4.

A OASDI: Trust Funds
Table 4.A1—Old-Age and Survivors Insurance, selected years 1937–2004 (in millions of dollars)
Receipts

Expenditures

Income
from
taxation
of benefits

Net
interest b

Payments
from the
general
fund of the
Treasury c

Assets

Total

Benefit
payments d

Administrative
expenses

Transfers to
Railroad
Retirement
program

Net
increase
during year

Amount
at end
of year

Year

Total

Net
contributions a

1937
1938
1939
1940

767
375
607
368

765
360
580
325

...
...
...
...

2
15
27
43

...
...
...
...

1
10
14
62

1
10
14
35

...
...
...
26

...
...
...
...

766
366
592
306

766
1,132
1,724
2,031

1945
1950
1955
1960

1,420
2,928
6,167
11,382

1,285
2,667
5,713
10,866

...
...
...
...

134
257
454
516

...
4
...
...

304
1,022
5,079
11,198

274
961
4,968
10,677

30
61
119
203

...
...
-7
318

1,116
1,905
1,087
184

7,121
13,721
21,663
20,324

1965
1966
1967
1968
1969

16,610
21,302
24,034
25,040
29,554

16,017
20,580
23,138
23,719
27,947

...
...
...
...
...

593
644
818
939
1,165

...
78
78
382
442

17,501
18,967
20,382
23,557
25,176

16,737
18,267
19,468
22,643
24,210

328
256
406
476
474

436
444
508
438
491

-890
2,335
3,652
1,483
4,378

18,235
20,570
24,222
25,704
30,082

1970
1971
1972
1973
1974

32,220
35,877
40,050
48,344
54,688

30,256
33,723
37,781
45,975
52,081

...
...
...
...
...

1,515
1,667
1,794
1,928
2,159

449
488
475
442
447

29,848
34,542
38,522
47,175
53,397

28,798
33,414
37,124
45,745
51,623

471
514
674
647
865

579
613
724
783
909

2,371
1,335
1,528
1,169
1,291

32,454
33,789
35,318
36,487
37,777

1975
1976
1977
1978
1979

59,605
66,276
72,412
78,094
90,274

56,816
63,362
69,572
75,471
87,919

...
...
...
...
...

2,364
2,301
2,227
2,008
1,797

425
614
613
615
557

60,395
67,876
75,309
83,064
93,133

58,517
65,705
73,121
80,361
90,573

896
959
981
1,115
1,113

982
1,212
1,208
1,589
1,448

-790
-1,600
-2,897
-4,971
-2,860

36,987
35,388
32,491
27,520
24,660

1980
1981
1982
1983
1984

105,841
125,361
125,198
150,584
169,328

103,456
122,627
123,673
138,337
164,122

...
...
...
...
2,835

1,845
2,060
845
6,706
2,266

540
675
680
5,541
105

107,678
126,695
142,119
152,999
161,883

105,083
123,803
138,806
149,221
157,841

1,154
1,307
1,519
1,528
1,638

1,442
1,585
1,793
2,251
2,404

-1,837
-1,334
e 598
-2,416
7,445

22,823
21,490
22,088
19,672
27,117

1985
1986
1987
1988
1989

184,239
197,393
210,736
240,770
264,653

176,958
190,741
202,735
229,775
250,195

3,208
3,424
3,257
3,384
2,439

1,871
3,069
4,690
7,568
11,985

2,203
160
55
43
34

171,150
181,000
187,668
200,020
212,489

167,248
176,813
183,587
195,454
207,971

1,592
1,601
1,524
1,776
1,673

2,310
2,585
2,557
2,790
2,845

e

8,725
3,239
23,068
40,750
52,164

35,842
39,081
62,149
102,899
155,063

1990
1991
1992
1993
1994

286,653
299,286
311,162
323,277
328,271

267,530
272,574
280,992
290,905
293,323

4,848
5,864
5,852
5,335
4,995

16,363
20,829
24,303
27,027
29,946

-2,089
19
14
10
7

227,519
245,634
259,861
273,104
284,133

222,987
240,467
254,883
267,755
279,068

1,563
1,792
1,830
1,996
1,645

2,969
3,375
3,148
3,353
3,420

59,134
53,652
51,301
50,173
44,138

214,197
267,849
319,150
369,322
413,460

e

(Continued)

