2005 OASDI Trustees Report |
||||||
II.B1 Summary of 2004 Trust Fund Financial Operations
II.B2 Tax Rates for 2004 and Later
II.D2 Reasons for Change in the 75-Year Actuarial Balance Under 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 2004
III.A2 Operations of the DI Trust Fund, Calendar Year 2004
III.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Year 2004
III.A7 Trust Fund Investment Transactions, Calendar Year 2004
IV.A1 Operations of the OASI Trust Fund, Calendar Years 2000-14
IV.A2 Operations of the DI Trust Fund, Calendar Years 2000-14
IV.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 2000-14
IV.A4 Reasons for Change in Trust Fund Ratios at the Beginning of the Tenth Year of Projection
IV.B1 Estimated Annual Income Rates, Cost Rates, and Balances Calendar Years 1990-2080
IV.B2 Covered Workers and Beneficiaries, Calendar Years 1945-2080
IV.B3 Estimated Trust Fund Ratios, Calendar Years 2005-80
IV.B4 Components of Summarized Income Rates and Cost Rates, Calendar Years 2005-79
IV.B5 Components of 75-Year Actuarial Balance Under Intermediate Assumptions (2005-79)
IV.B6 Unfunded OASDI Obligations for 1935 (Program Inception) Through the Infinite Horizon
IV.B9 Reasons for Change in the 75-Year Actuarial Balance Under Intermediate Assumptions
V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES
V.A1 Principal Demographic Assumptions, Calendar Years 1940-2080
V.A2 Social Security Area Population as of July 1 and Dependency Ratios, Calendar Years 1950-2080
V.B1 Principal Economic Assumptions
V.B2 Additional Economic Factors
V.C2 Selected Wage-Indexed Program Amounts, Calendar Years 1978-2014
V.C5 Long-Range Ultimate Disabled Worker Age-Sex-Adjusted Incidence Rates
V.C6 DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2080
A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS
VI.A1 Contribution and Benefit Base and Contribution Rates
VI.A2 Historical Operations of the OASI Trust Fund, Calendar Years 1937-2004
VI.A3 Historical Operations of the DI Trust Fund, Calendar Years 1957-2004
VI.A4 Historical Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2004
VI.A5 Assets of the OASI Trust Fund, End of Calendar Years 2003 and 2004
VI.A6 Assets of the DI Trust Fund, End of Calendar Years 2003 and 2004
B. HISTORY OF ACTUARIAL BALANCE ESTIMATES
VI.B1 Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1982-2005
C. FISCAL YEAR HISTORICAL DATA AND PROJECTIONS THROUGH 2014
VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2004
VI.C2 Operations of the DI Trust Fund, Fiscal Year 2004
VI.C3 Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2004
VI.C4 Operations of the OASI Trust Fund in Fiscal Years 2000-14
VI.C5 Operations of the DI Trust Fund in Fiscal Years 2000-14
VI.C6 Operations of the Combined OASI and DI Trust Funds in Fiscal Years 2000-14
D. LONG-RANGE SENSITIVITY ANALYSIS
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
F. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED
VI.F1 Contribution Rates for the OASDI and HI Programs
VI.F2 Estimated OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2005-80
VI.F5 Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2005-80
VI.F6 Selected Economic Variables, Calendar Years 2004-80
VI.F8 Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2005-80
G. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES
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
Privacy Policy | Website Policies & Other Important Information | Site Map | Actuarial Publications | 3/23/2005 |