SHORT-RANGE ACTUARIAL PROJECTIONS

OF THE OLD-AGE, SURVIVORS, AND

DISABILITY INSURANCE PROGRAM, 2005

ACTUARIAL STUDY NO.119

by Chris Motsiopoulos and Richard B. Tucker

Social Security Administration

Office of the Chief Actuary

August 2005

SSA Pub. No. 11-11550
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FOREWORD

Actuarial Study No.119 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 2005 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 fifth 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) and

Actuarial Study No. 115 (July 2001).

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, Chris Motsiopoulos and Richard B. Tucker, 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 Chris.Motsiopoulos@ssa.gov or Richard.B.Tucker@ssa.gov. 

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

Deputy Chief Actuary
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TABLE OF CONTENTS

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

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

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

1. Productivity Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

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

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

4. Assumed Real-Wage Differentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

5. Labor Force and Unemployment Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

6. Gross Domestic Product Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

7. Interest Rate Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

B. AUTOMATICALLY ADJUSTED PROGRAM AMOUNTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

C. DEMOGRAPHIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

1. Fertility Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

2. Death Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

3. Life Expectancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

4. Immigration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

D. PROGRAMMATIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

1. Covered Workers and Coverage Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2. Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3. Disability Insured. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

4. Disability Incidence Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

5. Disability Termination Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

III. BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

A. NUMBER OF DISABILITY INSURANCE (DI) BENEFICIARIES. . . . . . . . . . . . . . . . . . . . . . . . . . . 18

1. Awards and Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2. Terminations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

3. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

4. Withheld (Suspensions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

5. Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

6. Dependents of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

B. NUMBER OF OLD-AGE AND SURVIVORS INSURANCE (OASI) BENEFICIARIES . . . . . . . . . 58

1. Fully Insured Beneficiaries Aged 60 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

a. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

b. Awards: Establishing the Fully Insured Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

c. Awards: Establishing Retirement Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

d. Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

e. Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

f. Semiannual Retired Worker Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

2. Minor Children. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

3. Disabled Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

4. Student Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

5. Semiannual Child Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

6. Young Spouses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

7. Mothers and Fathers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

8. Semiannual Young Spouses and Mothers and Fathers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

9. Disabled Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

10. Uninsured Aged Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

11. Uninsured Aged Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

12. Parents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

13. Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

14. OASDI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
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C. AVERAGE BENEFIT AT AWARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

1. Sample Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

2. Sample Composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

3. Simulated Samples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

4. Simulated Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

5. Earnings Prior to 1951 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

6. Benefit Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

7. Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

D. DISABILITY INSURANCE BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

2. Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

3. Benefits In Non-Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

E. OLD-AGE AND SURVIVORS INSURANCE BENEFIT PAYMENTS. . . . . . . . . . . . . . . . . . . . . . . . 192

1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

2. Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

3. Benefits In Non-Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

4. Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

5. Dual-Entitlement Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

6. Quarterly Benefit Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

IV. TRUST FUND INCOME AND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

A. TRUST FUND INCOME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

1. FICA and SECA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

2. State Deposits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

3. Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

4. Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

5. Taxation of Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

6. Military Service Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

7. Benefits to Uninsured Persons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

B. TRUST FUND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

1. Unnegotiated Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

2. Vocational Rehabilitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

3. Railroad Board Interchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

4. Administrative Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

C. TRUST FUND PROGRESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

1. OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

2. DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

A. LOW COST ASSUMPTIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

B. HIGH COST ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

APPENDICES

A. DETERMINATION OF THE WAGE BASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

B. SCHEDULED INCREASES IN NORMAL RETIREMENT AGE (NRA) . . . . . . . . . . . . . . . . . . . . . . 282

C. DISABLED WORKER INCIDENCE AND AWARDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

D. DISABLED WORKER ADJUSTED INCIDENCE RATE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

E. DISABLED WORKER TERMINATIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

F. AVERAGE AGE OF DISABLED WORKERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

G. DISABLED WORKER PROJECTION BY SINGLE-YEAR-OF-AGE. . . . . . . . . . . . . . . . . . . . . . . . . 287

H. GLOSSARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288
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II. ASSUMPTIONS

II.1 Principal Economic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

II.2 Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

II.3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . . 11

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 . . . . . . . . . . . . . . 12

II.5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . . 13

II.6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

II.7 Covered Workers in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

II.8 Covered Workers as a Percent of the Social Security Area Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

II.9 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

III. BENEFIT PAYMENTS

III.A1 Workers Fully Insured for Old-Age and Survivors Insurance Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

III.A2 Social Security Area Population Under Normal Retirement Age . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

III.A3 Workers Under Normal Retirement Age Who Are Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

III.A4 Labor Force Participation Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Disability Insurance Program—Number of Beneficiaries

III.A5 Workers Insured in the Event of Disability as a Percent of Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

III.A6 Workers Insured in the Event of Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

III.A7 DI Disabled Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

III.A8 DI Disabled Worker Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

III.A9 DI Disabled Worker Awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

III.A10 DI Disabled Worker Total Termination Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

III.A11 DI Disabled Worker Termination Rates Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

III.A12 DI Disabled Worker Termination Rates Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

III.A13 DI Disabled Worker Termination Rates Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

III.A14 DI Disabled Worker Total Terminations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

III.A15 DI Disabled Worker Terminations Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

III.A16 DI Disabled Worker Terminations Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

III.A17 DI Disabled Worker Terminations Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

III.A18 DI Disabled Worker Withheld Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

III.A19 DI Disabled Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

III.A20 DI Disabled Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

III.A21 DI Awards to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

III.A22 DI Awards to Minor, Disabled, and Student Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . 46

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Table Description Page

LIST OF TABLES
vi

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Old-Age and Survivors Insurance Program—Number of Beneficiaries

III.B1 Population in the Social Security Area, Age 60 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

III.B2 OASI Workers Who Are Fully Insured, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

III.B3 Percent of the Population That Is Fully Insured, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

III.B4 Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

III.B5 Insured Aged Widows and Widowers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

III.B6 Insured Aged Spouses With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

III.B7 Total Insured Aged Beneficiaries In Force, Age 60 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

III.B8 Total Insured Aged Beneficiaries In Force, Age 60 or Older as a Percentage of Fully Insured Population . 72

III.B9 Retirement Rates for Insured Aged OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

III.B10 Awards to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

III.B11 Awards to Insured Aged Widows and Widowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

III.B12 Awards to Insured Aged Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

III.B13 Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

III.B14 Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force. . . . . . . . . . . . . . . . 78

III.B15 Insured Aged Widows and Widowers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

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

Insured Aged Widow(ers) In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

III.B17 Insured Aged Spouses With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

III.B18 Insured Aged Spouses With Benefits Withheld, as a Percentage of Insured Aged Spouses In Force . . . . . . 82

III.B19 Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

III.B20 Insured Aged Widows and Widowers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . 84

III.B21 Insured Aged Spouses With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

III.B22 Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

III.B23 Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

III.B24 Non-Orphan and Orphan Population, Under 18, in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . 88

III.B25 Minor Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

III.B26 Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population . . . . . . . . . 90

III.B27 Awards to Minor Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

III.B28 Minor Children of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

III.B29 Minor Children of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . 93

III.B30 Minor Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
vii

III.B31 Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population . . . . . . . . . . . . 95

III.B32 Awards to Minor Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

III.B33 Minor Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

III.B34 Minor Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . 98

III.B35 Uninsured Population in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

III.B36 Disabled Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

III.B37 Disabled Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

III.B38 Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population . . . . . . . . . 102

III.B39 Awards to Disabled Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

III.B40 Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population . . . . . . . 104

III.B41 Awards to Disabled Children of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

III.B42 Disabled Children of Retired Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

III.B43 Disabled Children of Retired Workers With Benefits Withheld, as a Percentage of 

Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

III.B44 Disabled Children of Retired Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . 108

III.B45 Disabled Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

III.B46 Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of 

Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

III.B47 Disabled Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . 111

III.B48 Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

III.B49 Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

III.B50 Children of Retired Workers With Benefits In Force and as a Percent of Male Retired Workers In Force . . 114

III.B51 Children of Retired Workers With Benefits In Current-Payment Status and as a Percent of 

Male Retired Workers In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

III.B52 Children of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

III.B53 Children of Deceased Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . 117

III.B54 Young Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

III.B55 Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers 119

III.B56 Awards to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

III.B57 Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force . 121

III.B58 Young Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

III.B59 Young Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . 123

III.B60 Young Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

III.B61 Awards to Young Widow(er)s of Deceased Workers, Per 1,000 Awards to Eligible Children of 

Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

III.B62 Awards to Young Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

III.B63 Young Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Young Widow(er)s 

In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

III.B64 Young Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

III.B65 Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . 129

III.B66 Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . . 130

III.B67 Young Husbands of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . . 131

III.B68 Mother Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . 132

III.B69 Father Beneficiaries In Force, Withheld, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . 133
viii

III.B70 Disabled Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

III.B71 Awards to Disabled Widow(er)s as a Percentage of the Uninsured Population, Less Those Already 

In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

III.B72 Awards to Disabled Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

III.B73 Disabled Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Those In Force . . 137

III.B74 Disabled Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

III.B75 Disabled Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . 139

III.B76 Uninsured Aged Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

III.B77 Awards to Uninsured Aged Spouses of Retired Workers, as a Percentage of the Uninsured Population, 

Less Those Already In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

III.B78 Awards to Uninsured Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

III.B79 Uninsured Aged Spouses of Retired Workers With Benefits Withheld, as a Percentage of Those In Force . 143

III.B80 Uninsured Aged Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

III.B81 Uninsured Aged Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . 145

III.B82 Aged Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

III.B83 Aged Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . 147

III.B84 Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . 148

III.B85 Awards to Uninsured Aged Widow(er)s of Deceased Workers, as a Percentage of the Uninsured 

Population, Less Those Already In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

III.B86 Awards to Uninsured Aged Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

III.B87 Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of 

Those In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

III.B88 Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . 152

III.B89 Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . 153

III.B90 Aged Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

III.B91 Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . 155

III.B92 Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . . . . . 156

III.B93 Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . 157

III.B94 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

OASDI Average Award Amounts

III.C1 DI Average Monthly Benefit Awarded to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

III.C2 DI Average Monthly Benefit Awarded to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . . 164

III.C3 DI Average Monthly Benefit Awarded to Minor, Disabled, and Student Children of Disabled Workers . . . 165

III.C4 Average Monthly Benefit Awarded to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

III.C5 Average Monthly Benefit Awarded to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Disability Insurance Program—Benefit Payments

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

III.D4 DI Average Monthly Benefit to Young Wives of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

III.D5 DI Average Monthly Benefit to Young Husbands of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
ix

III.D6 DI Average Monthly Benefit to Aged Wives of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

III.D7 DI Average Monthly Benefit to Aged Husbands of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

III.D8 DI Average Monthly Benefit to Total Spouses of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

III.D9 DI Average Monthly Benefit to Minor Children of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

III.D10 DI Average Monthly Benefit to Disabled Children of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

III.D11 DI Average Monthly Benefit to Student Children of Disabled Workers In Force, Awarded, Terminated, 

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

III.D12 DI Current-Payment Benefits to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

III.D13 DI Current-Payment Benefits to Young Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

III.D14 DI Current-Payment Benefits to Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

III.D15 DI Current-Payment Benefits to Total Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

III.D16 DI Current-Payment Benefits to Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

III.D17 DI Current-Payment Benefits to Total Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

III.D18 DI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

III.D19 DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries. . . . . . . . . . . . . . . . . 188

III.D20 DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers . . . . . . . . . . . . . . . . 189

III.D21 DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers. . . . . . . 190

III.D22 DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers . . . . . . 191

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

III.E2 Average Monthly Benefit to Young and Aged Spouses of Retired Workers In Current-Payment Status . . . 196

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

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

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

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

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

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

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

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

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

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

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

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

and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

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

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

III.E11 Average Monthly Benefit to Special Age-72 Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . 205

III.E12 Current-Payment Benefits to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

III.E13 Current-Payment Benefits to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

III.E14 Current-Payment Benefits to Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

III.E15 Current-Payment Benefits to Total Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
x

III.E16 Current-Payment Benefits to Children of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

III.E17 Current-Payment Benefits to Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

III.E18 Current-Payment Benefits to OASI Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

III.E19 Current-Payment Benefits to Aged Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . . . . . 213

III.E20 Current-Payment Benefits to Mother and Father Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

III.E21 Current-Payment Benefits to Parents of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

III.E22 Current-Payment Benefits to Disabled Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . . 216

III.E23 Current-Payment Benefits to Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

III.E24 Non-Current-Payment Benefits to Retired Workers and Dependents, Other Than Benefits Due to AERO . 218

III.E25 Non-Current-Payment Benefits to Retired Workers and Dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

III.E26 Non-Current-Payment Benefits to Survivors of Deceased Workers, Other Than Benefits Due to AERO . . 220

III.E27 Non-Current-Payment Benefits to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

III.E28 Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

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

by Type of Secondary Benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

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

and Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

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

Secondary Benefit, by Type of Secondary Benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

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

OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

III.E33 Summary of OASDI Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

III.E34 Summary of OASDI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

III.E35 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

IV. TRUST FUND INCOME AND OUTGO

IV.1 Contribution Rates to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

IV.2 FICA, SECA, and State Deposit Revenue to the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

IV.3 FICA, SECA, and State Deposit Revenue to the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

IV.4 Income from Taxation of OASI and DI Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

IV.5 Benefits Withheld from Nonresident Aliens and Credited to the OASI and DI Trust Funds. . . . . . . . . . . . . 243

IV.6 Payments to the OASI and DI Trust Funds due to Military Service Credits . . . . . . . . . . . . . . . . . . . . . . . . . 244

IV.7 Reimbursements for Payments to Uninsured Persons Who Attained Age 72 Before 1968 . . . . . . . . . . . . . . 245

IV.8 Interest Paid to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

IV.9 Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks. . . . . . . . . . . . . . . . . . . . . . 247

IV.10 Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds . . . . . . . . . . . . . . . 248

IV.11 Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program . . . . . . . . . . . . . . . 249

IV.12 Net Administrative Expenses from the OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

IV.13 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

IV.14 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

IV.15 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

IV.16 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

IV.17 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . 255
xi

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS

Low Cost Assumptions

V.A1 Principal Economic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

V.A2 Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

V.A3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . . 260

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

Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

V.A5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . . 260

V.A6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

V.A7 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

V.A8 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

V.A9 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

V.A10 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

V.A11 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

V.A12 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

V.A13 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

V.A14 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . 267

High Cost Assumptions

V.B1 Principal Economic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

V.B2 Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

V.B3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . . 270

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

Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

V.B5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . . 270

V.B6 Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

V.B7 Selected OASDI Short-Range Programmatic Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

V.B8 Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

V.B9 Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

V.B10 Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

V.B11 Operations of the DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

V.B12 Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

V.B13 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

V.B14 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . 277
.
xiii

1 DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014 . . . . . . . . . . . . . . . . . . . 24

2 OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014. . . . . . . . . . . . . . . . . 64

3 Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2004 . . . . . . . . 159

4 Summary of OASDI Benefit Payments, Calendar Year 2004. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

5 Income of the Combined OASI and DI Trust Funds, Calendar Year 2004. . . . . . . . . . . . . . . . . . . . . . 256

6 Outgo of the Combined OASI and DI Trust Funds, Calendar Year 2004. . . . . . . . . . . . . . . . . . . . . . . 256

7 Assets of the Combined OASI and DI Trust Funds, as of December 31, 2004 . . . . . . . . . . . . . . . . . . 256

8 Trust Fund Ratios of the OASI and DI Trust Funds, Calendar Years 1980-2014. . . . . . . . . . . . . . . . . 256

9 Trust Fund Ratios of the OASI Trust Fund, by Alternative, Calendar Years 1980-2014 . . . . . . . . . . . 278

10 Trust Fund Ratios of the DI Trust Fund, by Alternative, Calendar Years 1980-2014. . . . . . . . . . . . . . 278

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

Calendar Years 1980-2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Figure Description Page

LIST OF FIGURES
.
1

SHORT-RANGE ACTUARIAL PROJECTIONS OF THE

OLD-AGE, SURVIVORS, AND DISABILITY INSURANCE PROGRAM, 2005

I. BACKGROUND

Actuarial Study No.119 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 2005 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 short-range staff of

the Office of the Chief Actuary can identify the possible

need for legislative action in the near future. In contrast,

long-range estimates provide tools for evaluating the size of

the financial obligation that the OASDI program will place

on future generations, and for determining whether current

provisions for financing will be adequate in the long term.

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

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

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

administrative expenses, or “outgo” during the year.

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

taxes collected on covered earnings plus income taxes

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

earnings in covered employment that are taxable under

the OASDI program, or “taxable payroll”.

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

• The summarized income rate over a subperiod is the

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

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

year’s taxable payroll.

• The summarized cost rate over a subperiod is the ratio

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

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

payroll.

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

calculate summarized income rates and cost rates for the full

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

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

beginning of the period. Similarly, the summarized cost rate

is adjusted to include the additional cost of accumulating

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

year’s outgo. The difference between the summarized

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

called the actuarial balance. Based on the 2005 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

13.87 percent, and the corresponding cost rate of 15.79 percent. Previous actuarial studies have described the methods

used in preparing the long-range estimates of the financial

status of the OASDI program.2

The short-range financial status is generally measured by the

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

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

• The trust fund ratio equals or exceeds 100 percent

throughout the 10-year projection period;

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

percent with sufficient income to pay benefits on time

every month during the entire 10-year projection.

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

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

of assumptions are classified as low cost, intermediate, and

high cost. Although projections in the Trustees Report are

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

period are actually prepared on a semiannual, quarterly, or

monthly basis. This study presents much of the detail not

included in the annual report, along with discussions of the

current methods used in the short-range projections.

1 The 2005 Annual Report of the Board of Trustees of the Federal Old-Age

and Survivors Insurance and Disability Insurance Trust Funds (April 5,

2005).

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

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

Goss, April 1984).
Assumptions

2

II. ASSUMPTIONS

Income 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

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 2005 Trustees

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

high cost alternatives.

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

Mid-Session Review are prepared under one 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.B3.

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 productivity is a major

determinant in the growth of average earnings. The annual

increase in total productivity averaged 2.2, 1.2, 1.3, and 1.6

percent over the business cycles 1966-73, 1973-78, 1978-89,

1989-2000, respectively. The ultimate annual increases in

productivity are assumed to be 1.9, 1.6, and 1.3 percent for

the low cost, intermediate, and high cost assumptions,

respectively.

For the intermediate assumptions, the annual change in productivity is assumed to decrease from 3.3 percent for 2004 to

2.0 percent for 2005 and 2006, then to an average of

1.8 percent for the years 2007 to 2009. Though declining,

these changes are relatively strong by historical standards.

After 2009, the annual change in productivity gradually

decreases to the ultimate assumed level of 1.6 percent by

2013. For the low cost assumptions, the annual change in

productivity decreases gradually from 3.2 percent for 2004

to the ultimate assumed level of 1.9 percent by 2012. For the

high cost assumptions, the annual change in productivity

decreases from 3.1 percent for 2004 to 0.5 percent for 2005.

Thereafter, the annual change in productivity varies with the

business cycle until reaching its ultimate growth rate of

1.3 percent for 2014.

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

chain-type price index (hereafter, the GDP deflator) affect

the nominal levels of the GDP, wages, self-employment

income, average earnings, and the taxable payroll.

Historically, the CPI has increased by an average of

4.5 percent for the 40 years from 1963 to 2003, while GDP

deflator has increased by 4.0 percent during the same period.

It should be noted that several methodological changes made

by the Bureau of Labor Statistics in methods for computing

the CPI since 1995 will tend to reduce the difference

between the growth rates of these indices in the future.

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

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 civilian and military wage and salary workers and the self-employed.
Assumptions

3

reflect a growing belief that future inflationary shocks will

more likely be offsetting and that future monetary policy will

be more like the recent past, 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 sum of the annual

increases in the CPI and a -0.3 percentage point price differential. This differential is based primarily on methodological

differences in the construction of the two indices. Hence, the

ultimate annual increase in the GDP deflator is 1.5, 2.5 and

3.5 percent for the low cost, intermediate and high cost

assumptions, respectively.

For the intermediate assumptions, the annual change in the

CPI is assumed to decrease from 2.6 percent for 2004 to

2.2 percent for 2005. Thereafter, the annual change in the

CPI increases gradually to the assumed ultimate rate of

2.8 percent as of 2008. For the low cost assumptions, the

annual change in the CPI decreases from 2.0 percent for

2005 to 1.7 percent for 2006, then rises to the assumed ultimate rate of 1.8 percent for 2007. For the high cost assumptions, the annual change in the CPI mostly increases from

2.5 percent for 2004 to 5.7 percent for 2009, then decreases

to its assumed ultimate rate of 3.8 percent as of 2013. 

3. Average Earnings Assumptions

The level of average (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, increases in the level of average wages in

the U.S. economy directly affect the indexation, under the

automatic-adjustment provisions in the law, of the OASDI

benefit formulas, the contribution and benefit base, the

exempt amounts under the retirement earnings test, the

amount of earnings required for a quarter of coverage, and

under certain circumstances, the automatic cost-of-living

benefit increases.

This covered earnings concept is closely linked to average

U.S. earnings, 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 total civilian (household)

employment. The growth rates in average U.S. earnings can

be broken down into the growth rates for total U.S. economy

productivity and the GDP price index (see previous two sections), and the growth rates for other components, including

average hours worked, the ratio of earnings to compensation

(which includes fringe benefits), and the ratio of compensation to GDP.

The average annual change in average hours worked was

-0.2 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 -0.3 percent from 1963 to 2003. For wage

workers, the assumed ultimate annual rates of change in the

ratio of earnings to compensation are -0.1, -0.2, and -0.3 percent, for the low cost, intermediate, and high cost assumptions, respectively. 

Thus, the ultimate projected annual growth rate in average

U.S. earnings is about 3.9 percent for the intermediate

assumptions. This reflects assumed ultimate annual growth

rates of about 1.6, -0.2, 0.0, and 2.5 percent for productivity,

the ratio of earnings to compensation, average hours worked,

and the GDP deflator, respectively. Similarly, the ultimate

projected annual growth rate in average nominal U.S. earnings is 3.4 percent for the low cost assumptions and

4.5 percent for the high cost assumptions.

Over long periods of time the average annual growth rates in

average U.S. earnings and average earnings in OASDI covered employment are expected to be very close to the average annual growth rates in the average wage in OASDI

covered employment (henceforth the average covered wage).

Thus, the assumed ultimate annual growth rates in the average covered wage are 3.4, 3.9, and 4.4 percent for the low

cost, intermediate, and high cost assumptions, respectively.

For the intermediate assumptions, the annual rate of change

in the average covered wage is assumed to rise from the estimated 3.8 percent increase for 2004 to an average of

4.3 percent over the 2005 to 2008 period, then to fall to an

average of 4.1 percent from 2009 to 2013. Thereafter, the

annual rate of change in the average covered wage moves to

its assumed ultimate annual growth rate of 3.9 percent for

2014.

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. Over the 40-year period, 1964-2003, the

real-wage differential averaged 1.0 percentage point. The

assumed ultimate annual average covered real-wage differentials are 1.6, 1.1, and 0.6 percentage point(s) for the low

cost, intermediate, and high cost assumptions, respectively.

Based on preliminary data, the real-wage differential was

1.2 percentage points for 2004. For the intermediate assumptions, the real-wage differential is projected to rise to about

2.1 and 2.2 percentage points in 2005 and 2006, respectively.

The real-wage differential is then projected to fall to

1.8 percentage points for 2007, 1.5 percentage points for

2008, and to the ultimate assumed differential of

1.1 percentage points (3.9 percent nominal wage growth less

2.8 percent CPI inflation) by 2014.
Assumptions

4

For the low cost assumptions, the real-wage differential is

assumed to be in the range of 1.2 percentage points to

2.4 percentage points between 2004 and 2012, moving to the

ultimate assumed real-wage differential of 1.6 percentage

points thereafter. For the high cost assumptions, the realwage differential for the short-range period is projected to

fluctuate between -0.7 and 2.6 percentage points, eventually

stabilizing at about 0.6 percentage point for 2013 and later.

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 the

percentages of the population that are disabled or in the military, the levels of Social Security retirement benefits, the

state of the economy, and changes in life expectancy. The

projections also include a “lagged-cohort effect” that applies

changes 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 1.2 percent from 1990 to 2003.

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 the succeeding lowerbirth-rate cohorts reaching working age. Under the intermediate assumptions, the labor force is projected to increase by

about 0.9 percent per year, on average, through 2014. 

The unemployment rate is in the most commonly cited form,

the civilian rate. The total unemployment rate presented

reflects 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 Law) relating changes in the unemployment rate to the changes in the business cycle, as measured by the ratio of the actual to potential GDP. For each

alternative, the total 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 are 4.5, 5.5, and

6.5 percent for the low cost, intermediate, and high cost

assumptions, respectively, and they are reached in 2014.

6. Gross Domestic Product Projections

The real growth rate in gross domestic product (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 1963 to

2003, the average growth rate in real GDP was 3.3 percent,

combining the approximate growth rates of 1.7, 1.8, and

-0.2 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 2.7 percent over the shortrange projection period (2005-14), a slower rate than the

3.3 percent average observed over the historical 40-year

period (1963-2003). This slowdown is primarily due to

slower projected growth in total employment. For the low

cost assumptions, annual growth in real GDP is projected to

average 3.3 percent over the decade ending in 2014. The relatively faster growth is due mostly to a higher assumed rate

of growth in worker productivity. For the high cost assumptions, real GDP is assumed to fall in the last quarter of 2004

and the first and second quarters of 2005, resulting in a total

decline in real GDP of 1.2 percent. After 11 quarters of

recovery, a second recession, with a total decline in real GDP

of 1.7 percent, is assumed to begin in the second quarter of

2008 and last 3 quarters. After the second recession, a moderate economic recovery is assumed through 2011, with continued modest economic growth thereafter. For the high cost

assumptions, annual growth in real GDP is projected to average 2.0 percent for the decade ending in 2014.

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 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. 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. 

For the 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 from 4.3 percent for

2004 to 5.6 for 2008 and 2009, and to 5.7 percent for 2010,

reflecting a recovering economy along with a higher rate of

inflation. Thereafter, the nominal interest rate rises to the

ultimate assumed level of 5.8 percent for 2011. For the low

cost assumptions, the average annual nominal interest rate is

assumed to reach an ultimate level of about 5.5 percent for

2012. For the high cost assumptions, it is assumed to peak at
Assumptions

5

8.7 percent for 2010, and then decline to an ultimate rate of

about 6.0 percent for 2013.

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 cash

flow data of the trust funds. Dividing total interest earned by

the sum of the average balances for each half-year produces

the desired effective rate.

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

equation:

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

the beginning of the period plus the present value of trust

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

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

and outgo are discounted from various times throughout the

month based on detailed cash flow data.

B. AUTOMATICALLY ADJUSTED PROGRAM

AMOUNTS

The Social Security Act specifies that certain program

amounts affecting the determination of OASDI benefits are

to be adjusted annually, in general, to reflect changes in the

economy. The law prescribes specific formulas that, when

applied to reported statistics, produce automatic revisions in

these program amounts and hence in the benefit-computation

procedures. These automatic adjustments are based upon

measured changes in the national average wage index

(AWI)2 and the CPI.3 In this section, values are shown for

program amounts that are subject to automatic adjustment,

from the time that such adjustments became effective

through 2014.

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

benefit increases, as well as the AWI series and the values of

many of the wage-indexed program amounts. Projections

under the alternative assumptions are presented in tables

V.A4-V.A5 and V.B4-V.B5.

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.

The benefit increase for December 2004 is 2.7 percent,

based on the increase in the not seasonally adjusted CPIW from the third quarter of 2003 through the third quarter of 2004. The increase first applies to the December

benefit, which is payable in January 2005.

• 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 their

equivalent values near the time of the worker’s retirement or other eligibility, and these indexed values are

used to calculate the worker’s benefit. The AWI for

2003 is $34,064.95, and it is used to adjust most of the

other program amounts that are subject to the automaticadjustment provisions.

• The OASDI contribution and benefit base—the maximum amount of earnings subject to the OASDI payroll

tax in the specified year. The OASDI contribution and

benefit base for 2005 is $90,000. 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

$90,000 or more in wages will pay the maximum

$5,580.00 in OASDI taxes in 2005. Refer to appendix A

for details on determining the wage base.

• The retirement earnings test exempt amounts—the

annual amount of earnings below which beneficiaries

are not subject to benefit withholding. The retirement

test exempt amounts for 2005 are $12,000 for beneficiaries under normal retirement age (NRA), and $31,800

for those at NRA. The latter amount is provided by Public Law 104-121. Under the retirement test, beneficiaries under NRA will have a $1 reduction in benefits for

every $2 in earnings over $12,000. Public Law 106-182

eliminated the earnings test for workers attaining NRA

through age 69 in 2000 or later. However, the limits still

apply to all months prior to the beneficiary’s birthday in

the year he or she attains NRA, specifically a $1 reduction in benefits for every $3 in earnings over $31,800.

Table II.5 includes:

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

are $627 and $3,779. For a retired worker retiring at age

62 in 2005, the PIA is determined as follows:

2 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).

3 Details of these indexation procedures are published annually in the Federal Register, and are also available on the Internet at www.socialsecurity.gov/OACT/COLA/index.html.

( ) ()( ) bop eop assets PV income PV outgo PV assets + =+ ∑ ∑
Assumptions

6

(90 percent of the first $627 of AIME) + (32 percent of

AIME in excess of $627 but not in excess of $3,779) +

(15 percent of AIME in excess of $3,779).

• The bend points used in determining a beneficiary’s

maximum family benefit (MFB) are $801, $1,156, and

$1,508. For a retired worker retiring at age 62 in 2005,

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

first $801 of PIA) + (272 percent of PIA in excess of

$801 but not in excess of $1,156) + (134 percent of PIA

in excess of $1,156 but not in excess of $1,508) + (175

percent of PIA in excess of $1,508).

• The amount of earnings required to receive one quarter

of coverage in 2005 is $920. In order to be insured for

benefits, the beneficiary must acquire a requisite number of quarters of coverage.

• The “old-law” contribution and benefit base for 2005 is

$66,900. This is the base that would have been in effect

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

earnings in covered employment, and also in calculating

OASDI benefits for workers who are eligible to receive

pensions based on noncovered employment. In addition,

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

Security Act (ERISA).

Details on determining each year’s average wage index and

related OASDI program amounts are described in a separate

actuarial note.4

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 normal retirement age 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 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 high cost alternatives are

presented for comparison. For details regarding the alternative assumptions, refer to tables V.A6 and V.B6.

1. Fertility Rate

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

1.74 children per woman to 2.07. Since then, the total fertility rate has remained fairly stable, around 2.0 children per

woman.

For the intermediate projection, the assumed ultimate total

fertility rate of 1.95 children per woman is attained in 2029

after a gradual decline from the 2000 level of 2.06. In contrast, ultimate levels of fertility for low cost and high cost

alternatives by 2029 are 2.2 and 1.7, respectively. Estimates

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

2. Death Rate

Since 1979, the age-sex-adjusted death rate declined at an

average rate of 0.7 percent per year.

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

decreasing steadily during the entire projection period. The

intermediate assumption predicts a total reduction of 42 percent from the 2004 level by 2079. In contrast, over the same

period the low cost alternative predicts a total reduction of

20 percent; the high cost alternative predicts a total reduction

of 62 percent. 

Of the estimated 2.57 million deaths that occurred in 2004,

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

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

part of the future financial status of the OASDI program.

Since 1900, mortality at ages 65 or older has declined

roughly 0.72 percent per year. Since 1979, the rate of decline

has been less dramatic, about 0.47 percent annually. However, based on potential future changes in health care and life

style, the assumed ultimate average annual rate of decline in

age-sex-adjusted death rates for ages 65 or older is 0.67 percent under the intermediate assumptions, 0.29 percent under

the low cost assumptions, and 1.17 percent under the high

cost assumptions.

3. Life Expectancy

Life expectancy, or average remaining number of years

expected prior to death, is calculated in two different forms,

for two separate purposes. 

Period life expectancy 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. 

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

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

1992).
Assumptions

7

Cohort life expectancy truly answers the question “What is

the expected average remaining lifetime for an individual at

a selected age in a given year?” Cohort life expectancies are

calculated using death rates not from a single year, but from

the series of years in which the individual will actually reach

each succeeding age if he or she survives. 

Under intermediate assumptions, period life expectancy for a

newborn increases from 74.6 years in 2004 to 81.6 years by

2079 for a male; and from 79.6 years in 2004 to 85.2 years in

2079 for a female. Period life expectancy at age 65 increases

from 16.2 years in 2004 to 20.4 years by 2079 for a male;

and from 19.0 years in 2004 to 22.8 years in 2079 for a

female.

Under the low cost alternative, period life expectancy for a

newborn increases to 78.3 years for a male and 82.1 years for

a female, by 2079. Period life expectancy at age 65 increases

to 17.8 years for a male and 20.4 years for a female, by 2079.

Under the high cost alternative, period life expectancy for a

newborn increases to 86.1 years for a male and 89.2 years for

a female, by 2079. Period life expectancy at age 65 increases

to 23.7 years for a male and 26.0 years for a female, by 2079.

Cohort life expectancies are somewhat greater than period

life expectancies for the same year. This is because death

rates for any given age tend to decline as time passes and the

cohort grows older.5

4. Immigration

Total net immigration is assumed to be 1,000,000 persons

per year for the intermediate projection. The assumed level

of net annual immigration is the combination of 600,000 net

legal immigrants per year and 400,000 net other immigrants

per year. In contrast, annual net immigration for the low cost

and high cost alternatives is estimated to be 1,400,000 and

722,500, respectively.

Actual future values for the demographic factors will likely

exhibit cyclical fluctuations; the values assumed here are

intended to represent the average experience for such cycles.

Details of the various factors used to derive the demographic

assumptions are described in a separate actuarial study.6

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 low

cost and high cost alternatives are presented for comparison.

For details regarding the alternative assumptions, refer to

tables V.A7 and V.B7.

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.

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)7 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 according to the following steps:

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. 

2. Newly insured counts are then divided by 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.

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. This produces a preliminary set of fully

insured population arrays. 

4. The preliminary fully insured arrays are divided, cell by

cell, by arrays of the Social Security area population, to

produce preliminary arrays of fully insured rates. The

latter are smoothed in various ways, and also “corrected” with the use of actual in force data for ages 65-

69 over recent historical years. For ages 70 or older, we 5 For details on period and cohort life expectancies, refer to Actuarial Study

No. 116: Life Tables for the United States Social Security Area 1900-2100

(Felicitie Bell, and Michael Miller, August 2002).

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

1997 (Felicitie Bell, August 1997).

7 In 2005, a worker receives one QC (up to a maximum of four) for each

$920 of annual covered earnings. This dollar amount is indexed each year

by increases in average wages.
Assumptions

8

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. The result is the final set of arrays of

fully insured rates, and companion arrays of fully

insured population. 

Overall fully insured rates are shown in table II.9, whereas a

detailed treatment of the fully insured population and fully

insured rates, by sex and age group, appears in tables III.B2

and III.B3. The overall fully insured rate has grown from 71

percent at the end of 1975 to 82 percent at the end of 2004. It

is expected to reach 87 percent by the end of 2014. This

growth is attributable largely to the increase in the female

labor force participation experienced during the last two

decades, and projected to continue throughout the next

decade.

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 are ratios of the disability insured population to the total population aged 15 to

normal retirement age, as of December 31. Overall, the percentage of the population that is disability insured is projected to steadily rise throughout the short-range period.

4. Disability Incidence Rate

The general decline in disability incidence between 1975-82

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

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

program experienced a surge in disability claims beginning

in 1990 and incidence rates rose significantly through 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. Recent sharp annual increases in incidence rates over

the period 2001-04 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 increases were likely due in large part

to the slowdown in economic growth experienced during

that period. 

However, 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 is processed over the next several years, the

resulting disability awards will contribute to temporarily

higher incidence rates than would have been expected as part

of longer term underlying trends. After the last of the special

workload cases is processed (2010), the incidence rates are

projected to drop back somewhat from recent levels, consistent with an assumed return to faster economic growth. 

The intermediate estimates show an incidence rate of

roughly 5.0 disabled workers per thousand insured by the

end of the short-range period (2014); the corresponding estimates for the low cost and high cost alternatives are 4.2 and

5.9 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) is projected to remain near the 2003 level before increasing back

to higher levels in 2009 when the gradual increase in the normal retirement age ceases. For more details, see Terminations: Conversion in section III. Benefit Payments.

The intermediate estimates show a termination rate (reflecting all causes) of roughly 91 terminations per thousand disabled worker beneficiaries by the end of the short-range

period (2014); the corresponding estimates for the low cost

and high cost alternatives are 95 and 87 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. 118.8

8 Actuarial Study No. 118: Social Security Disability Insurance Program

Worker Experience (Tim Zayatz, June 2005).
Assumptions

9

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 2005 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 1975-2014)

Calendar year

Annual percentage change in--

Productivity:

Total U.S.

economy1

Earnings as a

percent of

compensation2

Average

hours worked3

GDP

price index4

Annual average

wage in covered

employment5

Consumer

Price Index6

Real-wage

differential7

1975......................... 2.7 -1.0 -1.7 9.5 6.7 9.1 -2.4

1976......................... 2.4 -0.9 -0.4 5.8 8.5 5.7 2.8

1977......................... 1.1 -0.7 -0.1 6.4 6.8 6.5 0.3

1978......................... 0.8 -0.3 0.4 7.0 11.6 7.7 3.9

1979......................... 0.5 -0.3 -0.1 8.3 9.8 11.4 -1.6

1980......................... 0.0 -0.5 -0.8 9.1 6.7 13.4 -6.7

1981......................... 2.3 -0.4 -0.9 9.4 10.8 10.3 0.6

1982......................... -0.5 -0.5 -0.7 6.1 6.3 6.0 0.3

1983......................... 2.7 -0.2 0.5 3.9 4.2 3.0 1.2

1984......................... 2.1 0.0 0.9 3.8 6.0 3.5 2.5

1985......................... 1.8 0.1 0.2 3.0 6.0 3.5 2.6

1986......................... 2.3 0.0 -1.1 2.2 4.6 1.6 3.0

1987......................... 0.7 0.3 0.1 2.7 4.6 3.6 1.0

1988......................... 1.1 0.2 0.8 3.4 5.3 4.0 1.3

1989......................... 0.7 -0.1 0.8 3.8 3.9 4.8 -0.9

1990......................... 1.6 -0.1 -0.9 3.9 5.1 5.2 -0.1

1991......................... 1.2 -0.7 -0.4 3.5 3.0 4.1 -1.1

1992......................... 3.2 0.2 -0.4 2.3 4.9 2.9 2.0

1993......................... 0.3 -0.9 1.1 2.3 1.9 2.8 -0.9

1994......................... 0.9 -0.3 0.8 2.1 3.7 2.5 1.3

1995......................... 0.1 0.7 1.0 2.0 4.7 2.9 1.8

1996......................... 2.4 1.1 -0.1 1.9 4.0 2.9 1.1

1997......................... 1.5 0.8 0.8 1.7 5.6 2.3 3.4

1998......................... 1.9 0.2 0.8 1.1 6.2 1.3 4.8

1999......................... 2.3 0.1 0.5 1.4 4.8 2.2 2.6

2000......................... 2.4 0.1 -1.2 2.2 6.1 3.5 2.6

2001......................... 2.0 -0.3 -1.3 2.4 2.0 2.7 -0.8

2002......................... 3.2 -1.3 -1.0 1.7 0.4 1.4 -1.0

2003......................... 3.5 -0.8 -1.4 1.8 2.6 2.2 0.4

2004......................... 3.3 -0.5 0.0 2.2 3.8 2.6 1.2

2005......................... 2.0 -.4 -.1 1.6 4.2 2.2 2.1

2006......................... 2.0 .0 .0 1.8 4.3 2.2 2.2

2007......................... 1.8 -.1 .0 2.3 4.4 2.6 1.8

2008......................... 1.8 -.1 .0 2.5 4.3 2.8 1.5

2009......................... 1.8 -.1 .0 2.5 4.1 2.8 1.3

2010......................... 1.7 -.1 .0 2.5 4.1 2.8 1.3

2011......................... 1.7 -.1 .0 2.5 4.1 2.8 1.3

2012......................... 1.7 -.1 .0 2.5 4.2 2.8 1.4

2013......................... 1.6 -.1 .0 2.5 4.0 2.8 1.2

2014......................... 1.6 -.2 .0 2.5 3.9 2.8 1.1

1 Total U.S. economy productivity is the ratio of gross domestic product (GDP) to total hours worked by all workers.

2 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.

3 Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.

4 The GDP price index measures the prices paid for goods and services produced by the U.S. economy.

5 Total wages per worker in employment covered by the OASDI program.

6 The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

7 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

10

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 2005 Trustees Report intermediate set of assumptions. See tables V.A2 and V.B2 for low cost and high cost alternatives, respectively.

Table II.2.—Additional Economic Factors

(Calendar years 1975-2014)

Calendar year

Average annual

unemployment rate1

(percent)

1 Civilian.

Average annual percentage change in--

Labor force1 Total employment2

2 Civilian employment plus U.S. Armed Forces.

Real GDP3

3 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.

Average annual

interest rate4

(percent)

4 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.

1975 .................................. 8.5 2.0 -1.1 -0.2 7.4

1976 .................................. 7.7 2.5 3.3 5.3 7.1

1977 .................................. 7.1 2.9 3.6 4.6 7.1

1978 .................................. 6.1 3.3 4.3 5.6 8.2

1979 .................................. 5.9 2.7 2.8 3.2 9.1

1980 .................................. 7.2 1.9 .5 -.2 11.0

1981 .................................. 7.6 1.6 1.1 2.5 13.3

1982 .................................. 9.7 1.4 -.8 -1.9 12.8

1983 .................................. 9.6 1.2 1.3 4.5 11.0

1984 .................................. 7.5 1.8 4.1 7.2 12.4

1985 .................................. 7.2 1.7 2.0 4.1 10.8

1986 .................................. 7.0 2.1 2.2 3.5 8.0

1987 .................................. 6.2 1.7 2.6 3.4 8.4

1988 .................................. 5.5 1.5 2.2 4.1 8.8

1989 .................................. 5.3 1.8 2.0 3.5 8.7

1990 .................................. 5.6 1.6 1.2 1.9 8.6

1991 .................................. 6.9 .4 -.9 -.2 8.0

1992 .................................. 7.5 1.4 .5 3.3 7.1

1993 .................................. 6.9 .8 1.3 2.7 6.1

1994 .................................. 6.1 1.4 2.2 4.0 7.1

1995 .................................. 5.6 1.0 1.4 2.5 6.9

1996 .................................. 5.4 1.2 1.4 3.7 6.6

1997 .................................. 4.9 1.8 2.2 4.5 6.6

1998 .................................. 4.5 1.0 1.4 4.2 5.6

1999 .................................. 4.2 1.2 1.5 4.4 5.9

2000 .................................. 4.0 2.3 2.5 3.7 6.2

2001 .................................. 4.8 .8 .0 .8 5.2

2002 .................................. 5.8 .8 -.3 1.9 4.9

2003 .................................. 6.0 1.1 .9 3.0 4.1

2004 .................................. 5.5 0.6 1.1 4.4 4.3

2005 .................................. 5.4 1.6 1.7 3.6 4.2

2006 .................................. 5.3 1.4 1.5 3.5 5.1

2007 .................................. 5.3 1.1 1.1 3.0 5.5

2008 .................................. 5.4 .9 .8 2.7 5.6

2009 .................................. 5.4 .8 .8 2.5 5.6

2010 .................................. 5.5 .8 .7 2.5 5.7

2011 .................................. 5.5 .8 .7 2.4 5.8

2012 .................................. 5.5 .6 .6 2.3 5.8

2013 .................................. 5.5 .6 .6 2.2 5.8

2014 .................................. 5.5 .6 .6 2.1 5.8
Assumptions

11

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 a dollar-weighted

rate of return over 6-month periods.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A3 and V.B3 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 1975-2014)

[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 ....... 4.000 3.875 3.875 3.625 3.875 4.000 4.250 4.375 4.500 4.625 4.625 4.750 4.198 5.449

2006 ....... 4.875 4.875 5.000 5.000 5.000 5.125 5.125 5.125 5.250 5.250 5.250 5.375 5.104 5.322

2007 ....... 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.625 5.510 5.325

2008 ....... 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.361

2009 ....... 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.625 5.394

2010 ....... 5.625 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.750 5.740 5.436

2011........ 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 5.483

2012 ....... 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 5.520

2013 ....... 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 5.559

2014 ....... 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 5.597
Assumptions

12

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 2005 Trustees Report intermediate set of assumptions. See tables V.A4 and V.B4 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 1975-2014)

Calendar year

OASDI

benefit increase1

(percent) Average wage2

Increase in average

wage index3

(percent)

OASDI

contribution and

benefit base 4

Retirement earnings test exempt amounts

Under normal

retirement age5

Normal

retirement age 6

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 7 12,500

1997 .................................... 2.1 27,426.00 5.8 65,400 8,640 7 13,500

1998 .................................... 1.3 28,861.44 5.2 68,400 9,120 7 14,500

1999 .................................... 8 2.5 30,469.84 5.6 72,600 9,600 7 15,500

2000 .................................... 3.5 32,154.82 5.5 76,200 10,080 7 17,000

2001 .................................... 2.6 32,921.92 2.4 80,400 10,680 7 25,000

2002 .................................... 1.4 33,252.09 1.0 84,900 11,280 7 30,000

2003 .................................... 2.1 34,064.95 2.4 87,000 11,520 30,720

2004 .................................... 2.7 35,157.10 3.2 87,900 11,640 31,080

2005 .................................... 2.0 36,599.68 4.1 90,000 12,000 31,800

2006 .................................... 2.2 38,137.06 4.2 93,000 12,360 32,760

2007 .................................... 2.7 39,793.49 4.3 96,600 12,840 34,200

2008 .................................... 2.8 41,463.08 4.2 100,800 13,320 35,640

2009 .................................... 2.8 43,155.26 4.1 105,000 13,920 37,080

2010 .................................... 2.8 44,893.85 4.0 109,500 14,520 38,640

2011 .................................... 2.8 46,702.32 4.0 114,000 15,120 40,320

2012 .................................... 2.8 48,631.78 4.1 118,500 15,720 41,880

2013 .................................... 2.8 50,572.35 4.0 123,300 16,320 43,560

2014 .................................... 2.8 52,532.90 3.9 128,400 17,040 45,360

1 Effective with benefits payable for June in each year 1975-82, and for December in each year after 1982.

2 Average wages used for Social Security indexing purposes.

3 Increase in the average wage index over the prior year.

4 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.

5 See Glossary for definition of “Normal retirement age—NRA”.

6 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. 

7 Amount specified by Public Law 104-121.

8 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

13

Sources:

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

• Figures for 2005 and later based on average amount of total wages.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A5 and V.B5 for low cost and high cost alternatives, respectively.

Table II.5.—Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions

(Calendar years 1978-2014)

Calendar year

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

required for a

quarter of

coverage1

“Old-law”

contribution

and benefit

base First Second First Second Third 2

1978......................... 3/ 3/ 3/ 3/ 3/ 4 $250 3/

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1999......................... 505 3,043 645 931 1,214 740 53,700

2000......................... 531 3,202 679 980 1,278 780 56,700

2001......................... 561 3,381 717 1,034 1,349 830 59,700

2002......................... 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......................... 647 3,901 827 1,194 1,557 950 69,000

2007......................... 674 4,061 861 1,243 1,621 990 71,700

2008......................... 702 4,231 897 1,295 1,689 1,030 74,700

2009......................... 732 4,415 936 1,351 1,762 1,080 78,000

2010......................... 763 4,600 975 1,408 1,836 1,120 81,300

2011......................... 794 4,788 1,015 1,465 1,911 1,170 84,600

2012......................... 826 4,981 1,056 1,524 1,988 1,220 88,200

2013......................... 860 5,181 1,098 1,585 2,068 1,270 91,500

2014......................... 895 5,396 1,144 1,651 2,153 1,320 95,400

1 See Glossary for a description of quarter-of-coverage requirements prior to 1978.

2 Contribution and benefit base that would have been determined automatically under the law in effect prior to enactment of the Social Security Amendments of 1977. The bases for

years after 1989 were increased slightly through the effect of a new procedure to determine the base, as required by Public Law 101-239.

3 No provision in law for this amount in this year.

4 Amount specified for first year by Social Security Amendments of 1977; amounts for subsequent years subject to automatic-adjustment provisions.
Assumptions

14

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A6 and V.B6 for low cost and high cost alternatives, respectively.

Table II.6.—Selected OASDI Short-Range Demographic Assumptions

(Calendar years 1975-2014)

Calendar year

Total

fertility rate 1

Age-sexadjusted

death rate 2

(per 100,000)

Period life expectancy 3 Net immigration

At birth At age 65

Legal4 Other Male Female Male Female 5

1975 .............................. 1.77 1,099.0 68.7 76.6 13.7 18.0 294,303 ...

1976 .............................. 1.74 1,088.8 69.1 76.8 13.8 18.1 313,919 ...

1977 .............................. 1.80 1,057.5 69.4 77.2 13.9 18.3 372,824 ...

1978 .............................. 1.76 1,052.1 69.6 77.3 14.0 18.3 424,628 ...

1979 .............................. 1.82 1,017.3 70.0 77.7 14.2 18.6 358,437 ...

1980 .............................. 1.82 1,035.9 69.9 77.5 14.0 18.4 410,348 ...

1981 .............................. 1.80 1,007.2 70.4 77.9 14.2 18.6 446,989 ...

1982 .............................. 1.81 975.8 70.8 78.2 14.5 18.8 439,152 ...

1983 .............................. 1.78 987.7 70.9 78.1 14.3 18.6 416,848 ...

1984 .............................. 1.79 980.1 71.1 78.2 14.4 18.7 412,825 ...

1985 .............................. 1.84 984.2 71.1 78.2 14.4 18.6 433,449 ...

1986 .............................. 1.83 975.3 71.1 78.3 14.5 18.7 451,247 ...

1987 .............................. 1.86 965.6 71.3 78.4 14.6 18.7 458,922 ...

1988 .............................. 1.92 974.9 71.3 78.4 14.6 18.7 476,472 ...

1989 .............................. 2.00 948.8 71.6 78.6 14.9 18.9 467,334 ...

1990 .............................. 2.07 931.2 71.8 78.9 15.1 19.1 501,065 ...

1991 .............................. 2.06 918.8 72.0 79.0 15.2 19.2 548,000 ...

1992 .............................. 2.04 906.2 72.3 79.2 15.3 19.3 620,986 ...

1993 .............................. 2.02 928.0 72.1 79.0 15.2 19.0 644,696 ...

1994 .............................. 2.00 916.2 72.3 79.1 15.3 19.1 583,390 ...

1995 .............................. 1.98 913.9 72.5 79.1 15.4 19.1 573,719 ...

1996 .............................. 1.98 900.4 73.0 79.2 15.5 19.1 662,284 ...

1997 .............................. 1.97 885.1 73.4 79.4 15.6 19.1 571,800 ...

1998 .............................. 2.00 878.3 73.7 79.4 15.7 19.1 489,360 ...

1999 .............................. 2.01 884.3 73.8 79.3 15.7 19.0 523,037 ...

2000 .............................. 2.06 875.6 74.0 79.4 15.9 19.0 677,579 550,000

2001 .............................. 2.03 867.1 74.1 79.5 16.1 19.1 798,126 550,000

2002 6............................ 2.02 866.2 74.4 79.5 16.0 19.0 730,689 550,000

2003 6............................ 2.03 861.9 74.5 79.5 16.1 19.0 529,370 400,000

2004 6............................ 2.02 857.9 74.6 79.6 16.2 19.0 600,000 400,000

2005 .............................. 2.02 854.2 74.8 79.6 16.2 19.0 675,000 400,000

2006 .............................. 2.02 849.8 74.9 79.7 16.3 19.0 675,000 400,000

2007 .............................. 2.01 845.0 75.0 79.7 16.4 19.1 600,000 400,000

2008 .............................. 2.01 839.7 75.2 79.8 16.4 19.1 600,000 400,000

2009 .............................. 2.01 834.1 75.3 79.9 16.5 19.1 600,000 400,000

2010 .............................. 2.01 828.2 75.4 80.0 16.6 19.2 600,000 400,000

2011 .............................. 2.00 822.1 75.5 80.0 16.6 19.2 600,000 400,000

2012 .............................. 2.00 815.9 75.6 80.1 16.7 19.3 600,000 400,000

2013 .............................. 2.00 809.5 75.7 80.2 16.7 19.3 600,000 400,000

2014 .............................. 1.99 803.1 75.9 80.3 16.8 19.4 600,000 400,000

1 The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or

assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2029.

2 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.

3 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.

4 Historical estimates of net legal immigration assume a 25 percent reduction in legal immigration due to legal emigration. Estimates do not include persons legalized under the

Immigration Reform and Control Act of 1986.

5 Net other immigration is estimated to have been between 225,000 and 550,000 persons per year over the period 1980-99.

6 Preliminary or estimated.
Assumptions

15

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 2005 Trustees Report intermediate set of assumptions.

Table II.7.—Covered Workers1 in the Social Security Area

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 16-19 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...... 6,658.0 10,028.3 9,331.3 8,253.1 6,408.6 5,207.7 4,616.4 4,541.9 4,175.8 3,005.2 1,419.1 1,011.8 64,657.2

1985...... 5,577.8 9,484.3 9,924.7 9,116.3 7,963.9 6,083.6 4,864.8 4,209.2 3,953.8 3,017.6 1,304.2 980.4 66,480.7

1990...... 5,690.6 8,839.9 10,136.8 10,257.0 9,221.7 7,981.4 5,979.4 4,654.3 3,859.4 3,000.8 1,527.2 1,180.7 72,329.1

1995...... 5,586.1 8,083.4 9,101.0 10,138.1 10,097.8 8,959.7 7,663.2 5,612.9 4,179.2 2,930.6 1,613.0 1,459.9 75,424.9

1996...... 5,761.9 7,985.9 9,112.1 9,942.9 10,195.6 9,245.2 7,869.0 5,956.3 4,296.5 2,997.9 1,632.6 1,497.1 76,493.0

1997...... 5,865.1 7,782.5 9,024.2 9,749.5 10,262.2 9,393.5 8,030.2 6,467.7 4,558.7 3,057.5 1,700.1 1,580.0 77,471.2

1998...... 6,172.0 7,922.8 8,980.5 9,561.0 10,400.6 9,665.6 8,187.0 6,783.6 4,812.7 3,188.0 1,670.1 1,548.1 78,891.8

1999...... 6,361.4 8,133.8 8,916.8 9,465.7 10,590.9 9,866.2 8,470.4 7,140.3 5,029.1 3,274.6 1,686.4 1,683.2 80,618.6

2000...... 6,367.8 8,451.6 8,793.7 9,376.5 10,573.0 10,107.6 8,716.5 7,527.6 5,173.0 3,444.2 1,785.8 1,714.8 82,032.0

2001...... 6,051.9 8,556.0 8,486.7 9,385.2 10,451.5 10,173.7 8,887.2 7,746.4 5,323.7 3,605.9 1,781.5 1,770.3 82,220.1

2002...... 5,680.9 8,699.7 8,374.8 9,268.8 10,170.9 10,132.3 8,925.0 7,747.3 5,615.3 3,663.3 1,879.9 1,682.5 81,840.6

2003...... 5,315.6 8,723.7 8,476.4 9,143.4 9,897.2 10,101.2 8,996.1 7,763.8 5,743.4 3,798.5 1,903.4 1,817.8 81,680.5

2004...... 5,481.4 8,982.4 8,719.4 8,999.2 9,709.1 10,203.8 9,183.2 7,968.0 6,088.3 3,931.8 1,967.0 1,899.9 83,133.4

2005...... 5,659.5 9,055.1 8,921.7 8,822.1 9,608.5 10,260.3 9,359.8 8,157.6 6,351.3 4,133.1 2,014.5 2,069.0 84,412.7

2006...... 5,943.4 9,054.9 9,221.4 8,630.4 9,590.6 10,193.5 9,512.7 8,376.5 6,606.1 4,353.3 2,074.1 2,081.6 85,638.6

2007...... 6,133.3 9,044.8 9,480.4 8,489.2 9,569.4 10,033.5 9,621.7 8,592.3 6,730.5 4,636.4 2,161.8 1,927.1 86,420.3

2008...... 6,238.9 9,030.0 9,628.7 8,517.8 9,521.2 9,845.6 9,690.2 8,786.5 6,831.4 4,933.1 2,278.9 1,974.6 87,276.9

2009...... 6,271.9 9,090.3 9,687.6 8,650.4 9,403.7 9,644.8 9,735.7 8,951.4 6,980.5 5,162.2 2,395.4 2,067.9 88,041.7

2010...... 6,241.1 9,204.8 9,675.9 8,861.1 9,210.2 9,499.2 9,762.4 9,103.9 7,152.8 5,410.5 2,491.2 2,159.5 88,772.7

2011...... 6,196.6 9,333.5 9,623.5 9,098.8 8,982.1 9,470.8 9,705.9 9,238.2 7,324.0 5,619.8 2,596.2 2,227.5 89,416.8

2012...... 6,157.2 9,453.7 9,567.9 9,307.8 8,812.8 9,446.9 9,566.9 9,333.5 7,500.7 5,727.2 2,741.4 2,258.4 89,874.4

2013...... 6,116.1 9,541.1 9,555.6 9,456.6 8,842.4 9,401.2 9,387.1 9,391.4 7,656.3 5,777.1 2,905.5 2,326.6 90,357.1

2014...... 6,062.4 9,570.1 9,640.6 9,533.7 8,996.5 9,306.0 9,210.2 9,430.5 7,771.1 5,842.2 3,051.6 2,436.1 90,851.1

Female

1980...... 5,785.0 8,480.4 7,227.3 6,012.3 4,636.5 3,847.0 3,390.4 3,270.7 2,940.8 1,981.3 886.1 534.1 48,991.8

1985...... 5,166.5 8,341.0 8,187.2 7,166.5 6,391.3 4,938.2 3,896.5 3,267.0 2,954.3 2,247.4 914.0 614.4 54,084.3

1990...... 5,219.9 7,928.8 8,574.2 8,450.0 7,795.5 7,011.7 5,146.2 3,883.6 3,073.6 2,310.0 1,161.5 787.8 61,342.9

1995...... 5,231.3 7,395.5 7,984.9 8,546.8 8,648.3 7,951.5 6,963.7 4,890.7 3,465.5 2,305.4 1,223.2 949.0 65,555.9

1996...... 5,401.9 7,330.5 8,090.1 8,436.7 8,807.3 8,226.6 7,233.5 5,230.9 3,617.9 2,336.1 1,237.9 984.9 66,934.2

1997...... 5,645.2 7,413.2 8,271.8 8,346.4 8,895.3 8,451.0 7,446.7 5,763.1 3,913.6 2,467.7 1,213.1 980.6 68,807.7

1998...... 6,043.7 7,565.5 8,308.5 8,180.5 8,880.5 8,664.9 7,674.9 6,014.6 4,184.7 2,505.1 1,209.5 1,021.8 70,254.3

1999...... 6,054.2 7,728.9 8,146.5 8,123.9 8,995.2 8,778.0 7,912.0 6,360.8 4,357.1 2,551.7 1,228.1 1,101.7 71,338.0

2000...... 6,124.9 7,939.7 8,071.8 8,006.7 8,991.9 9,007.7 8,130.8 6,723.9 4,509.0 2,702.3 1,313.3 1,178.2 72,700.3

2001...... 5,822.2 8,116.9 7,735.0 7,987.1 8,897.7 9,022.8 8,232.5 6,936.7 4,662.5 2,941.8 1,346.0 1,209.0 72,910.0

2002...... 5,567.4 8,170.9 7,593.3 7,885.8 8,565.0 8,977.6 8,287.5 6,927.6 5,009.3 3,047.3 1,374.5 1,241.1 72,647.4

2003...... 5,299.8 8,139.3 7,604.0 7,749.7 8,237.0 8,927.6 8,397.8 7,050.8 5,303.0 3,245.4 1,506.9 1,328.8 72,790.3

2004...... 5,274.5 8,238.1 7,660.1 7,642.5 8,039.0 8,860.4 8,478.5 7,240.3 5,545.4 3,392.8 1,609.8 1,407.5 73,389.0

2005...... 5,380.6 8,202.3 7,908.7 7,591.7 7,960.7 8,894.7 8,623.6 7,423.4 5,754.8 3,528.6 1,674.3 1,361.9 74,305.2

2006...... 5,648.1 8,274.7 8,255.2 7,406.8 7,995.3 8,804.2 8,697.0 7,561.4 5,939.0 3,592.2 1,781.7 1,323.5 75,279.0

2007...... 5,822.7 8,375.5 8,553.2 7,215.1 8,036.8 8,622.3 8,717.9 7,701.6 6,058.6 3,753.0 1,894.4 1,283.8 76,034.9

2008...... 5,919.3 8,475.6 8,646.6 7,172.9 8,016.6 8,420.5 8,732.6 7,884.0 6,147.4 3,842.4 2,039.0 1,337.0 76,633.9

2009...... 5,952.2 8,640.8 8,663.0 7,247.7 7,961.7 8,223.5 8,749.4 8,030.7 6,281.3 3,998.5 2,147.3 1,402.6 77,298.6

2010...... 5,926.0 8,809.9 8,653.3 7,459.6 7,835.4 8,095.3 8,749.4 8,135.2 6,440.1 4,130.2 2,223.6 1,485.9 77,944.0

2011...... 5,884.4 8,949.4 8,642.1 7,764.2 7,641.3 8,107.6 8,671.1 8,214.4 6,594.7 4,282.0 2,275.3 1,530.1 78,556.6

2012...... 5,842.6 9,067.6 8,685.5 8,013.8 7,444.4 8,127.5 8,499.6 8,254.1 6,740.1 4,366.5 2,371.9 1,582.9 78,996.5

2013...... 5,801.0 9,156.1 8,794.7 8,158.0 7,402.6 8,126.3 8,309.1 8,265.9 6,868.1 4,431.1 2,458.0 1,676.9 79,447.8

2014...... 5,754.3 9,194.0 8,961.1 8,219.8 7,514.3 8,084.3 8,144.0 8,287.3 6,968.6 4,520.6 2,565.0 1,747.7 79,961.0

1 A covered worker is any worker who has earnings creditable, for Social Security purposes, for wages in covered employment or covered self-employment.
Assumptions

16

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

Year 16-19 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 ...... 75.39 88.42 89.04 87.97 86.94 84.69 80.75 77.21 73.32 61.63 35.77 15.33 74.93

1985 ...... 70.72 85.04 86.44 86.50 84.72 82.84 80.12 75.93 71.08 58.28 30.60 13.14 72.35

1990 ...... 76.80 86.52 88.56 88.35 87.61 85.37 82.41 78.51 72.92 58.37 33.55 14.20 74.53

1995 ...... 73.46 84.31 87.12 87.67 86.90 85.60 83.11 79.36 73.36 59.06 34.85 15.62 73.79

1996 ...... 73.42 84.67 86.91 87.75 86.89 86.12 82.77 80.43 73.37 60.27 35.39 15.71 73.94

1997 ...... 72.81 82.30 86.27 88.00 87.11 85.43 83.42 82.33 74.66 60.76 37.15 16.27 73.97

1998 ...... 75.12 82.49 86.68 88.16 88.16 86.16 83.45 82.61 75.39 61.96 36.88 15.67 74.43

1999 ...... 76.71 82.90 87.33 88.51 89.98 86.56 84.18 83.19 75.93 62.25 37.45 16.80 75.19

2000 ...... 76.56 83.85 87.66 87.57 90.74 87.38 84.41 83.70 75.91 64.26 39.61 16.87 75.59

2001 ...... 72.39 82.39 85.55 86.93 90.95 86.95 84.01 83.58 74.83 65.56 39.35 17.16 74.77

2002 ...... 67.74 81.53 84.03 85.52 89.81 86.03 82.43 82.43 74.69 64.13 41.12 16.13 73.45

2003 ...... 63.34 80.42 83.94 84.75 88.80 85.55 81.24 81.17 72.81 63.70 40.92 17.30 72.46

2004 ...... 65.07 82.51 84.78 84.63 88.25 86.48 81.32 81.32 73.61 63.32 41.36 17.97 72.97

2005 ...... 66.44 83.44 84.68 84.56 87.69 87.52 81.56 80.99 73.43 64.01 41.35 19.42 73.27

2006 ...... 68.56 83.85 85.37 83.99 87.33 88.14 81.94 80.90 73.93 64.36 41.24 19.37 73.49

2007 ...... 69.50 83.98 86.01 82.91 87.09 88.34 82.38 80.82 73.85 65.00 41.21 17.78 73.33

2008 ...... 69.84 83.65 86.28 82.45 87.20 88.25 82.77 80.72 73.56 65.73 41.51 18.02 73.26

2009 ...... 69.96 83.48 86.50 82.24 87.34 87.56 83.20 80.63 73.34 65.56 41.87 18.62 73.14

2010 ...... 69.86 83.41 86.66 82.30 87.17 86.57 83.96 80.69 73.08 65.70 41.84 19.15 73.00

2011 ...... 69.78 83.38 86.61 82.50 86.31 86.14 84.62 80.93 72.78 66.03 41.60 19.39 72.81

2012 ...... 69.80 83.41 86.33 82.76 84.99 85.89 84.91 81.27 72.58 65.94 41.62 19.21 72.50

2013 ...... 69.85 83.51 86.03 83.07 84.52 86.00 84.80 81.57 72.34 65.25 41.89 19.27 72.23

2014 ...... 69.71 83.61 86.06 83.45 84.48 86.31 84.24 81.93 71.98 64.34 41.92 19.64 71.99

Female

1980 ...... 68.18 77.49 70.73 64.93 63.08 62.35 58.34 53.38 47.76 35.97 18.18 4.95 53.43

1985 ...... 68.90 77.88 73.47 69.31 68.54 66.99 63.33 56.92 49.39 37.88 17.65 5.01 55.39

1990 ...... 74.36 81.90 77.84 74.56 74.91 75.06 69.99 63.71 54.64 40.07 20.76 5.81 59.67

1995 ...... 72.84 81.12 79.86 76.13 75.58 76.09 74.78 67.34 57.98 42.40 22.50 6.37 60.84

1996 ...... 73.07 81.77 80.61 76.79 76.30 76.80 75.32 68.84 58.95 43.02 23.02 6.52 61.48

1997 ...... 74.53 82.63 82.57 77.80 76.84 77.13 76.53 71.61 61.24 45.10 22.88 6.42 62.53

1998 ...... 78.26 83.28 83.72 78.02 76.77 77.58 77.40 71.54 62.71 44.96 23.18 6.64 63.21

1999 ...... 77.58 83.56 83.30 78.69 78.10 77.44 77.85 72.42 62.97 44.93 23.80 7.11 63.58

2000 ...... 78.32 83.83 84.14 77.59 78.97 78.44 78.03 73.10 63.33 46.78 25.53 7.55 64.15

2001 ...... 74.29 83.42 81.82 76.87 79.39 77.77 77.19 73.15 62.85 49.67 26.13 7.69 63.63

2002 ...... 70.77 82.05 80.34 75.74 77.78 76.95 76.01 71.98 64.08 49.58 26.51 7.85 62.70

2003 ...... 66.82 80.74 79.71 74.85 76.24 76.41 75.42 71.99 64.70 50.64 28.69 8.39 62.21

2004 ...... 65.69 81.55 78.98 74.86 75.55 75.99 74.79 72.21 64.52 50.94 30.13 8.90 62.13

2005 ...... 66.01 81.30 79.68 75.78 75.18 76.95 74.96 72.10 64.02 51.10 30.70 8.61 62.29

2006 ...... 68.06 82.03 81.21 75.17 75.29 77.44 74.77 71.52 63.91 49.82 31.74 8.37 62.46

2007 ...... 68.96 82.64 82.67 73.65 75.59 77.42 74.55 71.04 63.90 49.48 32.44 8.12 62.46

2008 ...... 69.27 82.75 82.83 72.73 75.84 77.16 74.58 71.14 63.66 48.21 33.45 8.44 62.34

2009 ...... 69.40 83.10 82.83 72.30 76.35 76.47 74.86 71.18 63.53 47.84 33.90 8.83 62.30

2010 ...... 69.31 83.38 82.85 72.79 76.56 75.65 75.51 71.06 63.44 47.26 33.86 9.29 62.24

2011 ...... 69.24 83.47 82.78 74.08 75.91 75.58 76.08 70.97 63.27 47.41 33.19 9.48 62.17

2012 ...... 69.20 83.55 82.84 75.18 74.40 75.69 76.12 70.94 63.07 47.38 32.89 9.68 61.98

2013 ...... 69.18 83.70 83.02 75.88 73.49 76.11 75.92 70.94 62.87 47.20 32.42 10.09 61.81

2014 ...... 69.02 83.89 83.37 76.31 73.42 76.73 75.50 71.25 62.65 47.02 32.27 10.34 61.70
Assumptions

17

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 Analysis 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 2005 Trustees Report intermediate set of assumptions. See tables V.A7 and V.B7 for low cost and high cost alternatives, respectively.

Table II.9.—Selected OASDI Short-Range Programmatic Assumptions

(Calendar years 1975-2014)

Calendar year

Coverage rate1

(percent)

Insured status

Fully 2

(percent)

Disability3

(percent)

Disability

incidence rate4

(per thousand)

Disability

termination rate5

(per thousand)

1975.................................. 59.09 70.83 58.44 7.19 137.61

1976.................................. 59.51 71.19 58.68 6.60 136.85

1977.................................. 60.37 71.83 59.31 6.73 140.78

1978.................................. 62.02 72.29 61.32 5.84 148.01

1979.................................. 62.38 73.15 63.27 5.12 151.32

1980.................................. 62.05 73.52 64.04 4.82 145.38

1981.................................. 60.88 73.96 64.81 4.21 155.61

1982.................................. 59.63 73.97 65.31 3.69 175.90

1983.................................. 59.59 74.89 65.20 4.67 169.13

1984.................................. 61.49 74.61 65.53 4.30 141.43

1985.................................. 61.93 75.21 66.33 4.30 129.34

1986.................................. 62.69 75.34 66.97 4.27 125.67

1987.................................. 63.54 75.49 67.53 4.18 125.73

1988.................................. 64.90 75.74 68.33 4.08 124.65

1989.................................. 65.47 76.41 69.20 4.17 119.79

1990.................................. 65.48 76.45 69.89 4.48 114.88

1991.................................. 64.53 76.51 70.16 5.03 109.85

1992.................................. 64.30 76.83 70.28 5.82 106.02

1993.................................. 64.69 77.43 70.45 5.67 100.65

1994.................................. 65.20 77.38 70.68 5.52 96.89

1995.................................. 65.56 77.87 71.02 5.54 96.87

1996.................................. 65.93 78.11 71.29 5.24 91.83

1997.................................. 66.50 78.67 71.54 4.80 99.47

1998.................................. 67.11 78.99 71.95 4.83 85.48

1999.................................. 67.67 79.25 72.42 4.78 87.38

2000.................................. 68.10 79.44 72.81 4.66 88.62

2001.................................. 67.45 79.80 72.85 5.02 84.71

2002.................................. 66.39 80.31 72.47 5.30 84.74

2003.................................. 65.72 81.27 72.35 5.37 76.26

2004.................................. 65.89 81.93 72.48 5.35 74.62

2005.................................. 66.09 82.48 72.52 5.17 73.95

2006.................................. 66.30 82.99 72.54 4.97 74.32

2007.................................. 66.27 83.49 72.60 4.91 75.32

2008.................................. 66.21 84.02 72.70 4.99 77.79

2009.................................. 66.16 84.57 72.81 5.14 85.88

2010.................................. 66.09 85.10 72.90 5.06 85.52

2011.................................. 66.00 85.60 72.99 4.92 83.18

2012.................................. 65.78 86.11 73.12 4.95 88.27

2013.................................. 65.59 86.60 73.23 4.97 91.84

2014.................................. 65.41 87.05 73.34 5.00 91.21

1 The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year.

2 The 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.

3 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.

4 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 2000.

5 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.
Benefit Payments

18

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 2004, 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), which is a 1-percent sample of the

Master Earnings File (MEF) combined with data on the same

sample from the Master Beneficiary Record (MBR). The

CWHS contains coverage information for workers, but has

incomplete reporting of deaths, and thus overstates the number of fully insured workers. To account for the overstatement, mortality adjustments are made to the gross counts on

both a historical and projected basis.

The following subsections provide detail of the projections

of the number of beneficiaries for the OASDI program—section IIIA along with tables III.A3-III.A33 present results for

the DI program; section IIIB along with tables III.B1-III.B94

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 Analysis

Group of the Long-Range Office of the Chief Actuary provides population projections based on assumptions such as

fertility, mortality, and immigration. Data on quarters of coverage is used to extract the fully insured population from the

general population, which is then related to data from the

CWHS as described above. Table III.A3 shows the fully

insured population under normal retirement age.

Disability insured status requires fully insured status as well

as a recent connection to the labor force, as described in section II.C. Note, therefore, that a worker may be fully insured,

but may not have the required connection to the labor force;

conversely, a worker may have the required recent connection to the labor force, but may not have accrued a sufficient

number of QCs to be deemed fully insured. A special disability insured test exists for younger workers, which provides an alternative to the “20/40” recency-of-work

requirement. Table III.A5 shows the ratio of the disability

insured to the fully insured.

The short-range model projects the number of workers who

are disability insured by single year of age using the following time series regression:

• For each historical year t, we calculate the ratio of the

disability insured population to the fully insured population—represented by DIFIt;

• To simplify the estimation procedure, DIFI is transformed and the dependent (response) variable of the

regression becomes: Yt =100/(100–DIFIt

);

• The independent (regressor) variables are year—represented by X1, and labor force participation rate—represented by X2. The lag-1 autocorrelation coefficient—a

measure of the amount of correlation between successive error terms in the regression—is represented by .

Future response values are extrapolated using the time

series model, and then transformed into their corresponding DIFI values.

• Table III.A5 shows the DIFI values, which are applied

to the projected fully insured population to create the

projected disability insured population.

1 1 0 1 1 1, 1 1, 1

2 2, 1 1 2, 2

(1 ) ( )

( )

tt t t

t t

YY X X

X X

ρ β ρβ ρ

β ρ

− −

− −

− = −+ − +

−

ρ1
DI Numbers

19

The time series model is an iterative autoregression. The

residuals are examined each time and the procedure is

repeated until the autocorrelation between successive error

terms is sufficiently small. Finally, the regression results are

subject to maximum and minimum values to keep the projected percentages within reasonable bounds. Labor force

participation rates and the disability insured population are

shown in tables III.A4 and III.A6, respectively.

The intermediate assumptions predict the total number of

disability insured workers will increase steadily throughout

the short-range period. The average annual growth rate over

2005-14 is roughly 1.0 percent. On a gender-specific basis,

the annual growth rate is 0.7 percent for males, and 1.2 percent for females. Note that there are disability insured workers age 65 or older for the first time at the end of 2003. This

is a consequence of the increase in the normal retirement

age, which first affects individuals born in 1938. Those born

in November and December of that year will still be considered eligible for disability benefits before they attain the normal retirement age of 65 years 2 months in 2004. Afterward,

they are eligible only for retired worker benefits.

1. Awards and Incidence Rates

Growth in the DI rolls is due to the difference between the

number of new beneficiaries that have been added to the

rolls and the number of beneficiaries whose benefits have

been terminated, in a given year. The short-range model

projects the number of new entrants, or awards, for disabled

workers by single year of age and gender by applying disability incidence rates to the exposure1 of the disability

insured population not already entitled to benefits—that is,

not in force. Exposure is calculated as (i) the aggregate

amount of time that insureds from a specific birth cohort are

exposed to disability during a particular year, minus (ii) the

aggregate amount of time contributed by those in force at the

beginning of that year. Refer to appendix 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. The model does not separately identify increases or

decreases in award rates by type of impairment. 

The corresponding incidence rates are developed through a

series of preliminary projections reflecting judgment on the

expected number of awards. For continuity, the estimates

developed for the short-range period phase into long-range

estimates by the 10th projected year. In essence, the ultimate

incidence rate is set in the long-range period, and the shortrange model determines the path the DI award program will

take to get to that rate. The following is a list of the major

components and analyses performed by the short-range

model in developing disabled worker incidence rates:

• Compare actual data to prior estimates for most

recently completed historical year, by age group and

gender. This 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 forecast accordingly.

• Perform a preliminary award projection assuming incidence rates remain unchanged from the most recently

completed historical year. This purely demographic

exercise shows the increase in awards due solely to

changes in the underlying disability insured population.

We then determine how incidence rates should be modified to account for various exogenous factors.

• Examine the effect of changes in key economic variables. Estimates of labor force participation are already

reflected in the disability insured projection. Increasing

unemployment rates will often mean an increase in

future disability claims, whereas steady or decreasing

unemployment will result in the leveling off of claims.

Tight labor markets, increases in real wages, and productivity gains provide work incentives, and may ultimately reduce the number of claims filed.

• Examine 1-, 3-, 5-, and 10-year trends in incidence

rates, as well as year-over-year growth in the number of

awards over those periods. Short-term trends provide

valuable insight into the first several projected years as

we observe the effects of significant legislation and economic conditions. Long-term trends provide direction

beyond the first several years as program dynamics tend

to move toward historical average levels. However,

even established dynamics can be reshaped by demographic factors that evolve slowly over time.

• Monitor changes in incidence rates for ages 50-64.

These are the ages which have the highest incidence of

disability. This analysis has become increasingly important as the baby-boom generation—birth cohorts

1946-64, currently ages 40-58—begins to enter peak

years 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

1 An actuarial quantity measuring the aggregate amount of time, or lifeyears, that a population is exposed to program forces such as incidence

and termination. Aggregate life-years are calculated for each age during

each year.
Benefit Payments

20

historically led to a significant increase in the number of

awards—up to a point; more and more claims will eventually come from less severely disabled individuals,

resulting in only a marginal increase in awards.

• Track allowance rates at the initial and appeal stages of

the disability determination process. Allowance rates

measure the number of favorable determinations among

disability claims. Historical levels have been consistent,

ranging from 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; difference in maximum family

benefits payable—OASI usually allows a greater

amount per household; 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 continuous to increase.

• 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 this special disability workload is processed over the next several years, the resulting disability awards will contribute to temporarily higher

incidence rates than would have been expected as part

of longer term underlying trends.

Adjusted Incidence Rates

The overall incidence rate for a particular year may be

expressed as gross—awards for the stated year divided by

exposure for that same year—or age-sex-adjusted. Gross

rates are not directly comparable over time because of the

year-to-year differences in the composition of the underlying

insured population. To compare incidence rates for different

years, we need to adjust the gross rate to factor out the effect

of the changes in population in terms of both age and gender.

In essence, the adjusted rates are “indexes” rather than direct

measures and are standardized to the insured population for

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 C for an

example of age adjustment.

Gross and age-sex-adjusted disability incidence rates and the

number of awards to disabled workers are shown in tables

III.A8 and III.A9, respectively.

It is worth noting here that the projection of disability incidence rates is one aspect of the short-range forecast that continues to rely heavily on educated judgment in connection

with a variety of factors affecting the DI program. While

some factors can be modeled in a straightforward deterministic fashion, an all-encompassing structural model of disability incidence remains impractical because of the

complicated nature and dynamics of the DI program. For

example, traditional demographic models can account for

the aging of the baby-boom generation and subsequent

impact on the number of awards as more beneficiaries are

awarded at older ages. At the same time, other factors exist

that affect the number of disability awards at older ages, but

cannot be readily modeled. An example of this would be the

degree of use of vocational factors2.

Below is a list of the leading determinants which may have a

significant impact on both the number of disability claims

filed and the resulting number of awards3:

• Legislative changes to the program;

• Changes in impairment listings;

• Changes in medical evidentiary requirements and diagnostic trends;

• Actions by Federal, State, and local governments to

increase program awareness and enrollment;

• National health threats such as HIV and AIDS;

• The status of national and regional economies;

• Secular employment shifts, and changes in labor force

participation;

• Demographic shifts, fertility and mortality trends;

2 Many individuals are found to be disabled even though their impairments

fail to meet the required level of severity. In these cases, an individual’s

medical condition is evaluated in conjunction with age, education, and job

skills. These “vocational factors” are given increasing weight with the

advancing age of the worker, and are particularly significant in the determination of disability among workers age 50 or older. 3 Borrowed from Actuarial Study No. 114: Social Security Disability Insurance Program Worker Experience (Tim Zayatz, June 1999). Consult this

text for greater detail, and also The Social Security Disability Insurance

Program—an Analysis (Department of Health and Human Services,

December 1992).
DI Numbers

21

• Level of administrative funding and the ability to control current caseloads and backlogs;

• Public pressure to alter program policy, which may lead

to changes in regulations or legislative action; and

• Level of court involvement in the determination and

appeals process, as well as class action suits challenging

Social Security’s interpretation of the law.

The impact of any one factor is difficult to gauge. As shown,

they may be administrative, economic, or demographic in

nature. Some factors evolve slowly over time with welldefined characteristics, and as such lend themselves to

empirical modeling. Others are less predictable and must be

considered within the scope of the entire program as it currently exists, and their interaction with other factors. Still

others will have an obvious immediate effect, but the total

future impact may not be readily apparent and will only

become known over time. So we must rely on experience,

judgment, and careful study of these individual factors to

expand the basic mathematical projections.

2. Terminations

Another closely monitored area of the DI program is the termination of benefits. Many variables affect the number and

rate at which beneficiaries are terminated from the DI rolls,

including:

• The nature of disabling conditions;

• Mortality improvements;

• The average age of current beneficiaries;

• Changes in regulations that affect the make-up of the

rolls;

• The number of continuing disability reviews conducted

over a period of time; and

• Vocational rehabilitation support.

The law contains several provisions to encourage individuals

who wish to return to work, but continue to have a disabling

impairment. Among these are the trial work period (TWP)

and the extended period of eligibility (EPE). The TWP is a 9-

month period during which an entitled beneficiary may work

without affecting the right to benefits. Earnings during the 9

months are not counted toward substantial gainful activity4

(SGA), and benefits will continue as long as the beneficiary

has not medically recovered. Individuals who continue to

have a disabling impairment following the TWP, receive a

36-month EPE. Earnings during the EPE are counted toward

SGA, and monthly benefits will not be paid when such earnings exceed the SGA level. If earnings fall below the SGA

level anytime during the EPE, benefits are automatically

reinstated.

The reasons for termination of DI worker benefits can be

grouped into four main categories:

• Conversion—The disability benefit is converted to an

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 D for details of termination calculations.

Most terminations occur as a result of either conversion or

death—in calendar year 2004, roughly 44 percent of total

terminations were by conversion; 41 percent were by death;

13 percent were by return-to-work or medical recovery; and

2 percent were by other reasons. In developing termination

rates for the individual categories, we use several of the techniques described in the analysis for awards, namely: comparing actual data to prior estimates and explaining any large

estimation errors; and examining 1-, 3-, 5-, and 10-year

trends in termination rates and year-over-year growth in the

number of terminations for the individual categories. However, further insight is needed in unique areas. The following

discussion highlights special considerations in termination

analysis for each category.

Conversion

DI worker beneficiaries who do not die, recover, or terminate

for some other reason are automatically converted to retired

workers on the last day of the month before the month they

attain NRA. As a result of the scheduled increase in NRA,

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

2005, an employee averaging over $830 per month will ordinarily demonstrate SGA; $830 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.
Benefit Payments

22

conversions declined sharply in 2003 as some of the conversions were deferred to the following year. Specifically, 2

months of conversions from the 1938 birth cohort occurred

in 2004; 4 months of conversions from the 1939 cohort will

occur in 2005; 6 months of conversions from the 1940 cohort

will occur in 2006; 8 months of conversions from the 1941

cohort will occur in 2007; 10 months of conversions from

the 1942 cohort will occur in 2008; and finally all the conversions from the 1943 cohort will occur in 2009 when the

NRA becomes integral age 66. This explains the sharp

increase projected for that year. Conversions are shown in

table III.A14.

Death

Medical advancement has significantly changed life expectancies among the general population. However, the impact

on a disabled life is less clear. Many outside variables can

contribute to changes in disability mortality rates. Legislation, such as the elimination of drug and alcohol related

impairments (Public Law 104-121); an increasing number of

awards to older workers whose determinations are based on

a set of vocational factors rather than a single severe disability; and an increasing proportion of younger and physically

healthier beneficiaries who are awarded as a result of mental

impairments. From a modeling standpoint, these effects are

quantified—in this case we predict how many fewer deaths

will occur—and the results are blended with general 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 experience a net

increase in the number of deaths. This is purely due to demographic shifts in the general population. As the baby-boom

continues to enter the DI rolls at progressively older ages,

the program will naturally experience more deaths since the

highest disability mortality occurs at ages 50 or older.

Recovery

Disability recovery may occur when a beneficiary either provides notification of an improved disabling condition, demonstrates the ability to engage in SGA, or is judged to no

longer meet the definition of disability based on a full medical continuing disability review (CDR).

Certain outside variables can exert significant influence on

the overall number of recoveries, making this termination

category difficult to predict. Trends in the nature of disabling

conditions or changes in regulations that redefine the

required severity of an impairment can directly affect the

“natural” recovery rate. However, medical review of current

beneficiaries is often the only way to distinguish those who

no longer meet disability requirements. Therefore, factors

that affect the level of CDR activity also have a big influence

on recovery rates. These include budget restrictions, the

number of new claims that need to be processed, caseload

backlogs, and legislation. 

Public Law 104-121 provides for the appropriation of special

funds for conducting CDRs. Since its enactment in 1996, the

CDR plan has been regularly evaluated by the Office of Disability to reflect emerging experience. As a result of this special funding, previously existing backlogs of scheduled

CDRs have been eliminated, and maturing CDRs are being

worked in a timely fashion. However, because of the enacted

Ticket to Work and Work Incentives Improvement Act of 1999

(Public Law 106-170) certain restrictions have been placed

on the scheduling of CDRs. In particular, CDRs may not be

triggered solely as the result of work activity, and beneficiaries actively participating in the ticket-to-work program may

not be scheduled for a CDR even though their review diary

has matured. As a consequence of these two provisions,

there will likely be a small decline in the number of scheduled CDRs and a deferral of the associated recovery terminations.

The short-range model projects recoveries under three individual categories: (i) return-to-work by those demonstrating

SGA upon completion of an extended period of eligibility,

(ii) terminations resulting from full medical CDRs, and (iii)

“work alerts”—a minor category which has been virtually

eliminated under the provisions of Public Law 106-170. 

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 F indicates that over the

period 1975-95, the average age of a disabled worker award

has generally declined from 51.5 to 48.6 years for males; and

from 52.1 to 48.5 years for females. Consequently, the aver-
DI Numbers

23

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 has trended

back up, reaching 51.6 for males and 51.4 for females by the

end of 2004. Over the next 10 years, beneficiaries from the

baby-boom will enter the DI rolls at progressively older ages

and the average age will continue to increase, reaching

roughly 53.6 for males and 53.4 for females by the end of

2014. 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.

3. In Force

Table III.A7 shows the number of disabled workers with

benefits in force. In force refers to individuals who are eligible for benefits, including those actually receiving a payment

(in current-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.

4. Withheld (Suspensions)

Disability benefits may be suspended for any number of reasons, including refusal to accept rehabilitation services, a

pending determination of continuing disability, workers

compensation offset, or extended period of eligibility

requirements. Estimated future suspensions are developed

by age and gender by applying withheld rates to the in force

population. Withheld rates and suspensions are shown in

tables III.A18 and III.A19, respectively. The short-range

model assumes that these rates do not vary much over time.

However, legislative action will cause noticeable deviations

from time-to-time. A significant jump occurred in 1995 as a

result of changes in the treatment of drug addicts and alcoholics—by January 1997, these benefits were removed from

suspense and permanently terminated.

5. Current-Payment Status

Table III.A20 shows the number of disabled workers with

benefits in current-payment status. The current-payment

population is calculated as of December 31 of each year by

subtracting suspensions from the in force population. Over

the next 10 years, the model projects an average annual

increase in the current-payment population of roughly 2.2

percent for males, and 3.5 percent for females. The relatively

larger increase for females is attributable to the rapid growth

in female labor force participation experienced during the

1990s. This has led to an increase in the number of females

with disability insured status.

Refer to appendix G for a comprehensive illustration of the

disabled worker numbers projection by single year of age.

6. Dependents of Disabled Workers

Awards to auxiliary beneficiaries of disabled workers are

summarized in tables III.A21 and III.A22. The short-range

model produces calendar year estimates for the following

categories:

• Young wife—benefits may be payable to a (divorced)

wife of a disabled worker, where the wife is entitled

because of a child in her care;

• Young husband—benefits may be payable to a

(divorced) husband of a disabled worker, where the husband is entitled because of a child in his care;

• Aged wife—benefits may be payable to a (divorced)

wife of a disabled worker, where the wife is entitled

based solely on her age (having attained 62);

• Aged husband—benefits may be payable to a (divorced)

husband of a disabled worker, where the husband is entitled based solely on his age (having attained 62);

• Minor child—benefits may be payable to a child of a

disabled worker, where the child is under age 18;

• Disabled child—benefits may be payable to a child of a

disabled worker, where the “child” is a disabled person

age 18 or older whose disability began before age 22;

and

• Student child—benefits may be payable to a child of a

disabled worker, where the child is an elementary or

secondary student between ages 18 and 19.

Awards to young wives and young husbands are based on

trends in the historical ratio of these awards to minor child

awards. Awards to aged wives are based on trends in the historical ratio of these awards to male disabled worker awards;

awards to aged husbands are based on trends in the historical

ratio of these awards to female disabled worker awards; and

awards to children are based on trends in the historical ratio

of these awards to total disabled worker awards. Finally, the

model determines quarterly projections from annual awards
Benefit Payments

24

using interpolation which takes into account historical seasonal patterns in such awards.

Projections for auxiliary benefit terminations are produced

quarterly by applying assumed termination rates to the estimated exposure of the particular auxiliary category6. Projections for auxiliary in force and current-payment populations,

and suspensions are similar to those for workers.

Tables III.A23-III.A33 summarize quarterly data for disabled workers and auxiliary categories. The tables include

the in force population, awards, termination rates, terminations, withheld rates, suspensions, and the current-payment

population. Figure 1 shows the overall trend in the total

number of DI disabled workers, spouses, and children in current-payment status for 1975-2014.

.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

6 Exposure is estimated as beginning-of-period in force, plus one-half of the

awards for the period.

Figure 1.—DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014

[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

1975 1978 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 2011 2014

Calendar year

Children

Spouses

Workers

Historical Estimated
OASI Numbers

25

Source: Estimates prepared by the Office of the Chief Actuary based on data from Continuous Work History Sample.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

Table III.A1.—Workers Fully Insured for Old-Age and Survivors Insurance Benefits 1

(December 31 of each year, 1980-2014)

[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................. 140.5 85.4 55.0 76.6 51.6 25.1 63.8 33.9 30.0

1981................. 143.0 88.1 54.9 77.6 52.7 25.0 65.3 35.4 29.9

1982................. 144.8 90.8 54.0 78.3 53.8 24.5 66.5 37.0 29.5

1983................. 146.6 94.1 52.5 79.0 55.2 23.8 67.6 38.9 28.7

1984................. 148.3 96.9 51.4 79.6 56.3 23.3 68.7 40.6 28.1

1985................. 151.0 100.1 50.8 80.7 57.6 23.1 70.2 42.5 27.7

1986................. 153.3 103.4 49.9 81.7 59.0 22.7 71.6 44.4 27.2

1987................. 155.8 107.4 48.3 82.7 60.8 21.9 73.0 46.6 26.4

1988................. 158.3 110.7 47.7 83.8 62.1 21.7 74.5 48.5 26.0

1989................. 161.5 113.7 47.8 85.4 63.4 22.0 76.1 50.4 25.8

1990................. 164.0 116.4 47.6 86.5 64.3 22.1 77.5 52.0 25.5

1991................. 165.8 118.6 47.2 87.2 65.1 22.1 78.6 53.5 25.1

1992................. 167.4 121.1 46.4 87.9 66.0 21.9 79.6 55.1 24.5

1993................. 169.3 123.7 45.6 88.6 67.0 21.6 80.7 56.7 24.0

1994................. 170.9 126.0 44.9 89.2 67.8 21.4 81.7 58.2 23.5

1995................. 173.2 128.4 44.8 90.2 68.8 21.4 83.0 59.6 23.4

1996................. 175.4 131.0 44.4 91.1 69.8 21.3 84.3 61.1 23.1

1997................. 177.9 133.8 44.0 92.2 71.1 21.0 85.7 62.7 23.0

1998................. 180.4 136.4 44.0 93.2 72.3 21.0 87.1 64.1 23.0

1999................. 182.9 138.7 44.2 94.3 73.3 21.1 88.6 65.4 23.2

2000................. 185.5 140.6 44.8 95.6 74.2 21.4 89.8 66.5 23.4

2001................. 187.7 142.6 45.2 96.6 75.0 21.6 91.1 67.6 23.5

2002................. 189.6 144.5 45.1 97.4 75.8 21.6 92.2 68.7 23.5

2003................. 191.5 146.6 44.9 98.4 76.7 21.7 93.1 69.9 23.2

2004................. 193.7 148.5 45.2 99.4 77.6 21.8 94.3 70.9 23.4

2005................. 195.8 150.4 45.4 100.4 78.5 21.9 95.4 71.9 23.5

2006................. 198.0 152.4 45.6 101.4 79.4 21.9 96.6 72.9 23.7

2007................. 200.1 154.4 45.7 102.3 80.3 22.0 97.8 74.0 23.8

2008................. 202.3 156.4 45.9 103.3 81.3 22.0 99.0 75.1 23.9

2009................. 204.6 158.4 46.2 104.3 82.2 22.1 100.3 76.2 24.1

2010................. 206.8 160.4 46.4 105.3 83.1 22.2 101.5 77.3 24.2

2011................. 209.1 162.4 46.7 106.3 84.0 22.3 102.8 78.4 24.4

2012................. 211.4 164.4 47.0 107.3 85.0 22.3 104.0 79.4 24.6

2013................. 213.6 166.3 47.3 108.4 85.9 22.5 105.3 80.4 24.8

2014................. 216.0 168.2 47.8 109.4 86.8 22.6 106.6 81.4 25.1

1 Figures exclude workers who are currently insured only; such workers are insured for certain survivor benefits only. There were 2.6 million such workers at the end of 2001.
Benefit Payments

26

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980 ........... 10,752.7 11,385.0 10,619.1 9,623.9 7,449.5 6,211.6 5,700.9 5,867.7 5,679.6 4,926.5 ... 78,216.5

1985 ........... 9,940.0 11,045.9 11,544.7 10,683.6 9,642.8 7,418.4 6,134.6 5,533.1 5,548.6 5,169.9 ... 82,661.6

1990 ........... 9,007.2 10,232.7 11,328.8 11,679.0 10,670.9 9,587.8 7,324.0 5,990.0 5,290.4 5,134.5 ... 86,245.2

1995 ........... 9,762.6 9,462.7 10,480.3 11,454.0 11,689.8 10,610.2 9,456.0 7,140.7 5,757.3 4,963.1 ... 90,776.6

1996 ........... 10,013.0 9,401.4 10,489.8 11,207.8 11,778.3 10,861.0 9,559.2 7,669.6 5,955.0 4,985.8 ... 91,921.0

1997 ........... 10,202.2 9,511.2 10,431.5 10,950.7 11,782.2 11,128.9 9,693.7 8,042.4 6,256.0 5,079.0 ... 93,077.7

1998 ........... 10,310.2 9,696.9 10,290.4 10,738.7 11,812.2 11,308.5 9,927.4 8,381.4 6,511.7 5,211.3 ... 94,188.8

1999 ........... 10,334.8 9,925.5 10,131.7 10,650.4 11,729.0 11,488.1 10,196.1 8,784.5 6,734.2 5,308.6 ... 95,282.9

2000 ........... 10,419.6 10,232.7 9,932.5 10,763.6 11,574.3 11,646.3 10,456.3 9,203.0 6,896.0 5,410.4 ... 96,534.6

2001 ........... 10,455.2 10,537.1 9,907.8 10,829.0 11,410.0 11,755.6 10,700.6 9,334.2 7,332.7 5,590.5 ... 97,852.6

2002 ........... 10,475.9 10,804.3 10,025.4 10,846.1 11,240.4 11,799.5 10,954.8 9,463.2 7,703.2 5,834.3 ... 99,147.0

2003 ........... 10,526.1 10,890.8 10,172.0 10,731.8 11,050.5 11,814.5 11,192.8 9,666.1 8,073.3 6,092.7 170.8 100,381.4

2004 ........... 10,656.4 10,881.4 10,398.1 10,535.7 10,951.9 11,784.7 11,392.0 9,931.5 8,468.4 6,326.5 352.7 101,679.3

2005 ........... 10,821.5 10,822.9 10,673.4 10,329.4 10,963.5 11,662.1 11,558.6 10,213.1 8,829.9 6,588.2 546.3 103,008.8

2006 ........... 10,981.4 10,775.5 10,930.2 10,221.6 11,001.2 11,467.3 11,660.7 10,495.5 9,042.6 6,940.2 773.7 104,289.8

2007 ........... 11,104.2 10,765.2 11,115.4 10,255.7 10,975.0 11,249.2 11,698.8 10,767.2 9,185.6 7,326.2 1,031.7 105,474.2

2008 ........... 11,165.3 10,823.8 11,204.5 10,406.6 10,863.6 11,063.2 11,715.2 11,003.0 9,387.3 7,683.8 1,275.7 106,591.9

2009 ........... 11,145.5 10,954.6 11,195.5 10,631.6 10,670.2 10,967.5 11,687.5 11,200.5 9,649.2 8,062.9 1,286.6 107,451.6

2010 ........... 11,079.7 11,116.2 11,135.9 10,902.0 10,462.2 10,977.2 11,566.3 11,364.3 9,925.0 8,408.7 1,346.7 108,284.1

2011 ........... 10,997.8 11,272.2 11,087.4 11,154.4 10,351.7 11,012.0 11,373.7 11,464.9 10,200.8 8,614.2 1,497.6 109,026.4

2012 ........... 10,916.7 11,394.9 11,077.8 11,339.1 10,386.4 10,986.5 11,160.7 11,504.6 10,467.3 8,755.6 1,606.9 109,596.5

2013 ........... 10,856.0 11,456.1 11,136.7 11,428.3 10,536.8 10,877.1 10,979.7 11,523.2 10,699.0 8,952.8 1,620.4 110,066.0

2014 ........... 10,841.3 11,436.9 11,267.4 11,420.0 10,761.0 10,687.0 10,887.8 11,499.0 10,894.3 9,207.5 1,655.3 110,557.5

Female

1980 ........... 10,326.6 10,986.8 10,352.3 9,491.8 7,432.3 6,233.2 5,791.5 6,105.3 6,161.0 5,560.6 ... 78,441.2

1985 ........... 9,432.4 10,594.7 11,198.7 10,475.6 9,556.4 7,450.9 6,215.8 5,725.0 5,955.2 5,935.9 ... 82,540.4

1990 ........... 8,546.9 9,693.7 10,891.4 11,392.5 10,547.5 9,572.6 7,426.3 6,157.5 5,613.6 5,735.0 ... 85,576.9

1995 ........... 9,206.3 8,998.7 10,030.5 11,112.0 11,505.3 10,592.3 9,545.8 7,337.2 6,036.1 5,427.7 ... 89,791.7

1996 ........... 9,428.0 8,930.4 10,042.5 10,861.9 11,580.9 10,832.4 9,662.3 7,859.2 6,239.3 5,432.8 ... 90,869.7

1997 ........... 9,600.3 9,011.9 9,993.4 10,594.4 11,570.5 11,082.1 9,799.6 8,235.9 6,542.3 5,510.4 ... 91,940.7

1998 ........... 9,708.0 9,156.5 9,855.9 10,375.1 11,564.0 11,257.2 10,032.1 8,579.4 6,804.3 5,633.6 ... 92,965.9

1999 ........... 9,757.0 9,343.5 9,702.6 10,273.3 11,470.7 11,414.3 10,292.9 8,986.2 7,034.8 5,724.9 ... 94,000.2

2000 ........... 9,809.1 9,599.1 9,484.9 10,364.3 11,301.9 11,553.7 10,547.3 9,409.2 7,204.6 5,827.3 ... 95,101.3

2001 ........... 9,832.0 9,860.5 9,422.7 10,415.4 11,113.6 11,651.3 10,782.0 9,556.1 7,632.4 6,017.6 ... 96,283.7

2002 ........... 9,884.5 10,057.2 9,480.9 10,408.4 10,909.8 11,683.7 11,023.9 9,692.3 8,002.9 6,275.4 ... 97,419.0

2003 ........... 10,017.7 10,105.1 9,598.4 10,300.2 10,697.7 11,683.5 11,246.6 9,896.3 8,389.7 6,542.6 187.3 98,665.0

2004 ........... 10,188.3 10,097.8 9,798.8 10,119.0 10,582.4 11,635.7 11,425.7 10,158.4 8,800.2 6,777.0 387.1 99,970.4

2005 ........... 10,357.0 10,079.0 10,052.2 9,915.8 10,595.5 11,482.7 11,582.0 10,434.5 9,178.0 7,034.3 600.7 101,311.7

2006 ........... 10,508.4 10,096.2 10,279.0 9,791.1 10,642.4 11,256.8 11,680.7 10,709.8 9,406.3 7,385.9 848.9 102,605.4

2007 ........... 10,622.9 10,172.8 10,414.5 9,800.8 10,621.4 11,017.4 11,708.0 10,971.8 9,555.8 7,782.4 1,125.9 103,793.8

2008 ........... 10,680.7 10,312.9 10,463.2 9,924.7 10,518.2 10,810.1 11,710.1 11,193.7 9,757.8 8,159.0 1,384.9 104,915.3

2009 ........... 10,664.2 10,483.4 10,455.3 10,124.6 10,338.5 10,696.5 11,663.8 11,372.2 10,016.9 8,556.6 1,391.3 105,763.3

2010 ........... 10,603.2 10,648.3 10,432.7 10,371.3 10,131.0 10,705.9 11,510.0 11,525.6 10,287.6 8,920.8 1,452.1 106,588.6

2011 ........... 10,527.5 10,795.9 10,446.4 10,591.7 10,001.4 10,748.6 11,283.7 11,621.9 10,557.3 9,141.6 1,612.8 107,328.6

2012 ........... 10,456.1 10,910.4 10,523.0 10,726.9 10,011.4 10,727.8 11,047.4 11,650.1 10,815.5 9,288.8 1,734.5 107,891.9

2013 ........... 10,407.9 10,968.2 10,663.0 10,775.6 10,135.1 10,625.6 10,842.9 11,653.4 11,034.6 9,487.0 1,751.2 108,344.5

2014 ........... 10,401.3 10,951.9 10,833.3 10,767.9 10,334.4 10,447.6 10,731.5 11,609.2 11,211.5 9,740.6 1,780.7 108,810.0

Total

1980 ........... 21,079.3 22,371.8 20,971.4 19,115.6 14,881.8 12,444.8 11,492.5 11,973.0 11,840.6 10,487.1 ... 156,657.8

1985 ........... 19,372.4 21,640.5 22,743.4 21,159.2 19,199.2 14,869.3 12,350.4 11,258.1 11,503.8 11,105.8 ... 165,202.0

1990 ........... 17,554.0 19,926.3 22,220.2 23,071.5 21,218.4 19,160.4 14,750.3 12,147.5 10,904.0 10,869.5 ... 171,822.1

1995 ........... 18,968.9 18,461.4 20,510.7 22,566.0 23,195.1 21,202.5 19,001.7 14,477.8 11,793.3 10,390.8 ... 180,568.3

1996 ........... 19,441.0 18,331.8 20,532.4 22,069.7 23,359.2 21,693.4 19,221.4 15,528.8 12,194.3 10,418.7 ... 182,790.7

1997 ........... 19,802.5 18,523.0 20,424.9 21,545.0 23,352.7 22,211.0 19,493.3 16,278.2 12,798.3 10,589.4 ... 185,018.4

1998 ........... 20,018.2 18,853.4 20,146.3 21,113.9 23,376.2 22,565.6 19,959.5 16,960.8 13,316.0 10,844.9 ... 187,154.7

1999 ........... 20,091.8 19,269.1 19,834.3 20,923.7 23,199.7 22,902.4 20,489.0 17,770.7 13,769.0 11,033.5 ... 189,283.1

2000 ........... 20,228.7 19,831.8 19,417.4 21,127.9 22,876.2 23,200.0 21,003.6 18,612.2 14,100.6 11,237.7 ... 191,635.9

2001 ........... 20,287.2 20,397.6 19,330.5 21,244.4 22,523.6 23,406.9 21,482.6 18,890.3 14,965.1 11,608.2 ... 194,136.3

2002 ........... 20,360.4 20,861.5 19,506.2 21,254.5 22,150.1 23,483.2 21,978.8 19,155.5 15,706.0 12,109.7 ... 196,565.9

2003 ........... 20,543.9 20,995.9 19,770.4 21,032.0 21,748.2 23,498.0 22,439.4 19,562.3 16,463.0 12,635.3 358.1 199,046.4

2004 ........... 20,844.7 20,979.2 20,196.9 20,654.7 21,534.4 23,420.4 22,817.7 20,089.9 17,268.5 13,103.5 739.8 201,649.6

2005 ........... 21,178.5 20,901.9 20,725.6 20,245.3 21,559.0 23,144.8 23,140.6 20,647.6 18,007.8 13,622.5 1,147.0 204,320.5

2006 ........... 21,489.8 20,871.7 21,209.2 20,012.6 21,643.6 22,724.1 23,341.5 21,205.3 18,448.9 14,326.1 1,622.6 206,895.2

2007 ........... 21,727.2 20,937.9 21,529.9 20,056.5 21,596.3 22,266.6 23,406.9 21,739.1 18,741.3 15,108.6 2,157.6 209,267.9

2008 ........... 21,846.0 21,136.8 21,667.8 20,331.2 21,381.9 21,873.3 23,425.3 22,196.6 19,145.1 15,842.8 2,660.6 211,507.2

2009 ........... 21,809.8 21,438.0 21,650.8 20,756.1 21,008.7 21,664.0 23,351.3 22,572.7 19,666.0 16,619.5 2,677.9 213,214.9

2010 ........... 21,682.9 21,764.5 21,568.6 21,273.3 20,593.2 21,683.1 23,076.3 22,889.9 20,212.6 17,329.5 2,798.9 214,872.7

2011 ........... 21,525.3 22,068.1 21,533.8 21,746.0 20,353.1 21,760.5 22,657.4 23,086.7 20,758.0 17,755.8 3,110.4 216,355.0

2012 ........... 21,372.9 22,305.3 21,600.7 22,066.0 20,397.8 21,714.4 22,208.0 23,154.7 21,282.8 18,044.5 3,341.3 217,488.4

2013 ........... 21,263.9 22,424.3 21,799.7 22,204.0 20,671.9 21,502.7 21,822.6 23,176.6 21,733.6 18,439.8 3,371.5 218,410.5

2014 ........... 21,242.6 22,388.9 22,100.7 22,188.0 21,095.4 21,134.5 21,619.4 23,108.2 22,105.9 18,948.1 3,436.1 219,367.6

1 See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

27

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 2005 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, 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980........... 3,700.4 10,223.0 10,197.9 9,312.2 7,118.6 5,788.4 5,247.3 5,338.1 5,212.9 4,567.5 ... 66,706.3

1985........... 2,324.7 9,402.1 10,871.9 10,231.5 9,229.1 7,026.6 5,680.0 5,073.7 5,050.2 4,844.8 ... 69,734.6

1990........... 2,568.3 8,652.8 10,721.9 11,052.2 10,176.5 9,128.0 6,885.5 5,518.2 4,851.0 4,783.2 ... 74,337.6

1995........... 2,077.9 7,680.2 9,685.0 10,928.3 11,120.8 10,111.5 8,966.3 6,694.2 5,284.9 4,631.3 ... 77,180.4

1996........... 2,177.4 7,544.4 9,633.7 10,660.4 11,200.9 10,350.3 9,066.7 7,216.4 5,485.4 4,626.6 ... 77,962.2

1997........... 2,255.0 7,588.6 9,533.3 10,362.7 11,216.3 10,608.3 9,201.8 7,567.0 5,801.5 4,747.7 ... 78,882.2

1998........... 2,387.1 7,707.0 9,373.8 10,099.8 11,263.9 10,771.8 9,443.6 7,899.1 6,056.5 4,874.0 ... 79,876.6

1999........... 2,503.4 7,860.0 9,175.4 9,944.5 11,195.9 10,940.0 9,711.5 8,297.5 6,292.3 4,934.9 ... 80,855.4

2000........... 2,536.5 8,135.7 8,926.4 10,023.7 11,036.4 11,087.1 9,971.4 8,723.7 6,487.3 5,067.3 ... 81,995.5

2001........... 2,474.5 8,348.3 8,784.0 9,988.5 10,805.4 11,187.1 10,207.6 8,869.9 6,898.7 5,287.3 ... 82,851.3

2002........... 2,250.3 8,500.6 8,793.1 9,909.5 10,532.3 11,228.3 10,436.8 9,022.1 7,247.7 5,539.1 ... 83,459.8

2003........... 2,218.7 8,544.9 8,907.8 9,767.6 10,314.2 11,243.5 10,645.0 9,223.3 7,609.2 5,794.1 166.0 84,434.3

2004........... 2,209.6 8,488.7 9,106.1 9,537.2 10,182.0 11,199.9 10,821.1 9,473.9 8,003.6 5,992.9 338.9 85,353.9

2005........... 2,223.6 8,360.2 9,349.6 9,296.6 10,147.0 11,055.3 10,961.5 9,742.8 8,362.1 6,250.8 522.5 86,272.0

2006........... 2,274.9 8,228.9 9,584.5 9,146.6 10,136.2 10,827.2 11,064.3 10,010.9 8,572.4 6,574.2 738.1 87,158.2

2007........... 2,339.9 8,148.6 9,742.6 9,133.8 10,068.1 10,566.3 11,114.5 10,254.4 8,729.5 6,929.9 982.0 88,009.6

2008........... 2,411.7 8,136.7 9,798.5 9,229.3 9,920.6 10,335.8 11,134.2 10,457.2 8,936.9 7,287.0 1,211.8 88,859.7

2009........... 2,463.6 8,195.1 9,741.7 9,403.3 9,690.6 10,191.3 11,093.4 10,628.7 9,197.3 7,670.4 1,221.5 89,496.9

2010........... 2,473.2 8,316.7 9,627.7 9,627.9 9,447.9 10,145.2 10,954.2 10,769.6 9,466.8 8,014.3 1,279.5 90,123.0

2011........... 2,460.4 8,478.8 9,516.1 9,855.0 9,299.2 10,134.8 10,728.4 10,870.1 9,730.3 8,194.1 1,424.3 90,691.5

2012........... 2,443.1 8,652.6 9,442.7 10,025.3 9,311.9 10,082.0 10,473.0 10,920.3 9,966.0 8,348.3 1,528.3 91,193.5

2013........... 2,432.1 8,765.6 9,448.1 10,111.7 9,446.0 9,952.7 10,247.7 10,940.1 10,165.4 8,539.0 1,542.4 91,590.8

2014........... 2,419.5 8,794.7 9,557.1 10,129.3 9,645.4 9,756.8 10,105.1 10,905.1 10,337.4 8,784.3 1,576.7 92,011.4

Female

1980........... 2,857.7 8,930.9 9,071.3 7,889.1 5,665.6 4,452.4 3,963.4 4,064.8 4,056.8 3,676.2 ... 54,628.2

1985........... 1,976.3 8,324.1 9,901.3 9,065.4 7,882.9 5,750.1 4,533.0 3,970.5 3,967.5 3,993.5 ... 59,364.6

1990........... 2,237.1 7,796.0 9,736.2 10,049.6 9,135.7 8,018.3 5,827.3 4,536.8 3,903.6 3,945.0 ... 65,185.6

1995........... 1,904.7 7,130.4 8,915.3 9,920.1 10,139.0 9,217.1 8,060.6 5,811.5 4,456.0 3,882.4 ... 69,437.1

1996........... 2,048.2 7,041.1 8,920.5 9,694.8 10,237.9 9,449.3 8,245.3 6,315.1 4,679.0 3,918.2 ... 70,549.4

1997........... 2,122.1 7,135.9 8,898.4 9,461.3 10,276.6 9,704.4 8,439.5 6,695.8 4,987.8 4,072.5 ... 71,794.3

1998........... 2,253.5 7,311.4 8,794.9 9,272.0 10,332.5 9,888.7 8,702.2 7,075.8 5,265.8 4,219.0 ... 73,115.8

1999........... 2,356.2 7,538.7 8,668.4 9,177.7 10,293.2 10,081.2 8,971.4 7,513.9 5,516.2 4,310.0 ... 74,426.9

2000........... 2,393.6 7,752.7 8,444.2 9,180.5 10,125.5 10,241.1 9,241.1 7,976.5 5,723.1 4,472.8 ... 75,551.1

2001........... 2,353.5 7,957.8 8,367.4 9,211.7 9,900.2 10,365.6 9,493.6 8,198.8 6,138.6 4,708.5 ... 76,695.7

2002........... 2,158.2 8,102.7 8,387.7 9,210.2 9,658.0 10,427.9 9,737.0 8,415.7 6,530.2 4,970.1 ... 77,597.7

2003........... 2,064.0 7,933.2 8,400.6 9,106.9 9,459.6 10,457.7 9,943.1 8,645.5 6,924.1 5,275.0 155.7 78,365.4

2004........... 2,075.5 7,877.9 8,581.7 8,938.2 9,349.9 10,425.3 10,132.3 8,918.5 7,347.7 5,492.1 319.5 79,458.6

2005........... 2,092.9 7,778.2 8,805.6 8,758.0 9,352.7 10,273.0 10,308.1 9,196.0 7,750.2 5,731.1 492.9 80,538.7

2006........... 2,138.6 7,697.3 9,013.8 8,631.9 9,399.5 10,038.1 10,438.4 9,465.9 8,025.6 6,057.6 694.9 81,601.6

2007........... 2,196.1 7,691.2 9,129.3 8,631.8 9,397.0 9,800.6 10,496.6 9,719.6 8,242.1 6,433.2 922.3 82,659.8

2008........... 2,262.0 7,748.6 9,151.8 8,740.4 9,297.7 9,595.0 10,532.6 9,934.4 8,500.1 6,803.1 1,137.8 83,703.5

2009........... 2,313.4 7,842.3 9,098.0 8,929.4 9,133.6 9,480.8 10,506.8 10,132.3 8,798.0 7,199.4 1,148.4 84,582.4

2010........... 2,325.4 7,967.5 9,018.3 9,155.3 8,949.0 9,486.2 10,359.5 10,314.5 9,090.0 7,576.2 1,206.1 85,448.0

2011........... 2,314.0 8,121.0 8,963.1 9,357.9 8,843.4 9,538.2 10,129.1 10,450.7 9,365.6 7,839.8 1,349.4 86,272.2

2012........... 2,296.5 8,284.8 8,966.5 9,483.9 8,845.4 9,538.3 9,890.1 10,518.4 9,624.2 8,048.1 1,463.1 86,959.3

2013........... 2,285.0 8,392.1 9,038.4 9,534.1 8,967.3 9,447.8 9,688.9 10,559.6 9,849.4 8,302.9 1,490.3 87,555.8

2014........... 2,274.4 8,421.9 9,188.9 9,550.7 9,161.1 9,282.4 9,575.5 10,536.9 10,054.9 8,564.1 1,529.6 88,140.4

Total

1980........... 6,558.1 19,153.9 19,269.2 17,201.3 12,784.2 10,240.8 9,210.7 9,402.9 9,269.7 8,243.7 ... 121,334.5

1985........... 4,301.0 17,726.2 20,773.2 19,296.9 17,112.0 12,776.7 10,213.0 9,044.2 9,017.7 8,838.3 ... 129,099.2

1990........... 4,805.4 16,448.8 20,458.1 21,101.8 19,312.2 17,146.3 12,712.8 10,055.0 8,754.6 8,728.2 ... 139,523.2

1995........... 3,982.6 14,810.6 18,600.3 20,848.4 21,259.8 19,328.6 17,026.9 12,505.7 9,740.9 8,513.7 ... 146,617.5

1996........... 4,225.6 14,585.5 18,554.2 20,355.2 21,438.8 19,799.6 17,312.0 13,531.5 10,164.4 8,544.8 ... 148,511.6

1997........... 4,377.1 14,724.5 18,431.7 19,824.0 21,492.9 20,312.7 17,641.3 14,262.8 10,789.3 8,820.2 ... 150,676.5

1998........... 4,640.6 15,018.4 18,168.7 19,371.8 21,596.4 20,660.5 18,145.8 14,974.9 11,322.3 9,093.0 ... 152,992.4

1999........... 4,859.6 15,398.7 17,843.8 19,122.2 21,489.1 21,021.2 18,682.9 15,811.4 11,808.5 9,244.9 ... 155,282.3

2000........... 4,930.1 15,888.4 17,370.6 19,204.2 21,161.9 21,328.2 19,212.5 16,700.2 12,210.4 9,540.1 ... 157,546.6

2001........... 4,828.0 16,306.1 17,151.4 19,200.2 20,705.6 21,552.7 19,701.2 17,068.7 13,037.3 9,995.8 ... 159,547.0

2002........... 4,408.5 16,603.3 17,180.8 19,119.7 20,190.3 21,656.2 20,173.8 17,437.8 13,777.9 10,509.2 ... 161,057.5

2003........... 4,282.7 16,478.1 17,308.4 18,874.5 19,773.8 21,701.2 20,588.1 17,868.8 14,533.3 11,069.1 321.7 162,799.7

2004........... 4,285.1 16,366.6 17,687.8 18,475.4 19,531.9 21,625.2 20,953.4 18,392.4 15,351.3 11,485.0 658.4 164,812.5

2005........... 4,316.5 16,138.4 18,155.2 18,054.6 19,499.7 21,328.3 21,269.6 18,938.8 16,112.3 11,981.9 1,015.4 166,810.7

2006........... 4,413.5 15,926.2 18,598.3 17,778.5 19,535.7 20,865.3 21,502.7 19,476.8 16,598.0 12,631.8 1,433.1 168,759.9

2007........... 4,536.0 15,839.8 18,871.9 17,765.6 19,465.1 20,366.9 21,611.1 19,974.0 16,971.6 13,363.1 1,904.3 170,669.4

2008........... 4,673.7 15,885.3 18,950.3 17,969.7 19,218.3 19,930.8 21,666.8 20,391.6 17,437.0 14,090.1 2,349.6 172,563.2

2009........... 4,777.0 16,037.4 18,839.7 18,332.7 18,824.2 19,672.1 21,600.2 20,761.0 17,995.3 14,869.8 2,369.9 174,079.3

2010........... 4,798.6 16,284.2 18,646.0 18,783.2 18,396.9 19,631.4 21,313.7 21,084.1 18,556.8 15,590.5 2,485.6 175,571.0

2011........... 4,774.4 16,599.8 18,479.2 19,212.9 18,142.6 19,673.0 20,857.5 21,320.8 19,095.9 16,033.9 2,773.7 176,963.7

2012........... 4,739.6 16,937.4 18,409.2 19,509.2 18,157.3 19,620.3 20,363.1 21,438.7 19,590.2 16,396.4 2,991.4 178,152.8

2013........... 4,717.1 17,157.7 18,486.5 19,645.8 18,413.3 19,400.5 19,936.6 21,499.7 20,014.8 16,841.9 3,032.7 179,146.6

2014........... 4,693.9 17,216.6 18,746.0 19,680.0 18,806.5 19,039.2 19,680.6 21,442.0 20,392.3 17,348.4 3,106.3 180,151.8

1 See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

28

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 2005 Trustees Report intermediate set of assumptions.

III.A4.—Labor Force Participation Rates

(By age and gender, calendar years 1980-2014)

[Percent]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1

Male

1980 ............. 73.20 87.00 94.70 96.20 96.00 95.10 93.30 89.30 81.90 61.00 ...

1981 ............. 72.50 86.50 94.30 95.90 96.00 94.90 93.40 89.60 81.30 58.70 ...

1982 ............. 69.70 86.00 94.20 95.60 95.90 94.70 92.80 89.70 81.90 57.20 ...

1983 ............. 70.27 85.80 93.87 94.92 95.69 94.86 93.32 89.03 80.74 56.90 ...

1984 ............. 69.82 86.06 93.90 95.16 95.72 95.14 93.31 88.94 80.22 56.02 ...

1985 ............. 70.45 86.09 94.16 95.64 95.43 94.75 93.33 88.62 79.58 55.63 ...

1986 ............. 69.86 86.86 94.40 95.19 95.22 94.45 92.90 88.93 79.04 54.88 ...

1987 ............. 69.01 86.30 94.23 95.29 95.00 94.34 92.86 88.38 79.73 54.90 ...

1988 ............. 69.60 86.09 93.99 95.00 94.87 94.28 93.03 88.42 79.33 54.34 ...

1989 ............. 70.44 86.26 93.99 95.25 94.78 94.37 92.69 89.22 79.47 54.86 ...

1990 ............. 68.39 85.39 93.96 94.73 94.89 93.99 92.28 88.87 79.88 55.58 ...

1991 ............. 66.64 84.54 93.58 94.16 94.48 93.91 92.24 88.43 79.09 54.79 ...

1992 ............. 67.08 84.24 93.36 94.58 94.20 93.32 92.13 88.95 78.99 54.71 ...

1993 ............. 66.20 84.10 93.20 93.97 93.82 93.12 91.68 88.05 78.24 54.06 ...

1994 ............. 66.06 83.90 92.21 93.27 92.96 92.74 91.01 86.73 76.94 52.74 ...

1995 ............. 67.15 83.90 92.55 93.74 92.60 92.11 90.72 86.42 77.37 53.15 ...

1996 ............. 66.10 83.29 93.14 93.55 92.87 92.05 90.80 86.94 77.86 54.28 ...

1997 ............. 64.80 83.28 92.70 93.56 93.17 92.07 90.83 87.86 78.67 54.50 ...

1998 ............. 65.20 82.74 92.96 93.73 93.14 92.26 90.82 87.28 78.40 55.41 ...

1999 ............. 65.13 82.66 92.94 93.90 93.41 92.33 90.37 86.96 78.38 54.81 ...

2000 ............. 65.86 83.30 92.73 94.30 93.34 92.18 90.20 86.80 77.05 56.61 ...

2001 ............. 63.60 82.29 91.92 93.86 92.99 92.28 90.22 86.66 77.25 58.29 ...

2002 ............. 61.98 81.41 91.62 93.52 92.82 91.68 90.19 86.56 78.01 57.61 ...

2003 ............. 59.35 80.81 90.90 93.10 92.93 91.48 89.25 85.97 77.60 57.16 57.16

2004 ............. 59.32 80.55 90.68 92.96 92.90 91.36 89.44 85.41 77.76 56.70 56.70

2005 ............. 62.52 82.12 90.64 92.62 93.18 91.56 89.24 85.19 77.48 57.35 57.35

2006 ............. 63.86 82.78 91.50 92.75 93.12 91.27 89.29 85.09 77.55 57.95 57.95

2007 ............. 64.19 83.42 92.37 92.87 93.00 91.01 89.37 85.05 77.39 58.56 58.56

2008 ............. 64.28 83.52 92.50 92.80 93.08 91.09 89.54 85.01 77.29 59.18 59.18

2009 ............. 64.28 83.50 92.48 92.67 93.00 90.99 89.61 84.88 77.12 59.01 59.01

2010 ............. 64.25 83.48 92.48 92.54 92.90 90.96 89.67 84.78 76.88 58.97 58.97

2011 ............. 64.21 83.46 92.49 92.44 92.76 90.98 89.63 84.73 76.63 58.94 58.94

2012 ............. 64.19 83.45 92.49 92.38 92.59 90.93 89.60 84.72 76.50 58.77 58.77

2013 ............. 64.19 83.45 92.55 92.47 92.46 90.96 89.58 84.69 76.24 58.21 58.21

2014 ............. 64.18 83.45 92.63 92.58 92.43 91.01 89.55 84.71 75.86 57.53 57.53

Female

1980 ............. 62.30 69.20 66.80 64.10 64.90 66.10 62.10 57.80 48.60 33.30 ...

1981 ............. 61.30 69.80 67.70 65.90 66.40 67.40 64.20 58.20 49.40 32.70 ...

1982 ............. 61.40 70.10 69.10 66.90 67.40 68.60 65.30 58.00 49.60 33.40 ...

1983 ............. 60.94 70.16 69.97 68.09 68.24 69.27 65.33 58.53 48.78 33.80 ...

1984 ............. 61.98 70.69 70.54 69.16 70.20 70.06 66.25 59.38 49.84 33.37 ...

1985 ............. 61.93 72.09 71.52 70.40 71.71 71.84 67.76 60.84 50.32 33.41 ...

1986 ............. 62.47 72.64 72.46 71.01 73.03 73.22 69.53 62.03 51.34 33.18 ...

1987 ............. 62.44 73.27 73.42 71.61 73.98 75.14 70.66 63.15 52.17 33.16 ...

1988 ............. 63.09 72.97 73.72 71.98 74.56 75.88 72.55 64.79 53.29 33.81 ...

1989 ............. 62.67 72.65 74.08 73.17 74.99 77.15 74.34 65.90 54.79 35.63 ...

1990 ............. 60.45 71.55 73.74 73.43 75.46 77.47 74.72 66.88 55.29 35.51 ...

1991 ............. 59.63 70.35 73.36 73.06 75.56 77.63 75.35 67.80 55.67 35.10 ...

1992 ............. 58.92 71.12 74.26 73.73 75.54 78.06 75.75 68.68 56.77 36.43 ...

1993 ............. 60.37 71.14 73.69 73.35 75.35 77.93 76.42 69.80 57.09 37.03 ...

1994 ............. 60.26 71.26 74.46 73.76 76.00 78.29 77.64 70.66 59.18 37.81 ...

1995 ............. 61.74 70.56 74.97 75.08 76.35 78.12 77.24 70.74 59.49 38.00 ...

1996 ............. 60.15 71.54 75.94 74.76 76.54 78.63 78.03 71.87 59.80 38.16 ...

1997 ............. 61.41 72.91 77.43 74.94 76.63 78.94 78.08 73.51 60.73 39.50 ...

1998 ............. 62.79 73.21 77.40 75.46 75.57 78.64 78.81 73.01 61.28 39.13 ...

1999 ............. 61.12 73.45 77.00 75.97 76.20 78.26 78.93 74.03 61.83 38.83 ...

2000 ............. 61.52 73.25 76.84 75.56 75.71 78.74 79.12 74.15 61.37 40.68 ...

2001 ............. 59.38 72.97 75.86 75.45 76.09 78.11 78.46 74.14 61.70 43.54 ...

2002 ............. 58.77 72.33 75.78 74.71 75.29 77.53 77.79 73.99 63.81 44.07 ...

2003 ............. 56.54 70.94 74.48 73.92 74.47 77.41 78.56 74.72 65.46 45.33 45.33

2004 ............. 56.08 69.80 73.11 74.23 74.37 76.78 78.37 75.00 64.74 45.55 45.55

2005 ............. 57.41 69.39 74.29 75.52 74.78 77.22 78.21 74.97 64.46 45.77 45.77

2006 ............. 58.79 70.73 76.15 75.27 75.16 77.05 77.73 74.24 63.98 44.59 44.59

2007 ............. 59.12 71.85 77.94 74.49 75.52 76.78 77.12 73.65 63.94 44.18 44.18

2008 ............. 59.17 72.16 77.92 73.92 75.59 76.64 76.97 73.82 63.87 42.75 42.75

2009 ............. 59.09 72.73 77.65 73.53 75.82 76.45 76.91 73.84 63.81 42.40 42.40

2010 ............. 59.03 73.12 77.61 74.07 75.97 76.44 76.85 73.58 63.69 41.70 41.70

2011 ............. 58.98 73.22 77.83 75.50 75.78 76.67 76.84 73.26 63.51 41.63 41.63

2012 ............. 58.94 73.23 78.22 76.65 75.11 76.83 76.67 72.93 63.31 41.53 41.53

2013 ............. 58.92 73.29 78.62 77.36 74.58 77.10 76.62 72.75 63.07 41.48 41.48

2014 ............. 58.92 73.36 79.01 77.61 74.56 77.39 76.66 72.76 62.82 41.40 41.40

1 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

29

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980........... 96.92 93.97 90.39 86.64 89.17 90.50 90.20 90.54 89.63 84.00 ... 90.16

1981........... 95.73 92.37 91.50 88.37 87.77 89.43 91.04 90.16 90.62 85.10 ... 90.15

1982........... 94.71 90.74 91.40 88.70 89.02 89.49 90.34 90.16 91.19 87.58 ... 90.15

1983........... 93.94 89.94 91.26 88.40 88.50 90.08 89.98 89.92 91.49 85.34 ... 89.70

1984........... 93.82 90.56 91.20 88.97 88.28 89.76 90.42 89.70 90.41 88.42 ... 89.93

1985........... 95.46 92.00 91.54 89.61 87.82 89.93 90.22 89.89 90.49 87.25 ... 90.19

1986........... 95.76 92.56 91.49 90.24 89.38 88.27 88.90 90.44 89.80 87.46 ... 90.28

1987........... 95.01 92.48 91.67 90.01 89.18 89.23 88.61 89.36 89.14 87.01 ... 90.11

1988........... 94.79 93.19 91.40 90.14 89.15 88.85 89.45 89.06 88.82 87.28 ... 90.16

1989........... 94.99 93.17 91.04 89.75 89.61 88.79 89.24 89.43 88.84 84.53 ... 89.92

1990........... 94.39 92.90 90.92 89.66 89.98 88.41 89.69 89.54 89.02 86.04 ... 89.99

1991........... 93.16 91.80 91.23 89.38 90.65 90.17 88.48 88.58 89.83 85.96 ... 89.97

1992........... 91.76 90.26 91.50 90.25 90.84 90.24 90.00 88.84 89.14 85.88 ... 90.06

1993........... 92.23 90.05 91.56 90.72 91.33 90.26 90.03 89.92 89.06 85.20 ... 90.24

1994........... 93.22 91.27 91.08 91.22 91.23 90.88 89.96 89.96 89.54 86.03 ... 90.54

1995........... 94.18 92.17 90.60 91.24 91.59 91.42 89.44 90.43 89.64 85.44 ... 90.67

1996........... 94.95 92.10 90.79 91.17 91.71 91.87 91.01 89.17 88.65 86.51 ... 90.83

1997........... 95.17 92.19 90.79 91.14 91.86 91.67 90.67 90.49 88.81 85.23 ... 90.84

1998........... 95.45 92.35 90.85 90.95 91.81 91.83 90.52 90.50 89.89 84.90 ... 90.90

1999........... 95.91 92.56 90.99 90.56 92.19 91.69 91.09 90.42 89.95 86.21 ... 91.08

2000........... 96.00 92.67 91.12 90.53 92.15 92.27 91.93 90.47 90.09 86.04 ... 91.28

2001........... 95.62 91.86 90.77 90.74 92.23 92.22 92.42 91.57 89.83 85.01 ... 91.25

2002........... 93.88 89.83 90.43 90.45 92.04 92.28 92.43 91.06 91.12 85.80 ... 90.99

2003........... 94.69 90.31 90.89 90.63 92.12 92.24 92.35 91.12 89.93 85.26 84.00 90.95

2004........... 94.71 90.65 91.08 90.92 92.05 92.06 92.19 91.47 89.90 85.31 84.00 91.00

2005........... 94.72 91.04 91.23 91.05 91.94 91.84 91.99 91.70 89.89 85.47 84.00 91.00

2006........... 94.73 91.41 91.32 91.10 91.90 91.77 91.75 91.82 89.89 85.50 84.00 90.99

2007........... 94.82 91.74 91.40 91.20 91.87 91.55 91.49 91.99 89.89 85.54 84.00 90.96

2008........... 94.90 92.01 91.41 91.32 91.94 91.55 91.28 92.11 90.00 85.43 84.00 90.96

2009........... 95.05 92.26 91.44 91.42 92.00 91.49 91.07 92.15 90.05 85.33 84.00 90.95

2010........... 95.26 92.47 91.46 91.45 92.08 91.37 90.94 92.16 89.98 85.24 84.00 90.92

2011........... 95.46 92.60 91.49 91.48 92.16 91.28 90.87 92.16 89.86 85.16 84.00 90.89

2012........... 95.67 92.71 91.51 91.46 92.23 91.11 90.77 92.17 89.80 85.07 84.00 90.85

2013........... 95.85 92.81 91.52 91.44 92.26 90.93 90.68 92.16 89.83 85.02 84.00 90.82

2014........... 96.03 92.82 91.53 91.44 92.34 90.94 90.59 92.14 89.79 85.01 84.00 90.81

Female

1980........... 96.40 87.38 75.90 62.47 60.73 68.02 73.02 75.16 73.88 65.31 ... 73.57

1981........... 95.31 86.51 78.29 66.33 62.36 69.37 75.03 76.71 75.72 68.54 ... 74.99

1982........... 94.30 84.97 79.47 68.76 66.37 72.00 76.15 78.96 77.55 71.83 ... 76.29

1983........... 93.75 83.49 80.39 70.34 68.19 73.26 78.07 79.76 78.97 70.21 ... 76.69

1984........... 93.81 84.39 80.38 72.20 69.78 74.38 78.92 80.63 79.57 72.88 ... 77.60

1985........... 95.44 86.72 81.04 73.71 70.76 75.51 79.91 81.08 80.47 72.90 ... 78.63

1986........... 95.73 88.14 81.96 74.79 72.62 75.27 79.99 81.94 81.03 73.79 ... 79.46

1987........... 95.36 88.41 83.01 75.35 73.13 76.38 80.73 81.42 81.89 74.45 ... 79.99

1988........... 95.28 89.16 82.98 76.50 73.77 77.07 81.32 82.79 82.12 75.53 ... 80.60

1989........... 95.09 89.65 83.62 76.80 75.07 77.65 81.93 83.36 83.14 74.90 ... 81.10

1990........... 94.60 89.59 84.28 77.43 75.99 78.19 82.64 84.15 83.26 76.05 ... 81.59

1991........... 94.03 87.96 84.99 78.41 76.89 80.11 81.92 84.19 84.27 77.50 ... 82.01

1992........... 92.91 86.67 85.52 79.77 77.69 80.47 83.67 85.06 84.08 78.94 ... 82.53

1993........... 92.70 86.65 85.70 80.19 78.98 80.84 83.97 85.74 85.20 77.97 ... 82.90

1994........... 94.11 87.53 85.87 81.12 79.35 81.48 84.37 86.23 85.42 80.05 ... 83.54

1995........... 94.84 88.29 85.63 81.62 79.94 81.84 84.40 86.76 86.03 79.69 ... 83.89

1996........... 95.36 88.88 86.24 81.96 80.43 82.22 85.83 85.58 86.04 80.12 ... 84.34

1997........... 95.49 89.86 85.98 82.23 81.07 82.17 85.43 86.86 86.18 78.47 ... 84.54

1998........... 95.88 90.20 86.81 82.54 81.06 82.82 85.21 86.76 86.51 78.79 ... 84.86

1999........... 96.18 90.38 87.16 83.16 81.69 82.84 85.59 86.81 86.60 79.56 ... 85.23

2000........... 96.39 90.92 87.61 83.33 82.33 83.34 85.70 87.23 86.56 80.06 ... 85.62

2001........... 96.04 90.66 87.17 84.18 82.75 83.63 86.02 88.10 86.34 79.60 ... 85.82

2002........... 94.69 88.53 87.83 83.86 83.01 84.05 85.89 87.42 87.54 80.28 ... 85.72

2003........... 95.58 88.58 87.76 84.11 83.42 84.09 86.15 87.57 87.19 79.71 76.07 85.77

2004........... 95.53 88.84 88.04 84.71 84.02 84.61 86.64 88.12 87.24 80.20 76.30 86.18

2005........... 95.47 89.37 88.33 85.23 84.53 84.96 86.71 88.31 87.48 80.60 76.09 86.49

2006........... 95.40 89.85 88.51 85.72 84.83 85.34 86.80 88.58 87.75 80.85 76.11 86.75

2007........... 95.33 90.16 88.59 86.19 85.17 85.61 86.91 88.86 88.12 81.02 75.82 86.96

2008........... 95.25 90.41 88.66 86.48 85.47 85.87 87.05 89.06 88.42 81.19 75.85 87.14

2009........... 95.21 90.61 88.74 86.78 85.73 86.12 87.16 89.22 88.66 81.27 75.78 87.30

2010........... 95.31 90.73 88.79 87.09 85.88 86.34 87.28 89.36 88.74 81.25 75.91 87.42

2011........... 95.44 90.82 88.84 87.37 85.99 86.52 87.39 89.41 88.92 81.27 76.02 87.51

2012........... 95.58 90.92 88.88 87.57 86.00 86.68 87.51 89.44 89.06 81.35 76.15 87.60

2013........... 95.67 91.03 88.92 87.72 86.00 86.82 87.62 89.48 89.22 81.43 76.27 87.67

2014........... 95.73 91.12 88.96 87.84 86.00 86.91 87.69 89.52 89.37 81.51 76.42 87.73

1 See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

30

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980 ........... 3,586.3 9,606.5 9,218.0 8,068.2 6,347.7 5,238.3 4,733.3 4,832.9 4,672.1 3,836.7 ... 60,140.0

1985 ........... 2,219.2 8,649.9 9,951.9 9,168.8 8,104.8 6,318.9 5,124.3 4,560.7 4,569.9 4,227.2 ... 62,895.6

1990 ........... 2,424.3 8,038.6 9,748.6 9,909.4 9,156.8 8,069.7 6,175.3 4,941.1 4,318.5 4,115.6 ... 66,897.9

1995 ........... 1,956.9 7,079.0 8,774.2 9,971.0 10,186.0 9,243.9 8,019.6 6,053.5 4,737.4 3,957.2 ... 69,978.7

1996 ........... 2,067.5 6,948.3 8,746.8 9,719.5 10,272.1 9,509.0 8,251.5 6,434.9 4,862.9 4,002.7 ... 70,815.2

1997 ........... 2,146.1 6,996.1 8,655.7 9,444.3 10,303.0 9,724.1 8,342.9 6,847.6 5,152.2 4,046.5 ... 71,658.5

1998 ........... 2,278.6 7,117.2 8,515.8 9,186.0 10,341.6 9,891.7 8,548.7 7,149.0 5,444.2 4,138.1 ... 72,610.9

1999 ........... 2,400.9 7,275.2 8,349.0 9,005.6 10,321.0 10,031.4 8,846.0 7,502.6 5,659.8 4,254.3 ... 73,645.8

2000 ........... 2,435.1 7,539.5 8,134.0 9,074.9 10,170.0 10,230.4 9,166.8 7,892.0 5,844.1 4,360.1 ... 74,846.9

2001 ........... 2,366.2 7,668.8 7,973.2 9,063.9 9,966.1 10,316.8 9,433.8 8,122.5 6,197.0 4,494.8 ... 75,603.1

2002 ........... 2,112.6 7,635.7 7,951.7 8,962.7 9,693.8 10,361.3 9,646.9 8,215.6 6,604.3 4,752.7 ... 75,937.3

2003 ........... 2,100.9 7,717.3 8,096.6 8,852.0 9,501.1 10,370.6 9,830.2 8,404.2 6,843.0 4,940.0 139.5 76,795.2

2004 ........... 2,092.6 7,694.8 8,293.4 8,671.2 9,372.0 10,310.2 9,975.7 8,665.8 7,195.0 5,112.5 284.7 77,668.0

2005 ........... 2,106.2 7,611.1 8,529.4 8,464.2 9,329.2 10,152.8 10,083.8 8,934.0 7,517.1 5,342.3 438.9 78,508.9

2006 ........... 2,155.1 7,522.1 8,752.1 8,332.4 9,315.3 9,935.7 10,151.1 9,191.6 7,705.6 5,620.8 620.0 79,301.9

2007 ........... 2,218.7 7,475.3 8,904.8 8,330.1 9,249.8 9,673.3 10,168.5 9,432.7 7,846.8 5,927.8 824.9 80,052.7

2008 ........... 2,288.7 7,486.7 8,957.2 8,428.0 9,121.0 9,462.5 10,163.5 9,632.0 8,043.6 6,225.6 1,017.9 80,826.7

2009 ........... 2,341.6 7,560.4 8,908.1 8,596.9 8,915.8 9,324.1 10,103.2 9,794.1 8,281.9 6,545.4 1,026.1 81,397.5

2010 ........... 2,355.9 7,690.5 8,806.0 8,805.0 8,699.4 9,269.2 9,961.4 9,925.7 8,518.2 6,831.7 1,074.8 81,937.7

2011 ........... 2,348.8 7,851.8 8,706.1 9,015.1 8,570.3 9,251.1 9,749.2 10,018.1 8,743.2 6,978.1 1,196.4 82,428.1

2012 ........... 2,337.2 8,021.9 8,640.9 9,169.4 8,588.5 9,185.3 9,506.5 10,065.1 8,949.4 7,101.5 1,283.8 82,849.6

2013 ........... 2,331.3 8,134.9 8,646.6 9,246.1 8,715.1 9,049.7 9,293.0 10,082.9 9,131.1 7,259.5 1,295.6 83,185.8

2014 ........... 2,323.5 8,163.6 8,747.8 9,262.7 8,907.0 8,872.8 9,154.2 10,047.5 9,282.0 7,467.2 1,324.4 83,552.6

Female

1980 ........... 2,754.8 7,803.8 6,885.5 4,928.5 3,440.6 3,028.4 2,894.2 3,055.0 2,997.1 2,400.8 ... 40,188.7

1985 ........... 1,886.2 7,218.4 8,024.5 6,681.7 5,578.2 4,341.7 3,622.2 3,219.4 3,192.7 2,911.1 ... 46,676.1

1990 ........... 2,116.3 6,984.4 8,205.6 7,781.7 6,941.8 6,269.2 4,815.6 3,817.6 3,250.2 3,000.3 ... 53,182.7

1995 ........... 1,806.4 6,295.2 7,634.5 8,097.1 8,105.0 7,543.5 6,803.3 5,041.8 3,833.6 3,093.7 ... 58,254.1

1996 ........... 1,953.2 6,258.1 7,693.0 7,945.8 8,234.4 7,768.9 7,076.9 5,404.3 4,026.0 3,139.4 ... 59,500.0

1997 ........... 2,026.4 6,412.2 7,651.1 7,779.8 8,331.7 7,974.5 7,209.6 5,816.3 4,298.4 3,195.8 ... 60,695.8

1998 ........... 2,160.6 6,594.6 7,634.8 7,653.5 8,375.8 8,189.8 7,415.3 6,138.7 4,555.4 3,324.1 ... 62,042.6

1999 ........... 2,266.3 6,813.3 7,555.5 7,632.5 8,408.1 8,351.4 7,679.0 6,522.7 4,776.9 3,429.1 ... 63,434.8

2000 ........... 2,307.2 7,049.0 7,398.3 7,650.5 8,336.1 8,535.4 7,920.0 6,957.7 4,954.2 3,581.0 ... 64,689.4

2001 ........... 2,260.2 7,214.7 7,293.8 7,754.5 8,192.7 8,668.4 8,166.4 7,223.3 5,300.1 3,748.2 ... 65,822.3

2002 ........... 2,043.5 7,173.1 7,367.1 7,723.6 8,017.0 8,764.3 8,363.3 7,357.2 5,716.4 3,989.8 ... 66,515.3

2003 ........... 1,972.8 7,027.6 7,372.5 7,660.1 7,891.3 8,794.3 8,565.5 7,570.5 6,036.9 4,204.8 118.4 67,214.6

2004 ........... 1,982.7 6,998.4 7,555.1 7,571.9 7,855.4 8,820.6 8,778.6 7,859.3 6,410.0 4,404.9 243.8 68,480.7

2005 ........... 1,998.1 6,951.7 7,778.1 7,464.6 7,905.7 8,728.2 8,938.1 8,120.6 6,780.3 4,619.2 375.1 69,659.5

2006 ........... 2,040.2 6,916.2 7,978.5 7,399.7 7,973.8 8,566.7 9,060.4 8,384.6 7,042.7 4,897.4 528.9 70,789.2

2007 ........... 2,093.6 6,934.7 8,088.0 7,439.6 8,003.8 8,390.2 9,122.5 8,636.6 7,263.1 5,212.0 699.3 71,883.1

2008 ........... 2,154.6 7,005.5 8,114.1 7,558.7 7,946.8 8,239.5 9,168.1 8,847.8 7,516.0 5,523.7 863.1 72,937.9

2009 ........... 2,202.6 7,105.6 8,073.5 7,749.3 7,830.1 8,164.8 9,158.2 9,039.7 7,799.9 5,850.6 870.3 73,844.6

2010 ........... 2,216.4 7,228.9 8,007.2 7,973.0 7,685.5 8,190.0 9,042.2 9,217.4 8,066.1 6,155.5 915.5 74,697.6

2011 ........... 2,208.5 7,375.9 7,962.6 8,175.6 7,604.4 8,252.7 8,851.4 9,344.1 8,327.8 6,371.2 1,025.9 75,499.9

2012 ........... 2,195.0 7,532.9 7,969.7 8,305.5 7,607.0 8,267.5 8,654.5 9,407.2 8,571.6 6,547.2 1,114.2 76,172.2

2013 ........... 2,186.1 7,639.1 8,037.3 8,363.3 7,711.9 8,202.8 8,489.2 9,448.9 8,787.3 6,761.0 1,136.7 76,763.4

2014 ........... 2,177.3 7,674.2 8,174.7 8,389.2 7,878.6 8,067.4 8,396.9 9,433.0 8,986.0 6,981.0 1,169.0 77,327.1

Total

1980 ........... 6,341.1 17,410.3 16,103.5 12,996.7 9,788.3 8,266.7 7,627.5 7,887.9 7,669.2 6,237.5 ... 100,328.7

1985 ........... 4,105.4 15,868.3 17,976.4 15,850.5 13,683.0 10,660.6 8,746.5 7,780.1 7,762.6 7,138.3 ... 109,571.7

1990 ........... 4,540.6 15,023.0 17,954.2 17,691.1 16,098.6 14,338.9 10,990.9 8,758.7 7,568.7 7,115.9 ... 120,080.6

1995 ........... 3,763.3 13,374.2 16,408.7 18,068.1 18,291.0 16,787.4 14,822.9 11,095.3 8,571.0 7,050.9 ... 128,232.8

1996 ........... 4,020.7 13,206.4 16,439.8 17,665.3 18,506.5 17,277.9 15,328.4 11,839.2 8,888.9 7,142.1 ... 130,315.2

1997 ........... 4,172.5 13,408.3 16,306.8 17,224.1 18,634.7 17,698.6 15,552.5 12,663.9 9,450.6 7,242.3 ... 132,354.3

1998 ........... 4,439.2 13,711.8 16,150.6 16,839.5 18,717.4 18,081.5 15,964.0 13,287.7 9,999.6 7,462.2 ... 134,653.5

1999 ........... 4,667.2 14,088.5 15,904.5 16,638.1 18,729.1 18,382.8 16,525.0 14,025.3 10,436.7 7,683.4 ... 137,080.6

2000 ........... 4,742.3 14,588.5 15,532.3 16,725.4 18,506.1 18,765.8 17,086.8 14,849.7 10,798.3 7,941.1 ... 139,536.3

2001 ........... 4,626.4 14,883.5 15,267.0 16,818.4 18,158.8 18,985.2 17,600.2 15,345.8 11,497.1 8,243.0 ... 141,425.4

2002 ........... 4,156.1 14,808.8 15,318.8 16,686.3 17,710.8 19,125.6 18,010.2 15,572.8 12,320.7 8,742.5 ... 142,452.6

2003 ........... 4,073.7 14,744.9 15,469.1 16,512.0 17,392.4 19,164.9 18,395.7 15,974.7 12,879.9 9,144.8 257.9 144,009.8

2004 ........... 4,075.3 14,693.2 15,848.5 16,243.2 17,227.5 19,130.8 18,754.3 16,525.1 13,605.0 9,517.4 528.5 146,148.7

2005 ........... 4,104.2 14,562.8 16,307.4 15,928.8 17,234.9 18,881.0 19,021.9 17,054.6 14,297.4 9,961.5 814.0 148,168.4

2006 ........... 4,195.3 14,438.3 16,730.7 15,732.0 17,289.1 18,502.4 19,211.5 17,576.2 14,748.3 10,518.3 1,149.0 150,091.0

2007 ........... 4,312.3 14,410.0 16,992.7 15,769.6 17,253.6 18,063.5 19,291.1 18,069.3 15,109.9 11,139.7 1,524.2 151,935.8

2008 ........... 4,443.3 14,492.2 17,071.3 15,986.7 17,067.8 17,701.9 19,331.6 18,479.8 15,559.6 11,749.3 1,881.0 153,764.5

2009 ........... 4,544.1 14,666.0 16,981.6 16,346.2 16,745.8 17,489.0 19,261.5 18,833.8 16,081.8 12,396.0 1,896.4 155,242.1

2010 ........... 4,572.3 14,919.4 16,813.1 16,778.0 16,384.9 17,459.2 19,003.6 19,143.1 16,584.3 12,987.2 1,990.3 156,635.3

2011 ........... 4,557.4 15,227.6 16,668.7 17,190.6 16,174.6 17,503.8 18,600.6 19,362.2 17,071.0 13,349.2 2,222.3 157,928.0

2012 ........... 4,532.2 15,554.8 16,610.6 17,474.9 16,195.6 17,452.8 18,161.1 19,472.3 17,521.0 13,648.7 2,398.0 159,021.8

2013 ........... 4,517.4 15,774.0 16,683.9 17,609.4 16,427.0 17,252.5 17,782.1 19,531.9 17,918.4 14,020.5 2,432.3 159,949.2

2014 ........... 4,500.8 15,837.8 16,922.5 17,651.9 16,785.5 16,940.2 17,551.0 19,480.5 18,267.9 14,448.2 2,493.4 160,879.7

1 See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

31

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980........... 1.1 21.9 58.5 89.4 96.9 116.1 172.4 277.6 463.9 637.1 ... 1,934.9

1985........... .5 20.2 63.7 98.5 126.1 133.4 155.7 231.9 385.1 587.4 ... 1,802.4

1990........... .9 20.0 71.9 132.5 174.0 207.4 214.2 255.0 376.5 545.5 ... 1,997.9

1995........... .8 24.3 83.9 165.7 250.8 304.9 352.2 376.0 465.6 592.8 ... 2,617.1

1996........... .8 21.3 81.1 160.5 254.7 319.0 372.5 403.1 487.3 604.0 ... 2,704.2

1997........... .7 19.5 74.7 148.4 245.0 320.1 372.0 424.5 509.3 611.3 ... 2,725.6

1998........... .8 19.2 70.1 141.5 243.1 330.3 384.8 448.8 536.0 627.0 ... 2,801.6

1999........... .8 20.1 65.7 133.3 239.6 337.0 397.9 476.5 558.6 637.9 ... 2,867.5

2000........... .9 22.0 61.8 126.8 230.2 339.4 409.8 504.0 576.9 651.9 ... 2,923.7

2001........... 1.1 26.6 63.0 124.3 223.0 343.0 424.8 525.9 611.2 678.2 ... 3,021.1

2002........... 1.2 32.0 67.0 122.6 216.5 344.9 443.1 540.2 655.9 717.7 ... 3,141.0

2003........... 1.1 34.0 73.1 122.3 211.6 347.9 460.9 562.2 696.9 762.0 21.8 3,293.8

2004........... .9 33.9 79.7 122.4 206.0 348.9 475.9 584.6 746.7 802.5 46.7 3,448.2

2005........... 1.2 34.1 86.2 121.8 205.3 343.8 486.2 605.8 792.9 834.5 71.7 3,583.5

2006........... 1.2 33.0 90.5 121.9 203.7 334.0 490.4 624.9 818.3 880.3 102.0 3,700.2

2007........... 1.2 31.8 93.2 124.4 201.4 323.0 489.4 643.0 828.5 931.3 139.7 3,806.9

2008........... 1.3 31.5 94.4 129.1 198.4 312.8 487.0 657.6 845.9 976.4 175.6 3,910.2

2009........... 1.7 32.7 94.9 135.7 195.6 305.2 484.1 670.3 869.5 1,031.0 174.7 3,995.5

2010........... 1.6 33.5 93.7 141.4 191.2 301.7 474.8 679.4 895.3 1,084.2 178.6 4,075.3

2011........... 1.3 33.3 91.1 145.3 188.4 299.1 462.0 685.7 924.1 1,118.0 203.3 4,151.5

2012........... 1.1 33.2 89.0 147.7 189.2 296.0 448.5 687.6 952.4 1,138.7 223.1 4,206.5

2013........... 1.1 33.2 87.9 148.1 193.0 291.4 436.0 687.8 976.5 1,168.2 224.6 4,247.9

2014........... 1.1 33.0 88.0 146.6 198.3 285.0 425.9 684.7 996.1 1,204.8 230.8 4,294.3

Female

1980........... .4 7.9 24.2 36.2 40.5 49.4 76.7 134.4 237.3 326.3 ... 933.4

1985........... .2 8.0 25.9 43.8 55.4 60.9 72.8 113.0 195.9 302.2 ... 877.9

1990........... .4 9.3 33.7 62.7 86.9 105.2 117.1 142.7 207.9 290.7 ... 1,056.5

1995........... .5 14.2 48.3 95.5 146.6 188.0 224.4 255.2 306.0 357.8 ... 1,636.3

1996........... .5 12.8 49.0 97.0 155.6 205.5 246.3 284.4 334.3 377.7 ... 1,763.0

1997........... .5 12.0 47.7 95.6 158.9 217.3 260.8 311.7 364.3 396.9 ... 1,865.7

1998........... .5 12.2 46.8 94.9 164.6 230.9 279.7 338.3 397.9 422.4 ... 1,988.0

1999........... .5 13.1 45.9 93.0 168.8 243.3 299.7 366.9 429.8 445.3 ... 2,106.3

2000........... .6 14.8 44.8 92.4 169.0 251.8 317.5 395.8 455.0 470.8 ... 2,212.7

2001........... .7 17.8 47.4 95.3 170.0 261.9 337.9 421.6 493.6 504.4 ... 2,350.6

2002........... .7 21.4 52.2 98.2 171.6 271.9 359.1 443.8 535.8 548.7 ... 2,503.5

2003........... .7 23.1 57.4 102.2 173.1 282.7 380.6 470.0 574.7 596.2 16.6 2,677.3

2004........... .6 23.4 63.0 106.1 173.1 291.8 400.1 499.9 621.0 641.1 35.6 2,855.7

2005........... .9 23.9 68.3 108.2 177.5 295.1 416.1 527.2 667.5 677.9 57.0 3,019.6

2006........... .9 23.4 71.7 109.9 181.4 293.1 427.1 551.3 699.5 726.5 82.8 3,167.6

2007........... .9 23.0 73.8 113.6 183.9 289.9 434.3 572.2 721.7 778.6 116.1 3,307.8

2008........... 1.0 23.3 75.1 118.2 185.7 286.1 440.9 590.9 748.4 825.9 149.0 3,444.3

2009........... 1.3 24.7 76.0 124.6 186.9 283.7 446.0 609.1 780.7 881.2 149.2 3,563.5

2010........... 1.2 25.4 75.5 130.1 185.6 286.0 444.3 625.0 813.3 937.3 153.6 3,677.3

2011........... .9 25.1 74.0 133.8 185.0 289.7 438.1 638.3 846.7 979.6 177.2 3,788.4

2012........... .8 24.9 73.1 136.0 187.6 292.1 431.4 647.5 878.0 1,012.9 196.5 3,880.8

2013........... .8 24.7 73.1 136.9 192.1 292.6 424.8 655.9 906.4 1,052.9 200.5 3,960.6

2014........... .7 24.5 73.6 136.2 198.2 290.6 420.2 660.4 932.6 1,098.9 207.2 4,043.0

Total

1980........... 1.5 29.8 82.6 125.6 137.5 165.6 249.2 411.9 701.3 963.4 ... 2,868.3

1985........... .7 28.2 89.6 142.3 181.5 194.2 228.4 344.9 580.9 889.5 ... 2,680.3

1990........... 1.3 29.4 105.6 195.2 260.9 312.6 331.2 397.7 584.4 836.2 ... 3,054.5

1995........... 1.3 38.5 132.2 261.2 397.4 492.9 576.6 631.2 771.6 950.6 ... 4,253.5

1996........... 1.3 34.1 130.0 257.5 410.4 524.5 618.8 687.4 821.6 981.7 ... 4,467.3

1997........... 1.2 31.5 122.4 243.9 403.9 537.4 632.8 736.2 873.6 1,008.3 ... 4,591.3

1998........... 1.2 31.4 116.9 236.4 407.6 561.2 664.4 787.1 933.9 1,049.4 ... 4,789.6

1999........... 1.3 33.1 111.6 226.2 408.4 580.4 697.6 843.5 988.4 1,083.1 ... 4,973.8

2000........... 1.5 36.8 106.6 219.2 399.2 591.2 727.3 899.8 1,031.9 1,122.8 ... 5,136.4

2001........... 1.8 44.4 110.4 219.6 393.1 604.9 762.7 947.4 1,104.8 1,182.6 ... 5,371.7

2002........... 2.0 53.4 119.2 220.8 388.1 616.8 802.2 984.0 1,191.7 1,266.4 ... 5,644.4

2003........... 1.8 57.1 130.5 224.5 384.7 630.6 841.6 1,032.2 1,271.5 1,358.2 38.4 5,971.1

2004........... 1.5 57.3 142.7 228.5 379.1 640.6 875.9 1,084.6 1,367.7 1,443.7 82.2 6,303.9

2005........... 2.1 58.0 154.5 230.0 382.8 639.0 902.3 1,132.9 1,460.4 1,512.4 128.8 6,603.1

2006........... 2.1 56.4 162.3 231.7 385.2 627.0 917.6 1,176.2 1,517.7 1,606.8 184.8 6,867.9

2007........... 2.1 54.7 167.0 237.9 385.3 612.9 923.7 1,215.2 1,550.2 1,709.8 255.7 7,114.7

2008........... 2.4 54.8 169.5 247.3 384.1 599.0 927.9 1,248.5 1,594.2 1,802.3 324.6 7,354.5

2009........... 2.9 57.4 171.0 260.3 382.5 588.9 930.1 1,279.4 1,650.2 1,912.2 323.9 7,558.9

2010........... 2.8 58.8 169.2 271.5 376.8 587.7 919.1 1,304.4 1,708.6 2,021.6 332.2 7,752.7

2011........... 2.2 58.4 165.1 279.1 373.4 588.8 900.1 1,324.0 1,770.8 2,097.6 380.5 7,939.9

2012........... 1.9 58.1 162.0 283.7 376.8 588.1 879.9 1,335.1 1,830.4 2,151.6 419.6 8,087.2

2013........... 1.9 57.9 161.0 285.0 385.0 584.0 860.8 1,343.7 1,882.9 2,221.1 425.2 8,208.5

2014........... 1.8 57.5 161.6 282.8 396.4 575.6 846.0 1,345.0 1,928.7 2,303.7 438.0 8,337.3

1 See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

32

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 2005 Trustees Report intermediate set of assumptions.

III.A8.—DI Disabled Worker Incidence Rates

(Awards per thousand exposed, by age and gender, calendar years awarded 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1

Total

Gross Adjusted

Male

1980 ........... 0.32 0.82 1.12 1.60 2.51 3.90 6.13 9.99 17.06 21.42 15.18 5.04 5.58

1985 ........... .27 .95 1.57 2.01 2.59 3.64 5.47 9.15 14.38 17.08 10.35 4.63 5.05

1990 ........... .40 1.09 1.75 2.40 3.01 3.75 5.15 8.39 14.83 17.59 9.96 4.70 5.15

1995 ........... .45 1.19 1.88 2.83 3.69 4.60 5.97 9.56 16.87 20.23 11.01 5.64 5.96

1996 ........... .42 1.08 1.67 2.51 3.34 4.21 5.61 8.97 15.68 18.62 10.15 5.24 5.50

1997 ........... .38 1.03 1.42 2.06 2.77 3.68 4.98 8.15 14.56 17.42 9.72 4.77 4.94

1998 ........... .38 1.04 1.41 1.99 2.70 3.73 5.09 8.23 14.18 17.08 9.44 4.80 4.91

1999 ........... .39 1.12 1.44 1.91 2.69 3.73 5.05 8.08 13.80 16.86 10.05 4.80 4.85

2000 ........... .40 1.26 1.51 1.82 2.62 3.59 4.82 7.86 13.55 16.64 9.22 4.74 4.74

2001 ........... .53 1.59 1.86 2.07 2.83 3.83 5.11 8.36 14.22 17.60 9.22 5.17 5.10

2002 ........... .61 1.88 1.94 2.14 2.98 4.04 5.46 8.86 14.90 18.37 9.26 5.58 5.39

2003 ........... .56 1.62 1.91 2.24 3.06 4.16 5.63 9.10 15.19 18.46 9.08 5.75 5.47

2004 ........... .45 1.54 1.89 2.27 2.97 4.13 5.63 9.02 15.17 18.52 7.88 5.79 5.43

2005 ........... .69 1.68 1.94 2.25 2.99 4.01 5.35 8.52 14.12 17.51 9.32 5.65 5.23

2006 ........... .58 1.54 1.81 2.10 2.83 3.82 5.13 8.22 13.67 17.21 8.84 5.51 5.02

2007 ........... .58 1.52 1.78 2.07 2.80 3.77 5.05 8.09 13.41 17.20 8.54 5.51 4.95

2008 ........... .64 1.58 1.84 2.13 2.86 3.83 5.11 8.16 13.47 17.61 8.44 5.66 5.03

2009 ........... .78 1.72 1.99 2.27 3.01 3.96 5.27 8.32 13.65 17.82 9.54 5.90 5.19

2010 ........... .68 1.61 1.89 2.17 2.91 3.87 5.19 8.27 13.63 17.76 9.41 5.88 5.11

2011 ........... .51 1.46 1.73 2.01 2.75 3.72 5.05 8.14 13.52 17.62 9.19 5.78 4.96

2012 ........... .52 1.47 1.74 2.02 2.76 3.74 5.08 8.18 13.58 17.68 9.32 5.84 4.98

2013 ........... .52 1.47 1.74 2.03 2.77 3.77 5.10 8.22 13.63 17.73 9.51 5.89 5.00

2014 ........... .52 1.48 1.75 2.04 2.77 3.78 5.10 8.25 13.68 17.81 9.52 5.94 5.02

Female

1980 ........... .19 .38 .66 1.18 2.08 3.19 4.89 7.51 11.96 13.10 8.80 3.35 3.95

1985 ........... .12 .48 .85 1.33 1.83 2.72 4.08 6.78 9.79 10.49 6.46 3.00 3.43

1990 ........... .22 .60 1.02 1.50 2.10 2.90 4.30 6.90 11.03 11.24 6.45 3.26 3.71

1995 ........... .32 .82 1.38 2.21 3.16 4.18 5.61 9.26 14.70 14.94 8.19 4.76 5.06

1996 ........... .27 .75 1.29 2.12 3.11 4.19 5.61 9.13 14.17 14.29 7.70 4.69 4.93

1997 ........... .26 .71 1.19 1.94 2.87 3.99 5.29 8.55 13.25 13.62 7.31 4.47 4.63

1998 ........... .23 .76 1.23 1.98 2.95 4.09 5.53 8.73 13.42 13.65 7.27 4.63 4.73

1999 ........... .24 .84 1.32 1.90 2.94 4.13 5.52 8.36 13.32 13.85 7.71 4.66 4.71

2000 ........... .28 .94 1.38 1.90 2.88 3.95 5.18 7.98 12.84 13.52 6.83 4.56 4.56

2001 ........... .36 1.16 1.72 2.19 3.19 4.27 5.59 8.43 13.53 14.31 7.34 5.01 4.94

2002 ........... .38 1.37 1.85 2.32 3.39 4.57 6.02 8.86 13.71 15.01 7.55 5.38 5.20

2003 ........... .37 1.26 1.83 2.46 3.45 4.65 6.07 8.92 13.77 15.14 7.02 5.52 5.25

2004 ........... .33 1.24 1.85 2.52 3.38 4.64 6.07 9.01 13.72 15.39 6.21 5.63 5.26

2005 ........... .53 1.34 1.89 2.48 3.39 4.52 5.83 8.45 13.01 14.71 7.58 5.51 5.09

2006 ........... .43 1.22 1.76 2.33 3.23 4.33 5.61 8.18 12.65 14.52 7.24 5.38 4.90

2007 ........... .43 1.21 1.75 2.31 3.20 4.28 5.54 8.07 12.46 14.58 7.06 5.39 4.86

2008 ........... .49 1.27 1.81 2.36 3.27 4.34 5.61 8.14 12.52 14.92 7.20 5.54 4.93

2009 ........... .63 1.41 1.95 2.50 3.41 4.47 5.76 8.30 12.69 15.09 8.04 5.76 5.08

2010 ........... .52 1.31 1.85 2.41 3.32 4.38 5.70 8.25 12.68 15.02 7.92 5.74 5.00

2011 ........... .36 1.15 1.70 2.26 3.17 4.25 5.57 8.14 12.60 14.91 7.74 5.64 4.87

2012 ........... .36 1.16 1.71 2.28 3.19 4.29 5.61 8.20 12.69 15.01 7.85 5.72 4.90

2013 ........... .37 1.17 1.72 2.30 3.20 4.33 5.64 8.26 12.78 15.11 8.04 5.79 4.94

2014 ........... .37 1.18 1.73 2.31 3.22 4.36 5.67 8.32 12.87 15.22 8.08 5.86 4.97

Total

1980 ........... .26 .63 .92 1.44 2.36 3.65 5.66 9.03 15.04 18.15 12.66 4.36 4.82

1985 ........... .20 .74 1.25 1.72 2.28 3.27 4.89 8.17 12.47 14.34 8.77 3.93 4.30

1990 ........... .32 .86 1.41 2.00 2.62 3.38 4.78 7.74 13.18 14.86 8.43 4.06 4.48

1995 ........... .39 1.02 1.65 2.55 3.46 4.41 5.80 9.42 15.89 17.87 9.74 5.24 5.54

1996 ........... .35 .92 1.49 2.33 3.24 4.20 5.61 9.04 14.99 16.68 9.04 4.99 5.24

1997 ........... .32 .88 1.31 2.01 2.82 3.82 5.12 8.33 13.96 15.72 8.61 4.63 4.80

1998 ........... .31 .91 1.33 1.98 2.81 3.89 5.29 8.46 13.83 15.53 8.46 4.72 4.83

1999 ........... .31 .99 1.38 1.90 2.81 3.91 5.27 8.21 13.58 15.50 9.00 4.73 4.78

2000 ........... .34 1.10 1.45 1.86 2.74 3.75 4.99 7.91 13.22 15.22 8.16 4.66 4.66

2001 ........... .45 1.38 1.79 2.13 3.00 4.03 5.33 8.39 13.90 16.09 8.38 5.10 5.02

2002 ........... .50 1.63 1.90 2.22 3.17 4.29 5.72 8.86 14.35 16.83 8.48 5.49 5.30

2003 ........... .47 1.45 1.87 2.34 3.24 4.38 5.83 9.02 14.52 16.93 8.13 5.64 5.37

2004 ........... .39 1.40 1.87 2.39 3.16 4.37 5.84 9.01 14.49 17.06 7.11 5.71 5.35

2005 ........... .61 1.52 1.92 2.36 3.18 4.24 5.58 8.49 13.59 16.20 8.51 5.59 5.17

2006 ........... .51 1.39 1.78 2.21 3.01 4.06 5.36 8.20 13.18 15.95 8.10 5.45 4.97

2007 ........... .51 1.38 1.77 2.18 2.98 4.01 5.28 8.08 12.95 15.97 7.86 5.45 4.91

2008 ........... .57 1.43 1.83 2.24 3.05 4.06 5.35 8.15 13.01 16.34 7.87 5.60 4.99

2009 ........... .70 1.57 1.97 2.38 3.20 4.20 5.50 8.31 13.18 16.52 8.85 5.83 5.14

2010 ........... .60 1.46 1.87 2.28 3.10 4.11 5.43 8.26 13.16 16.45 8.72 5.81 5.06

2011 ........... .44 1.31 1.72 2.13 2.95 3.97 5.30 8.14 13.07 16.32 8.52 5.71 4.92

2012 ........... .44 1.32 1.72 2.14 2.96 4.00 5.33 8.19 13.15 16.39 8.64 5.78 4.95

2013 ........... .44 1.33 1.73 2.16 2.97 4.03 5.36 8.24 13.21 16.46 8.82 5.84 4.97

2014 ........... .45 1.34 1.74 2.17 2.98 4.05 5.37 8.28 13.28 16.55 8.85 5.90 5.00

1 See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

33

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 2005 Trustees Report intermediate set of assumptions.

III.A9.—DI Disabled Worker Awards

(By age and gender, calendar years awarded 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980........... 0.9 7.7 10.2 12.8 15.8 20.1 28.1 45.8 73.1 71.9 4.9 291.2

1985........... .4 7.9 15.5 18.2 20.7 22.6 27.4 40.0 61.2 63.6 3.6 281.1

1990........... .7 8.4 16.9 23.4 27.1 29.6 30.9 39.7 59.4 64.3 3.3 303.6

1995........... .6 8.1 16.3 27.7 36.7 41.3 46.0 54.8 73.3 69.9 3.7 378.5

1996........... .6 7.2 14.4 24.0 33.5 38.8 44.4 54.5 69.7 64.9 3.3 355.5

1997........... .6 6.9 12.2 19.1 27.9 34.7 39.8 52.7 68.6 61.3 3.1 326.8

1998........... .6 7.1 11.9 18.0 27.3 35.8 41.7 55.6 70.7 61.3 3.1 333.0

1999........... .7 7.8 11.9 16.9 27.2 36.2 42.8 57.2 71.3 62.3 3.2 337.5

2000........... .7 9.1 12.1 16.2 26.0 35.5 42.3 58.4 72.2 63.0 3.2 338.8

2001........... .9 11.8 14.7 18.5 27.6 38.3 46.2 64.0 80.6 68.7 3.1 374.4

2002........... 1.0 14.0 15.3 18.9 28.3 40.6 50.5 68.6 90.1 75.9 3.1 406.3

2003........... .9 12.0 15.2 19.4 28.4 41.9 52.9 72.0 95.3 79.7 3.9 421.6

2004........... .7 11.4 15.4 19.3 27.2 41.3 53.7 73.4 99.5 81.9 4.8 428.7

2005........... 1.1 12.2 16.3 18.7 27.4 39.5 51.6 71.4 96.4 80.7 7.2 422.6

2006........... .9 11.1 15.6 17.2 25.8 36.9 49.8 70.9 95.6 83.7 8.4 415.7

2007........... 1.0 10.9 15.6 16.9 25.3 35.4 49.1 71.5 95.5 88.2 9.7 419.2

2008........... 1.1 11.3 16.3 17.6 25.6 35.1 49.7 73.6 98.3 94.7 11.0 434.3

2009........... 1.4 12.4 17.4 19.1 26.2 35.9 51.0 76.4 102.7 100.8 12.6 455.8

2010........... 1.2 11.9 16.4 18.8 24.8 34.8 49.5 76.8 105.5 104.7 13.0 457.3

2011........... .9 10.9 14.8 17.8 23.1 33.4 47.2 76.3 107.4 106.1 14.1 452.0

2012........... .9 11.3 14.8 18.2 23.1 33.4 46.3 77.1 110.4 108.1 15.2 458.8

2013........... .9 11.5 14.8 18.5 23.5 33.1 45.4 77.6 113.0 110.8 15.7 464.8

2014........... .9 11.6 15.1 18.6 24.1 32.6 44.8 77.6 115.3 114.4 16.0 470.9

Female

1980........... .4 2.9 4.5 5.8 7.0 9.3 13.6 21.9 33.5 28.5 1.8 129.1

1985........... .2 3.3 6.8 8.8 10.0 11.5 14.4 21.1 29.6 27.8 1.5 135.0

1990........... .4 4.1 8.3 11.6 14.3 17.7 20.1 25.4 33.9 31.0 1.7 168.5

1995........... .4 4.9 10.5 17.7 25.1 30.6 36.8 44.6 52.6 41.8 2.2 267.1

1996........... .4 4.4 9.8 16.7 25.1 31.6 38.3 47.0 53.0 40.3 2.1 268.8

1997........... .4 4.4 9.0 15.0 23.4 30.9 36.7 47.3 52.9 38.9 2.0 260.9

1998........... .4 4.8 9.3 14.9 24.2 32.5 39.4 51.0 56.6 40.4 1.9 275.4

1999........... .4 5.5 9.8 14.3 24.2 33.4 40.7 51.7 58.7 42.3 2.0 283.0

2000........... .5 6.4 10.1 14.4 23.5 32.6 39.4 52.6 58.5 42.9 1.9 282.5

2001........... .6 8.1 12.5 16.7 25.6 35.8 43.8 57.7 66.0 47.4 2.0 316.1

2002........... .6 9.6 13.5 17.7 26.6 38.8 48.2 61.6 72.0 52.9 2.2 343.7

2003........... .6 8.7 13.4 18.7 26.6 39.5 49.8 63.7 76.3 56.1 2.6 355.9

2004........... .5 8.3 13.8 18.8 25.9 39.5 50.8 66.5 80.5 59.2 3.3 367.1

2005........... .8 8.9 14.5 18.2 26.1 38.0 49.7 64.5 80.5 59.3 5.1 365.7

2006........... .6 8.1 13.9 17.0 25.1 35.8 48.5 64.3 81.2 62.0 5.9 362.4

2007........... .7 8.1 14.0 16.9 25.0 34.6 48.2 65.3 82.5 66.3 6.9 368.3

2008........... .8 8.5 14.5 17.6 25.4 34.5 49.0 67.4 85.8 71.9 8.0 383.3

2009........... 1.0 9.6 15.6 19.0 26.1 35.2 50.2 70.1 90.2 77.0 9.0 403.1

2010........... .9 9.0 14.7 18.9 24.9 34.6 49.0 71.0 93.2 80.6 9.3 406.1

2011........... .6 8.1 13.3 18.1 23.5 33.8 46.9 71.1 95.4 82.7 10.1 403.7

2012........... .6 8.4 13.4 18.6 23.7 34.2 46.2 72.1 98.9 85.5 11.1 412.6

2013........... .6 8.6 13.6 18.9 24.1 34.2 45.6 72.9 101.9 88.8 11.6 420.7

2014........... .6 8.7 13.9 19.0 24.8 33.9 45.3 73.2 104.9 92.4 12.0 428.6

Total

1980........... 1.3 10.6 14.7 18.6 22.7 29.4 41.8 67.7 106.5 100.3 6.7 420.3

1985........... .6 11.1 22.3 27.1 30.7 34.1 41.8 61.1 90.8 91.5 5.1 416.1

1990........... 1.1 12.5 25.2 35.1 41.4 47.3 51.0 65.1 93.3 95.3 5.0 472.1

1995........... 1.0 12.9 26.8 45.4 61.8 71.9 82.9 99.4 125.9 111.7 6.0 645.6

1996........... 1.0 11.6 24.2 40.6 58.6 70.5 82.7 101.6 122.7 105.2 5.4 624.3

1997........... 1.0 11.3 21.1 34.1 51.3 65.6 76.5 100.1 121.4 100.2 5.1 587.7

1998........... 1.0 11.9 21.2 32.9 51.5 68.2 81.2 106.5 127.2 101.8 5.0 608.4

1999........... 1.1 13.3 21.7 31.2 51.3 69.7 83.6 108.9 130.0 104.5 5.3 620.6

2000........... 1.2 15.4 22.2 30.6 49.4 68.1 81.7 111.0 130.7 105.9 5.1 621.3

2001........... 1.6 19.9 27.1 35.2 53.2 74.1 90.0 121.7 146.6 116.1 5.2 690.5

2002........... 1.6 23.5 28.8 36.6 54.8 79.4 98.8 130.2 162.1 128.8 5.3 750.0

2003........... 1.4 20.6 28.6 38.1 55.0 81.4 102.7 135.7 171.6 135.8 6.4 777.5

2004........... 1.2 19.7 29.2 38.2 53.1 80.8 104.5 139.8 180.0 141.1 8.1 795.8

2005........... 1.9 21.2 30.8 36.9 53.5 77.5 101.4 135.9 176.9 140.0 12.3 788.2

2006........... 1.6 19.2 29.4 34.1 50.9 72.6 98.3 135.2 176.8 145.7 14.3 778.1

2007........... 1.6 19.0 29.6 33.8 50.3 70.0 97.3 136.7 178.1 154.4 16.6 787.5

2008........... 1.9 19.8 30.8 35.2 50.9 69.6 98.7 141.0 184.1 166.7 19.0 817.6

2009........... 2.4 22.0 33.0 38.2 52.3 71.1 101.2 146.5 192.9 177.8 21.5 858.9

2010........... 2.1 20.9 31.0 37.6 49.7 69.5 98.5 147.9 198.6 185.3 22.4 863.5

2011........... 1.5 19.1 28.2 35.9 46.6 67.2 94.1 147.4 202.9 188.8 24.2 855.8

2012........... 1.5 19.6 28.2 36.8 46.8 67.6 92.5 149.2 209.3 193.6 26.3 871.4

2013........... 1.5 20.1 28.5 37.3 47.6 67.3 90.9 150.5 214.9 199.6 27.3 885.4

2014........... 1.5 20.3 29.0 37.6 48.9 66.5 90.0 150.9 220.1 206.8 28.0 899.5

1 See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

34

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 2005 Trustees Report intermediate set of assumptions

III.A10.—DI Disabled Worker Total Termination Rates1

(Terminations per thousand beneficiaries, by age and gender, calendar years 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA2 Total

Male

1980 ........... 107.01 89.43 84.67 81.10 96.98 104.93 100.25 92.40 83.16 70.54 69.25 83.39

1985 ........... 73.42 59.21 55.42 48.79 42.69 48.16 56.69 62.91 68.58 71.75 85.40 63.88

1990 ........... 43.52 55.65 64.99 60.53 56.48 50.07 52.62 58.00 63.16 71.59 79.56 62.17

1995 ........... 53.59 59.58 65.08 72.73 63.96 56.83 50.23 51.87 54.71 62.88 97.54 59.14

1996 ........... 62.88 61.81 62.00 65.86 57.91 51.15 47.83 47.95 51.32 61.87 92.62 55.44

1997 ........... 67.58 70.96 78.59 79.76 78.30 74.90 68.19 58.50 54.84 60.86 97.50 65.98

1998 ........... 48.10 58.09 57.40 50.13 45.12 42.47 42.96 43.16 48.16 57.87 92.63 49.28

1999 ........... 39.37 53.72 60.77 54.00 46.60 44.50 45.23 45.21 49.69 58.17 91.95 50.79

2000 ........... 42.44 49.07 67.06 61.98 55.00 49.24 48.34 47.00 49.11 56.91 98.27 52.84

2001 ........... 55.27 40.76 54.27 55.27 48.64 45.07 45.80 45.03 47.88 55.23 86.04 49.68

2002 ........... 33.76 37.19 54.49 56.92 49.59 45.99 46.31 46.07 47.04 54.69 87.37 49.87

2003 ........... 40.15 33.68 46.13 48.65 45.17 42.42 43.53 43.42 44.86 52.50 99.21 47.20

2004 ........... 42.52 37.58 44.91 46.43 43.94 42.64 42.77 44.21 43.85 51.02 109.98 46.80

2005 ........... 43.31 37.80 45.08 46.56 43.92 42.42 42.40 43.64 43.22 50.04 90.64 46.83

2006 ........... 44.80 38.90 46.73 48.11 45.08 43.16 42.84 43.73 43.08 49.59 87.89 47.28

2007 ........... 46.32 39.79 48.27 49.53 46.09 43.80 43.17 43.71 42.82 49.02 85.25 47.67

2008 ........... 47.84 41.56 50.78 51.88 48.02 45.37 44.41 44.61 43.46 49.55 83.88 48.89

2009 ........... 48.61 41.95 51.91 52.91 48.66 45.65 44.34 44.20 42.79 48.78 92.96 49.18

2010 ........... 49.75 43.11 53.23 54.18 49.93 46.83 45.41 45.17 43.70 49.61 90.99 49.98

2011 ........... 47.31 41.47 52.08 52.95 48.42 44.88 43.14 42.55 40.84 46.59 87.05 47.66

2012 ........... 47.41 42.44 53.40 54.18 49.39 45.40 43.36 42.43 40.49 46.02 86.93 47.84

2013 ........... 46.99 42.38 53.16 53.90 49.14 45.02 42.94 41.90 39.92 45.31 88.06 47.42

2014 ........... 46.65 42.26 52.92 53.66 48.89 44.68 42.51 41.37 39.33 44.60 86.31 46.84

Female

1980 ........... 98.49 83.10 72.39 76.08 90.11 97.80 96.33 74.60 61.77 45.75 52.99 64.58

1985 ........... 16.81 66.57 61.08 49.04 46.61 49.37 55.38 53.44 52.55 50.48 53.51 51.81

1990 ........... 78.59 52.54 49.56 42.42 40.11 43.07 46.74 49.29 48.92 51.74 52.97 48.07

1995 ........... 41.14 52.61 50.54 45.25 40.94 40.40 40.39 40.87 41.90 45.89 70.35 43.30

1996 ........... 59.84 54.38 50.65 45.46 40.75 38.70 39.43 39.08 39.56 44.29 65.62 41.74

1997 ........... 55.46 62.01 57.60 55.65 52.28 48.23 45.10 41.63 39.73 43.35 67.12 45.49

1998 ........... 35.97 58.99 47.63 42.53 38.59 38.35 38.54 37.97 37.51 42.25 68.15 40.09

1999 ........... 43.62 54.27 51.58 42.30 39.41 37.65 38.89 37.94 37.49 42.30 66.29 40.11

2000 ........... 31.61 44.54 55.18 50.28 43.80 41.78 40.47 39.18 37.85 41.44 68.63 41.57

2001 ........... 30.34 39.90 46.27 43.53 39.54 38.54 37.83 36.53 36.89 40.08 63.41 38.98

2002 ........... 35.36 35.42 45.93 44.86 41.47 39.61 39.23 37.03 36.46 39.67 66.38 39.39

2003 ........... 30.27 32.13 42.96 40.92 36.72 35.63 35.39 34.66 34.97 38.67 73.10 37.10

2004 ........... 19.10 33.69 38.71 38.71 35.44 35.68 35.14 34.58 34.23 37.16 75.41 36.36

2005 ........... 18.19 33.83 38.83 38.87 35.51 35.63 34.99 34.31 33.88 36.63 61.35 36.33

2006 ........... 17.97 34.78 40.14 40.17 36.52 36.36 35.51 34.56 33.92 36.42 59.49 36.73

2007 ........... 18.10 35.56 41.32 41.36 37.37 37.00 35.93 34.70 33.84 36.09 57.60 37.03

2008 ........... 18.84 37.28 43.46 43.46 39.12 38.55 37.27 35.75 34.66 36.78 56.64 38.17

2009 ........... 18.15 37.64 44.26 44.24 39.59 38.77 37.28 35.50 34.18 36.17 63.13 38.33

2010 ........... 19.45 38.88 45.59 45.56 40.91 39.99 38.46 36.61 35.24 37.16 61.76 39.25

2011 ........... 17.24 37.12 44.19 44.13 39.21 38.03 36.28 34.15 32.56 34.29 58.97 36.94

2012 ........... 17.59 37.94 45.28 45.16 40.00 38.56 36.59 34.18 32.38 33.92 58.97 37.09

2013 ........... 17.48 37.85 45.11 44.91 39.80 38.28 36.27 33.79 31.95 33.42 59.69 36.75

2014 ........... 17.35 37.72 44.94 44.69 39.60 38.00 35.94 33.40 31.51 32.92 58.65 36.29

Total

1980 ........... 104.66 87.77 81.13 79.66 94.97 102.83 99.05 86.67 75.99 62.22 63.85 77.32

1985 ........... 58.76 61.29 57.05 48.86 43.88 48.54 56.27 59.84 63.22 64.59 74.50 59.95

1990 ........... 54.92 54.67 60.14 54.80 51.11 47.75 50.57 54.92 58.15 64.76 70.30 57.35

1995 ........... 48.90 57.03 59.86 62.93 55.67 50.69 46.47 47.50 49.70 56.55 87.65 53.15

1996 ........... 61.69 59.05 57.79 58.34 51.54 46.36 44.54 44.33 46.59 55.19 82.62 50.12

1997 ........... 62.99 67.57 70.59 70.55 68.35 64.41 58.91 51.49 48.62 54.04 86.07 57.82

1998 ........... 43.76 58.43 53.55 47.13 42.52 40.80 41.12 40.96 43.66 51.64 83.23 45.51

1999 ........... 40.94 53.93 57.06 49.27 43.67 41.66 42.54 42.08 44.43 51.70 81.89 46.32

2000 ........... 38.31 47.27 62.15 57.13 50.33 46.10 44.94 43.60 44.18 50.47 86.45 48.04

2001 ........... 45.54 40.42 50.89 50.25 44.76 42.28 42.31 41.28 43.00 48.81 76.80 45.04

2002 ........... 34.37 36.48 50.80 51.64 46.04 43.21 43.17 42.03 42.30 48.22 78.62 45.27

2003 ........... 36.30 33.06 44.75 45.17 41.41 39.40 39.88 39.46 40.41 46.46 88.14 42.71

2004 ........... 33.30 36.01 42.21 42.88 40.09 39.49 39.31 39.80 39.50 44.90 95.17 42.10

2005 ........... 32.77 36.18 42.35 42.97 40.06 39.31 39.01 39.32 38.97 44.06 77.83 42.06

2006 ........... 33.49 37.20 43.85 44.38 41.08 40.01 39.45 39.46 38.88 43.66 75.33 42.45

2007 ........... 34.48 38.03 45.24 45.66 41.96 40.60 39.79 39.50 38.65 43.16 72.85 42.76

2008 ........... 35.53 39.75 47.57 47.89 43.75 42.13 41.04 40.44 39.35 43.73 71.51 43.90

2009 ........... 35.37 40.11 48.54 48.79 44.26 42.36 40.97 40.08 38.73 42.99 79.37 44.09

2010 ........... 36.57 41.29 49.85 50.09 45.51 43.52 42.07 41.09 39.69 43.86 77.61 44.92

2011 ........... 34.62 39.60 48.58 48.75 43.88 41.53 39.82 38.52 36.90 40.87 74.11 42.57

2012 ........... 35.23 40.52 49.78 49.89 44.74 42.02 40.06 38.45 36.61 40.34 73.97 42.71

2013 ........... 35.05 40.45 49.55 49.62 44.51 41.66 39.66 37.95 36.09 39.69 74.81 42.30

2014 ........... 34.79 40.33 49.32 49.38 44.27 41.32 39.26 37.47 35.57 39.05 73.35 41.75

1 Death, recovery, and “other” reasons except conversion to retired worker benefit at normal retirement age. 2 Does not reflect termination due to conversion at normal retirement age. See table II.9 for overall disability termination rates
DI Numbers

35

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 2005 Trustees Report intermediate set of assumptions.

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

(Deaths per thousand beneficiaries, by age and gender, calendar years 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980........... 92.55 35.69 23.20 21.31 25.94 34.14 42.02 52.44 58.71 63.23 58.73 51.90

1985........... 58.74 27.00 22.16 24.17 26.19 34.09 45.65 54.84 63.16 66.63 74.63 54.12

1990........... 28.38 28.36 33.24 35.50 36.49 35.16 40.12 48.91 56.86 63.51 74.49 50.21

1995........... 44.02 20.35 28.04 42.02 40.65 38.68 38.08 43.46 49.47 55.96 72.21 45.71

1996........... 34.48 20.22 22.55 32.99 32.68 32.64 35.13 39.71 46.64 55.27 69.13 41.93

1997........... 33.79 19.98 17.08 20.97 22.86 25.43 29.89 36.64 44.67 52.16 68.57 37.30

1998........... 20.04 21.09 15.81 18.90 21.34 24.83 30.44 36.12 44.70 52.33 65.79 37.23

1999........... 27.56 17.16 15.49 18.09 20.55 24.37 30.32 36.10 44.05 51.63 64.94 36.90

2000........... 21.22 16.77 14.87 17.10 20.40 24.31 30.46 35.99 43.19 50.04 62.59 36.42

2001........... 26.89 15.49 13.57 16.55 19.45 22.67 28.71 33.84 40.21 46.87 57.76 34.31

2002........... 18.91 13.85 14.60 17.43 20.29 24.38 30.60 35.99 41.20 48.75 57.08 36.02

2003........... 25.28 13.84 12.65 15.42 19.53 23.51 29.67 35.08 39.71 47.07 70.17 35.28

2004........... 21.26 14.44 12.26 14.73 18.19 23.31 28.57 35.10 38.72 45.95 82.18 34.96

2005........... 20.27 13.99 11.90 14.25 17.61 22.63 27.73 34.05 37.66 44.62 72.47 34.76

2006........... 20.15 13.77 11.74 13.99 17.34 22.30 27.32 33.52 37.10 43.88 69.96 34.64

2007........... 20.09 13.56 11.57 13.74 17.09 21.96 26.91 33.00 36.51 43.13 67.55 34.56

2008........... 19.67 13.35 11.41 13.51 16.84 21.60 26.50 32.49 35.92 42.46 66.15 34.45

2009........... 19.24 13.13 11.24 13.28 16.57 21.21 26.08 31.97 35.32 41.79 72.97 34.53

2010........... 19.03 12.92 11.05 13.06 16.27 20.83 25.67 31.45 34.73 41.17 71.16 34.09

2011........... 18.91 12.71 10.86 12.86 15.96 20.49 25.27 30.93 34.15 40.51 67.74 33.79

2012........... 18.61 12.49 10.67 12.66 15.67 20.17 24.86 30.42 33.58 39.81 67.30 33.58

2013........... 18.29 12.27 10.47 12.47 15.38 19.85 24.43 29.91 33.02 39.11 67.90 33.24

2014........... 17.96 12.05 10.28 12.26 15.10 19.49 23.94 29.39 32.43 38.40 66.28 32.76

Female

1980........... 75.76 38.34 23.75 24.93 27.15 33.84 38.86 42.24 41.39 40.36 46.48 39.09

1985........... 16.81 27.48 21.49 21.49 27.45 32.64 42.06 44.66 47.06 45.74 47.25 41.79

1990........... 23.58 25.82 19.49 20.65 22.74 27.58 34.48 40.39 43.08 45.97 46.86 37.55

1995........... 15.82 18.40 16.99 19.38 21.23 23.63 28.15 32.65 37.46 41.17 50.07 31.86

1996........... 28.35 16.34 16.33 17.85 19.36 22.03 26.66 30.96 35.30 39.93 47.00 30.24

1997........... 31.20 16.86 14.38 15.24 17.36 20.35 24.23 29.78 34.09 38.53 46.35 28.73

1998........... 25.18 17.06 12.95 14.58 16.90 19.75 24.02 28.88 32.96 37.96 45.82 28.19

1999........... 40.27 19.31 13.57 14.67 16.14 19.05 23.82 28.48 32.30 37.49 45.16 27.86

2000........... 17.24 15.59 14.10 14.08 15.90 19.69 23.12 28.11 31.83 36.82 44.43 27.57

2001........... 11.67 16.04 12.95 12.87 15.25 18.44 22.14 26.26 30.10 34.23 40.20 25.99

2002........... 22.10 13.91 12.60 13.71 16.24 19.76 23.48 27.40 30.65 34.99 41.28 27.01

2003........... 23.28 13.20 12.51 13.59 15.40 18.53 22.24 26.11 29.72 34.47 51.18 26.41

2004........... 13.64 13.14 11.35 12.38 14.25 18.53 21.55 25.53 28.82 33.23 56.55 25.80

2005........... 13.01 12.75 11.01 11.99 13.81 17.99 20.92 24.77 28.01 32.28 49.64 25.53

2006........... 12.85 12.59 10.85 11.78 13.60 17.73 20.59 24.39 27.62 31.77 47.91 25.40

2007........... 12.76 12.39 10.68 11.58 13.38 17.47 20.28 24.01 27.16 31.22 46.16 25.28

2008........... 12.53 12.20 10.51 11.39 13.18 17.19 19.97 23.63 26.72 30.71 45.17 25.14

2009........... 12.32 12.03 10.34 11.20 12.97 16.87 19.64 23.25 26.28 30.24 50.08 25.16

2010........... 12.19 11.84 10.17 11.02 12.75 16.56 19.33 22.87 25.85 29.79 48.82 24.82

2011........... 12.02 11.62 10.00 10.85 12.53 16.28 19.03 22.49 25.43 29.31 46.37 24.57

2012........... 11.75 11.39 9.83 10.69 12.31 16.03 18.72 22.11 25.00 28.80 46.11 24.39

2013........... 11.53 11.18 9.66 10.52 12.09 15.78 18.38 21.74 24.58 28.29 46.50 24.13

2014........... 11.32 10.98 9.48 10.33 11.88 15.51 18.02 21.36 24.14 27.78 45.50 23.78

Total

1980........... 87.91 36.38 23.36 22.34 26.29 34.05 41.05 49.15 52.90 55.55 54.66 47.76

1985........... 47.88 27.14 21.97 23.35 26.57 33.64 44.52 51.55 57.77 59.60 65.27 50.11

1990........... 26.82 27.56 28.93 30.81 31.98 32.64 38.16 45.89 52.01 57.47 64.87 45.88

1995........... 33.39 19.64 24.07 33.94 33.65 33.05 34.28 39.16 44.77 50.46 64.16 40.47

1996........... 32.08 18.77 20.24 27.41 27.74 28.56 31.81 36.14 42.09 49.44 60.93 37.39

1997........... 32.81 18.80 16.05 18.78 20.76 23.43 27.61 33.79 40.31 46.85 60.21 33.89

1998........... 21.88 19.54 14.68 17.19 19.58 22.76 27.78 33.04 39.75 46.60 58.12 33.53

1999........... 32.26 18.00 14.71 16.71 18.75 22.17 27.56 32.82 38.99 45.87 57.19 33.12

2000........... 19.70 16.30 14.55 15.85 18.52 22.36 27.29 32.55 38.22 44.54 55.34 32.65

2001........... 20.95 15.71 13.31 14.98 17.65 20.86 25.83 30.50 35.73 41.51 50.60 30.71

2002........... 20.12 13.87 13.74 15.80 18.52 22.37 27.44 32.15 36.48 42.83 50.49 32.06

2003........... 24.50 13.58 12.59 14.60 17.69 21.30 26.34 31.02 35.21 41.57 62.12 31.33

2004........... 18.26 13.91 11.86 13.65 16.41 21.15 25.39 30.72 34.25 40.33 71.20 30.84

2005........... 17.22 13.49 11.51 13.19 15.86 20.51 24.61 29.76 33.27 39.12 62.49 30.57

2006........... 17.08 13.28 11.35 12.95 15.59 20.18 24.21 29.27 32.75 38.43 60.21 30.41

2007........... 17.01 13.07 11.18 12.72 15.34 19.85 23.81 28.79 32.18 37.73 57.96 30.27

2008........... 16.64 12.86 11.01 12.51 15.08 19.51 23.42 28.32 31.62 37.10 56.63 30.11

2009........... 16.23 12.66 10.84 12.29 14.82 19.13 23.01 27.84 31.06 36.49 62.54 30.14

2010........... 16.06 12.46 10.66 12.09 14.54 18.77 22.62 27.36 30.52 35.91 60.94 29.72

2011........... 16.00 12.24 10.48 11.91 14.27 18.43 22.25 26.88 29.99 35.30 57.89 29.41

2012........... 15.81 12.02 10.29 11.72 14.01 18.12 21.86 26.41 29.48 34.64 57.48 29.19

2013........... 15.55 11.80 10.11 11.54 13.75 17.82 21.46 25.94 28.97 34.00 57.91 28.87

2014........... 15.27 11.59 9.92 11.34 13.50 17.49 21.01 25.46 28.44 33.35 56.55 28.42

1 See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

36

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 2005 Trustees Report intermediate set of assumptions.

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

(Recoveries per thousand beneficiaries, by age and gender, calendar years 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980 ........... 13.02 51.12 59.80 58.65 69.83 69.52 57.29 39.10 23.77 6.39 1.84 30.29

1985 ........... 8.81 30.01 31.72 23.45 15.45 12.85 10.03 7.34 4.75 3.68 1.86 8.38

1990 ........... 11.35 24.84 29.55 23.38 18.33 13.43 11.31 8.16 5.54 5.35 2.03 10.26

1995 ........... 7.66 36.72 35.61 29.55 22.38 17.34 11.54 7.92 4.84 4.08 1.49 11.71

1996 ........... 24.34 39.06 38.09 31.76 24.39 17.82 12.16 7.74 4.32 3.85 1.49 11.92

1997 ........... 33.79 49.53 60.77 58.25 55.05 49.19 38.01 21.61 9.92 5.92 5.76 27.30

1998 ........... 26.05 35.02 40.64 30.42 23.35 17.23 12.20 6.76 3.16 3.02 2.30 10.65

1999 ........... 3.94 33.57 43.56 34.58 24.96 19.00 13.94 8.28 5.05 3.73 2.80 12.01

2000 ........... 21.22 30.61 49.75 43.29 32.98 23.39 16.47 9.83 5.15 3.86 3.35 14.07

2001 ........... 28.38 24.02 38.61 36.81 27.42 20.66 15.64 9.92 6.73 5.49 1.73 13.11

2002 ........... 10.80 20.72 37.68 37.46 27.51 20.16 14.51 8.95 5.11 3.19 1.95 11.69

2003 ........... 13.38 17.95 31.03 31.24 24.13 17.75 12.84 7.51 4.61 3.10 2.88 10.08

2004 ........... 17.72 21.37 30.74 30.05 24.29 18.06 13.14 8.31 4.50 2.79 2.48 10.02

2005 ........... 19.61 21.66 30.93 30.28 24.46 18.12 13.19 8.35 4.49 2.79 2.26 9.77

2006 ........... 21.01 22.78 32.53 31.88 25.69 19.00 13.84 8.76 4.71 2.92 2.33 10.05

2007 ........... 22.49 23.78 34.14 33.45 26.85 19.87 14.48 9.17 4.94 3.07 2.39 10.30

2008 ........... 23.44 24.77 35.81 35.03 28.04 20.80 15.14 9.58 5.17 3.24 2.49 10.58

2009 ........... 25.05 25.67 37.41 36.59 29.25 21.77 15.79 9.99 5.40 3.38 2.91 10.93

2010 ........... 24.83 25.54 37.41 36.59 29.32 21.83 15.77 9.98 5.41 3.33 2.89 10.78

2011 ........... 24.86 26.62 38.96 38.05 30.60 22.72 16.40 10.38 5.62 3.46 2.91 11.02

2012 ........... 25.17 27.81 40.47 39.48 31.87 23.56 17.03 10.77 5.84 3.60 3.06 11.30

2013 ........... 25.07 27.97 40.43 39.41 31.90 23.51 17.04 10.75 5.83 3.60 3.14 11.19

2014 ........... 25.06 28.07 40.38 39.37 31.94 23.52 17.10 10.75 5.83 3.61 3.12 11.08

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 ........... 0.00 36.15 38.21 26.66 18.27 15.76 12.63 8.17 4.96 3.77 1.17 9.04

1990 ........... 55.01 23.61 28.19 19.76 15.73 14.08 11.30 8.05 5.29 4.11 1.30 9.14

1995 ........... 22.15 33.00 32.01 24.84 18.93 16.22 11.78 7.85 4.10 2.83 .95 10.18

1996 ........... 25.20 36.70 33.05 26.64 20.66 16.08 12.31 7.73 3.91 2.62 1.21 10.35

1997 ........... 24.26 44.20 42.68 39.88 34.56 27.53 20.66 11.57 5.42 3.18 3.37 15.82

1998 ........... 10.79 40.48 34.05 27.44 21.26 18.24 14.19 8.75 4.23 2.58 2.37 10.87

1999 ........... 3.36 32.95 36.28 26.31 22.10 17.49 14.33 8.98 4.90 3.21 1.86 10.96

2000 ........... 11.49 28.05 39.17 34.73 26.14 20.61 16.19 10.42 5.71 3.24 2.35 12.55

2001 ........... 16.34 22.04 31.23 28.59 22.69 18.70 14.58 9.68 6.42 4.44 1.59 11.54

2002 ........... 8.84 19.71 31.21 29.34 23.71 18.71 14.76 9.09 5.46 3.26 1.72 10.97

2003 ........... 4.66 16.82 28.60 25.87 19.89 16.15 12.51 8.12 4.95 2.96 2.00 9.49

2004 ........... 2.73 18.75 25.34 24.79 19.77 16.21 12.83 8.60 5.11 2.77 2.37 9.43

2005 ........... 2.47 18.92 25.46 24.96 19.90 16.27 12.89 8.63 5.08 2.75 2.13 9.22

2006 ........... 2.61 19.85 26.74 26.27 20.91 17.06 13.53 9.06 5.33 2.88 2.19 9.51

2007 ........... 2.73 20.73 28.00 27.56 21.87 17.87 14.16 9.49 5.60 3.04 2.25 9.77

2008 ........... 2.82 21.64 29.31 28.85 22.84 18.70 14.81 9.91 5.86 3.21 2.34 10.05

2009 ........... 2.84 22.49 30.59 30.12 23.81 19.54 15.45 10.34 6.12 3.34 2.75 10.40

2010 ........... 2.93 22.42 30.59 30.12 23.85 19.57 15.43 10.33 6.12 3.29 2.72 10.26

2011 ........... 3.24 23.37 31.86 31.35 24.88 20.38 16.06 10.75 6.36 3.41 2.74 10.50

2012 ........... 3.44 24.40 33.12 32.55 25.89 21.16 16.69 11.16 6.61 3.55 2.88 10.77

2013 ........... 3.43 24.52 33.12 32.48 25.90 21.13 16.70 11.14 6.59 3.56 2.96 10.67

2014 ........... 3.43 24.59 33.12 32.44 25.92 21.13 16.73 11.14 6.60 3.57 2.94 10.56

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 1.63 8.60

1990 ........... 25.54 24.45 29.13 22.24 17.47 13.65 11.30 8.12 5.45 4.92 1.77 9.88

1995 ........... 13.12 35.36 34.32 27.87 21.14 16.92 11.63 7.89 4.55 3.62 1.30 11.13

1996 ........... 24.68 38.18 36.22 29.88 23.00 17.15 12.22 7.73 4.15 3.38 1.39 11.31

1997 ........... 30.18 47.51 53.88 51.23 47.21 40.68 31.04 17.44 8.06 4.85 4.86 22.73

1998 ........... 20.59 37.12 38.04 29.24 22.52 17.64 13.03 7.60 3.62 2.85 2.33 10.74

1999 ........... 3.72 33.32 40.61 31.24 23.79 18.38 14.10 8.58 4.99 3.52 2.43 11.57

2000 ........... 17.52 29.59 45.38 39.74 30.13 22.22 16.35 10.09 5.39 3.60 2.95 13.42

2001 ........... 23.68 23.23 35.49 33.29 25.40 19.82 15.17 9.82 6.59 5.05 1.67 12.43

2002 ........... 10.06 20.31 34.88 33.90 25.85 19.53 14.63 9.01 5.26 3.22 1.85 11.37

2003 ........... 9.98 17.49 29.97 28.82 22.24 17.04 12.69 7.79 4.77 3.04 2.51 9.82

2004 ........... 11.82 20.31 28.39 27.63 22.24 17.22 13.00 8.44 4.78 2.78 2.43 9.76

2005 ........... 12.42 20.54 28.54 27.80 22.36 17.27 13.05 8.48 4.76 2.77 2.20 9.52

2006 ........... 13.26 21.57 30.00 29.24 23.46 18.10 13.70 8.90 4.99 2.90 2.27 9.80

2007 ........... 14.20 22.51 31.46 30.66 24.49 18.93 14.33 9.32 5.24 3.06 2.32 10.06

2008 ........... 14.69 23.45 32.96 32.10 25.54 19.80 14.98 9.74 5.49 3.23 2.42 10.33

2009 ........... 15.40 24.31 34.41 33.52 26.61 20.70 15.63 10.16 5.74 3.36 2.84 10.68

2010 ........... 15.30 24.20 34.40 33.51 26.64 20.73 15.61 10.15 5.74 3.31 2.81 10.53

2011 ........... 15.74 25.22 35.81 34.86 27.78 21.57 16.24 10.56 5.98 3.43 2.83 10.77

2012 ........... 16.29 26.35 37.19 36.19 28.91 22.38 16.86 10.96 6.21 3.58 2.98 11.05

2013 ........... 16.31 26.50 37.14 36.11 28.93 22.32 16.87 10.94 6.20 3.58 3.05 10.94

2014 ........... 16.30 26.59 37.11 36.06 28.95 22.32 16.92 10.94 6.20 3.59 3.04 10.83

1 See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

37

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 2005 Trustees Report intermediate set of assumptions.

