Annual Statistical Supplement, 2005

Old-Age, Survivors, and Disability Insurance

Trust Funds

Table 4.A1 Old-Age and Survivors Insurance, selected years 1937–2004 (in millions of dollars)
Year Receipts Expenditures Assets
Total Net
contributions a		 Income
from taxation
of benefits		 Net
interest b		 Payments from
the general
fund of the
Treasury c		 Total Benefit
payments d		 Administrative
expenses		 Transfers to
Railroad
Retirement
program		 Net increase
during year		 Amount at
end of year
1937 767 765 . . . 2 . . . 1 1 . . . . . . 766 766
1938 375 360 . . . 15 . . . 10 10 . . . . . . 366 1,132
1939 607 580 . . . 27 . . . 14 14 . . . . . . 592 1,724
1940 368 325 . . . 43 . . . 62 35 26 . . . 306 2,031
1945 1,420 1,285 . . . 134 . . . 304 274 30 . . . 1,116 7,121
1950 2,928 2,667 . . . 257 4 1,022 961 61 . . . 1,905 13,721
1955 6,167 5,713 . . . 454 . . . 5,079 4,968 119 -7 1,087 21,663
1960 11,382 10,866 . . . 516 . . . 11,198 10,677 203 318 184 20,324
1965 16,610 16,017 . . . 593 . . . 17,501 16,737 328 436 -890 18,235
1966 21,302 20,580 . . . 644 78 18,967 18,267 256 444 2,335 20,570
1967 24,034 23,138 . . . 818 78 20,382 19,468 406 508 3,652 24,222
1968 25,040 23,719 . . . 939 382 23,557 22,643 476 438 1,483 25,704
1969 29,554 27,947 . . . 1,165 442 25,176 24,210 474 491 4,378 30,082
1970 32,220 30,256 . . . 1,515 449 29,848 28,798 471 579 2,371 32,454
1971 35,877 33,723 . . . 1,667 488 34,542 33,414 514 613 1,335 33,789
1972 40,050 37,781 . . . 1,794 475 38,522 37,124 674 724 1,528 35,318
1973 48,344 45,975 . . . 1,928 442 47,175 45,745 647 783 1,169 36,487
1974 54,688 52,081 . . . 2,159 447 53,397 51,623 865 909 1,291 37,777
1975 59,605 56,816 . . . 2,364 425 60,395 58,517 896 982 -790 36,987
1976 66,276 63,362 . . . 2,301 614 67,876 65,705 959 1,212 -1,600 35,388
1977 72,412 69,572 . . . 2,227 613 75,309 73,121 981 1,208 -2,897 32,491
1978 78,094 75,471 . . . 2,008 615 83,064 80,361 1,115 1,589 -4,971 27,520
1979 90,274 87,919 . . . 1,797 557 93,133 90,573 1,113 1,448 -2,860 24,660
1980 105,841 103,456 . . . 1,845 540 107,678 105,083 1,154 1,442 -1,837 22,823
1981 125,361 122,627 . . . 2,060 675 126,695 123,803 1,307 1,585 -1,334 21,490
1982 125,198 123,673 . . . 845 680 142,119 138,806 1,519 1,793 598 e 22,088
1983 150,584 138,337 . . . 6,706 5,541 152,999 149,221 1,528 2,251 -2,416 19,672
1984 169,328 164,122 2,835 2,266 105 161,883 157,841 1,638 2,404 7,445 27,117
1985 184,239 176,958 3,208 1,871 2,203 171,150 167,248 1,592 2,310 8,725 e 35,842
1986 197,393 190,741 3,424 3,069 160 181,000 176,813 1,601 2,585 3,239 e 39,081
1987 210,736 202,735 3,257 4,690 55 187,668 183,587 1,524 2,557 23,068 62,149
1988 240,770 229,775 3,384 7,568 43 200,020 195,454 1,776 2,790 40,750 102,899
1989 264,653 250,195 2,439 11,985 34 212,489 207,971 1,673 2,845 52,164 155,063
1990 286,653 267,530 4,848 16,363 -2,089 227,519 222,987 1,563 2,969 59,134 214,197
1991 299,286 272,574 5,864 20,829 19 245,634 240,467 1,792 3,375 53,652 267,849
1992 311,162 280,992 5,852 24,303 14 259,861 254,883 1,830 3,148 51,301 319,150
