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<p><a href="../../pubs.html">Actuarial Publications</a></p>
<p><a href="index.html">2008 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#96236">Summary of 2007 Trust Fund Financial Operations</a></td></tr>
<tr><td width="5%">II.B2</td><td><a href="II_cyoper.html#89438">Tax Rates for 2007 and Later</a></td></tr>
<tr><td width="5%">II.C1</td><td><a href="II_assump.html#95325">Ultimate Values of Key Demographic and Economic Assumptions for the Long-Range (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 Under the Intermediate Assumptions</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 Under 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 2007</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 2007 </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 2007 </a></td></tr>
<tr><td width="5%">III.A4</td><td><a href="III_cyoper.html#150030">Comparison of Actual Calendar Year 2007 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#129884">Distribution of Benefit Payments by Type of Beneficiary or Payment, Calendar Years 2006 and 2007 </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 2003-07</a></td></tr>
<tr><td width="5%">III.A7</td><td><a href="III_cyoper.html#139527">Trust Fund Investment Transactions, Calendar Year 2007</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#248224">Operations of the OASI Trust Fund, Calendar Years 2003-17 </a></td></tr>
<tr><td width="5%">IV.A2</td><td><a href="IV_SRest.html#251965">Operations of the DI Trust Fund, Calendar Years 2003-17 </a></td></tr>
<tr><td width="5%">IV.A3</td><td><a href="IV_SRest.html#253691">Operations of the Combined OASI and DI Trust Funds, Calendar Years 2003-17 </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#304086">Estimated 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#295447">Covered Workers and Beneficiaries, Calendar Years 1945-2085 </a></td></tr>
<tr><td width="5%">IV.B3</td><td><a href="IV_LRest.html#316289">Estimated Trust Fund Ratios, Calendar Years 2008-85</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 2008-82</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 (2008-82)</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</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</a></td></tr>
<tr><td width="5%">IV.B8</td><td><a href="IV_LRest.html#220056">Comparison of Estimated 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 Under 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 Julyand Dependency Ratios, Calendar Years 1950-2085 </a></td></tr>
<tr><td width="5%">V.A3</td><td><a href="V_demographic.html#201652">Period Life Expectancy</a></td></tr>
<tr><td width="5%">V.A4</td><td><a href="V_demographic.html#203457">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#200328">Additional Economic Factors </a></td></tr>
<tr><td width="5%">V.C1</td><td><a href="V_programatic.html#211260">Cost-of-Living Benefit Increases, Average Wage Index, Contribution and Benefit Bases, and Retirement Earnings Test Exempt Amounts, 1975-2017 </a></td></tr>
<tr><td width="5%">V.C2</td><td><a href="V_programatic.html#214544">Values for Selected Wage-Indexed Program Parameters, Calendar Years 1978-2017 </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#196942">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#222789">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#156543">Contribution and Benefit Base and Contribution Rates </a></td></tr>
<tr><td width="5%">VI.A2</td><td><a href="VI_cyoper_history.html#113052">Historical Operations of the OASI Trust Fund, Calendar Years 1937-2007 </a></td></tr>
<tr><td width="5%">VI.A3</td><td><a href="VI_cyoper_history.html#120754">Historical Operations of the DI Trust Fund, Calendar Years 1957-2007 </a></td></tr>
<tr><td width="5%">VI.A4</td><td><a href="VI_cyoper_history.html#159726">Historical Operations of the Combined OASI and DI Trust Funds, Calendar Years 1957-2007 </a></td></tr>
<tr><td width="5%">VI.A5</td><td><a href="VI_cyoper_history.html#152208">Assets of the OASI Trust Fund, End of Calendar Years 2006 and 2007</a></td></tr>
<tr><td width="5%">VI.A6</td><td><a href="VI_cyoper_history.html#154357">Assets of the DI Trust Fund, End of Calendar Years 2006 and 2007 </a></td></tr>
<tr><td width="5%">VI.B1</td><td><a href="VI_LRact_bal.html#102608">Long-Range OASDI Actuarial Balances as Shown in the Trustees Reports for 1982-2008</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 2007 </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 2007 </a></td></tr>
<tr><td width="5%">VI.C3</td><td><a href="VI_SRfyproj.html#195871">Operations of the Combined OASI and DI Trust Funds, Fiscal Year 2007 </a></td></tr>
<tr><td width="5%">VI.C4</td><td><a href="VI_SRfyproj.html#222769">Operations of the OASI Trust Fund in Fiscal Years 2003-17</a></td></tr>
<tr><td width="5%">VI.C5</td><td><a href="VI_SRfyproj.html#226732">Operations of the DI Trust Fund in Fiscal Years 2003-17</a></td></tr>
<tr><td width="5%">VI.C6</td><td><a href="VI_SRfyproj.html#215928">Operations of the Combined OASI and DI Trust Funds in Fiscal Years 2003-17 </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#93920">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#134104">Estimated OASDI and HI Annual Income Rates, Cost Rates, and Balances, Calendar Years 2008-85 </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 2008-82</a></td></tr>
<tr><td width="5%">VI.F4</td><td><a href="VI_OASDHI_GDP.html#138766">OASDI and HI Annual and Summarized Income, Cost, and Balance as a Percentage of GDP, Calendar Years 2008-85 </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 2008-85 </a></td></tr>
<tr><td width="5%">VI.F6</td><td><a href="VI_OASDHI_dollars.html#133537">Selected Economic Variables, Calendar Years 2007-85 </a></td></tr>
<tr><td width="5%">VI.F7</td><td><a href="VI_OASDHI_dollars.html#140103">Operations of the Combined OASI and DI Trust Funds, in Constant 2008 Dollars, Calendar Years 2008-85 </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 2008-85 </a></td></tr>
<tr><td width="5%">VI.F9</td><td><a href="VI_OASDHI_dollars.html#147082">OASDI and HI Annual Income Excluding Interest, Cost, and Balance in Current Dollars, Calendar Years 2008-85 </a></td></tr>
<tr><td width="5%">VI.F10</td><td><a href="VI_OASDHI_dollars.html#119381">Estimated Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions, Calendar Years 2008-85 </a></td></tr>
<tr><td width="5%">VI.G1</td><td><a href="VI_OASIforDI.html#108065">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#111206">Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries </a></td></tr>
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