47 433.80 61.32

2001 ........... 447.19 177.94 39.79 842.49 489.47 58.10 733.12 462.62 63.10

2002 ........... 455.95 180.79 39.65 862.81 501.88 58.17 757.82 481.75 63.57

2003 ........... 467.83 185.19 39.58 889.51 517.08 58.13 783.66 510.74 65.17

2004 ........... 482.62 190.76 39.53 921.93 538.25 58.38 815.32 545.42 66.90

2005 ........... 504.46 198.95 39.44 968.44 569.57 58.81 857.97 579.71 67.57

2006 ........... 523.17 207.22 39.61 1,009.27 592.28 58.68 899.55 617.42 68.64

2007 ........... 537.22 213.86 39.81 1,042.58 610.37 58.54 926.51 639.74 69.05

2008 ........... 574.74 229.16 39.87 1,114.66 647.69 58.11 988.07 679.96 68.82

2009 ........... 580.76 231.08 39.79 1,125.92 652.77 57.98 997.31 682.27 68.41

2010 ........... 585.22 231.19 39.51 1,137.14 657.03 57.78 1,008.19 694.69 68.90

2011 ........... 596.28 233.77 39.20 1,162.00 668.35 57.52 1,029.05 714.17 69.40

2012 ........... 615.31 239.27 38.89 1,201.72 687.20 57.18 1,062.22 742.49 69.90

2013 ........... 636.80 245.51 38.55 1,246.70 707.82 56.78 1,099.23 773.89 70.40

2014 ........... 659.77 252.08 38.21 1,294.88 728.82 56.28 1,138.27 807.12 70.91

2015 ........... 683.43 258.66 37.85 1,345.10 749.28 55.70 1,178.18 841.40 71.41

2016 ........... 708.44 265.47 37.47 1,397.49 769.01 55.03 1,219.18 876.89 71.92

2017 ........... 734.37 272.36 37.09 1,452.10 787.74 54.25 1,261.02 913.43 72.44

2018 ........... 761.30 279.31 36.69 1,509.04 805.17 53.36 1,303.98 951.24 72.95

2019 ........... 789.16 286.31 36.28 1,568.31 820.91 52.34 1,348.19 990.42 73.46
OASI Dollars

257

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 2010 Trustees Report intermediate set of assumptions.

Table III.E33.—Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired Worker and Secondary Benefit, by Type of Secondary Benefit

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980........... 917,714 $592.2 1,521,662 $2,477.7 4,055 $6.4 2,443,430 $3,076.2

1985........... 1,468,753 1,658.1 2,066,890 5,143.2 2,692 6.4 3,538,335 6,807.7

1986........... 1,588,477 1,903.4 2,192,809 5,792.9 2,432 6.0 3,783,718 7,702.4

1987........... 1,702,554 2,118.4 2,304,093 6,330.6 2,180 5.5 4,008,827 8,454.5

1988........... 1,794,167 2,369.8 2,405,234 7,059.9 1,953 5.2 4,201,353 9,435.0

1989........... 1,885,125 2,630.7 2,504,659 7,834.6 1,745 5.0 4,391,530 10,470.3

1990........... 1,982,105 2,934.5 2,606,085 8,735.4 1,565 4.8 4,589,755 11,674.7

1991........... 2,076,188 3,276.6 2,703,668 9,764.5 1,406 4.6 4,781,262 13,045.7

1992........... 2,164,274 3,573.2 2,798,958 10,714.6 1,271 4.4 4,964,503 14,292.1

1993........... 2,238,411 3,826.1 2,892,344 11,647.3 1,158 4.2 5,131,913 15,477.6

1994........... 2,298,220 4,037.7 2,977,281 12,558.0 1,025 3.9 5,276,526 16,599.6

1995........... 2,348,700 4,239.8 3,059,952 13,525.5 930 3.7 5,409,583 17,768.9

1996........... 2,385,241 4,411.4 3,134,622 14,480.7 833 3.4 5,520,696 18,895.5

1997........... 2,416,063 4,585.9 3,205,010 15,500.6 754 3.2 5,621,827 20,089.7

1998........... 2,439,127 4,713.3 3,269,658 16,415.9 697 3.1 5,709,481 21,132.3

1999........... 2,451,960 4,788.0 3,329,121 17,206.6 653 3.1 5,781,733 21,997.7

2000........... 2,492,358 4,986.3 3,384,724 18,156.0 598 3.0 5,877,680 23,145.2

2001........... 2,538,753 5,262.7 3,434,663 19,291.8 546 2.9 5,973,962 24,557.3

2002........... 2,552,046 5,433.2 3,490,386 20,327.4 524 2.9 6,042,956 25,763.6

2003........... 2,559,454 5,540.0 3,529,693 21,073.7 496 2.9 6,089,644 26,616.6

2004........... 2,563,057 5,683.9 3,547,527 21,850.3 470 2.9 6,111,054 27,537.2

2005........... 2,524,621 5,763.7 3,475,231 22,346.9 447 2.9 6,000,298 28,113.6

2006........... 2,528,697 6,041.5 3,457,627 23,406.8 436 3.0 5,986,760 29,451.4

2007........... 2,562,320 6,374.5 3,493,150 24,590.7 417 3.0 6,055,886 30,968.2

2008........... 2,607,648 6,706.7 3,534,796 25,621.5 406 3.1 6,142,850 32,331.3

2009........... 2,720,593 7,476.3 3,612,616 27,768.3 424 3.4 6,333,632 35,248.0

2010-I........ 2,770,824 1,915.3 3,645,685 7,037.1 428 .9 6,416,937 8,953.3

2010-II....... 2,797,095 1,931.7 3,666,418 7,089.9 429 .9 6,463,942 9,022.5

2010-III ..... 2,818,974 1,945.8 3,676,021 7,120.5 429 .9 6,495,423 9,067.1

2010-IV ..... 2,835,062 1,956.7 3,677,776 7,133.1 427 .9 6,513,265 9,090.6

2011-I ........ 2,856,377 1,973.6 3,686,540 7,160.7 426 .9 6,543,343 9,135.1

2011-II....... 2,881,108 1,989.0 3,700,428 7,198.2 426 .9 6,581,962 9,188.0

2011-III ..... 2,904,779 2,003.8 3,712,587 7,231.6 425 .9 6,617,791 9,236.3

2011-IV ..... 2,922,214 2,015.2 3,716,486 7,246.2 423 .9 6,639,123 9,262.2

2012-I........ 2,945,641 2,057.8 3,728,567 7,365.4 423 .9 6,674,631 9,424.2

2012-II....... 2,972,985 2,075.4 3,746,988 7,410.4 422 .9 6,720,396 9,486.7

2012-III ..... 2,998,789 2,092.1 3,763,105 7,450.1 422 .9 6,762,316 9,543.1

2012-IV ..... 3,017,722 2,104.9 3,770,306 7,469.3 420 .9 6,788,449 9,575.1

2013-I........ 3,044,452 2,176.9 3,786,517 7,688.1 420 .9 6,831,389 9,865.9

2013-II....... 3,078,109 2,199.2 3,810,096 7,742.9 420 .9 6,888,625 9,943.0

2013-III ..... 3,109,823 2,220.3 3,830,834 7,791.2 419 .9 6,941,076 10,012.4

2013-IV ..... 3,134,058 2,236.9 3,842,008 7,817.1 418 .9 6,976,484 10,054.9

2014-I........ 3,164,908 2,322.3 3,860,592 8,071.8 417 1.0 7,025,917 10,395.0

2014-II....... 3,201,111 2,346.8 3,884,583 8,126.9 417 1.0 7,086,111 10,474.6

2014-III ..... 3,235,416 2,370.1 3,905,802 8,175.3 416 1.0 7,141,633 10,546.3

2014-IV ..... 3,262,056 2,388.7 3,917,390 8,200.4 414 1.0 7,179,860 10,590.1

2015-I........ 3,295,429 2,483.0 3,937,808 8,476.3 415 1.0 7,233,652 10,960.2

2015-II....... 3,333,269 2,508.9 3,965,403 8,537.8 419 1.0 7,299,091 11,047.7

2015-III ..... 3,368,946 2,533.4 3,990,003 8,591.9 424 1.0 7,359,373 11,126.3

2015-IV ..... 3,396,465 2,552.8 4,004,600 8,621.1 427 1.0 7,401,491 11,174.9

2016-I........ 3,430,854 2,653.1 4,028,460 8,914.2 429 1.1 7,459,743 11,568.3

2016-II....... 3,469,944 2,680.7 4,060,496 8,983.1 429 1.1 7,530,868 11,664.9

2016-III ..... 3,506,754 2,706.8 4,089,519 9,044.3 428 1.1 7,596,700 11,752.2

2016-IV ..... 3,535,044 2,727.4 4,108,332 9,079.3 426 1.1 7,643,803 11,807.8

2017-I........ 3,570,519 2,834.3 4,138,077 9,395.6 425 1.1 7,709,021 12,231.1

2017-II....... 3,611,113 2,863.5 4,179,265 9,483.2 424 1.1 7,790,803 12,347.8

2017-III ..... 3,649,371 2,891.1 4,217,571 9,562.8 423 1.1 7,867,365 12,455.0

2017-IV ..... 3,678,797 2,912.8 4,245,541 9,615.1 421 1.1 7,924,759 12,529.0

2018-I........ 3,715,570 3,026.6 4,281,731 9,958.2 421 1.1 7,997,721 12,985.9

2018-II....... 3,757,580 3,057.3 4,323,540 10,043.8 426 1.2 8,081,545 13,102.2

2018-III ..... 3,797,236 3,086.3 4,362,445 10,121.1 430 1.2 8,160,111 13,208.6

2018-IV ..... 3,827,780 3,109.2 4,390,737 10,169.5 433 1.2 8,218,950 13,279.8

2019-I........ 3,865,611 3,229.9 4,427,727 10,525.4 435 1.2 8,293,774 13,756.6

2019-II....... 3,908,227 3,261.4 4,471,008 10,609.5 434 1.2 8,379,669 13,872.1

2019-III ..... 3,948,448 3,291.1 4,511,375 10,684.8 433 1.2 8,460,256 13,977.2

2019-IV ..... 3,979,248 3,314.3 4,540,854 10,729.7 430 1.2 8,520,532 14,045.2
Benefit Payments

258

Sources:

• All detail payments shown earlier.

• Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E34.—Adjusted Current-Payment Benefits, Non-Current-Payment Benefits, and Total Benefits to OASI Beneficiaries

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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 a

Noncurrentpayment Total

Adjusted

currentpayment b

Noncurrentpayment Total

Adjusted

currentpayment c

Noncurrentpayment Total

Adjusted

currentpayment

Noncurrentpayment Total

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

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 21.3 206.5 206,296.7 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 ......... 187,784.9 655.1 188,440.0 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 71,490.1 1,014.8 72,504.9 .6 215.8 313,395.3 2,915.7 316,311.0

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 .3 217.7 323,586.7 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 ......... 267,341.2 1,634.9 268,976.1 21,787.8 35.2 21,823.0 80,003.6 1,355.6 81,359.2 -.6 211.9 369,132.8 3,236.9 372,369.7

2002 ......... 280,123.1 1,501.4 281,624.4 22,238.3 120.7 22,359.0 82,700.3 1,273.9 83,974.2 -.2 212.6 385,061.8 3,108.2 388,170.0

2003 ......... 289,814.8 1,702.8 291,517.6 22,396.7 136.6 22,533.4 84,338.3 1,296.7 85,634.9 d 206.0 396,549.8 3,342.2 399,892.0

2004 ......... 302,565.4 1,695.6 304,261.0 22,711.8 166.8 22,878.6 86,331.4 1,405.7 87,737.1 d 205.1 411,608.6 3,473.3 415,081.9

2005 ......... 319,643.5 2,062.0 321,705.6 23,131.0 256.7 23,387.7 88,307.1 1,766.5 90,073.7 d 205.9 431,081.7 4,291.2 435,372.9

2006 ......... 342,135.6 729.4 342,865.0 24,001.1 86.3 24,087.3 91,778.7 1,521.4 93,300.1 d 204.4 457,915.4 2,541.5 460,456.9

2007 ......... 363,412.0 989.2 364,401.2 24,768.7 177.0 24,945.7 94,904.7 1,426.0 96,330.6 d 203.1 483,085.4 2,795.2 485,880.6

2008 ......... 383,164.9 1,002.1 384,167.0 25,404.6 202.2 25,606.8 97,418.2 1,658.7 99,076.9 d 205.2 505,987.8 3,068.2 509,056.0

2009 ......... 422,789.0 1,254.9 424,044.0 27,376.6 157.8 27,534.4 103,714.7 1,665.4 105,380.1 d 201.3 553,880.4 3,279.3 557,159.7

2010-I....... 108,799.3 87.4 108,886.7 6,924.3 60.4 6,984.7 25,993.8 394.1 26,387.9 d 53.0 141,717.4 594.8 142,312.2

2010-II ..... 110,229.8 286.0 110,515.7 6,985.0 27.9 7,012.9 26,165.8 464.9 26,630.8 d 53.9 143,380.6 832.7 144,213.3

2010-III.... 111,417.1 213.7 111,630.7 6,989.8 17.7 7,007.5 26,111.7 425.2 26,536.9 ... 50.5 144,518.5 707.0 145,225.6

2010-IV.... 112,372.2 620.3 112,992.5 7,020.3 54.6 7,074.9 26,176.0 415.0 26,591.0 ... 46.9 145,568.5 1,136.7 146,705.3

2011-I....... 113,700.7 222.7 113,923.4 7,073.8 80.2 7,154.0 26,215.6 384.1 26,599.7 ... 56.3 146,990.2 743.2 147,733.4

2011-II ..... 115,087.1 277.2 115,364.3 7,131.5 26.7 7,158.2 26,380.6 475.9 26,856.5 ... 53.4 148,599.2 833.1 149,432.3

2011-III .... 116,317.7 204.9 116,522.6 7,126.2 11.7 7,137.8 26,339.2 435.1 26,774.4 ... 49.9 149,783.1 701.6 150,484.7

2011-IV.... 117,303.9 663.6 117,967.6 7,154.5 49.0 7,203.4 26,415.5 425.4 26,840.8 ... 46.4 150,873.9 1,184.4 152,058.3

2012-I....... 120,171.6 245.7 120,417.3 7,296.6 88.5 7,385.1 26,786.7 397.2 27,183.9 ... 56.7 154,254.9 788.0 155,043.0

2012-II ..... 121,777.4 303.9 122,081.3 7,361.2 29.3 7,390.5 26,973.1 492.3 27,465.4 ... 53.7 156,111.6 879.2 156,990.8

2012-III.... 123,197.1 225.8 123,422.9 7,356.9 12.8 7,369.8 26,949.4 449.9 27,399.3 ... 50.3 157,503.4 738.9 158,242.3

2012-IV.... 124,336.3 710.5 125,046.7 7,389.3 52.7 7,442.0 27,043.4 440.8 27,484.2 ... 46.8 158,768.9 1,250.7 160,019.7

2013-I....... 128,987.7 268.5 129,256.3 7,629.8 96.8 7,726.6 27,762.0 414.1 28,176.1 ... 57.0 164,379.5 836.4 165,215.9

2013-II ..... 130,807.3 331.2 131,138.4 7,702.3 32.0 7,734.2 27,964.3 513.5 28,477.9 ... 54.1 166,473.9 930.7 167,404.6

2013-III.... 132,408.8 246.7 132,655.5 7,699.7 14.0 7,713.8 27,948.6 469.1 28,417.7 ... 50.6 168,057.1 780.5 168,837.6

2013-IV.... 133,690.2 765.5 134,455.7 7,736.9 57.0 7,793.9 28,053.4 460.6 28,514.0 ... 47.0 169,480.5 1,330.1 170,810.6

2014-I....... 139,112.0 285.6 139,397.7 8,015.3 102.9 8,118.2 28,889.5 431.3 29,320.8 ... 57.3 176,016.8 877.2 176,894.0

2014-II ..... 141,047.5 353.7 141,401.2 8,093.5 34.1 8,127.6 29,103.8 535.2 29,639.0 ... 54.4 178,244.9 977.3 179,222.2

2014-III.... 142,754.6 262.6 143,017.2 8,090.4 14.9 8,105.4 29,092.5 488.6 29,581.1 ... 50.9 179,937.6 817.0 180,754.6

2014-IV.... 144,122.9 830.3 144,953.2 8,130.5 61.6 8,192.1 29,206.0 481.1 29,687.1 ... 47.3 181,459.4 1,420.3 182,879.6

2015-I....... 150,114.2 305.1 150,419.3 8,430.1 109.9 8,539.9 30,107.0 450.5 30,557.4 ... 57.6 188,651.2 923.0 189,574.2

2015-II ..... 152,216.7 379.5 152,596.1 8,506.9 36.5 8,543.4 30,328.5 559.3 30,887.8 ... 54.6 191,052.0 1,029.9 192,082.0

2015-III.... 154,072.1 280.7 154,352.8 8,496.6 16.0 8,512.6 30,314.3 510.3 30,824.6 ... 51.1 192,883.0 858.0 193,741.0

2015-IV.... 155,560.8 906.0 156,466.8 8,531.9 66.9 8,598.8 30,429.5 504.1 30,933.6 ... 47.5 194,522.3 1,524.4 196,046.7

2016-I....... 162,041.8 329.5 162,371.2 8,841.8 118.6 8,960.4 31,373.1 471.3 31,844.4 ... 57.9 202,256.7 977.2 203,233.9

2016-II ..... 164,331.9 410.9 164,742.8 8,921.7 39.5 8,961.3 31,616.9 585.6 32,202.5 ... 54.9 204,870.5 1,091.0 205,961.5

2016-III.... 166,355.5 303.2 166,658.7 8,910.8 17.2 8,928.0 31,613.2 533.9 32,147.1 ... 51.4 206,879.5 905.7 207,785.2

2016-IV.... 167,982.6 991.4 168,974.0 8,946.9 73.0 9,019.9 31,745.6 529.2 32,274.8 ... 47.7 208,675.1 1,641.4 210,316.4

2017-I....... 174,987.1 351.5 175,338.6 9,270.1 126.5 9,396.7 32,741.1 492.0 33,233.2 ... 58.2 216,998.4 1,028.2 218,026.6

2017-II ..... 177,443.6 439.0 177,882.7 9,351.3 42.2 9,393.6 33,007.6 611.7 33,619.3 ... 55.2 219,802.6 1,148.1 220,950.7

2017-III.... 179,614.1 323.5 179,937.7 9,337.3 18.4 9,355.7 33,013.9 557.4 33,571.3 ... 51.6 221,965.4 951.0 222,916.4

2017-IV.... 181,358.0 1,064.5 182,422.5 9,372.2 78.3 9,450.5 33,163.9 553.8 33,717.7 ... 48.0 223,894.1 1,744.6 225,638.6

2018-I....... 188,913.3 375.2 189,288.4 9,708.5 135.1 9,843.5 34,214.1 513.4 34,727.5 ... 58.5 232,835.8 1,082.1 233,917.9

2018-II ..... 191,573.6 467.8 192,041.4 9,791.8 45.0 9,836.8 34,491.0 638.4 35,129.4 ... 55.4 235,856.4 1,206.6 237,063.0

2018-III.... 193,927.1 345.2 194,272.3 9,775.3 19.6 9,794.9 34,493.7 581.6 35,075.3 ... 51.9 238,196.1 998.3 239,194.4

2018-IV.... 195,821.3 1,127.5 196,948.8 9,809.8 83.0 9,892.8 34,648.3 578.4 35,226.7 ... 48.2 240,279.3 1,837.2 242,116.5

2019-I....... 203,981.6 398.9 204,380.5 10,159.5 143.6 10,303.1 35,739.8 533.8 36,273.5 ... 58.8 249,880.8 1,135.1 251,015.9

2019-II ..... 206,844.3 497.8 207,342.1 10,243.7 47.9 10,291.6 36,017.2 664.1 36,681.2 ... 55.8 253,105.2 1,265.5 254,370.7

2019-III.... 209,379.9 367.1 209,747.0 10,224.2 20.9 10,245.1 36,007.9 604.7 36,612.6 ... 52.2 255,612.0 1,044.9 256,656.8

2019-IV.... 211,423.0 1,203.2 212,626.3 10,257.3 88.6 10,345.8 36,157.2 602.7 36,760.0 ... 48.5 257,837.5 1,943.0 259,780.5

a Adjusted for amounts paid to dually entitled beneficiaries (retired worker current-payment amount less the amount of reduced secondary benefits). b Adjusted for amounts paid to dually entitled beneficiaries (dependents of retired workers current-payment amount plus the amount of reduced spouse benefits). c 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). d Less than $50,000.
OASDI Dollars

259

Sources: 

• All detail columns shown earlier.

• Total amounts computed by addition of corresponding detail.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E35.—Summary of OASDI Current-Payment Benefits

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

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

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 ........... 193,151.4 135,154.4 123,034.7 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 71,490.1 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 ........... 377,730.8 257,265.4 236,963.1 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 ........... 422,196.5 289,129.0 267,341.2 21,787.8 80,003.6 12,521.1 1,375.0 64,840.5 1,267.1 53,063.7 48,624.4 4,439.3 .2

2002 ........... 442,645.8 302,361.4 280,123.1 22,238.3 82,700.3 13,078.9 1,406.7 66,887.6 1,327.1 57,584.0 52,891.7 4,692.3 .1

2003 ........... 458,956.8 312,211.5 289,814.8 22,396.7 84,338.3 13,477.7 1,421.1 68,064.5 1,374.9 62,407.0 57,439.6 4,967.4 a

2004 ........... 479,514.5 325,277.2 302,565.4 22,711.8 86,331.4 13,890.1 1,442.1 69,579.0 1,420.2 67,905.9 62,642.0 5,263.9 a

2005 ........... 505,116.7 342,774.6 319,643.5 23,131.0 88,307.1 14,304.3 1,463.4 71,054.6 1,484.8 74,035.0 68,457.6 5,577.5 a

2006 ........... 539,033.1 366,136.6 342,135.6 24,001.1 91,778.7 15,055.3 1,486.8 73,674.2 1,562.5 81,117.7 75,149.6 5,968.1 a

2007 ........... 570,697.8 388,180.7 363,412.0 24,768.7 94,904.7 15,607.8 1,492.7 76,180.4 1,623.8 87,612.4 81,353.5 6,258.9 a

2008 ........... 599,511.4 408,569.5 383,164.9 25,404.6 97,418.2 16,040.4 1,489.6 78,130.7 1,757.6 93,523.6 87,024.5 6,499.1 a

2009 ........... 657,617.5 450,165.7 422,789.0 27,376.6 103,714.7 17,213.2 1,567.7 83,031.9 1,901.9 103,737.1 96,663.0 7,074.1 a

2010-I......... 168,503.8 115,723.6 108,799.3 6,924.3 25,993.8 4,335.5 383.6 20,789.9 484.8 26,786.4 24,968.6 1,817.8 a

2010-II ....... 170,571.0 117,214.7 110,229.8 6,985.0 26,165.8 4,415.1 384.6 20,882.6 483.6 27,190.4 25,334.7 1,855.7 a

2010-III...... 172,043.5 118,406.8 111,417.1 6,989.8 26,111.7 4,250.4 401.0 20,977.1 483.2 27,525.0 25,718.7 1,806.3 ...

2010-IV...... 173,520.9 119,392.5 112,372.2 7,020.3 26,176.0 4,266.0 400.9 21,022.0 487.1 27,952.4 26,111.8 1,840.6 ...

2011-I......... 175,369.2 120,774.6 113,700.7 7,073.8 26,215.6 4,345.8 378.4 21,002.4 489.1 28,379.0 26,485.8 1,893.2 ...

2011-II ....... 177,363.5 122,218.7 115,087.1 7,131.5 26,380.6 4,429.0 380.2 21,083.9 487.5 28,764.3 26,832.5 1,931.8 ...

2011-III ...... 178,861.5 123,443.9 116,317.7 7,126.2 26,339.2 4,269.5 397.0 21,184.5 488.2 29,078.3 27,189.2 1,889.2 ...

2011-IV...... 180,332.1 124,458.4 117,303.9 7,154.5 26,415.5 4,287.4 397.1 21,239.0 491.9 29,458.2 27,543.4 1,914.9 ...

2012-I......... 184,440.3 127,468.2 120,171.6 7,296.6 26,786.7 4,421.5 379.5 21,486.2 499.5 30,185.4 28,199.6 1,985.8 ...

2012-II ....... 186,604.8 129,138.5 121,777.4 7,361.2 26,973.1 4,508.9 381.7 21,585.7 496.9 30,493.1 28,469.8 2,023.3 ...

2012-III...... 188,234.5 130,554.1 123,197.1 7,356.9 26,949.4 4,350.4 398.9 21,703.5 496.6 30,731.0 28,751.0 1,980.0 ...

2012-IV...... 189,805.8 131,725.5 124,336.3 7,389.3 27,043.4 4,371.5 399.4 21,773.1 499.4 31,036.9 29,031.9 2,005.0 ...

2013-I......... 196,447.7 136,617.5 128,987.7 7,629.8 27,762.0 4,564.3 386.5 22,298.9 512.2 32,068.3 29,970.8 2,097.5 ...

2013-II ....... 198,721.9 138,509.5 130,807.3 7,702.3 27,964.3 4,656.4 389.0 22,410.1 508.9 32,248.1 30,122.2 2,125.9 ...

2013-III...... 200,419.8 140,108.5 132,408.8 7,699.7 27,948.6 4,495.0 406.8 22,538.8 507.9 32,362.7 30,287.6 2,075.1 ...

2013-IV...... 202,030.0 141,427.1 133,690.2 7,736.9 28,053.4 4,519.0 407.7 22,616.8 510.0 32,549.5 30,457.5 2,092.0 ...

2014-I......... 209,649.8 147,127.3 139,112.0 8,015.3 28,889.5 4,733.7 395.9 23,235.3 524.5 33,633.0 31,446.1 2,186.9 ...

2014-II ....... 212,038.9 149,141.1 141,047.5 8,093.5 29,103.8 4,830.7 398.8 23,352.9 521.5 33,793.9 31,579.9 2,214.0 ...

2014-III...... 213,828.4 150,845.1 142,754.6 8,090.4 29,092.5 4,665.7 417.3 23,488.7 520.8 33,890.8 31,727.6 2,163.2 ...

2014-IV...... 215,518.5 152,253.4 144,122.9 8,130.5 29,206.0 4,692.3 418.5 23,571.8 523.4 34,059.2 31,879.9 2,179.3 ...

2015-I......... 223,852.3 158,544.3 150,114.2 8,430.1 30,107.0 4,921.3 407.1 24,239.4 539.1 35,201.1 32,923.1 2,277.9 ...

2015-II ....... 226,402.3 160,723.5 152,216.7 8,506.9 30,328.5 5,023.2 410.3 24,359.0 536.0 35,350.2 33,044.4 2,305.9 ...

2015-III...... 228,316.1 162,568.7 154,072.1 8,496.6 30,314.3 4,852.1 429.7 24,497.0 535.5 35,433.2 33,180.3 2,252.9 ...

2015-IV...... 230,113.3 164,092.8 155,560.8 8,531.9 30,429.5 4,880.8 431.1 24,579.3 538.3 35,591.0 33,321.6 2,269.4 ...

2016-I......... 239,029.0 170,883.6 162,041.8 8,841.8 31,373.1 5,120.1 419.7 25,278.8 554.5 36,772.3 34,400.0 2,372.2 ...

2016-II ....... 241,798.5 173,253.7 164,331.9 8,921.7 31,616.9 5,227.1 423.2 25,415.2 551.4 36,928.0 34,525.8 2,402.1 ...

2016-III...... 243,892.3 175,266.3 166,355.5 8,910.8 31,613.2 5,048.1 443.4 25,570.7 550.9 37,012.8 34,666.7 2,346.1 ...

2016-IV...... 245,851.8 176,929.5 167,982.6 8,946.9 31,745.6 5,078.5 445.2 25,668.0 553.9 37,176.7 34,813.0 2,363.7 ...

2017-I......... 255,406.3 184,257.2 174,987.1 9,270.1 32,741.1 5,328.8 433.5 26,408.4 570.4 38,407.9 35,935.7 2,472.2 ...

2017-II ....... 258,365.6 186,795.0 177,443.6 9,351.3 33,007.6 5,441.3 437.3 26,562.2 566.7 38,563.0 36,057.8 2,505.2 ...

2017-III...... 260,606.2 188,951.5 179,614.1 9,337.3 33,013.9 5,253.6 458.5 26,736.1 565.8 38,640.9 36,195.2 2,445.6 ...

2017-IV...... 262,697.1 190,730.2 181,358.0 9,372.2 33,163.9 5,285.9 460.4 26,849.2 568.4 38,803.0 36,338.0 2,465.0 ...

2018-I......... 272,919.7 198,621.7 188,913.3 9,708.5 34,214.1 5,547.3 448.6 27,633.2 585.0 40,083.8 37,503.6 2,580.2 ...

2018-II ....... 276,105.2 201,365.4 191,573.6 9,791.8 34,491.0 5,664.9 452.7 27,792.4 581.0 40,248.8 37,632.2 2,616.6 ...

2018-III...... 278,525.6 203,702.4 193,927.1 9,775.3 34,493.7 5,466.9 474.8 27,972.2 579.9 40,329.5 37,776.6 2,552.9 ...

2018-IV...... 280,780.0 205,631.1 195,821.3 9,809.8 34,648.3 5,500.1 477.0 28,088.7 582.5 40,500.7 37,926.4 2,574.2 ...

2019-I......... 291,723.0 214,141.1 203,981.6 10,159.5 35,739.8 5,773.1 464.9 28,902.5 599.3 41,842.2 39,145.1 2,697.1 ...

2019-II ....... 295,126.4 217,088.1 206,844.3 10,243.7 36,017.2 5,896.4 469.2 29,056.3 595.2 42,021.2 39,283.4 2,737.7 ...

2019-III...... 297,720.7 219,604.0 209,379.9 10,224.2 36,007.9 5,690.8 492.2 29,231.0 593.9 42,108.7 39,438.2 2,670.6 ...

2019-IV...... 300,130.2 221,680.3 211,423.0 10,257.3 36,157.2 5,726.2 494.6 29,339.9 596.5 42,292.7 39,598.1 2,694.6 ...

a Less than $50,000.
Benefit Payments

260

Sources:

• All detail columns shown earlier.

• Total amounts computed by addition of corresponding detail.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table III.E36.—Summary of OASDI Non-Current-Payment Benefits

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

death

payTotal ments

Retired

workers Dependents Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Dependents

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 -$0.7 $394.4

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 ........... 9,752.5 1,670.1 1,634.9 35.2 1,355.6 613.2 66.0 551.0 125.5 6,515.6 5,622.0 893.6 -.7 211.9

2002 ........... 11,169.7 1,622.1 1,501.4 120.7 1,273.9 611.4 69.8 459.1 133.6 8,061.4 6,994.4 1,067.0 -.3 212.6

2003 ........... 11,840.8 1,839.5 1,702.8 136.6 1,296.7 594.3 65.2 500.2 137.1 8,498.6 7,371.6 1,127.1 ... 206.0

2004 ........... 13,769.6 1,862.4 1,695.6 166.8 1,405.7 648.2 72.7 549.3 135.5 10,296.4 9,043.4 1,252.9 ... 205.1

2005 ........... 15,650.5 2,318.7 2,062.0 256.7 1,766.5 798.8 72.0 721.6 174.1 11,359.4 9,923.0 1,436.3 ... 205.9

2006 ........... 13,808.0 815.7 729.4 86.3 1,521.4 758.3 75.7 491.5 195.9 11,266.5 9,802.9 1,463.6 ... 204.4

2007 ........... 14,268.6 1,166.1 989.2 177.0 1,426.0 735.0 66.9 418.5 205.6 11,473.4 9,960.9 1,512.5 a 203.1

2008 ........... 15,846.0 1,204.3 1,002.1 202.2 1,658.7 837.8 88.8 566.9 165.2 12,777.8 11,079.0 1,698.9 ... 205.2

2009 ........... 17,870.8 1,412.7 1,254.9 157.8 1,665.4 857.7 79.1 563.2 165.4 14,591.5 12,885.8 1,705.7 ... 201.3

2010-I ........ 4,016.4 147.7 87.4 60.4 394.1 206.8 21.3 120.3 45.7 3,421.6 2,988.9 432.7 ... 53.0

2010-II ....... 4,850.2 313.9 286.0 27.9 464.9 236.4 20.4 163.4 44.7 4,017.5 3,507.2 510.3 ... 53.9

2010-III...... 4,718.4 231.4 213.7 17.7 425.2 213.9 20.5 148.2 42.5 4,011.3 3,497.2 514.1 ... 50.5

2010-IV ..... 5,186.8 674.8 620.3 54.6 415.0 218.2 18.5 142.6 35.6 4,050.1 3,529.4 520.7 ... 46.9

2011-I......... 4,373.5 302.9 222.7 80.2 384.1 215.6 16.6 111.5 40.4 3,630.2 3,168.2 462.1 ... 56.3

2011-II ....... 4,472.0 303.8 277.2 26.7 475.9 237.0 22.4 169.0 47.4 3,638.9 3,175.0 463.9 ... 53.4

2011-III...... 4,332.2 216.5 204.9 11.7 435.1 214.3 22.5 153.2 45.1 3,630.6 3,168.5 462.2 ... 49.9

2011-IV...... 4,940.9 712.6 663.6 49.0 425.4 219.8 20.2 147.6 37.8 3,756.5 3,274.1 482.5 ... 46.4

2012-I ........ 4,387.2 334.2 245.7 88.5 397.2 223.0 17.1 115.3 41.7 3,599.2 3,141.1 458.1 ... 56.7

2012-II ....... 4,487.6 333.2 303.9 29.3 492.3 245.3 23.2 174.8 49.0 3,608.4 3,148.4 460.0 ... 53.7

2012-III...... 4,338.5 238.7 225.8 12.8 449.9 221.6 23.3 158.5 46.6 3,599.6 3,141.4 458.2 ... 50.3

2012-IV ..... 4,984.5 763.2 710.5 52.7 440.8 227.9 21.0 152.8 39.1 3,733.8 3,253.9 479.8 ... 46.8

2013-I ........ 4,182.5 365.3 268.5 96.8 414.1 232.5 17.9 120.3 43.5 3,346.0 2,920.1 425.9 ... 57.0

2013-II ....... 4,286.6 363.1 331.2 32.0 513.5 255.9 24.2 182.3 51.1 3,355.8 2,927.9 427.9 ... 54.1

2013-III...... 4,127.0 260.8 246.7 14.0 469.1 231.0 24.3 165.2 48.6 3,346.5 2,920.5 426.0 ... 50.6

2013-IV ..... 4,819.4 822.5 765.5 57.0 460.6 238.3 22.0 159.5 40.8 3,489.3 3,040.3 449.0 ... 47.0

2014-I ........ 4,179.4 388.6 285.6 102.9 431.3 242.1 18.6 125.2 45.3 3,302.3 2,881.9 420.3 ... 57.3

2014-II ....... 4,289.9 387.8 353.7 34.1 535.2 266.7 25.3 189.9 53.2 3,312.6 2,890.1 422.4 ... 54.4

2014-III...... 4,119.7 277.5 262.6 14.9 488.6 240.6 25.3 172.1 50.6 3,302.7 2,882.3 420.4 ... 50.9

2014-IV ..... 4,872.9 891.9 830.3 61.6 481.1 249.2 23.0 166.4 42.5 3,452.6 3,008.1 444.6 ... 47.3

2015-I ........ 4,309.9 415.0 305.1 109.9 450.5 252.9 19.4 130.8 47.3 3,386.9 2,955.8 431.1 ... 57.6

2015-II ....... 4,427.6 416.0 379.5 36.5 559.3 278.8 26.4 198.5 55.6 3,397.7 2,964.4 433.3 ... 54.6

2015-III...... 4,245.4 296.6 280.7 16.0 510.3 251.3 26.4 179.7 52.9 3,387.4 2,956.2 431.2 ... 51.1

2016-IV ..... 5,068.8 972.8 906.0 66.9 504.1 261.4 24.2 174.1 44.4 3,544.4 3,087.9 456.5 ... 47.5

2016-I ........ 4,496.5 448.1 329.5 118.6 471.3 264.6 20.3 136.9 49.5 3,519.3 3,071.3 448.0 ... 57.9

2016-II ....... 4,621.5 450.4 410.9 39.5 585.6 292.0 27.7 207.8 58.2 3,530.6 3,080.3 450.3 ... 54.9

2016-III...... 4,425.5 320.4 303.2 17.2 533.9 262.9 27.6 188.0 55.3 3,519.8 3,071.7 448.1 ... 51.4

2016-IV ..... 5,325.2 1,064.4 991.4 73.0 529.2 274.8 25.5 182.5 46.5 3,683.8 3,209.3 474.5 ... 47.7

2017-I ........ 4,704.2 478.0 351.5 126.5 492.0 276.2 21.2 142.9 51.7 3,676.0 3,208.1 467.9 ... 58.2

2017-II ....... 4,835.8 481.2 439.0 42.2 611.7 305.1 28.9 217.0 60.7 3,687.7 3,217.4 470.3 ... 55.2

2017-III...... 4,627.4 341.9 323.5 18.4 557.4 274.5 28.9 196.3 57.7 3,676.5 3,208.5 468.0 ... 51.6

2017-IV ..... 5,592.4 1,142.8 1,064.5 78.3 553.8 287.8 26.7 190.7 48.5 3,847.8 3,352.2 495.6 ... 48.0

2018-I ........ 4,943.2 510.2 375.2 135.1 513.4 288.2 22.2 149.1 53.9 3,861.1 3,369.7 491.5 ... 58.5

2018-II ....... 5,080.1 512.8 467.8 45.0 638.4 318.4 30.2 226.4 63.4 3,873.4 3,379.4 494.0 ... 55.4

2018-III...... 4,860.0 364.9 345.2 19.6 581.6 286.4 30.1 204.8 60.2 3,861.7 3,370.1 491.6 ... 51.9

2018-IV ..... 5,877.7 1,210.5 1,127.5 83.0 578.4 300.7 28.0 199.1 50.6 4,040.5 3,520.1 520.4 ... 48.2

2019-I ........ 5,195.7 542.5 398.9 143.6 533.8 299.6 23.0 155.0 56.1 4,060.6 3,543.8 516.9 ... 58.8

2019-II ....... 5,339.0 545.7 497.8 47.9 664.1 331.3 31.4 235.5 65.9 4,073.5 3,554.0 519.5 ... 55.8

2019-III...... 5,106.1 388.0 367.1 20.9 604.7 297.8 31.3 213.0 62.6 4,061.2 3,544.2 517.0 ... 52.2

2019-IV ..... 6,190.9 1,291.8 1,203.2 88.6 602.7 313.6 29.2 207.3 52.7 4,247.9 3,700.8 547.1 ... 48.5

a Less than $50,000.
OASDI Dollars

261

Source: All figures computed by addition of corresponding figures in two preceding tables.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A9 and V.B8 for low-cost and high-cost alternatives, respectively.

