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<p><a href="../../pubs.html">Actuarial Publications</a></p>
<p><a href="index.html">2010 Trustees Report</a><br />
&nbsp; <a href="trTOC.html">Contents</a><br />
&nbsp; <a href="I_intro.html">Next</a><br />
&nbsp; Tables<br />
&nbsp; <a href="trLOF.html">Figures</a><br />
&nbsp; <a href="trIX.html">Index</a></p>
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<p><center>LIST OF TABLES</center><hr /></p>
<ul style="list-style-type: none;">
<li><b>II. &nbsp; OVERVIEW
</b>
<table width="100%" summary="tables in chapter II">
<tr><td width="5%">II.B1</td><td><a href="II_cyoper.html#96807">Summary of 2009 Trust Fund Financial Operations
</a></td></tr>
<tr><td width="5%">II.B2</td><td><a href="II_cyoper.html#89438">Tax Rates for 2009 and Later
</a></td></tr>
<tr><td width="5%">II.C1</td><td><a href="II_assump.html#97250">Long-Range Valuesa of Key Demographic and Economic Assumptions for the 75-year Projection Period
</a></td></tr>
<tr><td width="5%">II.D1</td><td><a href="II_project.html#105724">Projected Maximum Trust Fund Ratios Attained and Trust Fund Exhaustion Dates
</a></td></tr>
<tr><td width="5%">II.D2</td><td><a href="II_project.html#112045">Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions
</a></td></tr>
</table><p></p>
<li><b>III. &nbsp; FINANCIAL OPERATIONS OF THE TRUST FUNDS AND LEGISLATIVE CHANGES IN THE LAST YEAR
</b>
<table width="100%" summary="tables in chapter III">
<tr><td width="5%">III.A1</td><td><a href="III_cyoper.html#153819">Operations of the OASI Trust Fund, Calendar Year 2009
</a></td></tr>
<tr><td width="5%">III.A2</td><td><a href="III_cyoper.html#141327">Operations of the DI Trust Fund, Calendar Year 2009
</a></td></tr>
<tr><td width="5%">III.A3</td><td><a href="III_cyoper.html#142447">Operations of the Combined OASI and DI Trust Funds, Calendar Year 2009
</a></td></tr>
<tr><td width="5%">III.A4</td><td><a href="III_cyoper.html#158595">Comparison of Actual Calendar Year 2009 Trust Fund Operations With Estimates Made in Prior Reports
</a></td></tr>
<tr><td width="5%">III.A5</td><td><a href="III_cyoper.html#160457">Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2008 and 2009
</a></td></tr>
<tr><td width="5%">III.A6</td><td><a href="III_cyoper.html#147356">Administrative Expenses as a Percentage of Contribution Income and of Total Expenditures, Calendar Years 2005-09
</a></td></tr>
<tr><td width="5%">III.A7</td><td><a href="III_cyoper.html#139527">Trust Fund Investment Transactions, Calendar Year 2009
</a></td></tr>
</table><p></p>
<li><b>IV. &nbsp; ACTUARIAL ESTIMATES
</b>
<table width="100%" summary="tables in chapter IV">
<tr><td width="5%">IV.A1</td><td><a href="IV_SRest.html#280816">Operations of the OASI Trust Fund, Calendar Years 2005-19
</a></td></tr>
<tr><td width="5%">IV.A2</td><td><a href="IV_SRest.html#291881">Operations of the DI Trust Fund, Calendar Years 2005-19
</a></td></tr>
<tr><td width="5%">IV.A3</td><td><a href="IV_SRest.html#271967">Operations of the Combined OASI and DI Trust Funds, Calendar Years 2005-19
</a></td></tr>
<tr><td width="5%">IV.A4</td><td><a href="IV_SRest.html#202798">Reasons for Change in Trust Fund Ratios at the Beginning of the Tenth Year of Projection
</a></td></tr>
<tr><td width="5%">IV.B1</td><td><a href="IV_LRest.html#375339">Annual Income Rates, Cost Rates, and Balances, Calendar Years 1990-2085
</a></td></tr>
<tr><td width="5%">IV.B2</td><td><a href="IV_LRest.html#363526">Covered Workers and Beneficiaries, Calendar Years 1945-2085
</a></td></tr>
<tr><td width="5%">IV.B3</td><td><a href="IV_LRest.html#371491">Trust Fund Ratios, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">IV.B4</td><td><a href="IV_LRest.html#274087">Components of Summarized Income Rates and Cost Rates, Calendar Years 2010-84
