The 2010 OASDI Trustees Report

• II.   OVERVIEW

  II.B1	Summary of 2009 Trust Fund Financial Operations
  II.B2	Tax Rates for 2009 and Later
  II.C1	Long-Range Valuesa of Key Demographic and Economic Assumptions for the 75-year Projection Period
  II.D1	Projected Maximum Trust Fund Ratios Attained and Trust Fund Exhaustion Dates
  II.D2	Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions

• III.   FINANCIAL OPERATIONS OF THE TRUST FUNDS AND LEGISLATIVE CHANGES IN THE LAST YEAR

  III.A1	Operations of the OASI Trust Fund, Calendar Year 2009
  III.A2	Operations of the DI Trust Fund, Calendar Year 2009
  III.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Year 2009
  III.A4	Comparison of Actual Calendar Year 2009 Trust Fund Operations With Estimates Made in Prior Reports
  III.A5	Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2008 and 2009
  III.A6	Administrative Expenses as a Percentage of Contribution Income and of Total Expenditures, Calendar Years 2005-09
  III.A7	Trust Fund Investment Transactions, Calendar Year 2009

• IV.   ACTUARIAL ESTIMATES

  IV.A1	Operations of the OASI Trust Fund, Calendar Years 2005-19
  IV.A2	Operations of the DI Trust Fund, Calendar Years 2005-19
  IV.A3	Operations of the Combined OASI and DI Trust Funds, Calendar Years 2005-19
  IV.A4	Reasons for Change in Trust Fund Ratios at the Beginning of the Tenth Year of Projection
  IV.B1	Annual Income Rates, Cost Rates, and Balances, Calendar Years 1990-2085
  IV.B2	Covered Workers and Beneficiaries, Calendar Years 1945-2085
  IV.B3	Trust Fund Ratios, Calendar Years 2010-85
  IV.B4	Components of Summarized Income Rates and Cost Rates, Calendar Years 2010-84
  IV.B5	Components of 75-Year Actuarial Balance Under Intermediate Assumptions
  IV.B6	Unfunded OASDI Obligations for 1935 (Program Inception) Through the Infinite Horizon, Based on Intermediate Assumptions
  IV.B7	Present Values of OASDI Cost Less Tax Revenue and Unfunded Obligations for Program Participants, Based on Intermediate Assumptions
  IV.B8	Comparison of Long-Range Actuarial Balances With the Minimum Allowable in the Test for Close Actuarial Balance, Based on Intermediate Assumptions
  IV.B9	Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions

• V.   ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES

  V.A1	Principal Demographic Assumptions, Calendar Years 1940-2085
  V.A2	Social Security Area Population as of July and Dependency Ratios, Calendar Years 1950-2085
  V.A3	Period Life Expectancy
  V.A4	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, 1975-2019
  V.C2	Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2019
  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 1945-2085
  V.C5	DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2085

• VI.   APPENDICES

  VI.A1	Contribution and Benefit Base and Contribution Rates
  VI.A2	Operations of the OASI Trust Fund, Calendar Years 1937-2009
  VI.A3	Operations of the DI Trust Fund, Calendar Years 1957-2009
  VI.A4	Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2009
  VI.A5	Assets of the OASI Trust Fund, End of Calendar Years 2008 and 2009
  VI.A6	Assets of the DI Trust Fund, End of Calendar Years 2008 and 2009
  VI.B1	Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1982-2010
  VI.C1	Operations of the OASI Trust Fund, Fiscal Year 2009
  VI.C2	Operations of the DI Trust Fund, Fiscal Year 2009
  VI.C3	Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2009
  VI.C4	Operations of the OASI Trust Fund, Fiscal Years 2005-19
  VI.C5	Operations of the DI Trust Fund, Fiscal Years 2005-19
  VI.C6	Operations of the Combined OASI and DI Trust Funds, Fiscal Years 2005-19
  VI.D1	Sensitivity to Varying Fertility Assumptions
  VI.D2	Sensitivity to Varying Death-Rate Assumptions
  VI.D3	Sensitivity to Varying Net-Immigration Assumptions
  VI.D4	Sensitivity to Varying Real-Wage Assumptions
  VI.D5	Sensitivity to Varying CPI-Increase Assumptions
  VI.D6	Sensitivity to Varying Real-Interest Assumptions
  VI.D7	Sensitivity to Varying Disability Incidence Assumptions
  VI.D8	Sensitivity to Varying Disability Termination Assumptions
  VI.E1	Long-Range Estimates Relating to the Actuarial Status of the Combined OASDI Program
  VI.F1	Contribution Rates for the OASDI and HI Programs
  VI.F2	OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2010-85
  VI.F3	Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2010-84
  VI.F4	OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2010-85
  VI.F5	Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2010-85
  VI.F6	Selected Economic Variables, Calendar Years 2009-85
  VI.F7	Operations of the Combined OASI and DI Trust Funds, in Constant 2010 Dollars, Calendar Years 2010-85
  VI.F8	Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2010-85
  VI.F9	OASDI and HI Annual Income Excluding Interest, Cost, and Balance in Current Dollars, Calendar Years 2010-85
  VI.F10	Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2010-85
  VI.G1	Benefit Disbursements From the OASI Trust Fund With Respect to Disabled Beneficiaries
  VI.G2	Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries