SHORT-RANGE ACTUARIAL PROJECTIONS

OF THE OLD-AGE, SURVIVORS, AND
DISABILITY INSURANCE PROGRAM, 2005
ACTUARIAL STUDY NO.119
by Chris Motsiopoulos and Richard B. Tucker

Social Security Administration
Office of the Chief Actuary

August 2005
SSA Pub. No. 11-11550

.

FOREWORD
Actuarial Study No.119 describes the assumptions and methodology used to estimate the future short-range financial operations of
the Old-Age, Survivors, and Disability Insurance program as presented in the 2005 OASDI Trustees Report. As has been customary for all recent reports, the “short-range” projection period is defined as the 10-year period beginning with the current year. This
study is the fifth in a series to describe in detail the development of the short-range estimates (previous such reports appeared in
Actuarial Study No. 103 (January 1989), Actuarial Study No. 104 (October 1991), Actuarial Study No. 111 (December 1996) and
Actuarial Study No. 115 (July 2001).
As the complexity of the OASDI program has increased over the years, the methods used to prepare actuarial estimates for the program have increased in complexity as well. Legislative changes, periodic reviews from various technical advisory panels, and
improved actuarial methods have resulted in a substantial amount of detail being added to program estimates. The detail allows the
short-range staff to monitor program dynamics more closely, and hopefully improve the accuracy and utility of the estimates. The
complexity is evident from the over 200 tables shown in this study which provide only a summary of the detail of trust fund projections.
The authors, Chris Motsiopoulos and Richard B. Tucker, are to be commended for their painstaking effort in preparing a document
of this scope. I would also like to thank Steve McKay for his overall guidance and careful review of the various drafts of this study.
His efforts contributed significantly to the accuracy and clarity of this presentation. As we have indicated in previous editions, the
size of the study prevents us from publishing full, updated reports each year. However, the authors have automated production of
the tables, for which we expect to have more frequent updates available on the Social Security Administration’s website at
www.socialsecurity.gov/OACT/NOTES/actstud.html. Additional copies of the study are available upon request. Please refer to the
back cover for details. Finally, readers are welcome to provide comments or suggestions regarding any of the material contained
within. Such feedback will improve future versions of this actuarial study, and may result in improvements to estimation methods.
Comments to the authors can be submitted at either the address shown on the back cover or via e-mail directed to Chris.Motsiopoulos@ssa.gov or Richard.B.Tucker@ssa.gov.

Eli N. Donkar, Ph.D., A.S.A., M.A.A.A.
Deputy Chief Actuary

i

.

TABLE OF CONTENTS
I.

BACKGROUND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1

II.

ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A. ECONOMIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Productivity Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Price Inflation Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Average Earnings Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Assumed Real-Wage Differentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Labor Force and Unemployment Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6. Gross Domestic Product Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7. Interest Rate Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B. AUTOMATICALLY ADJUSTED PROGRAM AMOUNTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
C. DEMOGRAPHIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Fertility Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Death Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Life Expectancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Immigration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
D. PROGRAMMATIC ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Covered Workers and Coverage Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Disability Insured. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Disability Incidence Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Disability Termination Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2
2
2
2
3
3
4
4
4
5
6
6
6
6
7
7
7
7
8
8
8

III. BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A. NUMBER OF DISABILITY INSURANCE (DI) BENEFICIARIES. . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Awards and Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Terminations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Withheld (Suspensions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6. Dependents of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B. NUMBER OF OLD-AGE AND SURVIVORS INSURANCE (OASI) BENEFICIARIES . . . . . . . . .
1. Fully Insured Beneficiaries Aged 60 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
a. In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b. Awards: Establishing the Fully Insured Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
c. Awards: Establishing Retirement Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
e. Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
f. Semiannual Retired Worker Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Minor Children. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Disabled Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Student Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Semiannual Child Projections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6. Young Spouses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7. Mothers and Fathers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8. Semiannual Young Spouses and Mothers and Fathers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9. Disabled Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10. Uninsured Aged Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11. Uninsured Aged Widows and Widowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12. Parents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13. Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14. OASDI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18
18
19
21
23
23
23
23
58
58
58
58
58
59
59
59
60
60
61
61
61
61
62
62
62
63
63
63
64

iii

C. AVERAGE BENEFIT AT AWARD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Sample Composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Simulated Samples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Simulated Earnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Earnings Prior to 1951 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6. Benefit Calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7. Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
D. DISABILITY INSURANCE BENEFIT PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Benefits In Non-Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
E. OLD-AGE AND SURVIVORS INSURANCE BENEFIT PAYMENTS. . . . . . . . . . . . . . . . . . . . . . . .
1. Average Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Benefits In Non-Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Dual-Entitlement Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6. Quarterly Benefit Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

160
160
160
160
160
161
161
162
168
168
168
168
192
192
192
193
194
194
194

IV. TRUST FUND INCOME AND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A. TRUST FUND INCOME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. FICA and SECA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. State Deposits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Taxation of Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6. Military Service Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7. Benefits to Uninsured Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B. TRUST FUND OUTGO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. Unnegotiated Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Vocational Rehabilitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Railroad Board Interchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Administrative Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
C. TRUST FUND PROGRESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. DI Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

231
231
231
231
231
231
231
232
233
233
235
235
235
235
236
236
237
237

V.

ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A. LOW COST ASSUMPTIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B. HIGH COST ASSUMPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

257
257
268

APPENDICES
DETERMINATION OF THE WAGE BASE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SCHEDULED INCREASES IN NORMAL RETIREMENT AGE (NRA) . . . . . . . . . . . . . . . . . . . . . .
DISABLED WORKER INCIDENCE AND AWARDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DISABLED WORKER ADJUSTED INCIDENCE RATE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DISABLED WORKER TERMINATIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
AVERAGE AGE OF DISABLED WORKERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DISABLED WORKER PROJECTION BY SINGLE-YEAR-OF-AGE. . . . . . . . . . . . . . . . . . . . . . . . .
GLOSSARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

281
282
283
284
285
286
287
288

A.
B.
C.
D.
E.
F.
G.
H.

iv

LIST OF TABLES
Table

Description

Page

II. ASSUMPTIONS
II.1
II.2
II.3
II.4
II.5
II.6
II.7
II.8
II.9

Principal Economic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . .
Cost-of-Living Benefit Increases, Average Wage and Average Wage Index Increases,
OASDI Contribution and Benefit Base, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . .
Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . .
Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Covered Workers in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Covered Workers as a Percent of the Social Security Area Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selected OASDI Short-Range Programmatic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

III.A1
III.A2
III.A3
III.A4

Workers Fully Insured for Old-Age and Survivors Insurance Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Social Security Area Population Under Normal Retirement Age . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Workers Under Normal Retirement Age Who Are Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Labor Force Participation Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

III.A5
III.A6
III.A7
III.A8
III.A9
III.A10
III.A11
III.A12
III.A13
III.A14
III.A15
III.A16
III.A17
III.A18
III.A19
III.A20
III.A21
III.A22
III.A23

Workers Insured in the Event of Disability as a Percent of Fully Insured . . . . . . . . . . . . . . . . . . . . . . . . . . .
Workers Insured in the Event of Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Incidence Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Total Termination Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Termination Rates Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Termination Rates Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Termination Rates Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Total Terminations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Terminations Due to Death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Terminations Due to Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Terminations Due to “Other” Reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Worker Withheld Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Awards to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Awards to Minor, Disabled, and Student Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . .
DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Young Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9
10
11
12
13
14
15
16
17

III. BENEFIT PAYMENTS
25
26
27
28

Disability Insurance Program—Number of Beneficiaries

III.A24
III.A25
III.A26

v

29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50

III.A27
III.A28
III.A29
III.A30
III.A31
III.A32
III.A33

DI Young Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Aged Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Aged Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Total Spouses of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Minor Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Disabled Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Student Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

51
52
53
54
55
56
57

Old-Age and Survivors Insurance Program—Number of Beneficiaries
III.B1
III.B2
III.B3
III.B4
III.B5
III.B6
III.B7
III.B8
III.B9
III.B10
III.B11
III.B12
III.B13
III.B14
III.B15
III.B16
III.B17
III.B18
III.B19
III.B20
III.B21
III.B22
III.B23
III.B24
III.B25
III.B26
III.B27
III.B28
III.B29
III.B30

Population in the Social Security Area, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
OASI Workers Who Are Fully Insured, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Percent of the Population That Is Fully Insured, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Insured Aged Widows and Widowers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Insured Aged Spouses With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total Insured Aged Beneficiaries In Force, Age 60 or Older . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total Insured Aged Beneficiaries In Force, Age 60 or Older as a Percentage of Fully Insured Population .
Retirement Rates for Insured Aged OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Insured Aged Widows and Widowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Insured Aged Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force. . . . . . . . . . . . . . . .
Insured Aged Widows and Widowers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Insured Aged Widows and Widowers With Benefits Withheld, as a Percentage of
Insured Aged Widow(ers) In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Insured Aged Spouses With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Insured Aged Spouses With Benefits Withheld, as a Percentage of Insured Aged Spouses In Force . . . . . .
Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Insured Aged Widows and Widowers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . .
Insured Aged Spouses With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Non-Orphan and Orphan Population, Under 18, in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . .
Minor Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population . . . . . . . . .
Awards to Minor Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minor Children of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minor Children of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . .
Minor Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

vi

65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94

III.B31
III.B32
III.B33
III.B34
III.B35
III.B36
III.B37
III.B38
III.B39
III.B40
III.B41
III.B42
III.B43
III.B44
III.B45
III.B46
III.B47
III.B48
III.B49
III.B50
III.B51
III.B52
III.B53
III.B54
III.B55
III.B56
III.B57
III.B58
III.B59
III.B60
III.B61
III.B62
III.B63
III.B64
III.B65
III.B66
III.B67
III.B68
III.B69

Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population . . . . . . . . . . . .
Awards to Minor Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minor Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Minor Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . .
Uninsured Population in the Social Security Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Retired Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Deceased Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population . . . . . . . . .
Awards to Disabled Children of Retired Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population . . . . . . .
Awards to Disabled Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Retired Workers With Benefits Withheld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Retired Workers With Benefits Withheld, as a Percentage of
Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of
Disabled Children In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Children of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . .
Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Children of Retired Workers With Benefits In Force and as a Percent of Male Retired Workers In Force . .
Children of Retired Workers With Benefits In Current-Payment Status and as a Percent of
Male Retired Workers In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Children of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Children of Deceased Workers With Benefits In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . .
Young Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers
Awards to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force .
Young Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Young Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . .
Young Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Young Widow(er)s of Deceased Workers, Per 1,000 Awards to Eligible Children of
Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Young Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Young Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Young Widow(er)s
In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Young Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . .
Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . .
Young Husbands of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status . .
Mother Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . .
Father Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . .

vii

95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133

III.B70
III.B71
III.B72
III.B73
III.B74
III.B75
III.B76
III.B77
III.B78
III.B79
III.B80
III.B81
III.B82
III.B83
III.B84
III.B85
III.B86
III.B87
III.B88
III.B89
III.B90
III.B91
III.B92
III.B93
III.B94

Disabled Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Disabled Widow(er)s as a Percentage of the Uninsured Population, Less Those Already
In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Disabled Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Those In Force . .
Disabled Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabled Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . .
Uninsured Aged Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Uninsured Aged Spouses of Retired Workers, as a Percentage of the Uninsured Population,
Less Those Already In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Uninsured Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Uninsured Aged Spouses of Retired Workers With Benefits Withheld, as a Percentage of Those In Force .
Uninsured Aged Spouses of Retired Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Uninsured Aged Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . .
Aged Spouses of Retired Workers With Benefits In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Aged Spouses of Retired Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . .
Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Uninsured Aged Widow(er)s of Deceased Workers, as a Percentage of the Uninsured
Population, Less Those Already In Force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Awards to Uninsured Aged Widow(er)s of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of
Those In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld . . . . . . . . . . . . . . . . . . . . . . . .
Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . .
Aged Widow(er)s of Deceased Workers With Benefits In Force . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status . . . . . . . . . . . . . . . . . . .
Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status . . . . . . . .
Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158

OASDI Average Award Amounts
III.C1
III.C2
III.C3
III.C4
III.C5

DI Average Monthly Benefit Awarded to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit Awarded to Young and Aged Spouses of Disabled Workers . . . . . . . . . . . . . .
DI Average Monthly Benefit Awarded to Minor, Disabled, and Student Children of Disabled Workers . . .
Average Monthly Benefit Awarded to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit Awarded to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

163
164
165
166
167

Disability Insurance Program—Benefit Payments
III.D1
III.D2
III.D3
III.D4
III.D5

DI Average Monthly Benefit to Male Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Female Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Total Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Young Wives of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Young Husbands of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

viii

170
171
172
173
174

III.D6
III.D7
III.D8
III.D9
III.D10
III.D11
III.D12
III.D13
III.D14
III.D15
III.D16
III.D17
III.D18
III.D19
III.D20
III.D21
III.D22

DI Average Monthly Benefit to Aged Wives of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Aged Husbands of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Total Spouses of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Minor Children of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Disabled Children of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Average Monthly Benefit to Student Children of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment Benefits to Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment Benefits to Young Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment Benefits to Aged Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment Benefits to Total Spouses of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment Benefits to Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment Benefits to Total Children of Disabled Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries. . . . . . . . . . . . . . . . .
DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers . . . . . . . . . . . . . . . .
DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers. . . . . . .
DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers . . . . . .

175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191

Old-Age and Survivors Insurance Program—Benefit Payments
III.E1
III.E2
III.E3
III.E4
III.E5
III.E6
III.E7
III.E8
III.E9
III.E10
III.E11
III.E12
III.E13
III.E14
III.E15

Average Monthly Benefit of Retired Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Young and Aged Spouses of Retired Workers In Current-Payment Status . . .
Average Monthly Benefit to Minor, Disabled, and Student Children of Retired Workers
In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Minor Child Survivors of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Disabled Child Survivors of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Student Child Survivors of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Aged Widows and Widowers of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Mother and Father Beneficiaries In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Parents of Deceased Workers In Force, Awarded, Terminated,
and In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Disabled Widows and Widowers of Deceased Workers In Force,
Awarded, Terminated, and In Current-Payment Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Monthly Benefit to Special Age-72 Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . .
Current-Payment Benefits to Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Young Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Aged Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Total Spouses of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ix

195
196
197
198
199
200
201
202
203
204
205
206
207
208
209

III.E16
III.E17
III.E18
III.E19
III.E20
III.E21
III.E22
III.E23
III.E24
III.E25
III.E26
III.E27
III.E28
III.E29
III.E30
III.E31
III.E32
III.E33
III.E34
III.E35

Current-Payment Benefits to Children of Retired Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Children of Deceased Workers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to OASI Children . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Aged Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Mother and Father Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Parents of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Disabled Widows and Widowers of Deceased Workers . . . . . . . . . . . . . . . . .
Current-Payment Benefits to Special Age-72 Beneficiaries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Non-Current-Payment Benefits to Retired Workers and Dependents, Other Than Benefits Due to AERO .
Non-Current-Payment Benefits to Retired Workers and Dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Non-Current-Payment Benefits to Survivors of Deceased Workers, Other Than Benefits Due to AERO . .
Non-Current-Payment Benefits to Survivors of Deceased Workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lump-Sum Death Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Number of OASI Beneficiaries Receiving Both a Retired Worker and Secondary Benefit,
by Type of Secondary Benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Average Reduced Secondary Benefits for OASI Beneficiaries Receiving Both a Retired Worker
and Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired Worker and
Secondary Benefit, by Type of Secondary Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusted Current-Payment Benefits, Non-Current-Payment Benefits, and Total Benefits to
OASI Beneficiaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Non-Current-Payment Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229

IV. TRUST FUND INCOME AND OUTGO
IV.1
IV.2
IV.3
IV.4
IV.5
IV.6
IV.7
IV.8
IV.9
IV.10
IV.11
IV.12
IV.13
IV.14
IV.15
IV.16
IV.17

Contribution Rates to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FICA, SECA, and State Deposit Revenue to the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FICA, SECA, and State Deposit Revenue to the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Income from Taxation of OASI and DI Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Benefits Withheld from Nonresident Aliens and Credited to the OASI and DI Trust Funds. . . . . . . . . . . . .
Payments to the OASI and DI Trust Funds due to Military Service Credits . . . . . . . . . . . . . . . . . . . . . . . . .
Reimbursements for Payments to Uninsured Persons Who Attained Age 72 Before 1968 . . . . . . . . . . . . . .
Interest Paid to the OASI and DI Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks . . . . . . . . . . . . . . . . . . . . . .
Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds . . . . . . . . . . . . . . .
Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program . . . . . . . . . . . . . . .
Net Administrative Expenses from the OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . .

x

239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255

V. ESTIMATES BASED ON ALTERNATIVE ASSUMPTIONS
Low Cost Assumptions
V.A1
V.A2
V.A3
V.A4
V.A5
V.A6
V.A7
V.A8
V.A9
V.A10
V.A11
V.A12
V.A13
V.A14

Principal Economic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . .
Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and
Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . .
Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selected OASDI Short-Range Programmatic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . .

259
259
260
260
260
261
261
262
263
264
265
266
267
267

High Cost Assumptions
V.B1
V.B2
V.B3
V.B4
V.B5
V.B6
V.B7
V.B8
V.B9
V.B10
V.B11
V.B12
V.B13
V.B14

Principal Economic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Additional Economic Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds . . . . . . . . . . .
Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and
Benefit Bases, and Retirement Earnings Test Exempt Amounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions. . . . . . . . . .
Selected OASDI Short-Range Demographic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selected OASDI Short-Range Programmatic Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Beneficiaries In Current-Payment Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of OASDI Benefit Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the OASI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the DI Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations of the Combined OASI and DI Trust Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Trust Fund Ratios of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds . . . . . . . . . . . .

xi

269
269
270
270
270
271
271
272
273
274
275
276
277
277

.

LIST OF FIGURES
Figure

Description

Page

1

DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014 . . . . . . . . . . . . . . . . . . .

24

2

OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014. . . . . . . . . . . . . . . . .

64

3

Summary of OASDI Beneficiaries in Current-Payment Status, end of Calendar Year 2004 . . . . . . . . 159

4

Summary of OASDI Benefit Payments, Calendar Year 2004. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

5

Income of the Combined OASI and DI Trust Funds, Calendar Year 2004. . . . . . . . . . . . . . . . . . . . . . 256

6

Outgo of the Combined OASI and DI Trust Funds, Calendar Year 2004. . . . . . . . . . . . . . . . . . . . . . . 256

7

Assets of the Combined OASI and DI Trust Funds, as of December 31, 2004 . . . . . . . . . . . . . . . . . . 256

8

Trust Fund Ratios of the OASI and DI Trust Funds, Calendar Years 1980-2014. . . . . . . . . . . . . . . . . 256

9

Trust Fund Ratios of the OASI Trust Fund, by Alternative, Calendar Years 1980-2014 . . . . . . . . . . . 278

10

Trust Fund Ratios of the DI Trust Fund, by Alternative, Calendar Years 1980-2014. . . . . . . . . . . . . . 278

11

Trust Fund Ratios of the Combined OASI and DI Trust Funds, by Alternative,
Calendar Years 1980-2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

xiii

.

SHORT-RANGE ACTUARIAL PROJECTIONS OF THE
OLD-AGE, SURVIVORS, AND DISABILITY INSURANCE PROGRAM, 2005
I. BACKGROUND
• The summarized cost rate over a subperiod is the ratio
of (i) the sum of the present value of each year’s outgo,
to (ii) the sum of the present value of each year’s taxable
payroll.

Actuarial Study No.119 describes the assumptions and methodology used to estimate the future short-range financial
operations of the Old-Age, Survivors, and Disability Insurance program as presented in the 2005 OASDI Trustees
Report. The principal economic and demographic assumptions are set by the Social Security Board of Trustees. The
same methodology described herein for the Trustees Report
is also used to estimate the future short-range financial operations of the OASDI program for the Administration’s Budget and the Budget’s Mid-Session Review processes.
However, the principal economic assumptions for the Budget projections are set by the Office of Management and
Budget (OMB).

To assess the overall financial balance for the long-range, we
calculate summarized income rates and cost rates for the full
75-year period. In addition, the summarized income rate is
augmented by the value of trust fund assets on hand at the
beginning of the period. Similarly, the summarized cost rate
is adjusted to include the additional cost of accumulating
end-of-period assets equal to 100 percent of the following
year’s outgo. The difference between the summarized
income and cost rates for the 75-year valuation period is
called the actuarial balance. Based on the 2005 Trustees
Report1 intermediate set of assumptions, an actuarial deficit
of 1.92 percent of taxable payroll is projected. This represents the difference between the summarized income rate of
13.87 percent, and the corresponding cost rate of 15.79 percent. Previous actuarial studies have described the methods
used in preparing the long-range estimates of the financial
status of the OASDI program.2

The financial status of the Old-Age, Survivors, and Disability Insurance (OASDI) program is evaluated on the basis of
estimates made over several time periods: the next 10 years
(short-range), and the next 75 years (long-range). The longrange period is further broken down into various subperiods
for evaluation. Short-range estimates provide an indicator of
the program’s ability to pay benefits over the next several
years. By monitoring these estimates, the short-range staff of
the Office of the Chief Actuary can identify the possible
need for legislative action in the near future. In contrast,
long-range estimates provide tools for evaluating the size of
the financial obligation that the OASDI program will place
on future generations, and for determining whether current
provisions for financing will be adequate in the long term.

The short-range financial status is generally measured by the
trust fund ratio, as previously defined. The short-range test
of financial adequacy is met if either of the following is satisfied:
• The trust fund ratio equals or exceeds 100 percent
throughout the 10-year projection period;

A number of different measures are used to assess the financial status of the trust funds over the next 75 years:

• The trust fund ratio is initially less, but attains 100 percent within the first 5 years and remains at or above 100
percent with sufficient income to pay benefits on time
every month during the entire 10-year projection.

• The trust fund ratio is the ratio of (i) trust fund assets at
the beginning of the year, to (ii) benefit payments and
administrative expenses, or “outgo” during the year.

The annual Trustees Report contains short-range and longrange projections of the operations of the OASI and DI Trust
Funds, based on three different sets of economic, demographic, and programmatic assumptions. The different sets
of assumptions are classified as low cost, intermediate, and
high cost. Although projections in the Trustees Report are
shown on an annual basis, most figures in the short-range
period are actually prepared on a semiannual, quarterly, or
monthly basis. This study presents much of the detail not
included in the annual report, along with discussions of the
current methods used in the short-range projections.

• The income rate for any year is the ratio of (i) payroll
taxes collected on covered earnings plus income taxes
collected from the taxation of OASDI benefits, to (ii)
earnings in covered employment that are taxable under
the OASDI program, or “taxable payroll”.
• The cost rate for any year is the ratio of (i) OASDI benefit payments plus administrative expenses, to (ii) taxable payroll.
• The summarized income rate over a subperiod is the
ratio of (i) the sum of the present value of each year’s
tax income, to (ii) the sum of the present value of each
year’s taxable payroll.

1

The 2005 Annual Report of the Board of Trustees of the Federal Old-Age
and Survivors Insurance and Disability Insurance Trust Funds (April 5,
2005).
2 Actuarial Study No. 91: Long-Range Estimates of the Financial Status of
the Old-Age, Survivors, and Disability Insurance Program, 1983 (Stephen
Goss, April 1984).
1

Assumptions

II. ASSUMPTIONS
Income to and outgo from the OASI and DI Trust Funds
depend on many economic, demographic, and program-specific assumptions and methods. These include productivity,
inflation, average earnings, fertility, mortality, net immigration, marriage, divorce, retirement patterns, and disability
incidence and termination. Income depends on how these
factors affect the size and composition of the working population and the general level of earnings. Similarly, outgo
depends on how these factors affect the size and composition
of the beneficiary population and the general level of benefits.
Estimates for the annual Trustees Report are prepared under
a range of assumptions:
• Alternative I is characterized as low cost—it assumes
relatively rapid economic growth, low inflation, and
favorable (from the standpoint of program financing)
demographic conditions.
• Alternative II is characterized as intermediate—it is
based on the principal economic and demographic
assumptions set by the Social Security Board of Trustees, and it represents the Trustees’ consensus estimates
of the most likely future economic and demographic
conditions.
• Alternative III is characterized as high cost—it assumes
slow economic growth, more rapid inflation, and financially disadvantageous demographic conditions.
Sections II, III and IV of this study present estimates from
the intermediate set of assumptions for the 2005 Trustees
Report. Section V presents results based on the low cost and
high cost alternatives.
Estimates for the Administration’s Budget and the Budget’s
Mid-Session Review are prepared under one set of assumptions, based on principal economic assumptions set by OMB.
Such estimates are not included in this study.
A. ECONOMIC ASSUMPTIONS
An econometric model designed by the Office of the Chief
Actuary, Revenue Estimates and Economic Analysis Group
projects values for key OASDI program-related variables
based, in part, on the economic assumptions. These variables
include total and average wages in OASDI covered employment, the number of workers in covered employment, automatic cost-of-living adjustments (COLAs), and average
wages used for Social Security indexing purposes.
Tables II.1 and II.2 summarize respectively the principal
economic assumptions and additional economic factors
under the intermediate estimates, that are critical to the projections of the future financial status of the combined OASI
and DI Trust Funds. In the discussion that follows, assumptions under the low cost and high cost alternatives are pre2

sented for comparison. For details regarding the alternative
assumptions, refer to tables V.A1-V.A3 and V.B1-V.B3.
1. Productivity Assumptions
Total U.S. economy productivity is defined as the ratio of
real gross domestic product (GDP) to hours worked by all
workers. 1 The rate of change in total productivity is a major
determinant in the growth of average earnings. The annual
increase in total productivity averaged 2.2, 1.2, 1.3, and 1.6
percent over the business cycles 1966-73, 1973-78, 1978-89,
1989-2000, respectively. The ultimate annual increases in
productivity are assumed to be 1.9, 1.6, and 1.3 percent for
the low cost, intermediate, and high cost assumptions,
respectively.
For the intermediate assumptions, the annual change in productivity is assumed to decrease from 3.3 percent for 2004 to
2.0 percent for 2005 and 2006, then to an average of
1.8 percent for the years 2007 to 2009. Though declining,
these changes are relatively strong by historical standards.
After 2009, the annual change in productivity gradually
decreases to the ultimate assumed level of 1.6 percent by
2013. For the low cost assumptions, the annual change in
productivity decreases gradually from 3.2 percent for 2004
to the ultimate assumed level of 1.9 percent by 2012. For the
high cost assumptions, the annual change in productivity
decreases from 3.1 percent for 2004 to 0.5 percent for 2005.
Thereafter, the annual change in productivity varies with the
business cycle until reaching its ultimate growth rate of
1.3 percent for 2014.
2. Price Inflation Assumptions
Future changes in the Consumer Price Index for Urban Wage
Earners and Clerical Workers (hereafter denoted as CPI) will
directly affect the OASDI program through the automatic
cost-of-living benefit increases. Future changes in the GDP
chain-type price index (hereafter, the GDP deflator) affect
the nominal levels of the GDP, wages, self-employment
income, average earnings, and the taxable payroll.
Historically, the CPI has increased by an average of
4.5 percent for the 40 years from 1963 to 2003, while GDP
deflator has increased by 4.0 percent during the same period.
It should be noted that several methodological changes made
by the Bureau of Labor Statistics in methods for computing
the CPI since 1995 will tend to reduce the difference
between the growth rates of these indices in the future.
The ultimate annual increases in the CPI are assumed to be
1.8, 2.8, and 3.8 percent for the low cost, intermediate, and
high cost assumptions, respectively. These rates of increase
1

Historical levels of real GDP are from the Bureau of Economic Analysis’
(BEA) National Income and Product Accounts (NIPA). Historical total
hours worked is an unpublished series provided by the Bureau of Labor
Statistics (BLS), and is for all civilian and military wage and salary workers and the self-employed.

Assumptions

reflect a growing belief that future inflationary shocks will
more likely be offsetting and that future monetary policy will
be more like the recent past, with its strong emphasis on
holding the growth rate in prices to relatively low levels.
For each alternative, the ultimate annual increase in the GDP
deflator is assumed to be equal to the sum of the annual
increases in the CPI and a -0.3 percentage point price differential. This differential is based primarily on methodological
differences in the construction of the two indices. Hence, the
ultimate annual increase in the GDP deflator is 1.5, 2.5 and
3.5 percent for the low cost, intermediate and high cost
assumptions, respectively.
For the intermediate assumptions, the annual change in the
CPI is assumed to decrease from 2.6 percent for 2004 to
2.2 percent for 2005. Thereafter, the annual change in the
CPI increases gradually to the assumed ultimate rate of
2.8 percent as of 2008. For the low cost assumptions, the
annual change in the CPI decreases from 2.0 percent for
2005 to 1.7 percent for 2006, then rises to the assumed ultimate rate of 1.8 percent for 2007. For the high cost assumptions, the annual change in the CPI mostly increases from
2.5 percent for 2004 to 5.7 percent for 2009, then decreases
to its assumed ultimate rate of 3.8 percent as of 2013.
3. Average Earnings Assumptions
The level of average (nominal) earnings in OASDI covered
employment for each year has a direct effect on the size of
the taxable payroll and on the future level of average benefits. In addition, increases in the level of average wages in
the U.S. economy directly affect the indexation, under the
automatic-adjustment provisions in the law, of the OASDI
benefit formulas, the contribution and benefit base, the
exempt amounts under the retirement earnings test, the
amount of earnings required for a quarter of coverage, and
under certain circumstances, the automatic cost-of-living
benefit increases.
This covered earnings concept is closely linked to average
U.S. earnings, defined as the ratio of the sum of total U.S.
wage and salary disbursements and proprietor income to the
sum of total U.S. military and total civilian (household)
employment. The growth rates in average U.S. earnings can
be broken down into the growth rates for total U.S. economy
productivity and the GDP price index (see previous two sections), and the growth rates for other components, including
average hours worked, the ratio of earnings to compensation
(which includes fringe benefits), and the ratio of compensation to GDP.
The average annual change in average hours worked was
-0.2 percent over the last 40 years. The ultimate annual rates
of change for average hours worked are assumed to be 0.1,
0.0, and -0.1 percent for the low cost, intermediate, and high
cost assumptions, respectively.

The average annual change in the ratio of earnings to compensation was -0.3 percent from 1963 to 2003. For wage
workers, the assumed ultimate annual rates of change in the
ratio of earnings to compensation are -0.1, -0.2, and -0.3 percent, for the low cost, intermediate, and high cost assumptions, respectively.
Thus, the ultimate projected annual growth rate in average
U.S. earnings is about 3.9 percent for the intermediate
assumptions. This reflects assumed ultimate annual growth
rates of about 1.6, -0.2, 0.0, and 2.5 percent for productivity,
the ratio of earnings to compensation, average hours worked,
and the GDP deflator, respectively. Similarly, the ultimate
projected annual growth rate in average nominal U.S. earnings is 3.4 percent for the low cost assumptions and
4.5 percent for the high cost assumptions.
Over long periods of time the average annual growth rates in
average U.S. earnings and average earnings in OASDI covered employment are expected to be very close to the average annual growth rates in the average wage in OASDI
covered employment (henceforth the average covered wage).
Thus, the assumed ultimate annual growth rates in the average covered wage are 3.4, 3.9, and 4.4 percent for the low
cost, intermediate, and high cost assumptions, respectively.
For the intermediate assumptions, the annual rate of change
in the average covered wage is assumed to rise from the estimated 3.8 percent increase for 2004 to an average of
4.3 percent over the 2005 to 2008 period, then to fall to an
average of 4.1 percent from 2009 to 2013. Thereafter, the
annual rate of change in the average covered wage moves to
its assumed ultimate annual growth rate of 3.9 percent for
2014.
4. Assumed Real-Wage Differentials
For simplicity, real increases in the average OASDI covered
wage have traditionally been expressed in the form of realwage differentials—i.e., the percentage change in the average covered wage minus the percentage change in the CPI.
This differential is closely related to assumed growth rates in
average earnings and productivity, which are discussed in the
previous section. Over the 40-year period, 1964-2003, the
real-wage differential averaged 1.0 percentage point. The
assumed ultimate annual average covered real-wage differentials are 1.6, 1.1, and 0.6 percentage point(s) for the low
cost, intermediate, and high cost assumptions, respectively.
Based on preliminary data, the real-wage differential was
1.2 percentage points for 2004. For the intermediate assumptions, the real-wage differential is projected to rise to about
2.1 and 2.2 percentage points in 2005 and 2006, respectively.
The real-wage differential is then projected to fall to
1.8 percentage points for 2007, 1.5 percentage points for
2008, and to the ultimate assumed differential of
1.1 percentage points (3.9 percent nominal wage growth less
2.8 percent CPI inflation) by 2014.
3

Assumptions

For the low cost assumptions, the real-wage differential is
assumed to be in the range of 1.2 percentage points to
2.4 percentage points between 2004 and 2012, moving to the
ultimate assumed real-wage differential of 1.6 percentage
points thereafter. For the high cost assumptions, the realwage differential for the short-range period is projected to
fluctuate between -0.7 and 2.6 percentage points, eventually
stabilizing at about 0.6 percentage point for 2013 and later.
5. Labor Force and Unemployment Projections
The civilian labor force is projected by age, sex, marital status, and presence of children. Projections of the labor force
participation rates for each subgroup take into account the
percentages of the population that are disabled or in the military, the levels of Social Security retirement benefits, the
state of the economy, and changes in life expectancy. The
projections also include a “lagged-cohort effect” that applies
changes in participation rates for a cohort at a specific age
(relative to earlier cohorts at the same age) to participation
rates for that cohort at older ages.
The annual rate of growth in the size of the labor force
decreased from an average of about 2.1 percent during the
1970s and 1980s to about 1.2 percent from 1990 to 2003.
Further slowing of labor force growth is projected due to a
substantial slowing of growth in the working age population
in the future—a natural consequence of the baby-boom generation approaching retirement and the succeeding lowerbirth-rate cohorts reaching working age. Under the intermediate assumptions, the labor force is projected to increase by
about 0.9 percent per year, on average, through 2014.
The unemployment rate is in the most commonly cited form,
the civilian rate. The total unemployment rate presented
reflects the projected levels of unemployment for various
age-sex subgroups of the population. The unemployment
rate for each subgroup is projected based on a specification
(consistent with Okun’s Law) relating changes in the unemployment rate to the changes in the business cycle, as measured by the ratio of the actual to potential GDP. For each
alternative, the total unemployment rate is projected to move
toward the ultimate assumed rate as the economy moves
toward the long-range sustainable growth path.
The ultimate assumed unemployment rates are 4.5, 5.5, and
6.5 percent for the low cost, intermediate, and high cost
assumptions, respectively, and they are reached in 2014.
6. Gross Domestic Product Projections
The real growth rate in gross domestic product (GDP) equals
the combined growth rates for total employment, productivity, and average hours worked. Total employment is the sum
of the U.S. Armed Forces and total civilian employment,
which is based on the projected total civilian labor force and
unemployment rates. For the 40-year period from 1963 to

4

2003, the average growth rate in real GDP was 3.3 percent,
combining the approximate growth rates of 1.7, 1.8, and
-0.2 percent for its components—total employment, productivity, and average hours worked, respectively.
For the intermediate assumptions, the average annual growth
in real GDP is projected to be 2.7 percent over the shortrange projection period (2005-14), a slower rate than the
3.3 percent average observed over the historical 40-year
period (1963-2003). This slowdown is primarily due to
slower projected growth in total employment. For the low
cost assumptions, annual growth in real GDP is projected to
average 3.3 percent over the decade ending in 2014. The relatively faster growth is due mostly to a higher assumed rate
of growth in worker productivity. For the high cost assumptions, real GDP is assumed to fall in the last quarter of 2004
and the first and second quarters of 2005, resulting in a total
decline in real GDP of 1.2 percent. After 11 quarters of
recovery, a second recession, with a total decline in real GDP
of 1.7 percent, is assumed to begin in the second quarter of
2008 and last 3 quarters. After the second recession, a moderate economic recovery is assumed through 2011, with continued modest economic growth thereafter. For the high cost
assumptions, annual growth in real GDP is projected to average 2.0 percent for the decade ending in 2014.
7. Interest Rate Projections
Investment policy for the trust funds is set by law (see Interest in section IV. Trust Fund Income and Outgo for more
detail). Non-marketable securities called special issues are
issuable only to the trust funds and include certificates of
indebtedness—short-term securities maturing within 12
months of issue—and bonds maturing 1 to 15 years in the
future. Special-issue investments bear interest rates determined by a formula. The current formula sets the rate applicable in a given month to the average market yield on
marketable interest-bearing securities of the Federal government which are not due or callable until after 4 years from
the date the rate is determined. This formula became effective with the October 1960 rate. The rate is determined on
the last business day of the month preceding the month of
issue.
For the 10-year short-range projection period, nominal interest rates are projected based on changes in the business cycle
and in the CPI. Under the intermediate assumptions, the
nominal interest rate is projected to rise from 4.3 percent for
2004 to 5.6 for 2008 and 2009, and to 5.7 percent for 2010,
reflecting a recovering economy along with a higher rate of
inflation. Thereafter, the nominal interest rate rises to the
ultimate assumed level of 5.8 percent for 2011. For the low
cost assumptions, the average annual nominal interest rate is
assumed to reach an ultimate level of about 5.5 percent for
2012. For the high cost assumptions, it is assumed to peak at

Assumptions

8.7 percent for 2010, and then decline to an ultimate rate of
about 6.0 percent for 2013.
Monthly and average annual nominal interest rates are
shown in table II.3, along with the annual effective rate
earned by the overall assets of the trust funds in each year.
This rate is calculated as the amount of interest earned during the year divided by the average level of assets for the
year. Since almost all of the interest to the trust funds is paid
at the end of June and December, an average balance is calculated for each calendar half-year based on detailed cash
flow data of the trust funds. Dividing total interest earned by
the sum of the average balances for each half-year produces
the desired effective rate.
Effective rates can also be estimated by calculating the dollar-weighted rate of return for the year—or for each halfyear period compounded to yield an annual rate. The dollarweighted return is the interest rate that satisfies the following
equation:

assetsbop + ∑ PV (income) = ∑ PV (outgo) + PV (assetseop )
In words, the desired effective rate equates (i) the assets at
the beginning of the period plus the present value of trust
fund income, to (ii) the present value of trust fund outgo plus
the present value of assets at the end of the period. Income
and outgo are discounted from various times throughout the
month based on detailed cash flow data.
B.
AUTOMATICALLY
AMOUNTS

ADJUSTED

PROGRAM

The Social Security Act specifies that certain program
amounts affecting the determination of OASDI benefits are
to be adjusted annually, in general, to reflect changes in the
economy. The law prescribes specific formulas that, when
applied to reported statistics, produce automatic revisions in
these program amounts and hence in the benefit-computation
procedures. These automatic adjustments are based upon
measured changes in the national average wage index
(AWI) 2 and the CPI. 3 In this section, values are shown for
program amounts that are subject to automatic adjustment,
from the time that such adjustments became effective
through 2014.
Tables II.4 and II.5 present the historical and projected values, under the intermediate assumptions, of the CPI-based
benefit increases, as well as the AWI series and the values of
2

For a more precise definition and history of the indexing series, see Title
20, Chapter III, section 404.211(c) of the Code of Federal Regulations,
and Actuarial Note No. 103: Average Wages for Indexing Under the Social
Security Act and the Automatic Determinations for 1979-81 (Eli Donkar,
May 1981).
3 Details of these indexation procedures are published annually in the Federal Register, and are also available on the Internet at www.socialsecurity.gov/OACT/COLA/index.html.

many of the wage-indexed program amounts. Projections
under the alternative assumptions are presented in tables
V.A4-V.A5 and V.B4-V.B5.
Table II.4 includes:
• The annual percentage increases which have been
applied to OASDI benefits under automatic cost-of-living adjustment provisions in the Social Security Act.
The benefit increase for December 2004 is 2.7 percent,
based on the increase in the not seasonally adjusted CPIW from the third quarter of 2003 through the third quarter of 2004. The increase first applies to the December
benefit, which is payable in January 2005.
• The annual levels of and percentage increases in the
AWI. Under section 215(b)(3) of the Social Security
Act, the AWI for each year after 1950 is used to index
the taxable earnings of most workers first becoming eligible for benefits in 1979 or later. This procedure converts a worker’s past earnings to approximately their
equivalent values near the time of the worker’s retirement or other eligibility, and these indexed values are
used to calculate the worker’s benefit. The AWI for
2003 is $34,064.95, and it is used to adjust most of the
other program amounts that are subject to the automaticadjustment provisions.
• The OASDI contribution and benefit base—the maximum amount of earnings subject to the OASDI payroll
tax in the specified year. The OASDI contribution and
benefit base for 2005 is $90,000. Employees and
employers will each pay a tax rate of 6.2 percent on
wages up to the wage base—that is, a person with
$90,000 or more in wages will pay the maximum
$5,580.00 in OASDI taxes in 2005. Refer to appendix A
for details on determining the wage base.
• The retirement earnings test exempt amounts—the
annual amount of earnings below which beneficiaries
are not subject to benefit withholding. The retirement
test exempt amounts for 2005 are $12,000 for beneficiaries under normal retirement age (NRA), and $31,800
for those at NRA. The latter amount is provided by Public Law 104-121. Under the retirement test, beneficiaries under NRA will have a $1 reduction in benefits for
every $2 in earnings over $12,000. Public Law 106-182
eliminated the earnings test for workers attaining NRA
through age 69 in 2000 or later. However, the limits still
apply to all months prior to the beneficiary’s birthday in
the year he or she attains NRA, specifically a $1 reduction in benefits for every $3 in earnings over $31,800.
Table II.5 includes:
• The bend points used in determining a beneficiary’s PIA
are $627 and $3,779. For a retired worker retiring at age
62 in 2005, the PIA is determined as follows:

5

Assumptions

(90 percent of the first $627 of AIME) + (32 percent of
AIME in excess of $627 but not in excess of $3,779) +
(15 percent of AIME in excess of $3,779).
• The bend points used in determining a beneficiary’s
maximum family benefit (MFB) are $801, $1,156, and
$1,508. For a retired worker retiring at age 62 in 2005,
the MFB is determined as follows: (150 percent of the
first $801 of PIA) + (272 percent of PIA in excess of
$801 but not in excess of $1,156) + (134 percent of PIA
in excess of $1,156 but not in excess of $1,508) + (175
percent of PIA in excess of $1,508).
• The amount of earnings required to receive one quarter
of coverage in 2005 is $920. In order to be insured for
benefits, the beneficiary must acquire a requisite number of quarters of coverage.
• The “old-law” contribution and benefit base for 2005 is
$66,900. This is the base that would have been in effect
before the enactment of the 1977 amendments. The oldlaw base is used in determining special-minimum benefits for certain workers who have many years of low
earnings in covered employment, and also in calculating
OASDI benefits for workers who are eligible to receive
pensions based on noncovered employment. In addition,
it is used for certain purposes under the Railroad Retirement program, and in determining the maximum pension guaranteed under the Employee Retirement Income
Security Act (ERISA).
Details on determining each year’s average wage index and
related OASDI program amounts are described in a separate
actuarial note. 4
In addition to the program amounts affecting the determination of OASDI benefits that reflect changes in the economy,
there are certain legislated changes that have affected, and
will affect, benefits. Two such changes are the scheduled
increases in the normal retirement age and in the delayed
retirement credits. The scheduled changes in these two
important items and their effect on benefits expressed as a
percentage of PIA are shown in Appendix B.

1. Fertility Rate
During the 1976-90 period, the total fertility rate rose from
1.74 children per woman to 2.07. Since then, the total fertility rate has remained fairly stable, around 2.0 children per
woman.

For the intermediate projection, the assumed ultimate total
fertility rate of 1.95 children per woman is attained in 2029
after a gradual decline from the 2000 level of 2.06. In contrast, ultimate levels of fertility for low cost and high cost
alternatives by 2029 are 2.2 and 1.7, respectively. Estimates
are based on recent fertility rates and evolving trends in agespecific birth rates.
2. Death Rate
Since 1979, the age-sex-adjusted death rate declined at an
average rate of 0.7 percent per year.

The age-sex-adjusted death rate is assumed to continue
decreasing steadily during the entire projection period. The
intermediate assumption predicts a total reduction of 42 percent from the 2004 level by 2079. In contrast, over the same
period the low cost alternative predicts a total reduction of
20 percent; the high cost alternative predicts a total reduction
of 62 percent.
Of the estimated 2.57 million deaths that occurred in 2004,
1.93 million (75 percent) were individuals age 65 or older.
Since changes in mortality at these ages directly affect benefit payments, death rates for ages 65 or older are an integral
part of the future financial status of the OASDI program.
Since 1900, mortality at ages 65 or older has declined
roughly 0.72 percent per year. Since 1979, the rate of decline
has been less dramatic, about 0.47 percent annually. However, based on potential future changes in health care and life
style, the assumed ultimate average annual rate of decline in
age-sex-adjusted death rates for ages 65 or older is 0.67 percent under the intermediate assumptions, 0.29 percent under
the low cost assumptions, and 1.17 percent under the high
cost assumptions.

C. DEMOGRAPHIC ASSUMPTIONS

The Demographic Analysis Group, Office of the Chief Actuary, prepares estimates of the Social Security area population
based on the principal demographic assumptions set by the
OASDI Trustees. Table II.6 summarizes these principal
demographic assumptions under the intermediate estimates.
In the discussion that follows, principal demographic
assumptions under the low cost and high cost alternatives are
presented for comparison. For details regarding the alternative assumptions, refer to tables V.A6 and V.B6.

4

6

Actuarial Note No. 133: Average Wages for 1985-90 for Indexing Under
the Social Security Act (Michael Clingman and Jeffrey Kunkel, September
1992).

3. Life Expectancy
Life expectancy, or average remaining number of years
expected prior to death, is calculated in two different forms,
for two separate purposes.

Period life expectancy is calculated for a given year using
the actual or expected death rates at each age for that year. It
is a useful summary statistic for illustrating the overall level
of the death rates experienced in a single year. It is thus
closely related to the age-sex-adjusted death rate discussed
above. Period life expectancy for a particular year may be
viewed as the expected remaining life at a selected age only
if it is assumed that there is no change in death rates after
that year.

Assumptions

Cohort life expectancy truly answers the question “What is
the expected average remaining lifetime for an individual at
a selected age in a given year?” Cohort life expectancies are
calculated using death rates not from a single year, but from
the series of years in which the individual will actually reach
each succeeding age if he or she survives.
Under intermediate assumptions, period life expectancy for a
newborn increases from 74.6 years in 2004 to 81.6 years by
2079 for a male; and from 79.6 years in 2004 to 85.2 years in
2079 for a female. Period life expectancy at age 65 increases
from 16.2 years in 2004 to 20.4 years by 2079 for a male;
and from 19.0 years in 2004 to 22.8 years in 2079 for a
female.
Under the low cost alternative, period life expectancy for a
newborn increases to 78.3 years for a male and 82.1 years for
a female, by 2079. Period life expectancy at age 65 increases
to 17.8 years for a male and 20.4 years for a female, by 2079.
Under the high cost alternative, period life expectancy for a
newborn increases to 86.1 years for a male and 89.2 years for
a female, by 2079. Period life expectancy at age 65 increases
to 23.7 years for a male and 26.0 years for a female, by 2079.

For details regarding the alternative assumptions, refer to
tables V.A7 and V.B7.
1. Covered Workers and Coverage Rate
A covered worker in a given year is any worker with some
earnings in that year creditable for Social Security purposes.
The projection of the number of covered workers is developed within the econometric model referred to earlier. The
coverage rate summarizes the number of covered workers
during the year as a percentage of the working-age population in the Social Security area. Table II.7 shows historical
and projected counts of covered workers, and table II.8
shows analogous coverage rates.
2. Fully Insured
Fully insured status is required of a worker for most types of
OASDI benefits. This status is obtained by earning one quarter of coverage (QC) 7 for each year after attainment of age
21 and before the earliest of (i) attainment of age 62, (ii)
onset of disability, or (iii) death. The fully insured population
is developed according to the following steps:

1. Using data from the CWHS (Continuous Work History
Sample) on quarters of coverage, historical arrays are
established, by sex and single year of age, which represent counts of newly insured workers, i.e. workers who
have just attained sufficient quarters of coverage to be
insured (for ages 62 or older, this means 40 or more
quarters of coverage). Because of unavoidable lags in
earnings data for recent historical years, the newly
insured counts are revised each year for the three most
recent years.

Cohort life expectancies are somewhat greater than period
life expectancies for the same year. This is because death
rates for any given age tend to decline as time passes and the
cohort grows older. 5
4. Immigration
Total net immigration is assumed to be 1,000,000 persons
per year for the intermediate projection. The assumed level
of net annual immigration is the combination of 600,000 net
legal immigrants per year and 400,000 net other immigrants
per year. In contrast, annual net immigration for the low cost
and high cost alternatives is estimated to be 1,400,000 and
722,500, respectively.

2. Newly insured counts are then divided by covered
worker counts, to produce arrays of newly insured rates.
For each sex and cohort, a weighted average of these
rates is formed for the five most recent historical years.
These weighted averages are then multiplied against
projected covered worker numbers, resulting in an
extension into the projection years of the newly insured
worker arrays.

Actual future values for the demographic factors will likely
exhibit cyclical fluctuations; the values assumed here are
intended to represent the average experience for such cycles.
Details of the various factors used to derive the demographic
assumptions are described in a separate actuarial study. 6

3. The newly insured population arrays are then accumulated, by summing over each sex and cohort from the
year that fully insured status is attained, and applying
survival rates. This produces a preliminary set of fully
insured population arrays.

D. PROGRAMMATIC ASSUMPTIONS

Table II.9 summarizes the principal programmatic assumptions under the intermediate estimates. In the discussion that
follows, principal programmatic assumptions under the low
cost and high cost alternatives are presented for comparison.

4. The preliminary fully insured arrays are divided, cell by
cell, by arrays of the Social Security area population, to
produce preliminary arrays of fully insured rates. The
latter are smoothed in various ways, and also “corrected” with the use of actual in force data for ages 6569 over recent historical years. For ages 70 or older, we

5

For details on period and cohort life expectancies, refer to Actuarial Study
No. 116: Life Tables for the United States Social Security Area 1900-2100
(Felicitie Bell, and Michael Miller, August 2002).
6 Actuarial Study No. 112: Social Security Area Population Projections:
1997 (Felicitie Bell, August 1997).

7

In 2005, a worker receives one QC (up to a maximum of four) for each
$920 of annual covered earnings. This dollar amount is indexed each year
by increases in average wages.
7

Assumptions

rely completely on actual in force data from recent
years, operating under the assumption that by age 70,
virtually all fully insured individuals have chosen to
receive a benefit. The result is the final set of arrays of
fully insured rates, and companion arrays of fully
insured population.
Overall fully insured rates are shown in table II.9, whereas a
detailed treatment of the fully insured population and fully
insured rates, by sex and age group, appears in tables III.B2
and III.B3. The overall fully insured rate has grown from 71
percent at the end of 1975 to 82 percent at the end of 2004. It
is expected to reach 87 percent by the end of 2014. This
growth is attributable largely to the increase in the female
labor force participation experienced during the last two
decades, and projected to continue throughout the next
decade.
3. Disability Insured
Disability insured status is required of a worker for eligibility for a primary disability benefit and auxiliary benefits to
family members. To be insured for disability benefits, a
worker must accrue a sufficient number of QCs to be
deemed fully insured, and in addition must have worked
recently in covered employment. The number of required
QCs varies by age, and ranges from 6 out of the last 12 quarters, to 20 out of the last 40. The disability insured population expressed as a percentage of the fully insured population
is projected by age and gender based on recent experience
and labor force participation rates, as described in section
III.A. The disability insured rates shown are ratios of the disability insured population to the total population aged 15 to
normal retirement age, as of December 31. Overall, the percentage of the population that is disability insured is projected to steadily rise throughout the short-range period.
4. Disability Incidence Rate
The general decline in disability incidence between 1975-82
is attributable in part to a “stricter” program. Following a
period of very low growth in incidence from 1983-89, the DI
program experienced a surge in disability claims beginning
in 1990 and incidence rates rose significantly through 1992.
The period 1992-2000 is characterized by robust economic
expansion, low unemployment, and legislative restrictions
on certain impairments. These and other factors have contributed to the decline in applications and awards over this
period. Recent sharp annual increases in incidence rates over
the period 2001-04 represented a notable departure from the
experience of the preceding decade, which generally showed
modest annual declines in the age-sex-adjusted disability
incidence rate. These increases were likely due in large part
to the slowdown in economic growth experienced during
that period.

However, a special administrative activity undertaken by
SSA beginning in 2001 has also contributed slightly to the
8

upsurge in disabled worker awards. This special workload
was the result of discovering a substantial number of current
or former recipients of Supplemental Security Income (SSI)
benefits whose disability-insured status under the DI program was not previously recognized. As this special disability workload is processed over the next several years, the
resulting disability awards will contribute to temporarily
higher incidence rates than would have been expected as part
of longer term underlying trends. After the last of the special
workload cases is processed (2010), the incidence rates are
projected to drop back somewhat from recent levels, consistent with an assumed return to faster economic growth.
The intermediate estimates show an incidence rate of
roughly 5.0 disabled workers per thousand insured by the
end of the short-range period (2014); the corresponding estimates for the low cost and high cost alternatives are 4.2 and
5.9 disabled workers per thousand insured, respectively.
5. Disability Termination Rate
Most disabled worker benefits are terminated as a result of
death or conversion to retired worker benefits. Recovery is a
smaller yet more volatile termination category, subject to
significant swings as it is influenced by new legislation and
budgetary constraints. The downward trend in the overall
disability termination rate is the result of two significant
trends in the DI rolls that have developed over the years: (i)
falling death rates, and (ii) the prominence of mental impairments, which has led to an increase in younger and physically healthier beneficiaries. The result has been fewer
conversions to retired worker benefits, as well as fewer
deaths.

In 2003, the termination rate fell sharply reflecting a large
decline in conversions as the normal retirement age began to
increase 2 months each year until reaching age 66. As a
result, a portion of the annual conversions are deferred from
one year to the next until the transition is complete by 2009.
The overall termination rate (reflecting all causes) is projected to remain near the 2003 level before increasing back
to higher levels in 2009 when the gradual increase in the normal retirement age ceases. For more details, see Terminations: Conversion in section III. Benefit Payments.
The intermediate estimates show a termination rate (reflecting all causes) of roughly 91 terminations per thousand disabled worker beneficiaries by the end of the short-range
period (2014); the corresponding estimates for the low cost
and high cost alternatives are 95 and 87 terminations per
thousand disabled worker beneficiaries, respectively.
Further details on trends in disability incidence and termination are described in the next section. A complete discussion
can be found in Actuarial Study No. 118. 8
8

Actuarial Study No. 118: Social Security Disability Insurance Program
Worker Experience (Tim Zayatz, June 2005).

Assumptions

Table II.1.—Principal Economic Assumptions
(Calendar years 1975-2014)
Annual percentage change in-Productivity:
Total U.S.
economy1

Earnings as a
percent of
compensation2

Average
hours worked3

GDP
price index4

Annual average
wage in covered
employment5

Consumer
Price Index6

Real-wage
differential7

1975.........................
1976.........................
1977.........................
1978.........................
1979.........................

2.7
2.4
1.1
0.8
0.5

-1.0
-0.9
-0.7
-0.3
-0.3

-1.7
-0.4
-0.1
0.4
-0.1

9.5
5.8
6.4
7.0
8.3

6.7
8.5
6.8
11.6
9.8

9.1
5.7
6.5
7.7
11.4

-2.4
2.8
0.3
3.9
-1.6

1980.........................
1981.........................
1982.........................
1983.........................
1984.........................

0.0
2.3
-0.5
2.7
2.1

-0.5
-0.4
-0.5
-0.2
0.0

-0.8
-0.9
-0.7
0.5
0.9

9.1
9.4
6.1
3.9
3.8

6.7
10.8
6.3
4.2
6.0

13.4
10.3
6.0
3.0
3.5

-6.7
0.6
0.3
1.2
2.5

1985.........................
1986.........................
1987.........................
1988.........................
1989.........................

1.8
2.3
0.7
1.1
0.7

0.1
0.0
0.3
0.2
-0.1

0.2
-1.1
0.1
0.8
0.8

3.0
2.2
2.7
3.4
3.8

6.0
4.6
4.6
5.3
3.9

3.5
1.6
3.6
4.0
4.8

2.6
3.0
1.0
1.3
-0.9

1990.........................
1991.........................
1992.........................
1993.........................
1994.........................

1.6
1.2
3.2
0.3
0.9

-0.1
-0.7
0.2
-0.9
-0.3

-0.9
-0.4
-0.4
1.1
0.8

3.9
3.5
2.3
2.3
2.1

5.1
3.0
4.9
1.9
3.7

5.2
4.1
2.9
2.8
2.5

-0.1
-1.1
2.0
-0.9
1.3

1995.........................
1996.........................
1997.........................
1998.........................
1999.........................

0.1
2.4
1.5
1.9
2.3

0.7
1.1
0.8
0.2
0.1

1.0
-0.1
0.8
0.8
0.5

2.0
1.9
1.7
1.1
1.4

4.7
4.0
5.6
6.2
4.8

2.9
2.9
2.3
1.3
2.2

1.8
1.1
3.4
4.8
2.6

2000.........................
2001.........................
2002.........................
2003.........................
2004.........................

2.4
2.0
3.2
3.5
3.3

0.1
-0.3
-1.3
-0.8
-0.5

-1.2
-1.3
-1.0
-1.4
0.0

2.2
2.4
1.7
1.8
2.2

6.1
2.0
0.4
2.6
3.8

3.5
2.7
1.4
2.2
2.6

2.6
-0.8
-1.0
0.4
1.2

2005.........................
2006.........................
2007.........................
2008.........................
2009.........................

2.0
2.0
1.8
1.8
1.8

-.4
.0
-.1
-.1
-.1

-.1
.0
.0
.0
.0

1.6
1.8
2.3
2.5
2.5

4.2
4.3
4.4
4.3
4.1

2.2
2.2
2.6
2.8
2.8

2.1
2.2
1.8
1.5
1.3

2010.........................
2011.........................
2012.........................
2013.........................
2014.........................

1.7
1.7
1.7
1.6
1.6

-.1
-.1
-.1
-.1
-.2

.0
.0
.0
.0
.0

2.5
2.5
2.5
2.5
2.5

4.1
4.1
4.2
4.0
3.9

2.8
2.8
2.8
2.8
2.8

1.3
1.3
1.4
1.2
1.1

Calendar year

1
2
3
4
5
6
7

Total U.S. economy productivity is the ratio of gross domestic product (GDP) to total hours worked by all workers.
The ratio of total earnings to total compensation. Total earnings is the sum of wage and salary disbursements and proprietor’s income. Total compensation is the sum of employee
compensation and proprietor’s income.
Average hours worked per week is the ratio of total hours worked to total employment in the U.S. economy.
The GDP price index measures the prices paid for goods and services produced by the U.S. economy.
Total wages per worker in employment covered by the OASDI program.
The Consumer Price Index is the average annual value for the calendar year of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W).
The real-wage differential is the difference between nominal wage growth and inflation. This differential is calculated as the percent change in average annual covered wages
minus the percent change in the average annual CPI-W. Numbers may not add due to rounding.

Sources:
• Historical real GDP is from the National Income and Product Accounts (NIPA) and is published in the Survey of Current Business, Bureau of Economic Analysis (BEA), Department of Commerce.
• Historical GDP price index is from the BEA’s NIPA and is published in various issues of the Survey of Current Business.
• Historical CPI-W series is from the Bureau of Labor Statistics (BLS), Department of Labor.
• Historical total hours worked is an unpublished series provided by the BLS.
• Historical average wages in covered employment are from the Annual Statistical Supplement, Social Security Administration.
• Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A1 and V.B1 for low cost and high cost alternatives, respectively.

9

Assumptions

Table II.2.—Additional Economic Factors
(Calendar years 1975-2014)
Average annual percentage change in-Average annual
unemployment rate1
(percent)

Labor force1

Total employment2

Real GDP3

Average annual
interest rate4
(percent)

1975 ..................................
1976 ..................................
1977 ..................................
1978 ..................................
1979 ..................................

8.5
7.7
7.1
6.1
5.9

2.0
2.5
2.9
3.3
2.7

-1.1
3.3
3.6
4.3
2.8

-0.2
5.3
4.6
5.6
3.2

7.4
7.1
7.1
8.2
9.1

1980 ..................................
1981 ..................................
1982 ..................................
1983 ..................................
1984 ..................................

7.2
7.6
9.7
9.6
7.5

1.9
1.6
1.4
1.2
1.8

.5
1.1
-.8
1.3
4.1

-.2
2.5
-1.9
4.5
7.2

11.0
13.3
12.8
11.0
12.4

1985 ..................................
1986 ..................................
1987 ..................................
1988 ..................................
1989 ..................................

7.2
7.0
6.2
5.5
5.3

1.7
2.1
1.7
1.5
1.8

2.0
2.2
2.6
2.2
2.0

4.1
3.5
3.4
4.1
3.5

10.8
8.0
8.4
8.8
8.7

1990 ..................................
1991 ..................................
1992 ..................................
1993 ..................................
1994 ..................................

5.6
6.9
7.5
6.9
6.1

1.6
.4
1.4
.8
1.4

1.2
-.9
.5
1.3
2.2

1.9
-.2
3.3
2.7
4.0

8.6
8.0
7.1
6.1
7.1

1995 ..................................
1996 ..................................
1997 ..................................
1998 ..................................
1999 ..................................

5.6
5.4
4.9
4.5
4.2

1.0
1.2
1.8
1.0
1.2

1.4
1.4
2.2
1.4
1.5

2.5
3.7
4.5
4.2
4.4

6.9
6.6
6.6
5.6
5.9

2000 ..................................
2001 ..................................
2002 ..................................
2003 ..................................
2004 ..................................

4.0
4.8
5.8
6.0
5.5

2.3
.8
.8
1.1
0.6

2.5
.0
-.3
.9
1.1

3.7
.8
1.9
3.0
4.4

6.2
5.2
4.9
4.1
4.3

2005 ..................................
2006 ..................................
2007 ..................................
2008 ..................................
2009 ..................................

5.4
5.3
5.3
5.4
5.4

1.6
1.4
1.1
.9
.8

1.7
1.5
1.1
.8
.8

3.6
3.5
3.0
2.7
2.5

4.2
5.1
5.5
5.6
5.6

2010 ..................................
2011 ..................................
2012 ..................................
2013 ..................................
2014 ..................................

5.5
5.5
5.5
5.5
5.5

.8
.8
.6
.6
.6

.7
.7
.6
.6
.6

2.5
2.4
2.3
2.2
2.1

5.7
5.8
5.8
5.8
5.8

Calendar year

1

Civilian.
Civilian employment plus U.S. Armed Forces.
3 The real gross domestic product (GDP) is the market value of all final goods and services produced by labor and property located in the U.S., expressed in 2000 dollars.
4 The average annual interest rate is the average of the 12 monthly nominal interest rates for special public-debt obligations issuable to the trust funds. In practice, these rates are
compounded semiannually.

2

Sources:
• Historical real GDP is from the National Income and Product Accounts (NIPA) and is published in the Survey of Current Business, Bureau of Economic Analysis (BEA), Department of Commerce.
• Historical interest rates are from unpublished monthly report, Department of the Treasury.
• Historical labor force, civilian employment, and unemployment rates are from Employment and Earnings, Bureau of Labor Statistics (BLS), Department of Labor.
• U.S. Armed Forces is from the Census Bureau.
• Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A2 and V.B2 for low cost and high cost alternatives, respectively.

10

Assumptions

Table II.3.—Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds
(Calendar years 1975-2014)
[Percent]
Calendar
year

January

February

March

April

May

June

July

August

September

October

November

December

Average
nominal
rate

OASDI
effective
rate

1975 .......
1976 .......
1977 .......
1978 .......
1979 .......

7.125
7.250
6.375
7.625
9.000

7.125
7.250
7.125
7.750
8.750

6.875
7.250
7.125
7.875
9.000

7.250
7.125
7.125
8.000
8.875

7.625
7.125
7.125
8.000
9.000

7.375
7.500
7.125
8.250
8.750

7.375
7.375
7.000
8.375
8.500

7.500
7.250
7.125
8.375
8.750

7.625
7.125
7.000
8.250
9.000

7.875
7.125
7.125
8.375
9.250

7.375
6.875
7.375
8.875
10.500

7.625
6.500
7.375
8.625
10.000

7.396
7.146
7.083
8.198
9.115

6.593
6.731
6.958
7.199
7.524

1980 .......
1981 .......
1982 .......
1983 .......
1984 .......

10.000
11.875
13.500
10.500
11.750

10.750
12.125
13.750
10.875
11.500

12.375
12.875
13.625
10.375
11.875

12.250
12.500
13.625
10.625
12.375

10.375
13.500
13.250
10.250
12.625

9.750
13.000
13.250
10.750
13.750

9.625
13.250
13.875
10.875
13.750

10.125
14.000
13.250
11.750
12.875

11.125
14.875
12.250
11.875
12.750

11.500
15.250
11.625
11.375
12.375

12.000
14.250
10.625
11.625
11.625

12.125
12.500
10.750
11.500
11.500

11.000
13.333
12.781
11.031
12.396

8.568
9.947
11.178
10.768
11.601

1985 .......
1986 .......
1987 .......
1988 .......
1989 .......

11.500
9.125
7.500
8.875
9.250

11.125
9.250
7.375
8.250
9.000

11.875
8.375
7.375
8.125
9.375

11.625
7.625
7.625
8.625
9.375

11.375
7.625
8.375
8.875
9.125

10.375
8.375
8.625
9.250
8.750

10.250
7.750
8.500
8.875
8.250

10.625
7.750
8.750
9.125
7.875

10.375
7.250
9.000
9.250
8.375

10.375
7.750
9.625
8.875
8.500

10.125
7.625
9.000
8.625
8.000

9.750
7.375
9.000
9.125
8.000

10.781
7.990
8.396
8.823
8.656

11.213
11.091
10.063
9.773
9.572

1990 .......
1991 .......
1992 .......
1993 .......
1994 .......

8.125
8.125
6.875
6.875
6.000

8.500
8.125
7.250
6.500
5.750

8.625
8.125
7.375
6.250
6.250

8.750
8.125
7.625
6.250
6.875

9.125
8.125
7.625
6.125
7.125

8.750
8.125
7.375
6.250
7.250

8.500
8.250
7.125
5.875
7.375

8.375
8.250
6.750
5.875
7.125

8.875
7.875
6.625
5.625
7.250

8.875
7.500
6.500
5.625
7.750

8.625
7.500
6.875
5.625
7.875

8.375
7.375
7.000
5.875
8.000

8.625
7.958
7.083
6.063
7.052

9.324
9.090
8.744
8.322
8.040

1995 .......
1996 .......
1997 .......
1998 .......
1999 .......

8.000
5.875
6.625
6.000
5.000

7.750
5.875
6.625
5.750
5.000

7.375
6.375
6.750
5.875
5.625

7.375
6.625
7.125
6.000
5.625

7.250
6.875
6.875
6.000
5.625

6.500
7.000
6.875
5.875
6.000

6.500
6.875
6.750
5.750
6.125

6.625
6.875
6.250
5.750
6.250

6.500
7.125
6.625
5.375
6.250

6.375
6.875
6.375
4.875
6.250

6.250
6.500
6.125
5.125
6.250

6.000
6.250
6.125
5.125
6.375

6.875
6.594
6.594
5.625
5.865

7.846
7.615
7.500
7.228
6.948

2000 .......
2001 .......
2002 .......
2003 .......
2004 .......

6.625
5.375
5.250
4.000
4.250

6.750
5.375
5.250
4.125
4.125

6.500
5.250
5.125
3.875
4.000

6.250
5.250
5.625
4.000
3.875

6.375
5.500
5.250
4.000
4.500

6.500
5.625
5.250
3.500
4.625

6.250
5.625
5.000
3.625
4.625

6.125
5.250
4.750
4.500
4.500

6.000
5.125
4.375
4.500
4.125

6.000
4.875
3.875
4.000
4.125

5.875
4.500
4.125
4.375
4.125

5.625
5.000
4.500
4.375
4.375

6.240
5.229
4.865
4.073
4.271

6.851
6.634
6.395
6.002
5.678

2005 .......
2006 .......
2007 .......
2008 .......
2009 .......

4.000
4.875
5.500
5.625
5.625

3.875
4.875
5.500
5.625
5.625

3.875
5.000
5.500
5.625
5.625

3.625
5.000
5.500
5.625
5.625

3.875
5.000
5.500
5.625
5.625

4.000
5.125
5.500
5.625
5.625

4.250
5.125
5.500
5.625
5.625

4.375
5.125
5.500
5.625
5.625

4.500
5.250
5.500
5.625
5.625

4.625
5.250
5.500
5.625
5.625

4.625
5.250
5.500
5.625
5.625

4.750
5.375
5.625
5.625
5.625

4.198
5.104
5.510
5.625
5.625

5.449
5.322
5.325
5.361
5.394

2010 .......
2011........
2012 .......
2013 .......
2014 .......

5.625
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.750
5.750
5.750
5.750
5.750

5.740
5.750
5.750
5.750
5.750

5.436
5.483
5.520
5.559
5.597

Sources:
• Historical nominal interest rates from unpublished monthly report, Department of the Treasury; future rates projected by Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group. These rates apply only to new investments for the month shown. The average nominal interest rate is the average of the 12 monthly rates.
• Historical effective interest rates based on Social Security administrative records; projected rates earned by the combined OASI and DI Trust Funds are based on a dollar-weighted
rate of return over 6-month periods.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A3 and V.B3 for low cost and high cost alternatives, respectively.

11

Assumptions

Table II.4.—Cost-of-Living Benefit Increases, Average Wage and Average Wage Index Increases,
OASDI Contribution and Benefit Base, and Retirement Earnings Test Exempt Amounts
(Calendar years 1975-2014)
OASDI
benefit increase 1
(percent)

Average wage2

Increase in average
wage index 3
(percent)

OASDI
contribution and
benefit base 4

1975 ....................................
1976 ....................................
1977 ....................................
1978 ....................................
1979 ....................................

8.0
6.4
5.9
6.5
9.9

$8,630.92
9,226.48
9,779.44
10,556.03
11,479.46

7.5
6.9
6.0
7.9
8.7

1980 ....................................
1981 ....................................
1982 ....................................
1983 ....................................
1984 ....................................

14.3
11.2
7.4
3.5
3.5

12,513.46
13,773.10
14,531.34
15,239.24
16,135.07

1985 ....................................
1986 ....................................
1987 ....................................
1988 ....................................
1989 ....................................

3.1
1.3
4.2
4.0
4.7

1990 ....................................
1991 ....................................
1992 ....................................
1993 ....................................
1994 ....................................

Under normal
retirement age 5

Normal
retirement age 6

$14,100
15,300
16,500
17,700
22,900

$2,520
2,760
3,000
3,240
3,480

$2,520
2,760
3,000
4,000
4,500

9.0
10.1
5.5
4.9
5.9

25,900
29,700
32,400
35,700
37,800

3,720
4,080
4,440
4,920
5,160

5,000
5,500
6,000
6,600
6,960

16,822.51
17,321.82
18,426.51
19,334.04
20,099.55

4.3
3.0
6.4
4.9
4.0

39,600
42,000
43,800
45,000
48,000

5,400
5,760
6,000
6,120
6,480

7,320
7,800
8,160
8,400
8,880

5.4
3.7
3.0
2.6
2.8

21,027.98
21,811.60
22,935.42
23,132.67
23,753.53

4.6
3.7
5.2
.9
2.7

51,300
53,400
55,500
57,600
60,600

6,840
7,080
7,440
7,680
8,040

9,360
9,720
10,200
10,560
11,160

1995 ....................................
1996 ....................................
1997 ....................................
1998 ....................................
1999 ....................................

2.6
2.9
2.1
1.3
8 2.5

24,705.66
25,913.90
27,426.00
28,861.44
30,469.84

4.0
4.9
5.8
5.2
5.6

61,200
62,700
65,400
68,400
72,600

8,160
8,280
8,640
9,120
9,600

7 12,500
7 13,500
7 14,500
7 15,500

2000 ....................................
2001 ....................................
2002 ....................................
2003 ....................................
2004 ....................................

3.5
2.6
1.4
2.1
2.7

32,154.82
32,921.92
33,252.09
34,064.95
35,157.10

5.5
2.4
1.0
2.4
3.2

76,200
80,400
84,900
87,000
87,900

10,080
10,680
11,280
11,520
11,640

7 17,000
7 25,000
7 30,000

2005 ....................................
2006 ....................................
2007 ....................................
2008 ....................................
2009 ....................................

2.0
2.2
2.7
2.8
2.8

36,599.68
38,137.06
39,793.49
41,463.08
43,155.26

4.1
4.2
4.3
4.2
4.1

90,000
93,000
96,600
100,800
105,000

12,000
12,360
12,840
13,320
13,920

31,800
32,760
34,200
35,640
37,080

2010 ....................................
2011 ....................................
2012 ....................................
2013 ....................................
2014 ....................................

2.8
2.8
2.8
2.8
2.8

44,893.85
46,702.32
48,631.78
50,572.35
52,532.90

4.0
4.0
4.1
4.0
3.9

109,500
114,000
118,500
123,300
128,400

14,520
15,120
15,720
16,320
17,040

38,640
40,320
41,880
43,560
45,360

Calendar year

1
2
3
4

5
6

7
8

Retirement earnings test exempt amounts

11,280

30,720
31,080

Effective with benefits payable for June in each year 1975-82, and for December in each year after 1982.
Average wages used for Social Security indexing purposes.
Increase in the average wage index over the prior year.
The bases for years after 1989 were increased slightly by changes to the indexing procedure, as required by Public Law 101-239. Prior to 1991, the Hospital Insurance (HI) contribution base was the same as the OASDI contribution and benefit base. Higher HI bases of $125,000, $130,200, and $135,000 applied for 1991-93, respectively. Public Law 103-66
repealed the HI contribution base.
See Glossary for definition of “Normal retirement age—NRA”.
During the period 1955-82, the retirement earnings test did not apply at ages 72 or older; during 1983-99, it did not apply at ages 70 or older. Public Law 106-182 eliminated the
earnings test for workers attaining normal retirement age through age 69 in 2000 or later. Exception: the test still applies to all months prior to attainment of the full retirement age
in the calendar year the beneficiary attains full retirement age.
Amount specified by Public Law 104-121.
Benefit increase for 1999 was originally determined as 2.4 percent, but pursuant to Public Law 106-554 is effectively now 2.5 percent.

Sources:
• Historical figures published in various issues of the Federal Register.
• Historical average wages in covered employment from Annual Statistical Supplement.
• Future benefit increases based on assumed future growth in CPI; all other future figures based on average amount of total wages.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A4 and V.B4 for low cost and high cost alternatives, respectively.

12

Assumptions

Table II.5.—Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions
(Calendar years 1978-2014)
AIME “bend points” in PIA formula

Calendar year

PIA “bend points” in maximum-family-benefit formula

Earnings
required for a
quarter of
coverage 1

“Old-law”
contribution
and benefit
base 2

First

Second

First

Second

Third

3/

3/

3/

3/

3/

4 $1,085

4 $230

4 $332

3/
4 $433

4 $250

4 $180

260

$18,900

1980.........................
1981.........................
1982.........................
1983.........................
1984.........................

194
211
230
254
267

1,171
1,274
1,388
1,528
1,612

248
270
294
324
342

358
390
425
468
493

467
508
554
610
643

290
310
340
370
390

20,400
22,200
24,300
26,700
28,200

1985.........................
1986.........................
1987.........................
1988.........................
1989.........................

280
297
310
319
339

1,691
1,790
1,866
1,922
2,044

358
379
396
407
433

517
548
571
588
626

675
714
745
767
816

410
440
460
470
500

29,700
31,500
32,700
33,600
35,700

1990.........................
1991.........................
1992.........................
1993.........................
1994.........................

356
370
387
401
422

2,145
2,230
2,333
2,420
2,545

455
473
495
513
539

656
682
714
740
779

856
890
931
966
1,016

520
540
570
590
620

38,100
39,600
41,400
42,900
45,000

1995.........................
1996.........................
1997.........................
1998.........................
1999.........................

426
437
455
477
505

2,567
2,635
2,741
2,875
3,043

544
559
581
609
645

785
806
839
880
931

1,024
1,052
1,094
1,147
1,214

630
640
670
700
740

45,300
46,500
48,600
50,700
53,700

2000.........................
2001.........................
2002.........................
2003.........................
2004.........................

531
561
592
606
612

3,202
3,381
3,567
3,653
3,689

679
717
756
774
782

980
1,034
1,092
1,118
1,129

1,278
1,349
1,424
1,458
1,472

780
830
870
890
900

56,700
59,700
63,000
64,500
65,100

2005.........................
2006.........................
2007.........................
2008.........................
2009.........................

627
647
674
702
732

3,779
3,901
4,061
4,231
4,415

801
827
861
897
936

1,156
1,194
1,243
1,295
1,351

1,508
1,557
1,621
1,689
1,762

920
950
990
1,030
1,080

66,900
69,000
71,700
74,700
78,000

2010.........................
2011.........................
2012.........................
2013.........................
2014.........................

763
794
826
860
895

4,600
4,788
4,981
5,181
5,396

975
1,015
1,056
1,098
1,144

1,408
1,465
1,524
1,585
1,651

1,836
1,911
1,988
2,068
2,153

1,120
1,170
1,220
1,270
1,320

81,300
84,600
88,200
91,500
95,400

1978.........................
1979.........................

1

See Glossary for a description of quarter-of-coverage requirements prior to 1978.
Contribution and benefit base that would have been determined automatically under the law in effect prior to enactment of the Social Security Amendments of 1977. The bases for
years after 1989 were increased slightly through the effect of a new procedure to determine the base, as required by Public Law 101-239.
3 No provision in law for this amount in this year.
4 Amount specified for first year by Social Security Amendments of 1977; amounts for subsequent years subject to automatic-adjustment provisions.
2

Sources:
• Historical figures published in various issues of the Federal Register.
• Figures for 2005 and later based on average amount of total wages.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A5 and V.B5 for low cost and high cost alternatives, respectively.

13

Assumptions

Table II.6.—Selected OASDI Short-Range Demographic Assumptions
(Calendar years 1975-2014)
Total
fertility rate 1

Male

Female

Male

Female

Legal 4

Other 5

1975 ..............................
1976 ..............................
1977 ..............................
1978 ..............................
1979 ..............................

1.77
1.74
1.80
1.76
1.82

1,099.0
1,088.8
1,057.5
1,052.1
1,017.3

68.7
69.1
69.4
69.6
70.0

76.6
76.8
77.2
77.3
77.7

13.7
13.8
13.9
14.0
14.2

18.0
18.1
18.3
18.3
18.6

294,303
313,919
372,824
424,628
358,437





1980 ..............................
1981 ..............................
1982 ..............................
1983 ..............................
1984 ..............................

1.82
1.80
1.81
1.78
1.79

1,035.9
1,007.2
975.8
987.7
980.1

69.9
70.4
70.8
70.9
71.1

77.5
77.9
78.2
78.1
78.2

14.0
14.2
14.5
14.3
14.4

18.4
18.6
18.8
18.6
18.7

410,348
446,989
439,152
416,848
412,825





1985 ..............................
1986 ..............................
1987 ..............................
1988 ..............................
1989 ..............................

1.84
1.83
1.86
1.92
2.00

984.2
975.3
965.6
974.9
948.8

71.1
71.1
71.3
71.3
71.6

78.2
78.3
78.4
78.4
78.6

14.4
14.5
14.6
14.6
14.9

18.6
18.7
18.7
18.7
18.9

433,449
451,247
458,922
476,472
467,334





1990 ..............................
1991 ..............................
1992 ..............................
1993 ..............................
1994 ..............................

2.07
2.06
2.04
2.02
2.00

931.2
918.8
906.2
928.0
916.2

71.8
72.0
72.3
72.1
72.3

78.9
79.0
79.2
79.0
79.1

15.1
15.2
15.3
15.2
15.3

19.1
19.2
19.3
19.0
19.1

501,065
548,000
620,986
644,696
583,390





1995 ..............................
1996 ..............................
1997 ..............................
1998 ..............................
1999 ..............................

1.98
1.98
1.97
2.00
2.01

913.9
900.4
885.1
878.3
884.3

72.5
73.0
73.4
73.7
73.8

79.1
79.2
79.4
79.4
79.3

15.4
15.5
15.6
15.7
15.7

19.1
19.1
19.1
19.1
19.0

573,719
662,284
571,800
489,360
523,037





2000 ..............................
2001 ..............................
2002 6............................
2003 6............................
2004 6............................

2.06
2.03
2.02
2.03
2.02

875.6
867.1
866.2
861.9
857.9

74.0
74.1
74.4
74.5
74.6

79.4
79.5
79.5
79.5
79.6

15.9
16.1
16.0
16.1
16.2

19.0
19.1
19.0
19.0
19.0

677,579
798,126
730,689
529,370
600,000

550,000
550,000
550,000
400,000
400,000

2005 ..............................
2006 ..............................
2007 ..............................
2008 ..............................
2009 ..............................

2.02
2.02
2.01
2.01
2.01

854.2
849.8
845.0
839.7
834.1

74.8
74.9
75.0
75.2
75.3

79.6
79.7
79.7
79.8
79.9

16.2
16.3
16.4
16.4
16.5

19.0
19.0
19.1
19.1
19.1

675,000
675,000
600,000
600,000
600,000

400,000
400,000
400,000
400,000
400,000

2010 ..............................
2011 ..............................
2012 ..............................
2013 ..............................
2014 ..............................

2.01
2.00
2.00
2.00
1.99

828.2
822.1
815.9
809.5
803.1

75.4
75.5
75.6
75.7
75.9

80.0
80.0
80.1
80.2
80.3

16.6
16.6
16.7
16.7
16.8

19.2
19.2
19.3
19.3
19.4

600,000
600,000
600,000
600,000
600,000

400,000
400,000
400,000
400,000
400,000

Calendar year

1
2
3
4
5
6

Period life expectancy 3

Age-sexadjusted
death rate 2
(per 100,000)

At birth

Net immigration
At age 65

The total fertility rate for any year is the average number of children who would be born to a woman in her lifetime if she were to experience the birth rates by age observed in, or
assumed for, the selected year, and if she were to survive the entire childbearing period. The ultimate total fertility rate is assumed to be reached in 2029.
The age-sex-adjusted death rate is the crude rate that would occur in the enumerated total population as of April 1, 2000, if that population were to experience the death rates by age
and sex observed in, or assumed for, the selected year.
The period life expectancy at a given age for a given year represents the average number of years of life remaining if a group of persons at that age were to experience the mortality
rates for that year over the course of their remaining lives.
Historical estimates of net legal immigration assume a 25 percent reduction in legal immigration due to legal emigration. Estimates do not include persons legalized under the
Immigration Reform and Control Act of 1986.
Net other immigration is estimated to have been between 225,000 and 550,000 persons per year over the period 1980-99.
Preliminary or estimated.

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A6 and V.B6 for low cost and high cost alternatives, respectively.

14

Assumptions
Table II.7.—Covered Workers1 in the Social Security Area
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

16-19

20-24

25-29

30-34

35-39

40-44

45-49
Male

50-54

55-59

60-64

65-69 70 or older

Total

1980......

6,658.0

10,028.3

9,331.3

8,253.1

6,408.6

5,207.7

4,616.4

4,541.9

4,175.8

3,005.2

1,419.1

1,011.8

1985......

5,577.8

9,484.3

9,924.7

9,116.3

7,963.9

6,083.6

4,864.8

4,209.2

3,953.8

3,017.6

1,304.2

980.4

66,480.7

1990......

5,690.6

8,839.9

10,136.8

10,257.0

9,221.7

7,981.4

5,979.4

4,654.3

3,859.4

3,000.8

1,527.2

1,180.7

72,329.1

1995......
1996......
1997......
1998......
1999......

5,586.1
5,761.9
5,865.1
6,172.0
6,361.4

8,083.4
7,985.9
7,782.5
7,922.8
8,133.8

9,101.0
9,112.1
9,024.2
8,980.5
8,916.8

10,138.1
9,942.9
9,749.5
9,561.0
9,465.7

10,097.8
10,195.6
10,262.2
10,400.6
10,590.9

8,959.7
9,245.2
9,393.5
9,665.6
9,866.2

7,663.2
7,869.0
8,030.2
8,187.0
8,470.4

5,612.9
5,956.3
6,467.7
6,783.6
7,140.3

4,179.2
4,296.5
4,558.7
4,812.7
5,029.1

2,930.6
2,997.9
3,057.5
3,188.0
3,274.6

1,613.0
1,632.6
1,700.1
1,670.1
1,686.4

1,459.9
1,497.1
1,580.0
1,548.1
1,683.2

75,424.9
76,493.0
77,471.2
78,891.8
80,618.6

2000......
2001......
2002......
2003......
2004......

