Short-Range Actuarial Projections
of the Old-Age, Survivors, and
Disability Insurance Program, 2005

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ACTUARIAL STUDY NO. 119
by Chris Motsiopoulos
and Richard B. Tucker

III.E31.—Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired Worker
and Secondary Benefit, by Type of Secondary Benefit
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands, amounts in millions]
Calendar
period
Spouses of retired workers
Widow(er)s of deceased workers
Parents of deceased workers
Total
Average
number
Amount
Average
number
Amount
Average
number
Amount
Average
number
Amount
1980
917.7
$592.2
1,521.7
$2,477.7
4.1
$6.4
2,443.4
$3,076.2
1981
1,014.2
772.7
1,637.0
3,054.7
3.9
7.0
2,655.1
3,834.4
1982
1,121.9
979.3
1,744.0
3,615.9
3.6
7.5
2,869.6
4,602.6
1983
1,244.6
1,183.1
1,850.1
4,055.2
3.3
7.2
3,098.0
5,245.4
1984
1,357.4
1,415.8
1,956.3
4,571.9
3.0
6.7
3,316.7
5,994.4
1985
1,468.8
1,658.1
2,066.9
5,143.2
2.7
6.4
3,538.3
6,807.7
1986
1,588.5
1,903.4
2,192.8
5,792.9
2.4
6.0
3,783.7
7,702.4
1987
1,702.6
2,118.4
2,304.1
6,330.6
2.2
5.5
4,008.8
8,454.5
1988
1,794.2
2,369.8
2,405.2
7,059.9
2.0
5.2
4,201.4
9,435.0
1989
1,885.1
2,630.7
2,504.7
7,834.6
1.7
5.0
4,391.5
10,470.3
1990
1,982.1
2,934.5
2,606.1
8,735.4
1.6
4.8
4,589.8
11,674.7
1991
2,076.2
3,276.6
2,703.7
9,764.5
1.4
4.6
4,781.3
13,045.7
1992
2,164.3
3,573.2
2,799.0
10,714.6
1.3
4.4
4,964.5
14,292.1
1993
2,238.4
3,826.1
2,892.3
11,647.3
1.2
4.2
5,131.9
15,477.6
1994
2,298.2
4,037.7
2,977.3
12,558.0
1.0
3.9
5,276.5
16,599.6
1995
2,348.7
4,239.8
3,060.0
13,525.5
.9
3.7
5,409.6
17,768.9
1996
2,385.2
4,411.4
3,134.6
14,480.7
.8
3.4
5,520.7
18,895.5
1997
2,416.1
4,585.9
3,205.0
15,500.6
.8
3.2
5,621.8
20,089.7
1998
2,439.1
4,713.3
3,269.7
16,415.9
.7
3.1
5,709.5
21,132.3
1999
2,452.0
4,788.0
3,329.1
17,206.6
.7
3.1
5,781.7
21,997.7
2000
2,492.4
4,986.3
3,384.7
18,156.0
.6
3.0
5,877.7
23,145.2
2001
2,538.8
5,262.7
3,434.7
19,291.8
.5
2.9
5,974.0
24,557.3
2002
2,552.0
5,433.2
3,490.4
20,327.4
.5
2.9
6,043.0
25,763.6
2003
2,559.5
5,540.0
3,529.7
21,073.7
.5
2.9
6,089.6
26,616.6
2004
2,563.1
5,683.9
3,547.5
21,850.3
.5
2.9
6,111.1
27,537.2
2005-I
2,542.4
1,449.4
3,518.6
5,606.1
.4
.7
6,061.5
7,056.2
2005-II
2,547.6
1,448.3
3,534.7
5,654.3
.4
.7
6,082.7
7,103.3
2005-III
2,559.7
1,452.7
3,560.5
5,718.2
.4
.7
6,120.7
7,171.6
2005-IV
2,569.7
1,457.2
3,583.4
5,777.9
.4
.7
6,153.5
7,235.7
2006-I
2,570.9
1,485.4
3,594.6
5,935.2
.4
.7
6,165.9
7,421.3
2006-II
2,577.1
1,488.1
3,613.6
5,990.0
.4
.7
6,191.1
7,478.8
2006-III
2,590.6
1,496.6
3,643.2
6,062.5
.4
.7
6,234.2
7,559.7
2006-IV
2,602.8
1,505.7
3,670.8
6,132.3
.4
.7
6,274.0
7,638.7
2007-I
2,605.7
1,541.5
3,685.8
6,317.2
.4
.7
6,291.9
7,859.3
2007-II
2,612.6
1,545.6
3,707.7
6,379.0
.4
.7
6,320.7
7,925.3
2007-III
2,627.4
1,555.9
3,740.8
6,460.5
.4
.7
6,368.6
8,017.2
2007-IV
2,641.4
1,567.3
3,772.8
6,540.8
.4
.7
6,414.6
8,108.9
2008-I
2,645.7
1,614.0
3,791.7
6,776.6
.4
.7
6,437.8
8,391.3
2008-II
2,653.7
1,619.2
3,817.0
6,847.5
.4
.7
6,471.2
8,467.4
2008-III
2,670.1
1,631.1
3,854.5
6,940.5
.4
.7
6,525.0
8,572.3
2008-IV
2,686.3
1,644.6
3,891.9
7,034.2
.4
.7
6,578.6
8,679.5
2009-I
2,692.7
1,697.0
3,915.6
7,302.2
.4
.7
6,608.6
8,999.9
2009-II
2,702.6
1,705.0
3,945.8
7,385.5
.4
.7
6,648.8
9,091.2
2009-III
2,721.5
1,720.3
3,989.2
7,494.1
.4
.7
6,711.0
9,215.1
2009-IV
2,741.1
1,737.9
4,034.0
7,606.1
.4
.7
6,775.5
9,344.7
2010-I
2,749.6
1,795.9
4,063.1
7,904.2
.4
.7
6,813.1
9,700.7
2010-II
2,759.8
1,805.0
4,096.0
7,996.9
.4
.7
6,856.2
9,802.7
2010-III
2,779.2
1,822.0
4,142.8
8,117.5
.4
.7
6,922.4
9,940.3
2010-IV
2,799.7
1,841.7
4,191.7
8,242.8
.4
.7
6,991.8
10,085.2
2011-I
2,808.6
1,904.0
4,224.0
8,569.5
.4
.7
7,033.0
10,474.3
2011-II
2,818.9
1,914.3
4,259.7
8,673.3
.4
.7
7,079.0
10,588.3
2011-III
2,838.8
1,933.0
4,310.2
8,807.8
.4
.7
7,149.4
10,741.5
2011-IV
2,860.1
1,954.7
4,363.3
8,948.3
.4
.7
7,223.7
10,903.7
2012-I
2,869.7
2,021.7
4,399.6
9,308.6
.4
.7
7,269.7
11,331.0
2012-II
2,881.3
2,033.3
4,440.3
9,428.5
.4
.7
7,321.9
11,462.6
2012-III
2,903.0
2,054.1
4,496.9
9,583.1
.4
.7
7,400.2
11,638.0
2012-IV
2,926.8
2,078.6
4,557.3
9,746.8
.4
.8
7,484.4
11,826.1
2013-I
2,937.9
2,150.7
4,599.1
10,147.9
.4
.8
7,537.5
12,299.4
2013-II
2,949.7
2,162.8
4,643.5
10,282.6
.4
.8
7,593.6
12,446.2
2013-III
2,971.9
2,184.9
4,704.8
10,455.6
.4
.8
7,677.1
12,641.2
2013-IV
2,996.6
2,210.9
4,770.5
10,639.5
.4
.8
7,767.4
12,851.2
2014-I
3,007.9
2,287.3
4,816.2
11,081.2
.4
.8
7,824.5
13,369.3
2014-II
3,019.1
2,299.2
4,863.4
11,228.8
.4
.8
7,882.8
13,528.7
2014-III
3,040.9
2,321.5
4,928.3
11,418.2
.4
.8
7,969.6
13,740.6
2014-IV
3,065.3
2,348.2
4,997.9
11,619.7
.4
.8
8,063.6
13,968.8

Sources:

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.


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