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

(“Other” terminations per thousand beneficiaries, by age and gender, calendar years 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA 1 Total

Male

1980........... 1.45 2.62 1.68 1.13 1.22 1.27 0.95 0.87 0.68 0.92 8.68 1.21

1985........... 5.87 2.20 1.54 1.17 1.05 1.22 1.00 .73 .68 1.44 8.91 1.38

1990........... 3.78 2.45 2.20 1.64 1.66 1.48 1.19 .94 .76 2.74 3.04 1.70

1995........... 1.91 2.50 1.43 1.17 .93 .82 .62 .49 .40 2.84 23.83 1.73

1996........... 4.06 2.54 1.36 1.11 .85 .69 .54 .50 .36 2.75 22.01 1.59

1997........... .00 1.45 .74 .54 .39 .28 .29 .24 .26 2.79 23.17 1.38

1998........... 2.00 1.98 .96 .81 .43 .41 .32 .29 .29 2.51 24.54 1.39

1999........... 7.87 2.99 1.73 1.33 1.09 1.13 .98 .84 .58 2.81 24.20 1.87

2000........... .00 1.69 2.45 1.60 1.62 1.54 1.41 1.19 .77 3.01 32.33 2.34

2001........... .00 1.25 2.09 1.91 1.78 1.75 1.46 1.26 .94 2.87 26.56 2.26

2002........... 4.05 2.62 2.22 2.04 1.79 1.45 1.19 1.14 .73 2.75 28.35 2.15

2003........... 1.49 1.90 2.46 1.99 1.51 1.16 1.02 .83 .54 2.33 26.16 1.85

2004........... 3.54 1.78 1.91 1.65 1.46 1.27 1.06 .80 .62 2.28 25.33 1.82

2005........... 3.43 2.15 2.26 2.03 1.85 1.67 1.47 1.24 1.07 2.63 15.92 2.31

2006........... 3.63 2.35 2.46 2.23 2.05 1.87 1.68 1.44 1.27 2.79 15.61 2.59

2007........... 3.74 2.45 2.56 2.34 2.15 1.97 1.78 1.54 1.37 2.82 15.31 2.81

2008........... 4.73 3.45 3.56 3.34 3.15 2.97 2.78 2.54 2.37 3.86 15.24 3.86

2009........... 4.33 3.15 3.27 3.04 2.84 2.67 2.47 2.24 2.07 3.61 17.09 3.71

2010........... 5.88 4.65 4.77 4.54 4.34 4.17 3.98 3.74 3.57 5.11 16.94 5.10

2011........... 3.55 2.14 2.27 2.04 1.85 1.67 1.48 1.24 1.07 2.62 16.40 2.86

2012........... 3.62 2.14 2.27 2.03 1.85 1.67 1.48 1.24 1.07 2.61 16.58 2.96

2013........... 3.63 2.15 2.26 2.03 1.85 1.67 1.47 1.24 1.07 2.60 17.02 2.99

2014........... 3.63 2.15 2.26 2.03 1.85 1.67 1.47 1.23 1.07 2.59 16.91 3.00

Female

1980........... .00 2.85 1.65 1.11 .81 .77 .57 .53 .49 .64 5.40 .83

1985........... .00 2.94 1.38 .89 .89 .97 .68 .61 .53 .98 5.09 .98

1990........... .00 3.11 1.87 2.00 1.64 1.41 .97 .86 .55 1.66 4.81 1.38

1995........... 3.17 1.21 1.54 1.03 .78 .55 .47 .38 .34 1.88 19.33 1.26

1996........... 6.30 1.34 1.27 .97 .72 .59 .46 .39 .35 1.75 17.41 1.15

1997........... .00 .95 .55 .53 .36 .35 .21 .28 .23 1.64 17.41 .94

1998........... .00 1.45 .63 .52 .42 .36 .33 .34 .31 1.72 19.96 1.03

1999........... .00 2.01 1.74 1.32 1.17 1.11 .75 .49 .29 1.60 19.27 1.28

2000........... 2.87 .91 1.90 1.47 1.76 1.48 1.16 .65 .31 1.38 21.86 1.46

2001........... 2.33 1.81 2.09 2.08 1.61 1.40 1.11 .59 .37 1.40 21.62 1.45

2002........... 4.42 1.80 2.12 1.82 1.53 1.13 .98 .54 .35 1.43 23.39 1.42

2003........... 2.33 2.12 1.85 1.47 1.43 .95 .64 .44 .30 1.24 19.92 1.20

2004........... 2.73 1.81 2.02 1.54 1.42 .94 .75 .44 .30 1.17 16.49 1.13

2005........... 2.71 2.15 2.36 1.92 1.81 1.37 1.19 .91 .78 1.60 9.58 1.58

2006........... 2.51 2.34 2.56 2.12 2.01 1.57 1.39 1.11 .98 1.77 9.39 1.82

2007........... 2.62 2.44 2.65 2.22 2.11 1.67 1.49 1.21 1.08 1.83 9.19 1.98

2008........... 3.49 3.43 3.64 3.22 3.11 2.67 2.49 2.21 2.08 2.85 9.14 2.99

2009........... 2.98 3.13 3.33 2.92 2.81 2.37 2.19 1.91 1.78 2.59 10.30 2.78

2010........... 4.33 4.62 4.83 4.43 4.31 3.87 3.69 3.41 3.28 4.08 10.21 4.17

2011........... 1.98 2.13 2.33 1.93 1.81 1.37 1.19 .91 .78 1.58 9.86 1.87

2012........... 2.40 2.15 2.34 1.92 1.81 1.37 1.19 .91 .78 1.57 9.98 1.93

2013........... 2.53 2.15 2.34 1.92 1.81 1.37 1.19 .90 .78 1.57 10.24 1.95

2014........... 2.60 2.15 2.34 1.92 1.81 1.37 1.19 .90 .78 1.57 10.20 1.95

Total

1980........... 1.05 2.68 1.67 1.12 1.10 1.12 .83 .76 .62 .83 7.59 1.08

1985........... 4.35 2.41 1.49 1.09 1.00 1.14 .90 .69 .63 1.29 7.61 1.25

1990........... 2.55 2.66 2.09 1.76 1.65 1.46 1.11 .91 .69 2.37 3.66 1.59

1995........... 2.39 2.03 1.47 1.12 .88 .72 .56 .44 .38 2.48 22.20 1.55

1996........... 4.94 2.09 1.33 1.06 .80 .65 .51 .46 .36 2.37 20.30 1.42

1997........... .00 1.26 .67 .54 .38 .31 .26 .26 .24 2.34 21.00 1.20

1998........... 1.29 1.78 .83 .69 .43 .39 .32 .31 .30 2.20 22.78 1.24

1999........... 4.96 2.61 1.73 1.32 1.12 1.12 .88 .69 .45 2.32 22.27 1.63

2000........... 1.10 1.38 2.22 1.54 1.68 1.52 1.30 .95 .57 2.33 28.16 1.97

2001........... .91 1.48 2.09 1.98 1.71 1.60 1.31 .97 .69 2.25 24.54 1.91

2002........... 4.19 2.29 2.18 1.94 1.67 1.31 1.10 .87 .56 2.18 26.28 1.83

2003........... 1.82 1.99 2.20 1.76 1.47 1.07 .85 .65 .43 1.85 23.52 1.56

2004........... 3.22 1.79 1.96 1.60 1.44 1.12 .92 .64 .48 1.79 21.54 1.51

2005........... 3.13 2.15 2.30 1.98 1.83 1.53 1.35 1.09 .94 2.17 13.15 1.98

2006........... 3.16 2.35 2.50 2.18 2.03 1.73 1.54 1.29 1.14 2.33 12.86 2.24

2007........... 3.27 2.45 2.60 2.28 2.13 1.83 1.64 1.38 1.23 2.37 12.57 2.43

2008........... 4.20 3.44 3.60 3.29 3.13 2.82 2.64 2.38 2.23 3.40 12.47 3.45

2009........... 3.74 3.14 3.29 2.99 2.83 2.52 2.34 2.08 1.93 3.14 13.99 3.27

2010........... 5.21 4.64 4.79 4.49 4.33 4.02 3.84 3.58 3.43 4.64 13.86 4.66

2011........... 2.89 2.14 2.30 1.99 1.83 1.52 1.34 1.08 .93 2.13 13.39 2.39

2012........... 3.12 2.14 2.30 1.98 1.83 1.52 1.33 1.08 .93 2.12 13.52 2.47

2013........... 3.19 2.15 2.30 1.98 1.83 1.52 1.33 1.07 .93 2.11 13.86 2.49

2014........... 3.22 2.15 2.30 1.98 1.83 1.52 1.33 1.07 .93 2.11 13.77 2.50

1 See Glossary for definition of “Normal retirement age—NRA.”
Benefit Payments

38

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 2005 Trustees Report intermediate set of assumptions.

III.A14.—DI Disabled Worker Total Terminations

(By calendar age terminated and gender, calendar years 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Conversion

at NRA Total

Male

1980 ........... 0.1 1.8 4.9 7.3 9.6 12.4 17.6 25.9 38.8 45.6 4.8 135.7 304.5

1985 ........... 2/ 1.0 3.3 4.6 5.2 6.2 8.5 14.2 26.1 42.9 5.5 124.0 241.5

1990 ........... 2/ .9 4.4 7.8 9.6 10.2 11.0 14.5 23.4 39.6 4.7 115.1 241.2

1995 ........... 2/ 1.3 5.3 11.9 15.9 17.1 17.4 19.1 24.8 37.4 5.9 117.5 273.7

1996 ........... 2/ 1.2 4.9 10.5 14.6 16.1 17.6 18.9 24.5 37.7 5.6 116.8 268.4

1997 ........... 2/ 1.2 5.9 12.0 19.6 24.5 25.8 24.7 27.6 37.6 6.1 120.4 305.4

1998 ........... 2/ 1.0 3.9 7.0 10.8 13.9 16.3 19.0 25.3 36.6 5.6 117.5 257.1

1999 ........... 2/ .9 3.9 7.1 11.0 14.9 17.8 21.2 27.3 37.5 5.9 124.0 271.6

2000 ........... 2/ .9 4.0 7.8 12.6 16.7 19.7 23.4 27.9 37.4 6.4 125.6 282.6

2001 ........... 2/ .9 3.2 6.7 10.7 15.3 19.3 23.3 28.7 37.6 5.6 125.6 276.9

2002 ........... 2/ 1.0 3.4 6.8 10.6 15.6 20.3 24.4 30.1 39.3 5.8 129.0 286.5

2003 ........... 2/ 1.0 3.2 5.8 9.3 14.5 19.8 23.9 30.5 40.0 7.0 113.9 268.7

2004 ........... 2/ 1.1 3.4 5.5 8.8 14.6 20.1 25.3 32.0 40.9 8.0 114.5 274.3

2005 ........... 2/ 1.1 3.7 5.5 8.8 14.4 20.4 26.0 33.6 41.8 13.8 118.2 287.3

2006 ........... 2/ 1.1 4.1 5.7 9.0 14.2 20.8 27.0 34.7 43.7 16.6 122.0 299.0

2007 ........... 2/ 1.1 4.3 6.0 9.1 14.0 21.0 27.8 34.9 45.7 20.2 128.4 312.5

2008 ........... 2/ 1.1 4.6 6.6 9.4 14.0 21.5 29.0 36.2 48.4 23.3 136.8 331.0

2009 ........... .1 1.2 4.7 7.0 9.3 13.7 21.3 29.2 36.6 50.3 25.7 171.4 370.5

2010 ........... .1 1.2 4.8 7.6 9.4 14.0 21.4 30.3 38.5 53.9 25.7 170.7 377.5

2011 ........... 2/ 1.2 4.6 7.6 9.0 13.3 19.8 28.8 37.1 52.0 27.9 174.6 375.9

2012 ........... 2/ 1.2 4.6 7.9 9.2 13.3 19.3 28.8 37.9 52.3 30.6 198.7 403.8

2013 ........... 2/ 1.2 4.5 7.9 9.4 13.0 18.5 28.4 38.2 52.8 31.2 218.1 423.3

2014 ........... 2/ 1.2 4.5 7.8 9.6 12.6 17.9 27.9 38.4 53.6 31.4 219.7 424.6

Female

1980 ........... 2/ .6 1.7 2.7 3.7 4.9 7.5 9.9 14.5 15.0 1.8 67.8 130.1

1985 ........... 2/ .5 1.5 2.0 2.5 2.9 3.8 5.8 10.0 15.3 1.8 65.3 111.4

1990 ........... 2/ .4 1.5 2.5 3.3 4.3 5.2 6.7 9.8 15.0 1.7 62.3 112.9

1995 ........... 2/ .7 2.3 4.1 5.7 7.3 8.7 9.9 12.2 16.2 2.4 68.1 137.6

1996 ........... 2/ .6 2.4 4.2 6.1 7.6 9.3 10.6 12.7 16.6 2.3 69.7 142.1

1997 ........... 2/ .7 2.6 5.2 8.1 10.2 11.5 12.5 14.0 17.1 2.5 73.8 158.2

1998 ........... 2/ .6 2.1 3.9 6.1 8.6 10.4 12.3 14.4 17.7 2.6 74.2 153.0

1999 ........... 2/ .6 2.2 3.8 6.4 8.9 11.3 13.5 15.6 18.7 2.7 81.0 164.8

2000 ........... 2/ .5 2.3 4.5 7.2 10.3 12.6 15.1 16.7 19.4 3.0 84.5 176.1

2001 ........... 2/ .6 2.0 4.0 6.5 9.8 12.4 14.9 17.6 20.1 2.8 87.6 178.2

2002 ........... 2/ .6 2.2 4.2 6.8 10.4 13.7 15.9 18.9 21.6 3.2 93.3 190.8

2003 ........... 2/ .6 2.3 4.0 6.1 9.7 13.1 15.7 19.4 22.9 3.8 84.5 182.0

2004 ........... 2/ .7 2.3 3.9 5.9 10.1 13.6 16.7 20.6 23.6 4.1 87.2 188.7

2005 ........... 2/ .7 2.5 4.0 6.1 10.2 14.2 17.6 22.0 24.7 7.2 92.7 201.7

2006 ........... 2/ .7 2.7 4.2 6.4 10.4 14.8 18.6 23.1 26.3 8.9 98.2 214.4

2007 ........... 2/ .7 2.9 4.5 6.7 10.5 15.3 19.4 23.8 27.9 11.1 105.4 228.1

2008 ........... 2/ .7 3.1 5.0 7.0 10.8 16.1 20.7 25.3 30.2 13.1 114.9 246.9

2009 ........... 2/ .8 3.2 5.3 7.2 10.7 16.3 21.1 26.0 31.6 14.6 147.0 283.9

2010 ........... 2/ .8 3.3 5.8 7.4 11.2 16.8 22.4 28.0 34.6 14.7 147.3 292.3

2011 ........... 2/ .8 3.1 5.8 7.1 10.8 15.6 21.3 26.9 33.3 16.2 151.8 292.6

2012 ........... 2/ .8 3.1 6.0 7.3 11.0 15.5 21.6 27.7 34.1 17.9 175.0 320.2

2013 ........... 2/ .8 3.1 6.0 7.5 11.0 15.1 21.7 28.2 34.9 18.5 194.1 340.9

2014 ........... 2/ .8 3.1 5.9 7.7 10.8 14.8 21.6 28.6 35.8 18.8 198.2 346.2

Total

1980 ........... .1 2.4 6.6 10.1 13.2 17.3 25.1 35.9 53.3 60.6 6.6 203.5 434.6

1985 ........... 2/ 1.5 4.7 6.6 7.6 9.0 12.4 20.0 36.1 58.3 7.2 189.3 352.9

1990 ........... 2/ 1.3 5.9 10.3 12.9 14.5 16.3 21.2 33.2 54.6 6.4 177.3 354.1

1995 ........... 2/ 1.9 7.6 16.0 21.6 24.4 26.1 29.0 37.1 53.6 8.4 185.6 411.4

1996 ........... .1 1.8 7.2 14.7 20.7 23.8 26.9 29.5 37.2 54.3 7.9 186.4 410.5

1997 ........... 2/ 1.9 8.5 17.2 27.8 34.7 37.2 37.2 41.5 54.7 8.6 194.2 463.7

1998 ........... 2/ 1.6 6.0 10.9 17.0 22.4 26.8 31.3 39.7 54.4 8.2 191.7 410.0

1999 ........... 2/ 1.5 6.1 10.9 17.5 23.7 29.1 34.7 42.9 56.2 8.7 205.1 436.4

2000 ........... 2/ 1.4 6.3 12.4 19.8 26.9 32.3 38.5 44.7 56.9 9.4 210.1 458.7

2001 ........... .1 1.5 5.2 10.7 17.2 25.1 31.7 38.2 46.4 57.7 8.4 213.1 455.1

2002 ........... 2/ 1.6 5.6 11.0 17.4 26.1 34.0 40.3 49.1 60.9 9.0 222.4 477.3

2003 ........... 2/ 1.6 5.4 9.7 15.4 24.2 32.8 39.6 49.9 62.9 10.8 198.3 450.8

2004 ........... 2/ 1.8 5.6 9.4 14.7 24.7 33.7 42.1 52.5 64.5 12.1 201.7 462.9

2005 ........... 2/ 1.8 6.2 9.5 14.9 24.6 34.6 43.6 55.6 66.5 21.0 210.9 489.0

2006 ........... 2/ 1.8 6.8 10.0 15.4 24.6 35.7 45.5 57.8 70.0 25.6 220.2 513.4

2007 ........... 2/ 1.8 7.2 10.6 15.8 24.5 36.3 47.2 58.8 73.6 31.2 233.7 540.6

2008 ........... .1 1.9 7.7 11.6 16.4 24.8 37.6 49.6 61.5 78.6 36.4 251.7 577.9

2009 ........... .1 1.9 7.9 12.4 16.5 24.5 37.6 50.4 62.6 81.9 40.3 318.4 654.4

2010 ........... .1 2.1 8.1 13.3 16.8 25.2 38.2 52.7 66.5 88.5 40.4 318.0 669.8

2011 ........... .1 2.0 7.7 13.4 16.1 24.1 35.4 50.1 64.0 85.4 44.1 326.3 668.5

2012 ........... 2/ 2.0 7.7 13.9 16.6 24.3 34.8 50.4 65.6 86.4 48.6 373.7 724.1

2013 ........... 2/ 2.0 7.7 13.9 16.8 23.9 33.7 50.0 66.5 87.7 49.7 412.2 764.2

2014 ........... 2/ 2.0 7.6 13.7 17.2 23.4 32.7 49.4 67.1 89.4 50.2 417.9 770.7

1 See Glossary for definition of “Normal retirement age—NRA.” 2 Fewer than 50.
DI Numbers

39

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 2005 Trustees Report intermediate set of assumptions.

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

(By calendar age terminated and gender, calendar years 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1980........... 0.1 0.7 1.4 1.9 2.6 4.0 7.4 14.7 27.4 40.9 4.1 105.1

1985........... 2/ .5 1.3 2.3 3.2 4.4 6.9 12.4 24.0 39.9 4.8 99.6

1990........... 2/ .5 2.3 4.6 6.2 7.1 8.4 12.2 21.0 35.1 4.4 101.8

1995........... 2/ .4 2.3 6.9 10.1 11.7 13.2 16.0 22.4 33.3 4.4 120.7

1996........... 2/ .4 1.8 5.2 8.3 10.3 12.9 15.7 22.2 33.7 4.2 114.7

1997........... 2/ .3 1.3 3.2 5.7 8.3 11.3 15.5 22.5 32.3 4.3 104.6

1998........... 2/ .4 1.1 2.6 5.1 8.1 11.6 15.9 23.5 33.1 4.0 105.4

1999........... 2/ .3 1.0 2.4 4.9 8.1 12.0 16.9 24.2 33.3 4.2 107.3

2000........... 2/ .3 .9 2.2 4.7 8.2 12.4 17.9 24.6 32.9 4.1 108.2

2001........... 2/ .3 .8 2.0 4.3 7.7 12.1 17.5 24.1 31.9 3.8 104.5

2002........... 2/ .4 .9 2.1 4.3 8.3 13.4 19.1 26.4 35.1 3.8 113.8

2003........... 2/ .4 .9 1.8 4.0 8.0 13.5 19.3 27.0 35.9 4.9 115.8

2004........... 2/ .4 .9 1.7 3.7 8.0 13.4 20.1 28.2 36.9 6.0 119.3

2005........... 2/ .4 1.0 1.7 3.5 7.7 13.3 20.3 29.3 37.3 11.0 125.5

2006........... 2/ .4 1.0 1.7 3.5 7.4 13.3 20.7 29.9 38.7 13.2 129.7

2007........... 2/ .4 1.0 1.7 3.4 7.0 13.1 21.0 29.8 40.2 16.0 133.5

2008........... 2/ .4 1.0 1.7 3.3 6.7 12.8 21.1 29.9 41.5 18.4 136.8

2009........... 2/ .4 1.0 1.8 3.2 6.4 12.5 21.1 30.2 43.1 20.2 139.8

2010........... 2/ .4 1.0 1.8 3.1 6.2 12.1 21.1 30.6 44.7 20.1 141.1

2011........... 2/ .4 1.0 1.9 3.0 6.1 11.6 20.9 31.0 45.3 21.7 142.7

2012........... 2/ .4 .9 1.9 2.9 5.9 11.1 20.6 31.4 45.3 23.7 144.0

2013........... 2/ .4 .9 1.8 2.9 5.7 10.5 20.3 31.6 45.6 24.1 143.8

2014........... 2/ .3 .9 1.8 3.0 5.5 10.1 19.8 31.7 46.1 24.1 143.2

Female

1980........... 2/ .3 .6 .9 1.1 1.7 3.0 5.6 9.7 13.2 1.6 37.7

1985........... 2/ .2 .5 .9 1.5 1.9 2.9 4.8 9.0 13.9 1.6 37.1

1990........... 2/ .2 .6 1.2 1.9 2.8 3.9 5.5 8.6 13.3 1.5 39.6

1995........... 2/ .2 .8 1.8 3.0 4.3 6.0 7.9 10.9 14.5 1.7 51.2

1996........... 2/ .2 .8 1.7 2.9 4.3 6.3 8.4 11.3 14.9 1.7 52.5

1997........... 2/ .2 .7 1.4 2.7 4.3 6.2 8.9 12.0 15.2 1.7 53.3

1998........... 2/ .2 .6 1.3 2.7 4.4 6.5 9.4 12.7 15.9 1.7 55.4

1999........... 2/ .2 .6 1.3 2.6 4.5 6.9 10.1 13.4 16.6 1.9 58.2

2000........... 2/ .2 .6 1.3 2.6 4.8 7.2 10.8 14.1 17.3 1.9 60.8

2001........... 2/ .2 .6 1.2 2.5 4.7 7.3 10.7 14.4 17.1 1.8 60.5

2002........... 2/ .2 .6 1.3 2.7 5.2 8.2 11.8 15.9 19.0 2.0 66.8

2003........... 2/ .3 .7 1.3 2.6 5.1 8.2 11.8 16.5 20.4 2.7 69.4

2004........... 2/ .3 .7 1.2 2.4 5.2 8.4 12.3 17.3 21.1 3.1 72.0

2005........... 2/ .3 .7 1.2 2.4 5.2 8.5 12.7 18.2 21.7 5.9 76.7

2006........... 2/ .3 .7 1.2 2.4 5.1 8.6 13.1 18.8 22.9 7.2 80.4

2007........... 2/ .2 .7 1.3 2.4 4.9 8.6 13.4 19.1 24.1 8.9 83.8

2008........... 2/ .2 .7 1.3 2.4 4.8 8.6 13.7 19.5 25.2 10.4 86.9

2009........... 2/ .2 .7 1.3 2.3 4.7 8.6 13.8 20.0 26.4 11.6 89.8

2010........... 2/ .3 .7 1.4 2.3 4.6 8.4 14.0 20.5 27.8 11.6 91.7

2011........... 2/ .3 .7 1.4 2.3 4.6 8.2 14.0 21.0 28.5 12.7 93.7

2012........... 2/ .2 .7 1.4 2.3 4.6 7.9 14.0 21.4 28.9 14.0 95.5

2013........... 2/ .2 .7 1.4 2.3 4.5 7.7 13.9 21.7 29.5 14.4 96.4

2014........... 2/ .2 .7 1.4 2.3 4.4 7.4 13.8 21.9 30.2 14.6 97.0

Total

1980........... .1 1.0 1.9 2.8 3.7 5.7 10.4 20.3 37.1 54.1 5.7 142.8

1985........... 2/ .7 1.8 3.2 4.6 6.3 9.8 17.2 33.0 53.8 6.3 136.7

1990........... 2/ .7 2.9 5.8 8.1 9.9 12.3 17.7 29.7 48.5 5.9 141.4

1995........... 2/ .7 3.0 8.6 13.1 15.9 19.2 23.9 33.4 47.9 6.1 171.9

1996........... 2/ .6 2.5 6.9 11.1 14.7 19.2 24.1 33.6 48.6 5.8 167.1

1997........... 2/ .5 1.9 4.6 8.4 12.6 17.4 24.4 34.4 47.5 6.0 158.0

1998........... 2/ .5 1.6 4.0 7.8 12.5 18.1 25.3 36.2 49.1 5.7 160.8

1999........... 2/ .5 1.6 3.7 7.5 12.6 18.9 27.0 37.7 49.9 6.0 165.4

2000........... 2/ .5 1.5 3.4 7.3 13.1 19.6 28.7 38.7 50.2 6.0 169.0

2001........... 2/ .6 1.4 3.2 6.8 12.4 19.4 28.2 38.5 49.1 5.6 165.0

2002........... 2/ .6 1.5 3.4 7.0 13.5 21.6 30.8 42.3 54.1 5.8 180.6

2003........... 2/ .7 1.5 3.1 6.6 13.1 21.7 31.1 43.5 56.2 7.6 185.2

2004........... 2/ .7 1.6 3.0 6.0 13.2 21.8 32.5 45.6 58.0 9.0 191.3

2005........... 2/ .7 1.7 2.9 5.9 12.8 21.8 33.0 47.5 59.0 16.9 202.2

2006........... 2/ .6 1.8 2.9 5.8 12.4 21.9 33.8 48.7 61.6 20.4 210.0

2007........... 2/ .6 1.8 2.9 5.8 12.0 21.7 34.4 48.9 64.4 24.8 217.3

2008........... 2/ .6 1.8 3.0 5.7 11.5 21.5 34.8 49.4 66.7 28.8 223.7

2009........... 2/ .6 1.8 3.1 5.5 11.1 21.1 35.0 50.2 69.5 31.8 229.7

2010........... 2/ .6 1.7 3.2 5.4 10.8 20.5 35.1 51.1 72.4 31.7 232.7

2011........... 2/ .6 1.7 3.3 5.2 10.7 19.8 35.0 52.0 73.7 34.5 236.4

2012........... 2/ .6 1.6 3.3 5.2 10.5 19.0 34.6 52.8 74.2 37.7 239.5

2013........... 2/ .6 1.6 3.2 5.2 10.2 18.2 34.2 53.4 75.1 38.5 240.2

2014........... 2/ .6 1.5 3.2 5.3 9.9 17.5 33.6 53.6 76.4 38.7 240.2

1 See Glossary for definition of “Normal retirement age—NRA.” 2 Fewer than 50.
Benefit Payments

40

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 2005 Trustees Report intermediate set of assumptions.

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

(By calendar age terminated and gender, calendar years 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1980 ........... 2/ 1.0 3.5 5.3 6.9 8.2 10.1 11.0 11.1 4.1 0.1 61.3

1985 ........... 2/ .5 1.9 2.2 1.9 1.6 1.5 1.7 1.8 2.2 .1 15.4

1990 ........... 2/ .4 2.0 3.0 3.1 2.7 2.4 2.0 2.1 3.0 .1 20.8

1995 ........... 2/ .8 2.9 4.8 5.6 5.2 4.0 2.9 2.2 2.4 .1 30.9

1996 ........... 2/ .7 3.0 5.0 6.2 5.6 4.5 3.1 2.1 2.3 .1 32.6

1997 ........... 2/ .9 4.5 8.8 13.8 16.1 14.4 9.1 5.0 3.7 .4 76.6

1998 ........... 2/ .6 2.8 4.2 5.6 5.6 4.6 3.0 1.7 1.9 .1 30.2

1999 ........... 2/ .6 2.8 4.6 5.9 6.3 5.5 3.9 2.8 2.4 .2 34.9

2000 ........... 2/ .6 3.0 5.5 7.6 7.9 6.7 4.9 2.9 2.5 .2 41.8

2001 ........... 2/ .5 2.3 4.5 6.0 7.0 6.6 5.1 4.0 3.7 .1 39.9

2002 ........... 2/ .5 2.4 4.5 5.9 6.9 6.4 4.7 3.3 2.3 .1 36.9

2003 ........... 2/ .5 2.1 3.7 5.0 6.1 5.8 4.1 3.1 2.4 .2 33.1

2004 ........... 2/ .6 2.3 3.6 4.9 6.2 6.2 4.8 3.3 2.2 .2 34.2

2005 ........... 2/ .6 2.5 3.6 4.9 6.1 6.3 5.0 3.5 2.3 .3 35.3

2006 ........... 2/ .7 2.8 3.8 5.1 6.3 6.7 5.4 3.8 2.6 .4 37.6

2007 ........... 2/ .7 3.1 4.1 5.3 6.3 7.0 5.8 4.0 2.9 .6 39.8

2008 ........... 2/ .7 3.3 4.4 5.5 6.4 7.3 6.2 4.3 3.2 .7 42.0

2009 ........... 2/ .7 3.4 4.9 5.6 6.6 7.6 6.6 4.6 3.5 .8 44.3

2010 ........... 2/ .7 3.4 5.1 5.5 6.5 7.4 6.7 4.8 3.6 .8 44.6

2011 ........... 2/ .8 3.4 5.5 5.7 6.7 7.5 7.0 5.1 3.9 .9 46.5

2012 ........... 2/ .8 3.5 5.8 6.0 6.9 7.6 7.3 5.5 4.1 1.1 48.4

2013 ........... 2/ .8 3.4 5.8 6.1 6.8 7.4 7.3 5.6 4.2 1.1 48.4

2014 ........... 2/ .8 3.4 5.7 6.3 6.6 7.2 7.2 5.7 4.3 1.1 48.4

Female

1980 ........... 2/ .3 1.1 1.8 2.5 3.1 4.4 4.2 4.7 1.6 2/ 23.8

1985 ........... 2/ .2 .9 1.1 1.0 .9 .9 .9 .9 1.1 2/ 8.0

1990 ........... 2/ .2 .9 1.2 1.3 1.4 1.3 1.1 1.1 1.2 2/ 9.6

1995 ........... 2/ .4 1.5 2.3 2.6 2.9 2.5 1.9 1.2 1.0 2/ 16.3

1996 ........... 2/ .4 1.5 2.5 3.1 3.2 2.9 2.1 1.3 1.0 2/ 18.0

1997 ........... 2/ .5 2.0 3.7 5.4 5.8 5.2 3.5 1.9 1.3 .1 29.4

1998 ........... 2/ .4 1.5 2.5 3.4 4.1 3.8 2.8 1.6 1.1 .1 21.4

1999 ........... 2/ .4 1.6 2.4 3.6 4.1 4.2 3.2 2.0 1.4 .1 22.9

2000 ........... 2/ .3 1.7 3.1 4.3 5.1 5.0 4.0 2.5 1.5 .1 27.7

2001 ........... 2/ .3 1.3 2.6 3.7 4.7 4.8 3.9 3.1 2.2 .1 26.8

2002 ........... 2/ .3 1.5 2.7 3.9 4.9 5.1 3.9 2.8 1.8 .1 27.1

2003 ........... 2/ .3 1.5 2.5 3.3 4.4 4.6 3.7 2.8 1.8 .1 25.0

2004 ........... 2/ .4 1.5 2.5 3.3 4.6 5.0 4.2 3.1 1.8 .1 26.3

2005 ........... 2/ .4 1.6 2.6 3.4 4.7 5.2 4.4 3.3 1.9 .3 27.7

2006 ........... 2/ .4 1.8 2.8 3.7 4.9 5.7 4.9 3.6 2.1 .3 30.1

2007 ........... 2/ .4 2.0 3.0 3.9 5.1 6.0 5.3 3.9 2.4 .4 32.4

2008 ........... 2/ .4 2.1 3.3 4.1 5.2 6.4 5.7 4.3 2.6 .5 34.7

2009 ........... 2/ .5 2.2 3.6 4.3 5.4 6.8 6.2 4.7 2.9 .6 37.1

2010 ........... 2/ .5 2.2 3.8 4.3 5.5 6.7 6.3 4.9 3.1 .6 37.9

2011 ........... 2/ .5 2.2 4.1 4.5 5.8 6.9 6.7 5.3 3.3 .8 40.0

2012 ........... 2/ .5 2.3 4.3 4.7 6.1 7.1 7.1 5.7 3.6 .9 42.2

2013 ........... 2/ .5 2.3 4.3 4.9 6.1 7.0 7.1 5.8 3.7 .9 42.6

2014 ........... 2/ .5 2.3 4.3 5.0 6.0 6.9 7.2 6.0 3.9 .9 43.1

Total

1980 ........... 2/ 1.3 4.6 7.1 9.4 11.4 14.5 15.2 15.8 5.7 .2 85.1

1985 ........... 2/ .8 2.8 3.3 2.8 2.6 2.4 2.5 2.8 3.3 .2 23.5

1990 ........... 2/ .6 2.9 4.2 4.4 4.1 3.6 3.1 3.1 4.1 .2 30.4

1995 ........... 2/ 1.2 4.3 7.1 8.2 8.1 6.5 4.8 3.4 3.4 .1 47.3

1996 ........... 2/ 1.1 4.5 7.5 9.2 8.8 7.4 5.2 3.3 3.3 .1 50.6

1997 ........... 2/ 1.3 6.5 12.5 19.2 21.9 19.6 12.6 6.9 4.9 .5 106.0

1998 ........... 2/ 1.0 4.3 6.8 9.0 9.7 8.5 5.8 3.3 3.0 .2 51.5

1999 ........... 2/ .9 4.3 6.9 9.5 10.5 9.7 7.1 4.8 3.8 .3 57.8

2000 ........... 2/ .9 4.6 8.6 11.9 13.0 11.8 8.9 5.5 4.1 .3 69.5

2001 ........... 2/ .8 3.6 7.1 9.7 11.8 11.4 9.1 7.1 6.0 .2 66.8

2002 ........... 2/ .9 3.9 7.2 9.8 11.8 11.5 8.6 6.1 4.1 .2 64.1

2003 ........... 2/ .8 3.6 6.2 8.3 10.5 10.4 7.8 5.9 4.1 .3 58.0

2004 ........... 2/ 1.0 3.8 6.0 8.2 10.8 11.1 8.9 6.4 4.0 .3 60.5

2005 ........... 2/ 1.0 4.1 6.1 8.3 10.8 11.6 9.4 6.8 4.2 .6 62.9

2006 ........... 2/ 1.0 4.6 6.6 8.8 11.1 12.4 10.3 7.4 4.6 .8 67.7

2007 ........... 2/ 1.1 5.0 7.1 9.2 11.4 13.1 11.1 8.0 5.2 1.0 72.2

2008 ........... 2/ 1.1 5.3 7.7 9.6 11.7 13.7 12.0 8.6 5.8 1.2 76.7

2009 ........... 2/ 1.2 5.6 8.5 9.9 12.0 14.3 12.8 9.3 6.4 1.4 81.4

2010 ........... 2/ 1.2 5.6 8.9 9.8 12.0 14.2 13.0 9.6 6.7 1.5 82.5

2011 ........... 2/ 1.3 5.7 9.6 10.2 12.5 14.4 13.7 10.4 7.2 1.7 86.6

2012 ........... 2/ 1.3 5.8 10.1 10.7 12.9 14.6 14.4 11.1 7.7 2.0 90.6

2013 ........... 2/ 1.3 5.7 10.1 10.9 12.8 14.3 14.4 11.4 7.9 2.0 91.1

2014 ........... 2/ 1.3 5.7 10.0 11.3 12.6 14.1 14.4 11.7 8.2 2.1 91.5

1 See Glossary for definition of “Normal retirement age—NRA.” 2 Fewer than 50.
DI Numbers

41

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 2005 Trustees Report intermediate set of assumptions.

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

(By calendar age terminated and gender, calendar years 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1980........... 2/ 0.1 0.1 0.1 0.1 0.2 0.2 0.2 0.3 0.6 0.6 2.4

1985........... 2/ 2/ .1 .1 .1 .2 .2 .2 .3 .9 .6 2.5

1990........... 2/ 2/ .1 .2 .3 .3 .2 .2 .3 1.5 .2 3.4

1995........... 2/ .1 .1 .2 .2 .2 .2 .2 .2 1.7 1.5 4.6

1996........... 2/ 2/ .1 .2 .2 .2 .2 .2 .2 1.7 1.3 4.3

1997........... 2/ 2/ .1 .1 .1 .1 .1 .1 .1 1.7 1.4 3.9

1998........... 2/ 2/ .1 .1 .1 .1 .1 .1 .2 1.6 1.5 3.9

1999........... 2/ .1 .1 .2 .3 .4 .4 .4 .3 1.8 1.6 5.4

2000........... 2/ 2/ .1 .2 .4 .5 .6 .6 .4 2.0 2.1 7.0

2001........... 2/ 2/ .1 .2 .4 .6 .6 .7 .6 2.0 1.7 6.9

2002........... 2/ .1 .1 .2 .4 .5 .5 .6 .5 2.0 1.9 6.8

2003........... 2/ .1 .2 .2 .3 .4 .5 .5 .4 1.8 1.8 6.1

2004........... 2/ .1 .1 .2 .3 .4 .5 .5 .5 1.8 1.8 6.2

2005........... 2/ .1 .2 .2 .4 .6 .7 .7 .8 2.2 2.4 8.3

2006........... 2/ .1 .2 .3 .4 .6 .8 .9 1.0 2.5 3.0 9.7

2007........... 2/ .1 .2 .3 .4 .6 .9 1.0 1.1 2.6 3.6 10.8

2008........... 2/ .1 .3 .4 .6 .9 1.3 1.6 2.0 3.8 4.2 15.3

2009........... 2/ .1 .3 .4 .5 .8 1.2 1.5 1.8 3.7 4.7 15.0

2010........... 2/ .1 .4 .6 .8 1.2 1.9 2.5 3.1 5.5 4.8 21.1

2011........... 2/ .1 .2 .3 .3 .5 .7 .8 1.0 2.9 5.3 12.1

2012........... 2/ .1 .2 .3 .3 .5 .7 .8 1.0 3.0 5.8 12.7

2013........... 2/ .1 .2 .3 .4 .5 .6 .8 1.0 3.0 6.0 12.9

2014........... 2/ .1 .2 .3 .4 .5 .6 .8 1.0 3.1 6.2 13.1

Female

1980........... 2/ 2/ 2/ 2/ 2/ 2/ 2/ .1 .1 .2 .2 .8

1985........... 2/ 2/ 2/ 2/ 2/ .1 2/ .1 .1 .3 .2 .9

1990........... 2/ 2/ .1 .1 .1 .1 .1 .1 .1 .5 .2 1.5

1995........... 2/ 2/ .1 .1 .1 .1 .1 .1 .1 .7 .7 2.0

1996........... 2/ 2/ .1 .1 .1 .1 .1 .1 .1 .7 .6 2.0

1997........... 2/ 2/ 2/ 2/ .1 .1 .1 .1 .1 .6 .7 1.7

1998........... 2/ 2/ 2/ 2/ .1 .1 .1 .1 .1 .7 .8 2.0

1999........... 2/ 2/ .1 .1 .2 .3 .2 .2 .1 .7 .8 2.7

2000........... 2/ 2/ .1 .1 .3 .4 .4 .3 .1 .6 .9 3.2

2001........... 2/ 2/ .1 .2 .3 .4 .4 .2 .2 .7 1.0 3.4

2002........... 2/ 2/ .1 .2 .3 .3 .3 .2 .2 .8 1.1 3.5

2003........... 2/ 2/ .1 .1 .2 .3 .2 .2 .2 .7 1.0 3.1

2004........... 2/ 2/ .1 .2 .2 .3 .3 .2 .2 .7 .9 3.1

2005........... 2/ 2/ .2 .2 .3 .4 .5 .5 .5 1.1 1.1 4.8

2006........... 2/ 2/ .2 .2 .4 .4 .6 .6 .7 1.3 1.4 5.8

2007........... 2/ 2/ .2 .2 .4 .5 .6 .7 .8 1.4 1.8 6.6

2008........... 2/ .1 .3 .4 .6 .7 1.1 1.3 1.5 2.3 2.1 10.3

2009........... 2/ .1 .2 .4 .5 .7 1.0 1.1 1.4 2.3 2.4 9.9

2010........... 2/ .1 .3 .6 .8 1.1 1.6 2.1 2.6 3.8 2.4 15.4

2011........... 2/ 2/ .2 .3 .3 .4 .5 .6 .6 1.5 2.7 7.1

2012........... 2/ 2/ .2 .3 .3 .4 .5 .6 .7 1.6 3.0 7.5

2013........... 2/ 2/ .2 .3 .3 .4 .5 .6 .7 1.6 3.2 7.8

2014........... 2/ 2/ .2 .3 .4 .4 .5 .6 .7 1.7 3.3 8.0

Total

1980........... 2/ .1 .1 .1 .2 .2 .2 .3 .4 .8 .8 3.2

1985........... 2/ .1 .1 .1 .2 .2 .2 .2 .4 1.2 .7 3.4

1990........... 2/ .1 .2 .3 .4 .4 .4 .4 .4 2.0 .3 4.9

1995........... 2/ .1 .2 .3 .3 .3 .3 .3 .3 2.4 2.1 6.6

1996........... 2/ .1 .2 .3 .3 .3 .3 .3 .3 2.3 1.9 6.3

1997........... 2/ 2/ .1 .1 .2 .2 .2 .2 .2 2.4 2.1 5.6

1998........... 2/ 2/ .1 .2 .2 .2 .2 .2 .3 2.3 2.3 6.0

1999........... 2/ .1 .2 .3 .4 .6 .6 .6 .4 2.5 2.4 8.1

2000........... 2/ 2/ .2 .3 .7 .9 .9 .8 .6 2.6 3.1 10.2

2001........... 2/ .1 .2 .4 .7 .9 1.0 .9 .7 2.7 2.7 10.3

2002........... 2/ .1 .2 .4 .6 .8 .9 .8 .7 2.8 3.0 10.3

2003........... 2/ .1 .3 .4 .5 .7 .7 .7 .5 2.5 2.9 9.2

2004........... 2/ .1 .3 .4 .5 .7 .8 .7 .6 2.6 2.7 9.3

2005........... 2/ .1 .3 .4 .7 1.0 1.2 1.2 1.3 3.3 3.6 13.1

2006........... 2/ .1 .4 .5 .8 1.1 1.4 1.5 1.7 3.7 4.4 15.5

2007........... 2/ .1 .4 .5 .8 1.1 1.5 1.7 1.9 4.0 5.4 17.4

2008........... 2/ .2 .6 .8 1.2 1.7 2.4 2.9 3.5 6.1 6.3 25.7

2009........... 2/ .2 .5 .8 1.1 1.5 2.1 2.6 3.1 6.0 7.1 24.9

2010........... 2/ .2 .8 1.2 1.6 2.3 3.5 4.6 5.7 9.4 7.2 36.5

2011........... 2/ .1 .4 .5 .7 .9 1.2 1.4 1.6 4.5 8.0 19.2

2012........... 2/ .1 .4 .6 .7 .9 1.2 1.4 1.7 4.5 8.9 20.2

2013........... 2/ .1 .4 .6 .7 .9 1.1 1.4 1.7 4.7 9.2 20.7

2014........... 2/ .1 .4 .5 .7 .9 1.1 1.4 1.8 4.8 9.4 21.1

1 See Glossary for definition of “Normal retirement age—NRA.” 2 Fewer than 50.
Benefit Payments

42

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 2005 Trustees Report intermediate set of assumptions.

III.A18.—DI Disabled Worker Withheld Rates

(Withheld per thousand in force, by age and gender, as of December 31, 1980-2014)

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1980 ........... 18.87 20.96 17.98 11.67 9.25 7.34 5.75 4.26 2.88 1.78 ... 4.64

1985 ........... 33.71 38.46 35.49 28.43 22.04 17.38 13.26 10.36 7.26 4.19 ... 11.47

1990 ........... 13.76 45.22 56.88 41.14 31.67 23.33 17.34 12.76 9.18 5.68 ... 17.18

1995 ........... 17.26 52.45 55.16 47.66 38.66 30.21 20.74 14.36 10.01 6.32 ... 20.57

1996 ........... 19.16 61.09 67.35 59.36 47.53 36.66 25.06 16.74 10.84 7.07 ... 24.31

1997 ........... 20.16 59.23 73.54 59.71 47.83 36.37 25.30 17.22 11.16 6.56 ... 23.96

1998 ........... 32.95 58.85 74.46 64.33 50.92 38.87 27.83 18.40 11.93 6.82 ... 25.10

1999 ........... 18.07 57.30 76.29 65.17 53.99 39.91 28.73 18.68 12.49 7.47 ... 25.57

2000 ........... 23.13 54.65 68.76 62.58 51.77 39.69 28.91 18.51 12.23 7.23 ... 24.54

2001 ........... 19.04 48.10 62.08 60.94 51.64 40.51 29.39 19.25 12.47 7.38 ... 24.31

2002 ........... 24.75 43.03 56.13 57.27 50.12 39.66 29.43 19.42 12.44 7.54 ... 23.50

2003 ........... 24.12 45.63 50.51 51.67 46.42 38.02 28.16 18.70 12.21 7.49 4.32 22.00

2004 ........... 19.17 46.00 51.00 50.15 45.32 37.35 28.14 19.17 12.58 7.60 6.60 21.62

2005 ........... 40.97 46.08 51.02 52.39 47.56 39.48 30.26 19.17 12.51 7.54 5.53 21.95

2006 ........... 35.12 46.07 51.03 52.53 47.66 39.54 30.34 19.16 12.48 7.55 5.53 21.56

2007 ........... 33.53 45.99 51.05 52.54 47.63 39.50 30.32 19.15 12.50 7.61 5.53 21.15

2008 ........... 35.49 45.89 51.07 52.66 47.69 39.61 30.39 19.12 12.51 7.63 5.53 20.80

2009 ........... 39.19 45.71 51.07 52.78 47.80 39.81 30.48 19.12 12.53 7.60 5.53 20.61

2010 ........... 36.04 45.65 51.07 52.89 47.95 40.00 30.56 19.10 12.53 7.53 5.53 20.35

2011 ........... 29.56 45.74 51.07 52.88 47.99 40.00 30.51 19.08 12.52 7.50 5.53 20.03

2012 ........... 28.35 45.86 51.06 52.86 48.03 39.92 30.47 19.05 12.51 7.51 5.53 19.80

2013 ........... 28.31 45.97 51.05 52.84 48.04 39.84 30.47 19.02 12.49 7.52 5.53 19.62

2014 ........... 28.30 46.01 51.04 52.82 48.07 39.84 30.56 19.02 12.49 7.54 5.53 19.45

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

1996 ........... 22.50 33.87 35.92 29.32 22.83 18.84 14.49 10.81 7.23 4.45 ... 13.17

1997 ........... 23.50 36.58 38.21 30.68 23.91 19.54 15.66 11.14 7.35 4.58 ... 13.56

1998 ........... 13.30 34.76 41.59 33.65 25.91 20.84 16.69 11.77 7.88 4.57 ... 14.27

1999 ........... 18.63 32.45 42.74 33.58 26.45 21.08 16.74 11.94 8.30 4.86 ... 14.36

2000 ........... 8.65 31.44 37.20 29.40 24.54 20.04 15.76 11.05 7.59 4.44 ... 13.09

2001 ........... 8.32 26.83 34.86 29.28 24.62 20.24 15.89 11.24 7.56 4.43 ... 12.97

2002 ........... 14.91 24.89 30.60 27.76 23.13 19.38 15.52 11.34 7.64 4.31 ... 12.45

2003 ........... 17.29 22.34 26.11 23.90 21.00 17.70 13.98 10.31 7.23 4.28 3.14 11.22

2004 ........... 11.71 22.75 26.07 21.96 20.11 17.34 13.74 10.22 7.28 4.48 3.46 10.92

2005 ........... 10.40 22.75 26.06 24.14 22.28 19.46 15.86 10.21 7.24 4.44 3.29 11.48

2006 ........... 10.64 22.77 26.07 24.26 22.39 19.53 15.95 10.20 7.22 4.45 3.29 11.32

2007 ........... 10.59 22.73 26.05 24.27 22.38 19.52 15.94 10.20 7.24 4.48 3.29 11.14

2008 ........... 10.38 22.69 26.05 24.37 22.46 19.64 16.03 10.19 7.24 4.49 3.29 10.99

2009 ........... 10.00 22.64 26.05 24.49 22.55 19.78 16.13 10.19 7.25 4.47 3.29 10.92

2010 ........... 10.38 22.61 26.05 24.58 22.67 19.91 16.22 10.19 7.24 4.43 3.29 10.82

2011 ........... 11.16 22.64 26.05 24.57 22.68 19.91 16.19 10.18 7.24 4.42 3.29 10.66

2012 ........... 11.30 22.68 26.05 24.55 22.70 19.88 16.17 10.17 7.23 4.43 3.29 10.54

2013 ........... 11.28 22.73 26.05 24.53 22.70 19.84 16.18 10.15 7.22 4.43 3.29 10.45

2014 ........... 11.27 22.77 26.05 24.54 22.71 19.84 16.23 10.15 7.22 4.44 3.29 10.37

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

1996 ........... 20.44 50.88 55.52 48.04 38.16 29.68 20.85 14.28 9.37 6.06 ... 19.91

1997 ........... 21.45 50.58 59.78 48.33 38.42 29.57 21.33 14.64 9.57 5.78 ... 19.73

1998 ........... 25.81 49.51 61.30 52.01 40.82 31.45 23.14 15.55 10.21 5.91 ... 20.61

1999 ........... 18.28 47.50 62.50 52.19 42.60 32.01 23.58 15.75 10.67 6.40 ... 20.82

2000 ........... 17.50 45.33 55.48 48.60 40.24 31.32 23.17 15.23 10.18 6.06 ... 19.61

2001 ........... 14.80 39.56 50.39 47.19 39.95 31.74 23.41 15.68 10.28 6.12 ... 19.35

2002 ........... 21.03 35.75 44.95 44.14 38.19 30.72 23.20 15.78 10.28 6.14 ... 18.60

2003 ........... 21.45 36.21 39.78 39.03 34.99 28.91 21.75 14.88 9.96 6.08 3.81 17.16

2004 ........... 16.16 36.50 39.99 37.07 33.81 28.24 21.56 15.04 10.17 6.21 5.24 16.77

2005 ........... 28.02 36.46 39.98 39.11 35.84 30.23 23.62 15.00 10.10 6.15 4.53 17.16

2006 ........... 24.81 36.39 40.00 39.12 35.75 30.19 23.64 14.96 10.06 6.15 4.52 16.84

2007 ........... 23.86 36.23 40.01 39.05 35.58 30.05 23.56 14.94 10.05 6.19 4.51 16.49

2008 ........... 24.78 36.04 39.99 39.14 35.50 30.07 23.57 14.90 10.04 6.19 4.50 16.21

2009 ........... 26.42 35.80 39.94 39.24 35.46 30.16 23.60 14.87 10.03 6.15 4.49 16.04

2010 ........... 24.89 35.72 39.90 39.33 35.49 30.23 23.63 14.83 10.01 6.10 4.49 15.83

2011 ........... 21.86 35.81 39.86 39.31 35.45 30.12 23.54 14.79 9.99 6.06 4.48 15.56

2012 ........... 21.38 35.94 39.78 39.29 35.42 29.96 23.45 14.74 9.98 6.06 4.48 15.36

2013 ........... 21.39 36.05 39.71 39.24 35.40 29.82 23.42 14.69 9.96 6.06 4.47 15.20

2014 ........... 21.38 36.11 39.66 39.20 35.39 29.74 23.44 14.67 9.95 6.06 4.47 15.04

1 See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

43

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 2005 Trustees Report intermediate set of assumptions.

III.A19.—DI Disabled Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1980........... 2/ 0.5 1.1 1.0 0.9 0.9 1.0 1.2 1.3 1.1 ... 9.0

1985........... 2/ .8 2.3 2.8 2.8 2.3 2.1 2.4 2.8 2.5 ... 20.7

1990........... 2/ .9 4.1 5.5 5.5 4.8 3.7 3.3 3.5 3.1 ... 34.3

1995........... 2/ 1.3 4.6 7.9 9.7 9.2 7.3 5.4 4.7 3.7 ... 53.8

1996........... 2/ 1.3 5.5 9.5 12.1 11.7 9.3 6.7 5.3 4.3 ... 65.7

1997........... 2/ 1.2 5.5 8.9 11.7 11.6 9.4 7.3 5.7 4.0 ... 65.3

1998........... 2/ 1.1 5.2 9.1 12.4 12.8 10.7 8.3 6.4 4.3 ... 70.3

1999........... 2/ 1.2 5.0 8.7 12.9 13.4 11.4 8.9 7.0 4.8 ... 73.3

2000........... 2/ 1.2 4.2 7.9 11.9 13.5 11.8 9.3 7.1 4.7 ... 71.7

2001........... 2/ 1.3 3.9 7.6 11.5 13.9 12.5 10.1 7.6 5.0 ... 73.4

2002........... 2/ 1.4 3.8 7.0 10.9 13.7 13.0 10.5 8.2 5.4 ... 73.8

2003........... 2/ 1.6 3.7 6.3 9.8 13.2 13.0 10.5 8.5 5.7 0.1 72.4

2004........... 2/ 1.6 4.1 6.1 9.3 13.0 13.4 11.2 9.4 6.1 .3 74.5

2005........... 2/ 1.6 4.4 6.4 9.8 13.6 14.7 11.6 9.9 6.3 .4 78.7

2006........... 2/ 1.5 4.6 6.4 9.7 13.2 14.9 12.0 10.2 6.6 .6 79.8

2007........... 2/ 1.5 4.8 6.5 9.6 12.8 14.8 12.3 10.4 7.1 .8 80.5

2008........... 2/ 1.4 4.8 6.8 9.5 12.4 14.8 12.6 10.6 7.5 1.0 81.3

2009........... 0.1 1.5 4.8 7.2 9.4 12.1 14.8 12.8 10.9 7.8 1.0 82.3

2010........... .1 1.5 4.8 7.5 9.2 12.1 14.5 13.0 11.2 8.2 1.0 82.9

2011........... 2/ 1.5 4.7 7.7 9.0 12.0 14.1 13.1 11.6 8.4 1.1 83.2

2012........... 2/ 1.5 4.5 7.8 9.1 11.8 13.7 13.1 11.9 8.6 1.2 83.3

2013........... 2/ 1.5 4.5 7.8 9.3 11.6 13.3 13.1 12.2 8.8 1.2 83.4

2014........... 2/ 1.5 4.5 7.7 9.5 11.4 13.0 13.0 12.4 9.1 1.3 83.5

Female

1980........... 2/ .1 .3 .3 .2 .3 .3 .4 .5 .4 ... 2.9

1985........... 2/ .3 .7 .8 .8 .6 .7 .9 1.0 .8 ... 6.5

1990........... 2/ .3 1.4 1.7 1.9 2.0 1.7 1.5 1.6 1.3 ... 13.5

1995........... 2/ .4 1.6 2.5 3.0 3.2 3.2 2.6 2.3 1.5 ... 20.4

1996........... 2/ .4 1.8 2.8 3.6 3.9 3.6 3.1 2.4 1.7 ... 23.2

1997........... 2/ .4 1.8 2.9 3.8 4.2 4.1 3.5 2.7 1.8 ... 25.3

1998........... 2/ .4 1.9 3.2 4.3 4.8 4.7 4.0 3.1 1.9 ... 28.4

1999........... 2/ .4 2.0 3.1 4.5 5.1 5.0 4.4 3.6 2.2 ... 30.2

2000........... 2/ .5 1.7 2.7 4.1 5.0 5.0 4.4 3.5 2.1 ... 29.0

2001........... 2/ .5 1.7 2.8 4.2 5.3 5.4 4.7 3.7 2.2 ... 30.5

2002........... 2/ .5 1.6 2.7 4.0 5.3 5.6 5.0 4.1 2.4 ... 31.2

2003........... 2/ .5 1.5 2.4 3.6 5.0 5.3 4.8 4.2 2.6 .1 30.0

2004........... 2/ .5 1.6 2.3 3.5 5.1 5.5 5.1 4.5 2.9 .1 31.2

2005........... 2/ .5 1.8 2.6 4.0 5.7 6.6 5.4 4.8 3.0 .2 34.6

2006........... 2/ .5 1.9 2.7 4.1 5.7 6.8 5.6 5.1 3.2 .3 35.9

2007........... 2/ .5 1.9 2.8 4.1 5.7 6.9 5.8 5.2 3.5 .4 36.8

2008........... 2/ .5 2.0 2.9 4.2 5.6 7.1 6.0 5.4 3.7 .5 37.9

2009........... 2/ .6 2.0 3.1 4.2 5.6 7.2 6.2 5.7 3.9 .5 38.9

2010........... 2/ .6 2.0 3.2 4.2 5.7 7.2 6.4 5.9 4.2 .5 39.8

2011........... 2/ .6 1.9 3.3 4.2 5.8 7.1 6.5 6.1 4.3 .6 40.4

2012........... 2/ .6 1.9 3.3 4.3 5.8 7.0 6.6 6.4 4.5 .6 40.9

2013........... 2/ .6 1.9 3.4 4.4 5.8 6.9 6.7 6.5 4.7 .7 41.4

2014........... 2/ .6 1.9 3.3 4.5 5.8 6.8 6.7 6.7 4.9 .7 41.9

Total

1980........... 2/ .6 1.4 1.3 1.1 1.1 1.3 1.6 1.9 1.6 ... 11.9

1985........... 2/ 1.0 2.9 3.6 3.5 2.9 2.8 3.3 3.8 3.3 ... 27.2

1990........... 2/ 1.2 5.5 7.1 7.4 6.9 5.5 4.7 5.0 4.4 ... 47.8

1995........... 2/ 1.7 6.2 10.4 12.7 12.4 10.5 8.0 7.0 5.3 ... 74.2

1996........... 2/ 1.7 7.2 12.4 15.7 15.6 12.9 9.8 7.7 6.0 ... 88.9

1997........... 2/ 1.6 7.3 11.8 15.5 15.9 13.5 10.8 8.4 5.8 ... 90.6

1998........... 2/ 1.6 7.2 12.3 16.6 17.7 15.4 12.2 9.5 6.2 ... 98.7

1999........... 2/ 1.6 7.0 11.8 17.4 18.6 16.5 13.3 10.5 6.9 ... 103.6

2000........... 2/ 1.7 5.9 10.7 16.1 18.5 16.9 13.7 10.5 6.8 ... 100.7

2001........... 2/ 1.8 5.6 10.4 15.7 19.2 17.9 14.9 11.4 7.2 ... 103.9

2002........... 2/ 1.9 5.4 9.7 14.8 18.9 18.6 15.5 12.3 7.8 ... 105.0

2003........... 2/ 2.1 5.2 8.8 13.5 18.2 18.3 15.4 12.7 8.3 .1 102.5

2004........... 2/ 2.1 5.7 8.5 12.8 18.1 18.9 16.3 13.9 9.0 .4 105.7

2005........... .1 2.1 6.2 9.0 13.7 19.3 21.3 17.0 14.8 9.3 .6 113.3

2006........... .1 2.1 6.5 9.1 13.8 18.9 21.7 17.6 15.3 9.9 .8 115.6

2007........... .1 2.0 6.7 9.3 13.7 18.4 21.8 18.2 15.6 10.6 1.2 117.3

2008........... .1 2.0 6.8 9.7 13.6 18.0 21.9 18.6 16.0 11.2 1.5 119.2

2009........... .1 2.1 6.8 10.2 13.6 17.8 22.0 19.0 16.5 11.8 1.5 121.2

2010........... .1 2.1 6.8 10.7 13.4 17.8 21.7 19.3 17.1 12.3 1.5 122.7

2011........... 2/ 2.1 6.6 11.0 13.2 17.7 21.2 19.6 17.7 12.7 1.7 123.5

2012........... 2/ 2.1 6.4 11.1 13.3 17.6 20.6 19.7 18.3 13.0 1.9 124.2

2013........... 2/ 2.1 6.4 11.2 13.6 17.4 20.2 19.7 18.7 13.5 1.9 124.8

2014........... 2/ 2.1 6.4 11.1 14.0 17.1 19.8 19.7 19.2 14.0 2.0 125.4

1 See Glossary for definition of “Normal retirement age—NRA.” 2 Fewer than 50.
Benefit Payments

44

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 15-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-NRA1 Total

Male

1980 ........... 1.0 21.4 57.4 88.4 96.0 115.3 171.4 276.4 462.6 635.9 ... 1,925.9

1985 ........... .5 19.4 61.4 95.7 123.4 131.0 153.6 229.5 382.3 584.9 ... 1,781.7

1990 ........... .9 19.1 67.8 127.1 168.5 202.6 210.5 251.7 373.0 542.4 ... 1,963.6

1995 ........... .8 23.0 79.3 157.8 241.1 295.7 344.9 370.6 461.0 589.1 ... 2,563.3

1996 ........... .8 20.0 75.6 150.9 242.6 307.3 363.2 396.3 482.0 599.7 ... 2,638.5

1997 ........... .7 18.3 69.2 139.5 233.3 308.5 362.6 417.2 503.6 607.3 ... 2,660.3

1998 ........... .8 18.1 64.8 132.4 230.7 317.5 374.1 440.6 529.6 622.7 ... 2,731.3

1999 ........... .8 18.9 60.7 124.6 226.7 323.6 386.5 467.6 551.6 633.1 ... 2,794.2

2000 ........... .9 20.8 57.5 118.9 218.3 325.9 398.0 494.6 569.8 647.2 ... 2,851.9

2001 ........... 1.1 25.3 59.1 116.7 211.5 329.1 412.4 515.7 603.6 673.2 ... 2,947.7

2002 ........... 1.2 30.6 63.2 115.5 205.7 331.2 430.1 529.7 647.7 712.3 ... 3,067.1

2003 ........... 1.1 32.4 69.4 116.0 201.8 334.7 448.0 551.7 688.4 756.3 21.7 3,221.4

2004 ........... .9 32.3 75.6 116.3 196.7 335.8 462.5 573.4 737.3 796.4 46.3 3,373.7

2005 ........... 1.2 32.5 81.8 115.5 195.6 330.3 471.5 594.2 782.9 828.2 71.3 3,504.8

2006 ........... 1.2 31.5 85.9 115.5 194.0 320.8 475.6 613.0 808.1 873.7 101.4 3,620.5

2007 ........... 1.2 30.3 88.5 117.8 191.8 310.2 474.6 630.7 818.2 924.2 138.9 3,726.4

2008 ........... 1.3 30.1 89.6 122.3 189.0 300.4 472.2 645.0 835.3 968.9 174.7 3,828.9

2009 ........... 1.6 31.3 90.1 128.6 186.3 293.0 469.4 657.5 858.6 1,023.2 173.8 3,913.1

2010 ........... 1.6 31.9 88.9 133.9 182.0 289.6 460.3 666.4 884.1 1,076.1 177.6 3,992.4

2011 ........... 1.2 31.8 86.4 137.6 179.3 287.1 447.9 672.6 912.5 1,109.6 202.2 4,068.3

2012 ........... 1.1 31.7 84.4 139.9 180.2 284.2 434.8 674.5 940.5 1,130.1 221.9 4,123.2

2013 ........... 1.1 31.7 83.4 140.3 183.7 279.8 422.7 674.7 964.3 1,159.4 223.4 4,164.6

2014 ........... 1.1 31.5 83.5 138.9 188.7 273.7 412.9 671.7 983.6 1,195.7 229.5 4,210.8

Female

1980 ........... .4 7.7 23.8 35.9 40.3 49.2 76.4 133.9 236.8 325.9 ... 930.4

1985 ........... .2 7.7 25.2 43.0 54.6 60.2 72.0 112.1 194.9 301.4 ... 871.4

1990 ........... .4 9.0 32.2 61.0 85.0 103.2 115.3 141.2 206.3 289.4 ... 1,043.1

1995 ........... .5 13.8 46.7 93.0 143.6 184.8 221.1 252.5 303.7 356.2 ... 1,615.9

1996 ........... .5 12.4 47.2 94.1 152.1 201.6 242.7 281.3 331.8 376.0 ... 1,739.8

1997 ........... .5 11.6 45.9 92.6 155.1 213.0 256.7 308.2 361.6 395.1 ... 1,840.4

1998 ........... .4 11.7 44.9 91.7 160.3 226.1 275.0 334.3 394.8 420.5 ... 1,959.7

1999 ........... .5 12.6 43.9 89.9 164.3 238.2 294.7 362.6 426.3 443.1 ... 2,076.0

2000 ........... .6 14.3 43.2 89.7 164.9 246.8 312.5 391.5 451.6 468.8 ... 2,183.7

2001 ........... .7 17.3 45.7 92.5 165.8 256.6 332.5 416.8 489.9 502.2 ... 2,320.1

2002 ........... .7 20.9 50.6 95.5 167.6 266.6 353.5 438.8 531.7 546.3 ... 2,472.3

2003 ........... .7 22.6 55.9 99.8 169.5 277.7 375.3 465.2 570.5 593.6 16.5 2,647.2

2004 ........... .6 22.9 61.4 103.8 169.6 286.7 394.6 494.8 616.5 638.3 35.4 2,824.5

2005 ........... .9 23.4 66.5 105.5 173.5 289.4 409.5 521.8 662.7 674.9 56.9 2,985.0

2006 ........... .9 22.9 69.9 107.2 177.4 287.3 420.3 545.7 694.4 723.3 82.5 3,131.8

2007 ........... .9 22.4 71.8 110.8 179.8 284.3 427.3 566.4 716.5 775.1 115.7 3,271.0

2008 ........... 1.0 22.7 73.1 115.3 181.5 280.5 433.8 584.8 742.9 822.2 148.5 3,406.4

2009 ........... 1.3 24.1 74.1 121.5 182.7 278.1 438.8 602.9 775.1 877.3 148.7 3,524.6

2010 ........... 1.2 24.8 73.5 126.9 181.4 280.3 437.1 618.6 807.4 933.2 153.1 3,637.5

2011 ........... .9 24.5 72.1 130.5 180.8 284.0 431.0 631.8 840.6 975.3 176.6 3,748.0

2012 ........... .8 24.3 71.2 132.7 183.3 286.3 424.4 640.9 871.7 1,008.5 195.9 3,839.9

2013 ........... .7 24.2 71.2 133.5 187.7 286.8 417.9 649.2 899.9 1,048.2 199.9 3,919.2

2014 ........... .7 23.9 71.7 132.9 193.7 284.9 413.3 653.6 925.9 1,094.1 206.5 4,001.1

Total

1980 ........... 1.5 29.2 81.2 124.3 136.3 164.5 247.9 410.3 699.4 961.8 ... 2,856.4

1985 ........... .7 27.2 86.6 138.7 178.0 191.3 225.6 341.6 577.1 886.3 ... 2,653.1

1990 ........... 1.3 28.1 100.0 188.1 253.5 305.8 325.8 392.9 579.4 831.8 ... 3,006.7

1995 ........... 1.3 36.8 126.0 250.8 384.7 480.4 566.0 623.2 764.6 945.3 ... 4,179.3

1996 ........... 1.2 32.4 122.8 245.1 394.7 508.9 605.9 677.6 813.9 975.7 ... 4,378.3

1997 ........... 1.2 29.9 115.1 232.2 388.4 521.5 619.3 725.4 865.3 1,002.4 ... 4,500.7

1998 ........... 1.2 29.9 109.7 224.1 391.0 543.6 649.1 774.9 924.4 1,043.2 ... 4,690.9

1999 ........... 1.3 31.6 104.7 214.4 391.0 561.8 681.2 830.2 977.9 1,076.2 ... 4,870.2

2000 ........... 1.5 35.1 100.7 208.5 383.2 572.7 710.5 886.1 1,021.4 1,116.0 ... 5,035.6

2001 ........... 1.8 42.6 104.9 209.2 377.4 585.7 744.9 932.6 1,093.5 1,175.3 ... 5,267.8

2002 ........... 1.9 51.5 113.8 211.0 373.3 597.8 783.6 968.4 1,179.4 1,258.7 ... 5,539.4

2003 ........... 1.7 55.0 125.3 215.8 371.2 612.4 823.3 1,016.8 1,258.9 1,349.9 38.2 5,868.6

2004 ........... 1.5 55.2 137.0 220.0 366.3 622.5 857.1 1,068.3 1,353.8 1,434.7 81.8 6,198.2

2005 ........... 2.0 55.9 148.3 221.0 369.1 619.6 881.0 1,116.0 1,445.6 1,503.1 128.2 6,489.8

2006 ........... 2.0 54.4 155.8 222.7 371.4 608.1 895.9 1,158.6 1,502.5 1,597.0 183.9 6,752.2

2007 ........... 2.1 52.7 160.3 228.7 371.6 594.5 901.9 1,197.1 1,534.7 1,699.2 254.6 6,997.4

2008 ........... 2.3 52.8 162.7 237.6 370.5 580.9 906.0 1,229.9 1,578.2 1,791.1 323.1 7,235.2

2009 ........... 2.9 55.4 164.2 250.1 369.0 571.1 908.2 1,260.3 1,633.6 1,900.4 322.5 7,437.7

2010 ........... 2.8 56.7 162.4 260.8 363.4 569.9 897.4 1,285.1 1,691.5 2,009.2 330.7 7,629.9

2011 ........... 2.2 56.3 158.5 268.1 360.2 571.1 878.9 1,304.4 1,753.1 2,084.9 378.8 7,816.4

2012 ........... 1.9 56.0 155.6 272.6 363.5 570.5 859.2 1,315.4 1,812.1 2,138.6 417.8 7,963.1

2013 ........... 1.8 55.9 154.6 273.8 371.4 566.6 840.7 1,323.9 1,864.2 2,207.6 423.3 8,083.8

2014 ........... 1.8 55.5 155.1 271.8 382.4 558.5 826.2 1,325.3 1,909.5 2,289.8 436.0 8,211.9

1 See Glossary for definition of “Normal retirement age—NRA.”
DI Numbers

45

Sources:

• Historical award ratios computed by dividing number of awards to young or aged spouses by number of awards to minor children or disabled workers, respectively.

• Future award ratios projected based on historical trend and judgment.

• Historical awards based on SSA administrative records.

• Future awards to young or aged spouses computed by applying award ratios to applicable number of awards.

• Awards to total spouses are sum of young and aged spouses.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Numbers in thousands]

Year

Awards to

disabled workers

Awards to young spouses Awards to aged spouses

Awards to

total spouses

Ratio to minor children

awards (per 100) Number

Ratio to disabled worker

awards (per 100) Number

Male workers

1980 ............................... 291.2 32.15 74.9 11.20 32.6 107.5

1985 ............................... 281.1 25.74 48.5 11.53 32.4 80.9

1990 ............................... 303.6 19.35 41.8 8.29 25.2 67.0

1995 ............................... 378.5 12.05 37.9 6.03 22.8 60.7

1996 ............................... 355.5 10.63 33.0 6.12 21.7 54.7

1997 ............................... 326.8 9.20 25.5 7.13 23.3 48.8

1998 ............................... 333.0 8.25 23.0 6.81 22.7 45.7

1999 ............................... 337.5 7.71 21.8 6.68 22.5 44.4

2000 ............................... 338.8 7.25 19.7 6.59 22.3 42.0

2001 ............................... 374.4 6.70 18.9 5.84 21.9 40.8

2002 ............................... 406.3 6.46 20.5 5.60 22.8 43.2

2003 ............................... 421.6 6.25 20.4 5.74 24.2 44.6

2004 ............................... 428.7 5.85 18.8 6.06 26.0 44.8

2005 ............................... 422.6 6.20 19.5 6.50 27.5 47.0

2006 ............................... 415.7 6.25 19.0 7.00 29.1 48.1

2007 ............................... 419.2 6.25 19.2 7.50 31.4 50.6

2008 ............................... 434.3 6.25 19.4 8.00 34.7 54.2

2009 ............................... 455.8 6.25 20.4 8.50 38.7 59.1

2010 ............................... 457.3 6.25 20.0 8.50 38.9 58.8

2011 ............................... 452.0 6.25 19.8 8.50 38.4 58.2

2012 ............................... 458.8 6.25 20.2 8.50 39.0 59.1

2013 ............................... 464.8 6.25 20.2 8.50 39.5 59.7

2014 ............................... 470.9 6.25 20.5 8.50 40.0 60.5

Female workers

1980 ............................... 129.1 1/ 2/ .75 1.0 1.0

1985 ............................... 135.0 .90 1.7 .66 .9 2.6

1990 ............................... 168.5 .68 1.5 .42 .7 2.2

1995 ............................... 267.1 .48 1.5 .29 .8 2.3

1996 ............................... 268.8 .43 1.3 .28 .8 2.1

1997 ............................... 260.9 .35 1.0 .28 .7 1.7

1998 ............................... 275.4 .33 .9 .27 .8 1.7

1999 ............................... 283.0 .29 .8 .29 .8 1.7

2000 ............................... 282.5 .30 .8 .33 .9 1.7

2001 ............................... 316.1 .31 .9 .31 1.0 1.9

2002 ............................... 343.7 .37 1.2 .35 1.2 2.4

2003 ............................... 355.9 .42 1.4 .35 1.2 2.6

2004 ............................... 367.1 .42 1.3 .40 1.5 2.8

2005 ............................... 365.7 .45 1.4 .40 1.5 2.9

2006 ............................... 362.4 .45 1.4 .45 1.6 3.0

2007 ............................... 368.3 .45 1.4 .50 1.8 3.2

2008 ............................... 383.3 .45 1.4 .55 2.1 3.5

2009 ............................... 403.1 .45 1.5 .60 2.4 3.9

2010 ............................... 406.1 .45 1.4 .60 2.4 3.9

2011 ............................... 403.7 .45 1.4 .60 2.4 3.8

2012 ............................... 412.6 .45 1.5 .60 2.5 3.9

2013 ............................... 420.7 .45 1.5 .60 2.5 4.0

2014 ............................... 428.6 .45 1.5 .60 2.6 4.0

Total

1980 ............................... 420.3 32.15 74.9 7.99 33.6 108.5

1985 ............................... 416.1 26.64 50.2 8.00 33.3 83.5

1990 ............................... 472.1 20.03 43.3 5.48 25.9 69.2

1995 ............................... 645.6 12.53 39.4 3.65 23.6 63.0

1996 ............................... 624.3 11.06 34.3 3.61 22.5 56.8

1997 ............................... 587.7 9.55 26.5 4.09 24.0 50.5

1998 ............................... 608.4 8.58 23.9 3.85 23.4 47.4

1999 ............................... 620.6 8.01 22.7 3.76 23.4 46.0

2000 ............................... 621.3 7.55 20.5 3.74 23.3 43.7

2001 ............................... 690.5 7.01 19.8 3.31 22.9 42.7

2002 ............................... 750.0 6.83 21.6 3.20 24.0 45.6

2003 ............................... 777.5 6.67 21.8 3.27 25.4 47.2

2004 ............................... 795.8 6.27 20.1 3.45 27.5 47.6

2005 ............................... 788.2 6.65 21.0 3.67 28.9 49.9

2006 ............................... 778.1 6.70 20.3 3.95 30.7 51.1

2007 ............................... 787.5 6.70 20.6 4.23 33.3 53.9

2008 ............................... 817.6 6.70 20.8 4.51 36.9 57.7

2009 ............................... 858.9 6.70 21.9 4.79 41.2 63.0

2010 ............................... 863.5 6.70 21.4 4.78 41.3 62.7

2011 ............................... 855.8 6.70 21.2 4.77 40.8 62.1

2012 ............................... 871.4 6.70 21.6 4.76 41.5 63.1

2013 ............................... 885.4 6.70 21.7 4.75 42.0 63.7

2014 ............................... 899.5 6.70 22.0 4.74 42.6 64.6

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50.
Benefit Payments

46

Sources:

• Historical award ratios computed by dividing number of awards to minor, disabled, or student children by number of awards to disabled workers.

• Future award ratios projected based on historical trend and judgment.

• Historical awards based on SSA administrative records.

• Future awards to minor, disabled, or student children computed by applying award ratios to number of disabled-worker awards.

• Awards to total children are sum of awards to minor, disabled, and student children.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Numbers in thousands]

Year

Awards to

disabled

workers

Minor children Disabled children Student children

Total children

Ratio to disabled

worker awards

(per 100) Number

Ratio to disabled

worker awards

(per 100) Number

Ratio to disabled

worker awards

(per 100) Number

1980 ..................... 420.3 55.45 233.1 1.48 6.2 34.72 145.9 385.2

1981 ..................... 381.0 53.08 202.2 1.45 5.5 36.24 138.1 345.9

1982 ..................... 336.1 45.17 151.8 1.26 4.2 31.07 104.4 260.5

1983 ..................... 428.5 35.78 153.3 1.21 5.2 16.49 70.6 229.1

1984 ..................... 410.0 42.18 172.9 1.37 5.6 15.11 61.9 240.5

1985 ..................... 416.1 45.30 188.5 1.60 6.7 13.36 55.6 250.8

1986 ..................... 424.9 46.25 196.5 1.63 6.9 12.37 52.5 256.0

1987 ..................... 420.3 45.59 191.6 1.59 6.7 12.84 54.0 252.2

1988 ..................... 415.3 47.10 195.6 1.59 6.6 14.79 61.4 263.7

1989 ..................... 430.7 45.69 196.8 1.47 6.3 13.17 56.7 259.8

1990 ..................... 472.1 45.80 216.2 1.39 6.6 12.37 58.4 281.2

1991 ..................... 540.8 46.13 249.5 1.39 7.5 11.12 60.2 317.2

1992 ..................... 642.1 47.57 305.4 1.48 9.5 10.27 65.9 380.9

1993 ..................... 637.4 49.62 316.3 1.60 10.2 11.12 70.9 397.4

1994 ..................... 631.9 51.57 325.8 1.54 9.7 11.72 74.1 409.6

1995 ..................... 645.6 48.68 314.3 1.51 9.7 11.71 75.6 399.7

1996 ..................... 624.3 49.69 310.2 1.49 9.3 12.26 76.5 396.1

1997 ..................... 587.7 47.18 277.3 1.44 8.5 12.90 75.8 361.6

1998 ..................... 608.4 45.87 279.1 1.49 9.1 13.54 82.4 370.5

1999 ..................... 620.6 45.60 283.0 1.58 9.8 13.58 84.3 377.1

2000 ..................... 621.3 43.62 271.0 1.55 9.6 13.11 81.4 362.0

2001 ..................... 690.5 40.92 282.5 1.39 9.6 11.80 81.5 373.6

2002 ..................... 750.0 42.25 316.9 1.47 11.0 12.25 91.9 419.8

2003 ..................... 777.5 41.96 326.2 1.58 12.3 12.41 96.4 435.0

2004 ..................... 795.8 40.33 320.9 1.53 12.2 12.64 100.6 433.7

2005 ..................... 788.2 40.00 315.3 1.50 11.8 12.75 100.5 427.6

2006 ..................... 778.1 39.00 303.5 1.50 11.7 13.25 103.1 418.3

2007 ..................... 787.5 39.00 307.1 1.50 11.8 13.50 106.3 425.2

2008 ..................... 817.6 38.00 310.7 1.50 12.3 13.75 112.4 435.4

2009 ..................... 858.9 38.00 326.4 1.50 12.9 14.00 120.2 459.5

2010 ..................... 863.5 37.00 319.5 1.50 13.0 14.00 120.9 453.3

2011 ..................... 855.8 37.00 316.6 1.50 12.8 14.00 119.8 449.3

2012 ..................... 871.4 37.00 322.4 1.50 13.1 14.00 122.0 457.5

2013 ..................... 885.4 36.50 323.2 1.50 13.3 14.00 124.0 460.4

2014 ..................... 899.5 36.50 328.3 1.50 13.5 14.00 125.9 467.7
DI Numbers

47

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980................ 1,948.3 291.2 145.45 304.5 1,934.9 4.64 9.0 1,925.9

1981................ 1,934.9 264.7 154.83 320.1 1,879.5 7.19 13.5 1,866.0

1982................ 1,879.5 233.6 176.92 353.2 1,759.9 10.38 18.3 1,741.6

1983................ 1,759.9 296.5 163.06 311.1 1,745.3 10.71 18.7 1,726.6

1984................ 1,745.3 280.3 139.33 262.7 1,762.8 10.81 19.1 1,743.8

1985................ 1,762.8 281.1 126.89 241.5 1,802.4 11.47 20.7 1,781.7

1986................ 1,802.4 284.4 123.91 240.9 1,845.8 12.09 22.3 1,823.5

1987................ 1,845.8 279.0 124.66 247.5 1,877.3 12.58 23.6 1,853.7

1988................ 1,877.3 273.2 123.98 249.7 1,900.9 14.46 27.5 1,873.4

1989................ 1,900.9 278.8 119.67 244.2 1,935.5 17.05 33.0 1,902.5

1990................ 1,935.5 303.6 115.54 241.2 1,997.9 17.19 34.3 1,963.6

1991................ 1,997.9 343.4 111.56 242.0 2,099.3 16.79 35.2 2,064.1

1992................ 2,099.3 402.7 108.62 249.9 2,252.1 15.92 35.8 2,216.3

1993................ 2,252.1 394.4 104.19 255.2 2,391.3 15.95 38.1 2,353.2

1994................ 2,391.3 381.4 100.86 260.4 2,512.3 17.25 43.3 2,469.0

1995................ 2,512.3 378.5 101.32 273.7 2,617.1 20.57 53.8 2,563.3

1996................ 2,617.1 355.5 96.02 268.4 2,704.2 24.31 65.7 2,638.5

1997................ 2,704.2 326.8 106.51 305.4 2,725.6 23.96 65.3 2,660.3

1998................ 2,725.6 333.0 88.88 257.1 2,801.6 25.10 70.3 2,731.3

1999................ 2,801.6 337.5 91.45 271.6 2,867.5 25.57 73.3 2,794.2

2000................ 2,867.5 338.8 93.06 282.6 2,923.7 24.54 71.7 2,851.9

2001................ 2,923.7 374.4 89.01 276.9 3,021.1 24.31 73.4 2,947.7

2002................ 3,021.1 406.3 88.85 286.5 3,141.0 23.50 73.8 3,067.1

2003................ 3,141.0 421.6 80.18 268.7 3,293.8 22.00 72.4 3,221.4

2004................ 3,293.8 428.7 78.18 274.3 3,448.2 21.62 74.5 3,373.7

2005-I............. 3,448.2 107.3 20.92 73.3 3,482.3 21.70 75.6 3,406.7

2005-II............ 3,482.3 107.3 20.31 71.8 3,517.8 21.79 76.6 3,441.2

2005-III .......... 3,517.8 107.3 20.11 71.8 3,553.3 21.87 77.7 3,475.6

2005-IV .......... 3,553.3 100.6 19.53 70.4 3,583.5 21.95 78.7 3,504.8

2006-I............. 3,583.5 105.6 20.97 76.2 3,612.9 21.86 79.0 3,533.9

2006-II............ 3,612.9 105.6 20.39 74.8 3,643.7 21.76 79.3 3,564.4

2006-III .......... 3,643.7 105.6 20.22 74.8 3,674.5 21.66 79.6 3,595.0

2006-IV .......... 3,674.5 98.9 19.67 73.3 3,700.2 21.56 79.8 3,620.5

2007-I............. 3,700.2 106.5 21.23 79.7 3,727.0 21.46 80.0 3,647.0

2007-II............ 3,727.0 106.5 20.67 78.1 3,755.4 21.36 80.2 3,675.2

2007-III .......... 3,755.4 106.5 20.51 78.1 3,783.7 21.25 80.4 3,703.3

2007-IV .......... 3,783.7 99.8 19.97 76.6 3,806.9 21.15 80.5 3,726.4

2008-I............. 3,806.9 110.3 21.86 84.4 3,832.8 21.06 80.7 3,752.1

2008-II............ 3,832.8 110.3 21.28 82.7 3,860.4 20.98 81.0 3,779.4

2008-III .......... 3,860.4 110.3 21.13 82.7 3,887.9 20.89 81.2 3,806.7

2008-IV .......... 3,887.9 103.4 20.58 81.1 3,910.2 20.80 81.3 3,828.9

2009-I............. 3,910.2 115.8 23.81 94.5 3,931.5 20.76 81.6 3,849.9

2009-II............ 3,931.5 115.8 23.22 92.6 3,954.6 20.71 81.9 3,872.8

2009-III .......... 3,954.6 115.8 23.08 92.6 3,977.8 20.66 82.2 3,895.6

2009-IV .......... 3,977.8 108.5 22.51 90.8 3,995.5 20.61 82.3 3,913.1

2010-I............. 3,995.5 116.2 23.75 96.3 4,015.4 20.54 82.5 3,932.9

2010-II............ 4,015.4 116.2 23.17 94.4 4,037.2 20.48 82.7 3,954.5

2010-III .......... 4,037.2 116.2 23.04 94.4 4,059.0 20.42 82.9 3,976.1

2010-IV .......... 4,059.0 108.8 22.48 92.5 4,075.4 20.35 82.9 3,992.4

2011-I ............. 4,075.4 114.8 23.19 95.9 4,094.3 20.27 83.0 4,011.3

2011-II............ 4,094.3 114.8 22.63 94.0 4,115.2 20.19 83.1 4,032.1

2011-III .......... 4,115.2 114.8 22.52 94.0 4,136.0 20.11 83.2 4,052.8

2011-IV .......... 4,136.0 107.6 21.98 92.1 4,151.5 20.03 83.2 4,068.3

2012-I............. 4,151.5 116.5 24.46 103.0 4,165.0 19.97 83.2 4,081.9

2012-II............ 4,165.0 116.5 23.91 101.0 4,180.6 19.91 83.2 4,097.4

2012-III .......... 4,180.6 116.5 23.82 101.0 4,196.2 19.85 83.3 4,112.9

2012-IV .......... 4,196.2 109.2 23.28 98.9 4,206.5 19.80 83.3 4,123.2

2013-I............. 4,206.5 118.1 25.30 107.9 4,216.6 19.75 83.3 4,133.3

2013-II............ 4,216.6 118.1 24.75 105.8 4,228.8 19.71 83.3 4,145.5

2013-III .......... 4,228.8 118.1 24.68 105.8 4,241.0 19.67 83.4 4,157.6

2013-IV .......... 4,241.0 110.6 24.14 103.7 4,247.9 19.62 83.4 4,164.6

2014-I............. 4,247.9 119.6 25.13 108.3 4,259.3 19.58 83.4 4,175.9

2014-II............ 4,259.3 119.6 24.58 106.1 4,272.8 19.53 83.5 4,189.3

2014-III .......... 4,272.8 119.6 24.50 106.1 4,286.2 19.49 83.5 4,202.7

2014-IV .......... 4,286.2 112.1 23.96 104.0 4,294.3 19.45 83.5 4,210.8
Benefit Payments

48

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980 ............... 934.4 129.1 130.23 130.1 933.4 3.14 2.9 930.4

1981 ............... 933.4 116.4 141.27 140.1 909.6 4.30 3.9 905.7

1982 ............... 909.6 102.5 154.98 148.9 863.2 6.42 5.5 857.7

1983 ............... 863.2 132.0 163.32 151.8 843.4 7.00 5.9 837.5

1984 ............... 843.4 129.7 130.87 118.9 854.3 6.84 5.8 848.4

1985 ............... 854.3 135.0 120.80 111.4 877.9 7.39 6.5 871.4

1986 ............... 877.9 140.5 116.46 110.4 908.0 7.58 6.9 901.1

1987 ............... 908.0 141.3 115.92 113.4 935.9 8.41 7.9 928.0

1988 ............... 935.9 142.1 114.64 115.4 962.5 10.23 9.8 952.7

1989 ............... 962.5 151.9 109.27 113.5 1,001.0 12.86 12.9 988.1

1990 ............... 1,001.0 168.5 104.05 112.9 1,056.5 12.73 13.5 1,043.1

1991 ............... 1,056.5 197.4 98.19 113.4 1,140.5 12.26 14.0 1,126.5

1992 ............... 1,140.5 239.4 93.57 117.9 1,261.9 11.51 14.5 1,247.4

1993 ............... 1,261.9 243.0 87.73 121.4 1,383.5 11.34 15.7 1,367.9

1994 ............... 1,383.5 250.4 84.26 127.1 1,506.9 11.75 17.7 1,489.1

1995 ............... 1,506.9 267.1 83.90 137.6 1,636.3 12.46 20.4 1,615.9

1996 ............... 1,636.3 268.8 80.25 142.1 1,763.0 13.17 23.2 1,739.8

1997 ............... 1,763.0 260.9 83.56 158.2 1,865.7 13.56 25.3 1,840.4

1998 ............... 1,865.7 275.4 76.36 153.0 1,988.0 14.27 28.4 1,959.7

1999 ............... 1,988.0 283.0 77.38 164.8 2,106.3 14.36 30.2 2,076.0

2000 ............... 2,106.3 282.5 78.36 176.1 2,212.7 13.09 29.0 2,183.7

2001 ............... 2,212.7 316.1 75.17 178.2 2,350.6 12.97 30.5 2,320.1

2002 ............... 2,350.6 343.7 75.65 190.8 2,503.5 12.45 31.2 2,472.3

2003 ............... 2,503.5 355.9 67.89 182.0 2,677.3 11.22 30.0 2,647.2

2004 ............... 2,677.3 367.1 65.95 188.7 2,855.7 10.92 31.2 2,824.5

2005-I............. 2,855.7 92.9 17.73 51.4 2,897.1 11.06 32.0 2,865.1

2005-II ........... 2,897.1 92.9 17.13 50.4 2,939.6 11.20 32.9 2,906.7

2005-III.......... 2,939.6 92.9 16.89 50.4 2,982.0 11.34 33.8 2,948.2

2005-IV.......... 2,982.0 87.0 16.34 49.4 3,019.6 11.48 34.6 2,985.0

2006-I............. 3,019.6 92.0 17.84 54.7 3,057.0 11.44 35.0 3,022.1

2006-II ........... 3,057.0 92.0 17.28 53.6 3,095.5 11.40 35.3 3,060.2

2006-III.......... 3,095.5 92.0 17.06 53.6 3,133.9 11.36 35.6 3,098.3

2006-IV.......... 3,133.9 86.3 16.54 52.5 3,167.6 11.32 35.9 3,131.8

2007-I............. 3,167.6 93.6 18.10 58.2 3,203.0 11.27 36.1 3,166.9

2007-II ........... 3,203.0 93.6 17.55 57.0 3,239.5 11.23 36.4 3,203.2

2007-III.......... 3,239.5 93.6 17.35 57.0 3,276.1 11.18 36.6 3,239.4

2007-IV.......... 3,276.1 87.7 16.84 55.9 3,307.8 11.14 36.8 3,271.0

2008-I............. 3,307.8 97.4 18.76 63.0 3,342.2 11.10 37.1 3,305.1

2008-II ........... 3,342.2 97.4 18.20 61.7 3,377.9 11.06 37.4 3,340.5

2008-III.......... 3,377.9 97.4 18.01 61.7 3,413.5 11.03 37.6 3,375.9

2008-IV.......... 3,413.5 91.2 17.49 60.5 3,444.3 10.99 37.9 3,406.4

2009-I............. 3,444.3 102.4 20.71 72.4 3,474.3 10.98 38.1 3,436.1

2009-II ........... 3,474.3 102.4 20.13 71.0 3,505.7 10.96 38.4 3,467.3

2009-III.......... 3,505.7 102.4 19.95 71.0 3,537.1 10.94 38.7 3,498.4

2009-IV.......... 3,537.1 95.9 19.40 69.6 3,563.5 10.92 38.9 3,524.6

2010-I............. 3,563.5 103.2 20.62 74.5 3,592.1 10.89 39.1 3,553.0

2010-II ........... 3,592.1 103.2 20.06 73.1 3,622.2 10.87 39.4 3,582.8

2010-III.......... 3,622.2 103.2 19.89 73.1 3,652.3 10.84 39.6 3,612.7

2010-IV.......... 3,652.3 96.7 19.35 71.6 3,677.3 10.82 39.8 3,637.5

2011-I............. 3,677.3 102.6 20.01 74.6 3,705.2 10.78 39.9 3,665.3

2011-II ........... 3,705.2 102.6 19.48 73.2 3,734.6 10.74 40.1 3,694.5

2011-III.......... 3,734.6 102.6 19.32 73.2 3,764.0 10.70 40.3 3,723.8

2011-IV.......... 3,764.0 96.1 18.81 71.7 3,788.4 10.66 40.4 3,748.0

2012-I............. 3,788.4 104.8 21.26 81.7 3,811.6 10.63 40.5 3,771.0

2012-II ........... 3,811.6 104.8 20.72 80.1 3,836.3 10.60 40.7 3,795.6

2012-III.......... 3,836.3 104.8 20.59 80.1 3,861.0 10.57 40.8 3,820.2

2012-IV.......... 3,861.0 98.2 20.06 78.5 3,880.8 10.54 40.9 3,839.9

2013-I............. 3,880.8 106.9 22.10 86.9 3,900.7 10.52 41.0 3,859.7

2013-II ........... 3,900.7 106.9 21.55 85.2 3,922.3 10.50 41.2 3,881.2

2013-III.......... 3,922.3 106.9 21.44 85.2 3,944.0 10.48 41.3 3,902.6

2013-IV.......... 3,944.0 100.1 20.91 83.5 3,960.6 10.45 41.4 3,919.2

2014-I............. 3,960.6 108.9 21.99 88.3 3,981.2 10.43 41.5 3,939.6

2014-II ........... 3,981.2 108.9 21.44 86.5 4,003.5 10.41 41.7 3,961.8

2014-III.......... 4,003.5 108.9 21.33 86.5 4,025.8 10.39 41.8 3,984.0

2014-IV.......... 4,025.8 102.0 20.80 84.8 4,043.0 10.37 41.9 4,001.1
DI Numbers

49

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 2005 Trustees Report intermediate set of assumptions.

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

and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980................ 2,882.6 420.3 140.53 434.6 2,868.3 4.15 11.9 2,856.4

1981................ 2,868.3 381.0 150.44 460.2 2,789.1 6.25 17.4 2,771.7

1982................ 2,789.1 336.1 169.79 502.1 2,623.1 9.07 23.8 2,599.3

1983................ 2,623.1 428.5 163.14 462.9 2,588.7 9.50 24.6 2,564.1

1984................ 2,588.7 410.0 136.58 381.6 2,617.1 9.51 24.9 2,592.2

1985................ 2,617.1 416.1 124.91 352.9 2,680.3 10.13 27.2 2,653.1

1986................ 2,680.3 424.9 121.47 351.4 2,753.8 10.60 29.2 2,724.6

1987................ 2,753.8 420.3 121.77 360.9 2,813.2 11.19 31.5 2,781.7

1988................ 2,813.2 415.3 120.87 365.1 2,863.4 13.04 37.3 2,826.1

1989................ 2,863.4 430.7 116.16 357.6 2,936.4 15.62 45.9 2,890.6

1990................ 2,936.4 472.1 111.61 354.1 3,054.5 15.64 47.8 3,006.7

1991................ 3,054.5 540.8 106.91 355.5 3,239.8 15.19 49.2 3,190.6

1992................ 3,239.8 642.1 103.29 367.8 3,514.1 14.33 50.4 3,463.7

1993................ 3,514.1 637.4 98.25 376.6 3,774.9 14.26 53.8 3,721.1

1994................ 3,774.9 631.9 94.74 387.6 4,019.2 15.19 61.0 3,958.2

1995................ 4,019.2 645.6 94.74 411.4 4,253.5 17.45 74.2 4,179.3

1996................ 4,253.5 624.3 89.91 410.5 4,467.3 19.91 88.9 4,378.3

1997................ 4,467.3 587.7 97.39 463.7 4,591.3 19.73 90.6 4,500.7

1998................ 4,591.3 608.4 83.76 410.0 4,789.6 20.61 98.7 4,690.9

1999................ 4,789.6 620.6 85.58 436.4 4,973.8 20.82 103.6 4,870.2

2000................ 4,973.8 621.3 86.81 458.7 5,136.4 19.61 100.7 5,035.6

2001................ 5,136.4 690.5 83.03 455.1 5,371.7 19.35 103.9 5,267.8

2002................ 5,371.7 750.0 83.06 477.3 5,644.4 18.60 105.0 5,539.4

2003................ 5,644.4 777.5 74.72 450.8 5,971.1 17.16 102.5 5,868.6

2004................ 5,971.1 795.8 72.69 462.9 6,303.9 16.77 105.7 6,198.2

2005-I............. 6,303.9 200.2 19.47 124.7 6,379.4 16.87 107.6 6,271.8

2005-II............ 6,379.4 200.2 18.87 122.3 6,457.4 16.96 109.5 6,347.9

2005-III .......... 6,457.4 200.2 18.65 122.3 6,535.4 17.06 111.5 6,423.8

2005-IV .......... 6,535.4 187.6 18.07 119.8 6,603.1 17.16 113.3 6,489.8

2006-I............. 6,603.1 197.6 19.54 130.9 6,669.9 17.08 113.9 6,555.9

2006-II............ 6,669.9 197.6 18.96 128.4 6,739.2 17.00 114.6 6,624.6

2006-III .......... 6,739.2 197.6 18.77 128.4 6,808.4 16.92 115.2 6,693.3

2006-IV .......... 6,808.4 185.2 18.23 125.8 6,867.9 16.84 115.6 6,752.2

2007-I............. 6,867.9 200.0 19.79 137.9 6,930.0 16.75 116.1 6,813.9

2007-II............ 6,930.0 200.0 19.23 135.2 6,994.9 16.67 116.6 6,878.3

2007-III .......... 6,994.9 200.0 19.05 135.2 7,059.8 16.58 117.0 6,942.7

2007-IV .......... 7,059.8 187.4 18.52 132.5 7,114.7 16.49 117.3 6,997.4

2008-I............. 7,114.7 207.7 20.41 147.4 7,175.0 16.42 117.8 7,057.2

2008-II............ 7,175.0 207.7 19.85 144.5 7,238.2 16.35 118.4 7,119.9

2008-III .......... 7,238.2 207.7 19.68 144.5 7,301.4 16.28 118.9 7,182.6

2008-IV .......... 7,301.4 194.6 19.14 141.6 7,354.5 16.21 119.2 7,235.2

2009-I............. 7,354.5 218.2 22.36 166.9 7,405.7 16.17 119.7 7,286.0

2009-II............ 7,405.7 218.2 21.77 163.6 7,460.3 16.12 120.3 7,340.0

2009-III .......... 7,460.3 218.2 21.61 163.6 7,514.9 16.08 120.9 7,394.0

2009-IV .......... 7,514.9 204.4 21.05 160.3 7,559.0 16.04 121.2 7,437.7

2010-I............. 7,559.0 219.3 22.27 170.8 7,607.5 15.99 121.6 7,485.9

2010-II............ 7,607.5 219.3 21.70 167.4 7,659.4 15.93 122.0 7,537.3

2010-III .......... 7,659.4 219.3 21.55 167.4 7,711.3 15.88 122.5 7,588.8

2010-IV .......... 7,711.3 205.5 21.00 164.1 7,752.7 15.83 122.7 7,630.0

2011-I ............. 7,752.7 217.4 21.69 170.5 7,799.6 15.76 122.9 7,676.6

2011-II............ 7,799.6 217.4 21.13 167.1 7,849.8 15.69 123.2 7,726.6

2011-III .......... 7,849.8 217.4 21.00 167.1 7,900.0 15.63 123.5 7,776.6

2011-IV .......... 7,900.0 203.7 20.47 163.8 7,939.9 15.56 123.5 7,816.4

2012-I............. 7,939.9 221.3 22.93 184.6 7,976.6 15.51 123.7 7,852.9

2012-II............ 7,976.6 221.3 22.38 181.0 8,016.9 15.46 123.9 7,893.0

2012-III .......... 8,016.9 221.3 22.27 181.0 8,057.2 15.41 124.1 7,933.1

2012-IV .......... 8,057.2 207.4 21.74 177.4 8,087.2 15.36 124.2 7,963.1

2013-I............. 8,087.2 224.9 23.77 194.9 8,117.3 15.32 124.3 7,993.0

2013-II............ 8,117.3 224.9 23.21 191.0 8,151.1 15.28 124.5 8,026.6

2013-III .......... 8,151.1 224.9 23.12 191.0 8,185.0 15.24 124.7 8,060.3

2013-IV .......... 8,185.0 210.7 22.58 187.2 8,208.5 15.20 124.8 8,083.8

2014-I............. 8,208.5 228.5 23.61 196.5 8,240.5 15.16 124.9 8,115.5

2014-II............ 8,240.5 228.5 23.06 192.7 8,276.3 15.12 125.1 8,151.1

2014-III .......... 8,276.3 228.5 22.96 192.7 8,312.0 15.08 125.4 8,186.7

2014-IV .......... 8,312.0 214.1 22.43 188.8 8,337.3 15.04 125.4 8,211.9
Benefit Payments

50

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980 ............... 415.6 74.9 198.05 89.7 400.8 39.78 15.9 384.8

1981 ............... 400.8 64.3 221.35 95.8 369.2 47.13 17.4 351.8

1982 ............... 369.2 45.5 266.01 104.3 310.4 65.06 20.2 290.2

1983 ............... 310.4 43.7 318.53 105.8 248.3 73.86 18.3 229.9

1984 ............... 248.3 46.4 192.13 52.2 242.5 73.22 17.8 224.8

1985 ............... 242.5 48.5 174.99 46.7 244.4 74.78 18.3 226.1

1986 ............... 244.4 47.7 193.86 52.0 240.1 80.02 19.2 220.9

1987 ............... 240.1 43.3 196.58 51.5 231.9 87.20 20.2 211.7

1988 ............... 231.9 42.6 196.93 49.9 224.6 92.84 20.9 203.8

1989 ............... 224.6 40.2 184.99 45.3 219.6 98.66 21.7 197.9

1990 ............... 219.6 41.8 179.40 43.2 218.3 102.97 22.5 195.8

1991 ............... 218.3 45.5 177.04 42.7 221.1 102.50 22.7 198.5

1992 ............... 221.1 49.8 173.26 42.6 228.3 107.64 24.6 203.7

1993 ............... 228.3 46.3 169.55 42.6 231.9 107.52 24.9 207.0

1994 ............... 231.9 42.7 165.24 41.9 232.8 111.41 25.9 206.9

1995 ............... 232.8 37.9 167.82 42.2 228.4 116.45 26.6 201.8

1996 ............... 228.4 33.0 167.08 40.9 220.5 244.46 53.9 166.6

1997 ............... 220.5 25.5 173.97 40.6 205.4 266.65 54.8 150.6

1998 ............... 205.4 23.0 164.76 35.7 192.7 301.62 58.1 134.6

1999 ............... 192.7 21.8 169.14 34.4 180.1 323.10 58.2 121.9

2000 ............... 180.1 19.7 168.03 31.9 167.8 333.10 55.9 111.9

2001 ............... 167.8 18.9 165.08 29.3 157.5 337.98 53.2 104.3

2002 ............... 157.5 20.5 173.35 29.1 148.9 334.62 49.8 99.1

2003 ............... 148.9 20.4 169.35 26.9 142.4 332.36 47.3 95.0

2004 ............... 142.4 18.8 177.25 26.9 134.2 328.48 44.1 90.1

2005-I............. 134.2 5.0 45.00 6.2 133.1 327.43 43.6 89.5

2005-II ........... 133.1 5.0 45.00 6.1 131.9 326.37 43.1 88.9

2005-III.......... 131.9 5.0 45.00 6.0 130.8 325.31 42.6 88.3

2005-IV.......... 130.8 4.7 45.00 6.0 129.5 324.26 42.0 87.5

2006-I............. 129.5 4.8 45.00 5.9 128.4 323.20 41.5 86.9

2006-II ........... 128.4 4.8 45.00 5.9 127.3 322.15 41.0 86.3

2006-III.......... 127.3 4.8 45.00 5.8 126.3 321.09 40.6 85.7

2006-IV.......... 126.3 4.5 45.00 5.8 125.0 320.03 40.0 85.0

2007-I............. 125.0 4.9 45.00 5.7 124.2 318.98 39.6 84.6

2007-II ........... 124.2 4.9 45.00 5.7 123.3 317.92 39.2 84.1

2007-III.......... 123.3 4.9 45.00 5.7 122.6 316.86 38.8 83.7

2007-IV.......... 122.6 4.6 45.00 5.6 121.5 315.81 38.4 83.1

2008-I............. 121.5 4.9 45.00 5.6 120.9 314.75 38.0 82.8

2008-II ........... 120.9 4.9 45.00 5.6 120.2 313.69 37.7 82.5

2008-III.......... 120.2 4.9 45.00 5.5 119.7 312.64 37.4 82.2

2008-IV.......... 119.7 4.6 45.00 5.5 118.8 311.58 37.0 81.8

2009-I............. 118.8 5.2 45.00 5.5 118.5 310.52 36.8 81.7

2009-II ........... 118.5 5.2 45.00 5.4 118.2 309.47 36.6 81.6

2009-III.......... 118.2 5.2 45.00 5.4 118.0 308.41 36.4 81.6

2009-IV.......... 118.0 4.9 45.00 5.4 117.4 307.36 36.1 81.3

2010-I............. 117.4 5.1 45.00 5.4 117.1 306.30 35.9 81.2

2010-II ........... 117.1 5.1 45.00 5.4 116.8 305.24 35.6 81.1

2010-III.......... 116.8 5.1 45.00 5.4 116.5 304.19 35.4 81.0

2010-IV.......... 116.5 4.8 45.00 5.3 115.9 303.13 35.1 80.8

2011-I............. 115.9 5.0 45.00 5.3 115.6 302.07 34.9 80.7

2011-II ........... 115.6 5.0 45.00 5.3 115.3 301.02 34.7 80.6

2011-III.......... 115.3 5.0 45.00 5.3 115.0 299.96 34.5 80.5

2011-IV.......... 115.0 4.7 45.00 5.3 114.4 298.90 34.2 80.2

2012-I............. 114.4 5.1 45.00 5.3 114.3 297.85 34.0 80.3

2012-II ........... 114.3 5.1 45.00 5.3 114.2 296.79 33.9 80.3

2012-III.......... 114.2 5.1 45.00 5.3 114.0 295.73 33.7 80.3

2012-IV.......... 114.0 4.8 45.00 5.2 113.6 294.68 33.5 80.1

2013-I............. 113.6 5.1 45.00 5.2 113.5 293.62 33.3 80.2

2013-II ........... 113.5 5.1 45.00 5.2 113.4 292.57 33.2 80.2

2013-III.......... 113.4 5.1 45.00 5.2 113.3 291.51 33.0 80.3

2013-IV.......... 113.3 4.8 45.00 5.2 112.9 290.45 32.8 80.1

2014-I............. 112.9 5.2 45.00 5.2 112.9 289.40 32.7 80.2

2014-II ........... 112.9 5.2 45.00 5.2 112.9 288.34 32.6 80.4

2014-III.......... 112.9 5.2 45.00 5.2 112.9 287.28 32.4 80.5

2014-IV.......... 112.9 4.9 45.00 5.2 112.6 286.23 32.2 80.4
DI Numbers

51

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.A27.—DI Young Husbands1 of Disabled Workers With Benefits In Force, 

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

(Calendar years 1983-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1983................ 2/ 2.4 213.23 0.3 2.1 36.30 0.1 2.1

1984................ 2.1 2.6 259.21 .9 3.8 151.54 .6 3.3

1985................ 3.8 1.7 155.58 .7 4.8 192.54 .9 3.9

1986................ 4.8 1.7 158.26 .9 5.6 218.04 1.2 4.4

1987................ 5.6 1.8 187.01 1.2 6.2 230.23 1.4 4.7

1988................ 6.2 1.7 186.40 1.3 6.5 237.07 1.5 5.0

1989................ 6.5 1.3 166.48 1.2 6.6 246.79 1.6 5.0

1990................ 6.6 1.5 164.62 1.2 6.9 252.90 1.7 5.1

1991................ 6.9 1.8 164.32 1.3 7.4 253.50 1.9 5.5

1992................ 7.4 2.0 158.58 1.3 8.1 257.87 2.1 6.0

1993................ 8.1 1.9 167.16 1.5 8.5 269.94 2.3 6.2

1994................ 8.5 1.7 165.30 1.6 8.7 274.48 2.4 6.3

1995................ 8.7 1.5 164.80 1.6 8.7 279.14 2.4 6.2

1996................ 8.7 1.3 160.94 1.5 8.5 550.28 4.7 3.8

1997................ 8.5 1.0 159.98 1.4 8.0 579.83 4.7 3.4

1998................ 8.0 .9 170.43 1.4 7.5 628.72 4.7 2.8

1999................ 7.5 .8 180.44 1.4 6.9 649.97 4.5 2.4

2000................ 6.9 .8 167.70 1.2 6.5 672.79 4.4 2.1

2001................ 6.5 .9 156.59 1.1 6.3 675.01 4.2 2.0

2002................ 6.3 1.2 194.24 1.3 6.1 672.24 4.1 2.0

2003................ 6.1 1.4 200.97 1.4 6.1 676.56 4.1 2.0

2004................ 6.1 1.3 246.18 1.7 5.8 671.93 3.9 1.9

2005-I............. 5.8 .4 52.50 .3 5.8 671.32 3.9 1.9

2005-II............ 5.8 .4 52.50 .3 5.9 670.71 3.9 1.9

2005-III .......... 5.9 .4 52.50 .3 5.9 670.09 4.0 1.9

2005-IV .......... 5.9 .3 52.50 .3 5.9 669.48 4.0 2.0

2006-I............. 5.9 .3 52.50 .3 5.9 668.87 4.0 2.0

2006-II............ 5.9 .3 52.50 .3 6.0 668.26 4.0 2.0

2006-III .......... 6.0 .3 52.50 .3 6.0 667.65 4.0 2.0

2006-IV .......... 6.0 .3 52.50 .3 6.0 667.03 4.0 2.0

2007-I............. 6.0 .4 52.50 .3 6.0 666.42 4.0 2.0

2007-II............ 6.0 .4 52.50 .3 6.1 665.81 4.0 2.0

2007-III .......... 6.1 .4 52.50 .3 6.1 665.20 4.0 2.0

2007-IV .......... 6.1 .3 52.50 .3 6.1 664.59 4.0 2.0

2008-I............. 6.1 .4 52.50 .3 6.1 663.97 4.1 2.1

2008-II............ 6.1 .4 52.50 .3 6.1 663.36 4.1 2.1

2008-III .......... 6.1 .4 52.50 .3 6.2 662.75 4.1 2.1

2008-IV .......... 6.2 .3 52.50 .3 6.2 662.14 4.1 2.1

2009-I............. 6.2 .4 52.50 .3 6.2 661.53 4.1 2.1

2009-II............ 6.2 .4 52.50 .3 6.2 660.91 4.1 2.1

2009-III .......... 6.2 .4 52.50 .3 6.3 660.30 4.1 2.1

2009-IV .......... 6.3 .4 52.50 .3 6.3 659.69 4.1 2.1

2010-I............. 6.3 .4 52.50 .3 6.3 659.08 4.2 2.2

2010-II............ 6.3 .4 52.50 .3 6.3 658.47 4.2 2.2

2010-III .......... 6.3 .4 52.50 .3 6.4 657.85 4.2 2.2

2010-IV .......... 6.4 .3 52.50 .3 6.4 657.24 4.2 2.2

2011-I ............. 6.4 .4 52.50 .3 6.4 656.63 4.2 2.2

2011-II............ 6.4 .4 52.50 .3 6.4 656.02 4.2 2.2

2011-III .......... 6.4 .4 52.50 .3 6.4 655.40 4.2 2.2

2011-IV .......... 6.4 .3 52.50 .3 6.4 654.79 4.2 2.2

2012-I............. 6.4 .4 52.50 .3 6.4 654.18 4.2 2.2

2012-II............ 6.4 .4 52.50 .3 6.4 653.57 4.2 2.2

2012-III .......... 6.4 .4 52.50 .3 6.5 652.96 4.2 2.2

2012-IV .......... 6.5 .3 52.50 .3 6.5 652.34 4.2 2.2

2013-I............. 6.5 .4 52.50 .3 6.5 651.73 4.2 2.3

2013-II............ 6.5 .4 52.50 .4 6.5 651.12 4.2 2.3

2013-III .......... 6.5 .4 52.50 .4 6.5 650.51 4.2 2.3

2013-IV .......... 6.5 .3 52.50 .4 6.5 649.90 4.2 2.3

2014-I............. 6.5 .4 52.50 .4 6.5 649.28 4.2 2.3

2014-II............ 6.5 .4 52.50 .4 6.6 648.67 4.3 2.3

2014-III .......... 6.6 .4 52.50 .4 6.6 648.06 4.3 2.3

2014-IV .......... 6.6 .4 52.50 .4 6.6 647.45 4.3 2.3

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50.
Benefit Payments

52

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.A28.—DI Aged Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980 ............... 75.9 32.6 352.82 32.5 76.0 9.95 0.8 75.2

1981 ............... 76.0 30.4 341.83 31.2 75.2 10.94 .8 74.4

1982 ............... 75.2 31.5 348.89 31.7 75.0 15.86 1.2 73.8

1983 ............... 75.0 33.1 351.99 32.2 75.9 19.84 1.5 74.4

1984 ............... 75.9 31.9 346.34 31.8 76.0 21.07 1.6 74.4

1985 ............... 76.0 32.4 353.28 32.6 75.8 23.55 1.8 74.0

1986 ............... 75.8 32.1 351.10 32.2 75.6 23.67 1.8 73.8

1987 ............... 75.6 30.5 344.36 31.3 74.9 25.12 1.9 73.0

1988 ............... 74.9 28.3 343.00 30.5 72.7 27.54 2.0 70.7

1989 ............... 72.7 26.3 348.25 29.9 69.1 28.08 1.9 67.2

1990 ............... 69.1 25.2 350.56 28.6 65.6 30.98 2.0 63.6

1991 ............... 65.6 24.4 348.82 27.1 62.9 32.26 2.0 60.9

1992 ............... 62.9 25.4 352.90 26.7 61.6 33.38 2.1 59.5

1993 ............... 61.6 25.5 361.42 26.9 60.2 35.81 2.2 58.1

1994 ............... 60.2 24.2 358.77 25.9 58.5 36.58 2.1 56.3

1995 ............... 58.5 22.8 361.33 25.3 56.0 38.58 2.2 53.9

1996 ............... 56.0 21.7 356.38 23.8 53.9 40.10 2.2 51.8

1997 ............... 53.9 23.3 364.08 23.9 53.4 39.44 2.1 51.3

1998 ............... 53.4 22.7 356.58 23.1 53.0 41.78 2.2 50.8

1999 ............... 53.0 22.5 360.79 23.2 52.3 41.30 2.2 50.2

2000 ............... 52.3 22.3 367.97 23.4 51.3 41.43 2.1 49.2

2001 ............... 51.3 21.9 360.72 22.4 50.7 41.84 2.1 48.6

2002 ............... 50.7 22.8 367.17 22.8 50.7 45.02 2.3 48.4

2003 ............... 50.7 24.2 330.85 20.8 54.1 47.52 2.6 51.5

2004 ............... 54.1 26.0 279.25 18.7 61.3 52.05 3.2 58.2

2005-I............. 61.3 7.0 81.00 5.3 63.1 51.72 3.3 59.8

2005-II ........... 63.1 7.0 81.00 5.4 64.7 51.39 3.3 61.3

2005-III.......... 64.7 7.0 81.00 5.5 66.1 51.06 3.4 62.7

2005-IV.......... 66.1 6.5 81.00 5.6 67.0 50.73 3.4 63.6

2006-I............. 67.0 7.4 81.00 5.7 68.7 50.39 3.5 65.2

2006-II ........... 68.7 7.4 81.00 5.9 70.2 50.06 3.5 66.7

2006-III.......... 70.2 7.4 81.00 6.0 71.6 49.73 3.6 68.1

2006-IV.......... 71.6 6.9 81.00 6.1 72.5 49.40 3.6 68.9

2007-I............. 72.5 8.0 81.00 6.2 74.3 49.07 3.6 70.6

2007-II ........... 74.3 8.0 81.00 6.3 75.9 48.74 3.7 72.2

2007-III.......... 75.9 8.0 81.00 6.5 77.4 48.41 3.7 73.7

2007-IV.......... 77.4 7.5 81.00 6.6 78.3 48.08 3.8 74.6

2008-I............. 78.3 8.8 81.00 6.7 80.5 47.75 3.8 76.6

2008-II ........... 80.5 8.8 81.00 6.9 82.4 47.42 3.9 78.5

2008-III.......... 82.4 8.8 81.00 7.0 84.2 47.09 4.0 80.2

2008-IV.......... 84.2 8.3 81.00 7.2 85.3 46.76 4.0 81.3

2009-I............. 85.3 9.8 81.00 7.3 87.8 46.43 4.1 83.8

2009-II ........... 87.8 9.8 81.00 7.5 90.2 46.10 4.2 86.0

2009-III.......... 90.2 9.8 81.00 7.7 92.3 45.77 4.2 88.1

2009-IV.......... 92.3 9.2 81.00 7.9 93.7 45.44 4.3 89.4

2010-I............. 93.7 9.9 81.00 8.0 95.6 45.10 4.3 91.3

2010-II ........... 95.6 9.9 81.00 8.1 97.3 44.77 4.4 92.9

2010-III.......... 97.3 9.9 81.00 8.3 98.9 44.44 4.4 94.5

2010-IV.......... 98.9 9.3 81.00 8.4 99.8 44.11 4.4 95.4

2011-I............. 99.8 9.8 81.00 8.5 101.0 43.78 4.4 96.6

2011-II ........... 101.0 9.8 81.00 8.6 102.2 43.45 4.4 97.8

2011-III.......... 102.2 9.8 81.00 8.7 103.3 43.12 4.5 98.8

2011-IV.......... 103.3 9.1 81.00 8.7 103.7 42.79 4.4 99.3

2012-I............. 103.7 9.9 81.00 8.8 104.8 42.46 4.5 100.4

2012-II ........... 104.8 9.9 81.00 8.9 105.8 42.13 4.5 101.4

2012-III.......... 105.8 9.9 81.00 9.0 106.8 41.80 4.5 102.3

2012-IV.......... 106.8 9.3 81.00 9.0 107.0 41.47 4.4 102.6

2013-I............. 107.0 10.0 81.00 9.1 108.0 41.14 4.4 103.5

2013-II ........... 108.0 10.0 81.00 9.2 108.9 40.81 4.4 104.4

2013-III.......... 108.9 10.0 81.00 9.2 109.7 40.48 4.4 105.2

2013-IV.......... 109.7 9.4 81.00 9.3 109.8 40.15 4.4 105.4

2014-I............. 109.8 10.2 81.00 9.3 110.7 39.81 4.4 106.3

2014-II ........... 110.7 10.2 81.00 9.4 111.5 39.48 4.4 107.1

2014-III.......... 111.5 10.2 81.00 9.4 112.2 39.15 4.4 107.8

2014-IV.......... 112.2 9.5 81.00 9.5 112.2 38.82 4.4 107.9
53

DI Numbers

Sources:

• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting

number of terminations.

• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).

• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical

trend and judgment.

• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.

• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and

judgment.

• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying

withheld percentage to end-of-period in force.

• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.A29.—DI Aged Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980................ 2.7 1.0 257.24 0.8 2.9 253.75 0.7 2.1

1981................ 2.9 .9 260.95 .9 2.9 313.15 .9 2.0

1982................ 2.9 .8 249.89 .8 2.9 368.75 1.1 1.8

1983................ 2.9 .9 256.44 .9 2.9 427.07 1.3 1.7

1984................ 2.9 .9 250.69 .9 3.0 475.15 1.4 1.6

1985................ 3.0 .9 239.11 .8 3.1 503.57 1.6 1.5

1986................ 3.1 .9 273.52 1.0 3.0 515.15 1.6 1.5

1987................ 3.0 .9 248.10 .9 3.1 526.33 1.6 1.4

1988................ 3.1 .9 253.03 .9 3.0 537.02 1.6 1.4

1989................ 3.0 .8 264.72 .9 3.0 528.40 1.6 1.4

1990................ 3.0 .7 262.36 .9 2.8 520.54 1.5 1.3

1991................ 2.8 .7 246.04 .8 2.7 496.84 1.3 1.4

1992................ 2.7 .7 257.99 .8 2.6 465.04 1.2 1.4

1993................ 2.6 .8 237.90 .7 2.7 445.39 1.2 1.5

1994................ 2.7 .8 233.05 .7 2.7 438.64 1.2 1.5

1995................ 2.7 .8 232.51 .7 2.8 431.39 1.2 1.6

1996................ 2.8 .8 219.02 .7 2.9 414.24 1.2 1.7

1997................ 2.9 .7 232.94 .7 2.8 408.61 1.2 1.7

1998................ 2.8 .8 225.32 .7 2.9 399.09 1.1 1.7

1999................ 2.9 .8 213.98 .7 3.0 391.70 1.2 1.8

2000................ 3.0 .9 225.46 .8 3.1 393.17 1.2 1.9

2001................ 3.1 1.0 231.89 .8 3.3 391.76 1.3 2.0

2002................ 3.3 1.2 255.45 1.0 3.5 386.74 1.3 2.1

2003................ 3.5 1.2 225.50 .9 3.8 384.13 1.5 2.3

2004................ 3.8 1.5 206.36 .9 4.3 397.19 1.7 2.6

2005-I............. 4.3 .4 62.50 .3 4.4 396.97 1.8 2.7

2005-II............ 4.4 .4 62.50 .3 4.5 396.75 1.8 2.7

2005-III .......... 4.5 .4 62.50 .3 4.6 396.53 1.8 2.8

2005-IV .......... 4.6 .3 62.50 .3 4.6 396.31 1.8 2.8

2006-I............. 4.6 .4 62.50 .3 4.8 396.09 1.9 2.9

2006-II............ 4.8 .4 62.50 .3 4.9 395.87 1.9 2.9

2006-III .......... 4.9 .4 62.50 .3 5.0 395.65 2.0 3.0

2006-IV .......... 5.0 .4 62.50 .3 5.0 395.43 2.0 3.0

2007-I............. 5.0 .5 62.50 .3 5.2 395.21 2.0 3.1

2007-II............ 5.2 .5 62.50 .3 5.3 394.99 2.1 3.2

2007-III .......... 5.3 .5 62.50 .3 5.4 394.77 2.1 3.3

2007-IV .......... 5.4 .4 62.50 .4 5.5 394.55 2.2 3.3

2008-I............. 5.5 .5 62.50 .4 5.7 394.33 2.2 3.4

2008-II............ 5.7 .5 62.50 .4 5.8 394.11 2.3 3.5

2008-III .......... 5.8 .5 62.50 .4 6.0 393.89 2.4 3.6

2008-IV .......... 6.0 .5 62.50 .4 6.1 393.67 2.4 3.7

2009-I............. 6.1 .6 62.50 .4 6.3 393.45 2.5 3.8

2009-II............ 6.3 .6 62.50 .4 6.5 393.22 2.6 4.0

2009-III .......... 6.5 .6 62.50 .4 6.7 393.00 2.6 4.1

2009-IV .......... 6.7 .6 62.50 .4 6.8 392.78 2.7 4.2

2010-I............. 6.8 .6 62.50 .4 7.0 392.56 2.8 4.3

2010-II............ 7.0 .6 62.50 .5 7.2 392.34 2.8 4.4

2010-III .......... 7.2 .6 62.50 .5 7.3 392.12 2.9 4.5

2010-IV .......... 7.3 .6 62.50 .5 7.4 391.90 2.9 4.5

2011-I ............. 7.4 .6 62.50 .5 7.6 391.68 3.0 4.6

2011-II............ 7.6 .6 62.50 .5 7.7 391.46 3.0 4.7

2011-III .......... 7.7 .6 62.50 .5 7.8 391.24 3.1 4.8

2011-IV .......... 7.8 .6 62.50 .5 7.9 391.02 3.1 4.8

2012-I............. 7.9 .6 62.50 .5 8.0 390.80 3.1 4.9

2012-II............ 8.0 .6 62.50 .5 8.1 390.58 3.2 4.9

2012-III .......... 8.1 .6 62.50 .5 8.2 390.36 3.2 5.0

2012-IV .......... 8.2 .6 62.50 .5 8.3 390.14 3.2 5.0

2013-I............. 8.3 .6 62.50 .5 8.4 389.92 3.3 5.1

2013-II............ 8.4 .6 62.50 .5 8.5 389.70 3.3 5.2

2013-III .......... 8.5 .6 62.50 .5 8.6 389.48 3.3 5.2

2013-IV .......... 8.6 .6 62.50 .6 8.6 389.26 3.3 5.3

2014-I............. 8.6 .7 62.50 .6 8.7 389.04 3.4 5.3

2014-II............ 8.7 .7 62.50 .6 8.8 388.82 3.4 5.4

2014-III .......... 8.8 .7 62.50 .6 8.9 388.60 3.4 5.4

2014-IV .......... 8.9 .6 62.50 .6 8.9 388.38 3.5 5.4
Benefit Payments

54

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 2005 Trustees Report intermediate set of assumptions.

III.A30.—DI Total Spouses of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980 ............... 494.2 108.5 224.41 123.1 479.6 36.34 17.4 462.2

1981 ............... 479.6 95.6 242.44 127.9 447.3 42.77 19.1 428.2

1982 ............... 447.3 77.8 281.41 136.8 388.3 57.83 22.5 365.9

1983 ............... 388.3 80.1 324.90 139.2 329.2 64.32 21.2 308.1

1984 ............... 329.2 81.8 231.55 85.7 325.4 65.70 21.4 304.0

1985 ............... 325.4 83.5 220.11 80.8 328.1 68.69 22.5 305.5

1986 ............... 328.1 82.4 233.19 86.1 324.4 73.34 23.8 300.6

1987 ............... 324.4 76.5 233.95 84.8 316.0 79.53 25.1 290.9

1988 ............... 316.0 73.4 234.14 82.6 306.9 84.84 26.0 280.8

1989 ............... 306.9 68.7 226.47 77.3 298.3 89.87 26.8 271.5

1990 ............... 298.3 69.2 221.89 73.9 293.6 94.38 27.7 265.9

1991 ............... 293.6 72.4 217.93 71.9 294.1 94.90 27.9 266.2

1992 ............... 294.1 77.9 214.43 71.4 300.6 99.60 29.9 270.7

1993 ............... 300.6 74.5 212.31 71.7 303.4 100.87 30.6 272.8

1994 ............... 303.4 69.4 207.25 70.1 302.7 104.61 31.7 271.1

1995 ............... 302.7 63.0 208.80 69.8 295.9 109.43 32.4 263.5

1996 ............... 295.9 56.8 206.47 67.0 285.8 216.67 61.9 223.9

1997 ............... 285.8 50.5 214.27 66.6 269.7 232.49 62.7 207.0

1998 ............... 269.7 47.4 207.90 61.0 256.0 258.51 66.2 189.8

1999 ............... 256.0 46.0 214.10 59.7 242.3 272.38 66.0 176.3

2000 ............... 242.3 43.7 216.83 57.3 228.7 278.13 63.6 165.1

2001 ............... 228.7 42.7 214.49 53.6 217.8 279.53 60.9 156.9

2002 ............... 217.8 45.6 225.30 54.2 209.2 275.17 57.6 151.6

2003 ............... 209.2 47.2 214.82 50.0 206.4 268.79 55.5 150.9

2004 ............... 206.4 47.6 209.58 48.2 205.7 257.11 52.9 152.8

2005-I............. 205.7 12.7 56.59 12.0 206.4 254.34 52.5 153.9

2005-II ........... 206.4 12.7 56.86 12.1 206.9 251.74 52.1 154.8

2005-III.......... 206.9 12.7 57.10 12.2 207.4 249.29 51.7 155.7

2005-IV.......... 207.4 11.9 57.31 12.2 207.1 247.20 51.2 155.9

2006-I............. 207.1 13.0 57.53 12.3 207.8 244.56 50.8 157.0

2006-II ........... 207.8 13.0 57.78 12.4 208.4 242.09 50.4 157.9

2006-III.......... 208.4 13.0 58.01 12.5 208.9 239.75 50.1 158.8

2006-IV.......... 208.9 12.2 58.21 12.5 208.5 237.77 49.6 158.9

2007-I............. 208.5 13.7 58.43 12.6 209.6 235.21 49.3 160.3

2007-II ........... 209.6 13.7 58.67 12.7 210.6 232.82 49.0 161.6

2007-III.......... 210.6 13.7 58.89 12.8 211.5 230.58 48.8 162.7

2007-IV.......... 211.5 12.8 59.08 12.9 211.4 228.68 48.3 163.1

2008-I............. 211.4 14.6 59.29 13.0 213.1 226.06 48.2 164.9

2008-II ........... 213.1 14.6 59.55 13.1 214.6 223.62 48.0 166.6

2008-III.......... 214.6 14.6 59.78 13.3 216.0 221.35 47.8 168.2

2008-IV.......... 216.0 13.7 59.97 13.4 216.4 219.44 47.5 168.9

2009-I............. 216.4 16.0 60.19 13.5 218.9 216.85 47.5 171.4

2009-II ........... 218.9 16.0 60.44 13.7 221.2 214.46 47.4 173.7

2009-III.......... 221.2 16.0 60.67 13.9 223.3 212.24 47.4 175.9

2009-IV.......... 223.3 15.0 60.86 14.0 224.2 210.40 47.2 177.0

2010-I............. 224.2 15.9 61.04 14.2 226.0 208.36 47.1 178.9

2010-II ........... 226.0 15.9 61.22 14.3 227.6 206.46 47.0 180.6

2010-III.......... 227.6 15.9 61.39 14.5 229.1 204.67 46.9 182.2

2010-IV.......... 229.1 14.9 61.53 14.6 229.4 203.19 46.6 182.8

2011-I............. 229.4 15.8 61.65 14.6 230.6 201.62 46.5 184.1

2011-II ........... 230.6 15.8 61.78 14.7 231.6 200.13 46.3 185.2

2011-III.......... 231.6 15.8 61.89 14.8 232.5 198.71 46.2 186.3

2011-IV.......... 232.5 14.8 61.98 14.9 232.4 197.55 45.9 186.5

2012-I............. 232.4 16.0 62.07 14.9 233.5 196.20 45.8 187.7

2012-II ........... 233.5 16.0 62.17 15.0 234.5 194.92 45.7 188.8

2012-III.......... 234.5 16.0 62.26 15.1 235.5 193.70 45.6 189.8

2012-IV.......... 235.5 15.0 62.32 15.1 235.3 192.70 45.3 190.0

2013-I............. 235.3 16.2 62.39 15.2 236.3 191.49 45.3 191.1

2013-II ........... 236.3 16.2 62.47 15.3 237.2 190.33 45.2 192.1

2013-III.......... 237.2 16.2 62.54 15.3 238.1 189.21 45.0 193.0

2013-IV.......... 238.1 15.2 62.60 15.4 237.8 188.31 44.8 193.0

2014-I............. 237.8 16.4 62.65 15.4 238.8 187.23 44.7 194.1

2014-II ........... 238.8 16.4 62.71 15.5 239.7 186.19 44.6 195.1

2014-III.......... 239.7 16.4 62.77 15.6 240.6 185.19 44.6 196.0

2014-IV.......... 240.6 15.4 62.81 15.6 240.4 184.37 44.3 196.1
DI Numbers

55

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 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980................ 1,254.9 233.1 209.55 287.4 1,200.6 12.45 14.9 1,185.6

1981................ 1,200.6 202.2 233.87 304.4 1,098.4 25.84 28.4 1,070.0

1982................ 1,098.4 151.8 267.85 314.5 935.7 43.98 41.1 894.5

1983................ 935.7 153.3 182.90 185.2 903.8 53.37 48.2 855.6

1984................ 903.8 172.9 168.49 166.8 909.9 56.74 51.6 858.2

1985................ 909.9 188.5 148.96 149.6 948.8 62.26 59.1 889.7

1986................ 948.8 196.5 157.41 164.8 980.5 71.51 70.1 910.4

1987................ 980.5 191.6 167.96 180.8 991.3 79.63 78.9 912.4

1988................ 991.3 195.6 183.05 199.4 987.6 86.26 85.2 902.4

1989................ 987.6 196.8 174.94 190.0 994.4 93.53 93.0 901.4

1990................ 994.4 216.2 164.74 181.6 1,029.0 98.62 101.5 927.5

1991................ 1,029.0 249.5 156.70 180.8 1,097.7 101.75 111.7 986.0

1992................ 1,097.7 305.4 152.58 190.8 1,212.3 105.81 128.3 1,084.0

1993................ 1,212.3 316.3 147.65 202.3 1,326.2 109.71 145.5 1,180.7

1994................ 1,326.2 325.8 147.66 219.9 1,432.2 112.74 161.5 1,270.7

1995................ 1,432.2 314.3 153.87 244.6 1,502.0 115.41 173.3 1,328.6

1996................ 1,502.0 310.2 152.58 252.8 1,559.3 116.87 182.2 1,377.1

1997................ 1,559.3 277.3 177.13 300.8 1,535.9 118.62 182.2 1,353.7

1998................ 1,535.9 279.1 156.31 261.9 1,553.1 123.79 192.3 1,360.8

1999................ 1,553.1 283.0 155.85 264.1 1,572.0 125.16 196.8 1,375.2

2000................ 1,572.0 271.0 158.65 270.9 1,572.1 125.74 197.7 1,374.4

2001................ 1,572.1 282.5 155.74 266.8 1,587.8 127.48 202.4 1,385.4

2002................ 1,587.8 316.9 157.46 275.0 1,629.7 127.29 207.4 1,422.3

2003................ 1,629.7 326.2 154.05 276.2 1,679.8 129.86 218.1 1,461.6

2004................ 1,679.8 320.9 155.15 285.5 1,715.2 132.87 227.9 1,487.3

2005-I............. 1,715.2 80.1 42.50 74.6 1,720.7 132.41 227.8 1,492.8

2005-II............ 1,720.7 80.1 42.50 74.8 1,725.9 131.95 227.7 1,498.2

2005-III .......... 1,725.9 80.1 42.50 75.1 1,731.0 131.49 227.6 1,503.4

2005-IV .......... 1,731.0 75.0 42.50 75.2 1,730.8 131.02 226.8 1,504.1

2006-I............. 1,730.8 77.1 42.50 75.2 1,732.7 130.56 226.2 1,506.5

2006-II............ 1,732.7 77.1 42.50 75.3 1,734.5 130.10 225.7 1,508.9

2006-III .......... 1,734.5 77.1 42.50 75.4 1,736.3 129.63 225.1 1,511.2

2006-IV .......... 1,736.3 72.2 42.50 75.3 1,733.2 129.17 223.9 1,509.3

2007-I............. 1,733.2 78.0 42.50 75.3 1,735.8 128.71 223.4 1,512.4

2007-II............ 1,735.8 78.0 42.50 75.4 1,738.4 128.24 222.9 1,515.5

2007-III .......... 1,738.4 78.0 42.50 75.5 1,740.9 127.78 222.5 1,518.4

2007-IV .......... 1,740.9 73.1 42.50 75.5 1,738.4 127.32 221.3 1,517.1

2008-I............. 1,738.4 78.9 42.50 75.6 1,741.8 126.85 221.0 1,520.8

2008-II............ 1,741.8 78.9 42.50 75.7 1,745.0 126.39 220.6 1,524.5

2008-III .......... 1,745.0 78.9 42.50 75.8 1,748.1 125.93 220.1 1,528.0

2008-IV .......... 1,748.1 73.9 42.50 75.9 1,746.2 125.47 219.1 1,527.1

2009-I............. 1,746.2 82.9 42.50 76.0 1,753.1 125.00 219.1 1,533.9

2009-II............ 1,753.1 82.9 42.50 76.3 1,759.7 124.54 219.2 1,540.6

2009-III .......... 1,759.7 82.9 42.50 76.6 1,766.1 124.08 219.1 1,546.9

2009-IV .......... 1,766.1 77.7 42.50 76.7 1,767.0 123.61 218.4 1,548.6

2010-I............. 1,767.0 81.1 42.50 76.8 1,771.4 123.15 218.1 1,553.2

2010-II............ 1,771.4 81.1 42.50 77.0 1,775.5 122.69 217.8 1,557.7

2010-III .......... 1,775.5 81.1 42.50 77.2 1,779.5 122.22 217.5 1,562.0

2010-IV .......... 1,779.5 76.0 42.50 77.2 1,778.3 121.76 216.5 1,561.7

2011-I ............. 1,778.3 80.4 42.50 77.3 1,781.4 121.30 216.1 1,565.3

2011-II............ 1,781.4 80.4 42.50 77.4 1,784.4 120.84 215.6 1,568.8

2011-III .......... 1,784.4 80.4 42.50 77.5 1,787.3 120.37 215.1 1,572.1

2011-IV .......... 1,787.3 75.4 42.50 77.6 1,785.1 119.91 214.0 1,571.0

2012-I............. 1,785.1 81.9 42.50 77.6 1,789.4 119.45 213.7 1,575.6

2012-II............ 1,789.4 81.9 42.50 77.8 1,793.5 118.98 213.4 1,580.1

2012-III .......... 1,793.5 81.9 42.50 78.0 1,797.4 118.52 213.0 1,584.4

2012-IV .......... 1,797.4 76.7 42.50 78.0 1,796.1 118.06 212.0 1,584.1

2013-I............. 1,796.1 82.1 42.50 78.1 1,800.1 117.59 211.7 1,588.4

2013-II............ 1,800.1 82.1 42.50 78.3 1,804.0 117.13 211.3 1,592.7

2013-III .......... 1,804.0 82.1 42.50 78.4 1,807.6 116.67 210.9 1,596.8

2013-IV .......... 1,807.6 76.9 42.50 78.5 1,806.1 116.20 209.9 1,596.2

2014-I............. 1,806.1 83.4 42.50 78.5 1,811.0 115.74 209.6 1,601.4

2014-II............ 1,811.0 83.4 42.50 78.7 1,815.6 115.28 209.3 1,606.3

2014-III .......... 1,815.6 83.4 42.50 78.9 1,820.1 114.82 209.0 1,611.1

2014-IV .......... 1,820.1 78.1 42.50 79.0 1,819.2 114.35 208.0 1,611.2
Benefit Payments

56

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 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980 ............... 32.9 6.2 153.05 5.5 33.6 19.96 0.7 32.9

1981 ............... 33.6 5.5 137.45 5.0 34.1 42.25 1.4 32.7

1982 ............... 34.1 4.2 174.72 6.3 32.0 62.21 2.0 30.0

1983 ............... 32.0 5.2 129.23 4.5 32.7 76.74 2.5 30.2

1984 ............... 32.7 5.6 113.98 4.1 34.3 91.19 3.1 31.2

1985 ............... 34.3 6.7 109.60 4.1 36.8 101.73 3.7 33.1

1986 ............... 36.8 6.9 104.21 4.2 39.6 124.14 4.9 34.6

1987 ............... 39.6 6.7 113.92 4.9 41.3 144.09 6.0 35.4

1988 ............... 41.3 6.6 118.50 5.3 42.7 160.19 6.8 35.8

1989 ............... 42.7 6.3 112.20 5.1 43.8 176.18 7.7 36.1

1990 ............... 43.8 6.6 110.42 5.2 45.2 178.17 8.1 37.2

1991 ............... 45.2 7.5 110.42 5.4 47.3 182.21 8.6 38.7

1992 ............... 47.3 9.5 98.47 5.1 51.7 187.50 9.7 42.0

1993 ............... 51.7 10.2 96.03 5.5 56.5 194.13 11.0 45.5

1994 ............... 56.5 9.7 94.96 5.8 60.4 198.78 12.0 48.4

1995 ............... 60.4 9.7 96.41 6.3 63.9 205.03 13.1 50.8

1996 ............... 63.9 9.3 91.32 6.3 66.9 213.46 14.3 52.6

1997 ............... 66.9 8.5 103.87 7.4 68.0 221.00 15.0 53.0

1998 ............... 68.0 9.1 91.75 6.7 70.4 226.81 16.0 54.4

1999 ............... 70.4 9.8 100.75 7.6 72.6 230.29 16.7 55.9

2000 ............... 72.6 9.6 109.80 8.5 73.7 230.40 17.0 56.8

2001 ............... 73.7 9.6 100.62 7.9 75.5 232.46 17.5 57.9

2002 ............... 75.5 11.0 103.98 8.4 78.0 238.13 18.6 59.5

2003 ............... 78.0 12.3 93.59 7.9 82.4 242.40 20.0 62.5

2004 ............... 82.4 12.2 88.24 7.8 86.8 254.14 22.1 64.7

2005-I............. 86.8 3.0 27.50 2.4 87.4 252.74 22.1 65.3

2005-II ........... 87.4 3.0 27.50 2.4 87.9 251.34 22.1 65.8

2005-III.......... 87.9 3.0 27.50 2.5 88.5 249.94 22.1 66.4

2005-IV.......... 88.5 2.8 27.50 2.5 88.8 248.54 22.1 66.7

2006-I............. 88.8 3.0 27.50 2.5 89.3 247.14 22.1 67.2

2006-II ........... 89.3 3.0 27.50 2.5 89.8 245.74 22.1 67.7

2006-III.......... 89.8 3.0 27.50 2.5 90.2 244.34 22.0 68.2

2006-IV.......... 90.2 2.8 27.50 2.5 90.5 242.93 22.0 68.5

2007-I............. 90.5 3.0 27.50 2.5 91.0 241.53 22.0 69.0

2007-II ........... 91.0 3.0 27.50 2.5 91.4 240.13 22.0 69.5

2007-III.......... 91.4 3.0 27.50 2.6 91.9 238.73 21.9 69.9

2007-IV.......... 91.9 2.8 27.50 2.6 92.1 237.33 21.9 70.2

2008-I............. 92.1 3.1 27.50 2.6 92.6 235.93 21.9 70.8

2008-II ........... 92.6 3.1 27.50 2.6 93.2 234.53 21.9 71.3

2008-III.......... 93.2 3.1 27.50 2.6 93.7 233.13 21.8 71.8

2008-IV.......... 93.7 2.9 27.50 2.6 94.0 231.73 21.8 72.2

2009-I............. 94.0 3.3 27.50 2.6 94.6 230.33 21.8 72.8

2009-II ........... 94.6 3.3 27.50 2.6 95.2 228.93 21.8 73.4

2009-III.......... 95.2 3.3 27.50 2.7 95.9 227.52 21.8 74.0

2009-IV.......... 95.9 3.1 27.50 2.7 96.2 226.12 21.8 74.5

2010-I............. 96.2 3.3 27.50 2.7 96.8 224.72 21.8 75.1

2010-II ........... 96.8 3.3 27.50 2.7 97.4 223.32 21.8 75.7

2010-III.......... 97.4 3.3 27.50 2.7 98.0 221.92 21.7 76.2

2010-IV.......... 98.0 3.1 27.50 2.7 98.3 220.52 21.7 76.6

2011-I............. 98.3 3.3 27.50 2.7 98.8 219.12 21.7 77.2

2011-II ........... 98.8 3.3 27.50 2.8 99.3 217.72 21.6 77.7

2011-III.......... 99.3 3.3 27.50 2.8 99.8 216.32 21.6 78.2

2011-IV.......... 99.8 3.1 27.50 2.8 100.1 214.92 21.5 78.6

2012-I............. 100.1 3.3 27.50 2.8 100.6 213.51 21.5 79.1

2012-II ........... 100.6 3.3 27.50 2.8 101.1 212.11 21.4 79.7

2012-III.......... 101.1 3.3 27.50 2.8 101.6 210.71 21.4 80.2

2012-IV.......... 101.6 3.1 27.50 2.8 101.9 209.31 21.3 80.6

2013-I............. 101.9 3.4 27.50 2.8 102.4 207.91 21.3 81.1

2013-II ........... 102.4 3.4 27.50 2.9 102.9 206.51 21.3 81.7

2013-III.......... 102.9 3.4 27.50 2.9 103.4 205.11 21.2 82.2

2013-IV.......... 103.4 3.2 27.50 2.9 103.7 203.71 21.1 82.6

2014-I............. 103.7 3.4 27.50 2.9 104.2 202.31 21.1 83.1

2014-II ........... 104.2 3.4 27.50 2.9 104.7 200.91 21.0 83.7

2014-III.......... 104.7 3.4 27.50 2.9 105.2 199.51 21.0 84.2

2014-IV.......... 105.2 3.2 27.50 2.9 105.5 198.10 20.9 84.6
DI Numbers

57

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 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar 

period

In force

beginning

of period

Awards

during period

Gross terminations

In force

end of period

Benefits withheld end of period

In current-payment

status end of period

Rate

(per 1,000) Number

Per 1,000 in force

end of period Number

1980................ 180.1 145.9 573.36 145.1 181.0 225.21 40.8 140.2

1981................ 181.0 138.1 567.52 141.9 177.2 159.68 28.3 148.9

1982................ 177.2 104.4 766.86 175.9 105.7 249.35 26.4 79.3

1983................ 105.7 70.6 809.42 114.1 62.2 193.94 12.1 50.1

1984................ 62.2 61.9 892.61 83.2 41.0 222.11 9.1 31.9

1985................ 41.0 55.6 1,008.32 69.4 27.2 179.76 4.9 22.3

1986................ 27.2 52.5 999.06 53.5 26.3 229.77 6.0 20.3

1987................ 26.3 54.0 998.87 53.2 27.0 253.59 6.9 20.2

1988................ 27.0 61.4 974.80 56.3 32.2 223.83 7.2 25.0

1989................ 32.2 56.7 945.38 57.2 31.7 226.72 7.2 24.5

1990................ 31.7 58.4 957.38 58.3 31.8 241.01 7.7 24.1

1991................ 31.8 60.2 940.60 58.2 33.8 194.39 6.6 27.2

1992................ 33.8 65.9 940.02 62.7 37.0 318.79 11.8 25.2

1993................ 37.0 70.9 949.07 68.7 39.1 269.41 10.5 28.6

1994................ 39.1 74.1 953.75 72.6 40.6 250.65 10.2 30.4

1995................ 40.6 75.6 950.48 74.5 41.7 292.94 12.2 29.5

1996................ 41.7 76.5 928.92 74.3 43.9 252.87 11.1 32.8

1997................ 43.9 75.8 940.32 77.0 42.8 268.73 11.5 31.3

1998................ 42.8 82.4 953.46 80.1 45.1 308.63 13.9 31.2

1999................ 45.1 84.3 962.94 84.0 45.4 188.05 8.5 36.8

2000................ 45.4 81.4 943.58 81.2 45.6 237.57 10.8 34.7

2001................ 45.6 81.5 929.94 80.3 46.8 169.06 7.9 38.9

2002................ 46.8 91.9 952.07 88.3 50.4 127.79 6.4 43.9

2003................ 50.4 96.4 944.96 93.2 53.7 127.54 6.8 46.8

2004................ 53.7 100.6 1,013.42 105.3 48.9 56.95 2.8 46.1

2005-I............. 48.9 30.2 130.00 8.3 70.7 105.00 7.4 63.3

2005-II............ 70.7 24.1 525.00 43.5 51.4 140.00 7.2 44.2

2005-III .......... 51.4 20.1 675.00 41.5 30.0 190.00 5.7 24.3

2005-IV .......... 30.0 26.1 150.00 6.5 49.7 132.50 6.6 43.1

2006-I............. 49.7 30.9 130.00 8.5 72.1 105.00 7.6 64.6

2006-II............ 72.1 24.7 525.00 44.4 52.5 140.00 7.4 45.2

2006-III .......... 52.5 20.6 675.00 42.4 30.7 190.00 5.8 24.9

2006-IV .......... 30.7 26.8 150.00 6.6 50.9 135.00 6.9 44.0

2007-I............. 50.9 31.9 130.00 8.7 74.1 105.00 7.8 66.3

2007-II............ 74.1 25.5 525.00 45.6 54.0 140.00 7.6 46.5

2007-III .......... 54.0 21.3 675.00 43.6 31.6 190.00 6.0 25.6

2007-IV .......... 31.6 27.6 150.00 6.8 52.5 137.50 7.2 45.3

2008-I............. 52.5 33.7 130.00 9.0 77.2 105.00 8.1 69.1

2008-II............ 77.2 27.0 525.00 47.6 56.6 140.00 7.9 48.6

2008-III .......... 56.6 22.5 675.00 45.8 33.3 190.00 6.3 27.0

2008-IV .......... 33.3 29.2 150.00 7.2 55.3 140.00 7.7 47.6

2009-I............. 55.3 36.1 130.00 9.5 81.9 105.00 8.6 73.3

2009-II............ 81.9 28.9 525.00 50.6 60.2 140.00 8.4 51.7

2009-III .......... 60.2 24.0 675.00 48.7 35.5 190.00 6.7 28.7

2009-IV .......... 35.5 31.3 150.00 7.7 59.1 142.50 8.4 50.7

2010-I............. 59.1 36.3 130.00 10.0 85.3 105.00 9.0 76.4

2010-II............ 85.3 29.0 525.00 52.4 61.9 140.00 8.7 53.3

2010-III .......... 61.9 24.2 675.00 50.0 36.1 190.00 6.9 29.3

2010-IV .......... 36.1 31.4 150.00 7.8 59.8 145.00 8.7 51.1

2011-I ............. 59.8 35.9 130.00 10.1 85.6 105.00 9.0 76.6

2011-II............ 85.6 28.8 525.00 52.5 61.9 140.00 8.7 53.2

2011-III .......... 61.9 24.0 675.00 49.9 36.0 190.00 6.8 29.1

2011-IV .......... 36.0 31.2 150.00 7.7 59.4 147.50 8.8 50.6

2012-I............. 59.4 36.6 130.00 10.1 85.9 105.00 9.0 76.9

2012-II............ 85.9 29.3 525.00 52.8 62.4 140.00 8.7 53.7

2012-III .......... 62.4 24.4 675.00 50.4 36.4 190.00 6.9 29.5

2012-IV .......... 36.4 31.7 150.00 7.8 60.3 150.00 9.0 51.3

2013-I............. 60.3 37.2 130.00 10.3 87.2 105.00 9.2 78.1

2013-II............ 87.2 29.8 525.00 53.6 63.4 140.00 8.9 54.5

2013-III .......... 63.4 24.8 675.00 51.2 37.0 190.00 7.0 30.0

2013-IV .......... 37.0 32.2 150.00 8.0 61.3 152.50 9.3 51.9

2014-I............. 61.3 37.8 130.00 10.4 88.6 105.00 9.3 79.3

2014-II............ 88.6 30.2 525.00 54.5 64.4 140.00 9.0 55.4

2014-III .......... 64.4 25.2 675.00 52.0 37.6 190.00 7.1 30.5

2014-IV .......... 37.6 32.7 150.00 8.1 62.3 155.00 9.7 52.6
Benefit Payments

58

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. Of the fully insured OASI beneficiaries

aged 60 or older, about 99.75 percent consist of retired workers, aged spouses of retired workers, or aged widow(er)s of

deceased workers. (The remainder are primarily disabled

widow(er)s, but young widow(er)s and young spouses are

also represented.) As a first step, entitlements for these three

beneficiary groups are processed together, on an age- and

gender-specific basis. 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. 

Although the insured aged spouses and widow(er)s could

become retired workers at any time (after age 62), many

choose to delay that conversion. This may result in a higher

ultimate 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 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 method is to take the number in force at the end

of any given calendar year, add projected awards, apply projected termination rates, and arrive at a number in force for

the end of the following calendar year. 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, and 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 spouses. At the end of 2004, the retired workers

formed about 93.9 percent of the combined group, aged

widow(er)s about 5.6 percent, and aged spouses only

0.5 percent.

The number of male retired workers in force is projected to

grow 30 percent over the next 10 years, from 15.5 million in

2004 to 20.1 million in 2014. Female retired workers in force

are expected to grow 34 percent over the same period, from

14.6 million to 19.5 million in 2014, when they will form

49 percent of the total. Among the insured widow(er)s and

insured spouses in force, females form the overwhelming

majority, or currently 98 percent in each category. Insured

widows in force are expected to grow 13 percent, from

1.8 million at the end of 2004 to 2.0 million by the end of

2014. Insured wives in force are expected to grow 36 percent, from 163 thousand in 2004 to 222 thousand in 2014.

For insured widowers, the comparable figures are from 35.5

thousand in 2004 to 51.8 thousand by 2014; for insured husbands, from 2.7 thousand in 2004 to 3.4 thousand by 2014. 

Table III.B7 shows, by 5-year age groups, the total number

of fully insured, 60 or older individuals 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 occasionally are not exactly 100 percent due to

discrepancies in the underlying population and fully insured

worker data.

b. Awards: Establishing the Fully Insured Population 

In projecting the number of fully insured awards for our

combined group of retired workers, aged widows, and aged

spouses, the most important task is to determine the fully

insured population, since this is precisely our exposure

group, restricted to those of sufficient age who have not yet

received an award. The steps in the development of the fully

insured population were discussed earlier.

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 93.8 percent at the end of 2004 to

94.9 percent by the end of 2014. The female rate has grown

continuously from 60.2 percent in 1980 to 73.7 percent at the

end of 2004, and it is expected to reach 81.6 percent by the

end of 2014.

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
OASI Numbers

59

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 have received 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 actual

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, almost back to pre-2000 levels, for the years

2001 to 2003. 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

2005-10.

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 these ages. At age 62, when retired

worker and aged spouse benefits are first available, the table

shows that in 2004, about 37 percent of males and 45 percent

of females chose to retire, and these rates are expected to

remain roughly at the same levels throughout the projection

period. 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 normal retirement age, already in

the process of advancing from 65 to 66, at least 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.

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 gradually increase in the future along with the scheduled increases

in the NRA.

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 in current-payment to in force ratios.

The total number of retired workers in current-payment status is projected to increase steadily from 30.0 million at the

end of 2004 to 39.4 million by the end of 2014. 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 steadily over the years 2004-14, from 1.8

million at the end of 2004 to 2.0 million by the end of 2014.

The number of insured spouses is expected to grow from

about 163,000 at the end of 2004 to 220,000 by the end of

2014.

f. Semiannual Retired Worker Projections 

Tables III.B22 and III.B23 show the projected numbers of

retired workers in force and in current-payment status,

respectively, at the end of each six-month period. The projected end-of June numbers are determined by analyzing historical end-of-June numbers, especially as these numbers
Benefit Payments

60

compare to the corresponding numbers from the previous

December and the following December. For each table, 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 six months. It is striking that during the years 1975-99,

most of the new beneficiaries in current-payment status, in

any given year, joined the rolls during the second half of the

year. In fact, over the period 1990-99, 70 percent of the

males did so, on average, and 67 percent of the females. In

2000, though, these percentages plummeted to 28 percent for

males and 38 percent for females, with a gradual return to 56

or 57 percent over the next four years. The 2000 effect is

attributable to the repeal of the retirement earnings test, for

those 65 or older; starting then, workers 65 or older could

retire, yet still work with no withholding of benefits. The

percentage gradually goes back up, once the 65 or older

group have chosen to retire, because the earnings test is still

in effect for those under age 65. Of course, over the years

2004-10, the minimum age for no retirement test penalties is

increasing with NRA, and by 2010 will reach 66. 

2. Minor Children 

Numbers of minor children of retired and deceased workers

are related to the non-orphan and orphan populations,

respectively. Table III.B24 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 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.B25 summarizes the number of minor

life children in force, by age group.

The projected number of awards to minor life children is

based on award rates relative to the non-orphan population.

These rates are shown in table III.B26. The number of

awards to minor life children, shown in table III.B27, is projected to remain relatively stable throughout the projection

period.

The derivation of the number of minor life children in current-payment status from the number in force is summarized

in tables III.B28 and III.B29. Single year of age withheld

rates from recent history are applied against 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 gradually, from 277 thousand at end

of 2004 to 281 thousand by the end of 2014.

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.B30 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.

These rates, shown in table III.B31, 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.B32) is projected to remain close to its

2004 level of slightly under 200 thousand.

The derivation of the number of minor survivor children in

current-payment status from the number in force is summarized in tables III.B33 and III.B34. Projected numbers 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 1,339 thousand currently

to 1,223 thousand by the end of 2014.

3. Disabled Children 

Disabled 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.B35. 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 number in force at the

end of the previous year, and applying termination rates.

Tables III.B36 and III.B37 show the results, by 5-year age

groups, for disabled life children and disabled survivor children, respectively.

Projected award numbers for disabled life or survivor children are based upon historically established award rates, relative to the uninsured population. Award rates for disabled

life children (shown in table III.B38) as well as the number

of awards (shown in table III.B39) are projected to remain

fairly stable during the next 10 years. Likewise, award rates

for disabled survivor children (shown in table III.B40) as

well as number of awards (shown in table III.B41), are projected to remain close to recent levels.

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.B42, III.B43, and III.B44

(for disabled life children) and in tables III.B45, III.B46, and

III.B47 (for disabled survivor children). Projected numbers

in those tables are determined in a manner similar to that for

minor life and minor survivor children.
OASI Numbers

61

The number of disabled life children in current-payment status is projected to increase slightly from the present level of

191 thousand to 199 thousand by 2014. Disabled survivor

children are projected to increase from 503 thousand currently to 573 thousand by the end of 2014.

4. Student Children 

Tables III.B48 and III.B49 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 to

30 percent (or less) 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 awards in recent

years has exceeded the number in force. Award rates for student children of both types are projected to remain close to

their current levels over the next 10 years. Current-payment

status numbers are expected to increase very slightly.

5. Semiannual Child Projections 

Tables III.B50 and III.B51 show the semiannual projected

number of children of retired workers in force and in currentpayment status, respectively. Projected end-of-June numbers

are found by determining the “excess” of each recent end-ofJune 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 averages. The semiannual number of children of

deceased workers is projected in a similar manner and shown

in tables III.B52 and III.B53.

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.B54

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 rates (awards per 1,000 eligible child

awards) are shown in table III.B55. The number of awards to

young spouses (shown in table III.B56) is projected to

remain stable throughout the projection period.

The derivation of the number of young spouses of retired

workers in current-payment status from the number in force

is shown in tables III.B57, III.B58, and III.B59. Projected

withheld rates are based upon rates from the most recent historical year, as can be seen in table III.B57. 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.B58.

Finally, withheld numbers are subtracted from in force numbers to produce current-payment numbers, and table III.B59

shows the 5-year age group version. 

The number of young wife beneficiaries with benefits in current-payment status, as shown in table III.B59, has undergone a 25-year period of decline, but is projected to stabilize

during the projection period at a figure close to 50 thousand.

Numbers of young husbands in current-payment status are

extremely small by comparison, never over 200, and fewer

than 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.B60 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).

These rates, given as awards per 1,000 eligible child awards,

are shown in table III.B61. The number of awards to mothers

and fathers, shown in table III.B62, has been declining over

the past 25 years, especially for females, but is projected to

stabilize during the projection period.

The derivation of the number of mothers or fathers in current-payment status from the number in force is shown in

tables III.B63, III.B64, and III.B65. Projected withheld rates

are based upon rates from the most recent historical year, as

can be seen in table III.B63. 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.B64. Finally, the number withheld is subtracted from the number in force to pro-
Benefit Payments

62

duce the number in current-payment status. Table III.B65

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 over the last 25 years. Declines are projected to

continue, although at a reduced rate, over the next 10 years,

from 173 thousand at the end of 2004 to 149 thousand by the

end of 2014 (see table III.B65.) 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 in this range through 2014.

8. Semiannual Young Spouses and Mothers and Fathers

Semiannual numbers for young wives, young husbands,

mothers, and fathers are projected using the same method as

that used for children of retired or deceased workers. Tables

III.B66 and III.B67 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.B68 and III.B69 show 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 

A disabled individual who is at least 50 years old but not yet

full retirement age, and who is the survivor 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.B70 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 widows are fully insured.) These award rates are

shown in table III.B71, and the number of awards to disabled

widow(er)s is shown by 5-year age groups in table III.B72. 

The derivation of the number of disabled widow(er)s in current-payment status from the number in force is shown in

tables III.B73, III.B74, and III.B75. Projected withheld rates

are based upon rates from the most recent historical year, as

can be seen in table III.B73. 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.B74. Finally, the number withheld is subtracted from the number in force to produce the number in current-payment status. Table III.B75

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

level off and then diminish slightly during the next 10 years,

ending up in 2014 at 202,000. For disabled widowers,

growth is expected to continue, from 6.4 thousand in currentpayment status in 2004 to 9.5 thousand in 2014.

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 6 percent of such beneficiaries are

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.B76 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.

Age group versions of these award rates are shown in

table III.B77, while table III.B78 shows the actual awards by

age group.

The derivation of the number of uninsured aged spouses in

current-payment status from the number in force is shown in

tables III.B79, III.B80, and III.B81. Projected withheld rates

are based upon rates from the most recent historical year, as

can be seen in table III.B79. 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.B80. Finally, the number withheld is subtracted from the number in force to produce the number in current-payment status. Table III.B81

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 18 percent over the last 10 years,
OASI Numbers

63

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 6 percent drop by 2014. Uninsured aged husbands in current-payment status, whose ranks total less than

2 percent of their female counterparts, have increased about

25 percent over the last 10 years, but are expected to level

off, more or less, over the next 10 years. 

Table III.B82 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.B83 gives a

similar breakdown for aged spouses in current-payment status.

11. Uninsured Aged Widows and Widowers 

An individual who is at least 60 years old, and who is the

survivor of an insured worker, is eligible for an OASI aged

widow(er)’s benefit. About 38 percent of such beneficiaries

are fully insured; 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.B84 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. Age group versions of these award rates are shown in

table III.B85, while table III.B86 shows the actual awards by

age group.

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.B87, III.B88, and III.B89. Projected withheld

rates are based upon rates from the most recent historical

year, as can be seen in table III.B87. 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.B88.

Finally, the number withheld is subtracted from the number

in force to produce the number in current-payment status.

Table III.B89 shows the number in current-payment status

by 5-year age groups.

For the last 30 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 almost 20

percent over the last 10 years. Another drop of about 20 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 1994 to 74

percent in 2004, and projected to be 82 percent in 2014. The

uninsured aged widowers, on the other hand, are expected to

remain at fairly stable levels over the course of the projection

period.

Table III.B90 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.B91 gives a

similar breakdown for aged widow(er)s in current-payment

status.

12. Parents 

A person who is the parent of a deceased insured worker, and

who is not insured on his or her own earnings record, is eligible for a parent’s benefit. Numbers of parents in current-payment status are tiny as compared to aged survivors overall; in

2004 they formed less than 0.05 percent of aged survivors in

current-payment status. In addition, parents’ numbers are

rapidly shrinking, with the number in current-payment status

being less than 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 6 months earlier. Table III.B92 shows the projected

numbers of parent beneficiaries in force, and the ratio of

each number to the corresponding number from 6 months

earlier. It also shows the number of parent beneficiaries

withheld and in current-payment status.

The number of parent beneficiaries in current-payment status

is projected to continue declining, from 2.1 thousand currently to 1.2 thousand by the end of 2014. 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. Table III.B93 shows the projected number
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64

of special age-72 beneficiaries in force, and the ratio of each

number to the corresponding number from 6 months earlier.

It also shows the numbers of special age-72 beneficiaries

withheld and in current-payment status.

The number of special age-72 beneficiaries in current-payment status is projected to continue declining rapidly, from

fewer than 10 currently (all aged 103 or more) to none by the

end of 2005.

14. OASDI Beneficiaries 

Table III.B94 summarizes numbers in current-payment status for several categories of OASDI beneficiaries. Figure 2

illustrates the growth in the same numbers, over the period

1975-2014, for three broad categories: retired workers

(including Prouties), dependents, and survivors. It is noteworthy that while the projected number of retired workers in

current-payment status in 2014 reflects an increase of about

100 percent since 1980, the analogous number for dependents reflects a drop of 18 percent since 1980, while survivors show a drop of 16 percent. Figure 3 on page 159

illustrates, for end-of-year 2004 alone, various numbers from

table III.B94 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 about 47.7 million

at the end of 2004 to nearly 59.0 million by the end of 2014.

From 1994 to 2004, the number of disabled workers and

auxiliaries increased by 42 percent, and from 2004 to 2014,

this number is projected to increase by 28 percent, from

7.9 million to 10.2 million. The number of OASI beneficiaries increased by nearly 7 percent from 1994 to 2004, and it

is projected to increase by 23 percent, from 39.7 million to

48.8 million, during the subsequent 10 years.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

Figure 2.—OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014

[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

Calendar year

Survivors

Family members

Retired workers (Includes

Special Age-72 beneficiaries)

Historical Estimated
65

OASI Numbers

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[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............... 2,091.8 2,834.7 3,995.1 2,955.3 1,916.4 1,084.0 518.3 167.4 36.8 15,599.7

1985............... 2,120.1 3,049.9 4,306.4 3,291.8 2,191.3 1,238.4 567.5 200.6 49.2 17,015.2

1990............... 2,086.5 3,048.0 4,565.6 3,574.5 2,497.4 1,428.2 652.9 217.2 56.3 18,126.4

1995............... 2,072.4 2,890.7 4,627.6 3,905.5 2,765.5 1,686.0 770.3 251.4 60.0 19,029.5

1996............... 2,083.5 2,902.3 4,599.6 3,918.9 2,866.9 1,720.0 796.9 258.0 60.7 19,206.8

1997............... 2,138.8 2,940.2 4,553.4 3,958.3 2,934.4 1,751.4 828.5 266.8 61.3 19,433.1

1998............... 2,211.3 3,000.1 4,502.6 3,963.9 3,005.4 1,783.4 860.4 275.8 62.4 19,665.4

1999............... 2,239.5 3,069.1 4,503.4 3,960.3 3,065.3 1,817.6 893.4 283.8 63.3 19,895.8

2000............... 2,289.8 3,120.6 4,512.9 3,962.5 3,083.2 1,904.8 935.1 297.8 65.3 20,172.1

2001............... 2,399.5 3,191.1 4,540.8 3,947.6 3,093.9 1,983.5 977.2 315.2 67.8 20,516.6

2002............... 2,555.2 3,279.1 4,601.9 3,918.4 3,115.6 2,017.6 1,020.9 334.7 70.7 20,914.1

2003............... 2,675.1 3,417.6 4,701.2 3,896.7 3,134.0 2,052.1 1,034.7 345.7 71.7 21,328.8

2004............... 2,724.3 3,602.2 4,809.8 3,897.2 3,143.2 2,104.9 1,034.8 358.3 72.8 21,747.5

2005............... 2,798.5 3,789.7 4,934.3 3,916.9 3,154.7 2,133.1 1,059.4 364.2 73.5 22,224.3

2006............... 3,022.4 3,917.8 5,124.2 3,949.2 3,156.6 2,151.9 1,087.4 369.1 74.8 22,853.4

2007............... 3,297.3 4,028.8 5,367.5 4,011.9 3,144.4 2,176.9 1,105.4 376.3 77.0 23,585.6

2008............... 3,425.3 4,258.5 5,611.6 4,105.8 3,134.4 2,195.8 1,127.2 381.5 79.0 24,319.1

2009............... 3,474.6 4,588.3 5,831.5 4,207.5 3,143.2 2,209.4 1,158.5 381.8 81.6 25,076.4

2010............... 3,541.6 4,867.1 6,076.0 4,322.5 3,167.2 2,224.4 1,177.7 392.5 82.6 25,851.4

2011............... 3,587.1 5,027.1 6,405.3 4,494.5 3,200.3 2,231.8 1,192.2 404.9 83.8 26,627.0

2012............... 3,648.8 5,106.8 6,767.8 4,714.2 3,257.9 2,229.5 1,210.1 413.4 86.0 27,434.5

2013............... 3,765.4 5,187.4 7,103.0 4,934.2 3,340.7 2,229.0 1,224.8 423.4 87.8 28,295.7

2014............... 3,928.6 5,278.9 7,456.4 5,132.0 3,430.6 2,243.3 1,237.6 436.8 88.7 29,233.0

Female

1980............... 2,311.6 3,249.0 4,900.8 4,060.6 3,058.2 2,076.2 1,179.8 441.1 116.4 21,393.6

1985............... 2,402.9 3,533.0 5,230.8 4,443.8 3,467.5 2,374.7 1,351.9 581.5 169.3 23,555.4

1990............... 2,283.7 3,451.3 5,599.7 4,752.2 3,811.0 2,696.4 1,564.8 670.6 219.0 25,048.6

1995............... 2,230.0 3,197.7 5,411.2 5,102.5 4,068.7 2,989.3 1,794.7 788.2 261.7 25,843.9

1996............... 2,235.7 3,197.1 5,342.6 5,071.6 4,183.8 3,024.7 1,829.1 806.2 268.1 25,958.9

1997............... 2,285.8 3,224.6 5,260.8 5,070.7 4,257.4 3,039.3 1,874.4 829.2 273.6 26,115.9

1998............... 2,358.5 3,275.1 5,176.3 5,026.0 4,328.3 3,060.9 1,912.9 847.5 279.0 26,264.5

1999............... 2,387.2 3,337.6 5,146.1 4,965.1 4,381.8 3,089.8 1,946.6 859.9 281.7 26,395.9

2000............... 2,442.1 3,385.2 5,143.2 4,934.6 4,388.7 3,186.7 1,990.9 885.9 287.8 26,645.1

2001............... 2,561.4 3,456.2 5,160.0 4,890.8 4,374.6 3,280.0 2,036.1 910.9 294.7 26,964.8

2002............... 2,723.0 3,552.3 5,211.6 4,833.8 4,375.1 3,320.7 2,073.7 942.4 302.6 27,335.2

2003............... 2,838.4 3,704.2 5,294.8 4,774.3 4,353.1 3,351.1 2,083.4 955.5 304.1 27,658.9

2004............... 2,879.3 3,897.7 5,392.1 4,740.3 4,312.0 3,411.0 2,073.4 969.5 305.4 27,980.8

2005............... 2,949.4 4,084.9 5,514.6 4,728.4 4,275.3 3,425.8 2,104.8 971.9 306.6 28,361.7

2006............... 3,180.9 4,205.0 5,711.8 4,734.4 4,232.6 3,419.1 2,140.4 974.0 306.4 28,904.6

2007............... 3,474.6 4,307.8 5,968.0 4,776.0 4,176.5 3,416.0 2,160.7 975.1 310.3 29,565.1

2008............... 3,617.5 4,541.5 6,222.8 4,853.4 4,126.8 3,399.6 2,181.9 980.0 312.8 30,236.4

2009............... 3,664.6 4,892.0 6,445.6 4,944.8 4,100.9 3,371.1 2,221.6 975.7 316.3 30,932.6

2010............... 3,725.6 5,195.2 6,688.9 5,058.7 4,094.5 3,346.8 2,234.3 993.6 316.6 31,654.0

2011............... 3,776.6 5,364.9 7,022.7 5,240.9 4,103.2 3,317.5 2,233.5 1,013.6 317.2 32,390.1

2012............... 3,846.7 5,442.2 7,401.6 5,478.2 4,142.9 3,278.0 2,234.8 1,025.6 319.6 33,169.6

2013............... 3,964.4 5,522.6 7,760.7 5,714.0 4,214.0 3,244.3 2,228.2 1,038.8 323.2 34,010.2

2014............... 4,118.3 5,622.3 8,138.3 5,920.1 4,298.0 3,231.1 2,215.8 1,060.5 324.2 34,928.7

Total

1980............... 4,403.4 6,083.7 8,895.9 7,015.9 4,974.6 3,160.2 1,698.1 608.5 153.2 36,993.4

1985............... 4,522.9 6,582.9 9,537.2 7,735.6 5,658.8 3,613.1 1,919.4 782.1 218.5 40,570.6

1990............... 4,370.2 6,499.3 10,165.3 8,326.6 6,308.3 4,124.6 2,217.7 887.7 275.3 43,175.0

1995............... 4,302.4 6,088.4 10,038.8 9,008.0 6,834.2 4,675.4 2,564.9 1,039.6 321.7 44,873.4

1996............... 4,319.3 6,099.4 9,942.2 8,990.5 7,050.7 4,744.6 2,626.0 1,064.2 328.8 45,165.7

1997............... 4,424.6 6,164.8 9,814.2 9,029.0 7,191.8 4,790.7 2,702.9 1,096.0 334.9 45,549.0

1998............... 4,569.7 6,275.2 9,678.9 8,989.9 7,333.7 4,844.4 2,773.3 1,123.4 341.5 45,930.0

1999............... 4,626.8 6,406.7 9,649.5 8,925.4 7,447.1 4,907.4 2,840.0 1,143.7 345.0 46,291.7

2000............... 4,731.9 6,505.7 9,656.0 8,897.1 7,471.9 5,091.5 2,926.1 1,183.7 353.2 46,817.2

2001............... 4,960.9 6,647.3 9,700.9 8,838.5 7,468.5 5,263.5 3,013.3 1,226.1 362.5 47,481.5

2002............... 5,278.2 6,831.5 9,813.5 8,752.2 7,490.7 5,338.3 3,094.6 1,277.1 373.2 48,249.3

2003............... 5,513.5 7,121.8 9,996.0 8,671.0 7,487.1 5,403.2 3,118.1 1,301.2 375.7 48,987.7

2004............... 5,603.6 7,499.9 10,201.9 8,637.6 7,455.1 5,515.9 3,108.3 1,327.8 378.2 49,728.3

2005............... 5,748.0 7,874.6 10,448.9 8,645.3 7,429.9 5,559.0 3,164.2 1,336.0 380.2 50,586.0

2006............... 6,203.3 8,122.7 10,836.0 8,683.6 7,389.2 5,571.0 3,227.8 1,343.1 381.2 51,758.0

2007............... 6,772.0 8,336.6 11,335.5 8,787.9 7,320.9 5,592.9 3,266.1 1,351.5 387.3 53,150.7

2008............... 7,042.8 8,800.0 11,834.4 8,959.2 7,261.2 5,595.4 3,309.1 1,361.5 391.8 54,555.5

2009............... 7,139.2 9,480.3 12,277.1 9,152.3 7,244.1 5,580.5 3,380.0 1,357.5 397.9 56,009.0

2010............... 7,267.2 10,062.3 12,764.8 9,381.2 7,261.7 5,571.1 3,412.0 1,386.1 399.1 57,505.5

2011............... 7,363.7 10,392.0 13,428.0 9,735.4 7,303.5 5,549.3 3,425.7 1,418.4 400.9 59,017.0

2012............... 7,495.5 10,548.9 14,169.5 10,192.4 7,400.8 5,507.5 3,444.8 1,439.0 405.6 60,604.1

2013............... 7,729.8 10,710.0 14,863.7 10,648.3 7,554.7 5,473.3 3,453.0 1,462.2 411.0 62,305.9

2014............... 8,046.8 10,901.3 15,594.7 11,052.1 7,728.6 5,474.4 3,453.5 1,497.3 412.9 64,161.6
66

Benefit Payments

Sources:

• Historical figures estimated by Office of Research, Evaluation and Statistics.

• Future figures projected based on historical relationship to population and coverage rates.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[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 ............... 1,917.5 2,650.0 3,762.8 2,751.5 1,776.3 992.6 471.1 146.2 30.0 14,498.0

1985 ............... 1,984.3 2,860.5 3,991.9 3,067.0 2,048.0 1,138.8 511.3 177.1 42.2 15,821.1

1990 ............... 1,932.7 2,850.5 4,336.4 3,298.0 2,316.3 1,331.2 594.7 192.8 51.5 16,904.1

1995 ............... 1,921.0 2,710.3 4,299.8 3,634.1 2,553.2 1,546.9 708.1 228.3 57.1 17,658.8

1996 ............... 1,923.3 2,703.3 4,278.2 3,624.4 2,650.3 1,582.2 731.0 236.0 57.9 17,786.6

1997 ............... 1,981.5 2,766.2 4,243.6 3,647.2 2,716.1 1,614.6 756.0 244.8 59.8 18,029.8

1998 ............... 2,056.4 2,817.6 4,197.0 3,652.1 2,767.8 1,656.6 780.3 252.7 61.5 18,242.0

1999 ............... 2,069.3 2,865.6 4,212.1 3,630.1 2,836.2 1,678.7 807.6 259.5 62.7 18,421.8

2000 ............... 2,139.5 2,927.8 4,216.0 3,646.5 2,857.0 1,740.7 831.5 266.5 63.9 18,689.4

2001 ............... 2,266.4 3,020.9 4,252.5 3,638.6 2,859.8 1,818.4 853.4 274.2 65.2 19,049.4

2002 ............... 2,414.3 3,124.8 4,319.5 3,623.5 2,888.7 1,872.9 876.5 284.2 67.3 19,471.7

2003 ............... 2,519.0 3,275.1 4,458.5 3,597.0 2,908.5 1,923.9 909.8 295.6 69.7 19,957.1

2004 ............... 2,564.0 3,428.9 4,576.5 3,622.0 2,909.5 1,987.3 934.3 310.1 72.0 20,404.6

2005 ............... 2,645.2 3,605.6 4,715.0 3,638.4 2,930.8 2,002.2 970.7 317.5 68.8 20,894.2

2006 ............... 2,853.8 3,720.4 4,906.8 3,681.3 2,930.6 2,007.5 1,014.1 323.3 67.6 21,505.4

2007 ............... 3,110.5 3,819.4 5,135.7 3,752.6 2,923.8 2,029.6 1,041.1 330.7 68.2 22,211.6

2008 ............... 3,246.1 4,040.9 5,354.9 3,880.8 2,902.8 2,043.9 1,064.5 340.3 68.9 22,943.1

2009 ............... 3,308.4 4,362.0 5,552.2 4,004.3 2,920.8 2,044.8 1,093.2 345.5 70.7 23,701.9

2010 ............... 3,380.5 4,633.8 5,778.0 4,130.8 2,942.0 2,066.3 1,104.0 360.9 72.5 24,468.8

2011 ............... 3,412.5 4,781.6 6,088.0 4,303.7 2,983.4 2,071.8 1,111.4 378.9 73.8 25,205.1

2012 ............... 3,483.2 4,865.1 6,432.1 4,510.4 3,048.5 2,073.6 1,128.1 390.0 75.8 26,006.8

2013 ............... 3,594.8 4,944.2 6,753.6 4,708.2 3,158.9 2,064.4 1,140.3 400.1 78.9 26,843.4

2014 ............... 3,750.8 5,033.5 7,093.9 4,886.0 3,265.8 2,084.1 1,144.9 411.7 80.9 27,751.6

Female

1980 ............... 1,505.4 2,170.8 3,221.1 2,467.9 1,710.1 1,068.0 538.5 172.2 32.2 12,886.2

1985 ............... 1,598.0 2,395.5 3,546.1 2,848.3 2,125.3 1,330.9 698.2 267.2 63.4 14,872.9

1990 ............... 1,563.9 2,381.1 3,825.0 3,099.3 2,433.7 1,642.2 876.6 339.8 98.7 16,260.3

1995 ............... 1,587.6 2,294.8 3,835.5 3,448.3 2,678.4 1,911.2 1,101.6 450.6 132.5 17,440.5

1996 ............... 1,606.4 2,311.8 3,819.7 3,437.7 2,774.6 1,954.5 1,134.1 472.1 137.4 17,648.3

1997 ............... 1,674.0 2,398.5 3,825.6 3,449.3 2,833.7 1,988.2 1,168.1 494.5 145.4 17,977.3

1998 ............... 1,754.7 2,464.3 3,788.1 3,452.4 2,879.3 2,038.1 1,197.3 512.9 151.2 18,238.3

1999 ............... 1,795.1 2,514.9 3,812.8 3,417.0 2,951.0 2,055.1 1,232.6 527.7 156.0 18,462.2

2000 ............... 1,873.8 2,599.0 3,835.9 3,402.5 2,981.6 2,106.4 1,259.6 537.3 161.8 18,757.9

2001 ............... 2,000.1 2,708.4 3,900.9 3,379.7 2,979.0 2,182.5 1,284.1 548.9 165.2 19,148.8

2002 ............... 2,139.9 2,830.2 3,985.2 3,366.4 3,000.3 2,226.8 1,309.2 563.7 169.1 19,590.8

2003 ............... 2,256.6 3,018.4 4,148.4 3,344.8 3,013.1 2,272.7 1,341.5 580.4 175.8 20,151.7

2004 ............... 2,313.6 3,178.5 4,298.8 3,379.1 2,975.4 2,329.9 1,363.6 601.8 184.4 20,625.1

2005 ............... 2,394.9 3,336.2 4,471.3 3,423.1 2,960.0 2,349.4 1,394.0 611.5 186.5 21,126.9

2006 ............... 2,611.1 3,446.5 4,678.3 3,498.3 2,940.6 2,345.0 1,435.8 619.8 187.9 21,763.3

2007 ............... 2,883.7 3,549.5 4,905.5 3,604.9 2,924.5 2,354.3 1,461.8 628.0 189.7 22,501.9

2008 ............... 3,035.6 3,767.5 5,108.7 3,777.8 2,901.3 2,352.7 1,483.1 639.2 193.1 23,259.0

2009 ............... 3,109.6 4,089.8 5,293.0 3,944.0 2,924.2 2,326.1 1,518.0 642.6 197.5 24,044.8

2010 ............... 3,196.8 4,379.4 5,507.0 4,102.6 2,965.4 2,317.2 1,532.2 659.0 201.3 24,860.9

2011 ............... 3,276.8 4,563.0 5,809.2 4,292.8 3,033.4 2,304.8 1,532.1 681.1 203.9 25,697.1

2012 ............... 3,375.0 4,673.1 6,161.2 4,502.9 3,129.8 2,296.8 1,540.9 694.9 207.1 26,581.7

2013 ............... 3,515.0 4,787.9 6,506.8 4,691.0 3,283.0 2,282.4 1,542.9 706.8 212.1 27,527.9

2014 ............... 3,660.0 4,904.1 6,877.0 4,861.5 3,430.6 2,305.2 1,528.7 725.0 214.5 28,506.6

Total

1980 ............... 3,422.9 4,820.8 6,983.9 5,219.4 3,486.4 2,060.6 1,009.6 318.4 62.2 27,384.2

1985 ............... 3,582.3 5,256.0 7,538.0 5,915.3 4,173.3 2,469.7 1,209.5 444.3 105.6 30,694.0

1990 ............... 3,496.6 5,231.6 8,161.4 6,397.3 4,750.0 2,973.4 1,471.3 532.6 150.2 33,164.4

1995 ............... 3,508.6 5,005.1 8,135.3 7,082.4 5,231.6 3,458.1 1,809.7 678.9 189.6 35,099.3

1996 ............... 3,529.7 5,015.1 8,097.9 7,062.1 5,424.9 3,536.7 1,865.1 708.1 195.3 35,434.9

1997 ............... 3,655.5 5,164.7 8,069.2 7,096.5 5,549.8 3,602.8 1,924.1 739.3 205.2 36,007.1

1998 ............... 3,811.1 5,281.9 7,985.1 7,104.5 5,647.1 3,694.7 1,977.6 765.6 212.7 36,480.3

1999 ............... 3,864.4 5,380.5 8,024.9 7,047.1 5,787.2 3,733.8 2,040.2 787.2 218.7 36,884.0

2000 ............... 4,013.3 5,526.8 8,051.9 7,049.0 5,838.6 3,847.1 2,091.1 803.8 225.7 37,447.3

2001 ............... 4,266.5 5,729.3 8,153.4 7,018.3 5,838.8 4,000.9 2,137.5 823.1 230.4 38,198.2

2002 ............... 4,554.2 5,955.0 8,304.7 6,989.9 5,889.0 4,099.7 2,185.7 847.9 236.4 39,062.5

2003 ............... 4,775.6 6,293.5 8,606.9 6,941.8 5,921.6 4,196.6 2,251.3 876.0 245.5 40,108.8

2004 ............... 4,877.6 6,607.4 8,875.3 7,001.1 5,884.9 4,317.2 2,297.9 911.9 256.4 41,029.7

2005 ............... 5,040.1 6,941.8 9,186.3 7,061.5 5,890.8 4,351.6 2,364.7 929.0 255.3 42,021.1

2006 ............... 5,464.9 7,166.9 9,585.1 7,179.6 5,871.2 4,352.5 2,449.9 943.1 255.5 43,268.7

2007 ............... 5,994.2 7,368.9 10,041.2 7,357.5 5,848.3 4,383.9 2,502.9 958.7 257.9 44,713.5

2008 ............... 6,281.7 7,808.4 10,463.6 7,658.6 5,804.1 4,396.6 2,547.6 979.5 262.0 46,202.1

2009 ............... 6,418.0 8,451.8 10,845.2 7,948.3 5,845.0 4,370.9 2,611.2 988.1 268.2 47,746.7

2010 ............... 6,577.3 9,013.2 11,285.0 8,233.4 5,907.4 4,383.5 2,636.2 1,019.9 273.8 49,329.7

2011 ............... 6,689.3 9,344.6 11,897.2 8,596.5 6,016.8 4,376.6 2,643.5 1,060.0 277.7 50,902.2

2012 ............... 6,858.2 9,538.2 12,593.3 9,013.3 6,178.3 4,370.4 2,669.0 1,084.9 282.9 52,588.5

2013 ............... 7,109.8 9,732.1 13,260.4 9,399.2 6,441.9 4,346.8 2,683.2 1,106.9 291.0 54,371.3

2014 ............... 7,410.8 9,937.6 13,970.9 9,747.5 6,696.4 4,389.3 2,673.6 1,136.7 295.4 56,258.2
67

OASI Numbers

Sources:

• Historical figures estimated by Office of Research, Evaluation and Statistics.

• Future figures projected based on historical relationship to population and coverage rates.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[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............... 91.67 93.48 94.19 93.10 92.69 91.56 90.89 87.33 81.59 92.94

1985............... 93.60 93.79 92.70 93.17 93.46 91.96 90.09 88.28 85.71 92.98

1990............... 92.63 93.52 94.98 92.27 92.75 93.21 91.09 88.78 91.50 93.26

1995............... 92.69 93.76 92.92 93.05 92.32 91.75 91.93 90.82 95.09 92.80

1996............... 92.31 93.14 93.01 92.49 92.45 91.99 91.73 91.46 95.41 92.61

1997............... 92.65 94.08 93.20 92.14 92.56 92.19 91.25 91.74 97.48 92.78

1998............... 93.00 93.92 93.21 92.13 92.09 92.89 90.69 91.61 98.53 92.76

1999............... 92.40 93.37 93.53 91.66 92.52 92.36 90.40 91.44 99.01 92.59

2000............... 93.43 93.82 93.42 92.03 92.66 91.38 88.92 89.48 97.82 92.65

2001............... 94.45 94.67 93.65 92.17 92.43 91.68 87.33 86.99 96.16 92.85

2002............... 94.49 95.29 93.86 92.47 92.72 92.83 85.85 84.91 95.24 93.10

2003............... 94.17 95.83 94.84 92.31 92.81 93.75 87.93 85.51 97.24 93.57

2004............... 94.12 95.19 95.15 92.94 92.57 94.41 90.29 86.54 98.93 93.82

2005............... 94.52 95.14 95.56 92.89 92.90 93.86 91.63 87.18 93.56 94.02

2006............... 94.42 94.96 95.76 93.22 92.84 93.29 93.26 87.59 90.39 94.10

2007............... 94.33 94.80 95.68 93.54 92.98 93.23 94.18 87.87 88.61 94.17

2008............... 94.77 94.89 95.43 94.52 92.61 93.08 94.43 89.20 87.24 94.34

2009............... 95.22 95.07 95.21 95.17 92.93 92.55 94.36 90.49 86.66 94.52

2010............... 95.45 95.21 95.10 95.57 92.89 92.89 93.74 91.94 87.81 94.65

2011............... 95.13 95.12 95.05 95.75 93.22 92.83 93.22 93.59 88.10 94.66

2012............... 95.46 95.27 95.04 95.68 93.57 93.01 93.23 94.34 88.12 94.80

2013............... 95.47 95.31 95.08 95.42 94.56 92.62 93.10 94.50 89.84 94.87

2014............... 95.47 95.35 95.14 95.21 95.20 92.90 92.51 94.25 91.23 94.93

Female

1980............... 65.12 66.82 65.73 60.78 55.92 51.44 45.64 39.04 27.66 60.23

1985............... 66.50 67.80 67.79 64.10 61.29 56.04 51.65 45.95 37.45 63.14

1990............... 68.48 68.99 68.31 65.22 63.86 60.90 56.02 50.67 45.08 64.91

1995............... 71.19 71.76 70.88 67.58 65.83 63.93 61.38 57.17 50.64 67.48

1996............... 71.85 72.31 71.49 67.78 66.32 64.62 62.00 58.56 51.24 67.99

1997............... 73.23 74.38 72.72 68.02 66.56 65.42 62.32 59.64 53.14 68.84

1998............... 74.40 75.24 73.18 68.69 66.52 66.58 62.59 60.52 54.19 69.44

1999............... 75.20 75.35 74.09 68.82 67.35 66.51 63.32 61.37 55.38 69.94

2000............... 76.73 76.78 74.58 68.95 67.94 66.10 63.27 60.65 56.21 70.40

2001............... 78.09 78.36 75.60 69.10 68.10 66.54 63.07 60.26 56.06 71.01

2002............... 78.58 79.67 76.47 69.64 68.58 67.06 63.13 59.82 55.89 71.67

2003............... 79.50 81.49 78.35 70.06 69.22 67.82 64.39 60.74 57.82 72.86

2004............... 80.35 81.55 79.72 71.28 69.00 68.30 65.77 62.07 60.38 73.71

2005............... 81.20 81.67 81.08 72.39 69.24 68.58 66.23 62.92 60.82 74.49

2006............... 82.09 81.96 81.91 73.89 69.47 68.59 67.08 63.64 61.32 75.29

2007............... 82.99 82.40 82.20 75.48 70.02 68.92 67.65 64.40 61.14 76.11

2008............... 83.91 82.96 82.10 77.84 70.30 69.20 67.97 65.22 61.72 76.92

2009............... 84.85 83.60 82.12 79.76 71.31 69.00 68.33 65.86 62.44 77.73

2010............... 85.81 84.30 82.33 81.10 72.42 69.24 68.58 66.33 63.59 78.54

2011............... 86.77 85.05 82.72 81.91 73.93 69.47 68.60 67.20 64.29 79.34

2012............... 87.74 85.87 83.24 82.20 75.55 70.07 68.95 67.75 64.81 80.14

2013............... 88.66 86.70 83.84 82.10 77.91 70.35 69.24 68.04 65.62 80.94

2014............... 88.87 87.23 84.50 82.12 79.82 71.34 68.99 68.36 66.15 81.61

Total

1980............... 77.73 79.24 78.51 74.39 70.08 65.20 59.46 52.33 40.60 74.02

1985............... 79.20 79.84 79.04 76.47 73.75 68.35 63.01 56.81 48.32 75.66

1990............... 80.01 80.49 80.29 76.83 75.30 72.09 66.34 59.99 54.57 76.81

1995............... 81.55 82.21 81.04 78.62 76.55 73.96 70.56 65.31 58.94 78.22

1996............... 81.72 82.22 81.45 78.55 76.94 74.54 71.02 66.54 59.40 78.46

1997............... 82.62 83.78 82.22 78.60 77.17 75.20 71.19 67.45 61.26 79.05

1998............... 83.40 84.17 82.50 79.03 77.00 76.27 71.31 68.15 62.29 79.43

1999............... 83.52 83.98 83.16 78.96 77.71 76.09 71.84 68.83 63.39 79.68

2000............... 84.81 84.95 83.39 79.23 78.14 75.56 71.46 67.91 63.91 79.99

2001............... 86.00 86.19 84.05 79.41 78.18 76.01 70.94 67.13 63.56 80.45

2002............... 86.28 87.17 84.63 79.86 78.62 76.80 70.63 66.39 63.34 80.96

2003............... 86.62 88.37 86.10 80.06 79.09 77.67 72.20 67.32 65.34 81.88

2004............... 87.04 88.10 87.00 81.05 78.94 78.27 73.93 68.68 67.80 82.51

2005............... 87.68 88.15 87.92 81.68 79.28 78.28 74.73 69.53 67.15 83.07

2006............... 88.10 88.23 88.46 82.68 79.46 78.13 75.90 70.22 67.02 83.60

2007............... 88.51 88.39 88.58 83.72 79.89 78.38 76.63 70.94 66.60 84.13

2008............... 89.19 88.73 88.42 85.48 79.93 78.57 76.99 71.94 66.87 84.69

2009............... 89.90 89.15 88.34 86.84 80.69 78.32 77.25 72.79 67.41 85.25

2010............... 90.51 89.57 88.41 87.77 81.35 78.68 77.26 73.58 68.60 85.78

2011............... 90.84 89.92 88.60 88.30 82.38 78.87 77.17 74.73 69.26 86.25

2012............... 91.50 90.42 88.88 88.43 83.48 79.35 77.48 75.39 69.75 86.77

2013............... 91.98 90.87 89.21 88.27 85.27 79.42 77.71 75.70 70.80 87.27

2014............... 92.10 91.16 89.59 88.20 86.64 80.18 77.42 75.92 71.54 87.68
68

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 2005 Trustees Report intermediate set of assumptions.

