2024 OASDI Trustees Report

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INDEX
A
Actuarial balance 12, 17, 54, 71, 76, 171, 187
Actuarial deficit 5, 17, 27, 73, 218
Actuarial estimates, LR 54
Actuarial estimates, SR 42
Adjusted program amounts 120
Administrative expenses 7, 39, 55, 158, 161, 180, 219, 227
Advance tax transfers 42, 67, 164
Amendments 41
Annual balance 24, 54, 77
Asset reserves 2, 7, 11, 33, 180, 194, 213
Assumptions 83, 103, 120, 171, 187, 214, 219, 224, 236
Automatic cost-of-living benefit increase 47, 105, 120
Auxiliary benefits 130
Average benefits 153
Average earnings assumptions 107
Average indexed monthly earnings (AIME) 124
Average wage index 120, 224
Award 132
B
Baby-boom generation 26, 55, 64, 113, 139
Bend points 124
Beneficiaries, DI 138
Beneficiary 14, 47, 64, 83, 121, 175, 188, 219, 227, 236
Beneficiary, OASI 132
Benefit payments 7, 55, 154, 161, 180
Benefit termination 9
Best estimate 9, 42, 83
Board of Trustees 42, 103, 159
C
Constant dollars 229
Consumer Price Index 105, 193, 224, 241
Contribution and benefit base 46, 107, 121, 241
Contributions 7, 159, 180, 213, 219, 227, 240
Cost 3, 7, 33, 49
Cost rate 4, 55, 213
Cost-of-living adjustment 120
Covered earnings 7, 120, 223
Covered employment 10, 46, 107, 128, 159
Covered worker 66, 190
Creditable earnings 243
Current dollars 224
Current-payment status 49, 143, 144, 241
D
Deemed wage credit 55
Delayed retirement credit 127
Demographic assumptions 9, 24, 42, 84, 113, 120, 171, 225, 240
DI beneficiaries 138
Disability 159, 190, 236
Disability incidence rate 83, 138, 141, 190, 196, 240
Disability Insurance Trust Fund 242
Disability prevalence rate 144, 146
Disability termination rate 197
Disabled-worker benefit 141, 244
E
Earnings 2, 7, 55, 107, 121, 159, 172, 213, 223, 224, 240
Earnings test 121, 241
Economic assumptions 9, 24, 42, 52, 103, 113, 120, 171, 225, 240
Excess wages 55, 224
Expenditures 42, 245
exposed population 132, 140, 196, 245
F
Federal Insurance Contributions Act 213, 250
Fertility assumptions 84
Financial interchange 7, 158, 161
Fiscal year 164, 179
Full advance funding 245
G
General Fund of the Treasury 45, 47, 49, 51, 164, 166, 168, 184, 185, 186, 240
General fund reimbursement 246
Gross domestic product 4, 12, 61, 83, 104, 115, 219
Gross domestic product projections 115
H
High-cost assumptions 10, 19, 42, 56, 83, 103, 142, 187, 207, 214, 224, 240
Hospital Insurance program 150, 213, 248
Hospital Insurance Trust Fund 219
I
Immigration 9, 83, 91, 190, 240, 247
Immigration assumptions 91
Income rate 4, 13, 55, 213
Infinite horizon 12
Inflation 9, 83, 105, 224, 240
Inflation assumptions 105
Insured population 9, 129
Insured status 125
Interest 116, 160, 171, 180, 215, 240
Interest rate 83, 171, 194, 240
Interest rate projections 116
Interest rates 9
Interfund borrowing 164, 247
Intermediate assumptions 10, 42, 47, 56, 83, 142, 187, 215, 219, 224, 228, 229, 230, 236, 240
L
Labor force projections 112
Lawful Permanent Resident (LPR) immigration 91
Legal immigration 247, 248
Life expectancy 83, 100, 112, 248
Life expectancy estimates 100
Long range 12, 54, 84, 132, 171, 213, 219
Low-cost assumptions 10, 19, 42, 56, 83, 103, 142, 187, 207, 214, 224, 240
Lump-sum death payment 154
M
Medicare 86, 248
Military service 55, 159, 164, 166, 168
N
National average wage index 224
Normal retirement age 121, 138, 154, 243
O
OASI beneficiaries 132
Old-Age and Survivors Insurance Trust Fund 159, 242
Old-law base 125
Other immigration 249
Other-than-LPR immigration 91
P
Par value 161
Partial advance funding 250
Pay-as-you-go financing 171
Payroll taxes 2, 120, 147, 175, 209, 213, 227
Population estimates 97
Present value 171
Primary insurance amount (PIA) 124
Productivity assumptions 104
Q
Quarters of coverage 129
R
Railroad Retirement 55, 71, 125, 158, 161, 180, 181, 182, 213, 219, 227, 242
Reallocation of tax rates 251
Retired-worker benefit 132, 190, 236
Retirement age 121, 154, 243
Retirement earnings test 121
Retirement eligibility age 190
S
Scenario-based model 251
Scheduled benefits 193, 219, 227, 238, 251
Self-employment 55, 105, 214, 250
Self-Employment Contributions Act 250, 251
Sensitivity analysis 187
Short range 11, 42, 132
Social Security Act 120, 160, 224, 236, 242
Social Security amendments 41
Solvency 252
Special public-debt obligation 119, 160, 194
Stochastic projections 199
Substantial gainful activity 138, 244
Summarized balance 220
Summarized income and cost rates 71, 171, 187, 217, 240
Supplemental Security Income 180
Supplementary Medical Insurance program 213, 248
Survivor benefit 2, 8, 135, 241
Sustainable solvency 67, 68
T
Taxable earnings 46, 66, 121, 172, 241
Taxable payroll 5, 27, 55, 105, 129, 171, 188, 213, 219, 224, 242
Taxable ratio 195
Taxable self-employment income 253
Taxable wages 152, 214, 254
Taxation of benefits 7, 152, 219, 227, 247
Taxes 7, 120, 214
Termination 83
Termination rate 9, 132, 197, 240
Test of long-range close actuarial balance 54, 67, 69
Test of short-range financial adequacy 11, 12, 43, 44, 69, 70, 254
Total fertility rate 84, 187
Trust fund financial operations 7, 29, 43, 159
Trust fund ratio 11, 42, 54, 67, 164, 184, 256
Trust fund reserves 42
U
Unemployment projections 112
Unfunded obligation 5, 12, 17, 19, 54, 74, 75, 210, 211, 249, 256, 257
Unnegotiated check 180
V
Valuation period 17, 52, 54, 171, 187, 217, 240
Vocational rehabilitation 55, 161, 181, 219, 227, 238, 242
Y
Year of depletion 13, 17, 54, 69

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