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<h2 class="fw4 ma0">The 2022 OASDI Trustees Report</h2>
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<div class="Lists"><a name="451510">LIST OF TABLE</a></div>
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<div class="ChapterLOT">II. OVERVIEW</div>
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<div class="TableTitleLOT"><a href="II_B_cyoper.html#96807" title="B. TRUST FUND FINANCIAL OPERATIONS IN 2021" name="472535"> II.B1 Summary of 2021 Trust Fund Financial Operations</a></div>
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<div class="TableTitleLOT"><a href="II_B_cyoper.html#99490" title="B. TRUST FUND FINANCIAL OPERATIONS IN 2021" name="472537"> II.B2 Payroll Tax Contribution Rates for 2021</a></div>
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<div class="TableTitleLOT"><a href="II_C_assump.html#101021" title="C. ASSUMPTIONS ABOUT THE FUTURE" name="472541"> II.C1 Key Assumptions and Summary Measures for the Long-Range (75-year) Projection Period</a></div>
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<div class="TableTitleLOT"><a href="II_D_project.html#125512" title="D. PROJECTIONS OF FUTURE FINANCIAL STATUS" name="472545"> II.D1 Projected Maximum Trust Fund Ratios During the Long-Range Period and Trust Fund Reserve Depletion Dates</a></div>
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<div class="TableTitleLOT"><a href="II_D_project.html#112045" title="D. PROJECTIONS OF FUTURE FINANCIAL STATUS" name="472547"> II.D2 Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions</a></div>
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<div class="ChapterLOT">III. FINANCIAL OPERATIONS OF THE TRUST FUNDS AND LEGISLATIVE CHANGES IN THE LAST YEAR</div>
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<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="472555"> III.A1 Operations of the OASI Trust Fund, Calendar Year 2021</a></div>
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<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="472557"> III.A2 Operations of the DI Trust Fund, Calendar Year 2021</a></div>
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<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="472559"> III.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Year 2021</a></div>
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<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="472561"> III.A4 Comparison of Actual Calendar Year 2021 Trust Fund Operations With Estimates Made in Prior Reports, Based on Intermediate Assumptions </a></div>
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<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="472563"> III.A5 Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2020 and 2021</a></div>
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<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="472565"> III.A6 Administrative Expenses as a Percentage of Total Income and of Total Cost, Calendar Years 2016-2021</a></div>
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<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="472567"> III.A7 Trust Fund Investment Transactions, Calendar Year 2021</a></div>
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<div class="ChapterLOT">IV. ACTUARIAL ESTIMATES</div>
|
||
<div class="TableTitleLOT"><a href="IV_A_SRest.html#506116" title="IV. ACTUARIAL ESTIMATES" name="472575"> IV.A1 Operations of the OASI Trust Fund, Calendar Years 2017-2031</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_A_SRest.html#494265" title="IV. ACTUARIAL ESTIMATES" name="472577"> IV.A2 Operations of the DI Trust Fund, Calendar Years 2017-2031</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_A_SRest.html#382302" title="IV. ACTUARIAL ESTIMATES" name="472579"> IV.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 2017-2031</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_A_SRest.html#443064" title="IV. ACTUARIAL ESTIMATES" name="472581"> IV.A4 Reasons for Change in Trust Fund (Unfunded Obligation) Ratios at the Beginning of the Tenth Year of Projection Under Intermediate Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#462733" title="B. LONG-RANGE ESTIMATES" name="472585"> IV.B1 Annual Income Rates, Cost Rates, and Balances, Calendar Years 1990-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#506020" title="B. LONG-RANGE ESTIMATES" name="472587"> IV.B2 Components of Annual Income Rates, Calendar Years 1990-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#493869" title="B. LONG-RANGE ESTIMATES" name="472589"> IV.B3 Covered Workers and Beneficiaries, Calendar Years 1945-2100 </a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#473953" title="B. LONG-RANGE ESTIMATES" name="472591"> IV.B4 Trust Fund Ratios, Calendar Years 2022-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#433140" title="B. LONG-RANGE ESTIMATES" name="472593"> IV.B5 Components of Summarized Income Rates and Cost Rates, Calendar Years 2022-2096</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#493472" title="B. LONG-RANGE ESTIMATES" name="472595"> IV.B6 Components of 75-Year Actuarial Balance and Unfunded Obligation Under Intermediate Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="IV_B_LRest.html#219298" title="B. LONG-RANGE ESTIMATES" name="472597"> IV.B7 Reasons for Change in the 75-Year Actuarial Balance, Based on Intermediate Assumptions</a></div>
