TABLES | ||
| I.D1 | Summary of OASDI Trust Fund Operations | 8 |
| I.D2 | Tax Rates for 1997 | 8 |
| I.F1 | Ultimate Economic and Demographic Assumptions | 13 |
| I.H1 | OASDI Income and Cost Rates for 25-Year Subperiods | 23 |
| I.H2 | OASDI Income and Cost Rates for 75-Year Valuation Period | 24 |
| I.H3 | OASDI Trust Fund Ratios | 26 |
| II.B1 | Contribution and Benefit Base and Contribution Rates | 34 |
| II.C1 | Statement of Operations of the OASI Trust Fund During Fiscal Year 1996 | 41 |
| II.C2 | Assets of the OASI Trust Fund, by Type, Interest Rate, and Year of Maturity, at End of Fiscal Year, 1995 and 1996 | 43 |
| II.C3 | Statement of Operations of the DI Trust Fund During Fiscal Year 1996 | 46 |
| II.C4 | Assets of the DI Trust Fund, by Type, Interest Rate, and Year of Maturity, at End of Fiscal Year, 1995 and 1996 | 48 |
| II.C5 |
Statement of Operations
of the OASI and DI Trust Funds, Combined, During Fiscal Year 1996 |
49 |
| II.C6 |
Comparison of Actual and
Estimated Operations of the OASI and DI Trust Funds, Fiscal Year 1996 |
51 |
| II.C7 |
Estimated Distribution
of Benefit Payments From the OASI and DI Trust Funds, by Type of Beneficiary or Payment, Fiscal Years 1995 and 1996 |
52 |
| II.C8 |
Net Administrative Expenses as
a Percentage of Contribution Income and of Benefit Payments, by Trust Fund, Fiscal Years 1992-96 |
53 |
| II.C9 | Investment Transactions of the OASI and DI Trust Funds in Fiscal Year 1996 | 53 |
| II.D1 | Selected Economic Assumptions by Alternative, Calendar Years 1960-2075 | 60 |
| II.D2 | Selected Demographic Assumptions by Alternative, Calendar Years 1940-2075 | 63 |
| II.E1 | Average Wage Index, Calendar Years 1951-95 | 67 |
| II.E2 | Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, by Alternative, 1975-2006 | 68 |
| II.E3 | Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions, Calendar Years 1978-97, and Projected Future Amounts, Calendar Years 1998-2006, on the Basis of the Intermediate Set of Assumptions | 71 |
| II.F1 | Estimated Operations of the OASI Trust Fund by Alternative, Calendar Years 1996-2006 | 79 |
| II.F2 | Estimated Operations of the DI Trust Fund by Alternative, Calendar Years 1996-2006 | 84 |
| II.F3 | Estimated Operations of the OASI and DI Trust Funds, Combined, by Alternative, Calendar Years 1996-2006 | 87 |
| II.F4 | Trust Fund Ratios by Trust Fund, Selected Calendar Years 1950-96, and Estimated Future Ratios by Alternative, Calendar Years 1997-2006 | 90 |
| II.F5 | Change in OASI and DI Trust Fund Ratios at the Beginning of the Tenth Year of Projection, Based on the Intermediate Assumptions, by Reason for Change | 92 |
| II.F6 | Comparison of Income Rates and Cost Rates, by Trust Fund, Selected Calendar Years 1950-96, and Estimated Rates by Alternative, Calendar years 1997-2006 | 94 |
| II.F7 | Operations of the OASI Trust Fund During Selected Fiscal Years 1940-96 and Estimated Future Operations During Fiscal Years 1997-2006, on the Basis of the Intermediate Set of Assumptions | 96 |
| II.F8 | Operations of the OASI Trust Fund During Selected Calendar Years 1940-96 and Estimated Future Operations During Calendar Years 1997-2006, on the Basis of the Intermediate Set of Assumptions | 98 |
| II.F9 | Operations of the DI Trust Fund During Selected Fiscal Years 1960-96 and Estimated Future Operations During Fiscal Years 1997-2006, on the Basis of the Intermediate Set of Assumptions | 100 |
| II.F10 | Operations of the DI Trust Fund During Selected Calendar Years 1960-96 and Estimated Future Operations During Calendar Years 1997-2006, on the Basis of the Intermediate Set of Assumptions | 102 |
| II.F11 | Operations of the OASI and DI Trust Funds, Combined, During Selected Fiscal Years 1960-96 and Estimated Future Operations During Fiscal Years 1997-2006, on the Basis of the Intermediate Set of Assumptions | 104 |
| II.F12 | Operations of the OASI and DI Trust Funds, Combined, During Selected Calendar Years 1960-96 and Estimated Future Operations During Calendar Years 1997-2006, on the Basis of the Intermediate Set of Assumptions | 106 |
| II.F13 | Comparison of Estimated Income Rates and Cost Rates by Trust Fund and Alternative, Calendar Years 1997-2075 | 110 |
| II.F14 | Comparison of Summarized Income Rates and Cost Rates for 25-Year Subperiods, by Trust Fund and Alternative, Calendar Years 1997-2071 | 114 |