Annual Statistical Supplement, 2005 ♦ 4.1

4.A OASDI: Trust Funds
Table 4.A1—Old-Age and Survivors Insurance, selected years 1937–2004 (in millions of dollars)—Continued
Receipts

Expenditures

Income
from
taxation
of benefits

Net
interest b

Payments
from the
general
fund of the
Treasury c

Assets

Total

Benefit
payments d

Administrative
expenses

Transfers to
Railroad
Retirement
program

Net
increase
during year

Amount
at end
of year

Year

Total

Net
contributions a

1995
1996
1997
1998
1999

342,801
363,741
397,169
424,848
457,040

304,620
321,557
349,946
371,207
396,352

5,490
6,471
7,426
9,149
10,899

32,820
35,706
39,795
44,491
49,788

-129
7
2
1

297,760
308,217
322,073
332,324
339,874

291,630
302,861
316,257
326,762
334,383

2,077
1,802
2,128
1,899
1,809

4,052
3,554
3,688
3,662
3,681

45,041
55,524
75,096
92,524
117,167

458,502
514,026
589,121
681,645
798,812

2000
2001
2002
2003
2004

490,513
518,100
539,706
543,811
566,338

421,391
441,460
455,199
456,077
472,758

11,594
11,903
12,909
12,497
14,593

57,529
64,737
71,184
75,237
78,986

...
...
414
...
1

358,339
377,546
393,749
405,978
421,047

352,652
372,312
388,119
399,845
415,034

2,149
1,961
2,137
2,553
2,384

3,538
3,273
3,493
3,580
3,628

132,174
140,554
145,957
137,833
145,292

930,986
1,071,540
1,217,497
1,355,330
1,500,622

f

SOURCE: Department of the Treasury.
NOTES: Data for all years can be found at http://www.socialsecurity.gov/OACT/STATS/table4a1.html.
. . . = not applicable.
a.
b.

c.

d.
e.
f.

Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military
service in 1957–2001, if such credits were considered to be covered wages.
Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis,
with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in
October 1973, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending
trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $88 million on unnegotiated checks issued before
April 1985.
Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for
costs of deemed wage credits for military service performed after 1956; and (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained
age 72 before 1968.
Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in
1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks.
Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.
Less than $500,000.

CONTACT: Jeff Kunkel (410) 965-3013.

4.2 ♦ Annual Statistical Supplement, 2005

4.A OASDI: Trust Funds
Table 4.A2—Disability Insurance, 1957–2004 (in millions of dollars)
Receipts

Expenditures

Income
from
taxation
of benefits

Net
interest b

Payments
from the
general
fund of the
Treasury c

Assets

Total

Benefit
payments d

Administrative
expenses

Transfers to
Railroad
Retirement
program

Net
increase
during year

Amount
at end
of year

Year

Total

Net
contributions a

1957
1958
1959

709
991
931

702
966
891

...
...
...

7
25
40

...
...
...

59
261
485

57
249
457

3
12
50

...
...
-22

649
729
447

649
1,379
1,825

1960
1961
1962
1963
1964

1,063
1,104
1,114
1,165
1,218

1,010
1,038
1,046
1,099
1,154

...
...
...
...
...

53
66
68
66
64

...
...
...
...
...

600
956
1,183
1,297
1,407

568
887
1,105
1,210
1,309

36
64
66
68
79

-5
5
11
20
19

464
148
-69
-133
-188

2,289
2,437
2,368
2,235
2,047

1965
1966
1967
1968
1969

1,247
2,079
2,379
3,454
3,792

1,188
2,006
2,286
3,316
3,599

...
...
...
...
...

59
58
78
106
177

...
16
16
32
16

1,687
1,947
2,089
2,458
2,716

1,573
1,784
1,950
2,311
2,557

90
137
109
127
138

24
25
31
20
21

-440
133
290
996
1,075

1,606
1,739
2,029
3,025
4,100

1970
1971
1972
1973
1974

4,774
5,031
5,572
6,443
7,378

4,481
4,620
5,107
5,932
6,826

...
...
...
...
...

277
361
414
458
500

16
50
51
52
52

3,259
4,000
4,759
5,973
7,196

3,085
3,783
4,502
5,764
6,957

164
205
233
190
217

10
13
24
20
22

1,514
1,031
813
470
182

5,614
6,645
7,457
7,927
8,109

1975
1976
1977
1978
1979

8,035
8,757
9,570
13,810
15,590

7,444
8,233
9,138
13,413
15,114

...
...
...
...
...

