Annual Statistical Supplement, 2015 - Social Security [PDF]

Social Security

Annual Statistical Supplement to the

Social Security Bulletin, 2015

Social Security Administration Office of Retirement and Disability Policy Office of Research, Evaluation, and Statistics 500 E Street, SW, 8th Floor Washington, DC 20254

SSA Publication No. 13-11700 Released: April 2016

Social Security Administration Carolyn W. Colvin

Acting Commissioner of Social Security

Virginia Reno

Deputy Commissioner for Retirement and Disability Policy

Centers for Medicare & Medicaid Services Suzanne Codespote Clare McFarland Catherine A. Curtis John Shatto Maria Diacogiannis Jeffrey S. Silverman Barbara Klees Christian J. Wolfe

Marianna LaCanfora

Department of Health and Human Services Office of the Assistant Secretary for Planning and Evaluation Thomas Musco Kendall Swenson

John W. R. Phillips

Department of Labor Employment and Training Administration Loryn M. Lancaster Anatoli Sznoluch

Assistant Deputy Commissioner for Retirement and Disability Policy Associate Commissioner for Research, Evaluation, and Statistics Office of Research, Evaluation, and Statistics Supplement Team Angela Y. Harper, Team Lead Sirisha Anne Cherice H. Jefferies Michael Compson Chris Motsiopoulos Rachel Edmonds Jennie Park Gregory K. Diez Clark Pickett Karyn Foley Aneer Rukh-Kamaa John Jankowski Editing and Production Jessie Ann Dalrymple Margaret F. Jones Karen R. Morris

Benjamin Pitkin Wanda Sivak Georgette Walsh

Office of the Actuary Sue C. Kunkel

Michael Stephens

Employment Standards Administration Bennett Stewart Department of Veterans Affairs Veterans Benefits Administration Joe Salvatore Eddie Thomas National Academy of Social Insurance Ishita Sengupta U.S. Census Bureau Bernadette Proctor

The Annual Statistical Supplement to the Social Security Bulletin is published by the Social Security Administration, 500 E Street, SW, 8th Floor, Washington, DC 20254. The Supplement is prepared in SSA’s Office of Retirement and Disability Policy, Office of Research, Evaluation, and Statistics (ORES). General questions or comments concerning the Supplement should be directed to ORES at the above address, by telephone (410-965-0090) or e-mail ([email protected]). Note: Contents of this publication are not copyrighted; any item may be reprinted, but citation of the Annual Statistical Supplement to the Social Security Bulletin, 2015 as the source is requested. The Supplement is available on the web at https://www.socialsecurity.gov/policy/docs/statcomps/supplement/.

Preface The Supplement is a major resource for data on our nation’s social insurance and welfare programs. The majority of the statistical tables present information about programs administered by the Social Security Administration—the Old-Age, Survivors, and Disability Insurance program, known collectively as Social Security, and the Supplemental Security Income program. In addition, data are presented on the major health care programs—Medicare and Medicaid—and social insurance programs, including workers’ compensation, unemployment insurance, temporary disability insurance, Black Lung benefits, and veterans’ benefits. The Supplement also includes program summaries and legislative histories that help users of the data understand these programs. Please note that additional disability tables and statistics can be found in the SSI Annual Statistical Report and the Annual Statistical Report on the Social Security Disability Insurance Program. The Supplement has been published annually since 1940. Decisions affecting the future of Social Security are facilitated by the availability of relevant data over a long period. The data provide a base for research, policy analysis, and proposals for changing the programs. In addition to meeting the Social Security Administration’s information needs, the Supplement strengthens the agency’s ability to respond to requests for program data from congressional committees, government agencies at all levels, and the research community. The Supplement is prepared by Social Security Administration staff from various components throughout the agency and by many individuals from other federal agencies. I would like to express my thanks to them for their contributions. The inside cover includes a list of the persons and agencies contributing to this edition. Your suggestions and comments on this report are welcome. Any suggestions, comments, or general questions about the report should be directed to Angela Y. Harper at 410-965-0090 or [email protected]. For specific questions about the data, please call or e-mail the contact listed under each table or section. This report is available on our website at https://www.socialsecurity.gov /policy, as are the SSI Annual Statistical Report, the Annual Statistical Report on the Social Security Disability Insurance Program, and other reports.

John W. R. Phillips Associate Commissioner for Research, Evaluation, and Statistics April 2016

Errata Policy If there are any additions or corrections to the data published herein, they will be posted as errata on the web at https://www.socialsecurity.gov/policy/docs/statcomps/supplement/2015/index.html.

Contents Highlights and Trends Social Security (Old-Age, Survivors, and Disability Insurance) Employment and Earnings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Program Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Program Trends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Supplemental Security Income Annual Payment Adjustments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Program Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Program Trends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Health Care Medicare. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Medicaid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Other Social Insurance Programs and Veterans' Benefits Unemployment Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Workers’ Compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Temporary Disability Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Black Lung Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Veterans’ Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Poverty Data�� 6

Program Descriptions and Legislative History Social Security (Old-Age, Survivors, and Disability Insurance) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Supplemental Security Income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Medicare. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Medicaid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Unemployment Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Workers’ Compensation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Temporary Disability Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Black Lung Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Veterans’ Disability Benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Appendixes A. Sampling Variability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B. OASDI Benefit Award Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C. Poverty Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D. Computing a Retired-Worker Benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

A.1 B.1 C.1 D.1

Glossary and Abbreviations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G.1 Index�� I.1

Tables Section 2. Program Provisions and SSA Administrative Data Old-Age, Survivors, and Disability Insurance Coverage, Financing, and Insured Status 2.A1 Covered employment and self-employment provisions, by year enacted. . . . . . . . . . . . . . . . . . . . . . . . . . . 2.1 2.A2 Noncontributory wage credit provisions, by year enacted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3 2.A3 Annual maximum taxable earnings and contribution rates, 1937–20154�� 2.4 2.A4 Maximum annual amount of contributions, 1937–20156�� 2.6 2.A5 Tax credits enacted in 1983. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.8 2.A6 Appropriations from general revenues and interfund borrowing provisions, by type of transaction and year enacted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.9 2.A7 Insured status (benefit eligibility) provisions, by eligibility concept and year enacted. . . . . . . . . . . . . . . . . 2.10 Benefit Computation and Automatic Adjustments 2.A8 Factors for indexing earnings, 1951–2015 1�� 2.12 2.A9 Indexed earnings for workers with maximum earnings, 1951–20151�� 2.16 2.A10 Average monthly wage and average indexed monthly earnings provisions, by year enacted . . . . . . . . . . 2.18 2.A11 Formulas for computing PIA from AIME, cost-of-living adjustments, and minimum PIA for workers who were first eligible in 1979 or later, by year of first eligibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.19 2.A11.1 Computation of PIA based on Windfall Elimination Provision (WEP), by year enacted . . . . . . . . . . . . . . . 2.21 2.A12a Special minimum PIA: Minimum covered earnings required to qualify for a year of coverage, 1937–20152�� 2.23 2.A12b Computation of special minimum PIA, by effective date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.25 2.A13 Formulas enacted in 1977 for computing OASI maximum family benefit from PIA and cost-of-living adjustments for workers who were first eligible in 1979 or later, by year of first eligibility. . . . . . . . . . . . . . 2.26 2.A14 Formulas for computing maximum family benefit and cost-of-living adjustments for workers first eligible for disability benefits in 1979 or later, by year of enactment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.27 2.A16 Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) based on formula for computing PIA from AMW, and percentage increases in PIA. . . . . . . . . . . . . . . . . . . . . . . 2.28 2.A17 Minimum primary insurance amount (PIA) and maximum family benefit for workers who attained age 62, were first eligible for disabled-worker benefits, or died before 1979 . . . . . . . . . . . . . . . . . . . . . . . 2.33 2.A17.1 Full retirement age and maximum reduction of retired-worker benefits, by year of birth . . . . . . . . . . . . . . 2.35 2.A17.2 Full retirement age and maximum reduction of widow(er)s’ benefits, by year of birth . . . . . . . . . . . . . . . . 2.36 2.A18 Automatic adjustment provisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.37 2.A19 Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using a 100 dollar base benefit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.39 Benefit Types and Levels 2.A20 Monthly benefits for retired and disabled workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.42 2.A21 Monthly benefits for spouses and children of retired and disabled workers. . . . . . . . . . . . . . . . . . . . . . . . 2.44 2.A22 Monthly benefits for survivors of deceased workers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.47 2.A23 Monthly benefits for transitionally insured workers and their spouses and surviving spouses, aged 72 before 1969. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.52 2.A24 Monthly benefits for individuals and couples insured for special age-72 (Prouty) benefits. . . . . . . . . . . . . 2.53 2.A25 Lump-sum benefits and vocational rehabilitation services, by type of benefit . . . . . . . . . . . . . . . . . . . . . . 2.55 2.A26 Monthly benefit amount for selected beneficiary families with first eligibility in 2014, by average indexed monthly earnings for stipulated yearly wage levels, effective December 20145�� 2.56 2.A27 Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 62, by year they attained age 62, 1957–2015 5�� 2.57 2.A28 Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 65, by year they attained age 65, 1940–2015 5�� 2.59 Effect of Current Earnings and Taxation of Benefits 2.A29 Earnings (retirement) test for years through 1999, by year enacted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.61 vi ♦ Annual Statistical Supplement, 2015

2.A29.1 2.A30 2.A31 2.A32

Earnings (retirement) test for 2000–2015, by year enacted 6�� 2.63 Monthly earnings guidelines for substantial gainful activity, 1961–20156�� 2.65 Taxation of Social Security benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.66 Taxation of Social Security benefits: Examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.67

Other Programs Supplemental Security Income 2.B1 Federal benefit rates, by living arrangement, 1974–20156�� 2.68 Medicare 2.C1 Medicare cost sharing and premium amounts, 1966–2016 7�� 2.70 Medicaid 2.C2 Federal medical assistance percentage and enhanced federal medical assistance percentage, by state or other area, 2014–2016 S�� 2.73

SSA Administrative Data Offices and Staff 2.F1 Number of SSA offices, 20147�� 2.75 2.F2 Number of SSA employees and percentage with selected characteristics by grade, September 30, 20147�� 2.76 2.F3 Number of work years, fiscal years 1995–20157�� 2.77 Claims Workloads 2.F4 Number of Old-Age and Survivors Insurance claims, fiscal year 20147�� 2.78 2.F5 Number of Disability Insurance claims, fiscal year 20147�� 2.78 2.F6 Number of Supplemental Security Income claims, fiscal year 20147�� 2.78 Service Delivery 2.F7 Accuracy rates and use of 800 telephone number, fiscal years 2007–20147�� 2.79 Hearings and Appeals 2.F8 Workload of SSA’s Administrative Law Judges (ALJs), fiscal years 2011–20148�� 2.80 2.F9 Number of hearing level receipts, dispositions, and end-of-year pending cases, fiscal years 2012–20148�� 2.81 2.F11 Number of SSA Appeals Council cases, fiscal years 2011–20148�� 2.82

Section 3. Social Welfare and the Economy Employment and Earnings 3.B3

Federal minimum wage rates under the Fair Labor Standards Act of 1938 and average hourly earnings and average weekly hours for production workers in manufacturing, selected years 1938–2015 1�� 3.1

Interprogram Data 3.C3 3.C4 3.C5 3.C6 3.C6.1 3.C7a

Contributions to the Social Security and Medicare trust funds, by program and source, 2005–20143�� 3.3 Average monthly amount of Social Security and Supplemental Security Income, December 1950–20144�� 3.4 Population aged 65 or older receiving Social Security (OASDI) benefits, Supplemental Security Income (SSI) payments, or both, by state, December 1940–2014, selected years 6�� 3.6 Number and percentage of Social Security (OASDI) beneficiaries also receiving federally administered Supplemental Security Income (SSI) payments, by type of OASDI benefit and SSI eligibility category, December 20148�� 3.8 Number of persons aged 18–64 receiving Social Security (OASDI) benefits or federally administered Supplemental Security Income (SSI) payments based on disability, by type of benefit, December 1978–20149�� 3.9 Number of persons aged 15 or older reporting only one race and having Social Security (OASDI) benefits or Supplemental Security Income (SSI) in March 2015, by sex, age, and race, and average annual benefit in 20141�� 3.10 Annual Statistical Supplement, 2015 ♦ vii

3.C7b 3.C8

Number of persons aged 15 or older reporting one or more races and having Social Security (OASDI) benefits or Supplemental Security Income (SSI) in March 2015, by sex, age, and race, and average annual benefit in 20141��3.11 Number of persons aged 15 or older with Social Security (OASDI) benefits or Supplemental Security Income (SSI) and number and percentage of Hispanic origin in March 2015, by age and sex, and average annual benefit in 2014 1�� 3.12

Poverty 3.E1 3.E2 3.E3 3.E4 3.E6 3.E8

Weighted average poverty thresholds for nonfarm families, by size, 1959–20141�� 3.13 Number and percentage of poor persons, by age, at end of selected years 1959–20141�� 3.15 Shares of money income from earnings and other sources for aged and nonaged families, 2014 1�� 3.16 Current living arrangements of persons aged 65 or older, by sex and poverty status, March 20151�� 3.17 Percentage distribution of aged families receiving Social Security benefits, by share of income from benefits and race, 20141�� 3.18 Poverty guidelines for families of specified size, 1965–2015 1�� 3.19

Sections 4–6. Old-Age, Survivors, and Disability Insurance Trust Funds 4.A1 4.A2 4.A3 4.A4 4.A5 4.A6

Old-Age and Survivors Insurance, 1937–20141�� 4.1 Disability Insurance, 1957–20143�� 4.3 Combined OASI and DI, 1957–20145�� 4.5 Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal income, selected years 1937–20147�� 4.7 Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2014 9�� 4.9 Total annual benefits paid from DI trust fund, by type of benefit, 1957–20141��4.11

Covered Workers 4.B1 4.B2 4.B3 4.B4 4.B5 4.B6 4.B7 4.B8 4.B9 4.B10 4.B11 4.B12 4.B13 4.B14

Number of workers with taxable earnings, amount of earnings, and Social Security numbers issued, selected years 1937–2014 1�� 4.12 Number with taxable earnings and amount of earnings, by type of earnings, 1951–20141�� 4.14 Number of workers and median annual earnings, by type of earnings and sex, selected years 1937–2013 1�� 4.16 Percentage of workers with earnings below annual maximum taxable, by sex, selected years 1937–2013 1�� 4.18 Number of workers, by sex and age, selected years 1937–20132�� 4.20 Median earnings of workers, by sex and age, selected years 1937–20132�� 4.23 Number of wage and salary workers, by sex and amount of taxable earnings, 1992–20132�� 4.26 Number of self-employed workers, by sex and age, selected years 1951–2013 2�� 4.28 Number of self-employed workers, by sex and amount of taxable earnings, 1992–20133�� 4.31 Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and contributions, by state or other area and type of earnings, 2013 3�� 4.33 Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and contributions, by type of earnings, selected years 1937–20143�� 4.35 Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and contributions, by state or other area and type of earnings, 20133�� 4.37 Social Security (OASDI) taxable earnings, by sex and age, 2013 3�� 4.39 Medicare Part A (HI) taxable earnings, by sex and age, 2013 4�� 4.40

Insured Workers 4.C1 4.C2 4.C5 4.C6

Estimated number of insured workers, by insured status, December 31, 1940–2015 4�� 4.41 Estimated number of insured workers, by insured status, sex, and age, December 31, 1970–2015, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.43 Estimated size of the population in the Social Security area and percentage fully insured, by sex and age, 2011–20154�� 4.49 Period life table, 2011. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.50

viii ♦ Annual Statistical Supplement, 2015

Benefits in Current-Payment Status Summary 5.A1 Number and average monthly benefit, by type of benefit and sex, December 2014 1�� 5.1 5.A1.1 Number and average monthly benefit for retired workers, by age and sex, December 20142�� 5.2 5.A1.2 Number and average monthly benefit for disabled workers, by age and sex, December 2014 3�� 5.3 5.A1.3 Number and average monthly benefit for spouses, by marital status, basis of entitlement, age, and sex, December 20144�� 5.4 5.A1.4 Number and average monthly benefit for children, by age and type of benefit, December 20147�� 5.7 5.A1.5 Number and average monthly benefit for widowed mothers and fathers, by age, marital status, and sex, December 20148�� 5.8 5.A1.6 Number and average monthly benefit for nondisabled widow(er)s, by age, marital status, and sex, December 20149�� 5.9 5.A1.7 Number and average monthly benefit for disabled widow(er)s, by age, marital status, and sex, December 20141�� 5.10 5.A1.8 Number and average monthly benefit for parents, by age and sex, December 20141��5.11 5.A3 Number and average monthly benefit, with reduction for early retirement, by type of benefit, age, and sex, December 2014 1�� 5.12 5.A4 Number and total monthly benefits, by trust fund and type of benefit, December 1940–2014, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.14 5.A5 Number and average age, by type of benefit, December 2014 1�� 5.16 5.A6 Number and average monthly benefit, by age, type of benefit, and sex, December 20141�� 5.17 5.A7 Number and average monthly benefit for women, by type of benefit and basis of entitlement, December 20141�� 5.18 5.A8 Number, average primary insurance amount, and average monthly benefit for persons with benefits based on special minimum primary insurance amount, by type of benefit and sex, December 2014 1�� 5.19 5.A10 Number and average monthly benefit for beneficiaries aged 60 or older, by sex, type of benefit, and age, December 20142�� 5.20 5.A14 Number and percentage distribution of women aged 62 or older, by basis of entitlement, type of benefit, and dual entitlement status, December 1960–2014, selected years2�� 5.21 5.A15 Number and average monthly benefit for women aged 65 or older, by basis of entitlement, type of benefit, and dual entitlement status, December 20142�� 5.22 5.A16 Number and average monthly benefit for adult beneficiaries, by sex, type of benefit, and age, December 20142�� 5.23 5.A17 Number and average monthly benefit for disabled beneficiaries, by type of benefit, December 1957–20142�� 5.24 Retired Workers 5.B1 Number, average primary insurance amount, and average monthly benefit without reduction for early retirement and with delayed retirement credit, by age and sex, December 2014 2�� 5.25 5.B2 Number, average primary insurance amount, and average monthly benefit without reduction for early retirement and without delayed retirement credit, by age and sex, December 20142�� 5.26 5.B3 Number and average monthly benefit before and after delayed retirement credit, by age and sex, December 20142�� 5.27 5.B4 Number, percentage, and average monthly benefit, by year of entitlement as retired worker and sex, December 20142�� 5.28 5.B5 Number, average age, and percentage distribution, by sex and age, December 1940–2014, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.29 5.B6 Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, December 2014 3�� 5.31 5.B7 Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, December 20143�� 5.34 5.B8 Number and average monthly benefit with and without reduction for early retirement, by sex, December 1956–2014, selected years3�� 5.37 5.B9 Number and percentage distribution, by sex, monthly benefit, and age, December 20143�� 5.39

Annual Statistical Supplement, 2015 ♦ ix

Retired Workers and Dependents 5.C1 Number and percentage distribution, by primary insurance amount and type of benefit, December 20144�� 5.42 5.C2 Average monthly benefit, by type of benefit and sex, December 1940–2014, selected years4�� 5.43 Disabled Workers 5.D1 Number, percentage, and average monthly benefit, by year of entitlement as disabled worker and sex, December 20144�� 5.45 5.D2 Number and percentage distribution, by monthly benefit and sex, December 20144�� 5.46 5.D3 Number and total monthly benefits, by sex, December 1957–2014, selected years 4�� 5.47 5.D4 Number, average age, and percentage distribution, by sex and age, December 1957–2014, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.48 Disabled Workers and Dependents 5.E1 Number and percentage distribution, by primary insurance amount and type of benefit, December 20145�� 5.50 5.E2 Average monthly benefit, by type of benefit, sex, and age, December 1957–2014, selected years5�� 5.51 Dependents and Survivors 5.F1 Number of wives and husbands and total monthly benefits, by type of benefit, December 1950–2014, selected years5�� 5.52 5.F3 Percentage distribution of wives with entitlement based on age, by monthly benefit and age, December 20145�� 5.54 5.F4 Number of children and total monthly benefits, by type of benefit, December 1940–2014, selected years5�� 5.55 5.F6 Average monthly benefit for survivors, by type of benefit, December 1940–2014, selected years5�� 5.57 5.F7 Number and percentage distribution of survivors, by primary insurance amount and type of benefit, December 20145�� 5.59 5.F8 Number of widow(er)s and total monthly benefits, by type of benefit, December 1950–2014 6�� 5.60 5.F9 Number, percentage, and average monthly benefit, by year of entitlement as nondisabled widow(er), December 20146�� 5.62 5.F10 Number, percentage, and average monthly benefit, by year of entitlement as disabled widow(er), December 20146�� 5.63 5.F11 Percentage distribution of nondisabled widow(er)s, by monthly benefit and age, December 2014 6�� 5.64 5.F12 Number of widowed and surviving divorced mothers and fathers and total monthly benefits, by type of benefit, December 1950–2014, selected years6�� 5.65 5.F13 Number and average monthly benefit for nondisabled widows aged 65 or older, by age, reduction status, and limitation of benefit, December 2014 6�� 5.67 Retired Workers with Dual Entitlement 5.G1 Percentage distribution of persons receiving both a retired-worker and a secondary benefit with and without reduction for early retirement, by sex and primary insurance amount, December 2014 6�� 5.68 5.G2 Number receiving both a retired-worker and a secondary benefit, by sex and type of secondary benefit, December 1952–2014 7�� 5.71 5.G3 Number receiving both a retired-worker and a secondary benefit and average monthly benefit, by type of secondary benefit, December 20147�� 5.73 5.G4 Number receiving both a retired-worker and a secondary benefit, average monthly benefit, and retired-worker benefit as a percentage of combined benefit, December 20147�� 5.74 5.G5 Percentage distribution, by total combined monthly benefit and retired-worker benefit, December 20147�� 5.75 Beneficiary Families 5.H1 Number and average monthly family benefit for selected family groups, December 1945–2014, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.76 5.H2 Number, average primary insurance amount, and average monthly family benefit for selected family groups, December 20147�� 5.78 5.H3 Percentage distribution of retired-worker and disabled-worker families, by monthly benefit for selected family groups, December 20147�� 5.79 5.H4 Percentage distribution of survivor families, by monthly benefit for selected family groups, December 20148�� 5.81

x ♦ Annual Statistical Supplement, 2015

Geographic Data 5.J1 Estimated total annual benefits paid, by state or other area and program, 20148�� 5.83 5.J2 Number of beneficiaries, by state or other area, program, and type of benefit, December 20148�� 5.85 5.J3 Number and total monthly benefits of beneficiaries aged 65 or older, by state or other area and sex, December 20148�� 5.86 5.J4 Total monthly benefits, by state or other area, program, and type of benefit, December 20148�� 5.88 5.J5 Number of beneficiaries, by state or other area and age, December 2014 9�� 5.90 5.J5.1 Number of beneficiaries, by state or other area and sex, December 20149�� 5.92 5.J6 Percentage distribution of retired workers, by monthly benefit amount and state or other area, December 20149�� 5.93 5.J8 Percentage distribution of disabled workers, by monthly benefit amount and state or other area, December 20149�� 5.95 5.J9 Percentage distribution of nondisabled widow(er)s, by monthly benefit amount and state or other area, December 20149�� 5.97 5.J10 Number of children, by state or other area and type of benefit, December 20149�� 5.99 5.J11 Number and total monthly benefits of beneficiaries in foreign countries, December 20141�� 5.101 5.J14 Number, average monthly benefit, and median monthly benefit of disabled beneficiaries, by state or other area and type of benefit, December 20141�� 5.103 Direct Deposit 5.K1 Number and percentage of beneficiaries and average monthly benefit, by state or other area and direct deposit status, December 20141�� 5.105 With Representative Payee 5.L1 Number of beneficiaries with a representative payee as a percentage of all beneficiaries, by type of beneficiary and age, December 20141�� 5.106 International Agreements 5.M1 Number of beneficiaries and average monthly benefit under U.S. totalization agreements, by country and type of benefit, December 1983–2014, selected years1�� 5.107

Benefits Awarded Summary 6.A1 Number, by type of benefit, 1940–2014 1�� 6.1 6.A2 Average primary insurance amount for retired workers and average monthly benefit for retired and disabled workers, and nondisabled widows, by type of benefit and sex, selected years 1940–20143�� 6.3 6.A3 Number and average monthly benefit, by type of benefit, sex, age, and basis of entitlement, 2014 5�� 6.5 6.A4 Number and average monthly benefit for retired and disabled workers, by age and sex, 20147�� 6.7 6.A5 Number and average monthly benefit with reduction for early retirement, by type of benefit, age, and sex, 20148�� 6.8 6.A6 Number, percentage distribution, and average monthly benefit for retired and disabled workers, by state or other area, 2014 9�� 6.9 Retired Workers 6.B3 Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, 2014 1��6.11 6.B4 Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, 20141�� 6.14 6.B5 Number, average age, and percentage distribution, by sex and age, selected years 1940–20141�� 6.17 6.B5.1 Number, average age, and percentage distribution, by sex and age at entitlement, 1998–20142�� 6.20 Disabled Workers 6.C1 Number and percentage distribution, by monthly benefit and sex, 2014 2�� 6.21 6.C2 Number, average age, and percentage distribution, by sex and age, selected years 1957–20142�� 6.22 6.C7 Number of applications, awards, ratio of awards to applications, and awards per 1,000 insured workers, 1965–20142�� 6.24 Annual Statistical Supplement, 2015 ♦ xi

Dependents and Survivors 6.D1 Number of wives and husbands, by type of benefit, selected years 1950–2014 2�� 6.25 6.D3 Number and average monthly benefit for wives and husbands, by basis of entitlement, age, and sex, 20142�� 6.27 6.D4 Number of children, by type of benefit, selected years 1940–2014 2�� 6.28 6.D5 Number and average monthly benefit for children, by type of benefit and age, 20143�� 6.32 6.D6 Number of mothers and fathers, by type of benefit, 1950–20143�� 6.33 6.D7 Number and average monthly benefit for widow(er)s, by age and sex, 20143�� 6.35 6.D8 Number of widow(er)s, by type of benefit, 1950–20143�� 6.36 6.D9 Number and average amount of lump-sum death payment awards, 1940–20143�� 6.38 Benefits Withheld 6.E1 Number and percentage distribution of retired workers with benefits withheld, with and without reduction for early retirement, by sex and monthly benefit, December 2014 4�� 6.40 6.E4 Number of beneficiaries with benefits withheld, by reason for withholding payment and type of benefit, December 2014 4�� 6.42 6.E5 Number of wives, husbands, and children with benefits withheld, by reason for withholding payment and type of benefit, December 20144�� 6.43 Benefits Terminated 6.F1 Number of benefits terminated, by type, 1940–2014 4�� 6.44 6.F2 Number, by reason for termination and type of benefit, 20144�� 6.46 6.F3 Number of wives, husbands, and children, by reason for termination and type of benefit, 20144�� 6.47

Section 7. Supplemental Security Income Summary 7.A1 7.A2 7.A3 7.A4 7.A5 7.A8 7.A9

Number of recipients of federally administered payments, total payments, and average monthly payment, by source of payment, eligibility category, and age, December 20141�� 7.1 Number of individuals and couples receiving federally administered payments, total payments, and average monthly payment, by source of payment and eligibility category, December 20142�� 7.2 Number of recipients of federally administered payments, by eligibility category, January 1974 and December 1975–2014, selected years3�� 7.3 Total federally administered payments, by eligibility category, selected years 1974–20145�� 7.5 Average monthly federally administered payment, by eligibility category, December 1975–2014, selected years. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.7 Number of federally administered awards, by eligibility category and age, 1974–20149�� 7.9 Number of recipients of federally administered payments, by eligibility category and age, December 1974–20141�� 7.10

State Data 7.B1 7.B3 7.B7 7.B8 7.B9

Number of recipients of federally administered payments, December 2014, and total payments for calendar year 2014, by state or other area and eligibility category1��7.11 Number of recipients of federally administered payments and average monthly payment, by state or other area, December 2014 1�� 7.12 Total federally administered payments, by state or other area, 20141�� 7.13 Number of blind and disabled recipients of federally administered payments under age 18, by state or other area, December 2014 1�� 7.14 Number of federally administered awards, by state or other area, eligibility category, and age, 20141�� 7.15

Benefit Distributions 7.C1 7.C2

Number and percentage distribution of adult individuals and persons under age 18 receiving federal SSI payments, by monthly payment and eligibility category, December 2014 1�� 7.16 Number and percentage distribution of couples receiving federal SSI payments, by monthly payment and eligibility category, December 20141�� 7.17

xii ♦ Annual Statistical Supplement, 2015

Other Income Sources 7.D1 7.D2

Persons receiving federally administered payments and other income and their average monthly income, by type of income, eligibility category, and age, December 20141�� 7.18 Percentage of persons receiving both federally administered payments and Social Security benefits, and average monthly amount of benefits, by state or other area, eligibility category, and age, December 20141�� 7.19

Recipient Characteristics 7.E2 7.E3 7.E4 7.E5 7.E6

Percentage distribution of federally administered awards, by sex, age, and eligibility category, 20142�� 7.20 Number and percentage distribution of recipients of federally administered payments, by sex, age, and eligibility category, December 20142�� 7.21 Number and percentage distribution of persons with representative payees receiving federally administered payments, by eligibility category and age, December 2014 2�� 7.22 Number and percentage distribution of persons receiving federally administered payments, by living arrangement, eligibility category, and age, December 20142�� 7.23 Number of noncitizens receiving federally administered payments as a percentage of SSI recipients, by eligibility category, December 1982–2014, selected years2�� 7.24

Section 8. Health Care Programs Medicare Trust Funds 8.A1 Hospital Insurance, calendar years 1966–2014 1�� 8.1 8.A2 Supplementary Medical Insurance, calendar years 1966–20143�� 8.3 Enrollment, Utilization, and Reimbursement 8.B0 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Total persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–20135�� 8.5 8.B1 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Aged persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–20137�� 8.7 8.B2 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Disabled persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013 9�� 8.9 8.B3a Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care enrollees aged 65 or older, by census division and state or other area, July 1, 2000–2014, selected years1��8.11 8.B3b Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care disabled enrollees, by census division and state or other area, July 1, 2000–2014, selected years1�� 8.13 8.B3c Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care enrollees, by census division and state or other area, July 1, 2000–2014, selected years1�� 8.15 8.B4 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of enrollees aged 65 or older, by program, age, sex, and race, July 1, 2000–2014, selected years 1�� 8.17 8.B5 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of enrollees under age 65 who are disabled or have end-stage renal disease (ESRD), by program, age, sex, and race, July 1, 2000–2014, selected years1�� 8.19 8.B5.1 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Home health agency covered visits and program payments, by census division and state or other area, selected years 2000–20132�� 8.21 8.B8.2 Medicare Part A (Hospital Insurance): Short-stay hospital discharges, days of care per discharge, and program payments, by census division and state or other area, selected years 2000–20132�� 8.23 8.B8.3 Medicare Part A (Hospital Insurance): Skilled nursing facility covered admissions and program payments, by census division and state or other area, selected years 2000–2013 2�� 8.25 8.B8.4 Medicare Part A (Hospital Insurance): Hospice care persons served, days of covered care, and program payments, by census division and state or other area, selected years 2000–20132�� 8.27 Annual Statistical Supplement, 2015 ♦ xiii

8.B10

Medicare Part B (Supplementary Medical Insurance): Claims received by carriers and assignment rates, 1969–2014 2�� 8.29 8.B11 Medicare Part B (Supplementary Medical Insurance): Reasonable charge determination for claims assigned and unassigned for aged and disabled persons, 1971–2014 3�� 8.30 8.B11.1 Medicare Part B (Supplementary Medical Insurance): Physician/supplier covered services, allowed charges, and program payments, by census division and state or other area, selected years 2000–20133�� 8.32 8.B11.2 Medicare Part B (Supplementary Medical Insurance): Outpatient facilities persons served and program payments, by census division and state or other area, selected years 2000–20133�� 8.34 8.B12 Medicare Part B (Supplementary Medical Insurance): State buy-ins, by state or other area, selected years 1991–2015 3�� 8.36 8.B13 Medicare Part D: Number of enrollees by type of plan, and Retiree Drug Subsidy (RDS) coverage, by census division, state, or other area, July 1, 20133�� 8.37 8.B14 Medicare Part D: Number of enrollees by Part D status, census division, state, or other area, July 1, 20133�� 8.39 Participating Facilities 8.C1 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of facilities and beds, by type of participating provider, December 1967–2014, selected years4�� 8.41 8.C2 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of participating hospitals and certified beds, by type of hospital, census division, and state or other area, December 20144�� 8.43 8.C3 Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of participating skilled nursing facilities, home health agencies, Clinical Laboratory Improvement Act facilities, and end-stage renal disease facilities, by census division and state or other area, December 20144�� 8.45

Medicaid Recipients 8.E1 Number of recipients, total vendor payments, and average payment, by type of medical service, fiscal years 1985–20134�� 8.47 8.E2 Number of recipients, total vendor payments, and average payment, by type of eligibility category, fiscal years 1985–20135�� 8.51 State Data 8.H1 Number of recipients, total payments, and average payment, by state, fiscal year 2013. . . . . . . . . . . . . . 8.55

Section 9. Other Social Insurance Programs and Veterans’ Benefits Other Social Insurance Programs Unemployment Insurance 9.A2 Summary data on state programs, by state or other area, 20131�� 9.1 Workers’ Compensation 9.B1 Coverage, benefits, and costs, selected years 1940–2013 3�� 9.3 9.B2 Benefits, by state and federal program, 2009–20135�� 9.5 9.B3 Benefits paid by type of insurer and medical benefits paid, by state and federal program, 20137�� 9.7 Temporary Disability Insurance 9.C1 Selected data on state and railroad programs, 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9.9 Black Lung Benefits 9.D1 Benefits currently payable to miners, widows, and dependents, December 1970–2014 1�� 9.10 9.D2 Benefits currently payable to miners, widows, and dependents, by state or other area, December 20141��9.11 Veterans’ Benefits 9.F1 Number of disability compensation or pension payments, by type of payment and age of beneficiary, selected years 1940–20141�� 9.12 xiv ♦ Annual Statistical Supplement, 2015

Highlights and Trends Social Security (OASDI) Employment and Earnings

1

Program Data

1

Program Trends

2

Supplemental Security Income Annual Payment Adjustments

3

Program Data

3

Program Trends

3

Health Care Medicare 4 Medicaid 4

Other Social Insurance Programs and Veterans’ Benefits Unemployment Insurance

5

Workers’ Compensation

5

Temporary Disability Insurance

5

Black Lung Benefits

5

Veterans’ Benefits

6

Poverty Data

6

Social Security (Old-Age, Survivors, and Disability Insurance) Employment and Earnings Workers in OASDI covered employment, 2014 Average earnings, 2014 Earnings required in 2015 for— 1 quarter of coverage Maximum of 4 quarters of coverage Earnings test exempt amounts for 2015 Under full retirement age for entire year For months before reaching full retirement age in 2015 Beginning with month of reaching full retirement age in 2015

165.6 million $45,017 $1,220 $4,880 $15,720 $41,880 Test eliminated

Program Data Cost-of-living adjustment for December 2014 Average monthly benefit, December 2014 Retired workers Widows and widowers, nondisabled Disabled workers

1.7 percent $1,329 $1,276 $1,165

Number of beneficiaries, December 2014 Old-Age, Survivors, and Disability Insurance Old-Age Insurance Total Retired workers Survivors Insurance Total Widows and widowers, nondisabled Disability Insurance Total Disabled workers

59.0 million 41.9 million 39.0 million 6.1 million 3.8 million 10.9 million 9.0 million

Benefit payments, 2014 Old-Age, Survivors, and Disability Insurance Old-Age and Survivors Insurance Disability Insurance

$848.5 billion $706.8 billion $141.7 billion

Administrative expenses, 2014 Old-Age and Survivors Insurance Amount As a percentage of total benefits paid Disability Insurance Amount As a percentage of total benefits paid

$3.1 billion 0.4 percent $2.9 billion 2.1 percent

Annual Statistical Supplement, 2015 ♦ 1

Program Trends • About 59.0 million persons received Social Security benefits for December 2014, an increase of 1,028,548 (1.8 percent) since December 2013. Seventy-one percent were retired workers and their spouses and children, 10 percent were survivors of deceased workers, and 19 percent were disabled workers and their spouses and children. • Seventy-two percent of the 39.0 million retired workers received reduced benefits because of entitlement prior to full retirement age. Relatively more women (74.8 percent) than men (69.6 percent) received reduced benefits. • The number of beneficiaries aged 65 or older rose from about 36.5 million in 2009 to almost 42.0 million in 2014 (15.0 percent). The number of beneficiaries aged 85 or older increased at a lesser rate during the 5-year period (9.5 percent), from about 5.1 million in 2009 to almost 5.6 million in 2014. In 2014, about 60,000 centenarians were receiving Social Security. • About 23.4 million women aged 65 or older received benefits for December 2014. About 11.5 million (49.1 percent) were entitled solely to a retired-worker benefit. About 6.5 million (27.8 percent) were dually entitled to a retired-worker benefit and a wife's or widow’s benefit, and about 5.4 million (23.2 percent) were receiving wife's or widow's benefits only. • Almost 3.2 million children under age 18 received benefits, including 1,188,333 children of deceased workers, 1,650,364 children of disabled workers, and 327,665 children of retired workers.

2 ♦ Annual Statistical Supplement, 2015

• About 10.3 million persons received benefits based on disability—8,954,518 disabled workers, 1,048,879 disabled adult children, and 257,871 disabled widows and widowers. In addition, 148,955 spouses and 1,707,999 minor and student children of disabled workers received benefits. • Average monthly benefits for December 2014, including the 1.7 percent cost-of-living adjustment, were $1,329 for retired workers, $1,165 for disabled workers, and $1,276 for nondisabled widows and widowers. Among retired workers, monthly benefits averaged $1,488 for men and $1,167 for women. For disabled workers, average monthly benefits were $1,290 for men and $1,032 for women. • Average monthly family benefits for December 2014 were $2,340 for a widowed mother or father and children; $2,008 for a disabled worker, wife, and children; and $2,747 for a retired worker, wife, and children. • Total OASDI benefit payments for calendar year 2014 were $848.5 billion. Payments from the OASI trust fund were $706.8 billion—an increase of 5.2 percent from the $672.1 billion paid in 2013. • Benefit payments from the DI trust fund, from which benefits are paid to disabled workers, their spouses, and children, increased by 1.1 percent from $140.1 billion in 2013 to $141.7 billion in 2014. • OASDI benefit awards in calendar year 2014 totaled 5,361,293, including 2,771,933 to retired workers, 519,464 to their spouses and children, and 854,978 to survivors of insured workers. Benefits were awarded to 778,796 disabled workers and to 436,122 of their spouses and children.

Supplemental Security Income Annual Payment Adjustments $733 $1,100

Monthly federal benefit rate, effective January 2015 Individual living in his or her own household Couple with both members eligible Cost-of-living adjustment

1.7 percent

Program Data Federally administered payments Benefits paid in 2014 Number of recipients, December 2014 Average benefit, December 2014

$54.7 billion 8.3 million $532.08

Federal SSI payments Benefits paid in 2014 Number of recipients, December 2014 Average benefit, December 2014

$51.6 billion 8.2 million $516.62

Federally administered state supplementation Benefits paid in 2014 Number of recipients, December 2014 Average benefit, December 2014

$3.1 billion a 1.5 million $141.55

a. Includes almost 1.4 million persons receiving federal SSI and state supplementation and almost 0.2 million persons receiving state supplementation only.

Program Trends • In December 2014, 8,335,704 persons received federally administered SSI payments—27,773 fewer than the previous year. Of the total, 2,122,871 (25.5 percent) were aged 65 or older; 4,913,072 (58.9 percent) were blind or disabled aged 18–64; and 1,299,761 (15.6 percent) were blind or disabled under age 18. • The number of blind or disabled aged 18–64 declined by 3,200 (0.1 percent) between December 2013 and December 2014, and the number under age 18 declined by 21,920 (1.7 percent).

• During 2014, 805,643 persons were awarded federally administered payments, a decrease of 106,600 from the previous year. Of the 2014 awards, 538,268 went to blind or disabled recipients aged 18–64, 157,310 to those blind or disabled under age 18, and 110,065 to recipients aged 65 or older. • Total federally administered SSI payments were $54.7 billion in 2014, up 1.5 percent from 2013. Federal SSI payments in 2014 were $51.6 billion (an increase of 1.9 percent over the previous year). Federally administered state supplementation totaled $3.1 billion.


Health Care Medicare Total benefits paid in calendar year 2014 Hospital Insurance (Part A) Supplementary Medical Insurance (Part B)

$264.9 billion $339.6 billion

Number of enrollees in July 2014 (one or both of Parts A and B) Aged Disabled

54.1 million 45.1 million 9.0 million

Administrative costs, 2014 Hospital Insurance Amount As a percentage of total benefits paid Supplementary Medical Insurance Amount As a percentage of total benefits paid

$4.5 billion 1.7 percent $4.4 billion 1.3 percent

Medicaid Medical service expenditures in fiscal year 2013 Number of unduplicated recipients, fiscal year 2013

$381.8 billion 73.7 million

Average 2013 vendor payment per unduplicated recipient Persons aged 65 or older Permanently and totally disabled persons Dependent children under age 21

$15,104 $16,030 $3,498

Average 2013 vendor payment for medical services Nursing facility services Inpatient general hospital care Prescribed drugs Physicians services

$27,585 $3,897 $443 $222


Other Social Insurance Programs and Veterans’ Benefits Unemployment Insurance Total payments, 2013

$38.8 billion

Average— Weekly benefit amount (regular programs) Duration of benefits Weekly insured unemployment

$309.87 16.9 weeks 2.9 million

Covered employment

132.1 million

Workers’ Compensation Benefit payments, 2013 Compensation payments Medical and hospitalization


Benefits paid by— Private insurance carriers State and federal funds Employers’ self-insurance


Covered workers per month

129.6 million

Costs as a percentage of covered payroll

1.37 percent

Temporary Disability Insurance Average weekly benefit, 2012 California State fund Private plans New York Private plans

$450 $1,068 $209

NOTE: Programs in effect in California, Hawaii, New Jersey, New York, Rhode Island, Puerto Rico, and the railroad industry.

Black Lung Benefits Basic monthly benefit to miner or widow

$638

Maximum monthly family benefit

$1,276

Part B (claims filed on or before December 31, 1973) Number of monthly benefits to miners, widows, and dependents, December 2014 Total benefits paid, calendar year 2014

14,946 $117.6 million

Part C (claims filed after December 31, 1973) Total benefits paid, fiscal year 2014 Disability and survivors benefits Medical benefits

$153.7 million $26.1 million Annual Statistical Supplement, 2015 ♦ 5

Veterans’ Benefits Number of veterans with disability compensation or pension, 2014 Service-connected disability Nonservice-connected disability Monthly payment in 2015 for— Service-connected disability 10 percent disability Total disability Nonservice-connected disability (maximum payment) Without dependent With one dependent and in need of aid and attendance

3,949,000 305,000 $133 $2,907 $1,072 $2,198

Poverty Data Weighted average poverty thresholds, 2014 Individual, aged 65 or older Couple, householder aged 65 or older Family of four Percentage of population with income below poverty level, 2014 All ages Children under age 18 living in families Persons aged 65 or older


$11,354 $14,326 $24,230 14.8 percent 20.7 percent 10.0 percent

Progr am Descriptions and Legislative History Social Security (Old-Age, Survivors, and Disability Insurance) Supplemental Security Income

9 20

Medicare 37 Medicaid 58 Unemployment Insurance

65


68


70

Black Lung Benefits

72

Veterans’ Disability Benefits

73

Social Security (Old-Age, Survivors, and Disability Insurance) The Old-Age, Survivors, and Disability Insurance (OASDI) program provides monthly benefits to qualified retired and disabled workers and their dependents and to survivors of insured workers. Eligibility and benefit amounts are determined by the worker’s contributions to Social Security. There is no means test to qualify for benefits, although there is a limit on income earned from working that applies to those under the full retirement age. At the end of December 2014, about 59 million people were receiving benefits that totaled about $72 billion for the month. Beneficiaries were paid approximately $848 billion in calendar year 2014. During that year, approximately 165 million employees and self-employed workers, along with employers, contributed $756 billion to the OASDI trust funds—through which contributions are credited and benefits are paid. Social Security benefits are essential to the economic well-being of millions of individuals. In 2013, Social Security paid benefits to 85 percent of married couples and 84 percent of nonmarried persons aged 65 or older. It is the major source of income (providing at least 50 percent of total income) for 51 percent of married couples and 74 percent of nonmarried persons aged 65 or older. It contributes 90 percent or more of income for 21 percent of married couples and 46 percent of nonmarried persons aged 65 or older. (Total income excludes withdrawals from savings and nonannuitized IRAs or 401(k) plans; it also excludes in-kind support, such as Supplemental Nutrition Assistance Program benefits—formerly known as food stamps—and housing and energy assistance.)

Contributions and Trust Funds A person contributes to Social Security through either payroll taxes or self-employment taxes under the Federal Insurance Contributions Act (FICA) or the Self-Employment Contributions Act (SECA). Employers match the employee contribution, while selfemployed workers pay an amount equal to the combined employer-employee contributions. (Self-employed workers receive a special tax deduction to ease the impact of paying the higher rate.) There is a maximum yearly amount of earnings subject to OASDI taxes—$118,500 in 2015. There is no upper limit on taxable earnings for Medicare Hospital Insurance. Employees whose earnings exceed the maximum taxable amount because they worked for more than one employer can receive

refunds of excess FICA payments when they file their tax returns. Taxes are allocated to three trust funds: the Old-Age (retirement) and Survivors Insurance (OASI), the Disability Insurance (DI), and the Medicare Hospital Insurance (HI) Trust Funds. In addition to the taxes on FICA- and SECA-covered earnings, OASI and DI trust fund revenues include interest on trust fund securities, income from taxation of OASI and DI benefits, certain technical transfers, and gifts or bequests. By law, the OASI and DI trust funds may only be disbursed for • monthly benefits for workers and their families, • vocational rehabilitation services for disabled beneficiaries, • administrative costs (currently less than 1 percent of expenditures), and • the lump-sum death payment to eligible survivors. Revenue received from FICA and SECA payments is transferred to the U.S. Treasury. Revenue in excess of outlays is used to purchase special interest-bearing Treasury bonds. These securities remain assets of the trust funds until needed to cover Social Security costs.

Structure and Organization The OASDI program is administered by the Social Security Administration (SSA), which became an independent agency in 1995. The commissioner of Social Security serves a 6-year term following appointment by the president and confirmation by the Senate. A bipartisan Social Security Advisory Board serves to review existing laws and policies, commission studies, and issue recommendations intended to anticipate changing circumstances. The president appoints three of the seven board members, and Congress appoints the other four members. The Social Security Administration’s organization is centrally managed, with a nationwide network of over 1,500 offices, which includes Field Offices, Regional Offices, Teleservice (800-Number) Centers, Processing Centers, Hearings Offices, and State Disability Determination Services. The organizational structure is designed to provide timely, accurate, and responsive service to the public. By integrating support services for all programs, the Agency enhances efficiency, avoids duplication of effort, and increases opportunities to provide one-stop service to the public.


The Social Security Administration is headquartered in Baltimore, Maryland. Major headquarter components include the National Computer Center, which contains the mainframe computers that drive SSA systems; much of the executive staff for policy, programs, operations, and systems; and field support components. SSA’s field structure is divided into 10 geographic regions containing about 1,250 field offices in communities throughout the country. Field offices are the primary setting for personal contact with the public. Office sizes range from large urban offices with 50 or more employees to remote resident stations staffed by one or two individuals. Each region is headed by a regional commissioner and staffed with specialists to handle regional administrative tasks and to assist field offices with operational issues. In addition, there are teleservice centers providing national toll-free service (1-800-7721213). Although physically located within the various regions, each teleservice center manages the public’s Social Security business from throughout the nation using state-of-the-art communications systems. Six processing centers handle a variety of workloads involving disability cases, international claimants, earnings records, and ongoing eligibility for Supplemental Security Income payments, as well as providing service and support for the field offices and answering calls to the toll-free number. The Hearings Offices and Appeals Council make decisions on appeals of Social Security determinations in claims for benefits. Tables 2.F1–2.F11 provide SSA administrative data on the agency’s national offices and workforce (Tables 2.F1–2.F3), claims workloads (Tables 2.F4– 2.F6), delivery of services (Table 2.F7), and hearings and appeals operations (Tables 2.F8–2.F11).

Program Changes Program changes occur through legislation or (in areas where authority is delegated to the commissioner) through regulation. Changes are often implemented in phases and may entail recurring annual changes beyond the initial enactment date or year of first implementation.

Coverage and Financing In 2015, about 167 million people will work in employment or self-employment that is covered under the OASDI program. In recent years, coverage has become nearly universal for work performed in the United States, including American Samoa, Guam, the Northern Mariana Islands, Puerto Rico, and the U.S. Virgin Islands. Approximately 94 percent of the U.S. workforce is 10 ♦ Annual Statistical Supplement, 2015

covered by OASDI. Workers excluded from coverage fall into five major categories: 1. Civilian federal employees hired before January 1, 1984; 2. Railroad workers (who are covered under the railroad retirement system, which is coordinated with Social Security); 3. Certain employees of state and local governments who are covered under their employers’ retirement systems; 4. Domestic workers and farm workers whose earnings do not meet certain minimum requirements (workers in industry and commerce are covered regardless of the amount of earnings); and 5. Persons with very low net earnings from selfemployment, generally under $400 annually. Table 2.A1 outlines the history of coverage provisions and Table 2.A2 provides a history of provisions regarding noncontributory wage credits, mostly for military service. For most employees, taxes are withheld from wages beginning with the first dollar earned. The exceptions are domestic employees, election workers, and agricultural workers. In 2015, a domestic employee must earn $1,900 from any single employer in a calendar year before FICA is withheld. Most election workers must earn $1,600 in 2015 before FICA is withheld. Most agricultural workers’ wages are covered if the employer pays more than $2,500 in total wages in a year or if the individual worker earns over $150 in a year from a single employer. Employees, their employers, and the self-employed pay taxes on earnings in covered employment up to an annual maximum taxable amount for OASDI. There is no upper limit on taxable earnings for Medicare Hospital Insurance (HI). The OASDI maximum taxable amount—$118,500 in 2015—is updated automatically each year in relation to increases in the national average annual wage. The current FICA tax rate applicable to both employees and employers is 6.2 percent for OASDI (5.3 percent for OASI and 0.9 percent for DI) and 1.45 percent for HI. Those who are self-employed pay the combined employee-employer rate of 12.4 percent for OASDI and 2.9 percent for HI under SECA. See Table 2.A3 for annual amounts of maximum taxable earnings and contribution rates. Table 2.A4 shows historical annual maximum amounts of contributions by employees and self-employed individuals.

Two deduction provisions reduce the SECA and income tax liability of self-employed persons. The intent of these provisions is to treat the self-employed in much the same manner as employees and employers are treated for purposes of FICA and income taxes. The first provision allows a deduction from net earnings from selfemployment equal to the amount of net earnings before the deduction multiplied by one-half the SECA tax rate. The effect of this deduction is intended to be analogous to the treatment of the FICA tax paid by the employer, which is disregarded as remuneration to the employee for FICA and income tax purposes. The second provision allows an income tax deduction equal to one-half of the amount of the SECA tax paid, which is designed to reflect the income tax deductibility of the employer’s share of the FICA tax. Table 2.A5 describes income tax credits for 1984– 1989 intended to cushion the impact of increases in FICA and SECA taxes enacted in 1983. The SECA tax credits were replaced, effective 1990, by the deduction provisions described above. Table 2.A6 outlines the history of provisions regarding appropriations from general revenues and interfund borrowing.

Insured Status Workers attain insured status upon earning the minimum number of credits needed to become eligible for Social Security benefits. Insured status is also required to establish benefit eligibility for the worker’s family members or survivors. The requirements for insured status differ depending on the type of benefit involved. To determine a worker’s insured status, Social Security looks at the amount of the worker’s earnings (employment or self-employment) covered under Social Security and assigns “credits” for those earnings. These credits are called quarters of coverage. In 2015, one quarter of coverage (QC) is credited for each $1,220 in annual covered earnings, up to a maximum of four QCs for the year. Earnings of $4,880 or more in 2015 will give the worker the maximum four QCs for the year regardless of when the money is actually paid during the year. The amount of earnings required for a QC is adjusted automatically each year in proportion to increases in the average wage level. Fully Insured Eligibility for most types of benefits requires that the worker be fully insured. To be fully insured, a worker must have a number of QCs at least equal to the number of calendar years elapsing between the year in which the worker is age 21 (or 1950, if later) and the year in which he or she reaches age 62, becomes disabled, or dies—whichever occurs first. To compute “elapsed”

years, Social Security does not count the year in which the worker attains age 21 (or 1950, if later) or the year in which the worker attains age 62, becomes disabled, or dies. If the resulting number of elapsed years is less than 6, the number is raised to 6. All workers need at least 6 QCs to be insured. Workers who reach age 62 in 1991 or later need 40 QCs to be fully insured. Special rules may apply if the worker had a prior period of disability. For workers who become disabled or die before age 62, the number of QCs needed for fully insured status depends on their age at the time of disability or death. Currently Insured Generally, if a worker dies before meeting fully insured status, benefits can still be paid to certain survivors if the worker was “currently insured” at the time of death. Survivors benefits are potentially payable to a worker’s children and to a widow(er) who takes care of the deceased’s child who is under age 16 or disabled and receiving Social Security benefits. To be currently insured, the worker must have earned 6 QCs in the 13 quarters ending with the quarter of death. Additional Insured Status Requirements for Noncitizens The Social Security Protection Act of 2004 (Public Law 108-203) was signed into law on March 2, 2004. Section 211 of this law imposed additional requirements for determining fully and currently insured status. These additional requirements affect noncitizen workers to whom Social Security did not assign a Social Security number (SSN) before January 1, 2004. A noncitizen worker must meet one of two additional requirements under section 211 in order for anyone to qualify for an OASDI benefit based on the earnings record of the noncitizen worker. These benefits include retirement or disability insurance benefits, dependents or survivors insurance benefits, the lump-sum death payment, and Medicare based on end-stage renal disease. For purposes of the above paragraph: 1. The noncitizen worker must have been assigned an SSN for work purposes at any time on or after January 1, 2004; or 2. The noncitizen worker must have been admitted to the United States at any time as a nonimmigrant visitor for business (B-1) or as an alien crewman (D-1 or D-2). If a noncitizen worker who was not assigned an SSN before January 1, 2004, does not meet one of these additional requirements, then he or she cannot be fully or currently insured. No one would qualify for OASDI benefits based on the noncitizen worker’s earnings. This is true even if the noncitizen worker appears to have the Annual Statistical Supplement, 2015 ♦ 11

required number of quarters of coverage (QCs) in accordance with the regular insured status provisions.

Social Security agreements and supplementary agreements, by effective dates

Disability Insured

Australia Austria Belgium Canada Chile Czech Republic Denmark Finland France Germany Greece Ireland Italy Japan Korea (South) Luxembourg Netherlands Norway Poland Portugal Slovak Republic Spain Sweden Switzerland United Kingdom

To qualify for disability benefits, a nonblind worker must have recent work activity in addition to being fully insured. Under the requirement involving recent work, a nonblind worker who is age 31 or older must have earned at least 20 QCs during the 40-calendar-quarter period ending with the quarter in which the disability began. In general, workers disabled at ages 24 through 30 must have earned QCs in one-half of the calendar quarters beginning with the quarter after the quarter in which age 21 is attained and ending with the calendar quarter in which the disability began. In this case, the quarters counted will go back before the quarter in which the worker turned age 21. Workers under age 24 need 6 QCs in the 12-quarter period ending with the quarter in which the disability began. Workers who qualify for benefits based on blindness need only be fully insured. Special rules may apply if the worker had a prior period of disability. Table 2.A7 summarizes the basic provisions concerning insured status.

International Agreements The president is authorized to enter into international Social Security agreements (also called totalization agreements) to coordinate the U.S. Old-Age, Survivors, and Disability Insurance (OASDI) program with comparable programs of other countries. The United States currently has Social Security agreements in effect with 25 countries. International Social Security agreements have two main purposes. First, they eliminate dual Social Security coverage, the situation that occurs when a person from one country works in another country and is required to pay Social Security taxes to both countries on the same earnings. Each agreement includes rules that assign a worker’s coverage to only one country. The second goal of the agreement is to help fill gaps in benefit protection for workers who have divided their careers between the United States and another country. Such workers may fail to qualify for Social Security benefits from one or both countries because they have not worked long enough to meet minimum eligibility requirements. Under an agreement, these workers and their family members may qualify for a partial U.S. benefit based on totalized (that is, combined) credits from both countries. Similarly, workers may qualify for partial benefits from the foreign country on the basis of totalized credits. 12 ♦ Annual Statistical Supplement, 2015

2002 1991, 1997 1984 1984, 1997 2001 2009 2008 1992 1988 1979, 1988, 1996 1994 1993 1978, 1986 2005 2001 1993 1990, 2003 1984, 2003 2009 1989 2012 1988 1987, 2007 1980, 1989 1985, 1997

Table 5.M1 shows the number of beneficiaries receiving totalization payments and their average benefits.

Benefit Computation and Automatic Adjustment Provisions PIA Computation The primary insurance amount (PIA) is the monthly benefit amount payable to the worker upon initial entitlement at full retirement age (FRA) or upon entitlement to unreduced disability benefits. (FRA is the age at which unreduced retirement benefits may be paid.) The PIA is also the base figure from which monthly benefit amounts are determined for early retirement, delayed retirement, and for the worker’s family members or survivors. The PIA is derived from the worker’s annual taxable earnings from covered wages and self-employment, averaged over a period that encompasses most of the worker’s adult years. Until the late 1970s, the average monthly wage (AMW) was the earnings measure generally used.

For workers first eligible for benefits after 1978, average indexed monthly earnings (AIME) have replaced the AMW as the usually applicable earnings measure. The PIA computation based on AIME currently involves the following three steps: 1. Indexing of earnings. The worker’s annual taxable earnings after 1950 are updated, or indexed, to reflect the general earnings level in the indexing year—the second calendar year before the year in which the worker is first eligible; that is, first reaches age 62, becomes disabled, or dies. Earnings in years after the indexing year are not indexed; they are counted at their actual value. A worker’s earnings for a given year are indexed by multiplying them by the following ratio (indexing factor): the average wage in the national economy for the indexing year, divided by the corresponding average wage figure for the year to be indexed. Table 2.A8 shows the indexing factors applicable to the earnings of workers who were first eligible from 2000 through 2015. Table 2.A9 shows indexed earnings for workers first eligible from 2008 through 2015 who had maximum taxable earnings in each year after 1951. For a detailed description of an AIME computation, see Appendix D, “Computing a RetiredWorker Benefit.” 2. Determining AIME. The number of years used in the computation is determined by subtracting the number of dropout years from the number of elapsed years. Elapsed years are the full calendar years between age 21 (or 1950, if later) and the year of first eligibility. Years within an established period of disability may be excluded from elapsed years. Years with the lowest earnings are dropped out of the computation. There are 5 dropout years for retirement and survivor computations and for many disability insurance benefit computations; workers disabled before age 47 have 0 to 4 dropout years (one-fifth the number of elapsed years). If the resulting number of computation years is less than 2, the number is automatically raised to 2. The number of years required for computing retirement benefits is 35 for workers who were born after 1928, unless it is lowered by an established period of disability. The actual years used in the computation (the computation years) are the years of highest indexed earnings after 1950, including any years before age 22 or after age 61 as well as the year of disability or death. AIME is calculated as the sum of indexed earnings in the computation period, divided by the number of months in that period.

Table 2.A10 provides a historical outline of provisions related to AIME and AMW and describes variations in the number of dropout years. Table 2.A16 describes AMW benefit computations based on the worker’s nonindexed earnings after 1950. (Very few people currently being awarded benefits have PIAs computed under the AMW computation method. The method shown in Table 2.A16 is more frequently applicable in earnings recomputations for workers who reached age 62 before 1979.) 3. Computing the PIA. The formula used to compute the PIA from AIME is weighted to provide a higher PIA-to-AIME ratio for workers with comparatively low earnings. The formula applies declining percentage conversion rates to three AIME brackets. For workers who reach age 62, become disabled, or die in 2015, the formula provides a PIA equal to the sum of 90 percent of the first $826 of AIME, plus 32 percent of the next $4,154 of AIME, plus 15 percent of AIME over $4,980. The PIA is increased by cost-of-living adjustments (COLAs) beginning with the payment for December of the first year of eligibility, which the beneficiary receives in January of the following year. The COLA for 2015 took effect in December 2014. Table 2.A11 shows the PIA formula and first applicable COLA for workers first eligible in 1979 or later. The dollar amounts defining the AIME brackets are referred to as bend points. These bend points (as described in Table 2.A11) are updated automatically each year in proportion to increases in the national average wage level. This automatic adjustment ensures that benefit levels for successive generations of eligible workers will keep up with rising earnings levels, thereby assuring consistent rates of earnings replacement from one generation of beneficiaries to the next. The PIA formula applicable to a worker depends on the year of eligibility (or death) rather than on the year benefits are first received. The year of eligibility for retirement benefits is the year the worker attains age 62. For workers born in 1949, the 2011 formula is used and the PIA is increased by COLAs beginning with the one taking effect in December 2011. Subsequent recomputations of the worker’s benefit, including additional earnings not originally considered, delayed retirement credits, or additional COLA increases, all refer to the basic computation that originally applied on the basis of the year of eligibility. The FRA for workers born in 1949 is 66 years. Annual Statistical Supplement, 2015 ♦ 13

Beginning in June 1982, benefits are rounded to the next lower 10 cents. The final benefit payment is rounded to the lower whole dollar amount (if not already an even dollar). Before June 1982, benefits were paid in 10-cent increments after rounding up to the next dime. A cost-of-living increase in benefits generally is established each year if the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), prepared by the Department of Labor, indicates an increase of at least 0.1 percent (after rounding) between two specified quarters. The arithmetical mean of the CPI-W for July, August, and September in the year of determination is compared with the arithmetical mean of the CPI-W for the later of (a) July, August, and September in the year in which the last effective cost-of-living increase was established or (b) the 3 months of the calendar quarter in which the effective month of the last general benefit increase occurred. The percentage increase in the CPIW, rounded to the nearest 0.1 percent, represents the size of the increase in benefits, effective in December of the year in which the determination is made. Under certain conditions, depending on the size of the combined OASDI trust funds relative to estimated disbursements, the applicability and size of a cost-of-living adjustment may be determined under an alternative method, called the stabilizer provision. In no case, however, are benefits reduced below the level of benefits in the year of determination. Historically, this provision has never been triggered. Table 2.A18 presents a history of provisions relating to the automatic adjustment of benefits, including a description of the stabilizer provision. In addition, the table includes a summary history and description of provisions relating to the annual automatic adjustment of (1) the maximum amount of taxable and creditable earnings, (2) the dollar amount needed to establish a quarter of coverage, (3) the bend points defining the AIME brackets in the PIA formula and the PIA brackets in the maximum family benefit formula, and (4) the exempt amounts under the earnings (retirement) test. All of these adjustments are linked to increases in the level of the national average annual wage, rather than to increases in the CPI. Table 2.A19 illustrates the cumulative effect of statutory and automatic increases in benefits for workers who have been in benefit status over varying time periods. Alternative PIA Computation Provisions Special minimum PIA. Workers with low earnings but steady attachment to the workforce over most of their adult years may qualify for monthly benefits based on 14 ♦ Annual Statistical Supplement, 2015

the special minimum PIA computation. This computation does not depend on the worker’s average earnings but on the number of coverage years—years in which the worker had earnings equal to or above a specified amount. The level of the special minimum PIA is the same for workers having the same number of coverage years, regardless of age or year of first eligibility. Increases in the special minimum PIA are linked to costof-living adjustments. See Tables 2.A12a and 2.A12b for additional information on the special minimum PIA. Windfall Elimination Provision (WEP). The WEP affects workers who receive Social Security benefits based on their own work and are also entitled to a pension based on noncovered work after 1956. First eligibility for the noncovered pension and for Social Security benefits must be after December 31, 1985, for WEP to apply. WEP reduces the Social Security PIA upon which OASDI benefits are based and affects all benefits paid on that record except those for survivors. The WEP reduction ceases when entitlement to the pension payment ends, the wage earner dies, or the wage earner earns a total of 30 years of substantial Social Security earnings. The WEP reduction amount is limited to no more than one-half the amount of the noncovered pension. Under the WEP, a PIA is generally based on 40 percent of the first bend point instead of the 90 percent figure used to calculate the regular AIME PIA. The maximum amount of the reduction is half the amount of the first bend point for the applicable eligibility year. The maximum reduction for WEP for the 2015 eligibility year is $413.00 (not to exceed one-half of the pension from noncovered employment). SSA’s retirement planner at https://www.socialsecurity.gov/planners/retire/ has a benefit calculator that includes WEP calculations. Example: A retired worker with a noncovered pension of $2,000 a month and fewer than 21 years of covered employment attains age 62 in 2015. Regular PIA, based on AIME of $1,000. $826 × .90 = $743.40 $174 × .32 = $55.68 PIA = $799.08 rounded to $799.00 WEP PIA, based on AIME of $1,000. $826 × .40 = $330.40 $174 × .32 = $55.68 PIA = $386.08 rounded to $386.00 If a worker has more than 20 years of substantial covered earnings, the WEP PIA begins to increase. With

the 21st year of substantial covered earnings, the first bend point percentage is increased by 5 percentage points. This rate of increase applies for each additional year of substantial covered earnings, through the 30th year of substantial earnings at which point WEP no longer applies. After 23 years of substantial coverage, for example, the first bend point percentage would be 55 percent. Thirty years of substantial earnings would yield a first bend point percentage of 90 percent (the non-WEP percentage of the first bend point). Examples of pensions subject to WEP are U.S. Civil Service Retirement System annuities, retirement benefits based on foreign earnings, and state and local government pensions based on noncovered earnings. Table 2.A11.1 provides more detail about the WEP computation and contains the amounts of substantial earnings for years after 1990. Substantial earnings for earlier years are listed in Table 2.A12a. Family maximum provisions. Monthly benefits payable to the worker and family members or to the worker’s survivors are subject to a maximum family benefit amount. The family maximum level for retired-worker families or survivor families usually ranges from 150 percent to 188 percent of the worker’s PIA. The maximum benefit for disabled-worker families is the smaller of (1) 85 percent of AIME (or 100 percent of the PIA, if larger) or (2) 150 percent of the PIA. Like the formula for determining the PIA, the maximum family benefit formula applicable to a worker depends on the year of first eligibility (that is, the year of attainment of age 62, onset of disability, or death). Once the worker’s maximum family benefit amount for the year of first eligibility is determined, it is updated in line with the COLAs. For information on family maximum provisions, as described here, see Table 2.A13 (comparison of family maximums to the PIAs on which they are based) and Table 2.A14 (disability family maximums). Table 2.A17 shows the maximum family benefit amounts applicable in cases of first eligibility before 1979.

Benefit Types and Levels Retired and Disabled Workers The full retirement age (FRA) is the earliest age at which an unreduced retirement benefit is payable (sometimes referred to as the normal retirement age). The age for

full retirement benefits is scheduled to rise gradually from age 65 to age 67; the first incremental increase affected workers who reached age 62 in 2000. For workers who reach age 62 in 2005 through 2016, FRA is 66 years. Reduced retirement benefits are available as early as age 62. The monthly rate of reduction from the full retirement benefit (that is, the PIA) is 5/9 of 1 percent a month for the first 36 months immediately preceding FRA. The reduction rate is 5/12 of 1 percent a month for any additional months. The maximum overall reduction for early retirement will rise from 20 percent to 30 percent for those workers who reach age 62 in 2022 and later, when age 67 becomes the FRA. For workers who reach age 62 in 2005 through 2016, the maximum reduction is 25 percent. Table 2.A17.1 shows the FRA and maximum reduction of retired-worker benefits by year of birth. If a disabled worker receives a reduced retirement benefit for months before disability entitlement, the disability benefit is reduced by the number of months for which he or she received the reduced benefit. For insured workers who postpone their retirement beyond FRA, benefits are increased for each month of nonpayment beyond that FRA up to age 70. This increase is called a delayed retirement credit and is potentially available for any or all months following attainment of FRA (maximum of 60 months for workers who attained age 65 before 2003). The total credit possible per year for delayed retirement credits is 8 percent for workers who reach age 62 in 2005 or later. Table 2.A20 shows a history of benefit increases due to delayed retirement. Spouses and Children of Workers Spouses receive 50 percent of the worker’s PIA (regardless of the worker’s actual benefit amount), if the spouse has attained FRA at entitlement to spousal benefits. The spouse of a retired or disabled worker can elect monthly benefits as early as age 62. These benefits are reduced at the rate of 25/36 of 1 percent a month for the first 36 months immediately preceding FRA and 5/12 of 1 percent for each additional month. The maximum overall reduction for early retirement will rise from 25 percent to 35 percent by 2022, when age 67 becomes the FRA for spouses attaining age 62 in that year. Children of retired or disabled workers are also eligible to receive monthly benefits. The term child refers to an Annual Statistical Supplement, 2015 ♦ 15

unmarried child under age 18, a child aged 18 to 19 attending elementary or secondary school full time, or an adult child aged 18 or older who was disabled before age 22. In addition, young spouses (that is, those under age 62) who care for a worker’s entitled child may also be eligible. For purposes of defining young spouses’ benefits, the term child refers to an entitled child under age 16 or to a child of the worker aged 16 or older and disabled before age 22. Children of retired or disabled workers can receive up to 50 percent of the worker’s PIA, as can young spouses. (The benefit of a young spouse is not reduced for age.) Monthly benefits payable to the spouse and children of a retired or disabled worker are limited to a family maximum amount, as discussed earlier. Benefits are payable to unmarried divorced spouses of retirement age who were married at least 10 years to the worker. A divorced spouse benefit is excluded from family maximum provisions. Divorced spouses aged 62 or older and divorced for 2 or more years (after marriage of 10 or more years) may be independently entitled on the record of the ex-spouse who is not yet entitled to benefits, if the ex-spouse could be entitled to retirement benefits if he or she applied. Survivors Benefits Widows and widowers of fully insured workers are eligible for unreduced benefits at FRA. As with retired workers and spouses, widow(er)s’ FRA will gradually increase to age 67, but on a different schedule. Widows and widowers can elect reduced monthly benefits at age 60 or, if disabled, as early as age 50. Surviving divorced spouses can also receive benefits if married to the worker for at least 10 years and not remarried before age 60 (age 50 if disabled). For survivors whose full benefit retirement age is 65, the monthly rate of reduction for the first 60 months immediately preceding FRA is 19/40 of 1 percent of the worker’s PIA, with a maximum reduction of 28.5 percent at age 60. For survivors whose FRA is after 65, the amount of reduction for each month prior to FRA is adjusted accordingly to ensure that the maximum reduction at age 60 remains 28.5 percent of the worker’s PIA. Benefits for widows and widowers are increased if the deceased worker delayed receiving retirement benefits beyond the FRA. In these cases, the survivor benefits include any delayed retirement credits the deceased worker earned. Conversely, if the worker had elected early retirement, widow(er)s’ benefits are limited for widow(er)s first entitled to survivors benefits at age 62 or later. For these beneficiaries, the benefit is the higher of 82.5 percent of the worker’s PIA or the amount the worker would be receiving if still alive. Disabled 16 ♦ Annual Statistical Supplement, 2015

widow(er)s aged 50 to 60 receive the rate of reduction set for widow(er)s aged 60 (71.5 percent of PIA) regardless of their age at the time of entitlement. Children of deceased workers and mother and father beneficiaries under FRA are eligible to receive monthly benefits up to 75 percent of the worker’s PIA if the worker dies either fully or currently insured. Mother and father beneficiaries must be caring for the worker’s entitled child who is either under age 16 or disabled. A dependent parent aged 62 or older is eligible for monthly benefits equal to 82.5 percent of the worker’s PIA. When two dependent parents qualify for benefits, the monthly benefit for each is equal to 75 percent of the deceased worker’s PIA. Monthly benefits payable to survivors are reduced to conform to the family maximum payable on the deceased worker’s account. Benefits for a surviving divorced spouse, however, do not affect the maximum benefit to the family. See Table 2.A20 for more information on the increases in the full (or normal) retirement age for workers. Table 2.A21 describes age-related reductions for dependent beneficiaries, as does Table 2.A22 for widow(er)s. Additionally, Tables 2.A23 and 2.A24 show the history of legislation relating to special monthly benefits payable to certain persons born before January 2, 1900. Table 2.A25 summarizes the history of certain OASDI benefits other than monthly benefit payments. Table 2.A26 presents illustrative monthly benefit amounts for selected beneficiary families, based on hypothetical earnings histories representing five different earnings levels. Table 2.A27 shows minimum and maximum monthly benefits payable to retired workers retiring at age 62 in various years beginning with 1957 (the first full year benefits became available at age 62). Table 2.A28 shows minimum and maximum monthly benefits payable to retired workers retiring at age 65 in various years beginning with 1940. Provisions for Railroad Retirement Board Beneficiaries The OASDI tables do not include a number of persons receiving Railroad Retirement benefits who would be eligible for Social Security benefits had they applied. The reason they have not applied is that receipt of a Social Security benefit would reduce their Railroad Retirement benefit by a like amount. The Railroad Retirement Act of 1974, effective January 1, 1975, provided that the regular annuity for employees with 10 or more years of railroad service who

retired after December 31, 1974, would consist of two components. • Tier 1. A basic Social Security component equivalent to what would be paid under the Social Security Act on the basis of the employee’s combined railroad and nonrailroad service, reduced by the amount of any monthly benefit under OASDI actually paid on the basis of nonrailroad work; and • Tier 2. A “private pension” component payable over and above the Social Security equivalent, calculated on the basis of the number of years of railroad service. Public Law 107-90 (the 2001 amendments to the Railroad Retirement Act of 1974), effective January 1, 2002, revised the railroad service work requirement. The railroad service work requirement is 10 or more years of railroad service or, effective January 1, 2002, at least 5 years of railroad service after December 31, 1995. The two components are unchanged.

Effect of Current Earnings on Benefits Annual Earnings Test Individuals may receive Social Security retirement, dependent, or survivor benefits and work at the same time. However, under the law, those benefits could be reduced if earnings exceed certain amounts. Under the annual earnings test provisions of the Social Security Act, beneficiaries who are younger than full retirement age and have earnings in excess of certain exempt amounts may have all or part of their benefits withheld. The annual earnings test exempt amount for nondisabled beneficiaries is pegged to increases in the average wage. Different rules on earnings apply to beneficiaries who receive disability benefits, and are described in a subsequent section. For beneficiaries who are younger than FRA throughout the year: • The earnings test exempt amount is $15,720 in 2015. • Benefits are withheld at the rate of $1 for each $2 of earnings above the exempt amount. For beneficiaries who attain FRA in 2015, the annual earnings test is significantly higher. • This earnings test exempt amount is $41,880 in 2015. Only earnings before the month of attainment of FRA are counted for purposes of this portion of the annual earnings test. • Benefits are withheld at the rate of $1 for every $3 of earnings above the exempt amount.

Individuals have the option to receive benefits under a monthly earnings test if it is to their advantage to do so. This option is usually exercised in the first year of entitlement, because the monthly test permits payment for some months even if the annual earnings limit is greatly exceeded. Under the monthly test, beneficiaries receive a full monthly benefit for months in which they do not earn an amount equal to more than 1/12 the annual earnings test. The monthly earnings test is applied to the self-employed on the basis of the number of hours worked instead of monthly earnings. Generally, beneficiaries are eligible for the monthly earnings test in only one year. A foreign work test applies to work outside the United States in employment or self-employment that is not subject to U.S. Social Security taxes. Benefits are withheld for each month a beneficiary younger than FRA works more than 45 hours. The earnings test no longer applies beginning with the month a beneficiary attains FRA. Elimination of the earnings test at FRA is effective for taxable years ending after December 31, 1999 (Public Law 106-182). At FRA no benefits are withheld for earnings, regardless of the amount of earnings. Tables 2.A29 and 2.A29.1 provide historical detail on the retirement test. Automatic Adjustments for Additional Earnings When a worker has earnings after filing for Social Security benefits, the additional earnings are credited to the worker’s record. The reduction factor and the computation of the PIA could be affected by the additional earnings. These adjustments occur automatically; the worker does not need to request the action. Adjusted Reduction Factor. The reduction factor is based on all months of entitlement prior to FRA. If a full month or partial month of benefits is withheld because of the earnings test, the reduction factor is automatically adjusted at FRA. For widows and widowers, the automatic adjustments are effective at age 62 and at FRA. This adjustment of the reduction factor results in a higher ongoing monthly benefit. For example, if retirement benefits are claimed 36 months before FRA, a 36-month reduction factor is applied to the PIA. If the earnings test results in no payment of benefits for 6 of those months, the reduction factor is automatically adjusted at FRA, the ongoing reduction factor is changed to 30 months, and benefits are increased retroactively to the month of FRA.


Recomputation. Additional earnings also have the potential to increase the PIA. A recomputation is automatically considered each year when earnings of the insured worker are credited to the record. A recomputation of the PIA is processed if the earnings result in an increase to the PIA of at least $1.00. The increase is retroactive to January of the year following the year of new earnings. For example, if a beneficiary’s PIA is $955.50 effective December 2014 and the beneficiary had earnings in 2014, a recomputation would be considered for January 2015. After considering all earnings through 2014, if it is found that the PIA has increased to $976.50 as of January 2015, the recomputation can be allowed because the increase is at least $1.00 over the December 2014 PIA. Earnings and Disability Benefits Beneficiaries entitled on the basis of their own disability—disabled workers, disabled adult children, and disabled widow(er)s—are not subject to the annual earnings test. Substantial earnings by disabled beneficiaries, however, may indicate that they are able to do work that constitutes substantial gainful activity (SGA) and therefore no longer meet the requirements for disability benefits. Although other factors are considered, numerical earnings thresholds are used to evaluate SGA. Disabled beneficiaries must report all earnings to SSA for timely evaluation of SGA. Through 2000, SSA periodically changed the earnings amount for which a nonblind disabled individual was considered to be engaged in SGA. Effective January 1, 2001, SGA amounts are automatically adjusted annually on the basis of increases in the national average wage index. The SGA amount for nonblind individuals in calendar year 2015 is $1,090 per month. A different definition of SGA applies to blind individuals receiving Social Security disability benefits. Increases in the SGA amount for blind individuals have been pegged to increases in the national average wage index since 1978. The SGA level for blind individuals in calendar year 2015 is $1,820 per month. A 9-month trial work period allows beneficiaries who are still disabled to test their ability to work. During that period, beneficiaries may earn any amount and still receive full benefits. After the individual completes 9 trial work months, the SGA level is used to determine whether earnings are substantial. Table 2.A30 provides related historical data on disability program earnings guidelines.


Government Pension Offset A pension from a federal, state, or local government based on work that was not covered by Social Security could reduce the amount of a spouse’s or widow’s or widower’s Social Security benefits. Social Security benefits are reduced (offset) by two-thirds of the government pension if the pension is based on noncovered work by the spouse, widow, or widower. For example, for a monthly civil service pension of $600, two-thirds, or $400, would offset a Social Security spousal benefit. An individual eligible for a Social Security spousal benefit of $500 would receive $100 per month from Social Security ($500 − $400 = $100). The intent of the Government Pension Offset provision is to ensure that, when determining the amount of spousal benefits, government employees who do not pay Social Security taxes are treated in a manner similar to those who work in the private sector and pay Social Security taxes. The law requires that Social Security spousal benefits be offset dollar for dollar by the amount of a spouse’s own Social Security retirement benefit. For example, if a woman worked and earned her own $600 monthly Social Security retired-worker benefit but was also eligible for a $500 spouse’s benefit on her husband’s Social Security record, the spousal benefit would not be paid because it would be offset by her own Social Security benefit. Exceptions to the Government Pension Offset could apply if some of the work on which the pension is based was in covered employment. Specific rules apply depending on the employer and on the dates of employment. There are also exemptions for those who were eligible for the government pension before December 1982 or before July 1983, if specific criteria are met.

Taxation of Benefits Up to 85 percent of Social Security benefits may be subject to federal income tax depending on the beneficiary’s income, marital status, and filing status. The definition of income for this provision is as follows: adjusted gross income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with further modification of adjusted gross income in some cases involving certain tax provisions of limited applicability among the beneficiary population, plus half the Social Security and Tier 1 Railroad Retirement benefits. For married beneficiaries filing jointly with adjusted gross income (as defined above) that is $32,000 a year or less, no Social Security benefits are subject to taxation. If their adjusted gross income exceeds $32,000 but is $44,000 or less, up to 50 percent of the Social Security benefit is subject to income tax. If their income

exceeds $44,000, up to 85 percent of the Social Security benefit is subject to income tax. For married beneficiaries filing separately who lived together any time during the tax year, there is no minimum threshold. Up to 85 percent of the Social Security benefit is subject to income tax. For individuals in all other filing categories (single, head of household, qualifying widow(er), and married filing separately but who lived apart from their spouse for the entire year), the income threshold is $25,000. Generally, up to 50 percent of benefits are taxable for income between $25,001 and $34,000, and up to 85 percent of benefits are taxable for income exceeding $34,000.

Like all matters dealing with tax liability, taxation of Social Security benefits falls under the jurisdiction of the Internal Revenue Service. Table 2.A31 shows the history of provisions related to taxation of Social Security benefits. Table 2.A32 offers examples to illustrate when benefits are taxable, and the amount subject to taxation. CONTACT: (410) 965-0090 or [email protected].


Supplemental Security Income Program Overview The Supplemental Security Income (SSI) program provides income support to persons aged 65 or older, blind or disabled adults, and blind or disabled children. Eligibility requirements and federal payment standards are nationally uniform. The 2015 SSI federal benefit rate (FBR) for an individual living in his or her own household and with no other countable income is $733 monthly; for a couple (with both husband and wife eligible), the SSI benefit rate is $1,100 monthly. Payments under SSI began in January 1974. SSI replaced the former federal-state adult assistance programs in the 50 states and the District of Columbia. Under SSI each eligible person is provided a monthly cash payment based on a statutory federal benefit rate. Since 1975, these rates have been increased by the same percentage as the cost-of-living increases in OASDI benefits. If an individual or couple is living in another person’s household and is receiving both food and shelter from the person in whose household they are living, the federal benefit rate is reduced by onethird. This is done instead of determining the actual dollar value of the in-kind support and maintenance. For institutionalized persons, the eligibility requirements and payment standards depend on the type of institution. With some exceptions, inmates of public institutions are ineligible for SSI. For persons institutionalized for a complete calendar month, a maximum federal SSI payment of $30 per month applies where (1) the institution receives a substantial part of the cost of the person’s care from the Medicaid program, or (2) the institution receives payments from private health insurance on behalf of a recipient under age 18. Other eligible persons in institutions may receive up to the full federal benefit rate. The federal payment is based on the individual’s countable income. The first $20 in monthly OASDI benefits or other earned or unearned income is not counted. Also excluded is $65 of monthly earnings plus one-half of any earnings above $65. For example, a person living in his or her own household, whose sole income is a $200 monthly OASDI benefit, would receive $553 in federal SSI payments: $733 - ($200 - $20) = ($733 - $180) = $553. A person whose income consists of $500 in gross monthly earnings would receive $525.50 in federal SSI payments: (($500 - $85) / 2) = $207.50 countable earnings FBR $733 - $207.50 = $525.50 federal SSI. 20 ♦ Annual Statistical Supplement, 2015

Individuals generally are not eligible for SSI if they have resources in excess of $2,000 (or $3,000 for a couple). Certain resources are excluded, most commonly a home, an automobile, and household goods and personal effects. States have the option to supplement the federal SSI payment for all or selected categories of persons, regardless of previous state program eligibility.

SSI: History Of Provisions Basic Eligibility Requirements 1972 (Public Law 92-603, enacted October 30). An individual may qualify for payments on the basis of age, blindness, or disability. Aged: Any person aged 65 or older. Blind: Any person with 20/200 or less vision in the better eye with the use of correcting lenses, or with tunnel vision of 20 degrees or less. An individual transferred from a state Aid to the Blind program is eligible if he/she received such state aid in December 1973 and continues to meet the October 1972 state definition of blindness. Disabled: Any person unable to engage in any substantial gainful activity (SGA) by reason of any medically determinable physical or mental impairment expected to result in death or that has lasted or can be expected to last for a continuous period of at least 12 months. For a child under age 18, eligibility is based on disability of severity comparable with that of an adult. An individual transferred from a state Aid to the Permanently and Totally Disabled (APTD) program to SSI is also eligible if he/she received such state aid in December 1973 and continues to meet the October 1972 state definition of disability. 1973 (Public Law 93-233, enacted December 31). Only persons who had received APTD before July 1973 and were on the rolls in December 1973 may receive SSI on the basis of the state definition of disability; those who became eligible for state aid from July to December 1973 must meet the federal definition of disability. 1980 (Public Law 96-265, enacted June 9). A disabled recipient who loses federal SSI eligibility because of earnings at the SGA level may continue to receive a special benefit under section 1619 and retain eligibility for Medicaid under Title XIX of the Social Security Act. This special benefit status may continue as long as the recipient has the disabling impairment and meets all nondisability SSI eligibility criteria. States have the option of supplementing this special benefit.

This provision of the law was in effect from January 1, 1981, through December 31, 1983. Beginning in January 1984, under a 1-year demonstration project, this provision was continued for persons already eligible for either regular SSI payments or special monthly benefits. 1984 (Public Law 98-460, enacted October 9). The special benefit and Medicaid provisions of the 1980 legislation were extended through June 30, 1987 (retroactive to January 1, 1984). 1986 (Public Law 99-643, enacted November 10). The special benefit and Medicaid provisions of the 1980 amendments are made permanent. The provisions were amended effective July 1, 1987, with significant modifications to simplify administration and to allow free movement between regular SSI disability payments and either the special cash benefit or Medicaid eligibility under section 1619. The distinction between a disabled person eligible for regular SSI payments and one eligible for 1619(a) is that the latter has several months with gross earnings above the SGA level. Previously, section 1619(a) status required completion of a trial work period and the determination that the work was SGA. 1996 (Public Law 104-193, enacted August 22). For individuals under age 18, the “comparable severity” standard is eliminated and replaced with a requirement that a child be considered disabled if he/she has a medically determinable impairment that results in “marked and severe functional limitations,” and meets the existing statutory duration requirement. The law also eliminates references to “maladaptive behaviors” in the Listing of Impairments for children, and discontinues the use of individualized functional assessments for children. SSI eligibility is prohibited for an individual in any month during which such an individual is a fugitive felon, fleeing prosecution, or violating state or federal conditions of probation or parole.1 In addition, SSI eligibility is prohibited for 10 years for those convicted of fraudulently claiming residence to obtain benefits simultaneously in two or more states.2

1. In 2009, SSA entered into a nationwide class action settlement that limits the felony crime offense codes upon which fugitive felon nonpayments may be based under this statute. In 2010, the agency stopped parole and probation violator nonpayments for residents of New York, Connecticut, and Vermont pursuant to a Second Circuit Court of Appeals decision in a pending proposed nationwide class action suit. In 2011, the agency stopped parole and probation violator nonpayments nationwide. 2. This last provision was repealed in 1999 by Public Law 106-169 and replaced with a provision providing for nonpayment of benefits for up to 24 months for knowingly making false or misleading statements regarding material facts.

2006 (Public Law 109-171, enacted February 8). Requires the Commissioner to conduct reviews of a specific percentage of SSI initial disability and blindness cases involving individuals aged 18 or older that are allowed by State Disability Determination Service (DDS) agencies. The provision is phased in as follows—for fiscal year 2006, the Commissioner is required to review 20 percent of DDS allowances; in fiscal year 2007, the requirement is 40 percent; and, for fiscal years 2008 and thereafter, 50 percent of all DDS allowances are required to be reviewed. These reviews are to be made before the allowance decision is implemented. Other Eligibility Provisions Citizenship and Residency 1972 (Public Law 92-603, enacted October 30). The individual must reside within one of the 50 states or the District of Columbia and be a citizen or an alien lawfully admitted for permanent residence or permanently residing in the United States under color of law. Persons living outside the United States for an entire calendar month lose their eligibility for such a month. 1976 (Public Law 94-241, enacted March 24). Eligibility for SSI is extended to residents of the Northern Mariana Islands, effective January 9, 1978. 1980 (Public Law 96-265, enacted June 9). The income and resources of the immigration sponsors of aliens applying for SSI are considered in determining eligibility for and the amount of payment. After allowances for the needs of the sponsor and his/ her family, the remainder is deemed available for the support of the alien applicant for a 3-year period after admission to the United States for permanent residence. This provision does not apply to those who become blind or disabled after admission, to refugees, or to persons granted political asylum. (See section “Deeming of Income and Resources” for subsequent changes to sponsor-to-alien deeming provisions.) 1989 (Public Law 101-239, enacted December 19). SSI eligibility is continued for a disabled or blind child who was receiving SSI benefits while living in the United States and is now living with a parent who is a member of the U.S. Armed Forces assigned to permanent duty ashore outside the United States, but not where the parent is stationed in Puerto Rico or the territories and possessions of the United States. 1993 (Public Law 103-66, enacted August 10). Above provision made applicable where the parent is a member of the U.S. Armed Forces and stationed in Puerto Rico or the territories and possessions of the United States. Annual Statistical Supplement, 2015 ♦ 21

1996 (Public Law 104-193, enacted August 22). Prohibits SSI eligibility for anyone who is not a U.S. citizen or national. Aliens are not eligible unless they meet the definition of “qualified alien” and the criteria for certain exception categories, such as lawful permanent residents who earn or can be credited with 40 qualifying quarters of earnings, certain refugee categories that may be granted time-limited eligibility, or activeduty U.S. military or veterans and their spouses and children. For aliens ineligible under the new standards who were receiving SSI as of August 22, 1996, extends eligibility 1 year from enactment. (Public Law 104-208, enacted September 30). Amends Public Law 104-193 to add to the list of “qualified aliens” certain noncitizens (and their children) who have been battered or subjected to extreme cruelty by a spouse or parent or a member of the spouse’s or parent’s family living in the same household. 1997 (Public Law 105-18, enacted June 12). Extends eligibility for aliens receiving SSI as of August 22, 1996, until September 30, 1997, for those found ineligible under the new alien standards of Public Law 104-193. (Public Law 105-33, enacted August 5). Further amends Public Law 104-193 to add Cuban and Haitian entrants, and the child of a parent who has been battered or subjected to extreme cruelty, to the list of qualified aliens. Provides that Cuban and Haitian entrants and Amerasian immigrants qualify for time-limited eligibility, and increases the time limit from 5 to 7 years for all time-limited categories. Additional exceptions are added for qualified aliens: (1) lawfully residing in the United States and receiving SSI benefits on August 22, 1996; and (2) lawfully residing in the United States on August 22, 1996, and meeting the definition of blind or disabled in the Social Security Act. Certain noncitizen American Indians are excepted from the alien nonpayment provisions of Public Law 104-193. Extends eligibility for “nonqualified aliens” receiving SSI as of August 22, 1996, until September 30, 1998. 1998 (Public Law 105-306, enacted October 28). Permanently extends eligibility of all remaining “nonqualified aliens” who were receiving SSI benefits when Public Law 104-193 was enacted on August 22, 1996. 2000 (Public Law 106-386, enacted October 28). Noncitizens, regardless of their immigration status, may be eligible for SSI to the same extent as refugees, if they are determined to be victims of “severe forms of trafficking in persons.” 22 ♦ Annual Statistical Supplement, 2015

2004 (Public Law 108-203, enacted March 2). Extends SSI eligibility to blind or disabled children who are U.S. citizens living with a parent assigned to permanent U.S. military duty outside of the United States and who were not receiving SSI benefits when living in the United States. Previously, only blind or disabled children who received an SSI benefit for the month before the parent reported for permanent duty abroad were eligible. Effective April 2004 for applications filed after enactment. 2007 (Public Law 110-161, enacted December 26). Provides certain Iraqi and Afghan aliens with special immigrant status, as described in section 101(a) (27) of the Immigration and Nationality Act. As special immigrants, these Iraqi and Afghan aliens are eligible for resettlement assistance, entitlement programs, and other benefits available to refugees admitted under section 207 of such Act (admission of refugees in emergency situations) for a period not to exceed 6 months. 2008 (Public Law 110-181, enacted January 28). Provides certain Iraqi aliens who have provided service to the United States with special immigrant status, as described in section 101(a)(27) of the Immigration and Nationality Act. As special immigrants, these Iraqis are eligible for resettlement assistance, entitlement programs, and other benefits available to refugees admitted under section 207 of such Act (admission of refugees in emergency situations) for a period not to exceed 8 months. (Public Law 110-328, enacted September 30). Extends the 7-year SSI eligibility period for certain refugees, asylees, and other humanitarian immigrants (including victims of human trafficking) to 9 years for the period October 1, 2008 through September 30, 2011. For those with naturalization applications pending or awaiting the swearing-in ceremony, the eligibility period is extended through September 30, 2011. Also applies to the noncitizens whose SSI had previously ceased due to the expiration of the 7-year period. For these noncitizens, SSI benefits will be paid for months in the period October 1, 2008 through September 30, 2011, for the duration of the noncitizen’s reestablished eligibility. 2009 (Public Law 111-118, enacted December 19). Eliminates the 8-month time limit on SSI eligibility for certain Iraqi and Afghan refugees who have provided service to the United States. The time-limited eligibility for these individuals is now the same period applicable to other humanitarian refugees. Other Benefits 1980 (Public Law 96-272, enacted June 17). SSI applicants and recipients are not required as a condition

of eligibility to elect to receive Veterans Administration pensions under the Veterans and Survivors’ Pension Improvement Act of 1978 if the state of residence lacks a medically needy program under Title XIX. Drug Addiction and Alcoholism (DAA) 1972 (Public Law 92-603, enacted October 30). Any disabled individual who has been medically determined to be an alcoholic or drug addict must accept appropriate treatment, if available, in an approved facility and demonstrate compliance with conditions and requirements for treatment. SSI payments are required to be made through a representative payee—another person or public or private agency designated by SSA to manage the recipient’s benefit on his/her behalf. 1994 (Public Law 103-296, enacted August 15). Any individual who is receiving SSI based on a disability where drug addiction or alcoholism is a contributing factor material to the finding of disability must comply with the DAA treatment requirements. The individual must accept appropriate treatment when it is available and comply with the conditions and terms of treatment. Instances of noncompliance with the requirements result in progressively longer payment suspensions. Before payments can resume, the individual must demonstrate compliance for specific periods; 2 months, 3 months, and 6 months, respectively, for the first, second, third, and subsequent instances of noncompliance. An individual who is not in compliance with the DAA treatment requirements for 12 consecutive months shall not be eligible for payments; however, this does not prevent such individuals from reapplying and again becoming eligible for payments. SSI disability payments based on DAA are also limited to a total of 36 benefit months (beginning March 1995) regardless of whether appropriate treatment is available. Months for which benefits are not due and received do not count toward the 36-month limit. Payments based on DAA must be made to a representative payee. Preference is required to be given to community based nonprofit social service agencies and federal, state, or local government agencies in representative payee selection. These agencies when serving as payees for individuals receiving payments based on DAA may retain the lesser of 10 percent of the monthly benefit or $50 (adjusted annually after 1995 by the Consumer Price Index [CPI]) as compensation for their services. Establishment of one or more referral and monitoring agencies for each state is required.

1996 (Public Law 104-121, enacted March 29). An individual is not considered disabled if DAA is a contributing factor material to a finding of disability. Applies DAA representative payee requirements enacted under Public Law 103-296 to disabled SSI recipients who have a DAA condition and are incapable of managing their benefits. In addition, these recipients shall be referred to the appropriate state agency administering the state plan for substance abuse treatment. Institutionalization 1972 (Public Law 92-603, enacted October 30). An individual who is an inmate of a public institution is ineligible for SSI payments unless the institution is a facility approved for Medicaid payments and is receiving such payments on behalf of the person. Under regulations, the Medicaid payment must represent more than 50 percent of the cost of services provided by the facility to the individual. 1976 (Public Law 94-566, enacted October 20). An inmate of a publicly operated community residence serving no more than 16 persons may, if otherwise eligible, receive SSI. 1983 (Public Law 98-21, enacted April 20). Payments may be made to persons who are residents of public emergency shelters for the homeless for a period of up to 3 months in any 12-month period. 1986 (Public Law 99-643, enacted November 10). Effective July 1, 1987, disabled or blind recipients who were receiving special SSI payments or had special SSI recipient status under section 1619 in the month preceding the first full month of institutionalization, may receive payments based on the full federal benefit rate for the initial 2 full months of institutionalization, if they reside in certain public medical, psychiatric, or Medicaid facilities or in private Medicaid facilities. 1987 (Public Law 100-203, enacted December 22). Effective January 1, 1988, payments may be made to persons who are residents of public emergency shelters for the homeless, for up to 6 months in a 9-month period. Effective July 1, 1988, continued SSI payments for up to 3 months are permitted, at the rate that was applicable in the month prior to the first full month of institutionalization, for individuals whose expected institutional stay on admission is not likely to exceed 3 months, as certified by a physician, and for whom the receipt of payments is necessary to maintain living arrangements to which they may return. 1996 (Public Law 104-193, enacted August 22). Effective December 1996, institutionalized children under Annual Statistical Supplement, 2015 ♦ 23

age 18 whose private health insurance is making payments to the institution may receive no more than $30 per month in federal SSI. 2009 (Public Law 111-115, enacted December 15). Prohibits the payment of any retroactive SSI benefits to individuals while they are in prison, are in violation of conditions of their parole or probation, or are fleeing to avoid prosecution for a felony or a crime punishable by sentence of more than 1 year. These retroactive benefits will not be paid until the beneficiary is no longer a prisoner, probation or parole violator, or fugitive felon. Vocational Rehabilitation (VR) and Treatment 1972 (Public Law 92-603, enacted October 30). Blind or disabled individuals receiving federal SSI benefits who are under age 65 must be referred to the state agency providing services under the Vocational Rehabilitation Act and must accept the services offered. States are reimbursed for the cost of services. 1976 (Public Law 94-566, enacted October 20). Blind or disabled children under age 16 must be referred to the state agency administering crippled children’s services or to another agency designated by the state. States are reimbursed for the cost of services. Of funds provided for these services, at least 90 percent must be used for children under age 6 or for those who have never attended public schools. 1980 (Public Law 96-265, enacted June 9). Disabled SSI recipients who medically recover while enrolled in approved VR programs of state VR agencies may continue to receive benefits during their participation in such programs if the Commissioner of Social Security determines that continuation in the program will increase the probability that they leave the rolls permanently. 1981 (Public Law 97-35, enacted August 13). Funding no longer provided under Title XVI for medical, social, developmental, and rehabilitative services to disabled or blind children. Reimbursement for the cost of rehabilitation services will only be made if the services result in the recipient’s return to work for a continuous period of 9 months. The work must be at the SGA earnings level. 1984 (Public Law 98-460, enacted October 9). Authorizes the reimbursement of states for the cost of VR services provided to individuals who (1) continue to receive benefits after medical recovery because they are participating in a state VR program or (2) refuse, without good cause, to continue in or cooperate with the VR program in which they had been participating. 24 ♦ Annual Statistical Supplement, 2015

1987 (Public Law 100-203, enacted December 22). Extends the provision for continuation of payments to disabled SSI recipients who have medically recovered while enrolled in an approved VR program to include blind SSI recipients. 1990 (Public Law 101-508, enacted November 5). Reimbursement authorized for the cost of VR services provided in months in which the individual was not receiving federal SSI payments, if • SSI recipient status for Medicaid eligibility purposes was retained under work incentive provisions, or • Benefits were suspended3 (for a reason other than cessation of disability or blindness), or • Federally administered state supplementation was received. Extends benefit continuation provision to disabled SSI recipients who medically recover while participating in a nonstate VR program. 1999 (Public Law 106-170, enacted December 17). Establishes a Ticket to Work and Self-Sufficiency program that will provide SSI (and OASDI) disability beneficiaries with a ticket that can be used to obtain VR services, employment services, or other support services, from an employment network (EN) of their choice. An EN chooses one of the two EN payment options at the time it submits an application to SSA to become an EN. The chosen payment system will apply to all beneficiaries served. An EN can elect to receive payment under the • Outcome payment system, under which it can receive payment for up to 60 outcome payment months; or • Outcome-milestone payment system, under which it can receive payment for up to four milestones in addition to outcome payments. These milestones must occur before the EN enters the first month for which it is eligible for an outcome payment. Four milestone payments plus 60 months of reduced outcome payments equal 85 percent of the total that would be available if the EN chose the outcome payment system. The four milestones are based on gross earnings exceeding the SGA level for specified months. An outcome payment month is any month in which SSA does not pay any federal disability cash benefits to a beneficiary because of work or earnings.

3. Recipients who have lost eligibility for SSI benefits for fewer than 13 consecutive months are in suspended payment status.

Also eliminates the requirement that blind or disabled SSI recipients aged 16 through 64 be referred to the state VR agency and accept the services offered. 2008 Under a regulation effective July 21, 2008, revising an initial regulation effective January 28, 2002: • The outcome payment system provides that ENs can receive payment for up to 60 outcome payment months for an SSI beneficiary and up to 36 outcome payment months for an OASDI beneficiary (including a concurrent OASDI/SSI disability beneficiary), with the reduction in available number of outcome months for OASDI beneficiaries offset by an increased outcome payment; and • The outcome-milestone payment system provides that ENs can receive the following milestone payments in addition to outcome payments: — Up to four Phase 1 milestones achieved by either an OASDI or SSI beneficiary; and — Up to 11 Phase 2 milestones achieved by an OASDI or concurrent beneficiary or up to 18 Phase 2 milestones achieved by an SSI beneficiary. Phase 1 milestones are based on gross earnings at or above trial work level for specified months, and Phase 2 milestones are based on gross earnings exceeding the substantial gainful activity level for specified months. These milestones must occur before the EN enters the first month for which it is eligible for an outcome payment. If an available milestone payment is not paid prior to the outcome period, it is payable in a reconciliation payment when the beneficiary reaches the 12th outcome month. This payment amount is equal to the total amount of unpaid Phase 1 and Phase 2 milestones that were available when the ticket was first assigned. The Phase 1 and Phase 2 milestone payments and outcome payments equal 90 percent of the total that would be available if the EN chose the outcome payment system. Continuing Disability Reviews and Eligibility Redeterminations 1994 (Public Law 103-296, enacted August 15). During each of fiscal years 1996, 1997, and 1998, requires SSA to conduct continuing disability reviews (CDRs) on a minimum of 100,000 SSI recipients. In addition, during the same period, requires SSA to redetermine the SSI eligibility of at least one-third of all child SSI recipients who reach age 18 after April 1995 during the 1-year period following attainment of age 18. Redeterminations for persons turning age 18 could count toward the 100,000 CDR requirement.