Table III.E37.—Summary of OASDI Benefit Payments

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

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

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 .......... 286,030.6 196,676.4 179,372.4 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 .......... 302,402.2 206,358.7 188,440.0 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 .......... 347,088.3 232,936.8 213,422.9 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 .......... 374,990.7 252,658.9 232,323.9 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 .......... 407,644.7 274,644.5 253,542.4 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 .......... 431,949.0 290,799.1 268,976.1 21,823.0 81,359.2 13,134.3 1,440.9 65,391.5 1,392.6 59,579.3 54,246.4 5,332.9 -.6 211.9

2002 .......... 453,815.4 303,983.4 281,624.4 22,359.0 83,974.2 13,690.3 1,476.5 67,346.7 1,460.7 65,645.5 59,886.1 5,759.3 -.2 212.6

2003 .......... 470,797.7 314,051.0 291,517.6 22,533.4 85,634.9 14,072.0 1,486.3 68,564.7 1,512.0 70,905.7 64,811.2 6,094.5 a 206.0

2004 .......... 493,284.1 327,139.6 304,261.0 22,878.6 87,737.1 14,538.4 1,514.8 70,128.3 1,555.6 78,202.3 71,685.4 6,516.8 a 205.1

2005 .......... 520,767.3 345,093.3 321,705.6 23,387.7 90,073.7 15,103.1 1,535.4 71,776.2 1,658.9 85,394.4 78,380.6 7,013.8 a 205.9

2006 .......... 552,841.2 366,952.3 342,865.0 24,087.3 93,300.1 15,813.7 1,562.5 74,165.7 1,758.3 92,384.2 84,952.5 7,431.8 a 204.4

2007 .......... 584,966.4 389,346.8 364,401.2 24,945.7 96,330.6 16,342.8 1,559.6 76,598.9 1,829.4 99,085.8 91,314.5 7,771.3 a 203.1

2008 .......... 615,357.4 409,773.8 384,167.0 25,606.8 99,076.9 16,878.1 1,578.4 78,697.7 1,922.7 106,301.4 98,103.5 8,197.9 a 205.2

2009 .......... 675,488.3 451,578.3 424,044.0 27,534.4 105,380.1 18,070.9 1,646.8 83,595.2 2,067.2 118,328.6 109,548.8 8,779.8 a 201.3

2010-I ....... 172,520.2 115,871.3 108,886.7 6,984.7 26,387.9 4,542.3 404.9 20,910.2 530.5 30,208.0 27,957.5 2,250.6 a 53.0

2010-II ...... 175,421.2 117,528.6 110,515.7 7,012.9 26,630.8 4,651.5 405.0 21,046.0 528.3 31,207.8 28,841.9 2,365.9 a 53.9

2010-III..... 176,761.9 118,638.2 111,630.7 7,007.5 26,536.9 4,464.3 421.5 21,125.3 525.7 31,536.3 29,216.0 2,320.4 ... 50.5

2010-IV..... 178,707.7 120,067.4 112,992.5 7,074.9 26,591.0 4,484.3 419.4 21,164.6 522.7 32,002.5 29,641.2 2,361.3 ... 46.9

2011-I........ 179,742.7 121,077.4 113,923.4 7,154.0 26,599.7 4,561.4 394.9 21,113.9 529.5 32,009.3 29,654.0 2,355.3 ... 56.3

2011-II ...... 181,835.6 122,522.5 115,364.3 7,158.2 26,856.5 4,666.1 402.6 21,252.9 534.9 32,403.2 30,007.6 2,395.6 ... 53.4

2011-III..... 183,193.7 123,660.4 116,522.6 7,137.8 26,774.4 4,483.8 419.5 21,337.8 533.3 32,709.0 30,357.6 2,351.3 ... 49.9

2011-IV..... 185,273.0 125,171.0 117,967.6 7,203.4 26,840.8 4,507.2 417.3 21,386.6 529.7 33,214.7 30,817.4 2,397.3 ... 46.4

2012-I ....... 188,827.5 127,802.4 120,417.3 7,385.1 27,183.9 4,644.5 396.7 21,601.5 541.3 33,784.6 31,340.7 2,443.9 ... 56.7

2012-II ...... 191,092.4 129,471.7 122,081.3 7,390.5 27,465.4 4,754.1 404.9 21,760.5 545.9 34,101.6 31,618.2 2,483.4 ... 53.7

2012-III..... 192,572.9 130,792.7 123,422.9 7,369.8 27,399.3 4,572.0 422.2 21,862.0 543.2 34,330.6 31,892.4 2,438.2 ... 50.3

2012-IV..... 194,790.3 132,488.8 125,046.7 7,442.0 27,484.2 4,599.4 420.4 21,925.9 538.5 34,770.7 32,285.8 2,484.8 ... 46.8

2013-I ....... 200,630.2 136,982.8 129,256.3 7,726.6 28,176.1 4,796.8 404.4 22,419.2 555.8 35,414.3 32,890.9 2,523.4 ... 57.0

2013-II ...... 203,008.5 138,872.7 131,138.4 7,734.2 28,477.9 4,912.3 413.2 22,592.4 560.0 35,603.9 33,050.1 2,553.8 ... 54.1

2013-III..... 204,546.7 140,369.3 132,655.5 7,713.8 28,417.7 4,726.1 431.1 22,704.1 556.5 35,709.2 33,208.0 2,501.1 ... 50.6

2013-IV..... 206,849.3 142,249.6 134,455.7 7,793.9 28,514.0 4,757.3 429.6 22,776.3 550.8 36,038.8 33,497.8 2,541.0 ... 47.0

2014-I ....... 213,829.2 147,515.9 139,397.7 8,118.2 29,320.8 4,975.8 414.6 23,360.6 569.8 36,935.2 34,328.0 2,607.2 ... 57.3

2014-II ...... 216,328.8 149,528.9 141,401.2 8,127.6 29,639.0 5,097.5 424.0 23,542.8 574.7 37,106.5 34,470.1 2,636.5 ... 54.4

2014-III..... 217,948.2 151,122.6 143,017.2 8,105.4 29,581.1 4,906.3 442.6 23,660.7 571.4 37,193.6 34,609.9 2,583.6 ... 50.9

2014-IV..... 220,391.4 153,145.3 144,953.2 8,192.1 29,687.1 4,941.5 441.5 23,738.2 565.9 37,511.8 34,888.0 2,623.9 ... 47.3

2015-I ....... 228,162.2 158,959.2 150,419.3 8,539.9 30,557.4 5,174.2 426.5 24,370.2 586.4 38,588.0 35,878.9 2,709.0 ... 57.6

2015-II ...... 230,829.9 161,139.5 152,596.1 8,543.4 30,887.8 5,302.0 436.7 24,557.5 591.6 38,747.9 36,008.8 2,739.2 ... 54.6

2015-III..... 232,561.5 162,865.3 154,352.8 8,512.6 30,824.6 5,103.4 456.1 24,676.7 588.4 38,820.5 36,136.5 2,684.1 ... 51.1

2015-IV..... 235,182.1 165,065.6 156,466.8 8,598.8 30,933.6 5,142.2 455.3 24,753.4 582.7 39,135.3 36,409.4 2,725.9 ... 47.5

2016-I ....... 243,525.5 171,331.6 162,371.2 8,960.4 31,844.4 5,384.7 440.0 25,415.7 604.0 40,291.6 37,471.4 2,820.2 ... 57.9

2016-II ...... 246,420.0 173,704.1 164,742.8 8,961.3 32,202.5 5,519.1 450.9 25,623.0 609.6 40,458.5 37,606.1 2,852.4 ... 54.9

2016-III..... 248,317.8 175,586.7 166,658.7 8,928.0 32,147.1 5,311.0 471.1 25,758.8 606.2 40,532.6 37,738.4 2,794.1 ... 51.4

2016-IV..... 251,177.0 177,993.8 168,974.0 9,019.9 32,274.8 5,353.3 470.7 25,850.5 600.4 40,860.6 38,022.3 2,838.2 ... 47.7

2017-I ....... 260,110.5 184,735.3 175,338.6 9,396.7 33,233.2 5,605.0 454.8 26,551.3 622.1 42,083.9 39,143.8 2,940.1 ... 58.2

2017-II ...... 263,201.4 187,276.2 177,882.7 9,393.6 33,619.3 5,746.4 466.3 26,779.2 627.4 42,250.8 39,275.2 2,975.5 ... 55.2

2017-III..... 265,233.7 189,293.4 179,937.7 9,355.7 33,571.3 5,528.1 487.3 26,932.4 623.5 42,317.3 39,403.7 2,913.6 ... 51.6

2017-IV..... 268,289.5 191,873.0 182,422.5 9,450.5 33,717.7 5,573.6 487.2 27,039.9 616.9 42,650.8 39,690.2 2,960.7 ... 48.0

2018-I ....... 277,862.9 199,132.0 189,288.4 9,843.5 34,727.5 5,835.5 470.8 27,782.3 638.9 43,945.0 40,873.3 3,071.7 ... 58.5

2018-II ...... 281,185.3 201,878.2 192,041.4 9,836.8 35,129.4 5,983.3 482.9 28,018.8 644.4 44,122.2 41,011.6 3,110.6 ... 55.4

2018-III..... 283,385.6 204,067.2 194,272.3 9,794.9 35,075.3 5,753.3 504.9 28,177.1 640.1 44,191.2 41,146.7 3,044.4 ... 51.9

2018-IV..... 286,657.7 206,841.6 196,948.8 9,892.8 35,226.7 5,800.8 504.9 28,287.8 633.1 44,541.2 41,446.5 3,094.6 ... 48.2

2019-I ....... 296,918.7 214,683.6 204,380.5 10,303.1 36,273.5 6,072.7 487.9 29,057.5 655.4 45,902.8 42,688.8 3,214.0 ... 58.8

2019-II ...... 300,465.4 217,633.7 207,342.1 10,291.6 36,681.2 6,227.7 500.6 29,291.8 661.0 46,094.7 42,837.4 3,257.2 ... 55.8

2019-III..... 302,826.8 219,992.0 209,747.0 10,245.1 36,612.6 5,988.6 523.5 29,444.0 656.6 46,169.9 42,982.4 3,187.5 ... 52.2

2019-IV..... 306,321.1 222,972.1 212,626.3 10,345.8 36,760.0 6,039.8 523.8 29,547.2 649.2 46,540.5 43,298.9 3,241.6 ... 48.5

a Less than $50,000.
262

Benefit Payments

Figure 4.—Summary of OASDI Benefit Payments, Calendar Year 2009

[In billions]

1 Survivors benefit payments in the bottom chart include lump-sum death payments in the amount of $0.2 billion which are not included in the left chart.

Retired workers

$424.0

(93.9%)

Spouses

$23.6

(5.2%)

Children

$3.9

(0.9%)

Aged widow(er)s

& parents

$83.6

(79.3%)

Children

$18.1

(17.1%)

Disabled

widow(er)s

$2.1

(2.0%)

Mothers

& fathers

$1.6

(1.6%)

Disabled workers

& dependents

$118.3

(17.5%)

Survivors1

$105.6

(15.6%) Retired workers

& dependents

$451.6

(66.9%)

Disabled workers

$109.5

(92.6%)

Children

$8.2

(6.9%)

Spouses

$0.6

(0.5%)
TF Income & Outgo

263

IV. TRUST FUND INCOME AND OUTGO

Trust fund assets are projected at the end of each month by

adding total income and subtracting total outgo from assets

at the end of the previous month. The majority of total outgo

is projected benefit payments, shown in the previous chapters. This section describes the projection methodology and

results of OASI and DI Trust Funds income, and additional

items of outgo, as well as the resulting progress of funds.

A. TRUST FUND INCOME

Income to the OASI and DI Trust Funds can be grouped into

four main categories (and one minor category):

• 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;

• Interest and adjustments—Investment income earned by

the assets of the trust funds; and

• Gifts and miscellaneous—Totalled roughly

$1,089 thousand for OASI during the 2005-09 period.

The DI Trust Fund did not receive any of this type of

income over that period.

Payroll tax collections for 2009 amounted to $667.3 billion

(82.6 percent of total OASDI income); revenue from taxation of benefits was $21.9 billion (2.7 percent); and interest

income was $118.3 billion (14.7 percent). Figure 5 presents

the income of the combined OASI and DI Trust Funds for

calendar year 2009.

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. The 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 1984-89.

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. Such projected taxable earnings are provided by the Revenue Estimates and Economic Analysis

Group, Office of the Chief Actuary.

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, and

as such their future expected value is zero. Therefore, no

state deposit amounts are projected.

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.
TF Income & Outgo

264

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,

depending on the total income of the beneficiary, 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

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 income from taxation of benefits is projected quarterly by applying estimated

fractions of taxable benefits and average marginal tax rates

to the already projected quarterly benefit payments. Estimates for the fraction of OASDI benefits taxable and the

average marginal tax rates are prepared by the Office of Tax

Analysis (OTA) in the U.S. Department of Treasury, and are

based on personal income for a sample of recent tax returns.

The fraction of OASDI benefits that are taxable is projected

to generally increase as an increasing percentage of taxpayers exceed the stipulated income levels. The average tax rate

that may apply to OASDI benefits showed a significant

reduction in 1987 as a result of the Tax Reform Act of 1986

(Public Law 99-514). It continued to decline through 2003,

but has generally been increasing since then, and is projected

to continue to increase.

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 that 25.5 percent of monthly nonresident alien

OASDI benefits are 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.

Projected amounts withheld from nonresident aliens are calculated quarterly by applying an estimated fraction of benefits payable to nonresident aliens to total quarterly benefits,

and then applying the 25.5-percent withholding rate to the

resulting benefits. The fraction of benefits payable to nonresident aliens is assumed to remain the same as in the last historical quarter throughout the projection period.

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, for years prior to

2002. 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 1957-77—$300 for each calendar quarter in which

the worker received any basic pay;

• For 1978-2001—$100 for each $300 in basic pay, up to

a maximum of $1,200 per calendar year.

The Department of Defense Appropriations Act, FY 2002,

Public Law 107-117, enacted on January 10, 2002, contains

a provision to eliminate deemed wage credits for members of

the uniformed armed services for all years after calendar

year 2001. Social Security benefit computations will continue to include deemed wage credits earned prior to 2002. 

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). 
TF Income & Outgo

265

Prior to 1983, the trust funds were compensated annually for

the costs associated with these wage credits. The 1983

Amendments to the Social Security Act changed the basis of

this compensation so that pre-1957 service and post-1956

service are treated differently. Compensation for post-1956

service is done by transferring amounts equivalent to

employee and employer taxes on the deemed wages in each

year. Compensation for pre-1957 service wage credits is

based on increases in benefit payments and administrative

expenses due to the credits.

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 then present value of additional

past and future benefit payments and administrative costs,

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, 2000, and

2005 to account for actual experience and revised assumptions related to future experience. Due to budgetary complications, the OASI adjustment originally scheduled for 2000

was paid in 2002, and the DI adjustment originally scheduled for 2005 was paid in 2007. Additional adjustments are

expected to be made in the fourth quarter of 2010, and every

fifth year thereafter.

Public Law 108-203 provided that the trust funds be compensated for taxes that should have been received in 2000

and 2001, based on estimated deemed wage credits for military service prior to 2002, plus an adjustment for interest lost

due to the delay in remitting the taxes. The total amount of

the compensation was specified in the legislation to be

$625.0 million to the OASI Trust Fund and $105.4 to the DI

Trust Fund. The said compensation was paid in 2004.

Table IV.6 shows the payments due to credits for post-1956

and pre-1957 military service, for both trust funds. The trust

funds have been fully compensated for the costs of post1956 service, so no future transfers are expected. The transfers made to date for pre-1957 service were based on all projected future costs of these credits, so future adjustments are

expected to be zero after 2010.

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.

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

estimated by applying factors to projected benefit payments

and 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 14.7 percent in 2009. 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 2009, all 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 until

after 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

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), available on the Social Security website

at www.ssa.gov/OACT/NOTES/n1990s.html.
TF Income & Outgo

266

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 on the following June 30, and so carry a termto-maturity 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 2009, no marketables are held by the OASI

and DI Trust Funds. The model assumes that no future purchases of such securities will occur; therefore, there is no

future premium or discount.

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

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 (in

millions of dollars):

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

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................ ———
TF Income & Outgo

267

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 2010 Trustees Report, such

transfers are not needed within the short-range projection

period for either of the OASI or DI Trust Funds under the

low-cost assumptions, but they may be needed during 2018

and later and 2016 and later under the intermediate and highcost assumptions, respectively.

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.

Projection

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. Bond holdings are simulated as portfolios of bonds

grouped by interest rate and maturity date. As of December

2009, there were 124 such bonds for the OASI Trust Fund,

totaling $2,319 billion, and 104 for the DI Trust Fund, totaling $200 billion.

The model assumes investment transactions can occur on

any business day (not Saturdays, Sundays, or holidays) of

each month. 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 the needs of the trust funds.

Interest accrues from the time of purchase, and is credited on

June 30th and December 31st. Interest credited on December

31 is reinvested in CIs at the December rate.

Interest amounts credited in June, along with the principal

amounts 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, and are typically apportioned to achieve a uniform distribution over all maturities. For instance, in June

2010, the OASI Trust Fund is projected to buy $260 billion

in new bonds, with maturities from June 2011 to June 2025.

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.

The actual daily operations of the trust funds are followed as

closely as possible. Monthly appropriations for FICA and

SECA tax receipts are distributed uniformly throughout the

month. Monthly current-payment benefits are distributed

based on the payment date and method, as described below.

Other categories of monthly income and outgo generally are

credited or debited on a specific day, reflecting actual practice.

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 2009 amounted to $675.5 billion—

roughly 98.5 percent of total OASDI outgo; Railroad payments were $4.1 billion—0.6 percent; and administrative

expenses were $6.2 billion—0.9 percent. Figure 6 presents

outgo of the combined OASI and DI Trust Funds for calendar year 2009.

1. Current-Payment Benefits

Quarterly current-payment benefits were shown earlier. For

the operation of the interest model, benefits are further

divided by month and attributed to days within the month.

The day that Treasury debits the trust funds for a benefit payment depends on the payment cycle and method of payment

associated with the benefit. 

Prior to 1997, all benefits were paid on the third day of the

month (except for non-business days). Beginning in 1997,

newly awarded benefits have been assigned one of four possible payment cycles within each month: the third day of the

month (as for ongoing benefits), or the second, third, or

fourth Wednesday of the month. Most new beneficiaries are

assigned one of the three Wednedsday payment cycles, but

there are several circumstances that require a new beneficiary to receive benefits on the third. These circumstances

include, among others, receipt of a Supplemental Security

Income (SSI) benefit.

In addition, payments can be made by either electronic funds

transfer (EFT) or by paper check. EFT payments are debited

immediately from the trust funds, but additional days of float

are allowed for payments made by paper check. Therefore,

monthly benefit payments are subdivided into eight categories, as shown in table IV.9.
TF Income & Outgo

268

The model uses factors to split benefit payments among

these eight categories. Currently, the number of beneficiaries

who are paid on the third of the month is higher than it will

be in the long-run because many people who were receiving

benefits before 1997 are still receiving payments. The factors we use to split payments are estimated from historical

data and our expectations of what the long-term distribution

will look like.

2. 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

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 to 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.10 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. 

Public Law 104-134 stated that by January 2, 1999, all persons receiving Federal cash benefits would be required to

receive those benefits through an electronic funds transfer. In

their implementing regulations, Treasury provided for some

exceptions to this rule. As a result of this mandate, and for

other reasons, the number of beneficiaries receiving benefits

by paper check has declined considerably in the recent past.

The uncashed check reimbursement does not apply to EFT

payments, which are recovered through other means, so the

decrease in the number of benefits paid by check will tend to

reduce the size of the reimbursement. The model projects

these reimbursements using a fixed ratio of the reimbursement to benefits paid by check, which we estimate from

recent historical data.

3. 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 disabilities 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. From 1984 to 2002, all vocational rehabilitation costs were paid from the DI Trust Fund,

regardless of the type of beneficiary.

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, total VR expenses are projected to increase from

$82.1 million in 2009 (0.07 percent of total benefits to disabled beneficiaries) to $383.8 million in 2019 (0.21 percent

of total benefits to disabled beneficiaries). Projected VR

expenses on a fiscal year basis are provided by the Office of

Budget within SSA. Table IV.11 shows VR expenses paid

from the OASI and DI Trust Funds.

4. Railroad Retirement 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
TF Income & Outgo

269

Retirement program’s Social Security Equivalent Benefit

Account occur every June 1st or soon thereafter, 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 (or soon thereafter). Table IV.12

summarizes the amounts transferred from the OASI and DI

Trust Funds. The determination of the OASI principal

amount of $3,581.5 million for September 30, 2008 (paid

June 2, 2009) is as follows:

• Benefit payments of $5,274.4 million; plus

• Administrative expenses of $19.8 million; minus

• Payroll taxes of $1,683.4 million; minus

• Income taxes of $120.0 million; plus

• Interest in the amount of $90.7 million.

Note that the interest amount shown in the table includes

interest on the prior year’s principal amount. For example,

the amount of $208.8 million for 2008 includes

$90.7 million for interest on the excess of additional benefits

over taxes for the September 30, 2008 determination; and

$118.1 million for interest on the principal amount of

$3,514.2 million for the June 2, 2008 transfer.

Annual projected railroad interchange amounts are provided

by the Railroad Retirement Board. These projections are

then adjusted to reflect updated payroll taxes and interest

rates. Transfers from the OASI and DI Trust Funds are projected to grow gradually as a result of growth in Social Security benefit payments to retired railroad workers. Similar

growth is expected in payroll taxes from railroad workers.

5. Administrative Expenses

Expenses for administering the OASI and DI programs are

allocated and charged directly to each trust fund. Table IV.13

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.14-IV.16 present estimates of the operations of the

OASI, DI, and combined Trust Funds, respectively, based on

the 2010 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 2010-19. 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 $3.9 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 2009.

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.17 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.18 presents these rates for the short-range period.

The income rate for the combined OASI and DI Trust Funds

is projected to be less than the cost rate for 2010 and 2011,

exceed the cost rate in 2012 through 2014, and is then less

than the cost rate for the remainder of the projection period.

The deficits in the latter half of the short-range projections

continue throughout the long-range period. This leads to

combined trust fund exhaustion in 2037 under intermediate

assumptions, and 2029 under high-cost assumptions.

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 is projected to rise from 399 percent at

the beginning of 2010 to a high of 406 percent during 2011,

before gradually falling to 366 at the beginning of 2019. The

OASI Trust Fund satisfies the short-range test of financial

adequacy by a wide margin under the intermediate assumptions. 

Income to the OASI Trust Fund is projected to decrease in

2010 from 2009 levels due to the economic recession but is

expected to increase in 2011 and later, mostly due to
TF Income & Outgo

270

increases in estimated OASDI taxable earnings and interest

income. Employment and average earnings are projected to

increase throughout the projected period. The number of

workers in covered employment is projected to generally

increase, from 156 million in 2009 to 175 million in 2019,

and the total amount of taxable earnings increases from

$5,288 billion in 2009 to $8,869 billion in 2019. As the level

of assets in the OASI Trust Fund rises, interest income to the

trust fund increases substantially from $108 billion in 2009

to $205 billion in 2019. Interest income becomes a larger

component of income to the trust fund, growing from 15 percent of total income in 2009 to 17 percent of total income in

2019.

Outgo from the OASI Trust Fund is projected to increase

throughout the projected period. Rising benefit payments

from 2010-2019 reflect automatic benefit increases as well

as the upward trend in the number of beneficiaries and in the

average monthly earnings underlying benefits payable by the

program.

The income rate of the OASI Trust Fund is projected to

decrease from 11.19 percent in 2009 to 10.57 percent in

2010 due to an expected drop in FICA and SECA tax collections. Beginning in 2011, the income rate is expected to

increase as the economic recovery is assumed to accelerate,

and generally increases slowly over the remainder of the projection period, from 11.07 percent in 2011 to 11.18 percent

in 2019. The cost rate is expected to rise more quickly, from

10.70 percent in 2009 to 11.68 percent in 2019. Since costs

increase faster than income, the annual balance of the OASI

Trust Fund decreases from a surplus of 0.49 percent in 2009

to a deficit of 0.50 percent of taxable payroll in 2019.

2. DI Trust Fund

Under the intermediate assumptions, it is estimated that the

assets of the DI Trust Fund will generally decrease throughout the short-range period. The trust fund ratio is projected to

steadily decrease throughout the projection period from 159

percent at the beginning of 2010 until the DI Trust Fund is

projected to become exhaused by the end of 2018.

Assets of the DI Trust Fund were greater than 1 year’s

expenditures at the beginning of 2010. By the beginning of

the fourth quarter of 2012, however, the trust fund ratio is

projected to decline to 99 percent. This decline is projected

to continue until the exhaustion of the trust fund in 2018.

Accordingly, the DI Trust Fund does not satisfy the shortrange test of financial adequacy under the intermediate

assumptions.

Income to the DI Trust Fund is projected to decrease in 2010

from 2009 levels due to the economic recession but is

expected to increase in 2011 and later. Tax contributions

change for the reasons described in the OASI Trust Fund

section. The assets of the DI Trust Fund are projected to

decrease steadily throughout the projection period until the

trust fund is estimated to become exhausted by the end of

2018. Interest income is projected to continuously fall from

$10.5 billion in 2009 until the trust fund is exhausted. As a

percentage of total income, interest income is expected to

fall from 9.6 percent in 2009 to 1.0 percent in 2017.

Outgo from the DI Trust Fund is projected to increase

throughout the projection period. Benefit payments rise due

to automatic benefit increases, increases in the average

monthly earnings underlying benefits payable by the program, and increases in the number of beneficiaries. Growth

in beneficiaries is mostly due to (1) the gradual progression

of the baby-boom generation through ages 50 to normal

retirement age, at which higher rates of disability incidence

are experienced, and (2) the estimated effects of the assumed

recession, which is expected to temporarily increase disability incidence rates.

The income rate of the DI Trust Fund is projected to

decrease from 1.87 percent in 2009 to 1.76 percent in 2010

as discussed in the OASI Trust Fund operations section.

Beginning in 2011, the income rate is expected to increase to

1.84, and is estimated to increase very little over the remainder of the projection period, reaching 1.85 percent in 2019.

The cost rate rises from 1.85 percent in 2009 to 2.15 percent

in 2019. The annual deficit has been increasing over the past

several years as total income has slightly decreased while

total outgo has risen. This growth in the deficit is expected to

continue in 2010, reaching 0.60 of taxable payroll. Beginning in 2011 the deficit drops to 0.52 percent and is projected

to continue dropping throughout the remainder of the shortrange projection period, reaching 0.31 percent of taxable

payroll in 2019.
TF Income & Outgo

271

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 1980-2019)

[Percent]

Year

Employee and employer rates, each Self-employed rates

OASI DI OASDI OASI DI OASDI

1980........................................... 4.520 0.560 5.080 6.272 0.777 7.050

1981........................................... 4.700 .650 5.350 7.025 .975 8.000

1982........................................... 4.575 .825 5.400 6.812 1.238 8.050

1983........................................... 4.775 .625 5.400 7.112 .938 8.050

1984........................................... a 5.200 a.500 a5.700 b 10.400 b 1.000 b 11.400

1985........................................... 5.200 .500 5.700 b 10.400 b 1.000 b 11.400

1986........................................... 5.200 .500 5.700 b 10.400 b 1.000 b 11.400

1987........................................... 5.200 .500 5.700 b 10.400 b 1.000 b 11.400

1988........................................... 5.530 .530 6.060 b 11.060 b 1.060 b 12.120

1989........................................... 5.530 .530 6.060 b 11.060 b 1.060 b 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 and later............................ 5.300 .900 6.200 10.600 1.800 12.400

a 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. b Self-employed persons were allowed credit against their SECA 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

272

Sources:

• Historical amounts based on Department of the Treasury administrative records.

• Future amounts from econometric model in the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

FICA SECA State deposits

Tax receipts Credit Adjustments Refunds Total a Tax receipts Credita Tax receipts Credita

1980 .......... $87,031.0 ... $4,400.0 ... $11,810.0 ... $571.6 -$357.5 $103,455.1

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 .......... 418,484.0 ... 23,160.0 1.4 -.1 ... 2,466.7 -2,659.7 441,452.3

2002 .......... 432,943.0 ... 23,822.0 .6 ... ... -708.4 -858.4 455,198.8

2003 .......... 441,448.0 ... 24,098.0 .5 ... ... -8,016.5 -1,452.8 456,077.2

2004 .......... 452,528.0 ... 26,594.0 .2 ... ... -5,796.3 -1,192.8 472,133.1

2005 .......... 476,730.0 ... 26,899.0 .3 ... ... 5,088.5 -1,855.0 506,862.8

2006 .......... 506,310.0 ... 28,543.0 .2 ... ... 1,825.5 -1,892.1 534,786.6

2007 .......... 534,038.0 ... 30,383.0 .1 ... ... -1,646.3 -1,897.4 560,877.4

2008 .......... 554,959.0 ... 31,823.0 .1 ... ... -10,122.7 -2,104.1 574,555.3

2009 .......... 550,028.0 ... 32,405.0 .1 ... ... -9,894.7 -2,146.5 570,391.9

2010-I........ 138,780.0 ... 6,433.0 ... ... ... -3,129.4 ... 142,083.6

2010-II ...... 141,684.0 ... 18,057.0 ... ... ... -6,201.0 ... 153,540.0

2010-III..... 133,498.0 ... 5,952.0 ... ... ... -4,830.8 -1,596.0 133,023.2

2010-IV..... 131,452.0 ... 684.0 ... ... ... -7,340.9 ... 124,795.1

2011-I........ 147,368.0 ... 6,555.0 ... ... ... 1,291.5 ... 155,214.5

2011-II ...... 149,486.0 ... 18,443.0 ... ... ... 1,775.8 ... 169,704.8

2011-III ..... 140,324.0 ... 6,107.0 ... ... ... 360.6 -1,694.0 145,097.6

2011-IV..... 135,127.0 ... 703.0 ... ... ... -1,071.1 ... 134,758.9

2012-I........ 158,345.0 ... 6,741.0 ... ... ... 444.7 ... 165,530.7

2012-II ...... 158,818.0 ... 19,263.0 ... ... ... 273.6 ... 178,354.6

2012-III..... 148,276.0 ... 6,481.0 ... ... ... 362.5 -1,903.0 153,216.5

2012-IV..... 144,962.0 ... 752.0 ... ... ... -1,099.6 ... 144,614.4

2013-I........ 168,213.0 ... 7,204.0 ... ... ... 446.9 ... 175,863.9

2013-II ...... 169,614.0 ... 20,555.0 ... ... ... 275.8 ... 190,444.8

2013-III..... 157,466.0 ... 6,906.0 ... ... ... 363.9 -2,110.0 162,625.9

2013-IV..... 153,728.0 ... 800.0 ... ... ... -1,132.9 ... 153,395.1

2014-I........ 178,896.0 ... 7,671.0 ... ... ... 455.0 ... 187,022.0

2014-II ...... 179,266.0 ... 21,875.0 ... ... ... 279.7 ... 201,420.7

2014-III..... 166,837.0 ... 7,345.0 ... ... ... 368.8 -2,391.0 172,159.8

2014-IV..... 164,022.0 ... 851.0 ... ... ... -1,219.2 ... 163,653.8

2015-I........ 188,587.0 ... 8,155.0 ... ... ... 475.1 ... 197,217.1

2015-II ...... 188,493.0 ... 23,220.0 ... ... ... 290.1 ... 212,003.1

2015-III..... 175,223.0 ... 7,784.0 ... ... ... 381.2 -2,656.0 180,732.2

2015-IV..... 175,950.0 ... 901.0 ... ... ... -1,299.7 ... 175,551.3

2016-I........ 198,394.0 ... 8,637.0 ... ... ... 502.6 ... 207,533.6

2016-II ...... 200,710.0 ... 24,564.0 ... ... ... 304.7 ... 225,578.7

2016-III..... 188,973.0 ... 8,225.0 ... ... ... 400.7 -2,901.0 194,697.7

2016-IV..... 181,932.0 ... 952.0 ... ... ... -1,382.0 ... 181,502.0

2017-I........ 211,461.0 ... 9,121.0 ... ... ... 533.2 ... 221,115.2

2017-II ...... 211,302.0 ... 25,907.0 ... ... ... 322.2 ... 237,531.2

2017-III..... 196,322.0 ... 8,664.0 ... ... ... 423.9 -3,144.0 202,265.9

2017-IV..... 191,027.0 ... 1,002.0 ... ... ... -1,463.1 ... 190,565.9

2018-I........ 222,108.0 ... 9,601.0 ... ... ... 565.7 ... 232,274.7

2018-II ...... 221,768.0 ... 27,241.0 ... ... ... 341.1 ... 249,350.1

2018-III..... 206,130.0 ... 9,099.0 ... ... ... 449.5 -3,364.0 212,314.5

2018-IV..... 200,304.0 ... 1,052.0 ... ... ... -1,544.4 ... 199,811.6

2019-I........ 231,490.0 ... 10,079.0 ... ... ... 598.6 ... 242,167.6

2019-II ...... 232,512.0 ... 28,569.0 ... ... ... 361.0 ... 261,442.0

2019-III..... 215,182.0 ... 9,533.0 ... ... ... 476.0 -3,549.0 221,642.0

2019-IV..... 209,530.0 ... 1,102.0 ... ... ... -1,624.9 ... 209,007.1

a Credit against FICA and SECA tax liability not applicable until 1984.
TF Income & Outgo

273

Sources:

• Historical amounts based on Department of the Treasury administrative records.

• Future amounts from econometric model in the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

FICA SECA State deposits

Tax receipts Credit Adjustments Refunds Total a Tax receipts Credita Tax receipts Credita

1980.......... $10,932.0 ... $716.0 ... $1,576.0 ... $93.7 -$63.0 $13,254.7

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.......... 71,067.0 ... 3,932.0 .1 ... ... 379.2 -446.5 74,931.8

2002.......... 73,519.0 ... 4,045.0 .1 ... ... -139.9 -152.2 77,272.0

2003.......... 74,964.0 ... 4,092.0 ... ... ... -1,368.3 -246.0 77,441.7

2004.......... 76,841.0 ... 4,516.0 ... ... ... -978.7 -202.2 80,176.1

2005.......... 80,955.0 ... 4,569.0 ... ... ... 868.2 -315.0 86,077.2

2006.......... 85,978.0 ... 4,845.0 ... ... ... 306.1 -321.3 90,807.8

2007.......... 90,685.0 ... 5,160.0 ... ... ... -279.6 -322.2 95,243.2

2008.......... 94,238.0 ... 5,404.0 ... ... ... -1,718.4 -357.3 97,566.3

2009.......... 93,401.0 ... 5,504.0 ... ... ... -1,675.6 -364.5 96,864.9

2010-I....... 23,566.0 ... 1,092.0 ... ... ... -531.6 ... 24,126.4

2010-II...... 24,060.0 ... 3,066.0 ... ... ... -1,061.0 ... 26,065.0

2010-III .... 22,669.0 ... 1,011.0 ... ... ... -823.5 -271.0 22,585.5

2010-IV .... 22,322.0 ... 116.0 ... ... ... -1,248.3 ... 21,189.7

2011-I ....... 25,024.0 ... 1,113.0 ... ... ... 217.0 ... 26,354.0

2011-II...... 25,384.0 ... 3,132.0 ... ... ... 294.3 ... 28,810.3

2011-III .... 23,829.0 ... 1,037.0 ... ... ... 61.2 -288.0 24,639.2

2011-IV .... 22,946.0 ... 119.0 ... ... ... -181.9 ... 22,883.1

2012-I....... 26,889.0 ... 1,145.0 ... ... ... 75.5 ... 28,109.5

2012-II...... 26,969.0 ... 3,271.0 ... ... ... 46.5 ... 30,286.5

2012-III .... 25,179.0 ... 1,101.0 ... ... ... 61.6 -323.0 26,018.6

2012-IV .... 24,616.0 ... 128.0 ... ... ... -186.7 ... 24,557.3

2013-I....... 28,565.0 ... 1,223.0 ... ... ... 75.9 ... 29,863.9

2013-II...... 28,802.0 ... 3,491.0 ... ... ... 46.8 ... 32,339.8

2013-III .... 26,739.0 ... 1,173.0 ... ... ... 61.8 -358.0 27,615.8

2013-IV .... 26,105.0 ... 136.0 ... ... ... -192.4 ... 26,048.6

2014-I....... 30,378.0 ... 1,303.0 ... ... ... 77.3 ... 31,758.3

2014-II...... 30,441.0 ... 3,715.0 ... ... ... 47.5 ... 34,203.5

2014-III .... 28,331.0 ... 1,247.0 ... ... ... 62.6 -406.0 29,234.6

2014-IV .... 27,852.0 ... 144.0 ... ... ... -207.0 ... 27,789.0

2015-I....... 32,024.0 ... 1,385.0 ... ... ... 80.7 ... 33,489.7

2015-II...... 32,008.0 ... 3,943.0 ... ... ... 49.3 ... 36,000.3

2015-III .... 29,754.0 ... 1,322.0 ... ... ... 64.7 -451.0 30,689.7

2015-IV .... 29,878.0 ... 153.0 ... ... ... -220.7 ... 29,810.3

2016-I....... 33,690.0 ... 1,467.0 ... ... ... 85.3 ... 35,242.3

2016-II...... 34,083.0 ... 4,171.0 ... ... ... 51.7 ... 38,305.7

2016-III .... 32,090.0 ... 1,397.0 ... ... ... 68.0 -493.0 33,062.0

2016-IV .... 30,894.0 ... 162.0 ... ... ... -234.7 ... 30,821.3

2017-I....... 35,908.0 ... 1,549.0 ... ... ... 90.6 ... 37,547.6

2017-II...... 35,881.0 ... 4,399.0 ... ... ... 54.7 ... 40,334.7

2017-III .... 33,337.0 ... 1,471.0 ... ... ... 72.0 -534.0 34,346.0

2017-IV .... 32,439.0 ... 170.0 ... ... ... -248.5 ... 32,360.5

2018-I....... 37,716.0 ... 1,630.0 ... ... ... 96.1 ... 39,442.1

2018-II...... 37,659.0 ... 4,626.0 ... ... ... 57.9 ... 42,342.9

2018-III .... 35,003.0 ... 1,545.0 ... ... ... 76.3 -571.0 36,053.3

2018-IV .... 34,013.0 ... 179.0 ... ... ... -262.3 ... 33,929.7

2019-I....... 39,309.0 ... 1,711.0 ... ... ... 101.6 ... 41,121.6

2019-II...... 39,483.0 ... 4,851.0 ... ... ... 61.3 ... 44,395.3

2019-III .... 36,540.0 ... 1,619.0 ... ... ... 80.8 -603.0 37,636.8

2019-IV .... 35,580.0 ... 187.0 ... ... ... -275.9 ... 35,491.1

a Credit against FICA and SECA tax liability not applicable until 1984.
TF Income & Outgo

274

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 2010 Trustees Report intermediate set of assumptions.