502
422
304
256
358

90
103
128
142
118

8,790
10,366
11,945
12,954
14,186

8,505
10,055
11,547
12,599
13,786

256
285
399
325
371

29
26
30
30

-754
-1,609
-2,375
856
1,404

7,354
5,745
3,370
4,226
5,630

1980
1981
1982
1983
1984

13,871
17,078
22,715
20,682
17,309

13,255
16,738
21,995
17,991
15,945

...
...
...
...
190

485
172
546
1,569
1,174

130
168
174
1,121
...

15,872
17,658
17,992
18,177
18,546

15,515
17,192
17,376
17,524
17,898

368
436
590
625
626

-12
29
26
28
22

-2,001
-580
f -358
2,505
-1,237

3,629
3,049
2,691
5,195
3,959

1985
1986
1987
1988
1989

19,301
19,439
20,303
22,699
24,795

17,191
18,399
19,691
22,039
23,993

222
238
g
-36
61
95

870
803
648
600
707

1,017
...
...
...
...

19,478
20,522
21,425
22,494
23,753

18,827
19,853
20,519
21,695
22,911

608
600
849
737
754

43
68
57
61
88

f

2,363
1,459
-1,122
206
1,041

6,321
7,780
6,658
6,864
7,905

1990
1991
1992
1993
1994

28,791
30,390
31,430
32,301
52,841

28,539
29,137
30,136
31,185
51,373

144
190
232
281
311

883
1,063
1,062
835
1,157

-775
...
...
...
...

25,616
28,571
32,004
35,662
38,879

24,829
27,695
31,112
34,613
37,744

707
794
834
966
1,029

80
82
58
83
106

3,174
1,819
-574
-3,361
13,962

11,079
12,898
12,324
8,963
22,925

e

f

(Continued)

Annual Statistical Supplement, 2005 ♦ 4.3

4.A OASDI: Trust Funds
Table 4.A2—Disability Insurance, 1957–2004 (in millions of dollars)—Continued
Receipts

Expenditures

Income
from
taxation
of benefits

Net
interest b

Payments
from the
general
fund of the
Treasury c

Assets

Total

Benefit
payments d

Administrative
expenses

Transfers to
Railroad
Retirement
program

Net
increase
during year

Amount
at end
of year

Year

Total

Net
contributions a

1995
1996
1997
1998
1999

56,696
60,710
60,499
64,357
69,541

54,401
57,325
56,037
58,966
63,203

341
373
470
558
661

2,158
3,012
3,992
4,832
5,677

-203
...
...
...
...

42,055
45,351
47,034
49,931
53,035

40,923
44,189
45,695
48,207
51,381

1,064
1,160
1,280
1,567
1,519

68
2
59
157
135

14,641
15,359
13,465
14,425
16,507

37,566
52,924
66,389
80,815
97,321

2000
2001
2002
2003
2004

77,920
83,903
87,379
88,074
91,380

71,093
74,933
77,272
77,442
80,281

721
811
930
944
1,111

6,942
8,158
9,178
9,689
9,988

-836
...
...
...
0

56,782
61,369
67,905
73,108
80,597

54,983
59,618
65,702
70,933
78,229

1,639
1,741
2,049
2,008
2,152

159
10
154
167
215

21,138
22,534
19,475
14,966
10,783

118,459
140,993
160,468
175,434
186,217

SOURCE: Department of the Treasury.
NOTE: . . . = not applicable.
a.
b.

c.
d.
e.
f.
g.

Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military
service in 1957–2001, if such credits were considered to be covered wages.
Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis,
with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in
July 1974, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending trust
fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on
advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $14.8 million on unnegotiated checks issued before April 1985.
Includes payments (1) in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; and (2) in 1971–1982, for costs of
deemed wage credits for military service performed after 1956.
Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in
1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks.
Less than $500,000.
Amount equals total receipts less total expenditures, less amounts loaned or plus amounts repaid under interfund borrowing provisions.
Reflects $195 million in transfers from the DI trust fund to the general fund of the Treasury to correct estimated amounts transferred for calendar years 1984 and
1985.

CONTACT: Jeff Kunkel (410) 965-3013.