III.B4.—Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980 ............... 1,021.4 3,646.3 2,749.1 1,774.9 991.6 470.4 146.0 30.0 10,829.7

1985 ............... 1,311.5 3,829.9 3,062.8 2,045.6 1,137.1 510.3 176.6 42.1 12,116.0

1990 ............... 1,359.1 4,115.7 3,293.3 2,313.6 1,329.2 593.7 192.3 51.4 13,248.3

1995 ............... 1,341.9 4,102.0 3,629.6 2,550.9 1,546.1 707.9 228.2 57.1 14,163.8

1996 ............... 1,322.7 4,071.9 3,619.7 2,647.3 1,581.3 730.7 236.0 57.9 14,267.6

1997 ............... 1,301.6 4,027.1 3,643.2 2,713.0 1,613.7 755.8 244.7 59.8 14,359.0

1998 ............... 1,309.2 3,967.4 3,648.6 2,764.9 1,655.6 780.1 252.7 61.5 14,440.0

1999 ............... 1,324.1 3,964.3 3,627.0 2,833.4 1,677.6 807.4 259.5 62.7 14,556.2

2000 ............... 1,356.5 4,089.4 3,643.4 2,854.5 1,739.6 831.3 266.4 63.9 14,845.1

2001 ............... 1,362.1 4,133.3 3,635.5 2,857.4 1,817.3 853.2 274.3 65.2 14,998.3

2002 ............... 1,362.4 4,198.6 3,620.3 2,886.4 1,871.7 876.2 284.2 67.3 15,167.1

2003 ............... 1,355.4 4,265.1 3,593.8 2,906.0 1,922.7 909.5 295.6 69.7 15,317.9

2004 ............... 1,397.0 4,283.2 3,617.9 2,906.8 1,985.6 933.6 310.0 72.0 15,506.0

2005 ............... 1,448.0 4,340.6 3,634.3 2,928.1 2,000.3 969.9 317.3 70.2 15,708.7

2006 ............... 1,492.3 4,457.9 3,677.3 2,927.8 2,005.7 1,013.3 323.1 69.3 15,966.8

2007 ............... 1,521.1 4,629.0 3,748.6 2,920.8 2,027.6 1,040.2 330.4 69.8 16,287.6

2008 ............... 1,584.1 4,798.1 3,876.9 2,899.7 2,042.1 1,063.6 340.1 70.4 16,674.9

2009 ............... 1,690.6 4,987.8 4,000.3 2,917.4 2,042.9 1,092.1 345.3 71.8 17,148.2

2010 ............... 1,789.8 5,188.6 4,126.7 2,938.8 2,064.4 1,103.0 360.7 72.9 17,645.0

2011 ............... 1,841.8 5,432.9 4,299.4 2,980.3 2,069.9 1,110.4 378.7 74.0 18,187.3

2012 ............... 1,863.0 5,724.3 4,505.8 3,045.3 2,071.6 1,127.0 389.6 75.9 18,802.5

2013 ............... 1,893.2 6,030.7 4,703.5 3,155.6 2,062.2 1,139.2 399.6 78.4 19,462.4

2014 ............... 1,925.9 6,349.7 4,881.1 3,262.7 2,081.6 1,143.9 411.4 80.1 20,136.4

Female

1980 ............... 1,035.9 2,723.4 2,207.6 1,560.2 964.0 505.6 167.3 31.9 9,195.9

1985 ............... 1,186.0 2,938.9 2,540.4 1,902.5 1,215.3 629.0 249.6 61.8 10,723.5

1990 ............... 1,181.6 3,154.0 2,735.2 2,189.5 1,485.7 802.5 312.3 92.7 11,953.4

1995 ............... 1,141.1 3,127.7 2,973.3 2,371.6 1,725.2 993.3 407.5 121.2 12,860.9

1996 ............... 1,141.1 3,111.2 2,967.6 2,432.4 1,763.9 1,023.4 427.0 125.5 12,992.2

1997 ............... 1,143.8 3,112.3 3,030.8 2,506.2 1,813.8 1,065.7 447.9 133.0 13,253.6

1998 ............... 1,169.7 3,095.0 3,039.9 2,541.3 1,854.3 1,098.3 467.0 138.9 13,404.4

1999 ............... 1,193.6 3,125.1 3,009.8 2,604.2 1,860.0 1,132.0 480.7 143.4 13,548.8

2000 ............... 1,236.0 3,211.4 3,006.7 2,627.8 1,895.9 1,157.1 492.7 148.2 13,776.0

2001 ............... 1,251.7 3,282.8 3,004.4 2,626.0 1,946.8 1,179.6 503.6 152.0 13,946.8

2002 ............... 1,263.7 3,365.9 3,002.9 2,642.9 1,979.8 1,198.3 519.0 157.2 14,129.7

2003 ............... 1,273.4 3,473.1 2,996.3 2,652.4 2,008.7 1,225.3 534.2 162.7 14,326.1

2004 ............... 1,331.4 3,547.3 3,036.2 2,633.1 2,064.8 1,233.7 554.3 169.0 14,569.8

2005 ............... 1,387.7 3,652.9 3,086.6 2,627.1 2,077.7 1,254.7 562.4 170.6 14,819.7

2006 ............... 1,442.9 3,801.1 3,163.6 2,618.7 2,071.4 1,285.4 568.7 171.8 15,123.8

2007 ............... 1,489.6 3,971.2 3,266.9 2,614.4 2,079.5 1,302.4 573.6 176.7 15,474.3

2008 ............... 1,573.0 4,125.0 3,431.3 2,601.0 2,079.9 1,315.8 581.9 175.5 15,883.3

2009 ............... 1,706.3 4,293.0 3,589.1 2,627.5 2,058.7 1,345.0 580.7 179.4 16,379.7

2010 ............... 1,835.5 4,478.0 3,733.4 2,674.1 2,056.9 1,354.9 592.4 181.7 16,907.0

2011 ............... 1,923.4 4,710.1 3,906.5 2,743.5 2,053.0 1,353.3 609.4 183.4 17,482.5

2012 ............... 1,980.0 4,993.7 4,097.6 2,836.6 2,053.6 1,361.2 618.7 185.5 18,126.8

2013 ............... 2,039.8 5,300.9 4,268.7 2,982.1 2,046.6 1,363.9 626.8 188.8 18,817.5

2014 ............... 2,104.5 5,630.4 4,424.0 3,121.9 2,071.5 1,353.3 642.2 188.2 19,536.1

Total

1980 ............... 2,057.3 6,369.7 4,956.6 3,335.2 1,955.6 976.0 313.3 61.8 20,025.6

1985 ............... 2,497.5 6,768.8 5,603.2 3,948.1 2,352.5 1,139.3 426.2 103.9 22,839.5

1990 ............... 2,540.7 7,269.8 6,028.5 4,503.1 2,814.9 1,396.1 504.6 144.1 25,201.8

1995 ............... 2,483.0 7,229.7 6,602.9 4,922.5 3,271.3 1,701.2 635.8 178.3 27,024.8

1996 ............... 2,463.8 7,183.1 6,587.3 5,079.7 3,345.3 1,754.2 663.0 183.4 27,259.8

1997 ............... 2,445.3 7,139.4 6,674.1 5,219.2 3,427.5 1,821.5 692.6 192.9 27,612.5

1998 ............... 2,478.8 7,062.5 6,688.5 5,306.3 3,509.8 1,878.3 719.7 200.4 27,844.3

1999 ............... 2,517.8 7,089.4 6,636.8 5,437.6 3,537.6 1,939.5 740.3 206.1 28,105.0

2000 ............... 2,592.5 7,300.9 6,650.2 5,482.2 3,635.5 1,988.5 759.1 212.1 28,621.1

2001 ............... 2,613.9 7,416.0 6,639.9 5,483.3 3,764.1 2,032.8 777.9 217.2 28,945.1

2002 ............... 2,626.1 7,564.5 6,623.2 5,529.3 3,851.5 2,074.5 803.2 224.5 29,296.8

2003 ............... 2,628.8 7,738.2 6,590.1 5,558.4 3,931.4 2,134.8 829.8 232.4 29,643.9

2004 ............... 2,728.4 7,830.5 6,654.1 5,539.9 4,050.4 2,167.3 864.3 241.0 30,075.7

2005 ............... 2,835.7 7,993.5 6,720.9 5,555.2 4,078.0 2,224.6 879.8 240.7 30,528.4

2006 ............... 2,935.3 8,259.0 6,840.9 5,546.6 4,077.1 2,298.7 891.8 241.1 31,090.5

2007 ............... 3,010.7 8,600.2 7,015.5 5,535.2 4,107.2 2,342.6 904.0 246.5 31,761.9

2008 ............... 3,157.0 8,923.1 7,308.1 5,500.7 4,122.0 2,379.4 921.9 245.9 32,558.2

2009 ............... 3,396.9 9,280.8 7,589.5 5,545.0 4,101.6 2,437.1 926.0 251.2 33,528.0

2010 ............... 3,625.3 9,666.6 7,860.1 5,612.9 4,121.3 2,457.9 953.1 254.6 34,551.9

2011 ............... 3,765.2 10,143.0 8,205.9 5,723.8 4,122.9 2,463.7 988.1 257.4 35,669.8

2012 ............... 3,843.0 10,718.0 8,603.4 5,881.9 4,125.2 2,488.1 1,008.3 261.4 36,929.3

2013 ............... 3,933.0 11,331.6 8,972.2 6,137.7 4,108.7 2,503.2 1,026.4 267.2 38,279.9

2014 ............... 4,030.3 11,980.2 9,305.1 6,384.6 4,153.2 2,497.2 1,053.6 268.3 39,672.4
69

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980............... 121.7 236.2 305.2 236.3 136.8 98.4 31.3 4.6 0.3 1,170.8

1985............... 125.2 287.4 396.1 271.8 201.5 106.1 65.3 16.6 1.4 1,471.4

1990............... 107.9 268.4 465.9 331.2 225.7 148.8 72.3 27.2 6.0 1,653.3

1995............... 99.0 231.1 448.4 433.1 283.7 176.0 105.6 42.6 11.2 1,830.7

1996............... 97.0 226.5 436.3 426.3 316.7 179.7 107.9 44.6 11.9 1,846.9

1997............... 96.8 221.4 410.9 377.0 302.4 164.1 99.6 46.0 12.3 1,730.6

1998............... 94.7 218.1 396.4 369.9 311.6 173.0 96.2 45.4 12.2 1,717.5

1999............... 95.5 218.8 386.0 363.0 317.3 182.9 97.4 46.4 12.5 1,720.0

2000............... 96.5 221.6 376.0 353.4 324.3 197.9 99.4 44.0 13.5 1,726.6

2001............... 95.7 223.8 375.4 331.2 321.1 221.6 101.5 44.6 13.0 1,728.0

2002............... 99.6 218.1 369.6 319.7 323.8 231.9 107.7 44.0 11.7 1,726.1

2003............... 103.9 220.2 372.6 305.1 325.4 248.2 113.2 45.4 12.9 1,746.9

2004............... 105.4 237.6 374.3 299.2 308.2 248.0 124.4 46.6 15.2 1,758.9

2005............... 108.6 239.1 374.2 292.1 299.0 254.3 134.2 48.0 15.1 1,764.6

2006............... 117.4 239.6 378.3 289.5 288.1 256.4 145.4 49.8 14.8 1,779.4

2007............... 130.1 238.8 383.8 291.5 276.7 257.4 154.9 53.0 12.2 1,798.5

2008............... 138.1 243.7 386.5 297.8 266.9 255.7 163.3 55.7 16.1 1,823.8

2009............... 141.3 254.6 389.8 304.1 263.0 250.4 169.0 59.9 16.3 1,848.4

2010............... 145.2 262.6 394.2 316.3 257.1 243.3 173.2 64.7 16.5 1,873.2

2011............... 148.9 263.9 402.6 331.0 255.1 234.9 174.8 70.3 17.3 1,898.8

2012............... 153.1 260.6 413.8 347.2 257.2 226.3 175.8 74.8 18.4 1,927.1

2013............... 159.3 257.0 424.1 361.6 263.2 219.1 174.9 78.8 19.8 1,957.8

2014............... 165.7 253.6 434.2 374.8 269.3 216.7 171.5 81.7 22.8 1,990.4

Aged widowers

1980............... 2.7 4.7 2.7 2.0 1.3 1.2 .7 .3 .1 15.6

1985............... 5.2 7.9 4.6 3.0 1.9 1.5 .9 .4 .1 25.5

1990............... 5.9 8.0 5.3 3.9 2.2 1.8 1.0 .4 .1 28.5

1995............... 8.1 9.9 5.5 3.4 1.5 .4 .1 1/ 1/ 28.8

1996............... 8.2 10.3 5.7 3.5 2.1 .5 .1 1/ 1/ 30.5

1997............... 7.9 10.2 5.2 3.0 2.1 .5 .1 1/ 1/ 28.9

1998............... 8.0 10.3 4.8 2.6 2.0 .6 .1 1/ 1/ 28.3

1999............... 7.7 9.6 4.8 2.3 1.9 .6 .1 1/ 1/ 27.1

2000............... 7.6 9.8 5.0 2.4 1.9 .6 .1 1/ 1/ 27.3

2001............... 7.7 10.4 5.1 2.3 1.8 .7 .1 1/ 1/ 28.0

2002............... 8.4 9.9 5.0 2.5 1.8 .7 .1 1/ 1/ 28.5

2003............... 9.1 11.0 6.1 2.5 2.0 .8 .1 1/ 1/ 31.6

2004............... 8.6 12.3 7.2 3.4 2.1 1.4 .5 1/ 1/ 35.5

2005............... 8.8 12.7 7.3 3.4 2.2 1.4 .6 .1 1/ 36.5

2006............... 9.4 13.1 7.6 3.4 2.2 1.5 .7 .1 1/ 38.0

2007............... 10.3 13.5 8.0 3.3 2.4 1.5 .7 .1 1/ 39.8

2008............... 10.8 14.2 8.3 3.3 2.6 1.4 .8 .2 1/ 41.6

2009............... 11.0 15.2 8.7 3.3 2.7 1.5 .8 .2 1/ 43.5

2010............... 11.3 16.1 9.2 3.4 2.7 1.5 .9 .2 1/ 45.2

2011............... 11.4 16.5 9.9 3.5 2.7 1.6 .9 .3 1/ 46.8

2012............... 11.6 16.8 10.8 3.7 2.6 1.7 .9 .3 1/ 48.4

2013............... 12.0 17.2 11.4 3.8 2.6 1.8 .9 .3 .1 50.1

2014............... 12.5 17.5 12.0 4.0 2.6 1.9 .9 .3 .1 51.8

Total

1980............... 124.4 241.0 307.9 238.3 138.1 99.5 32.0 4.8 .4 1,186.4

1985............... 130.3 295.4 400.7 274.8 203.4 107.6 66.2 17.1 1.5 1,497.0

1990............... 113.8 276.3 471.2 335.1 227.9 150.6 73.2 27.6 6.1 1,681.9

1995............... 107.2 241.0 453.8 436.5 285.3 176.3 105.7 42.7 11.2 1,859.6

1996............... 105.2 236.8 441.9 429.8 318.8 180.2 107.9 44.6 11.9 1,877.3

1997............... 104.7 231.6 416.1 380.0 304.5 164.6 99.7 46.0 12.3 1,759.5

1998............... 102.7 228.4 401.1 372.5 313.7 173.5 96.3 45.4 12.2 1,745.9

1999............... 103.3 228.4 390.8 365.3 319.3 183.5 97.5 46.4 12.5 1,747.0

2000............... 104.1 231.4 381.0 355.8 326.1 198.5 99.5 44.0 13.5 1,753.9

2001............... 103.4 234.2 380.6 333.5 322.8 222.3 101.6 44.6 13.0 1,756.0

2002............... 108.0 228.0 374.6 322.2 325.6 232.6 107.8 44.0 11.7 1,754.5

2003............... 113.0 231.3 378.7 307.5 327.4 249.0 113.3 45.4 12.9 1,778.5

2004............... 114.0 249.8 381.5 302.6 310.4 249.3 124.9 46.6 15.2 1,794.4

2005............... 117.3 251.8 381.6 295.5 301.2 255.7 134.8 48.1 15.1 1,801.1

2006............... 126.8 252.8 385.8 292.9 290.4 257.9 146.1 49.9 14.8 1,817.3

2007............... 140.4 252.3 391.7 294.8 279.1 258.9 155.6 53.1 12.2 1,838.3

2008............... 148.9 257.9 394.8 301.0 269.5 257.1 164.1 55.9 16.1 1,865.5

2009............... 152.3 269.8 398.5 307.3 265.7 251.9 169.9 60.1 16.3 1,891.9

2010............... 156.5 278.7 403.4 319.6 259.8 244.8 174.1 65.0 16.6 1,918.4

2011............... 160.3 280.4 412.5 334.5 257.8 236.5 175.7 70.5 17.3 1,945.6

2012............... 164.7 277.4 424.6 350.8 259.8 228.0 176.6 75.1 18.5 1,975.5

2013............... 171.2 274.1 435.5 365.5 265.8 220.9 175.8 79.1 19.8 2,007.9

2014............... 178.2 271.2 446.2 378.8 271.9 218.6 172.4 82.0 22.9 2,042.1

1 Fewer than 50.
70

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 17.9 26.0 22.2 12.2 4.9 1.2 0.2 84.6

1985 ............... 22.8 30.2 26.2 14.3 5.7 1.4 .2 100.8

1990 ............... 25.7 39.7 32.7 18.6 7.7 1.9 .3 126.6

1995 ............... 26.3 43.4 42.0 23.1 10.0 2.6 .5 147.8

1996 ............... 26.2 45.1 43.7 25.5 10.7 2.8 .5 154.5

1997 ............... 23.8 41.9 41.4 25.0 10.3 2.8 .5 145.6

1998 ............... 23.9 41.9 42.4 26.4 10.8 2.9 .5 149.0

1999 ............... 24.9 42.2 44.0 29.4 12.3 3.1 .6 156.5

2000 ............... 24.3 39.8 42.3 29.5 12.7 3.0 .7 152.3

2001 ............... 25.8 40.6 44.0 32.0 14.2 3.1 .8 160.5

2002 ............... 26.2 39.4 43.8 33.5 15.0 3.1 .9 162.0

2003 ............... 26.7 38.1 43.5 35.3 15.9 3.1 1.0 163.6

2004 ............... 25.2 38.5 43.6 34.1 17.1 3.6 1.0 163.1

2005 ............... 26.2 39.7 44.1 33.9 17.2 3.7 1.0 165.9

2006 ............... 27.2 41.3 45.1 33.7 17.2 3.8 1.0 169.3

2007 ............... 27.9 43.1 46.5 33.5 17.3 3.8 1.0 173.1

2008 ............... 29.1 44.7 48.7 33.2 17.2 3.9 1.1 178.0

2009 ............... 31.4 46.4 50.9 33.5 17.0 4.0 1.0 184.3

2010 ............... 33.7 48.4 53.0 34.0 17.0 4.0 1.1 191.2

2011 ............... 35.3 50.6 55.4 34.8 16.9 4.0 1.2 198.2

2012 ............... 36.1 53.3 58.1 36.0 16.8 4.0 1.1 205.5

2013 ............... 37.0 56.4 60.5 37.8 16.7 4.0 1.2 213.6

2014 ............... 38.0 60.0 62.7 39.5 16.9 4.0 1.2 222.2

Aged husbands

1980 ............... .1 .4 .3 .2 .1 1/ 1/ 1.1

1985 ............... .1 .6 .5 .3 .1 1/ 1/ 1.8

1990 ............... .1 .9 .9 .5 .2 .1 1/ 2.7

1995 ............... .1 .9 1.0 .6 .3 .1 1/ 2.8

1996 ............... .1 .8 1.0 .6 .3 .1 1/ 2.9

1997 ............... .1 .8 1.1 .7 .3 .1 1/ 3.1

1998 ............... .1 .8 1.1 .7 .3 .1 1/ 3.2

1999 ............... .1 .7 1.1 .8 .4 .1 1/ 3.3

2000 ............... .1 .7 1.1 .9 .4 .1 1/ 3.4

2001 ............... .1 .7 1.0 .9 .4 .1 1/ 3.2

2002 ............... .1 .7 .9 .9 .4 .1 1/ 3.1

2003 ............... .1 .6 .8 .8 .4 .1 1/ 2.9

2004 ............... .1 .6 .7 .8 .4 .1 1/ 2.8

2005 ............... .1 .6 .7 .7 .4 .1 1/ 2.7

2006 ............... .1 .6 .7 .6 .4 .1 1/ 2.5

2007 ............... .1 .6 .6 .5 .4 .1 1/ 2.4

2008 ............... .1 .7 .7 .6 .4 .1 1/ 2.7

2009 ............... .1 .7 .7 .6 .4 .1 1/ 2.7

2010 ............... .1 .7 .7 .6 .4 .2 1/ 2.7

2011 ............... .1 .7 .7 .6 .4 .2 1/ 2.8

2012 ............... .1 .7 .7 .6 .4 .2 1/ 2.9

2013 ............... .2 .8 .8 .6 .4 .2 1/ 2.9

2014 ............... .2 .8 .8 .6 .4 .2 1/ 3.0

Total

1980 ............... 18.0 26.4 22.5 12.4 5.0 1.2 .2 85.7

1985 ............... 22.9 30.9 26.7 14.5 5.8 1.4 .3 102.5

1990 ............... 25.8 40.6 33.6 19.1 7.9 2.0 .3 129.3

1995 ............... 26.4 44.1 43.1 23.9 10.4 2.7 .5 151.1

1996 ............... 26.3 45.8 44.8 26.4 11.1 2.9 .5 157.9

1997 ............... 23.9 42.6 42.4 25.9 10.7 2.9 .5 148.8

1998 ............... 24.0 42.6 43.3 27.3 11.2 3.1 .5 152.1

1999 ............... 24.9 42.8 44.8 30.3 12.7 3.3 .7 159.4

2000 ............... 24.4 40.5 43.0 30.2 13.1 3.2 .7 155.1

2001 ............... 25.9 41.2 44.7 32.7 14.6 3.3 .8 163.2

2002 ............... 26.3 40.0 44.4 34.1 15.4 3.3 .9 164.5

2003 ............... 26.8 38.7 44.1 35.9 16.3 3.2 1.0 166.0

2004 ............... 25.4 39.2 44.2 34.7 17.6 3.7 1.1 165.8

2005 ............... 26.3 40.4 44.8 34.5 17.7 3.8 1.1 168.6

2006 ............... 27.3 42.0 45.8 34.3 17.6 4.0 1.1 172.0

2007 ............... 28.0 43.8 47.2 34.1 17.7 4.0 1.1 175.9

2008 ............... 29.3 45.4 49.5 33.8 17.7 4.1 1.1 180.8

2009 ............... 31.5 47.2 51.7 34.1 17.5 4.1 1.1 187.2

2010 ............... 33.9 49.2 53.7 34.6 17.4 4.2 1.2 194.2

2011 ............... 35.4 51.5 56.2 35.4 17.3 4.2 1.2 201.3

2012 ............... 36.3 54.2 58.9 36.6 17.3 4.2 1.2 208.6

2013 ............... 37.2 57.3 61.4 38.4 17.2 4.2 1.2 216.9

2014 ............... 38.2 60.9 63.7 40.1 17.4 4.1 1.3 225.7

1 Fewer than 50.
71

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 2005 Trustees Report intermediate set of assumptions.

III.B7.—Total Insured Aged Beneficiaries1 In Force, Age 60 or Older

(By age and gender, as of December 31, 1980-2014)

[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............... 242.0 1,424.0 3,649.4 2,751.4 1,776.4 992.9 471.1 146.3 30.0 11,483.4

1985............... 223.0 1,689.1 3,835.2 3,066.3 2,047.8 1,138.8 511.3 177.1 42.2 12,730.7

1990............... 205.5 1,713.0 4,122.0 3,298.1 2,316.3 1,331.3 594.7 192.7 51.5 13,825.1

1995............... 239.4 1,713.4 4,108.2 3,634.2 2,553.3 1,546.9 708.1 228.3 57.1 14,788.8

1996............... 242.5 1,702.9 4,078.3 3,624.4 2,650.3 1,582.2 730.9 236.0 57.9 14,905.4

1997............... 244.1 1,687.0 4,032.9 3,647.2 2,716.0 1,614.7 756.0 244.8 59.8 15,002.4

1998............... 251.8 1,702.7 3,972.9 3,652.0 2,767.9 1,656.5 780.3 252.8 61.5 15,098.4

1999............... 257.9 1,721.6 3,969.8 3,630.1 2,836.2 1,678.6 807.7 259.5 62.7 15,224.1

2000............... 263.7 1,762.2 4,095.1 3,646.6 2,857.1 1,740.6 831.6 266.4 63.9 15,527.2

2001............... 277.3 1,781.2 4,139.0 3,638.5 2,859.8 1,818.4 853.4 274.3 65.2 15,707.2

2002............... 300.2 1,798.3 4,204.2 3,623.5 2,888.8 1,872.8 876.5 284.3 67.3 15,915.8

2003............... 324.9 1,812.7 4,293.6 3,596.9 2,908.5 1,923.9 909.8 295.7 69.7 16,135.7

2004............... 331.9 1,888.5 4,337.7 3,622.0 2,909.6 1,987.4 934.2 310.0 72.0 16,393.3

2005............... 329.1 1,975.0 4,420.3 3,638.4 2,930.8 2,002.2 970.6 317.4 70.2 16,654.1

2006............... 354.1 2,041.3 4,568.2 3,681.4 2,930.7 2,007.6 1,014.1 323.2 69.3 16,989.8

2007............... 398.0 2,078.3 4,777.4 3,752.6 2,923.8 2,029.6 1,041.1 330.6 69.8 17,401.1

2008............... 417.1 2,168.6 4,982.8 3,880.8 2,902.9 2,044.0 1,064.6 340.3 70.4 17,871.4

2009............... 421.9 2,326.1 5,172.1 4,004.3 2,920.7 2,044.8 1,093.1 345.5 71.8 18,400.4

2010............... 429.0 2,472.5 5,377.2 4,130.8 2,942.1 2,066.4 1,104.1 360.9 73.0 18,956.0

2011............... 435.6 2,552.2 5,646.9 4,303.7 2,983.6 2,071.9 1,111.5 379.0 74.0 19,558.5

2012............... 446.1 2,584.1 5,959.1 4,510.3 3,048.5 2,073.7 1,128.0 390.0 76.0 20,215.9

2013............... 462.1 2,628.6 6,267.7 4,708.2 3,158.9 2,064.5 1,140.3 400.0 78.5 20,908.6

2014............... 483.2 2,677.6 6,593.5 4,886.0 3,265.9 2,084.0 1,145.0 411.8 80.2 21,627.2

Female

1980............... 245.2 1,492.9 3,054.6 2,466.0 1,709.2 1,067.3 538.1 172.1 32.2 10,777.6

1985............... 237.7 1,685.8 3,365.2 2,838.4 2,118.3 1,327.1 695.7 266.5 63.2 12,597.8

1990............... 216.1 1,658.1 3,659.6 3,099.1 2,433.7 1,642.2 876.6 339.8 98.6 14,024.0

1995............... 242.4 1,612.8 3,619.4 3,448.3 2,678.4 1,911.2 1,101.5 450.6 132.4 15,197.2

1996............... 247.9 1,620.6 3,592.5 3,437.6 2,774.6 1,954.4 1,134.1 472.1 137.4 15,371.2

1997............... 255.9 1,626.9 3,565.1 3,449.2 2,833.6 1,988.2 1,168.1 494.4 145.3 15,526.7

1998............... 265.7 1,663.1 3,533.4 3,452.3 2,879.3 2,038.1 1,197.4 512.9 151.2 15,693.3

1999............... 276.6 1,701.5 3,553.3 3,416.8 2,951.0 2,055.2 1,232.5 527.8 155.9 15,870.5

2000............... 287.3 1,761.9 3,627.3 3,402.4 2,981.5 2,106.5 1,259.6 537.4 161.7 16,125.7

2001............... 302.6 1,798.8 3,698.8 3,379.6 2,979.0 2,182.6 1,284.2 549.0 165.1 16,339.7

2002............... 329.5 1,826.9 3,774.9 3,366.3 3,000.2 2,226.7 1,309.1 563.9 168.9 16,566.5

2003............... 358.3 1,862.1 3,900.4 3,344.8 3,013.1 2,272.7 1,341.5 580.6 175.6 16,849.3

2004............... 369.9 1,970.9 3,995.7 3,378.9 2,975.4 2,329.9 1,361.7 601.9 184.2 17,168.5

2005............... 373.3 2,066.2 4,123.9 3,422.9 2,960.0 2,349.3 1,392.6 611.4 185.7 17,485.2

2006............... 405.8 2,147.8 4,303.5 3,498.2 2,940.5 2,345.0 1,434.7 619.5 186.6 17,881.7

2007............... 458.4 2,206.6 4,514.1 3,604.9 2,924.6 2,354.2 1,461.1 627.7 188.9 18,340.6

2008............... 486.5 2,323.3 4,705.1 3,777.8 2,901.2 2,352.8 1,482.9 638.6 191.6 18,859.9

2009............... 497.5 2,517.3 4,878.4 3,944.1 2,924.0 2,326.1 1,518.0 641.7 195.6 19,442.8

2010............... 511.2 2,703.2 5,074.2 4,102.7 2,965.2 2,317.1 1,532.1 658.3 198.3 20,062.2

2011............... 527.9 2,823.3 5,340.5 4,292.8 3,033.4 2,304.8 1,532.1 680.8 200.6 20,736.2

2012............... 549.3 2,893.5 5,657.2 4,502.8 3,129.7 2,296.8 1,540.9 694.6 203.9 21,468.8

2013............... 574.3 2,971.7 5,981.9 4,690.9 3,283.0 2,282.4 1,542.8 706.8 208.5 22,242.4

2014............... 601.2 3,059.5 6,331.7 4,861.6 3,430.7 2,305.1 1,528.8 725.1 211.0 23,054.8

Total

1980............... 487.2 2,916.8 6,704.0 5,217.4 3,485.6 2,060.1 1,009.2 318.4 62.2 22,261.0

1985............... 460.8 3,374.9 7,200.3 5,904.7 4,166.0 2,465.9 1,207.0 443.5 105.4 25,328.5

1990............... 421.6 3,371.2 7,781.5 6,397.2 4,750.0 2,973.5 1,471.3 532.5 150.2 27,849.1

1995............... 481.8 3,326.3 7,727.6 7,082.5 5,231.7 3,458.1 1,809.7 678.9 189.5 29,986.1

1996............... 490.4 3,323.5 7,670.8 7,061.9 5,424.9 3,536.7 1,865.1 708.2 195.2 30,276.6

1997............... 500.0 3,313.8 7,598.0 7,096.4 5,549.6 3,602.9 1,924.1 739.2 205.1 30,529.1

1998............... 517.4 3,365.9 7,506.2 7,104.3 5,647.2 3,694.6 1,977.7 765.7 212.7 30,791.7

1999............... 534.4 3,423.1 7,523.1 7,046.9 5,787.2 3,733.7 2,040.2 787.3 218.6 31,094.6

2000............... 551.1 3,524.1 7,722.4 7,049.0 5,838.6 3,847.1 2,091.1 803.9 225.6 31,652.9

2001............... 579.9 3,580.0 7,837.8 7,018.1 5,838.8 4,001.0 2,137.6 823.4 230.3 32,046.9

2002............... 629.7 3,625.2 7,979.1 6,989.8 5,889.0 4,099.5 2,185.6 848.2 236.2 32,482.3

2003............... 683.3 3,674.8 8,194.0 6,941.7 5,921.7 4,196.6 2,251.3 876.3 245.3 32,985.0

2004............... 701.8 3,859.5 8,333.4 7,000.9 5,884.9 4,317.3 2,295.9 911.9 256.2 33,561.8

2005............... 702.4 4,041.2 8,544.2 7,061.3 5,890.8 4,351.4 2,363.2 928.9 255.8 34,139.3

2006............... 759.9 4,189.0 8,871.7 7,179.6 5,871.2 4,352.6 2,448.8 942.8 255.9 34,871.5

2007............... 856.4 4,284.9 9,291.5 7,357.5 5,848.4 4,383.8 2,502.2 958.2 258.7 35,741.7

2008............... 903.5 4,491.9 9,688.0 7,658.7 5,804.1 4,396.8 2,547.5 978.9 262.0 36,731.3

2009............... 919.4 4,843.4 10,050.5 7,948.4 5,844.8 4,370.9 2,611.1 987.2 267.5 37,843.2

2010............... 940.2 5,175.8 10,451.4 8,233.5 5,907.3 4,383.5 2,636.2 1,019.3 271.2 39,018.2

2011............... 963.5 5,375.5 10,987.5 8,596.5 6,017.0 4,376.6 2,643.6 1,059.8 274.7 40,294.7

2012............... 995.4 5,477.6 11,616.4 9,013.2 6,178.3 4,370.5 2,669.0 1,084.6 279.9 41,684.7

2013............... 1,036.4 5,600.2 12,249.6 9,399.1 6,441.9 4,346.8 2,683.1 1,106.7 287.1 43,151.0

2014............... 1,084.5 5,737.1 12,925.2 9,747.5 6,696.6 4,389.1 2,673.8 1,136.8 291.2 44,681.9

1 Includes retired and disabled workers, insured aged widow(er)s, and insured aged spouses.
72

Benefit Payments

Source: Computed by dividing number in force by insured population.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B8.—Total Insured Aged Beneficiaries1 In Force, Age 60 or Older as a Percentage of Fully Insured Population

(By age and gender, as of December 31, 1980-2014)

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980 ............... 12.6 53.7 97.0 100.0 100.0 100.0 100.0 100.0 100.1 79.2

1985 ............... 11.2 59.0 96.1 100.0 100.0 100.0 100.0 100.0 100.0 80.5

1990 ............... 10.6 60.1 95.1 100.0 100.0 100.0 100.0 100.0 100.1 81.8

1995 ............... 12.5 63.2 95.5 100.0 100.0 100.0 100.0 100.0 100.0 83.7

1996 ............... 12.6 63.0 95.3 100.0 100.0 100.0 100.0 100.0 99.9 83.8

1997 ............... 12.3 61.0 95.0 100.0 100.0 100.0 100.0 100.0 100.0 83.2

1998 ............... 12.2 60.4 94.7 100.0 100.0 100.0 100.0 100.0 100.0 82.8

1999 ............... 12.5 60.1 94.2 100.0 100.0 100.0 100.0 100.0 100.0 82.6

2000 ............... 12.3 60.2 97.1 100.0 100.0 100.0 100.0 100.0 100.0 83.1

2001 ............... 12.2 59.0 97.3 100.0 100.0 100.0 100.0 100.0 100.0 82.5

2002 ............... 12.4 57.6 97.3 100.0 100.0 100.0 100.0 100.0 99.9 81.7

2003 ............... 12.9 55.3 96.3 100.0 100.0 100.0 100.0 100.0 100.0 80.9

2004 ............... 12.9 55.1 94.8 100.0 100.0 100.0 100.0 100.0 100.0 80.3

2005 ............... 12.4 54.8 93.8 100.0 100.0 100.0 100.0 100.0 102.0 79.7

2006 ............... 12.4 54.9 93.1 100.0 100.0 100.0 100.0 100.0 102.6 79.0

2007 ............... 12.8 54.4 93.0 100.0 100.0 100.0 100.0 100.0 102.4 78.3

2008 ............... 12.8 53.7 93.1 100.0 100.0 100.0 100.0 100.0 102.1 77.9

2009 ............... 12.8 53.3 93.2 100.0 100.0 100.0 100.0 100.0 101.6 77.6

2010 ............... 12.7 53.4 93.1 100.0 100.0 100.0 100.0 100.0 100.6 77.5

2011 ............... 12.8 53.4 92.8 100.0 100.0 100.0 100.0 100.0 100.3 77.6

2012 ............... 12.8 53.1 92.6 100.0 100.0 100.0 100.0 100.0 100.2 77.7

2013 ............... 12.9 53.2 92.8 100.0 100.0 100.0 100.0 100.0 99.5 77.9

2014 ............... 12.9 53.2 92.9 100.0 100.0 100.0 100.0 100.0 99.1 77.9

Female

1980 ............... 16.3 68.8 94.8 99.9 100.0 99.9 99.9 99.9 100.0 83.6

1985 ............... 14.9 70.4 94.9 99.7 99.7 99.7 99.6 99.7 99.7 84.7

1990 ............... 13.8 69.6 95.7 100.0 100.0 100.0 100.0 100.0 99.9 86.2

1995 ............... 15.3 70.3 94.4 100.0 100.0 100.0 100.0 100.0 99.9 87.1

1996 ............... 15.4 70.1 94.1 100.0 100.0 100.0 100.0 100.0 100.0 87.1

1997 ............... 15.3 67.8 93.2 100.0 100.0 100.0 100.0 100.0 99.9 86.4

1998 ............... 15.1 67.5 93.3 100.0 100.0 100.0 100.0 100.0 100.0 86.0

1999 ............... 15.4 67.7 93.2 100.0 100.0 100.0 100.0 100.0 99.9 86.0

2000 ............... 15.3 67.8 94.6 100.0 100.0 100.0 100.0 100.0 99.9 86.0

2001 ............... 15.1 66.4 94.8 100.0 100.0 100.0 100.0 100.0 99.9 85.3

2002 ............... 15.4 64.6 94.7 100.0 100.0 100.0 100.0 100.0 99.9 84.6

2003 ............... 15.9 61.7 94.0 100.0 100.0 100.0 100.0 100.0 99.9 83.6

2004 ............... 16.0 62.0 92.9 100.0 100.0 100.0 99.9 100.0 99.9 83.2

2005 ............... 15.6 61.9 92.2 100.0 100.0 100.0 99.9 100.0 99.5 82.8

2006 ............... 15.5 62.3 92.0 100.0 100.0 100.0 99.9 100.0 99.3 82.2

2007 ............... 15.9 62.2 92.0 100.0 100.0 100.0 100.0 99.9 99.6 81.5

2008 ............... 16.0 61.7 92.1 100.0 100.0 100.0 100.0 99.9 99.2 81.1

2009 ............... 16.0 61.6 92.2 100.0 100.0 100.0 100.0 99.9 99.1 80.9

2010 ............... 16.0 61.7 92.1 100.0 100.0 100.0 100.0 99.9 98.5 80.7

2011 ............... 16.1 61.9 91.9 100.0 100.0 100.0 100.0 100.0 98.4 80.7

2012 ............... 16.3 61.9 91.8 100.0 100.0 100.0 100.0 100.0 98.5 80.8

2013 ............... 16.3 62.1 91.9 100.0 100.0 100.0 100.0 100.0 98.3 80.8

2014 ............... 16.4 62.4 92.1 100.0 100.0 100.0 100.0 100.0 98.4 80.9

Total

1980 ............... 14.2 60.5 96.0 100.0 100.0 100.0 100.0 100.0 100.0 81.3

1985 ............... 12.9 64.2 95.5 99.8 99.8 99.8 99.8 99.8 99.8 82.5

1990 ............... 12.1 64.4 95.3 100.0 100.0 100.0 100.0 100.0 100.0 84.0

1995 ............... 13.7 66.5 95.0 100.0 100.0 100.0 100.0 100.0 99.9 85.4

1996 ............... 13.9 66.3 94.7 100.0 100.0 100.0 100.0 100.0 100.0 85.4

1997 ............... 13.7 64.2 94.2 100.0 100.0 100.0 100.0 100.0 100.0 84.8

1998 ............... 13.6 63.7 94.0 100.0 100.0 100.0 100.0 100.0 100.0 84.4

1999 ............... 13.8 63.6 93.7 100.0 100.0 100.0 100.0 100.0 100.0 84.3

2000 ............... 13.7 63.8 95.9 100.0 100.0 100.0 100.0 100.0 100.0 84.5

2001 ............... 13.6 62.5 96.1 100.0 100.0 100.0 100.0 100.0 99.9 83.9

2002 ............... 13.8 60.9 96.1 100.0 100.0 100.0 100.0 100.0 99.9 83.2

2003 ............... 14.3 58.4 95.2 100.0 100.0 100.0 100.0 100.0 99.9 82.2

2004 ............... 14.4 58.4 93.9 100.0 100.0 100.0 99.9 100.0 99.9 81.8

2005 ............... 13.9 58.2 93.0 100.0 100.0 100.0 99.9 100.0 100.2 81.2

2006 ............... 13.9 58.4 92.6 100.0 100.0 100.0 100.0 100.0 100.2 80.6

2007 ............... 14.3 58.1 92.5 100.0 100.0 100.0 100.0 100.0 100.3 79.9

2008 ............... 14.4 57.5 92.6 100.0 100.0 100.0 100.0 99.9 100.0 79.5

2009 ............... 14.3 57.3 92.7 100.0 100.0 100.0 100.0 99.9 99.7 79.3

2010 ............... 14.3 57.4 92.6 100.0 100.0 100.0 100.0 99.9 99.1 79.1

2011 ............... 14.4 57.5 92.4 100.0 100.0 100.0 100.0 100.0 98.9 79.2

2012 ............... 14.5 57.4 92.2 100.0 100.0 100.0 100.0 100.0 98.9 79.3

2013 ............... 14.6 57.5 92.4 100.0 100.0 100.0 100.0 100.0 98.6 79.4

2014 ............... 14.6 57.7 92.5 100.0 100.0 100.0 100.0 100.0 98.6 79.4

1 Includes retired and disabled workers, insured aged widow(er)s, and insured aged spouses.
73

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 2005 Trustees Report intermediate set of assumptions.

III.B9.—Retirement Rates for Insured Aged OASI Beneficiaries1

(By age and gender, as of December 31, 1980-2014)

[Percent]

Year 60 61 62 63 64 65 66 67 68 69 Total

Male

1980............... 2/ 2/ 36.7 23.0 20.3 81.3 54.8 37.8 32.9 30.6 30.6

1985............... 0.2 0.2 41.0 28.9 20.1 81.0 51.8 32.9 28.2 25.0 25.0

1990............... .3 .2 43.0 27.0 16.9 61.1 46.3 32.0 28.6 28.6 28.6

1995............... .2 .2 45.9 30.6 19.5 74.1 43.7 29.6 27.0 26.0 26.0

1996............... .2 .2 44.5 27.8 18.0 65.7 42.5 27.7 25.0 24.6 24.6

1997............... .2 .2 43.6 27.1 16.5 68.7 40.3 27.0 24.0 24.5 24.5

1998............... .2 .2 42.9 26.1 15.6 62.9 39.9 26.2 26.4 25.1 25.1

1999............... .2 .2 41.7 26.8 17.0 62.5 39.3 26.1 23.7 28.0 28.0

2000............... .2 .2 42.8 26.5 18.2 85.0 70.2 62.4 60.2 60.0 60.0

2001............... .2 .2 40.0 26.2 15.8 86.5 48.4 34.0 31.0 29.9 29.9

2002............... .2 .2 39.0 24.4 16.3 84.6 46.3 28.1 27.8 25.3 25.3

2003............... .2 .2 37.2 22.8 14.1 77.1 42.1 26.5 25.1 24.2 24.2

2004............... .2 .2 37.3 22.1 14.0 50.1 83.7 27.4 25.5 26.6 26.6

2005............... .2 .2 37.0 22.0 13.8 45.0 60.0 30.0 30.0 30.0 30.0

2006............... .2 .2 36.8 21.7 13.6 40.0 64.0 32.0 32.0 32.0 32.0

2007............... .2 .2 36.4 21.3 13.4 40.0 68.0 34.0 34.0 34.0 34.0

2008............... .2 .2 36.0 21.0 13.2 40.0 72.0 36.0 36.0 36.0 36.0

2009............... .2 .2 35.7 20.7 13.0 40.0 76.0 38.0 38.0 38.0 38.0

2010............... .2 .2 35.3 20.3 13.0 40.0 80.0 40.0 40.0 40.0 40.0

2011............... .2 .2 35.0 20.0 13.0 40.0 85.0 40.0 40.0 40.0 40.0

2012............... .2 .2 35.0 20.0 13.0 40.0 85.0 40.0 40.0 40.0 40.0

2013............... .2 .2 35.0 20.0 13.0 40.0 85.0 40.0 40.0 40.0 40.0

2014............... .2 .2 35.0 20.0 13.0 40.0 85.0 40.0 40.0 40.0 40.0

Female

1980............... 6.2 4.0 57.3 30.7 24.3 84.1 38.6 24.4 21.2 20.0 20.0

1985............... 6.6 3.8 54.6 38.9 27.2 99.0 35.9 20.2 15.7 15.3 15.3

1990............... 5.8 3.3 54.1 33.7 22.6 78.0 40.3 27.4 24.2 24.7 24.7

1995............... 4.5 2.6 54.8 36.8 22.8 81.6 30.0 17.6 16.9 15.1 15.1

1996............... 4.5 2.5 53.3 34.4 21.9 73.2 29.4 16.0 13.3 14.7 14.7

1997............... 4.2 2.6 52.6 33.5 21.5 79.4 30.5 22.1 23.5 27.1 27.1

1998............... 4.1 2.4 52.3 31.9 19.5 70.7 28.4 17.6 18.4 19.0 19.0

1999............... 4.3 2.5 50.3 33.2 20.3 68.2 28.6 18.2 16.4 17.8 17.8

2000............... 4.3 2.5 51.7 33.3 23.9 85.6 46.0 30.9 28.7 25.6 25.6

2001............... 4.0 2.3 48.4 32.5 19.7 88.5 31.4 20.4 18.4 19.1 19.1

2002............... 3.7 2.1 46.6 29.9 20.3 85.2 27.9 15.3 16.0 14.8 14.8

2003............... 3.7 2.1 44.8 27.9 17.6 80.4 26.1 16.6 17.7 19.4 19.4

2004............... 3.3 2.0 44.8 26.9 16.7 52.8 56.7 17.5 18.8 22.0 22.0

2005............... 3.3 1.8 45.0 26.5 16.5 48.0 45.0 18.0 19.0 22.0 22.0

2006............... 3.2 1.7 45.0 26.2 16.2 43.0 50.0 19.0 20.0 23.0 23.0

2007............... 3.1 1.6 45.0 25.9 15.9 43.0 55.0 20.0 21.0 24.0 24.0

2008............... 3.0 1.5 45.0 25.6 15.6 43.0 60.0 21.0 22.0 25.0 25.0

2009............... 3.0 1.5 45.0 25.3 15.3 43.0 65.0 22.0 23.0 26.0 26.0

2010............... 3.0 1.5 45.0 25.0 15.0 43.0 70.0 23.0 24.0 27.0 27.0

2011............... 3.0 1.5 45.0 25.0 15.0 43.0 75.0 24.0 25.0 28.0 28.0

2012............... 3.0 1.5 45.0 25.0 15.0 43.0 75.0 25.0 26.0 29.0 29.0

2013............... 3.0 1.5 45.0 25.0 15.0 43.0 75.0 25.0 26.0 29.0 29.0

2014............... 3.0 1.5 45.0 25.0 15.0 43.0 75.0 25.0 26.0 29.0 29.0

1 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. 2 Less than 0.05 percent.
74

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 2005 Trustees Report intermediate set of assumptions.

III.B10.—Awards to Retired Workers

(By age and gender, calendar years 1980-2014)

[In thousands]

Year 62-64

65-69 (Excluding

DI conversions) 70 or older DI conversions Total

Male

1980 ..................................... 487.5 312.5 6.4 135.7 942.1

1985 ..................................... 563.8 287.0 7.8 124.0 982.6

1990 ..................................... 566.6 272.5 12.9 115.1 967.0

1995 ..................................... 546.2 245.3 14.9 117.5 923.9

1996 ..................................... 536.4 235.1 13.7 116.8 902.0

1997 ..................................... 530.4 229.0 15.9 120.4 895.7

1998 ..................................... 531.2 230.6 15.5 117.5 894.9

1999 ..................................... 554.1 245.1 17.1 124.0 940.4

2000 ..................................... 574.7 394.4 21.8 125.6 1,116.5

2001 ..................................... 553.5 292.1 11.1 125.6 982.1

2002 ..................................... 563.9 297.9 10.3 129.0 1,001.1

2003 ..................................... 565.2 280.3 9.9 113.9 969.2

2004 ..................................... 598.9 284.0 12.1 114.5 1,009.5

2005 ..................................... 615.6 290.3 10.8 118.2 1,034.8

2006 ..................................... 626.1 328.1 10.9 122.0 1,087.0

2007 ..................................... 642.2 376.9 11.1 128.4 1,158.5

2008 ..................................... 687.8 407.4 11.4 136.8 1,243.4

2009 ..................................... 736.9 431.8 11.5 171.4 1,351.5

2010 ..................................... 756.5 461.7 12.0 170.7 1,400.9

2011 ..................................... 770.6 516.1 12.7 174.6 1,473.9

2012 ..................................... 782.8 564.9 13.3 198.7 1,559.7

2013 ..................................... 795.0 592.9 13.7 218.1 1,619.7

2014 ..................................... 810.9 606.4 14.0 219.7 1,651.1

Female

1980 ..................................... 429.2 166.1 7.4 67.8 670.6

1985 ..................................... 471.6 153.8 9.1 65.3 699.8

1990 ..................................... 458.7 157.1 9.0 62.3 687.1

1995 ..................................... 448.0 155.4 12.7 68.1 684.2

1996 ..................................... 448.5 149.7 10.6 69.7 678.5

1997 ..................................... 454.9 165.4 128.0 73.8 822.1

1998 ..................................... 462.3 158.2 41.1 74.2 735.9

1999 ..................................... 479.0 165.5 23.2 81.0 748.8

2000 ..................................... 507.8 227.1 23.4 84.5 842.8

2001 ..................................... 490.2 192.4 25.5 87.6 795.7

2002 ..................................... 502.7 196.3 19.0 93.3 811.4

2003 ..................................... 515.1 197.8 24.7 84.5 822.1

2004 ..................................... 556.5 207.5 22.3 87.2 873.5

2005 ..................................... 573.2 206.6 20.3 92.7 892.7

2006 ..................................... 583.7 230.2 20.1 98.2 932.2

2007 ..................................... 608.7 257.1 20.2 105.4 991.3

2008 ..................................... 664.4 276.2 20.2 114.9 1,075.7

2009 ..................................... 719.9 295.3 21.7 147.0 1,184.0

2010 ..................................... 746.5 318.9 22.7 147.3 1,235.5

2011 ..................................... 769.6 357.6 24.0 151.8 1,303.0

2012 ..................................... 789.7 394.1 25.2 175.0 1,384.0

2013 ..................................... 806.1 415.5 26.0 194.1 1,441.8

2014 ..................................... 830.5 425.8 26.8 198.2 1,481.3

Total

1980 ..................................... 916.8 478.6 13.9 203.5 1,612.7

1985 ..................................... 1,035.4 440.8 16.9 189.3 1,682.4

1990 ..................................... 1,025.3 429.6 21.9 177.3 1,654.1

1995 ..................................... 994.2 400.7 27.6 185.6 1,608.1

1996 ..................................... 984.9 384.8 24.3 186.4 1,580.4

1997 ..................................... 985.3 394.4 143.9 194.2 1,717.8

1998 ..................................... 993.5 388.9 56.7 191.7 1,630.7

1999 ..................................... 1,033.1 410.6 40.3 205.1 1,689.2

2000 ..................................... 1,082.6 621.5 45.2 210.1 1,959.4

2001 ..................................... 1,043.6 484.5 36.6 213.1 1,777.8

2002 ..................................... 1,066.7 494.2 29.3 222.4 1,812.6

2003 ..................................... 1,080.3 478.1 34.6 198.3 1,791.3

2004 ..................................... 1,155.4 491.5 34.4 201.7 1,883.1

2005 ..................................... 1,188.8 496.9 31.0 210.9 1,927.6

2006 ..................................... 1,209.7 558.3 31.0 220.2 2,019.2

2007 ..................................... 1,250.9 634.0 31.3 233.7 2,149.9

2008 ..................................... 1,352.3 683.5 31.6 251.7 2,319.1

2009 ..................................... 1,456.8 727.1 33.2 318.4 2,535.5

2010 ..................................... 1,503.0 780.6 34.8 318.0 2,636.4

2011 ..................................... 1,540.2 873.7 36.7 326.3 2,776.9

2012 ..................................... 1,572.5 959.0 38.5 373.7 2,943.8

2013 ..................................... 1,601.2 1,008.4 39.7 412.2 3,061.5

2014 ..................................... 1,641.5 1,032.2 40.8 417.9 3,132.4
75

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 2005 Trustees Report intermediate set of assumptions.

III.B11.—Awards to Insured Aged Widows and Widowers

(By age and gender, calendar years 1980-2014)

[In thousands]

Year 60-61 62-64 65-69 70 or older Total

Aged widows

1980..................................... 69.7 48.8 28.8 8.0 155.2

1985..................................... 75.9 52.2 33.5 8.8 170.3

1990..................................... 65.3 47.8 28.7 7.9 149.7

1995..................................... 51.4 36.5 22.0 6.1 115.9

1996..................................... 50.7 35.9 21.7 6.0 114.3

1997..................................... 50.9 36.1 21.8 6.0 114.9

1998..................................... 51.2 36.3 21.9 6.1 115.5

1999..................................... 54.3 38.5 23.2 6.4 122.5

2000..................................... 56.9 40.8 25.2 7.0 130.0

2001..................................... 56.4 39.2 24.5 6.8 127.0

2002..................................... 56.7 39.2 25.2 7.4 128.5

2003..................................... 57.9 39.0 24.6 7.0 128.4

2004..................................... 53.9 40.4 25.9 7.1 127.2

2005..................................... 54.6 41.7 24.9 6.4 127.6

2006..................................... 57.8 42.5 25.5 6.4 132.2

2007..................................... 60.8 43.9 26.9 6.4 138.0

2008..................................... 60.7 47.2 27.5 6.4 141.8

2009..................................... 62.3 51.1 28.3 6.9 148.5

2010..................................... 64.1 53.5 29.6 7.2 154.4

2011..................................... 65.6 55.4 33.0 7.6 161.5

2012..................................... 67.6 56.8 35.9 8.0 168.3

2013..................................... 70.5 58.0 37.1 8.2 173.9

2014..................................... 73.6 59.7 38.4 8.5 180.1

Aged widowers

1980..................................... 1/ 4.9 1.1 .1 6.1

1985..................................... 3.9 5.8 1.5 .1 11.4

1990..................................... 4.4 5.6 1.5 .1 11.6

1995..................................... 2.8 3.6 .9 .1 7.4

1996..................................... 2.8 3.5 .9 .1 7.3

1997..................................... 2.8 3.5 .9 .1 7.3

1998..................................... 2.8 3.6 1.0 .1 7.5

1999..................................... 3.1 3.6 1.1 .1 7.8

2000..................................... 3.1 3.6 1.2 .1 8.0

2001..................................... 3.3 3.4 1.3 .1 8.0

2002..................................... 3.7 3.7 1.5 .1 8.9

2003..................................... 3.9 3.9 1.6 .1 9.5

2004..................................... 3.7 4.3 1.7 .1 9.8

2005..................................... 3.8 4.4 1.8 .1 10.0

2006..................................... 4.1 4.5 1.9 .1 10.5

2007..................................... 4.4 4.6 2.0 .1 11.2

2008..................................... 4.6 4.9 2.1 .1 11.7

2009..................................... 4.7 5.3 2.1 .1 12.2

2010..................................... 4.8 5.4 2.2 .1 12.5

2011..................................... 4.9 5.5 2.4 .1 12.9

2012..................................... 5.0 5.6 2.5 .1 13.2

2013..................................... 5.1 5.7 2.6 .1 13.5

2014..................................... 5.4 5.8 2.7 .1 14.0

Total

1980..................................... 69.7 53.7 29.9 8.1 161.3

1985..................................... 79.9 58.0 35.0 8.9 181.7

1990..................................... 69.7 53.4 30.1 8.0 161.2

1995..................................... 54.2 40.0 22.9 6.2 123.3

1996..................................... 53.4 39.5 22.6 6.1 121.5

1997..................................... 53.7 39.7 22.7 6.1 122.2

1998..................................... 54.0 40.0 22.9 6.1 123.0

1999..................................... 57.5 42.1 24.3 6.5 130.4

2000..................................... 60.0 44.4 26.4 7.1 137.9

2001..................................... 59.7 42.6 25.8 6.9 135.0

2002..................................... 60.4 42.9 26.7 7.5 137.5

2003..................................... 61.8 42.9 26.2 7.1 137.9

2004..................................... 57.6 44.7 27.6 7.2 137.0

2005..................................... 58.3 46.1 26.7 6.5 137.6

2006..................................... 61.9 47.0 27.4 6.5 142.7

2007..................................... 65.2 48.5 28.9 6.5 149.2

2008..................................... 65.3 52.2 29.6 6.5 153.5

2009..................................... 67.0 56.3 30.4 7.0 160.7

2010..................................... 68.9 58.9 31.7 7.3 166.9

2011..................................... 70.4 60.9 35.3 7.7 174.4

2012..................................... 72.6 62.4 38.4 8.1 181.4

2013..................................... 75.6 63.7 39.8 8.4 187.4

2014..................................... 78.9 65.4 41.1 8.6 194.1

1 Fewer than 50.
76

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 2005 Trustees Report intermediate set of assumptions.

III.B12.—Awards to Insured Aged Spouses

(By age and gender, calendar years 1980-2014)

[In thousands]

Year 62-64 65-69 70 or older Total

Aged wives

1980 ..................................... 8.3 1.8 0.4 10.5

1985 ..................................... 9.8 2.2 .5 12.6

1990 ..................................... 10.5 2.5 .5 13.5

1995 ..................................... 10.5 2.6 .5 13.6

1996 ..................................... 10.2 2.6 .5 13.3

1997 ..................................... 11.6 3.1 .6 15.2

1998 ..................................... 11.7 3.2 .6 15.4

1999 ..................................... 12.3 3.6 .7 16.5

2000 ..................................... 14.7 5.3 .9 20.9

2001 ..................................... 14.6 4.4 .8 19.8

2002 ..................................... 15.0 4.6 .9 20.5

2003 ..................................... 16.1 4.6 .8 21.6

2004 ..................................... 15.0 4.7 1.0 20.6

2005 ..................................... 15.5 4.6 .9 21.0

2006 ..................................... 15.8 4.9 .9 21.6

2007 ..................................... 16.3 5.3 .9 22.5

2008 ..................................... 17.5 5.4 .9 23.9

2009 ..................................... 19.0 5.6 1.0 25.5

2010 ..................................... 19.9 5.8 1.0 26.7

2011 ..................................... 20.6 6.5 1.1 28.1

2012 ..................................... 21.1 7.0 1.1 29.2

2013 ..................................... 21.6 7.4 1.1 30.1

2014 ..................................... 22.2 7.7 1.2 31.0

Aged husbands

1980 ..................................... .1 .1 .1 .2

1985 ..................................... .1 .2 .1 .3

1990 ..................................... .1 .2 .1 .3

1995 ..................................... .1 .2 .1 .3

1996 ..................................... .1 .2 .1 .3

1997 ..................................... .1 .2 .1 .3

1998 ..................................... .1 .2 .1 .3

1999 ..................................... .1 .2 .1 .4

2000 ..................................... .1 .3 .1 .5

2001 ..................................... .1 .3 .1 .5

2002 ..................................... .1 .3 .2 .6

2003 ..................................... .1 .4 .2 .7

2004 ..................................... .1 .3 .2 .7

2005 ..................................... .1 .4 .2 .7

2006 ..................................... .2 .4 .2 .7

2007 ..................................... .2 .4 .2 .8

2008 ..................................... .2 .4 .2 .8

2009 ..................................... .2 .5 .2 .8

2010 ..................................... .2 .5 .2 .8

2011 ..................................... .2 .5 .2 .9

2012 ..................................... .2 .5 .2 .9

2013 ..................................... .2 .6 .2 1.0

2014 ..................................... .2 .6 .2 1.0

Total

1980 ..................................... 8.3 1.9 .4 10.7

1985 ..................................... 9.9 2.4 .6 12.9

1990 ..................................... 10.6 2.7 .5 13.8

1995 ..................................... 10.5 2.8 .6 13.9

1996 ..................................... 10.2 2.8 .6 13.6

1997 ..................................... 11.6 3.3 .7 15.5

1998 ..................................... 11.7 3.3 .7 15.8

1999 ..................................... 12.3 3.8 .8 16.9

2000 ..................................... 14.8 5.5 1.0 21.4

2001 ..................................... 14.7 4.7 .9 20.3

2002 ..................................... 15.1 5.0 1.0 21.1

2003 ..................................... 16.3 5.0 1.0 22.2

2004 ..................................... 15.1 5.0 1.2 21.3

2005 ..................................... 15.6 5.0 1.1 21.7

2006 ..................................... 16.0 5.3 1.1 22.3

2007 ..................................... 16.5 5.7 1.1 23.2

2008 ..................................... 17.7 5.9 1.1 24.6

2009 ..................................... 19.1 6.1 1.1 26.3

2010 ..................................... 20.0 6.3 1.2 27.5

2011 ..................................... 20.8 7.0 1.3 29.0

2012 ..................................... 21.3 7.6 1.3 30.2

2013 ..................................... 21.7 7.9 1.4 31.0

2014 ..................................... 22.4 8.3 1.4 32.0
77

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 2005 Trustees Report intermediate set of assumptions.

III.B13.—Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 23.1 287.8 46.1 2.0 2.0 2.0 1.8 2.2 366.9

1985............... 22.6 256.9 5.5 2.2 2.0 1.8 1.7 3.5 296.1

1990............... 23.0 216.2 8.2 2.9 2.4 2.1 1.8 4.9 261.6

1995............... 26.4 194.1 8.2 3.4 2.7 2.4 1.9 6.4 245.5

1996............... 28.9 196.2 8.3 3.8 2.8 2.3 1.9 6.7 251.0

1997............... 26.5 184.6 7.8 3.6 2.7 2.2 1.9 6.9 236.2

1998............... 27.7 179.1 8.5 3.8 2.8 2.3 1.9 7.3 233.4

1999............... 27.4 173.1 8.7 4.0 2.9 2.4 2.0 7.5 228.0

2000............... 27.4 18.4 8.0 4.2 3.3 2.5 2.1 7.8 73.7

2001............... 25.1 12.7 6.3 4.2 3.3 2.6 2.1 8.1 64.4

2002............... 23.6 11.9 6.5 4.4 3.7 2.8 2.2 8.6 63.8

2003............... 22.9 14.6 6.5 4.7 4.0 2.8 2.3 9.0 66.8

2004............... 26.6 17.6 7.1 5.0 4.5 3.2 2.4 9.4 75.9

2005............... 28.0 20.6 6.4 4.5 4.1 3.1 2.4 9.1 78.3

2006............... 28.6 24.9 6.4 4.5 4.1 3.2 2.5 9.0 83.3

2007............... 28.7 29.8 6.5 4.4 4.2 3.3 2.5 9.1 88.6

2008............... 29.9 34.1 6.7 4.4 4.2 3.4 2.6 9.2 94.3

2009............... 31.6 46.7 6.4 4.1 3.9 3.3 2.6 9.3 108.0

2010............... 33.1 48.1 6.0 3.6 3.7 3.2 2.7 9.5 109.8

2011............... 34.7 54.7 8.0 4.9 4.5 3.7 2.9 9.7 123.1

2012............... 35.1 58.2 8.4 5.0 4.5 3.7 3.0 9.9 128.0

2013............... 35.7 59.4 8.8 5.2 4.5 3.8 3.1 10.2 130.8

2014............... 36.4 61.0 9.2 5.4 4.6 3.8 3.2 10.4 134.0

Female

1980............... 11.5 69.5 9.5 .8 1.0 1.0 .7 .4 94.3

1985............... 14.4 85.9 3.0 1.1 1.1 1.0 .7 .8 108.0

1990............... 14.8 72.8 3.5 1.8 1.9 1.8 1.3 1.4 99.2

1995............... 16.8 71.0 3.7 1.7 2.0 1.9 1.5 2.2 100.8

1996............... 19.4 71.2 3.6 1.8 2.0 2.0 1.5 2.3 103.7

1997............... 17.1 65.0 3.5 1.7 1.7 1.8 1.3 2.5 94.6

1998............... 18.5 62.0 3.6 1.8 1.7 1.8 1.5 2.7 93.4

1999............... 18.6 61.1 3.9 1.9 1.7 1.9 1.5 2.9 93.5

2000............... 18.6 9.3 3.6 2.1 1.9 2.0 1.7 3.0 42.1

2001............... 17.5 6.7 3.1 2.0 2.0 1.9 1.7 3.3 38.1

2002............... 16.6 6.2 3.3 2.3 2.2 2.1 1.9 3.7 38.3

2003............... 16.0 8.3 3.4 2.4 2.3 2.2 2.0 3.9 40.5

2004............... 18.7 10.6 3.7 3.0 2.9 2.3 2.2 4.3 47.9

2005............... 20.8 11.8 3.1 2.4 2.5 2.1 2.1 4.3 49.3

2006............... 21.9 14.2 3.2 2.4 2.5 2.2 2.2 4.3 52.8

2007............... 22.5 16.8 3.3 2.4 2.5 2.2 2.2 4.4 56.2

2008............... 23.8 19.0 3.4 2.4 2.5 2.2 2.2 4.4 59.8

2009............... 25.7 25.1 3.1 2.1 2.2 2.1 2.1 4.5 67.0

2010............... 27.5 25.8 2.7 1.7 1.9 1.9 2.1 4.5 68.1

2011............... 29.7 30.3 4.4 2.9 2.7 2.5 2.4 4.6 79.5

2012............... 30.7 32.7 4.6 3.0 2.7 2.5 2.4 4.7 83.3

2013............... 31.7 33.8 4.9 3.2 2.7 2.5 2.5 4.8 86.0

2014............... 32.9 35.0 5.1 3.3 2.8 2.5 2.5 4.8 88.8

Total

1980............... 34.5 357.3 55.6 2.8 3.0 2.9 2.4 2.6 461.2

1985............... 37.0 342.8 8.5 3.3 3.2 2.8 2.4 4.2 404.2

1990............... 37.8 289.0 11.7 4.7 4.3 3.8 3.1 6.3 360.7

1995............... 43.2 265.1 11.9 5.1 4.7 4.2 3.3 8.6 346.2

1996............... 48.3 267.4 11.9 5.5 4.8 4.3 3.4 9.0 354.7

1997............... 43.6 249.6 11.3 5.3 4.4 4.0 3.3 9.4 330.9

1998............... 46.2 241.0 12.1 5.6 4.5 4.1 3.4 10.0 326.8

1999............... 46.0 234.2 12.6 5.9 4.6 4.3 3.5 10.4 321.5

2000............... 46.1 27.8 11.6 6.3 5.1 4.5 3.8 10.8 115.9

2001............... 42.6 19.4 9.4 6.2 5.2 4.5 3.8 11.4 102.4

2002............... 40.2 18.2 9.8 6.7 5.9 4.9 4.1 12.3 102.1

2003............... 38.9 22.9 10.0 7.1 6.3 5.0 4.2 12.9 107.3

2004............... 45.4 28.2 10.8 8.0 7.4 5.5 4.7 13.7 123.7

2005............... 48.8 32.5 9.5 6.9 6.6 5.2 4.6 13.4 127.5

2006............... 50.4 39.1 9.6 6.9 6.6 5.4 4.7 13.4 136.1

2007............... 51.2 46.6 9.8 6.8 6.7 5.5 4.7 13.5 144.8

2008............... 53.6 53.0 10.1 6.7 6.7 5.5 4.8 13.6 154.1

2009............... 57.3 71.9 9.6 6.1 6.1 5.4 4.8 13.8 175.0

2010............... 60.5 73.8 8.7 5.4 5.6 5.1 4.8 14.0 177.8

2011............... 64.4 85.0 12.5 7.8 7.3 6.1 5.3 14.3 202.6

2012............... 65.8 90.9 13.1 8.0 7.3 6.2 5.5 14.6 211.2

2013............... 67.4 93.1 13.7 8.4 7.3 6.3 5.6 15.0 216.8

2014............... 69.3 96.0 14.2 8.7 7.4 6.3 5.8 15.2 222.8
78

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

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 0.110 0.206 0.415 1.203 7.275 3.388

1985 ............... 1.725 6.707 .179 .108 .180 .352 .936 8.203 2.444

1990 ............... 1.694 5.254 .249 .125 .182 .346 .940 9.597 1.974

1995 ............... 1.964 4.732 .226 .134 .176 .333 .820 11.251 1.733

1996 ............... 2.186 4.819 .230 .143 .178 .319 .805 11.528 1.759

1997 ............... 2.037 4.584 .213 .132 .167 .290 .789 11.594 1.645

1998 ............... 2.117 4.514 .233 .137 .168 .295 .764 11.847 1.616

1999 ............... 2.068 4.368 .241 .140 .172 .295 .755 11.990 1.566

2000 ............... 2.022 .451 .220 .149 .187 .303 .776 12.191 .497

2001 ............... 1.843 .308 .173 .146 .180 .303 .764 12.454 .429

2002 ............... 1.729 .284 .181 .153 .197 .320 .763 12.840 .420

2003 ............... 1.690 .343 .182 .161 .206 .312 .776 12.849 .436

2004 ............... 1.905 .411 .196 .174 .227 .339 .790 13.048 .489

2005 ............... 1.935 .475 .175 .153 .207 .317 .771 13.030 .498

2006 ............... 1.915 .559 .175 .153 .207 .316 .773 13.030 .521

2007 ............... 1.889 .644 .174 .152 .206 .316 .771 13.029 .544

2008 ............... 1.886 .710 .173 .151 .205 .315 .769 13.028 .566

2009 ............... 1.869 .936 .161 .139 .193 .304 .758 13.018 .630

2010 ............... 1.847 .926 .146 .124 .178 .290 .738 13.004 .622

2011 ............... 1.885 1.006 .187 .165 .219 .331 .777 13.040 .677

2012 ............... 1.885 1.017 .187 .165 .219 .331 .780 13.040 .681

2013 ............... 1.886 .985 .188 .166 .220 .332 .782 13.041 .672

2014 ............... 1.888 .961 .188 .166 .220 .332 .788 13.041 .666

Female

1980 ............... 1.105 2.554 .428 .054 .104 .188 .389 1.353 1.026

1985 ............... 1.215 2.923 .116 .059 .093 .158 .298 1.226 1.007

1990 ............... 1.254 2.307 .129 .081 .125 .221 .400 1.515 .830

1995 ............... 1.477 2.271 .123 .072 .117 .190 .358 1.798 .784

1996 ............... 1.703 2.288 .121 .072 .112 .192 .349 1.866 .798

1997 ............... 1.496 2.088 .117 .068 .094 .168 .298 1.878 .714

1998 ............... 1.580 2.002 .119 .070 .090 .160 .311 1.964 .697

1999 ............... 1.559 1.954 .128 .075 .091 .168 .316 2.000 .690

2000 ............... 1.507 .290 .118 .078 .099 .171 .342 2.045 .306

2001 ............... 1.400 .203 .102 .076 .100 .161 .335 2.143 .273

2002 ............... 1.315 .185 .108 .087 .112 .176 .366 2.356 .271

2003 ............... 1.257 .239 .114 .091 .117 .176 .365 2.400 .283

2004 ............... 1.408 .300 .122 .113 .141 .190 .401 2.540 .329

2005 ............... 1.499 .324 .102 .093 .121 .169 .381 2.519 .332

2006 ............... 1.516 .373 .101 .092 .121 .169 .382 2.519 .349

2007 ............... 1.508 .422 .100 .092 .120 .168 .381 2.518 .363

2008 ............... 1.512 .460 .099 .090 .119 .167 .380 2.517 .376

2009 ............... 1.506 .586 .087 .079 .107 .155 .369 2.506 .409

2010 ............... 1.496 .576 .072 .064 .092 .140 .353 2.491 .403

2011 ............... 1.542 .644 .113 .105 .133 .181 .392 2.531 .455

2012 ............... 1.548 .655 .113 .105 .133 .181 .392 2.531 .459

2013 ............... 1.556 .637 .114 .106 .134 .183 .394 2.532 .457

2014 ............... 1.565 .621 .114 .106 .134 .183 .395 2.532 .455

Total

1980 ............... 1.678 5.610 1.121 .084 .156 .298 .768 4.223 2.303

1985 ............... 1.483 5.064 .151 .084 .135 .245 .563 4.053 1.770

1990 ............... 1.489 3.975 .194 .104 .152 .274 .606 4.398 1.431

1995 ............... 1.740 3.667 .180 .104 .145 .250 .524 4.825 1.281

1996 ............... 1.962 3.723 .181 .109 .143 .245 .511 4.915 1.301

1997 ............... 1.784 3.496 .169 .101 .128 .218 .472 4.891 1.198

1998 ............... 1.863 3.413 .181 .105 .127 .216 .470 4.996 1.174

1999 ............... 1.827 3.304 .190 .109 .129 .221 .470 5.041 1.144

2000 ............... 1.776 .380 .174 .115 .141 .226 .494 5.101 .405

2001 ............... 1.631 .262 .141 .112 .139 .221 .486 5.238 .354

2002 ............... 1.530 .240 .148 .122 .154 .237 .506 5.497 .349

2003 ............... 1.480 .296 .151 .128 .160 .234 .512 5.533 .362

2004 ............... 1.662 .361 .162 .145 .184 .254 .541 5.678 .411

2005 ............... 1.722 .406 .141 .124 .163 .233 .521 5.583 .418

2006 ............... 1.719 .473 .141 .124 .163 .234 .524 5.542 .438

2007 ............... 1.700 .542 .140 .123 .162 .234 .524 5.496 .456

2008 ............... 1.699 .594 .138 .122 .161 .233 .524 5.526 .473

2009 ............... 1.687 .774 .126 .110 .150 .222 .514 5.510 .522

2010 ............... 1.669 .764 .111 .095 .135 .208 .498 5.502 .515

2011 ............... 1.710 .838 .152 .136 .176 .249 .540 5.553 .568

2012 ............... 1.711 .848 .152 .136 .176 .249 .542 5.583 .572

2013 ............... 1.715 .822 .153 .137 .177 .251 .545 5.617 .566

2014 ............... 1.719 .801 .153 .137 .177 .251 .549 5.669 .562
79

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 2005 Trustees Report intermediate set of assumptions.

III.B15.—Insured Aged Widows and Widowers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980............... 7.8 11.3 4.1 0.8 0.4 0.2 0.1 1/ 1/ 24.7

1985............... 6.3 10.0 5.9 1.9 1.3 .6 .2 1/ 1/ 26.2

1990............... 5.8 9.4 4.7 1.9 1.4 .7 .3 0.1 1/ 24.4

1995............... 2.1 3.1 1.7 1.0 .7 .3 .2 .1 1/ 9.1

1996............... 1.7 2.5 1.3 .8 .6 .3 .1 .1 1/ 7.4

1997............... 1.6 2.4 1.2 .7 .6 .2 .1 .1 1/ 6.9

1998............... 1.6 2.4 1.2 .7 .6 .3 .1 .1 1/ 6.8

1999............... 1.6 2.4 1.2 .6 .6 .3 .1 .1 1/ 6.9

2000............... 1.6 2.4 1.2 .6 .6 .3 .1 .1 1/ 6.9

2001............... 1.6 2.4 1.2 .6 .6 .3 .1 .1 1/ 6.9

2002............... 1.7 2.3 1.2 .6 .6 .4 .1 .1 1/ 6.9

2003............... 1.7 2.4 1.2 .5 .6 .4 .1 .1 1/ 7.0

2004 2 ............ 4.0 5.0 2.1 .6 1.0 .6 .3 .3 0.4 14.3

2005............... 4.2 5.0 2.1 .6 .9 .6 .4 .3 .4 14.4

2006............... 4.5 5.0 2.1 .6 .9 .6 .4 .3 .4 14.8

2007............... 5.0 5.0 2.1 .6 .9 .6 .4 .3 .3 15.2

2008............... 5.3 5.2 2.1 .6 .8 .6 .5 .3 .4 15.8

2009............... 5.4 5.4 2.1 .6 .8 .6 .5 .4 .4 16.2

2010............... 5.6 5.5 2.2 .6 .8 .6 .5 .4 .4 16.5

2011............... 5.7 5.5 2.2 .6 .8 .6 .5 .4 .4 16.8

2012............... 5.9 5.5 2.4 .7 .8 .5 .5 .4 .5 17.1

2013............... 6.1 5.4 2.4 .7 .8 .5 .5 .5 .5 17.4

2014............... 6.3 5.3 2.4 .7 .8 .5 .5 .5 .6 17.8

Aged widowers

1980............... .5 .4 .6 .6 .7 .7 .4 .2 .1 4.1

1985............... .6 .7 1.5 1.3 1.1 1.0 .6 .3 .1 7.1

1990............... .4 .7 1.6 2.2 1.4 1.2 .7 .3 .1 8.7

1995............... .3 .7 1.0 1.5 1.0 .2 1/ 1/ 1/ 4.8

1996............... .4 .8 .9 1.2 1.1 .3 1/ 1/ 1/ 4.7

1997............... .3 .7 .8 .9 1.0 .3 1/ 1/ 1/ 4.1

1998............... .5 .8 .6 .7 .8 .3 .1 1/ 1/ 3.7

1999............... .3 .6 .6 .5 .7 .2 1/ 1/ 1/ 2.9

2000............... .2 .5 .5 .4 .5 .2 1/ 1/ 1/ 2.4

2001............... .3 .7 .6 .3 .4 .2 1/ 1/ 1/ 2.4

2002............... .5 .7 .5 .3 .2 .1 1/ 1/ 1/ 2.3

2003............... 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/

2004 2 ............ .6 .7 .4 .9 .5 .4 .1 1/ 1/ 3.6

2005............... .6 .7 .4 .9 .5 .4 .1 1/ 1/ 3.7

2006............... .6 .8 .5 .9 .6 .4 .2 1/ 1/ 3.8

2007............... .7 .8 .5 .9 .6 .4 .2 1/ 1/ 4.0

2008............... .7 .8 .5 .8 .7 .4 .2 1/ 1/ 4.1

2009............... .7 .9 .5 .8 .7 .4 .2 1/ 1/ 4.2

2010............... .8 .9 .5 .9 .7 .4 .2 1/ 1/ 4.4

2011............... .8 .9 .6 .9 .7 .4 .2 1/ 1/ 4.5

2012............... .8 1.0 .6 .9 .7 .5 .2 1/ 1/ 4.6

2013............... .8 1.0 .7 1.0 .7 .5 .2 1/ 1/ 4.8

2014............... .8 1.0 .7 1.0 .7 .5 .2 1/ 1/ 4.9

Total

1980............... 8.3 11.7 4.6 1.4 1.0 .9 .5 .2 .1 28.8

1985............... 6.8 10.7 7.4 3.2 2.5 1.6 .8 .4 .1 33.3

1990............... 6.1 10.1 6.4 4.2 2.9 2.0 .9 .4 .1 33.1

1995............... 2.4 3.8 2.7 2.5 1.7 .6 .2 .1 1/ 13.9

1996............... 2.1 3.3 2.3 1.9 1.7 .6 .2 .1 1/ 12.0

1997............... 1.9 3.1 2.1 1.6 1.5 .5 .2 .1 1/ 11.0

1998............... 2.0 3.2 1.8 1.3 1.4 .5 .2 .1 1/ 10.5

1999............... 1.9 3.0 1.7 1.2 1.3 .5 .2 .1 1/ 9.8

2000............... 1.8 2.9 1.7 1.1 1.1 .5 .2 .1 1/ 9.3

2001............... 1.9 3.1 1.7 .9 1.0 .5 .1 .1 1/ 9.3

2002............... 2.1 3.1 1.7 .8 .8 .4 .1 .1 1/ 9.2

2003............... 2.2 3.2 1.7 .7 .7 .4 .1 .1 1/ 9.2

2004 2 ............ 4.6 5.7 2.6 1.5 1.5 1.0 .5 .3 .4 17.9

2005............... 4.7 5.8 2.5 1.5 1.5 1.0 .5 .3 .4 18.2

2006............... 5.1 5.8 2.5 1.5 1.5 1.0 .6 .3 .4 18.6

2007............... 5.7 5.8 2.6 1.4 1.5 1.0 .6 .3 .3 19.2

2008............... 6.0 6.0 2.6 1.4 1.5 1.0 .6 .3 .4 19.9

2009............... 6.1 6.3 2.7 1.4 1.5 1.0 .7 .4 .4 20.4

2010............... 6.3 6.5 2.7 1.5 1.5 1.0 .7 .4 .4 20.9

2011............... 6.5 6.5 2.8 1.5 1.5 1.0 .7 .4 .4 21.3

2012............... 6.6 6.5 3.0 1.6 1.5 1.0 .7 .5 .5 21.8

2013............... 6.9 6.4 3.1 1.7 1.5 1.0 .7 .5 .5 22.2

2014............... 7.2 6.4 3.1 1.8 1.5 1.0 .7 .5 .6 22.7

1 Fewer than 50. 2 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 3 Data not reliable.
80

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 2005 Trustees Report intermediate set of assumptions.

III.B16.—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, 1980-2014)

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 1.333 0.351 0.267 0.247 0.198 0.240 1.231 2.110

1985 ............... 5.004 3.491 1.483 .691 .663 .572 .267 .252 .356 1.781

1990 ............... 5.365 3.517 1.016 .583 .624 .499 .374 .375 .385 1.478

1995 ............... 2.112 1.353 .382 .222 .237 .189 .143 .141 .143 .498

1996 ............... 1.724 1.101 .307 .180 .192 .154 .117 .114 .118 .398

1997 ............... 1.664 1.069 .303 .177 .189 .151 .113 .113 .114 .398

1998 ............... 1.664 1.079 .309 .177 .189 .151 .113 .117 .106 .398

1999 ............... 1.684 1.080 .306 .178 .189 .153 .114 .114 .112 .399

2000 ............... 1.674 1.074 .312 .177 .188 .153 .114 .114 .119 .399

2001 ............... 1.682 1.075 .310 .177 .188 .152 .113 .112 .115 .398

2002 ............... 1.686 1.069 .312 .177 .188 .152 .112 .116 .120 .398

2003 ............... 1.676 1.070 .312 .175 .187 .149 .115 .115 .109 .399

2004 1............. 3.822 2.101 .567 .194 .312 .242 .277 .591 2.587 .813

2005 ............... 3.828 2.101 .557 .194 .314 .241 .276 .597 2.587 .818

2006 ............... 3.838 2.094 .553 .194 .314 .240 .276 .595 2.587 .831

2007 ............... 3.834 2.097 .553 .194 .314 .240 .278 .598 2.587 .847

2008 ............... 3.824 2.113 .551 .195 .312 .239 .280 .594 2.587 .866

2009 ............... 3.825 2.120 .547 .196 .310 .238 .282 .589 2.587 .876

2010 ............... 3.825 2.110 .548 .196 .311 .237 .283 .588 2.587 .883

2011 ............... 3.825 2.103 .558 .196 .311 .237 .284 .589 2.587 .887

2012 ............... 3.827 2.106 .569 .196 .309 .237 .285 .592 2.587 .889

2013 ............... 3.828 2.107 .568 .196 .307 .238 .286 .597 2.587 .891

2014 ............... 3.829 2.109 .562 .196 .305 .239 .287 .599 2.587 .893

Aged widowers

1980 ............... 17.028 9.006 21.093 30.719 52.120 60.904 62.020 2/ 2/ 26.634

1985 ............... 10.786 8.258 32.262 44.568 58.935 63.391 63.119 2/ 2/ 27.850

1990 ............... 6.032 8.414 30.526 57.348 66.377 68.998 68.502 2/ 2/ 30.458

1995 ............... 3.903 6.958 18.160 43.588 65.649 64.444 58.571 2/ 2/ 16.562

1996 ............... 5.019 7.628 16.075 33.352 49.811 58.468 52.778 2/ 2/ 15.353

1997 ............... 4.292 7.296 15.713 31.137 45.446 52.182 50.000 2/ 2/ 14.159

1998 ............... 5.870 7.994 12.658 25.509 39.033 46.127 45.872 2/ 2/ 12.945

1999 ............... 4.115 6.208 11.697 23.555 33.918 39.330 39.091 2/ 2/ 10.881

2000 ............... 3.030 5.193 10.821 18.097 26.774 31.656 31.356 2/ 2/ 8.920

2001 ............... 3.577 6.495 10.770 14.584 20.136 23.359 23.967 2/ 2/ 8.475

2002 ............... 5.507 7.218 10.288 10.528 12.466 13.848 13.281 2/ 2/ 8.070

2003 ............... 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/

2004 1............. 6.660 5.785 6.019 25.991 24.988 27.015 24.649 2/ 2/ 10.229

2005 ............... 6.653 5.778 5.991 26.456 24.997 27.040 23.397 2/ 2/ 10.214

2006 ............... 6.641 5.751 5.975 26.258 24.971 27.097 22.582 2/ 2/ 10.095

2007 ............... 6.648 5.757 5.960 25.912 24.993 27.117 22.131 2/ 2/ 9.954

2008 ............... 6.660 5.794 5.933 25.763 24.984 27.165 22.257 2/ 2/ 9.857

2009 ............... 6.657 5.804 5.915 25.799 24.959 27.109 22.162 2/ 2/ 9.749

2010 ............... 6.658 5.758 5.916 25.839 24.943 27.052 21.870 2/ 2/ 9.658

2011 ............... 6.660 5.730 5.918 25.767 24.963 27.039 21.472 2/ 2/ 9.597

2012 ............... 6.656 5.733 5.892 25.692 24.988 26.951 21.398 2/ 2/ 9.564

2013 ............... 6.654 5.727 5.861 25.771 24.987 26.990 21.205 2/ 2/ 9.546

2014 ............... 6.652 5.727 5.855 25.899 24.978 27.014 21.391 2/ 2/ 9.536

Total

1980 ............... 6.678 4.853 1.507 .606 .754 .948 1.555 4.461 17.172 2.432

1985 ............... 5.233 3.619 1.836 1.165 1.206 1.457 1.167 2.193 5.816 2.226

1990 ............... 5.399 3.658 1.349 1.243 1.254 1.311 1.286 1.594 2.376 1.970

1995 ............... 2.247 1.582 .596 .563 .590 .320 .182 .143 .143 .747

1996 ............... 1.982 1.385 .509 .453 .523 .315 .152 .116 .118 .641

1997 ............... 1.862 1.342 .494 .419 .501 .318 .159 .115 .114 .624

1998 ............... 1.990 1.391 .455 .354 .442 .302 .165 .119 .106 .601

1999 ............... 1.866 1.296 .446 .326 .394 .274 .158 .116 .112 .561

2000 ............... 1.773 1.248 .450 .296 .340 .250 .151 .116 .119 .532

2001 ............... 1.822 1.314 .451 .276 .297 .220 .142 .114 .115 .527

2002 ............... 1.982 1.337 .445 .258 .256 .192 .128 .118 .120 .523

2003 ............... 1.978 1.393 .451 .218 .219 .167 .121 .115 .109 .516

2004 1............. 4.035 2.282 .671 .484 .481 .389 .375 .599 2.587 .999

2005 ............... 4.040 2.287 .662 .497 .492 .390 .378 .598 2.587 1.008

2006 ............... 4.046 2.284 .660 .497 .504 .391 .378 .599 2.587 1.024

2007 ............... 4.040 2.292 .664 .483 .526 .393 .382 .604 2.587 1.044

2008 ............... 4.031 2.316 .664 .472 .551 .389 .386 .609 2.587 1.066

2009 ............... 4.030 2.328 .665 .467 .562 .394 .389 .604 2.580 1.080

2010 ............... 4.030 2.320 .670 .465 .568 .402 .390 .602 2.582 1.090

2011 ............... 4.026 2.317 .687 .463 .570 .413 .390 .602 2.581 1.097

2012 ............... 4.026 2.326 .704 .462 .560 .434 .391 .607 2.581 1.102

2013 ............... 4.026 2.333 .707 .463 .550 .459 .389 .612 2.578 1.107

2014 ............... 4.027 2.343 .704 .465 .542 .473 .397 .614 2.579 1.112

1 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 2 In force counts are too small to yield meaningful withheld rates. 3 Data not reliable.
81

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 2005 Trustees Report intermediate set of assumptions.

III.B17.—Insured Aged Spouses With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980............... 0.4 1.1 0.4 0.2 0.1 1/ 1/ 2.1

1985............... .6 1.0 .2 .1 .1 1/ 1/ 1.9

1990............... .8 1.9 .3 .1 .1 1/ 1/ 3.3

1995............... 1.1 2.9 1.3 .2 .1 1/ 1/ 5.6

1996............... 1.1 3.3 1.5 .3 .1 1/ 1/ 6.3

1997............... 1.0 3.2 1.5 .3 .1 1/ 1/ 6.0

1998............... .9 3.2 1.6 .4 1/ 1/ 1/ 6.0

1999............... 1.3 1.6 1.3 .8 .4 0.1 1/ 5.5

2000............... 1.2 1.4 1.1 .7 .3 .1 1/ 4.8

2001............... 1.1 1.2 .9 .6 .3 .1 1/ 4.2

2002............... 1.0 1.0 .7 .5 .2 1/ 1/ 3.5

2003............... .9 .8 .6 .4 .2 1/ 1/ 3.0

2004 2 ............ .2 .5 .7 .6 .2 1/ 1/ 2.2

2005............... .9 1.0 .8 .6 .3 .1 1/ 3.7

2006............... .9 1.0 .8 .6 .3 .1 1/ 3.7

2007............... 1.0 1.1 .9 .6 .3 .1 1/ 3.8

2008............... 1.0 1.1 .9 .6 .3 .1 1/ 4.0

2009............... 1.1 1.1 .9 .6 .3 .1 1/ 4.1

2010............... 1.2 1.2 1.0 .6 .3 .1 1/ 4.3

2011............... 1.2 1.2 1.0 .6 .3 .1 1/ 4.5

2012............... 1.2 1.3 1.1 .7 .3 .1 1/ 4.6

2013............... 1.3 1.4 1.1 .7 .3 .1 1/ 4.8

2014............... 1.3 1.5 1.2 .7 .3 .1 1/ 5.0

Aged husbands

1980............... .1 .3 .2 .1 1/ 1/ 1/ .7

1985............... .1 .5 .3 .1 1/ 1/ 1/ 1.0

1990............... .1 .8 .7 .3 .1 1/ 1/ 1.9

1995............... .1 .5 .9 .6 .2 1/ 1/ 2.4

1996............... .1 .5 .8 .7 .3 .1 1/ 2.4

1997............... .1 .4 .7 .7 .3 .1 1/ 2.2

1998............... 1/ .4 .6 .6 .3 .1 1/ 2.0

1999............... 1/ .4 .4 .6 .3 .1 1/ 1.8

2000............... 1/ .3 .3 .5 .3 .1 1/ 1.5

2001............... 1/ .2 .3 .4 .3 .1 1/ 1.2

2002............... 1/ .2 .2 .2 .2 .1 1/ .9

2003............... 3/ 3/ 3/ 3/ 3/ 3/ 3/ 3/

2004 2 ............ 1/ .1 .1 .1 .2 1/ 1/ .6

2005............... 1/ .1 .1 .1 .2 1/ 1/ .6

2006............... 1/ .1 .1 .1 .2 .1 1/ .6

2007............... 1/ .1 .1 .1 .2 .1 1/ .6

2008............... 1/ .1 .1 .1 .2 .1 1/ .6

2009............... 1/ .1 .1 .1 .2 .1 1/ .6

2010............... 1/ .1 .1 .1 .2 .1 1/ .6

2011............... 1/ .1 .1 .1 .2 .1 1/ .6

2012............... 1/ .1 .1 .1 .2 .1 1/ .6

2013............... 1/ .1 .1 .1 .2 .1 1/ .7

2014............... 1/ .1 .1 .2 .2 .1 1/ .7

Total

1980............... .4 1.4 .6 .3 .1 1/ 1/ 2.8

1985............... .7 1.5 .5 .2 .1 1/ 1/ 3.0

1990............... .9 2.7 1.0 .4 .1 1/ 1/ 5.2

1995............... 1.1 3.4 2.1 .8 .3 .1 1/ 7.9

1996............... 1.1 3.8 2.3 1.0 .4 .1 1/ 8.7

1997............... 1.0 3.6 2.2 1.0 .3 .1 1/ 8.2

1998............... .9 3.6 2.1 1.0 .3 .1 1/ 8.0

1999............... 1.3 2.0 1.7 1.4 .6 .2 1/ 7.3

2000............... 1.2 1.7 1.4 1.2 .6 .1 1/ 6.3

2001............... 1.1 1.4 1.2 1.0 .5 .1 1/ 5.4

2002............... 1.0 1.1 .9 .8 .5 .1 1/ 4.4

2003............... .9 .9 .6 .6 .4 .1 1/ 3.5

2004 2 ............ .2 .6 .8 .8 .4 .1 1/ 2.8

2005............... .9 1.1 .9 .8 .5 .1 1/ 4.2

2006............... .9 1.1 .9 .8 .5 .1 1/ 4.3

2007............... 1.0 1.2 .9 .8 .5 .1 1/ 4.4

2008............... 1.0 1.2 1.0 .7 .5 .1 1/ 4.6

2009............... 1.1 1.3 1.0 .8 .5 .1 1/ 4.7

2010............... 1.2 1.3 1.1 .8 .5 .1 1/ 4.9

2011............... 1.2 1.4 1.1 .8 .5 .1 1/ 5.1

2012............... 1.3 1.4 1.2 .8 .5 .1 1/ 5.3

2013............... 1.3 1.5 1.2 .8 .5 .1 1/ 5.5

2014............... 1.3 1.6 1.3 .9 .5 .1 1/ 5.7

1 Fewer than 50. 2 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 3 Data not reliable.
82

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 2.026 4.239 1.579 1.438 1.597 1.675 2.370 2.476

1985 ............... 2.438 3.217 .786 .702 .880 1.070 1.633 1.888

1990 ............... 3.295 4.758 1.039 .635 .842 1.101 2.141 2.594

1995 ............... 4.012 6.674 3.026 .949 .757 1.150 2.434 3.759

1996 ............... 4.053 7.248 3.475 1.243 .793 1.031 2.857 4.072

1997 ............... 4.018 7.571 3.582 1.217 .544 .724 2.505 4.123

1998 ............... 3.754 7.520 3.680 1.356 .101 .239 1.942 4.027

1999 ............... 5.138 3.800 2.982 2.882 2.869 2.927 2.733 3.515

2000 ............... 4.779 3.452 2.620 2.512 2.532 2.545 2.511 3.152

2001 ............... 4.269 2.915 2.089 1.984 1.977 1.972 2.010 2.615

2002 ............... 3.826 2.468 1.631 1.529 1.531 1.532 1.568 2.157

2003 ............... 3.513 2.154 1.317 1.221 1.198 1.187 1.099 1.834

2004 1............. .741 1.313 1.565 1.902 .940 .225 .787 1.349

2005 ............... 3.425 2.461 1.849 1.829 1.636 1.499 1.595 2.209

2006 ............... 3.420 2.456 1.848 1.829 1.635 1.497 1.595 2.214

2007 ............... 3.420 2.455 1.848 1.830 1.634 1.498 1.595 2.218

2008 ............... 3.428 2.456 1.849 1.830 1.634 1.498 1.595 2.226

2009 ............... 3.432 2.453 1.848 1.830 1.633 1.498 1.595 2.238

2010 ............... 3.426 2.448 1.847 1.832 1.634 1.498 1.595 2.248

2011 ............... 3.421 2.452 1.848 1.833 1.634 1.499 1.595 2.253

2012 ............... 3.422 2.463 1.850 1.834 1.634 1.499 1.595 2.256

2013 ............... 3.421 2.468 1.848 1.835 1.634 1.499 1.595 2.257

2014 ............... 3.421 2.460 1.846 1.835 1.635 1.499 1.595 2.255

Aged husbands

1980 ............... 78.205 84.080 68.405 42.935 28.767 23.810 16.667 66.789

1985 ............... 79.389 83.411 53.096 31.864 20.870 12.500 11.111 59.545

1990 ............... 73.504 83.496 80.626 57.002 36.771 26.786 28.571 71.852

1995 ............... 61.207 70.604 77.236 78.030 58.824 43.243 33.333 71.802

1996 ............... 61.111 68.541 74.864 78.465 65.291 46.341 33.333 71.433

1997 ............... 55.789 63.728 69.459 75.632 67.402 44.444 34.483 67.927

1998 ............... 48.352 59.941 63.314 73.086 68.627 43.307 35.484 64.472

1999 ............... 42.553 56.502 55.164 69.212 68.613 45.736 34.375 60.252

2000 ............... 38.298 47.536 45.749 62.667 67.299 46.512 32.353 53.555

2001 ............... 34.021 39.641 36.519 54.303 63.810 51.908 26.471 46.554

2002 ............... 21.429 27.638 23.228 39.967 56.448 48.800 20.588 34.808

2003 ............... 2/ 2/ 2/ 2/ 2/ 2/ 2/ 2/

2004 1............. 8.594 15.361 10.898 23.156 44.444 34.266 17.073 21.348

2005 ............... 10.037 14.494 11.445 23.450 42.669 32.800 17.073 21.038

2006 ............... 10.037 14.505 11.444 23.502 42.668 32.916 17.073 21.003

2007 ............... 10.037 14.505 11.445 23.498 42.655 32.754 17.073 20.921

2008 ............... 10.037 14.521 11.453 23.552 42.667 32.638 17.073 20.810

2009 ............... 10.037 14.534 11.454 23.540 42.694 32.481 17.073 20.654

2010 ............... 10.037 14.531 11.451 23.390 42.669 32.397 17.073 20.473

2011 ............... 10.037 14.509 11.457 23.324 42.693 32.427 17.073 20.292

2012 ............... 10.037 14.503 11.467 23.231 42.703 32.443 17.073 20.111

2013 ............... 10.037 14.527 11.461 23.226 42.734 32.404 17.073 19.939

2014 ............... 10.037 14.541 11.446 23.192 42.693 32.344 17.073 19.801

Total

1980 ............... 2.356 5.453 2.547 2.057 1.997 2.058 2.765 3.294

1985 ............... 2.878 4.892 1.830 1.334 1.276 1.325 1.969 2.878

1990 ............... 3.614 6.545 3.083 2.133 1.850 1.834 3.226 4.041

1995 ............... 4.263 7.753 4.971 3.505 2.841 2.869 3.992 5.240

1996 ............... 4.288 8.247 5.231 3.799 3.179 2.929 4.449 5.519

1997 ............... 4.224 8.483 5.104 3.721 3.094 2.632 4.331 5.495

1998 ............... 3.923 8.349 4.884 3.624 2.587 2.029 3.846 5.246

1999 ............... 5.279 4.595 3.908 4.690 4.993 4.615 4.281 4.558

2000 ............... 4.908 4.137 3.363 4.005 4.618 4.344 3.938 4.062

2001 ............... 4.380 3.461 2.629 3.064 3.758 3.969 3.012 3.334

2002 ............... 3.891 2.843 1.953 2.209 2.993 3.346 2.265 2.660

2003 ............... 2/ 2/ 2/ 2/ 2/ 2/ 2/ 2/

2004 1............. .781 1.551 1.709 2.259 2.010 1.539 1.419 1.671

2005 ............... 3.458 2.662 1.995 2.198 2.646 2.721 2.202 2.511

2006 ............... 3.454 2.654 1.993 2.201 2.650 2.737 2.204 2.513

2007 ............... 3.453 2.653 1.992 2.202 2.657 2.745 2.216 2.515

2008 ............... 3.460 2.654 1.991 2.204 2.666 2.751 2.221 2.520

2009 ............... 3.464 2.651 1.988 2.203 2.679 2.748 2.227 2.526

2010 ............... 3.458 2.647 1.986 2.199 2.692 2.747 2.244 2.529

2011 ............... 3.453 2.650 1.987 2.195 2.701 2.760 2.247 2.530

2012 ............... 3.453 2.661 1.988 2.191 2.705 2.773 2.248 2.529

2013 ............... 3.453 2.664 1.987 2.187 2.706 2.785 2.252 2.526

2014 ............... 3.452 2.655 1.985 2.182 2.704 2.802 2.249 2.521

1 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 2 Data not reliable.
83

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Male

1980............... 998.3 3,358.5 2,703.0 1,773.0 989.6 468.4 144.2 27.8 10,462.8

1985............... 1,288.9 3,573.0 3,057.3 2,043.4 1,135.1 508.5 175.0 38.7 11,819.9

1990............... 1,336.0 3,899.5 3,285.1 2,310.7 1,326.8 591.6 190.5 46.5 12,986.8

1995............... 1,315.6 3,907.9 3,621.4 2,547.5 1,543.4 705.6 226.4 50.7 13,918.4

1996............... 1,293.8 3,875.7 3,611.4 2,643.5 1,578.5 728.4 234.1 51.2 14,016.6

1997............... 1,275.0 3,842.4 3,635.5 2,709.4 1,611.0 753.6 242.8 52.9 14,122.7

1998............... 1,281.4 3,788.4 3,640.1 2,761.2 1,652.8 777.8 250.8 54.2 14,206.6

1999............... 1,296.8 3,791.2 3,618.3 2,829.5 1,674.7 805.1 257.5 55.2 14,328.2

2000............... 1,329.1 4,071.0 3,635.4 2,850.2 1,736.3 828.8 264.3 56.1 14,771.4

2001............... 1,337.0 4,120.5 3,629.2 2,853.2 1,814.0 850.6 272.2 57.1 14,933.9

2002............... 1,338.9 4,186.6 3,613.8 2,882.0 1,868.0 873.4 282.0 58.6 15,103.3

2003............... 1,332.5 4,250.5 3,587.3 2,901.3 1,918.7 906.7 293.3 60.7 15,251.1

2004............... 1,370.3 4,265.5 3,610.8 2,901.8 1,981.0 930.4 307.5 62.6 15,430.1

2005............... 1,420.0 4,320.0 3,628.0 2,923.6 1,996.2 966.8 314.9 61.0 15,630.5

2006............... 1,463.8 4,433.0 3,670.9 2,923.3 2,001.5 1,010.1 320.6 60.3 15,883.5

2007............... 1,492.4 4,599.1 3,742.1 2,916.4 2,023.5 1,036.9 327.9 60.7 16,199.0

2008............... 1,554.2 4,764.0 3,870.2 2,895.3 2,037.9 1,060.3 337.4 61.2 16,580.6

2009............... 1,659.0 4,941.1 3,993.9 2,913.4 2,039.0 1,088.8 342.7 62.4 17,040.2

2010............... 1,756.7 5,140.6 4,120.7 2,935.1 2,060.8 1,099.8 358.0 63.5 17,535.2

2011............... 1,807.0 5,378.2 4,291.4 2,975.4 2,065.3 1,106.8 375.8 64.4 18,064.2

2012............... 1,827.9 5,666.1 4,497.4 3,040.3 2,067.0 1,123.3 386.6 66.0 18,674.6

2013............... 1,857.5 5,971.3 4,694.6 3,150.4 2,057.6 1,135.5 396.5 68.2 19,331.6

2014............... 1,889.5 6,288.7 4,871.9 3,257.3 2,077.0 1,140.1 408.1 69.6 20,002.3

Female

1980............... 1,024.5 2,653.9 2,198.1 1,559.4 963.0 504.7 166.6 31.4 9,101.6

1985............... 1,171.6 2,853.0 2,537.4 1,901.4 1,214.2 628.0 248.9 61.1 10,615.4

1990............... 1,166.8 3,081.3 2,731.7 2,187.7 1,483.8 800.7 311.0 91.3 11,854.3

1995............... 1,124.2 3,056.7 2,969.6 2,369.9 1,723.2 991.4 406.1 119.0 12,760.1

1996............... 1,121.7 3,040.0 2,964.0 2,430.6 1,762.0 1,021.5 425.5 123.2 12,888.5

1997............... 1,126.7 3,047.3 3,027.3 2,504.5 1,812.1 1,063.9 446.6 130.5 13,158.9

1998............... 1,151.2 3,033.1 3,036.3 2,539.5 1,852.6 1,096.5 465.5 136.2 13,310.9

1999............... 1,175.0 3,064.0 3,005.9 2,602.2 1,858.3 1,130.1 479.2 140.5 13,455.3

2000............... 1,217.4 3,202.1 3,003.2 2,625.7 1,894.1 1,155.1 491.1 145.2 13,733.8

2001............... 1,234.2 3,276.1 3,001.3 2,624.0 1,944.8 1,177.7 501.9 148.8 13,908.8

2002............... 1,247.1 3,359.7 2,999.6 2,640.6 1,977.6 1,196.2 517.1 153.5 14,091.4

2003............... 1,257.4 3,464.8 2,992.8 2,650.0 2,006.3 1,223.1 532.3 158.8 14,285.6

2004............... 1,312.7 3,536.7 3,032.5 2,630.1 2,061.9 1,231.3 552.1 164.7 14,521.9

2005............... 1,366.9 3,641.1 3,083.4 2,624.7 2,075.2 1,252.6 560.3 166.3 14,770.4

2006............... 1,421.0 3,787.0 3,160.4 2,616.3 2,068.9 1,283.3 566.5 167.5 15,070.9

2007............... 1,467.1 3,954.5 3,263.6 2,612.0 2,077.1 1,300.2 571.4 172.2 15,418.1

2008............... 1,549.2 4,106.1 3,427.9 2,598.7 2,077.4 1,313.6 579.7 171.1 15,823.5

2009............... 1,680.6 4,267.9 3,586.0 2,625.5 2,056.5 1,342.9 578.6 174.9 16,312.8

2010............... 1,808.0 4,452.2 3,730.7 2,672.4 2,055.0 1,353.0 590.4 177.2 16,838.9

2011............... 1,893.8 4,679.8 3,902.0 2,740.6 2,050.3 1,350.8 607.0 178.7 17,403.0

2012............... 1,949.4 4,961.0 4,092.9 2,833.6 2,050.9 1,358.7 616.3 180.8 18,043.5

2013............... 2,008.0 5,267.2 4,263.9 2,978.9 2,043.8 1,361.4 624.3 184.0 18,731.5

2014............... 2,071.5 5,595.5 4,419.0 3,118.6 2,068.8 1,350.8 639.7 183.4 19,447.3

Total

1980............... 2,022.8 6,012.4 4,901.1 3,332.4 1,952.6 973.1 310.9 59.2 19,564.4

1985............... 2,460.4 6,426.0 5,594.7 3,944.7 2,349.3 1,136.5 423.8 99.7 22,435.3

1990............... 2,502.9 6,980.7 6,016.8 4,498.4 2,810.7 1,392.3 501.5 137.7 24,841.0

1995............... 2,439.8 6,964.6 6,591.0 4,917.4 3,266.6 1,697.0 632.4 169.7 26,678.5

1996............... 2,415.5 6,915.7 6,575.4 5,074.2 3,340.5 1,749.9 659.6 174.3 26,905.1

1997............... 2,401.7 6,889.8 6,662.8 5,213.9 3,423.1 1,817.5 689.4 183.4 27,281.7

1998............... 2,432.7 6,821.4 6,676.4 5,300.7 3,505.4 1,874.3 716.3 190.4 27,517.5

1999............... 2,471.8 6,855.2 6,624.2 5,431.7 3,533.0 1,935.2 736.8 195.7 27,783.5

2000............... 2,546.5 7,273.1 6,638.6 5,475.9 3,630.4 1,984.0 755.4 201.3 28,505.2

2001............... 2,571.2 7,396.6 6,630.5 5,477.2 3,758.8 2,028.3 774.1 205.9 28,842.7

2002............... 2,585.9 7,546.3 6,613.4 5,522.6 3,845.6 2,069.6 799.2 212.1 29,194.7

2003............... 2,589.9 7,715.3 6,580.1 5,551.3 3,925.1 2,129.8 825.6 219.6 29,536.6

2004............... 2,683.0 7,802.2 6,643.3 5,531.9 4,043.0 2,161.8 859.6 227.3 29,952.0

2005............... 2,786.9 7,961.0 6,711.4 5,548.3 4,071.4 2,219.4 875.2 227.3 30,400.9

2006............... 2,884.8 8,220.0 6,831.3 5,539.7 4,070.4 2,293.4 887.2 227.8 30,954.4

2007............... 2,959.5 8,553.6 7,005.7 5,528.4 4,100.5 2,337.1 899.3 233.0 31,617.1

2008............... 3,103.4 8,870.1 7,298.0 5,494.0 4,115.3 2,373.8 917.1 232.3 32,404.0

2009............... 3,339.6 9,209.0 7,579.9 5,538.9 4,095.4 2,431.7 921.2 237.3 33,353.0

2010............... 3,564.8 9,592.8 7,851.4 5,607.5 4,115.8 2,452.8 948.4 240.6 34,374.1

2011............... 3,700.8 10,058.0 8,193.4 5,716.0 4,115.6 2,457.6 982.7 243.1 35,467.2

2012............... 3,777.2 10,627.1 8,590.3 5,873.9 4,117.9 2,481.9 1,002.9 246.8 36,718.1

2013............... 3,865.5 11,238.5 8,958.5 6,129.3 4,101.5 2,496.9 1,020.8 252.2 38,063.1

2014............... 3,961.1 11,884.2 9,290.9 6,375.9 4,145.8 2,491.0 1,047.8 253.1 39,449.6
84

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 60-61 62-64 65-69 70-74 75-79 80-84 85-89 90-94 95 or older Total

Aged widows

1980 ............... 113.8 225.0 301.1 235.4 136.5 98.2 31.3 4.6 0.3 1,146.1

1985 ............... 118.9 277.4 390.2 269.9 200.2 105.5 65.1 16.6 1.4 1,445.2

1990 ............... 102.1 258.9 461.2 329.3 224.3 148.1 72.0 27.1 5.9 1,628.9

1995 ............... 96.9 228.0 446.6 432.1 283.0 175.6 105.5 42.6 11.2 1,821.6

1996 ............... 95.3 224.0 434.9 425.5 316.1 179.5 107.7 44.6 11.9 1,839.5

1997 ............... 95.2 219.1 409.7 376.3 301.8 163.8 99.5 46.0 12.3 1,723.7

1998 ............... 93.1 215.7 395.2 369.3 311.0 172.7 96.1 45.4 12.2 1,710.7

1999 ............... 93.9 216.5 384.9 362.4 316.7 182.6 97.2 46.4 12.5 1,713.1

2000 ............... 94.9 219.2 374.9 352.8 323.7 197.6 99.3 44.0 13.5 1,719.7

2001 ............... 94.1 221.4 374.3 330.6 320.5 221.3 101.4 44.6 13.0 1,721.1

2002 ............... 98.0 215.8 368.4 319.1 323.2 231.6 107.6 44.0 11.7 1,719.2

2003 ............... 102.2 217.9 371.4 304.5 324.8 247.9 113.0 45.4 12.8 1,739.9

2004 ............... 101.4 232.6 372.2 298.6 307.3 247.4 124.1 46.3 14.8 1,744.6

2005 ............... 104.4 234.1 372.1 291.6 298.1 253.7 133.9 47.7 14.7 1,750.2

2006 ............... 112.9 234.6 376.2 288.9 287.2 255.8 145.0 49.5 14.4 1,764.6

2007 ............... 125.1 233.8 381.6 290.9 275.9 256.8 154.5 52.7 11.9 1,783.3

2008 ............... 132.8 238.6 384.3 297.2 266.1 255.1 162.8 55.4 15.7 1,808.0

2009 ............... 135.9 249.2 387.6 303.5 262.2 249.8 168.6 59.6 15.9 1,832.2

2010 ............... 139.7 257.1 392.0 315.7 256.3 242.7 172.8 64.4 16.1 1,856.6

2011 ............... 143.2 258.3 400.4 330.3 254.3 234.4 174.3 69.8 16.8 1,881.9

2012 ............... 147.2 255.1 411.4 346.5 256.4 225.8 175.3 74.4 17.9 1,910.0

2013 ............... 153.2 251.6 421.6 360.9 262.4 218.6 174.4 78.4 19.3 1,940.4

2014 ............... 159.4 248.3 431.7 374.1 268.5 216.2 171.0 81.2 22.2 1,972.6

Aged widowers

1980 ............... 2.2 4.3 2.1 1.4 .6 .5 .3 1/ 1/ 11.4

1985 ............... 4.6 7.3 3.1 1.6 .8 .6 .4 .1 1/ 18.4

1990 ............... 5.5 7.3 3.7 1.7 .7 .6 .3 .1 1/ 19.8

1995 ............... 7.8 9.2 4.5 1.9 .5 .1 1/ 1/ 1/ 24.1

1996 ............... 7.8 9.5 4.8 2.4 1.1 .2 1/ 1/ 1/ 25.8

1997 ............... 7.5 9.4 4.3 2.0 1.1 .3 1/ 1/ 1/ 24.8

1998 ............... 7.5 9.5 4.2 1.9 1.2 .3 .1 1/ 1/ 24.7

1999 ............... 7.4 9.0 4.2 1.8 1.3 .3 .1 1/ 1/ 24.1

2000 ............... 7.4 9.3 4.5 1.9 1.4 .4 .1 1/ 1/ 24.9

2001 ............... 7.4 9.7 4.6 2.0 1.4 .5 .1 1/ 1/ 25.7

2002 ............... 7.9 9.2 4.5 2.3 1.6 .6 .1 1/ 1/ 26.2

2003 ............... 8.6 10.2 5.6 2.3 1.9 .7 .1 1/ 1/ 29.4

2004 ............... 8.0 11.5 6.8 2.5 1.6 1.0 .4 1/ 1/ 31.9

2005 ............... 8.2 12.0 6.9 2.5 1.6 1.0 .5 .1 1/ 32.8

2006 ............... 8.8 12.4 7.1 2.5 1.7 1.1 .5 .1 1/ 34.1

2007 ............... 9.6 12.7 7.5 2.5 1.8 1.1 .6 .1 1/ 35.9

2008 ............... 10.1 13.4 7.8 2.4 2.0 1.0 .6 .2 1/ 37.5

2009 ............... 10.3 14.3 8.2 2.4 2.0 1.1 .6 .2 1/ 39.3

2010 ............... 10.5 15.1 8.7 2.5 2.0 1.1 .7 .2 1/ 40.9

2011 ............... 10.6 15.6 9.3 2.6 2.0 1.1 .7 .2 1/ 42.3

2012 ............... 10.8 15.9 10.1 2.7 2.0 1.2 .7 .3 1/ 43.8

2013 ............... 11.2 16.2 10.8 2.8 2.0 1.3 .7 .3 .1 45.3

2014 ............... 11.6 16.5 11.3 2.9 2.0 1.4 .7 .3 .1 46.8

Total

1980 ............... 116.1 229.3 303.2 236.8 137.1 98.6 31.5 4.6 .3 1,157.6

1985 ............... 123.5 284.7 393.3 271.5 201.0 106.1 65.5 16.7 1.4 1,463.6

1990 ............... 107.7 266.2 464.8 330.9 225.0 148.7 72.3 27.2 6.0 1,648.7

1995 ............... 104.7 237.2 451.1 434.1 283.6 175.7 105.5 42.6 11.2 1,845.7

1996 ............... 103.2 233.5 439.7 427.8 317.1 179.7 107.8 44.6 11.9 1,865.3

1997 ............... 102.7 228.5 414.0 378.4 303.0 164.1 99.6 46.0 12.3 1,748.5

1998 ............... 100.6 225.2 399.3 371.2 312.3 173.0 96.2 45.4 12.2 1,735.4

1999 ............... 101.3 225.5 389.1 364.2 318.0 183.0 97.3 46.4 12.5 1,737.2

2000 ............... 102.2 228.5 379.3 354.7 325.0 198.0 99.4 44.0 13.5 1,744.6

2001 ............... 101.5 231.1 378.8 332.6 321.9 221.8 101.5 44.6 13.0 1,746.8

2002 ............... 105.9 225.0 372.9 321.4 324.7 232.2 107.7 44.0 11.7 1,745.4

2003 ............... 110.8 228.1 377.0 306.9 326.7 248.6 113.2 45.4 12.8 1,769.3

2004 ............... 109.4 244.1 379.0 301.1 308.9 248.4 124.5 46.3 14.8 1,776.5

2005 ............... 112.6 246.1 379.0 294.1 299.7 254.7 134.3 47.8 14.7 1,783.0

2006 ............... 121.7 247.0 383.3 291.4 288.9 256.9 145.6 49.6 14.4 1,798.7

2007 ............... 134.8 246.5 389.1 293.4 277.7 257.9 155.0 52.8 11.9 1,819.1

2008 ............... 142.9 252.0 392.2 299.6 268.0 256.1 163.5 55.5 15.7 1,845.6

2009 ............... 146.2 263.6 395.9 305.9 264.2 250.9 169.2 59.8 15.9 1,871.4

2010 ............... 150.2 272.2 400.7 318.2 258.3 243.8 173.4 64.6 16.2 1,897.5

2011 ............... 153.9 273.9 409.7 332.9 256.3 235.5 175.0 70.1 16.9 1,924.2

2012 ............... 158.1 270.9 421.6 349.2 258.4 227.0 176.0 74.6 18.0 1,953.8

2013 ............... 164.3 267.7 432.4 363.8 264.4 219.9 175.1 78.7 19.3 1,985.7

2014 ............... 171.0 264.8 443.0 377.0 270.4 217.6 171.7 81.5 22.3 2,019.4

1 Fewer than 50.
85

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980............... 17.6 24.9 21.8 12.0 4.8 1.2 0.2 82.5

1985............... 22.2 29.3 26.0 14.2 5.6 1.4 .2 98.9

1990............... 24.8 37.8 32.4 18.5 7.7 1.9 .3 123.3

1995............... 25.2 40.5 40.7 22.9 10.0 2.6 .4 142.3

1996............... 25.1 41.8 42.2 25.2 10.6 2.8 .5 148.2

1997............... 22.9 38.7 39.9 24.7 10.2 2.7 .5 139.6

1998............... 23.0 38.8 40.9 26.0 10.8 2.9 .5 143.0

1999............... 23.6 40.6 42.7 28.6 12.0 3.1 .6 151.0

2000............... 23.2 38.5 41.2 28.7 12.4 2.9 .7 147.5

2001............... 24.7 39.4 43.1 31.4 13.9 3.1 .8 156.3

2002............... 25.2 38.5 43.1 33.0 14.8 3.1 .9 158.5

2003............... 25.8 37.3 42.9 34.9 15.7 3.1 1.0 160.6

2004............... 25.0 38.0 42.9 33.4 17.0 3.6 1.0 160.9

2005............... 25.3 38.7 43.3 33.3 17.0 3.6 1.0 162.2

2006............... 26.2 40.3 44.3 33.1 16.9 3.7 1.0 165.6

2007............... 26.9 42.0 45.7 32.9 17.0 3.8 1.0 169.3

2008............... 28.1 43.6 47.8 32.6 16.9 3.8 1.0 174.0

2009............... 30.3 45.3 50.0 32.9 16.7 3.9 1.0 180.1

2010............... 32.6 47.2 52.0 33.4 16.7 3.9 1.1 186.9

2011............... 34.1 49.4 54.4 34.2 16.6 3.9 1.2 193.7

2012............... 34.9 52.0 57.0 35.3 16.5 4.0 1.1 200.8

2013............... 35.8 55.0 59.4 37.1 16.4 3.9 1.1 208.8

2014............... 36.7 58.5 61.6 38.7 16.6 3.9 1.2 217.2

Aged husbands

1980............... 1/ .1 .1 .1 .1 1/ 1/ .4

1985............... 1/ .1 .3 .2 .1 1/ 1/ .7

1990............... 1/ .2 .2 .2 .1 1/ 1/ .8

1995............... 1/ .2 .3 .2 .2 .1 1/ .9

1996............... 1/ .2 .3 .2 .1 .1 1/ 1.0

1997............... 1/ .3 .3 .2 .1 .1 1/ 1.0

1998............... 1/ .3 .3 .2 .1 .1 1/ 1.1

1999............... .1 .3 .4 .3 .1 .1 1/ 1.2

2000............... .1 .3 .4 .3 .1 .1 1/ 1.3

2001............... .1 .4 .4 .3 .2 .1 1/ 1.4

2002............... .1 .4 .5 .4 .2 .1 1/ 1.7

2003............... .1 .5 .6 .4 .2 .1 1/ 1.9

2004............... .1 .6 .6 .4 .2 .1 1/ 2.1

2005............... .1 .6 .6 .5 .2 .1 1/ 2.1

2006............... .1 .6 .6 .4 .3 .1 1/ 2.2

2007............... .1 .6 .6 .4 .3 .1 1/ 2.2

2008............... .1 .6 .6 .4 .3 .1 1/ 2.3

2009............... .1 .7 .7 .4 .3 .1 1/ 2.3

2010............... .1 .7 .7 .5 .3 .1 1/ 2.4

2011............... .2 .7 .7 .5 .3 .1 1/ 2.5

2012............... .2 .8 .8 .5 .3 .1 1/ 2.5

2013............... .2 .8 .8 .5 .3 .1 1/ 2.6

2014............... .2 .8 .8 .5 .3 .1 1/ 2.7

Total

1980............... 17.6 25.0 21.9 12.1 4.9 1.2 .2 82.8

1985............... 22.2 29.4 26.2 14.4 5.7 1.4 .2 99.6

1990............... 24.9 37.9 32.5 18.7 7.8 1.9 .3 124.1

1995............... 25.3 40.7 41.0 23.0 10.1 2.6 .5 143.2

1996............... 25.2 42.0 42.5 25.4 10.8 2.9 .5 149.1

1997............... 22.9 39.0 40.2 24.9 10.4 2.8 .5 140.6

1998............... 23.1 39.1 41.2 26.3 11.0 3.0 .5 144.1

1999............... 23.6 40.9 43.0 28.8 12.1 3.1 .6 152.2

2000............... 23.2 38.8 41.6 29.0 12.5 3.0 .7 148.8

2001............... 24.8 39.8 43.5 31.7 14.0 3.1 .8 157.7

2002............... 25.3 38.9 43.6 33.3 15.0 3.1 .9 160.2

2003............... 25.8 37.8 43.5 35.3 15.9 3.2 1.0 162.5

2004............... 25.2 38.6 43.5 33.9 17.2 3.6 1.0 163.0

2005............... 25.4 39.3 43.9 33.7 17.2 3.7 1.0 164.3

2006............... 26.3 40.9 44.9 33.5 17.2 3.8 1.0 167.7

2007............... 27.0 42.6 46.3 33.3 17.2 3.9 1.1 171.5

2008............... 28.3 44.2 48.5 33.1 17.2 3.9 1.1 176.3

2009............... 30.5 46.0 50.6 33.3 17.0 4.0 1.1 182.5

2010............... 32.7 47.9 52.7 33.9 16.9 4.1 1.1 189.3

2011............... 34.2 50.1 55.1 34.7 16.8 4.0 1.2 196.2

2012............... 35.0 52.7 57.8 35.8 16.8 4.1 1.2 203.4

2013............... 35.9 55.8 60.2 37.6 16.7 4.1 1.2 211.4

2014............... 36.9 59.3 62.4 39.2 16.9 4.0 1.2 220.0

1 Fewer than 50.
Benefit Payments

86

Sources:

• Historical figures from SSA administrative records; future numbers of retired workers at end of calendar year shown earlier.

• Future numbers of retired workers at end of second quarter computed by age group; total computed by applying factor for portion of calendar year change occurring in first two

quarters to total calendar year change and adding to number at beginning of calendar year; ages 62-64 computed by applying ratio for ages 62-64 to total number; ages 65 or older

computed as residual.

• Historical ratio for ages 62-64 computed by dividing numbers of retired workers aged 62-64 by total number of retired workers. Future ratio for ages 62-64 at end of second quarter

projected by regression on ratio at end of calendar year.

• Historical half-year 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 second quarter or from end of second quarter to end of calendar year, by total change in calendar year. Future half-year 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 2005 Trustees Report intermediate set of assumptions.

III.B22.—Retired Workers With Benefits In Force

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Male Female

62-64

65 or older

Total 62-64

65 or older

Total

Number

in force

Percent

of male

retired

workers

Number

in force

Percent of

calendar

year change

occurring

in previous

6 months

Number

in force

Percent

of female

retired

workers

Number

in force

Percent of

calendar

year change

occurring

in previous

6 months

1980 ............... 1,021.4 9.43 9,808.3 10,829.7 43.65 1,035.9 11.26 8,160.0 9,195.9 47.35

1981 ............... 1,088.6 9.81 10,011.4 11,100.0 40.43 1,058.4 11.12 8,459.7 9,518.1 48.31

1982 ............... 1,164.8 10.25 10,201.2 11,366.0 49.31 1,102.6 11.21 8,736.5 9,839.1 47.49

1983 ............... 1,229.8 10.56 10,415.5 11,645.2 58.95 1,134.5 11.17 9,023.6 10,158.1 31.05

1984 ............... 1,281.6 10.80 10,586.1 11,867.6 57.34 1,168.6 11.19 9,270.2 10,438.8 39.55

1985 ............... 1,311.5 10.82 10,804.5 12,116.0 58.10 1,186.0 11.06 9,537.5 10,723.5 37.61

1986 ............... 1,337.2 10.79 11,051.1 12,388.3 45.06 1,198.1 10.88 9,816.8 11,014.8 48.15

1987 ............... 1,363.4 10.80 11,261.2 12,624.6 42.25 1,216.1 10.79 10,060.1 11,276.3 45.91

1988 ............... 1,362.3 10.63 11,451.2 12,813.5 46.87 1,214.8 10.56 10,286.9 11,501.7 48.83

1989 ............... 1,356.4 10.41 11,673.3 13,029.7 46.93 1,197.3 10.20 10,535.3 11,732.6 49.46

1990 ............... 1,359.1 10.26 11,889.3 13,248.3 46.50 1,181.6 9.89 10,771.8 11,953.4 48.82

1991 ............... 1,369.2 10.16 12,110.0 13,479.2 42.63 1,165.6 9.58 10,999.8 12,165.3 45.23

1992 ............... 1,376.9 10.04 12,338.2 13,715.1 42.42 1,156.7 9.34 11,225.7 12,382.4 45.46

1993 ............... 1,371.7 9.88 12,518.6 13,890.2 39.40 1,144.5 9.12 11,411.3 12,555.8 44.17

1994 ............... 1,371.6 9.77 12,661.3 14,033.0 44.57 1,152.3 9.06 11,560.2 12,712.5 47.99

1995 ............... 1,341.9 9.47 12,821.9 14,163.8 34.86 1,141.1 8.87 11,719.9 12,860.9 40.96

1996 ............... 1,322.7 9.27 12,944.9 14,267.6 46.62 1,141.1 8.78 11,851.1 12,992.2 50.90

1997 ............... 1,301.6 9.06 13,057.4 14,359.0 45.25 1,143.8 8.63 12,109.8 13,253.6 74.66

1998 ............... 1,309.2 9.07 13,130.8 14,440.0 42.55 1,169.7 8.73 12,234.7 13,404.4 45.29

1999 ............... 1,324.1 9.10 13,232.0 14,556.2 55.10 1,193.6 8.81 12,355.2 13,548.8 50.98

2000 ............... 1,356.5 9.14 13,488.6 14,845.1 38.93 1,236.0 8.97 12,540.0 13,776.0 43.29

2001 ............... 1,362.1 9.08 13,636.2 14,998.3 37.41 1,251.7 8.97 12,695.1 13,946.8 40.74

2002 ............... 1,362.4 8.98 13,804.7 15,167.1 38.68 1,263.7 8.94 12,866.0 14,129.7 45.75

2003 ............... 1,355.4 8.85 13,962.5 15,317.9 52.60 1,273.4 8.89 13,052.6 14,326.1 49.07

2004 ............... 1,397.0 9.01 14,109.0 15,506.0 54.95 1,331.4 9.14 13,238.3 14,569.8 53.82

2005-II ........... 1,407.2 9.02 14,200.7 15,607.9 50.27 1,363.7 9.29 13,320.4 14,684.2 45.77

2005-IV.......... 1,448.0 9.22 14,260.7 15,708.7 49.73 1,387.7 9.36 13,432.0 14,819.7 54.23

2006-II ........... 1,456.9 9.20 14,387.0 15,843.9 52.37 1,404.0 9.38 13,558.8 14,962.8 47.07

2006-IV.......... 1,492.3 9.35 14,474.4 15,966.8 47.63 1,442.9 9.54 13,680.9 15,123.8 52.93

2007-II ........... 1,498.1 9.28 14,639.3 16,137.4 53.20 1,452.3 9.49 13,846.3 15,298.5 49.86

2007-IV.......... 1,521.1 9.34 14,766.5 16,287.6 46.80 1,489.6 9.63 13,984.7 15,474.3 50.14

2008-II ........... 1,533.7 9.30 14,961.2 16,494.9 53.52 1,515.1 9.66 14,164.2 15,679.2 50.11

2008-IV.......... 1,584.1 9.50 15,090.8 16,674.9 46.48 1,573.0 9.90 14,310.3 15,883.3 49.89

2009-II ........... 1,605.4 9.48 15,323.5 16,928.9 53.66 1,614.5 10.01 14,517.6 16,132.1 50.12

2009-IV.......... 1,690.6 9.86 15,457.6 17,148.2 46.34 1,706.3 10.42 14,673.4 16,379.7 49.88

2010-II ........... 1,710.4 9.82 15,704.4 17,414.9 53.67 1,732.2 10.40 14,926.5 16,658.7 52.91

2010-IV.......... 1,789.8 10.14 15,855.2 17,645.0 46.33 1,835.5 10.86 15,071.5 16,907.0 47.09

2011-II ........... 1,800.2 10.04 16,136.1 17,936.2 53.70 1,853.1 10.77 15,351.9 17,205.0 51.78

2011-IV.......... 1,841.8 10.13 16,345.6 18,187.3 46.30 1,923.4 11.00 15,559.1 17,482.5 48.22

2012-II ........... 1,846.0 9.97 16,671.8 18,517.8 53.72 1,934.8 10.86 15,882.3 17,817.1 51.93

2012-IV.......... 1,863.0 9.91 16,939.6 18,802.5 46.28 1,980.0 10.92 16,146.7 18,126.8 48.07

2013-II ........... 1,869.0 9.76 17,287.9 19,157.0 53.71 1,992.0 10.77 16,499.0 18,490.9 52.72

2013-IV.......... 1,893.2 9.73 17,569.2 19,462.4 46.29 2,039.8 10.84 16,777.8 18,817.5 47.28

2014-II ........... 1,899.7 9.58 17,924.6 19,824.3 53.70 2,052.7 10.69 17,145.7 19,198.4 53.01

2014-IV.......... 1,925.9 9.56 18,210.5 20,136.4 46.30 2,104.5 10.77 17,431.6 19,536.1 46.99
OASI Numbers

87

Sources:

• Historical figures from SSA administrative records; future numbers of retired workers at end of calendar year shown earlier.

• Future numbers of retired workers at end of second quarter computed by age group; total computed by applying factor for portion of calendar year change occurring in first two

quarters to total calendar year change and adding to number at beginning of calendar year; ages 62-64 computed by applying ratio for ages 62-64 to total number; ages 65 or older

computed as residual.

• Historical ratio for ages 62-64 computed by dividing numbers of retired workers aged 62-64 by total number of retired workers. Future ratio for ages 62-64 at end of second quarter

projected by regression on ratio at end of calendar year.

• Historical half-year 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 second quarter or from end of second quarter to end of calendar year, by total change in calendar year. Future half-year 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 2005 Trustees Report intermediate set of assumptions.

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

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar

period

Male Female

62-64

65 or older

Total 62-64

65 or older

Total

Number

in currentpayment

status

Percent

of male

retired

workers

Number

in currentpayment

status

Percent of

calendar

year change

occurring

in previous

6 months

Number

in currentpayment

status

Percent

of female

retired

workers

Number

in currentpayment

status

Percent of

calendar

year change

occurring

in previous

6 months

1980................ 998.3 9.54 9,464.5 10,462.8 68.56 1,024.5 11.26 8,077.1 9,101.6 65.59

1981................ 1,068.0 9.92 9,699.0 10,767.0 64.17 1,046.5 11.10 8,381.8 9,428.4 63.73

1982................ 1,145.0 10.38 9,888.7 11,033.7 67.58 1,089.8 11.20 8,644.0 9,733.8 63.86

1983................ 1,208.9 10.64 10,153.8 11,362.7 51.27 1,121.1 11.14 8,939.8 10,061.0 59.54

1984................ 1,258.3 10.87 10,318.4 11,576.7 67.86 1,154.1 11.17 9,180.0 10,334.1 64.90

1985................ 1,288.9 10.90 10,531.0 11,819.9 63.57 1,171.6 11.04 9,443.9 10,615.4 61.51

1986................ 1,314.8 10.88 10,768.9 12,083.7 61.96 1,183.3 10.85 9,717.8 10,901.1 61.06

1987................ 1,336.2 10.86 10,962.3 12,298.5 52.48 1,198.2 10.75 9,947.1 11,145.3 55.51

1988................ 1,335.5 10.69 11,155.0 12,490.5 53.48 1,196.9 10.53 10,175.1 11,372.0 56.36

1989................ 1,332.4 10.47 11,389.8 12,722.2 56.49 1,181.4 10.18 10,427.7 11,609.1 58.67

1990................ 1,336.0 10.29 11,650.7 12,986.8 57.33 1,166.8 9.84 10,687.5 11,854.3 57.56

1991................ 1,345.8 10.18 11,880.6 13,226.4 58.59 1,149.7 9.53 10,916.9 12,066.6 59.95

1992................ 1,353.0 10.04 12,120.9 13,473.9 59.25 1,140.8 9.28 11,146.9 12,287.8 61.01

1993................ 1,346.2 9.86 12,303.2 13,649.4 64.97 1,128.1 9.05 11,331.5 12,459.7 67.16

1994................ 1,346.3 9.76 12,448.6 13,794.9 74.63 1,136.4 9.01 11,481.0 12,617.4 71.42

1995................ 1,315.6 9.45 12,602.8 13,918.4 71.64 1,124.2 8.81 11,635.9 12,760.1 68.25

1996................ 1,293.8 9.23 12,722.8 14,016.6 85.38 1,121.7 8.70 11,766.8 12,888.5 76.78

1997................ 1,275.0 9.03 12,847.7 14,122.7 73.38 1,126.7 8.56 12,032.3 13,158.9 82.34

1998................ 1,281.4 9.02 12,925.2 14,206.6 80.39 1,151.2 8.65 12,159.7 13,310.9 60.44

1999................ 1,296.8 9.05 13,031.5 14,328.2 75.17 1,175.0 8.73 12,280.3 13,455.3 65.51

2000................ 1,329.1 9.00 13,442.3 14,771.4 27.62 1,217.4 8.86 12,516.5 13,733.8 38.15

2001................ 1,337.0 8.95 13,596.9 14,933.9 39.48 1,234.2 8.87 12,674.6 13,908.8 43.07

2002................ 1,338.9 8.86 13,764.5 15,103.3 40.98 1,247.1 8.85 12,844.3 14,091.4 47.95

2003................ 1,332.5 8.74 13,918.6 15,251.1 56.20 1,257.4 8.80 13,028.2 14,285.6 51.79

2004................ 1,370.3 8.88 14,059.7 15,430.1 57.00 1,312.7 9.04 13,209.2 14,521.9 55.69

2005-II............ 1,382.4 8.90 14,145.3 15,527.7 48.74 1,336.3 9.14 13,290.8 14,627.2 42.36

2005-IV ......... 1,420.0 9.08 14,210.5 15,630.5 51.26 1,366.9 9.25 13,403.5 14,770.4 57.64

2006-II............ 1,428.7 9.07 14,331.1 15,759.8 51.12 1,377.7 9.25 13,516.7 14,894.4 41.26

2006-IV ......... 1,463.8 9.22 14,419.7 15,883.5 48.88 1,421.0 9.43 13,649.9 15,070.9 58.74

2007-II............ 1,469.5 9.16 14,573.2 16,042.7 50.45 1,430.3 9.40 13,781.8 15,212.1 40.66

2007-IV ......... 1,492.4 9.21 14,706.6 16,199.0 49.55 1,467.1 9.52 13,951.0 15,418.1 59.34

2008-II............ 1,504.7 9.18 14,879.2 16,383.9 48.47 1,489.7 9.56 14,091.6 15,581.3 40.26

2008-IV ......... 1,554.2 9.37 15,026.4 16,580.6 51.53 1,549.2 9.79 14,274.3 15,823.5 59.74

2009-II............ 1,575.2 9.38 15,220.3 16,795.5 46.76 1,585.2 9.90 14,433.9 16,019.1 39.98

2009-IV ......... 1,659.0 9.74 15,381.2 17,040.2 53.24 1,680.6 10.30 14,632.1 16,312.8 60.02

2010-II............ 1,678.5 9.73 15,576.9 17,255.4 43.48 1,706.1 10.33 14,816.6 16,522.7 39.90

2010-IV ......... 1,756.7 10.02 15,778.4 17,535.2 56.52 1,808.0 10.74 15,030.9 16,838.9 60.10

2011-II............ 1,766.8 9.95 15,989.9 17,756.7 41.87 1,825.2 10.70 15,238.2 17,063.4 39.81

2011-IV ......... 1,807.0 10.00 16,257.2 18,064.2 58.13 1,893.8 10.88 15,509.2 17,403.0 60.19

2012-II............ 1,811.2 9.89 16,510.9 18,322.1 42.26 1,904.9 10.79 15,752.4 17,657.3 39.71

2012-IV ......... 1,827.9 9.79 16,846.7 18,674.6 57.74 1,949.4 10.80 16,094.1 18,043.5 60.29

2013-II............ 1,833.8 9.68 17,109.8 18,943.6 40.94 1,961.1 10.71 16,355.5 18,316.7 39.70

2013-IV ......... 1,857.5 9.61 17,474.1 19,331.6 59.06 2,008.0 10.72 16,723.5 18,731.5 60.30

2014-II............ 1,863.9 9.51 17,733.1 19,597.0 39.57 2,020.7 10.63 16,994.9 19,015.7 39.70

2014-IV ......... 1,889.5 9.45 18,112.8 20,002.3 60.43 2,071.5 10.65 17,375.7 19,447.3 60.30
Benefit Payments

88

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B24.—Non-Orphan and Orphan Population, Under 18, in the Social Security Area

(By age, as of December 31, 1980-2014)

[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 ............... 17,405.0 16,387.8 17,782.5 11,190.9 62,766.2 153.0 462.0 1,047.9 1,124.2 2,787.1

1981 ............... 17,822.7 16,187.8 17,775.1 10,829.9 62,615.4 155.4 441.6 1,012.7 1,054.7 2,664.5

1982 ............... 18,179.4 16,304.5 17,616.7 10,487.0 62,587.6 155.4 430.7 975.1 978.0 2,539.1

1983 ............... 18,469.8 16,557.7 17,276.1 10,409.7 62,713.3 155.0 426.2 929.5 931.9 2,442.6

1984 ............... 18,631.4 16,908.5 16,867.2 10,527.7 62,934.7 154.2 426.3 882.4 902.3 2,365.2

1985 ............... 18,793.3 17,365.8 16,320.2 10,819.9 63,299.2 155.0 433.3 828.6 893.1 2,310.0

1986 ............... 18,941.5 17,790.6 16,086.2 10,794.7 63,613.0 159.4 443.4 796.1 867.0 2,265.9

1987 ............... 19,099.0 18,160.6 16,178.5 10,417.0 63,855.2 163.9 454.7 785.5 820.8 2,224.9

1988 ............... 19,408.6 18,443.9 16,419.9 9,829.7 64,102.1 170.9 467.9 789.6 759.1 2,187.4

1989 ............... 19,817.5 18,622.8 16,780.9 9,538.4 64,759.7 178.0 479.0 803.0 720.1 2,180.1

1990 ............... 20,142.2 18,796.4 17,333.1 9,516.6 65,788.2 182.8 490.9 830.1 704.1 2,207.9

1991 ............... 20,480.1 18,932.8 17,816.5 9,682.8 66,912.2 187.8 502.3 857.4 707.6 2,255.1

1992 ............... 20,702.8 19,092.3 18,225.4 9,898.6 67,919.0 191.4 513.5 884.9 718.1 2,308.0

1993 ............... 20,790.3 19,380.4 18,503.1 10,165.1 68,838.9 195.9 530.6 912.3 739.8 2,378.5

1994 ............... 20,689.6 19,748.9 18,637.5 10,509.0 69,585.0 197.6 548.9 933.0 768.6 2,448.0

1995 ............... 20,486.5 20,112.8 18,757.4 10,808.5 70,165.2 196.9 564.7 955.1 795.7 2,512.4

1996 ............... 20,293.8 20,479.3 18,864.3 11,074.8 70,712.2 189.8 573.8 968.9 820.9 2,553.4

1997 ............... 20,174.8 20,719.9 18,999.5 11,187.1 71,081.3 178.9 572.3 975.6 832.2 2,559.0

1998 ............... 20,147.7 20,826.7 19,270.4 11,149.3 71,394.1 169.0 565.4 987.3 834.0 2,555.8

1999 ............... 20,198.7 20,722.2 19,661.7 11,145.1 71,727.8 162.1 551.1 1,002.5 837.1 2,552.8

2000 ............... 20,316.9 20,478.6 19,961.5 11,211.2 71,968.2 157.6 532.1 1,010.2 844.3 2,544.2

2001 ............... 20,536.5 20,286.2 20,192.8 11,315.5 72,331.0 157.9 517.3 1,016.5 855.7 2,547.3

2002 ............... 20,788.5 20,126.9 20,320.8 11,378.0 72,614.3 157.5 502.0 1,013.6 862.2 2,535.2

2003 ............... 20,847.6 20,021.1 20,428.0 11,489.7 72,786.4 158.3 489.3 1,009.0 868.2 2,524.7

2004 ............... 20,845.0 20,009.1 20,404.9 11,730.3 72,989.3 158.8 479.7 996.2 883.1 2,517.8

2005 ............... 20,703.0 20,174.9 20,300.6 12,014.7 73,193.2 156.8 475.7 979.1 897.6 2,509.2

2006 ............... 20,485.3 20,474.7 20,165.3 12,195.4 73,320.6 153.0 477.4 961.9 903.1 2,495.3

2007 ............... 20,282.7 20,802.6 20,029.5 12,210.8 73,325.6 148.6 481.8 944.6 896.5 2,471.5

2008 ............... 20,349.7 20,861.9 19,934.7 12,143.4 73,289.7 148.4 482.5 929.8 884.0 2,444.7

2009 ............... 20,437.3 20,860.2 19,924.5 12,069.5 73,291.4 148.3 482.3 918.2 873.2 2,421.9

2010 ............... 20,540.8 20,719.0 20,085.3 12,010.6 73,355.8 148.3 476.5 915.1 861.6 2,401.5

2011 ............... 20,654.0 20,504.1 20,377.4 11,929.0 73,464.5 148.4 467.2 920.5 848.2 2,384.3

2012 ............... 20,771.3 20,308.2 20,700.2 11,835.4 73,615.1 148.5 456.6 930.1 834.5 2,369.7

2013 ............... 20,887.5 20,376.1 20,760.2 11,784.1 73,807.9 148.6 455.7 930.2 823.8 2,358.4

2014 ............... 20,997.8 20,464.2 20,760.2 11,839.3 74,061.5 148.7 455.4 928.6 820.1 2,352.8
OASI Numbers

89

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 2005 Trustees Report intermediate set of assumptions.

III.B25.—Minor Children of Retired Workers With Benefits In Force 

(By age, as of December 31, 1980-2014)

[Numbers in thousands]

Year

In force Percent of non-orphan population

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1980............... 11.3 38.6 126.7 189.5 366.0 0.065 0.236 0.712 1.652 0.583

1981............... 11.0 37.0 120.8 181.9 350.7 .062 .229 .680 1.640 .560

1982............... 10.8 35.6 115.6 175.4 337.4 .059 .218 .656 1.633 .539

1983............... 10.8 35.6 111.5 168.4 326.3 .059 .215 .645 1.578 .520

1984............... 10.7 35.2 105.8 160.3 312.1 .058 .208 .628 1.486 .496

1985............... 11.0 35.6 100.4 154.3 301.2 .058 .205 .615 1.400 .476

1986............... 11.1 36.1 96.3 150.6 294.1 .059 .203 .599 1.361 .462

1987............... 11.1 36.3 93.5 142.7 283.7 .058 .200 .578 1.323 .444

1988............... 11.3 36.4 92.0 132.4 272.1 .058 .197 .560 1.287 .424

1989............... 11.2 36.7 91.1 123.3 262.2 .056 .197 .543 1.225 .405

1990............... 11.5 37.2 92.0 118.6 259.3 .057 .198 .531 1.174 .394

1991............... 11.9 38.3 93.0 114.7 257.9 .058 .202 .522 1.131 .385

1992............... 12.3 39.1 95.0 114.6 261.0 .059 .205 .521 1.104 .384

1993............... 12.4 40.2 96.0 114.2 262.8 .060 .208 .519 1.077 .382

1994............... 12.2 40.9 96.7 114.8 264.6 .059 .207 .519 1.045 .380

1995............... 11.8 41.6 96.9 115.5 265.8 .058 .207 .516 1.021 .379

1996............... 11.5 42.1 97.7 114.9 266.2 .057 .205 .518 .992 .376

1997............... 11.0 42.2 98.1 113.1 264.4 .054 .204 .516 .967 .372

1998............... 10.7 41.9 98.8 112.2 263.5 .053 .201 .512 .961 .369

1999............... 10.4 41.9 100.8 113.3 266.4 .052 .202 .513 .971 .371

2000............... 11.0 42.7 107.5 118.4 279.5 .054 .208 .538 1.010 .388

2001............... 11.0 42.8 110.7 120.0 284.5 .053 .211 .548 1.030 .393

2002............... 11.0 43.0 114.8 122.3 291.1 .053 .213 .565 1.060 .401

2003............... 10.9 42.9 115.4 126.2 295.5 .052 .214 .565 1.081 .406

2004............... 10.8 42.5 115.8 130.4 299.5 .052 .213 .568 1.094 .410

2005............... 10.7 42.7 114.9 134.8 303.1 .052 .212 .566 1.106 .414

2006............... 10.5 42.9 114.2 137.0 304.6 .051 .210 .566 1.107 .415

2007............... 10.3 43.1 113.5 137.8 304.8 .051 .207 .567 1.113 .416

2008............... 10.3 43.5 113.1 136.8 303.6 .050 .208 .567 1.110 .414

2009............... 10.3 43.6 112.7 136.0 302.6 .051 .209 .565 1.110 .413

2010............... 10.4 43.3 113.1 135.0 301.9 .051 .209 .563 1.108 .411

2011............... 10.4 42.8 114.2 134.4 301.8 .051 .209 .560 1.110 .411

2012............... 10.5 42.1 115.6 133.4 301.7 .051 .207 .559 1.111 .410

2013............... 10.6 42.2 116.6 132.9 302.2 .051 .207 .562 1.111 .409

2014............... 10.6 42.4 117.1 133.2 303.3 .051 .207 .564 1.109 .410
Benefit Payments

90

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 2005 Trustees Report intermediate set of assumptions.

III.B26.—Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population

(By age, calendar years 1980-2014)

Year 0-4 5-9 10-14 15-17 Total

1980 ..................................... 0.036 0.070 0.191 0.432 0.166

1981 ..................................... .026 .045 .141 .358 .126

1982 ..................................... .027 .046 .136 .347 .121

1983 ..................................... .027 .046 .136 .340 .119

1984 ..................................... .026 .044 .129 .311 .111

1985 ..................................... .028 .046 .129 .300 .110

1986 ..................................... .027 .045 .123 .288 .105

1987 ..................................... .026 .043 .116 .269 .098

1988 ..................................... .027 .043 .113 .262 .094

1989 ..................................... .026 .042 .106 .244 .087

1990 ..................................... .027 .046 .109 .238 .088

1991 ..................................... .028 .047 .108 .233 .088

1992 ..................................... .029 .047 .109 .229 .088

1993 ..................................... .028 .046 .106 .214 .085

1994 ..................................... .027 .045 .101 .201 .081

1995 ..................................... .026 .045 .100 .194 .080

1996 ..................................... .026 .044 .098 .182 .078

1997 ..................................... .024 .043 .097 .173 .075

1998 ..................................... .024 .043 .094 .172 .074

1999 ..................................... .024 .045 .099 .181 .078

2000 ..................................... .028 .052 .119 .217 .093

2001 ..................................... .026 .050 .111 .200 .087

2002 ..................................... .026 .051 .116 .211 .091

2003 ..................................... .025 .048 .110 .202 .086

2004 ..................................... .024 .048 .111 .211 .088

2005 ..................................... .025 .048 .112 .208 .089

2006 ..................................... .025 .048 .112 .208 .089

2007 ..................................... .025 .048 .112 .208 .089

2008 ..................................... .025 .048 .112 .208 .089

2009 ..................................... .025 .048 .111 .208 .089

2010 ..................................... .025 .049 .111 .208 .089

2011 ..................................... .025 .048 .111 .208 .089

2012 ..................................... .025 .048 .111 .208 .088

2013 ..................................... .025 .048 .111 .208 .088

2014 ..................................... .025 .048 .112 .208 .088
OASI Numbers

91

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to non-orphan population.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B27.—Awards to Minor Children of Retired Workers

(By age, calendar years 1980-2014)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1980..................................... 4.9 11.4 33.8 61.5 111.6

1981..................................... 3.6 7.3 24.8 49.0 84.8

1982..................................... 3.8 7.5 23.8 46.4 81.5

1983..................................... 3.9 7.5 23.4 45.3 80.1

1984..................................... 3.9 7.4 21.6 41.5 74.3

1985..................................... 4.2 7.9 21.0 41.1 74.2

1986..................................... 4.0 8.0 19.7 39.1 70.9

1987..................................... 4.0 7.9 18.7 35.6 66.1

1988..................................... 4.1 8.0 18.5 33.1 63.7

1989..................................... 4.0 7.8 17.7 29.6 59.2

1990..................................... 4.3 8.6 18.8 28.7 60.5

1991..................................... 4.6 8.8 19.1 28.1 60.6

1992..................................... 4.8 8.9 19.7 27.9 61.3

1993..................................... 4.6 8.9 19.5 26.4 59.5

1994..................................... 4.5 8.8 18.8 25.4 57.6

1995..................................... 4.2 9.0 18.7 25.2 57.1

1996..................................... 4.2 9.1 18.4 24.4 56.0

1997..................................... 3.9 8.9 18.3 23.7 54.8

1998..................................... 3.9 8.9 18.1 23.3 54.2

1999..................................... 3.8 9.3 19.5 24.4 57.0

2000..................................... 4.5 10.7 23.8 29.3 68.3

2001..................................... 4.2 10.1 22.3 27.2 63.7

2002..................................... 4.4 10.3 23.5 28.8 67.0

2003..................................... 4.2 9.6 22.4 27.7 63.8

2004..................................... 4.0 9.5 22.6 29.4 65.5

2005..................................... 4.1 9.7 22.6 29.6 66.0

2006..................................... 4.1 9.8 22.4 30.1 66.4

2007..................................... 4.0 10.0 22.3 30.1 66.4

2008..................................... 4.0 10.0 22.2 30.0 66.2

2009..................................... 4.1 10.1 22.1 29.8 66.1

2010..................................... 4.1 10.0 22.2 29.7 66.0

2011..................................... 4.1 9.9 22.5 29.5 66.0

2012..................................... 4.1 9.8 22.8 29.3 66.1

2013..................................... 4.1 9.8 23.0 29.2 66.2

2014..................................... 4.2 9.8 23.1 29.3 66.5
Benefit Payments

92

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 2005 Trustees Report intermediate set of assumptions.

III.B28.—Minor Children of Retired Workers With Benefits Withheld

(By age, as of December 31, 1980-2014)

[Numbers in thousands]

Year

Withheld Percent of minor child life in force

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1980 ............... 0.1 0.5 2.3 8.3 11.2 0.905 1.284 1.809 4.396 3.065

1981 ............... .1 .4 2.1 7.8 10.4 .782 1.176 1.699 4.283 2.956

1982 ............... .3 1.0 3.7 10.1 15.0 2.329 2.687 3.210 5.746 4.445

1983 ............... .3 1.1 4.1 10.5 16.1 2.794 3.180 3.699 6.237 4.922

1984 ............... .3 1.2 4.2 11.1 16.9 3.112 3.476 3.999 6.912 5.406

1985 ............... .4 1.4 4.4 10.7 16.9 3.634 3.965 4.411 6.912 5.611

1986 ............... .5 1.6 4.9 12.1 19.1 4.277 4.565 5.068 8.053 6.504

1987 ............... .6 2.0 5.6 13.8 22.0 5.240 5.534 5.974 9.694 7.761

1988 ............... .6 2.1 5.9 14.3 22.9 5.667 5.702 6.387 10.773 8.399

1989 ............... .7 2.2 6.0 14.3 23.2 6.408 5.978 6.550 11.612 8.844

1990 ............... .7 2.3 6.1 14.3 23.3 5.740 6.122 6.609 12.055 8.992

1991 ............... .6 2.4 6.3 12.8 22.1 5.323 6.294 6.761 11.158 8.581

1992 ............... .6 2.5 6.4 13.0 22.6 5.194 6.384 6.768 11.350 8.648

1993 ............... .6 2.8 6.8 13.1 23.3 5.209 6.911 7.041 11.444 8.847

1994 ............... .6 2.8 6.8 13.2 23.5 5.165 6.902 7.020 11.514 8.865

1995 ............... .6 2.9 7.0 13.6 24.1 5.348 6.903 7.234 11.741 9.056

1996 ............... .6 2.9 7.4 13.4 24.3 5.274 6.918 7.551 11.689 9.138

1997 ............... .6 3.0 7.5 13.4 24.4 5.094 7.038 7.638 11.800 9.218

1998 ............... .5 3.0 7.7 13.9 25.1 4.889 7.051 7.809 12.371 9.513

1999 ............... .5 3.0 7.8 14.2 25.6 4.891 7.215 7.757 12.533 9.591

2000 ............... .4 2.5 7.2 13.5 23.6 3.768 5.897 6.680 11.419 8.454

2001 ............... .4 2.5 7.3 11.9 22.2 3.926 5.893 6.634 9.947 7.815

2002 ............... .5 2.6 7.6 10.3 21.0 4.114 6.013 6.642 8.416 7.199

2003 ............... .5 2.7 7.8 11.0 21.9 4.197 6.214 6.768 8.702 7.419

2004 ............... .5 2.7 8.0 11.1 22.2 4.562 6.324 6.885 8.506 7.427

2005 ............... .5 2.7 7.9 11.4 22.5 4.572 6.324 6.886 8.450 7.421

2006 ............... .5 2.7 7.9 11.5 22.6 4.561 6.323 6.885 8.424 7.418

2007 ............... .5 2.7 7.8 11.6 22.6 4.537 6.321 6.884 8.407 7.414

2008 ............... .5 2.7 7.8 11.5 22.5 4.531 6.324 6.884 8.406 7.410

2009 ............... .5 2.8 7.8 11.4 22.4 4.533 6.328 6.883 8.411 7.410

2010 ............... .5 2.7 7.8 11.4 22.4 4.532 6.331 6.881 8.422 7.410

2011 ............... .5 2.7 7.9 11.3 22.4 4.531 6.329 6.879 8.431 7.411

2012 ............... .5 2.7 8.0 11.3 22.4 4.531 6.325 6.879 8.442 7.411

2013 ............... .5 2.7 8.0 11.2 22.4 4.532 6.325 6.884 8.454 7.414

2014 ............... .5 2.7 8.1 11.3 22.5 4.532 6.325 6.888 8.460 7.417
OASI Numbers

93

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B29.—Minor Children of Retired Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2014)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1980..................................... 11.2 38.1 124.4 181.1 354.8

1981..................................... 10.9 36.6 118.7 174.1 340.4

1982..................................... 10.5 34.6 111.9 165.3 322.4

1983..................................... 10.5 34.4 107.4 157.9 310.2

1984..................................... 10.4 34.0 101.6 149.2 295.3

1985..................................... 10.6 34.2 95.9 143.6 284.3

1986..................................... 10.6 34.5 91.4 138.4 275.0

1987..................................... 10.5 34.3 88.0 128.9 261.7

1988..................................... 10.7 34.3 86.1 118.1 249.2

1989..................................... 10.5 34.5 85.1 109.0 239.0

1990..................................... 10.8 34.9 85.9 104.3 236.0

1991..................................... 11.2 35.9 86.7 101.9 235.7

1992..................................... 11.7 36.6 88.6 101.6 238.4

1993..................................... 11.8 37.4 89.3 101.1 239.6

1994..................................... 11.6 38.0 90.0 101.5 241.1

1995..................................... 11.2 38.7 89.9 101.9 241.7

1996..................................... 10.9 39.2 90.3 101.4 241.9

1997..................................... 10.4 39.2 90.6 99.8 240.0

1998..................................... 10.1 39.0 91.0 98.3 238.4

1999..................................... 9.9 38.9 93.0 99.1 240.9

2000..................................... 10.5 40.1 100.3 104.9 255.9

2001..................................... 10.5 40.3 103.4 108.1 262.2

2002..................................... 10.5 40.4 107.2 112.0 270.1

2003..................................... 10.5 40.2 107.6 115.3 273.5

2004..................................... 10.3 39.8 107.9 119.3 277.3

2005..................................... 10.2 40.0 107.0 123.4 280.6

2006..................................... 10.0 40.2 106.3 125.5 282.0

2007..................................... 9.8 40.4 105.7 126.3 282.2

2008..................................... 9.8 40.7 105.3 125.3 281.1

2009..................................... 9.9 40.9 104.9 124.5 280.2

2010..................................... 9.9 40.6 105.4 123.6 279.5

2011..................................... 10.0 40.1 106.3 123.0 279.4

2012..................................... 10.0 39.4 107.7 122.2 279.3

2013..................................... 10.1 39.5 108.6 121.7 279.8

2014..................................... 10.1 39.7 109.1 122.0 280.8
Benefit Payments

94

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.

• Percentages computed by dividing number in force by orphan population.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B30.—Minor Children of Deceased Workers With Benefits In Force

(By age, as of December 31, 1980-2014)

[Numbers in thousands]

Year

In force Percent of orphan population

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1980 ............... 77.8 296.1 730.5 787.5 1,891.8 50.814 64.103 69.708 69.978 67.878

1981 ............... 77.6 283.9 703.0 747.7 1,812.3 49.928 64.289 69.425 70.741 68.018

1982 ............... 77.6 272.2 677.2 712.8 1,739.7 49.922 63.200 69.446 72.342 68.515

1983 ............... 77.3 267.7 647.6 679.1 1,671.8 49.894 62.806 69.672 72.135 68.443

1984 ............... 75.1 266.1 613.5 649.9 1,604.6 48.678 62.419 69.518 71.086 67.839

1985 ............... 73.3 267.7 576.8 636.2 1,554.0 47.294 61.781 69.618 70.585 67.273

1986 ............... 73.1 270.0 547.6 623.9 1,514.6 45.875 60.883 68.785 71.077 66.840

1987 ............... 72.3 269.4 532.8 595.7 1,470.2 44.094 59.240 67.832 71.327 66.077

1988 ............... 72.5 269.3 528.2 555.1 1,425.0 42.414 57.555 66.890 71.470 65.146

1989 ............... 73.7 268.7 530.2 521.5 1,394.1 41.431 56.098 66.025 70.395 63.947

1990 ............... 74.3 268.2 535.9 503.9 1,382.3 40.622 54.624 64.562 69.354 62.606

1991 ............... 75.9 268.8 543.0 493.9 1,381.6 40.421 53.506 63.330 68.031 61.265

1992 ............... 77.2 269.4 547.8 495.2 1,389.7 40.348 52.464 61.909 67.179 60.211

1993 ............... 78.1 273.8 553.5 499.7 1,405.1 39.886 51.605 60.674 65.953 59.076

1994 ............... 78.1 279.6 555.6 512.6 1,426.0 39.540 50.947 59.553 65.057 58.252

1995 ............... 75.9 283.6 557.4 521.4 1,438.2 38.547 50.212 58.358 63.831 57.243

1996 ............... 72.2 285.8 558.0 528.6 1,444.5 38.025 49.810 57.589 62.736 56.573

1997 ............... 68.4 284.2 555.2 523.1 1,430.8 38.205 49.657 56.911 61.172 55.913

1998 ............... 64.9 279.6 556.0 522.1 1,422.6 38.422 49.445 56.315 60.837 55.662

1999 ............... 62.7 271.2 560.1 519.7 1,413.7 38.696 49.205 55.872 60.250 55.378

2000 ............... 62.5 261.3 563.3 520.5 1,407.6 39.650 49.110 55.760 59.752 55.326

2001 ............... 63.4 252.4 567.7 517.4 1,401.0 40.186 48.800 55.853 59.208 54.998

2002 ............... 64.5 245.9 570.3 516.8 1,397.5 40.971 48.978 56.264 59.419 55.122

2003 ............... 63.7 241.1 566.3 521.8 1,392.9 40.264 49.284 56.123 59.444 55.172

2004 ............... 63.3 238.6 555.0 529.0 1,385.9 39.876 49.728 55.714 59.338 55.044

2005 ............... 62.7 237.1 540.5 538.7 1,379.1 40.019 49.846 55.203 59.447 54.960

2006 ............... 61.3 237.8 527.0 541.5 1,367.5 40.028 49.813 54.793 59.394 54.805

2007 ............... 59.5 239.2 515.7 535.8 1,350.2 40.005 49.647 54.598 59.196 54.629

2008 ............... 59.2 239.1 506.5 525.5 1,330.3 39.907 49.552 54.478 58.873 54.417

2009 ............... 59.2 238.7 499.5 515.9 1,313.2 39.909 49.494 54.400 58.504 54.223

2010 ............... 59.2 235.8 497.1 506.6 1,298.6 39.904 49.481 54.318 58.218 54.076

2011 ............... 59.2 231.0 499.4 496.9 1,286.6 39.891 49.455 54.256 57.997 53.960

2012 ............... 59.2 225.7 504.0 487.9 1,276.9 39.892 49.445 54.191 57.872 53.885

2013 ............... 59.3 225.3 504.1 481.1 1,269.8 39.904 49.442 54.188 57.804 53.843

2014 ............... 59.3 225.2 503.4 478.7 1,266.6 39.910 49.455 54.206 57.774 53.835
OASI Numbers

95

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 2005 Trustees Report intermediate set of assumptions.

III.B31.—Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population

(By age, calendar years 1980-2014)

Year 0-4 5-9 10-14 15-17 Total

1980..................................... 41.621 26.921 24.325 23.474 25.832

1981..................................... 39.291 25.318 23.112 23.430 24.981

1982..................................... 38.345 25.992 23.266 23.667 25.267

1983..................................... 37.996 24.478 23.000 22.615 24.538

1984..................................... 36.683 24.558 22.987 22.350 24.372

1985..................................... 36.388 24.926 24.044 22.439 24.864

1986..................................... 35.726 24.396 23.073 22.561 24.476

1987..................................... 32.809 23.047 22.316 22.777 23.742

1988..................................... 31.534 22.017 22.147 23.412 23.520

1989..................................... 30.165 20.989 21.166 22.353 22.470

1990..................................... 29.470 20.067 20.427 21.735 21.708

1991..................................... 29.296 19.463 19.609 20.937 21.007

1992..................................... 28.593 18.535 18.676 20.202 20.120

1993..................................... 28.433 18.269 18.243 19.565 19.682

1994..................................... 27.976 17.976 17.423 18.827 19.028

1995..................................... 26.181 17.243 16.427 17.794 17.973

1996..................................... 24.730 16.256 15.527 16.602 16.879

1997..................................... 24.707 15.443 14.421 15.455 15.883

1998..................................... 25.295 15.304 14.071 14.656 15.468

1999..................................... 26.110 15.384 13.992 14.675 15.469

2000..................................... 27.949 15.750 14.054 14.519 15.626

2001..................................... 29.209 16.147 14.550 14.461 15.959

2002..................................... 29.609 16.589 15.093 14.636 16.351

2003..................................... 27.879 16.514 14.775 14.504 16.048

2004..................................... 27.556 16.991 14.689 14.972 16.244

2005..................................... 27.817 16.846 14.785 14.761 16.184

2006..................................... 27.936 16.890 14.786 14.762 16.182

2007..................................... 28.152 16.894 14.787 14.762 16.181

2008..................................... 28.142 16.834 14.787 14.762 16.179

2009..................................... 28.143 16.781 14.786 14.762 16.174

2010..................................... 28.154 16.770 14.784 14.762 16.174

2011..................................... 28.159 16.792 14.784 14.762 16.178

2012..................................... 28.158 16.834 14.784 14.762 16.185

2013..................................... 28.155 16.837 14.787 14.762 16.192

2014..................................... 28.140 16.839 14.788 14.762 16.195
Benefit Payments

96

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to non-orphan population.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B32.—Awards to Minor Children of Deceased Workers

(By age, calendar years 1980-2014)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1980 ..................................... 30.6 48.8 83.7 98.9 261.9

1981 ..................................... 29.3 44.5 77.2 92.2 243.1

1982 ..................................... 29.0 44.5 75.7 84.9 234.1

1983 ..................................... 28.9 41.9 70.6 79.1 220.5

1984 ..................................... 27.7 42.3 66.9 75.8 212.8

1985 ..................................... 28.1 44.4 66.1 75.9 214.6

1986 ..................................... 28.7 45.0 62.0 72.5 208.2

1987 ..................................... 27.5 44.9 60.3 68.6 201.3

1988 ..................................... 28.3 45.5 61.8 66.5 202.1

1989 ..................................... 28.6 45.9 61.5 61.8 197.9

1990 ..................................... 29.2 46.3 63.3 59.3 198.1

1991 ..................................... 30.1 47.0 64.7 59.5 201.3

1992 ..................................... 29.9 46.6 65.8 59.8 202.1

1993 ..................................... 30.6 48.1 68.2 61.7 208.6

1994 ..................................... 30.5 49.6 68.3 63.2 211.6

1995 ..................................... 28.6 49.5 67.5 64.0 209.6

1996 ..................................... 26.7 47.9 66.0 63.2 203.8

1997 ..................................... 25.3 45.6 62.6 60.8 194.3

1998 ..................................... 24.3 44.8 62.7 59.6 191.4

1999 ..................................... 23.8 44.0 63.8 59.8 191.5

2000 ..................................... 24.5 43.8 65.1 60.1 193.4

2001 ..................................... 25.2 43.7 67.7 60.7 197.3

2002 ..................................... 25.5 43.6 69.9 62.6 201.5

2003 ..................................... 24.2 41.9 67.7 62.6 196.4

2004 ..................................... 24.2 41.9 66.9 64.9 197.9

2005 ..................................... 24.1 40.9 67.0 64.9 196.8

2006 ..................................... 23.5 41.2 66.4 65.2 196.3

2007 ..................................... 23.0 41.7 65.4 65.0 195.1

2008 ..................................... 23.0 41.7 64.5 64.6 193.8

2009 ..................................... 23.0 41.6 63.8 64.4 192.8

2010 ..................................... 23.0 41.1 63.6 64.0 191.7

2011 ..................................... 23.0 40.3 64.1 63.4 190.8

2012 ..................................... 23.0 39.5 64.9 62.6 190.0

2013 ..................................... 23.0 39.5 64.9 62.0 189.4

2014 ..................................... 23.0 39.4 64.8 61.8 189.0
OASI Numbers

97

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 2005 Trustees Report intermediate set of assumptions.

III.B33.—Minor Children of Deceased Workers With Benefits Withheld

(By age, as of December 31, 1980-2014)

[Numbers in thousands]

Year

Withheld Percent of minor child survivors in force

0-4 5-9 10-14 15-17 Total 0-4 5-9 10-14 15-17 Total

1980............... 0.2 0.9 2.8 4.5 8.4 0.266 0.289 0.385 0.575 0.444

1981............... .5 1.8 5.5 8.4 16.2 .612 .643 .782 1.125 .894

1982............... .5 2.0 6.5 13.7 22.7 .674 .722 .965 1.917 1.304

1983............... .6 2.2 7.2 16.1 26.1 .773 .826 1.108 2.367 1.559

1984............... .6 2.4 7.5 18.2 28.9 .860 .916 1.230 2.804 1.798

1985............... .7 2.8 8.0 17.3 28.8 .903 1.053 1.386 2.724 1.853

1986............... .8 3.6 9.5 21.8 35.8 1.155 1.345 1.735 3.497 2.363

1987............... .9 4.1 10.2 25.2 40.5 1.296 1.524 1.909 4.238 2.752

1988............... 1.0 4.5 10.9 26.8 43.1 1.325 1.653 2.058 4.829 3.024

1989............... 1.1 4.9 12.0 28.5 46.5 1.457 1.820 2.268 5.462 3.334

1990............... 1.0 5.2 12.6 29.6 48.4 1.347 1.928 2.357 5.883 3.505

1991............... 1.1 5.2 12.9 26.4 45.6 1.457 1.934 2.380 5.347 3.303

1992............... 1.2 5.5 13.9 27.7 48.3 1.555 2.039 2.532 5.597 3.474

1993............... 1.3 5.7 14.4 27.3 48.7 1.613 2.082 2.604 5.462 3.463

1994............... 1.2 5.9 14.5 28.8 50.4 1.578 2.113 2.615 5.611 3.537

1995............... 1.2 6.0 15.0 29.9 52.0 1.515 2.118 2.687 5.734 3.618

1996............... 1.1 6.2 15.4 30.8 53.4 1.485 2.156 2.754 5.835 3.700

1997............... 1.0 6.2 15.5 32.0 54.6 1.464 2.169 2.790 6.112 3.818

1998............... .9 6.0 15.7 36.5 59.2 1.448 2.158 2.821 6.990 4.158

1999............... .9 5.8 16.0 37.0 59.7 1.478 2.140 2.853 7.125 4.226

2000............... 1.0 5.7 16.1 38.8 61.5 1.578 2.165 2.852 7.455 4.370

2001............... 1.0 5.4 16.4 32.7 55.5 1.565 2.149 2.881 6.326 3.962

2002............... 1.0 5.3 16.6 24.3 47.2 1.527 2.140 2.912 4.704 3.375

2003............... 1.0 5.1 16.4 25.6 48.2 1.580 2.130 2.899 4.905 3.457

2004............... 1.1 5.2 16.4 24.6 47.2 1.679 2.189 2.954 4.643 3.409

2005............... 1.1 5.2 16.0 25.0 47.2 1.681 2.189 2.954 4.647 3.426

2006............... 1.0 5.2 15.6 25.1 47.0 1.679 2.187 2.954 4.645 3.433

2007............... 1.0 5.2 15.2 24.9 46.4 1.676 2.187 2.954 4.652 3.436

2008............... 1.0 5.2 15.0 24.5 45.7 1.675 2.189 2.952 4.665 3.435

2009............... 1.0 5.2 14.7 24.1 45.1 1.675 2.193 2.950 4.676 3.433

2010............... 1.0 5.2 14.6 23.7 44.6 1.675 2.194 2.946 4.687 3.431

2011............... 1.0 5.1 14.7 23.4 44.1 1.675 2.192 2.942 4.701 3.428

2012............... 1.0 4.9 14.8 23.0 43.8 1.675 2.190 2.941 4.713 3.426

2013............... 1.0 4.9 14.9 22.7 43.5 1.675 2.189 2.947 4.721 3.425

2014............... 1.0 4.9 14.9 22.6 43.4 1.675 2.189 2.953 4.722 3.426
Benefit Payments

98

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B34.—Minor Children of Deceased Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2014)

[In thousands]

Year 0-4 5-9 10-14 15-17 Total

1980 ..................................... 77.5 295.3 727.6 783.0 1,883.4

1981 ..................................... 77.1 282.1 697.5 739.3 1,796.1

1982 ..................................... 77.0 270.2 670.6 699.1 1,717.0

1983 ..................................... 76.8 265.5 640.4 663.1 1,645.7

1984 ..................................... 74.4 263.7 605.9 631.7 1,575.7

1985 ..................................... 72.7 264.9 568.9 618.8 1,525.2

1986 ..................................... 72.3 266.3 538.1 602.0 1,478.8

1987 ..................................... 71.4 265.3 522.6 570.5 1,429.7

1988 ..................................... 71.5 264.8 517.3 528.3 1,381.9

1989 ..................................... 72.7 263.8 518.1 493.0 1,347.6

1990 ..................................... 73.3 263.0 523.3 474.3 1,333.8

1991 ..................................... 74.8 263.6 530.0 467.5 1,335.9

1992 ..................................... 76.0 263.9 534.0 467.5 1,341.4

1993 ..................................... 76.9 268.1 539.1 472.4 1,356.5

1994 ..................................... 76.9 273.7 541.1 483.9 1,375.6

1995 ..................................... 74.7 277.5 542.4 491.5 1,386.1

1996 ..................................... 71.1 279.7 542.6 497.7 1,391.1

1997 ..................................... 67.4 278.0 539.7 491.1 1,376.2

1998 ..................................... 64.0 273.5 540.3 485.6 1,363.5

1999 ..................................... 61.8 265.4 544.1 482.6 1,353.9

2000 ..................................... 61.5 255.7 547.2 481.7 1,346.1

2001 ..................................... 62.4 247.0 551.4 484.6 1,345.5

2002 ..................................... 63.5 240.6 553.7 492.5 1,350.3

2003 ..................................... 62.7 236.0 549.9 496.2 1,344.8

2004 ..................................... 62.3 233.3 538.6 504.5 1,338.7

2005 ..................................... 61.7 231.9 524.5 513.7 1,331.8

2006 ..................................... 60.2 232.6 511.5 516.3 1,320.6

2007 ..................................... 58.5 234.0 500.5 510.9 1,303.8

2008 ..................................... 58.2 233.8 491.6 501.0 1,284.6

2009 ..................................... 58.2 233.5 484.8 491.7 1,268.2

2010 ..................................... 58.2 230.6 482.4 482.9 1,254.1

2011 ..................................... 58.2 226.0 484.7 473.6 1,242.5

2012 ..................................... 58.2 220.8 489.2 464.9 1,233.2

2013 ..................................... 58.3 220.4 489.2 458.4 1,226.3

2014 ..................................... 58.3 220.3 488.5 456.1 1,223.2
OASI Numbers

99

Source: Estimates prepared by the Office of the Chief Actuary.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B35.—Uninsured Population in the Social Security Area

(By age, as of December 31, 1980-2014)

[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.......... 3,723.5 4,961.5 4,867.9 6,118.9 5,093.5 4,178.1 3,864.9 4,085.1 4,171.4 4,249.6 4,264.1 49,578.4

1981.......... 3,962.5 5,210.5 4,618.9 5,671.2 5,384.2 4,251.3 3,700.8 3,972.9 4,005.4 4,164.7 4,261.3 49,203.7

1982.......... 4,283.9 5,660.6 4,635.1 5,481.6 5,225.0 4,234.4 3,695.5 3,781.7 3,898.2 4,010.2 4,413.4 49,319.7

1983.......... 4,486.0 6,169.2 4,685.3 5,473.2 5,285.3 4,239.2 3,676.6 3,645.6 3,815.6 4,078.4 4,195.0 49,749.4

1984.......... 4,500.6 6,171.5 4,785.7 5,372.7 5,352.0 4,278.2 3,619.9 3,563.8 3,816.0 4,013.9 4,282.5 49,756.8

1985.......... 4,241.5 5,772.2 4,767.0 5,308.7 5,516.2 4,208.7 3,603.9 3,478.0 3,741.2 3,967.5 4,270.9 48,875.6

1986.......... 4,182.4 5,482.8 4,734.1 5,244.0 5,220.1 4,569.7 3,728.9 3,375.7 3,692.9 3,910.4 4,440.3 48,581.3

1987.......... 4,285.0 5,333.5 4,623.4 5,342.9 5,201.4 4,575.3 3,808.9 3,448.1 3,602.1 3,907.0 4,525.7 48,653.1

1988.......... 4,233.3 5,159.2 4,693.7 5,369.9 5,198.0 4,622.6 3,819.2 3,446.0 3,492.8 3,845.8 4,565.3 48,445.9

1989.......... 3,892.5 4,931.7 4,531.5 5,439.3 5,126.2 4,691.7 3,852.0 3,414.8 3,389.1 3,855.9 4,468.6 47,593.4

1990.......... 3,632.5 4,903.3 4,266.0 5,380.4 5,119.8 4,821.5 3,759.4 3,388.8 3,335.3 3,753.6 4,580.3 46,940.9

1991.......... 3,689.6 5,056.8 4,044.3 5,271.9 5,047.7 4,477.8 4,063.7 3,486.2 3,223.9 3,680.9 4,735.9 46,778.6

1992.......... 3,932.8 5,353.8 3,906.8 4,997.3 5,047.6 4,430.9 3,949.7 3,505.5 3,271.5 3,553.6 4,806.4 46,756.0

1993.......... 4,151.2 5,370.9 3,874.7 4,879.4 4,946.8 4,436.2 3,985.5 3,464.2 3,267.0 3,459.3 4,692.6 46,527.7

1994.......... 4,206.5 5,308.7 3,945.8 4,656.3 4,974.1 4,398.4 4,035.2 3,468.4 3,245.0 3,399.9 4,829.4 46,467.7

1995.......... 4,229.6 5,087.2 4,102.0 4,497.9 4,904.1 4,415.1 4,178.8 3,382.5 3,222.3 3,339.9 4,799.0 46,158.6

1996.......... 4,236.2 5,125.4 4,092.6 4,404.4 4,852.7 4,415.5 3,893.0 3,689.6 3,305.4 3,276.6 4,842.5 46,133.9

1997.......... 4,349.1 5,114.7 4,118.1 4,320.9 4,718.0 4,512.4 3,940.8 3,614.3 3,347.7 3,347.1 4,669.8 46,053.0

1998.......... 4,389.2 5,141.6 3,995.7 4,274.3 4,658.8 4,484.1 3,995.5 3,673.1 3,316.4 3,382.7 4,491.0 45,802.4

1999.......... 4,257.1 5,180.6 3,929.8 4,285.6 4,470.6 4,519.6 3,964.0 3,745.4 3,332.3 3,350.1 4,415.3 45,450.3

2000.......... 4,258.4 5,243.3 3,885.1 4,402.5 4,370.0 4,434.2 3,916.8 3,762.5 3,302.3 3,296.6 4,371.6 45,243.2

2001.......... 4,306.3 5,514.1 4,063.5 4,426.0 4,364.8 4,421.7 3,882.4 3,544.5 3,468.0 3,365.2 7,670.9 49,027.2

2002.......... 4,673.2 6,052.7 4,187.4 4,568.2 4,439.3 4,357.6 3,968.6 3,582.7 3,385.3 3,367.2 7,586.4 50,168.6

2003.......... 4,820.4 6,251.1 4,301.2 4,520.0 4,355.8 4,333.1 4,043.7 3,587.6 3,583.2 3,490.5 7,312.7 50,599.3

2004.......... 4,874.3 6,286.0 4,348.4 4,411.5 4,306.9 4,289.6 4,063.4 3,564.8 3,663.5 3,586.1 7,080.1 50,474.7

2005.......... 4,892.1 6,339.1 4,418.2 4,316.5 4,324.0 4,263.8 4,118.8 3,593.0 3,710.5 3,661.1 6,924.2 50,561.2

2006.......... 4,955.9 6,433.4 4,478.6 4,280.6 4,354.5 4,221.7 4,129.9 3,629.2 3,700.5 3,807.8 6,795.0 50,787.0

2007.......... 5,096.2 6,527.9 4,537.2 4,286.9 4,342.8 4,203.1 4,115.8 3,669.8 3,631.4 3,968.9 6,691.7 51,071.7

2008.......... 5,175.0 6,644.6 4,596.4 4,344.6 4,314.1 4,171.3 4,093.7 3,716.8 3,585.4 4,093.5 6,600.7 51,336.1

2009.......... 5,119.7 6,772.1 4,669.3 4,410.0 4,262.8 4,175.0 4,089.9 3,738.9 3,584.3 4,223.5 6,512.5 51,557.9

2010.......... 5,028.6 6,845.1 4,755.5 4,495.3 4,208.3 4,223.9 4,072.7 3,746.8 3,628.3 4,342.3 6,436.8 51,783.7

2011.......... 4,976.6 6,840.5 4,865.0 4,555.4 4,178.4 4,256.7 4,056.8 3,724.5 3,687.0 4,406.5 6,393.0 51,940.6

2012.......... 4,953.0 6,750.5 4,990.1 4,591.2 4,202.2 4,261.6 4,046.9 3,682.4 3,761.8 4,395.8 6,367.6 52,003.0

2013.......... 4,916.2 6,650.3 5,115.8 4,594.5 4,244.9 4,250.2 4,040.4 3,644.8 3,815.2 4,419.3 6,336.7 52,028.5

2014.......... 4,852.0 6,551.1 5,178.2 4,536.0 4,309.9 4,194.4 4,068.3 3,627.7 3,837.9 4,499.9 6,303.7 51,959.1
Benefit Payments

100

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 2005 Trustees Report intermediate set of assumptions.

III.B36.—Disabled Children of Retired Workers With Benefits In Force

(By age, as of December 31, 1980-2014)

[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 ......... 2.9 15.5 22.5 25.8 25.7 20.4 14.3 9.4 5.2 2.3 1.2 145.1

1981 ......... 2.7 14.7 22.9 26.1 28.0 21.7 14.4 9.2 4.9 2.4 1.2 148.2

1982 ......... 2.5 15.5 24.0 27.0 28.1 22.8 14.9 9.3 5.4 2.4 1.2 153.0

1983 ......... 2.8 15.7 25.0 28.8 29.3 24.4 15.6 9.3 5.5 2.5 1.3 160.2

1984 ......... 2.9 16.3 26.1 30.4 30.8 25.4 15.9 9.5 5.5 2.6 1.3 166.7

1985 ......... 2.9 17.0 27.3 32.7 33.3 26.5 16.4 9.6 5.5 2.6 1.4 175.1

1986 ......... 2.9 17.7 28.8 35.1 35.0 28.5 17.5 9.7 5.5 2.6 1.4 184.6

1987 ......... 2.7 17.7 29.8 37.4 37.0 30.6 19.1 10.0 5.5 2.6 1.4 193.8

1988 ......... 2.5 17.0 30.3 39.0 39.8 32.2 20.7 10.5 5.5 2.7 1.4 201.5

1989 ......... 2.2 15.8 30.3 40.4 41.9 34.5 21.8 10.8 5.6 2.7 1.4 207.6

1990 ......... 2.1 14.9 30.1 41.8 44.6 37.5 22.5 11.4 5.7 2.8 1.5 214.8

1991 ......... 2.2 14.1 29.8 43.0 47.3 39.9 24.2 12.2 5.8 2.8 1.6 222.7

1992 ......... 2.4 13.8 29.2 44.1 50.1 42.0 26.5 13.5 5.9 2.8 1.6 231.9

1993 ......... 2.5 13.8 28.2 44.9 52.4 44.9 28.1 14.6 6.3 2.8 1.6 240.1

1994 ......... 2.2 13.5 26.7 45.1 55.0 47.5 30.2 15.4 6.6 2.8 1.6 246.6

1995 ......... 2.1 12.9 25.3 44.6 56.9 50.5 32.6 15.9 6.8 2.9 1.7 252.2

1996 ......... 2.0 12.4 24.0 43.3 57.8 53.2 34.8 17.1 7.3 2.9 1.7 256.4

1997 ......... 1.9 11.7 22.9 41.2 58.3 55.9 36.6 18.7 8.1 3.0 1.7 259.9

1998 ......... 1.8 11.2 21.8 39.2 58.5 58.2 38.9 19.9 8.9 3.1 1.6 263.1

1999 ......... 1.8 10.9 20.7 36.7 58.4 60.6 41.2 21.5 9.4 3.2 1.6 266.0

2000 ......... 2.1 10.6 19.8 35.1 57.8 63.0 43.5 23.2 9.6 3.3 1.6 269.6

2001 ......... 2.2 10.7 18.9 33.7 55.9 64.2 46.0 24.6 10.3 3.6 1.7 271.9

2002 ......... 2.3 11.1 18.4 32.9 53.8 65.8 49.3 26.8 11.9 4.3 1.9 278.4

2003 ......... 2.2 11.5 18.0 31.7 51.0 66.1 51.8 28.8 12.7 4.8 2.0 280.5

2004 ......... 2.0 11.8 18.1 30.5 48.1 66.2 54.2 30.5 14.0 5.2 2.0 282.6

2005 ......... 1.9 12.2 18.2 29.2 46.7 65.1 56.3 32.6 15.3 5.4 2.2 285.0

2006 ......... 2.0 12.3 18.6 28.2 45.7 63.4 57.5 34.7 16.5 5.9 2.4 287.1

2007 ......... 2.1 12.4 19.0 27.8 45.0 61.1 58.2 36.7 17.5 6.6 2.7 289.0

2008 ......... 2.1 12.5 19.4 27.8 44.1 58.9 58.5 38.6 18.8 7.1 2.9 290.8

2009 ......... 2.1 12.6 19.8 28.1 42.9 56.9 58.6 40.4 20.0 7.8 3.1 292.3

2010 ......... 2.1 12.7 20.2 28.4 41.7 56.1 57.8 41.8 21.3 8.5 3.2 293.8

2011 ......... 2.1 12.9 20.5 28.9 40.8 55.5 56.4 42.6 22.7 9.1 3.5 295.1

2012 ......... 2.1 12.9 20.8 29.4 40.6 54.9 54.7 43.1 24.0 9.7 4.0 296.2

2013 ......... 2.0 12.9 21.2 29.9 40.9 54.1 53.1 43.2 25.2 10.4 4.3 297.2

2014 ......... 2.0 12.7 21.5 30.1 41.4 53.0 51.7 43.4 26.3 11.1 4.7 298.0
OASI Numbers

101

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 2005 Trustees Report intermediate set of assumptions.

III.B37.—Disabled Children of Deceased Workers With Benefits In Force

(By age, as of December 31, 1980-2014)

[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.......... 6.6 30.8 34.2 33.4 31.8 28.4 27.5 27.4 23.6 15.7 18.9 278.4

1981.......... 5.7 29.5 35.7 35.2 33.8 30.2 28.4 27.7 25.7 17.8 21.4 291.1

1982.......... 5.8 30.0 36.9 35.6 35.7 31.9 29.3 28.9 26.0 19.2 23.1 302.6

1983.......... 6.3 29.8 38.0 37.0 37.2 34.0 30.7 29.2 27.1 20.9 25.1 315.4

1984.......... 6.5 31.0 38.9 39.0 38.9 36.4 31.8 30.1 27.9 22.7 27.3 330.5

1985.......... 6.7 32.0 39.9 41.3 40.7 38.1 33.0 30.8 29.1 23.6 30.1 345.2

1986.......... 6.7 32.9 41.3 43.3 42.3 40.3 35.0 31.6 29.8 24.3 33.0 360.4

1987.......... 6.3 33.0 41.8 45.3 43.8 42.7 37.1 32.7 30.3 25.5 35.9 374.4

1988.......... 5.9 32.3 42.1 46.9 45.6 44.5 39.4 34.0 30.4 26.5 38.7 386.4

1989.......... 5.5 30.9 43.2 48.5 48.0 46.8 41.9 35.1 31.2 27.1 41.5 399.8

1990.......... 5.5 29.8 43.3 49.8 50.6 48.9 43.8 36.4 31.7 28.1 44.3 412.2

1991.......... 5.5 29.2 42.9 51.3 52.9 50.5 46.4 38.4 32.5 28.6 47.0 425.1

1992.......... 6.2 29.7 42.8 52.1 55.5 52.3 49.1 40.7 33.5 28.8 49.9 440.6

1993.......... 6.5 30.5 42.5 52.8 57.9 54.8 51.2 43.4 35.0 28.9 52.6 456.0

1994.......... 6.4 30.9 41.3 54.0 59.8 57.5 53.8 45.9 35.9 29.7 54.9 470.0

1995.......... 6.3 31.1 40.4 54.0 61.7 60.7 56.5 47.8 37.3 30.2 57.5 483.5

1996.......... 6.0 30.8 39.9 53.3 63.5 63.5 58.4 50.6 39.4 30.7 59.7 495.8

1997.......... 5.6 30.4 39.3 52.3 64.0 66.6 60.5 53.6 41.8 31.6 61.4 507.1

1998.......... 5.4 30.0 39.0 50.8 64.3 69.4 63.5 55.7 44.4 32.9 62.5 518.0

1999.......... 5.6 29.3 38.5 48.7 65.1 71.5 66.5 58.6 46.5 33.8 64.2 528.3

2000.......... 5.9 28.9 37.2 47.0 64.4 73.3 70.0 61.4 48.4 35.0 65.7 537.2

2001.......... 6.1 29.3 36.2 46.0 63.0 75.1 73.2 63.6 51.0 36.8 66.9 547.3

2002.......... 6.3 29.8 35.8 44.7 61.0 74.7 75.6 65.1 53.4 38.7 68.2 553.3

2003.......... 6.4 30.2 35.6 43.9 59.1 75.0 78.4 67.9 55.4 40.9 69.7 562.4

2004.......... 5.7 31.2 35.7 43.1 56.5 75.8 80.7 71.1 58.0 42.8 71.1 571.7

2005.......... 5.5 31.7 36.3 42.0 54.9 75.0 82.8 74.4 60.6 44.3 73.1 580.6

2006.......... 5.9 31.7 36.9 41.2 53.8 73.4 84.2 77.6 62.4 46.5 75.5 589.1

2007.......... 6.0 31.8 37.7 41.0 52.8 71.7 84.5 80.6 64.3 49.0 78.3 597.5

2008.......... 6.1 32.1 38.3 41.2 52.0 69.8 84.3 83.2 66.8 50.7 81.3 605.8

2009.......... 6.1 32.4 39.1 41.3 51.1 67.3 85.0 85.2 69.4 52.9 83.9 613.8

2010.......... 6.0 32.6 39.7 42.0 49.9 66.0 84.2 87.2 72.4 55.1 86.4 621.5

2011.......... 6.0 33.0 40.1 42.7 49.1 65.1 82.6 88.5 75.3 56.6 89.9 628.9

2012.......... 5.9 33.2 40.4 43.5 49.0 64.2 81.0 88.6 78.0 58.2 93.9 635.9

2013.......... 5.9 33.1 41.0 44.0 49.3 63.4 79.2 88.4 80.5 60.3 97.4 642.5

2014.......... 5.8 32.7 41.5 44.8 49.6 62.4 77.0 89.0 82.3 62.7 101.0 648.7
Benefit Payments

102

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 2005 Trustees Report intermediate set of assumptions.

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

(By age, calendar years 1980-2014)

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 ......... 0.091 0.063 0.076 0.059 0.053 0.031 0.009 0.002 0.001 0.000 0.000 0.036

1981 ......... .077 .060 .074 .056 .047 .029 .008 .003 .002 .001 .000 .034

1982 ......... .070 .052 .072 .058 .047 .030 .008 .002 .001 .000 .000 .032

1983 ......... .072 .053 .083 .071 .054 .036 .010 .002 .001 .000 .000 .037

1984 ......... .066 .058 .087 .078 .058 .034 .009 .002 .001 .000 .000 .039

1985 ......... .066 .060 .091 .085 .064 .036 .009 .002 .001 .000 .000 .042

1986 ......... .064 .067 .097 .090 .069 .034 .010 .002 .001 .000 .000 .043

1987 ......... .057 .062 .099 .093 .074 .040 .011 .003 .001 .000 .000 .044

1988 ......... .053 .057 .097 .093 .080 .044 .013 .004 .001 .000 .000 .044

1989 ......... .053 .054 .092 .089 .078 .044 .012 .004 .002 .001 .000 .043

1990 ......... .052 .055 .099 .098 .086 .049 .012 .003 .001 .001 .000 .046

1991 ......... .054 .054 .108 .104 .095 .058 .013 .004 .001 .001 .001 .048

1992 ......... .052 .055 .118 .116 .106 .064 .017 .004 .002 .001 .000 .052

1993 ......... .048 .053 .109 .120 .111 .060 .016 .005 .002 .001 .000 .051

1994 ......... .044 .047 .098 .118 .111 .064 .016 .004 .002 .001 .001 .049

1995 ......... .043 .043 .086 .120 .113 .067 .017 .004 .002 .001 .001 .048

1996 ......... .041 .039 .079 .112 .111 .066 .018 .003 .002 .001 .000 .045

1997 ......... .038 .035 .073 .101 .114 .073 .019 .005 .002 .001 .000 .044

1998 ......... .037 .036 .072 .106 .117 .076 .020 .005 .002 .001 .000 .045

1999 ......... .039 .038 .075 .101 .127 .079 .022 .005 .002 .001 .000 .047

2000 ......... .043 .039 .082 .105 .146 .094 .024 .005 .002 .001 .000 .051

2001 ......... .044 .037 .071 .096 .130 .092 .027 .006 .002 .001 .000 .046

2002 ......... .044 .039 .072 .101 .133 .109 .030 .007 .002 .001 .000 .048

2003 ......... .041 .037 .067 .099 .122 .103 .031 .008 .003 .001 .000 .045

2004 ......... .039 .037 .068 .099 .127 .108 .034 .010 .004 .001 .000 .046

2005 ......... .040 .037 .068 .099 .126 .108 .032 .009 .003 .001 .000 .046

2006 ......... .040 .037 .068 .099 .126 .108 .032 .009 .003 .001 .000 .046

2007 ......... .040 .037 .068 .099 .126 .107 .032 .009 .003 .001 .000 .046

2008 ......... .040 .037 .068 .099 .126 .107 .032 .009 .003 .001 .000 .046

2009 ......... .040 .037 .068 .099 .126 .108 .032 .009 .003 .001 .000 .046

2010 ......... .040 .037 .068 .099 .126 .108 .032 .009 .003 .001 .000 .046

2011 ......... .040 .037 .068 .099 .126 .108 .032 .009 .003 .001 .000 .046

2012 ......... .040 .037 .068 .099 .126 .108 .032 .009 .003 .001 .000 .046

2013 ......... .040 .037 .068 .099 .126 .107 .032 .009 .003 .001 .000 .046

2014 ......... .040 .037 .068 .099 .126 .107 .032 .009 .003 .001 .000 .046
OASI Numbers

103

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to population.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B39.—Awards to Disabled Children of Retired Workers 

(By age, calendar years 1980-2014)

[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.......... 2.7 3.4 3.7 3.5 2.7 1.3 0.3 0.1 1/ 1/ 1/ 17.9

1981.......... 2.4 3.2 3.4 3.2 2.5 1.2 .3 .1 0.1 1/ 1/ 16.6

1982.......... 2.3 3.0 3.3 3.2 2.5 1.3 .3 .1 1/ 1/ 1/ 15.9

1983.......... 2.5 3.3 3.8 3.8 2.9 1.6 .4 .1 1/ 1/ 1/ 18.5

1984.......... 2.3 3.8 4.1 4.1 3.1 1.5 .3 .1 1/ 1/ 1/ 19.4

1985.......... 2.3 3.9 4.3 4.5 3.5 1.5 .3 .1 1/ 1/ 1/ 20.5

1986.......... 2.1 4.0 4.5 4.7 3.6 1.5 .4 .1 1/ 1/ 1/ 21.0

1987.......... 1.9 3.6 4.5 4.9 3.9 1.9 .4 .1 1/ 1/ 1/ 21.2

1988.......... 1.8 3.2 4.5 4.9 4.2 2.1 .5 .1 1/ 1/ 1/ 21.3

1989.......... 1.7 2.9 4.1 4.8 4.0 2.1 .5 .1 .1 1/ 1/ 20.3

1990.......... 1.5 3.0 4.2 5.2 4.4 2.4 .5 .1 1/ 1/ 1/ 21.4

1991.......... 1.6 2.9 4.4 5.5 4.8 2.6 .5 .1 1/ 1/ 1/ 22.5

1992.......... 1.6 3.1 4.5 5.8 5.4 2.9 .7 .2 .1 1/ 1/ 24.2

1993.......... 1.6 3.0 4.2 5.8 5.5 2.7 .7 .2 .1 1/ 1/ 23.8

1994.......... 1.5 2.7 3.9 5.4 5.5 2.8 .6 .1 .1 1/ 1/ 22.7

1995.......... 1.4 2.4 3.5 5.3 5.5 3.0 .7 .1 .1 1/ 1/ 22.2

1996.......... 1.4 2.2 3.2 4.8 5.3 2.9 .7 .1 .1 1/ 1/ 20.8

1997.......... 1.3 2.0 3.0 4.3 5.4 3.3 .7 .2 .1 1/ 1/ 20.2

1998.......... 1.3 2.0 2.9 4.5 5.4 3.4 .8 .2 .1 1/ 1/ 20.5

1999.......... 1.3 2.2 2.9 4.3 5.7 3.5 .9 .2 .1 1/ 1/ 21.1

2000.......... 1.4 2.2 3.1 4.6 6.3 4.2 1.0 .2 .1 1/ 1/ 23.1

2001.......... 1.5 2.2 2.8 4.2 5.6 4.1 1.1 .2 .1 1/ 1/ 21.7

2002.......... 1.6 2.5 2.9 4.5 5.8 4.7 1.2 .3 .1 1/ 1/ 23.6

2003.......... 1.5 2.4 2.8 4.5 5.3 4.4 1.3 .3 .1 1/ 1/ 22.7

2004.......... 1.5 2.5 3.0 4.3 5.5 4.6 1.4 .3 .1 1/ 1/ 23.3

2005.......... 1.6 2.5 3.0 4.3 5.4 4.5 1.3 .3 .1 1/ 1/ 23.1

2006.......... 1.6 2.6 3.1 4.2 5.5 4.5 1.3 .3 .1 1/ 1/ 23.1

2007.......... 1.6 2.6 3.1 4.2 5.5 4.5 1.3 .3 .1 1/ 1/ 23.2

2008.......... 1.6 2.7 3.1 4.3 5.4 4.4 1.3 .3 .1 1/ 1/ 23.3

2009.......... 1.6 2.7 3.2 4.3 5.4 4.5 1.3 .3 .1 1/ 1/ 23.4

2010.......... 1.6 2.7 3.2 4.4 5.3 4.5 1.3 .3 .1 1/ 1/ 23.6

2011.......... 1.6 2.7 3.3 4.5 5.2 4.6 1.3 .3 .1 1/ 1/ 23.7

2012.......... 1.6 2.7 3.4 4.5 5.3 4.5 1.3 .3 .1 1/ 1/ 23.8

2013.......... 1.6 2.7 3.5 4.5 5.3 4.5 1.3 .3 .1 1/ 1/ 23.8

2014.......... 1.6 2.6 3.5 4.5 5.4 4.4 1.3 .3 .1 1/ 1/ 23.8

1 Fewer than 50.
Benefit Payments

104

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 2005 Trustees Report intermediate set of assumptions.

III.B40.—Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population

(By age, calendar years 1980-2014)

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 ......... 0.254 0.078 0.057 0.042 0.044 0.035 0.024 0.018 0.014 0.007 0.004 0.048

1981 ......... .230 .078 .061 .047 .027 .025 .026 .021 .021 .007 .005 .046

1982 ......... .204 .052 .045 .041 .045 .032 .023 .019 .011 .011 .008 .042

1983 ......... .204 .064 .059 .043 .042 .029 .021 .021 .013 .008 .005 .045

1984 ......... .187 .074 .064 .052 .044 .035 .033 .022 .015 .008 .006 .049

1985 ......... .186 .077 .069 .049 .035 .035 .029 .023 .016 .010 .005 .048

1986 ......... .180 .085 .075 .050 .038 .030 .029 .024 .016 .010 .006 .049

1987 ......... .166 .077 .071 .050 .038 .034 .030 .023 .015 .009 .006 .047

1988 ......... .165 .073 .071 .053 .043 .037 .031 .023 .016 .009 .005 .047

1989 ......... .167 .069 .070 .052 .045 .037 .033 .026 .017 .009 .006 .047

1990 ......... .164 .071 .074 .057 .047 .039 .034 .025 .017 .010 .006 .048

1991 ......... .160 .075 .080 .058 .051 .043 .035 .027 .019 .010 .006 .050

1992 ......... .158 .090 .090 .066 .057 .048 .038 .028 .019 .011 .006 .055

1993 ......... .147 .085 .091 .072 .060 .048 .040 .030 .019 .011 .006 .056

1994 ......... .141 .075 .079 .073 .061 .052 .041 .032 .021 .013 .006 .054

1995 ......... .142 .071 .070 .072 .062 .054 .042 .034 .022 .012 .006 .054

1996 ......... .140 .066 .065 .068 .063 .056 .044 .032 .021 .012 .006 .052

1997 ......... .138 .064 .061 .063 .062 .056 .046 .036 .022 .012 .006 .051

1998 ......... .133 .064 .062 .062 .065 .062 .050 .037 .025 .013 .007 .053

1999 ......... .140 .067 .065 .064 .072 .064 .054 .038 .026 .013 .007 .056

2000 ......... .145 .068 .066 .064 .076 .070 .060 .041 .028 .014 .007 .058

2001 ......... .149 .069 .060 .061 .074 .072 .063 .048 .027 .014 .005 .056

2002 ......... .143 .070 .064 .063 .071 .072 .054 .035 .022 .011 .003 .053

2003 ......... .134 .066 .063 .063 .076 .081 .067 .049 .030 .016 .004 .056

2004 ......... .131 .066 .063 .068 .080 .087 .075 .057 .031 .017 .005 .059

2005 ......... .134 .067 .063 .065 .077 .083 .069 .051 .029 .016 .004 .057

2006 ......... .134 .067 .063 .065 .077 .083 .069 .051 .029 .016 .004 .057

2007 ......... .134 .067 .063 .065 .077 .083 .069 .051 .029 .016 .004 .058

2008 ......... .134 .067 .063 .065 .077 .083 .069 .051 .029 .016 .005 .058

2009 ......... .133 .067 .063 .065 .077 .083 .069 .051 .030 .016 .005 .058

2010 ......... .133 .067 .063 .065 .077 .083 .069 .051 .030 .015 .005 .058

2011 ......... .134 .067 .063 .065 .077 .083 .069 .051 .030 .015 .005 .058

2012 ......... .134 .067 .063 .065 .077 .083 .069 .051 .030 .015 .005 .058

2013 ......... .134 .067 .063 .065 .077 .083 .069 .051 .030 .015 .005 .058

2014 ......... .133 .067 .063 .065 .077 .083 .069 .051 .030 .015 .005 .058
OASI Numbers

105

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying award rates to population.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B41.—Awards to Disabled Children of Deceased Workers

(By age, calendar years 1980-2014)

[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.......... 7.7 4.2 2.8 2.5 2.2 1.5 0.9 0.7 0.6 0.3 0.2 23.6

1981.......... 7.2 4.2 2.8 2.6 1.5 1.1 1.0 .8 .9 .3 .2 22.5

1982.......... 6.8 3.0 2.1 2.3 2.4 1.4 .9 .7 .4 .4 .4 20.7

1983.......... 7.2 4.0 2.7 2.3 2.2 1.2 .8 .8 .5 .3 .2 22.2

1984.......... 6.6 4.9 3.0 2.8 2.4 1.5 1.2 .8 .6 .3 .3 24.3

1985.......... 6.4 4.9 3.3 2.6 1.9 1.5 1.0 .8 .6 .4 .2 23.7

1986.......... 6.0 5.1 3.5 2.6 2.0 1.4 1.1 .8 .6 .4 .3 23.7

1987.......... 5.6 4.4 3.2 2.6 2.0 1.6 1.1 .8 .5 .4 .3 22.5

1988.......... 5.6 4.1 3.3 2.8 2.3 1.7 1.2 .8 .5 .4 .2 22.8

1989.......... 5.4 3.8 3.1 2.8 2.3 1.8 1.3 .9 .6 .4 .3 22.5

1990.......... 4.8 3.8 3.2 3.0 2.4 1.9 1.3 .9 .6 .4 .3 22.4

1991.......... 4.7 4.0 3.2 3.0 2.6 2.0 1.4 .9 .6 .4 .3 23.0

1992.......... 4.8 5.0 3.5 3.3 2.9 2.1 1.5 1.0 .6 .4 .3 25.4

1993.......... 4.8 4.9 3.5 3.5 3.0 2.1 1.6 1.1 .6 .4 .3 25.7

1994.......... 4.7 4.3 3.1 3.3 3.0 2.3 1.7 1.1 .7 .4 .3 24.9

1995.......... 4.8 4.0 2.9 3.2 3.0 2.4 1.8 1.1 .7 .4 .3 24.5

1996.......... 4.7 3.7 2.6 2.9 3.0 2.5 1.7 1.2 .7 .4 .3 23.6

1997.......... 4.7 3.6 2.5 2.7 2.9 2.5 1.8 1.3 .7 .4 .3 23.4

1998.......... 4.7 3.6 2.4 2.6 3.0 2.8 2.0 1.3 .8 .4 .3 24.1

1999.......... 4.8 3.8 2.5 2.7 3.2 2.9 2.1 1.4 .9 .4 .3 25.0

2000.......... 4.9 3.9 2.5 2.8 3.3 3.1 2.3 1.6 .9 .5 .3 26.0

2001.......... 5.1 4.0 2.4 2.7 3.2 3.1 2.4 1.7 .9 .5 .3 26.2

2002.......... 5.1 4.4 2.6 2.8 3.1 3.1 2.1 1.2 .7 .4 .2 25.8

2003.......... 5.1 4.4 2.7 2.8 3.3 3.5 2.7 1.7 1.1 .5 .3 28.1

2004.......... 5.0 4.5 2.7 3.0 3.4 3.7 3.0 2.0 1.1 .6 .4 29.4

2005.......... 5.1 4.6 2.8 2.8 3.3 3.5 2.8 1.8 1.1 .6 .3 28.6

2006.......... 5.2 4.6 2.8 2.8 3.3 3.5 2.8 1.8 1.1 .6 .3 28.8

2007.......... 5.3 4.7 2.9 2.8 3.3 3.4 2.8 1.9 1.0 .6 .3 29.0

2008.......... 5.4 4.8 2.9 2.8 3.3 3.4 2.8 1.9 1.0 .6 .3 29.2

2009.......... 5.4 4.9 2.9 2.9 3.3 3.4 2.8 1.9 1.0 .6 .3 29.4

2010.......... 5.3 4.9 3.0 2.9 3.2 3.5 2.8 1.9 1.0 .6 .3 29.5

2011.......... 5.3 4.9 3.1 3.0 3.2 3.5 2.8 1.9 1.1 .7 .3 29.5

2012.......... 5.2 4.9 3.1 3.0 3.2 3.5 2.7 1.9 1.1 .6 .3 29.6

2013.......... 5.2 4.8 3.2 3.0 3.2 3.5 2.7 1.8 1.1 .7 .4 29.6

2014.......... 5.1 4.7 3.3 3.0 3.3 3.4 2.8 1.8 1.1 .7 .4 29.5
Benefit Payments

106

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B42.—Disabled Children of Retired Workers With Benefits Withheld

(By age, as of December 31, 1980-2014)

[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 ......... 1/ 0.6 1.5 1.5 1.1 0.5 1/ 1/ 1/ 1/ 1/ 4.5

1981 ......... 1/ .6 1.5 1.5 1.2 .5 1/ 1/ 1/ 1/ 1/ 4.6

1982 ......... 0.1 1.0 2.1 2.2 1.8 1.1 0.3 1/ 1/ 1/ 1/ 8.5

1983 ......... .1 1.3 2.6 2.8 2.4 1.6 .6 0.2 0.1 1/ 1/ 11.7

1984 ......... .1 1.5 3.0 3.3 2.9 1.9 .8 .3 .1 0.1 1/ 14.0

1985 ......... .2 1.8 3.7 4.2 3.9 2.5 1.1 .4 .2 .1 1/ 18.1

1986 ......... .2 2.0 4.4 5.4 5.0 3.4 1.5 .6 .3 .1 1/ 22.8

1987 ......... .2 2.2 5.2 6.7 6.2 4.4 2.1 .7 .3 .1 0.1 28.2

1988 ......... .2 2.2 5.6 7.6 7.5 5.3 2.8 .9 .4 .1 .1 32.7

1989 ......... .2 2.2 5.9 8.5 8.7 6.6 3.5 1.2 .5 .2 .1 37.5

1990 ......... .1 2.1 5.9 9.2 9.9 7.9 4.0 1.5 .6 .2 .1 41.6

1991 ......... .1 1.9 6.0 9.8 11.1 9.1 4.8 1.9 .7 .3 .1 45.8

1992 ......... .2 1.9 5.9 10.3 12.4 10.3 5.8 2.4 .8 .3 .1 50.5

1993 ......... .2 1.9 5.7 10.8 13.5 11.8 6.7 3.1 1.0 .4 .2 55.3

1994 ......... .1 1.8 5.5 11.0 14.5 13.0 7.9 3.6 1.2 .5 .2 59.3

1995 ......... .1 1.7 5.3 11.0 15.4 14.5 9.2 4.0 1.4 .5 .3 63.4

1996 ......... .1 1.7 5.0 10.8 16.0 15.7 10.4 4.6 1.7 .6 .3 66.8

1997 ......... .1 1.6 4.7 10.3 16.3 17.0 11.5 5.4 2.1 .7 .4 70.3

1998 ......... .1 1.5 4.5 9.9 16.8 18.1 12.7 6.1 2.5 .8 .4 73.5

1999 ......... .1 1.5 4.3 9.3 16.8 19.1 13.9 7.1 2.9 .9 .4 76.3

2000 ......... .1 1.4 3.9 8.7 16.4 19.9 15.0 8.0 3.2 1.0 .5 78.1

2001 ......... .1 1.4 3.8 8.3 15.9 20.5 16.1 8.9 3.6 1.2 .5 80.1

2002 ......... .2 1.5 3.6 8.2 15.6 21.7 18.0 10.4 4.7 1.7 .7 86.3

2003 ......... .2 1.5 3.5 8.0 14.9 22.1 19.1 11.5 5.2 2.1 .8 88.8

2004 ......... .2 1.6 3.6 7.6 14.1 22.2 20.2 12.5 6.0 2.3 .9 91.3

2005 ......... .2 1.7 3.6 7.3 13.7 21.9 21.0 13.3 6.5 2.4 1.0 92.6

2006 ......... .2 1.7 3.7 7.1 13.4 21.3 21.5 14.2 7.1 2.7 1.1 93.7

2007 ......... .2 1.7 3.7 6.9 13.2 20.6 21.7 15.0 7.5 3.0 1.2 94.8

2008 ......... .2 1.7 3.8 6.9 12.9 19.8 21.8 15.8 8.1 3.2 1.3 95.7

2009 ......... .2 1.7 3.9 7.0 12.6 19.1 21.9 16.5 8.6 3.5 1.4 96.5

2010 ......... .2 1.7 4.0 7.1 12.2 18.8 21.6 17.1 9.2 3.9 1.5 97.2

2011 ......... .2 1.8 4.0 7.2 12.0 18.6 21.1 17.5 9.7 4.1 1.6 97.8

2012 ......... .2 1.8 4.1 7.3 11.9 18.5 20.5 17.6 10.3 4.4 1.8 98.4

2013 ......... .2 1.8 4.2 7.4 12.0 18.2 19.9 17.7 10.8 4.7 2.0 98.8

2014 ......... .2 1.7 4.2 7.5 12.1 17.8 19.3 17.8 11.3 5.0 2.1 99.2

1 Fewer than 50.
OASI Numbers

107

Sources: 

• Historical figures computed by dividing number withheld by number in force.