Table IV.4.—Income from Taxation of OASI and DI Benefits

(Calendar years 1984-2009, and calendar quarters 2010-19)

[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.......... 316,311.0 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 13.145 22.5 10,445.0 1,010.0 11,455.0 54,938.3 6.400 18.8 662.0 53.0 715.0 12,170.0

2001.......... 372,369.7 14.891 21.6 11,982.0 -217.0 11,765.0 59,579.3 7.580 18.2 822.0 -16.0 806.0 12,571.0

2002.......... 388,170.0 15.814 20.5 12,574.0 189.0 12,763.0 65,645.5 7.693 17.9 902.0 22.0 924.0 13,687.0

2003.......... 399,892.0 15.685 18.3 11,466.0 885.0 12,351.0 70,905.7 7.804 15.4 851.0 88.0 939.0 13,290.0

2004.......... 415,081.9 16.988 18.2 12,831.0 1,614.0 14,445.0 78,202.3 8.612 15.1 1,017.0 88.0 1,105.0 15,550.0

2005.......... 435,372.9 16.847 18.7 13,698.0 ... 13,698.0 85,394.4 8.150 15.3 1,068.0 ... 1,068.0 14,766.0

2006.......... 460,456.9 17.749 18.9 15,437.0 48.0 15,485.0 92,384.2 9.105 14.9 1,253.0 -27.0 1,226.0 16,711.0

2007.......... 485,880.6 18.801 18.7 17,047.0 ... 17,047.0 99,085.8 9.569 14.6 1,389.0 ... 1,389.0 18,436.0

2008.......... 509,056.0 19.539 18.7 18,564.0 -3,144.0 15,420.0 106,301.4 10.649 14.1 1,598.0 -289.0 1,309.0 16,729.0

2009.......... 557,159.7 19.438 18.3 19,778.0 -4.0 19,774.0 118,328.6 10.887 14.9 1,916.0 35.0 1,951.0 21,725.0

2010-I....... 142,312.2 20.938 20.0 5,951.0 ... 5,951.0 30,208.0 9.764 16.4 483.0 ... 483.0 6,434.0

2010-II...... 144,213.3 20.662 20.0 5,951.0 ... 5,951.0 31,207.8 9.452 16.4 483.0 ... 483.0 6,434.0

2010-III .... 145,225.6 20.268 20.0 5,878.6 ... 5,878.6 31,536.3 9.623 16.4 496.9 ... 496.9 6,375.6

2010-IV .... 146,705.3 20.268 20.0 5,938.5 ... 5,938.5 32,002.5 9.623 16.4 504.3 ... 504.3 6,442.8

2011-I ....... 147,733.4 20.343 20.5 6,150.4 ... 6,150.4 32,009.3 10.350 16.3 539.1 ... 539.1 6,689.5

2011-II...... 149,432.3 20.343 20.5 6,221.2 ... 6,221.2 32,403.2 10.350 16.3 545.8 ... 545.8 6,766.9

2011-III .... 150,484.7 20.343 20.5 6,265.0 ... 6,265.0 32,709.0 10.350 16.3 550.9 ... 550.9 6,815.9

2011-IV .... 152,058.3 20.343 20.5 6,330.5 ... 6,330.5 33,214.7 10.350 16.3 559.4 ... 559.4 6,889.9

2012-I....... 155,043.0 21.236 20.7 6,817.8 ... 6,817.8 33,784.6 11.119 16.5 618.5 ... 618.5 7,436.3

2012-II...... 156,990.8 21.236 20.7 6,903.4 ... 6,903.4 34,101.6 11.119 16.5 624.3 ... 624.3 7,527.8

2012-III .... 158,242.3 21.236 20.7 6,958.5 ... 6,958.5 34,330.6 11.119 16.5 628.5 ... 628.5 7,587.0

2012-IV .... 160,019.7 21.236 20.7 7,036.6 ... 7,036.6 34,770.7 11.119 16.5 636.6 ... 636.6 7,673.2

2013-I....... 165,215.9 22.256 20.9 7,698.3 ... 7,698.3 35,414.3 12.092 16.6 712.9 ... 712.9 8,411.2

2013-II...... 167,404.6 22.256 20.9 7,800.2 ... 7,800.2 35,603.9 12.092 16.6 716.7 ... 716.7 8,517.0

2013-III .... 168,837.6 22.256 20.9 7,867.0 ... 7,867.0 35,709.2 12.092 16.6 718.9 ... 718.9 8,585.9

2013-IV .... 170,810.6 22.256 20.9 7,958.9 ... 7,958.9 36,038.8 12.092 16.6 725.5 ... 725.5 8,684.4

2014-I....... 176,894.0 22.832 21.1 8,515.1 ... 8,515.1 36,935.2 12.568 16.8 778.2 ... 778.2 9,293.3

2014-II...... 179,222.2 22.832 21.1 8,627.2 ... 8,627.2 37,106.5 12.568 16.8 781.8 ... 781.8 9,409.0

2014-III .... 180,754.6 22.832 21.1 8,700.9 ... 8,700.9 37,193.6 12.568 16.8 783.7 ... 783.7 9,484.6

2014-IV .... 182,879.6 22.832 21.1 8,803.2 ... 8,803.2 37,511.8 12.568 16.8 790.4 ... 790.4 9,593.6

2015-I....... 189,574.2 23.302 21.1 9,330.1 ... 9,330.1 38,588.0 12.994 16.8 842.1 ... 842.1 10,172.2

2015-II...... 192,082.0 23.302 21.1 9,453.5 ... 9,453.5 38,747.9 12.994 16.8 845.6 ... 845.6 10,299.1

2015-III .... 193,741.0 23.302 21.1 9,535.2 ... 9,535.2 38,820.5 12.994 16.8 847.2 ... 847.2 10,382.4

2015-IV .... 196,046.7 23.302 21.1 9,648.7 ... 9,648.7 39,135.3 12.994 16.8 854.1 ... 854.1 10,502.7

2016-I....... 203,233.9 23.726 21.2 10,236.5 ... 10,236.5 40,291.6 13.437 16.9 914.0 ... 914.0 11,150.5

2016-II...... 205,961.5 23.726 21.2 10,373.9 ... 10,373.9 40,458.5 13.437 16.9 917.8 ... 917.8 11,291.6

2016-III .... 207,785.2 23.726 21.2 10,465.7 ... 10,465.7 40,532.6 13.437 16.9 919.5 ... 919.5 11,385.2

2016-IV .... 210,316.4 23.726 21.2 10,593.2 ... 10,593.2 40,860.6 13.437 16.9 926.9 ... 926.9 11,520.1

2017-I....... 218,026.6 24.092 21.3 11,204.5 ... 11,204.5 42,083.9 13.947 17.0 995.6 ... 995.6 12,200.1

2017-II...... 220,950.7 24.092 21.3 11,354.8 ... 11,354.8 42,250.8 13.947 17.0 999.5 ... 999.5 12,354.3

2017-III .... 222,916.4 24.092 21.3 11,455.8 ... 11,455.8 42,317.3 13.947 17.0 1,001.1 ... 1,001.1 12,456.9

2017-IV .... 225,638.6 24.092 21.3 11,595.7 ... 11,595.7 42,650.8 13.947 17.0 1,009.0 ... 1,009.0 12,604.7

2018-I....... 233,917.9 24.194 21.4 12,091.3 ... 12,091.3 43,945.0 14.236 17.0 1,062.8 ... 1,062.8 13,154.2

2018-II...... 237,063.0 24.194 21.4 12,253.9 ... 12,253.9 44,122.2 14.236 17.0 1,067.1 ... 1,067.1 13,321.0

2018-III .... 239,194.4 24.194 21.4 12,364.1 ... 12,364.1 44,191.2 14.236 17.0 1,068.8 ... 1,068.8 13,432.9

2018-IV .... 242,116.5 24.194 21.4 12,515.1 ... 12,515.1 44,541.2 14.236 17.0 1,077.3 ... 1,077.3 13,592.4

2019-I....... 251,015.9 24.282 21.4 13,030.9 ... 13,030.9 45,902.8 14.534 17.0 1,134.2 ... 1,134.2 14,165.0

2019-II...... 254,370.7 24.282 21.4 13,205.0 ... 13,205.0 46,094.7 14.534 17.0 1,138.9 ... 1,138.9 14,343.9

2019-III .... 256,656.8 24.282 21.4 13,323.7 ... 13,323.7 46,169.9 14.534 17.0 1,140.8 ... 1,140.8 14,464.5

2019-IV .... 259,780.5 24.282 21.4 13,485.9 ... 13,485.9 46,540.5 14.534 17.0 1,149.9 ... 1,149.9 14,635.8
TF Income & Outgo

275

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 2010 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 1985-2009, and calendar quarters 2010-19)

[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

1985.......... $167,359.6 0.298 15.0 $74.8 $18,835.9 0.138 15.0 $3.9 $78.7

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.......... 316,311.0 .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.......... 372,369.7 .146 25.5 138.3 59,579.3 .036 25.5 5.5 143.8

2002.......... 388,170.0 .148 25.5 146.2 65,645.5 .034 25.5 5.7 151.8

2003.......... 399,892.0 .143 25.5 146.2 70,905.7 .028 25.5 5.0 151.1

2004.......... 415,081.9 .139 25.5 147.5 78,202.3 .028 25.5 5.5 153.0

2005.......... 435,372.9 .131 25.5 145.3 85,394.4 .021 25.5 4.6 149.8

2006.......... 460,456.9 .122 25.5 142.9 92,384.2 .017 25.5 4.1 147.0

2007.......... 485,880.6 .117 25.5 145.0 99,085.8 .016 25.5 4.0 149.0

2008.......... 509,056.0 .113 25.5 146.2 106,301.4 .014 25.5 3.7 149.9

2009.......... 557,159.7 .110 25.5 155.7 118,328.6 .012 25.5 3.8 159.5

2010-I....... 142,312.2 .107 25.5 38.9 30,208.0 .012 25.5 0.9 39.8

2010-II...... 144,213.3 .107 25.5 39.3 31,207.8 .012 25.5 1.0 40.3

2010-III .... 145,225.6 .107 25.5 39.6 31,536.3 .012 25.5 1.0 40.6

2010-IV .... 146,705.3 .107 25.5 40.0 32,002.5 .012 25.5 1.0 41.0

2011-I ....... 147,733.4 .107 25.5 40.3 32,009.3 .012 25.5 1.0 41.3

2011-II...... 149,432.3 .107 25.5 40.8 32,403.2 .012 25.5 1.0 41.8

2011-III .... 150,484.7 .107 25.5 41.1 32,709.0 .012 25.5 1.0 42.1

2011-IV .... 152,058.3 .107 25.5 41.5 33,214.7 .012 25.5 1.0 42.5

2012-I....... 155,043.0 .107 25.5 42.3 33,784.6 .012 25.5 1.0 43.3

2012-II...... 156,990.8 .107 25.5 42.8 34,101.6 .012 25.5 1.0 43.9

2012-III .... 158,242.3 .107 25.5 43.2 34,330.6 .012 25.5 1.1 44.2

2012-IV .... 160,019.7 .107 25.5 43.7 34,770.7 .012 25.5 1.1 44.7

2013-I....... 165,215.9 .107 25.5 45.1 35,414.3 .012 25.5 1.1 46.2

2013-II...... 167,404.6 .107 25.5 45.7 35,603.9 .012 25.5 1.1 46.8

2013-III .... 168,837.6 .107 25.5 46.1 35,709.2 .012 25.5 1.1 47.2

2013-IV .... 170,810.6 .107 25.5 46.6 36,038.8 .012 25.5 1.1 47.7

2014-I....... 176,894.0 .107 25.5 48.3 36,935.2 .012 25.5 1.1 49.4

2014-II...... 179,222.2 .107 25.5 48.9 37,106.5 .012 25.5 1.1 50.0

2014-III .... 180,754.6 .107 25.5 49.3 37,193.6 .012 25.5 1.1 50.5

2014-IV .... 182,879.6 .107 25.5 49.9 37,511.8 .012 25.5 1.1 51.0

2015-I....... 189,574.2 .107 25.5 51.7 38,588.0 .012 25.5 1.2 52.9

2015-II...... 192,082.0 .107 25.5 52.4 38,747.9 .012 25.5 1.2 53.6

2015-III .... 193,741.0 .107 25.5 52.9 38,820.5 .012 25.5 1.2 54.1

2015-IV .... 196,046.7 .107 25.5 53.5 39,135.3 .012 25.5 1.2 54.7

2016-I....... 203,233.9 .107 25.5 55.5 40,291.6 .012 25.5 1.2 56.7

2016-II...... 205,961.5 .107 25.5 56.2 40,458.5 .012 25.5 1.2 57.4

2016-III .... 207,785.2 .107 25.5 56.7 40,532.6 .012 25.5 1.2 57.9

2016-IV .... 210,316.4 .107 25.5 57.4 40,860.6 .012 25.5 1.3 58.6

2017-I....... 218,026.6 .107 25.5 59.5 42,083.9 .012 25.5 1.3 60.8

2017-II...... 220,950.7 .107 25.5 60.3 42,250.8 .012 25.5 1.3 61.6

2017-III .... 222,916.4 .107 25.5 60.8 42,317.3 .012 25.5 1.3 62.1

2017-IV .... 225,638.6 .107 25.5 61.6 42,650.8 .012 25.5 1.3 62.9

2018-I....... 233,917.9 .107 25.5 63.8 43,945.0 .012 25.5 1.3 65.2

2018-II...... 237,063.0 .107 25.5 64.7 44,122.2 .012 25.5 1.4 66.0

2018-III .... 239,194.4 .107 25.5 65.3 44,191.2 .012 25.5 1.4 66.6

2018-IV .... 242,116.5 .107 25.5 66.1 44,541.2 .012 25.5 1.4 67.4

2019-I....... 251,015.9 .107 25.5 68.5 45,902.8 .012 25.5 1.4 69.9

2019-II...... 254,370.7 .107 25.5 69.4 46,094.7 .012 25.5 1.4 70.8

2019-III .... 256,656.8 .107 25.5 70.0 46,169.9 .012 25.5 1.4 71.4

2019-IV .... 259,780.5 .107 25.5 70.9 46,540.5 .012 25.5 1.4 72.3
TF Income & Outgo

276

Source:

• Historical reimbursements based on determination letters issued by the Office of the Chief Actuary.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2019)

[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

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 ......................... a 5,621.0 5,416.0 11,037.0 444.0 1,121.0 1,565.0 12,602.0

1984 ......................... b 782.0 ... 782.0 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 ......................... 7.3 ... 7.3 1.7 ... 1.7 9.0

2002 ......................... ... 414.0 414.0......... 414.0

2003 ......................... .....................

2004 ......................... 625.0 ... 625.0 105.4 ... 105.4 730.4

2005 ......................... ... -350.0 -350.0 ... ... ... -350.0

2006 ......................... .....................

2007 ......................... ... ... ... ... 8.0 8.0 8.0

2008 ......................... .....................

2009 ......................... .....................

2010 ......................... ... -90.0 -90.0 ... ... ... -90.0

2011 ......................... ... ... ... ... ... ... ...

2012 ......................... .....................

2013 ......................... .....................

2014 ......................... .....................

2015 ......................... .....................

2016 ......................... .....................

2017 ......................... .....................

2018 ......................... .....................

2019 ......................... .....................

a 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. b Includes adjustment of $466 million (OASI) and $62 million (DI) for military service in 1957-83.
TF Income & Outgo

277

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 2010 Trustees Report intermediate set of assumptions.

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

(Fiscal years 1980-2019)

[Amounts in millions]

Yeara

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

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 b 6.2 1.131 7.0 Dec. 31, 1994

1994......................... 4.3 91.7 4.0 b 4.0 1.140 4.5 Dec. 31, 1995

1995......................... 2.7 90.8 2.5 b 2.5 1.134 2.8 Dec. 31, 1996

1996......................... 1.8 90.4 1.6 b 1.6 1.134 1.8 Dec. 31, 1997

1997......................... .7 89.2 .6 b .6 1.131 .7 Dec. 31, 1998

1998......................... .4 88.6 .3 b .3 1.113 .4 Dec. 31, 1999

1999......................... -.2 86.6 -.1 b -.1 .000 b Dec. 31, 2000

2000......................... -.5 87.4 -.5 b -.6 .000 b Dec. 31, 2001

2001......................... -.5 88.5 -.5 b -.5 .000 b Dec. 31, 2002

2002......................... -.3 95.5 -.3 b -.3 .000 b Dec. 31, 2003

2003......................... 1.0 100.0 1.0 b 1.0 1.305 1.4 Dec. 31, 2004

2004......................... b 100.0 bbb 2.380 .1 Dec. 31, 2005

2005......................... b 96.8 bbb 2.133 b Dec. 31, 2006

2006......................... b 100.0 bbb 1.010 b Dec. 31, 2007

2007......................... b 100.0 bbb .286 b Dec. 31, 2008

2008......................... b 100.0 bbb .375 b Dec. 31, 2009

2009......................... b 100.0 bbb 1.000 b Dec. 31, 2010

2010......................... b ... bbb 1.062 ... Dec. 31, 2011

2011......................... ... ... ... ... ... 1.083 ... Dec. 31, 2012

2012......................... ... ... ... ... ... 1.103 ... Dec. 31, 2013

2013......................... ... ... ... ... ... 1.110 ... Dec. 31, 2014

2014......................... ... ... ... ... ... 1.110 ... Dec. 31, 2015

2015......................... ... ... ... ... ... 1.109 ... Dec. 31, 2016

2016......................... ... ... ... ... ... 1.107 ... Dec. 31, 2017

2017......................... ... ... ... ... ... 1.107 ... Dec. 31, 2018

2018......................... ... ... ... ... ... 1.105 ... Dec. 31, 2019

2019......................... ... ... ... ... ... 1.105 ... Dec. 31, 2020

a Defined as the period October 1–September 30 (see Public Law 93-344). b Less than $50,000.
TF Income & Outgo

278

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 2010 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

Interest on

investments

Interest on

interfund

borrowing a

Amortization of

premium

or discount

Interest on

advance tax

transfers b Miscellaneous Total

Interest on

investments

Interest on

interfund

borrowinga

Amortization of

premium

or discount

Interest on

advance tax

transfersb Miscellaneous Total

1980 .......... $1,844.7 ... $0.6 ... ... $1,845.3 $485.3 ... $0.1 ... ... $485.4 $2,330.6

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

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 ... ... ... 1.0 834.9 27,862.0

1994 .......... 30,373.4 ... ... ... -427.1 29,946.3 725.1 ... ... ... 431.7 1,156.8 31,103.1

1995 .......... 32,827.2 ... ... ... -7.5 32,819.7 2,158.9 ... ... ... -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 ... ... ... -.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 ... ... ... .5 5,677.3 55,466.2

2000 .......... 57,527.7 ... ... ... 1.2 57,528.9 6,940.7 ... ... ... 1.0 6,941.7 64,470.6

2001 .......... 64,733.1 ... ... ... 3.9 64,737.0 8,157.6 ... ... ... .7 8,158.3 72,895.3

2002 .......... 71,174.5 ... ... ... 9.6 71,184.0 9,174.5 ... ... ... 3.2 9,177.7 80,361.8

2003 .......... 75,227.8 ... ... ... 9.2 75,237.1 9,693.6 ... ... ... -5.0 9,688.7 84,925.7

2004 .......... 78,980.8 ... ... ... 5.6 78,986.4 9,986.0 ... ... ... 2.1 9,988.1 88,974.5

2005 .......... 84,025.0 ... ... ... -46.0 83,979.0 10,220.9 ... .1 ... 52.3 10,273.3 94,252.3

2006 .......... 90,977.6 ... ... ... 839.3 91,816.8 10,518.3 ... ... ... 84.9 10,603.2 102,420.1

2007 .......... 99,320.0 ... ... ... -2,354.1 96,965.8 10,843.3 ... ... ... 2,367.0 13,210.2 110,176.0

2008 .......... 105,333.4 ... ... ... 6.9 105,340.3 10,956.8 ... ... ... 4.2 10,961.0 116,301.3

2009 .......... 107,981.5 ... ... ... -95.4 107,886.1 10,356.6 ... ... ... 106.4 10,463.0 118,349.1

2010-I ....... 219.2 ... ... ... 1.4 220.6 40.3 ... ... ... .6 40.9 261.5

2010-II ...... 54,502.4 ... ... ... ... 54,502.4 4,765.1 ... ... ... ... 4,765.1 59,267.6

2010-III..... 144.4 ... ... ... ... 144.4 69.6 ... ... ... ... 69.6 214.0

2010-IV .... 53,999.3 ... ... ... ... 53,999.3 4,380.0 ... ... ... ... 4,380.0 58,379.4

2011-I........ 487.4 ... ... ... ... 487.4 47.6 ... ... ... ... 47.6 535.0

2011-II ...... 54,906.4 ... ... ... ... 54,906.4 4,075.7 ... ... ... ... 4,075.7 58,982.1

2011-III..... 562.6 ... ... ... ... 562.6 50.0 ... ... ... ... 50.0 612.6

2011-IV..... 56,078.3 ... ... ... ... 56,078.3 3,826.8 ... ... ... ... 3,826.8 59,905.1

2012-I ....... 934.6 ... ... ... ... 934.6 41.9 ... ... ... ... 41.9 976.5

2012-II ...... 57,781.4 ... ... ... ... 57,781.4 3,549.3 ... ... ... ... 3,549.3 61,330.7

2012-III..... 933.4 ... ... ... ... 933.4 59.9 ... ... ... ... 59.9 993.3

2012-IV .... 60,455.1 ... ... ... ... 60,455.1 3,229.7 ... ... ... ... 3,229.7 63,684.8

2013-I ....... 1,149.0 ... ... ... ... 1,149.0 54.4 ... ... ... ... 54.4 1,203.3

2013-II ...... 62,811.0 ... ... ... ... 62,811.0 2,928.1 ... ... ... ... 2,928.1 65,739.1

2013-III..... 1,134.9 ... ... ... ... 1,134.9 56.1 ... ... ... ... 56.1 1,190.9

2013-IV .... 66,187.6 ... ... ... ... 66,187.6 2,630.9 ... ... ... ... 2,630.9 68,818.4

2014-I ....... 1,277.8 ... ... ... ... 1,277.8 42.2 ... ... ... ... 42.2 1,320.0

2014-II ...... 68,761.0 ... ... ... ... 68,761.0 2,365.2 ... ... ... ... 2,365.2 71,126.2

2014-III..... 733.4 ... ... ... ... 733.4 64.0 ... ... ... ... 64.0 797.4

2014-IV .... 72,489.5 ... ... ... ... 72,489.5 2,070.1 ... ... ... ... 2,070.1 74,559.6

2015-I ....... 1,052.0 ... ... ... ... 1,052.0 48.5 ... ... ... ... 48.5 1,100.6

2015-II ...... 74,983.2 ... ... ... ... 74,983.2 1,870.8 ... ... ... ... 1,870.8 76,854.0

2015-III..... 1,264.2 ... ... ... ... 1,264.2 60.0 ... ... ... ... 60.0 1,324.2

2015-IV .... 77,918.3 ... ... ... ... 77,918.3 1,606.3 ... ... ... ... 1,606.3 79,524.6

2016-I ....... 1,421.8 ... ... ... ... 1,421.8 56.9 ... ... ... ... 56.9 1,478.7

2016-II ...... 80,594.2 ... ... ... ... 80,594.2 1,364.8 ... ... ... ... 1,364.8 81,959.0

2016-III..... 1,387.8 ... ... ... ... 1,387.8 55.3 ... ... ... ... 55.3 1,443.1

2016-IV .... 84,146.3 ... ... ... ... 84,146.3 1,127.7 ... ... ... ... 1,127.7 85,274.0

2017-I ....... 1,503.4 ... ... ... ... 1,503.4 63.3 ... ... ... ... 63.3 1,566.7

2017-II ...... 86,838.9 ... ... ... ... 86,838.9 838.5 ... ... ... ... 838.5 87,677.4

2017-III..... 1,364.4 ... ... ... ... 1,364.4 60.2 ... ... ... ... 60.2 1,424.6

2017-IV .... 90,960.3 ... ... ... ... 90,960.3 539.9 ... ... ... ... 539.9 91,500.1

2018-I ....... 1,235.8 ... ... ... ... 1,235.8 48.0 ... ... ... ... 48.0 1,283.8

2018-II ...... 93,984.4 ... ... ... ... 93,984.4 271.7 ... ... ... ... 271.7 94,256.1

2018-III..... 1,487.7 ... ... ... ... 1,487.7 51.6 ... ... ... ... 51.6 1,539.3

2018-IV .... 96,950.9 ... ... ... ... 96,950.9 c ...... ... ccc

2019-I ....... 1,257.6 ... ... ... ... 1,257.6 c ...... ... ccc

2019-II ...... 99,750.8 ... ... ... ... 99,750.8 c ...... ... ccc

2019-III..... 1,154.6 ... ... ... ... 1,154.6 c ...... ... ccc

2019-IV .... 103,207.8 ... ... ... ... 103,207.8 c ...... ... ccc

a Interest on interfund borrowings not payable until June 1983. b Calendar years 1983-90 reflect interest on advance tax transfers. c Under the intermediate assumptions the DI Trust Fund is projected to be exhausted in 2018. Therefore, certain trust fund operations values for 2018 and 2019 are not meaningful

under present law and are not shown in this table.
TF Income & Outgo

279

Sources:

• Historical total amounts from 1-A Table Current-Payment Supplement. Historical amounts by payment date and method based on SSA administrative data, prorated to total

amount.

• Projected total amounts from benefit payment projection shown earlier. Projected amounts by payment date and method calculated by applying ratios to total amount, where ratios

are projected based on historical trends and judgment.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Table IV.9.—Current-Payment Benefits from the OASI and DI Trust Funds Split by Payment Date and Method

(December of years 1995-2019)

[In millions]

Year

Paid by Electronic Funds Transfer Paid by Paper Check

Total 

benefits

Third of

month

Second

Wednesday

Third

Wednesday

Fourth

Wednesday Total

Third of

month

Second

Wednesday

Third

Wednesday

Fourth

Wednesday Total

OASI

1995................ $16,531.8......... $16,531.8 $8,461.3 ... ... ... $8,461.3 $24,993.1

1996................ 18,068.8 ... ... ... 18,068.8 7,948.6 ... ... ... 7,948.6 26,017.5

1997................ 19,801.8 $132.2 $132.1 $137.4 20,203.5 6,652.2 $9.7 $9.7 $9.9 6,681.5 26,884.9

1998................ 20,585.9 486.5 482.9 500.7 22,056.1 5,370.5 31.0 30.8 31.5 5,463.8 27,519.9

1999................ 20,655.1 866.5 859.0 889.6 23,270.1 5,043.5 77.4 76.9 80.1 5,277.9 28,548.0

2000................ 20,920.7 1,429.4 1,419.8 1,468.1 25,238.0 4,809.4 155.8 154.5 159.5 5,279.2 30,517.3

2001................ 20,883.1 1,909.1 1,893.6 1,959.5 26,645.2 4,546.3 210.2 207.7 214.2 5,178.2 31,823.4

2002................ 20,549.2 2,404.8 2,384.4 2,463.8 27,802.2 4,238.8 260.3 256.1 265.5 5,020.8 32,823.0

2003................ 20,317.3 2,930.4 2,900.5 2,995.1 29,143.3 3,969.3 311.2 306.9 318.2 4,905.5 34,048.9

2004................ 20,175.1 3,516.1 3,475.8 3,584.5 30,751.4 3,720.4 366.0 361.4 374.8 4,822.5 35,574.0

2005................ 20,354.2 4,217.7 4,163.2 4,288.9 33,024.1 3,470.0 414.6 407.1 420.7 4,712.4 37,736.5

2006................ 20,441.6 4,928.8 4,864.9 5,003.0 35,238.3 3,148.1 458.8 447.8 464.4 4,519.2 39,757.5

2007................ 20,182.9 5,664.2 5,586.9 5,738.4 37,172.5 2,972.0 468.4 460.4 475.4 4,376.3 41,548.8

2008................ 20,654.0 6,703.2 6,602.9 6,779.5 40,739.6 2,877.9 524.3 514.8 531.9 4,448.9 45,188.5

2009................ 20,027.6 7,582.3 7,457.2 7,639.4 42,706.4 2,632.2 560.7 548.8 566.0 4,307.7 47,014.0

2010................ 19,451.0 8,328.9 8,328.9 8,581.3 44,690.1 2,424.2 567.3 567.3 584.5 4,143.3 48,833.4

2011................ 19,068.7 9,242.4 9,242.4 9,522.5 47,075.9 2,248.4 586.9 586.9 604.7 4,026.9 51,102.8

2012................ 19,071.3 10,402.4 10,402.4 10,717.6 50,593.6 2,132.0 613.4 613.4 631.9 3,990.6 54,584.3

2013................ 19,125.9 11,665.3 11,665.3 12,018.8 54,475.2 2,030.0 640.7 640.7 660.1 3,971.5 58,446.7

2014................ 19,206.3 13,027.3 13,027.3 13,422.0 58,682.9 1,938.3 666.5 666.5 686.7 3,957.9 62,640.8

2015................ 19,297.4 14,488.7 14,488.7 14,927.8 63,202.6 1,855.3 692.1 692.1 713.1 3,952.5 67,155.2

2016................ 19,418.7 16,061.1 16,061.1 16,547.8 68,088.5 1,782.2 718.5 718.5 740.2 3,959.4 72,048.0

2017................ 19,549.8 17,747.3 17,747.3 18,285.1 73,329.6 1,719.5 744.5 744.5 767.1 3,975.5 77,305.1

2018................ 19,716.6 19,551.4 19,551.4 20,143.9 78,963.4 1,666.4 770.5 770.5 793.8 4,001.1 82,964.5

2019................ 19,906.4 21,474.7 21,474.7 22,125.5 84,981.3 1,619.5 799.1 799.1 823.3 4,041.0 89,022.3

DI

1995................ 1,513.2 ... ... ... 1,513.2 1,641.8 ... ... ... 1,641.8 3,154.9

1996................ 1,804.8 ... ... ... 1,804.8 1,603.8 ... ... ... 1,603.8 3,408.6

1997................ 2,143.3 16.7 16.7 17.2 2,193.9 1,376.7 2.7 2.6 2.8 1,384.9 3,578.8

1998................ 2,424.3 79.8 78.8 81.9 2,664.9 1,078.0 12.2 11.7 12.1 1,114.1 3,779.0

1999................ 2,518.5 152.5 150.7 155.1 2,977.0 961.7 30.2 29.9 31.5 1,053.2 4,030.3

2000................ 2,559.4 229.4 227.3 235.2 3,251.4 925.3 51.4 50.8 52.6 1,080.1 4,331.6

2001................ 2,639.8 312.9 310.9 321.3 3,584.9 875.5 73.2 72.5 74.5 1,095.8 4,680.8

2002................ 2,691.2 394.5 391.9 404.8 3,882.5 868.1 93.7 92.5 94.8 1,149.0 5,031.4

2003................ 2,790.2 483.0 479.5 494.7 4,247.3 903.6 113.8 112.7 115.3 1,245.3 5,492.7

2004................ 2,886.7 571.2 567.7 584.8 4,610.3 998.0 130.5 128.8 132.7 1,390.0 6,000.4

2005................ 3,033.6 674.4 671.8 691.5 5,071.3 1,123.4 140.4 138.2 142.0 1,544.0 6,615.2

2006................ 3,158.3 768.2 766.1 788.9 5,481.6 1,250.0 150.3 147.4 151.3 1,699.0 7,180.7

2007................ 3,404.5 864.0 861.0 885.8 6,015.3 1,223.0 143.2 141.8 146.3 1,654.2 7,669.5

2008................ 3,784.3 981.4 978.2 1,005.0 6,748.9 1,270.6 151.7 150.8 155.6 1,728.8 8,477.7

2009................ 4,025.1 1,053.8 1,051.1 1,081.2 7,211.1 1,224.1 151.7 150.1 154.6 1,680.6 8,891.7

2010................ 4,195.4 1,182.4 1,182.4 1,218.2 7,778.5 1,147.1 161.3 161.3 166.2 1,635.8 9,414.3

2011................ 4,464.0 1,282.7 1,282.7 1,321.5 8,350.8 1,156.5 161.7 161.7 166.6 1,646.5 9,997.3

2012................ 4,771.9 1,393.4 1,393.4 1,435.6 8,994.2 1,174.5 162.7 162.7 167.7 1,667.6 10,661.9

2013................ 5,023.0 1,485.6 1,485.6 1,530.6 9,524.8 1,177.8 160.9 160.9 165.7 1,665.3 11,190.1

2014................ 5,275.4 1,576.8 1,576.8 1,624.6 10,053.6 1,180.6 158.5 158.5 163.3 1,660.8 11,714.4

2015................ 5,529.5 1,666.8 1,666.8 1,717.4 10,580.5 1,185.3 155.9 155.9 160.6 1,657.7 12,238.2

2016................ 5,797.0 1,758.1 1,758.1 1,811.4 11,124.6 1,193.3 153.5 153.5 158.1 1,658.4 12,783.0

2017................ 6,070.1 1,850.9 1,850.9 1,907.0 11,678.9 1,204.0 151.2 151.2 155.7 1,662.1 13,341.0

2018................ 6,357.4 1,946.1 1,946.1 2,005.1 12,254.6 1,218.5 149.3 149.3 153.9 1,671.0 13,925.6

2019................ 6,660.2 2,044.2 2,044.2 2,106.2 12,854.9 1,238.8 148.1 148.1 152.6 1,687.7 14,542.6
TF Income & Outgo

280

Sources:

• Benefit payments paid by paper check calculated by applying factors to total benefit payments.

• 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 2010 Trustees Report intermediate set of assumptions.

Table IV.10.—Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks

(Calendar years 1998-2009, and calendar quarters 2010-19

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

reimbursements

to OASDI

Trust Funds

Benefit payments

paid by paper check

Unnegotiated check reimbursement

Benefit payments

paid by paper check

Unnegotiated check reimbursement

Percent of

benefit payments Amount

Percent of

benefit payments Amount

1998 ........................ $80,138.1 0.069 $55.5 $14,390.3 0.120 $17.3 $72.8

1999 ........................ 71,605.4 .075 53.8 14,806.2 .120 17.7 71.5

2000 ........................ 70,092.9 .078 55.0 15,059.7 .118 17.7 72.7

2001 ........................ 69,436.4 .083 57.7 15,806.4 .116 18.3 76.0

2002 ........................ 59,529.8 .102 61.0 17,027.0 .125 21.2 82.2

2003 ........................ 57,495.3 .099 56.9 18,087.7 .121 21.9 78.8

2004 ........................ 56,375.6 .099 55.9 19,411.8 .125 24.2 80.0

2005 ........................ 55,685.6 .096 53.7 20,348.5 .115 23.3 77.0

2006 ........................ 54,820.3 .106 58.1 21,008.1 .139 29.1 87.2

2007 ........................ 51,288.8 .135 69.1 20,803.2 .154 32.1 101.2

2008 ........................ 49,836.6 .139 69.3 21,058.3 .159 33.6 102.8

2009 ........................ 50,980.1 .127 64.5 21,701.5 .151 32.8 97.3

2010-I...................... 12,958.7 .107 13.8 5,671.1 .123 7.0 20.8

2010-II .................... 12,887.4 .120 15.5 5,739.7 .143 8.2 23.8

2010-III................... 12,731.8 .121 15.3 5,679.9 .144 8.2 23.5

2010-IV................... 12,612.5 .120 15.2 5,642.0 .143 8.1 23.3

2011-I...................... 12,459.9 .120 15.0 5,537.7 .144 7.9 23.0

2011-II .................... 12,377.4 .121 14.9 5,532.4 .144 7.9 22.9

2011-III ................... 12,237.2 .121 14.7 5,510.5 .143 7.9 22.7

2011-IV................... 12,134.9 .121 14.6 5,520.3 .144 7.9 22.5

2012-I...................... 12,143.7 .120 14.6 5,540.7 .144 8.0 22.6

2012-II .................... 12,073.0 .121 14.5 5,522.1 .143 7.9 22.5

2012-III................... 11,944.2 .121 14.4 5,488.1 .143 7.9 22.3

2012-IV................... 11,850.2 .121 14.3 5,486.5 .143 7.9 22.2

2013-I...................... 12,007.7 .120 14.5 5,516.7 .144 7.9 22.4

2013-II .................... 11,950.8 .121 14.4 5,478.7 .144 7.9 22.3

2013-III................... 11,835.5 .121 14.3 5,427.1 .144 7.8 22.1

2013-IV................... 11,753.1 .121 14.2 5,408.8 .144 7.8 21.9

2014-I...................... 11,949.7 .120 14.4 5,474.9 .144 7.9 22.3

2014-II .................... 11,893.4 .121 14.3 5,435.0 .143 7.8 22.1

2014-III................... 11,779.7 .120 14.2 5,382.3 .144 7.7 21.9

2014-IV................... 11,699.8 .120 14.1 5,362.3 .144 7.7 21.8

2015-I...................... 11,909.5 .121 14.4 5,450.5 .143 7.8 22.2

2015-II .................... 11,859.2 .120 14.3 5,411.8 .144 7.8 22.1

2015-III................... 11,752.1 .120 14.2 5,360.6 .143 7.7 21.9

2015-IV................... 11,679.6 .121 14.1 5,342.1 .144 7.7 21.7

2016-I...................... 11,895.5 .120 14.3 5,438.3 .143 7.8 22.1

2016-II .................... 11,854.2 .120 14.3 5,403.0 .143 7.8 22.0

2016-III................... 11,756.6 .121 14.2 5,354.9 .143 7.7 21.9

2016-IV................... 11,694.4 .121 14.1 5,339.8 .144 7.7 21.8

2017-I...................... 11,917.4 .121 14.4 5,441.6 .144 7.8 22.2

2017-II .................... 11,882.3 .120 14.3 5,408.8 .144 7.8 22.1

2017-III................... 11,791.4 .121 14.2 5,362.8 .144 7.7 21.9

2017-IV................... 11,735.9 .121 14.1 5,350.2 .144 7.7 21.8

2018-I...................... 11,966.9 .120 14.4 5,458.0 .143 7.8 22.3

2018-II .................... 11,938.3 .121 14.4 5,429.4 .143 7.8 22.2

2018-III................... 11,854.4 .121 14.3 5,387.2 .144 7.7 22.0

2018-IV................... 11,805.2 .120 14.2 5,378.7 .143 7.7 21.9

2019-I...................... 12,046.3 .121 14.5 5,493.0 .143 7.9 22.4

2019-II .................... 12,027.2 .121 14.5 5,470.5 .143 7.9 22.3

2019-III................... 11,953.4 .121 14.4 5,433.9 .144 7.8 22.2

2019-IV................... 11,914.7 .120 14.4 5,431.7 .143 7.8 22.2
TF Income & Outgo

281

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 2010 Trustees Report intermediate set of assumptions.