4.4 ♦ Annual Statistical Supplement, 2005

4.A OASDI: Trust Funds
Table 4.A3—Combined OASI and DI, 1957–2004 (in millions of dollars)
Receipts

Expenditures

Income
from
taxation
of benefits

Net
interest b

Payments
from the
general
fund of the
Treasury c

Assets

Total

Benefit
payments d

Administrative
expenses

Transfers to
Railroad
Retirement
program

Net
increase
during year

Amount
at end
of year

Year

Total

Net
contributions a

1957
1958
1959

8,090
9,108
9,516

7,527
8,531
8,943

...
...
...

563
577
572

...
...
...

7,567
8,907
10,793

7,404
8,576
10,298

164
207
234

-2
124
260

523
201
-1,277

23,042
23,243
21,966

1960
1961
1962
1963
1964

12,445
12,937
13,699
16,227
17,476

11,876
12,323
13,105
15,640
16,843

...
...
...
...
...

569
614
594
587
633

...
...
...
...
...

11,798
13,388
15,156
16,217
17,020

11,245
12,749
14,461
15,427
16,223

240
303
322
348
375

314
337
372
442
422

647
-451
-1,457
10
456

22,613
22,162
20,705
20,715
21,172

1965
1966
1967
1968
1969

17,857
23,381
26,413
28,493
33,346

17,205
22,585
25,424
27,034
31,546

...
...
...
...
...

651
702
896
1,045
1,342

...
94
94
414
458

19,187
20,913
22,471
26,015
27,892

18,311
20,051
21,417
24,954
26,767

418
393
515
603
612

459
469
539
458
513

-1,331
2,467
3,942
2,479
5,453

19,841
22,308
26,250
28,729
34,182

1970
1971
1972
1973
1974

36,993
40,908
45,622
54,787
62,066

34,737
38,343
42,888
51,907
58,907

...
...
...
...
...

1,791
2,027
2,208
2,386
2,660

465
538
526
494
499

33,108
38,542
43,281
53,148
60,593

31,884
37,197
41,625
51,508
58,581

635
719
907
837
1,082

589
626
749
802
931

3,886
2,366
2,341
1,639
1,472

38,068
40,434
42,775
44,414
45,886

1975
1976
1977
1978
1979

67,640
75,034
81,982
91,903
105,864

64,259
71,595
78,710
88,883
103,034

...
...
...
...
...

2,866
2,722
2,531
2,264
2,155

515
717
741
757
675

69,184
78,242
87,254
96,018
107,320

67,022
75,759
84,667
92,960
104,359

1,152
1,244
1,379
1,440
1,483

1,010
1,239
1,208
1,618
1,477

-1,544
-3,209
-5,272
-4,115
-1,456

44,342
41,133
35,861
31,746
30,291

1980
1981
1982
1983
1984

119,712
142,438
147,913
171,266
186,637

116,711
139,364
145,667
156,328
180,067

...
...
...
...
3,025

2,330
2,231
1,391
8,276
3,440

670
843
854
6,662
105

123,550
144,352
160,111
171,177
180,429

120,598
140,995
156,182
166,745
175,739

1,522
1,743
2,109
2,153
2,264

1,430
1,614
1,820
2,279
2,426

-3,838
-1,914
e 239
89
6,208

26,453
24,539
24,778
24,867
31,075

1985
1986
1987
1988
1989

203,540
216,833
231,039
263,469
289,448

194,149
209,140
222,425
251,814
274,189

3,430
3,662
3,221
3,445
2,534

2,741
3,871
5,338
8,168
12,692

3,220
160
55
43
34

190,628
201,522
209,093
222,514
236,242

186,075
196,667
204,106
217,149
230,882

2,200
2,202
2,373
2,513
2,427

2,353
2,653
2,614
2,851
2,934

11,088
4,698
21,946
40,955
53,206

42,163
46,861
68,807
109,762
162,968

1990
1991
1992
1993
1994

315,443
329,676
342,591
355,578
381,111

296,070
301,711
311,128
322,090
344,695

4,992
6,054
6,084
5,616
5,306

17,245
21,892
25,365
27,862
31,103

-2,864
19
14
10
7

253,135
274,205
291,865
308,766
323,011

247,816
268,162
285,995
302,368
316,812

2,270
2,587
2,664
2,963
2,674

3,049
3,457
3,206
3,435
3,526

62,309
55,471
50,726
46,812
58,100

225,277
280,747
331,473
378,285
436,385

e

e

(Continued)

