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1995 OASDI Trustees Report
September 1995
Description
The 1995 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds was issued on April 3, 1995 as a printed document of over 200 pages. The Trustees Report has three main sections, with eight or nine subsections in each section. There are 67 tables and 13 charts. We split the report by subsection, and further split the tables into separate files. Each of the subsections and tables has an entry in the table of contents. In addition, to assist lay readers, we have added hypertext links from the main report documents to the appropriate spots in the Trustees Report Glossary.
The hypertext markup language used to create documents has a method to create tables, but it is not yet available in all readers. Therefore, we have created our tables using a simple tabular design. This may add some inconvenience when reading the tables; on the other hand, the lack of markup symbols in the tables will make it easier to download the figures in the tables and incorporate them in other work.
TABLE OF CONTENTS
- A. INTRODUCTION
- B. ADVISORY COUNCIL
- C. HIGHLIGHTS
- D. TRUST FUND FINANCIAL OPERATIONS
- E. INTRODUCTION TO ACTUARIAL ESTIMATES
- F. ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS
- G. SHORT-RANGE ACTUARIAL ESTIMATES
- H. LONG-RANGE ACTUARIAL ESTIMATES
- I. CONCLUSION
- A. SOCIAL SECURITY AMENDMENTS SINCE THE 1994 REPORT
- B. DESCRIPTION OF THE TRUST FUNDS
- C. SUMMARY OF THE OPERATIONS OF THE OLD-AGE AND SURVIVORS INSURANCE AND DISABILITY INSURANCE TRUST FUNDS, FISCAL YEAR 1994
- D. PRINCIPAL ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS
- E. AUTOMATIC ADJUSTMENTS
- F. ACTUARIAL ESTIMATES
- G. LONG-RANGE SENSITIVITY ANALYSIS
- H. ASSUMPTIONS AND METHODS UNDERLYING THE ACTUARIAL ESTIMATES
- A. ACTUARIAL ESTIMATES FOR THE OASDI AND HI PROGRAMS, COMBINED
- B. LONG-RANGE ESTIMATES OF SOCIAL SECURITY TRUST FUND OPERATIONS IN DOLLARS
- C. LONG-RANGE ESTIMATES OF SOCIAL SECURITY TRUST FUND OPERATIONS AS A PERCENTAGE OF THE GROSS DOMESTIC PRODUCT
- D. TEN YEAR HISTORY OF ACTUARIAL BALANCE ESTIMATES
- E. ACTUARIAL ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE FEDERAL OLD-AGE AND SURVIVORS INSURANCE TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES
- F. FEDERAL REGISTER NOTICE: 1995 COST-OF-LIVING INCREASE AND OTHER DETERMINATIONS
- G. GLOSSARY
- H. STATEMENT OF ACTUARIAL OPINION
TABLES
DESCRIPTION OF THE TRUST FUNDS
SUMMARY OF THE OPERATIONS OF THE OLD-AGE AND SURVIVORS INSURANCE AND DISABILITY INSURANCE TRUST FUNDS, FISCAL YEAR 1994
- II.C1 - Statement of Operations of the OASI Trust Fund During Fiscal Year 1994
- II.C2 - Assets of the OASI Trust Fund, by Type, Interest Rate, and Year of Maturity, at End of Fiscal Year, 1993 and 1994
- II.C3 - Statement of Operations of the DI Trust Fund During Fiscal Year 1994
- II.C4 - Assets of the DI Trust Fund, by Type, Interest Rate, and Year of Maturity, at End of Fiscal Year, 1993 and 1994
- II.C5 - Statement of Operations of the OASI and DI Trust Funds, Combined, During Fiscal Year 1994
- II.C6 - Comparison of Actual and Estimated Operations of the OASI and DI Trust Funds, Fiscal Year 1994
- II.C7 - Estimated Distribution of Benefit Payments From the OASI and DI Trust Funds, by Type of Beneficiary or Payment, Fiscal Years 1993 and 1994
- II.C8 - Net Administrative Expenses as a Percentage of Contribution Income and of Benefit Payments, by Trust Fund, Fiscal Years 1990-94
- II.C9 - Investment Transactions of the OASI and DI Trust Funds in Fiscal Year 1994
PRINCIPAL ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS
AUTOMATIC ADJUSTMENTS
ACTUARIAL ESTIMATES
- II.F1 - Estimated Operations of the OASI Trust Fund by Alternative, Calendar Years 1994-2004
- II.F2 - Estimated Operations of the DI Trust Fund by Alternative, Calendar Years 1994-2004
- II.F3 - Estimated Operations of the OASI and DI Trust Funds, Combined, by Alternative, Calendar Years 1994-2004
