2011 OASDI Trustees Report: X1_trLOT.html
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2011 OASDI Trustees Report

Actuarial Publications

2011 Trustees Report
  Contents
  Tables
  Figures

Tables


II. OVERVIEW
II.B1 Summary of 2010 Trust Fund Financial Operations
II.B2 Payroll Tax Contribution Rates for 2010 and Later
II.C1 Long-Range Values of Key Demographic and Economic Assumptions for the 75-year Projection Period
II.D1 Projected Maximum Trust Fund Ratios During the Long-Range Period and Trust Fund Exhaustion Dates
II.D2 Reasons for Change in the 75-Year Actuarial Balance, Based on 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 2010
III.A2 Operations of the DI Trust Fund, Calendar Year 2010
III.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Year 2010
III.A4 Comparison of Actual Calendar Year 2010 Trust Fund Operations With Estimates Made in Prior Reports
III.A5 Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2009 and 2010
III.A6 Administrative Expenses as a Percentage of Non-interest Income and of Total Expenditures, Calendar Years 2006-10
III.A7 Trust Fund Investment Transactions, Calendar Year 2010
 
IV. ACTUARIAL ESTIMATES
IV.A1 Operations of the OASI Trust Fund, Calendar Years 2006-20
IV.A2 Operations of the DI Trust Fund, Calendar Years 2006-20
IV.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 2006-20
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 2011-85
IV.B4 Components of Summarized Income Rates and Cost Rates, Calendar Years 2011-85
IV.B5 Components of 75-Year Actuarial Balance Under Intermediate Assumptions
IV.B6 Unfunded OASDI Obligations for 1935 (Program Inception) Through the Infinite Horizon, Based on Intermediate Assumptions
IV.B7 Present Values of OASDI Cost Less Non-interest Income and Unfunded Obligations for Program Participants, Based on Intermediate Assumptions
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, Based on Intermediate Assumptions
 
V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL 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.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 Earnings Test Exempt Amounts, 1975-2020
V.C2 Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2020
V.C3 Legislated Changes in Normal Retirement Age and Delayed Retirement Credits, for Persons Reaching Age 62 in Each 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 Payroll Tax Contribution Rates
VI.A2 Operations of the OASI Trust Fund, Calendar Years 1937-2010
VI.A3 Operations of the DI Trust Fund, Calendar Years 1957-2010
VI.A4 Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2010
VI.A5 Assets of the OASI Trust Fund, End of Calendar Years 2009 and 2010
VI.A6 Assets of the DI Trust Fund, End of Calendar Years 2009 and 2010
VI.B1 Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1982-2011
VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2010
VI.C2 Operations of the DI Trust Fund, Fiscal Year 2010
VI.C3 Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2010
VI.C4 Operations of the OASI Trust Fund, Fiscal Years 2006-20
VI.C5 Operations of the DI Trust Fund, Fiscal Years 2006-20
VI.C6 Operations of the Combined OASI and DI Trust Funds, Fiscal Years 2006-20
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 ofthe Combined OASDI Program
VI.F1 Payroll Tax Contribution Rates for the OASDI and HI Programs
VI.F2 OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2011-85
VI.F3 Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2011-85
VI.F4 OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2011-85
VI.F5 Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2011-85
VI.F6 Selected Economic Variables, Calendar Years 2010-85
VI.F7 Operations of the Combined OASI and DI Trust Funds,in Constant 2011 Dollars, Calendar Years 2011-85
VI.F8 Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2011-85
VI.F9 OASDI and HI Annual Income Excluding Interest, Cost, and Balance in Current Dollars, Calendar Years 2011-85
VI.F10 Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2011-85
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
Last reviewed or modified: May 12, 2011