Annual Statistical Supplement, 2005 ♦ 4.5

4.A OASDI: Trust Funds
Table 4.A3—Combined OASI and DI, 1957–2004 (in millions of dollars)—Continued
Receipts

Expenditures

Income
from
taxation
of benefits

Net
interest b

Payments
from the
general
fund of the
Treasury c

Assets

Total

Benefit
payments d

Administrative
expenses

Transfers to
Railroad
Retirement
program

Net
increase
during year

Amount
at end
of year

Year

Total

Net
contributions a

1995
1996
1997
1998
1999

399,497
424,451
457,668
489,204
526,582

359,021
378,881
405,984
430,174
459,556

5,831
6,844
7,896
9,707
11,559

34,977
38,718
43,787
49,323
55,466

-332
7
2
1

339,815
353,569
369,108
382,255
392,908

332,554
347,050
361,952
374,969
385,765

3,141
2,962
3,409
3,467
3,328

4,120
3,556
3,747
3,819
3,816

59,683
70,883
88,560
106,950
133,673

496,068
566,950
655,510
762,460
896,133

2000
2001
2002
2003
2004

568,433
602,003
627,085
631,886
657,718

492,484
516,393
532,471
533,519
553,040

12,314
12,715
13,839
13,441
15,703

64,471
72,895
80,362
84,926
88,974

-836
...
414
...
1

415,121
438,916
461,653
479,086
501,644

407,635
431,931
453,821
470,778
493,263

3,788
3,702
4,185
4,562
4,536

3,698
3,283
3,647
3,747
3,844

153,312
163,088
165,432
152,799
156,075

1,049,445
1,212,533
1,377,965
1,530,764
1,686,839

f

SOURCE: Department of the Treasury.
NOTE: . . . = not applicable.
a.
b.

c.

d.
e.
f.

Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military
service in 1957–2001, if such credits were considered to be covered wages.
Net interest includes net profits or losses on marketable investments. Beginning in 1967, administrative expenses are charged to the trust fund on an estimated basis,
with a final adjustment, including interest, made in the following fiscal year. The amounts of these interest adjustments are included in net interest. Beginning in
October 1973, the figures shown include relatively small amounts of gifts to the fund. Figures for 1983–1986 reflect payments from a borrowing trust fund to a lending
trust fund for interest on amounts owed under the interfund borrowing provisions. During 1983–1990, interest paid from the trust fund to the general fund of the Treasury on advance tax transfers is reflected. The amount shown for 1985 includes an interest adjustment of $102.8 million on unnegotiated checks issued before
April 1985.
Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for
costs of deemed wage credits for military service performed after 1956; and (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained
age 72 before 1968.
Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in
1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks.
Amount equals total receipts less total expenditures, plus amounts borrowed or less amounts repaid under interfund borrowing provisions.
Less than $500,000.

CONTACT: Jeff Kunkel (410) 965-3013.

4.6 ♦ Annual Statistical Supplement, 2005

4.A OASDI: Trust Funds
Table 4.A4—Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal
income, selected years 1937–2004 (in millions of dollars)
Cash benefits a

Rehabilitation services b

Service benefits

Total benefits
as a percentage
of personal
Personal
income
income c

Year

Total
benefits

Old-Age and
Survivors
Insurance d

1937
1938
1939

1
10
14

1
10
14

...
...
...

...
...
...

...
...
...

...
...
...

...
...
...

74,100
68,400
72,900

1940
1945
1950
1955

35
274
961
4,968

35
274
961
4,968

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

...
...
...
...

78,500
171,700
229,000
316,100

0.2
0.4
1.6

1960
1961
1962
1963
1964

11,245
12,749
14,461
15,427
16,223

10,677
11,862
13,356
14,217
14,914

568
887
1,105
1,210
1,309

...
...
...
...
...

...
...
...
...
...

...
...
...
...
...

...
...
...
...
...

411,500
429,000
456,700
479,600
514,600

2.7
3.0
3.2
3.2
3.2

1965
1966
1967
1968
1969

18,311
21,070
25,967
30,651
33,371

16,737
18,267
19,468
22,642
24,209

1,573
1,781
1,939
2,294
2,542

...
891
3,353
4,179
4,739

...
128
1,197
1,518
1,865

...