Table IV.11.—Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980.......... $324.9 $739.7 $310.9 $1.7 $1,377.2 0.0058 $8.0 $12,816.5 $56.6 $12,873.1 0.0061 $78.0 $86.0

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.......... 1,060.2 3,504.8 1,365.7 26.8 5,957.5 ... ... 54,246.4 273.5 54,519.9 .0011 59.8 59.8

2002.......... 1,104.8 3,680.8 1,430.8 29.9 6,246.3 ... ... 59,886.1 297.2 60,183.3 .0012 75.2 75.2

2003.......... 1,135.0 3,812.3 1,478.4 33.6 6,459.3 .0005 2.9 64,811.2 317.7 65,128.9 .0007 46.6 49.5

2004.......... 1,162.5 3,917.2 1,518.0 37.7 6,635.4 .0004 2.6 71,685.4 345.9 72,031.4 .0007 49.1 51.7

2005.......... 1,223.0 4,100.9 1,615.8 43.2 6,982.9 .0085 58.1 78,380.6 382.6 78,763.2 -.0001 -8.5 49.6

2006.......... 1,290.9 4,323.4 1,710.7 47.7 7,372.6 .0005 3.7 84,952.5 418.1 85,370.5 .0007 61.3 65.0

2007.......... 1,365.0 4,575.8 1,776.7 52.6 7,770.1 .0003 2.3 91,314.5 457.4 91,771.9 .0007 60.9 63.2

2008.......... 1,428.6 5,104.6 1,863.5 59.3 8,455.9 .0004 3.6 98,103.5 515.7 98,619.2 .0008 74.9 78.5

2009.......... 1,670.9 5,688.0 1,998.8 68.5 9,426.1 .0003 3.3 109,548.8 581.1 110,129.9 .0007 78.8 82.1

2010-I....... 431.3 1,442.7 512.1 18.4 2,404.5 .0002 .4 27,957.5 150.8 28,108.3 .0005 14.0 14.4

2010-II...... 435.8 1,463.2 509.7 18.7 2,427.3 .0007 1.8 28,841.9 157.4 28,999.4 .0010 29.3 31.1

2010-III .... 437.8 1,458.7 507.0 18.7 2,422.3 .0007 1.8 29,216.0 160.0 29,376.0 .0010 29.3 31.1

2010-IV .... 443.4 1,461.3 503.9 18.8 2,427.4 .0005 1.2 29,641.2 165.1 29,806.2 .0011 32.5 33.8

2011-I ....... 444.4 1,475.5 510.2 19.3 2,449.4 .0005 1.2 29,654.0 165.5 29,819.5 .0011 32.5 33.8

2011-II...... 449.1 1,491.1 515.1 19.8 2,475.1 .0005 1.2 30,007.6 168.4 30,175.9 .0011 32.5 33.8

2011-III .... 451.3 1,488.8 513.2 20.1 2,473.4 .0005 1.2 30,357.6 171.7 30,529.3 .0011 32.5 33.8

2011-IV .... 455.4 1,491.5 509.6 20.1 2,476.6 .0007 1.8 30,817.4 176.5 30,993.9 .0013 41.5 43.2

2012-I....... 464.1 1,526.1 520.5 20.8 2,531.4 .0007 1.8 31,340.7 180.7 31,521.4 .0013 41.5 43.2

2012-II...... 469.1 1,542.1 524.6 21.3 2,557.1 .0007 1.8 31,618.2 183.3 31,801.5 .0013 41.5 43.2

2012-III .... 471.5 1,539.5 521.7 21.5 2,554.2 .0007 1.8 31,892.4 186.5 32,078.8 .0013 41.5 43.2

2012-IV .... 475.8 1,542.2 517.0 21.5 2,556.5 .0009 2.2 32,285.8 191.2 32,477.1 .0017 55.2 57.5

2013-I....... 490.5 1,596.0 533.4 22.4 2,642.3 .0009 2.2 32,890.9 194.4 33,085.3 .0017 55.2 57.5

2013-II...... 495.8 1,612.5 537.1 22.9 2,668.2 .0008 2.2 33,050.1 196.3 33,246.4 .0017 55.2 57.5

2013-III .... 498.1 1,609.7 533.4 23.1 2,664.3 .0008 2.2 33,208.0 198.7 33,406.8 .0017 55.2 57.5

2013-IV .... 502.6 1,612.3 527.7 23.1 2,665.7 .0010 2.8 33,497.8 203.0 33,700.8 .0019 65.5 68.2

2014-I....... 519.3 1,672.6 545.8 24.0 2,761.7 .0010 2.8 34,328.0 208.0 34,536.0 .0019 65.5 68.2

2014-II...... 524.9 1,689.5 550.1 24.6 2,789.0 .0010 2.8 34,470.1 209.5 34,679.5 .0019 65.5 68.2

2014-III .... 527.3 1,686.3 546.7 24.8 2,785.0 .0010 2.8 34,609.9 211.5 34,821.5 .0019 65.5 68.2

2014-IV .... 532.1 1,688.8 541.2 24.7 2,786.8 .0012 3.2 34,888.0 215.6 35,103.6 .0021 75.0 78.2

2015-I....... 550.2 1,753.5 560.6 25.8 2,890.1 .0011 3.2 35,878.9 221.6 36,100.5 .0021 75.0 78.2

2015-II...... 556.0 1,770.9 565.3 26.3 2,918.4 .0011 3.2 36,008.8 222.8 36,231.6 .0021 75.0 78.2

2015-III .... 558.4 1,767.2 561.8 26.5 2,914.0 .0011 3.2 36,136.5 224.7 36,361.2 .0021 75.0 78.2

2015-IV .... 563.4 1,769.6 556.2 26.5 2,915.7 .0012 3.5 36,409.4 228.7 36,638.1 .0022 81.2 84.8

2016-I....... 582.5 1,837.3 576.4 27.6 3,023.8 .0012 3.5 37,471.4 235.0 37,706.4 .0022 81.2 84.8

2016-II...... 588.6 1,855.2 581.4 28.2 3,053.4 .0011 3.5 37,606.1 236.2 37,842.3 .0021 81.2 84.8

2016-III .... 591.2 1,851.1 577.9 28.4 3,048.5 .0011 3.5 37,738.4 238.0 37,976.4 .0021 81.2 84.8

2016-IV .... 596.5 1,853.4 572.0 28.3 3,050.3 .0012 3.8 38,022.3 242.0 38,264.3 .0023 86.2 90.0

2017-I....... 616.4 1,923.6 592.6 29.5 3,162.1 .0012 3.8 39,143.8 248.6 39,392.3 .0022 86.2 90.0

2017-II...... 622.8 1,942.0 597.4 30.1 3,192.3 .0012 3.8 39,275.2 249.7 39,524.9 .0022 86.2 90.0

2017-III .... 625.3 1,937.5 593.2 30.3 3,186.3 .0012 3.8 39,403.7 251.4 39,655.1 .0022 86.2 90.0

2017-IV .... 630.9 1,939.7 586.7 30.3 3,187.5 .0013 4.0 39,690.2 255.5 39,945.7 .0022 88.8 92.8

2018-I....... 651.8 2,012.7 607.4 31.5 3,303.4 .0012 4.0 40,873.3 262.5 41,135.8 .0022 88.8 92.8

2018-II...... 658.6 2,031.7 612.3 32.1 3,334.6 .0012 4.0 41,011.6 263.6 41,275.2 .0022 88.8 92.8

2018-III .... 661.2 2,026.7 607.8 32.3 3,328.0 .0012 4.0 41,146.7 265.4 41,412.2 .0021 88.8 92.8

2018-IV .... 667.0 2,028.7 600.8 32.3 3,328.8 .0012 4.0 41,446.5 269.7 41,716.2 .0022 91.2 95.2

2019-I....... 689.0 2,104.2 621.8 33.7 3,448.7 .0012 4.0 42,688.8 276.9 42,965.8 .0021 91.2 95.2

2019-II...... 696.0 2,123.8 626.7 34.3 3,480.8 .0011 4.0 42,837.4 278.1 43,115.5 .0021 91.2 95.2

2019-III .... 698.6 2,118.4 622.0 34.6 3,473.6 .0012 4.0 42,982.4 280.0 43,262.4 .0021 91.2 95.2

2019-IV .... 704.7 2,120.4 614.6 34.6 3,474.2 .0012 4.2 43,298.9 284.4 43,583.3 .0022 94.0 98.2
TF Income & Outgo

282

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 2010 Trustees Report intermediate set of assumptions.

Table IV.12.—Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program

(Fiscal years 1980-2019)

[Amounts in millions]

Year a

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 b Interest

Total

principal Amount Date paid

OASI

1980 ......... $2,493.7 $19.4 $1,060.2 ... ... $110.7 $1,491.1 1.0629 $1,584.9 June 2, 1981

1985 ......... 3,457.4 22.7 1,255.4 ... $62.4 408.8 2,414.9 1.0705 2,585.1 June 2, 1986

1990 ......... 4,202.8 17.4 1,277.7 ... 40.6 452.7 3,184.1 1.0598 3,374.6 June 3, 1991

1995 ......... 4,638.4 17.0 1,270.3 $51.2 46.9 276.5 3,391.0 1.0481 3,554.1 June 3, 1996

1996 ......... 4,712.2 14.8 1,290.8 ... 44.3 296.6 3,525.4 1.0461 3,688.1 June 2, 1997

1997 ......... 4,772.5 17.4 1,340.5 ... 54.7 268.7 3,500.7 1.0461 3,662.2 June 2, 1998

1998 ......... 4,829.4 15.8 1,366.9 ... 56.7 261.7 3,521.8 1.0453 3,681.4 June 2, 1999

1999 ......... 4,815.8 12.5 1,440.0 ... 96.2 257.6 3,390.1 1.0437 3,538.2 June 2, 2000

2000 ......... 4,853.7 14.6 1,378.3 326.1 138.5 257.9 3,135.2 1.0440 3,273.1 June 4, 2001

2001 ......... 4,779.2 12.3 1,419.4 ... 93.7 211.6 3,352.1 1.0421 3,493.3 June 3, 2002

2002 ......... 4,803.1 14.6 1,416.0 ... 88.7 280.7 3,452.5 1.0369 3,580.0 June 2, 2003

2003 ......... 4,887.8 15.1 1,384.1 ... 108.2 229.9 3,513.0 1.0328 3,628.1 June 2, 2004

2004 ......... 4,910.3 16.0 1,451.7 ... 117.1 234.8 3,477.2 1.0294 3,579.3 June 2, 2005

2005 ......... 4,900.3 13.8 1,528.0 ... 113.5 183.4 3,353.9 1.0310 3,458.0 June 2, 2006

2006 ......... 5,037.2 26.6 1,579.1 ... 123.3 203.1 3,460.4 1.0330 3,574.6 June 4, 2007

2007 ......... 5,165.0 15.6 1,663.8 ... 124.1 235.7 3,514.2 1.0336 3,632.3 June 2, 2008

2008 ......... 5,274.4 19.8 1,683.4 ... 120.0 208.8 3,581.5 1.0302 3,689.7 June 2, 2009

2009 ......... 5,474.6 19.1 1,643.9 ... 113.9 214.3 3,842.0 1.0235 3,932.3 June 1, 2010

2010 ......... 5,576.2 19.2 1,664.3 80.0 155.9 217.4 3,822.0 1.0268 3,924.6 June 1, 2011

2011 ......... 5,603.7 19.4 1,713.7 ... 169.1 208.0 3,845.7 1.0313 3,966.2 June 1, 2012

2012 ......... 5,696.9 19.6 1,761.1 ... 185.1 207.3 3,857.1 1.0345 3,990.3 June 1, 2013

2013 ......... 5,890.8 19.9 1,816.2 ... 206.5 211.5 3,966.1 1.0369 4,112.6 June 1, 2014

2014 ......... 6,129.6 20.1 1,875.3 ... 224.3 221.0 4,124.7 1.0378 4,280.4 June 1, 2015

2015 ......... 6,392.0 20.4 1,929.2 124.6 241.1 236.0 4,197.8 1.0378 4,356.5 June 1, 2016

2016 ......... 6,663.5 20.7 1,978.5 ... 259.2 243.0 4,530.8 1.0378 4,702.0 June 1, 2017

2017 ......... 6,939.9 20.9 2,026.3 ... 282.1 262.1 4,743.3 1.0381 4,923.9 June 1, 2018

2018 ......... 7,217.6 21.2 2,073.3 ... 305.7 278.5 4,957.8 1.0379 5,145.7 June 1, 2019

2019 ......... 7,521.9 21.5 2,117.4 ... 331.5 295.4 5,201.9 1.0378 5,398.6 June 1, 2020

DI

1980 ......... 168.1 2.2 144.6 ... ... 1.5 27.7 1.0614 29.4 June 2, 1981

1985 ......... 176.1 2.3 121.0 ... 4.3 12.9 63.2 1.0712 67.7 June 2, 1986

1990 ......... 191.7 3.4 131.9 ... .9 19.8 77.5 1.0594 82.1 June 3, 1991

1995 ......... 269.9 3.6 226.8 41.5 1.1 .9 2.1 1.0481 2.2 June 3, 1996

1996 ......... 276.8 4.2 230.6 ... 1.1 7.3 56.5 1.0461 59.1 June 2, 1997

1997 ......... 319.1 5.1 218.8 ... 1.4 48.5 149.9 1.0461 156.8 June 2, 1998

1998 ......... 323.4 4.9 216.9 ... 1.4 25.7 128.8 1.0453 134.6 June 2, 1999

1999 ......... 359.5 7.8 228.9 ... 2.4 22.5 152.7 1.0437 159.4 June 2, 2000

2000 ......... 364.2 6.4 230.5 145.0 3.6 24.5 9.3 1.0440 9.7 June 4, 2001

2001 ......... 386.5 2.5 240.8 ... 3.0 2.5 147.3 1.0421 153.5 June 3, 2002

2002 ......... 393.1 6.7 240.5 ... 3.0 11.3 161.4 1.0369 167.4 June 2, 2003

2003 ......... 444.3 3.4 235.0 ... 3.8 5.7 208.6 1.0328 215.4 June 2, 2004

2004 ......... 548.3 6.2 246.4 ... 4.8 31.8 328.3 1.0294 337.9 June 2, 2005

2005 ......... 606.8 6.7 259.4 ... 5.2 37.3 376.6 1.0310 388.3 June 2, 2006

2006 ......... 668.5 14.5 268.1 ... 6.0 33.8 431.0 1.0330 445.2 June 4, 2007

2007 ......... 664.4 8.6 282.7 ... 6.0 33.9 404.0 1.0336 417.6 June 2, 2008

2008 ......... 704.5 6.8 285.8 ... 6.4 29.0 434.5 1.0302 447.6 June 2, 2009

2009 ......... 751.5 7.9 279.2 ... 7.3 27.4 487.2 1.0234 498.6 June 1, 2010

2010 ......... 774.1 7.9 282.6 -44.7 8.3 28.0 552.3 1.0268 567.1 June 1, 2011

2011 ......... 785.2 8.0 291.0 ... 9.2 30.5 508.7 1.0314 524.6 June 1, 2012

2012 ......... 791.7 8.1 299.1 ... 10.3 28.6 503.1 1.0346 520.5 June 1, 2013

2013 ......... 799.9 8.2 308.4 ... 11.6 27.6 498.2 1.0368 516.6 June 1, 2014

2014 ......... 798.1 8.3 318.4 ... 12.3 26.5 483.7 1.0378 502.0 June 1, 2015

2015 ......... 789.0 8.4 327.6 ... 12.7 25.7 464.4 1.0379 482.0 June 1, 2016

2016 ......... 777.1 8.5 336.0 ... 13.0 25.0 444.0 1.0377 460.7 June 1, 2017

2017 ......... 764.7 8.7 344.1 ... 13.7 23.9 422.8 1.0382 439.0 June 1, 2018

2018 ......... 745.5 8.8 352.1 ... 14.1 21.3 393.3 1.0380 408.2 June 1, 2019

2019 ......... 731.3 8.9 359.6 ... 14.7 24.0 375.0 1.0377 389.2 June 1, 2020

a Defined as the period October 1–September 30 (see Public Law 93-344). b Benefit taxes not payable until 1984.
TF Income & Outgo

283

d

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 2010 Trustees Report intermediate set of assumptions.

Table IV.13.—Net Administrative Expenses from the OASI and DI Trust Funds

(Calendar years 1980-2009, and calendar quarters 2010-19)

[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

1980......................... $105,074.4 0.0110 $1,154.0 $15,437.5 0.0238 $368.0 $1,522.0

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......................... 316,311.0 .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......................... 372,369.7 .0053 1,961.2 59,579.3 .0292 1,741.1 3,702.3

2002......................... 388,170.0 .0055 2,136.6 65,645.5 .0312 2,048.6 4,185.2

2003......................... 399,892.0 .0064 2,553.3 70,905.7 .0283 2,008.2 4,561.5

2004......................... 415,081.9 .0057 2,384.3 78,202.3 .0275 2,152.1 4,536.4

2005......................... 435,372.9 .0068 2,957.2 85,394.4 .0271 2,314.7 5,271.9

2006......................... 460,456.9 .0065 3,010.5 92,384.2 .0252 2,326.2 5,336.7

2007......................... 485,880.6 .0063 3,074.5 99,085.8 .0249 2,467.8 5,542.3

2008......................... 509,056.0 .0063 3,222.9 106,301.4 .0238 2,526.4 5,749.3

2009......................... 557,159.7 .0062 3,439.1 118,328.6 .0232 2,742.7 6,181.8

2010-I...................... 142,312.2 .0061 865.4 30,208.0 .0240 723.7 1,589.2

2010-II..................... 144,213.3 .0071 1,018.2 31,207.8 .0241 751.9 1,770.1

2010-III ................... 145,225.6 .0068 993.5 31,536.3 .0228 719.6 1,713.1

2010-IV ................... 146,705.3 .0066 967.0 32,002.5 .0223 712.8 1,679.9

2011-I ...................... 147,733.4 .0064 946.7 32,009.3 .0247 789.0 1,735.8

2011-II..................... 149,432.3 .0068 1,010.9 32,403.2 .0261 845.7 1,856.6

2011-III ................... 150,484.7 .0066 986.3 32,709.0 .0247 809.4 1,795.7

2011-IV ................... 152,058.3 .0066 997.4 33,214.7 .0230 763.9 1,761.3

2012-I...................... 155,043.0 .0063 976.5 33,784.6 .0250 845.5 1,822.0

2012-II..................... 156,990.8 .0066 1,042.7 34,101.6 .0266 906.3 1,949.0

2012-III ................... 158,242.3 .0064 1,017.4 34,330.6 .0253 867.4 1,884.7

2012-IV ................... 160,019.7 .0064 1,027.2 34,770.7 .0226 787.5 1,814.7

2013-I...................... 165,215.9 .0061 1,005.6 35,414.3 .0246 871.7 1,877.3

2013-II..................... 167,404.6 .0064 1,073.8 35,603.9 .0262 934.3 2,008.1

2013-III ................... 168,837.6 .0062 1,047.7 35,709.2 .0250 894.2 1,941.9

2013-IV ................... 170,810.6 .0062 1,058.3 36,038.8 .0228 822.3 1,880.6

2014-I...................... 176,894.0 .0059 1,036.1 36,935.2 .0246 910.2 1,946.3

2014-II..................... 179,222.2 .0062 1,106.4 37,106.5 .0263 975.6 2,082.0

2014-III ................... 180,754.6 .0060 1,079.5 37,193.6 .0251 933.7 2,013.2

2014-IV ................... 182,879.6 .0060 1,089.3 37,511.8 .0230 863.0 1,952.3

2015-I...................... 189,574.2 .0056 1,066.5 38,588.0 .0248 955.2 2,021.7

2015-II..................... 192,082.0 .0059 1,138.7 38,747.9 .0264 1,023.9 2,162.6

2015-III ................... 193,741.0 .0057 1,111.1 38,820.5 .0252 979.9 2,091.0

2015-IV ................... 196,046.7 .0057 1,124.4 39,135.3 .0233 910.6 2,035.0

2016-I...................... 203,233.9 .0054 1,100.8 40,291.6 .0250 1,007.9 2,108.8

2016-II..................... 205,961.5 .0057 1,175.4 40,458.5 .0267 1,080.4 2,255.8

2016-III ................... 207,785.2 .0055 1,146.9 40,532.6 .0255 1,034.0 2,180.8

2016-IV ................... 210,316.4 .0055 1,160.7 40,860.6 .0235 961.7 2,122.5

2017-I...................... 218,026.6 .0052 1,136.4 42,083.9 .0253 1,064.5 2,200.9

2017-II..................... 220,950.7 .0055 1,213.4 42,250.8 .0270 1,141.0 2,354.4

2017-III ................... 222,916.4 .0053 1,183.9 42,317.3 .0258 1,092.0 2,275.9

2017-IV ................... 225,638.6 .0053 1,198.8 42,650.8 .0238 1,016.0 2,214.8

2018-I...................... 233,917.9 .0050 1,173.6 43,945.0 .0256 1,124.6 2,298.2

2018-II..................... 237,063.0 .0053 1,253.1 44,122.2 .0273 1,205.4 2,458.6

2018-III ................... 239,194.4 .0051 1,222.7 44,191.2 .0261 1,153.7 2,376.4

2018-IV ................... 242,116.5 .0051 1,238.8 44,541.2 .0241 1,073.5 2,312.3

2019-I...................... 251,015.9 .0048 1,212.8 45,902.8 .0259 1,188.2 2,401.1

2019-II..................... 254,370.7 .0051 1,295.0 46,094.7 .0276 1,273.6 2,568.6

2019-III ................... 256,656.8 .0049 1,263.6 46,169.9 .0264 1,218.9 2,482.5

2019-IV ................... 259,780.5 .0049 1,278.4 46,540.5 .0243 1,131.8 2,410.2
284

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 2010 Trustees Report intermediate set of assumptions. See tables V.A10 and V.B9 for low-cost and high-cost alternatives, respectively.

Table IV.14.—Operations of the OASI Trust Fund

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

Income Disbursements

Net

contributions

Income

from

taxation

of benefits a Militaryservice b

Payments

to uninsured

personsc Netinterest d Total

Benefit

payments e

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

Interfund

borrowing

transfersf

Net

increase

in fund

Fund

at end

of period

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

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

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 39,794.8 397,168.9 316,256.9 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 ......... 441,452.3 11,903.3 7.3 ... 64,737.0 518,100.0 372,312.0 1,961.2 3,273.1 377,546.4 ... 140,553.7 1,071,539.9

2002 ......... 455,198.8 12,909.2 414.0 ... 71,184.0 539,706.0 388,118.8 2,136.6 3,493.3 393,748.7 ... 145,957.3 1,217,497.2

2003 ......... 456,077.2 12,497.2 ... ... 75,237.1 543,811.4 399,845.0 2,553.3 3,580.0 405,978.3 ... 137,833.1 1,355,330.3

2004 ......... 472,133.1 14,592.5 625.0 1.3 78,986.4 566,338.4 415,034.1 2,384.3 3,628.1 421,046.5 ... 145,291.8 1,500,622.2

2005 ......... 506,862.8 13,843.3 -350.0 .1 83,979.0 604,335.1 435,383.5 2,957.2 3,579.3 441,920.0 ... 162,415.2 1,663,037.3

2006 ......... 534,786.6 15,627.9 ... g 91,816.8 642,231.4 454,496.5 3,010.5 3,458.0 460,965.0 ... 181,266.4 1,844,303.7

2007 ......... 560,877.4 17,192.0 ... g 96,965.8 675,035.3 489,074.3 3,074.5 3,574.6 495,723.4 ... 179,311.9 2,023,615.6

2008 ......... 574,555.3 15,566.2 ... g 105,340.3 695,461.9 509,336.7 3,222.9 3,632.3 516,191.9 ... 179,270.0 2,202,885.6

2009 ......... 570,391.9 19,929.7 ... g 107,886.1 698,207.7 557,098.5 3,439.1 3,689.7 564,295.2 ... 133,912.5 2,336,798.1

2010-I....... 142,083.6 5,989.9 ... ... 220.6 148,294.1 142,298.8 865.4 ... 143,164.2 ... 5,129.9 2,341,928.0

2010-II ..... 153,540.0 5,990.3 ... ... 54,502.4 214,032.8 144,199.6 1,018.2 3,932.3 149,150.1 ... 64,882.7 2,406,810.7

2010-III .... 133,023.2 5,918.2 ... ... 144.4 139,085.7 145,212.1 993.5 ... 146,205.5 ... -7,119.9 2,399,690.8

2010-IV.... 124,795.1 5,978.5 -90.0 g 53,999.3 184,684.0 146,691.3 967.0 ... 147,658.3 ... 37,025.6 2,436,716.5

2011-I....... 155,214.5 6,190.7 ... ... 487.4 161,892.2 147,719.6 946.7 ... 148,666.4 ... 13,225.8 2,449,942.3

2011-II...... 169,704.8 6,262.0 ... ... 54,906.4 230,873.3 149,418.6 1,010.9 3,924.6 154,354.2 ... 76,519.1 2,526,461.4

2011-III .... 145,097.6 6,306.1 ... ... 562.6 151,966.7 150,471.2 986.3 ... 151,457.6 ... 509.1 2,526,970.5

2011-IV .... 134,758.9 6,372.0 ... ... 56,078.3 197,210.2 152,045.5 997.4 ... 153,042.8 ... 44,167.4 2,571,137.9

2012-I....... 165,530.7 6,860.1 ... ... 934.6 173,325.5 155,030.2 976.5 ... 156,006.6 ... 17,318.9 2,588,456.9

2012-II ..... 178,354.6 6,946.2 ... ... 57,781.4 243,081.7 156,978.1 1,042.7 3,966.2 161,986.9 ... 81,094.7 2,669,551.6

2012-III .... 153,216.5 7,001.7 ... ... 933.4 161,151.0 158,229.7 1,017.4 ... 159,247.0 ... 1,904.0 2,671,455.5

2012-IV.... 144,614.4 7,080.3 ... ... 60,455.1 212,148.3 160,007.6 1,027.2 ... 161,034.8 ... 51,113.5 2,722,569.0

2013-I....... 175,863.9 7,743.4 ... ... 1,149.0 184,756.3 165,203.6 1,005.6 ... 166,209.3 ... 18,547.0 2,741,116.0

2013-II ..... 190,444.8 7,845.9 ... ... 62,811.0 261,101.9 167,392.4 1,073.8 3,990.3 172,456.6 ... 88,645.4 2,829,761.4

2013-III .... 162,625.9 7,913.1 ... ... 1,134.9 171,673.9 168,825.5 1,047.7 ... 169,873.2 ... 1,800.7 2,831,562.1

2013-IV.... 153,395.1 8,005.5 ... ... 66,187.6 227,588.0 170,799.2 1,058.3 ... 171,857.5 ... 55,730.5 2,887,292.6

2014-I....... 187,022.0 8,563.4 ... ... 1,277.8 196,863.2 176,882.4 1,036.1 ... 177,918.5 ... 18,944.7 2,906,237.4

2014-II ..... 201,420.7 8,676.1 ... ... 68,761.0 278,858.0 179,210.7 1,106.4 4,112.6 184,429.6 ... 94,428.5 3,000,665.8

2014-III .... 172,159.8 8,750.2 ... ... 733.4 181,642.6 180,743.2 1,079.5 ... 181,822.6 ... -180.1 3,000,485.8

2014-IV.... 163,653.8 8,853.1 ... ... 72,489.5 244,995.6 182,868.7 1,089.3 ... 183,958.1 ... 61,037.5 3,061,523.3

2015-I....... 197,217.1 9,381.8 ... ... 1,052.0 207,651.0 189,563.0 1,066.5 ... 190,629.6 ... 17,021.4 3,078,544.7

2015-II ..... 212,003.1 9,505.9 ... ... 74,983.2 296,493.0 192,070.9 1,138.7 4,280.4 197,490.0 ... 99,003.0 3,177,547.7

2015-III .... 180,732.2 9,588.1 ... ... 1,264.2 191,584.3 193,730.0 1,111.1 ... 194,841.2 ... -3,256.9 3,174,290.8

2015-IV.... 175,551.3 9,702.2 ... ... 77,918.3 263,172.5 196,036.1 1,124.4 ... 197,160.6 ... 66,011.9 3,240,302.7

2016-I....... 207,533.6 10,292.0 ... ... 1,421.8 219,247.7 203,223.1 1,100.8 ... 204,323.9 ... 14,923.8 3,255,226.4

2016-II ..... 225,578.7 10,430.1 ... ... 80,594.2 316,603.2 205,950.7 1,175.4 4,356.5 211,482.6 ... 105,120.6 3,360,347.0

2016-III .... 194,697.7 10,522.4 ... ... 1,387.8 206,608.2 207,774.5 1,146.9 ... 208,921.4 ... -2,313.2 3,358,033.8

2016-IV.... 181,502.0 10,650.6 ... ... 84,146.3 276,298.9 210,306.1 1,160.7 ... 211,466.8 ... 64,832.1 3,422,865.9

2017-I....... 221,115.2 11,264.0 ... ... 1,503.4 233,882.4 218,016.0 1,136.4 ... 219,152.4 ... 14,730.1 3,437,596.0

2017-II ..... 237,531.2 11,415.1 ... ... 86,838.9 335,785.0 220,940.2 1,213.4 4,702.0 226,855.5 ... 108,929.6 3,546,525.6

2017-III .... 202,265.9 11,516.6 ... ... 1,364.4 215,146.1 222,906.0 1,183.9 ... 224,089.8 ... -8,943.7 3,537,581.9

2017-IV.... 190,565.9 11,657.3 ... ... 90,960.3 293,183.5 225,628.5 1,198.8 ... 226,827.2 ... 66,356.3 3,603,938.2

2018-I....... 232,274.7 12,155.1 ... ... 1,235.8 245,665.9 233,907.5 1,173.6 ... 235,081.1 ... 10,584.8 3,614,523.0

2018-II ..... 249,350.1 12,318.6 ... ... 93,984.4 355,653.0 237,052.6 1,253.1 4,923.9 243,229.7 ... 112,423.4 3,726,946.4

2018-III .... 212,314.5 12,429.4 ... ... 1,487.7 226,231.9 239,184.1 1,222.7 ... 240,406.9 ... -14,175.0 3,712,771.4

2018-IV.... 199,811.6 12,581.2 ... ... 96,950.9 309,343.1 242,106.3 1,238.8 ... 243,345.1 ... 65,998.0 3,778,769.4

2019-I....... 242,167.6 13,099.4 ... ... 1,257.6 256,525.0 251,005.4 1,212.8 ... 252,218.2 ... 4,306.7 3,783,076.2

2019-II ..... 261,442.0 13,274.4 ... ... 99,750.8 374,467.3 254,360.2 1,295.0 5,145.8 260,801.0 ... 113,666.3 3,896,742.5

2019-III .... 221,642.0 13,393.7 ... ... 1,154.6 236,190.2 256,646.4 1,263.6 ... 257,910.0 ... -21,719.8 3,875,022.7

2019-IV.... 209,007.1 13,556.8 ... ... 103,207.8 325,771.5 259,770.3 1,278.4 ... 261,048.9 ... 64,722.7 3,939,745.4

a Income from taxation of benefits was not available until 1984. b 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 2002. Additional adjustments are expected in 2005 and quinquennially thereafter. c Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. d 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.

e 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. f 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.

g Less than $50,000.
285

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 2010 Trustees Report intermediate set of assumptions. See tables V.A11 and V.B10 for low-cost and high-cost alternatives, respectively.

Table IV.15.—Operations of the DI Trust Fund

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

Income Disbursements

Net

contributions

Income

from

taxation

of benefits a Militaryservice b

Payments

to uninsured

personsc Netinterest d Total

Benefit

payments e

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

Interfund

borrowing

transfersf

Net

increase

in fund

Fund

at end

of period

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

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

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

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.......... 74,931.8 811.5 1.7 ... 8,158.3 83,903.2 59,620.8 1,741.1 9.7 61,369.3 ... 22,534.0 140,993.2

2002.......... 77,272.0 929.7 ... ... 9,177.7 87,379.3 65,702.4 2,048.6 153.5 67,904.5 ... 19,474.8 160,467.9

2003.......... 77,441.7 944.0 ... ... 9,688.7 88,074.4 70,932.5 2,008.2 167.4 73,108.2 ... 14,966.2 175,434.2

2004.......... 80,176.1 1,110.5 105.4 ... 9,988.1 91,380.0 78,229.3 2,152.1 215.4 80,596.9 ... 10,783.1 186,217.3

2005.......... 86,077.2 1,072.6 ... ... 10,273.3 97,423.0 85,364.9 2,314.7 337.9 88,017.5 ... 9,405.5 195,622.8

2006.......... 90,807.8 1,230.1 ... ... 10,603.2 102,641.1 91,741.4 2,326.2 388.3 94,455.9 ... 8,185.2 203,808.0

2007.......... 95,243.2 1,393.0 8.0 ... 13,210.2 109,854.2 95,865.1 2,467.8 445.2 98,778.1 ... 11,076.1 214,884.2

2008.......... 97,566.3 1,312.7 ... ... 10,961.0 109,839.9 106,007.3 2,526.4 417.6 108,951.3 ... 888.6 215,772.8

2009.......... 96,864.9 1,954.8 ... ... 10,463.0 109,282.7 118,374.6 2,742.7 447.6 121,505.8 ... -12,223.2 203,549.6

2010-I ....... 24,126.4 483.9 ... ... 40.9 24,651.2 30,215.0 723.7 ... 30,938.8 ... -6,287.6 197,262.0

2010-II...... 26,065.0 484.0 ... ... 4,765.1 31,314.1 31,228.9 751.9 498.6 32,479.4 ... -1,165.3 196,096.7

2010-III..... 22,585.5 497.9 ... ... 69.6 23,153.6 31,557.4 719.6 ... 32,277.0 ... -9,123.5 186,973.3

2010-IV .... 21,189.7 505.3 ... ... 4,380.0 26,075.3 32,026.9 712.8 ... 32,739.7 ... -6,664.4 180,308.9

2011-I ....... 26,354.0 540.1 ... ... 47.6 26,942.6 32,033.9 789.0 ... 32,822.9 ... -5,880.2 174,428.7

2011-II ...... 28,810.3 546.8 ... ... 4,075.7 33,433.5 32,427.8 845.7 567.1 33,840.6 ... -407.2 174,021.5

2011-III..... 24,639.2 551.9 ... ... 50.0 25,241.0 32,733.6 809.4 ... 33,543.0 ... -8,302.0 165,719.5

2011-IV .... 22,883.1 560.4 ... ... 3,826.8 27,271.3 33,248.3 763.9 ... 34,012.2 ... -6,740.9 158,978.6

2012-I ....... 28,109.5 619.5 ... ... 41.9 28,770.4 33,818.1 845.5 ... 34,663.6 ... -5,893.2 153,085.4

2012-II...... 30,286.5 625.3 ... ... 3,549.3 34,461.7 34,135.2 906.3 524.6 35,566.0 ... -1,104.3 151,981.1

2012-III..... 26,018.6 629.6 ... ... 59.9 26,707.5 34,364.2 867.4 ... 35,231.6 ... -8,524.1 143,457.0

2012-IV .... 24,557.3 637.7 ... ... 3,229.7 28,424.3 34,818.0 787.5 ... 35,605.5 ... -7,181.2 136,275.8

2013-I ....... 29,863.9 714.0 ... ... 54.4 30,632.4 35,461.6 871.7 ... 36,333.3 ... -5,700.9 130,574.8

2013-II...... 32,339.8 717.8 ... ... 2,928.1 35,985.9 35,651.2 934.3 520.5 37,106.1 ... -1,120.2 129,454.7

2013-III..... 27,615.8 720.0 ... ... 56.1 28,392.1 35,756.6 894.2 ... 36,650.8 ... -8,258.7 121,196.0

2013-IV .... 26,048.6 726.6 ... ... 2,630.9 29,405.4 36,096.5 822.3 ... 36,918.8 ... -7,513.4 113,682.6

2014-I ....... 31,758.3 779.3 ... ... 42.2 32,579.6 36,992.8 910.2 ... 37,903.1 ... -5,323.5 108,359.1

2014-II...... 34,203.5 782.9 ... ... 2,365.2 37,352.1 37,164.2 975.6 516.6 38,656.4 ... -1,304.4 107,054.7

2014-III..... 29,234.6 784.8 ... ... 64.0 30,083.8 37,251.4 933.7 ... 38,185.0 ... -8,101.3 98,953.5

2014-IV .... 27,789.0 791.5 ... ... 2,070.1 30,651.6 37,579.1 863.0 ... 38,442.1 ... -7,790.5 91,163.0

2015-I ....... 33,489.7 843.3 ... ... 48.5 34,381.8 38,655.2 955.2 ... 39,610.4 ... -5,228.5 85,934.4

2015-II...... 36,000.3 846.8 ... ... 1,870.8 38,718.6 38,815.1 1,023.9 502.0 40,341.0 ... -1,622.4 84,312.1

2015-III..... 30,689.7 848.4 ... ... 60.0 31,598.3 38,887.8 979.9 ... 39,867.7 ... -8,269.4 76,042.7

2015-IV .... 29,810.3 855.3 ... ... 1,606.3 32,272.6 39,208.8 910.6 ... 40,119.5 ... -7,846.9 68,195.7

2016-I ....... 35,242.3 915.2 ... ... 56.9 36,214.1 40,365.0 1,007.9 ... 41,373.0 ... -5,158.9 63,036.8

2016-II...... 38,305.7 919.0 ... ... 1,364.8 40,589.8 40,531.9 1,080.4 482.0 42,094.4 ... -1,504.6 61,532.2

2016-III..... 33,062.0 920.7 ... ... 55.3 34,037.9 40,606.1 1,034.0 ... 41,640.1 ... -7,602.3 53,930.0

2016-IV .... 30,821.3 928.2 ... ... 1,127.7 32,876.8 40,939.1 961.7 ... 41,900.9 ... -9,024.0 44,905.9

2017-I ....... 37,547.6 996.9 ... ... 63.3 38,608.2 42,162.3 1,064.5 ... 43,226.8 ... -4,618.7 40,287.3

2017-II...... 40,334.7 1,000.8 ... ... 838.5 42,175.2 42,329.2 1,141.0 460.7 43,931.0 ... -1,755.8 38,531.4

2017-III..... 34,346.0 1,002.4 ... ... 60.2 35,409.6 42,395.8 1,092.0 ... 43,487.9 ... -8,078.3 30,453.1

2017-IV .... 32,360.5 1,010.3 ... ... 539.9 33,910.2 42,731.9 1,016.0 ... 43,747.9 ... -9,837.7 20,615.4

2018-I ....... 39,442.1 1,064.1 ... ... 48.0 40,555.3 44,026.0 1,124.6 ... 45,150.5 ... -4,595.2 16,020.1

2018-II...... 42,342.9 1,068.5 ... ... 271.7 43,683.1 44,203.2 1,205.4 439.0 45,847.6 ... -2,164.5 13,855.7

2018-III..... 36,053.3 1,070.2 ... ... 51.6 37,175.7 44,272.3 1,153.7 ... 45,425.9 ... -8,250.1 5,605.6

2018-IV .... 33,929.7 1,078.7 ... ... g g 44,624.7 1,073.5 ... 45,698.2 ... g g

2019-I ....... 41,121.6 1,135.6 ... ... g g 45,986.1 1,188.2 ... 47,174.4 ... g g

2019-II...... 44,395.3 1,140.3 ... ... g g 46,178.0 1,273.6 408.2 47,859.9 ... g g

2019-III..... 37,636.8 1,142.2 ... ... g g 46,253.3 1,218.9 ... 47,472.3 ... g g

2019-IV .... 35,491.1 1,151.3 ... ... g g 46,626.7 1,131.8 ... 47,758.5 ... g g

a Income from taxation of benefits was not available until 1984. b 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. c Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. d 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.

e 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. f 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.

g Under the intermediate assumptions the DI Trust Fund is projected to be exhausted in 2018. Therefore, certain trust fund operations values for 2018 and 2019 are not meaningful

under present law and are not shown in this table.
286

TF Income & Outgo

Source: All figures computed by adding corresponding OASI and DI amounts.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions. See tables V.A12 and V.B11 for low-cost and high-cost alternatives, respectively.