1996 (Public Law 104-193, enacted August 22). Repeals the requirement that SSA redetermine the eligibility of at least one-third of all child SSI recipients who reach age 18 after April 1995 during the 1-year period following attainment of age 18. Requires a CDR • At least once every 3 years for SSI recipients under age 18 who are eligible by reason of an impairment that is likely to improve, and • Not later than 12 months after birth for recipients whose low birth weight is a contributing factor material to the determination of their disability. Requires eligibility redetermination for all child SSI recipients eligible for the month before the month in which they attain age 18. Requires redetermination of eligibility for children considered disabled based on an individual functional assessment and/or consideration of maladaptive behavior. Requires the representative payee of a child SSI recipient whose continuing eligibility is being reviewed to present evidence that the recipient is receiving treatment that is considered medically necessary and available for the condition which was the basis for providing SSI benefits. 1997 (Public Law 105-33, enacted August 5). Modifies provision of Public Law 104-193 to extend from 12 to 18 months the period for redetermining the disability of children under age 18 under the new childhood disability standard. Modifies provision of Public Law 104-193 to permit SSA to schedule a CDR for a disabled child for whom low birth weight is a contributing factor material to the determination of disability, at a date after the child’s first birthday if the Commissioner determines the impairment is not expected to improve within 12 months of the child’s birth. Modifies provision of Public Law 104-193 to authorize SSA to make redeterminations of disabled childhood recipients who attain age 18, more than 1 year after the date such recipient attains age 18. 1999 (Public Law 106-170, enacted December 17). Prohibits the initiation of a CDR during the period that a recipient is “using a ticket” under the Ticket to Work program. Deeming of Income and Resources 1972 (Public Law 92-603, enacted October 30). Deeming occurs when the income and resources of certain family members living in the same household with the SSI recipient are considered in determining Annual Statistical Supplement, 2015 ♦ 25

the amount of the SSI payment. These family members are the ineligible spouse of an adult recipient and the ineligible parents of a child recipient under age 21. After deduction of personal allocations for the spouse (or parents) and for ineligible children in the home, and after application of income exclusions, any remaining income of the spouse (or parents) is added to the income of the eligible person. 1980 (Public Law 96-265, enacted June 9). Children aged 18 or older are not subject to parental deeming. Sponsor’s income and resources deemed to an alien for 3 years. 1989 (Public Law 101-239, enacted December 19). Disabled children receiving home care services under state Medicaid programs, who are ineligible for SSI because of deeming of parental income, and who received SSI benefits limited to $30 while in a medical treatment facility, may receive the $30 monthly allowance that would be payable if the recipient were institutionalized. 1993 (Public Law 103-152, enacted November 24). Sponsor-to-alien deeming period extended from 3 years to 5 years, effective January 1, 1994, through September 30, 1996. Considers an ineligible spouse or parent who is absent from the household because of active military service to be a member of the household for deeming purposes. 1996 (Public Law 104-193, enacted August 22). Deeming of income and resources from an immigration sponsor to a noncitizen continues until citizenship, with exceptions for those who earn, or can be credited with, 40 qualifying quarters of earnings. Effective for those whose sponsor signs a new legally enforceable affidavit of support. (Public Law 104-208, enacted September 30). Amends Public Law 104-193 to add two exceptions to the sponsor-to-alien deeming: • Provides that if the noncitizen is indigent and would be unable to obtain food and shelter without SSI benefits even after receiving support from the sponsor, then only the amount of income and resources actually provided by the sponsor will be counted for a 12-month period after a determination of indigence; and • Provides that in certain cases, deeming would not apply for a 12-month period (with some options for extension) if the noncitizen (or his/her children) has been battered or subjected to extreme cruelty by family members.


1997 (Public Law 105-33, enacted August 5). Amends Public Law 104-208 to add an additional exception to sponsor-to-alien deeming when the parent of a noncitizen has been battered or subjected to extreme cruelty by family members. 2006 (Public Law 109-163, enacted January 6). Provides that individuals who were made ineligible for SSI because of their spouses or parents being called to active military duty would not have to file a new application for SSI benefits if they again could be eligible for benefits before the end of 24 consecutive months of ineligibility. Federal Benefit Payments Federal Benefit Rates Basic benefit standards are used in computing the amount of federal SSI payments. Benefit levels differ for individuals and couples living in households and for persons in Medicaid institutions. Individuals or couples living in their own households receive the full federal benefit. If an individual or couple is living in another person’s household and receiving support and maintenance there, the federal benefit is reduced by one-third. The federal benefit rates for persons in households are increased annually to reflect increases in the cost of living. Legislation affecting the level of federal benefit rates since the inception of the SSI program are summarized in Table 2.B1. Windfall Offset 1980 (Public Law 96-265, enacted June 9). Requires an offset (by reducing retroactive Social Security benefits) for persons whose initial OASDI payment is retroactive, to equalize total benefits with those if paid when regularly due. 1984 (Public Law 98-369, enacted July 18). Expands offset provision to allow for reduction of retroactive SSI benefits and to apply in cases of OASDI benefit reinstatement. Proration of Benefit 1982 (Public Law 97-248, enacted September 3). Benefit for first month of eligibility to be prorated by the number of days in the month for which an application has been filed and there is eligibility. 1996 (Public Law 104-193, enacted August 22). Changes the effective date of an SSI application to the first day of the month following the date on which the application was filed or on which the individual first becomes eligible, whichever is later. This, in effect, eliminates prorated payments in initial claims.

Retrospective Monthly Accounting 1981 (Public Law 97-35, enacted August 13). Changes the method of computing the SSI benefit to one under which the benefit amount is computed on a monthly basis and is based on income and other characteristics in the previous (or second previous) month. 1984 (Public Law 98-369, enacted July 18). Changes the method of computing the SSI benefit to persons receiving Title II payments. The effect of the increased Title II income at the time of the costof-living increase is not delayed as it otherwise would be. 1987 (Public Law 100-203, enacted December 22). Provides an exception to retrospective monthly accounting so that amounts received under Aid to Families with Dependent Children (AFDC), foster care, refugee cash assistance, Cuban-Haitian entrant assistance, or general and child welfare assistance provided by the Bureau of Indian Affairs are counted only in the month received. 1993 (Public Law 103-66, enacted August 10). Changes the method of computing the SSI benefit to persons receiving the value of the one-third reduction. The effect of the increased value at the time of the cost-of-living increase is not delayed as it otherwise would be. Effective January 1995. 2004 (Public Law 108-203, enacted March 2). Eliminates triple counting of one-time, nonrecurring income by providing that this income will be counted only for the month that the income is received and not for any other month during the transition to retrospective monthly accounting during the first 3 months of an individual’s SSI eligibility. Effective April 2005. Uncashed Checks 1981 (Public Law 97-35, enacted August 13). States that have federally administered supplements are to be credited their share of SSI checks that remain unnegotiated for 180 days. 1987 (Public Law 100-86, enacted August 10). SSI checks now unnegotiable after 1 year. States are credited their share of SSI checks after 1 year rather than 180 days. Rounding of Payment Amounts 1982 (Public Law 97-248, enacted September 3). Costof-living adjustments in the federal SSI benefit and income eligibility levels are to be rounded to the next lower whole dollar, after the adjustment is calculated. Subsequent cost-of-living adjustments will be calculated on the previous year’s benefit standard before rounding.

Penalties Resulting in Nonpayment of Benefits for False or Misleading Statements 1999 (Public Law 106-169, enacted December 14). Provides for the nonpayment of OASDI and SSI benefits (6, 12, and 24 months, respectively, for the first, second, and third or subsequent violations) for individuals found to have knowingly made a false or misleading statement of material fact for use in determining eligibility for benefits. 2004 (Public Law 108-203, enacted March 2). Expands the administrative sanction of nonpayment of benefits to situations in which an individual has failed to disclose material information, if the person knew or should have known that such failure was misleading. Authorizes federal courts to order a defendant convicted of defrauding Social Security, Special Veterans’ Benefits, or SSI to make restitution to SSA. Restitution funds would be deposited to the trust funds or general fund of the Treasury, as appropriate. Effective with respect to violations occurring on or after the date of enactment. Installment Payments 1996 (Public Law 104-193, enacted August 22). Establishes a schedule for paying retroactive SSI benefit amounts that exceed 12 times the federal benefit rate (FBR) plus the state supplement level. Payments would be made at 6-month intervals: • The first installment would be 12 times the FBR plus any federally administered state supplement. • Any remaining retroactive benefits would be paid in a second installment (not to exceed the first payment amount). • All remaining retroactive benefits would be paid in the third installment. Provides that where an underpaid individual has incurred debts to provide for food, clothing, or shelter, has expenses for disability-related items and services that exceed the installment amount, or has entered into a contract to purchase a home, the installment payment would be increased by the amount needed to cover those debts, expenses, and obligations. Provides that full retroactive payments be paid to an individual who is terminally ill or, if currently ineligible, is likely to remain so for the next 12 months. 2006 (Public Law 109-171, enacted February 8). Requires that past-due monthly SSI benefits that exceed three times the maximum monthly benefit (federal benefit rate plus state supplementary payment amount, if any) payable to the individual be paid in up to three installment payments, 6 months Annual Statistical Supplement, 2015 ♦ 27

apart. Also, limits the amount of the first two installment payments to three times the maximum monthly benefit. All remaining benefits due are to be paid in the third installment. As under current law, the amounts of the installment payments may be increased in certain cases, such as those in which the individual has outstanding debt relating to food, clothing, or shelter, or has necessary medical needs. Effective 3 months after enactment. 2009 (Public Law 111-115, enacted December 15). Prohibits the payment of any retroactive SSI benefits to individuals while they are in prison, in violation of conditions of their parole or probation; or fleeing to avoid prosecution, custody, or confinement for a felony or a crime punishable by sentence of more than one year. Exclusions from Income General Exclusions 1972 (Public Law 92-603, enacted October 30). The first $60 of earned or unearned income per calendar quarter for an individual or couple; the next $195 and one-half the remainder of quarterly earned income. Unearned income includes Social Security benefits, other government or private pensions, veterans’ benefits, and workers’ compensation. 1981 (Public Law 97-35, enacted August 13). The first $20 of earned or unearned income per month for an individual or couple; the next $65 and one-half the remainder of monthly earned income. Unearned income includes Social Security benefits, other government or private pensions, veterans’ benefits, and workers’ compensation. 2000 (Public Law 106-554, enacted December 21). Earnings of persons defined as Social Security statutory employees are treated as self-employment income for SSI purposes. Special Exclusions 1972 (Public Law 92-603, enacted October 30). Any amount of tax rebate issued to an individual by any public agency that is based on either real property or food purchase taxes. Grants, scholarships, and fellowships used to pay tuition and fees at an educational institution. Income required for achieving an approved selfsupport plan for blind or disabled persons. Work expenses of blind persons. For blind persons transferred from state programs to SSI, income exclusions equal to the maximum amount permitted as of October 1972 under the state programs. 28 ♦ Annual Statistical Supplement, 2015

Irregularly or infrequently received income totaling $60 or less of unearned income and $30 of earned income in a calendar quarter. Payment for foster care of ineligible child residing in recipient’s home through placement by a public or private nonprofit child care agency. One-third of any payment received from an absent parent for the support of a child eligible for SSI. Certain earnings of a blind or disabled child under age 22 regularly attending an educational institution. State or local government cash payments based on need and designed to supplement SSI payments. 1976 (Public Law 94-331, enacted June 30). Disaster assistance from income for 9 months and application of one-third reduction for 6 months for certain victims of disasters occurring between January 1, 1976, and December 31, 1976. (Public Law 94-566, enacted October 20). Any assistance based on need (including vendor payments) made to or on behalf of SSI recipients, which is paid and wholly funded by state or local governments. The value of assistance provided under certain federal housing programs. 1977 (Public Law 95-113, enacted September 29). Food stamps, federally donated food, and the value of free or reduced price food for women and children under the Child Nutrition Act and National School Lunch Act. (Public Law 95-171, enacted November 12). Provisions excluding support and maintenance under the Disaster Relief and Emergency Assistance Act of 1974 extended on a permanent basis. Effective January 1, 1978. 1980 (Public Law 96-222, enacted April 1). Earned income tax credit treated as earned income (temporarily excluded from 1975 through 1980). (Public Law 96-265, enacted June 9). Remunerations received in sheltered workshops and work activity centers are considered earned income and qualify for earned income exclusions. Impairment-related work expenses paid by the individual (including cost for attendant care, medical equipment, drugs, and services necessary to control an impairment) are deducted from earnings when determining if an individual is engaging in SGA. Impairment-related work expenses are excluded in calculating income for benefit purposes if initial eligibility for benefits exists on the basis of countable income without applying this exclusion.

1981 (Public Law 97-35, enacted August 13). Modifies provision under which irregularly or infrequently received income is excluded to conform to change from quarterly to monthly accounting; amounts excludable: $20 or less of unearned income and $10 of earned income in a month. 1982 (Public Law 97-377, enacted December 21). From December 18, 1982, to September 30, 1983, certain home energy assistance payments are excluded if a state agency certified that they are based on need. 1983 (Public Law 97-424, enacted January 6). Support or maintenance assistance (including home energy assistance) provided in kind by a nonprofit organization or in cash or in kind by certain providers of home energy is excluded if the state determines that the assistance is based on need. Provision is applicable through September 1984. Certain home energy assistance payments are excluded if a state agency certified that the assistance is based on need. Provision is applicable through June 1985. 1984 (Public Law 98-369, enacted July 18). The 1983 provisions for support and maintenance and home energy assistance continue to October 1, 1987. 1986 (Public Law 99-498, enacted October 17). Educational assistance used for educational expenses under the Higher Education Act of 1965 as amended. 1987 (Public Law 100-203, enacted December 22). The 1983 provisions for support and maintenance and home energy assistance made permanent. Excludes death payments (for example, proceeds from life insurance) from SSI income determinations to the extent they were spent on last illness and burial. Modifies the 1982 resource exclusion for burial funds to extend the exclusion to any burial fund of $1,500 or less maintained separately from all other assets, thereby allowing interest to be excluded from income if retained in the fund. 1988 (Public Law 100-383, enacted August 10). Restitution payments made to Japanese internees and relocated Aleutians. 1989 (Public Law 101-239, enacted December 19). Interest on agreements representing the purchase of an excluded burial space. Payments from the Agent Orange Settlement. Value of a ticket for domestic travel received as a gift and not cashed.

1990 (Public Law 101-508, enacted November 5). Earned income tax credit (including the child health insurance portion). Payments received from a state-administered fund established to aid victims of crime. Impairment-related work expenses excluded from income in determining initial eligibility for benefits. Payments received as state or local government relocation assistance. Payments received under the Radiation Exposure Compensation Act. Redefines as earned income, royalties earned in connection with any publication of the individual’s work and honoraria received for services rendered (previously defined as unearned income). 1993 (Public Law 103-66, enacted August 10). Hostile fire pay to members of the uniformed services. Payments received as state or local government relocation assistance made permanent. 1994 (Public Law 103-286, enacted August 1). Payments to victims of Nazi persecution. 1998 (Public Law 105-285, enacted October 27). Funds made available to an SSI recipient by a state or local government or a nonprofit organization as part of the Individual Development Account demonstration project. (Public Law 105-306, enacted October 28). In-kind gifts to children with life-threatening conditions by tax-exempt organizations not converted to cash. The first $2,000 annually of cash gifts by tax-exempt organizations to, or for the benefit of, individuals under age 18 with life-threatening conditions. (Public Law 105-369, enacted November 12). Payments made under the Ricky Ray Hemophilia Relief Fund Act of 1998. 2000 (Public Law 106-554, enacted December 21). Interest on funds deposited in an individual development account. Any adjustments made to prior payments from other federal programs to account for the error in the computation of the Consumer Price Index during 1999. 2001 (Public Law 107-16, enacted June 7). The refundable child tax credit is excluded in determining eligibility for means-tested programs, including SSI. 2004 (Public Law 108-203, enacted March 2). Changes the calculation of infrequent and irregular income from a monthly to a quarterly basis.


Excludes from the determination of an individual’s income all interest and dividend income earned on countable resources. Effective July 2004. Permits the student earned income exclusion to apply to any individual under age 22 who is a student. Thus, students under age 22 who are married or heads of households would be eligible for the exclusion. Effective April 2005. Excludes from the determination of income any gift to an individual for use in paying tuition or educational fees, just as grants, scholarships, and fellowships for such use are currently excluded from the determination of income. Effective June 2004. 2005 (Public Law 109-64, enacted September 20). Amends the National Flood Insurance Act of 1968 to specify that assistance provided under a program for flood mitigation activities with respect to a property would not be considered income or a resource of the owner of the property when determining eligibility for or benefit levels under any income assistance or resource-tested program (including SSI) that is funded in whole or in part by a federal agency or by appropriated federal funds. 2006 (Public Law 109-432, enacted December 20). Extends the present law that allows combat pay to be considered for Earned Income Tax Credit (EITC) purposes for one additional year (for taxable years ending before January 1, 2008). For SSI purposes, EITC payments are excluded from income, and are not a countable resource for 9 calendar months following the month of receipt. 2008 (Public Law 110-185, enacted February 13). A rebate payment received under the Economic Stimulus Act of 2008, and any other credit or refund under section 6428 of the Internal Revenue Code, would not be taken into account as income for purposes of SSI. (Public Law 110-245, enacted June 17). Privatized military housing allowances withdrawn directly from a servicemember’s pay by military payroll and paid to the landlord will be considered in-kind income, and the SSI benefit reduction attributable to the housing allowance will be capped at one-third of the federal benefit rate. In other cases, housing allowances will be considered earned income. Excludes any cash or in-kind benefits provided under an AmeriCorps program from income consideration. Effective for benefits payable for months beginning 60 days after enactment. Excludes annuity payments paid by a state to a person or his or her spouse because the state has determined the person is a veteran and blind, disabled, or aged. 30 ♦ Annual Statistical Supplement, 2015

2009 (Public Law 111-5, enacted February 17). A onetime economic recovery payment of $250 to SSI recipients will not be taken into account as income for purposes of SSI. The Making Work Pay tax credit, which provides a tax credit in the form of decreased withholding by employers, will not be counted as income. A one-time payment of $15,000 for eligible Filipino veterans who are citizens of the United States, and $9,000 for eligible veterans who are noncitizens will not be taken into account as income for SSI purposes. 2010 (Public Law 111-148, enacted March 23). Excludes incentives an SSI recipient with Medicaid receives for participating in an “Incentives for Prevention of Chronic Diseases in Medicaid” (IPCDM) program from consideration as income. (Public Law 111-255, enacted October 5). Excludes the first $2,000 received during a calendar year by an SSI recipient or spouse as compensation for participation in a clinical trial for rare diseases or conditions from consideration as income. The exclusion is effective for a 5-year period from date of enactment. (Public Law 111-291, enacted December 8). Excludes any settlement payments to American Indians, under the Claims Resettlement Act of 2010, from consideration as income. (Public Law 111-312, enacted December 17). Excludes federal tax refunds and advance payment of refundable tax credits received after December 31, 2009, but before January 1, 2013, from consideration as income. 2013 (Public Law 112-240, enacted January 2). Makes permanent the exclusion from income of federal tax refunds and advance payment of refundable tax credits. Resources 1972 (Public Law 92-603, enacted October 30). Countable resources limited to $1,500 or less for an individual and to $2,250 or less for a couple. 1984 (Public Law 98-369, enacted July 18). Limit on countable resources raised by $100 a year for individuals and $150 a year for couples, beginning in calendar year 1985 through 1989. The respective limits would become $2,000 for an individual and $3,000 for a couple in 1989 and thereafter. 1999 (Public Law 106-169, enacted December 14). Includes generally in the countable resources of an individual the assets of a trust that could be used for the benefit of the individual or spouse.

General Exclusions 1972 (Public Law 92-603, enacted October 30). A home of reasonable value—established by regulation as not exceeding a fair-market value of $25,000 ($35,000 in Alaska and Hawaii). Personal effects and household goods of reasonable value established by regulation as not exceeding a total market value of $1,500. An automobile of reasonable value—established by regulation as not exceeding a market value of $1,200. An automobile may be excluded, regardless of value, if the individual’s household uses it for employment or medical treatment or if it is modified to be operated by or for transportation of a handicapped person. Life insurance with face value of $1,500 or less. 1976 (Public Law 94-569, enacted October 20). The recipient’s home, regardless of value, is excluded from consideration in determining resources. 1977 (Public Law 95-171, enacted November 12). Assistance received under the Disaster Relief and Emergency Assistance Act of 1974 for 9 months following receipt. 1979 Reasonable value for an automobile increased by regulation to $4,500 of current-market value; personal goods and household effects increased to $2,000 of equity value. 1982 (Public Law 97-248, enacted September 3). The value, within prescribed limits, of a burial space for the recipient, spouse, and immediate family is excluded. In addition, $1,500 each (less the value of already excluded life insurance and any amount in an irrevocable burial arrangement) may be set aside for the burial of the recipient and spouse. 1984 (Public Law 98-369, enacted July 18). The unspent portion of any retroactive Title II or Title XVI payment is excluded for 6 months following its receipt, and the individual must be given written notice of the time limit on the exclusion. 1985 Regulations permit exclusion, regardless of value, of an automobile needed for essential transportation or modified for a handicapped person. The $4,500 current market value limit applies only if no automobile could be excluded based on the nature of its use. 1987 (Public Law 100-203, enacted December 22). Provides for suspension of the 1980 transfer of assets provision, in any month that it is determined that undue hardship would result.

Real property that cannot be sold for the following reasons: it is jointly owned; its sale would cause the other owner(s) undue hardship because of loss of housing; its sale is barred by a legal impediment; or the owner’s reasonable efforts to sell have been unsuccessful. Temporarily extends the 1984 exclusion of retroactive Title II and Title XVI benefits from 6 months to 9 months (the longer exclusion applies to benefits paid in fiscal years 1988 and 1989). 1988 (Public Law 100-707, enacted November 23). Removes the time limit for exclusion of disaster assistance. 2004 (Public Law 108-203, enacted March 2). Increases to 9 months and makes uniform the time period for excluding from resources amounts attributable to payments of past-due Social Security and SSI benefits and earned income and child tax credits. Effective for such payments received on or after the date of enactment. 2005 Regulations permit exclusion of, regardless of value, • One automobile if used for transportation for the beneficiary or a member of the beneficiary’s household and • Personal goods and household effects. Special Exclusions 1972 (Public Law 92-603, enacted October 30). Assets of a blind or disabled individual that are necessary to an approved plan of self-support. Tools and other property essential to self-support, within reasonable limits. Shares of nonnegotiable stock in regional or village corporations held by natives of Alaska. For persons transferred from state programs to SSI, resource exclusions equal to the maximum amount permitted as of October 1972 under the state program. 1988 (Public Law 100-383, enacted August 10). Restitution payments made to Japanese internees and relocated Aleutians. 1989 (Public Law 101-239, enacted December 19). Specifies that no limitation can be placed on property essential to self-support used in a trade or business, or by an individual as an employee (including the tools of a tradesperson and the machinery and livestock of a farmer). Payments from the Agent Orange Settlement.


1990 (Public Law 101-508, enacted November 5). Earned income tax credit excluded for the month following the month the credit is received. Payments received from a state-administered fund established to aid victims of crime excluded for a 9-month period. Individuals not required to file for such benefits. Payments received as state or local government relocation assistance excluded for a 9-month period. (The provision expired 3 years after its effective date.) Payments received under the Radiation Exposure Compensation Act. 1993 (Public Law 103-66, enacted August 10). Makes permanent the 9-month exclusion of payments received as state or local government relocation assistance. 1994 (Public Law 103-286, enacted August 1). Payments to victims of Nazi persecution. 1996 (Public Law 104-193, enacted August 22). Dedicated financial institution accounts required to be established for large past-due benefits for disabled individuals under age 18 with a representative payee. 1998 (Public Law 105-285, enacted October 27). Funds made available to an SSI recipient by a state or local government or a nonprofit organization as part of the Individual Development Account demonstration project. (Public Law 105-306, enacted October 28). In-kind gifts to children with life-threatening conditions by tax-exempt organizations not converted to cash. The first $2,000 annually of cash gifts by tax-exempt organizations to, or for the benefit of, individuals under age 18 with life-threatening conditions. (Public Law 105-369, enacted November 12). Payments made under the Ricky Ray Hemophilia Relief Fund Act of 1998. 2000 (Public Law 106-554, enacted December 21). Funds deposited by an individual in an individual development account and the interest on those funds. 2001 (Public Law 107-16, enacted June 7). The refundable child tax credit in the month of receipt and in the following month. 2004 (Public Law 108-203, enacted March 2). Grants, scholarships, fellowships, or gifts to be used for tuition or educational fees for 9 months after the month of receipt.


2008 (Public Law 110-185, enacted February 13). A rebate payment received under the Economic Stimulus Act of 2008, and any other credit or refund under section 6428 of the Internal Revenue Code, would not be included as a resource during the month of receipt or the 2 following months. (Public Law 110-245, enacted June 17). State-provided pensions for aged, blind, or disabled veterans (or their spouses). Effective for benefits payable for months beginning 60 days after enactment. 2009 (Public Law 111-5, enacted February 17). A onetime economic recovery payment of $250 to SSI recipients will not be taken into account as a resource for the month of receipt and the following 9 months. The Making Work Pay tax credit, which provides a tax credit in the form of decreased withholding by employers, will not be taken into account as a resource for the month of receipt and the following 2 months. 2010 (Public Law 111-148, enacted March 23). Excludes incentives an SSI recipient with Medicaid receives for participating in an IPCDM program from consideration as a resource. (Public Law 111-255, enacted October 5). Excludes the first $2,000 received during a calendar year by an SSI recipient or spouse as compensation for participation in a clinical trial for rare diseases or conditions from consideration as a resource. (Public Law 111-291, enacted December 8). Excludes any settlement payments to American Indians, under the Claims Resettlement Act of 2010, from consideration as a resource (for a period of 12 months from receipt). (Public Law 111-312, enacted December 17). Excludes federal tax refunds and advance payment of refundable tax credits received after December 31, 2009, but before January 1, 2013, from consideration as a resource (for a period of 12 months from receipt). 2013 (Public Law 112-240, enacted January 2). Makes permanent the 12-month resource exclusion of federal tax refunds and advance payment of refundable tax credits. 2014 (Public Law 113-295, enacted December 19). Modifies the Internal Revenue Code to establish Achieving a Better Life Experience (ABLE) accounts, which are tax-advantaged savings accounts for individuals who became disabled prior to age 26. ABLE account balances (up to $100,000) and distributions that pay for qualifying disability expenses (except distributions for housing) do not affect the disabled person’s SSI eligibility and payment amount.

Transfer-of-Resources Penalties

Interim Assistance Reimbursement

1980 (Public Law 96-611, enacted December 28). Assets transferred for less than fair market value for the purpose of establishing eligibility for benefits under the Social Security Act are counted as resources for 24 months after transfer.

1974 (Public Law 93-368, enacted August 7). SSA may enter into agreements with the states to repay them directly for assistance payments made to an SSI applicant while his/her claim is being adjudicated. The repayment is made from the first check due to the individual. This legislation expires June 30, 1976.

1988 (Public Law 100-360, enacted July 1). Removes the transfer-of-assets penalty for transfers made July 1, 1988, or later. 1999 (Public Law 106-169, enacted December 14). Provides a penalty under the SSI program for the disposal of resources at less than fair market value. The penalty is a loss of benefits for up to 36 months. A formula is provided to determine the number of months. Presumptive and Emergency Payments and Interim Assistance Reimbursement Presumptive Payments 1972 (Public Law 92-603, enacted October 30). A person applying on the basis of disability who meets all other criteria of eligibility, and is likely to be disabled, may receive payments for 3 months pending the disability determination. 1976 (Public Law 94-569, enacted October 20). Presumptive payment provision was extended to persons applying on the basis of blindness. 1990 (Public Law 101-508, enacted November 5). Extends the period for receipt of payments to 6 months. Emergency Advance Payments 1972 (Public Law 92-603, enacted October 30). Any applicant who can be presumed to meet the eligibility criteria, but has not yet been determined eligible, and who is faced with a financial emergency may receive an immediate cash advance of up to $100. 1987 (Public Law 100-203, enacted December 22). Increases the maximum emergency advance payment amount to the maximum amount of the regular federal SSI monthly benefit rate plus, if any, the federally administered state supplementary payment. 1996 (Public Law 104-193, enacted August 22). Applicants who have a financial emergency may receive an emergency advance payment in the month of application, which, effective with this law, is always before the first month of eligibility. These advance payments are recouped by proportional reductions in the recipient’s first 6 months of SSI benefits.

1976 (Public Law 94-365, enacted July 14). The authority to repay the state for interim assistance is made permanent. 1987 (Public Law 100-203, enacted December 22). Extends interim assistance reimbursement to situations in which payments are made by states or political subdivisions to persons whose SSI payments were suspended or terminated and who subsequently are found to be eligible for such benefits. Also clarifies that the payment from which the interim assistance reimbursement is paid must be the first payment of benefits relating to the interim period. Medicaid Eligibility 1972 (Public Law 92-603, enacted October 30). States can provide Medicaid coverage to all recipients of SSI payments. Alternatively, they can limit coverage by applying more restrictive criteria from the state Medicaid plan in effect on January 1, 1972. States can accept SSA determination of eligibility or make their own determination. 1976 (Public Law 94-566, enacted October 20). Preserves the Medicaid eligibility of recipients who become ineligible for cash SSI payments due to the cost-of-living increases in Social Security benefits. 1980 (Public Law 96-265, enacted June 9). Blind or disabled recipients under age 65 no longer eligible for either regular or special SSI payments because of their earnings may retain SSI recipient status for Medicaid eligibility purposes under the following conditions: (1) they continue to have the disabling impairment, (2) they meet all nondisability eligibility criteria except for earned income, (3) they would be seriously inhibited from continuing employment without Medicaid services, and (4) their earnings are insufficient to provide a reasonable equivalent of SSI payments and Medicaid. In states that do not provide Medicaid coverage categorically to all SSI recipients, qualification for Medicaid benefits depends on the state’s specific eligibility and program requirements. The Medicaid provision of the 1980 legislation was in effect from January 1, 1981, through December 31, 1983. Under a 1-year demonstration project, Annual Statistical Supplement, 2015 ♦ 33

beginning January 1, 1984, this provision was continued for persons already eligible for regular or special SSI payments or for retention of Medicaid eligibility. 1984 (Public Law 98-460, enacted October 9). Medicaid provision of 1980 legislation extended through June 30, 1987 (retroactive to January 1, 1984). 1986 (Public Law 99-272, enacted April 7). Restores Medicaid eligibility for some disabled widow(er)s who became ineligible for SSI when their Title II benefits increased in 1984 because of a change in the Social Security disabled widow(er)s benefits reduction factor. (Public Law 99-643, enacted November 10). The SSI recipient status for Medicaid eligibility provision of the 1980 amendments is made permanent. Effective July 1, 1987, certain expenses are excluded from earnings when determining sufficiency of earnings to establish SSI recipient status eligibility for Medicaid purposes: • Impairment-related work expenses of disabled persons, • Work expenses of blind persons, • Income required for achieving an approved selfsupport plan, and • The value of publicly funded attendant care services. Effective July 1, 1987, preserves the Medicaid eligibility of recipients who become ineligible for SSI payments because of entitlement to, or an increase in, Social Security disabled adult child benefits on or after the effective date. Effective July 1, 1987, requires all states to provide Medicaid coverage for recipients in special SSI status (either receiving special SSI payments or in the special recipient status described for 1980) if they received Medicaid coverage the month before special SSI status. 1987 (Public Law 100-203, enacted December 22). Effective July 1, 1988, restores or preserves the Medicaid eligibility of persons aged 60 or older who are eligible for Social Security benefits as widows or widowers (but not eligible for Medicare) and who become ineligible for SSI payments or state supplementation because of the receipt of old-age or survivors insurance benefits under Social Security. 1990 (Public Law 101-508, enacted November 5). Age limit for retention of SSI recipient status for Medicaid eligibility purposes (1980 and subsequent work incentive provisions, above) is eliminated.


Preserves the Medicaid eligibility of SSI recipients who become ineligible for payments when they become entitled to Social Security disabled widow(er)s benefits following the revised definition used for their disability. 1997 (Public Law 105-33, enacted August 5). Requires states to continue Medicaid coverage for disabled children who were receiving SSI payments as of August 22, 1996, and would have continued to be eligible for such payments except that their eligibility terminated because they did not meet the revised SSI childhood disability standard established under Public Law 104-193. 2006 (Public Law 109-171, enacted February 8). Begins Medicaid coverage for children who are eligible for SSI effective the month the SSI application is filed or the first month of SSI eligibility, whichever is later. (Under prior law, Medicaid eligibility for such children began the month following the month of the SSI application or first eligibility.) 2014 (Public Law 113-295, enacted December 19). Retains Medicaid eligibility for an SSI recipient whose Achieving a Better Life Experience (ABLE) account balance in excess of $100,000 causes him or her to exceed the SSI resource limit. State Supplementation 1972 (Public Law 92-603, enacted October 30). States are given the option of providing supplementary payments both to recipients transferred from the state program and to those newly eligible for SSI. States may either administer the payments themselves or have the Social Security Administration make payments on their behalf. When state supplementary payments are federally administered, the Social Security Administration makes eligibility and payment determinations for the state and assumes administrative costs. “Hold harmless” protection, which limits a state’s fiscal liability to its share of expenditures for Old-Age Assistance, Aid to the Blind, and Aid to the Permanently and Totally Disabled for calendar year 1972, is provided to states electing federal administration of their supplementary plans. This provision applies only to supplementary payments that do not, on the average, exceed a state’s “adjusted payment level.” (The adjusted payment level is the average of the payments that individuals with no other income received in January 1972; it may include the bonus value of food stamps. Adjustments are provided for payments that had been below state standards.)

1973 (Public Law 93-66, enacted July 9). Provides for mandatory state supplementation as assurance against reduction of income for persons who received state assistance in December 1973 and were transferred to SSI. These supplementary payments must equal the difference between (1) the amount of the state assistance payment that the individual received in December 1973 plus other income and (2) the individual’s federal SSI payment plus other income. 1976 (Public Law 94-585, enacted October 21). After June 30, 1977, when the federal SSI payment level is increased by a cost-of-living increase, such an increase will be excluded in calculating the “hold harmless” amount. Requires states to maintain state supplementation payments at the level of December 1976 (“maintenance of payments”) or to continue to pay in supplements the same total annual amounts (“maintenance of expenditures”) when the federal SSI payment level is increased and thereby pass through any increases in federal benefits without reducing state supplements. 1982 (Public Law 97-248, enacted September 3). Begins a 3-year phase out of “hold harmless” protection. Effective with fiscal year 1985, Wisconsin and Hawaii (the only remaining “hold harmless” states) assumed the full cost of their supplementary payments. 1983 (Public Law 98-21, enacted April 20). Federal pass-through law is adjusted (1) by substituting the state supplementary payment levels in effect in March 1983 for those in effect in December 1976 as the levels that states must maintain in complying with the pass-through requirements, and (2) with regard to the $20 (individual) and $30 (couple) increase in the federal SSI standard in July 1983, by requiring states to pass through only as much as would have been required if the SSI cost-of-living adjustment had been made in July 1983. 1987 (Public Law 100-203, enacted December 22). Provides for federal administration of state supplements to residents of medical institutions. Provides for required pass through of $5 increase in federal rate for persons whose care in institutions is paid in substantial part by Medicaid. 1993 (Public Law 103-66, enacted August 10). Requires states to pay fees for federal administration of their state supplementation payments. The fees are $1.67 for each monthly supplementary payment in fiscal year 1994, $3.33 in fiscal year 1995, and $5.00 in fiscal year 1996. Fees for subsequent fiscal years will be $5.00 or another amount determined by the

commissioner to be appropriate. The commissioner may charge the states additional fees for services they request that are beyond the level customarily provided in administering state supplementary payments. 1997 (Public Law 105-33, enacted August 5). Revises the schedule of per-payment fees for federal administration of state supplementation for fiscal years 1998 ($6.20) through 2002 ($8.50) and provides a formula for determining the fee beyond fiscal year 2002. 1999 (Public Law 106-170, enacted December 17). A state that has an agreement with SSA to administer its supplementation payments must remit both payments and fees prior to the SSI payment date. 2000 (Public Law 106-554, enacted December 21). Changes the effective date of above provision from 2009 to 2001. Overpayment Recovery 1984 (Public Law 98-369, enacted July 18). Limits the rate of recovering overpayments from monthly payments to the lesser of (1) the monthly payment or (2) 10 percent of a recipient’s monthly income. Permits a higher or lower adjustment at the request of the recipient subject to the agreement of the Commissioner. The limit does not apply if fraud, willful misrepresentation, or concealment of material information was involved on the part of the recipient or spouse in connection with the overpayment. Waives recovery of certain overpayments due to amount of excess resources of $50 or less. Provides temporary authority for the recovery of overpayments from tax refunds. 1988 (Public Law 100-485, enacted October 13). Grants permanent authority to recover overpayments from tax refunds. 1998 (Public Law 105-306, enacted October 28). Authorizes SSA to collect SSI overpayments by offsetting Social Security benefits, with a maximum monthly offset of no more than 10 percent of the Social Security benefit. 1999 (Public Law 106-169, enacted December 14). Makes representative payees liable for an SSI overpayment caused by a payment made to a recipient who has died, and requires SSA to establish an overpayment control record under the representative payee’s Social Security number. Requires SSA to recover SSI overpayments from SSI lump-sum amounts by withholding at least 50 percent of the lump-sum payment or the amount of the overpayment, whichever is less. Annual Statistical Supplement, 2015 ♦ 35

Extends all of the debt collection authorities currently available for the collection of overpayments under the OASDI program to the SSI program. 2001 (Public Law 107-16, enacted June 7). Subjects one-time tax refund payments provided under this Act to overpayment recovery under tax refund offset provisions. 2004 (Public Law 108-203, enacted March 2). Provides for recovery of overpayment of SSI benefits by withholding from OASDI and Special Veterans’ Benefits up to 100 percent of any underpayment of benefits and 10 percent of ongoing monthly benefits. Also provides for recovery of overpayment of OASDI or Special Veterans’ Benefits by withholding from SSI up to 100 percent of any underpayment of benefits but limits any recovery from SSI benefits to the lesser of 100 percent of the monthly benefit or 10 percent of the individual’s total monthly income. Effective with respect to overpayments that are outstanding at the time of enactment.


Fees for Attorneys and Nonattorney Representatives 2004 (Public Law 108-203, enacted March 2). Extends the current OASDI attorney fee withholding process to SSI for a period of 5 years to attorneys. Also extends OASDI and SSI fee withholding provisions to qualified nonattorneys effective with the implementation of the 5-year demonstration project. 2010 (Public Law 111-142, enacted February 27). Permanently extends the OASDI attorney fee withholding process to SSI. The prior authority expired February 28, 2010. Allows direct payment of attorneys and certain nonattorney representatives. CONTACT: (410) 965-0090 or [email protected].

Medicare The following are brief summaries of complex subjects as of November 16, 2015. They should be used only as overviews and general guides to the Medicare and Medicaid programs. The views expressed herein do not necessarily reflect the policies or legal positions of the Centers for Medicare & Medicaid Services (CMS) or the Department of Health and Human Services (HHS). These summaries do not render any legal, accounting, or other professional advice, nor are they intended to explain fully all of the provisions or exclusions of the relevant laws, regulations, and rulings of the Medicare and Medicaid programs. Original sources of authority should be researched and utilized.1

Overview Title XVIII of the Social Security Act, designated “Health Insurance for the Aged and Disabled,” is commonly known as Medicare. As part of the Social Security Amendments of 1965, the Medicare legislation established a health insurance program for aged persons to complement the retirement, survivors, and disability insurance benefits under Title II of the Social Security Act. When first implemented in 1966, Medicare covered most persons aged 65 or older. In 1973, the following groups also became eligible for Medicare benefits: persons entitled to Social Security or Railroad Retirement disability cash benefits for at least 24 months, most persons with end-stage renal disease (ESRD), and certain otherwise noncovered aged persons who elect to pay a premium for Medicare coverage. Beginning in July 2001, persons with Amyotrophic Lateral Sclerosis (Lou Gehrig’s Disease) are allowed to waive the 24-month waiting period. Beginning March 30, 2010, individuals in the vicinity of Libby, Montana who are diagnosed with an asbestos-related condition are Medicare-eligible. Medicare eligibility could also apply to individuals in other areas who are diagnosed with a medical condition caused by exposure to a public health hazard for which a future public health emergency declaration is made under the Comprehensive Environmental Response, Compensation, and Liability Act of 1980 (Public Law 96-510). This very broad description of Medicare eligibility is expanded in the next section.

1. These summaries were prepared by Barbara S. Klees, Christian J. Wolfe, and Catherine A. Curtis, Office of the Actuary, Centers for Medicare & Medicaid Services, 7500 Security Blvd., Baltimore, MD 21244. The authors wish to express their gratitude to colleagues in the Office of the Actuary, who generously assisted with portions of these summaries; and to Mary Onnis Waid, who originated these summaries and diligently prepared them for many years before her retirement.

Medicare originally consisted of two parts: Hospital Insurance (HI), also known as Part A, and Supplementary Medical Insurance (SMI), which in the past was also known simply as Part B. Part A helps pay for inpatient hospital, home health agency, skilled nursing facility, and hospice care. Part A is provided free of premiums to most eligible people; certain otherwise ineligible people may voluntarily pay a monthly premium for coverage. Part B helps pay for physician, outpatient hospital, home health agency, and other services. To be covered by Part B, all eligible people must pay a monthly premium (or have the premium paid on their behalf). A third part of Medicare, sometimes known as Part C, is the Medicare Advantage program, which was established as the Medicare+Choice program by the Balanced Budget Act of 1997 (Public Law 105-33) and subsequently renamed and modified by the Medicare Prescription Drug, Improvement, and Modernization Act (MMA) of 2003 (Public Law 108-173). The Medicare Advantage program expands beneficiaries’ options for participation in private-sector health care plans. The MMA also established a fourth part of Medicare, known as Part D, to help pay for prescription drugs not otherwise covered by Part A or Part B. Part D initially provided access to prescription drug discount cards, on a voluntary basis and at limited cost to all enrollees (except those entitled to Medicaid drug coverage) and, for low-income beneficiaries, transitional limited financial assistance for purchasing prescription drugs and a subsidized enrollment fee for the discount cards. This temporary plan began in mid-2004 and phased out during 2006. In 2006 and later, Part D provides subsidized access to prescription drug insurance coverage on a voluntary basis for all beneficiaries upon payment of a premium, with premium and cost-sharing subsidies for low-income enrollees. Part D activities are handled within the SMI trust fund but in an account separate from Part B. It should thus be noted that the traditional treatment of “SMI” and “Part B” as synonymous is no longer accurate, since SMI now consists of Parts B and D. The purpose of the two separate accounts within the SMI trust fund is to ensure that funds from one part are not used to finance the other. When Medicare began on July 1, 1966, approximately 19 million people enrolled. In 2015, almost 56 million are enrolled in one or both of Parts A and B of the Medicare program, and almost 18 million of them have chosen to participate in a Medicare Advantage plan.


Entitlement and Coverage Part A is generally provided automatically and free of premiums to persons aged 65 or older who are eligible for Social Security or Railroad Retirement benefits, whether they have claimed these monthly cash benefits or not. Also, workers and their spouses with a sufficient period of Medicare-only coverage in federal, state, or local government employment are eligible beginning at age 65. Similarly, individuals who have been entitled to Social Security or Railroad Retirement disability benefits for at least 24 months, and government employees or spouses with Medicare-only coverage who have been disabled for more than 29 months, are entitled to Part A benefits. (As noted previously, the waiting period is waived for persons with Lou Gehrig’s Disease, and certain persons in the Libby, Montana vicinity who are diagnosed with asbestos-related conditions are Medicare-eligible. It should also be noted that, over the years, there have been certain liberalizations made to both the waiting period requirement and the limit on earnings allowed for entitlement to Medicare coverage based on disability.) Part A coverage is also provided to insured workers with ESRD (and to insured workers’ spouses and children with ESRD), as well as to some otherwise ineligible aged and disabled beneficiaries who voluntarily pay a monthly premium for their coverage. In 2014, Part A provided protection against the costs of hospital and specific other medical care to over 53 million people (almost 44 million aged and almost 9 million disabled enrollees). Part A benefit payments totaled $264.9 billion in 2014. The following health care services are covered under Part A: • Inpatient hospital care. Coverage includes costs of a semiprivate room, meals, regular nursing services, operating and recovery rooms, intensive care, inpatient prescription drugs, laboratory tests, X-rays, psychiatric hospitals, inpatient rehabilitation, and long-term care hospitalization when medically necessary, as well as all other medically necessary services and supplies provided in the hospital. An initial deductible payment is required of beneficiaries who are admitted to a hospital, plus copayments for all hospital days following day 60 within a benefit period (described later). • Skilled nursing facility (SNF) care. Coverage is provided by Part A only if the care follows within 30 days (generally) a hospitalization of 3 days or more and is certified as medically necessary. Covered services are similar to those for inpatient hospital care, and include rehabilitation services and appliances. The number of SNF days provided under Medicare is limited to 100 days per benefit period


(described later), with a copayment required for days 21 through 100. Part A does not cover nursing facility care if the patient does not require skilled nursing or skilled rehabilitation services. • Home health agency (HHA) care (covered by Parts A and B). The Balanced Budget Act transferred from Part A to Part B those home health services furnished on or after January 1, 1998, that are unassociated with a hospital or SNF stay. Part A will continue to cover the first 100 visits following a 3-day hospital stay or a SNF stay; Part B covers any visits thereafter. Home health care under Parts A and B has no copayment and no deductible. HHA care, including care provided by a home health aide, may be furnished part time by an HHA in the residence of a homebound beneficiary, if intermittent or part-time skilled nursing and/or certain other therapy or rehabilitation care is necessary. Certain medical supplies and durable medical equipment (DME) may also be provided, although beneficiaries must pay a 20 percent coinsurance for DME, as required under Part B of Medicare. There must be a plan of treatment and periodic review by a physician. Full-time nursing care, food, blood, and drugs are not provided as HHA services. • Hospice care. Coverage is provided for services to terminally ill persons with life expectancies of 6 months or less who elect to forgo the standard Medicare benefits for treatment of their illness and to receive only hospice care for it. Such care includes pain relief, supportive medical and social services, physical therapy, nursing services, and symptom management. However, if a hospice patient requires treatment for a condition that is not related to the terminal illness, Medicare will pay for all covered services necessary for that condition. The Medicare beneficiary pays no deductible for the hospice program but does pay small coinsurance amounts for drugs and inpatient respite care. An important Part A component is the benefit period, which starts when the beneficiary first enters a hospital and ends when there has been a break of at least 60 consecutive days since inpatient hospital or skilled nursing care was provided. There is no limit to the number of benefit periods covered by Part A during a beneficiary’s lifetime; however, inpatient hospital care is normally limited to 90 days during a benefit period, and copayment requirements (detailed later) apply for days 61 through 90. If a beneficiary exhausts the 90 days of inpatient hospital care available in a benefit period, the beneficiary can elect to use days of Medicare coverage from a nonrenewable “lifetime reserve” of up to 60 (total) additional days of inpatient hospital care. Copayments are also required for such additional days.

All citizens (and certain legal aliens) aged 65 or older, and all disabled persons entitled to coverage under Part A, are eligible to enroll in Part B on a voluntary basis by payment of a monthly premium. Almost all persons entitled to Part A choose to enroll in Part B. In 2014, Part B provided protection against the costs of physician and other medical services to over 49 million people (over 41 million aged and over 8 million disabled enrollees). Part B benefits totaled $261.9 billion in 2014. Part B covers certain medical services and supplies, including the following: • Physicians’ and surgeons’ services, including some covered services furnished by chiropractors, podiatrists, dentists, and optometrists; • Services provided by Medicare-approved practitioners who are not physicians, including certified registered nurse anesthetists, clinical psychologists, clinical social workers (other than in a hospital or SNF), physician assistants, and nurse practitioners and clinical nurse specialists in collaboration with a physician; • Services in an emergency room, outpatient clinic, or ambulatory surgical center, including same-day surgery; • Home health care not covered under Part A; • Laboratory tests, X-rays, and other diagnostic radiology services; • Certain preventive care services and screening tests; • Most physical and occupational therapy and speech pathology services; • Comprehensive outpatient rehabilitation facility services, and mental health care in a partial hospitalization psychiatric program, if a physician certifies that inpatient treatment would be required without it; • Radiation therapy, renal (kidney) dialysis and transplants, and heart, lung, heart-lung, liver, pancreas, bone marrow, and intestinal transplants; • Approved DME for home use, such as oxygen equipment and wheelchairs, prosthetic devices, and surgical dressings, splints, casts, and braces; • Drugs and biologicals that are not usually selfadministered, such as hepatitis B vaccines and immunosuppressive drugs (certain self-administered anticancer drugs are covered); • Certain services specific to people with diabetes; and • Ambulance services, when other methods of transportation are contraindicated.

To be covered, all services must be either medically necessary or one of several prescribed preventive benefits. Part B services are generally subject to a deductible and coinsurance (see next section). Certain medical services and related care are subject to special payment rules, including deductibles (for blood), maximum approved amounts (for Medicare-approved physical, speech, or occupational therapy services performed in settings other than hospitals), and higher cost-sharing requirements (such as those for certain outpatient hospital services). The preceding description of Part B-covered services should be used only as a general guide, due to the wide range of services covered under Part B and the quite specific rules and regulations that apply. Medicare Parts A and B, as described above, constitute the original fee-for-service Medicare program. Medicare Part C, also known as Medicare Advantage, is an alternative to traditional Medicare. Although all Medicare beneficiaries can receive their benefits through the traditional fee-for-service program, most beneficiaries enrolled in both Part A and Part B can choose to participate in a Medicare Advantage plan instead. Medicare Advantage plans are offered by private companies and organizations and are required to provide at least those services covered by Parts A and B, except hospice services. These plans may (and in certain situations must) provide extra benefits (such as vision or hearing) or reduce cost sharing or premiums. The primary Medicare Advantage plans are: • Local coordinated care plans (LCCPs), including health maintenance organizations (HMOs), providersponsored organizations, local preferred provider organizations (PPOs), and other certified coordinated care plans and entities that meet the standards set forth in the law. Generally, each plan has a network of participating providers. Enrollees may be required to use these providers or, alternatively, may be allowed to go outside the network but pay higher cost-sharing fees for doing so. • Regional PPO plans, which began in 2006 and offer coverage to one of 26 defined regions. Like local PPOs, regional PPOs have networks of participating providers, and enrollees must use these providers or pay higher cost-sharing fees. However, regional PPOs are required to provide beneficiary financial protection in the form of limits on out-of-pocket cost sharing, and there are specific provisions to encourage regional PPO plans to participate in Medicare. • Private fee-for-service (PFFS) plans, which were not required to have networks of participating providers through 2010. Beginning in 2011, this is still the case for PFFS plans in areas (usually counties) with fewer than two network-based LCCPs and/or regional PPOs, and members may go to any Medicare Annual Statistical Supplement, 2015 ♦ 39

provider willing to accept the plan’s payment. However, for PFFS plans in network areas with two or more network-based LCCPs and/or regional PPOs, provider networks are mandatory, and members may be required to use these participating providers. • Special Needs Plans, which are restricted to beneficiaries who are dually eligible for Medicare and Medicaid, live in long-term care institutions, or have certain severe and disabling conditions. For individuals entitled to Part A or enrolled in Part B (except those entitled to Medicaid drug coverage), the new Part D initially provided access to prescription drug discount cards, at a cost of no more than $30 annually, on a voluntary basis. For low-income beneficiaries, Part D initially provided transitional financial assistance of up to $600 per year for purchasing prescription drugs, plus a subsidized enrollment fee for the discount cards. This temporary plan began in mid-2004 and phased out in 2006. Since 2006, Part D has provided subsidized access to prescription drug insurance coverage on a voluntary basis, upon payment of a premium, to individuals entitled to Part A or enrolled in Part B, with premium and cost-sharing subsidies for low-income enrollees. Beneficiaries may enroll in either a stand-alone prescription drug plan (PDP) or an integrated Medicare Advantage plan that offers Part D coverage. Enrollment began in late 2005. In 2014, Part D provided protection against the costs of prescription drugs to over 40 million people. Estimated Part D benefits totaled $77.7 billion in 2014. (This amount includes an estimated $7.8 billion in benefits financed by enrollee premiums paid directly to the Part D plans. These direct premium amounts are available only on an estimated basis.) Part D coverage includes most FDA-approved prescription drugs and biologicals. (The specific drugs currently covered in Parts A and B remain covered there.) However, plans may set up formularies for their prescription drug coverage, subject to certain statutory standards. Part D coverage can consist of either standard coverage (defined later) or an alternative design that provides the same actuarial value. For an additional premium, plans may also offer supplemental coverage exceeding the value of basic coverage. It should be noted that some health care services are not covered by any portion of Medicare. Noncovered services include long-term nursing care, custodial care, and certain other health care needs, such as dentures and dental care, eyeglasses, and hearing aids. These services are not a part of the Medicare program, unless they are a part of a private health plan under the Medicare Advantage program. 40 ♦ Annual Statistical Supplement, 2015

Program Financing, Beneficiary Liabilities, and Payments to Providers All financial operations for Medicare are handled through two trust funds, one for Hospital Insurance (HI, Part A) and one for Supplementary Medical Insurance (SMI, Parts B and D). These trust funds, which are special accounts in the U.S. Treasury, are credited with all receipts and charged with all expenditures for benefits and administrative costs. The trust funds cannot be used for any other purpose. Assets not needed for the payment of costs are invested in special Treasury securities. The following sections describe Medicare’s financing provisions, beneficiary cost-sharing requirements, and the basis for determining Medicare reimbursements to health care providers. Program Financing The HI trust fund is financed primarily through a mandatory payroll tax. Almost all employees and self-employed workers in the United States work in employment covered by Part A and pay taxes to support the cost of benefits for aged and disabled beneficiaries. Currently, employers and employees each pay 1.45 percent of a worker’s wages, for a combined payroll tax rate of 2.9 percent, while selfemployed workers pay 2.9 percent of their net earnings. Since 1994, this tax has been paid on all covered wages and self-employment income without limit. (Prior to 1994, the tax applied only up to a specified maximum amount of earnings.) Beginning in 2013, earned income in excess of $200,000 (for those filing income tax singly) and $250,000 (for those filing jointly) is subject to an additional Part A payroll tax of 0.9 percent (the earnings thresholds are not indexed). The Part A tax rate is specified in the Social Security Act and cannot be changed without legislation. Part A also receives income from the following sources: • a portion of the income taxes levied on Social Security benefits paid to high-income beneficiaries; • premiums from certain persons who are not otherwise eligible and choose to enroll voluntarily; • reimbursements from the general fund of the U.S. Treasury for the cost of providing Part A coverage to (1) certain aged persons who retired when Part A began and thus were unable to earn sufficient quarters of coverage (the last surviving members of this group have died, and these reimbursements are complete) and (2) those federal retirees similarly unable to earn sufficient quarters of Medicarequalified federal employment; • interest earnings on its invested assets; and • other small miscellaneous income sources. Payroll taxes are used mainly to pay benefits for current beneficiaries.

The SMI trust fund differs fundamentally from the HI trust fund with regard to the nature of its financing. As previously noted, SMI is now composed of two parts, Part B and Part D, each with its own separate account within the SMI trust fund. The nature of the financing for both parts of SMI is similar, in that both parts are primarily financed by contributions from the general fund of the U.S. Treasury and (to a much lesser degree) by beneficiary premiums. For Part B, the contributions from the general fund of the U.S. Treasury are the largest source of income, since beneficiary premiums are generally set at a level that covers 25 percent of the average expenditures for aged beneficiaries. The standard Part B premium rate will be $121.80 per beneficiary per month in 2016. There are, however, three provisions that can alter the premium rate for certain enrollees. First, penalties for late enrollment (that is, enrollment after an individual’s initial enrollment period) may apply, subject to certain statutory criteria. Second, beginning in 2007, beneficiaries whose income is above certain thresholds are required to pay an incomerelated monthly adjustment amount, in addition to their standard monthly premium. Finally, a “hold-harmless” provision, which prohibits increases in the standard Part B premium from exceeding the dollar amount of an individual’s Social Security cost-of-living adjustment (COLA), lowers the premium rate for certain individuals who have their premiums deducted from their Social Security checks.

premium rate of $121.80 includes the $3.00 charge). High-income enrollees pay small amounts in addition to the $3.00 charge, but because those amounts reduce (dollar for dollar) the general revenue received by the Part B account, they are not included in the general-fund repayments. In the final year of general-fund repayment, the amounts may be modified to avoid overpayment. Most Medicare beneficiaries who enrolled within the past year are not protected by the hold-harmless provision. Others who are not protected include dual MedicareMedicaid beneficiaries whose Part B premiums are paid by state Medicaid programs; high-income enrollees who are subject to the income-related monthly adjustment amount; and enrollees who do not have their Part B premiums withheld from their Social Security checks, such as certain federal, state, and local government retirees. The 2016 Part B income-related monthly adjustment amounts and total monthly premium amounts to be paid by beneficiaries, according to income level and filing status, are shown in the following table. 2016 Part B income-related monthly adjustment amounts and total monthly premium amounts to be paid by beneficiaries, by filing status and income level Income-related monthly adjustment (dollars)

Total monthly premium (dollars)

Under the hold-harmless provision, the Part B premium for 2016 remains at the 2015 amount of $104.90 for about 70 percent of Part B enrollees because the 2016 Social Security COLA, set by statutory formula and announced on October 15, 2015, is 0 percent.

Income

Less than or equal to $85,000

0

121.80

As a result, the Part B account stood to receive adequate income for 2016 only if the required premium increase was borne by about 30 percent of Part B enrollees. Thus, when the COLA was announced, the Part B premium was projected to increase by an unprecedented 52 percent in 2016.

Greater than $85,000 and less than or equal to $107,000

48.70

170.50


121.80

243.60


194.90

316.70

Greater than $214,000

268.00

389.80

The Bipartisan Budget Act of 2015 (Public Law 11474), enacted on November 2, 2015, circumvented that situation. The Act specified that the 2016 actuarial rate for enrollees aged 65 or older be determined as if the hold-harmless provision did not apply, thereby making the standard premium rate for 2016 lower than it otherwise would have been. The Act also mandated that revenue lost because of the lower premium rates (excluding forgone incomerelated premium revenue) would be replaced by a transfer from the General Fund of the Treasury, with that transfer to be repaid over time. To that end, starting in 2016, the Part B premium includes an additional generalfund repayment charge of $3.00 (the 2016 standard

Beneficiaries who file individual tax returns and are single individuals, heads of households, qualifying widow(er)s with dependent children, or married individuals who lived apart from their spouse for the entire taxable year and file separately

Beneficiaries who file joint tax returns Less than or equal to $170,000

0

121.80


48.70

170.50


121.80

243.60


194.90

316.70


268.00

389.80

Beneficiaries who are married and lived with their spouse at any time during the year but file separate tax returns Less than or equal to $85,000

0

121.80


194.90

316.70


268.00

389.80


For Part D, as with Part B, general fund contributions account for the largest source of income, since Part D beneficiary premiums are to represent, on average, 25.5 percent of the cost of standard coverage. The Part D base beneficiary premium for 2016 will be $34.10. The actual Part D premium paid by an individual beneficiary equals the base beneficiary premium adjusted by a number of factors. In practice, premiums vary significantly from one Part D plan to another and seldom equal the base beneficiary premium. As of this writing, it is estimated that the average monthly premium for basic Part D coverage, which reflects the specific plan-by-plan premiums and the estimated number of beneficiaries in each plan, will be about $32.50 in 2016. The estimated $32.50 average premium does not account for three circumstances that also can alter premiums for individual beneficiaries. First, penalties for late enrollment may apply. (Late enrollment penalties do not apply to enrollees who have maintained creditable prescription drug coverage.) Second, beneficiaries meeting certain low-income and limited-resources requirements pay substantially reduced premiums or no premiums at all (and are not subject to late enrollment penalties). Third, beginning in 2011, beneficiaries with income above certain thresholds are required to pay an incomerelated monthly adjustment amount, in addition to their monthly premium. The 2016 Part D income-related monthly adjustment amounts to be paid by beneficiaries, according to income level and filing status, are shown in the following table. In addition to contributions from the general fund of the U.S. Treasury and beneficiary premiums, Part D also receives payments from the states. With the availability of prescription drug coverage and low-income subsidies under Part D, Medicaid is no longer the primary payer for prescription drugs for Medicaid beneficiaries who also have Medicare, and states are required to defray a portion of Part D expenditures for those beneficiaries. During the Part D transitional period that began in mid-2004 and phased out during 2006, the general fund of the U.S. Treasury financed the transitional assistance benefit for low-income beneficiaries. Funds were transferred to, and paid from, a Transitional Assistance account within the SMI trust fund. The SMI trust fund also receives income from interest earnings on its invested assets, as well as a small amount of miscellaneous income. It is important to note that beneficiary premiums and general fund payments for Parts B and D are redetermined annually and separately.


2016 Part D income-related monthly adjustment amounts to be paid by beneficiaries, by filing status and income level Income-related monthly adjustment (dollars)

Income

Beneficiaries who file individual tax returns and are single individuals, heads of households, qualifying widow(er)s with dependent children, or married individuals who lived apart from their spouse for the entire taxable year and file separately Less than or equal to $85,000

0


12.70


32.80


52.80


72.90

Beneficiaries who file joint tax returns Less than or equal to $170,000

0


12.70


32.80


52.80


72.90

Beneficiaries who are married and lived with their spouse at any time during the year but file separate tax returns Less than or equal to $85,000

0


52.80


72.90

Payments to Medicare Advantage plans are financed from both the HI trust fund and the Part B account within the SMI trust fund in proportion to the relative weights of Part A and Part B benefits to the total benefits paid by the Medicare program. Beneficiary Payment Liabilities Fee-for-service beneficiaries are responsible for charges not covered by the Medicare program and for various cost-sharing aspects of Parts A and B. These liabilities may be paid (1) by the Medicare beneficiary; (2) by a third party, such as an employer-sponsored retiree health plan or private Medigap insurance; or (3) by Medicaid, if the person is eligible. The term “Medigap” is used to mean private health insurance that pays, within limits, most of the health care service charges not covered by Parts A or B of Medicare. These policies, which must meet federally imposed standards, are offered by Blue Cross and Blue Shield and various commercial health insurance companies. In Medicare Advantage plans, the beneficiary’s payment share is based on the cost-sharing structure of the specific plan selected by the beneficiary, since each plan has its own requirements. Most plans have lower deductibles and coinsurance than are required of fee-for-service beneficiaries. Such beneficiaries, in

general, pay the monthly Part B premium. However, some Medicare Advantage plans may pay part or all of the Part B premium for their enrollees as an added benefit. Depending on the plan, enrollees may also pay an additional premium for certain extra benefits provided (or, in a small number of cases, for certain Medicarecovered services). For hospital care covered under Part A, a beneficiary’s fee-for-service payment share includes a onetime deductible amount at the beginning of each benefit period ($1,288 in 2016). This deductible covers the beneficiary’s part of the first 60 days of each spell of inpatient hospital care. If continued inpatient care is needed beyond the 60 days, additional coinsurance payments ($322 per day in 2016) are required through the 90th day of a benefit period. Each Part A beneficiary also has a lifetime reserve of 60 additional hospital days that may be used when the covered days within a benefit period have been exhausted. Lifetime reserve days may be used only once, and coinsurance payments ($644 per day in 2016) are required. For skilled nursing care covered under Part A, Medicare fully covers the first 20 days of SNF care in a benefit period. But for days 21 through 100, a copayment ($161 per day in 2016) is required from the beneficiary. After 100 days per benefit period, Medicare pays nothing for SNF care. Home health care requires no deductible or coinsurance payment by the beneficiary. In any Part A service, the beneficiary is responsible for fees to cover the first 3 pints or units of nonreplaced blood per calendar year. The beneficiary has the option of paying the fee or of having the blood replaced. There are no premiums for most people covered by Part A. Eligibility is generally earned through the work experience of the beneficiary or of the beneficiary’s spouse. However, most aged people who are otherwise ineligible for premium-free Part A coverage can enroll voluntarily by paying a monthly premium, if they also enroll in Part B. For people with fewer than 30 quarters of coverage as defined by the Social Security Administration (SSA), the Part A monthly premium rate will be $411 in 2016; for those with 30 to 39 quarters of coverage, the rate will be reduced to $226. Penalties for late enrollment may apply. Voluntary coverage upon payment of the Part A premium, with or without enrolling in Part B, is also available to disabled individuals for whom coverage has ceased because earnings are in excess of those allowed. The Part B beneficiary’s payment share includes the following: one annual deductible ($147 in 2016), the monthly premiums, the coinsurance payments for Part B services (usually 20 percent of the remaining allowed charges with certain exceptions noted below), a deductible for blood, certain charges above the

Medicare-allowed charge (for claims not on assignment), and payment for any services not covered by Medicare. For outpatient mental health services, the beneficiary is liable for 20 percent of the approved charges beginning in 2014. This percentage was 50 percent through 2009, then phased down in the intervening years. For services reimbursed under the outpatient hospital prospective payment system, coinsurance percentages vary by service and currently fall in the range of 20 percent to 50 percent. There are no deductibles or coinsurance for certain services, such as lab tests paid under the clinical laboratory fee schedule, HHA services, and some preventive care services (including an initial, “Welcome to Medicare” preventive physical examination and, beginning in 2011, an annual wellness visit to develop or update a prevention plan). For the standard Part D benefit design, there is an initial deductible ($360 in 2016). After meeting the deductible, the beneficiary pays 25 percent of the remaining costs, up to an initial coverage limit ($3,310 in 2016). A coverage gap starts after an individual’s drug costs reach the initial coverage limit and stops when the beneficiary incurs a certain threshold of out-of-pocket costs ($4,850 in 2016). Previously, the beneficiary had to pay the full cost of prescription drugs while in this coverage gap. However, provisions enacted under the Patient Protection and Affordable Care Act (Public Law 111-148) as amended by the Health Care and Education Reconciliation Act of 2010 (Public Law 111-152)— collectively referred to as the Affordable Care Act—lower the out-of-pocket costs in the coverage gap gradually between 2010 and 2020. In 2016, beneficiaries who enter the coverage gap (excluding low-income enrollees eligible for cost-sharing subsidies) will receive a 50‑ percent manufacturer discount and a 5‑percent benefit from their Part D plans for applicable prescription drugs and a 42‑percent benefit from their plans for nonapplicable drugs. “Applicable” drugs are generally covered brand-name Part D drugs (including insulin and Part D vaccines); “nonapplicable” drugs are generally nonbrandname (that is, generic) Part D drugs (including supplies associated with the delivery of insulin). Reductions to beneficiary cost sharing in the coverage gap continue to increase in future years such that, by 2020, the coverage gap will be fully phased out, with the beneficiary responsible for 25 percent of prescription drug costs. The 2016 out-of-pocket threshold of $4,850 is equivalent to estimated average total covered drug spending of $7,515.22 under the defined standard benefit design, during the initial coverage period and the coverage gap, for enrollees not eligible for low-income costsharing subsidies. This estimated amount is based on an average blend of usage of applicable and nonapplicable drugs by enrollees while in the coverage gap. In determining out-of-pocket costs, the dollar value of the Annual Statistical Supplement, 2015 ♦ 43

50-percent manufacturer discount for applicable drugs is included, even though the beneficiary does not pay it. The dollar values of the 42-percent drug plan benefit on nonapplicable drugs and the 5-percent drug plan benefit on applicable drugs do not count toward out-of-pocket spending. Under the defined standard benefit design, the out-of-pocket threshold of $4,850 for 2016 is equivalent to $7,062.50 in total covered drug costs for enrollees eligible for low-income cost-sharing subsidies. For costs incurred after reaching the out-of-pocket threshold, catastrophic coverage is provided, which requires the enrollee to pay the greater of 5 percent coinsurance or a small defined copayment amount ($2.95 in 2016 for generic or preferred multisource drugs and $7.40 in 2016 for other drugs). The benefit parameters are indexed annually to the growth in average per capita Part D costs. Beneficiaries meeting certain lowincome and limited-resources requirements pay substantially reduced cost-sharing amounts. In determining out-of-pocket costs, only those amounts actually paid by the enrollee or another individual (and not reimbursed through insurance) are counted; the exceptions to this “true out-of-pocket” provision are cost-sharing assistance from the low-income subsidies provided under Part D and from State Pharmacy Assistance programs and, starting in 2011, the 50-percent manufacturer discount on applicable brand-name drugs purchased by enrollees in the Part D coverage gap. Many Part D plans offer alternative coverage that differs from the standard coverage described above. In fact, the majority of beneficiaries are not enrolled in the standard benefit design but rather in plans with low or no deductibles, flat payments for covered drugs, and, in some cases, additional partial coverage in the coverage gap. The monthly premiums required for Part D coverage are described in the previous section. Payments to Providers Before 1983, Part A payments to providers were made on a reasonable cost basis. Medicare payments for most inpatient hospital services are now made under a reimbursement mechanism known as the prospective payment system (PPS). Under the PPS for acute inpatient hospitals, each stay is categorized into a diagnosis-related group (DRG). Each DRG has a specific predetermined amount associated with it, which serves as the basis for payment. A number of adjustments are applied to the DRG’s specific predetermined amount to calculate the payment for each stay. In some cases the payment the hospital receives is less than the hospital’s actual cost for providing Part A–covered inpatient hospital services for the stay; in other cases it is more. The hospital absorbs the loss or makes a profit. Certain payment adjustments exist for extraordinarily costly inpatient 44 ♦ Annual Statistical Supplement, 2015

hospital stays and other situations. Payments for skilled nursing care, home health care, inpatient rehabilitation hospital care, long-term care hospitals, inpatient psychiatric hospitals, and hospice are made under separate prospective payment systems. For nonphysician Part B services, home health care is reimbursed under the same prospective payment system as Part A, most hospital outpatient services are reimbursed on a separate prospective payment system, and most payments for clinical laboratory and ambulance services are based on fee schedules. A fee schedule is a comprehensive listing of maximum fees used to pay providers. Most DME costs have also been paid on a fee schedule, but a transition to a competitive bidding process for certain DME began on January 1, 2011, with implementation in nine geographic areas. On July 1, 2013, competitive bidding was expanded to cover about 100 geographic areas in all, and a national mail-order program for diabetic testing supplies was also implemented. By July 1, 2016, for included DME, all areas of the country will be subject to competitive bidding or to payments based on the competitively bid rates. In general, the prospective payment systems and fee schedules used for Part A and non-physician Part B services are increased each year either by indices related to the “market basket” of goods and services that the provider must purchase or by indices related to the Consumer Price Index (CPI). These indices vary by type of provider. The Affordable Care Act mandates reductions in most of these payment updates. In most cases, the payment updates are reduced by stipulated amounts for 2010–2019 and are further and permanently reduced by growth in economy-wide productivity. Starting dates and amounts of reductions vary by provider. It is likely that the lower payment increases will not be viable in the long range. The best available evidence indicates that most health care providers cannot improve their productivity to this degree because of the labor-intensive nature of most of these services. For Part B, before 1992, physicians were paid on the basis of reasonable charge. This amount was initially defined as the lowest of (1) the physician’s actual charge, (2) the physician’s customary charge, or (3) the prevailing charge for similar services in that locality. Since January 1992, allowed charges have been defined as the lesser of (1) the submitted charges or (2) the amount determined by a fee schedule. Under 1997 legislation, the fee schedule was to be updated each year by a Sustainable Growth Rate (SGR) system that would limit changes in physician payments according to changes in selected program and national economic factors. However, from 2003 to 2015, Congress repeatedly postponed significant physician fee reductions scheduled under the SGR system.

The Medicare Access and CHIP Reauthorization Act of 2015 permanently repealed SGR and replaced it with a new annual payment update system. A reduction in payment rates that was scheduled to begin on April 1, 2015 under SGR was averted; payment updates for all future years were prescribed; and incentive payments for later years, based on participation by individual physicians in an alternative payment model program or on performance under the merit-based incentive payment system, were set forth in the law. Although scheduled updates in the new system’s first several years provide a much more plausible expectation for physician payments than did those of the SGR system, the specified rate updates are not expected to keep up with underlying physician costs in the long term. If a doctor or supplier agrees to accept the Medicareapproved rate as payment in full (“takes assignment”), then payments provided must be considered as payments in full for that service. The provider may not request any added payments (beyond the initial annual deductible and coinsurance) from the beneficiary or insurer. If the provider does not take assignment, the beneficiary will be charged for the excess (which may be paid by Medigap insurance). Limits now exist on the excess that doctors or suppliers can charge. Physicians are “participating physicians” if they agree before the beginning of the year to accept assignment for all Medicare services they furnish during the year. Since beneficiaries in the original Medicare fee-for-service program may select their doctors, they can choose participating physicians. Medicare Advantage plans and their precursors have generally been paid on a capitation basis, meaning that a fixed, predetermined amount per month per member is paid to the plan, without regard to the actual number and nature of services used by the members. The specific mechanisms to determine the payment amounts have changed over the years. In 2006, Medicare began paying capitated payment rates to plans based on a competitive bidding process. For Part D, each month for each plan member, Medicare pays stand-alone PDPs and the prescription drug portions of Medicare Advantage plans their risk-adjusted bid, minus the enrollee premium. Plans also receive payments representing premiums and cost-sharing amounts for certain low-income beneficiaries for whom these items are reduced or waived. Under the reinsurance provision, plans receive payments for 80 percent of costs in the catastrophic coverage category. To help them gain experience with the Medicare population, Part D plans are protected by a system of “risk corridors” that allow Medicare to assist with unexpected costs and share in unexpected savings. The risk corridors became less protective after 2007.

Under Part D, Medicare provides certain subsidies to employer and union PDPs that continue to offer coverage to Medicare retirees and meet specific criteria in doing so. These previously tax-exempt retiree drug subsidy (RDS) payments became taxable under the Affordable Care Act beginning in 2013.

Claims Processing Since the inception of Medicare, fee-for-service claims have been processed by nongovernment organizations or agencies under contract to serve as the fiscal agent between providers and the federal government. These entities apply the Medicare coverage rules to determine appropriate reimbursement amounts and make payments to the providers and suppliers. Their responsibilities also include maintaining records, establishing controls, safeguarding against fraud and abuse, and assisting both providers and beneficiaries as needed. Before the enactment of the MMA in 2003, contractors known as fiscal intermediaries processed Part A claims for institutional services, including claims for inpatient hospital, SNF, HHA, and hospice services. They also processed outpatient hospital claims for Part B. Similarly, contractors known as carriers handled Part B claims for services by physicians and medical suppliers. By law, the Centers for Medicare & Medicaid Services (CMS) was required to select fiscal intermediaries from among companies that were nominated by health care provider associations and to select carriers from among health insurers or similar companies. The MMA mandated the replacement of that system with a new system of entities known as Medicare Administrative Contractors (MACs). Each MAC processes and pays fee-for-service claims for both Part A and Part B services to all providers and suppliers within its geographic jurisdiction. MACs are selected through a competitive procedure. This new system is intended to improve Medicare services to beneficiaries, providers, and suppliers, who now have a single point of contact for all claims-related business. CMS will evaluate MACs based in part on customer satisfaction with their services. The new system enables the Medicare fee-forservice program to benefit from economies of scale and competitive performance contracting. The transition from fiscal intermediaries and carriers to MACs began in 2005, and the last intermediary and carrier contracts ended in September 2013. Under the initial implementation of the MAC system, Part A and Part B claims were processed by fifteen “A/B MACs,” with the exception of (1) DME claims, which were processed by four specialty MACs, and (2) home health and hospice claims, which were processed by four other specialty MACs. CMS is in the process of consolidating Annual Statistical Supplement, 2015 ♦ 45

the A/B MAC jurisdictions from fifteen to ten. As of August 2015, there are twelve A/B MACs, and the four home health and hospice MACs have been integrated into A/B MAC jurisdictions. Claims for services provided by Medicare Advantage plans (that is, claims under Part C) are processed by the plans themselves. Part D plans are responsible for processing their claims, akin to Part C. However, because of the “true out-of-pocket” provision discussed previously, CMS has contracted the services of a facilitator, who works with CMS, Part D drug plans (stand-alone PDPs and the prescription drug portions of Medicare Advantage plans), and carriers of supplemental drug coverage to coordinate benefit payments and track the sources of costsharing payments. Claims under Part D also have to be submitted by the plans to CMS, so that certain payments based on actual experience (such as payments for lowincome cost-sharing and premium subsidies, reinsurance, and risk corridors) can be determined. Because of its size and complexity, Medicare is vulnerable to improper payments, ranging from inadvertent errors to outright fraud and abuse. Although providers are responsible for submitting accurate claims, and MACs are responsible for ensuring that only such claims are paid, there are additional groups whose duties include the prevention, reduction, and recovery of improper payments. Quality improvement organizations (QIOs, formerly called peer review organizations or PROs) are groups of practicing health care professionals who are paid by the federal government to improve the effectiveness, efficiency, economy, and quality of services delivered to Medicare beneficiaries. One function of QIOs is to ensure that Medicare pays only for services and goods that are reasonable and necessary and that are provided in the most appropriate setting. The ongoing effort to address improper payments intensified after enactment of the Health Insurance Portability and Accountability Act (HIPAA) of 1996 (Public Law 104-191), which created the Medicare Integrity Program (MIP). The MIP provides CMS with dedicated funds to identify and combat improper payments, including those caused by fraud and abuse, and, for the first time, allows CMS to award contracts competitively with entities other than carriers and intermediaries to conduct these activities. MIP funds are used for (1) audits of cost reports, which are financial documents that hospitals and other institutions are required to submit annually to CMS; (2) medical reviews of claims to determine whether services provided are medically reasonable and necessary; (3) determinations of whether Medicare or other insurance 46 ♦ Annual Statistical Supplement, 2015

sources have primary responsibility for payment; (4) identification and investigation of potential fraud cases; and (5) education to inform providers about appropriate billing procedures. In addition to creating the MIP, HIPAA established a fund to provide resources for the Department of Justice—including the Federal Bureau of Investigation—and the Office of Inspector General (OIG) within the Department of Health and Human Services (HHS) to investigate and prosecute health care fraud and abuse. The Deficit Reduction Act (DRA) of 2005 (Public Law 109-171) established and funded the Medicare-Medicaid Data Match Program, which is designed to identify improper billing and utilization patterns by matching Medicare and Medicaid claims information. As is the case under the MIP, CMS can contract with third parties. The funds also can be used (1) to coordinate actions by CMS, the states, the Attorney General, and the HHS OIG to prevent improper Medicaid and Medicare expenditures and (2) to increase the effectiveness and efficiency of both Medicare and Medicaid through cost avoidance, savings, and the recoupment of fraudulent, wasteful, or abusive expenditures. The Affordable Care Act includes many provisions intended to improve the accuracy of payments and to link those payments to quality and efficiency in the Medicare program. One of the most important provisions establishes the Center for Medicare and Medicaid Innovation (CMMI) in CMS to test innovative payment and service delivery models, with the goal of reducing Medicare, Medicaid, and the Children’s Health Insurance Program (CHIP) expenditures while preserving or enhancing quality of care.

Administration HHS has the overall responsibility for administration of the Medicare program. Within HHS, responsibility for administering Medicare rests with CMS. The Social Security Administration (SSA) assists, however, by initially determining an individual’s Medicare entitlement, by withholding Part B premiums from the Social Security benefit checks of most beneficiaries, and by maintaining Medicare data on the Master Beneficiary Record, which is SSA’s primary record of beneficiaries. The MMA requires SSA to undertake a number of additional Medicare-related responsibilities, including making low-income subsidy determinations under Part D, notifying individuals of the availability of Part D subsidies, withholding Part D premiums from monthly Social Security cash benefits for beneficiaries who request such an arrangement, and, for 2007 and later, determining the individual’s Part B premium if the Part B income-related monthly adjustment applies. For 2011 and later, the Affordable Care Act requires SSA to

determine the individual’s Part D premium if the Part D income-related monthly adjustment applies. The Internal Revenue Service (IRS) in the Department of the Treasury collects the Part A payroll taxes from workers and their employers. IRS data, in the form of income tax returns, play a role in determining which Part D enrollees are eligible for low-income subsidies (and to what degree) and which Part B and Part D enrollees are subject to the income-related monthly adjustment amounts in their premiums (and to what degree). A Medicare Board of Trustees, composed of two appointed members of the public and four members who serve by virtue of their positions in the federal government, oversees the financial operations of the HI and SMI trust funds. The Secretary of the Treasury is the managing trustee. Each year, around the first day of April, the Board of Trustees reports to Congress on the financial and actuarial status of the Medicare trust funds. State agencies (usually state health departments under agreements with CMS) identify, survey, and inspect provider and supplier facilities and institutions wishing to participate in the Medicare program. In consultation with CMS, these agencies then certify the facilities that are qualified.

Medicare Financial Status Medicare is the largest health care insurance program— and the second-largest social insurance program—in the United States. Medicare is also complex, and it faces a number of financial challenges in both the short term and the long term. These challenges include: • The solvency of the HI trust fund, which fails the Medicare Board of Trustees’ test of short-range financial adequacy. Current trust fund assets are insufficient to meet 100 percent of projected annual expenditures and are not expected to attain the 100 percent level under the Trustees’ intermediate assumptions. • The long-range health of the HI trust fund, as the trust fund fails the Trustees’ long-range test of close actuarial balance. • The rapid growth projected for SMI costs as a percent of Gross Domestic Product. (The Part B and Part D accounts in the SMI trust fund are automatically in financial balance—in both the short range and the long range—since premiums and general revenue financing rates are reset each year to match estimated costs. However, the rapid growth of the SMI expenditures nevertheless places steadily increasing demands on beneficiaries and taxpayers.) • The likelihood that the lower payment rate updates to most categories of Medicare providers for 2011 and

later, as mandated by the Affordable Care Act, will not be viable in the long range. • The likelihood that the payment rates specified under the new Part B update system will not keep up with underlying physician costs in the long term, which could reduce access to or quality of physician services for beneficiaries; or that Congress will override the specified updates (as repeatedly occurred for the SGR system updates), which would in turn lead to higher costs. A detailed description of these issues is beyond the scope of this summary. For more information, see the Medicare Trustees Report (https://www.cms.gov /Research-Statistics-Data-and-Systems/Statistics -Trends-and-Reports/ReportsTrustFunds/index.html).

Data Summary The Medicare program covers most of our nation’s aged population, as well as many people who receive Social Security disability benefits. In 2014, Part A covered over 53 million enrollees with benefit payments of $264.9 billion, Part B covered over 49 million enrollees with benefit payments of $261.9 billion, and Part D covered over 40 million enrollees with benefit payments of $77.7 billion. Administrative costs in 2014 were about 1.7 percent, 1.5 percent, and 0.5 percent of expenditures for Part A, Part B, and Part D, respectively. Total expenditures for Medicare in 2014 were $613.3 billion.

Medicare: History of Provisions This section is a summary of selected Medicare provisions, based on general interest, as of November 1, 2014. It should be used only as a broad overview of the history of the provisions of the Medicare program. This section does not render any legal, accounting, or other professional advice and is not intended to explain fully all the provisions and exclusions of the relevant laws, regulations, and rulings of the Medicare program. Original sources of authority should be researched and utilized. Insured Status Entitlement to Medicare Part A (also known as Hospital Insurance, or HI) Benefits 1965. Individual aged 65 or older entitled to monthly benefits under the Social Security or Railroad Retirement program, or aged 65 before 1968, or 3 quarters of coverage (QC) after 1965 and before attainment of age 65. 1967. Three QC for each year after 1966 and before attainment of age 65. Annual Statistical Supplement, 2015 ♦ 47

1972. Disabled individual, under age 65, entitled to disability benefits for 24 consecutive months under the Social Security or Railroad Retirement program (excludes spouses and children of disabled individuals). Individual under age 65 who has end-stage renal disease (ESRD) and who is either fully or currently insured, or is entitled to monthly benefits under the Social Security or Railroad Retirement program, or is the spouse or dependent child of such an insured individual or beneficiary. Entitlement begins on the first day of the third month following the initiation of a course of renal dialysis and ends with the 12th month following the month in which either the dialysis terminates or the individual has a renal transplant. Individual aged 65 or older enrolled in the Part B program who is not otherwise entitled to HI benefits, upon voluntary participation with payment of HI premium. 1980. Individual who would be entitled to monthly benefits under the Social Security or Railroad Retirement program if application were made. Disabled individual under age 65 entitled to disability benefits for at least 24 months, not necessarily consecutive, under the Social Security or Railroad Retirement program. Coverage extended for up to 36 months for disabled individuals whose disability continues but whose monthly benefit ceased because they engaged in substantial gainful activity. Second waiting period eliminated if a former disabled-worker beneficiary becomes entitled again within 5 years (7 years for disabled widows and widowers and disabled children aged 18 or older). 1982. Federal employees covered under HI on the basis of QC for earnings as federal employees or on the basis of deemed QC for earnings as federal employees before 1983. 1983. Employees of nonprofit organizations, effective January 1, 1984. 1986. Mandatory coverage for state and local government employees not covered under Social Security and hired after March 31, 1986. 1987. Second waiting period eliminated if a former disabled beneficiary becomes entitled again (no time limit). 1989. Disabled individuals under age 65 who are no longer entitled to Social Security disability benefits because their earnings exceeded the substantial gainful activity level have the option to purchase Medicare coverage by paying the HI and Supplementary Medical Insurance (SMI) Part B premiums. 48 ♦ Annual Statistical Supplement, 2015

2000. The 24-month waiting period (otherwise required for an individual to establish Medicare eligibility on the basis of a disability) is waived for persons with amyotrophic lateral sclerosis, effective July 1, 2001. The entitlement to Medicare begins with the first month of the Social Security Administration’s determination of eligibility for Disability Insurance benefits. 2010. Individuals in the vicinity of Libby, Montana who are diagnosed with an asbestos-related condition are Medicare-eligible beginning March 30, 2010. Medicare eligibility could also apply to individuals in other areas who are diagnosed with a medical condition caused by exposure to a public health hazard for which a future public health emergency is declared under the Comprehensive Environmental Response, Compensation, and Liability Act of 1980. Entitlement to Medicare Part B (also known as Supplementary Medical Insurance Part B Account, or SMI Part B) Benefits 1965. U.S. resident (citizen or lawfully admitted alien with 5 years continuous residence) aged 65 or older or any individual entitled to HI benefits, upon voluntary participation with payment of Part B premium. 1972. Individual under age 65 entitled to HI benefits, upon voluntary participation with payment of Part B premium. Entitlement to Medicare Part D (also known as Supplementary Medical Insurance Part D Account, or SMI Part D) Benefits 2003. For temporary Medicare-endorsed prescription drug discount card program (as a prelude to the new Part D prescription drug program), individual entitled or enrolled under Part A or enrolled in Part B, except those enrolled in Medicaid and entitled to Medicaid outpatient drug coverage, upon voluntary participation with payment of up to $30 annual enrollment fee. Under a Transitional Assistance provision, a drug card-eligible beneficiary whose income does not exceed 135 percent of the federal poverty level and does not have third-party prescription drug coverage is entitled to further benefits. Enrollment begins in May 2004, access to discounts begins in June 2004, and program phases out as drug benefit becomes available in 2006 (see next entry). Beginning January 1, 2006, individual entitled to benefits under Part A or enrolled under Part B, upon voluntary enrollment (including payment of Part D premium, if applicable) in either a stand-alone PDP or an integrated Medicare Advantage plan that offers Part D coverage in its benefit package.

Medicare Benefits Under Part A 1965. In each benefit period, inpatient hospital services, 90 days. Includes semiprivate accommodations, operating room, hospital equipment (including renal dialysis), laboratory tests and X-ray, drugs, dressings, general nursing services, and services of interns and residents in medical osteopathic or dentistry training. Inpatient psychiatric hospital care limited to 190-day lifetime maximum. Outpatient hospital diagnostic services. Post-hospital extended-care services, 100 days (including physical, occupational, and speech therapy). Post-hospital home health services, 100 visits. Deductible and coinsurance provisions (see Table 2.C1). 1967. Lifetime reserve of 60 additional days of inpatient hospital services. Outpatient hospital diagnostic services transferred to SMI. 1972. Services of interns and residents in podiatry training. 1980. Unlimited home health visits in a year. Requirement for prior hospitalization eliminated. Home health services provided for up to 4 days a week and up to 21 consecutive days. Alcohol detoxification facility services. 1981. Part A coinsurance is based on the deductible for the calendar year in which services are received rather than the deductible in effect at the time the beneficiary’s spell of illness began, starting in 1982. Alcohol detoxification facility services eliminated. 1982. Beneficiaries expected to live 6 months or less may elect to receive hospice care benefits instead of other Medicare benefits. May elect maximum of two 90-day and one 30-day hospice care periods, effective November 1, 1983, to October 1, 1986. 1984. For DME provided by home health agencies, the payment amount is reduced from 100 percent of costs to 80 percent of reasonable charges. 1986. Set the Part A deductible for 1987 at $520 with resulting increases in cost sharing. Increased the Part A deductible annually by the applicable percentage increase in the hospital prospective payment rates. Hospice care benefit (enacted in 1982) made permanent. 1987. Specifies in law that to be eligible for home health care, a Medicare beneficiary must have a restricted ability to leave the home, requiring the assistance of another or the aid of a supportive device (such as crutches, a cane, a wheelchair, or a walker).

1988. Enrollee pays annual hospital deductible (set at $560 for 1989) and Medicare pays balance of covered charges, regardless of the number of days of hospitalization (except for psychiatric hospital care, which is still limited by 190-day lifetime maximum). The number of days in a skilled nursing facility (SNF) changed to 150 per year. Deletes the requirement for a prior hospital stay of 3 or more consecutive days. Expands home health care to provide care for less than 7 days per week and up to 38 consecutive days. Hospice care extended beyond 210 days when beneficiary is certified as terminally ill. All 1988 provisions became effective January 1, 1989. 1989. The spell of illness and benefit period coverage of laws before 1988 return to the determination of inpatient hospital benefits in 1990 and later. After the deductible is paid in benefit period, Medicare pays 100 percent of covered costs for the first 60 days of inpatient hospital care. Coinsurance applies for the next 30 days in a benefit period. The requirement for a prior hospital stay of 3 or more consecutive days is reinstated for SNF services. Coverage returns to 100 days post-hospital care per spell of illness with a daily coinsurance rate in effect for days 21 through 100. Home health services return to a limit of 21 consecutive days of care. Provision providing for home health care for fewer than 7 days per week continued due to a court decision. Hospice care is returned to a lifetime limit of 210 days. 1990. Hospice care is extended beyond 210 days when beneficiary is certified as terminally ill. 1997. Home health services not associated with a hospital or SNF stay for individuals enrolled in both HI and SMI are transferred from the HI program to the SMI program, effective January 1998. The HI program will continue to cover the first 100 visits following a hospital stay of at least 3 consecutive days or an SNF stay. The cost to the SMI trust fund of the transferred services will phase in over a 6-year period (that is, the HI trust fund will transfer funds to the SMI trust fund during that period). Limits on the number of hours and days that home health care can be provided have been clarified. Part-time now defined as skilled nursing and home health aide services (combined) furnished any number of days per week, for less than 8 hours per day and 28 or fewer hours per week. Intermittent now defined as skilled nursing care provided for fewer than 7 days each week, or less than 8 hours each day (combined) for 21 days or less. Annual Statistical Supplement, 2015 ♦ 49

Hospice benefit periods are restructured to include two 90-day periods, followed by an unlimited number of 60-day periods. Medicare coverage provided for a number of prevention initiatives, most of which are covered under SMI program. HI program affected mainly by two of the initiatives: (1) annual prostate cancer screening for male beneficiaries aged 50 or older, effective January 1, 2000, and (2) colorectal screening procedures, including fecal-occult blood tests and flexible sigmoidoscopies, for beneficiaries aged 50 or older, colonoscopy for beneficiaries at high risk for colorectal cancer, and other procedures, including screening barium enemas under certain circumstances. 2000. The homebound criterion for home health services is clarified to specify that beneficiaries who require home health services may attend adult day care for therapeutic, psychosocial, or medical treatment and still remain eligible for the home health benefit. Homebound beneficiaries may also attend religious services without being disqualified from receiving home health benefits. Screening colonoscopies are covered for all beneficiaries, not just for those at high risk, beginning July 1, 2001. For persons not at high risk, a screening colonoscopy is covered 10 years after a previous one, or 4 years after a screening flexible sigmoidoscopy. (See 1997.) Under Part B 1965. Physician and surgeon services. In-hospital services of anesthesiologists, pathologists, radiologists, and psychiatrists. Limited dental services. Home health services, 100 visits in calendar year. Other medical services including various diagnostic tests, limited ambulance services, prosthetic devices, rental of DME used at home (including equipment for dialysis), and supplies used for fractures. For deductible and coinsurance provisions, see Table 2.C1. Beginning in 1966, the beneficiary pays a $50 deductible, with a 3-month carryover provision. 1967. Outpatient hospital diagnostic services transferred from HI. Includes physical therapy services in a facility. Purchase of DME. 1972. Physical therapy services furnished by a therapist in his or her office or individual’s home (calendar year limit of $100). Chiropractor services (limited to manual manipulation of the spine). Outpatient services include speech pathology services furnished in, or under arrangements with, a facility or agency. Services of a doctor of optometry in furnishing prosthetic lenses. Beginning in 1973, the beneficiary pays a $60 deductible. 50 ♦ Annual Statistical Supplement, 2015

1977. Services in rural health clinics. 1980. Home health services. Deductible applicable to home health services is eliminated, effective July 1, 1981. Facility costs of certain surgical procedures performed in freestanding ambulatory surgical centers. Increase in annual limit for outpatient therapy from $100 to $500. Recognizes comprehensive outpatient rehabilitation facilities as Medicare providers. 1981. Beginning in 1982, the beneficiary pays a $75 deductible, with the carryover provision eliminated. 1984. Hepatitis B and pneumococcal vaccines and blood clotting factors and necessary supplies are included as Part B benefits. Debridement of mycotic toenails is limited. For outpatient physical therapy services, includes services of a podiatrist. For outpatient ambulatory surgery, includes services of a dentist and podiatrist furnished in his or her office. 1986. Includes vision care services furnished by an optometrist. For occupational therapy services, includes services furnished in an SNF (when Part A coverage has been exhausted), in a clinic, rehabilitation agency, public health agency, or by an independently practicing therapist. Includes outpatient (in addition to previously covered inpatient) immunosuppressive drugs for 1 year after covered transplant. Includes occupational therapy services provided in certain delivery settings. For ambulatory surgical procedures performed in ambulatory surgical centers, hospital outpatient departments, and certain physician offices, the Part B coinsurance and deductible are no longer waived. 1987. Increases the maximum payment for mental health services and includes outpatient mental health services provided by ambulatory hospital-based or hospital-affiliated programs under the supervision of a physician. Services provided by clinical social workers when furnished by risk-sharing HMOs and competitive medical plans, physician assistants in rural health manpower shortage areas, clinical psychologists in rural health clinics and community mental health centers, and certified nurse midwives. Coverage of outpatient immunosuppressive drugs (see 1986) is broadened and clarified to include

prescription drugs used in immunosuppressive therapy. Specifies in law that to be eligible for home health care, a Medicare beneficiary must have a restricted ability to leave the home, requiring the assistance of another or the aid of a supportive device (such as crutches, a cane, a wheelchair, or a walker). 1988. Beginning January 1, 1990, the beneficiary pays a $75 deductible and 20 percent coinsurance, but once out-of-pocket expenses for the deductible and coinsurance exceed $1,370, Medicare pays 100 percent of allowable charges for remainder of year. Beginning in 1991, Medicare pays 50 percent of the cost of outpatient prescription drugs above $600. When fully implemented in 1993, Medicare will pay 80 percent of prescription drug costs above a deductible that assumes that 16.8 percent of Part B enrollees will exceed the deductible. Certain prescription drugs administered in an outpatient or home setting, including immunosuppressive drugs (previously covered for 1 year after a covered transplant), home intravenous drugs, and certain others, will be covered in 1990 under a new prescription drug provision. 1989. Provisions enacted in 1988 and to begin in 1990 and 1991 are repealed, and benefits are restored to levels in effect before January 1, 1989. Limits on mental health benefits eliminated in 1990. Coverage extended to services of clinical psychologists and social workers. The annual payment limits of $500 per beneficiary for outpatient physical therapy services and outpatient occupational therapy services, each, are raised to $750 for 1990 and later. (See 1980.) 1990. Beginning in 1991, routine mammography screenings are covered. The Part B deductible is set at $100 in 1991 and subsequent years. Beginning in 1992, physicians’ services are reimbursed on a fee-schedule basis. 1993. Includes coverage of oral, self-administered anticancer drugs. Lengthens the coverage period for immunosuppressive drugs after a transplant to 18 months in 1995, 24 months in 1996, 30 months in 1997, and 36 months thereafter. (See 1986.) The annual payment limits of $750 per beneficiary for outpatient physical therapy services and outpatient occupational therapy services, each, are raised to $900 for 1994 and later. (See 1989.)

1997. Home health services not associated with a hospital or SNF stay for individuals enrolled in both HI and SMI are transferred from the HI program to the SMI program, effective January 1998. The HI program will continue to cover the first 100 visits following a hospital stay of at least 3 consecutive days or an SNF stay. The cost to the SMI trust fund of the transferred services will phase in over a 6-year period, while the cost of the home health services will phase into the SMI premium over 7 years. Coverage provided for a number of prevention initiatives, including (1) annual screening mammograms for female beneficiaries aged 40 or older, with SMI deductible waived; (2) screening pap smear and pelvic exam (including clinical breast exam) every 3 years or annually for beneficiaries at higher risk, with SMI deductible waived; (3) annual prostate cancer screening for male beneficiaries aged 50 or older, effective January 1, 2000; (4) colorectal screening procedures, including fecal occult blood tests and flexible sigmoidoscopies, for beneficiaries aged 50 or older, colonoscopy for beneficiaries at high risk for colorectal cancer, and other procedures, including screening barium enemas under certain circumstances; (5) diabetes outpatient self-management training in nonhospital-based programs (previously covered in hospital-based programs only) and blood glucose monitors and testing strips for all diabetics (previously provided for insulin-dependent diabetics only), effective July 1, 1998; (6) procedures to identify bone mass, detect bone loss, or determine bone quality for certain qualified beneficiaries, at frequencies determined by the secretary of Health and Human Services, effective July 1, 1998. Beginning January 1999, an annual beneficiary limit of $1,500 will apply to all outpatient physical therapy services, except for services furnished by a hospital outpatient department. A separate $1,500 limit will also apply to outpatient occupational therapy services, except for services furnished by hospital outpatient departments. Beginning with 2002, these caps will be increased by the percentage increase in the Medical Economic Index. (See 1993.) 1999. The coverage period for immunosuppressive drugs after a transplant is lengthened to 44 months, for individuals who exhaust their 36 months of coverage in 2000. For those exhausting their 36 months of coverage in 2001, at least 8 more months will be covered. (The secretary of Health and Human Services will specify the increase, if any, beyond 8 months.) For those exhausting their 36 months of coverage in 2002, 2003, or 2004, the number of additional months may be more or fewer than 8. (The secretary will specify the increase for each of these years.) (See 1993.) Annual Statistical Supplement, 2015 ♦ 51

The annual payment limits of $1,500 per beneficiary for outpatient physical therapy services and outpatient occupational therapy services, each, for services furnished by independent practitioners (that is, not by a hospital outpatient department) are suspended for 2000 and 2001. (See 1997.) 2000. Coverage for screening pap smears and pelvic exams (including a clinical breast exam) is provided every 2 years (increased from every 3 years) beginning July 1, 2001. (Annual coverage continues for beneficiaries at higher risk, and SMI deductible continues to be waived.) (See 1997.) Annual coverage of glaucoma screenings is provided for certain high-risk beneficiaries, effective January 1, 2002. Screening colonoscopies are covered for all beneficiaries, not just for those at high risk, beginning July 1, 2001. For persons not at high risk, a screening colonoscopy is covered 10 years after a previous one, or 4 years after a screening flexible sigmoidoscopy. (See 1997.) Coverage is provided for medical nutrition therapy services under certain circumstances for beneficiaries who have diabetes or a renal disease, effective January 1, 2002. The amount of a beneficiary’s copayment for a procedure in a hospital outpatient department is limited, beginning April 1, 2001, to the hospital inpatient deductible applicable for that year. Also, the secretary of Health and Human Services must reduce the effective copayment rate for outpatient services to a maximum rate of 57 percent in 2001 (for services received after April 1), 55 percent in 2002 and 2003, 50 percent in 2004, 45 percent in 2005, and 40 percent in 2006 and later. Time and budget limitations are removed on the coverage of immunosuppressive drugs, making coverage of these drugs a permanent benefit for beneficiaries who have received a covered organ transplant. (See 1999.) The annual payment limits of $1,500 per beneficiary for outpatient physical therapy services and outpatient occupational therapy services, each, for services provided by independent practitioners (that is, not by a hospital outpatient department), which were suspended for 2000 and 2001, are also suspended for 2002. (See 1999.) The homebound criterion for home health services is clarified to specify that beneficiaries who require home health services may attend adult day care for therapeutic, psychosocial, or medical treatment and still remain eligible for the home health benefit. Homebound beneficiaries may also attend religious 52 ♦ Annual Statistical Supplement, 2015

services without being disqualified from receiving home health benefits. 2003. The Part B deductible remains at $100 through 2004 and increases to $110 in 2005. Beginning in 2006, it will be increased each year by the annual percentage increase in the Part B aged actuarial rate. A one-time, initial preventive physical exam is covered within 6 months of a beneficiary’s first coverage under Part B, beginning January 1, 2005, for beneficiaries whose Part B coverage begins on or after that date. Certain screening blood tests are covered for the early detection of cardiovascular disease and abnormalities associated with elevated risk for such disease, including certain tests for cholesterol and other lipid or triglyceride levels, effective January 1, 2005, under frequency standards to be established (but not to exceed once every 2 years). Diabetes screening tests, including a fasting plasma glucose test and other such tests determined appropriate by the secretary of Health and Human Services, are covered for beneficiaries at risk for diabetes, beginning January 1, 2005, under frequency standards to be established (but not to exceed two times per year). 2005. The colorectal screening benefit (see 1997 and 2000) is exempt from the Part B deductible, effective January 2007. Exceptions to the financial limits on therapy services not provided by a hospital outpatient department are allowed for services furnished in 2006, if such services are determined to be medically necessary. (See 1997, 1999, and 2000.) 2006. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through December 31, 2007. (See 2005.) 2007. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through July 1, 2008. (See 2005 and 2006). 2008. For outpatient mental health services, the percentage of approved charges for which the beneficiary is liable phases down from 50 percent to 20 percent, over the 5-year period 2010–2014. For the one-time, initial preventive examination (see 2003), the Part B deductible is waived, the eligibility period is extended from 6 months to 1 year after enrollment in Part B, measurement of body mass index is covered, and, upon agreement with the beneficiary, end-of-life planning is covered. Effective January 1, 2009.

Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through December 31, 2009. (See 2005, 2006, and 2007.) 2009. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through March 31, 2010. (See 2005, 2006, 2007, and 2008.) 2010. An annual wellness visit to develop or update a personalized prevention plan is covered, with no beneficiary cost sharing, effective January 1, 2011. Beneficiary cost sharing is eliminated for preventive services recommended with a grade of A or B by the U.S. Preventive Services Task Force, and the Part B deductible is waived for colorectal cancer screening tests, both effective January 1, 2011. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through December 31, 2011. (See 2005, 2006, 2007, 2008, and 2009.) 2011. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through February 29, 2012. (See 2005, 2006, 2007, 2008, 2009, and 2010.) 2012. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through December 31, 2012. (See 2005, 2006, 2007, 2008, 2009, 2010, and 2011.) 2013. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through March 31, 2014. (See 2005, 2006, 2007, 2008, 2009, 2010, 2011, and 2012.) 2014. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through March 31, 2015. (See 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, and 2013.) 2015. Exceptions to the financial limits on nonhospital therapy services when deemed medically appropriate are extended through December 31, 2017. (See 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, and 2014.) Under Parts A and B 1965. Requires that Medicare be secondary payer to benefits provided by liability insurance policies or under no-fault insurance. 1981. Requires that Medicare be secondary payer to employer-based group health plans for beneficiaries entitled to Medicare solely on the basis of end-stage renal disease (ESRD) for up to 12 months.

1982. For workers and their spouses aged 65 to 69, Medicare is the secondary payer when benefits are provided under an employer-based group health plan (applicable to employers with 20 or more employees who sponsor or contribute to the group plan). Health maintenance organizations (HMOs) will be authorized as providers of benefits. The secretary of Health and Human Services must certify the prospective payment mechanism for HMOs before implementation. 1984. Medicare secondary-payer provisions are extended to spouses aged 65 to 69 of workers under age 65 whose employer-based group health plan covers such spouses. For HMOs, includes medical and other health services furnished by clinical psychologists. 1985. Provides payment for liver transplant services. 1986. Extends the working-age, secondary-payer provision to cover workers and their spouses beyond age 69. For HMOs that offered organ transplants as a basic health service on April 15, 1985, such services may be offered from October 1, 1985, through April 1, 1988. For disabled individuals who are covered by employer-based health plans (with at least 100 employees), Medicare is the secondary payer, effective for the period from 1987 to 1991. 1987. Requires HMOs and competitive medical plans that cease to contract with Medicare to provide or arrange supplemental coverage of benefits related to preexisting conditions for the lesser of 6 months or the duration of an exclusion period. Specifies in law that to be eligible for home health care, a Medicare beneficiary must have a restricted ability to leave the home, requiring the assistance of another or the aid of a supportive device (such as crutches, a cane, a wheelchair, or a walker). Clarifies that the secondary-payer provision for disabled individuals covered under employer-based health plans for employers with at least 500 employees applies to employers who are government entities. 1990. Requires that Medicare be the secondary payer to employer-based group health plans for beneficiaries entitled to Medicare solely on the basis of ESRD for up to 18 months (extended from 12 months), effective February 1, 1991, to January 1, 1996. The secondary-payer provision for disabled beneficiaries covered under large employer plans (see 1986) is effective through September 30, 1995. Annual Statistical Supplement, 2015 ♦ 53

1993. The secondary-payer provision for disabled beneficiaries covered under large employer plans is effective through September 30, 1998. The secondary-payer provision for beneficiaries with ESRD applies to all beneficiaries with end-stage renal disease, not only those entitled to Medicare solely on the basis of ESRD. The extension to include the first 18 months of an individual’s entitlement on the basis of ESRD is effective through September 30, 1998. 1996. The Medicare Integrity Program (MIP) is created, providing dedicated funds to identify and combat improper payments, including those caused by fraud and abuse, and, for the first time, allowing for contracts to be awarded competitively to entities other than carriers and intermediaries to conduct these activities. 1997. Established an expanded set of options for the delivery of health care under Medicare, referred to as Medicare+Choice (and also known as “Medicare Part C”). All Medicare beneficiaries can receive their Medicare benefits through the original fee-forservice program. In addition, most beneficiaries can choose instead to receive their Medicare benefits through one of the following Medicare+Choice plans: (1) coordinated care plans (such as HMOs, provider-sponsored organizations, and PPOs), (2) Medical Savings Account (MSA)/High Deductible plans (through a demonstration available for up to 390,000 beneficiaries), or (3) private fee-for-service plans. Except for MSA plans, all Medicare+Choice plans are required to provide the current Medicare benefit package (excluding hospice services) and any additional health services required under the adjusted community rate (ACR) process. MSA plans provide Medicare benefits after a single high deductible is met, and enrollees receive an annual deposit in their medical savings account. Transition rules for current Medicare HMO program also provided. (See also HMO provision of 1982.) The provision making Medicare the secondary payer for disabled beneficiaries covered under large employer plans, previously scheduled to expire September 30, 1998, made permanent. The provision making Medicare the secondary payer for the first 12 months of entitlement because of ESRD, which had been extended on a temporary basis (through September 30, 1998) to include the first 18 months of entitlement, has been extended, permanently, to include the first 30 months of entitlement on the basis of ESRD. 2003. Medicare+Choice is renamed Medicare Advantage. (It is still sometimes referred to as “Medicare Part C.”) As before, beneficiaries enrolled in both Part A and 54 ♦ Annual Statistical Supplement, 2015

Part B can receive their Medicare benefits through the original fee-for-service program; most can opt instead to use a Medicare Advantage plan in their area. Medicare Advantage plans include (1) Medicare Managed Care plans (like HMOs), (2) Medicare Preferred Provider Organization plans (PPOs), (3) Private Fee-for-Service plans, and (4) Medicare Specialty plans (available in some areas to provide Medicare benefits for certain people with special needs, such as beneficiaries in institutions). Beginning in 2006, Medicare Advantage plan choices will be expanded to include regional PPOs. Participating regional PPOs will be required to serve an entire region (10 to 50 regions are to be established), and there are provisions to encourage plan participation. Regional PPOs must have a single deductible for benefits under Parts A and B, and they must include catastrophic limits for out-of-pocket expenditures. Beginning in 2006, the adjusted community rate (ACR) process for determining plan payments is replaced by a competitive bidding process. (Historical reference points to this item include the Medicare+Choice provision of 1997 and the HMO provision of 1982, both of which are displayed in this section.) 2007. Group health plans are required to provide information identifying situations in which the plan is, or has been, primary to Medicare, effective January 2009. Effective June 2009, liability insurance, no-fault insurance, and workers’ compensation plans must submit specific information to enable appropriate determinations concerning coordination of benefits and any applicable recovery claims. Under Part D 2003. Under temporary Medicare-endorsed prescription drug discount card program, for eligible beneficiaries voluntarily enrolling and paying up to $30 annually, discounts on certain prescription drugs, as specified by card sponsors. Under Transitional Assistance provision, eligible beneficiaries whose incomes do not exceed 135 percent of the federal poverty level and do not have third-party prescription drug coverage are eligible for (1) financial assistance of up to $600 per year for purchasing prescription drugs and (2) a subsidized enrollment fee under the temporary Medicare-endorsed prescription drug discount card program. Enrollment begins in May 2004, access to discounts begins in June 2004, and program phases out as drug benefit becomes available in 2006 (see next entry). Beginning January 1, 2006, upon voluntary enrollment in either a stand-alone PDP or an integrated Medicare Advantage plan that offers Part D coverage in its benefit, subsidized prescription drug coverage. Most FDA-approved drugs and biologicals are

covered. However, plans may set up formularies for their drug coverage, subject to certain statutory standards. (Drugs currently covered in Parts A and B remain covered there.) Part D coverage can consist of either standard coverage or an alternative design that provides the same actuarial value. (For an additional premium, plans may also offer supplemental coverage exceeding the value of basic coverage.) Standard Part D coverage is defined for 2006 as having a $250 deductible, with 25 percent coinsurance (or other actuarially equivalent amounts) for drug costs above the deductible and below the initial coverage limit of $2,250. The beneficiary is then responsible for all costs until the $3,600 out-ofpocket limit (which is equivalent to total drug costs of $5,100) is reached. For higher costs, there is catastrophic coverage; it requires enrollees to pay the greater of 5 percent coinsurance or a small copay ($2 for generic or preferred multisource brand and $5 for other drugs). After 2006, these benefit parameters are indexed to the growth in per capita Part D spending (see Table 2.C1). In determining out-ofpocket costs, only those amounts actually paid by the enrollee or another individual (and not reimbursed through insurance) are counted; the exception is cost-sharing assistance from Medicare’s low-income subsidies (certain beneficiaries with low incomes and modest assets will be eligible for certain subsidies that eliminate or reduce their Part D premiums, costsharing, or both) and from State Pharmacy Assistance Programs. A beneficiary premium, representing 25.5 percent of the cost of basic coverage on average, is required (except for certain low-income beneficiaries, as previously mentioned, who may pay a reduced or no premium). For PDPs and the drug portion of Medicare Advantage plans, the premium will be determined by a bid process; each plan’s premium will be 25.5 percent of the national weighted average plus or minus the difference between the plan’s bid and the average. To help them gain experience with the Medicare population, plans will be protected by a system of risk corridors, which allow Part D to assist with unexpected costs and to share in unexpected savings; after 2007, the risk corridors became less protective. To encourage employer and union plans to continue prescription drug coverage to Medicare retirees, subsidies to these plans are authorized; the plan must meet or exceed the value of standard Part D coverage, and the subsidy pays 28 percent of the allowable costs associated with enrollee prescription drug costs between a specified cost threshold ($250 in 2006, indexed thereafter) and a specified cost limit ($5,000 in 2006, indexed thereafter). 2008. Part D plans are required to include two classes of drugs in their formularies: (1) benzodiazepines and (2) for the treatment of epilepsy, cancer, or chronic

mental disorder, barbiturates. Effective January 1, 2013. 2010. Beneficiaries who enter the coverage gap in 2010 receive a $250 rebate and, starting in 2011, beneficiaries receive a 50-percent discount on covered brand-name prescription drugs. (The dollar value of this discount counts toward out-of-pocket spending, even though the beneficiary does not pay it.) Additionally, reductions in beneficiary cost sharing for both brand-name and generic drugs during the coverage gap are to be phased in beginning in 2011, such that by 2020, the coverage gap will be closed, and beneficiaries will be responsible for 25 percent of their prescription drug costs (see Table 2.C1). Retiree drug subsidies paid to employers and unions that provide continued prescription drug coverage to Medicare retirees (and meet specific criteria in doing so) are taxable beginning in 2013. Medicare Financing Hospital Insurance Taxes See Table 2.A3. 2010. Beginning in 2013, an additional Part A payroll tax of 0.9 percent is collected on earned income exceeding $200,000 (for those filing income tax singly) and $250,000 (for those filing jointly). The earnings thresholds are not indexed. Appropriations from General Revenues 1965. For HI costs attributable to transitionally insured beneficiaries. For HI costs attributable to noncontributory wage credits granted for military service prior to 1957 (see Table 2.A2). For the Part B program, an amount equal to participant premiums. 1972. For cost of Part B not met by enrollee premiums. 1982. For HI costs attributable to beneficiaries having transitional entitlement based on Medicare-qualified federal employment. 1983. For HI taxes on noncontributory wage credits granted for military service (a) from the inception of HI program through 1983 and (b) on a current basis, annually, beginning in 1984 (see Table 2.A2). 2002. Eliminated for HI taxes on noncontributory wage credits granted for military service on a current basis, for all years after calendar year 2001 (see Table 2.A2). 2003. For Part D costs not met by enrollee premiums or otherwise, beginning in January 2006. (That is, Annual Statistical Supplement, 2015 ♦ 55

transfers from general revenues [plus smaller income sources, particularly the payments from states described below] will pay for (1) the 74.5 percent subsidy to PDPs and the prescription drug portion of Medicare Advantage plans [which remains after enrollee premiums of 25.5 percent, on average], in the form of a direct subsidy and reinsurance, and (2) for other Part D costs, such as low-income subsidies and subsidies to employers who provide qualifying drug coverage to their Medicare-eligible retirees.) Beginning January 2007, for Part B beneficiaries meeting certain income thresholds and thus paying income-related adjustment amounts in addition to their standard Part B premiums (see “Medicare Financing, Participant Premiums, 2003”), the per capita general revenue appropriations to Part B (see 1965 and 1972) are supposed to be reduced accordingly. 2010. Beginning January 2011, for Part D beneficiaries meeting certain income thresholds and thus paying income-related adjustment amounts in addition to their Part D premiums (see “Medicare Financing, Participant Premiums, 2010”), the per capita general revenue appropriations to Part D (see 2003) are supposed to be reduced accordingly. Participant Premiums See Table 2.C1. 1965. Part B enrollee premium rate (originally $3 per month) to be established annually such that it will pay one-half of program costs. 1972. Part B enrollee premium rate increase limited to rate of increase in OASDI cash benefits. HI premium (originally $33 per month) to be established annually. Only individuals not otherwise entitled to HI but desiring voluntary participation need to pay the HI premium. 1983. Part B enrollee premiums for July 1983 to December 31, 1983, frozen at premium level of June 30, 1983. Premiums for January 1, 1984, to December 31, 1985, set to cover 25 percent of aged program costs. 1984. Part B enrollee premiums for January 1, 1986, to December 31, 1987, will be set to cover 25 percent of aged program costs. Increases in the Part B premium may not exceed the dollar amount of the Social Security COLA. For calculating the amount of Part B premium surcharge for individuals aged 65–70 not previously enrolled in Part B, the number of years an individual did not enroll because of coverage by employer group health insurance will not be taken into account. 1985. Extends through calendar year 1988 the requirement that Part B premiums be set to 56 ♦ Annual Statistical Supplement, 2015

cover 25 percent of aged program costs and that increases in the Part B premium may not exceed the dollar amount of the Social Security COLA. Premium-paying individuals who do not purchase Part A coverage within a specific time after becoming eligible because of age are subject to a 10 percent penalty for each 12 months they are late in enrolling. There is a cutoff on the length of time these individuals will have to pay an enrollment penalty. The 10 percent premium penalty would be limited to twice the number of years enrollment was delayed. Therefore, if enrollment was delayed 1 year, the penalty would be assessed for 2 years. Individuals in this category and already enrolled will have the length of time the higher premium was paid credited to them. 1987. Extends through calendar year 1989 the provisions requiring that the Part B premium be set to cover 25 percent of aged program costs, prohibiting any increase in the premium if there is no Social Security COLA, and continuing to hold beneficiaries harmless from Social Security check reductions as a result of a premium increase. 1988. Increases in the Part B premium may not exceed the dollar amount of the Social Security COLAs for 1989 and beyond. 1989. Extends through calendar year 1990 the requirement that Part B premiums be set to cover 25 percent of aged program costs. 1990. The Part B premium is set at $29.90 in 1991, $31.80 in 1992, $36.60 in 1993, $41.10 in 1994, and $46.10 in 1995. 1993. Part B enrollee premiums for January 1, 1996, to December 31, 1998, will be set to cover 25 percent of aged program costs. 1997. The Part B premium is permanently set at 25 percent of program costs. 2003. Beginning January 2007, the Part B premium is increased for beneficiaries meeting certain income thresholds. (Beneficiaries with modified adjusted gross incomes under $80,000 will continue to pay premiums that are 25 percent of twice the actuarial rate. Actuarial rate is defined as one-half of the Part B expected monthly cost per enrollee. For beneficiaries with incomes greater than $80,000 and less than or equal to $100,000, the applicable percentage is 35 percent; for those with incomes greater than $100,000 and less than or equal to $150,000, the percentage is 50 percent; for incomes greater than $150,000 and less than or equal to $200,000, the percentage is 65 percent; and for incomes greater than $200,000, the percentage is 80 percent. For married couples who file joint tax returns, the income thresholds are doubled. For beneficiaries

who are married and lived with their spouses at any time during the taxable year but who file separate tax returns from their spouses, with incomes greater than $80,000 and less than or equal to $120,000, the percentage is 65 percent; with incomes greater than $120,000, the percentage is 80 percent. These thresholds are to be updated each calendar year by the Consumer Price Index (CPI). There is a 5-year adjustment period for this provision as well; that is, the amount of premium above 25 percent of twice the actuarial rate is phased in—at 20, 40, 60, 80, and 100 percent for 2007 to 2011 and later, respectively.) For military retirees, their spouses (including eligible divorced spouses and widows and widowers), and dependent children who enroll(ed) in Part B during the period from 2001 to 2004, the late enrollment penalty imposed on beneficiaries who do not enroll in Part B upon becoming eligible for Medicare is waived for premium payments for January 2004 and later. (Also, a special enrollment period for these beneficiaries is to begin as soon as possible and end December 31, 2004.) For Part D, beginning in January 2006, a beneficiary premium, representing 25.5 percent of the cost of basic coverage on average, is required (except for certain low-income beneficiaries who may pay a reduced or no premium). For PDPs and the drug portion of Medicare Advantage plans, the premium will be determined by a bid process; each plan’s premium will be 25.5 percent of the national weighted average plus or minus the difference between the plan’s bid and the average. A late enrollment penalty will apply for certain beneficiaries who fail to enroll at the first opportunity and who do not maintain creditable coverage elsewhere (external prescription drug coverage, such as through a retiree group health plan that meets or exceeds the actuarial value of standard Part D coverage). 2005. The phase-in of the income-related Part B premium (see 2003) is shortened from 5 years to 3 years, beginning January 1, 2007. (That is, the amount of premium above 25 percent of twice the actuarial rate is phased in at 1/3 for 2007, 2/3 for 2008, and 3/3 for 2009 and later.) For beneficiaries who are volunteering outside the United States through a 12-month or longer program sponsored by a tax-exempt organization and who have other health insurance, the late enrollment penalties imposed on beneficiaries who do not enroll in Part B upon becoming eligible for Medicare are waived, effective January 2007, and a special enrollment period for these beneficiaries is established. 2008. The policy waiving the late enrollment penalty for Part D enrollees who meet certain low-income and

limited-resources requirements is codified into statute. (The policy was in effect through 2008 and the law is effective beginning January 1, 2009.) 2010. The income thresholds used to calculate Part B income-related premiums are frozen at 2010 levels for 2011 through 2019. Beginning in January 2011, Part D enrollees whose income exceeds certain thresholds are required to pay higher Part D premiums. The income thresholds and premium adjustments are to be set in the same manner as those under Part B (including the use of frozen thresholds in 2011–2019). 2015. The income thresholds used to calculate Part B and Part D income-related premiums are lowered, beginning in 2018, for the two highest income ranges specified in the law. As a result, certain highincome beneficiaries will be subject to paying higher premium amounts. In addition, the income thresholds for 2020 and later are to be adjusted annually for inflation, and the inflation adjustments are to be based on the new threshold levels (as described above), rather than on the thresholds that would have been in place had they not been frozen since 2011 (as was required by previous statute). As a result, more beneficiaries will be subject to paying higher premium amounts. Income from Taxation of OASDI Benefits 1993. The additional income tax revenues resulting from the increase in the taxable percentage applicable to OASDI benefits (an increase from 50 percent to 85 percent, see Table 2.A31) are transferred to the HI trust fund. Payment from States 2003. Beginning in January 2006, with the availability of drug coverage and low-income subsidies under Part D, Medicaid will no longer be primary payer for full-benefit dual eligibles, and states are required to make payments to defray a portion of the Part D drug expenditures for these beneficiaries. States pay 90 percent of the estimated costs for 2006, phasing down over a 10-year period to 75 percent for 2015 and later. Interfund Borrowing 1981. See Table 2.A6. 1983. See Table 2.A6. CONTACT: Barbara S. Klees (410) 786-6388 or [email protected].


Medicaid The following are brief summaries of complex subjects as of November 16, 2015. They should be used only as overviews and general guides to the Medicare and Medicaid programs. The views expressed herein do not necessarily reflect the policies or legal positions of the Centers for Medicare & Medicaid Services (CMS) or the Department of Health and Human Services (HHS). These summaries do not render any legal, accounting, or other professional advice, nor are they intended to explain fully all of the provisions or exclusions of the relevant laws, regulations, and rulings of the Medicare and Medicaid programs. Original sources of authority should be researched and utilized.1

Overview Title XIX of the Social Security Act is a federal and state entitlement program that pays for medical assistance for certain individuals and families with low incomes and resources. This program, known as Medicaid, became law in 1965 as a cooperative venture jointly funded by the federal and state governments (including the District of Columbia and the territories) to assist states in furnishing medical assistance to eligible needy persons. Medicaid is the largest source of funding for medical and health-related services for America’s poorest people. Within broad national guidelines established by federal statutes, regulations, and policies, each state establishes its own eligibility standards; determines the type, amount, duration, and scope of services; sets the rate of payment for services; and administers its own program. Medicaid policies for eligibility, services, and payment are complex and vary considerably, even among states of similar size or geographic proximity. Thus, a person who is eligible for Medicaid in one state may not be eligible in another state, and the services provided by one state may differ considerably in amount, duration, or scope from services provided in a similar or neighboring state. In addition, state legislatures may change Medicaid eligibility, services, and/or reimbursement at any time. Title XXI of the Social Security Act, the Children’s Health Insurance Program (CHIP, known from its inception until March 2009 as the State Children’s Health Insurance Program, or SCHIP), is a program initiated 1. These summaries were prepared by Barbara S. Klees, Christian J. Wolfe, and Catherine A. Curtis, Office of the Actuary, Centers for Medicare & Medicaid Services, 7500 Security Blvd., Baltimore, MD 21244. The authors wish to express their gratitude to colleagues in the Office of the Actuary, who generously assisted with portions of these summaries; and to Mary Onnis Waid, who originated these summaries and diligently prepared them for many years before her retirement.


by the Balanced Budget Act (BBA) of 1997 (Public Law 105-33). The BBA provided $40 billion in federal funding through fiscal year 2007 to furnish health care coverage for low-income children—generally those in families with income below 200 percent of the federal poverty level (FPL)—who did not qualify for Medicaid and would otherwise be uninsured. The Children’s Health Insurance Program Reauthorization Act (CHIPRA) of 2009 (Public Law 111-3) and the Patient Protection and Affordable Care Act (Public Law 111-148) as amended by the Health Care and Education Reconciliation Act of 2010 (Public Law 111-152)—collectively referred to as the Affordable Care Act—extended CHIP funding through fiscal year 2015. The Medicare Access and CHIP Reauthorization Act (MACRA) of 2015 (Public Law 114-10) extended CHIP funding through fiscal year 2017. Under CHIP, states may elect to provide coverage to qualifying children by expanding their Medicaid programs or through a state program separate from Medicaid. A number of states have also been granted waivers to cover parents of children enrolled in CHIP.

Medicaid Eligibility Before 2014, Medicaid did not offer health care services for all poor persons. To qualify for the program, an individual needed not only to have low income; he or she also had to be a child (or the parent or adult caretaker of an eligible child), an aged adult, or disabled. Other criteria also applied; for example, in many cases eligibility depended on having financial assets beneath a certain threshold. Beginning in 2014, the Affordable Care Act expanded eligibility to include all individuals younger than age 65 in households with income up to 138 percent of the FPL, as explained in more detail below. Under this legislation, many of the pre-2014 Medicaid eligibility criteria no longer applied for most persons. However, a 2012 Supreme Court ruling had made expanded eligibility effectively optional for each state’s Medicaid program. In response, some states chose not to implement expanded eligibility. States generally have broad discretion in determining which groups their Medicaid programs will cover and the financial criteria for Medicaid eligibility. To be eligible for federal funds, however, states are required to provide Medicaid coverage for certain individuals who receive federally assisted income-maintenance payments, as well as for related groups not receiving cash payments. In addition to their Medicaid programs, most states have additional “state-only” programs to provide medical assistance for specified poor persons who do not qualify for Medicaid. Federal funds are not provided for

state-only programs. The following enumerates the mandatory Medicaid “categorically needy” eligibility groups for which federal matching funds are provided: • Limited-income families with children, as described in section 1931 of the Social Security Act, are generally eligible for Medicaid if they meet the requirements for the Aid to Families with Dependent Children (AFDC) program that were in effect in their state on July 16, 1996. • Children under age 6 whose family income is at or below 133 percent of the FPL. (As of January 2015, the FPL has been set at $24,250 for a family of four in the continental U.S.; Alaska and Hawaii’s FPLs are $30,320 and $27,890, respectively.) • Pregnant women whose family income is below 133 percent of the FPL. (Services to these women are limited to those related to pregnancy, complications of pregnancy, delivery, and postpartum care.) • Infants born to Medicaid-eligible women, for the first year of life with certain restrictions. • Supplemental Security Income (SSI) recipients in most states (or aged, blind, and disabled individuals in states using more restrictive Medicaid eligibility requirements that pre-date SSI). • Recipients of adoption or foster care assistance under Title IV-E of the Social Security Act. • Special protected groups (typically individuals who lose their cash assistance under Title IV-A or SSI because of earnings from work or from increased Social Security benefits, but who may keep Medicaid for a period of time). • All children under age 19, in families with incomes at or below the FPL. • Certain Medicare beneficiaries (described later). States also have the option of providing Medicaid coverage for other “categorically related” groups. These optional groups share characteristics of the mandatory groups (that is, they fall within defined categories), but the eligibility criteria are somewhat more liberally defined. The broadest optional groups for which states can receive federal matching funds for coverage under the Medicaid program include the following: • Infants up to age 1 and pregnant women not covered under the mandatory rules whose family income is no more than 185 percent of the FPL. (The percentage amount is set by each state.) • Children under age 21 who meet criteria more liberal than the AFDC income and resources requirements that were in effect in their state on July 16, 1996.

• Institutionalized individuals, and individuals in home and community-based waiver programs, who are eligible under a “special income level.” (The amount is set by each state—up to 300 percent of the SSI federal benefit rate.) • Individuals who would be eligible if institutionalized, but who are receiving care under home and community-based services waivers. • Certain aged, blind, or disabled adults who have incomes above those requiring mandatory coverage, but below the FPL. • Aged, blind, or disabled recipients of state supplementary income payments. • Certain working-and-disabled persons with family income less than 250 percent of the FPL who would qualify for SSI if they did not work. • Tuberculosis-infected persons who would be financially eligible for Medicaid at the SSI income level if they were in a Medicaid-covered category. (Coverage is limited to tuberculosis-related ambulatory services and tuberculosis drugs.) • Certain uninsured or low-income women who are screened for breast or cervical cancer through a program administered by the Centers for Disease Control and Prevention. The Breast and Cervical Cancer Prevention and Treatment Act of 2000 (Public Law 106-354) provides these women with medical assistance and follow-up diagnostic services through Medicaid. • “Optional targeted low-income children” included in the CHIP (formerly SCHIP) program established by the BBA. • “Medically needy” persons (described below). The medically needy (MN) option allows states to extend Medicaid eligibility to additional persons. These persons would be eligible for Medicaid under one of the mandatory or optional groups, except that their income and/or resources are above the eligibility level set by their state for those groups. Persons may qualify immediately or may “spend down” by incurring medical expenses greater than the amount by which their income exceeds their state’s MN income level. Medicaid eligibility and benefit provisions for the medically needy do not have to be as extensive as for the categorically needy, and may be quite restrictive. Federal matching funds are available for MN programs. However, if a state elects to have an MN program, it must meet federal requirements that certain groups (including children under age 19 and pregnant women) be covered and that certain services (including prenatal and delivery care for pregnant women and ambulatory Annual Statistical Supplement, 2015 ♦ 59

care for children) be provided. A state may elect to provide MN eligibility to certain additional groups and may elect to provide certain additional services as part of its MN program. Among jurisdictions reporting data for 2012, 33 states plus the District of Columbia have elected to have an MN program and are providing services to at least some MN beneficiaries. All remaining states utilize the “special income level” option to extend Medicaid to the “near poor” in medical institutional settings. Certain low-income families that would lose Medicaid eligibility for exceeding earned income or hours of employment thresholds, or for losing a time-limited earnings disregard, may qualify for at least 6 months and as many as 12 months of extended Medicaid coverage under the Transitional Medical Assistance (TMA) program. When enacted in 1988, TMA provisions were subject to periodic reauthorization, but MACRA established their permanence in April 2015. The Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (Public Law 104-193)— known as the Welfare Reform Act—made restrictive changes regarding eligibility for SSI coverage that affected the Medicaid program. For example, legal resident aliens and other qualified aliens who entered the United States on or after August 22, 1996 are ineligible for Medicaid for 5 years. States have the option of providing Medicaid coverage for most aliens entering before that date and coverage for those eligible after the 5-year ban; emergency services, however, are mandatory for both of these alien coverage groups. For aliens who lose SSI benefits because of these restrictions regarding SSI coverage, Medicaid benefits can continue only if these persons can be covered under some other eligibility status (again with the exception of emergency services, which are mandatory). Public Law 104-193 also affected a number of disabled children, who lost SSI as a result of the restrictive changes; however, their eligibility for Medicaid was reinstituted by Public Law 105-33, the BBA. In addition, welfare reform repealed the open-ended federal entitlement program known as Aid to Families with Dependent Children (AFDC) and replaced it with Temporary Assistance for Needy Families (TANF), which provides states with grants to be spent on timelimited cash assistance. TANF generally limits a family’s lifetime cash welfare benefits to a maximum of 5 years and permits states to impose a wide range of other requirements as well—in particular, those related to employment. However, the impact on Medicaid eligibility has not been significant. Under welfare reform, persons who would have been eligible for AFDC under the AFDC requirements in effect on July 16, 1996 are generally still


eligible for Medicaid. Although most persons covered by TANF receive Medicaid, it is not required by law. Medicaid coverage may begin as early as the third month prior to application—if the person would have been eligible for Medicaid had he or she applied during that time. Medicaid coverage generally stops at the end of the month in which a person no longer meets the criteria of any Medicaid eligibility group. The BBA allows states to provide 12 months of continuous Medicaid coverage (without reevaluation) for eligible children under age 19. The Ticket to Work and Work Incentives Improvement Act of 1999 (Public Law 106-170) provides or continues Medicaid coverage to certain disabled beneficiaries who work despite their disability. Beneficiaries with higher incomes may pay a sliding scale premium based on income. The Deficit Reduction Act (DRA) of 2005 (Public Law 109-171) refined eligibility requirements for Medicaid beneficiaries by tightening standards for citizenship and immigration documentation and by changing the rules concerning long-term care eligibility—specifically, the look-back period for determining community spouse income and assets was lengthened from 36 months to 60 months, individuals whose homes exceed $500,000 in value are disqualified, and the states are required to impose partial months of ineligibility. Beginning in 2014, the Affordable Care Act expanded Medicaid eligibility to include all individuals under age 65 in families with income below 138 percent of the FPL. (Technically, the income limit is 133 percent of the FPL, but the Act also provides for a 5-percent income disregard.) In addition to the higher level of allowable income, the legislation expands eligibility to people under age 65 who have no other qualifying factors that would have made them eligible for Medicaid under prior law, such as being under age 18, disabled, pregnant, or parents of eligible children. Because individuals are no longer required to be parents of eligible children, nondisabled nonaged adults comprise the category expected to have the greatest increase in Medicaid enrollment. However, in National Federation of Independent Business v. Sebelius (2012), the U.S. Supreme Court ruled that states could not be required to implement the expansion of Medicaid eligibility as a condition of continuing to operate their existing Medicaid programs and receiving Federal financial participation. This ruling has made the eligibility expansion effectively optional for each state’s Medicaid program. As of November 2, 2015, 30 states and the District of Columbia have adopted the Medicaid expansion.

Scope of Medicaid Services Title XIX of the Social Security Act allows considerable flexibility within the states’ Medicaid plans. However, some federal requirements are mandatory if federal matching funds are to be received. A state’s Medicaid program must offer medical assistance for certain basic services to most categorically needy populations. These services generally include: • Inpatient hospital services; • Outpatient hospital services; • Pregnancy-related services, including prenatal care and 60 days postpartum pregnancy-related services; • Vaccines for children; • Physician services; • Nursing facility services for persons aged 21 or older; • Family planning services and supplies; • Rural health clinic services; • Home health care for persons eligible for skilled nursing services; • Laboratory and x-ray services; • Pediatric and family nurse practitioner services; • Nurse-midwife services; • Federally qualified health center (FQHC) services, and ambulatory services of an FQHC that would be available in other settings; and • Early and periodic screening, diagnostic, and treatment (EPSDT) services for children under age 21. States may also receive federal matching funds to provide certain optional services. Some of the most common currently approved optional Medicaid services are: • Diagnostic services; • Clinic services; • Intermediate care facility services; • Prescribed drugs and prosthetic devices; • Optometrist services and eyeglasses; • Nursing facility services for children under age 21; • Transportation services; • Rehabilitation and physical therapy services; • Hospice care; • Home and community-based care to certain persons with chronic impairments; and

The BBA included a state option known as Programs of All-inclusive Care for the Elderly (PACE). PACE provides an alternative to institutional care for persons aged 55 and older who require a nursing-facility level of care. The PACE team offers and manages all health, medical, and social services and mobilizes other services as needed to provide preventive, rehabilitative, curative, and supportive care. This care, provided in day health centers, homes, hospitals, and nursing homes, helps the person maintain independence, dignity, and quality of life. PACE functions within the Medicare program as well. Regardless of source of payment, PACE providers receive payment only through the PACE agreement and must make available all items and services covered under both Titles XVIII and XIX, without amount, duration, or scope limitations and without application of any deductibles, copayments, or other cost sharing. The individuals enrolled in PACE receive benefits solely through the PACE program.

Amount and Duration of Medicaid Services Within broad federal guidelines and certain limitations, states determine the amount and duration of services offered under their Medicaid programs. States may limit, for example, the number of days of hospital care or the number of physician visits covered. Two restrictions apply: (1) limits must result in a sufficient level of services to reasonably achieve the purpose of the benefits, and (2) limits on benefits may not discriminate among beneficiaries based on medical diagnosis or condition. In general, states are required to provide comparable amounts, duration, and scope of services to all categorically needy and categorically related eligible persons. There are two important exceptions: (1) medically necessary health care services that are identified under the EPSDT program for eligible children, and that are within the scope of mandatory or optional services under federal law, must be covered even if those services are not included as part of the covered services in that state’s plan, and (2) states may request waivers to pay for otherwise uncovered home and community-based services for Medicaid-eligible persons who might otherwise be institutionalized. As long as the services are cost effective, states have few limitations on the services that may be covered under these waivers (except that states may not provide room and board for the beneficiaries, other than as a part of respite care). With certain exceptions, a state’s Medicaid program must allow beneficiaries to have some informed choices among participating providers of health care and to receive quality care that is appropriate and timely.

• Targeted case management services. Annual Statistical Supplement, 2015 ♦ 61

Payment for Medicaid Services Medicaid operates as a vendor payment program. States may pay health care providers directly on a feefor-service basis, or states may pay for Medicaid services through various prepayment arrangements, such as health maintenance organizations (HMOs). Within federally imposed upper limits and specific restrictions, each state for the most part has broad discretion in determining the payment methodology and payment rate for services. Generally, payment rates must be sufficient to enlist enough providers so that covered services are available at least to the extent that comparable care and services are available to the general population within that geographic area. Providers participating in Medicaid must accept Medicaid payment rates as payment in full. States must make additional payments to qualified hospitals that provide inpatient services to a disproportionate number of Medicaid beneficiaries and/or to other low-income or uninsured persons under what is known as the “disproportionate share hospital” (DSH) adjustment. From 1988 to 1991, excessive and inappropriate use of the DSH adjustment resulted in rapidly increasing federal expenditures for Medicaid. Legislation passed in 1991 and 1993, and amended in the BBA of 1997 and later legislation, capped the federal share of payments to DSH hospitals. States may impose nominal deductibles, coinsurance, or copayments on some Medicaid beneficiaries for certain services. The following Medicaid beneficiaries, however, must be excluded from cost sharing: pregnant women, children under age 18, and hospital or nursing home patients who are expected to contribute most of their income to institutional care. In addition, all Medicaid beneficiaries must be exempt from copayments for emergency services and family planning services. Under the DRA, new cost sharing and benefit rules provided states the option of imposing new premiums and increased cost sharing on all Medicaid beneficiaries except for those mentioned above and for terminally ill patients in hospice care. The DRA also established special rules for cost sharing for prescription drugs and for nonemergency services furnished in emergency rooms. The federal government pays a share of the medical assistance expenditures under each state’s Medicaid program. That share, known as the Federal Medical Assistance Percentage (FMAP), is determined annually by a formula that compares the state’s average per capita income level with the national income average. States with a higher per capita income level are reimbursed a smaller share of their costs. By law, the FMAP cannot be lower than 50 percent or higher than 83 percent. In fiscal year 2015, the FMAPs varied from 50 percent in 15 states to 73.6 percent in Mississippi and averaged 58.8 percent overall. The BBA 62 ♦ Annual Statistical Supplement, 2015

permanently raised the FMAP for the District of Columbia from 50 percent to 70 percent. For children covered through the CHIP program, the federal government pays states a higher share, or “enhanced” FMAP, which averaged 71.2 percent in fiscal year 2015. The American Recovery and Reinvestment Act (ARRA) of 2009 (Public Law 111-5) provided states with an increase in their Medicaid FMAPs of up to 14 percentage points, depending on state unemployment rates, for the first quarter of fiscal year 2009 through the first quarter of fiscal year 2011. Section 201 of Public Law 111-226 (referred to as the Education, Jobs, and Medicaid Assistance Act of 2010) extended these increases for the second and third quarters of fiscal year 2011, but at lower levels than those under ARRA. The federal government also reimburses states for 100 percent of the cost of services provided to American Indians and Alaska Natives through facilities of the Indian Health Service, for 100 percent of the cost of the Qualifying Individuals (QI) program (described later), and for 90 percent of the cost of family planning services, and shares in each state’s expenditures for the administration of the Medicaid program. Most administrative costs are matched at 50 percent, although higher percentages are paid for certain activities and functions, such as development of mechanized claims processing systems. Except for the CHIP program, the QI program, DSH payments, and payments to territories, federal payments to states for medical assistance have no set limit (cap). Rather, the federal government matches (at FMAP rates) state expenditures for the mandatory services, as well as for the optional services that the individual state decides to cover for eligible beneficiaries, and matches (at the appropriate administrative rate) all necessary and proper administrative costs.

Summary and Trends Medicaid was initially formulated as a medical care extension of federally funded programs providing cash income assistance for the poor, with an emphasis on dependent children and their mothers, the disabled, and the elderly. Over the years, however, Medicaid eligibility has been incrementally expanded beyond its original ties with eligibility for cash programs. Legislation in the late 1980s extended Medicaid coverage to a larger number of low-income pregnant women and poor children and to some Medicare beneficiaries who are not eligible for any cash assistance program. Legislative changes also focused on increased access, better quality of care, specific benefits, enhanced outreach programs, and fewer limits on services.

In most years since its inception, Medicaid has had very rapid growth in expenditures. This rapid growth has been due primarily to the following factors: • The increase in size of the Medicaid-covered populations as a result of federal mandates, increased state coverage of optional groups, general population growth, and economic recessions; • The expansion of coverage and utilization of services; • The DSH payment program, coupled with its inappropriate use to increase federal payments to states; • The increase in the number of very old and disabled persons requiring extensive acute and/or long-term health care and various related services; • The results of technological advances to keep a greater number of very low birth-weight babies and other critically ill or severely injured persons alive and in need of continued extensive and very costly care; • The increase in drug costs and the availability of new expensive drugs; • The increase in payment rates to providers of health care services, when compared with general inflation; • The shift from fee-for-service health care toward capitated managed care arrangements; and • The impact of Medicaid eligibility expansion and enhanced federal cost matching under the Affordable Care Act. As with all health insurance programs, most Medicaid beneficiaries incur relatively small average expenditures per person each year, and a relatively small proportion incurs very large costs. Moreover, the average cost varies substantially by type of beneficiary. Preliminary estimates for 2014, for example, indicate that Medicaid payments for services for 28.9 million children, who constituted 48.8 percent of all Medicaid beneficiaries, averaged $3,011 per child. Similarly, for 14.7 million nondisabled adults, who represented 24.8 percent of beneficiaries, payments averaged $4,691 per person. However, other groups had much larger per-person expenditures. Medicaid payments for services for 5.4 million aged, who constituted 9.1 percent of all Medicaid beneficiaries, averaged $15,321 per person; for 10.1 million disabled, who represented 17.2 percent of beneficiaries, payments averaged $17,473 per person. When expenditures for these high- and lower-cost beneficiaries are combined, the 2014 payments to health care vendors for 59.3 million Medicaid beneficiaries averaged $7,038 per person.

Long-term care is an important provision of Medicaid that will be increasingly utilized as our nation’s population ages. The Medicaid program paid for 36 percent of the total cost of nursing facility care in 2012. National data for 2012 show that Medicaid payments for nursing facility services (excluding intermediate care facilities) and for home health services totaled $50.3 billion and $4.4 billion, respectively. With the percentage of our population who are elderly or disabled increasing faster than that of the younger groups, the need for long-term care is expected to increase. Another significant development in Medicaid is the growth in managed care as an alternative service delivery concept different from the traditional fee-for-service system. Under managed care systems, HMOs, prepaid health plans (PHPs), or comparable entities agree to provide a specific set of services to Medicaid enrollees, usually in return for a predetermined periodic payment per enrollee. Managed care programs seek to enhance access to quality care in a cost-effective manner. Waivers may provide the states with greater flexibility in the design and implementation of their Medicaid managed care programs. Waiver authority under sections 1915(b) and 1115 of the Social Security Act is an important part of the Medicaid program. Section 1915(b) waivers allow states to develop innovative health care delivery or reimbursement systems. Section 1115 waivers allow experimental statewide health care reform demonstrations to cover uninsured populations and to test new delivery systems without increasing costs. Finally, the BBA provided states a new option to use managed care without a waiver. According to expenditure data reported by the states to CMS, managed care and capitated payments to providers constituted 37 percent of total Medicaid expenditures in 2014, up from 17 percent in 2003. In fiscal year 2014, net outlays for the Medicaid program (federal and state) were estimated at $498.1 billion, including direct payment to providers of $253.4 billion, payments for various premiums (for HMOs, Medicare, etc.) of $189.5 billion, payments to disproportionate share hospitals of $12.6 billion, and administrative costs of $26.1 billion. In addition, there were $3.8 billion in expenditures for the Vaccines for Children Program under Title XIX. With no other changes to the Medicaid program except for those already prescribed by current law, total Medicaid outlays are projected to reach $699.7 billion by fiscal year 2020. Expenditures under the CHIP program in fiscal year 2014 were $13.1 billion. CHIP is currently funded through fiscal year 2017.


The Medicaid-Medicare Relationship Medicare beneficiaries who have low incomes and limited resources may also receive help from the Medicaid program. For such persons who are eligible for full Medicaid coverage, the Medicare health care coverage is supplemented by services that are available under their state’s Medicaid program. These additional services may include, for example, nursing facility care beyond the 100-day limit covered by Medicare, eyeglasses, and hearing aids. For persons enrolled in both programs, any services that are covered by Medicare are paid for by the Medicare program before any payments are made by the Medicaid program, since Medicaid is always the “payer of last resort.” Certain other Medicare beneficiaries may receive help with Medicare premium and cost-sharing payments through their state Medicaid program. Qualified Medicare Beneficiaries (QMBs) and Specified Low-Income Medicare Beneficiaries (SLMBs) are the best-known categories and the largest in numbers. QMBs are those Medicare beneficiaries who have financial resources at or below twice the standard allowed under the SSI program and incomes at or below 100 percent of the FPL. For QMBs, Medicaid pays the Hospital Insurance (HI, or Part A) and Supplementary Medical Insurance (SMI) Part B premiums and the Medicare coinsurance and deductibles, subject to limits that states may impose on payment rates. SLMBs are Medicare beneficiaries with resources like the QMBs but with incomes that are higher, though still less than 120 percent of the FPL. For SLMBs, the Medicaid program pays only the Part B premiums. A third category of Medicare beneficiaries who may receive help consists of disabled-and-working individuals. According to Medicare law, disabled-and-working individuals who previously qualified for Medicare because of disability, but who lost entitlement because of their return to work (despite the disability), are allowed to purchase Medicare Part A and Part B coverage. If these persons have incomes below 200 percent of the FPL but do not meet any other Medicaid assistance category, they may qualify to have Medicaid pay their Part A premiums as Qualified Disabled and Working Individuals (QDWIs). For Medicare beneficiaries with incomes above 120 percent and less than 135 percent of the FPL, states receive a capped allotment of federal funds for payment of Medicare Part B premiums. These beneficiaries are


known as Qualifying Individuals (QIs). Unlike the QMBs and SLMBs, who may be eligible for other Medicaid benefits in addition to their QMB/SLMB benefits, the QIs cannot be otherwise eligible for medical assistance under a state plan. The QI benefit is 100 percent federally funded, up to the state’s allotment. The QI program was established by the BBA for fiscal years 1998 through 2002 and was extended numerous times before MACRA established its permanence in April 2015. In 2014, payments for beneficiaries enrolled in both Medicare and Medicaid constituted an estimated 33.3 percent of total Medicaid expenditures. In January 2006, a new Medicare prescription drug benefit began that provides drug coverage for Medicare beneficiaries, including those who also receive coverage from Medicaid. In addition, under this benefit, individuals eligible for both Medicare and Medicaid receive a low-income subsidy for the Medicare drug plan premium and assistance with cost sharing for prescriptions. Medicaid no longer provides drug benefits for Medicare beneficiaries. Because the Medicare drug benefit and low-income subsidy replace a portion of state Medicaid expenditures for drugs, states see a reduction in Medicaid expenditures. To offset this reduction, the Medicare Prescription Drug, Improvement, and Modernization Act (MMA) of 2003 (Public Law 108-173) requires each state to make a monthly payment to Medicare representing a percentage of the projected reduction. For 2006, this payment was 90 percent of the projected 2006 reduction in state spending. After 2006, the percentage decreased by 1 2/3 percent per year until it reached 75 percent in 2015. Note: Medicaid data are based on Medicaid and CHIP projections from the Mid-Session Review of the President’s 2016 Budget and on the 2014 Actuarial Report on the Financial Outlook for Medicaid (https://medicaid .gov/Medicaid-CHIP-Program-Information/By-Topics /Financing-and-Reimbursement/Actuarial-Report-on -Financial-Outlook-for-Medicaid.html) and are consistent with data received from the states through the Medicaid Statistical Information System (MSIS) and the CMS-64 expenditure form. CONTACT: Christian J. Wolfe (410) 786-6374 or [email protected].

Unemployment Insurance Through federal and state cooperation, unemployment insurance programs are designed to provide benefits to regularly employed members of the labor force who become involuntarily unemployed and who are able and willing to accept suitable employment. Workers in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands are covered under unemployment insurance programs. To induce states to enact unemployment insurance laws, the Social Security Act of 1935 provided a tax offset incentive. A uniform national tax was imposed on payrolls of industrial and commercial employers who employed eight or more workers in 20 or more weeks in a calendar year. Employers who paid taxes to a state with an approved unemployment insurance law could credit (offset) up to 90 percent of the state tax against the federal tax. This ensured that employers in states without an unemployment insurance law would not have an advantage competing with similar businesses in states with such a law because they would still be subject to the federal payroll tax, and their employees would not be eligible for benefits. In addition, the Social Security Act authorized grants to states to meet the costs of administering the state systems. By July 1937, all 48 states, the then territories of Alaska and Hawaii, and the District of Columbia had passed unemployment insurance laws. Later, Puerto Rico adopted its own program, which was incorporated in 1961 into the federal-state system. A similar program for workers in the U.S. Virgin Islands was added in 1978. If employers are to receive an offset against federal taxes and if states are to receive federal grants for administration, federal law requires state unemployment insurance programs to meet certain requirements. These requirements are intended to ensure that a state participating in the program has an unemployment insurance system that is fairly administered. One requirement is that all contributions collected under state laws be deposited in the unemployment trust fund of the U.S. Treasury Department. The fund is invested as a whole, but each state has a separate account to which its deposits and its share of interest on investments are credited. At any time, a state may withdraw money from its account in the trust fund, but only to pay benefits. Thus, unlike the situation in the majority of states having workers’ compensation and temporary disability insurance laws, unemployment insurance benefits are paid exclusively through a public fund. Private plans cannot be substituted for the state plan.

Aside from federal standards, each state has major responsibility for the content and development of its unemployment insurance law. The state itself decides the amount and duration of benefits (except for certain federal requirements concerning federal-state Extended Benefits); the contribution rates (with limitations); and, in general, the eligibility requirements and disqualification provisions. The states also directly administer the programs collecting contributions, maintaining wage records (where applicable), taking claims, determining eligibility, and paying benefits to unemployed workers.

Coverage Originally, coverage under the Federal Unemployment Tax Act (FUTA) had been limited to employment related primarily to industrial and commercial workers in private industry. However, several laws, including the Employment Security Amendments of 1970 and the Unemployment Compensation Amendments of 1976, added substantially to the number and types of workers protected under the state programs. Private employers in industry and commerce are subject to the law if they have one or more individuals employed on 1 day in each of 20 weeks during the current or preceding year or if they paid wages of $1,500 or more during any calendar quarter in the current or preceding year. Agricultural workers are covered on farms with a quarterly payroll of at least $20,000 or employing 10 or more employees on at least 1 day in 20 weeks of the year. Domestic employees in private households are subject to FUTA if their employer pays wages of $1,000 or more in a calendar quarter. Excluded from coverage are workers employed by their families and the self-employed. Before 1976, employment in state and local governments and nonprofit organizations was exempt from coverage under FUTA. However, as a result of federal legislation enacted in 1976, most employment in these groups must now be covered by state law as a condition of securing federal approval of the state law. Under this form of coverage, state and local government and nonprofit employers have the option of making contributions or of reimbursing the state for actual benefit expenditures. Elected officials, legislators, members of the judiciary, and the state National Guard are still excluded, as are employees of nonprofit organizations that employ fewer than four workers in 20 weeks in the current or preceding calendar year. Many states have extended coverage beyond that provided by federal legislation. Annual Statistical Supplement, 2015 ♦ 65

Through special federal legislation, federal civilian employees and ex-servicemembers of the armed forces were brought under the unemployment insurance system. Benefits for those persons are financed through federal funds but are administered by the states and paid in accordance with the provisions of the state laws. A separate unemployment insurance law enacted by Congress covers railroad workers. Amendments to FUTA made in 2000 added Indian tribes to the set of entities for whom coverage is required, although they are not liable for FUTA taxes. As a result, workers performing services for tribes are now potentially eligible to receive unemployment insurance benefits. Coverage is required when service is performed for any Indian tribe, band, nation, or other organized group or community that is recognized as eligible for federal assistance because of their status as Indians. The same permissible exclusion from coverage that is applicable to other governmental entities also applies to services performed for Indian tribes. If an Indian tribe fails to make payments to states as required, the tribe loses its FUTA exemption and may lose coverage.

Eligibility for Benefits Unemployment benefits are available as a matter of right (without a means test) to unemployed workers who have demonstrated their attachment to the labor force by a specified amount of recent work or earnings in covered employment. All federal civilian employees, ex-servicemembers, and workers whose employers contribute to or make payments in lieu of contributions to state unemployment funds are eligible if they are involuntarily unemployed, able to work, available for work, and actively seeking work. Workers must also meet any other eligibility and qualifying requirements of the state law and be free from disqualifications. Workers who meet these eligibility conditions may still be denied benefits if they are found to have voluntarily quit their jobs without good cause or were discharged for misconduct. Work Requirements A worker’s monetary benefit rights are based on his or her employment in covered work over a prior reference period called the base period, and these benefit rights remain fixed for a benefit year. In most states, the base period is the first 4 quarters of the last 5 completed calendar quarters preceding the claim for unemployment benefits. Under certain circumstances, many states now also allow an alternative base period, which is generally the most recent 4 completed calendar quarters.


Benefits Under all state laws, the weekly benefit amount—that is, the amount payable for a week of total unemployment— varies with the worker’s past wages within certain minimum and maximum limits. In most states, the formula is designed to compensate for a fraction of the usual weekly wage. Some states replace approximately 50 percent, subject to specified dollar maximums. A considerable majority of state laws use a formula that computes weekly benefits as a fraction of wages in one or more quarters of the base period. Most commonly, the fraction is taken of wages in the quarter during which wages were highest, because this quarter most nearly reflects full-time work. In most of these states, the same fraction is used at all benefit levels. The other state laws use a weighted schedule that gives a greater proportion of the high-quarter wages to lowerpaid workers than to those earning more. Each state establishes a ceiling on the weekly benefit amount, and no worker may receive an amount higher than the ceiling. The maximum may be either a fixed dollar amount or a flexible amount. Under the latter arrangement, which has been adopted in 36 jurisdictions, the maximum is adjusted automatically in accordance with the weekly wages of covered employees. Thirteen states provide additional allowances for certain dependents. They all include children younger than age 18 (and, generally, older children who are incapacitated or full-time students); eight states include a nonworking spouse; and two states consider other dependent relatives. The weekly amount allowed per dependent varies considerably by state, but there are some commonalities. For instance, the allowance is ordinarily a fixed sum, and all states have a limit on the total dependents’ allowances payable in any week in terms of dollar amount; number of dependents; and payments as a percentage of basic benefits, high-quarter wages, or average weekly wage. For some individuals, this limitation reduces the allowance per dependent or the maximum number of dependents on whose behalf allowances may be paid. All but 8 states require a waiting period of 1 week of total unemployment before benefits can begin. Four states have provisions making the waiting period compensable after a specified period. Except for 8 jurisdictions, states provide a statutory maximum duration of 26 weeks of benefits in a benefit year. However, many jurisdictions vary the duration of benefits through various formulas. In some instances, the duration of benefits is tied to the state’s trust fund balance or its unemployment insurance rate.

Extended Benefits In 1970, a permanent federal-state program of Extended Benefits was established for workers who exhaust their entitlement to regular state benefits during periods of high unemployment. The program is financed equally from federal and state funds. Employment conditions in an individual state trigger Extended Benefits. This happens when the unemployment rate among insured workers in a state averages 5 percent or more over a 13-week period and is at least 120 percent of the rate for the same period in the 2 preceding years. If the insured unemployment rate reaches 6 percent, a state may, by state law, disregard the 120 percent requirement in initiating Extended Benefits. Once triggered, Extended Benefit provisions remain in effect for at least 13 weeks. When a state’s benefit period ends, Extended Benefits to individual workers also end, even if they have received less than their potential entitlement and are still unemployed. Further, once a state’s benefit period ends, another statewide period cannot begin for at least 13 weeks. State law determines most eligibility conditions for Extended Benefits and the weekly benefit payable. However, under federal law a claimant must have had 20 weeks in full-time employment (or the equivalent in insured wages) and must meet special work requirements. A worker who has exhausted his or her regular benefits is eligible for a 50 percent increase in duration of benefits for a maximum of 13 weeks of Extended Benefits. There is, however, an overall maximum of 39 weeks of regular and Extended Benefits. Extended Benefits are payable at the same rate as the weekly amount under the regular state program. Before the 1992 legislation, the Extended Benefits program was based on the insured unemployment rate (IUR)—the number of unemployed workers receiving benefits in a state as a percentage of the number of persons in employment that is covered by unemployment insurance in that state. By definition, the IUR does not include workers who have exhausted their benefits but are still unemployed.

The 1992 legislation (Public Law 102-318) provided states with the option of adopting an additional formula for triggering the permanent Extended Benefits program. Effective March 1993, states had the option of amending their laws to use alternative total unemployment rate triggers, in addition to the current insured unemployment rate triggers. Under this option, Extended Benefits would be paid when (1) the state’s seasonally adjusted total unemployment rate for the most recent 3 months is at least 6.5 percent and (2) that rate is at least 110 percent of the state average total unemployment rate in the corresponding 3-month period in either of the 2 preceding years. States triggering on to the Extended Benefits program under other triggers would provide the regular 26 weeks of unemployment benefits in addition to 13 weeks of Extended Benefits (which is the same number of weeks of benefits provided previously). In addition, states that have chosen the total unemployment rate option will also amend their state laws to add an additional 7 weeks of Extended Benefits (for a total of 20 weeks) when the total unemployment rate is at least 8 percent and is 110 percent of the state’s total unemployment rate for the same 3 months in either of the 2 preceding years. As of December 31, 2015, Extended Benefits were not payable in any states. In addition to the permanent Extended Benefits program, Congress from time to time enacts temporary extensions of unemployment compensation benefits. The most recent example is Emergency Unemployment Compensation (EUC08). The EUC08 program was created on June 30, 2008, by the Supplemental Appropriations Act of 2008 (Public Law 110-252), and expired on January 1, 2014. CONTACT: Loryn M. Lancaster (202) 693-2994 or [email protected].


Workers’ Compensation Workers’ compensation was the first form of social insurance to develop widely in the United States. It is designed to provide cash benefits and medical care when employees suffer work-related injuries or illnesses and survivor benefits to the dependents of workers whose deaths result from a work-related incident. In exchange for receiving benefits, workers who receive workers’ compensation are generally not allowed to bring a tort suit against their employers for damages of any kind. The federal government was the first to establish a workers’ compensation program, covering its civilian employees with an act that was passed in 1908 to provide benefits for workers engaged in hazardous work. The remaining federal workforce was covered in 1916. Nine states enacted workers’ compensation laws in 1911. By 1921, all but 6 states and the District of Columbia had workers’ compensation laws. Today each of the 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands have their own program. The federal government covers its employees through its own program. It also administers the Longshore and Harbor Workers’ Compensation Act, enacted in 1927, which covers longshore and harbor workers throughout the United States. Coal miners suffering from pneumoconiosis, or “black lung” disease, are covered by the Black Lung Benefits Act of 1972, with the initial benefits enacted as part of the Coal Mine Health and Safety Act of 1969. Under this program, monthly cash benefits are payable to miners disabled by black lung disease and to their dependents or survivors. Medical benefits are also payable to the worker on the basis of a diagnosis of pneumoconiosis. The Radiation Exposure Compensation Act of 1990 provides lump-sum compensation payments to individuals who contracted certain cancers and other serious diseases as a result of exposure to radiation released during above-ground nuclear weapons tests or during employment in underground uranium mines. The lumpsum payments are specified in law and range from $50,000 to $100,000. The Energy Employees Occupational Illness Compensation Program provides lump-sum payments up to $150,000 to civilian workers (or their survivors) who became ill as a result of exposure to radiation, beryllium, or silica in the production or testing of nuclear weapons. The program went into effect in July 2001. It also provides smaller lump-sum payments to individuals found eligible for an award under the Radiation Exposure 68 ♦ Annual Statistical Supplement, 2015

Compensation Act. Medical benefits are awarded for the treatment of covered conditions.

Coverage In 2013, state and federal workers’ compensation laws covered about 129.6 million employees. Covered payroll in 2013—that is, total wages paid to covered workers— was $6.5 trillion. Common exemptions from coverage are domestic service, agricultural employment, small employers, and casual labor. However, most programs have some coverage for agricultural workers, and about one-half of the programs have some coverage for domestic workers. Many programs exempt employees of nonprofit, charitable, or religious institutions. The coverage of state and local public employees differs widely from one state program to another. The workers’ compensation programs are compulsory for most private employment, except in Texas, where it is elective. Employers in Texas who reject coverage lose the customary common-law defenses against suits by employees in private industry. Two groups outside the coverage of workers’ compensation laws are railroad employees engaged in interstate commerce and seamen in the U.S. Merchant Marine. These workers have health insurance and shortterm and long-term cash benefit plans that cover disabilities whether or not the conditions are work-related. In addition, under federal laws these workers retain the right to bring tort suits against their employers for negligence in the case of work-related injuries or illness.

Benefits Workers’ compensation pays 100 percent of medical costs for injured workers and pays cash benefits for lost work time after a 3- to 7-day waiting period. The program also provides death and funeral benefits to the workers’ survivors. Lump-sum settlements are permitted under most programs. Approximately three-fourths of workers’ compensation cases involve only medical benefits. Cash wage replacement benefits are categorized according to the duration and severity of the worker’s disability.

Temporary Total Disability

Financing

Most compensation cases that involve cash payments are for temporary total disability. In these cases, the worker is temporarily precluded from performing the preinjury job or another job with the employer that the worker could have performed before the injury. Most workers who receive these benefits fully recover and return to work, at which time benefits end. Most states pay weekly benefits for temporary total disability that replace twothirds of the worker’s pre-injury wage (tax free), subject to a dollar maximum that varies from state to state.

Workers’ compensation programs are financed almost exclusively by employers and are based on the principle that the cost of work-related accidents is a business expense. Depending on state laws, employers can purchase insurance from a private carrier or state fund, or they can self-insure. No program relies on general taxing power to finance workers’ compensation. Employers in most programs are permitted to carry insurance against work accidents with commercial insurance companies or to qualify as self-insurers by giving proof of financial ability to carry their own risk. In four jurisdictions, commercial insurance is not allowed. In two of these areas, employers must insure with an exclusive state fund, and in the other two, they must either insure with an exclusive state insurance fund or self-insure. Some jurisdictions have established state funds that compete with private insurance carriers. Federal employees are provided protection through a federally financed and operated system.

Temporary Partial Disability In some cases, workers return to work before they reach maximum medical improvement and have reduced responsibilities and a lower salary. In those cases, they receive temporary partial disability benefits. Permanent Total Disability If a worker has very significant impairments that are judged to be permanent after he or she reaches maximum medical improvement, the worker receives permanent total disability benefits. Very few workers’ compensation cases are found to have permanent total disabilities. Permanent Partial Disability When the worker has impairments that, although permanent, do not completely limit the workers’ ability to work, permanent partial disability benefits are paid. The system for determining benefits in these cases is complex and varies across jurisdictions. In some states, the permanent partial disability benefit begins when maximum medical improvement is achieved. In some states permanent disability benefits are simply the extension of temporary disability benefits until the disabled worker returns to employment. Cash benefits for permanent partial disability are frequently limited to a specified duration or an aggregate dollar limit.

Program Highlights Benefit payments under workers’ compensation programs totaled $63.6 billion in 2013, which was a 0.9 percent increase from the revised 2012 benefit figure of $63.0 billion. Benefits amounted to $0.98 per $100 of covered wages in 2013. In 2013, medical benefits accounted for $31.5 billion, and wage loss compensation accounted for $32.0 billion. The latter amount includes payments to disabled workers and the survivors of deceased workers. The employers’ cost of providing workers’ compensation coverage generally varies according to risk, industrial classification, and experience rating. Nationally in 2013, such costs were approximately $1.37 per $100 of covered wages.

Death Benefits

For more information, see Workers’ Compensation: Benefits, Coverage, and Costs, 2013 at https://www .nasi.org/research/2015/report-workers-compensation -benefits-coverage-costs-2013.

Generally, compensation is related to earnings and to the number of dependents eligible as the survivors of workers who die from a work-related illness or injury.

CONTACT: Ishita Sengupta (202) 452-8097 or [email protected].

Medical Benefits Most workers’ compensation cases do not involve lost work time greater than the 3- to 7-day waiting period for cash benefits. In these cases, only medical costs are paid. “Medical only” cases are quite common in workers’ compensation, but they represent only a small share of overall payments. Annual Statistical Supplement, 2015 ♦ 69

Temporary Disability Insurance Five states, Puerto Rico, and the railroad industry have social insurance programs that partially compensate for the loss of wages caused by temporary nonoccupational disability or maternity. Those programs are known as temporary disability insurance (TDI) because the duration of the payments is limited. Federal law does not provide for a federal-state insurance system for short-term disability comparable to the federal-state system of unemployment insurance. However, in 1946 Congress amended the Federal Unemployment Tax Act (FUTA) to permit states where employees make contributions under the unemployment insurance program to use some or all of these contributions to pay disability benefits (but not administrative costs). Of the nine states that could have benefited from this provision for initial funding for TDI, three—California, New Jersey, and Rhode Island—took advantage. Rhode Island had already enacted the first state law in 1942. California and the railroad industry followed in 1946, then New Jersey in 1948, and New York in 1949. A two-decade hiatus followed before Puerto Rico and Hawaii passed laws in 1968 and 1969, respectively. The temporary disability insurance laws of the five states and Puerto Rico cover most commercial and industrial wage and salary workers in private employment if the employer has at least one worker. In no state is coverage under TDI identical with that of the unemployment insurance program. Principal occupational groups excluded are domestic workers, family workers (parent, child, or spouse of the employer), government employees, and the self-employed. State and local government employees are included in Hawaii, and the other state programs generally provide elective coverage for some or all public employees. Agricultural workers are covered to varying degrees in California, Hawaii, New Jersey, and Puerto Rico, but they are not covered in other jurisdictions. The California law permits self-employed individuals to elect coverage on a voluntary basis. Workers employed by railroads, railroad associations, and railroad unions are covered by TDI under the national system included in the Railroad Unemployment Insurance Act. The methods used for providing this protection vary. In Rhode Island, the coverage is provided through an exclusive, state-operated fund into which all contributions are paid and from which all benefits are disbursed. In addition, covered employers may provide supplemental benefits in any manner they choose. The railroad program is also exclusively publicly operated in conjunction with its unemployment insurance provisions. 70 ♦ Annual Statistical Supplement, 2015

In California, New Jersey, and Puerto Rico, coverage is provided through a state-operated fund, but employers are permitted to “contract out” of the state fund by purchasing group insurance from commercial insurance companies, by self-insuring, or by negotiating an agreement with a union or employees’ association. Coverage by the state fund is automatic unless or until an employer or the employees take positive action by substituting a private plan that meets the standards prescribed in the law and is approved by the administering agency. Premiums (in lieu of contributions) are then paid directly to the private plan, and benefits are paid to the workers affected. The laws in Hawaii and New York require employers to provide their own disability insurance plans for their workers by setting up an approved self-insurance plan, by reaching an agreement with employees or a union establishing a labor-management benefit plan, or by purchasing group insurance from a commercial carrier. In New York, the employer may also provide protection through the State Insurance Fund, which is a stateoperated competitive carrier. Both Hawaii and New York operate special funds to pay benefits to workers who become disabled while unemployed or whose employers have failed to provide the required protection. In other jurisdictions, benefit payments for the disabled unemployed are made from the regular state-operated funds.

Eligibility for Benefits To qualify for benefits, a worker must fulfill certain requirements regarding past earnings or employment and must be disabled as defined in the law. In addition, claimants may be disqualified if they received certain types of income during the period of disability. Earnings or Employment Requirements A claimant must have a specified amount of past employment or earnings to qualify for benefits. However, in most jurisdictions with private plans, the plans either insure workers immediately upon their employment or, in some cases, require a short probationary period of employment, usually from 1 to 3 months. Upon cessation of employment after a specified period, workers generally lose their private plan coverage and must look to a state-created fund for such protection. Disability Requirements The laws generally define disability as inability to perform regular or customary work because of a physical or mental condition. Stricter requirements are imposed

for disability during unemployment in New Jersey and New York. All the laws pay full benefits for disability due to pregnancy. Disqualifying Income All the laws restrict payment of disability benefits when the claimant is also receiving workers’ compensation payments. However, the statutes usually contain some exceptions to this rule (for example, if the workers’ compensation is for partial disability or for previously incurred work disabilities). The laws differ with respect to the treatment of sick leave payments. Rhode Island pays disability benefits in full even though the claimant draws wage continuation payments. New York deducts from the benefits any payment from the employer or from a fund contributed to by the employer, except for benefits paid pursuant to a collective bargaining agreement. In California, New Jersey, and Puerto Rico, benefits plus paid sick leave for any week during disability may not exceed the individual’s weekly earnings before their disablement. Railroad workers are not eligible for TDI benefits while they receive sick leave pay. In all seven TDI systems, as with unemployment insurance, weekly benefit amounts are related to a claimant’s previous earnings in covered employment. In general, the benefit amount for a week is intended to replace at least one-half the weekly wage loss for a limited time. All the laws, however, specify minimum and maximum amounts payable for a week. The maximum duration of benefits varies from 26 weeks to 52 weeks. Hawaii, New York, and Puerto Rico have a uniform duration of 26 weeks for all claimants; New Jersey has a variable duration of up to 26 weeks; Rhode Island has a variable duration of up to 30 weeks; and California and the railroad program have a variable duration of up to 52 weeks. Under the railroad program, duration of benefits varies from 26 weeks to 52 weeks, on the basis of the total number of years of employment in the industry. In the other jurisdictions, limited predisability “base period” wages reduce benefit duration. A noncompensable waiting period of a week or 7 consecutive days of disability (4 days for railroad workers) is generally required before the payment of benefits for subsequent weeks.

The statutory provisions described above govern the benefits payable to employees covered by the stateoperated plans. In those states where private plans are permitted to participate, those provisions represent standards against which the private plan can be measured (in accordance with provisions in the state law).

Financing and Administration Under each of the laws, except for that governing the railroad program, employees may be required to contribute to the cost of the temporary disability benefit. In five of the jurisdictions (all but California and Rhode Island), employers are also required to contribute. In general, the government does not contribute. Five of the seven TDI programs are administered by the same agency that administers unemployment insurance. Under those programs, the unemployment insurance administrative machinery is used to collect contributions, to maintain wage records, to determine eligibility, and to pay benefits to workers under the stateoperated funds. By contrast, the New York program is administered by the state Workers’ Compensation Board, and the Hawaii program is administered by a separate division of the Department of Labor and Industrial Relations. Claims in New York and Hawaii are filed with and paid by the employer, the insurance carrier, or the union health and welfare fund that is operating the private plan. The state agency limits its functions to supervising private plans, setting standards of performance, and adjudicating disputed claims arising between claimants and carriers. A similar situation applies to claimants under private plans in California, New Jersey, and Puerto Rico. CONTACT: Loryn M. Lancaster (202) 693-2994 or [email protected].


Black Lung Benefits The Black Lung benefit program established by the Federal Coal Mine Health and Safety Act of 1969 provides monthly benefit payments to coal miners totally disabled as a result of pneumoconiosis, to the widows of coal miners who died as a result of pneumoconiosis, and to their dependents. The Social Security Administration (SSA) was initially responsible for the payment and administration of all benefits. The Black Lung Benefits Act of 1972 designated program operations related to claims filed through December 31, 1973 (with certain exceptions) as Part B, designated claims filed thereafter as Part C, established different financing provisions for Part C, and assigned jurisdiction for Part C to the Department of Labor (DOL). On October 1, 1997, responsibility for maintenance and payment of Part B benefits was also transferred from SSA to DOL; SSA, however, maintained responsibility for conducting formal hearings to resolve contested issues regarding Part B claims. Data on all Part B claims are reported in this Supplement. Part C data are reported by DOL’s Office of Workers’ Compensation Programs (OWCP) in the OWCP Annual Report to Congress. Legislation enacted November 2, 2002 (Public Law 107-275) permanently transferred the responsibility for all Black Lung claims (Parts B and C) to OWCP. SSA continues to handle only a small number of pending Part B appeals cases. The basic Black Lung benefit rate is set by law at 37 1/2 percent of the monthly pay rate for federal employees in the first step of grade GS-2. The basic rate to a miner or widow may be increased according to the number of qualified dependents—50 percent of the basic benefit rate if one dependent qualifies, 75 percent for two dependents, and 100 percent for three or more dependents.


Black Lung payments are tied directly to federal employee salary scales, and increases are automatically payable when federal salaries are increased. Reflecting a 1.0 percent adjustment effective January 1, 2015, monthly benefit rates are: • Miner or widow, $638.00 • Miner or widow and 1 dependent, $957.00 • Miner or widow and 2 dependents, $1,116.00 • Miner or widow and 3 or more dependents (family benefit), $1,276.00 If a miner or surviving spouse is receiving workers’ compensation, unemployment compensation, or disability insurance payments under state law, the Black Lung benefit is offset by the amount being paid under these other programs. The amendments of 1972 extended benefit payments to full orphans, parents, brothers, and sisters of deceased miners. Under earlier law, survivor payments were limited to widows and their dependent children (if the miner and spouse were both deceased, no benefits were payable to surviving children). These amendments also expanded coverage to include surface as well as underground coal miners. CONTACT: Bennett Stewart (606) 218-9236 or [email protected].

Veterans’ Disability Benefits Compensation for Service-connected Disabilities Disability compensation is a monetary benefit paid to veterans who are disabled by injury or disease incurred in or aggravated during active military service. Individuals discharged or separated from military service under dishonorable conditions are generally not eligible for compensation payments. The amount of monthly compensation depends on the degree of disability, rated as the percentage of normal function lost. Effective December 1, 2014, payments range from $133 a month for a 10 percent disability to $2,907 a month for total disability. Veterans who have at least a 30 percent service-connected disability are entitled to an additional dependent’s allowance. The amount is based on the number of dependents and degree of disability.

Pensions for Nonservice-connected Disabilities Monthly benefits are provided to wartime veterans with limited income and resources who are totally and permanently disabled because of a condition not attributable to their military service. To qualify for these pensions, a veteran must have served in one or more of the following designated war periods: The Mexican Border Period, World War I, World War II, the Korean Conflict, the Vietnam Era, or the Gulf War. The period of service must have lasted at least 90 days, at least one day of which was during a war period, and the discharge or separation cannot have been dishonorable. Service less than 90 days is acceptable if the veteran was discharged with a service-connected disability.

Pension payments are reduced by countable income. Some medical and other expenses are allowed as deductions from countable income. Veterans aged 65 or older who meet service, net worth, and income requirements are eligible for a pension, regardless of current physical condition. Effective December 1, 2014, maximum benefit amounts for nonservice-connected disabilities range from $1,072 per month for a veteran without a dependent spouse or child to $2,198 per month for a veteran who is in need of regular aid and attendance and who has one dependent. For each additional dependent child, the pension is raised by $183 per month. For additional information about benefits and services available from the Department of Veterans Affairs, see Federal Benefits for Veterans, Dependents and Survivors at http://www.va.gov/opa/publications /benefits_book.asp. CONTACT: 1-800-827-1000 or [email protected].


Section 2

Program Provisions and SSA Administrative Data Old-Age, Survivors, and Disability Insurance Coverage, Financing, and Insured Status

2.1

Benefit Computation and Automatic Adjustments

2.12

Benefit Types and Levels

2.42

Effect of Current Earnings and Taxation of Benefits

2.61

Other Programs Supplemental Security Income

2.68

Medicare 2.70 Medicaid 2.73

SSA Administrative Data Offices and Staff

2.75

Claims Workloads

2.78

Service Delivery

2.79

Hearings and Appeals

2.80

2.A OASDI: Coverage, Financing, and Insured Status Table 2.A1—Covered employment and self-employment provisions, by year enacted Year enacted

Coverage election or waiver

Provision

1935

...

All workers in commerce and industry (except railroads) under age 65 in the continental United States, Alaska, and Hawaii and on American vessels. (Covered after 1936.)

1939

...

Age restriction eliminated.

1946

...

Railroad and Social Security earnings combined to determine eligibility for and amount of survivors benefits.

1950

...

Regularly employed farm and domestic workers. Nonfarm self-employed (except members of professional groups). Federal civilian employees not under a federal retirement system. U.S. citizens employed outside the United States by American employers. Workers in Puerto Rico and the U.S. Virgin Islands (effective January 1, 1951).

Elective by employer

State and local government employees not under a state and local government retirement system. Termination permitted 2 years after giving notice if group has 5 years of coverage when notice is given.

Elective by employer and employee

Employees (other than members of the clergy) of nonprofit organizations (upon election by employer, each current employee given a choice as to coverage; new employees are covered). Nonprofit organizations permitted to terminate coverage 2 years after giving notice, if the organization has 8 years of coverage when notice is given.

1951

...

Railroad workers with less than 10 years of service, for all benefits. (After October 1951, coverage retroactive to 1937.)

1954

...

Farm self-employed. Professional self-employed except lawyers, dentists, physicians, and members of other medical groups (taxable years ending after 1954). Additional regularly employed farm and domestic workers. Homeworkers.


U.S. citizens employed outside the United States by a foreign subsidiary of an American employer.


State and local government employees (except fire fighters and police personnel) under a state or local government retirement system (coverage provided at state's option; a majority of the eligible employees must vote in favor). See above (elective by employer, 1950) for termination rule.

Elective by individual

Members of the clergy and of religious orders not under a vow of poverty.

...

Members of the uniformed services on active duty or on active duty for training. Remainder of professional self-employed except physicians (taxable years ending after 1955). Farm landlords who materially participate in farm operations.


Fire fighters and police personnel in designated states. State and local government employees under a state or local government retirement system in designated states may be divided into two systems, one excluding employees not desiring coverage (new employees covered).

1960

...

U.S. citizens employed in United States by foreign governments or international organizations. Parents working for children (except domestic or casual labor). Workers in Guam and American Samoa.

1965

...

Interns. Self-employed physicians (taxable years ending on or after December 31, 1965). Tips for employee tax only.


Members of certain religious sects may obtain exemptions from self-employed coverage (retroactive to 1951).


Fire fighters under state and local government retirement system (under a majority favorable vote) and only if governor of state certifies Social Security protection.

Subject to waiver by individual

Members of the clergy and of religious orders not under a vow of poverty are covered automatically, but they can choose to be exempt on grounds of conscience or religious principles. Taxable years ending after 1967.

1972


Members of a religious order who are subject to a vow of poverty. Retroactivity allowed for 5 years but not earlier than January 1, 1968.

1977


Members of the clergy and of religious orders who filed an application for exemption from coverage may revoke the exemption if the revocation is filed before the due date of the individual's federal income tax return for the first taxable year beginning after December 20, 1977.

1982

...

Federal employees—Hospital Insurance (Part A) program only, effective January 1, 1983.

1956

1967

(Continued)

Annual Statistical Supplement, 2015 ♦ 2.1

2.A OASDI: Coverage, Financing, and Insured Status Table 2.A1—Covered employment and self-employment provisions, by year enacted—Continued Year enacted 1983

1984

1986

Coverage election or waiver

Provision

...

Federal employees newly hired after December 31, 1983, including executive, legislative, and judicial branch employees, and also including those hired before January 1, 1984, with a break in service lasting more than 365 days. Excludes reemployed annuitants hired before January 1, 1984.

...

Legislative branch employees hired before 1984 who were not participating in the Civil Service Retirement System on December 31, 1983.

...

Members of Congress, the president, the vice president, sitting federal judges, and most executive-level political appointees of the federal government.

...

Employees of nonprofit organizations.

...

U.S. residents employed outside the United States by American employers.


U.S. residents employed outside the United States by a foreign affiliate of an American employer.

...

Employees of nonprofit organizations placed under compulsory coverage; nonprofit organizations prohibited from terminating coverage of their employees on or after March 31, 1983.

Elective by employer or by employer and employee

States prohibited from terminating coverage of employees (after April 20, 1983) and permitted to reinstate coverage for a terminated group.

...

Rehired federal employees whose previous service was covered.

...

Persons exercising reemployment rights to noncovered federal employment retain exemption after a period (not limited to 365 or fewer days) of military or national guard service or work for an international organization.

...

Generally, all legislative branch employees except those who were participating on December 31, 1983, and are also currently participating in the Civil Service Retirement System or another federal retirement system.

...

Employees of nonprofit organizations who are also participating on a mandatory basis in the Civil Service Retirement System are treated like federal employees for Social Security tax and coverage purposes. They are therefore not covered unless hired on or after January 1, 1984, or reemployed after a break in service of more than 365 days.


Churches or church-related organizations may elect irrevocably to have services performed by their employees excluded from covered employment. Their employees are then treated as self-employed for Social Security purposes.

...

State and local government employees hired after March 31, 1986—Hospital Insurance (Part A) program only.


Members of the clergy and of religious orders who filed an application for exemption from coverage may revoke the exemption if the revocation is filed before the due date of the individual's federal income tax return for the first taxable year beginning after October 22, 1986.

Elective by employee

Employees covered under Civil Service Retirement System can elect to switch to Federal Employees Retirement System from July 1, 1987, to December 31, 1987.

1987

...

Members of uniformed services reserve components on inactive duty training. Irregularly employed farm workers (if employer's annual expenditures for farm labor is at least $2,500). Services performed in trade or business of spouse or by children aged 18 or older in trade or business of parent. For employers, the full amount of covered tips.

1990

...

State and local government employees not under a state or local government retirement system. Exceptions: (1) students employed by the educational institution they attend and (2) election workers paid less than the mandated amount ($100), unless either group covered under a state's Section 218 agreement.

1994

...

Threshold for exclusion of wages paid to election workers raised from $100 to $1,000 annually beginning January 1, 1995, and will be indexed for wage increases each year after December 31, 1999.

...

Police and fire fighters under a public retirement system can be covered for Social Security in all states.

...

Threshold for coverage of domestic employees' earnings raised from $50 per calendar quarter to $1,000 per calendar year per employer; amount subject to annual automatic adjustments. Domestic workers no longer covered for years in which they were under age 18, unless they are no longer in school and domestic employment is their principal occupation. Coverage of earnings of domestic workers on farms becomes subject to new annual threshold for domestic workers instead of annual threshold for agricultural employees.

1997

Elective by employee

Employees covered under Civil Service Retirement System can elect to switch to Federal Employees Retirement System from July 1, 1998, to December 31, 1998.

1998

...

States can modify their Social Security coverage agreements made between January 1, 1999, and March 31, 1999, to exclude from coverage services performed by students employed by state schools, colleges, or universities, effective for services performed after June 30, 2000.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].

2.2 ♦ Annual Statistical Supplement, 2015

2.A OASDI: Coverage, Financing, and Insured Status Table 2.A2—Noncontributory wage credit provisions, by year enacted Year enacted

Provision

1946

Fully insured status and average monthly wage of $160 for World War II veterans who died within 3 years after discharge.

1950

Wage credits of $160 per month of military service during World War II period (September 16, 1940–July 24, 1947).

1952

Wage credits of $160 per month of military service to December 31, 1953.

1953

Wage credits of $160 per month of military service to June 30, 1955.

1955

Wage credits of $160 per month of military service to March 31, 1956.

1956

Wage credits of $160 per month of military service to December 31, 1956.

1967

For uniformed services, wage credits of $100 for each $100 (or fraction thereof) of basic pay not in excess of $300 per calendar quarter, beginning in 1968.

1972

For uniformed services, wage credits of $300 per calendar quarter of service after 1956. (Supersedes 1967 provision.) For U.S. citizens of Japanese ancestry, wage credits for the period they were interned by the U.S. government during World War II period (December 7, 1941–December 31, 1946) and who were aged 18 or older.

1977

For uniformed services, wage credits of $100 for each $300 of basic pay up to maximum credit of $1,200 per calendar year after 1977.

2002

For uniformed services, deemed wage credits are eliminated for all years after calendar year 2001. Deemed wage credits will continue to be given for appropriate earnings for periods prior to calendar year 2002.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A3—Annual maximum taxable earnings and contribution rates, 1937–2015 Contribution rate (percent)

Annual maximum taxable earnings (dollars)

Employer and employee, each Total, OASDI HI and HI

OASDI

Self-employed person Total, OASDI HI and HI

OASI

DI

OASI

DI

HI

1937–1949 1950 1951–1953 1954 1955–1956 1957–1958 1959

3,000 3,000 3,600 3,600 4,200 4,200 4,800

... ... ... ... ... ... ...

1.0 1.5 1.5 2.0 2.0 2.25 2.5

1.0 1.5 1.5 2.0 2.0 2.0 2.25

... ... ... ... ... 0.25 0.25

... ... ... ... ... ... ...

... ... 2.25 3.0 3.0 3.375 3.75

... ... 2.25 3.0 3.0 3.0 3.375

... ... ... ... ... 0.375 0.375

... ... ... ... ... ... ...

1960–1961 1962 1963–1965 1966 1967 1968 1969

4,800 4,800 4,800 6,600 6,600 7,800 7,800

... ... ... 6,600 6,600 7,800 7,800

3.0 3.125 3.625 4.2 4.4 4.4 4.8

2.75 2.875 3.375 3.5 3.55 3.325 3.725

0.25 0.25 0.25 0.35 0.35 0.475 0.475

... ... ... 0.35 0.5 0.6 0.6

4.5 4.7 5.4 6.15 6.4 6.4 6.9

4.125 4.325 5.025 5.275 5.375 5.0875 5.5875

0.375 0.375 0.375 0.525 0.525 0.7125 0.7125

... ... ... 0.35 0.5 0.6 0.6

7,800 7,800 9,000 10,800 13,200

7,800 7,800 9,000 10,800 13,200

4.8 5.2 5.2 5.85 5.85

3.65 4.05 4.05 4.3 4.375

0.55 0.55 0.55 0.55 0.575

0.6 0.6 0.6 1.0 0.9

6.9 7.5 7.5 8.0 7.9

5.475 6.075 6.075 6.205 6.185

0.825 0.825 0.825 0.795 0.815

0.6 0.6 0.6 1.0 0.9

Year

1970 1971 1972 1973 1974 1975 1976 1977 1978 1979

a

14,100 15,300 a 16,500 a 17,700 22,900

a

a

a

14,100 15,300 16,500 a 17,700 22,900

5.85 5.85 5.85 6.05 6.13

4.375 4.375 4.375 4.275 4.33

0.575 0.575 0.575 0.775 0.75

0.9 0.9 0.9 1.0 1.05

7.9 7.9 7.9 8.1 8.1

6.185 6.185 6.185 6.01 6.01

0.815 0.815 0.815 1.09 1.04

0.9 0.9 0.9 1.0 1.05

1980 1981 1982 1983 1984

25,900 29,700 a 32,400 a 35,700 a 37,800

25,900 29,700 a 32,400 a 35,700 a 37,800

6.13 6.65 6.7 6.7 b 7.0

4.52 4.7 4.575 4.775 5.2

0.56 0.65 0.825 0.625 0.5

1.05 1.3 1.3 1.3 1.3

8.1 9.3 9.35 9.35 b 14.0

6.2725 7.025 6.8125 7.1125 10.4

0.7775 0.975 1.2375 0.9375 1.0

1.05 1.3 1.3 1.3 2.6

1985 1986 1987 1988 1989

a

a

39,600 42,000 a 43,800 a 45,000 a 48,000 a

7.05 7.15 7.15 7.51 7.51

5.2 5.2 5.2 5.53 5.53

0.5 0.5 0.5 0.53 0.53

1.35 1.45 1.45 1.45 1.45

b

a

14.1 14.3 b 14.3 b 15.02 b 15.02

10.4 10.4 10.4 11.06 11.06

1.0 1.0 1.0 1.06 1.06

2.7 2.9 2.9 2.9 2.9

1990 1991 1992 1993 1994

c

51,300 53,400 c 55,500 a 57,600 a 60,600

c

51,300 125,000 130,200 a 135,000 e

7.65 7.65 7.65 7.65 7.65

5.6 5.6 5.6 5.6 5.26

0.6 0.6 0.6 0.6 0.94

1.45 1.45 1.45 1.45 1.45

15.3 15.3 15.3 15.3 15.3

11.2 11.2 11.2 11.2 10.52

1.2 1.2 1.2 1.2 1.88

2.9 2.9 2.9 2.9 2.9

1995 1996 1997 1998 1999

a

e e e e e

7.65 7.65 7.65 7.65 7.65

5.26 5.26 5.35 5.35 5.35

0.94 0.94 0.85 0.85 0.85

1.45 1.45 1.45 1.45 1.45

15.3 15.3 15.3 15.3 15.3

10.52 10.52 10.7 10.7 10.7

1.88 1.88 1.7 1.7 1.7

2.9 2.9 2.9 2.9 2.9

a

39,600 42,000 a 43,800 a 45,000 a 48,000 c

61,200 62,700 a 65,400 a 68,400 a 72,600 a

d

b

(Continued)


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A3—Annual maximum taxable earnings and contribution rates, 1937–2015—Continued Contribution rate (percent)

Annual maximum taxable earnings (dollars) OASDI

Employer and employee, each Total, OASDI HI and HI

Self-employed person Total, OASDI HI and HI

OASI

DI

OASI

DI

HI

2000 2001 2002 2003 2004

a

76,200 a 80,400 a 84,900 a 87,000 a 87,900

e e e e e

7.65 7.65 7.65 7.65 7.65

5.3 5.3 5.3 5.3 5.3

0.9 0.9 0.9 0.9 0.9

1.45 1.45 1.45 1.45 1.45

15.3 15.3 15.3 15.3 15.3

10.6 10.6 10.6 10.6 10.6

1.8 1.8 1.8 1.8 1.8

2.9 2.9 2.9 2.9 2.9

2005 2006 2007 2008 2009

a

90,000 94,200 97,500 a 102,000 a 106,800

e e e e e

7.65 7.65 7.65 7.65 7.65

5.3 5.3 5.3 5.3 5.3

0.9 0.9 0.9 0.9 0.9

1.45 1.45 1.45 1.45 1.45

15.3 15.3 15.3 15.3 15.3

10.6 10.6 10.6 10.6 10.6

1.8 1.8 1.8 1.8 1.8

2.9 2.9 2.9 2.9 2.9

2010 2011 2012 2013 h h 2014 h 2015

a

e e e e e e

7.65 7.65 g 7.65 7.65 7.65 7.65

5.3 5.3 5.3 5.3 5.3 5.3

0.9 0.9 0.9 0.9 0.9 0.9

1.45 1.45 1.45 1.45 1.45 1.45

15.3 15.3 g 15.3 15.3 15.3 15.3

10.6 10.6 10.6 10.6 10.6 10.6

1.8 1.8 1.8 1.8 1.8 1.8

2.9 2.9 2.9 2.9 2.9 2.9

Year

a a

106,800 106,800 a 110,100 a 113,700 a 117,000 a 118,500 a

f

g

g

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: DI = Disability Insurance; HI = Hospital Insurance; OASI = Old-Age and Survivors Insurance; OASDI = Old-Age, Survivors, and Disability Insurance; . . . = not applicable. Table shows the contribution (tax) rates used to determine total amounts received by the trust funds. Occasional temporary tax credits and rate reductions affect the rates paid by employers, employees, or self-employed persons, and are summarized in footnotes as applicable. a. Based on automatic adjustment, under legislation in 1972 (as modified by legislation in 1973), in proportion to increases in average wage level. b. In 1984, the 5.7 percent OASDI tax on taxable wages of employees was offset by a tax credit of 0.3 percent, resulting in an effective employee tax rate of 5.4 percent. However, the OASDI trust funds received the full 5.7 percent because of a general revenue transfer equivalent to 0.3 percent of taxable wages. Similar credits of 2.7 percent, 2.3 percent, and 2.0 percent were allowed against the combined OASDI and HI taxes on net earnings from self-employment in 1984, 1985, and from 1986 to 1989, respectively. c. Based on automatic adjustment, under legislation in 1972 (as modified by legislation in 1973), using a transitional rule, specified by the Omnibus Budget Reconciliation Act (OBRA) of 1989, for computing a "deemed" average annual wage for 1988, 1989, and 1990. d. Based on legislation in 1990. e. Upper limit on earnings subject to HI taxes was repealed by OBRA 1993. f. For 2010, most employers were exempt from paying the employer share of OASDI tax on wages paid to certain qualified individuals hired after February 3. Amounts equal to the revenue forgone were transferred from the general fund of the Treasury to the OASI and DI trust funds. g. For 2011 and 2012, the combined OASDI payroll tax rate was reduced by 2.0 percent for employees and for self-employed workers, resulting in a 4.2 percent effective tax rate for employees and a 10.4 percent effective tax rate for self-employed workers. The authorizing legislation does not specify percentage reductions attributable to the separate OASI and DI trust funds. Amounts equal to the revenue forgone were transferred from the general fund of the Treasury to the trust funds. h. Beginning in 2013, an additional HI tax of 0.9 percent is assessed on earned income exceeding $200,000 for individuals and $250,000 for married couples filing jointly. This additional HI tax rate is not reflected in the contribution rates shown in the table. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A4—Maximum annual amount of contributions, 1937–2015 (in dollars) Employee

Self-employed person

Total, OASDI and HI

Subtotal, OASDI

Subtotal, OASDI

OASI

DI

1937–1949 1950 1951–1953 1954 1955–1956 1957–1958 1959

30.00 45.00 54.00 72.00 84.00 94.50 120.00

30.00 45.00 54.00 72.00 84.00 94.50 120.00

30.00 45.00 54.00 72.00 84.00 84.00 108.00

... ... ... ... ... 10.50 12.00

... ... ... ... ... ... ...

OASI

DI

HI

... ... 81.00 108.00 126.00 141.75 180.00

... ... 81.00 108.00 126.00 141.75 180.00

... ... 81.00 108.00 126.00 126.00 162.00

... ... ... ... ... 15.75 18.00

... ... ... ... ... ... ...

1960–1961 1962 1963–1965 1966 1967 1968 1969

144.00 150.00 174.00 277.20 290.40 343.20 374.40

144.00 150.00 174.00 254.10 257.40 296.40 327.60

132.00 138.00 162.00 231.00 234.30 259.35 290.55

12.00 12.00 12.00 23.10 23.10 37.05 37.05

... ... ... 23.10 33.00 46.80 46.80

216.00 225.60 259.20 405.90 422.40 499.20 538.20

216.00 225.60 259.20 382.80 389.40 452.40 491.40

198.00 207.60 241.20 348.15 354.75 396.83 435.83

18.00 18.00 18.00 34.65 34.65 55.58 55.58

... ... ... 23.10 33.00 46.80 46.80

1970 1971 1972 1973 1974

374.40 405.60 468.00 631.80 772.20

327.60 358.80 414.00 523.80 653.40

284.70 315.90 364.50 464.40 577.50

42.90 42.90 49.50 59.40 75.90

46.80 46.80 54.00 108.00 118.80

538.20 585.00 675.00 864.00 1,042.80

491.40 538.20 621.00 756.00 924.00

427.05 473.85 546.75 670.14 816.42

64.35 64.35 74.25 85.86 107.58

46.80 46.80 54.00 108.00 118.80

1975 1976 1977 1978 1979

824.85 895.05 965.25 1,070.85 1,403.77

697.95 757.35 816.75 893.85 1,163.32

616.88 669.38 721.88 756.68 991.59

81.08 87.98 94.88 137.18 171.75

126.90 137.70 148.50 177.00 240.45

1,113.90 1,208.70 1,303.50 1,433.70 1,854.90

987.00 1,071.00 1,155.00 1,256.70 1,614.45

872.09 946.31 1,020.53 1,063.77 1,376.29

114.92 124.70 134.48 192.93 238.16

126.90 137.70 148.50 177.00 240.45

1980 1981 1982 1983 1984 a

1,587.67 1,975.05 2,170.80 2,391.90 2,646.00

1,315.72 1,588.95 1,749.60 1,927.80 2,154.60

1,170.68 1,395.90 1,482.30 1,704.68 1,965.60

145.04 193.05 267.30 223.13 189.00

271.95 386.10 421.20 464.10 491.40

2,097.90 2,762.10 3,029.40 3,337.95 5,292.00

1,825.95 2,376.00 2,608.20 2,873.85 4,309.20

1,624.58 2,086.43 2,207.25 2,539.16 3,931.20

201.37 289.57 400.95 334.69 378.00

271.95 386.10 421.20 464.10 982.80

1985 a 1986 a 1987 a 1988 a 1989 a

2,791.80 3,003.00 3,131.70 3,379.50 3,604.80

2,257.20 2,394.00 2,496.60 2,727.00 2,908.80

2,059.20 2,184.00 2,277.60 2,488.50 2,654.40

198.00 210.00 219.00 238.50 254.40

534.60 609.00 635.10 652.50 696.00

5,583.60 6,006.00 6,263.40 6,759.00 7,209.60

4,514.40 4,788.00 4,993.20 5,454.00 5,817.60

4,118.40 4,368.00 4,555.20 4,977.00 5,308.80

396.00 420.00 438.00 477.00 508.80

1,069.20 1,218.00 1,270.20 1,305.00 1,392.00

1990 1991 1992 1993 1994

3,924.45 5,123.30 5,328.90 5,528.70 b

3,180.60 3,310.80 3,441.00 3,571.20 3,757.20

2,872.80 2,990.40 3,108.00 3,225.60 3,187.56

307.80 320.40 333.00 345.60 569.64

743.85 1,812.50 1,887.90 1,957.50 b

7,848.90 10,246.60 10,657.80 11,057.40 b

6,361.20 6,621.60 6,882.00 7,142.40 7,514.40

5,745.60 5,980.80 6,216.00 6,451.20 6,375.12

615.60 640.80 666.00 691.20 1,139.28

1,487.70 3,625.00 3,775.80 3,915.00 b

1995 1996 1997 1998 1999

b b b b b

3,794.40 3,887.40 4,054.80 4,240.80 4,501.20

3,219.12 3,298.02 3,498.90 3,659.40 3,884.10

575.28 589.38 555.90 581.40 617.10

b b b b b

b b b b b

7,588.80 7,774.80 8,109.60 8,481.60 9,002.40

6,438.24 6,596.04 6,997.80 7,318.80 7,768.20

1,150.56 1,178.76 1,111.80 1,162.80 1,234.20

b b b b b

Year

Total, OASDI HI and HI

(Continued)


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A4—Maximum annual amount of contributions, 1937–2015 (in dollars)—Continued Employee

Self-employed person

Year

Total, OASDI and HI

Subtotal, OASDI

Total, OASDI HI and HI

Subtotal, OASDI

OASI

DI

2000 2001 2002 2003 2004

b b b b b

4,724.40 4,984.80 5,236.80 5,394.00 5,449.80

4,038.60 4,261.20 4,499.70 4,611.00 4,658.70

685.80 723.60 764.10 783.00 791.10

b b b b b

OASI

DI

HI

b b b b b

9,448.80 9,969.60 10,527.60 10,788.00 10,899.60

8,077.20 8,522.40 8,999.40 9,222.00 9,317.40

1,371.60 1,447.20 1,528.20 1,566.00 1,582.20

b b b b b

2005 2006 2007 2008 2009

b b b b b

5,580.00 5,840.40 6,045.00 6,324.00 6,621.60

4,770.00 4,992.60 5,167.50 5,406.00 5,660.40

810.00 847.80 877.50 918.00 961.20

b b b b b

b b b b b

11,160.00 11,680.80 12,090.00 12,648.00 13,243.20

9,540.00 9,985.20 10,335.00 10,812.00 11,320.80

1,620.00 1,695.60 1,755.00 1,836.00 1,922.40

b b b b b

2010 2011 c c 2012 d 2013 d 2014 2015 d

b b b b b b

6,621.60 6,621.60 6,826.20 7,049.40 7,254.00 7,347.00

5,660.40 5,660.40 5,835.30 6,026.10 6,201.00 6,280.50

961.20 961.20 990.90 1,023.30 1,053.00 1,066.50

b b b b b b

b b b b b b

13,243.20 13,243.20 13,652.40 14,098.80 14,508.00 14,694.00

11,320.80 11,320.80 11,670.60 12,052.20 12,402.00 12,561.00

1,922.40 1,922.40 1,981.80 2,046.60 2,106.00 2,133.00

b b b b b b

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: DI = Disability Insurance; HI = Hospital Insurance; OASI = Old-Age and Survivors Insurance; OASDI = Old-Age, Survivors, and Disability Insurance; . . . = not applicable. Table shows the maximum contributions (taxes) received by the trust funds from an individual worker. Occasional temporary tax credits and rate reductions affect the amounts paid by workers, and are summarized in footnotes as applicable. a. In 1984, the 5.7 percent OASDI tax on taxable wages of employees was offset by a tax credit of 0.3 percent, resulting in an effective employee tax rate of 5.4 percent. However, the OASDI trust funds received the full 5.7 percent because of a general revenue transfer equivalent to 0.3 percent of taxable wages. Similar credits of 2.7 percent, 2.3 percent, and 2.0 percent were allowed against the combined OASDI and HI taxes on net earnings from self-employment in 1984, 1985, and from 1986 to 1989, respectively. b. Upper limit on earnings subject to HI taxes was repealed by the Omnibus Budget Reconciliation Act (OBRA) of 1993. c. For 2011 and 2012, the combined OASDI payroll tax rate was reduced by 2.0 percent for employees and for self-employed workers. Thus, for 2011, the maximum OASDI contribution for employees was $4,485.60 and for self-employed workers was $11,107.20; and for 2012, the maximum OASDI contribution for employees was $4,624.20 and for self-employed workers was $11,450.40. The authorizing legislation does not specify percentage reductions attributable to the separate OASI and DI trust funds. Amounts equal to the revenue forgone were transferred from the general fund of the Treasury to the trust funds. d. Beginning in 2013, an additional HI tax of 0.9 percent is assessed on earned income exceeding $200,000 for individuals and $250,000 for married couples filing jointly. This additional HI tax amount is not reflected in the contribution amounts shown in the table. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A5—Tax credits enacted in 1983 Group

Tax payable under—

Percentage of earnings

Tax credit, effective with respect to—

Employee

Federal Insurance Contributions Act (FICA)

0.3

Remuneration paid in calendar year 1984

Self-employed

Self-Employment Contributions Act (SECA)

2.7

Self-employment income for taxable years beginning in 1984

2.3

Self-employment income for taxable years beginning in 1985

2.0

Self-employment income for taxable years beginning in 1986, 1987, 1988, and 1989

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: During this period, scheduled taxes were credited to the Social Security (Old-Age, Survivors, and Disability Insurance, or OASDI) trust funds, monies for tax credits were paid from the Treasury, and the reduced tax rates were paid by employees and the self-employed. Tables 2.A3 and 2.A4 show the tax rate and tax amount paid by employers and received by the OASDI trust funds. In 1984, the 5.7 percent OASDI tax on taxable wages of employees was offset by a tax credit of 0.3 percent, resulting in an effective employee tax rate of 5.4 percent. However, the OASDI trust funds received the full 5.7 percent because of a general revenue transfer equivalent to 0.3 percent of taxable wages. Similar credits of 2.7 percent, 2.3 percent, and 2.0 percent were allowed against the combined OASDI and Hospital Insurance (HI) taxes on net earnings from self-employment in 1984, 1985, and from 1986 to 1989, respectively. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A6—Appropriations from general revenues and interfund borrowing provisions, by type of transaction and year enacted Year enacted

Provision Appropriations from general revenues

1935

Annual appropriations to the old-age reserve account to provide payments; direct appropriation to pay for administrative expenses.

1939

Trust fund created from which benefits and administrative expenses were to be paid.

1944

General authorization to finance benefits and payments.

1947

For cost of gratuitous military service wage credits.

1950

General authorization repealed.

1951

Railroad interchange provisions enacted.

1956

For cost of gratuitous military service wage credits.

1966

For cost of transitional uninsured monthly benefits for those aged 72 and older with fewer than 3 quarters of coverage.

1972

For cost of gratuitous wage credits for Japanese-American internees.

1983

A lump-sum payment to the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds equal to (1) the present value of the estimated additional benefits arising from the gratuitous military service wage credits for service before 1957 and (2) the amount of the combined employer-employee OASDI taxes on the gratuitous wage credits for service after 1956 and before 1984 but less any amounts previously transferred. After 1983, the trust funds will be reimbursed on a current basis for employer-employee taxes on such wage credits for service after 1983. A lump-sum payment to the OASDI trust funds representing the amount of uncashed benefit checks (including interest) issued in the past. In the future, the trust funds will be credited on a regular basis. All transfers made for uncashed benefit checks will be subject to the annual appropriation process. Transfers in each year from the Treasury Department to the OASDI trust funds of amounts equal to income tax receipts attributable to inclusion of Social Security benefits in taxable income. For tax credits for part of the 1984 employment FICA tax and part of the tax on self-employment income under SECA for 1984–1989, see Table 2.A5.

1993

Transfers in each year from the Treasury Department to the Hospital Insurance (HI) trust fund of amounts equal to income tax receipts attributable to the increased portions of Social Security benefits included in taxable income under the 1993 Act. Interfund borrowing

1981

Interfund borrowing permitted among Old-Age and Survivors Insurance (OASI), Disability Insurance (DI), and Hospital Insurance (HI) trust funds as needed until December 31, 1982. For all or part of any loan to be repaid, the managing trustee determines if assets of borrowing trust fund(s) are sufficient for that purpose. Interest with respect to any outstanding loan balance at a rate equal to the rate earned by lending trust fund is transferred from time to time.

