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## 2016 OASDI Trustees Report

Office of the Chief Actuary
Actuarial Publications
2016 Trustees Report
ContentsTablesFigures

LIST OF TABLES

II.B1	Summary of 2015 Trust Fund Financial Operations

II.B2	Payroll Tax Contribution Rates for 2015

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

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

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

III.A1	Operations of the OASI Trust Fund, Calendar Year 2015

III.A2	Operations of the DI Trust Fund, Calendar Year 2015

III.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Year 2015

III.A4	Comparison of Actual Calendar Year 2015 Trust Fund Operations With Estimates Made in Prior Reports, Based on Intermediate Assumptions 

III.A5	Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2014 and 2015

III.A6	Administrative Expenses as a Percentage of Non-interest Income and of Total Expenditures, Calendar Years 2011-2015

III.A7	Trust Fund Investment Transactions, Calendar Year 2015

IV.A1	Operations of the OASI Trust Fund, Calendar Years 2011-2025 

IV.A2	Operations of the DI Trust Fund, Calendar Years 2011-2025

IV.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Years 2011-2025

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

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

IV.B2	Components of Annual Income Rates, Calendar Years 1990-2090

IV.B3	Covered Workers and Beneficiaries, Calendar Years 1945-2090 

IV.B4	Trust Fund Ratios, Calendar Years 2016-2090

IV.B5	Components of Summarized Income Rates and Cost Rates, Calendar Years 2016-2090

IV.B6	Components of 75-Year Actuarial Balance and Unfunded Obligation Under Intermediate Assumptions

IV.B7	Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions

V.A1	Fertility and Mortality Assumptions, Calendar Years 1940-2090 

V.A2	Immigration Assumptions, Calendar Years 1940-2090 

V.A3	Social Security Area Population on July 1 and Dependency Ratios, Calendar Years 1945-2090 

V.A4	Period Life Expectancy 

V.A5	Cohort Life Expectancy 

V.B1	Principal Economic Assumptions 

V.B2	Additional Economic Factors 

V.C1	Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2025 

V.C2	Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2025

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

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

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

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

V.C7	Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2016-2090

VI.A1	Operations of the OASI Trust Fund, Calendar Years 1937-2015

VI.A2	Operations of the DI Trust Fund, Calendar Years 1957-2015

VI.A3	Operations of the Combined OASI and DI Trust Funds,Calendar Years 1957-2015

VI.A4	OASI Trust Fund Asset Reserves, End of Calendar Years 2014 and 2015

VI.A5	DI Trust Fund Asset Reserves, End of Calendar Years 2014 and 2015

ACTUARIAL STATUS

VI.B1	Long-Range OASDI Actuarial Balances and Trust Fund Reserve Depletion Dates as Shown in the Trustees Reports for 1982-2016

VI.C1	Operations of the OASI Trust Fund, Fiscal Year 2015

VI.C2	Operations of the DI Trust Fund, Fiscal Year 2015

VI.C3	Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2015

VI.C4	Operations of the OASI Trust Fund, Fiscal Years 2011-2025

VI.C5	Operations of the DI Trust Fund, Fiscal Years 2011-2025

VI.C6	Operations of the Combined OASI and DI Trust Funds, Fiscal Years 2011-2025

VI.D1	Sensitivity of OASDI Measures to Varying Fertility Assumptions

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

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

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

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

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

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

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

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

VI.F1	Unfunded OASDI Obligations Through the Infinite Horizon, Based on Intermediate Assumptions

VI.F2	Present Values of OASDI Cost Less Non-interest Income and Unfunded Obligations for Program Participants, Based on Intermediate Assumptions

VI.G1	Payroll Tax Contribution Rates for the OASDI and HI Programs

VI.G2	OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2016-2090

VI.G3	Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2016-2090

VI.G4	OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2016-2090 

VI.G5	Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2016-2090 

VI.G6	Selected Economic Variables, Calendar Years 2015-2090

VI.G7	Operations of the Combined OASI and DI Trust Funds, in CPI-indexed 2016 Dollars, Calendar Years 2016-2090

VI.G8	Operations of the Combined OASI and DI Trust Funds,  in Current Dollars, Calendar Years 2016-2090

VI.G9	OASDI and HI Annual Non-interest Income, Cost, and Balance in CPI-Indexed Dollars, Calendar Years 2016-2090

VI.G10	OASDI and HI Annual Non-interest Income, Cost,and Balance in Current Dollars, Calendar Years 2016-2090

VI.H1	Scheduled Benefit Disbursements From the OASI Trust Fund With Respect to Disabled Beneficiaries

VI.H2	Scheduled Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries

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