6,367.8
6,051.9
5,680.9
5,315.6
5,481.4

8,451.6
8,556.0
8,699.7
8,723.7
8,982.4

8,793.7
8,486.7
8,374.8
8,476.4
8,719.4

9,376.5
9,385.2
9,268.8
9,143.4
8,999.2

10,573.0
10,451.5
10,170.9
9,897.2
9,709.1

10,107.6
10,173.7
10,132.3
10,101.2
10,203.8

8,716.5
8,887.2
8,925.0
8,996.1
9,183.2

7,527.6
7,746.4
7,747.3
7,763.8
7,968.0

5,173.0
5,323.7
5,615.3
5,743.4
6,088.3

3,444.2
3,605.9
3,663.3
3,798.5
3,931.8

1,785.8
1,781.5
1,879.9
1,903.4
1,967.0

1,714.8
1,770.3
1,682.5
1,817.8
1,899.9

82,032.0
82,220.1
81,840.6
81,680.5
83,133.4

2005......
2006......
2007......
2008......
2009......

5,659.5
5,943.4
6,133.3
6,238.9
6,271.9

9,055.1
9,054.9
9,044.8
9,030.0
9,090.3

8,921.7
9,221.4
9,480.4
9,628.7
9,687.6

8,822.1
8,630.4
8,489.2
8,517.8
8,650.4

9,608.5
9,590.6
9,569.4
9,521.2
9,403.7

10,260.3
10,193.5
10,033.5
9,845.6
9,644.8

9,359.8
9,512.7
9,621.7
9,690.2
9,735.7

8,157.6
8,376.5
8,592.3
8,786.5
8,951.4

6,351.3
6,606.1
6,730.5
6,831.4
6,980.5

4,133.1
4,353.3
4,636.4
4,933.1
5,162.2

2,014.5
2,074.1
2,161.8
2,278.9
2,395.4

2,069.0
2,081.6
1,927.1
1,974.6
2,067.9

84,412.7
85,638.6
86,420.3
87,276.9
88,041.7

2010......
2011......
2012......
2013......
2014......

6,241.1
6,196.6
6,157.2
6,116.1
6,062.4

9,204.8
9,333.5
9,453.7
9,541.1
9,570.1

9,675.9
9,623.5
9,567.9
9,555.6
9,640.6

8,861.1
9,098.8
9,307.8
9,456.6
9,533.7

9,210.2
8,982.1
8,812.8
8,842.4
8,996.5

9,499.2
9,470.8
9,446.9
9,401.2
9,306.0

9,762.4
9,705.9
9,566.9
9,387.1
9,210.2

9,103.9
9,238.2
9,333.5
9,391.4
9,430.5

7,152.8
7,324.0
7,500.7
7,656.3
7,771.1

5,410.5
5,619.8
5,727.2
5,777.1
5,842.2

2,491.2
2,596.2
2,741.4
2,905.5
3,051.6

2,159.5
2,227.5
2,258.4
2,326.6
2,436.1

88,772.7
89,416.8
89,874.4
90,357.1
90,851.1

1980......

5,785.0

8,480.4

7,227.3

6,012.3

4,636.5

3,847.0

3,390.4

3,270.7

2,940.8

1,981.3

886.1

534.1

48,991.8

1985......

5,166.5

8,341.0

8,187.2

7,166.5

6,391.3

4,938.2

3,896.5

3,267.0

2,954.3

2,247.4

914.0

614.4

54,084.3

1990......

5,219.9

7,928.8

8,574.2

8,450.0

7,795.5

7,011.7

5,146.2

3,883.6

3,073.6

2,310.0

1,161.5

787.8

61,342.9

1995......
1996......
1997......
1998......
1999......

5,231.3
5,401.9
5,645.2
6,043.7
6,054.2

7,395.5
7,330.5
7,413.2
7,565.5
7,728.9

7,984.9
8,090.1
8,271.8
8,308.5
8,146.5

8,546.8
8,436.7
8,346.4
8,180.5
8,123.9

8,648.3
8,807.3
8,895.3
8,880.5
8,995.2

7,951.5
8,226.6
8,451.0
8,664.9
8,778.0

6,963.7
7,233.5
7,446.7
7,674.9
7,912.0

4,890.7
5,230.9
5,763.1
6,014.6
6,360.8

3,465.5
3,617.9
3,913.6
4,184.7
4,357.1

2,305.4
2,336.1
2,467.7
2,505.1
2,551.7

1,223.2
1,237.9
1,213.1
1,209.5
1,228.1

949.0
984.9
980.6
1,021.8
1,101.7

65,555.9
66,934.2
68,807.7
70,254.3
71,338.0

2000......
2001......
2002......
2003......
2004......

6,124.9
5,822.2
5,567.4
5,299.8
5,274.5

7,939.7
8,116.9
8,170.9
8,139.3
8,238.1

8,071.8
7,735.0
7,593.3
7,604.0
7,660.1

8,006.7
7,987.1
7,885.8
7,749.7
7,642.5

8,991.9
8,897.7
8,565.0
8,237.0
8,039.0

9,007.7
9,022.8
8,977.6
8,927.6
8,860.4

8,130.8
8,232.5
8,287.5
8,397.8
8,478.5

6,723.9
6,936.7
6,927.6
7,050.8
7,240.3

4,509.0
4,662.5
5,009.3
5,303.0
5,545.4

2,702.3
2,941.8
3,047.3
3,245.4
3,392.8

1,313.3
1,346.0
1,374.5
1,506.9
1,609.8

1,178.2
1,209.0
1,241.1
1,328.8
1,407.5

72,700.3
72,910.0
72,647.4
72,790.3
73,389.0

2005......
2006......
2007......
2008......
2009......

5,380.6
5,648.1
5,822.7
5,919.3
5,952.2

8,202.3
8,274.7
8,375.5
8,475.6
8,640.8

7,908.7
8,255.2
8,553.2
8,646.6
8,663.0

7,591.7
7,406.8
7,215.1
7,172.9
7,247.7

7,960.7
7,995.3
8,036.8
8,016.6
7,961.7

8,894.7
8,804.2
8,622.3
8,420.5
8,223.5

8,623.6
8,697.0
8,717.9
8,732.6
8,749.4

7,423.4
7,561.4
7,701.6
7,884.0
8,030.7

5,754.8
5,939.0
6,058.6
6,147.4
6,281.3

3,528.6
3,592.2
3,753.0
3,842.4
3,998.5

1,674.3
1,781.7
1,894.4
2,039.0
2,147.3

1,361.9
1,323.5
1,283.8
1,337.0
1,402.6

74,305.2
75,279.0
76,034.9
76,633.9
77,298.6

2010......
2011......
2012......
2013......
2014......

5,926.0
5,884.4
5,842.6
5,801.0
5,754.3

8,809.9
8,949.4
9,067.6
9,156.1
9,194.0

8,653.3
8,642.1
8,685.5
8,794.7
8,961.1

7,459.6
7,764.2
8,013.8
8,158.0
8,219.8

7,835.4
7,641.3
7,444.4
7,402.6
7,514.3

8,095.3
8,107.6
8,127.5
8,126.3
8,084.3

8,749.4
8,671.1
8,499.6
8,309.1
8,144.0

8,135.2
8,214.4
8,254.1
8,265.9
8,287.3

6,440.1
6,594.7
6,740.1
6,868.1
6,968.6

4,130.2
4,282.0
4,366.5
4,431.1
4,520.6

2,223.6
2,275.3
2,371.9
2,458.0
2,565.0

1,485.9
1,530.1
1,582.9
1,676.9
1,747.7

77,944.0
78,556.6
78,996.5
79,447.8
79,961.0

64,657.2

Female

1

A covered worker is any worker who has earnings creditable, for Social Security purposes, for wages in covered employment or covered self-employment.

Sources:
• Historical covered workers from the Master Earnings File and 1 percent Continuous Work History Sample.
• Future covered workers projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

15

Assumptions
Table II.8.—Covered Workers as a Percent of the Social Security Area Population
(By age and gender, as of December 31, 1980-2014)
Year

16-19

20-24

25-29

30-34

35-39

40-44

45-49
Male

50-54

55-59

60-64

65-69 70 or older

Total

1980 ......

75.39

88.42

89.04

87.97

86.94

84.69

80.75

77.21

73.32

61.63

35.77

15.33

74.93

1985 ......

70.72

85.04

86.44

86.50

84.72

82.84

80.12

75.93

71.08

58.28

30.60

13.14

72.35

1990 ......

76.80

86.52

88.56

88.35

87.61

85.37

82.41

78.51

72.92

58.37

33.55

14.20

74.53

1995 ......
1996 ......
1997 ......
1998 ......
1999 ......

73.46
73.42
72.81
75.12
76.71

84.31
84.67
82.30
82.49
82.90

87.12
86.91
86.27
86.68
87.33

87.67
87.75
88.00
88.16
88.51

86.90
86.89
87.11
88.16
89.98

85.60
86.12
85.43
86.16
86.56

83.11
82.77
83.42
83.45
84.18

79.36
80.43
82.33
82.61
83.19

73.36
73.37
74.66
75.39
75.93

59.06
60.27
60.76
61.96
62.25

34.85
35.39
37.15
36.88
37.45

15.62
15.71
16.27
15.67
16.80

73.79
73.94
73.97
74.43
75.19

2000 ......
2001 ......
2002 ......
2003 ......
2004 ......

76.56
72.39
67.74
63.34
65.07

83.85
82.39
81.53
80.42
82.51

87.66
85.55
84.03
83.94
84.78

87.57
86.93
85.52
84.75
84.63

90.74
90.95
89.81
88.80
88.25

87.38
86.95
86.03
85.55
86.48

84.41
84.01
82.43
81.24
81.32

83.70
83.58
82.43
81.17
81.32

75.91
74.83
74.69
72.81
73.61

64.26
65.56
64.13
63.70
63.32

39.61
39.35
41.12
40.92
41.36

16.87
17.16
16.13
17.30
17.97

75.59
74.77
73.45
72.46
72.97

2005 ......
2006 ......
2007 ......
2008 ......
2009 ......

66.44
68.56
69.50
69.84
69.96

83.44
83.85
83.98
83.65
83.48

84.68
85.37
86.01
86.28
86.50

84.56
83.99
82.91
82.45
82.24

87.69
87.33
87.09
87.20
87.34

87.52
88.14
88.34
88.25
87.56

81.56
81.94
82.38
82.77
83.20

80.99
80.90
80.82
80.72
80.63

73.43
73.93
73.85
73.56
73.34

64.01
64.36
65.00
65.73
65.56

41.35
41.24
41.21
41.51
41.87

19.42
19.37
17.78
18.02
18.62

73.27
73.49
73.33
73.26
73.14

2010 ......
2011 ......
2012 ......
2013 ......
2014 ......

69.86
69.78
69.80
69.85
69.71

83.41
83.38
83.41
83.51
83.61

86.66
86.61
86.33
86.03
86.06

82.30
82.50
82.76
83.07
83.45

87.17
86.31
84.99
84.52
84.48

86.57
86.14
85.89
86.00
86.31

83.96
84.62
84.91
84.80
84.24

80.69
80.93
81.27
81.57
81.93

73.08
72.78
72.58
72.34
71.98

65.70
66.03
65.94
65.25
64.34

41.84
41.60
41.62
41.89
41.92

19.15
19.39
19.21
19.27
19.64

73.00
72.81
72.50
72.23
71.99

1980 ......

68.18

77.49

70.73

64.93

63.08

62.35

58.34

53.38

47.76

35.97

18.18

4.95

53.43

1985 ......

68.90

77.88

73.47

69.31

68.54

66.99

63.33

56.92

49.39

37.88

17.65

5.01

55.39

1990 ......

74.36

81.90

77.84

74.56

74.91

75.06

69.99

63.71

54.64

40.07

20.76

5.81

59.67

1995 ......
1996 ......
1997 ......
1998 ......
1999 ......

72.84
73.07
74.53
78.26
77.58

81.12
81.77
82.63
83.28
83.56

79.86
80.61
82.57
83.72
83.30

76.13
76.79
77.80
78.02
78.69

75.58
76.30
76.84
76.77
78.10

76.09
76.80
77.13
77.58
77.44

74.78
75.32
76.53
77.40
77.85

67.34
68.84
71.61
71.54
72.42

57.98
58.95
61.24
62.71
62.97

42.40
43.02
45.10
44.96
44.93

22.50
23.02
22.88
23.18
23.80

6.37
6.52
6.42
6.64
7.11

60.84
61.48
62.53
63.21
63.58

2000 ......
2001 ......
2002 ......
2003 ......
2004 ......

78.32
74.29
70.77
66.82
65.69

83.83
83.42
82.05
80.74
81.55

84.14
81.82
80.34
79.71
78.98

77.59
76.87
75.74
74.85
74.86

78.97
79.39
77.78
76.24
75.55

78.44
77.77
76.95
76.41
75.99

78.03
77.19
76.01
75.42
74.79

73.10
73.15
71.98
71.99
72.21

63.33
62.85
64.08
64.70
64.52

46.78
49.67
49.58
50.64
50.94

25.53
26.13
26.51
28.69
30.13

7.55
7.69
7.85
8.39
8.90

64.15
63.63
62.70
62.21
62.13

2005 ......
2006 ......
2007 ......
2008 ......
2009 ......

66.01
68.06
68.96
69.27
69.40

81.30
82.03
82.64
82.75
83.10

79.68
81.21
82.67
82.83
82.83

75.78
75.17
73.65
72.73
72.30

75.18
75.29
75.59
75.84
76.35

76.95
77.44
77.42
77.16
76.47

74.96
74.77
74.55
74.58
74.86

72.10
71.52
71.04
71.14
71.18

64.02
63.91
63.90
63.66
63.53

51.10
49.82
49.48
48.21
47.84

30.70
31.74
32.44
33.45
33.90

8.61
8.37
8.12
8.44
8.83

62.29
62.46
62.46
62.34
62.30

2010 ......
2011 ......
2012 ......
2013 ......
2014 ......

69.31
69.24
69.20
69.18
69.02

83.38
83.47
83.55
83.70
83.89

82.85
82.78
82.84
83.02
83.37

72.79
74.08
75.18
75.88
76.31

76.56
75.91
74.40
73.49
73.42

75.65
75.58
75.69
76.11
76.73

75.51
76.08
76.12
75.92
75.50

71.06
70.97
70.94
70.94
71.25

63.44
63.27
63.07
62.87
62.65

47.26
47.41
47.38
47.20
47.02

33.86
33.19
32.89
32.42
32.27

9.29
9.48
9.68
10.09
10.34

62.24
62.17
61.98
61.81
61.70

Female

Source: Historical rates computed and future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

16

Assumptions

Table II.9.—Selected OASDI Short-Range Programmatic Assumptions
(Calendar years 1975-2014)
Insured status
Coverage rate 1
(percent)

Fully 2
(percent)

Disability 3
(percent)

Disability
incidence rate 4
(per thousand)

Disability
termination rate 5
(per thousand)

1975..................................
1976..................................
1977..................................
1978..................................
1979..................................

59.09
59.51
60.37
62.02
62.38

70.83
71.19
71.83
72.29
73.15

58.44
58.68
59.31
61.32
63.27

7.19
6.60
6.73
5.84
5.12

137.61
136.85
140.78
148.01
151.32

1980..................................
1981..................................
1982..................................
1983..................................
1984..................................

62.05
60.88
59.63
59.59
61.49

73.52
73.96
73.97
74.89
74.61

64.04
64.81
65.31
65.20
65.53

4.82
4.21
3.69
4.67
4.30

145.38
155.61
175.90
169.13
141.43

1985..................................
1986..................................
1987..................................
1988..................................
1989..................................

61.93
62.69
63.54
64.90
65.47

75.21
75.34
75.49
75.74
76.41

66.33
66.97
67.53
68.33
69.20

4.30
4.27
4.18
4.08
4.17

129.34
125.67
125.73
124.65
119.79

1990..................................
1991..................................
1992..................................
1993..................................
1994..................................

65.48
64.53
64.30
64.69
65.20

76.45
76.51
76.83
77.43
77.38

69.89
70.16
70.28
70.45
70.68

4.48
5.03
5.82
5.67
5.52

114.88
109.85
106.02
100.65
96.89

1995..................................
1996..................................
1997..................................
1998..................................
1999..................................

65.56
65.93
66.50
67.11
67.67

77.87
78.11
78.67
78.99
79.25

71.02
71.29
71.54
71.95
72.42

5.54
5.24
4.80
4.83
4.78

96.87
91.83
99.47
85.48
87.38

2000..................................
2001..................................
2002..................................
2003..................................
2004..................................

68.10
67.45
66.39
65.72
65.89

79.44
79.80
80.31
81.27
81.93

72.81
72.85
72.47
72.35
72.48

4.66
5.02
5.30
5.37
5.35

88.62
84.71
84.74
76.26
74.62

2005..................................
2006..................................
2007..................................
2008..................................
2009..................................

66.09
66.30
66.27
66.21
66.16

82.48
82.99
83.49
84.02
84.57

72.52
72.54
72.60
72.70
72.81

5.17
4.97
4.91
4.99
5.14

73.95
74.32
75.32
77.79
85.88

2010..................................
2011..................................
2012..................................
2013..................................
2014..................................

66.09
66.00
65.78
65.59
65.41

85.10
85.60
86.11
86.60
87.05

72.90
72.99
73.12
73.23
73.34

5.06
4.92
4.95
4.97
5.00

85.52
83.18
88.27
91.84
91.21

Calendar year

1

The coverage rate is the number of persons with any covered employment during the year as a percentage of the total population aged 15 or older at the end of the year.
The fully insured rate is the number of fully insured persons aged 62 or older expressed as a percentage of the total population aged 62 or older, as of December 31.
3 The disability insured rate is the number of disability insured persons expressed as a percentage of the total population aged 15 to normal retirement age, as of December 31.
4 The disability incidence rate is the number of awards to disabled worker beneficiaries per thousand insured persons (not receiving benefits) under normal retirement age and is agesex-adjusted based on the insured population as of January 1, 2000.
5 The disability termination rate is the number of disabled worker terminations (due to all reasons including death, recovery, and attainment of normal retirement age) per thousand
disabled worker beneficiaries.
2

Sources:
• Covered persons used in calculating coverage rate from the Annual Statistical Supplement (historical), or the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group (projected). Population figures from the Office of the Chief Actuary, Demographic Analysis Group.
• Fully insured persons used in calculating fully insured rate from the Office of Research, Evaluation and Statistics (historical), or the Office of the Chief Actuary (projected based
on historical relationship to population and coverage rates).
• Disability insured persons used in calculating disability insured rate from the Office of Research, Evaluation and Statistics (historical), or the Office of the Chief Actuary (projected
based on historical relationship to fully insured and labor force rates).
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A7 and V.B7 for low cost and high cost alternatives, respectively.

17

Benefit Payments

III. BENEFIT PAYMENTS

Expenditures from the OASI and DI Trust Funds include the
following items:
• Current-payment and retroactive benefits;
• Payments for vocational rehabilitation services;
• Transfers to the Railroad Retirement program; and
• Administrative expenses.
As of calendar year 2004, benefit payments account for more
than 98 percent of outgo for the combined OASI and DI
Trust Funds. In general, future benefit payments are estimated by projecting the number of beneficiaries and the
average benefit, by type of beneficiary. Following is a
description of the projection of benefit payments. The projection of other items of outgo, as well as all items of
income, are described in section IV.
Fully insured status is required of an aged worker for eligibility to primary and auxiliary benefits, and of a deceased
worker for eligibility to survivor benefits. Exceptional categories are child survivors and parents of child survivors, who
may alternatively be eligible if the deceased worker had currently insured status. Table III.A1 shows the total number of
workers who are fully insured for OASI benefits.
Table III.A1 also shows the total number of workers who are
permanently insured; that is, the worker has sufficient quarters of coverage not only to be fully insured at his or her current age, but also enough quarters of coverage to be fully
insured upon attainment of retirement age. For most individuals, this is 40 quarters.
The number of workers who are fully or permanently insured
is projected based on data from the Continuous Work History Sample (CWHS), which is a 1-percent sample of the
Master Earnings File (MEF) combined with data on the same
sample from the Master Beneficiary Record (MBR). The
CWHS contains coverage information for workers, but has
incomplete reporting of deaths, and thus overstates the number of fully insured workers. To account for the overstatement, mortality adjustments are made to the gross counts on
both a historical and projected basis.
The following subsections provide detail of the projections
of the number of beneficiaries for the OASDI program—section IIIA along with tables III.A3-III.A33 present results for
the DI program; section IIIB along with tables III.B1-III.B94
present results for the OASI program.

A. NUMBER OF DISABILITY INSURANCE (DI)
BENEFICIARIES

Table III.A2 presents the Social Security area population
under normal retirement age. The Demographic Analysis
Group of the Long-Range Office of the Chief Actuary provides population projections based on assumptions such as
fertility, mortality, and immigration. Data on quarters of coverage is used to extract the fully insured population from the
general population, which is then related to data from the
CWHS as described above. Table III.A3 shows the fully
insured population under normal retirement age.
Disability insured status requires fully insured status as well
as a recent connection to the labor force, as described in section II.C. Note, therefore, that a worker may be fully insured,
but may not have the required connection to the labor force;
conversely, a worker may have the required recent connection to the labor force, but may not have accrued a sufficient
number of QCs to be deemed fully insured. A special disability insured test exists for younger workers, which provides an alternative to the “20/40” recency-of-work
requirement. Table III.A5 shows the ratio of the disability
insured to the fully insured.
The short-range model projects the number of workers who
are disability insured by single year of age using the following time series regression:

Yt − ρ1Yt −1 = β 0 (1 − ρ1 ) + β1 ( X 1,t − ρ1 X 1,t −1 ) +

β 2 ( X 2,t −1 − ρ1 X 2,t − 2 )
• For each historical year t, we calculate the ratio of the
disability insured population to the fully insured population—represented by DIFIt ;
• To simplify the estimation procedure, DIFI is transformed and the dependent (response) variable of the
regression becomes: Yt =100/(100–DIFIt);
• The independent (regressor) variables are year—represented by X1 , and labor force participation rate—represented by X2 . The lag-1 autocorrelation coefficient—a
measure of the amount of correlation between successive error terms in the regression—is represented by ρ1 .
Future response values are extrapolated using the time
series model, and then transformed into their corresponding DIFI values.
• Table III.A5 shows the DIFI values, which are applied
to the projected fully insured population to create the
projected disability insured population.

18

DI Numbers

The time series model is an iterative autoregression. The
residuals are examined each time and the procedure is
repeated until the autocorrelation between successive error
terms is sufficiently small. Finally, the regression results are
subject to maximum and minimum values to keep the projected percentages within reasonable bounds. Labor force
participation rates and the disability insured population are
shown in tables III.A4 and III.A6, respectively.
The intermediate assumptions predict the total number of
disability insured workers will increase steadily throughout
the short-range period. The average annual growth rate over
2005-14 is roughly 1.0 percent. On a gender-specific basis,
the annual growth rate is 0.7 percent for males, and 1.2 percent for females. Note that there are disability insured workers age 65 or older for the first time at the end of 2003. This
is a consequence of the increase in the normal retirement
age, which first affects individuals born in 1938. Those born
in November and December of that year will still be considered eligible for disability benefits before they attain the normal retirement age of 65 years 2 months in 2004. Afterward,
they are eligible only for retired worker benefits.
1. Awards and Incidence Rates
Growth in the DI rolls is due to the difference between the
number of new beneficiaries that have been added to the
rolls and the number of beneficiaries whose benefits have
been terminated, in a given year. The short-range model
projects the number of new entrants, or awards, for disabled
workers by single year of age and gender by applying disability incidence rates to the exposure 1 of the disability
insured population not already entitled to benefits—that is,
not in force. Exposure is calculated as (i) the aggregate
amount of time that insureds from a specific birth cohort are
exposed to disability during a particular year, minus (ii) the
aggregate amount of time contributed by those in force at the
beginning of that year. Refer to appendix C for details of
incidence rate award calculations.

The model develops future incidence rates from a base year
set of rates, by single year of age and gender. Although the
rates are different for each age, the change in the rates from
one particular year to the next is assumed to be constant
across all ages of the insured population, for a particular gender. The model does not separately identify increases or
decreases in award rates by type of impairment.
The corresponding incidence rates are developed through a
series of preliminary projections reflecting judgment on the
expected number of awards. For continuity, the estimates
developed for the short-range period phase into long-range
1

An actuarial quantity measuring the aggregate amount of time, or lifeyears, that a population is exposed to program forces such as incidence
and termination. Aggregate life-years are calculated for each age during
each year.

estimates by the 10th projected year. In essence, the ultimate
incidence rate is set in the long-range period, and the shortrange model determines the path the DI award program will
take to get to that rate. The following is a list of the major
components and analyses performed by the short-range
model in developing disabled worker incidence rates:
• Compare actual data to prior estimates for most
recently completed historical year, by age group and
gender. This validation process either reinforces the
assumptions used to produce the estimates, or uncovers
errors or inadequacies in these assumptions, which have
to be addressed. We then try to identify one-time events
versus permanent legislative changes or trends, and
adjust the following year’s forecast accordingly.
• Perform a preliminary award projection assuming incidence rates remain unchanged from the most recently
completed historical year. This purely demographic
exercise shows the increase in awards due solely to
changes in the underlying disability insured population.
We then determine how incidence rates should be modified to account for various exogenous factors.
• Examine the effect of changes in key economic variables. Estimates of labor force participation are already
reflected in the disability insured projection. Increasing
unemployment rates will often mean an increase in
future disability claims, whereas steady or decreasing
unemployment will result in the leveling off of claims.
Tight labor markets, increases in real wages, and productivity gains provide work incentives, and may ultimately reduce the number of claims filed.
• Examine 1-, 3-, 5-, and 10-year trends in incidence
rates, as well as year-over-year growth in the number of
awards over those periods. Short-term trends provide
valuable insight into the first several projected years as
we observe the effects of significant legislation and economic conditions. Long-term trends provide direction
beyond the first several years as program dynamics tend
to move toward historical average levels. However,
even established dynamics can be reshaped by demographic factors that evolve slowly over time.
• Monitor changes in incidence rates for ages 50-64.
These are the ages which have the highest incidence of
disability. This analysis has become increasingly important as the baby-boom generation—birth cohorts
1946-64, currently ages 40-58—begins to enter peak
years of disability incidence.
• Track the disposition of applications filed for disability
claims. Since an increase in applications may or may not
result in an increase in awards, claims data must be analyzed in relation to other factors. For example, increased
filings during recessionary economic conditions have

19

Benefit Payments

historically led to a significant increase in the number of
awards—up to a point; more and more claims will eventually come from less severely disabled individuals,
resulting in only a marginal increase in awards.
• Track allowance rates at the initial and appeal stages of
the disability determination process. Allowance rates
measure the number of favorable determinations among
disability claims. Historical levels have been consistent,
ranging from roughly 35 percent allowance at the initial
stage to roughly 75 percent or more during the final
appeal stages. Small positive deviations can result in a
significant increase in the number of awards; whereas a
decrease in the allowance rate—that is, an increase in
denied claims—may result in an increase in appeals,
which may cause a backlog of cases at the appeal stages.
A large number of pending cases may in turn create a
large number of deferred awards, and may even affect
the processing of new claims.
• Account for the effect of the increase in normal retirement age. Basic factors that affect the decision of older
workers to apply for DI benefits as opposed to retired
worker benefits include: the amount of effort in getting
medical evidence and “proving” the inability to work;
longer processing times; a 5-month waiting period; high
rate of benefit denial; difference in maximum family
benefits payable—OASI usually allows a greater
amount per household; and possible legal expenses.
Despite the apparent difficulties associated with getting
a DI benefit, the alternative is to wait longer for full
retired worker benefits, or receive a greater actuarial
reduction by taking early benefits. Consequently, the
short-range model assumes an induced increase in
future disability awards among workers over the age of
60, as the normal retirement age continuous to increase.

years, we need to adjust the gross rate to factor out the effect
of the changes in population in terms of both age and gender.
In essence, the adjusted rates are “indexes” rather than direct
measures and are standardized to the insured population for
2000. They show what the incidence rate would have been in
any particular year given the age and gender distribution of
the insured population of 2000. Refer to appendix C for an
example of age adjustment.
Gross and age-sex-adjusted disability incidence rates and the
number of awards to disabled workers are shown in tables
III.A8 and III.A9, respectively.
It is worth noting here that the projection of disability incidence rates is one aspect of the short-range forecast that continues to rely heavily on educated judgment in connection
with a variety of factors affecting the DI program. While
some factors can be modeled in a straightforward deterministic fashion, an all-encompassing structural model of disability incidence remains impractical because of the
complicated nature and dynamics of the DI program. For
example, traditional demographic models can account for
the aging of the baby-boom generation and subsequent
impact on the number of awards as more beneficiaries are
awarded at older ages. At the same time, other factors exist
that affect the number of disability awards at older ages, but
cannot be readily modeled. An example of this would be the
degree of use of vocational factors 2 .
Below is a list of the leading determinants which may have a
significant impact on both the number of disability claims
filed and the resulting number of awards 3 :
• Legislative changes to the program;
• Changes in impairment listings;
• Changes in medical evidentiary requirements and diagnostic trends;

• Account for the special administrative action, undertaken by SSA beginning in 2001, to identify and award
benefits from the DI Trust Fund to a substantial number
of current and former recipients of Supplemental Security Income (SSI) benefits whose disability-insured status under the DI program was not previously
recognized. As this special disability workload is processed over the next several years, the resulting disability awards will contribute to temporarily higher
incidence rates than would have been expected as part
of longer term underlying trends.

• Actions by Federal, State, and local governments to
increase program awareness and enrollment;
• National health threats such as HIV and AIDS;
• The status of national and regional economies;
• Secular employment shifts, and changes in labor force
participation;
• Demographic shifts, fertility and mortality trends;
2

Adjusted Incidence Rates
The overall incidence rate for a particular year may be
expressed as gross—awards for the stated year divided by
exposure for that same year—or age-sex-adjusted. Gross
rates are not directly comparable over time because of the
year-to-year differences in the composition of the underlying
insured population. To compare incidence rates for different

20

Many individuals are found to be disabled even though their impairments
fail to meet the required level of severity. In these cases, an individual’s
medical condition is evaluated in conjunction with age, education, and job
skills. These “vocational factors” are given increasing weight with the
advancing age of the worker, and are particularly significant in the determination of disability among workers age 50 or older.
3 Borrowed from Actuarial Study No. 114: Social Security Disability Insurance Program Worker Experience (Tim Zayatz, June 1999). Consult this
text for greater detail, and also The Social Security Disability Insurance
Program—an Analysis (Department of Health and Human Services,
December 1992).

DI Numbers

• Level of administrative funding and the ability to control current caseloads and backlogs;
• Public pressure to alter program policy, which may lead
to changes in regulations or legislative action; and
• Level of court involvement in the determination and
appeals process, as well as class action suits challenging
Social Security’s interpretation of the law.

36-month EPE. Earnings during the EPE are counted toward
SGA, and monthly benefits will not be paid when such earnings exceed the SGA level. If earnings fall below the SGA
level anytime during the EPE, benefits are automatically
reinstated.
The reasons for termination of DI worker benefits can be
grouped into four main categories:

The impact of any one factor is difficult to gauge. As shown,
they may be administrative, economic, or demographic in
nature. Some factors evolve slowly over time with welldefined characteristics, and as such lend themselves to
empirical modeling. Others are less predictable and must be
considered within the scope of the entire program as it currently exists, and their interaction with other factors. Still
others will have an obvious immediate effect, but the total
future impact may not be readily apparent and will only
become known over time. So we must rely on experience,
judgment, and careful study of these individual factors to
expand the basic mathematical projections.
2. Terminations
Another closely monitored area of the DI program is the termination of benefits. Many variables affect the number and
rate at which beneficiaries are terminated from the DI rolls,
including:

• The nature of disabling conditions;
• Mortality improvements;
• The average age of current beneficiaries;
• Changes in regulations that affect the make-up of the
rolls;
• The number of continuing disability reviews conducted
over a period of time; and
• Vocational rehabilitation support.
The law contains several provisions to encourage individuals
who wish to return to work, but continue to have a disabling
impairment. Among these are the trial work period (TWP)
and the extended period of eligibility (EPE). The TWP is a 9month period during which an entitled beneficiary may work
without affecting the right to benefits. Earnings during the 9
months are not counted toward substantial gainful activity 4
(SGA), and benefits will continue as long as the beneficiary
has not medically recovered. Individuals who continue to
have a disabling impairment following the TWP, receive a
4

One of the criteria for entitlement to DI benefits is the inability to engage
in any substantial gainful activity by reason of a medically determinable
impairment. Certain earnings criteria have been established as reasonable
indications of whether an individual is engaging in such activity. As of
2005, an employee averaging over $830 per month will ordinarily demonstrate SGA; $830 or less per month will ordinarily demonstrate lack of
SGA. Under certain circumstances, someone earning less than SGA may
receive additional review of work activity. The SGA level is adjusted
annually to reflect increases in the national average wage.

• Conversion—The disability benefit is converted to an
retired worker benefit upon attainment of the normal
retirement age (NRA);
• Death of the beneficiary;
• Recovery—The beneficiary no longer meets the standards used to define disability (includes either return-towork or medical recovery); and
• All other reasons—This relatively minor category is
mostly comprised of beneficiaries who switch to retired
worker benefits prior to NRA 5 ; but also includes withdrawal of application and erroneous entitlement.
The short-range model projects the number of terminations
for disabled workers by reason, single year of age, and gender by applying disability termination rates to the exposure
of the beneficiaries on the DI rolls. For termination purposes,
exposure is calculated as (i) the aggregate amount of time
that in force beneficiaries from a specific birth cohort are
exposed to termination during a particular year, plus (ii) the
aggregate amount of time contributed by new awards in that
year. Refer to appendix D for details of termination calculations.
Most terminations occur as a result of either conversion or
death—in calendar year 2004, roughly 44 percent of total
terminations were by conversion; 41 percent were by death;
13 percent were by return-to-work or medical recovery; and
2 percent were by other reasons. In developing termination
rates for the individual categories, we use several of the techniques described in the analysis for awards, namely: comparing actual data to prior estimates and explaining any large
estimation errors; and examining 1-, 3-, 5-, and 10-year
trends in termination rates and year-over-year growth in the
number of terminations for the individual categories. However, further insight is needed in unique areas. The following
discussion highlights special considerations in termination
analysis for each category.
Conversion
DI worker beneficiaries who do not die, recover, or terminate
for some other reason are automatically converted to retired
workers on the last day of the month before the month they
attain NRA. As a result of the scheduled increase in NRA,
5

See Glossary definition of “Normal retirement age” and appendix B for
details on the scheduled increases.

21

Benefit Payments

conversions declined sharply in 2003 as some of the conversions were deferred to the following year. Specifically, 2
months of conversions from the 1938 birth cohort occurred
in 2004; 4 months of conversions from the 1939 cohort will
occur in 2005; 6 months of conversions from the 1940 cohort
will occur in 2006; 8 months of conversions from the 1941
cohort will occur in 2007; 10 months of conversions from
the 1942 cohort will occur in 2008; and finally all the conversions from the 1943 cohort will occur in 2009 when the
NRA becomes integral age 66. This explains the sharp
increase projected for that year. Conversions are shown in
table III.A14.
Death
Medical advancement has significantly changed life expectancies among the general population. However, the impact
on a disabled life is less clear. Many outside variables can
contribute to changes in disability mortality rates. Legislation, such as the elimination of drug and alcohol related
impairments (Public Law 104-121); an increasing number of
awards to older workers whose determinations are based on
a set of vocational factors rather than a single severe disability; and an increasing proportion of younger and physically
healthier beneficiaries who are awarded as a result of mental
impairments. From a modeling standpoint, these effects are
quantified—in this case we predict how many fewer deaths
will occur—and the results are blended with general longrange mortality improvements to predict death rates among
disabled workers.

number of new claims that need to be processed, caseload
backlogs, and legislation.
Public Law 104-121 provides for the appropriation of special
funds for conducting CDRs. Since its enactment in 1996, the
CDR plan has been regularly evaluated by the Office of Disability to reflect emerging experience. As a result of this special funding, previously existing backlogs of scheduled
CDRs have been eliminated, and maturing CDRs are being
worked in a timely fashion. However, because of the enacted
Ticket to Work and Work Incentives Improvement Act of 1999
(Public Law 106-170) certain restrictions have been placed
on the scheduling of CDRs. In particular, CDRs may not be
triggered solely as the result of work activity, and beneficiaries actively participating in the ticket-to-work program may
not be scheduled for a CDR even though their review diary
has matured. As a consequence of these two provisions,
there will likely be a small decline in the number of scheduled CDRs and a deferral of the associated recovery terminations.
The short-range model projects recoveries under three individual categories: (i) return-to-work by those demonstrating
SGA upon completion of an extended period of eligibility,
(ii) terminations resulting from full medical CDRs, and (iii)
“work alerts”—a minor category which has been virtually
eliminated under the provisions of Public Law 106-170.

Recovery
Disability recovery may occur when a beneficiary either provides notification of an improved disabling condition, demonstrates the ability to engage in SGA, or is judged to no
longer meet the definition of disability based on a full medical continuing disability review (CDR).

All Other Reasons
The main “other” reason for termination is the voluntary
conversion to retired worker benefits prior to NRA, which a
disabled worker may elect to do beginning at age 62. Many
factors influence the personal decision to convert prior to
NRA. One of the most common reasons is eligibility for benefits outside the DI program. For example, workers compensation benefits may partially or totally offset a DI benefit, but
would not affect an OASI benefit. Other factors include: the
amount of actuarial reduction that would occur to the retired
worker benefit; the difference in maximum family benefits
payable, which may be lower under the DI program than
under the OASI program; and the beneficiary’s own health
assessment and outlook of life expectancy. The short-range
model looks for any exogenous factors that may cause new
trends to emerge.

Certain outside variables can exert significant influence on
the overall number of recoveries, making this termination
category difficult to predict. Trends in the nature of disabling
conditions or changes in regulations that redefine the
required severity of an impairment can directly affect the
“natural” recovery rate. However, medical review of current
beneficiaries is often the only way to distinguish those who
no longer meet disability requirements. Therefore, factors
that affect the level of CDR activity also have a big influence
on recovery rates. These include budget restrictions, the

As mentioned, conversion and death account for most of the
terminations among disabled workers, and in general termination rates have been declining. Two significant trends have
developed over the years which help explain the decline. The
first is mortality improvements, as previously discussed. The
second trend is a reduction in the average age of disabled
workers. Data presented in appendix F indicates that over the
period 1975-95, the average age of a disabled worker award
has generally declined from 51.5 to 48.6 years for males; and
from 52.1 to 48.5 years for females. Consequently, the aver-

Note that although disability mortality rates are expected to
decline in the future, the DI program will experience a net
increase in the number of deaths. This is purely due to demographic shifts in the general population. As the baby-boom
continues to enter the DI rolls at progressively older ages,
the program will naturally experience more deaths since the
highest disability mortality occurs at ages 50 or older.

22

DI Numbers

age of disabled workers in current-payment status has also
declined over the same period from 53.0 to 49.8 for males;
and from 53.9 to 49.9 for females. Also over the period, the
fraction of 30-44 year olds on the DI rolls has roughly doubled from 14 percent to 27 percent for males; and has more
than doubled from 11 percent to 26 percent for females. The
increase in younger and physically healthier beneficiaries is
largely attributable to the increasing proportion of new
awards due to mental impairments. The result has been a
smaller percentage of beneficiaries converting to retired
worker benefits each year, as well as lower death rates.
Since 1995, the average age of a disabled worker has trended
back up, reaching 51.6 for males and 51.4 for females by the
end of 2004. Over the next 10 years, beneficiaries from the
baby-boom will enter the DI rolls at progressively older ages
and the average age will continue to increase, reaching
roughly 53.6 for males and 53.4 for females by the end of
2014. This trend will help stabilize overall termination rates
in the future, by counteracting decreases in death and recovery rates with increases in the percentage of beneficiaries
converting to retired worker benefits each year.
Disabled worker termination rates by reason are shown in
tables III.A10-III.A13, while the number of terminations are
shown in tables III.A14-III.A17.
3. In Force
Table III.A7 shows the number of disabled workers with
benefits in force. In force refers to individuals who are eligible for benefits, including those actually receiving a payment
(in current-payment status) as well as those whose benefit
has been suspended for one of several reasons. The in force
population is calculated as of December 31 of each year by
adding the number of awards, less terminations, for the current year to the in force population at the end of the previous
year.
4. Withheld (Suspensions)
Disability benefits may be suspended for any number of reasons, including refusal to accept rehabilitation services, a
pending determination of continuing disability, workers
compensation offset, or extended period of eligibility
requirements. Estimated future suspensions are developed
by age and gender by applying withheld rates to the in force
population. Withheld rates and suspensions are shown in
tables III.A18 and III.A19, respectively. The short-range
model assumes that these rates do not vary much over time.
However, legislative action will cause noticeable deviations
from time-to-time. A significant jump occurred in 1995 as a
result of changes in the treatment of drug addicts and alcoholics—by January 1997, these benefits were removed from
suspense and permanently terminated.

5. Current-Payment Status
Table III.A20 shows the number of disabled workers with
benefits in current-payment status. The current-payment
population is calculated as of December 31 of each year by
subtracting suspensions from the in force population. Over
the next 10 years, the model projects an average annual
increase in the current-payment population of roughly 2.2
percent for males, and 3.5 percent for females. The relatively
larger increase for females is attributable to the rapid growth
in female labor force participation experienced during the
1990s. This has led to an increase in the number of females
with disability insured status.

Refer to appendix G for a comprehensive illustration of the
disabled worker numbers projection by single year of age.
6. Dependents of Disabled Workers
Awards to auxiliary beneficiaries of disabled workers are
summarized in tables III.A21 and III.A22. The short-range
model produces calendar year estimates for the following
categories:

• Young wife—benefits may be payable to a (divorced)
wife of a disabled worker, where the wife is entitled
because of a child in her care;
• Young husband—benefits may be payable to a
(divorced) husband of a disabled worker, where the husband is entitled because of a child in his care;
• Aged wife—benefits may be payable to a (divorced)
wife of a disabled worker, where the wife is entitled
based solely on her age (having attained 62);
• Aged husband—benefits may be payable to a (divorced)
husband of a disabled worker, where the husband is entitled based solely on his age (having attained 62);
• Minor child—benefits may be payable to a child of a
disabled worker, where the child is under age 18;
• Disabled child—benefits may be payable to a child of a
disabled worker, where the “child” is a disabled person
age 18 or older whose disability began before age 22;
and
• Student child—benefits may be payable to a child of a
disabled worker, where the child is an elementary or
secondary student between ages 18 and 19.
Awards to young wives and young husbands are based on
trends in the historical ratio of these awards to minor child
awards. Awards to aged wives are based on trends in the historical ratio of these awards to male disabled worker awards;
awards to aged husbands are based on trends in the historical
ratio of these awards to female disabled worker awards; and
awards to children are based on trends in the historical ratio
of these awards to total disabled worker awards. Finally, the
model determines quarterly projections from annual awards

23

Benefit Payments

using interpolation which takes into account historical seasonal patterns in such awards.
Projections for auxiliary benefit terminations are produced
quarterly by applying assumed termination rates to the estimated exposure of the particular auxiliary category 6 . Projections for auxiliary in force and current-payment populations,
and suspensions are similar to those for workers.

Tables III.A23-III.A33 summarize quarterly data for disabled workers and auxiliary categories. The tables include
the in force population, awards, termination rates, terminations, withheld rates, suspensions, and the current-payment
population. Figure 1 shows the overall trend in the total
number of DI disabled workers, spouses, and children in current-payment status for 1975-2014.
.

6

Exposure is estimated as beginning-of-period in force, plus one-half of the
awards for the period.

Figure 1.—DI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014
[In millions]
12.0

Historical

11.0

Estimated

10.0

Children
9.0

Spouses
8.0

Workers

7.0
6.0
5.0
4.0
3.0
2.0
1.0
0.0
1975

1978

1981

1984

1987

1990

1993

1996

1999

2002

2005

2008

2011

Calendar year

Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

24

2014

OASI Numbers

Table III.A1.—Workers Fully Insured for Old-Age and Survivors Insurance Benefits 1
(December 31 of each year, 1980-2014)
[In millions]
Total

1

Male
Not
permanently
insured

Female

Total

Permanently
insured

Not
permanently
insured

Total

Permanently
insured

Not
permanently
insured

Year

Total

Permanently
insured

1980.................

140.5

85.4

55.0

76.6

51.6

25.1

63.8

33.9

30.0

1981.................

143.0

88.1

54.9

77.6

52.7

25.0

65.3

35.4

29.9

1982.................

144.8

90.8

54.0

78.3

53.8

24.5

66.5

37.0

29.5

1983.................

146.6

94.1

52.5

79.0

55.2

23.8

67.6

38.9

28.7

1984.................

148.3

96.9

51.4

79.6

56.3

23.3

68.7

40.6

28.1

1985.................

151.0

100.1

50.8

80.7

57.6

23.1

70.2

42.5

27.7

1986.................

153.3

103.4

49.9

81.7

59.0

22.7

71.6

44.4

27.2

1987.................

155.8

107.4

48.3

82.7

60.8

21.9

73.0

46.6

26.4

1988.................

158.3

110.7

47.7

83.8

62.1

21.7

74.5

48.5

26.0

1989.................

161.5

113.7

47.8

85.4

63.4

22.0

76.1

50.4

25.8

1990.................

164.0

116.4

47.6

86.5

64.3

22.1

77.5

52.0

25.5

1991.................

165.8

118.6

47.2

87.2

65.1

22.1

78.6

53.5

25.1

1992.................

167.4

121.1

46.4

87.9

66.0

21.9

79.6

55.1

24.5

1993.................

169.3

123.7

45.6

88.6

67.0

21.6

80.7

56.7

24.0

1994.................

170.9

126.0

44.9

89.2

67.8

21.4

81.7

58.2

23.5

1995.................

173.2

128.4

44.8

90.2

68.8

21.4

83.0

59.6

23.4

1996.................

175.4

131.0

44.4

91.1

69.8

21.3

84.3

61.1

23.1

1997.................

177.9

133.8

44.0

92.2

71.1

21.0

85.7

62.7

23.0

1998.................

180.4

136.4

44.0

93.2

72.3

21.0

87.1

64.1

23.0

1999.................

182.9

138.7

44.2

94.3

73.3

21.1

88.6

65.4

23.2

2000.................

185.5

140.6

44.8

95.6

74.2

21.4

89.8

66.5

23.4

2001.................

187.7

142.6

45.2

96.6

75.0

21.6

91.1

67.6

23.5

2002.................

189.6

144.5

45.1

97.4

75.8

21.6

92.2

68.7

23.5

2003.................

191.5

146.6

44.9

98.4

76.7

21.7

93.1

69.9

23.2

2004.................

193.7

148.5

45.2

99.4

77.6

21.8

94.3

70.9

23.4

2005.................

195.8

150.4

45.4

100.4

78.5

21.9

95.4

71.9

23.5

2006.................

198.0

152.4

45.6

101.4

79.4

21.9

96.6

72.9

23.7

2007.................

200.1

154.4

45.7

102.3

80.3

22.0

97.8

74.0

23.8

2008.................

202.3

156.4

45.9

103.3

81.3

22.0

99.0

75.1

23.9

2009.................

204.6

158.4

46.2

104.3

82.2

22.1

100.3

76.2

24.1

2010.................

206.8

160.4

46.4

105.3

83.1

22.2

101.5

77.3

24.2

2011.................

209.1

162.4

46.7

106.3

84.0

22.3

102.8

78.4

24.4

2012.................

211.4

164.4

47.0

107.3

85.0

22.3

104.0

79.4

24.6

2013.................

213.6

166.3

47.3

108.4

85.9

22.5

105.3

80.4

24.8

2014.................

216.0

168.2

47.8

109.4

86.8

22.6

106.6

81.4

25.1

Figures exclude workers who are currently insured only; such workers are insured for certain survivor benefits only. There were 2.6 million such workers at the end of 2001.

Source: Estimates prepared by the Office of the Chief Actuary based on data from Continuous Work History Sample.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

25

Benefit Payments
III.A2.—Social Security Area Population Under Normal Retirement Age
(By age and gender, as of December 31, 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA 1

Total

5,700.9
6,134.6
7,324.0

5,867.7
5,533.1
5,990.0

5,679.6
5,548.6
5,290.4

4,926.5
5,169.9
5,134.5



78,216.5
82,661.6
86,245.2

10,610.2
10,861.0
11,128.9
11,308.5
11,488.1

9,456.0
9,559.2
9,693.7
9,927.4
10,196.1

7,140.7
7,669.6
8,042.4
8,381.4
8,784.5

5,757.3
5,955.0
6,256.0
6,511.7
6,734.2

4,963.1
4,985.8
5,079.0
5,211.3
5,308.6





90,776.6
91,921.0
93,077.7
94,188.8
95,282.9

11,574.3
11,410.0
11,240.4
11,050.5
10,951.9

11,646.3
11,755.6
11,799.5
11,814.5
11,784.7

10,456.3
10,700.6
10,954.8
11,192.8
11,392.0

9,203.0
9,334.2
9,463.2
9,666.1
9,931.5

6,896.0
7,332.7
7,703.2
8,073.3
8,468.4

5,410.4
5,590.5
5,834.3
6,092.7
6,326.5




170.8
352.7

96,534.6
97,852.6
99,147.0
100,381.4
101,679.3

10,329.4
10,221.6
10,255.7
10,406.6
10,631.6

10,963.5
11,001.2
10,975.0
10,863.6
10,670.2

11,662.1
11,467.3
11,249.2
11,063.2
10,967.5

11,558.6
11,660.7
11,698.8
11,715.2
11,687.5

10,213.1
10,495.5
10,767.2
11,003.0
11,200.5

8,829.9
9,042.6
9,185.6
9,387.3
9,649.2

6,588.2
6,940.2
7,326.2
7,683.8
8,062.9

546.3
773.7
1,031.7
1,275.7
1,286.6

103,008.8
104,289.8
105,474.2
106,591.9
107,451.6

11,135.9
11,087.4
11,077.8
11,136.7
11,267.4

10,902.0
11,154.4
11,339.1
11,428.3
11,420.0

10,462.2
10,351.7
10,386.4
10,536.8
10,761.0

10,977.2
11,012.0
10,986.5
10,877.1
10,687.0

11,566.3
11,373.7
11,160.7
10,979.7
10,887.8

11,364.3
11,464.9
11,504.6
11,523.2
11,499.0

9,925.0
10,200.8
10,467.3
10,699.0
10,894.3

8,408.7
8,614.2
8,755.6
8,952.8
9,207.5

1,346.7
1,497.6
1,606.9
1,620.4
1,655.3

108,284.1
109,026.4
109,596.5
110,066.0
110,557.5

10,986.8
10,594.7

10,352.3
11,198.7

9,491.8
10,475.6

7,432.3
9,556.4

Female
6,233.2
5,791.5
7,450.9
6,215.8

6,105.3
5,725.0

6,161.0
5,955.2

5,560.6
5,935.9


78,441.2
82,540.4

8,546.9

9,693.7

10,891.4

11,392.5

10,547.5

9,572.6

7,426.3

6,157.5

5,613.6

5,735.0

85,576.9

9,206.3
9,428.0
9,600.3
9,708.0
9,757.0

8,998.7
8,930.4
9,011.9
9,156.5
9,343.5

10,030.5
10,042.5
9,993.4
9,855.9
9,702.6

11,112.0
10,861.9
10,594.4
10,375.1
10,273.3

11,505.3
11,580.9
11,570.5
11,564.0
11,470.7

10,592.3
10,832.4
11,082.1
11,257.2
11,414.3

9,545.8
9,662.3
9,799.6
10,032.1
10,292.9

7,337.2
7,859.2
8,235.9
8,579.4
8,986.2

6,036.1
6,239.3
6,542.3
6,804.3
7,034.8

5,427.7
5,432.8
5,510.4
5,633.6
5,724.9





89,791.7
90,869.7
91,940.7
92,965.9
94,000.2

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

9,809.1
9,832.0
9,884.5
10,017.7
10,188.3

9,599.1
9,860.5
10,057.2
10,105.1
10,097.8

9,484.9
9,422.7
9,480.9
9,598.4
9,798.8

10,364.3
10,415.4
10,408.4
10,300.2
10,119.0

11,301.9
11,113.6
10,909.8
10,697.7
10,582.4

11,553.7
11,651.3
11,683.7
11,683.5
11,635.7

10,547.3
10,782.0
11,023.9
11,246.6
11,425.7

9,409.2
9,556.1
9,692.3
9,896.3
10,158.4

7,204.6
7,632.4
8,002.9
8,389.7
8,800.2

5,827.3
6,017.6
6,275.4
6,542.6
6,777.0




187.3
387.1

95,101.3
96,283.7
97,419.0
98,665.0
99,970.4

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

10,357.0
10,508.4
10,622.9
10,680.7
10,664.2

10,079.0
10,096.2
10,172.8
10,312.9
10,483.4

10,052.2
10,279.0
10,414.5
10,463.2
10,455.3

9,915.8
9,791.1
9,800.8
9,924.7
10,124.6

10,595.5
10,642.4
10,621.4
10,518.2
10,338.5

11,482.7
11,256.8
11,017.4
10,810.1
10,696.5

11,582.0
11,680.7
11,708.0
11,710.1
11,663.8

10,434.5
10,709.8
10,971.8
11,193.7
11,372.2

9,178.0
9,406.3
9,555.8
9,757.8
10,016.9

7,034.3
7,385.9
7,782.4
8,159.0
8,556.6

600.7
848.9
1,125.9
1,384.9
1,391.3

101,311.7
102,605.4
103,793.8
104,915.3
105,763.3

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

10,603.2
10,527.5
10,456.1
10,407.9
10,401.3

10,648.3
10,795.9
10,910.4
10,968.2
10,951.9

10,432.7
10,446.4
10,523.0
10,663.0
10,833.3

10,371.3
10,591.7
10,726.9
10,775.6
10,767.9

10,131.0
10,001.4
10,011.4
10,135.1
10,334.4

10,705.9
10,748.6
10,727.8
10,625.6
10,447.6

11,510.0
11,283.7
11,047.4
10,842.9
10,731.5

11,525.6
11,621.9
11,650.1
11,653.4
11,609.2

10,287.6
10,557.3
10,815.5
11,034.6
11,211.5

8,920.8
9,141.6
9,288.8
9,487.0
9,740.6

1,452.1
1,612.8
1,734.5
1,751.2
1,780.7

106,588.6
107,328.6
107,891.9
108,344.5
108,810.0

1980 ...........
1985 ...........
1990 ...........

21,079.3
19,372.4
17,554.0

22,371.8
21,640.5
19,926.3

20,971.4
22,743.4
22,220.2

19,115.6
21,159.2
23,071.5

14,881.8
19,199.2
21,218.4

Total
12,444.8
11,492.5
14,869.3
12,350.4
19,160.4
14,750.3

11,973.0
11,258.1
12,147.5

11,840.6
11,503.8
10,904.0

10,487.1
11,105.8
10,869.5



156,657.8
165,202.0
171,822.1

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

18,968.9
19,441.0
19,802.5
20,018.2
20,091.8

18,461.4
18,331.8
18,523.0
18,853.4
19,269.1

20,510.7
20,532.4
20,424.9
20,146.3
19,834.3

22,566.0
22,069.7
21,545.0
21,113.9
20,923.7

23,195.1
23,359.2
23,352.7
23,376.2
23,199.7

21,202.5
21,693.4
22,211.0
22,565.6
22,902.4

19,001.7
19,221.4
19,493.3
19,959.5
20,489.0

14,477.8
15,528.8
16,278.2
16,960.8
17,770.7

11,793.3
12,194.3
12,798.3
13,316.0
13,769.0

10,390.8
10,418.7
10,589.4
10,844.9
11,033.5





180,568.3
182,790.7
185,018.4
187,154.7
189,283.1

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

20,228.7
20,287.2
20,360.4
20,543.9
20,844.7

19,831.8
20,397.6
20,861.5
20,995.9
20,979.2

19,417.4
19,330.5
19,506.2
19,770.4
20,196.9

21,127.9
21,244.4
21,254.5
21,032.0
20,654.7

22,876.2
22,523.6
22,150.1
21,748.2
21,534.4

23,200.0
23,406.9
23,483.2
23,498.0
23,420.4

21,003.6
21,482.6
21,978.8
22,439.4
22,817.7

18,612.2
18,890.3
19,155.5
19,562.3
20,089.9

14,100.6
14,965.1
15,706.0
16,463.0
17,268.5

11,237.7
11,608.2
12,109.7
12,635.3
13,103.5




358.1
739.8

191,635.9
194,136.3
196,565.9
199,046.4
201,649.6

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

21,178.5
21,489.8
21,727.2
21,846.0
21,809.8

20,901.9
20,871.7
20,937.9
21,136.8
21,438.0

20,725.6
21,209.2
21,529.9
21,667.8
21,650.8

20,245.3
20,012.6
20,056.5
20,331.2
20,756.1

21,559.0
21,643.6
21,596.3
21,381.9
21,008.7

23,144.8
22,724.1
22,266.6
21,873.3
21,664.0

23,140.6
23,341.5
23,406.9
23,425.3
23,351.3

20,647.6
21,205.3
21,739.1
22,196.6
22,572.7

18,007.8
18,448.9
18,741.3
19,145.1
19,666.0

13,622.5
14,326.1
15,108.6
15,842.8
16,619.5

1,147.0
1,622.6
2,157.6
2,660.6
2,677.9

204,320.5
206,895.2
209,267.9
211,507.2
213,214.9

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

21,682.9
21,525.3
21,372.9
21,263.9
21,242.6

21,764.5
22,068.1
22,305.3
22,424.3
22,388.9

21,568.6
21,533.8
21,600.7
21,799.7
22,100.7

21,273.3
21,746.0
22,066.0
22,204.0
22,188.0

20,593.2
20,353.1
20,397.8
20,671.9
21,095.4

21,683.1
21,760.5
21,714.4
21,502.7
21,134.5

23,076.3
22,657.4
22,208.0
21,822.6
21,619.4

22,889.9
23,086.7
23,154.7
23,176.6
23,108.2

20,212.6
20,758.0
21,282.8
21,733.6
22,105.9

17,329.5
17,755.8
18,044.5
18,439.8
18,948.1

2,798.9
3,110.4
3,341.3
3,371.5
3,436.1

214,872.7
216,355.0
217,488.4
218,410.5
219,367.6

Year

1

15-19

20-24

25-29

30-34

35-39

1980 ...........
1985 ...........
1990 ...........

10,752.7
9,940.0
9,007.2

11,385.0
11,045.9
10,232.7

10,619.1
11,544.7
11,328.8

9,623.9
10,683.6
11,679.0

7,449.5
9,642.8
10,670.9

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

9,762.6
10,013.0
10,202.2
10,310.2
10,334.8

9,462.7
9,401.4
9,511.2
9,696.9
9,925.5

10,480.3
10,489.8
10,431.5
10,290.4
10,131.7

11,454.0
11,207.8
10,950.7
10,738.7
10,650.4

11,689.8
11,778.3
11,782.2
11,812.2
11,729.0

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

10,419.6
10,455.2
10,475.9
10,526.1
10,656.4

10,232.7
10,537.1
10,804.3
10,890.8
10,881.4

9,932.5
9,907.8
10,025.4
10,172.0
10,398.1

10,763.6
10,829.0
10,846.1
10,731.8
10,535.7

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

10,821.5
10,981.4
11,104.2
11,165.3
11,145.5

10,822.9
10,775.5
10,765.2
10,823.8
10,954.6

10,673.4
10,930.2
11,115.4
11,204.5
11,195.5

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

11,079.7
10,997.8
10,916.7
10,856.0
10,841.3

11,116.2
11,272.2
11,394.9
11,456.1
11,436.9

1980 ...........
1985 ...........

10,326.6
9,432.4

1990 ...........
1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

40-44
Male
6,211.6
7,418.4
9,587.8

See Glossary for definition of “Normal retirement age—NRA.”

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

26

DI Numbers
Table III.A3.—Workers Under Normal Retirement Age Who Are Fully Insured
(By age and gender, as of December 31, 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA 1

Total

5,247.3
5,680.0
6,885.5

5,338.1
5,073.7
5,518.2

5,212.9
5,050.2
4,851.0

4,567.5
4,844.8
4,783.2



66,706.3
69,734.6
74,337.6

10,111.5
10,350.3
10,608.3
10,771.8
10,940.0

8,966.3
9,066.7
9,201.8
9,443.6
9,711.5

6,694.2
7,216.4
7,567.0
7,899.1
8,297.5

5,284.9
5,485.4
5,801.5
6,056.5
6,292.3

4,631.3
4,626.6
4,747.7
4,874.0
4,934.9





77,180.4
77,962.2
78,882.2
79,876.6
80,855.4

11,036.4
10,805.4
10,532.3
10,314.2
10,182.0

11,087.1
11,187.1
11,228.3
11,243.5
11,199.9

9,971.4
10,207.6
10,436.8
10,645.0
10,821.1

8,723.7
8,869.9
9,022.1
9,223.3
9,473.9

6,487.3
6,898.7
7,247.7
7,609.2
8,003.6

5,067.3
5,287.3
5,539.1
5,794.1
5,992.9




166.0
338.9

81,995.5
82,851.3
83,459.8
84,434.3
85,353.9

9,296.6
9,146.6
9,133.8
9,229.3
9,403.3

10,147.0
10,136.2
10,068.1
9,920.6
9,690.6

11,055.3
10,827.2
10,566.3
10,335.8
10,191.3

10,961.5
11,064.3
11,114.5
11,134.2
11,093.4

9,742.8
10,010.9
10,254.4
10,457.2
10,628.7

8,362.1
8,572.4
8,729.5
8,936.9
9,197.3

6,250.8
6,574.2
6,929.9
7,287.0
7,670.4

522.5
738.1
982.0
1,211.8
1,221.5

86,272.0
87,158.2
88,009.6
88,859.7
89,496.9

9,627.7
9,516.1
9,442.7
9,448.1
9,557.1

9,627.9
9,855.0
10,025.3
10,111.7
10,129.3

9,447.9
9,299.2
9,311.9
9,446.0
9,645.4

10,145.2
10,134.8
10,082.0
9,952.7
9,756.8

10,954.2
10,728.4
10,473.0
10,247.7
10,105.1

10,769.6
10,870.1
10,920.3
10,940.1
10,905.1

9,466.8
9,730.3
9,966.0
10,165.4
10,337.4

8,014.3
8,194.1
8,348.3
8,539.0
8,784.3

1,279.5
1,424.3
1,528.3
1,542.4
1,576.7

90,123.0
90,691.5
91,193.5
91,590.8
92,011.4

8,930.9
8,324.1
7,796.0

9,071.3
9,901.3
9,736.2

7,889.1
9,065.4
10,049.6

5,665.6
7,882.9
9,135.7

Female
4,452.4
3,963.4
5,750.1
4,533.0
8,018.3
5,827.3

4,064.8
3,970.5
4,536.8

4,056.8
3,967.5
3,903.6

3,676.2
3,993.5
3,945.0



54,628.2
59,364.6
65,185.6

1,904.7
2,048.2
2,122.1
2,253.5
2,356.2

7,130.4
7,041.1
7,135.9
7,311.4
7,538.7

8,915.3
8,920.5
8,898.4
8,794.9
8,668.4

9,920.1
9,694.8
9,461.3
9,272.0
9,177.7

10,139.0
10,237.9
10,276.6
10,332.5
10,293.2

9,217.1
9,449.3
9,704.4
9,888.7
10,081.2

8,060.6
8,245.3
8,439.5
8,702.2
8,971.4

5,811.5
6,315.1
6,695.8
7,075.8
7,513.9

4,456.0
4,679.0
4,987.8
5,265.8
5,516.2

3,882.4
3,918.2
4,072.5
4,219.0
4,310.0





69,437.1
70,549.4
71,794.3
73,115.8
74,426.9

2000...........
2001...........
2002...........
2003...........
2004...........

2,393.6
2,353.5
2,158.2
2,064.0
2,075.5

7,752.7
7,957.8
8,102.7
7,933.2
7,877.9

8,444.2
8,367.4
8,387.7
8,400.6
8,581.7

9,180.5
9,211.7
9,210.2
9,106.9
8,938.2

10,125.5
9,900.2
9,658.0
9,459.6
9,349.9

10,241.1
10,365.6
10,427.9
10,457.7
10,425.3

9,241.1
9,493.6
9,737.0
9,943.1
10,132.3

7,976.5
8,198.8
8,415.7
8,645.5
8,918.5

5,723.1
6,138.6
6,530.2
6,924.1
7,347.7

4,472.8
4,708.5
4,970.1
5,275.0
5,492.1




155.7
319.5

75,551.1
76,695.7
77,597.7
78,365.4
79,458.6

2005...........
2006...........
2007...........
2008...........
2009...........

2,092.9
2,138.6
2,196.1
2,262.0
2,313.4

7,778.2
7,697.3
7,691.2
7,748.6
7,842.3

8,805.6
9,013.8
9,129.3
9,151.8
9,098.0

8,758.0
8,631.9
8,631.8
8,740.4
8,929.4

9,352.7
9,399.5
9,397.0
9,297.7
9,133.6

10,273.0
10,038.1
9,800.6
9,595.0
9,480.8

10,308.1
10,438.4
10,496.6
10,532.6
10,506.8

9,196.0
9,465.9
9,719.6
9,934.4
10,132.3

7,750.2
8,025.6
8,242.1
8,500.1
8,798.0

5,731.1
6,057.6
6,433.2
6,803.1
7,199.4

492.9
694.9
922.3
1,137.8
1,148.4

80,538.7
81,601.6
82,659.8
83,703.5
84,582.4

2010...........
2011...........
2012...........
2013...........
2014...........

2,325.4
2,314.0
2,296.5
2,285.0
2,274.4

7,967.5
8,121.0
8,284.8
8,392.1
8,421.9

9,018.3
8,963.1
8,966.5
9,038.4
9,188.9

9,155.3
9,357.9
9,483.9
9,534.1
9,550.7

8,949.0
8,843.4
8,845.4
8,967.3
9,161.1

9,486.2
9,538.2
9,538.3
9,447.8
9,282.4

10,359.5
10,129.1
9,890.1
9,688.9
9,575.5

10,314.5
10,450.7
10,518.4
10,559.6
10,536.9

9,090.0
9,365.6
9,624.2
9,849.4
10,054.9

7,576.2
7,839.8
8,048.1
8,302.9
8,564.1

1,206.1
1,349.4
1,463.1
1,490.3
1,529.6

85,448.0
86,272.2
86,959.3
87,555.8
88,140.4

1980...........
1985...........
1990...........

6,558.1
4,301.0
4,805.4

19,153.9
17,726.2
16,448.8

19,269.2
20,773.2
20,458.1

17,201.3
19,296.9
21,101.8

12,784.2
17,112.0
19,312.2

Total
10,240.8
9,210.7
12,776.7
10,213.0
17,146.3
12,712.8

9,402.9
9,044.2
10,055.0

9,269.7
9,017.7
8,754.6

8,243.7
8,838.3
8,728.2



121,334.5
129,099.2
139,523.2

1995...........
1996...........
1997...........
1998...........
1999...........

3,982.6
4,225.6
4,377.1
4,640.6
4,859.6

14,810.6
14,585.5
14,724.5
15,018.4
15,398.7

18,600.3
18,554.2
18,431.7
18,168.7
17,843.8

20,848.4
20,355.2
19,824.0
19,371.8
19,122.2

21,259.8
21,438.8
21,492.9
21,596.4
21,489.1

19,328.6
19,799.6
20,312.7
20,660.5
21,021.2

17,026.9
17,312.0
17,641.3
18,145.8
18,682.9

12,505.7
13,531.5
14,262.8
14,974.9
15,811.4

9,740.9
10,164.4
10,789.3
11,322.3
11,808.5

8,513.7
8,544.8
8,820.2
9,093.0
9,244.9





146,617.5
148,511.6
150,676.5
152,992.4
155,282.3

2000...........
2001...........
2002...........
2003...........
2004...........

4,930.1
4,828.0
4,408.5
4,282.7
4,285.1

15,888.4
16,306.1
16,603.3
16,478.1
16,366.6

17,370.6
17,151.4
17,180.8
17,308.4
17,687.8

19,204.2
19,200.2
19,119.7
18,874.5
18,475.4

21,161.9
20,705.6
20,190.3
19,773.8
19,531.9

21,328.2
21,552.7
21,656.2
21,701.2
21,625.2

19,212.5
19,701.2
20,173.8
20,588.1
20,953.4

16,700.2
17,068.7
17,437.8
17,868.8
18,392.4

12,210.4
13,037.3
13,777.9
14,533.3
15,351.3

9,540.1
9,995.8
10,509.2
11,069.1
11,485.0




321.7
658.4

157,546.6
159,547.0
161,057.5
162,799.7
164,812.5

2005...........
2006...........
2007...........
2008...........
2009...........

4,316.5
4,413.5
4,536.0
4,673.7
4,777.0

16,138.4
15,926.2
15,839.8
15,885.3
16,037.4

18,155.2
18,598.3
18,871.9
18,950.3
18,839.7

18,054.6
17,778.5
17,765.6
17,969.7
18,332.7

19,499.7
19,535.7
19,465.1
19,218.3
18,824.2

21,328.3
20,865.3
20,366.9
19,930.8
19,672.1

21,269.6
21,502.7
21,611.1
21,666.8
21,600.2

18,938.8
19,476.8
19,974.0
20,391.6
20,761.0

16,112.3
16,598.0
16,971.6
17,437.0
17,995.3

11,981.9
12,631.8
13,363.1
14,090.1
14,869.8

1,015.4
1,433.1
1,904.3
2,349.6
2,369.9

166,810.7
168,759.9
170,669.4
172,563.2
174,079.3

2010...........
2011...........
2012...........
2013...........
2014...........

4,798.6
4,774.4
4,739.6
4,717.1
4,693.9

16,284.2
16,599.8
16,937.4
17,157.7
17,216.6

18,646.0
18,479.2
18,409.2
18,486.5
18,746.0

18,783.2
19,212.9
19,509.2
19,645.8
19,680.0

18,396.9
18,142.6
18,157.3
18,413.3
18,806.5

19,631.4
19,673.0
19,620.3
19,400.5
19,039.2

21,313.7
20,857.5
20,363.1
19,936.6
19,680.6

21,084.1
21,320.8
21,438.7
21,499.7
21,442.0

18,556.8
19,095.9
19,590.2
20,014.8
20,392.3

15,590.5
16,033.9
16,396.4
16,841.9
17,348.4

2,485.6
2,773.7
2,991.4
3,032.7
3,106.3

175,571.0
176,963.7
178,152.8
179,146.6
180,151.8

Year

15-19

20-24

25-29

30-34

35-39

1980...........
1985...........
1990...........

3,700.4
2,324.7
2,568.3

10,223.0
9,402.1
8,652.8

10,197.9
10,871.9
10,721.9

9,312.2
10,231.5
11,052.2

7,118.6
9,229.1
10,176.5

1995...........
1996...........
1997...........
1998...........
1999...........

2,077.9
2,177.4
2,255.0
2,387.1
2,503.4

7,680.2
7,544.4
7,588.6
7,707.0
7,860.0

9,685.0
9,633.7
9,533.3
9,373.8
9,175.4

10,928.3
10,660.4
10,362.7
10,099.8
9,944.5

11,120.8
11,200.9
11,216.3
11,263.9
11,195.9

2000...........
2001...........
2002...........
2003...........
2004...........

2,536.5
2,474.5
2,250.3
2,218.7
2,209.6

8,135.7
8,348.3
8,500.6
8,544.9
8,488.7

8,926.4
8,784.0
8,793.1
8,907.8
9,106.1

10,023.7
9,988.5
9,909.5
9,767.6
9,537.2

2005...........
2006...........
2007...........
2008...........
2009...........

2,223.6
2,274.9
2,339.9
2,411.7
2,463.6

8,360.2
8,228.9
8,148.6
8,136.7
8,195.1

9,349.6
9,584.5
9,742.6
9,798.5
9,741.7

2010...........
2011...........
2012...........
2013...........
2014...........

2,473.2
2,460.4
2,443.1
2,432.1
2,419.5

8,316.7
8,478.8
8,652.6
8,765.6
8,794.7

1980...........
1985...........
1990...........

2,857.7
1,976.3
2,237.1

1995...........
1996...........
1997...........
1998...........
1999...........

40-44
Male
5,788.4
7,026.6
9,128.0

1

See Glossary for definition of “Normal retirement age—NRA.”
Sources:
• Historical figures from the Office of Research, Evaluation and Statistics.
• Future figures projected based on historical relationship to population and coverage rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

27

Benefit Payments
III.A4.—Labor Force Participation Rates
(By age and gender, calendar years 1980-2014)
[Percent]
Year

15-19

20-24

25-29

30-34

35-39

40-44
Male

45-49

50-54

55-59

60-64

65-NRA 1

1980 .............
1981 .............
1982 .............
1983 .............
1984 .............

73.20
72.50
69.70
70.27
69.82

87.00
86.50
86.00
85.80
86.06

94.70
94.30
94.20
93.87
93.90

96.20
95.90
95.60
94.92
95.16

96.00
96.00
95.90
95.69
95.72

95.10
94.90
94.70
94.86
95.14

93.30
93.40
92.80
93.32
93.31

89.30
89.60
89.70
89.03
88.94

81.90
81.30
81.90
80.74
80.22

61.00
58.70
57.20
56.90
56.02





1985 .............
1986 .............
1987 .............
1988 .............
1989 .............

70.45
69.86
69.01
69.60
70.44

86.09
86.86
86.30
86.09
86.26

94.16
94.40
94.23
93.99
93.99

95.64
95.19
95.29
95.00
95.25

95.43
95.22
95.00
94.87
94.78

94.75
94.45
94.34
94.28
94.37

93.33
92.90
92.86
93.03
92.69

88.62
88.93
88.38
88.42
89.22

79.58
79.04
79.73
79.33
79.47

55.63
54.88
54.90
54.34
54.86





1990 .............
1991 .............
1992 .............
1993 .............
1994 .............

68.39
66.64
67.08
66.20
66.06

85.39
84.54
84.24
84.10
83.90

93.96
93.58
93.36
93.20
92.21

94.73
94.16
94.58
93.97
93.27

94.89
94.48
94.20
93.82
92.96

93.99
93.91
93.32
93.12
92.74

92.28
92.24
92.13
91.68
91.01

88.87
88.43
88.95
88.05
86.73

79.88
79.09
78.99
78.24
76.94

55.58
54.79
54.71
54.06
52.74





1995 .............
1996 .............
1997 .............
1998 .............
1999 .............

67.15
66.10
64.80
65.20
65.13

83.90
83.29
83.28
82.74
82.66

92.55
93.14
92.70
92.96
92.94

93.74
93.55
93.56
93.73
93.90

92.60
92.87
93.17
93.14
93.41

92.11
92.05
92.07
92.26
92.33

90.72
90.80
90.83
90.82
90.37

86.42
86.94
87.86
87.28
86.96

77.37
77.86
78.67
78.40
78.38

53.15
54.28
54.50
55.41
54.81





2000 .............
2001 .............
2002 .............
2003 .............
2004 .............

65.86
63.60
61.98
59.35
59.32

83.30
82.29
81.41
80.81
80.55

92.73
91.92
91.62
90.90
90.68

94.30
93.86
93.52
93.10
92.96

93.34
92.99
92.82
92.93
92.90

92.18
92.28
91.68
91.48
91.36

90.20
90.22
90.19
89.25
89.44

86.80
86.66
86.56
85.97
85.41

77.05
77.25
78.01
77.60
77.76

56.61
58.29
57.61
57.16
56.70




57.16
56.70

2005 .............
2006 .............
2007 .............
2008 .............
2009 .............

62.52
63.86
64.19
64.28
64.28

82.12
82.78
83.42
83.52
83.50

90.64
91.50
92.37
92.50
92.48

92.62
92.75
92.87
92.80
92.67

93.18
93.12
93.00
93.08
93.00

91.56
91.27
91.01
91.09
90.99

89.24
89.29
89.37
89.54
89.61

85.19
85.09
85.05
85.01
84.88

77.48
77.55
77.39
77.29
77.12

57.35
57.95
58.56
59.18
59.01

57.35
57.95
58.56
59.18
59.01

2010 .............
2011 .............
2012 .............
2013 .............
2014 .............

64.25
64.21
64.19
64.19
64.18

83.48
83.46
83.45
83.45
83.45

92.48
92.49
92.49
92.55
92.63

92.54
92.44
92.38
92.47
92.58

92.90
92.76
92.59
92.46
92.43

90.96
90.98
90.93
90.96
91.01

89.67
89.63
89.60
89.58
89.55

84.78
84.73
84.72
84.69
84.71

76.88
76.63
76.50
76.24
75.86

58.97
58.94
58.77
58.21
57.53

58.97
58.94
58.77
58.21
57.53

1980 .............
1981 .............
1982 .............
1983 .............
1984 .............

62.30
61.30
61.40
60.94
61.98

69.20
69.80
70.10
70.16
70.69

66.80
67.70
69.10
69.97
70.54

64.10
65.90
66.90
68.09
69.16

64.90
66.40
67.40
68.24
70.20

66.10
67.40
68.60
69.27
70.06

62.10
64.20
65.30
65.33
66.25

57.80
58.20
58.00
58.53
59.38

48.60
49.40
49.60
48.78
49.84

33.30
32.70
33.40
33.80
33.37





1985 .............
1986 .............
1987 .............
1988 .............
1989 .............

61.93
62.47
62.44
63.09
62.67

72.09
72.64
73.27
72.97
72.65

71.52
72.46
73.42
73.72
74.08

70.40
71.01
71.61
71.98
73.17

71.71
73.03
73.98
74.56
74.99

71.84
73.22
75.14
75.88
77.15

67.76
69.53
70.66
72.55
74.34

60.84
62.03
63.15
64.79
65.90

50.32
51.34
52.17
53.29
54.79

33.41
33.18
33.16
33.81
35.63





1990 .............
1991 .............
1992 .............
1993 .............
1994 .............

60.45
59.63
58.92
60.37
60.26

71.55
70.35
71.12
71.14
71.26

73.74
73.36
74.26
73.69
74.46

73.43
73.06
73.73
73.35
73.76

75.46
75.56
75.54
75.35
76.00

77.47
77.63
78.06
77.93
78.29

74.72
75.35
75.75
76.42
77.64

66.88
67.80
68.68
69.80
70.66

55.29
55.67
56.77
57.09
59.18

35.51
35.10
36.43
37.03
37.81





1995 .............
1996 .............
1997 .............
1998 .............
1999 .............

61.74
60.15
61.41
62.79
61.12

70.56
71.54
72.91
73.21
73.45

74.97
75.94
77.43
77.40
77.00

75.08
74.76
74.94
75.46
75.97

76.35
76.54
76.63
75.57
76.20

78.12
78.63
78.94
78.64
78.26

77.24
78.03
78.08
78.81
78.93

70.74
71.87
73.51
73.01
74.03

59.49
59.80
60.73
61.28
61.83

38.00
38.16
39.50
39.13
38.83





2000 .............
2001 .............
2002 .............
2003 .............
2004 .............

61.52
59.38
58.77
56.54
56.08

73.25
72.97
72.33
70.94
69.80

76.84
75.86
75.78
74.48
73.11

75.56
75.45
74.71
73.92
74.23

75.71
76.09
75.29
74.47
74.37

78.74
78.11
77.53
77.41
76.78

79.12
78.46
77.79
78.56
78.37

74.15
74.14
73.99
74.72
75.00

61.37
61.70
63.81
65.46
64.74

40.68
43.54
44.07
45.33
45.55




45.33
45.55

2005 .............
2006 .............
2007 .............
2008 .............
2009 .............

57.41
58.79
59.12
59.17
59.09

69.39
70.73
71.85
72.16
72.73

74.29
76.15
77.94
77.92
77.65

75.52
75.27
74.49
73.92
73.53

74.78
75.16
75.52
75.59
75.82

77.22
77.05
76.78
76.64
76.45

78.21
77.73
77.12
76.97
76.91

74.97
74.24
73.65
73.82
73.84

64.46
63.98
63.94
63.87
63.81

45.77
44.59
44.18
42.75
42.40

45.77
44.59
44.18
42.75
42.40

2010 .............
2011 .............
2012 .............
2013 .............
2014 .............

59.03
58.98
58.94
58.92
58.92

73.12
73.22
73.23
73.29
73.36

77.61
77.83
78.22
78.62
79.01

74.07
75.50
76.65
77.36
77.61

75.97
75.78
75.11
74.58
74.56

76.44
76.67
76.83
77.10
77.39

76.85
76.84
76.67
76.62
76.66

73.58
73.26
72.93
72.75
72.76

63.69
63.51
63.31
63.07
62.82

41.70
41.63
41.53
41.48
41.40

41.70
41.63
41.53
41.48
41.40

Female

1

Participation in the labor force for ages 65-NRA is assumed to be the same as that of ages 60-64. See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical rates are annual averages from January issues of Employment and Earnings.
• Future rates projected by the Office of the Chief Actuary, Revenue Estimates and Economic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

28

DI Numbers
III.A5.—Workers Insured in the Event of Disability as a Percent of Fully Insured
(By age and gender, as of December 31, 1980-2014)
Year

15-19

20-24

25-29

30-34

35-39

40-44
Male

45-49

50-54

55-59

60-64

65-NRA 1

Total

1980...........
1981...........
1982...........
1983...........
1984...........

96.92
95.73
94.71
93.94
93.82

93.97
92.37
90.74
89.94
90.56

90.39
91.50
91.40
91.26
91.20

86.64
88.37
88.70
88.40
88.97

89.17
87.77
89.02
88.50
88.28

90.50
89.43
89.49
90.08
89.76

90.20
91.04
90.34
89.98
90.42

90.54
90.16
90.16
89.92
89.70

89.63
90.62
91.19
91.49
90.41

84.00
85.10
87.58
85.34
88.42





90.16
90.15
90.15
89.70
89.93

1985...........
1986...........
1987...........
1988...........
1989...........

95.46
95.76
95.01
94.79
94.99

92.00
92.56
92.48
93.19
93.17

91.54
91.49
91.67
91.40
91.04

89.61
90.24
90.01
90.14
89.75

87.82
89.38
89.18
89.15
89.61

89.93
88.27
89.23
88.85
88.79

90.22
88.90
88.61
89.45
89.24

89.89
90.44
89.36
89.06
89.43

90.49
89.80
89.14
88.82
88.84

87.25
87.46
87.01
87.28
84.53





90.19
90.28
90.11
90.16
89.92

1990...........
1991...........
1992...........
1993...........
1994...........

94.39
93.16
91.76
92.23
93.22

92.90
91.80
90.26
90.05
91.27

90.92
91.23
91.50
91.56
91.08

89.66
89.38
90.25
90.72
91.22

89.98
90.65
90.84
91.33
91.23

88.41
90.17
90.24
90.26
90.88

89.69
88.48
90.00
90.03
89.96

89.54
88.58
88.84
89.92
89.96

89.02
89.83
89.14
89.06
89.54

86.04
85.96
85.88
85.20
86.03





89.99
89.97
90.06
90.24
90.54

1995...........
1996...........
1997...........
1998...........
1999...........

94.18
94.95
95.17
95.45
95.91

92.17
92.10
92.19
92.35
92.56

90.60
90.79
90.79
90.85
90.99

91.24
91.17
91.14
90.95
90.56

91.59
91.71
91.86
91.81
92.19

91.42
91.87
91.67
91.83
91.69

89.44
91.01
90.67
90.52
91.09

90.43
89.17
90.49
90.50
90.42

89.64
88.65
88.81
89.89
89.95

85.44
86.51
85.23
84.90
86.21





90.67
90.83
90.84
90.90
91.08

2000...........
2001...........
2002...........
2003...........
2004...........

96.00
95.62
93.88
94.69
94.71

92.67
91.86
89.83
90.31
90.65

91.12
90.77
90.43
90.89
91.08

90.53
90.74
90.45
90.63
90.92

92.15
92.23
92.04
92.12
92.05

92.27
92.22
92.28
92.24
92.06

91.93
92.42
92.43
92.35
92.19

90.47
91.57
91.06
91.12
91.47

90.09
89.83
91.12
89.93
89.90

86.04
85.01
85.80
85.26
85.31




84.00
84.00

91.28
91.25
90.99
90.95
91.00

2005...........
2006...........
2007...........
2008...........
2009...........

94.72
94.73
94.82
94.90
95.05

91.04
91.41
91.74
92.01
92.26

91.23
91.32
91.40
91.41
91.44

91.05
91.10
91.20
91.32
91.42

91.94
91.90
91.87
91.94
92.00

91.84
91.77
91.55
91.55
91.49

91.99
91.75
91.49
91.28
91.07

91.70
91.82
91.99
92.11
92.15

89.89
89.89
89.89
90.00
90.05

85.47
85.50
85.54
85.43
85.33

84.00
84.00
84.00
84.00
84.00

91.00
90.99
90.96
90.96
90.95

2010...........
2011...........
2012...........
2013...........
2014...........

