| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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