1
1

...
3
11
16
15

555,700
603,900
648,300
712,000
778,500

3.3
3.5
4.0
4.3
4.3

1970
1971
1972
1973
1974

38,982
45,065
50,269
61,091
70,996

28,796
33,413
37,122
45,741
51,618

3,067
3,758
4,473
5,718
6,903

5,124
5,751
6,318
7,057
9,099

1,975
2,117
2,325
2,526
3,318

2
2
2
3
5

18
24
29
46
54

838,800
903,500
992,700
1,110,700
1,222,600

4.6
5.0
5.1
5.5
5.8

1975
1976
1977
1978
1979

82,611
94,180
106,443
117,894
133,691

58,509
65,699
73,113
80,352
90,556

8,414
9,966
11,463
12,513
13,708

11,315
13,340
15,737
17,682
20,623

4,273
5,080
6,038
7,252
8,708

9
6
8
9
18

91
89
84
86
78

1,335,000
1,474,800
1,633,200
1,837,700
2,062,200

6.2
6.4
6.5
6.4
6.5

1980
1981
1982
1983
1984

156,298
184,450
207,268
224,524
238,682

105,074
123,795
138,800
149,502
157,862

15,437
17,199
17,338
17,530
17,900

25,064
30,342
35,631
39,337
43,257

10,635
13,113
15,455
18,106
19,661

8
8
6
6

78
-8
38
42
1

2,307,900
2,591,300
2,775,300
2,960,700
3,289,500

6.8
7.1
7.5
7.6
7.3

1985
1986
1987
1988
1989

256,723
272,698
284,487
303,717
329,193

167,360
176,845
183,644
195,522
207,977

18,836
19,847
20,512
21,692
22,873

47,580
49,758
49,496
52,517
60,011

22,947
26,239
30,820
33,970
38,294

f

f

...
...
...
...

9
16
16
38

3,526,700
3,722,400
3,947,400
4,253,700
4,587,800

7.3
7.3
7.2
7.1
7.2

1990
1991
1992
1993
1994

356,536
386,912
419,325
449,896
478,775

222,993
240,436
254,939
267,804
279,118

24,803
27,662
31,091
34,598
37,717

66,239
71,549
83,895
93,487
103,282

42,468
47,229
49,367
53,979
58,618

...
...
...
...
...

32
36
33
28
40

4,878,600
5,051,000
5,362,000
5,558,500
5,842,500

7.3
7.7
7.8
8.1
8.2

Disability
Insurance

Supplementary
Hospital
Medical
Insurance
Insurance

Old-Age and
Survivors
Insurance

Disability
Insurance

f
f

f

e
e
e
e

(Continued)

Annual Statistical Supplement, 2005 ♦ 4.7

4.A OASDI: Trust Funds
Table 4.A4—Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal
income, selected years 1937–2004 (in millions of dollars)—Continued
Cash benefits a

Rehabilitation services b

Service benefits

Total benefits
as a percentage
of personal
Personal
income
income c

Year

Total
benefits

Old-Age and
Survivors
Insurance d

1995
1996
1997
1998
1999

513,959
544,350
572,542
585,156
595,326

291,682
302,914
316,311
326,817
334,437

40,898
44,174
45,659
48,173
51,331

116,368
128,632
137,762
133,990
128,766

64,972
68,598
72,757
76,125
80,724

...
...
...
...
...

39
31
53
51
68

6,152,300
6,520,600
6,915,100
7,423,000
7,802,400

8.4
8.3
8.3
7.9
7.6

2000
2001
2002
2003
2004

625,060
672,853
714,804
746,756
795,868

352,706
372,370
388,170
399,892
415,082

54,938
59,577
65,645
70,906
78,202

128,458
141,183
149,944
152,084
167,554

88,893
99,663
110,969
123,825
134,978

...
...
...
3
3

63
60
75
47
49

8,429,700
8,724,100
8,878,900
9,161,800
9,689,600

7.4
7.7
8.1
8.2
8.2

Disability
Insurance

Supplementary
Hospital
Medical
Insurance
Insurance

Old-Age and
Survivors
Insurance

Disability
Insurance

SOURCES: Department of the Treasury and Bureau of Economic Analysis.
NOTE: . . . = not applicable.
a.
b.
c.
d.
e.
f.