• Future figures projected based on historical trends.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B43.—Disabled Children of Retired Workers With Benefits Withheld, 

as a Percentage of Disabled Children In Force

(By age, as of December 31, 1980-2014)

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.......... 1/ 3.926 6.460 5.744 4.198 2.314 1/ 1/ 1/ 1/ 1/ 3.126

1981.......... 1/ 3.852 6.392 5.683 4.126 2.246 1/ 1/ 1/ 1/ 1/ 3.093

1982.......... 2.102 6.290 8.767 8.066 6.559 4.727 2.058 0.484 1/ 1/ 1/ 5.556

1983.......... 3.879 8.030 10.445 9.762 8.284 6.480 3.856 2.334 1.103 0.998 0.555 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.......... 8.462 13.598 19.705 25.048 29.350 33.547 37.307 40.895 42.883 45.359 45.969 32.301

2005.......... 8.097 13.641 19.703 25.009 29.319 33.578 37.325 40.905 42.876 45.418 45.468 32.482

2006.......... 8.165 13.686 19.688 24.982 29.321 33.616 37.343 40.908 42.913 45.390 45.653 32.649

2007.......... 8.160 13.708 19.686 24.951 29.343 33.651 37.355 40.907 42.886 45.343 45.503 32.791

2008.......... 8.191 13.708 19.683 24.936 29.370 33.657 37.365 40.911 42.899 45.324 45.560 32.908

2009.......... 8.210 13.670 19.674 24.906 29.369 33.610 37.362 40.916 42.893 45.328 45.419 33.001

2010.......... 8.203 13.657 19.680 24.891 29.348 33.569 37.374 40.928 42.896 45.409 45.320 33.081

2011.......... 8.191 13.675 19.696 24.901 29.335 33.568 37.399 40.941 42.898 45.369 45.685 33.149

2012.......... 8.194 13.708 19.700 24.908 29.322 33.598 37.419 40.947 42.898 45.376 45.635 33.203

2013.......... 8.195 13.729 19.708 24.915 29.316 33.635 37.419 40.954 42.900 45.365 45.506 33.244

2014.......... 8.205 13.722 19.704 24.899 29.299 33.637 37.386 40.953 42.900 45.373 45.557 33.279

1 In force counts are too small to yield meaningful withheld rates.
Benefit Payments

108

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B44.—Disabled Children of Retired Workers With Benefits In Current-Payment Status

(By age, as of December 31, 1980-2014)

[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 ......... 2.9 14.9 21.1 24.3 24.6 19.9 14.3 9.5 5.4 2.4 1.2 140.5

1981 ......... 2.7 14.2 21.5 24.6 26.8 21.2 14.4 9.3 5.0 2.5 1.3 143.6

1982 ......... 2.5 14.5 21.9 24.8 26.2 21.7 14.6 9.2 5.4 2.4 1.2 144.5

1983 ......... 2.7 14.4 22.4 26.0 26.9 22.8 15.0 9.1 5.5 2.5 1.3 148.5

1984 ......... 2.8 14.8 23.1 27.1 27.9 23.5 15.1 9.1 5.4 2.5 1.3 152.7

1985 ......... 2.7 15.2 23.6 28.4 29.4 24.0 15.4 9.2 5.3 2.5 1.3 157.0

1986 ......... 2.7 15.7 24.3 29.7 30.0 25.1 16.0 9.1 5.2 2.5 1.4 161.8

1987 ......... 2.5 15.5 24.6 30.7 30.8 26.2 17.0 9.3 5.1 2.5 1.4 165.7

1988 ......... 2.3 14.8 24.7 31.4 32.3 26.8 17.9 9.6 5.0 2.5 1.4 168.8

1989 ......... 2.0 13.7 24.4 31.9 33.2 28.0 18.3 9.7 5.1 2.5 1.4 170.1

1990 ......... 1.9 12.8 24.1 32.6 34.7 29.6 18.5 9.9 5.1 2.5 1.4 173.2

1991 ......... 2.0 12.1 23.8 33.2 36.2 30.8 19.4 10.3 5.1 2.5 1.4 176.8

1992 ......... 2.2 11.9 23.2 33.8 37.8 31.7 20.7 11.0 5.2 2.5 1.4 181.4

1993 ......... 2.3 11.9 22.5 34.1 39.0 33.2 21.4 11.5 5.3 2.4 1.4 184.9

1994 ......... 2.1 11.6 21.2 34.1 40.5 34.5 22.3 11.9 5.4 2.3 1.4 187.3

1995 ......... 1.9 11.2 20.0 33.6 41.4 36.0 23.5 12.0 5.4 2.4 1.4 188.8

1996 ......... 1.8 10.7 19.1 32.6 41.8 37.5 24.4 12.5 5.6 2.3 1.3 189.6

1997 ......... 1.7 10.1 18.1 30.9 41.9 38.9 25.1 13.3 6.0 2.3 1.3 189.6

1998 ......... 1.6 9.7 17.3 29.3 41.7 40.0 26.2 13.7 6.3 2.3 1.3 189.6

1999 ......... 1.7 9.4 16.4 27.4 41.6 41.5 27.3 14.4 6.5 2.3 1.2 189.7

2000 ......... 1.9 9.2 15.9 26.4 41.4 43.1 28.6 15.2 6.4 2.3 1.2 191.5

2001 ......... 2.0 9.3 15.2 25.4 40.0 43.7 30.0 15.8 6.7 2.4 1.2 191.7

2002 ......... 2.1 9.6 14.8 24.6 38.2 44.1 31.3 16.4 7.2 2.6 1.2 192.1

2003 ......... 2.1 10.0 14.5 23.7 36.1 44.0 32.7 17.3 7.4 2.7 1.1 191.7

2004 ......... 1.8 10.2 14.5 22.8 34.0 44.0 34.0 18.0 8.0 2.8 1.1 191.3

2005 ......... 1.8 10.6 14.6 21.9 33.0 43.3 35.3 19.3 8.7 2.9 1.2 192.4

2006 ......... 1.9 10.6 14.9 21.2 32.3 42.1 36.0 20.5 9.4 3.2 1.3 193.4

2007 ......... 1.9 10.7 15.3 20.9 31.8 40.5 36.5 21.7 10.0 3.6 1.4 194.3

2008 ......... 2.0 10.7 15.6 20.9 31.1 39.1 36.6 22.8 10.8 3.9 1.6 195.1

2009 ......... 1.9 10.9 15.9 21.1 30.3 37.8 36.7 23.9 11.4 4.3 1.7 195.9

2010 ......... 1.9 11.0 16.2 21.3 29.4 37.2 36.2 24.7 12.2 4.6 1.8 196.6

2011 ......... 1.9 11.1 16.5 21.7 28.8 36.9 35.3 25.2 13.0 5.0 1.9 197.3

2012 ......... 1.9 11.2 16.7 22.1 28.7 36.5 34.2 25.5 13.7 5.3 2.2 197.9

2013 ......... 1.9 11.1 17.0 22.4 28.9 35.9 33.2 25.5 14.4 5.7 2.4 198.4

2014 ......... 1.9 11.0 17.3 22.6 29.3 35.2 32.4 25.6 15.0 6.1 2.6 198.8
OASI Numbers

109

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B45.—Disabled Children of Deceased Workers With Benefits Withheld

(By age, as of December 31, 1980-2014)

[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.......... 1/ 0.5 0.9 0.5 0.4 0.2 1/ 1/ 1/ 1/ 1/ 1.7

1981.......... 1/ .8 1.3 .9 .7 .5 0.2 1/ 1/ 1/ 1/ 4.4

1982.......... 1/ .8 1.3 .9 .8 .5 .2 0.1 1/ 1/ 1/ 4.7

1983.......... 0.1 .9 1.5 1.1 .9 .6 .3 .2 0.1 0.1 1/ 5.7

1984.......... .1 1.1 1.7 1.4 1.2 .9 .5 .4 .3 .2 0.2 8.0

1985.......... .1 1.3 1.9 1.7 1.4 1.1 .7 .5 .4 .2 .2 9.4

1986.......... .1 1.5 2.3 2.1 1.8 1.4 .9 .6 .5 .3 .3 11.8

1987.......... .2 1.6 2.6 2.7 2.2 1.8 1.2 .7 .5 .4 .4 14.2

1988.......... .2 1.8 2.9 3.2 2.6 2.1 1.5 .9 .6 .4 .4 16.7

1989.......... .2 1.9 3.3 3.6 3.2 2.6 1.9 1.1 .8 .5 .5 19.6

1990.......... .2 1.8 3.5 4.1 3.7 3.0 2.2 1.3 .9 .7 .7 22.1

1991.......... .1 1.8 3.6 4.5 4.2 3.5 2.6 1.6 1.0 .7 .8 24.6

1992.......... .2 1.8 3.6 4.7 4.8 3.9 3.1 2.0 1.2 .8 .9 27.0

1993.......... .2 1.9 3.6 4.9 5.4 4.5 3.6 2.4 1.4 .9 1.1 29.9

1994.......... .2 1.9 3.6 5.2 5.9 5.2 4.1 2.8 1.6 1.1 1.3 33.0

1995.......... .2 2.1 3.7 5.5 6.6 6.0 4.8 3.3 1.9 1.3 1.5 36.9

1996.......... .3 2.3 4.0 5.8 7.2 6.8 5.4 3.8 2.4 1.5 1.8 41.2

1997.......... .2 2.3 4.0 5.8 7.6 7.7 6.1 4.6 2.9 1.6 2.1 45.0

1998.......... .2 2.4 4.1 6.0 8.0 8.6 7.0 5.2 3.4 1.9 2.4 49.2

1999.......... .2 2.4 4.3 5.9 8.4 9.3 8.0 5.9 3.9 2.2 2.7 53.4

2000.......... .2 2.4 4.1 5.7 8.4 10.0 8.9 6.8 4.5 2.6 3.2 56.8

2001.......... .2 2.3 4.1 5.8 8.3 10.6 9.8 7.6 5.1 3.0 3.6 60.4

2002.......... .2 2.3 4.1 5.6 7.9 10.2 9.9 7.6 5.4 3.3 3.9 60.3

2003.......... .2 2.3 4.1 5.4 7.8 10.4 10.8 8.5 6.0 3.8 4.4 63.7

2004.......... .2 2.6 4.2 5.5 7.8 10.9 11.7 9.6 6.8 4.3 5.0 68.5

2005.......... .2 2.6 4.3 5.3 7.6 10.7 12.0 10.0 7.1 4.5 5.1 69.4

2006.......... .2 2.7 4.3 5.2 7.4 10.5 12.2 10.4 7.3 4.7 5.3 70.3

2007.......... .3 2.7 4.4 5.2 7.3 10.3 12.2 10.8 7.5 4.9 5.5 71.1

2008.......... .3 2.7 4.5 5.2 7.2 10.0 12.2 11.2 7.8 5.1 5.7 71.9

2009.......... .3 2.7 4.6 5.2 7.0 9.6 12.3 11.5 8.1 5.3 5.9 72.6

2010.......... .3 2.7 4.7 5.3 6.9 9.5 12.2 11.7 8.4 5.6 6.1 73.3

2011.......... .2 2.8 4.7 5.4 6.8 9.3 11.9 11.9 8.8 5.7 6.3 73.9

2012.......... .2 2.8 4.8 5.5 6.8 9.2 11.7 11.9 9.1 5.9 6.6 74.5

2013.......... .2 2.8 4.8 5.6 6.8 9.1 11.4 11.9 9.4 6.1 6.9 75.0

2014.......... .2 2.8 4.9 5.7 6.8 8.9 11.1 12.0 9.6 6.3 7.1 75.5

1 Fewer than 50.
Benefit Payments

110

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 2005 Trustees Report intermediate set of assumptions.

III.B46.—Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of Disabled Children In Force

(By age, as of December 31, 1980-2014)

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 ......... 1/ 1.707 2.610 1.642 1.118 0.577 1/ 1/ 1/ 1/ 1/ 0.597

1981 ......... 0.595 2.637 3.540 2.580 2.051 1.511 0.687 0.419 0.109 1/ 1/ 1.513

1982 ......... .650 2.697 3.586 2.636 2.115 1.574 .746 .484 .169 0.016 1/ 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 8.364 11.763 12.739 13.792 14.310 14.457 13.463 11.676 10.098 6.964 11.976

2005 ......... 4.147 8.360 11.755 12.731 13.795 14.316 14.456 13.459 11.652 10.085 6.961 11.954

2006 ......... 4.156 8.416 11.755 12.728 13.798 14.315 14.454 13.459 11.646 10.084 6.973 11.927

2007 ......... 4.155 8.421 11.750 12.727 13.796 14.317 14.451 13.461 11.662 10.093 6.991 11.895

2008 ......... 4.160 8.409 11.753 12.720 13.792 14.330 14.450 13.456 11.665 10.100 7.009 11.861

2009 ......... 4.163 8.388 11.755 12.714 13.792 14.324 14.451 13.452 11.670 10.098 7.021 11.827

2010 ......... 4.162 8.367 11.751 12.713 13.796 14.318 14.450 13.450 11.666 10.083 7.024 11.791

2011 ......... 4.160 8.395 11.767 12.713 13.797 14.315 14.444 13.447 11.662 10.078 7.045 11.752

2012 ......... 4.160 8.422 11.772 12.713 13.796 14.315 14.444 13.444 11.664 10.088 7.067 11.714

2013 ......... 4.161 8.436 11.770 12.715 13.799 14.320 14.438 13.440 11.660 10.090 7.074 11.676

2014 ......... 4.162 8.432 11.761 12.714 13.801 14.324 14.443 13.447 11.655 10.093 7.071 11.638

1 In force counts are too small to yield meaningful withheld rates.
OASI Numbers

111

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(By age, as of December 31, 1980-2014)

[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.......... 6.7 30.3 33.3 32.8 31.4 28.3 27.6 27.6 23.8 15.9 19.1 276.7

1981.......... 5.7 28.7 34.5 34.3 33.1 29.7 28.2 27.6 25.7 17.8 21.5 286.7

1982.......... 5.8 29.2 35.6 34.7 34.9 31.4 29.1 28.8 25.9 19.2 23.2 297.9

1983.......... 6.3 28.9 36.6 36.0 36.3 33.3 30.4 29.0 27.0 20.8 25.1 309.7

1984.......... 6.4 29.9 37.1 37.6 37.7 35.5 31.3 29.7 27.6 22.5 27.1 322.5

1985.......... 6.5 30.7 37.9 39.6 39.2 37.0 32.4 30.3 28.7 23.4 29.9 335.8

1986.......... 6.5 31.4 39.1 41.2 40.4 38.9 34.1 31.0 29.4 24.0 32.7 348.6

1987.......... 6.1 31.4 39.3 42.6 41.6 41.0 35.9 31.9 29.7 25.1 35.5 360.2

1988.......... 5.7 30.5 39.2 43.7 43.0 42.4 37.9 33.1 29.8 26.1 38.3 369.7

1989.......... 5.3 29.1 39.9 44.8 44.8 44.2 40.0 34.0 30.5 26.5 41.0 380.2

1990.......... 5.3 27.9 39.8 45.8 46.9 45.9 41.6 35.1 30.9 27.4 43.6 390.1

1991.......... 5.4 27.3 39.2 46.8 48.7 47.0 43.7 36.8 31.4 27.9 46.2 400.5

1992.......... 6.0 27.9 39.1 47.4 50.7 48.4 46.0 38.8 32.3 28.0 48.9 413.6

1993.......... 6.3 28.6 38.8 47.9 52.5 50.3 47.6 41.0 33.6 28.0 51.4 426.1

1994.......... 6.2 29.0 37.7 48.7 53.9 52.3 49.6 43.1 34.3 28.6 53.6 437.0

1995.......... 6.1 29.0 36.7 48.5 55.1 54.7 51.6 44.5 35.4 28.9 56.0 446.6

1996.......... 5.8 28.5 35.9 47.6 56.3 56.7 52.9 46.7 37.1 29.3 57.9 454.6

1997.......... 5.4 28.1 35.2 46.4 56.4 58.9 54.4 49.0 39.0 30.0 59.4 462.1

1998.......... 5.2 27.6 35.0 44.9 56.3 60.8 56.4 50.5 41.0 31.0 60.1 468.8

1999.......... 5.4 26.9 34.2 42.8 56.7 62.1 58.5 52.6 42.6 31.6 61.5 474.9

2000.......... 5.7 26.6 33.0 41.3 56.0 63.3 61.1 54.6 43.9 32.4 62.5 480.4

2001.......... 5.9 27.0 32.1 40.2 54.7 64.5 63.4 56.1 46.0 33.8 63.3 486.9

2002.......... 6.1 27.5 31.7 39.1 53.1 64.5 65.7 57.4 48.0 35.4 64.3 493.0

2003.......... 6.1 27.9 31.6 38.4 51.3 64.5 67.6 59.4 49.5 37.0 65.4 498.7

2004.......... 5.4 28.6 31.5 37.6 48.7 65.0 69.0 61.6 51.2 38.4 66.2 503.2

2005.......... 5.3 29.0 32.1 36.6 47.4 64.3 70.8 64.4 53.5 39.8 68.0 511.2

2006.......... 5.6 29.1 32.6 36.0 46.4 62.9 72.0 67.1 55.1 41.9 70.3 518.9

2007.......... 5.8 29.1 33.3 35.8 45.5 61.4 72.2 69.7 56.8 44.0 72.9 526.5

2008.......... 5.9 29.4 33.8 35.9 44.8 59.8 72.2 72.0 59.0 45.6 75.6 533.9

2009.......... 5.9 29.6 34.5 36.0 44.0 57.7 72.7 73.8 61.3 47.6 78.0 541.2

2010.......... 5.8 29.8 35.1 36.6 43.0 56.6 72.0 75.5 63.9 49.6 80.3 548.2

2011.......... 5.7 30.3 35.4 37.3 42.3 55.8 70.7 76.6 66.5 50.9 83.6 555.0

2012.......... 5.7 30.4 35.7 37.9 42.2 55.0 69.3 76.7 68.9 52.4 87.3 561.4

2013.......... 5.7 30.3 36.2 38.4 42.5 54.3 67.8 76.5 71.1 54.2 90.5 567.5

2014.......... 5.6 29.9 36.6 39.1 42.8 53.5 65.9 77.0 72.7 56.3 93.8 573.2
Benefit Payments

112

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 2005 Trustees Report intermediate set of assumptions.

III.B48.—Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2014)

[Numbers in thousands]

Year

In force

beginning

of period

Awards

Number of gross

terminations

In force

end of period

Withheld

In currentpayment status,

end of period

Percent of

population

age 18-20 Number

Percent of

in force Number

1980 .................. 164.9 0.92 120.4 113.6 171.6 16.47 28.3 143.4

1981 .................. 171.6 .86 111.2 105.8 177.1 15.92 28.2 148.9

1982 .................. 177.1 .68 86.6 149.9 113.7 20.22 23.0 90.7

1983 .................. 113.7 .38 47.5 95.0 66.2 19.61 13.0 53.3

1984 .................. 66.2 .33 39.3 67.9 37.7 23.46 8.8 28.8

1985 .................. 37.7 .29 33.4 53.0 18.1 18.21 3.3 14.8

1986 .................. 18.1 .27 30.7 31.7 17.1 24.02 4.1 13.0

1987 .................. 17.1 .26 29.6 30.3 16.4 27.91 4.6 11.9

1988 .................. 16.4 .27 32.1 30.3 18.2 25.40 4.6 13.6

1989 .................. 18.2 .23 27.2 28.4 17.1 26.17 4.5 12.6

1990 .................. 17.1 .23 26.2 26.4 16.8 27.33 4.6 12.2

1991 .................. 16.8 .23 24.4 24.8 16.4 24.84 4.1 12.3

1992 .................. 16.4 .23 23.7 23.6 16.5 29.24 4.8 11.7

1993 .................. 16.5 .23 23.6 23.4 16.7 30.48 5.1 11.6

1994 .................. 16.7 .22 22.9 22.9 16.7 31.53 5.3 11.4

1995 .................. 16.7 .20 22.1 22.2 16.6 34.53 5.7 10.9

1996 .................. 16.6 .20 22.2 22.1 16.8 35.12 5.9 10.9

1997 .................. 16.8 .20 23.0 22.8 17.0 33.44 5.7 11.3

1998 .................. 17.0 .19 22.6 22.7 16.9 37.15 6.3 10.6

1999 .................. 16.9 .18 22.2 22.9 16.2 30.37 4.9 11.3

2000 .................. 16.2 .20 24.2 23.1 17.3 33.82 5.9 11.5

2001 .................. 17.3 .20 24.4 24.1 17.6 27.57 4.9 12.7

2002 .................. 17.6 .22 26.3 24.9 19.0 24.41 4.6 14.4

2003 .................. 19.0 .21 26.2 25.9 19.3 23.82 4.6 14.7

2004 .................. 19.3 .22 27.4 32.0 14.7 6.53 1.0 13.7

2005 .................. 14.7 .22 27.0 26.0 15.7 8.60 1.4 14.3

2006 .................. 15.7 .22 27.6 27.0 16.3 9.95 1.6 14.6

2007 .................. 16.3 .22 28.4 27.9 16.9 10.30 1.7 15.1

2008 .................. 16.9 .22 28.9 28.6 17.2 10.46 1.8 15.3

2009 .................. 17.2 .22 28.9 28.9 17.2 10.64 1.8 15.3

2010 .................. 17.2 .22 28.7 28.8 17.0 10.79 1.8 15.2

2011 .................. 17.0 .22 28.5 28.6 16.9 10.84 1.8 15.1

2012 .................. 16.9 .22 28.3 28.4 16.9 10.84 1.8 15.0

2013 .................. 16.9 .22 28.2 28.3 16.8 10.85 1.8 14.9

2014 .................. 16.8 .22 27.9 28.1 16.6 10.87 1.8 14.8
OASI Numbers

113

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 2005 Trustees Report intermediate set of assumptions.

III.B49.—Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld, 

and In Current-Payment Status

(Calendar years 1980-2014)

[Numbers in thousands]

Year

In force

beginning

of period

Awards

Number of gross

terminations

In force

end of period

Withheld

In currentpayment status,

end of period

Percent of

population

age 18-20 Number

Percent of

in force Number

1980................... 524.8 2.46 317.1 307.6 534.4 15.84 84.6 449.7

1981................... 534.4 2.43 309.6 306.0 537.9 13.97 75.2 462.7

1982................... 537.9 2.13 267.6 433.0 372.5 17.80 66.3 306.2

1983................... 372.5 1.46 179.7 324.9 227.3 16.37 37.2 190.1

1984................... 227.3 1.30 155.1 243.4 139.0 19.30 26.8 112.2

1985................... 139.0 1.17 135.2 205.7 68.5 16.46 11.3 57.3

1986................... 68.5 1.10 125.6 129.6 64.6 21.16 13.7 50.9

1987................... 64.6 1.06 122.7 125.5 61.8 24.10 14.9 46.9

1988................... 61.8 1.13 133.9 123.8 71.9 20.05 14.4 57.5

1989................... 71.9 1.02 119.5 123.8 67.6 20.55 13.9 53.7

1990................... 67.6 1.01 113.8 115.2 66.2 20.06 13.3 52.9

1991................... 66.2 1.02 109.0 108.6 66.6 17.18 11.4 55.1

1992................... 66.6 1.03 108.1 106.0 68.7 22.15 15.2 53.5

1993................... 68.7 1.05 109.4 108.1 70.0 22.83 16.0 54.0

1994................... 70.0 1.00 106.0 107.4 68.6 24.30 16.7 52.0

1995................... 68.6 .97 104.8 103.9 69.6 26.50 18.4 51.2

1996................... 69.6 .96 107.0 105.5 71.2 26.63 18.9 52.2

1997................... 71.2 .98 112.6 110.0 73.7 25.97 19.1 54.5

1998................... 73.7 .95 112.1 111.9 73.9 30.11 22.3 51.6

1999................... 73.9 .93 112.0 114.7 71.2 21.28 15.2 56.1

2000................... 71.2 .92 111.8 111.9 71.1 27.53 19.6 51.6

2001................... 71.1 .92 112.1 111.4 71.9 20.23 14.5 57.4

2002................... 71.9 .97 117.3 112.6 76.6 16.02 12.3 64.4

2003................... 76.6 .97 117.5 115.2 78.9 16.02 12.6 66.3

2004................... 78.9 .98 120.4 137.2 62.1 4.28 2.7 59.5

2005................... 62.1 .97 120.0 114.8 67.3 5.99 4.0 63.2

2006................... 67.3 .98 122.5 120.2 69.6 7.12 5.0 64.5

2007................... 69.6 .99 126.2 123.8 71.9 7.35 5.3 66.5

2008................... 71.9 .99 128.4 127.1 73.2 7.45 5.5 67.6

2009................... 73.2 .97 128.3 128.3 73.1 7.59 5.6 67.4

2010................... 73.1 .97 127.2 127.8 72.6 7.71 5.6 66.8

2011................... 72.6 .97 126.5 126.9 72.2 7.74 5.6 66.5

2012................... 72.2 .97 125.9 126.2 71.8 7.75 5.6 66.1

2013................... 71.8 .97 125.1 125.5 71.4 7.75 5.5 65.7

2014................... 71.4 .96 123.8 124.6 70.7 7.77 5.5 65.0
Benefit Payments

114

Sources:

• End of year number of children shown earlier.

• Historical excess of June 30th number over average of December 31st numbers calculated using June 30th data from 1-A Table In Force Supplement.

• Future excess of June 30th number over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

• Children of retired workers as a percent of male retired workers are calculated using numbers of children and numbers of male retired workers shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B50.—Children of Retired Workers With Benefits In Force 

and as a Percent of Male Retired Workers In Force

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar

period

Minor children Disabled children Student children Total children

Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers

1980 ............... 366.0 3.380 ... 145.1 1.340 ... 171.6 1.585 ... 682.7 6.304

1981 ............... 350.7 3.160 ... 148.2 1.335 ... 177.1 1.595 ... 676.0 6.090

1982 ............... 337.4 2.968 ... 153.0 1.346 ... 113.7 1.001 ... 604.0 5.315

1983 ............... 326.3 2.802 ... 160.2 1.375 ... 66.2 .569 ... 552.7 4.746

1984 ............... 312.1 2.630 ... 166.7 1.404 ... 37.7 .317 ... 516.5 4.352

1985 ............... 301.2 2.486 ... 175.1 1.445 ... 18.1 .149 ... 494.4 4.081

1986 ............... 294.1 2.374 ... 184.6 1.490 ... 17.1 .138 ... 495.8 4.002

1987 ............... 283.7 2.247 ... 193.8 1.535 ... 16.4 .130 ... 494.0 3.913

1988 ............... 272.1 2.123 ... 201.5 1.573 ... 18.2 .142 ... 491.7 3.838

1989 ............... 262.2 2.012 ... 207.6 1.593 ... 17.1 .131 ... 486.8 3.736

1990 ............... 259.3 1.957 ... 214.8 1.621 ... 16.8 .127 ... 490.9 3.705

1991 ............... 257.9 1.913 ... 222.7 1.652 ... 16.4 .122 ... 497.0 3.687

1992 ............... 261.0 1.903 ... 231.9 1.691 ... 16.5 .120 ... 509.4 3.714

1993 ............... 262.8 1.892 ... 240.1 1.729 ... 16.7 .120 ... 519.7 3.741

1994 ............... 264.6 1.885 ... 246.6 1.757 ... 16.7 .119 ... 527.8 3.761

1995 ............... 265.8 1.877 ... 252.2 1.780 ... 16.6 .117 ... 534.6 3.774

1996 ............... 266.2 1.866 ... 256.4 1.797 ... 16.8 .117 ... 539.4 3.781

1997 ............... 264.4 1.841 ... 259.9 1.810 ... 17.0 .118 ... 541.3 3.770

1998 ............... 263.5 1.825 ... 263.1 1.822 ... 16.9 .117 ... 543.5 3.764

1999 ............... 266.4 1.830 ... 266.0 1.827 ... 16.2 .112 ... 548.6 3.769

2000 ............... 279.5 1.883 ... 269.6 1.816 ... 17.3 .117 ... 566.4 3.815

2001 ............... 284.5 1.897 ... 271.9 1.813 ... 17.6 .117 ... 573.9 3.827

2002 ............... 291.1 1.919 ... 278.4 1.835 ... 19.0 .125 ... 588.5 3.880

2003 ............... 295.5 1.929 ... 280.5 1.831 ... 19.3 .126 ... 595.2 3.886

2004 ............... 299.5 1.932 ... 282.6 1.823 ... 14.7 .095 ... 596.8 3.849

2005-II ........... 302.7 1.940 0.005 283.5 1.816 -0.001 16.2 .104 0.064 602.4 3.860

2005-IV.......... 303.1 1.930 ... 285.0 1.814 ... 15.7 .100 ... 603.8 3.844

2006-II ........... 305.3 1.927 .005 285.8 1.804 -.001 17.0 .107 .064 608.1 3.838

2006-IV.......... 304.6 1.908 ... 287.1 1.798 ... 16.3 .102 ... 608.0 3.808

2007-II ........... 306.1 1.897 .005 287.8 1.783 -.001 17.6 .109 .064 611.5 3.790

2007-IV.......... 304.8 1.871 ... 289.0 1.775 ... 16.9 .103 ... 610.7 3.749

2008-II ........... 305.6 1.853 .005 289.6 1.756 -.001 18.1 .110 .064 613.3 3.718

2008-IV.......... 303.6 1.821 ... 290.8 1.744 ... 17.2 .103 ... 611.5 3.667

2009-II ........... 304.5 1.799 .005 291.3 1.720 -.001 18.3 .108 .064 614.0 3.627

2009-IV.......... 302.6 1.765 ... 292.3 1.705 ... 17.2 .100 ... 612.1 3.569

2010-II ........... 303.6 1.744 .005 292.8 1.681 -.001 18.2 .104 .064 614.6 3.529

2010-IV.......... 301.9 1.711 ... 293.8 1.665 ... 17.0 .097 ... 612.7 3.472

2011-II ........... 303.2 1.690 .005 294.1 1.640 -.001 18.1 .101 .064 615.4 3.431

2011-IV.......... 301.8 1.659 ... 295.1 1.623 ... 16.9 .093 ... 613.8 3.375

2012-II ........... 303.1 1.637 .005 295.4 1.595 -.001 18.0 .097 .064 616.5 3.329

2012-IV.......... 301.7 1.604 ... 296.2 1.576 ... 16.9 .090 ... 614.8 3.270

2013-II ........... 303.3 1.583 .005 296.4 1.547 -.001 17.9 .093 .064 617.7 3.224

2013-IV.......... 302.2 1.553 ... 297.2 1.527 ... 16.8 .086 ... 616.2 3.166

2014-II ........... 304.2 1.534 .005 297.3 1.500 -.001 17.8 .090 .064 619.2 3.124

2014-IV.......... 303.3 1.506 ... 298.0 1.480 ... 16.6 .082 ... 617.9 3.069
OASI Numbers

115

Sources:

• End of year numbers of children shown earlier.

• Historical excess of June 30th numbers over average of December 31st numbers calculated using June 30th data from 1-A Table Current-Payment Supplement.

• Future excess of June 30th numbers over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

• Children of retired workers as a percent of male retired workers are calculated using numbers of children and numbers of male retired workers shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B51.—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 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar

period

Minor children Disabled children Student children Total children

Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers Excess Number

Percent

of male

retired

workers

1980................ 354.8 3.391 ... 140.5 1.343 ... 143.4 1.370 ... 638.7 6.105

1981................ 340.4 3.161 ... 143.6 1.334 ... 148.9 1.383 ... 632.9 5.878

1982................ 322.4 2.922 ... 144.5 1.309 ... 90.7 .822 ... 557.6 5.053

1983................ 310.2 2.730 ... 148.5 1.307 ... 53.3 .469 ... 511.9 4.505

1984................ 295.3 2.551 ... 152.7 1.319 ... 28.8 .249 ... 476.8 4.118

1985................ 284.3 2.405 ... 157.0 1.328 ... 14.8 .125 ... 456.1 3.859

1986................ 275.0 2.275 ... 161.8 1.339 ... 13.0 .107 ... 449.7 3.721

1987................ 261.7 2.128 ... 165.7 1.347 ... 11.9 .096 ... 439.2 3.571

1988................ 249.2 1.995 ... 168.8 1.351 ... 13.6 .109 ... 431.6 3.455

1989................ 239.0 1.879 ... 170.1 1.337 ... 12.6 .099 ... 421.7 3.315

1990................ 236.0 1.817 ... 173.2 1.334 ... 12.2 .094 ... 421.4 3.245

1991................ 235.7 1.782 ... 176.8 1.337 ... 12.3 .093 ... 424.9 3.213

1992................ 238.4 1.770 ... 181.4 1.346 ... 11.7 .087 ... 431.5 3.202

1993................ 239.6 1.755 ... 184.9 1.354 ... 11.6 .085 ... 436.0 3.195

1994................ 241.1 1.748 ... 187.3 1.358 ... 11.4 .083 ... 439.8 3.188

1995................ 241.7 1.737 ... 188.8 1.356 ... 10.9 .078 ... 441.4 3.171

1996................ 241.9 1.726 ... 189.6 1.353 ... 10.9 .078 ... 442.4 3.156

1997................ 240.0 1.699 ... 189.6 1.343 ... 11.3 .080 ... 441.0 3.122

1998................ 238.4 1.678 ... 189.6 1.334 ... 10.6 .075 ... 438.6 3.087

1999................ 240.9 1.681 ... 189.7 1.324 ... 11.3 .079 ... 441.9 3.084

2000................ 255.9 1.732 ... 191.5 1.296 ... 11.5 .078 ... 458.9 3.106

2001................ 262.2 1.756 ... 191.7 1.284 ... 12.7 .085 ... 466.7 3.125

2002................ 270.1 1.789 ... 192.1 1.272 ... 14.4 .095 ... 476.6 3.155

2003................ 273.5 1.794 ... 191.7 1.257 ... 14.7 .096 ... 479.9 3.147

2004................ 277.3 1.797 ... 191.3 1.240 ... 13.7 .089 ... 482.3 3.126

2005-II............ 280.7 1.808 0.006 191.4 1.233 -0.003 16.0 .103 0.144 488.1 3.144

2005-IV ......... 280.6 1.795 ... 192.4 1.231 ... 14.3 .092 ... 487.4 3.118

2006-II............ 283.1 1.796 .006 192.4 1.221 -.003 16.6 .105 .144 492.1 3.122

2006-IV ......... 282.0 1.775 ... 193.4 1.218 ... 14.6 .092 ... 490.0 3.085

2007-II............ 283.9 1.769 .006 193.3 1.205 -.003 17.0 .106 .144 494.2 3.081

2007-IV ......... 282.2 1.742 ... 194.3 1.199 ... 15.1 .093 ... 491.5 3.034

2008-II............ 283.4 1.730 .006 194.2 1.185 -.003 17.4 .106 .144 495.0 3.021

2008-IV ......... 281.1 1.695 ... 195.1 1.177 ... 15.3 .093 ... 491.5 2.964

2009-II............ 282.4 1.681 .006 195.0 1.161 -.003 17.5 .104 .144 494.9 2.947

2009-IV ......... 280.2 1.644 ... 195.9 1.149 ... 15.3 .090 ... 491.3 2.883

2010-II............ 281.6 1.632 .006 195.7 1.134 -.003 17.4 .101 .144 494.8 2.867

2010-IV ......... 279.5 1.594 ... 196.6 1.121 ... 15.2 .087 ... 491.3 2.802

2011-II............ 281.2 1.584 .006 196.4 1.106 -.003 17.3 .098 .144 495.0 2.787

2011-IV ......... 279.4 1.547 ... 197.3 1.092 ... 15.1 .084 ... 491.8 2.722

2012-II............ 281.1 1.534 .006 197.1 1.076 -.003 17.2 .094 .144 495.4 2.704

2012-IV ......... 279.3 1.496 ... 197.9 1.060 ... 15.0 .080 ... 492.2 2.636

2013-II............ 281.3 1.485 .006 197.6 1.043 -.003 17.1 .090 .144 496.1 2.619

2013-IV ......... 279.8 1.447 ... 198.4 1.026 ... 14.9 .077 ... 493.1 2.551

2014-II............ 282.1 1.439 .006 198.1 1.011 -.003 17.0 .087 .144 497.2 2.537

2014-IV ......... 280.8 1.404 ... 198.8 .994 ... 14.8 .074 ... 494.4 2.472
Benefit Payments

116

Sources:

• End of year numbers of children shown earlier.

• Historical excess of June 30th numbers over average of December 31st numbers calculated using June 30th data from 1-A Table In Force Supplement.

• Future excess of June 30th numbers over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B52.—Children of Deceased Workers With Benefits In Force

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Minor children Disabled children Student children

Number Excess Number Excess Number Excess Total

1980 ............... 1,891.8 ... 278.4 ... 534.4 ... 2,704.6

1981 ............... 1,812.3 ... 291.1 ... 537.9 ... 2,641.4

1982 ............... 1,739.7 ... 302.6 ... 372.5 ... 2,414.9

1983 ............... 1,671.8 ... 315.4 ... 227.3 ... 2,214.5

1984 ............... 1,604.6 ... 330.5 ... 139.0 ... 2,074.0

1985 ............... 1,554.0 ... 345.2 ... 68.5 ... 1,967.7

1986 ............... 1,514.6 ... 360.4 ... 64.6 ... 1,939.5

1987 ............... 1,470.2 ... 374.4 ... 61.8 ... 1,906.3

1988 ............... 1,425.0 ... 386.4 ... 71.9 ... 1,883.3

1989 ............... 1,394.1 ... 399.8 ... 67.6 ... 1,861.4

1990 ............... 1,382.3 ... 412.2 ... 66.2 ... 1,860.7

1991 ............... 1,381.6 ... 425.1 ... 66.6 ... 1,873.2

1992 ............... 1,389.7 ... 440.6 ... 68.7 ... 1,899.0

1993 ............... 1,405.1 ... 456.0 ... 70.0 ... 1,931.2

1994 ............... 1,426.0 ... 470.0 ... 68.6 ... 1,964.6

1995 ............... 1,438.2 ... 483.5 ... 69.6 ... 1,991.2

1996 ............... 1,444.5 ... 495.8 ... 71.2 ... 2,011.5

1997 ............... 1,430.8 ... 507.1 ... 73.7 ... 2,011.6

1998 ............... 1,422.6 ... 518.0 ... 73.9 ... 2,014.5

1999 ............... 1,413.7 ... 528.3 ... 71.2 ... 2,013.2

2000 ............... 1,407.6 ... 537.2 ... 71.1 ... 2,015.9

2001 ............... 1,401.0 ... 547.3 ... 71.9 ... 2,020.2

2002 ............... 1,397.5 ... 553.3 ... 76.6 ... 2,027.3

2003 ............... 1,392.9 ... 562.4 ... 78.9 ... 2,034.2

2004 ............... 1,385.9 ... 571.7 ... 62.1 ... 2,019.7

2005-II ........... 1,387.8 0.004 576.6 0.001 64.5 -0.003 2,028.9

2005-IV.......... 1,379.1 ... 580.6 ... 67.3 ... 2,026.9

2006-II ........... 1,378.6 .004 585.3 .001 68.2 -.003 2,032.1

2006-IV.......... 1,367.5 ... 589.1 ... 69.6 ... 2,026.2

2007-II ........... 1,364.1 .004 593.8 .001 70.5 -.003 2,028.4

2007-IV.......... 1,350.2 ... 597.5 ... 71.9 ... 2,019.6

2008-II ........... 1,345.4 .004 602.1 .001 72.3 -.003 2,019.8

2008-IV.......... 1,330.3 ... 605.8 ... 73.2 ... 2,009.3

2009-II ........... 1,326.9 .004 610.2 .001 72.9 -.003 2,010.0

2009-IV.......... 1,313.2 ... 613.8 ... 73.1 ... 2,000.1

2010-II ........... 1,311.0 .004 618.1 .001 72.6 -.003 2,001.7

2010-IV.......... 1,298.6 ... 621.5 ... 72.6 ... 1,992.7

2011-II ........... 1,297.6 .004 625.6 .001 72.2 -.003 1,995.4

2011-IV.......... 1,286.6 ... 628.9 ... 72.2 ... 1,987.6

2012-II ........... 1,286.7 .004 632.8 .001 71.8 -.003 1,991.3

2012-IV.......... 1,276.9 ... 635.9 ... 71.8 ... 1,984.6

2013-II ........... 1,278.3 .004 639.7 .001 71.4 -.003 1,989.3

2013-IV.......... 1,269.8 ... 642.5 ... 71.4 ... 1,983.7

2014-II ........... 1,273.1 .004 646.1 .001 70.8 -.003 1,990.0

2014-IV.......... 1,266.6 ... 648.7 ... 70.7 ... 1,986.0
OASI Numbers

117

Sources:

• End of year numbers of children shown earlier.

• Historical excess of June 30th numbers over average of December 31st numbers calculated using June 30th data from 1-A Table in Current-Payment Status Supplement.

• Future excess of June 30th numbers over average of December 31st numbers are projected to remain at the last known rate.

• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B53.—Children of Deceased Workers With Benefits In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Minor children Disabled children Student children

Number Excess Number Excess Number Excess Total

1980................ 1,883.4 ... 276.7 ... 449.7 ... 2,609.9

1981................ 1,796.1 ... 286.7 ... 462.7 ... 2,545.6

1982................ 1,717.0 ... 297.9 ... 306.2 ... 2,321.1

1983................ 1,645.7 ... 309.7 ... 190.1 ... 2,145.5

1984................ 1,575.7 ... 322.5 ... 112.2 ... 2,010.4

1985................ 1,525.2 ... 335.8 ... 57.3 ... 1,918.2

1986................ 1,478.8 ... 348.6 ... 50.9 ... 1,878.3

1987................ 1,429.7 ... 360.2 ... 46.9 ... 1,836.8

1988................ 1,381.9 ... 369.7 ... 57.5 ... 1,809.1

1989................ 1,347.6 ... 380.2 ... 53.7 ... 1,781.5

1990................ 1,333.8 ... 390.1 ... 52.9 ... 1,776.9

1991................ 1,335.9 ... 400.5 ... 55.1 ... 1,791.6

1992................ 1,341.4 ... 413.6 ... 53.5 ... 1,808.4

1993................ 1,356.5 ... 426.1 ... 54.0 ... 1,836.6

1994................ 1,375.6 ... 437.0 ... 52.0 ... 1,864.5

1995................ 1,386.1 ... 446.6 ... 51.2 ... 1,883.9

1996................ 1,391.1 ... 454.6 ... 52.2 ... 1,897.9

1997................ 1,376.2 ... 462.1 ... 54.5 ... 1,892.8

1998................ 1,363.5 ... 468.8 ... 51.6 ... 1,883.9

1999................ 1,353.9 ... 474.9 ... 56.1 ... 1,884.9

2000................ 1,346.1 ... 480.4 ... 51.6 ... 1,878.1

2001................ 1,345.5 ... 486.9 ... 57.4 ... 1,889.7

2002................ 1,350.3 ... 493.0 ... 64.4 ... 1,907.6

2003................ 1,344.8 ... 498.7 ... 66.3 ... 1,909.7

2004................ 1,338.7 ... 503.2 ... 59.5 ... 1,901.4

2005-II............ 1,341.7 0.005 507.6 0.001 64.0 0.044 1,913.3

2005-IV ......... 1,331.8 ... 511.2 ... 63.2 ... 1,906.2

2006-II............ 1,332.6 .005 515.4 .001 66.6 .044 1,914.6

2006-IV ......... 1,320.6 ... 518.9 ... 64.5 ... 1,903.9

2007-II............ 1,318.5 .005 523.1 .001 68.3 .044 1,909.9

2007-IV ......... 1,303.8 ... 526.5 ... 66.5 ... 1,896.7

2008-II............ 1,300.5 .005 530.6 .001 69.9 .044 1,901.0

2008-IV ......... 1,284.6 ... 533.9 ... 67.6 ... 1,886.1

2009-II............ 1,282.6 .005 538.0 .001 70.4 .044 1,891.0

2009-IV ......... 1,268.2 ... 541.2 ... 67.4 ... 1,876.7

2010-II............ 1,267.2 .005 545.1 .001 70.0 .044 1,882.3

2010-IV ......... 1,254.1 ... 548.2 ... 66.8 ... 1,869.1

2011-II............ 1,254.3 .005 552.0 .001 69.5 .044 1,875.8

2011-IV ......... 1,242.5 ... 555.0 ... 66.5 ... 1,863.9

2012-II............ 1,243.8 .005 558.6 .001 69.2 .044 1,871.6

2012-IV ......... 1,233.2 ... 561.4 ... 66.1 ... 1,860.7

2013-II............ 1,235.7 .005 564.9 .001 68.8 .044 1,869.4

2013-IV ......... 1,226.3 ... 567.5 ... 65.7 ... 1,859.6

2014-II............ 1,230.7 .005 570.8 .001 68.2 .044 1,869.7

2014-IV ......... 1,223.2 ... 573.2 ... 65.0 ... 1,861.5
Benefit Payments

118

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 2005 Trustees Report intermediate set of assumptions.

III.B54.—Young Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980 ............... 0.1 0.4 1.6 4.3 9.6 16.3 27.2 45.8 58.8 43.9 1/ 207.9

1985 ............... 1/ .3 1.4 3.9 8.7 14.6 18.5 22.3 24.0 22.2 1/ 116.0

1990 ............... 1/ .2 1.1 3.5 7.7 13.1 16.6 16.5 16.6 18.7 1/ 93.9

1995 ............... 1/ .1 .8 2.9 6.9 11.5 15.4 14.9 13.8 16.2 1/ 82.4

1996 ............... 1/ .1 .7 2.7 6.5 11.0 14.6 14.4 13.2 15.5 1/ 78.6

1997 ............... 1/ .1 .6 2.4 6.1 10.4 13.5 13.8 12.6 14.7 1/ 74.2

1998 ............... 1/ .1 .5 2.1 5.7 9.9 12.8 13.1 11.9 14.1 1/ 70.4

1999 ............... 1/ .1 .5 1.9 5.3 9.6 12.4 12.7 11.5 13.4 1/ 67.4

2000 ............... 1/ .1 .5 1.8 5.0 9.6 12.7 12.7 11.3 13.2 1/ 66.9

2001 ............... 1/ .1 .4 1.7 4.7 9.2 12.5 12.4 10.9 12.8 1/ 64.7

2002 ............... 1/ .1 .4 1.6 4.4 8.9 12.3 12.1 10.5 12.5 1/ 62.8

2003 ............... 1/ .1 .4 1.5 4.2 8.5 12.0 11.9 10.3 12.0 0.4 61.2

2004 ............... 1/ .1 .4 1.3 3.9 8.1 11.7 11.7 9.8 11.5 .8 59.3

2005 ............... 1/ 1/ .4 1.3 3.7 7.7 11.5 11.6 9.7 11.1 1.2 58.3

2006 ............... 1/ .1 .3 1.3 3.6 7.4 11.3 11.6 9.5 10.9 1.5 57.4

2007 ............... 1/ 1/ .3 1.3 3.5 7.2 11.0 11.5 9.4 10.7 1.9 56.8

2008 ............... 1/ 1/ .3 1.3 3.4 7.0 10.8 11.4 9.4 10.5 2.1 56.3

2009 ............... 1/ 1/ .3 1.3 3.4 6.9 10.7 11.3 9.3 10.5 2.1 55.7

2010 ............... 1/ 1/ .3 1.3 3.3 6.8 10.5 11.2 9.3 10.4 2.0 55.3

2011 ............... 1/ 1/ .3 1.2 3.3 6.8 10.4 11.2 9.3 10.4 2.1 55.0

2012 ............... 1/ 1/ .3 1.2 3.3 6.7 10.3 11.1 9.3 10.4 2.1 54.8

2013 ............... 1/ 1/ .3 1.2 3.3 6.7 10.3 11.1 9.3 10.4 2.0 54.7

2014 ............... 1/ 1/ .3 1.3 3.3 6.7 10.2 11.0 9.3 10.4 2.0 54.7

Young husbands

1980 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1985 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1 1/ .2

1990 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1 1/ .1

1995 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1996 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1997 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1998 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1999 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2000 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2001 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2002 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2003 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2004 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2005 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2006 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2007 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2008 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2009 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2010 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2011 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2012 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2013 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2014 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

Total

1980 ............... .1 .4 1.6 4.3 9.6 16.3 27.2 45.8 58.8 43.9 1/ 207.9

1985 ............... 1/ .3 1.4 3.9 8.7 14.6 18.5 22.4 24.0 22.2 1/ 116.1

1990 ............... 1/ .2 1.1 3.5 7.7 13.1 16.6 16.5 16.6 18.8 1/ 94.0

1995 ............... 1/ .1 .8 2.9 6.9 11.5 15.4 14.9 13.9 16.2 1/ 82.5

1996 ............... 1/ .1 .7 2.7 6.5 11.0 14.6 14.4 13.2 15.6 1/ 78.7

1997 ............... 1/ .1 .6 2.4 6.1 10.4 13.5 13.8 12.7 14.8 1/ 74.3

1998 ............... 1/ .1 .5 2.1 5.7 9.9 12.8 13.1 12.0 14.2 1/ 70.5

1999 ............... 1/ .1 .5 1.9 5.3 9.6 12.4 12.7 11.5 13.4 1/ 67.5

2000 ............... 1/ .1 .5 1.8 5.0 9.6 12.7 12.7 11.4 13.2 1/ 67.0

2001 ............... 1/ .1 .4 1.7 4.7 9.2 12.5 12.4 10.9 12.8 1/ 64.8

2002 ............... 1/ .1 .4 1.6 4.4 8.9 12.3 12.1 10.5 12.5 1/ 62.9

2003 ............... 1/ .1 .4 1.5 4.2 8.5 12.0 11.9 10.3 12.0 .4 61.3

2004 ............... 1/ .1 .4 1.3 3.9 8.1 11.7 11.7 9.8 11.6 .8 59.4

2005 ............... 1/ 1/ .4 1.3 3.7 7.7 11.5 11.6 9.7 11.1 1.3 58.4

2006 ............... 1/ .1 .3 1.3 3.6 7.4 11.3 11.6 9.5 10.9 1.5 57.5

2007 ............... 1/ 1/ .3 1.3 3.5 7.2 11.0 11.5 9.4 10.7 1.9 56.9

2008 ............... 1/ 1/ .3 1.3 3.4 7.0 10.8 11.4 9.4 10.6 2.1 56.4

2009 ............... 1/ 1/ .3 1.3 3.4 6.9 10.7 11.3 9.4 10.5 2.1 55.8

2010 ............... 1/ 1/ .3 1.3 3.3 6.8 10.5 11.2 9.3 10.5 2.0 55.4

2011 ............... 1/ 1/ .3 1.2 3.3 6.8 10.4 11.2 9.3 10.4 2.1 55.1

2012 ............... 1/ 1/ .3 1.2 3.3 6.7 10.3 11.1 9.4 10.4 2.1 54.9

2013 ............... 1/ 1/ .3 1.2 3.3 6.7 10.3 11.1 9.3 10.4 2.1 54.8

2014 ............... 1/ 1/ .3 1.3 3.3 6.7 10.3 11.0 9.3 10.5 2.1 54.8

1 Fewer than 50.
OASI Numbers

119

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 2005 Trustees Report intermediate set of assumptions.

III.B55.—Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers

(By age and gender, calendar years, 1980-2014)

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

1981........... .420 2.179 7.539 18.887 36.401 62.939 101.810 183.958 264.718 272.079 44.165 995.093

1982........... .398 2.006 6.897 17.260 36.675 57.449 82.933 132.788 164.755 90.327 9.185 600.673

1983........... .386 1.961 6.766 16.939 36.080 59.319 79.713 118.011 149.559 90.577 9.739 569.050

1984........... .280 1.945 6.512 17.360 34.473 57.190 73.561 103.681 128.444 83.568 9.595 516.610

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 4.666 11.576 22.865 33.568 34.742 33.583 34.049 5.494 182.695

2005........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 6.990 191.281

2006........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 7.864 192.154

2007........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 8.738 193.028

2008........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 9.612 193.902

2009........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 10.485 194.776

2010........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 10.485 194.776

2011........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 10.485 194.776

2012........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 10.485 194.776

2013........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 10.485 194.776

2014........... .008 .374 1.665 5.014 12.494 24.032 34.639 35.797 35.397 34.872 10.485 194.776

Young husbands

1980........... .000 .000 .000 .000 .000 .000 .000 .000 .050 .000 .000 .050

1981........... .000 .000 .000 .000 .000 .000 .000 .000 .016 .016 .000 .032

1982........... .000 .000 .000 .000 .000 .000 .000 .050 .050 .050 .000 .149

1983........... .000 .016 .000 .032 .096 .096 .145 .145 .466 .514 .000 1.511

1984........... .017 .050 .115 .264 .214 .379 .495 .725 1.286 2.259 .198 6.001

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 .000 .000 .010 .048 .053 .068 .198 .266 .043 .685

2006........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .049 .691

2007........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .054 .696

2008........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .060 .702

2009........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .065 .707

2010........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .065 .707

2011........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .065 .707

2012........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .065 .707

2013........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .065 .707

2014........... .000 .000 .000 .000 .010 .048 .053 .068 .198 .266 .065 .707
Benefit Payments

120

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 2005 Trustees Report intermediate set of assumptions.

III.B56.—Awards to Young Spouses of Retired Workers

(By age and gender, calendar years 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980 ............... 1/ 0.1 0.4 1.0 2.3 3.8 6.7 12.7 18.5 9.0 0.8 55.4

1985 ............... 1/ .1 .5 1.0 2.1 3.5 4.5 6.0 7.3 4.9 .6 30.6

1990 ............... 1/ .1 .3 .8 1.7 2.7 3.5 3.9 4.4 7.2 .7 25.3

1995 ............... 1/ 1/ .2 .7 1.3 2.2 3.0 2.9 3.5 2.9 .4 17.2

1996 ............... 1/ 1/ .2 .6 1.3 2.0 2.5 2.8 3.0 2.7 .4 15.4

1997 ............... 1/ 1/ .1 .5 1.1 1.8 2.3 2.6 2.8 2.5 .4 14.1

1998 ............... 1/ 1/ .1 .4 1.0 1.7 2.2 2.5 2.7 2.5 .4 13.5

1999 ............... 1/ 1/ .1 .4 1.0 1.7 2.2 2.4 2.7 2.4 .4 13.5

2000 ............... 1/ 1/ .2 .4 1.1 2.1 2.8 2.8 2.9 2.7 .5 15.5

2001 ............... 1/ 1/ .1 .4 1.0 1.7 2.4 2.5 2.6 2.4 .5 13.6

2002 ............... 1/ 1/ .1 .4 1.0 1.8 2.5 2.6 2.5 2.5 .6 14.0

2003 ............... 1/ 1/ .1 .4 .9 1.6 2.3 2.4 2.4 2.3 .4 12.8

2004 ............... 1/ 1/ .1 .3 .8 1.5 2.2 2.3 2.2 2.3 .4 12.1

2005 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .5 12.8

2006 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .5 12.8

2007 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .6 12.8

2008 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .6 12.9

2009 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .7 13.0

2010 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .7 13.0

2011 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .7 13.1

2012 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .7 13.1

2013 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.4 .7 13.2

2014 ............... 1/ 1/ .1 .3 .8 1.6 2.4 2.4 2.4 2.4 .7 13.2

Young husbands

1980 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1985 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1 1/ .2

1990 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1995 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1996 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1997 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1998 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1999 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2000 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2001 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2002 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2003 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2004 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2005 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2006 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2007 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2008 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2009 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2010 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2011 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2012 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2013 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2014 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

Total

1980 ............... 1/ .1 .4 1.0 2.3 3.8 6.7 12.7 18.5 9.0 .8 55.4

1985 ............... 1/ .1 .5 1.0 2.2 3.5 4.5 6.0 7.3 5.0 .6 30.8

1990 ............... 1/ .1 .3 .8 1.7 2.7 3.5 3.9 4.4 7.2 .7 25.3

1995 ............... 1/ 1/ .2 .7 1.3 2.2 3.0 2.9 3.5 2.9 .4 17.3

1996 ............... 1/ 1/ .2 .6 1.3 2.0 2.5 2.8 3.1 2.7 .4 15.5

1997 ............... 1/ 1/ .1 .5 1.1 1.8 2.3 2.6 2.8 2.5 .4 14.1

1998 ............... 1/ 1/ .1 .4 1.0 1.7 2.2 2.5 2.7 2.5 .4 13.5

1999 ............... 1/ 1/ .1 .4 1.0 1.7 2.2 2.4 2.8 2.4 .4 13.5

2000 ............... 1/ 1/ .2 .4 1.1 2.1 2.8 2.8 2.9 2.7 .5 15.6

2001 ............... 1/ 1/ .1 .4 1.0 1.7 2.4 2.5 2.6 2.4 .5 13.6

2002 ............... 1/ 1/ .1 .4 1.0 1.8 2.5 2.6 2.5 2.6 .6 14.1

2003 ............... 1/ 1/ .1 .4 .9 1.6 2.3 2.4 2.5 2.3 .4 12.9

2004 ............... 1/ 1/ .1 .3 .8 1.5 2.2 2.3 2.2 2.3 .4 12.2

2005 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .5 12.8

2006 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .5 12.8

2007 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .6 12.9

2008 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .6 13.0

2009 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .7 13.0

2010 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.3 .7 13.1

2011 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.4 .7 13.1

2012 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.4 .7 13.2

2013 ............... 1/ 1/ .1 .3 .8 1.6 2.3 2.4 2.4 2.4 .7 13.2

2014 ............... 1/ 1/ .1 .3 .9 1.6 2.4 2.4 2.4 2.4 .7 13.3

1 Fewer than 50.
OASI Numbers

121

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B57.—Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force

(By age and gender, as of December 31, 1980-2014)

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........... 1/ 4.500 4.878 5.280 5.900 5.906 6.003 5.391 5.401 5.997 1/ 5.658

1981........... 1/ 5.026 5.147 5.647 6.204 6.706 6.617 6.015 5.997 6.282 1/ 6.198

1982........... 1/ 5.621 5.241 6.015 6.481 7.492 7.284 6.754 6.720 6.594 1/ 6.801

1983........... 1/ 5.298 5.666 5.617 6.854 7.132 7.582 7.088 8.095 8.778 1/ 7.665

1984........... 1/ 4.815 5.018 5.638 6.819 7.549 7.085 7.224 7.698 10.992 1/ 7.954

1985........... 1/ 4.982 6.943 5.802 6.726 7.062 7.210 7.044 7.818 9.241 1/ 7.580

1986........... 1/ 4.247 7.399 7.043 7.310 7.302 7.277 7.281 7.710 8.667 1/ 7.627

1987........... 1/ 7.031 8.394 8.254 8.278 8.975 8.490 8.345 8.869 9.018 1/ 8.676

1988........... 1/ 11.765 7.388 8.679 8.374 9.036 8.824 8.918 8.989 8.909 1/ 8.864

1989........... 1/ 8.947 9.689 7.730 8.125 8.473 8.310 8.253 8.833 8.850 1/ 8.504

1990........... 1/ 7.303 9.450 8.737 7.780 7.956 8.199 2.114 8.807 8.363 1/ 7.237

1991........... 1/ 8.108 9.378 8.787 7.951 7.246 8.087 8.215 8.732 8.180 1/ 8.152

1992........... 1/ 5.128 9.091 9.552 9.151 8.340 8.458 7.911 9.197 9.308 1/ 8.735

1993........... 1/ 12.736 7.368 7.862 7.503 8.306 8.900 8.577 9.539 9.074 1/ 8.745

1994........... 1/ 8.333 10.495 8.741 8.404 7.948 8.183 8.254 8.747 8.237 1/ 8.329

1995........... 1/ 6.504 11.001 9.088 8.279 8.468 8.219 8.829 9.054 8.320 1/ 8.584

1996........... 1/ 9.910 16.134 15.752 18.172 20.066 20.243 17.911 14.265 10.987 1/ 16.590

1997........... 1/ 15.534 17.213 17.241 19.514 20.898 21.294 18.386 14.811 11.198 1/ 17.279

1998........... 1/ 8.750 17.691 19.068 20.223 22.365 22.323 19.124 14.795 11.308 1/ 17.928

1999........... 1/ 9.333 17.842 19.462 20.510 22.481 22.205 19.500 14.678 11.383 1/ 18.042

2000........... 1/ 6.250 12.944 19.113 19.798 21.565 20.379 18.481 14.238 10.602 1/ 17.082

2001........... 1/ 12.121 16.509 17.178 20.110 20.581 20.460 18.114 13.794 10.977 1/ 16.891

2002........... 1/ 14.286 13.507 16.667 19.789 19.167 19.940 17.335 13.244 10.643 1/ 16.224

2003........... 1/ 5.882 11.717 16.599 19.262 19.313 19.431 17.329 13.561 10.268 9.750 16.030

2004........... 1/ 8.929 11.143 17.272 19.763 19.728 19.612 17.498 13.080 11.315 9.577 16.282

2005........... 1/ 9.957 10.688 17.238 19.828 19.736 19.590 17.489 13.058 11.310 10.697 16.241

2006........... 1/ 9.901 11.013 17.214 19.846 19.732 19.598 17.491 13.061 11.313 10.697 16.207

2007........... 1/ 9.697 10.851 17.233 19.805 19.718 19.606 17.484 13.069 11.312 10.697 16.157

2008........... 1/ 9.717 10.962 17.220 19.802 19.731 19.591 17.484 13.074 11.312 10.697 16.117

2009........... 1/ 9.718 10.896 17.215 19.802 19.735 19.590 17.475 13.079 11.318 10.697 16.106

2010........... 1/ 9.717 10.937 17.232 19.814 19.734 19.600 17.479 13.078 11.314 10.697 16.096

2011........... 1/ 9.716 10.916 17.235 19.808 19.735 19.592 17.476 13.075 11.313 10.697 16.081

2012........... 1/ 9.715 10.914 17.232 19.806 19.727 19.588 17.473 13.073 11.316 10.697 16.071

2013........... 1/ 9.714 10.918 17.230 19.813 19.731 19.591 17.474 13.074 11.316 10.697 16.067

2014........... 1/ 9.714 10.917 17.233 19.807 19.734 19.592 17.474 13.071 11.315 10.697 16.062

Young husbands

1980........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1981........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1982........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1983........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1984........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1985........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1986........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1987........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1988........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1989........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1990........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1991........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1992........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1993........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1994........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1995........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1996........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1997........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1998........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1999........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2000........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2001........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2002........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2003........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2004........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2005........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2006........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2007........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2008........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2009........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2010........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2011........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2012........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2013........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2014........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1 In force counts are too small to yield meaningful withheld rates.
Benefit Payments

122

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B58.—Young Spouses of Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980 ............... 1/ 1/ 0.1 0.2 0.6 1.0 1.6 2.5 3.2 2.6 1/ 11.8

1985 ............... 1/ 1/ .1 .2 .6 1.0 1.3 1.6 1.9 2.0 1/ 8.8

1990 ............... 1/ 1/ .1 .3 .6 1.0 1.4 .3 1.5 1.6 1/ 6.8

1995 ............... 1/ 1/ .1 .3 .6 1.0 1.3 1.3 1.3 1.3 1/ 7.1

1996 ............... 1/ 1/ .1 .4 1.2 2.2 3.0 2.6 1.9 1.7 1/ 13.0

1997 ............... 1/ 1/ .1 .4 1.2 2.2 2.9 2.5 1.9 1.6 1/ 12.8

1998 ............... 1/ 1/ .1 .4 1.2 2.2 2.9 2.5 1.8 1.6 1/ 12.6

1999 ............... 1/ 1/ .1 .4 1.1 2.2 2.8 2.5 1.7 1.5 1/ 12.2

2000 ............... 1/ 1/ .1 .3 1.0 2.1 2.6 2.3 1.6 1.4 1/ 11.4

2001 ............... 1/ 1/ .1 .3 1.0 1.9 2.6 2.2 1.5 1.4 1/ 10.9

2002 ............... 1/ 1/ .1 .3 .9 1.7 2.4 2.1 1.4 1.3 1/ 10.2

2003 ............... 1/ 1/ 1/ .2 .8 1.6 2.3 2.1 1.4 1.2 1/ 9.8

2004 ............... 1/ 1/ 1/ .2 .8 1.6 2.3 2.0 1.3 1.3 0.1 9.7

2005 ............... 1/ 1/ 1/ .2 .7 1.5 2.3 2.0 1.3 1.3 .1 9.5

2006 ............... 1/ 1/ 1/ .2 .7 1.5 2.2 2.0 1.2 1.2 .2 9.3

2007 ............... 1/ 1/ 1/ .2 .7 1.4 2.2 2.0 1.2 1.2 .2 9.2

2008 ............... 1/ 1/ 1/ .2 .7 1.4 2.1 2.0 1.2 1.2 .2 9.1

2009 ............... 1/ 1/ 1/ .2 .7 1.4 2.1 2.0 1.2 1.2 .2 9.0

2010 ............... 1/ 1/ 1/ .2 .7 1.3 2.1 2.0 1.2 1.2 .2 8.9

2011 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 2.0 1.2 1.2 .2 8.9

2012 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 1.9 1.2 1.2 .2 8.8

2013 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 1.9 1.2 1.2 .2 8.8

2014 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 1.9 1.2 1.2 .2 8.8

Young husbands

1980 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1985 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1990 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1995 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1996 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1997 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1998 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1999 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2000 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2001 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2002 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2003 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2004 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2005 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2006 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2007 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2008 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2009 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2010 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2011 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2012 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2013 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

2014 ............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

Total

1980 ............... 1/ 1/ .1 .2 .6 1.0 1.6 2.5 3.2 2.6 1/ 11.8

1985 ............... 1/ 1/ .1 .2 .6 1.0 1.3 1.6 1.9 2.1 1/ 8.8

1990 ............... 1/ 1/ .1 .3 .6 1.0 1.4 .3 1.5 1.6 1/ 6.8

1995 ............... 1/ 1/ .1 .3 .6 1.0 1.3 1.3 1.3 1.4 1/ 7.1

1996 ............... 1/ 1/ .1 .4 1.2 2.2 3.0 2.6 1.9 1.7 1/ 13.1

1997 ............... 1/ 1/ .1 .4 1.2 2.2 2.9 2.5 1.9 1.7 1/ 12.8

1998 ............... 1/ 1/ .1 .4 1.2 2.2 2.9 2.5 1.8 1.6 1/ 12.6

1999 ............... 1/ 1/ .1 .4 1.1 2.2 2.8 2.5 1.7 1.5 1/ 12.2

2000 ............... 1/ 1/ .1 .3 1.0 2.1 2.6 2.3 1.6 1.4 1/ 11.5

2001 ............... 1/ 1/ .1 .3 1.0 1.9 2.6 2.3 1.5 1.4 1/ 11.0

2002 ............... 1/ 1/ .1 .3 .9 1.7 2.5 2.1 1.4 1.3 1/ 10.2

2003 ............... 1/ 1/ 1/ .2 .8 1.6 2.3 2.1 1.4 1.2 1/ 9.8

2004 ............... 1/ 1/ 1/ .2 .8 1.6 2.3 2.0 1.3 1.3 .1 9.7

2005 ............... 1/ 1/ 1/ .2 .7 1.5 2.3 2.0 1.3 1.3 .1 9.5

2006 ............... 1/ 1/ 1/ .2 .7 1.5 2.2 2.0 1.2 1.2 .2 9.3

2007 ............... 1/ 1/ 1/ .2 .7 1.4 2.2 2.0 1.2 1.2 .2 9.2

2008 ............... 1/ 1/ 1/ .2 .7 1.4 2.1 2.0 1.2 1.2 .2 9.1

2009 ............... 1/ 1/ 1/ .2 .7 1.4 2.1 2.0 1.2 1.2 .2 9.0

2010 ............... 1/ 1/ 1/ .2 .7 1.3 2.1 2.0 1.2 1.2 .2 8.9

2011 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 2.0 1.2 1.2 .2 8.9

2012 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 1.9 1.2 1.2 .2 8.8

2013 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 1.9 1.2 1.2 .2 8.8

2014 ............... 1/ 1/ 1/ .2 .7 1.3 2.0 1.9 1.2 1.2 .2 8.8

1 Fewer than 50.
OASI Numbers

123

Sources:

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B59.—Young Spouses of Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young wives

1980............... 0.1 0.4 1.5 4.0 9.0 15.4 25.6 43.3 55.6 41.3 1/ 196.2

1985............... 1/ .3 1.3 3.7 8.1 13.6 17.2 20.8 22.1 20.1 1/ 107.2

1990............... 1/ .2 1.0 3.2 7.1 12.1 15.2 16.1 15.1 17.1 1/ 87.1

1995............... 1/ .1 .7 2.6 6.3 10.5 14.1 13.6 12.6 14.8 1/ 75.4

1996............... 1/ .1 .6 2.2 5.3 8.8 11.6 11.8 11.3 13.8 1/ 65.6

1997............... 1/ .1 .5 2.0 4.9 8.2 10.6 11.2 10.8 13.1 1/ 61.4

1998............... 1/ .1 .4 1.7 4.6 7.7 10.0 10.6 10.2 12.5 1/ 57.8

1999............... 1/ .1 .4 1.5 4.2 7.4 9.7 10.2 9.8 11.9 1/ 55.2

2000............... 1/ .1 .4 1.5 4.0 7.5 10.1 10.3 9.7 11.8 1/ 55.5

2001............... 1/ .1 .4 1.4 3.8 7.3 10.0 10.2 9.4 11.4 1/ 53.8

2002............... 1/ 1/ .4 1.4 3.6 7.2 9.8 10.0 9.1 11.1 1/ 52.6

2003............... 1/ 1/ .3 1.2 3.4 6.9 9.7 9.8 8.9 10.7 0.4 51.4

2004............... 1/ .1 .3 1.1 3.1 6.5 9.4 9.6 8.5 10.2 .7 49.6

2005............... 1/ 1/ .3 1.1 3.0 6.2 9.3 9.6 8.4 9.8 1.1 48.8

2006............... 1/ 1/ .3 1.1 2.9 5.9 9.1 9.6 8.3 9.6 1.4 48.1

2007............... 1/ 1/ .3 1.1 2.8 5.8 8.8 9.5 8.1 9.5 1.7 47.6

2008............... 1/ 1/ .3 1.1 2.7 5.6 8.7 9.4 8.1 9.3 1.9 47.2

2009............... 1/ 1/ .3 1.0 2.7 5.5 8.6 9.3 8.1 9.3 1.9 46.8

2010............... 1/ 1/ .3 1.0 2.7 5.5 8.4 9.3 8.1 9.3 1.8 46.4

2011............... 1/ 1/ .3 1.0 2.7 5.4 8.4 9.2 8.1 9.2 1.8 46.2

2012............... 1/ 1/ .3 1.0 2.7 5.4 8.3 9.1 8.1 9.2 1.8 46.0

2013............... 1/ 1/ .3 1.0 2.7 5.4 8.3 9.1 8.1 9.2 1.8 45.9

2014............... 1/ 1/ .3 1.0 2.7 5.4 8.2 9.1 8.1 9.2 1.8 45.9

Young husbands

1980............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

1985............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1 1/ .2

1990............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1995............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1996............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1997............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1998............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

1999............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2000............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2001............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2002............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2003............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2004............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2005............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2006............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2007............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2008............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2009............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2010............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2011............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2012............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2013............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

2014............... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ .1

Total

1980............... .1 .4 1.5 4.0 9.0 15.4 25.6 43.3 55.6 41.3 1/ 196.2

1985............... 1/ .3 1.3 3.7 8.2 13.6 17.2 20.8 22.2 20.2 1/ 107.3

1990............... 1/ .2 1.0 3.2 7.1 12.1 15.2 16.1 15.1 17.2 1/ 87.2

1995............... 1/ .1 .7 2.6 6.3 10.5 14.1 13.6 12.6 14.9 1/ 75.4

1996............... 1/ .1 .6 2.2 5.3 8.8 11.6 11.8 11.3 13.8 1/ 65.6

1997............... 1/ .1 .5 2.0 4.9 8.2 10.6 11.2 10.8 13.1 1/ 61.5

1998............... 1/ .1 .4 1.7 4.6 7.7 10.0 10.6 10.2 12.6 1/ 57.9

1999............... 1/ .1 .4 1.5 4.2 7.4 9.7 10.2 9.8 11.9 1/ 55.3

2000............... 1/ .1 .4 1.5 4.0 7.5 10.1 10.4 9.7 11.8 1/ 55.5

2001............... 1/ .1 .4 1.4 3.8 7.3 10.0 10.2 9.4 11.4 1/ 53.8

2002............... 1/ 1/ .4 1.4 3.6 7.2 9.8 10.0 9.1 11.2 1/ 52.7

2003............... 1/ 1/ .3 1.2 3.4 6.9 9.7 9.9 8.9 10.8 .4 51.5

2004............... 1/ .1 .3 1.1 3.1 6.5 9.4 9.6 8.5 10.2 .7 49.7

2005............... 1/ 1/ .3 1.1 3.0 6.2 9.3 9.6 8.5 9.8 1.1 48.9

2006............... 1/ 1/ .3 1.1 2.9 6.0 9.1 9.6 8.3 9.7 1.4 48.2

2007............... 1/ 1/ .3 1.1 2.8 5.8 8.8 9.5 8.2 9.5 1.7 47.7

2008............... 1/ 1/ .3 1.1 2.7 5.6 8.7 9.4 8.2 9.4 1.9 47.3

2009............... 1/ 1/ .3 1.0 2.7 5.6 8.6 9.3 8.1 9.3 1.9 46.8

2010............... 1/ 1/ .3 1.0 2.7 5.5 8.5 9.3 8.1 9.3 1.8 46.5

2011............... 1/ 1/ .3 1.0 2.7 5.4 8.4 9.2 8.1 9.2 1.8 46.3

2012............... 1/ 1/ .3 1.0 2.7 5.4 8.3 9.1 8.1 9.2 1.8 46.1

2013............... 1/ 1/ .3 1.0 2.7 5.4 8.3 9.1 8.1 9.2 1.8 46.0

2014............... 1/ 1/ .3 1.0 2.7 5.4 8.2 9.1 8.1 9.3 1.8 46.0

1 Fewer than 50.
Benefit Payments

124

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 2005 Trustees Report intermediate set of assumptions.

III.B60.—Young Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980 ............... 1.0 12.9 37.3 67.3 87.6 100.0 111.5 103.1 66.0 22.9 0.3 609.7

1985 ............... .4 8.9 33.8 63.4 81.8 73.4 57.3 42.6 26.2 16.2 .5 404.6

1990 ............... .3 5.8 25.6 57.7 72.7 68.1 46.1 29.2 18.8 14.8 1.0 339.9

1995 ............... .3 4.6 17.9 45.7 68.2 65.4 47.5 26.0 15.6 12.7 1.9 305.6

1996 ............... .2 4.0 16.6 42.1 65.6 64.5 46.6 26.1 15.1 12.3 1.8 294.9

1997 ............... .2 3.5 15.5 37.9 62.2 62.9 45.6 26.1 14.7 11.8 1.8 282.2

1998 ............... .2 3.3 14.4 34.6 58.9 61.9 45.1 26.0 14.4 11.4 1.9 272.2

1999 ............... .2 3.2 13.2 31.8 55.8 60.5 45.2 25.9 14.0 11.0 1.9 262.6

2000 ............... .1 3.0 12.1 29.4 52.4 59.0 45.4 25.7 13.6 10.5 .9 252.2

2001 ............... .1 2.9 11.3 28.0 48.9 57.4 45.4 25.3 13.4 10.1 .8 243.7

2002 ............... .1 2.9 10.9 26.9 45.5 55.8 45.4 25.1 13.3 9.9 .6 236.5

2003 ............... .1 2.7 10.8 25.9 42.5 53.9 45.4 25.2 13.0 9.7 .8 230.1

2004 ............... .1 2.7 10.6 24.9 40.1 51.8 44.7 25.2 12.8 9.3 .9 223.1

2005 ............... .1 2.6 10.5 23.9 38.7 49.5 44.3 25.4 12.7 9.0 1.3 217.8

2006 ............... .1 2.5 10.4 23.2 37.8 47.4 43.4 25.4 12.5 8.9 1.5 213.2

2007 ............... .1 2.5 10.3 22.9 37.0 45.6 42.5 25.4 12.3 8.8 1.8 209.2

2008 ............... .1 2.5 10.1 22.7 36.3 44.1 41.7 25.3 12.3 8.6 2.1 205.7

2009 ............... .1 2.5 10.1 22.5 35.6 43.1 40.8 25.0 12.3 8.5 1.9 202.4

2010 ............... .1 2.4 10.0 22.3 35.0 42.3 39.9 24.9 12.3 8.5 1.9 199.7

2011 ............... .1 2.4 9.9 22.2 34.5 41.9 39.1 24.5 12.3 8.4 1.9 197.3

2012 ............... .1 2.4 9.8 22.1 34.3 41.4 38.4 24.2 12.3 8.3 1.9 195.3

2013 ............... .1 2.4 9.8 22.0 34.1 41.1 37.8 24.0 12.3 8.2 1.9 193.6

2014 ............. ‘ .1 2.4 9.8 21.9 34.0 40.7 37.4 23.7 12.2 8.2 1.9 192.3

Young widowers

1980 ............... 1/ .2 1.3 2.6 3.4 3.7 4.0 3.9 2.7 1.0 1/ 23.1

1985 ............... 1/ .2 1.7 4.1 6.1 5.7 4.3 3.0 1.9 .7 1/ 27.8

1990 ............... 1/ .2 1.3 3.9 6.2 6.4 4.2 2.4 1.4 .6 1/ 26.6

1995 ............... 1/ .1 .8 2.6 5.1 5.9 4.7 2.4 1.2 .5 1/ 23.5

1996 ............... 1/ .1 .7 2.4 4.8 5.6 4.6 2.5 1.2 .5 1/ 22.6

1997 ............... 1/ .1 .7 2.1 4.4 5.4 4.4 2.6 1.2 .5 1/ 21.5

1998 ............... 1/ .1 .7 2.0 4.2 5.2 4.4 2.7 1.3 .5 1/ 21.0

1999 ............... 1/ .1 .6 1.8 3.9 5.2 4.5 2.8 1.2 .5 1/ 20.7

2000 ............... 1/ .1 .6 1.7 3.6 5.1 4.6 2.9 1.3 .5 1/ 20.5

2001 ............... 1/ .1 .6 1.8 3.4 5.0 4.6 2.9 1.4 .5 1/ 20.4

2002 ............... 1/ .1 .6 1.7 3.3 4.9 4.8 3.0 1.5 .5 1/ 20.5

2003 ............... 1/ .1 .6 1.7 3.3 4.9 4.8 3.1 1.6 .6 1/ 20.7

2004 ............... 1/ .1 .6 1.7 3.2 4.9 4.8 3.1 1.6 .6 1/ 20.7

2005 ............... 1/ .1 .7 1.7 3.2 4.7 4.8 3.2 1.7 .6 1/ 20.7

2006 ............... 1/ .1 .7 1.6 3.2 4.7 4.8 3.3 1.7 .6 1/ 20.7

2007 ............... 1/ .1 .7 1.6 3.3 4.6 4.7 3.3 1.7 .6 .1 20.6

2008 ............... 1/ .1 .7 1.7 3.2 4.5 4.7 3.3 1.7 .6 .1 20.6

2009 ............... 1/ .1 .7 1.7 3.2 4.5 4.7 3.3 1.7 .6 .1 20.5

2010 ............... 1/ .1 .7 1.7 3.2 4.5 4.6 3.3 1.7 .7 .1 20.4

2011 ............... 1/ .1 .6 1.7 3.2 4.5 4.6 3.3 1.7 .7 .1 20.3

2012 ............... 1/ .1 .6 1.7 3.2 4.5 4.5 3.2 1.8 .7 .1 20.3

2013 ............... 1/ .1 .6 1.7 3.2 4.5 4.5 3.2 1.7 .7 .1 20.2

2014 ............... 1/ .1 .6 1.7 3.2 4.4 4.5 3.2 1.7 .7 .1 20.2

Total

1980 ............... 1.0 13.1 38.6 69.9 91.0 103.7 115.5 107.0 68.7 23.9 .4 632.8

1985 ............... .4 9.1 35.5 67.5 87.9 79.1 61.6 45.6 28.1 17.0 .5 432.4

1990 ............... .4 6.0 26.8 61.6 78.9 74.5 50.2 31.6 20.1 15.4 1.0 366.5

1995 ............... .3 4.7 18.7 48.3 73.3 71.2 52.2 28.4 16.8 13.2 1.9 329.1

1996 ............... .2 4.1 17.3 44.5 70.4 70.1 51.2 28.6 16.3 12.8 1.8 317.5

1997 ............... .2 3.6 16.2 40.0 66.6 68.2 50.1 28.7 15.9 12.3 1.9 303.7

1998 ............... .2 3.4 15.1 36.6 63.0 67.2 49.5 28.7 15.7 11.9 1.9 293.2

1999 ............... .2 3.3 13.8 33.6 59.8 65.7 49.7 28.7 15.2 11.4 2.0 283.3

2000 ............... .2 3.1 12.8 31.1 56.0 64.1 50.0 28.5 14.8 11.0 .9 272.6

2001 ............... .1 3.0 11.9 29.8 52.3 62.4 50.0 28.3 14.8 10.7 .9 264.1

2002 ............... .1 3.0 11.5 28.6 48.9 60.8 50.2 28.0 14.9 10.4 .6 257.0

2003 ............... .1 2.8 11.4 27.6 45.8 58.8 50.2 28.3 14.6 10.2 .9 250.8

2004 ............... .1 2.8 11.2 26.5 43.3 56.6 49.5 28.4 14.5 9.9 1.0 243.8

2005 ............... .1 2.7 11.1 25.6 41.9 54.2 49.1 28.6 14.3 9.6 1.3 238.5

2006 ............... .1 2.6 11.1 24.8 41.1 52.1 48.1 28.7 14.2 9.5 1.6 233.9

2007 ............... .1 2.6 11.0 24.5 40.3 50.2 47.2 28.7 14.0 9.4 1.9 229.8

2008 ............... .1 2.6 10.8 24.4 39.6 48.6 46.3 28.6 14.0 9.2 2.1 226.3

2009 ............... .1 2.5 10.7 24.2 38.8 47.6 45.5 28.3 14.1 9.2 2.0 222.9

2010 ............... .1 2.5 10.6 24.0 38.2 46.8 44.5 28.1 14.1 9.1 2.0 220.1

2011 ............... .1 2.5 10.6 23.9 37.7 46.4 43.6 27.8 14.1 9.0 2.0 217.6

2012 ............... .1 2.5 10.5 23.8 37.4 45.9 42.9 27.5 14.1 8.9 2.0 215.6

2013 ............... .1 2.5 10.5 23.6 37.3 45.5 42.3 27.2 14.0 8.9 1.9 213.8

2014 ............... .1 2.5 10.4 23.6 37.2 45.2 41.9 26.9 13.9 8.9 1.9 212.4

1 Fewer than 50.
OASI Numbers

125

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 2005 Trustees Report intermediate set of assumptions.

Table III.B61.—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, 1980-2014)

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

1981........... 2.281 21.438 41.329 58.077 72.764 77.244 75.672 66.312 42.177 14.801 1.233 473.327

1982........... 2.162 19.546 41.780 58.802 71.805 70.011 60.333 50.686 32.854 12.687 1.168 421.833

1983........... 2.047 20.818 41.390 57.152 71.211 71.649 59.078 47.328 32.136 13.260 1.341 417.411

1984........... 1.799 18.466 40.230 55.376 69.889 66.697 52.572 39.453 22.142 10.321 1.505 378.449

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 5.712 14.110 25.523 35.757 44.789 37.754 19.622 8.348 3.982 1.524 197.439

2005........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.182 196.811

2006........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.330 196.959

2007........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.477 197.106

2008........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.625 197.254

2009........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.773 197.402

2010........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.773 197.402

2011........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.773 197.402

2012........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.773 197.402

2013........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.773 197.402

2014........... .340 5.861 14.030 25.064 36.297 45.012 37.444 19.267 8.281 4.035 1.773 197.402

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

1981........... .185 1.752 3.370 4.731 5.934 6.303 6.175 5.404 3.447 1.207 .103 38.612

1982........... .179 1.610 3.435 4.834 5.897 5.749 4.960 4.166 2.698 1.042 .095 34.664

1983........... .016 .706 3.037 4.997 6.119 6.233 5.161 3.946 2.496 1.160 .022 33.893

1984........... .033 .616 2.782 4.419 6.080 5.807 4.775 3.348 2.354 .966 .078 31.258

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 2.497 3.749 5.757 5.540 3.671 1.780 .690 .028 25.201

2005........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .041 24.943

2006........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .046 24.948

2007........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .051 24.953

2008........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .056 24.959

2009........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .061 24.964

2010........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .061 24.964

2011........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .061 24.964

2012........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .061 24.964

2013........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .061 24.964

2014........... .003 .282 1.173 2.416 3.919 5.720 5.422 3.574 1.781 .613 .061 24.964
Benefit Payments

126

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 2005 Trustees Report intermediate set of assumptions.

III.B62.—Awards to Young Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980 ............... 0.6 4.7 8.4 12.0 14.9 16.0 16.1 14.8 9.3 3.0 0.2 99.9

1985 ............... .3 3.2 7.2 10.5 12.9 11.7 9.1 6.5 3.7 1.7 .3 67.0

1990 ............... .2 2.2 5.7 9.3 11.0 10.1 6.5 4.0 2.1 1.2 .3 52.6

1995 ............... .2 1.7 4.0 7.5 10.3 9.8 6.8 3.4 1.7 1.0 .3 46.6

1996 ............... .1 1.4 3.6 6.6 9.8 9.4 6.4 3.4 1.6 .9 .3 43.5

1997 ............... .1 1.3 3.1 5.6 8.5 8.6 6.1 3.3 1.5 .9 .3 39.3

1998 ............... .1 1.3 3.0 5.1 8.0 8.6 6.1 3.4 1.5 .8 .3 38.1

1999 ............... .1 1.2 2.7 4.9 7.8 8.5 6.3 3.5 1.6 .8 .3 37.5

2000 ............... .1 1.1 2.6 4.5 7.3 8.3 6.2 3.3 1.4 .7 .3 35.9

2001 ............... .1 1.1 2.5 4.6 7.2 8.4 6.4 3.4 1.5 .7 .3 36.2

2002 ............... .1 1.1 2.6 4.6 7.0 8.4 6.7 3.4 1.6 .7 .3 36.5

2003 ............... .1 1.1 2.5 4.3 6.4 8.0 6.6 3.4 1.4 .7 .2 34.7

2004 ............... .1 1.0 2.5 4.6 6.4 8.1 6.8 3.5 1.5 .7 .3 35.5

2005 ............... .1 1.0 2.5 4.5 6.5 8.0 6.7 3.4 1.5 .7 .2 35.0

2006 ............... .1 1.0 2.5 4.4 6.4 8.0 6.6 3.4 1.5 .7 .2 34.8

2007 ............... .1 1.0 2.5 4.4 6.4 7.9 6.6 3.4 1.5 .7 .3 34.7

2008 ............... .1 1.0 2.5 4.4 6.4 7.9 6.6 3.4 1.5 .7 .3 34.6

2009 ............... .1 1.0 2.4 4.4 6.3 7.9 6.5 3.4 1.4 .7 .3 34.5

2010 ............... .1 1.0 2.4 4.4 6.3 7.8 6.5 3.3 1.4 .7 .3 34.3

2011 ............... .1 1.0 2.4 4.3 6.3 7.8 6.5 3.3 1.4 .7 .3 34.2

2012 ............... .1 1.0 2.4 4.3 6.3 7.8 6.5 3.3 1.4 .7 .3 34.2

2013 ............... .1 1.0 2.4 4.3 6.3 7.8 6.5 3.3 1.4 .7 .3 34.2

2014 ............... .1 1.0 2.4 4.3 6.3 7.8 6.5 3.3 1.4 .7 .3 34.1

Young widowers

1980 ............... 1/ .4 .7 .9 1.2 1.3 1.3 1.2 .7 .2 1/ 7.9

1985 ............... 1/ .1 .4 .8 1.1 .9 .8 .5 .3 .2 1/ 5.3

1990 ............... 1/ .1 .4 .8 .9 1.0 .7 .4 .2 .1 1/ 4.6

1995 ............... 1/ .1 .3 .6 1.0 1.1 .9 .4 .2 .1 1/ 4.7

1996 ............... 1/ .1 .2 .5 .8 .9 .8 .5 .2 .1 1/ 4.1

1997 ............... 1/ .1 .2 .4 .6 .9 .7 .4 .2 .1 1/ 3.6

1998 ............... 1/ 1/ .2 .4 .7 .9 .7 .4 .2 .1 1/ 3.8

1999 ............... 1/ 1/ .2 .4 .6 .9 .8 .5 .2 .1 1/ 3.8

2000 ............... 1/ .1 .2 .4 .7 .9 .8 .5 .2 .1 1/ 3.8

2001 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.1

2002 ............... 1/ .1 .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.3

2003 ............... 1/ 1/ .2 .4 .7 1.0 1.0 .6 .3 .1 1/ 4.5

2004 ............... 1/ .1 .2 .4 .7 1.0 1.0 .7 .3 .1 1/ 4.5

2005 ............... 1/ .1 .2 .4 .7 1.0 1.0 .6 .3 .1 1/ 4.4

2006 ............... 1/ .1 .2 .4 .7 1.0 1.0 .6 .3 .1 1/ 4.4

2007 ............... 1/ .1 .2 .4 .7 1.0 1.0 .6 .3 .1 1/ 4.4

2008 ............... 1/ 1/ .2 .4 .7 1.0 1.0 .6 .3 .1 1/ 4.4

2009 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.4

2010 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.3

2011 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.3

2012 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.3

2013 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.3

2014 ............... 1/ 1/ .2 .4 .7 1.0 .9 .6 .3 .1 1/ 4.3

Total

1980 ............... .6 5.0 9.1 13.0 16.0 17.2 17.3 15.9 10.0 3.3 .3 107.8

1985 ............... .3 3.3 7.7 11.3 14.0 12.7 9.9 7.0 4.0 1.9 .3 72.2

1990 ............... .2 2.3 6.0 10.1 11.9 11.1 7.2 4.4 2.4 1.3 .3 57.2

1995 ............... .2 1.7 4.3 8.1 11.3 10.9 7.7 3.8 1.9 1.1 .3 51.3

1996 ............... .1 1.5 3.8 7.2 10.6 10.3 7.3 3.9 1.9 1.0 .3 47.7

1997 ............... .1 1.3 3.3 6.0 9.1 9.4 6.8 3.8 1.8 1.0 .3 42.9

1998 ............... .1 1.3 3.2 5.5 8.7 9.4 6.8 3.8 1.7 .9 .3 41.9

1999 ............... .1 1.2 2.9 5.3 8.4 9.5 7.1 4.0 1.8 .9 .3 41.3

2000 ............... .1 1.2 2.8 4.9 8.0 9.2 7.0 3.9 1.7 .8 .3 39.7

2001 ............... .1 1.1 2.7 5.1 7.9 9.4 7.3 3.9 1.7 .8 .3 40.3

2002 ............... .1 1.2 2.8 5.0 7.7 9.4 7.6 4.0 1.9 .8 .3 40.8

2003 ............... .1 1.1 2.7 4.7 7.2 9.0 7.6 4.0 1.8 .8 .2 39.2

2004 ............... .1 1.1 2.7 5.0 7.1 9.1 7.8 4.2 1.8 .8 .3 40.0

2005 ............... .1 1.1 2.7 4.9 7.2 9.0 7.6 4.1 1.8 .8 .2 39.4

2006 ............... .1 1.1 2.7 4.9 7.1 9.0 7.6 4.0 1.8 .8 .2 39.2

2007 ............... .1 1.1 2.7 4.8 7.1 8.9 7.6 4.0 1.8 .8 .3 39.1

2008 ............... .1 1.1 2.7 4.8 7.1 8.9 7.5 4.0 1.8 .8 .3 39.0

2009 ............... .1 1.1 2.7 4.8 7.0 8.9 7.5 4.0 1.8 .8 .3 38.8

2010 ............... .1 1.1 2.6 4.8 7.0 8.8 7.5 4.0 1.7 .8 .3 38.7

2011 ............... .1 1.1 2.6 4.8 7.0 8.8 7.4 4.0 1.7 .8 .3 38.5

2012 ............... .1 1.1 2.6 4.8 7.0 8.8 7.4 4.0 1.7 .8 .3 38.5

2013 ............... .1 1.1 2.6 4.8 7.0 8.8 7.4 4.0 1.7 .8 .3 38.5

2014 ............... .1 1.1 2.6 4.8 7.0 8.8 7.4 4.0 1.7 .8 .3 38.5

1 Fewer than 50.
OASI Numbers

127

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B63.—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, 1980-2014)

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

1981........... 3.256 5.826 7.120 8.106 8.431 10.084 13.427 11.896 11.502 8.078 9.317 10.265

1982........... 4.138 7.157 8.619 9.932 10.582 12.559 14.188 14.314 13.730 9.385 10.920 12.074

1983........... 3.704 7.048 8.510 9.949 10.390 12.300 14.213 14.353 14.975 9.827 9.117 11.743

1984........... 5.133 7.281 9.215 10.643 11.452 13.443 15.363 15.290 15.643 9.966 8.458 12.603

1985........... 5.896 7.112 9.242 10.151 11.240 13.569 15.295 15.386 15.650 9.830 7.771 12.465

1986........... 6.868 7.812 9.718 10.797 12.067 14.395 15.965 15.631 16.123 10.462 8.160 13.078

1987........... 5.714 8.379 10.931 12.585 13.880 16.297 17.998 17.281 17.073 10.959 9.130 14.705

1988........... 8.625 9.359 11.226 12.601 14.226 16.463 18.239 17.587 17.531 10.985 8.971 14.933

1989........... 7.022 8.787 10.939 12.210 13.765 16.482 17.768 17.587 17.492 10.538 7.242 14.648

1990........... 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/ 1/

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........... 5.316 12.331 17.169 21.097 23.698 24.295 24.476 23.578 19.820 12.815 17.794 22.526

2006........... 5.458 12.304 17.189 21.082 23.691 24.294 24.474 23.576 19.821 12.834 16.809 22.498

2007........... 5.469 12.330 17.196 21.070 23.702 24.291 24.475 23.568 19.850 12.877 15.659 22.470

2008........... 5.469 12.317 17.190 21.064 23.711 24.292 24.472 23.560 19.855 12.889 15.105 22.445

2009........... 5.469 12.318 17.196 21.064 23.712 24.292 24.472 23.553 19.862 12.865 15.427 22.436

2010........... 5.469 12.322 17.193 21.060 23.706 24.294 24.472 23.556 19.857 12.853 15.157 22.419

2011........... 5.469 12.319 17.194 21.068 23.703 24.294 24.471 23.547 19.855 12.853 15.001 22.405

2012........... 5.470 12.320 17.188 21.068 23.700 24.294 24.471 23.545 19.853 12.879 14.972 22.396

2013........... 5.471 12.319 17.189 21.066 23.700 24.293 24.471 23.542 19.847 12.885 15.186 22.391

2014........... 5.470 12.319 17.188 21.067 23.699 24.293 24.472 23.542 19.845 12.891 15.113 22.383

Young widowers

1980........... 2/ 43.265 39.457 32.736 22.355 24.899 28.808 35.769 36.286 36.564 18.182 30.800

1981........... 2/ 45.420 39.685 33.451 26.092 27.087 31.385 37.563 39.537 37.612 25.714 32.799

1982........... 2/ 47.037 40.593 34.437 29.066 28.916 33.903 39.561 42.901 39.077 28.571 34.765

1983........... 2/ 45.185 39.509 34.943 29.160 28.350 33.358 38.130 39.481 38.472 40.625 33.518

1984........... 2/ 44.167 43.804 37.689 32.020 31.645 37.291 41.027 40.492 41.873 37.931 36.368

1985........... 2/ 45.946 42.696 37.862 33.989 32.340 38.380 41.399 42.895 41.069 33.333 37.108

1986........... 2/ 45.161 45.075 41.421 37.433 36.650 40.611 44.204 44.334 41.029 33.333 40.117

1987........... 2/ 42.105 46.457 43.245 40.813 38.877 42.591 47.989 46.751 43.692 38.235 42.513

1988........... 2/ 42.188 44.242 43.206 40.724 38.273 42.111 48.601 46.039 44.240 48.718 42.149

1989........... 2/ 45.294 40.906 42.473 39.443 38.652 40.527 45.801 46.741 44.681 46.809 41.110

1990........... 2/ 24.845 32.884 37.660 39.598 41.541 44.410 48.151 49.038 53.420 52.941 41.714

1991........... 2/ 37.500 42.810 41.125 38.892 39.130 39.611 43.826 43.417 41.611 48.718 40.292

1992........... 2/ 37.063 37.132 37.125 37.134 37.119 37.127 37.102 42.833 42.802 43.860 37.515

1993........... 2/ 34.932 35.010 34.946 34.930 34.944 34.943 34.954 40.854 40.598 41.379 35.333

1994........... 2/ 31.944 37.143 33.018 33.757 33.734 34.635 38.308 37.280 40.000 55.882 34.774

1995........... 2/ 34.127 32.653 35.799 33.595 34.326 36.540 36.864 37.118 42.045 50.000 35.327

1996........... 2/ 45.614 50.401 51.803 52.078 54.158 54.392 49.464 44.333 42.248 59.524 52.026

1997........... 2/ 40.708 50.693 52.427 54.184 53.733 53.103 48.501 43.475 44.603 67.442 51.997

1998........... 2/ 32.558 51.655 52.947 54.207 54.424 53.138 49.436 44.479 41.903 72.973 52.298

1999........... 2/ 42.857 48.068 54.413 54.677 54.894 51.478 49.374 43.361 41.837 73.913 52.118

2000........... 2/ 38.835 52.412 53.656 55.198 53.958 52.404 48.472 44.801 40.449 69.231 52.016

2001........... 2/ 44.000 45.745 54.983 52.919 53.418 51.368 47.151 44.204 37.546 78.723 50.854

2002........... 2/ 36.893 42.294 51.239 50.930 50.568 49.365 44.949 40.053 36.641 94.595 48.240

2003........... 2/ 30.769 39.570 47.684 50.318 48.892 48.312 44.025 40.316 34.397 74.286 46.802

2004........... 2/ 33.673 39.874 48.124 48.842 49.033 47.478 45.701 38.933 34.310 79.412 46.551

2005........... 2/ 32.501 39.590 47.990 48.869 49.033 47.493 45.689 38.840 34.615 67.721 46.475

2006........... 2/ 32.744 39.805 47.906 48.829 49.033 47.484 45.726 38.833 34.697 64.008 46.430

2007........... 2/ 32.706 39.905 47.834 48.826 49.032 47.495 45.683 38.853 34.536 60.348 46.397

2008........... 2/ 32.892 39.872 47.800 48.817 49.036 47.474 45.690 38.852 34.503 58.434 46.374

2009........... 2/ 32.919 39.887 47.875 48.807 49.040 47.482 45.665 38.850 34.617 60.512 46.373

2010........... 2/ 32.881 39.815 47.903 48.828 49.036 47.475 45.668 38.859 34.701 60.598 46.368

2011........... 2/ 32.880 39.832 47.881 48.834 49.041 47.483 45.671 38.869 34.669 59.941 46.363

2012........... 2/ 32.879 39.839 47.900 48.836 49.038 47.477 45.674 38.852 34.688 60.068 46.361

2013........... 2/ 32.878 39.839 47.919 48.839 49.036 47.484 45.675 38.851 34.670 60.613 46.362

2014........... 2/ 32.878 39.840 47.902 48.831 49.037 47.484 45.667 38.841 34.671 60.529 46.356

1 Data not reliable. 2 In force counts are too small to yield meaningful withheld rates.
Benefit Payments

128

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B64.—Young Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980 .......... 1/ 0.8 2.8 5.5 7.1 9.5 16.0 11.8 7.4 2.0 1/ 62.9

1985 .......... 1/ .6 3.1 6.4 9.2 10.0 8.8 6.6 4.1 1.6 1/ 50.4

1990 .......... -0.2 -.7 .2 4.6 11.1 13.4 9.9 6.4 3.8 2.6 0.4 51.5

1995 .......... 1/ .3 1.9 5.6 9.3 10.8 8.9 4.7 2.8 1.4 .1 45.8

1996 .......... 1/ .4 2.4 7.7 14.2 16.4 12.3 5.8 2.9 1.4 .1 63.6

1997 .......... 1/ .4 2.4 7.2 13.8 16.1 12.2 5.9 2.7 1.4 .1 62.3

1998 .......... 1/ .4 2.4 7.1 13.5 16.0 12.0 6.0 2.7 1.4 .1 61.6

1999 .......... 1/ .4 2.3 6.7 13.0 15.6 12.0 6.1 2.7 1.3 .2 60.1

2000 .......... 1/ .4 2.2 6.4 12.4 15.2 12.1 6.2 2.6 1.3 .2 58.9

2001 .......... 1/ .4 2.0 6.0 11.6 14.5 11.9 6.0 2.6 1.2 .2 56.4

2002 .......... 1/ .4 1.8 5.5 10.7 13.4 11.4 5.9 2.6 1.1 .1 53.0

2003 .......... 1/ .3 1.8 5.4 9.8 12.8 11.1 5.8 2.6 1.1 .2 50.8

2004 .......... 1/ .3 1.8 5.3 9.5 12.6 10.9 6.0 2.5 1.2 .2 50.3

2005 .......... 1/ .3 1.8 5.0 9.2 12.0 10.8 6.0 2.5 1.2 .2 49.1

2006 .......... 1/ .3 1.8 4.9 9.0 11.5 10.6 6.0 2.5 1.1 .3 48.0

2007 .......... 1/ .3 1.8 4.8 8.8 11.1 10.4 6.0 2.4 1.1 .3 47.0

2008 .......... 1/ .3 1.7 4.8 8.6 10.7 10.2 6.0 2.4 1.1 .3 46.2

2009 .......... 1/ .3 1.7 4.7 8.4 10.5 10.0 5.9 2.4 1.1 .3 45.4

2010 .......... 1/ .3 1.7 4.7 8.3 10.3 9.8 5.9 2.5 1.1 .3 44.8

2011 .......... 1/ .3 1.7 4.7 8.2 10.2 9.6 5.8 2.5 1.1 .3 44.2

2012 .......... 1/ .3 1.7 4.7 8.1 10.1 9.4 5.7 2.4 1.1 .3 43.7

2013 .......... 1/ .3 1.7 4.6 8.1 10.0 9.2 5.6 2.4 1.1 .3 43.4

2014 .......... 1/ .3 1.7 4.6 8.1 9.9 9.1 5.6 2.4 1.1 .3 43.0

Young widowers

1980 .......... 1/ .1 .5 .9 .8 .9 1.2 1.4 1.0 .4 1/ 7.1

1985 .......... 1/ .1 .7 1.5 2.1 1.9 1.7 1.2 .8 .3 1/ 10.3

1990 .......... 1/ 1/ .4 1.5 2.5 2.7 1.9 1.2 .7 .3 1/ 11.1

1995 .......... 1/ 1/ .3 .9 1.7 2.0 1.7 .9 .5 .2 1/ 8.3

1996 .......... 1/ .1 .4 1.3 2.5 3.0 2.5 1.2 .5 .2 1/ 11.7

1997 .......... 1/ 1/ .4 1.1 2.4 2.9 2.4 1.2 .5 .2 1/ 11.2

1998 .......... 1/ 1/ .4 1.0 2.3 2.9 2.3 1.3 .6 .2 1/ 11.0

1999 .......... 1/ 1/ .3 1.0 2.2 2.9 2.3 1.4 .5 .2 1/ 10.8

2000 .......... 1/ 1/ .3 .9 2.0 2.8 2.4 1.4 .6 .2 1/ 10.6

2001 .......... 1/ 1/ .3 1.0 1.8 2.7 2.4 1.4 .6 .2 1/ 10.4

2002 .......... 1/ 1/ .2 .9 1.7 2.5 2.4 1.3 .6 .2 1/ 9.9

2003 .......... 1/ 1/ .2 .8 1.7 2.4 2.3 1.4 .6 .2 1/ 9.7

2004 .......... 1/ 1/ .3 .8 1.6 2.4 2.3 1.4 .6 .2 1/ 9.6

2005 .......... 1/ 1/ .3 .8 1.6 2.3 2.3 1.5 .7 .2 1/ 9.6

2006 .......... 1/ 1/ .3 .8 1.6 2.3 2.3 1.5 .7 .2 1/ 9.6

2007 .......... 1/ 1/ .3 .8 1.6 2.2 2.2 1.5 .7 .2 1/ 9.6

2008 .......... 1/ 1/ .3 .8 1.6 2.2 2.2 1.5 .7 .2 1/ 9.5

2009 .......... 1/ 1/ .3 .8 1.6 2.2 2.2 1.5 .7 .2 1/ 9.5

2010 .......... 1/ 1/ .3 .8 1.6 2.2 2.2 1.5 .7 .2 1/ 9.5

2011 .......... 1/ 1/ .3 .8 1.5 2.2 2.2 1.5 .7 .2 1/ 9.4

2012 .......... 1/ 1/ .3 .8 1.5 2.2 2.1 1.5 .7 .2 1/ 9.4

2013 .......... 1/ 1/ .3 .8 1.5 2.2 2.1 1.5 .7 .2 1/ 9.4

2014 .......... 1/ 1/ .3 .8 1.5 2.2 2.1 1.5 .7 .2 1/ 9.3

Total

1980 .......... .1 .9 3.3 6.3 7.8 10.4 17.2 13.2 8.4 2.3 1/ 70.0

1985 .......... 1/ .7 3.8 8.0 11.3 11.8 10.4 7.8 4.9 1.9 1/ 60.7

1990 .......... -.2 -.6 .6 6.1 13.5 16.0 11.7 7.5 4.5 2.9 .4 62.6

1995 .......... 1/ .4 2.1 6.5 11.0 12.8 10.6 5.6 3.2 1.6 .1 54.1

1996 .......... 1/ .4 2.8 8.9 16.7 19.5 14.8 7.0 3.4 1.6 .2 75.4

1997 .......... 1/ .4 2.8 8.3 16.2 19.0 14.6 7.1 3.3 1.6 .2 73.5

1998 .......... 1/ .4 2.8 8.1 15.7 18.8 14.4 7.3 3.2 1.6 .2 72.6

1999 .......... 1/ .4 2.6 7.6 15.1 18.4 14.3 7.5 3.2 1.5 .2 70.9

2000 .......... 1/ .4 2.5 7.4 14.4 18.0 14.4 7.6 3.2 1.5 .2 69.6

2001 .......... 1/ .4 2.2 7.0 13.4 17.1 14.3 7.4 3.2 1.4 .2 66.7

2002 .......... 1/ .4 2.1 6.4 12.4 15.9 13.7 7.2 3.2 1.3 .2 62.9

2003 .......... 1/ .3 2.1 6.2 11.5 15.2 13.4 7.1 3.2 1.3 .2 60.5

2004 .......... 1/ .4 2.1 6.1 11.1 15.0 13.2 7.4 3.2 1.4 .2 59.9

2005 .......... 1/ .3 2.1 5.8 10.7 14.3 13.1 7.5 3.2 1.4 .3 58.7

2006 .......... 1/ .3 2.1 5.7 10.5 13.8 12.9 7.5 3.1 1.4 .3 57.6

2007 .......... 1/ .3 2.0 5.6 10.4 13.3 12.6 7.5 3.1 1.4 .3 56.6

2008 .......... 1/ .3 2.0 5.6 10.2 12.9 12.4 7.5 3.1 1.3 .3 55.7

2009 .......... 1/ .3 2.0 5.5 10.0 12.7 12.2 7.4 3.1 1.3 .3 54.9

2010 .......... 1/ .3 2.0 5.5 9.9 12.5 11.9 7.3 3.1 1.3 .3 54.2

2011 .......... 1/ .3 2.0 5.5 9.7 12.4 11.7 7.3 3.1 1.3 .3 53.6

2012 .......... 1/ .3 1.9 5.5 9.7 12.3 11.5 7.2 3.1 1.3 .3 53.1

2013 .......... 1/ .3 1.9 5.4 9.6 12.2 11.4 7.1 3.1 1.3 .3 52.7

2014 .......... 1/ .3 1.9 5.4 9.6 12.1 11.3 7.1 3.1 1.3 .3 52.4

1 Fewer than 50.
OASI Numbers

129

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B65.—Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 17-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-64 65-66 Total

Young widows

1980........... 0.9 12.0 34.5 61.8 80.5 90.6 95.4 91.2 58.6 20.9 0.3 546.8

1985........... .4 8.3 30.7 57.0 72.6 63.4 48.5 36.1 22.1 14.7 .5 354.2

1990........... .5 6.5 25.3 53.1 61.6 54.7 36.2 22.8 14.9 12.2 .6 288.4

1995........... .2 4.2 16.0 40.1 58.9 54.6 38.6 21.3 12.8 11.3 1.8 259.8

1996........... .2 3.6 14.1 34.5 51.4 48.1 34.3 20.3 12.2 10.9 1.7 231.3

1997........... .2 3.1 13.1 30.7 48.4 46.8 33.4 20.2 12.0 10.4 1.7 219.9

1998........... .2 2.9 12.0 27.5 45.4 45.9 33.1 20.0 11.7 10.1 1.7 210.6

1999........... .1 2.8 10.9 25.1 42.9 44.9 33.3 19.8 11.3 9.6 1.7 202.5

2000........... .1 2.6 10.0 22.9 40.1 43.8 33.3 19.4 10.9 9.2 .7 193.2

2001........... .1 2.5 9.3 22.0 37.3 42.9 33.5 19.3 10.8 8.9 .6 187.4

2002........... .1 2.6 9.1 21.4 34.8 42.4 34.1 19.2 10.8 8.8 .4 183.5

2003........... .1 2.4 9.0 20.6 32.7 41.1 34.3 19.4 10.5 8.5 .7 179.2

2004........... .1 2.3 8.8 19.6 30.6 39.2 33.7 19.3 10.3 8.1 .7 172.8

2005........... .1 2.3 8.7 18.9 29.5 37.4 33.5 19.4 10.2 7.9 1.1 168.7

2006........... .1 2.2 8.6 18.3 28.9 35.9 32.8 19.4 10.0 7.8 1.3 165.2

2007........... .1 2.2 8.5 18.1 28.2 34.5 32.1 19.4 9.9 7.6 1.5 162.2

2008........... .1 2.2 8.4 17.9 27.7 33.4 31.5 19.3 9.9 7.5 1.8 159.5

2009........... .1 2.2 8.3 17.8 27.2 32.6 30.8 19.1 9.9 7.4 1.6 157.0

2010........... .1 2.1 8.3 17.6 26.7 32.1 30.1 19.0 9.9 7.4 1.6 154.9

2011........... .1 2.1 8.2 17.6 26.3 31.7 29.5 18.8 9.9 7.3 1.6 153.1

2012........... .1 2.1 8.2 17.5 26.2 31.4 29.0 18.5 9.9 7.2 1.6 151.6

2013........... .1 2.1 8.1 17.3 26.0 31.1 28.5 18.3 9.8 7.2 1.6 150.3

2014........... .1 2.1 8.1 17.3 25.9 30.8 28.2 18.1 9.8 7.2 1.6 149.2

Young widowers

1980........... 1/ .1 .8 1.8 2.7 2.8 2.9 2.5 1.7 .7 1/ 16.0

1985........... 1/ .1 1.0 2.5 4.0 3.9 2.7 1.8 1.1 .4 1/ 17.5

1990........... 1/ .1 .8 2.4 3.8 3.8 2.3 1.2 .7 .3 1/ 15.5

1995........... 1/ .1 .6 1.7 3.4 3.9 3.0 1.5 .8 .3 1/ 15.2

1996........... 1/ .1 .4 1.2 2.3 2.6 2.1 1.3 .7 .3 1/ 10.8

1997........... 1/ .1 .4 1.0 2.0 2.5 2.1 1.3 .7 .3 1/ 10.3

1998........... 1/ .1 .3 .9 1.9 2.4 2.0 1.3 .7 .3 1/ 10.0

1999........... 1/ 1/ .3 .8 1.8 2.4 2.2 1.4 .7 .3 1/ 9.9

2000........... 1/ .1 .3 .8 1.6 2.4 2.2 1.5 .7 .3 1/ 9.8

2001........... 1/ .1 .3 .8 1.6 2.3 2.2 1.5 .8 .3 1/ 10.0

2002........... 1/ .1 .3 .8 1.6 2.4 2.4 1.6 .9 .3 1/ 10.6

2003........... 1/ .1 .4 .9 1.6 2.5 2.5 1.7 .9 .4 1/ 11.0

2004........... 1/ .1 .4 .9 1.7 2.5 2.5 1.7 1.0 .4 1/ 11.1

2005........... 1/ .1 .4 .9 1.7 2.4 2.5 1.8 1.0 .4 1/ 11.1

2006........... 1/ .1 .4 .9 1.7 2.4 2.5 1.8 1.0 .4 1/ 11.1

2007........... 1/ .1 .4 .9 1.7 2.3 2.5 1.8 1.0 .4 1/ 11.1

2008........... 1/ .1 .4 .9 1.7 2.3 2.5 1.8 1.1 .4 1/ 11.0

2009........... 1/ .1 .4 .9 1.6 2.3 2.4 1.8 1.1 .4 1/ 11.0

2010........... 1/ .1 .4 .9 1.6 2.3 2.4 1.8 1.1 .4 1/ 10.9

2011........... 1/ .1 .4 .9 1.6 2.3 2.4 1.8 1.1 .4 1/ 10.9

2012........... 1/ .1 .4 .9 1.6 2.3 2.4 1.8 1.1 .4 1/ 10.9

2013........... 1/ .1 .4 .9 1.6 2.3 2.4 1.7 1.1 .4 1/ 10.8

2014........... 1/ .1 .4 .9 1.6 2.3 2.4 1.7 1.1 .4 1/ 10.8

Total

1980........... .9 12.2 35.3 63.6 83.2 93.4 98.3 93.8 60.3 21.6 .3 562.8

1985........... .4 8.4 31.6 59.5 76.7 67.3 51.2 37.8 23.2 15.1 .5 371.7

1990........... .5 6.6 26.2 55.5 65.4 58.5 38.5 24.1 15.6 12.5 .6 303.9

1995........... .2 4.3 16.6 41.8 62.2 58.5 41.6 22.8 13.6 11.6 1.8 275.0

1996........... .2 3.7 14.5 35.6 53.7 50.6 36.4 21.6 12.9 11.2 1.7 242.1

1997........... .2 3.2 13.4 31.7 50.4 49.3 35.5 21.6 12.7 10.6 1.7 230.2

1998........... .2 3.0 12.4 28.4 47.3 48.3 35.1 21.3 12.5 10.3 1.7 220.6

1999........... .1 2.9 11.2 25.9 44.6 47.3 35.4 21.2 12.0 9.9 1.8 212.4

2000........... .1 2.7 10.3 23.7 41.7 46.2 35.5 20.9 11.6 9.5 .7 203.1

2001........... .1 2.6 9.7 22.8 38.9 45.3 35.7 20.9 11.6 9.2 .6 197.4

2002........... .1 2.6 9.4 22.2 36.4 44.8 36.5 20.8 11.7 9.1 .5 194.1

2003........... .1 2.5 9.3 21.4 34.3 43.6 36.8 21.1 11.4 8.9 .7 190.3

2004........... .1 2.4 9.2 20.5 32.2 41.7 36.3 21.0 11.3 8.5 .8 183.8

2005........... .1 2.3 9.1 19.7 31.2 39.9 36.0 21.1 11.2 8.2 1.1 179.8

2006........... .1 2.3 9.0 19.1 30.5 38.3 35.3 21.2 11.1 8.2 1.3 176.3

2007........... .1 2.2 8.9 18.9 29.9 36.9 34.6 21.2 10.9 8.1 1.6 173.2

2008........... .1 2.2 8.8 18.8 29.4 35.7 33.9 21.1 10.9 7.9 1.8 170.6

2009........... .1 2.2 8.7 18.6 28.8 34.9 33.3 20.9 10.9 7.8 1.6 168.0

2010........... .1 2.2 8.7 18.5 28.3 34.4 32.6 20.8 11.0 7.8 1.6 165.8

2011........... .1 2.2 8.6 18.4 27.9 34.0 31.9 20.5 11.0 7.7 1.7 164.0

2012........... .1 2.2 8.5 18.3 27.8 33.7 31.3 20.3 10.9 7.6 1.7 162.4

2013........... .1 2.2 8.5 18.2 27.7 33.4 30.9 20.1 10.9 7.6 1.6 161.1

2014........... .1 2.2 8.5 18.2 27.6 33.1 30.6 19.9 10.8 7.6 1.6 160.1

1 Fewer than 50.
Benefit Payments

130

Sources:

• Numbers of minor and disabled children of retired workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor child of retired worker

under age 16 and disabled child of retired worker awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of

December figures (excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B66.—Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Minor and

disabled children

of retired workers 1

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1980 ............... 511.1 40.683 207.9 ... 5.658 11.8 196.2 ...

1981 ............... 498.9 39.951 199.3 ... 6.198 12.4 187.0 ...

1982 ............... 490.3 37.349 183.1 ... 6.801 12.5 170.7 ...

1983 ............... 360.4 36.359 131.1 ... 7.665 10.0 121.0 ...

1984 ............... 359.6 33.635 121.0 ... 7.954 9.6 111.3 ...

1985 ............... 362.4 31.997 116.0 ... 7.580 8.8 107.2 ...

1986 ............... 365.9 30.338 111.0 ... 7.627 8.5 102.5 ...

1987 ............... 369.0 28.761 106.1 ... 8.676 9.2 96.9 ...

1988 ............... 373.1 26.469 98.8 ... 8.864 8.8 90.0 ...

1989 ............... 377.3 25.675 96.9 ... 8.504 8.2 88.6 ...

1990 ............... 385.8 24.335 93.9 ... 7.237 6.8 87.1 ...

1991 ............... 395.9 23.154 91.7 ... 8.152 7.5 84.2 ...

1992 ............... 408.8 22.150 90.6 ... 8.735 7.9 82.7 ...

1993 ............... 419.6 21.150 88.7 ... 8.745 7.8 81.0 ...

1994 ............... 427.4 19.986 85.4 ... 8.329 7.1 78.3 ...

1995 ............... 434.0 18.994 82.4 ... 8.584 7.1 75.4 ...

1996 ............... 438.4 17.929 78.6 ... 16.590 13.0 65.6 ...

1997 ............... 441.9 16.797 74.2 ... 17.279 12.8 61.4 ...

1998 ............... 444.8 15.829 70.4 ... 17.928 12.6 57.8 ...

1999 ............... 450.1 14.970 67.4 ... 18.042 12.2 55.2 ...

2000 ............... 463.2 14.445 66.9 ... 17.082 11.4 55.5 ...

2001 ............... 470.1 13.765 64.7 ... 16.891 10.9 53.8 ...

2002 ............... 481.8 13.038 62.8 ... 16.224 10.2 52.6 ...

2003 ............... 486.0 12.596 61.2 ... 16.030 9.8 51.4 ...

2004 ............... 489.1 12.121 59.3 ... 16.282 9.7 49.6 ...

2005-II ........... 492.4 12.301 60.6 0.011 16.718 10.1 50.4 0.007

2005-IV.......... 491.7 11.852 58.3 ... 16.241 9.5 48.8 ...

2006-II ........... 494.2 12.061 59.6 .011 16.681 9.9 49.7 .007

2006-IV.......... 492.9 11.652 57.4 ... 16.207 9.3 48.1 ...

2007-II ........... 495.4 11.881 58.9 .011 16.639 9.8 49.1 .007

2007-IV.......... 494.0 11.501 56.8 ... 16.157 9.2 47.6 ...

2008-II ........... 496.5 11.740 58.3 .011 16.594 9.7 48.6 .007

2008-IV.......... 495.0 11.378 56.3 ... 16.116 9.1 47.2 ...

2009-II ........... 497.7 11.600 57.7 .011 16.569 9.6 48.2 .007

2009-IV.......... 496.5 11.228 55.7 ... 16.106 9.0 46.8 ...

2010-II ........... 499.1 11.465 57.2 .011 16.559 9.5 47.8 .007

2010-IV.......... 497.8 11.115 55.3 ... 16.096 8.9 46.4 ...

2011-II ........... 500.6 11.360 56.9 .011 16.545 9.4 47.5 .007

2011-IV.......... 499.4 11.022 55.0 ... 16.080 8.9 46.2 ...

2012-II ........... 502.3 11.270 56.6 .011 16.533 9.4 47.3 .007

2012-IV.......... 501.2 10.941 54.8 ... 16.071 8.8 46.0 ...

2013-II ........... 504.3 11.194 56.5 .011 16.527 9.3 47.1 .007

2013-IV.......... 503.3 10.875 54.7 ... 16.068 8.8 45.9 ...

2014-II ........... 506.4 11.135 56.4 .011 16.523 9.3 47.1 .007

2014-IV.......... 505.4 10.825 54.7 ... 16.062 8.8 45.9 ...

1 1982 and earlier includes all minor and disabled children of retired workers; 1983 and later includes minor children under age 16 and all disabled children of retired workers.
OASI Numbers

131

Sources:

• Numbers of minor and disabled children of retired workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor child of retired worker

under age 16 and disabled child of retired worker awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of

December figures (excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B67.—Young Husbands 1 of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1983-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Minor and

disabled children

of retired workers 2

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1983................ 360.4 0.021 0.1 ... 8.108 3/ 0.1 ...

1984................ 359.6 .049 .2 ... 10.227 3/ .2 ...

1985................ 362.4 .047 .2 ... 10.465 3/ .2 ...

1986................ 365.9 .042 .2 ... 11.039 3/ .1 ...

1987................ 369.0 .037 .1 ... 9.420 3/ .1 ...

1988................ 373.1 .036 .1 ... 15.789 3/ .1 ...

1989................ 377.3 .032 .1 ... 18.852 3/ .1 ...

1990................ 385.8 .031 .1 ... 11.765 3/ .1 ...

1991................ 395.9 .032 .1 ... 12.000 3/ .1 ...

1992................ 408.8 .029 .1 ... 12.712 3/ .1 ...

1993................ 419.6 .025 .1 ... 9.524 3/ .1 ...

1994................ 427.4 .022 .1 ... 11.702 3/ .1 ...

1995................ 434.0 .021 .1 ... 15.217 3/ .1 ...

1996................ 438.4 .020 .1 ... 20.690 3/ .1 ...

1997................ 441.9 .018 .1 ... 24.051 3/ .1 ...

1998................ 444.8 .020 .1 ... 25.287 3/ .1 ...

1999................ 450.1 .020 .1 ... 26.136 3/ .1 ...

2000................ 463.2 .019 .1 ... 30.337 3/ .1 ...

2001................ 470.1 .019 .1 ... 30.337 3/ .1 ...

2002................ 481.8 .017 .1 ... 33.333 3/ .1 ...

2003................ 486.0 .016 .1 ... 22.500 3/ .1 ...

2004................ 489.1 .019 .1 ... 26.596 .1 ...

2005-II............ 492.4 .023 .1 0.006 27.290 3/ .1 -0.008

2005-IV ......... 491.7 .019 .1 ... 25.532 3/ .1 ...

2006-II............ 494.2 .022 .1 .006 25.980 3/ .1 -.008

2006-IV ......... 492.9 .019 .1 ... 23.913 3/ .1 ...

2007-II............ 495.4 .022 .1 .006 25.841 3/ .1 -.008

2007-IV ......... 494.0 .018 .1 ... 25.275 3/ .1 ...

2008-II............ 496.5 .022 .1 .006 26.643 3/ .1 -.008

2008-IV ......... 495.0 .019 .1 ... 25.532 3/ .1 ...

2009-II............ 497.7 .023 .1 .006 26.244 3/ .1 -.008

2009-IV ......... 496.5 .019 .1 ... 24.468 3/ .1 ...

2010-II............ 499.1 .022 .1 .006 25.850 3/ .1 -.008

2010-IV ......... 497.8 .019 .1 ... 24.731 3/ .1 ...

2011-II............ 500.6 .022 .1 .006 25.980 3/ .1 -.008

2011-IV ......... 499.4 .019 .1 ... 24.731 3/ .1 ...

2012-II............ 502.3 .022 .1 .006 26.376 3/ .1 -.008

2012-IV ......... 501.2 .019 .1 ... 25.532 3/ .1 ...

2013-II............ 504.3 .022 .1 .006 26.767 3/ .1 -.008

2013-IV ......... 503.3 .019 .1 ... 25.532 3/ .1 ...

2014-II............ 506.4 .022 .1 .006 26.244 3/ .1 -.008

2014-IV ......... 505.4 .019 .1 ... 24.468 3/ .1 ...

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Includes minor children under age 16 and all disabled children of retired workers. 3 Fewer than 50.
Benefit Payments

132

Sources:

• Numbers of minor and disabled children of deceased workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor survivor child under age

16 and disabled survivor child awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of December figures

(excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B68.—Mother Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Minor and

disabled children of

deceased workers 1

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1980 ............... 2,170.2 28.095 609.7 ... 10.314 62.9 546.8 ...

1981 ............... 2,103.4 28.085 590.7 ... 10.265 60.6 530.1 ...

1982 ............... 2,042.3 27.644 564.6 ... 12.074 68.2 496.4 ...

1983 ............... 1,501.0 28.905 433.9 ... 11.743 50.9 382.9 ...

1984 ............... 1,475.7 28.310 417.8 ... 12.603 52.6 365.1 ...

1985 ............... 1,454.2 27.825 404.6 ... 12.465 50.4 354.2 ...

1986 ............... 1,429.7 26.905 384.7 ... 13.078 50.3 334.3 ...

1987 ............... 1,410.1 26.091 367.9 ... 14.705 54.1 313.8 ...

1988 ............... 1,407.1 25.294 355.9 ... 14.933 53.1 302.8 ...

1989 ............... 1,419.7 24.475 347.5 ... 14.648 50.9 296.6 ...

1990 ............... 1,435.6 23.678 339.9 ... 15.144 51.5 288.4 ...

1991 ............... 1,456.6 22.981 334.7 ... 15.040 50.3 284.4 ...

1992 ............... 1,483.5 22.028 326.8 ... 14.794 48.3 278.4 ...

1993 ............... 1,510.4 21.250 321.0 ... 14.762 47.4 273.6 ...

1994 ............... 1,537.4 20.344 312.8 ... 14.413 45.1 267.7 ...

1995 ............... 1,556.5 19.635 305.6 ... 14.979 45.8 259.8 ...

1996 ............... 1,566.6 18.826 294.9 ... 21.575 63.6 231.3 ...

1997 ............... 1,568.6 17.993 282.2 ... 22.080 62.3 219.9 ...

1998 ............... 1,570.7 17.328 272.2 ... 22.624 61.6 210.6 ...

1999 ............... 1,573.8 16.686 262.6 ... 22.887 60.1 202.5 ...

2000 ............... 1,578.8 15.971 252.2 ... 23.369 58.9 193.2 ...

2001 ............... 1,584.2 15.384 243.7 ... 23.122 56.4 187.4 ...

2002 ............... 1,588.7 14.886 236.5 ... 22.413 53.0 183.5 ...

2003 ............... 1,590.9 14.461 230.1 ... 22.088 50.8 179.2 ...

2004 ............... 1,590.0 14.029 223.1 ... 22.546 50.3 172.8 ...

2005-II ........... 1,594.7 13.951 222.5 0.003 24.683 54.9 167.6 -0.037

2005-IV.......... 1,583.6 13.754 217.8 ... 22.526 49.1 168.7 ...

2006-II ........... 1,587.0 13.705 217.5 .003 24.659 53.6 163.9 -.037

2006-IV.......... 1,574.6 13.539 213.2 ... 22.498 48.0 165.2 ...

2007-II ........... 1,579.0 13.498 213.1 .003 24.632 52.5 160.6 -.037

2007-IV.......... 1,567.8 13.343 209.2 ... 22.469 47.0 162.2 ...

2008-II ........... 1,573.4 13.306 209.4 .003 24.606 51.5 157.8 -.037

2008-IV.......... 1,563.3 13.157 205.7 ... 22.445 46.2 159.5 ...

2009-II ........... 1,569.9 13.118 205.9 .003 24.590 50.6 155.3 -.037

2009-IV.......... 1,560.9 12.968 202.4 ... 22.436 45.4 157.0 ...

2010-II ........... 1,568.4 12.936 202.9 .003 24.578 49.9 153.0 -.037

2010-IV.......... 1,560.4 12.795 199.7 ... 22.420 44.8 154.9 ...

2011-II ........... 1,568.9 12.768 200.3 .003 24.563 49.2 151.1 -.037

2011-IV.......... 1,561.8 12.633 197.3 ... 22.405 44.2 153.1 ...

2012-II ........... 1,571.8 12.604 198.1 .003 24.551 48.6 149.5 -.037

2012-IV.......... 1,566.3 12.469 195.3 ... 22.396 43.7 151.6 ...

2013-II ........... 1,577.1 12.445 196.3 .003 24.544 48.2 148.1 -.037

2013-IV.......... 1,572.2 12.316 193.6 ... 22.391 43.4 150.3 ...

2014-II ........... 1,583.0 12.302 194.7 .003 24.538 47.8 147.0 -.037

2014-IV.......... 1,578.0 12.185 192.3 ... 22.383 43.0 149.2 ...

1 1982 and earlier includes all minor and disabled children of deceased workers; 1983 and later includes minor children under age 16 and all disabled children of deceased workers.
OASI Numbers

133

Sources:

• Numbers of minor and disabled children of deceased workers shown earlier.

• Ratios of number in force to number of minor and disabled children computed by dividing corresponding numbers.

• Historical numbers in force from In Force Table; future end of December figures computed by applying single year of age award rates (awards per minor survivor child under age

16 and disabled survivor child awards) and termination rates; future end of June figures interpolated using last historical ratio of June figure to average of December figures

(excess).

• Historical ratios of number withheld to number in force computed by dividing corresponding numbers; future end of December ratios projected to remain at last known rate by single year of age; future end of June ratios computed by dividing corresponding numbers.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future end of December figures computed by applying applicable

percentage to number in force; future June figures computed by subtracting number in current-payment status from number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future end of December figures computed by subtracting number withheld from number in force; future end of June figures interpolated using last historical ratio of June figure to average of December figures (excess).

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B69.—Father Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar 

period

Minor and

disabled children of

deceased workers 1

In force Withheld

Number

in currentpayment status Excess

Percent of minor and

disabled children Number Excess

Percent of

number in force Number

1980................ 2,170.2 1.062 23.1 ... 30.800 7.1 16.0 ...

1981................ 2,103.4 1.237 26.0 ... 32.799 8.5 17.5 ...

1982................ 2,042.3 1.380 28.2 ... 34.765 9.8 18.4 ...

1983................ 1,501.0 1.742 26.2 ... 33.518 8.8 17.4 ...

1984................ 1,475.7 1.842 27.2 ... 36.368 9.9 17.3 ...

1985................ 1,454.2 1.909 27.8 ... 37.108 10.3 17.5 ...

1986................ 1,429.7 1.826 26.1 ... 40.117 10.5 15.6 ...

1987................ 1,410.1 1.853 26.1 ... 42.513 11.1 15.0 ...

1988................ 1,407.1 1.842 25.9 ... 42.149 10.9 15.0 ...

1989................ 1,419.7 1.857 26.4 ... 41.110 10.8 15.5 ...

1990................ 1,435.6 1.851 26.6 ... 41.714 11.1 15.5 ...

1991................ 1,456.6 1.873 27.3 ... 40.292 11.0 16.3 ...

1992................ 1,483.5 1.697 25.2 ... 37.515 9.4 15.7 ...

1993................ 1,510.4 1.615 24.4 ... 35.333 8.6 15.8 ...

1994................ 1,537.4 1.534 23.6 ... 34.774 8.2 15.4 ...

1995................ 1,556.5 1.507 23.5 ... 35.327 8.3 15.2 ...

1996................ 1,566.6 1.441 22.6 ... 52.026 11.7 10.8 ...

1997................ 1,568.6 1.368 21.5 ... 51.997 11.2 10.3 ...

1998................ 1,570.7 1.337 21.0 ... 52.298 11.0 10.0 ...

1999................ 1,573.8 1.314 20.7 ... 52.118 10.8 9.9 ...

2000................ 1,578.8 1.296 20.5 ... 52.016 10.6 9.8 ...

2001................ 1,584.2 1.286 20.4 ... 50.854 10.4 10.0 ...

2002................ 1,588.7 1.291 20.5 ... 48.240 9.9 10.6 ...

2003................ 1,590.9 1.301 20.7 ... 46.802 9.7 11.0 ...

2004................ 1,590.0 1.302 20.7 ... 46.551 9.6 11.1 ...

2005-II............ 1,594.7 1.317 21.0 0.004 48.600 10.2 10.8 -0.057

2005-IV ......... 1,583.6 1.307 20.7 ... 46.476 9.6 11.1 ...

2006-II............ 1,587.0 1.322 21.0 .004 48.544 10.2 10.8 -.057

2006-IV ......... 1,574.6 1.313 20.7 ... 46.433 9.6 11.1 ...

2007-II............ 1,579.0 1.327 20.9 .004 48.506 10.2 10.8 -.057

2007-IV ......... 1,567.8 1.316 20.6 ... 46.398 9.6 11.1 ...

2008-II............ 1,573.4 1.328 20.9 .004 48.478 10.1 10.8 -.057

2008-IV ......... 1,563.3 1.315 20.6 ... 46.375 9.5 11.0 ...

2009-II............ 1,569.9 1.326 20.8 .004 48.466 10.1 10.7 -.057

2009-IV ......... 1,560.9 1.312 20.5 ... 46.373 9.5 11.0 ...

2010-II............ 1,568.4 1.322 20.7 .004 48.462 10.1 10.7 -.057

2010-IV ......... 1,560.4 1.308 20.4 ... 46.366 9.5 10.9 ...

2011-II............ 1,568.9 1.317 20.7 .004 48.457 10.0 10.7 -.057

2011-IV ......... 1,561.8 1.302 20.3 ... 46.363 9.4 10.9 ...

2012-II............ 1,571.8 1.310 20.6 .004 48.454 10.0 10.6 -.057

2012-IV ......... 1,566.3 1.294 20.3 ... 46.360 9.4 10.9 ...

2013-II............ 1,577.1 1.302 20.5 .004 48.454 9.9 10.6 -.057

2013-IV ......... 1,572.2 1.285 20.2 ... 46.362 9.4 10.8 ...

2014-II............ 1,583.0 1.293 20.5 .004 48.454 9.9 10.6 -.057

2014-IV ......... 1,578.0 1.277 20.2 ... 46.359 9.3 10.8 ...

1 1982 and earlier includes all minor and disabled children of deceased workers; 1983 and later includes minor children under age 16 and all disabled children of deceased workers.
Benefit Payments

134

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 2005 Trustees Report intermediate set of assumptions.

III.B70.—Disabled Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 50-54 55-59 60-64 65 Total

Disabled widows

1980 ............... 13.7 44.7 68.8 ... 127.3

1985 ............... 10.9 36.5 58.6 ... 105.9

1990 ............... 12.0 36.8 52.5 ... 101.3

1995 ............... 24.8 65.4 82.3 ... 172.4

1996 ............... 25.5 68.1 87.7 ... 181.3

1997 ............... 25.5 70.0 91.5 ... 187.0

1998 ............... 25.9 72.6 94.6 ... 193.1

1999 ............... 26.5 74.8 96.1 ... 197.3

2000 ............... 27.1 75.1 97.5 ... 199.7

2001 ............... 27.2 75.9 99.0 ... 202.1

2002 ............... 26.8 77.0 101.5 ... 205.3

2003 ............... 26.5 76.6 103.9 ... 207.0

2004 ............... 26.5 76.5 105.4 ... 208.4

2005 ............... 26.9 77.3 105.0 0.5 209.7

2006 ............... 27.1 76.4 106.0 2.1 211.6

2007 ............... 27.4 73.7 107.0 5.0 213.1

2008 ............... 27.8 71.7 106.3 9.0 214.8

2009 ............... 27.7 70.4 105.6 13.5 217.2

2010 ............... 27.3 69.9 104.9 18.3 220.5

2011 ............... 26.6 69.9 102.3 19.7 218.5

2012 ............... 25.7 70.3 98.0 20.7 214.8

2013 ............... 24.7 70.8 94.7 19.6 209.8

2014 ............... 24.1 69.9 92.9 18.8 205.8

Disabled widowers

1980 ............... .1 .4 .4 ... 1.0

1985 ............... .1 .5 .7 ... 1.4

1990 ............... .2 .7 .8 ... 1.7

1995 ............... .6 1.5 1.9 ... 4.0

1996 ............... .6 1.6 2.1 ... 4.3

1997 ............... .7 1.7 2.2 ... 4.6

1998 ............... .7 1.9 2.4 ... 5.0

1999 ............... .8 2.0 2.6 ... 5.4

2000 ............... .9 2.1 2.7 ... 5.6

2001 ............... .9 2.3 2.8 ... 6.0

2002 ............... 1.0 2.5 2.5 ... 6.1

2003 ............... 1.1 2.7 2.7 ... 6.5

2004 ............... 1.2 2.9 2.9 ... 7.0

2005 ............... 1.3 3.1 2.9 1/ 7.3

2006 ............... 1.3 3.3 3.1 1/ 7.7

2007 ............... 1.4 3.3 3.3 .1 8.1

2008 ............... 1.5 3.3 3.4 .2 8.4

2009 ............... 1.6 3.4 3.5 .3 8.8

2010 ............... 1.7 3.5 3.6 .4 9.2

2011 ............... 1.7 3.6 3.7 .5 9.5

2012 ............... 1.7 3.8 3.7 .5 9.8

2013 ............... 1.6 4.1 3.7 .5 10.0

2014 ............... 1.6 4.3 3.8 .5 10.2

Total

1980 ............... 13.9 45.2 69.2 ... 128.3

1985 ............... 11.0 37.0 59.3 ... 107.3

1990 ............... 12.2 37.5 53.3 ... 103.0

1995 ............... 25.4 66.8 84.2 ... 176.4

1996 ............... 26.1 69.7 89.8 ... 185.6

1997 ............... 26.2 71.7 93.7 ... 191.7

1998 ............... 26.6 74.5 97.0 ... 198.0

1999 ............... 27.3 76.8 98.6 ... 202.7

2000 ............... 28.0 77.2 100.1 ... 205.3

2001 ............... 28.2 78.2 101.8 ... 208.2

2002 ............... 27.8 79.6 104.0 ... 211.4

2003 ............... 27.6 79.3 106.7 ... 213.5

2004 ............... 27.7 79.3 108.2 ... 215.3

2005 ............... 28.2 80.4 107.9 .5 217.0

2006 ............... 28.4 79.7 109.0 2.1 219.2

2007 ............... 28.8 77.0 110.3 5.1 221.1

2008 ............... 29.3 75.0 109.7 9.2 223.2

2009 ............... 29.2 73.8 109.1 13.8 226.0

2010 ............... 29.0 73.5 108.5 18.7 229.7

2011 ............... 28.3 73.5 106.0 20.2 228.0

2012 ............... 27.4 74.1 101.7 21.3 224.5

2013 ............... 26.4 74.8 98.5 20.1 219.8

2014 ............... 25.7 74.2 96.8 19.3 216.0

1 Fewer than 50.
OASI Numbers

135

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 2005 Trustees Report intermediate set of assumptions.

Table III.B71.—Awards to Disabled Widow(er)s as a Percentage of the Uninsured Population, Less Those Already In Force

(By age and gender, calendar years, 1980-2014)

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980........... 0.259 0.402 0.143 0.019 0.260

1981........... .233 .357 .123 .016 .229

1982........... .212 .315 .107 .014 .203

1983........... .255 .367 .125 .017 .239

1984........... .309 .450 .143 .023 .286

1985........... .314 .454 .145 .024 .287

1986........... .347 .500 .160 .018 .315

1987........... .329 .444 .141 .014 .283

1988........... .307 .437 .135 .011 .271

1989........... .316 .445 .128 .009 .274

1990........... .327 .461 .135 .009 .284

1991........... .547 .971 .285 .008 .559

1992........... .630 1.055 .375 .010 .639

1993........... .668 .991 .355 .009 .630

1994........... .653 .936 .332 .017 .601

1995........... .672 .945 .327 .024 .609

1996........... .669 .925 .314 .033 .602

1997........... .677 .922 .319 .043 .611

1998........... .706 .969 .317 .060 .640

1999........... .735 .995 .312 .050 .654

2000........... .710 .976 .287 .051 .632

2001........... .757 .976 .299 .039 .655

2002........... .833 1.028 .321 .066 .704

2003........... .816 1.013 .321 .069 .695

2004........... .842 .993 .300 .058 .688

2005........... .839 1.010 .303 .036 .656

2006........... .839 1.011 .308 .042 .649

2007........... .836 1.010 .309 .046 .638

2008........... .834 1.009 .300 .051 .628

2009........... .828 1.007 .290 .056 .619

2010........... .826 1.004 .282 .060 .613

2011........... .824 1.003 .276 .059 .609

2012........... .827 1.003 .274 .059 .609

2013........... .831 1.004 .274 .059 .613

2014........... .836 1.006 .282 .059 .618

Disabled widowers

1980........... .014 .031 .015 .002 .020

1981........... .015 .034 .017 .002 .021

1982........... .012 .026 .012 .001 .016

1983........... .015 .031 .016 .002 .021

1984........... .019 .040 .019 .003 .026

1985........... .018 .037 .023 .000 .025

1986........... .027 .043 .023 .000 .031

1987........... .022 .039 .020 .006 .027

1988........... .022 .039 .025 .000 .028

1989........... .023 .044 .019 .000 .029

1990........... .027 .045 .020 .000 .031

1991........... .038 .088 .033 .002 .051

1992........... .045 .100 .046 .001 .061

1993........... .053 .094 .042 .002 .062

1994........... .056 .091 .043 .005 .063

1995........... .062 .085 .048 .000 .064

1996........... .063 .089 .040 .004 .064

1997........... .068 .090 .040 .002 .066

1998........... .064 .101 .044 .014 .070

1999........... .075 .112 .042 .009 .075

2000........... .083 .126 .038 .002 .080

2001........... .089 .133 .042 .002 .088

2002........... .105 .149 .050 .004 .104

2003........... .120 .137 .046 .008 .104

2004........... .115 .152 .047 .003 .107

2005........... .115 .147 .044 .003 .100

2006........... .116 .147 .046 .004 .100

2007........... .116 .147 .046 .004 .098

2008........... .116 .147 .044 .005 .096

2009........... .115 .147 .042 .006 .096

2010........... .114 .147 .041 .006 .096

2011........... .114 .147 .042 .006 .095

2012........... .114 .146 .040 .006 .095

2013........... .115 .146 .041 .006 .096

2014........... .116 .147 .042 .006 .097
Benefit Payments

136

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 2005 Trustees Report intermediate set of assumptions.

III.B72.—Awards to Disabled Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1980-2014)

[In thousands]

Year 50-54 55-59 60-64 65-66 Total

Disabled widows

1980 ............... 4.8 8.3 2.6 0.1 15.8

1985 ............... 5.0 8.9 2.8 .1 16.7

1990 ............... 4.8 7.8 2.4 1/ 14.9

1995 ............... 9.3 14.5 4.9 .1 28.7

1996 ............... 9.1 14.0 4.6 .1 27.7

1997 ............... 9.2 13.8 4.5 .1 27.6

1998 ............... 9.5 14.4 4.3 .1 28.4

1999 ............... 9.7 14.5 4.2 .1 28.6

2000 ............... 9.2 13.9 3.7 .1 27.0

2001 ............... 9.2 14.0 3.7 .1 27.1

2002 ............... 9.5 14.6 4.0 .1 28.2

2003 ............... 9.1 14.1 3.9 .1 27.2

2004 ............... 9.2 13.7 3.6 .1 26.7

2005 ............... 9.2 13.7 3.7 .1 26.7

2006 ............... 9.2 13.3 3.8 .2 26.5

2007 ............... 9.3 12.6 3.9 .2 26.0

2008 ............... 9.3 12.1 3.8 .2 25.4

2009 ............... 9.2 11.7 3.7 .3 24.8

2010 ............... 9.0 11.4 3.5 .3 24.2

2011 ............... 8.6 11.4 3.3 .3 23.6

2012 ............... 8.4 11.4 3.2 .3 23.2

2013 ............... 8.1 11.4 3.0 .3 22.8

2014 ............... 8.0 11.1 3.0 .3 22.4

Disabled widowers

1980 ............... .1 .1 .1 1/ .3

1985 ............... .1 .2 .1 1/ .3

1990 ............... .1 .2 .1 1/ .4

1995 ............... .3 .4 .2 1/ .8

1996 ............... .3 .4 .1 1/ .8

1997 ............... .3 .4 .1 1/ .8

1998 ............... .3 .5 .2 1/ .9

1999 ............... .3 .5 .2 1/ 1.0

2000 ............... .4 .5 .1 1/ 1.0

2001 ............... .4 .6 .1 1/ 1.1

2002 ............... .4 .7 .2 1/ 1.3

2003 ............... .5 .6 .1 1/ 1.3

2004 ............... .5 .7 .2 1/ 1.3

2005 ............... .5 .7 .2 1/ 1.3

2006 ............... .5 .7 .2 1/ 1.4

2007 ............... .5 .7 .2 1/ 1.4

2008 ............... .6 .7 .2 1/ 1.4

2009 ............... .6 .7 .2 1/ 1.4

2010 ............... .6 .7 .2 1/ 1.5

2011 ............... .6 .7 .2 1/ 1.5

2012 ............... .6 .7 .2 1/ 1.5

2013 ............... .6 .8 .2 1/ 1.6

2014 ............... .6 .8 .2 1/ 1.6

Total

1980 ............... 4.8 8.5 2.7 .1 16.1

1985 ............... 5.0 9.1 2.9 .1 17.1

1990 ............... 4.9 8.0 2.4 1/ 15.3

1995 ............... 9.5 14.9 5.1 .1 29.5

1996 ............... 9.4 14.4 4.7 .1 28.5

1997 ............... 9.5 14.2 4.6 .1 28.5

1998 ............... 9.8 14.9 4.5 .1 29.3

1999 ............... 10.0 15.0 4.3 .1 29.6

2000 ............... 9.6 14.4 3.9 .1 28.0

2001 ............... 9.6 14.6 3.9 .1 28.2

2002 ............... 10.0 15.3 4.1 .1 29.5

2003 ............... 9.5 14.7 4.1 .1 28.4

2004 ............... 9.7 14.4 3.8 .1 28.0

2005 ............... 9.7 14.4 3.9 .1 28.1

2006 ............... 9.7 13.9 4.0 .2 27.8

2007 ............... 9.8 13.3 4.1 .2 27.4

2008 ............... 9.9 12.7 4.0 .2 26.8

2009 ............... 9.8 12.4 3.8 .3 26.2

2010 ............... 9.6 12.1 3.7 .3 25.6

2011 ............... 9.3 12.1 3.5 .3 25.1

2012 ............... 9.0 12.1 3.3 .3 24.7

2013 ............... 8.7 12.2 3.2 .3 24.4

2014 ............... 8.6 11.9 3.2 .3 24.0

1 Fewer than 50.
OASI Numbers

137

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B73.—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, 1980-2014)

Year 50-54 55-59 60-64 65 Total

Disabled widows

1980........... 0.545 0.559 1.776 ... 1.215

1981........... .492 .486 .707 ... .610

1982........... 1.558 1.562 3.741 ... 2.827

1983........... 1.553 1.553 4.415 ... 3.223

1984........... 1.889 1.308 .812 ... 1.082

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........... 1.338 1.494 2.021 ... 1.730

2001........... 1.470 1.468 1.968 ... 1.713

2002........... 1.394 1.507 2.028 ... 1.750

2003........... 1.546 1.582 2.004 ... 1.789

2004........... 1.916 1.747 2.129 ... 1.961

2005........... 1.916 1.747 2.136 2.545 1.965

2006........... 1.915 1.747 2.139 2.545 1.973

2007........... 1.916 1.747 2.134 2.545 1.982

2008........... 1.917 1.747 2.131 2.545 1.992

2009........... 1.919 1.746 2.132 2.545 2.006

2010........... 1.920 1.747 2.143 2.545 2.023

2011........... 1.922 1.747 2.150 2.545 2.029

2012........... 1.921 1.747 2.148 2.545 2.028

2013........... 1.920 1.747 2.146 2.545 2.022

2014........... 1.918 1.747 2.140 2.545 2.018

Disabled widowers

1980........... 10.400 11.136 5.097 ... 8.519

1981........... 8.730 8.647 6.214 ... 7.509

1982........... 12.903 14.157 12.951 ... 13.401

1983........... 12.500 15.484 16.845 ... 15.891

1984........... 16.667 15.800 14.838 ... 15.414

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 11.015 ... 8.169

2001........... 4.440 5.396 10.480 ... 7.631

2002........... 5.395 5.657 9.605 ... 7.262

2003........... 4.937 6.029 8.812 ... 7.012

2004........... 4.735 5.958 9.562 ... 7.223

2005........... 4.728 5.917 9.654 13.189 7.206

2006........... 4.712 5.887 9.666 13.189 7.227

2007........... 4.688 5.902 9.499 13.189 7.244

2008........... 4.645 5.934 9.407 13.189 7.290

2009........... 4.679 5.924 9.581 13.189 7.404

2010........... 4.768 5.906 9.778 13.189 7.550

2011........... 4.856 5.944 9.734 13.189 7.600

2012........... 4.907 5.960 9.637 13.189 7.577

2013........... 4.888 5.973 9.683 13.189 7.568

2014........... 4.780 5.977 9.694 13.189 7.527
Benefit Payments

138

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by applying withheld rates to number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B74.—Disabled Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 50-54 55-59 60-64 65 Total

Disabled widows

1980 .......... 0.1 0.3 1.2 ... 1.5

1985 .......... .2 .5 .5 ... 1.1

1990 .......... .2 .6 .9 ... 1.7

1995 .......... .4 1.0 1.6 ... 3.0

1996 .......... .4 1.1 1.8 ... 3.2

1997 .......... .4 1.1 1.8 ... 3.3

1998 .......... .3 1.2 1.9 ... 3.4

1999 .......... .4 1.1 2.0 ... 3.4

2000 .......... .4 1.1 2.0 ... 3.5

2001 .......... .4 1.1 1.9 ... 3.5

2002 .......... .4 1.2 2.1 ... 3.6

2003 .......... .4 1.2 2.1 ... 3.7

2004 .......... .5 1.3 2.2 ... 4.1

2005 .......... .5 1.4 2.2 1/ 4.1

2006 .......... .5 1.3 2.3 0.1 4.2

2007 .......... .5 1.3 2.3 .1 4.2

2008 .......... .5 1.3 2.3 .2 4.3

2009 .......... .5 1.2 2.3 .3 4.4

2010 .......... .5 1.2 2.2 .5 4.5

2011 .......... .5 1.2 2.2 .5 4.4

2012 .......... .5 1.2 2.1 .5 4.4

2013 .......... .5 1.2 2.0 .5 4.2

2014 .......... .5 1.2 2.0 .5 4.2

Disabled widowers

1980 .......... 1/ .1 1/ ... .1

1985 .......... 1/ .1 .1 ... .2

1990 .......... 1/ .1 .2 ... .3

1995 .......... 1/ .1 .3 ... .4

1996 .......... 1/ .1 .3 ... .4

1997 .......... 1/ .1 .3 ... .4

1998 .......... 1/ .1 .3 ... .4

1999 .......... 1/ .1 .3 ... .5

2000 .......... 1/ .1 .3 ... .5

2001 .......... 1/ .1 .3 ... .5

2002 .......... .1 .1 .2 ... .4

2003 .......... .1 .2 .2 ... .5

2004 .......... .1 .2 .3 ... .5

2005 .......... .1 .2 .3 1/ .5

2006 .......... .1 .2 .3 1/ .6

2007 .......... .1 .2 .3 1/ .6

2008 .......... .1 .2 .3 1/ .6

2009 .......... .1 .2 .3 1/ .7

2010 .......... .1 .2 .4 .1 .7

2011 .......... .1 .2 .4 .1 .7

2012 .......... .1 .2 .4 .1 .7

2013 .......... .1 .2 .4 .1 .8

2014 .......... .1 .3 .4 .1 .8

Total

1980 .......... .1 .3 1.2 ... 1.6

1985 .......... .2 .5 .6 ... 1.4

1990 .......... .2 .7 1.1 ... 2.0

1995 .......... .4 1.1 1.9 ... 3.4

1996 .......... .4 1.2 2.1 ... 3.7

1997 .......... .4 1.2 2.1 ... 3.7

1998 .......... .4 1.3 2.2 ... 3.9

1999 .......... .4 1.2 2.3 ... 3.9

2000 .......... .4 1.2 2.3 ... 3.9

2001 .......... .4 1.2 2.2 ... 3.9

2002 .......... .4 1.3 2.3 ... 4.0

2003 .......... .5 1.4 2.3 ... 4.2

2004 .......... .6 1.5 2.5 ... 4.6

2005 .......... .6 1.5 2.5 1/ 4.6

2006 .......... .6 1.5 2.6 .1 4.7

2007 .......... .6 1.5 2.6 .1 4.8

2008 .......... .6 1.5 2.6 .3 4.9

2009 .......... .6 1.4 2.6 .4 5.0

2010 .......... .6 1.4 2.6 .5 5.2

2011 .......... .6 1.4 2.6 .6 5.2

2012 .......... .6 1.5 2.5 .6 5.1

2013 .......... .6 1.5 2.4 .6 5.0

2014 .......... .5 1.5 2.4 .5 4.9

1 Fewer than 50.
OASI Numbers

139

Sources: 

• Historical figures from SSA administrative records.

• Future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B75.—Disabled Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 50-54 55-59 60-64 65 Total

Disabled widows

1980........... 13.7 44.5 67.6 ... 125.8

1985........... 10.7 36.0 58.1 ... 104.8

1990........... 11.8 36.2 51.6 ... 99.6

1995........... 24.4 64.4 80.7 ... 169.5

1996........... 25.1 67.0 85.9 ... 178.0

1997........... 25.2 68.9 89.7 ... 183.8

1998........... 25.6 71.4 92.6 ... 189.7

1999........... 26.1 73.7 94.1 ... 193.9

2000........... 26.8 74.0 95.5 ... 196.2

2001........... 26.8 74.8 97.1 ... 198.7

2002........... 26.5 75.9 99.4 ... 201.7

2003........... 26.1 75.4 101.8 ... 203.3

2004........... 26.0 75.1 103.1 ... 204.3

2005........... 26.4 76.0 102.8 0.5 205.6

2006........... 26.6 75.1 103.7 2.0 207.4

2007........... 26.9 72.4 104.7 4.8 208.8

2008........... 27.3 70.4 104.0 8.8 210.5

2009........... 27.2 69.2 103.3 13.2 212.8

2010........... 26.8 68.7 102.7 17.9 216.0

2011........... 26.1 68.7 100.1 19.2 214.0

2012........... 25.2 69.1 95.9 20.2 210.4

2013........... 24.3 69.5 92.7 19.1 205.6

2014........... 23.6 68.7 90.9 18.3 201.6

Disabled widowers

1980........... .1 .4 .4 ... .9

1985........... .1 .5 .6 ... 1.2

1990........... .2 .6 .7 ... 1.5

1995........... .6 1.3 1.7 ... 3.6

1996........... .6 1.5 1.8 ... 3.9

1997........... .6 1.6 2.0 ... 4.2

1998........... .6 1.8 2.1 ... 4.5

1999........... .7 1.9 2.3 ... 4.9

2000........... .8 2.0 2.4 ... 5.2

2001........... .9 2.1 2.5 ... 5.6

2002........... .9 2.4 2.3 ... 5.6

2003........... 1.1 2.5 2.5 ... 6.0

2004........... 1.2 2.7 2.6 ... 6.4

2005........... 1.2 2.9 2.6 1/ 6.8

2006........... 1.3 3.1 2.8 1/ 7.1

2007........... 1.3 3.1 3.0 .1 7.5

2008........... 1.4 3.1 3.1 .2 7.8

2009........... 1.5 3.2 3.2 .3 8.2

2010........... 1.6 3.3 3.3 .4 8.5

2011........... 1.6 3.4 3.4 .4 8.8

2012........... 1.6 3.6 3.4 .5 9.0

2013........... 1.6 3.8 3.4 .5 9.2

2014........... 1.6 4.0 3.5 .4 9.5

Total

1980........... 13.8 44.9 68.0 ... 126.7

1985........... 10.8 36.5 58.7 ... 106.0

1990........... 12.0 36.8 52.2 ... 101.0

1995........... 25.0 65.7 82.3 ... 173.0

1996........... 25.7 68.5 87.7 ... 181.9

1997........... 25.8 70.5 91.6 ... 187.9

1998........... 26.2 73.2 94.8 ... 194.2

1999........... 26.9 75.5 96.4 ... 198.8

2000........... 27.6 75.9 97.9 ... 201.4

2001........... 27.7 76.9 99.6 ... 204.2

2002........... 27.4 78.3 101.7 ... 207.4

2003........... 27.1 77.9 104.3 ... 209.4

2004........... 27.2 77.8 105.7 ... 210.7

2005........... 27.6 78.9 105.4 .5 212.4

2006........... 27.8 78.1 106.5 2.1 214.5

2007........... 28.2 75.5 107.7 4.9 216.3

2008........... 28.7 73.6 107.1 9.0 218.3

2009........... 28.6 72.4 106.5 13.4 221.0

2010........... 28.4 72.0 105.9 18.2 224.6

2011........... 27.7 72.1 103.5 19.6 222.8

2012........... 26.8 72.7 99.3 20.7 219.4

2013........... 25.8 73.4 96.1 19.5 214.8

2014........... 25.2 72.7 94.4 18.8 211.1

1 Fewer than 50.
Benefit Payments

140

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 2005 Trustees Report intermediate set of assumptions.

III.B76.—Uninsured Aged Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 418.2 926.5 708.1 436.7 202.7 65.0 14.0 2,771.3

1985 ............... 465.1 945.3 734.0 449.0 207.1 67.0 14.3 2,881.7

1990 ............... 420.5 991.9 736.7 471.0 226.7 73.4 15.4 2,935.6

1995 ............... 357.0 905.3 787.9 487.8 246.4 84.1 17.8 2,886.2

1996 ............... 333.3 881.5 770.5 505.6 247.3 85.4 18.1 2,841.6

1997 ............... 315.6 852.8 759.4 516.3 247.3 87.2 18.5 2,797.3

1998 ............... 302.3 815.2 745.1 522.9 249.4 88.6 19.1 2,742.6

1999 ............... 290.6 785.9 727.0 529.9 249.8 89.7 19.2 2,692.0

2000 ............... 287.3 757.9 715.2 525.8 258.1 90.8 19.5 2,654.6

2001 ............... 272.9 729.6 698.5 516.6 270.2 90.9 19.8 2,598.6

2002 ............... 258.2 703.7 676.8 510.6 278.3 91.7 20.2 2,539.6

2003 ............... 250.7 686.5 652.5 505.5 285.9 96.9 20.4 2,498.3

2004 ............... 239.5 659.4 627.5 495.3 290.6 95.9 20.9 2,429.2

2005 ............... 253.9 641.8 601.5 491.6 288.5 100.6 18.9 2,396.7

2006 ............... 262.2 637.7 578.2 483.6 283.3 106.1 18.7 2,369.8

2007 ............... 263.4 649.8 556.0 469.3 280.5 109.2 18.9 2,347.0

2008 ............... 266.9 672.8 534.3 450.7 277.1 110.8 18.5 2,331.1

2009 ............... 276.9 693.8 515.8 433.2 272.5 113.0 17.9 2,323.1

2010 ............... 284.9 709.5 507.0 415.2 270.5 111.8 18.9 2,317.8

2011 ............... 282.7 727.3 511.2 398.6 265.7 109.8 18.1 2,313.5

2012 ............... 272.6 743.4 528.6 382.4 257.4 108.7 18.2 2,311.2

2013 ............... 261.8 753.2 552.7 366.0 246.9 107.4 18.5 2,306.5

2014 ............... 252.9 758.6 572.4 352.8 237.2 105.7 18.7 2,298.5

Aged husbands

1980 ............... 3.2 17.9 16.0 10.0 4.5 1.6 .5 53.8

1985 ............... 4.9 26.5 24.1 14.8 6.5 2.4 .8 80.1

1990 ............... 3.4 30.2 30.9 20.2 10.1 3.3 1.0 99.2

1995 ............... 2.7 19.2 31.9 24.8 13.2 5.1 1.4 98.3

1996 ............... 2.4 18.2 29.7 26.1 13.9 5.5 1.5 97.1

1997 ............... 2.2 17.6 27.4 27.1 14.3 5.8 1.6 96.0

1998 ............... 2.1 17.5 25.0 27.4 14.6 6.1 1.8 94.5

1999 ............... 2.2 16.6 22.5 26.0 14.6 6.1 1.8 89.7

2000 ............... 2.2 16.2 21.1 23.8 15.0 6.2 1.9 86.4

2001 ............... 2.1 16.1 20.3 21.9 15.3 6.3 2.0 84.0

2002 ............... 1.9 16.2 19.8 20.1 15.4 6.3 2.1 81.8

2003 ............... 1.8 15.8 18.3 18.7 15.7 6.4 2.1 78.8

2004 ............... 1.6 15.7 18.4 15.7 15.0 6.8 2.5 75.7

2005 ............... 1.9 15.3 18.1 14.7 13.7 7.3 1.7 72.8

2006 ............... 2.0 15.2 17.6 14.1 12.3 7.7 1.8 70.8

2007 ............... 2.1 15.7 16.9 13.6 11.2 7.8 2.0 69.3

2008 ............... 2.1 16.9 15.7 13.7 10.2 7.7 1.4 67.6

2009 ............... 2.2 18.1 14.9 13.3 9.5 7.4 1.2 66.6

2010 ............... 2.2 18.9 14.6 13.2 8.9 6.9 1.0 65.7

2011 ............... 2.3 19.7 14.9 12.7 8.7 6.4 .7 65.4

2012 ............... 2.3 20.5 16.0 12.1 8.4 5.8 1.0 66.2

2013 ............... 2.3 21.3 17.7 11.0 8.6 5.4 1.1 67.3

2014 ............... 2.3 22.1 19.2 10.3 8.3 5.2 1.3 68.7

Total

1980 ............... 421.4 944.4 724.2 446.7 207.2 66.6 14.5 2,825.0

1985 ............... 470.0 971.8 758.1 463.8 213.6 69.4 15.2 2,961.8

1990 ............... 423.9 1,022.2 767.6 491.3 236.8 76.7 16.4 3,034.8

1995 ............... 359.7 924.4 819.8 512.6 259.6 89.2 19.2 2,984.5

1996 ............... 335.7 899.6 800.2 531.6 261.2 90.8 19.6 2,938.8

1997 ............... 317.8 870.4 786.9 543.4 261.7 93.0 20.2 2,893.3

1998 ............... 304.4 832.7 770.1 550.3 264.0 94.7 20.8 2,837.1

1999 ............... 292.7 802.4 749.5 556.0 264.4 95.9 21.0 2,781.8

2000 ............... 289.5 774.1 736.3 549.6 273.1 97.0 21.4 2,741.0

2001 ............... 275.0 745.7 718.8 538.5 285.5 97.2 21.8 2,682.5

2002 ............... 260.1 719.9 696.6 530.7 293.7 98.1 22.3 2,621.4

2003 ............... 252.4 702.2 670.8 524.2 301.6 103.3 22.6 2,577.1

2004 ............... 241.1 675.1 645.9 511.0 305.6 102.7 23.3 2,504.8

2005 ............... 255.8 657.1 619.6 506.3 302.2 107.9 20.6 2,469.4

2006 ............... 264.2 652.9 595.7 497.7 295.6 113.8 20.6 2,440.6

2007 ............... 265.5 665.5 572.9 482.9 291.7 117.0 20.8 2,416.3

2008 ............... 269.1 689.7 550.0 464.3 287.2 118.5 19.8 2,398.7

2009 ............... 279.1 711.9 530.8 446.5 282.0 120.4 19.1 2,389.7

2010 ............... 287.1 728.4 521.6 428.4 279.4 118.8 19.8 2,383.5

2011 ............... 285.0 747.0 526.2 411.3 274.5 116.1 18.8 2,378.9

2012 ............... 274.9 763.9 544.6 394.5 265.8 114.5 19.2 2,377.4

2013 ............... 264.1 774.5 570.4 377.0 255.5 112.7 19.6 2,373.8

2014 ............... 255.3 780.8 591.6 363.1 245.6 110.9 20.0 2,367.2
OASI Numbers

141

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 2005 Trustees Report intermediate set of assumptions.

Table III.B77.—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, 1980-2014)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980........... 23.844 8.912 1.083 0.311 0.108 0.043 0.062 5.839

1981........... 22.491 8.798 1.023 .297 .100 .041 .055 5.549

1982........... 23.813 9.691 1.105 .323 .108 .045 .058 6.001

1983........... 24.538 9.784 1.089 .313 .097 .043 .057 6.114

1984........... 23.368 9.477 1.120 .333 .109 .040 .059 5.928

1985........... 23.775 9.864 1.228 .355 .112 .049 .067 6.146

1986........... 24.412 9.757 1.158 .329 .118 .047 .058 6.171

1987........... 22.756 8.490 .977 .271 .092 .036 .048 5.624

1988........... 21.635 7.780 .887 .240 .074 .038 .000 5.305

1989........... 21.581 8.137 .872 .237 .075 .029 .034 5.245

1990........... 21.912 8.451 .891 .240 .081 .026 .047 5.226

1991........... 21.728 8.576 .937 .254 .085 .030 .045 5.171

1992........... 22.092 8.474 .959 .240 .083 .035 .052 5.180

1993........... 22.683 8.560 .920 .244 .081 .032 .050 5.119

1994........... 22.221 8.782 .904 .235 .078 .033 .047 4.955

1995........... 21.212 8.664 .903 .235 .075 .033 .045 4.702

1996........... 20.366 8.781 .825 .212 .072 .034 .049 4.505

1997........... 23.038 10.704 .916 .242 .081 .034 .044 5.084

1998........... 23.290 11.176 .978 .242 .088 .035 .049 5.103

1999........... 23.386 12.912 1.044 .260 .087 .032 .050 5.365

2000........... 27.491 18.084 1.415 .338 .100 .042 .052 6.683

2001........... 28.163 15.525 1.128 .299 .091 .031 .030 6.124

2002........... 28.942 16.064 1.261 .344 .124 .049 .069 6.238

2003........... 31.688 17.632 1.196 .329 .123 .048 .071 6.686

2004........... 28.759 19.931 1.454 .443 .178 .061 .064 6.661

2005........... 31.452 22.195 1.381 .391 .152 .055 .070 7.500

2006........... 31.807 24.305 1.374 .390 .151 .055 .070 7.872

2007........... 32.356 25.174 1.335 .383 .150 .055 .070 8.271

2008........... 33.048 25.162 1.331 .384 .149 .055 .070 8.797

2009........... 33.515 25.349 1.414 .388 .151 .055 .070 9.301

2010........... 33.792 25.629 1.521 .387 .151 .055 .070 9.651

2011........... 33.947 25.846 1.594 .382 .150 .055 .071 9.869

2012........... 34.165 26.355 1.621 .373 .148 .055 .071 10.021

2013........... 34.359 26.556 1.595 .369 .148 .054 .071 10.061

2014........... 34.621 26.040 1.566 .374 .150 .055 .071 10.047

Aged husbands

1980........... 1.050 2.489 .835 .538 .339 .250 .448 1.151

1981........... .972 2.423 .776 .549 .275 .271 .388 1.087

1982........... .977 2.373 .836 .590 .328 .277 .518 1.138

1983........... 1.151 2.238 1.018 .716 .366 .340 .572 1.233

1984........... 1.178 2.334 .982 .689 .402 .272 .695 1.258

1985........... 1.240 2.240 .956 .639 .392 .289 .872 1.274

1986........... 1.438 2.508 .892 .639 .433 .195 .982 1.353

1987........... 1.322 2.527 .756 .514 .367 .158 .443 1.235

1988........... 1.164 2.512 .782 .447 .285 .192 .000 1.180

1989........... 1.033 2.753 .582 .379 .256 .165 .195 1.047

1990........... .945 3.089 .616 .364 .276 .140 .252 1.055

1991........... .712 2.337 .625 .339 .236 .150 .193 .904

1992........... .672 1.814 .677 .297 .198 .144 .211 .814

1993........... .775 1.531 .603 .300 .189 .130 .419 .759

1994........... .709 1.315 .673 .279 .152 .125 .261 .698

1995........... .682 1.189 .613 .267 .148 .152 .240 .648

1996........... .614 1.251 .533 .249 .142 .129 .189 .618

1997........... .638 1.306 .502 .281 .150 .104 .273 .628

1998........... .665 1.353 .505 .276 .127 .083 .232 .629

1999........... .694 1.533 .507 .306 .136 .078 .177 .663

2000........... .799 1.849 .711 .384 .208 .075 .270 .817

2001........... .910 1.931 .708 .369 .177 .056 .114 .817

2002........... 1.170 2.183 .844 .403 .249 .063 .169 .943

2003........... 1.541 2.666 .836 .428 .305 .071 .108 1.070

2004........... 1.317 2.807 .954 .412 .385 .129 .104 1.103

2005........... 1.435 2.941 .930 .426 .355 .096 .119 1.158

2006........... 1.433 3.109 .927 .422 .351 .092 .119 1.190

2007........... 1.422 3.174 .901 .411 .349 .101 .119 1.231

2008........... 1.407 3.155 .903 .416 .347 .107 .120 1.274

2009........... 1.397 3.130 .919 .423 .344 .110 .121 1.309

2010........... 1.389 3.096 .955 .423 .347 .113 .123 1.334

2011........... 1.397 3.060 .989 .416 .348 .108 .127 1.357

2012........... 1.405 3.078 1.007 .407 .347 .104 .122 1.390

2013........... 1.414 3.118 1.003 .405 .339 .105 .121 1.422

2014........... 1.422 3.090 .992 .404 .349 .109 .120 1.433
Benefit Payments

142

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 2005 Trustees Report intermediate set of assumptions.

III.B78.—Awards to Uninsured Aged Spouses of Retired Workers

(By age and gender, calendar years, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 ............... 201.9 69.4 9.3 2.8 0.9 0.3 0.1 284.4

1985 ............... 210.1 76.1 10.1 3.1 .9 .3 .1 300.7

1990 ............... 180.6 68.1 7.9 2.1 .7 .2 .1 259.6

1995 ............... 149.1 60.9 7.5 2.1 .6 .2 .1 220.4

1996 ............... 140.2 58.2 6.8 1.9 .6 .2 .1 208.0

1997 ............... 154.0 66.6 7.5 2.1 .6 .2 .1 231.2

1998 ............... 150.1 66.3 7.7 2.2 .7 .2 .1 227.2

1999 ............... 152.6 73.0 8.2 2.3 .7 .2 .1 237.1

2000 ............... 176.9 103.3 11.0 2.9 .8 .3 .1 295.2

2001 ............... 171.2 85.2 8.7 2.6 .7 .2 1/ 268.6

2002 ............... 170.3 87.2 9.5 2.9 1.0 .3 .1 271.4

2003 ............... 183.5 87.0 9.0 2.7 1.0 .3 .1 283.6

2004 ............... 170.3 87.4 10.3 3.6 1.4 .4 .1 273.5

2005 ............... 195.8 94.4 9.4 3.1 1.2 .3 .1 304.4

2006 ............... 196.7 103.4 8.7 3.1 1.2 .3 .1 313.5

2007 ............... 198.8 112.4 7.9 2.9 1.2 .3 .1 323.6

2008 ............... 208.0 120.2 6.9 2.9 1.1 .3 .1 339.6

2009 ............... 218.1 125.8 6.5 2.8 1.2 .3 .1 354.8

2010 ............... 221.1 131.0 6.5 2.7 1.1 .3 .1 362.8

2011 ............... 216.7 136.8 6.6 2.5 1.1 .3 .1 364.1

2012 ............... 208.5 143.3 6.9 2.3 1.1 .3 .1 362.4

2013 ............... 199.4 145.6 7.1 2.0 1.0 .3 .1 355.5

2014 ............... 194.2 142.6 7.2 1.9 1.0 .3 .1 347.3

Aged husbands

1980 ............... 2.0 5.4 1.6 .7 .3 .1 1/ 10.2

1985 ............... 2.6 6.9 1.9 .9 .4 .2 .1 12.9

1990 ............... 1.7 5.6 1.5 .6 .2 .1 1/ 9.8

1995 ............... 1.4 3.8 1.5 .5 .2 .1 1/ 7.5

1996 ............... 1.2 3.8 1.4 .5 .2 .1 1/ 7.2

1997 ............... 1.2 3.9 1.4 .5 .2 .1 1/ 7.4

1998 ............... 1.3 3.9 1.5 .6 .1 .1 1/ 7.4

1999 ............... 1.4 4.2 1.6 .6 .2 .1 1/ 8.0

2000 ............... 1.7 5.2 2.2 .8 .3 .1 1/ 10.2

2001 ............... 1.7 5.4 2.1 .8 .3 .1 1/ 10.3

2002 ............... 1.9 6.0 2.4 .9 .3 .1 1/ 11.6

2003 ............... 2.4 6.3 2.4 .9 .4 .1 1/ 12.6

2004 ............... 2.3 6.0 2.5 .9 .4 .1 1/ 12.4

2005 ............... 2.8 6.1 2.5 .9 .4 .1 1/ 12.8

2006 ............... 2.9 6.4 2.4 .9 .5 .1 1/ 13.1

2007 ............... 3.0 7.0 2.2 .9 .5 .1 1/ 13.7

2008 ............... 3.2 7.7 1.9 .9 .5 .1 1/ 14.3

2009 ............... 3.2 8.4 1.8 .9 .6 .1 1/ 14.9

2010 ............... 3.3 8.8 1.7 .9 .5 .1 1/ 15.4

2011 ............... 3.4 9.3 1.8 .9 .5 .1 1/ 16.0

2012 ............... 3.5 9.9 1.9 .8 .5 .1 1/ 16.7

2013 ............... 3.4 10.5 2.1 .7 .6 .1 1/ 17.4

2014 ............... 3.5 10.8 2.3 .6 .5 .1 1/ 17.8

Total

1980 ............... 203.9 74.7 10.9 3.5 1.2 .4 .1 294.6

1985 ............... 212.7 83.1 12.0 3.9 1.3 .5 .1 313.7

1990 ............... 182.3 73.7 9.4 2.7 .9 .2 .1 269.4

1995 ............... 150.4 64.7 8.9 2.6 .8 .3 .1 227.8

1996 ............... 141.4 62.0 8.2 2.4 .8 .3 .1 215.2

1997 ............... 155.3 70.5 9.0 2.7 .8 .3 .1 238.6

1998 ............... 151.3 70.2 9.1 2.8 .8 .3 .1 234.6

1999 ............... 154.0 77.2 9.8 2.9 .9 .3 .1 245.1

2000 ............... 178.5 108.5 13.2 3.7 1.1 .3 .1 305.4

2001 ............... 172.9 90.5 10.8 3.4 1.0 .3 .1 278.9

2002 ............... 172.3 93.2 11.8 3.8 1.3 .4 .1 283.0

2003 ............... 185.9 93.3 11.4 3.6 1.3 .4 .1 296.1

2004 ............... 172.6 93.5 12.8 4.6 1.8 .5 .1 285.9

2005 ............... 198.6 100.5 11.9 4.1 1.6 .4 .1 317.2

2006 ............... 199.6 109.8 11.1 4.0 1.7 .4 .1 326.6

2007 ............... 201.8 119.4 10.1 3.8 1.7 .4 .1 337.3

2008 ............... 211.2 127.9 8.8 3.8 1.6 .4 .1 353.9

2009 ............... 221.3 134.1 8.3 3.7 1.7 .4 .1 369.7

2010 ............... 224.3 139.8 8.2 3.6 1.7 .4 .1 378.2

2011 ............... 220.0 146.1 8.4 3.4 1.7 .4 .1 380.1

2012 ............... 212.0 153.2 8.8 3.1 1.6 .4 .1 379.1

2013 ............... 202.8 156.0 9.2 2.7 1.6 .4 .1 372.9

2014 ............... 197.6 153.4 9.5 2.5 1.6 .4 .1 365.1

1 Fewer than 50.
OASI Numbers

143

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B79.—Uninsured Aged Spouses of Retired Workers With Benefits Withheld, as a Percentage of Those In Force

(By age and gender, as of December 31, 1980-2014)

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980........... 2.020 4.358 1.580 1.435 1.626 1.846 2.473 2.566

1981........... 2.510 4.128 1.344 1.199 1.390 1.612 2.238 2.442

1982........... 2.103 4.156 1.373 1.227 1.418 1.640 2.262 2.403

1983........... 2.040 3.588 .789 .642 .835 1.058 1.685 1.906

1984........... 1.965 3.382 .907 .757 .906 1.066 1.527 1.869

1985........... 2.440 3.332 .784 .691 .876 1.072 1.620 1.890

1986........... 2.673 3.654 .798 .682 .898 1.143 1.787 2.048

1987........... 3.321 4.188 .900 .674 .890 1.177 2.019 2.358

1988........... 3.292 4.969 1.332 .986 1.257 1.630 2.396 2.812

1989........... 3.098 4.820 .973 .631 .863 1.213 2.126 2.548

1990........... 3.292 4.882 1.042 .638 .831 1.172 2.367 2.591

1991........... 3.428 5.049 1.228 .632 .797 1.163 2.338 2.675

1992........... 3.659 5.508 1.762 .291 .259 .649 1.981 2.823

1993........... 3.822 5.799 2.065 .597 .566 .956 2.278 3.101

1994........... 3.849 6.165 2.494 .817 .742 1.152 2.530 3.376

1995........... 3.986 6.813 3.020 .939 .763 1.153 2.541 3.728

1996........... 4.028 7.372 3.474 1.223 .788 1.106 2.612 4.037

1997........... 3.720 7.387 3.298 .954 .304 .258 1.116 3.786

1998........... 3.751 7.641 3.707 1.218 .391 .329 1.405 3.980

1999........... 3.933 8.158 4.241 1.738 .564 .471 2.017 4.376

2000........... 1.922 5.858 4.205 1.798 .560 .476 2.040 3.455

2001........... 2.075 6.194 4.747 2.550 .746 .664 2.801 3.862

2002........... 2.139 6.442 5.101 3.045 .854 .777 3.233 4.121

2003........... 5.446 6.727 5.641 4.537 1.245 1.094 4.701 5.010

2004 1 ....... 2.729 7.126 5.307 3.505 1.446 .365 1.606 4.490

2005........... 2.725 7.136 5.313 3.508 1.434 .358 1.606 4.453

2006........... 2.731 7.158 5.316 3.498 1.425 .351 1.606 4.438

2007........... 2.730 7.178 5.314 3.472 1.428 .358 1.606 4.447

2008........... 2.723 7.174 5.309 3.449 1.430 .366 1.606 4.466

2009........... 2.723 7.152 5.313 3.445 1.433 .370 1.606 4.481

2010........... 2.731 7.129 5.327 3.468 1.436 .372 1.606 4.503

2011........... 2.734 7.125 5.343 3.477 1.426 .375 1.606 4.548

2012........... 2.734 7.133 5.354 3.467 1.406 .374 1.606 4.602

2013........... 2.736 7.134 5.351 3.448 1.389 .373 1.606 4.648

2014........... 2.734 7.120 5.340 3.455 1.388 .373 1.606 4.685

Aged husbands

1980........... 71.862 71.075 26.682 2/ 2/ 2/ 2/ 28.406

1981........... 76.555 73.624 33.154 2/ 2/ 2/ 2/ 34.894

1982........... 78.615 76.063 39.330 4.757 2/ 2/ 2/ 40.922

1983........... 79.622 78.374 45.196 13.971 2/ 2/ 2/ 46.651

1984........... 79.798 79.422 45.380 27.242 18.311 15.626 9.947 51.811

1985........... 79.586 83.373 52.626 31.460 20.734 16.118 12.034 56.420

1986........... 79.831 84.567 61.661 35.572 23.930 17.964 15.568 60.652

1987........... 79.741 85.236 69.204 39.192 26.482 19.887 17.017 63.816

1988........... 78.453 85.484 74.216 44.742 30.085 22.242 19.345 66.484

1989........... 75.621 84.694 78.051 50.489 34.012 24.417 21.562 68.185

1990........... 73.178 83.465 80.526 56.556 37.074 26.554 24.422 69.499

1991........... 69.020 81.786 81.009 63.529 39.974 29.344 26.371 70.346

1992........... 65.295 76.019 79.228 73.064 51.372 37.215 30.065 70.745

1993........... 64.725 76.179 79.367 73.253 51.699 37.633 30.662 70.917

1994........... 62.340 73.219 79.236 76.351 53.221 37.860 30.499 70.937

1995........... 61.053 70.633 77.338 78.017 58.662 41.882 32.500 70.771

1996........... 59.932 68.417 75.090 78.380 64.820 45.080 35.935 70.603

1997........... 58.878 66.832 72.160 77.859 69.903 47.553 39.117 70.106

1998........... 55.466 65.737 68.839 77.061 73.127 51.750 43.977 69.461

1999........... 52.441 64.182 63.315 74.754 74.179 54.859 44.438 67.344

2000........... 52.136 59.107 57.791 70.931 74.386 58.324 45.736 64.163

2001........... 46.472 56.005 53.876 66.836 73.670 64.057 46.281 61.675

2002........... 36.702 53.877 51.116 61.936 72.309 67.616 46.396 59.136

2003........... 30.272 50.805 46.093 56.936 70.771 68.977 50.211 56.135

2004 1 ........ 22.621 48.390 44.114 45.524 66.987 71.634 58.633 52.323

2005........... 21.986 48.492 44.036 45.159 67.122 71.586 58.633 52.080

2006........... 22.104 48.703 44.048 44.714 67.108 71.590 58.633 51.938

2007........... 21.874 48.762 44.022 44.493 67.114 71.586 58.633 51.770

2008........... 21.375 48.653 44.091 44.568 67.171 71.664 58.633 51.503

2009........... 21.029 48.500 43.988 44.544 67.017 71.589 58.633 51.191

2010........... 21.046 48.324 43.882 44.739 66.913 71.484 58.633 50.825

2011........... 21.199 48.216 43.941 44.754 66.736 71.507 58.633 50.484

2012........... 21.095 48.265 44.090 45.296 66.843 71.521 58.633 50.341

2013........... 21.153 48.329 44.132 45.536 66.697 71.505 58.633 50.199

2014........... 21.106 48.259 44.139 45.468 66.694 71.525 58.633 49.950

1 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 2 In force counts are too small for meaningful withheld rates.
Benefit Payments

144

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 2005 Trustees Report intermediate set of assumptions.

III.B80.—Uninsured Aged Spouses of Retired Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980 .......... 8.4 40.4 11.2 6.3 3.3 1.2 0.3 71.1

1985 .......... 11.3 31.5 5.8 3.1 1.8 .7 .2 54.5

1990 .......... 13.8 48.4 7.7 3.0 1.9 .9 .4 76.1

1995 .......... 14.2 61.7 23.8 4.6 1.9 1.0 .5 107.6

1996 .......... 13.4 65.0 26.8 6.2 1.9 .9 .5 114.7

1997 .......... 11.7 63.0 25.0 4.9 .8 .2 .2 105.9

1998 .......... 11.3 62.3 27.6 6.4 1.0 .3 .3 109.2

1999 .......... 11.4 64.1 30.8 9.2 1.4 .4 .4 117.8

2000 .......... 5.5 44.4 30.1 9.5 1.4 .4 .4 91.7

2001 .......... 5.7 45.2 33.2 13.2 2.0 .6 .6 100.4

2002 .......... 5.5 45.3 34.5 15.5 2.4 .7 .7 104.7

2003 .......... 13.7 46.2 36.8 22.9 3.6 1.1 1.0 125.2

2004 1 ....... 6.5 47.0 33.3 17.4 4.2 .4 .3 109.1

2005 .......... 6.9 45.8 32.0 17.2 4.1 .4 .3 106.7

2006 .......... 7.2 45.6 30.7 16.9 4.0 .4 .3 105.2

2007 .......... 7.2 46.6 29.5 16.3 4.0 .4 .3 104.4

2008 .......... 7.3 48.3 28.4 15.5 4.0 .4 .3 104.1

2009 .......... 7.5 49.6 27.4 14.9 3.9 .4 .3 104.1

2010 .......... 7.8 50.6 27.0 14.4 3.9 .4 .3 104.4

2011 .......... 7.7 51.8 27.3 13.9 3.8 .4 .3 105.2

2012 .......... 7.5 53.0 28.3 13.3 3.6 .4 .3 106.4

2013 .......... 7.2 53.7 29.6 12.6 3.4 .4 .3 107.2

2014 .......... 6.9 54.0 30.6 12.2 3.3 .4 .3 107.7

Aged husbands

1980 .......... 2.3 12.7 4.3 2/ 2/ 2/ 2/ 15.3

1985 .......... 3.9 22.1 12.7 4.7 1.4 .4 .1 45.2

1990 .......... 2.5 25.2 24.9 11.4 3.7 .9 .2 68.9

1995 .......... 1.6 13.5 24.7 19.4 7.8 2.2 .4 69.6

1996 .......... 1.4 12.4 22.3 20.4 9.0 2.5 .5 68.6

1997 .......... 1.3 11.7 19.8 21.1 10.0 2.8 .6 67.3

1998 .......... 1.2 11.5 17.2 21.1 10.7 3.1 .8 65.6

1999 .......... 1.1 10.6 14.2 19.5 10.8 3.4 .8 60.4

2000 .......... 1.1 9.6 12.2 16.9 11.2 3.6 .9 55.5

2001 .......... 1.0 9.0 10.9 14.6 11.3 4.0 .9 51.8

2002 .......... .7 8.7 10.1 12.5 11.2 4.3 1.0 48.4

2003 .......... .5 8.0 8.5 10.7 11.1 4.4 1.1 44.2

2004 1........ .4 7.6 8.1 7.1 10.0 4.9 1.5 39.6

2005 .......... .4 7.4 8.0 6.6 9.2 5.2 1.0 37.9

2006 .......... .4 7.4 7.7 6.3 8.3 5.5 1.1 36.8

2007 .......... .5 7.7 7.4 6.1 7.5 5.6 1.1 35.9

2008 .......... .5 8.2 6.9 6.1 6.8 5.5 .8 34.8

2009 .......... .5 8.8 6.6 5.9 6.4 5.3 .7 34.1

2010 .......... .5 9.1 6.4 5.9 6.0 5.0 .6 33.4

2011 .......... .5 9.5 6.6 5.7 5.8 4.5 .4 33.0

2012 .......... .5 9.9 7.1 5.5 5.6 4.2 .6 33.3

2013 .......... .5 10.3 7.8 5.0 5.7 3.8 .6 33.8

2014 .......... .5 10.7 8.5 4.7 5.6 3.7 .7 34.3

Total

1980 .......... 10.7 53.1 15.5 4.8 1.8 .5 .1 86.4

1985 .......... 15.2 53.6 18.4 7.8 3.2 1.1 .3 99.6

1990 .......... 16.4 73.6 32.6 14.5 5.6 1.7 .6 145.0

1995 .......... 15.9 75.2 48.5 24.0 9.6 3.1 .9 177.2

1996 .......... 14.8 77.4 49.1 26.6 10.9 3.4 1.0 183.3

1997 .......... 13.0 74.7 44.8 26.0 10.8 3.0 .8 173.2

1998 .......... 12.5 73.8 44.9 27.5 11.7 3.4 1.0 174.8

1999 .......... 12.6 74.8 45.0 28.7 12.2 3.8 1.2 178.2

2000 .......... 6.7 54.0 42.3 26.3 12.6 4.0 1.3 147.2

2001 .......... 6.6 54.2 44.1 27.8 13.3 4.6 1.5 152.2

2002 .......... 6.2 54.0 44.6 28.0 13.5 5.0 1.6 153.0

2003 .......... 14.2 54.2 45.3 33.6 14.7 5.5 2.0 169.4

2004 1........ 6.9 54.6 41.4 24.5 14.3 5.2 1.8 148.7

2005 .......... 7.3 53.2 39.9 23.9 13.4 5.6 1.3 144.6

2006 .......... 7.6 53.1 38.5 23.2 12.3 5.9 1.4 142.0

2007 .......... 7.6 54.3 37.0 22.4 11.5 6.0 1.5 140.3

2008 .......... 7.7 56.5 35.3 21.6 10.8 5.9 1.1 138.9

2009 .......... 8.0 58.4 34.0 20.9 10.3 5.7 1.0 138.2

2010 .......... 8.2 59.7 33.4 20.3 9.9 5.4 .9 137.8

2011 .......... 8.2 61.3 33.9 19.6 9.6 5.0 .7 138.2

2012 .......... 7.9 62.9 35.4 18.7 9.3 4.6 .9 139.7

2013 .......... 7.6 64.0 37.4 17.6 9.2 4.2 .9 141.0

2014 .......... 7.4 64.7 39.0 16.9 8.9 4.1 1.0 142.0

1 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 2 In force counts are too small for meaningful withheld counts.
OASI Numbers

145

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 62-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged wives

1980........... 409.8 886.1 696.9 430.4 199.4 63.8 13.6 2,700.1

1985........... 453.7 913.8 728.2 445.9 205.3 66.3 14.1 2,827.3

1990........... 406.6 943.5 729.0 468.0 224.8 72.5 15.1 2,859.6

1995........... 342.8 843.6 764.1 483.2 244.5 83.1 17.4 2,778.6

1996........... 319.9 816.5 743.7 499.4 245.3 84.4 17.7 2,726.9

1997........... 303.8 789.8 734.4 511.4 246.6 87.0 18.3 2,691.4

1998........... 290.9 752.9 717.5 516.5 248.4 88.3 18.8 2,633.4

1999........... 279.1 721.7 696.2 520.7 248.3 89.3 18.8 2,574.2

2000........... 281.8 713.5 685.2 516.4 256.7 90.3 19.1 2,562.9

2001........... 267.3 684.4 665.3 503.5 268.2 90.3 19.2 2,498.2

2002........... 252.7 658.4 642.2 495.0 275.9 91.0 19.6 2,434.9

2003........... 237.0 640.3 615.7 482.6 282.3 95.8 19.5 2,373.2

2004........... 233.0 612.4 594.2 478.0 286.4 95.6 20.5 2,320.1

2005........... 247.0 596.0 569.5 474.4 284.3 100.2 18.6 2,290.0

2006........... 255.0 592.1 547.4 466.7 279.3 105.7 18.4 2,264.6

2007........... 256.2 603.1 526.4 453.0 276.5 108.8 18.6 2,242.6

2008........... 259.7 624.6 506.0 435.1 273.1 110.4 18.2 2,227.0

2009........... 269.4 644.2 488.4 418.2 268.6 112.5 17.6 2,219.0

2010........... 277.1 658.9 480.0 400.8 266.6 111.4 18.6 2,213.4

2011........... 275.0 675.5 483.9 384.7 261.9 109.4 17.8 2,208.3

2012........... 265.1 690.4 500.3 369.2 253.8 108.3 17.9 2,204.9

2013........... 254.6 699.4 523.1 353.4 243.5 107.0 18.2 2,199.3

2014........... 246.0 704.6 541.8 340.6 233.9 105.4 18.4 2,190.8

Aged husbands

1980........... .9 5.2 11.8 11.5 6.0 2.3 .8 38.5

1985........... 1.0 4.4 11.4 10.2 5.2 2.0 .7 34.9

1990........... .9 5.0 6.0 8.8 6.3 2.4 .8 30.3

1995........... 1.0 5.6 7.2 5.5 5.5 3.0 .9 28.7

1996........... .9 5.7 7.4 5.6 4.9 3.0 1.0 28.6

1997........... .9 5.8 7.6 6.0 4.3 3.0 1.0 28.7

1998........... .9 6.0 7.8 6.3 3.9 2.9 1.0 28.9

1999........... 1.0 5.9 8.2 6.6 3.8 2.8 1.0 29.3

2000........... 1.1 6.6 8.9 6.9 3.8 2.6 1.1 31.0

2001........... 1.1 7.1 9.4 7.3 4.0 2.3 1.1 32.2

2002........... 1.2 7.5 9.7 7.7 4.3 2.0 1.1 33.4

2003........... 1.2 7.8 9.9 8.1 4.6 2.0 1.1 34.6

2004........... 1.3 8.1 10.3 8.5 5.0 1.9 1.0 36.1

2005........... 1.5 7.9 10.1 8.1 4.5 2.1 .7 34.9

2006........... 1.6 7.8 9.8 7.8 4.1 2.2 .8 34.0

2007........... 1.6 8.1 9.5 7.6 3.7 2.2 .8 33.4

2008........... 1.7 8.7 8.8 7.6 3.3 2.2 .6 32.8

2009........... 1.7 9.3 8.4 7.4 3.1 2.1 .5 32.5

2010........... 1.7 9.8 8.2 7.3 3.0 2.0 .4 32.3

2011........... 1.8 10.2 8.4 7.0 2.9 1.8 .3 32.4

2012........... 1.8 10.6 9.0 6.6 2.8 1.7 .4 32.9

2013........... 1.8 11.0 9.9 6.0 2.9 1.5 .5 33.5

2014........... 1.8 11.5 10.7 5.6 2.8 1.5 .5 34.4

Total

1980........... 410.7 891.3 708.7 441.9 205.5 66.1 14.5 2,738.6

1985........... 454.7 918.2 739.7 456.1 210.5 68.3 14.8 2,862.2

1990........... 407.6 948.5 735.0 476.8 231.1 75.0 15.8 2,889.8

1995........... 343.8 849.2 771.3 488.7 250.0 86.1 18.3 2,807.4

1996........... 320.8 822.2 751.1 505.0 250.2 87.4 18.6 2,755.4

1997........... 304.7 795.7 742.0 517.4 250.9 90.0 19.3 2,720.1

1998........... 291.9 758.9 725.3 522.8 252.4 91.3 19.8 2,662.3

1999........... 280.2 727.7 704.4 527.3 252.1 92.1 19.8 2,603.6

2000........... 282.8 720.1 694.1 523.3 260.5 92.9 20.1 2,593.9

2001........... 268.4 691.5 674.7 510.7 272.2 92.5 20.3 2,530.4

2002........... 253.9 665.8 651.9 502.7 280.2 93.1 20.7 2,468.3

2003........... 238.2 648.0 625.6 490.6 286.9 97.8 20.5 2,407.7

2004........... 234.2 620.5 604.5 486.5 291.3 97.5 21.6 2,356.2

2005........... 248.4 603.9 579.6 482.4 288.9 102.3 19.3 2,324.8

2006........... 256.6 599.9 557.3 474.5 283.3 107.9 19.2 2,298.6

2007........... 257.8 611.2 535.9 460.5 280.2 111.0 19.4 2,276.0

2008........... 261.3 633.2 514.7 442.7 276.5 112.6 18.7 2,259.8

2009........... 271.1 653.5 496.8 425.6 271.7 114.6 18.1 2,251.5

2010........... 278.8 668.7 488.2 408.1 269.5 113.4 19.0 2,245.7

2011........... 276.8 685.7 492.3 391.8 264.8 111.2 18.1 2,240.7

2012........... 266.9 701.0 509.3 375.8 256.6 110.0 18.3 2,237.7

2013........... 256.4 710.5 533.0 359.4 246.3 108.5 18.7 2,232.8

2014........... 247.8 716.1 552.6 346.2 236.7 106.8 19.0 2,225.2
Benefit Payments

146

Source:

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B82.—Aged Spouses of Retired Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year

62-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged wives

1980 ............... 17.9 418.2 436.1 66.7 2,353.0 2,419.7 84.6 2,771.3 2,855.8

1981 ............... 18.4 422.4 440.8 68.0 2,366.7 2,434.7 86.3 2,789.1 2,875.5

1982 ............... 19.0 434.0 453.0 68.7 2,378.7 2,447.4 87.7 2,812.7 2,900.4

1983 ............... 20.0 452.7 472.7 69.8 2,394.3 2,464.1 89.8 2,847.0 2,936.8

1984 ............... 21.7 465.8 487.4 73.8 2,397.0 2,470.8 95.4 2,862.8 2,958.2

1985 ............... 22.8 465.1 487.9 78.0 2,416.6 2,494.7 100.8 2,881.7 2,982.5

1986 ............... 23.5 458.7 482.2 82.7 2,447.4 2,530.1 106.2 2,906.1 3,012.3

1987 ............... 24.3 452.9 477.2 87.2 2,466.4 2,553.6 111.5 2,919.3 3,030.8

1988 ............... 25.0 443.8 468.8 92.0 2,488.8 2,580.7 116.9 2,932.6 3,049.5

1989 ............... 25.1 428.7 453.8 96.3 2,500.2 2,596.5 121.5 2,928.9 3,050.4

1990 ............... 25.7 420.5 446.2 100.9 2,515.2 2,616.1 126.6 2,935.6 3,062.2

1991 ............... 26.3 413.3 439.6 105.4 2,526.7 2,632.1 131.7 2,940.0 3,071.6

1992 ............... 27.0 407.9 434.9 110.0 2,541.0 2,651.0 137.0 2,948.9 3,085.8

1993 ............... 27.2 396.8 424.1 114.0 2,540.9 2,654.9 141.3 2,937.7 3,079.0

1994 ............... 27.2 382.3 409.4 117.8 2,534.4 2,652.3 145.0 2,916.7 3,061.7

1995 ............... 26.3 357.0 383.3 121.5 2,529.2 2,650.8 147.8 2,886.2 3,034.1

1996 ............... 26.2 333.3 359.5 128.3 2,508.3 2,636.6 154.5 2,841.6 2,996.1

1997 ............... 23.8 315.6 339.4 121.8 2,481.7 2,603.5 145.6 2,797.3 2,942.9

1998 ............... 23.9 302.3 326.2 125.1 2,440.3 2,565.4 149.0 2,742.6 2,891.6

1999 ............... 24.9 290.6 315.4 131.6 2,401.5 2,533.1 156.5 2,692.0 2,848.5

2000 ............... 24.3 287.3 311.6 128.0 2,367.3 2,495.3 152.3 2,654.6 2,806.9

2001 ............... 25.8 272.9 298.8 134.7 2,325.6 2,460.3 160.5 2,598.6 2,759.1

2002 ............... 26.2 258.2 284.4 135.8 2,281.4 2,417.1 162.0 2,539.6 2,701.6

2003 ............... 26.7 250.7 277.4 136.9 2,247.7 2,384.6 163.6 2,498.3 2,661.9

2004 ............... 25.2 239.5 264.8 137.9 2,189.6 2,327.5 163.1 2,429.2 2,592.3

2005 ............... 26.2 253.9 280.0 139.7 2,142.8 2,282.5 165.9 2,396.7 2,562.6

2006 ............... 27.2 262.2 289.3 142.1 2,107.6 2,249.7 169.3 2,369.8 2,539.1

2007 ............... 27.9 263.4 291.3 145.2 2,083.6 2,228.8 173.1 2,347.0 2,520.1

2008 ............... 29.1 266.9 296.1 148.8 2,064.2 2,213.0 178.0 2,331.1 2,509.1

2009 ............... 31.4 276.9 308.3 152.9 2,046.2 2,199.1 184.3 2,323.1 2,507.4

2010 ............... 33.7 284.9 318.6 157.5 2,032.9 2,190.4 191.2 2,317.8 2,509.0

2011 ............... 35.3 282.7 318.0 162.9 2,030.8 2,193.7 198.2 2,313.5 2,511.7

2012 ............... 36.1 272.6 308.7 169.3 2,038.7 2,208.0 205.5 2,311.2 2,516.7

2013 ............... 37.0 261.8 298.8 176.6 2,044.7 2,221.3 213.6 2,306.5 2,520.1

2014 ............... 38.0 252.9 290.9 184.2 2,045.5 2,229.8 222.2 2,298.5 2,520.7

Aged husbands

1980 ............... .1 3.2 3.2 1.0 50.6 51.6 1.1 53.8 54.9

1981 ............... .1 3.5 3.6 1.1 54.6 55.7 1.2 58.1 59.3

1982 ............... .1 3.8 3.9 1.2 59.1 60.4 1.3 62.9 64.2

1983 ............... .1 4.3 4.4 1.4 64.3 65.6 1.5 68.5 70.0

1984 ............... .1 4.7 4.9 1.5 69.2 70.7 1.6 74.0 75.6

1985 ............... .1 4.9 5.0 1.6 75.2 76.8 1.8 80.1 81.8

1986 ............... .1 4.9 5.0 1.8 81.2 83.0 2.0 86.0 88.0

1987 ............... .1 4.7 4.8 2.0 86.2 88.2 2.2 90.9 93.1

1988 ............... .1 4.4 4.5 2.2 90.3 92.6 2.4 94.7 97.1

1989 ............... .1 3.7 3.9 2.4 93.5 96.0 2.5 97.3 99.8

1990 ............... .1 3.4 3.5 2.6 95.8 98.3 2.7 99.2 101.9

1991 ............... .1 3.0 3.1 2.7 97.0 99.8 2.8 100.1 102.9

1992 ............... .1 2.8 2.9 2.8 97.3 100.2 2.9 100.1 103.1

1993 ............... .1 2.8 2.9 3.0 97.2 100.1 3.1 100.0 103.1

1994 ............... .1 2.8 2.9 3.1 96.5 99.6 3.2 99.3 102.5

1995 ............... .1 2.7 2.8 3.2 95.6 98.8 3.3 98.3 101.6

1996 ............... .1 2.4 2.5 3.3 94.8 98.1 3.4 97.1 100.5

1997 ............... .1 2.2 2.3 3.1 93.8 96.9 3.2 96.0 99.2

1998 ............... .1 2.1 2.2 3.0 92.4 95.4 3.1 94.5 97.6

1999 ............... .1 2.2 2.2 2.8 87.6 90.4 2.9 89.7 92.7

2000 ............... .1 2.2 2.3 2.7 84.2 86.9 2.8 86.4 89.2

2001 ............... .1 2.1 2.2 2.6 81.9 84.5 2.7 84.0 86.7

2002 ............... .1 1.9 2.0 2.4 79.9 82.3 2.5 81.8 84.3

2003 ............... .1 1.8 1.9 2.3 77.0 79.3 2.4 78.8 81.2

2004 ............... .1 1.6 1.7 2.5 74.0 76.6 2.7 75.7 78.3

2005 ............... .1 1.9 2.0 2.6 70.8 73.4 2.7 72.8 75.5

2006 ............... .1 2.0 2.2 2.6 68.8 71.4 2.7 70.8 73.6

2007 ............... .1 2.1 2.2 2.7 67.3 69.9 2.8 69.3 72.1

2008 ............... .1 2.1 2.3 2.7 65.5 68.2 2.9 67.6 70.5

2009 ............... .2 2.2 2.3 2.8 64.5 67.2 2.9 66.6 69.6

2010 ............... .2 2.2 2.4 2.8 63.5 66.4 3.0 65.7 68.7

2011 ............... .2 2.3 2.4 2.9 63.1 66.0 3.1 65.4 68.4

2012 ............... .2 2.3 2.5 3.0 63.9 66.9 3.2 66.2 69.4

2013 ............... .2 2.3 2.5 3.1 65.0 68.2 3.3 67.3 70.6

2014 ............... .2 2.3 2.5 3.2 66.4 69.6 3.4 68.7 72.1
OASI Numbers

147

Source: 

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B83.—Aged Spouses of Retired Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year

62-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged wives

1980........... 17.6 409.8 427.3 64.9 2,290.4 2,355.3 82.5 2,700.1 2,782.6

1981........... 17.9 411.8 429.7 66.4 2,309.2 2,375.6 84.2 2,721.0 2,805.3

1982........... 18.6 424.9 443.5 67.1 2,320.2 2,387.3 85.7 2,745.1 2,830.8

1983........... 19.6 443.4 463.0 68.6 2,349.3 2,417.8 88.1 2,792.7 2,880.8

1984........... 21.2 456.6 477.9 72.4 2,352.7 2,425.1 93.7 2,809.3 2,903.0

1985........... 22.2 453.7 476.0 76.7 2,373.5 2,450.2 98.9 2,827.3 2,926.2

1986........... 22.9 446.4 469.3 81.2 2,400.1 2,481.2 104.1 2,846.5 2,950.6

1987........... 23.5 437.8 461.4 85.4 2,412.6 2,498.0 108.9 2,850.4 2,959.3

1988........... 24.1 429.2 453.3 89.2 2,420.9 2,510.1 113.3 2,850.1 2,963.4

1989........... 24.3 415.4 439.8 94.0 2,438.8 2,532.9 118.4 2,854.3 2,972.6

1990........... 24.8 406.6 431.5 98.5 2,452.9 2,551.4 123.3 2,859.6 2,982.9

1991........... 25.4 399.1 424.5 102.8 2,462.2 2,564.9 128.1 2,861.3 2,989.5

1992........... 26.0 393.0 419.0 107.0 2,472.7 2,579.7 133.0 2,865.6 2,998.7

1993........... 26.2 381.7 407.9 110.6 2,464.9 2,575.6 136.8 2,846.6 2,983.4

1994........... 26.1 367.5 393.7 113.9 2,450.7 2,564.6 140.1 2,818.2 2,958.3

1995........... 25.2 342.8 368.0 117.0 2,435.9 2,552.9 142.3 2,778.6 2,920.9

1996........... 25.1 319.9 345.0 123.1 2,407.0 2,530.1 148.2 2,726.9 2,875.1

1997........... 22.9 303.8 326.7 116.7 2,387.5 2,504.3 139.6 2,691.4 2,831.0

1998........... 23.0 290.9 314.0 120.0 2,342.5 2,462.5 143.0 2,633.4 2,776.4

1999........... 23.6 279.1 302.7 127.4 2,295.1 2,422.5 151.0 2,574.2 2,725.2

2000........... 23.2 281.8 304.9 124.3 2,281.1 2,405.4 147.5 2,562.9 2,710.4

2001........... 24.7 267.3 292.0 131.6 2,230.9 2,362.5 156.3 2,498.2 2,654.5

2002........... 25.2 252.7 277.9 133.3 2,182.2 2,315.5 158.5 2,434.9 2,593.4

2003........... 25.8 237.0 262.8 134.8 2,136.2 2,271.0 160.6 2,373.2 2,533.8

2004........... 25.0 233.0 258.0 135.9 2,087.1 2,223.0 160.9 2,320.1 2,481.0

2005........... 25.3 247.0 272.2 136.9 2,043.0 2,179.9 162.2 2,290.0 2,452.2

2006........... 26.2 255.0 281.2 139.3 2,009.6 2,148.9 165.6 2,264.6 2,430.1

2007........... 26.9 256.2 283.1 142.4 1,986.4 2,128.7 169.3 2,242.6 2,411.9

2008........... 28.1 259.7 287.8 145.9 1,967.4 2,113.2 174.0 2,227.0 2,401.0

2009........... 30.3 269.4 299.7 149.8 1,949.6 2,099.5 180.1 2,219.0 2,399.2

2010........... 32.6 277.1 309.7 154.3 1,936.3 2,090.6 186.9 2,213.4 2,400.3

2011........... 34.1 275.0 309.1 159.6 1,933.3 2,092.9 193.7 2,208.3 2,402.0

2012........... 34.9 265.1 300.0 165.9 1,939.8 2,105.7 200.8 2,204.9 2,405.7

2013........... 35.8 254.6 290.4 173.0 1,944.6 2,117.6 208.8 2,199.3 2,408.0

2014........... 36.7 246.0 282.7 180.5 1,944.8 2,125.3 217.2 2,190.8 2,408.0

Aged husbands

1980........... 1/ .9 .9 .3 38.0 38.3 .4 38.9 39.2

1981........... 1/ .8 .8 .4 37.3 37.7 .4 38.2 38.6

1982........... 1/ .8 .8 .4 36.6 37.1 .4 37.5 37.9

1983........... 1/ .9 .9 .5 35.9 36.4 .5 36.8 37.3

1984........... 1/ 1.0 1.0 .7 34.7 35.4 .7 35.6 36.4

1985........... 1/ 1.0 1.0 .7 33.9 34.6 .7 34.9 35.6

1986........... 1/ 1.0 1.0 .7 32.9 33.6 .7 33.9 34.6

1987........... 1/ 1.0 1.0 .7 31.9 32.6 .7 32.9 33.6

1988........... 1/ .9 1.0 .7 30.8 31.5 .7 31.7 32.5

1989........... 1/ .9 .9 .7 30.0 30.8 .7 31.0 31.7

1990........... 1/ .9 1.0 .7 29.3 30.1 .8 30.3 31.0

1991........... 1/ .9 1.0 .8 28.7 29.5 .8 29.7 30.5

1992........... 1/ 1.0 1.0 .8 28.3 29.1 .8 29.3 30.1

1993........... 1/ 1.0 1.0 .8 28.1 28.9 .9 29.1 29.9

1994........... 1/ 1.1 1.1 .8 27.8 28.6 .9 28.9 29.7

1995........... 1/ 1.0 1.1 .9 27.7 28.6 .9 28.7 29.7

1996........... 1/ .9 1.0 .9 27.6 28.5 1.0 28.6 29.5

1997........... 1/ .9 .9 1.0 27.8 28.8 1.0 28.7 29.7

1998........... 1/ .9 1.0 1.0 27.9 29.0 1.1 28.9 29.9

1999........... .1 1.0 1.1 1.1 28.3 29.4 1.2 29.3 30.5

2000........... .1 1.1 1.1 1.2 29.9 31.2 1.3 31.0 32.3

2001........... .1 1.1 1.2 1.4 31.1 32.4 1.4 32.2 33.6

2002........... .1 1.2 1.3 1.6 32.2 33.8 1.7 33.4 35.1

2003........... .1 1.2 1.3 1.8 33.3 35.1 1.9 34.6 36.5

2004........... .1 1.3 1.4 2.0 34.8 36.8 2.1 36.1 38.2

2005........... .1 1.5 1.6 2.0 33.4 35.4 2.1 34.9 37.0

2006........... .1 1.6 1.7 2.0 32.5 34.5 2.2 34.0 36.2

2007........... .1 1.6 1.8 2.1 31.8 33.9 2.2 33.4 35.7

2008........... .1 1.7 1.8 2.1 31.1 33.2 2.3 32.8 35.0

2009........... .1 1.7 1.9 2.2 30.8 33.0 2.3 32.5 34.8

2010........... .1 1.7 1.9 2.2 30.6 32.8 2.4 32.3 34.7

2011........... .2 1.8 1.9 2.3 30.6 32.9 2.5 32.4 34.8

2012........... .2 1.8 2.0 2.4 31.1 33.5 2.6 32.9 35.4

2013........... .2 1.8 2.0 2.5 31.7 34.2 2.6 33.5 36.2

2014........... .2 1.8 2.0 2.6 32.6 35.1 2.7 34.4 37.1

1 Fewer than 50.
Benefit Payments

148

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 2005 Trustees Report intermediate set of assumptions.