Table IV.16.—Operations of the Combined OASI and DI Trust Funds

(Calendar years 1980-2009, and calendar quarters 2010-19)

[In millions]

Calendar

period

Income Disbursements

Net

contributions

Income

from

taxation

of

benefits a Militaryservice b

Payments

to uninsured

personsc Netinterest d Total

Benefit

payments e

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

Interfund

borrowing

transfersf

Net

increase

in funds

Funds

at end

of period

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

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

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 27,862.0 355,577.9 302,368.3 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 -827.2 ... 64,470.6 568,432.9 407,634.9 3,788.1 3,697.6 415,120.7 ... 153,312.2 1,049,445.4

2001 ......... 516,384.1 12,714.8 9.0 ... 72,895.3 602,003.3 431,932.8 3,702.3 3,282.8 438,915.6 ... 163,087.7 1,212,533.1

2002 ......... 532,470.8 13,838.9 414.0 ... 80,361.8 627,085.3 453,821.2 4,185.2 3,646.8 461,653.2 ... 165,432.1 1,377,965.1

2003 ......... 533,518.9 13,441.2 ... ... 84,925.7 631,885.8 470,777.5 4,561.5 3,747.3 479,086.5 ... 152,799.3 1,530,764.5

2004 ......... 552,309.2 15,703.0 730.4 1.3 88,974.5 657,718.4 493,263.3 4,536.4 3,843.5 501,643.4 ... 156,075.0 1,686,839.5

2005 ......... 592,940.0 14,915.9 -350.0 .1 94,252.3 701,758.2 520,748.4 5,271.9 3,917.3 529,937.5 ... 171,820.7 1,858,660.1

2006 ......... 625,594.4 16,858.0 ... g 102,420.1 744,872.5 546,237.8 5,336.7 3,846.3 555,420.9 ... 189,451.6 2,048,111.8

2007 ......... 656,120.6 18,585.0 8.0 g 110,176.0 784,889.5 584,939.3 5,542.3 4,019.8 594,501.5 ... 190,388.0 2,238,499.7

2008 ......... 672,121.6 16,878.9 ... g 116,301.3 805,301.8 615,344.0 5,749.3 4,049.9 625,143.2 ... 180,158.7 2,418,658.4

2009 ......... 667,256.8 21,884.5 ... g 118,349.1 807,490.4 675,473.1 6,181.8 4,137.3 685,801.0 ... 121,689.3 2,540,347.7

2010-I....... 166,210.0 6,473.8 ... ... 261.5 172,945.3 172,513.8 1,589.2 ... 174,103.0 ... -1,157.7 2,539,190.0

2010-II ..... 179,605.0 6,474.3 ... ... 59,267.6 245,346.9 175,428.6 1,770.1 4,430.9 181,629.5 ... 63,717.4 2,602,907.4

2010-III .... 155,608.7 6,416.1 ... ... 214.0 162,239.2 176,769.5 1,713.1 ... 178,482.5 ... -16,243.3 2,586,664.1

2010-IV.... 145,984.8 6,483.8 -90.0 g 58,379.4 210,759.3 178,718.1 1,679.9 ... 180,398.0 ... 30,361.2 2,617,025.4

2011-I....... 181,568.5 6,730.8 ... ... 535.0 188,834.9 179,753.5 1,735.8 ... 181,489.3 ... 7,345.6 2,624,371.0

2011-II...... 198,515.1 6,808.8 ... ... 58,982.1 264,306.8 181,846.5 1,856.6 4,491.8 188,194.8 ... 76,111.9 2,700,482.9

2011-III .... 169,736.8 6,858.0 ... ... 612.6 177,207.7 183,204.8 1,795.7 ... 185,000.5 ... -7,792.8 2,692,690.1

2011-IV .... 157,642.0 6,932.4 ... ... 59,905.1 224,481.5 185,293.8 1,761.3 ... 187,055.0 ... 37,426.5 2,730,116.6

2012-I....... 193,640.2 7,479.6 ... ... 976.5 202,095.9 188,848.2 1,822.0 ... 190,670.2 ... 11,425.7 2,741,542.3

2012-II ..... 208,641.1 7,571.5 ... ... 61,330.7 277,543.4 191,113.3 1,949.0 4,490.8 197,553.0 ... 79,990.4 2,821,532.7

2012-III .... 179,235.1 7,631.3 ... ... 993.3 187,858.5 192,593.9 1,884.7 ... 194,478.6 ... -6,620.1 2,814,912.5

2012-IV.... 169,171.7 7,718.0 ... ... 63,684.8 240,572.6 194,825.5 1,814.7 ... 196,640.3 ... 43,932.3 2,858,844.8

2013-I....... 205,727.8 8,457.4 ... ... 1,203.3 215,388.7 200,665.2 1,877.3 ... 202,542.6 ... 12,846.1 2,871,690.9

2013-II ..... 222,784.6 8,563.7 ... ... 65,739.1 297,087.9 203,043.6 2,008.1 4,510.8 209,562.7 ... 87,525.2 2,959,216.0

2013-III .... 190,241.7 8,633.1 ... ... 1,190.9 200,066.1 204,582.0 1,941.9 ... 206,524.0 ... -6,458.0 2,952,758.1

2013-IV.... 179,443.7 8,732.1 ... ... 68,818.4 256,993.5 206,895.6 1,880.6 ... 208,776.3 ... 48,217.2 3,000,975.3

2014-I....... 218,780.3 9,342.7 ... ... 1,320.0 229,442.8 213,875.2 1,946.3 ... 215,821.6 ... 13,621.2 3,014,596.4

2014-II ..... 235,624.2 9,459.0 ... ... 71,126.2 316,210.1 216,375.0 2,082.0 4,629.1 223,086.0 ... 93,124.1 3,107,720.6

2014-III .... 201,394.4 9,535.0 ... ... 797.4 211,726.4 217,994.6 2,013.2 ... 220,007.7 ... -8,281.3 3,099,439.2

2014-IV.... 191,442.8 9,644.6 ... ... 74,559.6 275,647.2 220,447.8 1,952.3 ... 222,400.2 ... 53,247.0 3,152,686.3

2015-I....... 230,706.8 10,225.1 ... ... 1,100.6 242,032.8 228,218.2 2,021.7 ... 230,239.9 ... 11,792.9 3,164,479.1

2015-II ..... 248,003.4 10,352.7 ... ... 76,854.0 335,211.7 230,886.0 2,162.6 4,782.4 237,831.1 ... 97,380.6 3,261,859.8

2015-III .... 211,421.9 10,436.5 ... ... 1,324.2 223,182.6 232,617.8 2,091.0 ... 234,708.9 ... -11,526.3 3,250,333.4

2015-IV.... 205,361.6 10,557.5 ... ... 79,524.6 295,445.1 235,245.0 2,035.0 ... 237,280.1 ... 58,165.0 3,308,498.4

2016-I....... 242,775.9 11,207.2 ... ... 1,478.7 255,461.7 243,588.1 2,108.8 ... 245,696.9 ... 9,764.9 3,318,263.3

2016-II ..... 263,884.4 11,349.1 ... ... 81,959.0 357,193.1 246,482.6 2,255.8 4,838.5 253,577.1 ... 103,616.0 3,421,879.3

2016-III .... 227,759.7 11,443.1 ... ... 1,443.1 240,646.1 248,380.6 2,180.8 ... 250,561.5 ... -9,915.5 3,411,963.8

2016-IV.... 212,323.3 11,578.8 ... ... 85,274.0 309,175.7 251,245.2 2,122.5 ... 253,367.7 ... 55,808.1 3,467,771.9

2017-I....... 258,662.8 12,260.9 ... ... 1,566.7 272,490.6 260,178.3 2,200.9 ... 262,379.2 ... 10,111.4 3,477,883.3

2017-II ..... 277,865.9 12,415.9 ... ... 87,677.4 377,960.2 263,269.3 2,354.4 5,162.7 270,786.4 ... 107,173.7 3,585,057.0

2017-III .... 236,611.9 12,519.0 ... ... 1,424.6 250,555.7 265,301.8 2,275.9 ... 267,577.7 ... -17,022.0 3,568,035.0

2017-IV.... 222,926.4 12,667.6 ... ... 91,500.1 327,093.7 268,360.5 2,214.8 ... 270,575.2 ... 56,518.6 3,624,553.5

2018-I....... 271,716.8 13,219.2 ... ... 1,283.8 286,221.2 277,933.5 2,298.2 ... 280,231.6 ... 5,989.6 3,630,543.2

2018-II ..... 291,693.0 13,387.1 ... ... 94,256.1 399,336.1 281,255.9 2,458.6 5,362.8 289,077.2 ... 110,258.9 3,740,802.1

2018-III .... 248,367.8 13,499.6 ... ... 1,539.3 263,407.6 283,456.4 2,376.4 ... 285,832.7 ... -22,425.1 3,718,377.0

2018-IV.... 233,741.3 13,659.9 ... ... 96,946.2 344,347.0 286,731.0 2,312.3 ... 289,043.3 ... 55,303.7 3,773,680.6

2019-I....... 283,289.2 14,235.0 ... ... 1,281.5 298,807.4 296,991.5 2,401.1 ... 299,392.6 ... -585.2 3,773,095.4

2019-II ..... 305,837.3 14,414.7 ... ... 99,422.6 419,675.5 300,538.2 2,568.6 5,554.0 308,660.9 ... 111,014.6 3,884,110.0

2019-III .... 259,278.8 14,535.9 ... ... 1,174.0 274,988.8 302,899.8 2,482.5 ... 305,382.3 ... -30,393.5 3,853,716.5

2019-IV.... 244,498.2 14,708.1 ... ... 102,492.2 361,699.2 306,397.1 2,410.2 ... 308,807.4 ... 52,891.9 3,906,608.3

a Income from taxation of benefits was not available until 1984. b 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, 2000, and 2002. Additional adjustments are expected in 2005 and quinquennially thereafter. c Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. d 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.

e 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. f 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.

g Less than $50,000.
287

TF Income & Outgo

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 2010 Trustees Report intermediate set of assumptions. See tables V.A13 and V.B12 for

low-cost and high-cost alternatives, respectively.

Table IV.17.—Trust Fund Ratios a of the OASI, DI, and Combined Trust Funds

(Calendar years 1980-2009, and calendar quarters 2010-19)

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

1980................................... 22.9 35.5 24.5

1985................................... 24.0 27.2 24.3

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................................... 246.6 193.0 239.1

2002................................... 272.1 207.6 262.7

2003................................... 299.9 219.5 287.6

2004................................... 321.9 217.7 305.1

2005................................... 339.6 211.6 318.3

2006................................... 360.8 207.1 334.6

2007................................... 372.0 206.3 344.5

2008................................... 392.0 197.2 358.1

2009................................... 390.4 177.6 352.7

2010-I ................................ 398.6 158.5 355.5

2010-II............................... 395.8 151.4 351.7

2010-III ............................. 403.2 148.9 357.3

2010-IV ............................. 398.5 140.6 351.9

2011-I ................................ 401.1 134.3 352.8

2011-II............................... 398.5 128.2 349.5

2011-III.............................. 405.9 126.3 355.2

2011-IV ............................. 400.9 118.8 349.8

2012-I ................................ 402.8 112.7 350.3

2012-II............................... 399.2 107.3 346.5

2012-III ............................. 405.1 105.3 351.3

2012-IV ............................. 399.0 98.5 345.3

2013-I ................................ 400.1 92.7 345.5

2013-II............................... 396.1 87.9 341.6

2013-III ............................. 401.9 86.2 346.4

2013-IV ............................. 395.5 79.9 340.3

2014-I ................................ 396.5 74.2 340.5

2014-II............................... 392.3 70.0 336.6

2014-III ............................. 398.0 68.4 341.3

2014-IV ............................. 391.2 62.5 335.0

2015-I ................................ 392.4 57.0 335.4

2015-II............................... 387.8 53.1 331.2

2015-III ............................. 393.4 51.6 335.8

2015-IV ............................. 386.2 46.0 329.3

2016-I ................................ 387.5 40.8 329.8

2016-II............................... 382.5 37.3 325.4

2016-III ............................. 387.9 36.0 329.9

2016-IV ............................. 380.9 31.3 323.7

2017-I ................................ 381.6 25.7 323.7

2017-II............................... 376.6 22.8 319.3

2017-III ............................. 381.7 21.6 323.7

2017-IV ............................. 374.1 16.9 317.0

2018-I ................................ 374.6 11.3 316.8

2018-II............................... 369.1 8.7 312.1

2018-III ............................. 373.9 7.4 316.2

2018-IV ............................. 366.1 3.0 309.2

2019-I ................................ 366.2 b 308.8

2019-II............................... 360.2 b 303.6

2019-III ............................. 364.5 b 307.4

2019-IV ............................. 356.2 b 300.0

a Represents assets at beginning of period, plus January advance tax transfers (1984-90), as a percentage of disbursements during the following 12-month period.

b Under the intermediate assumptions, the DI Trust Fund is projected to be exhausted by the end of 2018. Therefore, the

DI trust fund ratios for 2019 are not meaningful under present law and are not shown in this table.
TF Income & Outgo

288

Sources:

• Effective taxable payroll from econometric model in the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

• 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 2010 Trustees Report intermediate set of assumptions. See tables V.A14 and V.B13 for low-cost and high-cost alternatives, respectively.

Table IV.18.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds

(Calendar years 1980-2019)

[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

1980 ..................... 9.02 9.34 -0.32 1.16 1.38 -0.22 10.18 10.72 -0.54

1981 ..................... 9.70 9.97 -.27 1.33 1.39 -.06 11.03 11.36 -.33

1982 ..................... 9.27 10.60 -1.32 1.65 1.34 .31 10.93 11.94 -1.01

1983 ..................... 9.65 10.26 -.61 1.28 1.22 .06 10.93 11.48 -.55

1984 ..................... 10.38 10.06 .32 1.00 1.15 -.15 11.39 11.22 .17

1985 ..................... 10.58 9.93 .65 1.07 1.13 -.06 11.64 11.05 .59

1986 ..................... 10.54 9.82 .72 1.01 1.11 -.10 11.55 10.93 .62

1987 ..................... 10.54 9.60 .94 1.01 1.10 -.09 11.54 10.69 .85

1988 ..................... 11.16 9.57 1.59 1.06 1.08 -.02 12.22 10.65 1.57

1989 ..................... 11.31 9.51 1.80 1.08 1.06 .02 12.38 10.57 1.81

1990 ..................... 11.47 9.66 1.82 1.18 1.09 .10 12.66 10.74 1.91

1991 ..................... 11.51 10.15 1.36 1.21 1.18 .03 12.72 11.33 1.39

1992 ..................... 11.34 10.27 1.07 1.20 1.27 -.06 12.54 11.54 1.00

1993 ..................... 11.25 10.38 .88 1.20 1.35 -.16 12.45 11.73 .72

1994 ..................... 10.73 10.22 .51 1.86 1.40 .46 12.59 11.62 .97

1995 ..................... 10.64 10.22 .42 1.87 1.44 .43 12.51 11.67 .85

1996 ..................... 10.70 10.06 .65 1.88 1.48 .40 12.58 11.53 1.05

1997 ..................... 10.91 9.83 1.08 1.73 1.44 .29 12.63 11.27 1.37

1998 ..................... 10.82 9.45 1.37 1.69 1.42 .27 12.51 10.87 1.64

1999 ..................... 10.90 9.09 1.80 1.71 1.42 .29 12.61 10.51 2.09

2000 ..................... 10.84 8.97 1.87 1.78 1.42 .36 12.62 10.40 2.23

2001 ..................... 10.90 9.08 1.82 1.82 1.48 .35 12.73 10.56 2.17

2002 ..................... 11.06 9.29 1.76 1.85 1.60 .24 12.90 10.90 2.01

2003 ..................... 10.79 9.35 1.44 1.81 1.68 .12 12.60 11.03 1.56

2004 ..................... 10.74 9.28 1.46 1.79 1.78 .02 12.53 11.05 1.48

2005 ..................... 10.96 9.31 1.65 1.84 1.85 -.02 12.79 11.16 1.63

2006 ..................... 10.96 9.18 1.78 1.83 1.88 -.05 12.79 11.06 1.73

2007 ..................... 11.03 9.46 1.57 1.84 1.88 -.04 12.87 11.34 1.53

2008 ..................... 10.90 9.53 1.37 1.83 2.01 -.19 12.73 11.55 1.18

2009 ..................... 11.19 10.70 .49 1.87 2.30 -.43 13.07 13.00 .06

2010 ..................... 10.57 10.74 -.16 1.76 2.35 -.60 12.33 13.09 -.76

2011 ..................... 11.07 10.68 .39 1.84 2.36 -.52 12.91 13.04 -.12

2012 ..................... 11.03 10.52 .52 1.84 2.32 -.49 12.87 12.84 .03

2013 ..................... 11.06 10.54 .52 1.84 2.28 -.44 12.90 12.82 .08

2014 ..................... 11.08 10.63 .45 1.84 2.24 -.39 12.92 12.86 .06

2015 ..................... 11.10 10.77 .33 1.84 2.21 -.37 12.94 12.98 -.04

2016 ..................... 11.12 10.92 .20 1.84 2.18 -.34 12.96 13.10 -.14

2017 ..................... 11.14 11.14 .01 1.85 2.17 -.32 12.99 13.30 -.32

2018 ..................... 11.17 11.39 -.22 1.85 2.16 -.31 13.01 13.55 -.53

2019 ..................... 11.18 11.68 -.50 1.85 2.15 -.31 13.03 13.84 -.81
TF Income & Outgo

289

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Figure 5.—Income of the Combined OASI and DI 

Trust Funds, Calendar Year 2009

[In billions]

Figure 7.—Assets of the Combined OASI and DI 

Trust Funds, as of December 31, 2009

[In billions]

Taxation of 

benefits

$21.9

(2.7%)

Interest

$118.3

(14.7%)

Payroll tax

$667.3

(82.6%)

OASI

$2,336.8

(92.0%)

DI

$203.5

(8.0%)

Figure 6.—Outgo of the Combined OASI and DI

Trust Funds, Calendar Year 2009

[In billions]

Figure 8.—Trust Fund Ratios of the OASI and DI 

Trust Funds, Calendar Years 1980-2019

[In percent]

Benefit payments

$675.5

(98.5%)

Railroad

transfers

$4.1

(0.6%)

Administrative

expenses

$6.2

(0.9%)

0.0

50.0

100.0

150.0

200.0

250.0

300.0

350.0

400.0

450.0

500.0

1980 1985 1990 1995 2000 2005 2010 2015 2020

Beginning of calendar year

OASI

DI

Historical Estimated
Alternative Assumptions

290

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 Assumptions

Table V.A1 shows the principal low-cost economic assumptions. Economic activity is assumed to be stronger than in

the intermediate projection. Specifically, the annual percentage change in the total U.S. economy productivity averages

about 2.1 percent over the 2009-2014 period, and approaches

the ultimate assumed rate of 2.0 percent near the end of the

short-range period. The annual percent increase in average

covered wages is lower than the intermediate set beginning

in 2011, approaching a level of 3.6 percent at the end of the

short-range period. The ultimate level of CPI is a full percentage point lower under low-cost with a real-wage differential of 1.8 percent reached after the end of the short-range

period.

Table V.A2 presents additional economic factors under the

low-cost assumptions, which show a better employment picture than the intermediate assumptions. Specifically, the

average annual change in real GDP over the period 2010-

2019 is 3.5 percent, which is somewhat higher than the 3.0

percent average over the same period under the intermediate

assumptions. The ultimate unemployment rate is a full percentage point lower.

Tables V.A3 shows the nominal interest rates for invested

assets of the trust funds, which are expected to be slightly

lower than those under the intermediate assumptions after

2011.

Automatically Adjusted Program Parameters

Tables V.A4 and V.A5 show the automatically adjusted program parameters. Compared to the intermediate projections,

benefit increases are lower beginning in 2011 (by a full percentage point from 2014 and on), due to projected lower

rates of inflation. The low-cost estimates assume there will

be no automatic cost-of-living benefit increase for December

2010. Automatic cost-of-living benefit increases are projected to resume in December 2011, and increases thereafter

until it reaches the ultimate rate of 1.8 percent in 2013.

Increases in the average wages used for Social Security

indexing purposes are lower starting in 2011. 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 2013 and later. For example, the increase in the PIA bend points for 2013 is roughly

the same as the increase in the average wage index for

2011—3.5 percent.

Demographic Assumptions

Table V.A6 shows low-cost demographic assumptions. By

2019, the fertility rate of 2.17 is higher than the rate of 2.05

for the intermediate set. Mortality rates are higher under

low-cost assumptions, resulting in lower program costs. Life

expectancy at age 65 is about 5 months shorter for both

males and females by 2019. Net immigration is estimated to

be higher under low-cost assumptions throughout the projection period, averaging 362,000 more immigrants annually

from 2010-2019.

Programmatic Assumptions

Table V.A7 shows low-cost programmatic 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 2019. Fully insured rates are about the same as under the

intermediate set, while disability insured rates are slightly

lower in the low-cost assumptions. 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.A8 and V.A9 summarize the number

of beneficiaries in current-payment status and benefit payments based on low-cost assumptions.

The total number of OASDI beneficiaries is nearly 1.7 million lower by the end of 2019 than in the intermediate projection. The estimated number of retired workers is lower

due to higher assumed mortality rates. The number of disabled workers is lower due to decreased incidence rates and

higher termination rates under low-cost assumptions.

Lower benefit amounts are also projected under low-cost

assumptions due to lower inflation and wage growth. Fewer

beneficiaries combined with lower benefits result in lower

total benefit payments—roughly $1,099 billion in 2019 for
Low Cost

291

the combined OASI and DI Trust Funds, compared to $1,207

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.A10-V.A12 show the progress of the OASI, DI, and combined funds. Assets are projected to increase more rapidly

under the low-cost assumptions—roughly $4.4 trillion combined by the end of 2019, compared to $3.9 trillion based on

intermediate assumptions.

Table V.A13 shows the status of the trust funds as measured

by trust fund ratios. OASI and DI trust fund ratios reach 417

and 103 percent, respectively, by the beginning of 2019,

compared to 366 for the OASI Trust Fund and the projected

exhaustion of the DI Trust Fund under the intermediate projections.

Table V.A14 shows annual income rates and cost rates for

the trust funds. As expected, higher balances result under the

low-cost alternative—a surplus of 0.25 percent of taxable

payroll by 2019 for the OASDI program, compared to a deficit of 0.81 percent under intermediate projections.
Alternative Assumptions

292

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2010 Trustees Report low-cost set of assumptions. See tables II.1 and V.B1 for intermediate and high-cost alternatives, respectively.

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2010 Trustees Report low-cost set of assumptions. See tables II.2 and V.B1 for intermediate and high-cost alternatives, respectively.

Table V.A1.—Principal Economic Assumptions

(Low-cost alternative, calendar years 2010-19)

Calendar year

Annual percentage change in--

Productivity:

Total U.S.

economya

a Total U.S. economy productivity is the ratio of gross domestic product (GDP) to total hours worked by all workers.

Earnings as a

percent of

compensationb

b The ratio of total earnings to total compensation. Total earnings is the sum of wage and salary disbursements and proprietor’s income. Total compensation is the sum of employee

compensation and proprietor’s income.

Average

hours workedc

c Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.

GDP

price indexd

d The GDP price index measures the prices paid for goods and services produced by the U.S. economy.

Annual average

wage in covered

employmente

e Total wages per worker in employment covered by the OASDI program.

Consumer

Price Indexf

f 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).

Real-wage

differentialg

g 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.

2010 ......................... 4.2 0.2 -0.3 1.2 5.5 1.8 3.6

2011 ......................... 1.7 .1 .5 .9 3.6 1.1 2.5

2012 ......................... 1.4 .3 .5 1.3 4.2 1.6 2.6

2013 ......................... 1.4 .1 .3 1.5 4.1 1.8 2.3

2014 ......................... 1.4 -.1 .2 1.5 3.9 1.8 2.1

2015 ......................... 1.3 -.2 .1 1.5 3.6 1.8 1.8

2016 ......................... 1.6 .1 .1 1.5 3.9 1.8 2.1

2017 ......................... 1.8 .1 .1 1.5 3.7 1.8 1.9

2018 ......................... 1.9 .2 .1 1.5 3.7 1.8 1.9

2019 ......................... 1.9 .0 .1 1.5 3.8 1.8 2.0

Table V.A2.—Additional Economic Factors

(Low-cost alternative, calendar years 2010-19)

Calendar year

Average annual

unemployment ratea

(percent)

a Civilian.

Average annual percentage change in-- Average annual interest rate (percent)

Labor forcea Total employmentb

b Civilian employment plus U.S. Armed Forces.

Real GDPc

c The real gross domestic product (GDP) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 2000 dollars.

Nominald

d 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.

Reale

e Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

2010 ......................... 9.8 0.0 -0.6 3.2 3.6 1.1

2011 ......................... 9.0 .9 1.8 4.2 4.5 2.5

2012 ......................... 7.8 1.4 2.7 4.6 5.3 2.9

2013 ......................... 6.7 1.5 2.6 4.5 5.5 3.5

2014 ......................... 5.7 1.4 2.4 4.0 5.5 3.7

2015 ......................... 4.9 1.2 2.1 3.6 5.5 3.7

2016 ......................... 4.5 1.1 1.5 3.2 5.4 3.7

2017 ......................... 4.5 .9 .9 2.8 5.3 3.6

2018 ......................... 4.5 .5 .5 2.5 5.4 3.6

2019 ......................... 4.5 .4 .4 2.4 5.4 3.6
Low-Cost

293

Sources:

• Rates projected by Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group. These rates apply only to new investments for the month shown. The average

nominal interest rate is the average of the 12 monthly rates.

• Effective rates earned by the combined OASI and DI Trust Funds are based on a dollar-weighted rate of return over 6-month periods.

Note: Estimates based on 2010 Trustees Report low-cost set of assumptions. See tables II.3 and V.B2 for intermediate and high-cost alternatives, respectively.

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 2010 Trustees Report low-cost set of assumptions. See tables II.4 and V.B3 for intermediate and high-cost alternatives, respectively.

Source: Figures based on average amount of total wages.

Note: Estimates based on 2010 Trustees Report low-cost set of assumptions. See tables II.5 and V.B4 for intermediate and high-cost alternatives, respectively.

Table V.A3.—Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds

(Low-cost alternative, calendar years 2010-19)

Calendar

year January February March April May June July August September October November December

Average

nominal

rate

OASDI

effective

rate

2010........ 3.125 3.250 3.250 3.375 3.500 3.625 3.625 3.750 3.750 3.875 4.000 4.000 3.594 4.684

2011........ 3.875 4.000 4.125 4.375 4.375 4.500 4.625 4.625 4.750 4.750 4.875 4.875 4.479 4.600

2012........ 5.000 5.000 5.125 5.125 5.250 5.250 5.375 5.375 5.375 5.500 5.500 5.500 5.281 4.625

2013........ 5.500 5.500 5.500 5.500 5.500 5.500 5.625 5.500 5.500 5.500 5.500 5.500 5.510 4.706

2014........ 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.625 5.500 5.500 5.510 4.787

2015 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 4.856

2016........ 5.500 5.500 5.500 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.406 4.916

2017........ 5.250 5.250 5.250 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.344 4.990

2018........ 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.075

2019........ 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.140

Table V.A4.—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 2010-19)

Year

OASDI

benefit increasea

(percent)

a Effective with benefits payable for December in each year.

Average wageb

b Average wages used for Social Security indexing purposes.

Increase in average

wage indexc

(percent)

c Increase in the average wage index over the prior year.

OASDI

contribution and

benefit base d

d See Glossary for definition of “Annual maximum taxable limit”.

Retirement earnings test exempt amounts

Under normal

retirement agee

e See Glossary for definition of “Normal retirement age—NRA”.

Normal

retirement age f

f Public Law 106-182 eliminated 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. 

2010..................................... 0.0 $43,233.23 g 5.3

g Based on estimated average wage index of $41,067.59 for 2009.

$106,800 $14,160 $37,680

2011 ..................................... .4 44,759.07 3.5 106,800 14,160 37,680

2012..................................... 1.7 46,620.50 4.2 114,300 15,120 40,320

2013..................................... 1.8 48,494.23 4.0 118,200 15,720 41,760

2014..................................... 1.8 50,372.83 3.9 123,300 16,320 43,440

2015..................................... 1.8 52,169.53 3.6 128,100 17,040 45,240

2016..................................... 1.8 54,201.02 3.9 133,200 17,640 47,040

2017..................................... 1.8 56,224.83 3.7 137,700 18,240 48,720

2018..................................... 1.8 58,334.76 3.8 143,100 18,960 50,520

2019..................................... 1.8 60,532.75 3.8 148,500 19,680 52,440

Table V.A5.—Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions

(Low-cost alternative, calendar years 2010-19)

Year

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

for a quarter

of coveragea

a See Glossary for a description of quarter-of-coverage requirements prior to 1978.

“Old-law”

contribution and

benefit baseb

b 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. 

First Second First Second Third

2010......................... $761 $4,586 $972 $1,403 $1,830 $1,120 $79,200

2011......................... 756 4,556 966 1,394 1,818 1,120 79,200

2012......................... 796 4,797 1,017 1,468 1,914 1,170 84,900

2013......................... 824 4,966 1,053 1,520 1,982 1,210 87,900

2014......................... 858 5,172 1,096 1,583 2,064 1,260 91,500

2015......................... 893 5,380 1,141 1,646 2,147 1,310 95,100

2016......................... 927 5,589 1,185 1,710 2,230 1,360 98,700

2017......................... 960 5,788 1,227 1,771 2,310 1,410 102,300

2018......................... 998 6,013 1,275 1,840 2,400 1,470 106,200

2019......................... 1,035 6,238 1,322 1,909 2,489 1,520 110,400
Alternative Assumptions

294

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis and Alternative Models Group.

Note: Estimates based on 2010 Trustees Report low-cost set of assumptions. See tables II.6 and V.B5 for intermediate and high-cost alternatives, respectively.

Sources: 

• Covered persons used in calculating coverage rate from the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group. Population figures from the Office of

the Chief Actuary, Demographic Analysis and Alternative Models Group.

• 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 2010 Trustees Report low-cost set of assumptions. See tables II.9 and V.B6 for intermediate and high-cost alternatives, respectively.

Table V.A6.—Selected OASDI Short-Range Demographic Assumptions

(Low-cost alternative, calendar years 2010-19)

Year

Total

fertility rate a

a 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 2034.

Age-sexadjusted

death rate b

(per 100,000)

b The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 2000, if that population were to experience the death rates by age

and sex observed in, or assumed for, the selected year.

Period life expectancy c

c 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

Male Female Male Female Legal Other

2010 ............................... 2.10 789.7 75.7 80.3 17.2 19.7 910,000 535,000

2011................................ 2.10 789.7 75.7 80.3 17.2 19.6 960,000 625,000

2012 ............................... 2.11 789.2 75.8 80.3 17.3 19.6 960,000 610,000

2013 ............................... 2.12 788.1 75.9 80.3 17.3 19.6 960,000 595,000

2014 ............................... 2.13 786.7 75.9 80.3 17.3 19.6 960,000 580,000

2015 ............................... 2.14 785.0 76.0 80.4 17.3 19.6 960,000 565,000

2016 ............................... 2.15 783.0 76.0 80.4 17.4 19.6 960,000 555,000

2017 ............................... 2.15 780.8 76.1 80.4 17.4 19.6 960,000 540,000

2018 ............................... 2.16 778.4 76.1 80.4 17.4 19.7 960,000 530,000

2019 ............................... 2.17 776.0 76.2 80.5 17.5 19.7 960,000 520,000

Table V.A7.—Selected OASDI Short-Range Programmatic Assumptions

(Low-cost alternative, calendar years 2010-19)

Year

Insured status

Coverage ratea

(percent)

a The coverage rate is the number of persons with any covered employment during the year as a percentage of the average beginning of year and end of year total population aged 16

or older.

Fully b

(percent)

b 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.

Disabilityc

(percent)

c 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.

Disability

incidence rated

(per thousand)

d 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 exposure for calendar year 2000.

Disability

termination ratee

(percent)

e 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.

2010 .................................... 62.84 83.78 70.68 6.06 80.07

2011 .................................... 63.33 84.28 70.65 5.68 77.83

2012 .................................... 64.17 84.80 70.73 5.42 85.13

2013 .................................... 65.01 85.32 70.83 4.80 90.24

2014 .................................... 65.70 85.82 70.85 4.52 89.68

2015 .................................... 66.25 86.32 70.91 4.36 90.49

2016 .................................... 66.49 86.81 70.94 4.28 90.43

2017 .................................... 66.46 87.29 70.89 4.32 91.80

2018 .................................... 66.23 87.76 70.82 4.33 92.55

2019 .................................... 65.86 88.23 70.75 4.35 93.05
Low-Cost

295

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 2010 Trustees Report low-cost set of assumptions.See tables III.B92 and V.B7 for intermediate and high-cost alternatives, respectively.

Table V.A8.—Summary of OASDI Beneficiaries In Current-Payment Status

(Low-cost alternative, end of calendar quarters 2010-19)

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefiTotal ciaries

Retired

workers Spouses Children Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and

aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Spouses Children

2010-I ........... 53,035,249 36,797,969 33,883,573 2,336,247 578,149 6,409,724 1,951,153 152,392 4,068,447 237,732 9,827,555 7,873,992 159,914 1,793,648 1

2010-II .......... 53,440,049 37,126,190 34,201,844 2,347,351 576,995 6,399,298 1,926,491 156,593 4,079,149 237,065 9,914,560 7,963,220 161,021 1,790,320 1

2010-III......... 53,670,061 37,316,528 34,400,549 2,351,202 564,777 6,366,164 1,882,665 158,314 4,085,488 239,698 9,987,369 8,052,454 162,019 1,772,897 ...

2010-IV......... 54,017,882 37,524,379 34,599,253 2,350,399 574,727 6,386,489 1,914,270 156,820 4,073,582 241,817 10,107,014 8,129,110 162,170 1,815,734 ...

2011-I............ 54,485,239 37,878,229 34,935,571 2,350,447 592,211 6,389,793 1,944,280 149,390 4,055,002 241,122 10,217,217 8,200,416 162,718 1,854,082 ...

2011-II .......... 54,881,617 38,216,352 35,271,889 2,351,546 592,917 6,383,109 1,922,750 153,840 4,065,479 241,039 10,282,156 8,275,009 163,199 1,843,948 ...

2011-III......... 55,104,506 38,417,332 35,482,775 2,353,529 581,028 6,354,134 1,881,226 155,652 4,074,215 243,041 10,333,040 8,349,609 163,617 1,819,815 ...

2011-IV......... 55,446,182 38,636,769 35,693,661 2,350,941 592,167 6,377,468 1,914,051 154,301 4,064,602 244,514 10,431,945 8,412,492 163,253 1,856,200 ...

2012-I ........... 55,927,273 39,034,717 36,072,794 2,351,065 610,858 6,383,854 1,945,080 147,107 4,048,392 243,276 10,508,702 8,454,311 163,407 1,890,984 ...