1993 323,277 290,905 5,335 27,027 10 273,104 267,755 1,996 3,353 50,173 369,322
1994 328,271 293,323 4,995 29,946 7 284,133 279,068 1,645 3,420 44,138 413,460
1995 342,801 304,620 5,490 32,820 -129 297,760 291,630 2,077 4,052 45,041 458,502
1996 363,741 321,557 6,471 35,706 7 308,217 302,861 1,802 3,554 55,524 514,026
1997 397,169 349,946 7,426 39,795 2 322,073 316,257 2,128 3,688 75,096 589,121
1998 424,848 371,207 9,149 44,491 1 332,324 326,762 1,899 3,662 92,524 681,645
1999 457,040 396,352 10,899 49,788 f 339,874 334,383 1,809 3,681 117,167 798,812
2000 490,513 421,391 11,594 57,529 . . . 358,339 352,652 2,149 3,538 132,174 930,986
2001 518,100 441,460 11,903 64,737 . . . 377,546 372,312 1,961 3,273 140,554 1,071,540
2002 539,706 455,199 12,909 71,184 414 393,749 388,119 2,137 3,493 145,957 1,217,497
2003 543,811 456,077 12,497 75,237 . . . 405,978 399,845 2,553 3,580 137,833 1,355,330
2004 566,338 472,758 14,593 78,986 1 421,047 415,034 2,384 3,628 145,292 1,500,622
SOURCE: Department of the Treasury.
NOTES: Data for all years can be found at http://www.socialsecurity.gov/OACT/STATS/table4a1.html.
. . . = not applicable.
a. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service in 1957–2001, if such credits were considered to be covered wages.
b. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in October 1973, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued before April 1985.
c. Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs of deemed wage credits for military service performed after 1956; and (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 1968.
d. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks.
e. Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.
f. Less than $500,000.
CONTACT: Jeff Kunkel (410) 965-3013.
Table 4.A2 Disability Insurance, 1957–2004 (in millions of dollars)
Year Receipts Expenditures Assets
Total Net
contributions a		 Income
from taxation
of benefits		 Net
interest b		 Payments from
the general
fund of the
Treasury c		 Total Benefit
payments d		 Administrative
expenses		 Transfers to
Railroad
Retirement
program		 Net increase
during year		 Amount at
end of year
1957 709 702 . . . 7 . . . 59 57 3 . . . 649 649
1958 991 966 . . . 25 . . . 261 249 12 . . . 729 1,379
1959 931 891 . . . 40 . . . 485 457 50 -22 447 1,825
1960 1,063 1,010 . . . 53 . . . 600 568 36 -5 464 2,289
1961 1,104 1,038 . . . 66 . . . 956 887 64 5 148 2,437
1962 1,114 1,046 . . . 68 . . . 1,183 1,105 66 11 -69 2,368
1963 1,165 1,099 . . . 66 . . . 1,297 1,210 68 20 -133 2,235
1964 1,218 1,154 . . . 64 . . . 1,407 1,309 79 19 -188 2,047
1965 1,247 1,188 . . . 59 . . . 1,687 1,573 90 24 -440 1,606
1966 2,079 2,006 . . . 58 16 1,947 1,784 137 25 133 1,739
1967 2,379 2,286 . . . 78 16 2,089 1,950 109 31 290 2,029
1968 3,454 3,316 . . . 106 32 2,458 2,311 127 20 996 3,025
1969 3,792 3,599 . . . 177 16 2,716 2,557 138 21 1,075 4,100
1970 4,774 4,481 . . . 277 16 3,259 3,085 164 10 1,514 5,614
1971 5,031 4,620 . . . 361 50 4,000 3,783 205 13 1,031 6,645
1972 5,572 5,107 . . . 414 51 4,759 4,502 233 24 813 7,457
1973 6,443 5,932 . . . 458 52 5,973 5,764 190 20 470 7,927