1983

Interfund borrowing reauthorized among OASI, DI, and HI trust funds for calendar years 1983–1987, with provisions for scheduled repayment, no later than December 31, 1989, of principal and interest (including amounts borrowed in 1982). No borrowing permitted from any fund that has been reduced to specified levels.



2.A OASDI: Coverage, Financing, and Insured Status Table 2.A7—Insured status (benefit eligibility) provisions, by eligibility concept and year enacted Year enacted

Provision Quarter of coverage

1939

Calendar quarter in which $50 of wages is earned. Four quarters of coverage QC are credited for covered earnings equal to maximum limitation for the year.

1946

Calendar quarter in which $50 of wages is paid.

1950

Calendar quarter credited with $100 of self-employment income (reported annually).

1954

Calendar quarter credited with $100 of agricultural wages (reported annually).

1977

Calendar quarters of coverage (up to 4) for each $250 of annual earnings, effective January 1, 1978(effective on January 1 of each year, dollar amount subject to automatic increase): Year

Amount (dollars)

1979 1980 1981 1982 1983 1984

260 290 310 340 370 390

1985 1986 1987 1988 1989

410 440 460 470 500

1990 1991 1992 1993 1994

520 540 570 590 620

1995 1996 1997 1998 1999

630 640 670 700 740

2000 2001 2002 2003 2004

780 830 870 890 900

2005 2006 2007 2008 2009

920 970 1,000 1,050 1,090

2010 2011 2012 2013 2014 2015

1,120 1,120 1,130 1,160 1,200 1,220 Disability definition

1954

Inability to engage in substantial gainful activity because of any medically determinable permanent physical or mental impairment.

1965

Disability lasting at least 12 months. For blind persons aged 55–64, inability to engage in usual occupation.

1967

Disability that precludes engagement in any substantial gainful work existing in the national economy. For surviving spouse, disability precludes any gainful activity.

1990

More restrictive definition for surviving spouse eliminated.

1954

Continuous period of at least 6 months as defined above or of blindness.

1972

At least 5 months of disability.

Period of disability

(Continued)


2.A OASDI: Coverage, Financing, and Insured Status Table 2.A7—Insured status (benefit eligibility) provisions, by eligibility concept and year enacted—Continued Year enacted

Provision Fully insured

1935

Cumulative wages of $2,000 and employment in each of 5 years after 1936 and before attainment of age 65.

1939

QC equal to one-half the quarters elapsed after 1936 (or quarter in which age 21 attained) and before quarter of death or attainment of age 65. Minimum 6 QC, maximum 40 QC.

1950

Elapsed period measured after 1950 (QC earned at any time are used).

1954

Period of disability excluded from elapsed period. Alternatively, QC earned in all quarters after 1954 and before quarter in which age 65 attained (minimum 6 QC).

1956

Elapsed period measured to age 62 for women. Alternatively, QC earned in all except 4 quarters after 1954 and before quarter in which age 65 attained (62 for women).

1960

QC reduced to one-third the elapsed quarters.

1961

QC equal to years elapsed after 1950 (or year age 21 attained) and before year of death or age 65 (62 for women).

1972

Elapsed period for men reaching age 62 after 1972, measured to age 62 or to 1975, if later.

1983

Any person aged 55 or older on January 1, 1984, and employed by a nonprofit organization to whose employees coverage is extended solely by reason of the new compulsory coverage provision will be deemed fully insured upon subsequently acquiring 6 QC if aged 60 or older on January 1, 1984; 8 QC if aged 59; 12 QC if aged 58; 16 QC if aged 57; and 20 QC if aged 55 or 56.

2004

Workers who are not citizens or nationals of the United States (referred to here as noncitizens) must meet additional requirements to be fully or currently insured. Noncitizen workers whose Social Security number (SSN) was originally assigned on or after January 1, 2004, must have been issued an SSN for work purposes at any time on or after January 1, 2004; or must have been admitted to the United States at any time as a nonimmigrant visitor for business (B-1) or as an alien crewman (D-1 or D-2).

1939

6 QC earned in 12 quarters before quarter of death.

1946

6 QC earned in preceding 13 quarters, including quarter of death.

1950

Including quarter of retirement added.

1954

Including quarter of disablement added.

2004

Workers who are not citizens or nationals of the United States (referred to here as noncitizens) must meet additional requirements to be fully or currently insured. Noncitizen workers whose Social Security number (SSN) was originally assigned on or after January 1, 2004, must have been issued an SSN for work purposes at any time on or after January 1, 2004; or must have been admitted to the United States at any time as a nonimmigrant visitor for business (B-1) or as an alien crewman (D-1 or D-2).

1954

20 QC earned in last 40 quarters, including quarter of disablement, and currently insured.

1956

Fully insured requirement added.

1958

Currently insured requirement eliminated.

1960

Alternatively, 20 QC earned before quarter of disablement (not necessarily in last 40 quarters) but QC earned in all quarters after 1950, with minimum of 6 QC.

1965

Alternatively, for blind under age 31, QC earned in one-half the quarters elapsed after age 21, with minimum of 6 QC. For blind under age 24, 6 QC earned in preceding 12 quarters.

1967

For all disabled under age 31, same alternative.

1972

For blind, requirement for recent QC eliminated.

1983

For those who become disabled again at age 31 or older and who were previously disabled before age 31, same alternative as that for those under age 31.

Currently insured

Disability insured

Transitionally insured 1965

Same as fully insured, but minimum reduced to 3 QC. Requirement for special age-72 monthly benefit

1966

3 QC for each year elapsed after 1966 and before attainment of age 72. (No QC if aged 72 before 1968.)

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A8—Factors for indexing earnings, 1951–2015

Year


Average annual wage a (dollars)

2000

2001

2002

2003

2004

2005

2006

2007

1951 1952 1953 1954

3,600 3,600 3,600 3,600

2,799.16 2,973.32 3,139.44 3,155.64

10.3107504 9.7068059 9.1931809 9.1459862

10.8853513 10.2477500 9.7055016 9.6556768

11.4873105 10.8144498 10.2422152 10.1896351

11.7613570 11.0724443 10.4865581 10.4327236

11.8793102 11.1834885 10.5917265 10.5373522

12.1697045 11.4568731 10.8506453 10.7949418

12.7354456 11.9894764 11.3550665 11.2967734

13.2014390 12.4281746 11.7705514 11.7101254

1955 1956 1957 1958 1959

4,200 4,200 4,200 4,200 4,800

3,301.44 3,532.36 3,641.72 3,673.80 3,855.80

8.7420762 8.1705828 7.9252221 7.8560183 7.4852015

9.2292575 8.6259158 8.3668816 8.2938211 7.9023393

9.7396348 9.1029284 8.8295695 8.7524688 8.3393381

9.9719880 9.3200919 9.0402118 8.9612717 8.5382852

10.0719959 9.4135620 9.1308750 9.0511432 8.6239146

10.3182096 9.6436801 9.3540827 9.2724019 8.8347295

10.7978791 10.0919923 9.7889322 9.7034542 9.2454354

11.1929764 10.4612610 10.1471118 10.0585062 9.5837284

1960 1961 1962 1963 1964

4,800 4,800 4,800 4,800 4,800

4,007.12 4,086.76 4,291.40 4,396.64 4,576.32

7.2025395 7.0621813 6.7254136 6.5644310 6.3066918

7.6039250 7.4557449 7.1002097 6.9302558 6.6581533

8.0244215 7.8680471 7.4928508 7.3134985 7.0263487

8.2158558 8.0557508 7.6716037 7.4879726 7.1939724

8.2982516 8.1365409 7.7485413 7.5630686 7.2661199

8.5011055 8.3354418 7.9379573 7.7479507 7.4437430

8.8963021 8.7229370 8.3069744 8.1081348 7.7897852

9.2218202 9.0421116 8.6109288 8.4048137 8.0748156

1965 1966 1967 1968 1969

4,800 6,600 6,600 7,800 7,800

4,658.72 4,938.36 5,213.44 5,571.76 5,893.76

6.1951437 5.8443370 5.5359686 5.1799503 4.8969486

6.5403888 6.1700322 5.8444789 5.4686203 5.1698474

6.9020718 6.5112345 6.1676782 5.7710346 5.4557396

7.0667308 6.6665695 6.3148171 5.9087111 5.5858942

7.1376022 6.7334277 6.3781476 5.9679688 5.6419145

7.3120836 6.8980289 6.5340639 6.1138581 5.7798332

7.6520053 7.2187022 6.8378173 6.3980771 6.0485242

7.9319942 7.4828364 7.0880148 6.6321844 6.2698413

1970 1971 1972 1973 1974

7,800 7,800 9,000 10,800 13,200

6,186.24 6,497.08 7,133.80 7,580.16 8,030.76

4.6654252 4.4422171 4.0457316 3.8074975 3.5938616

4.9254216 4.6897745 4.2711935 4.0196830 3.7941415

5.1977970 4.9491187 4.5073902 4.2419711 4.0039573

5.3217981 5.0671871 4.6149205 4.3431695 4.0994775

5.3751697 5.1180053 4.6612030 4.3867267 4.1405907

5.5065678 5.2431169 4.7751479 4.4939619 4.2418090

5.7625553 5.4868572 4.9971334 4.7028757 4.4390008

5.9734087 5.6876227 5.1799798 4.8749551 4.6014250

1975 1976 1977 1978 1979

14,100 15,300 16,500 17,700 22,900

8,630.92 9,226.48 9,779.44 10,556.03 11,479.46

3.3439587 3.1281095 2.9512365 2.7341188 2.5141810

3.5303119 3.3024339 3.1157040 2.8864867 2.6542921

3.7255379 3.4850582 3.2880022 3.0461092 2.8010743

3.8144161 3.5681994 3.3664423 3.1187786 2.8678980

3.8526704 3.6039844 3.4002039 3.1500564 2.8966598

3.9468504 3.6920852 3.4833232 3.2270607 2.9674697

4.1303303 3.8637216 3.6452547 3.3770793 3.1054205

4.2814601 4.0050962 3.7786356 3.5006475 3.2190486

1980 1981 1982 1983 1984

25,900 29,700 32,400 35,700 37,800

12,513.46 13,773.10 14,531.34 15,239.24 16,135.07

2.3064316 2.0954934 1.9861513 1.8938897 1.7887397

2.4349652 2.2122717 2.0968362 1.9994330 1.8884232

2.5696186 2.3346102 2.2127911 2.1100015 1.9928528

2.6309206 2.3903057 2.2655805 2.1603387 2.0403952

2.6573058 2.4142778 2.2883017 2.1820045 2.0608581

2.7222647 2.4732958 2.3442401 2.2353444 2.1112366

2.8488164 2.5882735 2.4532184 2.3392604 2.2093830

2.9530554 2.6829791 2.5429823 2.4248545 2.2902250

1985 1986 1987 1988 1989

39,600 42,000 43,800 45,000 48,000

16,822.51 17,321.82 18,426.51 19,334.04 20,099.55

1.7156441 1.6661898 1.5662999 1.4927785 1.4359247

1.8112541 1.7590438 1.6535871 1.5759686 1.5159464

1.9114163 1.8563188 1.7450304 1.6631196 1.5997781

1.9570159 1.9006040 1.7866606 1.7027957 1.6379431

1.9766426 1.9196649 1.8045788 1.7198728 1.6543699

2.0249624 1.9665918 1.8486925 1.7619158 1.6948116

2.1190982 2.0580141 1.9346339 1.8438231 1.7735994

2.1966365 2.1333174 2.0054226 1.9112891 1.8384959

1990 1991 1992 1993 1994

51,300 53,400 55,500 57,600 60,600

21,027.98 21,811.60 22,935.42 23,132.67 23,753.53

1.3725256 1.3232152 1.2583785 1.2476485 1.2150379

1.4490141 1.3969557 1.3285059 1.3171778 1.2827500

1.5291445 1.4742073 1.4019721 1.3900177 1.3536860

1.5656245 1.5093767 1.4354182 1.4231786 1.3859801

1.5813259 1.5245140 1.4498139 1.4374514 1.3998799

1.6199820 1.5617813 1.4852551 1.4725905 1.4341005

1.6952912 1.6343849 1.5543012 1.5410478 1.5007685

1.7573224 1.6941875 1.6111735 1.5974351 1.5556820

1995 1996 1997 1998 1999

61,200 62,700 65,400 68,400 72,600

24,705.66 25,913.90 27,426.00 28,861.44 30,469.84

1.1682117 1.1137436 1.0523387 1.0000000 1.0000000

1.2333141 1.1758107 1.1109837 1.0557283 1.0000000

1.3015163 1.2408329 1.1724211 1.1141100 1.0552999

1.3325659 1.2704348 1.2003909 1.1406888 1.0804756

1.3459300 1.2831758 1.2124294 1.1521286 1.0913116

1.3788318 1.3145435 1.2420677 1.1802928 1.1179891

1.4429305 1.3756536 1.2998086 1.2351619 1.1699618

1.4957277 1.4259891 1.3473689 1.2803568 1.2127711

Factors for workers who were first eligible (attained age 62, became disabled, or died) inb—

(Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A8—Factors for indexing earnings, 1951–2015—Continued

Year



2008

2009

2010

2011

2012

2013

2014

2015

1951 1952 1953 1954

3,600 3,600 3,600 3,600

2,799.16 2,973.32 3,139.44 3,155.64

13.8082175 12.9994114 12.3115619 12.2483585

14.4348590 13.5893479 12.8702826 12.8042109

14.7669194 13.9019581 13.1663513 13.0987597

14.5442240 13.6923069 12.9677936 12.9012213

14.8879771 14.0159250 13.2742878 13.2061420

15.3544671 14.4550906 13.6902155 13.6199345

15.8339180 14.9064581 14.1176993 14.0452238

16.0362966 15.0969825 14.2981423 14.2247405

1955 1956 1957 1958 1959

4,200 4,200 4,200 4,200 4,800

3,301.44 3,532.36 3,641.72 3,673.80 3,855.80

11.7074398 10.9420925 10.6135041 10.5208258 10.0242258

12.2387443 11.4386642 11.0951638 10.9982797 10.4791431

12.5202851 11.7017999 11.3503976 11.2512848 10.7202059

12.3314705 11.5253287 11.1792258 11.0816076 10.5585378

12.6229251 11.7977301 11.4434471 11.3435217 10.8080891

13.0184435 12.1673923 11.8020084 11.6989520 11.1467426

13.4249509 12.5473253 12.1705321 12.0642577 11.4948052

13.5965397 12.7076968 12.3260877 12.2184550 11.6417242

1960 1961 1962 1963 1964

4,800 4,800 4,800 4,800 4,800

4,007.12 4,086.76 4,291.40 4,396.64 4,576.32

9.6456832 9.4577147 9.0067134 8.7911246 8.4459588

10.0834215 9.8869226 9.4154542 9.1900815 8.8292515

10.3153811 10.1143620 9.6320478 9.4014907 9.0323601

10.1598180 9.9618304 9.4867899 9.2597097 8.8961458

10.3999456 10.1972785 9.7110104 9.4785632 9.1064065

10.7258106 10.5167933 10.0152887 9.7755582 9.3917405

11.0607294 10.8451854 10.3280212 10.0808049 9.6850024

11.2021003 10.9838013 10.4600270 10.2096510 9.8087896

1965 1966 1967 1968 1969

4,800 6,600 6,600 7,800 7,800

4,658.72 4,938.36 5,213.44 5,571.76 5,893.76

8.2965729 7.8267704 7.4138016 6.9370199 6.5580224

8.6730862 8.1819632 7.7502532 7.2518342 6.8556371

8.8726023 8.3701816 7.9285405 7.4186559 7.0133446

8.7387974 8.2439535 7.8089726 7.3067774 6.9075785

8.9453391 8.4387995 7.9935379 7.4794733 7.0708393

9.2256264 8.7032152 8.2440020 7.7138301 7.2923923

9.5137012 8.9749775 8.5014252 7.9546983 7.5201009

9.6352990 9.0896897 8.6100847 8.0563700 7.6162178

1970 1971 1972 1973 1974

7,800 7,800 9,000 10,800 13,200

6,186.24 6,497.08 7,133.80 7,580.16 8,030.76

6.2479648 5.9490433 5.4180675 5.0990230 4.8129206

6.5315086 6.2190215 5.6639491 5.3304257 5.0313395

6.6817598 6.3620842 5.7942429 5.4530472 5.1470807

6.5809943 6.2661396 5.7068617 5.3708114 5.0694592

6.7365362 6.4142399 5.8417435 5.4977507 5.1892760

6.9476144 6.6152195 6.0247848 5.6700136 5.3518733

7.1645571 6.8217830 6.2129118 5.8470626 5.5189882

7.2561297 6.9089745 6.2923211 5.9217958 5.5895283

1975 1976 1977 1978 1979

14,100 15,300 16,500 17,700 22,900

8,630.92 9,226.48 9,779.44 10,556.03 11,479.46

4.4782491 4.1891827 3.9523132 3.6615479 3.3670059

4.6814801 4.3792952 4.1316763 3.8277155 3.5198067

4.7891731 4.4800368 4.2267216 3.9157685 3.6007765

4.7169491 4.4124747 4.1629797 3.8567160 3.5464743

4.8284343 4.5167637 4.2613718 3.9478696 3.6302953

4.9797252 4.6582890 4.3948948 4.0715695 3.7440446

5.1352197 4.8037464 4.5321276 4.1987063 3.8609543

5.2008546 4.8651447 4.5900542 4.2523714 3.9103024

1980 1981 1982 1983 1984

25,900 29,700 32,400 35,700 37,800

12,513.46 13,773.10 14,531.34 15,239.24 16,135.07

3.0887868 2.8062971 2.6598655 2.5363082 2.3954907

3.2289615 2.9336518 2.7805750 2.6514104 2.5042023

3.3032407 3.0011377 2.8445395 2.7124036 2.5618092

3.2534255 2.9558785 2.8016418 2.6714987 2.5231753

3.3303203 3.0257408 2.8678587 2.7346397 2.5828106

3.4346703 3.1205473 2.9577183 2.8203250 2.6637387

3.5419197 3.2179880 3.0500745 2.9083911 2.7469153

3.5871901 3.2591181 3.0890585 2.9455642 2.7820245

1985 1986 1987 1988 1989

39,600 42,000 43,800 45,000 48,000

16,822.51 17,321.82 18,426.51 19,334.04 20,099.55

2.2976007 2.2313712 2.0975980 1.9991378 1.9229988

2.4018699 2.3326348 2.1927907 2.0898622 2.0102679

2.4571226 2.3862949 2.2432338 2.1379375 2.0565122

2.4200675 2.3503079 2.2094043 2.1056960 2.0254986

2.4772659 2.4058575 2.2616236 2.1554641 2.0733713

2.5548869 2.4812410 2.3324878 2.2230020 2.1383369

2.6346645 2.5587190 2.4053209 2.2924164 2.2051076

2.6683390 2.5914228 2.4360641 2.3217165 2.2332918

1990 1991 1992 1993 1994

51,300 53,400 55,500 57,600 60,600

21,027.98 21,811.60 22,935.42 23,132.67 23,753.53

1.8380943 1.7720575 1.6852279 1.6708581 1.6271859

1.9215103 1.8524767 1.7617066 1.7466847 1.7010305

1.9657128 1.8950911 1.8022330 1.7868655 1.7401611

1.9360685 1.8665119 1.7750540 1.7599183 1.7139183

1.9818275 1.9106269 1.8170075 1.8015140 1.7544268

2.0439248 1.9704932 1.8739404 1.8579615 1.8093989

2.1077474 2.0320229 1.9324551 1.9159773 1.8658982

2.1346872 2.0579948 1.9571545 1.9404660 1.8897469

1995 1996 1997 1998 1999

61,200 62,700 65,400 68,400 72,600

24,705.66 25,913.90 27,426.00 28,861.44 30,469.84

1.5644759 1.4915320 1.4092981 1.3392059 1.2685137

1.6354746 1.5592203 1.4732546 1.3999814 1.3260811

1.6730972 1.5950887 1.5071454 1.4321867 1.3565864

1.6478657 1.5710337 1.4844166 1.4105883 1.3361281

1.6868131 1.6081651 1.5195008 1.4439276 1.3677075

1.7396665 1.6585543 1.5671119 1.4891707 1.4105624

1.7939885 1.7103435 1.6160457 1.5356708 1.4546079

1.8169181 1.7322040 1.6367009 1.5552987 1.4731997


(Continued)



Year


2000 2001 2002 2003 2004

Average annual


wage a (dollars)

2000

2001

2002

2003

2004

2005

2006

2007

76,200 80,400 84,900 87,000 87,900

32,154.82 32,921.92 33,252.09 34,064.95 35,648.55

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0238565 1.0000000 1.0000000 1.0000000 1.0000000

1.0341246 1.0100289 1.0000000 1.0000000 1.0000000

1.0594042 1.0347194 1.0244454 1.0000000 1.0000000

1.1086534 1.0828211 1.0720695 1.0464877 1.0000000

1.1492193 1.1224418 1.1112968 1.0847789 1.0365903

2005 2006 2007 2008 2009

90,000 94,200 97,500 102,000 106,800

36,952.94 38,651.41 40,405.48 41,334.97 40,711.61

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

2010 2011 2012 2013 2014 2015

106,800 106,800 110,100 113,700 117,000 118,500

41,673.83 42,979.61 44,321.67 44,888.16 46,481.52 --

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 (Continued)



Year



2008

2009

2010

2011

2012

2013

2014

2015

2000 2001 2002 2003 2004

76,200 80,400 84,900 87,000 87,900

32,154.82 32,921.92 33,252.09 34,064.95 35,648.55

1.2020409 1.1740327 1.1623754 1.1346387 1.0842351

1.2565917 1.2273124 1.2151260 1.1861306 1.1334396

1.2854984 1.2555455 1.2430789 1.2134164 1.1595134

1.2661122 1.2366110 1.2243324 1.1951173 1.1420271

1.2960368 1.2658384 1.2532695 1.2233639 1.1690189

1.3366460 1.3055013 1.2925386 1.2616960 1.2056482

1.3783834 1.3462663 1.3328988 1.3010931 1.2432952

1.3960010 1.3634733 1.3499350 1.3177228 1.2591861

2005 2006 2007 2008 2009

90,000 94,200 97,500 102,000 106,800

36,952.94 38,651.41 40,405.48 41,334.97 40,711.61

1.0459631 1.0000000 1.0000000 1.0000000 1.0000000

1.0934307 1.0453818 1.0000000 1.0000000 1.0000000

1.1185841 1.0694298 1.0230041 1.0000000 1.0000000

1.1017150 1.0533021 1.0075764 0.9849193 1.0000000

1.1277541 1.0781969 1.0313905 1.0081979 1.0236350

1.1630904 1.1119804 1.0637074 1.0397881 1.0557089

1.1994085 1.1467025 1.0969222 1.0722560 1.0886740

1.2147385 1.1613589 1.1109424 1.0859609 1.1025887

2010 2011 2012 2013 2014 2015

106,800 106,800 110,100 113,700 117,000 118,500

41,673.83 42,979.61 44,321.67 44,888.16 46,481.52 --

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0000000 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0313333 1.0000000 1.0000000 1.0000000 1.0000000 1.0000000

1.0635372 1.0312255 1.0000000 1.0000000 1.0000000 1.0000000

1.0771307 1.0444059 1.0127813 1.0000000 1.0000000 1.0000000


SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: -- = not available. a. National average wage levels. For years before 1978, average wages were determined from wages earned during the first quarter of the year and reported to the Social Security Administration (SSA) for Social Security tax purposes. These wages were then multiplied by 4 to obtain the average wage for the year. For 1973–1977 from data collected on all taxable wages reported to SSA; for 1957–1972, based on 1 percent statistical sample; for 1951–1956, based on 1/10 of 1 percent statistical sample. For 1978–1984, from wage data collected by the Internal Revenue Service during processing of annual tax returns. For years after 1984, from W-2 data processed by SSA. For years after 1977, the average wage amounts have been adjusted to be consistent with the pre-1978 series. b. The indexing factor for a given year represents the ratio of the average annual wage for the second year before the year of first eligibility to the average annual wage for the year to be indexed. Multiplying a worker's covered earnings, up to the maximum taxable amounts for various years after 1951, by the indicated factors gives the indexed earnings. Earnings in the year before the year of first eligibility, and any earnings thereafter, are not indexed. The actual taxable earnings for those years are considered in calculating the average indexed monthly earnings (AIME). CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A9—Indexed earnings for workers with maximum earnings, 1951–2015 (in dollars) Annual maximum indexed earnings for workers who were first eligible b (attained age 62, became disabled, or died) in —

Year

Annual maximum taxable earnings

Average annual wage a

2008

2009

2010

2011

2012

2013

2014

2015

1951 1952 1953 1954

3,600 3,600 3,600 3,600

2,799.16 2,973.32 3,139.44 3,155.64

49,709.58 46,797.88 44,321.62 44,094.09

51,965.49 48,921.65 46,333.02 46,095.16

53,160.91 50,047.05 47,398.86 47,155.53

52,359.21 49,292.30 46,684.06 46,444.40

53,596.72 50,457.33 47,787.44 47,542.11

55,276.08 52,038.33 49,284.78 49,031.76

57,002.10 53,663.25 50,823.72 50,562.81

57,730.67 54,349.14 51,473.31 51,209.07

1955 1956 1957 1958 1959

4,200 4,200 4,200 4,200 4,800

3,301.44 3,532.36 3,641.72 3,673.80 3,855.80

49,171.25 45,956.79 44,576.72 44,187.47 48,116.28

51,402.73 48,042.39 46,599.69 46,192.77 50,299.89

52,585.20 49,147.56 47,671.67 47,255.40 51,456.99

51,792.18 48,406.38 46,952.75 46,542.75 50,680.98

53,016.29 49,550.47 48,062.48 47,642.79 51,878.83

54,677.46 51,103.05 49,568.44 49,135.60 53,504.36

56,384.79 52,698.77 51,116.23 50,669.88 55,175.06

57,105.47 53,372.33 51,769.57 51,317.51 55,880.28

1960 1961 1962 1963 1964

4,800 4,800 4,800 4,800 4,800

4,007.12 4,086.76 4,291.40 4,396.64 4,576.32

46,299.28 45,397.03 43,232.22 42,197.40 40,540.60

48,400.42 47,457.23 45,194.18 44,112.39 42,380.41

49,513.83 48,548.94 46,233.83 45,127.16 43,355.33

48,767.13 47,816.79 45,536.59 44,446.61 42,701.50

49,919.74 48,946.94 46,612.85 45,497.10 43,710.75

51,483.89 50,480.61 48,073.39 46,922.68 45,080.35

53,091.50 52,056.89 49,574.50 48,387.86 46,488.01

53,770.08 52,722.25 50,208.13 49,006.32 47,082.19

1965 1966 1967 1968 1969

4,800 6,600 6,600 7,800 7,800

4,658.72 4,938.36 5,213.44 5,571.76 5,893.76

39,823.55 51,656.68 48,931.09 54,108.76 51,152.57

41,630.81 54,000.96 51,151.67 56,564.31 53,473.97

42,588.49 55,243.20 52,328.37 57,865.52 54,704.09

41,946.23 54,410.09 51,539.22 56,992.86 53,879.11

42,937.63 55,696.08 52,757.35 58,339.89 55,152.55

44,283.01 57,441.22 54,410.41 60,167.87 56,880.66

45,665.77 59,234.85 56,109.41 62,046.65 58,656.79

46,249.44 59,991.95 56,826.56 62,839.69 59,406.50

1970 1971 1972 1973 1974

7,800 7,800 9,000 10,800 13,200

6,186.24 6,497.08 7,133.80 7,580.16 8,030.76

48,734.13 46,402.54 48,762.61 55,069.45 63,530.55

50,945.77 48,508.37 50,975.54 57,568.60 66,413.68

52,117.73 49,624.26 52,148.19 58,892.91 67,941.47

51,331.76 48,875.89 51,361.76 58,004.76 66,916.86

52,544.98 50,031.07 52,575.69 59,375.71 68,498.44

54,191.39 51,598.71 54,223.06 61,236.15 70,644.73

55,883.55 53,209.91 55,916.21 63,148.28 72,850.64

56,597.81 53,890.00 56,630.89 63,955.39 73,781.77

1975 1976 1977 1978 1979

14,100 15,300 16,500 17,700 22,900

8,630.92 9,226.48 9,779.44 10,556.03 11,479.46

63,143.31 64,094.49 65,213.17 64,809.40 77,104.44

66,008.87 67,003.22 68,172.66 67,750.56 80,603.57

67,527.34 68,544.56 69,740.91 69,309.10 82,457.78

66,508.98 67,510.86 68,689.17 68,263.87 81,214.26

68,080.92 69,106.48 70,312.63 69,877.29 83,133.76

70,214.13 71,271.82 72,515.76 72,066.78 85,738.62

72,406.60 73,497.32 74,780.11 74,317.10 88,415.85

73,332.05 74,436.71 75,735.89 75,266.97 89,545.92

1980 1981 1982 1983 1984

25,900 29,700 32,400 35,700 37,800

12,513.46 13,773.10 14,531.34 15,239.24 16,135.07

79,999.58 83,347.02 86,179.64 90,546.20 90,549.55

83,630.10 87,129.46 90,090.63 94,655.35 94,658.85

85,553.93 89,133.79 92,163.08 96,832.81 96,836.39

84,263.72 87,789.59 90,773.19 95,372.50 95,376.03

86,255.30 89,864.50 92,918.62 97,626.64 97,630.24

88,957.96 92,680.25 95,830.07 100,685.60 100,689.32

91,735.72 95,574.24 98,822.41 103,829.56 103,833.40

92,908.22 96,795.81 100,085.50 105,156.64 105,160.53

1985 1986 1987 1988 1989

39,600 42,000 43,800 45,000 48,000

16,822.51 17,321.82 18,426.51 19,334.04 20,099.55

90,984.99 93,717.59 91,874.79 89,961.20 92,303.94

95,114.05 97,970.66 96,044.23 94,043.80 96,492.86

97,302.05 100,224.39 98,253.64 96,207.19 98,712.59

95,834.67 98,712.93 96,771.91 94,756.32 97,223.93

98,099.73 101,046.02 99,059.11 96,995.88 99,521.82

101,173.52 104,212.12 102,162.97 100,035.09 102,640.17

104,332.71 107,466.20 105,353.06 103,158.74 105,845.16

105,666.22 108,839.76 106,699.61 104,477.24 107,198.01

1990 1991 1992 1993 1994

51,300 53,400 55,500 57,600 60,600

21,027.98 21,811.60 22,935.42 23,132.67 23,753.53

94,294.24 94,627.87 93,530.15 96,241.43 98,607.47

98,573.48 98,922.26 97,774.72 100,609.04 103,082.45

100,841.07 101,197.86 100,023.93 102,923.45 105,453.76

99,320.31 99,671.74 98,515.50 101,371.29 103,863.45

101,667.75 102,027.48 100,843.92 103,767.21 106,318.26

104,853.34 105,224.34 104,003.69 107,018.58 109,649.57

108,127.44 108,510.02 107,251.26 110,360.29 113,073.43

109,509.45 109,896.92 108,622.07 111,770.84 114,518.66

1995 1996 1997 1998 1999

61,200 62,700 65,400 68,400 72,600

24,705.66 25,913.90 27,426.00 28,861.44 30,469.84

95,745.93 93,519.05 92,168.10 91,601.68 92,094.10

100,091.05 97,763.11 96,350.85 95,758.73 96,273.49

102,393.55 100,012.06 98,567.31 97,961.57 98,488.17

100,849.38 98,503.81 97,080.85 96,484.24 97,002.90

103,232.96 100,831.95 99,375.35 98,764.65 99,295.56

106,467.59 103,991.35 102,489.12 101,859.28 102,406.83

109,792.10 107,238.54 105,689.39 105,039.88 105,604.53

111,195.39 108,609.19 107,040.24 106,382.43 106,954.30 (Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A9—Indexed earnings for workers with maximum earnings, 1951–2015 (in dollars)—Continued Annual maximum indexed earnings for workers who were first eligible b (attained age 62, became disabled, or died) in —

Year

Annual maximum taxable earnings

Average annual wage a

2008

2009

2010

2011

2012

2013

2014

2015

2000 2001 2002 2003 2004

76,200 80,400 84,900 87,000 87,900

32,154.82 32,921.92 33,252.09 34,064.95 35,648.55

91,595.52 94,392.23 98,685.67 98,713.57 95,304.27

95,752.29 98,675.92 103,164.20 103,193.36 99,629.34

97,954.98 100,945.86 105,537.40 105,567.23 101,921.23

96,477.75 99,423.52 103,945.82 103,975.21 100,384.18

98,758.00 101,773.41 106,402.58 106,432.66 102,756.76

101,852.43 104,962.30 109,736.53 109,767.55 105,976.48

105,032.81 108,239.81 113,163.11 113,195.10 109,285.65

106,375.27 109,623.26 114,609.48 114,641.88 110,682.46

2005 2006 2007 2008 2009

90,000 94,200 97,500 102,000 106,800

36,952.94 38,651.41 40,405.48 41,334.97 40,711.61

94,136.67 94,200.00 97,500.00 102,000.00 106,800.00

98,408.76 98,474.97 97,500.00 102,000.00 106,800.00

100,672.57 100,740.29 99,742.90 102,000.00 106,800.00

99,154.35 99,221.06 98,238.70 100,461.77 106,800.00

101,497.87 101,566.15 100,560.57 102,836.19 109,324.22

104,678.14 104,748.55 103,711.47 106,058.39 112,749.71

107,946.76 108,019.38 106,949.92 109,370.11 116,270.38

109,326.47 109,400.01 108,316.88 110,768.01 117,756.47

2010 2011 2012 2013 2014 2015

106,800 106,800 110,100 113,700 117,000 118,500

41,673.83 42,979.61 44,321.67 44,888.16 46,481.52 --

106,800.00 106,800.00 110,100.00 113,700.00 117,000.00 118,500.00

106,800.00 106,800.00 110,100.00 113,700.00 117,000.00 118,500.00

106,800.00 106,800.00 110,100.00 113,700.00 117,000.00 118,500.00

106,800.00 106,800.00 110,100.00 113,700.00 117,000.00 118,500.00

106,800.00 106,800.00 110,100.00 113,700.00 117,000.00 118,500.00

110,146.40 106,800.00 110,100.00 113,700.00 117,000.00 118,500.00

113,585.78 110,134.88 110,100.00 113,700.00 117,000.00 118,500.00

115,037.55 111,542.55 111,507.22 113,700.00 117,000.00 118,500.00

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: -- = not available. a. National average wage levels. For years before 1978, average wages were determined from wages earned during the first quarter of the year and reported to the Social Security Administration (SSA) for Social Security tax purposes. These wages were then multiplied by 4 to obtain the average wage for the year. For 1973–1977 from data collected on all taxable wages reported to SSA; for 1957–1972, based on 1 percent statistical sample; for 1951–1956, based on 1/10 of 1 percent statistical sample. For 1978–1984, from wage data collected by the Internal Revenue Service during processing of annual tax returns. For years after 1984, from W-2 data processed by SSA. For years after 1977, the average wage amounts have been adjusted to be consistent with the pre-1978 series. b. A worker's earnings for each year after 1950 and through the second year before the year of first eligibility are indexed by multiplying covered earnings, up to the maximum taxable amounts, by specified indexing factors (see Table 2.A8). The indexing factor for a given year represents the ratio of the average annual wage for the second year before the year of first eligibility to the average annual wage for the year to be indexed. For example, if the year of first eligibility is 2014, the indexing factor for 1982 is $44,321.67/14,531.34 or 3.0500745. Multiplication of maximum taxable earnings of $32,400 for 1982 by this factor gives maximum indexed earnings of $98,822.41 for 1982. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A10—Average monthly wage and average indexed monthly earnings provisions, by year enacted Year enacted

Provision Average monthly wage (AMW)

1939

Computed using creditable earnings after 1936 and before year of death or retirement, divided by months after 1936 and before quarter of death or retirement, excluding months before age 22 in quarters not covered.

1950

Alternatively, computed using creditable earnings after 1950 (or year aged 21, if later) and before year of death, year of retirement, or subsequent year (or year age 65 attained if then insured), divided by number of months in those years.

1954

Earnings and months in 4 years may be excluded in all cases; 5 years if worker has 20 quarters of coverage. Period of disability may be excluded.

1956

Earnings and months in 5 years may be excluded in all cases. Computation period may end at age 62 for women then insured.

1960

Earnings may be used for any year after 1950 and before year of retirement but including year of death, with the number of years equal to the years elapsed after 1955 (or year age 26 attained) and before year of death or age 65 attained (62 for women).

1972

Number of years for men reaching age 62 after 1972, measured to age 62 or to 1975, if later.

1977

For workers who attain age 62, become disabled, or die after 1978, excludes earnings in year of attainment of age 62 and later, computed using creditable earnings after 1936.

Same method may be used for earnings after 1936 and years elapsed after 1941.

For workers who attain age 62 after 1978 and before 1984, excludes earnings in year of attainment of age 62 and later, computed using creditable earnings after 1950. Average indexed monthly earnings (AIME) 1977

For workers who attain age 62, become disabled, or die after 1978, AIME is computed by using indexed earnings after 1950 for the same computation period applicable in calculating the AMW. Indexed earnings for a given year equal actual creditable earnings multiplied by the national average wage for the second year before worker attains age 62, becomes disabled, or dies, divided by the national average wage for the given year, except that for years after the second year before the worker attains age 62, becomes disabled, or dies, indexed earnings equal actual creditable earnings.

1980

For disabled workers, the number of years of earnings used equals the number of years elapsed after 1950 (or year age 21 attained, if later) and before year of disability, minus dropout years equal to one-fifth of the number of elapsed years rounded to the next lower integer (to a maximum of 5 dropout years). However, the number of years of earnings used is at least 2.Effective for initial entitlement after June 1980. Disabled workers with computations using fewer than 3 dropout years under the one-fifth rule may be credited with additional dropout years based on child care, up to a total of 3 dropout years. (To receive this credit, a worker must have had no earnings in that year and have been living with his or her child or spouse's child under age 3.) However, the number of years of earnings used is at least 2. Effective July 1981.

1983

For workers who die after 1978 but before attaining age 62, indexed earnings for a given year equal actual creditable earnings, multiplied by the national average wage for the earlier of (1) the year in which the worker reached or would have reached age 60 or (2) the second year before the survivor becomes eligible for aged or disabled widow(er) benefits, and then divided by the national average wage for the given year. This computation method applies only if it results in a higher benefit. Effective for surviving spouses first eligible after 1984.



2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A11—Formulas for computing PIA from AIME, cost-of-living adjustments, and minimum PIA for workers who were first eligible in 1979 or later, by year of first eligibility Calculation of PIA (based on percentage of AIME) a (dollars) Eligibility year

90 percent of the first

Plus 32 percent of the next

First applicable cost-of-living adjustment

Plus 15 percent of the amount above Enacted in 1977

1979 1980

180 194

905 977

1981 1982

211 230

1,063 1,158

Minimum PIA based on indexed earnings (dollars)

Effective date

Percentage increase

June 1979 June 1980

9.9 14.3

c

June 1981 June 1982

11.2 7.4

c

b

1,085 1,171

c

122 122

Enacted in 1981 1,274 1,388

122 d

Enacted in 1983 1983 1984

254 267

1,274 1,345

1,528 1,612

December 1983 December 1984

3.5 3.5

d d

1985 1986 1987 1988 1989

280 297 310 319 339

1,411 1,493 1,556 1,603 1,705

1,691 1,790 1,866 1,922 2,044

December 1985 December 1986 December 1987 December 1988 December 1989

3.1 1.3 4.2 4.0 4.7

d d d d d

1990 1991 1992 1993 1994

356 370 387 401 422

1,789 1,860 1,946 2,019 2,123

2,145 2,230 2,333 2,420 2,545


5.4 3.7 3.0 2.6 2.8

d d d d d

1995 1996 1997 1998 1999

426 437 455 477 505

2,141 2,198 2,286 2,398 2,538

2,567 2,635 2,741 2,875 3,043


2.6 2.9 2.1 1.3 e 2.5

d d d d d

2000 2001 2002 2003 2004

531 561 592 606 612

2,671 2,820 2,975 3,047 3,077

3,202 3,381 3,567 3,653 3,689


3.5 2.6 1.4 2.1 2.7

d d d d d (Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A11—Formulas for computing PIA from AIME, cost-of-living adjustments, and minimum PIA for workers who were first eligible in 1979 or later, by year of first eligibility—Continued Calculation of PIA (based on percentage of AIME) a (dollars) Eligibility year




Plus 15 percent of the amount above

Effective date

Percentage increase

Minimum PIA based on indexed earnings (dollars)

Enacted in 1983 (cont.) 2005 2006 2007 2008 2009

627 656 680 711 744

3,152 3,299 3,420 3,577 3,739

3,779 3,955 4,100 4,288 4,483


4.1 3.3 2.3 5.8 0.0

d d d d d

2010 2011 2012 2013 2014 2015

761 749 767 791 816 826

3,825 3,768 3,857 3,977 4,101 4,154

4,586 4,517 4,624 4,768 4,917 4,980

December 2010 December 2011 December 2012 December 2013 December 2014 December 2015

0.0 3.6 1.7 1.5 1.7 --

d d d d d d

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: Eligible workers are those who attained age 62, became disabled, or died in the given year. AIME = average indexed monthly earnings; AMW =average monthly wage; PIA = primary insurance amount; -- = not available. a. For workers who attained age 62 in the 1979–1983 period, the PIA cannot be less than that derived from the PIA table in effect in December 1978 (approximated by the PIA formula in Table 2.A16) in the basis of provisions in effect before 1979 but excluding earnings after year aged 61 in computations of AMW and including any general benefit increase after year aged 61. b. The amendments in 1977 provided for annual automatic adjustments of bend points (AIME brackets) in benefit formula in proportion to increases in average wage level. As a result, separate formulas are applicable to workers who were first eligible in successive calendar years. The legislation also froze the minimum PIA at $122. c. Not subject to automatic adjustments until earlier of year of attainment of age 65 or year of first receipt of benefits. d. In 1981, legislation eliminated the minimum PIA for workers who attain age 62 or die after 1981 (after 1991 for members of certain religious orders). In August 1981, legislation would have eliminated the minimum PIA effective March 1982 for workers who attained age 62 before November 1981 or who died (before attaining age 62) before March 1982; for all others, the minimum would have been eliminated effective November 1981. This legislation was superseded in December 1981 by legislation that restored the minimum PIA for workers who attained age 62 or died (before attaining age 62) before 1982. e. The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A11.1—Computation of PIA based on Windfall Elimination Provision (WEP), by year enacted Year effective

Provision Enacted in 1983

1986

a

Workers first eligible for pensions based on noncovered employment and disability or retired workers after December 31, 1985. The benefit computation formula uses a reduced factor of the usual first AIME bend point. Year eligible 1986 1987 1988 1989 1990 and later

Factor (percent) 80 70 60 50 40

WEP is not applicable to persons who were federal employees or nonprofit employees on January 1, 1984, and who were covered by Social Security on that date with no Civil Service Retirement System coverage; to persons with Railroad Retirement pensions; or to workers with 30 years of substantial Social Security earnings. Workers with 26–29 years of coverage have less than full WEP applied. b For benefits payable before January 1989: Years of coverage 26 27 28 29

Factor (percent) 50 60 70 80 Enacted in 1988

1989

5 percent added to factor for each year of coverage over 20. Years of coverage 21 22 23 24 25 26 27 28 29

Factor (percent) 45 50 55 60 65 70 75 80 85 (Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A11.1—Computation of PIA based on Windfall Elimination Provision (WEP), by year enacted—Continued Year effective

Provision Enacted in 1988 (cont.)

1991

b

Earnings required for a year of substantial coverage (decoupled from the definition of a year of coverage for special minimum PIA). Year 1991 1992 1993 1994

Earnings (dollars) 9,900 10,350 10,725 11,250

1995 1996 1997 1998 1999

11,325 11,625 12,150 12,675 13,425

2000 2001 2002 2003 2004

14,175 14,925 15,750 16,125 16,275

2005 2006 2007 2008 2009

16,725 17,475 18,150 18,975 19,800

2010 2011 2012 2013 2014 2015

19,800 19,800 20,475 21,075 21,750 22,050

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. a. Reduction in PIA will not be greater than one-half the amount of the pension based on noncovered employment performed after 1956. b. See Table 2.A12a. Before 1991, a year of substantial coverage for WEP was the same amount as for the minimum PIA (25 percent of the "old law" contribution and benefit base). For 1991 and following, a year of substantial coverage under WEP provisions remains 25 percent of the old law base, while the criterion for computing the special minimum PIA was changed to 15 percent of the base. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A12a—Special minimum PIA: Minimum covered earnings required to qualify for a year of coverage, 1937–2015 (in dollars) Earnings required to qualify for a year of coverage

Year Enacted in 1972

a

1937–1950 1951–1954 1955–1958 1959–1965 1966–1967 1968–1971

b 900 1,050 1,200 1,650 1,950

1972 1973 1974 1975 1976 1977 1978

2,250 2,700 3,300 3,525 3,825 4,125 4,425 Enacted in 1977

c

1979 1980 1981 1982 1983 1984

4,725 5,100 5,550 6,075 6,675 7,050

1985 1986 1987 1988 1989 1990

7,425 7,875 8,175 8,400 8,925 9,525 Enacted in 1990

d

1991 1992 1993 1994

5,940 6,210 6,435 6,750

1995 1996 1997 1998 1999

6,795 6,975 7,290 7,605 8,055

2000 2001 2002 2003 2004

8,505 8,955 9,450 9,675 9,765

2005 2006 2007 2008 2009

10,035 10,485 10,890 11,385 11,880 (Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A12a—Special minimum PIA: Minimum covered earnings required to qualify for a year of coverage, 1937–2015 (in dollars)—Continued Earnings required to qualify for a year of coverage

Year Enacted in 1990 2010 2011 2012 2013 2014 2015

d

(cont.) 11,880 11,880 12,285 12,645 13,050 13,230

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: The special minimum PIA is payable to some persons who have had covered employment or self-employment for many years at low earnings. The formula computes a benefit based on years of coverage rather than earnings, and it applies only if the resulting benefit exceeds the benefit computed by any other method. The usual rates of actuarial reduction apply for retirement before the full retirement age. Although delayed retirement credits are not applicable to the benefit derived from the special minimum PIA, the benefit will be raised if necessary to equal the benefit derived from the regularly computed PIA plus any delayed retirement credits. a. For 1951–1978, the amount of Social Security covered earnings needed for a year of coverage is 25 percent of the effective annual maximum taxable earnings. b. For 1937–1950, the years of coverage are determined by the number (not exceeding 14) obtained by dividing total creditable wages in 1937–1950 by $900 (any remainder is disregarded). c. For 1979–1990, the amount of Social Security covered earnings needed for a year of coverage is 25 percent of what the annual maximum taxable earnings would have been if the statutory increases in the maximum under the 1977 amendments had not been enacted (the "old law" contribution and benefit base). d. For 1991 and following, a year of substantial coverage under the Windfall Elimination Provision remains 25 percent of the old law base, while the criterion for the special minimum PIA was changed to 15 percent of the base. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A12b—Computation of special minimum PIA, by effective date a

Effective date

Maximum amount for workers with 30 or more years of coverage (dollars)

a

Amount per year of coverage over 10 years (dollars) Enacted in 1972

January 1973

8.50

170.00

Enacted in 1973 March 1974

9.00

180.00

Enacted in 1977

b

January 1979 June 1979 June 1980 June 1981 June 1982 December 1983 December 1984

11.50 12.64 14.45 16.07 17.26 17.86 18.49

230.00 252.80 289.00 321.40 345.10 357.10 369.50


19.06 19.31 20.12 20.92 21.90

380.90 385.80 402.00 418.00 437.60


23.08 23.93 24.65 25.29 26.00

461.20 478.20 492.50 505.30 519.40


26.68 27.45 28.03 28.39 c 29.10

532.90 548.30 559.80 567.00 c 581.10


30.12 30.90 31.33 31.99 32.85

601.40 617.00 625.60 638.70 655.90


34.20 35.33 36.14 38.24 38.24

682.70 705.20 721.40 763.20 763.20


38.24 39.62 40.29 40.89 41.59

763.20 790.60 804.00 816.00 829.80

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: The special minimum PIA is payable to some persons who have had covered employment or self-employment for many years at low earnings. The formula computes a benefit based on years of coverage rather than earnings, and it applies only if the resulting benefit exceeds the benefit computed by any other method. The usual rates of actuarial reduction apply for retirement before the full retirement age. Although delayed retirement credits are not applicable to the benefit derived from the special minimum PIA, the benefit will be raised if necessary to equal the benefit derived from the regularly computed PIA plus any delayed retirement credits. a. The amount effective for a given month applies, as of that month, to all workers from the date of entitlement to benefits. b. The 1977 Amendments to the Social Security Act establsihed an initial 1979 factor of $11.50 per year of coverage and automatic annual cost-of-living increases thereafter, beginning with the June 1979 increase. Factors are obtained by applying cost-of-living increases to the previous year's factor and rounding each one to nearest cent. An approximate PIA may be computed by multiplying factor in year of entitlement by the number of years of coverage in excess of 10 with a maximum of 20. Actual PIAs are published yearly in the Federal Register. c. The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A13—Formulas enacted in 1977 for computing OASI maximum family benefit from PIA and cost-of-living adjustments for workers who were first eligible in 1979 or later, by year of first eligibility Calculation of maximum family benefit (based on percentage of PIA) (dollars)





Plus 175 percent of the amount above

Effective date

Percentage increase

1979 1980 1981 1982 1983 1984

230 248 270 294 324 342

102 110 120 131 144 151

101 109 118 129 142 150

433 467 508 554 610 643

June 1979 June 1980 June 1981 June 1982 December 1983 December 1984

9.9 14.3 11.2 7.4 3.5 3.5

1985 1986 1987 1988 1989

358 379 396 407 433

159 169 175 181 193

158 166 174 179 190

675 714 745 767 816


3.1 1.3 4.2 4.0 4.7

1990 1991 1992 1993 1994

455 473 495 513 539

201 209 219 227 240

200 208 217 226 237

856 890 931 966 1,016


5.4 3.7 3.0 2.6 2.8

1995 1996 1997 1998 1999

544 559 581 609 645

241 247 258 271 286

239 246 255 267 283

1,024 1,052 1,094 1,147 1,214


2.6 2.9 2.1 1.3 a 2.5

2000 2001 2002 2003 2004

679 717 756 774 782

301 317 336 344 347

298 315 332 340 343

1,278 1,349 1,424 1,458 1,472


3.5 2.6 1.4 2.1 2.7

2005 2006 2007 2008 2009

801 838 869 909 950

355 372 386 403 422

352 368 381 399 417

1,508 1,578 1,636 1,711 1,789


4.1 3.3 2.3 5.8 0.0

2010 2011 2012 2013 2014 2015

972 957 980 1,011 1,042 1,056

431 425 435 448 463 468

427 421 430 444 457 463

1,830 1,803 1,845 1,903 1,962 1,987

December 2010 December 2011 December 2012 December 2013 December 2014 December 2015

0.0 3.6 1.7 1.5 1.7 --

Eligibility year

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: The 1977 amendments provided for annual automatic adjustments of bend points (PIA brackets) in the maximum family benefit formula in proportion to increases in the average wage level. As a result, separate formulas are applicable to workers first eligible in successive calendar years. Eligible workers are those who attained age 62 or died in the given year. -- = not available. a. The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A14—Formulas for computing maximum family benefit and cost-of-living adjustments for workers first eligible for disability benefits in 1979 or later, by year of enactment Formula

Eligibility year

Enacted in 1977

a

1979

b

150% of first $230 of PIA + 272% of next $102 of PIA + 134% of next $101 of PIA + 175% of PIA over $433

c

1980

b

150% of first $248 of PIA + 272% of next $110 of PIA + 134% of next $109 of PIA + 175% of PIA over $467

c

Enacted in 1980 1979 or later

Smaller of (1) 85% of the AIME (or 100% of PIA, if larger) and (2) 150% of PIA

d

e

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. a. The 1977 amendments provided for annual automatic adjustments of bend points (PIA brackets) in maximum family benefit formula in proportion to increases in average wage level. As a result, separate formulas are applicable to workers first eligible in successive calendar years. b. Applicability of formula limited to workers with initial entitlement before July 1980, as a result of 1980 amendments. c. Calculated amount subject to cost-of-living adjustments beginning with the one effective for June of the year of first eligibility. d. Formula for computing maximum family benefit revised effective for workers with initial entitlement in or after July 1980. New formula remains unchanged for workers eligible in successive calendar years because it has no bend points requiring adjustments. e. Calculated amount subject to cost-of-living adjustments beginning with the one effective in year of first eligibility (or in 1981, if later). CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) based on formula for computing PIA from AMW, and percentage increases in PIA April 1952

AMW (dollars) First 110 Next 290 Next 150 Next 100 Next 100 Next 250 Next 175 Next 100 Next 100 Next 100 Next 435 Next 250 Next 315 Next 225 Next 275 Next 175 Next 150 Next 200 Next 150 Next 100 Next 250 Next 275 Next 175 Next 175 Next 175 Next 250 Next 50 Next 125 Next 225 Next 250 Next 350 Next 300 Next 350 Next 375 Next 175 Next 75 Next 175 Next 350 Next 275 Next 375 Next 400 Next 275 Next 300 Next 275 Next 125 Percentage increase in PIA

a b

50.00 15.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... f

77.0

Sept. 1952 a b

55.00 15.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... g

12.5

c

Sept. 1954

January 1959

January 1965

February 1968

January 1970

January 1971

Sept. 1972

June 1974

June 1975

June 1976

June 1977

55.00 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

58.85 21.40 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

62.97 22.90 21.40 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

71.16 25.88 24.18 28.43 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

81.83 29.76 27.81 32.69 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

90.01 32.74 30.59 35.96 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

108.01 39.29 36.71 43.15 24.00 d 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

119.89 43.61 40.75 47.90 26.64 22.20 e 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

129.48 47.10 44.01 51.73 28.77 23.98 21.60 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

137.77 50.10 46.82 55.05 30.61 25.51 22.98 21.28 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

145.90 53.06 49.58 58.30 32.42 27.02 24.34 22.54 21.18 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

13.0

15.0

10.0

20.0

6.4

5.9

h

13.0

i

7.0

j

7.0

k

11.0

l

8.0

(Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) based on formula for computing PIA from AMW, and percentage increases in PIA—Continued AMW (dollars) First 110 Next 290 Next 150 Next 100 Next 100 Next 250 Next 175 Next 100 Next 100 Next 100 Next 435 Next 250 Next 315 Next 225 Next 275 Next 175 Next 150 Next 200 Next 150 Next 100 Next 250 Next 275 Next 175 Next 175 Next 175 Next 250 Next 50 Next 125 Next 225 Next 250 Next 350 Next 300 Next 350 Next 375 Next 175 Next 75 Next 175 Next 350 Next 275 Next 375 Next 400 Next 275 Next 300 Next 275 Next 125 Percentage increase in PIA

June 1978

June 1979

June 1980

June 1981

June 1982

Dec. 1983

Dec. 1984

Dec. 1985

Dec. 1986

Dec. 1987

Dec. 1988

Dec. 1989

Dec. 1990

155.38 56.51 52.81 62.09 34.53 28.78 25.92 24.01 22.56 21.30 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

170.76 62.10 58.04 68.24 37.95 31.63 28.49 26.39 24.79 23.41 21.98 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

195.18 70.98 66.34 78.00 43.38 36.15 32.56 30.16 28.33 26.76 25.12 22.86 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

217.04 78.93 73.77 86.74 48.24 40.20 36.21 33.54 31.50 29.76 27.93 25.42 22.24 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

233.10 84.77 79.23 93.16 51.81 43.17 38.89 36.02 33.83 31.96 30.00 27.30 23.89 21.48 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

241.26 87.74 82.00 96.42 53.62 44.68 40.25 37.28 35.01 33.08 31.05 28.26 24.73 22.23 20.70 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

249.70 90.81 84.87 99.79 55.50 46.24 41.66 38.58 36.24 34.24 32.14 29.25 25.60 23.01 21.42 20.70 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

257.44 93.62 87.50 102.88 57.22 47.67 42.95 39.78 37.36 35.30 33.14 30.16 26.39 23.72 22.08 21.34 20.63 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

260.79 94.84 88.64 104.22 57.96 48.29 43.51 40.30 37.85 35.76 33.57 30.55 26.73 24.03 22.37 21.62 20.90 20.26 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

271.74 98.82 92.36 108.60 60.39 50.32 45.34 41.99 39.44 37.26 34.98 31.83 27.85 25.04 23.31 22.53 21.78 21.11 20.84 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

282.61 102.77 96.05 112.94 62.81 52.33 47.15 43.67 41.02 38.75 36.38 33.10 28.96 26.04 24.24 23.43 22.65 21.95 21.67 20.80 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

295.89 107.60 100.56 118.25 65.76 54.79 49.37 45.72 42.95 40.57 38.09 34.66 30.32 27.26 25.38 24.53 23.71 22.98 22.69 21.78 20.94 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

311.87 113.42 105.99 124.64 69.31 57.75 52.04 48.19 45.27 42.76 40.15 36.53 31.96 28.73 26.75 25.85 24.99 24.22 23.92 22.96 22.07 21.08 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

6.5

9.9

14.3

11.2

7.4

3.5

3.5

3.1

1.3

4.2

4.0

4.7

5.4 (Continued)



Dec. 1991

Dec. 1992

Dec. 1993

Dec. 1994

Dec. 1995

Dec. 1996

Dec. 1997

Dec. 1998

Dec. 1999

Dec. 2000

Dec. 2001

Dec. 2002

323.41 117.62 109.91 129.25 71.87 59.89 53.97 49.97 46.94 44.34 41.64 37.88 33.14 29.79 27.74 26.81 25.91 25.12 24.81 23.81 22.89 21.86 20.74 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

333.11 121.15 113.21 133.13 74.03 61.69 55.59 51.47 48.35 45.67 42.89 39.02 34.13 30.68 28.57 27.61 26.69 25.87 25.55 24.52 23.58 22.52 21.36 20.60 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

341.77 124.30 116.15 136.59 75.95 63.29 57.04 52.81 49.61 46.86 44.01 40.03 35.02 31.48 29.31 28.33 27.38 26.54 26.21 25.16 24.19 23.11 21.92 21.14 20.52 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

351.34 127.78 119.40 140.41 78.08 65.06 58.64 54.29 51.00 48.17 45.24 41.15 36.00 32.36 30.13 29.12 28.15 27.28 26.94 25.86 24.87 23.76 22.53 21.73 21.09 20.56 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

360.47 131.10 122.50 144.06 80.11 66.75 60.16 55.70 52.33 49.42 46.42 42.22 36.94 33.20 30.91 29.88 28.88 27.99 27.64 26.53 25.52 24.38 23.12 22.29 21.64 21.09 20.52 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

370.93 134.90 126.06 148.24 82.43 68.69 61.91 57.32 53.84 50.86 47.76 43.44 38.01 34.16 31.81 30.74 29.72 28.80 28.44 27.30 26.26 25.08 23.79 22.94 22.27 21.71 21.12 20.58 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

378.72 137.73 128.71 151.35 84.16 70.13 63.21 58.52 54.97 51.93 48.76 44.35 38.81 34.88 32.48 31.39 30.34 29.40 29.04 27.87 26.81 25.61 24.29 23.42 22.74 22.17 21.56 21.01 20.42 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

383.64 139.52 130.38 153.32 85.26 71.04 64.03 59.28 55.69 52.60 49.40 44.93 39.31 35.33 32.90 31.79 30.74 29.79 29.41 28.24 27.16 25.94 24.61 23.73 23.03 22.45 21.84 21.29 20.69 20.26 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ... ...

393.23 143.01 133.64 157.15 87.39 72.82 65.63 60.77 57.08 53.92 50.63 46.05 40.30 36.21 33.72 32.59 31.51 30.53 30.15 28.94 27.84 26.59 25.22 24.32 23.61 23.02 22.39 21.82 21.20 20.77 20.50 20.00 ... ... ... ... ... ... ... ... ... ... ... ... ...

407.00 148.02 138.32 162.65 90.45 75.37 67.93 62.89 59.08 55.81 52.40 47.66 41.71 37.48 34.90 33.73 32.61 31.60 31.21 29.95 28.81 27.52 26.10 25.17 24.44 23.82 23.17 22.58 21.94 21.49 21.22 20.70 20.00 ... ... ... ... ... ... ... ... ... ... ... ...

417.58 151.87 141.91 166.88 92.80 77.33 69.70 64.53 60.61 57.26 53.77 48.90 42.79 38.46 35.81 34.61 33.46 32.42 32.02 30.73 29.56 28.23 26.78 25.82 25.07 24.44 23.78 23.17 22.52 22.05 21.77 21.24 20.52 20.00 ... ... ... ... ... ... ... ... ... ... ...

423.43 153.99 143.90 169.22 94.10 78.41 70.67 65.43 61.46 58.06 54.52 49.59 43.39 38.99 36.31 35.09 33.93 32.88 32.46 31.16 29.98 28.63 27.16 26.19 25.42 24.78 24.11 23.49 22.83 22.36 22.07 21.54 20.81 20.28 20.00 ... ... ... ... ... ... ... ... ... ...

3.7

3.0

2.6

2.8

2.6

2.9

2.1

1.3

3.5

2.6

1.4

m

2.5

(Continued)



Dec. 2003

Dec. 2004

Dec. 2005

Dec. 2006

Dec. 2007

Dec. 2008

Dec. 2009

Dec. 2010

Dec. 2011

Dec. 2012

Dec. 2013

Dec. 2014

432.32 157.23 146.92 172.77 96.07 80.06 72.16 66.81 62.75 59.28 55.66 50.63 44.30 39.81 37.07 35.83 34.64 33.57 33.15 31.82 30.61 29.23 27.73 26.74 25.96 25.30 24.62 23.99 23.31 22.83 22.54 21.99 21.24 20.71 20.42 20.00 ... ... ... ... ... ... ... ... ...

443.99 161.47 150.89 177.44 98.67 82.22 74.10 68.61 64.44 60.88 57.17 52.00 45.50 40.89 38.08 36.79 35.57 34.47 34.04 32.68 31.43 30.02 28.48 27.46 26.66 25.99 25.28 24.63 23.94 23.45 23.15 22.58 21.82 21.26 20.97 20.54 20.00 ... ... ... ... ... ... ... ...

462.19 168.09 157.08 184.71 102.71 85.59 77.14 71.42 67.09 63.37 59.51 54.13 47.36 42.56 39.64 38.30 37.03 35.89 35.44 34.02 32.72 31.25 29.64 28.58 27.75 27.05 26.32 25.64 24.92 24.41 24.09 23.51 22.71 22.14 21.83 21.38 20.82 20.00 ... ... ... ... ... ... ...

477.45 173.64 162.26 190.81 106.10 88.41 79.69 73.78 69.30 65.46 61.47 55.91 48.92 43.97 40.94 39.57 38.25 37.07 36.61 35.14 33.80 32.28 30.62 29.53 28.67 27.94 27.18 26.49 25.74 25.21 24.89 24.28 23.46 22.87 22.55 22.09 21.51 20.66 20.00 ... ... ... ... ... ...

488.43 177.63 165.99 195.20 108.54 90.45 81.52 75.48 70.89 66.97 62.89 57.20 50.05 44.98 41.89 40.48 39.13 37.92 37.45 35.95 34.58 33.02 31.33 30.21 29.32 28.59 27.81 27.10 26.34 25.79 25.46 24.84 24.00 23.39 23.07 22.60 22.00 21.14 20.46 20.00 ... ... ... ... ...

516.76 187.93 175.62 206.52 114.84 95.69 86.25 79.85 75.01 70.85 66.54 60.52 52.95 47.59 44.32 42.82 41.40 40.12 39.62 38.03 36.58 34.94 33.14 31.96 31.03 30.24 29.42 28.67 27.86 27.29 26.94 26.28 25.39 24.75 24.41 23.91 23.28 22.36 21.65 21.16 20.00 ... ... ... ...

516.76 187.93 175.62 206.52 114.84 95.69 86.25 79.85 75.01 70.85 66.54 60.52 52.95 47.59 44.32 42.82 41.40 40.12 39.62 38.03 36.58 34.94 33.14 31.96 31.03 30.24 29.42 28.67 27.86 27.29 26.94 26.28 25.39 24.75 24.41 23.91 23.28 22.36 21.65 21.16 20.00 ... ... ... ...

516.76 187.93 175.62 206.52 114.84 95.69 86.25 79.85 75.01 70.85 66.54 60.52 52.95 47.59 44.32 42.82 41.40 40.12 39.62 38.03 36.58 34.94 33.14 31.96 31.03 30.24 29.42 28.67 27.86 27.29 26.94 26.28 25.39 24.75 24.41 23.91 23.28 22.36 21.65 21.16 20.00 ... ... ... ...

535.36 194.70 181.94 213.95 118.97 99.13 89.36 82.72 77.71 73.40 68.94 62.70 54.86 49.30 45.92 44.36 42.89 41.56 41.05 39.40 37.90 36.20 34.33 33.11 32.15 31.33 30.48 29.70 28.86 28.27 27.91 27.23 26.30 25.64 25.29 24.77 24.12 23.16 22.43 21.92 20.72 20.00 ... ... ...

544.46 198.01 185.03 217.59 120.99 100.82 90.88 84.13 79.03 74.65 70.11 63.77 55.79 50.14 46.70 45.11 43.62 42.27 41.75 40.07 38.54 36.82 34.91 33.67 32.70 31.86 31.00 30.20 29.35 28.75 28.38 27.69 26.75 26.08 25.72 25.19 24.53 23.55 22.81 22.29 21.07 20.34 20.00 ... ...

552.63 200.98 187.81 220.85 122.80 102.33 92.24 85.39 80.22 75.77 71.16 64.73 56.63 50.89 47.40 45.79 44.27 42.90 42.38 40.67 39.12 37.37 35.43 34.18 33.19 32.34 31.47 30.65 29.79 29.18 28.81 28.11 27.15 26.47 26.11 25.57 24.90 23.90 23.15 22.62 21.39 20.65 20.30 20.00 ...

562.02 204.40 191.00 224.60 124.89 104.07 93.81 86.84 81.58 77.06 72.37 65.83 57.59 51.76 48.21 46.57 45.02 43.63 43.10 41.36 39.79 38.01 36.03 34.76 33.75 32.89 32.00 31.17 30.30 29.68 29.30 28.59 27.61 26.92 26.55 26.00 25.32 24.31 23.54 23.00 21.75 21.00 20.65 20.34 20.00

2.1

2.7

4.1

3.3

2.3

5.8

0.0

0.0

3.6

1.7

1.5

1.7

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: The average monthly wage (AMW) computation is based on earnings after 1950. The amounts shown in the table are percentages of the AMW computed using unrounded data. . . . = not applicable. a. Applied to first $100 of AMW. b. Applied to next $200 of AMW. c. Applied to next $190 before 1955 and to next $240 effective for January 1955. d. Applied to next $150 effective for January 1973 and to next $350 effective for January 1974. e. Applied to next $100 before January 1975. f.

Average increase in benefits of about 77 percent—from 100 percent at the lowest level to 50 percent at the highest level.

g. Increase of 12.5 percent or $5, if larger. h. Average increase of about 13 percent, with minimum increase of $5. i.

Increase of 7 percent or $3, if larger.

j.

Increase of 7 percent or $4, if larger. (Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A16—Percentage of average monthly wage (AMW) applicable to primary insurance amount (PIA) based on formula for computing PIA from AMW, and percentage increases in PIA—Continued k. Increase effective in two steps: 7 percent for March–May and 4 percent for June. l.

Beginning June 1975, all benefit increases are based on automatic cost-of-living adjustments (COLAs).

m. The COLA for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A17—Minimum primary insurance amount (PIA) and maximum family benefit for workers who attained age 62, were first eligible for disabled-worker benefits, or died before 1979 Year enacted

Effective date ...

1935

Minimum PIA (dollars) 10.00

Maximum family benefit

a

Percentage of AMW

Not less than—

...

...

1939

...

Lesser of 80%, $85, or 200% of PIA

$20.00

1950

September 1950

20.00

80% of first $187.50

$40.00

1952

September 1952

25.00

80% of first $210.93

1954

September 1954

30.00

80% of first $250

1958

January 1959

33.00

80% of first $317.50

$20.00 + PIA or 150% of PIA

1961

August 1961

40.00

80% of first $317.50

150% of PIA

1965

January 1965

44.00

80% of first $370 + 40% of next $180

150% of PIA

1967

February 1968

55.00

80% of first $436 + 40% of next $214

150% of PIA

1969

January 1970

64.00

80% of first $436 + 40% of next $180

1971

January 1971

70.40

88% of first $436 + 44% of next $191

...

$45.00 $50.00 or 150% of PIA

150% of PIA b

150% of PIA

September 1972

84.50

105.6% of first $436 + 52.8% of next $191

b

1973

c

June 1974

89.50

111.8% of first $436 + 55.9% of next $191

b

150% of PIA

1973

d

March 1974 June 1974 June 1975 June 1976 June 1977

90.50 93.80 101.40 107.90 114.30

113.0% of first $436 + 56.5% of next $191 b 117.2% of first $436 + 58.6% of next $191 b 126.6% of first $436 + 63.3% of next $191 b 134.7% of first $436 + 67.3% of next $191 b 142.6% of first $436 + 71.3% of next $191

b

150% of PIA 150% of PIA 150% of PIA 150% of PIA 150% of PIA

June 1978 June 1979 June 1980 June 1981

121.80 133.90 153.10 170.30

151.9% of first $436 + 76.0% of next $191 b 167.0% of first $436 + 83.5% of next $191 b 190.9% of first $436 + 95.4% of next $191 b 212.2% of first $436 + 106.1% of next $191

b

150% of PIA 150% of PIA 150% of PIA 150% of PIA

1972

150% of PIA

(Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A17—Minimum primary insurance amount (PIA) and maximum family benefit for workers who attained age 62, were first eligible for disabled-worker benefits, or died before 1979—Continued Year enacted 1981 1981

e

Effective date

Minimum PIA (dollars)

March 1982

f

Maximum family benefit

a

Percentage of AMW 190.9% of first $436 + 106.1% of next $191

Not less than— b

150% of PIA

b

June 1982 December 1983 December 1984

182.90 189.30 195.90

227.9% of first $436 + 114.0% of next $191 b 235.9% of first $436 + 118.0% of next $191 b 244.2% of first $436 + 122.1% of next $191

150% of PIA 150% of PIA 150% of PIA


201.90 204.50 213.00 221.50 231.90


b



244.40 253.40 261.00 267.70 275.10


b


December 1995 December 1996 December 1997 December 1998 g December 1999

282.20 290.30 296.30 300.10 307.60


b



318.30 326.50 331.00 337.90 347.00


b



361.20 373.10 381.60 403.70 403.70


b



403.70 418.20 425.30 431.70 439.00


b


SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: AMW = average monthly wage; . . . = not applicable. a. Based on earnings; subject to reduction if claimed before age 65. b. For AMW of $628 or more, 175 percent of PIA. c. Superseded by legislation in 1973. d. Beginning in 1975, minimum PIA and percentages in maximum family benefit formula are subject to automatic cost-of-living increases. (Superseded legislation in 1972 for automatic increases beginning in 1974.) e. Superseded by legislation in 1981 that restored the minimum PIA for these groups. f. Minimum PIA eliminated by legislation in 1981. g. The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A17.1—Full retirement age and maximum reduction of retired-worker benefits, by year of birth Year of attainment of age 62

Year of attainment of age 65

Maximum reduction months

Maximum reduction

Full retirement age

1935

1997

2000

65 years

36

0.2000000

1936

1998

2001

65 years

36

0.2000000

1937

1999

2002

65 years

36

0.2000000

1938

2000

2003

65 years and 2 months

38

0.2083333

1939

2001

2004


40

0.2166667

1940

2002

2005


42

0.2250000

1941

2003

2006


44

0.2333333

1942

2004

2007


46

0.2416667

Year of birth a

1943–1954

at age 62 b

2005–2016

2008–2019

66 years

48

0.2500000

1955

2017

2020


50

0.2583333

1956

2018

2021


52

0.2666667

1957

2019

2022


54

0.2750000

1958

2020

2023


56

0.2833333

1959

2021

2024


58

0.2916667

2022 and later

2025 and later

67 years

60

0.3000000

1960 or later

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. a. If birthday is January 1, refer to previous year. b. The monthly reduction factor is 0.0055556 for the 36 months immediately preceding full retirement age and 0.0041667 for prior months. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A17.2—Full retirement age and maximum reduction of widow(er)s' benefits, by year of birth Monthly

Year of birth a



Full retirement age

Maximum reduction months

reduction b

1939 or earlier

1999 and earlier

2004 and earlier

65 years

60

0.475

1940

2000

2005


62

0.460

1941

2001

2006


64

0.445

1942

2002

2007


66

0.432

1943

2003

2008


68

0.419

1944

2004

2009


70

0.407

1945–1956

2005–2016

2010–2021

66 years

72

0.396

1957

2017

2022


74

0.385

1958

2018

2023


76

0.375

1959

2019

2024


78

0.365

1960

2020

2025


80

0.356

2021

2026


82

0.348

2022 and later

2027 and later

67 years

84

0.339

1961 1962 or later

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: Widows and widowers can elect reduced monthly benefits at age 60 or, if disabled, as early as age 50. Surviving divorced spouses can also receive benefits if married to the worker for at least 10 years and not remarried before age 60 (age 50 if disabled). a. If birthday is January 1, refer to previous year. b. Monthly reduction percentages are approximate due to rounding. For survivors whose full retirement age (FRA) is 65, the monthly rate of reduction for the first 60 months immediately preceding FRA is 19/40 of 1 percent of the worker's primary insurance amount (PIA), with a maximum reduction of 28.5 percent at age 60. For survivors whose FRA is older than 65, the amount of reduction for each month prior to FRA is adjusted accordingly to ensure that the maximum reduction at age 60 remains 28.5 percent of the worker's PIA. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A18—Automatic adjustment provisions Year enacted

Provision Quarter of coverage

1977

Mandatory annual determination, beginning in 1978, as to whether an adjustment is required in the amount of wages and self-employment earnings an individual needs in order to be credited with a quarter of coverage (QC) in the succeeding year. The amount required for a QC is the product of $250 (in effect in 1978) multiplied by the following quotient: the national average wage for the year before the year of determination, divided by the average wage for 1976 (see Table 2.A8 for average annual wages after 1950). The resulting product, rounded to the nearest multiple of $10, is the new amount required for a QC. In no case, however, is the new amount reduced below the amount in effect in the year of determination.

1972

The 1972 Act (as modified by the legislation in 1973) mandated a determination in 1974, and in every subsequent year in which a cost-of-living benefit increase is established, as to whether an adjustment is required in the maximum amount of annual earnings that will be taxed and credited toward benefits.

Maximum amount of taxable and creditable earnings

The determination in the years after 1975 is made by multiplying the "maximum" in effect in the year of determination by the following quotient: the national average wage for the year before the year of determination, divided by the average wage for the year before the most recent year in which an automatic determination was made that resulted in an increase or in which an increase in the maximum was enacted. (See Table 2.A8 for annual amounts of the average wage after 1950). The resulting product, rounded to the nearest multiple of $300, is the new maximum amount of taxable and creditable earnings, effective with respect to remuneration paid after the year of determination and with respect to taxable years beginning after that year In no case, however, is the maximum reduced to an amount below the maximum in the year of determination. 1976

In the 1974 and 1975 determinations, the quotient was the average wage for the year of determination, estimated from data for the first calendar quarter, divided by the corresponding amount for the year before the year of determination. Public Law (P.L.) 94-202 (signed January 2, 1976) revised the adjustment method by increasing by a year the lag in average wages used in the computation. Thus, for example, the determination in 1976 was based on the percentage increase in the average wage from 1974 to 1975.

1977

Statutory in lieu of automatic increases in the maximum instituted for 1979, 1980, and 1981. Also, for purposes of establishing a "year of coverage" used in the computation of the special minimum primary insurance amount PIA, annual maximum taxable and creditable earnings after 1978 are the amounts that would have been determined under the automatic adjustment provisions if the statutory increases in the maximum under the 1977 Act had not been enacted (see Table 2.A12a).

1989

Automatic increases in the maximum for 1990, 1991, and 1992 determined under a transitional rule, specified by the Omnibus Budget Reconciliation Act of 1989, for computing "deemed" average annual wage for 1988, 1989, and 1990. The purpose of the legislation was to include contributions to certain "deferred compensation" plans, most importantly section 401(k) pension plans, in the average annual average wage.

1994

The determination for years after 1994 is made by multiplying $60,600, the "maximum" for 1994, by the following quotient: the national average wage index for the year before the year in which the determination is made, divided by the national average wage index for 1992. (See Table 2.A8 for annual amounts of the national average wage index.) The resulting product, rounded to the nearest $300, is the new maximum amount of taxable and creditable earnings, effective with respect to remuneration paid in (and taxable years beginning in) the year following the year the determination is made. In no case, however, is the new maximum reduced to an amount below the maximum in the year of determination. Benefits Computation

1977

New benefit computation method based on average indexed monthly earnings (AIME) after 1950, effective for workers first eligible after 1978. Provision for automatic adjustment of the dollar amounts, or bend points, defining (1) the AIME brackets in the PIA formula (see Table 2.A11) and (2) the PIA brackets in the maximum family benefit formula (see Table 2.A13). New bend points are established by multiplying the bend points in effect in 1979—$180 and $1,085 for the PIA formula and $230, $332, and $433 for the maximum family benefit formula—by the following quotient: the national average wage for the second year before the year for which the determination was made, divided by the average wage for 1977 (see Table 2.A8 for average annual wages after 1950). The resulting products, rounded to the nearest dollar, are the new bend points.

1980

Modified maximum family benefit formula applicable to workers with initial entitlement to disability benefits in or after July 1980 (see Table 2.A14). New formula for disabled workers has no bend points subject to automatic adjustment.

1972

Under the original provisions (based on 1972 and 1973 legislation), the arithmetical mean of the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) for January, February, and March in the year of determination was compared with the arithmetical mean of the CPI for the later of (a) January, February, and March of the year in which the last effective cost-of-living increase was established or (b) the 3 months of the calendar quarter in which the effective month of the last general benefit increase occurred. (Before the introduction, in 1977, of the alternative CPI series for "all urban consumers," or the CPI-U, the CPI-W was referred to as the CPI.) If the percentage increase in the CPI, rounded to the nearest one-tenth of 1 percent, was at least 3.0 (the triggering requirement), a cost-of-living benefit increase was established and the level of benefits was increased by the same percentage, effective for June of the year in which the determination was made.

Cost-of-living increase

(Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A18—Automatic adjustment provisions—Continued Year enacted

Provision Benefits (cont.) Cost-of-living increase (cont.)

1983

The 1983 Act moved the effective date for a cost-of-living benefit increase from June to December, beginning in 1983, and eliminated the "triggering requirement" for the 1983 increase only. Effective with the determination made in 1984, the two periods used in calculating the CPI-W percentage increase were shifted from the first to the third quarter. The 1983 Act also introduced an alternative method for determining the size of a cost-of-living adjustment (COLA). This method, called the stabilizer provision, is applied when the ratio of the combined OASDI trust fund assets to estimated outgo falls below a certain percentage. The "triggering" percentage is 15 percent for 1985–1988 and 20 percent for years after 1988. Under these circumstances, the COLA is based on the lesser of the CPI-W percentage increase determined above or the increase in average wages. The latter increase is the percentage, rounded to the nearest one-tenth of 1 percent by which the national average wage for the year before the year of determination exceeds the average wage for the year before the most recent year in which either a cost-of-living increase or a general benefit increase occurred. (See Table 2.A8 for the annual amount of the average wage after 1950 and footnote a in that table for the underlying data sources.) The 1983 legislation also included a provision for making up any benefit increases that are based on a lower wage increase rather than on the increase in the cost of living. When the fund ratio is greater than 32 percent, additional increases will be provided so that benefits are increased to the level at which they would have been if all increases had been based on the CPI-W. (See Table 2.A19 for the cumulative effect of statutory and automatic increases in benefits.)

1986

Triggering requirement eliminated for cost-of-living increases in and after 1986 by P.L. 99-509 (signed October 21, 1986).

2001

The COLA for December 1999 was originally determined to be 2.4 percent, based on the CPI. The underlying CPI was later recomputed by the Bureau of Labor Statistics (BLS); a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to P.L. 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

2007

The rules for calculating automatic cost-of-living increases to PIAs under title II of the Social Security Act (the Act) were revised. The arithmetical mean of the CPI for each month is computed for the beginning and ending quarters of the measuring period, and the result is rounded to the same number of decimal places as the published CPI figures. Through December 2006, BLS published CPI figures rounded to the nearest one-tenth of 1 percent. BLS began publishing CPI figures rounded to the nearest one-thousandth of 1 percent in January 2007.

1972

The 1972 Act (as modified by the 1973 Acts) mandated a determination in 1974, and in every subsequent year in which a cost-of-living increase is established, as to whether an adjustment in the exempt amount—the amount of earnings permitted without reduction in benefits—is required.

Earnings test

The determination in the years after 1975 is made by multiplying the monthly exempt amount in effect in the year of determination by the following quotient: the national average wage for the year before the year of determination, divided by the average wage for the year before the most recent year in which an automatic determination was made that resulted in an increase or in which an increase in the exempt amount was enacted. (See Table 2.A8 for annual amounts of the average wage after 1950.) The resulting product, rounded to the nearest multiple of $10, is the new monthly exempt amount, effective with respect to remuneration paid after the year of determination and with respect to taxable year beginning after that year. In no case, however, is the new exempt amount reduced below the exempt amount in the year of determination. The new annual exempt amount is determined by multiplying the new monthly amount by 12. 1976

In the 1974 and 1975 determinations, the quotient was the average wage for the year of determination, estimated from data for the first calendar quarter, divided by the corresponding amount for the year before the year of determination. P.L. 94-202 (signed January 2, 1976) revised the adjustment method by increasing by a year the lag in average wages used in the computation. Thus, for example, the 1976 determination was based on the percentage increase in the average wage from 1974 to 1975.

1994

The determination for years after 1994 is made by multiplying the monthly exempt amounts in effect for 1994 ($930 for beneficiaries who have, $670 for beneficiaries who have not yet, reached "full retirement age"; see footnote f in Table 2.A29) by the following quotient: the national average wage for the year before the year in which the determination is made, divided by the national average wage for 1992. (See Table 2.A8 for annual amounts of the national average wage.) The resulting products, rounded to the nearest $10, are the new monthly exempt amounts effective for the year following the year the determination is made. The new annual exempt amounts are determined by multiplying the new monthly amounts by 12.

1996

P.L. 104-121, enacted March 29, 1996, suspended the automatic indexing of the exempt amounts through the year 2002 for workers aged–65–69. It legislated ad hoc increases in the annual exempt amounts to $12,500 in 1996; $13,500 in 1997; $14,500 in 1998; $15,500 in 1999; $17,000 in 2000; $25,000 in 2001; and $30,000 in 2002. Thereafter, the exempt amounts will increase automatically based on the annual increase in the national average wage as under the 1994 legislation.

2000

P.L. 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The annual earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 withholding rate). In determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of attainment of FRA will be considered. P.L. 106-182 did not change the annual exempt amount for beneficiaries who are under FRA throughout the year, which continues to be pegged to increases in the average wage.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using a 100 dollar base benefit Aug. 1950

Sept. 1950

Sept. 1952

Sept. 1954

Jan. 1959

Jan. 1965

Feb. 1968

Jan. 1970

Jan. 1971

Sept. 1972

June 1974

June 1975

June 1976

June 1977

June 1978

June 1979

June 1980

August 1950 September 1950 September 1952 September 1954 January 1959 January 1965 February 1968 January 1970 January 1971 September 1972 June 1974 June 1975 June 1976 June 1977 June 1978 June 1979 June 1980 June 1981 June 1982 December 1983 December 1984 December 1985 December 1986 December 1987 December 1988 December 1989 December 1990 December 1991 December 1992 December 1993 December 1994 December 1995 December 1996 December 1997 December 1998 December 1999 December 2000 December 2001 December 2002 December 2003 December 2004 December 2005 December 2006 December 2007 December 2008 December 2009 December 2010 December 2011 December 2012 December 2013 December 2014

100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

177 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

199 113 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

225 127 113 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

241 136 121 107 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

258 146 129 114 107 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

291 164 146 129 121 113 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

335 189 168 149 139 130 115 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

368 208 185 164 153 143 127 110 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

442 250 222 196 184 172 152 132 120 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

491 277 246 218 204 190 168 147 133 111 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

530 299 266 235 220 206 182 158 144 120 108 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

564 318 283 250 234 219 194 168 153 128 115 106 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

597 337 300 265 248 232 205 178 162 135 122 113 106 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

636 359 319 283 264 247 218 190 173 144 130 120 113 107 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

699 395 351 310 290 271 240 209 190 158 142 132 124 117 110 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

799 451 401 355 332 310 274 239 217 181 163 151 142 134 126 114 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

Cost-of-living adjustment

...

77.0

12.5

13.0

7.0

7.0

13.0

15.0

10.0

20.0

11.0

8.0

6.4

5.9

6.5

9.9

14.3

Base date

a

(Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using a 100 dollar base benefit—Continued June 1981

June 1982

Dec. 1983

Dec. 1984

Dec. 1985

Dec. 1986

Dec. 1987

Dec. 1988

Dec. 1989

Dec. 1990

Dec. 1991

Dec. 1992

Dec. 1993

Dec. 1994

Dec. 1995

Dec. 1996

Dec. 1997

August 1950 September 1950 September 1952 September 1954 January 1959 January 1965 February 1968 January 1970 January 1971 September 1972 June 1974 June 1975 June 1976 June 1977 June 1978 June 1979 June 1980 June 1981 June 1982 December 1983 December 1984 December 1985 December 1986 December 1987 December 1988 December 1989 December 1990 December 1991 December 1992 December 1993 December 1994 December 1995 December 1996 December 1997 December 1998 December 1999 December 2000 December 2001 December 2002 December 2003 December 2004 December 2005 December 2006 December 2007 December 2008 December 2009 December 2010 December 2011 December 2012 December 2013 December 2014

888 502 446 395 369 345 305 265 241 201 181 168 158 149 140 127 111 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

954 539 479 424 396 370 328 285 259 216 194 180 169 160 150 137 119 107 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

987 558 496 439 410 383 339 295 268 223 201 186 175 165 155 141 124 111 104 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,022 577 513 454 424 397 351 305 277 231 208 193 181 171 161 146 128 115 107 104 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,053 595 529 468 437 409 362 315 286 238 215 199 187 176 166 151 132 119 110 107 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,067 603 536 474 443 414 367 319 290 241 218 201 189 179 168 153 134 120 112 108 104 101 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,112 628 558 494 462 432 382 332 302 252 227 210 197 186 175 159 139 125 117 113 109 106 104 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,156 653 581 514 480 449 397 345 314 262 236 218 205 194 182 166 145 130 121 117 113 110 108 104 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,211 684 608 538 503 470 416 362 329 274 247 229 215 203 190 173 152 136 127 123 118 115 113 109 105 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,276 721 641 567 530 495 438 381 347 289 260 241 226 214 201 183 160 144 134 129 125 121 120 115 110 105 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,323 748 665 588 550 514 455 395 359 299 270 250 235 222 208 189 166 149 139 134 130 126 124 119 114 109 104 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,363 770 684 606 566 529 468 407 370 308 278 257 242 228 214 195 171 153 143 138 133 129 128 123 118 113 107 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,398 790 702 621 581 543 480 418 380 316 285 264 248 234 220 200 175 157 147 142 137 133 131 126 121 116 110 106 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,437 812 722 639 597 558 494 429 390 325 293 271 255 241 226 206 180 162 151 146 141 136 135 129 124 119 113 109 105 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,475 833 741 655 613 573 507 441 401 334 301 278 262 247 232 211 185 166 155 149 144 140 138 133 128 122 116 111 108 105 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,518 857 762 674 630 589 521 453 412 343 309 286 269 254 239 217 190 171 159 154 149 144 142 137 131 125 119 115 111 109 106 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,549 875 778 689 644 601 532 463 421 351 316 292 275 260 244 222 194 174 162 157 152 147 145 139 134 128 121 117 114 111 108 105 102 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

Cost-of-living adjustment

11.2

7.4

3.5

3.5

3.1

1.3

4.2

4.0

4.7

5.4

3.7

3.0

2.6

2.8

2.6

2.9

2.1

Base date

(Continued)


2.A OASDI: Benefit Computation and Automatic Adjustments Table 2.A19—Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using a 100 dollar base benefit—Continued Base date August 1950 September 1950 September 1952 September 1954 January 1959 January 1965 February 1968 January 1970 January 1971 September 1972 June 1974 June 1975 June 1976 June 1977 June 1978 June 1979 June 1980 June 1981 June 1982 December 1983 December 1984 December 1985 December 1986 December 1987 December 1988 December 1989 December 1990 December 1991 December 1992 December 1993 December 1994 December 1995 December 1996 December 1997 December 1998 December 1999 December 2000 December 2001 December 2002 December 2003 December 2004 December 2005 December 2006 December 2007 December 2008 December 2009 December 2010 December 2011 December 2012 December 2013 December 2014 Cost-of-living adjustment

Dec. 1998

Dec. 1999

Dec. 2000

Dec. 2001

Dec. 2002

Dec. 2003

Dec. 2004

Dec. 2005

Dec. 2006

Dec. 2007

Dec. 2008

Dec. 2009

Dec. 2010

Dec. 2011

Dec. 2012

Dec. 2013

Dec. 2014

1,570 887 788 698 652 609 539 469 426 355 320 296 278 263 247 225 197 177 165 159 154 149 147 141 136 130 123 119 115 112 109 106 103 101 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,609 909 808 715 668 625 553 481 437 364 328 304 285 270 253 230 201 181 169 163 157 153 151 145 139 133 126 122 118 115 112 109 106 104 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,665 941 836 740 692 646 572 497 452 377 339 314 295 279 262 238 209 188 175 169 163 158 156 150 144 138 131 126 122 119 116 113 110 107 106 104 100 ... ... ... ... ... ... ... ... ... ... ... ... ... ...

1,708 965 858 759 710 663 587 510 464 387 348 323 303 286 269 245 214 192 179 173 167 162 160 154 148 141 134 129 125 122 119 116 113 110 109 106 103 100 ... ... ... ... ... ... ... ... ... ... ... ... ...

1,732 979 870 770 720 672 595 517 470 392 353 327 307 290 273 248 217 195 182 176 170 164 162 156 150 143 136 131 127 124 121 117 114 112 110 108 104 101 100 ... ... ... ... ... ... ... ... ... ... ... ...

1,769 999 888 786 735 687 608 528 480 400 361 334 314 296 278 253 222 199 185 179 173 168 166 159 153 146 139 134 130 126 123 120 117 114 113 110 106 104 102 100 ... ... ... ... ... ... ... ... ... ... ...

1,817 1,026 912 807 754 705 624 543 493 411 370 343 322 304 286 260 227 205 190 184 178 172 170 163 157 150 142 137 133 130 126 123 120 117 116 113 109 106 105 103 100 ... ... ... ... ... ... ... ... ... ...

1,890 1,067 949 839 785 733 649 563 512 428 385 356 335 316 296 269 235 213 197 190 184 179 176 169 163 156 148 142 138 135 131 127 124 122 120 116 113 110 109 107 104 100 ... ... ... ... ... ... ... ... ...

1,953 1,102 981 867 811 758 670 582 529 442 398 368 346 327 306 278 243 220 203 197 190 184 182 174 168 161 152 147 142 139 136 131 128 126 124 120 117 114 113 110 108 103 100 ... ... ... ... ... ... ... ...

1,997 1,127 1,003 886 829 775 685 595 541 451 406 376 353 334 312 284 248 224 207 201 194 188 186 178 171 164 155 150 145 142 138 134 131 128 126 123 119 116 115 112 110 105 102 100 ... ... ... ... ... ... ...

2,112 1,192 1,061 937 877 819 724 629 572 477 429 397 373 353 330 300 262 236 219 212 205 198 196 188 180 173 163 158 153 150 146 141 138 135 133 130 125 122 121 118 116 111 107 105 100 ... ... ... ... ... ...

2,112 1,192 1,061 937 877 819 724 629 572 477 429 397 373 353 330 300 262 236 219 212 205 198 196 188 180 173 163 158 153 150 146 141 138 135 133 130 125 122 121 118 116 111 107 105 100 100 ... ... ... ... ...

2,112 1,192 1,061 937 877 819 724 629 572 477 429 397 373 353 330 300 262 236 219 212 205 198 196 188 180 173 163 158 153 150 146 141 138 135 133 130 125 122 121 118 116 111 107 105 100 100 100 ... ... ... ...

2,188 1,234 1,099 970 908 848 750 651 592 494 444 411 386 365 341 310 271 244 226 219 212 205 203 194 186 179 168 163 158 155 151 146 142 139 137 134 129 126 125 122 120 114 110 108 103 103 103 100 ... ... ...

2,225 1,254 1,117 986 923 862 762 662 602 502 451 417 392 371 346 315 275 248 229 222 215 208 206 197 189 182 170 165 160 157 153 148 144 141 139 136 131 128 127 124 122 115 111 109 104 104 104 101 100 ... ...

2,258 1,272 1,133 1,000 936 874 773 671 611 509 457 423 397 376 351 319 279 251 232 225 218 211 209 199 191 184 172 167 162 159 155 150 146 143 141 138 132 129 128 125 123 116 112 110 105 105 105 102 101 100 ...

2,296 1,293 1,152 1,017 951 888 786 682 621 517 464 430 403 382 356 324 283 255 235 228 221 214 212 202 194 187 174 169 164 161 157 152 148 145 143 140 134 131 130 127 125 117 113 111 106 106 106 103 102 101 100

3.5

2.6

1.4

2.1

2.7

4.1

3.3

2.3

5.8

0.0

0.0

3.6

1.7

1.5

1.7

1.3

b

2.5

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTES: Growth reflects cost-of-living adjustments only. The amounts shown in the table are computed using unrounded data, with results rounded to the nearest dollar. . . . = not applicable. a. Average increase in benefits of about 77 percent—from 100 percent at the lowest level to 50 percent at the highest level. b. The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A20—Monthly benefits for retired and disabled workers Year enacted

Age

Percentage of PIA

1935

65 or older

100

Fully insured. Amount based on cumulative wages.

1939

...

...

Amount based on PIA.

1956

Women: 62–64

...

Reduced 5/9 of 1 percent for each month under age 65.

1961

Men: 62–64

...


1972

...

...

Increased 1/12 of 1 percent for each month between ages 65 and 72 for which no benefits received after 1970 (PIA based on AMW only). Applicable only to worker whose benefit has not been actuarially reduced.

1977

...

...

Increased 1/4 of 1 percent for each month after 1981 and between ages 65 and 72 in which no benefits received. Requirement for nonreceipt of actuarially reduced benefit removed.

1983

65 and 2 months–67

...

Beginning in 2000, the age at which 100 percent of PIA is payable will be gradually increased, as follows:

Condition or qualification Retired worker

Applicable PIA payable at age— 65 and 2 months 65 and 4 months 65 and 6 months 65 and 8 months 65 and 10 months 66 66 and 2 months 66 and 4 months 66 and 6 months 66 and 8 months 66 and 10 months 67

Applicable to workers who attain age 62 in— 2000 2001 2002 2003 2004 2005–2016 2017 2018 2019 2020 2021 2022 and later

62–66

...

Reduced 5/9 of 1 percent for each of the first 36 months of receipt of benefits immediately preceding the age at which 100 percent of PIA is payable, plus 5/12 of 1 percent for each of up to 24 earlier months of benefit receipt.

...

...

Increased by the following percentage for each month between the age at which 100 percent of PIA is payable and age 70 in which no benefits are received: Age 62 in years— 1987–1988 1989–1990 1991–1992 1993–1994 1995–1996 1997–1998 1999–2000 2001–2002 2003–2004 2005 and later

Rate of increase 7/24 of 1 percent 8/24 of 1 percent 9/24 of 1 percent 10/24 of 1 percent 11/24 of 1 percent 12/24 of 1 percent 13/24 of 1 percent 14/24 of 1 percent 15/24 of 1 percent 16/24 of 1 percent

Annual rate (percent) 3.5 4.0 4.5 5.0 5.5 6.0 6.5 7.0 7.5 8.0

...

...

No further increases for months of nonreceipt of benefits after age 70, effective 1984.

...

...

Partial offset for receipt of pension based on noncovered employment, phased in over a 5-year period beginning in 1986 for individuals first eligible for Social Security and noncovered pension after 1985 (see Table 2.A11). (Continued)


2.A OASDI: Benefit Types and Levels Table 2.A20—Monthly benefits for retired and disabled workers—Continued Year enacted

Age

Percentage of PIA

1956

50–64

...

Disability insured. Waiting period of 6 calendar months. Reduced by amount of workers' compensation.

1958

...

...

Reduction for workers' compensation eliminated.

1960

Under 50

...

...

1965

...

...

Reduced if benefits plus workers' compensation exceed 80 percent of the higher of AMW or high 5-year average taxable earnings in covered employment. Adjusted periodically for rises in wage levels.

1967

...

...

Reduced if benefits plus workers' compensation exceed 80 percent of the higher of AMW or high 5-year average earnings in covered employment, regardless of taxable limit.

1972

...

...

Reduced if benefits plus workers' compensation exceed 80 percent of the highest of (a) AMW, (b) high 5-year average earnings or (c) highest annual earnings in the period consisting of year of disability onset and 5 preceding years in covered employment.

...

...

Waiting period reduced to 5 full calendar months.

1983

...

...

Partial offset for receipt of pension based on noncovered employment phased in over a 5-year period beginning in 1986 for individuals first eligible for Social Security and noncovered pension after 1985.

Condition or qualification Disabled worker

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: PIA = primary insurance amount; AMW = average monthly wage; . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers Age

Percentage of PIA

1939

65 or older

50

Fully insured.

1956

62–64

...


1967

...

...

Maximum $105.

1969

...

...

Maximum eliminated.

1977

...

...

Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982.

1983

...

...

Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.

Year enacted

Condition or qualification Wife

1984


...

Beginning in 2000, the age at which 50 percent of PIA is payable will be gradually increased (see Table 2.A20).

62–66

...

Reduced 25/36 of 1 percent for each of the first 36 months under the age at which 50 percent of PIA is payable, plus 5/12 of 1 percent for each of up to 24 earlier months of benefit receipt.

...

...

Noncovered pension offset limited to two-thirds of such pension. Divorced wife

1965

65 or older

...

Fully insured. Dependent. Married 20 years. Not counted toward family maximum.

62–64

...


1967

...

...

Maximum $105.

1969

...

...

Maximum eliminated.

1972

...

...

Dependency requirement eliminated.

1977

...

...

Married 10 years.

...

...

Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 and married 20 years.

...

...


...

...

Can be independently entitled to benefits if divorced for 2 years or more (after marriage of 10 or more years) and worker could be entitled to benefits if he applied. Effective with benefits for months after December 1984.

1983


...


62–66

...


1984

...

...

Noncovered pension offset limited to two-thirds of such pension.

1950

Under 65

...

Fully insured. Caring for eligible child.

1965

...

...

Eligible child excludes student aged 18–21.

1967

...

...

Maximum $105.

1969

...

...

Maximum eliminated.

1977

...

...


1981

...

...

Eligible child excludes nondisabled child aged 16–17.

1983

...

...


1984

...

...


Wife (mother)

(Continued)


2.A OASDI: Benefit Types and Levels Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers—Continued Age

Percentage of PIA

1939

Under 18

...

Fully insured.

1965

18–21

...

Full-time student.

1972

...

...

Benefits extended to end of quarter or semester in which 22nd birthday occurs while undergraduate student.

...

...

Includes grandchild under certain circumstances.

1981

18–22

...

Student benefits eliminated (to be phased out gradually for those entitled before May 1982), except for elementary or secondary school students under age 19.

1996

...

...

Stepchildren must be dependent on worker.

1956

18 or older

...

Fully insured. Disabled before age 18.

1972

...

...

Disabled before age 22.

...

...


Year enacted

Condition or qualification Child a

Disabled child a

Husband 1950

65 or older

50

Fully and currently insured. Dependent.

1961

62–64

...


1967

...

...

Currently insured requirement eliminated. Maximum $105.

1969

...

...

Maximum eliminated.

1977

...

...


...

...

Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982 and dependent.

...

...

Noncovered pension offset provision not applicable if first eligible for such pension before July 1983 and dependent. Reduced by only two-thirds of such pension if first eligible for it after June 1983.


...


62–66

...


...

...


65 or older

...

Fully insured. Married 10 years. Not counted toward family maximum.

62–64

...


...

...

Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset).

...

...

Noncovered pension offset not applicable if first eligible for such pension before July 1983 and dependent. Reduced by only two-thirds of such pension if first eligible after June 1983.

...

...

Can be independently entitled to benefits if divorced for 2 years or more (after marriage of 10 or more years) and worker could be entitled to benefits if she applied. Effective with benefits for months after December 1984.

1983

1984

Divorced husband 1977 b

1983

1984


...


62–66

...


...

...

Noncovered pension offset limited to two-thirds of such pension. (Continued)


2.A OASDI: Benefit Types and Levels Table 2.A21—Monthly benefits for spouses and children of retired and disabled workers—Continued Age

Percentage of PIA

1978 c

Under 65

...

Fully insured. Caring for eligible child. Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset).

1981

...

...


1983

...

...


1984

...

...


Year enacted

Condition or qualification Husband (father)

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: PIA = primary insurance amount; . . . = not applicable. a. Under the Act of 1939, generally not available to child of married female worker. Under the Act of 1950, available if female worker is fully and currently insured. Currently insured requirement eliminated by the Act of 1967. b. Northern District of California District Court decision in Oliver v. Califano, June 24, 1977. Statutory change enacted in 1983. c. Eastern District of Pennsylvania District Court decision in Cooper v. Califano, December 29, 1978. Statutory change enacted in 1983. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A22—Monthly benefits for survivors of deceased workers Age

Percentage of PIA

1939

65 or older

75

Fully insured.

1956

62–64

...

...

1961

...

82.5

...

1965

60–61

...


1972

65 or older

100

Limited, if husband retired before age 65, to amount husband would be receiving if still living, but not less than 82 1/2 percent of PIA.

60–64

...

Reduced 19/40 of 1 percent each month under age 65. In addition, for a widow aged 62–64 whose husband retired before age 65 limited to amount he would be receiving if still living, but not less than 82 1/2 percent of PIA.

...

...

Increased by any delayed retirement credit husband would be receiving.

...

...


...

...



...

Beginning in 2002, the age at which 100 percent of PIA is payable will be gradually increased, as follows:

Year enacted

Condition or qualification Widow

1977

1983

1984

Applicable PIA payable at age—

Applicable to widows who attain age 60 in—

65 and 2 months 65 and 4 months 65 and 6 months 65 and 8 months 65 and 10 months 66 66 and 2 months 66 and 4 months 66 and 6 months 66 and 8 months 66 and 10 months 67

2000 2001 2002 2003 2004 2005–2016 2017 2018 2019 2020 2021 2022 and later

60–66

...