|
||
<div class="ChapterLOT">V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES</div>
|
||
<div class="TableTitleLOT"><a href="V_A_demo.html#308505" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="472603"> V.A1 Fertility and Mortality Assumptions, Calendar Years 1940-2100 </a></div>
|
||
<div class="TableTitleLOT"><a href="V_A_demo.html#301601" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="472605"> V.A2 Immigration Assumptions, Calendar Years 1940-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="V_A_demo.html#271410" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="472607"> V.A3 Social Security Area Population on July 1 and Dependency Ratios, Calendar Years 1945-2100 </a></div>
|
||
<div class="TableTitleLOT"><a href="V_A_demo.html#226697" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="472609"> V.A4 Period Life Expectancy </a></div>
|
||
<div class="TableTitleLOT"><a href="V_A_demo.html#221776" title="V. ASSUMPTIONS AND METHODS UNDERLYINGACTUARIAL ESTIMATES" name="472611"> V.A5 Cohort Life Expectancy </a></div>
|
||
<div class="TableTitleLOT"><a href="V_B_econ.html#292722" title="B. ECONOMIC ASSUMPTIONS AND METHODS" name="472615"> V.B1 Principal Economic Assumptions </a></div>
|
||
<div class="TableTitleLOT"><a href="V_B_econ.html#308187" title="B. ECONOMIC ASSUMPTIONS AND METHODS" name="472617"> 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="472621"> V.C1 Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2031 </a></div>
|
||
<div class="TableTitleLOT"><a href="V_C_prog.html#1031432" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="472623"> V.C2 Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2031</a></div>
|
||
<div class="TableTitleLOT"><a href="V_C_prog.html#180548" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="472625"> V.C3 Legislated Changes in Normal Retirement Age and Delayed Retirement Credits for Persons Attaining Age 62 in 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="472627"> V.C4 OASI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1945-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="V_C_prog.html#1056376" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="472629"> V.C5 DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="V_C_prog.html#284997" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="472631"> V.C6 Contribution and Benefit Base and Payroll Tax Contribution Rates </a></div>
|
||
<div class="TableTitleLOT"><a href="V_C_prog.html#1078526" title="C. PROGRAM-SPECIFIC ASSUMPTIONS AND METHODS" name="472633"> V.C7 Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2022-2100</a></div>
|
||
<div class="ChapterLOT">VI. APPENDICES</div>
|
||
<div class="SectionLOT">A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS</div>
|
||
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#282924" title="VI. APPENDICES" name="472639"> VI.A1 Operations of the OASI Trust Fund, Calendar Years 1937-2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#288797" title="VI. APPENDICES" name="472641"> VI.A2 Operations of the DI Trust Fund, Calendar Years 1957-2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#293711" title="VI. APPENDICES" name="472643"> VI.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#297482" title="VI. APPENDICES" name="472645"> VI.A4 OASI Trust Fund Asset Reserves, End of Calendar Years 2020 and 2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_A_cyoper_hist.html#297536" title="VI. APPENDICES" name="472647"> VI.A5 DI Trust Fund Asset Reserves, End of Calendar Years 2020 and 2021</a></div>
|
||
<div class="SectionLOT">B. HISTORY OF ACTUARIAL STATUS ESTIMATES</div>
|
||
<div class="TableTitleLOT"><a href="VI_B_LRact_bal.html#103557" title="B. HISTORY OF ACTUARIAL STATUS ESTIMATES" name="472651"> VI.B1 Long-Range OASDI Actuarial Balances and Trust Fund Reserve Depletion Dates as Shown in the Trustees Reports for 1982-2022 under Intermediate Assumptions</a></div>
|
||
<div class="SectionLOT">C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031</div>
|
||
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#317167" title="C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031" name="472655"> VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#315502" title="C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031" name="472657"> VI.C2 Operations of the DI Trust Fund, Fiscal Year 2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#316059" title="C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031" name="472659"> VI.C3 Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2021</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#306103" title="C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031" name="472661"> VI.C4 Operations of the OASI Trust Fund, Fiscal Years 2017-2031</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#320212" title="C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031" name="472663"> VI.C5 Operations of the DI Trust Fund, Fiscal Years 2017-2031</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_C_SRfyproj.html#287447" title="C. FISCAL YEAR HISTORICAL AND PROJECTED TRUST FUND OPERATIONS THROUGH 2031" name="472665"> VI.C6 Operations of the Combined OASI and DI Trust Funds, Fiscal Years 2017-2031</a></div>
|
||