1974 7,378 6,826 . . . 500 52 7,196 6,957 217 22 182 8,109
1975 8,035 7,444 . . . 502 90 8,790 8,505 256 29 -754 7,354
1976 8,757 8,233 . . . 422 103 10,366 10,055 285 26 -1,609 5,745
1977 9,570 9,138 . . . 304 128 11,945 11,547 399 e -2,375 3,370
1978 13,810 13,413 . . . 256 142 12,954 12,599 325 30 856 4,226
1979 15,590 15,114 . . . 358 118 14,186 13,786 371 30 1,404 5,630
1980 13,871 13,255 . . . 485 130 15,872 15,515 368 -12 -2,001 3,629
1981 17,078 16,738 . . . 172 168 17,658 17,192 436 29 -580 3,049
1982 22,715 21,995 . . . 546 174 17,992 17,376 590 26 -358 f 2,691
1983 20,682 17,991 . . . 1,569 1,121 18,177 17,524 625 28 2,505 5,195
1984 17,309 15,945 190 1,174 . . . 18,546 17,898 626 22 -1,237 3,959
1985 19,301 17,191 222 870 1,017 19,478 18,827 608 43 2,363 f 6,321
1986 19,439 18,399 238 803 . . . 20,522 19,853 600 68 1,459 f 7,780
1987 20,303 19,691 -36 g 648 . . . 21,425 20,519 849 57 -1,122 6,658
1988 22,699 22,039 61 600 . . . 22,494 21,695 737 61 206 6,864
1989 24,795 23,993 95 707 . . . 23,753 22,911 754 88 1,041 7,905
1990 28,791 28,539 144 883 -775 25,616 24,829 707 80 3,174 11,079
1991 30,390 29,137 190 1,063 . . . 28,571 27,695 794 82 1,819 12,898
1992 31,430 30,136 232 1,062 . . . 32,004 31,112 834 58 -574 12,324
1993 32,301 31,185 281 835 . . . 35,662 34,613 966 83 -3,361 8,963
1994 52,841 51,373 311 1,157 . . . 38,879 37,744 1,029 106 13,962 22,925
1995 56,696 54,401 341 2,158 -203 42,055 40,923 1,064 68 14,641 37,566
1996 60,710 57,325 373 3,012 . . . 45,351 44,189 1,160 2 15,359 52,924
1997 60,499 56,037 470 3,992 . . . 47,034 45,695 1,280 59 13,465 66,389
1998 64,357 58,966 558 4,832 . . . 49,931 48,207 1,567 157 14,425 80,815
1999 69,541 63,203 661 5,677 . . . 53,035 51,381 1,519 135 16,507 97,321
2000 77,920 71,093 721 6,942 -836 56,782 54,983 1,639 159 21,138 118,459
2001 83,903 74,933 811 8,158 . . . 61,369 59,618 1,741 10 22,534 140,993
2002 87,379 77,272 930 9,178 . . . 67,905 65,702 2,049 154 19,475 160,468
2003 88,074 77,442 944 9,689 . . . 73,108 70,933 2,008 167 14,966 175,434
2004 91,380 80,281 1,111 9,988 0 80,597 78,229 2,152 215 10,783 186,217
SOURCE: Department of the Treasury.
NOTE: . . . = not applicable.
a. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service in 1957–2001, if such credits were considered to be covered wages.
b. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in July 1974, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $14.8 million on unnegotiated checks issued before April 1985.
c. Includes payments (1) in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; and (2) in 1971–1982, for costs of deemed wage credits for military service performed after 1956.
d. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks.
e. Less than $500,000.
f. Amount equals total receipts less total expenditures, less amounts loaned or plus amounts repaid under interfund borrowing provisions.
g. Reflects $195 million in transfers from the DI trust fund to the general fund of the Treasury to correct estimated amounts transferred for calendar years 1984 and 1985.