The percent of reduction for each month depends on the age at which 100 percent of PIA is payable. The percentage is adjusted so that the total reduction, in equal monthly steps, is always 28 1/2 percent at age 60.

...

...

Noncovered pension offset limited to two-thirds of such pension. Disabled widow

1967

50–59

82.5

Fully insured. Reduced 13 1/3 percent, plus 43/198 of 1 percent for each month under age 60. Includes divorced wife, dependent and married 20 years.

1972

...

100

Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60.

1977

...

...

Increased by any delayed retirement credit husband would be receiving.

...

...


...

...


...

...

Additional reduction for each month under age 60 eliminated.

...

...


1983

1984

(Continued)


2.A OASDI: Benefit Types and Levels Table 2.A22—Monthly benefits for survivors of deceased workers—Continued Age

Percentage of PIA

1965

60 or older

82.5

Fully insured. Dependent. Married 20 years. Not counted toward family maximum. Reduced 5/9 of 1 percent for each month under age 62.

1972

65 or older

100

Limited, if former husband retired before age 65, to amount he would be receiving if still living, but not less than 82 1/2 percent of PIA.

60–64

...

Reduced 19/40 of 1 percent for each month under age 65. In addition, for widow aged 62–64 whose former husband retired before age 65, limited to amount he would be receiving if still living, but not less than 82 1/2 percent of PIA.

...

...


...

...

Increased by any delayed retirement increment former husband would be receiving.

...

...

Married 10 years.

...

...


...

...



...

Beginning in 2000, the age at which 100 percent of PIA is payable will be gradually increased (see Widow).

60–66

...


...

...


Year enacted

Condition or qualification Surviving divorced wife

1977

1983

1984

Disabled surviving divorced wife 1967

50–59

82.5

Fully insured. Dependent. Married 20 years. Not counted toward family maximum. Reduced 13 1/3 percent, plus 43/198 of 1 percent for each month under age 62.

1972

...

100

Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60.

...

...


...

...

Increased by any delayed retirement increment husband (or former husband) would be receiving.

...

...

Married 10 years.

...

...


...

...


...

...


...

...


1977

1983

1984

Widowed mother 1939

Under 65

75

Fully or currently insured. Caring for eligible child.

1965

...

...

Eligible child excludes student over age 18.

1977

...

...


1981

...

...


1983

...

...


1984

...

...



2.A OASDI: Benefit Types and Levels Table 2.A22—Monthly benefits for survivors of deceased workers—Continued Year enacted

Age

Percentage of PIA

Condition or qualification Surviving divorced mother

1950

Under 65

75

Fully or currently insured. Caring for eligible child. Dependent. Not counted toward family maximum.

1965

...

...

Eligible child excludes student over age 18.

1972

...

...


1977

...

...


1981

...

...


1983

...

...


1984

...

...


1939

Under 18

50

a Fully or currently insured. Student aged 16–17.

1946

...

...

Student requirement eliminated.

1950

...

...

Plus 25 percent of PIA divided among the children.

1960

...

75

Additional 25 percent of PIA eliminated.

1965

...

...

Full-time student.

1972

...

...

Benefits extended to end of quarter or semester in which 22nd birthday occurs while undergraduate student.

...

...


1981

18–22

...

Student category eliminated (to be phased out gradually for those entitled before May 1982), except for elementary or secondary school students under age 19.

1996

...

...

Stepchildren must be dependent on worker.

Child

Disabled child 1956

18 or older

50

Fully or currently insured.a Disabled before age 18. Plus 25 percent of PIA divided among the children.

1960

...

75

Additional 25 percent of PIA eliminated.

1972

...

...

Disabled before age 22.

...

...

Includes grandchild under certain circumstances. Parent

1939

65 or older

50

Fully insured. Dependent. No surviving widow or child under age 18.

1946

...

...

No surviving eligible widow or child.

1950

...

75

...

1956

62–64

...

Women.

1958

...

...

No-other-survivor requirement eliminated.

1961

62 or older

82.5

75 percent each if two parents. (Continued)



Percentage of PIA

1950

65 or older

75

1961

62 or older

82.5

...

Year enacted

Condition or qualification Widower Fully and currently insured. Dependent.

1967

...

...

Currently insured requirement eliminated.

1972

65 or older

100

Limited, if wife retired before age 65, to amount wife would be receiving if still living, but not less than 82 1/2 percent of PIA.

60–64

...

Reduced 19/40 of 1 percent for each month under age 65. In addition, for a widower aged 62–64 whose wife retired before age 65, limited to amount she would be receiving if still living, but not less than 82 1/2 percent of PIA.

...

...


...

...

Increased by any delayed retirement increment wife would be receiving.

...

...

Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982, dependent, and not remarried before age 60.

...

...



...


60–66

...


...

...


1977

1983

1984

Disabled widower 1967

50–61

82.5

Fully insured. Dependent. Reduced 5/9 of 1 percent per month between ages 60–62, plus 43/198 of 1 percent for each month under age 60.

1972

50–59

100

Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60. Disability requirement eliminated for ages 60–61.

...

...


...

...

Increased by any delayed retirement increment wife would be receiving.

...

...

Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset). Reduction does not apply if eligible for such pension before December 1982, dependent, and not remarried before age 60.

...

...


...

...


...

...


1977

1983

1984

Surviving divorced husband 1980

1983

1984

b

65 or older

100

Fully insured. Married 10 years. Increased by any delayed retirement credit former wife would be receiving. Limited, if former wife retired before age 65, to amount she would be receiving if still living, but not less than 82 1/2 percent of PIA. Not counted toward family maximum. Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset).

60–64

...

Reduced 19/40 of 1 percent for each month under age 65. In addition, for a widower aged 62–64 whose wife retired before age 65, limited to amount she would be receiving if still living, but not less than 82 1/2 percent of PIA.

...

...



...


60–66

...


...

...




Percentage of PIA

50–59

100

Fully insured. Married 10 years. Increased by any delayed retirement credit former wife would be receiving. Reduced 28 1/2 percent, plus 43/240 of 1 percent for each month under age 60. Not counted toward family maximum. Reduced by full amount of pension payable based on own earnings in noncovered employment (noncovered pension offset).

...

...


...

...


...

...


Under 65

75

Fully or currently insured. Caring for eligible child under age 18.

1977

...

...


1981

...

...


1983

...

...


1984

...

...

Noncovered pension offset to two-thirds of such pension.

Under 65

75

Fully or currently insured. Caring for eligible child under age 18. Reduced by full amount of pension payable based on own earnings in noncovered governmental employment (noncovered pension offset).

1981

...

...


1983

...

...


1984

...

...


Year enacted

Condition or qualification Disabled surviving divorced husband

1980 b

1983

1984

Widowed father 1975

c

Surviving divorced father 1979

d

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: PIA = primary insurance amount; . . . = not applicable. a. Under the Act of 1939, generally not available to child of married female worker. Under the Act of 1950, available if female worker is fully and currently insured; currently insured requirement eliminated by the Act of 1967. b. Oregon District Court decision in Ambrose v. Harris, July 17, 1980. Statutory change enacted in 1983. c. Supreme Court decision in Weinberger v. Wiesenfeld, March 19, 1975. Statutory change enacted in 1983. d. Western District Court decision in Yates v. Califano, January 28, 1979. Statutory change enacted in 1983. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A23—Monthly benefits for transitionally insured workers and their spouses and surviving spouses, aged 72 before 1969 Type of benefit

Effective date

Amount Enacted in 1965

September 1965

$35.00

October 1966

Same as benefit for individual receiving special age-72 benefits (see Table 2.A24)

Wife

September 1963

One-half of worker's benefit

Widow

September 1963

Same as worker's benefit

Husband

May 1983

One-half of worker's benefit

Widower

May 1983

Same as worker's benefit

Worker

Enacted in 1983

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A24—Monthly benefits for individuals and couples insured for special age-72 (Prouty) benefits a

Amount (dollars) Year enacted

Effective date

Age

Individual

Couple

1966

October 1966

72

35.00

52.50

1967

February 1968

...

40.00

60.00

1969

January 1970

...

46.00

69.00

1971

January 1971

...

48.30

72.50

1972

b

September 1972

...

58.00

87.00

1973

c

June–December 1974

...

61.50

92.30

1973

d

March 1974 June 1974 June 1975 June 1976 June 1977 June 1978 June 1979 June 1980 June 1981 June 1982

... ... ... ... ... ... ... ... ... ...

62.10 64.40 69.50 74.10 78.50 83.70 92.00 105.20 117.00 125.60

93.20 96.60 104.40 111.20 117.80 125.60 138.10 157.90 175.70 188.60

December 1983 December 1984 December 1985 December 1986 December 1987 December 1988 December 1989

... ... ... ... ... ... ...

129.90 134.40 138.50 140.30 146.10 151.90 159.00

... ... ... ... ... ... ...

1983 e

(Continued)


2.A OASDI: Benefit Types and Levels Table 2.A24—Monthly benefits for individuals and couples insured for special age-72 (Prouty) benefits—Continued a

Amount (dollars) Year enacted 1990

Effective date December 1990 December 1991 December 1992 December 1993 December 1994 December 1995 December 1996 December 1997 December 1998 g December 1999 December 2000 December 2001 December 2002 December 2003 December 2004 December 2005 December 2006 December 2007 December 2008 December 2009 December 2010 h December 2011

Age 72 before 1972 ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

f

Individual

Couple

167.50 173.60 178.80 183.40 188.50 193.40 199.00 203.10 205.70 210.80 218.10 223.70 226.80 231.50 237.70 247.40 255.50 261.30 276.40 276.40 276.40 ...

... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ... ...

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: . . . = not applicable. a. Monthly benefit reduced by amount of any government pension excluding workers' compensation benefits and veterans' compensation for service-connected disability or death. Not available for persons receiving assistance. b. Provision for future automatic cost-of-living adjustments (COLAs). c. Suspended by legislation in 1973. d. Beginning June 1975, subject to automatic COLAs. Benefits no longer available to persons receiving payments under the Supplemental Security Income program. e. Separate rate for couples eliminated. Rate for individuals applied to all beneficiaries. f. Effective for applications after November 5, 1990. g. The COLA for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. h. Social Security Administration records show no surviving special age-72 (Prouty) beneficiaries in current-payment status in December 2011. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A25—Lump-sum benefits and vocational rehabilitation services, by type of benefit Provision

Year enacted

Lump-sum refund 1935

Persons not insured at age 65 eligible for lump-sum refund equal to 3.5 percent of cumulative wage credits.

1939

Lump-sum refund eliminated. Lump-sum death payment

1935

Under age 65: 3.5 percent of cumulative wage credits. Aged 65 or older and fully insured: 3.5 percent of cumulative wage credits, less monthly benefits received.

1939

Fully and currently insured: 6 times PIA if no survivor eligible for monthly benefits.

1950

3 times PIA for all deaths.

1954

3 times PIA with maximum of $255.

1981

Payable only to a widow or widower who was living with the worker at time of the death or to a widow, widower, or children eligible for monthly benefits. a Vocational rehabilitation services

1965

Available to selected disabled individuals. Costs of services payable from OASDI trust funds to state vocational rehabilitation agencies. Reimbursement in any year may not exceed 1 percent of the total amount of OASDI disability benefits disbursed in the prior year.

1972

Maximum annual reimbursement increased to 1.25 percent for fiscal year ending June 30, 1973, and 1.50 percent thereafter.

1981

Reimbursement from trust funds for cost of rehabilitation services made if the services result in the disabled individual's return to work (performance of substantial gainful activity for 9 consecutive months).

1999

Enhancements including expanded beneficiary choice of service providers and extended health care for beneficiaries who return to work.

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: OASDI = Old-Age, Survivors, and Disability Insurance; PIA = Primary Insurance Amount. a. The amount of the lump sum is effectively fixed at $255 because of increases in the pre-1981 PIA. The 1981 legislation eliminating the minimum PIA is not applicable to the calculation of the lump-sum death payment. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A26—Monthly benefit amount for selected beneficiary families with first eligibility in 2014, by average indexed monthly earnings for stipulated yearly wage levels, effective December 2014 (in dollars)

Beneficiary family

Federal minimum wage a

75 percent of average wage

Average wage b

Retired-worker families Average indexed monthly earnings Primary insurance amount Maximum family benefit Monthly benefit amount for retired worker claiming benefits at age 62 Worker alone Worker with spouse claiming benefits at— Full retirement age or older e Age 62

d

2,771.00 1,383.10 2,533.00

3,694.00 1,683.40 3,113.40

5,542.00 2,176.70 3,810.50

8,890.00 2,687.50 4,704.30

724.00

1,037.00

1,262.00

1,632.00

2,015.00

1,206.00 1,062.00

1,728.00 1,521.00

2,103.00 1,851.00

2,720.00 2,393.00

3,358.00 2,955.00

f

1,283.00 898.80 1,371.10

2,772.00 1,383.40 2,533.90

3,697.00 1,684.40 3,114.70

5,545.00 2,177.20 3,811.50

9,232.00 2,739.60 4,795.60

674.00 1,348.00 1,371.00

1,037.00 2,074.00 2,532.00

1,263.00 2,526.00 3,114.00

1,632.00 3,264.00 3,810.00

2,054.00 4,108.00 4,794.00

Disabled-worker families Average indexed monthly earnings Primary insurance amount Maximum family benefit h Monthly benefit amount for disabled worker age 50 Worker alone Worker, spouse, and 1 child

Maximum taxable earnings c

1,489.00 965.80 1,473.30

Survivor families Average indexed monthly earnings Primary insurance amount Maximum family benefit Monthly benefit amount for survivor of worker deceased at age 40 1 surviving child Widowed mother or father and 1 child Widowed mother or father and 2 children

150 percent of average wage

g

1,326.00 912.80 1,146.20

2,771.00 1,383.10 2,074.60

3,695.00 1,683.70 2,525.60

5,543.00 2,176.90 3,265.40

9,142.00 2,725.90 4,088.90

912.00 1,144.00

1,383.00 2,073.00

1,683.00 2,523.00

2,176.00 3,264.00

2,725.00 4,087.00

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . a. Annual earnings are calculated by multiplying the federal minimum wage by 2,080 hours (see Table 3.B3). Increases in the minimum wage during the year are prorated. b. See Table 2.A8. c. See Table 2.A9. d. Assumes the worker began to work at age 22, retired at age 62 in 2014 with maximum reduction, and had no prior period of disability. e. The full retirement age is the earliest age at which an unreduced spousal benefit is payable. f. Assumes the deceased worker began to work at age 22, died in 2014 at age 40, had no earnings in that year, and had no prior period of disability. g. Assumes the worker began to work at age 22, became disabled at age 50 in 2014, had no earnings in that year, and had no prior period of disability. h. The Amendments of 1980 to the Social Security Act provide for a different family maximum amount in disability cases. For disabled workers entitled after June 1980, the maximum is the smaller of (1) 85 percent of the worker's average indexed monthly earnings (or 100 percent of the primary insurance amount, if larger) or (2) 150 percent of the primary insurance amount. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A27—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 62, by year they attained age 62, 1957–2015 (in dollars) Minimum benefit payable

Maximum benefit payable At retirement

Effective December 2014

b

At retirement

Effective b December 2014

Men

Women

Men

Women

1957 1958 1959

24.00 24.00 26.40

413.20 413.20 413.20

... ... ...

86.80 86.80 92.80

... ... ...

1,019.70 1,019.70 1,019.70

1960 1961 1962 1963 1964

26.40 26.40 32.00 32.00 32.00

411.40 409.30 408.00 405.80 405.80

... ... 93.60 94.40 95.20

95.20 96.00 96.80 97.60 98.40

... ... 1,027.30 1,034.40 1,041.10

1,045.80 1,053.40 1,062.70 1,069.90 1,076.70

1965 1966 1967 1968 1969

35.20 35.20 35.20 c 44.00 44.00

405.40 402.00 399.60 394.20 390.50

102.80 102.80 105.40 c 121.00 124.80

105.40 106.20 108.80 c 124.80 128.40

1,046.80 1,043.30 1,066.50 1,071.80 1,095.30

1,074.60 1,078.20 1,100.20 1,107.10 1,127.30

1970 1971 1972 1973 1974

51.20 56.40 56.40 67.60 67.60

384.90 379.80 374.30 369.20 363.20

146.80 163.60 167.10 207.60 217.00

151.90 170.50 172.90 212.90 219.70

1,105.80 1,103.90 1,113.00 1,133.60 1,168.60

1,143.90 1,151.60 1,151.40 1,163.80 1,182.60

1975 1976 1977 1978 1979

75.10 81.20 86.40 91.50 97.60

358.50 354.30 351.60 349.90 351.40

253.10 285.60 319.40 354.60 d 388.90

253.10 285.60 319.40 354.60 d 388.90

1,209.80 1,249.20 1,304.20 1,364.00 1,405.00

1,209.80 1,249.20 1,304.20 1,364.00 1,405.00

1980 1981 1982 1983 1984

97.60 97.60 e e e

319.30 278.90 e e e

d

d

402.80 432.00 474.60 526.40 559.40

1,323.90 1,241.70 1,227.10 1,266.80 1,300.90

1,323.90 1,241.70 1,227.10 1,266.80 1,300.90

1985 1986 1987 1988 1989

e e e e e

e e e e e

591.30 630.50 662.10 686.70 734.00

591.30 630.50 662.10 686.70 734.00

1,329.30 1,374.50 1,425.00 1,418.60 1,457.60

1,329.30 1,374.50 1,425.00 1,418.60 1,457.60

1990 1991 1992 1993 1994

e e e e e

e e e e e

774.60 810.00 854.10 893.60 948.00

774.60 810.00 854.10 893.60 948.00

1,469.60 1,457.80 1,482.90 1,506.30 1,557.70

1,469.60 1,457.80 1,482.90 1,506.30 1,557.70

1995 1996 1997 1998 1999

e e e e e

e e e e e

965.90 999.90 1,049.10 1,109.60 1,183.60

965.90 999.90 1,049.10 1,109.60 1,183.60

1,544.20 1,557.90 1,588.70 1,645.90 f 1,733.00

1,544.20 1,557.90 1,588.70 1,645.90 f 1,733.00

Year

a

402.80 432.00 474.60 526.40 559.40

(Continued)


2.A OASDI: Benefit Types and Levels Table 2.A27—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 62, by year they attained age 62, 1957–2015 (in dollars)—Continued Minimum benefit payable



b

At retirement


Men

Women

Men

Women

2000 2001 2002 2003 2004

e e e e e

e e e e e

1,241.70 1,307.30 1,375.30 1,404.30 1,414.80

1,241.70 1,307.30 1,375.30 1,404.30 1,414.80

1,773.90 1,804.40 1,850.30 1,863.30 1,838.70

1,773.90 1,804.40 1,850.30 1,863.30 1,838.70

2005 2006 2007 2008 2009

e e e e e

e e e e e

1,444.90 1,522.50 1,589.40 1,672.70 1,759.70

1,444.90 1,522.50 1,589.40 1,672.70 1,759.70

1,828.60 1,850.90 1,870.60 1,924.50 1,913.60

1,828.60 1,850.90 1,870.60 1,924.50 1,913.60

2010 2011 2012 2013 2014 2015

e e e e e e

e e e e e e

1,809.90 1,793.60 1,845.50 1,912.50 1,981.90 2,014.10

1,809.90 1,793.60 1,845.50 1,912.50 1,981.90 2,014.10

1,968.30 1,950.50 1,937.20 1,974.00 2,015.50 ...

1,968.30 1,950.50 1,937.20 1,974.00 2,015.50 ...

Year

a

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTES: Benefit first available at age 62 to female workers effective November 1956 and to male workers effective August 1961. . . . = not applicable. a. Assumes the worker began to work at age 22, retired at the beginning of the year, had no prior disability, and received the maximum reduction. Through 1999, the assumed reduction was 36 months at 5/9 of 1 percent per month, or 20 percent. In 2000, with the increase in the full retirement age (FRA) to 65 and 2 months, the reduction increased to 20.008333 percent (see Tables 2.A17.1 and 2.A20). In 2001, the FRA increased to 65 and 4 months for a maximum reduction of 21.666667 percent. In 2002, the FRA increased to 65 and 6 months for a maximum reduction of 22.5 percent. In 2003, the FRA increased to 65 and 8 months for a maximum reduction of 23.333333 percent. In 2004, the FRA increased to 65 and 10 months for a maximum reduction of 24.16667 percent. In 2005, the FRA increased to 66 for a maximum reduction of 25 percent. b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1. c. Effective February 1968. d. Derived from transitional guarantee computation based on primary insurance amount (PIA) table of 1978. e. In 1981, legislation eliminated the minimum PIA for workers who attain age 62 in 1982 or later. (The minimum is retained until 1991 for members of religious orders who were under a vow of poverty, provided that the order had elected Social Security coverage before December 29, 1981.) f. The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Benefit Types and Levels Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 65, by year they attained age 65, 1940–2015 (in dollars) Minimum benefit payable



b

At retirement


Men

Women

Men

Women

1940 1941 1942 1943 1944

10.00 10.00 10.00 10.00 10.00

431.30 431.30 431.30 431.30 431.30

41.20 41.60 42.00 42.40 42.80

41.20 41.60 42.00 42.40 42.80

850.50 850.50 860.60 860.60 860.60

850.50 850.50 860.60 860.60 860.60

1945 1946 1947 1948 1949

10.00 10.00 10.00 10.00 10.00

431.30 431.30 431.30 431.30 431.30

43.20 43.60 44.00 44.40 44.80

43.20 43.60 44.00 44.40 44.80

870.00 880.50 888.70 888.70 897.80

870.00 880.50 888.70 888.70 897.80

1950 1951 1952 1953 1954

10.00 20.00 20.00 25.00 25.00

431.30 431.30 431.30 431.30 431.30

45.20 68.50 68.50 85.00 85.00

45.20 68.50 68.50 85.00 85.00

908.80 908.80 908.80 1,004.10 1,004.10

908.80 908.80 908.80 1,004.10 1,004.10

1955 1956 1957 1958 1959

30.00 30.00 30.00 30.00 33.00

431.30 431.30 431.30 431.30 431.30

98.50 103.50 108.50 108.50 116.00

98.50 103.50 108.50 108.50 116.00

1,004.10 1,061.00 1,109.10 1,109.10 1,109.10

1,004.10 1,061.00 1,109.10 1,109.10 1,109.10

1960 1961 1962 1963 1964

33.00 33.00 40.00 40.00 40.00

431.30 431.30 431.30 431.30 431.30

119.00 120.00 121.00 122.00 123.00

119.00 120.00 123.00 125.00 127.00

1,137.00 1,145.90 1,156.30 1,165.40 1,176.00

1,137.00 1,145.90 1,176.00 1,193.50 1,213.60

1965 1966 1967 1968 1969

44.00 44.00 44.00 c 55.00 55.00

431.30 431.30 431.30 431.30 431.30

131.70 132.70 135.90 c 156.00 160.50

135.90 135.90 140.00 c 161.60 167.30

1,176.00 1,184.70 1,213.60 1,231.80 1,267.90

1,213.60 1,213.60 1,249.40 1,276.20 1,321.30

1970 1971 1972 1973 1974

64.00 70.40 70.40 84.50 84.50

431.30 431.30 431.30 431.30 431.30

189.80 213.10 216.10 266.10 274.60

196.40 220.40 224.70 276.40 284.90

1,303.40 1,330.10 1,349.80 1,384.30 1,427.70

1,349.80 1,374.70 1,402.60 1,437.90 1,482.10

1975 1976 1977 1978 1979

93.80 101.40 107.90 114.30 121.80

431.30 431.30 431.30 431.30 431.30

316.30 364.00 412.70 459.80 503.40

333.70 378.80 422.40 459.80 503.40

1,482.10 1,578.10 1,682.30 1,769.70 1,818.90

1,563.60 1,642.40 1,721.20 1,769.70 1,818.90

1980 1981 1982 1983 1984

133.90 153.10 d 170.30 d 166.40 d 150.50

431.30 431.30 431.30 392.20 342.20

572.00 677.00 d 679.30 709.50 703.60

572.00 677.00 d 679.30 709.50 703.60

1,880.70 1,947.30 1,756.20 1,708.40 1,636.80

1,880.70 1,947.30 1,756.20 1,708.40 1,636.80

1985 1986 1987 1988 1989

e e e e e

e e e e e

717.20 760.10 789.20 838.60 899.60

717.20 760.10 789.20 838.60 899.60

1,612.40 1,657.30 1,699.10 1,732.70 1,787.00

1,612.40 1,657.30 1,699.10 1,732.70 1,787.00

1990 1991 1992 1993 1994

e e e e e

e e e e e

975.00 1,022.90 1,088.70 1,128.80 1,147.50

975.00 1,022.90 1,088.70 1,128.80 1,147.50

1,850.30 1,841.70 1,890.70 1,903.30 1,885.70

1,850.30 1,841.70 1,890.70 1,903.30 1,885.70

1995 1996 1997 1998 1999

e e e e e

e e e e e

1,199.10 1,248.90 1,326.60 1,342.80 1,373.10

1,199.10 1,248.90 1,326.60 1,342.80 1,373.10

1,917.00 1,946.20 2,009.10 1,991.90 2,010.70

1,917.00 1,946.20 2,009.10 1,991.90 2,010.70

Year

a

(Continued)


2.A OASDI: Benefit Types and Levels Table 2.A28—Minimum and maximum monthly retired-worker benefits payable to individuals who retired at age 65, by year they attained age 65, 1940–2015 (in dollars)—Continued Minimum benefit payable



b

a

At retirement


Men

Women

Men

Women

2000 2001 2002 2003 g h 2004

e e e e e

e e e e e

1,435.30 f 1,538.20 1,660.50 1,721.70 1,784.80

1,435.30 f 1,538.20 1,660.50 1,721.70 1,784.80

2,050.70 2,123.20 2,234.20 2,284.80 2,319.70

2,050.70 2,123.20 2,234.20 2,284.80 2,319.70

2005 j 2006 k 2007 l 2008 m 2009

i

e e e e e

e e e e e

1,874.30 1,961.90 1,998.70 2,030.60 2,172.40

1,874.30 1,961.90 1,998.70 2,030.60 2,172.40

2,372.10 2,385.30 2,352.30 2,336.30 2,362.50

2,372.10 2,385.30 2,352.30 2,336.30 2,362.50

n

e e e e e e

e e e e e e

2,191.70 2,249.50 2,310.40 2,414.50 2,431.90 2,452.00

2,191.70 2,249.50 2,310.40 2,414.50 2,431.90 2,452.00

2,383.60 2,446.30 2,425.30 2,492.30 2,473.20 ...

2,383.60 2,446.30 2,425.30 2,492.30 2,473.20 ...

Year

2010 2011 o 2012 p q 2013 2014 r 2015 s

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register, vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: . . . = not applicable. a. Through 2002, assumes that the worker began to work at age 22, retired at the beginning of the year with unreduced benefits, had no earnings after retirement, and had no prior period of disability. Effective 2003, the same assumptions apply except that the benefit is reduced by 2 months because, for a worker retiring at age 65 in 2003, the age at which one can receive an unreduced benefit—the full retirement age (FRA)—has been raised from 65 to 65 and 2 months. In 2004, the FRA is 65 and 4 months, so the benefit is reduced by 4 months. In 2005, the FRA is 65 and 6 months, so the benefit is reduced by 6 months. In 2006, the FRA is 65 and 8 months, so the benefit is reduced by 8 months. In 2007, the FRA is 65 and 10 months, so the benefit is reduced by 10 months. Beginning in 2008, the FRA is 66, so the benefit is reduced by 12 months. b. Final benefit amount payable after Supplementary Medical Insurance (SMI) premium or any other deduction is rounded to next lower $1. c. Effective February 1968. d. Derived from transitional guarantee computation based on primary insurance amount (PIA) table of 1978. e. In 1981, legislation eliminated the minimum PIA for workers who attain age 62 in 1982 or later. (The minimum is retained until 1991 for members of religious orders who are under a vow of poverty, provided that the order had elected Social Security coverage before December 29, 1981.) f.

The cost-of-living adjustment (COLA) for December 1999 was originally determined to be 2.4 percent, based on the Consumer Price Index (CPI). The underlying CPI was later recomputed by the Bureau of Labor Statistics; a 2.5 percent COLA would have been consistent with the recomputed CPI. Pursuant to Public Law 106-554, benefits were calculated and paid in August 2001 and later as if the COLA for December 1999 had been 2.5 percent. Affected beneficiaries received a one-time payment to cover the shortfall that occurred before August 2001.

g. The full retirement benefit at age 65 and 2 months is $1,741.10. h. The full retirement benefit at age 65 and 4 months is $1,825.40. i.

The full retirement benefit at age 65 and 6 months is $1,939.00.

j.

The full retirement benefit at age 65 and 8 months is $2,053.20.

k. The full retirement benefit at age 65 and 10 months is $2,116.30. l.

The full retirement benefit at age 66 in 2008 is $2,185.40.

m. The full retirement benefit at age 66 in 2009 is $2,323.80. n. The full retirement benefit at age 66 in 2010 is $2,346.80. o. The full retirement benefit at age 66 in 2011 is $2,366.10. p. The full retirement benefit at age 66 in 2012 is $2,513.60. q. The full retirement benefit at age 66 in 2013 is $2,533.50. r.

The full retirement benefit at age 66 in 2014 is $2,642.60.

s. The full retirement benefit at age 66 in 2015 is $2,663.80. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A29—Earnings (retirement) test for years through 1999, by year enacted Amount permitted without reduction in benefits (exempt amount) Year enacted

Effective year

Beneficiaries exempt

Earnings subject to test

Monthly

Annual earnings (dollars)

wages a (dollars)

Reduction in monthly benefit b

For all beneficiaries 1935

...

...

Covered

...

...

1939

1940

...

...

...

14.99

...

1950

1951

Aged 75 or older

...

c

600

50.00

...

...

c

Full monthly benefit

900

75.00

...

d

1,200

80.00

One month's full benefit for each $80.00 or fraction thereof

Disabled

...

...

...

...

...

...

...

100.00

...

1961

...

...

...

...

$1 for each $2 of earnings from $1,201–$1,500 $1 for each $1 of earnings above $1,500

1961

1962

...

...

...

...


1965

1966

...

...

1,500

125.00


1967

1968

...

...

1,680

140.00


1972

1973

...

Up to age 72

2,100

175.00

$1 for each $2 of earnings above $2,100

1973

1974

...

...

2,400

200.00


1952

1953

...

1954

1955

Aged 72 or older

1956

1958

1958

1959

1960

All

1975

e

2,520

e

210.00


1976

e

2,760

e

230.00


1977

e

3,000

e

250.00


For beneficiaries who have not reached full retirement age 1977

e

1979

e

1980

e

1981

e

1982

e

1983

e

1984

e

1985

e

1986

e

1987

e

1988

e

1989

e

1990

e

1991

e

1992

e

1993

f

3,240

e

270.00


3,480

e

290.00


3,720

e

310.00


4,080

e

340.00


4,440

e

370.00


4,920

e

410.00


5,160

e

430.00


5,400

e

450.00


5,760

e

480.00


6,000

e

500.00


6,120

e

510.00


6,480

e

540.00


6,840

e

570.00


7,080

e

590.00


7,440

e

620.00


e

7,680

e

640.00


1994

e

8,040

e

670.00


1995

e

8,160

e

680.00


1996

e

8,280

e

690.00


1997

e

8,640

e

720.00


1998

e

9,120

e

760.00


1999

e

9,600

e

800.00


1978

...

...

(Continued)


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A29—Earnings (retirement) test for years through 1999, by year enacted—Continued Amount permitted without reduction in benefits (exempt amount) Year enacted

Effective year



Monthly

Annual earnings (dollars)

wages a (dollars)

Reduction in monthly benefit b

For beneficiaries who have reached full retirement age f 1977

1981

1983

g

4,000

g

333.33


1979

g

4,500

g

375.00


1980

g

5,000

g

416.66


1981

g

5,500

g

458.33


1982

g

6,000

g

500.00

1978

1983

...

...

Aged 70 or older

Up to age 70

...

1983

e

1984

e

1985

e

1986

e

1987

e

1988

e

1989

e

e e

1990

...

2000

e

550.00


6,960

e

580.00


7,320

e

610.00


7,800

e

650.00


8,160

e

680.00


8,400

e

700.00


8,880

e

740.00


9,360

e

780.00


9,720

e

810.00


10,200

e

850.00


...

1991

$1 for each $2 of earnings above $6,000 ...

6,600

...

1990

1996

...

...

$1 for each $3 of earnings above exempt amount

1992

e

1993

e

10,560

e

880.00


1994

e

11,160

e

930.00


1995

e

11,280

e

940.00


1996

...

...

12,500

h

1,041.67


1,125.00


1997

13,500

1998

14,500

i

1,208.33


1999

15,500

j

1,291.67


2000

...

Earnings test eliminated at full retirement age k

...

...

...

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTE: . . . = not applicable. a. Monthly test for self-employment income is defined in terms of substantial services. For taxable years beginning after December 31, 1977, monthly test eliminated for wage and self-employment income except that each individual may use a monthly test for 1 grace year, usually the year of retirement. b. Earnings of a retired-worker beneficiary affect total monthly family benefit. Earnings of a dependent or survivor beneficiary affect only his or her benefit. However, effective January 1985, earnings of a retired-worker beneficiary do not affect the benefit to a divorced spouse who has been divorced at least 2 years. Effective for benefits after December 1990, the 2-year requirement is waived if the worker was entitled to benefits before the divorce. c. Applied to self-employment income only. d. Special provisions for earnings in noncovered employment outside the United States. e. Became effective because of automatic adjustment provisions mandated by legislation in 1972 and 1973. f. Full retirement age (FRA) is 65 for beneficiaries who attain age 62 (age 60 for widow(er)s) before 2000, gradually increasing to age 67 for beneficiaries who attain age 62 in 2022 or later. g. Discretionary increase included in legislation of 1977. h. Actual amount is $1,041.66 2/3. i. Actual amount is $1,208.33 1/3. j. Actual amount is $1,291.66 2/3. k. Public Law (P.L.) 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches FRA. The annual earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 withholding rate). In determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of attainment of FRA will be considered. P.L. 106-182 did not change the annual exempt amount for beneficiaries who are under FRA throughout the year, which continues to be pegged to increases in the average wage. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A29.1—Earnings (retirement) test for 2000–2015, by year enacted Amount permitted without reduction in benefits (exempt amount) Annual Year enacted

Effective year



earnings (dollars)

a

Monthly b wages (dollars)

Reduction in monthly benefit c

For beneficiaries who have reached full retirement age d 2000

2000

...

The earnings test no longer applies effective with the month of attainment of full retirement age.

...

...

...

For beneficiaries who will not reach full retirement age during year 2000

2000

...

...

d

10,080

840.00


2001

10,680

890.00


2002

11,280

940.00


2003

11,520

960.00


2004

11,640

970.00


2005

12,000

1,000.00


2006

12,480

1,040.00


2007

12,960

1,080.00


2008

13,560

1,130.00


2009

14,160

1,180.00


2010

14,160

1,180.00


2011

14,160

1,180.00


2012

14,640

1,220.00


2013

15,120

1,260.00


2014

15,480

1,290.00


2015

15,720

1,310.00

$1 for each $2 of earnings above $15,720 (Continued)


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A29.1—Earnings (retirement) test for 2000–2015, by year enacted—Continued Amount permitted without reduction in benefits (exempt amount) Annual Year enacted

Effective year



earnings (dollars)

Monthly b wages (dollars)

a

Reduction in monthly benefit

c

For beneficiaries who will reach full retirement age during year d 2000

17,000

e

1,416.67

2001

25,000

f

2,083.33


2002

30,000

2,500.00


2003

30,720

2,560.00


2004

31,080

2,590.00


2005

31,800

2,650.00


2006

33,240

2,770.00


2007

34,440

2,870.00


2008

36,120

3,010.00


2009

37,680

3,140.00


2010

37,680

3,140.00


2011

37,680

3,140.00


2012

38,880

3,240.00


2013

40,080

3,340.00


2014

41,400

3,450.00


2015

41,880

3,490.00


2000

...

...


SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register , vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTES: Public Law (P.L.) 106-182, enacted April 7, 2000, eliminated the earnings test beginning with the month a beneficiary reaches full retirement age (FRA). The annual earnings test that applies in the year of attainment of FRA is based on the annual limits established under P.L. 104-121 (including the $1 for $3 withholding rate). In determining annual earnings for purposes of the annual earnings test under this legislation, only earnings before the month of attainment of FRA will be considered. P.L. 106-182 did not change the annual exempt amount for beneficiaries who are under FRA throughout the year, which continues to be pegged to increases in the average wage. . . . = not applicable. a. Automatic adjustment provisions and legislative history of the earnings test are in Table 2.A18. b. Monthly test for self-employment income is defined in terms of substantial services. Each individual may use a monthly test for 1 grace year, usually the year of retirement. c. Earnings of a retired-worker beneficiary affect total monthly family benefit. Earnings of a dependent or survivor beneficiary affect only his or her benefit. However, earnings of a retired-worker beneficiary do not affect the benefit to a divorced spouse who has been divorced at least 2 years. The 2-year requirement is waived if the worker was entitled to benefits before the divorce. d. Full retirement age is 65 for beneficiaries who attain age 62 (age 60 for widow(er)s) before 2000, gradually increasing to age 67 for beneficiaries who attain age 62 in 2022 or later. See Table 2.A17.1 for the FRA by year of birth. e. Actual amount is $1,416.66 2/3. f. Actual amount is $2,083.33 1/3. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A30—Monthly earnings guidelines for substantial gainful activity, 1961–2015 (in dollars) Nonblind beneficiaries

a

Minimum

Maximum

Blind beneficiaries b

1961–1965 1966–June 1968 July 1968–1973 1974–1975

50 75 90 130

100 125 140 200

c c c c

1976 1977 1978 1979

150 160 170 180

230 240 260 280

c c 334 375

1980 1981 1982 1983–1989

190 190 190 190

300 300 300 300

417 459 500 d

1990 1991 1992 1993 1994

300 300 300 300 300

500 500 500 500 500

780 810 850 880 930

1995 1996 1997 1998 January–June 1999 July 1999

300 300 300 300 300 300

500 500 500 500 500 700

940 960 1,000 1,050 1,110 1,110

January 2000 January 2001 January 2002 January 2003 January 2004

300 Discontinued ... ... ...

700 740 780 800 810

1,170 1,240 1,300 1,330 1,350

January 2005 January 2006 January 2007 January 2008 January 2009

... ... ... ... ...

830 860 900 940 980

1,380 1,450 1,500 1,570 1,640

January 2010 January 2011 January 2012 January 2013 January 2014 January 2015

... ... ... ... ... ...

1,000 1,000 1,010 1,040 1,070 1,090

1,640 1,640 1,690 1,740 1,800 1,820

Year

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, "Cost-of-Living Increase and Other Determinations for 2015," Federal Register , vol. 79, no. 209 (October 29, 2014). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . NOTES: Earnings are net of any wage subsidies and impairment-related expenses. The guidelines for substantial gainful activity (SGA) for self-employed individuals differ from the guidelines for wage earners. Self-employment activity is generally examined in terms of time spent and degree of effort, as compared with that of nondisabled self-employed individuals. . . . = not applicable. a. Earnings above the maximum amount ordinarily demonstrate SGA; earnings below the minimum amount show that SGA has not occurred. When earnings are between the minimum and maximum, other factors are considered. b. The amendments in 1977 provided that, effective 1978, earnings of blind beneficiaries would be evaluated under different SGA guidelines from those of nonblind beneficiaries. c. Pre-1978 guidelines are the same as those for nonblind beneficiaries. d. Annual amounts were determined by automatic adjustments linked to increases in average wage level. The amounts equal the monthly exempt amounts under the earnings test applicable to beneficiaries who have reached full retirement age (see Table 2.A29 for the amounts for 1983–1995). CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A31—Taxation of Social Security benefits

Year enacted

Individuals or couples with income exceeding (dollars)—

Benefits included in gross income

Effective for taxable years—

Married filing jointly 1983

32,000

Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of income over $32,000

Ending after December 31, 1983

1993

32,000 but not 44,000


Beginning after December 31, 1993

44,000

Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or the sum of $6,000 plus 85 percent of income over $44,000


Married filing separate returns

a

1983

0

Lesser of one-half of Social Security and Tier 1 Railroad Retirement benefits or one-half of income


1993

0

Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or 85 percent of income


Individuals in all other filing categories 1983

25,000



1993

25,000 but not 34,000



34,000

Lesser of 85 percent of Social Security and Tier 1 Railroad Retirement benefits or the sum of $4,500 plus 85 percent of income over $34,000


SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . Taxation of Social Security benefits is governed by the Internal Revenue Service Code. IRS describes the rules governing taxation of Social Security benefits in IRS publication 915, available at https://www.irs.gov/pub/irs-pdf/p915.pdf. NOTES: Income is defined as modified adjusted gross income, plus 50 percent of Social Security and Tier 1 Railroad Retirement benefits. Modified adjusted gross income is adjusted gross income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with further modification of adjusted gross income in some cases involving certain tax provisions of limited applicability among the beneficiary population. Social Security and Tier 1 Railroad Retirement benefits include workers' compensation benefits to the extent they cause a reduction in Social Security or Tier 1 Railroad Retirement disability benefits. a. Includes only married taxpayers filing separately who lived with their spouse at any time during the tax year; married individuals filing separately who did not live with their spouse are treated the same as unmarried individuals. CONTACT: (410) 965-0090 or [email protected].


2.A OASDI: Effect of Current Earnings and Taxation of Benefits Table 2.A32—Taxation of Social Security benefits: Examples (in dollars) Taxable benefits included in gross income

Modified adjusted gross income a (A)

Amount of One-half of benefits

b

benefits

(B)

b

(C)

Income to be compared with base amount (D = A + C)

Relevant base amount c (E)

Income in excess of base amount (F = D - E)

One-half of excess

Lower of one-half of benefits, or one-half of income between 85 percent upper and of excess lower base amounts income

(G = F ÷ 2) (H = .85 × F)

(I)

If income does not exceed upper base amount— lesser of onehalf of benefits or one-half of income over 85 percent base amount of benefits (J = .85 × B)

(K = lesser of C or G)

If income exceeds upper base amount— lesser of 85 percent of benefits or one-half of income between base amounts plus 85 percent of income over upper base amount (L = lesser of J or I + H)

Married filing jointly 25,000 28,000 33,000 38,000 40,000 43,000 45,000

10,000 10,000 10,000 10,000 10,000 10,000 10,000

5,000 5,000 5,000 5,000 5,000 5,000 5,000

30,000 33,000 38,000 43,000 45,000 48,000 50,000

32,000 32,000 32,000 32,000 44,000 44,000 44,000

0 1,000 6,000 11,000 1,000 4,000 6,000

... 500 3,000 5,500 ... ... ...

... ... ... ... 850 3,400 5,100

Married filing separate returns 0 2,000 4,000 10,000 20,000

6,000 6,000 6,000 6,000 6,000

3,000 3,000 3,000 3,000 3,000

3,000 5,000 7,000 13,000 23,000

0 0 0 0 0

20,000 25,000 30,000 32,000 35,000 40,000

8,000 8,000 8,000 8,000 8,000 8,000

4,000 4,000 4,000 4,000 4,000 4,000

24,000 29,000 34,000 36,000 39,000 44,000

25,000 25,000 25,000 34,000 34,000 34,000

3,000 5,000 7,000 13,000 23,000

... ... ... ... ...

... ... ... ... 5,000 5,000 5,000

... ... ... ... 8,500 8,500 8,500

... 500 3,000 5,000 ... ... ...

... ... ... ... 5,850 8,400 8,500

0 0 0 0 0

5,100 5,100 5,100 5,100 5,100

... ... ... ... ...

2,550 4,250 5,100 5,100 5,100

... ... ... 4,000 4,000 4,000

... ... ... 6,800 6,800 6,800

... 2,000 4,000 ... ... ...

... ... ... 5,700 6,800 6,800

d

2,550 4,250 5,950 11,050 19,550

Individuals in all other filing categories 0 4,000 9,000 2,000 5,000 10,000

... 2,000 4,500 ... ... ...

... ... ... 1,700 4,250 8,500

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register . Taxation of Social Security benefits is governed by the Internal Revenue Service Code. IRS describes the rules governing taxation of Social Security benefits in IRS publication 915, available at https://www.irs.gov/pub/irs-pdf/p915.pdf. NOTE: . . . = not applicable. a. Adjusted gross income (before Social Security or Railroad Retirement benefits are considered), plus tax-exempt interest income, with further modification of adjusted gross income in some cases involving certain tax provisions of limited applicability among the beneficiary population. b. Social Security and Tier 1 Railroad Retirement benefits, including workers' compensation benefits to the extent they cause a reduction in either of these two types of benefits. c. For married couples filing joint returns, up to 50 percent of benefits are subject to income tax if gross income is more than $32,000 but less than $44,000. If gross income is less than $32,000, none of the Social Security benefits will be taxable. If gross income exceeds $44,000, up to 85 percent of Social Security benefits will be taxable income. Similar lower and upper level thresholds or "base amounts" for single individuals are $25,000 and $34,000. There is no similar threshold or base amount for married individuals who live together but file separate returns (for example, up to 85 percent of Social Security benefits in those cases may be considered taxable income). d. Includes only married taxpayers filing separately who lived with their spouse at any time during the tax year; married individuals filing separately who did not live with their spouse are treated the same as unmarried individuals. CONTACT: (410) 965-0090 or [email protected].


2.B Other Programs: Supplemental Security Income Table 2.B1—Federal benefit rates, by living arrangement, 1974–2015 a

Amount (dollars) Act

Individual

Effective date Own household

Couple

b

1972

January 1, 1974 c

130.00

195.00

1973

January 1, 1974

140.00

210.00

July 1, 1974

146.00

219.00

July 1, 1975 July 1, 1976 July 1, 1977 July 1, 1978 July 1, 1979

157.70 167.80 177.70 189.40 208.20

236.60 251.80 266.70 284.10 312.30

July 1, 1980 July 1, 1981 July 1, 1982

238.00 264.70 284.30

357.00 397.00 426.40

July 1, 1983 e January 1, 1984

304.30 314.00

456.40 472.00

January 1, 1985 January 1, 1986 January 1, 1987 January 1, 1988 January 1, 1989

325.00 336.00 340.00 354.00 368.00

488.00 504.00 510.00 532.00 553.00


386.00 407.00 422.00 434.00 446.00

579.00 610.00 633.00 652.00 669.00


458.00 470.00 484.00 494.00 500.00

687.00 705.00 726.00 741.00 751.00

1973 1974

1983

d

January 1, 2000

f

513.00

769.00

January 1, 2001 January 1, 2002 January 1, 2003 January 1, 2004

f

531.00 545.00 552.00 564.00

796.00 817.00 829.00 846.00


579.00 603.00 623.00 637.00 674.00

869.00 904.00 934.00 956.00 1,011.00

January 1, 2010 January 1, 2011 January 1, 2012 January 1, 2013 January 1, 2014 January 1, 2015

674.00 674.00 698.00 710.00 721.00 733.00

1,011.00 1,011.00 1,048.00 1,066.00 1,082.00 1,100.00 (Continued)


2.B Other Programs: Supplemental Security Income Table 2.B1—Federal benefit rates, by living arrangement, 1974–2015—Continued a

Amount (dollars) Act

Individual

Effective date

Couple

Receiving institutional care covered by Medicaid g 1972

January 1, 1974

25.00

50.00

1987

July 1, 1988

30.00

60.00

SOURCES: Social Security Act of 1935 (the Act), as amended through December 31, 2014; regulations issued under the Act; and precedential case decisions (rulings). Social Security Administration, Office of the Chief Actuary, "SSI Federal Payment Amounts," https://www.socialsecurity.gov/OACT/COLA/SSIamts.html. See the Social Security Program Rules page (https://www.socialsecurity.gov/regulations/index.htm) for specific laws, regulations, rulings, legislation, and a link to the Federal Register. NOTE: For those in another person's household receiving support and maintenance there, the federal benefit rate is reduced by one-third. a. For those without countable income. These payments are reduced by the amount of countable income of the individual or couple. b. Includes persons in private institutions whose care is not provided by Medicaid. c. Superseded by the provision of 1973. d. Mechanism established for providing cost-of-living adjustments. e. General benefit increase. f.

Benefits originally paid in 2000 and through July 2001 were based on federal benefit rates of $512 and $530, respectively. Pursuant to Public Law 106-554, monthly payments beginning in August 2001 were effectively based on the higher $531 amount. Lump-sum compensation payments were made on the basis of an adjusted benefit rate for months prior to August 2001.

g. Must be receiving more than 50 percent of the cost of the care from Medicaid (Title XIX of the Social Security Act). CONTACT: (410) 965-0090 or [email protected].


2.C Other Programs: Medicare Table 2.C1—Medicare cost sharing and premium amounts, 1966–2016

a

Supplementary Medical Insurance (Medicare Parts B and D) Hospital Insurance (Medicare Part A) All expenses in "benefit period" covered except—

Effective date

b

Inpatient hospital deductible (IHD) covers first 60 days (dollars)

Inpatient hospital daily coinsurance Days 61 Lifetime through reserve days 90 (1/4 x after 90 IHD) days (1/2 x IHD) (dollars)

Part D f

Part B Monthly amount per enrollee (dollars) Government financing for—

Skilled nursing facility daily coinsurance for days 21 through 100 (1/8 x IHD) (dollars)

Monthly pre-

Annual deduct-

mium c (dollars)

ible d (dollars)

Coinsur- Premium e d ance (aged and (percent) disabled)

Aged

Disabled

ible g (dollars)

limit g (dollars)

old g (dollars)

Base beneficiary monthly premium h (dollars)

Annual Initial deduct- coverage

Out-ofpocket thresh-

1966 1967 1968 1969

40 40 40 44

10 10 10 11

... ... 20 22

... 5.00 5.00 5.50

... ... ... ...

50 50 i 50 50

20 20 i 20 20

3.00 3.00 j 4.00 4.00

3.00 3.00 j 4.00 4.00

... ... ... ...

... ... ... ...

... ... ... ...

... ... ... ...

... ... ... ...

1970 1971 1972 1973 1974

52 60 68 72 84

13 15 17 18 21

26 30 34 36 42

6.50 7.50 8.50 9.00 10.50

... ... ... 33 36

50 50 50 60 60

20 20 k 20 20 20

5.30 5.60 5.80 l 6.30 6.70

5.30 5.60 5.80 6.30 6.70

... ... ... 22.70 29.30

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1975 1976 1977 1978 1979

92 104 124 144 160

23 26 31 36 40

46 52 62 72 80

11.50 13.00 15.50 18.00 20.00

40 45 54 63 69

60 60 60 60 60

20 20 20 20 20

6.70 7.20 7.70 8.20 8.70

8.30 14.20 16.90 18.60 18.10

30.30 30.80 42.30 41.80 41.30

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1980 1981 1982 1983 1984

180 204 260 304 356

45 51 65 76 89

90 102 130 152 178

22.50 25.50 32.50 38.00 44.50

78 89 113 113 155

20 20 o 20 20 20

9.60 11.00 12.20 12.20 14.60

23.00 34.20 37.00 41.80 43.80

41.40 62.20 72.00 80.00 94.00

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1985 1986 1987 1988 1989

400 492 520 540 p 560

100 123 130 135 p

200 246 260 270 p

50.00 61.50 65.00 67.50 25.50

174 214 226 234 156

75 75 75 75 75

20 20 20 20 20

15.50 15.50 17.90 24.80 r 31.90

46.50 46.50 53.70 74.40 83.70

89.90 66.10 88.10 72.40 40.70

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1990 1991 1992 1993 1994

592 628 652 676 696

148 157 163 169 174

296 314 326 338 348

74.00 78.50 81.50 84.50 87.00

175 177 192 221 245

75 100 100 100 100

20 20 20 20 20

28.60 29.90 31.80 36.60 41.10

85.80 95.30 89.80 104.40 82.50

59.60 82.10 129.80 129.20 111.10

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1995 1996 1997 1998 1999

716 736 760 764 768

179 184 190 191 192

358 368 380 382 384

89.50 92.00 95.00 95.50 96.00

261 289 311 309 309

100 100 100 100 100

20 20 20 20 20

46.10 42.50 43.80 43.80 45.50

100.10 127.30 131.40 132.00 139.10

165.50 167.70 177.00 150.40 160.50

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

2000 2001 2002 2003 2004

776 792 812 840 876

194 198 203 210 219

388 396 406 420 438

97.00 99.00 101.50 105.00 109.50

301 300 319 316 343

100 100 100 100 100

20 20 20 20 20

45.50 50.00 54.00 58.70 66.60

138.30 152.00 164.60 178.70 199.80

196.70 214.40 192.20 223.30 284.40

... ... ... ... s

... ... ... ... s

... ... ... ... s

... ... ... ... s

q

60 60 o 75 75 75

m,n

n

(Continued)


2.C Other Programs: Medicare Table 2.C1—Medicare cost sharing and premium amounts, 1966–2016 a—Continued Supplementary Medical Insurance (Medicare Parts B and D) Hospital Insurance (Medicare Part A) All expenses in "benefit period" covered except—

Effective date

b

Inpatient hospital deductible (IHD) covers first 60 days (dollars)

Inpatient hospital daily coinsurance Days 61 Lifetime through reserve days 90 (1/4 x after 90 IHD) days (1/2 x IHD) (dollars)

Part D f

Part B Monthly amount per enrollee (dollars) Government financing for—

Skilled nursing facility daily coinsurance for days 21 through 100 (1/8 x IHD) (dollars)

Monthly premium c (dollars)

ible d (dollars)

Annual deduct-

Coinsur- Premium e d ance (aged and (percent) disabled)

2005 2006 2007 2008 2009

912 952 992 1,024 1,068

228 238 248 256 267

456 476 496 512 534

114.00 119.00 124.00 128.00 133.50

375 393 410 423 443

110 124 131 135 135

20 20 20 20 20

2010 2011 2012 2013 2014

1,100 1,132 1,156 1,184 1,216

275 283 289 296 304

550 566 578 592 608

137.50 141.50 144.50 148.00 152.00

461 450 451 441 426

155 162 140 147 147

20 20 20 20 20

2015 2016

1,260 1,288

315 322

630 644

157.50 161.00

407 411

147 166

20 20

z

Annual Initial deduct- coverage ible g limit g (dollars) (dollars)

old g (dollars)

Base beneficiary monthly premium h (dollars)

s 3,600 t 3,850 t 4,050 t 4,350

s 32.20 27.35 27.93 30.36

Out-ofpocket thresh-

Aged

Disabled

234.60 265.30 v 280.50 v 289.00 v 289.00

305.40 318.90 v 301.10 v 323.00 v 352.00

s 250 265 275 295

s 2,250 2,400 2,510 2,700

u,w

110.50 115.40 u 99.90 u 104.90 u 104.90

v

331.50 346.00 v 299.70 v 314.70 v 314.70

v

v

430.30 417.20 v 285.10 v 366.10 v 332.90 v

310 310 320 325 310

2,830 2,840 2,930 2,970 2,850

t

u,x

u

v

v

320 360

2,960 3,310

t

78.20 88.50 u 93.50 u 96.40 u 96.40

u,z

104.90 121.80

v

314.70 356.40

v

404.70 446.40

t

4,550 4,550 t 4,700 t 4,750 t 4,550 t

t

4,700 4,850

31.94 32.34 31.08 y 31.17 y 32.42 y y

y y

33.13 34.10

SOURCE: Centers for Medicare & Medicaid Services. NOTES: The structure of Medicare has become increasingly complex over the years. This table provides a summary of Medicare cost sharing and premium provisions. It should be used as an overview and general guide. It is not intended to explain fully all of the provisions or exclusions of the applicable Medicare laws, regulations, and rulings. Original sources of authority should be consulted for specific details. Values for certain 2016 premiums, copayments, and out-of-pocket thresholds not shown in the table are provided in footnotes as applicable. Corresponding values for prior years are available in previous editions of this table. . . . = not applicable. a. As of November 16, 2015. b. Deductible and coinsurance amounts begin in January unless otherwise noted. Monthly premium amounts took effect in July through 1983 and in January beginning in 1984. c. Standard premium rate for voluntary enrollment by certain aged and disabled individuals not otherwise entitled to Hospital Insurance (HI). (Most individuals aged 65 and older and many disabled individuals under age 65 are insured for HI benefits without payment of any premium.) Beginning in 1994, a reduced premium is available to premium-paying HI enrollees with at least 30 quarters of Medicare-covered employment (either their own or through a current or former spouse if the marriage meets certain duration criteria). In most cases, a surcharge applies for beneficiaries who enroll after their initial enrollment period. d. Most services under Part B are subject to the annual deductible and coinsurance percentages shown. Some noteworthy exceptions are footnoted; others include (1) laboratory tests paid under the clinical lab fee, home health agency services, and certain prescribed preventive care services, which are currently not subject to the deductible or coinsurance and for which the beneficiary pays nothing; (2) outpatient psychiatric services, for which the coinsurance was 50 percent through 2009 and phased down over the 5-year period 2010–2014 to its current level of 20 percent; and (3) most services reimbursed under the outpatient hospital prospective payment system, for which the coinsurance percentage varies by service but currently falls in the range of 20 percent to 50 percent. e. Represents standard premium for voluntary enrollment in Part B. This is the amount paid by most beneficiaries in most years (2010, 2011, and 2016 are notable exceptions). Three factors can alter the premium paid by a beneficiary: enrollment after the initial enrollment period, for which a surcharge may apply; adjustments for beneficiaries whose income is above certain thresholds; and a "hold-harmless" provision that prohibits Part B premium increases that exceed the dollar amount of a beneficiary's Social Security cost-of-living adjustment. See also footnotes u, w, x, and z. f. Enrollment in Part D is voluntary. Substantial premium and cost-sharing subsidies and waivers are available for Part D beneficiaries who meet certain low-income and limited-resources criteria. Subsidy levels vary. g. Under the standard Part D benefit design, beneficiaries pay an initial deductible and 25 percent of the remaining costs until reaching the initial coverage limit. Between the initial coverage limit and the out-of-pocket threshold is a "coverage gap." However, provisions have been enacted that lower out-of-pocket costs in the coverage gap gradually between 2010 and 2020. In 2016, beneficiaries in the coverage gap (excluding low-income enrollees eligible for cost-sharing subsidies) will receive a 50-percent manufacturer discount and a 5-percent drug plan benefit on applicable brand-name prescription drugs and a 42-percent drug plan benefit on covered generic drugs. (See previous editions of this table for coverage gap reductions in 2010–2015.) In determining out-of-pocket costs, costs reimbursed through insurance are not counted toward the out-of-pocket threshold, except for cost-sharing assistance provided to low-income enrollees by Part D and State Pharmacy Assistance programs and, starting in 2011, the 50-percent manufacturer discount on applicable brand-name drugs purchased by enrollees in the Part D coverage gap. For costs incurred after the out-of-pocket threshold is reached, "catastrophic coverage" requires enrollees to pay the greater of a 5-percent coinsurance or a small copayment (for 2016, $2.95 for generic or preferred multi-source drugs and $7.40 for other drugs). Many Part D plans differ from this standard coverage design; in fact, the majority of beneficiaries are enrolled in plans with low or no deductibles, flat payments for covered drugs, and, in some cases, additional partial coverage in the coverage gap. (Continued)


2.C Other Programs: Medicare Table 2.C1—Medicare cost sharing and premium amounts, 1966–2016 a—Continued h. The Part D premiums paid by individual beneficiaries equal the base beneficiary premium adjusted by a number of factors. Premiums vary significantly from one plan to another and seldom equal the base beneficiary premium. The estimated average monthly premium for 2016, as calculated prior to the start of the year (based on the bids submitted by Part D plans, the specific plan-by-plan premiums, and the estimated number of beneficiaries in each plan) is $32.50. This estimate does not include three factors that can alter the premium paid by the beneficiary: enrollment after the initial enrollment period, for which a surcharge may apply; additional premium amounts for beneficiaries with income above certain thresholds; and reductions in premiums for beneficiaries meeting certain low-income and limitedresources requirements. i.

Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, beginning in April 1968.

j.

Beginning in April 1968.

k. Home health services not subject to coinsurance, beginning in January 1973. l.

Standard monthly premiums for July and August 1973 were reduced to $5.80 and $6.10, respectively, by the Cost of Living Council.

m. Home health services not subject to deductible, beginning July 1, 1981. n. Professional inpatient services of pathologists and radiologists not subject to deductible or coinsurance, but only when physician accepts assignment. o. Effective October 1, 1982, professional inpatient services of pathologists and radiologists are subject to deductible and coinsurance. p. The 1989 deductible was applied on an annual basis rather than a benefit-period basis. Once the beneficiary paid the deductible, Medicare paid the balance of expenses for covered hospital services, regardless of the number of days of hospitalization (except for psychiatric hospital care, which was still limited to 190 days). q. In 1989 the coinsurance amount was equal to 20 percent of the estimated national average daily cost of covered skilled nursing facility care, the beneficiary paid the coinsurance amount for the first 8 days of care during the year, and benefits were available for up to 150 days of care during the year. r. Includes the standard monthly Part B premium and a supplemental monthly flat premium under the Medicare Catastrophic Coverage Act of 1988. Persons enrolled in Part B only and residents of Puerto Rico and other territories and commonwealths paid lower supplemental flat premiums. s. A temporary Medicare-endorsed prescription drug discount card program was offered. See the Medicare section of "Program Descriptions and Legislative History" (page 54 in this Supplement). t. Under the defined standard benefit design, the out-of-pocket threshold of $4,850 for 2016 is equivalent to an estimated $7,515.22 in total covered drug costs for enrollees not eligible for low-income cost-sharing subsidies. (This estimated amount is based on an average blend of brand-name and generic drugs used while in the Part D coverage gap. In determining out-of-pocket costs, the dollar value of the 50-percent manufacturer discount on applicable brand-name drugs is included, even though the beneficiary does not pay it. The dollar values of the 42-percent drug plan benefit on covered generic drugs and the 5-percent drug plan benefit on applicable brand-name drugs do not count toward out-of-pocket spending.) For enrollees eligible for low-income cost-sharing subsidies, the 2016 out-of-pocket threshold is equivalent to $7,062.50 in total covered drug costs. See previous editions of this table for prior years' equivalent total covered drug costs. u. See footnote e. The 2016 Part B income-related monthly adjustment amounts and total monthly premium amounts to be paid by beneficiaries, according to income level and filing status, are shown in the Medicare section of "Program Descriptions and Legislative History" (page 41 in this Supplement). See previous editions of the Supplement for prior years' adjustment and premium amounts. v. For beneficiaries paying an income-related adjustment, the government amounts are to be reduced accordingly. See also footnotes e and u. w. Most Part B enrollees are protected by a "hold-harmless" provision prohibiting Part B premium increases that exceed the dollar amount of an individual's Social Security cost-of-living adjustment (COLA). Because the 2010 COLA equaled 0 percent, about 73 percent of Part B enrollees continued to pay the 2009 premium amount in 2010. x. See footnote w. Because the 2011 COLA again equaled 0 percent, most Part B enrollees continued to pay the same premium amount they paid in 2010. y. See footnote g. The 2016 Part D income-related monthly adjustment amounts to be paid by beneficiaries, according to income level and filing status, are shown in the Medicare section of "Program Descriptions and Legislative History" (page 42 in this Supplement). See previous editions of the Supplement for prior years' adjustment amounts. z. See footnote w. Because the 2016 COLA equals 0 percent, about 70 percent of enrollees continue to pay the 2015 premium amount in 2016. The Bipartisan Budget Act (BBA) of 2015 specifies that the 2016 actuarial rate for enrollees aged 65 or older be determined as if the hold-harmless provision did not apply, thereby yielding a lower 2016 Part B standard premium rate (and deductible) than would otherwise have been the case. The BBA also mandates that the revenue lost because of the lower premium rate (excluding forgone income-related premium revenue) is to be replaced by a transfer from the General Fund of the Treasury to the Part B account of the SMI trust fund, which will be repaid over time using a $3.00 fee added to the monthly premium payment. The $3.00 fee does not affect government financing amounts. CONTACT: John Shatto (410) 786-0706 or [email protected].


2.C Other Programs: Medicaid Table 2.C2—Federal medical assistance percentage and enhanced federal medical assistance percentage, by state or other area, fiscal years 2014–2016 Federal medical assistance percentage

a

Enhanced federal medical assistance percentage

b

2014

2015

2016

2014

2015

2016

Alabama Alaska Arizona Arkansas California

68.12 50.00 67.23 70.10 50.00

68.99 50.00 68.46 70.88 50.00

69.87 50.00 68.92 70.00 50.00

77.68 65.00 77.06 79.07 65.00

78.29 65.00 77.92 79.62 65.00

78.91 65.00 78.24 79.00 65.00

Colorado Connecticut Delaware District of Columbia c Florida

50.00 50.00 55.31 70.00 58.79

51.01 50.00 53.63 70.00 59.72

50.72 50.00 54.83 70.00 60.67

65.00 65.00 68.72 79.00 71.15

65.71 65.00 67.54 79.00 71.80

65.50 65.00 68.38 79.00 72.47

Georgia Hawaii Idaho Illinois Indiana

65.93 51.85 71.64 50.00 66.92

66.94 52.23 71.75 50.76 66.52

67.55 53.98 71.24 50.89 66.60

76.15 66.30 80.15 65.00 76.84

76.86 66.56 80.23 65.53 76.56

77.29 67.79 79.87 65.62 76.62

Iowa Kansas Kentucky Louisiana Maine

57.93 56.91 69.83 60.98 61.55

55.54 56.63 69.94 62.05 61.88

54.91 55.96 70.32 62.21 62.67

70.55 69.84 78.88 72.69 73.09

68.88 69.64 78.96 73.44 73.32

68.44 69.17 79.22 73.55 73.87

Maryland Massachusetts Michigan Minnesota Mississippi

50.00 50.00 66.32 50.00 73.05

50.00 50.00 65.54 50.00 73.58

50.00 50.00 65.60 50.00 74.17

65.00 65.00 76.42 65.00 81.14

65.00 65.00 75.88 65.00 81.51

65.00 65.00 75.92 65.00 81.92

Missouri Montana Nebraska Nevada New Hampshire

62.03 66.33 54.74 63.10 50.00

63.45 65.90 53.27 64.36 50.00

63.28 65.24 51.16 64.93 50.00

73.42 76.43 68.32 74.17 65.00

74.42 76.13 67.29 75.05 65.00

74.30 75.67 65.81 75.45 65.00

New Jersey New Mexico New York North Carolina North Dakota

50.00 69.20 50.00 65.78 50.00

50.00 69.65 50.00 65.88 50.00

50.00 70.37 50.00 66.24 50.00

65.00 78.44 65.00 76.05 65.00

65.00 78.76 65.00 76.12 65.00

65.00 79.26 65.00 76.37 65.00

Ohio Oklahoma Oregon Pennsylvania Rhode Island

63.02 64.02 63.14 53.52 50.11

62.64 62.30 64.06 51.82 50.00

62.47 60.99 64.38 52.01 50.42

74.11 74.81 74.20 67.46 65.08

73.85 73.61 74.84 66.27 65.00

73.73 72.69 75.07 66.41 65.29

South Carolina South Dakota Tennessee Texas Utah

70.57 53.54 65.29 58.69 70.34

70.64 51.64 64.99 58.05 70.56

71.08 51.61 65.05 57.13 70.24

79.40 67.48 75.70 71.08 79.24

79.45 66.15 75.49 70.64 79.39

79.76 66.13 75.54 69.99 79.17

Vermont Virginia Washington West Virginia Wisconsin Wyoming

55.11 50.00 50.00 71.09 59.06 50.00

54.01 50.00 50.03 71.35 58.27 50.00

53.90 50.00 50.00 71.42 58.23 50.00

68.58 65.00 65.00 79.76 71.34 65.00

67.81 65.00 65.02 79.95 70.79 65.00

67.73 65.00 65.00 79.99 70.76 65.00

State or area

(Continued)


2.C Other Programs: Medicaid Table 2.C2—Federal medical assistance percentage and enhanced federal medical assistance percentage, by state or other area, fiscal years 2014–2016—Continued Federal medical assistance percentage State or area Outlying areas d American Samoa d Guam d Northern Mariana Islands d Puerto Rico d U.S. Virgin Islands

a

Enhanced federal medical assistance percentage

b

2014

2015

2016

2014

2015

2016

55.00 55.00 55.00 55.00 55.00

55.00 55.00 55.00 55.00 55.00

55.00 55.00 55.00 55.00 55.00

68.50 68.50 68.50 68.50 68.50

68.50 68.50 68.50 68.50 68.50

68.50 68.50 68.50 68.50 68.50

SOURCE: Department of Health and Human Services, Office of the Assistant Secretary for Planning and Evaluation. a. Section 1905(b) of the Social Security Act (the Act) specifies the method to be used to compute the federal medical assistance percentage. From this section the following formula is derived: N = 3-year average national per capita personal income; S = 3-year average state per capita personal income. Federal medical 2 2 2 2 assistance percentage: State share = (S /N ) x 45 or (45/N ) x S ; Federal share = 100 – state share with 50–83 percent limits. b. This is the Title XXI enhanced federal medical assistance percentage rate specified in section 2105(b) of the Act. The enhanced federal medical assistance percentage cannot exceed 85 percent. c. The values for the District of Columbia (DC) in the table were set for the state plan under titles XIX and XXI and for capitation payments and Disproportionate Share Hospital (DSH) allotments under those titles. For other purposes, including programs remaining in Title IV of the Act, the percentage for DC is 50.00, unless otherwise specified by law. d. For purposes of section 1118 of the Social Security Act, the federal medical assistance percentage used under titles I, X, XIV, and XVI, and part A of title IV will be 75 percent. CONTACT: Thomas Musco (202) 690-6870 or [email protected].


2.F SSA Administrative Data: Offices and Staff Table 2.F1—Number of SSA offices, 2014 Number

Office

1

Headquarters (Baltimore, Maryland) Regional offices

a

10

Area Offices

52 b

Field offices Level 1 Level 2 Resident stations c Social Security Card Centers

1,245 639 560 32 14

Teleservice centers

27

Program service centers d Data operations center

6

e

1

Office of Disability Adjudication and Review Headquarters (Falls Church, Virginia) Regional offices Hearing offices Satellite offices f National hearing centers f National case assistance centers Permanent remote sites

1 10 162 5 5 5 171

SOURCES: Social Security Administration, Office of Public Service and Operations Support's database and Office of Disability Adjudication and Review's Case Control System. a. Regional offices are located in Boston, Massachusetts; New York, New York; Philadelphia, Pennsylvania; Atlanta, Georgia; Chicago, Illinois; Dallas, Texas; Kansas City, Missouri; Denver, Colorado; San Francisco, California; and Seattle, Washington. b. Field offices are designated as level 1, level 2, or resident stations depending on the characteristics of the facility, service area, and other conditions. c. Social Security Card Centers are located in Queens, New York; Brooklyn, New York; Bronx, New York; Manhattan, New York; Philadelphia, Pennsylvania; Orlando, Florida; Minneapolis, Minnesota; North Phoenix, Arizona; Downtown Phoenix, Arizona; Las Vegas, Nevada; El Cajon, California; San Diego, California; National City, California; and Sacramento, California. d. Program service centers are located in Jamaica, New York; Philadelphia, Pennsylvania; Birmingham, Alabama; Chicago, Illinois; Kansas City, Missouri; and Richmond, California. e. The data operations center is located in Wilkes-Barre, Pennsylvania. f.

The National centers are part of the Social Security Administration's strategy to address the historic hearings backlogs and reduce case processing time by increasing adjudicatory capacity and efficiency with a focus on the electronic hearing process.

CONTACT: Kristy Brumfield for SSA data (410) 966-9785 and Harriette Q. Perry for Office of Disability Adjudication and Review data (703) 605-8010 or [email protected].


2.F SSA Administrative Data: Offices and Staff Table 2.F2—Number of SSA employees and percentage with selected characteristics by grade, September 30, 2014 Characteristic

All grade levels

GS 1–4

GS 5–8

GS 9–12

GS 13–15

SES

33,923

10,538

147

Number Total

a

b

64,838

343

18,151 Percentage of total

Women

66.5

59.8

69.0

70.4

56.3

42.9

Minorities Black Hispanic Asian/Pacific Islander American Indian/Alaska Native

51.7 28.9 14.9 6.3 1.3

60.9 33.8 16.3 9.6 0.3

60.7 36.9 16.6 5.4 1.3

52.6 27.4 16.6 6.9 1.4

38.4 22.6 8.1 6.4 1.1

35.8 23.1 6.8 4.1 1.4

2.0

10.5

3.6

1.5

0.9

0.7

Employees with targeted disabilities

SOURCE: Social Security Administration's Human Resources Management Information System. NOTES: Totals do not necessarily equal the sum of rounded components. GS = General Schedule; SES = Senior Executive Service. a. Includes all full-time and part-time permanent employees. b. Includes 1,736 permanent agency employees in the 7 pay plans that are not part of the GS or SES classifications. CONTACT: Milton C. McGaskey (410) 965-0739 or [email protected].


2.F SSA Administrative Data: Offices and Staff Table 2.F3—Number of work years, fiscal years 1995–2015 Year

Full-time permanent staff

a

Total work years

b

1995 1996 1997 1998 1999

62,504 62,133 61,224 59,943 59,752

67,063 66,726 69,378 67,210 66,459

2000 2001 2002 2003 2004

60,434 61,490 61,914 63,569 63,186

65,521 65,562 65,742 65,343 c 66,154

2005 2006 2007 2008 2009

63,696 61,692 60,206 61,920 65,203

d

2010 2011 2012 2013 2014 2015

67,548 64,744 62,943 59,823 62,956 63,466

68,026 66,878 63,939 64,358 67,170 70,758 69,936 67,208 64,601 64,006 67,004

SOURCE: Social Security Administration's Payroll Reports. a. On duty at end of fiscal year; includes seasonal employees. b. Includes full-time, part-time, and temporary employees; employees in special programs; and overtime hours worked. c. Includes 178 work years for activities related to Medicare Modernization Act. d. Includes 1,962 work years for Medicare Modernization Act. CONTACT: (410) 965-0090 or [email protected].


2.F SSA Administrative Data: Claims Workloads Table 2.F4—Number of Old-Age and Survivors Insurance claims, fiscal year 2014 (in thousands) Workload

Total

Worker

Family members and survivors

Received

4,990.3

3,392.4

1,597.9

5,023.5

3,402.3

1,621.2

Processed

a

SOURCE: Social Security Administration, Office of Systems, Integrated Work Measurement System. NOTE: Totals do not necessarily equal the sum of rounded components. a. See Table 6.A1 for data on number of awards. CONTACT: (410) 965-0090 or [email protected].

Table 2.F5—Number of Disability Insurance claims, fiscal year 2014 (in thousands) Workload

Total

Worker

Family members and survivors

Received

2,954.3

2,730.4

223.8

3,054.9

2,825.9

229.0

Processed

a

SOURCE: Social Security Administration, Office of Systems, Integrated Work Measurement System. a. See Table 6.A1 for data on number of awards. CONTACT: (410) 965-0090 or [email protected].

Table 2.F6—Number of Supplemental Security Income claims, fiscal year 2014 (in thousands) Workload

Total

Aged

Blind or disabled

Received

2,352.8

215.3

2,137.5

2,395.5

213.8

2,181.7

Processed

a

SOURCE: Social Security Administration, Office of Systems, Integrated Work Measurement System. a. See Table 7.A8 for data on number of awards. CONTACT: (410) 965-0090 or [email protected].


2.F SSA Administrative Data: Service Delivery Table 2.F7—Accuracy rates and use of 800 telephone number, fiscal years 2007–2014 Item

2007

2008

2009

2010

2011

2012

2013

2014

Accuracy rates (percent) OASI payments Payment review/stewardship results Excess payments Underpayments

99.9 99.9

99.8 99.9

99.8 99.9

99.7 99.9

99.9 99.9

99.9 99.9

99.8 99.9

99.5 99.9

SSI payments Payment review/stewardship results Excess payments Underpayments

90.9 98.5

89.7 98.3

91.6 98.4

93.3 97.6

92.7 98.2

93.7 98.2

92.4 98.3

93.0 98.5

Disability Insurance benefits a Initial claims Allowances Denials

93.8 96.5 92.3

94.4 97.7 92.5

94.9 98.0 93.0

96.8 98.6 95.9

95.5 98.5 94.0

96.3 98.2 95.4

96.0 97.6 95.2

95.8 97.8 94.9

Reconsideration of denials Reversals Affirmations

91.9 97.5 91.0

92.1 97.8 91.2

94.3 97.9 93.7

95.9 98.3 95.6

95.3 97.9 94.9

95.1 98.4 94.6

95.3 97.3 95.0

94.7 97.0 94.4

National 800 number network (1-800-772-1213) Network calls received (millions) Average wait for live agent service (minutes)

b

79.9

82.6

85.8

82.2

76.8

79.0

84.7

81.0

4.2

5.4

4.1

3.4

3.0

4.9

10.3

22.1

SOURCES: Social Security Administration, Office of Quality Performance and Office of Central Operations, Office of Telephone Services. a. Represents cases free of decisional and documentation errors. b. Data for 2007 may not match those in previous editions of this table because of the introduction in 2008 of new measurements of call volume and processing time. CONTACT: Shane Rossman (410) 965-1692, Roy Harper (410) 966-5997, or [email protected].


2.F SSA Administrative Data: Hearings and Appeals Table 2.F8—Workload of SSA's Administrative Law Judges (ALJs), fiscal years 2011–2014 Item Number of ALJs Average monthly hearing dispositions per ALJ

a

Average hearings pending per ALJ

2011

2012

2013

2014

1,230

1,301

1,356

1,311

50

50

48

43

523

533

577

688

SOURCES: Social Security Administration, Office of Disability Adjudication and Review. Actual data from the Key Workload Indicator Report. NOTE: Number of ALJs and average monthly hearing dispositions per ALJ based on fiscal year average ALJ availability; average hearings pending per ALJ based on ALJs on duty. Data exclude Regional Chief ALJs. a. Calculation excludes Attorney Adjudicator decisions. CONTACT: Chuck Gramens (703) 605-8413 or [email protected].


2.F SSA Administrative Data: Hearings and Appeals Table 2.F9—Number of hearing level receipts, dispositions, and end-of-year pending cases, fiscal years 2012–2014 Hearing level receipts Program Total OASI Disability DI SSI DI and SSI

Hearing level dispositions

End-of-year pending cases

2012

2013

2014

2012

2013

2014

2012

2013

2014

849,869

824,989

810,715

820,484

793,580

680,963

816,575

847,984

977,736

1,902

1,973

2,018

1,886

1,839

1,818

1,138

1,268

1,471

265,454 247,341 335,172

264,625 239,355 319,036

275,384 229,830 303,483

252,820 234,688 331,090

245,018 230,345 316,378

211,270 200,983 266,892

241,578 246,177 327,682

260,441 254,969 331,306

323,749 283,589 368,927

SOURCES: Social Security Administration, Office of Disability Adjudication and Review. Actual data from the Case Processing and Management System and Key Workload Indicator Report. NOTE: Some claims are resclassifed from one program to another during their processing cycle. End-of-year adjustments account for those reclassifications. CONTACT: Chuck Gramens (703) 605-8413 or [email protected].


2.F SSA Administrative Data: Hearings and Appeals Table 2.F11—Number of SSA Appeals Council cases, fiscal years 2011–2014 2012

2013

2014

153,242

161,070

157,311

173,332

173,848

172,492

155,352

Dispositions

126,992

166,020

176,251

162,280

End-of-year pending

153,004

161,070

157,311

150,383

Cases

2011

Beginning-of-year pending

106,664

Receipts

a

SOURCES: Social Security Administration, Office of Disability Adjudication and Review. Actual data from the Appeals Review Processing System and Key Workload Indicator Report. a. Because of calendar variations and agency budgeting and accounting rules, one week occasionally falls between the end of one fiscal year and the beginning of the next. In September 2011, that week saw 2,159 receipts and 1,921 dispositions, thus adding 238 cases to the total pending at the end of fiscal year 2011. CONTACT: Chuck Gramens (703) 605-8413 or [email protected].


Section 3

Social Welfare and the Economy Employment and Earnings

3.1

Interprogram Data

3.3

Poverty 3.13

3.B Employment and Earnings Table 3.B3—Federal minimum wage rates under the Fair Labor Standards Act of 1938 and average hourly earnings and average weekly hours for production workers in manufacturing, selected years 1938–2015 Production workers in manufacturing d

Minimum hourly wage for workers in jobs first covered by— a

b

1966 and subsequent amendments

c

Nonfarm (dollars)

Farm (dollars)

Average gross hourly earnings (dollars)

Average weekly hours

... ... ...

... ... ...

... ... ...

0.62 0.63 1.02

35.6 37.7 43.5

0.75

...

...

...

1.44

40.5

1.00

...

...

...

1.95

40.4

September 3 1961 1963 1964 1965

1.15 1.25 1.25 1.25

1.00 1.00 1.15 1.25

... ... ... ...

... ... ... ...

2.32 2.46 2.53 2.61

39.8 40.5 40.7 41.2

February 1 1967 1968 1969 1970 1971

1.40 1.60 1.60 1.60 1.60

1.40 1.60 1.60 1.60 1.60

1.00 1.15 1.30 1.45 1.60

1.00 1.15 1.30 1.30 1.30

2.83 3.01 3.19 3.36 3.57

40.6 40.7 40.6 39.8 39.9

May 1, 1974

2.00

2.00

1.90

1.60

4.42

40.0

January 1 1975 1976 1977 1978 1979

2.10 2.30 2.30 2.65 2.90

2.10 2.30 2.30 2.65 2.90

2.00 2.20 2.30 2.65 2.90

1.80 2.00 2.20 2.65 2.90

4.83 5.22 5.68 6.17 6.70

39.5 40.1 40.3 40.4 40.2

1980 1981 1982 1983 1984

3.10 3.35 3.35 3.35 3.35

3.10 3.35 3.35 3.35 3.35

3.10 3.35 3.35 3.35 3.35

3.10 3.35 3.35 3.35 3.35

7.27 7.99 8.49 8.83 9.19

39.7 39.8 38.9 40.1 40.7

1985 1986 1987 1988 1989

3.35 3.35 3.35 3.35 3.35

3.35 3.35 3.35 3.35 3.35

3.35 3.35 3.35 3.35 3.35

3.35 3.35 3.35 3.35 3.35

9.54 9.73 9.91 10.19 10.48

40.5 40.7 41.0 41.1 41.0

3.80 4.25 4.25 4.25 4.25 4.25

3.80 4.25 4.25 4.25 4.25 4.25

3.80 4.25 4.25 4.25 4.25 4.25

3.80 4.25 4.25 4.25 4.25 4.25

10.83 11.18 11.46 11.74 12.07 12.37

40.8 40.7 41.0 41.4 42.0 41.6

4.75

4.75

4.75

4.75

12.77

41.6

5.15

5.15

5.15

5.15

13.17

1938 act (dollars)

1961 amendments (dollars)

October 24 1938 1939 1945

0.25 0.30 0.40

January 25, 1950 March 1, 1956

Effective date

April 1 1990 e 1991 e 1992 e 1993 e 1994 1995 October 1, 1996

e

September 1, 1997

e

42.0 (Continued)


3.B Employment and Earnings Table 3.B3—Federal minimum wage rates under the Fair Labor Standards Act of 1938 and average hourly earnings and average weekly hours for production workers in manufacturing, selected years 1938–2015—Continued Production workers in manufacturing d

Minimum hourly wage for workers in jobs first covered by— a

b

1938 act (dollars)

1961 amendments (dollars)

5.15 5.15

2000 2001 e 2002 e 2003 e 2004 e

e

1966 and subsequent amendments

c

Nonfarm (dollars)

Farm (dollars)

Average gross hourly earnings (dollars)

Average weekly hours

5.15 5.15

5.15 5.15

5.15 5.15

13.45 13.85

41.4 41.4

5.15 5.15 5.15 5.15 5.15

5.15 5.15 5.15 5.15 5.15

5.15 5.15 5.15 5.15 5.15

5.15 5.15 5.15 5.15 5.15

14.32 14.76 15.29 15.74 16.14

41.3 40.3 40.5 40.4 40.8

e

5.15 5.15 5.85 6.55 7.25

5.15 5.15 5.85 6.55 7.25

5.15 5.15 5.85 6.55 7.25

5.15 5.15 5.85 6.55 7.25

16.56 16.81 17.26 17.75 18.24

40.7 41.1 41.2 40.8 39.8

e

7.25 7.25 7.25 7.25 7.25 7.25

7.25 7.25 7.25 7.25 7.25 7.25

7.25 7.25 7.25 7.25 7.25 7.25

7.25 7.25 7.25 7.25 7.25 7.25

18.61 18.93 i 19.08 i 19.30 19.56 --

41.1 41.4 i 41.7 i 41.8 42.0 --

Effective date January 1 1998 e 1999 e

2005 e 2006 e,f 2007 e,g 2008 e,h 2009 2010 e 2011 e 2012 e 2013 e 2014 e 2015

i

SOURCE: Department of Labor, Bureau of Labor Statistics. NOTE: . . . = not applicable; -- = not available. a. The 1938 act was applicable generally to employees engaged in interstate commerce or in the production of goods for interstate commerce. b. The 1961 amendments extended coverage primarily to employees in large retail and service trades as well as local transit, construction, and gasoline service station employees. c. The 1966 amendments extended coverage to state and local government employees of hospitals, nursing homes, and schools, and to employees of laundries, dry cleaners, large hotels and motels, restaurants, and farms. Subsequent amendments extended coverage to the remaining federal, state, and local employees not protected in 1966, to certain workers in retail and service trades previously exempted, and to certain domestic workers in private household employment. d. For year in which minimum wage rate changes were effective. e. A training wage may be paid for a period of 90 days to an employee who has not attained age 20. The training wage was $3.35 per hour effective April 1, 1990, and $3.61 per hour effective April 1, 1991, through March 31, 1993. Effective October 1, 1996, the training wage is $4.25 per hour. f. Effective July 24, 2007. g. Effective July 24, 2008. h. Effective July 24, 2009. i. Revised. CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C3—Contributions to the Social Security and Medicare trust funds, by program and source, 2005–2014 (in millions of dollars) Program and source

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

Social Security trust funds Old-Age and Survivors Insurance a Employer Employee Self-employed General fund reimbursement Taxation of benefits a

Disability Insurance Employer Employee Self-employed General fund reimbursement Taxation of benefits

520,706 241,018 239,163 26,682 b 13,843

550,415 253,705 251,813 29,269 b 15,628

578,069 265,753 263,856 31,269 b 17,192

590,122 272,060 269,956 32,540 b 15,566

590,322 269,586 267,440 33,366 b 19,930

569,018 257,245 257,893 29,635 2,155 22,090

592,314 271,395 184,227 26,728 87,753 22,211

628,302 285,328 191,028 27,538 97,735 26,675

645,678 294,995 292,241 33,578 4,169 20,694

674,584 305,279 302,850 38,104 395 27,957

87,150 40,929 40,614 4,534 b 1,073

92,038 43,081 42,760 4,967 b 1,230

96,636 45,127 44,804 5,312 b 1,393

98,879 46,199 45,841 5,526 b 1,313

98,820 45,783 45,418 5,664 b 1,955

94,728 43,684 43,794 5,034 366 1,852

98,389 46,086 31,259 4,537 14,927 1,581

102,744 48,451 32,487 4,677 16,546 583

106,523 50,095 49,603 5,704 729 391

111,488 51,840 51,427 6,470 71 1,680

182,565 80,159 80,159 11,065 2,416 8,765

194,238 84,417 84,417 12,439 2,645 10,319

205,289 89,093 89,093 13,669 2,841 10,593

213,364 91,981 91,981 14,732 2,938 11,733

206,173 88,242 88,242 14,405 2,908 12,376

199,102 84,397 84,397 13,238 3,310 13,760

214,003 91,381 91,381 12,830 3,267 15,143

227,814 95,618 95,618 14,494 3,441 18,643

238,544 102,318 102,318 16,182 3,417 14,310

248,762 104,720 104,720 18,006 3,251 18,066

37,535 31,722 5,813

42,853 36,346 6,507

46,773 39,676 7,096

50,232 42,335 7,897

56,040 47,433 8,606

51,986 43,168 8,818

57,514 47,646 9,868

58,024 48,495 9,529

63,085 52,814 10,270

65,644 55,164 10,479

Medicare trust funds a

Hospital Insurance Employer Employee Self-employed Voluntarily enrolled c Taxation of benefits Supplementary Medical Insurance a,d Aged Disabled SOURCE: Department of the Treasury.

NOTE: Totals do not necessarily equal the sum of rounded components. a. Employment taxes depend on tax rates and, for the Old-Age and Survivors Insurance and Disability Insurance Trust Funds, wage bases (because of taxable maximums). The taxable maximum for Medicare Hospital Insurance was eliminated in 1994. Employer and employee contributions differ by estimated amounts of employee tax overpayments and by employee tax on tips. b. Between -$500,000 and $500,000. c. Beginning in July 1973, aged ineligibles may voluntarily enroll for HI. d. Includes premiums paid on behalf of eligibles by state governments under "buy-in" arrangements. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


3.C Interprogram Data Table 3.C4—Average monthly amount of Social Security and Supplemental Security Income, December 1950–2014 (in current and 2014 dollars) Average monthly Social Security benefit in current-payment status Retired workers

Average monthly Supplemental Security Income amount for—

Widowed mother or father and 2 children

Aged recipients

a

Consumer

Year

Current dollars

2014 dollars

Current dollars

2014 dollars

Current dollars

2014 dollars

Price Index b

1950 1951 1952 1953 1954

43.86 42.14 49.25 51.10 59.14

411.93 373.38 433.10 446.03 520.08

93.90 93.80 106.00 111.90 130.50

881.91 831.10 932.16 976.73 1,147.62

43.05 44.55 48.80 48.90 48.70

404.33 394.73 429.15 426.83 428.27

25.0 26.5 26.7 26.9 26.7

1955 1956 1957 1958 1959

61.90 63.09 64.58 66.35 72.78

542.32 536.72 533.92 539.07 581.25

135.40 141.00 146.30 151.70 170.70

1,186.27 1,199.52 1,209.55 1,232.50 1,363.28

50.05 53.25 55.50 56.95 56.70

438.50 453.01 458.85 462.69 452.83

26.8 27.6 28.4 28.9 29.4

1960 1961 1962 1963 1964

74.04 75.65 76.19 76.88 77.57

583.38 592.09 588.47 584.19 583.76

188.00 189.30 190.70 192.50 193.40

1,481.29 1,481.59 1,472.91 1,462.75 1,455.46

58.90 57.60 61.55 62.80 63.65

464.08 450.82 475.39 477.20 479.01

29.8 30.0 30.4 30.9 31.2

1965 1966 1967 1968 1969

83.92 84.35 85.37 98.86 100.40

619.64 601.99 591.29 653.87 625.30

219.80 221.90 224.40 257.10 255.80

1,622.93 1,583.65 1,554.25 1,700.48 1,593.15

63.10 68.05 70.15 69.55 73.90

465.91 485.66 485.88 460.01 460.26

31.8 32.9 33.9 35.5 37.7

1970 1971 1972 1973 1974

118.10 132.17 162.35 166.42 188.21

696.73 755.07 896.94 845.79 851.48

291.10 320.00 383.10 391.00 438.40

1,717.34 1,828.13 2,116.51 1,987.16 1,983.36

77.65 77.50 79.95 76.15 91.06

458.10 442.75 441.70 387.01 411.96

39.8 41.1 42.5 46.2 51.9

1975 1976 1977 1978 1979

207.18 224.86 243.00 263.20 294.30

876.50 907.17 918.78 912.84 900.93

468.60 503.40 546.60 591.90 655.00

1,982.47 2,030.90 2,066.69 2,052.85 2,005.14

90.93 94.37 96.62 100.43 122.67

384.69 380.72 365.32 348.32 375.53

55.5 58.2 62.1 67.7 76.7

1980 1981 1982 1983 1984

341.40 385.97 419.30 440.77 460.57

928.86 964.10 1,008.73 1,021.65 1,026.99

759.20 858.00 885.50 923.00 948.30

2,065.59 2,143.17 2,130.28 2,139.39 2,114.54

128.20 137.81 145.69 157.89 157.88

348.80 344.23 350.49 365.97 352.04

86.3 94.0 97.6 101.3 105.3

1985 1986 1987 1988 1989

478.62 488.44 512.65 536.77 566.85

1,028.18 1,037.88 1,043.07 1,045.92 1,055.48

981.50 994.00 1,032.30 1,070.40 1,120.04

2,108.47 2,112.14 2,100.38 2,085.73 2,085.53

164.26 173.66 180.64 188.23 198.81

352.87 369.01 367.54 366.78 370.19

109.3 110.5 115.4 120.5 126.1

1990 1991 1992 1993 1994

602.56 629.32 652.64 674.06 697.34

1,057.41 1,071.53 1,079.91 1,085.52 1,093.76

1,177.70 1,216.76 1,252.40 1,282.60 1,328.40

2,066.70 2,071.76 2,072.33 2,065.53 2,083.56

212.66 221.30 227.39 236.52 242.54

373.19 376.80 376.26 380.90 380.42

133.8 137.9 141.9 145.8 149.7

1995 1996 1997 1998 1999

719.80 744.96 774.84 779.69 804.30

1,101.04 1,102.88 1,127.91 1,116.97 1,122.10

1,365.50 1,450.60 1,502.60 1,537.70 1,590.40

2,088.73 2,147.55 2,187.29 2,202.88 2,218.81

250.65 260.75 268.46 277.45 289.19

383.40 386.03 390.79 397.47 403.46

153.5 158.6 161.3 163.9 168.3 (Continued)


3.C Interprogram Data Table 3.C4—Average monthly amount of Social Security and Supplemental Security Income, December 1950–2014 (in current and 2014 dollars)—Continued Average monthly Social Security benefit in current-payment status Retired workers

Average monthly Supplemental Security Income amount for—

Widowed mother or father and 2 children

Aged recipients

a

Consumer

Year

Current dollars

2014 dollars

Current dollars

2014 dollars

Current dollars

2014 dollars

Price Index b

2000 2001 2002 2003 2004

844.48 874.44 895.00 922.08 954.89

1,139.56 1,161.96 1,161.67 1,174.74 1,178.18

1,675.40 1,755.10 1,812.10 1,880.97 1,952.80

2,260.83 2,332.19 2,352.02 2,396.37 2,409.45

299.69 314.22 330.04 342.28 350.53

404.41 417.54 428.38 436.07 432.50

174.0 176.7 180.9 184.3 190.3

2005 2006 2007 2008 2009

1,002.00 1,044.40 1,078.60 1,152.90 1,164.30

1,195.48 1,215.19 1,205.98 1,287.83 1,266.22

2,061.30 2,146.70 2,221.10 2,371.80 2,403.30

2,459.32 2,497.75 2,483.40 2,649.38 2,613.69

360.25 373.05 384.15 393.46 399.14

429.81 434.05 429.52 439.51 434.08

196.8 201.8 210.0 210.2 215.9

2010 2011 2012 2013 2014

1,175.50 1,228.57 1,261.61 1,293.83 1,328.58

1,259.16 1,278.10 1,290.19 1,303.83 1,328.58

2,418.40 2,513.46 2,561.39 2,603.72 2,644.62

2,590.51 2,614.80 2,619.41 2,623.84 2,644.62

399.75 397.62 409.31 417.44 419.80

428.20 413.65 418.58 420.67 419.80

219.2 225.7 229.6 233.0 234.8

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, 100 percent data. a. Through 1973, data refer to Old-Age Assistance program. Beginning January 1974, the Supplemental Security Income program superseded the Old-Age Assistance program in the 50 states and the District of Columbia. b. Data from Bureau of Labor Statistics, Consumer Price Index for All Urban Consumers (CPI-U) for all items (1982–1984 = 100). CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C5—Population aged 65 or older receiving Social Security (OASDI) benefits, Supplemental Security Income (SSI) payments, or both, by state, December 1940–2014, selected years Population aged 65 or older receiving— SSI a

OASDI

OASDI and SSI, number State rank per 1,000

Number per 1,000

State rank

Number per 1,000

1940 1945

7 62

... ...

217 194

... ...

1 5

1950 1955 1960 1965 1970

164 394 616 752 855

... ... ... ... ...

224 179 141 117 104

... ... ... ... ...

1975 1980 1985 1990 1995

904 914 917 924 913

... ... ... ... ...

111 87 71 66 63

2000 2001 2002 2003 2004

911 908 901 908 926

... ... ... ... ...

2005 2006 2007 2008 2009

919 919 904 898 901

2010 2011 2012 2013

OASDI, SSI, or both, number per 1,000

Persons receiving both OASDI and SSI as a percentage of— OASDI beneficiaries

SSI recipients

223 251

14.3 8.1

0.5 2.6

22 34 41 52 63

366 539 716 817 896

12.6 8.6 6.6 7.0 7.4

9.8 19.2 28.5 44.7 60.4

... ... ... ... ...

78 61 51 46 39

939 941 937 944 937

8.6 6.7 5.5 4.9 4.3

69.5 70.2 71.1 69.2 62.6

57 56 56 55 54

... ... ... ... ...

34 33 32 32 31

934 931 924 932 950

3.7 3.6 3.6 3.5 3.3

59.1 58.4 57.8 57.4 57.0

... ... ... ... ...

53 53 53 52 51

... ... ... ... ...

31 30 30 30 29

943 942 926 921 924

3.3 3.3 3.4 3.3 3.2

57.6 57.1 57.3 56.8 56.0

894 925 872 874

... ... ... ...

50 50 47 46

... ... ... ...