95.26
95.46
95.67
95.85
96.03

92.47
92.60
92.71
92.81
92.82

91.46
91.49
91.51
91.52
91.53

91.45
91.48
91.46
91.44
91.44

92.08
92.16
92.23
92.26
92.34

91.37
91.28
91.11
90.93
90.94

90.94
90.87
90.77
90.68
90.59

92.16
92.16
92.17
92.16
92.14

89.98
89.86
89.80
89.83
89.79

85.24
85.16
85.07
85.02
85.01

84.00
84.00
84.00
84.00
84.00

90.92
90.89
90.85
90.82
90.81

1980...........
1981...........
1982...........
1983...........
1984...........

96.40
95.31
94.30
93.75
93.81

87.38
86.51
84.97
83.49
84.39

75.90
78.29
79.47
80.39
80.38

62.47
66.33
68.76
70.34
72.20

60.73
62.36
66.37
68.19
69.78

68.02
69.37
72.00
73.26
74.38

73.02
75.03
76.15
78.07
78.92

75.16
76.71
78.96
79.76
80.63

73.88
75.72
77.55
78.97
79.57

65.31
68.54
71.83
70.21
72.88





73.57
74.99
76.29
76.69
77.60

1985...........
1986...........
1987...........
1988...........
1989...........

95.44
95.73
95.36
95.28
95.09

86.72
88.14
88.41
89.16
89.65

81.04
81.96
83.01
82.98
83.62

73.71
74.79
75.35
76.50
76.80

70.76
72.62
73.13
73.77
75.07

75.51
75.27
76.38
77.07
77.65

79.91
79.99
80.73
81.32
81.93

81.08
81.94
81.42
82.79
83.36

80.47
81.03
81.89
82.12
83.14

72.90
73.79
74.45
75.53
74.90





78.63
79.46
79.99
80.60
81.10

1990...........
1991...........
1992...........
1993...........
1994...........

94.60
94.03
92.91
92.70
94.11

89.59
87.96
86.67
86.65
87.53

84.28
84.99
85.52
85.70
85.87

77.43
78.41
79.77
80.19
81.12

75.99
76.89
77.69
78.98
79.35

78.19
80.11
80.47
80.84
81.48

82.64
81.92
83.67
83.97
84.37

84.15
84.19
85.06
85.74
86.23

83.26
84.27
84.08
85.20
85.42

76.05
77.50
78.94
77.97
80.05





81.59
82.01
82.53
82.90
83.54

1995...........
1996...........
1997...........
1998...........
1999...........

94.84
95.36
95.49
95.88
96.18

88.29
88.88
89.86
90.20
90.38

85.63
86.24
85.98
86.81
87.16

81.62
81.96
82.23
82.54
83.16

79.94
80.43
81.07
81.06
81.69

81.84
82.22
82.17
82.82
82.84

84.40
85.83
85.43
85.21
85.59

86.76
85.58
86.86
86.76
86.81

86.03
86.04
86.18
86.51
86.60

79.69
80.12
78.47
78.79
79.56





83.89
84.34
84.54
84.86
85.23

2000...........
2001...........
2002...........
2003...........
2004...........

96.39
96.04
94.69
95.58
95.53

90.92
90.66
88.53
88.58
88.84

87.61
87.17
87.83
87.76
88.04

83.33
84.18
83.86
84.11
84.71

82.33
82.75
83.01
83.42
84.02

83.34
83.63
84.05
84.09
84.61

85.70
86.02
85.89
86.15
86.64

87.23
88.10
87.42
87.57
88.12

86.56
86.34
87.54
87.19
87.24

80.06
79.60
80.28
79.71
80.20




76.07
76.30

85.62
85.82
85.72
85.77
86.18

2005...........
2006...........
2007...........
2008...........
2009...........

95.47
95.40
95.33
95.25
95.21

89.37
89.85
90.16
90.41
90.61

88.33
88.51
88.59
88.66
88.74

85.23
85.72
86.19
86.48
86.78

84.53
84.83
85.17
85.47
85.73

84.96
85.34
85.61
85.87
86.12

86.71
86.80
86.91
87.05
87.16

88.31
88.58
88.86
89.06
89.22

87.48
87.75
88.12
88.42
88.66

80.60
80.85
81.02
81.19
81.27

76.09
76.11
75.82
75.85
75.78

86.49
86.75
86.96
87.14
87.30

2010...........
2011...........
2012...........
2013...........
2014...........

95.31
95.44
95.58
95.67
95.73

90.73
90.82
90.92
91.03
91.12

88.79
88.84
88.88
88.92
88.96

87.09
87.37
87.57
87.72
87.84

85.88
85.99
86.00
86.00
86.00

86.34
86.52
86.68
86.82
86.91

87.28
87.39
87.51
87.62
87.69

89.36
89.41
89.44
89.48
89.52

88.74
88.92
89.06
89.22
89.37

81.25
81.27
81.35
81.43
81.51

75.91
76.02
76.15
76.27
76.42

87.42
87.51
87.60
87.67
87.73

Female

1

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical rates computed by dividing number insured for disability by number fully insured.
• Future rates projected by regression on labor force participation rates and time.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

29

Benefit Payments
III.A6.—Workers Insured in the Event of Disability
(By age and gender, as of December 31, 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA 1

Total

4,733.3
5,124.3
6,175.3

4,832.9
4,560.7
4,941.1

4,672.1
4,569.9
4,318.5

3,836.7
4,227.2
4,115.6



60,140.0
62,895.6
66,897.9

9,243.9
9,509.0
9,724.1
9,891.7
10,031.4

8,019.6
8,251.5
8,342.9
8,548.7
8,846.0

6,053.5
6,434.9
6,847.6
7,149.0
7,502.6

4,737.4
4,862.9
5,152.2
5,444.2
5,659.8

3,957.2
4,002.7
4,046.5
4,138.1
4,254.3





69,978.7
70,815.2
71,658.5
72,610.9
73,645.8

10,170.0
9,966.1
9,693.8
9,501.1
9,372.0

10,230.4
10,316.8
10,361.3
10,370.6
10,310.2

9,166.8
9,433.8
9,646.9
9,830.2
9,975.7

7,892.0
8,122.5
8,215.6
8,404.2
8,665.8

5,844.1
6,197.0
6,604.3
6,843.0
7,195.0

4,360.1
4,494.8
4,752.7
4,940.0
5,112.5




139.5
284.7

74,846.9
75,603.1
75,937.3
76,795.2
77,668.0

8,464.2
8,332.4
8,330.1
8,428.0
8,596.9

9,329.2
9,315.3
9,249.8
9,121.0
8,915.8

10,152.8
9,935.7
9,673.3
9,462.5
9,324.1

10,083.8
10,151.1
10,168.5
10,163.5
10,103.2

8,934.0
9,191.6
9,432.7
9,632.0
9,794.1

7,517.1
7,705.6
7,846.8
8,043.6
8,281.9

5,342.3
5,620.8
5,927.8
6,225.6
6,545.4

438.9
620.0
824.9
1,017.9
1,026.1

78,508.9
79,301.9
80,052.7
80,826.7
81,397.5

8,806.0
8,706.1
8,640.9
8,646.6
8,747.8

8,805.0
9,015.1
9,169.4
9,246.1
9,262.7

8,699.4
8,570.3
8,588.5
8,715.1
8,907.0

9,269.2
9,251.1
9,185.3
9,049.7
8,872.8

9,961.4
9,749.2
9,506.5
9,293.0
9,154.2

9,925.7
10,018.1
10,065.1
10,082.9
10,047.5

8,518.2
8,743.2
8,949.4
9,131.1
9,282.0

6,831.7
6,978.1
7,101.5
7,259.5
7,467.2

1,074.8
1,196.4
1,283.8
1,295.6
1,324.4

81,937.7
82,428.1
82,849.6
83,185.8
83,552.6

7,803.8
7,218.4
6,984.4

6,885.5
8,024.5
8,205.6

4,928.5
6,681.7
7,781.7

3,440.6
5,578.2
6,941.8

Female
3,028.4
2,894.2
4,341.7
3,622.2
6,269.2
4,815.6

3,055.0
3,219.4
3,817.6

2,997.1
3,192.7
3,250.2

2,400.8
2,911.1
3,000.3



40,188.7
46,676.1
53,182.7

1,806.4
1,953.2
2,026.4
2,160.6
2,266.3

6,295.2
6,258.1
6,412.2
6,594.6
6,813.3

7,634.5
7,693.0
7,651.1
7,634.8
7,555.5

8,097.1
7,945.8
7,779.8
7,653.5
7,632.5

8,105.0
8,234.4
8,331.7
8,375.8
8,408.1

7,543.5
7,768.9
7,974.5
8,189.8
8,351.4

6,803.3
7,076.9
7,209.6
7,415.3
7,679.0

5,041.8
5,404.3
5,816.3
6,138.7
6,522.7

3,833.6
4,026.0
4,298.4
4,555.4
4,776.9

3,093.7
3,139.4
3,195.8
3,324.1
3,429.1





58,254.1
59,500.0
60,695.8
62,042.6
63,434.8

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2,307.2
2,260.2
2,043.5
1,972.8
1,982.7

7,049.0
7,214.7
7,173.1
7,027.6
6,998.4

7,398.3
7,293.8
7,367.1
7,372.5
7,555.1

7,650.5
7,754.5
7,723.6
7,660.1
7,571.9

8,336.1
8,192.7
8,017.0
7,891.3
7,855.4

8,535.4
8,668.4
8,764.3
8,794.3
8,820.6

7,920.0
8,166.4
8,363.3
8,565.5
8,778.6

6,957.7
7,223.3
7,357.2
7,570.5
7,859.3

4,954.2
5,300.1
5,716.4
6,036.9
6,410.0

3,581.0
3,748.2
3,989.8
4,204.8
4,404.9




118.4
243.8

64,689.4
65,822.3
66,515.3
67,214.6
68,480.7

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

1,998.1
2,040.2
2,093.6
2,154.6
2,202.6

6,951.7
6,916.2
6,934.7
7,005.5
7,105.6

7,778.1
7,978.5
8,088.0
8,114.1
8,073.5

7,464.6
7,399.7
7,439.6
7,558.7
7,749.3

7,905.7
7,973.8
8,003.8
7,946.8
7,830.1

8,728.2
8,566.7
8,390.2
8,239.5
8,164.8

8,938.1
9,060.4
9,122.5
9,168.1
9,158.2

8,120.6
8,384.6
8,636.6
8,847.8
9,039.7

6,780.3
7,042.7
7,263.1
7,516.0
7,799.9

4,619.2
4,897.4
5,212.0
5,523.7
5,850.6

375.1
528.9
699.3
863.1
870.3

69,659.5
70,789.2
71,883.1
72,937.9
73,844.6

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2,216.4
2,208.5
2,195.0
2,186.1
2,177.3

7,228.9
7,375.9
7,532.9
7,639.1
7,674.2

8,007.2
7,962.6
7,969.7
8,037.3
8,174.7

7,973.0
8,175.6
8,305.5
8,363.3
8,389.2

7,685.5
7,604.4
7,607.0
7,711.9
7,878.6

8,190.0
8,252.7
8,267.5
8,202.8
8,067.4

9,042.2
8,851.4
8,654.5
8,489.2
8,396.9

9,217.4
9,344.1
9,407.2
9,448.9
9,433.0

8,066.1
8,327.8
8,571.6
8,787.3
8,986.0

6,155.5
6,371.2
6,547.2
6,761.0
6,981.0

915.5
1,025.9
1,114.2
1,136.7
1,169.0

74,697.6
75,499.9
76,172.2
76,763.4
77,327.1

1980 ...........
1985 ...........
1990 ...........

6,341.1
4,105.4
4,540.6

17,410.3
15,868.3
15,023.0

16,103.5
17,976.4
17,954.2

12,996.7
15,850.5
17,691.1

9,788.3
13,683.0
16,098.6

Total
8,266.7
7,627.5
10,660.6
8,746.5
14,338.9
10,990.9

7,887.9
7,780.1
8,758.7

7,669.2
7,762.6
7,568.7

6,237.5
7,138.3
7,115.9



100,328.7
109,571.7
120,080.6

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

3,763.3
4,020.7
4,172.5
4,439.2
4,667.2

13,374.2
13,206.4
13,408.3
13,711.8
14,088.5

16,408.7
16,439.8
16,306.8
16,150.6
15,904.5

18,068.1
17,665.3
17,224.1
16,839.5
16,638.1

18,291.0
18,506.5
18,634.7
18,717.4
18,729.1

16,787.4
17,277.9
17,698.6
18,081.5
18,382.8

14,822.9
15,328.4
15,552.5
15,964.0
16,525.0

11,095.3
11,839.2
12,663.9
13,287.7
14,025.3

8,571.0
8,888.9
9,450.6
9,999.6
10,436.7

7,050.9
7,142.1
7,242.3
7,462.2
7,683.4





128,232.8
130,315.2
132,354.3
134,653.5
137,080.6

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

4,742.3
4,626.4
4,156.1
4,073.7
4,075.3

14,588.5
14,883.5
14,808.8
14,744.9
14,693.2

15,532.3
15,267.0
15,318.8
15,469.1
15,848.5

16,725.4
16,818.4
16,686.3
16,512.0
16,243.2

18,506.1
18,158.8
17,710.8
17,392.4
17,227.5

18,765.8
18,985.2
19,125.6
19,164.9
19,130.8

17,086.8
17,600.2
18,010.2
18,395.7
18,754.3

14,849.7
15,345.8
15,572.8
15,974.7
16,525.1

10,798.3
11,497.1
12,320.7
12,879.9
13,605.0

7,941.1
8,243.0
8,742.5
9,144.8
9,517.4




257.9
528.5

139,536.3
141,425.4
142,452.6
144,009.8
146,148.7

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

4,104.2
4,195.3
4,312.3
4,443.3
4,544.1

14,562.8
14,438.3
14,410.0
14,492.2
14,666.0

16,307.4
16,730.7
16,992.7
17,071.3
16,981.6

15,928.8
15,732.0
15,769.6
15,986.7
16,346.2

17,234.9
17,289.1
17,253.6
17,067.8
16,745.8

18,881.0
18,502.4
18,063.5
17,701.9
17,489.0

19,021.9
19,211.5
19,291.1
19,331.6
19,261.5

17,054.6
17,576.2
18,069.3
18,479.8
18,833.8

14,297.4
14,748.3
15,109.9
15,559.6
16,081.8

9,961.5
10,518.3
11,139.7
11,749.3
12,396.0

814.0
1,149.0
1,524.2
1,881.0
1,896.4

148,168.4
150,091.0
151,935.8
153,764.5
155,242.1

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

4,572.3
4,557.4
4,532.2
4,517.4
4,500.8

14,919.4
15,227.6
15,554.8
15,774.0
15,837.8

16,813.1
16,668.7
16,610.6
16,683.9
16,922.5

16,778.0
17,190.6
17,474.9
17,609.4
17,651.9

16,384.9
16,174.6
16,195.6
16,427.0
16,785.5

17,459.2
17,503.8
17,452.8
17,252.5
16,940.2

19,003.6
18,600.6
18,161.1
17,782.1
17,551.0

19,143.1
19,362.2
19,472.3
19,531.9
19,480.5

16,584.3
17,071.0
17,521.0
17,918.4
18,267.9

12,987.2
13,349.2
13,648.7
14,020.5
14,448.2

1,990.3
2,222.3
2,398.0
2,432.3
2,493.4

156,635.3
157,928.0
159,021.8
159,949.2
160,879.7

Year

1

15-19

20-24

25-29

30-34

35-39

1980 ...........
1985 ...........
1990 ...........

3,586.3
2,219.2
2,424.3

9,606.5
8,649.9
8,038.6

9,218.0
9,951.9
9,748.6

8,068.2
9,168.8
9,909.4

6,347.7
8,104.8
9,156.8

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

1,956.9
2,067.5
2,146.1
2,278.6
2,400.9

7,079.0
6,948.3
6,996.1
7,117.2
7,275.2

8,774.2
8,746.8
8,655.7
8,515.8
8,349.0

9,971.0
9,719.5
9,444.3
9,186.0
9,005.6

10,186.0
10,272.1
10,303.0
10,341.6
10,321.0

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2,435.1
2,366.2
2,112.6
2,100.9
2,092.6

7,539.5
7,668.8
7,635.7
7,717.3
7,694.8

8,134.0
7,973.2
7,951.7
8,096.6
8,293.4

9,074.9
9,063.9
8,962.7
8,852.0
8,671.2

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2,106.2
2,155.1
2,218.7
2,288.7
2,341.6

7,611.1
7,522.1
7,475.3
7,486.7
7,560.4

8,529.4
8,752.1
8,904.8
8,957.2
8,908.1

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2,355.9
2,348.8
2,337.2
2,331.3
2,323.5

7,690.5
7,851.8
8,021.9
8,134.9
8,163.6

1980 ...........
1985 ...........
1990 ...........

2,754.8
1,886.2
2,116.3

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

40-44
Male
5,238.3
6,318.9
8,069.7

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical figures supplied by the Office of Research, Evaluation and Statistics.
• Future figures computed by applying a) projected rates of disability insured as a percent of fully insured, to b) projected fully insured workers.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

30

DI Numbers
III.A7.—DI Disabled Workers With Benefits In Force
(By age and gender, as of December 31, 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA 1

Total

96.9
126.1
174.0

40-44
Male
116.1
133.4
207.4

172.4
155.7
214.2

277.6
231.9
255.0

463.9
385.1
376.5

637.1
587.4
545.5



1,934.9
1,802.4
1,997.9

165.7
160.5
148.4
141.5
133.3

250.8
254.7
245.0
243.1
239.6

304.9
319.0
320.1
330.3
337.0

352.2
372.5
372.0
384.8
397.9

376.0
403.1
424.5
448.8
476.5

465.6
487.3
509.3
536.0
558.6

592.8
604.0
611.3
627.0
637.9





2,617.1
2,704.2
2,725.6
2,801.6
2,867.5

61.8
63.0
67.0
73.1
79.7

126.8
124.3
122.6
122.3
122.4

230.2
223.0
216.5
211.6
206.0

339.4
343.0
344.9
347.9
348.9

409.8
424.8
443.1
460.9
475.9

504.0
525.9
540.2
562.2
584.6

576.9
611.2
655.9
696.9
746.7

651.9
678.2
717.7
762.0
802.5




21.8
46.7

2,923.7
3,021.1
3,141.0
3,293.8
3,448.2

34.1
33.0
31.8
31.5
32.7

86.2
90.5
93.2
94.4
94.9

121.8
121.9
124.4
129.1
135.7

205.3
203.7
201.4
198.4
195.6

343.8
334.0
323.0
312.8
305.2

486.2
490.4
489.4
487.0
484.1

605.8
624.9
643.0
657.6
670.3

792.9
818.3
828.5
845.9
869.5

834.5
880.3
931.3
976.4
1,031.0

71.7
102.0
139.7
175.6
174.7

3,583.5
3,700.2
3,806.9
3,910.2
3,995.5

1.6
1.3
1.1
1.1
1.1

33.5
33.3
33.2
33.2
33.0

93.7
91.1
89.0
87.9
88.0

141.4
145.3
147.7
148.1
146.6

191.2
188.4
189.2
193.0
198.3

301.7
299.1
296.0
291.4
285.0

474.8
462.0
448.5
436.0
425.9

679.4
685.7
687.6
687.8
684.7

895.3
924.1
952.4
976.5
996.1

1,084.2
1,118.0
1,138.7
1,168.2
1,204.8

178.6
203.3
223.1
224.6
230.8

4,075.3
4,151.5
4,206.5
4,247.9
4,294.3

1980...........
1985...........
1990...........

.4
.2
.4

7.9
8.0
9.3

24.2
25.9
33.7

36.2
43.8
62.7

40.5
55.4
86.9

Female
49.4
60.9
105.2

76.7
72.8
117.1

134.4
113.0
142.7

237.3
195.9
207.9

326.3
302.2
290.7



933.4
877.9
1,056.5

1995...........
1996...........
1997...........
1998...........
1999...........

.5
.5
.5
.5
.5

14.2
12.8
12.0
12.2
13.1

48.3
49.0
47.7
46.8
45.9

95.5
97.0
95.6
94.9
93.0

146.6
155.6
158.9
164.6
168.8

188.0
205.5
217.3
230.9
243.3

224.4
246.3
260.8
279.7
299.7

255.2
284.4
311.7
338.3
366.9

306.0
334.3
364.3
397.9
429.8

357.8
377.7
396.9
422.4
445.3





1,636.3
1,763.0
1,865.7
1,988.0
2,106.3

2000...........
2001...........
2002...........
2003...........
2004...........

.6
.7
.7
.7
.6

14.8
17.8
21.4
23.1
23.4

44.8
47.4
52.2
57.4
63.0

92.4
95.3
98.2
102.2
106.1

169.0
170.0
171.6
173.1
173.1

251.8
261.9
271.9
282.7
291.8

317.5
337.9
359.1
380.6
400.1

395.8
421.6
443.8
470.0
499.9

455.0
493.6
535.8
574.7
621.0

470.8
504.4
548.7
596.2
641.1




16.6
35.6

2,212.7
2,350.6
2,503.5
2,677.3
2,855.7

2005...........
2006...........
2007...........
2008...........
2009...........

.9
.9
.9
1.0
1.3

23.9
23.4
23.0
23.3
24.7

68.3
71.7
73.8
75.1
76.0

108.2
109.9
113.6
118.2
124.6

177.5
181.4
183.9
185.7
186.9

295.1
293.1
289.9
286.1
283.7

416.1
427.1
434.3
440.9
446.0

527.2
551.3
572.2
590.9
609.1

667.5
699.5
721.7
748.4
780.7

677.9
726.5
778.6
825.9
881.2

57.0
82.8
116.1
149.0
149.2

3,019.6
3,167.6
3,307.8
3,444.3
3,563.5

2010...........
2011...........
2012...........
2013...........
2014...........

1.2
.9
.8
.8
.7

25.4
25.1
24.9
24.7
24.5

75.5
74.0
73.1
73.1
73.6

130.1
133.8
136.0
136.9
136.2

185.6
185.0
187.6
192.1
198.2

286.0
289.7
292.1
292.6
290.6

444.3
438.1
431.4
424.8
420.2

625.0
638.3
647.5
655.9
660.4

813.3
846.7
878.0
906.4
932.6

937.3
979.6
1,012.9
1,052.9
1,098.9

153.6
177.2
196.5
200.5
207.2

3,677.3
3,788.4
3,880.8
3,960.6
4,043.0

1980...........
1985...........
1990...........

1.5
.7
1.3

29.8
28.2
29.4

82.6
89.6
105.6

125.6
142.3
195.2

137.5
181.5
260.9

Total
165.6
194.2
312.6

249.2
228.4
331.2

411.9
344.9
397.7

701.3
580.9
584.4

963.4
889.5
836.2



2,868.3
2,680.3
3,054.5

1995...........
1996...........
1997...........
1998...........
1999...........

1.3
1.3
1.2
1.2
1.3

38.5
34.1
31.5
31.4
33.1

132.2
130.0
122.4
116.9
111.6

261.2
257.5
243.9
236.4
226.2

397.4
410.4
403.9
407.6
408.4

492.9
524.5
537.4
561.2
580.4

576.6
618.8
632.8
664.4
697.6

631.2
687.4
736.2
787.1
843.5

771.6
821.6
873.6
933.9
988.4

950.6
981.7
1,008.3
1,049.4
1,083.1





4,253.5
4,467.3
4,591.3
4,789.6
4,973.8

2000...........
2001...........
2002...........
2003...........
2004...........

1.5
1.8
2.0
1.8
1.5

36.8
44.4
53.4
57.1
57.3

106.6
110.4
119.2
130.5
142.7

219.2
219.6
220.8
224.5
228.5

399.2
393.1
388.1
384.7
379.1

591.2
604.9
616.8
630.6
640.6

727.3
762.7
802.2
841.6
875.9

899.8
947.4
984.0
1,032.2
1,084.6

1,031.9
1,104.8
1,191.7
1,271.5
1,367.7

1,122.8
1,182.6
1,266.4
1,358.2
1,443.7




38.4
82.2

5,136.4
5,371.7
5,644.4
5,971.1
6,303.9

2005...........
2006...........
2007...........
2008...........
2009...........

2.1
2.1
2.1
2.4
2.9

58.0
56.4
54.7
54.8
57.4

154.5
162.3
167.0
169.5
171.0

230.0
231.7
237.9
247.3
260.3

382.8
385.2
385.3
384.1
382.5

639.0
627.0
612.9
599.0
588.9

902.3
917.6
923.7
927.9
930.1

1,132.9
1,176.2
1,215.2
1,248.5
1,279.4

1,460.4
1,517.7
1,550.2
1,594.2
1,650.2

1,512.4
1,606.8
1,709.8
1,802.3
1,912.2

128.8
184.8
255.7
324.6
323.9

6,603.1
6,867.9
7,114.7
7,354.5
7,558.9

2010...........
2011...........
2012...........
2013...........
2014...........

2.8
2.2
1.9
1.9
1.8

58.8
58.4
58.1
57.9
57.5

169.2
165.1
162.0
161.0
161.6

271.5
279.1
283.7
285.0
282.8

376.8
373.4
376.8
385.0
396.4

587.7
588.8
588.1
584.0
575.6

919.1
900.1
879.9
860.8
846.0

1,304.4
1,324.0
1,335.1
1,343.7
1,345.0

1,708.6
1,770.8
1,830.4
1,882.9
1,928.7

2,021.6
2,097.6
2,151.6
2,221.1
2,303.7

332.2
380.5
419.6
425.2
438.0

7,752.7
7,939.9
8,087.2
8,208.5
8,337.3

Year

1

15-19

20-24

25-29

30-34

35-39

1980...........
1985...........
1990...........

1.1
.5
.9

21.9
20.2
20.0

58.5
63.7
71.9

89.4
98.5
132.5

1995...........
1996...........
1997...........
1998...........
1999...........

.8
.8
.7
.8
.8

24.3
21.3
19.5
19.2
20.1

83.9
81.1
74.7
70.1
65.7

2000...........
2001...........
2002...........
2003...........
2004...........

.9
1.1
1.2
1.1
.9

22.0
26.6
32.0
34.0
33.9

2005...........
2006...........
2007...........
2008...........
2009...........

1.2
1.2
1.2
1.3
1.7

2010...........
2011...........
2012...........
2013...........
2014...........

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical figures from SSA administrative records.
• Projected figures computed as beginning of year in force plus awards minus total terminations.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

31

Benefit Payments
III.A8.—DI Disabled Worker Incidence Rates
(Awards per thousand exposed, by age and gender, calendar years awarded 1980-2014)
Total
Gross
Adjusted

50-54

55-59

60-64

65-NRA 1

3.90
3.64
3.75

45-49
Male
6.13
5.47
5.15

9.99
9.15
8.39

17.06
14.38
14.83

21.42
17.08
17.59

15.18
10.35
9.96

5.04
4.63
4.70

5.58
5.05
5.15

3.69
3.34
2.77
2.70
2.69

4.60
4.21
3.68
3.73
3.73

5.97
5.61
4.98
5.09
5.05

9.56
8.97
8.15
8.23
8.08

16.87
15.68
14.56
14.18
13.80

20.23
18.62
17.42
17.08
16.86

11.01
10.15
9.72
9.44
10.05

5.64
5.24
4.77
4.80
4.80

5.96
5.50
4.94
4.91
4.85

1.82
2.07
2.14
2.24
2.27

2.62
2.83
2.98
3.06
2.97

3.59
3.83
4.04
4.16
4.13

4.82
5.11
5.46
5.63
5.63

7.86
8.36
8.86
9.10
9.02

13.55
14.22
14.90
15.19
15.17

16.64
17.60
18.37
18.46
18.52

9.22
9.22
9.26
9.08
7.88

4.74
5.17
5.58
5.75
5.79

4.74
5.10
5.39
5.47
5.43

1.94
1.81
1.78
1.84
1.99

2.25
2.10
2.07
2.13
2.27

2.99
2.83
2.80
2.86
3.01

4.01
3.82
3.77
3.83
3.96

5.35
5.13
5.05
5.11
5.27

8.52
8.22
8.09
8.16
8.32

14.12
13.67
13.41
13.47
13.65

17.51
17.21
17.20
17.61
17.82

9.32
8.84
8.54
8.44
9.54

5.65
5.51
5.51
5.66
5.90

5.23
5.02
4.95
5.03
5.19

1.61
1.46
1.47
1.47
1.48

1.89
1.73
1.74
1.74
1.75

2.17
2.01
2.02
2.03
2.04

2.91
2.75
2.76
2.77
2.77

3.87
3.72
3.74
3.77
3.78

5.19
5.05
5.08
5.10
5.10

8.27
8.14
8.18
8.22
8.25

13.63
13.52
13.58
13.63
13.68

17.76
17.62
17.68
17.73
17.81

9.41
9.19
9.32
9.51
9.52

5.88
5.78
5.84
5.89
5.94

5.11
4.96
4.98
5.00
5.02

.19
.12
.22

.38
.48
.60

.66
.85
1.02

1.18
1.33
1.50

2.08
1.83
2.10

3.19
2.72
2.90

Female
4.89
4.08
4.30

7.51
6.78
6.90

11.96
9.79
11.03

13.10
10.49
11.24

8.80
6.46
6.45

3.35
3.00
3.26

3.95
3.43
3.71

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

.32
.27
.26
.23
.24

.82
.75
.71
.76
.84

1.38
1.29
1.19
1.23
1.32

2.21
2.12
1.94
1.98
1.90

3.16
3.11
2.87
2.95
2.94

4.18
4.19
3.99
4.09
4.13

5.61
5.61
5.29
5.53
5.52

9.26
9.13
8.55
8.73
8.36

14.70
14.17
13.25
13.42
13.32

14.94
14.29
13.62
13.65
13.85

8.19
7.70
7.31
7.27
7.71

4.76
4.69
4.47
4.63
4.66

5.06
4.93
4.63
4.73
4.71

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

.28
.36
.38
.37
.33

.94
1.16
1.37
1.26
1.24

1.38
1.72
1.85
1.83
1.85

1.90
2.19
2.32
2.46
2.52

2.88
3.19
3.39
3.45
3.38

3.95
4.27
4.57
4.65
4.64

5.18
5.59
6.02
6.07
6.07

7.98
8.43
8.86
8.92
9.01

12.84
13.53
13.71
13.77
13.72

13.52
14.31
15.01
15.14
15.39

6.83
7.34
7.55
7.02
6.21

4.56
5.01
5.38
5.52
5.63

4.56
4.94
5.20
5.25
5.26

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

.53
.43
.43
.49
.63

1.34
1.22
1.21
1.27
1.41

1.89
1.76
1.75
1.81
1.95

2.48
2.33
2.31
2.36
2.50

3.39
3.23
3.20
3.27
3.41

4.52
4.33
4.28
4.34
4.47

5.83
5.61
5.54
5.61
5.76

8.45
8.18
8.07
8.14
8.30

13.01
12.65
12.46
12.52
12.69

14.71
14.52
14.58
14.92
15.09

7.58
7.24
7.06
7.20
8.04

5.51
5.38
5.39
5.54
5.76

5.09
4.90
4.86
4.93
5.08

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

.52
.36
.36
.37
.37

1.31
1.15
1.16
1.17
1.18

1.85
1.70
1.71
1.72
1.73

2.41
2.26
2.28
2.30
2.31

3.32
3.17
3.19
3.20
3.22

4.38
4.25
4.29
4.33
4.36

5.70
5.57
5.61
5.64
5.67

8.25
8.14
8.20
8.26
8.32

12.68
12.60
12.69
12.78
12.87

15.02
14.91
15.01
15.11
15.22

7.92
7.74
7.85
8.04
8.08

5.74
5.64
5.72
5.79
5.86

5.00
4.87
4.90
4.94
4.97

1980 ...........
1985 ...........
1990 ...........

.26
.20
.32

.63
.74
.86

.92
1.25
1.41

1.44
1.72
2.00

2.36
2.28
2.62

3.65
3.27
3.38

Total
5.66
4.89
4.78

9.03
8.17
7.74

15.04
12.47
13.18

18.15
14.34
14.86

12.66
8.77
8.43

4.36
3.93
4.06

4.82
4.30
4.48

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

.39
.35
.32
.31
.31

1.02
.92
.88
.91
.99

1.65
1.49
1.31
1.33
1.38

2.55
2.33
2.01
1.98
1.90

3.46
3.24
2.82
2.81
2.81

4.41
4.20
3.82
3.89
3.91

5.80
5.61
5.12
5.29
5.27

9.42
9.04
8.33
8.46
8.21

15.89
14.99
13.96
13.83
13.58

17.87
16.68
15.72
15.53
15.50

9.74
9.04
8.61
8.46
9.00

5.24
4.99
4.63
4.72
4.73

5.54
5.24
4.80
4.83
4.78

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

.34
.45
.50
.47
.39

1.10
1.38
1.63
1.45
1.40

1.45
1.79
1.90
1.87
1.87

1.86
2.13
2.22
2.34
2.39

2.74
3.00
3.17
3.24
3.16

3.75
4.03
4.29
4.38
4.37

4.99
5.33
5.72
5.83
5.84

7.91
8.39
8.86
9.02
9.01

13.22
13.90
14.35
14.52
14.49

15.22
16.09
16.83
16.93
17.06

8.16
8.38
8.48
8.13
7.11

4.66
5.10
5.49
5.64
5.71

4.66
5.02
5.30
5.37
5.35

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

.61
.51
.51
.57
.70

1.52
1.39
1.38
1.43
1.57

1.92
1.78
1.77
1.83
1.97

2.36
2.21
2.18
2.24
2.38

3.18
3.01
2.98
3.05
3.20

4.24
4.06
4.01
4.06
4.20

5.58
5.36
5.28
5.35
5.50

8.49
8.20
8.08
8.15
8.31

13.59
13.18
12.95
13.01
13.18

16.20
15.95
15.97
16.34
16.52

8.51
8.10
7.86
7.87
8.85

5.59
5.45
5.45
5.60
5.83

5.17
4.97
4.91
4.99
5.14

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

.60
.44
.44
.44
.45

1.46
1.31
1.32
1.33
1.34

1.87
1.72
1.72
1.73
1.74

2.28
2.13
2.14
2.16
2.17

3.10
2.95
2.96
2.97
2.98

4.11
3.97
4.00
4.03
4.05

5.43
5.30
5.33
5.36
5.37

8.26
8.14
8.19
8.24
8.28

13.16
13.07
13.15
13.21
13.28

16.45
16.32
16.39
16.46
16.55

8.72
8.52
8.64
8.82
8.85

5.81
5.71
5.78
5.84
5.90

5.06
4.92
4.95
4.97
5.00

Year

15-19

20-24

25-29

30-34

35-39

40-44

1980 ...........
1985 ...........
1990 ...........

0.32
.27
.40

0.82
.95
1.09

1.12
1.57
1.75

1.60
2.01
2.40

2.51
2.59
3.01

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

.45
.42
.38
.38
.39

1.19
1.08
1.03
1.04
1.12

1.88
1.67
1.42
1.41
1.44

2.83
2.51
2.06
1.99
1.91

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

.40
.53
.61
.56
.45

1.26
1.59
1.88
1.62
1.54

1.51
1.86
1.94
1.91
1.89

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

.69
.58
.58
.64
.78

1.68
1.54
1.52
1.58
1.72

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

.68
.51
.52
.52
.52

1980 ...........
1985 ...........
1990 ...........

1

See Glossary for definition of “Normal retirement age—NRA.”
Sources:
• Age-specific and gross rates computed as the ratio of annual awards, to exposure of the disability insured population not receiving benefits.
• Total adjusted rate by sex computed as the ratio of total age-adjusted awards, to total exposure of the disability insured population not receiving benefits as of calendar year 2000
(standard population).
• Total adjusted rate for male and female combined computed as the ratio of total age-sex-adjusted awards, to total combined exposure of the disability insured population not
receiving benefits as of calendar year 2000 (standard population).
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

32

DI Numbers
III.A9.—DI Disabled Worker Awards
(By age and gender, calendar years awarded 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA 1

Total

28.1
27.4
30.9

45.8
40.0
39.7

73.1
61.2
59.4

71.9
63.6
64.3

4.9
3.6
3.3

291.2
281.1
303.6

41.3
38.8
34.7
35.8
36.2

46.0
44.4
39.8
41.7
42.8

54.8
54.5
52.7
55.6
57.2

73.3
69.7
68.6
70.7
71.3

69.9
64.9
61.3
61.3
62.3

3.7
3.3
3.1
3.1
3.2

378.5
355.5
326.8
333.0
337.5

26.0
27.6
28.3
28.4
27.2

35.5
38.3
40.6
41.9
41.3

42.3
46.2
50.5
52.9
53.7

58.4
64.0
68.6
72.0
73.4

72.2
80.6
90.1
95.3
99.5

63.0
68.7
75.9
79.7
81.9

3.2
3.1
3.1
3.9
4.8

338.8
374.4
406.3
421.6
428.7

18.7
17.2
16.9
17.6
19.1

27.4
25.8
25.3
25.6
26.2

39.5
36.9
35.4
35.1
35.9

51.6
49.8
49.1
49.7
51.0

71.4
70.9
71.5
73.6
76.4

96.4
95.6
95.5
98.3
102.7

80.7
83.7
88.2
94.7
100.8

7.2
8.4
9.7
11.0
12.6

422.6
415.7
419.2
434.3
455.8

16.4
14.8
14.8
14.8
15.1

18.8
17.8
18.2
18.5
18.6

24.8
23.1
23.1
23.5
24.1

34.8
33.4
33.4
33.1
32.6

49.5
47.2
46.3
45.4
44.8

76.8
76.3
77.1
77.6
77.6

105.5
107.4
110.4
113.0
115.3

104.7
106.1
108.1
110.8
114.4

13.0
14.1
15.2
15.7
16.0

457.3
452.0
458.8
464.8
470.9

2.9
3.3
4.1

4.5
6.8
8.3

5.8
8.8
11.6

7.0
10.0
14.3

Female
9.3
11.5
17.7

13.6
14.4
20.1

21.9
21.1
25.4

33.5
29.6
33.9

28.5
27.8
31.0

1.8
1.5
1.7

129.1
135.0
168.5

.4
.4
.4
.4
.4

4.9
4.4
4.4
4.8
5.5

10.5
9.8
9.0
9.3
9.8

17.7
16.7
15.0
14.9
14.3

25.1
25.1
23.4
24.2
24.2

30.6
31.6
30.9
32.5
33.4

36.8
38.3
36.7
39.4
40.7

44.6
47.0
47.3
51.0
51.7

52.6
53.0
52.9
56.6
58.7

41.8
40.3
38.9
40.4
42.3

2.2
2.1
2.0
1.9
2.0

267.1
268.8
260.9
275.4
283.0

2000...........
2001...........
2002...........
2003...........
2004...........

.5
.6
.6
.6
.5

6.4
8.1
9.6
8.7
8.3

10.1
12.5
13.5
13.4
13.8

14.4
16.7
17.7
18.7
18.8

23.5
25.6
26.6
26.6
25.9

32.6
35.8
38.8
39.5
39.5

39.4
43.8
48.2
49.8
50.8

52.6
57.7
61.6
63.7
66.5

58.5
66.0
72.0
76.3
80.5

42.9
47.4
52.9
56.1
59.2

1.9
2.0
2.2
2.6
3.3

282.5
316.1
343.7
355.9
367.1

2005...........
2006...........
2007...........
2008...........
2009...........

.8
.6
.7
.8
1.0

8.9
8.1
8.1
8.5
9.6

14.5
13.9
14.0
14.5
15.6

18.2
17.0
16.9
17.6
19.0

26.1
25.1
25.0
25.4
26.1

38.0
35.8
34.6
34.5
35.2

49.7
48.5
48.2
49.0
50.2

64.5
64.3
65.3
67.4
70.1

80.5
81.2
82.5
85.8
90.2

59.3
62.0
66.3
71.9
77.0

5.1
5.9
6.9
8.0
9.0

365.7
362.4
368.3
383.3
403.1

2010...........
2011...........
2012...........
2013...........
2014...........

.9
.6
.6
.6
.6

9.0
8.1
8.4
8.6
8.7

14.7
13.3
13.4
13.6
13.9

18.9
18.1
18.6
18.9
19.0

24.9
23.5
23.7
24.1
24.8

34.6
33.8
34.2
34.2
33.9

49.0
46.9
46.2
45.6
45.3

71.0
71.1
72.1
72.9
73.2

93.2
95.4
98.9
101.9
104.9

80.6
82.7
85.5
88.8
92.4

9.3
10.1
11.1
11.6
12.0

406.1
403.7
412.6
420.7
428.6

1980...........
1985...........
1990...........

1.3
.6
1.1

10.6
11.1
12.5

14.7
22.3
25.2

18.6
27.1
35.1

22.7
30.7
41.4

Total
29.4
34.1
47.3

41.8
41.8
51.0

67.7
61.1
65.1

106.5
90.8
93.3

100.3
91.5
95.3

6.7
5.1
5.0

420.3
416.1
472.1

1995...........
1996...........
1997...........
1998...........
1999...........

1.0
1.0
1.0
1.0
1.1

12.9
11.6
11.3
11.9
13.3

26.8
24.2
21.1
21.2
21.7

45.4
40.6
34.1
32.9
31.2

61.8
58.6
51.3
51.5
51.3

71.9
70.5
65.6
68.2
69.7

82.9
82.7
76.5
81.2
83.6

99.4
101.6
100.1
106.5
108.9

125.9
122.7
121.4
127.2
130.0

111.7
105.2
100.2
101.8
104.5

6.0
5.4
5.1
5.0
5.3

645.6
624.3
587.7
608.4
620.6

2000...........
2001...........
2002...........
2003...........
2004...........

1.2
1.6
1.6
1.4
1.2

15.4
19.9
23.5
20.6
19.7

22.2
27.1
28.8
28.6
29.2

30.6
35.2
36.6
38.1
38.2

49.4
53.2
54.8
55.0
53.1

68.1
74.1
79.4
81.4
80.8

81.7
90.0
98.8
102.7
104.5

111.0
121.7
130.2
135.7
139.8

130.7
146.6
162.1
171.6
180.0

105.9
116.1
128.8
135.8
141.1

5.1
5.2
5.3
6.4
8.1

621.3
690.5
750.0
777.5
795.8

2005...........
2006...........
2007...........
2008...........
2009...........

1.9
1.6
1.6
1.9
2.4

21.2
19.2
19.0
19.8
22.0

30.8
29.4
29.6
30.8
33.0

36.9
34.1
33.8
35.2
38.2

53.5
50.9
50.3
50.9
52.3

77.5
72.6
70.0
69.6
71.1

101.4
98.3
97.3
98.7
101.2

135.9
135.2
136.7
141.0
146.5

176.9
176.8
178.1
184.1
192.9

140.0
145.7
154.4
166.7
177.8

12.3
14.3
16.6
19.0
21.5

788.2
778.1
787.5
817.6
858.9

2010...........
2011...........
2012...........
2013...........
2014...........

2.1
1.5
1.5
1.5
1.5

20.9
19.1
19.6
20.1
20.3

31.0
28.2
28.2
28.5
29.0

37.6
35.9
36.8
37.3
37.6

49.7
46.6
46.8
47.6
48.9

69.5
67.2
67.6
67.3
66.5

98.5
94.1
92.5
90.9
90.0

147.9
147.4
149.2
150.5
150.9

198.6
202.9
209.3
214.9
220.1

185.3
188.8
193.6
199.6
206.8

22.4
24.2
26.3
27.3
28.0

863.5
855.8
871.4
885.4
899.5

Year

15-19

20-24

25-29

30-34

35-39

1980...........
1985...........
1990...........

0.9
.4
.7

7.7
7.9
8.4

10.2
15.5
16.9

12.8
18.2
23.4

15.8
20.7
27.1

1995...........
1996...........
1997...........
1998...........
1999...........

.6
.6
.6
.6
.7

8.1
7.2
6.9
7.1
7.8

16.3
14.4
12.2
11.9
11.9

27.7
24.0
19.1
18.0
16.9

36.7
33.5
27.9
27.3
27.2

2000...........
2001...........
2002...........
2003...........
2004...........

.7
.9
1.0
.9
.7

9.1
11.8
14.0
12.0
11.4

12.1
14.7
15.3
15.2
15.4

16.2
18.5
18.9
19.4
19.3

2005...........
2006...........
2007...........
2008...........
2009...........

1.1
.9
1.0
1.1
1.4

12.2
11.1
10.9
11.3
12.4

16.3
15.6
15.6
16.3
17.4

2010...........
2011...........
2012...........
2013...........
2014...........

1.2
.9
.9
.9
.9

11.9
10.9
11.3
11.5
11.6

1980...........
1985...........
1990...........

.4
.2
.4

1995...........
1996...........
1997...........
1998...........
1999...........

40-44
Male
20.1
22.6
29.6

1

See Glossary for definition of “Normal retirement age—NRA.”
Sources:
• Historical awards from SSA administrative records.
• Projected awards computed by applying age-specific award rates to exposure of the disability insured population not receiving benefits.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

33

Benefit Payments
III.A10.—DI Disabled Worker Total Termination Rates1
(Terminations per thousand beneficiaries, by age and gender, calendar years 1980-2014)

1
2

45-49

50-54

55-59

60-64

65-NRA2

Total

100.25
56.69
52.62

92.40
62.91
58.00

83.16
68.58
63.16

70.54
71.75
71.59

69.25
85.40
79.56

83.39
63.88
62.17

56.83
51.15
74.90
42.47
44.50

50.23
47.83
68.19
42.96
45.23

51.87
47.95
58.50
43.16
45.21

54.71
51.32
54.84
48.16
49.69

62.88
61.87
60.86
57.87
58.17

97.54
92.62
97.50
92.63
91.95

59.14
55.44
65.98
49.28
50.79

55.00
48.64
49.59
45.17
43.94

49.24
45.07
45.99
42.42
42.64

48.34
45.80
46.31
43.53
42.77

47.00
45.03
46.07
43.42
44.21

49.11
47.88
47.04
44.86
43.85

56.91
55.23
54.69
52.50
51.02

98.27
86.04
87.37
99.21
109.98

52.84
49.68
49.87
47.20
46.80

46.56
48.11
49.53
51.88
52.91

43.92
45.08
46.09
48.02
48.66

42.42
43.16
43.80
45.37
45.65

42.40
42.84
43.17
44.41
44.34

43.64
43.73
43.71
44.61
44.20

43.22
43.08
42.82
43.46
42.79

50.04
49.59
49.02
49.55
48.78

90.64
87.89
85.25
83.88
92.96

46.83
47.28
47.67
48.89
49.18

53.23
52.08
53.40
53.16
52.92

54.18
52.95
54.18
53.90
53.66

49.93
48.42
49.39
49.14
48.89

46.83
44.88
45.40
45.02
44.68

45.41
43.14
43.36
42.94
42.51

45.17
42.55
42.43
41.90
41.37

43.70
40.84
40.49
39.92
39.33

49.61
46.59
46.02
45.31
44.60

90.99
87.05
86.93
88.06
86.31

49.98
47.66
47.84
47.42
46.84

83.10
66.57
52.54

72.39
61.08
49.56

76.08
49.04
42.42

90.11
46.61
40.11

Female
97.80
49.37
43.07

96.33
55.38
46.74

74.60
53.44
49.29

61.77
52.55
48.92

45.75
50.48
51.74

52.99
53.51
52.97

64.58
51.81
48.07

41.14
59.84
55.46
35.97
43.62

52.61
54.38
62.01
58.99
54.27

50.54
50.65
57.60
47.63
51.58

45.25
45.46
55.65
42.53
42.30

40.94
40.75
52.28
38.59
39.41

40.40
38.70
48.23
38.35
37.65

40.39
39.43
45.10
38.54
38.89

40.87
39.08
41.63
37.97
37.94

41.90
39.56
39.73
37.51
37.49

45.89
44.29
43.35
42.25
42.30

70.35
65.62
67.12
68.15
66.29

43.30
41.74
45.49
40.09
40.11

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

31.61
30.34
35.36
30.27
19.10

44.54
39.90
35.42
32.13
33.69

55.18
46.27
45.93
42.96
38.71

50.28
43.53
44.86
40.92
38.71

43.80
39.54
41.47
36.72
35.44

41.78
38.54
39.61
35.63
35.68

40.47
37.83
39.23
35.39
35.14

39.18
36.53
37.03
34.66
34.58

37.85
36.89
36.46
34.97
34.23

41.44
40.08
39.67
38.67
37.16

68.63
63.41
66.38
73.10
75.41

41.57
38.98
39.39
37.10
36.36

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

18.19
17.97
18.10
18.84
18.15

33.83
34.78
35.56
37.28
37.64

38.83
40.14
41.32
43.46
44.26

38.87
40.17
41.36
43.46
44.24

35.51
36.52
37.37
39.12
39.59

35.63
36.36
37.00
38.55
38.77

34.99
35.51
35.93
37.27
37.28

34.31
34.56
34.70
35.75
35.50

33.88
33.92
33.84
34.66
34.18

36.63
36.42
36.09
36.78
36.17

61.35
59.49
57.60
56.64
63.13

36.33
36.73
37.03
38.17
38.33

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

19.45
17.24
17.59
17.48
17.35

38.88
37.12
37.94
37.85
37.72

45.59
44.19
45.28
45.11
44.94

45.56
44.13
45.16
44.91
44.69

40.91
39.21
40.00
39.80
39.60

39.99
38.03
38.56
38.28
38.00

38.46
36.28
36.59
36.27
35.94

36.61
34.15
34.18
33.79
33.40

35.24
32.56
32.38
31.95
31.51

37.16
34.29
33.92
33.42
32.92

61.76
58.97
58.97
59.69
58.65

39.25
36.94
37.09
36.75
36.29

1980 ...........
1985 ...........
1990 ...........

104.66
58.76
54.92

87.77
61.29
54.67

81.13
57.05
60.14

79.66
48.86
54.80

94.97
43.88
51.11

99.05
56.27
50.57

86.67
59.84
54.92

75.99
63.22
58.15

62.22
64.59
64.76

63.85
74.50
70.30

77.32
59.95
57.35

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

48.90
61.69
62.99
43.76
40.94

57.03
59.05
67.57
58.43
53.93

59.86
57.79
70.59
53.55
57.06

62.93
58.34
70.55
47.13
49.27

55.67
51.54
68.35
42.52
43.67

50.69
46.36
64.41
40.80
41.66

46.47
44.54
58.91
41.12
42.54

47.50
44.33
51.49
40.96
42.08

49.70
46.59
48.62
43.66
44.43

56.55
55.19
54.04
51.64
51.70

87.65
82.62
86.07
83.23
81.89

53.15
50.12
57.82
45.51
46.32

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

38.31
45.54
34.37
36.30
33.30

47.27
40.42
36.48
33.06
36.01

62.15
50.89
50.80
44.75
42.21

57.13
50.25
51.64
45.17
42.88

50.33
44.76
46.04
41.41
40.09

46.10
42.28
43.21
39.40
39.49

44.94
42.31
43.17
39.88
39.31

43.60
41.28
42.03
39.46
39.80

44.18
43.00
42.30
40.41
39.50

50.47
48.81
48.22
46.46
44.90

86.45
76.80
78.62
88.14
95.17

48.04
45.04
45.27
42.71
42.10

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

32.77
33.49
34.48
35.53
35.37

36.18
37.20
38.03
39.75
40.11

42.35
43.85
45.24
47.57
48.54

42.97
44.38
45.66
47.89
48.79

40.06
41.08
41.96
43.75
44.26

39.31
40.01
40.60
42.13
42.36

39.01
39.45
39.79
41.04
40.97

39.32
39.46
39.50
40.44
40.08

38.97
38.88
38.65
39.35
38.73

44.06
43.66
43.16
43.73
42.99

77.83
75.33
72.85
71.51
79.37

42.06
42.45
42.76
43.90
44.09

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

36.57
34.62
35.23
35.05
34.79

41.29
39.60
40.52
40.45
40.33

49.85
48.58
49.78
49.55
49.32

50.09
48.75
49.89
49.62
49.38

45.51
43.88
44.74
44.51
44.27

43.52
41.53
42.02
41.66
41.32

42.07
39.82
40.06
39.66
39.26

41.09
38.52
38.45
37.95
37.47

39.69
36.90
36.61
36.09
35.57

43.86
40.87
40.34
39.69
39.05

77.61
74.11
73.97
74.81
73.35

44.92
42.57
42.71
42.30
41.75

Year

15-19

20-24

25-29

30-34

35-39

1980 ...........
1985 ...........
1990 ...........

107.01
73.42
43.52

89.43
59.21
55.65

84.67
55.42
64.99

81.10
48.79
60.53

96.98
42.69
56.48

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

53.59
62.88
67.58
48.10
39.37

59.58
61.81
70.96
58.09
53.72

65.08
62.00
78.59
57.40
60.77

72.73
65.86
79.76
50.13
54.00

63.96
57.91
78.30
45.12
46.60

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

42.44
55.27
33.76
40.15
42.52

49.07
40.76
37.19
33.68
37.58

67.06
54.27
54.49
46.13
44.91

61.98
55.27
56.92
48.65
46.43

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

43.31
44.80
46.32
47.84
48.61

37.80
38.90
39.79
41.56
41.95

45.08
46.73
48.27
50.78
51.91

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

49.75
47.31
47.41
46.99
46.65

43.11
41.47
42.44
42.38
42.26

1980 ...........
1985 ...........
1990 ...........

98.49
16.81
78.59

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

40-44
Male
104.93
48.16
50.07

Total
102.83
48.54
47.75

Death, recovery, and “other” reasons except conversion to retired worker benefit at normal retirement age.
Does not reflect termination due to conversion at normal retirement age. See table II.9 for overall disability termination rates

Sources:
• Historical rates computed as the ratio of (a) age-specific total terminations, to (b) exposure of disabled worker in force population.
• Future rates calculated as the sum of projected termination rates due to death, recovery and “other” reasons.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions

34

DI Numbers
III.A11.—DI Disabled Worker Termination Rates Due to Death
(Deaths per thousand beneficiaries, by age and gender, calendar years 1980-2014)

1

45-49

50-54

55-59

60-64

65-NRA 1

Total

25.94
26.19
36.49

40-44
Male
34.14
34.09
35.16

42.02
45.65
40.12

52.44
54.84
48.91

58.71
63.16
56.86

63.23
66.63
63.51

58.73
74.63
74.49

51.90
54.12
50.21

42.02
32.99
20.97
18.90
18.09

40.65
32.68
22.86
21.34
20.55

38.68
32.64
25.43
24.83
24.37

38.08
35.13
29.89
30.44
30.32

43.46
39.71
36.64
36.12
36.10

49.47
46.64
44.67
44.70
44.05

55.96
55.27
52.16
52.33
51.63

72.21
69.13
68.57
65.79
64.94

45.71
41.93
37.30
37.23
36.90

14.87
13.57
14.60
12.65
12.26

17.10
16.55
17.43
15.42
14.73

20.40
19.45
20.29
19.53
18.19

24.31
22.67
24.38
23.51
23.31

30.46
28.71
30.60
29.67
28.57

35.99
33.84
35.99
35.08
35.10

43.19
40.21
41.20
39.71
38.72

50.04
46.87
48.75
47.07
45.95

62.59
57.76
57.08
70.17
82.18

36.42
34.31
36.02
35.28
34.96

13.99
13.77
13.56
13.35
13.13

11.90
11.74
11.57
11.41
11.24

14.25
13.99
13.74
13.51
13.28

17.61
17.34
17.09
16.84
16.57

22.63
22.30
21.96
21.60
21.21

27.73
27.32
26.91
26.50
26.08

34.05
33.52
33.00
32.49
31.97

37.66
37.10
36.51
35.92
35.32

44.62
43.88
43.13
42.46
41.79

72.47
69.96
67.55
66.15
72.97

34.76
34.64
34.56
34.45
34.53

19.03
18.91
18.61
18.29
17.96

12.92
12.71
12.49
12.27
12.05

11.05
10.86
10.67
10.47
10.28

13.06
12.86
12.66
12.47
12.26

16.27
15.96
15.67
15.38
15.10

20.83
20.49
20.17
19.85
19.49

25.67
25.27
24.86
24.43
23.94

31.45
30.93
30.42
29.91
29.39

34.73
34.15
33.58
33.02
32.43

41.17
40.51
39.81
39.11
38.40

71.16
67.74
67.30
67.90
66.28

34.09
33.79
33.58
33.24
32.76

1980...........
1985...........
1990...........

75.76
16.81
23.58

38.34
27.48
25.82

23.75
21.49
19.49

24.93
21.49
20.65

27.15
27.45
22.74

Female
33.84
32.64
27.58

38.86
42.06
34.48

42.24
44.66
40.39

41.39
47.06
43.08

40.36
45.74
45.97

46.48
47.25
46.86

39.09
41.79
37.55

1995...........
1996...........
1997...........
1998...........
1999...........

15.82
28.35
31.20
25.18
40.27

18.40
16.34
16.86
17.06
19.31

16.99
16.33
14.38
12.95
13.57

19.38
17.85
15.24
14.58
14.67

21.23
19.36
17.36
16.90
16.14

23.63
22.03
20.35
19.75
19.05

28.15
26.66
24.23
24.02
23.82

32.65
30.96
29.78
28.88
28.48

37.46
35.30
34.09
32.96
32.30

41.17
39.93
38.53
37.96
37.49

50.07
47.00
46.35
45.82
45.16

31.86
30.24
28.73
28.19
27.86

2000...........
2001...........
2002...........
2003...........
2004...........

17.24
11.67
22.10
23.28
13.64

15.59
16.04
13.91
13.20
13.14

14.10
12.95
12.60
12.51
11.35

14.08
12.87
13.71
13.59
12.38

15.90
15.25
16.24
15.40
14.25

19.69
18.44
19.76
18.53
18.53

23.12
22.14
23.48
22.24
21.55

28.11
26.26
27.40
26.11
25.53

31.83
30.10
30.65
29.72
28.82

36.82
34.23
34.99
34.47
33.23

44.43
40.20
41.28
51.18
56.55

27.57
25.99
27.01
26.41
25.80

2005...........
2006...........
2007...........
2008...........
2009...........

13.01
12.85
12.76
12.53
12.32

12.75
12.59
12.39
12.20
12.03

11.01
10.85
10.68
10.51
10.34

11.99
11.78
11.58
11.39
11.20

13.81
13.60
13.38
13.18
12.97

17.99
17.73
17.47
17.19
16.87

20.92
20.59
20.28
19.97
19.64

24.77
24.39
24.01
23.63
23.25

28.01
27.62
27.16
26.72
26.28

32.28
31.77
31.22
30.71
30.24

49.64
47.91
46.16
45.17
50.08

25.53
25.40
25.28
25.14
25.16

2010...........
2011...........
2012...........
2013...........
2014...........

12.19
12.02
11.75
11.53
11.32

11.84
11.62
11.39
11.18
10.98

10.17
10.00
9.83
9.66
9.48

11.02
10.85
10.69
10.52
10.33

12.75
12.53
12.31
12.09
11.88

16.56
16.28
16.03
15.78
15.51

19.33
19.03
18.72
18.38
18.02

22.87
22.49
22.11
21.74
21.36

25.85
25.43
25.00
24.58
24.14

29.79
29.31
28.80
28.29
27.78

48.82
46.37
46.11
46.50
45.50

24.82
24.57
24.39
24.13
23.78

1980...........
1985...........
1990...........

87.91
47.88
26.82

36.38
27.14
27.56

23.36
21.97
28.93

22.34
23.35
30.81

26.29
26.57
31.98

Total
34.05
33.64
32.64

41.05
44.52
38.16

49.15
51.55
45.89

52.90
57.77
52.01

55.55
59.60
57.47

54.66
65.27
64.87

47.76
50.11
45.88

1995...........
1996...........
1997...........
1998...........
1999...........

33.39
32.08
32.81
21.88
32.26

19.64
18.77
18.80
19.54
18.00

24.07
20.24
16.05
14.68
14.71

33.94
27.41
18.78
17.19
16.71

33.65
27.74
20.76
19.58
18.75

33.05
28.56
23.43
22.76
22.17

34.28
31.81
27.61
27.78
27.56

39.16
36.14
33.79
33.04
32.82

44.77
42.09
40.31
39.75
38.99

50.46
49.44
46.85
46.60
45.87

64.16
60.93
60.21
58.12
57.19

40.47
37.39
33.89
33.53
33.12

2000...........
2001...........
2002...........
2003...........
2004...........

19.70
20.95
20.12
24.50
18.26

16.30
15.71
13.87
13.58
13.91

14.55
13.31
13.74
12.59
11.86

15.85
14.98
15.80
14.60
13.65

18.52
17.65
18.52
17.69
16.41

22.36
20.86
22.37
21.30
21.15

27.29
25.83
27.44
26.34
25.39

32.55
30.50
32.15
31.02
30.72

38.22
35.73
36.48
35.21
34.25

44.54
41.51
42.83
41.57
40.33

55.34
50.60
50.49
62.12
71.20

32.65
30.71
32.06
31.33
30.84

2005...........
2006...........
2007...........
2008...........
2009...........

17.22
17.08
17.01
16.64
16.23

13.49
13.28
13.07
12.86
12.66

11.51
11.35
11.18
11.01
10.84

13.19
12.95
12.72
12.51
12.29

15.86
15.59
15.34
15.08
14.82

20.51
20.18
19.85
19.51
19.13

24.61
24.21
23.81
23.42
23.01

29.76
29.27
28.79
28.32
27.84

33.27
32.75
32.18
31.62
31.06

39.12
38.43
37.73
37.10
36.49

62.49
60.21
57.96
56.63
62.54

30.57
30.41
30.27
30.11
30.14

2010...........
2011...........
2012...........
2013...........
2014...........

16.06
16.00
15.81
15.55
15.27

12.46
12.24
12.02
11.80
11.59

10.66
10.48
10.29
10.11
9.92

12.09
11.91
11.72
11.54
11.34

14.54
14.27
14.01
13.75
13.50

18.77
18.43
18.12
17.82
17.49

22.62
22.25
21.86
21.46
21.01

27.36
26.88
26.41
25.94
25.46

30.52
29.99
29.48
28.97
28.44

35.91
35.30
34.64
34.00
33.35

60.94
57.89
57.48
57.91
56.55

29.72
29.41
29.19
28.87
28.42

Year

15-19

20-24

25-29

30-34

35-39

1980...........
1985...........
1990...........

92.55
58.74
28.38

35.69
27.00
28.36

23.20
22.16
33.24

21.31
24.17
35.50

1995...........
1996...........
1997...........
1998...........
1999...........

44.02
34.48
33.79
20.04
27.56

20.35
20.22
19.98
21.09
17.16

28.04
22.55
17.08
15.81
15.49

2000...........
2001...........
2002...........
2003...........
2004...........

21.22
26.89
18.91
25.28
21.26

16.77
15.49
13.85
13.84
14.44

2005...........
2006...........
2007...........
2008...........
2009...........

20.27
20.15
20.09
19.67
19.24

2010...........
2011...........
2012...........
2013...........
2014...........

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical rates computed as the ratio of (a) age-specific death terminations, to (b) exposure of disabled worker in force population.
• Future rates projected by historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

35

Benefit Payments
III.A12.—DI Disabled Worker Termination Rates Due to Recovery
(Recoveries per thousand beneficiaries, by age and gender, calendar years 1980-2014)

1

45-49

50-54

55-59

60-64

65-NRA 1

Total

69.83
15.45
18.33

40-44
Male
69.52
12.85
13.43

57.29
10.03
11.31

39.10
7.34
8.16

23.77
4.75
5.54

6.39
3.68
5.35

1.84
1.86
2.03

30.29
8.38
10.26

29.55
31.76
58.25
30.42
34.58

22.38
24.39
55.05
23.35
24.96

17.34
17.82
49.19
17.23
19.00

11.54
12.16
38.01
12.20
13.94

7.92
7.74
21.61
6.76
8.28

4.84
4.32
9.92
3.16
5.05

4.08
3.85
5.92
3.02
3.73

1.49
1.49
5.76
2.30
2.80

11.71
11.92
27.30
10.65
12.01

49.75
38.61
37.68
31.03
30.74

43.29
36.81
37.46
31.24
30.05

32.98
27.42
27.51
24.13
24.29

23.39
20.66
20.16
17.75
18.06

16.47
15.64
14.51
12.84
13.14

9.83
9.92
8.95
7.51
8.31

5.15
6.73
5.11
4.61
4.50

3.86
5.49
3.19
3.10
2.79

3.35
1.73
1.95
2.88
2.48

14.07
13.11
11.69
10.08
10.02

21.66
22.78
23.78
24.77
25.67

30.93
32.53
34.14
35.81
37.41

30.28
31.88
33.45
35.03
36.59

24.46
25.69
26.85
28.04
29.25

18.12
19.00
19.87
20.80
21.77

13.19
13.84
14.48
15.14
15.79

8.35
8.76
9.17
9.58
9.99

4.49
4.71
4.94
5.17
5.40

2.79
2.92
3.07
3.24
3.38

2.26
2.33
2.39
2.49
2.91

9.77
10.05
10.30
10.58
10.93

24.83
24.86
25.17
25.07
25.06

25.54
26.62
27.81
27.97
28.07

37.41
38.96
40.47
40.43
40.38

36.59
38.05
39.48
39.41
39.37

29.32
30.60
31.87
31.90
31.94

21.83
22.72
23.56
23.51
23.52

15.77
16.40
17.03
17.04
17.10

9.98
10.38
10.77
10.75
10.75

5.41
5.62
5.84
5.83
5.83

3.33
3.46
3.60
3.60
3.61

2.89
2.91
3.06
3.14
3.12

10.78
11.02
11.30
11.19
11.08

1980 ...........
1985 ...........
1990 ...........

22.73
0.00
55.01

41.90
36.15
23.61

46.99
38.21
28.19

50.03
26.66
19.76

62.15
18.27
15.73

Female
63.20
15.76
14.08

56.90
12.63
11.30

31.83
8.17
8.05

19.89
4.96
5.29

4.76
3.77
4.11

1.10
1.17
1.30

24.67
9.04
9.14

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

22.15
25.20
24.26
10.79
3.36

33.00
36.70
44.20
40.48
32.95

32.01
33.05
42.68
34.05
36.28

24.84
26.64
39.88
27.44
26.31

18.93
20.66
34.56
21.26
22.10

16.22
16.08
27.53
18.24
17.49

11.78
12.31
20.66
14.19
14.33

7.85
7.73
11.57
8.75
8.98

4.10
3.91
5.42
4.23
4.90

2.83
2.62
3.18
2.58
3.21

.95
1.21
3.37
2.37
1.86

10.18
10.35
15.82
10.87
10.96

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

11.49
16.34
8.84
4.66
2.73

28.05
22.04
19.71
16.82
18.75

39.17
31.23
31.21
28.60
25.34

34.73
28.59
29.34
25.87
24.79

26.14
22.69
23.71
19.89
19.77

20.61
18.70
18.71
16.15
16.21

16.19
14.58
14.76
12.51
12.83

10.42
9.68
9.09
8.12
8.60

5.71
6.42
5.46
4.95
5.11

3.24
4.44
3.26
2.96
2.77

2.35
1.59
1.72
2.00
2.37

12.55
11.54
10.97
9.49
9.43

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2.47
2.61
2.73
2.82
2.84

18.92
19.85
20.73
21.64
22.49

25.46
26.74
28.00
29.31
30.59

24.96
26.27
27.56
28.85
30.12

19.90
20.91
21.87
22.84
23.81

16.27
17.06
17.87
18.70
19.54

12.89
13.53
14.16
14.81
15.45

8.63
9.06
9.49
9.91
10.34

5.08
5.33
5.60
5.86
6.12

2.75
2.88
3.04
3.21
3.34

2.13
2.19
2.25
2.34
2.75

9.22
9.51
9.77
10.05
10.40

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2.93
3.24
3.44
3.43
3.43

22.42
23.37
24.40
24.52
24.59

30.59
31.86
33.12
33.12
33.12

30.12
31.35
32.55
32.48
32.44

23.85
24.88
25.89
25.90
25.92

19.57
20.38
21.16
21.13
21.13

15.43
16.06
16.69
16.70
16.73

10.33
10.75
11.16
11.14
11.14

6.12
6.36
6.61
6.59
6.60

3.29
3.41
3.55
3.56
3.57

2.72
2.74
2.88
2.96
2.94

10.26
10.50
10.77
10.67
10.56

1980 ...........
1985 ...........
1990 ...........

15.70
6.53
25.54

48.71
31.75
24.45

56.10
33.59
29.13

56.20
24.43
22.24

67.58
16.31
17.47

Total
67.66
13.76
13.65

57.17
10.85
11.30

36.75
7.61
8.12

22.47
4.82
5.45

5.84
3.71
4.92

1.59
1.63
1.77

28.47
8.60
9.88

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

13.12
24.68
30.18
20.59
3.72

35.36
38.18
47.51
37.12
33.32

34.32
36.22
53.88
38.04
40.61

27.87
29.88
51.23
29.24
31.24

21.14
23.00
47.21
22.52
23.79

16.92
17.15
40.68
17.64
18.38

11.63
12.22
31.04
13.03
14.10

7.89
7.73
17.44
7.60
8.58

4.55
4.15
8.06
3.62
4.99

3.62
3.38
4.85
2.85
3.52

1.30
1.39
4.86
2.33
2.43

11.13
11.31
22.73
10.74
11.57

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

17.52
23.68
10.06
9.98
11.82

29.59
23.23
20.31
17.49
20.31

45.38
35.49
34.88
29.97
28.39

39.74
33.29
33.90
28.82
27.63

30.13
25.40
25.85
22.24
22.24

22.22
19.82
19.53
17.04
17.22

16.35
15.17
14.63
12.69
13.00

10.09
9.82
9.01
7.79
8.44

5.39
6.59
5.26
4.77
4.78

3.60
5.05
3.22
3.04
2.78

2.95
1.67
1.85
2.51
2.43

13.42
12.43
11.37
9.82
9.76

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

12.42
13.26
14.20
14.69
15.40

20.54
21.57
22.51
23.45
24.31

28.54
30.00
31.46
32.96
34.41

27.80
29.24
30.66
32.10
33.52

22.36
23.46
24.49
25.54
26.61

17.27
18.10
18.93
19.80
20.70

13.05
13.70
14.33
14.98
15.63

8.48
8.90
9.32
9.74
10.16

4.76
4.99
5.24
5.49
5.74

2.77
2.90
3.06
3.23
3.36

2.20
2.27
2.32
2.42
2.84

9.52
9.80
10.06
10.33
10.68

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

15.30
15.74
16.29
16.31
16.30

24.20
25.22
26.35
26.50
26.59

34.40
35.81
37.19
37.14
37.11

33.51
34.86
36.19
36.11
36.06

26.64
27.78
28.91
28.93
28.95

20.73
21.57
22.38
22.32
22.32

15.61
16.24
16.86
16.87
16.92

10.15
10.56
10.96
10.94
10.94

5.74
5.98
6.21
6.20
6.20

3.31
3.43
3.58
3.58
3.59

2.81
2.83
2.98
3.05
3.04

10.53
10.77
11.05
10.94
10.83

Year

15-19

20-24

25-29

30-34

35-39

1980 ...........
1985 ...........
1990 ...........

13.02
8.81
11.35

51.12
30.01
24.84

59.80
31.72
29.55

58.65
23.45
23.38

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

7.66
24.34
33.79
26.05
3.94

36.72
39.06
49.53
35.02
33.57

35.61
38.09
60.77
40.64
43.56

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

21.22
28.38
10.80
13.38
17.72

30.61
24.02
20.72
17.95
21.37

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

19.61
21.01
22.49
23.44
25.05

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical rates computed as the ratio of (a) age-specific recovery terminations, to (b) exposure of disabled worker in force population.
• Future rates projected by historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

36

DI Numbers
III.A13.—DI Disabled Worker Termination Rates Due to “Other” Reasons
(“Other” terminations per thousand beneficiaries, by age and gender, calendar years 1980-2014)

1

45-49

50-54

55-59

60-64

65-NRA 1

Total

0.95
1.00
1.19

0.87
.73
.94

0.68
.68
.76

0.92
1.44
2.74

8.68
8.91
3.04

1.21
1.38
1.70

.82
.69
.28
.41
1.13

.62
.54
.29
.32
.98

.49
.50
.24
.29
.84

.40
.36
.26
.29
.58

2.84
2.75
2.79
2.51
2.81

23.83
22.01
23.17
24.54
24.20

1.73
1.59
1.38
1.39
1.87

1.62
1.78
1.79
1.51
1.46

1.54
1.75
1.45
1.16
1.27

1.41
1.46
1.19
1.02
1.06

1.19
1.26
1.14
.83
.80

.77
.94
.73
.54
.62

3.01
2.87
2.75
2.33
2.28

32.33
26.56
28.35
26.16
25.33

2.34
2.26
2.15
1.85
1.82

2.03
2.23
2.34
3.34
3.04

1.85
2.05
2.15
3.15
2.84

1.67
1.87
1.97
2.97
2.67

1.47
1.68
1.78
2.78
2.47

1.24
1.44
1.54
2.54
2.24

1.07
1.27
1.37
2.37
2.07

2.63
2.79
2.82
3.86
3.61

15.92
15.61
15.31
15.24
17.09

2.31
2.59
2.81
3.86
3.71

4.77
2.27
2.27
2.26
2.26

4.54
2.04
2.03
2.03
2.03

4.34
1.85
1.85
1.85
1.85

4.17
1.67
1.67
1.67
1.67

3.98
1.48
1.48
1.47
1.47

3.74
1.24
1.24
1.24
1.23

3.57
1.07
1.07
1.07
1.07

5.11
2.62
2.61
2.60
2.59

16.94
16.40
16.58
17.02
16.91

5.10
2.86
2.96
2.99
3.00

2.85
2.94
3.11

1.65
1.38
1.87

1.11
.89
2.00

.81
.89
1.64

Female
.77
.97
1.41

.57
.68
.97

.53
.61
.86

.49
.53
.55

.64
.98
1.66

5.40
5.09
4.81

.83
.98
1.38

3.17
6.30
.00
.00
.00

1.21
1.34
.95
1.45
2.01

1.54
1.27
.55
.63
1.74

1.03
.97
.53
.52
1.32

.78
.72
.36
.42
1.17

.55
.59
.35
.36
1.11

.47
.46
.21
.33
.75

.38
.39
.28
.34
.49

.34
.35
.23
.31
.29

1.88
1.75
1.64
1.72
1.60

19.33
17.41
17.41
19.96
19.27

1.26
1.15
.94
1.03
1.28

2000...........
2001...........
2002...........
2003...........
2004...........

2.87
2.33
4.42
2.33
2.73

.91
1.81
1.80
2.12
1.81

1.90
2.09
2.12
1.85
2.02

1.47
2.08
1.82
1.47
1.54

1.76
1.61
1.53
1.43
1.42

1.48
1.40
1.13
.95
.94

1.16
1.11
.98
.64
.75

.65
.59
.54
.44
.44

.31
.37
.35
.30
.30

1.38
1.40
1.43
1.24
1.17

21.86
21.62
23.39
19.92
16.49

1.46
1.45
1.42
1.20
1.13

2005...........
2006...........
2007...........
2008...........
2009...........

2.71
2.51
2.62
3.49
2.98

2.15
2.34
2.44
3.43
3.13

2.36
2.56
2.65
3.64
3.33

1.92
2.12
2.22
3.22
2.92

1.81
2.01
2.11
3.11
2.81

1.37
1.57
1.67
2.67
2.37

1.19
1.39
1.49
2.49
2.19

.91
1.11
1.21
2.21
1.91

.78
.98
1.08
2.08
1.78

1.60
1.77
1.83
2.85
2.59

9.58
9.39
9.19
9.14
10.30

1.58
1.82
1.98
2.99
2.78

2010...........
2011...........
2012...........
2013...........
2014...........

4.33
1.98
2.40
2.53
2.60

4.62
2.13
2.15
2.15
2.15

4.83
2.33
2.34
2.34
2.34

4.43
1.93
1.92
1.92
1.92

4.31
1.81
1.81
1.81
1.81

3.87
1.37
1.37
1.37
1.37

3.69
1.19
1.19
1.19
1.19

3.41
.91
.91
.90
.90

3.28
.78
.78
.78
.78

4.08
1.58
1.57
1.57
1.57

10.21
9.86
9.98
10.24
10.20

4.17
1.87
1.93
1.95
1.95

1980...........
1985...........
1990...........

1.05
4.35
2.55

2.68
2.41
2.66

1.67
1.49
2.09

1.12
1.09
1.76

1.10
1.00
1.65

Total
1.12
1.14
1.46

.83
.90
1.11

.76
.69
.91

.62
.63
.69

.83
1.29
2.37

7.59
7.61
3.66

1.08
1.25
1.59

1995...........
1996...........
1997...........
1998...........
1999...........

2.39
4.94
.00
1.29
4.96

2.03
2.09
1.26
1.78
2.61

1.47
1.33
.67
.83
1.73

1.12
1.06
.54
.69
1.32

.88
.80
.38
.43
1.12

.72
.65
.31
.39
1.12

.56
.51
.26
.32
.88

.44
.46
.26
.31
.69

.38
.36
.24
.30
.45

2.48
2.37
2.34
2.20
2.32

22.20
20.30
21.00
22.78
22.27

1.55
1.42
1.20
1.24
1.63

2000...........
2001...........
2002...........
2003...........
2004...........

1.10
.91
4.19
1.82
3.22

1.38
1.48
2.29
1.99
1.79

2.22
2.09
2.18
2.20
1.96

1.54
1.98
1.94
1.76
1.60

1.68
1.71
1.67
1.47
1.44

1.52
1.60
1.31
1.07
1.12

1.30
1.31
1.10
.85
.92

.95
.97
.87
.65
.64

.57
.69
.56
.43
.48

2.33
2.25
2.18
1.85
1.79

28.16
24.54
26.28
23.52
21.54

1.97
1.91
1.83
1.56
1.51

2005...........
2006...........
2007...........
2008...........
2009...........

3.13
3.16
3.27
4.20
3.74

2.15
2.35
2.45
3.44
3.14

2.30
2.50
2.60
3.60
3.29

1.98
2.18
2.28
3.29
2.99

1.83
2.03
2.13
3.13
2.83

1.53
1.73
1.83
2.82
2.52

1.35
1.54
1.64
2.64
2.34

1.09
1.29
1.38
2.38
2.08

.94
1.14
1.23
2.23
1.93

2.17
2.33
2.37
3.40
3.14

13.15
12.86
12.57
12.47
13.99

1.98
2.24
2.43
3.45
3.27

2010...........
2011...........
2012...........
2013...........
2014...........

5.21
2.89
3.12
3.19
3.22

4.64
2.14
2.14
2.15
2.15

4.79
2.30
2.30
2.30
2.30

4.49
1.99
1.98
1.98
1.98

4.33
1.83
1.83
1.83
1.83

4.02
1.52
1.52
1.52
1.52

3.84
1.34
1.33
1.33
1.33

3.58
1.08
1.08
1.07
1.07

3.43
.93
.93
.93
.93

4.64
2.13
2.12
2.11
2.11

13.86
13.39
13.52
13.86
13.77

4.66
2.39
2.47
2.49
2.50

Year

15-19

20-24

25-29

30-34

35-39

1980...........
1985...........
1990...........

1.45
5.87
3.78

2.62
2.20
2.45

1.68
1.54
2.20

1.13
1.17
1.64

1.22
1.05
1.66

1995...........
1996...........
1997...........
1998...........
1999...........

1.91
4.06
.00
2.00
7.87

2.50
2.54
1.45
1.98
2.99

1.43
1.36
.74
.96
1.73

1.17
1.11
.54
.81
1.33

.93
.85
.39
.43
1.09

2000...........
2001...........
2002...........
2003...........
2004...........

.00
.00
4.05
1.49
3.54

1.69
1.25
2.62
1.90
1.78

2.45
2.09
2.22
2.46
1.91

1.60
1.91
2.04
1.99
1.65

2005...........
2006...........
2007...........
2008...........
2009...........

3.43
3.63
3.74
4.73
4.33

2.15
2.35
2.45
3.45
3.15

2.26
2.46
2.56
3.56
3.27

2010...........
2011...........
2012...........
2013...........
2014...........

5.88
3.55
3.62
3.63
3.63

4.65
2.14
2.14
2.15
2.15

1980...........
1985...........
1990...........

.00
.00
.00

1995...........
1996...........
1997...........
1998...........
1999...........

40-44
Male
1.27
1.22
1.48

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical rates computed as the ratio of (a) age-specific “other” terminations, to (b) exposure of disabled worker in force population.
• Future rates projected by historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

37

Benefit Payments
III.A14.—DI Disabled Worker Total Terminations
(By calendar age terminated and gender, calendar years 1980-2014)
[In thousands]
Year

50-54

55-59

60-64

65-NRA1

Conversion
at NRA

Total

12.4
6.2
10.2

45-49
Male
17.6
8.5
11.0

25.9
14.2
14.5

38.8
26.1
23.4

45.6
42.9
39.6

4.8
5.5
4.7

135.7
124.0
115.1

304.5
241.5
241.2

15.9
14.6
19.6
10.8
11.0

17.1
16.1
24.5
13.9
14.9

17.4
17.6
25.8
16.3
17.8

19.1
18.9
24.7
19.0
21.2

24.8
24.5
27.6
25.3
27.3

37.4
37.7
37.6
36.6
37.5

5.9
5.6
6.1
5.6
5.9

117.5
116.8
120.4
117.5
124.0

273.7
268.4
305.4
257.1
271.6

7.8
6.7
6.8
5.8
5.5

12.6
10.7
10.6
9.3
8.8

16.7
15.3
15.6
14.5
14.6

19.7
19.3
20.3
19.8
20.1

23.4
23.3
24.4
23.9
25.3

27.9
28.7
30.1
30.5
32.0

37.4
37.6
39.3
40.0
40.9

6.4
5.6
5.8
7.0
8.0

125.6
125.6
129.0
113.9
114.5

282.6
276.9
286.5
268.7
274.3

3.7
4.1
4.3
4.6
4.7

5.5
5.7
6.0
6.6
7.0

8.8
9.0
9.1
9.4
9.3

14.4
14.2
14.0
14.0
13.7

20.4
20.8
21.0
21.5
21.3

26.0
27.0
27.8
29.0
29.2

33.6
34.7
34.9
36.2
36.6

41.8
43.7
45.7
48.4
50.3

13.8
16.6
20.2
23.3
25.7

118.2
122.0
128.4
136.8
171.4

287.3
299.0
312.5
331.0
370.5

1.2
1.2
1.2
1.2
1.2

4.8
4.6
4.6
4.5
4.5

7.6
7.6
7.9
7.9
7.8

9.4
9.0
9.2
9.4
9.6

14.0
13.3
13.3
13.0
12.6

21.4
19.8
19.3
18.5
17.9

30.3
28.8
28.8
28.4
27.9

38.5
37.1
37.9
38.2
38.4

53.9
52.0
52.3
52.8
53.6

25.7
27.9
30.6
31.2
31.4

170.7
174.6
198.7
218.1
219.7

377.5
375.9
403.8
423.3
424.6

.6
.5
.4

1.7
1.5
1.5

2.7
2.0
2.5

3.7
2.5
3.3

4.9
2.9
4.3

Female
7.5
3.8
5.2

9.9
5.8
6.7

14.5
10.0
9.8

15.0
15.3
15.0

1.8
1.8
1.7

67.8
65.3
62.3

130.1
111.4
112.9

15-19

20-24

25-29

30-34

35-39

40-44

1980 ...........
1985 ...........
1990 ...........

0.1

1.8
1.0
.9

4.9
3.3
4.4

7.3
4.6
7.8

9.6
5.2
9.6

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

2/
2/
2/
2/
2/

1.3
1.2
1.2
1.0
.9

5.3
4.9
5.9
3.9
3.9

11.9
10.5
12.0
7.0
7.1

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2/
2/
2/
2/
2/

.9
.9
1.0
1.0
1.1

4.0
3.2
3.4
3.2
3.4

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2/
2/
2/
2/

1.1
1.1
1.1
1.1
1.2

2/
2/

.1

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

.1

1980 ...........
1985 ...........
1990 ...........

