2009 OASDI Trustees Report

 

II. OVERVIEW

II.B1 Summary of 2008 Trust Fund Financial Operations

II.B2 Tax Rates for 2008 and Later

II.C1 Ultimate Values of Key Demographic and Economic Assumptions
for the Long-Range (75-year) Projection Period

II.D1 Projected Maximum Trust Fund Ratios Attained andTrust Fund
Exhaustion Dates Under the Intermediate Assumptions

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 2008

III.A2 Operations of the DI Trust Fund, Calendar Year 2008

III.A3 Operations of the Combined OASI and DI Trust Funds, Calendar
Year 2008

III.A4 Comparison of Actual Calendar Year 2008 Trust Fund Operations
With Estimates Made in Prior Reports

III.A5 Distribution of Benefit Payments by Type of Beneficiary or
Payment, Calendar Years 2007 and 2008

III.A6 Administrative Expenses as a Percentage of Contribution Income
and of Total Expenditures,Calendar Years 2004-08

III.A7 Trust Fund Investment Transactions, Calendar Year 2008

IV. ACTUARIAL ESTIMATES

IV.A1 Operations of the OASI Trust Fund, Calendar Years 2004-18

IV.A2 Operations of the DI Trust Fund, Calendar Years 2004-18

IV.A3 Operations of the Combined OASI and DI Trust Funds,
Calendar Years 2004-18

IV.A4 Reasons for Change in Trust Fund Ratios at the Beginning
of the Tenth Year of Projection

IV.B1 Annual Income Rates, Cost Rates, and Balances,
Calendar Years 1990-2085

IV.B2 Covered Workers and Beneficiaries, Calendar Years 1945-2085
 

IV.B3 Trust Fund Ratios, Calendar Years 2009-85

IV.B4 Components of Summarized Income Rates and Cost Rates,
Calendar Years 2009-83

IV.B5 Components of 75-Year Actuarial Balance Under
Intermediate Assumptions

IV.B6 Unfunded OASDI Obligations for 1935 (Program Inception)
Through the Infinite Horizon

IV.B7 Present Values of OASDI Cost Less Tax Revenue and Unfunded
Obligations for Program Participants

IV.B8 Comparison of Long-Range Actuarial Balances With
the Minimum Allowable in the Test for Close Actuarial Balance,
Based on Intermediate Assumptions

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 andDependency
Ratios, Calendar Years 1950-2085 

V.A3 Period Life Expectancy

V.A4 Cohort Life Expectancy

V.B1 Principal Economic Assumptions 

V.B2 Additional Economic Factors 

V.C1 Cost-of-Living Benefit Increases, Average Wage Index,
Contribution and Benefit Bases, and Retirement EarningsTest
Exempt Amounts, 1975-2018 

V.C2 Values for Selected Wage-Indexed Program Parameters,
Calendar Years 1978-2018 

V.C3 Legislated Changes in Normal Retirement Age and Delayed
Retirement Credits, for Persons Reaching Age 62 inEach Year
1986 and Later

V.C4 OASI Beneficiaries With Benefits in Current-Payment Status at
the End of Calendar Years 1945-2085

V.C5 DI Beneficiaries With Benefits in Current-Payment Status at the
End of Calendar Years 1960-2085

VI. APPENDICES

VI.A1 Contribution and Benefit Base and Contribution Rates 

VI.A2 Operations of the OASI Trust Fund, Calendar Years
1937-2008

VI.A3 Operations of the DI Trust Fund, Calendar Years
1957-2008

VI.A4 Operations of the Combined OASI and DI Trust
Funds, Calendar Years 1957-2008

VI.A5 Assets of the OASI Trust Fund, End of Calendar Years 2007
and 2008

VI.A6 Assets of the DI Trust Fund, End of Calendar Years 2007 and
2008

VI.B1 Long-Range OASDI Actuarial Balances as Shown in the
Trustees Reports for 1982-2009

VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2008

VI.C2 Operations of the DI Trust Fund, Fiscal Year 2008

VI.C3 Operations of the Combined OASI and DI Trust Funds, Fiscal
Year 2008

VI.C4 Operations of the OASI Trust Fund in Fiscal Years 2004-18

VI.C5 Operations of the DI Trust Fund in Fiscal Years 2004-18

VI.C6 Operations of the Combined OASI and DI Trust Funds in Fiscal
Years 2004-18

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

VI.F1 Contribution Rates for the OASDI and HI Programs

VI.F2 OASDI and HI Annual Income Rates, Cost Rates,
and Balances, Calendar Years 2009-85

VI.F3 Summarized OASDI and HI Income Rates and Cost Rates for
Valuation Periods, Calendar Years 2009-83

VI.F4 OASDI and HI Annual and Summarized Income, Cost, and
Balance as a Percentage of GDP, Calendar Years 2009-85 

VI.F5 Ratio of OASDI Taxable Payroll to GDP,Calendar Years
2009-85

VI.F6 Selected Economic Variables, Calendar Years 2008-85

VI.F7 Operations of the Combined OASI and DI Trust Funds,in
Constant 2009 Dollars, Calendar Years 2009-85

VI.F8 Operations of the Combined OASI and DI Trust Funds, in
Current Dollars, Calendar Years 2009-85

VI.F9 OASDI and HI Annual Income Excluding Interest, Cost, and
Balance in Current Dollars, Calendar Years 2009-85

VI.F10 Annual Scheduled Benefit Amounts for Retired
Workers With Various Pre-Retirement Earnings Patterns
Based on Intermediate Assumptions,Calendar Years 2009-85 

VI.G1 Benefit Disbursements From the OASI Trust FundWith Respect
to Disabled Beneficiaries

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