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<body>
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<table summary="Document navigation links" border="0" cellpadding="0" cellspacing="0">
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<tr>
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<td width="60%"><h2 class="pTitle">2004 OASDI Trustees Report</h2></td>
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<td><a accesskey="c" href="trTOC.html"><img id="LongDescNotReq1" src="images/toc.gif" border="0" alt="Contents" /></a></td>
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<td><a accesskey="p" href="VI_glossary.html"><img id="LongDescNotReq2" src="images/prev.gif" border="0" alt="Previous" /></a></td>
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<td><a accesskey="n" href="trLOF.html"><img id="LongDescNotReq3" src="images/next.gif" border="0" alt="Next" /></a></td>
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<td><a accesskey="t" href="trLOT.html"><img id="LongDescNotReq4" src="images/tables.gif" border="0" alt="List of Tables" /></a></td>
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<td><a accesskey="f" href="trLOF.html"><img id="LongDescNotReq5" src="images/figures.gif" border="0" alt="List of Figures" /></a></td>
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<td><a accesskey="i" href="trIX.html"><img id="LongDescNotReq6" src="images/index.gif" border="0" alt="Index" /></a></td>
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</tr>
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<tr align="left">
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<td colspan="7"><hr /></td>
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</tr>
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</table>
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<h3 class="pChapter">
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LIST OF TABLES
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</h3>
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<a name="wp449284"> </a><p class="pTOC1">
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<a href="II_highlights.html#wp76455"> II. OVERVIEW</a>
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</p>
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<a name="wp449290"> </a><p class="pTOC3">
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<a href="II_cyoper.html#wp95421">II.B1 Summary of 2003 Trust Fund Financial Operations</a>
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</p>
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<a name="wp449292"> </a><p class="pTOC3">
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<a href="II_cyoper.html#wp89438">II.B2 Tax Rates for 2003 and Later</a>
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</p>
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<a name="wp449296"> </a><p class="pTOC3">
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<a href="II_assump.html#wp93261">II.C1 Ultimate Values of Key Demographic and Economic Assumptions</a>
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</p>
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<a name="wp449300"> </a><p class="pTOC3">
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<a href="II_project.html#wp105724">II.D1 Projected Maximum Trust Fund Ratios Achieved and Trust Fund Exhaustion Dates Under the Intermediate Assumptions</a>
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</p>
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<a name="wp449302"> </a><p class="pTOC3">
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<a href="II_project.html#wp107685">II.D2 Reasons for Change in the 75-Year Actuarial Balance Under Intermediate Assumptions</a>
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</p>
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<a name="wp449306"> </a><p class="pTOC1">
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<a href="III_cyoper.html#wp89773"> III. FINANCIAL OPERATIONS OF THE TRUST FUNDS AND LEGISLATIVE CHANGES IN THE LAST YEAR</a>
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</p>
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<a name="wp449310"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp126977">III.A1 Operations of the OASI Trust Fund, Calendar Year 2003</a>
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</p>
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<a name="wp449312"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp125078">III.A2 Operations of the DI Trust Fund, Calendar Year 2003</a>
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</p>
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<a name="wp449314"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp82233">III.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Year 2003</a>
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</p>
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<a name="wp449316"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp111173">III.A4 Comparison of Actual Calendar Year 2003 Trust Fund Operations With Estimates Made in Prior Reports </a>
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</p>
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<a name="wp449318"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp129884">III.A5 Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2002 and 2003</a>
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</p>
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<a name="wp449320"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp83991">III.A6 Administrative Expenses as a Percentage of Contribution Income and of Total Expenditures, Calendar Years 1999-2003</a>
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</p>
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<a name="wp449322"> </a><p class="pTOC3">
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<a href="III_cyoper.html#wp84171">III.A7 Trust Fund Investment Transactions, Calendar Year 2003</a>
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</p>
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<a name="wp449326"> </a><p class="pTOC1">
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<a href="IV_SRest.html#wp77658"> IV. ACTUARIAL ESTIMATES</a>
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</p>
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<a name="wp449330"> </a><p class="pTOC3">
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<a href="IV_SRest.html#wp171893">IV.A1 Operations of the OASI Trust Fund, Calendar Years 1999-2013 </a>
