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<div id="title-bar"><h2>2014 OASDI Trustees Report</h2></div>
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<div class="Lists"><a name="451510">LIST OF TABLES</a></div>
<div class="ChapterLOT"><a href="II_A_highlights.html" title="II. OVERVIEW" name="462258"> II.&nbsp;OVERVIEW</a></div>
<div class="TableTitleLOT"><a href="II_B_cyoper.html#96807" title="B. TRUST FUND FINANCIAL OPERATIONS IN 2013" name="462264">II.B1 Summary of 2013 Trust Fund Financial Operations</a></div>
<div class="TableTitleLOT"><a href="II_B_cyoper.html#99490" title="B. TRUST FUND FINANCIAL OPERATIONS IN 2013" name="462266">II.B2 Payroll Tax Contribution Rates for 2013</a></div>
<div class="TableTitleLOT"><a href="II_C_assump.html#101021" title="C. ASSUMPTIONS ABOUT THE FUTURE" name="462270">II.C1 Long-Range Values<span class="Superscript"> </span> of Key Assumptions for the 75-year<br />Projection Period</a></div>
<div class="TableTitleLOT"><a href="II_D_project.html#125512" title="D. PROJECTIONS OF FUTURE FINANCIAL STATUS" name="462274">II.D1 Projected Maximum Trust Fund Ratios During the Long-Range Period and Trust Fund Reserve Depletion Dates</a></div>
<div class="TableTitleLOT"><a href="II_D_project.html#112045" title="D. PROJECTIONS OF FUTURE FINANCIAL STATUS" name="462276">II.D2 Reasons for Change in the 75-Year Actuarial Balance,<br />Based on Intermediate Assumptions</a></div>
<div class="ChapterLOT"><a href="III_A_cyoper.html" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462280"> III.&nbsp;FINANCIAL OPERATIONS OF THE TRUST FUNDS AND<br />LEGISLATIVE CHANGES IN THE LAST YEAR</a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#193204" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462284">III.A1 Operations of the OASI Trust Fund, Calendar Year 2013</a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#195098" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462286">III.A2 Operations of the DI Trust Fund, Calendar Year 2013</a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#990519" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462288">III.A3 Operations of the Combined OASI and DI Trust Funds, <br />Calendar Year 2013</a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#986258" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462290">III.A4 Comparison of Actual Calendar Year 2013 Trust Fund<br />Operations With Estimates Made in Prior Reports, Based on Intermediate Assumptions </a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#985713" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462292">III.A5 Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2012 and 2013</a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#147356" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462294">III.A6 Administrative Expenses as a Percentage of Non-interest Income and of Total Expenditures, Calendar Years 2009-13</a></div>
<div class="TableTitleLOT"><a href="III_A_cyoper.html#188867" title="III. FINANCIAL OPERATIONS OF THE TRUST FUNDS ANDLEGISLATIVE CHANGES IN THE LAST YEAR" name="462296">III.A7 Trust Fund Investment Transactions, Calendar Year 2013</a></div>
<div class="ChapterLOT"><a href="IV_A_SRest.html" title="IV. ACTUARIAL ESTIMATES" name="462300"> IV.&nbsp;ACTUARIAL ESTIMATES</a></div>
<div class="TableTitleLOT"><a href="IV_A_SRest.html#506116" title="IV. ACTUARIAL ESTIMATES" name="462304">IV.A1 Operations of the OASI Trust Fund,<br />Calendar Years 2009-23 </a></div>
<div class="TableTitleLOT"><a href="IV_A_SRest.html#494265" title="IV. ACTUARIAL ESTIMATES" name="462306">IV.A2 Operations of the DI Trust Fund, Calendar Years 2009-23</a></div>
<div class="TableTitleLOT"><a href="IV_A_SRest.html#382302" title="IV. ACTUARIAL ESTIMATES" name="462308">IV.A3 Operations of the Combined OASI and DI Trust Funds,<br />Calendar Years 2009-23</a></div>
<div class="TableTitleLOT"><a href="IV_A_SRest.html#443064" title="IV. ACTUARIAL ESTIMATES" name="462310">IV.A4 Reasons for Change in Trust Fund (Unfunded Obligation) Ratios <br />at the Beginning of the Tenth Year of Projection Under<br />Intermediate Assumptions</a></div>
<div class="TableTitleLOT"><a href="IV_B_LRest.html#462733" title="B. LONG-RANGE ESTIMATES" name="462314">IV.B1 Annual Income Rates, Cost Rates, and Balances,<br />Calendar Years 1990-2090</a></div>