28 28 26 26

940 947 893 894

3.1 3.0 3.0 3.0

56.2 56.3 56.0 55.8

United States Alabama Alaska Arizona Arkansas California

872 909 857 815 911 811

... 15 40 48 13 50

45 37 44 26 32 111

... 16 11 30 22 1

25 28 28 16 25 57

892 919 874 825 918 864

2.9 3.0 3.2 1.9 2.7 7.1

55.5 73.5 62.9 59.8 78.6 51.6

Colorado Connecticut Delaware District of Columbia Florida

844 895 894 741 815

46 28 29 51 49

23 26 17 62 48

36 31 44 3 9

13 13 10 36 24

855 907 901 768 838

1.5 1.5 1.1 4.8 2.9

55.3 51.3 60.1 57.4 50.1


879 848 917 872 932

34 44 8 36 3

40 38 17 35 15

14 15 43 18 48

27 21 12 16 10

892 864 922 891 937

3.1 2.5 1.3 1.8 1.0

66.9 56.0 70.8 45.7 65.3


931 901 898 862 909

4 22 25 38 16

14 16 48 50 22

49 45 8 7 38

10 10 33 36 16

936 907 913 877 914

1.0 1.2 3.7 4.1 1.8

67.9 63.7 68.8 71.2 74.8


826 855 931 906 915

47 41 5 18 9

31 46 28 26 54

23 10 27 32 5

15 20 15 10 41

842 881 944 922 928

1.8 2.4 1.6 1.1 4.5

47.5 44.0 52.6 39.5 76.9

Year and state

2014

(Continued)


3.C Interprogram Data Table 3.C5—Population aged 65 or older receiving Social Security (OASDI) benefits, Supplemental Security Income (SSI) payments, or both, by state, December 1940–2014, selected years—Continued Population aged 65 or older receiving— SSI a

OASDI

OASDI and SSI, number State rank per 1,000

Number per 1,000

State rank

Number per 1,000

901 894 898 845 928

23 30 26 45 7

21 18 16 32 10

39 41 46 21 51

14 11 10 18 6


888 852 862 899 902

31 43 39 24 20

43 53 77 29 15

12 6 2 25 47


881 902 908 912 913

33 19 17 12 11

24 26 27 30 42


910 952 914 854 877

14 1 10 42 35


929 872 888 902 939 895

6 37 32 21 2 27

Year and state 2014 (cont.) Missouri Montana Nebraska Nevada New Hampshire

OASDI, SSI, or both, number per 1,000

Persons receiving both OASDI and SSI as a percentage of— OASDI beneficiaries

SSI recipients

908 901 904 858 932

1.5 1.3 1.1 2.2 0.6

65.7 64.1 62.9 58.5 59.1

21 37 36 21 10

911 868 903 907 908

2.3 4.4 4.1 2.4 1.1

47.9 70.0 46.4 72.6 64.3

34 33 29 24 13

13 18 16 16 25

891 910 919 927 930

1.5 2.0 1.7 1.7 2.7

55.2 71.9 59.0 52.8 58.5

28 23 32 55 17

28 37 20 4 42

21 13 23 37 9

917 962 923 872 885

2.3 1.4 2.5 4.3 1.1

73.7 56.9 70.6 67.1 54.0

24 29 34 36 19 11

35 26 19 17 40 50

17 16 14 23 12 8

936 884 908 914 946 898

1.8 1.9 1.6 2.6 1.2 0.9

72.6 56.3 41.0 65.8 61.4 78.1

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, and Census Bureau, 100 percent data. NOTE: . . . = not applicable. a. For 1940–1973, data refer to the Old-Age Assistance program. Beginning January 1974, the Supplemental Security Income program superseded the Old-Age Assistance program in the 50 states and the District of Columbia. CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C6—Number and percentage of Social Security (OASDI) beneficiaries also receiving federally administered Supplemental Security Income (SSI) payments, by type of OASDI benefit and SSI eligibility category, December 2014 Number receiving SSI Type of benefit Total

All OASDI beneficiaries

Total

Percentage of all OASDI beneficiaries

Aged

Blind and disabled

Total

Aged

Blind and disabled

59,007,158

2,808,597

648,027

2,160,570

4.8

1.1

3.7

Retirement Workers aged 65 or older Men Women Workers aged 62–64 Men Women Spouses Aged 65 or older Aged 62–64 Under age 62 with children Disabled adult children Aged 65 or older Aged 18–64 Children under age 18 and students aged 18–19

41,947,747 35,943,475 18,139,561 17,803,914 3,065,296 1,462,282 1,603,014 2,303,480 2,116,904 152,982 33,594 287,762 1,719 286,043 347,734

1,194,022 863,558 372,786 490,772 75,742 47,414 28,328 140,609 130,195 9,749 665 109,596 703 108,893 4,517

576,853 510,572 219,978 290,594 0 0 0 66,265 66,265 0 0 16 16 0 0

617,169 352,986 152,808 200,178 75,742 47,414 28,328 74,344 63,930 9,749 665 109,580 687 108,893 4,517

2.8 2.4 2.1 2.8 2.5 3.2 1.8 6.1 6.2 6.4 2.0 38.1 40.9 38.1 1.3

1.4 1.4 1.2 1.6 0.0 0.0 0.0 2.9 3.1 0.0 0.0 (L) 0.9 0.0 0.0

1.5 1.0 0.8 1.1 2.5 3.2 1.8 3.2 3.0 6.4 2.0 38.1 40.0 38.1 1.3

Survivors Nondisabled widow(er)s Aged 65 or older Aged 60–64 Disabled widow(er)s Widowed mothers and fathers Parents Disabled adult children Aged 65 or older Aged 18–64 Children under age 18 and students aged 18–19

6,128,319 3,834,531 3,401,851 432,680 257,871 142,509 1,309 641,497 86,599 554,898 1,250,602

384,046 145,248 139,601 5,647 37,115 2,920 41 175,142 21,914 153,228 23,580

69,258 67,572 67,572 0 24 36 38 1,588 1,588 0 0

314,788 77,676 72,029 5,647 37,091 2,884 3 173,554 20,326 153,228 23,580

6.3 3.8 4.1 1.3 14.4 2.0 3.1 27.3 25.3 27.6 1.9

1.1 1.8 2.0 0.0 (L) (L) 2.9 0.2 1.8 0.0 0.0

5.1 2.0 2.1 1.3 14.4 2.0 0.2 27.1 23.5 27.6 1.9

Disability Workers Men Women Spouses Aged 65 or older Aged 62–64 Under age 62 with children Disabled adult children aged 18–64 Children under age 18 and students aged 18–19

10,931,092 8,954,518 4,627,675 4,326,843 148,955 44,058 42,794 62,103 119,620 1,707,999

1,230,529 1,060,985 439,824 621,161 12,230 5,582 3,148 3,500 84,319 72,995

1,916 504 187 317 1,412 1,412 0 0 0 0

1,228,613 1,060,481 439,637 620,844 10,818 4,170 3,148 3,500 84,319 72,995

11.3 11.8 9.5 14.4 8.2 12.7 7.4 5.6 70.5 4.3

(L) (L) (L) (L) 0.9 3.2 0.0 0.0 0.0 0.0

11.2 11.8 9.5 14.3 7.3 9.5 7.4 5.6 70.5 4.3

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. OASDI = Old-Age, Survivors, and Disability Insurance; (L) = less than 0.05 percent. CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C6.1—Number of persons aged 18–64 receiving Social Security (OASDI) benefits or federally administered Supplemental Security Income (SSI) payments based on disability, by type of benefit, December 1978–2014 OASDI beneficiaries Unduplicated a

Blind or disabled SSI recipients

Disabled adult children under age 65 405,944 419,201

Disabled widow(er)s 129,751 129,833

Total 1,747,126 1,726,553

Receiving SSI only b 1,260,981 b 1,242,904

Receiving both SSI and OASDI 486,145 483,649

Year 1978 1979

total 4,676,450 4,662,528

Total Disabled workers 3,415,469 2,879,774 3,419,624 2,870,590

1980 1981 1982 1983 1984

4,662,546 4,570,071 4,366,314 4,367,241 4,460,188

3,418,434 3,340,701 3,169,449 3,143,111 3,183,618

2,858,680 2,776,519 2,603,599 2,569,029 2,596,516

432,174 442,592 449,478 462,491 477,951

127,580 121,590 116,372 111,591 109,151

1,730,847 1,702,895 1,655,279 1,699,774 1,780,459

b

1,244,112 1,229,370 b 1,196,865 b 1,224,130 b 1,276,570

486,735 473,525 458,414 475,644 503,889

1985 1986 1987 1988 1989

4,591,316 4,812,143 4,904,785 5,012,435 5,155,787

3,258,200 3,346,603 3,416,529 3,468,186 3,540,480

2,656,638 2,728,463 2,785,859 2,830,284 2,895,364

494,557 511,166 524,388 534,779 543,486

107,005 106,974 106,282 103,123 101,630

1,879,168 2,010,458 2,118,710 2,202,714 2,301,926

b

1,333,116 1,465,540 b 1,488,256 1,544,249 c 1,615,307

546,052 544,918 630,454 658,465 686,619

1990 1991 1992 1993 1994

5,395,261 5,743,614 6,249,217 6,707,127 7,103,399

3,667,721 3,877,804 4,185,714 4,476,648 4,741,348

3,011,294 3,194,938 3,467,783 3,725,966 3,962,954

555,438 568,377 586,607 603,667 617,718

100,989 114,489 131,324 147,015 160,676

2,449,897 2,641,524 2,909,997 3,148,413 3,335,255

1,727,540 1,865,810 2,063,503 2,230,479 2,362,051

722,357 775,714 846,494 917,934 973,204

1995 1996 1997 1998 1999

7,398,942 7,691,134 7,818,216 8,090,686 8,311,949

4,987,004 5,205,071 5,340,082 5,543,886 5,736,071

4,185,263 4,385,623 4,508,134 4,698,319 4,879,455

628,717 637,537 644,010 651,386 657,821

173,024 181,911 187,938 194,181 198,795

3,482,256 3,568,393 3,561,625 3,646,020 3,690,970

2,411,938 2,486,063 2,478,134 2,546,800 2,575,878

1,070,318 1,082,330 1,083,491 1,099,220 1,115,092

2000 2001 2002 2003 2004

8,519,241 8,799,998 9,118,926 9,510,138 9,792,950

5,908,756 6,150,475 6,430,412 6,769,336 7,019,198

5,042,334 5,274,183 5,543,981 5,873,673 6,116,444

664,995 672,049 679,073 686,304 692,019

201,427 204,243 207,358 209,359 210,735

3,744,022 3,811,494 3,877,752 3,953,248 4,017,108

2,610,485 2,649,523 2,688,514 2,740,802 2,773,752

1,133,537 1,161,971 1,189,238 1,212,446 1,243,356

2005 2006 2007 2008 2009

10,094,657 10,646,193 11,000,748 11,486,100 11,997,296

7,298,737 7,803,692 8,118,382 8,528,164 8,945,376

6,385,405 6,806,918 7,098,723 7,426,691 7,788,013

700,331 776,596 794,677 871,466 920,883

213,001 220,178 224,982 230,007 236,480

4,082,870 4,152,130 4,221,920 4,333,096 4,451,288

2,795,920 2,842,501 2,882,366 2,957,936 3,051,920

1,286,950 1,309,629 1,339,554 1,375,160 1,399,368

2010 2011 2012 2013 2014

12,570,871 12,449,120 12,734,299 12,936,588 12,963,468

9,398,104 9,074,999 9,275,112 9,408,800 9,423,316

8,203,951 8,170,755 8,352,954 8,469,493 8,472,442

949,200 791,098 809,697 827,337 840,164

244,953 113,146 112,461 111,970 110,710

4,631,507 4,777,010 4,869,637 4,934,428 4,913,163

3,172,767 3,374,121 3,459,187 3,527,788 3,540,152

1,458,740 1,402,889 1,410,450 1,406,640 1,373,011

b

b

SOURCES: Social Security Administration, Master Beneficiary Record and Supplemental Security Record, 100 percent data. NOTE: Beginning with data for 2011, OASDI beneficiaries who are entitled to both a primary benefit (based on one's own earnings record) and a secondary benefit (based on a spouse's earnings record) are counted only once in this table. a. Includes persons receiving Old-Age, Survivors, and Disability Insurance (OASDI), SSI, or both. b. The number of OASDI disabled adult child beneficiaries aged 18–64 also receiving SSI was estimated on the basis of the number of such beneficiaries aged 18 or older for the same year and on the comparative size of the two groups at the end of 1988. c. December data for OASDI disabled beneficiaries also receiving SSI were not available. Instead, the average of the September 1989 and March 1990 numbers was used. CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C7a—Number of persons aged 15 or older reporting only one race and having Social Security (OASDI) benefits or Supplemental Security Income (SSI) in March 2015, by sex, age, and race, and average annual benefit in 2014 All persons Sex and age

Total

Reporting only one race

White

Black or African American

American Indian, Alaska Native

Native Hawaiian and Other Pacific Islander Asian

Social Security beneficiaries (thousands) Total

49,744

49,204

41,958

5,221

387

1,558

79

Sex Male Female

22,184 27,559

21,952 27,252

18,865 23,093

2,144 3,077

182 206

722 837

40 39

Age 15–54 55–64 65–74 75 or older

5,397 6,590 20,958 16,798

5,253 6,490 20,773 16,688

4,055 5,258 17,916 14,730

977 1,005 1,928 1,311

91 60 159 76

118 152 727 561

13 15 42 9

Total

6,847

6,681

4,461

1,801

111

287

20

Sex Male Female

2,980 3,867

2,923 3,757

1,951 2,510

803 998

53 58

107 180

9 11

Age 15–54 55–64 65–74 75 or older

3,465 1,856 839 687

3,341 1,831 827 681

2,242 1,239 555 425

987 509 181 124

59 32 7 14

44 49 80 115

9 3 4 3

Social Security

14,305

14,316

14,545

12,747

13,556

13,606

13,806

7,927

7,937

8,008

7,778

9,015

7,391

a

Supplemental Security Income recipients (thousands)

Average annual benefit in 2014 (dollars)

Supplemental Security Income

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia. For certain race categories, some of the change in the number of beneficiaries and recipients relative to the numbers shown in previous editions of this table may be attributable to changes in the Census Bureau race category definitions. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. Totals do not necessarily equal the sum of rounded components. OASDI = Old-Age, Survivors, and Disability Insurance. a. Average benefits are not shown for fewer than 75,000 weighted cases. CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C7b—Number of persons aged 15 or older reporting one or more races and having Social Security (OASDI) benefits or Supplemental Security Income (SSI) in March 2015, by sex, age, and race, and average annual benefit in 2014 All persons Reporting only one Reporting two race or more races

Black or African American White alone or in alone or in combination combination

American Indian, Alaska Native alone or in combination

Native Hawaiian Asian and Other Pacific alone or in Islander alone or in combination combination

Sex and age

Total

Total a

49,744

49,204

540

42,439

5,388

787

1,607

91

Sex Male Female

22,184 27,559

21,952 27,252

232 308

19,072 23,367

2,212 3,176

354 432

743 864

44 47

Age 15–54 55–64 65–74 75 or older

5,397 6,590 20,958 16,798

5,253 6,490 20,773 16,688

144 100 185 111

4,189 5,344 18,074 14,833

1,027 1,045 1,983 1,332

178 130 307 171

136 159 744 568

17 17 46 11

6,847

6,681

166

4,614

1,869

196

325

25

Sex Male Female

2,980 3,867

2,923 3,757

57 109

2,006 2,608

832 1,036

72 124

121 205

9 16

Age 15–54 55–64 65–74 75 or older

3,465 1,856 839 687

3,341 1,831 827 681

124 25 12 5

2,355 1,261 567 430

1,046 512 184 127

113 50 17 17

74 55 82 115

13 4 4 3

Social Security

14,305

14,316

13,325

14,531

12,772

13,399

13,613

14,318

7,927

7,937

7,509

7,989

7,778

8,338

7,453

b

Social Security beneficiaries (thousands)

Supplemental Security Income recipients (thousands) Total a

Average annual benefit in 2014 (dollars)

Supplemental Security Income

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia. For certain race categories, some of the change in the number of beneficiaries and recipients relative to the numbers shown in previous editions of this table may be attributable to changes in the Census Bureau race category definitions. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. Totals do not necessarily equal the sum of rounded components. "In combination" means in combination with one or more other races. OASDI = Old-Age, Survivors, and Disability Insurance. a. The sum of the five race groups adds to more than the total because individuals may report more than one race. b. Average benefits are not shown for fewer than 75,000 weighted cases. CONTACT: (410) 965-0090 or [email protected].


3.C Interprogram Data Table 3.C8—Number of persons aged 15 or older with Social Security (OASDI) benefits or Supplemental Security Income (SSI) and number and percentage of Hispanic origin in March 2015, by age and sex, and average annual benefit in 2014 Hispanic origin as a percentage of a

Hispanic origin (thousands)

All beneficiaries (thousands) Age

Total

Male

Female

Total

Male

all beneficiaries Female

Total

Male

a

Female

Social Security beneficiaries Total, all ages 15–34 35–44 45–54 55–64 65–74 75 or older

49,744

22,184

27,559

3,771

1,641

2,131

7.6

7.4

7.7

1,849 1,245 2,304 6,590 20,958 16,798

879 592 1,072 2,938 9,637 7,067

970 653 1,232 3,652 11,321 9,731

278 160 207 565 1,469 1,092

133 66 87 231 640 484

145 94 120 334 829 608

15.0 12.9 9.0 8.6 7.0 6.5

15.1 11.2 8.1 7.9 6.6 6.8

14.9 14.4 9.8 9.2 7.3 6.2

Supplemental Security Income recipients Total, all ages 15–34 35–44 45–54 55–64 65–74 75 or older

6,847

2,980

3,867

1,103

426

676

16.1

14.3

17.5

1,255 868 1,342 1,856 839 687

646 386 580 876 304 188

610 481 762 980 535 499

254 120 176 242 172 139

137 45 72 78 49 47

117 76 104 165 123 92

20.2 13.9 13.1 13.0 20.5 20.2

21.2 11.6 12.4 8.9 16.1 24.8

19.2 15.7 13.6 16.8 23.0 18.4

14,305

16,255

12,735

11,985

13,563

10,769

...

...

...

7,927

8,709

7,324

7,657

8,318

7,241

...

...

...

Average annual benefit in 2014 (dollars) Social Security Supplemental Security Income

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. Totals do not necessarily equal the sum of rounded components. OASDI = Old-Age, Survivors, and Disability Insurance; . . . = not applicable. a. Persons of Hispanic origin may be of any race. CONTACT: (410) 965-0090 or [email protected].


3.E Poverty Table 3.E1—Weighted average poverty thresholds for nonfarm families, by size, 1959–2014 (in dollars) Families 2 persons

Unrelated individuals

HouseHouseAll holder under holder aged 9 persons age 65 65 or older 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons ages or more

Annual average a CPI

Year

All ages

Under age 65

Aged 65 or older

1959 1960 1961 1962 1963 1964

1,467 1,490 1,506 1,519 1,539 1,558

1,503 1,526 1,545 1,562 1,581 1,601

1,397 1,418 1,433 1,451 1,470 1,488

1,894 1,924 1,942 1,962 1,988 2,015

1,952 1,982 2,005 2,027 2,052 2,079

1,761 1,788 1,808 1,828 1,850 1,875

2,324 2,359 2,383 2,412 2,442 2,473

2,973 3,022 3,054 3,089 3,128 3,169

3,506 3,560 3,597 3,639 3,685 3,732

3,944 4,002 4,041 4,088 4,135 4,193

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

29.2 29.6 29.9 30.3 30.6 31.0

1965 1966 1967 1968 1969

1,582 1,628 1,675 1,748 1,840

1,626 1,674 1,722 1,797 1,893

1,512 1,556 1,600 1,667 1,757

2,048 2,107 2,168 2,262 2,383

2,114 2,175 2,238 2,333 2,458

1,906 1,961 2,017 2,102 2,215

2,514 2,588 2,661 2,774 2,924

3,223 3,317 3,410 3,553 3,743

3,797 3,908 4,019 4,188 4,415

4,264 4,388 4,516 4,706 4,958

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

31.5 32.5 33.4 34.8 36.7

1970 1971 1972 1973 1974

1,954 2,040 2,109 2,247 2,495

2,010 2,098 2,168 2,307 2,562

1,861 1,940 2,005 2,130 2,364

2,525 2,633 2,724 2,895 3,211

2,604 2,716 2,808 2,984 3,312

2,348 2,448 2,530 2,688 2,982

3,099 3,229 3,339 3,548 3,936

3,968 4,137 4,275 4,540 5,038

4,680 4,880 5,044 5,358 5,950

5,260 5,489 5,673 6,028 6,699

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

38.8 40.5 41.8 44.4 49.3

1975 1976 1977 1978 1979

2,724 2,884 3,075 3,311 3,689

2,797 2,959 3,152 3,392 3,778

2,581 2,730 2,906 3,127 3,479

3,506 3,711 3,951 4,249 4,725

3,617 3,826 4,072 4,383 4,878

3,257 3,445 3,666 3,944 4,390

4,293 4,540 4,833 5,201 5,784

5,500 5,815 6,191 6,662 7,412

6,499 6,876 7,320 7,880 8,775

7,316 7,760 8,261 8,891 9,914

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

53.8 56.9 60.6 65.2 72.6

1980 1981 1982 1983 1984

4,190 4,620 4,901 5,061 5,278

4,290 4,729 5,019 5,180 5,400

3,949 4,359 4,626 4,775 4,979

5,363 5,917 6,281 6,483 6,762

5,537 6,111 6,487 6,697 6,983

4,983 5,498 5,836 6,023 6,282

6,565 7,250 7,693 7,938 8,277

8,414 9,287 9,862 10,178 10,609

9,966 11,007 11,684 12,049 12,566

11,269 12,449 13,207 13,630 14,207

12,761 14,110 15,036 15,500 16,096

14,199 15,655 16,719 17,170 17,961

16,896 18,572 19,698 20,310 21,247

82.4 90.9 96.5 99.6 103.9

1985 1986 1987 1988 1989

5,469 5,572 5,778 6,022 6,310

5,593 5,701 5,909 6,155 6,451

5,156 5,255 5,447 5,674 5,947

6,998 7,138 7,397 7,704 8,076

7,231 7,372 7,641 7,958 8,343

6,503 6,630 6,872 7,157 7,501

8,573 8,737 9,056 9,435 9,885

10,989 11,203 11,611 12,092 12,674

13,007 13,259 13,737 14,304 14,990

14,696 14,986 15,509 16,146 16,921

16,656 17,049 17,649 18,232 19,162

18,512 18,791 19,515 20,253 21,328

22,083 22,497 23,105 24,129 25,480

107.6 109.6 113.6 118.3 124.0

1990 1991 1992 1993 1994

6,652 6,932 7,143 7,363 7,547

6,800 7,086 7,299 7,518 7,710

6,268 6,532 6,729 6,930 7,108

8,509 8,865 9,137 9,414 9,661

8,794 9,165 9,443 9,728 9,976

7,905 8,241 8,487 8,740 8,967

10,419 10,860 11,186 11,522 11,821

13,359 13,924 14,335 14,763 15,141

15,792 16,456 16,952 17,449 17,900

17,839 18,587 19,137 19,718 20,235

20,241 21,058 21,594 22,383 22,923

22,582 23,605 24,053 24,838 25,427

26,848 27,942 28,745 29,529 30,300

130.7 136.2 140.3 144.5 148.2

1995 1996 1997 1998 1999

7,763 7,995 8,183 8,316 8,501

7,929 8,163 8,350 8,480 8,667

7,309 7,525 7,698 7,818 7,990

9,933 10,233 10,473 10,634 10,869

10,259 10,564 10,805 10,972 11,214

9,219 9,491 9,712 9,862 10,075

12,158 12,516 12,802 13,003 13,290

15,569 16,036 16,400 16,660 17,029

18,408 18,952 19,380 19,680 20,127

20,804 21,389 21,886 22,228 22,727

23,552 24,268 24,802 25,257 25,912

26,237 27,091 27,593 28,166 28,967

31,280 31,971 32,566 33,339 34,417

152.4 156.9 160.5 163.0 166.6

(Continued)


3.E Poverty Table 3.E1—Weighted average poverty thresholds for nonfarm families, by size, 1959–2014 (in dollars)—Continued Families 2 persons


HouseHouseAll holder under holder aged 9 persons age 65 65 or older 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons ages or more

Annual average a CPI

Year

All ages

Under age 65

Aged 65 or older

2000 2001 2002 2003 2004

8,794 9,039 9,183 9,393 9,645

8,959 9,214 9,359 9,573 9,827

8,259 8,494 8,628 8,825 9,060

11,239 11,569 11,756 12,015 12,334

11,590 11,920 12,110 12,384 12,714

10,419 10,715 10,885 11,133 11,430

13,738 14,128 14,348 14,680 15,067

17,603 18,104 18,392 18,810 19,307

20,819 21,405 21,744 22,245 22,831

23,528 24,195 24,576 25,122 25,788

26,754 27,517 28,001 28,544 29,236

29,701 30,627 30,907 31,589 32,641

35,060 36,286 37,062 37,656 39,048

172.2 177.1 179.9 184.0 188.9

2005 2006 2007 2008 2009

9,973 10,294 10,590 10,991 10,956

10,160 10,488 10,787 11,201 11,161

9,367 9,669 9,944 10,326 10,289

12,755 13,167 13,540 14,051 13,991

13,145 13,569 13,954 14,489 14,439

11,815 12,201 12,550 13,030 12,982

15,577 16,079 16,530 17,163 17,098

19,971 20,614 21,203 22,025 21,954

23,613 24,382 25,080 26,049 25,991

26,683 27,560 28,323 29,456 29,405

30,249 31,205 32,233 33,529 33,372

33,610 34,774 35,816 37,220 37,252

40,288 41,499 42,739 44,346 44,366

195.3 201.6 207.3 215.3 214.5

2010 2011 2012 2013 2014

11,139 11,484 11,720 11,892 12,071

11,344 11,702 11,945 12,119 12,316

10,458 10,788 11,011 11,173 11,354

14,218 14,657 14,937 15,156 15,379

14,676 15,139 15,450 15,676 15,934

13,194 13,609 13,892 14,095 14,326

17,374 17,916 18,284 18,552 18,850

22,314 23,021 23,492 23,836 24,230

26,439 27,251 27,827 28,235 28,695

29,897 30,847 31,471 31,932 32,473

34,009 35,085 35,743 36,267 36,927

37,934 39,064 39,688 40,269 40,968

45,220 46,572 47,297 47,990 49,021

218.1 224.9 229.6 233.0 236.7

SOURCE: Census Bureau, Current Population Survey. NOTES: CPI = Consumer Price Index; . . . = not applicable. Poverty thresholds in dollars for larger families before 1981 are: Year

7 persons or more

1959 1960 1961 1962 1963 1964

4,849 4,921 4,967 5,032 5,092 5,156

1965 1966 1967 1968 1969

5,248 5,395 5,550 5,789 6,101

1970 1971 1972 1973 1974

6,468 6,751 6,983 7,435 8,253

1975 1976 1977 1978 1979 1980

9,022 9,588 10,216 11,002 12,280 13,955

Beginning with poverty reports for 1981, the Census Bureau discontinued making distinctions based on householder's sex or between farm and nonfarm families of the same size and composition. Additionally, larger Current Population Survey samples permitted separate poverty income criteria for families of 7, 8, and 9 or more persons The Social Security Administration developed separate criteria for these larger families by number of children for the base year 1978 on the same basis as the original poverty matrix for smaller families, and has since updated the criteria by means of the all-items CPI. For additional details, see Census Bureau's Current Population Reports Series P-60, No. 133, "Characteristics of the Population Below the Poverty Level, 1980." a. Beginning in January 1978, the Bureau of Labor Statistics introduced a new price index for all urban consumers (CPI-U) for all items (1982–1984 = 100) that forms a continuous series with the earlier index for urban wage earners and for clerical workers as of December 1977. CONTACT: Bernadette D. Proctor (301) 763-3213 or [email protected].


3.E Poverty Table 3.E2—Number and percentage of poor persons, by age, at end of selected years 1959–2014 Age and family status

a

1959

1970

1980

1990

b

1995

2000

Total population All ages Children under 18 in families— With male householder d With female householder 18–54 e 55–64 65 or older In families Unrelated individuals Men Women

Children under 18 in families— With male householder d With female householder 18–54 e 55–64 65 or older In families Unrelated individuals Men Women

All ages

2010

2013

2014

202.5

225.0

248.6

263.7

275.9

293.1

305.7

313.0

315.8

64.0 58.3 5.7 81.0 15.5 15.6 11.9 3.7 1.2 2.5

69.9 60.8 9.0 94.9 18.4 19.3 13.4 5.8 1.4 4.4

62.2 50.6 11.5 116.3 21.7 24.7 16.7 8.0 1.7 6.3

64.9 49.5 15.4 132.3 21.3 30.1 20.1 10.0 2.3 7.7

70.3 52.1 18.2 140.7 21.1 31.7 21.1 10.6 2.7 7.9

70.6 54.5 16.1 147.4 23.8 33.0 22.3 10.7 2.9 7.8

72.0 54.4 17.6 153.6 31.0 35.5 23.8 11.7 3.4 8.3

73.0 53.5 19.6 155.1 37.0 39.2 26.6 12.5 3.9 8.6

72.4 53.3 19.1 155.3 39.6 44.5 30.7 13.8 4.4 9.4

72.2 52.9 19.3 155.9 40.4 46.0 31.3 14.7 4.9 9.8

c

(millions)

39.5

25.3

29.3

33.6

36.4

31.1

36.9

46.2

45.4

46.7

17.2 13.1 4.1 13.4 3.3 5.5 3.2 2.3 0.7 1.6

10.5 5.7 4.8 8.2 2.1 4.7 2.0 2.7 0.5 2.2

11.1 5.2 5.9 12.2 2.1 3.9 1.4 2.4 0.4 2.0

13.3 5.3 8.0 14.6 2.1 3.7 1.2 2.5 0.4 2.1

14.4 5.6 8.9 16.5 2.2 3.3 1.1 2.3 0.4 1.9

11.1 4.9 6.2 14.1 2.2 3.4 1.1 2.2 0.5 1.7

12.3 5.0 7.3 18.0 2.7 3.6 1.3 2.3 0.5 1.7

15.7 6.9 8.8 22.6 3.7 3.5 1.4 2.1 0.6 1.5

14.1 5.7 8.4 22.0 4.5 4.2 1.8 2.4 0.5 1.8

14.9 6.4 8.6 21.9 4.7 4.6 1.9 2.6 0.7 2.0

Percentage poor

Children under 18 in families— With male householder d With female householder 18–54 e 55–64 65 or older In families Unrelated individuals Men Women

2005

(millions)

176.5

Number poor All ages

c

c

22.4

12.6

13.0

13.5

13.8

11.3

12.6

15.1

14.5

14.8

26.9 22.4 72.2 16.5 21.5 35.2 26.9 61.9 59.0 63.3

15.0 9.3 53.4 8.7 11.4 24.6 14.7 47.1 38.9 49.7

17.9 10.4 50.8 10.5 9.5 15.7 8.5 30.6 24.4 32.3

20.5 10.7 52.1 11.0 9.7 12.2 5.9 24.8 17.3 26.9

20.5 10.7 48.6 11.7 10.2 10.5 5.0 21.4 14.3 23.8

15.7 8.9 38.4 9.6 9.4 10.2 5.1 20.8 18.3 21.8

17.1 9.2 41.6 11.7 8.7 10.1 5.6 19.5 15.6 21.1

21.4 12.8 45.0 14.6 10.1 9.0 5.3 16.7 14.6 17.7

19.5 10.7 44.0 14.2 11.4 9.5 5.9 17.3 12.2 19.7

20.7 12.0 44.3 14.1 11.5 10.0 6.2 18.0 13.6 20.2

SOURCES: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. Data for 1970 are based on the 1970 Census of Population controls. NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. a. Income and poverty status refer to the calendar year shown; family status is as of March of the succeeding year. b. Based on revised methodology. c. Includes armed forces in the United States living off post or with families on post. Excludes unrelated individuals under age 16. d. Includes children in families with both spouses present and in families with male householder with no spouse present. e. Includes persons under age 18 listed as unrelated individual, family householder, spouse of householder, or other family member. CONTACT: (410) 965-0090 or [email protected].


3.E Poverty Table 3.E3—Shares of money income from earnings and other sources for aged and nonaged families, 2014 Aged family units

Type of money income received during year Number of families and unrelated individuals (millions)

Total

Poor a Nonpoor

14.7

2.6

Nonaged family units Individuals under age 65 living alone or with nonrelatives only

Multiperson families with householder aged 65 or older

Individuals aged 65 or older living alone or with nonrelatives only

Total

12.1

16.0

Poor a Nonpoor 1.0

Total

14.9

42.9

Poor a Nonpoor 10.8

Percentage receiving income of specified type

Multiperson families with householder under age 65 Total

Poor a Nonpoor

32.1

65.8

8.4

57.3

b

Earnings

19.2

3.0

22.4

49.9

22.1

51.5

82.7

47.5

90.9

93.3

69.1

96.4

Public program payments Social Security c Supplemental Security Income Other public assistance Other programs d

88.0 5.4 2.8 5.2

77.8 19.3 3.7 1.3

90.0 2.6 2.6 6.0

87.2 4.8 3.6 8.6

61.6 15.5 5.4 3.4

88.8 4.1 3.5 8.9

8.9 5.4 10.4 4.7

17.4 18.1 19.1 3.4

6.9 2.4 8.4 5.0

12.8 4.0 11.8 7.3

14.6 10.4 20.0 5.2

12.5 3.1 10.7 7.5

58.2

33.1

63.2

72.1

40.4

74.0

51.4

27.3

56.9

64.8

22.8

70.3

43.6

8.7

50.6

52.9

12.7

55.4

6.5

3.9

7.0

14.4

14.5

14.3

Other sources Dividends, interest, rent Employment-related pensions, alimony, annuities

Percentage distribution of income, by type 100.0

100.0

100.0

100.0

100.0

100.0

100.0

100.0

100.0

100.0

100.0

100.0

Earnings

21.0

1.3

21.8

40.1

17.5

40.2

86.6

43.5

88.0

89.0

69.1

89.4

Public program payments Social Security c Supplemental Security Income Other public assistance Other programs d

40.5 1.0 0.5 2.2

78.9 13.3 0.7 0.5

38.9 0.5 0.5 2.2

28.3 0.5 0.3 1.5

60.2 10.3 1.8 1.4

28.0 0.5 0.3 1.5

2.5 1.0 2.3 0.8

20.8 18.4 11.1 1.8

1.9 0.5 2.0 0.8

2.2 0.4 1.0 0.7

11.2 6.1 6.3 1.6

2.1 0.3 0.9 0.7

9.1

1.8

9.4

9.1

1.8

9.2

4.1

2.0

4.1

3.9

0.9

3.9

Total percent

Other sources Dividends, interest, rent Employment-related pensions, alimony, annuities Median income (dollars)

25.7

3.7

26.6

20.1

7.0

20.2

2.7

2.5

2.7

2.8

4.8

2.8

21,748

8,975

25,832

55,209

11,012

58,784

30,277

8,000

38,000

71,010

12,480

80,000

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. NOTES: Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia. Totals do not necessarily equal the sum of rounded components. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. a. Poverty status based on money income of all family members after receipt of Social Security and any other cash transfer payments. b. Received by individuals or any family member at any time during 2014. Most individuals or families received more than one type of income during the year. c. Social Security may include more than one type of income during the year. d. Unemployment insurance, workers' compensation, or veterans' payments. CONTACT: (410) 965-0090 or [email protected].


3.E Poverty Table 3.E4—Current living arrangements of persons aged 65 or older, by sex and poverty status, March 2015 Population (thousands) Living arrangement

Total

Poor

Percentage distribution Nonpoor

Total

Poor

Nonpoor

Percentage officially poor

All persons aged 65 or older Total

45,994

4,590

41,404

100.0

100.0

100.0

10.0


14,727

2,653

12,074

32.0

57.8

29.2

18.0

Family members Householder or spouse Other relative a Poor by own income Not poor by own income

31,267 28,757 2,510 1,059 1,451

1,937 1,679 258 199 59

29,330 27,078 2,252 860 1,392

68.0 62.5 5.5 2.3 3.2

42.2 36.6 5.6 4.3 1.3

70.8 65.4 5.4 2.1 3.4

6.2 5.8 10.3 18.8 4.1

20,439

1,504

18,936

44.4

32.8

45.7

7.4

Men Subtotal Unrelated individuals Family members Householder Spouse of householder Other relative a Poor by own income Not poor by own income

4,905

667

4,238

10.7

14.5

10.2

13.6

15,534 9,740 5,188 607 208 399

836 503 280 53 40 12

14,698 9,237 4,907 554 168 386

33.8 21.2 11.3 1.3 0.5 0.9

18.2 11.0 6.1 1.1 0.9 0.3

35.5 22.3 11.9 1.3 0.4 0.9

5.4 5.2 5.4 8.7 19.3 3.1

25,555

3,086

22,468

55.6

67.2

54.3

12.1

9,822

1,986

7,837

21.4

43.3

18.9

20.2

15,733 2,280 4,266 7,284 1,903 851 1,053

1,101 332 223 341 205 158 47

14,632 1,948 4,043 6,943 1,698 692 1,006

34.2 5.0 9.3 15.8 4.1 1.8 2.3

24.0 7.2 4.8 7.4 4.5 3.5 1.0

35.3 4.7 9.8 16.8 4.1 1.7 2.4

7.0 14.5 5.2 4.7 10.8 18.6 4.4

Women Subtotal Unrelated individuals Family members Householder, no husband present Householder with husband present Wife of householder Other relative a Poor by own income Not poor by own income

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. NOTES: Living arrangements as of March 2015. Poverty status in 2014 as reflected by income of unrelated individual or family money income for year compared with official poverty income criterion for families of appropriate size and composition. Table includes civilian noninstitutionalized population residing in the 50 states and the District of Columbia. Totals do not necessarily equal the sum of rounded components. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. a. Aged family members who are neither the family householder nor the spouse of the householder. Official poverty classification is based on combined income of all related persons living together. Persons in this group are classified here on the basis of official poverty criteria for family income and on a comparison of their own income with official poverty criteria for elderly persons maintaining their own households. The hidden poor are other relatives in nonpoor households whose own income is below the official poverty line for unrelated individuals or married couples. CONTACT: (410) 965-0090 or [email protected].


3.E Poverty Table 3.E6—Percentage distribution of aged families receiving Social Security benefits, by share of income from benefits and race, 2014 Social Security share of money income for year

a

Individuals aged 65 or older living alone or with nonrelatives only Total

Poor

Nonpoor

Multiperson families with householder aged 65 or older

Percent poor All races

Total

Poor

Nonpoor

Percent poor

b

Number (thousands) Percent

14,710 100.0

2,646 100.0

12,064 100.0

... 18.0

15,964 100.0

1,032 100.0

14,932 100.0

... 6.5

No Social Security benefits

13.5

29.6

10.0

39.4

13.5

45.7

11.2

21.9

Some Social Security benefits Less than one-fourth of income One-fourth to one-half of income One-half to three-fourths of income Three-fourths or more of income

86.5 9.0 18.2 16.1 43.2

70.4 0.8 2.0 5.3 62.3

90.0 10.8 21.7 18.5 39.0

14.6 1.5 2.0 6.0 25.9

86.5 22.3 25.7 15.8 22.7

54.3 0.9 4.9 5.5 43.0

88.8 23.8 27.1 16.6 21.3

4.1 0.3 1.2 2.2 12.2

White only Number (thousands) Percent

12,386 100.0

1,979 100.0

10,407 100.0

... 16.0

13,740 100.0

748 100.0

12,992 100.0

... 5.4


12.5

27.4

9.6

35.1

12.4

46.6

10.4

20.5


87.5 9.2 18.7 16.4 43.2

72.6 0.9 2.0 5.2 64.5

90.4 10.7 21.9 18.6 39.2

13.3 1.6 1.7 5.0 23.9

87.6 22.2 26.3 16.3 22.8

53.4 0.3 5.0 5.0 43.0

89.6 23.4 27.6 17.0 21.6

3.3 0.1 1.0 1.7 10.3

Black only Number (thousands) Percent

1,730 100.0

490 100.0

1,240 100.0

... 28.3

1,304 100.0

186 100.0

1,119 100.0

... 14.2


17.5

33.3

11.3

53.8

17.2

36.1

14.0

29.9


82.5 8.4 14.7 15.0 44.4

66.7 0.4 3.0 5.8 57.4

88.7 11.6 19.3 18.6 39.3

22.9 1.5 5.8 11.0 36.6

82.8 21.7 23.4 13.6 24.1

63.9 3.6 5.6 4.9 49.9

86.0 24.7 26.4 15.0 19.9

11.0 2.4 3.4 5.1 29.4

SOURCE: Census Bureau, Current Population Survey, public-use file of the March 2015 Income Supplement. NOTES: Civilian noninstitutionalized population residing in the 50 states and the District of Columbia. Totals do not necessarily equal the sum of rounded components. For a discussion of standard errors of estimated numbers and percentages, see Census Bureau, Current Population Reports, Series P-60. . . . = not applicable. a. Payments under Social Security program any time in 2014 to any family member as reported in the March 2015 Current Population Survey. b. Includes other races. CONTACT: (410) 965-0090 or [email protected].


3.E Poverty Table 3.E8—Poverty guidelines for families of specified size, 1965–2015 (in dollars) a

Increment

b

1 person

2 persons

3 persons

4 persons

5 persons

6 persons

7 persons

8 persons

December 1965 August 1967 September 1968 September 1969

1,540 1,600 1,600 1,800

1,990 2,000 2,100 2,400

2,440 2,500 2,600 3,000

3,130 3,200 3,300 3,600

3,685 3,800 3,900 4,200

4,135 4,200 4,400 4,800

4,635 4,700 4,900 5,400

5,135 5,300 5,400 6,000

500 500 500 600

December 1970 November 1971 October 1972 March 1973 May 1974

1,900 2,000 2,100 2,200 2,330

2,500 2,600 2,725 2,900 3,070

3,100 3,300 3,450 3,600 3,810

3,800 4,000 4,200 4,300 4,550

4,400 4,700 4,925 5,000 5,290

5,000 5,300 5,550 5,700 6,030

5,600 5,900 6,200 6,400 6,770

6,200 6,500 6,850 7,100 7,510

600 600 650 700 740

March 1975 April 1976 April 1977 April 1978 May 1979

2,590 2,800 2,970 3,140 3,400

3,410 3,700 3,930 4,160 4,500

4,230 4,600 4,890 5,180 5,600

5,050 5,500 5,850 6,200 6,700

5,870 6,400 6,810 7,220 7,800

6,690 7,300 7,770 8,240 8,900

7,510 8,200 8,730 9,260 10,000

8,330 9,100 9,690 10,280 11,100

820 900 960 1,020 1,100

April 1980 March 1981 April 1982 February 1983 February 1984

3,790 4,310 4,680 4,860 4,980

5,010 5,690 6,220 6,540 6,720

6,230 7,070 7,760 8,220 8,460

7,450 8,450 9,300 9,900 10,200

8,670 9,830 10,840 11,580 11,940

9,890 11,210 12,380 13,260 13,680

11,110 12,590 13,920 14,940 15,420

12,330 13,970 15,460 16,620 17,160

1,220 1,380 1,540 1,680 1,740

March 1985 February 1986 February 1987 February 1988 February 1989

5,250 5,360 5,500 5,770 5,980

7,050 7,240 7,400 7,730 8,020

8,850 9,120 9,300 9,690 10,060

10,650 11,000 11,200 11,650 12,100

12,450 12,880 13,100 13,610 14,140

14,250 14,760 15,000 15,570 16,180

16,050 16,640 16,900 17,530 18,220

17,850 18,520 18,800 19,490 20,260

1,800 1,880 1,900 1,960 2,040

February 1990 February 1991 February 1992 February 1993 February 1994

6,280 6,620 6,810 6,970 7,360

8,420 8,880 9,190 9,430 9,840

10,560 11,140 11,570 11,890 12,320

12,700 13,400 13,950 14,350 14,800

14,840 15,660 16,330 16,810 17,280

16,980 17,920 18,710 19,270 19,760

18,120 20,180 21,090 21,730 22,240

21,260 22,440 23,470 24,190 24,720

2,140 2,260 2,380 2,460 2,480

February 1995 March 1996 March 1997 February 1998 March 1999

7,470 7,740 7,890 8,050 8,240

10,030 10,360 10,610 10,850 11,060

12,590 12,980 13,330 13,650 13,880

15,150 15,600 16,050 16,450 16,700

17,710 18,220 18,770 19,250 19,520

20,270 20,840 21,490 22,050 22,340

22,830 23,460 24,210 24,850 25,160

25,390 26,080 26,960 27,650 27,980

2,560 2,620 2,720 2,800 2,820

February 2000 February 2001 February 2002 February 2003 February 2004

8,350 8,590 8,860 8,980 9,310

11,250 11,610 11,940 12,120 12,490

14,150 14,630 15,020 15,260 15,670

17,050 17,650 18,100 18,400 18,850

19,950 20,670 21,180 21,540 22,030

22,850 23,690 24,260 24,680 25,210

25,750 26,710 27,340 27,820 28,390

28,650 29,730 30,420 30,960 31,570

2,900 3,020 3,080 3,140 3,180

February 2005 January 2006 January 2007 January 2008 January 2009

9,570 9,800 10,210 10,400 10,830

12,830 13,200 13,690 14,000 14,570

16,090 16,600 17,170 17,600 18,310

19,350 20,000 20,650 21,200 22,050

22,610 23,400 24,130 24,800 25,790

25,870 26,800 27,610 28,400 29,530

29,130 30,200 31,090 32,000 33,270

32,390 33,600 34,570 35,600 37,010

3,260 3,400 3,480 3,600 3,740

Date of issuance

(Continued)


3.E Poverty Table 3.E8—Poverty guidelines for families of specified size, 1965–2015 (in dollars)—Continued Date of issuance

a

January 2010 January 2011 January 2012 January 2013 January 2014 January 2015

1 person

2 persons

3 persons

4 persons

5 persons

6 persons

7 persons

8 persons

10,830 10,890 11,170 11,490 11,670 11,770

14,570 14,710 15,130 15,510 15,730 15,930

18,310 18,530 19,090 19,530 19,790 20,090

22,050 22,350 23,050 23,550 23,850 24,250

25,790 26,170 27,010 27,570 27,910 28,410

29,530 29,990 30,970 31,590 31,970 32,570

33,270 33,810 34,930 35,610 36,030 36,730

37,010 37,630 38,890 39,630 40,090 40,890

Increment

b

3,740 3,820 3,960 4,020 4,060 4,160

SOURCES: Department of Health and Human Services, Federal Register, vol. 80, no. 14 (January 22, 2015), pp. 3236–3237; earlier Federal Register notices (1968–2014); and Israel Putnam, "Poverty Thresholds: Their History and Future Development" [November 1970], p. 281 in Mollie Orshansky [editor], Documentation of Background Information and Rationale for Current Poverty Matrix (Technical Paper I of The Measure of Poverty ), Washington, D.C., U.S. Department of Health, Education, and Welfare, 1977. NOTES: Except for Alaska and Hawaii. Guidelines for Alaska and Hawaii since 1980 are: Alaska

Hawaii

Year

1 person

Increment

1 person

Increment

1980 1981 1982 1983 1984

4,760 5,410 5,870 6,080 6,240

1,520 1,720 1,920 2,100 2,170

4,370 4,980 5,390 5,600 5,730

1,400 1,580 1,770 1,930 2,000

1985 1986 1987 1988 1989

6,560 6,700 6,860 7,210 7,480

2,250 2,350 2,380 2,450 2,550

6,040 6,170 6,310 6,650 6,870

2,070 2,160 2,190 2,250 2,350

1990 1991 1992 1993 1994

7,840 8,290 8,500 8,700 9,200

2,680 2,820 2,980 3,080 3,100

7,230 7,610 7,830 8,040 8,470

2,460 2,600 2,740 2,820 2,850

1995 1996 1997 1998 1999

9,340 9,660 9,870 10,070 10,320

3,200 3,280 3,400 3,500 3,520

8,610 8,910 9,070 9,260 9,490

2,940 3,010 3,130 3,220 3,240

2000 2001 2002 2003 2004

10,430 10,730 11,080 11,210 11,630

3,630 3,780 3,850 3,930 3,980

9,590 9,890 10,200 10,330 10,700

3,340 3,470 3,540 3,610 3,660

2005 2006 2007 2008 2009

11,950 12,250 12,770 13,000 13,530

4,080 4,250 4,350 4,500 4,680

11,010 11,270 11,750 11,960 12,460

3,750 3,910 4,000 4,140 4,300

2010 2011 2012 2013 2014 2015

13,530 13,600 13,970 14,350 14,580 14,720

4,680 4,780 4,950 5,030 5,080 5,200

12,460 12,540 12,860 13,230 13,420 13,550

4,300 4,390 4,550 4,620 4,670 4,780

Separate figures for Alaska and Hawaii reflect Office of Economic Opportunity administrative practice beginning in the 1966–1970 period. The Census Bureau, producer of the primary version of the poverty measure (the poverty thresholds), does not produce separate figures for Alaska and Hawaii. Before 1983, the guidelines shown are for nonfarm families only. a. The guidelines are effective from the date of issuance (unless otherwise specified by a particular program using them). b. Add this amount for each additional family member. Before 1973, increments between some of the smaller family sizes differed from the increment shown in the table. Beginning in 1973, the increment is the same for all family sizes in each year's set of guidelines. CONTACT: Kendall Swenson (202) 690-7507 or [email protected].


Section 4

Old-Age, Survivors, and Disability Insurance Trust Funds

4.1

Covered Workers

4.12

Insured Workers

4.41

4.A OASDI: Trust Funds Table 4.A1—Old-Age and Survivors Insurance, 1937–2014 (in millions of dollars) Receipts

a

Net payroll Income tax contri- from taxation b of benefits butions

Expenditures Reimbursements from the general fund of the

Net

Benefit

c

d

Total

e

Treasury

Administrative expenses

Transfers to Railroad Retirement program

Net increase during year

Amount at end of year

Year

Total

1937 1938 1939

767 375 607

765 360 580

... ... ...

... ... ...

2 15 27

1 10 14

1 10 14

... ... ...

... ... ...

766 366 592

766 1,132 1,724

1940 1941 1942 1943 1944

368 845 1,085 1,328 1,422

325 789 1,012 1,239 1,316

... ... ... ... ...

... ... ... ... ...

43 56 72 88 107

62 114 159 195 238

35 88 131 166 209

26 26 28 29 29

... ... ... ... ...

306 731 926 1,132 1,184

2,031 2,762 3,688 4,820 6,005

1945 1946 1947 1958 1949

1,420 1,447 1,722 1,969 1,816

1,285 1,295 1,557 1,685 1,666

... ... ... ... ...

... ... 1 3 4

134 152 164 281 146

304 418 512 607 721

274 378 466 556 667

30 40 46 51 54

... ... ... ... ...

1,116 1,029 1,210 1,362 1,094

7,121 8,150 9,360 10,722 11,816

1950 1951 1952 1953 1954

2,928 3,784 4,184 4,359 5,610

2,667 3,363 3,819 3,945 5,163

... ... ... ... ...

4 4 ... ... ...

257 417 365 414 447

1,022 1,966 2,282 3,094 3,741

961 1,885 2,194 3,006 3,670

61 81 88 88 92

... ... ... ... -21

1,905 1,818 1,902 1,265 1,869

13,721 15,540 17,442 18,707 20,576

1955 1956 1957 1958 1959

6,167 6,697 7,381 8,117 8,584

5,713 6,172 6,825 7,566 8,052

... ... ... ... ...

... ... ... ... ...

454 526 556 552 532

5,079 5,841 7,507 8,646 10,308

4,968 5,715 7,347 8,327 9,842

119 132 162 194 184

-7 -5 -2 124 282

1,087 856 -126 -528 -1,724

21,663 22,519 22,393 21,864 20,141

1960 1961 1962 1963 1964

11,382 11,833 12,585 15,063 16,258

10,866 11,285 12,059 14,541 15,689

... ... ... ... ...

... ... ... ... ...

516 548 526 521 569

11,198 12,432 13,973 14,920 15,613

10,677 11,862 13,356 14,217 14,914

203 239 256 281 296

318 332 361 423 403

184 -599 -1,388 143 645

20,324 19,725 18,337 18,480 19,125

1965 1966 1967 1968 1969

16,610 21,302 24,034 25,040 29,554

16,017 20,580 23,138 23,719 27,947

... ... ... ... ...

... 78 78 382 442

593 644 818 939 1,165

17,501 18,967 20,382 23,557 25,176

16,737 18,267 19,468 22,643 24,210

328 256 406 476 474

436 444 508 438 491

-890 2,335 3,652 1,483 4,378

18,235 20,570 24,222 25,704 30,082

1970 1971 1972 1973 1974

32,220 35,877 40,050 48,344 54,688

30,256 33,723 37,781 45,975 52,081

... ... ... ... ...

449 488 475 442 447

1,515 1,667 1,794 1,928 2,159

29,848 34,542 38,522 47,175 53,397

28,798 33,414 37,124 45,745 51,623

471 514 674 647 865

579 613 724 783 909

2,371 1,335 1,528 1,169 1,291

32,454 33,789 35,318 36,487 37,777

1975 1976 1977 1978 1979

59,605 66,276 72,412 78,094 90,274

56,816 63,362 69,572 75,471 87,919

... ... ... ... ...

425 614 613 615 557

2,364 2,301 2,227 2,008 1,797

60,395 67,876 75,309 83,064 93,133

58,517 65,705 73,121 80,361 90,573

896 959 981 1,115 1,113

982 1,212 1,208 1,589 1,448

-790 -1,600 -2,897 -4,971 -2,860

36,987 35,388 32,491 27,520 24,660

1980 1981 1982 1983 1984

105,841 125,361 125,198 150,584 169,328

103,456 122,627 123,673 138,337 159,515

... ... ... ... 2,835

540 675 680 5,541 4,712

1,845 2,060 845 6,706 2,266

107,678 126,695 142,119 152,999 161,883

105,083 123,803 138,806 149,221 157,841

1,154 1,307 1,519 1,528 1,638

1,442 1,585 1,793 2,251 2,404

-1,837 -1,334 f 598 -2,416 7,445

22,823 21,490 22,088 19,672 27,117

1985 1986 1987 1988 1989

184,239 197,393 210,736 240,770 264,653

175,128 189,136 201,092 227,683 248,128

3,208 3,424 3,257 3,384 2,439

4,032 1,764 1,697 2,134 2,101

1,871 3,069 4,690 7,568 11,985

171,150 181,000 187,668 200,020 212,489

167,248 176,813 183,587 195,454 207,971

1,592 1,601 1,524 1,776 1,673

2,310 2,585 2,557 2,790 2,845

f

8,725 3,239 23,068 40,750 52,164

35,842 39,081 62,149 102,899 155,063

1990 1991 1992 1993 1994

286,653 299,286 311,162 323,277 328,271

266,110 272,477 281,132 290,865 293,316

4,848 5,864 5,852 5,335 4,995

-668 115 -126 50 13

16,363 20,829 24,303 27,027 29,946

227,519 245,634 259,861 273,104 284,133

222,987 240,467 254,883 267,755 279,068

1,563 1,792 1,830 1,996 1,645

2,969 3,375 3,148 3,353 3,420

59,134 53,652 51,301 50,173 44,138

214,197 267,849 319,150 369,322 413,460

interest

payments

Assets

f

(Continued)


4.A OASDI: Trust Funds Table 4.A1—Old-Age and Survivors Insurance, 1937–2014 (in millions of dollars)—Continued Receipts a



Net

Benefit

c

d

Total

e

Treasury





Year

Total

1995 1996 1997 1998 1999

342,801 363,741 397,169 424,848 457,040

304,659 321,555 349,945 371,206 396,352

5,490 6,471 7,426 9,149 10,899

-168 9 3 2 1

32,820 35,706 39,795 44,491 49,789

297,760 308,217 322,073 332,324 339,874

291,630 302,861 316,257 326,762 334,383

2,077 1,802 2,128 1,899 1,809

4,052 3,554 3,688 3,662 3,681

45,041 55,524 75,096 92,524 117,167

458,502 514,026 589,121 681,645 798,812

2000 2001 2002 2003 2004

490,513 518,100 539,706 543,811 566,338

421,390 441,458 455,198 456,077 472,758

11,594 11,903 12,909 12,497 14,593

1 1 415 g 1

57,529 64,737 71,184 75,237 78,986

358,339 377,546 393,749 405,978 421,047

352,652 372,312 388,119 399,845 415,034

2,149 1,961 2,137 2,553 2,384

3,538 3,273 3,493 3,580 3,628

132,174 140,554 145,957 137,833 145,292

930,986 1,071,540 1,217,497 1,355,330 1,500,622

2005 2006 2007 2008 2009

604,335 642,231 675,035 695,462 698,208

506,862 534,786 560,877 574,555 570,392

13,843 15,628 17,192 15,566 19,930

-350 g g g g

83,979 91,817 96,966 105,340 107,886

441,920 460,965 495,723 516,192 564,295

435,383 454,496 489,074 509,337 557,166

2,957 3,010 3,075 3,223 3,439

3,579 3,458 3,575 3,632 3,690

162,415 181,266 179,312 179,270 133,912

1,663,037 1,844,304 2,023,616 2,202,886 2,336,798

2010 2011 2012 2013 2014

677,111 698,781 731,075 743,793 769,417

544,773 482,350 503,893 620,814 646,232

22,090 22,211 26,675 20,694 27,957

2,042 87,753 97,735 4,169 395

108,206 106,468 102,773 98,114 94,833

584,866 603,750 645,482 679,475 714,170

577,393 596,155 637,894 672,129 706,780

3,543 3,486 3,448 3,397 3,133

3,930 4,110 4,139 3,948 4,257

92,245 95,031 85,593 64,317 55,247

2,429,043 2,524,075 2,609,668 2,673,985 2,729,233

interest

payments

Assets

SOURCE: Department of the Treasury. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. The definitions of the categories "net payroll tax contributions" and "reimbursements from the general fund of the Treasury" were revised in 2011. Data in these two columns for 1984 and later may vary from those in prior editions, but total receipts are unchanged. b. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service in 1957–2001, if such credits were considered to be covered wages. c. Includes payments (1) in 1947–1951 and in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs of deemed wage credits for military service performed after 1956; (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 1968; (4) in 1984 for employees, and in 1984–1989 for self-employed persons, for payroll tax credits provided under Public Law 98-21; and (5) in 2010–2012, for payroll tax revenue forgone under the provisions of Public Laws 111-147, 111-312, 112-78, and 112-96. d. Includes net profits or losses on marketable securities; interest adjustments on amounts reimbursed from, or paid to, other trust funds or the general fund of the Treasury; and relatively small amounts of gifts to the fund. e. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks. f. The fund borrowed from the Disability Insurance and Hospital Insurance Trust Funds in 1982, and repaid the borrowed amounts in 1985 and 1986. Amounts for these years are equal to total receipts less total expenditures, plus amounts borrowed or less amounts repaid. g. Between -$500,000 and $500,000. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.A OASDI: Trust Funds Table 4.A2—Disability Insurance, 1957–2014 (in millions of dollars) Receipts

a



Net

Benefit

c

d

Total

e

Treasury





Year

Total

1957 1958 1959

709 991 931

702 966 891

... ... ...

... ... ...

7 25 40

59 261 485

57 249 457

3 12 50

... ... -22

649 729 447

649 1,379 1,825

1960 1961 1962 1963 1964

1,063 1,104 1,114 1,165 1,218

1,010 1,038 1,046 1,099 1,154

... ... ... ... ...

... ... ... ... ...

53 66 68 66 64

600 956 1,183 1,297 1,407

568 887 1,105 1,210 1,309

36 64 66 68 79

-5 5 11 20 19

464 148 -69 -133 -188

2,289 2,437 2,368 2,235 2,047

1965 1966 1967 1968 1969

1,247 2,079 2,379 3,454 3,792

1,188 2,006 2,286 3,316 3,599

... ... ... ... ...

... 16 16 32 16

59 58 78 106 177

1,687 1,947 2,089 2,458 2,716

1,573 1,784 1,950 2,311 2,557

90 137 109 127 138

24 25 31 20 21

-440 133 290 996 1,075

1,606 1,739 2,029 3,025 4,100

1970 1971 1972 1973 1974

4,774 5,031 5,572 6,443 7,378

4,481 4,620 5,107 5,932 6,826

... ... ... ... ...

16 50 51 52 52

277 361 414 458 500

3,259 4,000 4,759 5,973 7,196

3,085 3,783 4,502 5,764 6,957

164 205 233 190 217

10 13 24 20 22

1,514 1,031 813 470 182

5,614 6,645 7,457 7,927 8,109

1975 1976 1977 1978 1979

8,035 8,757 9,570 13,810 15,590

7,444 8,233 9,138 13,413 15,114

... ... ... ... ...

90 103 128 142 118

502 422 304 256 358

8,790 10,366 11,945 12,954 14,186

8,505 10,055 11,547 12,599 13,786

256 285 399 325 371

29 26 -1 30 30

-754 -1,609 -2,375 856 1,404

7,354 5,745 3,370 4,226 5,630

1980 1981 1982 1983 1984

13,871 17,078 22,715 20,682 17,309

13,255 16,738 21,995 17,991 15,503

... ... ... ... 190

130 168 174 1,121 441

485 172 546 1,569 1,174

15,872 17,658 17,992 18,177 18,546

15,515 17,192 17,376 17,524 17,898

368 436 590 625 626

-12 29 26 28 22

-2,001 -580 f -358 2,505 -1,237

3,629 3,049 2,691 5,195 3,959

1985 1986 1987 1988 1989

19,301 19,439 20,303 22,699 24,795

17,014 18,247 19,538 21,837 23,797

222 238 -36 61 95

1,195 152 153 202 196

870 803 648 600 707

19,478 20,522 21,425 22,494 23,753

18,827 19,853 20,519 21,695 22,911

608 600 849 737 754

43 68 57 61 88

f

2,363 1,459 -1,122 206 1,041

6,321 7,780 6,658 6,864 7,905

1990 1991 1992 1993 1994

28,791 30,390 31,430 32,301 52,841

28,403 29,128 30,148 31,182 51,372

144 190 232 281 311

-639 9 -12 4 1

883 1,063 1,062 835 1,157

25,616 28,571 32,004 35,662 38,879

24,829 27,695 31,112 34,613 37,744

707 794 834 966 1,029

80 82 58 83 106

3,174 1,819 -574 -3,361 13,962

11,079 12,898 12,324 8,963 22,925

1995 1996 1997 1998 1999

56,696 60,710 60,499 64,357 69,541

54,404 57,325 56,037 58,966 63,203

341 373 470 558 661

-207 g g g g

2,158 3,012 3,992 4,832 5,677

42,055 45,351 47,034 49,931 53,035

40,923 44,189 45,695 48,207 51,381

1,064 1,160 1,280 1,567 1,519

68 2 59 157 135

14,641 15,359 13,465 14,425 16,507

37,566 52,924 66,389 80,815 97,321

interest

payments

Assets

f

(Continued)


4.A OASDI: Trust Funds Table 4.A2—Disability Insurance, 1957–2014 (in millions of dollars)—Continued Receipts

a



Net

Benefit

c

d

Total

e

Treasury





Year

Total

2000 2001 2002 2003 2004

77,920 83,903 87,379 88,074 91,380

71,093 74,933 77,272 77,442 80,281

721 811 930 944 1,111

-836 g g g g

6,942 8,158 9,178 9,689 9,988

56,782 61,369 67,905 73,108 80,597

54,983 59,618 65,702 70,933 78,229

1,639 1,741 2,049 2,008 2,152

159 10 154 167 215

21,138 22,534 19,475 14,966 10,783

118,459 140,993 160,468 175,434 186,217

2005 2006 2007 2008 2009

97,423 102,641 109,854 109,840 109,283

86,077 90,808 95,243 97,566 96,865

1,073 1,230 1,393 1,313 1,955

g g 8 g g

10,273 10,603 13,210 10,961 10,463

88,018 94,456 98,778 108,951 121,506

85,365 91,741 95,865 106,007 118,315

2,315 2,326 2,468 2,526 2,743

338 388 445 418 448

9,405 8,185 11,076 889 -12,223

195,623 203,808 214,884 215,773 203,550

2010 2011 2012 2013 2014

104,017 106,276 109,115 111,228 114,858

92,511 81,881 85,615 105,402 109,737

1,852 1,581 583 391 1,680

363 14,927 16,546 729 71

9,292 7,887 6,371 4,706 3,371

127,660 132,332 140,299 143,450 145,060

124,216 128,948 136,897 140,130 141,683

2,982 2,920 2,890 2,769 2,933

462 465 512 551 444

-23,643 -26,056 -31,184 -32,221 -30,201

179,907 153,850 122,666 90,445 60,244

interest

payments

Assets

SOURCE: Department of the Treasury. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. The definitions of the categories "net payroll tax contributions" and "reimbursements from the general fund of the Treasury" were revised in 2011. Data in these two columns for 1984 and later may vary from those in prior editions, but total receipts are unchanged. b. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service in 1957–2001, if such credits were considered to be covered wages. c. Includes payments (1) in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs of deemed wage credits for military service performed after 1956; (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 1968; (4) in 1984 for employees, and in 1984–1989 for self-employed persons, for payroll tax credits provided under Public Law 98-21; and (5) in 2010–2012, for payroll tax revenue forgone under the provisions of Public Laws 111-147, 111-312, 112-78, and 112-96. d. Includes net profits or losses on marketable securities; interest adjustments on amounts reimbursed from, or paid to, other trust funds or the general fund of the Treasury; and relatively small amounts of gifts to the fund. e. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks. f. The Old-Age and Survivors Insurance Trust Fund borrowed from the Disability Insurance and Hospital Insurance Trust Funds in 1982, and repaid the borrowed amounts in 1985 and 1986. Amounts for these years are equal to total receipts less total expenditures, plus amounts borrowed or less amounts repaid. g. Between -$500,000 and $500,000. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.A OASDI: Trust Funds Table 4.A3—Combined OASI and DI, 1957–2014 (in millions of dollars) Receipts

a



Net

Benefit

c

d

Total

e

Treasury





Year

Total

1957 1958 1959

8,090 9,108 9,516

7,527 8,531 8,943

... ... ...

... ... ...

563 577 572

7,567 8,907 10,793

7,404 8,576 10,298

164 207 234

-2 124 260

523 201 -1,277

23,042 23,243 21,966

1960 1961 1962 1963 1964

12,445 12,937 13,699 16,227 17,476

11,876 12,323 13,105 15,640 16,843

... ... ... ... ...

... ... ... ... ...

569 614 594 587 633

11,798 13,388 15,156 16,217 17,020

11,245 12,749 14,461 15,427 16,223

240 303 322 348 375

314 337 372 442 422

647 -451 -1,457 10 456

22,613 22,162 20,705 20,715 21,172

1965 1966 1967 1968 1969

17,857 23,381 26,413 28,493 33,346

17,205 22,585 25,424 27,034 31,546

... ... ... ... ...

... 94 94 414 458

651 702 896 1,045 1,342

19,187 20,913 22,471 26,015 27,892

18,311 20,051 21,417 24,954 26,767

418 393 515 603 612

459 469 539 458 513

-1,331 2,467 3,942 2,479 5,453

19,841 22,308 26,250 28,729 34,182

1970 1971 1972 1973 1974

36,993 40,908 45,622 54,787 62,066

34,737 38,343 42,888 51,907 58,907

... ... ... ... ...

465 538 526 494 499

1,791 2,027 2,208 2,386 2,660

33,108 38,542 43,281 53,148 60,593

31,884 37,197 41,625 51,508 58,581

635 719 907 837 1,082

589 626 749 802 931

3,886 2,366 2,341 1,639 1,472

38,068 40,434 42,775 44,414 45,886

1975 1976 1977 1978 1979

67,640 75,034 81,982 91,903 105,864

64,259 71,595 78,710 88,883 103,034

... ... ... ... ...

515 717 741 757 675

2,866 2,722 2,531 2,264 2,155

69,184 78,242 87,254 96,018 107,320

67,022 75,759 84,667 92,960 104,359

1,152 1,244 1,379 1,440 1,483

1,010 1,239 1,208 1,618 1,477

-1,544 -3,209 -5,272 -4,115 -1,456

44,342 41,133 35,861 31,746 30,291

1980 1981 1982 1983 1984

119,712 142,438 147,913 171,266 186,637

116,711 139,364 145,667 156,328 175,019

... ... ... ... 3,025

670 843 854 6,662 5,153

2,330 2,231 1,391 8,276 3,440

123,550 144,352 160,111 171,177 180,429

120,598 140,995 156,182 166,745 175,739

1,522 1,743 2,109 2,153 2,264

1,430 1,614 1,820 2,279 2,426

-3,838 -1,914 f 239 89 6,208

26,453 24,539 24,778 24,867 31,075

1985 1986 1987 1988 1989

203,540 216,833 231,039 263,469 289,448

192,142 207,384 220,630 249,520 271,925

3,430 3,662 3,221 3,445 2,534

5,227 1,916 1,850 2,336 2,297

2,741 3,871 5,338 8,168 12,692

190,628 201,522 209,093 222,514 236,242

186,075 196,667 204,106 217,149 230,882

2,200 2,202 2,373 2,513 2,427

2,353 2,653 2,614 2,851 2,934

11,088 f 4,698 21,946 40,955 53,206

42,163 46,861 68,807 109,762 162,968

1990 1991 1992 1993 1994

315,443 329,676 342,591 355,578 381,111

294,513 301,605 311,280 322,046 344,689

4,992 6,054 6,084 5,616 5,306

-1,307 125 -138 54 14

17,245 21,892 25,365 27,862 31,103

253,135 274,205 291,865 308,766 323,011

247,816 268,162 285,995 302,368 316,812

2,270 2,587 2,664 2,963 2,674

3,049 3,457 3,206 3,435 3,526

62,309 55,471 50,726 46,812 58,100

225,277 280,747 331,473 378,285 436,385

1995 1996 1997 1998 1999

399,497 424,451 457,668 489,204 526,582

359,063 378,880 405,982 430,172 459,555

5,831 6,844 7,896 9,707 11,559

-375 9 3 2 1

34,977 38,718 43,787 49,323 55,466

339,815 353,569 369,108 382,255 392,908

332,554 347,050 361,952 374,969 385,765

3,141 2,962 3,409 3,467 3,328

4,120 3,556 3,747 3,819 3,816

59,683 70,883 88,560 106,950 133,673

496,068 566,950 655,510 762,460 896,133

interest

payments

Assets

f

(Continued)


4.A OASDI: Trust Funds Table 4.A3—Combined OASI and DI, 1957–2014 (in millions of dollars)—Continued Receipts

a



Net

Benefit

c

d

Total

e

Treasury





Year

Total

2000 2001 2002 2003 2004

568,433 602,003 627,085 631,886 657,718

492,484 516,392 532,470 533,518 553,039

12,314 12,715 13,839 13,441 15,703

-835 2 415 1 1

64,471 72,895 80,362 84,926 88,975

415,121 438,916 461,653 479,086 501,643

407,635 431,931 453,821 470,778 493,263

3,788 3,702 4,185 4,562 4,536

3,698 3,283 3,647 3,747 3,844

153,312 163,088 165,432 152,799 156,075

1,049,445 1,212,533 1,377,965 1,530,764 1,686,839

2005 2006 2007 2008 2009

701,758 744,873 784,889 805,302 807,490

592,940 625,594 656,120 672,122 667,257

14,916 16,858 18,585 16,879 21,884

-350 g 8 g g

94,252 102,420 110,176 116,301 118,349

529,938 555,421 594,501 625,143 685,801

520,748 546,238 584,939 615,344 675,482

5,272 5,337 5,542 5,749 6,182

3,917 3,846 4,020 4,050 4,137

171,821 189,452 190,388 180,159 121,689

1,858,660 2,048,112 2,238,500 2,418,658 2,540,348

2010 2011 2012 2013 2014

781,128 805,057 840,190 855,021 884,276

637,283 564,231 589,508 726,217 755,969

23,942 23,792 27,258 21,086 29,637

2,405 102,680 114,280 4,899 465

117,498 114,355 109,143 102,820 98,204

712,526 736,083 785,781 822,925 859,230

701,609 725,103 774,791 812,259 848,463

6,525 6,405 6,338 6,166 6,066

4,392 4,574 4,651 4,499 4,701

68,602 68,975 54,409 32,096 25,046

2,608,950 2,677,925 2,732,334 2,764,431 2,789,476

interest

payments

Assets

SOURCE: Department of the Treasury. NOTES: The DI fund was established in 1957. For trust fund data prior to 1957, see OASI data (Table 4.A1). Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. The definitions of the categories "net payroll tax contributions" and "reimbursements from the general fund of the Treasury" were revised in 2011. Data in these two columns for 1984 and later may vary from those in prior editions, but total receipts are unchanged. b. Beginning in 1983, includes transfers from the general fund of the Treasury representing contributions that would have been paid on deemed wage credits for military service in 1957–2001, if such credits were considered to be covered wages. c. Includes payments (1) in 1966 and later, for costs of noncontributory wage credits for military service performed before 1957; (2) in 1971–1982, for costs of deemed wage credits for military service performed after 1956; (3) in 1968 and later, for costs of benefits to certain uninsured persons who attained age 72 before 1968; (4) in 1984 for employees, and in 1984–1989 for self-employed persons, for payroll tax credits provided under Public Law 98-21; and (5) in 2010–2012, for payroll tax revenue forgone under the provisions of Public Laws 111-147, 111-312, 112-78, and 112-96. d. Includes net profits or losses on marketable securities; interest adjustments on amounts reimbursed from, or paid to, other trust funds or the general fund of the Treasury; and relatively small amounts of gifts to the fund. e. Beginning in 1966, includes payments for vocational rehabilitation services furnished to disabled persons receiving benefits because of their disabilities. Beginning in 1983, amounts are reduced by amount of reimbursement for unnegotiated benefit checks. f. The OASI fund borrowed from the DI and Hospital Insurance Trust Funds in 1982, and repaid the borrowed amounts in 1985 and 1986. Amounts for these years are equal to total receipts less total expenditures, plus amounts borrowed or less amounts repaid. g. Between -$500,000 and $500,000. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.A OASDI: Trust Funds Table 4.A4—Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal income, 1937–2014 (in millions of dollars) Cash benefits

a

Service benefits

Rehabilitation services

Year

Total benefits

Old-Age and Survivors Insurance b

1937 1938 1939

1 10 14

1 10 14

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

74,700 69,100 73,600

(L) (L) (L)

1940 1941 1942 1943 1944

35 88 131 166 209

35 88 131 166 209

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

79,400 97,900 126,700 156,200 169,700

(L) 0.1 0.1 0.1 0.1

1945 1946 1947 1948 1949

274 378 466 556 667

274 378 466 556 667

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

175,800 182,700 194,600 213,700 211,200

0.2 0.2 0.2 0.3 0.3

1950 1951 1952 1953 1954

961 1,885 2,194 3,006 3,670

961 1,885 2,194 3,006 3,670

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

233,900 264,500 282,700 299,600 302,600

0.4 0.7 0.8 1.0 1.2

1955 1956 1957 1958 1959

4,968 5,715 7,404 8,576 10,298

4,968 5,715 7,347 8,327 9,842

... ... 57 249 457

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

324,600 348,400 368,500 379,500 403,200

1.5 1.6 2.0 2.3 2.6

1960 1961 1962 1963 1964

11,245 12,749 14,461 15,427 16,223

10,677 11,862 13,356 14,217 14,914

568 887 1,105 1,210 1,309

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

422,500 441,100 469,100 492,800 528,400

2.7 2.9 3.1 3.1 3.1

1965 1966 1967 1968 1969

18,311 21,070 25,967 30,651 33,371

16,737 18,267 19,468 22,642 24,209

1,573 1,781 1,939 2,294 2,542

... 891 3,353 4,179 4,739

... 128 1,197 1,518 1,865

... f f 1 1

... 3 11 16 15

570,800 620,600 665,700 730,700 800,300

3.2 3.4 3.9 4.2 4.2

1970 1971 1972 1973 1974

38,982 45,065 50,269 61,091 70,996

28,796 33,413 37,122 45,741 51,618

3,067 3,758 4,473 5,718 6,903

5,124 5,751 6,318 7,057 9,099

1,975 2,117 2,325 2,526 3,318

2 2 2 3 5

18 24 29 46 54

864,600 932,100 1,023,600 1,138,500 1,249,300

4.5 4.8 4.9 5.4 5.7

1975 1976 1977 1978 1979

82,611 94,180 106,443 117,894 133,691

58,509 65,699 73,113 80,352 90,556

8,414 9,966 11,463 12,513 13,708

11,315 13,340 15,737 17,682 20,623

4,273 5,080 6,038 7,252 8,708

9 6 8 9 18

91 89 84 86 78

1,366,900 1,498,100 1,654,200 1,859,500 2,077,900

6.0 6.3 6.4 6.3 6.4

1980 1981 1982 1983 1984

156,298 184,450 207,268 224,524 238,682

105,074 123,795 138,800 149,502 157,862

15,437 17,199 17,338 17,530 17,900

25,064 30,342 35,631 39,337 43,257

10,635 13,113 15,455 18,106 19,661

8 8 6 6 f

78 -8 38 42 1

2,316,800 2,595,900 2,778,800 2,969,700 3,281,300

6.8 7.1 7.5 7.6 7.3

1985 1986 1987 1988 1989

256,723 272,698 284,487 303,717 329,193

167,360 176,845 183,644 195,522 207,977

18,836 19,847 20,512 21,692 22,873

47,580 49,758 49,496 52,517 60,011

22,947 26,239 30,820 33,970 38,294

f ... ... ... ...

f 9 16 16 38

3,515,900 3,725,100 3,955,300 4,275,300 4,618,200

7.3 7.3 7.2 7.1 7.1

1990 1991 1992 1993 1994

356,536 386,912 419,325 449,896 478,775

222,993 240,436 254,939 267,804 279,118

24,803 27,662 31,091 34,598 37,717

66,239 71,549 83,895 93,487 103,282

42,468 47,229 49,367 53,979 58,618

... ... ... ... ...

32 36 33 28 40

4,904,500 5,071,100 5,410,800 5,646,800 5,934,700

7.3 7.6 7.8 8.0 8.1

Disability Insurance

Hospital Insurance

Supplementary Medical

d

Insurance c

Old-Age and Survivors Insurance


Total benefits as Personal a percentage of e income personal income

(Continued)


4.A OASDI: Trust Funds Table 4.A4—Total annual benefits paid, by type of benefit and trust fund, and as a percentage of personal income, 1937–2014 (in millions of dollars)—Continued Cash benefits

a

Service benefits

Rehabilitation services

Year

Total benefits

Old-Age and Survivors Insurance b

1995 1996 1997 1998 1999

513,959 544,350 572,542 585,156 595,326

291,682 302,914 316,311 326,817 334,437

40,898 44,174 45,659 48,173 51,331

116,368 128,632 137,762 133,990 128,766

64,972 68,598 72,757 76,125 80,724

... ... ... ... ...

39 31 53 51 68

6,276,500 6,661,900 7,075,000 7,587,700 7,983,800

8.2 8.2 8.1 7.7 7.5

2000 2001 2002 2003 2004

625,060 672,853 714,804 746,756 796,075

352,706 372,370 388,170 399,892 415,082

54,938 59,577 65,645 70,906 78,202

128,458 141,183 149,944 152,084 167,554

88,893 99,663 110,969 123,825 135,185

... ... ... 3 3

63 60 75 47 49

8,632,800 8,637,100 9,149,500 9,487,600 10,049,200

7.2 7.8 7.8 7.9 7.9

2005 2006 2007 2008 2009

850,717 955,067 1,010,452 1,077,065 1,177,916

435,373 460,457 485,881 509,056 557,160

85,394 92,384 99,086 106,301 118,329

180,013 188,989 200,151 232,299 239,260

149,888 213,172 225,271 229,330 263,085

58 4 2 4 3

-9 61 61 75 79

10,610,300 11,389,800 12,000,200 12,502,200 12,094,800

8.0 8.4 8.4 8.6 9.7

2010 2011 2012 2013 2014

1,217,587 1,266,616 1,340,778 g 1,387,333 1,453,018

577,448 596,212 637,948 672,175 706,821

124,191 128,935 136,878 140,071 141,622

244,463 252,944 262,895 g 261,906 264,852

271,429 288,480 303,008 g 313,094 339,637

2 1 1 3 2

54 44 48 84 83

12,477,100 13,254,500 13,915,100 14,068,400 14,694,200

9.8 9.6 9.6 9.9 9.9


Hospital Insurance

Supplementary Medical

d

Insurance c

Old-Age and Survivors Insurance


Total benefits as Personal a percentage of e income personal income

SOURCES: Department of the Treasury; Centers for Medicare & Medicaid Services; and Bureau of Economic Analysis. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; (L) = less than 0.05 percent. a. The amounts of benefits paid generally do not reflect occasional adjustments such as reimbursements for uncashed checks, reimbursements to correct earlier accounting errors, and interfund transfers to correct earlier allocation errors. b. For 1937–1939, refunds and lump-sum death payments under the Social Security Act of 1935. c. Beginning with 2006, SMI amounts include both Part B and estimated Part D payments. d. Vocational rehabilitation services to disabled workers and disabled children under the 1965 Amendments to the Social Security Act and to disabled widow(er)s under the 1967 Amendments to the Social Security Act. e. Figures are subject to revision. f. Between -$500,000 and $500,000. g. Data have been revised to account for the reclassification of some Medicare benefits. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.A OASDI: Trust Funds Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2014 (in millions of dollars) Retired-worker and dependents benefits

Survivors benefits

Wives and husbands

Children

Children

Widowed mothers and fathers

Lump-sum death payments

Year

Total

Retired workers

Parents

Special age-72 beneficiaries

1937 1938 1939

1 10 14

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

1 10 14

1940 1945 1950

35 274 961

15 126 557

2 21 88

b 2 6

3 52 135

2 27 49

b 20 89

b 1 3

... ... ...

9 26 33

1955 1956 1957 1958 1959

4,968 5,715 7,347 8,327 9,842

3,253 3,793 4,888 5,567 6,548

466 536 756 851 982

29 33 43 56 77

532 581 651 720 855

163 177 198 223 263

396 469 653 757 921

16 17 19 20 25

... ... ... ... ...

113 109 139 133 171

1960 1961 1962 1963 1964

10,677 11,862 13,356 14,217 14,914

7,053 7,802 8,813 9,391 9,854

1,051 1,124 1,216 1,258 1,277

92 106 134 146 150

945 1,080 1,171 1,222 1,275

286 316 336 348 354

1,057 1,232 1,470 1,612 1,754

28 31 34 34 33

... ... ... ... ...

164 171 183 206 216

1965 1966 1967 1968 1969

16,737 18,267 19,468 22,642 24,209

10,984 11,727 12,372 14,278 15,385

1,383 1,429 1,456 1,673 1,750

175 216 221 253 260

1,515 1,812 1,855 2,207 2,322

388 415 420 478 490

2,041 2,351 2,545 3,117 3,371

35 35 34 37 36

... 44 313 330 303

217 237 252 269 291

1970 1971 1972 1973 1974

28,796 33,413 37,122 45,741 51,618

18,438 21,544 24,143 29,336 33,369

2,029 2,323 2,532 3,000 3,309

303 352 382 457 533

2,760 3,168 3,433 4,002 4,399

574 630 679 801 898

4,055 4,763 5,326 7,505 8,497

39 41 43 48 49

305 285 263 264 237

294 306 320 329 327

1975 1976 1977 1978 1979

58,509 65,699 73,113 80,352 90,556

38,079 43,083 48,186 53,255 60,379

3,719 4,117 4,559 4,983 5,554

634 736 830 921 1,014

4,888 5,336 5,759 6,093 6,608

1,009 1,113 1,191 1,284 1,409

9,597 10,757 12,068 13,278 15,071

50 51 52 51 52

196 174 157 142 128

337 332 312 344 340

1980 1981 1982 1983 1984

105,074 123,795 138,800 149,502 157,862

70,358 83,614 95,123 103,578 109,957

6,405 7,543 8,539 9,328 9,860

1,142 1,321 1,223 1,143 1,135

7,389 8,307 8,204 7,911 7,775

1,572 1,760 1,861 1,771 1,474

17,638 20,749 23,488 25,425 27,325

55 58 59 56 53

119 110 100 85 71

394 332 203 205 212

1985 1986 1987 1988 1989

167,360 176,845 183,644 195,522 207,977

116,823 123,584 128,513 136,987 146,027

10,517 11,152 11,598 12,292 13,054

1,140 1,166 1,183 1,219 1,249

7,762 7,843 7,846 8,120 8,254

1,474 1,457 1,388 1,392 1,401

29,330 31,345 32,833 35,233 37,723

51 48 44 43 41

57 47 36 29 21

207 203 203 208 206

1990 1991 1992 1993 1994

222,993 240,436 254,939 267,804 279,118

156,756 169,142 179,372 188,440 196,400

13,953 14,986 15,810 16,356 16,854

1,316 1,405 1,494 1,563 1,637

8,564 9,022 9,431 9,897 10,293

1,437 1,490 1,521 1,547 1,551

40,705 44,139 47,060 49,746 52,124

39 38 37 36 34

16 12 9 6 4

206 202 206 214 220

1995 1996 1997 1998 1999

291,682 302,914 316,311 326,817 334,437

205,315 213,423 223,554 232,324 238,478

17,348 17,715 18,154 18,395 18,415

1,715 1,799 1,882 1,940 1,992

10,717 11,217 11,660 11,936 12,125

1,573 1,486 1,466 1,435 1,415

54,761 57,025 59,349 60,540 61,769

32 31 30 29 27

3 1 1 b b

218 218 216 218 216

Widow(er)s a

(Continued)


4.A OASDI: Trust Funds Table 4.A5—Total annual benefits paid from OASI trust fund, by type of benefit, selected years 1937–2014 (in millions of dollars)—Continued Retired-worker and dependents benefits

Survivors benefits

Wives and husbands

Children

Children


Lump-sum death payments

Year

Total

Retired workers

Parents

Special age-72 beneficiaries

2000 2001 2002 2003 2004

352,706 372,370 388,170 399,892 415,082

253,542 268,976 281,624 291,518 304,261

18,969 19,491 19,884 19,951 20,164

2,133 2,332 2,475 2,583 2,714

12,532 13,134 13,690 14,072 14,538

1,406 1,441 1,476 1,486 1,515

63,884 66,758 68,782 70,052 71,660

26 26 25 24 24

b b b b b

214 212 213 206 205

2005 2006 2007 2008 2009

435,373 460,457 485,881 509,056 557,160

321,706 342,865 364,278 383,999 424,044

20,500 21,005 21,571 22,022 23,613

2,888 3,082 3,274 3,482 3,922

15,103 15,814 16,486 17,041 18,071

1,535 1,562 1,573 1,592 1,647

73,411 75,900 78,472 80,692 85,639

24 24 24 23 23

b b b b b

206 204 203 205 201

2010 2011 2012 2013 2014

577,448 596,212 637,948 672,175 706,821

443,390 461,234 497,471 528,862 560,120

24,001 24,176 25,348 26,300 27,484

4,114 4,288 4,583 4,780 4,974

18,024 18,100 18,752 18,923 19,192

1,645 1,647 1,676 1,660 1,638

86,048 86,541 89,896 91,427 93,192

23 22 22 22 21

b b 0 0 ...

203 204 200 201 199

Widow(er)s a

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Amounts by type of benefit are estimated. The amounts of benefits paid generally do not reflect occasional adjustments such as reimbursements for uncashed checks, reimbursements to correct earlier accounting errors, and interfund transfers to correct earlier allocation errors. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Aged widow(er)s and disabled widow(er)s. b. Less than $500,000. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.A OASDI: Trust Funds Table 4.A6—Total annual benefits paid from DI trust fund, by type of benefit, 1957–2014 (in millions of dollars) Year

Total

Disabled workers

Wives and husbands

Children

1957 1958 1959

57 249 457

57 246 390

... 1 29

... 1 38

1960 1961 1962 1963 1964

568 887 1,105 1,210 1,309

489 724 888 965 1,044

32 54 68 73 79

48 109 149 172 186

1965 1966 1967 1968 1969

1,573 1,781 1,939 2,294 2,542

1,246 1,394 1,519 1,804 2,014

95 108 113 131 139

232 280 307 360 389

1970 1971 1972 1973 1974

3,067 3,758 4,473 5,718 6,903

2,448 3,028 3,626 4,676 5,662

165 192 224 281 320

454 539 623 760 920

1975 1976 1977 1978 1979

8,414 9,966 11,463 12,513 13,708

6,908 8,190 9,456 10,315 11,333

385 447 505 541 581

1,121 1,328 1,503 1,657 1,794

1980 1981 1982 1983 1984

15,437 17,199 17,338 17,530 17,900

12,816 14,379 14,811 15,196 15,623

638 684 652 607 536

1,983 2,136 1,875 1,728 1,741

1985 1986 1987 1988 1989

18,836 19,847 20,512 21,692 22,873

16,483 17,409 18,053 19,165 20,314

545 547 532 529 523

1,809 1,890 1,926 1,999 2,036

1990 1991 1992 1993 1994

24,803 27,662 31,091 34,598 37,717

22,113 24,738 27,856 30,913 33,711

531 550 572 572 579

2,159 2,374 2,663 3,112 3,428

1995 1996 1997 1998 1999

40,898 44,174 45,659 48,173 51,331

36,610 39,625 41,083 43,467 46,459

577 515 479 457 433

3,711 4,034 4,098 4,249 4,439

2000 2001 2002 2003 2004

54,938 59,577 65,645 70,906 78,202

49,848 54,244 59,886 64,811 71,685

421 416 423 431 455

4,670 4,917 5,337 5,664 6,062

2005 2006 2007 2008 2009

85,394 92,384 99,086 106,301 118,329

78,381 84,952 91,314 98,104 109,549

483 509 520 534 586

6,531 6,923 7,251 7,664 8,194

2010 2011 2012 2013 2014

124,191 128,935 136,878 140,071 141,622

115,059 119,563 127,155 130,427 132,154

598 608 631 615 598

8,534 8,765 9,092 9,028 8,870

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Amounts by type of benefit are estimated. The amounts of benefits paid generally do not reflect occasional adjustments such as reimbursements for uncashed checks, reimbursements to correct earlier accounting errors, and interfund transfers to correct earlier allocation errors. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.B OASDI: Covered Workers Table 4.B1—Number of workers with taxable earnings, amount of earnings, and Social Security numbers issued, selected years 1937–2014 a

Number (thousands)

Earnings Total in covered

With maximum earnings

b

d

Reported taxable a

Average per worker (dollars)

Social Security numbers

New entrants into covered employment c

employment (millions of dollars)

Amount (millions of dollars)

Percentage of total

Total earnings d

Reported taxable

issued e (thousands)

Year

Total

1937 1940 1945

32,900 35,390 46,390

1,031 1,196 6,361

32,900 4,430 3,480

32,200 35,700 71,600

29,620 32,970 62,950

92.0 92.4 87.9

979 1,009 1,543

900 932 1,357

37,139 5,227 3,321

1950 1951 1952 1953 1954

48,280 58,120 59,580 60,840 59,610

13,936 14,270 16,606 19,013 18,866

2,520 6,000 3,500 3,090 2,360

109,800 148,900 159,900 173,000 171,900

87,500 120,770 128,640 135,870 133,520

79.7 81.1 80.5 78.5 77.7

2,274 2,562 2,684 2,844 2,884

1,812 2,078 2,159 2,233 2,240

2,891 4,927 4,363 3,464 2,743

1955 1956 1957 1958 1959

65,200 67,610 70,590 69,770 71,700

16,704 19,236 21,095 21,328 19,112

4,760 3,660 3,380 2,450 3,180

196,100 216,800 233,900 236,500 255,000

157,540 170,720 181,380 180,720 202,310

80.3 78.8 77.5 76.4 79.3

3,008 3,207 3,314 3,390 3,556

2,416 2,525 2,569 2,590 2,822

4,323 4,376 3,639 2,290 3,388

1960 1961 1962 1963 1964

72,530 72,820 74,280 75,540 77,430

20,310 21,265 23,154 24,570 26,717

3,130 2,990 3,360 3,520 3,890

265,200 270,700 289,000 302,300 324,500

207,000 209,640 219,050 225,550 236,390

78.1 77.4 75.8 74.6 72.8

3,656 3,717 3,891 4,002 4,191

2,854 2,879 2,949 2,986 3,053

3,415 3,370 4,519 8,617 5,623

1965 1966 1967 1968 1969

80,680 84,600 87,040 89,380 92,060

29,136 20,498 22,948 19,120 22,577

4,620 5,080 4,530 4,830 5,160

351,700 390,700 422,300 460,000 502,800

250,730 312,540 329,960 375,840 402,550

71.3 80.0 78.1 81.7 80.1

4,359 4,618 4,852 5,147 5,462

3,108 3,694 3,791 4,205 4,373

6,131 6,506 5,920 5,862 6,289

1970 1971 1972 1973 1974

93,090 93,340 96,240 99,830 101,330

24,224 26,404 24,074 20,250 15,310

4,440 4,470 5,150 5,670 4,940

531,600 559,700 617,900 686,700 746,700

415,600 426,960 484,110 561,850 636,760

78.2 76.3 78.3 81.8 85.3

5,711 5,996 6,420 6,879 7,369

4,464 4,574 5,030 5,628 6,284

6,132 6,401 9,564 10,038 7,998

1975 1976 1977 1978 1979

100,200 102,600 105,800 110,600 112,700

15,070 15,330 15,700 17,050 11,236

4,120 4,700 5,070 5,460 4,883

787,600 874,700 960,100 1,092,600 1,222,200

664,660 737,700 816,550 915,600 1,067,000

84.4 84.3 85.0 83.8 87.3

7,860 8,525 9,075 9,879 10,845

6,633 7,190 7,718 8,278 9,468

8,164 9,043 7,724 5,260 5,213

1980 1981 1982 1983 1984

113,000 113,000 111,800 112,100 116,300

9,903 8,594 7,929 7,044 7,421

4,243 4,090 3,408 3,914 4,743

1,328,800 1,450,900 1,516,600 1,615,200 1,800,800

1,180,700 1,294,100 1,365,300 1,454,100 1,608,800

88.9 89.2 90.0 90.0 89.3

11,759 12,840 13,565 14,409 15,484

10,449 11,452 12,212 12,971 13,833

5,984 5,581 5,362 6,699 5,980

1985 1986 1987 1988 1989

119,800 122,900 125,600 129,600 131,700

7,766 7,624 7,735 8,483 8,110

4,756 4,641 4,956 5,489 4,856

1,936,800 2,081,800 2,237,000 2,432,800 2,578,700

1,722,600 1,844,400 1,960,000 2,088,400 2,239,500

88.9 88.6 87.6 85.8 86.8

16,167 16,939 17,811 18,772 19,580

14,379 15,007 15,605 16,114 17,005

5,720 5,711 11,621 11,370 8,049

1990 1991 1992 1993 1994

133,600 133,000 134,000 136,100 138,200

7,575 7,483 7,667 7,617 7,518

4,012 3,541 3,918 4,204 4,591

2,703,800 2,760,500 2,917,800 3,022,900 3,197,000

2,358,000 2,422,500 2,532,900 2,636,100 2,785,200

87.2 87.8 86.8 87.2 87.1

20,238 20,756 21,775 22,211 23,133

17,650 18,214 18,902 19,369 20,153

9,054 7,509 6,819 5,893 5,816 (Continued)


4.B OASDI: Covered Workers Table 4.B1—Number of workers with taxable earnings, amount of earnings, and Social Security numbers issued, selected years 1937–2014—Continued a

Number (thousands)

Earnings Total in covered

With maximum earnings

b

Reported taxable a


Social Security numbers

New entrants into covered employment c

employment d (millions of dollars)


Percentage of total

Total earnings d

Reported taxable

issued e (thousands)

Year

Total

1995 1996 1997 1998 1999

141,000 143,400 146,145 148,786 151,333

8,191 8,682 9,022 9,372 9,209

4,621 4,620 4,710 4,904 4,966

3,401,800 3,587,600 3,858,721 4,172,641 4,467,110

2,919,100 3,073,500 3,285,000 3,524,900 3,749,600

85.8 85.7 85.1 84.5 83.9

24,126 25,018 26,403 28,045 29,518

20,703 21,433 22,478 23,691 24,777

5,465 5,533 5,413 5,288 5,306

2000 2001 2002 2003 2004

154,732 155,416 154,893 154,576 156,405

9,556 9,213 8,416 8,494 9,225

5,014 4,425 4,279 4,190 4,641

4,819,870 4,919,536 4,938,294 5,068,917 5,370,545

4,008,500 4,167,900 4,250,100 4,355,000 4,554,500

83.2 84.7 86.1 85.9 84.8

31,150 31,654 31,882 32,792 34,337

25,906 26,818 27,439 28,174 29,120

5,476 5,883 5,699 5,372 6,065

2005 2006 2007 2008 2009

158,511 161,052 162,928 162,532 157,940

9,652 9,741 10,009 9,764 8,609

4,983 5,162 4,994 4,335 3,509

5,668,730 6,049,719 6,381,306 6,496,180 6,184,514

4,766,000 5,043,400 5,268,200 5,432,800 5,271,200

84.1 83.4 82.6 83.6 85.2

35,762 37,564 39,166 39,969 39,157

30,067 31,315 32,335 33,426 33,375

5,280 5,662 5,906 5,785 5,548

2010 2011 f 2012 f 2013 g 2014 h

157,329 158,956 161,261 163,355 165,603

8,980 9,847 9,889 9,799 --

4,164 4,586 4,963 5,357 --

6,311,979 6,585,849 6,918,990 7,117,974 7,454,964

5,307,100 5,485,600 5,708,600 5,936,714 6,163,465

84.1 83.3 82.5 83.4 82.7

40,120 41,432 42,906 43,574 45,017

33,732 34,510 35,400 36,342 37,218

5,442 5,354 5,490 5,762 5,652

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Economic Analysis; and Bureau of Labor Statistics. NOTE: -- = not available. a. Relates to wage and salary workers from 1937 to 1950. Beginning in 1951, includes self-employment. Reported taxable earnings include Social Security taxable wages as reported by employers and Social Security taxable self-employment income as reported by self-employed individuals. See Table 2.A3 for annual maximum taxable earnings. b. Subject to revision. c. Workers reported with first taxable earnings under program in specified year. From 1937 to 2013, 364.7 million different persons reported with taxable earnings. d. Total wages, including estimated amounts above taxable limit, from 1937 to 1950. Beginning in 1951, also includes reported total net earnings of self-employed persons. e. Excludes railroad account numbers. Since program began, 481.4 million Social Security numbers have been issued. Some individuals have been issued more than one number. f. Preliminary data. g. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics. h. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B2—Number with taxable earnings and amount of earnings, by type of earnings, 1951–2014 Wage and salary

Year

Wage and salary

Selfemployed

Total in covered employment b (millions of dollars)

1951 1952 1953 1954

54,630 56,060 57,220 55,940

4,190 4,240 4,340 4,350

132,500 143,500 156,000 155,100

111,250 118,880 125,840 123,410

1955 1956 1957 1958 1959

59,560 61,560 64,730 64,040 66,000

6,810 7,390 7,150 7,130 7,060

171,600 188,500 205,500 208,000 225,100

1960 1961 1962 1963 1964

66,980 67,360 68,890 70,310 72,230

6,870 6,790 6,720 6,590 6,480

1965 1966 1967 1968 1969

75,430 79,460 82,020 84,470 87,200

1970 1971 1972 1973 1974

a

Number (thousands)

Reported taxable Amount c Percentage of total (millions of wages dollars)

Self-employed Average per worker (dollars)

Total in covered employ-


Reported taxable Amount c Percentage (millions of of total selfdollars) employment

Total wages b

Reported taxable c

ment d (millions of dollars)

84.0 82.8 80.7 79.6

2,425 2,560 2,726 2,773

2,036 2,121 2,199 2,206

16,400 16,400 17,000 16,800

9,520 9,760 10,030 10,110

141,810 153,010 163,990 163,140 183,620

82.6 81.2 79.8 78.4 81.6

2,881 3,062 3,175 3,248 3,411

2,381 2,486 2,533 2,547 2,782

24,500 28,300 28,400 28,500 29,900

236,000 240,700 257,700 270,600 290,900

188,580 190,850 200,130 206,840 217,430

79.9 79.3 77.7 76.4 74.7

3,523 3,573 3,741 3,849 4,027

2,815 2,833 2,905 2,942 3,010

6,550 6,630 6,470 6,570 6,350

311,400 346,700 377,500 413,600 455,700

230,830 287,860 305,670 348,500 375,010

74.1 83.0 81.0 84.3 82.3

4,128 4,363 4,603 4,896 5,226

88,180 88,460 91,220 94,610 96,190

6,270 6,290 6,600 7,100 7,040

483,600 509,000 563,300 624,400 681,600

388,680 399,550 452,050 523,450 594,400

80.4 78.5 80.3 83.8 87.2

1975 1976 1977 1978 1979

94,900 97,230 100,450 104,810 106,900

7,000 7,400 7,480 8,040 8,200

717,200 797,200 879,500 998,900 1,122,000

621,100 689,200 763,600 856,100 997,500

1980 1981 1982 1983 1984

107,200 107,300 105,800 105,900 109,900

8,200 8,250 8,550 9,200 9,900

1,231,000 1,352,000 1,418,000 1,502,000 1,671,500

1985 1986 1987 1988 1989

113,100 115,900 118,200 122,100 123,900

10,600 11,200 12,000 12,400 12,900

1990 1991 1992 1993 1994

126,100 125,200 126,000 128,100 130,100

12,500 12,800 13,100 13,200 13,300

Total earnings d

Reported

58.0 59.5 59.0 60.2

3,914 3,868 3,917 3,862

2,272 2,302 2,311 2,324

15,730 17,710 17,390 17,580 18,690

64.2 62.6 61.2 61.7 62.5

3,598 3,829 3,972 3,997 4,235

2,310 2,396 2,432 2,466 2,647

29,200 30,000 31,300 31,700 33,600

18,420 18,790 18,920 18,710 18,960

63.1 62.6 60.4 59.0 56.4

4,250 4,418 4,658 4,810 5,185

2,681 2,767 2,815 2,839 2,926

3,060 3,623 3,727 4,126 4,301

40,300 44,000 44,800 46,400 47,100

19,900 24,680 24,290 27,340 27,540

49.4 56.1 54.2 58.9 58.5

6,153 6,637 6,924 7,062 7,417

3,038 3,722 3,754 4,161 4,337

5,484 5,754 6,175 6,600 7,086

4,408 4,517 4,956 5,533 6,179

48,000 50,700 54,600 62,300 65,200

26,920 27,410 32,060 38,400 42,360

56.1 54.1 58.7 61.6 65.0

7,656 8,060 8,273 8,775 9,261

4,293 4,358 4,858 5,408 6,017

86.6 86.4 86.8 85.7 88.9

7,557 8,199 8,935 9,531 10,496

6,545 7,088 7,602 8,168 9,331

70,400 76,800 80,600 93,700 100,200

43,560 48,500 52,950 59,500 69,500

61.9 63.2 65.7 63.5 69.4

10,057 10,378 10,775 11,654 12,220

6,223 6,554 7,079 7,400 8,476

1,109,000 1,220,000 1,290,000 1,369,000 1,515,000

90.1 90.2 91.0 91.1 90.6

11,483 12,600 13,403 14,183 15,209

10,345 11,370 12,193 12,927 13,785

97,800 98,900 98,600 113,200 129,300

71,700 74,100 75,300 85,100 93,800

73.3 74.9 76.4 75.2 72.5

11,927 11,988 11,532 12,304 13,061

8,744 8,982 8,807 9,250 9,475

1,794,500 1,921,000 2,057,100 2,224,700 2,367,800

1,621,000 1,730,800 1,835,100 1,952,000 2,096,000

90.3 90.1 89.2 87.7 88.5

15,866 16,575 17,404 18,220 19,111

14,332 14,934 15,525 15,987 16,917

142,300 160,800 179,900 208,100 210,900

101,600 113,600 124,900 136,400 143,500

71.4 70.6 69.4 65.5 68.0

13,425 14,357 14,992 16,782 16,349

9,585 10,143 10,408 11,000 11,124

2,510,000 2,565,000 2,711,000 2,808,900 2,964,100

2,222,000 2,283,000 2,386,000 2,483,400 2,624,500

88.5 89.0 88.0 88.4 88.5

19,905 20,487 21,516 21,927 22,783

17,621 18,235 18,937 19,386 20,173

193,800 195,500 206,800 214,000 232,900

136,000 139,500 146,600 152,700 160,700

70.2 71.4 71.0 71.4 69.0

15,504 15,273 15,786 16,212 17,511

10,880 10,898 11,214 11,568 12,083

taxable c

(Continued)


4.B OASDI: Covered Workers Table 4.B2—Number with taxable earnings and amount of earnings, by type of earnings, 1951–2014—Continued Wage and salary

Year

Wage and salary

Selfemployed

Total in covered employment b (millions of dollars)

1995 1996 1997 1998 1999

132,800 135,100 137,765 140,386 142,703

13,500 13,900 14,020 14,230 14,500

3,159,100 3,331,900 3,586,721 3,882,341 4,159,210

2,754,300 2,901,700 3,104,300 3,333,700 3,547,300

2000 2001 2002 2003 2004

146,097 146,596 145,793 145,101 146,662

14,675 14,930 15,249 15,969 16,496

4,494,170 4,586,990 4,596,694 4,708,439 4,973,650

2005 2006 2007 2008 2009

148,530 150,787 152,474 152,225 147,375

17,098 17,724 18,214 17,973 17,901

2010 2011 e 2012 e 2013 f 2014 g

146,734 147,920 150,144 152,378 154,762

17,944 18,801 19,044 18,609 18,621

a

Number (thousands)

Reported taxable Amount c Percentage of total (millions of wages dollars)

Self-employed Average per worker (dollars)

Total in covered employ-


Reported taxable Amount c Percentage (millions of of total selfdollars) employment

Total wages b

Reported taxable c

ment d (millions of dollars)

87.2 87.1 86.5 85.9 85.3

23,788 24,662 26,035 27,655 29,146

20,740 21,478 22,533 23,747 24,858

242,700 255,700 272,000 290,300 307,900

164,800 171,800 180,700 191,200 202,300

3,798,400 3,950,100 4,021,800 4,114,000 4,295,900

84.5 86.1 87.5 87.4 86.4

30,762 31,290 31,529 32,449 33,912

25,999 26,945 27,586 28,353 29,291

325,700 332,546 341,600 360,478 396,895

5,231,330 5,585,095 5,900,235 6,021,007 5,735,498

4,490,500 4,751,700 4,973,300 5,140,600 4,985,700

85.8 85.1 84.3 85.4 86.9

35,221 37,040 38,697 39,553 38,918

30,233 31,513 32,617 33,770 33,830

5,858,149 6,090,485 6,380,698 6,547,005 6,864,890

5,021,200 5,175,800 5,382,000 5,581,000 5,798,197

85.7 85.0 84.3 85.2 84.5

39,924 41,174 42,497 42,966 44,358

34,220 34,991 35,846 36,626 37,465

Total earnings d

Reported

67.9 67.2 66.4 65.9 65.7

17,978 18,396 19,401 20,401 21,234

12,207 12,360 12,889 13,436 13,952

210,100 217,800 228,300 241,000 258,600

64.5 65.5 66.8 66.9 65.2

22,194 22,274 22,401 22,574 24,060

14,317 14,588 14,971 15,092 15,677

437,400 464,624 481,071 475,173 449,016

275,500 291,700 294,900 292,200 285,500

63.0 62.8 61.3 61.5 63.6

25,582 26,214 26,412 26,438 25,083

16,113 16,458 16,191 16,258 15,949

453,830 495,364 538,292 570,969 590,074

285,900 309,800 326,600 355,714 365,268

63.0 62.5 60.7 62.3 61.9

25,291 26,348 28,266 30,682 31,689

15,933 16,478 17,150 19,115 19,616

taxable c

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Economic Analysis; and Bureau of Labor Statistics. NOTE: See Table 4.B1 for wage and salary data before 1951. a. Represents total number in specified type of employment. Persons with both types of covered employment during the year are included in each type. b. Total wages, including estimated amounts above the taxable limit. c. Includes Social Security taxable wages as reported by employers and Social Security taxable self-employment income as reported by self-employed individuals. See Table 2.A3 for annual maximum taxable earnings. d. Reported self-employment net earnings. e. Preliminary data. f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics. g. Preliminary estimates based on data from Bureau of Labor Statistics and the Bureau of Economic Analysis. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B3—Number of workers and median annual earnings, by type of earnings and sex, selected years 1937–2013 All workers Year

Total

a

Men

Wage and salary Women

Subtotal

Self-employed

Men

Number (thousands)

b

Women

Subtotal

Men

Women

c

1937 1940 1945 1950 1955

32,900 35,390 46,390 48,280 65,200

23,810 25,570 28,820 32,620 43,140

9,090 9,820 17,570 15,660 22,060

32,900 35,390 46,390 48,280 59,560

23,810 25,570 28,820 32,620 38,240

9,090 9,820 17,570 15,660 21,320

... ... ... ... 6,810

... ... ... ... 5,980

... ... ... ... 830

1960 1965 1970 1975 1980

72,530 80,680 93,090 100,200 113,000

47,900 51,990 57,330 59,520 64,288

24,630 28,690 35,760 40,680 48,712

66,980 75,430 88,180 94,900 107,200

43,100 47,500 53,180 55,140 59,751

23,880 27,930 35,000 39,760 47,449

6,870 6,550 6,270 7,000 8,200

5,990 5,640 5,370 5,790 6,407

880 910 900 1,210 1,793

1985 1986 1987 1988 1989

119,800 122,900 125,600 129,600 131,700

66,113 67,412 68,591 70,596 71,517

53,687 55,488 57,009 59,004 60,183

113,100 115,900 118,200 122,100 123,900

61,285 62,398 63,306 65,270 66,105

51,815 53,502 54,894 56,830 57,795

10,600 11,200 12,000 12,400 12,900

7,623 7,932 8,450 8,630 8,842

2,977 3,268 3,550 3,770 4,058

1990 1991 1992 1993 1994

133,600 133,000 134,000 136,100 138,200

72,291 71,787 72,016 73,154 73,989

61,309 61,213 61,984 62,946 64,211

126,100 125,200 126,000 128,100 130,100

67,064 66,406 66,543 67,673 68,481

59,036 58,794 59,457 60,427 61,619

12,500 12,800 13,100 13,200 13,300

8,526 8,669 8,797 8,840 8,840

3,974 4,131 4,303 4,360 4,460

1995 1996 1997 1998 1999

141,000 143,400 146,145 148,786 151,333

75,444 76,241 77,498 78,671 80,042

65,556 67,158 68,647 70,115 71,291

132,800 135,100 137,765 140,386 142,703

69,900 70,670 71,910 73,111 74,376

62,900 64,429 65,855 67,275 68,327

13,500 13,900 14,020 14,230 14,500

8,908 9,074 9,078 9,108 9,224

4,592 4,826 4,942 5,122 5,276

2000 2001 2002 2003 2004

154,732 155,416 154,893 154,576 156,405

81,654 82,006 81,568 81,263 82,103

73,078 73,410 73,325 73,313 74,302

146,097 146,596 145,793 145,101 146,662

76,033 76,303 75,711 75,200 75,910

70,064 70,293 70,082 69,901 70,752

14,675 14,930 15,249 15,969 16,496

9,277 9,354 9,442 9,860 10,088

5,398 5,576 5,807 6,109 6,408

2005 2006 2007 2008 2009

158,511 161,052 162,928 162,532 157,940

83,073 84,284 85,134 84,794 81,903

75,438 76,768 77,794 77,738 76,037

148,530 150,787 152,474 152,225 147,375

76,758 77,820 78,612 78,444 75,522

71,772 72,967 73,862 73,781 71,853

17,098 17,724 18,214 17,973 17,901

10,395 10,705 10,891 10,591 10,405

6,703 7,019 7,323 7,382 7,496

2010 2011 d d 2012 d 2013

157,329 158,956 161,261 163,355

81,542 82,502 83,750 84,838

75,787 76,454 77,511 78,517

146,734 147,920 150,144 152,378

75,164 76,001 77,256 78,482

71,570 71,919 72,888 73,896

17,944 18,801 19,044 18,609

10,399 10,710 10,748 10,411

7,545 8,091 8,296 8,198 (Continued)


4.B OASDI: Covered Workers Table 4.B3—Number of workers and median annual earnings, by type of earnings and sex, selected years 1937–2013—Continued All workers a Total

Year

Men

Wage and salary Women

Subtotal

Men

Median earnings

e

Self-employed

b

Women

Subtotal

Men

Women

(dollars)

1937 1940 1945 1950 1955

761 746 1,159 1,926 2,438

945 935 1,654 2,532 3,315

484 472 770 1,124 1,351

761 746 1,159 1,926 2,383

945 935 1,654 2,532 3,348

484 472 770 1,124 1,338

... ... ... ... 2,397

... ... ... ... 2,550

... ... ... ... 1,552

1960 1965 1970 1975 1980

2,894 3,414 4,375 5,803 8,549

3,879 4,685 6,180 8,250 11,963

1,679 1,984 2,735 3,730 6,012

2,833 3,319 4,317 5,790 8,612

3,875 4,630 6,173 8,315 12,166

1,676 1,979 2,770 3,794 6,106

2,903 3,858 5,104 6,700 8,699

3,129 4,242 5,683 7,846 10,572

1,695 1,898 2,360 3,113 4,133

1985 1986 1987 1988 1989

11,265 11,831 12,327 12,825 13,314

14,959 15,579 16,073 16,613 17,014

8,293 8,796 9,261 9,753 10,265

11,638 12,064 12,576 13,086 13,762

15,706 16,025 16,559 17,055 17,800

8,525 9,019 9,500 9,992 10,577

9,877 10,424 10,886 11,478 11,602

12,301 12,908 13,401 14,090 14,538

5,529 6,152 6,573 7,036 7,010

1990 1991 1992 1993 1994

13,898 14,278 14,739 15,000 15,560

17,582 17,765 18,208 18,430 19,249

10,837 11,369 11,842 12,093 12,422

14,432 14,859 15,386 15,665 16,010

18,483 18,730 19,292 19,516 19,969

11,199 11,767 12,268 12,546 12,807

11,220 11,125 11,392 11,595 12,051

14,097 13,703 13,966 14,128 14,737

6,898 7,186 7,452 7,720 8,002

1995 1996 1997 1998 1999

16,108 16,712 17,562 18,513 19,265

19,907 20,779 21,814 23,028 23,927

12,897 13,335 14,043 14,834 15,465

16,618 17,256 18,127 19,103 19,885

20,672 21,591 22,693 23,920 24,839

13,296 13,763 14,482 15,290 15,938

12,198 12,481 12,910 13,462 14,051

14,931 15,300 15,911 16,565 17,338

8,301 8,628 8,944 9,365 9,784

2000 2001 2002 2003 2004

20,225 20,905 21,193 21,610 22,335

25,032 25,643 25,765 26,173 27,061

16,287 17,037 17,461 17,845 18,421

20,885 21,629 21,987 22,473 23,242

25,999 26,647 26,892 27,364 28,305

16,801 17,595 18,085 18,497 19,138

14,927 15,010 14,429 14,512 14,912

18,538 18,681 17,761 17,998 18,430

10,270 10,470 10,514 10,678 11,100

2005 2006 2007 2008 2009

22,985 23,857 24,595 25,206 24,807

27,886 28,918 29,741 30,245 29,311

18,886 19,598 20,360 21,046 21,143

23,905 24,843 25,685 26,383 26,121

29,154 30,262 31,188 31,814 31,000

19,633 20,396 21,213 22,021 22,256

15,543 15,889 15,727 15,441 14,408

19,289 19,769 19,525 19,301 17,780

11,559 11,911 12,082 12,237 12,006

2010 2011 d d 2012 d 2013

24,921 25,510 26,098 26,605

29,533 30,358 31,193 31,775

21,136 21,486 21,904 22,314

26,300 26,907 27,490 27,986

31,279 32,104 32,876 33,435

22,327 22,731 23,126 23,517

14,152 14,896 15,363 15,107

17,583 18,707 19,392 19,362

11,961 12,340 12,762 12,926

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTE: . . . = not applicable. a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. b. Not covered before 1951. c. Totals do not necessarily equal the sum of rounded components. d. Preliminary data. e. For all workers, medians relate to combined earnings from wage and salary employment and self-employment. For all wage and salary workers, medians relate to wages and salaries only. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B4—Percentage of workers with earnings below annual maximum taxable, by sex, selected years 1937–2013 All workers

a

All self-employed workers

Year

Total

Men

Women

Total

Men

Women


1937 1940 1945

96.9 96.6 86.3

95.8 95.4 78.6

99.7 99.7 98.9

... ... ...