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</p>
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<a name="wp449332"> </a><p class="pTOC3">
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<a href="IV_SRest.html#wp199110">IV.A2 Operations of the DI Trust Fund, Calendar Years 1999-2013 </a>
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</p>
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<a name="wp449334"> </a><p class="pTOC3">
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<a href="IV_SRest.html#wp207413">IV.A3 Operations of the Combined OASI and DI Trust Funds, Calendar Years 1999-2013 </a>
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</p>
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<a name="wp449336"> </a><p class="pTOC3">
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<a href="IV_SRest.html#wp202798">IV.A4 Reasons for Change in Trust Fund Ratios at the Beginning of the Tenth Year of Projection</a>
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</p>
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<a name="wp449340"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp257923">IV.B1 Estimated Annual Income Rates, Cost Rates, and Balances Calendar Years 1990-2080</a>
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</p>
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<a name="wp449342"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp178448">IV.B2 Covered Workers and Beneficiaries, Calendar Years 1945-2080 </a>
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</p>
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<a name="wp449344"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp209325">IV.B3 Estimated Trust Fund Ratios, Calendar Years 2004-80</a>
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</p>
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<a name="wp449346"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp192535">IV.B4 Summarized Income Rates, Cost Rates, and Balances for 25-Year Subperiods, Calendar Years 2004-78</a>
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</p>
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<a name="wp449348"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp147179">IV.B5 Summarized Income Rates, Cost Rates, and Actuarial Balances for Valuation Periods, Calendar Years 2004-78</a>
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</p>
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<a name="wp449350"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp257475">IV.B6 Components of 75-Year OASDI Actuarial Balance Under Intermediate Assumptions (2004-78)</a>
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</p>
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<a name="wp449352"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp267528">IV.B7 Unfunded OASDI Obligations for 1935 (Program Inception) Through the Infinite Horizon</a>
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</p>
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<a name="wp449354"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp267012">IV.B8 Present Values of OASDI Cost Less Tax Revenue and Unfunded Obligations for Program Participants</a>
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</p>
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<a name="wp449356"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp220056">IV.B9 Comparison of Estimated Long-Range Actuarial Balances With the Minimum Allowable in the Test for Close Actuarial Balance, Based on Intermediate Assumptions</a>
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</p>
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<a name="wp449358"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp217381">IV.B10 Components of Summarized Income Rates and Cost Rates, Calendar Years 2004-78</a>
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</p>
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<a name="wp449360"> </a><p class="pTOC3">
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<a href="IV_LRest.html#wp219298">IV.B11 Reasons for Change in the 75-Year Actuarial Balance Under Intermediate Assumptions</a>
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</p>
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<a name="wp449362"> </a><p class="pTOC1">
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<a href="V_demographic.html#wp79479"> V. ASSUMPTIONS AND METHODS UNDERLYING ACTUARIAL ESTIMATES</a>
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</p>
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<a name="wp449366"> </a><p class="pTOC3">
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<a href="V_demographic.html#wp159501">V.A1 Principal Demographic Assumptions, Calendar Years 1940-2080</a>
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</p>
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<a name="wp449368"> </a><p class="pTOC3">
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<a href="V_demographic.html#wp167717">V.A2 Social Security Area Population as of July 1 and Dependency Ratios, Calendar Years 1950-2080</a>
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</p>
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<a name="wp449370"> </a><p class="pTOC3">
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<a href="V_demographic.html#wp151333">V.A3 Period Life Expectancies </a>
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</p>
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<a name="wp449372"> </a><p class="pTOC3">
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<a href="V_demographic.html#wp156683">V.A4 Cohort Life Expectancies </a>
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</p>
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<a name="wp449376"> </a><p class="pTOC3">
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<a href="V_economic.html#wp159107">V.B1 Principal Economic Assumptions</a>
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</p>
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<a name="wp449378"> </a><p class="pTOC3">
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<a href="V_economic.html#wp163836">V.B2 Additional Economic Factors</a>
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</p>
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<a name="wp449382"> </a><p class="pTOC3">
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<a href="V_programatic.html#wp145210">V.C1 Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2013</a>
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</p>