2/

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

2/
2/
2/
2/
2/

.7
.6
.7
.6
.6

2.3
2.4
2.6
2.1
2.2

4.1
4.2
5.2
3.9
3.8

5.7
6.1
8.1
6.1
6.4

7.3
7.6
10.2
8.6
8.9

8.7
9.3
11.5
10.4
11.3

9.9
10.6
12.5
12.3
13.5

12.2
12.7
14.0
14.4
15.6

16.2
16.6
17.1
17.7
18.7

2.4
2.3
2.5
2.6
2.7

68.1
69.7
73.8
74.2
81.0

137.6
142.1
158.2
153.0
164.8

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2/
2/
2/
2/
2/

.5
.6
.6
.6
.7

2.3
2.0
2.2
2.3
2.3

4.5
4.0
4.2
4.0
3.9

7.2
6.5
6.8
6.1
5.9

10.3
9.8
10.4
9.7
10.1

12.6
12.4
13.7
13.1
13.6

15.1
14.9
15.9
15.7
16.7

16.7
17.6
18.9
19.4
20.6

19.4
20.1
21.6
22.9
23.6

3.0
2.8
3.2
3.8
4.1

84.5
87.6
93.3
84.5
87.2

176.1
178.2
190.8
182.0
188.7

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2/
2/
2/
2/
2/

.7
.7
.7
.7
.8

2.5
2.7
2.9
3.1
3.2

4.0
4.2
4.5
5.0
5.3

6.1
6.4
6.7
7.0
7.2

10.2
10.4
10.5
10.8
10.7

14.2
14.8
15.3
16.1
16.3

17.6
18.6
19.4
20.7
21.1

22.0
23.1
23.8
25.3
26.0

24.7
26.3
27.9
30.2
31.6

7.2
8.9
11.1
13.1
14.6

92.7
98.2
105.4
114.9
147.0

201.7
214.4
228.1
246.9
283.9

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2/
2/
2/
2/

.8
.8
.8
.8
.8

3.3
3.1
3.1
3.1
3.1

5.8
5.8
6.0
6.0
5.9

7.4
7.1
7.3
7.5
7.7

11.2
10.8
11.0
11.0
10.8

16.8
15.6
15.5
15.1
14.8

22.4
21.3
21.6
21.7
21.6

28.0
26.9
27.7
28.2
28.6

34.6
33.3
34.1
34.9
35.8

14.7
16.2
17.9
18.5
18.8

147.3
151.8
175.0
194.1
198.2

292.3
292.6
320.2
340.9
346.2

1980 ...........
1985 ...........
1990 ...........

.1

2.4
1.5
1.3

6.6
4.7
5.9

10.1
6.6
10.3

13.2
7.6
12.9

17.3
9.0
14.5

Total
25.1
12.4
16.3

35.9
20.0
21.2

53.3
36.1
33.2

60.6
58.3
54.6

6.6
7.2
6.4

203.5
189.3
177.3

434.6
352.9
354.1

1.9
1.8
1.9
1.6
1.5

7.6
7.2
8.5
6.0
6.1

16.0
14.7
17.2
10.9
10.9

21.6
20.7
27.8
17.0
17.5

24.4
23.8
34.7
22.4
23.7

26.1
26.9
37.2
26.8
29.1

29.0
29.5
37.2
31.3
34.7

37.1
37.2
41.5
39.7
42.9

53.6
54.3
54.7
54.4
56.2

8.4
7.9
8.6
8.2
8.7

185.6
186.4
194.2
191.7
205.1

411.4
410.5
463.7
410.0
436.4

1.4
1.5
1.6
1.6
1.8

6.3
5.2
5.6
5.4
5.6

12.4
10.7
11.0
9.7
9.4

19.8
17.2
17.4
15.4
14.7

26.9
25.1
26.1
24.2
24.7

32.3
31.7
34.0
32.8
33.7

38.5
38.2
40.3
39.6
42.1

44.7
46.4
49.1
49.9
52.5

56.9
57.7
60.9
62.9
64.5

9.4
8.4
9.0
10.8
12.1

210.1
213.1
222.4
198.3
201.7

458.7
455.1
477.3
450.8
462.9

1.8
1.8
1.8
1.9
1.9

6.2
6.8
7.2
7.7
7.9

9.5
10.0
10.6
11.6
12.4

14.9
15.4
15.8
16.4
16.5

24.6
24.6
24.5
24.8
24.5

34.6
35.7
36.3
37.6
37.6

43.6
45.5
47.2
49.6
50.4

55.6
57.8
58.8
61.5
62.6

66.5
70.0
73.6
78.6
81.9

21.0
25.6
31.2
36.4
40.3

210.9
220.2
233.7
251.7
318.4

489.0
513.4
540.6
577.9
654.4

2.1
2.0
2.0
2.0
2.0

8.1
7.7
7.7
7.7
7.6

13.3
13.4
13.9
13.9
13.7

16.8
16.1
16.6
16.8
17.2

25.2
24.1
24.3
23.9
23.4

38.2
35.4
34.8
33.7
32.7

52.7
50.1
50.4
50.0
49.4

66.5
64.0
65.6
66.5
67.1

88.5
85.4
86.4
87.7
89.4

40.4
44.1
48.6
49.7
50.2

318.0
326.3
373.7
412.2
417.9

669.8
668.5
724.1
764.2
770.7

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........
2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........
2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........
2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........
1
2

2/
2/
2/
2/

2/
2/

2/

2/
2/
2/

.1

2/
2/
2/
2/

.1

2/
2/
2/
2/
2/
2/

.1
.1
.1
.1

2/
2/
2/

See Glossary for definition of “Normal retirement age—NRA.”
Fewer than 50.
Sources:
• Historical figures based on SSA administrative records.
• Future figures found by summing projected terminations due to death, recovery, and “other” reasons.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

38

DI Numbers
III.A15.—DI Disabled Worker Terminations Due to Death
(By calendar age terminated and gender, calendar years 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA1

Total

7.4
6.9
8.4

14.7
12.4
12.2

27.4
24.0
21.0

40.9
39.9
35.1

4.1
4.8
4.4

105.1
99.6
101.8

11.7
10.3
8.3
8.1
8.1

13.2
12.9
11.3
11.6
12.0

16.0
15.7
15.5
15.9
16.9

22.4
22.2
22.5
23.5
24.2

33.3
33.7
32.3
33.1
33.3

4.4
4.2
4.3
4.0
4.2

120.7
114.7
104.6
105.4
107.3

4.7
4.3
4.3
4.0
3.7

8.2
7.7
8.3
8.0
8.0

12.4
12.1
13.4
13.5
13.4

17.9
17.5
19.1
19.3
20.1

24.6
24.1
26.4
27.0
28.2

32.9
31.9
35.1
35.9
36.9

4.1
3.8
3.8
4.9
6.0

108.2
104.5
113.8
115.8
119.3

1.7
1.7
1.7
1.7
1.8

3.5
3.5
3.4
3.3
3.2

7.7
7.4
7.0
6.7
6.4

13.3
13.3
13.1
12.8
12.5

20.3
20.7
21.0
21.1
21.1

29.3
29.9
29.8
29.9
30.2

37.3
38.7
40.2
41.5
43.1

11.0
13.2
16.0
18.4
20.2

125.5
129.7
133.5
136.8
139.8

1.0
1.0
.9
.9
.9

1.8
1.9
1.9
1.8
1.8

3.1
3.0
2.9
2.9
3.0

6.2
6.1
5.9
5.7
5.5

12.1
11.6
11.1
10.5
10.1

21.1
20.9
20.6
20.3
19.8

30.6
31.0
31.4
31.6
31.7

44.7
45.3
45.3
45.6
46.1

20.1
21.7
23.7
24.1
24.1

141.1
142.7
144.0
143.8
143.2

.3
.2
.2

.6
.5
.6

.9
.9
1.2

1.1
1.5
1.9

Female
1.7
1.9
2.8

3.0
2.9
3.9

5.6
4.8
5.5

9.7
9.0
8.6

13.2
13.9
13.3

1.6
1.6
1.5

37.7
37.1
39.6

2/
2/
2/
2/
2/

.2
.2
.2
.2
.2

.8
.8
.7
.6
.6

1.8
1.7
1.4
1.3
1.3

3.0
2.9
2.7
2.7
2.6

4.3
4.3
4.3
4.4
4.5

6.0
6.3
6.2
6.5
6.9

7.9
8.4
8.9
9.4
10.1

10.9
11.3
12.0
12.7
13.4

14.5
14.9
15.2
15.9
16.6

1.7
1.7
1.7
1.7
1.9

51.2
52.5
53.3
55.4
58.2

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

.2
.2
.2
.3
.3

.6
.6
.6
.7
.7

1.3
1.2
1.3
1.3
1.2

2.6
2.5
2.7
2.6
2.4

4.8
4.7
5.2
5.1
5.2

7.2
7.3
8.2
8.2
8.4

10.8
10.7
11.8
11.8
12.3

14.1
14.4
15.9
16.5
17.3

17.3
17.1
19.0
20.4
21.1

1.9
1.8
2.0
2.7
3.1

60.8
60.5
66.8
69.4
72.0

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

.3
.3
.2
.2
.2

.7
.7
.7
.7
.7

1.2
1.2
1.3
1.3
1.3

2.4
2.4
2.4
2.4
2.3

5.2
5.1
4.9
4.8
4.7

8.5
8.6
8.6
8.6
8.6

12.7
13.1
13.4
13.7
13.8

18.2
18.8
19.1
19.5
20.0

21.7
22.9
24.1
25.2
26.4

5.9
7.2
8.9
10.4
11.6

76.7
80.4
83.8
86.9
89.8

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/

.3
.3
.2
.2
.2

.7
.7
.7
.7
.7

1.4
1.4
1.4
1.4
1.4

2.3
2.3
2.3
2.3
2.3

4.6
4.6
4.6
4.5
4.4

8.4
8.2
7.9
7.7
7.4

14.0
14.0
14.0
13.9
13.8

20.5
21.0
21.4
21.7
21.9

27.8
28.5
28.9
29.5
30.2

11.6
12.7
14.0
14.4
14.6

91.7
93.7
95.5
96.4
97.0

1980...........
1985...........
1990...........

.1

1.0
.7
.7

1.9
1.8
2.9

2.8
3.2
5.8

3.7
4.6
8.1

Total
5.7
6.3
9.9

10.4
9.8
12.3

20.3
17.2
17.7

37.1
33.0
29.7

54.1
53.8
48.5

5.7
6.3
5.9

142.8
136.7
141.4

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

.7
.6
.5
.5
.5

3.0
2.5
1.9
1.6
1.6

8.6
6.9
4.6
4.0
3.7

13.1
11.1
8.4
7.8
7.5

15.9
14.7
12.6
12.5
12.6

19.2
19.2
17.4
18.1
18.9

23.9
24.1
24.4
25.3
27.0

33.4
33.6
34.4
36.2
37.7

47.9
48.6
47.5
49.1
49.9

6.1
5.8
6.0
5.7
6.0

171.9
167.1
158.0
160.8
165.4

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

.5
.6
.6
.7
.7

1.5
1.4
1.5
1.5
1.6

3.4
3.2
3.4
3.1
3.0

7.3
6.8
7.0
6.6
6.0

13.1
12.4
13.5
13.1
13.2

19.6
19.4
21.6
21.7
21.8

28.7
28.2
30.8
31.1
32.5

38.7
38.5
42.3
43.5
45.6

50.2
49.1
54.1
56.2
58.0

6.0
5.6
5.8
7.6
9.0

169.0
165.0
180.6
185.2
191.3

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

.7
.6
.6
.6
.6

1.7
1.8
1.8
1.8
1.8

2.9
2.9
2.9
3.0
3.1

5.9
5.8
5.8
5.7
5.5

12.8
12.4
12.0
11.5
11.1

21.8
21.9
21.7
21.5
21.1

33.0
33.8
34.4
34.8
35.0

47.5
48.7
48.9
49.4
50.2

59.0
61.6
64.4
66.7
69.5

16.9
20.4
24.8
28.8
31.8

202.2
210.0
217.3
223.7
229.7

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/

.6
.6
.6
.6
.6

1.7
1.7
1.6
1.6
1.5

3.2
3.3
3.3
3.2
3.2

5.4
5.2
5.2
5.2
5.3

10.8
10.7
10.5
10.2
9.9

20.5
19.8
19.0
18.2
17.5

35.1
35.0
34.6
34.2
33.6

51.1
52.0
52.8
53.4
53.6

72.4
73.7
74.2
75.1
76.4

31.7
34.5
37.7
38.5
38.7

232.7
236.4
239.5
240.2
240.2

Year

1
2

15-19

20-24

25-29

30-34

35-39

1980...........
1985...........
1990...........

0.1

0.7
.5
.5

1.4
1.3
2.3

1.9
2.3
4.6

2.6
3.2
6.2

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

.4
.4
.3
.4
.3

2.3
1.8
1.3
1.1
1.0

6.9
5.2
3.2
2.6
2.4

10.1
8.3
5.7
5.1
4.9

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

.3
.3
.4
.4
.4

.9
.8
.9
.9
.9

2.2
2.0
2.1
1.8
1.7

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

.4
.4
.4
.4
.4

1.0
1.0
1.0
1.0
1.0

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/

.4
.4
.4
.4
.3

1980...........
1985...........
1990...........

2/

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/

2/

2/
2/

2/

2/
2/

2/

40-44
Male
4.0
4.4
7.1

See Glossary for definition of “Normal retirement age—NRA.”
Fewer than 50.

Sources:
• Historical figures based on SSA administrative records.
• Projected terminations computed by applying projected death termination rates to exposure of disabled worker in force population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

39

Benefit Payments
III.A16.—DI Disabled Worker Terminations Due to Recovery
(By calendar age terminated and gender, calendar years 1980-2014)
[In thousands]
Year

1
2

15-19

20-24

25-29

30-34

35-39

2/

1.0
.5
.4

3.5
1.9
2.0

5.3
2.2
3.0

6.9
1.9
3.1

40-44
Male
8.2
1.6
2.7

45-49

50-54

55-59

60-64

65-NRA1

Total

10.1
1.5
2.4

11.0
1.7
2.0

11.1
1.8
2.1

4.1
2.2
3.0

0.1
.1
.1

61.3
15.4
20.8

1980 ...........
1985 ...........
1990 ...........

2/

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

2/
2/
2/
2/
2/

.8
.7
.9
.6
.6

2.9
3.0
4.5
2.8
2.8

4.8
5.0
8.8
4.2
4.6

5.6
6.2
13.8
5.6
5.9

5.2
5.6
16.1
5.6
6.3

4.0
4.5
14.4
4.6
5.5

2.9
3.1
9.1
3.0
3.9

2.2
2.1
5.0
1.7
2.8

2.4
2.3
3.7
1.9
2.4

.1
.1
.4
.1
.2

30.9
32.6
76.6
30.2
34.9

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2/
2/
2/
2/
2/

.6
.5
.5
.5
.6

3.0
2.3
2.4
2.1
2.3

5.5
4.5
4.5
3.7
3.6

7.6
6.0
5.9
5.0
4.9

7.9
7.0
6.9
6.1
6.2

6.7
6.6
6.4
5.8
6.2

4.9
5.1
4.7
4.1
4.8

2.9
4.0
3.3
3.1
3.3

2.5
3.7
2.3
2.4
2.2

.2
.1
.1
.2
.2

41.8
39.9
36.9
33.1
34.2

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2/
2/
2/
2/
2/

.6
.7
.7
.7
.7

2.5
2.8
3.1
3.3
3.4

3.6
3.8
4.1
4.4
4.9

4.9
5.1
5.3
5.5
5.6

6.1
6.3
6.3
6.4
6.6

6.3
6.7
7.0
7.3
7.6

5.0
5.4
5.8
6.2
6.6

3.5
3.8
4.0
4.3
4.6

2.3
2.6
2.9
3.2
3.5

.3
.4
.6
.7
.8

35.3
37.6
39.8
42.0
44.3

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2/
2/
2/
2/

.7
.8
.8
.8
.8

3.4
3.4
3.5
3.4
3.4

5.1
5.5
5.8
5.8
5.7

5.5
5.7
6.0
6.1
6.3

6.5
6.7
6.9
6.8
6.6

7.4
7.5
7.6
7.4
7.2

6.7
7.0
7.3
7.3
7.2

4.8
5.1
5.5
5.6
5.7

3.6
3.9
4.1
4.2
4.3

.8
.9
1.1
1.1
1.1

44.6
46.5
48.4
48.4
48.4

1980 ...........
1985 ...........
1990 ...........

2/

.3
.2
.2

1.1
.9
.9

1.8
1.1
1.2

2.5
1.0
1.3

Female
3.1
.9
1.4

4.4
.9
1.3

4.2
.9
1.1

4.7
.9
1.1

1.6
1.1
1.2

2/

23.8
8.0
9.6

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

2/
2/
2/
2/
2/

.4
.4
.5
.4
.4

1.5
1.5
2.0
1.5
1.6

2.3
2.5
3.7
2.5
2.4

2.6
3.1
5.4
3.4
3.6

2.9
3.2
5.8
4.1
4.1

2.5
2.9
5.2
3.8
4.2

1.9
2.1
3.5
2.8
3.2

1.2
1.3
1.9
1.6
2.0

1.0
1.0
1.3
1.1
1.4

2/
2/

.1
.1
.1

16.3
18.0
29.4
21.4
22.9

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2/
2/
2/
2/
2/

.3
.3
.3
.3
.4

1.7
1.3
1.5
1.5
1.5

3.1
2.6
2.7
2.5
2.5

4.3
3.7
3.9
3.3
3.3

5.1
4.7
4.9
4.4
4.6

5.0
4.8
5.1
4.6
5.0

4.0
3.9
3.9
3.7
4.2

2.5
3.1
2.8
2.8
3.1

1.5
2.2
1.8
1.8
1.8

.1
.1
.1
.1
.1

27.7
26.8
27.1
25.0
26.3

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2/
2/
2/
2/
2/

.4
.4
.4
.4
.5

1.6
1.8
2.0
2.1
2.2

2.6
2.8
3.0
3.3
3.6

3.4
3.7
3.9
4.1
4.3

4.7
4.9
5.1
5.2
5.4

5.2
5.7
6.0
6.4
6.8

4.4
4.9
5.3
5.7
6.2

3.3
3.6
3.9
4.3
4.7

1.9
2.1
2.4
2.6
2.9

.3
.3
.4
.5
.6

27.7
30.1
32.4
34.7
37.1

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2/
2/
2/
2/

.5
.5
.5
.5
.5

2.2
2.2
2.3
2.3
2.3

3.8
4.1
4.3
4.3
4.3

4.3
4.5
4.7
4.9
5.0

5.5
5.8
6.1
6.1
6.0

6.7
6.9
7.1
7.0
6.9

6.3
6.7
7.1
7.1
7.2

4.9
5.3
5.7
5.8
6.0

3.1
3.3
3.6
3.7
3.9

.6
.8
.9
.9
.9

37.9
40.0
42.2
42.6
43.1

1980 ...........
1985 ...........
1990 ...........

2/

1.3
.8
.6

4.6
2.8
2.9

7.1
3.3
4.2

9.4
2.8
4.4

Total
11.4
2.6
4.1

14.5
2.4
3.6

15.2
2.5
3.1

15.8
2.8
3.1

5.7
3.3
4.1

.2
.2
.2

85.1
23.5
30.4

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

2/
2/
2/
2/
2/

1.2
1.1
1.3
1.0
.9

4.3
4.5
6.5
4.3
4.3

7.1
7.5
12.5
6.8
6.9

8.2
9.2
19.2
9.0
9.5

8.1
8.8
21.9
9.7
10.5

6.5
7.4
19.6
8.5
9.7

4.8
5.2
12.6
5.8
7.1

3.4
3.3
6.9
3.3
4.8

3.4
3.3
4.9
3.0
3.8

.1
.1
.5
.2
.3

47.3
50.6
106.0
51.5
57.8

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

2/
2/
2/
2/
2/

.9
.8
.9
.8
1.0

4.6
3.6
3.9
3.6
3.8

8.6
7.1
7.2
6.2
6.0

11.9
9.7
9.8
8.3
8.2

13.0
11.8
11.8
10.5
10.8

11.8
11.4
11.5
10.4
11.1

8.9
9.1
8.6
7.8
8.9

5.5
7.1
6.1
5.9
6.4

4.1
6.0
4.1
4.1
4.0

.3
.2
.2
.3
.3

69.5
66.8
64.1
58.0
60.5

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2/
2/
2/
2/
2/

1.0
1.0
1.1
1.1
1.2

4.1
4.6
5.0
5.3
5.6

6.1
6.6
7.1
7.7
8.5

8.3
8.8
9.2
9.6
9.9

10.8
11.1
11.4
11.7
12.0

11.6
12.4
13.1
13.7
14.3

9.4
10.3
11.1
12.0
12.8

6.8
7.4
8.0
8.6
9.3

4.2
4.6
5.2
5.8
6.4

.6
.8
1.0
1.2
1.4

62.9
67.7
72.2
76.7
81.4

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2/
2/
2/
2/

1.2
1.3
1.3
1.3
1.3

5.6
5.7
5.8
5.7
5.7

8.9
9.6
10.1
10.1
10.0

9.8
10.2
10.7
10.9
11.3

12.0
12.5
12.9
12.8
12.6

14.2
14.4
14.6
14.3
14.1

13.0
13.7
14.4
14.4
14.4

9.6
10.4
11.1
11.4
11.7

6.7
7.2
7.7
7.9
8.2

1.5
1.7
2.0
2.0
2.1

82.5
86.6
90.6
91.1
91.5

2/

2/

2/
2/

2/

2/
2/

2/

See Glossary for definition of “Normal retirement age—NRA.”
Fewer than 50.

Sources:
• Historical figures based on SSA administrative records.
• Projected terminations computed by applying projected recovery termination rates to exposure of disabled worker in force population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

40

2/
2/

DI Numbers
III.A17.—DI Disabled Worker Terminations Due to “Other” Reasons
(By calendar age terminated and gender, calendar years 1980-2014)
[In thousands]
Year

45-49

50-54

55-59

60-64

65-NRA1

Total

0.2
.2
.2

0.2
.2
.2

0.3
.3
.3

0.6
.9
1.5

0.6
.6
.2

2.4
2.5
3.4

.2
.2
.1
.1
.4

.2
.2
.1
.1
.4

.2
.2
.1
.1
.4

.2
.2
.1
.2
.3

1.7
1.7
1.7
1.6
1.8

1.5
1.3
1.4
1.5
1.6

4.6
4.3
3.9
3.9
5.4

.4
.4
.4
.3
.3

.5
.6
.5
.4
.4

.6
.6
.5
.5
.5

.6
.7
.6
.5
.5

.4
.6
.5
.4
.5

2.0
2.0
2.0
1.8
1.8

2.1
1.7
1.9
1.8
1.8

7.0
6.9
6.8
6.1
6.2

15-19

20-24

25-29

30-34

35-39

0.1
.1
.1

0.1
.1
.2

0.1
.1
.3

40-44
Male
0.2
.2
.3

.1
.1
.1
.1
.1

.2
.2
.1
.1
.2

.2
.2
.1
.1
.3

.1
.1
.1

.1
.1
.1
.2
.1

.2
.2
.2
.2
.2

1980...........
1985...........
1990...........

2/

0.1

2/

2/

2/

2/

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

.1

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

2/
2/

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

.1
.1
.1
.1
.1

.2
.2
.2
.3
.3

.2
.3
.3
.4
.4

.4
.4
.4
.6
.5

.6
.6
.6
.9
.8

.7
.8
.9
1.3
1.2

.7
.9
1.0
1.6
1.5

.8
1.0
1.1
2.0
1.8

2.2
2.5
2.6
3.8
3.7

2.4
3.0
3.6
4.2
4.7

8.3
9.7
10.8
15.3
15.0

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/
2/

.1
.1
.1
.1
.1

.4
.2
.2
.2
.2

.6
.3
.3
.3
.3

.8
.3
.3
.4
.4

1.2
.5
.5
.5
.5

1.9
.7
.7
.6
.6

2.5
.8
.8
.8
.8

3.1
1.0
1.0
1.0
1.0

5.5
2.9
3.0
3.0
3.1

4.8
5.3
5.8
6.0
6.2

21.1
12.1
12.7
12.9
13.1

1980...........
1985...........
1990...........

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

.1

.1

.1

.1
.1

2/

.1

.1
.1
.1

.1
.1
.1

.2
.3
.5

.2
.2
.2

.8
.9
1.5

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

2/
2/
2/
2/
2/

.1
.1

.1
.1

.1

.1

.1
.1
.1
.1
.2

.1
.1
.1
.1
.3

.1
.1
.1
.1
.2

.1
.1
.1
.1
.2

.1
.1
.1
.1
.1

.7
.7
.6
.7
.7

.7
.6
.7
.8
.8

2.0
2.0
1.7
2.0
2.7

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

2/
2/
2/
2/
2/

.1
.1
.1
.1
.1

.1
.2
.2
.1
.2

.3
.3
.3
.2
.2

.4
.4
.3
.3
.3

.4
.4
.3
.2
.3

.3
.2
.2
.2
.2

.1
.2
.2
.2
.2

.6
.7
.8
.7
.7

.9
1.0
1.1
1.0
.9

3.2
3.4
3.5
3.1
3.1

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

2/
2/
2/

.2
.2
.2
.3
.2

.2
.2
.2
.4
.4

.3
.4
.4
.6
.5

.4
.4
.5
.7
.7

.5
.6
.6
1.1
1.0

.5
.6
.7
1.3
1.1

.5
.7
.8
1.5
1.4

1.1
1.3
1.4
2.3
2.3

1.1
1.4
1.8
2.1
2.4

4.8
5.8
6.6
10.3
9.9

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/

.1

2/

2/

.3
.2
.2
.2
.2

.6
.3
.3
.3
.3

.8
.3
.3
.3
.4

1.1
.4
.4
.4
.4

1.6
.5
.5
.5
.5

2.1
.6
.6
.6
.6

2.6
.6
.7
.7
.7

3.8
1.5
1.6
1.6
1.7

2.4
2.7
3.0
3.2
3.3

15.4
7.1
7.5
7.8
8.0

1980...........
1985...........
1990...........

2/

.1
.1
.1

.1
.1
.2

.1
.1
.3

.2
.2
.4

Total
.2
.2
.4

.2
.2
.4

.3
.2
.4

.4
.4
.4

.8
1.2
2.0

.8
.7
.3

3.2
3.4
4.9

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

.1
.1

.2
.2
.1
.1
.2

.3
.3
.1
.2
.3

.3
.3
.2
.2
.4

.3
.3
.2
.2
.6

.3
.3
.2
.2
.6

.3
.3
.2
.2
.6

.3
.3
.2
.3
.4

2.4
2.3
2.4
2.3
2.5

2.1
1.9
2.1
2.3
2.4

6.6
6.3
5.6
6.0
8.1

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

.1
.1
.1
.1

.2
.2
.2
.3
.3

.3
.4
.4
.4
.4

.7
.7
.6
.5
.5

.9
.9
.8
.7
.7

.9
1.0
.9
.7
.8

.8
.9
.8
.7
.7

.6
.7
.7
.5
.6

2.6
2.7
2.8
2.5
2.6

3.1
2.7
3.0
2.9
2.7

10.2
10.3
10.3
9.2
9.3

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

.1
.1
.1
.2
.2

.3
.4
.4
.6
.5

.4
.5
.5
.8
.8

.7
.8
.8
1.2
1.1

1.0
1.1
1.1
1.7
1.5

1.2
1.4
1.5
2.4
2.1

1.2
1.5
1.7
2.9
2.6

1.3
1.7
1.9
3.5
3.1

3.3
3.7
4.0
6.1
6.0

3.6
4.4
5.4
6.3
7.1

13.1
15.5
17.4
25.7
24.9

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/

.2
.1
.1
.1
.1

.8
.4
.4
.4
.4

1.2
.5
.6
.6
.5

1.6
.7
.7
.7
.7

2.3
.9
.9
.9
.9

3.5
1.2
1.2
1.1
1.1

4.6
1.4
1.4
1.4
1.4

5.7
1.6
1.7
1.7
1.8

9.4
4.5
4.5
4.7
4.8

7.2
8.0
8.9
9.2
9.4

36.5
19.2
20.2
20.7
21.1

2/
2/
2/

.1

Female

1
2

2/
2/

2/

.1
.1
2/
2/
2/

2/
2/

.1
2/

2/
2/

2/
2/

See Glossary for definition of “Normal retirement age—NRA.”
Fewer than 50.

Sources:
• Historical figures based on SSA administrative records.
• Projected terminations computed by applying projected “other” termination rates to exposure of disabled worker in force population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

41

Benefit Payments
III.A18.—DI Disabled Worker Withheld Rates
(Withheld per thousand in force, by age and gender, as of December 31, 1980-2014)

1

45-49

50-54

55-59

60-64

65-NRA1

Total

9.25
22.04
31.67

40-44
Male
7.34
17.38
23.33

5.75
13.26
17.34

4.26
10.36
12.76

2.88
7.26
9.18

1.78
4.19
5.68



4.64
11.47
17.18

47.66
59.36
59.71
64.33
65.17

38.66
47.53
47.83
50.92
53.99

30.21
36.66
36.37
38.87
39.91

20.74
25.06
25.30
27.83
28.73

14.36
16.74
17.22
18.40
18.68

10.01
10.84
11.16
11.93
12.49

6.32
7.07
6.56
6.82
7.47





20.57
24.31
23.96
25.10
25.57

68.76
62.08
56.13
50.51
51.00

62.58
60.94
57.27
51.67
50.15

51.77
51.64
50.12
46.42
45.32

39.69
40.51
39.66
38.02
37.35

28.91
29.39
29.43
28.16
28.14

18.51
19.25
19.42
18.70
19.17

12.23
12.47
12.44
12.21
12.58

7.23
7.38
7.54
7.49
7.60




4.32
6.60

24.54
24.31
23.50
22.00
21.62

46.08
46.07
45.99
45.89
45.71

51.02
51.03
51.05
51.07
51.07

52.39
52.53
52.54
52.66
52.78

47.56
47.66
47.63
47.69
47.80

39.48
39.54
39.50
39.61
39.81

30.26
30.34
30.32
30.39
30.48

19.17
19.16
19.15
19.12
19.12

12.51
12.48
12.50
12.51
12.53

7.54
7.55
7.61
7.63
7.60

5.53
5.53
5.53
5.53
5.53

21.95
21.56
21.15
20.80
20.61

36.04
29.56
28.35
28.31
28.30

45.65
45.74
45.86
45.97
46.01

51.07
51.07
51.06
51.05
51.04

52.89
52.88
52.86
52.84
52.82

47.95
47.99
48.03
48.04
48.07

40.00
40.00
39.92
39.84
39.84

30.56
30.51
30.47
30.47
30.56

19.10
19.08
19.05
19.02
19.02

12.53
12.52
12.51
12.49
12.49

7.53
7.50
7.51
7.52
7.54

5.53
5.53
5.53
5.53
5.53

20.35
20.03
19.80
19.62
19.45

1980 ...........
1985 ...........
1990 ...........

25.29
10.20
14.49

18.77
32.04
34.89

14.33
25.32
42.49

7.74
18.03
27.03

5.50
13.63
22.13

Female
5.20
10.37
19.11

3.88
9.94
14.87

3.22
7.60
10.44

2.17
5.12
7.53

1.29
2.69
4.35



3.14
7.39
12.73

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

7.84
22.50
23.50
13.30
18.63

27.49
33.87
36.58
34.76
32.45

32.21
35.92
38.21
41.59
42.74

26.22
29.32
30.68
33.65
33.58

20.66
22.83
23.91
25.91
26.45

17.17
18.84
19.54
20.84
21.08

14.40
14.49
15.66
16.69
16.74

10.37
10.81
11.14
11.77
11.94

7.49
7.23
7.35
7.88
8.30

4.23
4.45
4.58
4.57
4.86





12.46
13.17
13.56
14.27
14.36

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

8.65
8.32
14.91
17.29
11.71

31.44
26.83
24.89
22.34
22.75

37.20
34.86
30.60
26.11
26.07

29.40
29.28
27.76
23.90
21.96

24.54
24.62
23.13
21.00
20.11

20.04
20.24
19.38
17.70
17.34

15.76
15.89
15.52
13.98
13.74

11.05
11.24
11.34
10.31
10.22

7.59
7.56
7.64
7.23
7.28

4.44
4.43
4.31
4.28
4.48




3.14
3.46

13.09
12.97
12.45
11.22
10.92

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

10.40
10.64
10.59
10.38
10.00

22.75
22.77
22.73
22.69
22.64

26.06
26.07
26.05
26.05
26.05

24.14
24.26
24.27
24.37
24.49

22.28
22.39
22.38
22.46
22.55

19.46
19.53
19.52
19.64
19.78

15.86
15.95
15.94
16.03
16.13

10.21
10.20
10.20
10.19
10.19

7.24
7.22
7.24
7.24
7.25

4.44
4.45
4.48
4.49
4.47

3.29
3.29
3.29
3.29
3.29

11.48
11.32
11.14
10.99
10.92

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

10.38
11.16
11.30
11.28
11.27

22.61
22.64
22.68
22.73
22.77

26.05
26.05
26.05
26.05
26.05

24.58
24.57
24.55
24.53
24.54

22.67
22.68
22.70
22.70
22.71

19.91
19.91
19.88
19.84
19.84

16.22
16.19
16.17
16.18
16.23

10.19
10.18
10.17
10.15
10.15

7.24
7.24
7.23
7.22
7.22

4.43
4.42
4.43
4.43
4.44

3.29
3.29
3.29
3.29
3.29

10.82
10.66
10.54
10.45
10.37

1980 ...........
1985 ...........
1990 ...........

20.74
27.40
14.00

20.38
36.64
41.93

16.91
32.55
52.29

10.53
25.23
36.61

8.15
19.47
28.50

Total
6.70
15.18
21.91

5.18
12.20
16.47

3.92
9.46
11.93

2.64
6.54
8.59

1.62
3.68
5.22



4.15
10.13
15.64

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

13.63
20.44
21.45
25.81
18.28

43.25
50.88
50.58
49.51
47.50

46.78
55.52
59.78
61.30
62.50

39.82
48.04
48.33
52.01
52.19

32.02
38.16
38.42
40.82
42.60

25.24
29.68
29.57
31.45
32.01

18.27
20.85
21.33
23.14
23.58

12.75
14.28
14.64
15.55
15.75

9.01
9.37
9.57
10.21
10.67

5.53
6.06
5.78
5.91
6.40





17.45
19.91
19.73
20.61
20.82

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

17.50
14.80
21.03
21.45
16.16

45.33
39.56
35.75
36.21
36.50

55.48
50.39
44.95
39.78
39.99

48.60
47.19
44.14
39.03
37.07

40.24
39.95
38.19
34.99
33.81

31.32
31.74
30.72
28.91
28.24

23.17
23.41
23.20
21.75
21.56

15.23
15.68
15.78
14.88
15.04

10.18
10.28
10.28
9.96
10.17

6.06
6.12
6.14
6.08
6.21




3.81
5.24

19.61
19.35
18.60
17.16
16.77

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

28.02
24.81
23.86
24.78
26.42

36.46
36.39
36.23
36.04
35.80

39.98
40.00
40.01
39.99
39.94

39.11
39.12
39.05
39.14
39.24

35.84
35.75
35.58
35.50
35.46

30.23
30.19
30.05
30.07
30.16

23.62
23.64
23.56
23.57
23.60

15.00
14.96
14.94
14.90
14.87

10.10
10.06
10.05
10.04
10.03

6.15
6.15
6.19
6.19
6.15

4.53
4.52
4.51
4.50
4.49

17.16
16.84
16.49
16.21
16.04

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

24.89
21.86
21.38
21.39
21.38

35.72
35.81
35.94
36.05
36.11

39.90
39.86
39.78
39.71
39.66

39.33
39.31
39.29
39.24
39.20

35.49
35.45
35.42
35.40
35.39

30.23
30.12
29.96
29.82
29.74

23.63
23.54
23.45
23.42
23.44

14.83
14.79
14.74
14.69
14.67

10.01
9.99
9.98
9.96
9.95

6.10
6.06
6.06
6.06
6.06

4.49
4.48
4.48
4.47
4.47

15.83
15.56
15.36
15.20
15.04

Year

15-19

20-24

25-29

30-34

35-39

1980 ...........
1985 ...........
1990 ...........

18.87
33.71
13.76

20.96
38.46
45.22

17.98
35.49
56.88

11.67
28.43
41.14

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

17.26
19.16
20.16
32.95
18.07

52.45
61.09
59.23
58.85
57.30

55.16
67.35
73.54
74.46
76.29

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

23.13
19.04
24.75
24.12
19.17

54.65
48.10
43.03
45.63
46.00

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

40.97
35.12
33.53
35.49
39.19

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical percentages computed by dividing disabled workers withheld at end of year by disabled workers in force at end of year.
• Future percentages projected based on historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

42

DI Numbers
III.A19.—DI Disabled Workers With Benefits Withheld
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

1
2

15-19

20-24

25-29

30-34

35-39

2/

0.5
.8
.9

1.1
2.3
4.1

1.0
2.8
5.5

0.9
2.8
5.5

40-44
Male
0.9
2.3
4.8

45-49

50-54

55-59

60-64

65-NRA1

Total

1.0
2.1
3.7

1.2
2.4
3.3

1.3
2.8
3.5

1.1
2.5
3.1



9.0
20.7
34.3

1980...........
1985...........
1990...........

2/

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

1.3
1.3
1.2
1.1
1.2

4.6
5.5
5.5
5.2
5.0

7.9
9.5
8.9
9.1
8.7

9.7
12.1
11.7
12.4
12.9

9.2
11.7
11.6
12.8
13.4

7.3
9.3
9.4
10.7
11.4

5.4
6.7
7.3
8.3
8.9

4.7
5.3
5.7
6.4
7.0

3.7
4.3
4.0
4.3
4.8





53.8
65.7
65.3
70.3
73.3

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

1.2
1.3
1.4
1.6
1.6

4.2
3.9
3.8
3.7
4.1

7.9
7.6
7.0
6.3
6.1

11.9
11.5
10.9
9.8
9.3

13.5
13.9
13.7
13.2
13.0

11.8
12.5
13.0
13.0
13.4

9.3
10.1
10.5
10.5
11.2

7.1
7.6
8.2
8.5
9.4

4.7
5.0
5.4
5.7
6.1




0.1
.3

71.7
73.4
73.8
72.4
74.5

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/

1.6
1.5
1.5
1.4
1.5

4.4
4.6
4.8
4.8
4.8

6.4
6.4
6.5
6.8
7.2

9.8
9.7
9.6
9.5
9.4

13.6
13.2
12.8
12.4
12.1

14.7
14.9
14.8
14.8
14.8

11.6
12.0
12.3
12.6
12.8

9.9
10.2
10.4
10.6
10.9

6.3
6.6
7.1
7.5
7.8

.4
.6
.8
1.0
1.0

78.7
79.8
80.5
81.3
82.3

1.5
1.5
1.5
1.5
1.5

4.8
4.7
4.5
4.5
4.5

7.5
7.7
7.8
7.8
7.7

9.2
9.0
9.1
9.3
9.5

12.1
12.0
11.8
11.6
11.4

14.5
14.1
13.7
13.3
13.0

13.0
13.1
13.1
13.1
13.0

11.2
11.6
11.9
12.2
12.4

8.2
8.4
8.6
8.8
9.1

1.0
1.1
1.2
1.2
1.3

82.9
83.2
83.3
83.4
83.5

.1
.3
.3

.3
.7
1.4

.3
.8
1.7

.2
.8
1.9

Female
.3
.6
2.0

.3
.7
1.7

.4
.9
1.5

.5
1.0
1.6

.4
.8
1.3



2.9
6.5
13.5

2/

0.1

2010...........
2011...........
2012...........
2013...........
2014...........

.1

1980...........
1985...........
1990...........

2/

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

.4
.4
.4
.4
.4

1.6
1.8
1.8
1.9
2.0

2.5
2.8
2.9
3.2
3.1

3.0
3.6
3.8
4.3
4.5

3.2
3.9
4.2
4.8
5.1

3.2
3.6
4.1
4.7
5.0

2.6
3.1
3.5
4.0
4.4

2.3
2.4
2.7
3.1
3.6

1.5
1.7
1.8
1.9
2.2





20.4
23.2
25.3
28.4
30.2

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

.5
.5
.5
.5
.5

1.7
1.7
1.6
1.5
1.6

2.7
2.8
2.7
2.4
2.3

4.1
4.2
4.0
3.6
3.5

5.0
5.3
5.3
5.0
5.1

5.0
5.4
5.6
5.3
5.5

4.4
4.7
5.0
4.8
5.1

3.5
3.7
4.1
4.2
4.5

2.1
2.2
2.4
2.6
2.9




.1
.1

29.0
30.5
31.2
30.0
31.2

2005...........
2006...........
2007...........
2008...........
2009...........

2/
2/
2/
2/
2/

.5
.5
.5
.5
.6

1.8
1.9
1.9
2.0
2.0

2.6
2.7
2.8
2.9
3.1

4.0
4.1
4.1
4.2
4.2

5.7
5.7
5.7
5.6
5.6

6.6
6.8
6.9
7.1
7.2

5.4
5.6
5.8
6.0
6.2

4.8
5.1
5.2
5.4
5.7

3.0
3.2
3.5
3.7
3.9

.2
.3
.4
.5
.5

34.6
35.9
36.8
37.9
38.9

2010...........
2011...........
2012...........
2013...........
2014...........

2/
2/
2/
2/

.6
.6
.6
.6
.6

2.0
1.9
1.9
1.9
1.9

3.2
3.3
3.3
3.4
3.3

4.2
4.2
4.3
4.4
4.5

5.7
5.8
5.8
5.8
5.8

7.2
7.1
7.0
6.9
6.8

6.4
6.5
6.6
6.7
6.7

5.9
6.1
6.4
6.5
6.7

4.2
4.3
4.5
4.7
4.9

.5
.6
.6
.7
.7

39.8
40.4
40.9
41.4
41.9

1980...........
1985...........
1990...........

2/

.6
1.0
1.2

1.4
2.9
5.5

1.3
3.6
7.1

1.1
3.5
7.4

Total
1.1
2.9
6.9

1.3
2.8
5.5

1.6
3.3
4.7

1.9
3.8
5.0

1.6
3.3
4.4



11.9
27.2
47.8

1995...........
1996...........
1997...........
1998...........
1999...........

2/
2/
2/
2/
2/

1.7
1.7
1.6
1.6
1.6

6.2
7.2
7.3
7.2
7.0

10.4
12.4
11.8
12.3
11.8

12.7
15.7
15.5
16.6
17.4

12.4
15.6
15.9
17.7
18.6

10.5
12.9
13.5
15.4
16.5

8.0
9.8
10.8
12.2
13.3

7.0
7.7
8.4
9.5
10.5

5.3
6.0
5.8
6.2
6.9





74.2
88.9
90.6
98.7
103.6

2000...........
2001...........
2002...........
2003...........
2004...........

2/
2/
2/
2/
2/

1.7
1.8
1.9
2.1
2.1

5.9
5.6
5.4
5.2
5.7

10.7
10.4
9.7
8.8
8.5

16.1
15.7
14.8
13.5
12.8

18.5
19.2
18.9
18.2
18.1

16.9
17.9
18.6
18.3
18.9

13.7
14.9
15.5
15.4
16.3

10.5
11.4
12.3
12.7
13.9

6.8
7.2
7.8
8.3
9.0




.1
.4

100.7
103.9
105.0
102.5
105.7

2005...........
2006...........
2007...........
2008...........
2009...........

.1
.1
.1
.1
.1

2.1
2.1
2.0
2.0
2.1

6.2
6.5
6.7
6.8
6.8

9.0
9.1
9.3
9.7
10.2

13.7
13.8
13.7
13.6
13.6

19.3
18.9
18.4
18.0
17.8

21.3
21.7
21.8
21.9
22.0

17.0
17.6
18.2
18.6
19.0

14.8
15.3
15.6
16.0
16.5

9.3
9.9
10.6
11.2
11.8

.6
.8
1.2
1.5
1.5

113.3
115.6
117.3
119.2
121.2

2010...........
2011...........
2012...........
2013...........
2014...........

.1

2.1
2.1
2.1
2.1
2.1

6.8
6.6
6.4
6.4
6.4

10.7
11.0
11.1
11.2
11.1

13.4
13.2
13.3
13.6
14.0

17.8
17.7
17.6
17.4
17.1

21.7
21.2
20.6
20.2
19.8

19.3
19.6
19.7
19.7
19.7

17.1
17.7
18.3
18.7
19.2

12.3
12.7
13.0
13.5
14.0

1.5
1.7
1.9
1.9
2.0

122.7
123.5
124.2
124.8
125.4

2/
2/
2/
2/

2/
2/

2/

2/
2/

2/
2/
2/
2/

See Glossary for definition of “Normal retirement age—NRA.”
Fewer than 50.

Sources:
• Historical figures computed by subtracting disabled workers in current-payment status from disabled workers in force at end of year.
• Projected figures computed by applying projected withheld rates to disabled workers in force at end of year.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

43

Benefit Payments
III.A20.—DI Disabled Workers With Benefits In Current-Payment Status
(By age and gender, as of December 31, 1980-2014)
[In thousands]
45-49

50-54

55-59

60-64

65-NRA1

Total

96.0
123.4
168.5

40-44
Male
115.3
131.0
202.6

171.4
153.6
210.5

276.4
229.5
251.7

462.6
382.3
373.0

635.9
584.9
542.4



1,925.9
1,781.7
1,963.6

157.8
150.9
139.5
132.4
124.6

241.1
242.6
233.3
230.7
226.7

295.7
307.3
308.5
317.5
323.6

344.9
363.2
362.6
374.1
386.5

370.6
396.3
417.2
440.6
467.6

461.0
482.0
503.6
529.6
551.6

589.1
599.7
607.3
622.7
633.1





2,563.3
2,638.5
2,660.3
2,731.3
2,794.2

57.5
59.1
63.2
69.4
75.6

118.9
116.7
115.5
116.0
116.3

218.3
211.5
205.7
201.8
196.7

325.9
329.1
331.2
334.7
335.8

398.0
412.4
430.1
448.0
462.5

494.6
515.7
529.7
551.7
573.4

569.8
603.6
647.7
688.4
737.3

647.2
673.2
712.3
756.3
796.4




21.7
46.3

2,851.9
2,947.7
3,067.1
3,221.4
3,373.7

32.5
31.5
30.3
30.1
31.3

81.8
85.9
88.5
89.6
90.1

115.5
115.5
117.8
122.3
128.6

195.6
194.0
191.8
189.0
186.3

330.3
320.8
310.2
300.4
293.0

471.5
475.6
474.6
472.2
469.4

594.2
613.0
630.7
645.0
657.5

782.9
808.1
818.2
835.3
858.6

828.2
873.7
924.2
968.9
1,023.2

71.3
101.4
138.9
174.7
173.8

3,504.8
3,620.5
3,726.4
3,828.9
3,913.1

1.6
1.2
1.1
1.1
1.1

31.9
31.8
31.7
31.7
31.5

88.9
86.4
84.4
83.4
83.5

133.9
137.6
139.9
140.3
138.9

182.0
179.3
180.2
183.7
188.7

289.6
287.1
284.2
279.8
273.7

460.3
447.9
434.8
422.7
412.9

666.4
672.6
674.5
674.7
671.7

884.1
912.5
940.5
964.3
983.6

1,076.1
1,109.6
1,130.1
1,159.4
1,195.7

177.6
202.2
221.9
223.4
229.5

3,992.4
4,068.3
4,123.2
4,164.6
4,210.8

1980 ...........
1985 ...........
1990 ...........

.4
.2
.4

7.7
7.7
9.0

23.8
25.2
32.2

35.9
43.0
61.0

40.3
54.6
85.0

Female
49.2
60.2
103.2

76.4
72.0
115.3

133.9
112.1
141.2

236.8
194.9
206.3

325.9
301.4
289.4



930.4
871.4
1,043.1

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

.5
.5
.5
.4
.5

13.8
12.4
11.6
11.7
12.6

46.7
47.2
45.9
44.9
43.9

93.0
94.1
92.6
91.7
89.9

143.6
152.1
155.1
160.3
164.3

184.8
201.6
213.0
226.1
238.2

221.1
242.7
256.7
275.0
294.7

252.5
281.3
308.2
334.3
362.6

303.7
331.8
361.6
394.8
426.3

356.2
376.0
395.1
420.5
443.1





1,615.9
1,739.8
1,840.4
1,959.7
2,076.0

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

.6
.7
.7
.7
.6

14.3
17.3
20.9
22.6
22.9

43.2
45.7
50.6
55.9
61.4

89.7
92.5
95.5
99.8
103.8

164.9
165.8
167.6
169.5
169.6

246.8
256.6
266.6
277.7
286.7

312.5
332.5
353.5
375.3
394.6

391.5
416.8
438.8
465.2
494.8

451.6
489.9
531.7
570.5
616.5

468.8
502.2
546.3
593.6
638.3




16.5
35.4

2,183.7
2,320.1
2,472.3
2,647.2
2,824.5

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

.9
.9
.9
1.0
1.3

23.4
22.9
22.4
22.7
24.1

66.5
69.9
71.8
73.1
74.1

105.5
107.2
110.8
115.3
121.5

173.5
177.4
179.8
181.5
182.7

289.4
287.3
284.3
280.5
278.1

409.5
420.3
427.3
433.8
438.8

521.8
545.7
566.4
584.8
602.9

662.7
694.4
716.5
742.9
775.1

674.9
723.3
775.1
822.2
877.3

56.9
82.5
115.7
148.5
148.7

2,985.0
3,131.8
3,271.0
3,406.4
3,524.6

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

1.2
.9
.8
.7
.7

24.8
24.5
24.3
24.2
23.9

73.5
72.1
71.2
71.2
71.7

126.9
130.5
132.7
133.5
132.9

181.4
180.8
183.3
187.7
193.7

280.3
284.0
286.3
286.8
284.9

437.1
431.0
424.4
417.9
413.3

618.6
631.8
640.9
649.2
653.6

807.4
840.6
871.7
899.9
925.9

933.2
975.3
1,008.5
1,048.2
1,094.1

153.1
176.6
195.9
199.9
206.5

3,637.5
3,748.0
3,839.9
3,919.2
4,001.1

1980 ...........
1985 ...........
1990 ...........

1.5
.7
1.3

29.2
27.2
28.1

81.2
86.6
100.0

124.3
138.7
188.1

136.3
178.0
253.5

Total
164.5
191.3
305.8

247.9
225.6
325.8

410.3
341.6
392.9

699.4
577.1
579.4

961.8
886.3
831.8



2,856.4
2,653.1
3,006.7

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

1.3
1.2
1.2
1.2
1.3

36.8
32.4
29.9
29.9
31.6

126.0
122.8
115.1
109.7
104.7

250.8
245.1
232.2
224.1
214.4

384.7
394.7
388.4
391.0
391.0

480.4
508.9
521.5
543.6
561.8

566.0
605.9
619.3
649.1
681.2

623.2
677.6
725.4
774.9
830.2

764.6
813.9
865.3
924.4
977.9

945.3
975.7
1,002.4
1,043.2
1,076.2





4,179.3
4,378.3
4,500.7
4,690.9
4,870.2

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

1.5
1.8
1.9
1.7
1.5

35.1
42.6
51.5
55.0
55.2

100.7
104.9
113.8
125.3
137.0

208.5
209.2
211.0
215.8
220.0

383.2
377.4
373.3
371.2
366.3

572.7
585.7
597.8
612.4
622.5

710.5
744.9
783.6
823.3
857.1

886.1
932.6
968.4
1,016.8
1,068.3

1,021.4
1,093.5
1,179.4
1,258.9
1,353.8

1,116.0
1,175.3
1,258.7
1,349.9
1,434.7




38.2
81.8

5,035.6
5,267.8
5,539.4
5,868.6
6,198.2

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

2.0
2.0
2.1
2.3
2.9

55.9
54.4
52.7
52.8
55.4

148.3
155.8
160.3
162.7
164.2

221.0
222.7
228.7
237.6
250.1

369.1
371.4
371.6
370.5
369.0

619.6
608.1
594.5
580.9
571.1

881.0
895.9
901.9
906.0
908.2

1,116.0
1,158.6
1,197.1
1,229.9
1,260.3

1,445.6
1,502.5
1,534.7
1,578.2
1,633.6

1,503.1
1,597.0
1,699.2
1,791.1
1,900.4

128.2
183.9
254.6
323.1
322.5

6,489.8
6,752.2
6,997.4
7,235.2
7,437.7

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

2.8
2.2
1.9
1.8
1.8

56.7
56.3
56.0
55.9
55.5

162.4
158.5
155.6
154.6
155.1

260.8
268.1
272.6
273.8
271.8

363.4
360.2
363.5
371.4
382.4

569.9
571.1
570.5
566.6
558.5

897.4
878.9
859.2
840.7
826.2

1,285.1
1,304.4
1,315.4
1,323.9
1,325.3

1,691.5
1,753.1
1,812.1
1,864.2
1,909.5

2,009.2
2,084.9
2,138.6
2,207.6
2,289.8

330.7
378.8
417.8
423.3
436.0

7,629.9
7,816.4
7,963.1
8,083.8
8,211.9

Year

1

15-19

20-24

25-29

30-34

35-39

1980 ...........
1985 ...........
1990 ...........

1.0
.5
.9

21.4
19.4
19.1

57.4
61.4
67.8

88.4
95.7
127.1

1995 ...........
1996 ...........
1997 ...........
1998 ...........
1999 ...........

.8
.8
.7
.8
.8

23.0
20.0
18.3
18.1
18.9

79.3
75.6
69.2
64.8
60.7

2000 ...........
2001 ...........
2002 ...........
2003 ...........
2004 ...........

.9
1.1
1.2
1.1
.9

20.8
25.3
30.6
32.4
32.3

2005 ...........
2006 ...........
2007 ...........
2008 ...........
2009 ...........

1.2
1.2
1.2
1.3
1.6

2010 ...........
2011 ...........
2012 ...........
2013 ...........
2014 ...........

See Glossary for definition of “Normal retirement age—NRA.”

Sources:
• Historical figures based on SSA administrative records.
• Projected figures computed by subtracting disabled workers withheld from disabled workers in force at end of year.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

44

DI Numbers
III.A21.—DI Awards to Young and Aged Spouses of Disabled Workers
(Calendar years 1980-2014)
[Numbers in thousands]

Year

Awards to
disabled workers

Awards to young spouses
Ratio to minor children
awards (per 100)

Awards to aged spouses
Ratio to disabled worker
Number
awards (per 100)
Male workers
74.9
11.20
48.5
11.53
41.8
8.29

Number

Awards to
total spouses

32.6
32.4
25.2

107.5
80.9
67.0

1980 ...............................
1985 ...............................
1990 ...............................

291.2
281.1
303.6

32.15
25.74
19.35

1995 ...............................
1996 ...............................
1997 ...............................
1998 ...............................
1999 ...............................

378.5
355.5
326.8
333.0
337.5

12.05
10.63
9.20
8.25
7.71

37.9
33.0
25.5
23.0
21.8

6.03
6.12
7.13
6.81
6.68

22.8
21.7
23.3
22.7
22.5

60.7
54.7
48.8
45.7
44.4

2000 ...............................
2001 ...............................
2002 ...............................
2003 ...............................
2004 ...............................

338.8
374.4
406.3
421.6
428.7

7.25
6.70
6.46
6.25
5.85

19.7
18.9
20.5
20.4
18.8

6.59
5.84
5.60
5.74
6.06

22.3
21.9
22.8
24.2
26.0

42.0
40.8
43.2
44.6
44.8

2005 ...............................
2006 ...............................
2007 ...............................
2008 ...............................
2009 ...............................

422.6
415.7
419.2
434.3
455.8

6.20
6.25
6.25
6.25
6.25

19.5
19.0
19.2
19.4
20.4

6.50
7.00
7.50
8.00
8.50

27.5
29.1
31.4
34.7
38.7

47.0
48.1
50.6
54.2
59.1

2010 ...............................
2011 ...............................
2012 ...............................
2013 ...............................
2014 ...............................

457.3
452.0
458.8
464.8
470.9

6.25
6.25
6.25
6.25
6.25

20.0
19.8
20.2
20.2
20.5

8.50
8.50
8.50
8.50
8.50

38.9
38.4
39.0
39.5
40.0

58.8
58.2
59.1
59.7
60.5

1980 ...............................
1985 ...............................
1990 ...............................

129.1
135.0
168.5

1/

2/

.90
.68

1.7
1.5

.75
.66
.42

1.0
.9
.7

1.0
2.6
2.2

1995 ...............................
1996 ...............................
1997 ...............................
1998 ...............................
1999 ...............................

267.1
268.8
260.9
275.4
283.0

.48
.43
.35
.33
.29

1.5
1.3
1.0
.9
.8

.29
.28
.28
.27
.29

.8
.8
.7
.8
.8

2.3
2.1
1.7
1.7
1.7

2000 ...............................
2001 ...............................
2002 ...............................
2003 ...............................
2004 ...............................

282.5
316.1
343.7
355.9
367.1

.30
.31
.37
.42
.42

.8
.9
1.2
1.4
1.3

.33
.31
.35
.35
.40

.9
1.0
1.2
1.2
1.5

1.7
1.9
2.4
2.6
2.8

2005 ...............................
2006 ...............................
2007 ...............................
2008 ...............................
2009 ...............................

365.7
362.4
368.3
383.3
403.1

.45
.45
.45
.45
.45

1.4
1.4
1.4
1.4
1.5

.40
.45
.50
.55
.60

1.5
1.6
1.8
2.1
2.4

2.9
3.0
3.2
3.5
3.9

2010 ...............................
2011 ...............................
2012 ...............................
2013 ...............................
2014 ...............................

406.1
403.7
412.6
420.7
428.6

.45
.45
.45
.45
.45

1.4
1.4
1.5
1.5
1.5

.60
.60
.60
.60
.60

2.4
2.4
2.5
2.5
2.6

3.9
3.8
3.9
4.0
4.0

1980 ...............................
1985 ...............................
1990 ...............................

420.3
416.1
472.1

32.15
26.64
20.03

Total
74.9
50.2
43.3

7.99
8.00
5.48

33.6
33.3
25.9

108.5
83.5
69.2

1995 ...............................
1996 ...............................
1997 ...............................
1998 ...............................
1999 ...............................

645.6
624.3
587.7
608.4
620.6

12.53
11.06
9.55
8.58
8.01

39.4
34.3
26.5
23.9
22.7

3.65
3.61
4.09
3.85
3.76

23.6
22.5
24.0
23.4
23.4

63.0
56.8
50.5
47.4
46.0

2000 ...............................
2001 ...............................
2002 ...............................
2003 ...............................
2004 ...............................

621.3
690.5
750.0
777.5
795.8

7.55
7.01
6.83
6.67
6.27

20.5
19.8
21.6
21.8
20.1

3.74
3.31
3.20
3.27
3.45

23.3
22.9
24.0
25.4
27.5

43.7
42.7
45.6
47.2
47.6

2005 ...............................
2006 ...............................
2007 ...............................
2008 ...............................
2009 ...............................

788.2
778.1
787.5
817.6
858.9

6.65
6.70
6.70
6.70
6.70

21.0
20.3
20.6
20.8
21.9

3.67
3.95
4.23
4.51
4.79

28.9
30.7
33.3
36.9
41.2

49.9
51.1
53.9
57.7
63.0

2010 ...............................
2011 ...............................
2012 ...............................
2013 ...............................
2014 ...............................

863.5
855.8
871.4
885.4
899.5

6.70
6.70
6.70
6.70
6.70

21.4
21.2
21.6
21.7
22.0

4.78
4.77
4.76
4.75
4.74

41.3
40.8
41.5
42.0
42.6

62.7
62.1
63.1
63.7
64.6

Female workers

1
2

This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983.
Fewer than 50.
Sources:
• Historical award ratios computed by dividing number of awards to young or aged spouses by number of awards to minor children or disabled workers, respectively.
• Future award ratios projected based on historical trend and judgment.
• Historical awards based on SSA administrative records.
• Future awards to young or aged spouses computed by applying award ratios to applicable number of awards.
• Awards to total spouses are sum of young and aged spouses.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

45

Benefit Payments
III.A22.—DI Awards to Minor, Disabled, and Student Children of Disabled Workers
(Calendar years 1980-2014)
[Numbers in thousands]
Minor children
Awards to
disabled
workers

Ratio to disabled
worker awards
(per 100)

1980 .....................
1981 .....................
1982 .....................
1983 .....................
1984 .....................

420.3
381.0
336.1
428.5
410.0

1985 .....................
1986 .....................
1987 .....................
1988 .....................
1989 .....................

Disabled children

Number

Ratio to disabled
worker awards
(per 100)

55.45
53.08
45.17
35.78
42.18

233.1
202.2
151.8
153.3
172.9

416.1
424.9
420.3
415.3
430.7

45.30
46.25
45.59
47.10
45.69

1990 .....................
1991 .....................
1992 .....................
1993 .....................
1994 .....................

472.1
540.8
642.1
637.4
631.9

1995 .....................
1996 .....................
1997 .....................
1998 .....................
1999 .....................

Student children

Number

Ratio to disabled
worker awards
(per 100)

Number

Total children

1.48
1.45
1.26
1.21
1.37

6.2
5.5
4.2
5.2
5.6

34.72
36.24
31.07
16.49
15.11

145.9
138.1
104.4
70.6
61.9

385.2
345.9
260.5
229.1
240.5

188.5
196.5
191.6
195.6
196.8

1.60
1.63
1.59
1.59
1.47

6.7
6.9
6.7
6.6
6.3

13.36
12.37
12.84
14.79
13.17

55.6
52.5
54.0
61.4
56.7

250.8
256.0
252.2
263.7
259.8

45.80
46.13
47.57
49.62
51.57

216.2
249.5
305.4
316.3
325.8

1.39
1.39
1.48
1.60
1.54

6.6
7.5
9.5
10.2
9.7

12.37
11.12
10.27
11.12
11.72

58.4
60.2
65.9
70.9
74.1

281.2
317.2
380.9
397.4
409.6

645.6
624.3
587.7
608.4
620.6

48.68
49.69
47.18
45.87
45.60

314.3
310.2
277.3
279.1
283.0

1.51
1.49
1.44
1.49
1.58

9.7
9.3
8.5
9.1
9.8

11.71
12.26
12.90
13.54
13.58

75.6
76.5
75.8
82.4
84.3

399.7
396.1
361.6
370.5
377.1

2000 .....................
2001 .....................
2002 .....................
2003 .....................
2004 .....................

621.3
690.5
750.0
777.5
795.8

43.62
40.92
42.25
41.96
40.33

271.0
282.5
316.9
326.2
320.9

1.55
1.39
1.47
1.58
1.53

9.6
9.6
11.0
12.3
12.2

13.11
11.80
12.25
12.41
12.64

81.4
81.5
91.9
96.4
100.6

362.0
373.6
419.8
435.0
433.7

2005 .....................
2006 .....................
2007 .....................
2008 .....................
2009 .....................

788.2
778.1
787.5
817.6
858.9

40.00
39.00
39.00
38.00
38.00

315.3
303.5
307.1
310.7
326.4

1.50
1.50
1.50
1.50
1.50

11.8
11.7
11.8
12.3
12.9

12.75
13.25
13.50
13.75
14.00

100.5
103.1
106.3
112.4
120.2

427.6
418.3
425.2
435.4
459.5

2010 .....................
2011 .....................
2012 .....................
2013 .....................
2014 .....................

863.5
855.8
871.4
885.4
899.5

37.00
37.00
37.00
36.50
36.50

319.5
316.6
322.4
323.2
328.3

1.50
1.50
1.50
1.50
1.50

13.0
12.8
13.1
13.3
13.5

14.00
14.00
14.00
14.00
14.00

120.9
119.8
122.0
124.0
125.9

453.3
449.3
457.5
460.4
467.7

Year

Sources:
• Historical award ratios computed by dividing number of awards to minor, disabled, or student children by number of awards to disabled workers.
• Future award ratios projected based on historical trend and judgment.
• Historical awards based on SSA administrative records.
• Future awards to minor, disabled, or student children computed by applying award ratios to number of disabled-worker awards.
• Awards to total children are sum of awards to minor, disabled, and student children.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

46

DI Numbers
III.A23.—DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]
Calendar
period
1980................
1981................
1982................
1983................
1984................
1985................
1986................
1987................
1988................
1989................
1990................
1991................
1992................
1993................
1994................
1995................
1996................
1997................
1998................
1999................
2000................
2001................
2002................
2003................
2004................
2005-I.............
2005-II............
2005-III ..........
2005-IV ..........
2006-I.............
2006-II............
2006-III ..........
2006-IV ..........
2007-I.............
2007-II............
2007-III ..........
2007-IV ..........
2008-I.............
2008-II............
2008-III ..........
2008-IV ..........
2009-I.............
2009-II............
2009-III ..........
2009-IV ..........
2010-I.............
2010-II............
2010-III ..........
2010-IV ..........
2011-I .............
2011-II............
2011-III ..........
2011-IV ..........
2012-I.............
2012-II............
2012-III ..........
2012-IV ..........
2013-I.............
2013-II............
2013-III ..........
2013-IV ..........
2014-I.............
2014-II............
2014-III ..........
2014-IV ..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

1,948.3
1,934.9
1,879.5
1,759.9
1,745.3
1,762.8
1,802.4
1,845.8
1,877.3
1,900.9
1,935.5
1,997.9
2,099.3
2,252.1
2,391.3
2,512.3
2,617.1
2,704.2
2,725.6
2,801.6
2,867.5
2,923.7
3,021.1
3,141.0
3,293.8
3,448.2
3,482.3
3,517.8
3,553.3
3,583.5
3,612.9
3,643.7
3,674.5
3,700.2
3,727.0
3,755.4
3,783.7
3,806.9
3,832.8
3,860.4
3,887.9
3,910.2
3,931.5
3,954.6
3,977.8
3,995.5
4,015.4
4,037.2
4,059.0
4,075.4
4,094.3
4,115.2
4,136.0
4,151.5
4,165.0
4,180.6
4,196.2
4,206.5
4,216.6
4,228.8
4,241.0
4,247.9
4,259.3
4,272.8
4,286.2

291.2
264.7
233.6
296.5
280.3
281.1
284.4
279.0
273.2
278.8
303.6
343.4
402.7
394.4
381.4
378.5
355.5
326.8
333.0
337.5
338.8
374.4
406.3
421.6
428.7
107.3
107.3
107.3
100.6
105.6
105.6
105.6
98.9
106.5
106.5
106.5
99.8
110.3
110.3
110.3
103.4
115.8
115.8
115.8
108.5
116.2
116.2
116.2
108.8
114.8
114.8
114.8
107.6
116.5
116.5
116.5
109.2
118.1
118.1
118.1
110.6
119.6
119.6
119.6
112.1

145.45
154.83
176.92
163.06
139.33
126.89
123.91
124.66
123.98
119.67
115.54
111.56
108.62
104.19
100.86
101.32
96.02
106.51
88.88
91.45
93.06
89.01
88.85
80.18
78.18
20.92
20.31
20.11
19.53
20.97
20.39
20.22
19.67
21.23
20.67
20.51
19.97
21.86
21.28
21.13
20.58
23.81
23.22
23.08
22.51
23.75
23.17
23.04
22.48
23.19
22.63
22.52
21.98
24.46
23.91
23.82
23.28
25.30
24.75
24.68
24.14
25.13
24.58
24.50
23.96

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

304.5
320.1
353.2
311.1
262.7
241.5
240.9
247.5
249.7
244.2
241.2
242.0
249.9
255.2
260.4
273.7
268.4
305.4
257.1
271.6
282.6
276.9
286.5
268.7
274.3
73.3
71.8
71.8
70.4
76.2
74.8
74.8
73.3
79.7
78.1
78.1
76.6
84.4
82.7
82.7
81.1
94.5
92.6
92.6
90.8
96.3
94.4
94.4
92.5
95.9
94.0
94.0
92.1
103.0
101.0
101.0
98.9
107.9
105.8
105.8
103.7
108.3
106.1
106.1
104.0

1,934.9
1,879.5
1,759.9
1,745.3
1,762.8
1,802.4
1,845.8
1,877.3
1,900.9
1,935.5
1,997.9
2,099.3
2,252.1
2,391.3
2,512.3
2,617.1
2,704.2
2,725.6
2,801.6
2,867.5
2,923.7
3,021.1
3,141.0
3,293.8
3,448.2
3,482.3
3,517.8
3,553.3
3,583.5
3,612.9
3,643.7
3,674.5
3,700.2
3,727.0
3,755.4
3,783.7
3,806.9
3,832.8
3,860.4
3,887.9
3,910.2
3,931.5
3,954.6
3,977.8
3,995.5
4,015.4
4,037.2
4,059.0
4,075.4
4,094.3
4,115.2
4,136.0
4,151.5
4,165.0
4,180.6
4,196.2
4,206.5
4,216.6
4,228.8
4,241.0
4,247.9
4,259.3
4,272.8
4,286.2
4,294.3

4.64
7.19
10.38
10.71
10.81
11.47
12.09
12.58
14.46
17.05
17.19
16.79
15.92
15.95
17.25
20.57
24.31
23.96
25.10
25.57
24.54
24.31
23.50
22.00
21.62
21.70
21.79
21.87
21.95
21.86
21.76
21.66
21.56
21.46
21.36
21.25
21.15
21.06
20.98
20.89
20.80
20.76
20.71
20.66
20.61
20.54
20.48
20.42
20.35
20.27
20.19
20.11
20.03
19.97
19.91
19.85
19.80
19.75
19.71
19.67
19.62
19.58
19.53
19.49
19.45

9.0
13.5
18.3
18.7
19.1
20.7
22.3
23.6
27.5
33.0
34.3
35.2
35.8
38.1
43.3
53.8
65.7
65.3
70.3
73.3
71.7
73.4
73.8
72.4
74.5
75.6
76.6
77.7
78.7
79.0
79.3
79.6
79.8
80.0
80.2
80.4
80.5
80.7
81.0
81.2
81.3
81.6
81.9
82.2
82.3
82.5
82.7
82.9
82.9
83.0
83.1
83.2
83.2
83.2
83.2
83.3
83.3
83.3
83.3
83.4
83.4
83.4
83.5
83.5
83.5

1,925.9
1,866.0
1,741.6
1,726.6
1,743.8
1,781.7
1,823.5
1,853.7
1,873.4
1,902.5
1,963.6
2,064.1
2,216.3
2,353.2
2,469.0
2,563.3
2,638.5
2,660.3
2,731.3
2,794.2
2,851.9
2,947.7
3,067.1
3,221.4
3,373.7
3,406.7
3,441.2
3,475.6
3,504.8
3,533.9
3,564.4
3,595.0
3,620.5
3,647.0
3,675.2
3,703.3
3,726.4
3,752.1
3,779.4
3,806.7
3,828.9
3,849.9
3,872.8
3,895.6
3,913.1
3,932.9
3,954.5
3,976.1
3,992.4
4,011.3
4,032.1
4,052.8
4,068.3
4,081.9
4,097.4
4,112.9
4,123.2
4,133.3
4,145.5
4,157.6
4,164.6
4,175.9
4,189.3
4,202.7
4,210.8

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

47

Benefit Payments
III.A24.—DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]
Calendar
period
1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............
1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............
1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............
1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............
2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............
2005-I.............
2005-II ...........
2005-III..........
2005-IV..........
2006-I.............
2006-II ...........
2006-III..........
2006-IV..........
2007-I.............
2007-II ...........
2007-III..........
2007-IV..........
2008-I.............
2008-II ...........
2008-III..........
2008-IV..........
2009-I.............
2009-II ...........
2009-III..........
2009-IV..........
2010-I.............
2010-II ...........
2010-III..........
2010-IV..........
2011-I.............
2011-II ...........
2011-III ..........
2011-IV..........
2012-I.............
2012-II ...........
2012-III..........
2012-IV..........
2013-I.............
2013-II ...........
2013-III..........
2013-IV..........
2014-I.............
2014-II ...........
2014-III..........
2014-IV..........

Gross terminations

Benefits withheld end of period

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

Number

934.4
933.4
909.6
863.2
843.4
854.3
877.9
908.0
935.9
962.5
1,001.0
1,056.5
1,140.5
1,261.9
1,383.5
1,506.9
1,636.3
1,763.0
1,865.7
1,988.0
2,106.3
2,212.7
2,350.6
2,503.5
2,677.3
2,855.7
2,897.1
2,939.6
2,982.0
3,019.6
3,057.0
3,095.5
3,133.9
3,167.6
3,203.0
3,239.5
3,276.1
3,307.8
3,342.2
3,377.9
3,413.5
3,444.3
3,474.3
3,505.7
3,537.1
3,563.5
3,592.1
3,622.2
3,652.3
3,677.3
3,705.2
3,734.6
3,764.0
3,788.4
3,811.6
3,836.3
3,861.0
3,880.8
3,900.7
3,922.3
3,944.0
3,960.6
3,981.2
4,003.5
4,025.8

129.1
116.4
102.5
132.0
129.7
135.0
140.5
141.3
142.1
151.9
168.5
197.4
239.4
243.0
250.4
267.1
268.8
260.9
275.4
283.0
282.5
316.1
343.7
355.9
367.1
92.9
92.9
92.9
87.0
92.0
92.0
92.0
86.3
93.6
93.6
93.6
87.7
97.4
97.4
97.4
91.2
102.4
102.4
102.4
95.9
103.2
103.2
103.2
96.7
102.6
102.6
102.6
96.1
104.8
104.8
104.8
98.2
106.9
106.9
106.9
100.1
108.9
108.9
108.9
102.0

130.23
141.27
154.98
163.32
130.87
120.80
116.46
115.92
114.64
109.27
104.05
98.19
93.57
87.73
84.26
83.90
80.25
83.56
76.36
77.38
78.36
75.17
75.65
67.89
65.95
17.73
17.13
16.89
16.34
17.84
17.28
17.06
16.54
18.10
17.55
17.35
16.84
18.76
18.20
18.01
17.49
20.71
20.13
19.95
19.40
20.62
20.06
19.89
19.35
20.01
19.48
19.32
18.81
21.26
20.72
20.59
20.06
22.10
21.55
21.44
20.91
21.99
21.44
21.33
20.80

130.1
140.1
148.9
151.8
118.9
111.4
110.4
113.4
115.4
113.5
112.9
113.4
117.9
121.4
127.1
137.6
142.1
158.2
153.0
164.8
176.1
178.2
190.8
182.0
188.7
51.4
50.4
50.4
49.4
54.7
53.6
53.6
52.5
58.2
57.0
57.0
55.9
63.0
61.7
61.7
60.5
72.4
71.0
71.0
69.6
74.5
73.1
73.1
71.6
74.6
73.2
73.2
71.7
81.7
80.1
80.1
78.5
86.9
85.2
85.2
83.5
88.3
86.5
86.5
84.8

In force Per 1,000 in force
end of period
end of period
933.4
909.6
863.2
843.4
854.3
877.9
908.0
935.9
962.5
1,001.0
1,056.5
1,140.5
1,261.9
1,383.5
1,506.9
1,636.3
1,763.0
1,865.7
1,988.0
2,106.3
2,212.7
2,350.6
2,503.5
2,677.3
2,855.7
2,897.1
2,939.6
2,982.0
3,019.6
3,057.0
3,095.5
3,133.9
3,167.6
3,203.0
3,239.5
3,276.1
3,307.8
3,342.2
3,377.9
3,413.5
3,444.3
3,474.3
3,505.7
3,537.1
3,563.5
3,592.1
3,622.2
3,652.3
3,677.3
3,705.2
3,734.6
3,764.0
3,788.4
3,811.6
3,836.3
3,861.0
3,880.8
3,900.7
3,922.3
3,944.0
3,960.6
3,981.2
4,003.5
4,025.8
4,043.0

3.14
4.30
6.42
7.00
6.84
7.39
7.58
8.41
10.23
12.86
12.73
12.26
11.51
11.34
11.75
12.46
13.17
13.56
14.27
14.36
13.09
12.97
12.45
11.22
10.92
11.06
11.20
11.34
11.48
11.44
11.40
11.36
11.32
11.27
11.23
11.18
11.14
11.10
11.06
11.03
10.99
10.98
10.96
10.94
10.92
10.89
10.87
10.84
10.82
10.78
10.74
10.70
10.66
10.63
10.60
10.57
10.54
10.52
10.50
10.48
10.45
10.43
10.41
10.39
10.37

Number

In current-payment
status end of period

2.9
3.9
5.5
5.9
5.8
6.5
6.9
7.9
9.8
12.9
13.5
14.0
14.5
15.7
17.7
20.4
23.2
25.3
28.4
30.2
29.0
30.5
31.2
30.0
31.2
32.0
32.9
33.8
34.6
35.0
35.3
35.6
35.9
36.1
36.4
36.6
36.8
37.1
37.4
37.6
37.9
38.1
38.4
38.7
38.9
39.1
39.4
39.6
39.8
39.9
40.1
40.3
40.4
40.5
40.7
40.8
40.9
41.0
41.2
41.3
41.4
41.5
41.7
41.8
41.9

930.4
905.7
857.7
837.5
848.4
871.4
901.1
928.0
952.7
988.1
1,043.1
1,126.5
1,247.4
1,367.9
1,489.1
1,615.9
1,739.8
1,840.4
1,959.7
2,076.0
2,183.7
2,320.1
2,472.3
2,647.2
2,824.5
2,865.1
2,906.7
2,948.2
2,985.0
3,022.1
3,060.2
3,098.3
3,131.8
3,166.9
3,203.2
3,239.4
3,271.0
3,305.1
3,340.5
3,375.9
3,406.4
3,436.1
3,467.3
3,498.4
3,524.6
3,553.0
3,582.8
3,612.7
3,637.5
3,665.3
3,694.5
3,723.8
3,748.0
3,771.0
3,795.6
3,820.2
3,839.9
3,859.7
3,881.2
3,902.6
3,919.2
3,939.6
3,961.8
3,984.0
4,001.1

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

48

DI Numbers
III.A25.—DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]
Calendar
period
1980................
1981................
1982................
1983................
1984................
1985................
1986................
1987................
1988................
1989................
1990................
1991................
1992................
1993................
1994................
1995................
1996................
1997................
1998................
1999................
2000................
2001................
2002................
2003................
2004................
2005-I.............
2005-II............
2005-III ..........
2005-IV ..........
2006-I.............
2006-II............
2006-III ..........
2006-IV ..........
2007-I.............
2007-II............
2007-III ..........
2007-IV ..........
2008-I.............
2008-II............
2008-III ..........
2008-IV ..........
2009-I.............
2009-II............
2009-III ..........
2009-IV ..........
2010-I.............
2010-II............
2010-III ..........
2010-IV ..........
2011-I .............
2011-II............
2011-III ..........
2011-IV ..........
2012-I.............
2012-II............
2012-III ..........
2012-IV ..........
2013-I.............
2013-II............
2013-III ..........
2013-IV ..........
2014-I.............
2014-II............
2014-III ..........
2014-IV ..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

2,882.6
2,868.3
2,789.1
2,623.1
2,588.7
2,617.1
2,680.3
2,753.8
2,813.2
2,863.4
2,936.4
3,054.5
3,239.8
3,514.1
3,774.9
4,019.2
4,253.5
4,467.3
4,591.3
4,789.6
4,973.8
5,136.4
5,371.7
5,644.4
5,971.1
6,303.9
6,379.4
6,457.4
6,535.4
6,603.1
6,669.9
6,739.2
6,808.4
6,867.9
6,930.0
6,994.9
7,059.8
7,114.7
7,175.0
7,238.2
7,301.4
7,354.5
7,405.7
7,460.3
7,514.9
7,559.0
7,607.5
7,659.4
7,711.3
7,752.7
7,799.6
7,849.8
7,900.0
7,939.9
7,976.6
8,016.9
8,057.2
8,087.2
8,117.3
8,151.1
8,185.0
8,208.5
8,240.5
8,276.3
8,312.0

420.3
381.0
336.1
428.5
410.0
416.1
424.9
420.3
415.3
430.7
472.1
540.8
642.1
637.4
631.9
645.6
624.3
587.7
608.4
620.6
621.3
690.5
750.0
777.5
795.8
200.2
200.2
200.2
187.6
197.6
197.6
197.6
185.2
200.0
200.0
200.0
187.4
207.7
207.7
207.7
194.6
218.2
218.2
218.2
204.4
219.3
219.3
219.3
205.5
217.4
217.4
217.4
203.7
221.3
221.3
221.3
207.4
224.9
224.9
224.9
210.7
228.5
228.5
228.5
214.1

140.53
150.44
169.79
163.14
136.58
124.91
121.47
121.77
120.87
116.16
111.61
106.91
103.29
98.25
94.74
94.74
89.91
97.39
83.76
85.58
86.81
83.03
83.06
74.72
72.69
19.47
18.87
18.65
18.07
19.54
18.96
18.77
18.23
19.79
19.23
19.05
18.52
20.41
19.85
19.68
19.14
22.36
21.77
21.61
21.05
22.27
21.70
21.55
21.00
21.69
21.13
21.00
20.47
22.93
22.38
22.27
21.74
23.77
23.21
23.12
22.58
23.61
23.06
22.96
22.43

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

434.6
460.2
502.1
462.9
381.6
352.9
351.4
360.9
365.1
357.6
354.1
355.5
367.8
376.6
387.6
411.4
410.5
463.7
410.0
436.4
458.7
455.1
477.3
450.8
462.9
124.7
122.3
122.3
119.8
130.9
128.4
128.4
125.8
137.9
135.2
135.2
132.5
147.4
144.5
144.5
141.6
166.9
163.6
163.6
160.3
170.8
167.4
167.4
164.1
170.5
167.1
167.1
163.8
184.6
181.0
181.0
177.4
194.9
191.0
191.0
187.2
196.5
192.7
192.7
188.8

2,868.3
2,789.1
2,623.1
2,588.7
2,617.1
2,680.3
2,753.8
2,813.2
2,863.4
2,936.4
3,054.5
3,239.8
3,514.1
3,774.9
4,019.2
4,253.5
4,467.3
4,591.3
4,789.6
4,973.8
5,136.4
5,371.7
5,644.4
5,971.1
6,303.9
6,379.4
6,457.4
6,535.4
6,603.1
6,669.9
6,739.2
6,808.4
6,867.9
6,930.0
6,994.9
7,059.8
7,114.7
7,175.0
7,238.2
7,301.4
7,354.5
7,405.7
7,460.3
7,514.9
7,559.0
7,607.5
7,659.4
7,711.3
7,752.7
7,799.6
7,849.8
7,900.0
7,939.9
7,976.6
8,016.9
8,057.2
8,087.2
8,117.3
8,151.1
8,185.0
8,208.5
8,240.5
8,276.3
8,312.0
8,337.3

4.15
6.25
9.07
9.50
9.51
10.13
10.60
11.19
13.04
15.62
15.64
15.19
14.33
14.26
15.19
17.45
19.91
19.73
20.61
20.82
19.61
19.35
18.60
17.16
16.77
16.87
16.96
17.06
17.16
17.08
17.00
16.92
16.84
16.75
16.67
16.58
16.49
16.42
16.35
16.28
16.21
16.17
16.12
16.08
16.04
15.99
15.93
15.88
15.83
15.76
15.69
15.63
15.56
15.51
15.46
15.41
15.36
15.32
15.28
15.24
15.20
15.16
15.12
15.08
15.04

11.9
17.4
23.8
24.6
24.9
27.2
29.2
31.5
37.3
45.9
47.8
49.2
50.4
53.8
61.0
74.2
88.9
90.6
98.7
103.6
100.7
103.9
105.0
102.5
105.7
107.6
109.5
111.5
113.3
113.9
114.6
115.2
115.6
116.1
116.6
117.0
117.3
117.8
118.4
118.9
119.2
119.7
120.3
120.9
121.2
121.6
122.0
122.5
122.7
122.9
123.2
123.5
123.5
123.7
123.9
124.1
124.2
124.3
124.5
124.7
124.8
124.9
125.1
125.4
125.4

2,856.4
2,771.7
2,599.3
2,564.1
2,592.2
2,653.1
2,724.6
2,781.7
2,826.1
2,890.6
3,006.7
3,190.6
3,463.7
3,721.1
3,958.2
4,179.3
4,378.3
4,500.7
4,690.9
4,870.2
5,035.6
5,267.8
5,539.4
5,868.6
6,198.2
6,271.8
6,347.9
6,423.8
6,489.8
6,555.9
6,624.6
6,693.3
6,752.2
6,813.9
6,878.3
6,942.7
6,997.4
7,057.2
7,119.9
7,182.6
7,235.2
7,286.0
7,340.0
7,394.0
7,437.7
7,485.9
7,537.3
7,588.8
7,630.0
7,676.6
7,726.6
7,776.6
7,816.4
7,852.9
7,893.0
7,933.1
7,963.1
7,993.0
8,026.6
8,060.3
8,083.8
8,115.5
8,151.1
8,186.7
8,211.9

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

49

Benefit Payments
III.A26.—DI Young Wives of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]
Calendar
period
1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............
1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............
1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............
1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............
2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............
2005-I.............
2005-II ...........
2005-III..........
2005-IV..........
2006-I.............
2006-II ...........
2006-III..........
2006-IV..........
2007-I.............
2007-II ...........
2007-III..........
2007-IV..........
2008-I.............
2008-II ...........
2008-III..........
2008-IV..........
2009-I.............
2009-II ...........
2009-III..........
2009-IV..........
2010-I.............
2010-II ...........
2010-III..........
2010-IV..........
2011-I.............
2011-II ...........
2011-III ..........
2011-IV..........
2012-I.............
2012-II ...........
2012-III..........
2012-IV..........
2013-I.............
2013-II ...........
2013-III..........
2013-IV..........
2014-I.............
2014-II ...........
2014-III..........
2014-IV..........