<div class="TableTitleLOT"><a href="IV_B_LRest.html#493869" title="B. LONG-RANGE ESTIMATES" name="462532">IV.B2 Covered Workers and Beneficiaries,<br />Calendar Years 1945-2090</a></div>
<div class="TableTitleLOT"><a href="IV_B_LRest.html#473953" title="B. LONG-RANGE ESTIMATES" name="462534">IV.B3 Trust Fund Ratios, Calendar Years 2014-90</a></div>
<div class="TableTitleLOT"><a href="IV_B_LRest.html#433140" title="B. LONG-RANGE ESTIMATES" name="462320">IV.B4 Components of Summarized Income Rates and Cost Rates, <br />Calendar Years 2014-88</a></div>
<div class="TableTitleLOT"><a href="IV_B_LRest.html#493472" title="B. LONG-RANGE ESTIMATES" name="462322">IV.B5 Components of 75-Year Actuarial Balance<br />Under Intermediate Assumptions</a></div>
<div class="TableTitleLOT"><a href="IV_B_LRest.html#219298" title="B. LONG-RANGE ESTIMATES" name="462324">IV.B6 Reasons for Change in the 75-Year Actuarial Balance,<br />Based on Intermediate Assumptions</a></div>
<div class="ChapterLOT"><a href="V_A_demo.html#253046" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="462326"> V.&nbsp;ASSUMPTIONS AND METHODS UNDERLYING<br />ACTUARIAL ESTIMATES</a></div>
<div class="TableTitleLOT"><a href="V_A_demo.html#255003" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="462330">V.A1 Principal Demographic Assumptions,<br />Calendar Years 1940-2090</a></div>
<div class="TableTitleLOT"><a href="V_A_demo.html#271410" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="462332">V.A2 Social Security Area Population on July 1 and<br />Dependency Ratios, Calendar Years 1945-2090&nbsp;</a></div>
<div class="TableTitleLOT"><a href="V_A_demo.html#226697" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="462334">V.A3 Period Life Expectancy </a></div>
<div class="TableTitleLOT"><a href="V_A_demo.html#221776" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="462336">V.A4 Cohort Life Expectancy </a></div>
<div class="TableTitleLOT"><a href="V_B_econ.html#292722" title="B. ECONOMIC ASSUMPTIONS AND METHODS" name="462340">V.B1 Principal Economic Assumptions</a></div>
<div class="TableTitleLOT"><a href="V_B_econ.html#308187" title="B. ECONOMIC ASSUMPTIONS AND METHODS" name="462342">V.B2 Additional Economic Factors</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#1047210" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462346">V.C1 Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement<br />Earnings Test Exempt Amounts, 1975-2023</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#1031432" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462348">V.C2 Values for Selected Wage-Indexed Program Parameters, <br />Calendar Years 1978-2023</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#180548" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462350">V.C3 Legislated Changes in Normal Retirement Age and Delayed Retirement Credits for Persons Reaching Age 62 in<br />Each Year 1986 and Later</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#1060201" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462352">V.C4 OASI Beneficiaries With Benefits in Current-Payment Status<br />at the End of Calendar Years 1945-2090</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#1056376" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462354">V.C5 DI Beneficiaries With Benefits in Current-Payment Status<br />at the End of Calendar Years 1960-2090</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#284997" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462356">V.C6 Contribution and Benefit Base and<br />Payroll Tax Contribution Rates</a></div>
<div class="TableTitleLOT"><a href="V_C_prog.html#1078526" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="462358">V.C7 Annual Scheduled Benefit Amounts for Retired Workers <br />With Various Pre-Retirement Earnings Patterns <br />Based on Intermediate Assumptions,<br />Calendar Years 2014-90</a></div>
<div class="ChapterLOT"><a href="VI_A_cyoper_hist.html" title="VI. APPENDICES" name="462360"> VI.&nbsp;APPENDICES</a></div>
<div class="SectionLOT"><a href="VI_A_cyoper_hist.html#207125" title="VI. APPENDICES" name="462362"> A.&nbsp;HISTORY OF OASI AND DI TRUST FUND OPERATIONS</a></div>