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<a name="wp449518"> </a><p class="pTOC3">
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<a href="V_programatic.html#wp137200">V.C2 Selected Wage-Indexed Program Amounts, Calendar Years 1978-2013</a>
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</p>
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<a name="wp449520"> </a><p class="pTOC3">
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<a href="V_programatic.html#wp120401">V.C3 Legislated Changes in Normal Retirement Age and Delayed Retirement Credits, for Persons Reaching Age 62 in Each Year 1986 and Later</a>
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</p>
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<a name="wp449388"> </a><p class="pTOC3">
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<a href="V_programatic.html#wp140232">V.C4 OASI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1945-2080</a>
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</p>
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<a name="wp449390"> </a><p class="pTOC3">
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<a href="V_programatic.html#wp123215">V.C5 Long-Range Ultimate Disabled Worker Age-Sex Adjusted Incidence Rates</a>
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</p>
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<a name="wp449392"> </a><p class="pTOC3">
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<a href="V_programatic.html#wp157829">V.C6 DI Beneficiaries With Benefits in Current-Payment Status at the End of Calendar Years 1960-2080</a>
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</p>
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<a name="wp449394"> </a><p class="pTOC1">
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<a href="VI_cyoper_history.html#wp77658"> VI. APPENDICES</a>
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</p>
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<a name="wp449396"> </a><p class="pTOC2">
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<a href="VI_cyoper_history.html#wp90303"> A. HISTORY OF OASI AND DI TRUST FUND OPERATIONS</a>
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</p>
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<a name="wp449398"> </a><p class="pTOC3">
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<a href="VI_cyoper_history.html#wp92557">VI.A1 Contribution and Benefit Base and Contribution Rates </a>
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</p>
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<a name="wp449400"> </a><p class="pTOC3">
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<a href="VI_cyoper_history.html#wp113052">VI.A2 Historical Operations of the OASI Trust Fund, Calendar Years 1937-2003</a>
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</p>
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<a name="wp449402"> </a><p class="pTOC3">
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<a href="VI_cyoper_history.html#wp120754">VI.A3 Historical Operations of the DI Trust Fund, Calendar Years 1957-2003</a>
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</p>
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<a name="wp449404"> </a><p class="pTOC3">
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<a href="VI_cyoper_history.html#wp96419">VI.A4 Historical Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2003</a>
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</p>
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<a name="wp449406"> </a><p class="pTOC3">
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<a href="VI_cyoper_history.html#wp125301">VI.A5 Assets of the OASI Trust Fund, End of Calendar Years 2002 and 2003</a>
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</p>
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<a name="wp449408"> </a><p class="pTOC3">
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<a href="VI_cyoper_history.html#wp125952">VI.A6 Assets of the DI Trust Fund, End of Calendar Years 2002 and 2003</a>
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</p>
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<a name="wp449410"> </a><p class="pTOC2">
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<a href="VI_LRact_bal.html#wp102806"> B. HISTORY OF ACTUARIAL BALANCE ESTIMATES</a>
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</p>
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<a name="wp449412"> </a><p class="pTOC3">
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<a href="VI_LRact_bal.html#wp102608">VI.B1 Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1983-2004</a>
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</p>
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<a name="wp449414"> </a><p class="pTOC2">
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<a href="VI_SRfyproj.html#wp185082"> C. FISCAL YEAR HISTORICAL DATA AND PROJECTIONS THROUGH</a>
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</p>
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<a name="wp449416"> </a><p class="pTOC3">
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<a href="VI_SRfyproj.html#wp174780">VI.C1 Operations of the OASI Trust Fund, Fiscal Year 2003</a>
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</p>
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<a name="wp449418"> </a><p class="pTOC3">
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<a href="VI_SRfyproj.html#wp175287">VI.C2 Operations of the DI Trust Fund, Fiscal Year 2003</a>
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</p>
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<a name="wp449420"> </a><p class="pTOC3">
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<a href="VI_SRfyproj.html#wp175740">VI.C3 Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2003</a>
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</p>
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<a name="wp449422"> </a><p class="pTOC3">
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<a href="VI_SRfyproj.html#wp194204">VI.C4 Operations of the OASI Trust Fund in Fiscal Years 1999-2013</a>
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</p>
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<a name="wp449424"> </a><p class="pTOC3">
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<a href="VI_SRfyproj.html#wp174599">VI.C5 Operations of the DI Trust Fund in Fiscal Years 1999-2013</a>
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</p>
