------------------------------------------------------------------------------- OASDI HI Combined --------------------- --------------------- --------------------- Valuation Income Cost Bal- Income Cost Bal- Income Cost Bal- period rate rate ance rate rate ance rate rate ance ------------------------------------------------------------------------------- Intermediate: 25-years: 1996-2020.. 13.54 13.18 0.36 3.24 5.16 -1.92 16.78 18.33 -1.56 50-years: 1996-2045.. 13.35 14.74 -1.39 3.25 6.71 -3.46 16.60 21.45 -4.84 75-years: 1996-2070.. 13.33 15.52 -2.19 3.28 7.69 -4.42 16.61 23.22 -6.61 Low Cost: 25-years: 1996-2020.. 13.46 11.71 1.75 3.22 4.20 -.99 16.67 15.91 .76 50-years: 1996-2045.. 13.25 12.59 .65 3.21 4.55 -1.34 16.46 17.15 -.69 75-years: 1996-2070.. 13.19 12.73 .46 3.22 4.86 -1.65 16.41 17.60 -1.19 High Cost: 25-years: 1996-2020.. 13.61 14.79 -1.18 3.27 6.50 -3.23 16.88 21.29 -4.41 50-years: 1996-2045.. 13.46 17.28 -3.82 3.31 10.51 -7.20 16.77 27.79 -11.02 75-years: 1996-2070.. 13.50 19.16 -5.67 3.37 12.89 -9.52 16.86 32.05 -15.19 ------------------------------------------------------------------------------- 1/ The taxable payroll for HI is significantly larger than the taxable payroll for OASDI because the HI taxable maximum amount was eliminated beginning 1994, and because HI covers all Federal civilian employees, including those hired before 1984, all State and local government employees hired after April 1, 1986, and railroad employees. Combined OASDI and HI rates are computed as the sum of the separately derived rates for each program. 2/ For valuation periods, income rates include beginning trust fund balances and cost rates include an ending fund target equal to 100 percent of annual expenditures by the end of the period. Note: Totals do not necessarily equal the sums of rounded components.
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