| II.F15 | Comparison of Summarized Income Rates and Cost Rates for Valuation Periods, by Trust Fund and Alternative, Calendar Years 1997-2071 | 115 |
| II.F16 | Comparison of Estimated Long-Range Actuarial Balances With the Minimum Allowable for the Test for Close Actuarial Balance by Trust Fund, Based on Intermediate Estimates | 119 |
| II.F17 | Components of Annual Income Rates by Trust Fund and Alternative, Calendar Years 1997-2075 | 121 |
| II.F18 | Components of Summarized Income Rates and Cost Rates by Trust Fund and Alternative, Calendar Years 1997-2071 | 123 |
| II.F19 | Comparison of OASDI Covered Workers and Beneficiaries by Alternative, Calendar Years 1945-2075 | 124 |
| II.F20 | Estimated Trust Fund Ratios by Trust Fund and Alternative, Calendar Years 1997-2075 | 129 |
| II.F21 | Change in Actuarial Balance Over the Next 75 Years Based on Intermediate Assumptions by Trust Fund and Reason for Change | 131 |
| II.G1 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Fertility Assumptions | 135 |
| II.G2 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Death-Rate Assumptions | 136 |
| II.G3 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Net-Immigration Assumptions | 137 |
| II.G4 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Real-Wage Assumptions | 139 |
| II.G5 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various CPI-Increase Assumptions | 140 |
| II.G6 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Real-Interest Assumptions | 141 |
| II.G7 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Disability Incidence Assumptions | 142 |
| II.G8 | Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Disability Termination Assumptions | 143 |
| II.H1 | Social Security Area Population as of July 1 and Dependency Ratios, by Alternative and Broad Age Group, Calendar Years 1950-2075 | 148 |
| II.H2 | OASI Beneficiaries With Monthly Benefits in Current-Payment Status as of December 31 by Alternative, Calendar Years 1945-2075 | 159 |
| II.H3 | DI Beneficiaries With Monthly Benefits in Current-Payment Status as of December 31 by Alternative, Calendar Years 1960-2075 | 165 |
| III.A1 | Contribution Rates for the OASDI and HI Programs | 171 |
| III.A2 | Comparison of Estimated Income Rates and Cost Rates for OASDI and HI by Alternative, Calendar Years 1997-2070 | 172 |
| III.A3 | Comparison of Summarized Income Rates and Cost Rates for 25-Year Subperiods, for OASDI and HI by Alternative, Calendar Years 1997-2071 | 174 |
| III.A4 | Comparison of Summarized Income Rates and Cost Rates for Valuation Periods, for OASDI and HI by Alternative, Calendar Years 1997-2071 | 175 |
| III.B1 | Selected Economic Variables by Alternative, Calendar Years 1996-2075 | 178 |
| III.B2 | Estimated Operations of the Combined OASI and DI Trust Funds in Constant 1997 Dollars by Alternative, Calendar Years 1997-2075 | 180 |
| III.B3 | Estimated Operations of the Combined OASI and DI Trust Funds in Current Dollars by Alternative, Calendar Years 1997-2075 | 182 |
| III.B4 | Estimated OASDI and HI Income Excluding Interest, Outgo, and Balance in Current Dollars by Alternative, Calendar Years 1997-2070 | 184 |
| III.B5 | Estimated Annual Benefit Amount Payable to Retired Workers With Various Steady Pre-Retirement Earnings Levels Based on Intermediate Assumptions, Calendar Years 1997-2075 | 186 |
| III.C1 | Estimated OASDI and HI Income Excluding Interest, Outgo, and Balance as a Percentage of GDP by Alternative, Calendar Years 1997-2071 | 190 |
| III.C2 | Ratio of OASDI Taxable Payroll to GDP by Alternative, Calendar Years 1997-2075 | 192 |
| III.D1 | Long-Range Actuarial Balances for the OASDI Program as Shown for the Intermediate Assumptions in the Trustees' Reports Issued in Years 1987-97 | 196 |
| III.E1 | Benefit Disbursements From the OASI Trust Fund With Respect to Disabled Beneficiaries, Selected Calendar Years 1960-96 and Estimated Future Disbursements During 1997-2006 Based on Intermediate Assumptions | 198 |
| III.E2 | Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries, by Trust Fund, Selected Calendar Years 1960-96, and Estimated Future Disbursements During 1997-2006 Based on Intermediate Assumptions | 199 |
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