Gross terminations

Benefits withheld end of period

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

Number

415.6
400.8
369.2
310.4
248.3
242.5
244.4
240.1
231.9
224.6
219.6
218.3
221.1
228.3
231.9
232.8
228.4
220.5
205.4
192.7
180.1
167.8
157.5
148.9
142.4
134.2
133.1
131.9
130.8
129.5
128.4
127.3
126.3
125.0
124.2
123.3
122.6
121.5
120.9
120.2
119.7
118.8
118.5
118.2
118.0
117.4
117.1
116.8
116.5
115.9
115.6
115.3
115.0
114.4
114.3
114.2
114.0
113.6
113.5
113.4
113.3
112.9
112.9
112.9
112.9

74.9
64.3
45.5
43.7
46.4
48.5
47.7
43.3
42.6
40.2
41.8
45.5
49.8
46.3
42.7
37.9
33.0
25.5
23.0
21.8
19.7
18.9
20.5
20.4
18.8
5.0
5.0
5.0
4.7
4.8
4.8
4.8
4.5
4.9
4.9
4.9
4.6
4.9
4.9
4.9
4.6
5.2
5.2
5.2
4.9
5.1
5.1
5.1
4.8
5.0
5.0
5.0
4.7
5.1
5.1
5.1
4.8
5.1
5.1
5.1
4.8
5.2
5.2
5.2
4.9

198.05
221.35
266.01
318.53
192.13
174.99
193.86
196.58
196.93
184.99
179.40
177.04
173.26
169.55
165.24
167.82
167.08
173.97
164.76
169.14
168.03
165.08
173.35
169.35
177.25
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00
45.00

89.7
95.8
104.3
105.8
52.2
46.7
52.0
51.5
49.9
45.3
43.2
42.7
42.6
42.6
41.9
42.2
40.9
40.6
35.7
34.4
31.9
29.3
29.1
26.9
26.9
6.2
6.1
6.0
6.0
5.9
5.9
5.8
5.8
5.7
5.7
5.7
5.6
5.6
5.6
5.5
5.5
5.5
5.4
5.4
5.4
5.4
5.4
5.4
5.3
5.3
5.3
5.3
5.3
5.3
5.3
5.3
5.2
5.2
5.2
5.2
5.2
5.2
5.2
5.2
5.2

In force Per 1,000 in force
end of period
end of period
400.8
369.2
310.4
248.3
242.5
244.4
240.1
231.9
224.6
219.6
218.3
221.1
228.3
231.9
232.8
228.4
220.5
205.4
192.7
180.1
167.8
157.5
148.9
142.4
134.2
133.1
131.9
130.8
129.5
128.4
127.3
126.3
125.0
124.2
123.3
122.6
121.5
120.9
120.2
119.7
118.8
118.5
118.2
118.0
117.4
117.1
116.8
116.5
115.9
115.6
115.3
115.0
114.4
114.3
114.2
114.0
113.6
113.5
113.4
113.3
112.9
112.9
112.9
112.9
112.6

39.78
47.13
65.06
73.86
73.22
74.78
80.02
87.20
92.84
98.66
102.97
102.50
107.64
107.52
111.41
116.45
244.46
266.65
301.62
323.10
333.10
337.98
334.62
332.36
328.48
327.43
326.37
325.31
324.26
323.20
322.15
321.09
320.03
318.98
317.92
316.86
315.81
314.75
313.69
312.64
311.58
310.52
309.47
308.41
307.36
306.30
305.24
304.19
303.13
302.07
301.02
299.96
298.90
297.85
296.79
295.73
294.68
293.62
292.57
291.51
290.45
289.40
288.34
287.28
286.23

Number

In current-payment
status end of period

15.9
17.4
20.2
18.3
17.8
18.3
19.2
20.2
20.9
21.7
22.5
22.7
24.6
24.9
25.9
26.6
53.9
54.8
58.1
58.2
55.9
53.2
49.8
47.3
44.1
43.6
43.1
42.6
42.0
41.5
41.0
40.6
40.0
39.6
39.2
38.8
38.4
38.0
37.7
37.4
37.0
36.8
36.6
36.4
36.1
35.9
35.6
35.4
35.1
34.9
34.7
34.5
34.2
34.0
33.9
33.7
33.5
33.3
33.2
33.0
32.8
32.7
32.6
32.4
32.2

384.8
351.8
290.2
229.9
224.8
226.1
220.9
211.7
203.8
197.9
195.8
198.5
203.7
207.0
206.9
201.8
166.6
150.6
134.6
121.9
111.9
104.3
99.1
95.0
90.1
89.5
88.9
88.3
87.5
86.9
86.3
85.7
85.0
84.6
84.1
83.7
83.1
82.8
82.5
82.2
81.8
81.7
81.6
81.6
81.3
81.2
81.1
81.0
80.8
80.7
80.6
80.5
80.2
80.3
80.3
80.3
80.1
80.2
80.2
80.3
80.1
80.2
80.4
80.5
80.4

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

50

DI Numbers
III.A27.—DI Young Husbands 1 of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1983-2004, and calendar quarters 2005-14)
[Numbers in thousands]

Calendar
period
1983................
1984................
1985................
1986................
1987................
1988................
1989................
1990................
1991................
1992................
1993................
1994................
1995................
1996................
1997................
1998................
1999................
2000................
2001................
2002................
2003................
2004................
2005-I.............
2005-II............
2005-III ..........
2005-IV ..........
2006-I.............
2006-II............
2006-III ..........
2006-IV ..........
2007-I.............
2007-II............
2007-III ..........
2007-IV ..........
2008-I.............
2008-II............
2008-III ..........
2008-IV ..........
2009-I.............
2009-II............
2009-III ..........
2009-IV ..........
2010-I.............
2010-II............
2010-III ..........
2010-IV ..........
2011-I .............
2011-II............
2011-III ..........
2011-IV ..........
2012-I.............
2012-II............
2012-III ..........
2012-IV ..........
2013-I.............
2013-II............
2013-III ..........
2013-IV ..........
2014-I.............
2014-II............
2014-III ..........
2014-IV ..........
1
2

In force
beginning
of period
2/

2.1
3.8
4.8
5.6
6.2
6.5
6.6
6.9
7.4
8.1
8.5
8.7
8.7
8.5
8.0
7.5
6.9
6.5
6.3
6.1
6.1
5.8
5.8
5.9
5.9
5.9
5.9
6.0
6.0
6.0
6.0
6.1
6.1
6.1
6.1
6.1
6.2
6.2
6.2
6.2
6.3
6.3
6.3
6.3
6.4
6.4
6.4
6.4
6.4
6.4
6.4
6.4
6.5
6.5
6.5
6.5
6.5
6.5
6.5
6.6
6.6

Gross terminations
Awards
during period

Rate
(per 1,000)

2.4
2.6
1.7
1.7
1.8
1.7
1.3
1.5
1.8
2.0
1.9
1.7
1.5
1.3
1.0
.9
.8
.8
.9
1.2
1.4
1.3
.4
.4
.4
.3
.3
.3
.3
.3
.4
.4
.4
.3
.4
.4
.4
.3
.4
.4
.4
.4
.4
.4
.4
.3
.4
.4
.4
.3
.4
.4
.4
.3
.4
.4
.4
.3
.4
.4
.4
.4

213.23
259.21
155.58
158.26
187.01
186.40
166.48
164.62
164.32
158.58
167.16
165.30
164.80
160.94
159.98
170.43
180.44
167.70
156.59
194.24
200.97
246.18
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50
52.50

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

0.3
.9
.7
.9
1.2
1.3
1.2
1.2
1.3
1.3
1.5
1.6
1.6
1.5
1.4
1.4
1.4
1.2
1.1
1.3
1.4
1.7
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.4
.4
.4
.4
.4
.4
.4

2.1
3.8
4.8
5.6
6.2
6.5
6.6
6.9
7.4
8.1
8.5
8.7
8.7
8.5
8.0
7.5
6.9
6.5
6.3
6.1
6.1
5.8
5.8
5.9
5.9
5.9
5.9
6.0
6.0
6.0
6.0
6.1
6.1
6.1
6.1
6.1
6.2
6.2
6.2
6.2
6.3
6.3
6.3
6.3
6.4
6.4
6.4
6.4
6.4
6.4
6.4
6.4
6.5
6.5
6.5
6.5
6.5
6.5
6.5
6.6
6.6
6.6

36.30
151.54
192.54
218.04
230.23
237.07
246.79
252.90
253.50
257.87
269.94
274.48
279.14
550.28
579.83
628.72
649.97
672.79
675.01
672.24
676.56
671.93
671.32
670.71
670.09
669.48
668.87
668.26
667.65
667.03
666.42
665.81
665.20
664.59
663.97
663.36
662.75
662.14
661.53
660.91
660.30
659.69
659.08
658.47
657.85
657.24
656.63
656.02
655.40
654.79
654.18
653.57
652.96
652.34
651.73
651.12
650.51
649.90
649.28
648.67
648.06
647.45

0.1
.6
.9
1.2
1.4
1.5
1.6
1.7
1.9
2.1
2.3
2.4
2.4
4.7
4.7
4.7
4.5
4.4
4.2
4.1
4.1
3.9
3.9
3.9
4.0
4.0
4.0
4.0
4.0
4.0
4.0
4.0
4.0
4.0
4.1
4.1
4.1
4.1
4.1
4.1
4.1
4.1
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.2
4.3
4.3
4.3

2.1
3.3
3.9
4.4
4.7
5.0
5.0
5.1
5.5
6.0
6.2
6.3
6.2
3.8
3.4
2.8
2.4
2.1
2.0
2.0
2.0
1.9
1.9
1.9
1.9
2.0
2.0
2.0
2.0
2.0
2.0
2.0
2.0
2.0
2.1
2.1
2.1
2.1
2.1
2.1
2.1
2.1
2.2
2.2
2.2
2.2
2.2
2.2
2.2
2.2
2.2
2.2
2.2
2.2
2.3
2.3
2.3
2.3
2.3
2.3
2.3
2.3

This benefit became available on October 17, 1980, but was not paid in significant numbers until November 1983.
Fewer than 50.

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

51

Benefit Payments
III.A28.—DI Aged Wives of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]

Calendar
period
1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............
1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............
1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............
1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............
2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............
2005-I.............
2005-II ...........
2005-III..........
2005-IV..........
2006-I.............
2006-II ...........
2006-III..........
2006-IV..........
2007-I.............
2007-II ...........
2007-III..........
2007-IV..........
2008-I.............
2008-II ...........
2008-III..........
2008-IV..........
2009-I.............
2009-II ...........
2009-III..........
2009-IV..........
2010-I.............
2010-II ...........
2010-III..........
2010-IV..........
2011-I.............
2011-II ...........
2011-III ..........
2011-IV..........
2012-I.............
2012-II ...........
2012-III..........
2012-IV..........
2013-I.............
2013-II ...........
2013-III..........
2013-IV..........
2014-I.............
2014-II ...........
2014-III..........
2014-IV..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

75.9
76.0
75.2
75.0
75.9
76.0
75.8
75.6
74.9
72.7
69.1
65.6
62.9
61.6
60.2
58.5
56.0
53.9
53.4
53.0
52.3
51.3
50.7
50.7
54.1
61.3
63.1
64.7
66.1
67.0
68.7
70.2
71.6
72.5
74.3
75.9
77.4
78.3
80.5
82.4
84.2
85.3
87.8
90.2
92.3
93.7
95.6
97.3
98.9
99.8
101.0
102.2
103.3
103.7
104.8
105.8
106.8
107.0
108.0
108.9
109.7
109.8
110.7
111.5
112.2

32.6
30.4
31.5
33.1
31.9
32.4
32.1
30.5
28.3
26.3
25.2
24.4
25.4
25.5
24.2
22.8
21.7
23.3
22.7
22.5
22.3
21.9
22.8
24.2
26.0
7.0
7.0
7.0
6.5
7.4
7.4
7.4
6.9
8.0
8.0
8.0
7.5
8.8
8.8
8.8
8.3
9.8
9.8
9.8
9.2
9.9
9.9
9.9
9.3
9.8
9.8
9.8
9.1
9.9
9.9
9.9
9.3
10.0
10.0
10.0
9.4
10.2
10.2
10.2
9.5

352.82
341.83
348.89
351.99
346.34
353.28
351.10
344.36
343.00
348.25
350.56
348.82
352.90
361.42
358.77
361.33
356.38
364.08
356.58
360.79
367.97
360.72
367.17
330.85
279.25
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00
81.00

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

32.5
31.2
31.7
32.2
31.8
32.6
32.2
31.3
30.5
29.9
28.6
27.1
26.7
26.9
25.9
25.3
23.8
23.9
23.1
23.2
23.4
22.4
22.8
20.8
18.7
5.3
5.4
5.5
5.6
5.7
5.9
6.0
6.1
6.2
6.3
6.5
6.6
6.7
6.9
7.0
7.2
7.3
7.5
7.7
7.9
8.0
8.1
8.3
8.4
8.5
8.6
8.7
8.7
8.8
8.9
9.0
9.0
9.1
9.2
9.2
9.3
9.3
9.4
9.4
9.5

76.0
75.2
75.0
75.9
76.0
75.8
75.6
74.9
72.7
69.1
65.6
62.9
61.6
60.2
58.5
56.0
53.9
53.4
53.0
52.3
51.3
50.7
50.7
54.1
61.3
63.1
64.7
66.1
67.0
68.7
70.2
71.6
72.5
74.3
75.9
77.4
78.3
80.5
82.4
84.2
85.3
87.8
90.2
92.3
93.7
95.6
97.3
98.9
99.8
101.0
102.2
103.3
103.7
104.8
105.8
106.8
107.0
108.0
108.9
109.7
109.8
110.7
111.5
112.2
112.2

9.95
10.94
15.86
19.84
21.07
23.55
23.67
25.12
27.54
28.08
30.98
32.26
33.38
35.81
36.58
38.58
40.10
39.44
41.78
41.30
41.43
41.84
45.02
47.52
52.05
51.72
51.39
51.06
50.73
50.39
50.06
49.73
49.40
49.07
48.74
48.41
48.08
47.75
47.42
47.09
46.76
46.43
46.10
45.77
45.44
45.10
44.77
44.44
44.11
43.78
43.45
43.12
42.79
42.46
42.13
41.80
41.47
41.14
40.81
40.48
40.15
39.81
39.48
39.15
38.82

0.8
.8
1.2
1.5
1.6
1.8
1.8
1.9
2.0
1.9
2.0
2.0
2.1
2.2
2.1
2.2
2.2
2.1
2.2
2.2
2.1
2.1
2.3
2.6
3.2
3.3
3.3
3.4
3.4
3.5
3.5
3.6
3.6
3.6
3.7
3.7
3.8
3.8
3.9
4.0
4.0
4.1
4.2
4.2
4.3
4.3
4.4
4.4
4.4
4.4
4.4
4.5
4.4
4.5
4.5
4.5
4.4
4.4
4.4
4.4
4.4
4.4
4.4
4.4
4.4

75.2
74.4
73.8
74.4
74.4
74.0
73.8
73.0
70.7
67.2
63.6
60.9
59.5
58.1
56.3
53.9
51.8
51.3
50.8
50.2
49.2
48.6
48.4
51.5
58.2
59.8
61.3
62.7
63.6
65.2
66.7
68.1
68.9
70.6
72.2
73.7
74.6
76.6
78.5
80.2
81.3
83.8
86.0
88.1
89.4
91.3
92.9
94.5
95.4
96.6
97.8
98.8
99.3
100.4
101.4
102.3
102.6
103.5
104.4
105.2
105.4
106.3
107.1
107.8
107.9

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

52

DI Numbers
III.A29.—DI Aged Husbands of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]
Calendar
period
1980................
1981................
1982................
1983................
1984................
1985................
1986................
1987................
1988................
1989................
1990................
1991................
1992................
1993................
1994................
1995................
1996................
1997................
1998................
1999................
2000................
2001................
2002................
2003................
2004................
2005-I.............
2005-II............
2005-III ..........
2005-IV ..........
2006-I.............
2006-II............
2006-III ..........
2006-IV ..........
2007-I.............
2007-II............
2007-III ..........
2007-IV ..........
2008-I.............
2008-II............
2008-III ..........
2008-IV ..........
2009-I.............
2009-II............
2009-III ..........
2009-IV ..........
2010-I.............
2010-II............
2010-III ..........
2010-IV ..........
2011-I .............
2011-II............
2011-III ..........
2011-IV ..........
2012-I.............
2012-II............
2012-III ..........
2012-IV ..........
2013-I.............
2013-II............
2013-III ..........
2013-IV ..........
2014-I.............
2014-II............
2014-III ..........
2014-IV ..........

Gross terminations

Benefits withheld end of period

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

Number

2.7
2.9
2.9
2.9
2.9
3.0
3.1
3.0
3.1
3.0
3.0
2.8
2.7
2.6
2.7
2.7
2.8
2.9
2.8
2.9
3.0
3.1
3.3
3.5
3.8
4.3
4.4
4.5
4.6
4.6
4.8
4.9
5.0
5.0
5.2
5.3
5.4
5.5
5.7
5.8
6.0
6.1
6.3
6.5
6.7
6.8
7.0
7.2
7.3
7.4
7.6
7.7
7.8
7.9
8.0
8.1
8.2
8.3
8.4
8.5
8.6
8.6
8.7
8.8
8.9

1.0
.9
.8
.9
.9
.9
.9
.9
.9
.8
.7
.7
.7
.8
.8
.8
.8
.7
.8
.8
.9
1.0
1.2
1.2
1.5
.4
.4
.4
.3
.4
.4
.4
.4
.5
.5
.5
.4
.5
.5
.5
.5
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.6
.7
.7
.7
.6

257.24
260.95
249.89
256.44
250.69
239.11
273.52
248.10
253.03
264.72
262.36
246.04
257.99
237.90
233.05
232.51
219.02
232.94
225.32
213.98
225.46
231.89
255.45
225.50
206.36
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50
62.50

0.8
.9
.8
.9
.9
.8
1.0
.9
.9
.9
.9
.8
.8
.7
.7
.7
.7
.7
.7
.7
.8
.8
1.0
.9
.9
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.3
.4
.4
.4
.4
.4
.4
.4
.4
.4
.4
.5
.5
.5
.5
.5
.5
.5
.5
.5
.5
.5
.5
.5
.5
.6
.6
.6
.6
.6

In force Per 1,000 in force
end of period
end of period
2.9
2.9
2.9
2.9
3.0
3.1
3.0
3.1
3.0
3.0
2.8
2.7
2.6
2.7
2.7
2.8
2.9
2.8
2.9
3.0
3.1
3.3
3.5
3.8
4.3
4.4
4.5
4.6
4.6
4.8
4.9
5.0
5.0
5.2
5.3
5.4
5.5
5.7
5.8
6.0
6.1
6.3
6.5
6.7
6.8
7.0
7.2
7.3
7.4
7.6
7.7
7.8
7.9
8.0
8.1
8.2
8.3
8.4
8.5
8.6
8.6
8.7
8.8
8.9
8.9

253.75
313.15
368.75
427.07
475.15
503.57
515.15
526.33
537.02
528.40
520.54
496.84
465.04
445.39
438.64
431.39
414.24
408.61
399.09
391.70
393.17
391.76
386.74
384.13
397.19
396.97
396.75
396.53
396.31
396.09
395.87
395.65
395.43
395.21
394.99
394.77
394.55
394.33
394.11
393.89
393.67
393.45
393.22
393.00
392.78
392.56
392.34
392.12
391.90
391.68
391.46
391.24
391.02
390.80
390.58
390.36
390.14
389.92
389.70
389.48
389.26
389.04
388.82
388.60
388.38

Number

In current-payment
status end of period

0.7
.9
1.1
1.3
1.4
1.6
1.6
1.6
1.6
1.6
1.5
1.3
1.2
1.2
1.2
1.2
1.2
1.2
1.1
1.2
1.2
1.3
1.3
1.5
1.7
1.8
1.8
1.8
1.8
1.9
1.9
2.0
2.0
2.0
2.1
2.1
2.2
2.2
2.3
2.4
2.4
2.5
2.6
2.6
2.7
2.8
2.8
2.9
2.9
3.0
3.0
3.1
3.1
3.1
3.2
3.2
3.2
3.3
3.3
3.3
3.3
3.4
3.4
3.4
3.5

2.1
2.0
1.8
1.7
1.6
1.5
1.5
1.4
1.4
1.4
1.3
1.4
1.4
1.5
1.5
1.6
1.7
1.7
1.7
1.8
1.9
2.0
2.1
2.3
2.6
2.7
2.7
2.8
2.8
2.9
2.9
3.0
3.0
3.1
3.2
3.3
3.3
3.4
3.5
3.6
3.7
3.8
4.0
4.1
4.2
4.3
4.4
4.5
4.5
4.6
4.7
4.8
4.8
4.9
4.9
5.0
5.0
5.1
5.2
5.2
5.3
5.3
5.4
5.4
5.4

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

53

Benefit Payments
III.A30.—DI Total Spouses of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]

Calendar
period
1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............
1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............
1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............
1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............
2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............
2005-I.............
2005-II ...........
2005-III..........
2005-IV..........
2006-I.............
2006-II ...........
2006-III..........
2006-IV..........
2007-I.............
2007-II ...........
2007-III..........
2007-IV..........
2008-I.............
2008-II ...........
2008-III..........
2008-IV..........
2009-I.............
2009-II ...........
2009-III..........
2009-IV..........
2010-I.............
2010-II ...........
2010-III..........
2010-IV..........
2011-I.............
2011-II ...........
2011-III ..........
2011-IV..........
2012-I.............
2012-II ...........
2012-III..........
2012-IV..........
2013-I.............
2013-II ...........
2013-III..........
2013-IV..........
2014-I.............
2014-II ...........
2014-III..........
2014-IV..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

494.2
479.6
447.3
388.3
329.2
325.4
328.1
324.4
316.0
306.9
298.3
293.6
294.1
300.6
303.4
302.7
295.9
285.8
269.7
256.0
242.3
228.7
217.8
209.2
206.4
205.7
206.4
206.9
207.4
207.1
207.8
208.4
208.9
208.5
209.6
210.6
211.5
211.4
213.1
214.6
216.0
216.4
218.9
221.2
223.3
224.2
226.0
227.6
229.1
229.4
230.6
231.6
232.5
232.4
233.5
234.5
235.5
235.3
236.3
237.2
238.1
237.8
238.8
239.7
240.6

108.5
95.6
77.8
80.1
81.8
83.5
82.4
76.5
73.4
68.7
69.2
72.4
77.9
74.5
69.4
63.0
56.8
50.5
47.4
46.0
43.7
42.7
45.6
47.2
47.6
12.7
12.7
12.7
11.9
13.0
13.0
13.0
12.2
13.7
13.7
13.7
12.8
14.6
14.6
14.6
13.7
16.0
16.0
16.0
15.0
15.9
15.9
15.9
14.9
15.8
15.8
15.8
14.8
16.0
16.0
16.0
15.0
16.2
16.2
16.2
15.2
16.4
16.4
16.4
15.4

224.41
242.44
281.41
324.90
231.55
220.11
233.19
233.95
234.14
226.47
221.89
217.93
214.43
212.31
207.25
208.80
206.47
214.27
207.90
214.10
216.83
214.49
225.30
214.82
209.58
56.59
56.86
57.10
57.31
57.53
57.78
58.01
58.21
58.43
58.67
58.89
59.08
59.29
59.55
59.78
59.97
60.19
60.44
60.67
60.86
61.04
61.22
61.39
61.53
61.65
61.78
61.89
61.98
62.07
62.17
62.26
62.32
62.39
62.47
62.54
62.60
62.65
62.71
62.77
62.81

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

123.1
127.9
136.8
139.2
85.7
80.8
86.1
84.8
82.6
77.3
73.9
71.9
71.4
71.7
70.1
69.8
67.0
66.6
61.0
59.7
57.3
53.6
54.2
50.0
48.2
12.0
12.1
12.2
12.2
12.3
12.4
12.5
12.5
12.6
12.7
12.8
12.9
13.0
13.1
13.3
13.4
13.5
13.7
13.9
14.0
14.2
14.3
14.5
14.6
14.6
14.7
14.8
14.9
14.9
15.0
15.1
15.1
15.2
15.3
15.3
15.4
15.4
15.5
15.6
15.6

479.6
447.3
388.3
329.2
325.4
328.1
324.4
316.0
306.9
298.3
293.6
294.1
300.6
303.4
302.7
295.9
285.8
269.7
256.0
242.3
228.7
217.8
209.2
206.4
205.7
206.4
206.9
207.4
207.1
207.8
208.4
208.9
208.5
209.6
210.6
211.5
211.4
213.1
214.6
216.0
216.4
218.9
221.2
223.3
224.2
226.0
227.6
229.1
229.4
230.6
231.6
232.5
232.4
233.5
234.5
235.5
235.3
236.3
237.2
238.1
237.8
238.8
239.7
240.6
240.4

36.34
42.77
57.83
64.32
65.70
68.69
73.34
79.53
84.84
89.87
94.38
94.90
99.60
100.87
104.61
109.43
216.67
232.49
258.51
272.38
278.13
279.53
275.17
268.79
257.11
254.34
251.74
249.29
247.20
244.56
242.09
239.75
237.77
235.21
232.82
230.58
228.68
226.06
223.62
221.35
219.44
216.85
214.46
212.24
210.40
208.36
206.46
204.67
203.19
201.62
200.13
198.71
197.55
196.20
194.92
193.70
192.70
191.49
190.33
189.21
188.31
187.23
186.19
185.19
184.37

17.4
19.1
22.5
21.2
21.4
22.5
23.8
25.1
26.0
26.8
27.7
27.9
29.9
30.6
31.7
32.4
61.9
62.7
66.2
66.0
63.6
60.9
57.6
55.5
52.9
52.5
52.1
51.7
51.2
50.8
50.4
50.1
49.6
49.3
49.0
48.8
48.3
48.2
48.0
47.8
47.5
47.5
47.4
47.4
47.2
47.1
47.0
46.9
46.6
46.5
46.3
46.2
45.9
45.8
45.7
45.6
45.3
45.3
45.2
45.0
44.8
44.7
44.6
44.6
44.3

462.2
428.2
365.9
308.1
304.0
305.5
300.6
290.9
280.8
271.5
265.9
266.2
270.7
272.8
271.1
263.5
223.9
207.0
189.8
176.3
165.1
156.9
151.6
150.9
152.8
153.9
154.8
155.7
155.9
157.0
157.9
158.8
158.9
160.3
161.6
162.7
163.1
164.9
166.6
168.2
168.9
171.4
173.7
175.9
177.0
178.9
180.6
182.2
182.8
184.1
185.2
186.3
186.5
187.7
188.8
189.8
190.0
191.1
192.1
193.0
193.0
194.1
195.1
196.0
196.1

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

54

DI Numbers
III.A31.—DI Minor Children of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]

Calendar
period
1980................
1981................
1982................
1983................
1984................
1985................
1986................
1987................
1988................
1989................
1990................
1991................
1992................
1993................
1994................
1995................
1996................
1997................
1998................
1999................
2000................
2001................
2002................
2003................
2004................
2005-I.............
2005-II............
2005-III ..........
2005-IV ..........
2006-I.............
2006-II............
2006-III ..........
2006-IV ..........
2007-I.............
2007-II............
2007-III ..........
2007-IV ..........
2008-I.............
2008-II............
2008-III ..........
2008-IV ..........
2009-I.............
2009-II............
2009-III ..........
2009-IV ..........
2010-I.............
2010-II............
2010-III ..........
2010-IV ..........
2011-I .............
2011-II............
2011-III ..........
2011-IV ..........
2012-I.............
2012-II............
2012-III ..........
2012-IV ..........
2013-I.............
2013-II............
2013-III ..........
2013-IV ..........
2014-I.............
2014-II............
2014-III ..........
2014-IV ..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

1,254.9
1,200.6
1,098.4
935.7
903.8
909.9
948.8
980.5
991.3
987.6
994.4
1,029.0
1,097.7
1,212.3
1,326.2
1,432.2
1,502.0
1,559.3
1,535.9
1,553.1
1,572.0
1,572.1
1,587.8
1,629.7
1,679.8
1,715.2
1,720.7
1,725.9
1,731.0
1,730.8
1,732.7
1,734.5
1,736.3
1,733.2
1,735.8
1,738.4
1,740.9
1,738.4
1,741.8
1,745.0
1,748.1
1,746.2
1,753.1
1,759.7
1,766.1
1,767.0
1,771.4
1,775.5
1,779.5
1,778.3
1,781.4
1,784.4
1,787.3
1,785.1
1,789.4
1,793.5
1,797.4
1,796.1
1,800.1
1,804.0
1,807.6
1,806.1
1,811.0
1,815.6
1,820.1

233.1
202.2
151.8
153.3
172.9
188.5
196.5
191.6
195.6
196.8
216.2
249.5
305.4
316.3
325.8
314.3
310.2
277.3
279.1
283.0
271.0
282.5
316.9
326.2
320.9
80.1
80.1
80.1
75.0
77.1
77.1
77.1
72.2
78.0
78.0
78.0
73.1
78.9
78.9
78.9
73.9
82.9
82.9
82.9
77.7
81.1
81.1
81.1
76.0
80.4
80.4
80.4
75.4
81.9
81.9
81.9
76.7
82.1
82.1
82.1
76.9
83.4
83.4
83.4
78.1

209.55
233.87
267.85
182.90
168.49
148.96
157.41
167.96
183.05
174.94
164.74
156.70
152.58
147.65
147.66
153.87
152.58
177.13
156.31
155.85
158.65
155.74
157.46
154.05
155.15
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50
42.50

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

287.4
304.4
314.5
185.2
166.8
149.6
164.8
180.8
199.4
190.0
181.6
180.8
190.8
202.3
219.9
244.6
252.8
300.8
261.9
264.1
270.9
266.8
275.0
276.2
285.5
74.6
74.8
75.1
75.2
75.2
75.3
75.4
75.3
75.3
75.4
75.5
75.5
75.6
75.7
75.8
75.9
76.0
76.3
76.6
76.7
76.8
77.0
77.2
77.2
77.3
77.4
77.5
77.6
77.6
77.8
78.0
78.0
78.1
78.3
78.4
78.5
78.5
78.7
78.9
79.0

1,200.6
1,098.4
935.7
903.8
909.9
948.8
980.5
991.3
987.6
994.4
1,029.0
1,097.7
1,212.3
1,326.2
1,432.2
1,502.0
1,559.3
1,535.9
1,553.1
1,572.0
1,572.1
1,587.8
1,629.7
1,679.8
1,715.2
1,720.7
1,725.9
1,731.0
1,730.8
1,732.7
1,734.5
1,736.3
1,733.2
1,735.8
1,738.4
1,740.9
1,738.4
1,741.8
1,745.0
1,748.1
1,746.2
1,753.1
1,759.7
1,766.1
1,767.0
1,771.4
1,775.5
1,779.5
1,778.3
1,781.4
1,784.4
1,787.3
1,785.1
1,789.4
1,793.5
1,797.4
1,796.1
1,800.1
1,804.0
1,807.6
1,806.1
1,811.0
1,815.6
1,820.1
1,819.2

12.45
25.84
43.98
53.37
56.74
62.26
71.51
79.63
86.26
93.53
98.62
101.75
105.81
109.71
112.74
115.41
116.87
118.62
123.79
125.16
125.74
127.48
127.29
129.86
132.87
132.41
131.95
131.49
131.02
130.56
130.10
129.63
129.17
128.71
128.24
127.78
127.32
126.85
126.39
125.93
125.47
125.00
124.54
124.08
123.61
123.15
122.69
122.22
121.76
121.30
120.84
120.37
119.91
119.45
118.98
118.52
118.06
117.59
117.13
116.67
116.20
115.74
115.28
114.82
114.35

14.9
28.4
41.1
48.2
51.6
59.1
70.1
78.9
85.2
93.0
101.5
111.7
128.3
145.5
161.5
173.3
182.2
182.2
192.3
196.8
197.7
202.4
207.4
218.1
227.9
227.8
227.7
227.6
226.8
226.2
225.7
225.1
223.9
223.4
222.9
222.5
221.3
221.0
220.6
220.1
219.1
219.1
219.2
219.1
218.4
218.1
217.8
217.5
216.5
216.1
215.6
215.1
214.0
213.7
213.4
213.0
212.0
211.7
211.3
210.9
209.9
209.6
209.3
209.0
208.0

1,185.6
1,070.0
894.5
855.6
858.2
889.7
910.4
912.4
902.4
901.4
927.5
986.0
1,084.0
1,180.7
1,270.7
1,328.6
1,377.1
1,353.7
1,360.8
1,375.2
1,374.4
1,385.4
1,422.3
1,461.6
1,487.3
1,492.8
1,498.2
1,503.4
1,504.1
1,506.5
1,508.9
1,511.2
1,509.3
1,512.4
1,515.5
1,518.4
1,517.1
1,520.8
1,524.5
1,528.0
1,527.1
1,533.9
1,540.6
1,546.9
1,548.6
1,553.2
1,557.7
1,562.0
1,561.7
1,565.3
1,568.8
1,572.1
1,571.0
1,575.6
1,580.1
1,584.4
1,584.1
1,588.4
1,592.7
1,596.8
1,596.2
1,601.4
1,606.3
1,611.1
1,611.2

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

55

Benefit Payments
III.A32.—DI Disabled Children of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]

Calendar
period
1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............
1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............
1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............
1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............
2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............
2005-I.............
2005-II ...........
2005-III..........
2005-IV..........
2006-I.............
2006-II ...........
2006-III..........
2006-IV..........
2007-I.............
2007-II ...........
2007-III..........
2007-IV..........
2008-I.............
2008-II ...........
2008-III..........
2008-IV..........
2009-I.............
2009-II ...........
2009-III..........
2009-IV..........
2010-I.............
2010-II ...........
2010-III..........
2010-IV..........
2011-I.............
2011-II ...........
2011-III ..........
2011-IV..........
2012-I.............
2012-II ...........
2012-III..........
2012-IV..........
2013-I.............
2013-II ...........
2013-III..........
2013-IV..........
2014-I.............
2014-II ...........
2014-III..........
2014-IV..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

32.9
33.6
34.1
32.0
32.7
34.3
36.8
39.6
41.3
42.7
43.8
45.2
47.3
51.7
56.5
60.4
63.9
66.9
68.0
70.4
72.6
73.7
75.5
78.0
82.4
86.8
87.4
87.9
88.5
88.8
89.3
89.8
90.2
90.5
91.0
91.4
91.9
92.1
92.6
93.2
93.7
94.0
94.6
95.2
95.9
96.2
96.8
97.4
98.0
98.3
98.8
99.3
99.8
100.1
100.6
101.1
101.6
101.9
102.4
102.9
103.4
103.7
104.2
104.7
105.2

6.2
5.5
4.2
5.2
5.6
6.7
6.9
6.7
6.6
6.3
6.6
7.5
9.5
10.2
9.7
9.7
9.3
8.5
9.1
9.8
9.6
9.6
11.0
12.3
12.2
3.0
3.0
3.0
2.8
3.0
3.0
3.0
2.8
3.0
3.0
3.0
2.8
3.1
3.1
3.1
2.9
3.3
3.3
3.3
3.1
3.3
3.3
3.3
3.1
3.3
3.3
3.3
3.1
3.3
3.3
3.3
3.1
3.4
3.4
3.4
3.2
3.4
3.4
3.4
3.2

153.05
137.45
174.72
129.23
113.98
109.60
104.21
113.92
118.50
112.20
110.42
110.42
98.47
96.03
94.96
96.41
91.32
103.87
91.75
100.75
109.80
100.62
103.98
93.59
88.24
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50
27.50

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

5.5
5.0
6.3
4.5
4.1
4.1
4.2
4.9
5.3
5.1
5.2
5.4
5.1
5.5
5.8
6.3
6.3
7.4
6.7
7.6
8.5
7.9
8.4
7.9
7.8
2.4
2.4
2.5
2.5
2.5
2.5
2.5
2.5
2.5
2.5
2.6
2.6
2.6
2.6
2.6
2.6
2.6
2.6
2.7
2.7
2.7
2.7
2.7
2.7
2.7
2.8
2.8
2.8
2.8
2.8
2.8
2.8
2.8
2.9
2.9
2.9
2.9
2.9
2.9
2.9

33.6
34.1
32.0
32.7
34.3
36.8
39.6
41.3
42.7
43.8
45.2
47.3
51.7
56.5
60.4
63.9
66.9
68.0
70.4
72.6
73.7
75.5
78.0
82.4
86.8
87.4
87.9
88.5
88.8
89.3
89.8
90.2
90.5
91.0
91.4
91.9
92.1
92.6
93.2
93.7
94.0
94.6
95.2
95.9
96.2
96.8
97.4
98.0
98.3
98.8
99.3
99.8
100.1
100.6
101.1
101.6
101.9
102.4
102.9
103.4
103.7
104.2
104.7
105.2
105.5

19.96
42.25
62.21
76.74
91.19
101.73
124.14
144.09
160.19
176.18
178.17
182.21
187.50
194.13
198.78
205.03
213.46
221.00
226.81
230.29
230.40
232.46
238.13
242.40
254.14
252.74
251.34
249.94
248.54
247.14
245.74
244.34
242.93
241.53
240.13
238.73
237.33
235.93
234.53
233.13
231.73
230.33
228.93
227.52
226.12
224.72
223.32
221.92
220.52
219.12
217.72
216.32
214.92
213.51
212.11
210.71
209.31
207.91
206.51
205.11
203.71
202.31
200.91
199.51
198.10

0.7
1.4
2.0
2.5
3.1
3.7
4.9
6.0
6.8
7.7
8.1
8.6
9.7
11.0
12.0
13.1
14.3
15.0
16.0
16.7
17.0
17.5
18.6
20.0
22.1
22.1
22.1
22.1
22.1
22.1
22.1
22.0
22.0
22.0
22.0
21.9
21.9
21.9
21.9
21.8
21.8
21.8
21.8
21.8
21.8
21.8
21.8
21.7
21.7
21.7
21.6
21.6
21.5
21.5
21.4
21.4
21.3
21.3
21.3
21.2
21.1
21.1
21.0
21.0
20.9

32.9
32.7
30.0
30.2
31.2
33.1
34.6
35.4
35.8
36.1
37.2
38.7
42.0
45.5
48.4
50.8
52.6
53.0
54.4
55.9
56.8
57.9
59.5
62.5
64.7
65.3
65.8
66.4
66.7
67.2
67.7
68.2
68.5
69.0
69.5
69.9
70.2
70.8
71.3
71.8
72.2
72.8
73.4
74.0
74.5
75.1
75.7
76.2
76.6
77.2
77.7
78.2
78.6
79.1
79.7
80.2
80.6
81.1
81.7
82.2
82.6
83.1
83.7
84.2
84.6

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

56

DI Numbers
III.A33.—DI Student Children of Disabled Workers With Benefits In Force,
Awarded, Terminated, Withheld, and In Current-Payment Status
(Calendar years 1980-2004, and calendar quarters 2005-14)
[Numbers in thousands]

Calendar
period
1980................
1981................
1982................
1983................
1984................
1985................
1986................
1987................
1988................
1989................
1990................
1991................
1992................
1993................
1994................
1995................
1996................
1997................
1998................
1999................
2000................
2001................
2002................
2003................
2004................
2005-I.............
2005-II............
2005-III ..........
2005-IV ..........
2006-I.............
2006-II............
2006-III ..........
2006-IV ..........
2007-I.............
2007-II............
2007-III ..........
2007-IV ..........
2008-I.............
2008-II............
2008-III ..........
2008-IV ..........
2009-I.............
2009-II............
2009-III ..........
2009-IV ..........
2010-I.............
2010-II............
2010-III ..........
2010-IV ..........
2011-I .............
2011-II............
2011-III ..........
2011-IV ..........
2012-I.............
2012-II............
2012-III ..........
2012-IV ..........
2013-I.............
2013-II............
2013-III ..........
2013-IV ..........
2014-I.............
2014-II............
2014-III ..........
2014-IV ..........

Gross terminations

In force
beginning
of period

Awards
during period

Rate
(per 1,000)

180.1
181.0
177.2
105.7
62.2
41.0
27.2
26.3
27.0
32.2
31.7
31.8
33.8
37.0
39.1
40.6
41.7
43.9
42.8
45.1
45.4
45.6
46.8
50.4
53.7
48.9
70.7
51.4
30.0
49.7
72.1
52.5
30.7
50.9
74.1
54.0
31.6
52.5
77.2
56.6
33.3
55.3
81.9
60.2
35.5
59.1
85.3
61.9
36.1
59.8
85.6
61.9
36.0
59.4
85.9
62.4
36.4
60.3
87.2
63.4
37.0
61.3
88.6
64.4
37.6

145.9
138.1
104.4
70.6
61.9
55.6
52.5
54.0
61.4
56.7
58.4
60.2
65.9
70.9
74.1
75.6
76.5
75.8
82.4
84.3
81.4
81.5
91.9
96.4
100.6
30.2
24.1
20.1
26.1
30.9
24.7
20.6
26.8
31.9
25.5
21.3
27.6
33.7
27.0
22.5
29.2
36.1
28.9
24.0
31.3
36.3
29.0
24.2
31.4
35.9
28.8
24.0
31.2
36.6
29.3
24.4
31.7
37.2
29.8
24.8
32.2
37.8
30.2
25.2
32.7

573.36
567.52
766.86
809.42
892.61
1,008.32
999.06
998.87
974.80
945.38
957.38
940.60
940.02
949.07
953.75
950.48
928.92
940.32
953.46
962.94
943.58
929.94
952.07
944.96
1,013.42
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00
130.00
525.00
675.00
150.00

Benefits withheld end of period
Number

In force
end of period

Per 1,000 in force
end of period

Number

In current-payment
status end of period

145.1
141.9
175.9
114.1
83.2
69.4
53.5
53.2
56.3
57.2
58.3
58.2
62.7
68.7
72.6
74.5
74.3
77.0
80.1
84.0
81.2
80.3
88.3
93.2
105.3
8.3
43.5
41.5
6.5
8.5
44.4
42.4
6.6
8.7
45.6
43.6
6.8
9.0
47.6
45.8
7.2
9.5
50.6
48.7
7.7
10.0
52.4
50.0
7.8
10.1
52.5
49.9
7.7
10.1
52.8
50.4
7.8
10.3
53.6
51.2
8.0
10.4
54.5
52.0
8.1

181.0
177.2
105.7
62.2
41.0
27.2
26.3
27.0
32.2
31.7
31.8
33.8
37.0
39.1
40.6
41.7
43.9
42.8
45.1
45.4
45.6
46.8
50.4
53.7
48.9
70.7
51.4
30.0
49.7
72.1
52.5
30.7
50.9
74.1
54.0
31.6
52.5
77.2
56.6
33.3
55.3
81.9
60.2
35.5
59.1
85.3
61.9
36.1
59.8
85.6
61.9
36.0
59.4
85.9
62.4
36.4
60.3
87.2
63.4
37.0
61.3
88.6
64.4
37.6
62.3

225.21
159.68
249.35
193.94
222.11
179.76
229.77
253.59
223.83
226.72
241.01
194.39
318.79
269.41
250.65
292.94
252.87
268.73
308.63
188.05
237.57
169.06
127.79
127.54
56.95
105.00
140.00
190.00
132.50
105.00
140.00
190.00
135.00
105.00
140.00
190.00
137.50
105.00
140.00
190.00
140.00
105.00
140.00
190.00
142.50
105.00
140.00
190.00
145.00
105.00
140.00
190.00
147.50
105.00
140.00
190.00
150.00
105.00
140.00
190.00
152.50
105.00
140.00
190.00
155.00

40.8
28.3
26.4
12.1
9.1
4.9
6.0
6.9
7.2
7.2
7.7
6.6
11.8
10.5
10.2
12.2
11.1
11.5
13.9
8.5
10.8
7.9
6.4
6.8
2.8
7.4
7.2
5.7
6.6
7.6
7.4
5.8
6.9
7.8
7.6
6.0
7.2
8.1
7.9
6.3
7.7
8.6
8.4
6.7
8.4
9.0
8.7
6.9
8.7
9.0
8.7
6.8
8.8
9.0
8.7
6.9
9.0
9.2
8.9
7.0
9.3
9.3
9.0
7.1
9.7

140.2
148.9
79.3
50.1
31.9
22.3
20.3
20.2
25.0
24.5
24.1
27.2
25.2
28.6
30.4
29.5
32.8
31.3
31.2
36.8
34.7
38.9
43.9
46.8
46.1
63.3
44.2
24.3
43.1
64.6
45.2
24.9
44.0
66.3
46.5
25.6
45.3
69.1
48.6
27.0
47.6
73.3
51.7
28.7
50.7
76.4
53.3
29.3
51.1
76.6
53.2
29.1
50.6
76.9
53.7
29.5
51.3
78.1
54.5
30.0
51.9
79.3
55.4
30.5
52.6

Sources:
• Historical number in force from 1-A Table In Force Supplement; future number in force computed by adding awards to number in force at beginning of period, and subtracting
number of terminations.
• Historical awards based on SSA administrative records; future quarterly awards interpolated from annual awards (shown earlier).
• Historical termination rates computed as ratio of (a) terminations, to (b) exposure of in force population during the period; future termination rates projected based on historical
trend and judgment.
• Historical number of terminations computed as beginning-of-period in force plus awards minus end-of-period in force; future number of terminations computed by applying termination rate to exposure of in force population during the period.
• Historical percentage of benefits withheld computed by dividing number withheld by end-of-period in force; future withheld percentages projected based on historical trend and
judgment.
• Historical number of benefits withheld computed as end-of-period in force minus number in current-payment status; future number of benefits withheld computed by applying
withheld percentage to end-of-period in force.
• Historical number of benefits in current-payment status from 1-A Table Current-Payment Supplement; future number of benefits in current-payment status computed as end-ofperiod in force minus number withheld.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

57

Benefit Payments

B. NUMBER OF OLD-AGE AND SURVIVORS INSURANCE (OASI) BENEFICIARIES
1. Fully Insured Beneficiaries Aged 60 or Older
Tables III.B1 through III.B3 show, respectively, the Social
Security area population, the fully insured population, and
the percentage of the population that is fully insured, all for
ages 60 or older. Of the fully insured OASI beneficiaries
aged 60 or older, about 99.75 percent consist of retired workers, aged spouses of retired workers, or aged widow(er)s of
deceased workers. (The remainder are primarily disabled
widow(er)s, but young widow(er)s and young spouses are
also represented.) As a first step, entitlements for these three
beneficiary groups are processed together, on an age- and
gender-specific basis. More details on the projection process
for this combined group are presented in the following subsections, with relevant data appearing in tables III.B4
through III.B23.

Although the insured aged spouses and widow(er)s could
become retired workers at any time (after age 62), many
choose to delay that conversion. This may result in a higher
ultimate benefit.
a. In Force
Persons who have received an OASI benefit award and not
been terminated for any reason are described as being in
force, or, alternately, as being entitled to an OASI benefit.
The number in force for the combined fully insured group
described above (retired workers, aged widow(er)s, and aged
spouses) is projected on a cohort basis for single years of age
60 through 94, where ages 60 and 61 consist only of aged
widow(er)s, and ages 95 or older are handled as a single
group. The method is to take the number in force at the end
of any given calendar year, add projected awards, apply projected termination rates, and arrive at a number in force for
the end of the following calendar year. Termination rates are
determined based on historical trends, and on the projected
mortality rates of the aged population, since a large proportion of the latter is insured and receives a benefit in one of
our three categories. The final step of the process is to redistribute the single year of age number in force among the
three separate beneficiary types, and proportions needed for
this purpose are based on historical trends in the observed
proportions among the three groups. Tables III.B4, III.B5,
and III.B6 show the number in force by age group for,
respectively, retired workers, insured widow(er)s, and
insured spouses. At the end of 2004, the retired workers
formed about 93.9 percent of the combined group, aged
widow(er)s about 5.6 percent, and aged spouses only
0.5 percent.

The number of male retired workers in force is projected to
grow 30 percent over the next 10 years, from 15.5 million in

58

2004 to 20.1 million in 2014. Female retired workers in force
are expected to grow 34 percent over the same period, from
14.6 million to 19.5 million in 2014, when they will form
49 percent of the total. Among the insured widow(er)s and
insured spouses in force, females form the overwhelming
majority, or currently 98 percent in each category. Insured
widows in force are expected to grow 13 percent, from
1.8 million at the end of 2004 to 2.0 million by the end of
2014. Insured wives in force are expected to grow 36 percent, from 163 thousand in 2004 to 222 thousand in 2014.
For insured widowers, the comparable figures are from 35.5
thousand in 2004 to 51.8 thousand by 2014; for insured husbands, from 2.7 thousand in 2004 to 3.4 thousand by 2014.
Table III.B7 shows, by 5-year age groups, the total number
of fully insured, 60 or older individuals who are in force
either as a disability beneficiary or as one of the three beneficiary types considered above. Table III.B8 shows the analogous in force percentages, for the same combined group,
out of the fully insured population. The figures are less than
100 percent at ages under 70, since many workers delay their
retirement beyond the first possible date (age 62 for retired
workers or aged spouses; age 60 for aged widow(er)s). The
figures are near 100 percent for virtually all ages 70 or older.
Percentages occasionally are not exactly 100 percent due to
discrepancies in the underlying population and fully insured
worker data.
b. Awards: Establishing the Fully Insured Population
In projecting the number of fully insured awards for our
combined group of retired workers, aged widows, and aged
spouses, the most important task is to determine the fully
insured population, since this is precisely our exposure
group, restricted to those of sufficient age who have not yet
received an award. The steps in the development of the fully
insured population were discussed earlier.

Table III.B2 shows the fully insured population by age
groups, and table III.B3 shows the analogous fully insured
rates. The overall male fully insured rate for those 60 or
older has been in excess of 92 percent since 1980, and is projected to grow from 93.8 percent at the end of 2004 to
94.9 percent by the end of 2014. The female rate has grown
continuously from 60.2 percent in 1980 to 73.7 percent at the
end of 2004, and it is expected to reach 81.6 percent by the
end of 2014.
c. Awards: Establishing Retirement Rates
Awards to retired workers, insured widow(er)s, and insured
spouses are covered in tables III.B9 through III.B12. The
number of awards for the combined group is calculated at
each year of age by applying a rate of “retirement” to the
fully insured population, after subtracting the number of
workers who are already entitled. The term “retirement”, as

OASI Numbers

used here and in the sequel, refers simply to a benefit award
of one of these three types, and not necessarily to an end of
labor force participation. In determining the number eligible
at the end of any calendar year, we must subtract from the
fully insured population not only the number who have
already retired, but also the number who have received a disabled worker benefit. Table III.B9 shows retirement rates for
retired workers, insured widow(er)s, and insured spouses
combined. Tables III.B10, III.B11, and III.B12 show actual
awards for the three groups separately.
Retirement rates by single year of age are developed by analysis of historical trends. Especially significant in recent
years is the effect of the elimination of the earnings test in
2000, for those of full retirement age or older. In table III.B9,
note the sharp spike in retirement rates which occurs in 2000
for ages 65 through 69; for age 65, this spike persists through
2003 with only a slight reduction, but for ages 66 through 69,
we see a drop, almost back to pre-2000 levels, for the years
2001 to 2003. Significant for the years 2004-10 is the effect
of the legislated increase in NRA (normal retirement age);
this can be seen in table III.B9 as a crossover in the age of
maximal retirement rate from 65 to 66, starting abruptly in
2004, especially for males, and continuing over the years
2005-10.
The retirement rates in table III.B9 are far lower for ages 60
and 61 than for higher ages, since only insured widows and
widowers may retire at these ages. At age 62, when retired
worker and aged spouse benefits are first available, the table
shows that in 2004, about 37 percent of males and 45 percent
of females chose to retire, and these rates are expected to
remain roughly at the same levels throughout the projection
period. Retirement rates are sharply lower for ages 63 and
64, as compared to age 62, for both the historical and the
projection period. But at normal retirement age, already in
the process of advancing from 65 to 66, at least three-quarters of those eligible to retire choose to do so.
d. Withheld
Benefits to retired workers (and most other beneficiaries)
who have not reached NRA may be withheld if beneficiaries
have earnings in excess of the exempt amounts. (Prior to
2000, any beneficiary under age 70 could be withheld for the
same reason.) In addition, benefits at any age may be withheld for other reasons, such as an unknown address or
receipt of a government pension. Table III.B13 summarizes
the number of retired workers with benefits withheld at the
end of each year, while table III.B14 shows the number withheld as a percentage of retired workers in force. Tables
III.B15, III.B16, III.B17, and III.B18 show comparable figures for insured widow(er)s and insured spouses. For each
type of beneficiary, projected withheld numbers are
obtained, for each sex and single year of age, by subtracting

projected numbers in current-payment status (discussed
below) from projected numbers in force.
As indicated in table III.B14, the number of retired workers
with benefits withheld relative to the size of the total number
of workers with benefits in force has experienced several
drops over the past 25 years. These drops have generally
been in response to legislation that provided a more generous
treatment of earnings for beneficiaries who have attained
NRA. In 1983 the maximum age for the application of the
earnings test dropped from 72 to 70. In 1990, the rate at
which earnings above the exempt amount are withheld from
benefits changed from $1 withheld for each $2 of earnings
over the exempt amount to $1 for every $3 of such earnings.
Finally, in 2000, the maximum age for the application of the
earnings test was reduced from 70 to NRA. The fraction of
retired workers with benefits withheld is projected to gradually increase in the future along with the scheduled increases
in the NRA.
e. Current-Payment Status
Projected numbers of retired workers, insured widow(er)s,
and insured spouses in current-payment status are shown,
respectively, in tables III.B19, III.B20, and III.B21. These
numbers are derived separately for the three beneficiary
types, on a single year of age basis, and are based largely on
historical in current-payment to in force ratios.

The total number of retired workers in current-payment status is projected to increase steadily from 30.0 million at the
end of 2004 to 39.4 million by the end of 2014. The number
of insured widow(er)s in current-payment status decreased
sharply in 1997 (table III.B20), as a result of an administrative effort to identify and inform widow(er) beneficiaries
who would receive a higher benefit on their own earnings.
The above change is also reflected as a decrease in the number of insured widow(er)s in force (table III.B5). A corresponding increase in the number of retired workers in
current-payment status took place at the same time, even
though it is not noticeable due to the relative large magnitude
of the number of retired workers. The total number of
insured widow(er)s in current-payment status is also projected to increase steadily over the years 2004-14, from 1.8
million at the end of 2004 to 2.0 million by the end of 2014.
The number of insured spouses is expected to grow from
about 163,000 at the end of 2004 to 220,000 by the end of
2014.
f. Semiannual Retired Worker Projections
Tables III.B22 and III.B23 show the projected numbers of
retired workers in force and in current-payment status,
respectively, at the end of each six-month period. The projected end-of June numbers are determined by analyzing historical end-of-June numbers, especially as these numbers

59

Benefit Payments

compare to the corresponding numbers from the previous
December and the following December. For each table, the
last column for males, and similarly for females, shows the
percentage of the annual change, in either in force or in current-payment status numbers, which occurred during the previous six months. It is striking that during the years 1975-99,
most of the new beneficiaries in current-payment status, in
any given year, joined the rolls during the second half of the
year. In fact, over the period 1990-99, 70 percent of the
males did so, on average, and 67 percent of the females. In
2000, though, these percentages plummeted to 28 percent for
males and 38 percent for females, with a gradual return to 56
or 57 percent over the next four years. The 2000 effect is
attributable to the repeal of the retirement earnings test, for
those 65 or older; starting then, workers 65 or older could
retire, yet still work with no withholding of benefits. The
percentage gradually goes back up, once the 65 or older
group have chosen to retire, because the earnings test is still
in effect for those under age 65. Of course, over the years
2004-10, the minimum age for no retirement test penalties is
increasing with NRA, and by 2010 will reach 66.
2. Minor Children
Numbers of minor children of retired and deceased workers
are related to the non-orphan and orphan populations,
respectively. Table III.B24 shows the population under age
18, split into non-orphan and orphan groups, in four age
groups (0-4, 5-9, 10-14, and 15-17).

The number in force for minor children of retired workers,
often referred to as “minor life” children, is projected by single year of age, at the end of each calendar year, by adding
awards for minor life children to the number of such children
in force at the end of the previous year, and applying termination rates. Table III.B25 summarizes the number of minor
life children in force, by age group.
The projected number of awards to minor life children is
based on award rates relative to the non-orphan population.
These rates are shown in table III.B26. The number of
awards to minor life children, shown in table III.B27, is projected to remain relatively stable throughout the projection
period.
The derivation of the number of minor life children in current-payment status from the number in force is summarized
in tables III.B28 and III.B29. Single year of age withheld
rates from recent history are applied against projected numbers in force, to obtain projected withheld numbers; the latter
are subtracted from projected in force numbers to arrive at
projected numbers in current-payment status.
The number of minor life children in current-payment status
is projected to increase gradually, from 277 thousand at end
of 2004 to 281 thousand by the end of 2014.

60

In force numbers for minor children of deceased workers, or
“minor survivor” children, are projected by single year of
age using methods similar to those used for minor life children. Table III.B30 shows the projected number of minor
survivor children in force, and that number as a percentage
of the orphan population.
The projected number of awards to minor survivor children
is based on award rates relative to the orphan population.
These rates, shown in table III.B31, decreased from 1996
through 1998, possibly due to the dependency test for stepchildren. The number of awards to minor survivor children
(shown in table III.B32) is projected to remain close to its
2004 level of slightly under 200 thousand.
The derivation of the number of minor survivor children in
current-payment status from the number in force is summarized in tables III.B33 and III.B34. Projected numbers in
those tables are determined in a manner similar to that for
minor life children.
The number of minor survivor children in current-payment
status is projected to decrease from 1,339 thousand currently
to 1,223 thousand by the end of 2014.
3. Disabled Children
Disabled children of retired and deceased workers, often
known as “disabled life” and “disabled survivor” children,
respectively, are processed in relation to the uninsured population aged 18 or older. This population is shown in
table III.B35. In force numbers for both groups are projected
by single year of age, at the end of each calendar year, by
adding disabled-child awards to the number in force at the
end of the previous year, and applying termination rates.
Tables III.B36 and III.B37 show the results, by 5-year age
groups, for disabled life children and disabled survivor children, respectively.

Projected award numbers for disabled life or survivor children are based upon historically established award rates, relative to the uninsured population. Award rates for disabled
life children (shown in table III.B38) as well as the number
of awards (shown in table III.B39) are projected to remain
fairly stable during the next 10 years. Likewise, award rates
for disabled survivor children (shown in table III.B40) as
well as number of awards (shown in table III.B41), are projected to remain close to recent levels.
The derivation of the numbers of disabled life and disabled
survivor children in current-payment status from the numbers in force is shown in tables III.B42, III.B43, and III.B44
(for disabled life children) and in tables III.B45, III.B46, and
III.B47 (for disabled survivor children). Projected numbers
in those tables are determined in a manner similar to that for
minor life and minor survivor children.

OASI Numbers

The number of disabled life children in current-payment status is projected to increase slightly from the present level of
191 thousand to 199 thousand by 2014. Disabled survivor
children are projected to increase from 503 thousand currently to 573 thousand by the end of 2014.
4. Student Children
Tables III.B48 and III.B49 show a variety of historical and
projected data on “student life” children and “student survivor” children, respectively. These terms, as well as the projection methods used, are similar to those discussed above
for minor and disabled children. Note that over the period
from 1981 to 1985, award numbers, as well as numbers in
force and in current-payment status, dropped precipitously to
30 percent (or less) of their former values. This occurred
because of a gradual phasing out of student child benefits for
children aged 19 through 21; now, almost all student children are aged 18. As a result, the relative turnover in the student child population is quite large as compared to other
beneficiary types; in fact, the number of awards in recent
years has exceeded the number in force. Award rates for student children of both types are projected to remain close to
their current levels over the next 10 years. Current-payment
status numbers are expected to increase very slightly.
5. Semiannual Child Projections
Tables III.B50 and III.B51 show the semiannual projected
number of children of retired workers in force and in currentpayment status, respectively. Projected end-of-June numbers
are found by determining the “excess” of each recent end-ofJune number (whether positive or negative) as compared to
the average of the numbers from the preceding and the following Decembers. The historical trend in these excesses is
then carried into the future and applied against projected
December averages. The semiannual number of children of
deceased workers is projected in a similar manner and shown
in tables III.B52 and III.B53.
6. Young Spouses
Young wife and young husband beneficiaries are spouses of
retired workers who are entitled to a benefit because they are
the parents of an eligible child, that is, a child of a retired
worker who is either under 16 or disabled. Young spouses
are projected by sex and single year of age, at the end of each
calendar year, by adding the young spouse awards to the
number of young spouses in force at the end of the previous
calendar year, and applying termination rates. Table III.B54
summarizes the number of young spouses of retired workers
in force, by age group.

Awards to young wives and young husbands are projected
using award rates that relate the number of young spouse
awards to the number of awards to eligible children (defined
above). The award rates (awards per 1,000 eligible child

awards) are shown in table III.B55. The number of awards to
young spouses (shown in table III.B56) is projected to
remain stable throughout the projection period.
The derivation of the number of young spouses of retired
workers in current-payment status from the number in force
is shown in tables III.B57, III.B58, and III.B59. Projected
withheld rates are based upon rates from the most recent historical year, as can be seen in table III.B57. These rates are
multiplied against projected numbers in force, by single year
of age, to produce projected withheld numbers. The analogous 5-year age group version appears in table III.B58.
Finally, withheld numbers are subtracted from in force numbers to produce current-payment numbers, and table III.B59
shows the 5-year age group version.
The number of young wife beneficiaries with benefits in current-payment status, as shown in table III.B59, has undergone a 25-year period of decline, but is projected to stabilize
during the projection period at a figure close to 50 thousand.
Numbers of young husbands in current-payment status are
extremely small by comparison, never over 200, and fewer
than 100 for the projected years.
7. Mothers and Fathers
Mother and father beneficiaries, also referred to as young
widows and widowers, are widows or widowers of deceased
workers who are entitled to a benefit because they are the
parents of an eligible child, that is, a child of a deceased
worker who is either under 16 or disabled. Mothers and
fathers are projected by sex and single year of age, at the end
of each calendar year, by adding mother or father awards to
the number of mothers or fathers in force at the end of the
previous calendar year, and applying termination rates.
Table III.B60 summarizes the number of mothers and fathers
in force by age group.

Awards to mothers and fathers are projected using award
rates that relate the number of such awards to the number of
corresponding awards to eligible children (defined above).
These rates, given as awards per 1,000 eligible child awards,
are shown in table III.B61. The number of awards to mothers
and fathers, shown in table III.B62, has been declining over
the past 25 years, especially for females, but is projected to
stabilize during the projection period.
The derivation of the number of mothers or fathers in current-payment status from the number in force is shown in
tables III.B63, III.B64, and III.B65. Projected withheld rates
are based upon rates from the most recent historical year, as
can be seen in table III.B63. These rates are multiplied
against projected in force numbers, by single year of age, to
produce projected withheld numbers. The analogous 5-year
age group numbers appear in table III.B64. Finally, the number withheld is subtracted from the number in force to pro-

61

Benefit Payments

duce the number in current-payment status. Table III.B65
shows the number in current-payment status by 5-year age
groups.
The number of mother beneficiaries with benefits in currentpayment status has historically been about three times the
analogous number for young wives, and has also been
declining over the last 25 years. Declines are projected to
continue, although at a reduced rate, over the next 10 years,
from 173 thousand at the end of 2004 to 149 thousand by the
end of 2014 (see table III.B65.) The number of father beneficiaries in current-payment status has remained fairly stable
at about 10 or 11 thousand since 1996, and is projected to
continue in this range through 2014.
8. Semiannual Young Spouses and Mothers and Fathers
Semiannual numbers for young wives, young husbands,
mothers, and fathers are projected using the same method as
that used for children of retired or deceased workers. Tables
III.B66 and III.B67 show the projected number of young
wife and young husband beneficiaries, respectively, and that
number as a percentage of the eligible child beneficiaries.
Tables III.B68 and III.B69 show the projected number of
mother and father beneficiaries, respectively, and that number as a percentage of the eligible child beneficiaries.
9. Disabled Widows and Widowers
A disabled individual who is at least 50 years old but not yet
full retirement age, and who is the survivor of an insured
worker, is eligible for an OASI disabled widow(er) benefit.
Such a benefit may continue up to full retirement age; at that
time, those entitled to such benefits are generally converted
to an aged widow(er) benefit. Disabled widows and widowers in force are projected by sex and single year of age, at the
end of each calendar year, by adding the disabled widow(er)
awards to the number of disabled widow(er)s in force at the
end of the previous calendar year, and applying termination
rates. Table III.B70 shows the number of disabled
widow(er)s in force by age group.

Awards to disabled widow(er)s are projected using award
rates that relate the number of awards to disabled widow(er)s
to the uninsured population. (This method may be changed
in the future, since microsimulation studies indicate that
since 2001, more than 60 percent of those entitled as disabled widows are fully insured.) These award rates are
shown in table III.B71, and the number of awards to disabled
widow(er)s is shown by 5-year age groups in table III.B72.
The derivation of the number of disabled widow(er)s in current-payment status from the number in force is shown in
tables III.B73, III.B74, and III.B75. Projected withheld rates
are based upon rates from the most recent historical year, as
can be seen in table III.B73. These rates are then multiplied
against projected in force numbers, by single year of age, to

62

produce projected withheld numbers. The analogous 5-year
age group numbers appear in table III.B74. Finally, the number withheld is subtracted from the number in force to produce the number in current-payment status. Table III.B75
shows the number in current-payment status by 5-year age
groups.
The number of disabled widows and widowers in currentpayment status increased substantially beginning in 1991,
due to a liberalization in the definition of disability that
became effective in that year. Increases continued throughout the 1990s. The projections indicate, however, that the
number of disabled widows in current-payment status will
level off and then diminish slightly during the next 10 years,
ending up in 2014 at 202,000. For disabled widowers,
growth is expected to continue, from 6.4 thousand in currentpayment status in 2004 to 9.5 thousand in 2014.
10. Uninsured Aged Spouses
An individual who is at least 62 years old, and who is the
spouse of a retired worker, is eligible for an OASI aged
spouse benefit. About 6 percent of such beneficiaries are
fully insured; this subgroup was discussed earlier, in the
paragraphs describing the projection methods for fully
insured workers. The remaining group of uninsured aged
spouses are processed separately, as we now describe: Uninsured aged spouses in force are projected by sex and single
year of age, at the end of each calendar year, by adding
awards during the year to the number in force at the end of
the previous year, and applying termination rates.
Table III.B76 shows the number of uninsured aged spouses
in force, by age group.

Awards to uninsured aged spouses are projected, also by sex
and single year of age, using award rates that relate the number of awards in each cohort to the uninsured population.
Age group versions of these award rates are shown in
table III.B77, while table III.B78 shows the actual awards by
age group.
The derivation of the number of uninsured aged spouses in
current-payment status from the number in force is shown in
tables III.B79, III.B80, and III.B81. Projected withheld rates
are based upon rates from the most recent historical year, as
can be seen in table III.B79. These rates are then multiplied
against projected in force numbers, by single year of age, to
produce projected withheld numbers. The analogous 5-year
age group numbers appear in table III.B80. Finally, the number withheld is subtracted from the number in force to produce the number in current-payment status. Table III.B81
shows the number in current-payment status by 5-year age
groups.
The number of uninsured aged wives in current-payment status has declined about 18 percent over the last 10 years,

OASI Numbers

understandable in part from a parallel decline in the uninsured female population. Over the next 10 years, this number
is expected to continue dropping, but at a slower rate, with
an additional 6 percent drop by 2014. Uninsured aged husbands in current-payment status, whose ranks total less than
2 percent of their female counterparts, have increased about
25 percent over the last 10 years, but are expected to level
off, more or less, over the next 10 years.
Table III.B82 shows a breakdown of all aged spouses in
force according to insured status, as well as by major age
group (62-64, 65 or older, and total). Table III.B83 gives a
similar breakdown for aged spouses in current-payment status.
11. Uninsured Aged Widows and Widowers
An individual who is at least 60 years old, and who is the
survivor of an insured worker, is eligible for an OASI aged
widow(er)’s benefit. About 38 percent of such beneficiaries
are fully insured; this subgroup was discussed earlier, in the
paragraphs describing the projection methods for fully
insured workers. The remaining group of uninsured aged
widows and widowers are processed separately, as we now
describe: Uninsured aged widow(er)s in force are projected
by sex and single year of age, at the end of each calendar
year, by adding awards during the year to the number in
force at the end of the previous year, and applying termination rates. Table III.B84 shows the number of uninsured aged
widow(er)s in force, by age group.

Awards to uninsured aged widow(er)s are projected, also by
sex and single year of age, using award rates that relate the
number of awards in each cohort to the uninsured population. Age group versions of these award rates are shown in
table III.B85, while table III.B86 shows the actual awards by
age group.
The derivation of the number of uninsured aged widow(er)s
in current-payment status from the number in force is shown
in tables III.B87, III.B88, and III.B89. Projected withheld
rates are based upon rates from the most recent historical
year, as can be seen in table III.B87. These rates are then
multiplied against projected in force numbers, by single year
of age, to produce projected withheld numbers. The analogous 5-year age group numbers appear in table III.B88.
Finally, the number withheld is subtracted from the number
in force to produce the number in current-payment status.
Table III.B89 shows the number in current-payment status
by 5-year age groups.
For the last 30 years, over 99 percent of the uninsured aged
widows and widowers in current-payment status have been
female, and the total number of these has dropped almost 20
percent over the last 10 years. Another drop of about 20 percent is projected for the next 10 years. Both drops can be

understood in part as an offshoot of the rapid rise in the 60 or
older female fully insured rate, from 67 percent in 1994 to 74
percent in 2004, and projected to be 82 percent in 2014. The
uninsured aged widowers, on the other hand, are expected to
remain at fairly stable levels over the course of the projection
period.
Table III.B90 shows a breakdown of all aged widow(er)s in
force according to insured status, as well as by major age
group (60-64, 65 or older, and total). Table III.B91 gives a
similar breakdown for aged widow(er)s in current-payment
status.
12. Parents
A person who is the parent of a deceased insured worker, and
who is not insured on his or her own earnings record, is eligible for a parent’s benefit. Numbers of parents in current-payment status are tiny as compared to aged survivors overall; in
2004 they formed less than 0.05 percent of aged survivors in
current-payment status. In addition, parents’ numbers are
rapidly shrinking, with the number in current-payment status
being less than half of the number from 10 years ago (attributable largely to the rapid growth in the insured rate among
the aged, especially among females). For these reasons, benefits in force are projected, not by single year of age, but by
applying attenuation factors, one for males and another for
females, to the corresponding number of parent beneficiaries
in force 6 months earlier. Table III.B92 shows the projected
numbers of parent beneficiaries in force, and the ratio of
each number to the corresponding number from 6 months
earlier. It also shows the number of parent beneficiaries
withheld and in current-payment status.

The number of parent beneficiaries in current-payment status
is projected to continue declining, from 2.1 thousand currently to 1.2 thousand by the end of 2014. About that time,
the numbers are expected to stabilize, as the level becomes
so low that the number of terminations (based largely on
mortality) roughly equals the number of awards.
13. Special Age-72 Beneficiaries
Starting in the late 1960s, a special category of benefit was
established for certain men born prior to 1900 and women
born prior to 1898. The target group consisted of people
who, mostly because of their age, did not have sufficient
quarters of coverage to qualify for retired worker benefits in
the usual way. These beneficiaries became known as “special
age-72” beneficiaries, or as “Prouty” beneficiaries, after the
senator who introduced the legislation. The number of special age-72 beneficiaries (including special wife beneficiaries) is projected in a manner similar to that for parent
beneficiaries. Since this is virtually a closed group, the ratios
of succeeding numbers of beneficiaries are calculated based
on survival rates. Table III.B93 shows the projected number

63

Benefit Payments

100 percent since 1980, the analogous number for dependents reflects a drop of 18 percent since 1980, while survivors show a drop of 16 percent. Figure 3 on page 159
illustrates, for end-of-year 2004 alone, various numbers from
table III.B94 as well as the relative proportions of beneficiaries by type.

of special age-72 beneficiaries in force, and the ratio of each
number to the corresponding number from 6 months earlier.
It also shows the numbers of special age-72 beneficiaries
withheld and in current-payment status.
The number of special age-72 beneficiaries in current-payment status is projected to continue declining rapidly, from
fewer than 10 currently (all aged 103 or more) to none by the
end of 2005.

The total number of OASDI beneficiaries in current-payment status is projected to increase from about 47.7 million
at the end of 2004 to nearly 59.0 million by the end of 2014.
From 1994 to 2004, the number of disabled workers and
auxiliaries increased by 42 percent, and from 2004 to 2014,
this number is projected to increase by 28 percent, from
7.9 million to 10.2 million. The number of OASI beneficiaries increased by nearly 7 percent from 1994 to 2004, and it
is projected to increase by 23 percent, from 39.7 million to
48.8 million, during the subsequent 10 years.

14. OASDI Beneficiaries
Table III.B94 summarizes numbers in current-payment status for several categories of OASDI beneficiaries. Figure 2
illustrates the growth in the same numbers, over the period
1975-2014, for three broad categories: retired workers
(including Prouties), dependents, and survivors. It is noteworthy that while the projected number of retired workers in
current-payment status in 2014 reflects an increase of about

Figure 2.—OASI Beneficiaries in Current-Payment Status, as of December 31, 1975-2014
[In millions]
60.0

Historical

55.0

Survivors

50.0

Family members

Estimated

45.0
40.0

Retired workers (Includes
Special Age-72 beneficiaries)

35.0
30.0
25.0
20.0
15.0
10.0
5.0
0.0
1975

1978

1981

1984

1987

1990

1993

1996

1999

2002

2005

Calendar year
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

64

2008

2011

2014

OASI Numbers
III.B1.—Population in the Social Security Area, Age 60 or Older
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

2,955.3
3,291.8
3,574.5

75-79
Male
1,916.4
2,191.3
2,497.4

1980...............
1985...............
1990...............

2,091.8
2,120.1
2,086.5

2,834.7
3,049.9
3,048.0

3,995.1
4,306.4
4,565.6

1,084.0
1,238.4
1,428.2

518.3
567.5
652.9

167.4
200.6
217.2

36.8
49.2
56.3

15,599.7
17,015.2
18,126.4

1995...............
1996...............
1997...............
1998...............
1999...............

2,072.4
2,083.5
2,138.8
2,211.3
2,239.5

2,890.7
2,902.3
2,940.2
3,000.1
3,069.1

4,627.6
4,599.6
4,553.4
4,502.6
4,503.4

3,905.5
3,918.9
3,958.3
3,963.9
3,960.3

2,765.5
2,866.9
2,934.4
3,005.4
3,065.3

1,686.0
1,720.0
1,751.4
1,783.4
1,817.6

770.3
796.9
828.5
860.4
893.4

251.4
258.0
266.8
275.8
283.8

60.0
60.7
61.3
62.4
63.3

19,029.5
19,206.8
19,433.1
19,665.4
19,895.8

2000...............
2001...............
2002...............
2003...............
2004...............

2,289.8
2,399.5
2,555.2
2,675.1
2,724.3

3,120.6
3,191.1
3,279.1
3,417.6
3,602.2

4,512.9
4,540.8
4,601.9
4,701.2
4,809.8

3,962.5
3,947.6
3,918.4
3,896.7
3,897.2

3,083.2
3,093.9
3,115.6
3,134.0
3,143.2

1,904.8
1,983.5
2,017.6
2,052.1
2,104.9

935.1
977.2
1,020.9
1,034.7
1,034.8

297.8
315.2
334.7
345.7
358.3

65.3
67.8
70.7
71.7
72.8

20,172.1
20,516.6
20,914.1
21,328.8
21,747.5

2005...............
2006...............
2007...............
2008...............
2009...............

2,798.5
3,022.4
3,297.3
3,425.3
3,474.6

3,789.7
3,917.8
4,028.8
4,258.5
4,588.3

4,934.3
5,124.2
5,367.5
5,611.6
5,831.5

3,916.9
3,949.2
4,011.9
4,105.8
4,207.5

3,154.7
3,156.6
3,144.4
3,134.4
3,143.2

2,133.1
2,151.9
2,176.9
2,195.8
2,209.4

1,059.4
1,087.4
1,105.4
1,127.2
1,158.5

364.2
369.1
376.3
381.5
381.8

73.5
74.8
77.0
79.0
81.6

22,224.3
22,853.4
23,585.6
24,319.1
25,076.4

2010...............
2011...............
2012...............
2013...............
2014...............

3,541.6
3,587.1
3,648.8
3,765.4
3,928.6

4,867.1
5,027.1
5,106.8
5,187.4
5,278.9

6,076.0
6,405.3
6,767.8
7,103.0
7,456.4

4,322.5
4,494.5
4,714.2
4,934.2
5,132.0

3,167.2
3,200.3
3,257.9
3,340.7
3,430.6

2,224.4
2,231.8
2,229.5
2,229.0
2,243.3

1,177.7
1,192.2
1,210.1
1,224.8
1,237.6

392.5
404.9
413.4
423.4
436.8

82.6
83.8
86.0
87.8
88.7

25,851.4
26,627.0
27,434.5
28,295.7
29,233.0

1980...............
1985...............
1990...............

2,311.6
2,402.9
2,283.7

3,249.0
3,533.0
3,451.3

4,900.8
5,230.8
5,599.7

4,060.6
4,443.8
4,752.2

Female
3,058.2
3,467.5
3,811.0

2,076.2
2,374.7
2,696.4

1,179.8
1,351.9
1,564.8

441.1
581.5
670.6

116.4
169.3
219.0

21,393.6
23,555.4
25,048.6

1995...............
1996...............
1997...............
1998...............
1999...............

2,230.0
2,235.7
2,285.8
2,358.5
2,387.2

3,197.7
3,197.1
3,224.6
3,275.1
3,337.6

5,411.2
5,342.6
5,260.8
5,176.3
5,146.1

5,102.5
5,071.6
5,070.7
5,026.0
4,965.1

4,068.7
4,183.8
4,257.4
4,328.3
4,381.8

2,989.3
3,024.7
3,039.3
3,060.9
3,089.8

1,794.7
1,829.1
1,874.4
1,912.9
1,946.6

788.2
806.2
829.2
847.5
859.9

261.7
268.1
273.6
279.0
281.7

25,843.9
25,958.9
26,115.9
26,264.5
26,395.9

2000...............
2001...............
2002...............
2003...............
2004...............

2,442.1
2,561.4
2,723.0
2,838.4
2,879.3

3,385.2
3,456.2
3,552.3
3,704.2
3,897.7

5,143.2
5,160.0
5,211.6
5,294.8
5,392.1

4,934.6
4,890.8
4,833.8
4,774.3
4,740.3

4,388.7
4,374.6
4,375.1
4,353.1
4,312.0

3,186.7
3,280.0
3,320.7
3,351.1
3,411.0

1,990.9
2,036.1
2,073.7
2,083.4
2,073.4

885.9
910.9
942.4
955.5
969.5

287.8
294.7
302.6
304.1
305.4

26,645.1
26,964.8
27,335.2
27,658.9
27,980.8

2005...............
2006...............
2007...............
2008...............
2009...............

2,949.4
3,180.9
3,474.6
3,617.5
3,664.6

4,084.9
4,205.0
4,307.8
4,541.5
4,892.0

5,514.6
5,711.8
5,968.0
6,222.8
6,445.6

4,728.4
4,734.4
4,776.0
4,853.4
4,944.8

4,275.3
4,232.6
4,176.5
4,126.8
4,100.9

3,425.8
3,419.1
3,416.0
3,399.6
3,371.1

2,104.8
2,140.4
2,160.7
2,181.9
2,221.6

971.9
974.0
975.1
980.0
975.7

306.6
306.4
310.3
312.8
316.3

28,361.7
28,904.6
29,565.1
30,236.4
30,932.6

2010...............
2011...............
2012...............
2013...............
2014...............

3,725.6
3,776.6
3,846.7
3,964.4
4,118.3

5,195.2
5,364.9
5,442.2
5,522.6
5,622.3

6,688.9
7,022.7
7,401.6
7,760.7
8,138.3

5,058.7
5,240.9
5,478.2
5,714.0
5,920.1

4,094.5
4,103.2
4,142.9
4,214.0
4,298.0

3,346.8
3,317.5
3,278.0
3,244.3
3,231.1

2,234.3
2,233.5
2,234.8
2,228.2
2,215.8

993.6
1,013.6
1,025.6
1,038.8
1,060.5

316.6
317.2
319.6
323.2
324.2

31,654.0
32,390.1
33,169.6
34,010.2
34,928.7

1980...............
1985...............
1990...............

4,403.4
4,522.9
4,370.2

6,083.7
6,582.9
6,499.3

8,895.9
9,537.2
10,165.3

7,015.9
7,735.6
8,326.6

Total
4,974.6
5,658.8
6,308.3

3,160.2
3,613.1
4,124.6

1,698.1
1,919.4
2,217.7

608.5
782.1
887.7

153.2
218.5
275.3

36,993.4
40,570.6
43,175.0

1995...............
1996...............
1997...............
1998...............
1999...............

4,302.4
4,319.3
4,424.6
4,569.7
4,626.8

6,088.4
6,099.4
6,164.8
6,275.2
6,406.7

10,038.8
9,942.2
9,814.2
9,678.9
9,649.5

9,008.0
8,990.5
9,029.0
8,989.9
8,925.4

6,834.2
7,050.7
7,191.8
7,333.7
7,447.1

4,675.4
4,744.6
4,790.7
4,844.4
4,907.4

2,564.9
2,626.0
2,702.9
2,773.3
2,840.0

1,039.6
1,064.2
1,096.0
1,123.4
1,143.7

321.7
328.8
334.9
341.5
345.0

44,873.4
45,165.7
45,549.0
45,930.0
46,291.7

2000...............
2001...............
2002...............
2003...............
2004...............

4,731.9
4,960.9
5,278.2
5,513.5
5,603.6

6,505.7
6,647.3
6,831.5
7,121.8
7,499.9

9,656.0
9,700.9
9,813.5
9,996.0
10,201.9

8,897.1
8,838.5
8,752.2
8,671.0
8,637.6

7,471.9
7,468.5
7,490.7
7,487.1
7,455.1

5,091.5
5,263.5
5,338.3
5,403.2
5,515.9

2,926.1
3,013.3
3,094.6
3,118.1
3,108.3

1,183.7
1,226.1
1,277.1
1,301.2
1,327.8

353.2
362.5
373.2
375.7
378.2

46,817.2
47,481.5
48,249.3
48,987.7
49,728.3

2005...............
2006...............
2007...............
2008...............
2009...............

5,748.0
6,203.3
6,772.0
7,042.8
7,139.2

7,874.6
8,122.7
8,336.6
8,800.0
9,480.3

10,448.9
10,836.0
11,335.5
11,834.4
12,277.1

8,645.3
8,683.6
8,787.9
8,959.2
9,152.3

7,429.9
7,389.2
7,320.9
7,261.2
7,244.1

5,559.0
5,571.0
5,592.9
5,595.4
5,580.5

3,164.2
3,227.8
3,266.1
3,309.1
3,380.0

1,336.0
1,343.1
1,351.5
1,361.5
1,357.5

380.2
381.2
387.3
391.8
397.9

50,586.0
51,758.0
53,150.7
54,555.5
56,009.0

2010...............
2011...............
2012...............
2013...............
2014...............

7,267.2
7,363.7
7,495.5
7,729.8
8,046.8

10,062.3
10,392.0
10,548.9
10,710.0
10,901.3

12,764.8
13,428.0
14,169.5
14,863.7
15,594.7

9,381.2
9,735.4
10,192.4
10,648.3
11,052.1

7,261.7
7,303.5
7,400.8
7,554.7
7,728.6

5,571.1
5,549.3
5,507.5
5,473.3
5,474.4

3,412.0
3,425.7
3,444.8
3,453.0
3,453.5

1,386.1
1,418.4
1,439.0
1,462.2
1,497.3

399.1
400.9
405.6
411.0
412.9

57,505.5
59,017.0
60,604.1
62,305.9
64,161.6

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

65

Benefit Payments
III.B2.—OASI Workers Who Are Fully Insured, Age 60 or Older
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

2,751.5
3,067.0
3,298.0

75-79
Male
1,776.3
2,048.0
2,316.3

1980 ...............
1985 ...............
1990 ...............