</a></td></tr>
<tr><td width="5%">IV.B5</td><td><a href="IV_LRest.html#276411">Components of 75-Year Actuarial Balance Under Intermediate Assumptions
</a></td></tr>
<tr><td width="5%">IV.B6</td><td><a href="IV_LRest.html#267528">Unfunded OASDI Obligations for 1935 (Program Inception) Through the Infinite Horizon, Based on Intermediate Assumptions
</a></td></tr>
<tr><td width="5%">IV.B7</td><td><a href="IV_LRest.html#267012">Present Values of OASDI Cost Less Tax Revenue and Unfunded Obligations for Program Participants, Based on Intermediate Assumptions
</a></td></tr>
<tr><td width="5%">IV.B8</td><td><a href="IV_LRest.html#220056">Comparison of Long-Range Actuarial Balances With the Minimum Allowable in the Test for Close Actuarial Balance, Based on Intermediate Assumptions
</a></td></tr>
<tr><td width="5%">IV.B9</td><td><a href="IV_LRest.html#219298">Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions
</a></td></tr>
</table><p></p>
<li><b>V. &nbsp; ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES
</b>
<table width="100%" summary="tables in chapter V">
<tr><td width="5%">V.A1</td><td><a href="V_demographic.html#205410">Principal Demographic Assumptions, Calendar Years 1940-2085
</a></td></tr>
<tr><td width="5%">V.A2</td><td><a href="V_demographic.html#167717">Social Security Area Population as of July and Dependency Ratios, Calendar Years 1950-2085
</a></td></tr>
<tr><td width="5%">V.A3</td><td><a href="V_demographic.html#226697">Period Life Expectancy
</a></td></tr>
<tr><td width="5%">V.A4</td><td><a href="V_demographic.html#221776">Cohort Life Expectancy
</a></td></tr>
<tr><td width="5%">V.B1</td><td><a href="V_economic.html#188118">Principal Economic Assumptions
</a></td></tr>
<tr><td width="5%">V.B2</td><td><a href="V_economic.html#205214">Additional Economic Factors
</a></td></tr>
<tr><td width="5%">V.C1</td><td><a href="V_programatic.html#246131">Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2019
</a></td></tr>
<tr><td width="5%">V.C2</td><td><a href="V_programatic.html#252749">Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2019
</a></td></tr>
<tr><td width="5%">V.C3</td><td><a href="V_programatic.html#180548">Legislated Changes in Normal Retirement Age and Delayed Retirement Credits, for Persons Reaching Age 62 in Each Year 1986 and Later
</a></td></tr>
<tr><td width="5%">V.C4</td><td><a href="V_programatic.html#233349">OASI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1945-2085
</a></td></tr>
<tr><td width="5%">V.C5</td><td><a href="V_programatic.html#239127">DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2085
</a></td></tr>
</table><p></p>
<li><b>VI. &nbsp; APPENDICES
</b>
<table width="100%" summary="tables in chapter VI">
<tr><td width="5%">VI.A1</td><td><a href="VI_cyoper_history.html#170772">Contribution and Benefit Base and Contribution Rates
</a></td></tr>
<tr><td width="5%">VI.A2</td><td><a href="VI_cyoper_history.html#187535"> Operations of the OASI Trust Fund, Calendar Years 1937-2009
</a></td></tr>
<tr><td width="5%">VI.A3</td><td><a href="VI_cyoper_history.html#120754"> Operations of the DI Trust Fund, Calendar Years 1957-2009
</a></td></tr>
<tr><td width="5%">VI.A4</td><td><a href="VI_cyoper_history.html#190685"> Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2009
</a></td></tr>
<tr><td width="5%">VI.A5</td><td><a href="VI_cyoper_history.html#192723">Assets of the OASI Trust Fund, End of Calendar Years 2008 and 2009
</a></td></tr>
<tr><td width="5%">VI.A6</td><td><a href="VI_cyoper_history.html#179735">Assets of the DI Trust Fund, End of Calendar Years 2008 and 2009
</a></td></tr>
<tr><td width="5%">VI.B1</td><td><a href="VI_LRact_bal.html#103557">Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1982-2010
</a></td></tr>
