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

Effective January 1957, monthly benefits have been payable from the OASI Trust Fund to disabled children aged 18 and over of retired and deceased workers in those cases for which the disability began before age 18. The age before which disability is required to have begun was subsequently changed to age 22. Effective February 1968, reduced monthly benefits have been payable from this trust fund 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.

On December 31, 2004, about 828,000 persons were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes 29,000 mothers and fathers (wives or husbands under age 65 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. Benefits paid from this trust fund to the persons described above totaled $5,945 million in calendar year 2004. Table VI.G1 shows these and similar figures for selected calendar years during 1960-2004, and estimated experience for 2005-14 based on the intermediate set of assumptions.

Table VI.G1.—Benefit Disbursements From the OASI Trust Fund
With Respect to Disabled Beneficiaries

[Beneficiaries in thousands; benefit payments in millions]
Calendar year		Disabled beneficiaries, end of year			Amount of benefit payments1
Calendar year		Total	Children 2	Widows- widowers 3	Total	Children 2	Widows- widowers 4
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

	1986	614	565	49	2,219	2,022	197
	1987	629	580	49	2,331	2,128	203
	1988	640	591	48	2,518	2,307	211
	1989	651	602	49	2,680	2,459	221
	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	826	721	105	5,746	4,979	764
	2004	828	723	105	5,945	5,162	781
Estimates:
	2005	838	732	106	6,222	5,396	817
	2006	846	740	106	6,444	5,601	835
	2007	852	748	104	6,678	5,828	842
	2008	858	756	102	6,961	6,093	859
	2009	864	763	101	7,265	6,377	878

	2010	871	771	100	7,580	6,667	901
	2011	878	778	100	7,927	6,973	940
	2012	884	785	100	8,280	7,287	979
	2013	891	791	99	8,644	7,611	1,017
	2014	895	797	98	9,003	7,944	1,042

1Beginning in 1966, includes payments for vocational rehabilitation services.

2Also includes certain mothers and fathers (see text).

3In 1984 and later years, only disabled widows and widowers aged 50-59 are included because disabled widows and widowers aged 60-64 would be eligible for the same benefit as a nondisabled aged widow or widower; therefore, they are not receiving benefits solely because of a disability.

4In 1983 and prior years, reflects 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) as compared to the higher nondisabled widow's and widower's benefits that would otherwise be payable. In 1984 and later years, only benefit payments to disabled widows and widowers aged 50-59 are included (see footnote 3).

Total benefit payments from the OASI Trust Fund with respect to disabled beneficiaries are estimated to increase from $6,222 million in calendar year 2005 to $9,003 million in calendar year 2014, based on the intermediate assumptions.

In calendar year 2004, 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 latter fund to all children and spouses of disabled-worker beneficiaries) totaled $84,197 million. Of this amount, $5,945 million or 7.1 percent represented payments from the OASI Trust Fund. These and similar figures for selected calendar years during 1960-2004 and estimates for calendar years 2005-14 are presented in table VI.G2.

Table VI.G2.—Benefit Disbursements Under the OASDI Program
With Respect to Disabled Beneficiaries

[Amounts in millions]
Calendar year		Total 1	DI Trust Fund 2	OASI Trust Fund
Calendar year		Total 1	DI Trust Fund 2	Amount 3	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

	1986	22,075	19,856	2,219	10.1
	1987	22,858	20,527	2,331	10.2
	1988	24,226	21,708	2,518	10.4
	1989	25,591	22,911	2,680	10.5
	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	76,698	70,952	5,746	7.5
	2004	84,197	78,251	5,945	7.1
Estimates:
	2005	90,153	83,930	6,222	6.9
	2006	95,466	89,022	6,444	6.8
	2007	101,507	94,829	6,678	6.6
	2008	108,270	101,309	6,961	6.4
	2009	117.005	109,739	7,265	6.2

	2010	122,721	115,141	7,580	6.2
	2011	128,843	120,916	7,927	6.2
	2012	137,057	128,777	8,280	6.0
	2013	144,536	135,892	8,644	6.0
	2014	152,481	143,478	9,003	5.9

1Beginning in 1966, includes payments for vocational rehabilitation services.

2Benefit payments to disabled workers and their children and spouses.

3Benefit payments to disabled children aged 18 and over, to certain mothers and fathers (see text), and to disabled widows and widowers (see footnote 4, table VI.G1).

2005 OASDI Trustees Report

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

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


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