1,917.5
1,984.3
1,932.7

2,650.0
2,860.5
2,850.5

3,762.8
3,991.9
4,336.4

992.6
1,138.8
1,331.2

471.1
511.3
594.7

146.2
177.1
192.8

30.0
42.2
51.5

14,498.0
15,821.1
16,904.1

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1,921.0
1,923.3
1,981.5
2,056.4
2,069.3

2,710.3
2,703.3
2,766.2
2,817.6
2,865.6

4,299.8
4,278.2
4,243.6
4,197.0
4,212.1

3,634.1
3,624.4
3,647.2
3,652.1
3,630.1

2,553.2
2,650.3
2,716.1
2,767.8
2,836.2

1,546.9
1,582.2
1,614.6
1,656.6
1,678.7

708.1
731.0
756.0
780.3
807.6

228.3
236.0
244.8
252.7
259.5

57.1
57.9
59.8
61.5
62.7

17,658.8
17,786.6
18,029.8
18,242.0
18,421.8

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

2,139.5
2,266.4
2,414.3
2,519.0
2,564.0

2,927.8
3,020.9
3,124.8
3,275.1
3,428.9

4,216.0
4,252.5
4,319.5
4,458.5
4,576.5

3,646.5
3,638.6
3,623.5
3,597.0
3,622.0

2,857.0
2,859.8
2,888.7
2,908.5
2,909.5

1,740.7
1,818.4
1,872.9
1,923.9
1,987.3

831.5
853.4
876.5
909.8
934.3

266.5
274.2
284.2
295.6
310.1

63.9
65.2
67.3
69.7
72.0

18,689.4
19,049.4
19,471.7
19,957.1
20,404.6

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

2,645.2
2,853.8
3,110.5
3,246.1
3,308.4

3,605.6
3,720.4
3,819.4
4,040.9
4,362.0

4,715.0
4,906.8
5,135.7
5,354.9
5,552.2

3,638.4
3,681.3
3,752.6
3,880.8
4,004.3

2,930.8
2,930.6
2,923.8
2,902.8
2,920.8

2,002.2
2,007.5
2,029.6
2,043.9
2,044.8

970.7
1,014.1
1,041.1
1,064.5
1,093.2

317.5
323.3
330.7
340.3
345.5

68.8
67.6
68.2
68.9
70.7

20,894.2
21,505.4
22,211.6
22,943.1
23,701.9

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

3,380.5
3,412.5
3,483.2
3,594.8
3,750.8

4,633.8
4,781.6
4,865.1
4,944.2
5,033.5

5,778.0
6,088.0
6,432.1
6,753.6
7,093.9

4,130.8
4,303.7
4,510.4
4,708.2
4,886.0

2,942.0
2,983.4
3,048.5
3,158.9
3,265.8

2,066.3
2,071.8
2,073.6
2,064.4
2,084.1

1,104.0
1,111.4
1,128.1
1,140.3
1,144.9

360.9
378.9
390.0
400.1
411.7

72.5
73.8
75.8
78.9
80.9

24,468.8
25,205.1
26,006.8
26,843.4
27,751.6

1980 ...............
1985 ...............
1990 ...............

1,505.4
1,598.0
1,563.9

2,170.8
2,395.5
2,381.1

3,221.1
3,546.1
3,825.0

2,467.9
2,848.3
3,099.3

Female
1,710.1
2,125.3
2,433.7

1,068.0
1,330.9
1,642.2

538.5
698.2
876.6

172.2
267.2
339.8

32.2
63.4
98.7

12,886.2
14,872.9
16,260.3

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1,587.6
1,606.4
1,674.0
1,754.7
1,795.1

2,294.8
2,311.8
2,398.5
2,464.3
2,514.9

3,835.5
3,819.7
3,825.6
3,788.1
3,812.8

3,448.3
3,437.7
3,449.3
3,452.4
3,417.0

2,678.4
2,774.6
2,833.7
2,879.3
2,951.0

1,911.2
1,954.5
1,988.2
2,038.1
2,055.1

1,101.6
1,134.1
1,168.1
1,197.3
1,232.6

450.6
472.1
494.5
512.9
527.7

132.5
137.4
145.4
151.2
156.0

17,440.5
17,648.3
17,977.3
18,238.3
18,462.2

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

1,873.8
2,000.1
2,139.9
2,256.6
2,313.6

2,599.0
2,708.4
2,830.2
3,018.4
3,178.5

3,835.9
3,900.9
3,985.2
4,148.4
4,298.8

3,402.5
3,379.7
3,366.4
3,344.8
3,379.1

2,981.6
2,979.0
3,000.3
3,013.1
2,975.4

2,106.4
2,182.5
2,226.8
2,272.7
2,329.9

1,259.6
1,284.1
1,309.2
1,341.5
1,363.6

537.3
548.9
563.7
580.4
601.8

161.8
165.2
169.1
175.8
184.4

18,757.9
19,148.8
19,590.8
20,151.7
20,625.1

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

2,394.9
2,611.1
2,883.7
3,035.6
3,109.6

3,336.2
3,446.5
3,549.5
3,767.5
4,089.8

4,471.3
4,678.3
4,905.5
5,108.7
5,293.0

3,423.1
3,498.3
3,604.9
3,777.8
3,944.0

2,960.0
2,940.6
2,924.5
2,901.3
2,924.2

2,349.4
2,345.0
2,354.3
2,352.7
2,326.1

1,394.0
1,435.8
1,461.8
1,483.1
1,518.0

611.5
619.8
628.0
639.2
642.6

186.5
187.9
189.7
193.1
197.5

21,126.9
21,763.3
22,501.9
23,259.0
24,044.8

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

3,196.8
3,276.8
3,375.0
3,515.0
3,660.0

4,379.4
4,563.0
4,673.1
4,787.9
4,904.1

5,507.0
5,809.2
6,161.2
6,506.8
6,877.0

4,102.6
4,292.8
4,502.9
4,691.0
4,861.5

2,965.4
3,033.4
3,129.8
3,283.0
3,430.6

2,317.2
2,304.8
2,296.8
2,282.4
2,305.2

1,532.2
1,532.1
1,540.9
1,542.9
1,528.7

659.0
681.1
694.9
706.8
725.0

201.3
203.9
207.1
212.1
214.5

24,860.9
25,697.1
26,581.7
27,527.9
28,506.6

1980 ...............
1985 ...............
1990 ...............

3,422.9
3,582.3
3,496.6

4,820.8
5,256.0
5,231.6

6,983.9
7,538.0
8,161.4

5,219.4
5,915.3
6,397.3

Total
3,486.4
4,173.3
4,750.0

2,060.6
2,469.7
2,973.4

1,009.6
1,209.5
1,471.3

318.4
444.3
532.6

62.2
105.6
150.2

27,384.2
30,694.0
33,164.4

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

3,508.6
3,529.7
3,655.5
3,811.1
3,864.4

5,005.1
5,015.1
5,164.7
5,281.9
5,380.5

8,135.3
8,097.9
8,069.2
7,985.1
8,024.9

7,082.4
7,062.1
7,096.5
7,104.5
7,047.1

5,231.6
5,424.9
5,549.8
5,647.1
5,787.2

3,458.1
3,536.7
3,602.8
3,694.7
3,733.8

1,809.7
1,865.1
1,924.1
1,977.6
2,040.2

678.9
708.1
739.3
765.6
787.2

189.6
195.3
205.2
212.7
218.7

35,099.3
35,434.9
36,007.1
36,480.3
36,884.0

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

4,013.3
4,266.5
4,554.2
4,775.6
4,877.6

5,526.8
5,729.3
5,955.0
6,293.5
6,607.4

8,051.9
8,153.4
8,304.7
8,606.9
8,875.3

7,049.0
7,018.3
6,989.9
6,941.8
7,001.1

5,838.6
5,838.8
5,889.0
5,921.6
5,884.9

3,847.1
4,000.9
4,099.7
4,196.6
4,317.2

2,091.1
2,137.5
2,185.7
2,251.3
2,297.9

803.8
823.1
847.9
876.0
911.9

225.7
230.4
236.4
245.5
256.4

37,447.3
38,198.2
39,062.5
40,108.8
41,029.7

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

5,040.1
5,464.9
5,994.2
6,281.7
6,418.0

6,941.8
7,166.9
7,368.9
7,808.4
8,451.8

9,186.3
9,585.1
10,041.2
10,463.6
10,845.2

7,061.5
7,179.6
7,357.5
7,658.6
7,948.3

5,890.8
5,871.2
5,848.3
5,804.1
5,845.0

4,351.6
4,352.5
4,383.9
4,396.6
4,370.9

2,364.7
2,449.9
2,502.9
2,547.6
2,611.2

929.0
943.1
958.7
979.5
988.1

255.3
255.5
257.9
262.0
268.2

42,021.1
43,268.7
44,713.5
46,202.1
47,746.7

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

6,577.3
6,689.3
6,858.2
7,109.8
7,410.8

9,013.2
9,344.6
9,538.2
9,732.1
9,937.6

11,285.0
11,897.2
12,593.3
13,260.4
13,970.9

8,233.4
8,596.5
9,013.3
9,399.2
9,747.5

5,907.4
6,016.8
6,178.3
6,441.9
6,696.4

4,383.5
4,376.6
4,370.4
4,346.8
4,389.3

2,636.2
2,643.5
2,669.0
2,683.2
2,673.6

1,019.9
1,060.0
1,084.9
1,106.9
1,136.7

273.8
277.7
282.9
291.0
295.4

49,329.7
50,902.2
52,588.5
54,371.3
56,258.2

Sources:
• Historical figures estimated by Office of Research, Evaluation and Statistics.
• Future figures projected based on historical relationship to population and coverage rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

66

OASI Numbers
III.B3.—Percent of the Population That Is Fully Insured, Age 60 or Older
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

93.10
93.17
92.27

75-79
Male
92.69
93.46
92.75

1980...............
1985...............
1990...............

91.67
93.60
92.63

93.48
93.79
93.52

94.19
92.70
94.98

91.56
91.96
93.21

90.89
90.09
91.09

87.33
88.28
88.78

81.59
85.71
91.50

92.94
92.98
93.26

1995...............
1996...............
1997...............
1998...............
1999...............

92.69
92.31
92.65
93.00
92.40

93.76
93.14
94.08
93.92
93.37

92.92
93.01
93.20
93.21
93.53

93.05
92.49
92.14
92.13
91.66

92.32
92.45
92.56
92.09
92.52

91.75
91.99
92.19
92.89
92.36

91.93
91.73
91.25
90.69
90.40

90.82
91.46
91.74
91.61
91.44

95.09
95.41
97.48
98.53
99.01

92.80
92.61
92.78
92.76
92.59

2000...............
2001...............
2002...............
2003...............
2004...............

93.43
94.45
94.49
94.17
94.12

93.82
94.67
95.29
95.83
95.19

93.42
93.65
93.86
94.84
95.15

92.03
92.17
92.47
92.31
92.94

92.66
92.43
92.72
92.81
92.57

91.38
91.68
92.83
93.75
94.41

88.92
87.33
85.85
87.93
90.29

89.48
86.99
84.91
85.51
86.54

97.82
96.16
95.24
97.24
98.93

92.65
92.85
93.10
93.57
93.82

2005...............
2006...............
2007...............
2008...............
2009...............

94.52
94.42
94.33
94.77
95.22

95.14
94.96
94.80
94.89
95.07

95.56
95.76
95.68
95.43
95.21

92.89
93.22
93.54
94.52
95.17

92.90
92.84
92.98
92.61
92.93

93.86
93.29
93.23
93.08
92.55

91.63
93.26
94.18
94.43
94.36

87.18
87.59
87.87
89.20
90.49

93.56
90.39
88.61
87.24
86.66

94.02
94.10
94.17
94.34
94.52

2010...............
2011...............
2012...............
2013...............
2014...............

95.45
95.13
95.46
95.47
95.47

95.21
95.12
95.27
95.31
95.35

95.10
95.05
95.04
95.08
95.14

95.57
95.75
95.68
95.42
95.21

92.89
93.22
93.57
94.56
95.20

92.89
92.83
93.01
92.62
92.90

93.74
93.22
93.23
93.10
92.51

91.94
93.59
94.34
94.50
94.25

87.81
88.10
88.12
89.84
91.23

94.65
94.66
94.80
94.87
94.93

1980...............
1985...............
1990...............

65.12
66.50
68.48

66.82
67.80
68.99

65.73
67.79
68.31

60.78
64.10
65.22

Female
55.92
61.29
63.86

51.44
56.04
60.90

45.64
51.65
56.02

39.04
45.95
50.67

27.66
37.45
45.08

60.23
63.14
64.91

1995...............
1996...............
1997...............
1998...............
1999...............

71.19
71.85
73.23
74.40
75.20

71.76
72.31
74.38
75.24
75.35

70.88
71.49
72.72
73.18
74.09

67.58
67.78
68.02
68.69
68.82

65.83
66.32
66.56
66.52
67.35

63.93
64.62
65.42
66.58
66.51

61.38
62.00
62.32
62.59
63.32

57.17
58.56
59.64
60.52
61.37

50.64
51.24
53.14
54.19
55.38

67.48
67.99
68.84
69.44
69.94

2000...............
2001...............
2002...............
2003...............
2004...............

76.73
78.09
78.58
79.50
80.35

76.78
78.36
79.67
81.49
81.55

74.58
75.60
76.47
78.35
79.72

68.95
69.10
69.64
70.06
71.28

67.94
68.10
68.58
69.22
69.00

66.10
66.54
67.06
67.82
68.30

63.27
63.07
63.13
64.39
65.77

60.65
60.26
59.82
60.74
62.07

56.21
56.06
55.89
57.82
60.38

70.40
71.01
71.67
72.86
73.71

2005...............
2006...............
2007...............
2008...............
2009...............

81.20
82.09
82.99
83.91
84.85

81.67
81.96
82.40
82.96
83.60

81.08
81.91
82.20
82.10
82.12

72.39
73.89
75.48
77.84
79.76

69.24
69.47
70.02
70.30
71.31

68.58
68.59
68.92
69.20
69.00

66.23
67.08
67.65
67.97
68.33

62.92
63.64
64.40
65.22
65.86

60.82
61.32
61.14
61.72
62.44

74.49
75.29
76.11
76.92
77.73

2010...............
2011...............
2012...............
2013...............
2014...............

85.81
86.77
87.74
88.66
88.87

84.30
85.05
85.87
86.70
87.23

82.33
82.72
83.24
83.84
84.50

81.10
81.91
82.20
82.10
82.12

72.42
73.93
75.55
77.91
79.82

69.24
69.47
70.07
70.35
71.34

68.58
68.60
68.95
69.24
68.99

66.33
67.20
67.75
68.04
68.36

63.59
64.29
64.81
65.62
66.15

78.54
79.34
80.14
80.94
81.61

1980...............
1985...............
1990...............

77.73
79.20
80.01

79.24
79.84
80.49

78.51
79.04
80.29

74.39
76.47
76.83

Total
70.08
73.75
75.30

65.20
68.35
72.09

59.46
63.01
66.34

52.33
56.81
59.99

40.60
48.32
54.57

74.02
75.66
76.81

1995...............
1996...............
1997...............
1998...............
1999...............

81.55
81.72
82.62
83.40
83.52

82.21
82.22
83.78
84.17
83.98

81.04
81.45
82.22
82.50
83.16

78.62
78.55
78.60
79.03
78.96

76.55
76.94
77.17
77.00
77.71

73.96
74.54
75.20
76.27
76.09

70.56
71.02
71.19
71.31
71.84

65.31
66.54
67.45
68.15
68.83

58.94
59.40
61.26
62.29
63.39

78.22
78.46
79.05
79.43
79.68

2000...............
2001...............
2002...............
2003...............
2004...............

84.81
86.00
86.28
86.62
87.04

84.95
86.19
87.17
88.37
88.10

83.39
84.05
84.63
86.10
87.00

79.23
79.41
79.86
80.06
81.05

78.14
78.18
78.62
79.09
78.94

75.56
76.01
76.80
77.67
78.27

71.46
70.94
70.63
72.20
73.93

67.91
67.13
66.39
67.32
68.68

63.91
63.56
63.34
65.34
67.80

79.99
80.45
80.96
81.88
82.51

2005...............
2006...............
2007...............
2008...............
2009...............

87.68
88.10
88.51
89.19
89.90

88.15
88.23
88.39
88.73
89.15

87.92
88.46
88.58
88.42
88.34

81.68
82.68
83.72
85.48
86.84

79.28
79.46
79.89
79.93
80.69

78.28
78.13
78.38
78.57
78.32

74.73
75.90
76.63
76.99
77.25

69.53
70.22
70.94
71.94
72.79

67.15
67.02
66.60
66.87
67.41

83.07
83.60
84.13
84.69
85.25

2010...............
2011...............
2012...............
2013...............
2014...............

90.51
90.84
91.50
91.98
92.10

89.57
89.92
90.42
90.87
91.16

88.41
88.60
88.88
89.21
89.59

87.77
88.30
88.43
88.27
88.20

81.35
82.38
83.48
85.27
86.64

78.68
78.87
79.35
79.42
80.18

77.26
77.17
77.48
77.71
77.42

73.58
74.73
75.39
75.70
75.92

68.60
69.26
69.75
70.80
71.54

85.78
86.25
86.77
87.27
87.68

Sources:
• Historical figures estimated by Office of Research, Evaluation and Statistics.
• Future figures projected based on historical relationship to population and coverage rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

67

Benefit Payments

III.B4.—Retired Workers With Benefits In Force
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

62-64

65-69

70-74

75-79

85-89

90-94

95 or older

Total

1,774.9
2,045.6
2,313.6

80-84
Male
991.6
1,137.1
1,329.2

1980 ...............
1985 ...............
1990 ...............

1,021.4
1,311.5
1,359.1

3,646.3
3,829.9
4,115.7

2,749.1
3,062.8
3,293.3

470.4
510.3
593.7

146.0
176.6
192.3

30.0
42.1
51.4

10,829.7
12,116.0
13,248.3

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1,341.9
1,322.7
1,301.6
1,309.2
1,324.1

4,102.0
4,071.9
4,027.1
3,967.4
3,964.3

3,629.6
3,619.7
3,643.2
3,648.6
3,627.0

2,550.9
2,647.3
2,713.0
2,764.9
2,833.4

1,546.1
1,581.3
1,613.7
1,655.6
1,677.6

707.9
730.7
755.8
780.1
807.4

228.2
236.0
244.7
252.7
259.5

57.1
57.9
59.8
61.5
62.7

14,163.8
14,267.6
14,359.0
14,440.0
14,556.2

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

1,356.5
1,362.1
1,362.4
1,355.4
1,397.0

4,089.4
4,133.3
4,198.6
4,265.1
4,283.2

3,643.4
3,635.5
3,620.3
3,593.8
3,617.9

2,854.5
2,857.4
2,886.4
2,906.0
2,906.8

1,739.6
1,817.3
1,871.7
1,922.7
1,985.6

831.3
853.2
876.2
909.5
933.6

266.4
274.3
284.2
295.6
310.0

63.9
65.2
67.3
69.7
72.0

14,845.1
14,998.3
15,167.1
15,317.9
15,506.0

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

1,448.0
1,492.3
1,521.1
1,584.1
1,690.6

4,340.6
4,457.9
4,629.0
4,798.1
4,987.8

3,634.3
3,677.3
3,748.6
3,876.9
4,000.3

2,928.1
2,927.8
2,920.8
2,899.7
2,917.4

2,000.3
2,005.7
2,027.6
2,042.1
2,042.9

969.9
1,013.3
1,040.2
1,063.6
1,092.1

317.3
323.1
330.4
340.1
345.3

70.2
69.3
69.8
70.4
71.8

15,708.7
15,966.8
16,287.6
16,674.9
17,148.2

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

1,789.8
1,841.8
1,863.0
1,893.2
1,925.9

5,188.6
5,432.9
5,724.3
6,030.7
6,349.7

4,126.7
4,299.4
4,505.8
4,703.5
4,881.1

2,938.8
2,980.3
3,045.3
3,155.6
3,262.7

2,064.4
2,069.9
2,071.6
2,062.2
2,081.6

1,103.0
1,110.4
1,127.0
1,139.2
1,143.9

360.7
378.7
389.6
399.6
411.4

72.9
74.0
75.9
78.4
80.1

17,645.0
18,187.3
18,802.5
19,462.4
20,136.4

1980 ...............
1985 ...............
1990 ...............

1,035.9
1,186.0
1,181.6

2,723.4
2,938.9
3,154.0

2,207.6
2,540.4
2,735.2

1,560.2
1,902.5
2,189.5

Female
964.0
1,215.3
1,485.7

505.6
629.0
802.5

167.3
249.6
312.3

31.9
61.8
92.7

9,195.9
10,723.5
11,953.4

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1,141.1
1,141.1
1,143.8
1,169.7
1,193.6

3,127.7
3,111.2
3,112.3
3,095.0
3,125.1

2,973.3
2,967.6
3,030.8
3,039.9
3,009.8

2,371.6
2,432.4
2,506.2
2,541.3
2,604.2

1,725.2
1,763.9
1,813.8
1,854.3
1,860.0

993.3
1,023.4
1,065.7
1,098.3
1,132.0

407.5
427.0
447.9
467.0
480.7

121.2
125.5
133.0
138.9
143.4

12,860.9
12,992.2
13,253.6
13,404.4
13,548.8

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

1,236.0
1,251.7
1,263.7
1,273.4
1,331.4

3,211.4
3,282.8
3,365.9
3,473.1
3,547.3

3,006.7
3,004.4
3,002.9
2,996.3
3,036.2

2,627.8
2,626.0
2,642.9
2,652.4
2,633.1

1,895.9
1,946.8
1,979.8
2,008.7
2,064.8

1,157.1
1,179.6
1,198.3
1,225.3
1,233.7

492.7
503.6
519.0
534.2
554.3

148.2
152.0
157.2
162.7
169.0

13,776.0
13,946.8
14,129.7
14,326.1
14,569.8

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

1,387.7
1,442.9
1,489.6
1,573.0
1,706.3

3,652.9
3,801.1
3,971.2
4,125.0
4,293.0

3,086.6
3,163.6
3,266.9
3,431.3
3,589.1

2,627.1
2,618.7
2,614.4
2,601.0
2,627.5

2,077.7
2,071.4
2,079.5
2,079.9
2,058.7

1,254.7
1,285.4
1,302.4
1,315.8
1,345.0

562.4
568.7
573.6
581.9
580.7

170.6
171.8
176.7
175.5
179.4

14,819.7
15,123.8
15,474.3
15,883.3
16,379.7

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

1,835.5
1,923.4
1,980.0
2,039.8
2,104.5

4,478.0
4,710.1
4,993.7
5,300.9
5,630.4

3,733.4
3,906.5
4,097.6
4,268.7
4,424.0

2,674.1
2,743.5
2,836.6
2,982.1
3,121.9

2,056.9
2,053.0
2,053.6
2,046.6
2,071.5

1,354.9
1,353.3
1,361.2
1,363.9
1,353.3

592.4
609.4
618.7
626.8
642.2

181.7
183.4
185.5
188.8
188.2

16,907.0
17,482.5
18,126.8
18,817.5
19,536.1

1980 ...............
1985 ...............
1990 ...............

2,057.3
2,497.5
2,540.7

6,369.7
6,768.8
7,269.8

4,956.6
5,603.2
6,028.5

3,335.2
3,948.1
4,503.1

Total
1,955.6
2,352.5
2,814.9

976.0
1,139.3
1,396.1

313.3
426.2
504.6

61.8
103.9
144.1

20,025.6
22,839.5
25,201.8

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

2,483.0
2,463.8
2,445.3
2,478.8
2,517.8

7,229.7
7,183.1
7,139.4
7,062.5
7,089.4

6,602.9
6,587.3
6,674.1
6,688.5
6,636.8

4,922.5
5,079.7
5,219.2
5,306.3
5,437.6

3,271.3
3,345.3
3,427.5
3,509.8
3,537.6

1,701.2
1,754.2
1,821.5
1,878.3
1,939.5

635.8
663.0
692.6
719.7
740.3

178.3
183.4
192.9
200.4
206.1

27,024.8
27,259.8
27,612.5
27,844.3
28,105.0

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

2,592.5
2,613.9
2,626.1
2,628.8
2,728.4

7,300.9
7,416.0
7,564.5
7,738.2
7,830.5

6,650.2
6,639.9
6,623.2
6,590.1
6,654.1

5,482.2
5,483.3
5,529.3
5,558.4
5,539.9

3,635.5
3,764.1
3,851.5
3,931.4
4,050.4

1,988.5
2,032.8
2,074.5
2,134.8
2,167.3

759.1
777.9
803.2
829.8
864.3

212.1
217.2
224.5
232.4
241.0

28,621.1
28,945.1
29,296.8
29,643.9
30,075.7

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

2,835.7
2,935.3
3,010.7
3,157.0
3,396.9

7,993.5
8,259.0
8,600.2
8,923.1
9,280.8

6,720.9
6,840.9
7,015.5
7,308.1
7,589.5

5,555.2
5,546.6
5,535.2
5,500.7
5,545.0

4,078.0
4,077.1
4,107.2
4,122.0
4,101.6

2,224.6
2,298.7
2,342.6
2,379.4
2,437.1

879.8
891.8
904.0
921.9
926.0

240.7
241.1
246.5
245.9
251.2

30,528.4
31,090.5
31,761.9
32,558.2
33,528.0

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

3,625.3
3,765.2
3,843.0
3,933.0
4,030.3

9,666.6
10,143.0
10,718.0
11,331.6
11,980.2

7,860.1
8,205.9
8,603.4
8,972.2
9,305.1

5,612.9
5,723.8
5,881.9
6,137.7
6,384.6

4,121.3
4,122.9
4,125.2
4,108.7
4,153.2

2,457.9
2,463.7
2,488.1
2,503.2
2,497.2

953.1
988.1
1,008.3
1,026.4
1,053.6

254.6
257.4
261.4
267.2
268.3

34,551.9
35,669.8
36,929.3
38,279.9
39,672.4

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

68

OASI Numbers
III.B5.—Insured Aged Widows and Widowers With Benefits In Force
(By age and gender, as of December 31, 1980-2014)
[In thousands]

1

Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

236.3
271.8
331.2

75-79
Aged widows
136.8
201.5
225.7

1980...............
1985...............
1990...............

121.7
125.2
107.9

236.2
287.4
268.4

305.2
396.1
465.9

98.4
106.1
148.8

31.3
65.3
72.3

4.6
16.6
27.2

0.3
1.4
6.0

1,170.8
1,471.4
1,653.3

1995...............
1996...............
1997...............
1998...............
1999...............

99.0
97.0
96.8
94.7
95.5

231.1
226.5
221.4
218.1
218.8

448.4
436.3
410.9
396.4
386.0

433.1
426.3
377.0
369.9
363.0

283.7
316.7
302.4
311.6
317.3

176.0
179.7
164.1
173.0
182.9

105.6
107.9
99.6
96.2
97.4

42.6
44.6
46.0
45.4
46.4

11.2
11.9
12.3
12.2
12.5

1,830.7
1,846.9
1,730.6
1,717.5
1,720.0

2000...............
2001...............
2002...............
2003...............
2004...............

96.5
95.7
99.6
103.9
105.4

221.6
223.8
218.1
220.2
237.6

376.0
375.4
369.6
372.6
374.3

353.4
331.2
319.7
305.1
299.2

324.3
321.1
323.8
325.4
308.2

197.9
221.6
231.9
248.2
248.0

99.4
101.5
107.7
113.2
124.4

44.0
44.6
44.0
45.4
46.6

13.5
13.0
11.7
12.9
15.2

1,726.6
1,728.0
1,726.1
1,746.9
1,758.9

2005...............
2006...............
2007...............
2008...............
2009...............

108.6
117.4
130.1
138.1
141.3

239.1
239.6
238.8
243.7
254.6

374.2
378.3
383.8
386.5
389.8

292.1
289.5
291.5
297.8
304.1

299.0
288.1
276.7
266.9
263.0

254.3
256.4
257.4
255.7
250.4

134.2
145.4
154.9
163.3
169.0

48.0
49.8
53.0
55.7
59.9

15.1
14.8
12.2
16.1
16.3

1,764.6
1,779.4
1,798.5
1,823.8
1,848.4

2010...............
2011...............
2012...............
2013...............
2014...............

145.2
148.9
153.1
159.3
165.7

262.6
263.9
260.6
257.0
253.6

394.2
402.6
413.8
424.1
434.2

316.3
331.0
347.2
361.6
374.8

243.3
234.9
226.3
219.1
216.7

173.2
174.8
175.8
174.9
171.5

64.7
70.3
74.8
78.8
81.7

16.5
17.3
18.4
19.8
22.8

1,873.2
1,898.8
1,927.1
1,957.8
1,990.4

1980...............
1985...............
1990...............

2.7
5.2
5.9

4.7
7.9
8.0

2.7
4.6
5.3

2.0
3.0
3.9

1.2
1.5
1.8

.7
.9
1.0

.3
.4
.4

.1
.1
.1

15.6
25.5
28.5

1995...............
1996...............
1997...............
1998...............
1999...............

8.1
8.2
7.9
8.0
7.7

9.9
10.3
10.2
10.3
9.6

5.5
5.7
5.2
4.8
4.8

3.4
3.5
3.0
2.6
2.3

1.5
2.1
2.1
2.0
1.9

.4
.5
.5
.6
.6

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

1/
1/
1/
1/
1/

28.8
30.5
28.9
28.3
27.1

2000...............
2001...............
2002...............
2003...............
2004...............

7.6
7.7
8.4
9.1
8.6

9.8
10.4
9.9
11.0
12.3

5.0
5.1
5.0
6.1
7.2

2.4
2.3
2.5
2.5
3.4

1.9
1.8
1.8
2.0
2.1

.6
.7
.7
.8
1.4

.1
.1
.1
.1
.5

1/
1/
1/
1/
1/

1/
1/
1/
1/
1/

27.3
28.0
28.5
31.6
35.5

2005...............
2006...............
2007...............
2008...............
2009...............

8.8
9.4
10.3
10.8
11.0

12.7
13.1
13.5
14.2
15.2

7.3
7.6
8.0
8.3
8.7

3.4
3.4
3.3
3.3
3.3

2.2
2.2
2.4
2.6
2.7

1.4
1.5
1.5
1.4
1.5

.6
.7
.7
.8
.8

.1
.1
.1
.2
.2

1/
1/
1/
1/
1/

36.5
38.0
39.8
41.6
43.5

2010...............
2011...............
2012...............
2013...............
2014...............

11.3
11.4
11.6
12.0
12.5

16.1
16.5
16.8
17.2
17.5

9.2
9.9
10.8
11.4
12.0

3.4
3.5
3.7
3.8
4.0

2.7
2.7
2.6
2.6
2.6

1.5
1.6
1.7
1.8
1.9

.9
.9
.9
.9
.9

.2
.3
.3
.3
.3

1/
1/
1/

.1
.1

45.2
46.8
48.4
50.1
51.8

1980...............
1985...............
1990...............

124.4
130.3
113.8

241.0
295.4
276.3

307.9
400.7
471.2

238.3
274.8
335.1

Total
138.1
203.4
227.9

99.5
107.6
150.6

32.0
66.2
73.2

4.8
17.1
27.6

.4
1.5
6.1

1,186.4
1,497.0
1,681.9

1995...............
1996...............
1997...............
1998...............
1999...............

107.2
105.2
104.7
102.7
103.3

241.0
236.8
231.6
228.4
228.4

453.8
441.9
416.1
401.1
390.8

436.5
429.8
380.0
372.5
365.3

285.3
318.8
304.5
313.7
319.3

176.3
180.2
164.6
173.5
183.5

105.7
107.9
99.7
96.3
97.5

42.7
44.6
46.0
45.4
46.4

11.2
11.9
12.3
12.2
12.5

1,859.6
1,877.3
1,759.5
1,745.9
1,747.0

2000...............
2001...............
2002...............
2003...............
2004...............

104.1
103.4
108.0
113.0
114.0

231.4
234.2
228.0
231.3
249.8

381.0
380.6
374.6
378.7
381.5

355.8
333.5
322.2
307.5
302.6

326.1
322.8
325.6
327.4
310.4

198.5
222.3
232.6
249.0
249.3

99.5
101.6
107.8
113.3
124.9

44.0
44.6
44.0
45.4
46.6

13.5
13.0
11.7
12.9
15.2

1,753.9
1,756.0
1,754.5
1,778.5
1,794.4

2005...............
2006...............
2007...............
2008...............
2009...............

117.3
126.8
140.4
148.9
152.3

251.8
252.8
252.3
257.9
269.8

381.6
385.8
391.7
394.8
398.5

295.5
292.9
294.8
301.0
307.3

301.2
290.4
279.1
269.5
265.7

255.7
257.9
258.9
257.1
251.9

134.8
146.1
155.6
164.1
169.9

48.1
49.9
53.1
55.9
60.1

15.1
14.8
12.2
16.1
16.3

1,801.1
1,817.3
1,838.3
1,865.5
1,891.9

2010...............
2011...............
2012...............
2013...............
2014...............

156.5
160.3
164.7
171.2
178.2

278.7
280.4
277.4
274.1
271.2

403.4
412.5
424.6
435.5
446.2

319.6
334.5
350.8
365.5
378.8

259.8
257.8
259.8
265.8
271.9

244.8
236.5
228.0
220.9
218.6

174.1
175.7
176.6
175.8
172.4

65.0
70.5
75.1
79.1
82.0

16.6
17.3
18.5
19.8
22.9

1,918.4
1,945.6
1,975.5
2,007.9
2,042.1

257.1
255.1
257.2
263.2
269.3
Aged widowers
1.3
1.9
2.2

Fewer than 50.

Sources:
• Historical figures estimated from the Continuous Work History Sample and a 1 percent sample of the Master Beneficiary Record.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

69

Benefit Payments
III.B6.—Insured Aged Spouses With Benefits In Force
(By age and gender, as of December 31, 1980-2014)
[In thousands]

1

Year

62-64

65-69

70-74

1980 ...............
1985 ...............
1990 ...............

17.9
22.8
25.7

26.0
30.2
39.7

22.2
26.2
32.7

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

26.3
26.2
23.8
23.9
24.9

43.4
45.1
41.9
41.9
42.2

42.0
43.7
41.4
42.4
44.0

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

24.3
25.8
26.2
26.7
25.2

39.8
40.6
39.4
38.1
38.5

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

26.2
27.2
27.9
29.1
31.4

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

75-79
Aged wives
12.2
14.3
18.6

80-84

85-89

90 or older

Total

4.9
5.7
7.7

1.2
1.4
1.9

0.2
.2
.3

84.6
100.8
126.6

23.1
25.5
25.0
26.4
29.4

10.0
10.7
10.3
10.8
12.3

2.6
2.8
2.8
2.9
3.1

.5
.5
.5
.5
.6

147.8
154.5
145.6
149.0
156.5

42.3
44.0
43.8
43.5
43.6

29.5
32.0
33.5
35.3
34.1

12.7
14.2
15.0
15.9
17.1

3.0
3.1
3.1
3.1
3.6

.7
.8
.9
1.0
1.0

152.3
160.5
162.0
163.6
163.1

39.7
41.3
43.1
44.7
46.4

44.1
45.1
46.5
48.7
50.9

33.9
33.7
33.5
33.2
33.5

17.2
17.2
17.3
17.2
17.0

3.7
3.8
3.8
3.9
4.0

1.0
1.0
1.0
1.1
1.0

165.9
169.3
173.1
178.0
184.3

33.7
35.3
36.1
37.0
38.0

48.4
50.6
53.3
56.4
60.0

53.0
55.4
58.1
60.5
62.7

34.0
34.8
36.0
37.8
39.5

17.0
16.9
16.8
16.7
16.9

4.0
4.0
4.0
4.0
4.0

1.1
1.2
1.1
1.2
1.2

191.2
198.2
205.5
213.6
222.2

1980 ...............
1985 ...............
1990 ...............

.1
.1
.1

.4
.6
.9

.3
.5
.9

.1
.1
.2

1/

1/

1/

1/

.1

1/

1.1
1.8
2.7

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

.1
.1
.1
.1
.1

.9
.8
.8
.8
.7

1.0
1.0
1.1
1.1
1.1

.6
.6
.7
.7
.8

.3
.3
.3
.3
.4

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

2.8
2.9
3.1
3.2
3.3

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

.1
.1
.1
.1
.1

.7
.7
.7
.6
.6

1.1
1.0
.9
.8
.7

.9
.9
.9
.8
.8

.4
.4
.4
.4
.4

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

3.4
3.2
3.1
2.9
2.8

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

.1
.1
.1
.1
.1

.6
.6
.6
.7
.7

.7
.7
.6
.7
.7

.7
.6
.5
.6
.6

.4
.4
.4
.4
.4

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

2.7
2.5
2.4
2.7
2.7

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

.1
.1
.1
.2
.2

.7
.7
.7
.8
.8

.7
.7
.7
.8
.8

.6
.6
.6
.6
.6

.4
.4
.4
.4
.4

.2
.2
.2
.2
.2

1/
1/
1/
1/
1/

2.7
2.8
2.9
2.9
3.0

1980 ...............
1985 ...............
1990 ...............

18.0
22.9
25.8

26.4
30.9
40.6

22.5
26.7
33.6

Total
12.4
14.5
19.1

5.0
5.8
7.9

1.2
1.4
2.0

.2
.3
.3

85.7
102.5
129.3

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

26.4
26.3
23.9
24.0
24.9

44.1
45.8
42.6
42.6
42.8

43.1
44.8
42.4
43.3
44.8

23.9
26.4
25.9
27.3
30.3

10.4
11.1
10.7
11.2
12.7

2.7
2.9
2.9
3.1
3.3

.5
.5
.5
.5
.7

151.1
157.9
148.8
152.1
159.4

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

24.4
25.9
26.3
26.8
25.4

40.5
41.2
40.0
38.7
39.2

43.0
44.7
44.4
44.1
44.2

30.2
32.7
34.1
35.9
34.7

13.1
14.6
15.4
16.3
17.6

3.2
3.3
3.3
3.2
3.7

.7
.8
.9
1.0
1.1

155.1
163.2
164.5
166.0
165.8

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

26.3
27.3
28.0
29.3
31.5

40.4
42.0
43.8
45.4
47.2

44.8
45.8
47.2
49.5
51.7

34.5
34.3
34.1
33.8
34.1

17.7
17.6
17.7
17.7
17.5

3.8
4.0
4.0
4.1
4.1

1.1
1.1
1.1
1.1
1.1

168.6
172.0
175.9
180.8
187.2

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

33.9
35.4
36.3
37.2
38.2

49.2
51.5
54.2
57.3
60.9

53.7
56.2
58.9
61.4
63.7

34.6
35.4
36.6
38.4
40.1

17.4
17.3
17.3
17.2
17.4

4.2
4.2
4.2
4.2
4.1

1.2
1.2
1.2
1.2
1.3

194.2
201.3
208.6
216.9
225.7

Aged husbands
.2
.3
.5

Fewer than 50.

Sources:
• Historical figures estimated from the Continuous Work History Sample and a 1 percent sample of the Master Beneficiary Record.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

70

OASI Numbers
III.B7.—Total Insured Aged Beneficiaries1 In Force, Age 60 or Older
(By age and gender, as of December 31, 1980-2014)
[In thousands]

1

Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

2,751.4
3,066.3
3,298.1

75-79
Male
1,776.4
2,047.8
2,316.3

1980...............
1985...............
1990...............

242.0
223.0
205.5

1,424.0
1,689.1
1,713.0

3,649.4
3,835.2
4,122.0

992.9
1,138.8
1,331.3

471.1
511.3
594.7

146.3
177.1
192.7

30.0
42.2
51.5

11,483.4
12,730.7
13,825.1

1995...............
1996...............
1997...............
1998...............
1999...............

239.4
242.5
244.1
251.8
257.9

1,713.4
1,702.9
1,687.0
1,702.7
1,721.6

4,108.2
4,078.3
4,032.9
3,972.9
3,969.8

3,634.2
3,624.4
3,647.2
3,652.0
3,630.1

2,553.3
2,650.3
2,716.0
2,767.9
2,836.2

1,546.9
1,582.2
1,614.7
1,656.5
1,678.6

708.1
730.9
756.0
780.3
807.7

228.3
236.0
244.8
252.8
259.5

57.1
57.9
59.8
61.5
62.7

14,788.8
14,905.4
15,002.4
15,098.4
15,224.1

2000...............
2001...............
2002...............
2003...............
2004...............

263.7
277.3
300.2
324.9
331.9

1,762.2
1,781.2
1,798.3
1,812.7
1,888.5

4,095.1
4,139.0
4,204.2
4,293.6
4,337.7

3,646.6
3,638.5
3,623.5
3,596.9
3,622.0

2,857.1
2,859.8
2,888.8
2,908.5
2,909.6

1,740.6
1,818.4
1,872.8
1,923.9
1,987.4

831.6
853.4
876.5
909.8
934.2

266.4
274.3
284.3
295.7
310.0

63.9
65.2
67.3
69.7
72.0

15,527.2
15,707.2
15,915.8
16,135.7
16,393.3

2005...............
2006...............
2007...............
2008...............
2009...............

329.1
354.1
398.0
417.1
421.9

1,975.0
2,041.3
2,078.3
2,168.6
2,326.1

4,420.3
4,568.2
4,777.4
4,982.8
5,172.1

3,638.4
3,681.4
3,752.6
3,880.8
4,004.3

2,930.8
2,930.7
2,923.8
2,902.9
2,920.7

2,002.2
2,007.6
2,029.6
2,044.0
2,044.8

970.6
1,014.1
1,041.1
1,064.6
1,093.1

317.4
323.2
330.6
340.3
345.5

70.2
69.3
69.8
70.4
71.8

16,654.1
16,989.8
17,401.1
17,871.4
18,400.4

2010...............
2011...............
2012...............
2013...............
2014...............

429.0
435.6
446.1
462.1
483.2

2,472.5
2,552.2
2,584.1
2,628.6
2,677.6

5,377.2
5,646.9
5,959.1
6,267.7
6,593.5

4,130.8
4,303.7
4,510.3
4,708.2
4,886.0

2,942.1
2,983.6
3,048.5
3,158.9
3,265.9

2,066.4
2,071.9
2,073.7
2,064.5
2,084.0

1,104.1
1,111.5
1,128.0
1,140.3
1,145.0

360.9
379.0
390.0
400.0
411.8

73.0
74.0
76.0
78.5
80.2

18,956.0
19,558.5
20,215.9
20,908.6
21,627.2

1980...............
1985...............
1990...............

245.2
237.7
216.1

1,492.9
1,685.8
1,658.1

3,054.6
3,365.2
3,659.6

2,466.0
2,838.4
3,099.1

Female
1,709.2
2,118.3
2,433.7

1,067.3
1,327.1
1,642.2

538.1
695.7
876.6

172.1
266.5
339.8

32.2
63.2
98.6

10,777.6
12,597.8
14,024.0

1995...............
1996...............
1997...............
1998...............
1999...............

242.4
247.9
255.9
265.7
276.6

1,612.8
1,620.6
1,626.9
1,663.1
1,701.5

3,619.4
3,592.5
3,565.1
3,533.4
3,553.3

3,448.3
3,437.6
3,449.2
3,452.3
3,416.8

2,678.4
2,774.6
2,833.6
2,879.3
2,951.0

1,911.2
1,954.4
1,988.2
2,038.1
2,055.2

1,101.5
1,134.1
1,168.1
1,197.4
1,232.5

450.6
472.1
494.4
512.9
527.8

132.4
137.4
145.3
151.2
155.9

15,197.2
15,371.2
15,526.7
15,693.3
15,870.5

2000...............
2001...............
2002...............
2003...............
2004...............

287.3
302.6
329.5
358.3
369.9

1,761.9
1,798.8
1,826.9
1,862.1
1,970.9

3,627.3
3,698.8
3,774.9
3,900.4
3,995.7

3,402.4
3,379.6
3,366.3
3,344.8
3,378.9

2,981.5
2,979.0
3,000.2
3,013.1
2,975.4

2,106.5
2,182.6
2,226.7
2,272.7
2,329.9

1,259.6
1,284.2
1,309.1
1,341.5
1,361.7

537.4
549.0
563.9
580.6
601.9

161.7
165.1
168.9
175.6
184.2

16,125.7
16,339.7
16,566.5
16,849.3
17,168.5

2005...............
2006...............
2007...............
2008...............
2009...............

373.3
405.8
458.4
486.5
497.5

2,066.2
2,147.8
2,206.6
2,323.3
2,517.3

4,123.9
4,303.5
4,514.1
4,705.1
4,878.4

3,422.9
3,498.2
3,604.9
3,777.8
3,944.1

2,960.0
2,940.5
2,924.6
2,901.2
2,924.0

2,349.3
2,345.0
2,354.2
2,352.8
2,326.1

1,392.6
1,434.7
1,461.1
1,482.9
1,518.0

611.4
619.5
627.7
638.6
641.7

185.7
186.6
188.9
191.6
195.6

17,485.2
17,881.7
18,340.6
18,859.9
19,442.8

2010...............
2011...............
2012...............
2013...............
2014...............

511.2
527.9
549.3
574.3
601.2

2,703.2
2,823.3
2,893.5
2,971.7
3,059.5

5,074.2
5,340.5
5,657.2
5,981.9
6,331.7

4,102.7
4,292.8
4,502.8
4,690.9
4,861.6

2,965.2
3,033.4
3,129.7
3,283.0
3,430.7

2,317.1
2,304.8
2,296.8
2,282.4
2,305.1

1,532.1
1,532.1
1,540.9
1,542.8
1,528.8

658.3
680.8
694.6
706.8
725.1

198.3
200.6
203.9
208.5
211.0

20,062.2
20,736.2
21,468.8
22,242.4
23,054.8

1980...............
1985...............
1990...............

487.2
460.8
421.6

2,916.8
3,374.9
3,371.2

6,704.0
7,200.3
7,781.5

5,217.4
5,904.7
6,397.2

Total
3,485.6
4,166.0
4,750.0

2,060.1
2,465.9
2,973.5

1,009.2
1,207.0
1,471.3

318.4
443.5
532.5

62.2
105.4
150.2

22,261.0
25,328.5
27,849.1

1995...............
1996...............
1997...............
1998...............
1999...............

481.8
490.4
500.0
517.4
534.4

3,326.3
3,323.5
3,313.8
3,365.9
3,423.1

7,727.6
7,670.8
7,598.0
7,506.2
7,523.1

7,082.5
7,061.9
7,096.4
7,104.3
7,046.9

5,231.7
5,424.9
5,549.6
5,647.2
5,787.2

3,458.1
3,536.7
3,602.9
3,694.6
3,733.7

1,809.7
1,865.1
1,924.1
1,977.7
2,040.2

678.9
708.2
739.2
765.7
787.3

189.5
195.2
205.1
212.7
218.6

29,986.1
30,276.6
30,529.1
30,791.7
31,094.6

2000...............
2001...............
2002...............
2003...............
2004...............

551.1
579.9
629.7
683.3
701.8

3,524.1
3,580.0
3,625.2
3,674.8
3,859.5

7,722.4
7,837.8
7,979.1
8,194.0
8,333.4

7,049.0
7,018.1
6,989.8
6,941.7
7,000.9

5,838.6
5,838.8
5,889.0
5,921.7
5,884.9

3,847.1
4,001.0
4,099.5
4,196.6
4,317.3

2,091.1
2,137.6
2,185.6
2,251.3
2,295.9

803.9
823.4
848.2
876.3
911.9

225.6
230.3
236.2
245.3
256.2

31,652.9
32,046.9
32,482.3
32,985.0
33,561.8

2005...............
2006...............
2007...............
2008...............
2009...............

702.4
759.9
856.4
903.5
919.4

4,041.2
4,189.0
4,284.9
4,491.9
4,843.4

8,544.2
8,871.7
9,291.5
9,688.0
10,050.5

7,061.3
7,179.6
7,357.5
7,658.7
7,948.4

5,890.8
5,871.2
5,848.4
5,804.1
5,844.8

4,351.4
4,352.6
4,383.8
4,396.8
4,370.9

2,363.2
2,448.8
2,502.2
2,547.5
2,611.1

928.9
942.8
958.2
978.9
987.2

255.8
255.9
258.7
262.0
267.5

34,139.3
34,871.5
35,741.7
36,731.3
37,843.2

2010...............
2011...............
2012...............
2013...............
2014...............

940.2
963.5
995.4
1,036.4
1,084.5

5,175.8
5,375.5
5,477.6
5,600.2
5,737.1

10,451.4
10,987.5
11,616.4
12,249.6
12,925.2

8,233.5
8,596.5
9,013.2
9,399.1
9,747.5

5,907.3
6,017.0
6,178.3
6,441.9
6,696.6

4,383.5
4,376.6
4,370.5
4,346.8
4,389.1

2,636.2
2,643.6
2,669.0
2,683.1
2,673.8

1,019.3
1,059.8
1,084.6
1,106.7
1,136.8

271.2
274.7
279.9
287.1
291.2

39,018.2
40,294.7
41,684.7
43,151.0
44,681.9

Includes retired and disabled workers, insured aged widow(er)s, and insured aged spouses.

Source: Numbers of retired and disabled workers and insured aged widow(er)s, and spouses in force shown earlier.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

71

Benefit Payments
III.B8.—Total Insured Aged Beneficiaries1 In Force, Age 60 or Older as a Percentage of Fully Insured Population
(By age and gender, as of December 31, 1980-2014)

1

Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

100.0
100.0
100.0

75-79
Male
100.0
100.0
100.0

1980 ...............
1985 ...............
1990 ...............

12.6
11.2
10.6

53.7
59.0
60.1

97.0
96.1
95.1

100.0
100.0
100.0

100.0
100.0
100.0

100.0
100.0
100.0

100.1
100.0
100.1

79.2
80.5
81.8

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

12.5
12.6
12.3
12.2
12.5

63.2
63.0
61.0
60.4
60.1

95.5
95.3
95.0
94.7
94.2

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
99.9
100.0
100.0
100.0

83.7
83.8
83.2
82.8
82.6

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

12.3
12.2
12.4
12.9
12.9

60.2
59.0
57.6
55.3
55.1

97.1
97.3
97.3
96.3
94.8

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
99.9
100.0
100.0

83.1
82.5
81.7
80.9
80.3

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

12.4
12.4
12.8
12.8
12.8

54.8
54.9
54.4
53.7
53.3

93.8
93.1
93.0
93.1
93.2

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

102.0
102.6
102.4
102.1
101.6

79.7
79.0
78.3
77.9
77.6

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

12.7
12.8
12.8
12.9
12.9

53.4
53.4
53.1
53.2
53.2

93.1
92.8
92.6
92.8
92.9

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.6
100.3
100.2
99.5
99.1

77.5
77.6
77.7
77.9
77.9

1980 ...............
1985 ...............
1990 ...............

16.3
14.9
13.8

68.8
70.4
69.6

94.8
94.9
95.7

99.9
99.7
100.0

Female
100.0
99.7
100.0

99.9
99.7
100.0

99.9
99.6
100.0

99.9
99.7
100.0

100.0
99.7
99.9

83.6
84.7
86.2

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

15.3
15.4
15.3
15.1
15.4

70.3
70.1
67.8
67.5
67.7

94.4
94.1
93.2
93.3
93.2

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

99.9
100.0
99.9
100.0
99.9

87.1
87.1
86.4
86.0
86.0

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

15.3
15.1
15.4
15.9
16.0

67.8
66.4
64.6
61.7
62.0

94.6
94.8
94.7
94.0
92.9

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
99.9

100.0
100.0
100.0
100.0
100.0

99.9
99.9
99.9
99.9
99.9

86.0
85.3
84.6
83.6
83.2

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

15.6
15.5
15.9
16.0
16.0

61.9
62.3
62.2
61.7
61.6

92.2
92.0
92.0
92.1
92.2

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

99.9
99.9
100.0
100.0
100.0

100.0
100.0
99.9
99.9
99.9

99.5
99.3
99.6
99.2
99.1

82.8
82.2
81.5
81.1
80.9

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

16.0
16.1
16.3
16.3
16.4

61.7
61.9
61.9
62.1
62.4

92.1
91.9
91.8
91.9
92.1

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

99.9
100.0
100.0
100.0
100.0

98.5
98.4
98.5
98.3
98.4

80.7
80.7
80.8
80.8
80.9

1980 ...............
1985 ...............
1990 ...............

14.2
12.9
12.1

60.5
64.2
64.4

96.0
95.5
95.3

100.0
99.8
100.0

Total
100.0
99.8
100.0

100.0
99.8
100.0

100.0
99.8
100.0

100.0
99.8
100.0

100.0
99.8
100.0

81.3
82.5
84.0

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

13.7
13.9
13.7
13.6
13.8

66.5
66.3
64.2
63.7
63.6

95.0
94.7
94.2
94.0
93.7

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

99.9
100.0
100.0
100.0
100.0

85.4
85.4
84.8
84.4
84.3

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

13.7
13.6
13.8
14.3
14.4

63.8
62.5
60.9
58.4
58.4

95.9
96.1
96.1
95.2
93.9

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
99.9

100.0
100.0
100.0
100.0
100.0

100.0
99.9
99.9
99.9
99.9

84.5
83.9
83.2
82.2
81.8

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

13.9
13.9
14.3
14.4
14.3

58.2
58.4
58.1
57.5
57.3

93.0
92.6
92.5
92.6
92.7

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

99.9
100.0
100.0
100.0
100.0

100.0
100.0
100.0
99.9
99.9

100.2
100.2
100.3
100.0
99.7

81.2
80.6
79.9
79.5
79.3

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

14.3
14.4
14.5
14.6
14.6

57.4
57.5
57.4
57.5
57.7

92.6
92.4
92.2
92.4
92.5

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

100.0
100.0
100.0
100.0
100.0

99.9
100.0
100.0
100.0
100.0

99.1
98.9
98.9
98.6
98.6

79.1
79.2
79.3
79.4
79.4

Includes retired and disabled workers, insured aged widow(er)s, and insured aged spouses.

Source: Computed by dividing number in force by insured population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

72

OASI Numbers
III.B9.—Retirement Rates for Insured Aged OASI Beneficiaries1
(By age and gender, as of December 31, 1980-2014)
[Percent]
Year

60

61

62

63

64

65

66

67

68

69

Total

Male
1980...............

2/

2/

36.7

23.0

20.3

81.3

54.8

37.8

32.9

30.6

30.6

1985...............

0.2

0.2

41.0

28.9

20.1

81.0

51.8

32.9

28.2

25.0

25.0

1990...............

.3

.2

43.0

27.0

16.9

61.1

46.3

32.0

28.6

28.6

28.6

1995...............
1996...............
1997...............
1998...............
1999...............

.2
.2
.2
.2
.2

.2
.2
.2
.2
.2

45.9
44.5
43.6
42.9
41.7

30.6
27.8
27.1
26.1
26.8

19.5
18.0
16.5
15.6
17.0

74.1
65.7
68.7
62.9
62.5

43.7
42.5
40.3
39.9
39.3

29.6
27.7
27.0
26.2
26.1

27.0
25.0
24.0
26.4
23.7

26.0
24.6
24.5
25.1
28.0

26.0
24.6
24.5
25.1
28.0

2000...............
2001...............
2002...............
2003...............
2004...............

.2
.2
.2
.2
.2

.2
.2
.2
.2
.2

42.8
40.0
39.0
37.2
37.3

26.5
26.2
24.4
22.8
22.1

18.2
15.8
16.3
14.1
14.0

85.0
86.5
84.6
77.1
50.1

70.2
48.4
46.3
42.1
83.7

62.4
34.0
28.1
26.5
27.4

60.2
31.0
27.8
25.1
25.5

60.0
29.9
25.3
24.2
26.6

60.0
29.9
25.3
24.2
26.6

2005...............
2006...............
2007...............
2008...............
2009...............

.2
.2
.2
.2
.2

.2
.2
.2
.2
.2

37.0
36.8
36.4
36.0
35.7

22.0
21.7
21.3
21.0
20.7

13.8
13.6
13.4
13.2
13.0

45.0
40.0
40.0
40.0
40.0

60.0
64.0
68.0
72.0
76.0

30.0
32.0
34.0
36.0
38.0

30.0
32.0
34.0
36.0
38.0

30.0
32.0
34.0
36.0
38.0

30.0
32.0
34.0
36.0
38.0

2010...............
2011...............
2012...............
2013...............
2014...............

.2
.2
.2
.2
.2

.2
.2
.2
.2
.2

35.3
35.0
35.0
35.0
35.0

20.3
20.0
20.0
20.0
20.0

13.0
13.0
13.0
13.0
13.0

40.0
40.0
40.0
40.0
40.0

80.0
85.0
85.0
85.0
85.0

40.0
40.0
40.0
40.0
40.0

40.0
40.0
40.0
40.0
40.0

40.0
40.0
40.0
40.0
40.0

40.0
40.0
40.0
40.0
40.0

1980...............

6.2

4.0

57.3

30.7

24.3

84.1

38.6

24.4

21.2

20.0

20.0

1985...............

6.6

3.8

54.6

38.9

27.2

99.0

35.9

20.2

15.7

15.3

15.3

1990...............

5.8

3.3

54.1

33.7

22.6

78.0

40.3

27.4

24.2

24.7

24.7

1995...............
1996...............
1997...............
1998...............
1999...............

4.5
4.5
4.2
4.1
4.3

2.6
2.5
2.6
2.4
2.5

54.8
53.3
52.6
52.3
50.3

36.8
34.4
33.5
31.9
33.2

22.8
21.9
21.5
19.5
20.3

81.6
73.2
79.4
70.7
68.2

30.0
29.4
30.5
28.4
28.6

17.6
16.0
22.1
17.6
18.2

16.9
13.3
23.5
18.4
16.4

15.1
14.7
27.1
19.0
17.8

15.1
14.7
27.1
19.0
17.8

2000...............
2001...............
2002...............
2003...............
2004...............

4.3
4.0
3.7
3.7
3.3

2.5
2.3
2.1
2.1
2.0

51.7
48.4
46.6
44.8
44.8

33.3
32.5
29.9
27.9
26.9

23.9
19.7
20.3
17.6
16.7

85.6
88.5
85.2
80.4
52.8

46.0
31.4
27.9
26.1
56.7

30.9
20.4
15.3
16.6
17.5

28.7
18.4
16.0
17.7
18.8

25.6
19.1
14.8
19.4
22.0

25.6
19.1
14.8
19.4
22.0

2005...............
2006...............
2007...............
2008...............
2009...............

3.3
3.2
3.1
3.0
3.0

1.8
1.7
1.6
1.5
1.5

45.0
45.0
45.0
45.0
45.0

26.5
26.2
25.9
25.6
25.3

16.5
16.2
15.9
15.6
15.3

48.0
43.0
43.0
43.0
43.0

45.0
50.0
55.0
60.0
65.0

18.0
19.0
20.0
21.0
22.0

19.0
20.0
21.0
22.0
23.0

22.0
23.0
24.0
25.0
26.0

22.0
23.0
24.0
25.0
26.0

2010...............
2011...............
2012...............
2013...............
2014...............

3.0
3.0
3.0
3.0
3.0

1.5
1.5
1.5
1.5
1.5

45.0
45.0
45.0
45.0
45.0

25.0
25.0
25.0
25.0
25.0

15.0
15.0
15.0
15.0
15.0

43.0
43.0
43.0
43.0
43.0

70.0
75.0
75.0
75.0
75.0

23.0
24.0
25.0
25.0
25.0

24.0
25.0
26.0
26.0
26.0

27.0
28.0
29.0
29.0
29.0

27.0
28.0
29.0
29.0
29.0

Female

1
2

Awards to retired workers, insured aged widow(er)s, and insured aged spouses as a percentage of insured workers not already receiving such benefits or a disability benefit.
Less than 0.05 percent.

Sources:
• Historical percentages computed by dividing the number of awards by the insured population less the number already in force.
• Future percentages projected based on historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

73

Benefit Payments
III.B10.—Awards to Retired Workers
(By age and gender, calendar years 1980-2014)
[In thousands]
Year

62-64

65-69 (Excluding
DI conversions)

70 or older

DI conversions

Total

Male
1980 .....................................
1985 .....................................
1990 .....................................

487.5
563.8
566.6

312.5
287.0
272.5

6.4
7.8
12.9

135.7
124.0
115.1

942.1
982.6
967.0

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

546.2
536.4
530.4
531.2
554.1

245.3
235.1
229.0
230.6
245.1

14.9
13.7
15.9
15.5
17.1

117.5
116.8
120.4
117.5
124.0

923.9
902.0
895.7
894.9
940.4

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

574.7
553.5
563.9
565.2
598.9

394.4
292.1
297.9
280.3
284.0

21.8
11.1
10.3
9.9
12.1

125.6
125.6
129.0
113.9
114.5

1,116.5
982.1
1,001.1
969.2
1,009.5

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

615.6
626.1
642.2
687.8
736.9

290.3
328.1
376.9
407.4
431.8

10.8
10.9
11.1
11.4
11.5

118.2
122.0
128.4
136.8
171.4

1,034.8
1,087.0
1,158.5
1,243.4
1,351.5

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

756.5
770.6
782.8
795.0
810.9

461.7
516.1
564.9
592.9
606.4

12.0
12.7
13.3
13.7
14.0

170.7
174.6
198.7
218.1
219.7

1,400.9
1,473.9
1,559.7
1,619.7
1,651.1

1980 .....................................
1985 .....................................
1990 .....................................

429.2
471.6
458.7

166.1
153.8
157.1

7.4
9.1
9.0

67.8
65.3
62.3

670.6
699.8
687.1

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

448.0
448.5
454.9
462.3
479.0

155.4
149.7
165.4
158.2
165.5

12.7
10.6
128.0
41.1
23.2

68.1
69.7
73.8
74.2
81.0

684.2
678.5
822.1
735.9
748.8

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

507.8
490.2
502.7
515.1
556.5

227.1
192.4
196.3
197.8
207.5

23.4
25.5
19.0
24.7
22.3

84.5
87.6
93.3
84.5
87.2

842.8
795.7
811.4
822.1
873.5

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

573.2
583.7
608.7
664.4
719.9

206.6
230.2
257.1
276.2
295.3

20.3
20.1
20.2
20.2
21.7

92.7
98.2
105.4
114.9
147.0

892.7
932.2
991.3
1,075.7
1,184.0

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

746.5
769.6
789.7
806.1
830.5

318.9
357.6
394.1
415.5
425.8

22.7
24.0
25.2
26.0
26.8

147.3
151.8
175.0
194.1
198.2

1,235.5
1,303.0
1,384.0
1,441.8
1,481.3

1980 .....................................
1985 .....................................
1990 .....................................

916.8
1,035.4
1,025.3

478.6
440.8
429.6

13.9
16.9
21.9

203.5
189.3
177.3

1,612.7
1,682.4
1,654.1

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

994.2
984.9
985.3
993.5
1,033.1

400.7
384.8
394.4
388.9
410.6

27.6
24.3
143.9
56.7
40.3

185.6
186.4
194.2
191.7
205.1

1,608.1
1,580.4
1,717.8
1,630.7
1,689.2

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

1,082.6
1,043.6
1,066.7
1,080.3
1,155.4

621.5
484.5
494.2
478.1
491.5

45.2
36.6
29.3
34.6
34.4

210.1
213.1
222.4
198.3
201.7

1,959.4
1,777.8
1,812.6
1,791.3
1,883.1

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

1,188.8
1,209.7
1,250.9
1,352.3
1,456.8

496.9
558.3
634.0
683.5
727.1

31.0
31.0
31.3
31.6
33.2

210.9
220.2
233.7
251.7
318.4

1,927.6
2,019.2
2,149.9
2,319.1
2,535.5

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

1,503.0
1,540.2
1,572.5
1,601.2
1,641.5

780.6
873.7
959.0
1,008.4
1,032.2

34.8
36.7
38.5
39.7
40.8

318.0
326.3
373.7
412.2
417.9

2,636.4
2,776.9
2,943.8
3,061.5
3,132.4

Female

Total

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying award rates to number of insured workers not already receiving benefits as retired workers, aged widow(er)s, aged spouses, or for disability
(with adjustments at certain ages to account for discrepancies in underlying data).
• DI conversions shown in table III.A14.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

74

OASI Numbers
III.B11.—Awards to Insured Aged Widows and Widowers
(By age and gender, calendar years 1980-2014)
[In thousands]
Year

60-61

62-64

65-69

70 or older

Total

Aged widows
1980.....................................
1985.....................................
1990.....................................

69.7
75.9
65.3

48.8
52.2
47.8

28.8
33.5
28.7

8.0
8.8
7.9

155.2
170.3
149.7

1995.....................................
1996.....................................
1997.....................................
1998.....................................
1999.....................................

51.4
50.7
50.9
51.2
54.3

36.5
35.9
36.1
36.3
38.5

22.0
21.7
21.8
21.9
23.2

6.1
6.0
6.0
6.1
6.4

115.9
114.3
114.9
115.5
122.5

2000.....................................
2001.....................................
2002.....................................
2003.....................................
2004.....................................

56.9
56.4
56.7
57.9
53.9

40.8
39.2
39.2
39.0
40.4

25.2
24.5
25.2
24.6
25.9

7.0
6.8
7.4
7.0
7.1

130.0
127.0
128.5
128.4
127.2

2005.....................................
2006.....................................
2007.....................................
2008.....................................
2009.....................................

54.6
57.8
60.8
60.7
62.3

41.7
42.5
43.9
47.2
51.1

24.9
25.5
26.9
27.5
28.3

6.4
6.4
6.4
6.4
6.9

127.6
132.2
138.0
141.8
148.5

2010.....................................
2011.....................................
2012.....................................
2013.....................................
2014.....................................

64.1
65.6
67.6
70.5
73.6

53.5
55.4
56.8
58.0
59.7

29.6
33.0
35.9
37.1
38.4

7.2
7.6
8.0
8.2
8.5

154.4
161.5
168.3
173.9
180.1

1980.....................................
1985.....................................
1990.....................................

1/

3.9
4.4

4.9
5.8
5.6

1.1
1.5
1.5

.1
.1
.1

6.1
11.4
11.6

1995.....................................
1996.....................................
1997.....................................
1998.....................................
1999.....................................

2.8
2.8
2.8
2.8
3.1

3.6
3.5
3.5
3.6
3.6

.9
.9
.9
1.0
1.1

.1
.1
.1
.1
.1

7.4
7.3
7.3
7.5
7.8

2000.....................................
2001.....................................
2002.....................................
2003.....................................
2004.....................................

3.1
3.3
3.7
3.9
3.7

3.6
3.4
3.7
3.9
4.3

1.2
1.3
1.5
1.6
1.7

.1
.1
.1
.1
.1

8.0
8.0
8.9
9.5
9.8

2005.....................................
2006.....................................
2007.....................................
2008.....................................
2009.....................................

3.8
4.1
4.4
4.6
4.7

4.4
4.5
4.6
4.9
5.3

1.8
1.9
2.0
2.1
2.1

.1
.1
.1
.1
.1

10.0
10.5
11.2
11.7
12.2

2010.....................................
2011.....................................
2012.....................................
2013.....................................
2014.....................................

4.8
4.9
5.0
5.1
5.4

5.4
5.5
5.6
5.7
5.8

2.2
2.4
2.5
2.6
2.7

.1
.1
.1
.1
.1

12.5
12.9
13.2
13.5
14.0

1980.....................................
1985.....................................
1990.....................................

69.7
79.9
69.7

53.7
58.0
53.4

29.9
35.0
30.1

8.1
8.9
8.0

161.3
181.7
161.2

1995.....................................
1996.....................................
1997.....................................
1998.....................................
1999.....................................

54.2
53.4
53.7
54.0
57.5

40.0
39.5
39.7
40.0
42.1

22.9
22.6
22.7
22.9
24.3

6.2
6.1
6.1
6.1
6.5

123.3
121.5
122.2
123.0
130.4

2000.....................................
2001.....................................
2002.....................................
2003.....................................
2004.....................................

60.0
59.7
60.4
61.8
57.6

44.4
42.6
42.9
42.9
44.7

26.4
25.8
26.7
26.2
27.6

7.1
6.9
7.5
7.1
7.2

137.9
135.0
137.5
137.9
137.0

2005.....................................
2006.....................................
2007.....................................
2008.....................................
2009.....................................

58.3
61.9
65.2
65.3
67.0

46.1
47.0
48.5
52.2
56.3

26.7
27.4
28.9
29.6
30.4

6.5
6.5
6.5
6.5
7.0

137.6
142.7
149.2
153.5
160.7

2010.....................................
2011.....................................
2012.....................................
2013.....................................
2014.....................................

68.9
70.4
72.6
75.6
78.9

58.9
60.9
62.4
63.7
65.4

31.7
35.3
38.4
39.8
41.1

7.3
7.7
8.1
8.4
8.6

166.9
174.4
181.4
187.4
194.1

Aged widowers

Total

1

Fewer than 50.

Sources:
• Historical figures estimated from the Continuous Work History Sample and a 1 percent sample of the Master Beneficiary Record.
• Future figures computed by applying award rates to number of insured workers not already receiving benefits as retired workers, aged widow(er)s, aged spouses, or for disability
(with adjustments at certain ages to account for discrepancies in underlying data).
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

75

Benefit Payments
III.B12.—Awards to Insured Aged Spouses
(By age and gender, calendar years 1980-2014)
[In thousands]
Year

62-64

1980 .....................................
1985 .....................................
1990 .....................................

8.3
9.8
10.5

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

10.5
10.2
11.6
11.7
12.3

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

65-69
Aged wives
1.8
2.2
2.5

70 or older

Total

0.4
.5
.5

10.5
12.6
13.5

2.6
2.6
3.1
3.2
3.6

.5
.5
.6
.6
.7

13.6
13.3
15.2
15.4
16.5

14.7
14.6
15.0
16.1
15.0

5.3
4.4
4.6
4.6
4.7

.9
.8
.9
.8
1.0

20.9
19.8
20.5
21.6
20.6

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

15.5
15.8
16.3
17.5
19.0

4.6
4.9
5.3
5.4
5.6

.9
.9
.9
.9
1.0

21.0
21.6
22.5
23.9
25.5

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

19.9
20.6
21.1
21.6
22.2

5.8
6.5
7.0
7.4
7.7

1.0
1.1
1.1
1.1
1.2

26.7
28.1
29.2
30.1
31.0

1980 .....................................
1985 .....................................
1990 .....................................

.1
.1
.1

.1
.1
.1

.2
.3
.3

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

.1
.1
.1
.1
.1

.2
.2
.2
.2
.2

.1
.1
.1
.1
.1

.3
.3
.3
.3
.4

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

.1
.1
.1
.1
.1

.3
.3
.3
.4
.3

.1
.1
.2
.2
.2

.5
.5
.6
.7
.7

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

.1
.2
.2
.2
.2

.4
.4
.4
.4
.5

.2
.2
.2
.2
.2

.7
.7
.8
.8
.8

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

.2
.2
.2
.2
.2

.5
.5
.5
.6
.6

.2
.2
.2
.2
.2

.8
.9
.9
1.0
1.0

1980 .....................................
1985 .....................................
1990 .....................................

8.3
9.9
10.6

Total
1.9
2.4
2.7

.4
.6
.5

10.7
12.9
13.8

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

10.5
10.2
11.6
11.7
12.3

2.8
2.8
3.3
3.3
3.8

.6
.6
.7
.7
.8

13.9
13.6
15.5
15.8
16.9

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

14.8
14.7
15.1
16.3
15.1

5.5
4.7
5.0
5.0
5.0

1.0
.9
1.0
1.0
1.2

21.4
20.3
21.1
22.2
21.3

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

15.6
16.0
16.5
17.7
19.1

5.0
5.3
5.7
5.9
6.1

1.1
1.1
1.1
1.1
1.1

21.7
22.3
23.2
24.6
26.3

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

20.0
20.8
21.3
21.7
22.4

6.3
7.0
7.6
7.9
8.3

1.2
1.3
1.3
1.4
1.4

27.5
29.0
30.2
31.0
32.0

Aged husbands
.1
.2
.2

Sources:
• Historical figures estimated from the Continuous Work History Sample and a 1 percent sample of the Master Beneficiary Record.
• Future figures computed by applying award rates to number of insured workers not already receiving benefits as retired workers, aged widow(er)s, aged spouses, or for disability
(with adjustments at certain ages to account for discrepancies in underlying data).
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

76

OASI Numbers
III.B13.—Retired Workers With Benefits Withheld
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

62-64

65-69

70-74

75-79

85-89

90-94

95 or older

Total

2.0
2.2
2.9

80-84
Male
2.0
2.0
2.4

1980...............
1985...............
1990...............

23.1
22.6
23.0

287.8
256.9
216.2

46.1
5.5
8.2

2.0
1.8
2.1

1.8
1.7
1.8

2.2
3.5
4.9

366.9
296.1
261.6

1995...............
1996...............
1997...............
1998...............
1999...............

26.4
28.9
26.5
27.7
27.4

194.1
196.2
184.6
179.1
173.1

8.2
8.3
7.8
8.5
8.7

3.4
3.8
3.6
3.8
4.0

2.7
2.8
2.7
2.8
2.9

2.4
2.3
2.2
2.3
2.4

1.9
1.9
1.9
1.9
2.0

6.4
6.7
6.9
7.3
7.5

245.5
251.0
236.2
233.4
228.0

2000...............
2001...............
2002...............
2003...............
2004...............

27.4
25.1
23.6
22.9
26.6

18.4
12.7
11.9
14.6
17.6

8.0
6.3
6.5
6.5
7.1

4.2
4.2
4.4
4.7
5.0

3.3
3.3
3.7
4.0
4.5

2.5
2.6
2.8
2.8
3.2

2.1
2.1
2.2
2.3
2.4

7.8
8.1
8.6
9.0
9.4

73.7
64.4
63.8
66.8
75.9

2005...............
2006...............
2007...............
2008...............
2009...............

28.0
28.6
28.7
29.9
31.6

20.6
24.9
29.8
34.1
46.7

6.4
6.4
6.5
6.7
6.4

4.5
4.5
4.4
4.4
4.1

4.1
4.1
4.2
4.2
3.9

3.1
3.2
3.3
3.4
3.3

2.4
2.5
2.5
2.6
2.6

9.1
9.0
9.1
9.2
9.3

78.3
83.3
88.6
94.3
108.0

2010...............
2011...............
2012...............
2013...............
2014...............

33.1
34.7
35.1
35.7
36.4

48.1
54.7
58.2
59.4
61.0

6.0
8.0
8.4
8.8
9.2

3.6
4.9
5.0
5.2
5.4

3.7
4.5
4.5
4.5
4.6

3.2
3.7
3.7
3.8
3.8

2.7
2.9
3.0
3.1
3.2

9.5
9.7
9.9
10.2
10.4

109.8
123.1
128.0
130.8
134.0

1980...............
1985...............
1990...............

11.5
14.4
14.8

69.5
85.9
72.8

9.5
3.0
3.5

.8
1.1
1.8

1.0
1.1
1.9

1.0
1.0
1.8

.7
.7
1.3

.4
.8
1.4

94.3
108.0
99.2

1995...............
1996...............
1997...............
1998...............
1999...............

16.8
19.4
17.1
18.5
18.6

71.0
71.2
65.0
62.0
61.1

3.7
3.6
3.5
3.6
3.9

1.7
1.8
1.7
1.8
1.9

2.0
2.0
1.7
1.7
1.7

1.9
2.0
1.8
1.8
1.9

1.5
1.5
1.3
1.5
1.5

2.2
2.3
2.5
2.7
2.9

100.8
103.7
94.6
93.4
93.5

2000...............
2001...............
2002...............
2003...............
2004...............

18.6
17.5
16.6
16.0
18.7

9.3
6.7
6.2
8.3
10.6

3.6
3.1
3.3
3.4
3.7

2.1
2.0
2.3
2.4
3.0

1.9
2.0
2.2
2.3
2.9

2.0
1.9
2.1
2.2
2.3

1.7
1.7
1.9
2.0
2.2

3.0
3.3
3.7
3.9
4.3

42.1
38.1
38.3
40.5
47.9

2005...............
2006...............
2007...............
2008...............
2009...............

20.8
21.9
22.5
23.8
25.7

11.8
14.2
16.8
19.0
25.1

3.1
3.2
3.3
3.4
3.1

2.4
2.4
2.4
2.4
2.1

2.5
2.5
2.5
2.5
2.2

2.1
2.2
2.2
2.2
2.1

2.1
2.2
2.2
2.2
2.1

4.3
4.3
4.4
4.4
4.5

49.3
52.8
56.2
59.8
67.0

2010...............
2011...............
2012...............
2013...............
2014...............

27.5
29.7
30.7
31.7
32.9

25.8
30.3
32.7
33.8
35.0

2.7
4.4
4.6
4.9
5.1

1.7
2.9
3.0
3.2
3.3

1.9
2.7
2.7
2.7
2.8

1.9
2.5
2.5
2.5
2.5

2.1
2.4
2.4
2.5
2.5

4.5
4.6
4.7
4.8
4.8

68.1
79.5
83.3
86.0
88.8

1980...............
1985...............
1990...............

34.5
37.0
37.8

357.3
342.8
289.0

55.6
8.5
11.7

2.8
3.3
4.7

3.0
3.2
4.3

2.9
2.8
3.8

2.4
2.4
3.1

2.6
4.2
6.3

461.2
404.2
360.7

1995...............
1996...............
1997...............
1998...............
1999...............

43.2
48.3
43.6
46.2
46.0

265.1
267.4
249.6
241.0
234.2

11.9
11.9
11.3
12.1
12.6

5.1
5.5
5.3
5.6
5.9

4.7
4.8
4.4
4.5
4.6

4.2
4.3
4.0
4.1
4.3

3.3
3.4
3.3
3.4
3.5

8.6
9.0
9.4
10.0
10.4

346.2
354.7
330.9
326.8
321.5

2000...............
2001...............
2002...............
2003...............
2004...............

46.1
42.6
40.2
38.9
45.4

27.8
19.4
18.2
22.9
28.2

11.6
9.4
9.8
10.0
10.8

6.3
6.2
6.7
7.1
8.0

5.1
5.2
5.9
6.3
7.4

4.5
4.5
4.9
5.0
5.5

3.8
3.8
4.1
4.2
4.7

10.8
11.4
12.3
12.9
13.7

115.9
102.4
102.1
107.3
123.7

2005...............
2006...............
2007...............
2008...............
2009...............

48.8
50.4
51.2
53.6
57.3

32.5
39.1
46.6
53.0
71.9

9.5
9.6
9.8
10.1
9.6

6.9
6.9
6.8
6.7
6.1

6.6
6.6
6.7
6.7
6.1

5.2
5.4
5.5
5.5
5.4

4.6
4.7
4.7
4.8
4.8

13.4
13.4
13.5
13.6
13.8

127.5
136.1
144.8
154.1
175.0

2010...............
2011...............
2012...............
2013...............
2014...............

60.5
64.4
65.8
67.4
69.3

73.8
85.0
90.9
93.1
96.0

8.7
12.5
13.1
13.7
14.2

5.4
7.8
8.0
8.4
8.7

5.6
7.3
7.3
7.3
7.4

5.1
6.1
6.2
6.3
6.3

4.8
5.3
5.5
5.6
5.8

14.0
14.3
14.6
15.0
15.2

177.8
202.6
211.2
216.8
222.8

Female

Total

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying withheld rates to number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

77

Benefit Payments
III.B14.—Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force
(By age and gender, as of December 31, 1980-2014)
Year

62-64

65-69

70-74

75-79

85-89

90-94

95 or older

Total

0.110
.108
.125

80-84
Male
0.206
.180
.182

1980 ...............
1985 ...............
1990 ...............

2.259
1.725
1.694

7.892
6.707
5.254

1.678
.179
.249

0.415
.352
.346

1.203
.936
.940

7.275
8.203
9.597

3.388
2.444
1.974

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1.964
2.186
2.037
2.117
2.068

4.732
4.819
4.584
4.514
4.368

.226
.230
.213
.233
.241

.134
.143
.132
.137
.140

.176
.178
.167
.168
.172

.333
.319
.290
.295
.295

.820
.805
.789
.764
.755

11.251
11.528
11.594
11.847
11.990

1.733
1.759
1.645
1.616
1.566

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

2.022
1.843
1.729
1.690
1.905

.451
.308
.284
.343
.411

.220
.173
.181
.182
.196

.149
.146
.153
.161
.174

.187
.180
.197
.206
.227

.303
.303
.320
.312
.339

.776
.764
.763
.776
.790

12.191
12.454
12.840
12.849
13.048

.497
.429
.420
.436
.489

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

1.935
1.915
1.889
1.886
1.869

.475
.559
.644
.710
.936

.175
.175
.174
.173
.161

.153
.153
.152
.151
.139

.207
.207
.206
.205
.193

.317
.316
.316
.315
.304

.771
.773
.771
.769
.758

13.030
13.030
13.029
13.028
13.018

.498
.521
.544
.566
.630

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

1.847
1.885
1.885
1.886
1.888

.926
1.006
1.017
.985
.961

.146
.187
.187
.188
.188

.124
.165
.165
.166
.166

.178
.219
.219
.220
.220

.290
.331
.331
.332
.332

.738
.777
.780
.782
.788

13.004
13.040
13.040
13.041
13.041

.622
.677
.681
.672
.666

1980 ...............
1985 ...............
1990 ...............

1.105
1.215
1.254

2.554
2.923
2.307

.428
.116
.129

.054
.059
.081

Female
.104
.093
.125

.188
.158
.221

.389
.298
.400

1.353
1.226
1.515

1.026
1.007
.830

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1.477
1.703
1.496
1.580
1.559

2.271
2.288
2.088
2.002
1.954

.123
.121
.117
.119
.128

.072
.072
.068
.070
.075

.117
.112
.094
.090
.091

.190
.192
.168
.160
.168

.358
.349
.298
.311
.316

1.798
1.866
1.878
1.964
2.000

.784
.798
.714
.697
.690

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

1.507
1.400
1.315
1.257
1.408

.290
.203
.185
.239
.300

.118
.102
.108
.114
.122

.078
.076
.087
.091
.113

.099
.100
.112
.117
.141

.171
.161
.176
.176
.190

.342
.335
.366
.365
.401

2.045
2.143
2.356
2.400
2.540

.306
.273
.271
.283
.329

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

1.499
1.516
1.508
1.512
1.506

.324
.373
.422
.460
.586

.102
.101
.100
.099
.087

.093
.092
.092
.090
.079

.121
.121
.120
.119
.107

.169
.169
.168
.167
.155

.381
.382
.381
.380
.369

2.519
2.519
2.518
2.517
2.506

.332
.349
.363
.376
.409

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

1.496
1.542
1.548
1.556
1.565

.576
.644
.655
.637
.621

.072
.113
.113
.114
.114

.064
.105
.105
.106
.106

.092
.133
.133
.134
.134

.140
.181
.181
.183
.183

.353
.392
.392
.394
.395

2.491
2.531
2.531
2.532
2.532

.403
.455
.459
.457
.455

1980 ...............
1985 ...............
1990 ...............

1.678
1.483
1.489

5.610
5.064
3.975

1.121
.151
.194

.084
.084
.104

.156
.135
.152

.298
.245
.274

.768
.563
.606

4.223
4.053
4.398

2.303
1.770
1.431

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1.740
1.962
1.784
1.863
1.827

3.667
3.723
3.496
3.413
3.304

.180
.181
.169
.181
.190

.104
.109
.101
.105
.109

.145
.143
.128
.127
.129

.250
.245
.218
.216
.221

.524
.511
.472
.470
.470

4.825
4.915
4.891
4.996
5.041

1.281
1.301
1.198
1.174
1.144

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

1.776
1.631
1.530
1.480
1.662

.380
.262
.240
.296
.361

.174
.141
.148
.151
.162

.115
.112
.122
.128
.145

.141
.139
.154
.160
.184

.226
.221
.237
.234
.254

.494
.486
.506
.512
.541

5.101
5.238
5.497
5.533
5.678

.405
.354
.349
.362
.411

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

1.722
1.719
1.700
1.699
1.687

.406
.473
.542
.594
.774

.141
.141
.140
.138
.126

.124
.124
.123
.122
.110

.163
.163
.162
.161
.150

.233
.234
.234
.233
.222

.521
.524
.524
.524
.514

5.583
5.542
5.496
5.526
5.510

.418
.438
.456
.473
.522

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

1.669
1.710
1.711
1.715
1.719

.764
.838
.848
.822
.801

.111
.152
.152
.153
.153

.095
.136
.136
.137
.137

.135
.176
.176
.177
.177

.208
.249
.249
.251
.251

.498
.540
.542
.545
.549

5.502
5.553
5.583
5.617
5.669

.515
.568
.572
.566
.562

Total

Sources:
• Historical percentages computed by dividing number withheld by number in force.
• Future percentages projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

78

OASI Numbers
III.B15.—Insured Aged Widows and Widowers With Benefits Withheld
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

1
2
3

60-61

62-64

65-69

70-74

1980...............
1985...............
1990...............

7.8
6.3
5.8

11.3
10.0
9.4

4.1
5.9
4.7

0.8
1.9
1.9

1995...............
1996...............
1997...............
1998...............
1999...............

2.1
1.7
1.6
1.6
1.6

3.1
2.5
2.4
2.4
2.4

1.7
1.3
1.2
1.2
1.2

1.0
.8
.7
.7
.6

2000...............
2001...............
2002...............
2003...............
2004 2 ............

1.6
1.6
1.7
1.7
4.0

2.4
2.4
2.3
2.4
5.0

1.2
1.2
1.2
1.2
2.1

2005...............
2006...............
2007...............
2008...............
2009...............

4.2
4.5
5.0
5.3
5.4

5.0
5.0
5.0
5.2
5.4

2010...............
2011...............
2012...............
2013...............
2014...............

5.6
5.7
5.9
6.1
6.3

1980...............
1985...............
1990...............