2012-II .......... 56,338,823 39,416,025 36,451,927 2,352,214 611,884 6,380,489 1,924,981 151,612 4,061,228 242,669 10,542,309 8,499,821 163,525 1,878,963 ...

2012-III......... 56,561,007 39,643,696 36,689,674 2,354,338 599,684 6,354,966 1,885,005 153,522 4,072,283 244,157 10,562,345 8,545,334 163,609 1,853,401 ...

2012-IV......... 56,901,871 39,891,183 36,927,421 2,351,980 611,782 6,381,400 1,918,903 152,312 4,065,081 245,104 10,629,288 8,580,077 162,954 1,886,257 ...

2013-I ........... 57,375,620 40,330,043 37,346,841 2,351,529 631,673 6,388,098 1,950,692 145,315 4,048,597 243,494 10,657,479 8,584,448 162,082 1,910,949 ...

2013-II .......... 57,782,220 40,751,586 37,766,262 2,352,328 632,996 6,384,978 1,931,689 149,877 4,060,883 242,529 10,645,656 8,592,772 161,245 1,891,640 ...

2013-III......... 57,985,449 41,004,230 38,029,554 2,354,216 620,460 6,360,001 1,892,943 151,877 4,071,541 243,640 10,621,218 8,601,096 160,439 1,859,684 ...

2013-IV......... 58,306,690 41,277,923 38,292,847 2,351,615 633,461 6,386,563 1,927,605 150,791 4,063,959 244,208 10,642,204 8,600,416 159,017 1,882,771 ...

2014-I ........... 58,775,287 41,722,598 38,717,194 2,350,957 654,447 6,394,861 1,960,013 143,961 4,048,153 242,733 10,657,828 8,595,941 158,060 1,903,827 ...

2014-II .......... 59,179,022 42,149,210 39,141,540 2,351,711 655,959 6,393,530 1,941,945 148,583 4,061,099 241,903 10,636,282 8,595,396 157,143 1,883,743 ...

2014-III......... 59,377,983 42,404,683 39,408,135 2,353,622 642,926 6,370,417 1,904,169 150,670 4,072,441 243,137 10,602,883 8,594,851 156,264 1,851,768 ...

2014-IV......... 59,692,936 42,682,481 39,674,729 2,351,034 656,718 6,398,547 1,939,515 149,694 4,065,503 243,835 10,611,908 8,585,912 154,797 1,871,199 ...

2015-I ........... 60,168,757 43,143,164 40,116,654 2,349,088 677,422 6,405,241 1,972,223 143,005 4,047,664 242,350 10,620,352 8,575,223 153,881 1,891,249 ...

2015-II .......... 60,579,823 43,585,067 40,558,579 2,348,672 677,816 6,402,387 1,954,529 147,692 4,058,659 241,507 10,592,369 8,568,486 153,006 1,870,876 ...

2015-III......... 60,780,128 43,849,828 40,836,893 2,349,439 663,496 6,377,592 1,916,974 149,864 4,068,016 242,739 10,552,708 8,561,749 152,170 1,838,789 ...

2015-IV......... 61,096,530 44,137,340 41,115,207 2,345,699 676,434 6,404,233 1,952,775 148,989 4,059,035 243,434 10,554,957 8,546,958 150,760 1,857,239 ...

2016-I ........... 61,588,684 44,612,669 41,572,556 2,343,244 696,869 6,412,687 1,985,757 142,405 4,042,605 241,921 10,563,328 8,535,633 150,040 1,877,654 ...

2016-II .......... 62,015,454 45,069,110 42,029,905 2,342,382 696,823 6,411,373 1,968,062 147,149 4,055,121 241,042 10,534,971 8,528,239 149,352 1,857,381 ...

2016-III......... 62,225,483 45,342,672 42,318,090 2,342,711 681,871 6,387,977 1,930,379 149,391 4,065,945 242,263 10,494,834 8,520,844 148,692 1,825,298 ...

2016-IV......... 62,552,594 45,639,101 42,606,276 2,338,539 694,286 6,416,423 1,966,509 148,595 4,058,373 242,946 10,497,070 8,505,483 147,456 1,844,131 ...

2017-I ........... 63,060,395 46,125,825 43,076,125 2,335,261 714,439 6,423,960 1,999,914 142,094 4,040,760 241,192 10,510,610 8,495,639 147,155 1,867,816 ...

2017-II .......... 63,500,992 46,593,494 43,545,975 2,333,621 713,898 6,421,392 1,982,267 146,897 4,052,163 240,064 10,486,106 8,489,765 146,862 1,849,480 ...

2017-III......... 63,719,368 46,873,504 43,842,109 2,333,181 698,214 6,396,486 1,944,382 149,205 4,061,829 241,069 10,449,378 8,483,892 146,575 1,818,912 ...

2017-IV......... 64,057,328 47,176,645 44,138,243 2,328,256 710,146 6,424,160 1,981,062 148,480 4,053,090 241,528 10,456,523 8,469,866 145,679 1,840,978 ...

2018-I ........... 64,581,844 47,676,133 44,621,536 2,324,484 730,113 6,432,708 2,014,610 142,044 4,036,370 239,683 10,473,003 8,460,971 145,597 1,866,435 ...

2018-II .......... 65,036,535 48,156,347 45,104,830 2,322,400 729,117 6,430,503 1,996,556 146,909 4,048,581 238,457 10,449,685 8,456,062 145,512 1,848,110 ...

2018-III......... 65,263,121 48,443,621 45,409,292 2,321,531 712,798 6,405,864 1,958,124 149,281 4,059,075 239,384 10,413,636 8,451,153 145,424 1,817,058 ...

2018-IV......... 65,612,478 48,754,287 45,713,754 2,316,205 724,328 6,434,546 1,994,947 148,618 4,051,220 239,761 10,423,645 8,437,997 144,711 1,840,937 ...

2019-I ........... 66,152,614 49,266,209 46,210,220 2,311,670 744,319 6,442,246 2,029,003 142,219 4,033,137 237,886 10,444,159 8,430,597 144,798 1,868,764 ...

2019-II .......... 66,621,055 49,758,759 46,706,686 2,308,888 743,185 6,438,676 2,011,189 147,136 4,043,724 236,628 10,423,620 8,427,190 144,874 1,851,556 ...

2019-III......... 66,856,425 50,053,472 47,019,402 2,307,348 726,722 6,412,958 1,973,191 149,557 4,052,684 237,525 10,389,995 8,423,782 144,940 1,821,273 ...

2019-IV......... 67,215,964 50,371,511 47,332,117 2,301,384 738,010 6,440,551 2,010,308 148,938 4,043,437 237,868 10,403,902 8,412,017 144,368 1,847,517 ...
Alternative Assumptions

296

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 2010 Trustees Report low-cost set of assumptions. See tables III.E37 and V.B8 for intermediate and high-cost alternatives, respectively.

Table V.A9.—Summary of OASDI Benefit Payments

(Low-cost alternative, calendar quarters 2010-19)

[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

2010-I ......... $172,520.2 $115,871.3 $108,886.7 $6,984.7 $26,387.9 $4,542.3 $404.9 $20,910.2 $530.5 $30,208.0 $27,957.5 $2,250.6 a

a Less than $50,000.

$53.0

2010-II........ 174,809.4 117,514.6 110,502.0 7,012.6 26,575.7 4,624.0 402.6 21,026.3 522.8 30,664.7 28,366.3 2,298.4 a 54.4

2010-III....... 175,953.9 118,608.4 111,601.3 7,007.1 26,485.1 4,439.4 419.1 21,106.2 520.5 30,809.5 28,574.3 2,235.2 ... 50.9

2010-IV....... 177,774.9 120,023.4 112,949.2 7,074.2 26,543.0 4,461.2 417.5 21,145.9 518.4 31,161.2 28,895.4 2,265.8 ... 47.3

2011-I.......... 178,774.8 121,016.9 113,863.8 7,153.1 26,562.2 4,543.5 393.6 21,099.2 526.0 31,138.7 28,880.4 2,258.3 ... 57.0

2011-II ........ 180,726.8 122,443.4 115,286.3 7,157.1 26,807.8 4,646.9 400.8 21,229.2 530.8 31,421.6 29,132.9 2,288.7 ... 54.1

2011-III....... 181,964.4 123,564.3 116,427.8 7,136.4 26,724.8 4,466.4 417.7 21,311.3 529.4 31,624.7 29,382.1 2,242.6 ... 50.6

2011-IV....... 183,919.2 125,059.3 117,857.6 7,201.8 26,790.8 4,491.2 416.0 21,357.1 526.5 32,022.0 29,741.8 2,280.2 ... 47.0

2012-I ......... 185,794.6 126,661.2 119,336.0 7,325.2 26,916.2 4,591.5 392.4 21,398.7 533.6 32,159.4 29,869.6 2,289.8 ... 57.7

2012-II........ 187,880.4 128,296.2 120,965.7 7,330.5 27,182.0 4,700.0 400.2 21,544.1 537.7 32,347.4 30,029.4 2,318.0 ... 54.7

2012-III....... 189,211.4 129,589.2 122,279.2 7,310.0 27,112.4 4,521.0 417.5 21,638.7 535.3 32,458.6 30,186.7 2,271.9 ... 51.2

2012-IV....... 191,269.4 131,257.5 123,875.7 7,381.8 27,193.6 4,550.3 416.3 21,695.7 531.3 32,770.7 30,461.9 2,308.8 ... 47.6

2013-I ......... 195,521.9 134,764.1 127,151.7 7,612.4 27,684.0 4,714.3 397.9 22,027.2 544.6 33,015.4 30,700.1 2,315.3 ... 58.4

2013-II........ 197,698.5 136,598.8 128,978.7 7,620.1 27,968.9 4,829.2 406.4 22,184.9 548.3 33,075.5 30,740.8 2,334.7 ... 55.4

2013-III....... 199,073.3 138,051.9 130,451.8 7,600.1 27,905.0 4,647.4 424.4 22,288.0 545.2 33,064.6 30,781.5 2,283.0 ... 51.8

2013-IV....... 201,197.1 139,888.3 132,208.8 7,679.5 27,997.5 4,681.3 423.6 22,352.1 540.5 33,263.3 30,950.1 2,313.1 ... 48.2

2014-I ......... 206,034.5 143,776.0 135,845.8 7,930.2 28,535.0 4,856.0 405.5 22,719.0 554.4 33,664.5 31,323.4 2,341.1 ... 59.0

2014-II........ 208,305.4 145,709.0 137,769.2 7,939.8 28,834.3 4,977.3 414.7 22,883.5 558.8 33,706.2 31,346.7 2,359.5 ... 55.9

2014-III....... 209,744.1 147,240.5 139,322.1 7,918.4 28,773.1 4,792.3 433.4 22,991.3 556.1 33,678.2 31,369.1 2,309.1 ... 52.3

2014-IV....... 211,983.0 149,198.0 141,194.2 8,003.8 28,874.9 4,830.8 433.1 23,059.3 551.7 33,861.5 31,522.2 2,339.3 ... 48.7

2015-I ......... 217,193.5 153,334.2 145,069.8 8,264.3 29,431.0 5,012.9 414.8 23,437.0 566.3 34,368.8 31,987.8 2,381.0 ... 59.5

2015-II........ 219,602.8 155,405.4 147,137.1 8,268.4 29,740.3 5,140.4 424.7 23,604.0 571.2 34,400.6 32,000.3 2,400.4 ... 56.4

2015-III....... 221,136.3 157,047.9 148,808.6 8,239.3 29,674.4 4,950.1 444.1 23,711.5 568.7 34,361.2 32,011.8 2,349.4 ... 52.8

2015-IV....... 223,524.9 159,158.7 150,834.8 8,323.9 29,779.1 4,992.8 444.3 23,777.8 564.3 34,538.0 32,157.2 2,380.8 ... 49.1

2016-I ......... 229,096.0 163,577.7 154,985.1 8,592.7 30,357.6 5,182.3 425.8 24,169.9 579.5 35,100.6 32,670.0 2,430.6 ... 60.1

2016-II........ 231,712.0 165,819.4 157,224.4 8,595.0 30,691.4 5,316.5 436.4 24,353.8 584.8 35,144.2 32,691.8 2,452.4 ... 57.0

2016-III....... 233,404.9 167,605.5 159,040.7 8,564.8 30,633.6 5,119.1 456.6 24,475.5 582.3 35,112.5 32,712.4 2,400.1 ... 53.3

2016-IV....... 236,013.3 169,905.0 161,249.9 8,655.1 30,756.0 5,165.8 457.3 24,555.0 577.9 35,302.7 32,869.0 2,433.7 ... 49.6

2017-I ......... 242,010.4 174,618.7 165,685.5 8,933.2 31,362.4 5,362.3 438.3 24,968.3 593.4 35,968.7 33,471.0 2,497.7 ... 60.6

2017-II........ 244,813.1 176,998.7 168,066.3 8,932.4 31,721.0 5,503.3 449.5 25,169.5 598.6 36,036.0 33,510.7 2,525.2 ... 57.5

2017-III....... 246,644.1 178,898.1 169,999.3 8,898.8 31,670.9 5,298.4 470.6 25,306.2 595.7 36,021.3 33,548.8 2,472.6 ... 53.8

2017-IV....... 249,441.1 181,344.2 172,352.4 8,991.8 31,810.9 5,348.9 471.7 25,399.6 590.7 36,236.0 33,725.0 2,511.0 ... 50.0

2018-I ......... 255,794.8 186,377.1 177,096.9 9,280.2 32,448.0 5,553.3 452.2 25,836.0 606.5 36,908.4 34,330.6 2,577.8 ... 61.2

2018-II........ 258,804.6 188,933.6 179,657.0 9,276.6 32,819.8 5,700.8 464.1 26,043.2 611.7 36,993.2 34,384.1 2,609.1 ... 58.0

2018-III....... 260,792.8 190,984.9 181,744.7 9,240.2 32,764.8 5,487.0 486.2 26,183.0 608.7 36,988.8 34,435.8 2,553.0 ... 54.3

2018-IV....... 263,783.5 193,600.7 184,264.4 9,336.2 32,909.6 5,540.3 487.5 26,278.3 603.5 37,222.8 34,628.6 2,594.2 ... 50.5

2019-I ......... 270,560.3 199,003.8 189,367.9 9,635.8 33,563.6 5,752.7 467.5 26,723.9 619.4 37,931.2 35,264.3 2,666.9 ... 61.8

2019-II........ 273,771.7 201,737.1 192,108.8 9,628.3 33,940.2 5,907.5 480.0 26,927.6 625.0 38,035.9 35,333.3 2,702.6 ... 58.6

2019-III....... 275,912.1 203,938.9 194,350.3 9,588.6 33,873.3 5,687.5 503.0 27,060.9 621.9 38,045.1 35,400.5 2,644.6 ... 54.8

2019-IV....... 279,101.6 206,734.2 197,046.9 9,687.3 34,015.1 5,745.0 504.7 27,148.8 616.5 38,301.4 35,611.9 2,689.4 ... 51.0
Low-Cost

297

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 2010 Trustees Report low-cost set of assumptions. See tables IV.14 and V.B9 for intermediate and high-cost alternatives, respectively.

Table V.A10.—Operations of the OASI Trust Fund

(Low-cost alternative, calendar quarters 2010-19)

[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 a

a 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

personsb

b Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interestc

c 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

paymentsd

d 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

2010-I ........ $142,083.6 $5,989.9 ... ... $220.6 $148,294.1 $142,298.8 $865.4 ... $143,164.2 ... $5,129.9 $2,341,928.0

2010-II....... 153,540.0 5,990.3 ... ... 54,518.3 214,048.6 144,131.0 1,018.2 $3,932.3 149,081.6 ... 64,967.0 2,406,895.1

2010-III...... 134,187.2 5,914.9 ... ... 157.6 140,258.5 145,131.0 993.5 ... 146,124.4 ... -5,865.9 2,401,029.2

2010-IV ..... 126,117.1 5,974.8 -$90.0 e

e Less than $50,000.

54,345.6 186,348.4 146,599.7 967.0 ... 147,566.7 ... 38,781.7 2,439,810.9

2011-I ........ 157,642.5 6,186.7 ... ... 526.4 164,356.2 147,622.3 946.7 ... 148,569.1 ... 15,787.1 2,455,598.0

2011-II ....... 172,738.8 6,256.6 ... ... 55,364.3 234,359.9 149,291.5 1,010.9 3,914.9 154,217.4 ... 80,142.5 2,535,740.4

2011-III...... 147,009.6 6,299.9 ... ... 566.1 153,875.0 150,326.2 986.3 ... 151,312.5 ... 2,562.5 2,538,302.9

2011-IV ..... 136,485.1 6,365.2 ... ... 56,594.7 199,445.9 151,884.4 997.4 ... 152,881.8 ... 46,564.1 2,584,867.1

2012-I ........ 167,915.8 6,797.8 ... ... 874.0 175,586.8 153,622.5 976.5 ... 154,598.9 ... 20,987.8 2,605,854.9

2012-II....... 180,849.7 6,881.7 ... ... 58,357.8 246,089.5 155,520.4 1,042.7 3,951.9 160,514.9 ... 85,574.6 2,691,429.6

2012-III...... 155,601.6 6,935.8 ... ... 872.6 163,410.3 156,740.3 1,017.4 ... 157,757.7 ... 5,652.6 2,697,082.2

2012-IV ..... 147,040.9 7,012.9 ... ... 60,760.4 214,814.3 158,486.8 1,020.2 ... 159,507.0 ... 55,307.3 2,752,389.5

2013-I ........ 178,360.7 7,616.3 ... ... 1,061.3 187,037.6 162,494.5 998.8 ... 163,493.4 ... 23,544.2 2,775,933.7

2013-II....... 192,897.6 7,715.5 ... ... 63,121.1 263,733.7 164,611.0 1,066.5 3,936.0 169,613.7 ... 94,120.0 2,870,053.7

2013-III...... 164,867.9 7,780.5 ... ... 755.4 173,402.9 165,996.9 1,040.6 ... 167,037.6 ... 6,365.3 2,876,419.0

2013-IV ..... 155,700.1 7,870.7 ... ... 66,355.1 229,925.8 167,922.8 1,044.4 ... 168,967.1 ... 60,958.8 2,937,377.7

2014-I ........ 189,266.7 8,344.3 ... ... 1,076.4 198,687.8 172,358.8 1,022.5 ... 173,381.2 ... 25,306.6 2,962,684.4

2014-II....... 203,548.5 8,452.2 ... ... 68,761.6 280,761.9 174,588.1 1,091.8 4,007.2 179,687.1 ... 101,074.8 3,063,759.2

2014-III...... 174,131.2 8,523.2 ... ... 1,069.5 183,724.8 176,054.9 1,065.2 ... 177,120.1 ... 6,604.7 3,070,363.8

2014-IV ..... 165,983.7 8,622.8 ... ... 71,783.5 246,389.2 178,111.0 1,068.0 ... 179,179.0 ... 67,210.2 3,137,574.0

2015-I ........ 199,017.7 9,047.8 ... ... 1,199.5 209,264.4 182,814.1 1,045.6 ... 183,859.7 ... 25,404.8 3,162,978.8

2015-II....... 213,695.1 9,165.4 ... ... 74,609.8 297,470.3 185,191.6 1,116.4 4,118.2 190,426.3 ... 107,044.0 3,270,022.8

2015-III...... 182,377.1 9,243.4 ... ... 1,147.4 192,767.8 186,764.6 1,089.3 ... 187,854.1 ... 4,913.7 3,274,936.5

2015-IV ..... 177,513.1 9,352.8 ... ... 77,668.7 264,534.4 188,976.8 1,097.4 ... 190,074.2 ... 74,460.2 3,349,396.6

2016-I ........ 208,942.6 9,824.0 ... ... 1,281.5 220,047.6 193,985.1 1,074.4 ... 195,059.5 ... 24,988.1 3,374,384.7

2016-II....... 226,532.1 9,954.3 ... ... 80,607.0 317,094.3 196,557.7 1,147.2 4,129.7 201,834.6 ... 115,259.8 3,489,644.5

2016-III...... 195,609.3 10,041.7 ... ... 1,282.3 206,932.9 198,282.4 1,119.3 ... 199,401.7 ... 7,531.3 3,497,175.8

2016-IV ..... 182,522.9 10,164.2 ... ... 83,915.7 276,602.8 200,701.0 1,127.4 ... 201,828.3 ... 74,774.5 3,571,950.3

2017-I ........ 221,368.0 10,644.8 ... ... 166.6 232,180.6 206,031.9 1,103.8 ... 207,135.7 ... 25,044.9 3,596,995.1

2017-II....... 237,322.7 10,786.2 ... ... 88,078.0 336,186.2 208,767.4 1,178.6 4,407.0 214,352.9 ... 121,833.3 3,718,828.4

2017-III...... 202,132.6 10,881.5 ... ... 1,220.9 214,234.4 210,613.2 1,149.9 ... 211,763.0 ... 2,471.4 3,721,299.8

2017-IV ..... 190,575.7 11,014.9 ... ... 91,087.9 292,678.9 213,195.7 1,159.9 ... 214,355.7 ... 78,323.2 3,799,623.0

2018-I ........ 231,504.4 11,374.0 ... ... 1,472.9 244,351.8 218,876.8 1,135.6 ... 220,012.4 ... 24,339.4 3,823,962.5

2018-II....... 247,996.2 11,526.0 ... ... 94,186.0 353,707.0 221,802.0 1,212.5 4,553.9 227,568.5 ... 126,138.5 3,950,101.0

2018-III...... 211,193.7 11,629.6 ... ... 1,382.3 224,205.9 223,794.6 1,183.1 ... 224,977.8 ... -771.9 3,949,329.2

2018-IV ..... 198,752.4 11,772.8 ... ... 97,904.3 308,430.1 226,551.4 1,194.8 ... 227,746.1 ... 80,684.0 4,030,013.2

2019-I ........ 240,233.4 12,139.9 ... ... 1,549.0 253,921.8 232,619.6 1,169.7 ... 233,789.3 ... 20,132.5 4,050,145.6

2019-II....... 258,844.2 12,301.9 ... ... 100,921.8 372,066.8 235,726.4 1,249.0 4,694.3 241,669.6 ... 130,397.2 4,180,542.8

2019-III...... 219,620.9 12,413.2 ... ... 1,472.3 233,506.4 237,857.7 1,218.6 ... 239,076.3 ... -5,569.9 4,174,972.9

2019-IV ..... 207,231.2 12,566.2 ... ... 104,842.8 324,641.0 240,791.2 1,228.5 ... 242,019.7 ... 82,621.4 4,257,594.2
Alternative Assumptions

298

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 2010 Trustees Report low-cost set of assumptions. See tables IV.15 and V.B10 for intermediate and high-cost alternatives, respectively.

Table V.A11.—Operations of the DI Trust Fund

(Low-cost alternative, calendar quarters 2010-19)

[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 a

a 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

personsb

b Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest c

c Net interest includes net profits or losses on marketable investments. 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

paymentsd

d 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

2010-I........ $24,126.4 $483.9 ... ... $40.9 $24,651.2 $30,215.0 $723.7 ... $30,938.8 ... -$6,287.6 $197,262.0

2010-II ...... 26,065.0 483.9 ... ... 4,769.1 31,318.0 30,685.9 751.9 $498.6 31,936.4 ... -618.3 196,643.7

2010-III ..... 22,783.5 486.4 ... ... 68.2 23,337.6 30,830.8 719.6 ... 31,550.4 ... -8,212.8 188,430.9

2010-IV..... 21,414.7 492.0 ... ... 4,423.3 26,329.2 31,185.8 712.8 ... 31,898.7 ... -5,569.4 182,861.5

2011-I........ 26,766.0 525.5 ... ... 37.3 27,329.8 31,163.5 789.0 ... 31,952.5 ... -4,622.7 178,238.8

2011-II....... 29,324.3 530.2 ... ... 4,199.3 34,054.5 31,446.4 845.7 565.5 32,857.6 ... 1,196.9 179,435.7

2011-III ..... 24,964.2 533.6 ... ... 38.8 25,536.5 31,649.6 809.4 ... 32,459.0 ... -6,922.5 172,513.3

2011-IV ..... 23,177.0 540.3 ... ... 4,007.2 27,724.5 32,055.9 763.9 ... 32,819.8 ... -5,095.2 167,418.0

2012-I........ 28,514.5 589.8 ... ... 34.3 29,138.2 32,193.3 845.5 ... 33,038.9 ... -3,900.7 163,517.3

2012-II ...... 30,709.5 593.2 ... ... 3,823.2 35,126.5 32,381.4 906.3 522.2 33,809.8 ... 1,316.7 164,834.0

2012-III ..... 26,423.6 595.3 ... ... 46.3 27,064.6 32,492.7 867.4 ... 33,360.0 ... -6,295.4 158,538.6

2012-IV..... 24,968.7 601.0 ... ... 3,637.7 29,207.7 32,818.5 781.1 ... 33,599.7 ... -4,392.0 154,146.6

2013-I........ 30,288.2 665.6 ... ... 40.3 30,994.0 33,063.2 864.6 ... 33,927.9 ... -2,933.9 151,212.7

2013-II ...... 32,756.0 666.8 ... ... 3,508.7 36,931.7 33,123.4 926.8 512.2 34,562.4 ... 2,369.2 153,581.9

2013-III ..... 27,996.0 666.6 ... ... 48.5 28,712.2 33,112.6 887.0 ... 33,999.6 ... -5,287.4 148,294.5

2013-IV..... 26,440.2 670.6 ... ... 3,367.6 30,478.2 33,321.6 809.7 ... 34,131.3 ... -3,653.1 144,641.4

2014-I........ 32,138.9 710.3 ... ... 47.8 32,898.2 33,722.8 896.3 ... 34,619.1 ... -1,720.9 142,920.6

2014-II ...... 34,564.8 711.2 ... ... 3,287.3 38,563.5 33,764.6 960.7 501.1 35,226.4 ... 3,337.1 146,257.7

2014-III ..... 29,569.0 710.6 ... ... 47.3 30,326.9 33,736.7 919.4 ... 34,656.1 ... -4,329.2 141,928.5

2014-IV..... 28,185.9 714.5 ... ... 3,194.8 32,095.3 33,929.6 843.8 ... 34,773.3 ... -2,678.0 139,250.5

2015-I........ 33,794.6 751.1 ... ... 60.4 34,606.6 34,436.8 934.0 ... 35,370.9 ... -764.3 138,486.2

2015-II ...... 36,287.8 751.8 ... ... 3,139.7 40,179.6 34,468.7 1,001.1 479.3 35,949.2 ... 4,230.4 142,716.6

2015-III ..... 30,970.4 751.0 ... ... 42.3 31,763.2 34,429.4 958.1 ... 35,387.5 ... -3,624.3 139,092.3

2015-IV..... 30,143.7 754.8 ... ... 3,141.1 34,039.9 34,612.4 886.0 ... 35,498.5 ... -1,458.6 137,633.7

2016-I........ 35,481.4 797.3 ... ... 68.9 36,347.2 35,175.0 980.7 ... 36,155.8 ... 191.4 137,825.1

2016-II ...... 38,467.3 798.3 ... ... 3,127.1 42,393.4 35,218.7 1,051.2 452.3 36,722.2 ... 5,671.2 143,496.4

2016-III ..... 33,216.8 797.6 ... ... 137.7 34,152.3 35,187.0 1,006.0 ... 36,193.1 ... -2,040.8 141,455.5

2016-IV..... 30,995.1 801.9 ... ... 3,133.9 34,929.8 35,382.3 931.1 ... 36,313.4 ... -1,383.6 140,072.0

2017-I........ 37,591.5 852.0 ... ... 30.0 38,473.1 36,048.2 1,030.6 ... 37,078.9 ... 1,394.3 141,466.2

2017-II ...... 40,299.3 853.6 ... ... 3,297.6 44,451.2 36,115.6 1,104.6 424.3 37,644.6 ... 6,806.7 148,272.9

2017-III ..... 34,323.8 853.3 ... ... 128.5 35,305.9 36,100.9 1,057.2 ... 37,158.2 ... -1,852.4 146,420.5

2017-IV..... 32,361.2 858.3 ... ... 3,394.4 36,614.8 36,318.3 979.7 ... 37,298.0 ... -683.2 145,737.4

2018-I........ 39,311.9 893.8 ... ... 139.9 40,345.5 36,990.6 1,084.4 ... 38,075.0 ... 2,270.5 148,007.9

2018-II ...... 42,111.4 895.8 ... ... 3,498.3 46,506.1 37,075.5 1,162.3 396.0 38,633.7 ... 7,872.4 155,880.2

2018-III ..... 35,862.0 895.7 ... ... 133.1 36,891.8 37,071.1 1,112.4 ... 38,183.5 ... -1,291.7 154,588.5

2018-IV..... 33,750.4 901.4 ... ... 3,677.9 38,330.3 37,307.5 1,031.5 ... 38,339.2 ... -8.8 154,579.7

2019-I........ 40,795.1 938.4 ... ... 149.0 41,881.4 38,015.9 1,141.8 ... 39,157.7 ... 2,723.6 157,303.3

2019-II ...... 43,953.7 941.0 ... ... 3,802.0 48,697.9 38,120.6 1,223.8 359.2 39,703.7 ... 8,994.2 166,297.5

2019-III ..... 37,294.3 941.2 ... ... 135.2 38,370.3 38,129.9 1,171.3 ... 39,301.2 ... -930.9 165,366.6

2019-IV..... 35,190.5 947.5 ... ... 4,058.3 40,195.8 38,389.0 1,083.5 ... 39,472.4 ... 723.4 166,090.0
Low-Cost

299

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 2010 Trustees Report low-cost set of assumptions. See tables IV.16 and V.B11 for intermediate and high-cost alternatives, respectively.

Table V.A12.—Operations of the Combined OASI and DI Trust Funds

(Low-cost alternative, calendar quarters 2010-19)

[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 a

a 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

personsb

b Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interestc

c 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

paymentsd

d 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

2010-I ........ $166,210.0 $6,473.8 ... ... $261.5 $172,945.3 $172,513.8 $1,589.2 ... $174,103.0 ... -$1,157.7 $2,539,190.0

2010-II....... 179,605.0 6,474.2 ... ... 59,287.4 245,366.6 174,816.9 1,770.1 $4,430.9 181,017.9 ... 64,348.7 2,603,538.8

2010-III...... 156,970.7 6,401.3 ... ... 225.8 163,596.1 175,961.7 1,713.1 ... 177,674.8 ... -14,078.6 2,589,460.1

2010-IV ..... 147,531.8 6,466.8 -$90.0 e

e Less than $50,000.

58,768.9 212,677.7 177,785.5 1,679.9 ... 179,465.4 ... 33,212.3 2,622,672.4

2011-I ........ 184,408.5 6,712.2 ... ... 563.8 191,685.9 178,785.8 1,735.8 ... 180,521.6 ... 11,164.4 2,633,836.8

2011-II ....... 202,063.1 6,786.8 ... ... 59,563.6 268,414.4 180,737.9 1,856.6 4,480.4 187,075.0 ... 81,339.4 2,715,176.2

2011-III...... 171,973.8 6,833.5 ... ... 604.9 179,411.6 181,975.8 1,795.7 ... 183,771.5 ... -4,359.9 2,710,816.2

2011-IV ..... 159,662.1 6,905.5 ... ... 60,601.9 227,170.5 183,940.3 1,761.3 ... 185,701.5 ... 41,468.9 2,752,285.1

2012-I ........ 196,430.3 7,387.6 ... ... 908.3 204,724.9 185,815.8 1,822.0 ... 187,637.8 ... 17,087.1 2,769,372.2

2012-II....... 211,559.2 7,474.9 ... ... 62,181.0 281,216.1 187,901.8 1,949.0 4,474.1 194,324.7 ... 86,891.3 2,856,263.6

2012-III...... 182,025.2 7,531.1 ... ... 918.9 190,474.9 189,233.0 1,884.7 ... 191,117.7 ... -642.8 2,855,620.7

2012-IV ..... 172,009.6 7,613.9 ... ... 64,398.0 244,022.0 191,305.3 1,801.4 ... 193,106.7 ... 50,915.3 2,906,536.0

2013-I ........ 208,648.9 8,281.9 ... ... 1,101.6 218,031.6 195,557.7 1,863.5 ... 197,421.3 ... 20,610.3 2,927,146.3

2013-II....... 225,653.6 8,382.3 ... ... 66,629.9 300,665.4 197,734.4 1,993.3 4,448.3 204,176.1 ... 96,489.2 3,023,635.6

2013-III...... 192,863.9 8,447.1 ... ... 803.9 202,115.1 199,109.5 1,927.6 ... 201,037.1 ... 1,078.0 3,024,713.5

2013-IV ..... 182,140.3 8,541.3 ... ... 69,722.7 260,404.1 201,244.3 1,854.1 ... 203,098.4 ... 57,305.7 3,082,019.2

2014-I ........ 221,405.6 9,054.6 ... ... 1,124.2 231,586.0 206,081.6 1,918.7 ... 208,000.3 ... 23,585.7 3,105,604.9

2014-II....... 238,113.3 9,163.4 ... ... 72,048.9 319,325.4 208,352.6 2,052.4 4,508.4 214,913.5 ... 104,412.0 3,210,016.9

2014-III...... 203,700.2 9,233.8 ... ... 1,116.7 214,051.6 209,791.6 1,984.7 ... 211,776.2 ... 2,275.4 3,212,292.3

2014-IV ..... 194,169.6 9,337.3 ... ... 74,978.3 278,484.5 212,040.6 1,911.8 ... 213,952.3 ... 64,532.2 3,276,824.5

2015-I ........ 232,812.3 9,798.9 ... ... 1,259.9 243,871.0 217,250.9 1,979.6 ... 219,230.5 ... 24,640.5 3,301,464.9

2015-II....... 249,982.9 9,917.2 ... ... 77,749.5 337,649.9 219,660.3 2,117.5 4,597.5 226,375.5 ... 111,274.5 3,412,739.4

2015-III...... 213,347.5 9,994.4 ... ... 1,189.6 224,531.0 221,194.0 2,047.4 ... 223,241.5 ... 1,289.4 3,414,028.8

2015-IV ..... 207,656.8 10,107.6 ... ... 80,809.8 298,574.3 223,589.2 1,983.4 ... 225,572.7 ... 73,001.6 3,487,030.4

2016-I ........ 244,424.0 10,621.3 ... ... 1,350.4 256,394.8 229,160.2 2,055.1 ... 231,215.3 ... 25,179.5 3,512,209.9

2016-II....... 264,999.4 10,752.6 ... ... 83,734.1 359,487.7 231,776.4 2,198.4 4,582.0 238,556.7 ... 120,931.0 3,633,140.9

2016-III...... 228,826.1 10,839.3 ... ... 1,420.0 241,085.3 233,469.4 2,125.3 ... 235,594.8 ... 5,490.4 3,638,631.3

2016-IV ..... 213,518.0 10,966.1 ... ... 87,049.6 311,532.6 236,083.3 2,058.5 ... 238,141.7 ... 73,390.9 3,712,022.2

2017-I ........ 258,959.5 11,496.8 ... ... 196.7 270,653.7 242,080.1 2,134.4 ... 244,214.6 ... 26,439.2 3,738,461.4

2017-II....... 277,622.0 11,639.8 ... ... 91,375.7 380,637.4 244,883.0 2,283.2 4,831.3 251,997.5 ... 128,639.9 3,867,101.3

2017-III...... 236,456.4 11,734.8 ... ... 1,349.4 249,540.3 246,714.1 2,207.1 ... 248,921.3 ... 619.0 3,867,720.3

2017-IV ..... 222,936.9 11,873.2 ... ... 94,482.3 329,293.7 249,514.0 2,139.6 ... 251,653.6 ... 77,640.1 3,945,360.4

2018-I ........ 270,816.3 12,267.8 ... ... 1,612.7 284,697.4 255,867.5 2,220.0 ... 258,087.4 ... 26,610.0 3,971,970.4

2018-II....... 290,107.6 12,421.8 ... ... 97,684.3 400,213.1 258,877.4 2,374.9 4,949.9 266,202.2 ... 134,010.9 4,105,981.3

2018-III...... 247,055.7 12,525.3 ... ... 1,515.4 261,097.7 260,865.7 2,295.5 ... 263,161.3 ... -2,063.5 4,103,917.7

2018-IV ..... 232,502.8 12,674.2 ... ... 101,582.2 346,760.4 263,858.9 2,226.3 ... 266,085.3 ... 80,675.1 4,184,592.9

2019-I ........ 281,028.5 13,078.3 ... ... 1,698.0 295,803.2 270,635.5 2,311.5 ... 272,947.1 ... 22,856.1 4,207,448.9

2019-II....... 302,797.9 13,242.9 ... ... 104,723.8 420,764.7 273,847.0 2,472.8 5,053.5 281,373.4 ... 139,391.3 4,346,840.3

2019-III...... 256,915.2 13,354.4 ... ... 1,607.5 271,876.7 275,987.6 2,389.9 ... 278,377.5 ... -6,500.8 4,340,339.5

2019-IV ..... 242,421.7 13,513.7 ... ... 108,901.1 364,836.9 279,180.1 2,311.9 ... 281,492.1 ... 83,344.8 4,423,684.2
Alternative Assumptions

300

Sources:

• Assets and disbursements shown earlier.

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Estimates based on 2010 Trustees Report low-cost set of assumptions. See tables IV.17 and V.B12 for intermediate and high-cost alternatives, respectively.

Sources:

• Effective taxable payroll from econometric model in the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

• 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 2010 Trustees Report low-cost set of assumptions. See tables IV.18 and V.B13 for intermediate and high-cost alternatives, respectively.