- II.F4 - Trust Fund Ratios by Trust Fund, Selected Calendar Years 1950-94, and Estimated Future Ratios by Alternative, Calendar Years 1995-2004
- 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
- II.F6 - Comparison of Income Rates and Cost Rates, by Trust Fund, Selected Calendar Years 1950-94, and Estimated Rates by Alternative, Calendar Years 1995-2004
- II.F7 - Operations of the OASI Trust Fund During Selected Fiscal Years 1940-94 and Estimated Future Operations During Fiscal Years 1995-2004, on the Basis of the Intermediate Set of Assumptions
- II.F8 - Operations of the OASI Trust Fund During Selected Calendar Years 1940-94 and Estimated Future Operations During Calendar Years 1995-2004, on the Basis of the Intermediate Set of Assumptions
- II.F9 - Operations of the DI Trust Fund During Selected Fiscal Years 1960-94 and Estimated Future Operations During Fiscal Years 1995-2004, on the Basis of the Intermediate Set of Assumptions
- II.F10 - Operations of the DI Trust Fund During Selected Calendar Years 1960-94 and Estimated Future Operations During Calendar Years 1995-2004, on the Basis of the Intermediate Set of Assumptions
- II.F11 - Operations of the OASI and DI Trust Funds, Combined, During Selected Fiscal Years 1960-94 and Estimated Future Operations During Fiscal Years 1995-2004, on the Basis of the Intermediate Set of Assumptions
- II.F12 - Operations of the OASI and DI Trust Funds, Combined, During Selected Calendar Years 1960-94 and Estimated Future Operations During Calendar Years 1995-2004, on the Basis of the Intermediate Set of Assumptions
- II.F13 - Comparison of Estimated Income Rates and Cost Rates by Trust Fund and Alternative, Calendar Years 1995-2070
- II.F14 - Comparison of Summarized Income Rates and Cost Rates for 25-Year Subperiods, by Trust Fund and Alternative, Calendar Years 1995-2069
- II.F15 - Comparison of Summarized Income Rates and Cost Rates for Valuation Periods, by Trust Fund and Alternative, Calendar Years 1995-2069
- 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 Assumptions
- II.F17 - Components of Annual Income Rates by Trust Fund and Alternative, Calendar Years 1995-2070
- II.F18 - Components of Summarized Income Rates and Cost Rates by Trust Fund and Alternative, Calendar Years 1995-2069
- II.F19 - Comparison of OASDI Covered Workers and Beneficiaries by Alternative, Calendar Years 1945-2070
- II.F20 - Estimated Trust Fund Ratios by Trust Fund and Alternative, Calendar Years 1995-2070
- II.F21 - Change in Actuarial Balance Over the Next 75 Years Based on Intermediate Assumptions by Trust Fund and Reason for Change
LONG-RANGE SENSITIVITY ANALYSIS
- II.G1 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Fertility Assumptions
- II.G2 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Death-Rate Assumptions
- II.G3 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Net-Immigration Assumptions
- II.G4 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Real-Wage Assumptions
- II.G5 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various CPI-Increase Assumptions
- II.G6 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Real-Interest Assumptions
- II.G7 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Disability Incidence Assumptions
- II.G8 - Estimated OASDI Income Rates, Cost Rates, and Actuarial Balances, Based on Intermediate Estimates With Various Disability Termination Assumptions
ASSUMPTIONS AND METHODS UNDERLYING THE ACTUARIAL ESTIMATES
ACTUARIAL ESTIMATES FOR THE OASDI AND HI PROGRAMS, COMBINED
LONG-RANGE ESTIMATES OF SOCIAL SECURITY TRUST FUND OPERATIONS IN DOLLARS
LONG-RANGE ESTIMATES OF SOCIAL SECURITY TRUST FUND OPERATIONS AS A PERCENTAGE OF THE GROSS DOMESTIC PRODUCT
TEN YEAR HISTORY OF ACTUARIAL BALANCE ESTIMATES
ACTUARIAL ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE FEDERAL OLD-AGE AND SURVIVORS INSURANCE TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES
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