80-84

85-89

90-94

0.2
.6
.7

0.1
.2
.3

0.1

1/

.7
.6
.6
.6
.6

.3
.3
.2
.3
.3

.2
.1
.1
.1
.1

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

9.1
7.4
6.9
6.8
6.9

.6
.6
.6
.5
.6

.6
.6
.6
.6
1.0

.3
.3
.4
.4
.6

.1
.1
.1
.1
.3

.1
.1
.1
.1
.3

1/
1/
1/
1/

0.4

6.9
6.9
6.9
7.0
14.3

2.1
2.1
2.1
2.1
2.1

.6
.6
.6
.6
.6

.9
.9
.9
.8
.8

.6
.6
.6
.6
.6

.4
.4
.4
.5
.5

.3
.3
.3
.3
.4

.4
.4
.3
.4
.4

14.4
14.8
15.2
15.8
16.2

5.5
5.5
5.5
5.4
5.3

2.2
2.2
2.4
2.4
2.4

.6
.6
.7
.7
.7

.8
.8
.8
.8
.8

.6
.6
.5
.5
.5

.5
.5
.5
.5
.5

.4
.4
.4
.5
.5

.4
.4
.5
.5
.6

16.5
16.8
17.1
17.4
17.8

.5
.6
.4

.4
.7
.7

.6
1.5
1.6

.6
1.3
2.2

.7
1.0
1.2

.4
.6
.7

.2
.3
.3

.1
.1
.1

4.1
7.1
8.7

1995...............
1996...............
1997...............
1998...............
1999...............

.3
.4
.3
.5
.3

.7
.8
.7
.8
.6

1.0
.9
.8
.6
.6

1.5
1.2
.9
.7
.5

1.0
1.1
1.0
.8
.7

.2
.3
.3
.3
.2

1/
1/
1/

1/
1/
1/
1/
1/

1/
1/
1/
1/
1/

4.8
4.7
4.1
3.7
2.9

2000...............
2001...............
2002...............
2003...............
2004 2 ............

.2
.3
.5

.5
.7
.7

.5
.6
.5

.4
.3
.3

.5
.4
.2

.2
.2
.1

3/

1/
1/
1/
3/

.7

.4

.9

.5

.4

.1

1/
1/
1/
3/
1/

2.4
2.4
2.3

.6

1/
1/
1/
3/
1/

2005...............
2006...............
2007...............
2008...............
2009...............

.6
.6
.7
.7
.7

.7
.8
.8
.8
.9

.4
.5
.5
.5
.5

.9
.9
.9
.8
.8

.5
.6
.6
.7
.7

.4
.4
.4
.4
.4

.1
.2
.2
.2
.2

1/
1/
1/
1/
1/

1/
1/
1/
1/
1/

3.7
3.8
4.0
4.1
4.2

2010...............
2011...............
2012...............
2013...............
2014...............

.8
.8
.8
.8
.8

.9
.9
1.0
1.0
1.0

.5
.6
.6
.7
.7

.9
.9
.9
1.0
1.0

.7
.7
.7
.7
.7

.4
.4
.5
.5
.5

.2
.2
.2
.2
.2

1/
1/
1/
1/

1/
1/
1/
1/

1/

1/

4.4
4.5
4.6
4.8
4.9

.9
1.6
2.0

.5
.8
.9

.2
.4
.4

.1
.1
.1

28.8
33.3
33.1

3/

3/

3/

3/

75-79
Aged widows
0.4
1.3
1.4

Aged widowers
.7
1.1
1.4

3/

.1
1/

95 or older

Total

1/

1/

1/

1/

24.7
26.2
24.4

3/

3.6

1980...............
1985...............
1990...............

8.3
6.8
6.1

11.7
10.7
10.1

4.6
7.4
6.4

1.4
3.2
4.2

Total
1.0
2.5
2.9

1995...............
1996...............
1997...............
1998...............
1999...............

2.4
2.1
1.9
2.0
1.9

3.8
3.3
3.1
3.2
3.0

2.7
2.3
2.1
1.8
1.7

2.5
1.9
1.6
1.3
1.2

1.7
1.7
1.5
1.4
1.3

.6
.6
.5
.5
.5

.2
.2
.2
.2
.2

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

13.9
12.0
11.0
10.5
9.8

2000...............
2001...............
2002...............
2003...............
2004 2 ............

1.8
1.9
2.1
2.2
4.6

2.9
3.1
3.1
3.2
5.7

1.7
1.7
1.7
1.7
2.6

1.1
.9
.8
.7
1.5

1.1
1.0
.8
.7
1.5

.5
.5
.4
.4
1.0

.2
.1
.1
.1
.5

.1
.1
.1
.1
.3

1/
1/
1/
1/

.4

9.3
9.3
9.2
9.2
17.9

2005...............
2006...............
2007...............
2008...............
2009...............

4.7
5.1
5.7
6.0
6.1

5.8
5.8
5.8
6.0
6.3

2.5
2.5
2.6
2.6
2.7

1.5
1.5
1.4
1.4
1.4

1.5
1.5
1.5
1.5
1.5

1.0
1.0
1.0
1.0
1.0

.5
.6
.6
.6
.7

.3
.3
.3
.3
.4

.4
.4
.3
.4
.4

18.2
18.6
19.2
19.9
20.4

2010...............
2011...............
2012...............
2013...............
2014...............

6.3
6.5
6.6
6.9
7.2

6.5
6.5
6.5
6.4
6.4

2.7
2.8
3.0
3.1
3.1

1.5
1.5
1.6
1.7
1.8

1.5
1.5
1.5
1.5
1.5

1.0
1.0
1.0
1.0
1.0

.7
.7
.7
.7
.7

.4
.4
.5
.5
.5

.4
.4
.5
.5
.6

20.9
21.3
21.8
22.2
22.7

Fewer than 50.
Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years.
Data not reliable.

Sources:
• Historical figures calculated by subtracting numbers in current-payment status from numbers in force.
• Future figures computed by applying withheld rates to number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

79

Benefit Payments
III.B16.—Insured Aged Widows and Widowers With Benefits Withheld, as a Percentage of Insured Aged Widow(ers) In Force
(By age and gender, as of December 31, 1980-2014)

1
2
3

Year

60-61

62-64

65-69

70-74

1980 ...............
1985 ...............
1990 ...............

6.450
5.004
5.365

4.770
3.491
3.517

1.333
1.483
1.016

0.351
.691
.583

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

2.112
1.724
1.664
1.664
1.684

1.353
1.101
1.069
1.079
1.080

.382
.307
.303
.309
.306

.222
.180
.177
.177
.178

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 1.............

1.674
1.682
1.686
1.676
3.822

1.074
1.075
1.069
1.070
2.101

.312
.310
.312
.312
.567

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

3.828
3.838
3.834
3.824
3.825

2.101
2.094
2.097
2.113
2.120

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

3.825
3.825
3.827
3.828
3.829

1980 ...............
1985 ...............
1990 ...............

80-84

85-89

90-94

95 or older

Total

0.247
.572
.499

0.198
.267
.374

0.240
.252
.375

1.231
.356
.385

2.110
1.781
1.478

.237
.192
.189
.189
.189

.189
.154
.151
.151
.153

.143
.117
.113
.113
.114

.141
.114
.113
.117
.114

.143
.118
.114
.106
.112

.498
.398
.398
.398
.399

.177
.177
.177
.175
.194

.188
.188
.188
.187
.312

.153
.152
.152
.149
.242

.114
.113
.112
.115
.277

.114
.112
.116
.115
.591

.119
.115
.120
.109
2.587

.399
.398
.398
.399
.813

.557
.553
.553
.551
.547

.194
.194
.194
.195
.196

.314
.314
.314
.312
.310

.241
.240
.240
.239
.238

.276
.276
.278
.280
.282

.597
.595
.598
.594
.589

2.587
2.587
2.587
2.587
2.587

.818
.831
.847
.866
.876

2.110
2.103
2.106
2.107
2.109

.548
.558
.569
.568
.562

.196
.196
.196
.196
.196

.311
.311
.309
.307
.305

.237
.237
.237
.238
.239

.283
.284
.285
.286
.287

.588
.589
.592
.597
.599

2.587
2.587
2.587
2.587
2.587

.883
.887
.889
.891
.893

17.028
10.786
6.032

9.006
8.258
8.414

21.093
32.262
30.526

30.719
44.568
57.348

Aged widowers
52.120
60.904
58.935
63.391
66.377
68.998

62.020
63.119
68.502

2/

2/

2/

2/

2/

2/

26.634
27.850
30.458

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

3.903
5.019
4.292
5.870
4.115

6.958
7.628
7.296
7.994
6.208

18.160
16.075
15.713
12.658
11.697

43.588
33.352
31.137
25.509
23.555

65.649
49.811
45.446
39.033
33.918

64.444
58.468
52.182
46.127
39.330

58.571
52.778
50.000
45.872
39.091

2/
2/
2/
2/
2/

2/
2/
2/
2/
2/

16.562
15.353
14.159
12.945
10.881

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 1.............

3.030
3.577
5.507

5.193
6.495
7.218

10.821
10.770
10.288

18.097
14.584
10.528

26.774
20.136
12.466

31.656
23.359
13.848

31.356
23.967
13.281

5.785

6.019

25.991

24.988

27.015

24.649

2/
2/
2/
3/
2/

8.920
8.475
8.070

6.660

2/
2/
2/
3/
2/

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

6.653
6.641
6.648
6.660
6.657

5.778
5.751
5.757
5.794
5.804

5.991
5.975
5.960
5.933
5.915

26.456
26.258
25.912
25.763
25.799

24.997
24.971
24.993
24.984
24.959

27.040
27.097
27.117
27.165
27.109

23.397
22.582
22.131
22.257
22.162

2/
2/
2/
2/
2/

2/
2/
2/
2/
2/

10.214
10.095
9.954
9.857
9.749

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

6.658
6.660
6.656
6.654
6.652

5.758
5.730
5.733
5.727
5.727

5.916
5.918
5.892
5.861
5.855

25.839
25.767
25.692
25.771
25.899

27.052
27.039
26.951
26.990
27.014

21.870
21.472
21.398
21.205
21.391

2/
2/
2/
2/
2/

2/
2/
2/
2/
2/

9.658
9.597
9.564
9.546
9.536

1980 ...............
1985 ...............
1990 ...............

6.678
5.233
5.399

4.853
3.619
3.658

1.507
1.836
1.349

.606
1.165
1.243

24.943
24.963
24.988
24.987
24.978
Total
.754
1.206
1.254

.948
1.457
1.311

1.555
1.167
1.286

4.461
2.193
1.594

17.172
5.816
2.376

2.432
2.226
1.970

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

2.247
1.982
1.862
1.990
1.866

1.582
1.385
1.342
1.391
1.296

.596
.509
.494
.455
.446

.563
.453
.419
.354
.326

.590
.523
.501
.442
.394

.320
.315
.318
.302
.274

.182
.152
.159
.165
.158

.143
.116
.115
.119
.116

.143
.118
.114
.106
.112

.747
.641
.624
.601
.561

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 1.............

1.773
1.822
1.982
1.978
4.035

1.248
1.314
1.337
1.393
2.282

.450
.451
.445
.451
.671

.296
.276
.258
.218
.484

.340
.297
.256
.219
.481

.250
.220
.192
.167
.389

.151
.142
.128
.121
.375

.116
.114
.118
.115
.599

.119
.115
.120
.109
2.587

.532
.527
.523
.516
.999

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

4.040
4.046
4.040
4.031
4.030

2.287
2.284
2.292
2.316
2.328

.662
.660
.664
.664
.665

.497
.497
.483
.472
.467

.492
.504
.526
.551
.562

.390
.391
.393
.389
.394

.378
.378
.382
.386
.389

.598
.599
.604
.609
.604

2.587
2.587
2.587
2.587
2.580

1.008
1.024
1.044
1.066
1.080

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

4.030
4.026
4.026
4.026
4.027

2.320
2.317
2.326
2.333
2.343

.670
.687
.704
.707
.704

.465
.463
.462
.463
.465

.568
.570
.560
.550
.542

.402
.413
.434
.459
.473

.390
.390
.391
.389
.397

.602
.602
.607
.612
.614

2.582
2.581
2.581
2.578
2.579

1.090
1.097
1.102
1.107
1.112

3/

3/

3/

3/

75-79
Aged widows
0.267
.663
.624

3/

3/

3/

Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years.
In force counts are too small to yield meaningful withheld rates.
Data not reliable.

Sources:
• Historical percentages computed by dividing number withheld by number in force.
• Future percentages projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

80

3/

10.229

OASI Numbers
III.B17.—Insured Aged Spouses With Benefits Withheld
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year
1980...............
1985...............
1990...............

65-69

70-74

0.4
.6
.8

1.1
1.0
1.9

0.4
.2
.3

75-79
Aged wives
0.2
.1
.1

80-84

85-89

90 or older

Total

0.1
.1
.1

1/

1/

1/

1/

1/

1/

2.1
1.9
3.3

1/
1/
1/
1/
1/

5.6
6.3
6.0
6.0
5.5

1995...............
1996...............
1997...............
1998...............
1999...............

1.1
1.1
1.0
.9
1.3

2.9
3.3
3.2
3.2
1.6

1.3
1.5
1.5
1.6
1.3

.2
.3
.3
.4
.8

.1
.1
.1

1/

1/
1/
1/
1/

.4

0.1

2000...............
2001...............
2002...............
2003...............
2004 2 ............

1.2
1.1
1.0
.9
.2

1.4
1.2
1.0
.8
.5

1.1
.9
.7
.6
.7

.7
.6
.5
.4
.6

.3
.3
.2
.2
.2

.1
.1

1/
1/
1/
1/
1/

4.8
4.2
3.5
3.0
2.2

2005...............
2006...............
2007...............
2008...............
2009...............

.9
.9
1.0
1.0
1.1

1.0
1.0
1.1
1.1
1.1

.8
.8
.9
.9
.9

.6
.6
.6
.6
.6

.3
.3
.3
.3
.3

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

3.7
3.7
3.8
4.0
4.1

2010...............
2011...............
2012...............
2013...............
2014...............

1.2
1.2
1.2
1.3
1.3

1.2
1.2
1.3
1.4
1.5

1.0
1.0
1.1
1.1
1.2

.6
.6
.7
.7
.7

.3
.3
.3
.3
.3

.1
.1
.1
.1
.1

1/
1/
1/
1/

4.3
4.5
4.6
4.8
5.0

1/

1/

1/

1/

1/

1/

.1

1/

1/

1/

1/
1/
1/
1/
1/

2.4
2.4
2.2
2.0
1.8

1/
1/
1/
3/
1/

1.5
1.2
.9

1/
1/
1/
1/
1/

.6
.6
.6
.6
.6
.6
.6
.6
.7
.7

1980...............
1985...............
1990...............

1
2
3

62-64

.1
.1
.1

.3
.5
.8

.2
.3
.7

Aged husbands
.1
.1
.3

1/
1/
1/

1/

1995...............
1996...............
1997...............
1998...............
1999...............

.1
.1
.1

.5
.5
.4
.4
.4

.9
.8
.7
.6
.4

.6
.7
.7
.6
.6

.2
.3
.3
.3
.3

.1
.1
.1
.1

2000...............
2001...............
2002...............
2003...............
2004 2 ............

1/
1/
1/
3/
1/

.3
.2
.2

.3
.3
.2

.5
.4
.2

.3
.3
.2

.1
.1
.1

.1

.1

.1

.2

2005...............
2006...............
2007...............
2008...............
2009...............

1/
1/
1/
1/
1/

.1
.1
.1
.1
.1

.1
.1
.1
.1
.1

.1
.1
.1
.1
.1

.2
.2
.2
.2
.2

.1
.1
.1
.1

2010...............
2011...............
2012...............
2013...............
2014...............

1/
1/
1/
1/

.1
.1
.1
.1
.1

.1
.1
.1
.1
.1

.1
.1
.1
.1
.2

.2
.2
.2
.2
.2

.1
.1
.1
.1
.1

1/
1/
1/
1/

Total
.3
.2
.4

.1
.1
.1

1/

1/

1/

1/

1/
1/

1/

3/

3/

3/

3/

3/
1/
1/

1/

.7
1.0
1.9

3/

.6

2.8
3.0
5.2

1980...............
1985...............
1990...............

.4
.7
.9

1.4
1.5
2.7

.6
.5
1.0

1/

1/

1995...............
1996...............
1997...............
1998...............
1999...............

1.1
1.1
1.0
.9
1.3

3.4
3.8
3.6
3.6
2.0

2.1
2.3
2.2
2.1
1.7

.8
1.0
1.0
1.0
1.4

.3
.4
.3
.3
.6

.1
.1
.1
.1
.2

1/
1/
1/
1/
1/

7.9
8.7
8.2
8.0
7.3

2000...............
2001...............
2002...............
2003...............
2004 2 ............

1.2
1.1
1.0
.9
.2

1.7
1.4
1.1
.9
.6

1.4
1.2
.9
.6
.8

1.2
1.0
.8
.6
.8

.6
.5
.5
.4
.4

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

6.3
5.4
4.4
3.5
2.8

2005...............
2006...............
2007...............
2008...............
2009...............

.9
.9
1.0
1.0
1.1

1.1
1.1
1.2
1.2
1.3

.9
.9
.9
1.0
1.0

.8
.8
.8
.7
.8

.5
.5
.5
.5
.5

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

4.2
4.3
4.4
4.6
4.7

2010...............
2011...............
2012...............
2013...............
2014...............

1.2
1.2
1.3
1.3
1.3

1.3
1.4
1.4
1.5
1.6

1.1
1.1
1.2
1.2
1.3

.8
.8
.8
.8
.9

.5
.5
.5
.5
.5

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

4.9
5.1
5.3
5.5
5.7

Fewer than 50.
Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years.
Data not reliable.

Sources:
• Historical figures calculated by subtracting numbers in current-payment status from numbers in force.
• Future figures computed by applying withheld rates to number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

81

Benefit Payments
III.B18.—Insured Aged Spouses With Benefits Withheld, as a Percentage of Insured Aged Spouses In Force
(By age and gender, as of December 31, 1980-2014)

1
2

Year

62-64

65-69

70-74

80-84

85-89

90 or older

Total

1.579
.786
1.039

75-79
Aged wives
1.438
.702
.635

1980 ...............
1985 ...............
1990 ...............

2.026
2.438
3.295

4.239
3.217
4.758

1.597
.880
.842

1.675
1.070
1.101

2.370
1.633
2.141

2.476
1.888
2.594

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

4.012
4.053
4.018
3.754
5.138

6.674
7.248
7.571
7.520
3.800

3.026
3.475
3.582
3.680
2.982

.949
1.243
1.217
1.356
2.882

.757
.793
.544
.101
2.869

1.150
1.031
.724
.239
2.927

2.434
2.857
2.505
1.942
2.733

3.759
4.072
4.123
4.027
3.515

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 1.............

4.779
4.269
3.826
3.513
.741

3.452
2.915
2.468
2.154
1.313

2.620
2.089
1.631
1.317
1.565

2.512
1.984
1.529
1.221
1.902

2.532
1.977
1.531
1.198
.940

2.545
1.972
1.532
1.187
.225

2.511
2.010
1.568
1.099
.787

3.152
2.615
2.157
1.834
1.349

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

3.425
3.420
3.420
3.428
3.432

2.461
2.456
2.455
2.456
2.453

1.849
1.848
1.848
1.849
1.848

1.829
1.829
1.830
1.830
1.830

1.636
1.635
1.634
1.634
1.633

1.499
1.497
1.498
1.498
1.498

1.595
1.595
1.595
1.595
1.595

2.209
2.214
2.218
2.226
2.238

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

3.426
3.421
3.422
3.421
3.421

2.448
2.452
2.463
2.468
2.460

1.847
1.848
1.850
1.848
1.846

1.832
1.833
1.834
1.835
1.835

1.634
1.634
1.634
1.634
1.635

1.498
1.499
1.499
1.499
1.499

1.595
1.595
1.595
1.595
1.595

2.248
2.253
2.256
2.257
2.255

1980 ...............
1985 ...............
1990 ...............

78.205
79.389
73.504

84.080
83.411
83.496

68.405
53.096
80.626

Aged husbands
42.935
31.864
57.002

28.767
20.870
36.771

23.810
12.500
26.786

16.667
11.111
28.571

66.789
59.545
71.852

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

61.207
61.111
55.789
48.352
42.553

70.604
68.541
63.728
59.941
56.502

77.236
74.864
69.459
63.314
55.164

78.030
78.465
75.632
73.086
69.212

58.824
65.291
67.402
68.627
68.613

43.243
46.341
44.444
43.307
45.736

33.333
33.333
34.483
35.484
34.375

71.802
71.433
67.927
64.472
60.252

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 1.............

38.298
34.021
21.429

47.536
39.641
27.638

45.749
36.519
23.228

62.667
54.303
39.967

67.299
63.810
56.448

46.512
51.908
48.800

32.353
26.471
20.588

53.555
46.554
34.808

8.594

15.361

10.898

23.156

44.444

34.266

17.073

21.348

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

10.037
10.037
10.037
10.037
10.037

14.494
14.505
14.505
14.521
14.534

11.445
11.444
11.445
11.453
11.454

23.450
23.502
23.498
23.552
23.540

42.669
42.668
42.655
42.667
42.694

32.800
32.916
32.754
32.638
32.481

17.073
17.073
17.073
17.073
17.073

21.038
21.003
20.921
20.810
20.654

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

10.037
10.037
10.037
10.037
10.037

14.531
14.509
14.503
14.527
14.541

11.451
11.457
11.467
11.461
11.446

23.390
23.324
23.231
23.226
23.192

42.669
42.693
42.703
42.734
42.693

32.397
32.427
32.443
32.404
32.344

17.073
17.073
17.073
17.073
17.073

20.473
20.292
20.111
19.939
19.801

1980 ...............
1985 ...............
1990 ...............

2.356
2.878
3.614

5.453
4.892
6.545

2.547
1.830
3.083

Total
2.057
1.334
2.133

1.997
1.276
1.850

2.058
1.325
1.834

2.765
1.969
3.226

3.294
2.878
4.041

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

4.263
4.288
4.224
3.923
5.279

7.753
8.247
8.483
8.349
4.595

4.971
5.231
5.104
4.884
3.908

3.505
3.799
3.721
3.624
4.690

2.841
3.179
3.094
2.587
4.993

2.869
2.929
2.632
2.029
4.615

3.992
4.449
4.331
3.846
4.281

5.240
5.519
5.495
5.246
4.558

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 1.............

4.908
4.380
3.891

4.137
3.461
2.843

3.363
2.629
1.953

4.005
3.064
2.209

4.618
3.758
2.993

4.344
3.969
3.346

3.938
3.012
2.265

4.062
3.334
2.660

.781

1.551

1.709

2.259

2.010

1.539

1.419

1.671

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

3.458
3.454
3.453
3.460
3.464

2.662
2.654
2.653
2.654
2.651

1.995
1.993
1.992
1.991
1.988

2.198
2.201
2.202
2.204
2.203

2.646
2.650
2.657
2.666
2.679

2.721
2.737
2.745
2.751
2.748

2.202
2.204
2.216
2.221
2.227

2.511
2.513
2.515
2.520
2.526

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

3.458
3.453
3.453
3.453
3.452

2.647
2.650
2.661
2.664
2.655

1.986
1.987
1.988
1.987
1.985

2.199
2.195
2.191
2.187
2.182

2.692
2.701
2.705
2.706
2.704

2.747
2.760
2.773
2.785
2.802

2.244
2.247
2.248
2.252
2.249

2.529
2.530
2.529
2.526
2.521

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

2/

Revised historical estimates of insured versus uninsured beneficiaries for 2004. Future editions will extend the revision to prior historical years.
Data not reliable.

Sources:
• Historical percentages computed by dividing number withheld by number in force.
• Future percentages projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

82

2/

2/

2/

2/

OASI Numbers
III.B19.—Retired Workers With Benefits In Current-Payment Status
(By age and gender, as of December 31, 1980-2014)
[In thousands]
Year

62-64

65-69

70-74

75-79

1980...............
1985...............
1990...............

998.3
1,288.9
1,336.0

3,358.5
3,573.0
3,899.5

2,703.0
3,057.3
3,285.1

1,773.0
2,043.4
2,310.7

80-84
Male
989.6
1,135.1
1,326.8

1995...............
1996...............
1997...............
1998...............
1999...............

1,315.6
1,293.8
1,275.0
1,281.4
1,296.8

3,907.9
3,875.7
3,842.4
3,788.4
3,791.2

3,621.4
3,611.4
3,635.5
3,640.1
3,618.3

2,547.5
2,643.5
2,709.4
2,761.2
2,829.5

2000...............
2001...............
2002...............
2003...............
2004...............

1,329.1
1,337.0
1,338.9
1,332.5
1,370.3

4,071.0
4,120.5
4,186.6
4,250.5
4,265.5

3,635.4
3,629.2
3,613.8
3,587.3
3,610.8

2005...............
2006...............
2007...............
2008...............
2009...............

1,420.0
1,463.8
1,492.4
1,554.2
1,659.0

4,320.0
4,433.0
4,599.1
4,764.0
4,941.1

2010...............
2011...............
2012...............
2013...............
2014...............

1,756.7
1,807.0
1,827.9
1,857.5
1,889.5

1980...............
1985...............
1990...............

85-89

90-94

95 or older

Total

468.4
508.5
591.6

144.2
175.0
190.5

27.8
38.7
46.5

10,462.8
11,819.9
12,986.8

1,543.4
1,578.5
1,611.0
1,652.8
1,674.7

705.6
728.4
753.6
777.8
805.1

226.4
234.1
242.8
250.8
257.5

50.7
51.2
52.9
54.2
55.2

13,918.4
14,016.6
14,122.7
14,206.6
14,328.2

2,850.2
2,853.2
2,882.0
2,901.3
2,901.8

1,736.3
1,814.0
1,868.0
1,918.7
1,981.0

828.8
850.6
873.4
906.7
930.4

264.3
272.2
282.0
293.3
307.5

56.1
57.1
58.6
60.7
62.6

14,771.4
14,933.9
15,103.3
15,251.1
15,430.1

3,628.0
3,670.9
3,742.1
3,870.2
3,993.9

2,923.6
2,923.3
2,916.4
2,895.3
2,913.4

1,996.2
2,001.5
2,023.5
2,037.9
2,039.0

966.8
1,010.1
1,036.9
1,060.3
1,088.8

314.9
320.6
327.9
337.4
342.7

61.0
60.3
60.7
61.2
62.4

15,630.5
15,883.5
16,199.0
16,580.6
17,040.2

5,140.6
5,378.2
5,666.1
5,971.3
6,288.7

4,120.7
4,291.4
4,497.4
4,694.6
4,871.9

2,935.1
2,975.4
3,040.3
3,150.4
3,257.3

2,060.8
2,065.3
2,067.0
2,057.6
2,077.0

1,099.8
1,106.8
1,123.3
1,135.5
1,140.1

358.0
375.8
386.6
396.5
408.1

63.5
64.4
66.0
68.2
69.6

17,535.2
18,064.2
18,674.6
19,331.6
20,002.3

1,024.5
1,171.6
1,166.8

2,653.9
2,853.0
3,081.3

2,198.1
2,537.4
2,731.7

1,559.4
1,901.4
2,187.7

Female
963.0
1,214.2
1,483.8

504.7
628.0
800.7

166.6
248.9
311.0

31.4
61.1
91.3

9,101.6
10,615.4
11,854.3

1995...............
1996...............
1997...............
1998...............
1999...............

1,124.2
1,121.7
1,126.7
1,151.2
1,175.0

3,056.7
3,040.0
3,047.3
3,033.1
3,064.0

2,969.6
2,964.0
3,027.3
3,036.3
3,005.9

2,369.9
2,430.6
2,504.5
2,539.5
2,602.2

1,723.2
1,762.0
1,812.1
1,852.6
1,858.3

991.4
1,021.5
1,063.9
1,096.5
1,130.1

406.1
425.5
446.6
465.5
479.2

119.0
123.2
130.5
136.2
140.5

12,760.1
12,888.5
13,158.9
13,310.9
13,455.3

2000...............
2001...............
2002...............
2003...............
2004...............

1,217.4
1,234.2
1,247.1
1,257.4
1,312.7

3,202.1
3,276.1
3,359.7
3,464.8
3,536.7

3,003.2
3,001.3
2,999.6
2,992.8
3,032.5

2,625.7
2,624.0
2,640.6
2,650.0
2,630.1

1,894.1
1,944.8
1,977.6
2,006.3
2,061.9

1,155.1
1,177.7
1,196.2
1,223.1
1,231.3

491.1
501.9
517.1
532.3
552.1

145.2
148.8
153.5
158.8
164.7

13,733.8
13,908.8
14,091.4
14,285.6
14,521.9

2005...............
2006...............
2007...............
2008...............
2009...............

1,366.9
1,421.0
1,467.1
1,549.2
1,680.6

3,641.1
3,787.0
3,954.5
4,106.1
4,267.9

3,083.4
3,160.4
3,263.6
3,427.9
3,586.0

2,624.7
2,616.3
2,612.0
2,598.7
2,625.5

2,075.2
2,068.9
2,077.1
2,077.4
2,056.5

1,252.6
1,283.3
1,300.2
1,313.6
1,342.9

560.3
566.5
571.4
579.7
578.6

166.3
167.5
172.2
171.1
174.9

14,770.4
15,070.9
15,418.1
15,823.5
16,312.8

2010...............
2011...............
2012...............
2013...............
2014...............

1,808.0
1,893.8
1,949.4
2,008.0
2,071.5

4,452.2
4,679.8
4,961.0
5,267.2
5,595.5

3,730.7
3,902.0
4,092.9
4,263.9
4,419.0

2,672.4
2,740.6
2,833.6
2,978.9
3,118.6

2,055.0
2,050.3
2,050.9
2,043.8
2,068.8

1,353.0
1,350.8
1,358.7
1,361.4
1,350.8

590.4
607.0
616.3
624.3
639.7

177.2
178.7
180.8
184.0
183.4

16,838.9
17,403.0
18,043.5
18,731.5
19,447.3

1980...............
1985...............
1990...............

2,022.8
2,460.4
2,502.9

6,012.4
6,426.0
6,980.7

4,901.1
5,594.7
6,016.8

3,332.4
3,944.7
4,498.4

Total
1,952.6
2,349.3
2,810.7

973.1
1,136.5
1,392.3

310.9
423.8
501.5

59.2
99.7
137.7

19,564.4
22,435.3
24,841.0

1995...............
1996...............
1997...............
1998...............
1999...............

2,439.8
2,415.5
2,401.7
2,432.7
2,471.8

6,964.6
6,915.7
6,889.8
6,821.4
6,855.2

6,591.0
6,575.4
6,662.8
6,676.4
6,624.2

4,917.4
5,074.2
5,213.9
5,300.7
5,431.7

3,266.6
3,340.5
3,423.1
3,505.4
3,533.0

1,697.0
1,749.9
1,817.5
1,874.3
1,935.2

632.4
659.6
689.4
716.3
736.8

169.7
174.3
183.4
190.4
195.7

26,678.5
26,905.1
27,281.7
27,517.5
27,783.5

2000...............
2001...............
2002...............
2003...............
2004...............

2,546.5
2,571.2
2,585.9
2,589.9
2,683.0

7,273.1
7,396.6
7,546.3
7,715.3
7,802.2

6,638.6
6,630.5
6,613.4
6,580.1
6,643.3

5,475.9
5,477.2
5,522.6
5,551.3
5,531.9

3,630.4
3,758.8
3,845.6
3,925.1
4,043.0

1,984.0
2,028.3
2,069.6
2,129.8
2,161.8

755.4
774.1
799.2
825.6
859.6

201.3
205.9
212.1
219.6
227.3

28,505.2
28,842.7
29,194.7
29,536.6
29,952.0

2005...............
2006...............
2007...............
2008...............
2009...............

2,786.9
2,884.8
2,959.5
3,103.4
3,339.6

7,961.0
8,220.0
8,553.6
8,870.1
9,209.0

6,711.4
6,831.3
7,005.7
7,298.0
7,579.9

5,548.3
5,539.7
5,528.4
5,494.0
5,538.9

4,071.4
4,070.4
4,100.5
4,115.3
4,095.4

2,219.4
2,293.4
2,337.1
2,373.8
2,431.7

875.2
887.2
899.3
917.1
921.2

227.3
227.8
233.0
232.3
237.3

30,400.9
30,954.4
31,617.1
32,404.0
33,353.0

2010...............
2011...............
2012...............
2013...............
2014...............

3,564.8
3,700.8
3,777.2
3,865.5
3,961.1

9,592.8
10,058.0
10,627.1
11,238.5
11,884.2

7,851.4
8,193.4
8,590.3
8,958.5
9,290.9

5,607.5
5,716.0
5,873.9
6,129.3
6,375.9

4,115.8
4,115.6
4,117.9
4,101.5
4,145.8

2,452.8
2,457.6
2,481.9
2,496.9
2,491.0

948.4
982.7
1,002.9
1,020.8
1,047.8

240.6
243.1
246.8
252.2
253.1

34,374.1
35,467.2
36,718.1
38,063.1
39,449.6

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

83

Benefit Payments
III.B20.—Insured Aged Widows and Widowers With Benefits In Current-Payment Status
(By age and gender, as of December 31, 1980-2014)
[In thousands]

1

Year

60-61

62-64

65-69

70-74

80-84

85-89

90-94

95 or older

Total

235.4
269.9
329.3

75-79
Aged widows
136.5
200.2
224.3

1980 ...............
1985 ...............
1990 ...............

113.8
118.9
102.1

225.0
277.4
258.9

301.1
390.2
461.2

98.2
105.5
148.1

31.3
65.1
72.0

4.6
16.6
27.1

0.3
1.4
5.9

1,146.1
1,445.2
1,628.9

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

96.9
95.3
95.2
93.1
93.9

228.0
224.0
219.1
215.7
216.5

446.6
434.9
409.7
395.2
384.9

432.1
425.5
376.3
369.3
362.4

283.0
316.1
301.8
311.0
316.7

175.6
179.5
163.8
172.7
182.6

105.5
107.7
99.5
96.1
97.2

42.6
44.6
46.0
45.4
46.4

11.2
11.9
12.3
12.2
12.5

1,821.6
1,839.5
1,723.7
1,710.7
1,713.1

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

94.9
94.1
98.0
102.2
101.4

219.2
221.4
215.8
217.9
232.6

374.9
374.3
368.4
371.4
372.2

352.8
330.6
319.1
304.5
298.6

323.7
320.5
323.2
324.8
307.3

197.6
221.3
231.6
247.9
247.4

99.3
101.4
107.6
113.0
124.1

44.0
44.6
44.0
45.4
46.3

13.5
13.0
11.7
12.8
14.8

1,719.7
1,721.1
1,719.2
1,739.9
1,744.6

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

104.4
112.9
125.1
132.8
135.9

234.1
234.6
233.8
238.6
249.2

372.1
376.2
381.6
384.3
387.6

291.6
288.9
290.9
297.2
303.5

298.1
287.2
275.9
266.1
262.2

253.7
255.8
256.8
255.1
249.8

133.9
145.0
154.5
162.8
168.6

47.7
49.5
52.7
55.4
59.6

14.7
14.4
11.9
15.7
15.9

1,750.2
1,764.6
1,783.3
1,808.0
1,832.2

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

139.7
143.2
147.2
153.2
159.4

257.1
258.3
255.1
251.6
248.3

392.0
400.4
411.4
421.6
431.7

315.7
330.3
346.5
360.9
374.1

242.7
234.4
225.8
218.6
216.2

172.8
174.3
175.3
174.4
171.0

64.4
69.8
74.4
78.4
81.2

16.1
16.8
17.9
19.3
22.2

1,856.6
1,881.9
1,910.0
1,940.4
1,972.6

1980 ...............
1985 ...............
1990 ...............

2.2
4.6
5.5

4.3
7.3
7.3

2.1
3.1
3.7

1.4
1.6
1.7

.5
.6
.6

.3
.4
.3

1/

1/

.1
.1

1/

11.4
18.4
19.8

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

7.8
7.8
7.5
7.5
7.4

9.2
9.5
9.4
9.5
9.0

4.5
4.8
4.3
4.2
4.2

1.9
2.4
2.0
1.9
1.8

.5
1.1
1.1
1.2
1.3

.1
.2
.3
.3
.3

1/
1/
1/

.1
.1

1/
1/
1/
1/
1/

1/
1/
1/
1/
1/

24.1
25.8
24.8
24.7
24.1

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

7.4
7.4
7.9
8.6
8.0

9.3
9.7
9.2
10.2
11.5

4.5
4.6
4.5
5.6
6.8

1.9
2.0
2.3
2.3
2.5

1.4
1.4
1.6
1.9
1.6

.4
.5
.6
.7
1.0

.1
.1
.1
.1
.4

1/
1/
1/
1/
1/

1/
1/
1/
1/
1/

24.9
25.7
26.2
29.4
31.9

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

8.2
8.8
9.6
10.1
10.3

12.0
12.4
12.7
13.4
14.3

6.9
7.1
7.5
7.8
8.2

2.5
2.5
2.5
2.4
2.4

1.6
1.7
1.8
2.0
2.0

1.0
1.1
1.1
1.0
1.1

.5
.5
.6
.6
.6

.1
.1
.1
.2
.2

1/
1/
1/
1/
1/

32.8
34.1
35.9
37.5
39.3

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

10.5
10.6
10.8
11.2
11.6

15.1
15.6
15.9
16.2
16.5

8.7
9.3
10.1
10.8
11.3

2.5
2.6
2.7
2.8
2.9

2.0
2.0
2.0
2.0
2.0

1.1
1.1
1.2
1.3
1.4

.7
.7
.7
.7
.7

.2
.2
.3
.3
.3

1/
1/
1/

.1
.1

40.9
42.3
43.8
45.3
46.8

1980 ...............
1985 ...............
1990 ...............

116.1
123.5
107.7

229.3
284.7
266.2

303.2
393.3
464.8

236.8
271.5
330.9

Total
137.1
201.0
225.0

98.6
106.1
148.7

31.5
65.5
72.3

4.6
16.7
27.2

.3
1.4
6.0

1,157.6
1,463.6
1,648.7

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

104.7
103.2
102.7
100.6
101.3

237.2
233.5
228.5
225.2
225.5

451.1
439.7
414.0
399.3
389.1

434.1
427.8
378.4
371.2
364.2

283.6
317.1
303.0
312.3
318.0

175.7
179.7
164.1
173.0
183.0

105.5
107.8
99.6
96.2
97.3

42.6
44.6
46.0
45.4
46.4

11.2
11.9
12.3
12.2
12.5

1,845.7
1,865.3
1,748.5
1,735.4
1,737.2

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

102.2
101.5
105.9
110.8
109.4

228.5
231.1
225.0
228.1
244.1

379.3
378.8
372.9
377.0
379.0

354.7
332.6
321.4
306.9
301.1

325.0
321.9
324.7
326.7
308.9

198.0
221.8
232.2
248.6
248.4

99.4
101.5
107.7
113.2
124.5

44.0
44.6
44.0
45.4
46.3

13.5
13.0
11.7
12.8
14.8

1,744.6
1,746.8
1,745.4
1,769.3
1,776.5

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

112.6
121.7
134.8
142.9
146.2

246.1
247.0
246.5
252.0
263.6

379.0
383.3
389.1
392.2
395.9

294.1
291.4
293.4
299.6
305.9

299.7
288.9
277.7
268.0
264.2

254.7
256.9
257.9
256.1
250.9

134.3
145.6
155.0
163.5
169.2

47.8
49.6
52.8
55.5
59.8

14.7
14.4
11.9
15.7
15.9

1,783.0
1,798.7
1,819.1
1,845.6
1,871.4

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

150.2
153.9
158.1
164.3
171.0

272.2
273.9
270.9
267.7
264.8

400.7
409.7
421.6
432.4
443.0

318.2
332.9
349.2
363.8
377.0

258.3
256.3
258.4
264.4
270.4

243.8
235.5
227.0
219.9
217.6

173.4
175.0
176.0
175.1
171.7

64.6
70.1
74.6
78.7
81.5

16.2
16.9
18.0
19.3
22.3

1,897.5
1,924.2
1,953.8
1,985.7
2,019.4

256.3
254.3
256.4
262.4
268.5
Aged widowers
.6
.8
.7

Fewer than 50.

Sources:
• Historical figures estimated from the Continuous Work History Sample and a 1 percent sample of the Master Beneficiary Record.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

84

1/

OASI Numbers
III.B21.—Insured Aged Spouses With Benefits In Current-Payment Status
(By age and gender, as of December 31, 1980-2014)
[In thousands]

1

Year

62-64

65-69

70-74

1980...............
1985...............
1990...............

17.6
22.2
24.8

24.9
29.3
37.8

21.8
26.0
32.4

1995...............
1996...............
1997...............
1998...............
1999...............

25.2
25.1
22.9
23.0
23.6

40.5
41.8
38.7
38.8
40.6

40.7
42.2
39.9
40.9
42.7

2000...............
2001...............
2002...............
2003...............
2004...............

23.2
24.7
25.2
25.8
25.0

38.5
39.4
38.5
37.3
38.0

2005...............
2006...............
2007...............
2008...............
2009...............

25.3
26.2
26.9
28.1
30.3

2010...............
2011...............
2012...............
2013...............
2014...............
1980...............
1985...............
1990...............

80-84

85-89

90 or older

Total

4.8
5.6
7.7

1.2
1.4
1.9

0.2
.2
.3

82.5
98.9
123.3

22.9
25.2
24.7
26.0
28.6

10.0
10.6
10.2
10.8
12.0

2.6
2.8
2.7
2.9
3.1

.4
.5
.5
.5
.6

142.3
148.2
139.6
143.0
151.0

41.2
43.1
43.1
42.9
42.9

28.7
31.4
33.0
34.9
33.4

12.4
13.9
14.8
15.7
17.0

2.9
3.1
3.1
3.1
3.6

.7
.8
.9
1.0
1.0

147.5
156.3
158.5
160.6
160.9

38.7
40.3
42.0
43.6
45.3

43.3
44.3
45.7
47.8
50.0

33.3
33.1
32.9
32.6
32.9

17.0
16.9
17.0
16.9
16.7

3.6
3.7
3.8
3.8
3.9

1.0
1.0
1.0
1.0
1.0

162.2
165.6
169.3
174.0
180.1

32.6
34.1
34.9
35.8
36.7

47.2
49.4
52.0
55.0
58.5

52.0
54.4
57.0
59.4
61.6

33.4
34.2
35.3
37.1
38.7

16.7
16.6
16.5
16.4
16.6

3.9
3.9
4.0
3.9
3.9

1.1
1.2
1.1
1.1
1.2

186.9
193.7
200.8
208.8
217.2

1/

.1
.1
.2

.1
.3
.2

.1
.1
.1

1/

1/

1/

1/

.4
.7
.8

1/
1/

Aged husbands
.1
.2
.2

1/

1/

.9
1.0
1.0
1.1
1.2

.1

.2
.2
.3
.3
.3

.3
.3
.3
.3
.4

.2
.2
.2
.2
.3

.2
.1
.1
.1
.1

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

.1
.1
.1
.1
.1

.3
.4
.4
.5
.6

.4
.4
.5
.6
.6

.3
.3
.4
.4
.4

.1
.2
.2
.2
.2

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

1.3
1.4
1.7
1.9
2.1

2005...............
2006...............
2007...............
2008...............
2009...............

.1
.1
.1
.1
.1

.6
.6
.6
.6
.7

.6
.6
.6
.6
.7

.5
.4
.4
.4
.4

.2
.3
.3
.3
.3

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

2.1
2.2
2.2
2.3
2.3

2010...............
2011...............
2012...............
2013...............
2014...............

.1
.2
.2
.2
.2

.7
.7
.8
.8
.8

.7
.7
.8
.8
.8

.5
.5
.5
.5
.5

.3
.3
.3
.3
.3

.1
.1
.1
.1
.1

1/
1/
1/
1/
1/

2.4
2.5
2.5
2.6
2.7

4.9
5.7
7.8

1.2
1.4
1.9

.2
.2
.3

82.8
99.6
124.1

1995...............
1996...............
1997...............
1998...............
1999...............
2000...............
2001...............
2002...............
2003...............
2004...............

1/
1/
1/
1/

75-79
Aged wives
12.0
14.2
18.5

1980...............
1985...............
1990...............

17.6
22.2
24.9

25.0
29.4
37.9

21.9
26.2
32.5

Total
12.1
14.4
18.7

1995...............
1996...............
1997...............
1998...............
1999...............

25.3
25.2
22.9
23.1
23.6

40.7
42.0
39.0
39.1
40.9

41.0
42.5
40.2
41.2
43.0

23.0
25.4
24.9
26.3
28.8

10.1
10.8
10.4
11.0
12.1

2.6
2.9
2.8
3.0
3.1

.5
.5
.5
.5
.6

143.2
149.1
140.6
144.1
152.2

2000...............
2001...............
2002...............
2003...............
2004...............

23.2
24.8
25.3
25.8
25.2

38.8
39.8
38.9
37.8
38.6

41.6
43.5
43.6
43.5
43.5

29.0
31.7
33.3
35.3
33.9

12.5
14.0
15.0
15.9
17.2

3.0
3.1
3.1
3.2
3.6

.7
.8
.9
1.0
1.0

148.8
157.7
160.2
162.5
163.0

2005...............
2006...............
2007...............
2008...............
2009...............

25.4
26.3
27.0
28.3
30.5

39.3
40.9
42.6
44.2
46.0

43.9
44.9
46.3
48.5
50.6

33.7
33.5
33.3
33.1
33.3

17.2
17.2
17.2
17.2
17.0

3.7
3.8
3.9
3.9
4.0

1.0
1.0
1.1
1.1
1.1

164.3
167.7
171.5
176.3
182.5

2010...............
2011...............
2012...............
2013...............
2014...............

32.7
34.2
35.0
35.9
36.9

47.9
50.1
52.7
55.8
59.3

52.7
55.1
57.8
60.2
62.4

33.9
34.7
35.8
37.6
39.2

16.9
16.8
16.8
16.7
16.9

4.1
4.0
4.1
4.1
4.0

1.1
1.2
1.2
1.2
1.2

189.3
196.2
203.4
211.4
220.0

Fewer than 50.

Sources:
• Historical figures estimated from the Continuous Work History Sample and a 1 percent sample of the Master Beneficiary Record.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

85

Benefit Payments
III.B22.—Retired Workers With Benefits In Force
(End of calendar years 1980-2004 and calendar half years 2005-14)
[Numbers in thousands]
Male
62-64

Female
Total

62-64

65 or older

Number
in force

Percent of
calendar
year change
occurring
in previous
6 months

Total

Number
in force

Percent
of female
retired
workers

65 or older

Number
in force

Percent of
calendar
year change
occurring
in previous
6 months

Calendar
period

Number
in force

Percent
of male
retired
workers

1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............

1,021.4
1,088.6
1,164.8
1,229.8
1,281.6

9.43
9.81
10.25
10.56
10.80

9,808.3
10,011.4
10,201.2
10,415.5
10,586.1

10,829.7
11,100.0
11,366.0
11,645.2
11,867.6

43.65
40.43
49.31
58.95
57.34

1,035.9
1,058.4
1,102.6
1,134.5
1,168.6

11.26
11.12
11.21
11.17
11.19

8,160.0
8,459.7
8,736.5
9,023.6
9,270.2

9,195.9
9,518.1
9,839.1
10,158.1
10,438.8

47.35
48.31
47.49
31.05
39.55

1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............

1,311.5
1,337.2
1,363.4
1,362.3
1,356.4

10.82
10.79
10.80
10.63
10.41

10,804.5
11,051.1
11,261.2
11,451.2
11,673.3

12,116.0
12,388.3
12,624.6
12,813.5
13,029.7

58.10
45.06
42.25
46.87
46.93

1,186.0
1,198.1
1,216.1
1,214.8
1,197.3

11.06
10.88
10.79
10.56
10.20

9,537.5
9,816.8
10,060.1
10,286.9
10,535.3

10,723.5
11,014.8
11,276.3
11,501.7
11,732.6

37.61
48.15
45.91
48.83
49.46

1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............

1,359.1
1,369.2
1,376.9
1,371.7
1,371.6

10.26
10.16
10.04
9.88
9.77

11,889.3
12,110.0
12,338.2
12,518.6
12,661.3

13,248.3
13,479.2
13,715.1
13,890.2
14,033.0

46.50
42.63
42.42
39.40
44.57

1,181.6
1,165.6
1,156.7
1,144.5
1,152.3

9.89
9.58
9.34
9.12
9.06

10,771.8
10,999.8
11,225.7
11,411.3
11,560.2

11,953.4
12,165.3
12,382.4
12,555.8
12,712.5

48.82
45.23
45.46
44.17
47.99

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

1,341.9
1,322.7
1,301.6
1,309.2
1,324.1

9.47
9.27
9.06
9.07
9.10

12,821.9
12,944.9
13,057.4
13,130.8
13,232.0

14,163.8
14,267.6
14,359.0
14,440.0
14,556.2

34.86
46.62
45.25
42.55
55.10

1,141.1
1,141.1
1,143.8
1,169.7
1,193.6

8.87
8.78
8.63
8.73
8.81

11,719.9
11,851.1
12,109.8
12,234.7
12,355.2

12,860.9
12,992.2
13,253.6
13,404.4
13,548.8

40.96
50.90
74.66
45.29
50.98

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

1,356.5
1,362.1
1,362.4
1,355.4
1,397.0

9.14
9.08
8.98
8.85
9.01

13,488.6
13,636.2
13,804.7
13,962.5
14,109.0

14,845.1
14,998.3
15,167.1
15,317.9
15,506.0

38.93
37.41
38.68
52.60
54.95

1,236.0
1,251.7
1,263.7
1,273.4
1,331.4

8.97
8.97
8.94
8.89
9.14

12,540.0
12,695.1
12,866.0
13,052.6
13,238.3

13,776.0
13,946.8
14,129.7
14,326.1
14,569.8

43.29
40.74
45.75
49.07
53.82

2005-II ...........
2005-IV..........

1,407.2
1,448.0

9.02
9.22

14,200.7
14,260.7

15,607.9
15,708.7

50.27
49.73

1,363.7
1,387.7

9.29
9.36

13,320.4
13,432.0

14,684.2
14,819.7

45.77
54.23

2006-II ...........
2006-IV..........

1,456.9
1,492.3

9.20
9.35

14,387.0
14,474.4

15,843.9
15,966.8

52.37
47.63

1,404.0
1,442.9

9.38
9.54

13,558.8
13,680.9

14,962.8
15,123.8

47.07
52.93

2007-II ...........
2007-IV..........

1,498.1
1,521.1

9.28
9.34

14,639.3
14,766.5

16,137.4
16,287.6

53.20
46.80

1,452.3
1,489.6

9.49
9.63

13,846.3
13,984.7

15,298.5
15,474.3

49.86
50.14

2008-II ...........
2008-IV..........

1,533.7
1,584.1

9.30
9.50

14,961.2
15,090.8

16,494.9
16,674.9

53.52
46.48

1,515.1
1,573.0

9.66
9.90

14,164.2
14,310.3

15,679.2
15,883.3

50.11
49.89

2009-II ...........
2009-IV..........

1,605.4
1,690.6

9.48
9.86

15,323.5
15,457.6

16,928.9
17,148.2

53.66
46.34

1,614.5
1,706.3

10.01
10.42

14,517.6
14,673.4

16,132.1
16,379.7

50.12
49.88

2010-II ...........
2010-IV..........

1,710.4
1,789.8

9.82
10.14

15,704.4
15,855.2

17,414.9
17,645.0

53.67
46.33

1,732.2
1,835.5

10.40
10.86

14,926.5
15,071.5

16,658.7
16,907.0

52.91
47.09

2011-II ...........
2011-IV..........

1,800.2
1,841.8

10.04
10.13

16,136.1
16,345.6

17,936.2
18,187.3

53.70
46.30

1,853.1
1,923.4

10.77
11.00

15,351.9
15,559.1

17,205.0
17,482.5

51.78
48.22

2012-II ...........
2012-IV..........

1,846.0
1,863.0

9.97
9.91

16,671.8
16,939.6

18,517.8
18,802.5

53.72
46.28

1,934.8
1,980.0

10.86
10.92

15,882.3
16,146.7

17,817.1
18,126.8

51.93
48.07

2013-II ...........
2013-IV..........

1,869.0
1,893.2

9.76
9.73

17,287.9
17,569.2

19,157.0
19,462.4

53.71
46.29

1,992.0
2,039.8

10.77
10.84

16,499.0
16,777.8

18,490.9
18,817.5

52.72
47.28

2014-II ...........
2014-IV..........

1,899.7
1,925.9

9.58
9.56

17,924.6
18,210.5

19,824.3
20,136.4

53.70
46.30

2,052.7
2,104.5

10.69
10.77

17,145.7
17,431.6

19,198.4
19,536.1

53.01
46.99

Sources:
• Historical figures from SSA administrative records; future numbers of retired workers at end of calendar year shown earlier.
• Future numbers of retired workers at end of second quarter computed by age group; total computed by applying factor for portion of calendar year change occurring in first two
quarters to total calendar year change and adding to number at beginning of calendar year; ages 62-64 computed by applying ratio for ages 62-64 to total number; ages 65 or older
computed as residual.
• Historical ratio for ages 62-64 computed by dividing numbers of retired workers aged 62-64 by total number of retired workers. Future ratio for ages 62-64 at end of second quarter
projected by regression on ratio at end of calendar year.
• Historical half-year portions of calendar year change in total number of retired workers computed by dividing change in number of retired workers from beginning of calendar year
to end of second quarter or from end of second quarter to end of calendar year, by total change in calendar year. Future half-year portions of calendar year change occurring in total
number of retired workers projected by regression on previous year’s growth rate.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

86

OASI Numbers
III.B23.—Retired Workers With Benefits In Current-Payment Status
(End of calendar years 1980-2004 and calendar half years 2005-14)
[Numbers in thousands]
Male
62-64

Female
Total

62-64

Total

Percent of
calendar
year change
occurring
in previous
6 months

65 or older

Number
in currentpayment
status

Percent of
calendar
year change
occurring
in previous
6 months

Number
in currentpayment
status

Percent
of female
retired
workers

8,077.1
8,381.8
8,644.0
8,939.8
9,180.0

9,101.6
9,428.4
9,733.8
10,061.0
10,334.1

65.59
63.73
63.86
59.54
64.90

11.04
10.85
10.75
10.53
10.18

9,443.9
9,717.8
9,947.1
10,175.1
10,427.7

10,615.4
10,901.1
11,145.3
11,372.0
11,609.1

61.51
61.06
55.51
56.36
58.67

1,166.8
1,149.7
1,140.8
1,128.1
1,136.4

9.84
9.53
9.28
9.05
9.01

10,687.5
10,916.9
11,146.9
11,331.5
11,481.0

11,854.3
12,066.6
12,287.8
12,459.7
12,617.4

57.56
59.95
61.01
67.16
71.42

71.64
85.38
73.38
80.39
75.17

1,124.2
1,121.7
1,126.7
1,151.2
1,175.0

8.81
8.70
8.56
8.65
8.73

11,635.9
11,766.8
12,032.3
12,159.7
12,280.3

12,760.1
12,888.5
13,158.9
13,310.9
13,455.3

68.25
76.78
82.34
60.44
65.51

14,771.4
14,933.9
15,103.3
15,251.1
15,430.1

27.62
39.48
40.98
56.20
57.00

1,217.4
1,234.2
1,247.1
1,257.4
1,312.7

8.86
8.87
8.85
8.80
9.04

12,516.5
12,674.6
12,844.3
13,028.2
13,209.2

13,733.8
13,908.8
14,091.4
14,285.6
14,521.9

38.15
43.07
47.95
51.79
55.69

14,145.3
14,210.5

15,527.7
15,630.5

48.74
51.26

1,336.3
1,366.9

9.14
9.25

13,290.8
13,403.5

14,627.2
14,770.4

42.36
57.64

9.07
9.22

14,331.1
14,419.7

15,759.8
15,883.5

51.12
48.88

1,377.7
1,421.0

9.25
9.43

13,516.7
13,649.9

14,894.4
15,070.9

41.26
58.74

1,469.5
1,492.4

9.16
9.21

14,573.2
14,706.6

16,042.7
16,199.0

50.45
49.55

1,430.3
1,467.1

9.40
9.52

13,781.8
13,951.0

15,212.1
15,418.1

40.66
59.34

2008-II............
2008-IV .........

1,504.7
1,554.2

9.18
9.37

14,879.2
15,026.4

16,383.9
16,580.6

48.47
51.53

1,489.7
1,549.2

9.56
9.79

14,091.6
14,274.3

15,581.3
15,823.5

40.26
59.74

2009-II............
2009-IV .........

1,575.2
1,659.0

9.38
9.74

15,220.3
15,381.2

16,795.5
17,040.2

46.76
53.24

1,585.2
1,680.6

9.90
10.30

14,433.9
14,632.1

16,019.1
16,312.8

39.98
60.02

2010-II............
2010-IV .........

1,678.5
1,756.7

9.73
10.02

15,576.9
15,778.4

17,255.4
17,535.2

43.48
56.52

1,706.1
1,808.0

10.33
10.74

14,816.6
15,030.9

16,522.7
16,838.9

39.90
60.10

2011-II............
2011-IV .........

1,766.8
1,807.0

9.95
10.00

15,989.9
16,257.2

17,756.7
18,064.2

41.87
58.13

1,825.2
1,893.8

10.70
10.88

15,238.2
15,509.2

17,063.4
17,403.0

39.81
60.19

2012-II............
2012-IV .........

1,811.2
1,827.9

9.89
9.79

16,510.9
16,846.7

18,322.1
18,674.6

42.26
57.74

1,904.9
1,949.4

10.79
10.80

15,752.4
16,094.1

17,657.3
18,043.5

39.71
60.29

2013-II............
2013-IV .........

1,833.8
1,857.5

9.68
9.61

17,109.8
17,474.1

18,943.6
19,331.6

40.94
59.06

1,961.1
2,008.0

10.71
10.72

16,355.5
16,723.5

18,316.7
18,731.5

39.70
60.30

2014-II............
2014-IV .........

1,863.9
1,889.5

9.51
9.45

17,733.1
18,112.8

19,597.0
20,002.3

39.57
60.43

2,020.7
2,071.5

10.63
10.65

16,994.9
17,375.7

19,015.7
19,447.3

39.70
60.30

Number
in currentpayment
status

Percent
of male
retired
workers

65 or older

Number
in currentpayment
status

1980................
1981................
1982................
1983................
1984................

998.3
1,068.0
1,145.0
1,208.9
1,258.3

9.54
9.92
10.38
10.64
10.87

9,464.5
9,699.0
9,888.7
10,153.8
10,318.4

10,462.8
10,767.0
11,033.7
11,362.7
11,576.7

68.56
64.17
67.58
51.27
67.86

1,024.5
1,046.5
1,089.8
1,121.1
1,154.1

11.26
11.10
11.20
11.14
11.17

1985................
1986................
1987................
1988................
1989................

1,288.9
1,314.8
1,336.2
1,335.5
1,332.4

10.90
10.88
10.86
10.69
10.47

10,531.0
10,768.9
10,962.3
11,155.0
11,389.8

11,819.9
12,083.7
12,298.5
12,490.5
12,722.2

63.57
61.96
52.48
53.48
56.49

1,171.6
1,183.3
1,198.2
1,196.9
1,181.4

1990................
1991................
1992................
1993................
1994................

1,336.0
1,345.8
1,353.0
1,346.2
1,346.3

10.29
10.18
10.04
9.86
9.76

11,650.7
11,880.6
12,120.9
12,303.2
12,448.6

12,986.8
13,226.4
13,473.9
13,649.4
13,794.9

57.33
58.59
59.25
64.97
74.63

1995................
1996................
1997................
1998................
1999................

1,315.6
1,293.8
1,275.0
1,281.4
1,296.8

9.45
9.23
9.03
9.02
9.05

12,602.8
12,722.8
12,847.7
12,925.2
13,031.5

13,918.4
14,016.6
14,122.7
14,206.6
14,328.2

2000................
2001................
2002................
2003................
2004................

1,329.1
1,337.0
1,338.9
1,332.5
1,370.3

9.00
8.95
8.86
8.74
8.88

13,442.3
13,596.9
13,764.5
13,918.6
14,059.7

2005-II............
2005-IV .........

1,382.4
1,420.0

8.90
9.08

2006-II............
2006-IV .........

1,428.7
1,463.8

2007-II............
2007-IV .........

Calendar
period

Sources:
• Historical figures from SSA administrative records; future numbers of retired workers at end of calendar year shown earlier.
• Future numbers of retired workers at end of second quarter computed by age group; total computed by applying factor for portion of calendar year change occurring in first two
quarters to total calendar year change and adding to number at beginning of calendar year; ages 62-64 computed by applying ratio for ages 62-64 to total number; ages 65 or older
computed as residual.
• Historical ratio for ages 62-64 computed by dividing numbers of retired workers aged 62-64 by total number of retired workers. Future ratio for ages 62-64 at end of second quarter
projected by regression on ratio at end of calendar year.
• Historical half-year portions of calendar year change in total number of retired workers computed by dividing change in number of retired workers from beginning of calendar year
to end of second quarter or from end of second quarter to end of calendar year, by total change in calendar year. Future half-year portions of calendar year change occurring in total
number of retired workers projected by regression on previous year’s growth rate.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

87

Benefit Payments
III.B24.—Non-Orphan and Orphan Population, Under 18, in the Social Security Area
(By age, as of December 31, 1980-2014)
[In thousands]
Non-orphan
Year

Orphan

0-4

5-9

10-14

15-17

Total

0-4

5-9

10-14

15-17

Total

1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............

17,405.0
17,822.7
18,179.4
18,469.8
18,631.4

16,387.8
16,187.8
16,304.5
16,557.7
16,908.5

17,782.5
17,775.1
17,616.7
17,276.1
16,867.2

11,190.9
10,829.9
10,487.0
10,409.7
10,527.7

62,766.2
62,615.4
62,587.6
62,713.3
62,934.7

153.0
155.4
155.4
155.0
154.2

462.0
441.6
430.7
426.2
426.3

1,047.9
1,012.7
975.1
929.5
882.4

1,124.2
1,054.7
978.0
931.9
902.3

2,787.1
2,664.5
2,539.1
2,442.6
2,365.2

1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............

18,793.3
18,941.5
19,099.0
19,408.6
19,817.5

17,365.8
17,790.6
18,160.6
18,443.9
18,622.8

16,320.2
16,086.2
16,178.5
16,419.9
16,780.9

10,819.9
10,794.7
10,417.0
9,829.7
9,538.4

63,299.2
63,613.0
63,855.2
64,102.1
64,759.7

155.0
159.4
163.9
170.9
178.0

433.3
443.4
454.7
467.9
479.0

828.6
796.1
785.5
789.6
803.0

893.1
867.0
820.8
759.1
720.1

2,310.0
2,265.9
2,224.9
2,187.4
2,180.1

1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............

20,142.2
20,480.1
20,702.8
20,790.3
20,689.6

18,796.4
18,932.8
19,092.3
19,380.4
19,748.9

17,333.1
17,816.5
18,225.4
18,503.1
18,637.5

9,516.6
9,682.8
9,898.6
10,165.1
10,509.0

65,788.2
66,912.2
67,919.0
68,838.9
69,585.0

182.8
187.8
191.4
195.9
197.6

490.9
502.3
513.5
530.6
548.9

830.1
857.4
884.9
912.3
933.0

704.1
707.6
718.1
739.8
768.6

2,207.9
2,255.1
2,308.0
2,378.5
2,448.0

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

20,486.5
20,293.8
20,174.8
20,147.7
20,198.7

20,112.8
20,479.3
20,719.9
20,826.7
20,722.2

18,757.4
18,864.3
18,999.5
19,270.4
19,661.7

10,808.5
11,074.8
11,187.1
11,149.3
11,145.1

70,165.2
70,712.2
71,081.3
71,394.1
71,727.8

196.9
189.8
178.9
169.0
162.1

564.7
573.8
572.3
565.4
551.1

955.1
968.9
975.6
987.3
1,002.5

795.7
820.9
832.2
834.0
837.1

2,512.4
2,553.4
2,559.0
2,555.8
2,552.8

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

20,316.9
20,536.5
20,788.5
20,847.6
20,845.0

20,478.6
20,286.2
20,126.9
20,021.1
20,009.1

19,961.5
20,192.8
20,320.8
20,428.0
20,404.9

11,211.2
11,315.5
11,378.0
11,489.7
11,730.3

71,968.2
72,331.0
72,614.3
72,786.4
72,989.3

157.6
157.9
157.5
158.3
158.8

532.1
517.3
502.0
489.3
479.7

1,010.2
1,016.5
1,013.6
1,009.0
996.2

844.3
855.7
862.2
868.2
883.1

2,544.2
2,547.3
2,535.2
2,524.7
2,517.8

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

20,703.0
20,485.3
20,282.7
20,349.7
20,437.3

20,174.9
20,474.7
20,802.6
20,861.9
20,860.2

20,300.6
20,165.3
20,029.5
19,934.7
19,924.5

12,014.7
12,195.4
12,210.8
12,143.4
12,069.5

73,193.2
73,320.6
73,325.6
73,289.7
73,291.4

156.8
153.0
148.6
148.4
148.3

475.7
477.4
481.8
482.5
482.3

979.1
961.9
944.6
929.8
918.2

897.6
903.1
896.5
884.0
873.2

2,509.2
2,495.3
2,471.5
2,444.7
2,421.9

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

20,540.8
20,654.0
20,771.3
20,887.5
20,997.8

20,719.0
20,504.1
20,308.2
20,376.1
20,464.2

20,085.3
20,377.4
20,700.2
20,760.2
20,760.2

12,010.6
11,929.0
11,835.4
11,784.1
11,839.3

73,355.8
73,464.5
73,615.1
73,807.9
74,061.5

148.3
148.4
148.5
148.6
148.7

476.5
467.2
456.6
455.7
455.4

915.1
920.5
930.1
930.2
928.6

861.6
848.2
834.5
823.8
820.1

2,401.5
2,384.3
2,369.7
2,358.4
2,352.8

Source: Estimates prepared by the Office of the Chief Actuary, Demographic Analysis Group.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

88

OASI Numbers
III.B25.—Minor Children of Retired Workers With Benefits In Force
(By age, as of December 31, 1980-2014)
[Numbers in thousands]
In force

Percent of non-orphan population

Year

0-4

5-9

10-14

15-17

Total

0-4

5-9

10-14

15-17

Total

1980...............
1981...............
1982...............
1983...............
1984...............

11.3
11.0
10.8
10.8
10.7

38.6
37.0
35.6
35.6
35.2

126.7
120.8
115.6
111.5
105.8

189.5
181.9
175.4
168.4
160.3

366.0
350.7
337.4
326.3
312.1

0.065
.062
.059
.059
.058

0.236
.229
.218
.215
.208

0.712
.680
.656
.645
.628

1.652
1.640
1.633
1.578
1.486

0.583
.560
.539
.520
.496

1985...............
1986...............
1987...............
1988...............
1989...............

11.0
11.1
11.1
11.3
11.2

35.6
36.1
36.3
36.4
36.7

100.4
96.3
93.5
92.0
91.1

154.3
150.6
142.7
132.4
123.3

301.2
294.1
283.7
272.1
262.2

.058
.059
.058
.058
.056

.205
.203
.200
.197
.197

.615
.599
.578
.560
.543

1.400
1.361
1.323
1.287
1.225

.476
.462
.444
.424
.405

1990...............
1991...............
1992...............
1993...............
1994...............

11.5
11.9
12.3
12.4
12.2

37.2
38.3
39.1
40.2
40.9

92.0
93.0
95.0
96.0
96.7

118.6
114.7
114.6
114.2
114.8

259.3
257.9
261.0
262.8
264.6

.057
.058
.059
.060
.059

.198
.202
.205
.208
.207

.531
.522
.521
.519
.519

1.174
1.131
1.104
1.077
1.045

.394
.385
.384
.382
.380

1995...............
1996...............
1997...............
1998...............
1999...............

11.8
11.5
11.0
10.7
10.4

41.6
42.1
42.2
41.9
41.9

96.9
97.7
98.1
98.8
100.8

115.5
114.9
113.1
112.2
113.3

265.8
266.2
264.4
263.5
266.4

.058
.057
.054
.053
.052

.207
.205
.204
.201
.202

.516
.518
.516
.512
.513

1.021
.992
.967
.961
.971

.379
.376
.372
.369
.371

2000...............
2001...............
2002...............
2003...............
2004...............

11.0
11.0
11.0
10.9
10.8

42.7
42.8
43.0
42.9
42.5

107.5
110.7
114.8
115.4
115.8

118.4
120.0
122.3
126.2
130.4

279.5
284.5
291.1
295.5
299.5

.054
.053
.053
.052
.052

.208
.211
.213
.214
.213

.538
.548
.565
.565
.568

1.010
1.030
1.060
1.081
1.094

.388
.393
.401
.406
.410

2005...............
2006...............
2007...............
2008...............
2009...............

10.7
10.5
10.3
10.3
10.3

42.7
42.9
43.1
43.5
43.6

114.9
114.2
113.5
113.1
112.7

134.8
137.0
137.8
136.8
136.0

303.1
304.6
304.8
303.6
302.6

.052
.051
.051
.050
.051

.212
.210
.207
.208
.209

.566
.566
.567
.567
.565

1.106
1.107
1.113
1.110
1.110

.414
.415
.416
.414
.413

2010...............
2011...............
2012...............
2013...............
2014...............

10.4
10.4
10.5
10.6
10.6

43.3
42.8
42.1
42.2
42.4

113.1
114.2
115.6
116.6
117.1

135.0
134.4
133.4
132.9
133.2

301.9
301.8
301.7
302.2
303.3

.051
.051
.051
.051
.051

.209
.209
.207
.207
.207

.563
.560
.559
.562
.564

1.108
1.110
1.111
1.111
1.109

.411
.411
.410
.409
.410

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
• Percentages computed by dividing number in force by non-orphan population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

89

Benefit Payments
III.B26.—Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population
(By age, calendar years 1980-2014)
Year

0-4

5-9

10-14

15-17

Total

1980 .....................................
1981 .....................................
1982 .....................................
1983 .....................................
1984 .....................................

0.036
.026
.027
.027
.026

0.070
.045
.046
.046
.044

0.191
.141
.136
.136
.129

0.432
.358
.347
.340
.311

0.166
.126
.121
.119
.111

1985 .....................................
1986 .....................................
1987 .....................................
1988 .....................................
1989 .....................................

.028
.027
.026
.027
.026

.046
.045
.043
.043
.042

.129
.123
.116
.113
.106

.300
.288
.269
.262
.244

.110
.105
.098
.094
.087

1990 .....................................
1991 .....................................
1992 .....................................
1993 .....................................
1994 .....................................

.027
.028
.029
.028
.027

.046
.047
.047
.046
.045

.109
.108
.109
.106
.101

.238
.233
.229
.214
.201

.088
.088
.088
.085
.081

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

.026
.026
.024
.024
.024

.045
.044
.043
.043
.045

.100
.098
.097
.094
.099

.194
.182
.173
.172
.181

.080
.078
.075
.074
.078

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

.028
.026
.026
.025
.024

.052
.050
.051
.048
.048

.119
.111
.116
.110
.111

.217
.200
.211
.202
.211

.093
.087
.091
.086
.088

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

.025
.025
.025
.025
.025

.048
.048
.048
.048
.048

.112
.112
.112
.112
.111

.208
.208
.208
.208
.208

.089
.089
.089
.089
.089

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

.025
.025
.025
.025
.025

.049
.048
.048
.048
.048

.111
.111
.111
.111
.112

.208
.208
.208
.208
.208

.089
.089
.088
.088
.088

Sources:
• Historical figures computed by dividing the number of awards by the non-orphan population less the number already in force.
• Future figures projected based on historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

90

OASI Numbers
III.B27.—Awards to Minor Children of Retired Workers
(By age, calendar years 1980-2014)
[In thousands]
Year

0-4

5-9

10-14

15-17

Total

1980.....................................
1981.....................................
1982.....................................
1983.....................................
1984.....................................

4.9
3.6
3.8
3.9
3.9

11.4
7.3
7.5
7.5
7.4

33.8
24.8
23.8
23.4
21.6

61.5
49.0
46.4
45.3
41.5

111.6
84.8
81.5
80.1
74.3

1985.....................................
1986.....................................
1987.....................................
1988.....................................
1989.....................................

4.2
4.0
4.0
4.1
4.0

7.9
8.0
7.9
8.0
7.8

21.0
19.7
18.7
18.5
17.7

41.1
39.1
35.6
33.1
29.6

74.2
70.9
66.1
63.7
59.2

1990.....................................
1991.....................................
1992.....................................
1993.....................................
1994.....................................

4.3
4.6
4.8
4.6
4.5

8.6
8.8
8.9
8.9
8.8

18.8
19.1
19.7
19.5
18.8

28.7
28.1
27.9
26.4
25.4

60.5
60.6
61.3
59.5
57.6

1995.....................................
1996.....................................
1997.....................................
1998.....................................
1999.....................................

4.2
4.2
3.9
3.9
3.8

9.0
9.1
8.9
8.9
9.3

18.7
18.4
18.3
18.1
19.5

25.2
24.4
23.7
23.3
24.4

57.1
56.0
54.8
54.2
57.0

2000.....................................
2001.....................................
2002.....................................
2003.....................................
2004.....................................

4.5
4.2
4.4
4.2
4.0

10.7
10.1
10.3
9.6
9.5

23.8
22.3
23.5
22.4
22.6

29.3
27.2
28.8
27.7
29.4

68.3
63.7
67.0
63.8
65.5

2005.....................................
2006.....................................
2007.....................................
2008.....................................
2009.....................................

4.1
4.1
4.0
4.0
4.1

9.7
9.8
10.0
10.0
10.1

22.6
22.4
22.3
22.2
22.1

29.6
30.1
30.1
30.0
29.8

66.0
66.4
66.4
66.2
66.1

2010.....................................
2011.....................................
2012.....................................
2013.....................................
2014.....................................

4.1
4.1
4.1
4.1
4.2

10.0
9.9
9.8
9.8
9.8

22.2
22.5
22.8
23.0
23.1

29.7
29.5
29.3
29.2
29.3

66.0
66.0
66.1
66.2
66.5

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying award rates to non-orphan population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

91

Benefit Payments
III.B28.—Minor Children of Retired Workers With Benefits Withheld
(By age, as of December 31, 1980-2014)
[Numbers in thousands]
Withheld

Percent of minor child life in force

Year

0-4

5-9

10-14

15-17

Total

0-4

5-9

10-14

15-17

Total

1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............

0.1
.1
.3
.3
.3

0.5
.4
1.0
1.1
1.2

2.3
2.1
3.7
4.1
4.2

8.3
7.8
10.1
10.5
11.1

11.2
10.4
15.0
16.1
16.9

0.905
.782
2.329
2.794
3.112

1.284
1.176
2.687
3.180
3.476

1.809
1.699
3.210
3.699
3.999

4.396
4.283
5.746
6.237
6.912

3.065
2.956
4.445
4.922
5.406

1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............

.4
.5
.6
.6
.7

1.4
1.6
2.0
2.1
2.2

4.4
4.9
5.6
5.9
6.0

10.7
12.1
13.8
14.3
14.3

16.9
19.1
22.0
22.9
23.2

3.634
4.277
5.240
5.667
6.408

3.965
4.565
5.534
5.702
5.978

4.411
5.068
5.974
6.387
6.550

6.912
8.053
9.694
10.773
11.612

5.611
6.504
7.761
8.399
8.844

1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............

.7
.6
.6
.6
.6

2.3
2.4
2.5
2.8
2.8

6.1
6.3
6.4
6.8
6.8

14.3
12.8
13.0
13.1
13.2

23.3
22.1
22.6
23.3
23.5

5.740
5.323
5.194
5.209
5.165

6.122
6.294
6.384
6.911
6.902

6.609
6.761
6.768
7.041
7.020

12.055
11.158
11.350
11.444
11.514

8.992
8.581
8.648
8.847
8.865

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

.6
.6
.6
.5
.5

2.9
2.9
3.0
3.0
3.0

7.0
7.4
7.5
7.7
7.8

13.6
13.4
13.4
13.9
14.2

24.1
24.3
24.4
25.1
25.6

5.348
5.274
5.094
4.889
4.891

6.903
6.918
7.038
7.051
7.215

7.234
7.551
7.638
7.809
7.757

11.741
11.689
11.800
12.371
12.533

9.056
9.138
9.218
9.513
9.591

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

.4
.4
.5
.5
.5

2.5
2.5
2.6
2.7
2.7

7.2
7.3
7.6
7.8
8.0

13.5
11.9
10.3
11.0
11.1

23.6
22.2
21.0
21.9
22.2

3.768
3.926
4.114
4.197
4.562

5.897
5.893
6.013
6.214
6.324

6.680
6.634
6.642
6.768
6.885

11.419
9.947
8.416
8.702
8.506

8.454
7.815
7.199
7.419
7.427

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

.5
.5
.5
.5
.5

2.7
2.7
2.7
2.7
2.8

7.9
7.9
7.8
7.8
7.8

11.4
11.5
11.6
11.5
11.4

22.5
22.6
22.6
22.5
22.4

4.572
4.561
4.537
4.531
4.533

6.324
6.323
6.321
6.324
6.328

6.886
6.885
6.884
6.884
6.883

8.450
8.424
8.407
8.406
8.411

7.421
7.418
7.414
7.410
7.410

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

.5
.5
.5
.5
.5

2.7
2.7
2.7
2.7
2.7

7.8
7.9
8.0
8.0
8.1

11.4
11.3
11.3
11.2
11.3

22.4
22.4
22.4
22.4
22.5

4.532
4.531
4.531
4.532
4.532

6.331
6.329
6.325
6.325
6.325

6.881
6.879
6.879
6.884
6.888

8.422
8.431
8.442
8.454
8.460

7.410
7.411
7.411
7.414
7.417

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying withheld rates to number in force.
• Historical percentages computed by dividing number withheld by number in force.
• Future percentages projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

92

OASI Numbers
III.B29.—Minor Children of Retired Workers With Benefits In Current-Payment Status
(By age, as of December 31, 1980-2014)
[In thousands]
Year

0-4

5-9

10-14

15-17

Total

1980.....................................
1981.....................................
1982.....................................
1983.....................................
1984.....................................

11.2
10.9
10.5
10.5
10.4

38.1
36.6
34.6
34.4
34.0

124.4
118.7
111.9
107.4
101.6

181.1
174.1
165.3
157.9
149.2

354.8
340.4
322.4
310.2
295.3

1985.....................................
1986.....................................
1987.....................................
1988.....................................
1989.....................................

10.6
10.6
10.5
10.7
10.5

34.2
34.5
34.3
34.3
34.5

95.9
91.4
88.0
86.1
85.1

143.6
138.4
128.9
118.1
109.0

284.3
275.0
261.7
249.2
239.0

1990.....................................
1991.....................................
1992.....................................
1993.....................................
1994.....................................

10.8
11.2
11.7
11.8
11.6

34.9
35.9
36.6
37.4
38.0

85.9
86.7
88.6
89.3
90.0

104.3
101.9
101.6
101.1
101.5

236.0
235.7
238.4
239.6
241.1

1995.....................................
1996.....................................
1997.....................................
1998.....................................
1999.....................................

11.2
10.9
10.4
10.1
9.9

38.7
39.2
39.2
39.0
38.9

89.9
90.3
90.6
91.0
93.0

101.9
101.4
99.8
98.3
99.1

241.7
241.9
240.0
238.4
240.9

2000.....................................
2001.....................................
2002.....................................
2003.....................................
2004.....................................

10.5
10.5
10.5
10.5
10.3

40.1
40.3
40.4
40.2
39.8

100.3
103.4
107.2
107.6
107.9

104.9
108.1
112.0
115.3
119.3

255.9
262.2
270.1
273.5
277.3

2005.....................................
2006.....................................
2007.....................................
2008.....................................
2009.....................................

10.2
10.0
9.8
9.8
9.9

40.0
40.2
40.4
40.7
40.9

107.0
106.3
105.7
105.3
104.9

123.4
125.5
126.3
125.3
124.5

280.6
282.0
282.2
281.1
280.2

2010.....................................
2011.....................................
2012.....................................
2013.....................................
2014.....................................

9.9
10.0
10.0
10.1
10.1

40.6
40.1
39.4
39.5
39.7

105.4
106.3
107.7
108.6
109.1

123.6
123.0
122.2
121.7
122.0

279.5
279.4
279.3
279.8
280.8

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

93

Benefit Payments
III.B30.—Minor Children of Deceased Workers With Benefits In Force
(By age, as of December 31, 1980-2014)
[Numbers in thousands]
In force

Percent of orphan population

Year

0-4

5-9

10-14

15-17

Total

0-4

5-9

10-14

15-17

Total

1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............

77.8
77.6
77.6
77.3
75.1

296.1
283.9
272.2
267.7
266.1

730.5
703.0
677.2
647.6
613.5

787.5
747.7
712.8
679.1
649.9

1,891.8
1,812.3
1,739.7
1,671.8
1,604.6

50.814
49.928
49.922
49.894
48.678

64.103
64.289
63.200
62.806
62.419

69.708
69.425
69.446
69.672
69.518

69.978
70.741
72.342
72.135
71.086

67.878
68.018
68.515
68.443
67.839

1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............

73.3
73.1
72.3
72.5
73.7

267.7
270.0
269.4
269.3
268.7

576.8
547.6
532.8
528.2
530.2

636.2
623.9
595.7
555.1
521.5

1,554.0
1,514.6
1,470.2
1,425.0
1,394.1

47.294
45.875
44.094
42.414
41.431

61.781
60.883
59.240
57.555
56.098

69.618
68.785
67.832
66.890
66.025

70.585
71.077
71.327
71.470
70.395

67.273
66.840
66.077
65.146
63.947

1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............

74.3
75.9
77.2
78.1
78.1

268.2
268.8
269.4
273.8
279.6

535.9
543.0
547.8
553.5
555.6

503.9
493.9
495.2
499.7
512.6

1,382.3
1,381.6
1,389.7
1,405.1
1,426.0

40.622
40.421
40.348
39.886
39.540

54.624
53.506
52.464
51.605
50.947

64.562
63.330
61.909
60.674
59.553

69.354
68.031
67.179
65.953
65.057

62.606
61.265
60.211
59.076
58.252

1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

75.9
72.2
68.4
64.9
62.7

283.6
285.8
284.2
279.6
271.2

557.4
558.0
555.2
556.0
560.1

521.4
528.6
523.1
522.1
519.7

1,438.2
1,444.5
1,430.8
1,422.6
1,413.7

38.547
38.025
38.205
38.422
38.696

50.212
49.810
49.657
49.445
49.205

58.358
57.589
56.911
56.315
55.872

63.831
62.736
61.172
60.837
60.250

57.243
56.573
55.913
55.662
55.378

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

62.5
63.4
64.5
63.7
63.3

261.3
252.4
245.9
241.1
238.6

563.3
567.7
570.3
566.3
555.0

520.5
517.4
516.8
521.8
529.0

1,407.6
1,401.0
1,397.5
1,392.9
1,385.9

39.650
40.186
40.971
40.264
39.876

49.110
48.800
48.978
49.284
49.728

55.760
55.853
56.264
56.123
55.714

59.752
59.208
59.419
59.444
59.338

55.326
54.998
55.122
55.172
55.044

2005 ...............
2006 ...............
2007 ...............
2008 ...............
2009 ...............

62.7
61.3
59.5
59.2
59.2

237.1
237.8
239.2
239.1
238.7

540.5
527.0
515.7
506.5
499.5

538.7
541.5
535.8
525.5
515.9

1,379.1
1,367.5
1,350.2
1,330.3
1,313.2

40.019
40.028
40.005
39.907
39.909

49.846
49.813
49.647
49.552
49.494

55.203
54.793
54.598
54.478
54.400

59.447
59.394
59.196
58.873
58.504

54.960
54.805
54.629
54.417
54.223

2010 ...............
2011 ...............
2012 ...............
2013 ...............
2014 ...............

59.2
59.2
59.2
59.3
59.3

235.8
231.0
225.7
225.3
225.2

497.1
499.4
504.0
504.1
503.4

506.6
496.9
487.9
481.1
478.7

1,298.6
1,286.6
1,276.9
1,269.8
1,266.6

39.904
39.891
39.892
39.904
39.910

49.481
49.455
49.445
49.442
49.455

54.318
54.256
54.191
54.188
54.206

58.218
57.997
57.872
57.804
57.774

54.076
53.960
53.885
53.843
53.835

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
• Percentages computed by dividing number in force by orphan population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

94

OASI Numbers
III.B31.—Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population
(By age, calendar years 1980-2014)
Year

0-4

5-9

10-14

15-17

Total

1980.....................................
1981.....................................
1982.....................................
1983.....................................
1984.....................................

41.621
39.291
38.345
37.996
36.683

26.921
25.318
25.992
24.478
24.558

24.325
23.112
23.266
23.000
22.987

23.474
23.430
23.667
22.615
22.350

25.832
24.981
25.267
24.538
24.372

1985.....................................
1986.....................................
1987.....................................
1988.....................................
1989.....................................

36.388
35.726
32.809
31.534
30.165

24.926
24.396
23.047
22.017
20.989

24.044
23.073
22.316
22.147
21.166

22.439
22.561
22.777
23.412
22.353

24.864
24.476
23.742
23.520
22.470

1990.....................................
1991.....................................
1992.....................................
1993.....................................
1994.....................................