Table V.A13.—Trust Fund Ratiosa of the OASI, DI, and Combined Trust Funds

(Low-cost alternative, calendar quarters 2010-19)

a 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

2010-I............................... 398.8 161.1 356.7

2010-II ............................. 396.0 154.9 353.3

2010-III ............................ 403.5 153.3 359.2

2010-IV............................ 399.1 145.9 354.3

2011-I............................... 402.0 140.6 355.8

2011-II.............................. 400.6 135.9 353.9

2011-III ............................ 409.4 135.8 361.3

2011-IV ............................ 405.6 129.7 357.3

2012-I............................... 408.8 125.1 359.2

2012-II ............................. 406.4 121.4 356.9

2012-III ............................ 413.8 121.7 363.5

2012-IV............................ 408.9 116.5 358.9

2013-I............................... 411.3 112.8 360.7

2013-II ............................. 408.8 110.1 358.6

2013-III ............................ 416.5 111.3 365.6

2013-IV............................ 411.4 107.0 361.0

2014-I............................... 414.1 103.9 363.2

2014-II ............................. 411.6 102.1 361.2

2014-III ............................ 419.4 103.9 368.4

2014-IV............................ 414.2 100.3 363.9

2015-I............................... 417.1 97.9 366.4

2015-II ............................. 414.3 96.8 364.2

2015-III ............................ 422.0 99.3 371.5

2015-IV............................ 416.5 96.2 366.7

2016-I............................... 419.7 94.7 369.6

2016-II ............................. 416.5 94.2 367.2

2016-III ............................ 424.2 97.5 374.6

2016-IV............................ 418.8 95.5 370.1

2017-I............................... 421.4 93.9 372.4

2017-II ............................. 418.0 94.2 369.9

2017-III ............................ 425.6 98.1 377.3

2017-IV............................ 419.6 96.2 372.2

2018-I............................... 422.0 95.1 374.5

2018-II ............................. 418.3 95.9 371.8

2018-III ............................ 425.6 100.3 378.9

2018-IV............................ 419.1 98.8 373.5

2019-I............................... 421.3 98.1 375.6

2019-II ............................. 417.0 99.0 372.3

2019-III ............................ 423.9 103.9 379.2

2019-IV............................ 417.0 102.6 373.4

Table V.A14.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds

(Low-cost alternative, calendar years 2010-19)

[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

2010 ......................... 10.54 10.65 -0.11 1.75 2.30 -0.55 12.29 12.95 -0.66

2011 ......................... 11.09 10.54 .56 1.85 2.26 -.41 12.94 12.79 .14

2012 ......................... 11.02 10.26 .76 1.83 2.17 -.34 12.86 12.44 .42

2013 ......................... 11.05 10.23 .82 1.84 2.09 -.25 12.88 12.31 .57

2014 ......................... 11.06 10.23 .83 1.84 2.01 -.17 12.90 12.24 .66

2015 ......................... 11.07 10.29 .78 1.84 1.95 -.11 12.91 12.24 .67

2016 ......................... 11.09 10.37 .72 1.84 1.89 -.05 12.93 12.26 .67

2017 ......................... 11.11 10.53 .59 1.84 1.85 -.01 12.95 12.38 .57

2018 ......................... 11.14 10.71 .42 1.84 1.82 .02 12.98 12.54 .44

2019 ......................... 11.14 10.93 .21 1.84 1.80 .04 12.98 12.73 .25
High Cost

301

B. HIGH-COST ASSUMPTIONS

Economic Assumptions

Table V.B1 shows the principal high-cost economic assumptions. Economic activity is assumed to be weaker than in the

intermediate projection. The economy is assumed to experience a longer period of slow growth than assumed for the

low-cost and intermediate assumption, before returning to

the sustainable level of output. The annual percentage

change in the total U.S. economy productivity reaches 1.4

percent in 2019. The annual percent increase in average covered wages is higher than the intermediate set after 2010,

approaching a level of 4.4 percent near the end of the shortrange period. The ultimate level of CPI is a full percentage

point higher under high-cost with a resulting real-wage differential of 0.6 percent reached after the end of the shortrange period.

Table V.B1 presents the high-cost additional economic factors, which show a worse employment picture than the intermediate assumptions. Specifically, the average annual

change in real GDP over the period 2010-2019 is 2.4 percent, which is somewhat lower than the 3.0 percent average

over the same period under the intermediate assumptions.

The ultimate unemployment rate is a full percentage point

higher.

Table V.B2 shows the nominal interest rates for invested

assets of the trust funds, which are expected to be slightly

higher than those under the intermediate assumptions.

Automatically Adjusted Program Parameters

Tables V.B3 and V.B4 show the automatically adjusted program parameters. Compared to the intermediate projections,

benefit increases are higher beginning in 2011 (by a full percentage point for 2014 and later), due to assumed higher

rates of inflation. The high-cost estimates assume there will

be no automatic cost-of-living benefit increase for December

2010. Automatic cost-of-living benefit increases are projected to resume in December 2011, and increases thereafter

until it reaches the ultimate of 3.8 percent in 2014.Increases

in the average wages used for Social Security indexing purposes are higher than the intermediate assumptions except in

the recession years. 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

2013 is roughly the same as the increase in the average wage

index for 2011—4.0 percent.

Demographic Assumptions

Table V.B5 shows high-cost demographic assumptions. By

2019, the fertility rate of 1.93 is lower than the rate of 2.05

for the intermediate set. Mortality rates are lower under

high-cost assumptions, resulting in higher program costs.

Life expectancy at age 65 is about 7 months longer for both

males and females by 2019. Net immigration is estimated to

be lower under high-cost assumptions throughout the projection period, averaging about 342,000 fewer net immigrants

annually from 2010-2019.

Programmatic Assumptions

Table V.B6 shows high-cost programmatic assumptions.

Coverage rates are lower under high-cost assumptions

because of the higher unemployment rates. About 1.0 percent less of the population is working in covered employment by 2019. Fully insured rates are about the same as in

the intermediate set, and disability insured rates are slightly

higher. 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 in current-payment status and benefit payments based on high-cost assumptions.

The total number of OASDI beneficiaries is projected to be

about 1.8 million higher by the end of 2019 compared to the

intermediate projection. The estimated number of retired

workers is higher because of lower assumed mortality rates.

The number of disabled workers is higher because of

increased 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 $1,356 billion in 2019 for

the combined OASI and DI Trust Funds, compared to $1,207

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 of the combined funds are projected to

increase less rapidly under the high-cost assumptions—

roughly $3.3 trillion combined by the end of 2019, compared

to $3.9 trillion based on intermediate assumptions.

Table V.B12 shows the status of the trust funds as measured

by trust fund ratios. The OASI trust fund ratio is projected to

reach 294 percent by the beginning of 2019, compared to

366 percent under intermediate projections. Under the highcost assumptions, the DI Trust Fund is expected to become

exhausted in 2016, whereas the Trust Fund is projected to

become exhausted in 2018 under the intermediate projections.
Alternative Assumptions

302

Table V.B13 shows annual income rates and cost rates for the

trust funds. As expected, lower balances result under the

high-cost alternative; a deficit of 2.01 percent of taxable payroll by 2019 for the OASDI program, compared to a deficit

of 0.81 percent under intermediate projections.
High Cost

303

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2010 Trustees Report high-cost set of assumptions. See tables II.1 and V.A1 for intermediate and low-cost alternatives, respectively.

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2010 Trustees Report high-cost set of assumptions. See tables II.2 and V.A1 for intermediate and low-cost alternatives, respectively.

Table V.B1.—Principal Economic Assumptions

(High-cost alternative, calendar years 2010-19)

Calendar year

Annual percentage change in--

Productivity:

Total U.S.

economya

a Total U.S. economy productivity is the ratio of gross domestic product (GDP) to total hours worked by all workers.

Earnings as a

percent of

compensationb

b The ratio of total earnings to total compensation. Total earnings is the sum of wage and salary disbursements and proprietor’s income. Total compensation is the sum of employee

compensation and proprietor’s income.

Average

hours workedc

c Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.

GDP

price indexd

d The GDP price index measures the prices paid for goods and services produced by the U.S. economy.

Annual average

wage in covered

employmente

e Total wages per worker in employment covered by the OASDI program.

Consumer

Price Indexf

f 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).

Real-wage

differentialg

g 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.

2010......................... 3.3 0.2 -0.5 1.3 4.6 2.1 2.4

2011......................... 1.4 .1 .3 2.0 4.1 2.5 1.7

2012......................... 1.2 .2 .3 3.8 6.1 4.3 1.7

2013......................... 1.5 .0 .1 3.9 6.2 4.4 1.8

2014......................... 1.5 -.2 .0 3.3 5.5 3.8 1.7

2015......................... 1.5 -.3 -.1 3.3 5.2 3.8 1.4

2016......................... 1.3 .0 -.1 3.3 5.2 3.8 1.4

2017......................... 1.2 .0 -.1 3.3 4.7 3.8 .9

2018......................... 1.3 .0 -.1 3.3 4.7 3.8 .9

2019......................... 1.4 -.1 -.1 3.3 4.6 3.8 .8

Table V.B1.—Additional Economic Factors

(High-cost alternative, calendar years 2010-19)

Calendar year

Average annual

unemployment ratea

(percent)

a Civilian.

Average annual percentage change in-- Average annual interest rate (percent)

Labor forcea Total employmentb

b Civilian employment plus U.S. Armed Forces.

Real GDPc

c The real gross domestic product (GDP) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 2000 dollars.

Nominald

d 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.

Reale

e The average annual real interest rate reflects the realized of expected annual real yield for each year on securities issuable in the prior year.

2010......................... 10.1 -0.4 -1.2 1.5 3.2 0.8

2011......................... 9.8 .5 .8 2.6 4.9 .7

2012......................... 9.3 .7 1.2 2.8 6.9 .6

2013......................... 8.8 .7 1.3 2.9 7.0 2.5

2014......................... 8.1 .7 1.5 3.0 6.5 3.2

2015......................... 7.5 .7 1.3 2.8 6.4 2.7

2016......................... 7.1 .7 1.2 2.4 6.2 2.6

2017......................... 6.8 .6 .9 2.0 6.0 2.4

2018......................... 6.6 .6 .8 2.0 5.9 2.2

2019......................... 6.5 .6 .7 2.0 5.9 2.1
Alternative Assumptions

304

Sources:

• Rates projected by Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group. These rates apply only to new investments for the month shown. The average

nominal interest rate is the average of the 12 monthly rates.

• Effective rates earned by the combined OASI and DI Trust Funds are based on a dollar-weighted rate of return over 6-month periods.

Note: Estimates based on 2010 Trustees Report high-cost set of assumptions. See tables II.3 and V.A3 for intermediate and low-cost alternatives, respectively.

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 2010 Trustees Report high-cost set of assumptions. See tables II.4 and V.A4 for intermediate and low-cost alternatives, respectively.

Source: Figures based on average amount of total wages.

Note: Estimates based on 2010 Trustees Report high-cost set of assumptions. See tables II.5 and V.A5 for intermediate and low-cost alternatives, respectively.

Table V.B2.—Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds

(High-cost alternative, calendar years 2010-19)

Calendar

year January February March April May June July August September October November December

Average

nominal

rate

OASDI

effective

rate

2010 ........ 3.000 3.000 3.000 3.000 3.000 3.125 3.125 3.250 3.375 3.375 3.500 3.625 3.198 4.657

2011 ........ 3.625 3.875 4.125 4.500 4.625 4.875 5.000 5.250 5.375 5.625 5.750 6.000 4.885 4.578

2012 ........ 6.125 6.250 6.500 6.875 6.875 7.000 7.125 7.125 7.125 7.250 7.125 7.125 6.875 4.783

2013 ........ 7.125 7.125 7.125 7.000 7.000 7.000 7.000 7.000 7.000 7.000 6.875 6.875 7.010 5.043

2014 ........ 6.875 6.750 6.750 6.625 6.500 6.500 6.375 6.375 6.375 6.375 6.375 6.375 6.521 5.217

2015 ........ 6.375 6.375 6.375 6.375 6.375 6.375 6.375 6.375 6.375 6.375 6.375 6.250 6.365 5.341

2016 ........ 6.250 6.250 6.250 6.250 6.250 6.250 6.125 6.125 6.125 6.125 6.125 6.125 6.188 5.456

2017 ........ 6.125 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.010 5.552

2018 ........ 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.639

2019 ........ 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.875 5.708

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 2010-19)

Year

OASDI

benefit increasea

(percent)

a Effective with benefits payable for December in each year.

Average wageb

b Average wages used for Social Security indexing purposes.

Increase in average

wage indexc

(percent)

c Increase in the average wage index over the prior year.

OASDI

contribution and

benefit base d

d See Glossary for definition of “Annual maximum taxable limit”.

Retirement earnings test exempt amounts

Under normal

retirement agee

e See Glossary for definition of “Normal retirement age—NRA”.

Normal

retirement age f

f Public Law 106-182 eliminated 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. 

2010 ..................................... 0.0 $42,879.81 g 4.4

g Based on estimated average wage index of $41,067.51 for 2009.

$106,800 $14,160 $37,680

2011 ..................................... 2.2 44,589.32 4.0 106,800 14,160 37,680

2012 ..................................... 4.6 47,228.82 5.9 113,400 15,000 39,960

2013 ..................................... 4.3 50,100.69 6.1 117,900 15,600 41,640

2014 ..................................... 3.8 52,867.76 5.5 124,800 16,560 44,040

2015 ..................................... 3.8 55,603.42 5.2 132,300 17,520 46,800

2016 ..................................... 3.8 58,469.81 5.2 139,800 18,480 49,320

2017 ..................................... 3.8 61,242.02 4.7 147,000 19,440 51,840

2018 ..................................... 3.8 64,147.61 4.7 154,500 20,520 54,600

2019 ..................................... 3.8 67,083.66 4.6 161,700 21,480 57,120

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

(High-cost alternative, calendar years 2010-19)

Year

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

for a quarter

of coveragea

a See Glossary for a description of quarter-of-coverage requirements prior to 1978.

“Old-law”

contribution and

benefit baseb

b 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. 

First Second First Second Third

2010 ......................... $761 $4,586 $972 $1,403 $1,830 $1,120 $79,200

2011 ......................... 756 4,556 966 1,394 1,818 1,120 79,200

2012 ......................... 789 4,757 1,008 1,456 1,899 1,160 84,000

2013 ......................... 821 4,947 1,049 1,514 1,974 1,210 87,600

2014 ......................... 869 5,240 1,111 1,603 2,091 1,280 92,700

2015 ......................... 922 5,559 1,178 1,701 2,218 1,360 98,400

2016 ......................... 973 5,866 1,243 1,795 2,341 1,430 103,800

2017 ......................... 1,023 6,169 1,308 1,888 2,462 1,510 109,200

2018 ......................... 1,076 6,487 1,375 1,985 2,589 1,580 114,600

2019 ......................... 1,127 6,795 1,440 2,079 2,712 1,660 120,300
High Cost

305

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis and Alternative Models Group.

Note: Estimates based on 2010 Trustees Report high-cost set of assumptions. See tables II.6 and V.A6 for intermediate and low-cost alternatives, respectively.

Sources: 

• Covered persons used in calculating coverage rate from the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group. Population figures from the Office of

the Chief Actuary, Demographic Analysis and Alternative Models Group.

• 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 2010 Trustees Report high-cost set of assumptions. See tables II.9 and V.A7 for intermediate and low-cost alternatives, respectively.

Table V.B5.—Selected OASDI Short-Range Demographic Assumptions

(High-cost alternative, calendar years 2010-19)

Year

Total

fertility rate a

a 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 2034.

Age-sexadjusted

death rate b

(per 100,000)

b The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 2000, if that population were to experience the death rates by age

and sex observed in, or assumed for, the selected year.

Period life expectancy c

c 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

Male Female Male Female Legal Other

2010................................ 2.07 779.0 75.9 80.5 17.3 19.8 660,000 335,000

2011................................ 2.06 768.6 76.1 80.6 17.5 19.8 560,000 230,000

2012................................ 2.04 758.0 76.4 80.7 17.6 19.9 560,000 230,000

2013................................ 2.02 747.3 76.6 80.9 17.7 20.0 560,000 235,000

2014................................ 2.01 736.4 76.8 81.0 17.9 20.1 560,000 235,000

2015................................ 1.99 725.5 77.0 81.2 18.0 20.2 560,000 240,000

2016................................ 1.98 714.6 77.2 81.3 18.1 20.3 560,000 240,000

2017................................ 1.96 703.7 77.4 81.5 18.2 20.4 560,000 240,000

2018................................ 1.95 692.9 77.6 81.7 18.4 20.6 560,000 240,000

2019................................ 1.93 682.2 77.8 81.8 18.5 20.7 560,000 240,000

Table V.B6.—Selected OASDI Short-Range Programmatic Assumptions

(High-cost alternative, calendar years 2010-19)

Year

Insured status

Coverage ratea

(percent)

a The coverage rate is the number of persons with any covered employment during the year as a percentage of the average beginning of year and end of year total population aged 16

or older.

Fully b

(percent)

b 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.

Disabilityc

(percent)

c 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.

Disability

incidence rated

(per thousand)

d 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 exposure for calendar year 2000.

Disability

termination ratee

(percent)

e 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.

2010..................................... 62.45 83.78 70.78 7.08 75.59

2011..................................... 62.43 84.28 70.78 6.92 71.63

2012..................................... 62.70 84.80 70.89 6.88 77.33

2013..................................... 62.94 85.32 70.97 6.42 81.52

2014..................................... 63.28 85.82 71.02 6.24 80.31

2015..................................... 63.55 86.32 71.09 6.13 80.54

2016..................................... 63.78 86.82 71.16 6.03 80.36

2017..................................... 63.85 87.30 71.17 5.98 81.57

2018..................................... 63.83 87.77 71.16 6.00 82.34

2019..................................... 63.82 88.24 71.10 6.03 82.97
Alternative Assumptions

306

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 2010 Trustees Report high-cost set of assumptions. See tables III.B92 and V.A8 for intermediate and low-cost alternatives, respectively.

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

(High-cost alternative, end of calendar quarters 2010-19)

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefiTotal ciaries

Retired

workers Spouses Children Total Children

Widowed

mothers

and

fathers

Aged

widows

and

widowers

and

aged

parents

Disabled

widows

and

widowers Total

Disabled

workers Spouses Children

2010-I ........... 53,105,449 36,797,969 33,883,573 2,336,247 578,149 6,409,724 1,951,153 152,392 4,068,447 237,732 9,897,755 7,923,683 161,869 1,812,203 1

2010-II .......... 53,579,184 37,129,672 34,205,487 2,347,273 576,912 6,399,196 1,926,091 156,553 4,079,524 237,028 10,050,315 8,062,452 164,804 1,823,058 1

2010-III......... 53,875,104 37,321,967 34,406,216 2,351,087 564,664 6,366,044 1,882,100 158,253 4,086,050 239,641 10,187,093 8,201,230 167,516 1,818,347 ...

2010-IV......... 54,290,923 37,531,759 34,606,945 2,350,247 574,567 6,386,296 1,913,479 156,739 4,074,336 241,742 10,372,868 8,324,629 169,152 1,879,087 ...

2011-I............ 54,842,251 37,889,343 34,947,307 2,350,143 591,893 6,389,089 1,942,777 149,250 4,056,081 240,982 10,563,819 8,454,775 171,574 1,937,470 ...

2011-II .......... 55,313,122 38,231,225 35,287,670 2,351,091 592,464 6,381,941 1,920,627 153,629 4,066,851 240,834 10,699,956 8,588,055 173,811 1,938,090 ...

2011-III......... 55,606,025 38,434,204 35,500,794 2,352,928 580,482 6,352,613 1,878,579 155,371 4,075,892 242,771 10,819,208 8,721,346 175,880 1,921,983 ...

2011-IV......... 56,025,372 38,655,568 35,713,919 2,350,198 591,451 6,375,383 1,910,640 153,955 4,066,609 244,179 10,994,421 8,839,559 176,916 1,977,946 ...

2012-I ........... 56,604,940 39,062,932 36,103,021 2,350,072 609,839 6,381,003 1,940,357 146,662 4,051,167 242,818 11,161,005 8,947,590 178,891 2,034,524 ...

2012-II .......... 57,104,093 39,453,732 36,492,123 2,350,974 610,635 6,376,994 1,919,192 151,034 4,064,683 242,085 11,273,367 9,059,186 180,718 2,033,462 ...

2012-III......... 57,406,806 39,686,887 36,735,738 2,352,863 598,286 6,351,041 1,878,315 152,816 4,076,463 243,448 11,368,878 9,170,789 182,411 2,015,678 ...

2012-IV......... 57,836,955 39,939,705 36,979,353 2,350,279 610,073 6,376,625 1,910,838 151,490 4,070,026 244,271 11,520,625 9,267,737 183,091 2,069,797 ...

2013-I ........... 58,417,751 40,393,908 37,414,885 2,349,504 629,519 6,382,260 1,940,729 144,368 4,054,674 242,488 11,641,583 9,340,735 183,902 2,116,946 ...

2013-II .......... 58,919,283 40,830,938 37,850,417 2,349,991 630,530 6,378,274 1,920,243 148,731 4,067,953 241,347 11,710,071 9,417,635 184,647 2,107,789 ...

2013-III......... 59,207,694 41,092,692 38,123,303 2,351,585 617,804 6,352,746 1,880,240 150,544 4,079,680 242,282 11,762,256 9,494,540 185,331 2,082,385 ...

2013-IV......... 59,624,118 41,375,255 38,396,188 2,348,704 630,363 6,378,139 1,912,945 149,296 4,073,223 242,675 11,870,724 9,558,235 185,116 2,127,373 ...

2014-I ........... 60,204,486 41,840,327 38,841,914 2,347,651 650,762 6,385,122 1,942,881 142,327 4,058,934 240,981 11,979,037 9,622,727 185,651 2,170,660 ...

2014-II .......... 60,707,001 42,287,548 39,287,640 2,348,027 651,881 6,382,717 1,922,910 146,681 4,073,204 239,922 12,036,736 9,691,176 186,140 2,159,421 ...

2014-III......... 60,992,742 42,555,188 39,566,979 2,349,587 638,622 6,358,951 1,883,516 148,523 4,085,982 240,930 12,078,603 9,759,629 186,587 2,132,387 ...

2014-IV......... 61,405,408 42,844,829 39,846,318 2,346,667 651,844 6,385,638 1,916,340 147,343 4,080,552 241,403 12,174,941 9,815,296 186,157 2,173,488 ...

2015-I ........... 61,995,507 43,332,867 40,316,764 2,344,262 671,841 6,390,630 1,946,013 140,512 4,064,455 239,650 12,272,010 9,871,015 186,435 2,214,560 ...

2015-II .......... 62,507,330 43,802,406 40,787,210 2,343,410 671,786 6,386,327 1,925,991 144,861 4,076,947 238,527 12,318,597 9,930,798 186,688 2,201,111 ...

2015-III......... 62,793,553 44,083,585 41,082,592 2,343,776 657,217 6,360,621 1,886,455 146,731 4,087,955 239,481 12,349,347 9,990,586 186,917 2,171,844 ...

2015-IV......... 63,207,508 44,387,124 41,377,975 2,339,660 669,489 6,385,401 1,919,183 145,615 4,080,705 239,898 12,434,983 10,037,901 186,298 2,210,784 ...

2016-I ........... 63,811,826 44,896,568 41,870,773 2,336,691 689,104 6,391,945 1,948,563 138,894 4,066,412 238,076 12,523,313 10,087,019 186,416 2,249,878 ...

2016-II .......... 64,337,171 45,387,462 42,363,570 2,335,343 688,549 6,388,979 1,928,107 143,226 4,080,777 236,870 12,560,730 10,140,277 186,521 2,233,932 ...

2016-III......... 64,628,312 45,681,558 42,673,003 2,335,230 673,325 6,364,584 1,888,070 145,107 4,093,643 237,764 12,582,170 10,193,538 186,616 2,202,016 ...

2016-IV......... 65,048,514 45,998,066 42,982,436 2,330,647 684,983 6,390,931 1,920,577 144,036 4,088,196 238,122 12,659,517 10,234,577 185,881 2,239,059 ...

2017-I ........... 65,661,238 46,525,940 43,494,950 2,326,787 704,203 6,396,243 1,949,828 137,414 4,072,977 236,023 12,739,055 10,275,586 185,970 2,277,500 ...

2017-II .......... 66,193,770 47,035,150 44,007,464 2,324,596 703,090 6,391,711 1,928,996 141,728 4,086,458 234,529 12,766,909 10,320,870 186,050 2,259,989 ...

2017-III......... 66,484,150 47,340,033 44,329,265 2,323,657 687,111 6,365,610 1,888,397 143,618 4,098,433 235,162 12,778,507 10,366,157 186,122 2,226,228 ...

2017-IV......... 66,905,867 47,667,537 44,651,066 2,318,272 698,199 6,390,841 1,920,924 142,585 4,092,078 235,254 12,847,489 10,399,427 185,373 2,262,689 ...

2018-I ........... 67,533,656 48,212,865 45,181,887 2,313,858 717,120 6,396,860 1,949,784 136,053 4,077,995 233,029 12,923,931 10,436,798 185,582 2,301,551 ...

2018-II .......... 68,079,040 48,739,365 45,712,708 2,311,167 715,490 6,392,388 1,928,136 140,348 4,092,510 231,394 12,947,287 10,478,547 185,776 2,282,964 ...

2018-III......... 68,374,735 49,054,431 46,045,829 2,309,751 698,851 6,366,368 1,886,648 142,244 4,105,572 231,904 12,953,936 10,520,299 185,956 2,247,681 ...

2018-IV......... 68,804,550 49,392,330 46,378,951 2,303,925 709,454 6,392,275 1,918,809 141,245 4,100,352 231,869 13,019,945 10,550,030 185,303 2,284,612 ...

2019-I ........... 69,444,241 49,952,365 46,925,406 2,298,671 728,288 6,396,784 1,947,616 134,783 4,084,812 229,572 13,095,092 10,584,767 185,619 2,324,706 ...

2019-II .......... 69,999,594 50,493,524 47,471,860 2,295,207 726,457 6,390,261 1,925,773 139,047 4,097,583 227,858 13,115,809 10,623,976 185,913 2,305,920 ...

2019-III......... 70,299,561 50,817,544 47,814,838 2,293,053 709,653 6,362,598 1,884,349 140,935 4,109,029 228,285 13,119,419 10,663,186 186,189 2,270,044 ...

2019-IV......... 70,735,204 51,164,283 48,157,816 2,286,531 719,936 6,386,725 1,916,274 139,954 4,102,332 228,165 13,184,196 10,690,333 185,622 2,308,241 ...
High Cost

307

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 2010 Trustees Report high-cost set of assumptions. See tables III.E37 and V.A9 for intermediate and low-cost alternatives, respectively.

Table V.B8.—Summary of OASDI Benefit Payments

(High-cost alternative, calendar quarters 2010-19)

[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

2010-I ......... $172,520.2 $115,871.3 $108,886.7 $6,984.7 $26,387.9 $4,542.3 $404.9 $20,910.2 $530.5 $30,208.0 $27,957.5 $2,250.6 a

a Less than $50,000.

$53.0

2010-II........ 176,058.6 117,542.9 110,529.8 7,013.1 26,685.9 4,679.0 407.5 21,065.6 533.9 31,776.4 29,339.6 2,436.8 a 53.5

2010-III....... 177,600.2 118,668.9 111,660.9 7,008.0 26,588.7 4,489.4 424.0 21,144.3 531.0 32,292.7 29,883.2 2,409.5 ... 50.0

2010-IV ...... 179,668.2 120,112.7 113,037.1 7,075.6 26,639.1 4,507.4 421.3 21,183.3 527.0 32,869.9 30,409.3 2,460.7 ... 46.5

2011-I ......... 180,729.0 121,143.0 113,988.0 7,155.0 26,637.4 4,579.4 396.3 21,128.7 532.9 32,893.1 30,438.5 2,454.6 ... 55.6

2011-II........ 182,968.9 122,616.1 115,456.6 7,159.5 26,905.4 4,685.2 404.4 21,276.7 539.0 33,394.8 30,890.2 2,504.5 ... 52.7

2011-III....... 184,453.7 123,780.3 116,640.9 7,139.5 26,824.2 4,501.3 421.3 21,364.5 537.2 33,799.8 31,338.1 2,461.7 ... 49.3

2011-IV ...... 186,663.3 125,315.5 118,110.1 7,205.4 26,891.2 4,523.2 418.6 21,416.5 532.9 34,410.8 31,895.0 2,515.8 ... 45.8

2012-I ......... 192,281.9 129,243.2 121,783.2 7,460.0 27,506.4 4,706.7 401.7 21,848.0 550.0 35,476.7 32,873.5 2,603.2 ... 55.6

2012-II........ 194,741.3 130,965.7 123,500.2 7,465.5 27,804.5 4,817.6 410.3 22,021.3 555.2 35,918.4 33,265.1 2,653.3 ... 52.7

2012-III....... 196,384.8 132,332.3 124,887.6 7,444.7 27,742.2 4,631.9 427.7 22,130.4 552.2 36,260.9 33,652.2 2,608.7 ... 49.4

2012-IV ...... 198,776.0 134,074.2 126,556.7 7,517.5 27,831.3 4,657.5 425.3 22,201.8 546.7 36,824.6 34,160.1 2,664.5 ... 45.9

2013-I ......... 209,264.4 141,631.1 133,659.8 7,971.3 29,147.2 4,959.3 417.5 23,194.1 576.2 38,430.5 35,655.4 2,775.0 ... 55.6

2013-II........ 211,904.5 143,622.2 135,643.2 7,978.9 29,470.2 5,076.3 426.8 23,386.2 580.9 38,759.4 35,941.9 2,817.5 ... 52.8

2013-III....... 213,650.4 145,200.4 137,243.2 7,957.2 29,412.7 4,882.5 444.8 23,508.6 576.8 38,987.8 36,224.7 2,763.1 ... 49.4

2013-IV ...... 216,187.2 147,169.4 139,130.4 8,039.0 29,513.9 4,910.9 442.5 23,590.4 570.0 39,458.0 36,644.4 2,813.6 ... 45.9

2014-I ......... 227,101.8 155,027.1 146,525.6 8,501.5 30,822.5 5,212.1 433.1 24,578.5 598.7 41,196.6 38,253.8 2,942.8 ... 55.6

2014-II........ 229,919.3 157,190.6 148,679.7 8,510.9 31,166.1 5,335.5 443.0 24,783.7 603.9 41,509.9 38,526.0 2,983.9 ... 52.8

2014-III....... 231,785.5 158,905.1 150,418.4 8,486.7 31,111.1 5,134.1 461.8 24,915.3 599.9 41,719.9 38,792.9 2,927.0 ... 49.4

2014-IV ...... 234,516.7 161,062.0 152,485.9 8,576.2 31,223.2 5,165.9 459.7 25,004.7 593.0 42,185.6 39,207.5 2,978.0 ... 45.9

2015-I ......... 245,288.5 168,843.3 159,818.9 9,024.4 32,451.6 5,456.3 447.8 25,927.3 620.1 43,938.0 40,824.3 3,113.7 ... 55.6

2015-II........ 248,313.3 171,218.0 162,190.7 9,027.3 32,810.8 5,586.1 458.3 26,140.6 625.7 44,231.8 41,077.3 3,154.5 ... 52.7

2015-III....... 250,317.3 173,098.3 164,104.7 8,993.6 32,750.4 5,375.2 478.0 26,275.6 621.5 44,419.4 41,326.2 3,093.1 ... 49.3

2015-IV ...... 253,263.7 175,470.5 166,387.3 9,083.2 32,866.3 5,410.2 476.2 26,365.7 614.3 44,881.1 41,735.4 3,145.7 ... 45.9

2016-I ......... 264,901.2 183,942.6 174,389.7 9,553.0 34,163.1 5,714.0 463.9 27,342.7 642.5 46,739.9 43,450.0 3,289.9 ... 55.6

2016-II........ 268,175.5 186,539.9 176,987.7 9,552.2 34,555.3 5,850.8 475.2 27,580.9 648.4 47,027.6 43,696.3 3,331.3 ... 52.7

2016-III....... 270,351.6 188,595.5 179,080.9 9,514.6 34,503.4 5,627.4 495.7 27,736.3 644.0 47,203.4 43,939.1 3,264.4 ... 49.3

2016-IV ...... 273,557.2 191,198.4 181,588.7 9,609.7 34,640.4 5,665.5 494.1 27,844.5 636.4 47,672.5 44,354.0 3,318.5 ... 45.9

2017-I ......... 286,116.5 200,393.0 190,290.8 10,102.2 36,015.2 5,981.9 481.2 28,886.8 665.2 49,652.8 46,179.3 3,473.5 ... 55.6

2017-II........ 289,613.9 203,189.8 193,093.8 10,096.0 36,440.7 6,126.1 493.2 29,150.6 670.9 49,930.7 46,413.4 3,517.3 ... 52.7

2017-III....... 291,932.5 205,398.5 195,346.8 10,051.7 36,396.6 5,889.2 514.6 29,327.2 665.7 50,088.0 46,643.3 3,444.8 ... 49.3

2017-IV ...... 295,356.5 208,197.8 198,048.4 10,149.3 36,554.6 5,930.1 513.1 29,454.3 657.1 50,558.3 47,056.5 3,501.8 ... 45.9

2018-I ......... 308,940.9 218,183.9 207,517.8 10,666.1 38,013.3 6,260.1 499.6 30,567.2 686.5 52,688.0 49,015.8 3,672.2 ... 55.6

2018-II........ 312,718.2 221,231.7 210,576.3 10,655.4 38,458.9 6,410.9 512.3 30,843.6 692.1 52,974.8 49,255.1 3,719.7 ... 52.7

2018-III....... 315,234.6 223,646.3 213,040.6 10,605.8 38,407.9 6,158.8 534.6 31,028.0 686.4 53,131.1 49,489.8 3,641.2 ... 49.4

2018-IV ...... 318,919.4 226,680.0 215,973.0 10,707.0 38,572.1 6,201.1 533.2 31,160.5 677.2 53,621.5 49,919.3 3,702.2 ... 45.9

2019-I ......... 333,594.7 237,561.4 226,311.3 11,250.1 40,100.0 6,544.2 519.0 32,329.8 707.0 55,877.7 51,993.0 3,884.7 ... 55.7

2019-II........ 337,645.3 240,861.5 229,627.7 11,233.9 40,553.3 6,702.2 532.3 32,606.0 712.8 56,177.7 52,240.7 3,936.9 ... 52.8

2019-III....... 340,353.2 243,483.0 232,304.7 11,178.3 40,484.9 6,437.6 555.5 32,785.2 706.7 56,335.9 52,483.1 3,852.8 ... 49.4

2019-IV ...... 344,308.9 246,768.9 235,485.8 11,283.1 40,644.2 6,482.9 554.2 32,910.3 696.8 56,849.9 52,931.6 3,918.2 ... 45.9
Alternative Assumptions

308

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 2010 Trustees Report high-cost set of assumptions. See tables IV.14 and V.A10 for intermediate and low-cost alternatives, respectively.

Table V.B9.—Operations of the OASI Trust Fund

(High-cost alternative, calendar quarters 2010-19)

[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 a

a 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

personsb

b Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interestc

c 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

paymentsd

d 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

2010-I........ $142,083.6 $5,989.9 ... ... $220.6 $148,294.1 $142,298.8 $865.4 ... $143,164.2 ... $5,129.9 $2,341,928.0

2010-II ...... 153,540.0 5,990.4 ... ... 54,488.4 214,018.8 144,268.6 1,018.2 $3,932.3 149,219.0 ... 64,799.7 2,406,727.8

2010-III ..... 131,983.2 5,921.5 ... ... 124.1 138,028.6 145,294.0 993.5 ... 146,287.5 ... -8,258.9 2,398,468.8

2010-IV..... 123,810.1 5,982.4 -$90.0 e

e Less than $50,000.

53,672.5 183,374.8 146,784.2 967.0 ... 147,751.3 ... 35,623.5 2,434,092.3

2011-I........ 153,055.5 6,195.0 ... ... 471.3 159,722.3 147,822.1 946.7 ... 148,768.9 ... 10,953.5 2,445,045.8

2011-II....... 167,216.8 6,267.9 ... ... 54,549.2 228,033.1 149,560.4 1,010.9 3,930.5 154,501.8 ... 73,531.3 2,518,577.1

2011-III ..... 143,920.6 6,313.1 ... ... 790.5 151,023.8 150,640.3 986.3 ... 151,626.7 ... -602.9 2,517,974.2

2011-IV ..... 133,811.6 6,380.1 ... ... 56,013.8 196,205.9 152,239.7 997.4 ... 153,237.1 ... 42,968.8 2,560,943.0

2012-I........ 164,606.5 6,938.1 ... ... 1,095.0 172,639.0 156,792.2 976.5 ... 157,768.7 ... 14,870.3 2,575,813.3

2012-II ...... 177,890.5 7,027.3 ... ... 58,407.3 243,325.7 158,810.0 1,042.7 3,980.1 163,832.7 ... 79,493.0 2,655,306.3

2012-III ..... 152,742.5 7,084.9 ... ... 1,039.7 160,866.6 160,111.1 1,017.4 ... 161,128.4 ... -261.8 2,655,044.5

2012-IV..... 143,757.0 7,165.8 ... ... 63,036.5 213,959.3 161,939.1 1,039.4 ... 162,978.6 ... 50,980.7 2,706,025.2

2013-I........ 175,559.2 8,006.6 ... ... 1,441.3 185,007.0 170,821.1 1,017.6 ... 171,838.8 ... 13,168.2 2,719,193.4

2013-II ...... 190,604.0 8,114.9 ... ... 65,592.9 264,311.7 173,132.4 1,086.6 4,055.9 178,274.9 ... 86,036.8 2,805,230.2

2013-III ..... 162,674.0 8,186.1 ... ... 1,218.9 172,079.1 174,649.9 1,060.2 ... 175,710.2 ... -3,631.1 2,801,599.1

2013-IV..... 152,907.8 8,282.9 ... ... 69,608.6 230,799.5 176,717.3 1,079.9 ... 177,797.3 ... 53,002.2 2,854,601.4

2014-I........ 187,784.3 8,999.6 ... ... 364.5 197,148.1 185,892.9 1,057.3 ... 186,950.1 ... 10,198.0 2,864,799.4

2014-II ...... 202,491.3 9,120.8 ... ... 73,234.3 284,846.2 188,397.1 1,128.9 4,292.9 193,818.9 ... 91,027.2 2,955,826.6

2014-III ..... 172,742.1 9,201.0 ... ... 1,091.9 183,035.9 190,053.5 1,101.5 ... 191,154.9 ... -8,119.0 2,947,707.6

2014-IV..... 163,845.4 9,310.7 ... ... 75,258.5 248,413.2 192,319.5 1,120.6 ... 193,440.2 ... 54,973.0 3,002,680.6

2015-I........ 198,818.0 9,964.6 ... ... 1,506.5 210,289.1 201,338.4 1,097.1 ... 202,435.5 ... 7,853.6 3,010,534.1

2015-II ...... 214,221.8 10,099.8 ... ... 77,350.1 301,671.9 204,069.5 1,171.5 4,578.8 209,819.8 ... 91,852.1 3,102,386.2

2015-III ..... 182,555.4 10,189.7 ... ... 1,387.5 194,132.1 205,886.2 1,143.0 ... 207,029.2 ... -12,897.1 3,089,489.2

2015-IV..... 177,003.5 10,312.7 ... ... 80,654.3 267,970.9 208,371.2 1,164.6 ... 209,535.8 ... 58,435.1 3,147,924.2

2016-I........ 210,382.0 11,047.8 ... ... 1,188.1 222,618.0 218,149.4 1,140.2 ... 219,289.6 ... 3,328.4 3,151,252.6

2016-II ...... 229,074.6 11,199.1 ... ... 83,290.3 323,564.4 221,136.1 1,217.4 4,744.9 227,098.4 ... 96,466.0 3,247,718.7

2016-III ..... 197,631.1 11,300.4 ... ... 1,461.5 210,392.9 223,136.5 1,187.9 ... 224,324.4 ... -13,931.5 3,233,787.1

2016-IV..... 183,882.1 11,438.9 ... ... 86,150.0 281,471.9 225,873.4 1,207.3 ... 227,080.6 ... 54,391.2 3,288,178.4

2017-I........ 224,974.1 12,216.5 ... ... 547.0 237,738.6 236,452.0 1,182.0 ... 237,633.9 ... 104.6 3,288,283.0

2017-II ...... 242,108.8 12,382.9 ... ... 89,220.8 343,711.7 239,671.6 1,262.1 5,172.7 246,106.3 ... 97,605.4 3,385,888.4

2017-III ..... 205,969.3 12,494.5 ... ... 1,436.3 219,899.7 241,832.9 1,231.4 ... 243,064.2 ... -23,164.5 3,362,723.9

2017-IV..... 193,839.0 12,647.1 ... ... 91,469.5 297,956.7 244,787.0 1,253.2 ... 246,040.1 ... 51,916.6 3,414,640.5

2018-I........ 237,128.4 13,315.7 ... ... 290.7 250,735.4 256,241.1 1,226.9 ... 257,468.0 ... -6,732.6 3,407,907.9

2018-II ...... 255,236.3 13,497.2 ... ... 94,671.2 363,405.3 259,731.6 1,310.1 5,484.0 266,525.7 ... 96,879.6 3,504,787.5

2018-III ..... 217,399.8 13,619.8 ... ... 1,541.2 232,560.8 262,091.8 1,278.2 ... 263,370.1 ... -30,809.3 3,473,978.2

2018-IV..... 204,683.8 13,785.8 ... ... 95,665.0 314,134.8 265,286.3 1,300.1 ... 266,586.4 ... 47,548.3 3,521,526.5

2019-I........ 248,978.1 14,492.8 ... ... 1,877.8 265,348.6 277,704.9 1,272.8 ... 278,977.8 ... -13,629.2 3,507,897.4

2019-II ...... 269,435.2 14,688.5 ... ... 96,887.5 381,011.8 281,455.6 1,359.1 5,801.5 288,616.2 ... 92,395.7 3,600,293.0

2019-III ..... 228,295.0 14,821.5 ... ... 1,649.5 244,765.9 284,005.4 1,326.1 ... 285,331.5 ... -40,565.5 3,559,727.5

2019-IV..... 215,107.0 15,001.1 ... ... 99,306.2 329,413.3 287,447.4 1,346.5 ... 288,793.9 ... 40,619.4 3,600,346.8
High Cost

309

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 2010 Trustees Report high-cost set of assumptions. See tables IV.15 and V.A11 for intermediate and low-cost alternatives, respectively.