... ... ...

... ... ...

3,000 3,000 3,000

1950 1951 1952 1953 1954

71.1 75.5 72.1 68.8 68.4

59.9 64.6 60.0 55.5 55.4

94.6 96.7 95.4 93.8 93.0

... 65.4 64.1 62.9 62.6

... 62.6 61.2 59.5 58.8

... 83.3 83.5 83.1 82.8

3,000 3,600 3,600 3,600 3,600

1955 1956 1957 1958 1959

74.4 71.6 70.1 69.4 73.3

63.4 59.7 58.7 58.4 62.7

95.9 94.5 93.1 91.8 94.3

74.0 71.2 69.6 68.8 72.0

72.3 69.1 67.2 66.3 69.6

86.3 86.0 85.5 85.7 88.0

4,200 4,200 4,200 4,200 4,800

1960 1961 1962 1963 1964

72.0 70.8 68.8 67.5 65.5

60.9 59.6 57.1 55.5 53.1

93.5 92.4 91.1 90.0 88.5

71.6 70.3 67.9 66.3 63.8

69.2 67.8 65.3 63.4 60.5

87.7 86.9 85.3 85.3 84.4

4,800 4,800 4,800 4,800 4,800

1965 1966 1967 1968 1969

63.9 75.8 73.6 78.6 75.5

51.0 64.4 61.5 68.0 62.8

87.3 95.6 94.2 96.3 96.0

59.5 68.3 66.7 70.3 68.3

55.8 65.0 63.2 67.2 65.0

82.5 88.4 87.5 89.7 89.1

4,800 6,600 6,600 7,800 7,800

1970 1971 1972 1973 1974

74.0 71.7 75.0 79.7 84.9

61.8 59.1 62.9 68.9 76.2

93.5 91.7 93.9 96.2 97.8

67.8 66.7 68.8 71.1 75.7

64.3 63.3 65.0 67.4 72.1

88.3 86.2 89.7 91.0 94.0

7,800 7,800 9,000 10,800 13,200

1975 1976 1977 1978 1979

84.9 85.1 85.2 84.6 90.0

76.4 76.3 76.3 75.4 83.6

97.5 97.5 97.5 97.1 98.6

77.8 78.6 79.3 79.3 84.3

74.4 75.1 75.8 75.6 81.3

93.9 94.3 94.1 94.0 95.9

14,100 15,300 16,500 17,700 22,900

1980 1981 1982 1983 1984

91.2 92.4 92.9 93.7 93.6

85.5 87.4 88.3 89.6 89.4

98.8 99.0 98.9 99.0 98.9

86.9 89.4 91.0 92.0 91.8

84.2 87.1 88.8 90.0 89.7

96.6 97.2 97.7 97.7 97.6

25,900 29,700 32,400 35,700 37,800

1985 1986 1987 1988 1989

93.5 93.8 93.9 93.5 93.8

89.3 89.7 89.9 89.4 90.1

98.8 98.7 98.6 98.3 98.3

92.0 92.3 92.5 91.7 92.4

89.8 90.2 90.4 89.4 90.1

97.5 97.5 97.5 97.1 97.3

39,600 42,000 43,800 45,000 48,000

1990 1991 1992 1993 1994

94.3 94.4 94.3 94.4 94.6

90.9 91.1 91.0 91.3 91.4

98.4 98.3 98.1 98.1 98.1

93.3 93.6 93.6 93.7 93.9

91.3 91.6 91.7 91.9 92.0

97.7 97.7 97.6 97.4 97.5

51,300 53,400 55,500 57,600 60,600 (Continued)


4.B OASDI: Covered Workers Table 4.B4—Percentage of workers with earnings below annual maximum taxable, by sex, selected years 1937–2013—Continued All workers

a


Year

Total

Men

Women

Total

Men

Women


1995 1996 1997 1998 1999

94.2 93.9 93.8 93.7 93.9

91.0 90.6 90.5 90.3 90.7

97.9 97.7 97.6 97.5 97.5

93.9 93.9 93.8 94.0 94.2

92.0 92.0 91.9 92.2 92.3

97.5 97.4 97.3 97.3 97.4

61,200 62,700 65,400 68,400 72,600

2000 2001 2002 2003 2004

93.8 94.1 94.6 94.5 94.1

90.6 91.0 91.8 91.8 91.2

97.4 97.5 97.7 97.5 97.3

92.5 93.0 94.9 95.0 94.8

90.1 90.8 93.2 93.4 93.1

96.6 96.8 97.7 97.6 97.5

76,200 80,400 84,900 87,000 87,900

2005 2006 2007 2008 2009

93.9 94.0 93.9 94.0 94.5

91.0 91.1 91.0 91.2 92.0

97.1 97.1 97.0 97.0 97.3

94.7 95.0 95.2 95.5 96.0

93.0 93.2 93.5 93.8 94.4

97.4 97.7 97.8 98.0 98.3

90,000 94,200 97,500 102,000 106,800

2010 2011 b 2012 b 2013 b

94.3 93.8 93.9 94.0

91.7 91.1 91.2 91.4

97.1 96.8 96.8 96.8

96.0 95.8 95.6 95.7

94.3 94.0 93.8 93.9

98.2 98.1 98.0 98.0

106,800 106,800 110,100 113,700

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: Because the process for generating the estimates is under review, all percentages are subject to revision. . . . = not applicable. a. From 1937 to 1950, relates to wage and salary workers. Beginning in 1951, includes self-employed workers. b. Preliminary data. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B5—Number of workers, by sex and age, selected years 1937–2013 (in thousands) Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

1937 1940 1945 1950 1955 1960 1965

32,900 35,390 46,390 48,280 65,200 72,530 80,680

3,277 2,963 6,313 4,469 5,410 6,328 8,556

6,302 6,481 5,908 7,057 7,065 8,749 11,066

5,480 5,794 5,571 6,732 7,499 7,461 8,261

4,413 4,904 5,495 5,991 7,801 7,812 7,488

3,688 3,930 5,288 5,609 7,458 8,301 8,120

3,055 3,342 4,623 5,016 7,222 7,938 8,550

1970 1975 1980 1985 1990

93,090 100,200 113,000 119,800 133,600

10,790 11,939 12,372 10,685 10,907

14,945 16,419 18,403 17,727 16,760

10,587 13,852 16,464 18,012 18,701

8,492 10,304 14,184 16,193 18,696

8,028 8,644 10,982 14,276 17,008

1995 1996 1997 1998 1999

141,000 143,400 146,145 148,786 151,333

10,832 11,156 11,402 11,904 12,241

15,465 15,251 15,486 15,712 16,106

17,078 17,184 17,156 17,010 16,754

18,692 18,389 18,033 17,694 17,517

2000 2001 2002 2003 2004

154,732 155,416 154,893 154,576 156,405

12,413 11,753 11,045 10,483 10,558

16,703 16,981 17,015 17,018 17,201

16,438 16,081 15,952 15,904 16,216

2005 2006 2007 2008 2009

158,511 161,052 162,928 162,532 157,940

10,850 11,130 11,107 10,302 8,654

17,359 17,545 17,636 17,535 16,820

2010 2011 b 2012 b 2013 b

157,329 158,956 161,261 163,355

8,109 7,950 8,093 8,365

17,000 17,421 17,795 18,177

45–49

70–71

72 or older

97 451 975 979 2,091 1,989 2,027

... 106 214 210 537 419 424

... 152 333 306 734 912 943

2,692 2,543 2,632 2,726 2,854

2,362 2,139 2,292 2,206 2,687

475 444 491 489 605

1,003 951 1,046 1,097 1,362

2,440 2,520 2,569 2,687 2,759

2,777 2,804 2,902 2,991 3,087

2,836 2,863 2,913 2,970 3,013

699 698 731 753 771

1,704 1,772 1,865 1,932 1,962

9,681 10,288 10,936 11,387 11,987

2,876 2,989 3,266 3,506 3,490

3,243 3,331 3,425 3,554 3,883

3,159 3,230 3,301 3,425 3,584

829 828 813 825 851

2,083 2,107 2,150 2,226 2,280

15,845 16,376 16,788 17,045 16,884

12,591 13,038 13,278 13,534 13,748

3,416 3,798 4,462 4,639 4,446

4,181 4,373 4,416 4,650 5,116

3,754 3,962 4,276 4,501 4,549

904 958 967 1,022 1,037

2,357 2,453 2,568 2,642 2,646

16,922 17,103 17,231 17,232

14,039 14,441 14,827 15,127

4,422 4,574 4,838 4,974

5,461 5,593 5,567 5,743

4,628 4,963 5,402 5,648

1,035 1,083 1,188 1,295

2,689 2,781 2,894 2,966

50–54

55–59

60–61

62–64

65–69

2,580 2,706 4,061 4,076 6,507 7,432 7,936

1,918 2,147 3,275 3,375 5,299 6,448 7,163

1,308 1,488 2,577 2,597 4,261 4,996 5,931

384 437 831 811 1,423 1,643 1,943

398 494 926 1,052 1,893 2,102 2,272

a

8,539 7,997 9,003 10,961 14,984

8,647 8,157 7,961 8,713 11,119

7,700 7,896 7,768 7,435 8,533

6,594 6,626 7,076 6,870 6,928

2,236 2,289 2,326 2,410 2,454

18,760 19,026 19,279 19,366 19,407

16,918 17,481 17,964 18,393 18,769

14,622 15,108 15,369 15,763 16,318

10,510 11,205 12,023 12,662 13,297

7,667 7,942 8,453 8,947 9,332

17,715 17,688 17,346 16,940 16,613

19,245 18,783 18,108 17,527 17,283

19,199 19,336 19,213 19,069 18,974

16,990 17,449 17,698 17,879 18,153

14,156 14,571 14,625 14,831 15,333

16,654 17,138 17,481 17,586 17,087

16,179 15,923 16,019 16,063 15,854

17,312 17,395 17,288 16,964 16,209

18,694 18,339 17,934 17,436 16,777

18,414 18,623 18,707 18,612 18,111

17,032 17,186 17,475 17,916

16,078 16,478 16,893 17,231

15,631 15,378 15,468 15,649

16,610 16,713 16,656 16,454

17,672 17,293 16,936 16,577

All workers

(Continued)


4.B OASDI: Covered Workers Table 4.B5—Number of workers, by sex and age, selected years 1937–2013 (in thousands)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–61

62–64

65–69

a

70–71

72 or older

Men 1937 1940 1945 1950 1955 1960 1965

23,810 25,570 28,820 32,620 43,140 47,900 51,990

2,020 1,821 3,343 2,530 3,026 3,748 5,206

4,021 4,072 2,296 4,215 3,980 5,455 6,731

3,797 4,028 3,054 4,497 5,019 5,148 5,574

3,237 3,545 3,502 4,135 5,345 5,464 5,153

3,775 2,922 3,486 3,889 5,035 5,591 5,416

2,387 2,550 3,150 3,419 4,846 5,188 5,464

2,091 2,151 2,840 2,827 4,327 4,818 5,002

1,606 1,770 2,409 2,417 3,595 4,183 4,536

1,110 1,265 1,984 1,951 2,995 3,336 3,803

330 373 664 635 1,012 1,125 1,274

351 434 765 843 1,387 1,480 1,519

85 403 838 815 1,566 1,392 1,359

... 96 189 181 414 293 280

... 140 300 266 593 697 673

1970 1975 1980 1985 1990

57,330 59,520 64,288 66,114 72,292

6,308 6,635 6,620 5,547 5,690

8,639 9,122 9,971 9,432 8,835

6,760 8,245 9,278 9,870 10,131

5,564 6,440 8,206 9,066 10,251

5,126 5,311 6,372 7,920 9,216

5,287 4,831 5,178 6,050 7,977

5,242 4,891 4,590 4,838 5,976

4,671 4,729 4,516 4,186 4,651

4,084 4,023 4,152 3,932 3,857

1,392 1,418 1,391 1,408 1,381

1,730 1,595 1,597 1,593 1,619

1,522 1,352 1,411 1,297 1,526

321 285 309 289 358

684 643 697 686 823

1995 1996 1997 1998 1999

75,443 76,241 77,498 78,671 80,042

5,590 5,672 5,823 6,068 6,251

8,069 7,876 7,943 8,029 8,238

9,097 9,074 9,017 8,895 8,774

10,146 9,935 9,697 9,472 9,415

10,106 10,198 10,280 10,345 10,376

8,966 9,240 9,498 9,684 9,880

7,663 7,873 7,997 8,196 8,480

5,620 5,963 6,376 6,673 6,977

4,193 4,307 4,578 4,835 5,028

1,374 1,416 1,423 1,476 1,520

1,547 1,569 1,641 1,690 1,734

1,614 1,629 1,650 1,688 1,713

405 403 433 444 454

1,053 1,086 1,141 1,177 1,200

2000 2001 2002 2003 2004

81,654 82,006 81,568 81,263 82,103

6,323 5,944 5,562 5,233 5,233

8,544 8,689 8,691 8,691 8,798

8,573 8,422 8,297 8,264 8,418

9,492 9,460 9,282 9,028 8,834

10,285 10,063 9,713 9,435 9,279

10,102 10,191 10,113 10,060 10,025

8,838 9,106 9,241 9,296 9,441

7,365 7,566 7,575 7,670 7,932

5,184 5,488 5,799 5,991 6,268

1,588 1,630 1,768 1,896 1,880

1,796 1,847 1,884 1,945 2,106

1,805 1,848 1,883 1,939 2,025

488 477 461 482 495

1,271 1,275 1,299 1,334 1,369

2005 2006 2007 2008 2009

83,073 84,284 85,134 84,794 81,903

5,374 5,534 5,512 5,101 4,221

8,849 8,928 8,976 8,909 8,475

8,649 8,890 9,059 9,116 8,805

8,572 8,418 8,424 8,427 8,275

9,275 9,262 9,208 8,986 8,539

9,859 9,666 9,446 9,195 8,796

9,580 9,676 9,702 9,657 9,359

8,213 8,493 8,697 8,784 8,663

6,553 6,766 6,868 6,995 7,064

1,820 2,011 2,348 2,439 2,311

2,266 2,368 2,381 2,476 2,692

2,113 2,222 2,390 2,509 2,506

530 565 568 594 596

1,420 1,484 1,554 1,605 1,602

2010 2011 b 2012 b 2013 b

81,542 82,502 83,750 84,838

3,973 3,896 3,974 4,123

8,588 8,841 9,042 9,241

8,748 8,827 8,990 9,229

8,399 8,632 8,846 9,027

8,214 8,082 8,105 8,198

8,722 8,760 8,729 8,592

9,131 8,968 8,815 8,639

8,676 8,791 8,845 8,868

7,215 7,434 7,640 7,764

2,266 2,346 2,505 2,591

2,865 2,920 2,891 2,969

2,531 2,702 2,947 3,051

592 620 670 741

1,622 1,684 1,750 1,803

(Continued)


4.B OASDI: Covered Workers Table 4.B5—Number of workers, by sex and age, selected years 1937–2013 (in thousands)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–61

62–64

70–71

72 or older

12 48 137 164 525 597 668

... 10 25 29 123 126 144

... 12 33 40 141 233 270

65–69

Women a

1937 1940 1945 1950 1955 1960 1965

9,090 9,820 17,570 15,660 22,060 24,630 28,690

1,257 1,142 2,970 1,939 2,384 2,580 3,350

2,281 2,409 3,612 2,842 3,085 3,294 4,335

1,683 1,766 2,517 2,235 2,480 2,313 2,687

1,176 1,359 1,993 1,856 2,456 2,348 2,335

913 1,008 1,802 1,720 2,423 2,710 2,704

668 792 1,473 1,597 2,376 2,750 3,086

489 555 1,221 1,249 2,180 2,614 2,934

312 377 866 958 1,704 2,265 2,627

198 218 593 646 1,266 1,660 2,128

54 64 167 176 411 518 669

47 60 161 209 506 622 753

1970 1975 1980 1985 1990

35,760 40,680 48,712 53,686 61,309

4,482 5,304 5,752 5,138 5,217

6,306 7,297 8,432 8,295 7,925

3,827 5,607 7,186 8,142 8,570

2,928 3,864 5,978 7,127 8,445

2,902 3,333 4,610 6,356 7,792

3,252 3,166 3,825 4,911 7,007

3,405 3,266 3,371 3,875 5,143

3,029 3,167 3,252 3,249 3,882

2,510 2,603 2,924 2,938 3,071

844 871 935 1,002 1,073

962 948 1,035 1,233 1,235

840 787 881 909 1,161

154 159 182 200 247

319 308 349 411 540

1995 1996 1997 1998 1999

65,557 67,158 68,647 70,115 71,291

5,241 5,483 5,579 5,837 5,990

7,396 7,375 7,543 7,683 7,868

7,981 8,110 8,139 8,115 7,980

8,546 8,454 8,336 8,222 8,102

8,654 8,829 8,998 9,021 9,031

7,951 8,241 8,466 8,709 8,889

6,959 7,236 7,372 7,567 7,838

4,891 5,242 5,648 5,989 6,321

3,474 3,634 3,875 4,113 4,304

1,066 1,104 1,146 1,212 1,239

1,230 1,235 1,261 1,302 1,353

1,222 1,234 1,264 1,283 1,299

295 295 298 308 317

651 685 724 755 762

2000 2001 2002 2003 2004

73,078 73,410 73,325 73,313 74,302

6,089 5,809 5,483 5,250 5,324

8,159 8,293 8,324 8,327 8,403

7,865 7,658 7,655 7,640 7,798

8,224 8,228 8,065 7,912 7,779

8,960 8,721 8,395 8,093 8,004

9,097 9,144 9,101 9,010 8,949

8,152 8,344 8,457 8,583 8,712

6,791 7,005 7,050 7,161 7,401

4,497 4,800 5,137 5,396 5,719

1,288 1,358 1,498 1,610 1,610

1,448 1,484 1,541 1,609 1,777

1,355 1,383 1,418 1,487 1,558

341 351 351 343 356

812 833 851 892 911

2005 2006 2007 2008 2009

75,438 76,768 77,794 77,738 76,037

5,475 5,596 5,595 5,201 4,434

8,511 8,617 8,660 8,626 8,345

8,005 8,248 8,422 8,469 8,282

7,607 7,505 7,594 7,636 7,580

8,038 8,134 8,080 7,978 7,671

8,835 8,673 8,488 8,241 7,981

8,834 8,946 9,005 8,955 8,752

7,633 7,883 8,091 8,261 8,221

6,038 6,272 6,410 6,539 6,685

1,595 1,788 2,114 2,200 2,135

1,914 2,006 2,036 2,174 2,424

1,641 1,740 1,886 1,992 2,044

374 393 399 428 442

937 969 1,015 1,038 1,044

2010 2011 b 2012 b 2013 b

75,787 76,454 77,511 78,517

4,136 4,054 4,120 4,242

8,413 8,580 8,753 8,936

8,284 8,359 8,485 8,687

7,680 7,847 8,047 8,203

7,417 7,296 7,362 7,451

7,888 7,954 7,927 7,861

8,541 8,325 8,120 7,938

8,246 8,312 8,385 8,365

6,824 7,006 7,187 7,363

2,156 2,229 2,333 2,383

2,596 2,673 2,676 2,773

2,097 2,261 2,455 2,597

443 463 519 554

1,067 1,097 1,143 1,163

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: Age refers to age attained during year. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Represents workers attaining age 65 during the year. Workers aged 65 or older were not covered under the program in that year. b. Preliminary data. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B6—Median earnings of workers, by sex and age, selected years 1937–2013 (in dollars) Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

1937 1940 1945 1950 1955 1960 1965

761 746 1,159 1,926 2,438 2,894 3,414

170 140 288 385 443 561 613

570 498 669 1,376 1,601 1,917 2,326

829 764 818 1,971 2,689 3,138 3,919

998 934 1,383 2,312 3,173 3,738 4,540

1,061 1,041 1,617 2,456 3,233 3,903 4,747

1,126 1,064 1,842 2,473 3,196 3,891 4,756

1970 1975 1980 1985 1990

4,375 5,803 8,549 11,265 13,898

810 1,070 1,646 1,647 1,937

2,988 4,187 6,205 7,136 8,054

5,334 6,795 9,593 12,453 14,687

6,156 8,249 11,510 14,886 17,482

6,339 8,629 12,540 16,458 19,296

1995 1996 1997 1998 1999

16,108 16,712 17,562 18,513 19,265

2,076 2,140 2,310 2,515 2,610

8,392 8,562 9,074 9,763 10,163

16,134 16,664 17,596 18,666 19,563

19,654 20,327 21,261 22,453 23,469

2000 2001 2002 2003 2004

20,225 20,905 21,193 21,610 22,335

2,716 2,718 2,677 2,633 2,715

10,721 10,703 10,353 10,320 10,689

20,597 20,981 20,945 21,044 21,496

2005 2006 2007 2008 2009

22,985 23,857 24,595 25,206 24,807

2,758 2,824 2,914 2,944 2,775

11,009 11,447 11,671 11,546 10,562

2010 2011 b 2012 b 2013 b

24,921 25,510 26,098 26,605

2,713 2,778 2,837 2,920

10,407 10,635 10,980 11,237

45–49

70–71

72 or older

512 874 1,482 1,973 1,736 1,590 1,791

... 924 1,341 1,916 1,279 1,140 1,171

... 788 1,307 1,589 1,149 1,252 1,326

5,047 6,620 9,651 11,907 13,021

2,099 2,524 4,451 5,974 6,812

1,578 2,105 3,306 4,330 5,375

1,683 2,137 3,140 3,729 4,536

19,136 19,718 20,514 21,372 22,151

12,961 13,408 14,284 15,229 15,902

7,551 7,692 8,056 8,431 8,935

5,816 6,217 6,387 6,747 6,780

4,681 4,861 5,033 5,302 5,271

26,698 27,685 28,380 29,126 30,376

22,884 23,679 24,470 25,452 26,463

16,499 17,736 18,563 19,302 20,740

9,465 10,556 11,158 11,875 12,585

7,295 7,861 8,192 8,698 9,173

5,376 5,743 5,911 5,965 6,313

33,682 34,812 35,714 36,314 35,688

31,463 32,763 34,049 34,937 34,461

27,702 29,165 30,294 31,321 31,303

21,935 23,320 24,668 26,081 26,347

13,321 14,012 14,727 15,455 15,980

9,638 10,174 10,927 11,493 11,284

6,630 6,957 7,234 7,482 7,527

36,000 36,849 37,724 38,680

35,013 36,118 37,030 37,800

31,938 33,444 34,726 35,828

26,988 28,452 29,845 31,018

16,404 17,876 19,500 20,277

11,461 12,396 13,037 13,511

7,649 7,999 8,485 8,761

50–54

55–59

60–61

62–64

1,121 1,110 2,026 2,517 3,068 3,785 4,665

1,177 1,071 1,874 2,442 2,966 3,643 4,526

1,020 1,018 1,821 2,394 2,728 3,452 4,304

1,010 978 1,782 2,492 2,525 3,166 4,087

927 963 1,739 2,252 2,427 3,052 3,767

6,357 8,725 12,690 16,984 20,664

6,292 8,810 12,784 16,849 20,958

6,105 8,748 12,794 16,528 20,157

5,831 8,299 12,309 15,831 18,584

5,473 7,779 11,606 14,724 17,163

21,629 22,311 23,279 24,345 25,173

23,468 24,116 24,979 25,971 26,788

24,690 25,317 26,264 27,390 28,315

24,090 25,176 26,415 27,609 28,643

21,320 22,083 23,398 24,688 25,577

24,817 25,601 25,904 26,464 27,312

26,385 27,228 27,724 28,331 29,513

27,814 28,544 28,992 29,484 30,533

29,403 30,128 30,338 30,910 31,931

29,529 30,414 30,998 31,562 32,730

22,031 22,867 23,512 23,957 22,963

27,926 28,837 29,720 30,253 29,422

30,521 31,762 32,771 33,538 32,957

31,377 32,718 33,745 34,472 34,111

32,639 33,807 34,906 35,566 34,822

22,530 22,753 23,196 23,582

29,406 29,952 30,446 31,035

33,194 33,780 34,742 35,453

34,853 35,836 36,771 37,690

35,349 36,368 37,257 38,279

65–69

All workers a

(Continued)


4.B OASDI: Covered Workers Table 4.B6—Median earnings of workers, by sex and age, selected years 1937–2013 (in dollars)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–61

62–64

65–69

70–71

72 or older

Men a

1937 1940 1945 1950 1955 1960 1965

945 935 1,654 2,532 3,315 3,879 4,685

174 147 271 402 468 615 710

647 550 422 1,566 1,871 2,116 2,609

1,117 928 813 2,465 3,450 3,942 4,957

1,202 1,143 1,983 2,918 4,079 4,831 6,055

1,286 1,289 2,245 3,102 4,201 5,175 6,481

1,338 1,306 2,405 3,131 4,159 5,167 6,519

1,308 1,320 2,364 3,156 4,005 4,954 6,369

1,232 1,238 2,319 3,018 3,818 4,702 5,921

1,137 1,153 2,170 2,959 3,512 4,416 5,581

1,131 1,088 2,106 2,812 3,201 3,982 4,993

1,008 1,058 2,000 2,618 3,044 3,812 4,784

563 950 1,666 2,317 2,164 2,112 2,628

... 917 1,462 2,049 1,498 1,207 1,246

... 899 1,390 1,707 1,292 1,340 1,443

1970 1975 1980 1985 1990

6,180 8,250 11,963 14,959 17,582

930 1,246 1,857 1,771 2,058

3,281 4,870 7,007 8,185 8,945

6,827 8,464 11,880 14,465 16,412

8,131 11,170 15,491 18,642 21,211

8,528 12,131 17,982 22,021 24,424

8,686 12,533 18,720 24,433 27,608

8,735 12,605 18,896 24,385 29,074

8,370 12,270 18,391 23,841 28,027

7,675 11,290 17,585 22,117 25,509

7,051 10,398 15,939 19,953 23,243

6,456 8,700 13,201 16,532 17,408

2,927 2,895 4,902 6,760 7,714

1,662 2,276 3,658 4,977 6,153

1,863 2,371 3,529 4,351 5,129

1995 1996 1997 1998 1999

19,907 20,779 21,814 23,028 23,927

2,164 2,234 2,379 2,600 2,718

9,618 9,900 10,356 11,135 11,616

17,810 18,538 19,748 21,040 22,200

23,200 24,024 25,231 26,645 27,805

26,912 27,769 28,874 30,154 31,113

29,732 30,658 31,790 32,996 33,946

32,334 32,850 33,738 34,823 35,717

32,505 33,648 34,890 36,125 36,924

28,260 29,426 31,018 32,577 33,428

24,673 25,177 26,229 27,588 28,382

17,090 17,632 18,159 19,750 20,172

8,133 8,441 8,832 9,286 9,873

6,430 6,715 7,097 7,429 7,323

4,977 5,295 5,300 5,638 5,594

2000 2001 2002 2003 2004

25,032 25,643 25,765 26,173 27,061

2,804 2,788 2,748 2,726 2,801

12,191 12,002 11,560 11,391 11,872

23,403 23,500 23,238 23,365 23,833

29,404 30,130 30,420 30,891 31,977

32,354 33,117 33,658 34,302 35,756

35,218 35,801 35,994 36,542 37,890

36,932 37,426 37,574 38,150 39,584

37,917 38,348 38,285 38,699 40,120

34,717 35,287 35,806 36,390 37,840

28,850 29,886 30,715 31,540 32,960

21,076 21,976 22,844 23,854 25,872

10,487 12,010 12,611 13,402 14,479

7,903 8,566 8,834 9,470 9,927

5,791 6,229 6,418 6,338 6,665

2005 2006 2007 2008 2009

27,886 28,918 29,741 30,245 29,311

2,832 2,897 2,992 3,020 2,768

12,297 12,852 13,051 12,774 11,363

24,508 25,416 26,038 26,284 24,908

32,630 33,717 34,420 34,958 33,483

36,928 38,501 39,652 40,234 39,262

39,016 40,497 41,702 42,410 41,266

40,529 41,888 43,212 44,118 42,604

41,153 42,504 43,639 44,316 43,090

38,932 40,299 41,579 42,343 41,221

34,468 36,118 37,300 38,300 37,146

27,355 29,359 30,452 31,800 31,877

15,343 16,374 17,491 18,290 18,525

10,531 11,427 12,260 12,548 12,300

7,040 7,367 7,739 7,892 7,632

2010 2011 b 2012 b 2013 b

29,533 30,358 31,193 31,775

2,750 2,884 2,934 2,983

11,207 11,535 11,953 12,337

24,621 25,104 25,635 26,019

33,672 34,299 34,882 35,578

39,573 40,336 41,241 41,983

42,177 43,699 44,871 45,818

43,219 44,525 45,642 46,960

43,846 45,162 46,437 47,687

41,802 43,452 44,821 45,933

38,141 39,962 41,382 43,185

32,424 34,558 35,885 37,264

19,195 21,218 23,358 24,335

12,711 13,725 14,916 15,567

7,860 8,331 8,959 9,235

(Continued)


4.B OASDI: Covered Workers Table 4.B6—Median earnings of workers, by sex and age, selected years 1937–2013 (in dollars)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–61

62–64

65–69

70–71

72 or older

Women a

1937 1940 1945 1950 1955 1960 1965

484 472 770 1,124 1,351 1,679 1,984

163 127 307 362 408 484 539

477 432 811 1,153 1,312 1,558 1,852

602 530 821 1,158 1,406 1,969 2,067

621 590 871 1,196 1,430 1,718 2,069

609 599 971 1,297 1,586 1,899 2,243

604 596 1,026 1,421 1,706 2,075 2,478

589 590 1,018 1,456 1,775 2,205 2,660

576 580 987 1,410 1,768 2,290 2,715

563 562 955 1,416 1,622 2,221 2,764

585 499 946 1,370 1,542 2,040 2,678

582 577 899 1,349 1,445 1,783 2,372

366 607 832 1,176 1,057 1,142 1,208

... 999 766 1,399 949 1,007 1,054

... 424 928 1,232 802 1,036 1,093

1970 1975 1980 1985 1990

2,735 3,730 6,012 8,293 10,837

675 905 1,451 1,524 1,816

2,538 3,287 5,083 6,063 7,104

3,151 4,800 7,496 10,251 12,677

2,953 4,454 7,649 10,986 13,642

3,210 4,512 7,495 11,169 14,339

3,498 4,870 7,761 11,163 15,031

3,721 5,168 7,893 11,072 14,920

3,790 5,340 8,079 10,898 14,373

3,747 5,300 7,966 10,714 13,088

3,729 5,020 7,756 10,133 12,194

3,236 4,055 6,044 7,728 9,133

1,674 2,189 3,589 4,959 5,888

1,344 1,895 2,853 3,671 4,387

1,375 1,715 2,569 3,067 3,830

1995 1996 1997 1998 1999

12,897 13,335 14,043 14,834 15,465

1,991 2,051 2,243 2,435 2,519

7,232 7,383 7,873 8,529 8,928

14,249 14,637 15,238 16,128 16,897

15,853 16,387 17,150 18,133 18,823

16,547 17,009 17,801 18,625 19,283

18,068 18,532 19,277 20,046 20,688

18,732 19,496 20,325 21,484 22,265

17,937 18,834 19,989 21,088 22,129

16,030 16,728 17,750 18,656 19,594

14,147 14,670 15,762 16,606 17,168

9,882 10,358 11,003 11,646 12,324

6,910 6,971 7,331 7,619 8,032

5,120 5,605 5,638 5,968 6,245

4,376 4,372 4,687 4,871 4,876

2000 2001 2002 2003 2004

16,287 17,037 17,461 17,845 18,421

2,638 2,649 2,613 2,554 2,637

9,454 9,536 9,333 9,367 9,676

17,774 18,341 18,533 18,674 19,088

19,893 20,736 21,203 21,750 22,375

20,387 21,114 21,678 22,317 23,165

21,536 22,222 22,775 23,192 23,993

23,202 24,035 24,401 24,933 25,670

23,074 24,149 25,082 25,806 26,643

20,664 21,797 22,842 23,486 24,644

17,993 18,733 19,582 20,506 21,393

12,876 14,055 15,028 15,520 16,639

8,472 9,214 9,779 10,424 10,974

6,459 7,117 7,552 7,947 8,211

4,947 5,200 5,343 5,469 5,908

2005 2006 2007 2008 2009

18,886 19,598 20,360 21,046 21,143

2,693 2,761 2,843 2,874 2,781

9,914 10,263 10,491 10,477 9,870

19,486 20,271 20,963 21,551 21,041

22,876 23,695 24,729 25,464 25,409

23,949 24,976 25,966 26,829 26,969

24,583 25,710 26,526 27,305 27,509

26,051 26,833 27,736 28,538 28,469

27,450 28,438 29,128 29,833 29,774

25,593 26,742 27,970 29,154 29,247

22,290 23,793 24,978 25,870 26,513

17,442 18,730 20,124 21,618 22,354

11,496 12,074 12,580 13,212 13,895

8,609 8,954 9,676 10,253 10,244

6,240 6,444 6,690 7,084 7,365

2010 2011 b 2012 b 2013 b

21,136 21,486 21,904 22,314

2,681 2,681 2,755 2,852

9,730 9,881 10,102 10,240

20,526 20,571 20,841 21,147

25,310 25,688 26,075 26,605

27,249 27,568 28,480 29,120

28,037 28,693 29,343 30,233

28,643 29,317 29,968 30,704

29,844 30,208 30,721 31,216

29,654 30,240 30,858 31,307

27,091 28,211 29,093 30,117

23,112 24,134 25,370 26,265

14,315 15,137 16,324 16,966

10,400 11,138 11,435 11,953

7,415 7,604 7,900 8,118

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: The amount of median earnings includes estimates above the taxable maximum. Age refers to age attained during year. . . . = not applicable. a. Earnings of workers attaining age 65 during the year. Workers aged 65 or older not covered under program in that year. b. Preliminary data. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B7—Number of wage and salary workers, by sex and amount of taxable earnings, 1992–2013 (in thousands) Workers with earnings below the taxable maximum (by dollar amount of earnings) Year

Total

1– 9,999

10,000– 19,999

20,000– 29,999

30,000– 39,999

40,000– 49,999

50,000– 59,999

60,000– 69,999

100,000–

Workers with maximum

70,000– 79,999

80,000– 89,999

90,000– 99,999

... ... 277

... ... ...

... ... ...

... ... ...

... ... ...

7,057 7,013 6,921

498 1,053 a 2,106 a 3,268 3,974

... ... ... ... a 856

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

7,597 8,077 8,405 8,747 8,589

... 177 1,266 a 1,821 a 2,213

... ... ... ... ...

... ... ... ... ...

8,933 8,614 7,840 7,909 8,597

... 1,102 a 1,950 2,536 2,494

... ... ... 534 1,428

8,987 9,090 9,378 9,175 8,081

113,699 a earnings a

All wage and salary workers a

2,422 3,325 4,310

1992 1993 1994

126,000 128,100 130,100

46,372 46,571 46,267

29,812 29,900 29,903

20,699 21,134 21,482

12,554 12,786 13,230

7,084 7,371 7,709

1995 1996 1997 1998 1999

132,800 135,100 137,765 140,386 142,703

45,781 45,333 44,407 43,260 42,682

30,142 29,832 29,676 29,360 28,975

22,097 22,612 23,076 23,586 23,861

13,853 14,435 15,243 16,095 16,763

8,171 8,706 9,330 10,062 10,546

4,662 5,052 5,523 6,008 6,456

2000 2001 2002 2003 2004

146,097 146,596 145,793 145,101 146,662

42,214 41,296 40,873 40,165 39,515

28,443 27,746 26,910 26,247 25,914

24,306 23,983 23,495 22,988 22,822

17,384 17,661 17,607 17,541 17,672

11,330 11,776 11,853 11,996 12,370

7,056 7,462 7,662 7,794 8,221

4,439 4,730 4,957 5,173 5,571

2005 2006 2007 2008 2009

148,530 150,787 152,474 152,225 147,375

39,134 38,672 38,072 37,171 36,578

25,683 25,237 24,892 24,415 23,767

22,867 22,742 22,546 22,024 20,990

17,910 18,210 18,298 18,178 17,322

12,719 13,162 13,445 13,426 12,787

8,559 9,002 9,436 9,649 9,263

5,821 6,243 6,598 6,804 6,528

3,972 4,309 4,592 4,822 4,704

2010 2011 b 2012 b 2013 b

146,734 147,920 150,144 152,378

36,162 35,267 35,078 35,131

23,815 24,006 24,042 24,090

20,549 20,639 20,774 20,845

17,005 17,009 17,210 17,441

12,703 12,835 13,126 13,341

9,222 9,366 9,634 9,922

6,622 6,789 6,971 7,150

4,747 4,923 5,134 5,337

3,430 3,614 3,800 3,934

2,580 2,682 2,847 2,966

1,440 1,525 2,258 3,009

8,459 9,265 9,270 9,211

... ... 222

... ... ...

... ... ...

... ... ...

... ... ...

5,955 5,869 5,794

... ... ... ... a 642

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

6,292 6,641 6,862 7,074 6,936

1,474 2,284 2,372 2,428 2,588

... 136 937 a 1,308 a 1,562

... ... ... ... ...

... ... ... ... ...

7,163 6,862 6,217 6,210 6,670

a

2,026 2,068 2,233 2,315 2,229

... 788 a 1,367 1,746 1,667

... ... ... 377 986

6,926 6,976 7,139 6,960 6,087

2,225 2,341 2,443 2,519

1,723 1,781 1,876 1,941

991 1,050 1,559 2,056

6,318 6,890 6,892 6,837

a

a a

a

a

1,994 3,151 3,329 3,467 3,767

a

a

a

2,878 3,018 3,267 3,491 3,432

a

Men a

1,868 2,527 3,243

1992 1993 1994

66,543 67,673 68,481

20,640 20,834 20,444

13,773 13,875 13,836

11,128 11,270 11,360

8,069 8,074 8,211

5,109 5,224 5,372

1995 1996 1997 1998 1999

69,901 70,670 71,910 73,111 74,376

20,223 19,771 19,352 18,800 18,635

13,865 13,491 13,199 12,868 12,595

11,653 11,791 11,864 11,946 11,942

8,448 8,667 8,957 9,297 9,565

5,587 5,838 6,162 6,520 6,711

3,444 3,672 3,932 4,199 4,456

388 800 a 1,582 a 2,406 2,895

2000 2001 2002 2003 2004

76,033 76,303 75,711 75,200 75,910

18,468 18,298 18,291 17,972 17,632

12,241 11,985 11,693 11,396 11,236

11,958 11,629 11,258 10,993 10,812

9,755 9,763 9,612 9,475 9,423

7,070 7,170 7,065 7,072 7,216

4,734 4,907 4,925 4,921 5,111

3,170 3,268 3,341 3,425 3,659

2005 2006 2007 2008 2009

76,758 77,820 78,612 78,444 75,522

17,385 17,205 17,025 16,860 16,965

11,032 10,773 10,663 10,428 10,251

10,820 10,629 10,398 10,147 9,607

9,462 9,524 9,450 9,278 8,667

7,378 7,527 7,556 7,387 6,907

5,273 5,458 5,634 5,652 5,285

3,778 4,003 4,144 4,188 3,910

2,677 2,869 3,001 3,107 2,961

2010 2011 b 2012 b 2013 b

75,164 76,001 77,256 78,482

16,740 16,231 16,076 16,088

10,240 10,363 10,360 10,387

9,410 9,496 9,592 9,647

8,494 8,487 8,589 8,669

6,847 6,933 7,087 7,203

5,242 5,325 5,466 5,623

3,990 4,057 4,142 4,222

2,944 3,046 3,173 3,289

a

a a a

a

a a

a

(Continued)


4.B OASDI: Covered Workers Table 4.B7—Number of wage and salary workers, by sex and amount of taxable earnings, 1992–2013 (in thousands)—Continued Workers with earnings below the taxable maximum (by dollar amount of earnings) Year

Total

1– 9,999

10,000– 19,999

20,000– 29,999

30,000– 39,999

40,000– 49,999

50,000– 59,999

100,000–


60,000– 69,999

70,000– 79,999

80,000– 89,999

90,000– 99,999

... ... 55

... ... ...

... ... ...

... ... ...

... ... ...

1,103 1,144 1,127

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1,305 1,437 1,543 1,673 1,652

... 41 329 a 513 a 650

... ... ... ... ...

... ... ... ... ...

1,770 1,752 1,624 1,699 1,926

... 314 a 583 791 827

... ... ... 157 442

2,061 2,115 2,239 2,216 1,994

857 901 970 1,025

449 475 698 953

2,141 2,375 2,379 2,375


Women a

1992 1993 1994

59,457 60,427 61,619

25,732 25,737 25,823

16,039 16,026 16,068

9,571 9,864 10,122

4,485 4,712 5,020

1,975 2,147 2,337

554 798 1,067

1995 1996 1997 1998 1999

62,900 64,429 65,855 67,275 68,327

25,558 25,563 25,054 24,460 24,048

16,277 16,341 16,477 16,492 16,380

10,444 10,819 11,211 11,640 11,919

5,405 5,768 6,285 6,798 7,199

2,584 2,868 3,169 3,541 3,835

1,217 1,380 1,591 1,808 2,000

110 253 a 524 a 862 1,079

... ... ... ... a 214

2000 2001 2002 2003 2004

70,064 70,293 70,082 69,901 70,752

23,745 22,997 22,581 22,193 21,884

16,203 15,761 15,218 14,852 14,678

12,348 12,354 12,237 11,995 12,010

7,630 7,898 7,995 8,066 8,249

4,260 4,606 4,788 4,924 5,154

2,321 2,555 2,737 2,873 3,110

1,268 1,462 1,617 1,748 1,912

a

519 867 958 1,038 1,179

2005 2006 2007 2008 2009

71,772 72,967 73,862 73,781 71,853

21,749 21,467 21,047 20,311 19,612

14,650 14,464 14,229 13,987 13,516

12,047 12,113 12,147 11,878 11,383

8,448 8,686 8,848 8,900 8,656

5,341 5,634 5,888 6,039 5,881

3,286 3,544 3,802 3,996 3,978

2,042 2,240 2,454 2,616 2,618

1,295 1,439 1,591 1,714 1,743

852 950 1,034 1,176 1,203

2010 2011 b 2012 b 2013 b

71,570 71,919 72,888 73,896

19,422 19,037 19,002 19,043

13,575 13,643 13,682 13,702

11,139 11,142 11,182 11,198

8,512 8,523 8,621 8,772

5,855 5,901 6,039 6,139

3,981 4,041 4,168 4,298

2,631 2,731 2,829 2,928

1,804 1,877 1,961 2,048

1,205 1,273 1,357 1,414

a

a a a

a

a

a

a

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: Taxable earnings consist of self-employment income and taxable wages. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Subject to revision. b. Preliminary data. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B8—Number of self-employed workers, by sex and age, selected years 1951–2013 (in thousands) Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

55–59

60–61

62–64

65–69

70–71

72 or older

1951 1955 1960 1965 1970 1975 1980 1985

4,190 6,810 6,870 6,550 6,270 7,000 8,200 10,600

6 18 19 31 33 67 78 112

71 114 133 143 159 302 380 527

246 362 305 292 348 581 824 1,099

414 600 560 452 476 679 1,052 1,488

543 757 743 664 581 700 983 1,522

592 865 848 814 729 731 869 1,261

565 874 929 870 808 813 812 1,030

503 790 918 913 837 869 851 930

462 737 846 885 839 823 852 929

164 290 316 328 327 317 307 368

215 441 452 411 407 382 381 434

237 497 414 388 388 393 419 455

55 143 101 92 94 95 112 124

117 322 286 267 244 248 280 321

1990 1991 1992 1993 1994

12,500 12,800 13,100 13,200 13,300

152 136 137 131 140

529 521 509 488 473

1,123 1,105 1,093 1,029 989

1,663 1,697 1,678 1,650 1,624

1,854 1,897 1,951 1,956 1,936

1,736 1,818 1,864 1,892 1,945

1,377 1,474 1,589 1,647 1,726

1,113 1,170 1,243 1,325 1,357

980 998 1,018 1,047 1,070

381 388 382 375 375

487 486 484 481 482

567 561 576 589 580

150 158 166 164 164

389 391 410 426 437

1995 1996 1997 1998 1999

13,500 13,900 14,020 14,230 14,500

143 147 151 162 171

482 490 498 510 535

1,005 1,036 1,030 1,045 1,040

1,612 1,614 1,548 1,524 1,521

1,960 2,013 1,978 1,963 1,965

1,964 2,035 2,053 2,092 2,088

1,808 1,873 1,874 1,885 1,969

1,393 1,471 1,555 1,616 1,684

1,097 1,144 1,203 1,265 1,322

385 404 402 415 420

467 475 485 493 514

574 575 592 590 595

166 164 169 178 174

445 458 483 492 502

2000 2001 2002 2003 2004

14,675 14,930 15,858 15,969 16,496

173 173 175 176 189

554 598 700 703 747

1,016 1,036 1,112 1,123 1,194

1,495 1,526 1,626 1,638 1,643

1,948 1,907 1,898 1,915 1,948

2,093 2,113 2,191 2,209 2,236

2,014 2,042 2,158 2,177 2,228

1,785 1,825 1,911 1,924 1,992

1,345 1,421 1,578 1,588 1,684

443 457 537 541 533

522 526 585 587 649

591 610 651 652 691

180 178 172 173 183

515 519 564 565 580

2005 2006 2007 2008 2009

17,098 17,724 18,214 17,973 17,901

211 215 226 218 198

815 871 929 931 904

1,281 1,379 1,452 1,491 1,473

1,662 1,665 1,719 1,699 1,711

2,013 2,085 2,115 2,055 1,997

2,256 2,255 2,232 2,135 2,124

2,283 2,353 2,388 2,326 2,286

2,066 2,147 2,210 2,168 2,167

1,764 1,848 1,856 1,835 1,874

528 580 680 673 638

691 721 727 727 806

739 780 825 855 852

194 212 218 216 221

595 612 638 644 650

2010 2011 a 2012 a 2013 a

17,944 18,801 19,044 18,609

193 194 196 204

951 1,011 994 995

1,509 1,578 1,562 1,525

1,778 1,863 1,892 1,856

1,933 1,956 1,936 1,880

2,131 2,186 2,182 2,060

2,239 2,246 2,186 2,073

2,162 2,233 2,237 2,156

1,873 1,993 2,054 2,026

645 673 730 707

830 911 913 914

852 983 1,084 1,103

220 256 287 308

626 717 789 803

40–44

45–49

50–54


(Continued)


4.B OASDI: Covered Workers Table 4.B8—Number of self-employed workers, by sex and age, selected years 1951–2013 (in thousands)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

50–54

55–59

60–61

62–64

65–69

70–71

72 or older

1951 1955 1960 1965 1970 1975 1980 1985

3,620 5,980 5,990 5,640 5,370 5,790 6,407 7,623

5 16 16 26 28 57 60 79

61 104 119 127 136 251 305 378

219 335 284 263 306 479 639 782

370 555 515 410 422 564 793 1,060

478 687 678 598 522 584 752 1,058

519 773 757 714 642 619 672 873

479 773 812 759 699 680 641 730

430 679 793 772 712 715 681 674

393 631 709 742 695 672 668 686

139 247 260 272 268 255 244 278

179 373 386 339 324 309 301 328

204 420 348 326 320 326 333 351

47 122 83 75 77 78 92 97

97 265 230 217 201 201 226 249

1990 1991 1992 1993 1994

8,525 8,668 8,798 8,840 8,839

103 92 89 89 89

346 341 330 310 309

746 726 714 674 638

1,112 1,109 1,090 1,075 1,053

1,241 1,268 1,289 1,290 1,269

1,148 1,204 1,228 1,241 1,268

914 976 1,041 1,078 1,127

762 793 830 885 890

693 699 706 713 723

270 273 271 261 263

355 350 344 341 333

424 418 427 436 423

116 119 126 125 122

295 299 312 322 331

1995 1996 1997 1998 1999

8,908 9,074 9,078 9,109 9,225

97 94 98 98 107

305 306 311 314 319

648 658 638 641 632

1,030 1,021 975 947 948

1,271 1,281 1,245 1,217 1,207

1,281 1,322 1,313 1,326 1,314

1,170 1,200 1,197 1,188 1,240

906 954 997 1,033 1,063

735 754 788 819 844

269 276 275 275 279

325 328 334 338 352

413 415 420 415 415

124 119 122 130 127

335 346 365 368 377

2000 2001 2002 2003 2004

9,277 9,354 9,778 9,860 10,088

106 102 109 109 111

328 345 395 397 410

604 613 636 645 682

913 912 955 964 951

1,193 1,163 1,147 1,160 1,165

1,310 1,320 1,333 1,347 1,343

1,268 1,280 1,331 1,346 1,373

1,128 1,145 1,187 1,195 1,233

856 893 983 990 1,045

294 297 338 341 338

348 349 380 381 417

415 426 445 446 471

130 129 124 125 128

383 379 415 416 423

2005 2006 2007 2008 2009

10,395 10,705 10,891 10,591 10,405

126 125 133 121 107

448 470 497 480 442

722 777 802 806 772

958 954 970 946 932

1,185 1,204 1,214 1,155 1,106

1,352 1,343 1,324 1,248 1,217

1,398 1,433 1,433 1,373 1,336

1,272 1,317 1,348 1,305 1,302

1,093 1,147 1,132 1,110 1,127

328 359 422 422 394

441 458 454 452 495

500 524 547 560 553

139 152 153 150 152

433 442 462 462 469

2010 2011 a 2012 a 2013 a

10,399 10,710 10,748 10,411

102 103 106 112

461 472 460 459

762 780 752 734

947 979 969 933

1,069 1,054 1,027 978

1,219 1,215 1,193 1,120

1,308 1,297 1,253 1,167

1,308 1,325 1,308 1,246

1,148 1,198 1,230 1,201

394 404 443 429

522 570 564 555

554 632 694 710

152 172 189 203

454 508 559 564

45–49 Men

(Continued)


4.B OASDI: Covered Workers Table 4.B8—Number of self-employed workers, by sex and age, selected years 1951–2013 (in thousands)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

50–54

55–59

60–61

62–64

65–69

70–71

72 or older

1951 1955 1960 1965 1970 1975 1980 1985

570 830 880 910 900 1,210 1,793 2,977

1 2 3 5 5 10 18 33

10 10 14 16 23 51 75 149

27 27 21 29 42 102 185 317

44 45 45 42 54 115 259 428

65 70 65 66 59 116 231 464

73 92 91 100 87 112 197 388

86 101 117 111 109 133 171 300

73 111 125 141 125 154 170 256

69 106 137 143 144 151 184 243

25 43 56 56 59 62 63 90

36 68 66 72 65 73 80 106

33 77 67 62 68 67 86 104

8 21 18 17 17 17 20 27

20 57 55 50 43 47 54 72

1990 1991 1992 1993 1994

3,975 4,131 4,302 4,360 4,460

49 44 48 41 51

183 180 179 178 164

377 378 380 355 352

551 588 588 575 572

613 629 662 666 667

588 614 636 651 677

463 499 548 569 599

350 376 413 440 468

287 299 312 334 346

111 115 110 114 112

132 136 140 140 148

142 143 148 153 157

34 39 39 39 42

94 92 98 104 105

1995 1996 1997 1998 1999

4,592 4,826 4,942 5,121 5,276

46 54 54 65 64

177 183 188 196 216

357 377 392 404 408

582 594 572 577 573

689 733 733 746 757

683 713 739 767 773

638 673 676 697 729

487 517 558 583 621

362 390 415 445 478

116 128 128 140 141

142 147 151 155 162

161 160 172 175 180

42 45 47 48 47

109 112 118 124 126

2000 2001 2002 2003 2004

5,398 5,576 6,080 6,109 6,408

68 71 66 67 77

226 253 305 305 338

412 423 475 478 512

582 614 671 675 692

754 744 751 755 784

783 793 858 862 893

747 762 827 831 855

657 680 724 729 758

489 528 595 598 640

148 160 199 200 195

173 177 205 206 232

176 184 206 206 220

50 49 48 49 55

132 139 148 149 157

2005 2006 2007 2008 2009

6,703 7,019 7,323 7,382 7,496

85 90 93 96 91

367 401 432 451 462

560 602 650 686 701

704 711 749 753 779

828 880 901 900 891

904 912 908 886 907

885 920 956 953 949

795 830 861 863 865

672 701 724 725 747

201 221 257 252 244

250 264 273 275 311

238 256 278 295 299

54 60 65 66 69

162 170 176 181 181

2010 2011 a 2012 a 2013 a

7,545 8,091 8,296 8,198

91 91 90 92

490 539 533 536

748 798 810 791

831 884 923 922

864 902 909 902

912 971 989 940

932 950 934 907

854 908 929 910

725 794 824 826

251 268 288 277

308 341 350 359

298 351 389 393

68 84 98 104

173 209 230 239

45–49 Women

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: Age refers to age attained during year. Totals do not necessarily equal the sum of rounded components. a. Preliminary data. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B9—Number of self-employed workers, by sex and amount of taxable earnings, 1992–2013 (in thousands) Workers with earnings below the taxable maximum (by dollar amount of earnings) Year

Total

1– 9,999

10,000– 19,999

20,000– 29,999

30,000– 39,999

40,000– 49,999

50,000– 59,999

60,000– 69,999

100,000–


70,000– 79,999

80,000– 89,999

90,000– 99,999

... ... 92

... ... ...

... ... ...

... ... ...

... ... ...

839 828 814

116 176 a 278 a 387 384

... ... ... ... a 162

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

822 854 869 848 848

... 82 197 a 250 a 300

... ... ... ... ...

... ... ... ... ...

1,104 1,042 776 798 852

... 202 a 294 251 237

... ... ... 137 214

902 884 863 806 713


All self-employed workers a

308 388 426

1992 1993 1994

13,098 13,202 13,297

6,039 6,015 5,886

2,755 2,776 2,832

1,576 1,570 1,586

971 990 1,019

612 633 645

1995 1996 1997 1998 1999

13,499 13,900 14,019 14,237 14,499

5,909 5,979 5,911 5,835 5,745

2,882 2,964 2,966 3,010 3,075

1,604 1,650 1,670 1,717 1,756

1,044 1,092 1,100 1,157 1,191

678 713 737 777 804

444 471 489 505 535

2000 2001 2002 2003 2004

14,672 14,930 15,249 15,969 16,496

5,592 5,625 5,810 6,018 6,065

3,019 3,123 3,305 3,489 3,639

1,730 1,741 1,777 1,852 1,919

1,189 1,186 1,202 1,254 1,277

811 834 850 899 950

560 584 601 641 672

399 400 426 441 472

2005 2006 2007 2008 2009

17,098 17,724 18,214 17,973 17,901

6,087 6,172 6,389 6,264 6,580

3,745 3,914 4,016 4,094 4,137

2,006 2,078 2,088 2,015 1,905

1,372 1,414 1,409 1,342 1,268

990 1,033 1,044 993 935

724 752 780 757 690

508 555 577 562 529

375 410 423 425 383

2010 2011 b 2012 b 2013 b

17,944 18,801 19,044 18,609

6,590 6,633 6,543 6,371

4,278 4,532 4,597 4,535

1,862 2,007 2,029 1,960

1,256 1,340 1,354 1,289

913 979 1,003 950

679 740 762 737

507 550 575 573

395 420 436 441

295 325 336 329

235 252 272 263

212 233 314 373

720 790 824 790

... ... 77

... ... ...

... ... ...

... ... ...

... ... ...

734 715 705

a

... ... ... ... a 129

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

708 729 735 710 709

a

... 66 155 a 194 a 230

... ... ... ... ...

... ... ... ... ...

920 865 643 654 694

... 157 a 225 188 173

... ... ... 105 159

727 726 705 659 585

175 185 196 192

159 177 234 275

590 640 663 631

a

a a a

a

269 314 305 327 350

a

a

a

388 312 329 327 308

a

Men a

252 316 340

1992 1993 1994

8,795 8,841 8,839

3,497 3,482 3,331

1,936 1,927 1,958

1,145 1,141 1,153

746 760 772

485 500 503

1995 1996 1997 1998 1999

8,908 9,075 9,077 9,116 9,224

3,329 3,313 3,233 3,150 3,066

1,964 1,997 1,980 1,955 1,972

1,152 1,176 1,171 1,189 1,202

782 807 796 831 848

521 545 559 584 591

356 367 381 389 409

2000 2001 2002 2003 2004

9,277 9,354 9,442 9,860 10,088

2,944 2,947 3,048 3,158 3,152

1,908 1,934 2,024 2,103 2,144

1,159 1,159 1,175 1,228 1,252

830 812 823 853 868

585 596 594 637 663

415 423 439 461 480

304 305 310 324 346

2005 2006 2007 2008 2009

10,395 10,705 10,891 10,591 10,405

3,148 3,175 3,283 3,196 3,364

2,166 2,216 2,241 2,213 2,203

1,297 1,329 1,323 1,266 1,182

920 935 916 860 802

687 709 703 654 611

511 524 539 522 469

368 400 404 389 364

276 301 307 302 270

2010 2011 b 2012 b 2013 b

10,399 10,710 10,748 10,411

3,358 3,274 3,203 3,106

2,241 2,293 2,272 2,199

1,171 1,256 1,239 1,185

802 852 858 809

606 634 651 606

452 497 505 487

352 375 388 387

278 292 299 303

a

a

96 141 a 223 a 309 299 a

211 247 231 248 260

a

a

a

295 231 243 237 223 215 235 240 231

a

(Continued)


4.B OASDI: Covered Workers Table 4.B9—Number of self-employed workers, by sex and amount of taxable earnings, 1992–2013 (in thousands)—Continued Workers with earnings below the taxable maximum (by dollar amount of earnings) Year

Total

1– 9,999

10,000– 19,999

20,000– 29,999

30,000– 39,999

40,000– 49,999

50,000– 59,999

100,000–


60,000– 69,999

70,000– 79,999

80,000– 89,999

90,000– 99,999

... ... 15

... ... ...

... ... ...

... ... ...

... ... ...

105 113 109

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

114 125 134 138 139

... 17 42 a 55 a 70

... ... ... ... ...

... ... ... ... ...

184 177 133 145 159

... 44 a 69 63 65

... ... ... 32 55

175 158 158 147 127

60 67 76 71

54 56 80 97

131 150 161 158


Women 1992 1993 1994

4,303 4,361 4,458

2,541 2,534 2,553

819 849 873

431 429 435

225 230 246

127 133 142

a

1995 1996 1997 1998 1999

4,591 4,825 4,942 5,121 5,276

2,581 2,666 2,679 2,686 2,679

918 967 986 1,056 1,103

452 475 499 528 554

261 285 303 327 343

157 168 178 193 212

88 104 108 116 126

a

20 35 a 55 a 78 85

... ... ... ... a 33

2000 2001 2002 2003 2004

5,395 5,576 5,807 6,109 6,408

2,646 2,677 2,762 2,861 2,913

1,111 1,189 1,281 1,385 1,495

570 581 602 625 667

359 374 379 401 409

226 238 256 262 288

145 161 162 180 192

95 95 116 117 126

a

2005 2006 2007 2008 2009

6,703 7,019 7,323 7,382 7,496

2,939 2,997 3,105 3,068 3,216

1,579 1,698 1,775 1,881 1,934

709 748 765 749 724

452 478 493 482 466

303 324 342 339 324

213 228 241 235 221

140 154 173 173 166

99 108 116 122 113

2010 2011 b 2012 b 2013 b

7,545 8,091 8,296 8,198

3,232 3,359 3,340 3,265

2,038 2,239 2,325 2,337

691 751 790 774

454 488 496 480

307 345 352 343

227 243 257 250

155 175 187 186

117 127 136 138

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: Taxable earnings consist of self-employment income and taxable wages. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Subject to revision. b. Preliminary data. CONTACT: (410) 965-0090 or [email protected].


a

55 73 85

a

a

58 67 74 79 90

a a

a

93 80 86 91 84 81 90 96 98

a

4.B OASDI: Covered Workers Table 4.B10—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and contributions, by state or other area and type of earnings, 2013 b

c

Number (thousands)

Taxable earnings (millions of dollars)

OASDI contributions (millions of dollars)

d

State or area a

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

All areas

163,355

152,378

18,609

5,936,714

5,581,000

355,714

736,153

692,044

44,109

2,352 407 3,128 1,447 17,736

2,210 382 2,946 1,357 16,107

253 46 320 155 2,507

77,105 15,683 108,822 43,920 696,464

73,030 14,619 103,411 41,478 643,123

4,075 1,063 5,411 2,442 53,341

9,561 1,945 13,494 5,446 86,362

9,056 1,813 12,823 5,143 79,747

505 132 671 303 6,614


2,694 1,982 503 392 9,505

2,495 1,844 481 371 8,748

339 228 38 41 1,258

102,026 85,355 19,187 19,239 310,204

95,136 79,294 18,423 18,165 291,995

6,890 6,061 765 1,074 18,209

12,651 10,584 2,379 2,386 38,465

11,797 9,832 2,284 2,252 36,207

854 752 95 133 2,258


4,904 754 823 6,660 3,631

4,563 708 771 6,216 3,459

594 75 92 762 328

166,819 27,753 25,064 249,212 119,313

157,809 26,140 23,399 234,866 113,502

9,010 1,613 1,665 14,345 5,810

20,686 3,441 3,108 30,902 14,795

19,568 3,241 2,901 29,123 14,074

1,117 200 206 1,779 720


1,780 1,587 2,215 2,226 732

1,674 1,491 2,085 2,071 678

201 176 224 268 90

59,883 54,775 68,048 73,751 22,650

55,778 50,949 64,523 69,128 20,982

4,105 3,826 3,525 4,624 1,668

7,425 6,792 8,438 9,145 2,809

6,916 6,318 8,001 8,572 2,602

509 474 437 573 207


3,275 3,538 5,202 3,193 1,426

3,087 3,292 4,901 3,015 1,325

336 405 546 336 176

144,498 149,734 177,268 123,239 42,897

137,567 140,133 167,999 116,219 40,032

6,931 9,601 9,269 7,020 2,865

17,918 18,567 21,981 15,282 5,319

17,058 17,377 20,832 14,411 4,964

859 1,190 1,149 871 355


3,113 572 1,093 1,270 798

2,929 530 1,029 1,191 744

322 73 121 134 86

100,894 17,096 37,044 41,593 31,842

95,359 15,650 34,614 39,278 29,787

5,535 1,446 2,430 2,315 2,055

12,511 2,120 4,593 5,157 3,948

11,825 1,941 4,292 4,870 3,694

686 179 301 287 255


4,839 956 10,452 4,967 491

4,541 898 9,693 4,654 463

522 103 1,256 546 53

215,019 30,899 418,250 166,806 17,322

202,598 29,267 393,045 157,694 15,906

12,421 1,632 25,206 9,112 1,416

26,662 3,832 51,863 20,684 2,148

25,122 3,629 48,738 19,554 1,972

1,540 202 3,126 1,130 176


5,801 1,984 2,001 6,864 598

5,429 1,862 1,871 6,504 562

621 209 215 640 62

191,035 64,619 70,929 255,238 22,119

180,501 61,057 66,611 242,289 20,928

10,535 3,562 4,318 12,948 1,190

23,688 8,013 8,795 31,649 2,743

22,382 7,571 8,260 30,044 2,595

1,306 442 535 1,606 148

2,354 556 3,329 12,701 1,462

2,220 520 3,085 11,750 1,399

234 66 409 1,606 132

75,977 16,224 108,922 466,658 49,108

72,293 15,011 100,420 435,479 46,981

3,684 1,213 8,503 31,179 2,127

9,421 2,012 13,506 57,866 6,089

8,964 1,861 12,452 53,999 5,826

457 150 1,054 3,866 264



(Continued)


4.B OASDI: Covered Workers Table 4.B10—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and contributions, by state or other area and type of earnings, 2013—Continued b

c

Number (thousands)



d

State or area a

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed


387 4,515 3,648 890 3,261 340

360 4,271 3,443 849 3,101 320

46 443 341 75 292 38

12,866 185,823 149,581 28,786 114,863 12,378

12,018 177,178 142,151 27,319 109,537 11,651

847 8,645 7,430 1,468 5,326 727

1,595 23,042 18,548 3,569 14,243 1,535

1,490 21,970 17,627 3,388 13,583 1,445

105 1,072 921 182 660 90

Outlying area Puerto Rico

1,101

1,014

109

24,888

22,832

2,056

3,086

2,831

255

923

868

59

27,029

25,847

1,181

3,352

3,205

146

Other and unknown e

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample. NOTE: Data are based on preliminary estimates. a. Most state assignments are based on end-of-year residence obtained from electronically filed employer wage reports; the remainder are based on location of employer from reports filed on paper. b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and state totals and subtotals are unduplicated counts of workers in each type of employment. c. Includes Social Security taxable wages as reported by employers and Social Security taxable self-employment income as reported by self-employed individuals. Annual maximum taxable earnings for Social Security (OASDI) from a single employer or from self-employment were $113,700 in 2013. Totals do not necessarily equal the sum of rounded components. d. For 2013 earnings, paid at the rate of 6.2 percent of taxable wages by both employees and employers, 6.2 percent of taxable tips by employees, and 12.4 percent of self-employment income by self-employed workers. Data are unadjusted for multi-employer tax refunds. Totals do not necessarily equal the sum of rounded components. e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and U.S. Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons employed on U.S. oceanborne vessels; and workers with unknown residence. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B11—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and contributions, by type of earnings, selected years 1937–2014 a

b

Number (thousands)



c,d

Year

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

1937 1940 1945

32,900 35,390 46,390

32,900 35,390 46,390

... ... ...

29,620 32,970 62,950

29,620 32,970 62,950

... ... ...

592 659 1,259

592 659 1,259

... ... ...

1950 1951 1952 1953 1954

48,280 58,120 59,580 60,840 59,610

48,280 54,630 56,060 57,220 55,940

... 4,190 4,240 4,340 4,350

87,500 120,770 128,640 135,870 133,520

87,500 111,250 118,880 125,840 123,410

... 9,520 9,760 10,030 10,110

2,625 3,552 3,786 4,001 5,240

2,625 3,338 3,566 3,775 4,936

... 214 220 226 303

1955 1956 1957 1958 1959

65,200 67,610 70,590 69,770 71,700

59,560 61,560 64,730 64,040 66,000

6,810 7,390 7,150 7,130 7,060

157,540 170,720 181,380 180,720 202,310

141,810 153,010 163,990 163,140 183,620

15,730 17,710 17,390 17,580 18,690

6,144 6,652 7,966 7,935 9,882

5,672 6,120 7,380 7,341 9,181

472 531 587 593 701

1960 1961 1962 1963 1964

72,530 72,820 74,280 75,540 77,430

66,980 67,360 68,890 70,310 72,230

6,870 6,790 6,720 6,590 6,480

207,000 209,640 219,050 225,550 236,390

188,580 190,850 200,130 206,840 217,430

18,420 18,790 18,920 18,710 18,960

12,144 12,297 13,397 16,006 16,788

11,315 11,451 12,508 14,996 15,764

829 846 889 1,010 1,024

1965 1966 1967 1968 1969

80,680 84,600 87,040 89,380 92,060

75,430 79,460 82,020 84,470 87,200

6,550 6,630 6,470 6,570 6,350

250,730 312,540 329,960 375,800 402,510

230,830 287,860 305,670 348,500 375,010

19,900 24,680 24,290 27,300 27,500

17,810 23,597 25,275 28,069 33,233

16,735 22,165 23,842 26,486 31,501

1,075 1,431 1,433 1,583 1,733

1970 1971 1972 1973 1974

93,090 93,340 96,240 99,830 101,330

88,180 88,460 91,220 94,610 96,190

6,270 6,290 6,600 7,100 7,040

415,580 426,950 484,150 561,850 636,800

388,680 399,550 452,050 523,450 594,400

26,900 27,400 32,100 38,400 42,400

34,344 38,649 43,804 53,463 61,814

32,649 36,759 41,589 50,775 58,846

1,695 1,891 2,215 2,688 2,968

1975 1976 1977 1978 1979

100,200 102,600 105,800 110,600 112,700

94,900 97,230 100,450 104,810 106,900

7,000 7,400 7,480 8,040 8,200

664,700 737,700 816,600 915,600 1,067,000

621,100 689,200 763,600 856,100 997,500

43,600 48,500 53,000 59,500 69,500

64,541 71,626 79,306 90,691 106,246

61,489 68,231 75,596 86,466 101,346

3,052 3,395 3,710 4,225 4,900

1980 1981 1982 1983 1984

113,000 113,000 111,800 112,100 116,300

107,200 107,300 105,800 105,900 109,900

8,200 8,250 8,550 9,200 9,900

1,180,700 1,294,100 1,365,300 1,454,100 1,608,800

1,109,000 1,220,000 1,290,000 1,369,000 1,515,000

71,700 74,100 75,300 85,100 93,800

117,729 136,468 145,382 154,703 183,403

112,674 130,540 139,320 147,852 172,710

5,055 5,928 6,062 6,851 10,693

1985 1986 1987 1988 1989

119,800 122,900 125,600 129,600 131,700

113,400 115,900 118,200 122,100 123,900

10,600 11,200 12,000 12,400 12,900

1,722,600 1,844,400 1,960,000 2,088,400 2,239,500

1,621,000 1,730,800 1,835,100 1,952,000 2,096,000

101,600 113,600 124,900 136,400 143,500

196,376 210,262 223,440 253,114 271,427

184,794 197,311 209,201 236,582 254,035

11,582 12,950 14,239 16,532 17,392

1990 1991 1992 1993 1994

133,600 133,000 134,000 136,100 138,200

126,100 125,200 126,000 128,100 130,100

12,500 12,800 13,100 13,200 13,300

2,358,000 2,422,500 2,532,900 2,636,100 2,785,200

2,222,000 2,283,000 2,386,000 2,483,400 2,624,500

136,000 139,500 146,900 152,700 160,700

292,392 300,390 314,080 326,876 345,365

275,528 283,092 295,864 307,942 325,438

16,864 17,298 18,216 18,935 19,927 (Continued)


4.B OASDI: Covered Workers Table 4.B11—Number of workers with Social Security (OASDI) taxable earnings, amount taxable, and contributions, by type of earnings, selected years 1937–2014—Continued a

b

Number (thousands)



c,d

Year

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

1995 1996 1997 1998 1999

141,000 143,400 146,145 148,786 151,333

132,800 135,100 137,765 140,386 142,703

13,500 13,900 14,020 14,230 14,500

2,919,100 3,073,500 3,285,000 3,524,900 3,749,600

2,754,300 2,901,700 3,104,300 3,333,700 3,547,300

164,800 171,800 180,700 191,200 202,300

361,968 381,114 407,340 437,088 464,950

341,533 359,811 384,933 413,379 439,865

20,435 21,303 22,407 23,709 25,085

2000 2001 2002 2003 2004

154,732 155,416 154,893 154,576 156,405

146,097 146,596 145,793 145,101 146,662

14,675 14,930 15,249 15,969 16,496

4,008,500 4,167,900 4,250,100 4,355,000 4,554,500

3,798,400 3,950,100 4,021,800 4,114,000 4,295,900

210,100 217,800 228,300 241,000 258,600

497,054 516,820 527,012 540,020 564,758

471,002 489,812 498,703 510,136 532,692

26,052 27,007 28,309 29,884 32,066

2005 2006 2007 2008 2009

158,511 161,052 162,928 162,532 157,940

148,530 150,787 152,474 152,225 147,375

17,098 17,724 18,214 17,973 17,901

4,766,000 5,043,400 5,268,200 5,432,800 5,271,200

4,490,500 4,751,700 4,973,300 5,140,600 4,985,700

275,500 291,700 294,900 292,200 285,500

590,984 625,382 653,257 673,667 653,629

556,822 589,211 616,689 637,434 618,227

34,162 36,171 36,568 36,233 35,402

2010 2011 e 2012 e 2013 f g 2014

157,329 158,956 161,261 163,355 165,603

146,734 147,920 150,144 152,378 154,762

17,944 18,801 19,044 18,609 18,621

5,307,100 5,485,600 5,708,600 5,936,714 6,163,465

5,021,200 5,175,800 5,382,000 5,581,000 5,798,197

285,900 309,800 326,600 355,714 365,268

658,080 680,214 707,866 736,153 764,270

622,629 641,799 667,368 692,044 718,976

35,452 38,415 40,498 44,109 45,293

SOURCES: Social Security Administration, Master Earnings File, 1 percent sample; Bureau of Economic Analysis; and Bureau of Labor Statistics. NOTES: . . . = not applicable. Totals do not necessarily equal the sum of rounded components. a. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. b. Includes Social Security taxable wages as reported by employers and Social Security taxable self-employment income as reported by self-employed individuals. See Table 2.A3 for annual maximum taxable earnings. c. See Table 2.A3 for contribution rates. d. Data are unadjusted for multi-employer tax refunds. Unadjusted for tax credits. See Table 2.A5 for information on tax credits. e. Preliminary data. f. Taxable earnings are preliminary estimates based on Social Security data; employment data are preliminary estimates based on data from Bureau of Labor Statistics and the National Income and Product Accounts. g. Preliminary estimates based on data from Bureau of Labor Statistics and Bureau of Economic Analysis. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B12—Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and contributions, by state or other area and type of earnings, 2013 b

c

Number (thousands)

d


HI contributions (millions of dollars)

State or area a

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

All areas

167,275

156,545

19,441

7,355,869

6,784,900

570,969

213,320

196,762

16,558

2,359 438 3,137 1,451 18,675

2,218 415 2,957 1,362 17,082

265 48 334 162 2,619

85,542 20,336 124,611 49,321 952,259

79,658 18,676 116,304 46,006 866,343

5,884 1,659 8,307 3,315 85,916

2,481 590 3,614 1,430 27,616

2,310 542 3,373 1,334 25,124

171 48 241 96 2,492


2,896 2,031 505 397 9,576

2,713 1,894 483 377 8,822

355 238 40 43 1,314

132,587 131,264 22,906 26,520 367,024

122,491 118,060 21,458 23,924 342,865

10,096 13,205 1,449 2,596 24,158

3,845 3,807 664 769 10,644

3,552 3,424 622 694 9,943

293 383 42 75 701


5,009 769 825 6,930 3,642

4,676 724 773 6,504 3,473

621 78 97 797 342

202,492 30,900 28,904 326,562 131,819

188,461 28,769 26,726 301,386 123,436

14,031 2,131 2,178 25,176 8,383

5,872 896 838 9,470 3,823

5,465 834 775 8,740 3,580

407 62 63 730 243


1,782 1,592 2,270 2,389 764

1,678 1,498 2,145 2,246 712

210 184 234 280 94

65,815 62,993 77,772 92,098 27,468

60,367 57,302 73,095 85,733 25,341

5,448 5,692 4,677 6,365 2,126

1,909 1,827 2,255 2,671 797

1,751 1,662 2,120 2,486 735

158 165 136 185 62


3,313 3,813 5,217 3,200 1,431

3,128 3,588 4,920 3,026 1,330

351 423 570 351 184

175,575 211,622 203,187 143,630 46,745

162,830 194,839 189,797 134,051 42,912

12,746 16,784 13,390 9,579 3,833

5,092 6,137 5,892 4,165 1,356

4,722 5,650 5,504 3,887 1,244

370 487 388 278 111


3,177 573 1,096 1,359 808

2,998 531 1,033 1,284 755

337 76 127 140 90

120,255 19,348 42,696 53,591 37,773

112,155 17,299 39,157 50,233 35,165

8,100 2,050 3,539 3,358 2,608

3,487 561 1,238 1,554 1,095

3,252 502 1,136 1,457 1,020

235 59 103 97 76


4,861 964 10,464 4,974 492

4,564 906 9,703 4,661 465

545 108 1,313 570 55

281,352 33,735 553,603 190,364 19,399

257,819 31,581 494,103 176,778 17,373

23,533 2,154 59,500 13,586 2,026

8,159 978 16,054 5,521 563

7,477 916 14,329 5,127 504

682 62 1,726 394 59


6,308 1,994 2,005 6,888 608

5,976 1,873 1,875 6,530 572

648 218 224 668 65

253,911 71,574 80,083 299,264 25,851

238,263 66,852 74,129 279,836 24,274

15,648 4,722 5,954 19,428 1,577

7,363 2,076 2,322 8,679 750

6,910 1,939 2,150 8,115 704

454 137 173 563 46

2,356 556 3,347 13,390 1,469

2,222 521 3,103 12,481 1,408

245 69 428 1,678 138

85,046 18,079 132,288 596,581 56,805

79,859 16,551 117,163 549,576 53,969

5,187 1,528 15,125 47,005 2,836

2,466 524 3,836 17,301 1,647

2,316 480 3,398 15,938 1,565

150 44 439 1,363 82



(Continued)


4.B OASDI: Covered Workers Table 4.B12—Number of workers with Medicare Part A (HI) taxable earnings, amount taxable, and contributions, by state or other area and type of earnings, 2013—Continued b

c

Number (thousands)

d


HI contributions (millions of dollars)

State or area a

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed

Total

Wage and salary

Selfemployed


387 4,533 3,667 894 3,266 341

361 4,293 3,463 853 3,108 322

48 463 356 78 305 39

14,093 220,926 176,461 31,849 128,122 14,079

13,021 205,467 165,648 29,679 121,428 12,672

1,073 15,459 10,813 2,169 6,694 1,407

409 6,407 5,117 924 3,716 408

378 5,959 4,804 861 3,521 367

31 448 314 63 194 41

Outlying area Puerto Rico

1,147

1,059

114

27,939

25,367

2,573

810

736

75

937

880

61

30,852

28,655

2,197

895

831

64

Other and unknown e

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample. NOTE: Data are based on preliminary estimates. a. Most state assignments are based on end-of-year residence obtained from electronically filed employer wage reports; the remainder are based on location of employer from reports filed on paper. b. Workers with earnings in both wage and salary employment and self-employment are counted in each type of employment but only once in the total. National and state totals and subtotals are unduplicated counts of workers in each type of employment. c. No annual maximum taxable earnings amount for Medicare. Totals do not necessarily equal the sum of rounded components. d. For 2013 earnings, paid at the rate of 1.45 percent of taxable wages by both employees and employers, 1.45 percent of taxable tips by employees, and 2.9 percent of self-employment income by self-employed workers. Totals do not necessarily equal the sum of rounded components. e. Persons employed in American Samoa, Guam, Northern Mariana Islands, and U.S. Virgin Islands; U.S. citizens employed abroad by U.S. employers; persons employed on U.S. oceanborne vessels; and workers with unknown residence. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B13—Social Security (OASDI) taxable earnings, by sex and age, 2013 Total, a

Under 20

20–29

All workers Men Women

5,936,714 3,533,518 2,403,196

38,315 20,221 18,095

769,239 431,753 337,487

1,325,131 783,999 541,132


100 100 100

1 1 1

13 12 14

22 22 23

Sex

all ages

30–39

40–49

50–59

60–61

62–64

65–69

70 or older

223,226 134,375 88,851

234,275 140,157 94,118

191,552 121,550 70,001

93,597 64,356 29,241

4 4 4

4 4 4

3 3 3

2 2 1

100 60 40

100 60 40

100 63 37

100 69 31

Social Security (OASDI) taxable earnings (in millions of dollars) 1,539,371 930,096 609,275

1,521,986 906,999 614,988

Percentage distribution, by age 26 26 25

26 26 26

Percentage distribution, by sex All workers Men Women

100 60 40

100 53 47

100 56 44

100 59 41

100 60 40

100 60 40

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTES: Includes Social Security taxable wages as reported by employers and Social Security taxable self-employment income as reported by self-employed individuals. Totals do not necessarily equal the sum of rounded components. a. Includes workers of unknown age. CONTACT: (410) 965-0090 or [email protected].


4.B OASDI: Covered Workers Table 4.B14—Medicare Part A (HI) taxable earnings, by sex and age, 2013 Total, a

Under 20

20–29


7,355,869 4,620,431 2,735,438

38,681 20,411 18,269

807,625 456,040 351,585

1,523,892 919,152 604,740


100 100 100

1 0 1

11 10 13

21 20 22

Sex

all ages

30–39

40–49

50–59

60–61

62–64

65–69

70 or older

295,286 192,568 102,719

310,083 201,708 108,376

265,086 184,468 80,619

132,962 99,207 33,755

4 4 4

4 4 4

4 4 3

2 2 1

100 65 35

100 65 35

100 70 30

100 75 25

Medicare Part A (HI) taxable earnings (in millions of dollars) 1,974,310 1,260,880 713,431

2,007,920 1,285,985 721,935

Percentage distribution, by age 27 27 26

27 28 26

Percentage distribution, by sex All workers Men Women

100 63 37

100 53 47

100 56 44

100 60 40

SOURCE: Social Security Administration, Master Earnings File, 1 percent sample. NOTE: Totals do not necessarily equal the sum of rounded components. a. Includes workers of unknown age. CONTACT: (410) 965-0090 or [email protected].


100 64 36

100 64 36

4.C OASDI: Insured Workers Table 4.C1—Estimated number of insured workers, by insured status, December 31, 1940–2015 (in millions) Fully insured for retirement benefits, survivor benefits, or both Year

Total

Permanently insured

Not permanently insured

Insured in event of disability

1940 1941 1942 1943 1944

24.2 25.8 28.1 29.9 31.9

1.1 1.4 1.8 2.3 2.8

23.1 24.4 26.3 27.6 29.1

... ... ... ... ...

1945 1946 1947 1948 1949

33.4 35.4 37.3 38.9 40.1

3.4 8.6 11.6 13.2 14.9

30.0 26.8 25.7 25.7 25.2

... ... ... ... ...