CONTACT: Jeff Kunkel (410) 965-3013.
Table 4.A3 Combined OASI and DI, 1957–2004 (in millions of dollars)
Year Receipts Expenditures Assets
Total Net
contributions a		 Income
from taxation
of benefits		 Net
interest b		 Payments from
the general
fund of the
Treasury c		 Total Benefit
payments d		 Administrative
expenses		 Transfers to
Railroad
Retirement
program		 Net increase
during year		 Amount at
end of year
1957 8,090 7,527 . . . 563 . . . 7,567 7,404 164 -2 523 23,042
1958 9,108 8,531 . . . 577 . . . 8,907 8,576 207 124 201 23,243
1959 9,516 8,943 . . . 572 . . . 10,793 10,298 234 260 -1,277 21,966
1960 12,445 11,876 . . . 569 . . . 11,798 11,245 240 314 647 22,613
1961 12,937 12,323 . . . 614 . . . 13,388 12,749 303 337 -451 22,162
1962 13,699 13,105 . . . 594 . . . 15,156 14,461 322 372 -1,457 20,705
1963 16,227 15,640 . . . 587 . . . 16,217 15,427 348 442 10 20,715
1964 17,476 16,843 . . . 633 . . . 17,020 16,223 375 422 456 21,172
1965 17,857 17,205 . . . 651 . . . 19,187 18,311 418 459 -1,331 19,841
1966 23,381 22,585 . . . 702 94 20,913 20,051 393 469 2,467 22,308
1967 26,413 25,424 . . . 896 94 22,471 21,417 515 539 3,942 26,250
1968 28,493 27,034 . . . 1,045 414 26,015 24,954 603 458 2,479 28,729
1969 33,346 31,546 . . . 1,342 458 27,892 26,767 612 513 5,453 34,182
1970 36,993 34,737 . . . 1,791 465 33,108 31,884 635 589 3,886 38,068
1971 40,908 38,343 . . . 2,027 538 38,542 37,197 719 626 2,366 40,434
1972 45,622 42,888 . . . 2,208 526 43,281 41,625 907 749 2,341 42,775
1973 54,787 51,907 . . . 2,386 494 53,148 51,508 837 802 1,639 44,414
1974 62,066 58,907 . . . 2,660 499 60,593 58,581 1,082 931 1,472 45,886
1975 67,640 64,259 . . . 2,866 515 69,184 67,022 1,152 1,010 -1,544 44,342
1976 75,034 71,595 . . . 2,722 717 78,242 75,759 1,244 1,239 -3,209 41,133
1977 81,982 78,710 . . . 2,531 741 87,254 84,667 1,379 1,208 -5,272 35,861
1978 91,903 88,883 . . . 2,264 757 96,018 92,960 1,440 1,618 -4,115 31,746
1979 105,864 103,034 . . . 2,155 675 107,320 104,359 1,483 1,477 -1,456 30,291
1980 119,712 116,711 . . . 2,330 670 123,550 120,598 1,522 1,430 -3,838 26,453
1981 142,438 139,364 . . . 2,231 843 144,352 140,995 1,743 1,614 -1,914 24,539
1982 147,913 145,667 . . . 1,391 854 160,111 156,182 2,109 1,820 239 e 24,778
1983 171,266 156,328 . . . 8,276 6,662 171,177 166,745 2,153 2,279 89 24,867
1984 186,637 180,067 3,025 3,440 105 180,429 175,739 2,264 2,426 6,208 31,075
1985 203,540 194,149 3,430 2,741 3,220 190,628 186,075 2,200 2,353 11,088 e 42,163
1986 216,833 209,140 3,662 3,871 160 201,522 196,667 2,202 2,653 4,698 e 46,861
1987 231,039 222,425 3,221 5,338 55 209,093 204,106 2,373 2,614 21,946 68,807
1988 263,469 251,814 3,445 8,168 43 222,514 217,149 2,513 2,851 40,955 109,762
1989 289,448 274,189 2,534 12,692 34 236,242 230,882 2,427 2,934 53,206 162,968
1990 315,443 296,070 4,992 17,245 -2,864 253,135 247,816 2,270 3,049 62,309 225,277
1991 329,676 301,711 6,054 21,892 19 274,205 268,162 2,587 3,457 55,471 280,747