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#282924" title="VI. APPENDICES" name="462364">VI.A1 Operations of the OASI Trust Fund,<br />Calendar Years 1937-2013</a></div>
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#288797" title="VI. APPENDICES" name="462366">VI.A2 Operations of the DI Trust Fund, Calendar Years 1957-2013</a></div>
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#293711" title="VI. APPENDICES" name="462368">VI.A3 Operations of the Combined OASI and DI Trust Funds,<br />Calendar Years 1957-2013</a></div>
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#297482" title="VI. APPENDICES" name="462370">VI.A4 OASI Trust Fund Asset Reserves, <br />End of Calendar Years 2012 and 2013</a></div>
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#297536" title="VI. APPENDICES" name="462372">VI.A5 DI Trust Fund Asset Reserves, <br />End of Calendar Years 2012 and 2013</a></div>
<div class="SectionLOT"><a href="VI_B_LRact_bal.html#102806" title="B. HISTORY OF ACTUARIAL STATUS ESTIMATES" name="462374"> B.&nbsp;HISTORY OF</a> <span class="Link">ACTUARIAL STATUS</span> ESTIMATES</div>
<div class="TableTitleLOT"><a href="VI_B_LRact_bal.html#103557" title="B. HISTORY OF ACTUARIAL STATUS ESTIMATES" name="462376">VI.B1 Long-Range OASDI Actuarial Balances  and <br />Trust Fund Reserve Depletion Dates as Shown in the<br />Trustees Reports for 1982-2014</a></div>
<div class="SectionLOT"><a href="VI_C_SRfyproj.html#185082" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462378"> C.&nbsp;FISCAL YEAR HISTORICAL DATA AND<br />PROJECTIONS THROUGH 2023</a></div>
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#317167" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462380">VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2013</a></div>
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#315502" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462382">VI.C2 Operations of the DI Trust Fund, Fiscal Year 2013</a></div>
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#316059" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462384">VI.C3 Operations of the Combined OASI and DI Trust Funds,<br />Fiscal Year 2013</a></div>
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#306103" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462386">VI.C4 Operations of the OASI Trust Fund, Fiscal Years 2009-23</a></div>
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#320212" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462388">VI.C5 Operations of the DI Trust Fund, Fiscal Years 2009-23</a></div>
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#287447" title="C. FISCAL YEAR HISTORICAL DATA ANDPROJECTIONS THROUGH 2023" name="462390">VI.C6 Operations of the Combined OASI and DI Trust Funds,<br />Fiscal Years 2009-23</a></div>
<div class="SectionLOT"><a href="VI_D_LRsens.html#100512" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462392"> D.&nbsp;LONG-RANGE SENSITIVITY ANALYSIS</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#111775" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462394">VI.D1 Sensitivity of OASDI Measures to Varying<br />Fertility Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#92699" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462722">VI.D2 Sensitivity of OASDI Measures to Varying<br />Death-Rate Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#100036" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462724">VI.D3 Sensitivity of OASDI Measures to Varying<br />Net-Immigration Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#93111" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462400">VI.D4 Sensitivity of OASDI Measures to Varying<br />Real-Wage Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#112613" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462402">VI.D5 Sensitivity of OASDI Measures to Varying<br />CPI-Increase Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#93524" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462404">VI.D6 Sensitivity of OASDI Measures to Varying<br />Real-Interest Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#113229" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462406">VI.D7 Sensitivity of OASDI Measures to Varying<br />Disability Incidence Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#122297" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="462408">VI.D8 Sensitivity of OASDI Measures to Varying<br />Disability Termination Assumptions</a></div>