<tr><td width="5%">VI.C1</td><td><a href="VI_SRfyproj.html#221474">Operations of the OASI Trust Fund, Fiscal Year 2009
</a></td></tr>
<tr><td width="5%">VI.C2</td><td><a href="VI_SRfyproj.html#222044">Operations of the DI Trust Fund, Fiscal Year 2009
</a></td></tr>
<tr><td width="5%">VI.C3</td><td><a href="VI_SRfyproj.html#241050">Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2009
</a></td></tr>
<tr><td width="5%">VI.C4</td><td><a href="VI_SRfyproj.html#250391">Operations of the OASI Trust Fund, Fiscal Years 2005-19
</a></td></tr>
<tr><td width="5%">VI.C5</td><td><a href="VI_SRfyproj.html#256972">Operations of the DI Trust Fund, Fiscal Years 2005-19
</a></td></tr>
<tr><td width="5%">VI.C6</td><td><a href="VI_SRfyproj.html#238210">Operations of the Combined OASI and DI Trust Funds, Fiscal Years 2005-19
</a></td></tr>
<tr><td width="5%">VI.D1</td><td><a href="VI_LRsensitivity.html#95682">Sensitivity to Varying Fertility Assumptions
</a></td></tr>
<tr><td width="5%">VI.D2</td><td><a href="VI_LRsensitivity.html#92699">Sensitivity to Varying Death-Rate Assumptions
</a></td></tr>
<tr><td width="5%">VI.D3</td><td><a href="VI_LRsensitivity.html#100036">Sensitivity to Varying Net-Immigration Assumptions
</a></td></tr>
<tr><td width="5%">VI.D4</td><td><a href="VI_LRsensitivity.html#93111">Sensitivity to Varying Real-Wage Assumptions
</a></td></tr>
<tr><td width="5%">VI.D5</td><td><a href="VI_LRsensitivity.html#93319">Sensitivity to Varying CPI-Increase Assumptions
</a></td></tr>
<tr><td width="5%">VI.D6</td><td><a href="VI_LRsensitivity.html#93524">Sensitivity to Varying Real-Interest Assumptions
</a></td></tr>
<tr><td width="5%">VI.D7</td><td><a href="VI_LRsensitivity.html#94262">Sensitivity to Varying Disability Incidence Assumptions
</a></td></tr>
<tr><td width="5%">VI.D8</td><td><a href="VI_LRsensitivity.html#110373">Sensitivity to Varying Disability Termination Assumptions
</a></td></tr>
<tr><td width="5%">VI.E1</td><td><a href="VI_stochastic.html#105337">Long-Range Estimates Relating to the Actuarial Status of the Combined OASDI Program
</a></td></tr>
<tr><td width="5%">VI.F1</td><td><a href="VI_OASDHI_payroll.html#92759">Contribution Rates for the OASDI and HI Programs
</a></td></tr>
<tr><td width="5%">VI.F2</td><td><a href="VI_OASDHI_payroll.html#151594">OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.F3</td><td><a href="VI_OASDHI_payroll.html#131183">Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2010-84
</a></td></tr>
<tr><td width="5%">VI.F4</td><td><a href="VI_OASDHI_GDP.html#159076">OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.F5</td><td><a href="VI_OASDHI_GDP.html#103985">Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.F6</td><td><a href="VI_OASDHI_dollars.html#182913">Selected Economic Variables, Calendar Years 2009-85
</a></td></tr>
<tr><td width="5%">VI.F7</td><td><a href="VI_OASDHI_dollars.html#180555">Operations of the Combined OASI and DI Trust Funds, in Constant 2010 Dollars, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.F8</td><td><a href="VI_OASDHI_dollars.html#150920">Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.F9</td><td><a href="VI_OASDHI_dollars.html#176345">OASDI and HI Annual Income Excluding Interest, Cost, and Balance in Current Dollars, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.F10</td><td><a href="VI_OASDHI_dollars.html#119381">Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2010-85
</a></td></tr>
<tr><td width="5%">VI.G1</td><td><a href="VI_OASIforDI.html#115398">Benefit Disbursements From the OASI Trust Fund With Respect to Disabled Beneficiaries
</a></td></tr>
<tr><td width="5%">VI.G2</td><td><a href="VI_OASIforDI.html#113537">Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries
</a></td></tr>
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