1992 342,591 311,128 6,084 25,365 14 291,865 285,995 2,664 3,206 50,726 331,473
1993 355,578 322,090 5,616 27,862 10 308,766 302,368 2,963 3,435 46,812 378,285
1994 381,111 344,695 5,306 31,103 7 323,011 316,812 2,674 3,526 58,100 436,385
1995 399,497 359,021 5,831 34,977 -332 339,815 332,554 3,141 4,120 59,683 496,068
1996 424,451 378,881 6,844 38,718 7 353,569 347,050 2,962 3,556 70,883 566,950
1997 457,668 405,984 7,896 43,787 2 369,108 361,952 3,409 3,747 88,560 655,510
1998 489,204 430,174 9,707 49,323 1 382,255 374,969 3,467 3,819 106,950 762,460
1999 526,582 459,556 11,559 55,466 f 392,908 385,765 3,328 3,816 133,673 896,133
2000 568,433 492,484 12,314 64,471 -836 415,121 407,635 3,788 3,698 153,312 1,049,445
2001 602,003 516,393 12,715 72,895 . . . 438,916 431,931 3,702 3,283 163,088 1,212,533
2002 627,085 532,471 13,839 80,362 414 461,653 453,821 4,185 3,647 165,432 1,377,965
2003 631,886 533,519 13,441 84,926 . . . 479,086 470,778 4,562 3,747 152,799 1,530,764
2004 657,718 553,040 15,703 88,974 1 501,644 493,263 4,536 3,844 156,075 1,686,839
SOURCE: Department of the Treasury.
NOTE: . . . = not applicable.
a. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service in 1957–2001, if such credits were considered to be covered wages.
b. Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis, with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in October 1973, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $102.8 million on unnegotiated checks issued before April 1985.
c. Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs of deemed wage credits for military service performed after 1956; and (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 1968.
d. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks.
e. Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.
f. Less than $500,000.
CONTACT: Jeff Kunkel (410) 965-3013.
Table 4.A4 Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal income, selected years 1937–2004 (in millions of dollars)
Year Total
benefits		 Cash benefits a Service benefits Rehabilitation services b Personal
income c		 Total benefits
as a percentage
of personal
income
Old-Age and
Survivors
Insurance d		 Disability
Insurance		 Hospital
Insurance		 Supplementary
Medical
Insurance		 Old-Age and
Survivors
Insurance		 Disability
Insurance
1937 1 1 . . . . . . . . . . . . . . . 74,100 e
1938 10 10 . . . . . . . . . . . . . . . 68,400 e
1939 14 14 . . . . . . . . . . . . . . . 72,900 e
1940 35 35 . . . . . . . . . . . . . . . 78,500 e
1945 274 274 . . . . . . . . . . . . . . . 171,700 0.2
1950 961 961 . . . . . . . . . . . . . . . 229,000 0.4
1955 4,968 4,968 . . . . . . . . . . . . . . . 316,100 1.6
1960 11,245 10,677 568 . . . . . . . . . . . . 411,500 2.7
1961 12,749 11,862 887 . . . . . . . . . . . . 429,000 3.0
1962 14,461 13,356 1,105 . . . . . . . . . . . . 456,700 3.2
1963 15,427 14,217 1,210 . . . . . . . . . . . . 479,600 3.2
1964 16,223 14,914 1,309 . . . . . . . . . . . . 514,600 3.2
