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## 2018 OASDI Trustees Report

Office of the Chief Actuary
Actuarial Publications
2018 Trustees Report
ContentsTablesFigures

LIST OF TABLES

   II.B1	Summary of 2017 Trust Fund Financial Operations

   II.B2	Payroll Tax Contribution Rates for 2017

   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 2017

   III.A2	Operations of the DI Trust Fund, Calendar Year 2017

   III.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Year 2017

   III.A4	Comparison of Actual Calendar Year 2017 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 2016 and 2017

   III.A6	Administrative Expenses as a Percentage of Non-interest Income and of Total Expenditures, Calendar Years 2013-2017

   III.A7	Trust Fund Investment Transactions, Calendar Year 2017

   IV.A1	Operations of the OASI Trust Fund, Calendar Years 2013-2027 

   IV.A2	Operations of the DI Trust Fund, Calendar Years 2013-2027

   IV.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Years 2013-2027

   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 1990-2095

   IV.B2	Components of Annual Income Rates, Calendar Years 1990-2095

   IV.B3	Covered Workers and Beneficiaries, Calendar Years 1945-2095 

   IV.B4	Trust Fund Ratios, Calendar Years 2018-2095

   IV.B5	Components of Summarized Income Rates and Cost Rates, Calendar Years 2018-2092

   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 1940-2095 

   V.A2	Immigration Assumptions, Calendar Years 1940-2095 

   V.A3	Social Security Area Population on July 1 and Dependency Ratios, Calendar Years 1945-2095 

   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, 1975-2027    V.C2	Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2027   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 1945-2095   V.C5	DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2095   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 2018-2095	VI. APPENDICES	A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS   VI.A1	Operations of the OASI Trust Fund, a>   VI.A2	Operations of the DI Trust Fund, Calendar Years 1957-2017   VI.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2017   VI.A4	OASI Trust Fund Asset Reserves, End of Calendar Years 2016 and 2017   VI.A5	DI Trust Fund Asset Reserves, End of Calendar Years 2016 and 2017	B. HISTORY OF ACTUARIAL STATUS ESTIMATES   VI.B1	Long-Range OASDI Actuarial Balances  and Trust Fund Reserve Depletion Dates as Shown in the Trustees Reports for 1982-2018 under Intermediate Assumptions	C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2027   VI.C1	Operations of the OASI Trust Fund, Fiscal Year 2017   VI.C2	Operations of the DI Trust Fund, Fiscal Year 2017   VI.C3	Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2017   VI.C4	Operations of the OASI Trust Fund, Fiscal Years 2013-2027   VI.C5	Operations of the DI Trust Fund, Fiscal Years 2013-2027   VI.C6	Operations of the Combined OASI and DI Trust Funds,Fiscal Years 2013-2027	D. LONG-RANGE SENSITIVITY ANALYSIS   VI.D1	Sensitivity of OASDI Measures to Fertility Assumptions   VI.D2	Sensitivity of OASDI Measures to Death-Rate Assumptions   VI.D3	Sensitivity of OASDI Measures to Total Net Immigration Assumptions   VI.D4	Sensitivity of OASDI Measures to Real-Wage Assumptions   VI.D5	Sensitivity of OASDI Measures to CPI-Increase Assumptions   VI.D6	Sensitivity of OASDI Measures to Real-Interest Assumptions   VI.D7	Sensitivity of OASDI Measures to Taxable Ratio Assumptions   VI.D8	Sensitivity of OASDI Measures to Disability Incidence Assumptions   VI.D9	Sensitivity of OASDI Measures to Disability Termination Assumptions	E. STOCHASTIC PROJECTIONS AND UNCERTAINTY   VI.E1	Long-Range Estimates Relating to the Actuarial Status of the Combined OASDI Program	F. INFINITE HORIZON PROJECTIONS   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	G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED   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 2018-2095   VI.G3	Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2018-2092   VI.G4	OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2018-2095    VI.G5	Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2018-2095    VI.G6	Selected Economic Variables, Calendar Years 2017-2095   VI.G7	Operations of the Combined OASI and DI Trust Funds, in CPI-indexed 2018 Dollars, Calendar Years 2018-2095   VI.G8	Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2018-2095   VI.G9	OASDI and HI Annual Non-interest Income, Cost, and Balance in CPI-Indexed 2018 Dollars, Calendar Years 2018-2095   VI.G10	OASDI and HI Annual Non-interest Income, Cost, andBalance in Current Dollars, Calendar Years 2018-2095	H. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES   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 BeneficiariesFooter menu