29.470
29.296
28.593
28.433
27.976

20.067
19.463
18.535
18.269
17.976

20.427
19.609
18.676
18.243
17.423

21.735
20.937
20.202
19.565
18.827

21.708
21.007
20.120
19.682
19.028

1995.....................................
1996.....................................
1997.....................................
1998.....................................
1999.....................................

26.181
24.730
24.707
25.295
26.110

17.243
16.256
15.443
15.304
15.384

16.427
15.527
14.421
14.071
13.992

17.794
16.602
15.455
14.656
14.675

17.973
16.879
15.883
15.468
15.469

2000.....................................
2001.....................................
2002.....................................
2003.....................................
2004.....................................

27.949
29.209
29.609
27.879
27.556

15.750
16.147
16.589
16.514
16.991

14.054
14.550
15.093
14.775
14.689

14.519
14.461
14.636
14.504
14.972

15.626
15.959
16.351
16.048
16.244

2005.....................................
2006.....................................
2007.....................................
2008.....................................
2009.....................................

27.817
27.936
28.152
28.142
28.143

16.846
16.890
16.894
16.834
16.781

14.785
14.786
14.787
14.787
14.786

14.761
14.762
14.762
14.762
14.762

16.184
16.182
16.181
16.179
16.174

2010.....................................
2011.....................................
2012.....................................
2013.....................................
2014.....................................

28.154
28.159
28.158
28.155
28.140

16.770
16.792
16.834
16.837
16.839

14.784
14.784
14.784
14.787
14.788

14.762
14.762
14.762
14.762
14.762

16.174
16.178
16.185
16.192
16.195

Sources:
• Historical figures computed by dividing the number of awards by the orphan population less the number already in force.
• Future figures projected based on historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

95

Benefit Payments
III.B32.—Awards to Minor Children of Deceased Workers
(By age, calendar years 1980-2014)
[In thousands]
Year

0-4

5-9

10-14

15-17

Total

1980 .....................................
1981 .....................................
1982 .....................................
1983 .....................................
1984 .....................................

30.6
29.3
29.0
28.9
27.7

48.8
44.5
44.5
41.9
42.3

83.7
77.2
75.7
70.6
66.9

98.9
92.2
84.9
79.1
75.8

261.9
243.1
234.1
220.5
212.8

1985 .....................................
1986 .....................................
1987 .....................................
1988 .....................................
1989 .....................................

28.1
28.7
27.5
28.3
28.6

44.4
45.0
44.9
45.5
45.9

66.1
62.0
60.3
61.8
61.5

75.9
72.5
68.6
66.5
61.8

214.6
208.2
201.3
202.1
197.9

1990 .....................................
1991 .....................................
1992 .....................................
1993 .....................................
1994 .....................................

29.2
30.1
29.9
30.6
30.5

46.3
47.0
46.6
48.1
49.6

63.3
64.7
65.8
68.2
68.3

59.3
59.5
59.8
61.7
63.2

198.1
201.3
202.1
208.6
211.6

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

28.6
26.7
25.3
24.3
23.8

49.5
47.9
45.6
44.8
44.0

67.5
66.0
62.6
62.7
63.8

64.0
63.2
60.8
59.6
59.8

209.6
203.8
194.3
191.4
191.5

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

24.5
25.2
25.5
24.2
24.2

43.8
43.7
43.6
41.9
41.9

65.1
67.7
69.9
67.7
66.9

60.1
60.7
62.6
62.6
64.9

193.4
197.3
201.5
196.4
197.9

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

24.1
23.5
23.0
23.0
23.0

40.9
41.2
41.7
41.7
41.6

67.0
66.4
65.4
64.5
63.8

64.9
65.2
65.0
64.6
64.4

196.8
196.3
195.1
193.8
192.8

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

23.0
23.0
23.0
23.0
23.0

41.1
40.3
39.5
39.5
39.4

63.6
64.1
64.9
64.9
64.8

64.0
63.4
62.6
62.0
61.8

191.7
190.8
190.0
189.4
189.0

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying award rates to non-orphan population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

96

OASI Numbers
III.B33.—Minor Children of Deceased Workers With Benefits Withheld
(By age, as of December 31, 1980-2014)
[Numbers in thousands]
Withheld

Percent of minor child survivors in force

Year

0-4

5-9

10-14

15-17

Total

0-4

5-9

10-14

15-17

Total

1980...............
1981...............
1982...............
1983...............
1984...............

0.2
.5
.5
.6
.6

0.9
1.8
2.0
2.2
2.4

2.8
5.5
6.5
7.2
7.5

4.5
8.4
13.7
16.1
18.2

8.4
16.2
22.7
26.1
28.9

0.266
.612
.674
.773
.860

0.289
.643
.722
.826
.916

0.385
.782
.965
1.108
1.230

0.575
1.125
1.917
2.367
2.804

0.444
.894
1.304
1.559
1.798

1985...............
1986...............
1987...............
1988...............
1989...............

.7
.8
.9
1.0
1.1

2.8
3.6
4.1
4.5
4.9

8.0
9.5
10.2
10.9
12.0

17.3
21.8
25.2
26.8
28.5

28.8
35.8
40.5
43.1
46.5

.903
1.155
1.296
1.325
1.457

1.053
1.345
1.524
1.653
1.820

1.386
1.735
1.909
2.058
2.268

2.724
3.497
4.238
4.829
5.462

1.853
2.363
2.752
3.024
3.334

1990...............
1991...............
1992...............
1993...............
1994...............

1.0
1.1
1.2
1.3
1.2

5.2
5.2
5.5
5.7
5.9

12.6
12.9
13.9
14.4
14.5

29.6
26.4
27.7
27.3
28.8

48.4
45.6
48.3
48.7
50.4

1.347
1.457
1.555
1.613
1.578

1.928
1.934
2.039
2.082
2.113

2.357
2.380
2.532
2.604
2.615

5.883
5.347
5.597
5.462
5.611

3.505
3.303
3.474
3.463
3.537

1995...............
1996...............
1997...............
1998...............
1999...............

1.2
1.1
1.0
.9
.9

6.0
6.2
6.2
6.0
5.8

15.0
15.4
15.5
15.7
16.0

29.9
30.8
32.0
36.5
37.0

52.0
53.4
54.6
59.2
59.7

1.515
1.485
1.464
1.448
1.478

2.118
2.156
2.169
2.158
2.140

2.687
2.754
2.790
2.821
2.853

5.734
5.835
6.112
6.990
7.125

3.618
3.700
3.818
4.158
4.226

2000...............
2001...............
2002...............
2003...............
2004...............

1.0
1.0
1.0
1.0
1.1

5.7
5.4
5.3
5.1
5.2

16.1
16.4
16.6
16.4
16.4

38.8
32.7
24.3
25.6
24.6

61.5
55.5
47.2
48.2
47.2

1.578
1.565
1.527
1.580
1.679

2.165
2.149
2.140
2.130
2.189

2.852
2.881
2.912
2.899
2.954

7.455
6.326
4.704
4.905
4.643

4.370
3.962
3.375
3.457
3.409

2005...............
2006...............
2007...............
2008...............
2009...............

1.1
1.0
1.0
1.0
1.0

5.2
5.2
5.2
5.2
5.2

16.0
15.6
15.2
15.0
14.7

25.0
25.1
24.9
24.5
24.1

47.2
47.0
46.4
45.7
45.1

1.681
1.679
1.676
1.675
1.675

2.189
2.187
2.187
2.189
2.193

2.954
2.954
2.954
2.952
2.950

4.647
4.645
4.652
4.665
4.676

3.426
3.433
3.436
3.435
3.433

2010...............
2011...............
2012...............
2013...............
2014...............

1.0
1.0
1.0
1.0
1.0

5.2
5.1
4.9
4.9
4.9

14.6
14.7
14.8
14.9
14.9

23.7
23.4
23.0
22.7
22.6

44.6
44.1
43.8
43.5
43.4

1.675
1.675
1.675
1.675
1.675

2.194
2.192
2.190
2.189
2.189

2.946
2.942
2.941
2.947
2.953

4.687
4.701
4.713
4.721
4.722

3.431
3.428
3.426
3.425
3.426

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying withheld rates to number in force.
• Historical percentages computed by dividing number withheld by number in force.
• Future percentages projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

97

Benefit Payments
III.B34.—Minor Children of Deceased Workers With Benefits In Current-Payment Status
(By age, as of December 31, 1980-2014)
[In thousands]
Year

0-4

5-9

10-14

15-17

Total

1980 .....................................
1981 .....................................
1982 .....................................
1983 .....................................
1984 .....................................

77.5
77.1
77.0
76.8
74.4

295.3
282.1
270.2
265.5
263.7

727.6
697.5
670.6
640.4
605.9

783.0
739.3
699.1
663.1
631.7

1,883.4
1,796.1
1,717.0
1,645.7
1,575.7

1985 .....................................
1986 .....................................
1987 .....................................
1988 .....................................
1989 .....................................

72.7
72.3
71.4
71.5
72.7

264.9
266.3
265.3
264.8
263.8

568.9
538.1
522.6
517.3
518.1

618.8
602.0
570.5
528.3
493.0

1,525.2
1,478.8
1,429.7
1,381.9
1,347.6

1990 .....................................
1991 .....................................
1992 .....................................
1993 .....................................
1994 .....................................

73.3
74.8
76.0
76.9
76.9

263.0
263.6
263.9
268.1
273.7

523.3
530.0
534.0
539.1
541.1

474.3
467.5
467.5
472.4
483.9

1,333.8
1,335.9
1,341.4
1,356.5
1,375.6

1995 .....................................
1996 .....................................
1997 .....................................
1998 .....................................
1999 .....................................

74.7
71.1
67.4
64.0
61.8

277.5
279.7
278.0
273.5
265.4

542.4
542.6
539.7
540.3
544.1

491.5
497.7
491.1
485.6
482.6

1,386.1
1,391.1
1,376.2
1,363.5
1,353.9

2000 .....................................
2001 .....................................
2002 .....................................
2003 .....................................
2004 .....................................

61.5
62.4
63.5
62.7
62.3

255.7
247.0
240.6
236.0
233.3

547.2
551.4
553.7
549.9
538.6

481.7
484.6
492.5
496.2
504.5

1,346.1
1,345.5
1,350.3
1,344.8
1,338.7

2005 .....................................
2006 .....................................
2007 .....................................
2008 .....................................
2009 .....................................

61.7
60.2
58.5
58.2
58.2

231.9
232.6
234.0
233.8
233.5

524.5
511.5
500.5
491.6
484.8

513.7
516.3
510.9
501.0
491.7

1,331.8
1,320.6
1,303.8
1,284.6
1,268.2

2010 .....................................
2011 .....................................
2012 .....................................
2013 .....................................
2014 .....................................

58.2
58.2
58.2
58.3
58.3

230.6
226.0
220.8
220.4
220.3

482.4
484.7
489.2
489.2
488.5

482.9
473.6
464.9
458.4
456.1

1,254.1
1,242.5
1,233.2
1,226.3
1,223.2

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

98

OASI Numbers
III.B35.—Uninsured Population in the Social Security Area
(By age, as of December 31, 1980-2014)
[In thousands]
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980..........
1981..........
1982..........
1983..........
1984..........

3,723.5
3,962.5
4,283.9
4,486.0
4,500.6

4,961.5
5,210.5
5,660.6
6,169.2
6,171.5

4,867.9
4,618.9
4,635.1
4,685.3
4,785.7

6,118.9
5,671.2
5,481.6
5,473.2
5,372.7

5,093.5
5,384.2
5,225.0
5,285.3
5,352.0

4,178.1
4,251.3
4,234.4
4,239.2
4,278.2

3,864.9
3,700.8
3,695.5
3,676.6
3,619.9

4,085.1
3,972.9
3,781.7
3,645.6
3,563.8

4,171.4
4,005.4
3,898.2
3,815.6
3,816.0

4,249.6
4,164.7
4,010.2
4,078.4
4,013.9

4,264.1
4,261.3
4,413.4
4,195.0
4,282.5

49,578.4
49,203.7
49,319.7
49,749.4
49,756.8

1985..........
1986..........
1987..........
1988..........
1989..........

4,241.5
4,182.4
4,285.0
4,233.3
3,892.5

5,772.2
5,482.8
5,333.5
5,159.2
4,931.7

4,767.0
4,734.1
4,623.4
4,693.7
4,531.5

5,308.7
5,244.0
5,342.9
5,369.9
5,439.3

5,516.2
5,220.1
5,201.4
5,198.0
5,126.2

4,208.7
4,569.7
4,575.3
4,622.6
4,691.7

3,603.9
3,728.9
3,808.9
3,819.2
3,852.0

3,478.0
3,375.7
3,448.1
3,446.0
3,414.8

3,741.2
3,692.9
3,602.1
3,492.8
3,389.1

3,967.5
3,910.4
3,907.0
3,845.8
3,855.9

4,270.9
4,440.3
4,525.7
4,565.3
4,468.6

48,875.6
48,581.3
48,653.1
48,445.9
47,593.4

1990..........
1991..........
1992..........
1993..........
1994..........

3,632.5
3,689.6
3,932.8
4,151.2
4,206.5

4,903.3
5,056.8
5,353.8
5,370.9
5,308.7

4,266.0
4,044.3
3,906.8
3,874.7
3,945.8

5,380.4
5,271.9
4,997.3
4,879.4
4,656.3

5,119.8
5,047.7
5,047.6
4,946.8
4,974.1

4,821.5
4,477.8
4,430.9
4,436.2
4,398.4

3,759.4
4,063.7
3,949.7
3,985.5
4,035.2

3,388.8
3,486.2
3,505.5
3,464.2
3,468.4

3,335.3
3,223.9
3,271.5
3,267.0
3,245.0

3,753.6
3,680.9
3,553.6
3,459.3
3,399.9

4,580.3
4,735.9
4,806.4
4,692.6
4,829.4

46,940.9
46,778.6
46,756.0
46,527.7
46,467.7

1995..........
1996..........
1997..........
1998..........
1999..........

4,229.6
4,236.2
4,349.1
4,389.2
4,257.1

5,087.2
5,125.4
5,114.7
5,141.6
5,180.6

4,102.0
4,092.6
4,118.1
3,995.7
3,929.8

4,497.9
4,404.4
4,320.9
4,274.3
4,285.6

4,904.1
4,852.7
4,718.0
4,658.8
4,470.6

4,415.1
4,415.5
4,512.4
4,484.1
4,519.6

4,178.8
3,893.0
3,940.8
3,995.5
3,964.0

3,382.5
3,689.6
3,614.3
3,673.1
3,745.4

3,222.3
3,305.4
3,347.7
3,316.4
3,332.3

3,339.9
3,276.6
3,347.1
3,382.7
3,350.1

4,799.0
4,842.5
4,669.8
4,491.0
4,415.3

46,158.6
46,133.9
46,053.0
45,802.4
45,450.3

2000..........
2001..........
2002..........
2003..........
2004..........

4,258.4
4,306.3
4,673.2
4,820.4
4,874.3

5,243.3
5,514.1
6,052.7
6,251.1
6,286.0

3,885.1
4,063.5
4,187.4
4,301.2
4,348.4

4,402.5
4,426.0
4,568.2
4,520.0
4,411.5

4,370.0
4,364.8
4,439.3
4,355.8
4,306.9

4,434.2
4,421.7
4,357.6
4,333.1
4,289.6

3,916.8
3,882.4
3,968.6
4,043.7
4,063.4

3,762.5
3,544.5
3,582.7
3,587.6
3,564.8

3,302.3
3,468.0
3,385.3
3,583.2
3,663.5

3,296.6
3,365.2
3,367.2
3,490.5
3,586.1

4,371.6
7,670.9
7,586.4
7,312.7
7,080.1

45,243.2
49,027.2
50,168.6
50,599.3
50,474.7

2005..........
2006..........
2007..........
2008..........
2009..........

4,892.1
4,955.9
5,096.2
5,175.0
5,119.7

6,339.1
6,433.4
6,527.9
6,644.6
6,772.1

4,418.2
4,478.6
4,537.2
4,596.4
4,669.3

4,316.5
4,280.6
4,286.9
4,344.6
4,410.0

4,324.0
4,354.5
4,342.8
4,314.1
4,262.8

4,263.8
4,221.7
4,203.1
4,171.3
4,175.0

4,118.8
4,129.9
4,115.8
4,093.7
4,089.9

3,593.0
3,629.2
3,669.8
3,716.8
3,738.9

3,710.5
3,700.5
3,631.4
3,585.4
3,584.3

3,661.1
3,807.8
3,968.9
4,093.5
4,223.5

6,924.2
6,795.0
6,691.7
6,600.7
6,512.5

50,561.2
50,787.0
51,071.7
51,336.1
51,557.9

2010..........
2011..........
2012..........
2013..........
2014..........

5,028.6
4,976.6
4,953.0
4,916.2
4,852.0

6,845.1
6,840.5
6,750.5
6,650.3
6,551.1

4,755.5
4,865.0
4,990.1
5,115.8
5,178.2

4,495.3
4,555.4
4,591.2
4,594.5
4,536.0

4,208.3
4,178.4
4,202.2
4,244.9
4,309.9

4,223.9
4,256.7
4,261.6
4,250.2
4,194.4

4,072.7
4,056.8
4,046.9
4,040.4
4,068.3

3,746.8
3,724.5
3,682.4
3,644.8
3,627.7

3,628.3
3,687.0
3,761.8
3,815.2
3,837.9

4,342.3
4,406.5
4,395.8
4,419.3
4,499.9

6,436.8
6,393.0
6,367.6
6,336.7
6,303.7

51,783.7
51,940.6
52,003.0
52,028.5
51,959.1

Source: Estimates prepared by the Office of the Chief Actuary.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

99

Benefit Payments
III.B36.—Disabled Children of Retired Workers With Benefits In Force
(By age, as of December 31, 1980-2014)
[In thousands]
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980 .........
1981 .........
1982 .........
1983 .........
1984 .........

2.9
2.7
2.5
2.8
2.9

15.5
14.7
15.5
15.7
16.3

22.5
22.9
24.0
25.0
26.1

25.8
26.1
27.0
28.8
30.4

25.7
28.0
28.1
29.3
30.8

20.4
21.7
22.8
24.4
25.4

14.3
14.4
14.9
15.6
15.9

9.4
9.2
9.3
9.3
9.5

5.2
4.9
5.4
5.5
5.5

2.3
2.4
2.4
2.5
2.6

1.2
1.2
1.2
1.3
1.3

145.1
148.2
153.0
160.2
166.7

1985 .........
1986 .........
1987 .........
1988 .........
1989 .........

2.9
2.9
2.7
2.5
2.2

17.0
17.7
17.7
17.0
15.8

27.3
28.8
29.8
30.3
30.3

32.7
35.1
37.4
39.0
40.4

33.3
35.0
37.0
39.8
41.9

26.5
28.5
30.6
32.2
34.5

16.4
17.5
19.1
20.7
21.8

9.6
9.7
10.0
10.5
10.8

5.5
5.5
5.5
5.5
5.6

2.6
2.6
2.6
2.7
2.7

1.4
1.4
1.4
1.4
1.4

175.1
184.6
193.8
201.5
207.6

1990 .........
1991 .........
1992 .........
1993 .........
1994 .........

2.1
2.2
2.4
2.5
2.2

14.9
14.1
13.8
13.8
13.5

30.1
29.8
29.2
28.2
26.7

41.8
43.0
44.1
44.9
45.1

44.6
47.3
50.1
52.4
55.0

37.5
39.9
42.0
44.9
47.5

22.5
24.2
26.5
28.1
30.2

11.4
12.2
13.5
14.6
15.4

5.7
5.8
5.9
6.3
6.6

2.8
2.8
2.8
2.8
2.8

1.5
1.6
1.6
1.6
1.6

214.8
222.7
231.9
240.1
246.6

1995 .........
1996 .........
1997 .........
1998 .........
1999 .........

2.1
2.0
1.9
1.8
1.8

12.9
12.4
11.7
11.2
10.9

25.3
24.0
22.9
21.8
20.7

44.6
43.3
41.2
39.2
36.7

56.9
57.8
58.3
58.5
58.4

50.5
53.2
55.9
58.2
60.6

32.6
34.8
36.6
38.9
41.2

15.9
17.1
18.7
19.9
21.5

6.8
7.3
8.1
8.9
9.4

2.9
2.9
3.0
3.1
3.2

1.7
1.7
1.7
1.6
1.6

252.2
256.4
259.9
263.1
266.0

2000 .........
2001 .........
2002 .........
2003 .........
2004 .........

2.1
2.2
2.3
2.2
2.0

10.6
10.7
11.1
11.5
11.8

19.8
18.9
18.4
18.0
18.1

35.1
33.7
32.9
31.7
30.5

57.8
55.9
53.8
51.0
48.1

63.0
64.2
65.8
66.1
66.2

43.5
46.0
49.3
51.8
54.2

23.2
24.6
26.8
28.8
30.5

9.6
10.3
11.9
12.7
14.0

3.3
3.6
4.3
4.8
5.2

1.6
1.7
1.9
2.0
2.0

269.6
271.9
278.4
280.5
282.6

2005 .........
2006 .........
2007 .........
2008 .........
2009 .........

1.9
2.0
2.1
2.1
2.1

12.2
12.3
12.4
12.5
12.6

18.2
18.6
19.0
19.4
19.8

29.2
28.2
27.8
27.8
28.1

46.7
45.7
45.0
44.1
42.9

65.1
63.4
61.1
58.9
56.9

56.3
57.5
58.2
58.5
58.6

32.6
34.7
36.7
38.6
40.4

15.3
16.5
17.5
18.8
20.0

5.4
5.9
6.6
7.1
7.8

2.2
2.4
2.7
2.9
3.1

285.0
287.1
289.0
290.8
292.3

2010 .........
2011 .........
2012 .........
2013 .........
2014 .........

2.1
2.1
2.1
2.0
2.0

12.7
12.9
12.9
12.9
12.7

20.2
20.5
20.8
21.2
21.5

28.4
28.9
29.4
29.9
30.1

41.7
40.8
40.6
40.9
41.4

56.1
55.5
54.9
54.1
53.0

57.8
56.4
54.7
53.1
51.7

41.8
42.6
43.1
43.2
43.4

21.3
22.7
24.0
25.2
26.3

8.5
9.1
9.7
10.4
11.1

3.2
3.5
4.0
4.3
4.7

293.8
295.1
296.2
297.2
298.0

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

100

OASI Numbers
III.B37.—Disabled Children of Deceased Workers With Benefits In Force
(By age, as of December 31, 1980-2014)
[In thousands]
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980..........
1981..........
1982..........
1983..........
1984..........

6.6
5.7
5.8
6.3
6.5

30.8
29.5
30.0
29.8
31.0

34.2
35.7
36.9
38.0
38.9

33.4
35.2
35.6
37.0
39.0

31.8
33.8
35.7
37.2
38.9

28.4
30.2
31.9
34.0
36.4

27.5
28.4
29.3
30.7
31.8

27.4
27.7
28.9
29.2
30.1

23.6
25.7
26.0
27.1
27.9

15.7
17.8
19.2
20.9
22.7

18.9
21.4
23.1
25.1
27.3

278.4
291.1
302.6
315.4
330.5

1985..........
1986..........
1987..........
1988..........
1989..........

6.7
6.7
6.3
5.9
5.5

32.0
32.9
33.0
32.3
30.9

39.9
41.3
41.8
42.1
43.2

41.3
43.3
45.3
46.9
48.5

40.7
42.3
43.8
45.6
48.0

38.1
40.3
42.7
44.5
46.8

33.0
35.0
37.1
39.4
41.9

30.8
31.6
32.7
34.0
35.1

29.1
29.8
30.3
30.4
31.2

23.6
24.3
25.5
26.5
27.1

30.1
33.0
35.9
38.7
41.5

345.2
360.4
374.4
386.4
399.8

1990..........
1991..........
1992..........
1993..........
1994..........

5.5
5.5
6.2
6.5
6.4

29.8
29.2
29.7
30.5
30.9

43.3
42.9
42.8
42.5
41.3

49.8
51.3
52.1
52.8
54.0

50.6
52.9
55.5
57.9
59.8

48.9
50.5
52.3
54.8
57.5

43.8
46.4
49.1
51.2
53.8

36.4
38.4
40.7
43.4
45.9

31.7
32.5
33.5
35.0
35.9

28.1
28.6
28.8
28.9
29.7

44.3
47.0
49.9
52.6
54.9

412.2
425.1
440.6
456.0
470.0

1995..........
1996..........
1997..........
1998..........
1999..........

6.3
6.0
5.6
5.4
5.6

31.1
30.8
30.4
30.0
29.3

40.4
39.9
39.3
39.0
38.5

54.0
53.3
52.3
50.8
48.7

61.7
63.5
64.0
64.3
65.1

60.7
63.5
66.6
69.4
71.5

56.5
58.4
60.5
63.5
66.5

47.8
50.6
53.6
55.7
58.6

37.3
39.4
41.8
44.4
46.5

30.2
30.7
31.6
32.9
33.8

57.5
59.7
61.4
62.5
64.2

483.5
495.8
507.1
518.0
528.3

2000..........
2001..........
2002..........
2003..........
2004..........

5.9
6.1
6.3
6.4
5.7

28.9
29.3
29.8
30.2
31.2

37.2
36.2
35.8
35.6
35.7

47.0
46.0
44.7
43.9
43.1

64.4
63.0
61.0
59.1
56.5

73.3
75.1
74.7
75.0
75.8

70.0
73.2
75.6
78.4
80.7

61.4
63.6
65.1
67.9
71.1

48.4
51.0
53.4
55.4
58.0

35.0
36.8
38.7
40.9
42.8

65.7
66.9
68.2
69.7
71.1

537.2
547.3
553.3
562.4
571.7

2005..........
2006..........
2007..........
2008..........
2009..........

5.5
5.9
6.0
6.1
6.1

31.7
31.7
31.8
32.1
32.4

36.3
36.9
37.7
38.3
39.1

42.0
41.2
41.0
41.2
41.3

54.9
53.8
52.8
52.0
51.1

75.0
73.4
71.7
69.8
67.3

82.8
84.2
84.5
84.3
85.0

74.4
77.6
80.6
83.2
85.2

60.6
62.4
64.3
66.8
69.4

44.3
46.5
49.0
50.7
52.9

73.1
75.5
78.3
81.3
83.9

580.6
589.1
597.5
605.8
613.8

2010..........
2011..........
2012..........
2013..........
2014..........

6.0
6.0
5.9
5.9
5.8

32.6
33.0
33.2
33.1
32.7

39.7
40.1
40.4
41.0
41.5

42.0
42.7
43.5
44.0
44.8

49.9
49.1
49.0
49.3
49.6

66.0
65.1
64.2
63.4
62.4

84.2
82.6
81.0
79.2
77.0

87.2
88.5
88.6
88.4
89.0

72.4
75.3
78.0
80.5
82.3

55.1
56.6
58.2
60.3
62.7

86.4
89.9
93.9
97.4
101.0

621.5
628.9
635.9
642.5
648.7

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

101

Benefit Payments
III.B38.—Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population
(By age, calendar years 1980-2014)
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980 .........
1981 .........
1982 .........
1983 .........
1984 .........

0.091
.077
.070
.072
.066

0.063
.060
.052
.053
.058

0.076
.074
.072
.083
.087

0.059
.056
.058
.071
.078

0.053
.047
.047
.054
.058

0.031
.029
.030
.036
.034

0.009
.008
.008
.010
.009

0.002
.003
.002
.002
.002

0.001
.002
.001
.001
.001

0.000
.001
.000
.000
.000

0.000
.000
.000
.000
.000

0.036
.034
.032
.037
.039

1985 .........
1986 .........
1987 .........
1988 .........
1989 .........

.066
.064
.057
.053
.053

.060
.067
.062
.057
.054

.091
.097
.099
.097
.092

.085
.090
.093
.093
.089

.064
.069
.074
.080
.078

.036
.034
.040
.044
.044

.009
.010
.011
.013
.012

.002
.002
.003
.004
.004

.001
.001
.001
.001
.002

.000
.000
.000
.000
.001

.000
.000
.000
.000
.000

.042
.043
.044
.044
.043

1990 .........
1991 .........
1992 .........
1993 .........
1994 .........

.052
.054
.052
.048
.044

.055
.054
.055
.053
.047

.099
.108
.118
.109
.098

.098
.104
.116
.120
.118

.086
.095
.106
.111
.111

.049
.058
.064
.060
.064

.012
.013
.017
.016
.016

.003
.004
.004
.005
.004

.001
.001
.002
.002
.002

.001
.001
.001
.001
.001

.000
.001
.000
.000
.001

.046
.048
.052
.051
.049

1995 .........
1996 .........
1997 .........
1998 .........
1999 .........

.043
.041
.038
.037
.039

.043
.039
.035
.036
.038

.086
.079
.073
.072
.075

.120
.112
.101
.106
.101

.113
.111
.114
.117
.127

.067
.066
.073
.076
.079

.017
.018
.019
.020
.022

.004
.003
.005
.005
.005

.002
.002
.002
.002
.002

.001
.001
.001
.001
.001

.001
.000
.000
.000
.000

.048
.045
.044
.045
.047

2000 .........
2001 .........
2002 .........
2003 .........
2004 .........

.043
.044
.044
.041
.039

.039
.037
.039
.037
.037

.082
.071
.072
.067
.068

.105
.096
.101
.099
.099

.146
.130
.133
.122
.127

.094
.092
.109
.103
.108

.024
.027
.030
.031
.034

.005
.006
.007
.008
.010

.002
.002
.002
.003
.004

.001
.001
.001
.001
.001

.000
.000
.000
.000
.000

.051
.046
.048
.045
.046

2005 .........
2006 .........
2007 .........
2008 .........
2009 .........

.040
.040
.040
.040
.040

.037
.037
.037
.037
.037

.068
.068
.068
.068
.068

.099
.099
.099
.099
.099

.126
.126
.126
.126
.126

.108
.108
.107
.107
.108

.032
.032
.032
.032
.032

.009
.009
.009
.009
.009

.003
.003
.003
.003
.003

.001
.001
.001
.001
.001

.000
.000
.000
.000
.000

.046
.046
.046
.046
.046

2010 .........
2011 .........
2012 .........
2013 .........
2014 .........

.040
.040
.040
.040
.040

.037
.037
.037
.037
.037

.068
.068
.068
.068
.068

.099
.099
.099
.099
.099

.126
.126
.126
.126
.126

.108
.108
.108
.107
.107

.032
.032
.032
.032
.032

.009
.009
.009
.009
.009

.003
.003
.003
.003
.003

.001
.001
.001
.001
.001

.000
.000
.000
.000
.000

.046
.046
.046
.046
.046

Sources:
• Historical figures computed by dividing the number of awards by the uninsured population less the number already in force.
• Future figures projected based on historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

102

OASI Numbers
III.B39.—Awards to Disabled Children of Retired Workers
(By age, calendar years 1980-2014)
[In thousands]
Year

1

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1/

1/

1/

0.1

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

17.9
16.6
15.9
18.5
19.4

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

.1

1/

1/

1/

1980..........
1981..........
1982..........
1983..........
1984..........

2.7
2.4
2.3
2.5
2.3

3.4
3.2
3.0
3.3
3.8

3.7
3.4
3.3
3.8
4.1

3.5
3.2
3.2
3.8
4.1

2.7
2.5
2.5
2.9
3.1

1.3
1.2
1.3
1.6
1.5

0.3
.3
.3
.4
.3

0.1
.1
.1
.1
.1

1985..........
1986..........
1987..........
1988..........
1989..........

2.3
2.1
1.9
1.8
1.7

3.9
4.0
3.6
3.2
2.9

4.3
4.5
4.5
4.5
4.1

4.5
4.7
4.9
4.9
4.8

3.5
3.6
3.9
4.2
4.0

1.5
1.5
1.9
2.1
2.1

.3
.4
.4
.5
.5

.1
.1
.1
.1
.1

1990..........
1991..........
1992..........
1993..........
1994..........

1.5
1.6
1.6
1.6
1.5

3.0
2.9
3.1
3.0
2.7

4.2
4.4
4.5
4.2
3.9

5.2
5.5
5.8
5.8
5.4

4.4
4.8
5.4
5.5
5.5

2.4
2.6
2.9
2.7
2.8

.5
.5
.7
.7
.6

.1
.1
.2
.2
.1

1/

1/

1/

1/

1/

.1
.1
.1

1/

1/

1/

1/

1/

1/

1995..........
1996..........
1997..........
1998..........
1999..........

1.4
1.4
1.3
1.3
1.3

2.4
2.2
2.0
2.0
2.2

3.5
3.2
3.0
2.9
2.9

5.3
4.8
4.3
4.5
4.3

5.5
5.3
5.4
5.4
5.7

3.0
2.9
3.3
3.4
3.5

.7
.7
.7
.8
.9

.1
.1
.2
.2
.2

.1
.1
.1
.1
.1

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

2000..........
2001..........
2002..........
2003..........
2004..........

1.4
1.5
1.6
1.5
1.5

2.2
2.2
2.5
2.4
2.5

3.1
2.8
2.9
2.8
3.0

4.6
4.2
4.5
4.5
4.3

6.3
5.6
5.8
5.3
5.5

4.2
4.1
4.7
4.4
4.6

1.0
1.1
1.2
1.3
1.4

.2
.2
.3
.3
.3

.1
.1
.1
.1
.1

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

2005..........
2006..........
2007..........
2008..........
2009..........

1.6
1.6
1.6
1.6
1.6

2.5
2.6
2.6
2.7
2.7

3.0
3.1
3.1
3.1
3.2

4.3
4.2
4.2
4.3
4.3

5.4
5.5
5.5
5.4
5.4

4.5
4.5
4.5
4.4
4.5

1.3
1.3
1.3
1.3
1.3

.3
.3
.3
.3
.3

.1
.1
.1
.1
.1

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

2010..........
2011..........
2012..........
2013..........
2014..........

1.6
1.6
1.6
1.6
1.6

2.7
2.7
2.7
2.7
2.6

3.2
3.3
3.4
3.5
3.5

4.4
4.5
4.5
4.5
4.5

5.3
5.2
5.3
5.3
5.4

4.5
4.6
4.5
4.5
4.4

1.3
1.3
1.3
1.3
1.3

.3
.3
.3
.3
.3

.1
.1
.1
.1
.1

1/

1/

1/

1/

1/

1/

1/

1/

1/

1/

20.5
21.0
21.2
21.3
20.3
21.4
22.5
24.2
23.8
22.7
22.2
20.8
20.2
20.5
21.1
23.1
21.7
23.6
22.7
23.3
23.1
23.1
23.2
23.3
23.4
23.6
23.7
23.8
23.8
23.8

Fewer than 50.

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying award rates to population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

103

Benefit Payments
III.B40.—Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population
(By age, calendar years 1980-2014)
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980 .........
1981 .........
1982 .........
1983 .........
1984 .........

0.254
.230
.204
.204
.187

0.078
.078
.052
.064
.074

0.057
.061
.045
.059
.064

0.042
.047
.041
.043
.052

0.044
.027
.045
.042
.044

0.035
.025
.032
.029
.035

0.024
.026
.023
.021
.033

0.018
.021
.019
.021
.022

0.014
.021
.011
.013
.015

0.007
.007
.011
.008
.008

0.004
.005
.008
.005
.006

0.048
.046
.042
.045
.049

1985 .........
1986 .........
1987 .........
1988 .........
1989 .........

.186
.180
.166
.165
.167

.077
.085
.077
.073
.069

.069
.075
.071
.071
.070

.049
.050
.050
.053
.052

.035
.038
.038
.043
.045

.035
.030
.034
.037
.037

.029
.029
.030
.031
.033

.023
.024
.023
.023
.026

.016
.016
.015
.016
.017

.010
.010
.009
.009
.009

.005
.006
.006
.005
.006

.048
.049
.047
.047
.047

1990 .........
1991 .........
1992 .........
1993 .........
1994 .........

.164
.160
.158
.147
.141

.071
.075
.090
.085
.075

.074
.080
.090
.091
.079

.057
.058
.066
.072
.073

.047
.051
.057
.060
.061

.039
.043
.048
.048
.052

.034
.035
.038
.040
.041

.025
.027
.028
.030
.032

.017
.019
.019
.019
.021

.010
.010
.011
.011
.013

.006
.006
.006
.006
.006

.048
.050
.055
.056
.054

1995 .........
1996 .........
1997 .........
1998 .........
1999 .........

.142
.140
.138
.133
.140

.071
.066
.064
.064
.067

.070
.065
.061
.062
.065

.072
.068
.063
.062
.064

.062
.063
.062
.065
.072

.054
.056
.056
.062
.064

.042
.044
.046
.050
.054

.034
.032
.036
.037
.038

.022
.021
.022
.025
.026

.012
.012
.012
.013
.013

.006
.006
.006
.007
.007

.054
.052
.051
.053
.056

2000 .........
2001 .........
2002 .........
2003 .........
2004 .........

.145
.149
.143
.134
.131

.068
.069
.070
.066
.066

.066
.060
.064
.063
.063

.064
.061
.063
.063
.068

.076
.074
.071
.076
.080

.070
.072
.072
.081
.087

.060
.063
.054
.067
.075

.041
.048
.035
.049
.057

.028
.027
.022
.030
.031

.014
.014
.011
.016
.017

.007
.005
.003
.004
.005

.058
.056
.053
.056
.059

2005 .........
2006 .........
2007 .........
2008 .........
2009 .........

.134
.134
.134
.134
.133

.067
.067
.067
.067
.067

.063
.063
.063
.063
.063

.065
.065
.065
.065
.065

.077
.077
.077
.077
.077

.083
.083
.083
.083
.083

.069
.069
.069
.069
.069

.051
.051
.051
.051
.051

.029
.029
.029
.029
.030

.016
.016
.016
.016
.016

.004
.004
.004
.005
.005

.057
.057
.058
.058
.058

2010 .........
2011 .........
2012 .........
2013 .........
2014 .........

.133
.134
.134
.134
.133

.067
.067
.067
.067
.067

.063
.063
.063
.063
.063

.065
.065
.065
.065
.065

.077
.077
.077
.077
.077

.083
.083
.083
.083
.083

.069
.069
.069
.069
.069

.051
.051
.051
.051
.051

.030
.030
.030
.030
.030

.015
.015
.015
.015
.015

.005
.005
.005
.005
.005

.058
.058
.058
.058
.058

Sources:
• Historical figures computed by dividing the number of awards by the uninsured population less the number already in force.
• Future figures projected based on historical trend and judgment.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

104

OASI Numbers
III.B41.—Awards to Disabled Children of Deceased Workers
(By age, calendar years 1980-2014)
[In thousands]
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980..........
1981..........
1982..........
1983..........
1984..........

7.7
7.2
6.8
7.2
6.6

4.2
4.2
3.0
4.0
4.9

2.8
2.8
2.1
2.7
3.0

2.5
2.6
2.3
2.3
2.8

2.2
1.5
2.4
2.2
2.4

1.5
1.1
1.4
1.2
1.5

0.9
1.0
.9
.8
1.2

0.7
.8
.7
.8
.8

0.6
.9
.4
.5
.6

0.3
.3
.4
.3
.3

0.2
.2
.4
.2
.3

23.6
22.5
20.7
22.2
24.3

1985..........
1986..........
1987..........
1988..........
1989..........

6.4
6.0
5.6
5.6
5.4

4.9
5.1
4.4
4.1
3.8

3.3
3.5
3.2
3.3
3.1

2.6
2.6
2.6
2.8
2.8

1.9
2.0
2.0
2.3
2.3

1.5
1.4
1.6
1.7
1.8

1.0
1.1
1.1
1.2
1.3

.8
.8
.8
.8
.9

.6
.6
.5
.5
.6

.4
.4
.4
.4
.4

.2
.3
.3
.2
.3

23.7
23.7
22.5
22.8
22.5

1990..........
1991..........
1992..........
1993..........
1994..........

4.8
4.7
4.8
4.8
4.7

3.8
4.0
5.0
4.9
4.3

3.2
3.2
3.5
3.5
3.1

3.0
3.0
3.3
3.5
3.3

2.4
2.6
2.9
3.0
3.0

1.9
2.0
2.1
2.1
2.3

1.3
1.4
1.5
1.6
1.7

.9
.9
1.0
1.1
1.1

.6
.6
.6
.6
.7

.4
.4
.4
.4
.4

.3
.3
.3
.3
.3

22.4
23.0
25.4
25.7
24.9

1995..........
1996..........
1997..........
1998..........
1999..........

4.8
4.7
4.7
4.7
4.8

4.0
3.7
3.6
3.6
3.8

2.9
2.6
2.5
2.4
2.5

3.2
2.9
2.7
2.6
2.7

3.0
3.0
2.9
3.0
3.2

2.4
2.5
2.5
2.8
2.9

1.8
1.7
1.8
2.0
2.1

1.1
1.2
1.3
1.3
1.4

.7
.7
.7
.8
.9

.4
.4
.4
.4
.4

.3
.3
.3
.3
.3

24.5
23.6
23.4
24.1
25.0

2000..........
2001..........
2002..........
2003..........
2004..........

4.9
5.1
5.1
5.1
5.0

3.9
4.0
4.4
4.4
4.5

2.5
2.4
2.6
2.7
2.7

2.8
2.7
2.8
2.8
3.0

3.3
3.2
3.1
3.3
3.4

3.1
3.1
3.1
3.5
3.7

2.3
2.4
2.1
2.7
3.0

1.6
1.7
1.2
1.7
2.0

.9
.9
.7
1.1
1.1

.5
.5
.4
.5
.6

.3
.3
.2
.3
.4

26.0
26.2
25.8
28.1
29.4

2005..........
2006..........
2007..........
2008..........
2009..........

5.1
5.2
5.3
5.4
5.4

4.6
4.6
4.7
4.8
4.9

2.8
2.8
2.9
2.9
2.9

2.8
2.8
2.8
2.8
2.9

3.3
3.3
3.3
3.3
3.3

3.5
3.5
3.4
3.4
3.4

2.8
2.8
2.8
2.8
2.8

1.8
1.8
1.9
1.9
1.9

1.1
1.1
1.0
1.0
1.0

.6
.6
.6
.6
.6

.3
.3
.3
.3
.3

28.6
28.8
29.0
29.2
29.4

2010..........
2011..........
2012..........
2013..........
2014..........

5.3
5.3
5.2
5.2
5.1

4.9
4.9
4.9
4.8
4.7

3.0
3.1
3.1
3.2
3.3

2.9
3.0
3.0
3.0
3.0

3.2
3.2
3.2
3.2
3.3

3.5
3.5
3.5
3.5
3.4

2.8
2.8
2.7
2.7
2.8

1.9
1.9
1.9
1.8
1.8

1.0
1.1
1.1
1.1
1.1

.6
.7
.6
.7
.7

.3
.3
.3
.4
.4

29.5
29.5
29.6
29.6
29.5

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying award rates to population.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

105

Benefit Payments
III.B42.—Disabled Children of Retired Workers With Benefits Withheld
(By age, as of December 31, 1980-2014)
[In thousands]
Year

1

1980 .........
1981 .........
1982 .........
1983 .........
1984 .........

18-19
1/

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1/

1/

1/

1/

1/

1/

1/

1/
1/

4.5
4.6
8.5
11.7
14.0

1.5
1.5
2.1
2.6
3.0

1.5
1.5
2.2
2.8
3.3

1.1
1.2
1.8
2.4
2.9

0.5
.5
1.1
1.6
1.9

1/

1/

0.1
.1
.1

0.6
.6
1.0
1.3
1.5

0.3
.6
.8

1/

1/

1/

0.2
.3

0.1
.1

1/

1/

0.1

1/

1985 .........
1986 .........
1987 .........
1988 .........
1989 .........

.2
.2
.2
.2
.2

1.8
2.0
2.2
2.2
2.2

3.7
4.4
5.2
5.6
5.9

4.2
5.4
6.7
7.6
8.5

3.9
5.0
6.2
7.5
8.7

2.5
3.4
4.4
5.3
6.6

1.1
1.5
2.1
2.8
3.5

.4
.6
.7
.9
1.2

.2
.3
.3
.4
.5

.1
.1
.1
.1
.2

1/

0.1
.1
.1

18.1
22.8
28.2
32.7
37.5

1990 .........
1991 .........
1992 .........
1993 .........
1994 .........

.1
.1
.2
.2
.1

2.1
1.9
1.9
1.9
1.8

5.9
6.0
5.9
5.7
5.5

9.2
9.8
10.3
10.8
11.0

9.9
11.1
12.4
13.5
14.5

7.9
9.1
10.3
11.8
13.0

4.0
4.8
5.8
6.7
7.9

1.5
1.9
2.4
3.1
3.6

.6
.7
.8
1.0
1.2

.2
.3
.3
.4
.5

.1
.1
.1
.2
.2

41.6
45.8
50.5
55.3
59.3

1995 .........
1996 .........
1997 .........
1998 .........
1999 .........

.1
.1
.1
.1
.1

1.7
1.7
1.6
1.5
1.5

5.3
5.0
4.7
4.5
4.3

11.0
10.8
10.3
9.9
9.3

15.4
16.0
16.3
16.8
16.8

14.5
15.7
17.0
18.1
19.1

9.2
10.4
11.5
12.7
13.9

4.0
4.6
5.4
6.1
7.1

1.4
1.7
2.1
2.5
2.9

.5
.6
.7
.8
.9

.3
.3
.4
.4
.4

63.4
66.8
70.3
73.5
76.3

2000 .........
2001 .........
2002 .........
2003 .........
2004 .........

.1
.1
.2
.2
.2

1.4
1.4
1.5
1.5
1.6

3.9
3.8
3.6
3.5
3.6

8.7
8.3
8.2
8.0
7.6

16.4
15.9
15.6
14.9
14.1

19.9
20.5
21.7
22.1
22.2

15.0
16.1
18.0
19.1
20.2

8.0
8.9
10.4
11.5
12.5

3.2
3.6
4.7
5.2
6.0

1.0
1.2
1.7
2.1
2.3

.5
.5
.7
.8
.9

78.1
80.1
86.3
88.8
91.3

2005 .........
2006 .........
2007 .........
2008 .........
2009 .........

.2
.2
.2
.2
.2

1.7
1.7
1.7
1.7
1.7

3.6
3.7
3.7
3.8
3.9

7.3
7.1
6.9
6.9
7.0

13.7
13.4
13.2
12.9
12.6

21.9
21.3
20.6
19.8
19.1

21.0
21.5
21.7
21.8
21.9

13.3
14.2
15.0
15.8
16.5

6.5
7.1
7.5
8.1
8.6

2.4
2.7
3.0
3.2
3.5

1.0
1.1
1.2
1.3
1.4

92.6
93.7
94.8
95.7
96.5

2010 .........
2011 .........
2012 .........
2013 .........
2014 .........

.2
.2
.2
.2
.2

1.7
1.8
1.8
1.8
1.7

4.0
4.0
4.1
4.2
4.2

7.1
7.2
7.3
7.4
7.5

12.2
12.0
11.9
12.0
12.1

18.8
18.6
18.5
18.2
17.8

21.6
21.1
20.5
19.9
19.3

17.1
17.5
17.6
17.7
17.8

9.2
9.7
10.3
10.8
11.3

3.9
4.1
4.4
4.7
5.0

1.5
1.6
1.8
2.0
2.1

97.2
97.8
98.4
98.8
99.2

1/

Fewer than 50.

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying withheld rates to number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

106

1/

OASI Numbers
III.B43.—Disabled Children of Retired Workers With Benefits Withheld,
as a Percentage of Disabled Children In Force
(By age, as of December 31, 1980-2014)
Year

1

1980..........
1981..........
1982..........
1983..........
1984..........

18-19
1/

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1/

1/

1/

1/

1/

6.460
6.392
8.767
10.445
11.465

5.744
5.683
8.066
9.762
10.787

4.198
4.126
6.559
8.284
9.325

2.314
2.246
4.727
6.480
7.542

1/

1/

1/

1/

1/

2.102
3.879
5.009

3.926
3.852
6.290
8.030
9.068

2.058
3.856
4.949

0.484
2.334
3.414

1/

1/

1/

1.103
2.266

0.998
2.048

0.555
2.059

3.126
3.093
5.556
7.311
8.397

1985..........
1986..........
1987..........
1988..........
1989..........

6.182
5.825
6.389
6.263
8.163

10.430
11.219
12.417
12.865
13.712

13.449
15.439
17.401
18.483
19.526

13.003
15.407
17.865
19.583
20.966

11.683
14.285
16.791
18.925
20.879

9.505
11.919
14.367
16.578
19.009

6.466
8.469
10.821
13.417
15.940

4.575
5.868
7.314
8.440
10.785

3.407
4.676
6.140
7.477
8.882

2.966
3.715
4.639
4.819
6.838

2.471
3.345
3.740
4.913
5.107

10.323
12.377
14.527
16.235
18.045

1990..........
1991..........
1992..........
1993..........
1994..........

6.022
6.330
7.287
8.084
6.401

13.932
13.702
13.932
13.806
13.607

19.769
20.140
20.294
20.295
20.551

22.099
22.760
23.304
24.075
24.434

22.173
23.483
24.658
25.682
26.346

21.073
22.879
24.556
26.183
27.369

17.794
19.675
21.920
23.959
26.068

13.121
15.548
18.013
21.164
23.167

10.213
11.812
13.329
15.705
18.136

8.738
10.984
12.011
15.321
16.870

6.469
8.285
9.512
10.963
12.989

19.368
20.589
21.771
23.024
24.044

1995..........
1996..........
1997..........
1998..........
1999..........

6.738
7.245
7.389
7.908
6.967

13.488
13.435
13.477
13.185
13.863

20.954
20.681
20.723
20.777
20.712

24.660
24.881
25.062
25.198
25.398

27.160
27.676
28.058
28.648
28.788

28.651
29.564
30.489
31.183
31.535

28.041
29.865
31.455
32.701
33.642

24.940
26.733
28.933
30.863
32.934

20.552
23.318
26.230
28.773
30.751

18.510
19.746
22.867
25.048
26.980

16.245
19.690
21.234
23.844
25.935

25.149
26.064
27.038
27.944
28.674

2000..........
2001..........
2002..........
2003..........
2004..........

6.392
6.599
7.314
7.424
8.462

12.880
12.771
13.208
13.015
13.598

19.936
19.887
19.481
19.474
19.705

24.849
24.734
25.097
25.082
25.048

28.435
28.398
29.028
29.185
29.350

31.606
31.873
32.949
33.375
33.547

34.354
34.881
36.568
36.956
37.307

34.488
35.955
38.854
39.862
40.895

32.972
34.618
39.348
41.217
42.883

29.570
32.944
39.121
42.786
45.359

28.979
30.663
38.880
42.648
45.969

28.960
29.473
31.000
31.653
32.301

2005..........
2006..........
2007..........
2008..........
2009..........

8.097
8.165
8.160
8.191
8.210

13.641
13.686
13.708
13.708
13.670

19.703
19.688
19.686
19.683
19.674

25.009
24.982
24.951
24.936
24.906

29.319
29.321
29.343
29.370
29.369

33.578
33.616
33.651
33.657
33.610

37.325
37.343
37.355
37.365
37.362

40.905
40.908
40.907
40.911
40.916

42.876
42.913
42.886
42.899
42.893

45.418
45.390
45.343
45.324
45.328

45.468
45.653
45.503
45.560
45.419

32.482
32.649
32.791
32.908
33.001

2010..........
2011..........
2012..........
2013..........
2014..........

8.203
8.191
8.194
8.195
8.205

13.657
13.675
13.708
13.729
13.722

19.680
19.696
19.700
19.708
19.704

24.891
24.901
24.908
24.915
24.899

29.348
29.335
29.322
29.316
29.299

33.569
33.568
33.598
33.635
33.637

37.374
37.399
37.419
37.419
37.386

40.928
40.941
40.947
40.954
40.953

42.896
42.898
42.898
42.900
42.900

45.409
45.369
45.376
45.365
45.373

45.320
45.685
45.635
45.506
45.557

33.081
33.149
33.203
33.244
33.279

1/

In force counts are too small to yield meaningful withheld rates.

Sources:
• Historical figures computed by dividing number withheld by number in force.
• Future figures projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

107

Benefit Payments
III.B44.—Disabled Children of Retired Workers With Benefits In Current-Payment Status
(By age, as of December 31, 1980-2014)
[In thousands]
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980 .........
1981 .........
1982 .........
1983 .........
1984 .........

2.9
2.7
2.5
2.7
2.8

14.9
14.2
14.5
14.4
14.8

21.1
21.5
21.9
22.4
23.1

24.3
24.6
24.8
26.0
27.1

24.6
26.8
26.2
26.9
27.9

19.9
21.2
21.7
22.8
23.5

14.3
14.4
14.6
15.0
15.1

9.5
9.3
9.2
9.1
9.1

5.4
5.0
5.4
5.5
5.4

2.4
2.5
2.4
2.5
2.5

1.2
1.3
1.2
1.3
1.3

140.5
143.6
144.5
148.5
152.7

1985 .........
1986 .........
1987 .........
1988 .........
1989 .........

2.7
2.7
2.5
2.3
2.0

15.2
15.7
15.5
14.8
13.7

23.6
24.3
24.6
24.7
24.4

28.4
29.7
30.7
31.4
31.9

29.4
30.0
30.8
32.3
33.2

24.0
25.1
26.2
26.8
28.0

15.4
16.0
17.0
17.9
18.3

9.2
9.1
9.3
9.6
9.7

5.3
5.2
5.1
5.0
5.1

2.5
2.5
2.5
2.5
2.5

1.3
1.4
1.4
1.4
1.4

157.0
161.8
165.7
168.8
170.1

1990 .........
1991 .........
1992 .........
1993 .........
1994 .........

1.9
2.0
2.2
2.3
2.1

12.8
12.1
11.9
11.9
11.6

24.1
23.8
23.2
22.5
21.2

32.6
33.2
33.8
34.1
34.1

34.7
36.2
37.8
39.0
40.5

29.6
30.8
31.7
33.2
34.5

18.5
19.4
20.7
21.4
22.3

9.9
10.3
11.0
11.5
11.9

5.1
5.1
5.2
5.3
5.4

2.5
2.5
2.5
2.4
2.3

1.4
1.4
1.4
1.4
1.4

173.2
176.8
181.4
184.9
187.3

1995 .........
1996 .........
1997 .........
1998 .........
1999 .........

1.9
1.8
1.7
1.6
1.7

11.2
10.7
10.1
9.7
9.4

20.0
19.1
18.1
17.3
16.4

33.6
32.6
30.9
29.3
27.4

41.4
41.8
41.9
41.7
41.6

36.0
37.5
38.9
40.0
41.5

23.5
24.4
25.1
26.2
27.3

12.0
12.5
13.3
13.7
14.4

5.4
5.6
6.0
6.3
6.5

2.4
2.3
2.3
2.3
2.3

1.4
1.3
1.3
1.3
1.2

188.8
189.6
189.6
189.6
189.7

2000 .........
2001 .........
2002 .........
2003 .........
2004 .........

1.9
2.0
2.1
2.1
1.8

9.2
9.3
9.6
10.0
10.2

15.9
15.2
14.8
14.5
14.5

26.4
25.4
24.6
23.7
22.8

41.4
40.0
38.2
36.1
34.0

43.1
43.7
44.1
44.0
44.0

28.6
30.0
31.3
32.7
34.0

15.2
15.8
16.4
17.3
18.0

6.4
6.7
7.2
7.4
8.0

2.3
2.4
2.6
2.7
2.8

1.2
1.2
1.2
1.1
1.1

191.5
191.7
192.1
191.7
191.3

2005 .........
2006 .........
2007 .........
2008 .........
2009 .........

1.8
1.9
1.9
2.0
1.9

10.6
10.6
10.7
10.7
10.9

14.6
14.9
15.3
15.6
15.9

21.9
21.2
20.9
20.9
21.1

33.0
32.3
31.8
31.1
30.3

43.3
42.1
40.5
39.1
37.8

35.3
36.0
36.5
36.6
36.7

19.3
20.5
21.7
22.8
23.9

8.7
9.4
10.0
10.8
11.4

2.9
3.2
3.6
3.9
4.3

1.2
1.3
1.4
1.6
1.7

192.4
193.4
194.3
195.1
195.9

2010 .........
2011 .........
2012 .........
2013 .........
2014 .........

1.9
1.9
1.9
1.9
1.9

11.0
11.1
11.2
11.1
11.0

16.2
16.5
16.7
17.0
17.3

21.3
21.7
22.1
22.4
22.6

29.4
28.8
28.7
28.9
29.3

37.2
36.9
36.5
35.9
35.2

36.2
35.3
34.2
33.2
32.4

24.7
25.2
25.5
25.5
25.6

12.2
13.0
13.7
14.4
15.0

4.6
5.0
5.3
5.7
6.1

1.8
1.9
2.2
2.4
2.6

196.6
197.3
197.9
198.4
198.8

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

108

OASI Numbers
III.B45.—Disabled Children of Deceased Workers With Benefits Withheld
(By age, as of December 31, 1980-2014)
[In thousands]
Year

1

1980..........
1981..........
1982..........
1983..........
1984..........

18-19
1/

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1/

1/

1/

1/

1/

1/

1/

0.9
1.3
1.3
1.5
1.7

0.5
.9
.9
1.1
1.4

0.4
.7
.8
.9
1.2

0.2
.5
.5
.6
.9

0.2
.2
.3
.5

1/

1/

0.1
.2
.4

1/

1/

1/

0.1
.1

0.5
.8
.8
.9
1.1

0.1
.3

0.1
.2

1/

0.2

1.7
4.4
4.7
5.7
8.0

1985..........
1986..........
1987..........
1988..........
1989..........

.1
.1
.2
.2
.2

1.3
1.5
1.6
1.8
1.9

1.9
2.3
2.6
2.9
3.3

1.7
2.1
2.7
3.2
3.6

1.4
1.8
2.2
2.6
3.2

1.1
1.4
1.8
2.1
2.6

.7
.9
1.2
1.5
1.9

.5
.6
.7
.9
1.1

.4
.5
.5
.6
.8

.2
.3
.4
.4
.5

.2
.3
.4
.4
.5

9.4
11.8
14.2
16.7
19.6

1990..........
1991..........
1992..........
1993..........
1994..........

.2
.1
.2
.2
.2

1.8
1.8
1.8
1.9
1.9

3.5
3.6
3.6
3.6
3.6

4.1
4.5
4.7
4.9
5.2

3.7
4.2
4.8
5.4
5.9

3.0
3.5
3.9
4.5
5.2

2.2
2.6
3.1
3.6
4.1

1.3
1.6
2.0
2.4
2.8

.9
1.0
1.2
1.4
1.6

.7
.7
.8
.9
1.1

.7
.8
.9
1.1
1.3

22.1
24.6
27.0
29.9
33.0

1995..........
1996..........
1997..........
1998..........
1999..........

.2
.3
.2
.2
.2

2.1
2.3
2.3
2.4
2.4

3.7
4.0
4.0
4.1
4.3

5.5
5.8
5.8
6.0
5.9

6.6
7.2
7.6
8.0
8.4

6.0
6.8
7.7
8.6
9.3

4.8
5.4
6.1
7.0
8.0

3.3
3.8
4.6
5.2
5.9

1.9
2.4
2.9
3.4
3.9

1.3
1.5
1.6
1.9
2.2

1.5
1.8
2.1
2.4
2.7

36.9
41.2
45.0
49.2
53.4

2000..........
2001..........
2002..........
2003..........
2004..........

.2
.2
.2
.2
.2

2.4
2.3
2.3
2.3
2.6

4.1
4.1
4.1
4.1
4.2

5.7
5.8
5.6
5.4
5.5

8.4
8.3
7.9
7.8
7.8

10.0
10.6
10.2
10.4
10.9

8.9
9.8
9.9
10.8
11.7

6.8
7.6
7.6
8.5
9.6

4.5
5.1
5.4
6.0
6.8

2.6
3.0
3.3
3.8
4.3

3.2
3.6
3.9
4.4
5.0

56.8
60.4
60.3
63.7
68.5

2005..........
2006..........
2007..........
2008..........
2009..........

.2
.2
.3
.3
.3

2.6
2.7
2.7
2.7
2.7

4.3
4.3
4.4
4.5
4.6

5.3
5.2
5.2
5.2
5.2

7.6
7.4
7.3
7.2
7.0

10.7
10.5
10.3
10.0
9.6

12.0
12.2
12.2
12.2
12.3

10.0
10.4
10.8
11.2
11.5

7.1
7.3
7.5
7.8
8.1

4.5
4.7
4.9
5.1
5.3

5.1
5.3
5.5
5.7
5.9

69.4
70.3
71.1
71.9
72.6

2010..........
2011..........
2012..........
2013..........
2014..........

.3
.2
.2
.2
.2

2.7
2.8
2.8
2.8
2.8

4.7
4.7
4.8
4.8
4.9

5.3
5.4
5.5
5.6
5.7

6.9
6.8
6.8
6.8
6.8

9.5
9.3
9.2
9.1
8.9

12.2
11.9
11.7
11.4
11.1

11.7
11.9
11.9
11.9
12.0

8.4
8.8
9.1
9.4
9.6

5.6
5.7
5.9
6.1
6.3

6.1
6.3
6.6
6.9
7.1

73.3
73.9
74.5
75.0
75.5

1/
1/

Fewer than 50.

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by applying withheld rates to number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

109

Benefit Payments
III.B46.—Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of Disabled Children In Force
(By age, as of December 31, 1980-2014)
Year

1

18-19
1/

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1/

1/

1/

1/

1/

1980 .........
1981 .........
1982 .........
1983 .........
1984 .........

0.595
.650
.915
1.542

1.707
2.637
2.697
2.939
3.564

2.610
3.540
3.586
3.834
4.449

1.642
2.580
2.636
2.883
3.505

1.118
2.051
2.115
2.360
2.987

0.577
1.511
1.574
1.822
2.452

0.687
.746
1.003
1.637

0.419
.484
.735
1.371

0.109
.169
.428
1.046

1/

1/

0.016
.263
.850

1/

0.060
.659

0.597
1.513
1.562
1.796
2.406

1985 .........
1986 .........
1987 .........
1988 .........
1989 .........

2.021
1.920
2.715
2.736
2.987

3.963
4.461
4.888
5.537
6.042

4.850
5.506
6.126
6.832
7.649

4.027
4.959
5.941
6.750
7.495

3.554
4.295
4.975
5.705
6.655

2.877
3.589
4.130
4.795
5.494

1.973
2.549
3.145
3.900
4.469

1.488
1.848
2.239
2.752
3.158

1.215
1.512
1.806
2.133
2.403

1.016
1.190
1.472
1.666
2.014

.634
.789
1.006
1.127
1.286

2.733
3.262
3.783
4.329
4.890

1990 .........
1991 .........
1992 .........
1993 .........
1994 .........

2.875
2.668
2.853
3.392
3.548

6.195
6.322
6.040
6.141
6.256

8.072
8.466
8.483
8.542
8.721

8.195
8.706
8.942
9.255
9.665

7.346
7.987
8.646
9.270
9.828

6.183
6.890
7.443
8.248
9.056

5.060
5.657
6.304
6.951
7.675

3.631
4.169
4.842
5.490
6.075

2.807
3.189
3.659
4.126
4.551

2.434
2.610
2.916
3.253
3.654

1.490
1.678
1.890
2.108
2.345

5.360
5.783
6.134
6.563
7.017

1995 .........
1996 .........
1997 .........
1998 .........
1999 .........

3.616
4.421
4.270
3.918
3.921

6.659
7.506
7.563
8.059
8.275

9.175
9.964
10.282
10.431
11.096

10.163
10.790
11.153
11.720
12.151

10.682
11.344
11.931
12.446
12.915

9.821
10.715
11.548
12.401
13.071

8.523
9.307
10.101
11.065
12.024

6.872
7.603
8.548
9.322
10.149

5.188
6.023
6.838
7.663
8.481

4.192
4.786
5.192
5.914
6.544

2.667
2.956
3.364
3.812
4.248

7.628
8.309
8.872
9.502
10.110

2000 .........
2001 .........
2002 .........
2003 .........
2004 .........

3.598
3.336
3.588
3.349
4.206

8.149
7.863
7.718
7.529
8.364

11.140
11.432
11.342
11.385
11.763

12.131
12.619
12.439
12.416
12.739

13.006
13.201
12.968
13.259
13.792

13.667
14.073
13.637
13.910
14.310

12.717
13.450
13.088
13.740
14.457

11.115
11.920
11.722
12.550
13.463

9.268
9.977
10.024
10.781
11.676

7.320
8.169
8.432
9.370
10.098

4.828
5.351
5.697
6.255
6.964

10.566
11.044
10.894
11.328
11.976

2005 .........
2006 .........
2007 .........
2008 .........
2009 .........

4.147
4.156
4.155
4.160
4.163

8.360
8.416
8.421
8.409
8.388

11.755
11.755
11.750
11.753
11.755

12.731
12.728
12.727
12.720
12.714

13.795
13.798
13.796
13.792
13.792

14.316
14.315
14.317
14.330
14.324

14.456
14.454
14.451
14.450
14.451

13.459
13.459
13.461
13.456
13.452

11.652
11.646
11.662
11.665
11.670

10.085
10.084
10.093
10.100
10.098

6.961
6.973
6.991
7.009
7.021

11.954
11.927
11.895
11.861
11.827

2010 .........
2011 .........
2012 .........
2013 .........
2014 .........

4.162
4.160
4.160
4.161
4.162

8.367
8.395
8.422
8.436
8.432

11.751
11.767
11.772
11.770
11.761

12.713
12.713
12.713
12.715
12.714

13.796
13.797
13.796
13.799
13.801

14.318
14.315
14.315
14.320
14.324

14.450
14.444
14.444
14.438
14.443

13.450
13.447
13.444
13.440
13.447

11.666
11.662
11.664
11.660
11.655

10.083
10.078
10.088
10.090
10.093

7.024
7.045
7.067
7.074
7.071

11.791
11.752
11.714
11.676
11.638

In force counts are too small to yield meaningful withheld rates.

Sources:
• Historical figures computed by dividing the number withheld by number in force.
• Future figures projected based on historical trends.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

110

OASI Numbers
III.B47.—Disabled Children of Deceased Workers With Benefits In Current-Payment Status
(By age, as of December 31, 1980-2014)
[In thousands]
Year

18-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65 or older

Total

1980..........
1981..........
1982..........
1983..........
1984..........

6.7
5.7
5.8
6.3
6.4

30.3
28.7
29.2
28.9
29.9

33.3
34.5
35.6
36.6
37.1

32.8
34.3
34.7
36.0
37.6

31.4
33.1
34.9
36.3
37.7

28.3
29.7
31.4
33.3
35.5

27.6
28.2
29.1
30.4
31.3

27.6
27.6
28.8
29.0
29.7

23.8
25.7
25.9
27.0
27.6

15.9
17.8
19.2
20.8
22.5

19.1
21.5
23.2
25.1
27.1

276.7
286.7
297.9
309.7
322.5

1985..........
1986..........
1987..........
1988..........
1989..........

6.5
6.5
6.1
5.7
5.3

30.7
31.4
31.4
30.5
29.1

37.9
39.1
39.3
39.2
39.9

39.6
41.2
42.6
43.7
44.8

39.2
40.4
41.6
43.0
44.8

37.0
38.9
41.0
42.4
44.2

32.4
34.1
35.9
37.9
40.0

30.3
31.0
31.9
33.1
34.0

28.7
29.4
29.7
29.8
30.5

23.4
24.0
25.1
26.1
26.5

29.9
32.7
35.5
38.3
41.0

335.8
348.6
360.2
369.7
380.2

1990..........
1991..........
1992..........
1993..........
1994..........

5.3
5.4
6.0
6.3
6.2

27.9
27.3
27.9
28.6
29.0

39.8
39.2
39.1
38.8
37.7

45.8
46.8
47.4
47.9
48.7

46.9
48.7
50.7
52.5
53.9

45.9
47.0
48.4
50.3
52.3

41.6
43.7
46.0
47.6
49.6

35.1
36.8
38.8
41.0
43.1

30.9
31.4
32.3
33.6
34.3

27.4
27.9
28.0
28.0
28.6

43.6
46.2
48.9
51.4
53.6

390.1
400.5
413.6
426.1
437.0

1995..........
1996..........
1997..........
1998..........
1999..........

6.1
5.8
5.4
5.2
5.4

29.0
28.5
28.1
27.6
26.9

36.7
35.9
35.2
35.0
34.2

48.5
47.6
46.4
44.9
42.8

55.1
56.3
56.4
56.3
56.7

54.7
56.7
58.9
60.8
62.1

51.6
52.9
54.4
56.4
58.5

44.5
46.7
49.0
50.5
52.6

35.4
37.1
39.0
41.0
42.6

28.9
29.3
30.0
31.0
31.6

56.0
57.9
59.4
60.1
61.5

446.6
454.6
462.1
468.8
474.9

2000..........
2001..........
2002..........
2003..........
2004..........

5.7
5.9
6.1
6.1
5.4

26.6
27.0
27.5
27.9
28.6

33.0
32.1
31.7
31.6
31.5

41.3
40.2
39.1
38.4
37.6

56.0
54.7
53.1
51.3
48.7

63.3
64.5
64.5
64.5
65.0

61.1
63.4
65.7
67.6
69.0

54.6
56.1
57.4
59.4
61.6

43.9
46.0
48.0
49.5
51.2

32.4
33.8
35.4
37.0
38.4

62.5
63.3
64.3
65.4
66.2

480.4
486.9
493.0
498.7
503.2

2005..........
2006..........
2007..........
2008..........
2009..........

5.3
5.6
5.8
5.9
5.9

29.0
29.1
29.1
29.4
29.6

32.1
32.6
33.3
33.8
34.5

36.6
36.0
35.8
35.9
36.0

47.4
46.4
45.5
44.8
44.0

64.3
62.9
61.4
59.8
57.7

70.8
72.0
72.2
72.2
72.7

64.4
67.1
69.7
72.0
73.8

53.5
55.1
56.8
59.0
61.3

39.8
41.9
44.0
45.6
47.6

68.0
70.3
72.9
75.6
78.0

511.2
518.9
526.5
533.9
541.2

2010..........
2011..........
2012..........
2013..........
2014..........

5.8
5.7
5.7
5.7
5.6

29.8
30.3
30.4
30.3
29.9

35.1
35.4
35.7
36.2
36.6

36.6
37.3
37.9
38.4
39.1

43.0
42.3
42.2
42.5
42.8

56.6
55.8
55.0
54.3
53.5

72.0
70.7
69.3
67.8
65.9

75.5
76.6
76.7
76.5
77.0

63.9
66.5
68.9
71.1
72.7

49.6
50.9
52.4
54.2
56.3

80.3
83.6
87.3
90.5
93.8

548.2
555.0
561.4
567.5
573.2

Sources:
• Historical figures from SSA administrative records.
• Future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

111

Benefit Payments
III.B48.—Student Children of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status
(Calendar years 1980-2014)
[Numbers in thousands]
Awards

Withheld

Number

Number of gross
terminations

In force
end of period

Percent of
in force

Number

In currentpayment status,
end of period

0.92
.86
.68
.38
.33

120.4
111.2
86.6
47.5
39.3

113.6
105.8
149.9
95.0
67.9

171.6
177.1
113.7
66.2
37.7

16.47
15.92
20.22
19.61
23.46

28.3
28.2
23.0
13.0
8.8

143.4
148.9
90.7
53.3
28.8

37.7
18.1
17.1
16.4
18.2

.29
.27
.26
.27
.23

33.4
30.7
29.6
32.1
27.2

53.0
31.7
30.3
30.3
28.4

18.1
17.1
16.4
18.2
17.1

18.21
24.02
27.91
25.40
26.17

3.3
4.1
4.6
4.6
4.5

14.8
13.0
11.9
13.6
12.6

1990 ..................
1991 ..................
1992 ..................
1993 ..................
1994 ..................

17.1
16.8
16.4
16.5
16.7

.23
.23
.23
.23
.22

26.2
24.4
23.7
23.6
22.9

26.4
24.8
23.6
23.4
22.9

16.8
16.4
16.5
16.7
16.7

27.33
24.84
29.24
30.48
31.53

4.6
4.1
4.8
5.1
5.3

12.2
12.3
11.7
11.6
11.4

1995 ..................
1996 ..................
1997 ..................
1998 ..................
1999 ..................

16.7
16.6
16.8
17.0
16.9

.20
.20
.20
.19
.18

22.1
22.2
23.0
22.6
22.2

22.2
22.1
22.8
22.7
22.9

16.6
16.8
17.0
16.9
16.2

34.53
35.12
33.44
37.15
30.37

5.7
5.9
5.7
6.3
4.9

10.9
10.9
11.3
10.6
11.3

2000 ..................
2001 ..................
2002 ..................
2003 ..................
2004 ..................

16.2
17.3
17.6
19.0
19.3

.20
.20
.22
.21
.22

24.2
24.4
26.3
26.2
27.4

23.1
24.1
24.9
25.9
32.0

17.3
17.6
19.0
19.3
14.7

33.82
27.57
24.41
23.82
6.53

5.9
4.9
4.6
4.6
1.0

11.5
12.7
14.4
14.7
13.7

2005 ..................
2006 ..................
2007 ..................
2008 ..................
2009 ..................

14.7
15.7
16.3
16.9
17.2

.22
.22
.22
.22
.22

27.0
27.6
28.4
28.9
28.9

26.0
27.0
27.9
28.6
28.9

15.7
16.3
16.9
17.2
17.2

8.60
9.95
10.30
10.46
10.64

1.4
1.6
1.7
1.8
1.8

14.3
14.6
15.1
15.3
15.3

2010 ..................
2011 ..................
2012 ..................
2013 ..................
2014 ..................

17.2
17.0
16.9
16.9
16.8

.22
.22
.22
.22
.22

28.7
28.5
28.3
28.2
27.9

28.8
28.6
28.4
28.3
28.1

17.0
16.9
16.9
16.8
16.6

10.79
10.84
10.84
10.85
10.87

1.8
1.8
1.8
1.8
1.8

15.2
15.1
15.0
14.9
14.8

In force
beginning
of period

Percent of
population
age 18-20

1980 ..................
1981 ..................
1982 ..................
1983 ..................
1984 ..................

164.9
171.6
177.1
113.7
66.2

1985 ..................
1986 ..................
1987 ..................
1988 ..................
1989 ..................

Year

Sources:
• Historical figures from SSA administrative records; future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
• Historical award rates computed by dividing the number of awards by the population age 18-20, less the number already in force; future rates projected based on historical trends
and judgment.
• Historical award figures from SSA administrative records; future figures computed by applying award rates to population age 18-20 less the number of student children already in
force.
• Historical termination figures estimated from SSA administrative records; future figures computed by applying termination rates to number in force.
• Historical percent withheld figures computed by dividing number withheld by number in force; future figures projected based on historical trends.
• Historical withheld figures estimated from SSA administrative records; future figures computed by applying withheld rates to number in force.
• Historical in current-payment status figures from SSA administrative records; future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

112

OASI Numbers
III.B49.—Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status
(Calendar years 1980-2014)
[Numbers in thousands]
Awards

Withheld

Number

Number of gross
terminations

In force
end of period

Percent of
in force

Number

In currentpayment status,
end of period

317.1
309.6
267.6
179.7
155.1

307.6
306.0
433.0
324.9
243.4

534.4
537.9
372.5
227.3
139.0

15.84
13.97
17.80
16.37
19.30

84.6
75.2
66.3
37.2
26.8

449.7
462.7
306.2
190.1
112.2

1.17
1.10
1.06
1.13
1.02

135.2
125.6
122.7
133.9
119.5

205.7
129.6
125.5
123.8
123.8

68.5
64.6
61.8
71.9
67.6

16.46
21.16
24.10
20.05
20.55

11.3
13.7
14.9
14.4
13.9

57.3
50.9
46.9
57.5
53.7

67.6
66.2
66.6
68.7
70.0

1.01
1.02
1.03
1.05
1.00

113.8
109.0
108.1
109.4
106.0

115.2
108.6
106.0
108.1
107.4

66.2
66.6
68.7
70.0
68.6

20.06
17.18
22.15
22.83
24.30

13.3
11.4
15.2
16.0
16.7

52.9
55.1
53.5
54.0
52.0

1995...................
1996...................
1997...................
1998...................
1999...................

68.6
69.6
71.2
73.7
73.9

.97
.96
.98
.95
.93

104.8
107.0
112.6
112.1
112.0

103.9
105.5
110.0
111.9
114.7

69.6
71.2
73.7
73.9
71.2

26.50
26.63
25.97
30.11
21.28

18.4
18.9
19.1
22.3
15.2

51.2
52.2
54.5
51.6
56.1

2000...................
2001...................
2002...................
2003...................
2004...................

71.2
71.1
71.9
76.6
78.9

.92
.92
.97
.97
.98

111.8
112.1
117.3
117.5
120.4

111.9
111.4
112.6
115.2
137.2

71.1
71.9
76.6
78.9
62.1

27.53
20.23
16.02
16.02
4.28

19.6
14.5
12.3
12.6
2.7

51.6
57.4
64.4
66.3
59.5

2005...................
2006...................
2007...................
2008...................
2009...................

62.1
67.3
69.6
71.9
73.2

.97
.98
.99
.99
.97

120.0
122.5
126.2
128.4
128.3

114.8
120.2
123.8
127.1
128.3

67.3
69.6
71.9
73.2
73.1

5.99
7.12
7.35
7.45
7.59

4.0
5.0
5.3
5.5
5.6

63.2
64.5
66.5
67.6
67.4

2010...................
2011...................
2012...................
2013...................
2014...................

73.1
72.6
72.2
71.8
71.4

.97
.97
.97
.97
.96

127.2
126.5
125.9
125.1
123.8

127.8
126.9
126.2
125.5
124.6

72.6
72.2
71.8
71.4
70.7

7.71
7.74
7.75
7.75
7.77

5.6
5.6
5.6
5.5
5.5

66.8
66.5
66.1
65.7
65.0

In force
beginning
of period

Percent of
population
age 18-20

1980...................
1981...................
1982...................
1983...................
1984...................

524.8
534.4
537.9
372.5
227.3

2.46
2.43
2.13
1.46
1.30

1985...................
1986...................
1987...................
1988...................
1989...................

139.0
68.5
64.6
61.8
71.9

1990...................
1991...................
1992...................
1993...................
1994...................

Year

Sources:
• Historical figures from SSA administrative records; future figures computed by adding awards to number in force at beginning of year, and applying termination rates.
• Historical award rates computed by dividing the number of awards by the population age 18-20, less the number already in force; future rates projected based on historical trends
and judgment.
• Historical award figures from SSA administrative records; future figures computed by applying award rates to population age 18-20 less the number of student children already in
force.
• Historical termination figures estimated from SSA administrative records; future figures computed by applying termination rates to number in force.
• Historical percent withheld figures computed by dividing number withheld by number in force; future figures projected based on historical trends.
• Historical withheld figures estimated from SSA administrative records; future figures computed by applying withheld rates to number in force.
• Historical in current-payment status figures from SSA administrative records; future figures computed by subtracting number withheld from number in force.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

113

Benefit Payments
III.B50.—Children of Retired Workers With Benefits In Force
and as a Percent of Male Retired Workers In Force
(End of calendar years 1980-2004 and calendar half years 2005-14)
[Numbers in thousands]
Minor children

Disabled children

Number

Percent
of male
retired
workers

Excess

1980 ...............
1981 ...............
1982 ...............
1983 ...............
1984 ...............

366.0
350.7
337.4
326.3
312.1

3.380
3.160
2.968
2.802
2.630

1985 ...............
1986 ...............
1987 ...............
1988 ...............
1989 ...............

301.2
294.1
283.7
272.1
262.2

1990 ...............
1991 ...............
1992 ...............
1993 ...............
1994 ...............

Student children

Number

Percent
of male
retired
workers

Excess





145.1
148.2
153.0
160.2
166.7

1.340
1.335
1.346
1.375
1.404

2.486
2.374
2.247
2.123
2.012





175.1
184.6
193.8
201.5
207.6

259.3
257.9
261.0
262.8
264.6

1.957
1.913
1.903
1.892
1.885





1995 ...............
1996 ...............
1997 ...............
1998 ...............
1999 ...............

265.8
266.2
264.4
263.5
266.4

1.877
1.866
1.841
1.825
1.830

2000 ...............
2001 ...............
2002 ...............
2003 ...............
2004 ...............

279.5
284.5
291.1
295.5
299.5

2005-II ...........
2005-IV..........

Total children

Number

Percent
of male
retired
workers

Excess

Number

Percent
of male
retired
workers





171.6
177.1
113.7
66.2
37.7

1.585
1.595
1.001
.569
.317





682.7
676.0
604.0
552.7
516.5

6.304
6.090
5.315
4.746
4.352

1.445
1.490
1.535
1.573
1.593





18.1
17.1
16.4
18.2
17.1

.149
.138
.130
.142
.131





494.4
495.8
494.0
491.7
486.8

4.081
4.002
3.913
3.838
3.736

214.8
222.7
231.9
240.1
246.6

1.621
1.652
1.691
1.729
1.757





16.8
16.4
16.5
16.7
16.7

.127
.122
.120
.120
.119





490.9
497.0
509.4
519.7
527.8

3.705
3.687
3.714
3.741
3.761





252.2
256.4
259.9
263.1
266.0

1.780
1.797
1.810
1.822
1.827





16.6
16.8
17.0
16.9
16.2

.117
.117
.118
.117
.112





534.6
539.4
541.3
543.5
548.6

3.774
3.781
3.770
3.764
3.769

1.883
1.897
1.919
1.929
1.932





269.6
271.9
278.4
280.5
282.6

1.816
1.813
1.835
1.831
1.823





17.3
17.6
19.0
19.3
14.7

.117
.117
.125
.126
.095





566.4
573.9
588.5
595.2
596.8

3.815
3.827
3.880
3.886
3.849

302.7
303.1

1.940
1.930

0.005

283.5
285.0

1.816
1.814

-0.001

16.2
15.7

.104
.100

0.064

602.4
603.8

3.860
3.844

2006-II ...........
2006-IV..........

305.3
304.6

1.927
1.908

.005

285.8
287.1

1.804
1.798

-.001

17.0
16.3

.107
.102

.064

608.1
608.0

3.838
3.808

2007-II ...........
2007-IV..........

306.1
304.8

1.897
1.871

.005

287.8
289.0

1.783
1.775

-.001

17.6
16.9

.109
.103

.064

611.5
610.7

3.790
3.749

2008-II ...........
2008-IV..........

305.6
303.6

1.853
1.821

.005

289.6
290.8

1.756
1.744

-.001

18.1
17.2

.110
.103

.064

613.3
611.5

3.718
3.667

2009-II ...........
2009-IV..........

304.5
302.6

1.799
1.765

.005

291.3
292.3

1.720
1.705

-.001

18.3
17.2

.108
.100

.064

614.0
612.1

3.627
3.569

2010-II ...........
2010-IV..........

303.6
301.9

1.744
1.711

.005

292.8
293.8

1.681
1.665

-.001

18.2
17.0

.104
.097

.064

614.6
612.7

3.529
3.472

2011-II ...........
2011-IV..........

303.2
301.8

1.690
1.659

.005

294.1
295.1

1.640
1.623

-.001

18.1
16.9

.101
.093

.064

615.4
613.8

3.431
3.375

2012-II ...........
2012-IV..........

303.1
301.7

1.637
1.604

.005

295.4
296.2

1.595
1.576

-.001

18.0
16.9

.097
.090

.064

616.5
614.8

3.329
3.270

2013-II ...........
2013-IV..........

303.3
302.2

1.583
1.553

.005

296.4
297.2

1.547
1.527

-.001

17.9
16.8

.093
.086

.064

617.7
616.2

3.224
3.166

2014-II ...........
2014-IV..........

304.2
303.3

1.534
1.506

.005

297.3
298.0

1.500
1.480

-.001

17.8
16.6

.090
.082

.064

619.2
617.9

3.124
3.069

Calendar
period

Sources:
• End of year number of children shown earlier.
• Historical excess of June 30th number over average of December 31st numbers calculated using June 30th data from 1-A Table In Force Supplement.
• Future excess of June 30th number over average of December 31st numbers are projected to remain at the last known rate.
• Future June 30th numbers are projected from December 31st numbers and excess June 30th ratios.
• Children of retired workers as a percent of male retired workers are calculated using numbers of children and numbers of male retired workers shown earlier.
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions.

114

OASI Numbers
III.B51.—Children of Retired Workers With Benefits In Current-Payment Status
and as a Percent of Male Retired Workers In Current-Payment Status
(End of calendar years 1980-2004 and calendar half years 2005-14)
[Numbers in thousands]
Minor children

Disabled children

Number

Percent
of male
retired
workers

Excess

1980................
1981................
1982................
1983................
1984................

354.8
340.4
322.4
310.2
295.3

3.391
3.161
2.922
2.730
2.551

1985................
1986................
1987................
1988................
1989................

284.3
275.0
261.7
249.2
239.0

1990................
1991................
1992................
1993................
1994................

Student children

Num