1965 18,311 16,737 1,573 . . . . . . . . . . . . 555,700 3.3
1966 21,070 18,267 1,781 891 128 f 3 603,900 3.5
1967 25,967 19,468 1,939 3,353 1,197 f 11 648,300 4.0
1968 30,651 22,642 2,294 4,179 1,518 1 16 712,000 4.3
1969 33,371 24,209 2,542 4,739 1,865 1 15 778,500 4.3
1970 38,982 28,796 3,067 5,124 1,975 2 18 838,800 4.6
1971 45,065 33,413 3,758 5,751 2,117 2 24 903,500 5.0
1972 50,269 37,122 4,473 6,318 2,325 2 29 992,700 5.1
1973 61,091 45,741 5,718 7,057 2,526 3 46 1,110,700 5.5
1974 70,996 51,618 6,903 9,099 3,318 5 54 1,222,600 5.8
1975 82,611 58,509 8,414 11,315 4,273 9 91 1,335,000 6.2
1976 94,180 65,699 9,966 13,340 5,080 6 89 1,474,800 6.4
1977 106,443 73,113 11,463 15,737 6,038 8 84 1,633,200 6.5
1978 117,894 80,352 12,513 17,682 7,252 9 86 1,837,700 6.4
1979 133,691 90,556 13,708 20,623 8,708 18 78 2,062,200 6.5
1980 156,298 105,074 15,437 25,064 10,635 8 78 2,307,900 6.8
1981 184,450 123,795 17,199 30,342 13,113 8 -8 2,591,300 7.1
1982 207,268 138,800 17,338 35,631 15,455 6 38 2,775,300 7.5
1983 224,524 149,502 17,530 39,337 18,106 6 42 2,960,700 7.6
1984 238,682 157,862 17,900 43,257 19,661 f 1 3,289,500 7.3
1985 256,723 167,360 18,836 47,580 22,947 f f 3,526,700 7.3
1986 272,698 176,845 19,847 49,758 26,239 . . . 9 3,722,400 7.3
1987 284,487 183,644 20,512 49,496 30,820 . . . 16 3,947,400 7.2
1988 303,717 195,522 21,692 52,517 33,970 . . . 16 4,253,700 7.1
1989 329,193 207,977 22,873 60,011 38,294 . . . 38 4,587,800 7.2
1990 356,536 222,993 24,803 66,239 42,468 . . . 32 4,878,600 7.3
1991 386,912 240,436 27,662 71,549 47,229 . . . 36 5,051,000 7.7
1992 419,325 254,939 31,091 83,895 49,367 . . . 33 5,362,000 7.8
1993 449,896 267,804 34,598 93,487 53,979 . . . 28 5,558,500 8.1
1994 478,775 279,118 37,717 103,282 58,618 . . . 40 5,842,500 8.2
1995 513,959 291,682 40,898 116,368 64,972 . . . 39 6,152,300 8.4
1996 544,350 302,914 44,174 128,632 68,598 . . . 31 6,520,600 8.3
1997 572,542 316,311 45,659 137,762 72,757 . . . 53 6,915,100 8.3
1998 585,156 326,817 48,173 133,990 76,125 . . . 51 7,423,000 7.9
1999 595,326 334,437 51,331 128,766 80,724 . . . 68 7,802,400 7.6
2000 625,060 352,706 54,938 128,458 88,893 . . . 63 8,429,700 7.4
2001 672,853 372,370 59,577 141,183 99,663 . . . 60 8,724,100 7.7
2002 714,804 388,170 65,645 149,944 110,969 . . . 75 8,878,900 8.1
2003 746,756 399,892 70,906 152,084 123,825 3 47 9,161,800 8.2
2004 795,868 415,082 78,202 167,554 134,978 3 49 9,689,600 8.2
SOURCES: Department of the Treasury and Bureau of Economic Analysis.
NOTE: . . . = not applicable.
a. Unnegotiated checks not deducted.
b. Vocational rehabilitation services to disabled workers and disabled children under the 1965 Amendments to the Social Security Act and to disabled widow(er)s under the 1967 Amendments to the Social Security Act.
c. Figures subject to revision.
d. For 1937–1939, refunds and lump-sum death payments under the Social Security Act of 1935.
e. Less than 0.05 percent.
f. Less than $500,000.