<div class="SectionLOT">D. LONG-RANGE SENSITIVITY ANALYSIS</div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#111775" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472669"> VI.D1 Sensitivity of OASDI Measures to Fertility Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#92699" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472671"> VI.D2 Sensitivity of OASDI Measures to Death-Rate Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#100036" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472673"> VI.D3 Sensitivity of OASDI Measures to Total Net Immigration Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#93111" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472675"> VI.D4 Sensitivity of OASDI Measures to Real Wage Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#112613" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472677"> VI.D5 Sensitivity of OASDI Measures to CPI-Increase Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#93524" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472679"> VI.D6 Sensitivity of OASDI Measures to Real Interest Rate Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#130680" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472681"> VI.D7 Sensitivity of OASDI Measures to Taxable Ratio Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#113229" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472683"> VI.D8 Sensitivity of OASDI Measures to Disability Incidence Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_D_LRsens.html#122297" title="D. LONG-RANGE SENSITIVITY ANALYSIS" name="472685"> VI.D9 Sensitivity of OASDI Measures to Disability Termination Assumptions</a></div>
|
||
<div class="SectionLOT">E. STOCHASTIC PROJECTIONS AND UNCERTAINTY</div>
|
||
<div class="TableTitleLOT"><a href="VI_E_stoch.html#130300" title="E. STOCHASTIC PROJECTIONS AND UNCERTAINTY" name="472689"> VI.E1 Long-Range Estimates Relating to the Actuarial Status of the Combined OASDI Program</a></div>
|
||
<div class="SectionLOT">F. INFINITE HORIZON PROJECTIONS</div>
|
||
<div class="TableTitleLOT"><a href="VI_F_infinite.html#1000194" title="F. INFINITE HORIZON PROJECTIONS" name="472693"> VI.F1 Unfunded OASDI Obligations Through the Infinite Horizon and the 75-Year Projection Period, Based on Intermediate Assumptions</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_F_infinite.html#1000308" title="F. INFINITE HORIZON PROJECTIONS" name="472695"> VI.F2 Present Values Through the Infinite Horizon for Various Categories of Program Participants, Based on Intermediate Assumptions</a></div>
|
||
<div class="SectionLOT">G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED</div>
|
||
<div class="TableTitleLOT"><a href="VI_G1_OASDHI_payroll.html#92759" title="G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED" name="472699"> VI.G1 Payroll Tax Contribution Rates for the OASDI and 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="472701"> VI.G2 OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2022-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G1_OASDHI_payroll.html#196436" title="G. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED" name="472703"> VI.G3 Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2022-2096</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G2_OASDHI_GDP.html#200732" title="2. Estimates as a Percentage of Gross Domestic Product" name="472705"> VI.G4 OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2022-2100 </a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G2_OASDHI_GDP.html#103985" title="2. Estimates as a Percentage of Gross Domestic Product" name="472707"> VI.G5 Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2022-2100 </a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#182913" title="3. Estimates in Dollars" name="472709"> VI.G6 Selected Economic Variables, Calendar Years 2021-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#236870" title="3. Estimates in Dollars" name="472711"> VI.G7 Operations of the Combined OASI and DI Trust Funds, in CPI-indexed 2022 Dollars, Calendar Years 2022-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#231830" title="3. Estimates in Dollars" name="472713"> VI.G8 Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2022-2100</a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#241156" title="3. Estimates in Dollars" name="472715"> VI.G9 OASDI and HI Annual Non-interest Income, Cost, and Balance in CPI-Indexed 2022 Dollars, Calendar Years 2022-2100 </a></div>
|
||
<div class="TableTitleLOT"><a href="VI_G3_OASDHI_dollars.html#243934" title="3. Estimates in Dollars" name="472717"> VI.G10 OASDI and HI Annual Non-interest Income, Cost, and Balance in Current Dollars, Calendar Years 2022-2100</a></div>
|
||
<div class="SectionLOT">H. ANALYSIS OF BENEFIT PAYMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES</div>
|
||
<div class="TableTitleLOT"><a href="VI_H_OASIforDI.html#124088" title="H. ANALYSIS OF BENEFIT PAYMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES" name="472721"> VI.H1 Scheduled Benefit Payments From the OASI Trust Fund With Respect to Disabled Beneficiaries </a></div>
|
||
<div class="TableTitleLOT"><a href="VI_H_OASIforDI.html#131089" title="H. ANALYSIS OF BENEFIT PAYMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES" name="472723"> VI.H2 Scheduled Benefit Payments Under the OASDI Program With Respect to Disabled Beneficiaries </a></div>
|
||
<div class="SectionLOT"><a name="472725"> </a></div>
|
||
|
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|
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|
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