III.B84.—Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980 ............... 221.7 508.7 619.7 633.4 555.6 403.0 183.2 3,125.2

1985 ............... 254.1 467.3 603.4 664.8 624.4 421.6 267.5 3,303.0

1990 ............... 226.3 467.1 592.6 679.3 644.5 470.5 312.4 3,392.8

1995 ............... 177.4 406.2 573.9 660.3 647.4 487.1 342.6 3,294.9

1996 ............... 165.5 387.3 565.8 661.3 643.3 491.7 349.8 3,264.5

1997 ............... 156.4 372.2 545.2 664.1 636.3 494.2 353.7 3,222.1

1998 ............... 155.0 358.0 524.9 656.7 629.2 493.2 355.4 3,172.4

1999 ............... 145.4 344.7 507.8 649.7 628.4 494.6 359.2 3,129.8

2000 ............... 134.2 334.1 487.8 642.1 627.7 494.6 361.9 3,082.4

2001 ............... 124.7 328.0 478.8 630.6 616.5 485.8 355.6 3,020.1

2002 ............... 125.7 310.7 448.8 601.0 641.7 482.7 371.8 2,982.3

2003 ............... 117.2 295.5 413.8 571.9 629.1 490.5 376.8 2,894.8

2004 ............... 101.6 267.9 387.3 536.8 618.8 450.8 348.3 2,711.5

2005 ............... 98.9 248.6 361.8 522.6 597.4 450.9 348.9 2,629.0

2006 ............... 99.2 238.1 339.2 502.7 580.1 451.3 343.2 2,553.9

2007 ............... 98.1 238.3 319.2 479.2 568.4 447.6 339.6 2,490.3

2008 ............... 99.5 242.0 297.0 460.2 553.3 444.9 334.4 2,431.2

2009 ............... 100.1 244.2 278.6 438.0 542.0 446.1 328.1 2,377.2

2010 ............... 100.0 245.2 265.2 416.7 531.7 439.5 326.6 2,324.9

2011 ............... 97.2 247.8 261.5 393.7 519.4 434.1 323.6 2,277.3

2012 ............... 92.5 250.7 267.6 373.4 502.0 427.3 321.8 2,235.2

2013 ............... 88.0 253.3 279.5 344.9 488.7 419.4 321.7 2,195.5

2014 ............... 84.6 255.1 288.4 321.3 468.0 416.9 323.3 2,157.5

Aged widower

1980 ............... .8 1.6 1.9 2.1 1.6 1.1 .6 9.6

1985 ............... 1.4 3.0 3.2 3.9 2.8 1.7 1.0 17.1

1990 ............... 2.6 3.9 5.3 5.7 4.4 2.6 1.4 26.1

1995 ............... 1.8 2.6 5.4 7.2 6.4 4.2 2.4 29.9

1996 ............... 1.8 2.3 5.2 6.8 6.2 4.5 2.7 29.4

1997 ............... 1.9 2.1 4.9 6.6 6.0 4.5 2.9 28.8

1998 ............... 1.8 2.1 4.8 6.8 6.3 4.8 3.2 29.8

1999 ............... 1.8 1.9 4.4 6.8 6.7 5.0 3.5 30.1

2000 ............... 1.9 1.9 4.4 6.9 7.2 5.3 3.9 31.5

2001 ............... 1.6 2.1 4.5 7.4 7.5 5.0 4.1 32.3

2002 ............... 1.3 2.2 3.2 5.5 7.1 5.4 4.4 29.1

2003 ............... 1.1 1.6 2.6 4.4 6.3 5.3 4.8 26.1

2004 ............... 1.0 1.2 2.0 3.8 6.2 5.9 5.5 25.7

2005 ............... 1.2 1.5 2.1 3.7 5.8 5.8 5.2 25.2

2006 ............... 1.2 1.7 2.1 3.6 6.0 5.4 5.3 25.3

2007 ............... 1.3 1.8 2.1 3.6 6.1 4.9 5.5 25.3

2008 ............... 1.4 2.0 1.9 3.7 6.4 4.7 5.2 25.2

2009 ............... 1.4 2.1 1.7 3.5 6.7 4.8 4.7 24.9

2010 ............... 1.4 2.1 1.5 3.6 6.5 5.2 4.2 24.5

2011 ............... 1.5 2.3 1.5 3.5 6.6 5.6 3.6 24.4

2012 ............... 1.5 2.4 1.5 3.4 6.7 5.7 3.4 24.6

2013 ............... 1.5 2.5 1.7 3.0 6.9 5.9 3.2 24.6

2014 ............... 1.5 2.6 1.9 2.7 6.5 6.4 3.3 24.7

Total

1980 ............... 222.5 510.3 621.6 635.5 557.2 404.1 183.7 3,134.8

1985 ............... 255.5 470.3 606.6 668.7 627.2 423.3 268.5 3,320.1

1990 ............... 229.0 471.0 598.0 685.1 649.0 473.1 313.8 3,418.9

1995 ............... 179.2 408.8 579.2 667.5 653.8 491.3 345.0 3,324.8

1996 ............... 167.3 389.5 571.0 668.0 649.5 496.2 352.5 3,294.0

1997 ............... 158.3 374.3 550.1 670.6 642.2 498.7 356.6 3,250.9

1998 ............... 156.8 360.2 529.6 663.5 635.6 497.9 358.6 3,202.2

1999 ............... 147.3 346.6 512.2 656.5 635.1 499.6 362.7 3,159.9

2000 ............... 136.1 336.0 492.1 649.1 634.9 499.9 365.8 3,113.9

2001 ............... 126.3 330.2 483.3 638.0 624.0 490.9 359.7 3,052.4

2002 ............... 127.0 312.9 452.0 606.5 648.8 488.0 376.2 3,011.4

2003 ............... 118.3 297.1 416.5 576.3 635.4 495.8 381.6 2,920.9

2004 ............... 102.6 269.1 389.3 540.6 625.0 456.7 353.8 2,737.1

2005 ............... 100.0 250.2 363.8 526.3 603.2 456.7 354.0 2,654.2

2006 ............... 100.5 239.7 341.2 506.3 586.1 456.7 348.5 2,579.1

2007 ............... 99.4 240.1 321.3 482.7 574.5 452.6 345.1 2,515.7

2008 ............... 100.8 243.9 298.9 463.9 559.7 449.7 339.5 2,456.4

2009 ............... 101.5 246.3 280.3 441.5 548.7 450.9 332.9 2,402.1

2010 ............... 101.4 247.3 266.8 420.3 538.2 444.7 330.8 2,349.4

2011 ............... 98.6 250.1 263.0 397.2 526.0 439.7 327.2 2,301.8

2012 ............... 93.9 253.1 269.1 376.8 508.7 433.0 325.2 2,259.8

2013 ............... 89.4 255.8 281.2 347.8 495.6 425.2 325.0 2,220.1

2014 ............... 86.1 257.6 290.2 324.0 474.5 423.3 326.6 2,182.3
OASI Numbers

149

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 2005 Trustees Report intermediate set of assumptions.

Table III.B85.—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, 1980-2014)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980........... 4.800 4.744 4.689 5.357 5.499 4.805 1.620 4.793

1981........... 4.802 5.282 5.159 6.018 5.822 5.526 1.776 5.142

1982........... 4.626 5.535 5.385 6.409 6.210 5.752 1.774 5.263

1983........... 4.455 5.716 5.473 6.784 6.452 5.918 1.791 5.333

1984........... 3.922 5.851 5.741 6.917 6.542 5.394 2.433 5.273

1985........... 3.925 5.636 5.498 6.705 7.002 6.146 2.593 5.238

1986........... 3.893 5.279 5.282 6.526 7.196 5.865 2.819 5.104

1987........... 3.719 4.939 5.083 6.360 7.174 5.964 2.789 4.909

1988........... 3.675 4.480 4.863 6.007 7.219 6.207 2.876 4.726

1989........... 3.686 4.509 4.515 5.890 7.215 6.475 2.820 4.673

1990........... 3.807 4.638 4.355 5.963 7.248 6.689 3.018 4.745

1991........... 4.896 5.176 4.537 6.126 7.535 7.424 2.875 5.288

1992........... 4.940 5.280 4.473 6.159 7.423 7.680 3.269 5.336

1993........... 4.658 5.336 4.541 6.699 7.489 8.437 3.684 5.406

1994........... 4.474 5.403 4.653 6.420 7.719 8.712 3.865 5.407

1995........... 4.259 5.220 4.567 6.126 7.843 8.475 4.111 5.268

1996........... 4.035 5.332 4.521 6.060 7.993 9.021 4.693 5.275

1997........... 3.815 5.685 4.590 6.254 8.554 8.997 5.192 5.403

1998........... 3.897 5.929 4.748 6.105 9.140 8.798 5.426 5.541

1999........... 3.716 6.602 5.260 6.938 9.387 9.284 6.166 5.951

2000........... 3.383 7.865 5.972 8.079 9.984 9.658 5.453 6.542

2001........... 3.180 7.461 5.879 8.098 10.151 8.545 4.459 6.365

2002........... 3.572 7.899 6.255 8.528 10.839 9.352 5.129 6.845

2003........... 3.630 8.133 5.814 8.063 11.005 9.325 5.283 6.732

2004........... 3.543 8.985 6.030 7.761 11.373 11.367 5.413 6.984

2005........... 3.516 8.729 6.014 8.003 11.180 10.352 5.323 6.916

2006........... 3.505 8.845 6.016 8.009 11.205 10.325 5.323 6.942

2007........... 3.458 8.814 6.033 8.051 11.240 10.345 5.323 6.940

2008........... 3.365 8.685 6.039 8.043 11.249 10.365 5.323 6.927

2009........... 3.289 8.561 6.035 8.027 11.210 10.373 5.323 6.908

2010........... 3.218 8.398 6.016 8.045 11.214 10.386 5.323 6.877

2011........... 3.200 8.360 5.996 8.059 11.239 10.372 5.323 6.902

2012........... 3.197 8.466 5.982 8.101 11.287 10.356 5.323 6.963

2013........... 3.200 8.556 5.983 8.118 11.267 10.352 5.323 7.006

2014........... 3.231 8.468 5.991 8.086 11.252 10.366 5.323 6.980

Aged widower

1980........... .084 .435 .610 .873 .913 .899 .640 .469

1981........... .103 .528 .706 1.104 .929 1.224 .741 .562

1982........... .145 .682 1.000 1.562 1.445 1.653 1.008 .783

1983........... .136 .521 .806 1.299 1.204 1.381 .836 .661

1984........... .114 .409 .726 1.045 1.039 .879 .652 .537

1985........... .102 .333 .607 .970 .920 .907 .739 .476

1986........... .104 .351 .586 .861 .955 .705 .690 .464

1987........... .092 .376 .535 .890 1.030 .823 .675 .475

1988........... .085 .399 .545 .819 1.059 .870 .735 .473

1989........... .089 .494 .513 .838 1.159 .951 .669 .514

1990........... .090 .554 .542 .761 1.227 1.046 .804 .534

1991........... 1.024 .640 .611 .815 1.213 1.211 .737 .846

1992........... 1.058 .518 .682 .766 1.149 1.201 .893 .835

1993........... .996 .464 .591 .817 1.056 1.381 1.206 .794

1994........... .831 .400 .714 .793 1.032 1.337 1.352 .757

1995........... .830 .372 .594 .788 .971 1.325 1.402 .716

1996........... .813 .367 .531 .800 .962 1.327 1.455 .704

1997........... .711 .434 .497 .880 .954 1.251 1.752 .699

1998........... .681 .481 .496 .849 1.144 1.195 1.870 .717

1999........... .694 .591 .561 1.040 1.268 1.165 1.875 .801

2000........... .677 .820 .746 1.260 1.546 1.161 1.558 .949

2001........... .768 .775 .780 1.231 1.767 1.006 1.030 .980

2002........... .946 .907 .899 1.274 2.160 1.124 1.308 1.134

2003........... .981 1.112 .876 1.253 2.334 1.212 1.199 1.181

2004........... .903 1.315 .966 1.142 2.550 1.708 1.470 1.260

2005........... .899 1.306 .951 1.216 2.436 1.421 1.353 1.230

2006........... .908 1.368 .955 1.211 2.475 1.397 1.353 1.254

2007........... .907 1.385 .969 1.223 2.519 1.467 1.353 1.266

2008........... .873 1.366 .974 1.216 2.522 1.527 1.353 1.266

2009........... .842 1.342 .967 1.205 2.461 1.555 1.353 1.263

2010........... .822 1.312 .951 1.218 2.507 1.571 1.353 1.257

2011........... .834 1.295 .937 1.216 2.514 1.535 1.353 1.253

2012........... .818 1.309 .931 1.239 2.562 1.497 1.353 1.252

2013........... .827 1.327 .933 1.241 2.474 1.497 1.353 1.253

2014........... .834 1.306 .938 1.235 2.492 1.540 1.353 1.246
Benefit Payments

150

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 2005 Trustees Report intermediate set of assumptions.

III.B86.—Awards to Uninsured Aged Widow(er)s of Deceased Workers

(By age and gender, calendar years, 1980-2014)

[In thousands]

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980 ............... 84.0 58.0 47.3 39.9 25.6 11.7 3.0 269.4

1985 ............... 70.7 72.0 57.0 48.1 30.6 14.1 4.4 296.8

1990 ............... 62.5 62.3 47.7 43.7 30.8 14.4 4.7 266.1

1995 ............... 61.7 63.7 50.9 46.6 35.2 17.3 5.7 281.1

1996 ............... 57.0 62.7 49.9 47.4 35.9 18.2 6.0 277.1

1997 ............... 52.5 63.7 50.6 49.6 37.0 18.9 6.4 278.6

1998 ............... 52.4 63.3 50.6 50.4 37.4 19.4 6.5 280.1

1999 ............... 49.3 67.3 56.1 56.8 40.3 20.5 6.9 297.2

2000 ............... 43.8 79.0 63.4 64.9 45.8 21.6 6.9 325.5

2001 ............... 40.1 72.4 62.2 65.3 48.6 21.2 6.7 316.5

2002 ............... 44.8 74.8 64.0 68.1 53.4 25.4 8.3 338.8

2003 ............... 44.9 72.1 59.4 64.2 51.4 25.1 7.9 325.0

2004 ............... 43.7 75.5 59.3 63.8 53.6 27.0 8.6 331.4

2005 ............... 44.2 71.6 57.7 65.7 55.8 26.3 8.0 329.3

2006 ............... 44.8 72.8 55.0 65.6 58.1 25.4 7.9 329.7

2007 ............... 45.0 75.2 52.5 64.8 58.3 25.2 7.9 328.9

2008 ............... 43.8 78.5 48.0 64.2 58.6 25.6 7.8 326.5

2009 ............... 42.8 80.6 44.5 61.9 59.7 26.0 7.6 323.1

2010 ............... 41.4 81.4 42.4 59.9 59.1 26.8 7.6 318.6

2011 ............... 39.8 83.7 42.0 56.9 58.8 27.3 7.5 316.0

2012 ............... 37.9 87.0 43.2 54.2 57.4 27.3 7.5 314.5

2013 ............... 36.2 89.0 45.4 49.7 56.6 27.3 7.5 311.6

2014 ............... 35.8 88.5 47.1 46.1 54.7 27.8 7.6 307.7

Aged widower

1980 ............... .3 1.0 1.3 1.2 .9 .5 .2 5.3

1985 ............... .4 1.1 1.4 1.4 .9 .5 .2 5.9

1990 ............... .3 1.1 1.5 1.4 1.2 .6 .2 6.3

1995 ............... 3.0 1.2 1.6 1.7 1.3 .8 .4 10.0

1996 ............... 2.9 1.2 1.5 1.7 1.3 .9 .4 9.9

1997 ............... 2.5 1.3 1.5 1.9 1.3 .9 .4 10.0

1998 ............... 2.4 1.4 1.5 2.0 1.4 1.0 .5 10.2

1999 ............... 2.6 1.7 1.9 2.3 1.8 1.0 .5 11.7

2000 ............... 2.5 2.4 2.4 2.9 2.4 1.1 .5 14.2

2001 ............... 2.5 2.2 2.4 2.9 2.8 1.1 .5 14.6

2002 ............... 2.9 2.6 2.7 2.9 3.2 1.6 .8 16.6

2003 ............... 3.1 2.8 2.6 2.9 3.1 1.6 .7 16.8

2004 ............... 3.1 3.0 2.7 2.7 3.1 1.9 .8 17.3

2005 ............... 3.2 2.9 2.7 2.8 3.2 1.3 .7 16.7

2006 ............... 3.4 3.0 2.6 2.8 3.6 1.0 .7 17.1

2007 ............... 3.6 3.2 2.5 2.7 3.7 .9 .8 17.6

2008 ............... 3.6 3.5 2.2 2.8 3.9 1.0 .7 17.7

2009 ............... 3.4 3.8 2.0 2.7 4.1 1.0 .6 17.6

2010 ............... 3.3 3.9 1.8 2.8 4.0 1.2 .6 17.5

2011 ............... 3.5 4.1 1.8 2.7 4.1 1.2 .5 17.8

2012 ............... 3.4 4.4 1.9 2.6 4.0 1.2 .5 18.1

2013 ............... 3.4 4.6 2.1 2.3 4.1 1.3 .5 18.3

2014 ............... 3.5 4.7 2.3 2.1 4.0 1.4 .5 18.5

Total

1980 ............... 84.3 59.0 48.5 41.1 26.5 12.1 3.2 274.8

1985 ............... 71.1 73.1 58.4 49.5 31.5 14.6 4.6 302.7

1990 ............... 62.8 63.4 49.2 45.1 32.0 15.1 4.9 272.4

1995 ............... 64.6 64.9 52.5 48.3 36.6 18.2 6.1 291.2

1996 ............... 60.0 63.8 51.4 49.1 37.2 19.1 6.4 287.0

1997 ............... 55.0 65.0 52.1 51.5 38.3 19.8 6.8 288.6

1998 ............... 54.8 64.8 52.2 52.4 38.9 20.3 7.0 290.3

1999 ............... 51.9 68.9 58.0 59.2 42.0 21.5 7.4 309.0

2000 ............... 46.3 81.4 65.8 67.8 48.2 22.7 7.5 339.7

2001 ............... 42.6 74.7 64.6 68.2 51.5 22.3 7.2 331.1

2002 ............... 47.8 77.4 66.6 71.0 56.5 27.0 9.1 355.4

2003 ............... 48.1 74.8 62.1 67.1 54.5 26.7 8.5 341.8

2004 ............... 46.7 78.4 62.0 66.5 56.7 28.9 9.4 348.7

2005 ............... 47.4 74.5 60.4 68.5 59.0 27.5 8.7 345.9

2006 ............... 48.2 75.8 57.6 68.4 61.7 26.4 8.7 346.8

2007 ............... 48.6 78.5 55.0 67.5 62.1 26.2 8.7 346.5

2008 ............... 47.4 82.0 50.2 67.1 62.4 26.5 8.5 344.1

2009 ............... 46.2 84.3 46.5 64.6 63.8 27.0 8.3 340.7

2010 ............... 44.7 85.3 44.3 62.6 63.1 27.9 8.2 336.1

2011 ............... 43.2 87.9 43.8 59.6 62.8 28.6 7.9 333.9

2012 ............... 41.3 91.4 45.1 56.8 61.5 28.5 8.0 332.5

2013 ............... 39.6 93.6 47.5 52.0 60.7 28.5 8.0 329.9

2014 ............... 39.4 93.3 49.5 48.2 58.7 29.2 8.0 326.3
OASI Numbers

151

Sources: 

• Historical percentages computed by dividing number withheld by number in force.

• Future percentages projected based on historical trends.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B87.—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, 1980-2014)

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980........... 0.502 0.249 0.108 0.035 0.042 0.045 0.045 0.121

1981........... 1.874 .374 .163 .052 .063 .068 .068 .259

1982........... .739 .692 .302 .098 .117 .126 .126 .284

1983........... .586 .673 .294 .095 .114 .123 .123 .266

1984........... .681 .843 .173 .050 .139 .088 .717 .309

1985........... 1.177 2.100 .811 .120 .257 .088 .400 .652

1986........... 1.768 2.210 .855 .198 .358 .150 .750 .790

1987........... 2.028 2.385 .956 .245 .386 .195 .737 .878

1988........... 1.537 2.485 1.147 .488 .642 .911 .971 1.095

1989........... 1.460 2.592 1.115 .700 .787 1.111 1.100 1.203

1990........... .096 1.078 1.574 1.200 1.207 1.956 1.797 1.336

1991........... .105 1.200 1.459 1.280 1.381 2.318 2.132 1.466

1992........... .157 1.744 1.935 1.960 2.030 3.016 2.949 2.073

1993........... .158 1.720 1.777 1.952 2.023 2.647 3.027 2.003

1994........... .221 2.365 2.454 2.553 2.781 3.401 3.946 2.687

1995........... .273 2.776 2.909 2.922 3.191 3.600 4.540 3.080

1996........... .329 3.269 3.514 3.224 3.579 3.816 5.083 3.491

1997........... .355 3.472 3.860 3.204 3.722 3.741 5.193 3.611

1998........... .380 3.825 4.196 3.442 3.954 3.952 5.632 3.887

1999........... .439 4.313 4.490 3.859 4.230 4.346 6.232 4.276

2000........... .496 4.620 4.605 4.061 4.398 4.609 6.599 4.507

2001........... .593 5.232 5.511 4.674 4.892 5.156 7.183 5.117

2002........... .668 6.269 6.278 5.703 5.005 5.895 8.605 5.879

2003........... .721 6.645 4.562 5.714 4.489 7.675 10.314 6.107

2004 1 ....... 6.471 4.888 4.170 2.348 1.162 .549 1.877 2.384

2005........... 6.348 4.883 4.187 2.359 1.159 .548 1.877 2.352

2006........... 6.354 4.888 4.191 2.349 1.155 .547 1.877 2.333

2007........... 6.283 4.892 4.177 2.322 1.152 .548 1.877 2.315

2008........... 6.313 4.841 4.163 2.307 1.146 .547 1.877 2.305

2009........... 6.370 4.812 4.172 2.326 1.153 .548 1.877 2.305

2010........... 6.421 4.781 4.200 2.332 1.160 .548 1.877 2.310

2011........... 6.457 4.790 4.230 2.318 1.151 .549 1.877 2.317

2012........... 6.467 4.791 4.250 2.283 1.136 .549 1.877 2.325

2013........... 6.467 4.781 4.246 2.266 1.124 .550 1.877 2.337

2014........... 6.438 4.774 4.235 2.291 1.140 .549 1.877 2.359

Aged widower

1980........... 32.443 4.738 4.881 4.853 4.862 4.860 4.882 7.101

1981........... 57.855 9.444 9.600 9.571 9.483 9.474 9.546 13.541

1982........... 35.399 16.540 16.484 16.502 16.479 16.405 16.552 18.087

1983........... 36.144 21.662 21.733 21.739 21.715 21.742 21.648 23.012

1984........... 35.532 51.357 34.589 24.316 14.454 7.584 2.357 27.254

1985........... 35.335 54.452 41.158 28.918 18.721 11.040 3.947 31.302

1986........... 26.291 56.450 46.298 33.894 21.964 13.229 3.700 33.749

1987........... 27.089 58.495 51.251 37.005 25.458 16.223 7.161 37.063

1988........... 24.073 56.187 53.816 39.826 28.470 19.482 9.768 38.224

1989........... 26.564 59.995 58.333 44.697 33.662 24.257 13.664 42.942

1990........... 28.210 56.522 60.049 48.704 38.821 32.460 22.028 45.365

1991........... 28.493 55.119 60.490 50.387 41.898 41.718 37.153 47.984

1992........... 24.105 47.647 57.510 55.047 45.350 41.302 35.788 47.452

1993........... 22.125 46.594 58.709 58.599 48.126 41.405 38.597 49.124

1994........... 21.025 40.181 53.312 62.122 55.157 49.023 48.674 51.192

1995........... 19.632 41.374 58.464 69.178 57.992 48.367 51.254 55.082

1996........... 20.068 36.730 59.726 68.887 58.697 54.886 58.527 56.612

1997........... 16.017 49.641 66.327 73.165 65.044 55.516 61.213 60.903

1998........... 13.914 45.268 66.632 75.351 69.386 57.152 62.407 62.497

1999........... 23.372 28.693 64.532 73.164 69.152 54.942 58.448 60.464

2000........... 31.362 26.103 60.365 73.079 73.795 59.050 61.110 62.268

2001........... 25.000 33.537 63.391 74.744 74.631 58.285 60.739 63.614

2002........... 14.529 26.622 63.716 74.550 77.365 70.820 67.094 65.856

2003........... 11.681 22.446 60.812 74.753 76.477 74.571 70.977 67.299

2004 1 ........ 25.400 35.054 51.151 61.506 75.565 79.705 70.496 67.567

2005........... 25.465 39.462 49.960 61.567 75.086 79.498 70.496 66.687

2006........... 25.654 40.175 50.363 61.634 75.103 79.202 70.496 66.326

2007........... 25.695 40.364 51.231 61.650 75.496 79.315 70.496 66.068

2008........... 25.625 39.745 51.369 61.481 75.818 79.567 70.496 65.953

2009........... 25.568 38.557 51.393 61.482 75.405 79.989 70.496 65.919

2010........... 25.655 37.352 50.729 61.621 75.485 80.375 70.496 65.957

2011........... 25.712 37.550 49.574 61.669 75.496 80.254 70.496 65.890

2012........... 25.672 37.567 48.918 61.706 76.274 80.045 70.496 65.873

2013........... 25.705 36.997 48.983 61.741 75.766 79.744 70.496 65.597

2014........... 25.711 36.741 49.234 61.641 75.374 79.769 70.496 65.432

1 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years.
Benefit Payments

152

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 2005 Trustees Report intermediate set of assumptions.

III.B88.—Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980 .......... 1.1 1.3 0.7 0.2 0.2 0.2 0.1 3.8

1985 .......... 3.0 9.8 4.9 .8 1.6 .4 1.1 21.5

1990 .......... .2 5.0 9.3 8.2 7.8 9.2 5.6 45.3

1995 .......... .5 11.3 16.7 19.3 20.7 17.5 15.6 101.5

1996 .......... .5 12.7 19.9 21.3 23.0 18.8 17.8 114.0

1997 .......... .6 12.9 21.0 21.3 23.7 18.5 18.4 116.3

1998 .......... .6 13.7 22.0 22.6 24.9 19.5 20.0 123.3

1999 .......... .6 14.9 22.8 25.1 26.6 21.5 22.4 133.8

2000 .......... .7 15.4 22.5 26.1 27.6 22.8 23.9 138.9

2001 .......... .7 17.2 26.4 29.5 30.2 25.1 25.5 154.5

2002 .......... .8 19.5 28.2 34.3 32.1 28.5 32.0 175.3

2003 .......... .8 19.6 18.9 32.7 28.2 37.6 38.9 176.8

2004 1 ....... 6.6 13.1 16.2 12.6 7.2 2.5 6.5 64.6

2005 .......... 6.3 12.1 15.1 12.3 6.9 2.5 6.5 61.8

2006 .......... 6.3 11.6 14.2 11.8 6.7 2.5 6.4 59.6

2007 .......... 6.2 11.7 13.3 11.1 6.5 2.5 6.4 57.7

2008 .......... 6.3 11.7 12.4 10.6 6.3 2.4 6.3 56.0

2009 .......... 6.4 11.8 11.6 10.2 6.2 2.4 6.2 54.8

2010 .......... 6.4 11.7 11.1 9.7 6.2 2.4 6.1 53.7

2011 .......... 6.3 11.9 11.1 9.1 6.0 2.4 6.1 52.8

2012 .......... 6.0 12.0 11.4 8.5 5.7 2.3 6.0 52.0

2013 .......... 5.7 12.1 11.9 7.8 5.5 2.3 6.0 51.3

2014 .......... 5.4 12.2 12.2 7.4 5.3 2.3 6.1 50.9

Aged widower

1980 .......... .3 .1 .1 .1 .1 .1 2/ .7

1985 .......... .5 1.6 1.3 1.1 .5 .2 2/ 5.4

1990 .......... .7 2.2 3.2 2.8 1.7 .8 .3 11.8

1995 .......... .4 1.1 3.1 5.0 3.7 2.0 1.2 16.5

1996 .......... .4 .8 3.1 4.7 3.6 2.5 1.6 16.7

1997 .......... .3 1.0 3.3 4.8 3.9 2.5 1.8 17.5

1998 .......... .3 1.0 3.2 5.1 4.4 2.7 2.0 18.6

1999 .......... .4 .5 2.8 5.0 4.6 2.8 2.0 18.2

2000 .......... .6 .5 2.6 5.1 5.3 3.1 2.4 19.6

2001 .......... .4 .7 2.8 5.5 5.6 2.9 2.5 20.5

2002 .......... .2 .6 2.0 4.1 5.5 3.8 3.0 19.2

2003 .......... .1 .4 1.6 3.3 4.8 4.0 3.4 17.5

2004 1........ .3 .4 1.0 2.4 4.7 4.7 3.9 17.3

2005 .......... .3 .6 1.0 2.3 4.4 4.6 3.6 16.8

2006 .......... .3 .7 1.0 2.2 4.5 4.3 3.8 16.8

2007 .......... .3 .7 1.1 2.2 4.6 3.9 3.9 16.7

2008 .......... .4 .8 1.0 2.3 4.9 3.8 3.6 16.6

2009 .......... .4 .8 .9 2.1 5.1 3.8 3.3 16.4

2010 .......... .4 .8 .8 2.2 4.9 4.2 3.0 16.2

2011 .......... .4 .8 .7 2.1 5.0 4.5 2.5 16.1

2012 .......... .4 .9 .7 2.1 5.1 4.6 2.4 16.2

2013 .......... .4 .9 .8 1.8 5.2 4.7 2.3 16.1

2014 .......... .4 .9 .9 1.7 4.9 5.1 2.3 16.2

Total

1980 .......... 1.4 1.3 .8 .3 .3 .2 .1 4.5

1985 .......... 3.5 11.5 6.2 1.9 2.1 .6 1.1 26.9

1990 .......... 1.0 7.2 12.5 11.0 9.5 10.0 5.9 57.1

1995 .......... .8 12.3 19.8 24.3 24.4 19.5 16.8 118.0

1996 .......... .9 13.5 23.0 26.0 26.7 21.3 19.3 130.6

1997 .......... .9 14.0 24.3 26.1 27.6 21.0 20.1 133.9

1998 .......... .8 14.7 25.2 27.7 29.3 22.2 22.0 141.9

1999 .......... 1.1 15.4 25.6 30.0 31.2 24.3 24.4 152.0

2000 .......... 1.3 15.9 25.1 31.1 32.9 25.9 26.3 158.5

2001 .......... 1.1 17.9 29.2 35.0 35.8 28.0 28.0 175.1

2002 .......... 1.0 20.1 30.2 38.3 37.6 32.3 35.0 194.5

2003 .......... 1.0 20.0 20.5 35.9 33.1 41.6 42.3 194.3

2004 1........ 6.8 13.5 17.2 15.0 11.9 7.2 10.4 82.0

2005 .......... 6.6 12.7 16.2 14.6 11.3 7.1 10.2 78.7

2006 .......... 6.6 12.3 15.3 14.0 11.2 6.7 10.2 76.3

2007 .......... 6.5 12.4 14.4 13.3 11.2 6.4 10.2 74.4

2008 .......... 6.6 12.5 13.3 12.9 11.2 6.2 9.9 72.6

2009 .......... 6.7 12.6 12.5 12.3 11.3 6.3 9.5 71.2

2010 .......... 6.8 12.5 11.9 11.9 11.1 6.6 9.1 69.9

2011 .......... 6.6 12.7 11.8 11.3 11.0 6.9 8.6 68.9

2012 .......... 6.4 12.9 12.1 10.6 10.8 6.9 8.4 68.2

2013 .......... 6.1 13.0 12.7 9.7 10.7 7.0 8.3 67.5

2014 .......... 5.8 13.1 13.1 9.0 10.2 7.4 8.4 67.1

1 Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years. 2 Fewer than 50.
OASI Numbers

153

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 2005 Trustees Report intermediate set of assumptions.

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

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Year 60-64 65-69 70-74 75-79 80-84 85-89 90 or older Total

Aged widow

1980........... 220.6 507.4 619.0 633.2 555.4 402.8 183.1 3,121.5

1985........... 251.1 457.5 598.5 664.0 622.8 421.2 266.4 3,281.5

1990........... 226.1 462.1 583.3 671.2 636.8 461.3 306.8 3,347.5

1995........... 176.9 394.9 557.2 641.0 626.7 469.6 327.1 3,193.4

1996........... 164.9 374.6 545.9 639.9 620.2 472.9 332.0 3,150.6

1997........... 155.8 359.3 524.1 642.8 612.6 475.8 335.3 3,105.8

1998........... 154.4 344.3 502.9 634.1 604.4 473.7 335.4 3,049.1

1999........... 144.8 329.9 485.0 624.6 601.8 473.1 336.8 2,996.0

2000........... 133.6 318.6 465.3 616.1 600.1 471.8 338.0 2,943.5

2001........... 124.0 310.9 452.4 601.1 586.4 460.8 330.1 2,865.6

2002........... 124.9 291.2 420.6 566.7 609.6 454.2 339.8 2,807.0

2003........... 116.4 275.9 394.9 539.2 600.9 452.9 337.9 2,718.1

2004........... 95.0 254.8 371.2 524.2 611.6 448.3 341.7 2,646.8

2005........... 92.6 236.5 346.6 510.3 590.5 448.4 342.3 2,567.1

2006........... 92.9 226.5 325.0 490.9 573.4 448.9 336.8 2,494.3

2007........... 91.9 226.6 305.9 468.0 561.8 445.2 333.2 2,432.7

2008........... 93.2 230.2 284.6 449.6 546.9 442.5 328.1 2,375.2

2009........... 93.8 232.5 267.0 427.9 535.7 443.6 322.0 2,322.4

2010........... 93.5 233.5 254.1 407.0 525.6 437.1 320.5 2,271.2

2011........... 90.9 235.9 250.5 384.6 513.5 431.7 317.5 2,224.6

2012........... 86.5 238.7 256.2 364.8 496.3 425.0 315.7 2,183.2

2013........... 82.3 241.2 267.6 337.0 483.3 417.0 315.7 2,144.1

2014........... 79.1 242.9 276.1 313.9 462.7 414.6 317.2 2,106.6

Aged widower

1980........... .5 1.5 1.8 2.0 1.5 1.0 .5 8.9

1985........... .9 1.4 1.9 2.8 2.3 1.5 .9 11.7

1990........... 1.9 1.7 2.1 2.9 2.7 1.7 1.1 14.2

1995........... 1.5 1.5 2.2 2.2 2.7 2.2 1.2 13.4

1996........... 1.4 1.4 2.1 2.1 2.6 2.0 1.1 12.8

1997........... 1.6 1.1 1.7 1.8 2.1 2.0 1.1 11.2

1998........... 1.6 1.2 1.6 1.7 1.9 2.0 1.2 11.2

1999........... 1.4 1.3 1.5 1.8 2.1 2.3 1.5 11.9

2000........... 1.3 1.4 1.7 1.9 1.9 2.2 1.5 11.9

2001........... 1.2 1.4 1.6 1.9 1.9 2.1 1.6 11.7

2002........... 1.1 1.6 1.2 1.4 1.6 1.6 1.5 9.9

2003........... .9 1.2 1.0 1.1 1.5 1.3 1.4 8.5

2004........... .7 .8 1.0 1.5 1.5 1.2 1.6 8.3

2005........... .9 .9 1.0 1.4 1.4 1.2 1.5 8.4

2006........... .9 1.0 1.0 1.4 1.5 1.1 1.6 8.5

2007........... 1.0 1.1 1.0 1.4 1.5 1.0 1.6 8.6

2008........... 1.0 1.2 .9 1.4 1.5 1.0 1.5 8.6

2009........... 1.0 1.3 .8 1.3 1.7 1.0 1.4 8.5

2010........... 1.1 1.3 .8 1.4 1.6 1.0 1.2 8.3

2011........... 1.1 1.4 .7 1.3 1.6 1.1 1.1 8.3

2012........... 1.1 1.5 .8 1.3 1.6 1.1 1.0 8.4

2013........... 1.1 1.6 .9 1.1 1.7 1.2 1.0 8.5

2014........... 1.1 1.6 .9 1.0 1.6 1.3 1.0 8.6

Total

1980........... 221.1 508.9 620.8 635.1 556.9 403.8 183.6 3,130.4

1985........... 252.0 458.9 600.4 666.7 625.1 422.7 267.4 3,293.2

1990........... 228.0 463.8 585.4 674.1 639.5 463.0 307.9 3,361.8

1995........... 178.4 396.4 559.4 643.2 629.4 471.7 328.2 3,206.8

1996........... 166.4 376.0 548.0 642.0 622.8 475.0 333.1 3,163.4

1997........... 157.4 360.3 525.8 644.6 614.7 477.7 336.4 3,117.0

1998........... 156.0 345.5 504.4 635.8 606.3 475.7 336.6 3,060.3

1999........... 146.2 331.2 486.6 626.5 603.9 475.3 338.2 3,007.9

2000........... 134.9 320.0 467.0 617.9 602.0 474.0 339.5 2,955.4

2001........... 125.2 312.3 454.1 603.0 588.3 462.9 331.7 2,877.3

2002........... 126.0 292.8 421.8 568.1 611.2 455.8 341.2 2,816.9

2003........... 117.3 277.1 396.0 540.3 602.3 454.2 339.3 2,726.6

2004........... 95.8 255.6 372.1 525.6 613.1 449.5 343.4 2,655.1

2005........... 93.4 237.4 347.7 511.7 591.9 449.6 343.9 2,575.6

2006........... 93.8 227.4 326.0 492.3 574.9 450.0 338.3 2,502.8

2007........... 92.9 227.7 306.9 469.4 563.3 446.2 334.8 2,441.3

2008........... 94.2 231.4 285.5 451.0 548.5 443.5 329.6 2,383.7

2009........... 94.8 233.7 267.8 429.2 537.4 444.6 323.4 2,330.9

2010........... 94.6 234.8 254.9 408.3 527.1 438.1 321.7 2,279.5

2011........... 92.0 237.3 251.2 385.9 515.1 432.8 318.6 2,232.9

2012........... 87.6 240.2 257.0 366.1 497.9 426.1 316.7 2,191.6

2013........... 83.4 242.8 268.5 338.2 484.9 418.2 316.6 2,152.6

2014........... 80.2 244.5 277.1 314.9 464.3 415.9 318.2 2,115.2
Benefit Payments

154

Source:

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B90.—Aged Widow(er)s of Deceased Workers With Benefits In Force

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Calendar 

period

60-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged widows

1980 ............... 357.9 211.6 569.5 812.9 2,913.7 3,726.6 1,170.8 3,125.2 4,296.1

1981 ............... 380.6 216.8 597.4 854.3 2,955.1 3,809.5 1,234.9 3,171.9 4,406.9

1982 ............... 398.2 220.0 618.1 898.6 2,993.8 3,892.3 1,296.7 3,213.7 4,510.5

1983 ............... 407.1 235.5 642.5 949.3 3,029.0 3,978.3 1,356.4 3,264.5 4,620.9

1984 ............... 412.6 250.3 662.9 995.0 3,020.8 4,015.8 1,407.6 3,271.0 4,678.7

1985 ............... 412.6 254.1 666.7 1,058.8 3,048.9 4,107.7 1,471.4 3,303.0 4,774.4

1986 ............... 411.3 247.1 658.5 1,066.0 3,122.1 4,188.0 1,477.3 3,369.2 4,846.5

1987 ............... 386.1 262.9 649.0 1,113.1 3,140.9 4,254.0 1,499.2 3,403.8 4,903.1

1988 ............... 384.4 251.8 636.2 1,173.1 3,147.9 4,320.9 1,557.5 3,399.7 4,957.2

1989 ............... 377.7 239.2 617.0 1,219.8 3,167.5 4,387.3 1,597.5 3,406.8 5,004.3

1990 ............... 376.3 226.3 602.6 1,277.0 3,166.5 4,443.6 1,653.3 3,392.8 5,046.2

1991 ............... 357.4 228.6 586.0 1,315.3 3,179.0 4,494.2 1,672.7 3,407.5 5,080.2

1992 ............... 358.5 212.9 571.5 1,389.0 3,166.2 4,555.2 1,747.5 3,379.1 5,126.6

1993 ............... 348.2 202.0 550.2 1,423.2 3,149.4 4,572.6 1,771.4 3,351.4 5,122.8

1994 ............... 340.0 192.3 532.3 1,467.8 3,136.1 4,603.9 1,807.8 3,328.4 5,136.2

1995 ............... 330.1 177.4 507.5 1,500.6 3,117.5 4,618.1 1,830.7 3,294.9 5,125.6

1996 ............... 323.5 165.5 489.0 1,523.4 3,099.1 4,622.4 1,846.9 3,264.5 5,111.4

1997 ............... 318.2 156.4 474.6 1,412.3 3,065.7 4,478.0 1,730.6 3,222.1 4,952.7

1998 ............... 312.8 155.0 467.8 1,404.7 3,017.4 4,422.2 1,717.5 3,172.4 4,890.0

1999 ............... 314.3 145.4 459.8 1,405.6 2,984.4 4,390.0 1,720.0 3,129.8 4,849.8

2000 ............... 318.1 134.2 452.3 1,408.5 2,948.2 4,356.7 1,726.6 3,082.4 4,809.0

2001 ............... 319.5 124.7 444.2 1,408.5 2,895.4 4,303.9 1,728.0 3,020.1 4,748.1

2002 ............... 317.7 125.7 443.4 1,408.4 2,856.6 4,265.0 1,726.1 2,982.3 4,708.4

2003 ............... 324.2 117.2 441.4 1,422.7 2,777.6 4,200.3 1,746.9 2,894.8 4,641.7

2004 ............... 343.0 101.6 444.6 1,415.9 2,609.9 4,025.8 1,758.9 2,711.5 4,470.4

2005 ............... 347.7 98.9 446.5 1,417.0 2,530.1 3,947.1 1,764.6 2,629.0 4,393.6

2006 ............... 357.0 99.2 456.2 1,422.3 2,454.7 3,877.0 1,779.4 2,553.9 4,333.2

2007 ............... 369.0 98.1 467.0 1,429.5 2,392.2 3,821.8 1,798.5 2,490.3 4,288.8

2008 ............... 381.8 99.5 481.2 1,442.0 2,331.7 3,773.8 1,823.8 2,431.2 4,255.0

2009 ............... 395.9 100.1 496.0 1,452.5 2,277.0 3,729.5 1,848.4 2,377.2 4,225.5

2010 ............... 407.8 100.0 507.8 1,465.4 2,224.9 3,690.3 1,873.2 2,324.9 4,198.0

2011 ............... 412.8 97.2 510.0 1,485.9 2,180.2 3,666.1 1,898.8 2,277.3 4,176.1

2012 ............... 413.7 92.5 506.1 1,513.4 2,142.7 3,656.2 1,927.1 2,235.2 4,162.3

2013 ............... 416.3 88.0 504.2 1,541.5 2,107.5 3,649.0 1,957.8 2,195.5 4,153.3

2014 ............... 419.4 84.6 503.9 1,571.0 2,072.9 3,643.9 1,990.4 2,157.5 4,147.9

Aged widowers

1980 ............... 7.4 .8 8.2 8.2 8.8 17.0 15.6 9.6 25.2

1981 ............... 8.7 1.1 9.8 9.1 10.7 19.8 17.8 11.8 29.6

1982 ............... 10.1 1.4 11.5 10.0 12.6 22.6 20.0 14.0 34.0

1983 ............... 12.0 1.8 13.8 10.7 14.6 25.4 22.7 16.4 39.1

1984 ............... 12.9 1.4 14.3 11.5 14.3 25.7 24.3 15.7 40.0

1985 ............... 13.1 1.4 14.5 12.4 15.7 28.1 25.5 17.1 42.6

1986 ............... 13.6 2.1 15.8 13.1 17.5 30.6 26.7 19.7 46.4

1987 ............... 13.7 2.2 15.9 13.8 19.0 32.8 27.5 21.2 48.7

1988 ............... 13.8 2.2 16.1 14.2 20.0 34.2 28.0 22.2 50.2

1989 ............... 13.5 2.3 15.8 15.4 22.1 37.5 28.9 24.4 53.3

1990 ............... 13.8 2.6 16.5 14.7 23.4 38.1 28.5 26.1 54.6

1991 ............... 14.8 2.4 17.1 13.8 24.9 38.7 28.5 27.3 55.8

1992 ............... 16.1 2.3 18.4 12.6 25.4 38.0 28.7 27.7 56.3

1993 ............... 17.1 2.3 19.4 10.8 26.8 37.6 27.9 29.1 57.0

1994 ............... 18.4 1.9 20.3 11.0 25.4 36.4 29.4 27.3 56.7

1995 ............... 18.0 1.8 19.8 10.9 28.1 38.9 28.8 29.9 58.7

1996 ............... 18.6 1.8 20.3 11.9 27.7 39.6 30.5 29.4 59.9

1997 ............... 18.0 1.9 19.9 10.8 26.9 37.7 28.9 28.8 57.7

1998 ............... 18.3 1.8 20.1 10.1 28.0 38.1 28.3 29.8 58.1

1999 ............... 17.3 1.8 19.2 9.7 28.3 38.0 27.1 30.1 57.2

2000 ............... 17.4 1.9 19.3 10.0 29.6 39.5 27.3 31.5 58.8

2001 ............... 18.0 1.6 19.6 10.0 30.7 40.7 28.0 32.3 60.3

2002 ............... 18.3 1.3 19.6 10.1 27.8 37.9 28.5 29.1 57.5

2003 ............... 20.1 1.1 21.2 11.5 25.0 36.5 31.6 26.1 57.7

2004 ............... 20.8 1.0 21.8 14.7 24.7 39.3 35.5 25.7 61.2

2005 ............... 21.5 1.2 22.7 15.0 24.1 39.1 36.5 25.2 61.7

2006 ............... 22.5 1.2 23.8 15.4 24.0 39.4 38.0 25.3 63.2

2007 ............... 23.8 1.3 25.1 16.0 24.0 40.1 39.8 25.3 65.2

2008 ............... 25.0 1.4 26.4 16.6 23.8 40.4 41.6 25.2 66.8

2009 ............... 26.3 1.4 27.7 17.2 23.5 40.8 43.5 24.9 68.4

2010 ............... 27.3 1.4 28.8 17.9 23.1 41.0 45.2 24.5 69.8

2011 ............... 27.9 1.5 29.4 18.9 23.0 41.9 46.8 24.4 71.2

2012 ............... 28.4 1.5 29.9 20.0 23.1 43.1 48.4 24.6 73.0

2013 ............... 29.1 1.5 30.6 21.0 23.1 44.1 50.1 24.6 74.7

2014 ............... 30.0 1.5 31.5 21.8 23.3 45.0 51.8 24.7 76.5
OASI Numbers

155

Source:

• All numbers are shown in earlier tables or are summations of numbers shown in earlier tables.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B91.—Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status

(By age and gender, as of December 31, 1980-2014)

[In thousands]

Calendar 

period

60-64 65 or older Total

Insured Uninsured Total Insured Uninsured Total Insured Uninsured Total

Aged widows

1980............... 338.8 220.6 559.4 807.3 2,900.9 3,708.2 1,146.1 3,121.5 4,267.6

1981............... 362.0 219.8 581.9 847.9 2,933.9 3,781.8 1,209.9 3,153.8 4,363.7

1982............... 380.1 222.9 603.0 891.3 2,961.4 3,852.7 1,271.4 3,184.3 4,455.7

1983............... 389.7 237.2 626.9 941.1 2,988.9 3,929.9 1,330.8 3,226.0 4,556.8

1984............... 395.9 248.6 644.5 985.8 3,012.3 3,998.1 1,381.7 3,260.9 4,642.6

1985............... 396.3 251.1 647.4 1,048.9 3,030.4 4,079.3 1,445.2 3,281.5 4,726.7

1986............... 396.5 242.8 639.3 1,054.3 3,099.8 4,154.1 1,450.8 3,342.6 4,793.4

1987............... 371.7 257.6 629.3 1,100.7 3,116.4 4,217.1 1,472.4 3,374.0 4,846.4

1988............... 369.8 247.9 617.7 1,160.6 3,114.5 4,275.1 1,530.4 3,362.4 4,892.8

1989............... 364.2 235.7 599.9 1,205.9 3,130.1 4,336.0 1,570.1 3,365.8 4,935.9

1990............... 361.1 226.1 587.2 1,267.8 3,121.4 4,389.2 1,628.9 3,347.5 4,976.4

1991............... 344.4 228.3 572.7 1,306.8 3,129.2 4,436.1 1,651.2 3,357.6 5,008.8

1992............... 347.2 212.6 559.8 1,381.3 3,096.5 4,477.8 1,728.5 3,309.1 5,037.6

1993............... 338.9 201.7 540.6 1,416.7 3,082.6 4,499.3 1,755.6 3,284.3 5,039.9

1994............... 332.7 191.9 524.6 1,462.5 3,047.1 4,509.7 1,795.2 3,239.0 5,034.2

1995............... 324.9 176.9 501.8 1,496.7 3,016.5 4,513.2 1,821.6 3,193.4 5,015.0

1996............... 319.3 164.9 484.3 1,520.2 2,985.6 4,505.8 1,839.5 3,150.6 4,990.1

1997............... 314.3 155.8 470.1 1,409.4 2,949.9 4,359.3 1,723.7 3,105.8 4,829.5

1998............... 308.9 154.4 463.3 1,401.8 2,894.7 4,296.6 1,710.7 3,049.1 4,759.8

1999............... 310.4 144.8 455.2 1,402.7 2,851.2 4,253.9 1,713.1 2,996.0 4,709.1

2000............... 314.1 133.6 447.6 1,405.6 2,810.0 4,215.6 1,719.7 2,943.5 4,663.2

2001............... 315.5 124.0 439.5 1,405.6 2,741.6 4,147.2 1,721.1 2,865.6 4,586.7

2002............... 313.7 124.9 438.6 1,405.5 2,682.1 4,087.6 1,719.2 2,807.0 4,526.2

2003............... 320.1 116.4 436.5 1,419.8 2,601.7 4,021.5 1,739.9 2,718.1 4,457.9

2004............... 334.0 95.0 429.0 1,410.6 2,551.8 3,962.4 1,744.6 2,646.8 4,391.4

2005............... 338.5 92.6 431.1 1,411.7 2,474.6 3,886.3 1,750.2 2,567.1 4,317.3

2006............... 347.5 92.9 440.4 1,417.1 2,401.4 3,818.5 1,764.6 2,494.3 4,258.9

2007............... 359.0 91.9 450.9 1,424.3 2,340.8 3,765.0 1,783.3 2,432.7 4,215.9

2008............... 371.4 93.2 464.5 1,436.7 2,282.0 3,718.7 1,808.0 2,375.2 4,183.2

2009............... 385.1 93.8 478.8 1,447.1 2,228.6 3,675.7 1,832.2 2,322.4 4,154.5

2010............... 396.7 93.5 490.2 1,459.9 2,177.6 3,637.5 1,856.6 2,271.2 4,127.8

2011............... 401.6 90.9 492.5 1,480.3 2,133.7 3,614.0 1,881.9 2,224.6 4,106.5

2012............... 402.3 86.5 488.8 1,507.7 2,096.7 3,604.4 1,910.0 2,183.2 4,093.2

2013............... 404.8 82.3 487.0 1,535.6 2,061.9 3,597.5 1,940.4 2,144.1 4,084.5

2014............... 407.7 79.1 486.8 1,564.9 2,027.5 3,592.4 1,972.6 2,106.6 4,079.2

Aged widowers

1980............... 6.5 .5 7.0 4.9 8.4 13.3 11.4 8.9 20.4

1981............... 7.7 .4 8.1 5.3 9.2 14.5 13.0 9.6 22.6

1982............... 8.9 .7 9.6 5.8 9.6 15.4 14.7 10.3 25.0

1983............... 10.8 .8 11.6 6.0 10.2 16.2 16.8 11.0 27.8

1984............... 11.6 .9 12.5 6.2 10.5 16.7 17.8 11.4 29.2

1985............... 11.9 .9 12.8 6.5 10.8 17.4 18.4 11.7 30.2

1986............... 12.4 1.6 14.0 6.7 11.4 18.1 19.0 13.0 32.1

1987............... 12.4 1.6 14.0 6.8 11.7 18.5 19.2 13.3 32.5

1988............... 12.3 1.7 14.0 6.8 12.0 18.9 19.1 13.7 32.9

1989............... 12.3 1.7 14.0 7.1 12.2 19.3 19.4 13.9 33.3

1990............... 12.8 1.9 14.7 7.0 12.3 19.4 19.8 14.2 34.1

1991............... 14.0 1.7 15.7 6.9 12.5 19.4 20.9 14.2 35.1

1992............... 15.5 1.7 17.2 6.5 12.8 19.3 21.9 14.5 36.5

1993............... 16.6 1.8 18.4 6.0 13.0 19.0 22.6 14.8 37.4

1994............... 17.4 1.5 18.9 6.8 11.9 18.6 24.2 13.3 37.5

1995............... 17.0 1.5 18.5 7.1 11.9 19.0 24.1 13.4 37.5

1996............... 17.4 1.4 18.8 8.4 11.4 19.8 25.8 12.8 38.6

1997............... 17.0 1.6 18.6 7.8 9.7 17.5 24.8 11.2 36.0

1998............... 17.0 1.6 18.5 7.7 9.6 17.3 24.7 11.2 35.8

1999............... 16.4 1.4 17.8 7.7 10.5 18.2 24.1 11.9 36.0

2000............... 16.6 1.3 17.9 8.3 10.6 18.8 24.9 11.9 36.8

2001............... 17.1 1.2 18.3 8.6 10.5 19.1 25.7 11.7 37.4

2002............... 17.1 1.1 18.2 9.0 8.8 17.8 26.2 9.9 36.1

2003............... 18.8 .9 19.7 10.7 7.6 18.3 29.4 8.5 38.0

2004............... 19.5 .7 20.3 12.3 7.6 19.9 31.9 8.3 40.2

2005............... 20.2 .9 21.1 12.6 7.6 20.1 32.8 8.4 41.2

2006............... 21.1 .9 22.1 13.0 7.6 20.6 34.1 8.5 42.6

2007............... 22.3 1.0 23.3 13.5 7.6 21.2 35.9 8.6 44.5

2008............... 23.5 1.0 24.5 14.0 7.6 21.6 37.5 8.6 46.1

2009............... 24.6 1.0 25.7 14.6 7.5 22.1 39.3 8.5 47.8

2010............... 25.7 1.1 26.7 15.2 7.3 22.5 40.9 8.3 49.2

2011............... 26.2 1.1 27.3 16.1 7.3 23.3 42.3 8.3 50.6

2012............... 26.7 1.1 27.8 17.1 7.3 24.4 43.8 8.4 52.2

2013............... 27.3 1.1 28.4 18.0 7.4 25.3 45.3 8.5 53.7

2014............... 28.2 1.1 29.3 18.7 7.5 26.1 46.8 8.6 55.4
Benefit Payments

156

Sources:

• Historical numbers of parent beneficiaries in force from In Force Table; future numbers of parent beneficiaries in force computed by applying ratio to number from 6 months earlier.

• Historical ratio of number of parent beneficiaries to number from 6 months earlier computed by dividing corresponding numbers. Future ratios for parents projected by exponential

regression on time, and modified by judgment.

• Historical ratio of number of parent beneficiaries withheld to number in force computed by dividing corresponding numbers; future ratios projected based on historical trend and

judgment.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future figures computed by applying applicable percentage to number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B92.—Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar period

In force Withheld

Number in

currentpayment

status

Percent of

number from

6 months earlier Number

Percent of

number

in force Number

1980 .............................. 96.523 15.0 1.103 0.2 14.8

1981 .............................. 96.519 13.8 1.511 .2 13.6

1982 .............................. 95.909 12.7 1.763 .2 12.5

1983 .............................. 95.830 11.6 1.780 .2 11.4

1984 .............................. 95.971 10.7 2.052 .2 10.5

1985 .............................. 96.200 9.8 2.364 .2 9.5

1986 .............................. 96.363 9.0 2.859 .3 8.7

1987 .............................. 95.954 8.2 3.297 .3 7.9

1988 .............................. 95.912 7.5 4.235 .3 7.1

1989 .............................. 96.514 6.8 5.191 .4 6.5

1990 .............................. 95.950 6.3 5.894 .4 5.9

1991 .............................. 97.189 5.8 6.451 .4 5.5

1992 .............................. 97.394 5.5 7.481 .4 5.1

1993 .............................. 97.486 5.1 8.713 .4 4.7

1994 .............................. 96.717 4.8 9.533 .5 4.3

1995 .............................. 97.056 4.5 10.652 .5 4.0

1996 .............................. 96.897 4.2 11.630 .5 3.7

1997 .............................. 97.410 3.9 12.602 .5 3.4

1998 .............................. 97.369 3.7 13.915 .5 3.2

1999 .............................. 96.820 3.4 14.821 .5 2.9

2000 .............................. 97.818 3.3 16.015 .5 2.7

2001 .............................. 97.857 3.1 17.424 .5 2.6

2002 .............................. 97.454 2.9 18.561 .5 2.4

2003 .............................. 98.115 2.8 20.384 .6 2.2

2004 .............................. 97.850 2.7 21.490 .6 2.1

2005-II .......................... 96.867 2.6 21.060 .5 2.1

2005-IV......................... 96.879 2.5 21.574 .5 2.0

2006-II .......................... 96.891 2.4 21.146 .5 1.9

2006-IV......................... 96.904 2.4 21.662 .5 1.9

2007-II .......................... 96.917 2.3 21.235 .5 1.8

2007-IV......................... 96.924 2.2 21.755 .5 1.7

2008-II .......................... 96.999 2.2 21.325 .5 1.7

2008-IV......................... 97.072 2.1 21.841 .5 1.6

2009-II .......................... 97.144 2.0 21.406 .4 1.6

2009-IV......................... 97.215 2.0 21.918 .4 1.5

2010-II .......................... 97.284 1.9 21.477 .4 1.5

2010-IV......................... 97.353 1.9 21.984 .4 1.5

2011-II .......................... 97.421 1.8 21.537 .4 1.4

2011-IV......................... 97.487 1.8 22.039 .4 1.4

2012-II .......................... 97.553 1.7 21.585 .4 1.4

2012-IV......................... 97.619 1.7 22.082 .4 1.3

2013-II .......................... 97.683 1.7 21.621 .4 1.3

2013-IV......................... 97.747 1.6 22.112 .4 1.3

2014-II .......................... 97.811 1.6 21.644 .3 1.2

2014-IV......................... 97.874 1.5 22.128 .3 1.2
OASI Numbers

157

Sources:

• Historical numbers of special age-72 beneficiaries in force from In Force Table; future numbers of special age-72 beneficiaries in force computed by applying ratio to number from

6 months earlier.

• Historical ratio of number of special age-72 beneficiaries to number from 6 months earlier computed by dividing corresponding numbers. Future ratios for special age-72 beneficiaries projected by exponential regression on time and quarterly dummy variables.

• Historical ratio of number of special age-72 beneficiaries withheld to number in force computed by dividing corresponding numbers; future ratios projected by regression.

• Historical numbers withheld computed by subtracting number in current-payment status from number in force; future figures computed by applying applicable percentage to number in force.

• Historical numbers in current-payment status from 1-A Table Current-Payment Supplement; future figures computed by subtracting number withheld from number in force.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.B93.—Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[Numbers in thousands]

Calendar period

In force Withheld

Number in

currentpayment

status

Percent of

number from

6 months earlier Number

Percent of

number

in force Number

1980.............................. 92.995 177.0 47.596 84.2 92.8

1981.............................. 93.034 150.8 49.381 74.5 76.3

1982.............................. 91.611 127.1 50.737 64.5 62.6

1983.............................. 91.542 103.1 50.661 52.2 50.8

1984.............................. 92.109 85.8 52.911 45.4 40.4

1985.............................. 92.138 71.4 55.645 39.7 31.7

1986.............................. 91.318 56.7 56.288 31.9 24.8

1987.............................. 88.555 45.2 57.930 26.2 19.0

1988.............................. 90.904 35.2 59.862 21.1 14.1

1989.............................. 91.575 28.8 64.210 18.5 10.3

1990.............................. 92.221 23.8 68.808 16.4 7.4

1991.............................. 92.724 20.1 73.599 14.8 5.3

1992.............................. 93.221 17.1 78.527 13.5 3.7

1993.............................. 94.244 14.9 83.529 12.5 2.5

1994.............................. 95.479 13.3 87.825 11.7 1.6

1995.............................. 96.071 12.1 91.533 11.1 1.0

1996.............................. 97.005 11.3 94.223 10.7 .7

1997.............................. 97.202 10.4 96.208 10.0 .4

1998.............................. 98.214 10.0 97.740 9.7 .2

1999.............................. 99.143 9.7 98.529 9.6 .1

2000.............................. 99.293 9.6 99.069 9.5 .1

2001.............................. 99.589 9.4 99.566 9.4 1/

2002.............................. 99.680 9.4 99.776 9.3 1/

2003.............................. 99.807 9.3 99.882 9.3 1/

2004.............................. 99.839 9.3 99.903 9.3 1/

2005-II.......................... 99.107 9.2 99.981 9.2 1/

2005-IV ........................ 99.403 9.2 99.998 9.2 ...

2006-II.......................... 99.337 9.1 99.999 9.1 ...

2006-IV ........................ 99.474 9.0 99.999 9.0 ...

2007-II.......................... 99.416 9.0 99.999 9.0 ...

2007-IV ........................ 99.537 8.9 99.999 8.9 ...

2008-II.......................... 99.486 8.9 100.000 8.9 ...

2008-IV ........................ 99.594 8.9 100.000 8.9 ...

2009-II.......................... 99.548 8.8 100.000 8.8 ...

2009-IV ........................ 99.644 8.8 100.000 8.8 ...

2010-II.......................... 99.603 8.8 100.000 8.8 ...

2010-IV ........................ 99.688 8.7 100.000 8.7 ...

2011-II.......................... 99.652 8.7 100.000 8.7 ...

2011-IV ........................ 99.727 8.7 100.000 8.7 ...

2012-II.......................... 99.696 8.7 100.000 8.7 ...

2012-IV ........................ 99.762 8.6 100.000 8.6 ...

2013-II.......................... 99.734 8.6 100.000 8.6 ...

2013-IV ........................ 99.793 8.6 100.000 8.6 ...

2014-II.......................... 99.768 8.6 100.000 8.6 ...

2014-IV ........................ 99.820 8.6 100.000 8.6 ...

1 Fewer than 50.
Benefit Payments

158

Sources:

• All detail columns shown earlier.

• Totals and subtotals computed by addition of corresponding detail.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A8 and V.B8 for low cost and high cost alternatives, respectively.

III.B94.—Summary of OASDI Beneficiaries In Current-Payment Status

(End of calendar years 1980-2004 and calendar half years 2005-14)

[In thousands]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

benefic

Total iaries

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........... 35,593.3 23,221.1 19,564.4 3,018.0 638.7 7,602.1 2,609.9 562.8 4,302.7 126.7 4,677.3 2,856.4 462.2 1,358.7 92.8

1981........... 36,001.6 23,859.0 20,195.4 3,030.8 632.9 7,614.7 2,545.6 547.6 4,400.0 121.6 4,451.5 2,771.7 428.2 1,251.5 76.3

1982........... 35,839.6 24,364.5 20,767.5 3,039.4 557.6 7,443.5 2,321.1 514.8 4,493.2 114.3 3,969.0 2,599.3 365.9 1,003.9 62.6

1983........... 36,084.8 24,974.8 21,423.7 3,039.2 511.9 7,251.1 2,145.5 400.3 4,596.0 109.2 3,808.0 2,564.1 308.1 935.9 50.8

1984........... 36,478.8 25,438.4 21,910.8 3,050.8 476.8 7,182.5 2,010.4 382.4 4,682.3 107.4 3,817.4 2,592.2 304.0 921.3 40.4

1985........... 37,058.2 25,960.5 22,435.3 3,069.1 456.1 7,162.3 1,918.2 371.7 4,766.4 106.0 3,903.8 2,653.1 305.5 945.1 31.7

1986........... 37,706.0 26,522.3 22,984.8 3,087.8 449.7 7,168.4 1,878.3 350.0 4,834.1 106.0 3,990.5 2,724.6 300.6 965.3 24.8

1987........... 38,190.0 26,973.0 23,443.8 3,090.0 439.2 7,157.5 1,836.8 328.8 4,886.8 105.0 4,040.5 2,781.7 290.9 967.9 19.0

1988........... 38,626.1 27,380.0 23,862.5 3,086.0 431.6 7,161.8 1,809.1 317.8 4,932.8 102.2 4,070.1 2,826.1 280.8 963.2 14.1

1989........... 39,151.4 27,846.1 24,331.3 3,093.1 421.7 7,171.0 1,781.5 312.1 4,975.7 101.6 4,124.0 2,890.6 271.5 962.0 10.3

1990........... 39,830.5 28,363.5 24,841.0 3,101.1 421.4 7,198.2 1,776.9 303.9 5,016.4 101.0 4,261.4 3,006.7 265.9 988.8 7.4

1991........... 40,592.3 28,822.2 25,293.0 3,104.2 424.9 7,256.1 1,791.6 300.7 5,049.4 114.5 4,508.7 3,190.6 266.2 1,051.9 5.3

1992........... 41,507.1 29,304.7 25,761.7 3,111.5 431.5 7,313.1 1,808.4 294.2 5,079.1 131.3 4,885.6 3,463.7 270.7 1,151.2 3.7

1993........... 42,245.5 29,639.5 26,109.0 3,094.4 436.0 7,354.9 1,836.6 289.4 5,081.9 147.0 5,248.7 3,721.1 272.8 1,254.8 2.5

1994........... 42,883.2 29,918.5 26,412.3 3,066.4 439.8 7,384.3 1,864.5 283.1 5,076.0 160.7 5,578.7 3,958.2 271.1 1,349.5 1.6

1995........... 43,386.9 30,145.9 26,678.5 3,026.0 441.4 7,388.4 1,883.9 275.0 5,056.5 173.0 5,851.6 4,179.3 263.5 1,408.9 1.0

1996........... 43,737.3 30,317.7 26,905.1 2,970.2 442.4 7,354.2 1,897.9 242.1 5,032.3 181.9 6,064.7 4,378.3 223.9 1,462.6 .7

1997........... 43,970.7 30,644.8 27,281.7 2,922.2 441.0 7,179.9 1,892.8 230.2 4,868.9 187.9 6,145.6 4,500.7 207.0 1,437.9 .4

1998........... 44,245.3 30,820.4 27,517.5 2,864.2 438.6 7,097.5 1,883.9 220.6 4,798.9 194.2 6,327.2 4,690.9 189.8 1,446.4 .2

1999........... 44,595.2 31,036.4 27,783.5 2,811.0 441.9 7,044.2 1,884.9 212.4 4,748.0 198.8 6,514.5 4,870.2 176.3 1,468.0 .1

2000........... 45,414.3 31,762.3 28,505.2 2,798.2 458.9 6,985.3 1,878.1 203.1 4,702.8 201.4 6,666.7 5,035.6 165.1 1,465.9 .1

2001........... 45,876.3 32,051.4 28,842.7 2,742.0 466.7 6,918.0 1,889.7 197.4 4,626.7 204.2 6,906.9 5,267.8 156.9 1,482.2 1/

2002........... 46,442.9 32,352.4 29,194.7 2,681.2 476.6 6,873.8 1,907.6 194.1 4,564.7 207.4 7,216.7 5,539.4 151.6 1,525.7 1/

2003........... 47,036.1 32,638.2 29,536.6 2,621.7 479.9 6,807.5 1,909.7 190.3 4,498.2 209.4 7,590.4 5,868.6 150.9 1,570.9 1/

2004........... 47,681.9 33,003.1 29,952.0 2,568.9 482.3 6,729.7 1,901.4 183.8 4,433.7 210.7 7,949.2 6,198.2 152.8 1,598.1 1/

2005-II........ 47,992.5 33,190.7 30,154.9 2,547.6 488.1 6,690.9 1,913.3 178.4 4,387.7 211.6 8,110.9 6,347.9 154.8 1,608.2 1/

2005-IV ..... 48,344.8 33,426.3 30,400.9 2,538.0 487.4 6,658.9 1,906.2 179.8 4,360.5 212.4 8,259.6 6,489.8 155.9 1,613.9 ...

2006-II........ 48,696.7 33,666.9 30,654.2 2,520.6 492.1 6,625.5 1,914.6 174.7 4,322.8 213.4 8,404.3 6,624.6 157.9 1,621.7 ...

2006-IV ..... 49,090.1 33,959.0 30,954.4 2,514.5 490.0 6,598.1 1,903.9 176.3 4,303.4 214.5 8,533.0 6,752.2 158.9 1,621.8 ...

2007-II........ 49,490.0 34,248.3 31,254.8 2,499.3 494.2 6,570.5 1,909.9 171.4 4,273.7 215.4 8,671.3 6,878.3 161.6 1,631.4 ...

2007-IV ..... 49,945.3 34,603.8 31,617.1 2,495.2 491.5 6,548.4 1,896.7 173.2 4,262.1 216.3 8,793.0 6,997.4 163.1 1,632.6 ...

2008-II........ 50,399.4 34,944.0 31,965.2 2,483.7 495.0 6,524.6 1,901.0 168.6 4,237.7 217.3 8,930.9 7,119.9 166.6 1,644.4 ...

2008-IV ..... 50,935.8 35,378.9 32,404.0 2,483.4 491.5 6,505.9 1,886.1 170.6 4,230.9 218.3 9,051.0 7,235.2 168.9 1,646.9 ...

2009-II........ 51,450.8 35,786.1 32,814.6 2,476.6 494.9 6,485.3 1,891.0 166.0 4,208.7 219.6 9,179.5 7,340.0 173.7 1,665.7 ...

2009-IV ..... 52,083.2 36,325.2 33,353.0 2,480.8 491.3 6,469.5 1,876.7 168.0 4,203.8 221.0 9,288.5 7,437.7 177.0 1,673.7 ...

2010-II........ 52,604.5 36,748.6 33,778.1 2,475.7 494.8 6,451.4 1,882.3 163.7 4,182.5 222.8 9,404.5 7,537.3 180.6 1,686.6 ...

2010-IV ..... 53,287.1 37,346.8 34,374.1 2,481.5 491.3 6,438.0 1,869.1 165.8 4,178.5 224.6 9,502.3 7,630.0 182.8 1,689.5 ...

2011-II........ 53,824.7 37,791.9 34,820.1 2,476.8 495.0 6,421.2 1,875.8 161.8 4,160.0 223.7 9,611.6 7,726.6 185.2 1,699.7 ...

2011-IV ..... 54,554.4 38,442.0 35,467.2 2,483.1 491.8 6,409.2 1,863.9 164.0 4,158.5 222.8 9,703.1 7,816.4 186.5 1,700.3 ...

2012-II........ 55,146.6 38,954.5 35,979.4 2,479.6 495.4 6,396.9 1,871.6 160.1 4,144.1 221.1 9,795.2 7,893.0 188.8 1,713.4 ...

2012-IV ..... 55,955.7 39,697.5 36,718.1 2,487.2 492.2 6,389.2 1,860.7 162.4 4,146.7 219.4 9,868.9 7,963.1 190.0 1,715.9 ...

2013-II........ 56,566.8 40,239.5 37,260.2 2,483.2 496.1 6,379.8 1,869.4 158.7 4,134.7 217.1 9,947.5 8,026.6 192.1 1,728.8 ...

2013-IV ..... 57,429.0 41,046.4 38,063.1 2,490.2 493.1 6,375.0 1,859.6 161.1 4,139.5 214.8 10,007.5 8,083.8 193.0 1,730.7 ...

2014-II........ 58,055.9 41,594.9 38,612.7 2,485.1 497.2 6,369.4 1,869.7 157.5 4,129.2 212.9 10,091.6 8,151.1 195.1 1,745.4 ...

2014-IV ..... 58,959.9 42,435.2 39,449.6 2,491.1 494.4 6,368.4 1,861.5 160.1 4,135.8 211.1 10,156.3 8,211.9 196.1 1,748.4 ...

1 Fewer than 50.
159

OASDI Numbers

Figure 3.—Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2004

[In millions]

Children

1.6

(20.1%)

Spouses

0.2

(1.9%)

Disabled workers

6.2

(78.0%)

Aged widow(er)s

& parents

4.4

(65.9%)

Children

1.9

(28.3%)

Mothers

& fathers

0.2

(2.7%)

Disabled

widow(er)s

0.2

(3.1%)

Retired workers

30.0

(90.8%)

Spouses

2.6

(7.8%)

Children

0.5

(1.5%)

Disabled workers

& dependents

7.9

(16.7%)

Survivors

6.7

(14.1%)

Retired workers

& dependents

33.0

(69.2%)
Benefit Payments

160

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

2001. 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.

Starting in 1986, some benefit calculations may be affected

by the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provision. The WEP considers the noncovered pension of the worker; the GPO

considers the noncovered pension of the spouse beneficiary.

For this reason, the sample is linked to WEP administrative

data, in order to collect information on the offset amount, as

well as the beginning and ending dates of the offset. 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.” The more accurate determination of the

insured status and the PIA of a worker in the sample requires

information on totalization. This information is obtained by

linking the sample to totalization administrative data. 

Finally, the sample is linked to the 2001 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 2001 CWHS includes Social Security earnings as a

lump-sum for years prior to 1951, and year-by-year earnings

for the 1951-2001 period. Quarters of coverage for years

prior to 1951 are also reported as lump-sum. Social Security

earnings are truncated from above by the contribution and

benefit base. Also reported in the 2001 CWHS are year-byyear Medicare taxable wages for years 1983-2001. Prior to

1991, the wage base for Medicare wages was the same as for

Social Security. For the 1991-93 years, 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 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 under age 14 (i.e., year of birth less than 1937) were

excluded, while earnings for age 14 or older were evenly distributed in the appropriate number of years.

2. Sample Composition

The sample includes awards to young, aged, or disabled survivors of deceased workers. Only one survivor award of

each type is included per deceased worker. Additional survivors for the same type receive the same benefit amount.

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 31,863 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—2004 for this study—and for each

year in the projection period—2005-14. 

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 those

included in the 2001 awards sample. To account for future

Type of beneficiary Actual awards Sample awards

Male retired worker ................... 982,144 9,991

Female retired worker................ 795,667 7,958

Young survivor........................... 340,868 2,217

Aged survivor ............................ 466,214 4,638

Disabled survivor....................... 28,152 252

Male disabled worker................. 374,355 3,708

Female disabled worker ............. 316,148 3,099
Awards

161

employment, the model updates the earnings record of each

worker in each sample to create representative earnings

records that would underlie an award in a particular year.

The steps involved in creating simulated sample earnings are

described below.

The benefit computation procedures that generally apply

consider earnings after 1950, up to the year of award. So as

the year of award shifts from 2001 through 2014, the length

of the earnings record for each worker increases. For example, a 65-year-old retiring in 2001 had annual earnings from

1951 to 2001 in the original sample—this represents earnings for ages 15 to 65. The “parallel” 65-year-old retiring in

2010 is assigned annual earnings from 1951 to 2010 in the

simulated sample for 2010—this represents earnings for ages

5 to 65; however, earnings for ages under 14 are set to zero.

The level of annual earnings in each simulated sample is

based on the original 2001 sample, adjusted to reflect annual

wage increases, as well as differences in earnings by age and

sex. 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 is accomplished with the estimation and forecast of a set of annual earnings factors. 

For each particular age and sex combination, a historical

earnings factor was calculated as the ratio of the average

annual change in earnings for this age and sex, over the

1991-2000 decade, to the average annual change in Social

Security average wages, over the same period. These historical factors were then adjusted to produce a smooth series by

age and sex. Earnings factors for future years were calculated by accumulating the historical earnings factors for the

number of years between 2001 and the future year, and by

further adjusting the factors to limit the divergence between

males and females. Annual earnings in the simulated sample

for each future year were multiplied by the appropriate earnings factor.

5. Earnings Prior to 1951

Finally, adjustments are made to account for the fact that

year-by-year earnings are not available prior to 1951.

Workers retiring at ages 62-65 in 2001, were age 12-15 in

1951, and therefore there is no need to consider pre-1951

earnings (since they are set to zero). However, for awards to

workers retiring in 2001 at ages after 65, and especially for

some survivors awards, the worker’s pre-1951 earnings may

have been significant. For example, consider a survivor who

is awarded benefits in 2001, based on the record of a worker

who died in 1995 at age 70. Such worker was 26 in 1951, so

any pre-1951 earnings present are distributed evenly in as

many pre-1951 years as indicated by the pre-1951 quarters

of coverage.

Pre-1951 earnings continue to be applied in the future—up

to a point—and must be projected for the simulated samples.

The number of samples for which pre-1951 earnings are

needed is based on the age and earnings pattern of the

worker as of 2001. For workers age 62 or older in 2001, pre1951 earnings are projected for each corresponding simulated sample. For workers younger than age 62 in 2001, pre1951 earnings are projected only for a fraction of the corresponding simulated samples—zero is assumed for all subsequent samples.

6. Benefit Calculations

Once the simulated samples are constructed, benefits can be

calculated for each beneficiary in each sample. First, the

model examines annual earnings and the corresponding

quarters of coverage to determine if the insured status

requirement is met for the particular benefit type.

If the insured status test is met, the benefit is computed for

that record. Under the usual benefit calculation procedure,

the Average Indexed Monthly Earnings (AIME) amount is

found based on a specified number of highest years of

indexed earnings—the number of “high-n” years of earnings

depends on the year of eligibility of the worker. The eligibility year may precede the year of award, depending on either

the year of attainment of age 62; the year of disability onset;

or the year of death (survivor case). In the simulated samples, the relationship between the year of eligibility and the

year of award is the same as the corresponding record in the

2001 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.
Benefit Payments

162

• 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 will vary,

depending on the worker’s year of birth. Similar to the

retired worker benefit, the MBA for an aged widow(er) is

less than the PIA when benefit begins prior to the normal

retirement age for the widow(er). For disabled workers, the

MBA is assumed to be 100 percent of the PIA. For young

survivor beneficiaries, the MBA is assumed to be 75 percent

of the PIA.

Next, the average MBA for each type of beneficiary is calculated from the simulated samples for 2005-14. The average

MBAs are converted to an index series, representing the

year-over-year growth in benefits, having a value of 1.000 in

2004. The index for each projected year is then applied to the

actual average benefit awarded in 2004—as determined

from actual Social Security data—to obtain the final projection of award amounts.

7. Results

Table III.C1 indicates the award amount for female disabled

workers will be roughly 25 percent less than male disabled

workers throughout the next 10 years. Female benefits were

as much as 33 percent less in the early 1980s. The gradual

increase is primarily due to the increase in lifetime earnings

of females, relative to those of males.

Table III.C2 shows award amounts for young and aged wives

and husbands of disabled workers. The model assumes the

amount of a spouse benefit is proportional to that of the

worker. Future proportions are expected to be about the same

as that for 2004. Note that the full benefit rate for a spouse is

50 percent of PIA, but the actual proportion over all beneficiaries is much less—roughly 17 percent for young spouses.

This is mainly due to the Maximum Family Benefit (MFB)

provision. The adjustment for the family maximum is made

by proportionately reducing all auxiliary benefits until the

total monthly benefits payable are within the maximum

limit. Another example of reduced benefits to a spouse of a

disabled worker is when the spouse is also entitled to a

retired worker benefit. If the retirement benefit is smaller

than the spouse benefit, only the difference is paid as a

spouse benefit.

Table III.C3 shows award amounts for minor, disabled, and

student children of disabled workers. The model assumes the

amount of a child benefit is proportional to that of the

worker. Future proportions are expected to be about the same

as that for 2004. 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. Female retired worker benefits are projected to be

roughly 68 percent of that for males throughout the shortrange period.

Table III.C5 shows award amounts for survivors of deceased

workers. The model projects these amounts based on the

index of benefit growth from the simulated samples of

awards for each of the following groups—11 types of beneficiaries in all:

• Young survivor—minor child, disabled child, student

child, mother, and father;

• Aged disabled survivor—disabled widow and widower;

• Aged non-disabled survivor—aged widow and widower,

male parent, and female parent.

Award amounts to aged widows are projected to remain the

largest of any survivor award. Amounts for other types of

survivors are lower because:

• Widows and widowers are eligible, at normal retirement

age, for the full PIA of the deceased worker, while other

types of survivors always receive less than the PIA—

usually 75 percent; and

• Other types of survivors are more likely to be affected

by the MFB, limiting their benefits.

Award amounts to dependents of retired workers are not projected. See section E for a description of benefit projections

for spouses and children of retired workers.
Awards

163

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 2005 Trustees Report intermediate set of assumptions.

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

(By gender, calendar years 1980-2014)

Year

Average monthly benefit 1 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.................................... 1,114.81 837.11 985.98 .7509

2006.................................... 1,142.90 860.02 1,011.16 .7525

2007.................................... 1,185.24 891.70 1,047.94 .7523

2008.................................... 1,234.80 930.16 1,091.99 .7533

2009.................................... 1,286.37 971.71 1,138.68 .7554

2010.................................... 1,345.03 1,016.82 1,190.66 .7560

2011 .................................... 1,409.67 1,065.80 1,247.44 .7561

2012.................................... 1,471.92 1,115.05 1,302.95 .7575

2013.................................... 1,532.71 1,164.64 1,357.84 .7599

2014.................................... 1,594.78 1,215.51 1,414.06 .7622

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average

monthly benefit.
164

Benefit Payments

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 2005 Trustees Report intermediate set of assumptions.

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

(By gender, calendar years 1980-2014)

Year

Average benefit

awarded to

disabled worker 1

Young spouses Aged spouses Average benefit

for total spouses of

disabled workers1 Ratio to average benefit

for disabled worker Average benefit1 Ratio to average benefitfor disabled worker Average benefit1

Male workers

1980.............................. $440.75 0.2407 $106.09 0.2977 $131.23 $113.71

1985.............................. 530.28 .1886 100.03 .3203 169.83 127.98

1990.............................. 672.43 .1700 114.28 .3138 211.02 150.61

1995.............................. 787.79 .1627 128.21 .3290 259.16 177.44

1996.............................. 812.64 .1636 132.92 .3253 264.35 185.14

1997.............................. 838.22 .1634 136.96 .3067 257.11 194.33

1998.............................. 853.33 .1669 142.38 .3052 260.46 200.97

1999.............................. 892.97 .1659 148.11 .3010 268.79 209.41

2000.............................. 950.37 .1684 160.09 .2911 276.61 222.06

2001.............................. 986.43 .1703 167.96 .2911 287.19 231.87

2002.............................. 1,019.94 .1667 170.05 .2806 286.21 231.21

2003.............................. 1,062.37 .1656 175.97 .2782 295.58 240.87

2004.............................. 1,097.03 .1654 181.50 .2706 296.82 248.43

2005.............................. 1,114.81 .1663 185.39 .2697 300.69 252.75

2006.............................. 1,142.90 .1657 189.33 .2709 309.62 262.15

2007.............................. 1,185.24 .1657 196.34 .2709 321.09 273.79

2008.............................. 1,234.80 .1656 204.53 .2709 334.50 287.91

2009.............................. 1,286.37 .1656 213.08 .2709 348.49 301.78

2010.............................. 1,345.03 .1656 222.80 .2709 364.38 316.34

2011.............................. 1,409.67 .1657 233.52 .2709 381.87 331.44

2012.............................. 1,471.92 .1656 243.81 .2709 398.76 345.98

2013.............................. 1,532.71 .1657 253.90 .2709 415.20 360.63

2014.............................. 1,594.78 .1656 264.17 .2709 432.04 375.15

Female workers

1980.............................. 304.32 .1690 51.43 .2887 87.86 87.60

1985.............................. 355.76 .1910 67.93 .3413 121.42 86.33

1990.............................. 462.79 .1551 71.78 .2900 134.22 92.06

1995.............................. 560.60 .1665 93.36 .2746 153.92 113.75

1996.............................. 584.49 .1786 104.41 .2903 169.67 128.18

1997.............................. 603.63 .1681 101.47 .2674 161.42 127.30

1998.............................. 619.33 .1784 110.47 .2823 174.83 139.66

1999.............................. 652.89 .1760 114.91 .2742 179.03 146.89

2000.............................. 697.62 .1799 125.50 .2692 187.80 158.63

2001.............................. 729.88 .1799 131.32 .2672 195.06 164.95

2002.............................. 753.80 .1744 131.44 .2400 180.88 156.60

2003.............................. 787.28 .1647 129.66 .2503 197.09 161.81

2004.............................. 817.41 .1590 129.99 .2388 195.19 164.37

2005.............................. 837.11 .1606 134.45 .2395 200.49 167.97

2006.............................. 860.02 .1587 136.49 .2382 204.82 173.74

2007.............................. 891.70 .1587 141.52 .2383 212.50 182.07

2008.............................. 930.16 .1587 147.62 .2382 221.56 192.08

2009.............................. 971.71 .1587 154.22 .2382 231.47 202.33

2010.............................. 1,016.82 .1586 161.27 .2383 242.32 212.29

2011.............................. 1,065.80 .1587 169.15 .2383 253.99 222.56

2012.............................. 1,115.05 .1588 177.09 .2384 265.83 233.03

2013.............................. 1,164.64 .1586 184.71 .2383 277.54 243.61

2014.............................. 1,215.51 .1587 192.91 .2382 289.55 254.30

Total

1980.............................. 398.85 .2660 106.08 .3259 129.98 113.48

1985.............................. 473.65 .2089 98.95 .3558 168.54 126.69

1990.............................. 597.61 .1888 112.84 .3496 208.91 148.76

1995.............................. 693.79 .1829 126.87 .3686 255.72 175.12

1996.............................. 714.40 .1845 131.81 .3656 261.15 183.05

1997.............................. 734.09 .1848 135.67 .3463 254.19 192.07

1998.............................. 747.42 .1889 141.17 .3448 257.71 198.82

1999.............................. 783.47 .1875 146.90 .3390 265.63 207.17

2000.............................. 835.44 .1900 158.72 .3269 273.09 219.55

2001.............................. 868.97 .1914 166.33 .3259 283.23 228.94

2002.............................. 897.99 .1871 167.98 .3129 280.94 227.35

2003.............................. 936.45 .1848 173.09 .3105 290.80 236.53

2004.............................. 968.04 .1840 178.08 .3010 291.34 243.46

2005.............................. 985.98 .1845 181.94 .2998 295.63 247.86

2006.............................. 1,011.16 .1837 185.78 .3007 304.06 256.96

2007.............................. 1,047.94 .1838 192.66 .3007 315.08 268.31

2008.............................. 1,091.99 .1838 200.71 .3004 328.04 282.08

2009.............................. 1,138.68 .1837 209.13 .3000 341.61 295.65

2010.............................. 1,190.66 .1837 218.68 .3000 357.18 309.91

2011.............................. 1,247.44 .1837 229.20 .3000 374.29 324.69

2012.............................. 1,302.95 .1837 239.33 .3000 390.83 338.94

2013.............................. 1,357.84 .1836 249.26 .2997 406.94 353.32

2014.............................. 1,414.06 .1834 259.38 .2995 423.45 367.57

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit.
Awards

165

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

Year

Average benefit

awarded to

disabled worker 1

Minor children Disabled children Student children

Average benefit for

total children of

disabled workers1

Ratio to

average benefit for

disabled worker

Average

benefit1

Ratio to

average benefit for

disabled worker

Average

benefit1

Ratio to

average benefit for

disabled worker

Average

benefit1

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 .3472 159.18 .3964 181.73 128.39

1985 ..................... 473.65 .2354 111.51 .3439 162.90 .3985 188.76 130.00

1986 ..................... 478.30 .2364 113.08 .3464 165.66 .4037 193.11 130.93

1987 ..................... 508.04 .2298 116.73 .3219 163.52 .3964 201.41 136.09

1988 ..................... 538.08 .2194 118.04 .3017 162.34 .3962 213.17 141.31

1989 ..................... 565.49 .2217 125.38 .3196 180.75 .3993 225.79 148.65

1990 ..................... 597.61 .2203 131.67 .3188 190.51 .3874 231.50 153.78

1991 ..................... 614.80 .2198 135.16 .3231 198.66 .3839 236.04 155.80

1992 ..................... 619.96 .2182 135.25 .3197 198.19 .3830 237.42 154.50

1993 ..................... 638.37 .2165 138.24 .3169 202.30 .3797 242.40 158.46

1994 ..................... 666.19 .2167 144.33 .3175 211.54 .3728 248.34 164.74

1995 ..................... 693.79 .2221 154.08 .3155 218.92 .3736 259.23 175.55

1996 ..................... 714.40 .2297 164.09 .3242 231.64 .3786 270.49 186.23

1997 ..................... 734.09 .2350 172.53 .3279 240.74 .3803 279.19 196.49

1998 ..................... 747.42 .2396 179.10 .3353 250.58 .3825 285.92 204.60

1999 ..................... 783.47 .2367 185.48 .3223 252.50 .3773 295.59 211.84

2000 ..................... 835.44 .2373 198.25 .3061 255.71 .3742 312.60 225.50

2001 ..................... 868.97 .2356 204.75 .3173 275.69 .3768 327.44 233.34

2002 ..................... 897.99 .2261 203.00 .3022 271.35 .3649 327.69 232.08

2003 ..................... 936.45 .2222 208.05 .2909 272.44 .3610 338.06 238.70

2004 ..................... 968.04 .2228 215.66 .2802 271.26 .3617 350.11 248.41

2005 ..................... 985.98 .2230 219.90 .2808 276.82 .3613 356.26 253.52

2006 ..................... 1,011.16 .2227 225.18 .2801 283.26 .3615 365.53 261.40

2007 ..................... 1,047.94 .2228 233.51 .2803 293.70 .3617 379.04 271.57

2008 ..................... 1,091.99 .2228 243.33 .2803 306.06 .3617 394.94 284.24

2009 ..................... 1,138.68 .2227 253.59 .2801 318.95 .3615 411.62 296.78

2010 ..................... 1,190.66 .2227 265.19 .2802 333.59 .3615 430.40 311.20

2011 ..................... 1,247.44 .2228 277.94 .2802 349.55 .3616 451.09 326.16

2012 ..................... 1,302.95 .2228 290.30 .2802 365.15 .3616 471.19 340.68

2013 ..................... 1,357.84 .2227 302.43 .2802 380.43 .3615 490.88 355.41

2014 ..................... 1,414.06 .2226 314.82 .2800 395.96 .3614 511.01 369.98

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit.
Benefit Payments

166

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

Year

Average monthly benefit 1 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............................... 1,155.04 775.19 979.11 .6711

2006............................... 1,189.29 801.37 1,010.20 .6738

2007............................... 1,229.23 831.27 1,045.73 .6763

2008............................... 1,269.72 861.18 1,080.23 .6782

2009............................... 1,324.51 902.80 1,127.59 .6816

2010............................... 1,383.73 946.33 1,178.75 .6839

2011............................... 1,445.89 992.60 1,233.19 .6865

2012............................... 1,510.89 1,042.52 1,290.68 .6900

2013............................... 1,574.65 1,091.75 1,347.23 .6933

2014............................... 1,636.70 1,138.47 1,401.09 .6956

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation

of the average monthly benefit.
Awards

167

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

Year

Average monthly benefit 1

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.......... 280.89 300.30 341.43 421.24 249.68 312.42 198.36 262.67 360.77 296.83 182.44 362.11

1985.......... 293.16 310.24 362.18 444.08 260.82 324.39 205.48 339.63 374.44 308.22 180.49 381.37

1986.......... 303.84 318.74 378.30 457.38 268.84 332.88 216.40 349.02 388.00 321.01 206.56 393.67

1987.......... 321.73 326.60 401.52 481.17 276.40 352.82 235.17 344.28 447.59 334.56 217.98 415.30

1988.......... 332.04 342.20 426.20 508.02 286.20 365.60 248.68 416.05 456.06 351.58 197.23 435.22

1989.......... 349.95 366.29 450.34 536.46 307.27 385.44 268.89 386.52 468.29 377.83 236.77 460.14

1990.......... 367.25 391.58 471.87 570.14 326.01 407.24 291.67 456.60 519.47 403.26 261.78 487.11

1991.......... 377.68 403.10 488.74 594.29 338.52 419.45 304.53 488.88 534.90 417.64 272.67 503.77

1992.......... 386.95 415.06 502.57 614.32 350.17 432.39 318.54 492.60 544.24 433.44 273.52 518.74

1993.......... 397.93 425.88 513.84 636.12 360.56 444.23 337.27 477.20 556.91 434.88 289.50 533.82

1994.......... 413.11 442.70 529.65 655.15 369.12 462.43 351.04 510.70 572.44 446.37 299.18 550.52

1995.......... 425.61 464.49 543.65 679.54 388.29 473.80 367.05 552.58 619.06 462.32 306.49 568.64

1996.......... 447.24 481.66 556.15 702.41 400.32 507.26 403.82 514.01 620.16 467.57 318.18 590.56

1997.......... 465.55 492.48 566.31 714.69 410.67 531.13 424.84 557.59 635.72 479.68 331.25 607.13

1998.......... 479.39 502.27 575.18 725.36 416.06 543.99 435.85 598.56 683.32 485.20 336.35 618.58

1999.......... 509.28 519.33 594.25 729.15 427.57 580.29 459.55 604.35 699.52 507.12 348.84 635.50

2000.......... 536.75 539.44 624.45 732.60 431.36 611.64 496.11 643.40 719.40 532.56 382.42 653.05

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.......... 579.26 560.10 653.85 751.77 457.76 665.38 532.62 838.34 833.91 569.84 405.72 679.56

2003.......... 598.94 564.68 673.21 780.23 491.10 688.78 550.30 664.13 786.85 585.03 418.57 703.38

2004.......... 612.40 564.33 694.74 790.08 512.72 704.51 576.43 589.42 796.95 601.37 428.04 716.08

2005.......... 627.77 578.49 712.18 810.23 525.79 722.19 590.90 604.45 817.27 615.44 438.06 734.40

2006.......... 647.12 596.33 734.13 835.90 542.46 744.46 609.11 623.61 843.17 636.61 453.12 757.79

2007.......... 671.56 618.84 761.85 864.27 560.86 772.57 632.11 644.77 871.78 662.89 471.83 785.00

2008.......... 698.14 643.34 792.00 895.56 581.17 803.14 657.13 668.11 903.34 688.81 490.28 814.58

2009.......... 726.37 669.35 824.03 927.16 601.68 835.62 683.70 691.68 935.22 716.11 509.71 845.37

2010.......... 756.74 697.34 858.49 960.97 623.62 870.56 712.29 716.91 969.33 746.00 530.98 878.26

2011.......... 787.24 725.45 893.09 998.50 647.98 905.65 741.00 744.91 1,007.19 777.03 553.07 913.49

2012.......... 817.98 753.78 927.96 1,037.38 673.20 941.01 769.94 773.91 1,046.40 806.56 574.09 949.61

2013.......... 850.26 783.52 964.58 1,077.83 699.45 978.14 800.32 804.09 1,087.20 839.03 597.20 987.11

2014.......... 884.00 814.61 1,002.86 1,120.89 727.40 1,016.96 832.08 836.21 1,130.63 872.95 621.34 1,026.63

1 For each year, benefit amounts awarded before the annual benefit increase are converted to post-increase rates before computation of the average monthly benefit.
Benefit Payments

168

D. DISABILITY INSURANCE BENEFIT PAYMENTS

1. Average Benefit

Tables III.D1-III.D11 show quarterly projections of the average benefit in force, awarded, terminated, and in currentpayment status, for the various disability categories.

The average benefit in force at the end of a quarter is calculated by dividing the total amount in force by the number of

beneficiaries in force. The total amount in force for each

type of beneficiary is projected quarterly, by adding the

amount awarded during the quarter to the amount in force at

the beginning of the quarter, and subtracting the amount terminated during the quarter.

The total amount awarded during a quarter is calculated by

multiplying the number of awards by the average amount

awarded (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.

The model assumes the average amount in current-payment

status is proportional to the average amount in force. Normally, in order to estimate the average amount in currentpayment status, ratios based on historical trends are applied

to the average amount in force at the end of the quarter.

However, the projected levels of these ratios are further

adjusted, in order to account for changes in the average benefit amount due to 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. In theory, the

effects of such additional awards on average benefit amounts

should be accounted for in the calculation of the average

benefit awarded and the average benefit terminated. In practice, because of the modeling difficulties inherent in such

approach, and the temporary nature of this administrative

action, the adjustment is made in the calculation of the average benefit in current-payment status.

2. Benefits In Current-Payment Status

Tables III.D12-III.D17 show quarterly projections of current-payment benefits, for the various disability categories.

Total current-payment benefits during the period are calculated as: (i) the number of beneficiaries in current-payment

status at the midpoint of the period, multiplied by (ii) the

average benefit in current-payment status at the midpoint of

the period, multiplied by (iii) a factor developed from historical trends to account for any seasonal fluctuations—such as

those found in payments to student children due to schoolattendance requirements.

The number of beneficiaries and average amount at the midpoint of the period are estimated as a weighted average of

corresponding figures at the beginning and end of the period.

In 2004, roughly 92 percent of all current-payment benefits

were made to disabled workers; roughly 1 percent went to

spouses of disabled workers, and 7 percent went to children.

A breakdown of the dollar amounts follows:

Disabled workers:

• Male—$38.4 billion (61%)

• Female—$24.2 billion (39%)

• Total—$62.6 billion (100%)

Spouses:

• Young wives—$201.8 million (50%)

• Young husbands—$3.3 million (1%)

• Aged wives—$194.9 million (48%)

• Aged husbands—$6.2 million (1%)

• Total—$406.3 million (100%)

Children:

• Minor—$4,379.2 million (90%)

• Disabled—$277.2 million (6%)

• Student—$201.3 million (4%)

• Total—$4,857.7 million (100%)

3. Benefits In Non-Current-Payment Status

Table III.D18 shows the annual projection of non-currentpayment benefits to disabled workers and auxiliaries. The

largest component of benefits in non-current-payment status

to disabled workers consists of benefits payable for periods

of retroactive entitlement1. Retroactive payments are projected annually as: (number of awards to disabled workers) x

(average award amount) x (average number of months of ret1 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.
DI Dollars

169

roactive entitlement) x (cost-of-living adjustment factor2) x

(factor to allow for all other components of non-current-payment benefits3). The average number of months of retroactivity decreased gradually from 10.9 in 1996 to 9.7 in 2000.

It then increased rapidly to 11.4 in 2004, as a result of a special administrative action undertaken by SSA, as explained

in section one earlier. This action has resulted in increased

numbers of awards with years of retroactivity. The average

number of months of retroactivity is expected to increase to

almost 13 months by 2009, before returning rapidly to historical levels following the processing completion of this

special disability workload.

The model assumes benefits in non-current-payment status

to auxiliaries are proportional to retroactive payments to disabled workers. Assumed ratios based on historical trends are

used to project such benefits.

Projected quarterly benefits in non-current-payment status

are derived from annual totals by applying an interpolation

formula. Tables III.D19-III.D22 summarize quarterly current-, non-current, and total benefits for the various disability

categories.

2 This factor accounts for retroactive benefits that may be payable at a rate

less than the amount payable at the time of award, due to intervening benefit increases. For example, a disabled worker entitled to 15 months of retroactive benefits may be entitled to 10 monthly payments of $515, plus 5

monthly payments of only $500 that were payable before a 3 percent benefit increase.

3 This factor is used to equate historical non-current-payment benefits to the

product of the first 4 components, since the short-range model accounts

for more than just “pure retroactivity”. Benefits in non-current-payment

status may include recovery of disability overpayments or other unpredictable quantities. 
Benefit Payments

170

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.D1.—DI Average Monthly Benefit to Male Disabled Workers In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980 ........... 14.3 1,948.3 $352.37 291.2 $440.75 304.5 0.9500 $382.64 1,934.9 $406.55 1.0006 $406.79

1981 ........... 11.2 1,934.9 406.55 264.7 475.27 320.1 .9359 423.10 1,879.5 453.91 1.0007 454.23

1982 ........... 7.4 1,879.5 453.91 233.6 492.88 353.2 .9571 466.61 1,759.9 485.56 1.0000 485.55

1983 ........... 3.5 1,759.9 485.56 296.5 497.07 311.1 .7418 372.77 1,745.3 502.05 1.0012 502.66

1984 ........... 3.5 1,745.3 502.05 280.3 511.51 262.7 .8691 451.62 1,762.8 518.28 1.0014 519.01

1985 ........... 3.1 1,762.8 518.28 281.1 530.28 241.5 .9015 481.70 1,802.4 533.29 1.0014 534.06

1986 ........... 1.3 1,802.4 533.29 284.4 535.14 240.9 .9961 538.10 1,845.8 538.26 1.0017 539.16

1987 ........... 4.2 1,845.8 538.26 279.0 570.48 247.5 .9989 560.28 1,877.3 561.18 1.0023 562.49

1988 ........... 4.0 1,877.3 561.18 273.2 605.51 249.7 1.0029 585.33 1,900.9 585.33 1.0028 586.97

1989 ........... 4.7 1,900.9 585.33 278.8 637.09 244.2 .9971 611.09 1,935.5 615.38 1.0028 617.09

1990 ........... 5.4 1,935.5 615.38 303.6 672.43 241.2 1.0061 652.56 1,997.9 650.89 1.0024 652.42

1991 ........... 3.7 1,997.9 650.89 343.4 691.46 242.0 1.0089 680.99 2,099.3 676.14 1.0021 677.54

1992 ........... 3.0 2,099.3 676.14 402.7 697.79 249.9 1.0034 698.82 2,252.1 695.36 1.0022 696.88

1993 ........... 2.6 2,252.1 695.36 394.4 718.81 255.2 1.0105 720.90 2,391.3 712.95 1.0026 714.80

1994 ........... 2.8 2,391.3 712.95 381.4 753.07 260.4 1.0085 739.11 2,512.3 735.34 1.0031 737.63

1995 ........... 2.6 2,512.3 735.34 378.5 787.79 273.7 1.0019 755.87 2,617.1 758.87 1.0037 761.64

1996 ........... 2.9 2,617.1 758.87 355.5 812.64 268.4 1.0078 786.97 2,704.2 784.20 1.0045 787.73

1997 ........... 2.1 2,704.2 784.20 326.8 838.22 305.4 .9882 791.25 2,725.6 806.09 1.0040 809.31

1998 ........... 1.3 2,725.6 806.09 333.0 853.33 257.1 1.0192 832.21 2,801.6 819.49 1.0040 822.76

1999 ........... 1 2.5 2,801.6 819.49 337.5 892.97 271.6 1.0382 872.02 2,867.5 842.87 1.0043 846.48

2000 ........... 3.5 2,867.5 842.87 338.8 950.37 282.6 1.0475 913.77 2,923.7 878.22 1.0051 882.66

2001 ........... 2.6 2,923.7 878.22 374.4 986.43 276.9 1.0333 931.09 3,021.1 909.15 1.0050 913.72

2002 ........... 1.4 3,021.1 909.15 406.3 1,019.94 286.5 1.0564 973.86 3,141.0 931.21 1.0047 935.60

2003 ........... 2.1 3,141.0 931.21 421.6 1,062.37 268.7 1.0485 996.86 3,293.8 961.36 1.0047 965.91

2004 ........... 2.7 3,293.8 961.36 428.7 1,097.03 274.3 1.0634 1,049.95 3,448.2 997.43 1.0048 1,002.24

2005-I......... ... 3,448.2 997.43 107.3 1,094.57 73.3 1.1330 1,130.09 3,482.3 997.63 1.0038 1,001.43

2005-II ....... ... 3,482.3 997.63 107.3 1,093.47 71.8 1.0550 1,052.50 3,517.8 999.44 1.0039 1,003.30

2005-III...... ... 3,517.8 999.44 107.3 1,092.37 71.8 1.0530 1,052.41 3,553.3 1,001.17 1.0041 1,005.27

2005-IV...... 2.0 3,553.3 1,001.17 100.6 1,113.09 70.4 .9320 951.77 3,583.5 1,025.15 1.0024 1,027.66

2006-I......... ... 3,583.5 1,025.15 105.6 1,115.20 76.2 1.1330 1,161.50 3,612.9 1,024.91 1.0024 1,027.40

2006-II ....... ... 3,612.9 1,024.91 105.6 1,117.30 74.8 1.0550 1,081.28 3,643.7 1,026.43 1.0025 1,028.98

2006-III...... ... 3,643.7 1,026.43 105.6 1,119.40 74.8 1.0530 1,080.83 3,674.5 1,027.99 1.0027 1,030.78

2006-IV...... 2.2 3,674.5 1,027.99 98.9 1,146.18 73.3 .9320 979.18 3,700.2 1,054.59 1.0022 1,056.90

2007-I......... ... 3,700.2 1,054.59 106.5 1,149.37 79.7 1.1330 1,194.85 3,727.0 1,054.30 1.0022 1,056.59

2007-II ....... ... 3,727.0 1,054.30 106.5 1,152.56 78.1 1.0550 1,112.29 3,755.4 1,055.88 1.0022 1,058.23

2007-III...... ... 3,755.4 1,055.88 106.5 1,155.75 78.1 1.0530 1,111.84 3,783.7 1,057.53 1.0024 1,060.12

2007-IV...... 2.7 3,783.7 1,057.53 99.8 1,190.23 76.6 .9320 1,012.25 3,806.9 1,090.32 1.0016 1,092.08

2008-I......... ... 3,806.9 1,090.32 110.3 1,194.65 84.4 1.1330 1,235.33 3,832.8 1,090.13 1.0016 1,091.87

2008-II ....... ... 3,832.8 1,090.13 110.3 1,199.06 82.7 1.0550 1,150.08 3,860.4 1,091.95 1.0016 1,093.76

2008-III...... ... 3,860.4 1,091.95 110.3 1,203.48 82.7 1.0530 1,149.83 3,887.9 1,093.89 1.0019 1,095.93

2008-IV...... 2.8 3,887.9 1,093.89 103.4 1,241.72 81.1 .9320 1,048.06 3,910.2 1,129.22 1.0007 1,130.05

2009-I......... ... 3,910.2 1,129.22 115.8 1,245.60 94.5 1.1330 1,279.40 3,931.5 1,129.04 1.0007 1,129.85

2009-II ....... ... 3,931.5 1,129.04 115.8 1,249.49 92.6 1.0550 1,191.13 3,954.6 1,131.11 1.0008 1,131.99

2009-III...... ... 3,954.6 1,131.11 115.8 1,253.37 92.6 1.0530 1,191.06 3,977.8 1,133.27 1.0010 1,134.40

2009-IV...... 2.8 3,977.8 1,133.27 108.5 1,292.45 90.8 .9320 1,085.80 3,995.5 1,170.28 .9989 1,168.94

2010-I......... ... 3,995.5 1,170.28 116.2 1,298.89 96.3 1.1330 1,325.92 4,015.4 1,170.27 .9988 1,168.91

2010-II ....... ... 4,015.4 1,170.27 116.2 1,305.33 94.4 1.0550 1,234.63 4,037.2 1,172.65 .9989 1,171.36

2010-III...... ... 4,037.2 1,172.65 116.2 1,311.77 94.4 1.0530 1,234.80 4,059.0 1,175.18 .9991 1,174.15

2010-IV...... 2.8 4,059.0 1,175.18 108.8 1,355.12 92.5 .9320 1,125.96 4,075.4 1,213.90 .9997 1,213.47

2011-I......... ... 4,075.4 1,213.90 114.8 1,361.64 95.9 1.1330 1,375.35 4,094.3 1,214.26 .9996 1,213.81

2011-II ....... ... 4,094.3 1,214.26 114.8 1,368.16 94.0 1.0550 1,281.05 4,115.2 1,217.03 .9997 1,216.65

2011-III...... ... 4,115.2 1,217.03 114.8 1,374.68 94.0 1.0530 1,281.53 4,136.0 1,219.94 .9999 1,219.82

2011-IV...... 2.8 4,136.0 1,219.94 107.6 1,419.88 92.1 .9320 1,168.84 4,151.5 1,260.30 1.0002 1,260.57

2012-I......... ... 4,151.5 1,260.30 116.5 1,424.71 103.0 1.1330 1,427.92 4,165.0 1,260.76 1.0002 1,261.00

2012-II ....... ... 4,165.0 1,260.76 116.5 1,429.53 101.0 1.0550 1,330.10 4,180.6 1,263.79 1.0002 1,264.11

2012-III...... ... 4,180.6 1,263.79 116.5 1,434.36 101.0 1.0530 1,330.77 4,196.2 1,266.92 1.0005 1,267.51

2012-IV...... 2.8 4,196.2 1,266.92 109.2 1,479.48 98.9 .9320 1,213.84 4,206.5 1,309.09 1.0005 1,309.73

2013-I......... ... 4,206.5 1,309.09 118.1 1,484.12 107.9 1.1330 1,483.19 4,216.6 1,309.53 1.0005 1,310.14

2013-II ....... ... 4,216.6 1,309.53 118.1 1,488.75 105.8 1.0550 1,381.55 4,228.8 1,312.73 1.0005 1,313.43

2013-III...... ... 4,228.8 1,312.73 118.1 1,493.39 105.8 1.0530 1,382.30 4,241.0 1,316.02 1.0007 1,317.01

2013-IV...... 2.8 4,241.0 1,316.02 110.6 1,539.96 103.7 .9320 1,260.89 4,247.9 1,360.01 1.0008 1,361.07

2014-I......... ... 4,247.9 1,360.01 119.6 1,544.56 108.3 1.1330 1,540.89 4,259.3 1,360.59 1.0008 1,361.62

2014-II ....... ... 4,259.3 1,360.59 119.6 1,549.15 106.1 1.0550 1,435.42 4,272.8 1,364.01 1.0008 1,365.13

2014-III...... ... 4,272.8 1,364.01 119.6 1,553.75 106.1 1.0530 1,436.30 4,286.2 1,367.51 1.0010 1,368.94

2014-IV...... 2.8 4,286.2 1,367.51 112.1 1,601.98 104.0 .9320 1,310.23 4,294.3 1,413.26 1.0011 1,414.75

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

171

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980........... 14.3 934.4 $258.25 129.1 $304.32 130.1 0.9196 $271.46 933.4 $296.04 1.0001 $296.08

1981........... 11.2 933.4 296.04 116.4 324.15 140.1 .9304 306.29 909.6 328.35 1.0000 328.35

1982........... 7.4 909.6 328.35 102.5 331.72 148.9 .9315 328.48 863.2 349.45 .9992 349.16

1983........... 3.5 863.2 349.45 132.0 332.75 151.8 .7247 262.12 843.4 360.17 1.0001 360.22

1984........... 3.5 843.4 360.17 129.7 343.74 118.9 .8158 304.12 854.3 371.05 1.0003 371.17

1985........... 3.1 854.3 371.05 135.0 355.76 111.4 .8439 322.82 877.9 380.98 1.0003 381.10

1986........... 1.3 877.9 380.98 140.5 363.22 110.4 .9539 368.16 908.0 383.73 1.0005 383.91

1987........... 4.2 908.0 383.73 141.3 384.81 113.4 .9473 378.78 935.9 399.29 1.0010 399.67

1988........... 4.0 935.9 399.29 142.1 408.40 115.4 .9490 394.09 962.5 415.90 1.0011 416.36

1989........... 4.7 962.5 415.90 151.9 434.09 113.5 .9270 403.65 1,001.0 437.93 1.0006 438.20

1990........... 5.4 1,001.0 437.93 168.5 462.79 112.9 .9340 431.11 1,056.5 464.41 .9999 464.36

1991........... 3.7 1,056.5 464.41 197.4 481.38 113.4 .9257 445.83 1,140.5 484.46 .9995 484.24

1992........... 3.0 1,140.5 484.46 239.4 489.04 117.9 .9173 457.72 1,261.9 500.25 .9998 500.13

1993........... 2.6 1,261.9 500.25 243.0 507.79 121.4 .9180 471.16 1,383.5 515.61 1.0002 515.70

1994........... 2.8 1,383.5 515.61 250.4 533.86 127.1 .9117 483.24 1,506.9 534.65 1.0003 534.79

1995........... 2.6 1,506.9 534.65 267.1 560.60 137.6 .9039 495.86 1,636.3 554.89 1.0000 554.89

1996........... 2.9 1,636.3 554.89 268.8 584.49 142.1 .9183 524.34 1,763.0 576.68 1.0000 576.68

1997........... 2.1 1,763.0 576.68 260.9 603.63 158.2 .9232 543.58 1,865.7 594.69 .9997 594.52

1998........... 1.3 1,865.7 594.69 275.4 619.33 153.0 .9249 557.15 1,988.0 608.19 .9995 607.91

1999........... 1 2.5 1,988.0 608.19 283.0 652.89 164.8 .9450 589.10 2,106.3 629.76 .9998 629.63

2000........... 3.5 2,106.3 629.76 282.5 697.62 176.1 .9507 619.65 2,212.7 660.25 1.0005 660.61

2001........... 2.6 2,212.7 660.25 316.1 729.88 178.2 .9365 634.38 2,350.6 687.80 1.0007 688.28

2002........... 1.4 2,350.6 687.80 343.7 753.80 190.8 .9569 667.37 2,503.5 708.33 1.0004 708.63

2003........... 2.1 2,503.5 708.33 355.9 787.28 182.0 .9510 687.76 2,677.3 734.17 1.0005 734.52

2004........... 2.7 2,677.3 734.17 367.1 817.41 188.7 .9650 727.63 2,855.7 764.63 1.0005 764.99

2005-I........ ... 2,855.7 764.63 92.9 819.72 51.4 1.0300 787.57 2,897.1 765.99 .9995 765.57

2005-II....... ... 2,897.1 765.99 92.9 820.39 50.4 .9710 743.78 2,939.6 768.09 .9995 767.71

2005-III ..... ... 2,939.6 768.09 92.9 821.05 50.4 .9570 735.06 2,982.0 770.30 .9998 770.12

2005-IV ..... 2.0 2,982.0 770.30 87.0 838.14 49.4 .8310 652.93 3,019.6 789.40 .9981 787.88

2006-I........ ... 3,019.6 789.40 92.0 839.50 54.7 1.0300 813.08 3,057.0 790.48 .9981 788.97

2006-II....... ... 3,057.0 790.48 92.0 840.86 53.6 .9710 767.56 3,095.5 792.38 .9981 790.91

2006-III ..... ... 3,095.5 792.38 92.0 842.22 53.6 .9570 758.31 3,133.9 794.43 .9984 793.15

2006-IV ..... 2.2 3,133.9 794.43 86.3 862.14 52.5 .8310 674.70 3,167.6 815.56 .9978 813.78

2007-I........ ... 3,167.6 815.56 93.6 864.61 58.2 1.0300 840.03 3,203.0 816.55 .9978 814.77

2007-II....... ... 3,203.0 816.55 93.6 867.08 57.0 .9710 792.87 3,239.5 818.42 .9979 816.69

2007-III ..... ... 3,239.5 818.42 93.6 869.55 57.0 .9570 783.23 3,276.1 820.50 .9981 818.97

2007-IV ..... 2.7 3,276.1 820.50 87.7 895.56 55.9 .8310 700.26 3,307.8 846.47 .9973 844.15

2008-I........ ... 3,307.8 846.47 97.4 899.30 63.0 1.0300 871.87 3,342.2 847.54 .9973 845.20

2008-II....... ... 3,342.2 847.54 97.4 903.04 61.7 .9710 822.96 3,377.9 849.58 .9973 847.30

2008-III ..... ... 3,377.9 849.58 97.4 906.79 61.7 .9570 813.05 3,413.5 851.88 .9976 849.81

2008-IV ..... 2.8 3,413.5 851.88 91.2 936.02 60.5 .8310 727.74 3,444.3 879.94 .9964 876.76

2009-I........ ... 3,444.3 879.94 102.4 939.75 72.4 1.0300 906.34 3,474.3 881.15 .9964 877.96

2009-II....... ... 3,474.3 881.15 102.4 943.47 71.0 .9710 855.60 3,505.7 883.49 .9964 880.35

2009-III ..... ... 3,505.7 883.49 102.4 947.20 71.0 .9570 845.50 3,537.1 886.10 .9967 883.17

2009-IV ..... 2.8 3,537.1 886.10 95.9 977.55 69.6 .8310 756.98 3,563.5 915.72 .9945 910.70

2010-I........ ... 3,563.5 915.72 103.2 982.23 74.5 1.0300 943.19 3,592.1 917.06 .9945 912.03

2010-II....... ... 3,592.1 917.06 103.2 986.90 73.1 .9710 890.47 3,622.2 919.59 .9946 914.59

2010-III ..... ... 3,622.2 919.59 103.2 991.58 73.1 .9570 880.05 3,652.3 922.41 .9948 917.64

2010-IV ..... 2.8 3,652.3 922.41 96.7 1,024.15 71.6 .8310 788.00 3,677.3 953.37 .9953 948.88

2011-I ........ ... 3,677.3 953.37 102.6 1,029.25 74.6 1.0300 981.97 3,705.2 954.90 .9953 950.40

2011-II....... ... 3,705.2 954.90 102.6 1,034.35 73.2 .9710 927.21 3,734.6 957.62 .9954 953.17

2011-III ..... ... 3,734.6 957.62 102.6 1,039.44 73.2 .9570 916.44 3,764.0 960.65 .9956 956.43

2011-IV ..... 2.8 3,764.0 960.65 96.1 1,073.79 71.7 .8310 820.67 3,788.4 992.91 .9959 988.79

2012-I........ ... 3,788.4 992.91 104.8 1,078.19 81.7 1.0300 1,022.70 3,811.6 994.62 .9959 990.49

2012-II....... ... 3,811.6 994.62 104.8 1,082.59 80.1 .9710 965.77 3,836.3 997.62 .9959 993.54

2012-III ..... ... 3,836.3 997.62 104.8 1,086.99 80.1 .9570 954.73 3,861.0 1,000.94 .9962 997.10

2012-IV ..... 2.8 3,861.0 1,000.94 98.2 1,121.95 78.5 .8310 855.08 3,880.8 1,034.85 .9961 1,030.84

2013-I........ ... 3,880.8 1,034.85 106.9 1,126.38 86.9 1.0300 1,065.89 3,900.7 1,036.66 .9961 1,032.65

2013-II....... ... 3,900.7 1,036.66 106.9 1,130.81 85.2 .9710 1,006.60 3,922.3 1,039.88 .9962 1,035.92

2013-III ..... ... 3,922.3 1,039.88 106.9 1,135.24 85.2 .9570 995.17 3,944.0 1,043.43 .9965 1,039.73

2013-IV ..... 2.8 3,944.0 1,043.43 100.1 1,171.58 83.5 .8310 891.38 3,960.6 1,078.99 .9964 1,075.13

2014-I........ ... 3,960.6 1,078.99 108.9 1,175.96 88.3 1.0300 1,111.36 3,981.2 1,080.92 .9964 1,077.05

2014-II....... ... 3,981.2 1,080.92 108.9 1,180.33 86.5 .9710 1,049.58 4,003.5 1,084.30 .9965 1,080.49

2014-III ..... ... 4,003.5 1,084.30 108.9 1,184.70 86.5 .9570 1,037.68 4,025.8 1,088.02 .9967 1,084.47

2014-IV ..... 2.8 4,025.8 1,088.02 102.0 1,222.37 84.8 .8310 929.47 4,043.0 1,125.09 .9967 1,121.37

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

172

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980 ........... 14.3 2,882.6 $321.86 420.3 $398.85 434.6 0.9496 $349.36 2,868.3 $370.59 1.0004 $370.73

1981 ........... 11.2 2,868.3 370.59 381.0 429.12 460.2 .9404 387.54 2,789.1 412.96 1.0003 413.10

1982 ........... 7.4 2,789.1 412.96 336.1 443.74 502.1 .9597 425.64 2,623.1 440.77 .9995 440.55

1983 ........... 3.5 2,623.1 440.77 428.5 446.46 462.9 .7376 336.49 2,588.7 455.82 1.0007 456.13

1984 ........... 3.5 2,588.7 455.82 410.0 458.44 381.6 .8599 405.67 2,617.1 470.22 1.0009 470.62

1985 ........... 3.1 2,617.1 470.22 416.1 473.65 352.9 .8902 431.57 2,680.3 483.40 1.0009 483.82

1986 ........... 1.3 2,680.3 483.40 424.9 478.30 351.4 .9898 484.70 2,753.8 487.31 1.0010 487.82

1987 ........... 4.2 2,753.8 487.31 420.3 508.04 360.9 .9911 503.23 2,813.2 507.32 1.0017 508.17

1988 ........... 4.0 2,813.2 507.32 415.3 538.08 365.1 .9948 524.87 2,863.4 528.38 1.0020 529.46

1989 ........... 4.7 2,863.4 528.38 430.7 565.49 357.6 .9856 545.27 2,936.4 554.89 1.0019 555.94

1990 ........... 5.4 2,936.4 554.89 472.1 597.61 354.1 .9950 581.94 3,054.5 586.39 1.0013 587.18

1991 ........... 3.7 3,054.5 586.39 540.8 614.80 355.5 .9965 605.95 3,239.8 608.67 1.0010 609.29

1992 ........... 3.0 3,239.8 608.67 642.1 619.96 367.8 .9914 621.53 3,514.1 625.29 1.0012 626.02

1993 ........... 2.6 3,514.1 625.29 637.4 638.37 376.6 .9982 640.41 3,774.9 640.62 1.0015 641.61

1994 ........... 2.8 3,774.9 640.62 631.9 666.19 387.6 .9949 655.18 4,019.2 660.10 1.0018 661.32

1995 ........... 2.6 4,019.2 660.10 645.6 693.79 411.4 .9876 668.88 4,253.5 680.40 1.0019 681.70

1996 ........... 2.9 4,253.5 680.40 624.3 714.40 410.5 .9942 696.05 4,467.3 702.30 1.0022 703.87

1997 ........... 2.1 4,467.3 702.30 587.7 734.09 463.7 .9856 706.74 4,591.3 720.19 1.0018 721.48

1998 ........... 1.3 4,591.3 720.19 608.4 747.42 410.0 1.0001 729.59 4,789.6 731.79 1.0017 733.00

1999 ........... 1 2.5 4,789.6 731.79 620.6 783.47 436.4 1.0202 765.20 4,973.8 752.62 1.0019 754.04

2000 ........... 3.5 4,973.8 752.62 621.3 835.44 458.7 1.0281 800.84 5,136.4 784.32 1.0026 786.37

2001 ........... 2.6 5,136.4 784.32 690.5 868.97 455.1 1.0127 814.90 5,371.7 812.29 1.0026 814.43

2002 ........... 1.4 5,371.7 812.29 750.0 897.99 477.3 1.0336 851.33 5,644.4 832.36 1.0023 834.30

2003 ........... 2.1 5,644.4 832.36 777.5 936.45 450.8 1.0261 872.04 5,971.1 859.49 1.0024 861.53

2004 ........... 2.7 5,971.1 859.49 795.8 968.04 462.9 1.0407 918.59 6,303.9 891.97 1.0024 894.12

2005-I......... ... 6,303.9 891.97 200.2 967.07 124.7 1.1086 988.80 6,379.4 892.44 1.0014 893.69

2005-II ....... ... 6,379.4 892.44 200.2 966.79 122.3 1.0367 925.15 6,457.4 894.12 1.0015 895.43

2005-III...... ... 6,457.4 894.12 200.2 966.50 122.3 1.0306 921.49 6,535.4 895.83 1.0017 897.35

2005-IV...... 2.0 6,535.4 895.83 187.6 985.54 119.8 .9067 828.49 6,603.1 917.34 1.0000 917.38

2006-I......... ... 6,603.1 917.34 197.6 986.80 130.9 1.1075 1,015.99 6,669.9 917.46 1.0000 917.49

2006-II ....... ... 6,669.9 917.46 197.6 988.55 128.4 1.0357 950.26 6,739.2 918.92 1.0001 919.01

2006-III...... ... 6,739.2 918.92 197.6 990.31 128.4 1.0296 946.13 6,808.4 920.48 1.0003 920.78

2006-IV...... 2.2 6,808.4 920.48 185.2 1,013.90 125.8 .9057 852.02 6,867.9 944.34 .9998 944.14

2007-I......... ... 6,867.9 944.34 200.0 1,016.18 137.9 1.1067 1,045.14 6,930.0 944.41 .9998 944.20

2007-II ....... ... 6,930.0 944.41 200.0 1,019.03 135.2 1.0350 977.50 6,994.9 945.91 .9998 945.75

2007-III...... ... 6,994.9 945.91 200.0 1,021.88 135.2 1.0288 973.18 7,059.8 947.54 1.0001 947.60

2007-IV...... 2.7 7,059.8 947.54 187.4 1,052.40 132.5 .9049 880.60 7,114.7 976.95 .9992 976.18

2008-I......... ... 7,114.7 976.95 207.7 1,056.19 147.4 1.1055 1,080.06 7,175.0 977.12 .9992 976.35

2008-II ....... ... 7,175.0 977.12 207.7 1,060.29 144.5 1.0340 1,010.33 7,238.2 978.85 .9993 978.12

2008-III...... ... 7,238.2 978.85 207.7 1,064.39 144.5 1.0277 1,005.95 7,301.4 980.74 .9995 980.25

2008-IV...... 2.8 7,301.4 980.74 194.6 1,098.41 141.6 .9038 911.22 7,354.5 1,012.48 .9983 1,010.80

2009-I......... ... 7,354.5 1,012.48 218.2 1,102.05 166.9 1.1038 1,117.55 7,405.7 1,012.75 .9983 1,011.06

2009-II ....... ... 7,405.7 1,012.75 218.2 1,105.86 163.6 1.0324 1,045.57 7,460.3 1,014.75 .9984 1,013.12

2009-III...... ... 7,460.3 1,014.75 218.2 1,109.67 163.6 1.0260 1,041.15 7,514.9 1,016.93 .9986 1,015.54

2009-IV...... 2.8 7,514.9 1,016.93 204.4 1,144.64 160.3 .9022 943.14 7,559.0 1,050.27 .9965 1,046.56

2010-I......... ... 7,559.0 1,050.27 219.3 1,149.95 170.8 1.1034 1,158.90 7,607.5 1,050.71 .9965 1,046.99

2010-II ....... ... 7,607.5 1,050.71 219.3 1,155.56 167.4 1.0321 1,084.42 7,659.4 1,052.97 .9965 1,049.31

2010-III...... ... 7,659.4 1,052.97 219.3 1,161.17 167.4 1.0256 1,079.98 7,711.3 1,055.46 .9968 1,052.04

2010-IV...... 2.8 7,711.3 1,055.46 205.5 1,199.45 164.1 .9018 978.46 7,752.7 1,090.32 .9973 1,087.33

2011-I......... ... 7,752.7 1,090.32 217.4 1,204.83 170.5 1.1035 1,203.15 7,799.6 1,091.05 .9972 1,088.04

2011-II ....... ... 7,799.6 1,091.05 217.4 1,210.68 167.1 1.0322 1,126.16 7,849.8 1,093.61 .9973 1,090.67

2011-III...... ... 7,849.8 1,093.61 217.4 1,216.53 167.1 1.0257 1,121.72 7,900.0 1,096.40 .9975 1,093.70

2011-IV...... 2.8 7,900.0 1,096.40 203.7 1,256.60 163.8 .9018 1,016.44 7,939.9 1,132.72 .9978 1,130.25

2012-I......... ... 7,939.9 1,132.72 221.3 1,260.64 184.6 1.1024 1,248.70 7,976.6 1,133.59 .9978 1,131.10

2012-II ....... ... 7,976.6 1,133.59 221.3 1,265.26 181.0 1.0312 1,168.98 8,016.9 1,136.42 .9979 1,134.00

2012-III...... ... 8,016.9 1,136.42 221.3 1,269.89 181.0 1.0247 1,164.46 8,057.2 1,139.46 .9981 1,137.30

2012-IV...... 2.8 8,057.2 1,139.46 207.4 1,310.20 177.4 .9008 1,055.18 8,087.2 1,177.49 .9981 1,175.25

2013-I......... ... 8,087.2 1,177.49 224.9 1,314.15 194.9 1.1015 1,297.04 8,117.3 1,178.41 .9981 1,176.15

2013-II ....... ... 8,117.3 1,178.41 224.9 1,318.69 191.0 1.0304 1,214.29 8,151.1 1,181.43 .9981 1,179.24

2013-III...... ... 8,151.1 1,181.43 224.9 1,323.23 191.0 1.0238 1,209.60 8,185.0 1,184.67 .9984 1,182.75

2013-IV...... 2.8 8,185.0 1,184.67 210.7 1,364.95 187.2 .9000 1,096.06 8,208.5 1,224.42 .9984 1,222.44

2014-I......... ... 8,208.5 1,224.42 228.5 1,368.91 196.5 1.1009 1,347.98 8,240.5 1,225.48 .9984 1,223.48

2014-II ....... ... 8,240.5 1,225.48 228.5 1,373.40 192.7 1.0299 1,262.12 8,276.3 1,228.71 .9984 1,226.78

2014-III...... ... 8,276.3 1,228.71 228.5 1,377.89 192.7 1.0232 1,257.26 8,312.0 1,232.14 .9987 1,230.50

2014-IV...... 2.8 8,312.0 1,232.14 214.1 1,421.09 188.8 .8994 1,139.21 8,337.3 1,273.51 .9987 1,271.81

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

173

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.D4.—DI Average Monthly Benefit to Young Wives of Disabled Workers In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980........... 14.3 415.6 $93.55 74.9 $106.09 89.7 0.9756 $104.31 400.8 $107.36 1.0037 $107.76

1981........... 11.2 400.8 107.36 64.3 100.45 95.8 .9544 113.94 369.2 117.61 1.0067 118.40

1982........... 7.4 369.2 117.61 45.5 97.31 104.3 .9543 120.54 310.4 124.09 1.0075 125.02

1983........... 3.5 310.4 124.09 43.7 99.60 105.8 1.0503 134.90 248.3 120.60 1.0157 122.49

1984........... 3.5 248.3 120.60 46.4 99.50 52.2 .9641 120.34 242.5 120.94 1.0173 123.03

1985........... 3.1 242.5 120.94 48.5 100.03 46.7 .9489 118.31 244.4 121.01 1.0207 123.51

1986........... 1.3 244.4 121.01 47.7 99.33 52.0 .9928 121.71 240.1 118.15 1.0223 120.79

1987........... 4.2 240.1 118.15 43.3 102.76 51.5 1.0072 124.00 231.9 119.37 1.0271 122.60

1988........... 4.0 231.9 119.37 42.6 104.89 49.9 .9668 120.02 224.6 120.97 1.0304 124.65

1989........... 4.7 224.6 120.97 40.2 109.75 45.3 .9331 118.18 219.6 124.79 1.0360 129.28

1990........... 5.4 219.6 124.79 41.8 114.28 43.2 .9402 123.67 218.3 129.06 1.0376 133.91

1991........... 3.7 218.3 129.06 45.5 117.00 42.7 .9298 124.44 221.1 131.15 1.0401 136.41

1992........... 3.0 221.1 131.15 49.8 116.25 42.6 .9352 126.33 228.3 131.63 1.0430 137.29

1993........... 2.6 228.3 131.63 46.3 118.37 42.6 .9874 133.35 231.9 131.70 1.0452 137.65

1994........... 2.8 231.9 131.70 42.7 121.77 41.9 .9743 131.91 232.8 133.56 1.0501 140.25

1995........... 2.6 232.8 133.56 37.9 128.21 42.2 .9803 134.33 228.4 136.12 1.0516 143.15

1996........... 2.9 228.4 136.12 33.0 132.92 40.9 .9478 132.76 220.5 140.75 1.0420 146.66

1997........... 2.1 220.5 140.75 25.5 136.96 40.6 .9591 137.83 205.4 144.21 1.0441 150.57

1998........... 1.3 205.4 144.21 23.0 142.38 35.7 .9774 142.78 192.7 146.37 1.0517 153.94

1999........... 1 2.5 192.7 146.37 21.8 148.11 34.4 1.0065 151.01 180.1 149.72 1.0633 159.20

2000........... 3.5 180.1 149.72 19.7 160.09 31.9 1.0006 155.05 167.8 155.68 1.0701 166.60

2001........... 2.6 167.8 155.68 18.9 167.96 29.3 1.0134 161.87 157.5 160.95 1.0746 172.96

2002........... 1.4 157.5 160.95 20.5 170.05 29.1 1.0663 174.02 148.9 164.52 1.0762 177.06

2003........... 2.1 148.9 164.52 20.4 175.97 26.9 1.0703 179.78 142.4 169.23 1.0778 182.40

2004........... 2.7 142.4 169.23 18.8 181.50 26.9 .9156 159.14 134.2 180.13 1.0502 189.18

2005-I........ ... 134.2 180.13 5.0 182.71 6.2 1.1120 200.30 133.1 179.29 1.0634 190.66

2005-II....... ... 133.1 179.29 5.0 182.06 6.1 .9630 172.66 131.9 179.70 1.0661 191.58

2005-III ..... ... 131.9 179.70 5.0 181.41 6.0 .9460 170.00 130.8 180.22 1.0714 193.09

2005-IV ..... 2.0 130.8 180.22 4.7 184.38 6.0 1.0710 196.89 129.5 183.25 1.0724 196.52

2006-I........ ... 129.5 183.25 4.8 184.73 5.9 1.1120 203.77 128.4 182.36 1.0634 193.92

2006-II....... ... 128.4 182.36 4.8 185.08 5.9 .9630 175.61 127.3 182.77 1.0661 194.85

2006-III ..... ... 127.3 182.77 4.8 185.43 5.8 .9460 172.90 126.3 183.33 1.0714 196.42

2006-IV ..... 2.2 126.3 183.33 4.5 189.86 5.8 1.0710 200.68 125.0 186.85 1.0724 200.38

2007-I........ ... 125.0 186.85 4.9 190.39 5.7 1.1120 207.78 124.2 186.02 1.0634 197.82

2007-II....... ... 124.2 186.02 4.9 190.92 5.7 .9630 179.14 123.3 186.53 1.0661 198.86

2007-III ..... ... 123.3 186.53 4.9 191.45 5.7 .9460 176.46 122.6 187.20 1.0714 200.56

2007-IV ..... 2.7 122.6 187.20 4.6 197.16 5.6 1.0710 205.92 121.5 191.82 1.0724 205.71

2008-I........ ... 121.5 191.82 4.9 197.89 5.6 1.1120 213.30 120.9 191.07 1.0634 203.19

2008-II....... ... 120.9 191.07 4.9 198.62 5.6 .9630 184.00 120.2 191.71 1.0661 204.38

2008-III ..... ... 120.2 191.71 4.9 199.35 5.5 .9460 181.36 119.7 192.50 1.0714 206.24

2008-IV ..... 2.8 119.7 192.50 4.6 205.69 5.5 1.0710 211.96 118.8 197.56 1.0724 211.86

2009-I........ ... 118.8 197.56 5.2 206.33 5.5 1.1120 219.69 118.5 196.92 1.0634 209.41

2009-II....... ... 118.5 196.92 5.2 206.97 5.4 .9630 189.64 118.2 197.70 1.0661 210.77

2009-III ..... ... 118.2 197.70 5.2 207.62 5.4 .9460 187.02 118.0 198.63 1.0714 212.81

2009-IV ..... 2.8 118.0 198.63 4.9 214.09 5.4 1.0710 218.70 117.4 203.95 1.0724 218.71

2010-I........ ... 117.4 203.95 5.1 215.16 5.4 1.1120 226.79 117.1 203.38 1.0634 216.27

2010-II....... ... 117.1 203.38 5.1 216.23 5.4 .9630 195.85 116.8 204.29 1.0661 217.79

2010-III ..... ... 116.8 204.29 5.1 217.29 5.4 .9460 193.25 116.5 205.36 1.0714 220.02

2010-IV ..... 2.8 116.5 205.36 4.8 224.47 5.3 1.0710 226.12 115.9 210.98 1.0724 226.26

2011-I ........ ... 115.9 210.98 5.0 225.55 5.3 1.1120 234.61 115.6 210.53 1.0634 223.87

2011-II....... ... 115.6 210.53 5.0 226.63 5.3 .9630 202.74 115.3 211.59 1.0661 225.57

2011-III ..... ... 115.3 211.59 5.0 227.71 5.3 .9460 200.16 115.0 212.82 1.0714 228.02

2011-IV ..... 2.8 115.0 212.82 4.7 235.20 5.3 1.0710 234.33 114.4 218.76 1.0724 234.59

2012-I........ ... 114.4 218.76 5.1 236.00 5.3 1.1120 243.26 114.3 218.40 1.0634 232.25

2012-II....... ... 114.3 218.40 5.1 236.80 5.3 .9630 210.32 114.2 219.60 1.0661 234.11

2012-III ..... ... 114.2 219.60 5.1 237.60 5.3 .9460 207.74 114.0 220.95 1.0714 236.73

2012-IV ..... 2.8 114.0 220.95 4.8 245.07 5.2 1.0710 243.28 113.6 227.17 1.0724 243.61

2013-I........ ... 113.6 227.17 5.1 245.84 5.2 1.1120 252.61 113.5 226.84 1.0634 241.22

2013-II....... ... 113.5 226.84 5.1 246.61 5.2 .9630 218.45 113.4 228.12 1.0661 243.20

2013-III ..... ... 113.4 228.12 5.1 247.38 5.2 .9460 215.80 113.3 229.56 1.0714 245.95

2013-IV ..... 2.8 113.3 229.56 4.8 255.09 5.2 1.0710 252.76 112.9 236.05 1.0724 253.13

2014-I........ ... 112.9 236.05 5.2 255.85 5.2 1.1120 262.48 112.9 235.74 1.0634 250.69

2014-II....... ... 112.9 235.74 5.2 256.61 5.2 .9630 227.02 112.9 237.11 1.0661 252.78

2014-III ..... ... 112.9 237.11 5.2 257.38 5.2 .9460 224.30 112.9 238.63 1.0714 255.67

2014-IV ..... 2.8 112.9 238.63 4.9 265.36 5.2 1.0710 262.75 112.6 245.40 1.0724 263.16

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
174

Benefit Payments

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 2005 Trustees Report intermediate set of assumptions.

III.D5.—DI Average Monthly Benefit to Young Husbands 1 of Disabled Workers 

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

(Calendar years 1983-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1983........... 3.5 2/ 3/ 2.4 $66.58 0.3 3/ 3/ 2.1 $75.19 1.0154 $76.35

1984........... 3.5 2.1 $75.19 2.6 68.71 .9 1.1383 $88.59 3.8 69.21 1.0876 75.27

1985........... 3.1 3.8 69.21 1.7 67.93 .7 1.2145 86.66 4.8 67.85 1.1262 76.41

1986........... 1.3 4.8 67.85 1.7 69.95 .9 1.2680 87.15 5.6 66.15 1.1475 75.91

1987........... 4.2 5.6 66.15 1.8 67.59 1.2 1.0307 71.05 6.2 68.39 1.1575 79.16

1988........... 4.0 6.2 68.39 1.7 67.10 1.3 .9748 69.33 6.5 70.07 1.1583 81.16

1989........... 4.7 6.5 70.07 1.3 70.12 1.2 .9034 66.28 6.6 73.64 1.1635 85.68

1990........... 5.4 6.6 73.64 1.5 71.78 1.2 .8208 63.71 6.9 78.32 1.1668 91.38

1991........... 3.7 6.9 78.32 1.8 79.93 1.3 .8620 70.01 7.4 82.00 1.1657 95.59

1992........... 3.0 7.4 82.00 2.0 80.52 1.3 .8594 72.58 8.1 84.63 1.1723 99.21

1993........... 2.6 8.1 84.63 1.9 80.18 1.5 .9417 81.76 8.5 85.97 1.1748 101.00

1994........... 2.8 8.5 85.97 1.7 87.79 1.6 .9990 88.29 8.7 88.32 1.1848 104.64

1995........... 2.6 8.7 88.32 1.5 93.36 1.6 1.0362 93.89 8.7 90.54 1.1773 106.59

1996........... 2.9 8.7 90.54 1.3 104.41 1.5 .9587 89.31 8.5 95.93 1.1229 107.72

1997........... 2.1 8.5 95.93 1.0 101.47 1.4 1.0032 98.26 8.0 98.43 1.1155 109.80

1998........... 1.3 8.0 98.43 .9 110.47 1.4 .9779 97.50 7.5 101.54 1.1356 115.31

1999........... 4 2.5 7.5 101.54 .8 114.91 1.4 .9842 102.43 6.9 105.79 1.1386 120.45

2000........... 3.5 6.9 105.79 .8 125.50 1.2 1.0166 111.32 6.5 111.25 1.1407 126.90

2001........... 2.6 6.5 111.25 .9 131.32 1.1 1.1097 126.66 6.3 114.96 1.1535 132.61

2002........... 1.4 6.3 114.96 1.2 131.44 1.3 1.0857 126.56 6.1 119.87 1.1384 136.46

2003........... 2.1 6.1 119.87 1.4 129.66 1.4 1.1228 137.42 6.1 123.32 1.1355 140.03

2004........... 2.7 6.1 123.32 1.3 129.99 1.7 .8104 102.63 5.8 138.15 1.0815 149.41

2005-I........ ... 5.8 138.15 .4 133.35 .3 1.0580 146.16 5.8 137.42 1.1333 155.74

2005-II....... ... 5.8 137.42 .4 132.37 .3 1.0000 137.42 5.9 137.09 1.1373 155.91

2005-III ..... ... 5.9 137.09 .4 131.39 .3 1.0100 138.46 5.9 136.67 1.1456 156.57

2005-IV ..... 2.0 5.9 136.67 .3 133.02 .3 1.1440 159.49 5.9 137.97 1.1413 157.46

2006-I........ ... 5.9 137.97 .3 133.24 .3 1.0580 145.97 5.9 137.26 1.1333 155.56

2006-II....... ... 5.9 137.26 .3 133.45 .3 1.0000 137.26 6.0 137.04 1.1373 155.85

2006-III ..... ... 6.0 137.04 .3 133.67 .3 1.0100 138.41 6.0 136.77 1.1456 156.68

2006-IV ..... 2.2 6.0 136.77 .3 136.83 .3 1.1440 159.92 6.0 138.55 1.1413 158.12

2007-I........ ... 6.0 138.55 .4 137.22 .3 1.0580 146.58 6.0 138.04 1.1333 156.44

2007-II....... ... 6.0 138.04 .4 137.61 .3 1.0000 138.04 6.1 138.01 1.1373 156.96

2007-III ..... ... 6.1 138.01 .4 138.00 .3 1.0100 139.39 6.1 137.94 1.1456 158.02

2007-IV ..... 2.7 6.1 137.94 .3 142.13 .3 1.1440 162.08 6.1 140.58 1.1413 160.44

2008-I........ ... 6.1 140.58 .4 142.73 .3 1.0580 148.73 6.1 140.29 1.1333 158.99

2008-II....... ... 6.1 140.29 .4 143.32 .3 1.0000 140.29 6.1 140.44 1.1373 159.72

2008-III ..... ... 6.1 140.44 .4 143.91 .3 1.0100 141.85 6.2 140.57 1.1456 161.03

2008-IV ..... 2.8 6.2 140.57 .3 148.55 .3 1.1440 165.33 6.2 143.61 1.1413 163.91

2009-I........ ... 6.2 143.61 .4 149.15 .3 1.0580 151.94 6.2 143.50 1.1333 162.63

2009-II....... ... 6.2 143.50 .4 149.74 .3 1.0000 143.50 6.2 143.87 1.1373 163.63

2009-III ..... ... 6.2 143.87 .4 150.33 .3 1.0100 145.31 6.3 144.18 1.1456 165.17

2009-IV ..... 2.8 6.3 144.18 .4 155.15 .3 1.1440 169.58 6.3 147.49 1.1413 168.33

2010-I........ ... 6.3 147.49 .4 155.89 .3 1.0580 156.05 6.3 147.52 1.1333 167.18

2010-II....... ... 6.3 147.52 .4 156.63 .3 1.0000 147.52 6.3 148.02 1.1373 168.35

2010-III ..... ... 6.3 148.02 .4 157.37 .3 1.0100 149.50 6.4 148.48 1.1456 170.10

2010-IV ..... 2.8 6.4 148.48 .3 162.54 .3 1.1440 174.64 6.4 151.98 1.1413 173.45

2011-I ........ ... 6.4 151.98 .4 163.35 .3 1.0580 160.79 6.4 152.15 1.1333 172.43

2011-II....... ... 6.4 152.15 .4 164.16 .3 1.0000 152.15 6.4 152.83 1.1373 173.81

2011-III ..... ... 6.4 152.83 .4 164.97 .3 1.0100 154.36 6.4 153.43 1.1456 175.77

2011-IV ..... 2.8 6.4 153.43 .3 170.42 .3 1.1440 180.46 6.4 157.22 1.1413 179.43

2012-I........ ... 6.4 157.22 .4 171.12 .3 1.0580 166.33 6.4 157.52 1.1333 178.52

2012-II....... ... 6.4 157.52 .4 171.82 .3 1.0000 157.52 6.4 158.34 1.1373 180.08

2012-III ..... ... 6.4 158.34 .4 172.51 .3 1.0100 159.92 6.5 159.09 1.1456 182.25

2012-IV ..... 2.8 6.5 159.09 .3 178.06 .3 1.1440 187.11 6.5 163.07 1.1413 186.11

2013-I........ ... 6.5 163.07 .4 178.77 .3 1.0580 172.52 6.5 163.43 1.1333 185.21

2013-II....... ... 6.5 163.43 .4 179.47 .4 1.0000 163.43 6.5 164.34 1.1373 186.90

2013-III ..... ... 6.5 164.34 .4 180.17 .4 1.0100 165.98 6.5 165.14 1.1456 189.19

2013-IV ..... 2.8 6.5 165.14 .3 185.94 .4 1.1440 194.23 6.5 169.33 1.1413 193.25

2014-I........ ... 6.5 169.33 .4 186.63 .4 1.0580 179.15 6.5 169.79 1.1333 192.42

2014-II....... ... 6.5 169.79 .4 187.33 .4 1.0000 169.79 6.6 170.77 1.1373 194.21

2014-III ..... ... 6.6 170.77 .4 188.02 .4 1.0100 172.47 6.6 171.66 1.1456 196.65

2014-IV ..... 2.8 6.6 171.66 .4 194.00 .4 1.1440 201.89 6.6 176.07 1.1413 200.95

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50. 3 Reliable data not available. 4 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

175

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.D6.—DI Average Monthly Benefit to Aged Wives of Disabled Workers In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980........... 14.3 75.9 $109.01 32.6 $131.23 32.5 1.0512 $130.98 76.0 $124.69 1.0018 $124.92

1981........... 11.2 76.0 124.69 30.4 141.84 31.2 1.0578 146.68 75.2 137.03 1.0030 137.44

1982........... 7.4 75.2 137.03 31.5 153.31 31.7 1.0629 156.42 75.0 146.17 1.0023 146.51

1983........... 3.5 75.0 146.17 33.1 160.03 32.2 1.0694 161.78 75.9 150.66 1.0084 151.92

1984........... 3.5 75.9 150.66 31.9 165.03 31.8 1.0521 164.06 76.0 156.35 1.0095 157.83

1985........... 3.1 76.0 156.35 32.4 169.83 32.6 1.0420 167.96 75.8 162.00 1.0114 163.84

1986........... 1.3 75.8 162.00 32.1 171.39 32.2 1.0366 170.11 75.6 164.66 1.0111 166.48

1987........... 4.2 75.6 164.66 30.5 181.09 31.3 1.0527 180.62 74.9 172.19 1.0117 174.21

1988........... 4.0 74.9 172.19 28.3 189.53 30.5 1.0790 193.22 72.7 180.63 1.0127 182.92

1989........... 4.7 72.7 180.63 26.3 200.01 29.9 1.0799 204.24 69.1 190.86 1.0122 193.19

1990........... 5.4 69.1 190.86 25.2 211.02 28.6 1.1007 221.42 65.6 202.12 1.0129 204.73

1991........... 3.7 65.6 202.12 24.4 222.04 27.1 1.1278 236.39 62.9 211.05 1.0136 213.91

1992........... 3.0 62.9 211.05 25.4 227.22 26.7 1.1141 242.18 61.6 218.57 1.0141 221.65

1993........... 2.6 61.6 218.57 25.5 232.12 26.9 1.0594 237.57 60.2 224.70 1.0150 228.08

1994........... 2.8 60.2 224.70 24.2 247.57 25.9 1.0391 240.02 58.5 233.94 1.0141 237.25

1995........... 2.6 58.5 233.94 22.8 259.16 25.3 1.0430 250.35 56.0 243.24 1.0148 246.84

1996........... 2.9 56.0 243.24 21.7 264.35 23.8 1.0359 259.28 53.9 252.13 1.0150 255.91

1997........... 2.1 53.9 252.13 23.3 257.11 23.9 1.0216 262.97 53.4 254.89 1.0141 258.48

1998........... 1.3 53.4 254.89 22.7 260.46 23.1 1.0254 264.75 53.0 256.40 1.0140 259.99

1999........... 1 2.5 53.0 256.40 22.5 268.79 23.2 1.0288 270.38 52.3 262.17 1.0123 265.40

2000........... 3.5 52.3 262.17 22.3 276.61 23.4 1.0241 277.87 51.3 271.02 1.0122 274.32

2001........... 2.6 51.3 271.02 21.9 287.19 22.4 1.0170 282.78 50.7 280.53 1.0118 283.84

2002........... 1.4 50.7 280.53 22.8 286.21 22.8 1.0177 289.50 50.7 285.06 1.0125 288.62

2003........... 2.1 50.7 285.06 24.2 295.58 20.8 1.0135 294.97 54.1 293.43 1.0120 296.95

2004........... 2.7 54.1 293.43 26.0 296.82 18.7 1.0644 320.76 61.3 297.90 1.0111 301.20

2005-I........ ... 61.3 297.90 7.0 293.99 5.3 1.0270 305.94 63.1 296.80 1.0135 300.80

2005-II....... ... 63.1 296.80 7.0 294.53 5.4 1.0180 302.14 64.7 296.11 1.0124 299.78

2005-III ..... ... 64.7 296.11 7.0 295.08 5.5 1.0340 306.18 66.1 295.16 1.0119 298.68

2005-IV ..... 2.0 66.1 295.16 6.5 301.54 5.6 1.0100 304.09 67.0 300.87 1.0122 304.54

2006-I........ ... 67.0 300.87 7.4 302.11 5.7 1.0270 308.99 68.7 300.33 1.0135 304.38

2006-II....... ... 68.7 300.33 7.4 302.68 5.9 1.0180 305.73 70.2 300.12 1.0124 303.84

2006-III ..... ... 70.2 300.12 7.4 303.25 6.0 1.0340 310.32 71.6 299.59 1.0119 303.16

2006-IV ..... 2.2 71.6 299.59 6.9 310.50 6.1 1.0100 309.26 72.5 306.35 1.0122 310.09

2007-I........ ... 72.5 306.35 8.0 311.37 6.2 1.0270 314.62 74.3 306.20 1.0135 310.34

2007-II....... ... 74.3 306.20 8.0 312.23 6.3 1.0180 311.71 75.9 306.37 1.0124 310.17

2007-III ..... ... 75.9 306.37 8.0 313.10 6.5 1.0340 316.79 77.4 306.20 1.0119 309.84

2007-IV ..... 2.7 77.4 306.20 7.5 322.44 6.6 1.0100 317.63 78.3 314.98 1.0122 318.82

2008-I........ ... 78.3 314.98 8.8 323.63 6.7 1.0270 323.48 80.5 315.22 1.0135 319.47

2008-II....... ... 80.5 315.22 8.8 324.83 6.9 1.0180 320.89 82.4 315.77 1.0124 319.69

2008-III ..... ... 82.4 315.77 8.8 326.03 7.0 1.0340 326.51 84.2 315.95 1.0119 319.71

2008-IV ..... 2.8 84.2 315.95 8.3 336.39 7.2 1.0100 328.06 85.3 325.66 1.0122 329.63

2009-I........ ... 85.3 325.66 9.8 337.44 7.3 1.0270 334.45 87.8 326.25 1.0135 330.65

2009-II....... ... 87.8 326.25 9.8 338.49 7.5 1.0180 332.12 90.2 327.10 1.0124 331.15

2009-III ..... ... 90.2 327.10 9.8 339.54 7.7 1.0340 338.22 92.3 327.49 1.0119 331.39

2009-IV ..... 2.8 92.3 327.49 9.2 350.13 7.9 1.0100 340.05 93.7 337.73 1.0122 341.85

2010-I........ ... 93.7 337.73 9.9 351.87 8.0 1.0270 346.84 95.6 338.43 1.0135 342.99

2010-II....... ... 95.6 338.43 9.9 353.62 8.1 1.0180 344.52 97.3 339.46 1.0124 343.67

2010-III ..... ... 97.3 339.46 9.9 355.36 8.3 1.0340 351.00 98.9 340.08 1.0119 344.13

2010-IV ..... 2.8 98.9 340.08 9.3 367.11 8.4 1.0100 353.12 99.8 350.95 1.0122 355.23

2011-I ........ ... 99.8 350.95 9.8 368.87 8.5 1.0270 360.42 101.0 351.88 1.0135 356.63

2011-II....... ... 101.0 351.88 9.8 370.64 8.6 1.0180 358.22 102.2 353.14 1.0124 357.52

2011-III ..... ... 102.2 353.14 9.8 372.41 8.7 1.0340 365.15 103.3 353.95 1.0119 358.17

2011-IV ..... 2.8 103.3 353.95 9.1 384.65 8.7 1.0100 367.52 103.7 365.41 1.0122 369.86

2012-I........ ... 103.7 365.41 9.9 385.96 8.8 1.0270 375.27 104.8 366.52 1.0135 371.47

2012-II....... ... 104.8 366.52 9.9 387.27 8.9 1.0180 373.12 105.8 367.91 1.0124 372.47

2012-III ..... ... 105.8 367.91 9.9 388.57 9.0 1.0340 380.42 106.8 368.78 1.0119 373.17

2012-IV ..... 2.8 106.8 368.78 9.3 400.80 9.0 1.0100 382.91 107.0 380.68 1.0122 385.33

2013-I........ ... 107.0 380.68 10.0 402.05 9.1 1.0270 390.96 108.0 381.80 1.0135 386.96

2013-II....... ... 108.0 381.80 10.0 403.31 9.2 1.0180 388.67 108.9 383.21 1.0124 387.96

2013-III ..... ... 108.9 383.21 10.0 404.56 9.2 1.0340 396.24 109.7 384.06 1.0119 388.63

2013-IV ..... 2.8 109.7 384.06 9.4 417.18 9.3 1.0100 398.78 109.8 396.42 1.0122 401.25

2014-I........ ... 109.8 396.42 10.2 418.43 9.3 1.0270 407.12 110.7 397.54 1.0135 402.90

2014-II....... ... 110.7 397.54 10.2 419.67 9.4 1.0180 404.69 111.5 398.96 1.0124 403.91

2014-III ..... ... 111.5 398.96 10.2 420.92 9.4 1.0340 412.52 112.2 399.81 1.0119 404.56

2014-IV ..... 2.8 112.2 399.81 9.5 433.98 9.5 1.0100 415.13 112.2 412.62 1.0122 417.65

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

176

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.D7.—DI Average Monthly Benefit to Aged Husbands of Disabled Workers In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980 ........... 14.3 2.7 $85.39 1.0 $87.86 0.8 1.0164 $99.20 2.9 $94.02 0.9771 $91.87

1981 ........... 11.2 2.9 94.02 .9 96.36 .9 1.0119 105.79 2.9 101.65 .9856 100.19

1982 ........... 7.4 2.9 101.65 .8 104.59 .8 .9308 101.62 2.9 104.49 .9742 101.79

1983 ........... 3.5 2.9 104.49 .9 110.22 .9 1.1065 119.66 2.9 105.42 .9643 101.66

1984 ........... 3.5 2.9 105.42 .9 107.82 .9 1.0931 119.27 3.0 105.77 .9549 101.00

1985 ........... 3.1 3.0 105.77 .9 121.42 .8 1.1449 124.85 3.1 108.36 .9454 102.44

1986 ........... 1.3 3.1 108.36 .9 122.78 1.0 1.1378 124.90 3.0 108.95 .9295 101.27

1987 ........... 4.2 3.0 108.95 .9 123.59 .9 1.0765 122.21 3.1 114.27 .9527 108.86

1988 ........... 4.0 3.1 114.27 .9 113.38 .9 1.1146 132.46 3.0 114.82 .9194 105.57

1989 ........... 4.7 3.0 114.82 .8 124.97 .9 1.1296 135.79 3.0 118.64 .9455 112.18

1990 ........... 5.4 3.0 118.64 .7 134.22 .9 1.1208 140.16 2.8 125.17 .9434 118.09

1991 ........... 3.7 2.8 125.17 .7 143.78 .8 1.1671 151.49 2.7 130.40 .9725 126.82

1992 ........... 3.0 2.7 130.40 .7 137.73 .8 1.1464 153.98 2.6 132.49 1.0195 135.08

1993 ........... 2.6 2.6 132.49 .8 139.41 .7 1.0817 147.04 2.7 135.25 1.0348 139.96

1994 ........... 2.8 2.7 135.25 .8 134.24 .7 .9378 130.39 2.7 139.98 1.0378 145.27

1995 ........... 2.6 2.7 139.98 .8 153.92 .7 1.0065 144.55 2.8 146.23 1.0663 155.92

1996 ........... 2.9 2.8 146.23 .8 169.67 .7 1.0786 162.29 2.9 152.72 1.0669 162.94

1997 ........... 2.1 2.9 152.72 .7 161.42 .7 1.0300 160.61 2.8 156.11 1.0747 167.77

1998 ........... 1.3 2.8 156.11 .8 174.83 .7 1.0352 163.71 2.9 161.12 1.0601 170.81

1999 ........... 1 2.5 2.9 161.12 .8 179.03 .7 1.0108 166.93 3.0 168.56 1.0589 178.48

2000 ........... 3.5 3.0 168.56 .9 187.80 .8 .9658 168.50 3.1 180.10 1.0448 188.16

2001 ........... 2.6 3.1 180.10 1.0 195.06 .8 .9894 182.83 3.3 188.61 1.0456 197.21

2002 ........... 1.4 3.3 188.61 1.2 180.88 1.0 1.0314 197.26 3.5 187.01 1.0613 198.47

2003 ........... 2.1 3.5 187.01 1.2 197.09 .9 1.0273 196.15 3.8 192.56 1.0807 208.10

2004 ........... 2.7 3.8 192.56 1.5 195.19 .9 .9991 197.57 4.3 197.41 1.0740 212.01

2005-I......... ... 4.3 197.41 .4 197.01 .3 1.0140 200.17 4.4 197.20 1.0565 208.34

2005-II ....... ... 4.4 197.20 .4 196.61 .3 .9560 188.52 4.5 197.75 1.0584 209.30

2005-III...... ... 4.5 197.75 .4 196.22 .3 1.0520 208.03 4.6 197.01 1.0594 208.71

2005-IV...... 2.0 4.6 197.01 .3 199.74 .3 .9810 197.15 4.6 201.07 1.0583 212.80

2006-I......... ... 4.6 201.07 .4 200.06 .3 1.0140 203.89 4.8 200.81 1.0565 212.15

2006-II ....... ... 4.8 200.81 .4 200.38 .3 .9560 191.97 4.9 201.33 1.0584 213.09

2006-III...... ... 4.9 201.33 .4 200.71 .3 1.0520 211.80 5.0 200.61 1.0594 212.53

2006-IV...... 2.2 5.0 200.61 .4 205.45 .3 .9810 201.14 5.0 205.28 1.0583 217.25

2007-I......... ... 5.0 205.28 .5 206.04 .3 1.0140 208.16 5.2 205.21 1.0565 216.80

2007-II ....... ... 5.2 205.21 .5 206.63 .3 .9560 196.18 5.3 205.91 1.0584 217.93

2007-III...... ... 5.3 205.91 .5 207.22 .3 1.0520 216.62 5.4 205.34 1.0594 217.54

2007-IV...... 2.7 5.4 205.34 .4 213.42 .4 .9810 206.89 5.5 211.36 1.0583 223.68

2008-I......... ... 5.5 211.36 .5 214.31 .4 1.0140 214.32 5.7 211.45 1.0565 223.39

2008-II ....... ... 5.7 211.45 .5 215.20 .4 .9560 202.14 5.8 212.38 1.0584 224.79

2008-III...... ... 5.8 212.38 .5 216.09 .4 1.0520 223.43 6.0 211.97 1.0594 224.57

2008-IV...... 2.8 6.0 211.97 .5 223.06 .4 .9810 213.79 6.1 218.61 1.0583 231.36

2009-I......... ... 6.1 218.61 .6 223.95 .4 1.0140 221.67 6.3 218.94 1.0565 231.31

2009-II ....... ... 6.3 218.94 .6 224.84 .4 .9560 209.30 6.5 220.07 1.0584 232.92

2009-III...... ... 6.5 220.07 .6 225.72 .4 1.0520 231.52 6.7 219.86 1.0594 232.92

2009-IV...... 2.8 6.7 219.86 .6 232.96 .4 .9810 221.74 6.8 226.93 1.0583 240.15

2010-I......... ... 6.8 226.93 .6 234.07 .4 1.0140 230.10 7.0 227.35 1.0565 240.20

2010-II ....... ... 7.0 227.35 .6 235.19 .5 .9560 217.35 7.2 228.67 1.0584 242.02

2010-III...... ... 7.2 228.67 .6 236.30 .5 1.0520 240.56 7.3 228.55 1.0594 242.13

2010-IV...... 2.8 7.3 228.55 .6 244.06 .5 .9810 230.50 7.4 235.96 1.0583 249.72

2011-I......... ... 7.4 235.96 .6 245.28 .5 1.0140 239.27 7.6 236.48 1.0565 249.84

2011-II ....... ... 7.6 236.48 .6 246.49 .5 .9560 226.07 7.7 237.95 1.0584 251.84

2011-III...... ... 7.7 237.95 .6 247.71 .5 1.0520 250.32 7.8 237.89 1.0594 252.02

2011-IV...... 2.8 7.8 237.89 .6 255.89 .5 .9810 239.92 7.9 245.70 1.0583 260.02

2012-I......... ... 7.9 245.70 .6 256.94 .5 1.0140 249.14 8.0 246.36 1.0565 260.28

2012-II ....... ... 8.0 246.36 .6 257.99 .5 .9560 235.52 8.1 247.96 1.0584 262.44

2012-III...... ... 8.1 247.96 .6 259.04 .5 1.0520 260.85 8.2 247.98 1.0594 262.71

2012-IV...... 2.8 8.2 247.98 .6 267.37 .5 .9810 250.10 8.3 256.14 1.0583 271.07

2013-I......... ... 8.3 256.14 .6 268.42 .5 1.0140 259.73 8.4 256.88 1.0565 271.40

2013-II ....... ... 8.4 256.88 .6 269.48 .5 .9560 245.58 8.5 258.53 1.0584 273.63

2013-III...... ... 8.5 258.53 .6 270.54 .5 1.0520 271.97 8.6 258.57 1.0594 273.93

2013-IV...... 2.8 8.6 258.57 .6 279.20 .6 .9810 260.77 8.6 267.08 1.0583 282.65

2014-I......... ... 8.6 267.08 .7 280.24 .6 1.0140 270.82 8.7 267.83 1.0565 282.96

2014-II ....... ... 8.7 267.83 .7 281.28 .6 .9560 256.05 8.8 269.59 1.0584 285.33

2014-III...... ... 8.8 269.59 .7 282.32 .6 1.0520 283.61 8.9 269.59 1.0594 285.61

2014-IV...... 2.8 8.9 269.59 .6 291.30 .6 .9810 271.89 8.9 278.47 1.0583 294.70

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

177

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

III.D8.—DI Average Monthly Benefit to Total Spouses of Disabled Workers In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980........... 14.3 494.2 $95.88 108.5 $113.48 123.1 1.0159 $111.33 479.6 $110.02 1.0041 $110.48

1981........... 11.2 479.6 110.02 95.6 113.59 127.9 .9960 121.86 447.3 120.77 1.0070 121.62

1982........... 7.4 447.3 120.77 77.8 120.09 136.8 .9936 128.87 388.3 128.21 1.0080 129.24

1983........... 3.5 388.3 128.21 80.1 123.71 139.2 1.0608 140.77 329.2 127.10 1.0163 129.17

1984........... 3.5 329.2 127.10 81.8 124.17 85.7 1.0356 136.23 325.4 128.46 1.0192 130.92

1985........... 3.1 325.4 128.46 83.5 126.69 80.8 1.0428 138.10 328.1 129.59 1.0231 132.58

1986........... 1.3 328.1 129.59 82.4 127.01 86.1 1.0627 139.51 324.4 128.01 1.0254 131.26

1987........... 4.2 324.4 128.01 76.5 133.47 84.8 1.0805 144.12 316.0 130.84 1.0301 134.77

1988........... 4.0 316.0 130.84 73.4 136.79 82.6 1.0760 146.42 306.9 133.95 1.0335 138.45

1989........... 4.7 306.9 133.95 68.7 143.76 77.3 1.0757 150.87 298.3 138.90 1.0382 144.20

1990........... 5.4 298.3 138.90 69.2 148.76 73.9 1.0982 160.77 293.6 144.16 1.0401 149.94

1991........... 3.7 293.6 144.16 72.4 151.75 71.9 1.1107 166.04 294.1 146.99 1.0425 153.23

1992........... 3.0 294.1 146.99 77.9 151.64 71.4 1.1155 168.89 300.6 148.18 1.0459 154.98

1993........... 2.6 300.6 148.18 74.5 156.53 71.7 1.1276 171.43 303.4 148.90 1.0481 156.07

1994........... 2.8 303.4 148.90 69.4 164.94 70.1 1.1169 170.96 302.7 151.71 1.0521 159.61

1995........... 2.6 302.7 151.71 63.0 175.12 69.8 1.1276 175.52 295.9 155.17 1.0541 163.56

1996........... 2.9 295.9 155.17 56.8 183.05 67.0 1.1095 177.15 285.8 160.56 1.0674 171.39

1997........... 2.1 285.8 160.56 50.5 192.07 66.6 1.1107 182.08 269.7 164.88 1.0722 176.78

1998........... 1.3 269.7 164.88 47.4 198.82 61.0 1.1262 188.10 256.0 167.99 1.0827 181.88

1999........... 1 2.5 256.0 167.99 46.0 207.17 59.7 1.1403 196.34 242.3 172.99 1.0931 189.09

2000........... 3.5 242.3 172.99 43.7 219.55 57.3 1.1416 204.40 228.7 180.62 1.0985 198.42

2001........... 2.6 228.7 180.62 42.7 228.94 53.6 1.1445 212.09 217.8 187.89 1.1022 207.09

2002........... 1.4 217.8 187.89 45.6 227.35 54.2 1.1645 221.86 209.2 192.80 1.1019 212.44

2003........... 2.1 209.2 192.80 47.2 236.53 50.0 1.1521 226.78 206.4 200.87 1.1021 221.37

2004........... 2.7 206.4 200.87 47.6 243.46 48.2 1.0699 220.72 205.7 214.44 1.0805 231.71

2005-I........ ... 205.7 214.44 12.7 242.99 12.0 1.1431 245.13 206.4 214.41 1.0883 233.34

2005-II....... ... 206.4 214.41 12.7 242.99 12.1 1.0720 229.84 206.9 215.26 1.0885 234.31

2005-III ..... ... 206.9 215.26 12.7 243.00 12.2 1.0769 231.82 207.4 215.98 1.0901 235.45

2005-IV ..... 2.0 207.4 215.98 11.9 247.86 12.2 1.1129 245.18 207.1 220.43 1.0907 240.41

2006-I........ ... 207.1 220.43 13.0 250.74 12.3 1.1403 251.35 207.8 220.49 1.0870 239.68

2006-II....... ... 207.8 220.49 13.0 251.21 12.4 1.0733 236.66 208.4 221.44 1.0871 240.74

2006-III ..... ... 208.4 221.44 13.0 251.68 12.5 1.0792 238.99 208.9 222.27 1.0887 241.98

2006-IV ..... 2.2 208.9 222.27 12.2 257.67 12.5 1.1112 252.42 208.5 227.44 1.0892 247.73

2007-I........ ... 208.5 227.44 13.7 260.20 12.6 1.1379 258.81 209.6 227.69 1.0858 247.24

2007-II....... ... 209.6 227.69 13.7 260.92 12.7 1.0748 244.73 210.6 228.83 1.0858 248.47

2007-III ..... ... 210.6 228.83 13.7 261.64 12.8 1.0817 247.53 211.5 229.81 1.0872 249.85

2007-IV ..... 2.7 211.5 229.81 12.8 269.41 12.9 1.1097 261.90 211.4 236.49 1.0877 257.23

2008-I........ ... 211.4 236.49 14.6 272.90 13.0 1.1359 268.61 213.1 237.03 1.0846 257.08

2008-II....... ... 213.1 237.03 14.6 273.91 13.1 1.0763 255.11 214.6 238.44 1.0845 258.59

2008-III ..... ... 214.6 238.44 14.6 274.93 13.3 1.0842 258.52 216.0 239.68 1.0856 260.21

2008-IV ..... 2.8 216.0 239.68 13.7 283.68 13.4 1.1080 273.01 216.4 247.13 1.0861 268.41

2009-I........ ... 216.4 247.13 16.0 286.27 13.5 1.1338 280.21 218.9 247.96 1.0832 268.58

2009-II....... ... 218.9 247.96 16.0 287.17 13.7 1.0775 267.18 221.2 249.60 1.0829 270.30

2009-III ..... ... 221.2 249.60 16.0 288.07 13.9 1.0862 271.12 223.3 251.02 1.0839 272.09

2009-IV ..... 2.8 223.3 251.02 15.0 297.07 14.0 1.1061 285.43 224.2 258.96 1.0843 280.80

2010-I........ ... 224.2 258.96 15.9 299.28 14.2 1.1309 292.87 226.0 259.67 1.0817 280.89

2010-II....... ... 226.0 259.67 15.9 300.76 14.3 1.0778 279.88 227.6 261.28 1.0815 282.56

2010-III ..... ... 227.6 261.28 15.9 302.24 14.5 1.0873 284.09 229.1 262.69 1.0824 284.34

2010-IV ..... 2.8 229.1 262.69 14.9 312.23 14.6 1.1044 298.24 229.4 271.01 1.0829 293.48

2011-I ........ ... 229.4 271.01 15.8 313.63 14.6 1.1288 305.92 230.6 271.71 1.0805 293.60

2011-II....... ... 230.6 271.71 15.8 315.13 14.7 1.0779 292.88 231.6 273.32 1.0803 295.27

2011-III ..... ... 231.6 273.32 15.8 316.63 14.8 1.0879 297.36 232.5 274.73 1.0813 297.06

2011-IV ..... 2.8 232.5 274.73 14.8 327.07 14.9 1.1031 311.53 232.4 283.41 1.0818 306.59

2012-I........ ... 232.4 283.41 16.0 328.06 14.9 1.1275 319.55 233.5 284.16 1.0796 306.78

2012-II....... ... 233.5 284.16 16.0 329.18 15.0 1.0781 306.37 234.5 285.82 1.0793 308.50

2012-III ..... ... 234.5 285.82 16.0 330.31 15.1 1.0884 311.09 235.5 287.22 1.0803 310.29

2012-IV ..... 2.8 235.5 287.22 15.0 340.69 15.1 1.1022 325.45 235.3 296.24 1.0808 320.18

2013-I........ ... 235.3 296.24 16.2 342.11 15.2 1.1264 333.69 236.3 296.97 1.0787 320.34

2013-II....... ... 236.3 296.97 16.2 343.19 15.3 1.0782 320.20 237.2 298.63 1.0784 322.05

2013-III ..... ... 237.2 298.63 16.2 344.27 15.3 1.0888 325.15 238.1 300.02 1.0794 323.83

2013-IV ..... 2.8 238.1 300.02 15.2 355.02 15.4 1.1014 339.69 237.8 309.38 1.0799 334.10

2014-I........ ... 237.8 309.38 16.4 355.98 15.4 1.1255 348.20 238.8 310.08 1.0778 334.21

2014-II....... ... 238.8 310.08 16.4 357.05 15.5 1.0781 334.30 239.7 311.73 1.0776 335.91

2014-III ..... ... 239.7 311.73 16.4 358.13 15.6 1.0890 339.46 240.6 313.10 1.0785 337.68

2014-IV ..... 2.8 240.6 313.10 15.4 369.24 15.6 1.1007 354.28 240.4 322.81 1.0790 348.32

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

178

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980 ........... 14.3 1,254.9 $89.92 233.1 $101.06 287.4 0.9254 $95.12 1,200.6 $104.33 1.0026 $104.60

1981 ........... 11.2 1,200.6 104.33 202.2 95.29 304.4 .9376 108.77 1,098.4 114.21 1.0125 115.64

1982 ........... 7.4 1,098.4 114.21 151.8 98.69 314.5 .9323 114.36 935.7 121.82 1.0202 124.28

1983 ........... 3.5 935.7 121.82 153.3 105.67 185.2 .7378 93.02 903.8 129.40 1.0336 133.75

1984 ........... 3.5 903.8 129.40 172.9 108.28 166.8 .9045 121.14 909.9 131.40 1.0398 136.63

1985 ........... 3.1 909.9 131.40 188.5 111.51 149.6 .9163 124.13 948.8 132.70 1.0463 138.85

1986 ........... 1.3 948.8 132.70 196.5 113.08 164.8 .9647 129.69 980.5 131.13 1.0554 138.39

1987 ........... 4.2 980.5 131.13 191.6 116.73 180.8 .9538 130.33 991.3 134.35 1.0642 142.97

1988 ........... 4.0 991.3 134.35 195.6 118.04 199.4 .9437 131.86 987.6 137.14 1.0693 146.65

1989 ........... 4.7 987.6 137.14 196.8 125.38 190.0 .9431 135.42 994.4 141.69 1.0723 151.94

1990 ........... 5.4 994.4 141.69 216.2 131.67 181.6 .9362 139.82 1,029.0 147.54 1.0764 158.81

1991 ........... 3.7 1,029.0 147.54 249.5 135.16 180.8 .9393 143.71 1,097.7 150.58 1.0804 162.69

1992 ........... 3.0 1,097.7 150.58 305.4 135.25 190.8 .9342 144.89 1,212.3 151.77 1.0880 165.12

1993 ........... 2.6 1,212.3 151.77 316.3 138.24 202.3 .9327 145.23 1,326.2 153.25 1.0945 167.73

1994 ........... 2.8 1,326.2 153.25 325.8 144.33 219.9 .9157 144.27 1,432.2 156.70 1.0989 172.20

1995 ........... 2.6 1,432.2 156.70 314.3 154.08 244.6 .9182 147.63 1,502.0 161.64 1.1007 177.92

1996 ........... 2.9 1,502.0 161.64 310.2 164.09 252.8 .8405 139.79 1,559.3 170.29 1.1024 187.72

1997 ........... 2.1 1,559.3 170.29 277.3 172.53 300.8 .8953 155.65 1,535.9 177.27 1.1011 195.19

1998 ........... 1.3 1,535.9 177.27 279.1 179.10 261.9 .8939 160.53 1,553.1 182.78 1.1020 201.42

1999 ........... 1 2.5 1,553.1 182.78 283.0 185.48 264.1 .9160 171.61 1,572.0 189.75 1.1041 209.51

2000 ........... 3.5 1,572.0 189.75 271.0 198.25 270.9 .9202 180.71 1,572.1 199.57 1.1062 220.77

2001 ........... 2.6 1,572.1 199.57 282.5 204.75 266.8 .9269 189.80 1,587.8 208.18 1.1083 230.72

2002 ........... 1.4 1,587.8 208.18 316.9 203.00 275.0 .9587 202.39 1,629.7 213.85 1.1101 237.40

2003 ........... 2.1 1,629.7 213.85 326.2 208.05 276.2 .9568 208.90 1,679.8 220.60 1.1147 245.90

2004 ........... 2.7 1,679.8 220.60 320.9 215.66 285.5 .9637 218.33 1,715.2 229.29 1.1194 256.67

2005-I......... ... 1,715.2 229.29 80.1 216.12 74.6 1.0190 233.65 1,720.7 228.49 1.1097 253.55

2005-II ....... ... 1,720.7 228.49 80.1 215.76 74.8 .9040 206.55 1,725.9 228.85 1.1113 254.32

2005-III...... ... 1,725.9 228.85 80.1 215.39 75.1 .8490 194.29 1,731.0 229.72 1.1124 255.55

2005-IV...... 2.0 1,731.0 229.72 75.0 219.33 75.2 .9420 220.74 1,730.8 234.27 1.1087 259.74

2006-I......... ... 1,730.8 234.27 77.1 219.73 75.2 1.0190 238.72 1,732.7 233.43 1.1097 259.04

2006-II ....... ... 1,732.7 233.43 77.1 220.14 75.3 .9040 211.02 1,734.5 233.81 1.1113 259.84

2006-III...... ... 1,734.5 233.81 77.1 220.55 75.4 .8490 198.51 1,736.3 234.76 1.1124 261.14

2006-IV...... 2.2 1,736.3 234.76 72.2 225.81 75.3 .9420 226.02 1,733.2 239.95 1.1087 266.03

2007-I......... ... 1,733.2 239.95 78.0 226.44 75.3 1.0190 244.51 1,735.8 239.15 1.1097 265.38

2007-II ....... ... 1,735.8 239.15 78.0 227.07 75.4 .9040 216.19 1,738.4 239.60 1.1113 266.27

2007-III...... ... 1,738.4 239.60 78.0 227.70 75.5 .8490 203.42 1,740.9 240.64 1.1124 267.68

2007-IV...... 2.7 1,740.9 240.64 73.1 234.50 75.5 .9420 232.82 1,738.4 247.24 1.1087 274.12

2008-I......... ... 1,738.4 247.24 78.9 235.39 75.6 1.0190 251.94 1,741.8 246.50 1.1097 273.54

2008-II ....... ... 1,741.8 246.50 78.9 236.28 75.7 .9040 222.84 1,745.0 247.06 1.1113 274.56

2008-III...... ... 1,745.0 247.06 78.9 237.16 75.8 .8490 209.76 1,748.1 248.24 1.1124 276.14

2008-IV...... 2.8 1,748.1 248.24 73.9 244.71 75.9 .9420 240.40 1,746.2 255.40 1.1087 283.16

2009-I......... ... 1,746.2 255.40 82.9 245.51 76.0 1.0190 260.26 1,753.1 254.72 1.1097 282.67

2009-II ....... ... 1,753.1 254.72 82.9 246.31 76.3 .9040 230.27 1,759.7 255.39 1.1113 283.81

2009-III...... ... 1,759.7 255.39 82.9 247.10 76.6 .8490 216.82 1,766.1 256.67 1.1124 285.52

2009-IV...... 2.8 1,766.1 256.67 77.7 254.84 76.7 .9420 248.57 1,767.0 264.14 1.1087 292.85

2010-I......... ... 1,767.0 264.14 81.1 256.10 76.8 1.0190 269.16 1,771.4 263.56 1.1097 292.47

2010-II ....... ... 1,771.4 263.56 81.1 257.37 77.0 .9040 238.25 1,775.5 264.37 1.1113 293.79

2010-III...... ... 1,775.5 264.37 81.1 258.63 77.2 .8490 224.45 1,779.5 265.84 1.1124 295.72

2010-IV...... 2.8 1,779.5 265.84 76.0 267.17 77.2 .9420 257.45 1,778.3 273.73 1.1087 303.48

2011-I......... ... 1,778.3 273.73 80.4 268.46 77.3 1.0190 278.93 1,781.4 273.26 1.1097 303.24

2011-II ....... ... 1,781.4 273.26 80.4 269.75 77.4 .9040 247.03 1,784.4 274.24 1.1113 304.77

2011-III...... ... 1,784.4 274.24 80.4 271.04 77.5 .8490 232.83 1,787.3 275.90 1.1124 306.91

2011-IV...... 2.8 1,787.3 275.90 75.4 279.96 77.6 .9420 267.19 1,785.1 284.20 1.1087 315.09

2012-I......... ... 1,785.1 284.20 81.9 280.94 77.6 1.0190 289.60 1,789.4 283.81 1.1097 314.95

2012-II ....... ... 1,789.4 283.81 81.9 281.92 77.8 .9040 256.57 1,793.5 284.91 1.1113 316.62

2012-III...... ... 1,793.5 284.91 81.9 282.91 78.0 .8490 241.89 1,797.4 286.68 1.1124 318.91

2012-IV...... 2.8 1,797.4 286.68 76.7 291.84 78.0 .9420 277.63 1,796.1 295.35 1.1087 327.45

2013-I......... ... 1,796.1 295.35 82.1 292.79 78.1 1.0190 300.96 1,800.1 294.99 1.1097 327.35

2013-II ....... ... 1,800.1 294.99 82.1 293.74 78.3 .9040 266.67 1,804.0 296.16 1.1113 329.12

2013-III...... ... 1,804.0 296.16 82.1 294.69 78.4 .8490 251.44 1,807.6 298.03 1.1124 331.53

2013-IV...... 2.8 1,807.6 298.03 76.9 303.92 78.5 .9420 288.62 1,806.1 307.06 1.1087 340.44

2014-I......... ... 1,806.1 307.06 83.4 304.86 78.5 1.0190 312.89 1,811.0 306.71 1.1097 340.35

2014-II ....... ... 1,811.0 306.71 83.4 305.80 78.7 .9040 277.26 1,815.6 307.94 1.1113 342.21

2014-III...... ... 1,815.6 307.94 83.4 306.74 78.9 .8490 261.44 1,820.1 309.90 1.1124 344.74

2014-IV...... 2.8 1,820.1 309.90 78.1 316.30 79.0 .9420 300.12 1,819.2 319.30 1.1087 354.01

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

179

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980........... 14.3 32.9 $117.28 6.2 $129.16 5.5 0.8929 $119.69 33.6 $135.57 1.0034 $136.03

1981........... 11.2 33.6 135.57 5.5 136.81 5.0 .9676 145.87 34.1 149.21 1.0181 151.91

1982........... 7.4 34.1 149.21 4.2 147.41 6.3 .9828 157.49 32.0 159.41 1.0282 163.90

1983........... 3.5 32.0 159.41 5.2 151.26 4.5 .9028 148.95 32.7 165.01 1.0422 171.98

1984........... 3.5 32.7 165.01 5.6 159.18 4.1 .9902 169.11 34.3 169.08 1.0562 178.59

1985........... 3.1 34.3 169.08 6.7 162.90 4.1 1.0225 178.25 36.8 172.08 1.0679 183.77

1986........... 1.3 36.8 172.08 6.9 165.66 4.2 1.0885 189.74 39.6 171.41 1.0894 186.73

1987........... 4.2 39.6 171.41 6.7 163.52 4.9 1.0059 179.66 41.3 176.52 1.1089 195.74

1988........... 4.0 41.3 176.52 6.6 162.34 5.3 .8995 165.13 42.7 182.71 1.1218 204.96

1989........... 4.7 42.7 182.71 6.3 180.75 5.1 .8854 169.38 43.8 192.51 1.1334 218.20

1990........... 5.4 43.8 192.51 6.6 190.51 5.2 .9091 184.47 45.2 203.45 1.1373 231.38

1991........... 3.7 45.2 203.45 7.5 198.66 5.4 .9329 196.81 47.3 210.74 1.1429 240.86

1992........... 3.0 47.3 210.74 9.5 198.19 5.1 .9743 211.47 51.7 214.21 1.1522 246.82

1993........... 2.6 51.7 214.21 10.2 202.30 5.5 .9522 209.27 56.5 217.75 1.1634 253.34

1994........... 2.8 56.5 217.75 9.7 211.54 5.8 .9190 205.71 60.4 223.74 1.1686 261.47

1995........... 2.6 60.4 223.74 9.7 218.92 6.3 .9055 207.87 63.9 230.20 1.1734 270.12

1996........... 2.9 63.9 230.20 9.3 231.64 6.3 .8648 204.84 66.9 239.25 1.1772 281.65

1997........... 2.1 66.9 239.25 8.5 240.74 7.4 .8884 217.00 68.0 246.88 1.1835 292.18

1998........... 1.3 68.0 246.88 9.1 250.58 6.7 .8796 219.99 70.4 253.08 1.1863 300.24

1999........... 1 2.5 70.4 253.08 9.8 252.50 7.6 .9017 233.90 72.6 261.23 1.1893 310.68

2000........... 3.5 72.6 261.23 9.6 255.71 8.5 .8649 233.85 73.7 272.82 1.1934 325.58

2001........... 2.6 73.7 272.82 9.6 275.69 7.9 .8838 247.37 75.5 283.66 1.1981 339.85

2002........... 1.4 75.5 283.66 11.0 271.35 8.4 .9442 271.58 78.0 289.85 1.2042 349.05

2003........... 2.1 78.0 289.85 12.3 272.44 7.9 .9175 271.53 82.4 297.48 1.2133 360.92

2004........... 2.7 82.4 297.48 12.2 271.26 7.8 .9130 278.92 86.8 305.97 1.2293 376.12

2005-I........ ... 86.8 305.97 3.0 272.33 2.4 .9060 277.21 87.4 305.61 1.2009 367.01

2005-II....... ... 87.4 305.61 3.0 271.71 2.4 .8740 267.11 87.9 305.53 1.2035 367.70

2005-III ..... ... 87.9 305.53 3.0 271.09 2.5 .8280 252.98 88.5 305.82 1.2052 368.57

2005-IV ..... 2.0 88.5 305.82 2.8 275.88 2.5 .9240 288.24 88.8 311.46 1.1997 373.66

2006-I........ ... 88.8 311.46 3.0 276.39 2.5 .9060 282.18 89.3 311.11 1.2009 373.61

2006-II....... ... 89.3 311.11 3.0 276.90 2.5 .8740 271.91 89.8 311.08 1.2035 374.38

2006-III ..... ... 89.8 311.08 3.0 277.41 2.5 .8280 257.57 90.2 311.46 1.2052 375.37

2006-IV ..... 2.2 90.2 311.46 2.8 284.03 2.5 .9240 294.13 90.5 317.94 1.1997 381.44

2007-I........ ... 90.5 317.94 3.0 284.83 2.5 .9060 288.06 91.0 317.68 1.2009 381.50

2007-II....... ... 91.0 317.68 3.0 285.62 2.5 .8740 277.65 91.4 317.74 1.2035 382.40

2007-III ..... ... 91.4 317.74 3.0 286.42 2.6 .8280 263.09 91.9 318.24 1.2052 383.54

2007-IV ..... 2.7 91.9 318.24 2.8 294.96 2.6 .9240 302.01 92.1 326.56 1.1997 391.78

2008-I........ ... 92.1 326.56 3.1 296.08 2.6 .9060 295.87 92.6 326.39 1.2009 391.96

2008-II....... ... 92.6 326.39 3.1 297.20 2.6 .8740 285.27 93.2 326.56 1.2035 393.01

2008-III ..... ... 93.2 326.56 3.1 298.31 2.6 .8280 270.39 93.7 327.18 1.2052 394.32

2008-IV ..... 2.8 93.7 327.18 2.9 307.81 2.6 .9240 310.80 94.0 336.18 1.1997 403.32

2009-I........ ... 94.0 336.18 3.3 308.81 2.6 .9060 304.58 94.6 336.12 1.2009 403.64

2009-II....... ... 94.6 336.12 3.3 309.81 2.6 .8740 293.77 95.2 336.39 1.2035 404.84

2009-III ..... ... 95.2 336.39 3.3 310.82 2.7 .8280 278.53 95.9 337.12 1.2052 406.30

2009-IV ..... 2.8 95.9 337.12 3.1 320.55 2.7 .9240 320.24 96.2 346.48 1.1997 415.68

2010-I........ ... 96.2 346.48 3.3 322.14 2.7 .9060 313.92 96.8 346.56 1.2009 416.19

2010-II....... ... 96.8 346.56 3.3 323.72 2.7 .8740 302.90 97.4 347.01 1.2035 417.63

2010-III ..... ... 97.4 347.01 3.3 325.31 2.7 .8280 287.32 98.0 347.94 1.2052 419.34

2010-IV ..... 2.8 98.0 347.94 3.1 336.05 2.7 .9240 330.51 98.3 357.78 1.1997 429.22

2011-I ........ ... 98.3 357.78 3.3 337.68 2.7 .9060 324.15 98.8 358.05 1.2009 429.98

2011-II....... ... 98.8 358.05 3.3 339.30 2.8 .8740 312.94 99.3 358.69 1.2035 431.68

2011-III ..... ... 99.3 358.69 3.3 340.93 2.8 .8280 296.99 99.8 359.82 1.2052 433.66

2011-IV ..... 2.8 99.8 359.82 3.1 352.15 2.8 .9240 341.80 100.1 370.15 1.1997 444.07

2012-I........ ... 100.1 370.15 3.3 353.38 2.8 .9060 335.36 100.6 370.57 1.2009 445.02

2012-II....... ... 100.6 370.57 3.3 354.61 2.8 .8740 323.88 101.1 371.34 1.2035 446.91

2012-III ..... ... 101.1 371.34 3.3 355.85 2.8 .8280 307.47 101.6 372.61 1.2052 449.07

2012-IV ..... 2.8 101.6 372.61 3.1 367.08 2.8 .9240 353.95 101.9 383.39 1.1997 459.95

2013-I........ ... 101.9 383.39 3.4 368.28 2.8 .9060 347.35 102.4 383.89 1.2009 461.02

2013-II....... ... 102.4 383.89 3.4 369.47 2.9 .8740 335.52 102.9 384.77 1.2035 463.07

2013-III ..... ... 102.9 384.77 3.4 370.67 2.9 .8280 318.59 103.4 386.15 1.2052 465.39

2013-IV ..... 2.8 103.4 386.15 3.2 382.28 2.9 .9240 366.81 103.7 397.37 1.1997 476.72

2014-I........ ... 103.7 397.37 3.4 383.46 2.9 .9060 360.02 104.2 397.95 1.2009 477.90

2014-II....... ... 104.2 397.95 3.4 384.64 2.9 .8740 347.81 104.7 398.91 1.2035 480.09

2014-III ..... ... 104.7 398.91 3.4 385.83 2.9 .8280 330.30 105.2 400.39 1.2052 482.55

2014-IV ..... 2.8 105.2 400.39 3.2 397.85 2.9 .9240 380.34 105.5 412.07 1.1997 494.36

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

180

Sources: See sources at end of table III.D5.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands]