Unnegotiated checks not deducted.
Vocational rehabilitation services to disabled workers and disabled children under the 1965 Amendments to the Social Security Act and to disabled widow(er)s under
the 1967 Amendments to the Social Security Act.
Figures subject to revision.
For 1937–1939, refunds and lump-sum death payments under the Social Security Act of 1935.
Less than 0.05 percent.
Less than $500,000.

CONTACT: Jeff Kunkel (410) 965-3013.

4.8 ♦ Annual Statistical Supplement, 2005

4.A OASDI: Trust Funds
Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2004
(in millions of dollars)
Retired-worker and dependents benefits

Survivors benefits

Wives
and
husbands

Children

Children

Widowed
mothers and
fathers

Widow(er)s a

Parents

Special age-72
beneficiaries

Lump-sum
death
payments

...
...
...

...
...
...

1
10
14

Year

Total

Retired
workers

1937
1938
1939

1
10
14

...
...
...

...
...
...

...
...
...

...
...
...

...
...
...

...
...
...

1940
1945
1950

35
274
961

15
126
557

2
21
88

b

3
52
135

2
27
49

b

b

2
6

20
89

1
3

...
...
...

9
26
33

1955
1956
1957
1958
1959

4,968
5,715
7,347
8,327
9,842

3,253
3,793
4,888
5,567
6,548

466
536
756
851
982

29
33
43
56
77

532
581
651
720
855

163
177
198
223
263

396
469
653
757
921

16
17
19
20
25

...
...
...
...
...

113
109
139
133
171

1960
1961
1962
1963
1964

10,677
11,862
13,356
14,217
14,914

7,053
7,802
8,813
9,391
9,854

1,051
1,124
1,216
1,258
1,277

92
106
134
146
150

945
1,080
1,171
1,222
1,275

286
316
336
348
354

1,057
1,232
1,470
1,612
1,754

28
31
34
34
33

...
...
...
...
...

164
171
183
206
216

1965
1966
1967
1968
1969

16,737
18,267
19,468
22,642
24,209

10,984
11,727
12,372
14,278
15,385

1,383
1,429
1,456
1,673
1,750

175
216
221
253
260

1,515
1,812
1,855
2,207
2,322

388
415
420
478
490

2,041
2,351
2,545
3,117
3,371

35
35
34
37
36

...
44
313
330
303

217
237
252
269
291

1970
1971
1972
1973
1974

28,796
33,413
37,122
45,741
51,618

18,438
21,544
24,143
29,336
33,369

2,029
2,323
2,532
3,000
3,309

303
352
382
457
533

2,760
3,168
3,433
4,002
4,399

574
630
679
801
898

4,055
4,763
5,326
7,505
8,497

39
41
43
48
49

305
285
263
264
237

294
306
320
329
327

1975
1976
1977
1978
1979

58,509
65,699
73,113
80,352
90,556

38,079
43,083
48,186
53,255
60,379

3,719
4,117
4,559
4,983
5,554

634
736
830
921
1,014

4,888
5,336
5,759
6,093
6,608

1,009
1,113
1,191
1,284
1,409

9,597
10,757
12,068
13,278
15,071

50
51
52
51
52

196
174
157
142
128

337
332
312
344
340

1980
1981
1982
1983
1984

105,074
123,795
138,800
149,502
157,862

70,358
83,614
95,123
103,578
109,957

6,405
7,543
8,539
9,328
9,860

1,142
1,321
1,223
1,143
1,135

7,389
8,307
8,204
7,911
7,775

1,572
1,760
1,861
1,771
1,474

17,638
20,749
23,488
25,425
27,325

55
58
59
56
53

119
110
100
85
71

394
332
203
205
212

1985
1986
1987
1988
1989

167,360
176,845
183,644
195,522
207,977

116,823
123,584
128,513
136,987
146,027

10,517
11,152
11,598
12,292
13,054

1,140
1,166
1,183
1,219
1,249

7,762
7,843
7,846
8,120
8,254

1,474
1,457
1,388
1,392
1,401

29,330
31,345
32,833
35,233
37,723

51
48
44
43
41

57
47
36
29
21

207
203
203
208
206

1990
1991
1992
1993
1994

222,993
240,436
254,939
267,804
279,118

156,756
169,142
179,372
188,440
196,400

13,953
14,986
15,810
16,356
16,854

1,316
1,405
1,494
1,563
1,637

8,564
9,022
9,431
9,897
10,293

1,437
1,490
1,521
1,547
1,551

40,705
44,139
47,060
49,746
52,124

39
38
37
36
34

16
12
9
6
4

206
202
206
214
220
(Continued)

