| 2001 OASDI Trustees Report |  |  |  |  |
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### List of Tables

## II. OVERVIEW

II.B1 Summary of 2000 Trust Fund Financial Operations
-   II.B2 Tax Rates for 2000 and Later    II.B3 Trust Fund Results in 2000
  -   II.C1 Ultimate Values of Key Economic and Demographic Assumptions      II.D1 Abbreviated Operations of the Combined OASI and DI Trust Funds, Calendar Years 2000-10
    -   II.D2 Projected Maximum Trust Fund Ratios Achieved and Trust Fund Exhaustion Dates        II.D3 Relationship Between OASDI Expenditures and Tax Income at the Time of Exhaustion of the Combined Funds and at the End of the 75-Year Projection Period Under Intermediate Assumptions
      -   II.D4 Reasons for Change in the 75-Year Actuarial Balance  Under Intermediate Assumptions   III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR          III.A1 Operations of the OASI Trust Fund, Fiscal Year 2000
-   III.A2 Assets of the OASI Trust Fund, End of Fiscal Years 1999-2000    III.A3 Operations of the DI Trust Fund, Fiscal Year 2000
  -   III.A4 Assets of the DI Trust Fund, End of Fiscal Years 1999-2000      III.A5 Operations of the Combined OASI and DI Trust Funds,  Fiscal Year 2000
    -   III.A6 Comparison of Actual Fiscal Year 2000 Trust Fund Operations With Estimates Made in Prior Reports        III.A7 Distribution of Benefit Payments by Type of Beneficiary or Payment, Fiscal Years 1999-2000
      -   III.A8 Administrative Expenses as a Percentage of Contribution Income and of Total Expenditures, Fiscal Years 1996-2000          III.A9 Trust Fund Investment Transactions, Fiscal Year 2000
        IV. ACTUARIAL ESTIMATES
        -   IV.A1 Operations of the OASI Trust Fund, Calendar Years 1996-2010    IV.A2 Operations of the DI Trust Fund, Calendar Years 1996-2010
  -   IV.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 1996-2010      IV.A4 Reasons for Change in Trust Fund Ratios at the Beginning  of the Tenth Year of Projection
    -   IV.B1 Estimated Annual Income Rates and Cost Rates,  Calendar Years 1990-2075        IV.B2 Covered Workers and Beneficiaries, Calendar Years 1945-2075
      -   IV.B3 Estimated Trust Fund Ratios, Calendar Years 2001-75          IV.B4 Summarized Income Rates and Cost Rates for 25-Year Subperiods, Calendar Years 2001-75
        -   IV.B5 Summarized Income Rates and Cost Rates for Valuation Periods, Calendar Years 2001-75            IV.B6 Comparison of Estimated Long-Range Actuarial Balances With the Minimum Allowable in the Test for Close Actuarial Balance,  Based on Intermediate Assumptions
          -   IV.B7 Components of Annual Income Rates, Calendar Years 2001-75              IV.B8 Components of Summarized Income Rates and Cost Rates,  Calendar Years 2001-75
            -   IV.B9 Reasons for Change in the 75-Year Actuarial Balance Under Intermediate Assumptions   V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES                V.A1 Principal Demographic Assumptions, Calendar Years 1940-2075
-   V.A2 Social Security Area Population as of July 1 and Dependency Ratios, Calendar Years 1950-2075    V.A3 Period Life Expectancies
  -   V.A4 Cohort Life Expectancies      V.B1 Principal Economic Assumptions
    -   V.B2 Additional Economic Factors        V.C1 Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2010
      -   V.C2 Selected Wage-Indexed Program Amounts, Calendar Years 1978-2010          V.C3 Legislated Changes in Normal Retirement Age and Delayed Retirement Credits, for Persons Reaching Age 62 in Each Year 1986 and Later
        -   V.C4 OASI Beneficiaries With Benefits in Current-Payment Status  at the End of Calendar Years 1945-2075            V.C5 Long-Range Ultimate Disabled Worker Age-Sex Adjusted  Incidence Rates
          -   V.C6 DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2075   VI. APPENDICES              -   A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS                -   VI.A1 Contribution and Benefit Base and Contribution Rates    VI.A2 Historical Operations of the OASI Trust Fund,  Calendar Years 1937-2000
  -   VI.A3 Historical Operations of the DI Trust Fund,  Calendar Years 1957-2000      VI.A4 Historical Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2000
    -   B. HISTORY OF ACTUARIAL BALANCE ESTIMATES        -   VI.B1 Long-Range OASDI Actuarial Balances as Shown  in the Trustees Reports for 1983-2001      C. FISCAL YEAR PROJECTIONS THROUGH 2010
  VI.C1 Operations of the OASI Trust Fund in Fiscal Years 1996-2010
-   VI.C2 Operations of the DI Trust Fund in Fiscal Years 1996-2010    VI.C3 Operations of the Combined OASI and DI Trust Funds in Fiscal Years 1996-2010
  -   D. LONG-RANGE SENSITIVITY ANALYSIS      -   VI.D1 Sensitivity to Varying Fertility Assumptions    VI.D2 Sensitivity to Varying Death-Rate Assumptions
  -   VI.D3 Sensitivity to Varying Net-Immigration Assumptions      VI.D4 Sensitivity to Varying Real-Wage Assumptions
    -   VI.D5 Sensitivity to Varying CPI-Increase Assumptions        VI.D6 Sensitivity to Varying Real-Interest Assumptions
      -   VI.D7 Sensitivity to Varying Disability Incidence Assumptions          VI.D8 Sensitivity to Varying Disability Termination Assumptions
        -   E. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED            -   VI.E1 Contribution Rates for the OASDI and HI Programs    VI.E2 Estimated OASDI and HI Annual Income Rates, Cost Rates,  and Balances, Calendar Years 2001-75
  -   VI.E3 Summarized OASDI and HI Income Rates, Cost Rates,  and Balances for 25-Year Subperiods, Calendar Years 2001-75      VI.E4 Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2001-75
    -   VI.E5 OASDI and HI Annual and Summarized Income, Outgo, and Balance as a Percentage of GDP, Calendar Years 2001-75        VI.E6 Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2001-75
      -   VI.E7 Selected Economic Variables, Calendar Years 2000-75          VI.E8 Operations of the Combined OASI and DI Trust Funds,  in Constant 2001 Dollars, Calendar Years 2001-75
        -   VI.E9 Operations of the Combined OASI and DI Trust Funds,  in Current Dollars, Calendar Years 2001-75            VI.E10 OASDI and HI Annual Income Excluding Interest, Outgo, and Balance in Current Dollars, Calendar Years 2001-75
          -   F. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED              -   VI.F1 Benefit Disbursements From the OASI Trust Fund  With Respect to Disabled Beneficiaries    VI.F2 Benefit Disbursements Under the OASDI Program  With Respect to Disabled Beneficiaries
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