<div class="SectionLOT"><a href="VI_E_stoch.html#103970" title="E. STOCHASTIC PROJECTIONS AND UNCERTAINTY" name="462410"> E.&nbsp;STOCHASTIC PROJECTIONS AND UNCERTAINTY</a></div>
<div class="TableTitleLOT"><a href="VI_E_stoch.html#130300" title="E. STOCHASTIC PROJECTIONS AND UNCERTAINTY" name="462412">VI.E1 Long-Range Estimates Relating to the Actuarial Status of<br />the Combined OASDI Program</a></div>
<div class="SectionLOT"><a href="VI_F_infinite.html" title="F. INFINITE HORIZON PROJECTIONS" name="462414"> F.&nbsp;INFINITE HORIZON PROJECTIONS</a></div>
<div class="TableTitleLOT"><a href="VI_F_infinite.html#1000194" title="F. INFINITE HORIZON PROJECTIONS" name="462416">VI.F1 Unfunded OASDI Obligations Through the Infinite Horizon,<br />Based on Intermediate Assumptions</a></div>
<div class="TableTitleLOT"><a href="VI_F_infinite.html#1000308" title="F. INFINITE HORIZON PROJECTIONS" name="462762">VI.F2 Present Values of OASDI Cost Less Non-interest Income<br />and Unfunded Obligations for Program Participants,<br />Based on Intermediate Assumptions</a></div>
<div class="SectionLOT"><a href="VI_G1_OASDHI_payroll.html#105439" title="G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED" name="462764"> G.&nbsp;ESTIMATES FOR OASDI AND HI,<br />SEPARATE AND COMBINED</a></div>
<div class="TableTitleLOT"><a href="VI_G1_OASDHI_payroll.html#92759" title="G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED" name="462766">VI.G1 Payroll Tax Contribution Rates for the OASDI and<br />HI Programs</a></div>
<div class="TableTitleLOT"><a href="VI_G1_OASDHI_payroll.html#170627" title="G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED" name="462424">VI.G2 OASDI and HI Annual Income Rates, Cost Rates,<br />  and Balances, Calendar Years 2014-90</a></div>
<div class="TableTitleLOT"><a href="VI_G1_OASDHI_payroll.html#173104" title="G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED" name="462426">VI.G3 Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2014-88</a></div>
<div class="TableTitleLOT"><a href="VI_G2_OASDHI_GDP.html#200732" title="2. Estimates as a Percentage of Gross Domestic Product" name="462428">VI.G4 OASDI and HI Annual and Summarized Income, Cost, and<br />Balance as a Percentage of GDP, Calendar Years 2014-90</a></div>
<div class="TableTitleLOT"><a href="VI_G2_OASDHI_GDP.html#103985" title="2. Estimates as a Percentage of Gross Domestic Product" name="462794">VI.G5 Ratio of OASDI Taxable Payroll to GDP,<br />Calendar Years 2014-90 </a></div>
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#182913" title="3. Estimates in Dollars" name="462796">VI.G6 Selected Economic Variables, Calendar Years 2013-90</a></div>
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#236870" title="3. Estimates in Dollars" name="462798">VI.G7 Operations of the Combined OASI and DI Trust Funds,<br />in CPI-indexed 2014 Dollars, Calendar Years 2014-90</a></div>
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#231830" title="3. Estimates in Dollars" name="462436">VI.G8 Operations of the Combined OASI and DI Trust Funds, <br />in Current Dollars, Calendar Years 2014-90</a></div>
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#241156" title="3. Estimates in Dollars" name="462438">VI.G9 OASDI and HI Annual Non-interest Income, Cost, and<br />Balance in Current Dollars, Calendar Years 2014-90</a></div>
<div class="SectionLOT"><a href="VI_H_OASIforDI.html#97986" title="H. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES" name="462440"> H.&nbsp;ANALYSIS OF BENEFIT DISBURSEMENTS<br />FROM THE OASI TRUST FUND WITH <br />RESPECT TO DISABLED BENEFICIARIES</a></div>
<div class="TableTitleLOT"><a href="VI_H_OASIforDI.html#124088" title="H. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES" name="462442">VI.H1 Benefit Disbursements From the OASI Trust Fund<br />With Respect to Disabled Beneficiaries</a></div>
<div class="TableTitleLOT"><a href="VI_H_OASIforDI.html#131089" title="H. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES" name="462444">VI.H2 Benefit Disbursements Under the OASDI Program<br />With Respect to Disabled Beneficiaries</a></div>
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