Annual Statistical Supplement, 2005 ♦ 4.9

4.A OASDI: Trust Funds
Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2004
(in millions of dollars)—Continued
Retired-worker and dependents benefits

Survivors benefits

Wives
and
husbands

Children

Children

Widowed
mothers and
fathers

Year

Total

Retired
workers

1995
1996
1997
1998
1999

291,682
302,914
316,311
326,817
334,437

205,315
213,423
223,554
232,324
238,478

17,348
17,715
18,154
18,395
18,415

1,715
1,799
1,882
1,940
1,992

10,717
11,217
11,660
11,936
12,125

1,573
1,486
1,466
1,435
1,415

54,761
57,025
59,349
60,540
61,769

32
31
30
29
27

3
1
1

2000
2001
2002
2003
2004

352,706
372,370
388,170
399,892
415,082

253,542
268,976
281,624
291,518
304,261

18,969
19,491
19,884
19,951
20,164

2,133
2,332
2,475
2,583
2,714

12,532
13,134
13,690
14,072
14,538

1,406
1,441
1,476
1,486
1,515

63,884
66,758
68,782
70,052
71,660

26
26
25
24
24

b

Widow(er)s

a

Parents

Special age-72
beneficiaries

b
b

b
b
b
b

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
NOTES: Amounts by type of benefit are estimated. Unnegotiated checks are not deducted. Totals do not necessarily equal the sum of rounded components.
. . . = not applicable.
a.
b.

Aged widow(er)s and disabled widow(er)s.
Less than $500,000.

CONTACT: Jeff Kunkel (410) 965-3013.

4.10 ♦ Annual Statistical Supplement, 2005

Lump-sum
death
payments
218
218
216
218
216
214
212
213
206
205

4.A OASDI: Trust Funds
Table 4.A6—Total annual benefits paid from DI trust fund, by type of benefit, 1957–2004 (in millions of dollars)
Year

Total

Disabled workers

Wives and husbands

Children

1957
1958
1959

57
249
457

57
246
390

...
1
29

...
1
38

1960
1961
1962
1963
1964

568
887
1,105
1,210
1,309

489
724
888
965
1,044

32
54
68
73
79

48
109
149
172
186

1965
1966
1967
1968
1969

1,573
1,781
1,939
2,294
2,542

1,246
1,394
1,519
1,804
2,014

95
108
113
131
139

232
280
307
360
389

1970
1971
1972
1973
1974

3,067
3,758
4,473
5,718
6,903

2,448
3,028
3,626
4,676
5,662

165
192
224
281
320

454
539
623
760
920

1975
1976
1977
1978
1979

8,414
9,966
11,463
12,513
13,708

6,908
8,190
9,456
10,315
11,333

385
447
505
541
581

1,121
1,328
1,503
1,657
1,794

1980
1981
1982
1983
1984

15,437
17,199
17,338
17,530
17,900

12,816
14,379
14,811
15,196
15,623

638
684
652
607
536

1,983
2,136
1,875
1,728
1,741

1985
1986
1987
1988
1989

18,836
19,847
20,512
21,692
22,873

16,483
17,409
18,053
19,165
20,314

545
547
532
529
523

1,809
1,890
1,926
1,999
2,036

1990
1991
1992
1993
1994

24,803
27,662
31,091
34,598
37,717

22,113
24,738
27,856
30,913
33,711

531
550
572
572
579

2,159
2,374
2,663
3,112
3,428

1995
1996
1997
1998
1999

40,898
44,174
45,659
48,173
51,331

36,610
39,625
41,083
43,467
46,459

577
515
479
457
433

3,711
4,034
4,098
4,249
4,439

2000
2001
2002
2003
2004

54,938
59,577
65,645
70,906
78,202

49,848
54,244
59,886
64,811
71,685

421
416
423
431
455

4,670
4,917
5,337
5,664
6,062

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data.
NOTES: Amounts by type of benefit are estimated. Unnegotiated checks are not deducted. Totals do not necessarily equal the sum of rounded components.
. . . = not applicable.
CONTACT: Jeff Kunkel (410) 965-3013.

Annual Statistical Supplement, 2005 ♦ 4.11