2014 OASDI Trustees Report

H. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES

(Required by section 201(c) of the Social Security Act)

Effective January 1957, the OASI Trust Fund pays monthly benefits to disabled children aged 18 and over of retired and deceased workers if the disability began before age 18. The age by which disability must have begun was later changed to age 22. Effective February 1968, the OASI Trust Fund pays reduced monthly benefits to disabled widows and widowers at ages 50 and over. Effective January 1991, the requirements for the disability of the widow or widower were made less restrictive.

As of December 31, 2013, about 1,065,000 individuals were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes approximately 26,000 mothers and fathers (wives or husbands under normal retirement age of retired-worker beneficiaries and widows or widowers of deceased insured workers) who met all other qualifying requirements and were receiving unreduced benefits solely because they had disabled-child beneficiaries (or disabled children aged 16 or 17) in their care. In calendar year 2013, the OASI Trust Fund paid a total of $9,953 million to the people described above. Table VI.H1 shows OASI scheduled benefits for disability for selected calendar years during 1960-2013 and estimates for 2014-23 based on the intermediate set of assumptions.

Table VI.H1.—Benefit Disbursements From the OASI Trust Fund
With Respect to Disabled Beneficiaries

[Beneficiaries in thousands; scheduled benefits in millions]

Calendar year		Disabled beneficiaries, end of year				Amount of scheduled benefitsa
		Total	Children  b	Widows- widowers  c		Total	Children b	Widows- widowers  d
Historical data:
	1960	117	117	—		$59	$59	—
	1965	214	214	—		134	134	—
	1970	316	281	36		301	260	$41
	1975	435	376	58		664	560	104
	1980	519	460	59		1,223	1,097	126
	1985	594	547	47		2,072	1,885	187
	1990	662	613	49		2,882	2,649	233
	1991	687	627	61		3,179	2,875	304
	1992	715	643	72		3,459	3,079	380
	1993	740	659	81		3,752	3,296	456
	1994	758	671	86		3,973	3,481	492
	1995	772	681	91		4,202	3,672	531
	1996	782	687	94		4,410	3,846	565
	1997	789	693	96		4,646	4,050	596
	1998	797	698	99		4,838	4,210	627
	1999	805	702	102		4,991	4,336	655
	2000	811	707	104		5,203	4,523	680
	2001	817	712	105		5,520	4,802	718
	2002	823	717	106		5,773	5,024	749
	2003	827	722	105		5,950	5,184	764
	2004	828	723	105		6,099	5,316	781
	2005	836	728	108		6,449	5,556	834
	2006	840	732	108		6,720	5,852	864
	2007	851	744	107		7,053	6,181	869
	2008	922	813	109		7,688	6,776	908
	2009	969	857	112		8,595	7,618	974
	2010	996	879	117		8,858	7,848	1,008
	2011	1,020	899	121		9,136	8,085	1,050
	2012	1,045	920	125		9,698	8,595	1,102
	2013	1,065	939	126		9,953	8,840	1,109
Estimates under the intermediate assumptions:
	2014	1,083	958	125		10,441	9,305	1,128
	2015	1,100	976	124		10,832	9,695	1,130
	2016	1,117	994	123		11,278	10,139	1,132
	2017	1,132	1,012	121		11,756	10,612	1,136
	2018	1,148	1,029	119		12,282	11,126	1,147
	2019	1,163	1,046	117		12,850	11,680	1,161
	2020	1,178	1,062	116		13,465	12,269	1,187
	2021	1,194	1,078	116		14,110	12,877	1,223
	2022	1,210	1,094	116		14,794	13,517	1,267
	2023	1,226	1,110	117		15,502	14,187	1,304

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a

Beginning in 1966, includes payments for vocational rehabilitation services.

b

Also includes certain mothers and fathers (see text).

c

In 1984 and later years, includes only disabled widows and widowers aged 50-59, because disabled widows and widowers age 60 and older are eligible for the same benefit as a nondisabled aged widow or widower. Therefore, they are not receiving benefits solely because of a disability.

d

In 1983 and prior years, includes the offsetting effect of lower benefits payable to disabled widows and widowers who continued to receive benefits after attaining age 60 (62, for disabled widowers prior to 1973), compared to the higher nondisabled widow’s and widower’s benefits that would otherwise be payable. In 1984 and later years, includes only scheduled benefits to disabled widows and widowers aged 50-59 (see footnote c).

