## Annual Income Rates, Cost Rates, and Balances —            2023 OASDI Trustees Report

| Single-Year Tables | Historical data | Intermediate Assumptions | Low-Cost Assumptions | High-Cost Assumptions |
|--------------------|-----------------|--------------------------|----------------------|-----------------------|

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| a              Income rates include certain reimbursements              from the General Fund of the Treasury.b              Benefit payments scheduled to be paid on January 3 are              actually paid on December 31 as required by the statutory              provision for early delivery of benefit payments when the              normal payment delivery date is a Saturday, Sunday, or legal              public holiday. For comparability with the values for              historical years and the projections in this report, all              trust fund operations and asset reserves reflect the 12              months of benefits scheduled for payment each year.c              Under the intermediate assumptions, the first years that the              annual balances become negative and remain negative throughout              the 75-year projection period, are 2010, 2044, and 2010 for the              OASI, DI, and combined OASDI funds, respectively.              Under the low-cost assumptions, for the OASI and combined              OASDI funds, the annual balance is projected to be negative for              a temporary period and then become positive before the end              of the projection period. For the DI funds, the annual balance			  is projected to be positive throughout the entire 75-year 			  projection period.              Under the high-cost assumptions, the first years that              the annual balances become negative and remain negative              throughout the 75-year projection period, are 2010, 2026, and              2010 for the OASI, DI, and combined OASDI funds, respectively.              d              Between -0.005 and 0.005 percent of taxable payroll.              Notes:              1. The income rate excludes interest income.              2. Revisions of taxable payroll may change some historical                 values.              3. Components may not sum to totals because of rounding. |
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