Calendar

period

Benefit

increase

(percent)

In force

beginning of period

Awards

during period Terminations during period

In force

end of period

Current-payment status

end of period

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of period

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

period

Average

benefit

1980........... 14.3 180.1 $127.85 145.9 $140.44 145.1 0.9303 $135.95 181.0 $150.04 1.0159 $152.43

1981........... 11.2 181.0 150.04 138.1 154.45 141.9 .9207 153.61 177.2 167.78 1.0306 172.92

1982........... 7.4 177.2 167.78 104.4 164.48 175.9 1.0500 189.21 105.7 152.25 1.0211 155.46

1983........... 3.5 105.7 152.25 70.6 171.89 114.1 1.1230 176.96 62.2 138.28 1.0414 144.00

1984........... 3.5 62.2 138.28 61.9 181.73 83.2 1.2086 172.97 41.0 140.89 1.0632 149.80

1985........... 3.1 41.0 140.89 55.6 188.76 69.4 1.1370 165.15 27.2 186.90 1.0535 196.90

1986........... 1.3 27.2 186.90 52.5 193.11 53.5 1.0350 195.95 26.3 186.69 1.0812 201.84

1987........... 4.2 26.3 186.69 54.0 201.41 53.2 1.0509 204.44 27.0 195.94 1.0891 213.40

1988........... 4.0 27.0 195.94 61.4 213.17 56.3 1.0405 212.03 32.2 209.38 1.0888 227.98

1989........... 4.7 32.2 209.38 56.7 225.79 57.2 1.0326 226.37 31.7 220.53 1.0910 240.59

1990........... 5.4 31.7 220.53 58.4 231.50 58.3 1.0183 236.68 31.8 226.54 1.1036 250.00

1991........... 3.7 31.8 226.54 60.2 236.04 58.2 1.0170 238.92 33.8 231.37 1.0945 253.23

1992........... 3.0 33.8 231.37 65.9 237.42 62.7 1.0055 239.62 37.0 235.32 1.1132 261.96

1993........... 2.6 37.0 235.32 70.9 242.40 68.7 1.0132 244.61 39.1 238.91 1.1131 265.94

1994........... 2.8 39.1 238.91 74.1 248.34 72.6 1.0148 249.24 40.6 245.80 1.1138 273.77

1995........... 2.6 40.6 245.80 75.6 259.23 74.5 1.0283 259.32 41.7 254.10 1.1182 284.13

1996........... 2.9 41.7 254.10 76.5 270.49 74.3 1.0245 267.86 43.9 267.90 1.1010 294.96

1997........... 2.1 43.9 267.90 75.8 279.19 77.0 1.0183 278.52 42.8 275.89 1.1100 306.25

1998........... 1.3 42.8 275.89 82.4 285.92 80.1 1.0215 285.49 45.1 281.88 1.1106 313.06

1999........... 1 2.5 45.1 281.88 84.3 295.59 84.0 1.0218 295.22 45.4 291.14 1.0983 319.75

2000........... 3.5 45.4 291.14 81.4 312.60 81.2 1.0384 312.89 45.6 303.36 1.1076 336.01

2001........... 2.6 45.6 303.36 81.5 327.44 80.3 1.0749 334.56 46.8 313.82 1.0945 343.48

2002........... 1.4 46.8 313.82 91.9 327.69 88.3 1.1048 351.57 50.4 320.32 1.0929 350.09

2003........... 2.1 50.4 320.32 96.4 338.06 93.2 1.1031 360.75 53.7 328.93 1.0918 359.14

2004........... 2.7 53.7 328.93 100.6 350.11 105.3 1.0609 358.38 48.9 353.23 1.0418 367.98

2005-I........ ... 48.9 353.23 30.2 349.46 8.3 1.1270 398.09 70.7 346.35 1.0775 373.19

2005-II....... ... 70.7 346.35 24.1 349.33 43.5 1.0210 353.62 51.4 341.59 1.0912 372.74

2005-III ..... ... 51.4 341.59 20.1 349.21 41.5 1.0530 359.69 30.0 321.68 1.1220 360.92

2005-IV ..... 2.0 30.0 321.68 26.1 356.07 6.5 1.1520 378.00 49.7 336.33 1.0970 368.96

2006-I........ ... 49.7 336.33 30.9 356.72 8.5 1.1270 379.05 72.1 340.06 1.0775 366.41

2006-II....... ... 72.1 340.06 24.7 357.38 44.4 1.0210 347.20 52.5 342.19 1.0912 373.39

2006-III ..... ... 52.5 342.19 20.6 358.04 42.4 1.0530 360.32 30.7 327.80 1.1220 367.79

2006-IV ..... 2.2 30.7 327.80 26.8 366.59 6.6 1.1520 385.95 50.9 345.02 1.0970 378.49

2007-I........ ... 50.9 345.02 31.9 367.62 8.7 1.1270 388.84 74.1 349.61 1.0775 376.71

2007-II....... ... 74.1 349.61 25.5 368.64 45.6 1.0210 356.95 54.0 352.40 1.0912 384.54

2007-III ..... ... 54.0 352.40 21.3 369.67 43.6 1.0530 371.08 31.6 338.23 1.1220 379.50

2007-IV ..... 2.7 31.6 338.23 27.6 380.70 6.8 1.1520 400.18 52.5 358.07 1.0970 392.80

2008-I........ ... 52.5 358.07 33.7 382.14 9.0 1.1270 403.54 77.2 363.28 1.0775 391.43

2008-II....... ... 77.2 363.28 27.0 383.58 47.6 1.0210 370.91 56.6 366.53 1.0912 399.96

2008-III ..... ... 56.6 366.53 22.5 385.02 45.8 1.0530 385.96 33.3 352.31 1.1220 395.29

2008-IV ..... 2.8 33.3 352.31 29.2 397.28 7.2 1.1520 417.24 55.3 373.58 1.0970 409.82

2009-I........ ... 55.3 373.58 36.1 398.57 9.5 1.1270 421.02 81.9 379.07 1.0775 408.44

2009-II....... ... 81.9 379.07 28.9 399.87 50.6 1.0210 387.03 60.2 382.35 1.0912 417.22

2009-III ..... ... 60.2 382.35 24.0 401.16 48.7 1.0530 402.61 35.5 367.28 1.1220 412.09

2009-IV ..... 2.8 35.5 367.28 31.3 413.72 7.7 1.1520 434.97 59.1 389.26 1.0970 427.01

2010-I........ ... 59.1 389.26 36.3 415.77 10.0 1.1270 438.69 85.3 394.71 1.0775 425.30

2010-II....... ... 85.3 394.71 29.0 417.82 52.4 1.0210 403.00 61.9 398.52 1.0912 434.87

2010-III ..... ... 61.9 398.52 24.2 419.87 50.0 1.0530 419.64 36.1 383.61 1.1220 430.41

2010-IV ..... 2.8 36.1 383.61 31.4 433.73 7.8 1.1520 454.31 59.8 407.26 1.0970 446.76

2011-I ........ ... 59.8 407.26 35.9 435.83 10.1 1.1270 458.98 85.6 413.15 1.0775 445.16

2011-II....... ... 85.6 413.15 28.8 437.93 52.5 1.0210 421.82 61.9 417.31 1.0912 455.36

2011-III ..... ... 61.9 417.31 24.0 440.02 49.9 1.0530 439.42 36.0 401.79 1.1220 450.81

2011-IV ..... 2.8 36.0 401.79 31.2 454.50 7.7 1.1520 475.84 59.4 426.62 1.0970 468.00

2012-I........ ... 59.4 426.62 36.6 456.09 10.1 1.1270 480.80 85.9 432.81 1.0775 466.35

2012-II....... ... 85.9 432.81 29.3 457.69 52.8 1.0210 441.89 62.4 436.79 1.0912 476.63

2012-III ..... ... 62.4 436.79 24.4 459.28 50.4 1.0530 459.94 36.4 419.88 1.1220 471.10

2012-IV ..... 2.8 36.4 419.88 31.7 473.78 7.8 1.1520 497.26 60.3 445.26 1.0970 488.45

2013-I........ ... 60.3 445.26 37.2 475.32 10.3 1.1270 501.81 87.2 451.43 1.0775 486.41

2013-II....... ... 87.2 451.43 29.8 476.86 53.6 1.0210 460.91 63.4 455.35 1.0912 496.88

2013-III ..... ... 63.4 455.35 24.8 478.41 51.2 1.0530 479.48 37.0 437.45 1.1220 490.82

2013-IV ..... 2.8 37.0 437.45 32.2 493.39 8.0 1.1520 518.07 61.3 463.79 1.0970 508.78

2014-I........ ... 61.3 463.79 37.8 494.92 10.4 1.1270 522.69 88.6 470.13 1.0775 506.56

2014-II....... ... 88.6 470.13 30.2 496.45 54.5 1.0210 480.00 64.4 474.14 1.0912 517.38

2014-III ..... ... 64.4 474.14 25.2 497.97 52.0 1.0530 499.26 37.6 455.37 1.1220 510.92

2014-IV ..... 2.8 37.6 455.37 32.7 513.49 8.1 1.1520 539.29 62.3 482.72 1.0970 529.55

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
DI Dollars

181

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Male disabled workers Female disabled workers Total disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 1,931.4 $405.43 11.243 $8,804.1 931.4 $296.07 11.236 $3,098.4 2,862.8 $369.85 11.241 $11,902.5

1981........... 1,911.5 454.21 11.361 9,863.7 924.0 329.48 11.368 3,460.6 2,835.5 413.57 11.363 13,324.4

1982........... 1,823.8 487.46 11.510 10,232.6 889.4 351.39 11.515 3,598.8 2,713.2 442.86 11.511 13,831.4

1983........... 1,740.9 485.48 11.954 10,103.3 850.5 348.59 11.965 3,547.2 2,591.4 440.55 11.957 13,650.5

1984........... 1,730.1 501.63 12.038 10,447.2 836.8 359.14 12.057 3,623.4 2,566.9 455.18 12.043 14,070.6

1985........... 1,768.0 518.31 11.986 10,983.3 860.6 370.40 11.985 3,820.5 2,628.6 469.88 11.986 14,803.7

1986........... 1,807.4 532.76 11.982 11,537.6 888.0 379.88 11.972 4,038.5 2,695.4 482.40 11.979 15,576.0

1987........... 1,841.2 539.18 11.992 11,904.8 914.1 383.73 11.987 4,204.7 2,755.3 487.61 11.991 16,109.5

1988........... 1,866.8 563.21 11.992 12,609.0 940.5 400.06 11.988 4,510.3 2,807.3 508.55 11.991 17,119.3

1989........... 1,888.8 587.72 11.997 13,317.7 968.4 417.30 11.990 4,845.6 2,857.2 529.96 11.995 18,163.3

1990........... 1,932.8 617.60 11.989 14,312.0 1,014.0 438.92 11.978 5,331.1 2,946.8 556.12 11.986 19,643.1

1991........... 2,012.4 652.51 11.980 15,730.2 1,081.5 465.30 11.972 6,024.6 3,093.9 587.07 11.977 21,754.8

1992........... 2,146.0 676.43 11.957 17,357.1 1,188.3 484.43 11.944 6,875.3 3,334.3 608.01 11.953 24,232.4

1993........... 2,288.1 696.07 11.975 19,072.6 1,306.5 500.70 11.966 7,827.8 3,594.6 625.06 11.973 26,900.3

1994........... 2,415.4 715.06 11.980 20,690.8 1,427.7 517.04 11.968 8,834.7 3,843.1 641.50 11.976 29,525.5

1995........... 2,515.8 739.36 11.998 22,316.8 1,551.0 537.04 11.976 9,975.3 4,066.8 662.20 11.991 32,292.0

1996........... 2,611.1 762.55 11.974 23,840.8 1,681.9 556.94 11.951 11,194.5 4,293.0 682.00 11.966 35,035.3

1997........... 2,635.5 790.65 12.006 25,018.6 1,787.6 579.05 11.971 12,391.7 4,423.2 705.13 11.995 37,410.3

1998........... 2,699.1 809.97 11.996 26,224.8 1,897.7 596.62 11.980 13,563.7 4,596.8 721.89 11.990 39,788.4

1999........... 2,766.3 823.61 12.000 27,340.2 2,016.6 610.48 11.983 14,752.5 4,782.9 733.75 11.994 42,092.7

2000........... 2,828.1 848.30 11.992 28,769.6 2,131.4 632.82 11.977 16,154.5 4,959.5 755.70 11.986 44,924.0

2001........... 2,894.1 885.45 11.996 30,740.9 2,245.1 665.01 11.978 17,883.5 5,139.3 789.15 11.989 48,624.4

2002........... 3,006.3 916.97 11.985 33,039.3 2,394.6 692.53 11.971 19,852.4 5,400.9 817.46 11.980 52,891.7

2003........... 3,159.0 940.53 11.959 35,531.8 2,570.9 713.18 11.948 21,907.8 5,730.0 838.52 11.955 57,439.6

2004........... 3,315.3 970.76 11.935 38,410.5 2,747.6 739.01 11.934 24,231.5 6,062.8 865.74 11.934 62,642.0

2005-I........ 3,384.7 1,001.97 3.000 10,174.1 2,838.1 765.18 3.000 6,514.9 6,222.8 893.98 3.000 16,689.0

2005-II....... 3,418.2 1,002.06 3.000 10,275.7 2,879.0 766.28 3.000 6,618.3 6,297.2 894.27 3.000 16,894.0

2005-III ..... 3,452.7 1,003.96 3.000 10,399.0 2,920.5 768.52 3.000 6,733.4 6,373.2 896.07 3.000 17,132.4

2005-IV ..... 3,485.3 1,006.02 3.000 10,518.9 2,960.5 770.89 3.000 6,846.6 6,445.8 898.03 3.000 17,365.6

2006-I........ 3,514.5 1,027.57 3.000 10,834.3 2,997.3 788.24 3.000 7,087.9 6,511.9 917.41 3.000 17,922.2

2006-II....... 3,544.1 1,027.93 3.000 10,929.1 3,034.8 789.61 3.000 7,188.9 6,578.8 917.99 3.000 18,118.0

2006-III ..... 3,574.6 1,029.58 3.000 11,041.0 3,072.9 791.66 3.000 7,298.0 6,647.5 919.60 3.000 18,339.0

2006-IV ..... 3,603.5 1,031.90 3.000 11,155.3 3,109.5 794.19 3.000 7,408.5 6,712.9 921.79 3.000 18,563.8

2007-I........ 3,629.3 1,056.80 3.000 11,506.4 3,143.5 814.11 3.000 7,677.4 6,772.8 944.16 3.000 19,183.8

2007-II....... 3,656.4 1,057.14 3.000 11,596.0 3,179.0 815.41 3.000 7,776.5 6,835.4 944.72 3.000 19,372.5

2007-III ..... 3,684.5 1,058.86 3.000 11,704.2 3,215.3 817.45 3.000 7,884.9 6,899.8 946.37 3.000 19,589.2

2007-IV ..... 3,711.0 1,061.21 3.000 11,814.3 3,250.0 819.97 3.000 7,994.6 6,960.9 948.58 3.000 19,808.9

2008-I........ 3,734.9 1,092.01 3.000 12,235.8 3,282.4 844.50 3.000 8,315.9 7,017.3 976.24 3.000 20,551.7

2008-II....... 3,761.2 1,092.50 3.000 12,327.2 3,316.9 845.90 3.000 8,417.4 7,078.1 976.94 3.000 20,744.6

2008-III ..... 3,788.5 1,094.48 3.000 12,439.3 3,352.3 848.14 3.000 8,529.6 7,140.8 978.83 3.000 20,968.9

2008-IV ..... 3,814.1 1,097.05 3.000 12,552.7 3,386.0 850.83 3.000 8,642.8 7,200.1 981.26 3.000 21,195.5

2009-I........ 3,835.9 1,129.98 3.000 13,003.4 3,416.3 877.16 3.000 8,989.9 7,252.2 1,010.89 3.000 21,993.3

2009-II....... 3,857.5 1,130.56 3.000 13,083.5 3,446.5 878.76 3.000 9,085.9 7,304.0 1,011.75 3.000 22,169.4

2009-III ..... 3,880.4 1,132.79 3.000 13,187.0 3,477.6 881.29 3.000 9,194.4 7,358.0 1,013.92 3.000 22,381.4

2009-IV ..... 3,901.5 1,135.30 3.000 13,288.0 3,507.1 884.08 3.000 9,301.7 7,408.6 1,016.38 3.000 22,589.7

2010-I........ 3,919.7 1,168.93 3.000 13,745.7 3,534.0 911.14 3.000 9,660.0 7,453.8 1,046.71 3.000 23,405.7

2010-II....... 3,940.1 1,169.73 3.000 13,826.5 3,562.9 912.88 3.000 9,757.6 7,503.0 1,047.76 3.000 23,584.1

2010-III ..... 3,961.7 1,172.29 3.000 13,932.8 3,592.8 915.61 3.000 9,868.7 7,554.5 1,050.22 3.000 23,801.5

2010-IV ..... 3,981.5 1,176.24 3.000 14,049.8 3,621.0 919.44 3.000 9,987.8 7,602.5 1,053.93 3.000 24,037.6

2011-I ........ 3,998.7 1,213.59 3.000 14,558.3 3,646.8 949.39 3.000 10,386.7 7,645.5 1,087.57 3.000 24,945.0

2011-II....... 4,018.2 1,214.76 3.000 14,643.5 3,675.1 951.32 3.000 10,488.5 7,693.3 1,088.92 3.000 25,132.0

2011-III ..... 4,039.0 1,217.71 3.000 14,754.9 3,704.3 954.26 3.000 10,604.5 7,743.3 1,091.68 3.000 25,359.4

2011-IV ..... 4,058.0 1,221.96 3.000 14,876.1 3,731.8 958.24 3.000 10,728.0 7,789.8 1,095.62 3.000 25,604.1

2012-I........ 4,072.8 1,260.71 3.000 15,404.1 3,755.7 989.36 3.000 11,147.2 7,828.5 1,130.53 3.000 26,551.3

2012-II....... 4,087.0 1,262.04 3.000 15,474.0 3,779.2 991.51 3.000 11,241.4 7,866.3 1,132.07 3.000 26,715.4

2012-III ..... 4,102.6 1,265.24 3.000 15,572.1 3,803.8 994.73 3.000 11,351.3 7,906.4 1,135.10 3.000 26,923.5

2012-IV ..... 4,116.3 1,269.69 3.000 15,679.4 3,826.8 998.99 3.000 11,468.7 7,943.1 1,139.28 3.000 27,148.1

2013-I........ 4,126.6 1,309.87 3.000 16,215.7 3,846.5 1,031.45 3.000 11,902.3 7,973.0 1,175.55 3.000 28,118.0

2013-II....... 4,137.3 1,311.24 3.000 16,275.1 3,866.8 1,033.74 3.000 11,991.9 8,004.2 1,177.18 3.000 28,267.0

2013-III ..... 4,149.5 1,314.62 3.000 16,365.1 3,888.3 1,037.19 3.000 12,098.8 8,037.8 1,180.41 3.000 28,463.9

2013-IV ..... 4,160.0 1,319.34 3.000 16,465.2 3,908.1 1,041.77 3.000 12,214.1 8,068.1 1,184.88 3.000 28,679.3

2014-I........ 4,168.4 1,361.25 3.000 17,022.6 3,926.0 1,075.77 3.000 12,670.3 8,094.3 1,222.79 3.000 29,692.9

2014-II....... 4,180.4 1,362.79 3.000 17,090.9 3,947.0 1,078.20 3.000 12,767.0 8,127.4 1,224.58 3.000 29,857.9

2014-III ..... 4,193.8 1,366.40 3.000 17,191.0 3,969.2 1,081.82 3.000 12,881.9 8,163.0 1,228.02 3.000 30,072.9

2014-IV ..... 4,205.4 1,371.36 3.000 17,301.3 3,989.7 1,086.59 3.000 13,005.6 8,195.1 1,232.73 3.000 30,306.9
Benefit Payments

182

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Young wives of disabled workers Young husbands of disabled workers 1 Young spouses of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 390.9 $107.68 11.247 $473.4 ... ... ... 2/ 390.9 $107.68 11.247 $473.4

1981 ........... 373.9 118.91 11.367 505.4 3/ $74.50 26.846 2/ 373.9 118.91 11.367 505.4

1982 ........... 320.9 126.72 11.567 470.4 3/ 7.00 ... 2/ 320.9 126.72 11.567 470.4

1983 ........... 281.6 124.72 11.366 399.2 3/ 37.60 207.447 2/ 281.6 124.72 11.367 399.3

1984 ........... 225.4 119.54 12.141 327.1 2.9 73.27 11.607 $2.5 228.3 118.95 12.137 329.6

1985 ........... 225.6 120.51 12.074 328.2 3.6 74.77 11.960 3.2 229.1 119.80 12.073 331.4

1986 ........... 224.4 120.20 12.082 326.0 4.2 74.74 12.004 3.8 228.6 119.37 12.081 329.7

1987 ........... 215.9 118.04 12.119 308.9 4.6 75.97 11.957 4.2 220.5 117.16 12.116 313.1

1988 ........... 208.3 120.25 12.081 302.6 4.9 77.86 11.989 4.6 213.2 119.27 12.080 307.2

1989 ........... 201.2 123.34 12.058 299.2 5.0 81.55 11.985 4.9 206.2 122.33 12.057 304.1

1990 ........... 197.6 127.00 12.041 302.1 5.0 86.05 12.042 5.2 202.6 125.98 12.041 307.3

1991 ........... 197.2 131.84 12.042 313.0 5.3 90.84 12.038 5.8 202.5 130.76 12.042 318.9

1992 ........... 202.0 133.88 12.035 325.4 5.8 95.47 11.976 6.7 207.8 132.80 12.034 332.1

1993 ........... 206.0 134.80 12.053 334.7 6.1 97.71 12.122 7.2 212.1 133.73 12.054 342.0

1994 ........... 207.9 136.15 12.029 340.5 6.3 101.09 12.027 7.6 214.2 135.12 12.029 348.2

1995 ........... 205.5 139.03 12.027 343.6 6.3 103.88 12.014 7.9 211.8 137.98 12.027 351.5

1996 ........... 170.7 141.29 12.266 295.8 3.9 103.15 12.785 5.2 174.6 140.43 12.274 300.9

1997 ........... 157.4 146.32 12.022 276.8 3.6 106.58 12.045 4.6 160.9 145.44 12.022 281.4

1998 ........... 143.6 149.95 11.959 257.6 3.2 111.58 11.735 4.2 146.8 149.12 11.955 261.8

1999 ........... 127.3 153.23 12.017 234.5 2.5 115.87 12.007 3.5 129.9 152.50 12.017 238.0

2000 ........... 116.8 158.26 11.958 221.0 2.3 120.49 11.830 3.3 119.1 157.54 11.956 224.3

2001 ........... 108.2 166.22 11.941 214.7 2.1 127.20 11.952 3.2 110.2 165.49 11.941 217.8

2002 ........... 101.7 172.24 11.959 209.4 2.0 132.14 11.950 3.2 103.7 171.46 11.959 212.6

2003 ........... 97.1 176.58 11.921 204.3 2.0 135.95 11.964 3.2 99.1 175.77 11.921 207.5

2004 ........... 93.3 181.83 11.895 201.8 1.9 143.68 11.764 3.3 95.2 181.05 11.893 205.1

2005-I......... 89.9 189.67 3.000 51.2 1.9 151.52 3.000 .9 91.8 188.89 3.000 52.0

2005-II ....... 89.3 190.97 3.000 51.1 1.9 155.80 3.000 .9 91.2 190.23 3.000 52.0

2005-III...... 88.7 192.08 3.000 51.1 1.9 156.13 3.000 .9 90.6 191.32 3.000 52.0

2005-IV...... 88.0 192.95 3.000 50.9 2.0 155.84 3.000 .9 90.0 192.14 3.000 51.9

2006-I......... 87.3 195.65 3.000 51.2 2.0 156.83 3.000 .9 89.3 194.80 3.000 52.2

2006-II ....... 86.7 194.23 3.000 50.5 2.0 155.66 3.000 .9 88.7 193.37 3.000 51.4

2006-III...... 86.1 195.38 3.000 50.5 2.0 156.13 3.000 .9 88.1 194.49 3.000 51.4

2006-IV...... 85.5 196.30 3.000 50.3 2.0 156.03 3.000 .9 87.5 195.38 3.000 51.3

2007-I......... 84.9 199.53 3.000 50.8 2.0 157.56 3.000 .9 86.9 198.56 3.000 51.7

2007-II ....... 84.4 198.17 3.000 50.2 2.0 156.61 3.000 .9 86.4 197.20 3.000 51.1

2007-III...... 84.0 199.43 3.000 50.3 2.0 157.32 3.000 1.0 86.0 198.44 3.000 51.2

2007-IV...... 83.5 200.47 3.000 50.2 2.0 157.42 3.000 1.0 85.6 199.45 3.000 51.2

2008-I......... 83.0 204.87 3.000 51.0 2.0 159.96 3.000 1.0 85.1 203.79 3.000 52.0

2008-II ....... 82.7 203.59 3.000 50.5 2.1 159.23 3.000 1.0 84.8 202.51 3.000 51.5

2008-III...... 82.4 205.00 3.000 50.7 2.1 160.16 3.000 1.0 84.5 203.91 3.000 51.7

2008-IV...... 82.1 206.19 3.000 50.8 2.1 160.50 3.000 1.0 84.2 205.07 3.000 51.8

2009-I......... 81.8 211.05 3.000 51.8 2.1 163.48 3.000 1.0 83.8 209.86 3.000 52.8

2009-II ....... 81.7 209.86 3.000 51.4 2.1 162.96 3.000 1.0 83.8 208.68 3.000 52.5

2009-III...... 81.6 211.45 3.000 51.8 2.1 164.14 3.000 1.0 83.7 210.25 3.000 52.8

2009-IV...... 81.5 212.79 3.000 52.0 2.1 164.70 3.000 1.1 83.6 211.57 3.000 53.1

2010-I......... 81.3 217.90 3.000 53.1 2.1 167.95 3.000 1.1 83.4 216.62 3.000 54.2

2010-II ....... 81.2 216.78 3.000 52.8 2.2 167.57 3.000 1.1 83.3 215.51 3.000 53.9

2010-III...... 81.1 218.53 3.000 53.2 2.2 168.93 3.000 1.1 83.3 217.25 3.000 54.3

2010-IV...... 81.0 220.05 3.000 53.4 2.2 169.64 3.000 1.1 83.1 218.73 3.000 54.5

2011-I......... 80.7 225.46 3.000 54.6 2.2 173.11 3.000 1.1 82.9 224.09 3.000 55.7

2011-II ....... 80.6 224.44 3.000 54.3 2.2 172.89 3.000 1.1 82.8 223.08 3.000 55.4

2011-III...... 80.6 226.39 3.000 54.7 2.2 174.46 3.000 1.2 82.8 225.01 3.000 55.9

2011-IV...... 80.4 228.08 3.000 55.0 2.2 175.36 3.000 1.2 82.6 226.67 3.000 56.2

2012-I......... 80.2 233.81 3.000 56.3 2.2 179.13 3.000 1.2 82.5 232.34 3.000 57.5

2012-II ....... 80.3 232.87 3.000 56.1 2.2 179.04 3.000 1.2 82.5 231.41 3.000 57.3

2012-III...... 80.3 234.98 3.000 56.6 2.2 180.81 3.000 1.2 82.5 233.51 3.000 57.8

2012-IV...... 80.2 236.81 3.000 57.0 2.2 181.85 3.000 1.2 82.5 235.31 3.000 58.2

2013-I......... 80.1 242.82 3.000 58.4 2.3 185.81 3.000 1.3 82.4 241.26 3.000 59.6

2013-II ....... 80.2 241.88 3.000 58.2 2.3 185.77 3.000 1.3 82.4 240.34 3.000 59.4

2013-III...... 80.2 244.12 3.000 58.8 2.3 187.66 3.000 1.3 82.5 242.56 3.000 60.0

2013-IV...... 80.2 246.05 3.000 59.2 2.3 188.79 3.000 1.3 82.5 244.47 3.000 60.5

2014-I......... 80.2 252.32 3.000 60.7 2.3 192.98 3.000 1.3 82.4 250.68 3.000 62.0

2014-II ....... 80.3 251.39 3.000 60.5 2.3 193.02 3.000 1.3 82.6 249.76 3.000 61.9

2014-III...... 80.4 253.74 3.000 61.2 2.3 195.03 3.000 1.4 82.7 252.11 3.000 62.6

2014-IV...... 80.5 255.78 3.000 61.7 2.3 196.26 3.000 1.4 82.8 254.11 3.000 63.1

1 This benefit was not paid until October 17, 1980. 2 Less than $50,000. 3 Fewer than 50.
DI Dollars

183

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Aged wives of disabled workers Aged husbands of disabled workers Aged spouses of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 74.5 $125.45 11.267 $105.3 2.2 $93.92 11.303 $2.3 76.7 $124.56 11.268 $107.6

1981........... 74.3 138.43 11.416 117.4 2.1 101.23 11.329 2.4 76.4 137.41 11.414 119.8

1982........... 76.6 147.81 11.254 127.5 1.9 105.40 11.374 2.3 78.6 146.76 11.256 129.8

1983........... 73.8 146.38 12.017 129.8 1.8 101.38 11.811 2.1 75.6 145.32 12.014 131.9

1984........... 74.8 152.02 12.012 136.6 1.6 99.02 12.085 2.0 76.4 150.89 12.013 138.5

1985........... 73.9 158.29 12.006 140.5 1.6 99.57 12.049 1.9 75.5 157.07 12.007 142.4

1986........... 73.9 163.96 12.015 145.6 1.5 101.65 12.051 1.8 75.4 162.73 12.015 147.5

1987........... 73.6 166.85 11.973 147.1 1.4 102.06 12.106 1.8 75.1 165.62 11.974 148.9

1988........... 71.9 174.86 11.997 150.8 1.4 104.56 11.973 1.8 73.3 173.48 11.996 152.6

1989........... 68.5 183.40 12.038 151.3 1.4 106.63 11.949 1.8 69.9 181.86 12.037 153.1

1990........... 65.5 193.88 11.995 152.4 1.4 111.66 12.088 1.8 66.9 192.21 11.996 154.2

1991........... 62.2 204.80 12.002 152.9 1.3 122.02 12.039 1.9 63.5 203.08 12.003 154.9

1992........... 60.3 214.00 12.004 154.9 1.4 129.78 11.857 2.1 61.7 212.10 12.002 157.1

1993........... 58.7 221.70 12.016 156.3 1.5 134.82 11.984 2.3 60.1 219.60 12.016 158.6

1994........... 57.1 228.37 12.027 156.8 1.5 140.12 11.943 2.6 58.6 226.06 12.026 159.4

1995........... 55.1 238.24 12.017 157.8 1.5 147.42 12.078 2.8 56.7 235.76 12.018 160.5

1996........... 52.7 247.39 12.037 156.9 1.6 157.86 11.833 3.1 54.3 244.68 12.033 159.9

1997........... 51.3 254.04 12.009 156.6 1.7 162.09 11.997 3.3 53.0 251.13 12.009 159.8

1998........... 51.1 257.68 11.994 158.0 1.7 169.45 11.949 3.4 52.8 254.85 11.993 161.4

1999........... 50.5 259.11 12.004 157.0 1.8 171.47 12.058 3.6 52.2 256.15 12.005 160.6

2000........... 49.9 265.06 11.957 158.2 1.9 179.37 11.959 4.0 51.8 261.99 11.957 162.2

2001........... 48.9 274.27 12.006 161.1 1.9 189.72 12.000 4.4 50.9 271.05 12.006 165.5

2002........... 48.6 283.17 11.982 164.9 2.1 198.40 11.766 4.9 50.7 279.67 11.975 169.8

2003........... 51.6 288.82 11.896 177.3 2.3 200.28 11.910 5.4 53.9 285.10 11.896 182.7

2004........... 55.8 296.62 11.786 194.9 2.5 208.40 11.870 6.2 58.3 292.81 11.789 201.2

2005-I........ 58.7 301.07 3.000 53.0 2.6 210.79 3.000 1.7 61.3 297.19 3.000 54.7

2005-II....... 60.3 300.46 3.000 54.4 2.7 208.66 3.000 1.7 63.0 296.55 3.000 56.1

2005-III ..... 61.8 299.41 3.000 55.5 2.7 209.10 3.000 1.7 64.5 295.59 3.000 57.2

2005-IV ..... 63.0 298.64 3.000 56.5 2.8 208.68 3.000 1.7 65.8 294.84 3.000 58.2

2006-I........ 64.2 304.49 3.000 58.6 2.8 212.58 3.000 1.8 67.0 300.62 3.000 60.4

2006-II....... 65.7 304.20 3.000 60.0 2.9 212.47 3.000 1.8 68.6 300.34 3.000 61.8

2006-III ..... 67.2 303.61 3.000 61.2 3.0 212.91 3.000 1.9 70.1 299.79 3.000 63.1

2006-IV ..... 68.3 303.24 3.000 62.2 3.0 212.54 3.000 1.9 71.3 299.42 3.000 64.1

2007-I........ 69.5 310.17 3.000 64.6 3.1 217.10 3.000 2.0 72.5 306.24 3.000 66.6

2007-II....... 71.1 310.28 3.000 66.2 3.1 217.18 3.000 2.1 74.3 306.34 3.000 68.3

2007-III ..... 72.7 310.06 3.000 67.6 3.2 217.80 3.000 2.1 75.9 306.14 3.000 69.7

2007-IV ..... 74.0 310.04 3.000 68.8 3.3 217.62 3.000 2.2 77.3 306.10 3.000 71.0

2008-I........ 75.2 319.04 3.000 72.0 3.4 223.58 3.000 2.3 78.6 314.95 3.000 74.3

2008-II....... 77.2 319.55 3.000 74.0 3.5 223.86 3.000 2.3 80.7 315.43 3.000 76.4

2008-III ..... 79.1 319.70 3.000 75.8 3.6 224.71 3.000 2.4 82.6 315.60 3.000 78.2

2008-IV ..... 80.6 320.03 3.000 77.4 3.7 224.73 3.000 2.5 84.3 315.89 3.000 79.8

2009-I........ 82.1 329.98 3.000 81.3 3.7 231.34 3.000 2.6 85.9 325.68 3.000 83.9

2009-II....... 84.5 330.82 3.000 83.9 3.9 231.85 3.000 2.7 88.4 326.48 3.000 86.6

2009-III ..... 86.7 331.23 3.000 86.2 4.0 232.92 3.000 2.8 90.7 326.90 3.000 88.9

2009-IV ..... 88.5 331.77 3.000 88.1 4.1 233.15 3.000 2.9 92.6 327.41 3.000 91.0

2010-I........ 90.0 342.23 3.000 92.4 4.2 240.17 3.000 3.0 94.2 337.69 3.000 95.5

2010-II....... 91.8 343.22 3.000 94.5 4.3 240.81 3.000 3.1 96.1 338.64 3.000 97.6

2010-III ..... 93.5 343.82 3.000 96.4 4.4 242.06 3.000 3.2 97.8 339.26 3.000 99.6

2010-IV ..... 94.8 344.60 3.000 98.0 4.5 242.39 3.000 3.3 99.3 339.99 3.000 101.2

2011-I ........ 95.8 355.70 3.000 102.2 4.5 249.76 3.000 3.4 100.3 350.90 3.000 105.6

2011-II....... 97.0 356.93 3.000 103.9 4.6 250.51 3.000 3.5 101.6 352.09 3.000 107.3

2011-III ..... 98.1 357.74 3.000 105.3 4.7 251.90 3.000 3.6 102.8 352.90 3.000 108.9

2011-IV ..... 99.0 358.71 3.000 106.5 4.8 252.33 3.000 3.6 103.8 353.82 3.000 110.1

2012-I........ 99.6 370.40 3.000 110.7 4.8 260.11 3.000 3.8 104.5 365.31 3.000 114.5

2012-II....... 100.7 371.81 3.000 112.3 4.9 261.00 3.000 3.8 105.6 366.67 3.000 116.2

2012-III ..... 101.7 372.71 3.000 113.7 5.0 262.53 3.000 3.9 106.6 367.58 3.000 117.6

2012-IV ..... 102.4 373.72 3.000 114.8 5.0 263.04 3.000 4.0 107.4 368.56 3.000 118.8

2013-I........ 102.9 385.87 3.000 119.1 5.1 271.18 3.000 4.1 108.0 380.50 3.000 123.2

2013-II....... 103.8 387.29 3.000 120.6 5.1 272.14 3.000 4.2 109.0 381.88 3.000 124.8

2013-III ..... 104.7 388.18 3.000 121.9 5.2 273.73 3.000 4.3 109.9 382.78 3.000 126.2

2013-IV ..... 105.3 389.20 3.000 122.9 5.2 274.27 3.000 4.3 110.5 383.75 3.000 127.2

2014-I........ 105.7 401.80 3.000 127.4 5.3 282.76 3.000 4.5 111.0 396.14 3.000 131.9

2014-II....... 106.5 403.24 3.000 128.9 5.3 283.75 3.000 4.5 111.9 397.54 3.000 133.4

2014-III ..... 107.3 404.13 3.000 130.1 5.4 285.42 3.000 4.6 112.7 398.45 3.000 134.7

2014-IV ..... 107.8 405.14 3.000 131.0 5.4 285.96 3.000 4.7 113.3 399.42 3.000 135.7
Benefit Payments

184

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Total wives of disabled workers Total husbands of disabled workers Total spouses of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 465.4 $110.52 11.251 $578.7 2.2 $93.92 11.303 $2.3 467.6 $110.45 11.251 $581.0

1981 ........... 448.2 122.15 11.376 622.8 2.1 101.21 11.340 2.4 450.3 122.05 11.376 625.2

1982 ........... 397.5 130.79 11.499 597.9 1.9 105.35 11.374 2.3 399.5 130.66 11.498 600.2

1983 ........... 355.4 129.22 11.519 529.0 1.8 101.20 12.014 2.2 357.2 129.08 11.521 531.2

1984 ........... 300.2 127.63 12.103 463.7 4.6 82.50 11.813 4.5 304.7 126.96 12.100 468.1

1985 ........... 299.5 129.84 12.053 468.6 5.1 82.34 11.993 5.1 304.6 129.04 12.053 473.7

1986 ........... 298.4 131.04 12.061 471.6 5.7 81.81 12.019 5.6 304.0 130.12 12.061 477.2

1987 ........... 289.6 130.45 12.071 456.0 6.0 82.17 12.001 5.9 295.6 129.47 12.070 462.0

1988 ........... 280.2 134.26 12.053 453.4 6.4 83.91 11.985 6.4 286.6 133.15 12.052 459.8

1989 ........... 269.7 138.60 12.051 450.5 6.4 87.07 11.975 6.7 276.1 137.41 12.050 457.2

1990 ........... 263.1 143.66 12.025 454.5 6.4 91.50 12.054 7.0 269.5 142.42 12.026 461.5

1991 ........... 259.4 149.34 12.029 466.0 6.6 97.03 12.038 7.8 266.0 148.04 12.029 473.8

1992 ........... 262.3 152.31 12.025 480.3 7.2 102.08 11.947 8.8 269.5 150.96 12.024 489.2

1993 ........... 264.7 154.06 12.041 491.0 7.6 104.84 12.088 9.6 272.2 152.69 12.042 500.6

1994 ........... 265.0 156.02 12.029 497.3 7.8 108.77 12.006 10.2 272.8 154.66 12.028 507.5

1995 ........... 260.6 160.01 12.024 501.4 7.9 112.43 12.031 10.6 268.5 158.62 12.024 512.0

1996 ........... 223.3 166.32 12.185 452.6 5.6 119.30 12.414 8.3 228.9 165.17 12.189 460.9

1997 ........... 208.7 172.81 12.017 433.4 5.3 124.33 12.025 7.9 213.9 171.62 12.018 441.2

1998 ........... 194.8 178.22 11.972 415.6 4.9 131.65 11.830 7.6 199.7 177.08 11.969 423.2

1999 ........... 177.8 183.28 12.012 391.4 4.3 138.61 12.032 7.2 182.1 182.22 12.012 398.6

2000 ........... 166.7 190.24 11.958 379.2 4.1 146.86 11.901 7.2 170.8 189.19 11.957 386.4

2001 ........... 157.1 199.87 11.969 375.7 4.0 157.41 11.980 7.6 161.1 198.81 11.969 383.3

2002 ........... 150.3 208.12 11.969 374.3 4.1 165.83 11.838 8.1 154.4 206.99 11.966 382.3

2003 ........... 148.7 215.53 11.909 381.6 4.3 170.20 11.930 8.6 152.9 214.27 11.910 390.2

2004 ........... 149.1 224.77 11.841 396.7 4.5 180.15 11.833 9.5 153.5 223.47 11.841 406.3

2005-I......... 148.6 233.67 3.000 104.2 4.5 185.95 3.000 2.5 153.2 232.26 3.000 106.7

2005-II ....... 149.6 235.11 3.000 105.5 4.6 186.62 3.000 2.6 154.2 233.67 3.000 108.1

2005-III...... 150.5 236.16 3.000 106.6 4.7 187.16 3.000 2.6 155.1 234.69 3.000 109.2

2005-IV...... 151.1 237.05 3.000 107.4 4.7 186.89 3.000 2.7 155.8 235.53 3.000 110.1

2006-I......... 151.5 241.76 3.000 109.9 4.8 189.73 3.000 2.7 156.2 240.17 3.000 112.6

2006-II ....... 152.4 241.65 3.000 110.5 4.9 189.42 3.000 2.8 157.3 240.03 3.000 113.3

2006-III...... 153.3 242.80 3.000 111.6 4.9 190.08 3.000 2.8 158.2 241.15 3.000 114.5

2006-IV...... 153.8 243.81 3.000 112.5 5.0 190.00 3.000 2.9 158.8 242.12 3.000 115.4

2007-I......... 154.3 249.33 3.000 115.4 5.1 193.55 3.000 2.9 159.4 247.56 3.000 118.4

2007-II ....... 155.6 249.44 3.000 116.4 5.2 193.54 3.000 3.0 160.7 247.65 3.000 119.4

2007-III...... 156.7 250.76 3.000 117.9 5.3 194.46 3.000 3.1 161.9 248.93 3.000 120.9

2007-IV...... 157.5 251.94 3.000 119.0 5.3 194.63 3.000 3.1 162.8 250.06 3.000 122.1

2008-I......... 158.3 259.15 3.000 123.0 5.4 199.55 3.000 3.2 163.7 257.18 3.000 126.3

2008-II ....... 160.0 259.58 3.000 124.6 5.5 199.82 3.000 3.3 165.5 257.58 3.000 127.9

2008-III...... 161.5 261.16 3.000 126.5 5.6 201.03 3.000 3.4 167.1 259.13 3.000 129.9

2008-IV...... 162.7 262.59 3.000 128.2 5.7 201.46 3.000 3.5 168.4 260.51 3.000 131.6

2009-I......... 163.9 270.65 3.000 133.1 5.8 207.06 3.000 3.6 169.7 268.47 3.000 136.7

2009-II ....... 166.2 271.37 3.000 135.3 6.0 207.59 3.000 3.7 172.2 269.15 3.000 139.0

2009-III...... 168.3 273.14 3.000 137.9 6.1 209.08 3.000 3.8 174.4 270.90 3.000 141.8

2009-IV...... 170.0 274.74 3.000 140.1 6.2 209.73 3.000 3.9 176.3 272.44 3.000 144.1

2010-I......... 171.3 283.24 3.000 145.6 6.3 215.75 3.000 4.1 177.7 280.83 3.000 149.7

2010-II ....... 173.0 283.88 3.000 147.3 6.4 216.34 3.000 4.2 179.5 281.45 3.000 151.5

2010-III...... 174.6 285.61 3.000 149.6 6.6 217.90 3.000 4.3 181.1 283.16 3.000 153.9

2010-IV...... 175.7 287.23 3.000 151.4 6.7 218.60 3.000 4.4 182.4 284.72 3.000 155.8

2011-I......... 176.5 296.13 3.000 156.8 6.7 224.92 3.000 4.5 183.2 293.52 3.000 161.3

2011-II ....... 177.6 296.79 3.000 158.2 6.8 225.58 3.000 4.6 184.5 294.15 3.000 162.8

2011-III...... 178.7 298.52 3.000 160.0 6.9 227.22 3.000 4.7 185.6 295.87 3.000 164.7

2011-IV...... 179.4 300.15 3.000 161.6 7.0 227.97 3.000 4.8 186.4 297.45 3.000 166.3

2012-I......... 179.9 309.47 3.000 167.0 7.0 234.59 3.000 4.9 186.9 306.65 3.000 172.0

2012-II ....... 181.0 310.18 3.000 168.4 7.1 235.35 3.000 5.0 188.1 307.35 3.000 173.4

2012-III...... 182.0 311.94 3.000 170.3 7.2 237.13 3.000 5.1 189.2 309.09 3.000 175.4

2012-IV...... 182.6 313.57 3.000 171.8 7.3 237.96 3.000 5.2 189.9 310.68 3.000 177.0

2013-I......... 183.0 323.24 3.000 177.5 7.3 244.93 3.000 5.4 190.3 320.24 3.000 182.9

2013-II ....... 184.0 323.93 3.000 178.8 7.4 245.71 3.000 5.4 191.4 320.91 3.000 184.3

2013-III...... 184.9 325.67 3.000 180.7 7.5 247.48 3.000 5.5 192.4 322.64 3.000 186.2

2013-IV...... 185.5 327.29 3.000 182.1 7.5 248.33 3.000 5.6 193.0 324.22 3.000 187.7

2014-I......... 185.8 337.33 3.000 188.1 7.6 255.62 3.000 5.8 193.4 334.14 3.000 193.9

2014-II ....... 186.8 337.98 3.000 189.4 7.6 256.44 3.000 5.9 194.4 334.78 3.000 195.3

2014-III...... 187.7 339.70 3.000 191.3 7.7 258.31 3.000 6.0 195.4 336.50 3.000 197.3

2014-IV...... 188.3 341.31 3.000 192.8 7.7 259.14 3.000 6.0 196.0 338.06 3.000 198.8
185

DI Dollars

Sources: 

• Number and average benefit in current-payment status at midpoint of period computed from corresponding figures shown earlier for number and average benefit in current-payment status at end of period.

• Historical rate computed by dividing amount during period by product of number and average benefit in current-payment status at midpoint of period. Future rates projected based

on historical trend.

• Historical amount from 1-A Table Current-Payment Supplement; future amounts computed by applying rate to number and average benefit in current-payment status at midpoint

of period.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Minor children of disabled workers Disabled children of disabled workers Student children of disabled workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 1,213.3 $104.28 11.214 $1,418.9 32.4 $135.50 11.246 $49.4 157.4 $150.05 11.175 $264.0

1981........... 1,149.7 116.29 11.317 1,513.1 33.0 151.38 11.372 56.8 167.3 169.08 10.880 307.8

1982........... 984.1 125.36 11.529 1,422.4 31.7 164.40 11.439 59.7 55.3 168.42 20.962 195.1

1983........... 877.3 125.11 11.985 1,315.5 29.8 165.18 12.015 59.1 37.0 176.71 16.593 108.4

1984........... 851.0 132.30 12.074 1,359.4 30.6 172.31 12.014 63.3 35.6 188.10 11.591 77.6

1985........... 877.5 135.30 11.985 1,423.0 32.2 177.91 11.976 68.6 30.6 197.68 9.789 59.2

1986........... 906.9 137.06 11.983 1,489.5 33.9 183.39 11.983 74.5 31.9 204.78 9.116 59.6

1987........... 916.2 137.11 12.006 1,508.3 35.1 187.02 11.981 78.6 32.3 209.98 9.324 63.2

1988........... 913.5 141.30 12.017 1,551.2 35.7 195.94 11.998 83.9 34.3 221.78 9.062 68.9

1989........... 901.4 145.38 12.033 1,576.8 35.9 206.53 12.016 89.0 34.7 236.90 8.927 73.3

1990........... 916.0 150.32 12.009 1,653.6 36.5 218.72 11.993 95.9 35.4 242.20 9.297 79.8

1991........... 955.7 157.18 11.997 1,802.2 37.8 231.54 11.989 105.1 34.2 251.73 9.540 82.0

1992........... 1,037.4 160.72 11.973 1,996.1 40.1 240.28 11.974 115.5 34.4 258.46 9.905 88.0

1993........... 1,132.4 163.47 12.001 2,221.4 43.8 246.27 11.966 129.1 39.6 262.25 9.516 98.8

1994........... 1,230.4 166.61 11.979 2,455.6 46.9 253.17 11.994 142.3 41.3 267.58 9.455 104.5

1995........... 1,303.6 171.91 11.999 2,688.9 49.4 261.81 12.014 155.4 43.2 275.88 9.612 114.4

1996........... 1,362.8 181.19 11.918 2,942.8 51.7 272.38 11.981 168.6 40.8 288.75 10.748 126.8

1997........... 1,356.8 189.43 12.009 3,086.5 52.4 284.06 12.019 178.9 41.0 301.56 10.343 127.8

1998........... 1,357.9 196.50 12.003 3,202.7 53.5 294.44 12.009 189.2 41.8 310.16 10.145 131.7

1999........... 1,368.9 202.74 11.998 3,329.9 54.9 301.26 12.042 199.2 43.7 313.98 10.138 139.1

2000........... 1,377.1 210.68 12.008 3,483.8 56.0 312.64 12.024 210.6 42.6 322.79 10.578 145.6

2001........... 1,381.9 222.15 11.988 3,680.0 57.5 327.48 11.971 225.6 40.6 342.29 10.833 150.4

2002........... 1,404.5 232.08 11.974 3,902.8 58.4 342.73 12.001 240.0 41.8 348.60 11.475 167.2

2003........... 1,448.3 238.59 11.959 4,132.5 61.2 350.86 11.960 256.8 45.4 356.81 11.603 187.9

2004........... 1,483.5 247.20 11.942 4,379.2 64.2 362.36 11.923 277.2 46.5 368.53 11.754 201.3

2005-I........ 1,489.1 255.63 3.000 1,142.0 64.9 373.08 3.000 72.7 51.8 369.72 3.050 58.5

2005-II....... 1,494.6 253.81 3.000 1,138.0 65.5 367.24 3.000 72.1 56.9 373.04 3.350 71.2

2005-III ..... 1,499.9 254.73 3.000 1,146.2 66.0 367.99 3.000 72.9 37.6 368.80 2.100 29.1

2005-IV ..... 1,503.6 255.24 3.000 1,151.3 66.5 367.82 3.000 73.4 30.6 361.19 3.100 34.2

2006-I........ 1,504.9 259.50 3.000 1,171.6 66.9 373.64 3.000 75.0 50.3 368.11 3.050 56.4

2006-II....... 1,507.3 259.30 3.000 1,172.5 67.4 373.87 3.000 75.6 58.1 368.74 3.350 71.8

2006-III ..... 1,509.6 260.27 3.000 1,178.7 67.9 374.71 3.000 76.3 38.4 371.53 2.100 30.0

2006-IV ..... 1,510.5 260.86 3.000 1,182.1 68.3 374.65 3.000 76.7 31.3 368.64 3.100 35.7

2007-I........ 1,510.3 265.82 3.000 1,204.4 68.7 381.46 3.000 78.6 51.5 377.90 3.050 59.3

2007-II....... 1,513.4 265.68 3.000 1,206.3 69.1 381.80 3.000 79.2 59.7 379.32 3.350 75.9

2007-III ..... 1,516.5 266.74 3.000 1,213.5 69.6 382.78 3.000 79.9 39.5 382.86 2.100 31.8

2007-IV ..... 1,518.0 267.43 3.000 1,217.9 70.0 382.86 3.000 80.4 32.2 380.49 3.100 37.9

2008-I........ 1,518.4 273.92 3.000 1,247.7 70.4 391.84 3.000 82.8 53.2 392.35 3.050 63.7

2008-II....... 1,522.0 273.88 3.000 1,250.6 71.0 392.31 3.000 83.5 62.3 394.27 3.350 82.2

2008-III ..... 1,525.6 275.09 3.000 1,259.0 71.5 393.45 3.000 84.4 41.4 398.40 2.100 34.6

2008-IV ..... 1,527.7 275.91 3.000 1,264.5 72.0 393.66 3.000 85.0 33.8 396.41 3.100 41.6

2009-I........ 1,529.4 283.00 3.000 1,298.4 72.4 403.43 3.000 87.6 56.1 409.36 3.050 70.1

2009-II....... 1,536.2 283.05 3.000 1,304.4 73.0 404.04 3.000 88.5 66.1 411.37 3.350 91.1

2009-III ..... 1,542.7 284.38 3.000 1,316.1 73.6 405.33 3.000 89.5 44.1 415.51 2.100 38.5

2009-IV ..... 1,547.5 285.31 3.000 1,324.5 74.2 405.65 3.000 90.3 36.1 413.19 3.100 46.2

2010-I........ 1,550.1 292.73 3.000 1,361.3 74.7 415.85 3.000 93.2 59.2 426.44 3.050 77.0

2010-II....... 1,554.7 292.91 3.000 1,366.2 75.3 416.67 3.000 94.1 68.7 428.49 3.350 98.5

2010-III ..... 1,559.1 294.44 3.000 1,377.2 75.9 418.20 3.000 95.2 45.3 433.38 2.100 41.2

2010-IV ..... 1,561.9 295.55 3.000 1,384.9 76.4 418.74 3.000 95.9 36.6 431.80 3.100 48.9

2011-I ........ 1,562.9 303.40 3.000 1,422.6 76.8 429.48 3.000 99.0 59.6 446.23 3.050 81.2

2011-II....... 1,566.5 303.75 3.000 1,427.4 77.4 430.55 3.000 99.9 68.8 448.56 3.350 103.4

2011-III ..... 1,569.9 305.48 3.000 1,438.7 77.9 432.34 3.000 101.0 45.2 453.85 2.100 43.1

2011-IV ..... 1,571.8 306.77 3.000 1,446.5 78.3 433.10 3.000 101.8 36.3 452.29 3.100 50.9

2012-I........ 1,572.6 315.04 3.000 1,486.3 78.8 444.39 3.000 105.0 59.4 467.45 3.050 84.7

2012-II....... 1,577.1 315.51 3.000 1,492.8 79.3 445.65 3.000 106.0 69.1 469.77 3.350 108.8

2012-III ..... 1,581.5 317.38 3.000 1,505.8 79.8 447.63 3.000 107.2 45.6 474.79 2.100 45.5

2012-IV ..... 1,584.3 318.78 3.000 1,515.1 80.3 448.52 3.000 108.1 36.8 472.45 3.100 53.9

2013-I........ 1,585.5 327.42 3.000 1,557.4 80.7 460.31 3.000 111.5 60.2 487.77 3.050 89.6

2013-II....... 1,589.9 327.94 3.000 1,564.1 81.3 461.70 3.000 112.6 70.2 489.90 3.350 115.3

2013-III ..... 1,594.0 329.92 3.000 1,577.7 81.9 463.84 3.000 113.9 46.3 494.86 2.100 48.2

2013-IV ..... 1,596.6 331.41 3.000 1,587.4 82.3 464.84 3.000 114.8 37.3 492.18 3.100 56.9

2014-I........ 1,597.9 340.41 3.000 1,631.9 82.8 477.12 3.000 118.5 61.1 508.04 3.050 94.6

2014-II....... 1,603.0 340.97 3.000 1,639.8 83.3 478.63 3.000 119.6 71.3 510.17 3.350 121.9

2014-III ..... 1,607.9 343.06 3.000 1,654.8 83.9 480.91 3.000 121.0 47.1 515.22 2.100 50.9

2014-IV ..... 1,611.1 344.61 3.000 1,665.6 84.4 482.00 3.000 122.0 37.8 512.32 3.100 60.1
Benefit Payments

186

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar period

Total children of disabled workers

In current-payment status

at midpoint of period

Total current-payment benefits

during period

Number

Average

benefit Rate Amount

1980.............................. 1,403.2 $110.14 11.209 $1,732.3

1981.............................. 1,350.0 123.69 11.244 1,877.6

1982.............................. 1,071.1 128.74 12.163 1,677.1

1983.............................. 944.1 128.39 12.235 1,483.0

1984.............................. 917.2 135.80 12.046 1,500.3

1985.............................. 940.3 138.79 11.883 1,550.8

1986.............................. 972.7 140.90 11.847 1,623.6

1987.............................. 983.6 141.28 11.874 1,650.0

1988.............................. 983.5 146.09 11.860 1,704.0

1989.............................. 971.9 150.90 11.858 1,739.2

1990.............................. 988.0 156.15 11.857 1,829.2

1991.............................. 1,027.7 163.06 11.870 1,989.2

1992.............................. 1,111.9 166.61 11.874 2,199.6

1993.............................. 1,215.8 169.67 11.874 2,449.4

1994.............................. 1,318.6 172.85 11.857 2,702.4

1995.............................. 1,396.1 178.31 11.886 2,958.8

1996.............................. 1,455.3 187.45 11.870 3,238.1

1997.............................. 1,450.2 196.02 11.937 3,393.3

1998.............................. 1,453.3 203.38 11.921 3,523.6

1999.............................. 1,467.5 209.74 11.918 3,668.2

2000.............................. 1,475.8 217.79 11.947 3,840.0

2001.............................. 1,480.0 229.54 11.940 4,056.0

2002.............................. 1,504.6 239.61 11.955 4,310.0

2003.............................. 1,554.9 246.46 11.944 4,577.2

2004.............................. 1,594.1 255.37 11.933 4,857.7

2005-I ........................... 1,605.9 264.08 3.002 1,273.1

2005-II.......................... 1,617.0 262.60 3.017 1,281.3

2005-III......................... 1,603.5 262.10 2.970 1,248.2

2005-IV ........................ 1,600.7 261.95 3.003 1,259.0

2006-I ........................... 1,622.0 267.57 3.002 1,303.0

2006-II.......................... 1,632.8 267.91 3.017 1,319.9

2006-III......................... 1,615.9 267.74 2.970 1,285.0

2006-IV ........................ 1,610.1 267.79 3.003 1,294.6

2007-I ........................... 1,630.5 274.22 3.002 1,342.3

2007-II.......................... 1,642.3 274.68 3.018 1,361.3

2007-III......................... 1,625.6 274.55 2.969 1,325.2

2007-IV ........................ 1,620.2 274.67 3.003 1,336.2

2008-I ........................... 1,642.0 282.81 3.002 1,394.2

2008-II.......................... 1,655.3 283.46 3.019 1,416.3

2008-III......................... 1,638.5 283.38 2.968 1,378.1

2008-IV ........................ 1,633.4 283.60 3.003 1,391.0

2009-I ........................... 1,657.9 292.53 3.002 1,456.2

2009-II.......................... 1,675.3 293.36 3.020 1,484.0

2009-III......................... 1,660.4 293.24 2.966 1,444.1

2009-IV ........................ 1,657.7 293.48 3.003 1,461.0

2010-I ........................... 1,684.0 302.88 3.003 1,531.5

2010-II.......................... 1,698.6 303.85 3.020 1,558.8

2010-III......................... 1,680.2 303.78 2.965 1,513.5

2010-IV ........................ 1,674.8 304.15 3.003 1,529.7

2011-I ........................... 1,699.4 314.10 3.003 1,602.7

2011-II .......................... 1,712.7 315.27 3.020 1,630.8

2011-III......................... 1,693.0 315.29 2.965 1,582.8

2011-IV......................... 1,686.4 315.78 3.003 1,599.3

2012-I ........................... 1,710.7 326.28 3.003 1,676.0

2012-II.......................... 1,725.6 327.64 3.020 1,707.6

2012-III......................... 1,707.0 327.70 2.965 1,658.5

2012-IV ........................ 1,701.4 328.24 3.003 1,677.1

2013-I ........................... 1,726.5 339.21 3.003 1,758.5

2013-II.......................... 1,741.4 340.69 3.021 1,792.0

2013-III......................... 1,722.2 340.75 2.965 1,739.8

2013-IV ........................ 1,716.2 341.31 3.003 1,759.1

2014-I ........................... 1,741.8 352.76 3.003 1,844.9

2014-II.......................... 1,757.7 354.33 3.021 1,881.3

2014-III......................... 1,738.9 354.39 2.964 1,826.8

2014-IV ........................ 1,733.3 354.97 3.003 1,847.7
DI Dollars

187

Sources: 

• Number and average benefit shown earlier.

• Historical average number of months of retroactivity based on SSA administrative records. Future months of retroactivity projected based on historical trend.

• Benefit increase factor computed as 1 divided by sum of (a) 1, and (b) general benefit increase occurring in that period times number of months for which that increase did not

apply divided by 12 (for years) or 3 (for quarters).

• Factor for all other components computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit times average number of

months of retroactivity times benefit increase factor.

• Historical total non-current-payment benefits computed by subtracting current-payment benefits for disabled workers, spouses, and children (shown earlier) from total benefits

from Treasury Statement of Account. Historical non-current-payment benefits for disabled workers, spouses, and children prepared by Office of the Chief Actuary. Future non-current-payment benefits for disabled workers computed as number of awards times average benefit times average number of months of retroactivity times benefit increase factor

times factor for all other components. 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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Numbers in thousands, amounts in millions]

Year

Disabled workers

Spouses of

disabled workers

Children of

disabled workers

Total

amount

Awards during year

Average

number of

months of

retroactivity

Benefit

increase

factor

Factor for

all other

components

Noncurrentpayment

benefits

Ratio to

amount for

disabled

worker

(percent)

Noncurrentpayment

benefits

Ratio to

amount for

disabled

worker

(percent)

Noncurrentpayment

Number benefits

Average

benefit

1980........... 420.3 $398.85 6.472 0.948 0.889 $914.0 6.25 $57.1 27.42 $250.6 $1,221.7

1981........... 381.0 429.12 7.264 .959 .926 1,054.5 5.61 59.2 24.52 258.5 1,372.2

1982........... 336.1 443.74 7.535 .972 .896 978.8 5.33 52.2 20.21 197.8 1,228.8

1983........... 428.5 446.46 7.708 1.000 1.048 1,545.2 4.88 75.4 15.85 244.9 1,865.5

1984........... 410.0 458.44 8.335 .977 1.014 1,552.1 4.38 68.0 15.52 240.9 1,861.0

1985........... 416.1 473.65 8.497 .977 1.027 1,678.9 4.23 71.0 15.35 257.7 2,007.6

1986........... 424.9 478.30 9.054 .978 1.019 1,833.0 3.84 70.3 14.55 266.6 2,170.0

1987........... 420.3 508.04 9.178 .990 1.002 1,944.0 3.59 69.7 14.22 276.4 2,290.1

1988........... 415.3 538.08 9.191 .970 1.027 2,045.4 3.38 69.1 14.40 294.5 2,409.0

1989........... 430.7 565.49 9.442 .970 .964 2,151.2 3.07 66.0 13.79 296.6 2,513.8

1990........... 472.1 597.61 9.481 .970 .952 2,470.4 2.80 69.1 13.36 330.0 2,869.4

1991........... 540.8 614.80 9.834 .970 .941 2,982.9 2.55 76.0 12.91 385.0 3,443.9

1992........... 642.1 619.96 10.275 .970 .913 3,623.4 2.30 83.3 12.79 463.4 4,170.1

1993........... 637.4 638.37 10.477 .970 .970 4,012.4 1.79 71.9 16.53 663.1 4,747.4

1994........... 631.9 666.19 10.706 .970 .957 4,185.0 1.70 71.0 17.33 725.3 4,981.3

1995........... 645.6 693.79 10.775 .970 .922 4,318.2 1.51 65.3 17.41 752.0 5,135.4

1996........... 624.3 714.40 10.881 .970 .975 4,590.0 1.18 54.0 17.34 795.7 5,439.7

1997........... 587.7 734.09 10.507 .970 .835 3,672.5 1.02 37.4 19.19 704.6 4,414.5

1998........... 608.4 747.42 10.436 .970 .799 3,678.6 .92 33.8 19.73 725.9 4,438.3

1999........... 620.6 783.47 9.986 .970 .927 4,366.0 .78 34.2 17.67 771.3 5,171.5

2000........... 621.3 835.44 9.684 .970 1.010 4,923.5 .70 34.5 16.85 829.8 5,787.8

2001........... 690.5 868.97 10.178 .970 .949 5,622.0 .58 32.3 15.32 861.3 6,515.6

2002........... 750.0 897.99 10.569 .970 1.013 6,994.4 .58 40.5 14.68 1,026.5 8,061.4

2003........... 777.5 936.45 10.922 .970 .956 7,371.6 .55 40.6 14.74 1,086.4 8,498.6

2004........... 795.8 968.04 11.444 .970 1.058 9,043.4 .53 48.3 13.32 1,204.6 10,296.4

2005........... 788.2 985.98 11.879 .975 .972 8,746.8 .60 52.5 16.40 1,434.5 10,233.7

2006........... 778.1 1,011.16 11.757 .974 .973 8,767.4 .60 52.6 16.40 1,437.8 10,257.8

2007........... 787.5 1,047.94 11.888 .969 .973 9,245.5 .60 55.5 16.40 1,516.3 10,817.2

2008........... 817.6 1,091.99 11.702 .967 .973 9,825.9 .60 59.0 16.40 1,611.5 11,496.4

2009........... 858.9 1,138.68 12.915 .967 .973 11,875.7 .60 71.3 16.40 1,947.6 13,894.6

2010........... 863.5 1,190.66 11.684 .967 .973 11,294.1 .60 67.8 16.40 1,852.2 13,214.1

2011........... 855.8 1,247.44 10.559 .967 .973 10,598.0 .60 63.6 16.40 1,738.1 12,399.7

2012........... 871.4 1,302.95 10.864 .967 .973 11,597.2 .60 69.6 16.40 1,901.9 13,568.8

2013........... 885.4 1,357.84 10.640 .967 .973 12,027.5 .60 72.2 16.40 1,972.5 14,072.1

2014........... 899.5 1,414.06 10.587 .967 .973 12,661.1 .60 76.0 16.40 2,076.4 14,813.5
Benefit Payments

188

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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 71,685.5 406.3 48.3 454.6 4,857.7 1,204.6 6,062.3 67,905.9 10,296.4 78,202.3

2005-I......... 16,689.0 2,227.5 18,916.5 106.7 12.9 119.7 1,273.1 345.6 1,618.8 18,068.9 2,586.1 20,654.9

2005-II ....... 16,894.0 2,189.2 19,083.2 108.1 13.2 121.3 1,281.3 360.8 1,642.1 18,283.5 2,563.2 20,846.6

2005-III...... 17,132.4 2,166.7 19,299.1 109.2 13.2 122.5 1,248.2 366.4 1,614.6 18,489.8 2,546.3 21,036.1

2005-IV...... 17,365.6 2,163.4 19,529.0 110.1 13.1 123.2 1,259.0 361.6 1,620.6 18,734.6 2,538.2 21,272.8

2006-I......... 17,922.2 2,191.8 20,114.0 112.6 13.2 125.7 1,303.0 359.5 1,662.4 19,337.8 2,564.5 21,902.2

2006-II ....... 18,118.0 2,191.8 20,309.8 113.3 13.2 126.4 1,319.9 359.5 1,679.4 19,551.1 2,564.5 22,115.6

2006-III...... 18,339.0 2,191.8 20,530.9 114.5 13.2 127.6 1,285.0 359.5 1,644.5 19,738.5 2,564.5 22,302.9

2006-IV...... 18,563.8 2,191.8 20,755.6 115.4 13.2 128.5 1,294.6 359.5 1,654.1 19,973.8 2,564.5 22,538.2

2007-I......... 19,183.8 2,311.4 21,495.1 118.4 13.9 132.2 1,342.3 379.1 1,721.4 20,644.4 2,704.3 23,348.7

2007-II ....... 19,372.5 2,311.4 21,683.8 119.4 13.9 133.3 1,361.3 379.1 1,740.4 20,853.2 2,704.3 23,557.5

2007-III...... 19,589.2 2,311.4 21,900.5 120.9 13.9 134.8 1,325.2 379.1 1,704.3 21,035.3 2,704.3 23,739.6

2007-IV...... 19,808.9 2,311.4 22,120.3 122.1 13.9 136.0 1,336.2 379.1 1,715.3 21,267.3 2,704.3 23,971.6

2008-I......... 20,551.7 2,456.5 23,008.2 126.3 14.7 141.0 1,394.2 402.9 1,797.0 22,072.2 2,874.1 24,946.2

2008-II ....... 20,744.6 2,456.5 23,201.1 127.9 14.7 142.6 1,416.3 402.9 1,819.2 22,288.8 2,874.1 25,162.9

2008-III...... 20,968.9 2,456.5 23,425.4 129.9 14.7 144.7 1,378.1 402.9 1,780.9 22,476.9 2,874.1 25,351.0

2008-IV...... 21,195.5 2,456.5 23,652.0 131.6 14.7 146.4 1,391.0 402.9 1,793.9 22,718.2 2,874.1 25,592.3

2009-I......... 21,993.3 2,968.9 24,962.2 136.7 17.8 154.5 1,456.2 486.9 1,943.1 23,586.2 3,473.7 27,059.8

2009-II ....... 22,169.4 2,968.9 25,138.3 139.0 17.8 156.8 1,484.0 486.9 1,970.9 23,792.4 3,473.7 27,266.1

2009-III...... 22,381.4 2,968.9 25,350.3 141.8 17.8 159.6 1,444.1 486.9 1,931.0 23,967.3 3,473.7 27,440.9

2009-IV...... 22,589.7 2,968.9 25,558.6 144.1 17.8 161.9 1,461.0 486.9 1,947.9 24,194.8 3,473.7 27,668.4

2010-I......... 23,405.7 2,823.5 26,229.2 149.7 16.9 166.6 1,531.5 463.1 1,994.6 25,086.8 3,303.5 28,390.3

2010-II ....... 23,584.1 2,823.5 26,407.6 151.5 16.9 168.5 1,558.8 463.1 2,021.9 25,294.4 3,303.5 28,597.9

2010-III...... 23,801.5 2,823.5 26,625.1 153.9 16.9 170.8 1,513.5 463.1 1,976.6 25,468.9 3,303.5 28,772.4

2010-IV...... 24,037.6 2,823.5 26,861.1 155.8 16.9 172.7 1,529.7 463.1 1,992.8 25,723.1 3,303.5 29,026.6

2011-I......... 24,945.0 2,649.5 27,594.5 161.3 15.9 177.2 1,602.7 434.5 2,037.2 26,709.1 3,099.9 29,809.0

2011-II ....... 25,132.0 2,649.5 27,781.5 162.8 15.9 178.7 1,630.8 434.5 2,065.3 26,925.6 3,099.9 30,025.5

2011-III...... 25,359.4 2,649.5 28,008.9 164.7 15.9 180.6 1,582.8 434.5 2,017.3 27,107.0 3,099.9 30,206.9

2011-IV...... 25,604.1 2,649.5 28,253.6 166.3 15.9 182.2 1,599.3 434.5 2,033.8 27,369.7 3,099.9 30,469.6

2012-I......... 26,551.3 2,899.3 29,450.6 172.0 17.4 189.3 1,676.0 475.5 2,151.4 28,399.2 3,392.2 31,791.4

2012-II ....... 26,715.4 2,899.3 29,614.7 173.4 17.4 190.8 1,707.6 475.5 2,183.1 28,596.4 3,392.2 31,988.6

2012-III...... 26,923.5 2,899.3 29,822.8 175.4 17.4 192.8 1,658.5 475.5 2,134.0 28,757.4 3,392.2 32,149.6

2012-IV...... 27,148.1 2,899.3 30,047.4 177.0 17.4 194.4 1,677.1 475.5 2,152.5 29,002.2 3,392.2 32,394.4

2013-I......... 28,118.0 3,006.9 31,124.9 182.9 18.0 200.9 1,758.5 493.1 2,251.6 30,059.3 3,518.0 33,577.4

2013-II ....... 28,267.0 3,006.9 31,273.9 184.3 18.0 202.3 1,792.0 493.1 2,285.1 30,243.3 3,518.0 33,761.3

2013-III...... 28,463.9 3,006.9 31,470.8 186.2 18.0 204.3 1,739.8 493.1 2,232.9 30,389.9 3,518.0 33,907.9

2013-IV...... 28,679.3 3,006.9 31,686.1 187.7 18.0 205.8 1,759.1 493.1 2,252.2 30,626.1 3,518.0 34,144.1

2014-I......... 29,692.9 3,165.3 32,858.2 193.9 19.0 212.9 1,844.9 519.1 2,364.1 31,731.7 3,703.4 35,435.1

2014-II ....... 29,857.9 3,165.3 33,023.2 195.3 19.0 214.3 1,881.3 519.1 2,400.4 31,934.5 3,703.4 35,637.9

2014-III...... 30,072.9 3,165.3 33,238.2 197.3 19.0 216.3 1,826.8 519.1 2,345.9 32,096.9 3,703.4 35,800.3

2014-IV...... 30,306.9 3,165.3 33,472.1 198.8 19.0 217.8 1,847.7 519.1 2,366.9 32,353.4 3,703.4 36,056.8
DI Dollars

189

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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-I........................... 10,174.1 1,355.1 11,529.3 6,514.9 872.3 7,387.2

2005-II.......................... 10,275.7 1,327.3 11,603.0 6,618.3 861.9 7,480.2

2005-III ........................ 10,399.0 1,310.9 11,709.9 6,733.4 855.8 7,589.2

2005-IV ........................ 10,518.9 1,308.5 11,827.4 6,846.6 855.0 7,701.6

2006-I........................... 10,834.3 1,323.6 12,157.9 7,087.9 868.2 7,956.1

2006-II.......................... 10,929.1 1,323.6 12,252.8 7,188.9 868.2 8,057.1

2006-III ........................ 11,041.0 1,323.6 12,364.7 7,298.0 868.2 8,166.2

2006-IV ........................ 11,155.3 1,323.6 12,478.9 7,408.5 868.2 8,276.7

2007-I........................... 11,506.4 1,391.4 12,897.8 7,677.4 919.9 8,597.3

2007-II.......................... 11,596.0 1,391.4 12,987.4 7,776.5 919.9 8,696.4

2007-III ........................ 11,704.2 1,391.4 13,095.7 7,884.9 919.9 8,804.8

2007-IV ........................ 11,814.3 1,391.4 13,205.8 7,994.6 919.9 8,914.5

2008-I........................... 12,235.8 1,475.6 13,711.4 8,315.9 980.9 9,296.8

2008-II.......................... 12,327.2 1,475.6 13,802.8 8,417.4 980.9 9,398.3

2008-III ........................ 12,439.3 1,475.6 13,914.9 8,529.6 980.9 9,510.5

2008-IV ........................ 12,552.7 1,475.6 14,028.3 8,642.8 980.9 9,623.7

2009-I........................... 13,003.4 1,779.8 14,783.2 8,989.9 1,189.1 10,179.0

2009-II.......................... 13,083.5 1,779.8 14,863.3 9,085.9 1,189.1 10,275.1

2009-III ........................ 13,187.0 1,779.8 14,966.8 9,194.4 1,189.1 10,383.6

2009-IV ........................ 13,288.0 1,779.8 15,067.8 9,301.7 1,189.1 10,490.9

2010-I........................... 13,745.7 1,689.4 15,435.0 9,660.0 1,134.2 10,794.1

2010-II.......................... 13,826.5 1,689.4 15,515.9 9,757.6 1,134.2 10,891.7

2010-III ........................ 13,932.8 1,689.4 15,622.2 9,868.7 1,134.2 11,002.9

2010-IV ........................ 14,049.8 1,689.4 15,739.1 9,987.8 1,134.2 11,121.9

2011-I ........................... 14,558.3 1,581.5 16,139.8 10,386.7 1,068.0 11,454.7

2011-II.......................... 14,643.5 1,581.5 16,225.1 10,488.5 1,068.0 11,556.5

2011-III ........................ 14,754.9 1,581.5 16,336.4 10,604.5 1,068.0 11,672.5

2011-IV ........................ 14,876.1 1,581.5 16,457.6 10,728.0 1,068.0 11,796.0

2012-I........................... 15,404.1 1,724.5 17,128.6 11,147.2 1,174.8 12,322.0

2012-II.......................... 15,474.0 1,724.5 17,198.5 11,241.4 1,174.8 12,416.2

2012-III ........................ 15,572.1 1,724.5 17,296.7 11,351.3 1,174.8 12,526.1

2012-IV ........................ 15,679.4 1,724.5 17,403.9 11,468.7 1,174.8 12,643.5

2013-I........................... 16,215.7 1,781.5 17,997.3 11,902.3 1,225.3 13,127.6

2013-II.......................... 16,275.1 1,781.5 18,056.7 11,991.9 1,225.3 13,217.2

2013-III ........................ 16,365.1 1,781.5 18,146.7 12,098.8 1,225.3 13,324.1

2013-IV ........................ 16,465.2 1,781.5 18,246.7 12,214.1 1,225.3 13,439.4

2014-I........................... 17,022.6 1,868.8 18,891.4 12,670.3 1,296.5 13,966.8

2014-II.......................... 17,090.9 1,868.8 18,959.7 12,767.0 1,296.5 14,063.5

2014-III ........................ 17,191.0 1,868.8 19,059.8 12,881.9 1,296.5 14,178.4

2014-IV ........................ 17,301.3 1,868.8 19,170.1 13,005.6 1,296.5 14,302.1
Benefit Payments

190

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar 

period

Young wives

of disabled workers

Young husbands1

of disabled workers

Aged wives

of disabled workers

Aged husbands

of disabled workers

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

Currentpayment

Noncurrentpayment Total

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 ... ... ... 117.4 11.1 128.5 2.4 .2 2.6

1982 ........... 470.4 40.9 511.3 ... ... ... 127.5 11.1 138.6 2.3 .2 2.5

1983 ........... 399.2 56.6 455.9 ... ... ... 129.8 18.5 148.2 2.1 .3 2.4

1984 ........... 327.1 47.5 374.6 $2.5 $0.4 $2.9 136.6 19.8 156.4 2.0 .3 2.2

1985 ........... 328.2 49.2 377.4 3.2 .5 3.7 140.5 21.1 161.5 1.9 .3 2.2

1986 ........... 326.0 48.0 374.0 3.8 .6 4.3 145.6 21.5 167.1 1.8 .3 2.1

1987 ........... 308.9 46.6 355.5 4.2 .6 4.8 147.1 22.2 169.3 1.8 .3 2.0

1988 ........... 302.6 45.5 348.1 4.6 .7 5.3 150.8 22.7 173.5 1.8 .3 2.1

1989 ........... 299.2 43.2 342.4 4.9 .7 5.6 151.3 21.8 173.2 1.8 .3 2.1

1990 ........... 302.1 45.2 347.3 5.2 .8 6.0 152.4 22.8 175.2 1.8 .3 2.1

1991 ........... 313.0 50.2 363.2 5.8 .9 6.8 152.9 24.5 177.5 1.9 .3 2.3

1992 ........... 325.4 55.4 380.8 6.7 1.1 7.8 154.9 26.4 181.3 2.1 .4 2.5

1993 ........... 334.7 48.0 382.8 7.2 1.0 8.3 156.3 22.4 178.7 2.3 .3 2.7

1994 ........... 340.5 47.6 388.1 7.6 1.1 8.7 156.8 21.9 178.7 2.6 .4 2.9

1995 ........... 343.6 43.8 387.4 7.9 1.0 8.9 157.8 20.1 177.9 2.8 .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 7.0

2005-I......... 51.2 6.2 57.4 .9 .1 1.0 53.0 6.4 59.4 1.7 .2 1.9

2005-II ....... 51.1 6.2 57.4 .9 .1 1.0 54.4 6.6 61.0 1.7 .2 1.9

2005-III...... 51.1 6.2 57.3 .9 .1 1.0 55.5 6.7 62.2 1.7 .2 1.9

2005-IV...... 50.9 6.1 57.0 .9 .1 1.0 56.5 6.8 63.2 1.7 .2 1.9

2006-I......... 51.2 5.8 57.1 .9 .1 1.0 58.6 7.0 65.6 1.8 .2 2.0

2006-II ....... 50.5 5.8 56.4 .9 .1 1.0 60.0 7.0 67.0 1.8 .2 2.1

2006-III...... 50.5 5.8 56.3 .9 .1 1.0 61.2 7.0 68.2 1.9 .2 2.1

2006-IV...... 50.3 5.8 56.2 .9 .1 1.0 62.2 7.0 69.2 1.9 .2 2.1

2007-I......... 50.8 5.8 56.6 .9 .1 1.1 64.6 7.7 72.3 2.0 .2 2.2

2007-II ....... 50.2 5.8 56.0 .9 .1 1.1 66.2 7.7 73.9 2.1 .2 2.3

2007-III...... 50.3 5.8 56.1 1.0 .1 1.1 67.6 7.7 75.3 2.1 .2 2.3

2007-IV...... 50.2 5.8 56.0 1.0 .1 1.1 68.8 7.7 76.5 2.2 .2 2.4

2008-I......... 51.0 5.8 56.8 1.0 .1 1.1 72.0 8.6 80.6 2.3 .3 2.5

2008-II ....... 50.5 5.8 56.3 1.0 .1 1.1 74.0 8.6 82.6 2.3 .3 2.6

2008-III...... 50.7 5.8 56.5 1.0 .1 1.1 75.8 8.6 84.4 2.4 .3 2.7

2008-IV...... 50.8 5.8 56.6 1.0 .1 1.1 77.4 8.6 85.9 2.5 .3 2.7

2009-I......... 51.8 6.6 58.3 1.0 .1 1.2 81.3 10.8 92.1 2.6 .3 2.9

2009-II ....... 51.4 6.6 58.0 1.0 .1 1.2 83.9 10.8 94.6 2.7 .3 3.0

2009-III...... 51.8 6.6 58.3 1.0 .1 1.2 86.2 10.8 96.9 2.8 .3 3.1

2009-IV...... 52.0 6.6 58.6 1.1 .1 1.2 88.1 10.8 98.9 2.9 .3 3.2

2010-I......... 53.1 5.9 59.0 1.1 .1 1.2 92.4 10.6 103.0 3.0 .3 3.4

2010-II ....... 52.8 5.9 58.7 1.1 .1 1.2 94.5 10.6 105.1 3.1 .3 3.5

2010-III...... 53.2 5.9 59.1 1.1 .1 1.2 96.4 10.6 107.0 3.2 .3 3.5

2010-IV...... 53.4 5.9 59.3 1.1 .1 1.2 98.0 10.6 108.6 3.3 .3 3.6

2011-I......... 54.6 5.3 59.9 1.1 .1 1.2 102.2 10.1 112.3 3.4 .3 3.7

2011-II ....... 54.3 5.3 59.6 1.1 .1 1.2 103.9 10.1 114.0 3.5 .3 3.8

2011-III...... 54.7 5.3 60.0 1.2 .1 1.3 105.3 10.1 115.5 3.6 .3 3.9

2011-IV...... 55.0 5.3 60.3 1.2 .1 1.3 106.5 10.1 116.7 3.6 .3 3.9

2012-I......... 56.3 5.6 61.9 1.2 .1 1.3 110.7 11.3 122.0 3.8 .4 4.1

2012-II ....... 56.1 5.6 61.7 1.2 .1 1.3 112.3 11.3 123.6 3.8 .4 4.2

2012-III...... 56.6 5.6 62.2 1.2 .1 1.3 113.7 11.3 124.9 3.9 .4 4.3

2012-IV...... 57.0 5.6 62.6 1.2 .1 1.3 114.8 11.3 126.1 4.0 .4 4.3

2013-I......... 58.4 5.7 64.1 1.3 .1 1.4 119.1 11.8 130.9 4.1 .4 4.5

2013-II ....... 58.2 5.7 63.9 1.3 .1 1.4 120.6 11.8 132.4 4.2 .4 4.6

2013-III...... 58.8 5.7 64.5 1.3 .1 1.4 121.9 11.8 133.7 4.3 .4 4.7

2013-IV...... 59.2 5.7 64.9 1.3 .1 1.4 122.9 11.8 134.7 4.3 .4 4.7

2014-I......... 60.7 5.9 66.6 1.3 .1 1.5 127.4 12.5 139.9 4.5 .4 4.9

2014-II ....... 60.5 5.9 66.5 1.3 .1 1.5 128.9 12.5 141.4 4.5 .4 5.0

2014-III...... 61.2 5.9 67.1 1.4 .1 1.5 130.1 12.5 142.6 4.6 .4 5.1

2014-IV...... 61.7 5.9 67.7 1.4 .1 1.5 131.0 12.5 143.6 4.7 .4 5.1

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983.
DI Dollars

191

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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-I........ 1,142.0 312.3 1,454.3 72.7 19.8 92.5 58.5 13.5 72.0

2005-II....... 1,138.0 326.3 1,464.4 72.1 20.7 92.8 71.2 13.8 84.9

2005-III ..... 1,146.2 331.5 1,477.8 72.9 21.1 94.0 29.1 13.8 42.9

2005-IV ..... 1,151.3 327.1 1,478.5 73.4 20.9 94.3 34.2 13.6 47.8

2006-I........ 1,171.6 325.1 1,496.6 75.0 21.0 96.0 56.4 13.4 69.8

2006-II....... 1,172.5 325.1 1,497.6 75.6 21.0 96.6 71.8 13.4 85.2

2006-III ..... 1,178.7 325.1 1,503.8 76.3 21.0 97.3 30.0 13.4 43.4

2006-IV ..... 1,182.1 325.1 1,507.2 76.7 21.0 97.7 35.7 13.4 49.1

2007-I........ 1,204.4 342.1 1,546.5 78.6 22.5 101.1 59.3 14.5 73.8

2007-II....... 1,206.3 342.1 1,548.4 79.2 22.5 101.7 75.9 14.5 90.4

2007-III ..... 1,213.5 342.1 1,555.6 79.9 22.5 102.4 31.8 14.5 46.3

2007-IV ..... 1,217.9 342.1 1,560.0 80.4 22.5 102.9 37.9 14.5 52.4

2008-I........ 1,247.7 362.6 1,610.3 82.8 24.2 107.0 63.7 16.0 79.7

2008-II....... 1,250.6 362.6 1,613.2 83.5 24.2 107.8 82.2 16.0 98.3

2008-III ..... 1,259.0 362.6 1,621.6 84.4 24.2 108.6 34.6 16.0 50.7

2008-IV ..... 1,264.5 362.6 1,627.1 85.0 24.2 109.2 41.6 16.0 57.6

2009-I........ 1,298.4 436.8 1,735.2 87.6 29.7 117.3 70.1 20.5 90.6

2009-II....... 1,304.4 436.8 1,741.2 88.5 29.7 118.2 91.1 20.5 111.6

2009-III ..... 1,316.1 436.8 1,752.9 89.5 29.7 119.2 38.5 20.5 58.9

2009-IV ..... 1,324.5 436.8 1,761.3 90.3 29.7 119.9 46.2 20.5 66.7

2010-I........ 1,361.3 414.4 1,775.7 93.2 28.6 121.7 77.0 20.1 97.1

2010-II....... 1,366.2 414.4 1,780.6 94.1 28.6 122.7 98.5 20.1 118.6

2010-III ..... 1,377.2 414.4 1,791.6 95.2 28.6 123.7 41.2 20.1 61.2

2010-IV ..... 1,384.9 414.4 1,799.3 95.9 28.6 124.5 48.9 20.1 69.0

2011-I ........ 1,422.6 388.4 1,811.0 99.0 27.2 126.2 81.2 18.9 100.0

2011-II....... 1,427.4 388.4 1,815.9 99.9 27.2 127.1 103.4 18.9 122.3

2011-III ..... 1,438.7 388.4 1,827.2 101.0 27.2 128.2 43.1 18.9 61.9

2011-IV ..... 1,446.5 388.4 1,835.0 101.8 27.2 129.0 50.9 18.9 69.8

2012-I........ 1,486.3 424.6 1,910.9 105.0 30.2 135.2 84.7 20.7 105.4

2012-II....... 1,492.8 424.6 1,917.4 106.0 30.2 136.2 108.8 20.7 129.5

2012-III ..... 1,505.8 424.6 1,930.4 107.2 30.2 137.4 45.5 20.7 66.2

2012-IV ..... 1,515.1 424.6 1,939.7 108.1 30.2 138.3 53.9 20.7 74.6

2013-I........ 1,557.4 439.8 1,997.2 111.5 31.7 143.2 89.6 21.7 111.2

2013-II....... 1,564.1 439.8 2,003.9 112.6 31.7 144.3 115.3 21.7 136.9

2013-III ..... 1,577.7 439.8 2,017.5 113.9 31.7 145.6 48.2 21.7 69.8

2013-IV ..... 1,587.4 439.8 2,027.1 114.8 31.7 146.5 56.9 21.7 78.6

2014-I........ 1,631.9 462.4 2,094.2 118.5 33.7 152.2 94.6 23.0 117.6

2014-II....... 1,639.8 462.4 2,102.1 119.6 33.7 153.4 121.9 23.0 144.9

2014-III ..... 1,654.8 462.4 2,117.2 121.0 33.7 154.8 50.9 23.0 73.9

2014-IV ..... 1,665.6 462.4 2,128.0 122.0 33.7 155.7 60.1 23.0 83.1
Benefit Payments

192

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 entitlement. For this purpose, single year

of duration is used for durations 1-7, and durations of 8 years

or longer are grouped into one category. Table III.E1 summarizes the effects of these detailed calculations for the total

retired worker population split only by gender. In that simplified presentation, in the columns displaying the average

benefits for retired workers terminated during the year, the

ratio of that average to the average benefit in force at the

beginning of the year represents in effect the net residual of

changes in average benefits in force during the year after the

effects of the COLA.

The average benefit in force for each sex of retired workers

increases each year by the amount of the automatic benefit

increase, plus an additional amount representing the net

effect of new awards, terminations, and increases due to benefit recomputations and other factors.

The average benefit in current-payment status for male and

female 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 member of a retired worker’s family is projected based on the historical relationship of the family member’s average benefit

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 a regression equation, based on the time trend of each factor. In addition, the

factors are adjusted by judgment to prevent them from

increasing (or decreasing) to unreasonable levels.

The factors relating the average benefit for minor, disabled,

and student children of retired workers to the average benefit

for male retired workers, are projected by a regression equation, based on the average number of dependent beneficiaries entitled on each retired worker account. These factors

are also constrained to prevent them from reaching unreasonable levels.

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).

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 2005.

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).
OASI Dollars

193

Female retired workers receive 42 percent of the total current-payment benefits paid to retired workers. This percentage is projected to increase very slowly, to 43 percent by

2014. 

Current-payment benefits to young husbands of retired

workers are projected to remain at relatively low levels,

never more than $120 thousand per quarter through 2014

(ranging from $64 thousand to $120 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 less than 4 percent of the total.

Percentage increases projected over the next 10 years are: 59

percent for minor children, 53 percent for disabled children,

and 44 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 less than 4 percent of the total. Percentage

increases projected over the next 10 years are: 55 percent for

disabled children, 30 percent for minor children, and 40 percent for students.

Current-payment benefits to aged widows make up the largest category of survivor benefits, or about 73 percent of the

total in 2004 (surviving children form the next largest, or

about 22 percent). Aged widow benefits are projected to

increase 32 percent over the next 10 years, from about $47.3

billion in 2004 to about $62.7 billion in 2014. Current-payment benefits to disabled widows show a projected 42 percent increase over the same period; those to mothers (young

widows) show a 25 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 2004) about 1 percent for aged widowers, 5 to 6 percent for disabled widowers, and 2 to 3 percent

for fathers. Nevertheless, benefits in these male categories

show sharp increases over the projection period, projected to

double in 10 years for aged and disabled widowers, and

grow about 47 percent for fathers.

Benefits to parents of deceased workers are projected to

decrease only slightly, as the increase in average benefits

partially offsets the decrease in the number of parent beneficiaries. 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 2005.

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,

• A benefit increase factor, and

• A factor to allow for all other components of non-current-payment benefits. 

The benefit increase factor allows for the fact that retroactive

benefits for some months are at a lower rate than the rate at

time of first receipt, due to intervening benefit increases.

Table III.E24 shows the annual projection of non-currentpayment benefits other than AERO to retired workers and

family members.

The factor for all other components ranged between 0.1 and

0.9 from 1984 through 1996. In 1997 and 1998, the factor

exceeded 1.0 due to a special effort that was made to find

aged widows who were due higher benefits. Some of these

widows were fully insured and therefore were able to receive

a retired worker benefit. In 1999, the 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, but for the next 4 years

it dropped back to a level between 0.7 and 0.8. It is projected

to return to a value close to 1.0 early in the projection period.

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.E26

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 1997-2004,

than the factor for retirees and dependents, remaining in the

range from 2.0 to 2.4. It is projected to remain in this range

over the projection years.

AERO benefits are projected as a total for all OASI beneficiaries and then, based on historical trends, are split into

amounts for:

• Retired workers and family members, and

• Survivors. 

AERO and non-AERO benefits are then added for each of

the two groups to produce total non-current-payment benefits. Table III.E25 shows AERO, non-AERO, and total noncurrent-payment benefits for retired workers and depen-
Benefit Payments

194

dents; table III.E27 shows a similar breakdown of benefits

for survivors.

AERO benefits to retired workers and dependents declined

from 1983 to 1988, and remained relatively stable over the

next 10 years. The decline was caused primarily by:

• The effect of the wage-indexed benefit formula, which

results in smaller increases in benefits after a recomputation due to additional earnings, and

• A gradual speedup in the processing of earnings, which

results in fewer months of retroactive benefits.

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 for

retirees and dependents are projected to increase from $553

million in 2004 to $1,447 million by 2014.

4. Lump-Sum Death Benefits

The number of lump-sum death benefit payments is estimated by applying mortality rates to the fully insured population (shown earlier), and then applying a factor for the

percentage of insured deaths that result in a lump-sum death

benefit. The total amount of lump-sum death benefits is estimated by multiplying the number of lump-sum deaths by the

average benefit amount. Table III.E28 shows the number and

amount of lump-sum death benefits.

The number of lump-sum deaths dropped by about half in

1982, when the law changed to restrict the types of lumpsum 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 2004, there were 822 thousand lumpsum deaths. During the projection period, the number of

lump-sum deaths is projected to remain very close to the current level, and the average amount likewise is projected to

remain very close to its recent value.

5. Dual-Entitlement Benefits

Current-payment benefits to retired workers include reduced

secondary benefits, if any, for dually-entitled spouse,

widow(er), or parent beneficiaries. Tables III.E29, III.E30,

and III.E31 show the number, average amount, and total

amount, respectively, of reduced secondary benefits.

Table III.E29 shows that the number of dual entitlements has

been increasing steadily for female workers since 1975. The

number of dual entitlements for male workers, forming only

about 2 percent of the total, has been growing as well, but at

an increasingly slower rate, over the same period. Throughout the projection period, nearly 0.8 percent of male retired

workers and 41.0 percent of female retired workers are

expected to be dually entitled. Most of the dually-entitled

beneficiaries have a reduced widow(er) benefit. Widow(er)s

currently account for about 58 percent of female dual entitlements and about 79 percent of male dual entitlements. The

remainder of the dually-entitled beneficiaries consists almost

entirely of aged spouses.

Table III.E30 shows the projection of the average reduced

secondary benefit for dually-entitled workers. The average

reduced amounts for widow(er)s and parents are greater than

those for spouses, in part because the unreduced benefit is a

larger percent of the PIA for those categories.

Table III.E31 shows the projection of the total amount of

reduced secondary benefits. The percentage of current-payment benefits to retired workers that are actually reduced

secondary benefits increased steadily from 3.1 percent in

1975 to 9.0 percent in 1997, and it has remained close to this

level over the past 8 years. Over the projection period, it is

expected to rise very slowly, reaching 9.7 by 2014.

6. Quarterly Benefit Payments

Projected quarterly non-current-payment benefits are

derived from annual totals by applying an interpolation formula. Quarterly historical and projected current-payment

benefits are adjusted for amounts paid to dually-entitled beneficiaries by subtracting the total reduced secondary 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-payment amounts. Table III.E32 shows quarterly

current-payment benefits which have been adjusted for

amounts paid to dually-entitled beneficiaries, non-currentpayment 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 $107.6 billion in the first quarter of 2005 to $186.7 billion in the last quarter of 2014.

Tables III.E33, III.E34 and III.E35 summarize OASDI

adjusted current-payment, non-current-payment, and total

benefit payments, respectively.

Total OASDI benefit payments are projected to increase

from $128.3 billion in the first quarter of 2005 to $222.7 billion in the last quarter of 2014. 

Figure 4 on page 230 further illustrates the numbers shown

in table III.E35 and the relative proportions of benefit payments by type.
195

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 2005 Trustees Report intermediate set of assumptions.

III.E1.—Average Monthly Benefit of Retired Workers In Force, Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status 

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Male

1980........... 14.3 10,569.0 $331.38 942.1 $425.00 681.4 0.8934 $338.39 10,829.7 $385.33 0.9866 $380.18

1985........... 3.1 11,867.6 521.60 982.6 525.65 733.5 .8460 454.98 12,116.0 541.80 .9937 538.37

1990........... 5.4 13,029.7 642.38 967.0 688.99 748.2 .8802 595.97 13,248.3 682.52 .9952 679.27

1995........... 2.6 14,033.0 788.59 923.9 815.15 794.0 .9085 735.07 14,163.8 813.64 .9958 810.21

1996........... 2.9 14,163.8 813.64 902.0 844.35 799.1 .9163 767.20 14,267.6 841.61 .9958 838.11

1997........... 2.1 14,267.6 841.61 895.7 872.45 804.5 .9191 789.80 14,359.0 864.00 .9959 860.47

1998........... 1.3 14,359.0 864.00 894.9 893.89 813.8 .9189 804.26 14,440.0 880.39 .9961 876.93

1999........... 1 2.5 14,440.0 880.39 940.4 940.03 825.2 .9377 846.19 14,556.2 908.02 .9963 904.62

2000........... 3.5 14,556.2 908.02 1,116.5 1,023.53 825.1 .9179 862.64 14,845.1 950.39 1.0007 951.05

2001........... 2.6 14,845.1 950.39 982.1 1,034.95 828.6 .9120 889.33 14,998.3 983.76 1.0008 984.58

2002........... 1.4 14,998.3 983.76 1,001.1 1,077.24 831.1 1.0273 1,024.81 15,167.1 1,001.30 1.0065 1,007.81

2003........... 2.1 15,167.1 1,001.30 969.2 1,111.58 818.8 .8217 840.06 15,317.9 1,037.72 1.0009 1,038.68

2004........... 2.7 15,317.9 1,037.72 1,009.5 1,134.39 820.6 .9147 974.84 15,506.0 1,075.02 1.0010 1,076.11

2005........... 2.0 15,506.0 1,075.02 1,034.8 1,155.04 829.7 .9498 1,041.47 15,708.7 1,103.28 1.0010 1,104.71

2006........... 2.2 15,708.7 1,103.28 1,087.0 1,189.29 828.9 .9569 1,079.00 15,966.8 1,134.28 1.0010 1,135.69

2007........... 2.7 15,966.8 1,134.28 1,158.5 1,229.23 837.7 .9534 1,110.57 16,287.6 1,172.27 1.0010 1,173.74

2008........... 2.8 16,287.6 1,172.27 1,243.4 1,269.72 856.1 .9417 1,134.80 16,674.9 1,213.53 1.0010 1,215.03

2009........... 2.8 16,674.9 1,213.53 1,351.5 1,324.51 878.2 .8949 1,116.35 17,148.2 1,260.29 1.0010 1,261.85

2010........... 2.8 17,148.2 1,260.29 1,400.9 1,383.73 904.1 .8726 1,130.46 17,645.0 1,311.04 1.0010 1,312.66

2011........... 2.8 17,645.0 1,311.04 1,473.9 1,445.89 931.5 .8566 1,154.54 18,187.3 1,365.60 1.0010 1,367.25

2012........... 2.8 18,187.3 1,365.60 1,559.7 1,510.89 944.5 .8629 1,211.38 18,802.5 1,422.38 1.0010 1,424.12

2013........... 2.8 18,802.5 1,422.38 1,619.7 1,574.65 959.8 .8683 1,269.71 19,462.4 1,481.06 1.0010 1,482.87

2014........... 2.8 19,462.4 1,481.06 1,651.1 1,636.70 977.1 .8738 1,330.38 20,136.4 1,541.22 1.0010 1,543.13

Female

1980........... 14.3 8,872.5 257.80 670.6 276.10 347.2 .5597 164.92 9,195.9 298.21 .9955 296.86

1985........... 3.1 10,438.8 397.58 699.8 331.84 415.0 .4825 197.79 10,723.5 413.02 .9977 412.09

1990........... 5.4 11,732.6 488.73 687.1 424.23 466.1 .5393 277.82 11,953.4 519.15 .9988 518.55

1995........... 2.6 12,712.5 601.76 684.2 518.80 536.0 .6281 387.79 12,860.9 621.73 .9992 621.22

1996........... 2.9 12,860.9 621.73 678.5 539.32 547.6 .6408 409.99 12,992.2 644.20 .9992 643.70

1997........... 2.1 12,992.2 644.20 822.1 592.00 560.6 .6615 435.07 13,253.6 663.07 .9992 662.53

1998........... 1.3 13,253.6 663.07 735.9 584.57 585.1 .6756 453.78 13,404.4 676.42 .9993 675.93

1999........... 1 2.5 13,404.4 676.42 748.8 613.82 605.2 .7074 490.45 13,548.8 698.00 .9993 697.50

2000........... 3.5 13,548.8 698.00 842.8 665.29 615.7 .6706 484.46 13,776.0 729.57 1.0004 729.89

2001........... 2.6 13,776.0 729.57 795.7 684.55 624.8 .6744 504.78 13,946.8 755.81 1.0005 756.18

2002........... 1.4 13,946.8 755.81 811.4 713.11 628.0 .6355 487.01 14,129.7 775.75 .9979 774.09

2003........... 2.1 14,129.7 775.75 822.1 740.43 625.9 .7656 606.39 14,326.1 797.19 1.0005 797.62

2004........... 2.7 14,326.1 797.19 873.5 760.96 628.7 .7085 580.06 14,569.8 825.55 1.0007 826.09

2005........... 2.0 14,569.8 825.55 892.7 775.19 642.1 .8025 675.71 14,819.7 845.24 1.0007 846.03

2006........... 2.2 14,819.7 845.24 932.2 801.37 628.1 .7130 615.93 15,123.8 870.28 1.0007 871.05

2007........... 2.7 15,123.8 870.28 991.3 831.27 640.8 .6933 619.62 15,474.3 901.13 1.0007 901.93

2008........... 2.8 15,474.3 901.13 1,075.7 861.18 666.7 .6753 625.54 15,883.3 934.57 1.0007 935.39

2009........... 2.8 15,883.3 934.57 1,184.0 902.80 687.5 .6264 601.80 16,379.7 971.62 1.0007 972.47

2010........... 2.8 16,379.7 971.62 1,235.5 946.33 708.3 .6023 601.61 16,907.0 1,011.63 1.0007 1,012.52

2011........... 2.8 16,907.0 1,011.63 1,303.0 992.60 727.5 .5864 609.84 17,482.5 1,054.32 1.0007 1,055.22

2012........... 2.8 17,482.5 1,054.32 1,384.0 1,042.52 739.8 .5860 635.11 18,126.8 1,099.00 1.0007 1,099.95

2013........... 2.8 18,126.8 1,099.00 1,441.8 1,091.75 751.0 .5825 658.04 18,817.5 1,145.69 1.0007 1,146.68

2014........... 2.8 18,817.5 1,145.69 1,481.3 1,138.47 762.8 .5821 685.55 19,536.1 1,194.01 1.0007 1,195.06

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

196

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 2005 Trustees Report intermediate set of assumptions.

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

(End of calendar years 1980-2014)

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 $172.42

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 45.04 467.83 465.98

2004 .............................. 1,076.11 36.62 394.04 44.85 482.62 480.88

2005 .............................. 1,104.71 37.22 411.18 44.75 494.36 492.74

2006 .............................. 1,135.69 37.86 429.94 44.65 507.11 505.61

2007 .............................. 1,173.74 38.53 452.22 44.55 522.93 521.56

2008 .............................. 1,215.03 39.00 473.86 44.45 540.12 538.84

2009 .............................. 1,261.85 39.00 492.12 44.35 559.67 558.38

2010 .............................. 1,312.66 39.00 511.94 44.25 580.88 579.57

2011 .............................. 1,367.25 39.00 533.23 44.15 603.66 602.33

2012 .............................. 1,424.12 39.00 555.41 44.05 627.32 625.97

2013 .............................. 1,482.87 39.00 578.32 43.95 651.69 650.31

2014 .............................. 1,543.13 39.00 601.82 43.85 676.59 675.19

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 38.28 198.48 198.22

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 32.98 263.08 263.09

2004 .............................. 826.09 37.26 307.78 33.03 272.82 272.88

2005 .............................. 846.03 38.78 328.05 32.48 274.77 274.87

2006 .............................. 871.05 39.00 339.71 31.99 278.67 278.78

2007 .............................. 901.93 39.00 351.75 31.55 284.54 284.66

2008 .............................. 935.39 39.00 364.80 31.10 290.92 291.07

2009 .............................. 972.47 39.00 379.26 30.72 298.74 298.91

2010 .............................. 1,012.52 39.00 394.88 30.36 307.37 307.55

2011 .............................. 1,055.22 39.00 411.54 30.03 316.93 317.11

2012 .............................. 1,099.95 39.00 428.98 29.79 327.66 327.86

2013 .............................. 1,146.68 39.00 447.20 29.57 339.07 339.28

2014 .............................. 1,195.06 39.00 466.07 29.39 351.21 351.43
OASI Dollars

197

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 2005 Trustees Report intermediate set of assumptions.

III.E3.—Average Monthly Benefit to Minor, Disabled, and Student Children of Retired Workers In Current-Payment Status

(End of calendar years 1980-2014)

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 48.25 519.23 464.77

2005..................... 1,104.71 41.19 455.01 46.78 516.76 47.69 538.94 481.86

2006..................... 1,135.69 41.77 474.42 47.07 534.57 47.49 551.72 500.47

2007..................... 1,173.74 42.39 497.56 47.39 556.19 47.44 569.67 522.95

2008..................... 1,215.03 43.05 523.06 47.73 579.92 47.42 589.44 547.70

2009..................... 1,261.85 43.74 551.94 48.00 605.69 47.40 611.84 575.23

2010..................... 1,312.66 44.00 577.57 48.00 630.08 47.38 636.22 600.40

2011..................... 1,367.25 44.00 601.59 48.00 656.28 47.38 662.66 625.41

2012..................... 1,424.12 44.00 626.61 48.00 683.58 47.37 690.11 651.45

2013..................... 1,482.87 44.00 652.46 48.00 711.78 47.38 718.71 678.33

2014..................... 1,543.13 44.00 678.98 48.00 740.70 47.40 748.33 705.87
Benefit Payments

198

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 2005 Trustees Report intermediate set of assumptions.

III.E4.—Average Monthly Benefit to Minor Child Survivors of Deceased Workers In Force, Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force 

beginning of year

Accessions

during year

Terminations

during year

In force

end of year

Current-payment 

status end of year

Number

Average

benefit Awards

ConversionsAverage

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

1980 ............. 14.3 1,966.2 $201.48 227.1 34.7 $220.20 336.2 0.8499 $195.73 1,891.8 $235.04 1.0009 $235.25

1981 ............. 11.2 1,891.8 235.04 228.3 14.8 231.90 322.7 .8349 218.22 1,812.3 265.09 1.0024 265.73

1982 ............. 7.4 1,812.3 265.09 222.7 11.4 249.83 306.8 .7955 226.48 1,739.7 290.28 1.0040 291.44

1983 ............. 3.5 1,739.7 290.28 211.4 9.1 266.25 288.4 .8294 249.20 1,671.8 304.77 1.0078 307.16

1984 ............. 3.5 1,671.8 304.77 202.2 10.6 280.89 280.0 .8785 277.10 1,604.6 317.55 1.0100 320.73

1985 ............. 3.1 1,604.6 317.55 203.6 10.9 293.16 265.1 .8879 290.68 1,554.0 328.93 1.0112 332.61

1986 ............. 1.3 1,554.0 328.93 198.9 9.3 303.84 247.7 .9158 305.16 1,514.6 333.75 1.0154 338.90

1987 ............. 4.2 1,514.6 333.75 191.3 10.0 321.73 245.7 .9318 324.06 1,470.2 348.17 1.0165 353.92

1988 ............. 4.0 1,470.2 348.17 191.6 10.5 332.04 247.2 .9443 341.91 1,425.0 361.33 1.0183 367.96

1989 ............. 4.7 1,425.0 361.33 188.5 9.4 349.95 228.8 .9620 363.96 1,394.1 376.65 1.0204 384.34

1990 ............. 5.4 1,394.1 376.65 188.7 9.4 367.25 209.9 .9599 381.08 1,382.3 395.14 1.0219 403.80

1991 ............. 3.7 1,382.3 395.14 191.4 9.8 377.68 201.9 .9458 387.56 1,381.6 408.33 1.0212 416.98

1992 ............. 3.0 1,381.6 408.33 192.7 9.4 386.95 194.0 .9575 402.72 1,389.7 418.18 1.0226 427.64

1993 ............. 2.6 1,389.7 418.18 199.1 9.6 397.93 193.2 .9508 407.94 1,405.1 427.34 1.0225 436.96

1994 ............. 2.8 1,405.1 427.34 202.5 9.2 413.11 190.7 .9477 416.32 1,426.0 438.49 1.0234 448.73

1995 ............. 2.6 1,426.0 438.49 200.4 9.2 425.61 197.5 .9568 430.46 1,438.2 449.02 1.0240 459.79

1996 ............. 2.9 1,438.2 449.02 195.0 8.7 447.24 197.4 .8944 413.24 1,444.5 466.62 1.0249 478.23

1997 ............. 2.1 1,444.5 466.62 184.8 9.5 465.55 208.0 .9538 454.41 1,430.8 478.14 1.0250 490.09

1998 ............. 1.3 1,430.8 478.14 182.6 8.8 479.39 199.6 .9565 463.29 1,422.6 486.65 1.0252 498.93

1999 ............. 1 2.5 1,422.6 486.65 182.7 8.8 509.28 200.4 .9740 485.87 1,413.7 502.07 1.0257 514.96

2000 ............. 3.5 1,413.7 502.07 184.9 8.5 536.75 199.5 .9650 501.44 1,407.6 524.57 1.0261 538.27

2001 ............. 2.6 1,407.6 524.57 188.0 9.3 567.35 204.0 .9484 510.42 1,401.0 546.36 1.0229 558.86

2002 ............. 1.4 1,401.0 546.36 192.2 9.3 579.26 205.1 .9482 525.32 1,397.5 561.86 1.0196 572.86

2003 ............. 2.1 1,397.5 561.86 187.1 9.3 598.94 200.9 .9693 556.06 1,392.9 579.76 1.0201 591.42

2004 ............. 2.7 1,392.9 579.76 188.4 9.5 612.40 205.0 .9643 574.13 1,385.9 600.99 1.0210 613.60

2005 ............. 2.0 1,385.9 600.99 187.2 9.7 627.77 203.7 .9443 578.87 1,379.1 620.16 1.0210 633.17

2006 ............. 2.2 1,379.1 620.16 186.6 9.7 647.12 207.8 .9664 612.53 1,367.5 638.94 1.0210 652.35

2007 ............. 2.7 1,367.5 638.94 185.4 9.8 671.56 212.5 .9684 635.46 1,350.2 661.68 1.0210 675.57

2008 ............. 2.8 1,350.2 661.68 184.1 9.7 698.14 213.7 .9699 659.72 1,330.3 686.11 1.0210 700.51

2009 ............. 2.8 1,330.3 686.11 183.1 9.7 726.37 209.8 .9708 684.74 1,313.2 711.70 1.0210 726.63

2010 ............. 2.8 1,313.2 711.70 182.1 9.6 756.74 206.3 .9725 711.52 1,298.6 738.53 1.0210 754.03

2011 ............. 2.8 1,298.6 738.53 181.2 9.6 787.24 202.9 .9733 738.91 1,286.6 766.56 1.0210 782.65

2012 ............. 2.8 1,286.6 766.56 180.4 9.6 817.98 199.7 .9739 767.49 1,276.9 795.69 1.0210 812.39

2013 ............. 2.8 1,276.9 795.69 179.7 9.6 850.26 196.5 .9742 796.90 1,269.8 826.05 1.0210 843.38

2014 ............. 2.8 1,269.8 826.05 179.3 9.7 884.00 192.2 .9738 826.95 1,266.6 857.75 1.0210 875.75

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
OASI Dollars

199

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 2005 Trustees Report intermediate set of assumptions.

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

Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force 

beginning of year

Accessions

during year

Terminations

during year

In force

end of year

Current-payment 

status end of year

Number

Average

benefit Awards

ConversionsAverage

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

1980.............. 14.3 267.2 $195.77 10.6 13.0 $229.10 12.4 0.8014 $179.32 278.4 $226.21 1.0007 $226.36

1981.............. 11.2 278.4 226.21 9.7 12.8 250.13 9.8 .7573 190.51 291.1 253.49 1.0018 253.96

1982.............. 7.4 291.1 253.49 9.7 11.0 267.53 9.2 .6020 163.89 302.6 275.21 1.0022 275.82

1983.............. 3.5 302.6 275.21 11.2 11.0 288.55 9.5 .7699 219.31 315.4 287.08 1.0067 288.99

1984.............. 3.5 315.4 287.08 12.6 11.7 300.30 9.2 .8132 241.62 330.5 298.90 1.0122 302.53

1985.............. 3.1 330.5 298.90 12.9 10.8 310.24 9.0 .6986 215.29 345.2 310.73 1.0153 315.48

1986.............. 1.3 345.2 310.73 13.4 10.3 318.74 8.5 .6973 219.50 360.4 317.28 1.0180 322.99

1987.............. 4.2 360.4 317.28 12.0 10.5 326.60 8.6 .6983 230.86 374.4 332.65 1.0222 340.04

1988.............. 4.0 374.4 332.65 11.3 11.5 342.20 10.8 .6316 218.51 386.4 349.30 1.0231 357.36

1989.............. 4.7 386.4 349.30 10.8 11.7 366.29 9.1 .7960 291.13 399.8 367.45 1.0290 378.11

1990.............. 5.4 399.8 367.45 11.1 11.4 391.58 10.0 .7550 292.41 412.2 389.83 1.0325 402.49

1991.............. 3.7 412.2 389.83 11.6 11.5 403.10 10.1 .7250 293.09 425.1 406.83 1.0360 421.47

1992.............. 3.0 425.1 406.83 13.7 11.7 415.06 9.9 .6991 292.95 440.6 421.65 1.0394 438.26

1993.............. 2.6 440.6 421.65 13.7 11.9 425.88 10.2 .7201 311.53 456.0 434.95 1.0431 453.71

1994.............. 2.8 456.0 434.95 12.5 12.4 442.70 10.9 .7337 328.05 470.0 449.66 1.0470 470.81

1995.............. 2.6 470.0 449.66 11.9 12.6 464.49 11.0 .7836 361.53 483.5 463.78 1.0509 487.38

1996.............. 2.9 483.5 463.78 11.0 12.6 481.66 11.3 .7930 378.44 495.8 479.69 1.0550 506.08

1997.............. 2.1 495.8 479.69 10.6 12.8 492.48 12.0 .7946 389.19 507.1 492.28 1.0589 521.25

1998.............. 1.3 507.1 492.28 10.9 13.2 502.27 13.1 .8127 405.27 518.0 501.21 1.0630 532.80

1999.............. 1 2.5 518.0 501.21 11.4 13.6 519.33 14.7 .8903 457.40 528.3 515.57 1.0676 550.41

2000.............. 3.5 528.3 515.57 11.5 14.5 539.44 17.1 .8839 471.67 537.2 535.88 1.0725 574.73

2001.............. 2.6 537.2 535.88 11.8 14.5 566.57 16.1 .8792 483.40 547.3 552.56 1.0772 595.21

2002.............. 1.4 547.3 552.56 12.7 13.1 560.10 19.8 .6968 390.44 553.3 566.38 1.0742 608.43

2003.............. 2.1 553.3 566.38 12.9 15.2 564.68 19.0 .8490 490.97 562.4 580.54 1.0785 626.10

2004.............. 2.7 562.4 580.54 14.0 15.5 564.33 20.1 .8657 516.12 571.7 597.39 1.0845 647.88

2005.............. 2.0 571.7 597.39 13.4 15.2 578.49 19.8 .8103 493.73 580.6 611.75 1.0845 663.45

2006.............. 2.2 580.6 611.75 13.3 15.4 596.33 20.2 .8208 513.15 589.1 627.64 1.0845 680.69

2007.............. 2.7 589.1 627.64 13.3 15.7 618.84 20.6 .8276 533.43 597.5 647.17 1.0845 701.87

2008.............. 2.8 597.5 647.17 13.4 15.9 643.34 21.0 .8344 555.09 605.8 668.05 1.0845 724.52

2009.............. 2.8 605.8 668.05 13.4 16.0 669.35 21.4 .8415 577.89 613.8 689.71 1.0845 748.01

2010.............. 2.8 613.8 689.71 13.4 16.1 697.34 21.8 .8496 602.36 621.5 712.20 1.0845 772.40

2011.............. 2.8 621.5 712.20 13.4 16.2 725.45 22.2 .8556 626.40 628.9 735.56 1.0845 797.73

2012.............. 2.8 628.9 735.56 13.3 16.3 753.78 22.6 .8603 650.52 635.9 759.79 1.0845 824.01

2013.............. 2.8 635.9 759.79 13.2 16.4 783.52 22.9 .8654 675.90 642.5 784.93 1.0845 851.27

2014.............. 2.8 642.5 784.93 13.1 16.5 814.61 23.3 .8707 702.59 648.7 811.01 1.0845 879.56

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

200

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 2005 Trustees Report intermediate set of assumptions.

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

Awarded, Terminated, and In Current-Payment Status

(Calendar years 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force 

beginning of year

Accessions

during year

Terminations

during year

In force

end of year

Current-payment

status end of year

Number

Average

benefit Awards

ConversionsAverage

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

1980 ........... 14.3 524.8 $225.24 300.5 16.6 $253.10 307.6 0.9412 $242.30 534.4 $263.59 1.0070 $265.44

1981 ........... 11.2 534.4 263.59 295.4 14.2 284.99 306.0 .9384 275.05 537.9 298.71 1.0099 301.68

1982 ........... 7.4 537.9 298.71 241.0 26.6 305.39 433.0 1.1324 363.30 372.5 260.36 1.0014 260.71

1983 ........... 3.5 372.5 260.36 158.4 21.3 315.53 324.9 1.1933 321.56 227.3 231.42 1.0086 233.41

1984 ........... 3.5 227.3 231.42 136.6 18.5 341.43 243.4 1.2452 298.26 139.0 250.38 1.0271 257.16

1985 ........... 3.1 139.0 250.38 119.3 15.9 362.18 205.7 1.1433 295.13 68.5 352.40 1.0239 360.83

1986 ........... 1.3 68.5 352.40 110.6 15.0 378.30 129.6 1.0492 374.56 64.6 363.17 1.0348 375.82

1987 ........... 4.2 64.6 363.17 108.4 14.3 401.52 125.5 1.0549 399.21 61.8 382.07 1.0472 400.09

1988 ........... 4.0 61.8 382.07 119.7 14.2 426.20 123.8 1.0659 423.54 71.9 405.99 1.0460 424.65

1989 ........... 4.7 71.9 405.99 106.3 13.2 450.34 123.8 1.0576 449.55 67.6 424.91 1.0541 447.90

1990 ........... 5.4 67.6 424.91 101.6 12.2 471.87 115.2 1.0596 474.54 66.2 442.73 1.0639 471.02

1991 ........... 3.7 66.2 442.73 97.5 11.4 488.74 108.6 1.0715 491.93 66.6 454.07 1.0708 486.23

1992 ........... 3.0 66.6 454.07 97.3 10.9 502.57 106.0 1.0784 504.37 68.7 465.99 1.0818 504.10

1993 ........... 2.6 68.7 465.99 98.5 10.8 513.84 108.1 1.0865 519.46 70.0 470.10 1.0955 514.97

1994 ........... 2.8 70.0 470.10 95.5 10.5 529.65 107.4 1.1000 531.60 68.6 479.29 1.1104 532.22

1995 ........... 2.6 68.6 479.29 94.6 10.2 543.65 103.9 1.1136 547.63 69.6 486.52 1.1233 546.53

1996 ........... 2.9 69.6 486.52 96.8 10.2 556.15 105.5 1.1183 559.86 71.2 496.34 1.1298 560.79

1997 ........... 2.1 71.2 496.34 102.1 10.5 566.31 110.0 1.1224 568.80 73.7 505.09 1.1278 569.62

1998 ........... 1.3 73.7 505.09 101.6 10.5 575.18 111.9 1.1256 575.91 73.9 510.74 1.1354 579.90

1999 ........... 1 2.5 73.9 510.74 101.4 10.6 594.25 114.7 1.1336 593.43 71.2 522.19 1.1409 595.78

2000 ........... 3.5 71.2 522.19 101.0 10.8 624.45 111.9 1.1502 621.64 71.1 544.77 1.1540 628.66

2001 ........... 2.6 71.1 544.77 100.8 11.3 644.52 111.4 1.1534 644.67 71.9 559.60 1.1501 643.60

2002 ........... 1.4 71.9 559.60 105.5 11.8 653.85 112.6 1.1584 657.32 76.6 567.68 1.1439 649.39

2003 ........... 2.1 76.6 567.68 105.4 12.0 673.21 115.2 1.1604 672.55 78.9 583.26 1.1436 667.00

2004 ........... 2.7 78.9 583.26 107.0 13.4 694.74 137.2 1.1358 680.38 62.1 604.86 1.1391 688.99

2005 ........... 2.0 62.1 604.86 107.3 12.7 712.18 114.8 1.1582 714.57 67.3 620.20 1.1391 706.47

2006 ........... 2.2 67.3 620.20 109.5 12.9 734.13 120.2 1.1566 733.11 69.6 638.88 1.1391 727.75

2007 ........... 2.7 69.6 638.88 112.9 13.3 761.85 123.8 1.1584 760.04 71.9 662.71 1.1391 754.88

2008 ........... 2.8 71.9 662.71 114.8 13.6 792.00 127.1 1.1579 788.86 73.2 688.63 1.1391 784.41

2009 ........... 2.8 73.2 688.63 114.6 13.7 824.03 128.3 1.1573 819.29 73.1 716.13 1.1391 815.74

2010 ........... 2.8 73.1 716.13 113.6 13.6 858.49 127.8 1.1581 852.58 72.6 745.69 1.1391 849.41

2011 ........... 2.8 72.6 745.69 113.0 13.5 893.09 126.9 1.1579 887.62 72.2 775.53 1.1391 883.39

2012 ........... 2.8 72.2 775.53 112.4 13.5 927.96 126.2 1.1575 922.80 71.8 805.66 1.1391 917.72

2013 ........... 2.8 71.8 805.66 111.7 13.4 964.58 125.5 1.1579 958.99 71.4 837.25 1.1391 953.71

2014 ........... 2.8 71.4 837.25 110.6 13.3 1,002.86 124.6 1.1579 996.56 70.7 870.30 1.1391 991.35

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
201

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 2005 Trustees Report intermediate set of assumptions.

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 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of year

Average

benefit

Widows

1980........... 14.3 4,202.4 $269.72 424.7 $314.70 331.0 0.8996 $277.33 4,296.1 $311.31 1.0007 $311.51

1985........... 3.1 4,678.7 414.38 467.1 444.08 371.4 .9173 391.89 4,774.4 431.62 1.0053 433.92

1990........... 5.4 5,004.3 516.88 415.8 570.14 373.9 .9178 500.00 5,046.2 550.20 1.0131 557.39

1995........... 2.6 5,136.2 644.05 397.1 679.54 407.6 .9088 600.51 5,125.6 667.04 1.0212 681.20

1996........... 2.9 5,125.6 667.04 391.4 702.41 405.6 .9137 627.14 5,111.4 692.32 1.0230 708.26

1997........... 2.1 5,111.4 692.32 393.5 714.69 552.2 .9423 666.07 4,952.7 712.02 1.0287 732.45

1998........... 1.3 4,952.7 712.02 395.6 725.36 458.3 .9183 662.39 4,890.0 727.13 1.0318 750.25

1999........... 1 2.5 4,890.0 727.13 419.8 729.15 459.9 .9099 678.18 4,849.8 750.27 1.0344 776.07

2000........... 3.5 4,849.8 750.27 455.4 732.60 496.2 .8782 681.92 4,809.0 782.14 1.0379 811.78

2001........... 2.6 4,809.0 782.14 443.5 752.08 504.4 .8681 696.60 4,748.1 809.01 1.0414 842.49

2002........... 1.4 4,748.1 809.01 467.3 751.77 507.0 .8524 699.24 4,708.4 826.57 1.0438 862.81

2003........... 2.1 4,708.4 826.57 453.4 780.23 520.1 .8705 734.65 4,641.7 849.95 1.0465 889.51

2004........... 2.7 4,641.7 849.95 458.6 790.08 630.0 .8892 776.20 4,470.4 878.03 1.0500 921.93

2005........... 2.0 4,470.4 878.03 456.8 810.23 533.6 .8322 745.35 4,393.6 904.96 1.0500 950.21

2006........... 2.2 4,393.6 904.96 461.9 835.90 522.3 .8285 766.26 4,333.2 934.51 1.0500 981.23

2007........... 2.7 4,333.2 934.51 466.9 864.27 511.3 .8226 789.44 4,288.8 969.65 1.0500 1,018.13

2008........... 2.8 4,288.8 969.65 468.3 895.56 502.1 .8187 816.05 4,255.0 1,006.98 1.0500 1,057.33

2009........... 2.8 4,255.0 1,006.98 471.6 927.16 501.1 .8169 845.61 4,225.5 1,045.60 1.0500 1,097.88

2010........... 2.8 4,225.5 1,045.60 472.9 960.97 500.4 .8162 877.30 4,198.0 1,085.60 1.0500 1,139.88

2011........... 2.8 4,198.0 1,085.60 477.6 998.50 499.5 .8147 909.21 4,176.1 1,127.30 1.0500 1,183.66

2012........... 2.8 4,176.1 1,127.30 482.7 1,037.38 496.5 .8120 941.03 4,162.3 1,170.76 1.0500 1,229.29

2013........... 2.8 4,162.3 1,170.76 485.5 1,077.83 494.6 .8106 975.60 4,153.3 1,215.98 1.0500 1,276.78

2014........... 2.8 4,153.3 1,215.98 487.8 1,120.89 493.2 .8097 1,012.12 4,147.9 1,263.13 1.0500 1,326.28

Widowers

1980........... 14.3 20.9 201.04 11.4 194.60 7.2 .8053 185.05 25.2 226.55 1.0565 239.36

1985........... 3.1 40.0 277.86 17.3 260.82 14.6 .9140 261.84 42.6 284.55 1.1169 317.81

1990........... 5.4 53.3 329.98 17.9 326.01 16.6 .9116 317.06 54.6 350.00 1.1669 408.40

1995........... 2.6 56.7 404.86 17.4 388.29 15.3 .9011 374.31 58.7 418.07 1.1964 500.19

1996........... 2.9 58.7 418.07 17.2 400.32 16.0 .9027 388.32 59.9 432.82 1.2029 520.66

1997........... 2.1 59.9 432.82 17.3 410.67 19.5 .9316 411.69 57.7 442.79 1.2072 534.52

1998........... 1.3 57.7 442.79 17.7 416.06 17.3 .8949 401.41 58.1 452.64 1.2131 549.10

1999........... 1

 2.5 58.1 452.64 19.6 427.57 20.5 .8929 414.26 57.2 469.34 1.2196 572.42

2000........... 3.5 57.2 469.34 22.2 431.36 20.5 .8428 409.38 58.8 491.91 1.2337 606.86

2001........... 2.6 58.8 491.91 22.6 447.32 21.1 .8465 427.21 60.3 510.29 1.2480 636.83

2002........... 1.4 60.3 510.29 25.6 457.76 28.3 .8582 444.05 57.5 527.08 1.2574 662.75

2003........... 2.1 57.5 527.08 26.3 491.10 26.1 .8642 465.05 57.7 549.79 1.2690 697.71

2004........... 2.7 57.7 549.79 27.1 512.72 23.7 .8416 475.21 61.2 576.24 1.2774 736.06

2005........... 2.0 61.2 576.24 26.7 525.79 26.1 .8126 477.62 61.7 607.54 1.2774 776.04

2006........... 2.2 61.7 607.54 27.6 542.46 26.1 .8000 496.72 63.2 637.99 1.2774 814.93

2007........... 2.7 63.2 637.99 28.7 560.86 26.8 .7882 516.42 65.2 670.66 1.2774 856.66

2008........... 2.8 65.2 670.66 29.4 581.17 27.7 .7850 541.20 66.8 703.31 1.2774 898.37

2009........... 2.8 66.8 703.31 29.8 601.68 28.2 .7804 564.26 68.4 735.58 1.2774 939.60

2010........... 2.8 68.4 735.58 30.0 623.62 28.7 .7789 588.95 69.8 767.90 1.2774 980.88

2011........... 2.8 69.8 767.90 30.7 647.98 29.2 .7755 612.18 71.2 801.13 1.2774 1,023.33

2012........... 2.8 71.2 801.13 31.2 673.20 29.5 .7716 635.48 73.0 835.25 1.2774 1,066.91

2013........... 2.8 73.0 835.25 31.8 699.45 30.1 .7705 661.58 74.7 870.31 1.2774 1,111.69

2014........... 2.8 74.7 870.31 32.5 727.40 30.7 .7686 687.65 76.5 906.59 1.2774 1,158.03

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
Benefit Payments

202

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 2005 Trustees Report intermediate set of assumptions.

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

Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Mothers

1980 ........... 14.3 620.4 $216.02 99.9 $247.60 110.6 0.9655 $238.39 609.7 $248.57 1.0026 $249.21

1985 ........... 3.1 417.8 327.14 67.0 324.39 80.1 .9479 319.69 404.6 338.63 1.0017 339.20

1990 ........... 5.4 347.5 392.89 52.6 407.24 60.2 .9761 404.20 339.9 414.80 1.0050 416.88

1995 ........... 2.6 312.8 467.26 46.6 473.80 53.8 .9766 468.21 305.6 480.53 1.0099 485.28

1996 ........... 2.9 305.6 480.53 43.5 507.26 54.2 .8654 427.89 294.9 508.59 1.0216 519.56

1997 ........... 2.1 294.9 508.59 39.3 531.13 52.0 .9722 504.85 282.2 523.57 1.0246 536.45

1998 ........... 1.3 282.2 523.57 38.1 543.99 48.2 .9757 517.50 272.2 534.56 1.0278 549.43

1999 ........... 1 2.5 272.2 534.56 37.5 580.29 47.1 .9891 541.94 262.6 553.63 1.0299 570.19

2000 ........... 3.5 262.6 553.63 35.9 611.64 46.3 .9801 561.60 252.2 580.60 1.0328 599.67

2001 ........... 2.6 252.2 580.60 36.2 646.60 44.6 .9833 585.72 243.7 605.08 1.0341 625.73

2002 ........... 1.4 243.7 605.08 36.5 665.38 43.7 .9738 597.45 236.5 624.53 1.0336 645.53

2003 ........... 2.1 236.5 624.53 34.7 688.78 41.2 .9797 624.68 230.1 647.68 1.0336 669.47

2004 ........... 2.7 230.1 647.68 35.5 704.51 42.5 .9326 620.32 223.1 679.98 1.0229 695.52

2005 ........... 2.0 223.1 679.98 35.0 722.19 40.2 .9744 675.82 217.8 701.46 1.0229 717.49

2006 ........... 2.2 217.8 701.46 34.8 744.46 39.5 .9739 698.21 213.2 724.85 1.0229 741.42

2007 ........... 2.7 213.2 724.85 34.7 772.57 38.7 .9735 724.72 209.2 752.74 1.0229 769.94

2008 ........... 2.8 209.2 752.74 34.6 803.14 38.1 .9737 753.49 205.7 782.51 1.0229 800.39

2009 ........... 2.8 205.7 782.51 34.5 835.62 37.7 .9745 783.88 202.4 813.56 1.0229 832.15

2010 ........... 2.8 202.4 813.56 34.3 870.56 37.1 .9756 815.90 199.7 846.01 1.0229 865.35

2011 ........... 2.8 199.7 846.01 34.2 905.65 36.6 .9760 848.84 197.3 879.80 1.0229 899.91

2012 ........... 2.8 197.3 879.80 34.2 941.01 36.2 .9765 883.22 195.3 914.77 1.0229 935.67

2013 ........... 2.8 195.3 914.77 34.2 978.14 35.8 .9771 918.86 193.6 951.02 1.0229 972.76

2014 ........... 2.8 193.6 951.02 34.1 1,016.96 35.5 .9774 955.52 192.3 988.72 1.0229 1,011.31

Fathers

1980 ........... 14.3 21.0 142.29 7.9 151.50 5.8 .9141 148.67 23.1 162.35 .8808 142.99

1985 ........... 3.1 27.2 210.92 5.3 205.48 4.7 .9753 212.08 27.8 216.10 .9045 195.47

1990 ........... 5.4 26.4 273.86 4.6 291.67 4.4 .9363 270.27 26.6 292.18 .9055 264.56

1995 ........... 2.6 23.6 345.76 4.7 367.05 4.8 .9258 328.43 23.5 362.64 .9688 351.33

1996 ........... 2.9 23.5 362.64 4.1 403.82 5.0 .7753 289.31 22.6 397.41 1.0460 415.68

1997 ........... 2.1 22.6 397.41 3.6 424.84 4.7 .9441 383.08 21.5 413.98 1.0577 437.88

1998 ........... 1.3 21.5 413.98 3.8 435.85 4.2 .9492 398.08 21.0 426.62 1.0624 453.22

1999 ........... 1

 2.5 21.0 426.62 3.8 459.55 4.1 .9610 420.23 20.7 444.67 1.0663 474.13

2000 ........... 3.5 20.7 444.67 3.8 496.11 4.1 .9571 440.49 20.5 470.91 1.0676 502.76

2001 ........... 2.6 20.5 470.91 4.1 531.16 4.2 .9661 466.80 20.4 496.08 1.0645 528.10

2002 ........... 1.4 20.4 496.08 4.3 532.62 4.2 .9410 473.36 20.5 515.23 1.0625 547.43

2003 ........... 2.1 20.5 515.23 4.5 550.30 4.3 .9335 491.06 20.7 538.60 1.0592 570.46

2004 ........... 2.7 20.7 538.60 4.5 576.43 4.5 .9082 502.36 20.7 569.36 1.0435 594.10

2005 ........... 2.0 20.7 569.36 4.4 590.90 4.4 .9593 557.11 20.7 587.98 1.0435 613.53

2006 ........... 2.2 20.7 587.98 4.4 609.11 4.4 .9603 577.05 20.7 607.79 1.0435 634.21

2007 ........... 2.7 20.7 607.79 4.4 632.11 4.4 .9609 599.77 20.6 631.15 1.0435 658.58

2008 ........... 2.8 20.6 631.15 4.4 657.13 4.4 .9614 623.77 20.6 655.99 1.0435 684.50

2009 ........... 2.8 20.6 655.99 4.4 683.70 4.4 .9623 648.97 20.5 681.85 1.0435 711.48

2010 ........... 2.8 20.5 681.85 4.3 712.29 4.4 .9636 675.40 20.4 708.89 1.0435 739.69

2011 ........... 2.8 20.4 708.89 4.3 741.00 4.4 .9635 702.13 20.3 737.11 1.0435 769.14

2012 ........... 2.8 20.3 737.11 4.3 769.94 4.4 .9638 730.29 20.3 766.29 1.0435 799.59

2013 ........... 2.8 20.3 766.29 4.3 800.32 4.4 .9641 759.47 20.2 796.56 1.0435 831.18

2014 ........... 2.8 20.2 796.56 4.3 832.08 4.4 .9644 789.67 20.2 828.01 1.0435 864.00

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
OASI Dollars

203

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 2005 Trustees Report intermediate set of assumptions.

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

Awarded, Terminated, and In Current-Payment Status

(By gender, calendar years 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Male

1980........... 14.3 0.8 $215.27 0.1 $229.80 0.1 0.9086 $223.56 0.7 $248.42 0.9996 $248.32

1985........... 3.1 .6 333.63 1/ 339.63 .1 .8527 293.32 .6 350.63 1.0018 351.25

1990........... 5.4 .5 433.41 1/ 456.60 .1 .8063 368.33 .5 466.39 1.0107 471.40

1995........... 2.6 .5 544.61 1/ 552.58 1/ .9601 536.50 .5 560.13 1.0317 577.89

1996........... 2.9 .5 560.13 1/ 514.01 1/ .8297 478.21 .4 581.27 1.0343 601.21

1997........... 2.1 .4 581.27 1/ 557.59 1/ .8874 526.67 .4 598.62 1.0345 619.30

1998........... 1.3 .4 598.62 1/ 598.56 1/ 1.0442 633.21 .4 603.27 1.0336 623.53

1999........... 2 2.5 .4 603.27 1/ 604.35 1/ .9914 613.02 .4 618.25 1.0388 642.26

2000........... 3.5 .4 618.25 1/ 643.40 1/ .9432 603.55 .4 642.60 1.0424 669.83

2001........... 2.6 .4 642.60 1/ 678.56 1/ 1.0271 677.21 .4 659.55 1.0448 689.09

2002........... 1.4 .4 659.55 1/ 838.34 1/ .9913 662.99 .4 675.52 1.0474 707.53

2003........... 2.1 .4 675.52 1/ 664.13 1/ .9145 630.73 .3 692.68 1.0692 740.63

2004........... 2.7 .3 692.68 1/ 589.42 1/ .8228 585.31 .3 714.97 1.0654 761.75

2005........... 2.0 .3 714.97 1/ 604.45 1/ .7969 581.17 .3 734.12 1.0654 782.15

2006........... 2.2 .3 734.12 1/ 623.61 1/ .8642 648.36 .3 750.35 1.0654 799.44

2007........... 2.7 .3 750.35 1/ 644.77 1/ .8833 680.65 .3 769.75 1.0654 820.11

2008........... 2.8 .3 769.75 1/ 668.11 1/ .8881 702.72 .3 790.96 1.0654 842.71

2009........... 2.8 .3 790.96 1/ 691.68 1/ .8918 725.15 .3 812.92 1.0654 866.10

2010........... 2.8 .3 812.92 1/ 716.91 1/ .9083 759.04 .3 835.20 1.0654 889.84

2011........... 2.8 .3 835.20 1/ 744.91 1/ .9210 790.77 .3 857.71 1.0654 913.82

2012........... 2.8 .3 857.71 1/ 773.91 1/ .9251 815.64 .3 881.50 1.0654 939.18

2013........... 2.8 .3 881.50 1/ 804.09 1/ .9317 844.32 .3 906.41 1.0654 965.72

2014........... 2.8 .3 906.41 1/ 836.21 1/ .9308 867.32 .3 932.34 1.0654 993.34

Female

1980........... 14.3 15.4 239.54 .7 317.00 1.8 .9676 264.91 14.2 276.94 1.0017 277.41

1985........... 3.1 10.1 363.96 .3 374.44 1.2 .9486 355.95 9.2 377.73 1.0054 379.77

1990........... 5.4 6.4 449.95 .2 519.47 .7 .9786 464.07 5.8 477.13 1.0123 483.02

1995........... 2.6 4.3 556.99 .2 619.06 .5 .9612 549.31 4.0 576.11 1.0278 592.12

1996........... 2.9 4.0 576.11 .1 620.16 .4 .9526 564.75 3.7 597.13 1.0296 614.80

1997........... 2.1 3.7 597.13 .1 635.72 .4 .8991 548.16 3.5 616.97 1.0331 637.36

1998........... 1.3 3.5 616.97 .1 683.32 .3 .9594 599.63 3.3 629.78 1.0381 653.79

1999........... 2

 2.5 3.3 629.78 .1 699.52 .3 .9565 617.45 3.1 650.56 1.0410 677.24

2000........... 3.5 3.1 650.56 .1 719.40 .3 .9692 652.56 2.9 677.12 1.0448 707.47

2001........... 2.6 2.9 677.12 .1 795.90 .3 1.0104 701.98 2.7 697.79 1.0506 733.12

2002........... 1.4 2.7 697.79 .1 833.91 .3 .9482 670.90 2.6 717.42 1.0563 757.82

2003........... 2.1 2.6 717.42 .1 786.85 .2 .9693 710.02 2.5 736.95 1.0634 783.66

2004........... 2.7 2.5 736.95 .1 796.95 .2 .9336 706.63 2.3 762.74 1.0689 815.32

2005........... 2.0 2.3 762.74 .1 817.27 .2 .8981 698.69 2.2 788.46 1.0689 842.81

2006........... 2.2 2.2 788.46 .1 843.17 .2 .8941 720.48 2.0 816.85 1.0689 873.16

2007........... 2.7 2.0 816.85 .1 871.78 .2 .8910 747.46 1.9 850.28 1.0689 908.90

2008........... 2.8 1.9 850.28 .1 903.34 .2 .8856 774.09 1.8 886.35 1.0689 947.45

2009........... 2.8 1.8 886.35 .1 935.22 .2 .8812 802.96 1.7 924.19 1.0689 987.90

2010........... 2.8 1.7 924.19 .1 969.33 .2 .8772 833.39 1.6 963.77 1.0689 1,030.21

2011........... 2.8 1.6 963.77 .1 1,007.19 .2 .8724 864.38 1.5 1,005.41 1.0689 1,074.72

2012........... 2.8 1.5 1,005.41 .1 1,046.40 .2 .8703 899.47 1.4 1,048.91 1.0689 1,121.22

2013........... 2.8 1.4 1,048.91 .1 1,087.20 .1 .8660 933.80 1.3 1,094.50 1.0689 1,169.95

2014........... 2.8 1.3 1,094.50 .1 1,130.63 .1 .8616 969.44 1.3 1,142.24 1.0689 1,220.98

1 Fewer than 50. 2 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
204

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 2005 Trustees Report intermediate set of assumptions.

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 1980-2014)

[Numbers in thousands]

Year

Benefit

increase

(percent)

In force

beginning of year

Awards

during year

Terminations

during year

In force

end of year

Current-payment status

end of year

Number

Average

benefit Number

Average

benefit Number

Ratio to

average

benefit

in force

beginning

of year

Average

benefit Number

Average

benefit

Ratio to

average

benefit

in force

end of

year

Average

benefit

Disabled widows

1980 ........... 14.3 129.7 $180.62 15.8 $205.40 18.2 1.0373 $214.15 127.3 $205.22 1.0007 $205.35

1985 ........... 3.1 107.5 306.48 16.7 308.22 18.3 .9925 313.60 105.9 315.16 1.0045 316.58

1990 ........... 5.4 101.9 366.26 14.9 403.26 15.6 1.0031 387.25 101.3 388.39 1.0075 391.30

1995 ........... 2.6 160.2 446.87 28.7 462.32 16.5 1.0022 459.48 172.4 459.03 1.0054 461.49

1996 ........... 2.9 172.4 459.03 27.7 467.57 18.9 .9996 472.14 181.3 471.64 1.0056 474.30

1997 ........... 2.1 181.3 471.64 27.6 479.68 21.8 1.0011 482.08 187.0 481.20 1.0055 483.87

1998 ........... 1.3 187.0 481.20 28.4 485.20 22.3 .9793 477.36 193.1 488.29 1.0055 490.96

1999 ........... 1 2.5 193.1 488.29 28.6 507.12 24.3 1.0027 501.85 197.3 501.29 1.0053 503.94

2000 ........... 3.5 197.3 501.29 27.0 532.56 24.6 .9945 515.98 199.7 521.04 1.0054 523.83

2001 ........... 2.6 199.7 521.04 27.1 553.33 24.6 .9800 523.89 202.1 538.40 1.0053 541.23

2002 ........... 1.4 202.1 538.40 28.2 569.84 25.0 1.0061 549.26 205.3 548.82 1.0077 553.03

2003 ........... 2.1 205.3 548.82 27.2 585.03 25.5 .9834 551.04 207.0 564.73 1.0077 569.07

2004 ........... 2.7 207.0 564.73 26.7 601.37 25.3 .9861 571.92 208.4 583.70 1.0082 588.46

2005 ........... 2.0 208.4 583.70 26.7 615.44 25.4 .9626 573.12 209.7 600.62 1.0082 605.52

2006 ........... 2.2 209.7 600.62 26.5 636.61 24.6 .9786 600.68 211.6 618.22 1.0082 623.26

2007 ........... 2.7 211.6 618.22 26.0 662.89 24.5 .9803 622.40 213.1 639.76 1.0082 644.98

2008 ........... 2.8 213.1 639.76 25.4 688.81 23.7 .9787 643.64 214.8 662.92 1.0082 668.32

2009 ........... 2.8 214.8 662.92 24.8 716.11 22.4 .9764 665.37 217.2 687.09 1.0082 692.70

2010 ........... 2.8 217.2 687.09 24.2 746.00 20.9 .9736 687.67 220.5 712.45 1.0082 718.26

2011 ........... 2.8 220.5 712.45 23.6 777.03 25.6 .9785 716.64 218.5 739.08 1.0082 745.11

2012 ........... 2.8 218.5 739.08 23.2 806.56 26.9 .9774 742.58 214.8 766.98 1.0082 773.24

2013 ........... 2.8 214.8 766.98 22.8 839.03 27.8 .9785 771.51 209.8 796.20 1.0082 802.69

2014 ........... 2.8 209.8 796.20 22.4 872.95 26.5 .9762 799.01 205.8 826.93 1.0082 833.68

Disabled widowers

1980 ........... 14.3 .9 134.39 .3 134.80 .1 1.0150 155.92 1.0 148.22 .9816 145.49

1985 ........... 3.1 1.3 192.67 .3 180.49 .3 1.0775 214.03 1.4 191.38 .9994 191.27

1990 ........... 5.4 1.7 221.41 .4 261.78 .3 1.0943 255.36 1.7 235.62 1.0119 238.42

1995 ........... 2.6 3.5 291.07 .8 306.49 .4 1.0638 317.67 4.0 298.49 1.0305 307.59

1996 ........... 2.9 4.0 298.49 .8 318.18 .5 1.0250 314.84 4.3 308.40 1.0312 318.01

1997 ........... 2.1 4.3 308.40 .8 331.25 .6 .9883 311.21 4.6 318.33 1.0269 326.89

1998 ........... 1.3 4.6 318.33 .9 336.35 .6 .9729 313.74 5.0 325.96 1.0214 332.94

1999 ........... 1 2.5 5.0 325.96 1.0 348.84 .6 1.1118 371.45 5.4 332.67 1.0229 340.27

2000 ........... 3.5 5.4 332.67 1.0 382.42 .7 .9433 324.80 5.6 353.87 1.0221 361.68

2001 ........... 2.6 5.6 353.87 1.1 383.77 .7 1.0086 366.20 6.0 366.44 1.0229 374.84

2002 ........... 1.4 6.0 366.44 1.3 405.72 1.2 1.0099 375.27 6.1 377.90 1.0179 384.67

2003 ........... 2.1 6.1 377.90 1.3 418.57 .8 .9853 380.17 6.5 392.85 1.0202 400.78

2004 ........... 2.7 6.5 392.85 1.3 428.04 .9 .9707 391.64 7.0 409.65 1.0170 416.60

2005 ........... 2.0 7.0 409.65 1.3 438.06 1.0 .9619 401.94 7.3 423.65 1.0170 430.83

2006 ........... 2.2 7.3 423.65 1.4 453.12 1.0 .9673 418.80 7.7 438.36 1.0170 445.79

2007 ........... 2.7 7.7 438.36 1.4 471.83 1.0 .9678 435.71 8.1 455.70 1.0170 463.42

2008 ........... 2.8 8.1 455.70 1.4 490.28 1.0 .9652 452.16 8.4 474.09 1.0170 482.13

2009 ........... 2.8 8.4 474.09 1.4 509.71 1.0 .9660 470.81 8.8 492.95 1.0170 501.31

2010 ........... 2.8 8.8 492.95 1.5 530.98 1.0 .9668 489.90 9.2 512.48 1.0170 521.17

2011 ........... 2.8 9.2 512.48 1.5 553.07 1.2 .9712 511.67 9.5 532.80 1.0170 541.84

2012 ........... 2.8 9.5 532.80 1.5 574.09 1.3 .9695 531.00 9.8 553.97 1.0170 563.37

2013 ........... 2.8 9.8 553.97 1.6 597.20 1.3 .9717 553.39 10.0 575.98 1.0170 585.75

2014 ........... 2.8 10.0 575.98 1.6 621.34 1.4 .9717 575.35 10.2 598.93 1.0170 609.09

1 Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.
OASI Dollars

205

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 2005 Trustees Report intermediate set of assumptions.

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

(End of calendar years 1980-2014)

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 .......................................... ... ... ...

2006 .......................................... ... ... ...

2007 .......................................... ... ... ...

2008 .......................................... ... ... ...

2009 .......................................... ... ... ...

2010 .......................................... ... ... ...

2011 .......................................... ... ... ...

2012 .......................................... ... ... ...

2013 .......................................... ... ... ...

2014 .......................................... ... ... ...
206

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Male retired workers Female retired workers Total retired workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment 

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment 

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 10,278.5 $352.97 12.030 $43,644.3 8,889.1 $276.16 12.028 $29,526.9 19,167.6 $317.35 12.029 $73,171.1

1981 ........... 10,571.8 405.57 12.022 51,544.9 9,220.1 315.38 12.023 34,960.1 19,791.9 363.56 12.022 86,505.0

1982 ........... 10,853.5 449.62 12.030 58,707.4 9,538.8 347.86 12.023 39,894.8 20,392.2 402.02 12.027 98,602.2

1983 ........... 11,194.1 473.71 12.006 63,662.8 9,866.2 363.98 12.009 43,125.5 21,060.2 422.30 12.007 106,788.3

1984 ........... 11,431.5 497.06 12.021 68,302.5 10,156.8 380.85 12.016 46,480.6 21,588.3 442.39 12.019 114,783.2

1985 ........... 11,665.3 520.02 12.021 72,919.1 10,442.4 398.04 12.013 49,931.5 22,107.7 462.40 12.017 122,850.6

1986 ........... 11,920.2 540.54 12.021 77,452.4 10,726.7 413.54 12.012 53,284.6 22,646.9 480.39 12.017 130,737.1

1987 ........... 12,185.7 552.29 12.010 80,824.8 11,009.8 422.01 12.005 55,778.3 23,195.5 490.45 12.008 136,603.1

1988 ........... 12,387.8 580.00 12.003 86,242.2 11,244.3 442.91 12.000 59,764.5 23,632.1 514.77 12.002 146,006.7

1989 ........... 12,591.3 607.68 12.002 91,829.6 11,470.0 463.95 12.000 63,854.9 24,061.3 539.16 12.001 155,684.4

1990 ........... 12,835.1 641.33 12.003 98,804.3 11,713.1 489.59 11.999 68,810.1 24,548.2 568.93 12.001 167,614.3

1991 ........... 13,086.0 681.14 12.000 106,959.6 11,939.3 519.93 11.998 74,480.9 25,025.3 604.23 11.999 181,440.5

1992 ........... 13,327.3 711.22 11.998 113,718.8 12,152.9 543.04 11.998 79,178.1 25,480.1 631.01 11.998 192,896.9

1993 ........... 13,535.4 737.18 12.005 119,784.0 12,344.2 563.33 12.005 83,478.5 25,879.6 654.26 12.005 203,262.5

1994 ........... 13,686.3 760.98 12.006 125,039.0 12,504.7 582.26 12.003 87,394.8 26,191.0 675.65 12.005 212,433.7

1995 ........... 13,829.9 786.94 12.007 130,674.5 12,662.7 602.87 12.005 91,643.4 26,492.6 698.96 12.006 222,317.8

1996 ........... 13,932.7 811.85 12.009 135,840.1 12,789.9 623.01 12.008 95,681.2 26,722.7 721.47 12.009 231,521.3

1997 ........... 14,044.9 839.87 11.999 141,534.3 12,936.2 645.70 12.034 100,516.8 26,981.1 746.77 12.013 242,051.2

1998 ........... 14,139.2 862.43 11.998 146,306.8 13,219.1 664.42 11.994 105,346.9 27,358.2 766.76 11.997 251,653.7

1999 ........... 14,236.8 879.52 12.000 150,253.2 13,360.7 678.09 11.999 108,707.5 27,597.5 782.00 11.999 258,960.7

2000 ........... 14,649.0 911.64 11.912 159,084.0 13,627.6 701.08 11.959 114,252.4 28,276.6 810.16 11.932 273,336.4

2001 ........... 14,869.7 954.86 11.994 170,298.9 13,833.4 732.97 11.993 121,599.7 28,703.2 847.92 11.994 291,898.5

2002 ........... 15,033.9 988.75 11.995 178,305.4 14,003.8 759.41 11.997 127,581.3 29,037.7 878.14 11.996 305,886.7

2003 ........... 15,168.0 1,011.88 12.000 184,174.4 14,185.0 777.26 11.996 132,257.0 29,353.0 898.50 11.998 316,431.4

2004 ........... 15,328.1 1,042.91 12.001 191,851.9 14,390.3 800.81 11.997 138,250.8 29,718.3 925.68 11.999 330,102.6

2005-I......... 15,430.9 1,076.36 3.000 49,827.5 14,520.5 825.88 3.000 35,976.8 29,951.4 954.93 3.000 85,804.2

2005-II ....... 15,478.1 1,077.77 3.000 50,045.6 14,571.6 826.55 3.000 36,132.7 30,049.8 955.95 3.000 86,178.3

2005-III...... 15,560.4 1,079.51 3.000 50,392.6 14,662.8 827.55 3.000 36,402.6 30,223.2 957.27 3.000 86,795.2

2005-IV...... 15,621.2 1,081.57 3.000 50,686.0 14,741.8 828.72 3.000 36,650.4 30,363.0 958.80 3.000 87,336.4

2006-I......... 15,636.4 1,104.92 3.000 51,830.9 14,771.9 846.04 3.000 37,492.9 30,408.2 979.16 3.000 89,323.9

2006-II ....... 15,699.4 1,106.22 3.000 52,101.2 14,832.3 847.44 3.000 37,708.5 30,531.7 980.51 3.000 89,809.6

2006-III...... 15,796.2 1,107.86 3.000 52,499.8 14,935.8 849.18 3.000 38,049.4 30,732.0 982.14 3.000 90,549.1

2006-IV...... 15,867.6 1,109.82 3.000 52,830.7 15,031.6 851.08 3.000 38,379.5 30,899.2 983.95 3.000 91,210.1

2007-I......... 15,894.1 1,135.95 3.000 54,164.7 15,074.8 871.12 3.000 39,396.2 30,969.0 1,007.04 3.000 93,560.9

2007-II ....... 15,972.0 1,137.40 3.000 54,499.9 15,143.8 872.74 3.000 39,649.9 31,115.8 1,008.59 3.000 94,149.8

2007-III...... 16,084.8 1,139.20 3.000 54,971.4 15,258.6 874.71 3.000 40,040.5 31,343.4 1,010.44 3.000 95,011.9

2007-IV...... 16,172.7 1,141.34 3.000 55,375.7 15,369.4 876.85 3.000 40,429.9 31,542.1 1,012.46 3.000 95,805.6

2008-I......... 16,213.6 1,174.07 3.000 57,107.6 15,425.2 902.05 3.000 41,743.2 31,638.8 1,041.45 3.000 98,850.8

2008-II ....... 16,304.3 1,175.77 3.000 57,510.2 15,505.2 903.87 3.000 42,043.8 31,809.5 1,043.23 3.000 99,554.0

2008-III...... 16,433.1 1,177.81 3.000 58,065.4 15,634.2 906.04 3.000 42,495.6 32,067.3 1,045.31 3.000 100,561.1

2008-IV...... 16,541.4 1,180.22 3.000 58,567.4 15,763.2 908.40 3.000 42,957.9 32,304.7 1,047.58 3.000 101,525.3

2009-I......... 16,599.8 1,215.70 3.000 60,541.2 15,835.5 935.71 3.000 44,452.2 32,435.2 1,079.01 3.000 104,993.4

2009-II ....... 16,705.5 1,218.45 3.000 61,064.2 15,931.6 938.17 3.000 44,839.5 32,637.0 1,081.63 3.000 105,903.7

2009-III...... 16,853.1 1,221.56 3.000 61,761.2 16,080.9 941.00 3.000 45,396.6 32,934.0 1,084.57 3.000 107,157.8

2009-IV...... 16,985.8 1,225.04 3.000 62,424.6 16,236.0 944.03 3.000 45,981.6 33,221.7 1,087.70 3.000 108,406.2

2010-I......... 17,059.0 1,262.73 3.000 64,622.5 16,326.5 972.93 3.000 47,653.4 33,385.5 1,121.00 3.000 112,275.9

2010-II ....... 17,164.8 1,266.11 3.000 65,197.4 16,429.7 975.85 3.000 48,098.6 33,594.5 1,124.15 3.000 113,296.0

2010-III...... 17,319.3 1,269.87 3.000 65,980.0 16,588.7 979.16 3.000 48,728.8 33,908.0 1,127.65 3.000 114,708.8

2010-IV...... 17,469.8 1,274.01 3.000 66,770.5 16,755.3 982.67 3.000 49,394.5 34,225.1 1,131.38 3.000 116,165.0

2011-I......... 17,554.5 1,313.71 3.000 69,184.8 16,854.4 1,013.08 3.000 51,224.3 34,408.9 1,166.45 3.000 120,409.0

2011-II ....... 17,663.4 1,317.65 3.000 69,822.7 16,964.8 1,016.36 3.000 51,727.0 34,628.2 1,170.04 3.000 121,549.7

2011-III...... 17,825.8 1,321.99 3.000 70,696.3 17,133.7 1,020.05 3.000 52,431.8 34,959.5 1,174.01 3.000 123,128.1

2011-IV...... 17,990.4 1,326.72 3.000 71,604.8 17,312.3 1,023.95 3.000 53,180.6 35,302.7 1,178.24 3.000 124,785.4

2012-I......... 18,089.1 1,368.35 3.000 74,256.4 17,422.7 1,055.82 3.000 55,185.5 35,511.8 1,215.01 3.000 129,441.9

2012-II ....... 18,216.1 1,372.45 3.000 75,002.2 17,547.9 1,059.30 3.000 55,765.3 35,764.0 1,218.80 3.000 130,767.5

2012-III...... 18,399.3 1,376.97 3.000 76,005.7 17,735.8 1,063.20 3.000 56,570.1 36,135.1 1,222.96 3.000 132,575.8

2012-IV...... 18,586.8 1,381.90 3.000 77,055.4 17,938.0 1,067.32 3.000 57,436.6 36,524.8 1,227.40 3.000 134,492.0

2013-I......... 18,700.7 1,425.22 3.000 79,958.0 18,065.5 1,100.58 3.000 59,647.6 36,766.2 1,265.71 3.000 139,605.5

2013-II ....... 18,833.2 1,429.38 3.000 80,759.4 18,200.1 1,104.23 3.000 60,291.3 37,033.2 1,269.59 3.000 141,050.7

2013-III...... 19,027.2 1,433.97 3.000 81,853.5 18,400.5 1,108.32 3.000 61,181.2 37,427.8 1,273.87 3.000 143,034.7

2013-IV...... 19,233.0 1,438.99 3.000 83,028.0 18,617.4 1,112.64 3.000 62,143.5 37,850.4 1,278.47 3.000 145,171.6

2014-I......... 19,356.4 1,483.94 3.000 86,171.6 18,754.5 1,147.31 3.000 64,551.6 38,110.9 1,318.29 3.000 150,723.2

2014-II ....... 19,487.1 1,488.05 3.000 86,993.4 18,894.5 1,151.04 3.000 65,244.6 38,381.5 1,322.15 3.000 152,238.0

2014-III...... 19,684.2 1,492.61 3.000 88,142.5 19,102.9 1,155.22 3.000 66,204.1 38,787.1 1,326.44 3.000 154,346.6

2014-IV...... 19,899.0 1,497.61 3.000 89,403.0 19,328.5 1,159.64 3.000 67,242.2 39,227.5 1,331.08 3.000 156,645.3
OASI Dollars

207

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar 

period

Young wives of retired workers Young husbands of retired workers1 Total young spouses of retired workers

In current-payment 

status at 

midpoint of period

Total

current-payment

benefits during period

In current-payment 

status at 

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at 

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 195.0 $111.64 11.889 $258.8 2/ ... ... 3/ 195.0 $111.64 11.889 $258.8

1981........... 190.8 129.17 11.963 294.9 2/ $76.19 11.250 3/ 190.8 129.16 11.963 294.9

1982........... 176.9 144.19 12.064 307.8 2/ 67.92 11.778 3/ 176.9 144.19 12.064 307.8

1983........... 161.4 150.31 11.509 279.1 2/ 82.54 20.192 3/ 161.4 150.30 11.509 279.1

1984........... 114.3 152.89 12.534 219.0 0.1 76.33 12.317 $0.1 114.4 152.81 12.534 219.1

1985........... 108.2 158.15 12.565 215.1 .1 81.78 13.295 .2 108.4 158.05 12.565 215.3

1986........... 103.9 162.94 12.408 210.0 .1 85.72 13.039 .2 104.0 162.84 12.408 210.2

1987........... 99.6 166.45 12.267 203.4 .1 92.77 13.127 .2 99.7 166.36 12.267 203.5

1988........... 93.7 174.72 12.354 202.3 .1 96.51 12.558 .1 93.8 174.62 12.354 202.4

1989........... 89.3 183.32 12.328 201.9 .1 103.74 12.095 .1 89.4 183.23 12.328 202.0

1990........... 87.8 194.79 12.153 207.7 .1 110.62 11.803 .1 87.9 194.69 12.153 207.9

1991........... 85.8 208.76 12.228 219.1 .1 125.82 13.221 .2 85.9 208.65 12.228 219.2

1992........... 83.9 220.17 12.371 228.5 .1 139.35 13.926 .2 84.0 220.07 12.372 228.7

1993........... 81.7 229.99 12.461 234.2 .1 150.83 13.328 .2 81.8 229.90 12.461 234.4

1994........... 79.9 239.17 12.450 238.0 .1 155.78 12.442 .2 80.0 239.06 12.450 238.2

1995........... 76.8 248.37 12.550 239.4 .1 158.65 14.680 .2 76.9 248.28 12.551 239.5

1996........... 66.8 266.54 12.683 225.9 .1 157.48 14.585 .1 66.9 266.43 12.684 226.1

1997........... 63.2 277.92 12.511 219.7 .1 163.92 13.972 .1 63.2 277.81 12.512 219.8

1998........... 59.6 287.68 12.500 214.4 .1 188.06 13.471 .2 59.7 287.58 12.500 214.5

1999........... 56.2 296.88 12.578 210.0 .1 212.63 12.609 .2 56.3 296.78 12.578 210.2

2000........... 55.7 311.67 12.435 215.9 .1 215.22 13.570 .2 55.8 311.56 12.436 216.1

2001........... 54.7 331.57 12.529 227.2 .1 214.99 13.954 .2 54.8 331.44 12.530 227.4

2002........... 55.8 348.05 11.893 231.0 .1 232.32 11.579 .2 55.9 347.90 11.892 231.2

2003........... 53.3 361.26 11.973 230.5 .1 231.24 12.264 .2 53.4 361.10 11.973 230.7

2004........... 51.8 377.62 11.863 231.9 .1 268.71 11.744 .2 51.8 377.46 11.863 232.2

2005-I........ 49.6 393.58 3.000 58.5 .1 308.02 3.000 .1 49.6 393.46 3.000 58.6

2005-II....... 50.0 393.47 3.000 59.0 .1 310.84 3.000 .1 50.0 393.34 3.000 59.1

2005-III ..... 50.5 397.72 3.000 60.2 .1 322.81 3.000 .1 50.6 397.59 3.000 60.3

2005-IV ..... 49.8 402.00 3.000 60.1 .1 315.80 3.000 .1 49.9 401.86 3.000 60.1

2006-I........ 48.8 410.74 3.000 60.1 .1 327.43 3.000 .1 48.8 410.62 3.000 60.1

2006-II....... 49.2 410.62 3.000 60.6 .1 327.85 3.000 .1 49.3 410.49 3.000 60.7

2006-III ..... 49.7 415.06 3.000 61.9 .1 337.86 3.000 .1 49.8 414.93 3.000 62.0

2006-IV ..... 49.1 419.52 3.000 61.8 .1 328.02 3.000 .1 49.2 419.37 3.000 61.8

2007-I........ 48.1 429.51 3.000 62.0 .1 338.92 3.000 .1 48.2 429.38 3.000 62.0

2007-II....... 48.6 429.50 3.000 62.6 .1 338.94 3.000 .1 48.6 429.36 3.000 62.6

2007-III ..... 49.1 434.26 3.000 64.0 .1 348.85 3.000 .1 49.2 434.11 3.000 64.1

2007-IV ..... 48.5 439.04 3.000 63.9 .1 338.27 3.000 .1 48.6 438.87 3.000 64.0

2008-I........ 47.6 451.59 3.000 64.5 .1 350.95 3.000 .1 47.7 451.44 3.000 64.6

2008-II....... 48.1 451.03 3.000 65.1 .1 351.02 3.000 .1 48.2 450.88 3.000 65.2

2008-III ..... 48.7 455.49 3.000 66.5 .1 361.34 3.000 .1 48.8 455.32 3.000 66.6

2008-IV ..... 48.1 459.96 3.000 66.4 .1 350.45 3.000 .1 48.2 459.77 3.000 66.5

2009-I........ 47.2 472.84 3.000 67.0 .1 364.05 3.000 .1 47.3 472.68 3.000 67.0

2009-II....... 47.7 471.20 3.000 67.4 .1 364.35 3.000 .1 47.7 471.03 3.000 67.5

2009-III ..... 48.2 474.79 3.000 68.7 .1 375.29 3.000 .1 48.3 474.61 3.000 68.8

2009-IV ..... 47.7 478.38 3.000 68.4 .1 364.19 3.000 .1 47.7 478.18 3.000 68.5

2010-I........ 46.7 491.13 3.000 68.9 .1 378.53 3.000 .1 46.8 490.96 3.000 69.0

2010-II....... 47.2 489.63 3.000 69.4 .1 378.98 3.000 .1 47.3 489.45 3.000 69.5

2010-III ..... 47.8 493.57 3.000 70.8 .1 390.50 3.000 .1 47.9 493.38 3.000 70.9

2010-IV ..... 47.3 497.51 3.000 70.6 .1 379.10 3.000 .1 47.4 497.31 3.000 70.7

2011-I ........ 46.4 510.97 3.000 71.1 .1 394.15 3.000 .1 46.5 510.79 3.000 71.2

2011-II....... 46.9 509.57 3.000 71.7 .1 394.71 3.000 .1 47.0 509.38 3.000 71.8

2011-III ..... 47.5 513.82 3.000 73.3 .1 406.82 3.000 .1 47.6 513.63 3.000 73.4

2011-IV ..... 47.0 518.10 3.000 73.1 .1 395.03 3.000 .1 47.1 517.88 3.000 73.2

2012-I........ 46.2 532.22 3.000 73.7 .1 410.78 3.000 .1 46.3 532.03 3.000 73.8

2012-II....... 46.7 530.76 3.000 74.4 .1 411.39 3.000 .1 46.8 530.57 3.000 74.5

2012-III ..... 47.3 535.19 3.000 76.0 .1 424.03 3.000 .1 47.4 534.99 3.000 76.1

2012-IV ..... 46.9 539.65 3.000 75.9 .1 411.76 3.000 .1 46.9 539.42 3.000 76.0

2013-I........ 46.0 554.34 3.000 76.5 .1 428.19 3.000 .1 46.1 554.15 3.000 76.6

2013-II....... 46.6 552.78 3.000 77.2 .1 428.84 3.000 .1 46.6 552.57 3.000 77.3

2013-III ..... 47.2 557.35 3.000 78.9 .1 442.02 3.000 .1 47.3 557.14 3.000 79.0

2013-IV ..... 46.7 561.94 3.000 78.8 .1 429.24 3.000 .1 46.8 561.70 3.000 78.9

2014-I........ 45.9 577.18 3.000 79.5 .1 446.37 3.000 .1 46.0 576.98 3.000 79.6

2014-II....... 46.5 575.46 3.000 80.3 .1 447.01 3.000 .1 46.6 575.25 3.000 80.4

2014-III ..... 47.2 580.14 3.000 82.1 .1 460.72 3.000 .1 47.2 579.92 3.000 82.2

2014-IV ..... 46.7 584.83 3.000 82.0 .1 447.37 3.000 .1 46.8 584.58 3.000 82.1

1 This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983. 2 Fewer than 50. 3 Less than $50,000.
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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Aged wives of retired workers Aged husbands of retired workers Total aged spouses of retired workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 2,752.8 $163.76 12.045 $5,429.8 39.1 $123.94 12.015 $58.2 2,791.8 $163.20 12.045 $5,488.1

1981 ........... 2,780.3 187.65 12.026 6,274.2 38.7 138.91 12.033 64.6 2,818.9 186.98 12.026 6,338.8

1982 ........... 2,803.9 207.75 12.036 7,011.1 37.9 151.04 12.055 69.0 2,841.8 207.00 12.036 7,080.1

1983 ........... 2,851.7 219.24 12.009 7,507.9 37.5 155.68 12.021 70.2 2,889.2 218.41 12.009 7,578.1

1984 ........... 2,881.5 230.56 12.007 7,977.0 36.7 160.47 12.033 70.8 2,918.2 229.68 12.007 8,047.8

1985 ........... 2,904.0 241.62 12.003 8,422.2 35.9 165.24 12.027 71.3 2,939.9 240.68 12.003 8,493.4

1986 ........... 2,925.8 251.38 12.017 8,838.6 34.9 168.84 12.051 70.9 2,960.7 250.41 12.018 8,909.5

1987 ........... 2,948.8 256.83 12.009 9,095.4 34.0 169.86 12.030 69.4 2,982.8 255.84 12.010 9,164.8

1988 ........... 2,955.5 269.55 12.002 9,561.3 32.9 175.90 12.026 69.6 2,988.4 268.51 12.002 9,630.9

1989 ........... 2,959.8 282.29 12.002 10,028.1 32.0 181.40 12.030 69.7 2,991.7 281.21 12.003 10,097.8

1990 ........... 2,969.6 297.77 12.009 10,619.1 31.3 188.73 12.018 70.9 3,000.9 296.63 12.009 10,690.0

1991 ........... 2,977.6 316.24 12.004 11,303.2 30.6 197.27 12.028 72.5 3,008.2 315.03 12.004 11,375.7

1992 ........... 2,986.8 329.93 11.992 11,816.6 30.1 202.71 12.028 73.3 3,016.8 328.66 11.992 11,889.9

1993 ........... 2,982.5 341.73 12.001 12,231.0 29.9 207.50 12.027 74.5 3,012.4 340.40 12.001 12,305.5

1994 ........... 2,959.9 352.54 12.001 12,522.8 29.7 211.19 12.012 75.4 2,989.6 351.13 12.001 12,598.2

1995 ........... 2,932.1 364.29 12.002 12,819.6 29.5 215.78 12.015 76.6 2,961.6 362.81 12.002 12,896.1

1996 ........... 2,887.0 375.67 12.011 13,026.5 29.5 220.12 11.995 77.9 2,916.5 374.10 12.010 13,104.4

1997 ........... 2,843.5 388.18 12.006 13,252.0 29.5 224.59 11.994 79.6 2,873.0 386.49 12.006 13,331.5

1998 ........... 2,794.2 397.82 12.004 13,343.3 29.8 227.88 11.977 81.4 2,824.0 396.02 12.004 13,424.7

1999 ........... 2,739.4 404.60 12.011 13,312.2 30.0 229.58 12.002 82.7 2,769.4 402.70 12.011 13,394.9

2000 ........... 2,724.1 416.93 11.947 13,569.3 31.4 234.02 11.922 87.7 2,755.6 414.84 11.947 13,656.9

2001 ........... 2,680.7 434.44 12.003 13,979.0 33.0 242.97 11.956 96.0 2,713.8 432.11 12.003 14,075.1

2002 ........... 2,617.5 448.24 12.023 14,106.3 34.3 251.28 11.982 103.4 2,651.9 445.69 12.023 14,209.7

2003 ........... 2,557.2 456.82 12.021 14,042.9 35.6 256.34 11.993 109.5 2,592.8 454.06 12.021 14,152.4

2004 ........... 2,500.0 468.69 12.021 14,084.8 37.2 263.96 11.980 117.8 2,537.2 465.69 12.020 14,202.6

2005-I......... 2,472.5 482.77 3.000 3,580.9 37.9 272.24 3.000 31.0 2,510.4 479.59 3.000 3,611.9

2005-II ....... 2,461.8 482.81 3.000 3,565.7 37.6 271.39 3.000 30.6 2,499.4 479.62 3.000 3,596.4

2005-III...... 2,460.8 483.32 3.000 3,568.1 37.4 270.54 3.000 30.4 2,498.3 480.14 3.000 3,598.5

2005-IV...... 2,457.1 484.32 3.000 3,570.1 37.2 269.68 3.000 30.1 2,494.3 481.12 3.000 3,600.2

2006-I......... 2,444.3 494.51 3.000 3,626.2 36.8 274.32 3.000 30.3 2,481.1 491.25 3.000 3,656.5

2006-II ....... 2,435.4 494.48 3.000 3,612.7 36.6 273.80 3.000 30.0 2,472.0 491.21 3.000 3,642.8

2006-III...... 2,436.1 494.93 3.000 3,617.1 36.5 273.27 3.000 29.9 2,472.5 491.66 3.000 3,647.0

2006-IV...... 2,434.0 495.89 3.000 3,620.9 36.3 272.75 3.000 29.7 2,470.3 492.61 3.000 3,650.6

2007-I......... 2,422.6 507.28 3.000 3,686.9 36.0 278.26 3.000 30.1 2,458.7 503.93 3.000 3,717.0

2007-II ....... 2,414.7 507.29 3.000 3,674.9 35.9 277.86 3.000 29.9 2,450.6 503.94 3.000 3,704.8

2007-III...... 2,416.3 507.81 3.000 3,681.0 35.8 277.45 3.000 29.8 2,452.1 504.45 3.000 3,710.9

2007-IV...... 2,415.1 508.84 3.000 3,686.6 35.7 277.05 3.000 29.7 2,450.8 505.46 3.000 3,716.3

2008-I......... 2,405.0 523.14 3.000 3,774.5 35.5 284.13 3.000 30.2 2,440.5 519.66 3.000 3,804.7

2008-II ....... 2,399.0 523.23 3.000 3,765.7 35.3 283.74 3.000 30.0 2,434.3 519.76 3.000 3,795.7

2008-III...... 2,402.4 523.85 3.000 3,775.5 35.2 283.36 3.000 30.0 2,437.6 520.38 3.000 3,805.4

2008-IV...... 2,403.0 525.00 3.000 3,784.7 35.1 282.97 3.000 29.8 2,438.1 521.51 3.000 3,814.5

2009-I......... 2,395.0 540.48 3.000 3,883.3 34.9 290.60 3.000 30.4 2,429.9 536.89 3.000 3,913.7

2009-II ....... 2,391.2 541.01 3.000 3,881.0 34.8 290.52 3.000 30.4 2,426.0 537.42 3.000 3,911.4

2009-III...... 2,396.8 542.09 3.000 3,897.9 34.9 290.44 3.000 30.4 2,431.7 538.48 3.000 3,928.2

2009-IV...... 2,399.7 543.71 3.000 3,914.1 34.9 290.37 3.000 30.4 2,434.5 540.08 3.000 3,944.5

2010-I......... 2,393.4 560.12 3.000 4,021.7 34.7 298.46 3.000 31.1 2,428.1 556.38 3.000 4,052.8

2010-II ....... 2,390.4 560.90 3.000 4,022.3 34.6 298.53 3.000 31.0 2,425.0 557.16 3.000 4,053.3

2010-III...... 2,396.7 562.25 3.000 4,042.7 34.7 298.59 3.000 31.1 2,431.4 558.49 3.000 4,073.8

2010-IV...... 2,400.3 564.16 3.000 4,062.5 34.7 298.66 3.000 31.1 2,435.0 560.38 3.000 4,093.6

2011-I......... 2,394.5 581.41 3.000 4,176.6 34.6 307.14 3.000 31.9 2,429.2 577.50 3.000 4,208.5

2011-II ....... 2,391.7 582.41 3.000 4,178.8 34.6 307.37 3.000 31.9 2,426.3 578.49 3.000 4,210.7

2011-III...... 2,398.2 583.99 3.000 4,201.6 34.7 307.60 3.000 32.0 2,432.9 580.05 3.000 4,233.7

2011-IV...... 2,401.9 586.16 3.000 4,223.7 34.8 307.83 3.000 32.1 2,436.7 582.19 3.000 4,255.9

2012-I......... 2,396.4 604.21 3.000 4,343.8 34.8 316.76 3.000 33.0 2,431.2 600.10 3.000 4,376.8

2012-II ....... 2,394.0 605.25 3.000 4,346.9 34.9 317.21 3.000 33.2 2,428.9 601.11 3.000 4,380.1

2012-III...... 2,401.0 606.89 3.000 4,371.5 35.1 317.67 3.000 33.5 2,436.2 602.72 3.000 4,405.0

2012-IV...... 2,405.3 609.14 3.000 4,395.4 35.3 318.12 3.000 33.7 2,440.6 604.93 3.000 4,429.1

2013-I......... 2,400.0 627.87 3.000 4,520.6 35.4 327.51 3.000 34.8 2,435.3 623.51 3.000 4,555.4

2013-II ....... 2,397.2 628.90 3.000 4,522.8 35.5 328.06 3.000 35.0 2,432.8 624.50 3.000 4,557.8

2013-III...... 2,403.9 630.55 3.000 4,547.4 35.8 328.60 3.000 35.3 2,439.7 626.12 3.000 4,582.7

2013-IV...... 2,407.8 632.84 3.000 4,571.3 36.0 329.14 3.000 35.6 2,443.9 628.36 3.000 4,606.9

2014-I......... 2,402.1 652.23 3.000 4,700.2 36.1 338.95 3.000 36.7 2,438.2 647.59 3.000 4,736.9

2014-II ....... 2,398.8 653.19 3.000 4,700.6 36.3 339.59 3.000 37.0 2,435.1 648.51 3.000 4,737.6

2014-III...... 2,404.9 654.81 3.000 4,724.2 36.7 340.23 3.000 37.4 2,441.5 650.08 3.000 4,761.6

2014-IV...... 2,408.2 657.08 3.000 4,747.1 36.9 340.87 3.000 37.8 2,445.1 652.30 3.000 4,784.9
OASI Dollars

209

Source: Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Total wives of retired workers Total husbands of retired workers Total spouses of retired workers

In current-payment

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 2,947.7 $160.31 12.038 $5,688.6 39.1 $123.94 12.015 $58.2 2,986.8 $159.84 12.038 $5,746.8

1981........... 2,971.1 183.90 12.023 6,569.1 38.7 138.90 12.033 64.6 3,009.8 183.32 12.023 6,633.7

1982........... 2,980.8 203.98 12.037 7,318.8 37.9 151.02 12.055 69.0 3,018.7 203.32 12.037 7,387.9

1983........... 3,013.1 215.55 11.990 7,787.0 37.5 155.67 12.022 70.2 3,050.6 214.81 11.990 7,857.2

1984........... 2,995.8 227.60 12.020 8,196.0 36.8 160.21 12.034 70.9 3,032.6 226.78 12.020 8,266.9

1985........... 3,012.3 238.62 12.017 8,637.3 36.0 164.89 12.029 71.4 3,048.3 237.75 12.017 8,708.7

1986........... 3,029.7 248.35 12.026 9,048.6 35.0 168.52 12.053 71.1 3,064.7 247.43 12.026 9,119.7

1987........... 3,048.4 253.88 12.015 9,298.7 34.1 169.58 12.032 69.6 3,082.5 252.95 12.015 9,368.3

1988........... 3,049.2 266.63 12.009 9,763.6 33.0 175.62 12.027 69.8 3,082.2 265.66 12.009 9,833.4

1989........... 3,049.1 279.39 12.009 10,229.9 32.1 181.14 12.030 69.9 3,081.2 278.37 12.009 10,299.8

1990........... 3,057.4 294.81 12.012 10,826.8 31.4 188.46 12.018 71.1 3,088.8 293.73 12.012 10,897.9

1991........... 3,063.5 313.23 12.008 11,522.2 30.7 197.02 12.031 72.7 3,094.1 312.07 12.008 11,595.0

1992........... 3,070.6 326.93 11.999 12,045.1 30.2 202.50 12.033 73.5 3,100.8 325.72 11.999 12,118.6

1993........... 3,064.2 338.75 12.009 12,465.2 30.0 207.32 12.030 74.7 3,094.2 337.47 12.009 12,539.9

1994........... 3,039.8 349.55 12.009 12,760.8 29.8 211.01 12.013 75.5 3,069.6 348.21 12.009 12,836.4

1995........... 3,008.8 361.33 12.012 13,058.9 29.6 215.64 12.020 76.8 3,038.5 359.91 12.012 13,135.7

1996........... 2,953.9 373.21 12.021 13,252.4 29.6 219.99 11.999 78.0 2,983.4 371.69 12.021 13,330.5

1997........... 2,906.7 385.78 12.014 13,471.6 29.6 224.47 11.997 79.7 2,936.3 384.15 12.014 13,551.3

1998........... 2,853.8 395.52 12.011 13,557.7 29.9 227.80 11.980 81.5 2,883.7 393.78 12.011 13,639.3

1999........... 2,795.6 402.43 12.019 13,522.2 30.1 229.54 12.003 82.9 2,825.7 400.59 12.019 13,605.1

2000........... 2,779.9 414.82 11.955 13,785.2 31.5 233.98 11.925 87.9 2,811.3 412.79 11.954 13,873.1

2001........... 2,735.4 432.38 12.011 14,206.2 33.1 242.92 11.960 96.2 2,768.5 430.11 12.011 14,302.4

2002........... 2,673.3 446.15 12.021 14,337.3 34.4 251.24 11.981 103.6 2,707.8 443.67 12.021 14,440.9

2003........... 2,610.5 454.87 12.020 14,273.4 35.7 256.29 11.993 109.7 2,646.2 452.19 12.020 14,383.1

2004........... 2,551.8 466.84 12.018 14,316.7 37.3 263.97 11.979 118.0 2,589.1 463.92 12.018 14,434.7

2005-I........ 2,522.0 481.02 3.000 3,639.4 38.0 272.31 3.000 31.1 2,560.0 477.92 3.000 3,670.5

2005-II....... 2,511.8 481.03 3.000 3,624.7 37.7 271.47 3.000 30.7 2,549.5 477.93 3.000 3,655.4

2005-III ..... 2,511.3 481.60 3.000 3,628.4 37.5 270.65 3.000 30.4 2,548.8 478.50 3.000 3,658.8

2005-IV ..... 2,506.9 482.69 3.000 3,630.2 37.2 269.78 3.000 30.1 2,544.2 479.57 3.000 3,660.3

2006-I........ 2,493.1 492.87 3.000 3,686.3 36.9 274.42 3.000 30.4 2,529.9 489.69 3.000 3,716.6

2006-II....... 2,484.6 492.82 3.000 3,673.3 36.6 273.91 3.000 30.1 2,521.2 489.63 3.000 3,703.4

2006-III ..... 2,485.8 493.34 3.000 3,679.0 36.6 273.42 3.000 30.0 2,522.3 490.15 3.000 3,709.0

2006-IV ..... 2,483.0 494.38 3.000 3,682.7 36.4 272.87 3.000 29.8 2,519.4 491.18 3.000 3,712.5

2007-I........ 2,470.7 505.77 3.000 3,748.8 36.1 278.37 3.000 30.2 2,506.8 502.49 3.000 3,779.0

2007-II....... 2,463.3 505.76 3.000 3,737.5 35.9 277.98 3.000 30.0 2,499.2 502.48 3.000 3,767.4

2007-III ..... 2,465.4 506.34 3.000 3,745.0 35.9 277.62 3.000 29.9 2,501.3 503.06 3.000 3,774.9

2007-IV ..... 2,463.6 507.46 3.000 3,750.6 35.8 277.19 3.000 29.8 2,499.4 504.16 3.000 3,780.3

2008-I........ 2,452.6 521.75 3.000 3,839.0 35.6 284.26 3.000 30.3 2,488.2 518.35 3.000 3,869.3

2008-II....... 2,447.1 521.81 3.000 3,830.8 35.4 283.88 3.000 30.1 2,482.5 518.42 3.000 3,860.9

2008-III ..... 2,451.1 522.49 3.000 3,842.0 35.3 283.54 3.000 30.0 2,486.4 519.10 3.000 3,872.0

2008-IV ..... 2,451.1 523.72 3.000 3,851.1 35.2 283.13 3.000 29.9 2,486.3 520.31 3.000 3,881.0

2009-I........ 2,442.2 539.17 3.000 3,950.2 35.0 290.75 3.000 30.5 2,477.2 535.66 3.000 3,980.8

2009-II....... 2,438.9 539.65 3.000 3,948.4 34.9 290.69 3.000 30.4 2,473.8 536.14 3.000 3,978.8

2009-III ..... 2,445.0 540.76 3.000 3,966.5 35.0 290.65 3.000 30.5 2,480.0 537.24 3.000 3,997.0

2009-IV ..... 2,447.3 542.44 3.000 3,982.5 34.9 290.54 3.000 30.5 2,482.3 538.89 3.000 4,013.0

2010-I........ 2,440.1 558.80 3.000 4,090.6 34.8 298.63 3.000 31.2 2,474.9 555.14 3.000 4,121.7

2010-II....... 2,437.6 559.52 3.000 4,091.7 34.7 298.70 3.000 31.1 2,472.3 555.86 3.000 4,122.8

2010-III ..... 2,444.5 560.91 3.000 4,113.5 34.8 298.82 3.000 31.2 2,479.3 557.23 3.000 4,144.7

2010-IV ..... 2,447.6 562.87 3.000 4,133.1 34.8 298.85 3.000 31.2 2,482.4 559.17 3.000 4,164.3

2011-I ........ 2,441.0 580.07 3.000 4,247.8 34.7 307.32 3.000 32.0 2,475.6 576.25 3.000 4,279.7

2011-II....... 2,438.6 581.01 3.000 4,250.6 34.7 307.56 3.000 32.0 2,473.3 577.17 3.000 4,282.6

2011-III ..... 2,445.7 582.63 3.000 4,274.9 34.8 307.85 3.000 32.1 2,480.5 578.77 3.000 4,307.0

2011-IV ..... 2,449.0 584.85 3.000 4,296.8 34.9 308.04 3.000 32.2 2,483.8 580.97 3.000 4,329.1

2012-I........ 2,442.6 602.85 3.000 4,417.5 34.8 316.95 3.000 33.1 2,477.4 598.83 3.000 4,450.6

2012-II....... 2,440.7 603.82 3.000 4,421.3 35.0 317.42 3.000 33.3 2,475.7 599.78 3.000 4,454.6

2012-III ..... 2,448.4 605.50 3.000 4,447.5 35.2 317.92 3.000 33.6 2,483.6 601.42 3.000 4,481.1

2012-IV ..... 2,452.1 607.81 3.000 4,471.3 35.4 318.34 3.000 33.8 2,487.5 603.69 3.000 4,505.1

2013-I........ 2,446.0 626.49 3.000 4,597.1 35.4 327.71 3.000 34.8 2,481.4 622.22 3.000 4,632.0

2013-II....... 2,443.8 627.45 3.000 4,600.1 35.6 328.27 3.000 35.1 2,479.4 623.15 3.000 4,635.1

2013-III ..... 2,451.1 629.14 3.000 4,626.3 35.9 328.87 3.000 35.4 2,487.0 624.81 3.000 4,661.7

2013-IV ..... 2,454.6 631.49 3.000 4,650.1 36.1 329.37 3.000 35.7 2,490.7 627.11 3.000 4,685.8

2014-I........ 2,448.0 650.82 3.000 4,779.7 36.2 339.15 3.000 36.8 2,484.2 646.28 3.000 4,816.5

2014-II....... 2,445.3 651.72 3.000 4,780.9 36.4 339.81 3.000 37.1 2,481.7 647.14 3.000 4,818.0

2014-III ..... 2,452.0 653.37 3.000 4,806.2 36.8 340.51 3.000 37.6 2,488.8 648.75 3.000 4,843.8

2014-IV ..... 2,454.9 655.71 3.000 4,829.1 37.0 341.12 3.000 37.9 2,491.9 651.03 3.000 4,867.0
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.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar 

period

Minor children of retired workers Disabled children of retired workers Student children of retired workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 358.2 $105.93 12.098 $459.0 138.4 $148.70 12.118 $249.3 138.1 $169.67 12.737 $298.5

1981 ........... 345.8 122.64 12.082 512.4 141.1 171.19 12.103 292.4 150.6 196.12 12.124 358.0

1982 ........... 328.7 138.82 12.115 552.9 143.1 190.69 12.079 329.6 49.1 199.82 24.474 240.4

1983 ........... 317.2 150.42 12.019 573.5 146.0 201.12 12.092 355.1 26.6 180.64 26.552 127.5

1984 ........... 302.0 163.99 12.055 597.1 149.8 212.12 12.099 384.6 25.5 171.98 17.430 76.6

1985 ........... 290.6 171.53 12.030 599.7 154.1 222.90 12.097 415.6 21.1 199.94 11.928 50.4

1986 ........... 280.0 178.96 12.022 602.3 158.6 232.77 12.097 446.5 21.5 235.44 9.436 47.8

1987 ........... 270.1 183.95 11.996 596.0 163.4 238.80 12.074 471.2 21.4 244.08 9.369 48.9

1988 ........... 257.3 193.35 11.989 596.4 166.9 251.85 12.038 505.9 20.6 257.04 9.187 48.7

1989 ........... 244.4 202.98 11.997 595.3 168.8 265.09 12.039 538.6 19.5 270.57 9.028 47.7

1990 ........... 238.5 214.94 11.975 613.7 171.3 281.07 12.048 580.2 18.8 284.58 9.326 50.0

1991 ........... 236.8 229.86 11.957 650.9 174.5 299.91 12.050 630.6 17.0 299.53 9.742 49.6

1992 ........... 238.8 242.32 11.937 690.7 178.5 314.46 12.023 675.0 16.3 310.89 9.956 50.4

1993 ........... 239.5 253.94 11.985 728.8 182.5 327.66 12.022 719.0 16.9 323.09 9.609 52.4

1994 ........... 241.9 264.78 11.949 765.2 185.5 339.56 12.018 757.1 16.5 334.61 9.536 52.7

1995 ........... 242.4 276.77 11.969 802.9 187.6 352.66 12.021 795.2 16.2 350.30 9.577 54.3

1996 ........... 243.3 291.48 11.956 847.9 188.6 365.60 12.020 828.8 14.9 363.17 10.770 58.2

1997 ........... 242.6 305.43 11.945 885.0 189.3 379.98 12.006 863.8 14.7 376.88 10.187 56.6

1998 ........... 239.9 317.18 11.963 910.3 189.3 391.74 12.005 890.4 15.0 391.07 10.121 59.2

1999 ........... 240.5 327.52 11.950 941.2 189.1 400.97 12.012 910.7 14.3 401.58 9.975 57.3

2000 ........... 252.4 344.78 11.820 1,028.7 190.6 415.80 11.983 949.6 14.5 423.14 10.099 61.8

2001 ........... 261.7 367.74 11.940 1,149.0 191.8 436.50 12.001 1,004.8 14.8 449.86 10.320 68.8

2002 ........... 269.5 386.73 11.914 1,241.7 192.0 454.03 12.000 1,046.0 15.3 466.51 10.753 76.5

2003 ........... 273.6 401.84 11.948 1,313.6 191.6 467.16 12.002 1,074.5 16.2 483.31 10.925 85.6

2004 ........... 277.2 420.80 11.942 1,392.8 191.0 483.75 12.009 1,109.7 16.2 498.33 11.239 90.9

2005-I......... 276.5 437.69 3.000 363.0 190.9 501.01 3.000 287.0 15.6 505.53 3.000 23.7

2005-II ....... 278.7 438.53 3.000 366.7 191.0 502.54 3.000 287.9 20.0 516.27 3.000 31.0

2005-III...... 281.3 442.47 3.000 373.3 191.8 504.07 3.000 290.0 9.9 517.82 3.000 15.4

2005-IV...... 281.8 445.08 3.000 376.2 192.3 505.61 3.000 291.7 10.9 516.61 3.000 16.9

2006-I......... 279.6 455.32 3.000 382.0 192.0 517.29 3.000 298.0 16.3 540.63 3.000 26.5

2006-II ....... 281.4 456.24 3.000 385.2 192.0 518.86 3.000 298.9 20.7 545.17 3.000 33.9

2006-III...... 283.5 460.38 3.000 391.5 192.8 520.44 3.000 301.0 10.2 540.01 3.000 16.6

2006-IV...... 283.5 463.14 3.000 393.9 193.3 522.01 3.000 302.7 11.2 532.14 3.000 17.8

2007-I......... 280.9 474.78 3.000 400.1 193.0 535.15 3.000 309.8 16.7 553.62 3.000 27.7

2007-II ....... 282.4 475.86 3.000 403.1 193.0 536.90 3.000 310.8 21.3 558.79 3.000 35.6

2007-III...... 284.2 480.29 3.000 409.4 193.7 538.65 3.000 313.0 10.5 554.01 3.000 17.5

2007-IV...... 283.9 483.29 3.000 411.6 194.2 540.40 3.000 314.8 11.5 546.44 3.000 18.8

2008-I......... 281.0 498.00 3.000 419.7 193.9 556.85 3.000 323.9 17.2 571.69 3.000 29.5

2008-II ....... 282.1 499.31 3.000 422.6 193.8 558.83 3.000 324.9 21.8 577.19 3.000 37.8

2008-III...... 283.6 504.12 3.000 428.9 194.5 560.82 3.000 327.3 10.8 572.41 3.000 18.5

2008-IV...... 283.0 507.44 3.000 430.8 195.0 562.80 3.000 329.2 11.7 564.75 3.000 19.8

2009-I......... 279.9 523.69 3.000 439.7 194.7 580.69 3.000 339.1 17.4 591.69 3.000 31.0

2009-II ....... 281.1 525.56 3.000 443.2 194.6 583.01 3.000 340.4 22.0 597.86 3.000 39.5

2009-III...... 282.6 531.14 3.000 450.3 195.3 585.33 3.000 343.0 10.8 593.38 3.000 19.2

2009-IV...... 282.0 535.13 3.000 452.8 195.8 587.65 3.000 345.1 11.7 585.90 3.000 20.6

2010-I......... 279.0 552.21 3.000 462.2 195.5 606.29 3.000 355.5 17.4 614.26 3.000 32.0

2010-II ....... 280.3 553.02 3.000 465.0 195.4 608.10 3.000 356.4 21.9 620.95 3.000 40.8

2010-III...... 281.8 557.71 3.000 471.5 196.1 609.91 3.000 358.8 10.7 616.57 3.000 19.9

2010-IV...... 281.3 560.75 3.000 473.2 196.5 611.71 3.000 360.6 11.6 609.07 3.000 21.2

2011-I......... 278.4 577.63 3.000 482.4 196.2 630.77 3.000 371.2 17.2 638.83 3.000 33.0

2011-II ....... 279.8 577.79 3.000 485.0 196.1 632.85 3.000 372.3 21.7 646.05 3.000 42.1

2011-III...... 281.5 582.02 3.000 491.5 196.8 634.94 3.000 374.8 10.7 641.76 3.000 20.6

2011-IV...... 281.1 584.52 3.000 493.0 197.2 637.02 3.000 376.8 11.6 634.21 3.000 22.0

2012-I......... 278.3 601.65 3.000 502.3 196.8 657.00 3.000 388.0 17.1 665.37 3.000 34.2

2012-II ....... 279.7 601.82 3.000 505.0 196.7 659.17 3.000 389.1 21.6 672.87 3.000 43.7

2012-III...... 281.4 606.23 3.000 511.7 197.4 661.34 3.000 391.7 10.6 668.38 3.000 21.3

2012-IV...... 281.0 608.83 3.000 513.3 197.8 663.51 3.000 393.8 11.5 660.49 3.000 22.8

2013-I......... 278.3 626.66 3.000 523.1 197.4 684.31 3.000 405.3 17.1 692.93 3.000 35.5

2013-II ....... 279.8 626.79 3.000 526.2 197.3 686.52 3.000 406.4 21.5 700.74 3.000 45.2

2013-III...... 281.6 631.32 3.000 533.4 198.0 688.72 3.000 409.0 10.6 696.07 3.000 22.1

2013-IV...... 281.4 633.98 3.000 535.3 198.4 690.92 3.000 411.1 11.4 687.86 3.000 23.6

2014-I......... 278.8 652.48 3.000 545.7 198.0 712.51 3.000 423.2 17.0 721.64 3.000 36.7

2014-II ....... 280.5 652.51 3.000 549.1 197.8 714.70 3.000 424.1 21.4 729.73 3.000 46.7

2014-III...... 282.4 657.14 3.000 556.8 198.4 716.88 3.000 426.7 10.5 724.82 3.000 22.8

2014-IV...... 282.4 659.81 3.000 558.9 198.8 719.07 3.000 428.8 11.3 716.24 3.000 24.3
OASI Dollars

211

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar 

period

Minor children of deceased workers Disabled children of deceased workers Student children of deceased workers

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 1,929.9 $218.03 11.980 $5,041.0 270.7 $210.97 11.957 $682.9 464.4 $245.03 12.301 $1,399.9

1981........... 1,848.6 250.22 11.979 5,540.9 281.8 240.18 11.964 809.8 494.7 282.19 11.763 1,642.2

1982........... 1,763.3 279.30 12.000 5,910.1 292.0 265.20 11.969 926.8 146.3 290.50 25.528 1,084.6

1983........... 1,687.4 293.81 11.993 5,945.9 304.2 277.38 11.935 1,007.0 103.0 267.17 24.081 663.0

1984........... 1,616.8 308.28 11.998 5,980.1 316.4 290.57 11.937 1,097.4 98.4 268.91 16.632 440.3

1985........... 1,558.3 321.65 11.985 6,007.3 329.6 304.20 11.938 1,197.0 82.3 314.88 12.111 313.9

1986........... 1,508.8 333.46 11.976 6,025.6 342.6 317.09 11.945 1,297.6 84.1 364.82 9.307 285.5

1987........... 1,461.7 339.12 11.987 5,941.8 355.1 324.53 11.949 1,376.9 82.5 380.12 9.386 294.3

1988........... 1,413.8 354.19 11.986 6,002.0 365.4 341.81 11.966 1,494.4 82.4 405.80 9.221 308.4

1989........... 1,367.5 367.62 11.989 6,027.1 375.0 359.25 11.973 1,613.1 83.2 427.66 8.999 320.1

1990........... 1,344.6 383.52 11.981 6,178.2 385.4 379.90 11.958 1,750.7 80.1 447.09 9.294 332.8

1991........... 1,338.7 402.87 11.977 6,459.6 395.5 404.42 11.964 1,913.6 73.8 470.63 9.729 337.8

1992........... 1,346.3 415.88 11.966 6,699.5 407.3 423.43 11.964 2,063.4 71.5 487.63 10.072 351.3

1993........... 1,353.2 426.62 11.977 6,914.5 420.1 440.26 11.972 2,214.5 76.5 501.94 9.683 371.7

1994........... 1,372.4 436.73 11.973 7,175.9 431.6 455.73 11.983 2,357.0 73.3 514.89 9.792 369.5

1995........... 1,387.0 448.28 11.974 7,445.0 442.0 472.85 11.984 2,504.3 72.6 530.60 9.787 377.2

1996........... 1,399.3 464.13 11.957 7,765.8 450.7 489.58 11.984 2,644.5 69.0 546.79 10.851 409.5

1997........... 1,392.0 479.50 11.971 7,990.0 458.4 508.31 11.986 2,792.7 70.6 558.08 10.271 404.8

1998........... 1,374.9 491.72 11.981 8,100.1 465.8 523.53 11.991 2,924.2 71.0 569.30 10.317 416.9

1999........... 1,364.4 501.29 11.973 8,188.5 471.9 535.12 11.993 3,028.1 68.7 580.79 10.166 405.3

2000........... 1,353.9 517.88 11.985 8,403.2 477.8 552.74 11.993 3,167.3 65.5 600.04 10.563 415.0

2001........... 1,348.9 541.42 11.976 8,745.8 483.8 577.26 11.989 3,348.4 63.2 629.65 10.721 426.9

2002........... 1,354.4 562.16 11.961 9,107.4 489.7 597.48 11.995 3,509.6 62.9 644.01 11.412 462.0

2003........... 1,354.5 576.37 11.967 9,342.1 495.7 610.70 11.995 3,631.0 66.7 654.20 11.565 504.6

2004........... 1,348.2 594.63 11.965 9,591.8 501.3 628.45 11.987 3,776.6 65.6 672.16 11.835 521.8

2005-I........ 1,339.2 614.20 3.000 2,467.6 504.0 648.11 3.000 979.9 66.8 691.37 3.000 138.6

2005-II....... 1,340.7 614.75 3.000 2,472.6 506.1 648.75 3.000 985.1 80.6 696.42 3.000 168.4

2005-III ..... 1,340.0 617.77 3.000 2,483.5 508.2 649.38 3.000 990.0 41.5 684.89 3.000 85.3

2005-IV ..... 1,336.4 619.56 3.000 2,484.0 510.0 650.02 3.000 994.5 48.9 680.25 3.000 99.7

2006-I........ 1,332.0 633.60 3.000 2,531.8 511.9 663.67 3.000 1,019.1 70.8 709.06 3.000 150.5

2006-II....... 1,332.3 633.61 3.000 2,532.6 514.0 664.31 3.000 1,024.4 84.5 714.72 3.000 181.1

2006-III ..... 1,330.6 636.17 3.000 2,539.5 516.0 664.96 3.000 1,029.3 43.1 703.36 3.000 90.9

2006-IV ..... 1,325.9 637.45 3.000 2,535.6 517.7 665.61 3.000 1,033.8 50.2 699.06 3.000 105.3

2007-I........ 1,320.3 652.80 3.000 2,585.6 519.6 680.92 3.000 1,061.3 72.3 730.54 3.000 158.4

2007-II....... 1,319.2 652.86 3.000 2,583.8 521.7 681.60 3.000 1,066.7 86.5 736.75 3.000 191.2

2007-III ..... 1,316.1 655.53 3.000 2,588.2 523.6 682.28 3.000 1,071.8 44.2 725.41 3.000 96.2

2007-IV ..... 1,310.0 656.90 3.000 2,581.6 525.3 682.96 3.000 1,076.3 51.7 721.35 3.000 111.8

2008-I........ 1,303.2 676.06 3.000 2,643.2 527.1 702.11 3.000 1,110.3 74.4 757.83 3.000 169.2

2008-II....... 1,301.6 676.17 3.000 2,640.2 529.2 702.84 3.000 1,115.9 88.7 764.42 3.000 203.5

2008-III ..... 1,297.8 678.99 3.000 2,643.6 531.2 703.57 3.000 1,121.1 45.2 752.81 3.000 102.1

2008-IV ..... 1,291.2 680.45 3.000 2,635.8 532.8 704.30 3.000 1,125.8 52.6 748.74 3.000 118.2

2009-I........ 1,284.3 701.04 3.000 2,701.0 534.6 724.78 3.000 1,162.4 75.5 787.52 3.000 178.4

2009-II....... 1,283.3 701.21 3.000 2,699.5 536.6 725.56 3.000 1,168.0 89.6 794.53 3.000 213.6

2009-III ..... 1,280.2 704.20 3.000 2,704.5 538.5 726.34 3.000 1,173.4 45.4 782.62 3.000 106.7

2009-IV ..... 1,274.2 705.78 3.000 2,698.0 540.1 727.12 3.000 1,178.2 52.7 778.54 3.000 123.0

2010-I........ 1,268.0 727.20 3.000 2,766.3 541.8 748.29 3.000 1,216.4 75.3 819.07 3.000 185.0

2010-II....... 1,267.5 727.46 3.000 2,766.2 543.8 749.13 3.000 1,222.1 89.2 826.62 3.000 221.2

2010-III ..... 1,265.0 730.63 3.000 2,772.8 545.6 749.97 3.000 1,227.6 45.2 814.49 3.000 110.4

2010-IV ..... 1,259.7 732.35 3.000 2,767.6 547.2 750.80 3.000 1,232.5 52.3 810.50 3.000 127.1

2011-I ........ 1,254.1 754.64 3.000 2,839.2 548.8 772.70 3.000 1,272.3 74.7 852.79 3.000 191.1

2011-II....... 1,254.2 754.95 3.000 2,840.6 550.7 773.60 3.000 1,278.2 88.5 860.39 3.000 228.5

2011-III ..... 1,252.3 758.29 3.000 2,848.9 552.5 774.50 3.000 1,283.7 44.9 847.50 3.000 114.1

2011-IV ..... 1,247.7 760.12 3.000 2,845.1 554.0 775.40 3.000 1,288.7 52.0 843.10 3.000 131.4

2012-I........ 1,242.7 783.28 3.000 2,920.1 555.6 798.05 3.000 1,330.1 74.3 886.82 3.000 197.6

2012-II....... 1,243.3 783.62 3.000 2,922.9 557.4 799.01 3.000 1,336.1 88.1 894.48 3.000 236.3

2012-III ..... 1,242.0 787.09 3.000 2,932.7 559.1 799.97 3.000 1,341.7 44.6 880.84 3.000 117.9

2012-IV ..... 1,237.9 788.99 3.000 2,930.2 560.5 800.93 3.000 1,346.7 51.7 876.02 3.000 135.9

2013-I........ 1,233.6 813.06 3.000 3,008.9 562.0 824.35 3.000 1,389.8 73.9 921.31 3.000 204.2

2013-II....... 1,234.8 813.43 3.000 3,013.4 563.7 825.37 3.000 1,395.8 87.6 929.35 3.000 244.2

2013-III ..... 1,234.1 817.07 3.000 3,025.1 565.3 826.39 3.000 1,401.5 44.4 915.25 3.000 121.9

2013-IV ..... 1,230.7 819.07 3.000 3,024.0 566.6 827.40 3.000 1,406.5 51.4 910.32 3.000 140.4

2014-I........ 1,227.0 844.09 3.000 3,107.2 568.1 851.63 3.000 1,451.3 73.4 957.46 3.000 210.9

2014-II....... 1,229.2 844.53 3.000 3,114.3 569.7 852.71 3.000 1,457.4 86.9 965.87 3.000 251.9

2014-III ..... 1,229.4 848.35 3.000 3,129.0 571.2 853.80 3.000 1,463.1 44.0 951.28 3.000 125.6

2014-IV ..... 1,226.9 850.48 3.000 3,130.5 572.4 854.88 3.000 1,468.0 50.9 946.21 3.000 144.5
Benefit Payments

212

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar 

period

Total children of retired workers Total children of deceased workers Total OASI children

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

In current-payment

status at

midpoint of period

Total

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 634.6 $129.13 12.286 $1,006.8 2,665.1 $222.02 12.039 $7,123.8 3,299.7 $204.15 12.069 $8,130.6

1981 ........... 637.6 150.74 12.100 1,162.9 2,625.2 255.16 11.932 7,992.8 3,262.7 234.76 11.953 9,155.7

1982 ........... 521.0 158.83 13.570 1,122.8 2,201.6 278.17 12.935 7,921.5 2,722.6 255.34 13.010 9,044.4

1983 ........... 489.8 167.17 12.897 1,056.1 2,094.7 290.12 12.532 7,615.8 2,584.5 266.81 12.576 8,671.9

1984 ........... 477.4 179.52 12.347 1,058.2 2,031.6 303.62 12.188 7,517.8 2,509.0 280.00 12.207 8,576.0

1985 ........... 465.9 189.82 12.051 1,065.7 1,970.3 318.45 11.983 7,518.3 2,436.2 293.85 11.991 8,584.0

1986 ........... 460.0 200.15 11.910 1,096.6 1,935.5 331.93 11.843 7,608.7 2,395.6 306.62 11.851 8,705.3

1987 ........... 454.9 206.48 11.883 1,116.1 1,899.3 338.17 11.853 7,613.0 2,354.2 312.72 11.857 8,729.1

1988 ........... 444.8 218.25 11.857 1,151.0 1,861.6 354.04 11.842 7,804.8 2,306.4 327.85 11.844 8,955.9

1989 ........... 432.7 230.25 11.858 1,181.6 1,825.7 368.63 11.827 7,960.3 2,258.5 342.12 11.831 9,141.8

1990 ........... 428.6 244.43 11.873 1,243.9 1,810.0 385.57 11.838 8,261.8 2,238.7 358.54 11.843 9,505.7

1991 ........... 428.3 261.16 11.899 1,331.0 1,808.0 405.97 11.868 8,711.1 2,236.3 378.24 11.872 10,042.1

1992 ........... 433.6 274.60 11.893 1,416.1 1,825.1 420.38 11.880 9,114.2 2,258.7 392.39 11.881 10,530.3

1993 ........... 438.9 287.26 11.900 1,500.2 1,849.8 432.83 11.866 9,500.7 2,288.7 404.92 11.871 11,000.9

1994 ........... 443.9 298.63 11.881 1,574.9 1,877.3 444.15 11.876 9,902.4 2,321.2 416.32 11.877 11,477.3

1995 ........... 446.1 311.34 11.896 1,652.3 1,901.6 457.13 11.879 10,326.5 2,347.7 429.43 11.882 11,978.8

1996 ........... 446.8 325.16 11.942 1,735.0 1,919.1 473.08 11.918 10,819.8 2,365.9 445.15 11.921 12,554.8

1997 ........... 446.7 339.39 11.909 1,805.3 1,920.9 489.26 11.904 11,187.5 2,367.6 460.99 11.904 12,992.8

1998 ........... 444.2 351.45 11.914 1,859.9 1,911.7 502.35 11.914 11,441.1 2,355.9 473.90 11.914 13,301.1

1999 ........... 443.9 361.20 11.908 1,909.2 1,904.9 512.53 11.904 11,622.0 2,348.7 483.93 11.905 13,531.1

2000 ........... 457.5 376.84 11.834 2,040.1 1,897.1 529.49 11.932 11,985.5 2,354.6 499.84 11.917 14,025.6

2001 ........... 468.3 398.50 11.910 2,222.7 1,895.9 553.51 11.932 12,521.1 2,364.2 522.80 11.928 14,743.8

2002 ........... 476.7 416.38 11.910 2,364.1 1,907.0 573.93 11.950 13,078.9 2,383.7 542.42 11.944 15,443.1

2003 ........... 481.4 430.58 11.933 2,473.6 1,916.9 587.95 11.959 13,477.7 2,398.3 556.36 11.955 15,951.3

2004 ........... 484.4 448.22 11.944 2,593.4 1,915.1 606.14 11.966 13,890.1 2,399.5 574.26 11.962 16,483.5

2005-I......... 483.0 464.91 3.000 673.7 1,910.0 625.85 3.000 3,586.1 2,393.0 593.36 3.000 4,259.8

2005-II ....... 489.7 466.67 3.000 685.6 1,927.4 627.09 3.000 3,626.0 2,417.1 594.59 3.000 4,311.6

2005-III...... 482.9 468.48 3.000 678.7 1,889.7 627.75 3.000 3,558.9 2,372.7 595.33 3.000 4,237.6

2005-IV...... 484.9 470.69 3.000 684.7 1,895.3 629.32 3.000 3,578.2 2,380.2 597.00 3.000 4,263.0

2006-I......... 488.0 482.56 3.000 706.5 1,914.6 644.43 3.000 3,701.5 2,402.6 611.55 3.000 4,407.9

2006-II ....... 494.2 484.31 3.000 718.0 1,930.8 645.33 3.000 3,738.0 2,425.0 612.52 3.000 4,456.1

2006-III...... 486.5 485.85 3.000 709.1 1,889.7 645.56 3.000 3,659.7 2,376.2 612.86 3.000 4,368.8

2006-IV...... 487.9 488.04 3.000 714.4 1,893.8 646.78 3.000 3,674.7 2,381.8 614.26 3.000 4,389.1

2007-I......... 490.6 501.21 3.000 737.7 1,912.1 663.38 3.000 3,805.4 2,402.7 630.27 3.000 4,543.0

2007-II ....... 496.6 503.13 3.000 749.6 1,927.4 664.40 3.000 3,841.7 2,424.0 631.36 3.000 4,591.3

2007-III...... 488.4 505.02 3.000 739.9 1,883.9 664.61 3.000 3,756.2 2,372.3 631.76 3.000 4,496.1

2007-IV...... 489.5 507.42 3.000 745.1 1,887.0 665.92 3.000 3,769.8 2,376.5 633.27 3.000 4,514.9

2008-I......... 492.0 523.76 3.000 773.1 1,904.8 686.46 3.000 3,922.8 2,396.8 653.07 3.000 4,695.8

2008-II ....... 497.8 525.90 3.000 785.3 1,919.5 687.60 3.000 3,959.6 2,417.3 654.30 3.000 4,744.9

2008-III...... 488.9 528.19 3.000 774.6 1,874.2 687.74 3.000 3,866.8 2,363.0 654.73 3.000 4,641.5

2008-IV...... 489.7 530.86 3.000 779.8 1,876.7 689.14 3.000 3,879.8 2,366.3 656.39 3.000 4,659.7

2009-I......... 492.0 548.65 3.000 809.8 1,894.4 711.19 3.000 4,041.9 2,386.4 677.68 3.000 4,851.7

2009-II ....... 497.8 551.22 3.000 823.1 1,909.5 712.44 3.000 4,081.2 2,407.3 679.10 3.000 4,904.3

2009-III...... 488.7 554.17 3.000 812.5 1,864.1 712.51 3.000 3,984.6 2,352.8 679.62 3.000 4,797.1

2009-IV...... 489.5 557.35 3.000 818.5 1,867.0 714.01 3.000 3,999.2 2,356.5 681.47 3.000 4,817.7

2010-I......... 491.8 575.90 3.000 849.8 1,885.1 736.93 3.000 4,167.7 2,377.0 703.61 3.000 5,017.4

2010-II ....... 497.6 577.64 3.000 862.3 1,900.5 738.31 3.000 4,209.6 2,398.1 704.98 3.000 5,071.8

2010-III...... 488.6 579.95 3.000 850.1 1,855.8 738.36 3.000 4,110.8 2,344.4 705.34 3.000 4,960.9

2010-IV...... 489.4 582.36 3.000 855.1 1,859.2 739.98 3.000 4,127.2 2,348.6 707.13 3.000 4,982.3

2011-I......... 491.8 600.97 3.000 886.7 1,877.6 763.82 3.000 4,302.5 2,369.4 730.02 3.000 5,189.2

2011-II ....... 497.6 602.47 3.000 899.4 1,893.5 765.31 3.000 4,347.3 2,391.1 731.42 3.000 5,246.7

2011-III...... 488.9 604.62 3.000 886.8 1,849.7 765.30 3.000 4,246.7 2,338.6 731.71 3.000 5,133.5

2011-IV...... 489.9 606.82 3.000 891.8 1,853.6 767.01 3.000 4,265.2 2,343.5 733.53 3.000 5,156.9

2012-I......... 492.3 626.00 3.000 924.5 1,872.5 791.77 3.000 4,447.8 2,364.8 757.26 3.000 5,372.3

2012-II ....... 498.1 627.56 3.000 937.7 1,888.8 793.33 3.000 4,495.3 2,386.9 758.74 3.000 5,433.0

2012-III...... 489.4 629.81 3.000 924.7 1,845.7 793.26 3.000 4,392.4 2,335.1 759.00 3.000 5,317.1

2012-IV...... 490.3 632.10 3.000 929.8 1,850.1 795.04 3.000 4,412.7 2,340.5 760.90 3.000 5,342.6

2013-I......... 492.8 652.05 3.000 963.9 1,869.4 820.73 3.000 4,602.9 2,362.2 785.54 3.000 5,566.9

2013-II ....... 498.7 653.61 3.000 977.8 1,886.2 822.38 3.000 4,653.4 2,384.8 787.09 3.000 5,631.2

2013-III...... 490.2 655.90 3.000 964.5 1,843.8 822.29 3.000 4,548.5 2,334.0 787.34 3.000 5,513.0

2013-IV...... 491.2 658.23 3.000 970.0 1,848.7 824.16 3.000 4,570.9 2,339.9 789.33 3.000 5,540.9

2014-I......... 493.7 678.92 3.000 1,005.5 1,868.5 850.84 3.000 4,769.4 2,362.2 814.91 3.000 5,775.0

2014-II ....... 499.7 680.43 3.000 1,019.9 1,885.9 852.59 3.000 4,823.7 2,385.5 816.53 3.000 5,843.6

2014-III...... 491.3 682.71 3.000 1,006.3 1,844.7 852.49 3.000 4,717.6 2,336.0 816.78 3.000 5,724.0

2014-IV...... 492.5 685.02 3.000 1,012.1 1,850.3 854.47 3.000 4,743.0 2,342.7 818.85 3.000 5,755.0
OASI 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.

• Total amount computed by addition of male and female amounts.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Aged widows of deceased workers Aged widowers of deceased workers

Total aged widows and widowers 

of deceased workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 4,207.2 $290.45 12.015 $14,682.2 19.1 $224.29 11.968 $51.3 4,226.3 $290.15 12.015 $14,733.6

1981........... 4,299.9 330.52 12.019 17,081.0 21.4 253.07 12.002 65.0 4,321.4 330.14 12.019 17,146.0

1982........... 4,398.0 364.51 12.012 19,256.9 23.7 276.69 12.008 78.8 4,421.7 364.04 12.012 19,335.7

1983........... 4,494.1 381.31 12.010 20,581.0 26.6 285.66 11.944 90.7 4,520.7 380.74 12.010 20,671.6

1984........... 4,585.7 399.44 12.013 22,004.8 28.5 296.11 12.014 101.3 4,614.2 398.80 12.013 22,106.1

1985........... 4,666.8 418.29 12.020 23,463.5 29.5 307.16 12.051 109.3 4,696.3 417.59 12.020 23,572.8

1986........... 4,740.2 436.52 12.020 24,872.5 30.5 319.87 12.180 119.0 4,770.7 435.77 12.021 24,991.5

1987........... 4,806.9 447.31 12.013 25,830.6 32.4 326.37 12.001 126.8 4,839.2 446.50 12.013 25,957.4

1988........... 4,856.2 471.51 12.008 27,494.0 32.6 343.53 12.018 134.8 4,888.8 470.65 12.008 27,628.7

1989........... 4,899.2 496.05 12.004 29,171.8 33.0 361.93 12.009 143.3 4,932.1 495.15 12.004 29,315.1

1990........... 4,944.9 525.53 12.001 31,186.7 33.6 384.15 12.010 155.1 4,978.5 524.57 12.001 31,341.7

1991........... 4,982.6 560.23 11.999 33,493.1 34.6 410.07 11.982 170.2 5,017.2 559.20 11.999 33,663.2

1992........... 5,013.3 587.48 11.997 35,333.8 35.8 429.14 11.976 184.0 5,049.1 586.36 11.997 35,517.8

1993........... 5,025.7 611.94 12.005 36,921.9 37.0 446.70 11.963 197.9 5,062.7 610.73 12.005 37,119.8

1994........... 5,023.0 634.92 12.005 38,286.3 37.4 464.46 12.000 208.7 5,060.5 633.66 12.005 38,495.0

1995........... 5,012.5 659.90 12.006 39,712.8 37.5 484.47 12.008 218.2 5,050.0 658.59 12.006 39,931.0

1996........... 4,988.7 684.47 12.007 41,000.6 38.1 502.64 11.876 227.3 5,026.8 683.10 12.006 41,227.9

1997........... 4,962.9 712.11 11.906 42,078.7 38.2 522.77 11.691 233.6 5,001.1 710.66 11.905 42,312.3

1998........... 4,778.3 736.33 12.007 42,244.2 35.9 537.81 11.980 231.0 4,814.2 734.85 12.006 42,475.2

1999........... 4,716.6 753.86 12.009 42,699.2 36.0 553.29 11.952 238.0 4,752.6 752.35 12.008 42,937.2

2000........... 4,678.3 779.98 11.994 43,765.7 36.4 578.07 11.967 251.5 4,714.6 778.43 11.994 44,017.2

2001........... 4,615.2 816.23 12.012 45,250.7 37.2 613.29 11.946 272.7 4,652.4 814.60 12.012 45,523.4

2002........... 4,551.0 846.56 12.002 46,239.6 37.0 644.64 12.400 295.7 4,588.0 844.93 12.004 46,535.3

2003........... 4,481.8 866.82 12.006 46,642.7 37.0 672.78 13.003 324.1 4,518.9 865.23 12.012 46,966.8

2004........... 4,414.7 893.52 12.002 47,343.5 39.4 706.84 13.010 361.9 4,454.1 891.87 12.009 47,705.4

2005-I........ 4,370.5 922.71 3.000 12,098.0 40.3 738.16 3.000 89.3 4,410.8 921.02 3.000 12,187.3

2005-II....... 4,351.6 925.13 3.000 12,077.3 40.7 745.09 3.000 90.9 4,392.2 923.46 3.000 12,168.2

2005-III ..... 4,344.5 927.55 3.000 12,089.2 41.1 751.27 3.000 92.6 4,385.6 925.89 3.000 12,181.8

2005-IV ..... 4,330.8 929.97 3.000 12,082.5 41.3 757.46 3.000 93.8 4,372.1 928.34 3.000 12,176.3

2006-I........ 4,298.0 951.03 3.000 12,262.5 41.3 777.82 3.000 96.5 4,339.3 949.38 3.000 12,359.0

2006-II....... 4,283.0 953.51 3.000 12,251.5 41.8 783.94 3.000 98.3 4,324.8 951.87 3.000 12,349.9

2006-III ..... 4,279.6 955.98 3.000 12,273.8 42.3 789.28 3.000 100.3 4,322.0 954.35 3.000 12,374.0

2006-IV ..... 4,269.7 958.46 3.000 12,277.1 42.7 794.62 3.000 101.7 4,312.4 956.84 3.000 12,378.8

2007-I........ 4,241.0 982.07 3.000 12,494.9 42.8 816.53 3.000 104.9 4,283.8 980.42 3.000 12,599.8

2007-II....... 4,229.9 984.61 3.000 12,494.3 43.4 822.15 3.000 107.0 4,273.3 982.96 3.000 12,601.3

2007-III ..... 4,230.3 987.14 3.000 12,527.7 44.0 826.96 3.000 109.2 4,274.3 985.49 3.000 12,636.9

2007-IV ..... 4,224.2 989.67 3.000 12,541.7 44.4 831.77 3.000 110.8 4,268.6 988.03 3.000 12,652.6

2008-I........ 4,199.0 1,019.00 3.000 12,836.4 44.6 858.10 3.000 114.9 4,243.7 1,017.30 3.000 12,951.3

2008-II....... 4,190.5 1,021.60 3.000 12,843.0 45.2 863.27 3.000 117.0 4,235.7 1,019.91 3.000 12,959.9

2008-III ..... 4,193.4 1,024.20 3.000 12,884.5 45.8 867.58 3.000 119.1 4,239.1 1,022.51 3.000 13,003.6

2008-IV ..... 4,189.8 1,026.80 3.000 12,906.1 46.1 871.90 3.000 120.7 4,235.9 1,025.11 3.000 13,026.8

2009-I........ 4,166.8 1,058.22 3.000 13,228.0 46.3 899.67 3.000 125.0 4,213.1 1,056.47 3.000 13,353.0

2009-II....... 4,159.3 1,060.88 3.000 13,237.4 46.8 904.49 3.000 127.1 4,206.1 1,059.14 3.000 13,364.5

2009-III ..... 4,163.1 1,063.54 3.000 13,282.8 47.4 908.40 3.000 129.3 4,210.5 1,061.79 3.000 13,412.1

2009-IV ..... 4,160.4 1,066.20 3.000 13,307.6 47.8 912.31 3.000 130.8 4,208.2 1,064.45 3.000 13,438.4

2010-I........ 4,138.4 1,098.79 3.000 13,641.6 47.9 940.81 3.000 135.3 4,186.3 1,096.98 3.000 13,776.9

2010-II....... 4,131.4 1,101.53 3.000 13,652.5 48.4 945.40 3.000 137.3 4,179.8 1,099.72 3.000 13,789.8

2010-III ..... 4,135.6 1,104.27 3.000 13,700.4 49.0 949.04 3.000 139.5 4,184.6 1,102.45 3.000 13,839.9

2010-IV ..... 4,133.4 1,107.01 3.000 13,727.1 49.3 952.69 3.000 140.9 4,182.7 1,105.19 3.000 13,867.9

2011-I ........ 4,112.2 1,140.84 3.000 14,074.0 49.4 982.09 3.000 145.5 4,161.6 1,138.96 3.000 14,219.5

2011-II....... 4,106.5 1,143.73 3.000 14,090.3 49.9 986.72 3.000 147.6 4,156.4 1,141.84 3.000 14,237.9

2011-III ..... 4,112.1 1,146.61 3.000 14,144.8 50.4 990.37 3.000 149.9 4,162.5 1,144.72 3.000 14,294.7

2011-IV ..... 4,111.2 1,149.50 3.000 14,177.3 50.7 994.02 3.000 151.3 4,161.9 1,147.60 3.000 14,328.6

2012-I........ 4,091.6 1,184.67 3.000 14,541.6 50.8 1,024.54 3.000 156.2 4,142.4 1,182.71 3.000 14,697.8

2012-II....... 4,088.0 1,187.71 3.000 14,566.0 51.3 1,029.20 3.000 158.5 4,139.3 1,185.74 3.000 14,724.5

2012-III ..... 4,095.5 1,190.75 3.000 14,630.0 51.9 1,032.83 3.000 160.9 4,147.4 1,188.77 3.000 14,790.9

2012-IV ..... 4,096.6 1,193.78 3.000 14,671.2 52.2 1,036.47 3.000 162.4 4,148.8 1,191.80 3.000 14,833.7

2013-I........ 4,078.7 1,230.35 3.000 15,054.8 52.4 1,068.12 3.000 167.8 4,131.1 1,228.29 3.000 15,222.6

2013-II....... 4,076.3 1,233.53 3.000 15,084.6 52.9 1,072.82 3.000 170.2 4,129.1 1,231.47 3.000 15,254.8

2013-III ..... 4,084.9 1,236.71 3.000 15,155.4 53.5 1,076.44 3.000 172.8 4,138.4 1,234.63 3.000 15,328.1

2013-IV ..... 4,087.1 1,239.88 3.000 15,202.6 53.8 1,080.07 3.000 174.4 4,140.9 1,237.81 3.000 15,377.0

2014-I........ 4,070.4 1,277.89 3.000 15,604.5 53.9 1,112.92 3.000 180.1 4,124.3 1,275.74 3.000 15,784.6

2014-II....... 4,068.7 1,281.24 3.000 15,639.0 54.5 1,117.74 3.000 182.7 4,123.2 1,279.08 3.000 15,821.7

2014-III ..... 4,078.2 1,284.58 3.000 15,716.2 55.1 1,121.44 3.000 185.5 4,133.3 1,282.41 3.000 15,901.6

2014-IV ..... 4,081.2 1,287.93 3.000 15,769.0 55.5 1,125.15 3.000 187.2 4,136.7 1,285.74 3.000 15,956.2
214

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, 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 ........... 544.8 $230.41 12.099 $1,518.6 15.5 $132.07 11.865 $24.4 560.3 $227.68 12.095 $1,543.0

1981 ........... 532.0 263.45 12.084 1,693.6 16.7 150.43 11.945 30.0 548.7 260.01 12.081 1,723.7

1982 ........... 503.1 294.36 12.147 1,798.9 17.3 166.56 12.207 35.2 520.4 290.10 12.149 1,834.1

1983 ........... 475.6 306.77 11.618 1,695.0 18.6 172.28 11.828 37.9 494.2 301.71 11.623 1,732.9

1984 ........... 369.8 313.76 12.125 1,406.8 17.5 178.54 11.982 37.4 387.3 307.65 12.121 1,444.2

1985 ........... 354.1 326.95 12.144 1,406.0 17.2 187.09 12.083 38.9 371.3 320.47 12.142 1,445.0

1986 ........... 339.5 337.72 12.138 1,391.7 17.3 196.31 11.810 40.0 356.8 330.88 12.129 1,431.7

1987 ........... 317.1 342.58 12.208 1,326.2 14.9 204.53 12.239 37.4 332.1 336.37 12.208 1,363.7

1988 ........... 306.8 357.11 12.039 1,319.1 15.2 216.95 11.915 39.4 322.1 350.48 12.035 1,358.5

1989 ........... 296.8 372.32 12.017 1,328.0 15.3 230.50 11.944 42.0 312.1 365.38 12.015 1,370.0

1990 ........... 289.1 390.96 12.037 1,360.6 15.6 246.06 11.950 45.8 304.7 383.55 12.034 1,406.4

1991 ........... 283.7 412.53 12.020 1,407.0 16.0 264.09 11.936 50.3 299.7 404.63 12.017 1,457.2

1992 ........... 279.8 427.60 11.991 1,434.4 16.7 281.08 11.651 54.8 296.5 419.33 11.978 1,489.2

1993 ........... 272.6 439.91 12.051 1,445.1 15.7 300.36 12.078 57.0 288.3 432.31 12.052 1,502.1

1994 ........... 266.2 452.90 11.983 1,444.6 15.3 317.13 11.998 58.2 281.5 445.53 11.983 1,502.8

1995 ........... 261.0 467.12 12.034 1,466.9 15.2 334.61 12.044 61.4 276.2 459.81 12.034 1,528.4

1996 ........... 229.6 497.95 12.191 1,393.9 10.9 391.18 12.414 53.0 240.5 493.10 12.199 1,447.0

1997 ........... 220.2 518.05 11.968 1,365.0 10.3 417.09 11.952 51.4 230.5 513.53 11.967 1,416.4

1998 ........... 209.0 534.64 11.973 1,338.1 9.9 436.02 11.944 51.3 218.9 530.20 11.972 1,389.4

1999 ........... 200.1 548.10 11.963 1,312.1 9.5 451.78 11.953 51.4 209.6 543.73 11.963 1,363.5

2000 ........... 190.6 569.90 11.958 1,298.6 9.3 473.17 11.945 52.6 199.9 565.40 11.957 1,351.1

2001 ........... 184.5 599.12 11.923 1,318.1 9.5 502.25 11.881 56.9 194.1 594.36 11.921 1,375.0

2002 ........... 180.9 625.88 11.875 1,344.4 10.0 529.45 11.802 62.3 190.9 620.84 11.872 1,406.7

2003 ........... 176.5 644.98 11.894 1,353.6 10.4 546.63 11.850 67.5 186.9 639.49 11.892 1,421.1

2004 ........... 172.7 668.26 11.867 1,369.6 10.8 568.33 11.860 72.5 183.5 662.40 11.867 1,442.1

2005-I......... 170.0 688.50 3.000 351.1 11.0 589.36 3.000 19.4 181.0 682.50 3.000 370.5

2005-II ....... 167.6 684.18 3.000 344.0 10.9 585.23 3.000 19.1 178.5 678.14 3.000 363.1

2005-III...... 168.3 693.12 3.000 349.9 10.9 593.03 3.000 19.4 179.2 687.03 3.000 369.3

2005-IV...... 169.0 700.00 3.000 354.9 11.1 599.07 3.000 19.9 180.1 693.80 3.000 374.8

2006-I......... 166.1 710.25 3.000 353.9 11.0 608.59 3.000 20.0 177.1 703.95 3.000 373.9

2006-II ....... 163.8 705.74 3.000 346.9 10.9 604.17 3.000 19.7 174.7 699.41 3.000 366.6

2006-III...... 164.6 714.92 3.000 353.0 10.9 612.07 3.000 20.0 175.5 708.52 3.000 373.0

2006-IV...... 165.4 721.96 3.000 358.3 11.1 618.15 3.000 20.5 176.5 715.45 3.000 378.8

2007-I......... 162.6 733.95 3.000 358.1 11.0 629.08 3.000 20.7 173.6 727.32 3.000 378.8

2007-II ....... 160.5 729.30 3.000 351.2 10.9 624.47 3.000 20.4 171.4 722.64 3.000 371.6

2007-III...... 161.4 738.79 3.000 357.7 10.9 632.58 3.000 20.7 172.3 732.07 3.000 378.3

2007-IV...... 162.3 746.07 3.000 363.3 11.0 638.81 3.000 21.2 173.4 739.24 3.000 384.5

2008-I......... 159.7 762.18 3.000 365.1 11.0 653.25 3.000 21.5 170.6 755.19 3.000 386.6

2008-II ....... 157.7 757.37 3.000 358.3 10.9 648.45 3.000 21.1 168.6 750.35 3.000 379.4

2008-III...... 158.6 767.24 3.000 365.0 10.9 656.86 3.000 21.4 169.5 760.15 3.000 386.5

2008-IV...... 159.6 774.82 3.000 371.0 11.0 663.31 3.000 21.9 170.6 767.62 3.000 392.9

2009-I......... 157.1 792.34 3.000 373.4 10.9 678.97 3.000 22.3 168.0 784.96 3.000 395.6

2009-II ....... 155.1 787.35 3.000 366.4 10.8 673.98 3.000 21.9 166.0 779.96 3.000 388.3

2009-III...... 156.0 797.64 3.000 373.4 10.8 682.73 3.000 22.2 166.9 790.18 3.000 395.6

2009-IV...... 157.1 805.54 3.000 379.6 11.0 689.45 3.000 22.7 168.0 797.96 3.000 402.3

2010-I......... 154.6 823.79 3.000 382.1 10.9 705.74 3.000 23.0 165.5 816.03 3.000 405.2

2010-II ....... 152.8 818.65 3.000 375.3 10.8 700.60 3.000 22.7 163.6 810.87 3.000 398.0

2010-III...... 153.8 829.39 3.000 382.7 10.8 709.74 3.000 23.0 164.6 821.54 3.000 405.7

2010-IV...... 154.9 837.65 3.000 389.2 10.9 716.76 3.000 23.5 165.8 829.68 3.000 412.7

2011-I......... 152.6 856.66 3.000 392.1 10.8 733.73 3.000 23.9 163.4 848.50 3.000 416.0

2011-II ....... 150.8 851.33 3.000 385.3 10.7 728.42 3.000 23.5 161.6 843.15 3.000 408.7

2011-III...... 151.9 862.50 3.000 393.0 10.8 737.95 3.000 23.8 162.7 854.26 3.000 416.8

2011-IV...... 153.0 871.10 3.000 399.9 10.9 745.28 3.000 24.4 163.9 862.74 3.000 424.3

2012-I......... 150.8 890.86 3.000 403.1 10.8 762.93 3.000 24.7 161.6 882.31 3.000 427.8

2012-II ....... 149.2 885.27 3.000 396.2 10.7 757.36 3.000 24.3 159.9 876.70 3.000 420.5

2012-III...... 150.3 896.84 3.000 404.3 10.7 767.23 3.000 24.7 161.0 888.21 3.000 429.0

2012-IV...... 151.5 905.75 3.000 411.6 10.9 774.81 3.000 25.2 162.3 896.99 3.000 436.8

2013-I......... 149.3 926.25 3.000 414.9 10.8 793.13 3.000 25.6 160.1 917.30 3.000 440.5

2013-II ....... 147.8 920.42 3.000 408.0 10.7 787.32 3.000 25.2 158.4 911.45 3.000 433.2

2013-III...... 148.9 932.43 3.000 416.5 10.7 797.57 3.000 25.6 159.6 923.40 3.000 442.1

2013-IV...... 150.1 941.67 3.000 424.2 10.8 805.43 3.000 26.2 161.0 932.50 3.000 450.3

2014-I......... 148.1 962.97 3.000 427.8 10.7 824.47 3.000 26.6 158.8 953.60 3.000 454.3

2014-II ....... 146.6 956.90 3.000 420.8 10.6 818.42 3.000 26.1 157.2 947.52 3.000 446.9

2014-III...... 147.8 969.39 3.000 429.8 10.7 829.07 3.000 26.5 158.4 959.95 3.000 456.3

2014-IV...... 149.1 978.98 3.000 437.8 10.8 837.24 3.000 27.1 159.9 969.41 3.000 465.0
OASI Dollars

215

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Male parents of deceased workers Female parents of deceased workers Total parents of deceased workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980........... 0.7 $231.42 12.109 $2.0 14.6 $258.41 12.053 $45.6 15.3 $257.17 12.055 $47.5

1981........... .7 265.10 12.079 2.1 13.5 294.47 12.051 47.9 14.1 293.12 12.052 50.0

1982........... .6 294.19 12.046 2.2 12.4 324.66 12.037 48.6 13.0 323.22 12.037 50.7

1983........... .6 308.14 12.081 2.2 11.3 337.92 12.037 46.1 11.9 336.46 12.039 48.3

1984........... .6 322.59 12.049 2.2 10.3 352.09 12.062 43.9 10.9 350.58 12.062 46.1

1985........... .5 338.25 12.159 2.2 9.4 366.90 12.074 41.7 9.9 365.39 12.078 43.8

1986........... .5 353.71 11.988 2.2 8.5 381.49 12.089 39.4 9.1 379.92 12.083 41.6

1987........... .5 365.08 11.999 2.2 7.7 390.17 12.083 36.5 8.2 388.66 12.078 38.7

1988........... .5 390.02 11.965 2.2 7.0 410.84 12.077 34.9 7.5 409.55 12.070 37.0

1989........... .4 417.49 12.141 2.1 6.3 431.75 12.097 33.1 6.8 430.86 12.099 35.2

1990........... .4 443.86 11.956 2.2 5.8 456.07 12.037 31.7 6.2 455.25 12.032 33.9

1991........... .4 477.58 12.061 2.2 5.3 485.85 12.097 30.9 5.6 485.28 12.095 33.1

1992........... .4 503.54 12.023 2.3 4.8 509.38 12.060 29.8 5.2 508.94 12.057 32.1

1993........... .4 518.21 12.063 2.4 4.5 530.49 12.087 28.6 4.8 529.53 12.085 30.9

1994........... .4 539.84 11.887 2.4 4.1 551.36 12.044 27.3 4.5 550.40 12.031 29.7

1995........... .4 561.71 12.255 2.4 3.8 573.44 12.062 26.1 4.1 572.43 12.078 28.5

1996........... .3 575.37 12.051 2.4 3.5 594.74 12.037 24.8 3.8 592.97 12.038 27.2

1997........... .3 603.13 11.990 2.4 3.2 618.93 12.052 23.8 3.5 617.46 12.047 26.2

1998........... .3 616.93 12.249 2.2 3.0 641.13 12.008 23.1 3.3 638.98 12.029 25.2

1999........... .3 623.39 12.042 2.1 2.8 657.36 12.094 21.9 3.0 654.21 12.089 24.0

2000........... .3 644.61 12.135 2.1 2.6 680.37 12.026 20.9 2.8 677.01 12.036 23.0

2001........... .3 669.53 11.898 2.1 2.4 710.21 12.059 20.4 2.6 706.15 12.043 22.5

2002........... .3 689.94 11.929 2.1 2.2 740.20 12.044 19.8 2.5 735.02 12.032 21.9

2003........... .2 711.41 11.974 2.1 2.1 761.16 12.072 19.0 2.3 755.93 12.062 21.1

2004........... .2 737.29 11.935 2.0 1.9 786.67 12.018 18.3 2.2 781.45 12.010 20.3

2005-I........ .2 763.74 3.000 .5 1.9 816.22 3.000 4.6 2.1 810.66 3.000 5.1

2005-II....... .2 764.23 3.000 .5 1.8 818.14 3.000 4.5 2.1 812.35 3.000 5.0

2005-III ..... .2 760.90 3.000 .5 1.8 821.71 3.000 4.5 2.0 815.12 3.000 5.0

2005-IV ..... .2 765.21 3.000 .5 1.8 825.28 3.000 4.4 2.0 818.70 3.000 4.9

2006-I........ .2 783.72 3.000 .5 1.7 843.77 3.000 4.4 2.0 837.11 3.000 4.9

2006-II....... .2 782.96 3.000 .5 1.7 845.81 3.000 4.4 1.9 838.75 3.000 4.9

2006-III ..... .2 778.29 3.000 .5 1.7 849.55 3.000 4.3 1.9 841.47 3.000 4.8

2006-IV ..... .2 781.44 3.000 .5 1.7 853.29 3.000 4.3 1.9 845.06 3.000 4.8

2007-I........ .2 800.96 3.000 .5 1.6 874.15 3.000 4.3 1.8 865.66 3.000 4.8

2007-II....... .2 799.94 3.000 .5 1.6 876.23 3.000 4.2 1.8 867.28 3.000 4.7

2007-III ..... .2 794.93 3.000 .5 1.6 880.07 3.000 4.2 1.8 869.99 3.000 4.7

2007-IV ..... .2 797.90 3.000 .5 1.6 883.91 3.000 4.1 1.8 873.62 3.000 4.6

2008-I........ .2 821.72 3.000 .5 1.5 909.96 3.000 4.2 1.7 899.26 3.000 4.7

2008-II....... .2 820.81 3.000 .5 1.5 912.23 3.000 4.1 1.7 901.03 3.000 4.6

2008-III ..... .2 815.80 3.000 .5 1.5 916.33 3.000 4.1 1.7 903.93 3.000 4.6

2008-IV ..... .2 819.00 3.000 .5 1.5 920.44 3.000 4.0 1.7 907.81 3.000 4.5

2009-I........ .2 844.38 3.000 .5 1.4 948.58 3.000 4.1 1.6 935.46 3.000 4.6

2009-II....... .2 843.49 3.000 .5 1.4 951.01 3.000 4.0 1.6 937.31 3.000 4.5

2009-III ..... .2 838.38 3.000 .5 1.4 955.35 3.000 4.0 1.6 940.33 3.000 4.5

2009-IV ..... .2 841.70 3.000 .5 1.4 959.69 3.000 3.9 1.6 944.43 3.000 4.4

2010-I........ .2 867.79 3.000 .5 1.3 989.09 3.000 4.0 1.5 973.24 3.000 4.5

2010-II....... .2 866.80 3.000 .5 1.3 991.66 3.000 3.9 1.5 975.20 3.000 4.4

2010-III ..... .2 861.48 3.000 .5 1.3 996.21 3.000 3.9 1.5 978.37 3.000 4.4

2010-IV ..... .2 864.82 3.000 .5 1.3 1,000.77 3.000 3.9 1.5 982.70 3.000 4.4

2011-I ........ .2 891.54 3.000 .5 1.3 1,031.48 3.000 3.9 1.5 1,012.74 3.000 4.4

2011-II....... .2 890.43 3.000 .5 1.2 1,034.25 3.000 3.9 1.4 1,014.83 3.000 4.4

2011-III ..... .2 884.86 3.000 .5 1.2 1,039.10 3.000 3.8 1.4 1,018.18 3.000 4.4

2011-IV ..... .2 888.19 3.000 .5 1.2 1,043.95 3.000 3.8 1.4 1,022.71 3.000 4.3

2012-I........ .2 915.63 3.000 .5 1.2 1,076.05 3.000 3.8 1.4 1,054.01 3.000 4.4

2012-II....... .2 914.66 3.000 .5 1.2 1,078.96 3.000 3.8 1.4 1,056.21 3.000 4.3

2012-III ..... .2 909.12 3.000 .5 1.2 1,084.03 3.000 3.8 1.4 1,059.76 3.000 4.3

2012-IV ..... .2 912.72 3.000 .5 1.2 1,089.11 3.000 3.8 1.3 1,064.58 3.000 4.3

2013-I........ .2 941.08 3.000 .5 1.1 1,122.63 3.000 3.8 1.3 1,097.26 3.000 4.3

2013-II....... .2 940.20 3.000 .5 1.1 1,125.71 3.000 3.8 1.3 1,099.62 3.000 4.3

2013-III ..... .2 934.62 3.000 .5 1.1 1,131.06 3.000 3.8 1.3 1,103.37 3.000 4.3

2013-IV ..... .2 938.44 3.000 .5 1.1 1,136.41 3.000 3.7 1.3 1,108.50 3.000 4.2

2014-I........ .2 967.70 3.000 .5 1.1 1,171.43 3.000 3.8 1.3 1,142.61 3.000 4.3

2014-II....... .2 966.87 3.000 .5 1.1 1,174.70 3.000 3.8 1.2 1,145.21 3.000 4.3

2014-III ..... .2 961.22 3.000 .5 1.1 1,180.32 3.000 3.8 1.2 1,149.26 3.000 4.3

2014-IV ..... .2 965.22 3.000 .5 1.0 1,185.95 3.000 3.7 1.2 1,154.68 3.000 4.2
Benefit Payments

216

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar

period

Disabled widows of deceased workers Disabled widowers of deceased workers

Total disabled widows and widowers 

of deceased workers

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

In current-payment 

status at

midpoint of period

Total 

current-payment

benefits during period

Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount Number

Average

benefit Rate Amount

1980 ........... 127.0 $193.14 12.004 $294.4 0.9 $138.91 11.748 $1.4 127.9 $192.77 12.003 $295.8

1981 ........... 123.3 216.31 12.016 320.4 1.0 151.86 11.845 1.8 124.2 215.80 12.015 322.1

1982 ........... 117.1 236.32 11.996 332.1 1.0 163.01 11.945 2.0 118.2 235.69 11.995 334.0

1983 ........... 110.0 242.20 12.052 321.0 1.0 161.74 11.970 2.0 111.0 241.46 12.052 323.0

1984 ........... 107.0 284.42 12.032 366.3 1.1 180.33 11.945 2.3 108.1 283.37 12.032 368.6

1985 ........... 105.5 307.41 11.991 389.1 1.1 187.61 11.931 2.6 106.7 306.13 11.990 391.6

1986 ........... 104.7 317.02 11.992 398.1 1.2 192.64 12.022 2.9 106.0 315.55 11.992 401.0

1987 ........... 104.2 321.83 12.002 402.4 1.3 196.15 12.611 3.3 105.5 320.26 12.006 405.6

1988 ........... 102.3 336.14 12.061 414.6 1.3 203.36 12.693 3.5 103.6 334.42 12.066 418.0

1989 ........... 100.5 351.19 12.024 424.5 1.4 211.85 12.671 3.7 101.9 349.31 12.029 428.2

1990 ........... 99.9 369.89 11.969 442.3 1.4 224.08 12.589 4.0 101.3 367.82 11.975 446.3

1991 ........... 106.1 392.80 11.807 492.0 1.7 244.83 12.061 5.0 107.8 390.50 11.810 496.9

1992 ........... 120.8 411.06 11.961 594.0 2.1 262.49 11.937 6.5 122.9 408.53 11.960 600.6

1993 ........... 136.7 425.51 11.957 695.4 2.5 275.38 11.899 8.2 139.2 422.81 11.957 703.6

1994 ........... 150.9 436.64 11.962 788.2 2.9 289.23 11.934 10.1 153.8 433.82 11.962 798.3

1995 ........... 163.5 449.48 11.978 880.2 3.4 299.34 11.946 12.0 166.9 446.46 11.978 892.2

1996 ........... 173.7 461.14 12.000 961.4 3.7 308.30 11.986 13.8 177.5 457.93 12.000 975.2

1997 ........... 180.9 474.02 11.995 1,028.5 4.0 319.78 11.883 15.4 184.9 470.65 11.994 1,043.9

1998 ........... 186.7 484.09 12.006 1,085.1 4.4 326.98 11.968 17.1 191.1 480.50 12.005 1,102.1

1999 ........... 191.8 491.30 11.996 1,130.2 4.7 332.75 11.973 18.8 196.5 487.50 11.995 1,149.0

2000 ........... 195.1 504.67 12.000 1,181.3 5.0 344.23 11.975 20.8 200.1 500.63 11.999 1,202.1

2001 ........... 197.5 525.39 11.988 1,243.7 5.4 363.19 11.992 23.4 202.8 521.08 11.989 1,267.1

2002 ........... 200.2 543.01 11.967 1,300.9 5.6 377.01 12.409 26.2 205.8 538.50 11.975 1,327.1

2003 ........... 202.5 555.05 11.969 1,345.4 5.8 388.88 13.015 29.5 208.4 550.40 11.989 1,374.9

2004 ........... 203.8 570.50 11.933 1,387.4 6.2 403.27 13.015 32.8 210.0 565.53 11.956 1,420.2

2005-I......... 204.2 588.93 3.000 360.8 6.4 416.66 3.000 8.1 210.6 583.65 3.000 368.8

2005-II ....... 204.5 590.22 3.000 362.1 6.5 418.11 3.000 8.1 211.0 584.92 3.000 370.3

2005-III...... 205.3 591.50 3.000 364.2 6.7 418.29 3.000 8.3 211.9 586.07 3.000 372.6

2005-IV...... 205.8 592.79 3.000 366.0 6.8 420.58 3.000 8.5 212.6 587.30 3.000 374.5

2006-I......... 205.5 605.88 3.000 373.6 6.8 430.85 3.000 8.8 212.3 600.29 3.000 382.4

2006-II ....... 206.0 606.96 3.000 375.1 6.8 432.19 3.000 8.8 212.8 601.36 3.000 383.9

2006-III...... 206.9 608.04 3.000 377.3 7.0 432.22 3.000 9.1 213.8 602.29 3.000 386.4

2006-IV...... 207.5 609.12 3.000 379.2 7.1 434.43 3.000 9.3 214.6 603.33 3.000 388.5

2007-I......... 207.3 623.66 3.000 387.9 7.1 445.80 3.000 9.5 214.4 617.75 3.000 397.4

2007-II ....... 207.7 624.85 3.000 389.3 7.2 447.16 3.000 9.6 214.8 618.92 3.000 398.9

2007-III...... 208.4 626.04 3.000 391.5 7.3 447.17 3.000 9.9 215.8 619.95 3.000 401.3

2007-IV...... 209.0 627.23 3.000 393.3 7.5 449.43 3.000 10.1 216.5 621.09 3.000 403.4

2008-I......... 208.8 645.41 3.000 404.2 7.5 463.42 3.000 10.4 216.2 639.11 3.000 414.6

2008-II ....... 209.2 646.69 3.000 405.8 7.5 464.81 3.000 10.5 216.7 640.38 3.000 416.3

2008-III...... 210.0 647.98 3.000 408.2 7.7 464.81 3.000 10.7 217.7 641.50 3.000 419.0

2008-IV...... 210.6 649.26 3.000 410.2 7.8 467.13 3.000 11.0 218.4 642.74 3.000 421.2

2009-I......... 210.5 668.78 3.000 422.2 7.8 482.11 3.000 11.3 218.3 662.09 3.000 433.6

2009-II ....... 211.0 670.16 3.000 424.3 7.9 483.49 3.000 11.4 218.9 663.46 3.000 435.7

2009-III...... 212.0 671.54 3.000 427.2 8.0 483.41 3.000 11.7 220.1 664.67 3.000 438.8

2009-IV...... 212.8 672.91 3.000 429.7 8.2 485.76 3.000 11.9 221.0 666.00 3.000 441.6

2010-I......... 212.9 693.20 3.000 442.7 8.2 501.28 3.000 12.3 221.0 686.12 3.000 454.9

2010-II ....... 213.7 694.70 3.000 445.3 8.2 502.70 3.000 12.4 221.9 687.60 3.000 457.7

2010-III...... 214.9 696.20 3.000 448.8 8.4 502.60 3.000 12.7 223.3 688.92 3.000 461.5

2010-IV...... 215.9 697.70 3.000 451.9 8.5 505.02 3.000 12.9 224.5 690.37 3.000 464.9

2011-I......... 215.6 718.81 3.000 465.0 8.5 521.14 3.000 13.3 224.2 711.30 3.000 478.3

2011-II ....... 215.1 720.45 3.000 465.0 8.5 522.62 3.000 13.4 223.7 712.90 3.000 478.4

2011-III...... 215.1 722.08 3.000 465.9 8.7 522.52 3.000 13.6 223.8 714.32 3.000 479.6

2011-IV...... 214.8 723.72 3.000 466.4 8.8 525.04 3.000 13.9 223.6 715.88 3.000 480.3

2012-I......... 213.5 745.70 3.000 477.7 8.8 541.81 3.000 14.3 222.3 737.65 3.000 491.9

2012-II ....... 212.6 747.47 3.000 476.8 8.8 543.36 3.000 14.3 221.4 739.37 3.000 491.1

2012-III...... 212.1 749.23 3.000 476.8 8.9 543.27 3.000 14.6 221.1 740.90 3.000 491.4

2012-IV...... 211.4 751.00 3.000 476.4 9.1 545.90 3.000 14.8 220.5 742.58 3.000 491.2

2013-I......... 209.8 773.87 3.000 487.1 9.0 563.34 3.000 15.2 218.8 765.21 3.000 502.3

2013-II ....... 208.6 775.77 3.000 485.4 9.0 564.95 3.000 15.2 217.6 767.05 3.000 500.7

2013-III...... 207.8 777.67 3.000 484.8 9.2 564.85 3.000 15.5 216.9 768.69 3.000 500.3

2013-IV...... 206.8 779.56 3.000 483.6 9.3 567.59 3.000 15.8 216.0 770.48 3.000 499.4

2014-I......... 205.0 803.38 3.000 494.2 9.2 585.73 3.000 16.2 214.2 794.03 3.000 510.3

2014-II ....... 204.0 805.45 3.000 493.0 9.2 587.41 3.000 16.2 213.3 796.04 3.000 509.3

2014-III...... 203.5 807.52 3.000 492.9 9.4 587.33 3.000 16.5 212.8 797.82 3.000 509.4

2014-IV...... 202.7 809.59 3.000 492.2 9.5 590.19 3.000 16.8 212.2 799.77 3.000 509.1
OASI Dollars

217

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar period

In current-payment status 

at midpoint of period

Total current-payment

benefits during period

Number Average benefit Rate Amount

1980 ........................ 102.0 $97.82 12.011 $119.9

1981 ........................ 84.0 110.29 12.026 111.4

1982 ........................ 69.5 120.46 12.008 100.5

1983 ........................ 56.6 124.81 12.038 85.1

1984 ........................ 45.6 129.51 12.045 71.2

1985 ........................ 35.7 134.05 12.081 57.8

1986 ........................ 28.0 138.00 12.068 46.7

1987 ........................ 21.7 139.66 12.081 36.6

1988 ........................ 16.3 145.32 12.108 28.7

1989 ........................ 12.0 151.07 12.107 22.0

1990 ........................ 8.7 158.17 12.105 16.7

1991 ........................ 6.3 166.63 12.116 12.7

1992 ........................ 4.4 172.62 12.089 9.2

1993 ........................ 3.0 177.78 12.133 6.5

1994 ........................ 2.0 182.36 12.223 4.4

1995 ........................ 1.3 187.27 12.129 3.0

1996 ........................ .8 192.03 12.220 1.9

1997 ........................ .5 197.37 12.160 1.2

1998 ........................ .3 201.54 12.104 .8

1999 ........................ .2 203.92 12.145 .5

2000 ........................ .1 210.21 12.356 .3

2001 ........................ .1 217.48 12.165 .2

2002 ........................ 1/ 224.73 12.201 .1

2003 ........................ 1/ 227.33 12.203 2/

2004 ........................ 1/ 230.05 12.354 2/

2005-I...................... 1/ 237.46 3.000 2/

2005-II .................... 1/ 237.46 3.000 2/

2005-III ................... 1/ 237.46 3.000 2/

2005-IV................... ... ... ... ...

2006-I...................... ... ... ... ...

2006-II .................... ... ... ... ...

2006-III ................... ... ... ... ...

2006-IV................... ... ... ... ...

2007-I...................... ... ... ... ...

2007-II .................... ... ... ... ...

2007-III ................... ... ... ... ...

2007-IV................... ... ... ... ...

2008-I...................... ... ... ... ...

2008-II .................... ... ... ... ...

2008-III ................... ... ... ... ...

2008-IV................... ... ... ... ...

2009-I...................... ... ... ... ...

2009-II .................... ... ... ... ...

2009-III ................... ... ... ... ...

2009-IV................... ... ... ... ...

2010-I...................... ... ... ... ...

2010-II .................... ... ... ... ...

2010-III ................... ... ... ... ...

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................... ... ... ... ...

1 Fewer than 50. 2 Less than $50,000.
Benefit Payments

218

Sources:

• Number and average benefit shown earlier.

• Benefit increase factor computed as 1 divided by sum of (a) 1, and (b) general benefit increase occurring in that period times number of months for which that increase did not

apply divided by 12 (for years) or 3 (for quarters).

• Factor for all other components computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit times benefit increase factor.

• Historical total non-current-payment benefits other than benefits due to AERO computed by subtracting current-payment benefits (shown earlier) and benefits due to AERO from

total benefits from Treasury Statement of Account. Future non-current-payment benefits other than benefits due to AERO computed as number of awards times average benefit

times benefit increase factor times factor for all other components.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Numbers in thousands, amounts in millions]

Year

Awards to retired workers during year

Benefit increase factor

Factor for all other

components

Non-current-payment

Number Average benefit benefits other than AERO

1980 .......................................... 1,612.7 $363.09 0.933 0.944 $515.7

1981 .......................................... 1,579.0 402.07 .947 1.496 899.1

1982 .......................................... 1,618.4 412.60 .964 .934 601.3

1983 .......................................... 1,662.3 421.75 .966 1.802 1,220.8

1984 .......................................... 1,604.2 429.16 .966 .944 627.9

1985 .......................................... 1,682.4 445.04 .970 .493 357.7

1986 .......................................... 1,726.2 458.80 .987 .230 179.9

1987 .......................................... 1,660.7 485.47 .960 .097 74.9

1988 .......................................... 1,644.8 507.13 .962 .265 212.1

1989 .......................................... 1,641.3 540.58 .955 .491 416.5

1990 .......................................... 1,654.1 579.01 .949 .662 601.2

1991 .......................................... 1,680.2 604.31 .964 .587 574.4

1992 .......................................... 1,700.5 626.34 .971 .596 616.1

1993 .......................................... 1,657.3 646.82 .975 .342 357.0

1994 .......................................... 1,623.8 668.94 .973 .293 309.5

1995 .......................................... 1,608.1 689.06 .975 .426 459.7

1996 .......................................... 1,580.4 713.41 .972 .500 547.5

1997 .......................................... 1,717.8 738.23 .979 1.120 1,390.5

1998 .......................................... 1,630.7 754.31 .987 1.314 1,595.4

1999 .......................................... 1,689.2 795.43 .976 1.005 1,317.8

2000 .......................................... 1,959.4 869.43 .966 1.928 3,173.9

2001 .......................................... 1,777.8 878.13 .975 .820 1,247.8

2002 .......................................... 1,812.6 914.23 .986 .708 1,156.5

2003 .......................................... 1,791.3 941.24 .979 .760 1,255.0

2004 .......................................... 1,883.1 961.16 .974 .743 1,309.3

2005 .......................................... 1,927.6 979.11 .980 1.080 1,998.3

2006 .......................................... 2,019.2 1,010.20 .979 .953 1,902.1

2007 .......................................... 2,149.9 1,045.73 .974 .970 2,123.4

2008 .......................................... 2,319.1 1,080.23 .973 .967 2,356.5

2009 .......................................... 2,535.5 1,127.59 .973 .970 2,697.7

2010 .......................................... 2,636.4 1,178.75 .973 .911 2,754.0

2011 .......................................... 2,776.9 1,233.19 .973 1.008 3,357.9

2012 .......................................... 2,943.8 1,290.68 .973 .993 3,670.1

2013 .......................................... 3,061.5 1,347.23 .973 .996 3,996.1

2014 .......................................... 3,132.4 1,401.09 .973 .996 4,252.2
OASI Dollars

219

Sources:

• Non-current-payment benefits other than AERO shown earlier.

• Historical AERO benefits from unpublished monthly report generated at time of AERO computer run; future AERO benefits projected based on historical trend and judgment, taking into account length of time from end of year of earnings to point of recomputation.

• Historical ratios and amounts of non-current-payment benefits by type of beneficiary prepared by the Office of the Chief Actuary. Future ratios projected based on historical trend

and judgment. Future amounts computed by applying corresponding ratio to total amount for retired workers and dependents.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Amounts in millions]

Year

Non-current-payment benefits to

retired workers and dependents Retired workers Spouses of retired workers Children of retired workers

Other than

AERO AERO Total

Percent of

total amount Amount

Percent of

total amount Amount

Percent of

total amount Amount

1980.................. $515.7 $47.2 $562.9 69.25 $389.8 6.73 $37.9 24.03 $135.2

1981.................. 899.1 431.4 1,330.6 80.31 1,068.6 7.80 103.8 11.89 158.2

1982.................. 601.3 886.2 1,487.5 84.08 1,250.7 9.16 136.2 6.76 100.6

1983.................. 1,220.8 1,268.3 2,489.2 86.54 2,154.1 9.98 248.4 3.48 86.7

1984.................. 627.9 888.5 1,516.4 85.99 1,303.9 8.97 136.1 5.04 76.4

1985.................. 357.7 645.8 1,001.2 77.58 776.7 15.05 150.7 7.37 73.8

1986.................. 179.9 567.7 747.7 73.43 549.0 17.30 129.3 9.28 69.4

1987.................. 74.9 467.2 542.0 67.24 364.4 20.45 110.8 12.31 66.7

1988.................. 212.1 359.6 571.6 72.64 415.2 15.47 88.4 11.90 68.0

1989.................. 416.5 588.0 1,004.5 80.91 812.7 12.33 123.8 6.76 67.9

1990.................. 601.2 408.3 1,009.5 80.87 816.5 11.99 121.0 7.14 72.1

1991.................. 574.4 361.6 936.0 79.85 747.4 12.22 114.4 7.93 74.2

1992.................. 616.1 347.7 963.8 79.65 767.6 12.24 118.0 8.11 78.2

1993.................. 357.0 350.6 707.6 92.57 655.1 -1.41 -10.0 8.84 62.5

1994.................. 309.5 298.7 608.1 93.09 566.1 -3.31 -20.1 10.22 62.1

1995.................. 459.7 341.8 801.5 95.63 766.4 -3.42 -27.4 7.79 62.4

1996.................. 547.5 286.6 834.1 95.56 797.1 -3.20 -26.7 7.64 63.7

1997.................. 1,390.5 295.3 1,685.8 94.46 1,592.5 1.01 17.1 4.52 76.2

1998.................. 1,595.4 329.7 1,925.0 93.64 1,802.5 2.19 42.1 4.18 80.4

1999.................. 1,317.8 302.2 1,619.9 93.55 1,515.4 1.35 21.9 5.10 82.6

2000.................. 3,173.9 380.0 3,553.9 94.30 3,351.2 3.09 109.7 2.62 93.0

2001.................. 1,247.8 422.3 1,670.1 97.89 1,634.9 -4.41 -73.7 6.52 108.9

2002.................. 1,156.5 465.6 1,622.1 92.56 1,501.4 .63 10.2 6.81 110.5

2003.................. 1,255.0 584.5 1,839.5 92.57 1,702.8 1.50 27.5 5.93 109.1

2004.................. 1,309.3 553.2 1,862.4 91.04 1,695.6 2.46 45.7 6.50 121.1

2005.................. 1,998.3 623.4 2,621.7 90.87 2,382.4 2.23 58.4 6.90 180.9

2006.................. 1,902.1 678.3 2,580.4 90.96 2,347.2 2.32 59.8 6.72 173.4

2007.................. 2,123.4 745.7 2,869.1 90.95 2,609.5 2.31 66.2 6.74 193.4

2008.................. 2,356.5 819.7 3,176.2 90.95 2,888.6 2.30 73.1 6.75 214.5

2009.................. 2,697.7 901.1 3,598.9 90.92 3,272.0 2.27 81.8 6.81 245.0

2010.................. 2,754.0 990.6 3,744.6 90.97 3,406.4 2.32 87.0 6.71 251.2

2011.................. 3,357.9 1,089.0 4,446.9 90.90 4,042.1 2.25 100.2 6.85 304.5

2012.................. 3,670.1 1,197.1 4,867.2 90.90 4,424.4 2.26 109.9 6.84 332.9

2013.................. 3,996.1 1,316.0 5,312.1 90.91 4,829.1 2.26 120.3 6.83 362.7

2014.................. 4,252.2 1,446.7 5,698.9 90.93 5,182.0 2.29 130.2 6.78 386.6
Benefit Payments

220

Sources:

• Number and average benefit shown earlier.

• Benefit increase factor computed as 1 divided by sum of (a) 1, and (b) general benefit increase occurring in that period times number of months for which that increase did not

apply divided by 12 (for years) or 3 (for quarters).

• Factor for all other components computed historically by dividing (a) non-current-payment benefits by (b) number of awards times average benefit times benefit increase factor.

• Historical total non-current-payment benefits other than benefits due to AERO computed by subtracting current-payment benefits (shown earlier) and benefits due to AERO from

total benefits from Treasury Statement of Account. Future non-current-payment benefits other than benefits due to AERO computed as number of awards times average benefit

times benefit increase factor times factor for all other components.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Numbers in thousands, amounts in millions]

Year

Awards to survivors during year

Benefit increase factor

Factor for all other

components

Non-current-payment

Number Average benefit benefits other than AERO

1980 .......................................... 1,098.9 $267.36 0.933 1.200 $329.1

1981 .......................................... 1,114.5 295.37 .947 1.550 483.1

1982 .......................................... 1,055.3 320.17 .964 1.233 401.7

1983 .......................................... 965.6 340.62 .966 1.869 593.8

1984 .......................................... 925.1 362.11 .966 1.402 453.9

1985 .......................................... 910.0 381.37 .970 1.426 480.1

1986 .......................................... 883.5 393.67 .987 1.193 409.6

1987 .......................................... 847.1 415.30 .960 1.152 389.1

1988 .......................................... 840.7 435.22 .962 1.186 417.4

1989 .......................................... 811.4 460.14 .955 1.233 439.7

1990 .......................................... 807.7 487.11 .949 1.320 492.7

1991 .......................................... 825.3 503.77 .964 1.334 534.6

1992 .......................................... 830.9 518.74 .971 1.341 561.0

1993 .......................................... 832.7 533.82 .975 1.615 699.6

1994 .......................................... 823.4 550.52 .973 1.584 698.4

1995 .......................................... 802.4 568.64 .975 1.860 827.0

1996 .......................................... 787.7 590.56 .972 1.681 760.0

1997 .......................................... 779.7 607.13 .979 2.154 998.7

1998 .......................................... 779.6 618.58 .987 2.251 1,071.5

1999 .......................................... 805.7 635.50 .976 2.027 1,012.6

2000 .......................................... 843.0 653.05 .966 2.044 1,087.4

2001 .......................................... 835.2 674.09 .975 2.432 1,334.3

2002 .......................................... 873.7 679.56 .986 2.134 1,249.6

2003 .......................................... 852.9 703.38 .979 2.162 1,270.3

2004 .......................................... 863.3 716.08 .974 2.274 1,369.1

2005 .......................................... 859.0 734.40 .980 2.160 1,336.0

2006 .......................................... 866.1 757.79 .979 2.170 1,393.6

2007 .......................................... 873.9 785.00 .974 2.180 1,456.1

2008 .......................................... 875.8 814.58 .973 2.190 1,519.9

2009 .......................................... 877.6 845.37 .973 2.200 1,587.6

2010 .......................................... 876.4 878.26 .973 2.200 1,647.2

2011 .......................................... 879.5 913.49 .973 2.200 1,719.4

2012 .......................................... 883.3 949.61 .973 2.200 1,795.2

2013 .......................................... 885.0 987.11 .973 2.200 1,869.5

2014 .......................................... 885.8 1,026.63 .973 2.200 1,946.2
OASI Dollars

221

Sources:

• Non-current-payment benefits other than AERO shown earlier.

• Historical AERO benefits from unpublished monthly report generated at time of AERO computer run; future AERO benefits projected based on historical trend and judgment, taking into account length of time from end of year of earnings to point of recomputation.

• Historical ratios and amounts of non-current-payment benefits by type of beneficiary prepared by the Office of the Chief Actuary. Future ratios projected based on historical trend

and judgment. Future amounts computed by applying corresponding ratio to total amount for survivors.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[Amounts in millions]

Year

Non-current-payment benefits to

survivors of deceased workers

Children of 

deceased workers

Aged widow(er)s 

of deceased workers

Disabled widow(er)s 

of deceased workers

Mother and father

beneficiaries

Parents of 

deceased workers

Other

than

AERO AERO Total

Percent of

total

amount Amount

Percent of

total

amount Amount

Percent of

total

amount Amount

Percent of

total

amount Amount

Percent of

total

amount Amount

1980.................. $329.1 $0.5 $329.5 80.61 $265.7 5.18 $17.1 5.07 $16.7 8.88 $29.2 0.26 $0.9

1981.................. 483.1 3.0 486.0 64.68 314.4 23.98 116.6 3.61 17.6 7.50 36.5 .21 1.0

1982.................. 401.7 18.8 420.5 67.16 282.4 22.67 95.3 3.68 15.5 6.35 26.7 .15 .6

1983.................. 593.8 36.0 629.8 46.91 295.4 43.44 273.6 3.43 21.6 6.07 38.2 .16 1.0

1984.................. 453.9 18.6 472.5 54.45 257.3 33.08 156.3 6.03 28.5 6.31 29.8 .13 .6

1985.................. 480.1 15.3 497.5 48.95 243.5 39.44 196.2 5.76 28.7 5.75 28.6 .09 .5

1986.................. 409.6 9.4 419.0 55.89 234.2 30.23 126.7 7.73 32.4 6.08 25.5 .07 .3

1987.................. 389.1 8.3 397.4 58.67 233.1 28.04 111.4 7.15 28.4 6.09 24.2 .05 .2

1988.................. 417.4 57.8 475.2 66.34 315.3 20.51 97.5 5.98 28.4 7.11 33.8 .05 .2

1989.................. 439.7 30.4 470.1 62.46 293.6 24.39 114.7 6.54 30.7 6.54 30.7 .07 .3

1990.................. 492.7 22.8 515.5 58.63 302.2 28.77 148.3 6.54 33.7 5.99 30.9 .07 .4

1991.................. 534.6 23.4 558.1 55.65 310.6 25.44 141.9 13.03 72.7 5.81 32.4 .08 .4

1992.................. 561.0 15.0 576.1 55.07 317.2 24.67 142.1 14.68 84.6 5.48 31.5 .11 .6

1993.................. 699.6 17.1 716.7 55.26 396.1 22.14 158.7 16.32 117.0 6.21 44.5 .07 .5

1994.................. 698.4 14.1 712.4 54.85 390.8 22.28 158.7 16.04 114.3 6.77 48.2 .06 .4

1995.................. 827.0 20.4 847.4 46.05 390.2 35.10 297.4 13.51 114.5 5.32 45.1 .02 .2

1996.................. 760.0 17.4 777.4 51.12 397.4 29.82 231.8 13.99 108.8 5.04 39.2 .03 .3

1997.................. 998.7 16.1 1,014.8 46.55 472.4 37.29 378.5 11.25 114.2 4.86 49.3 .05 .5

1998.................. 1,071.5 16.8 1,088.3 45.47 494.8 39.20 426.6 11.07 120.5 4.20 45.7 .07 .7

1999.................. 1,012.6 17.5 1,030.8 48.84 503.5 34.63 357.0 11.52 118.7 4.97 51.2 .03 .4

2000.................. 1,087.4 22.3 1,110.5 49.18 546.2 35.37 392.7 10.47 116.3 4.96 55.0 .02 .3

2001.................. 1,334.3 20.5 1,355.6 45.24 613.2 40.62 550.6 9.25 125.5 4.86 66.0 .03 .4

2002.................. 1,249.6 24.3 1,273.9 47.99 611.4 36.02 458.8 10.49 133.6 5.48 69.8 .03 .3

2003.................. 1,270.3 26.4 1,296.7 45.83 594.3 38.54 499.7 10.57 137.1 5.02 65.2 .04 .5

2004.................. 1,369.1 36.6 1,405.7 46.11 648.2 39.04 548.8 9.64 135.5 5.17 72.7 .04 .5

2005.................. 1,336.0 26.7 1,362.6 46.00 626.8 39.17 533.7 9.65 131.5 5.17 70.5 1/ 2/

2006.................. 1,393.6 36.7 1,430.2 46.13 659.7 39.07 558.8 9.60 137.3 5.20 74.3 1/ .1

2007.................. 1,456.1 40.3 1,496.5 46.16 690.7 39.05 584.3 9.59 143.6 5.20 77.8 1/ .1

2008.................. 1,519.9 44.3 1,564.2 46.18 722.4 39.02 610.4 9.58 149.9 5.21 81.4 1/ .1

2009.................. 1,587.6 48.7 1,636.4 46.21 756.2 39.00 638.2 9.57 156.6 5.21 85.3 1/ .1

2010.................. 1,647.2 53.6 1,700.8 46.25 786.6 38.97 662.8 9.56 162.6 5.22 88.8 .01 .1

2011.................. 1,719.4 58.9 1,778.3 46.28 823.0 38.94 692.5 9.55 169.7 5.22 92.9 .01 .1

2012.................. 1,795.2 64.7 1,859.9 46.32 861.4 38.91 723.8 9.53 177.3 5.23 97.3 .01 .1

2013.................. 1,869.5 71.2 1,940.6 46.36 899.6 38.88 754.6 9.52 184.7 5.24 101.6 .01 .1

2014.................. 1,946.2 78.2 2,024.5 46.40 939.3 38.85 786.5 9.50 192.4 5.24 106.2 .01 .1

1 Less than 0.005 percent. 2 Less than $50,000.
Benefit Payments

222

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 2005 Trustees Report intermediate set of assumptions.

III.E28.—Lump-Sum Death Benefits

(Calendar years 1980-2014)

[Numbers in thousands, amounts in millions]

Year Insured population Insured deaths

Lump-sum deaths

Ratio to insured deaths Number Average benefit Total amount

1980 ........................ 137,404.6 1,490.2 1.0419 1,552.6 $254.00 $394.4

1981 ........................ 140,475.0 1,491.0 .8754 1,305.3 254.72 332.5

1982 ........................ 142,951.4 1,487.9 .5357 797.1 255.00 203.3

1983 ........................ 144,830.9 1,538.1 .5237 805.5 255.00 205.4

1984 ........................ 146,601.0 1,567.5 .5292 829.5 255.00 211.5

1985 ........................ 148,334.6 1,605.4 .5117 821.5 252.53 207.5

1986 ........................ 150,954.9 1,630.7 .4926 803.3 252.63 202.9

1987 ........................ 153,331.6 1,649.1 .4876 804.2 252.53 203.1

1988 ........................ 155,751.8 1,700.2 .4845 823.8 252.63 208.1

1989 ........................ 158,344.4 1,691.3 .4836 817.9 252.44 206.5

1990 ........................ 161,502.8 1,705.8 .4775 814.6 252.37 205.6

1991 ........................ 163,959.4 1,720.7 .4652 800.5 252.33 202.0

1992 ........................ 165,826.9 1,739.5 .4687 815.4 252.04 205.5

1993 ........................ 167,447.6 1,820.5 .4687 853.2 251.37 214.5

1994 ........................ 169,254.0 1,837.8 .4767 876.1 251.15 220.0

1995 ........................ 170,884.7 1,869.1 .4683 875.4 249.57 218.5

1996 ........................ 173,203.1 1,879.3 .4648 873.5 249.04 217.5

1997 ........................ 175,401.7 1,884.1 .4608 868.3 248.50 215.8

1998 ........................ 177,863.4 1,907.8 .4595 876.6 248.32 217.7

1999 ........................ 180,379.7 1,955.1 .4442 868.5 248.58 215.9

2000 ........................ 182,921.4 1,970.8 .4378 862.8 248.16 214.1

2001 ........................ 185,453.8 1,998.1 .4248 848.9 249.63 211.9

2002 ........................ 187,749.4 2,038.0 .4220 860.0 247.17 212.6

2003 ........................ 189,610.8 2,068.3 .4045 836.6 246.26 206.0

2004 ........................ 191,517.7 2,105.0 .3903 821.5 249.72 205.1

2005 ........................ 193,698.8 2,142.1 .3861 827.0 248.19 205.3

2006 ........................ 195,834.5 2,167.7 .3818 827.6 248.19 205.4

2007 ........................ 197,963.7 2,193.1 .3773 827.5 248.19 205.4

2008 ........................ 200,115.5 2,218.3 .3728 827.0 248.19 205.3

2009 ........................ 202,325.6 2,244.4 .3682 826.4 248.19 205.1

2010 ........................ 204,586.3 2,271.4 .3636 825.8 248.19 205.0

2011 ........................ 206,824.6 2,299.2 .3589 825.2 248.19 204.8

2012 ........................ 209,058.3 2,327.5 .3542 824.5 248.19 204.6

2013 ........................ 211,353.5 2,357.8 .3496 824.2 248.19 204.5

2014 ........................ 213,643.3 2,389.5 .3449 824.1 248.19 204.5
OASI Dollars

223

Sources:

• Number of retired workers shown earlier. 

• Historical number of dual entitlements for spouses, widow(er)s and parents from 1-A Table Current-Payment Supplement. Historical dual entitlements by type are split by sex by

applying ratios computed from data in the Annual Statistical Supplement to the Social Security Bulletin. Total dual entitlements is the sum of spouse, widow(er), and parent dual

entitlements. Future figures for total dual entitlements computed by applying the corresponding ratio to the number of retired workers.

• Historical ratios of number of dual entitlements to number of retired workers are computed by dividing number of dual entitlements by the number of retired workers. Future ratios

projected by regression.

• Historical ratios of number of dual entitlements by type to total dual entitlements are computed. Future ratios projected for spouses and parents by regression. Future ratios for

widow(er)s are computed as 100 percent minus the sum of the ratios for spouses and parents.

• Future figures for number of dual entitlements by type are computed by applying the corresponding ratios to the total number of dual entitlements.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

by Type of Secondary Benefit

(By gender, end of calendar years 1980-2014)

[Numbers in thousands]

Year

Retired

workers

Total 

dual entitlements

Dual entitlement by type

Spouses of retired workers Widow(er)s of deceased workers Parents of deceased workers

Number

Ratio to

retired workers Number

Ratio to

total Number

Ratio to

total Number

Ratio

to total

Male

1980........... 10,462.8 63.3 0.0060 21.0 0.3322 41.9 0.6618 0.4 0.0060

1985........... 11,819.9 89.0 .0075 25.1 .2820 63.7 .7157 .2 .0024

1990........... 12,986.8 103.7 .0080 26.2 .2532 77.3 .7457 .1 .0011

1995........... 13,918.4 111.5 .0080 25.6 .2299 85.8 .7695 .1 .0006

1996........... 14,016.6 111.1 .0079 24.8 .2231 86.3 .7763 .1 .0006

1997........... 14,122.7 111.1 .0079 23.6 .2124 87.5 .7871 .1 .0005

1998........... 14,206.6 110.3 .0078 22.8 .2067 87.5 .7928 .1 .0005

1999........... 14,328.2 110.2 .0077 22.2 .2012 87.9 .7984 1/ .0004

2000........... 14,771.4 113.0 .0076 23.3 .2058 89.7 .7938 1/ .0004

2001........... 14,933.9 115.0 .0077 23.9 .2078 91.1 .7919 1/ .0004

2002........... 15,103.3 117.3 .0078 24.5 .2090 92.8 .7907 1/ .0003

2003........... 15,251.1 116.3 .0076 25.1 .2159 91.1 .7837 1/ .0003

2004........... 15,430.1 118.7 .0077 25.4 .2143 93.2 .7854 1/ .0003

2005........... 15,630.5 120.2 .0077 25.8 .2143 94.4 .7854 1/ .0003

2006........... 15,883.5 122.2 .0077 26.2 .2143 96.0 .7854 1/ .0003

2007........... 16,199.0 124.6 .0077 26.7 .2143 97.9 .7854 1/ .0003

2008........... 16,580.6 127.5 .0077 27.3 .2143 100.2 .7854 1/ .0003

2009........... 17,040.2 131.1 .0077 28.1 .2143 103.0 .7854 1/ .0002

2010........... 17,535.2 134.9 .0077 28.9 .2143 105.9 .7854 1/ .0002

2011........... 18,064.2 139.0 .0077 29.8 .2143 109.1 .7855 1/ .0002

2012........... 18,674.6 143.7 .0077 30.8 .2143 112.8 .7855 1/ .0002

2013........... 19,331.6 148.7 .0077 31.9 .2143 116.8 .7855 1/ .0002

2014........... 20,002.3 153.9 .0077 33.0 .2143 120.9 .7855 1/ .0002

Female 

1980........... 9,101.6 2,506.4 .2754 952.1 .3799 1,550.6 .6187 3.6 .0014

1985........... 10,615.4 3,573.8 .3367 1,505.1 .4211 2,066.3 .5782 2.4 .0007

1990........... 11,854.3 4,588.9 .3871 2,008.3 .4376 2,579.3 .5621 1.4 .0003

1995........... 12,760.1 5,358.1 .4199 2,346.5 .4379 3,010.7 .5619 .8 .0002

1996........... 12,888.5 5,468.2 .4243 2,382.5 .4357 3,085.0 .5642 .7 .0001

1997........... 13,158.9 5,562.4 .4227 2,409.8 .4332 3,151.9 .5667 .7 .0001

1998........... 13,310.9 5,642.7 .4239 2,429.1 .4305 3,213.0 .5694 .6 .0001

1999........... 13,455.3 5,709.3 .4243 2,439.8 .4273 3,268.9 .5726 .6 .0001

2000........... 13,733.8 5,825.7 .4242 2,504.3 .4299 3,320.9 .5700 .5 .0001

2001........... 13,908.8 5,891.8 .4236 2,518.6 .4275 3,372.7 .5724 .5 .0001

2002........... 14,091.4 5,950.6 .4223 2,529.6 .4251 3,420.6 .5748 .5 .0001

2003........... 14,285.6 5,993.0 .4195 2,537.4 .4234 3,455.1 .5765 .4 .0001

2004........... 14,521.9 5,943.3 .4093 2,518.5 .4237 3,424.4 .5762 .4 .0001

2005........... 14,770.4 6,045.0 .4093 2,546.3 .4212 3,498.3 .5787 .4 .0001

2006........... 15,070.9 6,168.0 .4093 2,580.4 .4184 3,587.2 .5816 .4 .0001

2007........... 15,418.1 6,310.1 .4093 2,619.6 .4151 3,690.2 .5848 .4 .0001

2008........... 15,823.5 6,476.0 .4093 2,665.4 .4116 3,810.3 .5884 .4 .0001

2009........... 16,312.8 6,676.3 .4093 2,721.6 .4077 3,954.3 .5923 .4 .0001

2010........... 16,838.9 6,891.6 .4093 2,779.8 .4034 4,111.5 .5966 .3 2/

2011........... 17,403.0 7,122.5 .4093 2,839.7 .3987 4,282.4 .6013 .3 2/

2012........... 18,043.5 7,384.6 .4093 2,906.9 .3936 4,477.3 .6063 .3 2/

2013........... 18,731.5 7,666.2 .4093 2,976.1 .3882 4,689.8 .6117 .3 2/

2014........... 19,447.3 7,959.1 .4093 3,043.4 .3824 4,915.4 .6176 .3 2/

1 Fewer than 50. 2 Less than 0.00005.
Benefit Payments

224

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 2005 Trustees Report intermediate set of assumptions.

III.E30.—Average Reduced Secondary Benefits for OASI Beneficiaries Receiving Both a Retired Worker and Secondary Benefit, by Type of Secondary Benefit

(By gender, end of calendar years 1980-2014)

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 ........... 274.77 131.17 47.74 776.04 256.07 33.00 782.15 498.96 63.79

2006 ........... 278.67 133.96 48.07 814.93 269.06 33.02 799.44 515.00 64.42

2007 ........... 284.54 137.70 48.39 856.66 282.54 32.98 820.11 534.28 65.15

2008 ........... 290.92 141.70 48.71 898.37 295.59 32.90 842.71 555.75 65.95

2009 ........... 298.74 146.42 49.01 939.60 308.11 32.79 866.10 578.58 66.80

2010 ........... 307.37 151.57 49.31 980.88 320.30 32.65 889.84 602.39 67.70

2011 ........... 316.93 157.20 49.60 1,023.33 332.57 32.50 913.82 627.06 68.62

2012 ........... 327.66 163.46 49.89 1,066.91 344.92 32.33 939.18 653.34 69.56

2013 ........... 339.07 170.09 50.16 1,111.69 357.38 32.15 965.72 681.07 70.52

2014 ........... 351.21 177.13 50.43 1,158.03 370.07 31.96 993.34 710.20 71.50

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 ........... 494.36 193.20 39.08 950.21 557.59 58.68 842.81 539.40 64.00

2006 ........... 507.11 197.77 39.00 981.23 578.64 58.97 873.16 558.82 64.00

2007 ........... 522.93 203.94 39.00 1,018.13 603.29 59.25 908.90 581.70 64.00

2008 ........... 540.12 210.65 39.00 1,057.33 629.43 59.53 947.45 606.37 64.00

2009 ........... 559.67 218.27 39.00 1,097.88 656.52 59.80 987.90 632.26 64.00

2010 ........... 580.88 226.54 39.00 1,139.88 684.60 60.06 1,030.21 659.33 64.00

2011 ........... 603.66 235.43 39.00 1,183.66 713.90 60.31 1,074.72 687.82 64.00

2012 ........... 627.32 244.65 39.00 1,229.29 744.44 60.56 1,121.22 717.58 64.00

2013 ........... 651.69 254.16 39.00 1,276.78 776.23 60.80 1,169.95 748.77 64.00

2014 ........... 676.59 263.87 39.00 1,326.28 809.03 61.00 1,220.98 781.43 64.00
OASI Dollars

225

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 2005 Trustees Report intermediate set of assumptions.

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

and Secondary Benefit, by Type of Secondary Benefit

(Calendar years 1980-2004, and calendar quarters 2005-14)

[Numbers in thousands, amounts in millions]

Calendar 

period

Spouses of retired workers Widow(er)s of deceased workers Parents of deceased workers Total

Average

number Amount

Average

number Amount

Average

number Amount

Average

number Amount

1980........... 917.7 $592.2 1,521.7 $2,477.7 4.1 $6.4 2,443.4 $3,076.2

1981........... 1,014.2 772.7 1,637.0 3,054.7 3.9 7.0 2,655.1 3,834.4

1982........... 1,121.9 979.3 1,744.0 3,615.9 3.6 7.5 2,869.6 4,602.6

1983........... 1,244.6 1,183.1 1,850.1 4,055.2 3.3 7.2 3,098.0 5,245.4

1984........... 1,357.4 1,415.8 1,956.3 4,571.9 3.0 6.7 3,316.7 5,994.4

1985........... 1,468.8 1,658.1 2,066.9 5,143.2 2.7 6.4 3,538.3 6,807.7

1986........... 1,588.5 1,903.4 2,192.8 5,792.9 2.4 6.0 3,783.7 7,702.4

1987........... 1,702.6 2,118.4 2,304.1 6,330.6 2.2 5.5 4,008.8 8,454.5

1988........... 1,794.2 2,369.8 2,405.2 7,059.9 2.0 5.2 4,201.4 9,435.0

1989........... 1,885.1 2,630.7 2,504.7 7,834.6 1.7 5.0 4,391.5 10,470.3

1990........... 1,982.1 2,934.5 2,606.1 8,735.4 1.6 4.8 4,589.8 11,674.7

1991........... 2,076.2 3,276.6 2,703.7 9,764.5 1.4 4.6 4,781.3 13,045.7

1992........... 2,164.3 3,573.2 2,799.0 10,714.6 1.3 4.4 4,964.5 14,292.1

1993........... 2,238.4 3,826.1 2,892.3 11,647.3 1.2 4.2 5,131.9 15,477.6

1994........... 2,298.2 4,037.7 2,977.3 12,558.0 1.0 3.9 5,276.5 16,599.6

1995........... 2,348.7 4,239.8 3,060.0 13,525.5 .9 3.7 5,409.6 17,768.9

1996........... 2,385.2 4,411.4 3,134.6 14,480.7 .8 3.4 5,520.7 18,895.5

1997........... 2,416.1 4,585.9 3,205.0 15,500.6 .8 3.2 5,621.8 20,089.7

1998........... 2,439.1 4,713.3 3,269.7 16,415.9 .7 3.1 5,709.5 21,132.3

1999........... 2,452.0 4,788.0 3,329.1 17,206.6 .7 3.1 5,781.7 21,997.7

2000........... 2,492.4 4,986.3 3,384.7 18,156.0 .6 3.0 5,877.7 23,145.2

2001........... 2,538.8 5,262.7 3,434.7 19,291.8 .5 2.9 5,974.0 24,557.3

2002........... 2,552.0 5,433.2 3,490.4 20,327.4 .5 2.9 6,043.0 25,763.6

2003........... 2,559.5 5,540.0 3,529.7 21,073.7 .5 2.9 6,089.6 26,616.6

2004........... 2,563.1 5,683.9 3,547.5 21,850.3 .5 2.9 6,111.1 27,537.2

2005-I........ 2,542.4 1,449.4 3,518.6 5,606.1 .4 .7 6,061.5 7,056.2

2005-II....... 2,547.6 1,448.3 3,534.7 5,654.3 .4 .7 6,082.7 7,103.3

2005-III ..... 2,559.7 1,452.7 3,560.5 5,718.2 .4 .7 6,120.7 7,171.6

2005-IV ..... 2,569.7 1,457.2 3,583.4 5,777.9 .4 .7 6,153.5 7,235.7

2006-I........ 2,570.9 1,485.4 3,594.6 5,935.2 .4 .7 6,165.9 7,421.3

2006-II....... 2,577.1 1,488.1 3,613.6 5,990.0 .4 .7 6,191.1 7,478.8

2006-III ..... 2,590.6 1,496.6 3,643.2 6,062.5 .4 .7 6,234.2 7,559.7

2006-IV ..... 2,602.8 1,505.7 3,670.8 6,132.3 .4 .7 6,274.0 7,638.7

2007-I........ 2,605.7 1,541.5 3,685.8 6,317.2 .4 .7 6,291.9 7,859.3

2007-II....... 2,612.6 1,545.6 3,707.7 6,379.0 .4 .7 6,320.7 7,925.3

2007-III ..... 2,627.4 1,555.9 3,740.8 6,460.5 .4 .7 6,368.6 8,017.2

2007-IV ..... 2,641.4 1,567.3 3,772.8 6,540.8 .4 .7 6,414.6 8,108.9

2008-I........ 2,645.7 1,614.0 3,791.7 6,776.6 .4 .7 6,437.8 8,391.3

2008-II....... 2,653.7 1,619.2 3,817.0 6,847.5 .4 .7 6,471.2 8,467.4

2008-III ..... 2,670.1 1,631.1 3,854.5 6,940.5 .4 .7 6,525.0 8,572.3

2008-IV ..... 2,686.3 1,644.6 3,891.9 7,034.2 .4 .7 6,578.6 8,679.5

2009-I........ 2,692.7 1,697.0 3,915.6 7,302.2 .4 .7 6,608.6 8,999.9

2009-II....... 2,702.6 1,705.0 3,945.8 7,385.5 .4 .7 6,648.8 9,091.2

2009-III ..... 2,721.5 1,720.3 3,989.2 7,494.1 .4 .7 6,711.0 9,215.1

2009-IV ..... 2,741.1 1,737.9 4,034.0 7,606.1 .4 .7 6,775.5 9,344.7

2010-I........ 2,749.6 1,795.9 4,063.1 7,904.2 .4 .7 6,813.1 9,700.7

2010-II....... 2,759.8 1,805.0 4,096.0 7,996.9 .4 .7 6,856.2 9,802.7

2010-III ..... 2,779.2 1,822.0 4,142.8 8,117.5 .4 .7 6,922.4 9,940.3

2010-IV ..... 2,799.7 1,841.7 4,191.7 8,242.8 .4 .7 6,991.8 10,085.2

2011-I ........ 2,808.6 1,904.0 4,224.0 8,569.5 .4 .7 7,033.0 10,474.3

2011-II....... 2,818.9 1,914.3 4,259.7 8,673.3 .4 .7 7,079.0 10,588.3

2011-III ..... 2,838.8 1,933.0 4,310.2 8,807.8 .4 .7 7,149.4 10,741.5

2011-IV ..... 2,860.1 1,954.7 4,363.3 8,948.3 .4 .7 7,223.7 10,903.7

2012-I........ 2,869.7 2,021.7 4,399.6 9,308.6 .4 .7 7,269.7 11,331.0

2012-II....... 2,881.3 2,033.3 4,440.3 9,428.5 .4 .7 7,321.9 11,462.6

2012-III ..... 2,903.0 2,054.1 4,496.9 9,583.1 .4 .7 7,400.2 11,638.0

2012-IV ..... 2,926.8 2,078.6 4,557.3 9,746.8 .4 .8 7,484.4 11,826.1

2013-I........ 2,937.9 2,150.7 4,599.1 10,147.9 .4 .8 7,537.5 12,299.4

2013-II....... 2,949.7 2,162.8 4,643.5 10,282.6 .4 .8 7,593.6 12,446.2

2013-III ..... 2,971.9 2,184.9 4,704.8 10,455.6 .4 .8 7,677.1 12,641.2

2013-IV ..... 2,996.6 2,210.9 4,770.5 10,639.5 .4 .8 7,767.4 12,851.2

2014-I........ 3,007.9 2,287.3 4,816.2 11,081.2 .4 .8 7,824.5 13,369.3

2014-II....... 3,019.1 2,299.2 4,863.4 11,228.8 .4 .8 7,882.8 13,528.7

2014-III ..... 3,040.9 2,321.5 4,928.3 11,418.2 .4 .8 7,969.6 13,740.6

2014-IV ..... 3,065.3 2,348.2 4,997.9 11,619.7 .4 .8 8,063.6 13,968.8
Benefit Payments

226

Sources:

• All detail payments shown earlier.

• Total amounts computed by addition of corresponding detail shown earlier.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

Total retired workers

Total dependents of 

retired workers

Total survivors of 

deceased workers Special

age-72

beneficiaries

Lumpsum

death

payments

Total OASI benefit payments

Adjusted

currentpayment 1

Noncurrentpayment Total

Adjusted

currentpayment 2

Noncurrentpayment Total

Adjusted

currentpayment 3

Noncurrentpayment Total

Adjusted

currentpayment

Noncurrentpayment Total

1980 ......... $70,094.9 $389.8 $70,484.7 $7,345.8 $173.1 $7,518.9 $26,227.7 $329.5 $26,557.3 $119.2 $394.4 $103,788.3 $1,286.1 $105,074.4

1981 ......... 82,670.6 1,068.6 83,739.2 8,569.3 262.0 8,831.3 30,296.3 486.0 30,782.3 110.1 332.5 121,647.5 2,147.9 123,795.4

1982 ......... 93,999.6 1,250.7 95,250.3 9,490.0 236.8 9,726.8 33,099.5 420.5 33,519.9 99.6 203.3 136,689.6 2,110.3 138,799.8

1983 ......... 101,542.9 2,154.1 103,697.0 10,096.4 335.0 10,431.4 34,454.0 629.8 35,083.8 84.7 205.4 146,178.4 3,324.0 149,502.4

1984 ......... 108,788.7 1,303.9 110,092.6 10,740.9 212.5 10,953.4 36,061.4 472.5 36,533.9 70.6 211.5 155,662.3 2,199.8 157,862.0

1985 ......... 116,042.9 776.7 116,819.6 11,432.5 224.5 11,657.0 38,121.1 497.5 38,618.6 56.9 207.5 165,654.3 1,705.3 167,359.6

1986 ......... 123,034.7 549.0 123,583.7 12,119.7 198.7 12,318.3 40,273.5 419.0 40,692.6 46.9 202.9 175,474.6 1,369.9 176,844.4

1987 ......... 128,148.6 364.4 128,513.1 12,602.8 177.6 12,780.4 41,714.5 397.4 42,111.9 35.7 203.1 182,502.5 1,141.6 183,644.1

1988 ......... 136,571.7 415.2 136,986.9 13,354.2 156.4 13,510.7 44,312.3 475.2 44,787.5 28.5 208.1 194,266.9 1,254.8 195,521.7

1989 ......... 145,214.2 812.7 146,026.9 14,112.1 191.7 14,303.8 46,948.4 470.1 47,418.5 21.3 206.5 206,296.6 1,680.3 207,977.0

1990 ......... 155,939.6 816.5 156,756.1 15,076.3 193.1 15,269.4 50,230.3 515.5 50,745.8 16.1 205.6 221,262.9 1,730.0 222,992.9

1991 ......... 168,394.7 747.4 169,142.1 16,202.5 188.6 16,391.2 54,130.8 558.1 54,688.8 12.1 202.0 238,740.7 1,695.6 240,436.2

1992 ......... 178,604.8 767.6 179,372.4 17,107.9 196.2 17,304.0 57,472.7 576.1 58,048.8 8.7 205.5 253,194.6 1,744.8 254,939.4

1993 ......... 187,784.9 655.1 188,439.9 17,866.2 52.5 17,918.8 60,508.5 716.7 61,225.3 6.0 214.5 266,166.2 1,638.3 267,804.5

1994 ......... 195,834.1 566.1 196,400.2 18,449.1 42.0 18,491.1 63,290.1 712.4 64,002.6 3.8 220.0 277,577.7 1,540.1 279,117.7

1995 ......... 204,548.9 766.4 205,315.3 19,027.8 35.1 19,062.8 66,235.7 847.4 67,083.1 2.6 218.5 289,815.4 1,866.9 291,682.3

1996 ......... 212,625.8 797.1 213,422.9 19,476.8 37.0 19,513.8 68,981.2 777.4 69,758.7 1.4 217.5 301,085.8 1,828.6 302,914.4

1997 ......... 221,961.4 1,592.5 223,553.9 19,942.6 93.3 20,035.9 71,490.0 1,014.8 72,504.9 .6 215.8 313,395.3 2,915.7 316,311.1

1998 ......... 230,521.3 1,802.5 232,323.9 20,212.6 122.5 20,335.1 72,852.1 1,088.3 73,940.4 .3 217.7 323,586.8 3,230.5 326,817.3

1999 ......... 236,963.1 1,515.4 238,478.5 20,302.3 104.5 20,406.8 74,305.4 1,030.8 75,336.2 -.2 215.9 331,571.2 2,865.9 334,437.2

2000 ......... 250,191.2 3,351.2 253,542.4 20,899.4 202.7 21,102.1 76,737.9 1,110.5 77,848.4 -.6 214.1 347,828.8 4,877.7 352,706.5

2001 ......... 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 4/ 206.0 396,549.8 3,342.2 399,892.0

2004 ......... 302,565.4 1,695.6 304,261.0 22,712.1 166.8 22,878.9 86,331.4 1,405.7 87,737.1 -.1 205.1 411,608.9 3,473.1 415,082.0

2005-I....... 78,748.1 549.6 79,297.7 5,793.6 32.1 5,825.7 22,124.6 308.3 22,432.9 4/ 56.2 106,666.3 946.2 107,612.5

2005-II ..... 79,075.0 640.6 79,715.5 5,789.3 63.1 5,852.4 22,187.6 388.7 22,576.3 4/ 53.0 107,051.9 1,145.3 108,197.2

2005-III.... 79,623.6 429.0 80,052.6 5,790.2 52.6 5,842.8 22,206.4 344.7 22,551.1 4/ 49.8 107,620.3 876.1 108,496.4

2005-IV.... 80,100.7 763.2 80,863.9 5,802.2 91.6 5,893.8 22,287.4 321.0 22,608.4 ... 46.2 108,190.3 1,222.0 109,412.2

2006-I....... 81,902.6 524.2 82,426.8 5,908.6 30.6 5,939.2 22,757.6 321.7 23,079.3 ... 56.3 110,568.7 932.8 111,501.5

2006-II ..... 82,330.8 616.3 82,947.2 5,909.6 60.5 5,970.1 22,834.0 406.1 23,240.1 ... 53.0 111,074.4 1,136.0 112,210.4

2006-III.... 82,989.4 409.4 83,398.8 5,914.6 50.2 5,964.8 22,861.1 359.6 23,220.7 ... 49.9 111,765.1 869.1 112,634.2

2006-IV.... 83,571.5 797.2 84,368.7 5,932.6 91.9 6,024.5 22,958.4 342.8 23,301.2 ... 46.2 112,462.5 1,278.2 113,740.7

2007-I....... 85,701.5 585.1 86,286.6 6,058.2 34.1 6,092.3 23,504.0 336.2 23,840.2 ... 56.3 115,263.7 1,011.7 116,275.4

2007-II ..... 86,224.5 687.1 86,911.6 6,062.7 67.5 6,130.1 23,598.0 424.5 24,022.5 ... 53.0 115,885.1 1,232.2 117,117.3

2007-III.... 86,994.7 456.9 87,451.6 6,070.8 56.0 6,126.7 23,638.7 375.8 24,014.5 ... 49.9 116,704.2 938.6 117,642.7

2007-IV.... 87,696.7 880.4 88,577.1 6,092.8 102.0 6,194.8 23,756.3 359.9 24,116.3 ... 46.2 117,545.9 1,388.5 118,934.4

2008-I....... 90,459.5 649.3 91,108.8 6,256.4 37.9 6,294.3 24,457.2 350.9 24,808.1 ... 56.2 121,173.1 1,094.3 122,267.4

2008-II ..... 91,086.6 761.9 91,848.6 6,265.4 74.8 6,340.2 24,568.1 443.3 25,011.4 ... 53.0 121,920.1 1,333.1 123,253.2

2008-III.... 91,988.7 506.9 92,495.7 6,277.8 62.1 6,339.9 24,621.7 392.3 25,014.0 ... 49.8 122,888.2 1,011.2 123,899.3

2008-IV.... 92,845.9 970.5 93,816.4 6,305.4 112.7 6,418.2 24,760.1 377.7 25,137.8 ... 46.2 123,911.4 1,507.1 125,418.5

2009-I....... 95,993.5 742.8 96,736.3 6,487.7 43.3 6,531.0 25,531.4 366.6 25,898.0 ... 56.2 128,012.6 1,209.0 129,221.5

2009-II ..... 96,812.5 869.4 97,681.9 6,507.0 85.5 6,592.4 25,660.4 463.3 26,123.7 ... 52.9 128,979.9 1,471.1 130,450.9

2009-III.... 97,942.7 579.9 98,522.6 6,529.8 71.1 6,600.9 25,730.4 409.8 26,140.2 ... 49.8 130,202.9 1,110.6 131,313.5

2009-IV.... 99,061.6 1,079.9 100,141.5 6,569.4 127.0 6,696.3 25,892.7 396.7 26,289.3 ... 46.2 131,523.6 1,649.8 133,173.4

2010-I....... 102,575.2 759.3 103,334.5 6,767.4 44.3 6,811.7 26,714.0 380.4 27,094.4 ... 56.2 136,056.6 1,240.1 137,296.7

2010-II ..... 103,493.4 893.0 104,386.4 6,790.1 87.6 6,877.7 26,857.1 480.9 27,338.0 ... 52.9 137,140.5 1,514.4 138,655.0

2010-III.... 104,768.5 592.8 105,361.2 6,816.9 72.6 6,889.5 26,940.5 425.2 27,365.7 ... 49.8 138,525.8 1,140.4 139,666.2

2010-IV.... 106,079.8 1,161.4 107,241.2 6,861.1 133.6 6,994.7 27,120.6 414.3 27,534.8 ... 46.1 140,061.4 1,755.4 141,816.8

2011-I....... 109,934.7 924.3 110,859.0 7,070.4 53.9 7,124.3 27,991.0 397.1 28,388.1 ... 56.1 144,996.1 1,431.4 146,427.5

2011-II ..... 110,961.4 1,079.5 112,041.0 7,096.3 106.2 7,202.5 28,150.7 502.2 28,653.0 ... 52.9 146,208.4 1,740.8 147,949.3

2011-III.... 112,386.6 721.3 113,107.9 7,126.8 88.4 7,215.3 28,250.6 443.9 28,694.5 ... 49.7 147,764.0 1,303.4 149,067.4

2011-IV.... 113,881.7 1,317.0 115,198.7 7,175.5 156.2 7,331.7 28,451.7 435.0 28,886.7 ... 46.1 149,508.9 1,954.3 151,463.2

2012-I....... 118,110.9 1,010.3 119,121.3 7,396.8 58.9 7,455.7 29,379.0 414.6 29,793.7 ... 56.1 154,886.7 1,540.0 156,426.7

2012-II ..... 119,305.0 1,180.4 120,485.4 7,425.6 116.1 7,541.7 29,565.0 524.6 30,089.6 ... 52.8 156,295.5 1,874.0 158,169.6

2012-III.... 120,937.8 788.4 121,726.2 7,459.9 96.7 7,556.6 29,691.9 463.5 30,155.4 ... 49.7 158,089.6 1,398.3 159,487.8

2012-IV.... 122,665.9 1,445.2 124,111.1 7,513.5 171.1 7,684.6 29,926.2 457.1 30,383.3 ... 46.1 160,105.6 2,119.5 162,225.1

2013-I....... 127,306.2 1,100.3 128,406.5 7,746.6 64.2 7,810.8 30,921.4 431.9 31,353.2 ... 56.0 165,974.2 1,652.4 167,626.5

2013-II ..... 128,604.5 1,286.3 129,890.8 7,775.8 126.5 7,902.3 31,129.7 546.7 31,676.4 ... 52.8 167,510.0 2,012.2 169,522.2

2013-III.... 130,393.4 858.6 131,252.0 7,811.1 105.3 7,916.3 31,279.6 482.7 31,762.4 ... 49.7 169,484.1 1,496.2 170,980.3

2013-IV.... 132,320.3 1,584.0 133,904.3 7,866.7 187.0 8,053.7 31,542.2 479.4 32,021.5 ... 46.1 171,729.2 2,296.4 174,025.6

2014-I....... 137,353.9 1,171.4 138,525.3 8,109.4 68.4 8,177.7 32,605.0 449.7 33,054.6 ... 56.0 178,068.3 1,745.5 179,813.8

2014-II ..... 138,709.3 1,372.3 140,081.5 8,137.1 134.8 8,271.9 32,835.4 569.5 33,404.9 ... 52.8 179,681.7 2,129.4 181,811.1

2014-III.... 140,606.0 914.1 141,520.1 8,171.7 112.1 8,283.7 33,008.3 502.6 33,510.9 ... 49.7 181,785.9 1,578.4 183,364.3

2014-IV.... 142,676.5 1,724.2 144,400.7 8,227.3 201.6 8,428.9 33,297.9 502.7 33,800.7 ... 46.0 184,201.7 2,474.6 186,676.3

1 Adjusted for amounts paid to dually-entitled beneficiaries (retired worker current-payment amount less the amount of reduced secondary benefits). 2 Adjusted for amounts paid to dually-entitled beneficiaries (dependents of retired workers current-payment amount plus the amount of reduced spouse benefits). 3 Adjusted for amounts paid to dually-entitled beneficiaries (survivors of deceased workers current-payment amount plus the amount of reduced widow(er) and parent benefits). 4 Less than $50,000.
OASDI Dollars

227

Sources: 

• All detail columns shown earlier.

• Total amounts computed by addition of corresponding detail.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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

1981........... 137,474.8 91,239.9 82,670.6 8,569.3 30,296.3 7,992.8 1,723.7 20,257.7 322.1 15,827.3 13,324.4 2,502.9 111.4

1982........... 152,798.3 103,489.6 93,999.6 9,490.0 33,099.5 7,921.5 1,834.1 23,009.8 334.0 16,108.7 13,831.4 2,277.3 100.5

1983........... 161,843.1 111,639.3 101,542.9 10,096.4 34,454.0 7,615.8 1,732.9 24,782.3 323.0 15,664.7 13,650.5 2,014.2 85.1

1984........... 171,701.3 119,529.6 108,788.7 10,740.9 36,061.4 7,517.8 1,444.2 26,730.8 368.6 16,039.1 14,070.6 1,968.4 71.2

1985........... 182,482.6 127,475.4 116,042.9 11,432.5 38,121.1 7,518.3 1,445.0 28,766.2 391.6 16,828.3 14,803.7 2,024.5 57.8

1986........... 193,151.3 135,154.4 123,034.7 12,119.7 40,273.5 7,608.7 1,431.7 30,832.0 401.0 17,676.8 15,576.0 2,100.8 46.7

1987........... 200,723.9 140,751.4 128,148.6 12,602.8 41,714.5 7,613.0 1,363.7 32,332.2 405.6 18,221.4 16,109.5 2,111.9 36.6

1988........... 213,550.0 149,925.9 136,571.7 13,354.2 44,312.3 7,804.8 1,358.5 34,730.9 418.0 19,283.2 17,119.3 2,163.8 28.7

1989........... 226,656.2 159,326.2 145,214.2 14,112.1 46,948.4 7,960.3 1,370.0 37,189.9 428.2 20,359.6 18,163.3 2,196.3 22.0

1990........... 243,196.7 171,015.9 155,939.6 15,076.3 50,230.3 8,261.8 1,406.4 40,115.8 446.3 21,933.8 19,643.1 2,290.7 16.7

1991........... 262,958.5 184,597.3 168,394.7 16,202.5 54,130.8 8,711.1 1,457.2 43,465.5 496.9 24,217.8 21,754.8 2,463.0 12.7

1992........... 280,115.7 195,712.7 178,604.8 17,107.9 57,472.7 9,114.2 1,489.2 46,268.9 600.6 26,921.1 24,232.4 2,688.8 9.2

1993........... 296,016.4 205,651.1 187,784.9 17,866.2 60,508.5 9,500.7 1,502.1 48,802.2 703.6 29,850.3 26,900.3 2,949.9 6.5

1994........... 310,313.2 214,283.2 195,834.1 18,449.1 63,290.1 9,902.4 1,502.8 51,086.6 798.3 32,735.5 29,525.5 3,210.0 4.4

1995........... 325,578.2 223,576.7 204,548.9 19,027.8 66,235.7 10,326.5 1,528.4 53,488.6 892.2 35,762.8 32,292.0 3,470.8 3.0

1996........... 339,820.1 232,102.6 212,625.8 19,476.8 68,981.2 10,819.8 1,447.0 55,739.2 975.2 38,734.3 35,035.3 3,699.0 1.9

1997........... 354,640.1 241,904.0 221,961.4 19,942.6 71,490.0 11,187.5 1,416.4 57,842.3 1,043.9 41,244.8 37,410.3 3,834.5 1.2

1998........... 367,321.9 250,733.9 230,521.3 20,212.6 72,852.1 11,441.1 1,389.4 58,919.4 1,102.1 43,735.2 39,788.4 3,946.8 .8

1999........... 377,730.7 257,265.4 236,963.1 20,302.3 74,305.4 11,622.0 1,363.5 60,170.9 1,149.0 46,159.5 42,092.7 4,066.8 .5

2000........... 396,979.3 271,090.6 250,191.2 20,899.4 76,737.9 11,985.5 1,351.1 62,199.1 1,202.1 49,150.5 44,924.0 4,226.4 .3

2001........... 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 1/

2004........... 479,514.8 325,277.5 302,565.4 22,712.1 86,331.4 13,890.1 1,442.1 69,579.0 1,420.2 67,905.9 62,642.0 5,263.9 1/

2005-I........ 124,735.2 84,541.7 78,748.1 5,793.6 22,124.6 3,586.1 370.5 17,799.2 368.8 18,068.9 16,689.0 1,379.8 1/

2005-II....... 125,335.4 84,864.3 79,075.0 5,789.3 22,187.6 3,626.0 363.1 17,828.2 370.3 18,283.5 16,894.0 1,389.4 1/

2005-III ..... 126,110.1 85,413.8 79,623.6 5,790.2 22,206.4 3,558.9 369.3 17,905.7 372.6 18,489.8 17,132.4 1,357.4 1/

2005-IV ..... 126,924.9 85,902.9 80,100.7 5,802.2 22,287.4 3,578.2 374.8 17,959.8 374.5 18,734.6 17,365.6 1,369.0 ...

2006-I........ 129,906.5 87,811.1 81,902.6 5,908.6 22,757.6 3,701.5 373.9 18,299.8 382.4 19,337.8 17,922.2 1,415.6 ...

2006-II....... 130,625.6 88,240.5 82,330.8 5,909.6 22,834.0 3,738.0 366.6 18,345.4 383.9 19,551.1 18,118.0 1,433.1 ...

2006-III ..... 131,503.6 88,904.0 82,989.4 5,914.6 22,861.1 3,659.7 373.0 18,442.0 386.4 19,738.5 18,339.0 1,399.5 ...

2006-IV ..... 132,436.2 89,504.0 83,571.5 5,932.6 22,958.4 3,674.7 378.8 18,516.5 388.5 19,973.8 18,563.8 1,410.0 ...

2007-I........ 135,908.2 91,759.7 85,701.5 6,058.2 23,504.0 3,805.4 378.8 18,922.5 397.4 20,644.4 19,183.8 1,460.7 ...

2007-II....... 136,738.3 92,287.1 86,224.5 6,062.7 23,598.0 3,841.7 371.6 18,985.8 398.9 20,853.2 19,372.5 1,480.7 ...

2007-III ..... 137,739.5 93,065.5 86,994.7 6,070.8 23,638.7 3,756.2 378.3 19,102.8 401.3 21,035.3 19,589.2 1,446.2 ...

2007-IV ..... 138,813.2 93,789.6 87,696.7 6,092.8 23,756.3 3,769.8 384.5 19,198.7 403.4 21,267.3 19,808.9 1,458.4 ...

2008-I........ 143,245.2 96,715.9 90,459.5 6,256.4 24,457.2 3,922.8 386.6 19,733.2 414.6 22,072.2 20,551.7 1,520.5 ...

2008-II....... 144,208.9 97,352.0 91,086.6 6,265.4 24,568.1 3,959.6 379.4 19,812.8 416.3 22,288.8 20,744.6 1,544.2 ...

2008-III ..... 145,365.1 98,266.5 91,988.7 6,277.8 24,621.7 3,866.8 386.5 19,949.4 419.0 22,476.9 20,968.9 1,508.0 ...

2008-IV ..... 146,629.6 99,151.3 92,845.9 6,305.4 24,760.1 3,879.8 392.9 20,066.2 421.2 22,718.2 21,195.5 1,522.7 ...

2009-I........ 151,598.7 102,481.1 95,993.5 6,487.7 25,531.4 4,041.9 395.6 20,660.4 433.6 23,586.2 21,993.3 1,592.8 ...

2009-II....... 152,772.3 103,319.5 96,812.5 6,507.0 25,660.4 4,081.2 388.3 20,755.2 435.7 23,792.4 22,169.4 1,623.0 ...

2009-III ..... 154,170.2 104,472.6 97,942.7 6,529.8 25,730.4 3,984.6 395.6 20,911.4 438.8 23,967.3 22,381.4 1,585.9 ...

2009-IV ..... 155,718.4 105,631.0 99,061.6 6,569.4 25,892.7 3,999.2 402.3 21,049.6 441.6 24,194.8 22,589.7 1,605.1 ...

2010-I........ 161,143.4 109,342.6 102,575.2 6,767.4 26,714.0 4,167.7 405.2 21,686.2 454.9 25,086.8 23,405.7 1,681.2 ...

2010-II....... 162,435.0 110,283.4 103,493.4 6,790.1 26,857.1 4,209.6 398.0 21,791.9 457.7 25,294.4 23,584.1 1,710.3 ...

2010-III ..... 163,994.8 111,585.4 104,768.5 6,816.9 26,940.5 4,110.8 405.7 21,962.6 461.5 25,468.9 23,801.5 1,667.4 ...

2010-IV ..... 165,784.5 112,940.8 106,079.8 6,861.1 27,120.6 4,127.2 412.7 22,115.8 464.9 25,723.1 24,037.6 1,685.5 ...

2011-I ........ 171,705.2 117,005.2 109,934.7 7,070.4 27,991.0 4,302.5 416.0 22,794.2 478.3 26,709.1 24,945.0 1,764.1 ...

2011-II....... 173,134.0 118,057.7 110,961.4 7,096.3 28,150.7 4,347.3 408.7 22,916.3 478.4 26,925.6 25,132.0 1,793.6 ...

2011-III ..... 174,871.0 119,513.4 112,386.6 7,126.8 28,250.6 4,246.7 416.8 23,107.5 479.6 27,107.0 25,359.4 1,747.6 ...

2011-IV ..... 176,878.6 121,057.3 113,881.7 7,175.5 28,451.7 4,265.2 424.3 23,281.9 480.3 27,369.7 25,604.1 1,765.6 ...

2012-I........ 183,285.9 125,507.7 118,110.9 7,396.8 29,379.0 4,447.8 427.8 24,011.5 491.9 28,399.2 26,551.3 1,847.9 ...

2012-II....... 184,892.0 126,730.6 119,305.0 7,425.6 29,565.0 4,495.3 420.5 24,158.1 491.1 28,596.4 26,715.4 1,881.0 ...

2012-III ..... 186,847.0 128,397.7 120,937.8 7,459.9 29,691.9 4,392.4 429.0 24,379.1 491.4 28,757.4 26,923.5 1,833.9 ...

2012-IV ..... 189,107.8 130,179.4 122,665.9 7,513.5 29,926.2 4,412.7 436.8 24,585.5 491.2 29,002.2 27,148.1 1,854.0 ...

2013-I........ 196,033.5 135,052.8 127,306.2 7,746.6 30,921.4 4,602.9 440.5 25,375.6 502.3 30,059.3 28,118.0 1,941.3 ...

2013-II....... 197,753.3 136,380.3 128,604.5 7,775.8 31,129.7 4,653.4 433.2 25,542.4 500.7 30,243.3 28,267.0 1,976.3 ...

2013-III ..... 199,874.0 138,204.5 130,393.4 7,811.1 31,279.6 4,548.5 442.1 25,788.8 500.3 30,389.9 28,463.9 1,926.0 ...

2013-IV ..... 202,355.3 140,187.0 132,320.3 7,866.7 31,542.2 4,570.9 450.3 26,021.6 499.4 30,626.1 28,679.3 1,946.8 ...

2014-I........ 209,800.0 145,463.3 137,353.9 8,109.4 32,605.0 4,769.4 454.3 26,870.9 510.3 31,731.7 29,692.9 2,038.8 ...

2014-II....... 211,616.3 146,846.3 138,709.3 8,137.1 32,835.4 4,823.7 446.9 27,055.5 509.3 31,934.5 29,857.9 2,076.6 ...

2014-III ..... 213,882.8 148,777.7 140,606.0 8,171.7 33,008.3 4,717.6 456.3 27,324.9 509.4 32,096.9 30,072.9 2,024.0 ...

2014-IV ..... 216,555.2 150,903.8 142,676.5 8,227.3 33,297.9 4,743.0 465.0 27,580.9 509.1 32,353.4 30,306.9 2,046.6 ...

1 Less than $50,000.
Benefit Payments

228

Sources:

• All detail columns shown earlier.

• Total amounts computed by addition of corresponding detail.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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

1981 ........... 3,520.0 1,330.6 1,068.6 262.0 486.0 314.4 36.5 117.6 17.6 1,372.2 1,054.5 317.7 -1.2 332.5

1982 ........... 3,339.0 1,487.5 1,250.7 236.8 420.5 282.4 26.7 95.9 15.5 1,228.8 978.8 250.0 -.9 203.3

1983 ........... 5,189.5 2,489.2 2,154.1 335.0 629.8 295.4 38.2 274.6 21.6 1,865.5 1,545.2 320.3 -.4 205.4

1984 ........... 4,060.8 1,516.4 1,303.9 212.5 472.5 257.3 29.8 156.9 28.5 1,861.0 1,552.1 309.0 -.6 211.5

1985 ........... 3,712.9 1,001.2 776.7 224.5 497.5 243.5 28.6 196.7 28.7 2,007.6 1,678.9 328.7 -.9 207.5

1986 ........... 3,539.8 747.7 549.0 198.7 419.0 234.2 25.5 127.0 32.4 2,170.0 1,833.0 336.9 .2 202.9

1987 ........... 3,431.7 542.0 364.4 177.6 397.4 233.1 24.2 111.6 28.4 2,290.1 1,944.0 346.1 -.8 203.1

1988 ........... 3,663.8 571.6 415.2 156.4 475.2 315.3 33.8 97.7 28.4 2,409.0 2,045.4 363.6 -.2 208.1

1989 ........... 4,194.1 1,004.5 812.7 191.7 470.1 293.6 30.7 115.0 30.7 2,513.8 2,151.2 362.6 -.7 206.5

1990 ........... 4,599.4 1,009.5 816.5 193.1 515.5 302.2 30.9 148.7 33.7 2,869.4 2,470.4 399.1 -.6 205.6

1991 ........... 5,139.5 936.0 747.4 188.6 558.1 310.6 32.4 142.4 72.7 3,443.9 2,982.9 461.0 -.5 202.0

1992 ........... 5,914.9 963.8 767.6 196.2 576.1 317.2 31.5 142.7 84.6 4,170.1 3,623.4 546.7 -.6 205.5

1993 ........... 6,385.7 707.6 655.1 52.5 716.7 396.1 44.5 159.2 117.0 4,747.4 4,012.4 735.0 -.5 214.5

1994 ........... 6,521.3 608.1 566.1 42.0 712.4 390.8 48.2 159.2 114.3 4,981.3 4,185.0 796.3 -.6 220.0

1995 ........... 7,002.3 801.5 766.4 35.1 847.4 390.2 45.1 297.6 114.5 5,135.4 4,318.2 817.3 -.4 218.5

1996 ........... 7,268.2 834.1 797.1 37.0 777.4 397.4 39.2 232.1 108.8 5,439.7 4,590.0 849.7 -.5 217.5

1997 ........... 7,330.3 1,685.8 1,592.5 93.3 1,014.8 472.4 49.3 379.0 114.2 4,414.5 3,672.5 742.0 -.7 215.8

1998 ........... 7,668.8 1,925.0 1,802.5 122.5 1,088.3 494.8 45.7 427.3 120.5 4,438.3 3,678.6 759.7 -.5 217.7

1999 ........... 8,037.4 1,619.9 1,515.4 104.5 1,030.8 503.5 51.2 357.4 118.7 5,171.5 4,366.0 805.5 -.7 215.9

2000 ........... 10,665.5 3,553.9 3,351.2 202.7 1,110.5 546.2 55.0 393.0 116.3 5,787.8 4,923.5 864.3 -.8 214.1

2001 ........... 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 1/ 206.0

2004 ........... 13,769.4 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 -.2 205.1

2005-I ........ 3,532.3 581.7 549.6 32.1 308.3 156.3 14.3 106.3 31.4 2,586.1 2,227.5 358.6 1/ 56.2

2005-II ....... 3,708.4 703.6 640.6 63.1 388.7 164.5 19.5 167.9 36.7 2,563.2 2,189.2 374.0 1/ 53.0

2005-III...... 3,422.5 481.6 429.0 52.6 344.7 147.4 19.3 144.0 34.0 2,546.3 2,166.7 379.7 1/ 49.8

2005-IV ..... 3,760.2 854.7 763.2 91.6 321.0 158.7 17.3 115.6 29.4 2,538.2 2,163.4 374.7 1/ 46.2

2006-I ........ 3,497.3 554.8 524.2 30.6 321.7 163.1 15.0 110.9 32.7 2,564.5 2,191.8 372.6 1/ 56.3

2006-II ....... 3,700.4 676.8 616.3 60.5 406.1 172.1 20.4 175.3 38.3 2,564.5 2,191.8 372.6 1/ 53.0

2006-III...... 3,433.5 459.6 409.4 50.2 359.6 153.8 20.1 150.2 35.5 2,564.5 2,191.8 372.6 1/ 49.9

2006-IV ..... 3,842.6 889.2 797.2 91.9 342.8 170.7 18.8 122.3 30.9 2,564.5 2,191.8 372.6 1/ 46.2

2007-I ........ 3,716.0 619.3 585.1 34.1 336.2 170.4 15.6 115.9 34.2 2,704.3 2,311.4 392.9 1/ 56.3

2007-II ....... 3,936.5 754.6 687.1 67.5 424.5 179.9 21.4 183.3 40.0 2,704.3 2,311.4 392.9 1/ 53.0

2007-III...... 3,642.8 512.9 456.9 56.0 375.8 160.7 21.0 157.0 37.1 2,704.3 2,311.4 392.9 1/ 49.9

2007-IV ..... 4,092.8 982.3 880.4 102.0 359.9 179.6 19.8 128.2 32.3 2,704.3 2,311.4 392.9 1/ 46.2

2008-I ........ 3,968.4 687.2 649.3 37.9 350.9 177.9 16.3 121.0 35.7 2,874.1 2,456.5 417.6 1/ 56.2

2008-II ....... 4,207.1 836.8 761.9 74.8 443.3 187.9 22.3 191.3 41.7 2,874.1 2,456.5 417.6 1/ 53.0

2008-III...... 3,885.3 569.0 506.9 62.1 392.3 167.8 21.9 163.9 38.7 2,874.1 2,456.5 417.6 1/ 49.8

2008-IV ..... 4,381.2 1,083.2 970.5 112.7 377.7 188.8 20.8 134.3 33.8 2,874.1 2,456.5 417.6 1/ 46.2

2009-I ........ 4,682.6 786.2 742.8 43.3 366.6 185.8 17.1 126.4 37.3 3,473.7 2,968.9 504.7 1/ 56.2

2009-II ....... 4,944.7 954.8 869.4 85.5 463.3 196.5 23.3 199.9 43.6 3,473.7 2,968.9 504.7 1/ 52.9

2009-III...... 4,584.2 650.9 579.9 71.1 409.8 175.3 22.9 171.2 40.4 3,473.7 2,968.9 504.7 1/ 49.8

2009-IV ..... 5,123.4 1,206.9 1,079.9 127.0 396.7 198.6 22.0 140.8 35.3 3,473.7 2,968.9 504.7 1/ 46.2

2010-I ........ 4,543.6 803.6 759.3 44.3 380.4 192.9 17.7 131.1 38.7 3,303.5 2,823.5 480.0 1/ 56.2

2010-II ....... 4,817.9 980.6 893.0 87.6 480.9 204.0 24.2 207.5 45.3 3,303.5 2,823.5 480.0 1/ 52.9

2010-III...... 4,443.9 665.4 592.8 72.6 425.2 181.9 23.8 177.6 41.9 3,303.5 2,823.5 480.0 1/ 49.8

2010-IV ..... 5,058.9 1,295.0 1,161.4 133.6 414.3 207.9 23.0 146.7 36.7 3,303.5 2,823.5 480.0 1/ 46.1

2011-I......... 4,531.3 978.2 924.3 53.9 397.1 201.3 18.5 136.9 40.4 3,099.9 2,649.5 450.4 1/ 56.1

2011-II ....... 4,840.8 1,185.8 1,079.5 106.2 502.2 213.1 25.3 216.6 47.2 3,099.9 2,649.5 450.4 1/ 52.9

2011-III...... 4,403.3 809.7 721.3 88.4 443.9 189.9 24.8 185.4 43.8 3,099.9 2,649.5 450.4 1/ 49.7

2011-IV...... 5,054.2 1,473.2 1,317.0 156.2 435.0 218.7 24.3 153.7 38.3 3,099.9 2,649.5 450.4 1/ 46.1

2012-I ........ 4,932.2 1,069.3 1,010.3 58.9 414.6 210.2 19.3 142.9 42.2 3,392.2 2,899.3 492.9 1/ 56.1

2012-II ....... 5,266.2 1,296.6 1,180.4 116.1 524.6 222.7 26.4 226.2 49.3 3,392.2 2,899.3 492.9 1/ 52.8

2012-III...... 4,790.4 885.1 788.4 96.7 463.5 198.3 25.9 193.6 45.7 3,392.2 2,899.3 492.9 1/ 49.7

2012-IV ..... 5,511.7 1,616.3 1,445.2 171.1 457.1 230.3 25.6 161.2 40.1 3,392.2 2,899.3 492.9 1/ 46.1

2013-I ........ 5,170.4 1,164.5 1,100.3 64.2 431.9 219.0 20.1 148.8 43.9 3,518.0 3,006.9 511.2 1/ 56.0

2013-II ....... 5,530.3 1,412.8 1,286.3 126.5 546.7 232.1 27.6 235.6 51.4 3,518.0 3,006.9 511.2 1/ 52.8

2013-III...... 5,014.3 963.8 858.6 105.3 482.7 206.5 27.0 201.6 47.6 3,518.0 3,006.9 511.2 1/ 49.7

2013-IV ..... 5,814.5 1,771.0 1,584.0 187.0 479.4 242.0 26.9 168.6 41.8 3,518.0 3,006.9 511.2 1/ 46.1

2014-I ........ 5,448.9 1,239.8 1,171.4 68.4 449.7 228.0 20.9 155.0 45.7 3,703.4 3,165.3 538.1 1/ 56.0

2014-II ....... 5,832.8 1,507.1 1,372.3 134.8 569.5 241.8 28.7 245.4 53.5 3,703.4 3,165.3 538.1 1/ 52.8

2014-III...... 5,281.8 1,026.1 914.1 112.1 502.6 215.1 28.1 209.9 49.5 3,703.4 3,165.3 538.1 1/ 49.7

2014-IV ..... 6,178.0 1,925.8 1,724.2 201.6 502.7 254.4 28.4 176.4 43.6 3,703.4 3,165.3 538.1 1/ 46.0

1 Less than $50,000.
OASDI Dollars

229

Source: All figures computed by addition of corresponding figures in two preceding tables.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A9 and V.B9 for low cost and high cost alternatives, respectively.

III.E35.—Summary of OASDI Benefit Payments

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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 .......... $120,511.9 $78,003.6 $70,484.7 $7,518.9 $26,557.3 $7,389.4 $1,572.2 $17,283.1 $312.5 $15,437.5 $12,816.5 $2,621.0 $119.2 $394.4

1981 .......... 140,994.8 92,570.5 83,739.2 8,831.3 30,782.3 8,307.2 1,760.1 20,375.3 339.7 17,199.4 14,378.8 2,820.6 110.1 332.5

1982 .......... 156,137.3 104,977.1 95,250.3 9,726.8 33,519.9 8,203.9 1,860.8 23,105.7 349.5 17,337.5 14,810.2 2,527.3 99.6 203.3

1983 .......... 167,032.6 114,128.4 103,697.0 10,431.4 35,083.8 7,911.2 1,771.1 25,056.9 344.6 17,530.2 15,195.7 2,334.5 84.7 205.4

1984 .......... 175,762.1 121,046.0 110,092.6 10,953.4 36,533.9 7,775.1 1,474.0 26,887.7 397.1 17,900.1 15,622.7 2,277.4 70.6 211.5

1985 .......... 186,195.4 128,476.6 116,819.6 11,657.0 38,618.6 7,761.8 1,473.6 28,962.9 420.3 18,835.9 16,482.6 2,353.3 56.9 207.5

1986 .......... 196,691.2 135,902.1 123,583.7 12,318.3 40,692.6 7,842.9 1,457.2 30,959.0 433.4 19,846.8 17,409.1 2,437.7 46.9 202.9

1987 .......... 204,155.6 141,293.5 128,513.1 12,780.4 42,111.9 7,846.1 1,387.8 32,443.9 434.1 20,511.5 18,053.4 2,458.1 35.7 203.1

1988 .......... 217,213.9 150,497.6 136,986.9 13,510.7 44,787.5 8,120.1 1,392.3 34,828.6 446.5 21,692.2 19,164.7 2,527.4 28.5 208.1

1989 .......... 230,850.3 160,330.7 146,026.9 14,303.8 47,418.5 8,253.9 1,400.8 37,304.9 459.0 22,873.4 20,314.5 2,558.9 21.3 206.5

1990 .......... 247,796.1 172,025.4 156,756.1 15,269.4 50,745.8 8,564.0 1,437.3 40,264.5 480.0 24,803.3 22,113.5 2,689.8 16.1 205.6

1991 .......... 268,097.9 185,533.3 169,142.1 16,391.2 54,688.8 9,021.7 1,489.7 43,607.9 569.6 27,661.7 24,737.7 2,924.0 12.1 202.0

1992 .......... 286,030.6 196,676.5 179,372.4 17,304.0 58,048.8 9,431.4 1,520.7 46,411.6 685.1 31,091.2 27,855.8 3,235.4 8.7 205.5

1993 .......... 302,402.1 206,358.7 188,439.9 17,918.8 61,225.3 9,896.8 1,546.6 48,961.4 820.6 34,597.7 30,912.8 3,684.9 6.0 214.5

1994 .......... 316,834.5 214,891.3 196,400.2 18,491.1 64,002.6 10,293.2 1,551.0 51,245.8 912.6 37,716.8 33,710.5 4,006.2 3.8 220.0

1995 .......... 332,580.5 224,378.2 205,315.3 19,062.8 67,083.1 10,716.7 1,573.4 53,786.2 1,006.8 40,898.2 36,610.2 4,288.1 2.6 218.5

1996 .......... 347,088.3 232,936.7 213,422.9 19,513.8 69,758.7 11,217.2 1,486.1 55,971.3 1,084.0 44,173.9 39,625.3 4,548.7 1.4 217.5

1997 .......... 361,970.4 243,589.8 223,553.9 20,035.9 72,504.9 11,659.9 1,465.7 58,221.3 1,158.0 45,659.3 41,082.8 4,576.5 .6 215.8

1998 .......... 374,990.7 252,659.0 232,323.9 20,335.1 73,940.4 11,936.0 1,435.2 59,346.7 1,222.6 48,173.4 43,467.0 4,706.4 .3 217.7

1999 .......... 385,768.2 258,885.3 238,478.5 20,406.8 75,336.2 12,125.5 1,414.8 60,528.3 1,267.8 51,331.0 46,458.7 4,872.3 -.2 215.9

2000 .......... 407,644.8 274,644.5 253,542.4 21,102.1 77,848.4 12,531.7 1,406.2 62,592.1 1,318.4 54,938.3 49,847.5 5,090.7 -.6 214.1

2001 .......... 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 .......... 453,815.5 303,983.4 281,624.4 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 1/ 206.0

2004 .......... 493,284.3 327,139.9 304,261.0 22,878.9 87,737.1 14,538.4 1,514.8 70,128.3 1,555.6 78,202.3 71,685.5 6,516.8 -.1 205.1

2005-I ....... 128,267.5 85,123.4 79,297.7 5,825.7 22,432.9 3,742.3 384.9 17,905.5 400.2 20,654.9 18,916.5 1,738.4 1/ 56.2

2005-II ...... 129,043.8 85,568.0 79,715.5 5,852.4 22,576.3 3,790.6 382.6 17,996.1 406.9 20,846.6 19,083.2 1,763.4 1/ 53.0

2005-III..... 129,532.5 85,895.5 80,052.6 5,842.8 22,551.1 3,706.3 388.6 18,049.7 406.6 21,036.1 19,299.1 1,737.1 1/ 49.8

2005-IV..... 130,685.0 86,757.6 80,863.9 5,893.8 22,608.4 3,736.9 392.2 18,075.3 404.0 21,272.8 19,529.0 1,743.8 1/ 46.2

2006-I ....... 133,403.7 88,366.0 82,426.8 5,939.2 23,079.3 3,864.5 388.9 18,410.7 415.1 21,902.2 20,114.0 1,788.2 1/ 56.3

2006-II ...... 134,326.0 88,917.3 82,947.2 5,970.1 23,240.1 3,910.1 387.0 18,520.7 422.2 22,115.6 20,309.8 1,805.8 1/ 53.0

2006-III..... 134,937.1 89,363.6 83,398.8 5,964.8 23,220.7 3,813.5 393.1 18,592.2 421.9 22,302.9 20,530.9 1,772.1 1/ 49.9

2006-IV..... 136,278.9 90,393.2 84,368.7 6,024.5 23,301.2 3,845.4 397.6 18,638.8 419.4 22,538.2 20,755.6 1,782.6 1/ 46.2

2007-I ....... 139,624.2 92,379.0 86,286.6 6,092.3 23,840.2 3,975.8 394.5 19,038.3 431.6 23,348.7 21,495.1 1,853.6 1/ 56.3

2007-II ...... 140,674.8 93,041.8 86,911.6 6,130.1 24,022.5 4,021.6 393.0 19,169.0 438.9 23,557.5 21,683.8 1,873.7 1/ 53.0

2007-III..... 141,382.3 93,578.4 87,451.6 6,126.7 24,014.5 3,916.9 399.4 19,259.8 438.4 23,739.6 21,900.5 1,839.1 1/ 49.9

2007-IV..... 142,906.0 94,771.9 88,577.1 6,194.8 24,116.3 3,949.4 404.3 19,327.0 435.7 23,971.6 22,120.3 1,851.3 1/ 46.2

2008-I ....... 147,213.6 97,403.0 91,108.8 6,294.3 24,808.1 4,100.6 402.9 19,854.2 450.3 24,946.2 23,008.2 1,938.1 1/ 56.2

2008-II ...... 148,416.1 98,188.8 91,848.6 6,340.2 25,011.4 4,147.5 401.7 20,004.1 458.0 25,162.9 23,201.1 1,961.8 1/ 53.0

2008-III..... 149,250.3 98,835.5 92,495.7 6,339.9 25,014.0 4,034.6 408.4 20,113.3 457.6 25,351.0 23,425.4 1,925.6 1/ 49.8

2008-IV..... 151,010.8 100,234.5 93,816.4 6,418.2 25,137.8 4,068.6 413.7 20,200.5 455.0 25,592.3 23,652.0 1,940.3 1/ 46.2

2009-I ....... 156,281.3 103,267.3 96,736.3 6,531.0 25,898.0 4,227.7 412.7 20,786.8 470.9 27,059.8 24,962.2 2,097.6 1/ 56.2

2009-II ...... 157,717.0 104,274.3 97,681.9 6,592.4 26,123.7 4,277.6 411.7 20,955.1 479.3 27,266.1 25,138.3 2,127.8 1/ 52.9

2009-III..... 158,754.4 105,123.5 98,522.6 6,600.9 26,140.2 4,159.9 418.5 21,082.5 479.2 27,440.9 25,350.3 2,090.6 1/ 49.8

2009-IV..... 160,841.8 106,837.9 100,141.5 6,696.3 26,289.3 4,197.8 424.2 21,190.4 476.9 27,668.4 25,558.6 2,109.8 1/ 46.2

2010-I ....... 165,687.0 110,146.2 103,334.5 6,811.7 27,094.4 4,360.5 422.9 21,817.4 493.6 28,390.3 26,229.2 2,161.2 1/ 56.2

2010-II ...... 167,252.9 111,264.0 104,386.4 6,877.7 27,338.0 4,413.6 422.2 21,999.3 502.9 28,597.9 26,407.6 2,190.3 1/ 52.9

2010-III..... 168,438.7 112,250.7 105,361.2 6,889.5 27,365.7 4,292.7 429.5 22,140.2 503.4 28,772.4 26,625.1 2,147.4 1/ 49.8

2010-IV..... 170,843.4 114,235.8 107,241.2 6,994.7 27,534.8 4,335.1 435.8 22,262.5 501.6 29,026.6 26,861.1 2,165.5 1/ 46.1

2011-I........ 176,236.5 117,983.4 110,859.0 7,124.3 28,388.1 4,503.8 434.4 22,931.1 518.7 29,809.0 27,594.5 2,214.5 1/ 56.1

2011-II ...... 177,974.8 119,243.4 112,041.0 7,202.5 28,653.0 4,560.4 434.1 23,132.9 525.6 30,025.5 27,781.5 2,244.0 1/ 52.9

2011-III..... 179,274.2 120,323.1 113,107.9 7,215.3 28,694.5 4,436.6 441.7 23,292.9 523.3 30,206.9 28,008.9 2,198.0 1/ 49.7

2011-IV..... 181,932.9 122,530.4 115,198.7 7,331.7 28,886.7 4,483.9 448.6 23,435.7 518.6 30,469.6 28,253.6 2,216.0 1/ 46.1

2012-I ....... 188,218.1 126,577.0 119,121.3 7,455.7 29,793.7 4,658.0 447.1 24,154.4 534.1 31,791.4 29,450.6 2,340.8 1/ 56.1

2012-II ...... 190,158.2 128,027.1 120,485.4 7,541.7 30,089.6 4,718.0 447.0 24,384.3 540.4 31,988.6 29,614.7 2,373.9 1/ 52.8

2012-III..... 191,637.4 129,282.8 121,726.2 7,556.6 30,155.4 4,590.7 454.9 24,572.7 537.1 32,149.6 29,822.8 2,326.8 1/ 49.7

2012-IV..... 194,619.5 131,795.7 124,111.1 7,684.6 30,383.3 4,643.0 462.4 24,746.6 531.3 32,394.4 30,047.4 2,346.9 1/ 46.1

2013-I ....... 201,203.9 136,217.3 128,406.5 7,810.8 31,353.2 4,821.9 460.7 25,524.4 546.2 33,577.4 31,124.9 2,452.5 1/ 56.0

2013-II ...... 203,283.6 137,793.0 129,890.8 7,902.3 31,676.4 4,885.5 460.8 25,778.0 552.1 33,761.3 31,273.9 2,487.4 1/ 52.8

2013-III..... 204,888.2 139,168.3 131,252.0 7,916.3 31,762.4 4,755.0 469.1 25,990.4 547.9 33,907.9 31,470.8 2,437.2 1/ 49.7

2013-IV..... 208,169.8 141,958.0 133,904.3 8,053.7 32,021.5 4,812.9 477.3 26,190.2 541.2 34,144.1 31,686.1 2,458.0 1/ 46.1

2014-I ....... 215,248.9 146,703.1 138,525.3 8,177.7 33,054.6 4,997.4 475.3 27,025.9 556.1 35,435.1 32,858.2 2,576.9 1/ 56.0

2014-II ...... 217,449.0 148,353.5 140,081.5 8,271.9 33,404.9 5,065.5 475.7 27,300.9 562.8 35,637.9 33,023.2 2,614.7 1/ 52.8

2014-III..... 219,164.6 149,803.8 141,520.1 8,283.7 33,510.9 4,932.7 484.4 27,534.8 559.0 35,800.3 33,238.2 2,562.1 1/ 49.7

2014-IV..... 222,733.1 152,829.6 144,400.7 8,428.9 33,800.7 4,997.4 493.3 27,757.3 552.7 36,056.8 33,472.1 2,584.7 1/ 46.0

1 Less than $50,000.
230

Benefit Payments

Figure 4.—Summary of OASDI Benefit Payments, Calendar Year 2004

[In billions]

1 Survivors benefit payments include lump-sum death payments in the amount of $0.2 billion.

Disabled workers

$71.7

(91.7%)

Children

$6.1

(7.8%)

Spouses

$0.5

(0.6%)

Aged widow(er)s

& parents

$70.1

(79.9%)

Children

$14.5

(16.6%)

Disabled

widow(er)s

$1.6

(1.8%)

Mothers

& fathers

$1.5

(1.7%)

Retired workers

$304.3

(93.3%)

Spouses

$19.0

(5.8%)

Children

$2.7

(0.8%)

Disabled workers

& dependents

$78.2

(15.9%)

Survivors1

$87.9

(17.8%)

Retired workers

& dependents

$327.1

(66.3%)
TF Income & Outgo

231

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: 

• 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 $650,000

for OASI and $44,000 for DI during the 1999-2004

period.

Payroll tax collections for 2004 amounted to $552.3 billion

(84.0 percent of total OASDI income); revenue from taxation of benefits was $15.7 billion (2.4 percent); general fund

revenue was $1.3 million (0.0002 percent); and interest

income was $89.0 billion (13.5 percent). Figure 5 presents

income of the combined OASI and DI Trust Funds for calendar year 2004.

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

232

5. Taxation of Benefits

During the period 1984-93, up to 50 percent of an OASI or

DI benefit may have been subject to Federal income tax,

with the proceeds credited to the appropriate fund. Beginning in 1994, up to 85 percent of OASDI benefits may be

taxed if total income exceeds certain levels. Tax on the first

50 percent of benefits is allocated to the appropriate OASI or

DI Trust Fund; tax on the fraction of benefits over 50 percent

and up to 85 percent is transferred to the Medicare Hospital

Insurance (HI) Trust Fund.

Estimated income taxes from the general fund of the Treasury are credited to the trust funds at various times throughout the year. The OASI and DI Trust Funds receive

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), and are based on personal income for a

sample of recent tax returns. The fraction of OASDI benefits

that are taxable is projected to increase steadily as an

increasing percentage of taxpayers exceed the stipulated

income levels. On the other hand, the average tax rate that

may apply to OASDI benefits has been declining—the significant reduction in 1987 was a result of the Tax Reform Act

of 1986 (Public Law 99-514). 

Nonresident Aliens

A provision of the 1983 amendments called for a tax withholding on 50 percent of monthly OASDI benefits paid to

nonresident aliens after December 31, 1983. In 1994, the

amount of the benefits subject to this withholding was

changed to 85 percent, effective with benefits paid after

December 31, 1994. U.S. citizens and residents of the following countries are exempt—or partially exempt—from

this tax: Canada, Egypt, Germany, India, Ireland, Israel,

Italy, Japan, Romania, Switzerland, United Kingdom, and

the United States. The proceeds of this taxation accrue only

to the OASI and DI Trust Funds.

For purposes of actual monthly withholding, 85 percent of

the monthly benefit is taxed at a rate of 30 percent. This

means 25.5 percent of monthly nonresident alien OASDI

benefits is withheld. The original 1983 amendments required

that 50 percent of the monthly benefit be taxed at a rate of 30

percent, resulting in 15 percent withholding for 1994 and

earlier.

Table IV.5 shows the amounts withheld from nonresident

aliens, which declined slightly through 1987 as the effect of

the provision was clarified and additional countries won full

or partial exemption from the provision. The amount withheld increased in 1995 due to the increase in the portion of

OASDI benefits subject to taxation; and again in 1996 due to

a change in the totalization agreement with Canada. In 1998,

the amount withheld dropped significantly due to the effectuation of various agreements with the countries listed

above.

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 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

year 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).

Annual payments are made from the general fund of the

Treasury to the OASI and DI Trust Funds representing
TF Income & Outgo

233

employer and employee contributions that would have been

paid on deemed wage credits if such credits were counted as

covered wages. In 1983, a change in the financing basis for

pre-1957 service resulted in a one-time transfer for past credits. These additional amounts represent the 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, and 2000 to account for actual experience and

revised assumptions related to future experience. The 2000

adjustment for pre-1957 service was $414 million payable to

the OASI Trust Fund; and $836 million payable from the DI

Trust Fund to the general fund. Due to budgetary complications, the OASI adjustment was paid in 2002. Additional

adjustments are expected to be made in the fourth quarter of

2005, 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. Since the

adjustments paid account for both past and future benefit

payments and administrative costs, future adjustments are

expected to be zero.

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 13.5 percent in 2004. 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 2004, all but $30.25 million in OASDI assets

are invested in special issues.

Special Issues

Interest rates on special issues are determined each month by

the Department of the Treasury as the average yield on all

marketable government obligations not due or callable 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

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.

1 For a complete description of investment procedures, refer to Actuarial

Note No. 142: Social Security Trust Fund Investment Policies and Practices (Jeff Kunkel, January 1999).
TF Income & Outgo

234

Special issues have specific maturity dates, but are redeemable at any time at par—their purchase price. Since both

principal and interest are guaranteed, trust fund assets bear

no risk with respect to changes in interest rates. The daily

receipts of the trust funds are invested immediately in CIs

which mature the following June 30, and so carry a term-tomaturity of less than one year. Each June 30, any outstanding

CIs are rolled over into the longer-term bonds with maturity

dates of June 30, ranging from 1 to 15 years in the future.

Marketable Securities

The trust funds are also permitted to invest in marketable

securities such as publicly traded Treasury bonds, or obligations of Federally sponsored organizations such as the Government National Mortgage Association (“Ginnie Mae”) and

the Federal National Mortgage Association (“Fannie Mae”).

These issues are bought and sold on the open market, so it is

possible for the trust funds to realize a capital gain or loss

upon the sale of such securities prior to maturity. Marketable

securities are normally held to maturity, and have not been

purchased since 1980.

Special accounting rules apply to securities bought at a premium—at a price greater than par value; or at a discount—at

a price less than par value. A bond purchased at a premium

would produce a capital loss at maturity since only the par

amount is returned to the bondholder. This loss is reflected in

the security’s yield. After each coupon payment, the bond’s

price will be gradually adjusted downward as the premium is

returned to the bondholder over time. As a result, the coupon

is not pure interest, but a combination of interest and return

of principal. This is called amortization of premium.

Similarly, a bond purchased at a discount would produce a

capital gain at maturity. In this case, the bond’s price is gradually adjusted upward and the periodic interest payment consists of the coupon plus a portion of the discount as the gain

is accumulated over time. This is called accumulation of discount. Amortization of premium or discount appears as a

separate item on the trust funds’ balance sheet.

As of December 2004, the DI Trust Fund has $30.25 million

in assets invested in marketable securities, while no marketables are held by the OASI Trust Fund. The model assumes

that the above marketable security will be called in February

2005, and no future purchases of such securities will occur;

therefore, the amount of future premium or discount is negligible given the trust funds current holdings.

Interfund Borrowing

Section 201(l) of the Social Security Act authorized borrowing among the OASI, DI, and HI Trust Funds “when necessary” for financing the benefit payments. The timing and

amount of any loans are left to the discretion of the Managing Trustee, although authority to make new loans expired at

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

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 2005 Trustees Report, such

transfers are not needed within the short-range projection

period for either of the OASI or DI Trust Funds, under the

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

235

low cost and the intermediate assumptions, but they may be

needed at the end of 2014 under the high cost assumptions.

Miscellaneous

Miscellaneous interest items include administrative expenses

relating to interfund transfers, and interest relating to military service adjustments or trust fund activity precipitated by

legislative changes.

Table IV.8 shows the various components of net investment

income to the OASI and DI Trust Funds. Investment interest

is projected by simulating the activity of the trust funds over

time. Bond holdings are simulated as portfolios of bonds

grouped by interest rate and maturity date. As of December

2004, there were 112 such bonds for the OASI Trust Fund,

totaling $1,420 billion, and 98 for the DI Trust Fund, totaling

$178 billion. For simplicity, the model assumes investment

transactions occur on the 1st, 3rd, 15th, and the last day of

each month2. Bonds may be sold, and CIs may be bought or

sold on these dates as income is received and benefit payments are made, depending on the needs of the trust funds.

Interest accrues from the time of purchase, and is credited on

June 30th and December 31st. Interest credited in December

is reinvested in CIs at the December rate. 

Interest credited in June along with principal from maturing

CIs or other bonds are used to buy new bonds at the June

rate. The bonds carry maturities of 1 to 15 years to achieve a

uniform distribution over all maturities. For instance, in June

2005, the OASI Trust fund is projected to buy $249 billion in

new bonds, with maturities from June 2006 to June 2020.

When required to pay program costs, special issues are

redeemed in maturity-date order, beginning with the earliest

maturity date. Special issues with the same maturity date are

redeemed in interest-rate order, beginning with the lowest

rate. Special issues with both the same maturity date and

interest rate will be redeemed on a first-in-first-out (FIFO)

basis.

B. TRUST FUND OUTGO

Outgo from the OASI and DI Trust Funds can be grouped

into three main categories: 

• Benefit payments—Including current and retroactive

payments as discussed in section III, reimbursements for

unnegotiated checks, and vocational rehabilitation

expenses;

• Railroad interchange—Transfers made to the Railroad

Retirement program; and

• Administrative expenses.

Benefit payments for 2004 amounted to $493.3 billion—

roughly 98.3 percent of total OASDI outgo; Railroad payments were $3.8 billion—0.8 percent; and administrative

expenses were $4.5 billion—0.9 percent. Figure 6 presents

outgo of the combined OASI and DI Trust Funds for calendar year 2004.

1. Unnegotiated Checks

The trust funds are debited the amount of a benefit check

around the time the check is issued. Before Public Law 100-

86, the trust funds were reimbursed the principal amount of

the check with interest, if the check had not been cashed

within 6 months—as set forth under Section 201 of the

Social Security Act. If a check was cashed after 6 months,

the trust funds were re-debited.

Public Law 100-86 revised government-wide procedures for

handling uncashed checks. Treasury checks issued before

October 1989 were negotiable until September 30, 1990;

then the checks were cancelled and the trust funds were

reimbursed. Treasury checks issued in October 1989 and

later are negotiable for 12 months:

• Checks cashed within the first 6 months—transaction is

complete and no interest is payable;

• Checks cashed in months 7-12—the appropriate trust

fund is reimbursed for interest lost in the period the

check was outstanding;

• Check is presented for payment after the 12th month—a

new check is issued;

• Check is left uncashed—the trust funds are reimbursed

with interest by the 14th month.

Table IV.9 shows reimbursements to the OASI and DI Trust

Funds for unnegotiated checks. These amounts reflect

checks issued before October 1989 and uncashed after 6

months, or checks issued in October 1989 and later and

uncashed after 12 months. The reimbursements for 1983

include estimated amounts for all uncashed checks issued

before 1983. The reimbursements for 1985 include an

adjustment to the 1983 estimates. Figures for both years also

include a substantial amount of interest on the checks issued

before 1983—interest in all other years is much less due to

the shorter period of time between check issuance and reimbursement. The reimbursement for 1990 is relatively low

due to the transition in check-handling procedures.

The percentage of total benefits reimbursed to the trust funds

as unnegotiated checks is assumed to remain the same as in

the last historical year throughout the projection period.

2 In practice, trust fund transactions occur whenever funds become available

on almost every workday.
TF Income & Outgo

236

2. Vocational Rehabilitation

Section 222(d) of the Social Security Act provides for payments from the OASI and DI Trust Funds for the cost of

vocational rehabilitation (VR) services provided to disabled

beneficiaries. The VR program is a public program administered by a State agency to help persons with physical or mental 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

$51.7 million in 2004 (0.07 percent of total benefits to disabled beneficiaries) to $565.2 million in 2014 (0.40 percent

of total benefits to disabled beneficiaries). Projected VR

expenses on a fiscal year basis are provided by the Office of

Budget. Table IV.10 shows VR expenses paid from the OASI

and DI Trust Funds.

3. 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

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. Table IV.11 summarizes the

amounts transferred from the OASI and DI Trust Funds. The

determination of the OASI principal amount of $3,513.0 million for September 30, 2003 (paid June 2, 2004) is as follows:

• Benefit payments of $4,887.8 million; plus—

• Administrative expenses of $15.1 million; minus—

• Payroll taxes of $1,384.1 million; minus—

• Income taxes of $108.2 million; plus—

• Interest in the amount of $102.4 million.

Note that the interest amount shown in the table includes

interest on the prior year’s principal amount. For example,

the amount of $229.9 million for 2003 includes $102.4 million for interest on the excess of additional benefits over

taxes for the September 30, 2003 determination; and $127.5

million for interest on the principal amount of $3,452.5 million for the June 2, 2003 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 only slightly as a result of growth in Social

Security benefit payments to retired railroad workers. Little

growth is expected in payroll taxes from railroad workers.

4. Administrative Expenses

Expenses for administering the OASI and DI programs are

allocated and charged directly to each trust fund. Table IV.12

shows the ratio of net administrative expenses to benefit payments, as well as nominal dollar amounts.

Estimates for the first several years of the projection period

are provided by the Office of Budget. Afterward, nominal
TF Income & Outgo

237

amounts are projected by a regression model, taking account

of historical experience and the expected growth in average

wages. Annual expenses for the combined trust funds are

expected to be less than 1 percent of total outgo throughout

the projection period.

C. TRUST FUND PROGRESS

Tables IV.13-IV.15 present estimates of the operations of the

OASI, DI, and combined Trust Funds, respectively, based on

the 2005 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 2005-14. 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 $4.0 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 2004.

Measures of the short-range financial status of the trust funds

focus on the adequacy of reserves to pay benefits in the near

term. The trust fund ratio and short-range test of adequacy

are the primary evaluation methods, as described in section I.

Table IV.16 shows the OASI, DI, and combined trust fund

ratios, with a graphical representation presented in figure 8.

Although income and cost rate analysis is primarily a longrange evaluation method (also described in section I), table

IV.17 presents these rates for the short-range period. The

income rate is projected to exceed the cost rate in every year

of the projection period, for the combined OASI and DI

Trust Funds. However, deficits in the latter part of the longrange period totally offset the surpluses in the short-range

period. This leads to combined trust fund exhaustion in 2041

under intermediate assumptions, and 2030 under high cost

assumptions.

The analysis of trust fund progress is a continuous process.

Each year, the short-range staff examines the changes in economic, demographic, and programmatic assumptions, and

the corresponding changes in estimates. The following presents a summary of the differences between projections

found in the 2005 Trustees Report—on which this study is

based—and the 2004 Trustees Report made one year earlier.

The comparisons are based on the intermediate set of

assumptions, and are presented by trust fund.

1. OASI Trust Fund

It is estimated that the assets of the OASI Trust Fund will

increase substantially throughout the projection period. The

OASI trust fund ratio increases from 341 percent at the

beginning of 2005 to 468 percent by the beginning of 2014.

This compares with the 2004 Trustees Report estimate of

498 percent for the same point in time3.

As indicated in the table, income to the OASI Trust Fund

over the period 2005-14 is estimated to be $60.9 billion

lower under the 2005 report, as compared to the 2004 report.

Analyzing the components of income separately, net contributions are expected to be higher by $9.7 billion, as a result

of higher projected taxable payrolls for the 2008-14 period.

Higher payroll are mainly due to higher projected covered

wages. Higher wages also result in larger Social Security

wage bases and thus higher contributions.

Income from taxation of benefits is estimated to be lower by

$2.2 billion, as a result of slightly lower annual fractions of

benefits that are taxable, combined with slightly lower

annual marginal tax rates.

Finally, the OASI Trust Fund is expected to earn $68.4 billion less in interest, as compared with the 2004 report. This

is due to lower year-over-year balances combined with lower

nominal interest rates for the 2005-11 period.

For the 2005 report, it is estimated that outgo from the OASI

Trust Fund over the period 2005-14 will be $107.0 billion

higher than what was estimated for the 2004 report. Most of

the difference is due to a net increase in benefit payments,

which are projected to be $103.5 billion higher. Average

benefit amounts for all beneficiaries are projected to be

higher mainly as the result of much higher cost-of-living

adjustments for the 2004-07 period. Higher nominal wage

growth also contributes to higher average benefit amounts.

In addition, projected total benefit payments are higher due

to more retired workers, partially offset by fewer dependent

3 For a detailed summary of these prior estimates, refer to 2004 Annual

Report of the Board of Trustees of the Federal Old-Age and Survivors

Insurance and Disability Insurance Trust Funds (March 23, 2004).

OASI INCOME

(In billions)

Calendar years

2005-14

Net

contributions

Taxation

of benefits Interest Total

2005 TR $6,292.4 $228.0 $1,338.0 $7,858.4

2004 TR 6,282.7 230.1 1,406.4 7,919.3

Difference 9.7 (2.2) (68.4) (60.9)

OASI OUTGO

(In billions)

Calendar years

2005-14

Benefit

payments1

1 Includes benefits in current-payment status, retroactive and lump-sum death benefits, vocational rehabilitation reimbursements, and cash flows relating to uncashed

checks.

Administrative

expenses

Railroad

transfers Total

2005 TR $5,574.7 $30.0 $37.7 $5,642.4

2004 TR 5,471.2 26.8 37.4 5,535.4

Difference 103.5 3.2 .3 107.0
TF Income & Outgo

238

and survivor beneficiaries. Finally, we project slightly higher

administrative expenses and Railroad Retirement Board

transfers.

As previously stated, the intermediate estimate from the

2005 report for the OASI trust fund ratio at the beginning of

2014 is 30 percentage points lower than the intermediate

estimate from the 2004 report. This is due to lower income

combined with higher outgo over the period 2005-14, as

indicated.

2. DI Trust Fund

Under intermediate assumptions, it is estimated that DI

assets will increase throughout the period, but at a noticeably

slower rate than OASI. The DI trust fund ratio decreases

from 215 percent at the beginning of 2005 to 162 percent by

2014. This compares with estimates from the 2004 Trustees

Report of a peak of 226 percent in 2007 declining to 188 percent by 2014.

As indicated in the table, income to the DI Trust Fund over

the period 2005-14 is estimated to be $12.2 billion lower

under the 2005 report, as compared with the 2004 report.

Analyzing the components of income separately, we project

net contributions to be $1.6 billion higher for the same reasons given for the OASI Trust Fund. DI income from taxation of benefits is estimated to be slightly lower, while the DI

Trust Fund is expected to earn $13.0 billion less in interest.

The decrease in interest is due to lower year-over-year balances combined with lower nominal interest rates for the

2005-11 period.

For the 2005 report, it is estimated that outgo from the DI

Trust Fund over the period 2005-14 will be $23.1 billion

higher than what was estimated for the 2004 report. Benefit

payments are projected to be $21.9 billion higher as the

result of higher projected awards to workers and their dependents, combined with lower terminations due to death.

Higher award estimates follow from disability trends over

the last 3-4 years and the continuation of the special administrative action (see Awards and Incidence Rates in section

III.A), whereas fewer deaths are consistent with overall mortality improvements among the disabled. Average monthly

benefit amounts are also higher for the same reasons given

for the OASI Trust Fund. Administrative expenses and Railroad Retirement Board transfers are expected to be only

slightly higher.

As previously stated, the intermediate estimate from the

2005 report for the DI trust fund ratio at the beginning of

2014 is 26 percentage points lower than the intermediate

estimate from the 2004 report. This is due to the estimated

decrease in income combined with higher outgo over the

period 2005-14.

DI INCOME

(In billions)

Calendar years

2005-14

Net

contributions

Taxation

of benefits Interest Total

2005 TR $1,068.5 $20.3 $117.5 $1,206.3

2004 TR 1,066.9 21.1 130.5 1,218.5

Difference 1.6 (.8) (13.0) (12.2)

DI OUTGO

(In billions)

Calendar years

2005-14

Benefit

payments1

1 Includes benefits in current-payment status, retroactive benefits, and cash flows

relating to vocational rehabilitation expenses and uncashed checks.

Administrative

expenses

Railroad

transfers Total

2005 TR $1,122.7 $28.0 $3.9 $1,154.5

2004 TR 1,100.9 27.4 3.2 1,131.5

Difference 21.9 .6 .6 23.1
TF Income & Outgo

239

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.

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

(Calendar years 1980-2014)

[Percent]

Year

Employee and employer rates, each Self-employed rates

OASI DI OASDI OASI DI OASDI

1980........................................... 4.520 0.560 5.080 6.273 0.777 7.050

1981........................................... 4.700 .650 5.350 7.025 .975 8.000

1982........................................... 4.575 .825 5.400 6.813 1.237 8.050

1983........................................... 4.775 .625 5.400 7.113 .938 8.050

1984........................................... 1 5.200 1.500 15.700 2 10.400 2 1.000 2 11.400

1985........................................... 5.200 .500 5.700 2 10.400 2 1.000 2 11.400

1986........................................... 5.200 .500 5.700 2 10.400 2 1.000 2 11.400

1987........................................... 5.200 .500 5.700 2 10.400 2 1.000 2 11.400

1988........................................... 5.530 .530 6.060 2 11.060 2 1.060 2 12.120

1989........................................... 5.530 .530 6.060 2 11.060 2 1.060 2 12.120

1990........................................... 5.600 .600 6.200 11.200 1.200 12.400

1991........................................... 5.600 .600 6.200 11.200 1.200 12.400

1992........................................... 5.600 .600 6.200 11.200 1.200 12.400

1993........................................... 5.600 .600 6.200 11.200 1.200 12.400

1994........................................... 5.260 .940 6.200 10.520 1.880 12.400

1995........................................... 5.260 .940 6.200 10.520 1.880 12.400

1996........................................... 5.260 .940 6.200 10.520 1.880 12.400

1997........................................... 5.350 .850 6.200 10.700 1.700 12.400

1998........................................... 5.350 .850 6.200 10.700 1.700 12.400

1999........................................... 5.350 .850 6.200 10.700 1.700 12.400

2000........................................... 5.300 .900 6.200 10.600 1.800 12.400

2001........................................... 5.300 .900 6.200 10.600 1.800 12.400

2002........................................... 5.300 .900 6.200 10.600 1.800 12.400

2003........................................... 5.300 .900 6.200 10.600 1.800 12.400

2004........................................... 5.300 .900 6.200 10.600 1.800 12.400

2005........................................... 5.300 .900 6.200 10.600 1.800 12.400

2006........................................... 5.300 .900 6.200 10.600 1.800 12.400

2007........................................... 5.300 .900 6.200 10.600 1.800 12.400

2008........................................... 5.300 .900 6.200 10.600 1.800 12.400

2009........................................... 5.300 .900 6.200 10.600 1.800 12.400

2010........................................... 5.300 .900 6.200 10.600 1.800 12.400

2011........................................... 5.300 .900 6.200 10.600 1.800 12.400

2012........................................... 5.300 .900 6.200 10.600 1.800 12.400

2013........................................... 5.300 .900 6.200 10.600 1.800 12.400

2014........................................... 5.300 .900 6.200 10.600 1.800 12.400

1 Employees were allowed an immediate credit against their FICA tax liability in 1984 in the following percentages:

— OASI 0.2736842 percent; DI, 0.0263158 percent; OASDI, 0.3 percent. 2 Self-employed persons were allowed credit against their 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

240

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

FICA SECA State deposits

Tax receipts Credit Adjustments Refunds Total 1 Tax receipts Credit1 Tax receipts Credit1

1980 .......... $87,031.0 ... $4,400.0 ... $11,810.0 ... $571.6 -$357.5 $103,455.1

1981 .......... 103,990.0 ... 5,146.0 ... 12,295.0 ... 1,576.1 -380.0 122,627.1

1982 .......... 106,617.0 ... 6,043.0 ... 12,264.0 ... -1,014.3 -236.6 123,673.1

1983 .......... 115,988.0 ... 5,363.0 ... 13,803.0 ... -2,145.5 -292.8 132,715.7

1984 .......... 136,604.0 $3,594.0 6,636.0 $627.0 16,445.0 $385.9 -654.7 -296.0 163,341.2

1985 .......... 149,559.0 49.4 7,877.0 1,767.0 17,201.0 12.9 615.7 -450.2 176,631.8

1986 .......... 160,596.0 65.3 8,657.0 1,541.1 18,866.0 -1.6 1,230.3 -537.4 190,416.7

1987 .......... 190,466.0 5.0 9,798.0 1,638.9 423.4 -1.2 429.2 -373.2 202,386.1

1988 .......... 216,018.0 2.4 12,391.0 2,089.2 -8.1 ... -489.7 -511.9 229,490.9

1989 .......... 235,577.0 .6 13,668.0 2,065.2 -35.1 1.6 -594.6 -792.3 249,890.4

1990 .......... 254,271.0 .6 15,924.0 1,419.9 12.8 -.1 -3,758.2 -790.8 267,079.2

1991 .......... 257,794.0 .3 17,792.0 96.2 16.2 ... -2,877.3 -603.8 272,217.6

1992 .......... 267,062.0 ... 18,022.0 -138.8 -8.0 -1.7 -3,593.4 -677.6 280,664.5

1993 .......... 279,226.0 .1 17,045.0 39.9 -43.3 ... -5,203.0 -466.3 290,598.4

1994 .......... 291,505.0 ... 18,502.0 6.1 2.0 ... -16,234.4 -744.9 293,035.8

1995 .......... 289,003.0 ... 18,306.0 -38.9 -1.6 ... -2,247.2 -643.2 304,378.1

1996 .......... 303,776.0 ... 18,608.0 1.3 -7.0 ... -324.9 -759.6 321,293.8

1997 .......... 331,246.0 ... 19,480.0 1.2 9.0 ... -161.9 -895.3 349,679.0

1998 .......... 352,868.0 ... 20,489.0 1.2 -9.5 ... -606.3 -1,778.0 370,964.4

1999 .......... 374,767.0 ... 21,310.0 .4 2.0 ... 1,346.3 -1,301.0 396,124.7

2000 .......... 398,297.0 ... 22,627.0 .6 3.1 ... 2,150.7 -1,695.0 421,383.4

2001 .......... 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-I........ 121,103.0 ... 5,463.0 ... ... ... -570.7 ... 125,995.3

2005-II ...... 122,516.0 ... 15,524.0 ... ... ... 1,157.0 ... 139,197.0

2005-III..... 116,611.0 ... 5,170.0 ... ... ... -911.7 -1,531.0 119,338.3

2005-IV..... 112,635.0 ... 611.0 ... ... ... -1,065.7 ... 112,180.3

2006-I........ 130,029.0 ... 5,739.0 ... ... ... 544.1 ... 136,312.1

2006-II ...... 130,270.0 ... 16,297.0 ... ... ... 2,257.7 ... 148,824.7

2006-III..... 121,423.0 ... 5,442.0 ... ... ... 275.2 -1,665.0 125,475.2

2006-IV..... 118,446.0 ... 643.0 ... ... ... -923.8 ... 118,165.2

2007-I........ 137,687.0 ... 6,042.0 ... ... ... 360.0 ... 144,089.0

2007-II ...... 137,249.0 ... 17,154.0 ... ... ... 218.5 ... 154,621.5

2007-III..... 127,853.0 ... 5,727.0 ... ... ... 287.7 -1,797.0 132,070.7

2007-IV..... 124,317.0 ... 677.0 ... ... ... -970.5 ... 124,023.5

2008-I........ 144,310.0 ... 6,358.0 ... ... ... 378.3 ... 151,046.3

2008-II ...... 143,888.0 ... 18,066.0 ... ... ... 229.2 ... 162,183.2

2008-III..... 133,788.0 ... 6,036.0 ... ... ... 301.9 -1,918.0 138,207.9

2008-IV..... 131,466.0 ... 713.0 ... ... ... -1,021.9 ... 131,157.1

2009-I........ 150,802.0 ... 6,704.0 ... ... ... 397.9 ... 157,903.9

2009-II ...... 150,188.0 ... 19,046.0 ... ... ... 240.9 ... 169,474.9

2009-III..... 139,580.0 ... 6,363.0 ... ... ... 317.4 -2,025.0 144,235.4

2009-IV..... 140,007.0 ... 752.0 ... ... ... -1,075.4 ... 139,683.6

2010-I........ 156,084.0 ... 7,066.0 ... ... ... 418.8 ... 163,568.8

2010-II ...... 158,433.0 ... 20,074.0 ... ... ... 253.3 ... 178,760.3

2010-III..... 148,422.0 ... 6,706.0 ... ... ... 333.9 -2,133.0 153,328.9

2010-IV..... 145,759.0 ... 793.0 ... ... ... -1,134.3 ... 145,417.7

2011-I........ 164,680.0 ... 7,447.0 ... ... ... 441.1 ... 172,568.1

2011-II ...... 166,452.0 ... 21,156.0 ... ... ... 266.7 ... 187,874.7

2011-III..... 156,363.0 ... 7,067.0 ... ... ... 351.6 -2,243.0 161,538.6

2011-IV..... 150,361.0 ... 835.0 ... ... ... -1,195.6 ... 150,000.4

2012-I........ 174,446.0 ... 7,848.0 ... ... ... 464.9 ... 182,758.9

2012-II ...... 173,842.0 ... 22,269.0 ... ... ... 281.0 ... 196,392.0

2012-III..... 161,786.0 ... 7,430.0 ... ... ... 370.5 -2,358.0 167,228.5

2012-IV..... 157,210.0 ... 878.0 ... ... ... -1,260.0 ... 156,828.0

2013-I........ 181,670.0 ... 8,247.0 ... ... ... 489.9 ... 190,406.9

2013-II ...... 182,151.0 ... 23,388.0 ... ... ... 296.2 ... 205,835.2

2013-III..... 168,742.0 ... 7,800.0 ... ... ... 390.4 -2,485.0 174,447.4

2013-IV..... 164,262.0 ... 921.0 ... ... ... -1,328.0 ... 163,855.0

2014-I........ 189,961.0 ... 8,655.0 ... ... ... 516.4 ... 199,132.4

2014-II ...... 189,315.0 ... 24,557.0 ... ... ... 312.1 ... 214,184.1

2014-III..... 175,838.0 ... 8,193.0 ... ... ... 411.5 -2,611.0 181,831.5

2014-IV..... 172,680.0 ... 968.0 ... ... ... -1,394.7 ... 172,253.3

1 Credit against FICA and SECA tax liability not applicable until 1984.
TF Income & Outgo

241

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

FICA SECA State deposits

Tax receipts Credit Adjustments Refunds Total 1 Tax receipts Credit1 Tax receipts Credit1

1980.......... $10,932.0 ... $716.0 ... $1,576.0 ... $93.7 -$63.0 $13,254.7

1981.......... 14,334.0 ... 657.0 ... 1,579.0 ... 215.1 -47.0 16,738.1

1982.......... 19,112.0 ... 916.0 ... 2,185.0 ... -186.9 -31.0 21,995.1

1983.......... 15,291.0 ... 872.0 ... 1,819.0 ... -383.0 -52.8 17,546.2

1984.......... 13,244.0 $344.0 746.0 $60.0 1,539.0 $38.0 -79.3 -38.8 15,852.9

1985.......... 14,379.0 6.3 757.0 170.0 1,693.0 3.0 199.8 -49.0 17,159.1

1986.......... 15,448.0 6.3 831.0 145.6 1,848.0 -.2 142.8 -53.0 18,368.5

1987.......... 18,313.0 .5 940.0 152.3 235.0 -.1 58.0 -28.6 19,670.1

1988.......... 20,704.0 .2 1,191.0 201.7 4.0 ... -40.7 -48.5 22,011.7

1989.......... 22,580.0 .1 1,309.0 195.7 1.0 .2 -44.9 -77.0 23,964.1

1990.......... 27,193.0 .1 1,600.0 136.1 -4.0 ... -359.1 -75.8 28,490.3

1991.......... 27,598.0 ... 1,908.0 9.2 -2.7 ... -346.0 -66.1 29,100.4

1992.......... 28,614.0 ... 1,931.0 -11.7 -.1 -.2 -358.6 -73.4 30,101.0

1993.......... 29,919.0 ... 1,833.0 3.8 .4 ... -552.5 -51.3 31,152.4

1994.......... 35,960.0 ... 2,477.0 .6 ... ... 12,965.2 -79.9 51,322.9

1995.......... 51,649.0 ... 3,269.0 -3.7 .1 ... -444.2 -119.4 54,350.8

1996.......... 54,289.0 ... 3,326.0 .1 -6.2 ... -191.3 -139.4 57,278.2

1997.......... 52,781.0 ... 3,315.0 .1 .5 ... 65.2 -158.0 56,003.8

1998.......... 56,085.0 ... 3,257.0 .1 -.5 ... -121.6 -292.8 58,927.2

1999.......... 59,546.0 ... 3,386.0 ... 1.8 ... 438.7 -205.6 63,166.9

2000.......... 67,542.0 ... 3,700.0 .1 2.5 ... 117.8 -270.4 71,092.0

2001.......... 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-I....... 20,565.0 ... 928.0 ... ... ... -100.2 ... 21,392.8

2005-II...... 20,805.0 ... 2,636.0 ... ... ... 183.8 ... 23,624.8

2005-III .... 19,802.0 ... 878.0 ... ... ... -160.4 -260.0 20,259.6

2005-IV .... 19,127.0 ... 104.0 ... ... ... -185.9 ... 19,045.1

2006-I....... 22,080.0 ... 975.0 ... ... ... 88.2 ... 23,143.2

2006-II...... 22,121.0 ... 2,767.0 ... ... ... 372.3 ... 25,260.3

2006-III .... 20,619.0 ... 924.0 ... ... ... 46.6 -283.0 21,306.6

2006-IV .... 20,113.0 ... 109.0 ... ... ... -156.9 ... 20,065.1

2007-I....... 23,381.0 ... 1,026.0 ... ... ... 61.1 ... 24,468.1

2007-II...... 23,307.0 ... 2,913.0 ... ... ... 37.0 ... 26,257.0

2007-III .... 21,711.0 ... 972.0 ... ... ... 48.8 -305.0 22,426.8

2007-IV .... 21,111.0 ... 115.0 ... ... ... -164.8 ... 21,061.2

2008-I....... 24,505.0 ... 1,080.0 ... ... ... 64.2 ... 25,649.2

2008-II...... 24,433.0 ... 3,068.0 ... ... ... 38.9 ... 27,539.9

2008-III .... 22,718.0 ... 1,025.0 ... ... ... 51.3 -326.0 23,468.3

2008-IV .... 22,324.0 ... 121.0 ... ... ... -173.5 ... 22,271.5

2009-I....... 25,608.0 ... 1,138.0 ... ... ... 67.6 ... 26,813.6

2009-II...... 25,503.0 ... 3,234.0 ... ... ... 40.9 ... 28,777.9

2009-III .... 23,702.0 ... 1,080.0 ... ... ... 53.9 -344.0 24,491.9

2009-IV .... 23,775.0 ... 128.0 ... ... ... -182.6 ... 23,720.4

2010-I....... 26,505.0 ... 1,200.0 ... ... ... 71.1 ... 27,776.1

2010-II...... 26,903.0 ... 3,409.0 ... ... ... 43.0 ... 30,355.0

2010-III .... 25,203.0 ... 1,139.0 ... ... ... 56.7 -362.0 26,036.7

2010-IV .... 24,751.0 ... 135.0 ... ... ... -192.6 ... 24,693.4

2011-I ....... 27,964.0 ... 1,265.0 ... ... ... 74.9 ... 29,303.9

2011-II...... 28,265.0 ... 3,593.0 ... ... ... 45.3 ... 31,903.3

2011-III .... 26,552.0 ... 1,200.0 ... ... ... 59.7 -381.0 27,430.7

2011-IV .... 25,533.0 ... 142.0 ... ... ... -203.0 ... 25,472.0

2012-I....... 29,622.0 ... 1,333.0 ... ... ... 78.9 ... 31,033.9

2012-II...... 29,521.0 ... 3,782.0 ... ... ... 47.7 ... 33,350.7

2012-III .... 27,473.0 ... 1,262.0 ... ... ... 62.9 -400.0 28,397.9

2012-IV .... 26,696.0 ... 149.0 ... ... ... -214.0 ... 26,631.0

2013-I....... 30,849.0 ... 1,400.0 ... ... ... 83.2 ... 32,332.2

2013-II...... 30,931.0 ... 3,972.0 ... ... ... 50.3 ... 34,953.3

2013-III .... 28,654.0 ... 1,324.0 ... ... ... 66.3 -422.0 29,622.3

2013-IV .... 27,893.0 ... 156.0 ... ... ... -225.5 ... 27,823.5

2014-I....... 32,257.0 ... 1,470.0 ... ... ... 87.7 ... 33,814.7

2014-II...... 32,148.0 ... 4,170.0 ... ... ... 53.0 ... 36,371.0

2014-III .... 29,859.0 ... 1,391.0 ... ... ... 69.9 -443.0 30,876.9

2014-IV .... 29,323.0 ... 164.0 ... ... ... -236.8 ... 29,250.2

1 Credit against FICA and SECA tax liability not applicable until 1984.
TF Income & Outgo

242

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1984-2004, and calendar quarters 2005-14)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total taxes

credited to

OASDI

Trust Funds

Total

benefits

Fraction

taxable

(percent)

Average

tax rate

(percent)

Tax

liability

Prior

period

adjustment

Taxes

credited to

trust fund

Total

benefits

Fraction

taxable

(percent)

Average

tax rate

(percent)

Tax

liability

Prior

period

adjustment

Taxes

credited to

trust fund

1984 .......... $157,862.0 4.780 36.5 $2,754.0 ... $2,754.0 $17,900.1 2.943 35.3 $186.0 ... $186.0 $2,940.0

1985 .......... 167,359.6 5.273 35.5 3,133.0 ... 3,133.0 18,835.9 3.317 35.0 218.0 ... 218.0 3,351.0

1986 .......... 176,844.4 5.852 32.4 3,353.0 ... 3,353.0 19,846.8 3.707 31.8 234.0 ... 234.0 3,587.0

1987 .......... 183,644.1 6.492 25.9 3,088.0 $102.0 3,190.0 20,511.5 3.006 25.3 156.0 -$195.0 -39.0 3,151.0

1988 .......... 195,521.7 6.830 24.6 3,285.0 29.0 3,314.0 21,692.2 3.468 23.0 173.0 -116.0 57.0 3,371.0

1989 .......... 207,977.0 7.547 24.0 3,767.0 -1,401.0 2,366.0 22,873.4 3.313 22.3 169.0 -78.0 91.0 2,457.0

1990 .......... 222,992.9 8.520 23.4 4,446.0 326.0 4,772.0 24,803.3 3.579 20.5 182.0 -42.0 140.0 4,912.0

1991 .......... 240,436.2 9.736 22.9 5,351.0 433.0 5,784.0 27,661.7 3.635 19.9 200.0 -14.0 186.0 5,970.0

1992 .......... 254,939.4 10.026 22.4 5,728.0 47.0 5,775.0 31,091.2 3.858 19.3 231.0 -3.0 228.0 6,003.0

1993 .......... 267,804.5 9.691 22.4 5,816.0 -560.0 5,256.0 34,597.7 4.032 19.2 268.0 9.0 277.0 5,533.0

1994 .......... 279,117.7 9.221 22.3 5,729.0 -814.0 4,915.0 37,716.8 4.086 19.5 301.0 6.0 307.0 5,222.0

1995 .......... 291,682.3 9.091 22.4 5,929.0 -574.0 5,355.0 40,898.2 4.199 19.4 333.0 1.0 334.0 5,689.0

1996 .......... 302,914.4 9.350 22.2 6,279.0 ... 6,279.0 44,173.9 4.423 18.6 364.0 ... 364.0 6,643.0

1997 .......... 316,311.1 10.865 22.0 7,561.0 -334.0 7,227.0 45,659.3 5.446 18.4 458.0 3.0 461.0 7,688.0

1998 .......... 326,817.3 12.527 22.0 9,003.0 ... 9,003.0 48,173.4 6.238 18.4 552.0 ... 552.0 9,555.0

1999 .......... 334,437.2 12.744 21.6 9,219.0 1,543.0 10,762.0 51,331.0 6.170 18.1 572.0 83.0 655.0 11,417.0

2000 .......... 352,706.5 13.145 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 15.842 20.4 12,574.0 189.0 12,763.0 65,645.5 7.650 18.0 902.0 22.0 924.0 13,687.0

2003 .......... 399,892.0 15.418 18.6 11,466.0 885.0 12,351.0 70,905.7 7.316 16.4 851.0 88.0 939.0 13,290.0

2004 .......... 415,082.0 16.650 18.6 12,831.0 1,614.0 14,445.0 78,202.3 7.974 16.3 1,017.0 88.0 1,105.0 15,550.0

2005-I........ 107,612.5 18.130 18.5 3,605.0 ... 3,605.0 20,654.9 8.727 16.3 293.0 ... 293.0 3,898.0

2005-II ...... 108,197.2 16.965 18.5 3,391.8 ... 3,391.8 20,846.6 7.859 16.3 266.3 ... 266.3 3,658.1

2005-III..... 108,496.4 16.965 18.5 3,401.1 ... 3,401.1 21,036.1 7.859 16.3 268.7 ... 268.7 3,669.9

2005-IV..... 109,412.2 16.965 18.5 3,429.8 ... 3,429.8 21,272.8 7.859 16.3 271.7 ... 271.7 3,701.6

2006-I........ 111,501.5 17.628 18.9 3,713.9 ... 3,713.9 21,902.2 8.274 16.6 301.5 ... 301.5 4,015.4

2006-II ...... 112,210.4 17.628 18.9 3,737.5 ... 3,737.5 22,115.6 8.274 16.6 304.4 ... 304.4 4,041.9

2006-III..... 112,634.2 17.628 18.9 3,751.6 ... 3,751.6 22,302.9 8.274 16.6 307.0 ... 307.0 4,058.6

2006-IV..... 113,740.7 17.628 18.9 3,788.5 ... 3,788.5 22,538.2 8.274 16.6 310.2 ... 310.2 4,098.7

2007-I........ 116,275.4 18.428 19.0 4,070.3 ... 4,070.3 23,348.7 8.671 16.7 337.1 ... 337.1 4,407.4

2007-II ...... 117,117.3 18.428 19.0 4,099.8 ... 4,099.8 23,557.5 8.671 16.7 340.1 ... 340.1 4,439.9

2007-III..... 117,642.7 18.428 19.0 4,118.2 ... 4,118.2 23,739.6 8.671 16.7 342.7 ... 342.7 4,460.9

2007-IV..... 118,934.4 18.428 19.0 4,163.4 ... 4,163.4 23,971.6 8.671 16.7 346.1 ... 346.1 4,509.5

2008-I........ 122,267.4 19.964 19.6 4,784.3 ... 4,784.3 24,946.2 9.486 17.3 410.0 ... 410.0 5,194.3

2008-II ...... 123,253.2 19.964 19.6 4,822.8 ... 4,822.8 25,162.9 9.486 17.3 413.6 ... 413.6 5,236.4

2008-III..... 123,899.3 19.964 19.6 4,848.1 ... 4,848.1 25,351.0 9.486 17.3 416.7 ... 416.7 5,264.8

2008-IV..... 125,418.5 19.964 19.6 4,907.6 ... 4,907.6 25,592.3 9.486 17.3 420.7 ... 420.7 5,328.2

2009-I........ 129,221.5 19.256 19.4 4,817.6 ... 4,817.6 27,059.8 9.296 17.1 429.9 ... 429.9 5,247.5

2009-II ...... 130,450.9 19.256 19.4 4,863.4 ... 4,863.4 27,266.1 9.296 17.1 433.2 ... 433.2 5,296.6

2009-III..... 131,313.5 19.256 19.4 4,895.6 ... 4,895.6 27,440.9 9.296 17.1 436.0 ... 436.0 5,331.5

2009-IV..... 133,173.4 19.256 19.4 4,964.9 ... 4,964.9 27,668.4 9.296 17.1 439.6 ... 439.6 5,404.5

2010-I........ 137,296.7 19.839 19.6 5,336.0 ... 5,336.0 28,390.3 9.776 17.4 483.6 ... 483.6 5,819.5

2010-II ...... 138,655.0 19.839 19.6 5,388.8 ... 5,388.8 28,597.9 9.776 17.4 487.1 ... 487.1 5,875.9

2010-III..... 139,666.2 19.839 19.6 5,428.1 ... 5,428.1 28,772.4 9.776 17.4 490.1 ... 490.1 5,918.1

2010-IV..... 141,816.8 19.839 19.6 5,511.7 ... 5,511.7 29,026.6 9.776 17.4 494.4 ... 494.4 6,006.1

2011-I........ 146,427.5 20.335 21.2 6,309.5 ... 6,309.5 29,809.0 10.251 18.8 574.9 ... 574.9 6,884.4

2011-II ...... 147,949.3 20.335 21.2 6,375.1 ... 6,375.1 30,025.5 10.251 18.8 579.1 ... 579.1 6,954.2

2011-III..... 149,067.4 20.335 21.2 6,423.3 ... 6,423.3 30,206.9 10.251 18.8 582.6 ... 582.6 7,005.9

2011-IV..... 151,463.2 20.335 21.2 6,526.5 ... 6,526.5 30,469.6 10.251 18.8 587.6 ... 587.6 7,114.2

2012-I........ 156,426.7 20.991 21.4 7,033.7 ... 7,033.7 31,791.4 10.893 19.0 658.6 ... 658.6 7,692.3

2012-II ...... 158,169.6 20.991 21.4 7,112.1 ... 7,112.1 31,988.6 10.893 19.0 662.7 ... 662.7 7,774.8

2012-III..... 159,487.8 20.991 21.4 7,171.3 ... 7,171.3 32,149.6 10.893 19.0 666.1 ... 666.1 7,837.4

2012-IV..... 162,225.1 20.991 21.4 7,294.4 ... 7,294.4 32,394.4 10.893 19.0 671.1 ... 671.1 7,965.5

2013-I........ 167,626.5 21.568 21.6 7,793.7 ... 7,793.7 33,577.4 11.616 19.1 746.5 ... 746.5 8,540.1

2013-II ...... 169,522.2 21.568 21.6 7,881.8 ... 7,881.8 33,761.3 11.616 19.1 750.6 ... 750.6 8,632.4

2013-III..... 170,980.3 21.568 21.6 7,949.6 ... 7,949.6 33,907.9 11.616 19.1 753.8 ... 753.8 8,703.4

2013-IV..... 174,025.6 21.568 21.6 8,091.2 ... 8,091.2 34,144.1 11.616 19.1 759.1 ... 759.1 8,850.3

2014-I........ 179,813.8 21.578 21.7 8,403.7 ... 8,403.7 35,435.1 11.621 19.2 791.9 ... 791.9 9,195.6

2014-II ...... 181,811.1 21.578 21.7 8,497.1 ... 8,497.1 35,637.9 11.621 19.2 796.4 ... 796.4 9,293.5

2014-III..... 183,364.3 21.578 21.7 8,569.7 ... 8,569.7 35,800.3 11.621 19.2 800.0 ... 800.0 9,369.7

2014-IV..... 186,676.3 21.578 21.7 8,724.5 ... 8,724.5 36,056.8 11.621 19.2 805.8 ... 805.8 9,530.2
TF Income & Outgo

243

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1984-2004, and calendar quarters 2005-14)

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

withheld,

OASDI

Total

benefits

Fraction

payable to

nonresident

aliens

(percent)

Fraction

withheld

(percent)

Total

withheld

Total

benefits

Fraction

payable to

nonresident

aliens

(percent)

Fraction

withheld

(percent)

Total

withheld

1984.......... $157,862.0 0.341 15.0 $80.9 $17,900.1 0.152 15.0 $4.0 $84.9

1985.......... 167,359.6 .298 15.0 74.8 18,835.9 .138 15.0 3.9 78.7

1986.......... 176,844.4 .266 15.0 70.6 19,846.8 .121 15.0 3.6 74.2

1987.......... 183,644.1 .242 15.0 66.9 20,511.5 .111 15.0 3.4 70.4

1988.......... 195,521.7 .240 15.0 70.5 21,692.2 .109 15.0 3.6 74.0

1989.......... 207,977.0 .235 15.0 73.3 22,873.4 .108 15.0 3.7 77.0

1990.......... 222,992.9 .228 15.0 76.4 24,803.3 .102 15.0 3.8 80.1

1991.......... 240,436.2 .223 15.0 80.3 27,661.7 .095 15.0 3.9 84.2

1992.......... 254,939.4 .202 15.0 77.3 31,091.2 .081 15.0 3.8 81.1

1993.......... 267,804.5 .196 15.0 78.6 34,597.7 .076 15.0 3.9 82.6

1994.......... 279,117.7 .190 15.0 79.7 37,716.8 .071 15.0 4.0 83.8

1995.......... 291,682.3 .182 25.5 135.2 40,898.2 .063 25.5 6.5 141.8

1996.......... 302,914.4 .248 25.5 191.9 44,173.9 .080 25.5 9.0 200.9

1997.......... 316,311.1 .247 25.5 198.9 45,659.3 .076 25.5 8.9 207.8

1998.......... 326,817.3 .175 25.5 146.0 48,173.4 .052 25.5 6.4 152.4

1999.......... 334,437.2 .160 25.5 136.6 51,331.0 .044 25.5 5.7 142.3

2000.......... 352,706.5 .154 25.5 138.5 54,938.3 .040 25.5 5.7 144.2

2001.......... 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.......... 415,082.0 .139 25.5 147.5 78,202.3 .028 25.5 5.5 153.0

2005-I....... 107,612.5 .139 25.5 37.7 20,654.9 .028 25.5 1.4 39.1

2005-II...... 108,197.2 .139 25.5 38.4 20,846.6 .028 25.5 1.5 39.8

2005-III .... 108,496.4 .139 25.5 38.5 21,036.1 .028 25.5 1.5 40.0

2005-IV .... 109,412.2 .139 25.5 38.8 21,272.8 .028 25.5 1.5 40.3

2006-I....... 111,501.5 .139 25.5 39.5 21,902.2 .028 25.5 1.6 41.1

2006-II...... 112,210.4 .139 25.5 39.8 22,115.6 .028 25.5 1.6 41.4

2006-III .... 112,634.2 .139 25.5 39.9 22,302.9 .028 25.5 1.6 41.5

2006-IV .... 113,740.7 .139 25.5 40.3 22,538.2 .028 25.5 1.6 41.9

2007-I....... 116,275.4 .139 25.5 41.2 23,348.7 .028 25.5 1.7 42.9

2007-II...... 117,117.3 .139 25.5 41.5 23,557.5 .028 25.5 1.7 43.2

2007-III .... 117,642.7 .139 25.5 41.7 23,739.6 .028 25.5 1.7 43.4

2007-IV .... 118,934.4 .139 25.5 42.2 23,971.6 .028 25.5 1.7 43.9

2008-I....... 122,267.4 .139 25.5 43.3 24,946.2 .028 25.5 1.8 45.1

2008-II...... 123,253.2 .139 25.5 43.7 25,162.9 .028 25.5 1.8 45.5

2008-III .... 123,899.3 .139 25.5 43.9 25,351.0 .028 25.5 1.8 45.7

2008-IV .... 125,418.5 .139 25.5 44.5 25,592.3 .028 25.5 1.8 46.3

2009-I....... 129,221.5 .139 25.5 45.8 27,059.8 .028 25.5 1.9 47.7

2009-II...... 130,450.9 .139 25.5 46.2 27,266.1 .028 25.5 1.9 48.2

2009-III .... 131,313.5 .139 25.5 46.5 27,440.9 .028 25.5 2.0 48.5

2009-IV .... 133,173.4 .139 25.5 47.2 27,668.4 .028 25.5 2.0 49.2

2010-I....... 137,296.7 .139 25.5 48.7 28,390.3 .028 25.5 2.0 50.7

2010-II...... 138,655.0 .139 25.5 49.1 28,597.9 .028 25.5 2.0 51.2

2010-III .... 139,666.2 .139 25.5 49.5 28,772.4 .028 25.5 2.1 51.6

2010-IV .... 141,816.8 .139 25.5 50.3 29,026.6 .028 25.5 2.1 52.3

2011-I ....... 146,427.5 .139 25.5 51.9 29,809.0 .028 25.5 2.1 54.0

2011-II...... 147,949.3 .139 25.5 52.4 30,025.5 .028 25.5 2.1 54.6

2011-III .... 149,067.4 .139 25.5 52.8 30,206.9 .028 25.5 2.2 55.0

2011-IV .... 151,463.2 .139 25.5 53.7 30,469.6 .028 25.5 2.2 55.9

2012-I....... 156,426.7 .139 25.5 55.4 31,791.4 .028 25.5 2.3 57.7

2012-II...... 158,169.6 .139 25.5 56.1 31,988.6 .028 25.5 2.3 58.3

2012-III .... 159,487.8 .139 25.5 56.5 32,149.6 .028 25.5 2.3 58.8

2012-IV .... 162,225.1 .139 25.5 57.5 32,394.4 .028 25.5 2.3 59.8

2013-I....... 167,626.5 .139 25.5 59.4 33,577.4 .028 25.5 2.4 61.8

2013-II...... 169,522.2 .139 25.5 60.1 33,761.3 .028 25.5 2.4 62.5

2013-III .... 170,980.3 .139 25.5 60.6 33,907.9 .028 25.5 2.4 63.0

2013-IV .... 174,025.6 .139 25.5 61.7 34,144.1 .028 25.5 2.4 64.1

2014-I....... 179,813.8 .139 25.5 63.7 35,435.1 .028 25.5 2.5 66.3

2014-II...... 181,811.1 .139 25.5 64.4 35,637.9 .028 25.5 2.5 67.0

2014-III .... 183,364.3 .139 25.5 65.0 35,800.3 .028 25.5 2.6 67.5

2014-IV .... 186,676.3 .139 25.5 66.2 36,056.8 .028 25.5 2.6 68.7
TF Income & Outgo

244

Source:

• Historical reimbursements based on determination letters issued by the Office of the Chief Actuary.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2014)

[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 ......................... 1 5,621.0 5,416.0 11,037.0 1444.0 1,121.0 1,565.0 12,602.0

1984 ......................... 2 782.0 ... 782.0 292.0 ... 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 ......................... ... ... ...............

2006 ......................... ... ... ...............

2007 ......................... ... ... ...............

2008 ......................... ... ... ...............

2009 ......................... ... ... ...............

2010 ......................... ... ... ...............

2011 ......................... ... ... ...............

2012 ......................... ... ... ...............

2013 ......................... ... ... ...............

2014 ......................... ... ... ...............

1 Represents contributions that would have been paid on deemed wage credits granted for military service in 1957-83 if such credits had been considered to be covered wages. 2 Includes adjustment of $466 million (OASI) and $62 million (DI) for military service in 1957-83.
TF Income & Outgo

245

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 2005 Trustees Report intermediate set of assumptions.

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

(Fiscal years 1980-2014)

[Amounts in millions]

Year1

Total benefit

payments to

special age-72

beneficiaries

Fraction

reimbursable

(percent)

Reimbursable

benefit

payments to

special age-72

beneficiaries

Administrative

expenses

Total

principal

Accumulation

factor

Reimbursement

Incurred Date paid

1980......................... $121.1 96.5 $116.9 $1.1 $117.9 1.191 $140.4 Dec. 31, 1981

1981......................... 112.9 96.6 109.0 1.0 110.0 1.206 138.7 Dec. 31, 1982

1982......................... 102.3 96.1 98.3 .7 99.0 1.258 124.5 Dec. 31, 1983

1983......................... 89.1 96.2 85.7 .7 86.4 1.215 105.0 Dec. 31, 1984

1984......................... 74.3 95.9 71.2 .6 71.7 1.259 90.3 Jan. 1, 1986

1985......................... 60.1 95.5 57.4 .5 57.9 1.198 69.4 Dec. 31, 1986

1986......................... 49.2 95.3 46.9 .3 47.2 1.157 54.6 Dec. 31, 1987

1987......................... 38.2 95.0 36.3 .2 36.5 1.167 42.6 Dec. 31, 1988

1988......................... 30.3 94.7 28.7 .2 28.9 1.174 34.0 Dec. 31, 1989

1989......................... 23.0 94.4 21.7 .1 21.8 1.167 25.5 Dec. 31, 1990

1990......................... 17.1 93.9 16.1 .1 16.2 1.165 18.9 Dec. 31, 1991

1991......................... 13.0 93.4 12.2 .1 12.2 1.155 14.1 Dec. 31, 1992

1992......................... 9.5 92.8 8.8 .1 8.8 1.138 10.1 Dec. 31, 1993

1993......................... 6.7 92.3 6.2 2 / 6.2 1.131 7.0 Dec. 31, 1994

1994......................... 4.3 91.7 4.0 2/ 4.0 1.140 4.5 Dec. 31, 1995

1995......................... 2.7 90.8 2.5 2/ 2.5 1.134 2.8 Dec. 31, 1996

1996......................... 1.8 90.4 1.6 2/ 1.6 1.134 1.8 Dec. 31, 1997

1997......................... .7 89.2 .6 2/ .6 1.131 .7 Dec. 31, 1998

1998......................... .4 88.6 .3 2/ .3 1.113 .4 Dec. 31, 1999

1999......................... -.2 86.6 -.1 2/ -.1 .000 2/ Dec. 31, 2000

2000......................... -.5 87.4 -.5 2/ -.6 .000 2/ Dec. 31, 2001

2001......................... -.5 88.5 -.5 2/ -.5 .000 2/ Dec. 31, 2002

2002......................... -.3 95.5 -.3 2/ -.3 .000 2/ Dec. 31, 2003

2003......................... 1.0 100.0 1.0 2/ 1.0 1.305 1.4 Dec. 31, 2004

2004......................... 2/ 100.0 2/ 2/ 2/ 2.380 .1 Dec. 31, 2005

2005......................... 2/ ... 2/ 2/ 2/ 1.075 2/ Dec. 31, 2006

2006......................... 2/ ... 2/ 2/ 2/ 1.094 2/ Dec. 31, 2007

2007......................... 2/ ... 2/ 2/ 2/ 1.100 2/ Dec. 31, 2008

2008......................... 2/ ... 2/ 2/ 2/ 1.102 2/ Dec. 31, 2009

2009......................... 2/ ... 2/ 2/ 2/ 1.103 2/ Dec. 31, 2010

2010......................... 2/ ... 2/ 2/ 2/ 1.105 2/ Dec. 31, 2011

2011......................... 2/ ... 2/ 2/ 2/ 1.105 2/ Dec. 31, 2012

2012......................... 2/ ... 2/ 2/ 2/ 1.105 2/ Dec. 31, 2013

2013......................... 2/ ... 2/ 2/ 2/ 1.105 2/ Dec. 31, 2014

2014......................... 2/ ... 2/ 2/ 2/ 1.105 2/ Dec. 31, 2015

1 Defined as the period October 1–September 30 (see Public Law 93-344). 2 Less than $50,000.
TF Income & Outgo

246

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

Interest on

investments

Interest on

interfund

borrowing 1

Amortization of

premium

or discount

Interest on

advance tax

transfers 2 Miscellaneous Total

Interest on

investments

Interest on

interfund

borrowing1

Amortization of

premium

or discount

Interest on

advance tax

transfers2 Miscellaneous Total

1980 .......... $1,844.8 ... $0.5 ... ... $1,845.3 $485.3 ... $0.1 ... ... $485.4 $2,330.6

1981 .......... 1,940.2 ... .9 ... $118.8 2,059.9 290.3 ... .1 ... -$118.8 171.6 2,231.6

1982 .......... 1,163.9 ... .9 ... -319.2 845.6 545.7 ... .1 ... ... 545.8 1,391.4

1983 .......... 2,291.2 -$1,917.8 ... -$394.9 6,727.9 6,706.5 477.0 $555.4 .1 -$51.7 588.6 1,569.4 8,275.8

1984 .......... 3,111.7 -1,882.5 ... -695.6 1,732.4 2,266.0 527.9 545.5 .1 -68.1 169.0 1,174.5 3,440.4

1985 .......... 3,790.4 -1,454.2 ... -555.1 90.0 1,871.0 611.5 296.5 .1 -53.2 15.6 870.5 2,741.5

1986 .......... 3,851.7 -188.3 ... -601.1 6.2 3,068.6 768.8 90.6 .1 -57.4 .5 802.6 3,871.1

1987 .......... 5,390.7 ... ... -737.4 36.4 4,689.7 732.3 ... .1 -70.8 -13.7 648.0 5,337.6

1988 .......... 8,459.0 ... ... -897.1 6.2 7,568.1 699.7 ... .1 -85.9 -14.2 599.7 8,167.9

1989 .......... 12,882.2 ... ... -897.3 .0 11,984.9 792.5 ... .1 -86.3 .3 706.6 12,691.5

1990 .......... 17,407.6 ... ... -1,045.0 -.1 16,362.5 995.3 ... .1 -110.5 -2.1 882.7 17,245.3

1991 .......... 20,826.8 ... ... ... 2.3 20,829.1 1,062.4 ... .1 ... .3 1,062.7 21,891.8

1992 .......... 24,305.3 ... ... ... -2.0 24,303.3 1,060.9 ... .1 ... .8 1,061.8 25,365.1

1993 .......... 27,022.3 ... ... ... 4.9 27,027.2 833.8 ... .1 ... 1.0 834.9 27,862.0

1994 .......... 30,373.4 ... ... ... -427.1 29,946.3 725.1 ... .1 ... 431.7 1,156.8 31,103.1

1995 .......... 32,827.2 ... ... ... -7.5 32,819.7 2,158.9 ... .1 ... -1.1 2,157.8 34,977.5

1996 .......... 35,702.7 ... ... ... 3.5 35,706.2 3,011.7 ... .1 ... .3 3,012.1 38,718.3

1997 .......... 39,793.1 ... ... ... 1.7 39,794.8 3,992.2 ... .1 ... -.2 3,992.1 43,786.9

1998 .......... 44,489.7 ... ... ... 1.0 44,490.7 4,830.3 ... .1 ... 1.7 4,832.0 49,322.7

1999 .......... 49,786.4 ... ... ... 2.5 49,788.9 5,676.8 ... .1 ... .5 5,677.3 55,466.2

2000 .......... 57,527.7 ... ... ... 1.2 57,528.9 6,940.7 ... .1 ... 1.0 6,941.7 64,470.6

2001 .......... 64,733.1 ... ... ... 3.9 64,737.0 8,157.6 ... .1 ... .7 8,158.3 72,895.3

2002 .......... 71,174.5 ... ... ... 9.6 71,184.0 9,178.0 ... .1 ... 3.2 9,177.7 80,361.8

2003 .......... 75,227.8 ... ... ... 9.2 75,237.1 9,697.2 ... .1 ... -5.0 9,688.7 84,925.7

2004 .......... 78,980.8 ... ... ... 5.6 78,986.4 9,989.5 ... .1 ... 2.1 9,988.1 88,974.5

2005-I ....... 102.6 ... ... ... ... 102.6 19.8 ... ... ... ... 19.8 122.4

2005-II ...... 41,449.2 ... ... ... ... 41,449.2 5,087.5 ... ... ... ... 5,087.5 46,536.7

2005-III..... 132.0 ... ... ... ... 132.0 25.7 ... ... ... ... 25.7 157.7

2005-IV .... 41,911.4 ... ... ... ... 41,911.4 5,068.2 ... ... ... ... 5,068.2 46,979.6

2006-I ....... 342.2 ... ... ... ... 342.2 51.7 ... ... ... ... 51.7 393.9

2006-II ...... 43,824.0 ... ... ... ... 43,824.0 5,165.1 ... ... ... ... 5,165.1 48,989.1

2006-III..... 295.3 ... ... ... ... 295.3 29.2 ... ... ... ... 29.2 324.5

2006-IV .... 45,858.2 ... ... ... ... 45,858.2 5,282.8 ... ... ... ... 5,282.8 51,141.0

2007-I ....... 390.0 ... ... ... ... 390.0 60.7 ... ... ... ... 60.7 450.8

2007-II ...... 48,385.9 ... ... ... ... 48,385.9 5,388.1 ... ... ... ... 5,388.1 53,774.0

2007-III..... 376.4 ... ... ... ... 376.4 38.3 ... ... ... ... 38.3 414.7

2007-IV .... 50,921.7 ... ... ... ... 50,921.7 5,517.7 ... ... ... ... 5,517.7 56,439.4

2008-I ....... 414.9 ... ... ... ... 414.9 65.4 ... ... ... ... 65.4 480.3

2008-II ...... 53,798.6 ... ... ... ... 53,798.6 5,617.7 ... ... ... ... 5,617.7 59,416.3

2008-III..... 405.1 ... ... ... ... 405.1 57.4 ... ... ... ... 57.4 462.5

2008-IV .... 56,787.0 ... ... ... ... 56,787.0 5,729.0 ... ... ... ... 5,729.0 62,516.0

2009-I ....... 435.6 ... ... ... ... 435.6 68.0 ... ... ... ... 68.0 503.6

2009-II ...... 59,836.3 ... ... ... ... 59,836.3 5,812.1 ... ... ... ... 5,812.1 65,648.5

2009-III..... 420.5 ... ... ... ... 420.5 61.2 ... ... ... ... 61.2 481.7

2009-IV .... 62,852.0 ... ... ... ... 62,852.0 5,864.5 ... ... ... ... 5,864.5 68,716.5

2010-I ....... 454.1 ... ... ... ... 454.1 70.1 ... ... ... ... 70.1 524.2

2010-II ...... 66,108.7 ... ... ... ... 66,108.7 5,929.7 ... ... ... ... 5,929.7 72,038.4

2010-III..... 436.6 ... ... ... ... 436.6 67.5 ... ... ... ... 67.5 504.2

2010-IV .... 69,679.8 ... ... ... ... 69,679.8 6,000.1 ... ... ... ... 6,000.1 75,679.8

2011-I........ 483.1 ... ... ... ... 483.1 74.0 ... ... ... ... 74.0 557.1

2011-II ...... 73,160.5 ... ... ... ... 73,160.5 6,071.7 ... ... ... ... 6,071.7 79,232.2

2011-III..... 455.4 ... ... ... ... 455.4 73.5 ... ... ... ... 73.5 528.8

2011-IV..... 76,762.9 ... ... ... ... 76,762.9 6,141.1 ... ... ... ... 6,141.1 82,904.1

2012-I ....... 503.6 ... ... ... ... 503.6 75.5 ... ... ... ... 75.5 579.1

2012-II ...... 80,373.9 ... ... ... ... 80,373.9 6,201.4 ... ... ... ... 6,201.4 86,575.3

2012-III..... 477.8 ... ... ... ... 477.8 77.6 ... ... ... ... 77.6 555.4

2012-IV .... 84,068.6 ... ... ... ... 84,068.6 6,232.2 ... ... ... ... 6,232.2 90,300.8

2013-I ....... 528.6 ... ... ... ... 528.6 75.9 ... ... ... ... 75.9 604.5

2013-II ...... 87,731.1 ... ... ... ... 87,731.1 6,267.1 ... ... ... ... 6,267.1 93,998.1

2013-III..... 501.1 ... ... ... ... 501.1 81.4 ... ... ... ... 81.4 582.5

2013-IV .... 91,667.6 ... ... ... ... 91,667.6 6,297.0 ... ... ... ... 6,297.0 97,964.6

2014-I ....... 554.7 ... ... ... ... 554.7 76.0 ... ... ... ... 76.0 630.6

2014-II ...... 95,357.4 ... ... ... ... 95,357.4 6,311.7 ... ... ... ... 6,311.7 101,669.1

2014-III..... 525.2 ... ... ... ... 525.2 84.1 ... ... ... ... 84.1 609.2

2014-IV .... 99,265.7 ... ... ... ... 99,265.7 6,305.3 ... ... ... ... 6,305.3 105,571.0

1 Interest on interfund borrowings not payable until June 1983. 2 Calendar years 1983-90 reflect interest on advance tax transfers.
TF Income & Outgo

247

Sources:

• Benefit payments shown earlier.

• Historical ratios of unnegotiated check reimbursement to benefit payments computed by dividing corresponding figures; future ratios projected based on historical trend.

• Historical amounts of unnegotiated check reimbursements based on administrative records of the Department of the Treasury, and monthly Statement of Account; future amounts

computed by multiplying benefit payments by ratio of reimbursement to benefit payments.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1983-2004, and calendar quarters 2005-14

[Amounts in millions]

Calendar

period

OASI Trust Fund DI Trust Fund

Total

reimbursements

to OASDI

Benefit payments Trust Funds

Unnegotiated check reimbursement

Benefit payments

Unnegotiated check reimbursement

Percent of

benefit payments Amount

Percent of

benefit payments Amount

1983........................ $149,502.4 0.193 $288.0 $17,530.2 0.274 $48.0 $336.0

1984........................ 157,862.0 .013 21.0 17,900.1 .017 3.0 24.0

1985........................ 167,359.6 .067 111.8 18,835.9 .047 8.8 120.6

1986........................ 176,844.4 .018 31.6 19,846.8 .013 2.5 34.1

1987........................ 183,644.1 .031 57.6 20,511.5 .038 7.9 65.5

1988........................ 195,521.7 .035 67.7 21,692.2 .052 12.7 80.4

1989........................ 207,977.0 .003 5.9 22,873.4 .003 .8 6.7

1990........................ 222,992.9 .003 6.1 24,803.3 .025 6.3 12.4

1991........................ 240,436.2 -.013 -31.2 27,661.7 .011 3.0 -28.1

1992........................ 254,939.4 .022 56.6 31,091.2 .039 12.2 68.8

1993........................ 267,804.5 .018 49.3 34,597.7 .037 12.9 62.2

1994........................ 279,117.7 .018 49.8 37,716.8 .034 12.8 62.5

1995........................ 291,682.3 .018 51.8 40,898.2 .034 14.0 65.8

1996........................ 302,914.4 .018 53.2 44,173.9 .037 16.3 69.6

1997........................ 316,311.1 .017 54.1 45,659.3 .037 17.1 71.2

1998........................ 326,817.3 .017 55.5 48,173.4 .036 17.3 72.8

1999........................ 334,437.2 .016 53.8 51,331.0 .035 17.7 71.5

2000........................ 352,706.5 .016 55.0 54,938.3 .032 17.7 72.7

2001........................ 372,369.7 .015 57.7 59,579.3 .031 18.3 76.0

2002........................ 388,170.0 .013 51.2 65,645.5 .028 18.2 69.4

2003........................ 399,892.0 .013 49.9 70,905.7 .028 19.6 69.5

2004........................ 415,082.0 .012 50.4 78,202.3 .028 22.1 72.5

2005-I..................... 107,612.5 .012 12.9 20,654.9 .028 5.8 18.7

2005-II.................... 108,197.2 .012 13.0 20,846.6 .028 5.8 18.8

2005-III .................. 108,496.4 .012 13.0 21,036.1 .028 5.9 18.9

2005-IV .................. 109,412.2 .012 13.1 21,272.8 .028 6.0 19.1

2006-I..................... 111,501.5 .012 13.4 21,902.2 .028 6.1 19.5

2006-II.................... 112,210.4 .012 13.5 22,115.6 .028 6.2 19.7

2006-III .................. 112,634.2 .012 13.5 22,302.9 .028 6.2 19.8

2006-IV .................. 113,740.7 .012 13.6 22,538.2 .028 6.3 20.0

2007-I..................... 116,275.4 .012 14.0 23,348.7 .028 6.5 20.5

2007-II.................... 117,117.3 .012 14.1 23,557.5 .028 6.6 20.7

2007-III .................. 117,642.7 .012 14.1 23,739.6 .028 6.6 20.8

2007-IV .................. 118,934.4 .012 14.3 23,971.6 .028 6.7 21.0

2008-I..................... 122,267.4 .012 14.7 24,946.2 .028 7.0 21.7

2008-II.................... 123,253.2 .012 14.8 25,162.9 .028 7.0 21.8

2008-III .................. 123,899.3 .012 14.9 25,351.0 .028 7.1 22.0

2008-IV .................. 125,418.5 .012 15.1 25,592.3 .028 7.2 22.2

2009-I..................... 129,221.5 .012 15.5 27,059.8 .028 7.6 23.1

2009-II.................... 130,450.9 .012 15.7 27,266.1 .028 7.6 23.3

2009-III .................. 131,313.5 .012 15.8 27,440.9 .028 7.7 23.4

2009-IV .................. 133,173.4 .012 16.0 27,668.4 .028 7.7 23.7

2010-I..................... 137,296.7 .012 16.5 28,390.3 .028 7.9 24.4

2010-II.................... 138,655.0 .012 16.6 28,597.9 .028 8.0 24.6

2010-III .................. 139,666.2 .012 16.8 28,772.4 .028 8.1 24.8

2010-IV .................. 141,816.8 .012 17.0 29,026.6 .028 8.1 25.1

2011-I ..................... 146,427.5 .012 17.6 29,809.0 .028 8.3 25.9

2011-II.................... 147,949.3 .012 17.8 30,025.5 .028 8.4 26.2

2011-III .................. 149,067.4 .012 17.9 30,206.9 .028 8.5 26.3

2011-IV .................. 151,463.2 .012 18.2 30,469.6 .028 8.5 26.7

2012-I..................... 156,426.7 .012 18.8 31,791.4 .028 8.9 27.7

2012-II.................... 158,169.6 .012 19.0 31,988.6 .028 9.0 27.9

2012-III .................. 159,487.8 .012 19.1 32,149.6 .028 9.0 28.1

2012-IV .................. 162,225.1 .012 19.5 32,394.4 .028 9.1 28.5

2013-I..................... 167,626.5 .012 20.1 33,577.4 .028 9.4 29.5

2013-II.................... 169,522.2 .012 20.3 33,761.3 .028 9.5 29.8

2013-III .................. 170,980.3 .012 20.5 33,907.9 .028 9.5 30.0

2013-IV .................. 174,025.6 .012 20.9 34,144.1 .028 9.6 30.4

2014-I..................... 179,813.8 .012 21.6 35,435.1 .028 9.9 31.5

2014-II.................... 181,811.1 .012 21.8 35,637.9 .028 10.0 31.8

2014-III .................. 183,364.3 .012 22.0 35,800.3 .028 10.0 32.0

2014-IV .................. 186,676.3 .012 22.4 36,056.8 .028 10.1 32.5
TF Income & Outgo

248

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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

1981 .......... 380.9 877.1 337.7 2.0 1,597.6 .0050 8.0 14,378.8 64.6 14,443.5 -.0006 -8.0 ...

1982 .......... 385.8 987.3 347.3 2.2 1,722.6 .0035 6.0 14,810.2 66.7 14,876.9 .0026 38.0 44.0

1983 .......... 403.6 1,070.2 342.3 2.3 1,818.3 .0033 6.0 15,195.7 68.8 15,264.5 .0028 42.0 48.0

1984 .......... 427.3 1,152.5 394.4 2.7 1,976.8 ... ... 15,622.7 73.4 15,696.1 .0000 1.0 1.0

1985 .......... 456.9 1,249.1 417.4 2.9 2,126.3 ... ... 16,482.6 80.0 16,562.6 .0000 ... ...

1986 .......... 485.3 1,347.8 430.1 3.3 2,266.5 ... ... 17,409.1 86.7 17,495.8 .0005 9.0 9.0

1987 .......... 508.5 1,426.8 430.4 3.6 2,369.4 ... ... 18,053.4 91.7 18,145.2 .0009 15.8 15.8

1988 .......... 543.9 1,561.9 442.6 3.8 2,552.3 ... ... 19,164.7 98.4 19,263.1 .0008 16.0 16.0

1989 .......... 576.5 1,675.9 454.9 4.1 2,711.4 ... ... 20,314.5 104.2 20,418.7 .0019 38.4 38.4

1990 .......... 620.4 1,815.4 475.5 4.5 2,915.9 ... ... 22,113.5 113.1 22,226.6 .0015 32.3 32.3

1991 .......... 672.0 1,980.1 563.7 5.9 3,221.8 ... ... 24,737.7 125.4 24,863.1 .0014 35.9 35.9

1992 .......... 718.7 2,131.3 677.5 7.6 3,535.1 ... ... 27,855.8 139.8 27,995.6 .0012 32.8 32.8

1993 .......... 754.0 2,299.3 810.8 9.7 3,873.8 ... ... 30,912.8 164.1 31,076.9 .0009 28.3 28.3

1994 .......... 791.8 2,440.6 901.0 11.6 4,145.0 ... ... 33,710.5 180.5 33,891.1 .0012 39.9 39.9

1995 .......... 830.1 2,587.8 993.3 13.5 4,424.6 ... ... 36,610.2 194.9 36,805.0 .0011 39.2 39.2

1996 .......... 864.4 2,729.5 1,068.8 15.2 4,678.0 ... ... 39,625.3 210.0 39,835.3 .0008 31.2 31.2

1997 .......... 906.4 2,893.8 1,141.2 16.8 4,958.2 ... ... 41,082.8 216.1 41,298.9 .0013 52.7 52.7

1998 .......... 935.4 3,030.1 1,204.0 18.6 5,188.0 ... ... 43,467.0 228.2 43,695.2 .0012 50.7 50.7

1999 .......... 956.9 3,135.9 1,247.4 20.3 5,360.5 ... ... 46,458.7 241.1 46,699.7 .0015 67.9 67.9

2000 .......... 1,001.6 3,284.2 1,296.1 22.3 5,604.1 ... ... 49,847.5 256.1 50,103.6 .0013 62.9 62.9

2001 .......... 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 .......... 1,092.4 3,651.8 1,477.7 34.3 6,256.2 .0005 2.9 64,811.2 317.7 65,128.9 .0007 46.6 49.5

2004 .......... 1,129.1 3,799.3 1,518.0 37.7 6,484.0 .0004 2.6 71,685.5 345.9 72,031.4 .0007 49.1 51.7

2005-I........ 294.1 985.4 391.0 9.2 1,679.6 .0015 2.5 18,916.5 92.5 19,009.0 .0022 42.2 44.7

2005-II ...... 295.5 990.8 397.5 9.5 1,693.3 .0016 2.6 19,083.2 92.8 19,176.1 .0024 46.0 48.6

2005-III..... 296.7 995.2 397.0 9.6 1,698.5 .0015 2.6 19,299.1 94.0 19,393.0 -.0001 -1.5 1.1

2005-IV..... 299.1 1,000.0 394.4 9.6 1,703.1 .0011 1.9 19,529.0 94.3 19,623.3 .0017 32.8 34.7

2006-I........ 304.8 1,024.9 405.2 9.9 1,744.7 .0012 2.0 20,114.0 96.0 20,210.0 .0018 35.9 37.9

2006-II ...... 306.2 1,030.4 412.0 10.2 1,758.8 .0012 2.1 20,309.8 96.6 20,406.4 .0019 39.2 41.2

2006-III..... 307.4 1,034.7 411.5 10.3 1,764.0 .0012 2.0 20,530.9 97.3 20,628.1 .0020 42.1 44.2

2006-IV..... 310.0 1,039.8 409.0 10.4 1,769.1 .0011 2.0 20,755.6 97.7 20,853.3 .0022 45.5 47.5

2007-I........ 317.4 1,067.3 420.9 10.8 1,816.3 .0011 2.0 21,495.1 101.1 21,596.2 .0022 48.6 50.5

2007-II ...... 318.9 1,073.0 427.8 11.1 1,830.8 .0011 2.0 21,683.8 101.7 21,785.5 .0024 51.7 53.6

2007-III..... 320.2 1,077.4 427.2 11.2 1,836.0 .0011 2.1 21,900.5 102.4 22,002.9 .0025 54.3 56.3

2007-IV..... 322.9 1,082.6 424.4 11.2 1,841.2 .0012 2.2 22,120.3 102.9 22,223.2 .0026 57.0 59.2

2008-I........ 332.2 1,116.6 438.6 11.7 1,899.1 .0012 2.2 23,008.2 107.0 23,115.2 .0026 59.7 61.9

2008-II ...... 333.9 1,122.4 446.1 12.0 1,914.4 .0012 2.3 23,201.1 107.8 23,308.9 .0027 62.7 65.0

2008-III..... 335.2 1,127.0 445.5 12.1 1,919.9 .0012 2.3 23,425.4 108.6 23,534.0 .0028 65.5 67.9

2008-IV..... 338.2 1,132.4 442.8 12.2 1,925.6 .0013 2.4 23,652.0 109.2 23,761.2 .0029 68.6 71.0

2009-I........ 348.7 1,168.9 458.2 12.6 1,988.4 .0012 2.5 24,962.2 117.3 25,079.5 .0028 71.4 73.9

2009-II ...... 350.6 1,174.9 466.3 13.0 2,004.9 .0013 2.5 25,138.3 118.2 25,256.5 .0030 74.5 77.0

2009-III..... 352.1 1,179.5 466.1 13.1 2,010.9 .0013 2.6 25,350.3 119.2 25,469.5 .0030 77.5 80.1

2009-IV..... 355.4 1,185.1 463.7 13.2 2,017.4 .0013 2.6 25,558.6 119.9 25,678.6 .0031 80.6 83.3

2010-I........ 365.2 1,223.1 480.0 13.7 2,082.0 .0013 2.7 26,229.2 121.7 26,350.9 .0032 83.5 86.2

2010-II ...... 366.9 1,229.3 488.9 14.0 2,099.1 .0013 2.8 26,407.6 122.7 26,530.3 .0033 86.8 89.6

2010-III..... 368.1 1,234.0 489.2 14.2 2,105.4 .0014 2.9 26,625.1 123.7 26,748.8 .0034 90.0 92.9

2010-IV..... 371.3 1,239.7 487.3 14.3 2,112.5 .0015 3.1 26,861.1 124.5 26,985.6 .0035 93.5 96.6

2011-I........ 383.1 1,279.3 504.0 14.8 2,181.1 .0015 3.2 27,594.5 126.2 27,720.7 .0035 96.7 99.9

2011-II ...... 385.0 1,285.6 510.5 15.1 2,196.3 .0015 3.3 27,781.5 127.1 27,908.7 .0036 100.0 103.3

2011-III..... 386.2 1,290.4 508.1 15.2 2,199.9 .0015 3.4 28,008.9 128.2 28,137.1 .0037 102.8 106.2

2011-IV..... 389.5 1,296.3 503.3 15.3 2,204.4 .0015 3.4 28,253.6 129.0 28,382.6 .0037 105.8 109.2

2012-I........ 401.0 1,337.5 518.3 15.8 2,272.5 .0015 3.5 29,450.6 135.2 29,585.7 .0037 108.7 112.1

2012-II ...... 403.0 1,343.9 524.3 16.1 2,287.3 .0015 3.5 29,614.7 136.2 29,750.9 .0038 111.8 115.3

2012-III..... 404.1 1,348.7 520.9 16.2 2,289.8 .0016 3.6 29,822.8 137.4 29,960.2 .0038 114.8 118.4

2012-IV..... 407.6 1,354.7 515.0 16.3 2,293.7 .0016 3.6 30,047.4 138.3 30,185.7 .0039 118.0 121.7

2013-I........ 419.5 1,397.5 529.4 16.8 2,363.1 .0016 3.7 31,124.9 143.2 31,268.0 .0039 121.0 124.7

2013-II ...... 421.6 1,404.0 535.0 17.1 2,377.6 .0016 3.8 31,273.9 144.3 31,418.2 .0040 124.1 127.9

2013-III..... 422.5 1,408.8 530.6 17.2 2,379.2 .0016 3.9 31,470.8 145.6 31,616.3 .0040 126.8 130.7

2013-IV..... 426.3 1,415.0 523.9 17.3 2,382.5 .0017 4.1 31,686.1 146.5 31,832.6 .0041 129.7 133.8

2014-I........ 438.2 1,459.3 538.3 17.8 2,453.5 .0017 4.2 32,858.2 152.2 33,010.4 .0040 132.4 136.7

2014-II ...... 440.3 1,465.8 544.6 18.2 2,468.9 .0018 4.3 33,023.2 153.4 33,176.6 .0041 135.5 139.8

2014-III..... 441.1 1,470.6 540.6 18.3 2,470.7 .0018 4.4 33,238.2 154.8 33,392.9 .0041 138.4 142.8

2014-IV..... 445.0 1,476.9 534.3 18.4 2,474.7 .0018 4.4 33,472.1 155.7 33,627.9 .0042 141.5 145.9
TF Income & Outgo

249

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 2005 Trustees Report intermediate set of assumptions.

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

(Fiscal years 1980-2014)

[Amounts in millions]

Year 1

Components of principal amount of transfer to Railroad Retirement program

Accumulation

factor

Transfer to Railroad

Retirement program

Benefit

payments

Administrative

expenses

Payroll

taxes

Military

service

adjustment

Benefit

taxes 2 Interest

Total

principal Amount Date paid

OASI

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.......... 4,870.8 14.7 1,458.5 ... 116.6 238.4 3,433.7 1.0294 3,534.5 June 2, 2005

2005.......... 4,968.1 14.9 1,473.3 158.9 113.5 233.9 3,370.3 1.0294 3,469.3 June 1, 2006

2006.......... 5,034.4 15.1 1,504.8 ... 116.0 222.7 3,552.4 1.0338 3,672.6 June 1, 2007

2007.......... 5,087.9 15.3 1,540.8 ... 126.3 227.2 3,543.1 1.0353 3,668.1 June 1, 2008

2008.......... 5,167.2 15.5 1,575.7 ... 141.2 227.2 3,568.0 1.0353 3,693.8 June 1, 2009

2009.......... 5,261.1 15.7 1,615.4 ... 145.6 229.9 3,619.9 1.0361 3,750.5 June 1, 2010

2010.......... 5,397.5 15.9 1,650.1 173.6 150.1 240.0 3,549.0 1.0369 3,680.0 June 1, 2011

2011.......... 5,538.3 16.1 1,685.9 ... 171.8 236.0 3,801.7 1.0373 3,943.3 June 1, 2012

2012.......... 5,712.1 16.4 1,717.6 ... 191.6 249.8 3,927.4 1.0371 4,073.0 June 1, 2013

2013.......... 5,909.3 16.6 1,753.3 ... 210.5 272.6 4,089.0 1.0369 4,240.0 June 1, 2014

2014.......... 6,123.9 16.9 1,791.2 ... 221.4 276.5 4,253.7 1.0369 4,410.7 June 1, 2015

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.......... 488.8 4.2 247.7 ... 4.6 15.9 249.8 1.0292 257.1 June 2, 2005

2005.......... 537.9 4.3 250.2 20.2 4.7 18.9 278.7 1.0294 286.9 June 1, 2006

2006.......... 572.7 4.3 255.5 ... 5.2 19.9 328.0 1.0337 339.1 June 1, 2007

2007.......... 604.2 4.4 261.6 ... 5.9 22.2 352.2 1.0353 364.6 June 1, 2008

2008.......... 637.8 4.4 267.6 ... 7.0 23.7 378.9 1.0351 392.3 June 1, 2009

2009.......... 668.8 4.5 274.3 ... 7.6 25.4 403.5 1.0360 418.0 June 1, 2010

2010.......... 694.2 4.6 280.2 1.6 8.1 26.9 421.2 1.0368 436.8 June 1, 2011

2011.......... 713.8 4.6 286.3 ... 9.5 27.8 434.9 1.0374 451.1 June 1, 2012

2012.......... 723.7 4.7 291.7 ... 10.7 28.4 438.1 1.0371 454.4 June 1, 2013

2013.......... 730.2 4.8 297.7 ... 11.9 28.6 437.7 1.0370 453.9 June 1, 2014

2014.......... 722.3 4.9 304.2 ... 12.0 28.3 423.2 1.0370 438.8 June 1, 2015

1 Defined as the period October 1–September 30 (see Public Law 93-344). 2 Benefit taxes not payable until 1984.
TF Income & Outgo

250

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 2005 Trustees Report intermediate set of assumptions.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[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

1981 ......................... 123,795.4 .0106 1,307.0 17,199.4 .0253 436.0 1,743.0

1982 ......................... 138,799.8 .0109 1,519.0 17,337.5 .0340 590.0 2,109.0

1983 ......................... 149,502.4 .0102 1,528.0 17,530.2 .0357 625.0 2,153.0

1984 ......................... 157,862.0 .0104 1,638.0 17,900.1 .0350 626.0 2,264.0

1985 ......................... 167,359.6 .0095 1,592.0 18,835.9 .0323 608.0 2,200.0

1986 ......................... 176,844.4 .0091 1,601.4 19,846.8 .0303 600.5 2,201.9

1987 ......................... 183,644.1 .0083 1,524.1 20,511.5 .0414 848.8 2,372.9

1988 ......................... 195,521.7 .0091 1,776.2 21,692.2 .0340 737.0 2,513.2

1989 ......................... 207,977.0 .0080 1,673.7 22,873.4 .0330 754.3 2,428.0

1990 ......................... 222,992.9 .0070 1,562.6 24,803.3 .0285 706.7 2,269.3

1991 ......................... 240,436.2 .0075 1,792.2 27,661.7 .0287 794.4 2,586.6

1992 ......................... 254,939.4 .0072 1,829.8 31,091.2 .0268 834.3 2,664.1

1993 ......................... 267,804.5 .0075 1,996.5 34,597.7 .0279 966.1 2,962.6

1994 ......................... 279,117.7 .0059 1,645.3 37,716.8 .0273 1,028.7 2,674.0

1995 ......................... 291,682.3 .0071 2,076.8 40,898.2 .0260 1,063.7 3,140.5

1996 ......................... 302,914.4 .0059 1,801.9 44,173.9 .0263 1,160.4 2,962.3

1997 ......................... 316,311.1 .0067 2,128.4 45,659.3 .0280 1,280.2 3,408.6

1998 ......................... 326,817.3 .0058 1,899.5 48,173.4 .0325 1,567.5 3,467.0

1999 ......................... 334,437.2 .0054 1,808.9 51,331.0 .0296 1,518.9 3,327.8

2000 ......................... 352,706.5 .0061 2,149.0 54,938.3 .0298 1,639.1 3,788.1

2001 ......................... 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 ......................... 415,082.0 .0057 2,384.3 78,202.3 .0275 2,152.1 4,536.4

2005-I....................... 107,612.5 .0084 905.7 20,654.9 .0261 539.6 1,445.3

2005-II ..................... 108,197.2 .0052 563.2 20,846.6 .0281 585.7 1,148.9

2005-III.................... 108,496.4 .0071 772.2 21,036.1 .0299 630.0 1,402.2

2005-IV.................... 109,412.2 .0069 756.2 21,272.8 .0244 519.4 1,275.6

2006-I....................... 111,501.5 .0083 927.0 21,902.2 .0263 575.6 1,502.7

2006-II ..................... 112,210.4 .0051 576.4 22,115.6 .0283 624.8 1,201.3

2006-III.................... 112,634.2 .0070 790.3 22,302.9 .0301 672.2 1,462.5

2006-IV.................... 113,740.7 .0065 742.6 22,538.2 .0224 505.5 1,248.1

2007-I....................... 116,275.4 .0078 910.3 23,348.7 .0240 560.2 1,470.5

2007-II ..................... 117,117.3 .0048 566.0 23,557.5 .0258 608.1 1,174.1

2007-III.................... 117,642.7 .0066 776.1 23,739.6 .0276 654.2 1,430.2

2007-IV.................... 118,934.4 .0061 728.2 23,971.6 .0224 537.9 1,266.1

2008-I....................... 122,267.4 .0073 892.6 24,946.2 .0239 596.2 1,488.8

2008-II ..................... 123,253.2 .0045 555.0 25,162.9 .0257 647.1 1,202.2

2008-III.................... 123,899.3 .0061 761.0 25,351.0 .0275 696.1 1,457.1

2008-IV.................... 125,418.5 .0058 724.2 25,592.3 .0223 570.4 1,294.7

2009-I....................... 129,221.5 .0069 887.8 27,059.8 .0234 632.2 1,520.0

2009-II ..................... 130,450.9 .0042 552.0 27,266.1 .0252 686.2 1,238.3

2009-III.................... 131,313.5 .0058 756.9 27,440.9 .0269 738.2 1,495.1

2009-IV.................... 133,173.4 .0055 727.3 27,668.4 .0218 603.8 1,331.1

2010-I....................... 137,296.7 .0065 891.5 28,390.3 .0236 669.2 1,560.8

2010-II ..................... 138,655.0 .0040 554.3 28,597.9 .0254 726.4 1,280.8

2010-III.................... 139,666.2 .0054 760.0 28,772.4 .0272 781.5 1,541.5

2010-IV.................... 141,816.8 .0052 735.1 29,026.6 .0220 638.7 1,373.8

2011-I....................... 146,427.5 .0062 901.1 29,809.0 .0237 707.9 1,609.0

2011-II ..................... 147,949.3 .0038 560.3 30,025.5 .0256 768.4 1,328.7

2011-III.................... 149,067.4 .0052 768.2 30,206.9 .0274 826.6 1,594.8

2011-IV.................... 151,463.2 .0049 746.8 30,469.6 .0222 676.0 1,422.8

2012-I....................... 156,426.7 .0059 915.5 31,791.4 .0236 749.2 1,664.7

2012-II ..................... 158,169.6 .0036 569.2 31,988.6 .0254 813.2 1,382.4

2012-III.................... 159,487.8 .0049 780.5 32,149.6 .0272 874.8 1,655.2

2012-IV.................... 162,225.1 .0047 759.6 32,394.4 .0220 714.2 1,473.8

2013-I....................... 167,626.5 .0056 931.1 33,577.4 .0236 791.5 1,722.7

2013-II ..................... 169,522.2 .0034 579.0 33,761.3 .0254 859.1 1,438.1

2013-III.................... 170,980.3 .0046 793.8 33,907.9 .0273 924.2 1,718.0

2013-IV.................... 174,025.6 .0044 772.9 34,144.1 .0221 753.5 1,526.4

2014-I....................... 179,813.8 .0053 947.5 35,435.1 .0236 835.1 1,782.5

2014-II ..................... 181,811.1 .0032 589.1 35,637.9 .0254 906.4 1,495.6

2014-III.................... 183,364.3 .0044 807.7 35,800.3 .0272 975.1 1,782.8

2014-IV.................... 186,676.3 .0042 786.7 36,056.8 .0220 794.3 1,581.0
251

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 2005 Trustees Report intermediate set of assumptions. See tables V.A10 and V.B10 for low cost and high cost alternatives, respectively.

IV.13.—Operations of the OASI Trust Fund

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Net

contributions

Income

from

taxation

of benefits 1 Militaryservice 2

Payments

to uninsured

persons3 Netinterest 4 Total

Benefit

payments 5

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

Interfund

borrowing

transfers 6

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

1981.......... 122,627.1 ... 534.3 140.4 2,059.9 125,361.2 123,803.4 1,307.0 1,584.9 126,694.9 ... -1,333.7 21,489.8

1982.......... 123,673.1 ... 541.5 138.7 845.6 125,198.5 138,805.8 1,519.0 1,793.3 142,119.2 $17,518.5 597.8 22,087.6

1983.......... 132,715.7 ... 11,037.0 124.5 6,706.5 150,584.0 149,220.4 1,528.0 2,250.8 152,999.5 ... -2,415.5 19,672.1

1984.......... 163,341.2 $2,834.9 782.0 105.0 2,266.0 169,327.8 157,841.0 1,638.0 2,404.0 161,883.0 ... 7,444.8 27,116.9

1985.......... 176,631.8 3,207.8 2,529.0 ... 1,871.0 184,239.3 167,247.8 1,592.0 2,310.2 171,150.1 -4,364.0 8,725.2 35,842.1

1986.......... 190,416.7 3,423.6 325.0 159.7 3,068.6 197,393.4 176,812.8 1,601.4 2,585.1 180,999.9 -13,154.5 3,238.9 39,081.0

1987.......... 202,386.1 3,256.9 348.4 54.6 4,689.7 210,735.8 183,586.5 1,524.1 2,557.3 187,667.8 ... 23,067.9 62,148.9

1988.......... 229,490.9 3,384.5 284.0 42.6 7,568.1 240,770.1 195,454.0 1,776.2 2,790.0 200,020.3 ... 40,749.8 102,898.7

1989.......... 249,890.4 2,439.3 304.8 34.0 11,984.9 264,653.4 207,971.1 1,673.7 2,845.3 212,489.0 ... 52,164.4 155,063.1

1990.......... 267,079.2 4,848.4 -1,663.0 25.5 16,362.5 286,652.6 222,986.8 1,562.6 2,969.3 227,518.6 ... 59,134.0 214,197.2

1991.......... 272,217.6 5,864.3 356.3 18.9 20,829.1 299,286.1 240,467.4 1,792.2 3,374.6 245,634.2 ... 53,652.0 267,849.1

1992.......... 280,664.5 5,852.3 327.4 14.1 24,303.3 311,161.7 254,882.8 1,829.8 3,148.4 259,860.9 ... 51,300.8 319,149.9

1993.......... 290,598.4 5,334.6 306.6 10.1 27,027.2 323,276.7 267,755.2 1,996.5 3,352.5 273,104.2 ... 50,172.5 369,322.5

1994.......... 293,035.8 4,994.7 286.8 7.0 29,946.3 328,270.6 279,067.9 1,645.3 3,419.6 284,132.9 ... 44,137.7 413,460.2

1995.......... 304,378.1 5,490.2 113.1 ... 32,819.7 342,801.1 291,630.5 2,076.8 4,052.3 297,759.7 ... 45,041.5 458,501.6

1996.......... 321,293.8 6,470.9 262.9 7.4 35,706.2 363,741.1 302,861.2 1,801.9 3,554.1 308,217.1 ... 55,524.0 514,025.6

1997.......... 349,679.0 7,425.9 267.5 1.8 39,794.8 397,168.9 316,257.0 2,128.4 3,688.1 322,073.4 ... 75,095.5 589,121.1

1998.......... 370,964.4 9,149.0 243.0 .7 44,490.7 424,847.8 326,761.8 1,899.5 3,662.2 332,323.5 ... 92,524.3 681,645.4

1999.......... 396,124.7 10,898.6 227.6 .4 49,788.9 457,040.3 334,383.4 1,808.9 3,681.4 339,873.7 ... 117,166.6 798,811.9

2000.......... 421,383.4 11,593.5 7.2 ... 57,528.9 490,513.0 352,651.5 2,149.0 3,538.2 358,338.7 ... 132,174.3 930,986.2

2001.......... 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 78,986.4 566,338.4 415,034.2 2,384.3 3,628.1 421,046.5 ... 145,291.8 1,500,622.2

2005-I ....... 125,995.3 3,642.7 ... ... 102.6 129,740.3 107,602.1 905.7 ... 108,507.9 ... 21,232.4 1,521,854.6

2005-II...... 139,197.0 3,430.2 ... ... 41,449.2 184,076.3 108,186.8 563.2 3,534.5 112,284.5 ... 71,791.8 1,593,646.4

2005-III..... 119,338.3 3,439.6 ... ... 132.0 122,910.5 108,486.0 772.2 ... 109,258.1 ... 13,652.4 1,607,298.8

2005-IV .... 112,180.3 3,468.6 ... .1 41,911.4 157,560.1 109,401.0 756.2 ... 110,157.2 ... 47,402.9 1,654,701.7

2006-I ....... 136,312.1 3,753.4 ... ... 342.2 140,408.7 111,490.1 927.0 ... 112,417.1 ... 27,991.5 1,682,693.2

2006-II...... 148,824.7 3,777.3 ... ... 43,824.0 196,426.4 112,199.0 576.4 3,469.3 116,244.7 ... 80,181.6 1,762,874.8

2006-III..... 125,475.2 3,791.5 ... ... 295.3 129,562.0 112,622.7 790.3 ... 113,413.0 ... 16,149.0 1,779,023.8

2006-IV .... 118,165.2 3,828.8 ... ... 45,858.2 167,851.0 113,729.1 742.6 ... 114,471.6 ... 53,379.4 1,832,403.2

2007-I ....... 144,089.0 4,111.5 ... ... 390.0 148,590.6 116,263.4 910.3 ... 117,173.7 ... 31,416.8 1,863,820.0

2007-II...... 154,621.5 4,141.3 ... ... 48,385.9 207,148.2 117,105.2 566.0 3,672.6 121,343.8 ... 85,804.4 1,949,624.4

2007-III..... 132,070.7 4,159.9 ... ... 376.4 136,606.3 117,630.7 776.1 ... 118,406.7 ... 18,199.6 1,967,823.9

2007-IV .... 124,023.5 4,205.6 ... ... 50,921.7 179,149.2 118,922.3 728.2 ... 119,650.5 ... 59,498.8 2,027,322.7

2008-I ....... 151,046.3 4,827.6 ... ... 414.9 156,289.5 122,254.9 892.6 ... 123,147.5 ... 33,142.0 2,060,464.7

2008-II...... 162,183.2 4,866.5 ... ... 53,798.6 220,848.1 123,240.7 555.0 3,668.1 127,463.8 ... 93,384.3 2,153,849.0

2008-III..... 138,207.9 4,892.0 ... ... 405.1 143,505.1 123,886.7 761.0 ... 124,647.8 ... 18,857.3 2,172,706.3

2008-IV .... 131,157.1 4,952.1 ... ... 56,787.0 192,895.9 125,405.8 724.2 ... 126,130.1 ... 66,765.7 2,239,472.1

2009-I ....... 157,903.9 4,863.4 ... ... 435.6 163,204.1 129,208.5 887.8 ... 130,096.3 ... 33,107.8 2,272,579.9

2009-II...... 169,474.9 4,909.6 ... ... 59,836.3 234,220.0 130,437.7 552.0 3,693.8 134,683.6 ... 99,536.4 2,372,116.2

2009-III..... 144,235.4 4,942.1 ... ... 420.5 149,597.5 131,300.3 756.9 ... 132,057.2 ... 17,540.4 2,389,656.6

2009-IV .... 139,683.6 5,012.1 ... ... 62,852.0 207,547.0 133,160.0 727.3 ... 133,887.3 ... 73,659.7 2,463,316.3

2010-I ....... 163,568.8 5,384.7 ... ... 454.1 169,407.8 137,282.9 891.5 ... 138,174.4 ... 31,233.3 2,494,549.6

2010-II...... 178,760.3 5,437.9 ... ... 66,108.7 250,306.6 138,641.2 554.3 3,750.5 142,946.0 ... 107,360.6 2,601,910.2

2010-III..... 153,328.9 5,477.6 ... ... 436.6 159,243.2 139,652.3 760.0 ... 140,412.4 ... 18,830.8 2,620,741.1

2010-IV .... 145,417.7 5,562.0 ... ... 69,679.8 220,658.8 141,802.9 735.1 ... 142,538.0 ... 78,120.8 2,698,861.9

2011-I ....... 172,568.1 6,361.4 ... ... 483.1 179,413.6 146,413.1 901.1 ... 147,314.3 ... 32,099.3 2,730,961.2

2011-II ...... 187,874.7 6,427.5 ... ... 73,160.5 267,463.0 147,934.8 560.3 3,680.0 152,175.2 ... 115,287.8 2,846,249.0

2011-III..... 161,538.6 6,476.1 ... ... 455.4 168,470.6 149,052.9 768.2 ... 149,821.0 ... 18,649.6 2,864,898.6

2011-IV .... 150,000.4 6,580.2 ... ... 76,762.9 233,344.1 151,448.4 746.8 ... 152,195.3 ... 81,148.8 2,946,047.4

2012-I ....... 182,758.9 7,089.1 ... ... 503.6 190,351.8 156,411.4 915.5 ... 157,326.9 ... 33,024.9 2,979,072.3

2012-II...... 196,392.0 7,168.2 ... ... 80,373.9 283,934.0 158,154.1 569.2 3,943.3 162,666.7 ... 121,267.3 3,100,339.6

2012-III..... 167,228.5 7,227.8 ... ... 477.8 174,934.7 159,472.3 780.5 ... 160,252.7 ... 14,682.0 3,115,021.6

2012-IV .... 156,828.0 7,351.9 ... ... 84,068.6 248,248.6 162,209.2 759.6 ... 162,968.9 ... 85,279.7 3,200,301.3

2013-I ....... 190,406.9 7,853.1 ... ... 528.6 198,788.6 167,610.1 931.1 ... 168,541.3 ... 30,247.4 3,230,548.7

2013-II...... 205,835.2 7,941.9 ... ... 87,731.1 301,507.9 169,505.7 579.0 4,073.0 174,157.6 ... 127,350.3 3,357,899.0

2013-III..... 174,447.4 8,010.2 ... ... 501.1 182,958.3 170,963.7 793.8 ... 171,757.6 ... 11,200.7 3,369,099.7

2013-IV .... 163,855.0 8,152.9 ... ... 91,667.6 263,675.4 174,008.8 772.9 ... 174,781.8 ... 88,893.7 3,457,993.4

2014-I ....... 199,132.4 8,467.4 ... ... 554.7 208,155.1 179,796.4 947.5 ... 180,743.9 ... 27,411.3 3,485,404.6

2014-II...... 214,184.1 8,561.5 ... ... 95,357.4 318,101.9 181,793.6 589.1 4,240.0 186,622.8 ... 131,479.1 3,616,883.8

2014-III..... 181,831.5 8,634.7 ... ... 525.2 190,990.8 183,346.7 807.7 ... 184,154.4 ... 6,836.4 3,623,720.2

2014-IV .... 172,253.3 8,790.7 ... ... 99,265.7 280,309.3 186,658.3 786.7 ... 187,445.1 ... 92,864.2 3,716,584.4

1 Income from taxation of benefits was not available until 1984. 2 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. 3 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. 4 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.

5 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. 6 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.
252

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 2005 Trustees Report intermediate set of assumptions. See tables V.A10 and V.B10 for low cost and high cost alternatives, respectively.

IV.14.—Operations of the DI Trust Fund

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Net

contributions

Income

from

taxation

of benefits 1 Militaryservice 2

Payments

to uninsured

persons3 Netinterest 4 Total

Benefit

payments 5

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

Interfund

borrowing

transfers 6

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

1981 ......... 16,738.1 ... 168.2 ... 171.6 17,077.6 17,191.4 436.0 29.4 17,657.7 ... -580.1 3,048.9

1982 ......... 21,995.1 ... 174.3 ... 545.8 22,714.7 17,375.5 590.0 26.4 17,991.8 -$5,081.3 -358.3 2,690.6

1983 ......... 17,546.2 ... 1,565.0 ... 1,569.4 20,681.6 17,524.2 625.0 27.8 18,177.1 ... 2,504.5 5,195.1

1984 ......... 15,852.9 $190.0 92.0 ... 1,174.5 17,309.1 17,898.1 626.0 21.6 18,545.6 ... -1,236.6 3,958.5

1985 ......... 17,159.1 221.9 1,048.0 ... 870.5 19,300.6 18,827.1 608.0 42.6 19,477.9 2,540.0 2,362.7 6,321.2

1986 ......... 18,368.5 237.6 31.0 ... 802.6 19,439.3 19,853.3 600.5 67.7 20,521.6 2,541.3 1,459.0 7,780.1

1987 ......... 19,670.1 -35.6 20.5 ... 648.0 20,303.0 20,519.4 848.8 56.9 21,425.1 ... -1,122.1 6,658.0

1988 ......... 22,011.7 60.6 27.0 ... 599.7 22,699.2 21,695.5 737.0 61.3 22,493.5 ... 205.7 6,863.7

1989 ......... 23,964.1 94.7 29.7 ... 706.6 24,794.6 22,911.0 754.3 88.2 23,753.5 ... 1,041.2 7,904.9

1990 ......... 28,490.3 143.8 -726.0 ... 882.7 28,790.8 24,829.3 706.7 79.9 25,616.3 ... 3,174.5 11,079.4

1991 ......... 29,100.4 189.9 36.6 ... 1,062.7 30,389.7 27,694.6 794.4 82.1 28,571.1 ... 1,818.6 12,898.0

1992 ......... 30,101.0 231.8 35.1 ... 1,061.8 31,429.7 31,111.8 834.3 58.0 32,004.1 ... -574.4 12,323.6

1993 ......... 31,152.4 280.9 33.0 ... 834.9 32,301.2 34,613.1 966.1 82.8 35,662.1 ... -3,360.8 8,962.7

1994 ......... 51,322.9 311.0 50.0 ... 1,156.8 52,840.7 37,743.9 1,028.7 106.0 38,878.5 ... 13,962.1 22,924.8

1995 ......... 54,350.8 340.5 -153.2 ... 2,157.8 56,696.0 40,923.4 1,063.7 67.8 42,054.9 ... 14,641.1 37,565.9

1996 ......... 57,278.2 373.0 46.5 ... 3,012.1 60,710.0 44,188.8 1,160.4 2.2 45,351.4 ... 15,358.6 52,924.5

1997 ......... 56,003.8 469.9 33.3 ... 3,992.1 60,499.0 45,694.9 1,280.2 59.1 47,034.2 ... 13,464.8 66,389.2

1998 ......... 58,927.2 558.4 39.0 ... 4,832.0 64,356.6 48,206.8 1,567.5 156.8 49,931.2 ... 14,425.4 80,814.7

1999 ......... 63,166.9 660.7 36.3 ... 5,677.3 69,541.3 51,381.2 1,518.9 134.6 53,034.7 ... 16,506.6 97,321.3

2000 ......... 71,092.0 720.7 -834.4 ... 6,941.7 77,919.9 54,983.5 1,639.1 159.4 56,782.0 ... 21,137.9 118,459.2

2001 ......... 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 65,702.5 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 70,932.7 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-I....... 21,392.8 294.4 ... ... 19.8 21,707.2 20,691.3 539.6 ... 21,230.9 ... 476.3 186,693.8

2005-II ..... 23,624.8 267.8 ... ... 5,087.5 28,980.3 20,886.8 585.7 257.1 21,729.6 ... 7,250.7 193,944.5

2005-III .... 20,259.6 270.2 ... ... 25.7 20,555.9 21,028.7 630.0 ... 21,658.8 ... -1,102.9 192,841.5

2005-IV.... 19,045.1 273.2 ... ... 5,068.2 24,386.5 21,299.6 519.4 ... 21,819.0 ... 2,567.4 195,409.0

2006-I....... 23,143.2 303.1 ... ... 51.7 23,497.8 21,932.0 575.6 ... 22,507.6 ... 990.2 196,399.2

2006-II ..... 25,260.3 306.0 ... ... 5,165.1 30,732.1 22,148.6 624.8 286.9 23,060.3 ... 7,671.8 204,071.0

2006-III .... 21,306.6 308.6 ... ... 29.2 21,644.8 22,338.8 672.2 ... 23,011.0 ... -1,366.2 202,704.8

2006-IV.... 20,065.1 311.8 ... ... 5,282.8 25,660.6 22,577.4 505.5 ... 23,082.9 ... 2,577.7 205,282.5

2007-I....... 24,468.1 338.8 ... ... 60.7 24,867.4 23,390.8 560.2 ... 23,951.0 ... 916.4 206,198.9

2007-II ..... 26,257.0 341.8 ... ... 5,388.1 31,985.7 23,602.6 608.1 339.1 24,549.7 ... 7,436.0 213,634.9

2007-III .... 22,426.8 344.4 ... ... 38.3 22,809.7 23,787.3 654.2 ... 24,441.4 ... -1,631.7 212,003.3

2007-IV.... 21,061.2 347.8 ... ... 5,517.7 26,925.4 24,021.9 537.9 ... 24,559.8 ... 2,365.6 214,368.8

2008-I....... 25,649.2 411.8 ... ... 65.4 26,126.3 24,998.9 596.2 ... 25,595.1 ... 531.2 214,900.0

2008-II ..... 27,539.9 415.4 ... ... 5,617.7 33,574.1 25,218.6 647.1 364.6 26,230.3 ... 7,343.7 222,243.7

2008-III .... 23,468.3 418.5 ... ... 57.4 23,944.9 25,409.4 696.1 ... 26,105.6 ... -2,160.7 220,083.0

2008-IV.... 22,271.5 422.5 ... ... 5,729.0 28,423.4 25,653.7 570.4 ... 26,224.1 ... 2,199.3 222,282.3

2009-I....... 26,813.6 431.8 ... ... 68.0 27,313.9 27,123.6 632.2 ... 27,755.8 ... -442.0 221,840.3

2009-II ..... 28,777.9 435.1 ... ... 5,812.1 35,026.3 27,333.0 686.2 392.3 28,411.5 ... 6,614.8 228,455.1

2009-III .... 24,491.9 438.0 ... ... 61.2 24,992.2 27,510.7 738.2 ... 28,249.0 ... -3,256.8 225,198.3

2009-IV.... 23,720.4 441.6 ... ... 5,864.5 30,026.1 27,741.3 603.8 ... 28,345.1 ... 1,680.9 226,879.3

2010-I....... 27,776.1 485.6 ... ... 70.1 28,331.6 28,465.9 669.2 ... 29,135.2 ... -803.5 226,075.7

2010-II ..... 30,355.0 489.1 ... ... 5,929.7 36,774.8 28,676.7 726.4 418.0 29,821.2 ... 6,953.6 233,029.3

2010-III .... 26,036.7 492.2 ... ... 67.5 26,596.6 28,854.3 781.5 ... 29,635.8 ... -3,039.2 229,990.1

2010-IV.... 24,693.4 496.5 ... ... 6,000.1 31,190.5 29,112.0 638.7 ... 29,750.7 ... 1,439.8 231,429.9

2011-I....... 29,303.9 577.0 ... ... 74.0 29,955.0 29,897.4 707.9 ... 30,605.3 ... -650.3 230,779.6

2011-II...... 31,903.3 581.2 ... ... 6,071.7 38,555.9 30,117.1 768.4 436.8 31,322.2 ... 7,233.7 238,013.3

2011-III .... 27,430.7 584.8 ... ... 73.5 28,089.1 30,301.2 826.6 ... 31,127.8 ... -3,038.7 234,974.6

2011-IV .... 25,472.0 589.8 ... ... 6,141.1 32,202.9 30,566.9 676.0 ... 31,242.8 ... 960.0 235,934.7

2012-I....... 31,033.9 660.9 ... ... 75.5 31,771.5 31,891.2 749.2 ... 32,640.3 ... -868.8 235,065.9

2012-II ..... 33,350.7 665.0 ... ... 6,201.4 40,216.4 32,091.4 813.2 451.1 33,355.8 ... 6,860.7 241,926.6

2012-III .... 28,397.9 668.4 ... ... 77.6 29,144.1 32,255.4 874.8 ... 33,130.2 ... -3,986.1 237,940.5

2012-IV.... 26,631.0 673.4 ... ... 6,232.2 33,536.8 32,503.3 714.2 ... 33,217.5 ... 319.3 238,259.7

2013-I....... 32,332.2 748.9 ... ... 75.9 33,157.8 33,689.0 791.5 ... 34,480.5 ... -1,322.7 236,937.0

2013-II ..... 34,953.3 753.0 ... ... 6,267.1 41,973.0 33,875.9 859.1 454.4 35,189.5 ... 6,783.5 243,720.5

2013-III .... 29,622.3 756.2 ... ... 81.4 30,460.7 34,025.2 924.2 ... 34,949.5 ... -4,488.8 239,231.7

2013-IV.... 27,823.5 761.5 ... ... 6,297.0 34,883.4 34,264.2 753.5 ... 35,017.7 ... -134.3 239,097.4

2014-I....... 33,814.7 794.4 ... ... 76.0 34,685.5 35,557.6 835.1 ... 36,392.7 ... -1,707.2 237,390.2

2014-II ..... 36,371.0 798.9 ... ... 6,311.7 43,481.6 35,763.4 906.4 453.9 37,123.8 ... 6,357.9 243,748.1

2014-III .... 30,876.9 802.6 ... ... 84.1 31,763.6 35,928.7 975.1 ... 36,903.7 ... -5,140.1 238,608.0

2014-IV.... 29,250.2 808.4 ... ... 6,305.3 36,364.6 36,188.2 794.3 ... 36,982.5 ... -617.9 237,990.1

1 Income from taxation of benefits was not available until 1984. 2 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. 3 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. 4 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.

5 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.

6 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.
253

TF Income & Outgo

Source: All figures computed by adding corresponding OASI and DI amounts.

Note: Future estimates based on 2004 Trustees Report intermediate set of assumptions. See tables V.A11 and V.B11 for low cost and high cost alternatives, respectively.

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

(Calendar years 1980-2004, and calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Net

contributions

Income

from

taxation

of

benefits 1 Militaryservice 2

Payments

to uninsured

persons3 Netinterest 4 Total

Benefit

payments 5

Administrative

expenses

Transfers to

Railroad

Retirement

program Total

Interfund

borrowing

transfers 6

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

1981.......... 139,365.2 ... 702.5 140.4 2,231.6 142,438.8 140,994.8 1,743.0 1,614.3 144,352.6 ... -1,913.8 24,538.7

1982.......... 145,668.2 ... 715.8 138.7 1,391.4 147,913.3 156,181.3 2,109.0 1,819.7 160,111.1 $12,437.3 239.5 24,778.2

1983.......... 150,261.9 ... 12,602.0 124.5 8,275.8 171,265.6 166,744.6 2,153.0 2,278.6 171,176.6 ... 89.0 24,867.2

1984.......... 179,194.1 $3,024.9 874.0 105.0 3,440.4 186,636.9 175,739.1 2,264.0 2,425.6 180,428.6 ... 6,208.2 31,075.4

1985.......... 193,790.9 3,429.7 3,577.0 ... 2,741.5 203,539.9 186,074.8 2,200.0 2,352.8 190,628.0 -1,824.0 11,087.8 42,163.3

1986.......... 208,785.2 3,661.2 356.0 159.7 3,871.1 216,832.6 196,666.1 2,201.9 2,652.8 201,521.5 -10,613.3 4,697.9 46,861.1

1987.......... 222,056.2 3,221.3 368.9 54.6 5,337.6 231,038.7 204,105.9 2,372.9 2,614.2 209,092.9 ... 21,945.8 68,807.0

1988.......... 251,502.6 3,445.1 311.0 42.6 8,167.9 263,469.3 217,149.5 2,513.2 2,851.3 222,513.8 ... 40,955.5 109,762.5

1989.......... 273,854.5 2,534.0 334.5 34.0 12,691.5 289,448.0 230,882.0 2,428.0 2,933.5 236,242.5 ... 53,205.6 162,968.0

1990.......... 295,569.5 4,992.2 -2,389.0 25.5 17,245.3 315,443.4 247,816.0 2,269.3 3,049.2 253,134.9 ... 62,308.5 225,276.6

1991.......... 301,318.0 6,054.2 392.9 18.9 21,891.8 329,675.8 268,162.0 2,586.6 3,456.7 274,205.3 ... 55,470.6 280,747.1

1992.......... 310,765.5 6,084.1 362.5 14.1 25,365.1 342,591.4 285,994.6 2,664.1 3,206.4 291,865.0 ... 50,726.4 331,473.5

1993.......... 321,750.8 5,615.5 339.6 10.1 27,862.0 355,577.9 302,368.2 2,962.6 3,435.4 308,766.2 ... 46,811.7 378,285.2

1994.......... 344,358.7 5,305.7 336.8 7.0 31,103.1 381,111.2 316,811.8 2,674.0 3,525.5 323,011.4 ... 58,099.8 436,385.0

1995.......... 358,728.9 5,830.7 -40.1 ... 34,977.5 399,497.1 332,553.9 3,140.5 4,120.1 339,814.6 ... 59,682.5 496,067.5

1996.......... 378,572.0 6,843.9 309.4 7.4 38,718.3 424,451.1 347,050.0 2,962.3 3,556.3 353,568.5 ... 70,882.5 566,950.0

1997.......... 405,682.8 7,895.8 300.8 1.8 43,786.9 457,668.0 361,951.9 3,408.6 3,747.2 369,107.7 ... 88,560.3 655,510.4

1998.......... 429,891.6 9,707.4 282.0 .7 49,322.7 489,204.4 374,968.6 3,467.0 3,819.1 382,254.7 ... 106,949.7 762,460.0

1999.......... 459,291.6 11,559.3 263.9 .4 55,466.2 526,581.6 385,764.6 3,327.8 3,816.0 392,908.4 ... 133,673.1 896,133.2

2000.......... 492,475.4 12,314.2 -827.2 ... 64,470.6 568,432.9 407,635.0 3,788.1 3,697.6 415,120.7 ... 153,312.2 1,049,445.4

2001.......... 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 ... 80,361.8 627,085.3 453,821.3 4,185.2 3,646.8 461,653.2 ... 165,432.1 1,377,965.1

2003.......... 533,518.9 13,441.2 ... ... 84,925.7 631,885.8 470,777.7 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 88,974.5 657,718.4 493,263.5 4,536.4 3,843.5 501,643.4 ... 156,075.0 1,686,839.5

2005-I ....... 147,388.1 3,937.1 ... ... 122.4 151,447.5 128,293.5 1,445.3 ... 129,738.8 ... 21,708.8 1,708,548.4

2005-II...... 162,821.8 3,698.0 ... ... 46,536.7 213,056.6 129,073.6 1,148.9 3,791.6 134,014.1 ... 79,042.5 1,787,590.8

2005-III..... 139,597.9 3,709.8 ... ... 157.7 143,466.4 129,514.7 1,402.2 ... 130,916.9 ... 12,549.5 1,800,140.3

2005-IV .... 131,225.4 3,741.8 ... .1 46,979.6 181,946.6 130,700.6 1,275.6 ... 131,976.2 ... 49,970.3 1,850,110.7

2006-I ....... 159,455.3 4,056.5 ... ... 393.9 163,906.5 133,422.1 1,502.7 ... 134,924.8 ... 28,981.7 1,879,092.4

2006-II...... 174,085.0 4,083.3 ... ... 48,989.1 227,158.5 134,347.6 1,201.3 3,756.2 139,305.0 ... 87,853.5 1,966,945.9

2006-III..... 146,781.8 4,100.1 ... ... 324.5 151,206.8 134,961.5 1,462.5 ... 136,424.0 ... 14,782.7 1,981,728.6

2006-IV .... 138,230.3 4,140.6 ... ... 51,141.0 193,511.7 136,306.5 1,248.1 ... 137,554.5 ... 55,957.2 2,037,685.7

2007-I ....... 168,557.1 4,450.3 ... ... 450.8 173,458.0 139,654.3 1,470.5 ... 141,124.8 ... 32,333.2 2,070,019.0

2007-II...... 180,878.5 4,483.1 ... ... 53,774.0 239,133.9 140,707.8 1,174.1 4,011.7 145,893.6 ... 93,240.4 2,163,259.3

2007-III..... 154,497.5 4,504.3 ... ... 414.7 159,416.0 141,418.0 1,430.2 ... 142,848.1 ... 16,567.9 2,179,827.2

2007-IV .... 145,084.7 4,553.4 ... ... 56,439.4 206,074.6 142,944.2 1,266.1 ... 144,210.3 ... 61,864.3 2,241,691.5

2008-I ....... 176,695.5 5,239.4 ... ... 480.3 182,415.8 147,253.8 1,488.8 ... 148,742.7 ... 33,673.1 2,275,364.7

2008-II...... 189,723.1 5,281.9 ... ... 59,416.3 254,422.2 148,459.3 1,202.2 4,032.8 153,694.2 ... 100,728.0 2,376,092.7

2008-III..... 161,676.2 5,310.5 ... ... 462.5 167,450.0 149,296.1 1,457.1 ... 150,753.4 ... 16,696.7 2,392,789.4

2008-IV .... 153,428.6 5,374.6 ... ... 62,516.0 221,319.3 151,059.5 1,294.7 ... 152,354.3 ... 68,965.0 2,461,754.4

2009-I ....... 184,717.5 5,295.2 ... ... 503.6 190,518.0 156,332.1 1,520.0 ... 157,852.1 ... 32,665.8 2,494,420.2

2009-II...... 198,252.8 5,344.7 ... ... 65,648.5 269,246.2 157,770.7 1,238.3 4,086.0 163,095.1 ... 106,151.2 2,600,571.4

2009-III..... 168,727.3 5,380.1 ... ... 481.7 174,589.7 158,811.0 1,495.1 ... 160,306.2 ... 14,283.5 2,614,854.9

2009-IV .... 163,404.0 5,453.7 ... ... 68,716.5 237,573.0 160,901.3 1,331.1 ... 162,232.4 ... 75,340.6 2,690,195.5

2010-I ....... 191,344.9 5,870.3 ... ... 524.2 197,739.4 165,748.8 1,560.8 ... 167,309.6 ... 30,429.8 2,720,625.3

2010-II...... 209,115.3 5,927.0 ... ... 72,038.4 287,081.4 167,317.9 1,280.8 4,168.6 172,767.2 ... 114,314.2 2,834,939.5

2010-III..... 179,365.6 5,969.8 ... ... 504.2 185,839.9 168,506.7 1,541.5 ... 170,048.2 ... 15,791.6 2,850,731.2

2010-IV .... 170,111.1 6,058.5 ... ... 75,679.8 251,849.3 170,914.9 1,373.8 ... 172,288.7 ... 79,560.6 2,930,291.8

2011-I ....... 201,872.0 6,938.4 ... ... 557.1 209,368.6 176,310.5 1,609.0 ... 177,919.6 ... 31,449.0 2,961,740.8

2011-II ...... 219,778.0 7,008.7 ... ... 79,232.2 306,019.0 178,051.9 1,328.7 4,116.8 183,497.4 ... 122,521.6 3,084,262.3

2011-III..... 188,969.3 7,060.9 ... ... 528.8 196,559.7 179,354.0 1,594.8 ... 180,948.8 ... 15,610.9 3,099,873.2

2011-IV .... 175,472.4 7,170.0 ... ... 82,904.1 265,547.0 182,015.4 1,422.8 ... 183,438.1 ... 82,108.9 3,181,982.1

2012-I ....... 213,792.8 7,750.0 ... ... 579.1 222,123.3 188,302.6 1,664.7 ... 189,967.2 ... 32,156.1 3,214,138.2

2012-II...... 229,742.7 7,833.2 ... ... 86,575.3 324,150.5 190,245.5 1,382.4 4,394.4 196,022.4 ... 128,128.0 3,342,266.2

2012-III..... 195,626.4 7,896.2 ... ... 555.4 204,078.7 191,727.7 1,655.2 ... 193,382.9 ... 10,695.8 3,352,962.1

2012-IV .... 183,459.0 8,025.3 ... ... 90,300.8 281,785.4 194,712.5 1,473.8 ... 196,186.4 ... 85,599.0 3,438,561.1

2013-I ....... 222,739.1 8,602.0 ... ... 604.5 231,946.4 201,299.1 1,722.7 ... 203,021.8 ... 28,924.7 3,467,485.7

2013-II...... 240,788.5 8,694.9 ... ... 93,998.1 343,481.0 203,381.7 1,438.1 4,527.4 209,347.1 ... 134,133.8 3,601,619.6

2013-III..... 204,069.7 8,766.4 ... ... 582.5 213,418.9 204,988.9 1,718.0 ... 206,707.0 ... 6,711.9 3,608,331.5

2013-IV .... 191,678.5 8,914.4 ... ... 97,964.6 298,558.8 208,273.1 1,526.4 ... 209,799.5 ... 88,759.3 3,697,090.8

2014-I ....... 232,947.1 9,261.8 ... ... 630.6 242,840.6 215,354.0 1,782.5 ... 217,136.6 ... 25,704.0 3,722,794.8

2014-II...... 250,555.1 9,360.4 ... ... 101,669.1 361,583.6 217,557.0 1,495.6 4,694.0 223,746.6 ... 137,837.0 3,860,631.8

2014-III..... 212,708.4 9,437.3 ... ... 609.2 222,754.5 219,275.4 1,782.8 ... 221,058.2 ... 1,696.3 3,862,328.2

2014-IV .... 201,503.5 9,599.1 ... ... 105,571.0 316,673.9 222,846.5 1,581.0 ... 224,427.6 ... 92,246.4 3,954,574.5

1 Income from taxation of benefits was not available until 1984. 2 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. 3 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968. 4 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.

5 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. 6 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.
254

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 2005 Trustees Report intermediate set of assumptions. See tables V.A13 and V.B13 for

low cost and high cost alternatives, respectively.

IV.16.—Trust Fund Ratios 1 of the OASI, DI, and Combined Trust Funds

(Calendar years 1980-2004, and calendar quarters 2005-14)

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

1980 .................................. 22.9 35.5 24.5

1981 .................................. 18.0 20.6 18.3

1982 .................................. 15.1 16.9 15.3

1983 .................................. 14.4 14.8 14.5

1984 .................................. 19.9 35.1 21.4

1985 .................................. 24.0 27.2 24.3

1986 .................................. 28.0 37.8 29.0

1987 .................................. 29.8 43.8 31.2

1988 .................................. 41.0 38.1 40.7

1989 .................................. 59.0 38.0 56.9

1990 .................................. 78.5 40.4 74.6

1991 .................................. 87.2 38.8 82.2

1992 .................................. 103.1 40.3 96.2

1993 .................................. 116.9 34.6 107.4

1994 .................................. 130.0 23.1 117.1

1995 .................................. 138.9 54.5 128.4

1996 .................................. 148.8 82.8 140.3

1997 .................................. 159.6 112.5 153.6

1998 .................................. 177.3 133.0 171.5

1999 .................................. 200.6 152.4 194.1

2000 .................................. 222.9 171.4 215.9

2001 .................................. 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-I................................ 340.9 215.4 320.3

2005-II .............................. 342.7 212.8 321.3

2005-III ............................. 355.7 217.8 332.8

2005-IV............................. 355.4 213.3 331.7

2006-I................................ 362.4 213.2 337.5

2006-II .............................. 364.8 210.9 338.9

2006-III ............................. 378.0 215.7 350.6

2006-IV............................. 377.4 211.1 349.3

2007-I................................ 384.5 210.5 355.0

2007-II .............................. 386.2 208.0 355.9

2007-III ............................. 399.0 211.9 367.0

2007-IV............................. 397.6 206.9 364.9

2008-I................................ 404.3 205.8 370.2

2008-II .............................. 405.3 202.1 370.2

2008-III ............................. 417.8 204.8 380.8

2008-IV............................. 415.5 198.9 377.6

2009-I................................ 422.0 197.1 382.6

2009-II .............................. 421.8 194.4 382.0

2009-III ............................. 433.6 197.7 392.5

2009-IV............................. 430.2 192.6 388.9

2010-I................................ 436.7 191.7 394.2

2010-II .............................. 435.2 188.7 392.6

2010-III ............................. 446.7 192.1 402.8

2010-IV............................. 442.8 187.3 398.9

2011-I................................ 448.7 186.2 403.7

2011-II............................... 446.6 182.7 401.4

2011-III ............................. 457.6 185.4 411.0

2011-IV............................. 453.0 180.2 406.4

2012-I................................ 458.0 178.3 410.3

2012-II .............................. 455.2 175.2 407.6

2012-III ............................. 465.6 177.9 416.8

2012-IV............................. 459.8 172.6 411.3

2013-I................................ 464.3 170.6 414.8

2013-II .............................. 460.6 167.4 411.3

2013-III ............................. 470.4 169.9 420.1

2013-IV............................. 463.9 164.5 413.9

2014-I................................ 468.0 162.2 417.1

2014-II .............................. 463.5 158.9 413.0

2014-III ............................. 472.6 160.9 421.1

2014-IV............................. 465.4 155.5 414.3

1 Represents assets at beginning of period, plus January advance tax transfers (1984-90), as a percentage of disbursements during the following 12-month period.
TF Income & Outgo

255

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 2005 Trustees Report intermediate set of assumptions. See tables V.A14 and V.B14 for low cost and high cost alternatives, respectively.

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

(Calendar years 1980-2014)

[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...................... 9.07 9.33 -0.26 1.13 1.38 -0.25 10.21 10.71 -0.50

1981...................... 9.44 9.96 -.52 1.31 1.39 -.08 10.76 11.35 -.59

1982...................... 9.19 10.59 -1.40 1.66 1.34 .32 10.85 11.93 -1.08

1983...................... 9.91 10.26 -.35 1.33 1.22 .11 11.24 11.48 -.24

1984...................... 10.58 10.06 .52 1.01 1.15 -.14 11.59 11.21 .38

1985...................... 10.71 9.92 .79 1.07 1.13 -.06 11.79 11.05 .73

1986...................... 10.59 9.81 .77 1.01 1.11 -.10 11.60 10.93 .67

1987...................... 10.57 9.60 .97 1.00 1.10 -.10 11.56 10.69 .87

1988...................... 11.22 9.57 1.65 1.06 1.08 -.01 12.28 10.65 1.64

1989...................... 11.17 9.51 1.66 1.06 1.06 .00 12.23 10.57 1.66

1990...................... 11.32 9.66 1.66 1.17 1.09 .09 12.49 10.74 1.75

1991...................... 11.44 10.15 1.29 1.21 1.18 .03 12.65 11.33 1.32

1992...................... 11.43 10.27 1.16 1.21 1.27 -.06 12.64 11.54 1.10

1993...................... 11.40 10.37 1.03 1.21 1.35 -.14 12.61 11.73 .88

1994...................... 10.70 10.22 .48 1.89 1.40 .49 12.59 11.62 .97

1995...................... 10.70 10.22 .48 1.88 1.44 .44 12.59 11.67 .92

1996...................... 10.73 10.06 .68 1.89 1.48 .41 12.62 11.53 1.09

1997...................... 10.93 9.83 1.09 1.71 1.44 .28 12.64 11.27 1.37

1998...................... 10.96 9.45 1.51 1.72 1.42 .30 12.68 10.87 1.80

1999...................... 10.99 9.10 1.90 1.72 1.42 .30 12.71 10.51 2.20

2000...................... 10.89 8.98 1.91 1.80 1.42 .37 12.69 10.40 2.29

2001...................... 10.89 9.08 1.80 1.82 1.48 .34 12.71 10.56 2.15

2002...................... 10.92 9.31 1.60 1.82 1.61 .22 12.74 10.92 1.82

2003...................... 10.89 9.36 1.53 1.82 1.69 .14 12.71 11.05 1.66

2004...................... 10.92 9.35 1.57 1.82 1.79 .03 12.75 11.15 1.60

2005...................... 10.90 9.31 1.59 1.82 1.83 1/ 12.72 11.13 1.59

2006...................... 10.90 9.16 1.75 1.82 1.84 -.01 12.73 11.00 1.73

2007...................... 10.92 9.09 1.83 1.83 1.86 -.03 12.74 10.95 1.79

2008...................... 10.95 9.10 1.86 1.83 1.89 -.06 12.78 10.99 1.80

2009...................... 10.94 9.18 1.76 1.83 1.95 -.12 12.77 11.13 1.65

2010...................... 10.96 9.30 1.66 1.83 1.95 -.12 12.79 11.25 1.54

2011...................... 11.01 9.47 1.54 1.84 1.96 -.12 12.84 11.42 1.42

2012...................... 11.03 9.68 1.36 1.84 1.99 -.15 12.87 11.67 1.20

2013...................... 11.06 9.92 1.14 1.84 2.01 -.17 12.90 11.93 .97

2014...................... 11.07 10.18 .89 1.84 2.03 -.19 12.92 12.21 .71

1 Between -0.005 and 0.005 percent of taxable payroll.
TF Income & Outgo

256

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

Figure 5.—Income of the Combined OASI and DI 

Trust Funds, Calendar Year 2004

[In billions]

Figure 7.—Assets of the Combined OASI and DI 

Trust Funds, as of December 31, 2004

[In billions]

Interest

$89.0

(13.5%)

Taxation of benefits

$15.7

(2.4%)

Payroll tax

$552.3

(84.1%)

OASI

$1,500.6

(89.0%)

DI

$186.2

(11.0%)

Figure 6.—Outgo of the Combined OASI and DI

Trust Funds, Calendar Year 2004

[In billions]

Figure 8.—Trust Fund Ratios of the OASI and DI 

Trust Funds, Calendar Years 1980-2014

[In percent]

Benefit payments

$493.3

(98.3%)

Railroad transfers

$3.8

(0.8%)

Administrative expenses

$4.5

(0.9%)

0

50

100

150

200

250

300

350

400

450

500

1980 1985 1990 1995 2000 2005 2010 2015

Beginning of calendar year

OASI

DI

Historical Estimated
Low Cost

257

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. The level of economic activity is assumed to be higher

than the intermediate projection. Specifically, the annual percentage change in the total U.S. economy productivity

declines at a slower pace than under the intermediate

assumptions, reaching 1.9 percent in 2014. The annual percent increase in covered wages is lower than the intermediate

set beginning in 2006, reaching a level of 3.4 percent by the

end of the short-range period. The ultimate level of CPI is a

full percentage point lower under low cost resulting in a realwage differential of 1.6 percent by the end of the period.

Table V.A2 presents the low cost additional economic factors, which show a better employment picture than the intermediate assumptions. Specifically, the average annual

change in real GDP declines from an estimated 4.4 percent

in 2004 to 2.7 percent in 2014, while under the intermediate

assumptions, it declines to 2.1 percent in the same period.

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.

Automatically Adjusted Program Amounts

Tables V.A4 and V.A5 show the automatically adjusted program amounts. Compared to the intermediate projection,

benefit increases are lower throughout the short-range period

(by a full percentage point from 2008 and on), due to lower

rates of inflation. Increases in the average wages used for

Social Security indexing purposes are lower throughout the

short-range period. 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

2006 is roughly the same as the increase in the average wage

index for 2004—3.2 percent.

Demographic Assumptions

Table V.A6 shows low cost demographic assumptions. By

2014, the fertility rate of 2.10 is higher than the rate of 1.99

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 males and

6 months shorter for females by 2014. Immigration is estimated to be higher by 400,000 annually under low cost

assumptions.

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 0.7 percent more of

the population is working in covered employment by 2014.

Insured rates are about the same as under the intermediate

set. Disability incidence rates are lower and termination rates

are higher.

Benefit Payments

The numbers of OASI and DI beneficiaries and benefit payments are projected by methods identical to those described

in section III. Tables V.A8 and V.A9 summarize the number

of beneficiaries and benefit payments based on low cost

assumptions.

The total number of OASDI beneficiaries is nearly 1.2 million lower by the end of 2014, compared to the intermediate

projection. The estimated number of retired workers is less

because of higher assumed mortality rates. The number of

disabled workers is less because of lower incidence rates and

higher termination rates under low cost assumptions.

Lower benefit amounts are also predicted under low cost

assumptions, due to lower inflation and wage growth. Fewer

beneficiaries combined with lower benefits result in lower

total benefit payments—roughly $798 billion in 2014 for the

combined OASI and DI Trust Funds, compared to $875 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 $4.2 trillion combined by the end of 2014, compared to $4.0 trillion based on

intermediate assumptions.
Alternative Assumptions

258

Table V.A13 shows the status of the trust funds as measured

by trust fund ratios. OASI and DI trust fund ratios reach 523

and 267 percent, respectively, by the beginning of 2014,

compared to 468 and 162 percent under 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—1.65 percent of taxable payroll by

2014 for the OASDI program, compared to 0.71 percent

under intermediate projections.
Low Cost

259

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

V.A1.—Principal Economic Assumptions

(Low cost alternative, calendar years 2005-14)

Calendar year

Annual percentage change in--

Productivity:

Total U.S.

economy1

1 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

compensation2

2 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 worked3

3 Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.

GDP

price index4

4 The GDP price index measures the prices paid for goods and services produced by the U.S. economy.

Annual average

wage in covered

employment5

5 Total wages per worker in employment covered by the OASDI program.

Consumer

Price Index6

6 The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

Real-wage

differential7

7 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.

2005......................... 2.1 -0.4 -0.1 1.5 4.2 2.0 2.2

2006......................... 2.2 0.0 0.1 1.4 4.1 1.7 2.4

2007......................... 2.2 0.0 0.1 1.5 4.1 1.8 2.3

2008......................... 2.2 0.0 0.1 1.5 3.9 1.8 2.1

2009......................... 2.1 0.0 0.1 1.5 3.7 1.8 1.9

2010......................... 2.0 -0.1 0.1 1.5 3.7 1.8 1.9

2011......................... 2.0 -0.1 0.1 1.5 3.6 1.8 1.8

2012......................... 1.9 -0.1 0.1 1.5 3.7 1.8 1.9

2013......................... 1.9 -0.1 0.1 1.5 3.5 1.8 1.7

2014......................... 1.9 -0.1 0.1 1.5 3.4 1.8 1.6

V.A2.—Additional Economic Factors

(Low cost alternative, calendar years 2005-14)

Calendar year

Average annual percentage change in--

Average annual

unemployment

rate1

(percent)

1 Civilian.

Labor force1 Total employment2

2 Civilian employment plus U.S. Armed Forces.

Real GDP3

3 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.

Average annual

interest rate4

(percent)

4 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.

2005 ......................... 5.3 1.6 1.8 3.9 4.2

2006 ......................... 5.3 1.4 1.5 3.8 4.9

2007 ......................... 5.2 1.2 1.3 3.6 5.1

2008 ......................... 5.1 1.1 1.2 3.5 5.2

2009 ......................... 4.9 1.0 1.1 3.4 5.3

2010 ......................... 4.8 1.0 1.1 3.3 5.4

2011 ......................... 4.7 1.0 1.1 3.2 5.4

2012 ......................... 4.6 0.8 0.9 3.0 5.5

2013 ......................... 4.5 0.7 0.8 2.8 5.5

2014 ......................... 4.5 0.7 0.7 2.7 5.5
Alternative Assumptions

260

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 2005 Trustees Report low cost set of assumptions.

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 2005 Trustees Report low cost set of assumptions.

Source: Figures based on average amount of total wages.

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

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

(Low cost alternative, calendar years 2005-14)

Calendar

year January February March April May June July August September October November December

Average

nominal

rate

OASDI

effective

rate

2005 ........ 4.125 4.000 4.000 3.750 3.875 4.000 4.125 4.250 4.375 4.500 4.625 4.625 4.188 5.449

2006 ........ 4.750 4.750 4.750 4.875 4.875 4.875 4.875 5.000 5.000 5.000 5.000 5.000 4.896 5.294

2007 ........ 5.000 5.000 5.000 5.000 5.000 5.125 5.125 5.125 5.125 5.125 5.125 5.125 5.073 5.238

2008 ........ 5.125 5.125 5.125 5.125 5.125 5.125 5.125 5.250 5.250 5.250 5.250 5.250 5.177 5.214

2009 ........ 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.250 5.205

2010 ........ 5.250 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.375 5.365 5.215

2011 ........ 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 5.235

2012 ........ 5.375 5.375 5.375 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.500 5.469 5.261

2013 ........ 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 5.301

2014 ........ 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 5.337

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 2005-14)

Year

OASDI

benefit increase1

(percent)

1 Effective with benefits payable for December in each year.

Average wage2

2 Average wages used for Social Security indexing purposes.

Increase in average

wage index3

(percent)

3 Increase in the average wage index over the prior year.

OASDI

contribution and

benefit base 4

4 See Glossary for definition of “Annual maximum taxable limit”.

Retirement earnings test exempt amounts

Under normal

retirement age5

5 See Glossary for definition of “Normal retirement age—NRA”.

Normal

retirement age 6

6 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. 

2005..................................... 1.8 $36,563.32 7 4.1

7 Based on estimated average wage index of $35,157.10 for 2004.

$90,000 $12,000 $31,800

2006..................................... 1.8 38,029.05 4.0 92,700 12,360 32,760

2007..................................... 1.8 39,563.07 4.0 96,600 12,840 34,080

2008..................................... 1.8 41,062.34 3.8 100,500 13,320 35,520

2009..................................... 1.8 42,565.55 3.7 104,400 13,920 36,960

2010..................................... 1.8 44,101.67 3.6 108,600 14,400 38,280

2011..................................... 1.8 45,678.34 3.6 112,500 14,880 39,720

2012..................................... 1.8 47,325.89 3.6 116,400 15,480 41,160

2013..................................... 1.8 48,954.25 3.4 120,600 15,960 42,600

2014..................................... 1.8 50,604.20 3.4 125,100 16,560 44,160

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

(Low cost alternative, calendar years 2005-14)

Year

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

for a quarter

of coverage1

1 See Glossary for a description of quarter-of-coverage requirements prior to 1978.

“Old-law”

contribution and

benefit base2

2 Contribution and benefit base that would have been determined automatically under the law in effect prior to enactment of the Social Security Amendments of 1977. 

First Second First Second Third

2005 ......................... $627 $3,779 $801 $1,156 $1,508 $920 $66,900

2006 ......................... 647 3,898 826 1,193 1,556 950 69,000

2007 ......................... 673 4,057 860 1,241 1,619 990 71,700

2008 ......................... 700 4,219 894 1,291 1,684 1,030 74,700

2009 ......................... 728 4,389 930 1,343 1,752 1,070 77,700

2010 ......................... 756 4,556 966 1,394 1,818 1,110 80,700

2011 ......................... 783 4,723 1,001 1,445 1,885 1,150 83,400

2012 ......................... 812 4,893 1,037 1,497 1,953 1,190 86,400

2013 ......................... 841 5,068 1,074 1,551 2,022 1,240 89,700

2014 ......................... 871 5,251 1,113 1,607 2,095 1,280 93,000
Low Cost

261

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

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 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 2005 Trustees Report low cost set of assumptions.

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

(Low cost alternative, calendar years 2005-14)

Year

Total

fertility rate 1

1 The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or

assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2029.

Age-sexadjusted

death rate 2

(per 100,000)

2 The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 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 3

3 The period life expectancy for any year is the average number of years of life remaining for a group of persons if that group were to experience the death rates by age observed in,

or assumed for, the selected year.

Net immigration

At birth At age 65

Male Female Male Female Legal Other

2005............................... 2.05 859.9 74.7 79.6 16.2 19.0 720,000 550,000

2006............................... 2.05 861.0 74.7 79.5 16.2 18.9 720,000 550,000

2007............................... 2.06 861.2 74.8 79.5 16.2 18.9 850,000 550,000

2008............................... 2.07 860.8 74.8 79.5 16.2 18.9 850,000 550,000

2009............................... 2.07 859.9 74.9 79.6 16.3 18.9 850,000 550,000

2010............................... 2.08 858.5 75.0 79.6 16.3 18.9 850,000 550,000

2011............................... 2.09 856.7 75.0 79.6 16.3 18.9 850,000 550,000

2012............................... 2.09 854.6 75.1 79.6 16.3 18.9 850,000 550,000

2013............................... 2.10 852.3 75.1 79.7 16.4 18.9 850,000 550,000

2014............................... 2.10 849.8 75.2 79.7 16.4 18.9 850,000 550,000

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

(Low cost alternative, calendar years 2005-14)

Year

Insured status

Coverage rate1

(percent)

1 The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year.

Fully 2

(percent)

2 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.

Disability3

(percent)

3 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 rate4

(per thousand)

4 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 2000.

Disability

termination rate5

(percent)

5 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.

2005 ..................................... 66.13 82.48 72.48 4.87 77.27

2006 .................................... 66.35 82.99 72.47 4.61 77.76

2007 .................................... 66.32 83.49 72.45 4.50 78.86

2008 .................................... 66.39 84.03 72.49 4.54 81.43

2009 .................................... 66.46 84.58 72.56 4.65 89.60

2010 .................................... 66.51 85.11 72.60 4.51 89.20

2011..................................... 66.55 85.61 72.65 4.32 86.82

2012 .................................... 66.45 86.12 72.72 4.24 92.04

2013 .................................... 66.31 86.60 72.79 4.21 95.76

2014 .................................... 66.14 87.05 72.86 4.15 95.16
Alternative Assumptions

262

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 2005 Trustees Report low cost set of assumptions.

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

(Low cost alternative, end of calendar half years 2005-14)

[In thousands]

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

2005-II....... 47,945.6 33,187.2 30,151.3 2,547.7 488.2 6,690.9 1,913.5 178.4 4,387.4 211.6 8,067.6 6,315.1 153.7 1,598.7 1/

1 Fewer than 50.

2005-IV ..... 48,254.7 33,420.1 30,394.6 2,538.1 487.5 6,658.8 1,906.6 179.9 4,359.9 212.4 8,175.8 6,425.3 153.8 1,596.7 ...

2006-II....... 48,554.7 33,654.3 30,641.4 2,520.6 492.3 6,625.4 1,915.7 174.8 4,321.4 213.5 8,275.0 6,524.5 154.7 1,595.8 ...

2006-IV ..... 48,899.5 33,940.7 30,935.8 2,514.6 490.3 6,597.9 1,905.7 176.5 4,301.1 214.5 8,360.9 6,617.6 154.8 1,588.5 ...

2007-II....... 49,250.2 34,228.6 31,234.5 2,499.4 494.6 6,571.0 1,912.8 171.8 4,270.9 215.5 8,450.7 6,705.5 156.2 1,589.0 ...

2007-IV ..... 49,658.1 34,581.8 31,594.3 2,495.4 492.1 6,549.6 1,900.8 173.7 4,258.6 216.4 8,526.7 6,787.5 156.7 1,582.5 ...

2008-II....... 50,059.2 34,917.3 31,937.4 2,484.1 495.8 6,526.7 1,906.8 169.3 4,233.2 217.5 8,615.1 6,870.5 159.1 1,585.5 ...

2008-IV ..... 50,544.9 35,347.2 32,370.6 2,484.0 492.6 6,509.0 1,893.6 171.5 4,225.4 218.6 8,688.7 6,947.6 160.4 1,580.7 ...

2009-II....... 51,003.4 35,746.1 32,772.4 2,477.4 496.3 6,489.6 1,900.7 167.2 4,201.7 220.1 8,767.6 7,013.0 164.0 1,590.7 ...

2009-IV ..... 51,581.5 36,276.2 33,301.3 2,481.8 493.0 6,475.1 1,888.7 169.4 4,195.4 221.5 8,830.3 7,072.5 166.3 1,591.4 ...

2010-II....... 52,043.4 36,689.9 33,716.2 2,476.9 496.9 6,458.5 1,897.2 165.4 4,172.4 223.5 8,894.9 7,131.0 168.6 1,595.2 ...

2010-IV ..... 52,667.3 37,276.0 34,299.4 2,482.9 493.7 6,446.6 1,886.6 167.9 4,166.6 225.5 8,944.6 7,183.9 169.9 1,590.9 ...

2011-II....... 53,141.4 37,709.7 34,733.4 2,478.5 497.9 6,431.9 1,896.6 164.1 4,146.1 224.9 8,999.8 7,237.3 171.0 1,591.5 ...

2011-IV ..... 53,807.0 38,344.5 35,364.4 2,485.0 495.1 6,421.5 1,887.8 166.8 4,142.6 224.3 9,041.0 7,285.2 171.3 1,584.5 ...

2012-II....... 54,326.1 38,843.2 35,862.1 2,481.7 499.3 6,411.7 1,899.3 163.2 4,126.3 223.0 9,071.2 7,313.4 172.1 1,585.7 ...

2012-IV ..... 55,061.1 39,567.4 36,581.3 2,489.5 496.6 6,406.3 1,891.9 166.0 4,126.7 221.6 9,087.4 7,336.6 172.0 1,578.8 ...

2013-II....... 55,599.1 40,095.3 37,108.2 2,486.0 501.1 6,399.5 1,904.9 162.6 4,112.3 219.7 9,104.3 7,351.5 172.6 1,580.2 ...

2013-IV ..... 56,385.5 40,881.3 37,889.0 2,493.6 498.7 6,397.0 1,899.0 165.6 4,114.7 217.7 9,107.2 7,361.6 172.4 1,573.1 ...

2014-II....... 56,933.9 41,414.3 38,421.1 2,489.8 503.4 6,394.7 1,913.9 162.3 4,102.1 216.3 9,124.9 7,376.9 172.9 1,575.1 ...

2014-IV ..... 57,755.4 42,230.4 39,232.1 2,497.0 501.3 6,396.6 1,910.0 165.5 4,106.2 215.0 9,128.4 7,387.4 172.6 1,568.4 ...
Low Cost

263

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 2005 Trustees Report low cost set of assumptions.

V.A9.—Summary of OASDI Benefit Payments

(Low cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

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

2005-I ....... $128,029.9 $85,087.7 $79,263.8 $5,823.9 $22,427.1 $3,739.3 $384.6 $17,903.5 $399.6 $20,458.4 $18,747.7 $1,710.8 1 /

1 Less than $50,000.

$56.6

2005-II ...... 128,654.9 85,507.5 79,658.7 5,848.8 22,569.8 3,787.8 382.3 17,993.4 406.3 20,524.3 18,803.9 1,720.4 1/ 53.3

2005-III..... 129,053.1 85,828.0 79,988.5 5,839.4 22,546.4 3,704.2 388.3 18,048.0 406.0 20,628.5 18,942.2 1,686.4 1/ 50.2

2005-IV..... 130,128.5 86,654.3 80,766.2 5,888.1 22,604.4 3,734.6 391.9 18,074.4 403.4 20,823.3 19,132.8 1,690.5 1/ 46.5

2006-I ....... 132,495.2 88,057.6 82,134.6 5,922.9 23,025.1 3,852.5 387.8 18,371.7 413.1 21,355.6 19,628.9 1,726.7 1/ 57.0

2006-II ...... 133,321.5 88,574.9 82,624.7 5,950.2 23,181.8 3,898.3 385.8 18,477.7 420.0 21,511.2 19,771.7 1,739.5 1/ 53.7

2006-III..... 133,875.5 89,016.6 83,071.7 5,944.9 23,163.2 3,802.8 392.0 18,548.6 419.8 21,645.3 19,940.4 1,704.9 1/ 50.5

2006-IV..... 135,122.2 90,006.5 84,005.4 6,001.2 23,242.9 3,834.3 396.6 18,594.5 417.5 21,825.9 20,114.2 1,711.7 1/ 46.8

2007-I ....... 137,754.0 91,573.7 85,527.2 6,046.5 23,682.3 3,947.2 391.9 18,915.8 427.4 22,440.8 20,676.6 1,764.2 1/ 57.3

2007-II ...... 138,692.3 92,194.0 86,115.5 6,078.5 23,858.7 3,993.2 390.3 19,040.8 434.4 22,585.7 20,806.8 1,778.9 1/ 53.9

2007-III..... 139,345.8 92,733.0 86,657.6 6,075.5 23,852.7 3,890.4 396.8 19,131.4 434.1 22,709.2 20,965.3 1,743.9 1/ 50.7

2007-IV..... 140,767.1 93,884.7 87,745.4 6,139.2 23,954.9 3,922.4 401.9 19,198.7 431.8 22,880.5 21,128.4 1,752.1 1/ 47.1

2008-I ....... 143,589.5 95,575.8 89,389.6 6,186.2 24,424.3 4,036.9 397.3 19,548.1 442.0 23,531.8 21,720.6 1,811.3 1/ 57.5

2008-II ...... 144,661.1 96,305.6 90,081.2 6,224.4 24,621.2 4,084.8 396.1 19,691.0 449.4 23,680.2 21,850.9 1,829.3 1/ 54.2

2008-III..... 145,446.7 96,961.3 90,735.9 6,225.4 24,628.3 3,975.5 403.0 19,800.4 449.4 23,806.2 22,012.5 1,793.7 1/ 51.0

2008-IV..... 147,101.6 98,317.5 92,018.8 6,298.7 24,754.4 4,010.0 408.7 19,888.3 447.3 23,982.4 22,178.3 1,804.2 1/ 47.2

2009-I ....... 150,597.9 100,247.0 93,893.1 6,353.9 25,260.4 4,129.8 404.4 20,267.6 458.6 25,032.8 23,108.7 1,924.1 1/ 57.7

2009-II ...... 151,888.2 101,184.7 94,778.2 6,406.5 25,479.7 4,181.5 403.4 20,428.0 466.8 25,169.4 23,221.4 1,948.1 1/ 54.4

2009-III..... 152,873.6 102,038.5 95,621.6 6,416.9 25,502.1 4,069.1 410.6 20,555.1 467.4 25,281.9 23,369.4 1,912.5 1/ 51.1

2009-IV..... 154,840.9 103,695.9 97,189.3 6,506.6 25,654.1 4,108.3 416.8 20,663.2 465.8 25,443.5 23,516.3 1,927.2 1/ 47.4

2010-I ....... 157,862.0 105,821.9 99,258.6 6,563.4 26,192.7 4,231.9 412.4 21,070.4 478.0 25,789.5 23,840.5 1,948.9 1/ 57.9

2010-II ...... 159,273.5 106,864.6 100,243.9 6,620.7 26,430.7 4,287.5 411.8 21,244.3 487.1 25,923.6 23,952.2 1,971.4 1/ 54.5

2010-III..... 160,399.0 107,849.2 101,214.2 6,635.0 26,465.8 4,173.4 419.6 21,384.4 488.4 26,032.7 24,101.6 1,931.1 1/ 51.3

2010-IV..... 162,657.7 109,756.7 103,022.7 6,734.0 26,638.5 4,217.8 426.5 21,506.7 487.5 26,214.9 24,270.2 1,944.6 1/ 47.6

2011-I........ 166,054.3 112,191.2 105,390.6 6,800.6 27,210.0 4,346.6 422.2 21,941.3 500.0 26,595.0 24,631.8 1,963.2 1/ 58.1

2011-II ...... 167,623.1 113,366.3 106,497.8 6,868.5 27,469.5 4,406.5 422.0 22,134.0 506.9 26,732.6 24,747.2 1,985.4 1/ 54.7

2011-III..... 168,863.4 114,448.7 107,564.0 6,884.8 27,519.5 4,291.1 430.3 22,292.4 505.7 26,843.7 24,900.8 1,942.9 1/ 51.4

2011-IV..... 171,359.0 116,567.6 109,573.2 6,994.4 27,715.4 4,341.1 437.9 22,434.2 502.2 27,028.4 25,072.4 1,956.0 1/ 47.7

2012-I ....... 175,393.4 119,196.3 112,141.3 7,054.9 28,324.2 4,474.6 433.4 22,903.1 513.1 27,814.7 25,781.1 2,033.6 1/ 58.2

2012-II ...... 177,140.4 120,548.8 113,418.8 7,130.1 28,615.1 4,538.6 433.7 23,123.2 519.6 27,921.7 25,864.3 2,057.3 1/ 54.8

2012-III..... 178,546.0 121,801.7 114,652.4 7,149.3 28,690.4 4,421.4 442.4 23,309.1 517.6 28,002.4 25,988.3 2,014.1 1/ 51.6

2012-IV..... 181,330.9 124,203.9 116,934.1 7,269.8 28,922.2 4,476.9 450.7 23,481.3 513.3 28,157.0 26,129.2 2,027.8 1/ 47.8

2013-I ....... 185,538.0 127,080.8 119,750.3 7,330.5 29,576.7 4,614.8 446.0 23,992.1 523.7 28,822.2 26,731.2 2,091.0 1/ 58.4

2013-II ...... 187,415.8 128,550.6 121,139.9 7,410.7 29,895.6 4,683.2 446.6 24,235.7 530.1 28,914.7 26,798.6 2,116.1 1/ 55.0

2013-III..... 188,945.7 129,920.8 122,490.4 7,430.4 29,992.5 4,564.2 455.8 24,445.1 527.4 28,980.7 26,909.3 2,071.4 1/ 51.7

2013-IV..... 192,004.2 132,576.3 125,016.5 7,559.8 30,255.7 4,625.8 464.9 24,642.5 522.5 29,124.3 27,038.6 2,085.7 1/ 48.0

2014-I ....... 196,485.6 135,643.7 128,027.0 7,616.7 30,954.0 4,768.4 460.0 25,192.5 533.0 29,829.4 27,674.6 2,154.8 1/ 58.5

2014-II ...... 198,464.9 137,179.0 129,479.3 7,699.8 31,300.7 4,841.9 461.0 25,457.5 540.3 29,930.1 27,748.9 2,181.3 1/ 55.1

2014-III..... 200,093.2 138,619.5 130,900.9 7,718.6 31,419.3 4,722.3 470.7 25,688.1 538.2 30,002.6 27,867.5 2,135.1 1/ 51.9

2014-IV..... 203,399.1 141,483.0 133,627.4 7,855.6 31,713.2 4,791.0 480.6 25,907.7 533.9 30,154.8 28,004.7 2,150.1 1/ 48.1
Alternative Assumptions

264

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 2005 Trustees Report low cost set of assumptions.

V.A10.—Operations of the OASI Trust Fund

(Low cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently to the trust fund on an estimated basis, with a final adjustment,

including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2005-I........ $125,993.3 $3,642.7 ... ... $105.7 $129,741.4 $107,561.0 $905.7 ... $108,466.8 ... $21,274.6 $1,521,896.7

2005-II ...... 139,199.0 3,428.0 ... ... 41,464.6 184,091.6 108,120.2 563.2 $3,534.5 112,217.9 ... 71,873.7 1,593,770.4

2005-III ..... 119,482.3 3,437.3 ... ... 128.6 123,046.9 108,414.1 772.2 ... 109,186.3 ... 13,860.7 1,607,631.1

2005-IV..... 111,912.3 3,465.2 ... $0.1 41,907.4 157,285.6 109,294.0 756.2 ... 110,050.2 ... 47,235.4 1,654,866.5

2006-I........ 136,837.1 3,741.3 ... ... 332.3 140,911.5 111,128.3 927.0 ... 112,055.3 ... 28,856.2 1,683,722.7

2006-II ...... 149,202.7 3,763.8 ... ... 43,770.7 196,737.5 111,799.0 576.4 3,469.3 115,844.7 ... 80,892.8 1,764,615.5

2006-III ..... 125,554.2 3,778.0 ... ... 284.1 129,616.1 112,218.8 790.3 ... 113,009.2 ... 16,606.9 1,781,222.4

2006-IV..... 118,022.5 3,813.9 ... ... 45,535.5 167,372.4 113,284.7 742.6 ... 114,027.3 ... 53,345.1 1,834,567.6

2007-I........ 144,193.9 4,077.5 ... ... 362.4 148,633.9 115,301.5 910.3 ... 116,211.7 ... 32,422.2 1,866,989.8

2007-II ...... 154,744.4 4,105.6 ... ... 47,828.6 206,679.1 116,094.7 566.0 3,663.2 120,323.9 ... 86,355.2 1,953,345.0

2007-III ..... 132,223.7 4,124.3 ... ... 335.1 136,683.4 116,624.6 776.1 ... 117,400.7 ... 19,282.7 1,972,627.7

2007-IV..... 124,220.1 4,168.5 ... ... 50,097.9 178,487.4 117,874.7 725.5 ... 118,600.2 ... 59,887.3 2,032,515.0

2008-I........ 151,173.7 4,740.4 ... ... 377.1 156,291.4 120,045.4 889.3 ... 120,934.8 ... 35,356.6 2,067,871.6

2008-II ...... 162,296.3 4,776.8 ... ... 52,741.1 219,813.8 120,968.8 553.0 3,637.0 125,158.7 ... 94,655.1 2,162,526.7

2008-III ..... 138,390.1 4,802.8 ... ... 371.3 143,565.1 121,628.2 758.2 ... 122,386.4 ... 21,178.7 2,183,705.4

2008-IV..... 131,384.2 4,861.2 ... ... 55,309.1 191,554.4 123,106.7 718.6 ... 123,825.4 ... 67,729.0 2,251,434.5

2009-I........ 158,000.7 4,725.8 ... ... 394.0 163,120.8 125,552.5 880.9 ... 126,433.4 ... 36,687.4 2,288,121.9

2009-II ...... 169,488.3 4,769.2 ... ... 58,286.3 232,543.4 126,706.1 547.7 3,618.5 130,872.4 ... 101,671.1 2,389,793.0

2009-III ..... 144,382.9 4,802.0 ... ... 383.1 149,568.1 127,579.0 751.0 ... 128,330.0 ... 21,238.2 2,411,031.1

2009-IV..... 139,931.0 4,870.0 ... ... 61,054.2 205,854.2 129,384.5 718.6 ... 130,103.1 ... 75,751.1 2,486,782.2

2010-I........ 163,607.1 5,179.7 ... ... 405.7 169,192.5 132,059.4 880.9 ... 132,940.2 ... 36,252.3 2,523,034.5

2010-II ...... 178,652.0 5,229.9 ... ... 64,288.3 248,171.2 133,336.7 547.7 3,619.1 137,503.4 ... 110,667.8 2,633,702.3

2010-III ..... 153,415.8 5,269.7 ... ... 392.6 159,077.4 134,353.1 750.9 ... 135,104.0 ... 23,973.4 2,657,675.7

2010-IV..... 145,644.5 5,351.2 ... ... 67,675.1 218,671.2 136,429.5 723.1 ... 137,152.6 ... 81,518.7 2,739,194.3

2011-I........ 172,506.3 6,058.7 ... ... 426.4 178,991.1 139,445.8 886.3 ... 140,332.1 ... 38,658.9 2,777,853.3

2011-II....... 187,609.4 6,120.9 ... ... 71,198.7 264,929.5 140,876.9 551.1 3,489.8 144,917.8 ... 120,011.7 2,897,865.0

2011-III ..... 161,533.6 6,169.9 ... ... 404.0 168,106.9 142,006.0 755.6 ... 142,761.6 ... 25,345.3 2,923,210.3

2011-IV ..... 150,116.8 6,270.4 ... ... 74,683.0 231,070.4 144,316.7 730.8 ... 145,047.6 ... 86,022.9 3,009,233.2

2012-I........ 182,517.5 6,688.2 ... ... 439.3 189,645.5 147,564.5 895.9 ... 148,460.4 ... 41,185.1 3,050,418.3

2012-II ...... 195,824.5 6,762.5 ... ... 78,432.2 281,019.8 149,204.3 557.1 3,693.4 153,454.8 ... 127,565.0 3,177,983.4

2012-III ..... 166,927.1 6,822.6 ... ... 418.9 174,168.5 150,529.2 763.8 ... 151,293.0 ... 22,875.5 3,200,858.9

2012-IV..... 156,667.0 6,941.7 ... ... 82,420.2 246,029.0 153,159.1 739.5 ... 153,898.6 ... 92,130.3 3,292,989.2

2013-I........ 189,759.7 7,341.9 ... ... 466.7 197,568.6 156,700.7 906.4 ... 157,607.2 ... 39,961.5 3,332,950.7

2013-II ...... 204,736.2 7,425.6 ... ... 86,400.3 298,560.9 158,486.0 563.6 3,758.5 162,808.0 ... 135,752.8 3,468,703.5

2013-III ..... 173,684.5 7,494.1 ... ... 434.6 181,613.8 159,949.7 772.8 ... 160,722.5 ... 20,891.3 3,489,594.8

2013-IV..... 163,257.1 7,630.7 ... ... 90,581.5 261,469.1 162,864.5 748.8 ... 163,613.3 ... 97,855.8 3,587,450.6

2014-I........ 197,869.8 7,847.9 ... ... 484.8 206,202.7 166,640.4 917.9 ... 167,558.4 ... 38,644.3 3,626,094.9

2014-II ...... 212,376.5 7,936.3 ... ... 94,686.6 314,999.0 168,518.9 570.8 3,857.8 172,947.5 ... 142,051.5 3,768,146.4

2014-III ..... 180,526.7 8,009.6 ... ... 450.9 188,986.4 170,074.6 782.5 ... 170,857.1 ... 18,129.3 3,786,275.7

2014-IV..... 171,184.5 8,158.1 ... ... 98,943.9 278,287.0 173,227.9 758.8 ... 173,986.8 ... 104,300.2 3,890,575.9
Low Cost

265

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 2005 Trustees Report low cost set of assumptions.

V.A11.—Operations of the DI Trust Fund

(Low cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently to the trust fund on an estimated basis, with a final adjustment,

including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2005-I ........ $21,392.8 $294.4 ... ... $20.1 $21,707.5 $20,494.9 $539.6 ... $21,034.4 ... $673.0 $186,890.4

2005-II....... 23,625.8 263.7 ... ... 5,093.0 28,982.7 20,564.6 585.7 $257.1 21,407.3 ... 7,575.4 194,465.8

2005-III...... 20,283.6 265.0 ... ... 23.5 20,572.4 20,621.2 630.0 ... 21,251.3 ... -678.9 193,786.9

2005-IV ..... 19,000.1 267.5 ... ... 5,091.4 24,357.9 20,850.3 519.4 ... 21,369.7 ... 2,988.2 196,775.1

2006-I ........ 23,232.2 295.5 ... ... 49.9 23,577.5 21,385.5 575.6 ... 21,961.1 ... 1,616.4 198,391.5

2006-II....... 25,325.3 297.6 ... ... 5,210.6 30,834.2 21,544.4 624.8 286.9 22,456.0 ... 8,378.2 206,769.7

2006-III...... 21,320.6 299.5 ... ... 25.9 21,645.3 21,681.3 672.2 ... 22,353.5 ... -708.2 206,061.5

2006-IV ..... 20,041.2 302.0 ... ... 5,338.0 25,682.0 21,865.3 505.5 ... 22,370.8 ... 3,311.2 209,372.6

2007-I ........ 24,486.1 325.6 ... ... 54.8 24,866.4 22,483.1 560.2 ... 23,043.3 ... 1,823.1 211,195.8

2007-II....... 26,277.0 327.7 ... ... 5,472.0 32,076.7 22,631.1 608.1 337.9 23,577.0 ... 8,499.7 219,695.5

2007-III...... 22,453.8 329.5 ... ... 30.3 22,813.9 22,757.1 654.2 ... 23,411.3 ... -597.4 219,098.1

2007-IV ..... 21,092.8 331.9 ... ... 5,630.8 27,056.8 22,931.1 534.7 ... 23,465.8 ... 3,591.0 222,689.1

2008-I ........ 25,671.3 388.5 ... ... 57.9 26,117.3 23,584.9 592.6 ... 24,177.6 ... 1,939.8 224,628.8

2008-II....... 27,558.9 390.9 ... ... 5,784.8 33,735.7 23,736.3 643.2 360.6 24,740.1 ... 8,995.6 233,624.4

2008-III...... 23,501.3 393.0 ... ... 49.7 23,943.8 23,865.0 692.0 ... 24,557.1 ... -613.3 233,011.1

2008-IV ..... 22,310.0 395.9 ... ... 5,937.8 28,643.8 24,044.3 564.2 ... 24,608.5 ... 4,035.3 237,046.3

2009-I ........ 26,830.7 399.5 ... ... 65.3 27,294.8 25,097.2 625.3 ... 25,722.5 ... 1,572.3 238,618.6

2009-II....... 28,780.0 401.7 ... ... 6,111.3 35,294.0 25,236.9 678.7 382.4 26,298.0 ... 8,995.9 247,614.5

2009-III...... 24,518.0 403.5 ... ... 57.6 24,979.1 25,352.3 730.1 ... 26,082.4 ... -1,103.3 246,511.2

2009-IV ..... 23,761.6 406.0 ... ... 6,256.6 30,424.6 25,517.0 594.6 ... 26,111.5 ... 4,313.1 250,824.3

2010-I ........ 27,782.3 441.1 ... ... 67.6 28,290.7 25,865.8 659.0 ... 26,524.7 ... 1,766.0 252,590.3

2010-II....... 30,337.1 443.4 ... ... 6,455.3 37,235.7 26,003.1 715.3 400.5 27,118.9 ... 10,116.8 262,707.0

2010-III...... 26,051.9 445.3 ... ... 63.5 26,560.8 26,115.4 769.4 ... 26,884.8 ... -324.0 262,383.0

2010-IV ..... 24,732.0 448.4 ... ... 6,659.0 31,839.4 26,301.1 626.1 ... 26,927.1 ... 4,912.3 267,295.3

2011-I ........ 29,293.1 514.8 ... ... 69.8 29,878.7 26,684.3 693.9 ... 27,378.2 ... 2,500.5 269,795.8

2011-II....... 31,858.4 517.5 ... ... 6,903.4 39,278.9 26,825.1 753.2 411.3 27,989.5 ... 11,289.4 281,085.2

2011-III...... 27,430.9 519.6 ... ... 67.6 28,017.2 26,939.0 810.2 ... 27,749.2 ... 268.0 281,353.2

2011-IV ..... 25,492.0 523.2 ... ... 7,144.8 33,159.9 27,126.6 659.2 ... 27,785.8 ... 5,374.1 286,727.3

2012-I ........ 30,993.0 578.2 ... ... 70.2 31,642.4 27,915.6 730.6 ... 28,646.2 ... 2,996.3 289,723.6

2012-II....... 33,253.8 580.5 ... ... 7,424.8 41,258.3 28,025.7 793.0 417.6 29,236.3 ... 12,022.0 301,745.6

2012-III...... 28,345.0 582.1 ... ... 68.4 28,996.4 28,109.4 853.1 ... 28,962.4 ... 34.1 301,779.7

2012-IV ..... 26,603.5 585.3 ... ... 7,708.1 34,897.4 28,267.1 692.7 ... 28,959.9 ... 5,937.5 307,717.1

2013-I ........ 32,223.2 642.9 ... ... 72.0 32,937.8 28,935.1 767.8 ... 29,702.9 ... 3,234.9 310,952.0

2013-II....... 34,766.3 644.9 ... ... 8,016.3 43,427.2 29,030.7 833.4 413.0 30,277.0 ... 13,150.1 324,102.2

2013-III...... 29,493.3 646.4 ... ... 67.8 30,207.0 29,099.4 896.5 ... 29,995.9 ... 211.1 324,313.2

2013-IV ..... 27,723.7 649.6 ... ... 8,346.9 36,719.5 29,245.8 727.3 ... 29,973.1 ... 6,746.4 331,059.6

2014-I ........ 33,600.4 668.7 ... ... 71.6 34,341.4 29,953.4 806.1 ... 30,759.6 ... 3,581.8 334,641.4

2014-II....... 36,063.9 671.0 ... ... 8,687.3 45,422.1 30,057.2 875.0 405.0 31,337.2 ... 14,084.9 348,726.3

2014-III...... 30,655.7 672.6 ... ... 66.9 31,395.5 30,132.6 941.3 ... 31,073.8 ... 321.7 349,048.0

2014-IV ..... 29,069.2 676.1 ... ... 9,044.2 38,789.1 30,287.9 763.3 ... 31,051.2 ... 7,737.9 356,785.9
Alternative Assumptions

266

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 2005 Trustees Report low cost set of assumptions.

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

(Low cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in funds

Funds

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently to the trust fund on an estimated basis, with a final adjustment,

including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2005-I........ $147,386.1 $3,937.1 ... ... $125.8 $151,448.9 $128,056.0 $1,445.3 ... $129,501.2 ... $21,947.6 $1,708,787.2

2005-II ...... 162,824.8 3,691.7 ... ... 46,557.7 213,074.3 128,684.8 1,148.9 $3,791.6 133,625.3 ... 79,449.0 1,788,236.2

2005-III ..... 139,765.9 3,702.3 ... ... 152.1 143,619.3 129,035.4 1,402.2 ... 130,437.6 ... 13,181.8 1,801,418.0

2005-IV..... 130,912.4 3,732.7 ... $0.1 46,998.8 181,643.5 130,144.3 1,275.6 ... 131,419.8 ... 50,223.7 1,851,641.6

2006-I........ 160,069.3 4,036.8 ... ... 382.2 164,489.0 132,513.8 1,502.7 ... 134,016.4 ... 30,472.6 1,882,114.2

2006-II ...... 174,528.0 4,061.4 ... ... 48,981.3 227,571.7 133,343.4 1,201.3 3,756.2 138,300.7 ... 89,271.0 1,971,385.2

2006-III ..... 146,874.8 4,077.5 ... ... 310.0 151,261.3 133,900.0 1,462.5 ... 135,362.6 ... 15,898.7 1,987,283.9

2006-IV..... 138,063.7 4,115.9 ... ... 50,873.5 193,054.4 135,150.0 1,248.1 ... 136,398.0 ... 56,656.3 2,043,940.2

2007-I........ 168,680.0 4,403.1 ... ... 417.2 173,500.3 137,784.5 1,470.5 ... 139,255.0 ... 34,245.3 2,078,185.6

2007-II ...... 181,021.4 4,433.3 ... ... 53,300.6 238,755.8 138,725.8 1,174.1 4,001.1 143,900.9 ... 94,854.9 2,173,040.5

2007-III ..... 154,677.5 4,453.8 ... ... 365.4 159,497.3 139,381.8 1,430.2 ... 140,812.0 ... 18,685.3 2,191,725.8

2007-IV..... 145,312.9 4,500.4 ... ... 55,728.7 205,544.2 140,805.8 1,260.2 ... 142,066.0 ... 63,478.2 2,255,204.1

2008-I........ 176,845.0 5,128.9 ... ... 435.0 182,408.7 143,630.4 1,481.9 ... 145,112.4 ... 37,296.4 2,292,500.4

2008-II ...... 189,855.2 5,167.7 ... ... 58,525.9 253,549.6 144,705.0 1,196.2 3,997.7 149,898.9 ... 103,650.7 2,396,151.1

2008-III ..... 161,891.4 5,195.8 ... ... 421.0 167,508.9 145,493.2 1,450.1 ... 146,943.5 ... 20,565.4 2,416,716.5

2008-IV..... 153,694.2 5,257.1 ... ... 61,246.9 220,198.2 147,151.1 1,282.8 ... 148,433.9 ... 71,764.3 2,488,480.8

2009-I........ 184,831.4 5,125.3 ... ... 459.3 190,415.6 150,649.7 1,506.2 ... 152,155.9 ... 38,259.7 2,526,740.5

2009-II ...... 198,268.3 5,170.9 ... ... 64,397.6 267,837.4 151,943.0 1,226.5 4,000.9 157,170.4 ... 110,667.0 2,637,407.5

2009-III ..... 168,900.9 5,205.5 ... ... 440.7 174,547.2 152,931.3 1,481.1 ... 154,412.4 ... 20,134.8 2,657,542.3

2009-IV..... 163,692.6 5,276.0 ... ... 67,310.7 236,278.8 154,901.5 1,313.1 ... 156,214.6 ... 80,064.2 2,737,606.5

2010-I........ 191,389.4 5,620.8 ... ... 473.4 197,483.2 157,925.2 1,539.8 ... 159,464.9 ... 38,018.3 2,775,624.8

2010-II ...... 208,989.1 5,673.3 ... ... 70,743.6 285,406.9 159,339.8 1,263.0 4,019.6 164,622.4 ... 120,784.5 2,896,409.3

2010-III ..... 179,467.7 5,715.0 ... ... 456.1 185,638.2 160,468.5 1,520.4 ... 161,988.8 ... 23,649.4 2,920,058.7

2010-IV..... 170,376.5 5,799.6 ... ... 74,334.1 250,510.6 162,730.6 1,349.1 ... 164,079.7 ... 86,431.0 3,006,489.6

2011-I........ 201,799.4 6,573.5 ... ... 496.2 208,869.7 166,130.1 1,580.2 ... 167,710.3 ... 41,159.4 3,047,649.1

2011-II....... 219,467.8 6,638.4 ... ... 78,102.1 304,208.4 167,702.0 1,304.3 3,901.1 172,907.3 ... 131,301.1 3,178,950.2

2011-III ..... 188,964.5 6,689.5 ... ... 471.6 196,124.1 168,945.1 1,565.8 ... 170,510.8 ... 25,613.3 3,204,563.6

2011-IV ..... 175,608.8 6,793.6 ... ... 81,827.8 264,230.3 171,443.3 1,390.0 ... 172,833.3 ... 91,397.0 3,295,960.5

2012-I........ 213,510.5 7,266.4 ... ... 509.5 221,287.9 175,480.1 1,626.5 ... 177,106.5 ... 44,181.4 3,340,141.9

2012-II ...... 229,078.3 7,343.0 ... ... 85,857.1 322,278.1 177,230.0 1,350.1 4,111.0 182,691.1 ... 139,587.0 3,479,728.9

2012-III ..... 195,272.1 7,404.7 ... ... 487.4 203,164.9 178,638.5 1,616.8 ... 180,255.3 ... 22,909.6 3,502,638.5

2012-IV..... 183,270.5 7,527.0 ... ... 90,128.4 280,926.3 181,426.2 1,432.2 ... 182,858.5 ... 98,067.8 3,600,706.3

2013-I........ 221,982.9 7,984.8 ... ... 538.6 230,506.4 185,635.8 1,674.2 ... 187,310.1 ... 43,196.3 3,643,902.7

2013-II ...... 239,502.5 8,070.5 ... ... 94,416.6 341,988.0 187,516.6 1,397.0 4,171.5 193,085.1 ... 148,903.0 3,792,805.6

2013-III ..... 203,177.8 8,140.5 ... ... 502.4 211,820.8 189,049.1 1,669.3 ... 190,718.4 ... 21,102.4 3,813,908.0

2013-IV..... 190,980.8 8,280.3 ... ... 98,928.4 298,188.6 192,110.3 1,476.1 ... 193,586.4 ... 104,602.2 3,918,510.2

2014-I........ 231,470.2 8,516.6 ... ... 556.5 240,544.1 196,593.8 1,724.0 ... 198,318.0 ... 42,226.1 3,960,736.3

2014-II ...... 248,440.4 8,607.3 ... ... 103,373.9 360,421.1 198,576.1 1,445.8 4,262.8 204,284.7 ... 156,136.4 4,116,872.7

2014-III ..... 211,182.4 8,682.2 ... ... 517.7 220,381.9 200,207.2 1,723.8 ... 201,930.9 ... 18,450.9 4,135,323.7

2014-IV..... 200,253.7 8,834.2 ... ... 107,988.1 317,076.1 203,515.8 1,522.2 ... 205,037.9 ... 112,038.2 4,247,361.9
Low Cost

267

Sources:

• Assets and disbursements shown earlier.

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

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 2005 Trustees Report low cost set of assumptions.

V.A13.—Trust Fund Ratios1 of the OASI, DI, and Combined Trust Funds

(Low cost alternative, calendar quarters 2005-14)

1 Represents assets at beginning of period, plus advance tax transfers (if applicable), as a percentage of disbursements during the following 12-month period

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

2005-I ............................... 341.1 218.9 321.3

2005-II.............................. 343.1 217.3 322.7

2005-III ............................ 356.4 223.4 334.8

2005-IV ............................ 356.5 219.9 334.2

2006-I ............................... 363.8 220.7 340.3

2006-II.............................. 366.7 219.9 342.6

2006-III ............................ 380.7 226.4 355.3

2006-IV ............................ 380.6 223.0 354.6

2007-I ............................... 388.2 223.9 361.1

2007-II.............................. 391.2 223.2 363.4

2007-III ............................ 405.2 229.3 376.0

2007-IV ............................ 405.0 226.0 375.3

2008-I ............................... 412.9 227.0 382.0

2008-II.............................. 415.4 225.5 383.7

2008-III ............................ 429.5 230.9 396.3

2008-IV ............................ 428.6 226.9 394.8

2009-I ............................... 436.5 227.5 401.4

2009-II.............................. 438.1 227.2 402.8

2009-III ............................ 451.9 234.0 415.5

2009-IV ............................ 450.1 231.2 413.8

2010-I ............................... 458.2 233.4 421.1

2010-II.............................. 458.7 233.2 421.6

2010-III ............................ 472.4 240.6 434.4

2010-IV ............................ 470.2 238.4 432.5

2011-I ............................... 478.0 241.0 439.6

2011-II.............................. 478.0 240.5 439.5

2011-III............................. 491.4 247.8 452.1

2011-IV ............................ 488.6 245.4 449.5

2012-I ............................... 495.7 247.6 455.9

2012-II.............................. 495.0 247.9 455.6

2012-III ............................ 508.0 255.9 468.0

2012-IV ............................ 504.0 253.7 464.6

2013-I ............................... 510.7 256.5 470.9

2013-II.............................. 509.1 257.0 469.8

2013-III ............................ 521.7 265.5 482.0

2013-IV ............................ 517.0 263.4 477.9

2014-I ............................... 523.4 266.5 484.0

2014-II.............................. 521.0 267.0 482.3

2014-III ............................ 533.2 275.7 494.1

2014-IV ............................ 527.6 273.5 489.3

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

(Low cost alternative, calendar years 2005-14)

[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

2005......................... 10.90 9.29 1.61 1.82 1.80 0.03 12.72 11.08 1.63

2006......................... 10.90 9.12 1.79 1.82 1.79 .04 12.73 10.90 1.82

2007......................... 10.91 9.00 1.91 1.83 1.78 .04 12.74 10.78 1.96

2008......................... 10.95 8.92 2.02 1.83 1.78 .05 12.78 10.70 2.08

2009......................... 10.93 8.91 2.02 1.83 1.80 .03 12.76 10.71 2.05

2010......................... 10.95 8.94 2.00 1.83 1.77 .06 12.78 10.72 2.06

2011......................... 10.99 9.02 1.97 1.83 1.75 .09 12.82 10.77 2.05

2012......................... 11.01 9.15 1.86 1.84 1.75 .09 12.85 10.90 1.95

2013......................... 11.03 9.32 1.71 1.84 1.73 .10 12.87 11.06 1.81

2014......................... 11.04 9.51 1.53 1.84 1.72 .11 12.88 11.24 1.65
Alternative Assumptions

268

B. HIGH COST ASSUMPTIONS

Economic Assumptions

Table V.B1 shows the principal high cost economic assumptions. The level of economic activity is assumed to be higher

than the intermediate projection. A recession is assumed to

begin in the second quarter of 2005 and continues for three

quarters, with recovery in the first quarter of 2006. A second

recession is assumed to occur beginning in the first quarter

of 2008 and continues for four quarters. This is followed by

modest economic growth through the end of the short-range

period. The ultimate annual percentage change in the total

U.S. economy productivity reaches 1.3 percent in 2014. The

annual percent increase in covered wages is higher than the

intermediate set, with the exception of the recession years,

reaching a level of 4.3 percent by the end of the short-range

period. The ultimate level of CPI is a full percentage point

higher under high cost resulting in a real-wage differential of

0.5 percent by the end of the period.

Table V.B2 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 declines from an estimated 4.4 percent

in 2004 to 1.6 percent in 2014, while under the intermediate

assumptions, it declines to 2.1 percent in the same period.

The ultimate unemployment rate is a full percentage point

higher.

Tables V.B3 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 Amounts

Tables V.B4 and V.B5 show the automatically adjusted program amounts. Compared to the intermediate projection,

benefit increases are considerably higher throughout the

short-range period, due to higher rates of inflation. Increases

in the average wages used for Social Security indexing purposes are higher throughout the short-range period. 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 2014 is roughly the same as the

increase in the average wage index for 2012—4.6 percent.

Demographic Assumptions

Table V.B6 shows high cost demographic assumptions. By

2014, the fertility rate of 1.88 is lower than the rate of 1.99

for the intermediate set. Mortality rates are lower under high

cost assumptions, resulting in higher program costs. Life

expectancy at age 65 is about 6 months longer for males and

5 months longer for females by 2014. Immigration is estimated to be lower by 277,500 annually under high cost

assumptions.

Programmatic Assumptions

Table V.B7 shows high cost programmatic assumptions.

Coverage rates are lower under high cost assumptions

because of the higher unemployment rates. About 0.8 percent less of the population is working in covered employment by 2014. Insured rates are about the same as in the

intermediate set. Disability incidence rates are higher and

termination rates are lower.

Benefit Payments

The numbers of OASI and DI beneficiaries and benefit payments are projected by methods identical to those described

in section III. Tables V.B8 and V.B9 summarize the number

of beneficiaries and benefit payments based on high cost

assumptions.

The total number of OASDI beneficiaries is nearly 1.8 million higher by the end of 2014, compared to the intermediate

projection. The estimated number of retired workers is more

because of lower assumed mortality rates. The number of

disabled workers is more because of higher incidence rates

and lower termination rates under high cost assumptions.

Higher benefit amounts are also predicted under high cost

assumptions, due to higher inflation and wage growth. More

beneficiaries combined with higher benefits result in higher

total benefit payments—roughly $1,005 billion in 2014 for

the combined OASI and DI Trust Funds, compared to $875

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.B10-V.B12 show the progress of the OASI, DI, and combined funds. Assets are projected to increase less rapidly

under the high cost assumptions—roughly $3.5 trillion combined by the end of 2014, compared to $4.0 trillion based on

intermediate assumptions.

Table V.B13 shows the status of the trust funds as measured

by trust fund ratios. OASI and DI trust fund ratios reach 392

and 22 percent, respectively, by the beginning of 2014, compared to 468 and 162 percent under intermediate projections.

Table V.B14 shows annual income rates and cost rates for the

trust funds. As expected, lower balances result under the

high cost alternative; -0.55 percent of taxable payroll by

2014 for the OASDI program, compared to 0.71 percent

under intermediate projections.
High Cost

269

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2005 Trustees Report high cost set of assumptions.

Source: Rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.

Note: Estimates based on 2005 Trustees Report high cost set of assumptions.

V.B1.—Principal Economic Assumptions

(High cost alternative, calendar years 2005-14)

Calendar year

Annual percentage change in--

Productivity:

Total U.S.

economy1

1 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

compensation2

2 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 worked3

3 Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.

GDP

price index4

4 The GDP price index measures the prices paid for goods and services produced by the U.S. economy.

Annual average

wage in covered

employment5

5 Total wages per worker in employment covered by the OASDI program.

Consumer

Price Index6

6 The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).

Real-wage

differential7

7 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.

2005......................... 0.5 -0.5 -0.2 2.2 2.5 2.7 -0.2

2006......................... 2.7 -0.1 -0.1 2.2 5.2 2.6 2.6

2007......................... 1.7 -0.1 -0.1 2.5 4.6 2.8 1.8

2008......................... 0.1 -0.2 -0.1 4.1 3.7 4.4 -0.7

2009......................... 1.9 -0.1 -0.1 5.4 6.6 5.7 0.9

2010......................... 2.0 -0.3 -0.1 5.3 7.3 5.6 1.7

2011......................... 1.2 -0.3 -0.1 4.4 5.4 4.7 0.7

2012......................... 1.2 -0.3 -0.1 3.6 4.6 3.9 0.7

2013......................... 1.2 -0.2 -0.1 3.5 4.4 3.8 0.6

2014......................... 1.3 -0.3 -0.1 3.5 4.3 3.8 0.5

V.B2.—Additional Economic Factors

(High cost alternative, calendar years 2005-14)

Calendar year

Average annual percentage change in--

Average annual

unemployment

rate1

(percent)

1 Civilian.

Labor force1 Total employment2

2 Civilian employment plus U.S. Armed Forces.

Real GDP3

3 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.

Average annual

interest rate4

(percent)

4 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.

2005 ......................... 6.4 1.2 0.3 0.6 3.7

2006 ......................... 6.4 1.1 1.1 3.7 5.7

2007 ......................... 6.0 1.1 1.4 3.0 5.8

2008 ......................... 6.5 0.7 0.2 0.2 6.0

2009 ......................... 7.2 0.4 -0.3 1.5 7.9

2010 ......................... 6.6 0.9 1.6 3.5 8.7

2011 ......................... 6.4 0.9 1.1 2.2 7.1

2012 ......................... 6.5 0.6 0.5 1.6 6.2

2013 ......................... 6.5 0.5 0.5 1.6 6.0

2014 ......................... 6.5 0.5 0.5 1.6 6.0
Alternative Assumptions

270

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 2005 Trustees Report high cost set of assumptions.

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 2005 Trustees Report high cost set of assumptions.

Source: Figures based on average amount of total wages.

Note: Estimates based on 2005 Trustees Report high cost set of assumptions.

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

(High cost alternative, calendar years 2005-14)

Calendar

year January February March April May June July August September October November December

Average

nominal

rate

OASDI

effective

rate

2005 ........ 4.000 3.625 3.375 2.500 2.750 3.000 3.250 3.625 4.000 4.500 4.750 4.875 3.688 5.366

2006 ........ 4.875 5.250 5.625 6.500 6.250 6.125 6.000 5.875 5.750 5.500 5.500 5.500 5.729 5.282

2007 ........ 5.500 5.500 5.500 5.250 5.500 5.625 5.750 5.875 6.000 6.125 6.125 6.250 5.750 5.352

2008 ........ 6.375 6.250 6.250 6.125 6.125 6.000 5.875 5.750 5.750 5.500 5.750 5.875 5.969 5.431

2009 ........ 6.000 6.375 6.750 7.125 7.500 7.875 8.250 8.500 8.750 9.250 9.250 9.250 7.906 5.693

2010 ........ 9.500 9.250 9.125 9.000 8.875 8.750 8.625 8.500 8.375 8.250 8.125 7.875 8.688 6.210

2011 ........ 7.750 7.625 7.500 7.375 7.250 7.125 7.000 7.000 6.875 6.750 6.625 6.625 7.125 6.403

2012 ........ 6.500 6.375 6.375 6.250 6.250 6.125 6.125 6.125 6.000 6.000 6.000 6.000 6.177 6.399

2013 ........ 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.384

2014 ........ 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.000 6.387

V.B4.—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 2005-14)

Year

OASDI

benefit increase1

(percent)

1 Effective with benefits payable for December in each year.

Average wage2

2 Average wages used for Social Security indexing purposes.

Increase in average

wage index3

(percent)

3 Increase in the average wage index over the prior year.

OASDI

contribution and

benefit base 4

4 See Glossary for definition of “Annual maximum taxable limit”.

Retirement earnings test exempt amounts

Under normal

retirement age5

5 See Glossary for definition of “Normal retirement age—NRA”.

Normal

retirement age 6

6 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. 

2005 ..................................... 2.6 $35,921.47 7 2.4

7 Based on estimated average wage index of $35,157.10 for 2004.

$90,000 $12,000 $31,800

2006 ..................................... 2.6 37,716.79 5.0 92,700 12,240 32,760

2007 ..................................... 2.9 39,428.35 4.5 94,800 12,600 33,480

2008 ..................................... 4.6 40,860.58 3.6 99,600 13,200 35,160

2009 ..................................... 5.8 43,485.07 6.4 104,100 13,800 36,840

2010 ..................................... 5.5 46,602.64 7.2 108,000 14,280 38,160

2011 ..................................... 4.6 49,154.43 5.5 114,900 15,240 40,560

2012 ..................................... 3.8 51,426.51 4.6 123,000 16,320 43,440

2013 ..................................... 3.8 53,679.36 4.4 129,900 17,280 45,840

2014 ..................................... 3.8 55,992.55 4.3 135,900 18,000 48,000

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

(High cost alternative, calendar years 2005-14)

Year

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

for a quarter

of coverage1

1 See Glossary for a description of quarter-of-coverage requirements prior to 1978.

“Old-law”

contribution and

benefit base2

2 Contribution and benefit base that would have been determined automatically under the law in effect prior to enactment of the Social Security Amendments of 1977. 

First Second First Second Third

2005 ......................... $627 $3,779 $801 $1,156 $1,508 $920 $66,900

2006 ......................... 645 3,891 825 1,190 1,553 950 68,700

2007 ......................... 661 3,985 845 1,219 1,590 970 70,500

2008 ......................... 694 4,185 887 1,280 1,670 1,020 74,100

2009 ......................... 726 4,374 927 1,339 1,746 1,070 77,400

2010 ......................... 752 4,533 961 1,387 1,809 1,110 80,100

2011 ......................... 800 4,825 1,023 1,476 1,925 1,180 85,200

2012 ......................... 858 5,170 1,096 1,582 2,063 1,260 91,500

2013 ......................... 905 5,454 1,156 1,669 2,176 1,330 96,300

2014 ......................... 947 5,706 1,209 1,746 2,277 1,390 100,800
High Cost

271

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.

Note: Estimates based on 2005 Trustees Report high cost set of assumptions.

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 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 2005 Trustees Report high cost set of assumptions.

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

(High cost alternative, calendar years 2005-14)

Year

Total

fertility rate 1

1 The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or

assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2029.

Age-sexadjusted

death rate 2

(per 100,000)

2 The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 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 3

3 The period life expectancy for any year is the average number of years of life remaining for a group of persons if that group were to experience the death rates by age observed in,

or assumed for, the selected year.

Net immigration

At birth At age 65

Male Female Male Female Legal Other

2005............................... 1.99 848.5 74.9 79.7 16.3 19.1 630,000 250,000

2006................................ 1.98 838.6 75.1 79.8 16.4 19.1 560,000 250,000

2007................................ 1.97 828.5 75.3 79.9 16.5 19.2 472,500 250,000

2008................................ 1.96 818.1 75.5 80.1 16.6 19.3 472,500 250,000

2009................................ 1.94 807.6 75.7 80.2 16.7 19.4 472,500 250,000

2010................................ 1.93 796.9 75.9 80.4 16.8 19.5 472,500 250,000

2011................................ 1.92 786.2 76.1 80.5 16.9 19.5 472,500 250,000

2012................................ 1.91 775.4 76.3 80.7 17.1 19.6 472,500 250,000

2013................................ 1.89 764.7 76.5 80.8 17.2 19.7 472,500 250,000

2014................................ 1.88 754.1 76.6 81.0 17.3 19.8 472,500 250,000

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

(High cost alternative, calendar years 2005-14)

Year

Insured status

Coverage rate1

(percent)

1 The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year.

Fully 2

(percent)

2 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.

Disability3

(percent)

3 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 rate4

(per thousand)

4 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 2000.

Disability

termination rate5

(percent)

5 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.

2005...................................... 65.40 82.48 72.55 5.94 70.53

2006..................................... 65.46 82.98 72.61 5.96 70.58

2007..................................... 65.58 83.48 72.70 6.08 71.25

2008..................................... 65.24 84.01 72.84 6.18 73.44

2009..................................... 64.72 84.56 72.98 6.36 81.32

2010..................................... 65.07 85.09 73.09 6.21 81.19

2011..................................... 65.16 85.58 73.19 5.98 79.14

2012..................................... 64.95 86.09 73.32 5.92 84.22

2013..................................... 64.75 86.58 73.46 5.90 87.82

2014..................................... 64.57 87.03 73.58 5.88 87.43
Alternative Assumptions

272

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 2005 Trustees Report high cost set of assumptions.

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

(High cost alternative, end of calendar half years 2005-14)

[In thousands]

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

2005-II....... 48,093.2 33,194.8 30,159.1 2,547.6 488.1 6,691.0 1,913.0 178.3 4,388.1 211.6 8,207.3 6,416.5 157.8 1,633.1 1 /

1 Fewer than 50.

2005-IV ..... 48,537.7 33,433.4 30,408.1 2,538.0 487.3 6,659.0 1,905.7 179.8 4,361.2 212.4 8,445.3 6,625.0 161.3 1,659.0 ...

2006-II....... 49,002.9 33,676.7 30,664.2 2,520.6 491.9 6,625.4 1,913.5 174.5 4,323.9 213.4 8,700.8 6,842.2 166.6 1,692.1 ...

2006-IV ..... 49,502.6 33,971.6 30,967.4 2,514.4 489.8 6,597.8 1,902.2 176.1 4,305.1 214.5 8,933.2 7,049.7 170.3 1,713.2 ...

2007-II....... 50,028.8 34,264.4 31,271.5 2,499.1 493.8 6,569.6 1,907.0 171.1 4,276.2 215.4 9,194.8 7,268.9 176.4 1,749.5 ...

2007-IV ..... 50,602.9 34,624.0 31,638.1 2,494.9 491.0 6,547.0 1,892.6 172.7 4,265.4 216.2 9,431.9 7,478.1 180.8 1,773.0 ...

2008-II....... 51,174.7 34,967.5 31,989.9 2,483.3 494.2 6,522.3 1,895.2 167.9 4,242.0 217.2 9,684.9 7,690.5 187.4 1,806.9 ...

2008-IV ..... 51,822.5 35,406.8 32,433.4 2,482.9 490.5 6,502.9 1,878.8 169.7 4,236.4 218.1 9,912.8 7,892.9 192.2 1,827.7 ...

2009-II....... 52,452.6 35,821.6 32,851.9 2,476.0 493.7 6,481.1 1,881.4 164.9 4,215.5 219.4 10,149.9 8,083.2 199.8 1,866.9 ...

2009-IV ..... 53,193.4 36,368.7 33,398.7 2,480.2 489.8 6,464.3 1,865.1 166.6 4,212.1 220.6 10,360.4 8,263.6 205.4 1,891.5 ...

2010-II....... 53,812.2 36,801.7 33,833.8 2,475.0 492.9 6,444.7 1,867.9 162.0 4,192.5 222.3 10,565.8 8,436.6 210.7 1,918.5 ...

2010-IV ..... 54,588.8 37,411.6 34,441.8 2,480.7 489.1 6,430.1 1,852.1 163.8 4,190.1 224.0 10,747.1 8,600.1 214.3 1,932.6 ...

2011-II....... 55,207.6 37,867.9 34,899.5 2,476.0 492.5 6,411.6 1,855.5 159.4 4,173.6 223.0 10,928.1 8,757.9 217.8 1,952.4 ...

2011-IV ..... 56,017.4 38,532.8 35,561.7 2,482.2 488.9 6,398.0 1,840.5 161.3 4,174.2 222.1 11,086.5 8,906.6 219.7 1,960.1 ...

2012-II....... 56,676.0 39,060.7 36,089.8 2,478.8 492.2 6,383.9 1,844.5 157.0 4,162.2 220.2 11,231.4 9,030.0 222.4 1,979.0 ...

2012-IV ..... 57,552.4 39,823.8 36,848.9 2,486.4 488.6 6,374.7 1,830.1 158.9 4,167.2 218.4 11,353.9 9,145.0 223.7 1,985.2 ...

2013-II....... 58,221.9 40,385.0 37,410.7 2,482.3 492.0 6,363.0 1,834.5 154.8 4,157.8 215.9 11,473.8 9,246.1 225.9 2,001.8 ...

2013-IV ..... 59,146.3 41,218.4 38,240.4 2,489.4 488.6 6,356.3 1,820.8 156.7 4,165.4 213.4 11,571.6 9,339.2 226.8 2,005.5 ...

2014-II....... 59,825.5 41,789.0 38,812.7 2,484.1 492.2 6,348.3 1,826.1 152.8 4,158.1 211.3 11,688.2 9,437.1 228.8 2,022.3 ...

2014-IV ..... 60,788.9 42,661.2 39,682.3 2,490.0 488.9 6,345.4 1,813.6 154.7 4,167.9 209.3 11,782.2 9,527.0 229.5 2,025.7 ...
High Cost

273

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 2005 Trustees Report high cost set of assumptions.

V.B9.—Summary of OASDI Benefit Payments

(High cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period Total

Retired workers and auxiliaries Survivors of deceased workers Disabled workers and auxiliaries

Special

age-72

beneficiaries

Lumpsum

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

2005-I ....... $128,705.3 $85,153.8 $79,326.4 $5,827.4 $22,441.3 $3,746.3 $385.2 $17,908.7 $401.0 $21,054.4 $19,259.0 $1,795.4 1 /

1 Less than $50,000.

$55.9

2005-II ...... 129,753.3 85,606.7 79,750.6 5,856.1 22,588.4 3,794.7 383.1 18,002.6 407.9 21,505.7 19,651.6 1,854.0 1/ 52.6

2005-III..... 130,419.2 85,924.2 80,078.0 5,846.2 22,563.7 3,709.8 389.0 18,057.4 407.5 21,881.8 20,035.9 1,845.9 1/ 49.5

2005-IV..... 131,700.2 86,804.9 80,905.4 5,899.5 22,622.7 3,741.1 392.6 18,084.2 404.8 22,226.7 20,364.3 1,862.4 1/ 45.9

2006-I ....... 135,398.4 88,946.4 82,968.0 5,978.5 23,239.2 3,894.9 391.9 18,533.2 419.2 23,157.1 21,219.9 1,937.3 1/ 55.6

2006-II ...... 136,493.4 89,522.9 83,510.1 6,012.8 23,410.2 3,941.0 390.2 18,652.3 426.7 23,508.0 21,539.3 1,968.6 1/ 52.3

2006-III..... 137,229.9 89,965.6 83,958.4 6,007.2 23,393.5 3,842.7 396.3 18,728.3 426.3 23,821.6 21,883.6 1,938.0 1/ 49.2

2006-IV..... 138,742.3 91,030.0 84,959.8 6,070.3 23,479.0 3,875.5 400.7 18,779.2 423.6 24,187.6 22,228.5 1,959.1 1/ 45.7

2007-I ....... 142,989.2 93,427.0 87,266.7 6,160.3 24,128.3 4,025.2 399.2 19,265.3 438.6 25,378.6 23,306.9 2,071.7 1/ 55.3

2007-II ...... 144,242.5 94,119.6 87,916.7 6,202.9 24,326.5 4,071.2 398.0 19,411.0 446.3 25,744.3 23,637.1 2,107.2 1/ 52.0

2007-III..... 145,083.6 94,642.3 88,443.9 6,198.5 24,323.7 3,963.7 404.2 19,510.1 445.7 26,068.6 23,994.7 2,073.9 1/ 49.0

2007-IV..... 146,799.4 95,871.9 89,601.3 6,270.6 24,433.4 3,996.7 408.9 19,585.2 442.6 26,448.8 24,351.1 2,097.6 1/ 45.4

2008-I ....... 151,710.5 98,771.0 92,391.3 6,379.7 25,200.2 4,161.1 408.4 20,171.1 459.6 27,684.3 25,475.6 2,208.7 1/ 54.9

2008-II ...... 153,118.1 99,592.3 93,159.9 6,432.4 25,424.0 4,207.9 407.6 20,340.5 468.0 28,050.1 25,804.1 2,246.0 1/ 51.7

2008-III..... 154,064.2 100,211.6 93,781.5 6,430.1 25,432.1 4,091.1 414.1 20,459.6 467.3 28,371.8 26,163.8 2,208.0 1/ 48.7

2008-IV..... 156,010.9 101,647.1 95,133.8 6,513.3 25,564.6 4,125.4 419.0 20,556.1 464.1 28,754.1 26,521.6 2,232.5 1/ 45.1

2009-I ....... 164,498.7 106,575.7 99,840.5 6,735.2 26,804.1 4,358.0 424.5 21,532.8 488.7 31,064.3 28,599.0 2,465.3 1/ 54.6

2009-II ...... 166,151.0 107,628.4 100,824.3 6,804.1 27,054.7 4,407.5 423.7 21,725.5 497.9 31,416.5 28,907.3 2,509.2 1/ 51.4

2009-III..... 167,300.3 108,451.1 101,641.4 6,809.7 27,078.4 4,283.1 430.4 21,867.4 497.5 31,722.4 29,254.1 2,468.3 1/ 48.4

2009-IV..... 169,593.4 110,217.8 103,307.0 6,910.9 27,240.0 4,320.9 435.6 21,989.0 494.5 32,090.7 29,593.4 2,497.4 1/ 44.9

2010-I ....... 179,742.7 116,920.6 109,698.3 7,222.4 28,898.5 4,614.0 446.0 23,311.8 526.7 33,869.2 31,245.8 2,623.4 1/ 54.3

2010-II ...... 181,505.3 118,072.7 110,778.4 7,294.3 29,173.9 4,665.9 445.3 23,525.7 536.9 34,207.5 31,543.5 2,664.0 1/ 51.2

2010-III..... 182,779.9 119,026.1 111,725.1 7,301.1 29,210.4 4,533.5 452.3 23,687.7 536.9 34,495.3 31,882.8 2,612.5 1/ 48.1

2010-IV..... 185,396.7 121,078.6 113,666.9 7,411.7 29,396.5 4,574.6 458.0 23,829.7 534.2 34,876.9 32,239.0 2,637.9 1/ 44.6

2011-I........ 196,176.5 128,320.0 120,584.2 7,735.8 31,108.7 4,870.8 467.6 25,203.5 566.8 36,693.8 33,940.7 2,753.1 1/ 54.1

2011-II ...... 198,122.7 129,643.3 121,820.3 7,823.0 31,413.4 4,926.4 467.0 25,445.5 574.5 37,015.1 34,224.2 2,790.8 1/ 50.9

2011-III..... 199,499.0 130,700.7 122,871.0 7,829.8 31,466.7 4,787.3 474.3 25,633.8 571.3 37,283.7 34,551.1 2,732.5 1/ 47.9

2011-IV..... 202,387.9 133,013.6 125,059.7 7,953.9 31,681.6 4,833.1 480.6 25,802.7 565.3 37,648.2 34,893.5 2,754.7 1/ 44.4

2012-I ....... 212,988.4 139,798.8 131,582.5 8,216.2 33,255.3 5,102.0 486.3 27,074.9 592.2 39,880.5 36,938.4 2,942.1 1/ 53.8

2012-II ...... 215,141.1 141,344.9 133,031.5 8,313.4 33,601.3 5,161.6 486.0 27,354.3 599.4 40,144.2 37,163.6 2,980.6 1/ 50.6

2012-III..... 216,692.5 142,600.1 134,278.5 8,321.6 33,684.4 5,016.2 493.7 27,579.5 594.9 40,360.3 37,440.8 2,919.6 1/ 47.6

2012-IV..... 219,936.4 145,269.8 136,810.2 8,459.6 33,943.9 5,067.5 500.5 27,788.3 587.6 40,678.4 37,736.4 2,942.1 1/ 44.2

2013-I ....... 229,549.4 151,575.4 142,909.5 8,665.9 35,377.2 5,307.3 502.3 28,957.9 609.8 42,543.2 39,447.8 3,095.4 1/ 53.5

2013-II ...... 231,829.9 153,243.7 144,475.7 8,768.0 35,759.4 5,370.8 502.4 29,269.7 616.6 42,776.4 39,641.0 3,135.3 1/ 50.4

2013-III..... 233,491.6 154,610.9 145,837.5 8,773.4 35,868.3 5,219.6 510.4 29,527.2 611.1 42,965.0 39,894.2 3,070.8 1/ 47.4

2013-IV..... 237,062.7 157,585.5 148,664.4 8,921.1 36,167.8 5,277.0 517.9 29,770.2 602.6 43,265.4 40,171.3 3,094.1 1/ 44.0

2014-I ....... 247,453.9 164,389.9 155,261.7 9,128.3 37,707.7 5,524.7 519.4 31,038.6 625.0 45,303.0 42,036.1 3,266.9 1/ 53.3

2014-II ...... 249,874.0 166,146.1 156,912.1 9,234.1 38,125.7 5,592.7 519.8 31,380.6 632.7 45,551.9 42,241.8 3,310.2 1/ 50.2

2014-III..... 251,655.9 167,595.5 158,359.4 9,236.1 38,260.3 5,436.5 528.2 31,668.0 627.5 45,752.9 42,510.4 3,242.4 1/ 47.2

2014-IV..... 255,569.4 170,854.7 161,461.2 9,393.5 38,599.5 5,501.1 536.5 31,942.5 619.4 46,071.5 42,803.8 3,267.6 1/ 43.8
Alternative Assumptions

274

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 2005 Trustees Report high cost set of assumptions.

V.B10.—Operations of the OASI Trust Fund

(High cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently to the trust fund on an estimated basis, with a final adjustment,

including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2005-I........ $126,002.3 $3,642.7 ... ... $94.3 $129,739.0 $107,640.6 $905.7 ... $108,546.3 ... $21,192.7 $1,521,814.9

2005-II ...... 139,227.0 3,431.7 ... ... 41,356.6 184,015.3 108,237.3 563.2 $3,534.5 112,335.0 ... 71,680.3 1,593,495.2

2005-III ..... 116,152.3 3,440.9 ... ... 101.7 119,695.5 108,527.0 772.2 ... 109,299.2 ... 10,396.3 1,603,891.5

2005-IV..... 108,502.3 3,470.6 ... $0.1 40,637.3 152,608.9 109,462.3 756.2 ... 110,218.5 ... 42,390.4 1,646,281.9

2006-I........ 131,003.1 3,778.3 ... ... 354.2 135,135.5 112,229.7 927.0 ... 113,156.8 ... 21,978.8 1,668,260.7

2006-II ...... 141,740.7 3,803.3 ... ... 42,552.6 188,097.0 112,973.9 576.4 3,487.6 117,038.0 ... 71,059.0 1,739,319.7

2006-III ..... 122,732.2 3,817.6 ... ... 243.4 126,794.1 113,396.7 790.3 ... 114,187.1 ... 12,607.0 1,751,926.7

2006-IV..... 115,413.1 3,856.2 ... ... 45,461.2 164,730.3 114,543.0 742.6 ... 115,285.5 ... 49,444.8 1,801,371.5

2007-I........ 140,447.5 4,158.8 ... ... 407.5 145,014.3 117,598.4 910.3 ... 118,508.7 ... 26,505.6 1,827,877.0

2007-II ...... 151,092.2 4,190.1 ... ... 47,622.0 202,904.1 118,485.9 566.0 3,707.6 122,759.6 ... 80,144.5 1,908,021.5

2007-III ..... 129,136.5 4,208.4 ... ... 388.3 133,732.6 119,002.8 776.1 ... 119,778.8 ... 13,953.8 1,921,975.3

2007-IV..... 121,039.4 4,255.7 ... ... 50,097.8 175,392.5 120,338.5 725.0 ... 121,063.4 ... 54,329.1 1,976,304.4

2008-I........ 147,888.7 4,897.1 ... ... 467.9 153,252.9 124,013.4 888.7 ... 124,902.2 ... 28,350.7 2,004,655.1

2008-II ...... 158,006.5 4,938.1 ... ... 53,014.5 215,959.7 125,055.3 552.6 3,733.9 129,341.8 ... 86,617.9 2,091,273.0

2008-III ..... 133,438.9 4,962.9 ... ... 308.3 138,710.1 125,679.6 757.6 ... 126,437.2 ... 12,272.9 2,103,545.9

2008-IV..... 125,679.1 5,024.6 ... ... 55,893.2 186,596.8 127,244.0 737.6 ... 127,981.6 ... 58,615.2 2,162,161.1

2009-I........ 152,377.9 5,021.9 ... ... 475.5 157,875.3 133,420.9 904.2 ... 134,325.0 ... 23,550.3 2,185,711.3

2009-II ...... 165,530.2 5,070.9 ... ... 58,832.8 229,433.5 134,720.8 562.2 3,786.2 139,069.3 ... 90,364.2 2,276,075.6

2009-III ..... 142,105.0 5,102.7 ... ... 459.8 147,667.4 135,564.1 770.8 ... 136,335.0 ... 11,332.4 2,287,408.0

2009-IV..... 138,539.4 5,175.0 ... ... 65,729.6 209,443.7 137,488.8 763.3 ... 138,252.1 ... 71,191.5 2,358,599.5

2010-I........ 163,842.8 5,721.0 ... ... 743.3 170,308.4 145,858.7 935.7 ... 146,794.4 ... 23,514.0 2,382,113.5

2010-II ...... 180,210.5 5,776.9 ... ... 71,393.4 257,380.2 147,282.9 581.8 3,907.2 151,771.8 ... 105,608.4 2,487,721.9

2010-III ..... 154,737.4 5,815.6 ... ... 493.7 161,046.3 148,269.7 797.7 ... 149,067.4 ... 11,978.9 2,499,700.7

2010-IV..... 145,965.1 5,903.3 ... ... 77,108.9 228,977.1 150,504.8 782.5 ... 151,287.3 ... 77,689.8 2,577,390.6

2011-I........ 176,281.7 6,928.6 ... ... 218.5 183,429.1 159,466.8 959.2 ... 160,426.0 ... 23,003.1 2,600,393.7

2011-II....... 192,696.3 6,999.2 ... ... 82,235.8 281,930.9 161,091.6 596.4 3,990.1 165,678.1 ... 116,252.9 2,716,646.6

2011-III ..... 165,058.8 7,047.3 ... ... 531.3 172,637.6 162,199.2 817.7 ... 163,016.9 ... 9,620.7 2,726,267.3

2011-IV ..... 152,219.3 7,157.0 ... ... 85,289.5 244,666.5 164,723.2 798.9 ... 165,522.2 ... 79,144.3 2,805,411.6

2012-I........ 188,004.3 7,845.2 ... ... 194.9 196,045.2 173,090.6 979.4 ... 174,069.9 ... 21,975.2 2,827,386.8

2012-II ...... 202,502.4 7,930.7 ... ... 89,464.7 299,897.5 174,979.3 609.0 4,424.3 180,012.6 ... 119,884.9 2,947,271.7

2012-III ..... 172,002.5 7,991.2 ... ... 562.7 180,555.8 176,314.5 834.9 ... 177,149.5 ... 3,406.3 2,950,678.0

2012-IV..... 160,904.7 8,123.8 ... ... 91,823.0 260,851.9 179,240.1 816.0 ... 180,056.1 ... 80,795.8 3,031,473.8

2013-I........ 196,516.8 8,761.0 ... ... 624.4 205,902.4 186,987.5 1,000.3 ... 187,987.7 ... 17,914.7 3,049,388.5

2013-II ...... 212,928.0 8,856.9 ... ... 95,155.5 316,940.5 189,034.7 622.0 4,692.3 194,348.9 ... 122,591.5 3,171,980.0

2013-III ..... 180,284.2 8,925.9 ... ... 603.6 189,812.5 190,507.6 852.7 ... 191,360.4 ... -1,547.9 3,170,432.1

2013-IV..... 169,282.3 9,079.1 ... ... 98,384.3 276,745.5 193,778.2 834.1 ... 194,612.3 ... 82,133.2 3,252,565.3

2014-I........ 206,146.9 9,519.4 ... ... 660.9 216,327.2 202,130.9 1,022.5 ... 203,153.4 ... 13,173.8 3,265,739.1

2014-II ...... 222,251.5 9,621.6 ... ... 101,606.6 333,479.2 204,301.9 635.8 4,954.0 209,891.7 ... 123,587.5 3,389,326.6

2014-III ..... 188,520.9 9,696.0 ... ... 638.0 198,855.0 205,882.7 871.7 ... 206,754.4 ... -7,899.4 3,381,427.1

2014-IV..... 178,565.3 9,865.4 ... ... 104,713.7 293,145.0 209,477.3 853.5 ... 210,330.7 ... 82,814.3 3,464,241.4
High Cost

275

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 2005 Trustees Report high cost set of assumptions.

V.B11.—Operations of the DI Trust Fund

(High cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in fund

Fund

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently to the trust fund on an estimated basis, with a final adjustment,

including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2005-I ........ $21,393.8 $294.4 ... ... $20.0 $21,708.4 $21,090.7 $539.6 ... $21,630.2 ... $78.2 $186,295.6

2005-II....... 23,629.8 276.2 ... ... 5,069.0 28,975.1 21,545.7 585.7 $257.1 22,388.4 ... 6,586.7 192,882.3

2005-III...... 19,717.6 281.1 ... ... 28.8 20,027.8 21,874.2 630.0 ... 22,504.2 ... -2,476.4 190,405.8

2005-IV ..... 18,421.1 285.5 ... ... 4,895.7 23,602.2 22,253.3 519.4 ... 22,772.7 ... 829.6 191,235.4

2006-I ........ 22,241.2 320.5 ... ... 50.0 22,611.5 23,186.5 575.6 ... 23,762.2 ... -1,150.7 190,084.7

2006-II....... 24,058.3 325.3 ... ... 4,909.8 29,294.1 23,540.6 624.8 290.0 24,455.4 ... 4,838.7 194,923.4

2006-III...... 20,840.6 329.6 ... ... 42.8 21,214.5 23,857.0 672.2 ... 24,529.2 ... -3,314.8 191,608.6

2006-IV ..... 19,598.6 334.7 ... ... 4,956.6 24,889.3 24,226.3 505.5 ... 24,731.9 ... 157.4 191,766.1

2007-I ........ 23,849.0 368.2 ... ... 56.7 24,274.8 25,420.1 560.2 ... 25,980.3 ... -1,705.5 190,060.6

2007-II....... 25,657.0 373.5 ... ... 4,922.7 30,953.2 25,788.8 608.1 343.7 26,740.6 ... 4,212.6 194,273.2

2007-III...... 21,928.8 378.3 ... ... 48.1 22,355.3 26,115.6 654.2 ... 26,769.8 ... -4,414.5 189,858.7

2007-IV ..... 20,554.2 383.7 ... ... 4,894.8 25,832.6 26,498.4 534.0 ... 27,032.5 ... -1,199.9 188,658.8

2008-I ........ 25,112.6 457.1 ... ... 48.5 25,618.6 27,736.2 591.9 ... 28,328.2 ... -2,709.6 185,949.2

2008-II....... 26,831.6 463.1 ... ... 4,817.9 32,112.0 28,104.9 642.5 373.5 29,121.0 ... 2,990.9 188,940.1

2008-III...... 22,660.9 468.4 ... ... 52.6 23,181.0 28,429.4 691.1 ... 29,120.5 ... -5,939.6 183,000.6

2008-IV ..... 21,341.1 474.7 ... ... 4,707.8 26,524.5 28,814.6 578.6 ... 29,393.2 ... -2,868.8 180,131.8

2009-I ........ 25,876.1 495.7 ... ... 50.3 26,421.1 31,127.0 641.3 ... 31,768.3 ... -5,347.2 174,784.6

2009-II....... 28,107.6 501.3 ... ... 4,528.0 33,138.4 31,482.2 696.1 405.3 32,583.6 ... 554.8 175,339.4

2009-III...... 24,131.5 506.3 ... ... 60.9 24,698.2 31,791.0 748.8 ... 32,539.8 ... -7,841.7 167,497.7

2009-IV ..... 23,525.6 512.2 ... ... 4,337.8 28,374.9 32,162.3 630.8 ... 32,793.2 ... -4,418.4 163,079.4

2010-I ........ 27,822.3 579.3 ... ... 80.4 28,482.7 33,943.2 699.2 ... 34,642.5 ... -6,159.7 156,919.7

2010-II....... 30,601.5 585.0 ... ... 4,076.0 35,263.1 34,284.7 758.9 439.1 35,482.8 ... -219.7 156,700.0

2010-III...... 26,277.1 590.0 ... ... 76.2 26,942.3 34,575.6 816.4 ... 35,392.0 ... -8,449.8 148,250.2

2010-IV ..... 24,786.4 596.5 ... ... 3,805.5 29,189.2 34,960.6 676.5 ... 35,637.2 ... -6,448.1 141,802.2

2011-I ........ 29,935.5 710.3 ... ... 68.5 30,713.9 36,780.2 749.8 ... 37,530.0 ... -6,816.1 134,986.1

2011-II....... 32,721.5 716.5 ... ... 3,501.6 36,940.0 37,104.7 813.9 478.0 38,396.6 ... -1,456.6 133,529.5

2011-III...... 28,028.7 721.8 ... ... 73.0 28,823.7 37,376.1 875.6 ... 38,251.6 ... -9,427.9 124,101.6

2011-IV ..... 25,849.8 728.8 ... ... 3,155.1 29,732.9 37,743.5 719.4 ... 38,462.9 ... -8,730.0 115,371.6

2012-I ........ 31,925.3 829.0 ... ... 74.7 32,828.8 39,978.0 797.3 ... 40,775.3 ... -7,946.6 107,425.0

2012-II....... 34,387.3 834.6 ... ... 2,743.3 37,964.9 40,244.8 865.5 515.1 41,625.4 ... -3,660.5 103,764.6

2012-III...... 29,208.2 839.1 ... ... 74.1 30,120.2 40,463.8 931.0 ... 41,394.8 ... -11,274.7 92,489.9

2012-IV ..... 27,323.1 845.7 ... ... 2,307.4 30,476.1 40,785.0 763.0 ... 41,548.1 ... -11,072.0 81,417.9

2013-I ........ 33,370.8 948.8 ... ... 57.5 34,377.3 42,652.3 845.6 ... 43,498.0 ... -9,120.7 72,297.2

2013-II....... 36,157.4 954.1 ... ... 1,935.3 39,047.3 42,888.5 917.9 535.2 44,341.6 ... -5,294.3 67,002.9

2013-III...... 30,614.4 958.3 ... ... 71.5 31,643.7 43,079.8 987.4 ... 44,067.2 ... -12,423.5 54,579.4

2013-IV ..... 28,746.1 965.0 ... ... 1,524.0 31,235.0 43,383.0 808.4 ... 44,191.4 ... -12,956.4 41,623.0

2014-I ........ 35,005.3 1,015.6 ... ... 108.6 36,130.2 45,422.7 896.0 ... 46,318.7 ... -10,188.5 31,434.5

2014-II....... 37,739.7 1,021.3 ... ... 997.1 39,759.3 45,674.6 972.6 544.4 47,191.7 ... -7,432.4 24,002.2

2014-III...... 32,013.8 1,025.7 ... ... 123.2 33,161.9 45,878.5 1,046.2 ... 46,924.7 ... -13,762.7 10,239.4

2014-IV ..... 30,322.2 1,032.9 ... ... 281.2 31,636.0 46,200.1 856.4 ... 47,056.4 ... -15,420.4 5 /

5 Under the high cost assumptions the DI Trust Fund is projected to be exhausted at the end of the short-range period.
Alternative Assumptions

276

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 2005 Trustees Report high cost set of assumptions.

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

(High cost alternative, calendar quarters 2005-14)

[In millions]

Calendar

period

Income Disbursements

Interfund

borrowing

transfers

Net

increase

in funds

Funds

at end

of period

Net

contributions

Income

from

taxation

of benefits

Military

service 1

1 Paid from the general fund of the Treasury. Includes payments for costs of noncontributory wage credits for military service performed after 1956. 

Payments

to uninsured

persons2

2 Paid from the general fund of the Treasury. Includes costs of benefits to certain uninsured persons who attained age 72 before 1968.

Net

interest3

3 Net interest includes net profits or losses on marketable investments. Administrative expenses are charged currently to the trust fund on an estimated basis, with a final adjustment,

including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest.

Total

Benefit

payments4

4 Includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Relatively small reductions are made for the

amount of reimbursement for unnegotiated benefit checks.

Administrative

expenses

Transfers

to Railroad

Retirement

program Total

2005-I........ $147,396.1 $3,937.1 ... ... $114.3 $151,447.4 $128,731.2 $1,445.3 ... $130,176.5 ... $21,270.9 $1,708,110.4

2005-II ...... 162,856.8 3,707.9 ... ... 46,425.6 212,990.4 129,782.9 1,148.9 $3,791.6 134,723.4 ... 78,267.0 1,786,377.4

2005-III ..... 135,869.9 3,722.0 ... ... 130.5 139,723.3 130,401.2 1,402.2 ... 131,803.4 ... 7,919.9 1,794,297.3

2005-IV..... 126,923.4 3,756.1 ... $0.1 45,533.0 176,211.2 131,715.6 1,275.6 ... 132,991.2 ... 43,220.0 1,837,517.3

2006-I........ 153,244.3 4,098.8 ... ... 404.2 157,747.0 135,416.3 1,502.7 ... 136,918.9 ... 20,828.0 1,858,345.3

2006-II ...... 165,799.0 4,128.6 ... ... 47,462.4 217,391.1 136,514.5 1,201.3 3,777.6 141,493.3 ... 75,897.7 1,934,243.1

2006-III ..... 143,572.8 4,147.2 ... ... 286.3 148,008.5 137,253.7 1,462.5 ... 138,716.3 ... 9,292.2 1,943,535.3

2006-IV..... 135,011.7 4,190.9 ... ... 50,417.8 189,619.6 138,769.3 1,248.1 ... 140,017.4 ... 49,602.2 1,993,137.6

2007-I........ 164,296.5 4,527.0 ... ... 464.2 169,289.1 143,018.6 1,470.5 ... 144,489.0 ... 24,800.0 2,017,937.6

2007-II ...... 176,749.2 4,563.6 ... ... 52,544.7 233,857.3 144,274.8 1,174.1 4,051.4 149,500.2 ... 84,357.1 2,102,294.7

2007-III ..... 151,065.3 4,586.7 ... ... 436.4 156,087.9 145,118.4 1,430.2 ... 146,548.6 ... 9,539.3 2,111,834.0

2007-IV..... 141,593.6 4,639.4 ... ... 54,992.7 201,225.0 146,836.8 1,259.0 ... 148,095.8 ... 53,129.2 2,164,963.2

2008-I........ 173,001.3 5,354.2 ... ... 516.5 178,871.4 151,749.7 1,480.6 ... 153,230.4 ... 25,641.1 2,190,604.3

2008-II ...... 184,838.1 5,401.2 ... ... 57,832.4 248,071.6 153,160.2 1,195.1 4,107.5 158,462.8 ... 89,608.8 2,280,213.1

2008-III ..... 156,099.8 5,431.3 ... ... 360.9 161,891.1 154,109.0 1,448.7 ... 155,557.8 ... 6,333.3 2,286,546.4

2008-IV..... 147,020.2 5,499.3 ... ... 60,601.0 213,121.3 156,058.5 1,316.3 ... 157,374.8 ... 55,746.4 2,342,292.9

2009-I........ 178,254.0 5,517.6 ... ... 525.8 184,296.4 164,547.9 1,545.5 ... 166,093.3 ... 18,203.1 2,360,495.9

2009-II ...... 193,637.8 5,572.2 ... ... 63,360.8 262,571.9 166,203.0 1,258.3 4,191.5 171,652.9 ... 90,919.0 2,451,415.0

2009-III ..... 166,236.5 5,609.0 ... ... 520.7 172,365.5 167,355.2 1,519.7 ... 168,874.9 ... 3,490.7 2,454,905.7

2009-IV..... 162,065.0 5,687.2 ... ... 70,067.5 237,818.5 169,651.1 1,394.2 ... 171,045.4 ... 66,773.2 2,521,678.8

2010-I........ 191,665.1 6,300.3 ... ... 823.8 198,791.1 179,801.9 1,634.9 ... 181,436.8 ... 17,354.3 2,539,033.1

2010-II ...... 210,812.0 6,361.9 ... ... 75,469.3 292,643.3 181,567.6 1,340.7 4,346.3 187,254.6 ... 105,388.7 2,644,421.8

2010-III ..... 181,014.5 6,405.6 ... ... 570.0 187,988.6 182,845.3 1,614.1 ... 184,459.4 ... 3,529.1 2,647,951.0

2010-IV..... 170,751.5 6,499.8 ... ... 80,914.4 258,166.3 185,465.4 1,459.0 ... 186,924.5 ... 71,241.8 2,719,192.8

2011-I........ 206,217.2 7,638.9 ... ... 287.0 214,143.1 196,247.0 1,709.0 ... 197,956.0 ... 16,187.0 2,735,379.8

2011-II....... 225,417.8 7,715.7 ... ... 85,737.5 318,871.0 198,196.3 1,410.3 4,468.1 204,074.7 ... 114,796.3 2,850,176.1

2011-III ..... 193,087.5 7,769.1 ... ... 604.3 201,461.3 199,575.3 1,693.3 ... 201,268.5 ... 192.8 2,850,368.9

2011-IV ..... 178,069.1 7,885.8 ... ... 88,444.6 274,399.4 202,466.8 1,518.4 ... 203,985.1 ... 70,414.3 2,920,783.2

2012-I........ 219,929.6 8,674.2 ... ... 269.6 228,873.9 213,068.6 1,776.7 ... 214,845.3 ... 14,028.6 2,934,811.9

2012-II ...... 236,889.7 8,765.3 ... ... 92,208.0 337,862.4 215,224.2 1,474.5 4,939.4 221,638.0 ... 116,224.4 3,051,036.3

2012-III ..... 201,210.7 8,830.3 ... ... 636.8 210,676.0 216,778.4 1,766.0 ... 218,544.3 ... -7,868.4 3,043,167.9

2012-IV..... 188,227.8 8,969.5 ... ... 94,130.4 291,327.9 220,025.1 1,579.0 ... 221,604.2 ... 69,723.8 3,112,891.7

2013-I........ 229,887.6 9,709.8 ... ... 682.0 240,279.7 229,639.8 1,845.9 ... 231,485.6 ... 8,794.0 3,121,685.7

2013-II ...... 249,085.4 9,811.0 ... ... 97,090.8 355,987.8 231,923.1 1,539.9 5,227.5 238,690.6 ... 117,297.3 3,238,983.0

2013-III ..... 210,898.6 9,884.2 ... ... 675.0 221,456.2 233,587.4 1,840.2 ... 235,427.6 ... -13,971.4 3,225,011.6

2013-IV..... 198,028.4 10,044.1 ... ... 99,908.3 307,980.4 237,161.1 1,642.6 ... 238,803.7 ... 69,176.7 3,294,188.3

2014-I........ 241,152.2 10,535.0 ... ... 769.5 252,457.4 247,553.5 1,918.5 ... 249,472.1 ... 2,985.3 3,297,173.6

2014-II ...... 259,991.2 10,642.9 ... ... 102,603.7 373,238.5 249,976.5 1,608.4 5,498.5 257,083.4 ... 116,155.1 3,413,328.7

2014-III ..... 220,534.7 10,721.7 ... ... 761.2 232,016.9 251,761.2 1,917.9 ... 253,679.1 ... -21,662.2 3,391,666.6

2014-IV..... 208,887.5 10,898.3 ... ... 104,994.9 324,781.0 255,677.3 1,709.9 ... 257,387.2 ... 67,393.9 3,459,060.4
High Cost

277

Sources:

• Assets and disbursements shown earlier.

• Trust fund ratios computed by addition and division of corresponding figures.

Note: Estimates based on 2005 Trustees Report high cost set of assumptions.

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 2005 Trustees Report high cost set of assumptions.

V.B13.—Trust Fund Ratios1 of the OASI, DI, and Combined Trust Funds

(High cost alternative, calendar quarters 2005-14)

1 Represents assets at beginning of period, plus advance tax transfers (if applicable), as a percentage of disbursements during the following 12-month period.

Calendar period OASI Trust Fund DI Trust Fund

OASI and DI Trust

Funds, combined

2005-I ............................... 340.7 208.5 318.5

2005-II.............................. 342.0 203.8 318.4

2005-III ............................ 354.3 206.3 328.9

2005-IV ............................ 352.8 199.3 326.2

2006-I ............................... 358.1 196.2 329.8

2006-II.............................. 358.8 190.7 329.1

2006-III ............................ 369.5 191.1 337.7

2006-IV ............................ 367.8 183.8 334.8

2007-I ............................... 373.6 180.0 338.6

2007-II.............................. 374.2 174.6 337.8

2007-III ............................ 385.4 174.6 346.7

2007-IV ............................ 383.1 167.1 343.2

2008-I ............................... 388.5 162.7 346.6

2008-II.............................. 386.9 155.7 343.6

2008-III ............................ 396.2 153.8 350.4

2008-IV ............................ 391.2 144.9 344.4

2009-I ............................... 394.6 138.9 345.6

2009-II.............................. 390.0 131.9 340.6

2009-III ............................ 397.1 129.4 345.9

2009-IV ............................ 390.4 121.1 339.0

2010-I ............................... 393.8 115.5 340.7

2010-II.............................. 388.9 108.9 335.6

2010-III ............................ 397.1 106.6 341.9

2010-IV ............................ 390.3 99.0 335.1

2011-I ............................... 393.7 92.9 336.8

2011-II.............................. 389.1 86.6 331.9

2011-III............................. 398.0 83.9 338.6

2011-IV ............................ 391.3 76.5 331.8

2012-I ............................... 394.4 69.8 333.2

2012-II.............................. 389.9 63.9 328.5

2012-III ............................ 398.5 60.8 335.2

2012-IV ............................ 391.5 53.3 328.2

2013-I ............................... 394.6 46.2 329.6

2013-II.............................. 389.2 40.4 324.4

2013-III ............................ 397.0 36.9 330.2

2013-IV ............................ 389.3 29.6 322.8

2014-I ............................... 391.8 22.2 323.7

2014-II.............................. 385.8 16.5 318.0

2014-III ............................ 392.6 12.4 323.0

2014-IV ............................ 384.3 5.2 315.1

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

(High cost alternative, calendar years 2005-14)

[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

2005......................... 10.90 9.53 1.37 1.82 1.93 -0.11 12.73 11.47 1.26

2006......................... 10.91 9.43 1.48 1.83 2.00 -.17 12.74 11.43 1.31

2007......................... 10.93 9.42 1.51 1.83 2.08 -.25 12.76 11.50 1.26

2008......................... 10.97 9.52 1.45 1.83 2.17 -.34 12.81 11.69 1.11

2009......................... 10.96 9.66 1.30 1.84 2.29 -.45 12.79 11.95 .85

2010......................... 10.98 9.82 1.17 1.84 2.31 -.47 12.82 12.13 .69

2011......................... 11.03 10.08 .95 1.84 2.35 -.51 12.88 12.44 .44

2012......................... 11.07 10.40 .67 1.85 2.42 -.57 12.92 12.81 .10

2013......................... 11.10 10.70 .40 1.85 2.45 -.60 12.95 13.15 -.20

2014......................... 11.11 11.03 .08 1.85 2.49 -.64 12.97 13.52 -.55
Alternative Assumptions

278

Assumptions key:

I = Low cost

II = Intermediate

III = High cost

All future estimates based on the

2005 Trustees Report.

Figure 9.—Trust Fund Ratios of the OASI Trust Fund,

by Alternative, Calendar Years 1980-2014

[In percent]

Figure 11.—Trust Fund Ratios of the 

Combined OASI and DI Trust Funds,

by Alternative, Calendar Years 1980-2014

[In percent]

0

50

100

150

200

250

300

350

400

450

500

550

1980 1985 1990 1995 2000 2005 2010 2015

Beginning of calendar year

I

II

III

Historical Estimated

0

50

100

150

200

250

300

350

400

450

500

550

1980 1985 1990 1995 2000 2005 2010 2015

Beginning of calendar year

I

II

III

Historical Estimated

Figure 10.—Trust Fund Ratios of the DI Trust Fund,

by Alternative, Calendar Years 1980-2014

[In percent]

0

50

100

150

200

250

300

350

400

450

500

550

1980 1985 1990 1995 2000 2005 2010 2015

Beginning of calendar year

I

II

III

Historical Estimated
Appendices
.
Appendices

281

A. DETERMINATION OF THE WAGE BASE

The maximum amount of taxable and creditable earnings for Social Security purposes, usually referred to as the wage base, is

determined each year as prescribed by law. Currently, the wage base is determined each year based on legislation enacted

August 15, 1994.

The wage base for a given year is calculated in the preceding year by multiplying the wage base of $60,600 for 1994 by the

following quotient: the national average wage index for the prior year, divided by the national average wage index for 1992.

The result, rounded to the nearest $300, is the new wage base. The wage base can remain the same or increase. In no case, is

the new wage base reduced to an amount below the previous wage base.

The 1994 wage base was $60,600.

The 1992 national average wage index was $22,935.42.

Example:

The wage base for calendar year 2005 was determined in 2004 as follows:

(1994 wage base) x [(2003 average wage index) / (1992 average wage index)]

$60,600.00 x [$34,064.95 / $22,935.42] = $90,006.46

Rounding $90,006.46 to the nearest $300 results in a wage base for 2005 of $90,000.

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 2005 Trustees Report, the

2006 wage base is estimated using the 1994 wage base, the projected 2004 average wage index, and the 1992 average wage

index.
Appendices

282

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 whose entitlement is based on having attained age 60 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, 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

283

C. DISABLED WORKER INCIDENCE AND AWARDS

Awards are tabulated as of calendar age—the integral age attained in the year disability benefits begin. For example, individuals born in 1969 and awarded benefits in 2004 are considered to be age 35 regardless of whether or not they had a birthday.

Note that the year of award may not be the same as the year of disability onset, or even the year in which the individual became

entitled to benefits. Award relates specifically to the time benefits commence.

As it relates to awards, exposure is the estimated amount of time—measured in life-years—that individuals in the insured population are exposed to the incidence of disability. This quantity is estimated by observing the progression of different birth

cohorts through time. For example, consider a period during which insured workers born in 1969 are observed for disability

during 2004, at calendar age 35. Under the assumption that births are uniformly distributed throughout the year, the average

age of the cohort is 341⁄2 on January 1; the average age is 35 on July 1; and the average age is 351⁄2 on December 31. So on

average, the cohort is exposed for 6 months before their birthday—January through June; and 6 months after their birthday—

July through December. This is expressed mathematically by multiplying both the beginning-of-year and end-of-year disability insured population by one-half. An adjustment is then made for the amount of time contributed by beneficiaries already in

force.

Alternatively, award exposure for a given calendar age in a particular year can be defined as the average number of people

insured for disability during the year, who are not already disabled. This can be estimated by subtracting the beginning-of-year

in force population from the average number insured—which is the arithmetic average of the beginning-of-year and end-ofyear insured population. As shown in the following examples, this method is equivalent to calculating exposure using the

“life-years” concept.

Finally, historical incidence rates are computed as awards divided by exposure. For future years, awards are computed by multiplying projected incidence rates by projected exposure.

Disabled Worker Incidence Rate—Male Age 35 in 2004 (1969 Birth Cohort)

• Awards (SSA administrative records): 4,690

• Disability insured on January 1 (average age 341⁄2): 1,897,872

• Disability insured on December 31 (average age 351⁄2): 1,922,354

• In force on January 1: 30,427—assume 12 months of exposure for each

• Award exposure: 1⁄2(1,897,872) + 1⁄2(1,922,354) – 30,427 = 1,879,686 aggregate life-years

• Incidence rate: 4,690 / 1,879,686 = 0.002495 or 2.50 awards per thousand exposed

Disabled Worker Awards—Male Age 45 in 2014 (1969 Birth Cohort)

• Projected incidence rate: 0.004449

• Projected disability insured on January 1 (average age 441⁄2): 1,893,413

• Projected disability insured on December 31 (average age 451⁄2): 1,881,021

• Projected in force on January 1: 69,903

• Projected award exposure: 1⁄2(1,893,413) + 1⁄2(1,881,021) – 69,903 = 1,817,314

• Projected awards: 0.004449 x 1,817,314 = 8,085
Appendices

284

D. DISABLED WORKER ADJUSTED INCIDENCE RATE

Shifts in the age and gender composition of the insured population occur over time. To compare disability incidence rates for

different years, we need to eliminate the distortions caused by these shifts. For this reason, gross incidence rates are adjusted to

provide a measure of the rate at which individuals are being awarded that is independent of demographic shifts. The shortrange model performs the adjustment using direct standardization on 5-year age groups. Sample calculations of gross and ageadjusted incidence rates are presented below.

Gross Rate

The gross incidence rate for a particular year is simply total awards divided by exposure for that year. The following table is

used to calculate the gross incidence rate for male disabled workers for calendar year 2010. Dividing total awards of 457,337

by the year’s exposure of 77,812,114 life-years gives a gross incidence rate of 5.88 awards per thousand exposed.

Age-Adjusted Rate

The age-adjusted incidence rate for a particular year is computed as total “adjusted” awards divided by the exposure for the

standard year. Adjusted awards represent the number that would occur in a particular year if the insured population had the

same age-specific profile as the insured population for the standard year. The following table is used to calculate the ageadjusted incidence rate for male disabled workers for calendar year 2010. Dividing total adjusted awards of 364,672 by 2000

exposure of 71,457,821 life-years gives an age-adjusted incidence rate of 5.10 awards per thousand exposed.

Age

Male disability insured

aggregate years exposed

for calendar year 2010

Projected

male incidence rate

for calendar year 2010

(per thousand)

Male awards

for calendar year 2010

based on 2010 exposure

15-19 1,760,355 0.68 1,190

20-24 7,359,356 1.61 11,878

25-29 8,670,196 1.89 16,378

30-34 8,648,225 2.17 18,758

35-39 8,511,852 2.91 24,778

40-44 9,008,014 3.87 34,843

45-49 9,537,750 5.19 49,520

50-54 9,295,584 8.27 76,828

55-59 7,739,523 13.63 105,451

60-64 5,895,973 17.76 104,683

65-NRA 1,385,286 9.41 13,030

Total 77,812,114 457,337

Age

Male disability insured

aggregate years exposed

for calendar year 2000

Projected

male incidence rate

for calendar year 2010

(per thousand)

Male adjusted awards

for calendar year 2010

based on 2000 exposure

15-19 1,818,859 0.68 1,230

20-24 7,223,108 1.61 11,658

25-29 8,026,455 1.89 15,162

30-34 8,890,231 2.17 19,283

35-39 9,918,258 2.91 28,872

40-44 9,902,119 3.87 38,301

45-49 8,781,373 5.19 45,593

50-54 7,432,353 8.27 61,428

55-59 5,331,906 13.63 72,647

60-64 3,787,418 17.76 67,246

65-NRA 345,741 9.41 3,252

Total 71,457,821 364,672
Appendices

285

E. DISABLED WORKER TERMINATIONS

Terminations are tabulated as of calendar age—the integral age attained in the year disability benefits are terminated. For

example, beneficiaries born in 1969 and terminated in 2004 are considered to be age 35 regardless of whether or not they had

a birthday. As discussed in section III.A, benefit termination can occur for a number of reasons. The four major categories

include: automatic conversion to retired worker benefits upon attainment of normal retirement age; death of the beneficiary;

medical recovery or return-to-work; and all other reasons.

As it relates to termination, exposure is the estimated amount of time—measured in life-years—that individuals on the disability rolls are exposed to the possibility of benefit termination. This quantity is estimated by observing the activity of the rolls for

a particular birth cohort. For example, consider a period during which disabled workers born in 1969 are observed for termination during 2004, at calendar age 35. The model assumes that each beneficiary already on the rolls as of the beginning of the

year will be exposed for 12 months. An adjustment is then made for the amount of time contributed by new awards. Under the

assumption that awards are uniformly distributed throughout the year, each new beneficiary will be exposed for an average of

6 months.

Alternatively, termination exposure for a given calendar age in a particular year can be defined as the average number of beneficiaries on the rolls during the year. This can be estimated by adding one-half of the awards to those already in force at the

beginning of the year. As shown in the following examples, this method is equivalent to calculating exposure using the “lifeyears” concept.

Finally, historical termination rates are computed as terminations divided by exposure. For future years, terminations are computed by multiplying projected termination rates by projected exposure.

Disabled Worker Termination Rate—Male Age 35 in 2004 (1969 Birth Cohort)

• Death terminations (SSA administrative records): 524

• Recovery terminations (SSA administrative records): 878

• “All other” terminations (SSA administrative records): 54

• Awards (SSA administrative records): 4,690

• In force on January 1: 30,427

• Termination exposure: 30,427 + 1⁄2(4,690) = 32,772 aggregate life-years

• Death rate: 524 / 32,772 = 0.01599

• Recovery rate: 878 / 32,772 = 0.02679

• “All other” rate: 54 / 32,772 = 0.00165

Disabled Worker Terminations—Male Age 45 in 2014 (1969 Birth Cohort)

• Projected death rate: 0.02153

• Projected recovery rate: 0.01979

• Projected “all other” rate: 0.00139

• Projected awards: 8,085

• Projected in force on January 1: 69,903

• Projected termination exposure: 69,903 + 1⁄2(8,085) = 73,945.5

• Projected death terminations: 0.02153 x 73,945.5 = 1,592

• Projected recovery terminations: 0.01979 x 73,945.5 = 1,463

• Projected “all other” terminations: 0.00139 x 73,945.5 = 103
Appendices

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F. AVERAGE AGE OF DISABLED WORKERS

The following table summarizes the average age of a new award and the overall DI rolls, for male and female disabled workers, from 1975-2014.

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

Year

Average age at award

Average age in

current-payment status

Male Female Male Female

1975 51.51 52.07 52.96 53.94

1976 51.68 52.08 52.88 53.85

1977 51.47 51.93 52.85 53.79

1978 51.24 51.35 52.86 53.77

1979 51.60 51.36 52.87 53.72

1980 51.32 51.10 52.84 53.66

1981 51.68 51.39 52.95 53.73

1982 50.42 49.96 53.16 53.90

1983 49.68 48.83 52.84 53.58

1984 49.71 49.83 52.46 53.16

1985 49.56 49.48 52.02 52.70

1986 48.80 48.93 51.51 52.16

1987 49.06 49.02 51.21 51.80

1988 49.11 49.04 51.02 51.53

1989 48.88 48.94 50.77 51.23

1990 48.57 48.65 50.51 50.91

1991 48.22 48.38 50.23 50.58

1992 47.72 47.92 49.87 50.20

1993 47.69 47.85 49.66 49.96

1994 48.09 48.16 49.65 49.89

1995 48.55 48.51 49.77 49.94

1996 48.77 48.61 49.96 50.06

1997 49.29 48.80 50.24 50.26

1998 49.39 48.85 50.44 50.44

1999 49.45 48.92 50.62 50.60

2000 49.50 48.91 50.81 50.77

2001 49.28 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 50.00 49.29 51.61 51.44

2005 49.94 49.31 51.86 51.68

2006 50.37 49.73 52.15 51.95

2007 50.61 49.98 52.43 52.22

2008 50.78 50.15 52.69 52.47

2009 50.78 50.16 52.83 52.60

2010 51.12 50.49 53.02 52.78

2011 51.53 50.91 53.24 53.00

2012 51.63 51.03 53.40 53.17

2013 51.72 51.14 53.51 53.29

2014 51.79 51.23 53.63 53.42
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G. DISABLED WORKER PROJECTION BY SINGLE-YEAR-OF-AGE

The following is a detailed example of the projection of the number of disabled worker beneficiaries by single-year-of-age.

Similar projections are made for the short-range period for each gender and age 15-NRA. The illustration is based on the 2005

Trustees Report intermediate set of assumptions.

Disabled Worker Single-Year-of-Age Projection—Male Age 36 in 2005 (1969 Birth Cohort)

Disability Insured

• Fully insured on January 1: 2,083,400

• Disability insured as a percent of fully insured on January 1: 0.922700

• Disability insured on January 1 (average age 351⁄2): 0.922700 x 2,083,400 = 1,922,354

• Projected fully insured on December 31: 2,085,300

• Projected disability insured as a percent of fully insured on December 31: 0.921056

• Projected disability insured on December 31 (average age 361⁄2): 0.921056 x 2,085,300 = 1,920,678

• In force on January 1: 33,661

Awards

• Projected award exposure: 1⁄2(1,922,354) + 1⁄2(1,920,678) – 33,661 = 1,887,855

• Baseline incidence rate (male age 36 in 2004): 0.002760

• Projected incidence factor1: 1.015580

• Projected incidence rate (male age 36 in 2005): 0.002760 x 1.015580 = 0.002803

• Projected awards: 0.002803 x 1,887,855 = 5,292

Terminations

• Projected termination exposure: 33,661 + 1⁄2(5,292) = 36,307

• Baseline death rate (male age 36 in 2004): 0.017237

• Projected death termination factor1: 0.969948

• Projected death rate (male age 36 in 2005): 0.017237 x 0.969948 = 0.016719

• Projected death terminations: 0.016719 x 36,307 = 607

• Baseline recovery rate (male age 36 in 2004): 0.027208

• Projected recovery termination factor1: 1.005219

• Projected recovery rate (male age 36 in 2005): 0.027208 x 1.005219 = 0.027350

• Projected recovery terminations: 0.027350 x 36,307 = 993

• Baseline “all other” rate (male age 36 in 2004): 0.001380

• Projected “all other” termination factor1: 1.276812

• Projected “all other” rate (male age 36 in 2005): 0.001380 x 1.276812 = 0.001762

• Projected “all other” terminations: 0.001762 x 36,307 = 64

End-of-year In Force, Suspensions, and Current-Payment Status

• Projected total terminations: 607 + 993 + 64 = 1,664

• Projected in force on December 31: 33,661 + 5,292 – 1,664 = 37,289

• Baseline withheld rate (male age 36 in 2004): 0.050501

• Projected withheld factor: 0.997648

• Projected withheld rate (male age 36 in 2005): (1.050501 x 0.997648) - 1 = 0.04803

• Projected suspensions: 0.04803 x 37,289 = 1,791

• Projected current-payment status on December 31: 37,289 – 1,791 = 35,498

1 Projected incidence and termination factors by single-year-of-age are based on discussion found in section III.A.
Appendices

288

H. GLOSSARY

Actuarial reduction. See “Benefit reduction.”

Aged husband’s benefit. Monthly benefit payable to a husband or a divorced husband of a retired or disabled worker,

where the husband is entitled solely by age. See “Husband’s

benefit.”

Aged spouse’s benefit. See “Aged husband’s benefit” and

“Aged wife’s benefit.”

Aged wife’s benefit. Monthly benefit payable to a wife or a

divorced wife of a retired or disabled worker, where the wife

is entitled solely by age. See “Wife’s benefit.”

Annual maximum taxable limit. Annual dollar amount

above which earnings in employment covered under the

OASDI program are neither taxable nor creditable for benefit computation purposes. (Also referred to as “contribution

and benefit base,” “annual creditable maximum,” “taxable

maximum,” and “maximum taxable.”) For the contribution

and benefit base for years 1975 and later, see table II.4.

Automatic cost-of-living adjustment. The annual increase

in benefits effective for December, reflecting the increase in

the cost of living. The percentage increase equals the percentage increase in the Consumer Price Index measured

from the average over July, August, and September of the

preceding year to the average for the same 3 months in the

current year. If the increase is less than one-tenth of 1 percent, when rounded, there is no automatic increase for the

current year; the increase for the next year would reflect the

increase in the cost of living over a 2-year period.

If the stabilizer provision applies, the increase may be less

than the cost of living. See “Stabilizer provision.”

For the automatic benefit increase for years 1975 and later,

see table II.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

289

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 62-64 if the beneficiary is a

retired worker, a spouse of a retired or disabled worker

(with entitlement not based on having a child beneficiary in care), or a divorced spouse; 

• On entitlement at ages 60-64 if the beneficiary is a

widow, widower, or a surviving divorced spouse; or 

• On entitlement, in case of disability, at ages 50-59 if the

beneficiary is a widow, widower, or surviving divorced

spouse.

At the time of award, the following reductions in benefit

amount are made for:

• A retired worker beneficiary—5/9 of 1 percent for each

of the first 36 months of entitlement before normal

retirement age (maximum reduction of 20 percent for a

normal retirement age of 65), plus 5/12 of 1 percent for

each of the next 24 months of entitlement before normal

retirement age (maximum reduction of 30 percent for a

normal retirement age of 67);

• A wife or husband beneficiary—25/36 of 1 percent for

each of the first 36 months of entitlement before normal

retirement age (maximum reduction of 25 percent for a

normal retirement age of 65), plus 5/12 of 1 percent for

each of the next 24 months of entitlement before normal

retirement age (maximum reduction of 35 percent for a

normal retirement age of 67);

• A nondisabled widow or widower or surviving divorced

spouse—19/40 of 1 percent for each month of entitlement before normal retirement age, when that is age 65

(maximum reduction of 28.5 percent), or a lesser

amount for each month when the normal retirement age

is greater than 65 such that the maximum reduction

remains at 28.5 percent; and

• A disabled widow or widower or surviving divorced

spouse age 60 or under—28.5 percent.

The benefit continues to be paid at a reduced rate even after

normal retirement age, except that the reduced rate is refigured at normal retirement age for all beneficiaries and also at

age 62 for a widow, widower, or a surviving divorced spouse

to omit months for which the reduced benefit was not paid

and to take into account any additional earnings.

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

290

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 was 2/24

of 1 percent for workers who attained age 62 before 1979,

6/24 of 1 percent for workers who attained age 62 from 1979

through 1986, 7/24 of 1 percent for workers who attained

age 62 in 1987-88, and 8/24 of 1 percent for workers who

attained age 62 in 1989-90. The monthly credit is 9/24,

10/24, 11/24, 12/24, 13/24, 14/24, 15/24, and 16/24 of 1 percent for workers who attain age 62 in 1991-92, 1993-94,

1995-96, 1997-98, 1999-2000, 2001-02, 2003-04, and 2005

and later, respectively. The increase is applicable to the

worker’s monthly benefit amount but not to his or her PIA.

Hence, auxiliary benefits are generally not affected. The

exception is that a surviving (including divorced) spouse

receiving widow(er)’s benefits is entitled, for months after

May 1978, to the same increase that had been applied to the

benefit of the deceased worker or for which the worker was

eligible at the time of death.

For benefits payable for months before 1979, beneficiaries

could not receive delayed retirement credits if they had

received a reduced benefit because of entitlement before age

65. Benefits for these individuals were recomputed effective
Appendices

291

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

292

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

293

• Effective with benefits payable beginning May 1983, a

husband of a transitionally insured worker is entitled to

benefits if he was born before January 2, 1897; or

• Effective with benefits payable beginning January 1991,

a deemed spouse (including a divorced deemed spouse),

regardless of whether the legal spouse is entitled to benefits on the same earnings record. A deemed spouse is a

person who entered into an invalid ceremonial marriage

in good faith.

Insured status. The state or condition of having sufficient

quarters of coverage to meet the eligibility requirements for

retired worker or disabled worker benefits or to permit the

worker’s spouse and children or survivors to establish eligibility for spouse’s and children’s or survivor’s benefits in the

event of his or her disability, retirement, or death. See

“Quarters of coverage.”

• Currently insured. 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. An insured widow or widower

is someone who is receiving a widow or widower benefit

and is eligible for a worker’s benefit, but has not applied for

the worker’s benefit. Usually, the insured widow or widower

has not applied for a retired worker benefit because their

total benefit (worker plus dual entitlement as a widow(er))

would be the same as their current benefit.

Lump-sum death benefit. A lump sum, generally $255,

payable on the death of a fully or currently insured worker.

The lump sum is payable to:

• A spouse who was living with the worker at the time of

death or, if there is no such spouse; to

• A spouse eligible for monthly benefits for the month of

death or, if there is no such spouse; to

• Child(ren) eligible for monthly benefits for the month of

death.
Appendices

294

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 maximum benefit

increased when there was a general benefit increase. The

minimum benefit was frozen at $122 for persons first

becoming eligible after 1978. Benefit increases apply to that

amount only when one or more individuals are entitled to

benefits on a particular record or, if earlier, when the insured

worker or widow(er) reaches age 65. The minimum benefit

was eliminated for most workers who attain age 62, become

disabled, or die after 1981. For these persons, benefits will

be derived from applicable computation methods without a

minimum floor.

Minor child’s benefit. Child’s benefit payable to a child

under age 18.

Monthly benefit. A cash benefit payable each month. 

Monthly benefit amount. The amount payable after reduction if necessary, for age, family maximum, and other reasons but before any deduction for SMI premiums. Effective

June 1982, the final benefit payment is rounded to the next

lowest $1 (if not already a multiple of $1) after reduction for

age, family maximum, and other reasons and after any

deduction for SMI premiums. This procedure changes the

monthly benefit amount credited to a beneficiary. This

amount, which is called the monthly benefit credited

(MBC), is derived as follows:

1. Subtract the SMI premium from the monthly benefit

amount;

2. Round the above result down to the nearest whole dollar; and

3. Add back the SMI premium to the rounded result from 2

above. The result is the MBC.

For example, if a monthly benefit amount is $673.90, and an

SMI premium of $41.10 is deducted, the MBC is $673.10—

calculated as follows:

$673.90 - $41.10 = $632.80 rounded down

to $632.00 + $41.10 = $673.10.

Monthly benefit credited—MBC. See “Monthly benefit

amount.”

Mother’s benefit. A monthly benefit payable to a widow or

surviving divorced mother, if:

1. The deceased worker on whose account the benefit is

paid was fully or currently insured at the time of his

death and 

2. An entitled child of the worker in her care is under age

16 or is disabled. 

For mothers who were entitled to benefits for August 1981,

benefits were continued until the child attained age 18 or

until September 1983, whichever came earlier.

Normal retirement age—NRA. The age at which a person

may first become entitled to unreduced retirement benefits.
Appendices

295

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.

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.

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
Appendices

296

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 due to other reasons such as too much

benefit withheld or an unknown address.

Secondary benefit. Monthly benefit payable to a spouse or

child of a retired or disabled worker, or to a survivor of a

deceased worker.

Self-employment. Operation of a trade or business by an

individual or by a partnership in which an individual is a

member.

Special age-72 benefit. Monthly benefit payable to men

who attained age 72 before 1972 and to women who attained

age 72 before 1970 and who do not have sufficient quarters

of coverage to qualify for a retired worker benefit under

either the fully or the transitionally insured status provisions.

The benefit is payable only for months in which the individual is a resident of one of the 50 States or the District of

Columbia and receives no public assistance money payments or SSI payments. It is reduced by the amount of any

government pension (except workers’ compensation and

veterans’ service-connected compensation) that the individual or the individual’s spouse is receiving or is eligible to

receive. Most of these benefits are financed from general

revenues rather than Social Security contributions. (Also

known as Prouty benefits.)

Special minimum PIA. An alternative PIA based not on

the worker’s average monthly wage or average indexed

monthly earnings but on his or her length (years) of covered

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

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.”
Appendices

297

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, age 65 for a disabled worker and

age 18 for a minor child;

• Other statutory reasons (such as marriage, divorce,

remarriage, or adoption) for certain types of benefits;

• Beneficiary no longer meets the definition of disability;

• For a secondary beneficiary, entitlement to another

equal or larger benefit; and

• Student beneficiary no longer attending school.

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.

• Supplementary Medical Insurance (SMI). The trust

fund used for paying part of the costs of physician’s services, outpatient hospital services, and other related

medical and health services for voluntarily enrolled

aged and disabled individuals.

Trust fund ratio. A measure of the adequacy of the trust

fund level. Defined as the assets at the beginning of the year,

including advance tax transfers (if any), expressed as a percentage of the outgo during the year. The trust fund ratio

represents the proportion of a year’s outgo which could be

paid with the funds available at the beginning of the year.

Unnegotiated check. A check which has not been cashed 6

months after the end of the month in which the check was

issued. When a check has been outstanding for a year:

1. The check is administratively cancelled by the Department of the Treasury and 

2. The issuing trust fund is reimbursed separately for the

amount of the check and interest for the period the

check was outstanding. 
Appendices

298

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.

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
Appendices

299

• 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 

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
Appendices

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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”.