Note: Totals do not necessarily equal the sums of rounded components.

Under the intermediate assumptions, estimated total scheduled benefits from the OASI Trust Fund with respect to disabled beneficiaries will increase from $10,441 million in calendar year 2014 to $15,502 million in calendar year 2023.

In calendar year 2013, benefit payments (including expenditures for vocational rehabilitation services) with respect to disabled persons from the OASI Trust Fund and from the DI Trust Fund (including payments from the DI fund to all children and spouses of disabled-worker beneficiaries) totaled $150,108 million. Of this amount, $9,953 million, or 6.6 percent, represented payments from the OASI Trust Fund. Table VI.H2 contains these and similar figures for selected calendar years during 1960-2013 and estimates for calendar years 2014-23.

Table VI.H2.—Benefit Disbursements Under the OASDI Program
With Respect to Disabled Beneficiaries 

[Amounts in millions]

Calendar year		Total a	DI Trust Fund  b	OASI Trust Fund
				Amount  c	Percentage of total
Historical data:
	1960	$627	$568	$59	9.4
	1965	1,707	1,573	134	7.9
	1970	3,386	3,085	301	8.9
	1975	9,169	8,505	664	7.2
	1980	16,738	15,515	1,223	7.3
	1985	20,908	18,836	2,072	9.9
	1990	27,717	24,835	2,882	10.4
	1991	30,877	27,698	3,179	10.3
	1992	34,583	31,124	3,459	10.0
	1993	38,378	34,626	3,752	9.8
	1994	41,730	37,757	3,973	9.5
	1995	45,140	40,937	4,202	9.3
	1996	48,615	44,205	4,410	9.1
	1997	50,358	45,712	4,646	9.2
	1998	53,062	48,224	4,838	9.1
	1999	56,390	51,399	4,991	8.9
	2000	60,204	55,001	5,203	8.6
	2001	65,157	59,637	5,520	8.5
	2002	71,493	65,721	5,773	8.1
	2003	76,902	70,952	5,950	7.7
	2004	84,350	78,251	6,099	7.2
	2005	91,835	85,386	6,449	7.0
	2006	99,165	92,446	6,720	6.8
	2007	106,200	99,147	7,053	6.6
	2008	114,064	106,376	7,688	6.7
	2009	127,002	118,407	8,595	6.8
	2010	133,103	124,245	8,858	6.7
	2011	138,115	128,979	9,136	6.6
	2012	146,623	136,925	9,698	6.6
	2013	150,108	140,155	9,953	6.6
Estimates under the intermediate assumptions:
	2014	153,769	143,328	10,441	6.8
	2015	158,124	147,292	10,832	6.9
	2016	163,426	152,147	11,278	6.9
	2017	169,023	157,266	11,756	7.0
	2018	175,167	162,886	12,282	7.0
	2019	182,009	169,158	12,850	7.1
	2020	189,399	175,934	13,465	7.1
	2021	198,614	184,504	14,110	7.1
	2022	208,179	193,385	14,794	7.1
	2023	217,988	202,486	15,502	7.1

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a

Beginning in 1966, includes payments for vocational rehabilitation services.

b

Scheduled benefits for disabled workers and their children and spouses.

c

Scheduled benefits for disabled children aged 18 and over, for certain mothers and fathers (see text), and for disabled widows and widowers (see footnote d, table VI.H1).

Note: Totals do not necessarily equal the sums of rounded components.