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2014 OASDI Trustees Report
Office of the Chief Actuary
Actuarial Publications
2014 Trustees Report
Contents
Tables
Figures
LIST OF FIGURES
II. OVERVIEW
II.D1 Short-Range OASI and DI Combined Trust Fund Ratio
II.D2 OASDI Income, Cost, and Expenditures as Percentages of
Taxable Payroll
II.D3 DI Income, Cost, and Expenditures as Percentages of
Taxable Payroll
II.D4 Number of
Covered Workers
Per OASDI Beneficiary
II.D5 OASDI Cost and Non-interest Income as a Percentage
of GDP
II.D6 Cumulative Scheduled OASDI Income Less Cost,
From Program Inception Through Years 2013-88
II.D7 Long-Range OASI and DI Combined Trust Fund Ratios
Under Alternative Scenarios
II.D8 Long-Range OASI and DI Combined Trust Fund Ratios
From Stochastic Modeling
II.D9 OASDI Annual Balances: 2013 and 2014 Trustees Reports
IV. ACTUARIAL ESTIMATES
IV.A1 Short-Range OASI and DI Trust Fund Ratios
IV.B1 Long-Range OASI and DI Annual Income Rates and
Cost Rates
IV.B2 Number of OASDI Beneficiaries Per 100 Covered Workers
IV.B3 Long-Range OASI and DI Trust Fund Ratios
IV.B4 OASDI Annual Balances: 2013 and 2014 Trustees Reports
V. ASSUMPTIONS AND METHODS UNDERLYING
ACTUARIAL ESTIMATES
V.C1 Primary-Insurance-Amount Formula for Those Newly
Eligible in 2014
V.C2 OASI Maximum-Family-Benefit Formula for Those Newly
Eligible in 2014
V.C3 DI Disability Incidence Rates, 1970-2090
V.C4 DI Disability Termination Rates, 1970-2090
V.C5 Comparison of DI Disability Incidence Rates, Termination
Rates and Conversion Ratios Under
Intermediate Assumptions, 1970-2090
V.C6 DI Disability Prevalence Rates, 1970-2090
VI. APPENDICES
VI.E1 Long-Range OASDI Cost Rates From Stochastic Modeling
VI.E2 Long-Range OASDI Trust Fund Ratios From
Stochastic Modeling
VI.E3 OASDI Cost Rates: Comparison of Stochastic to Low-Cost, Intermediate, and High-Cost Alternatives
VI.E4 OASDI Trust Fund (Unfunded Obligation) Ratios:
Comparison of Stochastic to Low-Cost, Intermediate,
and High-Cost Alternatives
VI.G1 Estimated OASDI Income and Cost in CPI-indexed
2014 Dollars, Based on Intermediate Assumptions