2007 OASDI Trustees Report
2007 OASDI Trustees Report |
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VI. APPENDICES
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, 2006, about 839,000 persons were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes 27,000 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 $6,737 million in calendar year 2006. Table VI.G1 shows these and similar figures for selected calendar years during 1960-2006, and estimated experience for 2007-16 based on the intermediate set of assumptions.
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Calendar year
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Disabled beneficiaries, end of year
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Amount of benefit payments1
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|---|---|---|---|---|---|---|---|---|
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Total
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Children 2
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Widows-
widowers 3 |
Total
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Children 2
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Widows-
widowers 4 |
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Historical data:
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1960
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117
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117
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-
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$59
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$59
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-
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1965
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214
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214
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-
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134
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134
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-
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1970
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316
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281
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36
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301
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260
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$41
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1975
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435
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376
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58
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664
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560
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104
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1980
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519
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460
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59
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1,223
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1,097
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126
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1985
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594
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547
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47
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2,072
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1,885
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187
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1986
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614
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565
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49
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2,219
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2,022
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197
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1987
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629
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580
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49
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2,331
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2,128
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203
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1988
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640
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591
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48
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2,518
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2,307
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211
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1989
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651
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602
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49
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2,680
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2,459
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221
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1990
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662
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613
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49
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2,882
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2,649
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233
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1991
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687
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627
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61
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3,179
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2,875
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304
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1992
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715
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643
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72
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3,459
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3,079
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380
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1993
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740
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659
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81
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3,752
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3,296
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456
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1994
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758
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671
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86
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3,973
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3,481
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492
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1995
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772
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681
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91
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4,202
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3,672
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531
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1996
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782
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687
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94
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4,410
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3,846
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565
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1997
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789
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693
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96
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4,646
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4,050
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596
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1998
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797
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698
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99
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4,838
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4,210
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627
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1999
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805
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702
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102
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4,991
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4,336
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655
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2000
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811
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707
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104
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5,203
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4,523
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680
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2001
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817
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712
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105
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5,520
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4,802
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718
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2002
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823
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717
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106
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5,773
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5,024
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749
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2003
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826
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721
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105
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5,746
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4,979
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764
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2004
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828
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723
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105
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5,945
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5,162
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781
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2005
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835
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727
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108
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6,288
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5,386
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843
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2006
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839
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732
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108
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6,737
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5,848
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885
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Estimates:
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2007
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849
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743
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106
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7,102
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6,200
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890
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2008
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859
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754
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105
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7,370
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6,461
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899
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2009
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871
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767
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104
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7,687
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6,756
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918
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2010
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882
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779
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103
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8,056
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7,101
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940
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2011
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894
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792
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101
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8,539
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7,556
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964
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2012
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904
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804
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100
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8,989
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7,977
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989
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2013
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913
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816
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98
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9,447
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8,407
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1,015
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2014
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922
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826
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96
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9,896
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8,839
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1,030
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2015
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929
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836
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93
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10,363
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9,286
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1,047
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2016
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936
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845
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91
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10,843
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9,749
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1,060
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| 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). |
Note: Totals do not necessarily equal the sums of rounded components.
Total benefit payments from the OASI Trust Fund with respect to disabled beneficiaries are estimated to increase from $7,102 million in calendar year 2007 to $10,843 million in calendar year 2016, based on the intermediate assumptions.
In calendar year 2006, 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 $99,182 million. Of this amount, $6,737 million or 6.8 percent represented payments from the OASI Trust Fund. These and similar figures for selected calendar years during 1960-2006 and estimates for calendar years 2007-16 are presented in table VI.G2.
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Calendar year
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Total 1
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DI Trust Fund 2
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OASI Trust Fund
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Amount 3
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Percentage of total
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Historical data:
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1960
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$627
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$568
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$59
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9.4
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1965
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1,707
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1,573
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134
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7.9
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1970
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3,386
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3,085
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301
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8.9
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1975
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9,169
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8,505
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664
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7.2
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1980
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16,738
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15,515
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1,223
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7.3
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1985
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20,908
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18,836
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2,072
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9.9
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1986
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22,075
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19,856
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2,219
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10.1
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1987
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22,858
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20,527
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2,331
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10.2
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1988
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24,226
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21,708
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2,518
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10.4
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1989
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25,591
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22,911
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2,680
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10.5
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1990
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27,717
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24,835
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2,882
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10.4
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1991
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30,877
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27,698
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3,179
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10.3
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1992
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34,583
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31,124
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3,459
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10.0
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1993
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38,378
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34,626
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3,752
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9.8
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1994
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41,730
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37,757
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3,973
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9.5
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1995
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45,140
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40,937
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4,202
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9.3
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1996
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48,615
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44,205
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4,410
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9.1
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1997
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50,358
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45,712
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4,646
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9.2
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1998
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53,062
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48,224
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4,838
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9.1
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1999
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56,390
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51,399
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4,991
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8.9
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2000
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60,204
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55,001
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5,203
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8.6
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2001
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65,157
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59,637
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5,520
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8.5
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2002
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71,493
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65,721
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5,773
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8.1
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2003
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76,698
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70,952
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5,746
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7.5
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2004
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84,197
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78,251
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5,945
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7.1
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2005
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91,674
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85,386
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6,288
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6.9
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2006
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99,182
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4 92,446
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6,737
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6.8
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Estimates:
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2007
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106,405
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99,303
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7,102
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6.7
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2008
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110,792
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103,422
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7,370
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6.7
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2009
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117,680
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109,993
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7,687
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6.5
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2010
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125,536
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117,480
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8,056
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6.4
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2011
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131,834
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123,294
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8,539
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6.5
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2012
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141,011
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132,022
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8,989
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6.4
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2013
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149,271
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139,824
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9,447
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6.3
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2014
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157,672
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147,776
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9,896
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6.3
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2015
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166,618
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156,255
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10,363
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6.2
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2016
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175,901
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165,059
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10,843
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6.2
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| 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). 4Excludes reimbursement in 2006 of $0.7 billion for excess amounts of voluntary income tax withholding in 1999-2005. |
Note: Totals do not necessarily equal the sums of rounded components.
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