CONTACT: Jeff Kunkel (410) 965-3013.
Table 4.A5 Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2004 (in millions of dollars)
Year Total Retired-worker and dependents benefits Survivors benefits Special
age-72
beneficiaries		 Lump-sum
death
payments
Retired
workers		 Wives and
husbands		 Children Children Widowed
mothers and
fathers		 Widow(er)s a Parents
1937 1 . . . . . . . . . . . . . . . . . . . . . . . . 1
1938 10 . . . . . . . . . . . . . . . . . . . . . . . . 10
1939 14 . . . . . . . . . . . . . . . . . . . . . . . . 14
1940 35 15 2 b 3 2 b b . . . 9
1945 274 126 21 2 52 27 20 1 . . . 26
1950 961 557 88 6 135 49 89 3 . . . 33
1955 4,968 3,253 466 29 532 163 396 16 . . . 113
1956 5,715 3,793 536 33 581 177 469 17 . . . 109
1957 7,347 4,888 756 43 651 198 653 19 . . . 139
1958 8,327 5,567 851 56 720 223 757 20 . . . 133
1959 9,842 6,548 982 77 855 263 921 25 . . . 171
1960 10,677 7,053 1,051 92 945 286 1,057 28 . . . 164
1961 11,862 7,802 1,124 106 1,080 316 1,232 31 . . . 171
1962 13,356 8,813 1,216 134 1,171 336 1,470 34 . . . 183
1963 14,217 9,391 1,258 146 1,222 348 1,612 34 . . . 206
1964 14,914 9,854 1,277 150 1,275 354 1,754 33 . . . 216
1965 16,737 10,984 1,383 175 1,515 388 2,041 35 . . . 217
1966 18,267 11,727 1,429 216 1,812 415 2,351 35 44 237
1967 19,468 12,372 1,456 221 1,855 420 2,545 34 313 252
1968 22,642 14,278 1,673 253 2,207 478 3,117 37 330 269
1969 24,209 15,385 1,750 260 2,322 490 3,371 36 303 291
1970 28,796 18,438 2,029 303 2,760 574 4,055 39 305 294
1971 33,413 21,544 2,323 352 3,168 630 4,763 41 285 306
1972 37,122 24,143 2,532 382 3,433 679 5,326 43 263 320
1973 45,741 29,336 3,000 457 4,002 801 7,505 48 264 329
1974 51,618 33,369 3,309 533 4,399 898 8,497 49 237 327
1975 58,509 38,079 3,719 634 4,888 1,009 9,597 50 196 337
1976 65,699 43,083 4,117 736 5,336 1,113 10,757 51 174 332
1977 73,113 48,186 4,559 830 5,759 1,191 12,068 52 157 312
1978 80,352 53,255 4,983 921 6,093 1,284 13,278 51 142 344
1979 90,556 60,379 5,554 1,014 6,608 1,409 15,071 52 128 340
1980 105,074 70,358 6,405 1,142 7,389 1,572 17,638 55 119 394
1981 123,795 83,614 7,543 1,321 8,307 1,760 20,749 58 110 332
1982 138,800 95,123 8,539 1,223 8,204 1,861 23,488 59 100 203
1983 149,502 103,578 9,328 1,143 7,911 1,771 25,425 56 85 205
1984 157,862 109,957 9,860 1,135 7,775 1,474 27,325 53 71 212
1985 167,360 116,823 10,517 1,140 7,762 1,474 29,330 51 57 207
1986 176,845 123,584 11,152 1,166 7,843 1,457 31,345 48 47 203
1987 183,644 128,513 11,598 1,183 7,846 1,388 32,833 44 36 203
1988 195,522 136,987 12,292 1,219 8,120 1,392 35,233 43 29 208
1989 207,977 146,027 13,054 1,249 8,254 1,401 37,723 41 21 206
1990 222,993 156,756 13,953 1,316 8,564 1,437 40,705 39 16 206
1991 240,436 169,142 14,986 1,405 9,022 1,490 44,139 38 12 202
1992 254,939 179,372 15,810 1,494 9,431 1,521 47,060 37 9 206
