Short-Range Actuarial Projections of the Old-Age, Survivors, and Disability Insurance Program, 2001
Actuarial Study No. 115
Chris Motsiopoulos and Tim Zayatz, A.S.A.
Contents Glossary




 

IV. TRUST FUND INCOME AND OUTGO

Table IV.5.—Benefits Withheld from Nonresident Aliens and Credited to the
OASI and DI Trust Funds
(Calendar years 1984-2000, and calendar quarters 2001-10)
[Amounts in millions]
Calendar
period
OASI Trust Fund
DI Trust Fund
  Total
withheld,
OASDI
  Total
benefits
  Fraction
payable to
nonresident
aliens
(percent)
  Fraction
withheld
(percent)
  Total
withheld
  Total
benefits
  Fraction
payable to
nonresident
aliens
(percent)
  Fraction
withheld
(percent)
  Total
withheld
1984
$157,862.0
0.341
15.0
$80.9
$17,900.1
0.152
15.0
$4.0
$84.9
1985
167,359.6
.298
15.0
74.8
18,835.9
.138
15.0
3.9
78.7
1986
176,844.4
.266
15.0
70.6
19,846.8
.121
15.0
3.6
74.2
1987
183,644.1
.242
15.0
66.9
20,511.5
.111
15.0
3.4
70.4
1988
195,521.7
.240
15.0
70.5
21,692.2
.109
15.0
3.6
74.0
1989
207,977.0
.235
15.0
73.3
22,873.4
.108
15.0
3.7
77.0
1990
222,992.9
.228
15.0
76.4
24,803.3
.102
15.0
3.8
80.1
1991
240,436.2
.223
15.0
80.3
27,661.7
.095
15.0
3.9
84.2
1992
254,939.4
.202
15.0
77.3
31,091.2
.081
15.0
3.8
81.1
1993
267,804.5
.196
15.0
78.6
34,597.7
.076
15.0
3.9
82.6
1994
279,117.7
.190
15.0
79.7
37,716.8
.071
15.0
4.0
83.8
1995
291,682.3
.182
25.5
135.2
40,898.2
.063
25.5
6.5
141.8
1996
302,914.4
.248
25.5
191.9
44,173.9
.080
25.5
9.0
200.9
1997
316,311.1
.247
25.5
198.9
45,659.3
.076
25.5
8.9
207.8
1998
326,817.3
.175
25.5
146.0
48,173.4
.052
25.5
6.4
152.4
1999
334,437.2
.160
25.5
136.6
51,331.0
.044
25.5
5.7
142.3
2000
352,706.5
.154
25.5
138.5
54,938.3
.040
25.5
5.7
144.2
2001-I
92,332.2
.153
25.5
36.0
14,524.1
.039
25.5
1.4
37.4
2001-II
92,845.9
.153
25.5
36.2
14,667.3
.039
25.5
1.5
37.7
2001-III
93,022.8
.153
25.5
36.6
14,791.9
.039
25.5
1.5
38.1
2001-IV
93,592.3
.153
25.5
36.5
14,958.0
.039
25.5
1.5
38.0
2002-I
96,456.5
.153
25.5
37.6
15,569.7
.039
25.5
1.5
39.2
2002-II
97,072.2
.153
25.5
37.9
15,745.1
.039
25.5
1.6
39.4
2002-III
97,301.6
.153
25.5
38.0
15,889.6
.039
25.5
1.6
39.5
2002-IV
97,911.8
.153
25.5
38.2
16,073.2
.039
25.5
1.6
39.8
2003-I
101,009.6
.153
25.5
39.4
16,834.3
.039
25.5
1.7
41.1
2003-II
101,665.1
.153
25.5
39.7
17,052.2
.039
25.5
1.7
41.4
2003-III
101,911.1
.153
25.5
39.8
17,235.5
.039
25.5
1.7
41.5
2003-IV
102,546.3
.153
25.5
40.0
17,460.5
.039
25.5
1.7
41.7
2004-I
105,947.7
.153
25.5
41.3
18,317.5
.039
25.5
1.8
43.2
2004-II
106,719.8
.153
25.5
41.6
18,555.6
.039
25.5
1.8
43.5
2004-III
107,031.0
.153
25.5
41.8
18,755.4
.039
25.5
1.9
43.6
2004-IV
107,725.8
.153
25.5
42.0
19,000.1
.039
25.5
1.9
43.9
2005-I
111,456.1
.153
25.5
43.5
19,953.9
.039
25.5
2.0
45.5
2005-II
112,326.0
.153
25.5
43.8
20,213.5
.039
25.5
2.0
45.8
2005-III
112,694.3
.153
25.5
44.0
20,430.9
.039
25.5
2.0
46.0
2005-IV
113,454.9
.153
25.5
44.3
20,696.6
.039
25.5
2.1
46.3
2006-I
117,528.0
.153
25.5
45.9
21,743.1
.039
25.5
2.2
48.0
2006-II
118,447.1
.153
25.5
46.2
22,021.1
.039
25.5
2.2
48.4
2006-III
118,849.4
.153
25.5
46.4
22,252.5
.039
25.5
2.2
48.6
2006-IV
119,697.3
.153
25.5
46.7
22,536.1
.039
25.5
2.2
48.9
2007-I
124,178.6
.153
25.5
48.4
23,673.7
.039
25.5
2.4
50.8
2007-II
125,168.6
.153
25.5
48.8
23,964.4
.039
25.5
2.4
51.2
2007-III
125,628.5
.153
25.5
49.0
24,204.8
.039
25.5
2.4
51.4
2007-IV
126,623.8
.153
25.5
49.4
24,501.6
.039
25.5
2.4
51.8
2008-I
131,542.2
.153
25.5
51.3
25,724.4
.039
25.5
2.6
53.9
2008-II
132,731.3
.153
25.5
51.8
26,023.5
.039
25.5
2.6
54.4
2008-III
133,331.5
.153
25.5
52.0
26,269.0
.039
25.5
2.6
54.6
2008-IV
134,544.1
.153
25.5
52.5
26,575.7
.039
25.5
2.6
55.1
2009-I
140,020.2
.153
25.5
54.6
27,867.1
.039
25.5
2.8
57.4
2009-II
141,478.8
.153
25.5
55.2
28,131.4
.039
25.5
2.8
58.0
2009-III
142,280.1
.153
25.5
55.5
28,340.4
.039
25.5
2.8
58.3
2009-IV
143,797.7
.153
25.5
56.1
28,617.3
.039
25.5
2.8
58.9
2010-I
149,711.6
.153
25.5
58.4
29,984.2
.039
25.5
3.0
61.4
2010-II
151,088.5
.153
25.5
58.9
30,283.9
.039
25.5
3.0
62.0
2010-III
151,883.2
.153
25.5
59.3
30,523.4
.039
25.5
3.0
62.3
2010-IV
153,629.1
.153
25.5
59.9
30,835.5
.039
25.5
3.1
63.0

Sources:

Total benefits shown earlier.

Historical fraction payable to nonresident aliens computed as: total withheld divided by total benefits divided by fraction withheld; future fractions payable to nonresident aliens projected to remain at last known rate.

Fraction withheld set at 25.5 percent. See text discussion in section IV.A., for explanation of the determination of this number.

Historical amounts withheld based on monthly report from the Office of Financial Planning and Operations; future amounts computed as: total benefits times fraction payable to nonresident aliens times fraction withheld.

Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.


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List of Studies
December 26, 2001