Table V.B10.—Operations of the DI Trust Fund

(High-cost alternative, calendar quarters 2010-19)

[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 a

a 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

personsb

b Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interestc

c 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

paymentsd

d 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

2010-I ........ $24,126.4 $483.9 ... ... $40.9 $24,651.2 $30,215.0 $723.7 ... $30,938.8 ... -$6,287.6 $197,262.0

2010-II....... 26,065.0 484.0 ... ... 4,760.8 31,309.7 31,797.3 751.9 $498.6 33,047.7 ... -1,738.0 195,524.0

2010-III...... 22,408.5 509.9 ... ... 71.4 22,990.3 32,313.7 719.6 ... 33,033.2 ... -10,042.9 185,481.1

2010-IV ..... 21,021.7 519.0 ... ... 4,336.3 25,878.3 32,894.1 712.8 ... 33,607.0 ... -7,728.7 177,752.4

2011-I ........ 25,988.0 555.0 ... ... 43.8 26,586.9 32,917.4 789.0 ... 33,706.5 ... -7,119.6 170,632.8

2011-II ....... 28,387.3 563.5 ... ... 3,987.1 32,937.5 33,419.1 845.7 568.1 34,832.9 ... -1,895.4 168,737.5

2011-III...... 24,440.2 570.3 ... ... 63.0 25,072.4 33,824.1 809.4 ... 34,633.6 ... -9,561.2 159,176.3

2011-IV ..... 22,723.2 580.7 ... ... 3,645.6 26,949.2 34,444.1 763.9 ... 35,208.0 ... -8,258.8 150,917.5

2012-I ........ 27,951.5 650.6 ... ... 63.6 28,666.3 35,509.9 845.5 ... 36,355.4 ... -7,689.1 143,228.4

2012-II....... 30,207.5 658.7 ... ... 3,267.9 34,134.6 35,951.6 906.3 527.0 37,384.8 ... -3,250.2 139,978.2

2012-III...... 25,938.5 665.0 ... ... 78.3 26,681.3 36,294.1 867.4 ... 37,161.5 ... -10,480.2 129,498.0

2012-IV ..... 24,411.7 675.3 ... ... 2,842.6 27,928.9 36,871.5 800.1 ... 37,671.7 ... -9,742.7 119,755.2

2013-I ........ 29,812.6 774.8 ... ... 71.8 30,658.5 38,477.1 885.7 ... 39,362.8 ... -8,704.3 111,051.0

2013-II....... 32,365.7 781.5 ... ... 2,407.5 35,555.9 38,806.0 949.3 530.5 40,285.8 ... -4,729.9 106,321.1

2013-III...... 27,623.6 786.1 ... ... 80.3 28,490.3 39,034.5 908.5 ... 39,943.1 ... -11,452.7 94,868.3

2013-IV ..... 25,966.1 795.5 ... ... 1,974.9 28,735.3 39,515.0 844.8 ... 40,359.7 ... -11,624.4 83,243.9

2014-I ........ 31,887.8 869.3 ... ... 65.0 32,822.4 41,253.3 935.1 ... 42,188.4 ... -9,366.0 73,877.9

2014-II....... 34,385.3 875.9 ... ... 1,594.5 36,855.4 41,566.7 1,002.2 542.3 43,111.2 ... -6,255.8 67,622.1

2014-III...... 29,334.3 880.3 ... ... 72.8 30,287.1 41,776.7 959.2 ... 42,735.9 ... -12,448.8 55,173.3

2014-IV ..... 27,822.6 890.2 ... ... 1,128.8 29,842.0 42,251.9 895.3 ... 43,147.2 ... -13,305.2 41,868.1

2015-I ........ 33,762.3 960.2 ... ... 82.8 34,805.1 44,004.1 991.0 ... 44,995.2 ... -10,190.1 31,678.0

2015-II....... 36,376.0 966.7 ... ... 603.3 37,947.0 44,297.9 1,062.2 542.6 45,902.8 ... -7,955.8 23,722.2

2015-III...... 31,000.4 970.8 ... ... 78.7 32,049.5 44,485.6 1,016.6 ... 45,502.2 ... -13,452.7 10,269.5

2015-IV ..... 30,056.7 980.9 ... ... e e 44,953.5 952.3 ... 45,905.8 ... e

e Under the high-cost assumptions the DI Trust Fund is projected to be exhausted in the 4th quarter of 2015. Therefore, certain trust fund operations values for the 4th quarter of 2015

through 2019 are not meaningful under present law and are not shown in this table.

e

2016-I ........ 35,725.1 1,061.7 ... ... e e 46,812.0 1,054.1 ... 47,866.2 ... e e

2016-II....... 38,900.6 1,068.2 ... ... e e 47,099.8 1,129.9 532.2 48,761.9 ... e e

2016-III...... 33,560.8 1,072.2 ... ... e e 47,275.7 1,081.3 ... 48,357.1 ... e e

2016-IV ..... 31,224.7 1,082.9 ... ... e e 47,749.8 1,010.9 ... 48,760.7 ... e e

2017-I ........ 38,203.5 1,176.1 ... ... e e 49,729.8 1,119.0 ... 50,848.8 ... e e

2017-II....... 41,112.6 1,182.7 ... ... e e 50,007.7 1,199.4 518.1 51,725.3 ... e e

2017-III...... 34,975.9 1,186.4 ... ... e e 50,165.1 1,147.9 ... 51,313.1 ... e e

2017-IV ..... 32,917.0 1,197.6 ... ... e e 50,638.0 1,074.1 ... 51,712.1 ... e e

2018-I ........ 40,266.5 1,275.9 ... ... e e 52,767.4 1,189.0 ... 53,956.3 ... e e

2018-II....... 43,342.1 1,282.8 ... ... e e 53,054.2 1,274.4 503.5 54,832.0 ... e e

2018-III...... 36,916.6 1,286.6 ... ... e e 53,210.6 1,219.7 ... 54,430.2 ... e e

2018-IV ..... 34,756.4 1,298.5 ... ... e e 53,703.4 1,139.9 ... 54,843.4 ... e e

2019-I ........ 42,278.7 1,382.3 ... ... e e 55,959.3 1,261.8 ... 57,221.1 ... e e

2019-II....... 45,752.8 1,389.7 ... ... e e 56,259.3 1,352.4 478.7 58,090.5 ... e e

2019-III...... 38,766.5 1,393.6 ... ... e e 56,417.6 1,294.4 ... 57,712.0 ... e e

2019-IV ..... 36,528.3 1,406.3 ... ... e e 56,934.4 1,206.8 ... 58,141.1 ... e e
Alternative Assumptions

310

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 2010 Trustees Report high-cost set of assumptions. See tables IV.16 and V.A12 for intermediate and low-cost alternatives, respectively.

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

(High-cost alternative, calendar quarters 2010-19)

[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 a

a 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

personsb

b Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interestc

c 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

paymentsd

d 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

2010-I........ $166,210.0 $6,473.8 ... ... $261.5 $172,945.3 $172,513.8 $1,589.2 ... $174,103.0 ... -$1,157.7 $2,539,190.0

2010-II ...... 179,605.0 6,474.4 ... ... 59,249.2 245,328.5 176,065.8 1,770.1 $4,430.9 182,266.8 ... 63,061.7 2,602,251.8

2010-III ..... 154,391.7 6,431.4 ... ... 195.4 161,018.9 177,607.6 1,713.1 ... 179,320.7 ... -18,301.8 2,583,949.9

2010-IV..... 144,831.8 6,501.4 -$90.0 e

e Less than $50,000.

58,008.8 209,253.1 179,678.4 1,679.9 ... 181,358.3 ... 27,894.8 2,611,844.7

2011-I........ 179,043.5 6,750.0 ... ... 515.1 186,309.3 180,739.5 1,735.8 ... 182,475.4 ... 3,833.9 2,615,678.6

2011-II....... 195,604.1 6,831.4 ... ... 58,536.3 260,970.7 182,979.5 1,856.6 4,498.6 189,334.7 ... 71,636.0 2,687,314.6

2011-III ..... 168,360.8 6,883.4 ... ... 853.5 176,096.2 184,464.4 1,795.7 ... 186,260.3 ... -10,164.1 2,677,150.5

2011-IV ..... 156,534.8 6,960.8 ... ... 59,659.3 223,155.1 186,683.8 1,761.3 ... 188,445.0 ... 34,710.0 2,711,860.5

2012-I........ 192,558.0 7,588.7 ... ... 1,158.6 201,305.3 192,302.1 1,822.0 ... 194,124.0 ... 7,181.2 2,719,041.7

2012-II ...... 208,098.0 7,686.0 ... ... 61,675.3 277,460.3 194,761.6 1,949.0 4,507.1 201,217.5 ... 76,242.8 2,795,284.5

2012-III ..... 178,681.0 7,749.9 ... ... 1,118.0 187,547.9 196,405.2 1,884.7 ... 198,289.9 ... -10,742.0 2,784,542.5

2012-IV..... 168,168.7 7,841.1 ... ... 65,879.1 241,888.2 198,810.6 1,839.5 ... 200,650.3 ... 41,237.9 2,825,780.4

2013-I........ 205,371.8 8,781.4 ... ... 1,513.1 215,665.5 209,298.2 1,903.2 ... 211,201.6 ... 4,463.9 2,830,244.4

2013-II ...... 222,969.7 8,896.4 ... ... 68,000.3 299,867.7 211,938.4 2,035.8 4,586.3 218,560.7 ... 81,306.9 2,911,551.3

2013-III ..... 190,297.6 8,972.2 ... ... 1,299.2 200,569.5 213,684.5 1,968.7 ... 215,653.3 ... -15,083.8 2,896,467.5

2013-IV..... 178,873.9 9,078.4 ... ... 71,583.4 259,534.8 216,232.3 1,924.7 ... 218,157.0 ... 41,377.8 2,937,845.3

2014-I........ 219,672.1 9,868.9 ... ... 429.5 229,970.5 227,146.2 1,992.3 ... 229,138.5 ... 832.0 2,938,677.2

2014-II ...... 236,876.6 9,996.7 ... ... 74,828.9 321,701.6 229,963.8 2,131.2 4,835.2 236,930.1 ... 84,771.5 3,023,448.7

2014-III ..... 202,076.4 10,081.3 ... ... 1,164.7 213,323.0 231,830.2 2,060.7 ... 233,890.8 ... -20,567.8 3,002,880.9

2014-IV..... 191,668.0 10,200.9 ... ... 76,387.3 278,255.2 234,571.4 2,015.9 ... 236,587.4 ... 41,667.8 3,044,548.7

2015-I........ 232,580.3 10,924.8 ... ... 1,589.3 245,094.2 245,342.6 2,088.1 ... 247,430.7 ... -2,336.5 3,042,212.1

2015-II ...... 250,597.8 11,066.5 ... ... 77,953.4 339,618.9 248,367.4 2,233.7 5,121.4 255,722.6 ... 83,896.3 3,126,108.4

2015-III ..... 213,555.8 11,160.5 ... ... 1,466.2 226,181.6 250,371.7 2,159.6 ... 252,531.3 ... -26,349.8 3,099,758.6

2015-IV..... 207,060.2 11,293.6 ... ... 80,720.4 299,074.8 253,324.6 2,116.9 ... 255,441.7 ... 43,633.1 3,143,391.8

2016-I........ 246,107.1 12,109.5 ... ... 1,205.9 259,422.4 264,961.4 2,194.3 ... 267,155.8 ... -7,733.3 3,135,658.4

2016-II ...... 267,975.2 12,267.3 ... ... 82,758.8 363,000.2 268,235.9 2,347.3 5,277.1 275,860.3 ... 87,139.9 3,222,798.3

2016-III ..... 231,191.9 12,372.6 ... ... 1,479.6 245,043.4 270,412.2 2,269.2 ... 272,681.4 ... -27,638.1 3,195,160.2

2016-IV..... 215,106.8 12,521.8 ... ... 84,843.1 312,472.9 273,623.2 2,218.2 ... 275,841.4 ... 36,631.5 3,231,791.8

2017-I........ 263,177.6 13,392.6 ... ... 564.9 277,135.6 286,181.7 2,301.0 ... 288,482.7 ... -11,347.1 3,220,444.7

2017-II ...... 283,221.4 13,565.6 ... ... 87,082.7 383,869.3 289,679.2 2,461.5 5,690.9 297,831.6 ... 86,037.7 3,306,482.4

2017-III ..... 240,945.2 13,680.9 ... ... 1,452.7 256,078.6 291,998.0 2,379.3 ... 294,377.3 ... -38,298.7 3,268,183.7

2017-IV..... 226,756.0 13,844.7 ... ... 88,490.0 329,090.8 295,424.9 2,327.3 ... 297,752.2 ... 31,338.6 3,299,522.2

2018-I........ 277,394.9 14,591.6 ... ... 310.9 292,298.6 309,008.5 2,415.9 ... 311,424.3 ... -19,125.7 3,280,396.5

2018-II ...... 298,578.4 14,780.0 ... ... 90,779.1 404,138.2 312,785.8 2,584.4 5,987.5 321,357.7 ... 82,780.4 3,363,177.0

2018-III ..... 254,316.4 14,906.4 ... ... 1,558.1 270,781.4 315,302.4 2,497.9 ... 317,800.3 ... -47,018.9 3,316,158.1

2018-IV..... 239,440.2 15,084.3 ... ... 90,839.4 345,365.7 318,989.7 2,440.0 ... 321,429.8 ... 23,935.8 3,340,093.9

2019-I........ 291,256.8 15,875.1 ... ... 1,898.0 309,030.1 333,664.2 2,534.6 ... 336,198.9 ... -27,168.8 3,312,925.1

2019-II ...... 315,188.0 16,078.2 ... ... 91,035.0 422,302.1 337,714.9 2,711.5 6,280.2 346,706.7 ... 75,595.4 3,388,520.5

2019-III ..... 267,061.5 16,215.1 ... ... 1,665.6 284,942.6 340,423.0 2,620.4 ... 343,043.5 ... -58,100.8 3,330,419.7

2019-IV..... 251,635.3 16,407.4 ... ... 92,383.4 360,425.1 344,381.7 2,553.2 ... 346,935.0 ... 13,490.0 3,343,909.7
High Cost

311

Sources:

• Assets and disbursements shown earlier.

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Estimates based on 2010 Trustees Report high-cost set of assumptions. See tables IV.18 and V.A13 for intermediate and low-cost alternatives, respectively.

Sources:

• Effective taxable payroll from econometric model in the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

• 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 2010 Trustees Report high-cost set of assumptions. See tables IV.18 and V.A14 for intermediate and low-cost alternatives, respectively.

Table V.B12.—Trust Fund Ratiosa of the OASI, DI, and Combined Trust Funds

(High-cost alternative, calendar quarters 2010-19)

a 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

2010-I ............................... 398.5 155.8 354.3

2010-II.............................. 395.6 147.9 350.0

2010-III ............................ 402.9 144.6 355.3

2010-IV ............................ 398.0 135.6 349.5

2011-I ............................... 400.3 128.5 349.9

2011-II.............................. 396.2 121.0 345.0

2011-III............................. 402.0 117.5 349.0

2011-IV ............................ 395.9 108.9 342.3

2012-I ............................... 396.6 101.6 341.4

2012-II.............................. 390.4 94.5 335.1

2012-III ............................ 393.8 90.6 337.3

2012-IV ............................ 385.5 82.3 329.1

2013-I ............................... 384.6 74.9 327.2

2013-II.............................. 378.3 68.2 321.1

2013-III ............................ 382.0 64.2 323.5

2013-IV ............................ 373.7 56.3 315.5

2014-I ............................... 373.0 48.6 313.7

2014-II.............................. 366.9 42.5 307.8

2014-III ............................ 370.9 38.3 310.5

2014-IV ............................ 362.7 30.7 302.6

2015-I ............................... 362.3 23.0 301.1

2015-II.............................. 356.0 17.1 295.1

2015-III ............................ 359.5 12.6 297.4

2015-IV ............................ 351.0 5.4 289.4

2016-I ............................... 350.6 b

b Under the high-cost assumptions, the DI Trust Fund is projected to be exhausted by the beginning of 2016. Therefore, trust fund ratios for 2016 to 2019 are not meaningful under present law and are not shown in this table.

288.0

2016-II.............................. 344.0 b 281.8

2016-III ............................ 347.3 b 284.0

2016-IV ............................ 339.0 b 276.3

2017-I ............................... 338.0 b 274.2

2017-II.............................. 331.3 b 268.1

2017-III ............................ 334.2 b 269.9

2017-IV ............................ 325.4 b 261.8

2018-I ............................... 324.0 b 259.4

2018-II.............................. 316.9 b 253.0

2018-III ............................ 319.3 b 254.4

2018-IV ............................ 310.3 b 246.1

2019-I ............................... 308.4 b 243.3

2019-II.............................. 301.1 b 236.7

2019-III ............................ 302.9 b 237.5

2019-IV ............................ 293.6 b 229.1

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

(High-cost alternative, calendar years 2010-19)

[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

2010......................... 10.61 10.82 -0.21 1.76 2.41 -0.65 12.37 13.23 -0.85

2011......................... 11.04 10.78 .27 1.84 2.45 -.61 12.88 13.23 -.35

2012......................... 11.04 10.68 .36 1.84 2.46 -.62 12.88 13.14 -.26

2013......................... 11.08 10.91 .17 1.84 2.48 -.64 12.92 13.39 -.47

2014......................... 11.10 11.13 -.03 1.85 2.49 -.64 12.95 13.62 -.67

2015......................... 11.12 11.33 -.21 1.85 2.49 -.65 12.97 13.83 -.86

2016......................... 11.15 11.56 -.41 1.85 2.49 -.64 13.00 14.05 -1.05

2017......................... 11.18 11.86 -.69 1.85 2.51 -.65 13.03 14.37 -1.34

2018......................... 11.21 12.19 -.99 1.86 2.52 -.67 13.06 14.71 -1.65

2019......................... 11.22 12.55 -1.33 1.86 2.54 -.68 13.08 15.09 -2.01
Alternative Assumptions

312

Assumptions key:

I = Low-cost

II = Intermediate

III = High-cost

All future estimates based on the

2010 Trustees Report.

Figure 9.—Trust Fund Ratios of the OASI Trust Fund,

by Alternative, Calendar Years 1980-2019

[In percent]

Figure 11.—Trust Fund Ratios of the 

Combined OASI and DI Trust Funds,

by Alternative, Calendar Years 1980-2019

[In percent]

0.0

50.0

100.0

150.0

200.0

250.0

300.0

350.0

400.0

450.0

500.0

550.0

1980 1985 1990 1995 2000 2005 2010 2015 2020

Beginning of calendar year

I

II

III

Historical Estimated

0.0

50.0

100.0

150.0

200.0

250.0

300.0

350.0

400.0

450.0

500.0

550.0

1980 1985 1990 1995 2000 2005 2010 2015 2020

Beginning of calendar year

I

II

III

Historical Estimated

Figure 10.—Trust Fund Ratios of the DI Trust Fund,

by Alternative, Calendar Years 1980-2019

[In percent]

0.0

50.0

100.0

150.0

200.0

250.0

300.0

350.0

400.0

450.0

500.0

550.0

1980 1985 1990 1995 2000 2005 2010 2015 2020

Beginning of calendar year

I

II III

Historical Estimated
313

Appendices
314

.
Appendices

315

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 law requires that the wage base remain the same or increase

from year to year, so if this procedure results in a lower wage base than the previous year, the previous year’s wage base is

used. In addition, the wage base is not adjusted if there is no automatic cost-of-living adjustment effective for December of the

previous year.

The 1994 wage base was $60,600.

The 1992 national average wage index was $22,935.42.

The 2007 national average wage index was $40,405.48.

Example:

The wage base for calendar year 2009 was determined in 2008 as follows:

(1994 wage base) x [(2007 average wage index) / (1992 average wage index)]

$60,600.00 x [$40,405.48 / $22,935.42] = $106,759.42

Rounding $106,759.42 to the nearest $300 results in a wage base for 2009 of $106,800.

The wage base for 2010 was not adjusted because there was no automatic cost-of-living adjustment effective for December 2009. 

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 2010 Trustees Report, the

2011 wage base is estimated using the 1994 wage base, the projected 2009 average wage index, and the 1992 average wage

index. However, since there is no cost-of-living adjustment effective for December 2010 in the intermediate assumptions, the

wage base for 2011 remains at the 2010 level of $106,800.

Under the intermediate assumptions, the first nonzero projected cost-of-living adjustment occurs in December 2011, and the

wage base for 2012 is computed based on the 1994 wage base, the projected 2010 average wage index, and the 1992 average

wage index. Note that this recomputation of the wage base includes three years of increases in the average wage index (relative

to the last increased wage base for 2009), and results in the same wage base for 2012 as would have been computed if there

had been cost-of-living adjustments effective in December 2009 and 2010 and corresponding increases in the wage bases for

2010 and 2011.
Appendices

316

B. SCHEDULED INCREASES IN NORMAL RETIREMENT AGE (NRA)

The normal retirement age (also referred to as the “full retirement age”) is the age at which a person may first become entitled

to unreduced retirement benefits; that is, the retirement benefit is equal to the primary insurance amount (PIA). The NRA is 65

for persons born before 1938, and it is scheduled to gradually increase to 67 for persons born after 1959. The table below

shows the scheduled increases in NRA by year of birth. For benefit computation purposes, widows and widowers should add 2

years to the year of birth shown in the table.

The actual retirement benefit can be significantly higher or lower than the PIA, depending on the age at actual retirement.

Delayed retirement credits are accumulated for each month retirement is delayed past NRA up to age 70, and they serve as the

basis for increasing the monthly benefit1. Conversely, monthly benefits are reduced by a certain percentage for each month of

entitlement before NRA2.

1 See Glossary definition of “Delayed retirement credit” for more details.

2 See Glossary definition of “Benefit reduction” for more details.

Legislated Changes in Normal Retirement Age and Delayed Retirement

Credits, for Persons Reaching Age 62 in Each Year 1986 and Later

Year of birth

Year of

attainment of

age 62

Normal

retirement

age (NRA)

Credit for each 

year of delayed 

retirement after

NRA (percent)

Benefit, as a percentage of PIA, 

beginning at age —

62 65 66 67 70

1924 . . . . . . . . . . . . 1986 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 3 80 100 103 106 115

1925 . . . . . . . . . . . . 1987 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 3 1/2 80 100 103 1/2 107 117 1/2

1926 . . . . . . . . . . . . 1988 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 3 1/2 80 100 103 1/2 107 117 1/2

1927 . . . . . . . . . . . . 1989 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 4 80 100 104 108 120

1928 . . . . . . . . . . . . 1990 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 4 80 100 104 108 120

1929 . . . . . . . . . . . . 1991 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 4 1/2 80 100 104 1/2 109 122 1/2

1930 . . . . . . . . . . . . 1992 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 4 1/2 80 100 104 1/2 109 122 1/2

1931 . . . . . . . . . . . . 1993 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 5 80 100 105 110 125

1932 . . . . . . . . . . . . 1994 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 5 80 100 105 110 125

1933 . . . . . . . . . . . . 1995 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 5 1/2 80 100 105 1/2 111 127 1/2

1934 . . . . . . . . . . . . 1996 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 5 1/2 80 100 105 1/2 111 127 1/2

1935 . . . . . . . . . . . . 1997 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 6 80 100 106 112 130

1936 . . . . . . . . . . . . 1998 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 6 80 100 106 112 130

1937 . . . . . . . . . . . . 1999 . . . . . . . . . . . . . 65 . . . . . . . . . . . . . . . 6 1/2 80 100 106 1/2 113 132 1/2

1938 . . . . . . . . . . . . 2000 . . . . . . . . . . . . . 65, 2 mo . . . . . . . . . . 6 1/2 79 1/6 98 8/9 105 5/12 111 11/12 131 5/12

1939 . . . . . . . . . . . . 2001 . . . . . . . . . . . . . 65, 4 mo . . . . . . . . . . 7 78 1/3 97 7/9 104 2/3 111 2/3 132 2/3

1940 . . . . . . . . . . . . 2002 . . . . . . . . . . . . . 65, 6 mo . . . . . . . . . . 7 77 1/2 96 2/3 103 1/2 110 1/2 131 1/2

1941 . . . . . . . . . . . . 2003 . . . . . . . . . . . . . 65, 8 mo . . . . . . . . . . 7 1/2 76 2/3 95 5/9 102 1/2 110 132 1/2

1942 . . . . . . . . . . . . 2004 . . . . . . . . . . . . . 65, 10 mo . . . . . . . . . 7 1/2 75 5/6 94 4/9 101 1/4 108 3/4 131 1/4

1943-54. . . . . . . . . . 2005-16 . . . . . . . . . . 66 . . . . . . . . . . . . . . . 8 75 93 1/3 100 108 132

1955 . . . . . . . . . . . . 2017 . . . . . . . . . . . . . 66, 2 mo . . . . . . . . . . 8 74 1/6 92 2/9 98 8/9 106 2/3 130 2/3

1956 . . . . . . . . . . . . 2018 . . . . . . . . . . . . . 66, 4 mo . . . . . . . . . . 8 73 1/3 91 1/9 97 7/9 105 1/3 129 1/3

1957 . . . . . . . . . . . . 2019 . . . . . . . . . . . . . 66, 6 mo . . . . . . . . . . 8 72 1/2 90 96 2/3 104 128

1958 . . . . . . . . . . . . 2020 . . . . . . . . . . . . . 66, 8 mo . . . . . . . . . . 8 71 2/3 88 8/9 95 5/9 102 2/3 126 2/3

1959 . . . . . . . . . . . . 2021 . . . . . . . . . . . . . 66, 10 mo . . . . . . . . . 8 70 5/6 87 7/9 94 4/9 101 1/3 125 1/3

1960 & later . . . . . . 2022 & later . . . . . . . 67 . . . . . . . . . . . . . . . 8 70 86 2/3 93 1/3 100 124
Appendices

317

C. DISABLED WORKER INCIDENCE AND TERMINATION EXPOSURE

Awards and terminations are tabulated by calendar age - the integral age attained in the year disability benefits begin or terminate. For example, individuals born in 1974 and awarded benefits in 2009 are considered to be age 35 regardless of whether or

not they had a birthday prior to award.

Awards and terminations are events which change the number of beneficiaries on the rolls. For these events, exposure is the

estimated amount of time measured in life years that individuals in the underlying population are exposed to the event during

the year. For disabled worker awards, the underlying population is the insured population not in force, and for terminations,

the underlying population is the number of workers in force.

For the purposes of determining our rates, we consider changes in the underlying population during the year that are independent of the event we are measuring the annual exposure for. For example, the insured population not in force during the year

generally decreases as the year progresses as insureds are awarded benefits. In measuring annualized award exposure, we do

not consider this decrease in the exposed population.

Exposure is computed as the sum of two components:

• The number of life-years associated with the population exposed at the start of the year. The exposure for this component

is the starting exposed population times the average time exposed during the year. The average time exposed is assumed

to be one year.

• An adjustment for the change in the size of the exposed population during the year. This is the change in the number

exposed during the year times the average time exposed from start to end of exposure. We assume that increases or

decreases in the exposed population are distributed uniformly throughout the year, which results in an average time

exposed of six months.

For both of these components, the average time exposed is different at ages where there is attainment of NRA during the year.

At these ages, time exposed ends at attainment of NRA, so we use an adjusted average that accounts for birth months exposed

during the year and the months of NRA attainment during the year. These adjusted averages are computed under the assumption that the population is distributed uniformly among possible birth months and events are distributed uniformly among possible event months.

For awards, the population considered in the first exposure component is the number insured at the start of the year less the

number in force. The population for the second component is the difference between the end of year insured and the beginning

of year insured. For terminations, the population for the first exposure component is the number in force at the start of the

year. The population for the second component is the number of workers awarded during the year.

Historical rates are computed as events observed during the year divided by the exposure to the event in that year. Events in

future years are projected by multiplying projected rates by projected exposure.

.
Appendices

318

D. DISABLED WORKER ADJUSTED INCIDENCE AND TERMINATION RATES

Shifts in the age and gender composition of the exposure for given rates occur over time. To compare disability incidence and

termination rates in different years, we need to eliminate the distortions caused by these shifts. For this reason, gross rates are

adjusted to provide a measure of the rate at which individuals are being awarded that is independent of demographic shifts.

The short-range model performs the adjustment using direct standardization on single year of age rates. Explanations of the

calculation of gross and adjusted award rates are given below.

Gross Rates

In the short-range model, the gross disability incidence rate for a particular year is simply total awards divided by total exposure for that year. Total awards are computed in the projection period by applying the projected incidence rate to the projected

exposure at each age and then summing the results. Gross rates can change dramatically due to demographic shifts, such as the

entry of the baby-boom generation into the high disability incidence ages of 50-normal retirement age (NRA). These gross

rates are computed for each sex as well as for the total population.

Adjusted Rates

The adjusted incidence rate for a particular year is computed as total “adjusted” awards divided by the total exposure for the

standard year. Adjusted awards represent the number that would occur in a particular year if the exposure had the same agesex-specific profile as the exposure for the standard year. This is computed by applying the age-sex-specific rates in the year

by the age-sex-specific exposures in the standard year. The resulting adjusted awards are then summed and divided by the total

exposure in the standard year to get the adjusted rate for the year. Gross rates in total and for each sex are adjusted to produce

age-sex-adjusted total rates and age-adjusted rates for each sex.

The short-range model computes age-adjusted award and termination rates for each sex as well as age-sex-adjusted rates for

the entire population. The model uses 2000 for the standard year for all of these computations. Note that the exposure in 2000

is qualitatively different from the exposure in 2003 and later due to the change in NRA from 65 to 66, which introduces more

exposure at age 65 and above. For example, in 2010, the model projects awards at calendar age 66, which are awards in the

year of attainment of NRA before reaching NRA. There were no awards of this type at calendar age 66 in 2000. In 2003 and

later, the model applies the age 65 rate to the age 65 exposure in 2000 when computing adjusted awards. Age 66 rates are

ignored in the rate adjustment.
Appendices

319

E. 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 1975-2019.

Note: Future estimates based on 2010 Trustees Report intermediate set of assumptions.

Average Age of Disabled Workers

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 ......................... 49.28 48.72 50.95 50.89

2002 ......................... 49.40 48.76 51.09 51.00

2003 ......................... 49.74 49.01 51.33 51.20

2004 ......................... 49.99 49.29 51.61 51.44

2005 ......................... 50.19 49.57 51.91 51.72

2006 ......................... 50.40 49.86 52.21 52.00

2007 ......................... 50.68 50.14 52.49 52.28

2008 ......................... 50.73 50.20 52.70 52.50

2009 ......................... 50.70 50.14 52.76 52.58

2010 ......................... 50.83 50.28 52.87 52.69

2011 ......................... 50.93 50.41 53.02 52.86

2012 ......................... 51.00 50.51 53.13 52.99

2013 ......................... 51.06 50.58 53.22 53.10

2014 ......................... 51.14 50.66 53.34 53.25

2015 ......................... 51.23 50.73 53.47 53.40

2016 ......................... 51.31 50.79 53.60 53.54

2017 ......................... 51.39 50.86 53.71 53.66

2018 ......................... 51.47 50.94 53.81 53.77

2019 ......................... 51.56 51.03 53.89 53.85
Appendices

320

F. 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.4.

Automatic cost-of-living adjustment. The annual increase

in benefits, effective for December, reflecting the increase, if

any, in the cost of living. A benefit increase is applicable

only after a beneficiary becomes eligible for benefits. In

general, the benefit increase equals the percentage increase

in the Consumer Price Index for Urban Wage Earners and

Clerical Workers (CPI-W) measured from the third quarter

of the previous year to the third quarter of the current year. If

there is no increase in the CPI-W, there is no cost-of-living

benefit increase.

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.4.

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 or 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 or 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.

An alternative computation method takes into account the

worker’s earnings after 1936. The method yielding the highest PIA is used.
Appendices

321

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—NRA.” 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.5.

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 up to normal retirement age 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 up to normal retirement age 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.

A disabled worker benefit may also be reduced if it is payable to a beneficiary already entitled to a reduced retired

worker, 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.
Appendices

322

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 while being fully or currently

insured, if the child or grandchild is under age 18, or age 18-

19 and a full-time elementary or secondary school student

(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.4. For

the contribution rates for years 1980 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 is 2/24 of

1 percent for workers who attained age 62 before 1979, and

6/24 of 1 percent for workers who attained age 62 from 1979

through 1986. The percentage then increases by 1/24 of 1

percent every two eligibility years until reaching a maximum of 16/24 of 1 percent. The monthly credit is 7/24, 8/24,

9/24, 10/24, 11/24, 12/24, 13/24, 14/24, 15/24, and 16/24 of

1 percent for workers who attain age 62 in 1987-88, 1989-

1990, 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
Appendices

323

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.4.

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.

• 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
Appendices

324

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 lump-sum

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.”

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
Appendices

325

• 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 spouse. A wife or husband beneficiary who is eligible for a retired worker’s benefit, but has not applied for

the worker’s benefit. Often, the insured spouse has not

applied for a retired worker benefit because the total benefit

(worker plus dual entitlement as a spouse) would be the

same as the current benefit. In other cases, the delay in conversion to a retired worker benefit may result in a higher

ultimate benefit (up to age 70), either because 1) less of an

actuarial reduction (before NRA), or 2) the delayed retirement credit (after NRA) would apply to the retired worker

benefit.

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. Having 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. Having 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

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. A widow or widower beneficiary who is eligible for a retired worker’s benefit, but has

not applied for the worker’s benefit. Often, the insured

widow or widower has not applied for a retired worker benefit because the total benefit (worker plus dual entitlement as

a widow(er)) would be the same as the current benefit. In

other cases, the delay in conversion to a retired worker benefit may result in a higher ultimate benefit (up to age 70),
Appendices

326

either because 1) less of an actuarial reduction (before

NRA), or 2) the delayed retirement credit (after NRA)

would apply to the retired worker 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.5.

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.

Noncontributory wage credits of $100 were granted for each

$300 of military wages, up to a maximum credit of $1,200

per calendar year, from January 1978 to December 2001.

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 minimum 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:

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.”
Appendices

327

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.

The NRA is age 65 for persons born prior to 1938, but it is

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. See appendix B for

details on the transition.

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

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.5.

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.5. 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.
Appendices

328

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 nonAERO.

• 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 for other reasons, such repayment of a

prior underpayment due to excessive withholding or suspension of benefits because of 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

employment. 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
Appendices

329

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.4.

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, normal retirement age 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.

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 SelfEmployment 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. Also known

as Medicare Part A.

• Supplementary Medical Insurance (SMI). The Medicare trust fund composed of the Part B Account, the Part

D Account, and the Transitional Assistance Account.

The Part B Account pays for a portion of the costs of

physicians’ services, outpatient hospital services, and

other related medical and health services for voluntarily

enrolled aged and disabled individuals. The Part D
Appendices

330

Account pays private plans to provide prescription drug

coverage, beginning in 2006. The Transitional Assistance Account paid for transitional assistance under the

prescription drug card program in 2004 and 2005.

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 

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.
Appendices

331

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;

• Workers’ 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; 

• 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
Appendices

332

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”.