1993 267,804 188,440 16,356 1,563 9,897 1,547 49,746 36 6 214
1994 279,118 196,400 16,854 1,637 10,293 1,551 52,124 34 4 220
1995 291,682 205,315 17,348 1,715 10,717 1,573 54,761 32 3 218
1996 302,914 213,423 17,715 1,799 11,217 1,486 57,025 31 1 218
1997 316,311 223,554 18,154 1,882 11,660 1,466 59,349 30 1 216
1998 326,817 232,324 18,395 1,940 11,936 1,435 60,540 29 b 218
1999 334,437 238,478 18,415 1,992 12,125 1,415 61,769 27 b 216
2000 352,706 253,542 18,969 2,133 12,532 1,406 63,884 26 b 214
2001 372,370 268,976 19,491 2,332 13,134 1,441 66,758 26 b 212
2002 388,170 281,624 19,884 2,475 13,690 1,476 68,782 25 b 213
2003 399,892 291,518 19,951 2,583 14,072 1,486 70,052 24 b 206
2004 415,082 304,261 20,164 2,714 14,538 1,515 71,660 24 b 205
SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
NOTES: Amounts by type of benefit are estimated. Unnegotiated checks are not deducted. Totals do not necessarily equal the sum of rounded components.
. . . = not applicable.
a. Aged widow(er)s and disabled widow(er)s.
b. Less than $500,000.
CONTACT: Jeff Kunkel (410) 965-3013.
Table 4.A6 Total annual benefits paid from DI trust fund, by type of benefit, 1957–2004 (in millions of dollars)
Year Total Disabled
workers		 Wives and
husbands		 Children
1957 57 57 . . . . . .
1958 249 246 1 1
1959 457 390 29 38
1960 568 489 32 48
1961 887 724 54 109
1962 1,105 888 68 149
1963 1,210 965 73 172
1964 1,309 1,044 79 186
1965 1,573 1,246 95 232
1966 1,781 1,394 108 280
1967 1,939 1,519 113 307
1968 2,294 1,804 131 360
1969 2,542 2,014 139 389
1970 3,067 2,448 165 454
1971 3,758 3,028 192 539
1972 4,473 3,626 224 623
1973 5,718 4,676 281 760
1974 6,903 5,662 320 920
1975 8,414 6,908 385 1,121
1976 9,966 8,190 447 1,328
1977 11,463 9,456 505 1,503
1978 12,513 10,315 541 1,657
1979 13,708 11,333 581 1,794
1980 15,437 12,816 638 1,983
1981 17,199 14,379 684 2,136
1982 17,338 14,811 652 1,875
1983 17,530 15,196 607 1,728
1984 17,900 15,623 536 1,741
1985 18,836 16,483 545 1,809
1986 19,847 17,409 547 1,890
1987 20,512 18,053 532 1,926
1988 21,692 19,165 529 1,999
1989 22,873 20,314 523 2,036
1990 24,803 22,113 531 2,159
1991 27,662 24,738 550 2,374
1992 31,091 27,856 572 2,663
1993 34,598 30,913 572 3,112
1994 37,717 33,711 579 3,428
1995 40,898 36,610 577 3,711
1996 44,174 39,625 515 4,034
1997 45,659 41,083 479 4,098
1998 48,173 43,467 457 4,249
1999 51,331 46,459 433 4,439
2000 54,938 49,848 421 4,670
2001 59,577 54,244 416 4,917
2002 65,645 59,886 423 5,337
2003 70,906 64,811 431 5,664
2004 78,202 71,685 455 6,062
SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
NOTES: Amounts by type of benefit are estimated. Unnegotiated checks are not deducted. Totals do not necessarily equal the sum of rounded components.
. . . = not applicable.
CONTACT: Jeff Kunkel (410) 965-3013.