2007 OASDI Trustees Report |
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II. OVERVIEW
II.B1 Summary of 2006 Trust Fund Financial Operations
II.B2 Tax Rates for 2006 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 2006
III.A2 Operations of the DI Trust Fund, Calendar Year 2006
III.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Year 2006
III.A7 Trust Fund Investment Transactions, Calendar Year 2006
IV. ACTUARIAL ESTIMATES
IV.A1 Operations of the OASI Trust Fund, Calendar Years 2002-16
IV.A2 Operations of the DI Trust Fund, Calendar Years 2002-16
IV.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 2002-16
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 1990-2085
IV.B2 Covered Workers and Beneficiaries, Calendar Years 1945-2085
IV.B3 Estimated Trust Fund Ratios, Calendar Years 2007-85
IV.B4 Components of Summarized Income Rates and Cost Rates, Calendar Years 2007-81
IV.B5 Components of 75-Year Actuarial Balance Under Intermediate Assumptions (2007-81)
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 UNDERLYINGACTUARIAL ESTIMATES
V.A1 Principal Demographic Assumptions, Calendar Years 1940-2085
V.A2 Social Security Area Population as of July 1 and Dependency Ratios, Calendar Years 1950-2085
V.B1 Principal Economic Assumptions
V.B2 Additional Economic Factors
V.C2 Selected Wage-Indexed Program Amounts, Calendar Years 1978-2016
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 1960-2085
VI. APPENDICES
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 1937-2006
VI.A3 Historical Operations of the DI Trust Fund, Calendar Years 1957-2006
VI.A4 Historical Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2006
VI.A5 Assets of the OASI Trust Fund, End of Calendar Years 2005 and 2006
VI.A6 Assets of the DI Trust Fund, End of Calendar Years 2005 and 2006
B. HISTORY OF ACTUARIAL BALANCE ESTIMATES
VI.B1 Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1982-2007
C. FISCAL YEAR HISTORICAL DATA AND PROJECTIONS THROUGH 2016
VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2006
VI.C2 Operations of the DI Trust Fund, Fiscal Year 2006
VI.C3 Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2006
VI.C4 Operations of the OASI Trust Fund in Fiscal Years 2002-16
VI.C5 Operations of the DI Trust Fund in Fiscal Years 2002-16
VI.C6 Operations of the Combined OASI and DI Trust Funds in Fiscal Years 2002-16
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
E. STOCHASTIC PROJECTIONS
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 2007-85
VI.F5 Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2007-85
VI.F6 Selected Economic Variables, Calendar Years 2006-85
VI.F8 Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2007-85
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
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