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<a name="wp449426"> </a><p class="pTOC3">
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|
<a href="VI_SRfyproj.html#wp165652">VI.C6 Operations of the Combined OASI and DI Trust Funds in Fiscal Years 1999-2013</a>
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</p>
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<a name="wp449428"> </a><p class="pTOC2">
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|
<a href="VI_LRsensitivity.html#wp100512"> D. LONG-RANGE SENSITIVITY ANALYSIS</a>
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</p>
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<a name="wp449430"> </a><p class="pTOC3">
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<a href="VI_LRsensitivity.html#wp95682">VI.D1 Sensitivity to Varying Fertility Assumptions</a>
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|
</p>
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<a name="wp449432"> </a><p class="pTOC3">
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<a href="VI_LRsensitivity.html#wp92699">VI.D2 Sensitivity to Varying Death-Rate Assumptions</a>
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</p>
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<a name="wp449434"> </a><p class="pTOC3">
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<a href="VI_LRsensitivity.html#wp100036">VI.D3 Sensitivity to Varying Net-Immigration Assumptions</a>
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|
</p>
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<a name="wp449436"> </a><p class="pTOC3">
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<a href="VI_LRsensitivity.html#wp93111">VI.D4 Sensitivity to Varying Real-Wage Assumptions</a>
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|
</p>
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<a name="wp449438"> </a><p class="pTOC3">
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<a href="VI_LRsensitivity.html#wp93319">VI.D5 Sensitivity to Varying CPI-Increase Assumptions</a>
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|
</p>
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|
<a name="wp449440"> </a><p class="pTOC3">
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<a href="VI_LRsensitivity.html#wp93524">VI.D6 Sensitivity to Varying Real-Interest Assumptions</a>
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|
</p>
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|
<a name="wp449442"> </a><p class="pTOC3">
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|
<a href="VI_LRsensitivity.html#wp94262">VI.D7 Sensitivity to Varying Disability Incidence Assumptions</a>
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|
</p>
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|
<a name="wp449444"> </a><p class="pTOC3">
|
|
<a href="VI_LRsensitivity.html#wp93920">VI.D8 Sensitivity to Varying Disability Termination Assumptions</a>
|
|
</p>
|
|
<a name="wp449446"> </a><p class="pTOC2">
|
|
<a href="VI_stochastic.html#wp103970"> E. STOCHASTIC PROJECTIONS</a>
|
|
</p>
|
|
<a name="wp449448"> </a><p class="pTOC3">
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|
<a href="VI_stochastic.html#wp102692">VI.E1 Long-Range Estimates Relating to the Actuarial Status of the Combined OASDI Program</a>
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|
</p>
|
|
<a name="wp449450"> </a><p class="pTOC2">
|
|
<a href="VI_OASDHI_payroll.html#wp105439"> F. ESTIMATES FOR OASDI AND HI, SEPARATE AND COMBINED</a>
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|
</p>
|
|
<a name="wp449452"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_payroll.html#wp92759">VI.F1 Contribution Rates for the OASDI and HI Programs</a>
|
|
</p>
|
|
<a name="wp449454"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_payroll.html#wp112766">VI.F2 Estimated OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2004-80</a>
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|
</p>
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|
<a name="wp449456"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_payroll.html#wp95388">VI.F3 Summarized OASDI and HI Income Rates, Cost Rates, and Balances for 25-Year Subperiods, Calendar Years 2004-78</a>
|
|
</p>
|
|
<a name="wp449612"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_payroll.html#wp100318">VI.F4 Summarized OASDI and HI Income Rates and Cost Rates for Valuation Periods, Calendar Years 2004-78</a>
|
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</p>
|
|
<a name="wp449614"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_GDP.html#wp118436">VI.F5 OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2004-80</a>
|
|
</p>
|
|
<a name="wp449462"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_GDP.html#wp103985">VI.F6 Ratio of OASDI Taxable Payroll to GDP, Calendar Years 2004-80</a>
|
|
</p>
|
|
<a name="wp449464"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_dollars.html#wp133537">VI.F7 Selected Economic Variables, Calendar Years 2003-80</a>
|
|
</p>
|
|
<a name="wp449466"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_dollars.html#wp93785">VI.F8 Operations of the Combined OASI and DI Trust Funds, in Constant 2004 Dollars, Calendar Years 2004-80</a>
|
|
</p>
|
|
<a name="wp449468"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_dollars.html#wp94756">VI.F9 Operations of the Combined OASI and DI Trust Funds, in Current Dollars, Calendar Years 2004-80</a>
|
|
</p>
|
|
<a name="wp449470"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_dollars.html#wp129340">VI.F10 OASDI and HI Annual Income Excluding Interest, Cost, and Balance in Current Dollars, Calendar Years 2004-80</a>
|
|
</p>
|
|
<a name="wp449472"> </a><p class="pTOC3">
|
|
<a href="VI_OASDHI_dollars.html#wp119381">VI.F11 Estimated Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2004-80</a>
|
|
</p>
|
|
<a name="wp449474"> </a><p class="pTOC2">
|
|
<a href="VI_OASIforDI.html#wp97986"> G. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES</a>
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|
</p>
|
|
<a name="wp449476"> </a><p class="pTOC3">
|
|
<a href="VI_OASIforDI.html#wp98988">VI.G1 Benefit Disbursements From the OASI Trust Fund With Respect to Disabled Beneficiaries</a>
|
|
</p>
|
|
<a name="wp449478"> </a><p class="pTOC3">
|
|
<a href="VI_OASIforDI.html#wp93274">VI.G2 Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries</a>
|
|
</p>
|
|
<a name="wp449480"> </a><p class="pTOC2">
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</p>
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