1950 1951 1952 1953 1954

59.8 62.8 68.2 71.0 70.2

21.0 22.9 25.6 27.7 29.9

38.8 39.9 42.7 43.4 40.4

... ... ... ... 31.9

1955 1956 1957 1958 1959

70.5 74.0 76.1 76.5 76.7

32.5 36.1 38.3 40.3 42.2

38.0 38.0 37.9 36.2 34.6

35.4 37.2 38.4 43.4 46.4

1960 1961 1962 1963 1964

84.4 88.5 89.8 91.3 92.8

47.6 53.3 54.9 56.6 58.3

36.8 35.3 34.8 34.7 34.5

48.5 50.5 51.5 52.3 53.3

1965 1966 1967 1968 1969

94.8 97.2 99.9 102.6 106.0

60.2 61.9 63.3 64.5 66.4

34.6 35.3 36.6 38.1 39.5

55.0 55.7 56.9 70.9 73.2

1970 1971 1972 1973 1974

108.7 111.2 113.8 117.0 120.5

67.6 68.8 70.1 71.4 72.9

41.1 42.4 43.7 45.6 47.5

75.4 77.1 78.8 81.4 84.3

1975 1976 1977 1978 1979

123.9 126.7 129.7 134.2 138.1

75.0 76.8 78.8 81.1 83.6

48.9 49.9 50.9 53.0 54.5

86.3 87.8 89.7 94.1 97.8

1980 1981 1982 1983 1984

141.1 143.5 145.5 147.0 149.0

86.0 88.7 91.5 94.5 97.5

55.1 54.9 54.0 52.5 51.5

100.5 102.3 103.7 104.7 106.3 (Continued)


4.C OASDI: Insured Workers Table 4.C1—Estimated number of insured workers, by insured status, December 31, 1940–2015 (in millions)—Continued Fully insured for retirement benefits, survivor benefits, or both Year

Total

Permanently insured

Not permanently insured

Insured in event of disability

1985 1986 1987 1988 1989

151.6 154.0 156.4 159.1 162.0

100.6 103.9 108.0 111.2 114.0

50.9 50.1 48.4 47.9 47.9

108.8 111.0 113.2 115.3 117.5

1990 1991 1992 1993 1994

164.4 166.3 167.8 169.3 171.1

116.7 119.0 121.3 123.7 126.1

47.7 47.3 46.5 45.6 45.0

119.5 120.7 122.0 123.4 125.1

1995 1996 1997 1998 1999

173.3 175.4 177.6 180.1 182.7

128.4 130.9 133.5 136.1 138.3

44.9 44.5 44.1 44.1 44.3

127.1 129.1 131.2 133.4 135.8

2000 2001 2002 2003 2004

185.2 187.5 189.3 191.0 192.8

140.3 142.2 144.0 146.0 148.1

44.9 45.3 45.3 44.9 44.7

138.1 140.0 141.3 142.4 143.8

2005 2006 2007 2008 2009

194.8 197.1 199.5 201.6 203.0

150.2 152.3 154.5 156.6 158.5

44.6 44.8 44.9 45.0 44.6

145.5 147.2 148.8 149.9 149.5

2010 2011 2012 2013 2014 2015

204.1 205.6 207.3 209.2 211.1 213.1

160.2 161.8 163.3 165.3 167.3 169.4

43.9 43.7 44.0 43.9 43.8 43.8

148.8 148.8 149.2 149.9 150.6 151.2

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample. NOTES: Insured workers are those who have accumulated sufficient quarters of coverage over their working lifetimes to be eligible for benefits. Figures are subject to revision. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.C OASDI: Insured Workers Table 4.C2—Estimated number of insured workers, by insured status, sex, and age, December 31, 1970–2015 (in thousands) Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–64

65–69

70–74

75 or older

Fully insured for retirement benefits, survivor benefits, or both Total 1970 1971 1972 1973 1974

108,734 111,237 113,798 117,035 120,463

4,149 4,203 4,241 4,662 5,186

14,872 15,331 15,511 15,993 16,543

12,848 13,592 14,481 15,214 16,050

10,242 10,674 11,235 11,853 12,390

9,290 9,306 9,500 9,729 9,948

9,727 9,626 9,450 9,314 9,316

9,978 9,913 9,913 9,835 9,689

9,096 9,284 9,377 9,552 9,724

7,960 8,088 8,241 8,344 8,430

6,808 6,964 7,079 7,208 7,347

5,264 5,496 5,707 5,915 6,098

3,798 3,842 3,973 4,102 4,268

4,703 4,918 5,091 5,315 5,473

1975 1976 1977 1978 1979

123,935 126,745 129,737 134,157 138,116

5,337 5,219 5,237 6,198 6,725

16,999 17,462 17,863 18,491 18,974

16,941 17,457 17,712 18,207 18,769

12,834 13,600 14,512 15,288 16,155

10,230 10,666 11,243 11,892 12,458

9,289 9,317 9,517 9,772 10,014

9,653 9,557 9,389 9,274 9,290

9,680 9,638 9,646 9,591 9,472

8,637 8,822 8,932 9,111 9,282

7,497 7,650 7,794 7,879 7,948

6,229 6,383 6,532 6,671 6,832

4,577 4,752 4,903 5,066 5,217

6,034 6,223 6,458 6,715 6,978

1980 1981 1982 1983 1984

141,124 143,544 145,525 147,016 149,028

6,594 6,059 5,391 4,606 4,173

19,278 19,365 19,120 18,671 18,272

19,290 19,751 20,185 20,466 20,713

17,078 17,622 17,860 18,300 18,784

12,918 13,692 14,611 15,314 16,137

10,322 10,762 11,348 11,973 12,491

9,255 9,307 9,507 9,748 10,011

9,465 9,372 9,230 9,130 9,106

9,255 9,234 9,236 9,186 9,119

8,137 8,303 8,433 8,557 8,709

6,958 7,091 7,193 7,280 7,265

5,341 5,483 5,614 5,737 5,892

7,235 7,504 7,797 8,047 8,357

1985 1986 1987 1988 1989

151,554 154,035 156,413 159,077 161,952

4,280 4,396 4,526 4,863 5,024

17,873 17,410 16,924 16,546 16,457

20,894 21,003 20,965 20,970 20,884

19,309 19,802 20,282 20,607 20,964

17,031 17,559 17,803 18,283 18,777

12,911 13,687 14,605 15,300 16,140

10,302 10,716 11,291 11,913 12,433

9,101 9,171 9,346 9,581 9,867

9,075 8,986 8,892 8,826 8,786

8,715 8,676 8,671 8,644 8,600

7,431 7,628 7,744 7,818 7,953

6,005 6,107 6,176 6,275 6,305

8,626 8,892 9,187 9,452 9,763

1990 1991 1992 1993 1994

164,429 166,304 167,822 169,308 171,062

4,791 4,315 3,959 3,745 3,763

16,569 16,553 16,215 15,782 15,318

20,613 20,089 19,522 19,002 18,667

21,263 21,482 21,516 21,519 21,335

19,336 19,872 20,408 20,768 21,118

17,023 17,532 17,766 18,261 18,770

12,832 13,601 14,496 15,172 15,983

10,142 10,530 11,087 11,700 12,195

8,808 8,872 9,022 9,244 9,523

8,552 8,501 8,416 8,348 8,326

7,996 7,972 8,012 7,995 7,914

6,452 6,645 6,776 6,869 7,024

10,053 10,340 10,627 10,902 11,127

1995 1996 1997 1998 1999

173,254 175,412 177,642 180,129 182,678

3,992 4,236 4,390 4,652 4,865

14,982 14,707 14,773 15,061 15,481

18,623 18,632 18,509 18,249 17,900

20,962 20,459 19,934 19,476 19,214

21,391 21,554 21,624 21,684 21,566

19,315 19,855 20,383 20,760 21,115

16,860 17,361 17,600 18,087 18,629

12,590 13,334 14,228 14,900 15,677

9,781 10,169 10,702 11,306 11,791

8,367 8,448 8,602 8,839 9,084

7,900 7,860 7,811 7,755 7,795

7,057 7,032 7,059 7,064 7,004

11,434 11,764 12,028 12,297 12,558

2000 2001 2002 2003 2004

185,191 187,470 189,309 190,961 192,768

4,933 4,834 4,426 3,991 3,720

15,969 16,403 16,624 16,644 16,552

17,475 17,208 17,259 17,481 17,821

19,235 19,273 19,172 18,893 18,540

21,241 20,791 20,258 19,807 19,507

21,432 21,629 21,722 21,781 21,684

19,185 19,742 20,253 20,631 20,957

16,550 17,039 17,292 17,758 18,303

12,186 12,907 13,786 14,446 15,197

9,347 9,722 10,261 10,838 11,321

7,841 7,930 8,077 8,329 8,561

7,014 6,996 6,970 6,929 6,989

12,784 12,996 13,212 13,432 13,614

2005 2006 2007 2008 2009

194,842 197,108 199,462 201,580 203,030

3,626 3,671 3,687 3,577 3,107

16,471 16,433 16,464 16,537 16,333

18,254 18,669 19,012 19,261 19,330

18,041 17,745 17,743 17,943 18,256

19,540 19,545 19,440 19,130 18,775

21,324 20,881 20,350 19,904 19,562

21,288 21,472 21,560 21,610 21,553

18,846 19,386 19,876 20,261 20,562

16,056 16,514 16,771 17,209 17,757

11,709 12,435 13,280 13,905 14,644

8,821 9,202 9,751 10,319 10,774

7,049 7,135 7,295 7,563 7,784

13,816 14,020 14,231 14,359 14,593

2010 2011 2012 2013 2014 2015

204,124 205,566 207,319 209,188 211,106 213,133

2,476 2,128 2,036 2,070 2,184 2,350

15,975 15,732 15,603 15,339 14,969 14,564

19,321 19,322 19,320 19,435 19,602 19,811

18,664 19,039 19,349 19,577 19,689 19,707

18,228 17,905 17,881 18,088 18,382 18,845

19,600 19,584 19,462 19,151 18,808 18,300

21,174 20,712 20,186 19,743 19,415 19,471

20,907 21,084 21,137 21,206 21,161 20,804

18,269 18,793 19,262 19,648 19,959 20,316

15,482 15,901 16,134 16,533 17,060 17,578

11,138 11,868 12,686 13,277 13,978 14,720

8,048 8,405 8,918 9,446 9,869 10,217

14,842 15,091 15,342 15,674 16,028 16,449

(Continued)


4.C OASDI: Insured Workers Table 4.C2—Estimated number of insured workers, by insured status, sex, and age, December 31, 1970–2015 (in thousands)—Continued Year

Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–64

65–69

70–74

75 or older

Fully insured for retirement benefits, survivor benefits, or both (cont.) Male 1970 1971 1972 1973 1974

63,090 64,124 65,192 66,615 68,106

2,725 2,735 2,726 2,937 3,196

8,491 8,680 8,738 8,951 9,222

7,172 7,540 7,977 8,311 8,700

5,900 6,122 6,415 6,736 6,999

5,466 5,461 5,555 5,665 5,763

5,720 5,653 5,537 5,446 5,427

5,784 5,742 5,740 5,699 5,620

5,271 5,357 5,395 5,481 5,574

4,695 4,734 4,787 4,810 4,827

3,936 4,013 4,064 4,120 4,180

3,017 3,103 3,179 3,255 3,323

2,172 2,177 2,233 2,288 2,353

2,741 2,808 2,847 2,914 2,920

1975 1976 1977 1978 1979

69,374 70,543 71,822 73,841 75,566

3,231 3,089 3,048 3,591 3,850

9,402 9,609 9,779 10,019 10,182

9,142 9,382 9,483 9,703 9,970

7,202 7,580 8,031 8,384 8,789

5,891 6,109 6,399 6,720 6,988

5,396 5,402 5,495 5,607 5,707

5,589 5,524 5,415 5,330 5,313

5,546 5,518 5,520 5,486 5,412

4,920 5,014 5,069 5,164 5,258

4,245 4,306 4,363 4,392 4,418

3,380 3,450 3,520 3,585 3,662

2,413 2,490 2,555 2,628 2,696

3,018 3,069 3,143 3,230 3,321

1980 1981 1982 1983 1984

76,780 77,774 78,532 79,114 79,951

3,713 3,385 2,973 2,530 2,285

10,296 10,328 10,182 9,933 9,724

10,212 10,426 10,642 10,784 10,896

9,227 9,464 9,546 9,747 9,981

7,191 7,573 8,022 8,356 8,753

5,835 6,045 6,337 6,650 6,911

5,278 5,294 5,385 5,496 5,608

5,391 5,324 5,228 5,158 5,129

5,236 5,219 5,213 5,182 5,140

4,513 4,606 4,679 4,744 4,822

3,722 3,784 3,832 3,876 3,868

2,752 2,819 2,879 2,938 3,013

3,413 3,507 3,615 3,720 3,819

1985 1986 1987 1988 1989

81,056 82,102 83,107 84,271 85,618

2,346 2,391 2,439 2,601 2,697

9,501 9,236 8,963 8,763 8,737

10,967 11,008 10,976 10,969 10,941

10,241 10,475 10,708 10,852 11,011

9,189 9,418 9,494 9,702 9,928

7,107 7,495 7,942 8,266 8,664

5,734 5,928 6,220 6,528 6,777

5,113 5,138 5,219 5,329 5,456

5,102 5,036 4,970 4,915 4,884

4,818 4,789 4,779 4,756 4,730

3,961 4,067 4,127 4,167 4,224

3,066 3,111 3,145 3,193 3,212

3,911 4,009 4,125 4,229 4,358

1990 1991 1992 1993 1994

86,769 87,529 88,142 88,715 89,461

2,571 2,303 2,084 1,968 1,976

8,804 8,750 8,570 8,306 8,044

10,827 10,572 10,282 10,007 9,823

11,158 11,272 11,287 11,289 11,189

10,194 10,454 10,725 10,899 11,071

9,080 9,287 9,362 9,586 9,834

6,957 7,336 7,768 8,076 8,459

5,571 5,746 6,021 6,317 6,552

4,883 4,905 4,970 5,069 5,189

4,705 4,670 4,614 4,565 4,544

4,245 4,234 4,261 4,259 4,228

3,296 3,407 3,482 3,538 3,616

4,477 4,594 4,717 4,837 4,937

1995 1996 1997 1998 1999

90,363 91,267 92,219 93,274 94,364

2,087 2,190 2,267 2,403 2,518

7,809 7,638 7,643 7,754 7,929

9,775 9,745 9,634 9,462 9,237

10,996 10,737 10,457 10,207 10,054

11,196 11,263 11,282 11,304 11,237

10,100 10,374 10,641 10,822 10,986

8,877 9,091 9,174 9,403 9,672

6,731 7,097 7,534 7,842 8,205

5,294 5,471 5,735 6,026 6,257

4,551 4,579 4,644 4,751 4,854

4,231 4,212 4,181 4,142 4,152

3,633 3,623 3,646 3,650 3,629

5,085 5,248 5,380 5,507 5,634

2000 2001 2002 2003 2004

95,452 96,427 97,194 97,857 98,628

2,535 2,476 2,251 2,024 1,867

8,176 8,396 8,510 8,497 8,455

8,979 8,814 8,832 8,929 9,092

10,036 10,022 9,934 9,768 9,562

11,066 10,834 10,550 10,312 10,155

11,128 11,208 11,239 11,261 11,206

9,947 10,221 10,478 10,656 10,803

8,622 8,831 8,920 9,138 9,409

6,440 6,793 7,212 7,514 7,861

4,971 5,147 5,413 5,690 5,915

4,158 4,191 4,255 4,375 4,482

3,646 3,638 3,622 3,596 3,621

5,748 5,859 5,977 6,096 6,200

2005 2006 2007 2008 2009

99,525 100,526 101,549 102,486 103,036

1,808 1,825 1,826 1,774 1,516

8,410 8,376 8,374 8,398 8,290

9,303 9,517 9,695 9,819 9,835

9,269 9,088 9,070 9,155 9,311

10,159 10,134 10,049 9,862 9,649

11,033 10,814 10,540 10,309 10,127

10,952 11,033 11,067 11,093 11,060

9,676 9,942 10,180 10,365 10,495

8,269 8,459 8,554 8,755 9,022

6,086 6,441 6,844 7,130 7,467

4,601 4,780 5,044 5,310 5,523

3,641 3,689 3,767 3,896 3,996

6,319 6,427 6,539 6,619 6,745

2010 2011 2012 2013 2014 2015

103,395 103,977 104,775 105,559 106,390 107,316

1,193 1,039 1,006 1,009 1,065 1,162

8,061 7,926 7,878 7,750 7,564 7,356

9,815 9,797 9,779 9,828 9,917 10,037

9,514 9,704 9,863 9,966 10,005 9,995

9,340 9,150 9,124 9,214 9,349 9,571

10,129 10,096 10,007 9,826 9,629 9,350

10,879 10,652 10,385 10,157 9,989 10,007

10,657 10,739 10,759 10,791 10,768 10,605

9,272 9,523 9,759 9,936 10,075 10,241

7,855 8,032 8,118 8,302 8,559 8,810

5,687 6,037 6,425 6,694 7,014 7,354

4,117 4,279 4,525 4,769 4,965 5,123

6,877 7,003 7,146 7,316 7,489 7,705

(Continued)



Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

50–54

55–59

60–64

65–69

70–74

75 or older

Fully insured for retirement benefits, survivor benefits, or both (cont.) Female 1970 1971 1972 1973 1974

45,644 47,113 48,605 50,420 52,357

1,423 1,468 1,515 1,725 1,990

6,381 6,651 6,773 7,041 7,322

5,676 6,052 6,504 6,904 7,349

4,341 4,553 4,820 5,116 5,390

3,824 3,845 3,945 4,064 4,185

4,006 3,974 3,913 3,867 3,889

4,194 4,171 4,172 4,135 4,069

3,826 3,927 3,982 4,070 4,151

3,266 3,354 3,454 3,534 3,604

2,872 2,951 3,016 3,088 3,166

2,247 2,393 2,528 2,660 2,775

1,626 1,665 1,740 1,814 1,915

1,961 2,110 2,244 2,401 2,553

1975 1976 1977 1978 1979

54,561 56,202 57,916 60,317 62,550

2,106 2,130 2,188 2,607 2,876

7,597 7,853 8,084 8,472 8,792

7,799 8,076 8,229 8,504 8,799

5,632 6,019 6,481 6,904 7,367

4,339 4,557 4,844 5,172 5,470

3,893 3,914 4,022 4,165 4,307

4,063 4,033 3,974 3,944 3,977

4,134 4,120 4,126 4,105 4,060

3,716 3,808 3,863 3,947 4,024

3,252 3,344 3,431 3,487 3,531

2,850 2,933 3,012 3,087 3,170

2,163 2,262 2,348 2,438 2,521

3,016 3,154 3,314 3,485 3,657

1980 1981 1982 1983 1984

64,344 65,770 66,993 67,902 69,077

2,880 2,674 2,418 2,076 1,887

8,981 9,037 8,938 8,738 8,548

9,078 9,325 9,543 9,682 9,816

7,852 8,158 8,314 8,553 8,803

5,727 6,119 6,590 6,957 7,384

4,487 4,717 5,011 5,323 5,580

3,976 4,013 4,121 4,252 4,403

4,074 4,048 4,002 3,972 3,976

4,019 4,015 4,023 4,004 3,979

3,623 3,697 3,753 3,812 3,887

3,235 3,306 3,361 3,404 3,396

2,589 2,664 2,735 2,799 2,879

3,822 3,997 4,183 4,328 4,538

1985 1986 1987 1988 1989

70,497 71,932 73,306 74,806 76,334

1,934 2,005 2,087 2,261 2,327

8,373 8,174 7,961 7,783 7,720

9,926 9,995 9,989 10,001 9,943

9,068 9,328 9,574 9,755 9,953

7,841 8,141 8,309 8,581 8,849

5,804 6,192 6,663 7,034 7,476

4,568 4,788 5,072 5,385 5,656

3,988 4,032 4,127 4,252 4,411

3,973 3,950 3,922 3,911 3,902

3,898 3,887 3,892 3,888 3,870

3,470 3,561 3,617 3,651 3,729

2,939 2,996 3,032 3,082 3,093

4,714 4,883 5,062 5,224 5,405

1990 1991 1992 1993 1994

77,660 78,775 79,680 80,593 81,601

2,220 2,012 1,875 1,777 1,787

7,765 7,803 7,645 7,476 7,274

9,787 9,517 9,240 8,995 8,845

10,105 10,211 10,229 10,230 10,146

9,142 9,419 9,683 9,869 10,047

7,942 8,245 8,404 8,674 8,936

5,874 6,265 6,728 7,096 7,524

4,570 4,783 5,067 5,383 5,643

3,925 3,967 4,052 4,175 4,334

3,847 3,831 3,802 3,783 3,782

3,751 3,738 3,751 3,736 3,686

3,155 3,238 3,294 3,332 3,407

5,576 5,746 5,910 6,066 6,190

1995 1996 1997 1998 1999

82,892 84,145 85,424 86,854 88,315

1,905 2,046 2,122 2,249 2,347

7,174 7,069 7,130 7,306 7,552

8,849 8,888 8,875 8,787 8,662

9,966 9,723 9,477 9,269 9,160

10,196 10,291 10,341 10,380 10,329

9,215 9,481 9,742 9,937 10,129

7,983 8,270 8,426 8,684 8,958

5,858 6,237 6,694 7,058 7,472

4,488 4,698 4,968 5,280 5,534

3,816 3,869 3,958 4,088 4,230

3,669 3,648 3,630 3,613 3,643

3,425 3,409 3,413 3,413 3,375

6,349 6,516 6,648 6,790 6,925

2000 2001 2002 2003 2004

89,739 91,042 92,115 93,104 94,140

2,398 2,359 2,175 1,967 1,853

7,792 8,008 8,114 8,147 8,097

8,495 8,394 8,426 8,553 8,729

9,199 9,251 9,238 9,125 8,978

10,175 9,957 9,708 9,495 9,353

10,304 10,421 10,482 10,520 10,478

9,239 9,521 9,775 9,974 10,154

7,928 8,208 8,372 8,620 8,894

5,746 6,114 6,574 6,932 7,336

4,376 4,575 4,848 5,148 5,406

3,683 3,739 3,822 3,954 4,080

3,368 3,358 3,348 3,333 3,369

7,036 7,137 7,235 7,337 7,415

2005 2006 2007 2008 2009

95,317 96,582 97,913 99,095 99,993

1,818 1,846 1,861 1,804 1,591

8,062 8,057 8,090 8,139 8,043

8,951 9,152 9,317 9,442 9,494

8,773 8,657 8,673 8,788 8,945

9,382 9,411 9,392 9,267 9,126

10,290 10,066 9,810 9,595 9,435

10,336 10,440 10,494 10,518 10,493

9,170 9,444 9,696 9,896 10,067

7,788 8,055 8,218 8,454 8,734

5,623 5,994 6,436 6,775 7,177

4,220 4,422 4,707 5,009 5,251

3,408 3,446 3,529 3,667 3,788

7,497 7,593 7,692 7,740 7,848

2010 2011 2012 2013 2014 2015

100,729 101,589 102,545 103,630 104,716 105,817

1,282 1,089 1,031 1,061 1,119 1,188

7,914 7,806 7,725 7,589 7,406 7,208

9,506 9,526 9,541 9,608 9,684 9,774

9,151 9,335 9,486 9,611 9,684 9,712

8,888 8,755 8,757 8,873 9,032 9,275

9,471 9,488 9,455 9,324 9,179 8,950

10,296 10,060 9,801 9,587 9,426 9,464

10,251 10,345 10,378 10,414 10,393 10,200

8,997 9,271 9,504 9,712 9,885 10,075

7,627 7,869 8,016 8,232 8,501 8,768

5,450 5,831 6,261 6,583 6,964 7,366

3,931 4,126 4,393 4,677 4,904 5,094

7,965 8,087 8,196 8,358 8,539 8,744

(Continued)



Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

Insured in event of disability Total

50–54

55–59

60–64

65–69

70–74

75 or older

a

1970 1971 1972 1973 1974

75,384 77,113 78,823 81,401 84,308

3,949 3,972 3,966 4,390 4,936

12,773 12,996 12,922 13,425 14,166

10,046 10,726 11,474 12,062 12,800

7,369 7,665 8,217 8,743 9,127

6,834 6,921 7,046 7,282 7,494

7,449 7,433 7,394 7,344 7,336

7,830 7,801 7,844 7,858 7,804

7,191 7,418 7,576 7,704 7,859

6,499 6,640 6,704 6,838 6,868

5,446 5,542 5,681 5,754 5,918

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1975 1976 1977 1978 1979

86,291 87,805 89,740 94,138 97,847

5,063 4,863 4,863 5,934 6,504

14,585 14,745 15,026 16,286 17,152

13,501 13,969 14,212 14,786 15,539

9,439 10,087 10,829 11,475 12,266

7,694 7,946 8,456 8,977 9,415

7,341 7,401 7,495 7,741 7,977

7,788 7,737 7,647 7,578 7,568

7,873 7,785 7,804 7,788 7,733

6,979 7,165 7,267 7,352 7,476

6,029 6,108 6,142 6,222 6,219

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1980 1981 1982 1983 1984

100,487 102,317 103,711 104,704 106,292

6,356 5,802 5,119 4,356 3,939

17,541 17,381 16,844 16,268 16,003

16,293 16,930 17,355 17,666 17,850

13,109 13,745 14,146 14,637 15,253

9,807 10,557 11,463 12,106 12,868

8,261 8,590 9,217 9,772 10,216

7,581 7,693 7,850 8,143 8,370

7,736 7,699 7,647 7,583 7,579

7,501 7,441 7,474 7,490 7,416

6,301 6,478 6,596 6,682 6,798

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1985 1986 1987 1988 1989

108,824 111,031 113,202 115,298 117,513

4,113 4,243 4,365 4,673 4,831

15,983 15,779 15,401 15,128 15,094

18,097 18,274 18,421 18,419 18,370

15,912 16,446 16,946 17,300 17,568

13,660 14,197 14,508 14,943 15,497

10,581 11,305 12,107 12,675 13,392

8,644 8,953 9,532 10,064 10,505

7,606 7,709 7,838 8,087 8,307

7,425 7,388 7,331 7,266 7,282

6,805 6,738 6,753 6,742 6,669

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1990 1991 1992 1993 1994

119,450 120,732 121,957 123,361 125,114

4,587 4,084 3,699 3,501 3,557

15,178 14,943 14,458 14,080 13,767

18,159 17,790 17,335 16,884 16,571

17,843 18,057 18,303 18,411 18,408

16,099 16,624 17,151 17,617 17,957

14,169 14,709 14,977 15,445 16,013

10,836 11,558 12,391 12,996 13,736

8,574 8,883 9,465 10,030 10,474

7,311 7,422 7,552 7,804 8,023

6,694 6,663 6,627 6,591 6,610

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1995 1996 1997 1998 1999

127,082 129,097 131,158 133,389 135,757

3,802 4,060 4,216 4,479 4,702

13,502 13,330 13,540 13,843 14,221

16,545 16,572 16,453 16,290 16,041

18,131 17,725 17,283 16,912 16,721

18,262 18,459 18,606 18,658 18,659

16,591 17,082 17,519 17,910 18,237

14,494 14,991 15,193 15,614 16,160

10,817 11,517 12,325 12,905 13,614

8,280 8,597 9,137 9,682 10,090

6,659 6,765 6,885 7,095 7,312

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

2000 2001 2002 2003 2004

138,052 140,020 141,295 142,412 143,798

4,766 4,663 4,230 3,778 3,523

14,706 15,014 14,996 14,812 14,663

15,653 15,396 15,458 15,593 15,822

16,784 16,877 16,768 16,562 16,256

18,448 18,127 17,717 17,355 17,133

18,580 18,814 18,980 19,022 18,961

16,747 17,271 17,731 18,128 18,410

14,386 14,891 15,121 15,527 16,051

10,423 11,104 11,909 12,510 13,201

7,561 7,864 8,386 8,902 9,303

... ... ... 223 475

... ... ... ... ...

... ... ... ... ...

2005 2006 2007 2008 2009

145,480 147,242 148,843 149,852 149,506

3,458 3,520 3,548 3,432 2,949

14,662 14,816 14,927 14,901 14,460

16,182 16,541 16,829 17,058 17,051

15,807 15,457 15,481 15,594 15,785

17,159 17,164 16,961 16,689 16,287

18,666 18,258 17,743 17,296 17,000

18,677 18,808 18,875 18,839 18,703

16,608 17,061 17,460 17,793 18,019

13,902 14,351 14,550 14,905 15,398

9,594 10,211 10,965 11,500 12,104

766 1,056 1,504 1,846 1,752

... ... ... ... ...

... ... ... ... ...

2010 2011 2012 2013 2014 2015

148,817 148,783 149,172 149,858 150,634 151,240

2,313 1,982 1,940 1,965 2,072 2,232

13,817 13,539 13,695 13,527 13,197 12,860

16,927 16,780 16,714 16,954 17,166 17,412

16,070 16,347 16,561 16,985 17,153 17,248

15,781 15,403 15,368 15,666 15,986 16,434

16,950 16,901 16,692 16,452 16,175 15,730

18,346 17,904 17,388 16,982 16,776 16,791

18,222 18,314 18,334 18,382 18,375 18,069

15,891 16,328 16,690 16,927 17,209 17,489

12,742 13,161 13,356 13,610 14,086 14,485

1,757 2,125 2,434 2,409 2,438 2,490

... ... ... ... ... ...

... ... ... ... ... ...

(Continued)



Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

Insured in event of disability Male

50–54 a

55–59

60–64

65–69

70–74

75 or older

(cont.)

1970 1971 1972 1973 1974

50,192 50,875 51,570 52,724 54,009

2,599 2,587 2,545 2,770 3,054

7,747 7,816 7,748 7,968 8,295

6,586 6,941 7,327 7,604 7,950

5,381 5,528 5,834 6,142 6,332

5,006 5,027 5,075 5,180 5,285

5,237 5,182 5,100 5,015 4,964

5,251 5,204 5,209 5,187 5,112

4,682 4,786 4,857 4,914 5,000

4,199 4,256 4,259 4,303 4,293

3,504 3,548 3,615 3,640 3,726

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1975 1976 1977 1978 1979

54,773 55,227 55,925 57,912 59,416

3,069 2,881 2,831 3,447 3,733

8,457 8,490 8,588 9,159 9,524

8,274 8,423 8,444 8,653 8,959

6,457 6,786 7,154 7,420 7,755

5,370 5,482 5,763 6,046 6,234

4,950 4,958 4,988 5,078 5,169

5,073 5,007 4,902 4,813 4,757

4,992 4,931 4,926 4,895 4,823

4,351 4,450 4,513 4,560 4,631

3,782 3,820 3,816 3,843 3,831

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1980 1981 1982 1983 1984

60,316 60,809 61,032 61,155 61,657

3,589 3,244 2,826 2,392 2,154

9,669 9,537 9,224 8,933 8,767

9,287 9,559 9,734 9,837 9,903

8,116 8,337 8,434 8,601 8,860

6,374 6,729 7,129 7,390 7,732

5,260 5,376 5,661 5,945 6,142

4,737 4,766 4,806 4,905 4,997

4,792 4,724 4,629 4,548 4,501

4,616 4,564 4,564 4,542 4,469

3,877 3,972 4,027 4,063 4,133

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1985 1986 1987 1988 1989

62,660 63,446 64,219 65,013 65,896

2,250 2,304 2,347 2,494 2,592

8,708 8,541 8,311 8,154 8,134

9,997 10,033 10,048 10,028 9,972

9,169 9,413 9,629 9,753 9,844

8,089 8,318 8,405 8,589 8,833

6,293 6,648 7,047 7,293 7,626

5,096 5,212 5,492 5,771 5,965

4,500 4,539 4,589 4,673 4,764

4,442 4,381 4,298 4,237 4,211

4,116 4,058 4,053 4,021 3,956

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1990 1991 1992 1993 1994

66,673 67,069 67,443 67,967 68,670

2,459 2,173 1,937 1,834 1,859

8,190 8,056 7,778 7,538 7,365

9,844 9,640 9,401 9,161 8,958

9,955 10,014 10,108 10,174 10,143

9,131 9,388 9,650 9,849 9,999

7,966 8,201 8,296 8,513 8,806

6,106 6,465 6,869 7,144 7,492

4,865 4,984 5,267 5,564 5,765

4,216 4,263 4,310 4,409 4,511

3,943 3,885 3,828 3,784 3,774

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1995 1996 1997 1998 1999

69,464 70,267 71,109 72,030 73,025

1,980 2,095 2,174 2,311 2,431

7,179 7,037 7,090 7,201 7,358

8,914 8,882 8,783 8,625 8,447

9,972 9,737 9,489 9,257 9,100

10,142 10,223 10,252 10,282 10,253

9,117 9,376 9,610 9,783 9,943

7,836 8,064 8,137 8,346 8,634

5,916 6,269 6,669 6,942 7,274

4,614 4,734 5,010 5,301 5,494

3,794 3,850 3,896 3,982 4,092

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

2000 2001 2002 2003 2004

73,986 74,785 75,242 75,646 76,242

2,445 2,384 2,148 1,910 1,760

7,593 7,729 7,724 7,617 7,553

8,195 8,036 8,023 8,066 8,174

9,091 9,083 8,993 8,825 8,636

10,106 9,921 9,676 9,466 9,315

10,108 10,203 10,258 10,285 10,257

8,967 9,240 9,486 9,660 9,802

7,632 7,867 7,956 8,158 8,424

5,655 5,997 6,386 6,674 6,998

4,195 4,327 4,593 4,866 5,061

... ... ... 120 263

... ... ... ... ...

... ... ... ... ...

2005 2006 2007 2008 2009

76,999 77,782 78,502 78,882 78,490

1,714 1,743 1,752 1,698 1,436

7,540 7,588 7,658 7,640 7,383

8,353 8,521 8,668 8,776 8,772

8,369 8,178 8,135 8,162 8,240

9,310 9,274 9,163 8,977 8,733

10,096 9,889 9,618 9,388 9,192

9,940 9,999 10,028 10,024 9,952

8,736 8,977 9,189 9,330 9,442

7,318 7,525 7,597 7,763 8,004

5,198 5,506 5,875 6,117 6,393

426 580 819 1,007 944

... ... ... ... ...

... ... ... ... ...

2010 2011 2012 2013 2014 2015

77,940 77,778 77,880 78,031 78,187 78,310

1,109 962 957 956 1,008 1,101

7,013 6,858 6,976 6,890 6,721 6,544

8,672 8,561 8,512 8,660 8,750 8,876

8,389 8,527 8,625 8,870 8,905 8,913

8,420 8,201 8,127 8,260 8,381 8,580

9,153 9,078 8,953 8,795 8,595 8,307

9,752 9,520 9,245 9,009 8,895 8,872

9,540 9,581 9,576 9,567 9,547 9,390

8,278 8,494 8,683 8,722 8,844 8,987

6,680 6,871 6,941 7,038 7,276 7,456

934 1,127 1,287 1,265 1,265 1,286

... ... ... ... ... ...

... ... ... ... ... ...

(Continued)



Total, all ages

Under 20

20–24

25–29

30–34

35–39

40–44

45–49

Insured in event of disability Female

50–54 a

55–59

60–64

65–69

70–74

75 or older

(cont.)

1970 1971 1972 1973 1974

25,192 26,238 27,253 28,678 30,299

1,350 1,384 1,421 1,620 1,882

5,026 5,180 5,173 5,457 5,871

3,460 3,785 4,147 4,458 4,850

1,988 2,137 2,383 2,600 2,796

1,828 1,894 1,970 2,102 2,209

2,211 2,252 2,293 2,329 2,373

2,579 2,598 2,636 2,671 2,693

2,509 2,631 2,719 2,790 2,860

2,300 2,383 2,445 2,535 2,575

1,942 1,994 2,066 2,115 2,192

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1975 1976 1977 1978 1979

31,519 32,579 33,816 36,226 38,431

1,994 1,983 2,032 2,488 2,771

6,128 6,255 6,438 7,127 7,628

5,227 5,546 5,768 6,133 6,580

2,982 3,301 3,674 4,055 4,511

2,324 2,464 2,693 2,932 3,181

2,392 2,443 2,507 2,663 2,808

2,715 2,730 2,746 2,765 2,811

2,881 2,854 2,878 2,893 2,910

2,628 2,715 2,754 2,792 2,845

2,247 2,288 2,326 2,379 2,388

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1980 1981 1982 1983 1984

40,170 41,508 42,679 43,549 44,635

2,767 2,558 2,294 1,964 1,785

7,873 7,844 7,620 7,335 7,237

7,006 7,370 7,622 7,829 7,948

4,993 5,408 5,713 6,037 6,393

3,434 3,828 4,334 4,716 5,136

3,001 3,214 3,556 3,827 4,074

2,844 2,928 3,045 3,238 3,373

2,944 2,976 3,017 3,035 3,078

2,885 2,877 2,911 2,948 2,947

2,424 2,505 2,569 2,619 2,665

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1985 1986 1987 1988 1989

46,164 47,585 48,983 50,285 51,618

1,863 1,938 2,018 2,178 2,239

7,275 7,238 7,090 6,975 6,960

8,100 8,240 8,373 8,391 8,397

6,742 7,033 7,317 7,547 7,724

5,571 5,879 6,103 6,355 6,664

4,288 4,658 5,060 5,383 5,766

3,548 3,741 4,041 4,293 4,541

3,106 3,170 3,249 3,414 3,543

2,983 3,008 3,033 3,029 3,071

2,689 2,681 2,701 2,721 2,713

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1990 1991 1992 1993 1994

52,778 53,663 54,514 55,393 56,444

2,129 1,911 1,763 1,667 1,697

6,987 6,887 6,679 6,543 6,402

8,315 8,149 7,934 7,723 7,613

7,888 8,043 8,194 8,237 8,265

6,968 7,236 7,501 7,769 7,958

6,204 6,508 6,682 6,932 7,207

4,730 5,094 5,523 5,852 6,245

3,710 3,899 4,198 4,467 4,709

3,095 3,159 3,243 3,396 3,512

2,752 2,777 2,799 2,808 2,837

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

1995 1996 1997 1998 1999

57,617 58,829 60,050 61,358 62,732

1,822 1,965 2,043 2,168 2,271

6,323 6,292 6,450 6,642 6,863

7,631 7,690 7,670 7,665 7,594

8,158 7,988 7,795 7,656 7,622

8,120 8,236 8,354 8,377 8,406

7,474 7,706 7,910 8,127 8,294

6,658 6,927 7,057 7,267 7,526

4,901 5,248 5,655 5,963 6,340

3,666 3,863 4,127 4,381 4,596

2,865 2,915 2,989 3,113 3,219

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

2000 2001 2002 2003 2004

64,066 65,235 66,053 66,766 67,556

2,320 2,280 2,082 1,868 1,763

7,113 7,285 7,272 7,195 7,110

7,457 7,360 7,435 7,528 7,648

7,693 7,794 7,776 7,736 7,620

8,343 8,206 8,041 7,889 7,818

8,472 8,612 8,722 8,737 8,704

7,779 8,031 8,245 8,469 8,609

6,754 7,024 7,165 7,369 7,628

4,768 5,107 5,523 5,836 6,204

3,366 3,537 3,793 4,036 4,242

... ... ... 103 211

... ... ... ... ...

... ... ... ... ...

2005 2006 2007 2008 2009

68,481 69,460 70,341 70,970 71,016

1,744 1,777 1,796 1,734 1,512

7,122 7,228 7,269 7,261 7,077

7,830 8,020 8,162 8,282 8,280

7,437 7,279 7,346 7,432 7,545

7,849 7,889 7,798 7,711 7,554

8,570 8,368 8,125 7,908 7,807

8,737 8,808 8,846 8,815 8,752

7,872 8,084 8,272 8,463 8,577

6,584 6,825 6,952 7,142 7,393

4,396 4,705 5,091 5,383 5,711

340 477 684 839 808

... ... ... ... ...

... ... ... ... ...

2010 2011 2012 2013 2014 2015

70,878 71,005 71,291 71,827 72,447 72,930

1,204 1,020 984 1,010 1,065 1,132

6,804 6,682 6,719 6,637 6,476 6,316

8,255 8,219 8,202 8,293 8,416 8,537

7,681 7,821 7,936 8,116 8,248 8,335

7,362 7,201 7,241 7,406 7,605 7,854

7,797 7,823 7,740 7,656 7,580 7,423

8,594 8,384 8,143 7,973 7,880 7,920

8,682 8,733 8,758 8,814 8,828 8,678

7,613 7,834 8,007 8,205 8,366 8,502

6,062 6,290 6,415 6,572 6,811 7,029

823 998 1,148 1,144 1,174 1,204

... ... ... ... ... ...

... ... ... ... ... ...

SOURCE: Social Security Administration, Continuous Work History Sample, 1 percent sample. NOTES: Insured workers are those who have accumulated sufficient quarters of coverage over their working lifetimes to be eligible for benefits. Figures are subject to revision. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Figures exclude people at or above normal (or full) retirement age because they are not eligible to receive disability benefits. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


4.C OASDI: Insured Workers Table 4.C5—Estimated size of the population in the Social Security area and percentage fully insured, by sex and age, 2011–2015 (in thousands) 2011 Age at end of year

Population

Total

318,194

Under 15 15–19 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74 75 or older

63,680 21,594 22,444 21,665 21,296 19,942 21,440 22,376 22,800 20,570 17,780 13,526 9,982 19,098

2012 Percentage fully insured

Population


Population


Population


Population

Percentage fully insured

Total a

87

320,316

(L) 10 70 89 89 90 91 93 92 91 89 88 84 79

63,632 21,391 22,725 21,693 21,628 19,999 21,359 21,849 22,840 21,043 17,983 14,352 10,499 19,324

a

87

322,613

(L) 9 69 89 89 89 91 92 93 92 90 88 85 79

63,591 21,395 22,794 21,919 21,837 20,242 21,085 21,429 22,904 21,435 18,353 14,965 10,988 19,675

a

87

325,138

(L) 10 67 89 90 89 91 92 93 92 90 89 86 80

63,633 21,498 22,731 22,265 21,945 20,575 20,770 21,156 22,857 21,748 18,860 15,672 11,426 20,001

89

161,634

(L) 9 66 88 89 89 92 94 94 94 94 94 93 92

32,540 10,999 11,650 11,329 11,183 10,497 10,531 10,677 11,419 10,709 9,130 7,482 5,327 8,161

85

163,503

(L) 10 68 89 90 89 90 90 91 89 87 84 80 71

31,092 10,499 11,082 10,935 10,762 10,078 10,239 10,479 11,438 11,039 9,731 8,190 6,099 11,840

a

87

328,036

(L) 10 66 88 90 89 91 92 93 92 90 89 86 80

63,715 21,737 22,548 22,715 22,019 21,110 20,294 21,302 22,522 22,104 19,371 16,463 11,721 20,417

89

163,126

(L) 10 65 88 89 89 91 94 94 94 94 94 93 92

32,589 11,126 11,558 11,563 11,199 10,772 10,291 10,758 11,267 10,897 9,387 7,860 5,466 8,392

85

164,911

(L) 11 67 89 90 90 90 90 91 90 87 85 80 72

31,126 10,611 10,990 11,151 10,820 10,337 10,003 10,544 11,255 11,207 9,984 8,603 6,255 12,024

a

87 (L) 11 65 87 90 89 90 91 92 92 91 89 87 81

Male Subtotal

158,058

Under 15 15–19 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74 75 or older

32,549 11,053 11,478 11,049 10,899 10,156 10,866 11,262 11,353 10,097 8,607 6,443 4,638 7,609

a

90

159,162

(L) 9 69 89 89 90 93 95 95 94 93 94 92 92

32,526 10,942 11,636 11,048 11,063 10,196 10,829 11,006 11,383 10,343 8,699 6,844 4,886 7,764

a

90

160,341

(L) 9 68 89 89 89 92 94 95 94 93 94 93 92

32,513 10,942 11,680 11,151 11,153 10,326 10,688 10,805 11,432 10,543 8,878 7,141 5,119 7,970

a

a

a

89 (L) 10 64 87 89 89 91 93 94 94 94 94 94 92

Female Subtotal

160,136

Under 15 15–19 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74 75 or older

31,131 10,541 10,966 10,616 10,398 9,786 10,574 11,114 11,447 10,473 9,173 7,083 5,344 11,489

a

85

161,154

(L) 10 71 90 90 89 90 91 90 89 86 82 77 70

31,106 10,449 11,090 10,645 10,565 9,803 10,530 10,843 11,458 10,700 9,284 7,508 5,613 11,560

a

85

162,272

(L) 10 70 90 90 89 90 90 91 89 86 83 78 71

31,077 10,453 11,114 10,768 10,685 9,917 10,397 10,624 11,472 10,892 9,475 7,824 5,869 11,705

a

a

a

85 (L) 11 66 88 90 90 89 90 91 90 88 86 81 73

SOURCE: Census Bureau. NOTES: Population in the Social Security area includes residents of the 50 states and the District of Columbia adjusted for net census undercount; civilian residents of American Samoa, Guam, Northern Mariana Islands, Puerto Rico, and U.S. Virgin Islands; federal civilian employees and persons in the armed forces abroad and their dependents; crew members of merchant vessels; and all other U.S. citizens abroad. Totals do not necessarily equal the sum of rounded components. Population estimates are subject to revision. (L) = less than 0.05 percent. a. Percentage of population aged 20 or older and fully insured. CONTACT: Felicitie Bell (410) 965-3020, Michael Morris (410) 965-3045, or [email protected].


4.C OASDI: Insured Workers Table 4.C6—Period life table, 2011 Male Exact age

Death probability

a

Female

Number of lives

b

Life expectancy

Death probability

a

Number of lives

b

Life expectancy

0 1 2 3 4 5 6 7 8 9

.006569 .000444 .000291 .000226 .000173 .000158 .000147 .000136 .000121 .000104

100,000 99,343 99,299 99,270 99,248 99,230 99,215 99,200 99,187 99,175

76.18 75.69 74.72 73.74 72.76 71.77 70.78 69.79 68.80 67.81

.005513 .000382 .000218 .000166 .000143 .000127 .000116 .000106 .000098 .000091

100,000 99,449 99,411 99,389 99,373 99,358 99,346 99,334 99,324 99,314

80.95 80.39 79.42 78.44 77.45 76.47 75.48 74.48 73.49 72.50

10 11 12 13 14 15 16 17 18 19

.000092 .000097 .000134 .000210 .000317 .000433 .000547 .000672 .000805 .000941

99,164 99,155 99,146 99,132 99,112 99,080 99,037 98,983 98,917 98,837

66.82 65.82 64.83 63.84 62.85 61.87 60.90 59.93 58.97 58.02

.000086 .000089 .000102 .000128 .000164 .000205 .000246 .000285 .000319 .000350

99,305 99,296 99,288 99,277 99,265 99,248 99,228 99,204 99,175 99,144

71.51 70.51 69.52 68.52 67.53 66.54 65.56 64.57 63.59 62.61

20 21 22 23 24 25 26 27 28 29

.001084 .001219 .001314 .001357 .001362 .001353 .001350 .001353 .001371 .001399

98,744 98,637 98,517 98,387 98,254 98,120 97,987 97,855 97,722 97,588

57.07 56.13 55.20 54.27 53.35 52.42 51.49 50.56 49.63 48.69

.000383 .000417 .000446 .000469 .000487 .000505 .000525 .000551 .000585 .000626

99,109 99,071 99,030 98,986 98,939 98,891 98,841 98,789 98,735 98,677

61.63 60.66 59.68 58.71 57.74 56.76 55.79 54.82 53.85 52.88

30 31 32 33 34 35 36 37 38 39

.001432 .001464 .001497 .001530 .001568 .001617 .001682 .001759 .001852 .001963

97,452 97,312 97,170 97,024 96,876 96,724 96,568 96,405 96,236 96,057

47.76 46.83 45.90 44.96 44.03 43.10 42.17 41.24 40.31 39.39

.000672 .000720 .000766 .000806 .000846 .000891 .000946 .001013 .001094 .001190

98,615 98,549 98,478 98,403 98,323 98,240 98,153 98,060 97,960 97,853

51.92 50.95 49.99 49.02 48.06 47.10 46.15 45.19 44.23 43.28

40 41 42 43 44 45 46 47 48 49

.002092 .002246 .002436 .002669 .002942 .003244 .003571 .003926 .004309 .004719

95,869 95,668 95,453 95,221 94,967 94,687 94,380 94,043 93,674 93,270

38.46 37.54 36.62 35.71 34.81 33.91 33.02 32.13 31.26 30.39

.001296 .001413 .001549 .001706 .001881 .002069 .002270 .002486 .002716 .002960

97,737 97,610 97,472 97,321 97,155 96,972 96,772 96,552 96,312 96,050

42.33 41.39 40.45 39.51 38.57 37.65 36.72 35.81 34.89 33.99

50 51 52 53 54 55 56 57 58 59

.005156 .005622 .006121 .006656 .007222 .007844 .008493 .009116 .009690 .010253

92,830 92,352 91,832 91,270 90,663 90,008 89,302 88,544 87,736 86,886

29.53 28.68 27.84 27.01 26.19 25.38 24.57 23.78 22.99 22.21

.003226 .003505 .003779 .004040 .004301 .004592 .004920 .005266 .005630 .006028

95,766 95,457 95,123 94,763 94,380 93,974 93,543 93,083 92,592 92,071

33.09 32.19 31.30 30.42 29.54 28.67 27.80 26.93 26.07 25.22 (Continued)


4.C OASDI: Insured Workers Table 4.C6—Period life table, 2011—Continued Male Exact age

Death probability

a

Female

Number of lives

b

Life expectancy

Death probability

a

Number of lives

b

Life expectancy

60 61 62 63 64 65 66 67 68 69

.010872 .011591 .012403 .013325 .014370 .015553 .016878 .018348 .019969 .021766

85,995 85,060 84,075 83,032 81,925 80,748 79,492 78,151 76,717 75,185

21.44 20.67 19.90 19.15 18.40 17.66 16.93 16.21 15.51 14.81

.006479 .007001 .007602 .008294 .009082 .009990 .011005 .012097 .013261 .014529

91,516 90,923 90,287 89,600 88,857 88,050 87,171 86,211 85,168 84,039

24.37 23.52 22.68 21.85 21.03 20.22 19.42 18.63 17.85 17.09

70 71 72 73 74 75 76 77 78 79

.023840 .026162 .028625 .031204 .033997 .037200 .040898 .045040 .049664 .054844

73,548 71,795 69,917 67,915 65,796 63,559 61,195 58,692 56,048 53,265

14.13 13.47 12.81 12.18 11.55 10.94 10.34 9.76 9.20 8.66

.015991 .017662 .019486 .021467 .023658 .026223 .029159 .032331 .035725 .039469

82,818 81,494 80,054 78,494 76,809 74,992 73,026 70,896 68,604 66,153

16.33 15.59 14.86 14.14 13.44 12.76 12.09 11.44 10.80 10.18

80 81 82 83 84 85 86 87 88 89

.060801 .067509 .074779 .082589 .091135 .100680 .111444 .123571 .137126 .152092

50,344 47,283 44,091 40,794 37,424 34,014 30,589 27,180 23,822 20,555

8.13 7.62 7.14 6.68 6.23 5.81 5.40 5.02 4.65 4.31

.043828 .048896 .054577 .060909 .068019 .076054 .085148 .095395 .106857 .119557

63,542 60,757 57,786 54,633 51,305 47,815 44,179 40,417 36,561 32,655

9.58 9.00 8.43 7.89 7.37 6.87 6.40 5.94 5.52 5.12

90 91 92 93 94 95 96 97 98 99

.168426 .186063 .204925 .224931 .245995 .266884 .287218 .306593 .324599 .340829

17,429 14,493 11,797 9,379 7,270 5,481 4,018 2,864 1,986 1,341

4.00 3.70 3.44 3.19 2.97 2.78 2.61 2.46 2.33 2.21

.133502 .148685 .165088 .182685 .201442 .220406 .239273 .257714 .275376 .291899

28,751 24,912 21,208 17,707 14,472 11,557 9,010 6,854 5,088 3,687

4.75 4.40 4.08 3.79 3.53 3.29 3.08 2.89 2.72 2.56

100 101 102 103 104 105 106 107 108 109

.357870 .375764 .394552 .414280 .434993 .456743 .479580 .503559 .528737 .555174

884 568 354 215 126 71 39 20 10 5

2.09 1.98 1.88 1.77 1.68 1.58 1.49 1.40 1.32 1.24

.309413 .327978 .347656 .368516 .390627 .414064 .438908 .465243 .493157 .522747

2,610 1,803 1,211 790 499 304 178 100 53 27

2.41 2.27 2.13 2.00 1.87 1.75 1.64 1.53 1.43 1.33

110 111 112 113 114 115 116 117 118 119

.582933 .612080 .642683 .674818 .708559 .743986 .781186 .820245 .861257 .904320

2 1 0 0 0 0 0 0 0 0

1.16 1.09 1.02 0.95 0.89 0.82 0.76 0.71 0.65 0.60

.554111 .587358 .622599 .659955 .699553 .741526 .781186 .820245 .861257 .904320

13 6 2 1 0 0 0 0 0 0

1.23 1.14 1.06 0.98 0.90 0.83 0.76 0.71 0.65 0.60

SOURCES: National Center for Health Statistics; Census Bureau; and Centers for Medicare & Medicaid Services. NOTE: The period life expectancy at a given age is the average remaining number of years expected prior to death for a person at that exact age, born on January 1, using the mortality rates for 2011 over the course of his or her remaining life. a. Probability of dying within one year. b. Number of survivors out of 100,000 born alive. CONTACT: Felicitie Bell (410) 965-3020, Michael Morris (410) 965-3045, or [email protected].


Section 5

Old-Age, Survivors, and Disability Insurance Benefits in Current-Payment Status Summary

5.1

Retired Workers

5.25

Retired Workers and Dependents

5.42

Disabled Workers

5.45

Disabled Workers and Dependents

5.50

Dependents and Survivors

5.52

Retired Workers with Dual Entitlement

5.68

Beneficiary Families

5.76

Geographic Data

5.83

Direct Deposit

5.105

With Representative Payee

5.106

International Agreements

5.107

5.A OASDI Current-Pay Benefits: Summary Table 5.A1—Number and average monthly benefit, by type of benefit and sex, December 2014 All Type of benefit Total, OASDI OASI Retirement benefits Retired workers Spouses of retired workers Children of retired workers Survivor benefits Children of deceased workers Widowed mothers and fathers Nondisabled widow(er)s Disabled widow(er)s Parents of deceased workers DI Disabled workers Spouses of disabled workers Children of disabled workers

Male

Number

Average monthly benefit (dollars)

59,007,158

Female

Number


Number


1,214.99

26,732,874

1,372.34

32,274,284

1,084.67

48,076,066 41,947,747 39,008,771 2,303,480 635,496

1,259.94 1,282.27 1,328.58 673.26 647.38

21,152,690 20,039,453 19,601,843 99,521 338,089

1,436.34 1,469.02 1,488.07 519.76 644.01

26,923,376 21,908,294 19,406,928 2,203,959 297,407

1,121.35 1,111.46 1,167.49 680.19 651.21

6,128,319 1,892,099 142,509 3,834,531 257,871 1,309

1,107.09 830.73 934.90 1,275.61 724.07 1,120.76

1,113,237 993,815 11,547 90,743 16,962 170

848.12 829.64 802.54 1,114.36 535.69 1,042.39

5,015,082 898,284 130,962 3,743,788 240,909 1,139

1,164.58 831.94 946.57 1,279.52 737.33 1,132.46

10,931,092 8,954,518 148,955 1,827,619

1,017.30 1,165.39 314.53 349.01

5,580,184 4,627,675 8,809 943,700

1,129.70 1,290.20 298.73 350.43

5,350,908 4,326,843 140,146 883,919

900.09 1,031.91 315.53 347.49

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A1.1—Number and average monthly benefit for retired workers, by age and sex, December 2014 All retired workers

Men

Number


39,008,771

62–64 62 63 64

Women

Number


Number


1,328.58

19,601,843

1,488.07

19,406,928

1,167.49

3,065,297 772,836 1,081,334 1,211,127

1,085.78 1,061.41 1,082.43 1,104.33

1,462,283 365,796 516,303 580,184

1,223.48 1,199.14 1,219.57 1,242.32

1,603,014 407,040 565,031 630,943

960.17 937.64 957.13 977.44

65–69 65 66 67 68 69

11,148,442 1,470,923 2,492,976 2,701,749 2,449,770 2,033,024

1,351.36 1,169.73 1,356.30 1,371.93 1,404.10 1,385.84

5,737,560 708,664 1,282,704 1,403,956 1,277,760 1,064,476

1,528.14 1,316.56 1,530.36 1,548.86 1,588.47 1,566.60

5,410,882 762,259 1,210,272 1,297,793 1,172,010 968,548

1,163.91 1,033.21 1,171.83 1,180.54 1,203.09 1,187.18

70–74 70 71 72 73 74

9,533,686 2,082,143 2,119,091 1,998,180 1,741,874 1,592,398

1,416.21 1,417.29 1,416.88 1,419.08 1,421.04 1,405.03

4,943,035 1,082,310 1,098,785 1,036,501 901,506 823,933

1,602.95 1,601.86 1,603.25 1,607.52 1,610.74 1,589.71

4,590,651 999,833 1,020,306 961,679 840,368 768,465

1,215.14 1,217.49 1,216.19 1,215.98 1,217.55 1,207.02

75–79 75 76 77 78 79

6,490,582 1,472,824 1,414,651 1,294,632 1,190,757 1,117,718

1,330.88 1,375.13 1,359.39 1,336.38 1,292.43 1,271.06

3,343,213 760,514 729,972 667,630 612,397 572,700

1,487.17 1,550.06 1,529.18 1,495.56 1,432.33 1,398.95

3,147,369 712,310 684,679 627,002 578,360 545,018

1,164.86 1,188.37 1,178.37 1,166.89 1,144.30 1,136.68

80–84 80 81 82 83 84

4,415,357 1,029,275 921,594 884,731 813,802 765,955

1,278.61 1,267.75 1,273.63 1,291.78 1,281.84 1,280.54

2,222,761 525,895 467,592 444,373 406,151 378,750

1,395.28 1,388.46 1,392.49 1,414.97 1,393.70 1,386.77

2,192,596 503,380 454,002 440,358 407,651 387,205

1,160.33 1,141.65 1,151.21 1,167.47 1,170.39 1,176.62

85–89 85 86 87 88 89

2,766,695 676,258 622,740 560,833 486,011 420,853

1,295.59 1,280.87 1,295.97 1,305.43 1,293.79 1,307.66

1,284,535 327,680 294,795 259,495 219,269 183,296

1,394.48 1,380.80 1,401.72 1,408.98 1,382.50 1,401.05

1,482,160 348,578 327,945 301,338 266,742 237,557

1,209.89 1,186.92 1,200.90 1,216.26 1,220.86 1,235.60

90–94

1,244,125

1,284.00

503,406

1,338.08

740,719

1,247.24

344,587

1,349.62

105,050

1,432.35

239,537

1,313.33

Age Total

95 or older



5.A OASDI Current-Pay Benefits: Summary Table 5.A1.2—Number and average monthly benefit for disabled workers, by age and sex, December 2014 All disabled workers Age Total Under 20

Men

Number


8,954,518

1,165.39

Women

Number


Number


4,627,675

1,290.20

4,326,843

1,031.91

343

433.84

220

439.60

123

423.53

20–24 20 21 22 23 24

33,495 964 2,553 5,465 9,576 14,937

593.34 485.74 525.90 557.13 595.94 623.40

19,977 564 1,554 3,213 5,751 8,895

602.62 486.56 528.59 563.97 603.14 636.53

13,518 400 999 2,252 3,825 6,042

579.64 484.58 521.72 547.38 585.11 604.07

25–29 25 26 27 28 29

155,379 20,448 25,396 30,938 36,533 42,064

728.89 651.23 687.17 717.48 753.12 779.18

88,847 12,031 14,690 17,746 20,740 23,640

747.21 665.05 703.85 735.20 772.86 802.47

66,532 8,417 10,706 13,192 15,793 18,424

704.43 631.48 664.28 693.65 727.20 749.31

30–34 30 31 32 33 34

292,985 47,098 52,189 58,875 64,170 70,653

847.29 799.69 825.43 843.70 865.08 881.98

157,903 26,231 28,766 31,878 34,172 36,856

868.22 820.75 845.01 866.78 887.46 903.54

135,082 20,867 23,423 26,997 29,998 33,797

822.81 773.22 801.38 816.44 839.59 858.47

35–39 35 36 37 38 39

411,740 75,393 78,567 82,922 84,981 89,877

932.92 900.75 916.20 933.72 948.42 959.11

207,815 38,748 40,160 41,700 42,652 44,555

963.80 926.70 941.64 965.54 982.82 996.22

203,925 36,645 38,407 41,222 42,329 45,322

901.44 873.30 889.59 901.53 913.77 922.63

40–44 40 41 42 43 44

596,248 96,315 103,906 115,713 133,178 147,136

1,004.28 977.47 987.39 999.31 1,013.81 1,029.03

294,581 47,356 51,228 57,080 65,891 73,026

1,058.08 1,019.48 1,036.14 1,053.58 1,070.49 1,090.82

301,667 48,959 52,678 58,633 67,287 74,110

951.74 936.84 939.98 946.48 958.30 968.15

45–49 45 46 47 48 49

893,303 152,863 161,536 173,604 191,065 214,235

1,060.77 1,040.20 1,048.63 1,056.79 1,069.87 1,079.70

451,294 76,838 81,488 87,832 97,114 108,022

1,135.15 1,105.09 1,118.00 1,130.92 1,147.00 1,162.26

442,009 76,025 80,048 85,772 93,951 106,213

984.82 974.61 978.01 980.89 990.14 995.74

50–54 50 51 52 53 54

1,499,066 248,088 272,922 298,815 328,193 351,048

1,126.90 1,093.29 1,108.83 1,121.51 1,140.46 1,156.60

759,308 125,115 138,008 151,097 166,521 178,567

1,231.80 1,182.76 1,206.24 1,224.62 1,250.57 1,274.48

739,758 122,973 134,914 147,718 161,672 172,481

1,019.22 1,002.26 1,009.18 1,016.05 1,027.04 1,034.55

55–59 55 56 57 58 59

2,162,548 382,589 410,110 441,644 459,765 468,440

1,216.19 1,176.39 1,196.38 1,212.77 1,232.74 1,252.99

1,114,755 195,842 211,286 227,726 237,521 242,380

1,359.08 1,303.27 1,329.95 1,355.55 1,382.19 1,410.27

1,047,793 186,747 198,824 213,918 222,244 226,060

1,064.15 1,043.34 1,054.45 1,060.79 1,073.03 1,084.35

60–65 60 61 62 63 64 65

2,909,411 485,856 490,086 498,887 494,157 473,611 466,814

1,307.53 1,270.26 1,287.27 1,305.86 1,320.23 1,326.75 1,336.45

1,532,975 252,262 255,256 261,639 261,509 252,289 250,020

1,487.54 1,433.35 1,459.23 1,483.81 1,503.01 1,514.30 1,531.84

1,376,436 233,594 234,830 237,248 232,648 221,322 216,794

1,107.05 1,094.13 1,100.36 1,109.61 1,114.77 1,112.96 1,111.12



5.A OASDI Current-Pay Benefits: Summary Table 5.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age, and sex, December 2014 All spouses

Wives

Number


Number

2,452,435

651.47

2,344,105

102,974 13,543 14,605 17,493 18,327 16,609 11,151 3,969 7,277

368.16 205.28 242.66 301.14 369.85 440.90 504.35 560.12 600.65

Age 62–64 62 63 64

2,349,461 190,250 44,640 66,297 79,313

65–69 65 66 67 68 69

Husbands Number


658.39

108,330

501.79

101,000 13,338 14,280 17,129 17,937 16,289 10,902 3,901 7,224

371.18 206.23 244.41 303.72 373.60 444.77 509.53 563.54 601.71

1,974 205 325 364 390 320 249 68 53

213.66 143.36 165.59 179.98 197.38 243.88 277.81 363.85 454.96

663.89 483.62 465.30 477.08 499.38

2,243,105 185,856 43,763 64,813 77,280

671.32 487.82 468.93 481.20 504.06

106,356 4,394 877 1,484 2,033

507.13 305.96 284.52 297.18 321.62

740,689 103,439 166,560 182,453 157,660 130,577

732.99 549.91 772.64 781.47 759.34 727.86

691,498 100,513 154,054 168,118 146,361 122,452

738.57 555.35 778.72 789.47 766.67 735.00

49,191 2,926 12,506 14,335 11,299 8,125

654.43 363.16 697.80 687.60 664.28 620.36

70–74 70 71 72 73 74

550,205 117,027 117,326 113,664 103,748 98,440

672.95 689.19 681.33 674.08 663.87 651.94

530,222 112,673 113,180 109,741 99,975 94,653

682.34 697.85 690.39 683.29 673.56 662.40

19,983 4,354 4,146 3,923 3,773 3,787

423.93 465.06 433.87 416.33 407.15 390.35

75–79 75 76 77 78 79

420,073 92,567 90,186 85,125 78,233 73,962

641.43 647.39 644.55 640.63 636.64 636.19

403,938 88,891 86,767 81,920 75,218 71,142

652.08 658.34 655.05 650.96 647.31 646.95

16,135 3,676 3,419 3,205 3,015 2,820

374.96 382.42 378.05 376.47 370.30 364.75

80–84 85–89 90–94 95 or older

281,154 131,461 32,616 3,013

635.42 637.43 634.60 663.89

270,857 126,749 31,199 2,786

645.97 648.19 648.09 690.89

10,297 4,712 1,417 227

357.78 348.19 337.61 332.50

By marital status Nondivorced Divorced

2,257,550 194,885

645.19 724.26

2,159,773 184,332

651.92 734.24

97,777 10,553

496.59 549.88

Basis of entitlement and age


All spouses Total By basis of entitlement Care of children Under 35 35–39 40–44 45–49 50–54 55–59 60–61 62–FRA

(Continued)


5.A OASDI Current-Pay Benefits: Summary Table 5.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age, and sex, December 2014—Continued All spouses

Wives

Number


2,303,480

673.26

2,203,959

39,769 1,368 2,387 4,384 6,775 8,468 7,197 3,015 6,175

570.33 492.23 481.60 508.33 541.83 572.48 597.64 616.71 639.83

Age 62–64 62 63 64

2,263,711 148,386 31,407 50,944 66,035

65–69 65 66 67 68 69

Husbands Number


680.19

99,521

519.76

39,654 1,368 2,386 4,383 6,771 8,453 7,148 2,991 6,154

570.44 492.23 481.53 508.29 541.79 572.66 598.58 616.78 639.82

115 0 1 1 4 15 49 24 21

534.79 ... 648.00 688.00 600.75 471.87 461.41 607.29 642.84

675.07 523.41 518.92 517.67 529.97

2,164,305 145,760 30,982 50,070 64,708

682.20 526.39 521.17 520.60 533.36

99,406 2,626 425 874 1,327

519.74 358.17 354.82 349.97 364.65

705,932 92,464 157,335 175,560 152,998 127,575

749.72 571.22 793.96 796.24 770.32 735.80

660,509 90,292 145,829 162,174 142,334 119,880

754.67 575.41 799.58 803.56 777.06 742.30

45,423 2,172 11,506 13,386 10,664 7,695

677.74 396.86 722.64 707.49 680.40 634.46

70–74 70 71 72 73 74

543,155 114,774 115,547 112,303 102,809 97,722

676.61 695.11 685.81 677.55 666.28 653.77

524,168 110,733 111,642 108,576 99,184 94,033

685.57 703.12 694.33 686.38 675.67 664.02

18,987 4,041 3,905 3,727 3,625 3,689

429.13 475.64 442.24 420.22 409.35 392.73

75–79 75 76 77 78 79

418,422 92,050 89,787 84,811 77,987 73,787

642.34 648.67 645.60 641.50 637.34 636.71

402,583 88,459 86,442 81,663 75,022 70,997

652.82 659.45 655.89 651.68 647.88 647.36

15,839 3,591 3,345 3,148 2,965 2,790

375.84 383.02 379.70 377.49 370.68 365.62

80–84 85–89 90–94 95 or older

280,803 131,394 32,606 3,013

635.70 637.55 634.71 663.89

270,593 126,713 31,193 2,786

646.18 648.23 648.17 690.89

10,210 4,681 1,413 227

358.04 348.39 337.58 332.50


2,120,301 183,179

666.85 747.46

2,029,856 174,103

673.71 755.71

90,445 9,076

512.78 589.26


Number


Spouses of retired workers Total By basis of entitlement Care of children Under 35 35–39 40–44 45–49 50–54 55–59 60–61 62–FRA

(Continued)


5.A OASDI Current-Pay Benefits: Summary Table 5.A1.3—Number and average monthly benefit for spouses, by marital status, basis of entitlement, age, and sex, December 2014—Continued All spouses

Wives


Number


Total

148,955

314.53

140,146

63,205 12,175 12,218 13,109 11,552 8,141 3,954 954 1,102

240.95 173.04 195.98 231.85 268.99 304.03 334.55 381.28 381.09

Age 62–64 62 63 64

85,750 41,864 13,233 15,353 13,278

65–69 65 66 67 68 69

Husbands Number


315.53

8,809

298.73

61,346 11,970 11,894 12,746 11,166 7,836 3,754 910 1,070

242.38 173.55 196.84 233.37 271.61 306.81 339.97 388.55 382.57

1,859 205 324 363 386 305 200 44 32

193.80 143.36 164.10 178.58 193.20 232.67 232.83 231.07 331.66

368.77 342.57 338.06 342.41 347.26

78,800 40,096 12,781 14,743 12,572

372.47 347.60 342.29 347.41 353.24

6,950 1,768 452 610 706

326.80 228.41 218.42 221.53 240.75

34,757 10,975 9,225 6,893 4,662 3,002

393.19 370.38 409.15 405.43 398.86 390.65

30,989 10,221 8,225 5,944 4,027 2,572

395.59 378.08 408.81 405.16 399.70 394.42

3,768 754 1,000 949 635 430

373.43 266.08 411.99 407.09 393.49 368.09

70–74 70 71 72 73 74

7,050 2,253 1,779 1,361 939 718

391.46 387.56 390.32 387.87 400.05 402.05

6,054 1,940 1,538 1,165 791 620

402.42 397.10 404.73 395.51 408.83 418.08

996 313 241 196 148 98

324.85 328.43 298.35 342.48 353.11 300.62

75 or older

2,079

411.11

1,661

432.23

418

327.19


137,249 11,706

310.56 361.11

129,917 10,229

311.33 368.79

7,332 1,477

296.88 307.91

Number


Spouses of disabled workers

By basis of entitlement Care of children Under 35 35–39 40–44 45–49 50–54 55–59 60–61 62–FRA

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: FRA = full retirement age; . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A1.4—Number and average monthly benefit for children, by age and type of benefit, December 2014 All children

Children of retired workers

Average monthly benefit (dollars) Number

Age Total

Average monthly benefit (dollars) Number

Children of deceased workers Average monthly benefit (dollars) Number

Children of disabled workers Average monthly benefit (dollars) Number

4,355,214

601.82

635,496

647.38

1,892,099

830.73

1,827,619

349.01

Under age 18 Under 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17

3,166,362 11,036 25,750 38,075 51,425 67,086 85,889 106,396 128,103 148,758 166,766 188,808 213,285 238,345 271,270 306,443 336,492 374,649 407,786

547.91 362.37 378.39 400.09 416.76 429.67 441.47 453.39 465.39 476.88 492.47 505.20 521.65 535.65 551.26 571.74 593.61 627.26 644.94

327,665 587 1,381 2,239 3,298 4,388 5,968 7,735 9,694 11,944 14,310 17,006 20,177 23,973 28,531 34,176 39,844 46,830 55,584

628.23 543.59 559.31 561.89 563.36 568.66 570.58 572.94 565.86 572.59 579.62 583.04 591.51 595.12 607.81 621.39 636.18 683.12 695.48

1,188,333 1,705 5,482 9,815 14,954 20,865 28,294 36,459 45,362 53,738 61,576 70,938 80,562 91,199 104,691 120,071 132,499 148,505 161,618

821.39 735.03 714.18 720.69 716.84 724.40 728.73 735.02 747.46 755.30 768.98 779.97 799.94 810.72 822.52 839.98 857.47 878.00 891.43

1,650,364 8,744 18,887 26,021 33,173 41,833 51,627 62,202 73,047 83,076 90,880 100,864 112,546 123,173 138,048 152,196 164,149 179,314 190,584

335.04 277.54 267.70 265.23 266.91 268.10 269.12 273.46 276.90 283.02 291.40 298.82 309.93 320.41 333.86 348.97 370.28 405.00 421.18

Disabled adult children 18–19 20–24 25–29 30–34 35–39 40–44 45–49 50–54 55–59 60–64 65–69 70–74 75–79 80 or older

1,048,879 16,526 103,687 114,645 109,803 104,204 111,717 116,982 120,746 96,279 65,972 40,014 24,049 13,153 11,102

751.12 615.37 643.47 691.57 718.62 738.68 764.24 778.66 800.62 812.06 815.39 829.68 819.42 765.91 692.39

287,762 2,913 20,427 30,581 38,787 44,294 49,929 45,007 32,934 15,817 5,354 1,379 266 51 23

663.75 664.47 675.87 678.89 674.70 670.48 668.59 659.88 649.78 624.65 603.30 607.38 590.24 598.75 622.03

641,497 5,936 41,393 50,965 50,440 48,800 57,215 71,284 87,787 80,460 60,618 38,635 23,783 13,102 11,079

840.85 849.78 829.89 832.78 835.28 845.68 863.48 855.90 857.28 848.91 834.12 837.61 821.99 766.56 692.54

119,620 7,677 41,867 33,099 20,576 11,110 4,573 691 25 2 0 0 0 0 0

480.12 415.49 443.34 485.87 515.43 540.62 567.08 547.05 580.11 601.00 ... ... ... ... ...

139,973 131,374 8,599

702.68 704.98 667.63

20,069 18,963 1,106

725.23 728.51 668.98

62,269 58,115 4,154

904.56 909.70 832.77

57,635 54,296 3,339

476.71 477.64 461.74

Students, aged 18–19 18 19

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A1.5—Number and average monthly benefit for widowed mothers and fathers, by age, marital status, and sex, December 2014 All widowed mothers and fathers Age and marital status

Number


Total

Men

Women

Number


Number


11,547

802.54

130,962

946.57

142,509

934.90

By age Under 25

1,057

688.89

17

415.53

1,040

693.36

25–29 25 26 27 28 29

6,003 683 923 1,181 1,419 1,797

727.63 704.86 708.33 724.85 732.65 744.05

258 20 35 51 64 88

568.50 569.65 480.26 566.55 582.30 594.43

5,745 663 888 1,130 1,355 1,709

734.77 708.94 717.31 732.00 739.75 751.75

30–34 30 31 32 33 34

15,468 2,241 2,657 3,183 3,456 3,931

767.95 753.48 753.27 764.61 767.51 789.22

844 119 133 169 177 246

640.37 636.29 605.93 623.66 622.35 685.41

14,624 2,122 2,524 3,014 3,279 3,685

775.32 760.05 761.03 772.51 775.35 796.15

35–39 35 36 37 38 39

23,418 4,382 4,473 4,889 4,655 5,019

829.22 795.29 799.48 823.32 846.39 875.16

1,627 305 304 351 303 364

710.85 663.07 697.73 731.13 726.79 729.02

21,791 4,077 4,169 4,538 4,352 4,655

838.05 805.19 806.90 830.45 854.72 886.58

40–44 40 41 42 43 44

28,085 5,217 5,289 5,539 5,938 6,102

931.58 895.15 908.64 924.62 950.43 970.59

2,280 410 415 441 513 501

794.44 786.86 748.82 801.74 789.76 836.77

25,805 4,807 4,874 5,098 5,425 5,601

943.70 904.39 922.25 935.25 965.62 982.56

45–49 45 46 47 48 49

27,514 5,887 5,517 5,505 5,362 5,243

1,004.66 981.06 1,005.64 1,006.01 1,013.72 1,019.47

2,375 477 483 446 466 503

836.28 822.36 838.93 828.99 846.29 844.11

25,139 5,410 5,034 5,059 4,896 4,740

1,020.57 995.05 1,021.64 1,021.61 1,029.66 1,038.08

50–54 50 51 52 53 54

20,842 5,077 4,524 4,169 3,767 3,305

1,051.71 1,039.23 1,050.54 1,051.72 1,062.14 1,060.56

2,192 481 479 422 423 387

854.22 824.84 856.72 855.72 865.10 874.12

18,650 4,596 4,045 3,747 3,344 2,918

1,074.92 1,061.67 1,073.49 1,073.80 1,087.06 1,085.29

55–59 55 56 57 58 59

10,986 2,805 2,316 2,147 1,896 1,822

1,055.52 1,051.82 1,074.44 1,064.13 1,035.11 1,048.23

1,315 338 281 268 220 208

892.33 878.39 931.78 898.76 838.74 910.07

9,671 2,467 2,035 1,879 1,676 1,614

1,077.70 1,075.58 1,094.14 1,087.72 1,060.89 1,066.03

60–61 60 61

3,356 1,735 1,621

1,032.66 1,029.40 1,036.15

354 199 155

854.34 814.61 905.35

3,002 1,536 1,466

1,053.69 1,057.23 1,049.98

62 or older

5,780

1,046.95

285

948.61

5,495

1,052.05

130,121 12,388

935.48 928.77

10,785 762

805.20 764.89

119,336 11,626

947.26 939.51




5.A OASDI Current-Pay Benefits: Summary Table 5.A1.6—Number and average monthly benefit for nondisabled widow(er)s, by age, marital status, and sex, December 2014 All nondisabled widow(er)s Age and marital status Total

Men

Number


Women

Number


Number


3,834,531

1,275.61

90,743

1,114.36

3,743,788

1,279.52

By age 60–61 60 61

120,340 47,807 72,533

1,157.38 1,164.87 1,152.44

11,743 4,492 7,251

930.77 939.08 925.63

108,597 43,315 65,282

1,181.88 1,188.29 1,177.63

62–64 62 63 64

312,340 93,483 105,678 113,179

1,227.94 1,201.12 1,231.48 1,246.77

27,022 8,755 8,991 9,276

1,092.70 1,036.24 1,109.16 1,130.03

285,318 84,728 96,687 103,903

1,240.74 1,218.16 1,242.85 1,257.20

65–69 65 66 67 68 69

668,873 127,184 140,494 149,595 134,527 117,073

1,383.17 1,271.79 1,404.31 1,423.13 1,416.12 1,389.88

33,379 8,883 7,986 7,164 5,486 3,860

1,288.33 1,163.36 1,322.79 1,336.09 1,342.36 1,339.19

635,494 118,301 132,508 142,431 129,041 113,213

1,388.15 1,279.94 1,409.22 1,427.50 1,419.26 1,391.60

70–74 70 71 72 73 74

514,641 101,868 106,159 106,807 99,319 100,488

1,336.31 1,364.30 1,365.35 1,346.87 1,312.50 1,289.59

7,418 2,026 1,647 1,501 1,116 1,128

1,139.08 1,194.37 1,173.84 1,130.27 1,101.58 1,037.86

507,223 99,842 104,512 105,306 98,203 99,360

1,339.20 1,367.74 1,368.37 1,349.95 1,314.89 1,292.45

75–79 75 76 77 78 79

537,942 101,452 105,234 105,460 110,633 115,163

1,245.85 1,271.20 1,251.71 1,240.62 1,235.34 1,233.05

4,136 982 877 793 783 701

918.07 994.31 951.18 876.55 894.57 843.08

533,806 100,470 104,357 104,667 109,850 114,462

1,248.39 1,273.91 1,254.24 1,243.38 1,237.77 1,235.44

80–84 80 81 82 83 84

612,695 118,742 116,015 122,529 125,003 130,406

1,239.12 1,238.68 1,236.72 1,234.78 1,240.49 1,244.41

3,208 696 639 662 578 633

802.35 834.05 798.21 817.35 741.94 811.16

609,487 118,046 115,376 121,867 124,425 129,773

1,241.42 1,241.07 1,239.14 1,237.05 1,242.81 1,246.52

85–89 85 86 87 88 89

584,380 126,178 123,301 120,426 111,923 102,552

1,237.52 1,243.89 1,239.43 1,239.16 1,230.63 1,232.99

2,378 575 547 461 411 384

758.09 770.54 772.18 755.52 729.42 753.14

582,002 125,603 122,754 119,965 111,512 102,168

1,239.48 1,246.06 1,241.51 1,241.02 1,232.47 1,234.80

90–94 95 or older

361,058 122,262

1,240.94 1,268.19

1,115 344

715.04 695.68

359,943 121,918

1,242.57 1,269.81

3,438,959 395,572

1,268.18 1,340.22

81,747 8,996

1,105.64 1,193.57

3,357,212 386,576

1,272.14 1,343.63




5.A OASDI Current-Pay Benefits: Summary Table 5.A1.7—Number and average monthly benefit for disabled widow(er)s, by age, marital status, and sex, December 2014 All disabled widow(er)s

Men

Age and marital status

Number


Total

Women

Number


Number


257,871

724.07

16,962

535.69

240,909

737.33

By age 50–54 50 51 52 53 54

32,778 2,726 4,534 6,500 8,469 10,549

695.30 697.32 679.04 695.15 696.88 700.58

2,502 204 354 450 631 863

507.35 525.06 502.88 500.10 507.86 508.41

30,276 2,522 4,180 6,050 7,838 9,686

710.83 711.26 693.96 709.66 712.09 717.70

55–59 55 56 57 58 59

92,370 13,213 15,673 19,002 21,025 23,457

714.04 701.21 712.76 712.22 712.60 724.87

6,867 997 1,201 1,481 1,614 1,574

528.01 521.91 539.02 521.42 517.70 540.25

85,503 12,216 14,472 17,521 19,411 21,883

728.98 715.85 727.18 728.35 728.81 738.15

60–65 60 61 62 63 64 65

132,723 25,016 23,892 22,758 21,386 20,028 19,643

738.16 726.19 728.18 739.16 748.04 741.43 750.28

7,593 1,817 1,593 1,373 1,065 985 760

551.98 545.50 545.46 538.92 568.16 562.57 568.32

125,130 23,199 22,299 21,385 20,321 19,043 18,883

749.46 740.34 741.24 752.02 757.47 750.68 757.61

221,271 36,600

719.01 754.65

15,536 1,426

528.07 618.75

205,735 35,174

733.43 760.15




5.A OASDI Current-Pay Benefits: Summary Table 5.A1.8—Number and average monthly benefit for parents, by age and sex, December 2014 All parents Age Total 62–69 70–74 75–79 80–84 85–89 90 or older

Men

Number


1,309 67 129 238 296 302 277

Women

Number


Number


1,120.76

170

1,042.39

1,139

1,132.46

1,150.16 1,170.72 1,147.25 1,109.81 1,135.02 1,063.77

8 21 26 52 27 36

878.73 1,110.81 1,097.97 1,089.10 1,098.99 888.79

59 108 212 244 275 241

1,186.96 1,182.37 1,153.29 1,114.23 1,138.56 1,089.90



5.A OASDI Current-Pay Benefits: Summary Table 5.A3—Number and average monthly benefit, with reduction for early retirement, by type of benefit, age, and sex, December 2014 All

Men

Number


Number

28,164,909

1,229.91

13,644,248

62–64 62 63 64

3,065,297 772,836 1,081,334 1,211,127

1,085.78 1,061.41 1,082.43 1,104.33

1,462,283 365,796 516,303 580,184

65–69 65 66 67 68 69

7,946,306 1,470,923 1,703,749 1,804,224 1,624,426 1,342,984

1,240.87 1,169.73 1,245.51 1,249.24 1,276.37 1,258.72

70–74 70 71 72 73 74

6,525,329 1,361,713 1,421,536 1,385,470 1,227,812 1,128,798

75–79 75 76 77 78 79

Women Number


1,366.30

14,520,661

1,101.75

1,223.48 1,199.14 1,219.57 1,242.32

1,603,014 407,040 565,031 630,943

960.17 937.64 957.13 977.44

3,930,501 708,664 838,078 895,373 812,265 676,121

1,399.36 1,316.56 1,402.25 1,408.19 1,441.43 1,420.31

4,015,805 762,259 865,671 908,851 812,161 666,863

1,085.75 1,033.21 1,093.77 1,092.64 1,111.29 1,094.89

1,297.53 1,270.45 1,281.75 1,304.89 1,321.60 1,314.82

3,287,832 685,385 715,442 697,279 619,618 570,108

1,466.78 1,435.45 1,448.81 1,475.26 1,495.70 1,485.17

3,237,497 676,328 706,094 688,191 608,194 558,690

1,125.64 1,103.24 1,112.48 1,132.27 1,144.23 1,140.99

4,570,112 1,051,759 1,014,438 910,215 831,358 762,342

1,255.78 1,294.79 1,286.27 1,264.25 1,219.16 1,191.23

2,290,186 531,057 512,182 457,153 413,967 375,827

1,397.85 1,457.55 1,444.12 1,409.74 1,342.46 1,296.97

2,279,926 520,702 502,256 453,062 417,391 386,515

1,113.08 1,128.80 1,125.31 1,117.44 1,096.87 1,088.41

80–84 80 81 82 83 84

3,001,549 687,468 620,968 605,330 558,877 528,906

1,186.02 1,176.58 1,179.82 1,199.78 1,187.23 1,188.55

1,451,923 337,854 302,700 293,028 267,699 250,642

1,263.42 1,267.34 1,262.64 1,284.13 1,253.26 1,245.72

1,549,626 349,614 318,268 312,302 291,178 278,264

1,113.50 1,088.88 1,101.05 1,120.63 1,126.53 1,137.05

85–89 85 86 87 88 89

1,939,146 469,119 432,998 395,670 340,489 300,870

1,204.41 1,189.05 1,205.51 1,212.53 1,202.36 1,218.40

843,760 216,777 194,732 170,624 141,208 120,419

1,245.69 1,236.15 1,256.71 1,258.43 1,228.09 1,247.60

1,095,386 252,342 238,266 225,046 199,281 180,451

1,172.61 1,148.58 1,163.66 1,177.73 1,184.12 1,198.91

875,749 241,421

1,198.43 1,246.88

316,183 61,580

1,169.78 1,198.02

559,566 179,841

1,214.62 1,263.61

Age and type of benefit


Retired workers Total

90–94 95 or older

Disabled workers Total 62 63 64 65

85,247

1,393.86

49,955

1,564.26

35,292

1,152.67

4,429 16,169 27,310 37,339

1,423.09 1,416.70 1,380.21 1,390.48

2,626 9,543 15,934 21,852

1,596.98 1,578.07 1,548.28 1,565.93

1,803 6,626 11,376 15,487

1,169.84 1,184.29 1,144.79 1,142.92

Spouses Total

1,764,044

610.81

28,377

364.36

1,735,667

614.84

By age 62–64 62 63 64

190,250 44,640 66,297 79,313

483.62 465.30 477.08 499.38

4,394 877 1,484 2,033

305.96 284.52 297.18 321.62

185,856 43,763 64,813 77,280

487.82 468.93 481.20 504.06

65–69 65 66 67 68 69

495,999 103,439 100,243 106,101 98,423 87,793

610.55 549.91 610.23 628.22 634.55 634.12

13,335 2,926 3,041 2,987 2,436 1,945

382.63 363.16 387.25 390.65 390.81 382.10

482,664 100,513 97,202 103,114 95,987 85,848

616.85 555.35 617.21 635.10 640.74 639.83 (Continued)


5.A OASDI Current-Pay Benefits: Summary Table 5.A3—Number and average monthly benefit, with reduction for early retirement, by type of benefit, age, and sex, December 2014—Continued All Age and type of benefit

Number

Men Average monthly benefit (dollars)

Number

Women Average monthly benefit (dollars)

Number


Spouses (cont.) 70–74 70 71 72 73 74

437,111 90,343 93,347 91,288 83,449 78,684

650.91 645.29 652.77 655.50 652.51 648.15

6,403 1,648 1,493 1,215 1,087 960

384.61 397.84 389.69 379.06 373.81 373.26

430,708 88,695 91,854 90,073 82,362 77,724

654.87 649.89 657.04 659.22 656.19 651.55

75–79 75 76 77 78 79

323,332 73,104 70,830 64,918 59,365 55,115

637.22 645.14 642.21 637.64 632.58 624.80

2,728 814 661 491 441 321

346.53 356.37 350.95 346.97 328.26 336.92

320,604 72,290 70,169 64,427 58,924 54,794

639.69 648.39 644.96 639.86 634.86 626.49

80–84 85–89 90–94 95 or older

204,196 91,908 19,900 1,348

608.64 602.28 584.14 617.12

1,078 371 67 1

323.81 308.50 311.59 207.90

203,118 91,537 19,833 1,347

610.16 603.47 585.06 617.43

1,687,535 76,509

622.56 351.60

23,399 4,978

386.36 260.92

1,664,136 71,531

625.88 357.91

By type of benefit Spouses of retired workers Spouses of disabled workers

Nondisabled widow(er)s Total

2,313,585

1,218.51

73,673

1,124.60

2,239,912

1,221.60

60–64 60 61 62 63 64

432,680 47,807 72,533 93,483 105,678 113,179

1,208.31 1,164.87 1,152.44 1,201.12 1,231.48 1,246.77

38,765 4,492 7,251 8,755 8,991 9,276

1,043.65 939.08 925.63 1,036.24 1,109.16 1,130.03

393,915 43,315 65,282 84,728 96,687 103,903

1,224.52 1,188.29 1,177.63 1,218.16 1,242.85 1,257.20

65–69 65 66 67 68 69

590,099 127,184 126,295 128,149 112,738 95,733

1,348.28 1,271.79 1,369.40 1,380.56 1,372.94 1,349.78

27,224 8,883 6,550 5,271 3,894 2,626

1,251.98 1,163.36 1,286.28 1,288.82 1,308.36 1,308.62

562,875 118,301 119,745 122,878 108,844 93,107

1,352.94 1,279.94 1,373.94 1,384.50 1,375.25 1,350.94

70–74 70 71 72 73 74

372,472 80,650 80,675 77,516 68,279 65,352

1,291.73 1,323.25 1,321.53 1,303.89 1,261.29 1,233.44

4,717 1,449 1,100 955 630 583

1,160.58 1,181.15 1,174.15 1,149.89 1,143.09 1,120.26

367,755 79,201 79,575 76,561 67,649 64,769

1,293.41 1,325.85 1,323.56 1,305.81 1,262.40 1,234.46

75–79 75 76 77 78 79

299,768 61,312 61,619 58,946 59,154 58,737

1,169.05 1,206.22 1,180.82 1,161.69 1,153.33 1,141.14

1,623 434 370 310 277 232

1,011.12 1,083.06 1,051.69 987.44 940.84 927.41

298,145 60,878 61,249 58,636 58,877 58,505

1,169.91 1,207.10 1,181.60 1,162.61 1,154.33 1,141.99

80–84 85–89 90–94 95 or older

266,132 208,732 111,625 32,077

1,116.77 1,077.80 1,033.98 982.56

804 382 129 29

908.28 883.29 836.62 715.79

265,328 208,350 111,496 32,048

1,117.40 1,078.15 1,034.20 982.80



5.A OASDI Current-Pay Benefits: Summary Table 5.A4—Number and total monthly benefits, by trust fund and type of benefit, December 1940–2014, selected years OASDI OASI trust fund DI trust fund

Retired workers

Disabled workers

Wives and husbands

Widowed mothers and fathers Children

Special age-72 Parents beneficiaries

Year

Total

1940 1945 1950 1955 1957 1960

222,488 1,288,107 3,477,243 7,960,616 11,128,897 14,844,589

222,488 1,288,107 3,477,243 7,960,616 10,979,047 14,157,138

... ... ... ... 149,850 687,451

112,331 518,234 1,770,984 4,473,971 6,197,532 8,061,469

... ... ... ... 149,850 455,371

29,749 159,168 508,350 1,191,963 1,827,048 2,345,983

54,648 390,134 699,703 1,276,240 1,502,077 2,000,451

20,499 120,581 169,438 291,916 328,309 401,358

4,437 93,781 314,189 701,360 1,095,137 1,543,843

824 6,209 14,579 25,166 28,944 36,114

... ... ... ... ... ...

1965 1966 1970 1975 1980 1985

20,866,767 22,767,252 26,228,629 32,084,511 35,584,955 37,058,317

19,127,716 20,796,930 23,563,634 27,732,311 30,906,511 33,151,003

1,739,051 1,970,322 2,664,995 4,352,200 4,678,444 3,907,314

11,100,584 11,658,443 13,349,175 16,588,001 19,562,085 22,431,930

988,074 1,097,190 1,492,948 2,488,774 2,858,680 2,656,638

2,806,912 2,860,026 2,951,552 3,320,310 3,477,427 3,374,599

3,092,659 3,392,970 4,122,305 4,972,008 4,606,517 3,319,490

471,816 487,755 523,136 581,845 562,316 371,659

2,371,433 2,602,015 3,227,160 3,888,705 4,410,515 4,862,805

35,289 34,540 28,729 21,444 14,779 9,541

... 634,313 533,624 223,424 92,636 31,655

1990 1991 1992 1993 1994

39,832,125 40,592,173 41,507,188 42,245,719 42,883,470

35,566,144 36,079,133 36,617,492 36,992,153 37,299,951

4,265,981 4,513,040 4,889,696 5,253,566 5,583,519

24,838,100 25,288,719 25,757,727 26,104,305 26,407,756

3,011,294 3,194,938 3,467,783 3,725,966 3,962,954

3,366,975 3,370,454 3,382,189 3,367,206 3,337,484

3,187,010 3,268,252 3,391,173 3,527,483 3,653,887

303,923 300,661 294,176 289,350 283,072

5,111,482 5,158,383 5,205,375 5,224,279 5,232,379

5,908 5,467 5,083 4,673 4,318

7,433 5,299 3,682 2,457 1,620

1995 1996 1997 1998 1999

43,387,259 43,736,836 43,971,086 44,245,731 44,595,624

37,529,603 37,664,802 37,818,047 37,911,161 38,071,894

5,857,656 6,072,034 6,153,039 6,334,570 6,523,730

26,672,806 26,898,072 27,274,572 27,510,535 27,774,677

4,185,263 4,385,623 4,508,134 4,698,319 4,879,455

3,289,551 3,194,080 3,129,129 3,054,073 2,987,307

3,734,097 3,802,791 3,771,774 3,768,928 3,794,795

275,020 242,135 230,222 220,610 212,401

5,225,519 5,209,812 5,053,442 4,989,855 4,943,915

3,976 3,670 3,419 3,186 2,931

1,027 653 394 225 143

2000 2001 2002 2003 2004

45,414,794 45,877,506 46,444,317 47,038,486 47,687,693

38,741,432 38,964,263 39,233,049 39,443,034 39,737,824

6,673,362 6,913,243 7,221,268 7,595,452 7,949,869

28,498,945 28,836,774 29,190,137 29,531,611 29,952,465

5,042,334 5,274,183 5,543,981 5,873,673 6,198,271

2,963,326 2,898,861 2,832,767 2,772,577 2,721,657

3,802,863 3,839,381 3,910,256 3,960,909 3,986,319

203,052 197,375 194,117 190,252 183,829

4,901,437 4,828,327 4,770,638 4,707,215 4,643,035

2,748 2,564 2,400 2,238 2,108

89 41 21 21 9

2005 2006 2007 2008 2009

48,434,281 49,122,624 49,864,838 50,898,244 52,522,819

40,128,579 40,510,508 40,948,624 41,625,450 42,828,705

8,305,702 8,612,116 8,916,214 9,272,794 9,694,114

30,460,836 30,976,143 31,527,728 32,273,651 33,514,013

6,518,989 6,806,918 7,098,723 7,426,691 7,788,013

2,680,259 2,632,069 2,584,884 2,524,841 2,501,723

4,024,815 4,040,530 4,050,691 4,131,594 4,230,578

178,396 171,453 164,665 159,610 159,870

4,568,991 4,493,620 4,436,338 4,380,164 4,326,976

1,992 1,889 1,809 1,693 1,646

3 2 ----

2010 2011 2012 2013 2014

54,031,968 55,404,480 56,758,185 57,978,610 59,007,158

43,847,811 44,791,146 45,868,992 46,992,611 48,076,066

10,184,157 10,613,334 10,889,193 10,985,999 10,931,092

34,593,080 35,599,569 36,720,492 37,892,659 39,008,771

8,203,951 8,575,544 8,826,591 8,940,950 8,954,518

2,476,836 2,455,822 2,443,212 2,442,308 2,452,435

4,312,554 4,375,451 4,419,404 4,412,620 4,355,214

158,061 156,721 153,628 149,778 142,509

4,285,913 4,239,873 4,193,431 4,138,924 4,092,402

1,573 1,500 1,427 1,371 1,309

-0 0 0 0

Widow(er)s

Number

(Continued)


5.A OASDI Current-Pay Benefits: Summary Table 5.A4—Number and total monthly benefits, by trust fund and type of benefit, December 1940–2014, selected years—Continued OASDI OASI trust fund DI trust fund

Retired workers

Disabled workers

Wives and husbands

Widowed mothers and fathers Children

Special age-72 Parents beneficiaries

Year

Total

1940 1945 1950 1955 1957 1960

4,070 23,801 126,857 411,613 605,455 936,321

4,070 23,801 126,857 411,613 594,552 888,320

... ... ... ... 10,904 48,000

2,539 12,538 77,678 276,942 400,250 596,849

... ... ... ... 10,904 40,668

361 2,040 11,995 39,416 62,802 90,503

668 4,858 19,366 46,444 57,952 93,275

402 2,391 5,801 13,403 16,102 23,795

90 1,893 11,481 34,152 55,944 89,054

11 81 535 1,256 1,501 2,178

... ... ... ... ... ...

1965 1966 1970 1975 1980 1985

1,516,802 1,638,548 2,628,326 5,727,758 10,682,791 15,901,579

1,395,817 1,502,863 2,385,926 5,047,656 9,422,206 14,441,682

120,986 135,685 242,400 680,102 1,260,585 1,459,896

931,532 983,338 1,576,551 3,436,752 6,678,216 10,736,304

96,599 107,627 196,010 562,180 1,059,792 1,285,375

120,796 123,262 175,323 332,159 569,528 796,351

159,428 175,100 279,845 544,048 864,242 858,006

30,882 31,983 45,258 85,676 138,426 123,557

174,883 192,821 328,245 747,903 1,358,836 2,094,003

2,683 2,642 2,965 3,685 4,080 3,609

... 21,777 24,128 15,354 9,672 4,373

1990 1991 1992 1993 1994

21,686,763 23,076,535 24,442,156 25,662,445 26,936,223

19,716,655 20,912,298 22,033,164 23,011,870 24,032,186

1,970,108 2,164,237 2,408,992 2,650,575 2,904,037

14,966,531 15,914,665 16,810,432 17,595,964 18,415,099

1,768,313 1,946,823 2,171,080 2,390,829 2,620,982

1,004,852 1,049,463 1,089,504 1,117,643 1,144,466

991,628 1,045,006 1,100,812 1,160,403 1,226,468

124,340 127,510 128,748 129,752 131,463

2,827,012 2,989,385 3,138,250 3,264,849 3,394,982

2,849 2,767 2,676 2,557 2,459

1,238 915 655 448 303

1995 1996 1997 1998 1999

28,148,078 29,426,079 30,463,716 31,298,873 32,578,327

24,993,131 26,017,474 26,884,933 27,519,891 28,548,030

3,154,947 3,408,605 3,578,782 3,778,982 4,030,297

19,199,157 20,038,023 20,864,462 21,449,654 22,339,070

2,853,365 3,087,223 3,252,919 3,444,259 3,679,691

1,164,029 1,177,458 1,185,143 1,179,882 1,188,814

1,283,288 1,356,685 1,389,552 1,417,362 1,473,988

131,430 124,678 122,488 120,247 120,157

3,514,262 3,639,632 3,646,898 3,685,349 3,774,601

2,349 2,252 2,173 2,074 1,975

197 129 79 46 30

2000 2001 2002 2003 2004

34,848,920 36,504,206 37,854,453 39,541,528 41,574,348

30,517,277 31,823,443 32,823,008 34,048,860 35,573,407

4,331,642 4,680,763 5,031,445 5,492,667 6,000,941

24,066,918 25,215,898 26,125,090 27,230,634 28,601,329

3,965,304 4,295,600 4,625,445 5,060,493 5,542,045

1,233,598 1,246,333 1,242,317 1,247,504 1,262,709

1,547,808 1,624,285 1,692,471 1,763,910 1,838,926

120,812 122,526 124,267 126,278 126,734

3,912,527 3,997,687 4,043,051 4,110,963 4,200,895

1,934 1,868 1,806 1,744 1,707

19 9 5 3 2

2005 2006 2007 2008 2009

44,351,668 46,938,032 49,218,145 53,666,109 55,905,731

37,743,696 39,763,705 41,552,564 45,189,225 47,015,977

6,607,972 7,174,327 7,665,581 8,476,883 8,889,754

30,521,815 32,351,856 34,004,494 37,207,910 39,020,920

6,114,705 6,655,048 7,127,082 7,895,536 8,288,762

1,298,722 1,322,423 1,333,410 1,391,746 1,390,950

1,945,508 2,031,723 2,095,892 2,262,489 2,311,770

129,246 129,721 128,742 133,261 134,547

4,339,977 4,445,575 4,526,864 4,773,510 4,757,157

1,694 1,685 1,661 1,657 1,626

1 1 ----

2010 2011 2012 2013 2014

58,048,295 62,213,382 65,430,104 68,544,382 71,693,353

48,663,019 52,022,544 54,765,045 57,601,391 60,573,128

9,385,276 10,190,838 10,665,058 10,942,991 11,120,224

40,662,492 43,736,668 46,327,075 49,026,786 51,826,267

8,759,959 9,523,184 9,977,027 10,250,098 10,435,524

1,389,565 1,441,063 1,478,070 1,530,076 1,597,691

2,351,759 2,470,586 2,540,605 2,585,288 2,621,075

134,179 138,495 138,315 137,450 133,232

4,748,771 4,901,819 4,967,481 5,013,184 5,078,097

1,570 1,567 1,531 1,500 1,467

-0 0 0 0

Widow(er)s

Total monthly benefits (thousands of dollars)

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; -- = not available. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A5—Number and average age, by type of benefit, December 2014 Number (thousands)

Average age

59,007

67

OASI Retired workers Spouses of retired workers Children of retired workers Under age 18 Disabled adult children Students, aged 18–19 Children of deceased workers Under age 18 Disabled adult children Students, aged 18–19 Nondisabled widow(er)s Widowed mothers and fathers Disabled widow(er)s Parents of deceased workers

48,076 39,009 2,303 635 328 288 20 1,892 1,188 641 62 3,835 143 258 1

71 74 73 25 13 40 18 25 12 48 18 77 44 59 83

DI

10,931 8,955 149 1,828 1,650 120 58

47 54 56 13 12 27 18

Type of benefit Total, OASDI

Disabled workers Spouses of disabled workers Children of disabled workers Under age 18 Disabled adult children Students, aged 18–19 SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A6—Number and average monthly benefit, by age, type of benefit, and sex, December 2014 All

Type of benefit

Male

Female

Number (thousands) Total, OASDI

59,007

26,733

32,274

54,652

24,457

30,195

4,355 3,166 1,049 140

2,276 1,610 588 78

2,080 1,557 461 62

Retired workers and their spouses and children Retired workers Spouses Children

41,948 39,009 2,303 635

20,039 19,602 100 338

21,908 19,407 2,204 297

Disabled workers and their spouses and children Disabled workers Spouses Children

10,931 8,955 149 1,828

5,580 4,628 9 944

5,351 4,327 140 884

6,128 3,835 258 143 1,892 1

1,113 91 17 12 994 (F)

5,015 3,744 241 131 898 1

Adults Children Under age 18 Disabled adult children Students, aged 18–19

Survivors of deceased workers Nondisabled widow(er)s Disabled widow(er)s Widowed mothers and fathers Children Parents

Average monthly benefit (dollars) Retired workers Disabled workers Widowed mothers and fathers Nondisabled widow(er)s Surviving children

1,328.58 1,165.39 934.90 1,275.61 830.73

1,488.07 1,290.20 802.54 1,114.36 829.64

1,167.49 1,031.91 946.57 1,279.52 831.94

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. (F) = fewer than 500. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A7—Number and average monthly benefit for women, by type of benefit and basis of entitlement, December 2014 Number (thousands)


30,194

1,118.04

23,734 19,407 4,886 14,521 4,327

1,142.77 1,167.49 1,362.83 1,101.75 1,031.91

Wives of retired and disabled workers Entitlement based on care of children Husband retired Husband disabled Entitlement based on age Husband retired Full benefit Reduced benefit Husband disabled

2,344 101 40 61 2,243 2,164 500 1,664 79

658.39 371.18 570.44 242.38 671.32 682.20 869.59 625.88 372.47

Widows Entitlement based on care of children Nondisabled, aged 60 or older Disabled, aged 50 to FRA

4,116 131 3,744 241

1,237.19 946.57 1,279.52 737.33

Type of benefit and basis of entitlement Total

a

Workers Retired Full benefit Reduced benefit Disabled

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. FRA = full retirement age. a. Excludes parents and disabled adult children receiving benefits because of a childhood disability. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A8—Number, average primary insurance amount, and average monthly benefit for persons with benefits based on special minimum primary insurance amount, by type of benefit and sex, December 2014 Type of benefit and sex All beneficiaries

Average primary insurance amount (dollars)


685.30

907.05

48,760

678.56

933.11

47,420 12,641 34,779 1,173 167

679.42 644.75 692.03 641.68 691.93

952.00 574.02 1,089.38 260.55 293.88

667.99

655.73

4,285

762.20

613.30

3,188 46 5 1,046

756.67 752.12 730.12 779.67

637.06 450.32 547.20 548.36

Number 53,093

Retirement benefits Total Retired workers Men Women Wives and husbands of retired workers Children of retired workers

Disability benefits Total

48 Survivor benefits

Total Nondisabled widow(er)s Disabled widow(er)s Widowed mothers and fathers Children of deceased workers SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A10—Number and average monthly benefit for beneficiaries aged 60 or older, by sex, type of benefit, and age, December 2014 Type of benefit

Total, 60 or older

60–61

62–64

65–69

70–74

75–79

80–84

85–89

90–99

100 or older

Number (thousands) All beneficiaries Total Retired workers Widow(er)s, parents, and mothers and fathers Wives and husbands Disabled workers Disabled adult children

48,411

1,182

5,145

13,088

10,623

7,462

5,316

3,486

2,049

60

39,009 3,978 2,361 2,909 154

... 173 4 976 30

3,065 381 196 1,467 36

11,148 690 742 467 40

9,534 515 550 ... 24

6,491 538 420 ... 13

4,415 613 281 ... 7

2,767 585 131 ... 3

1,547 466 36 ... 1

42 18 (F) ... (F)

Men Subtotal Retired workers Widowers, parents, and fathers Husbands Disabled workers Disabled adult children

21,417

539

2,292

6,091

4,982

3,369

2,239

1,293

603

9

19,602 99 106 1,533 77

... 16 (F) 508 16

1,462 31 4 775 19

5,738 34 49 250 20

4,943 7 20 ... 11

3,343 4 16 ... 6

2,223 3 10 ... 3

1,285 2 5 ... 1

599 1 2 ... (F)

9 (F) (F) ... (F)

Women Subtotal Retired workers Widows, parents, and mothers Wives Disabled workers Disabled adult children

26,994

643

2,853

6,997

5,641

4,093

3,077

2,193

1,446

51

19,407 3,879 2,254 1,376 78

... 157 4 468 14

1,603 350 191 691 17

5,411 656 693 217 20

4,591 507 530 ... 13

3,147 534 404 ... 7

2,193 610 271 ... 4

1,482 582 127 ... 2

947 464 34 ... 1

33 18 (F) ... (F)

Average monthly benefit (dollars) All beneficiaries Total Retired workers Widow(er)s, parents, and mothers and fathers Wives and husbands Disabled workers Disabled adult children

1,287.35

1,228.83

1,131.47

1,314.83

1,372.48

1,284.93

1,239.29

1,260.47

1,274.54

1,295.19

1,328.58 1,257.09 663.52 1,307.53 806.66

... 1,033.05 560.12 1,278.80 814.96

1,085.78 1,144.37 486.73 1,317.45 815.74

1,351.36 1,364.35 732.72 1,336.45 829.68

1,416.21 1,336.16 672.95 ... 819.42

1,330.88 1,245.78 641.43 ... 765.91

1,278.61 1,239.04 635.42 ... 713.03

1,295.59 1,237.46 637.43 ... 666.65

1,297.23 1,249.29 637.04 ... 635.85

1,334.72 1,206.91 648.97 ... 526.75

Men Subtotal Retired workers Widowers, parents, and fathers Husbands Disabled workers Disabled adult children

1,478.76

1,409.68

1,309.27

1,517.49

1,595.73

1,479.86

1,388.81

1,388.89

1,347.30

1,505.66

1,488.07 1,069.76 507.02 1,487.54 800.59

... 844.30 363.85 1,446.37 804.39

1,223.48 1,031.60 307.62 1,500.21 804.52

1,528.14 1,271.77 654.40 1,531.84 821.47

1,602.95 1,139.00 423.93 ... 813.01

1,487.17 919.20 374.96 ... 759.59

1,395.28 806.92 357.78 ... 705.90

1,394.48 761.91 348.19 ... 664.69

1,351.88 716.03 336.62 ... 625.53

1,514.65 687.57 358.91 ... 520.80

Women Subtotal Retired workers Widows, parents, and mothers Wives Disabled workers Disabled adult children

1,135.48

1,077.17

988.60

1,138.41

1,175.33

1,124.45

1,130.51

1,184.77

1,244.23

1,256.61

1,167.49 1,261.88 670.91 1,107.05 812.62

... 1,051.68 563.54 1,097.25 827.50

960.17 1,154.26 490.89 1,112.42 828.33

1,163.91 1,369.17 738.28 1,111.12 837.82

1,215.14 1,339.05 682.34 ... 825.15

1,164.86 1,248.33 652.08 ... 771.05

1,160.33 1,241.35 645.97 ... 717.62

1,209.89 1,239.42 648.19 ... 667.68

1,262.67 1,250.93 651.42 ... 639.42

1,284.27 1,208.83 715.90 ... 529.23

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; (F) = fewer than 500. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A14—Number and percentage distribution of women aged 62 or older, by basis of entitlement, type of benefit, and dual entitlement status, December 1960–2014, selected years Entitled as worker

b

Dually entitled

Year

Total

a

Subtotal

Worker only

Subtotal

Wife's benefit

Entitled as wife, widow, or parent only Widow's or parent's benefit c

Subtotal

Wife's benefit

Widow's or parent's benefit c

Number (thousands) 1960 1970 1975 1980 1985

6,619 11,374 14,010 16,350 18,412

2,866 5,753 7,586 9,304 10,805

2,563 4,786 5,926 6,710 7,096

303 967 1,660 2,594 3,709

159 388 617 1,016 1,594

141 574 1,039 1,575 2,112

3,753 5,621 6,424 7,046 7,607

2,174 2,546 2,745 2,884 3,018

1,546 3,048 3,659 4,148 4,580

1990 1995 2000 2005 2010

19,954 20,888 21,381 22,066 24,004

12,037 12,974 14,013 15,291 17,750

7,359 7,554 8,117 9,126 11,118

4,678 5,420 5,896 6,165 6,632

2,077 2,398 2,568 2,650 2,911

2,600 3,022 3,327 3,514 3,721

7,917 7,914 7,368 6,775 6,254

3,059 2,985 2,768 2,511 2,306

4,853 4,926 4,598 4,264 3,948

2011 2012 2013 2014

24,533 25,097 25,685 26,282

18,360 19,001 19,662 20,310

11,657 12,227 12,825 13,419

6,702 6,775 6,837 6,891

2,952 2,995 3,029 3,051

3,750 3,779 3,808 3,840

6,173 6,095 6,024 5,972

2,279 2,260 2,250 2,250

3,894 3,836 3,774 3,721

Percentage distribution 1960 1970 1975 1980 1985

100.0 100.0 100.0 100.0 100.0

43.3 50.6 54.1 56.9 58.7

38.7 42.1 42.3 41.0 38.5

4.6 8.5 11.8 15.9 20.1

2.4 3.4 4.4 6.2 8.7

2.1 5.0 7.4 9.6 11.5

56.7 49.4 45.9 43.1 41.3

32.8 22.4 19.6 17.6 16.4

23.4 26.8 26.1 25.4 24.9

1990 1995 2000 2005 2010

100.0 100.0 100.0 100.0 100.0

60.3 62.1 65.5 69.3 73.9

36.9 36.2 38.0 41.4 46.3

23.4 25.9 27.6 28.0 27.6

10.4 11.5 12.0 12.0 12.1

13.0 14.4 15.6 16.0 15.5

39.7 37.9 34.5 30.7 26.1

15.3 14.3 12.9 11.4 9.6

24.3 23.6 21.5 19.3 16.4

2011 2012 2013 2014

100.0 100.0 100.0 100.0

74.8 75.7 76.5 77.3

47.5 48.7 49.9 51.1

27.3 27.0 26.6 26.2

12.0 11.9 11.8 11.6

15.3 15.1 14.8 14.6

25.2 24.3 23.5 22.7

9.3 9.0 8.8 8.6

15.9 15.3 14.7 14.2

SOURCE: Social Security Administration, Master Beneficiary Record. All data for 2005 and dual entitlement data for 1995 and 2000 are based on a 10 percent sample. All other years are 100 percent data. NOTE: Totals do not necessarily equal the sum of rounded components. a. Excludes disabled adult children. b. Includes disabled workers. c. Includes disabled widows and mothers. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A15—Number and average monthly benefit for women aged 65 or older, by basis of entitlement, type of benefit, and dual entitlement status, December 2014 Total, 65 or older

Entitlement

65–69

70–74

75–79

80–84

85–89

90 or older

Number All women 65 or older a Entitled as worker b Worker only Dually entitled Wife's benefit Widow's or parent's benefit

23,448,398

6,975,162

5,627,602

4,085,060

3,073,090

2,191,150

1,496,334

18,017,835 11,502,901 6,514,934 2,750,551 3,764,383

5,625,984 4,354,815 1,271,169 946,008 325,161

4,589,932 3,200,911 1,389,021 825,344 563,677

3,147,083 1,899,155 1,247,928 518,353 729,575

2,192,483 1,081,302 1,111,181 299,131 812,050

1,482,113 608,600 873,513 128,918 744,595

980,240 358,118 622,122 32,797 589,325

5,430,563 2,058,993 3,371,570

1,349,178 693,242 655,936

1,037,670 530,222 507,448

937,977 403,938 534,039

880,607 270,857 609,750

709,037 126,749 582,288

516,094 33,985 482,109

Entitled as wife, widow, or parent only Wife's benefit Widow's or parent's benefit

Average monthly benefit (dollars) All women 65 or older

a

1,155.64

1,139.33

1,176.14

1,125.09

1,131.08

1,185.25

1,244.99

Entitled as worker b Worker only Dually entitled Wife's benefit Widow's or parent's benefit

1,185.29 1,175.26 1,203.00 822.67 1,480.91

1,161.96 1,198.94 1,035.25 850.10 1,573.94

1,215.18 1,240.37 1,157.13 850.08 1,606.71

1,164.89 1,134.51 1,211.11 797.70 1,504.84

1,160.35 1,058.55 1,259.41 753.08 1,445.93

1,209.90 1,057.23 1,316.27 732.64 1,417.33

1,263.40 1,074.54 1,372.12 724.58 1,408.15

Entitled as wife, widow, or parent only Wife's benefit Widow's or parent's benefit

1,057.25 687.84 1,282.84

1,045.00 738.28 1,369.17

1,003.49 682.34 1,339.05

991.55 652.08 1,248.33

1,058.23 645.97 1,241.35

1,133.73 648.19 1,239.42

1,210.01 651.60 1,249.37

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. a. Excludes disabled adult children. b. Includes disabled workers. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A16—Number and average monthly benefit for adult beneficiaries, by sex, type of benefit, and age, December 2014 Number (thousands) Type of benefit

All ages

Under 62

62–64

Average monthly benefit (dollars) 65 or older

All ages

Under 62

62–64

65 or older

All adult beneficiaries Total a Retired workers Disabled workers Wives and husbands of retired workers Wives and husbands of disabled workers Nondisabled widow(er)s Disabled widow(er)s Mothers and fathers

54,652

7,548

5,108

41,996

1,263.86

1,100.14

1,133.70

1,309.11

39,009 8,955 2,303 149 3,835 258 143

... 7,021 34 62 120 174 137

3,065 1,467 153 43 312 64 4

35,943 467 2,117 44 3,402 20 2

1,328.58 1,165.39 673.26 314.53 1,275.61 724.07 934.90

... 1,122.26 557.56 238.47 1,157.38 714.20 930.16

1,085.78 1,317.45 526.82 343.43 1,227.94 742.83 1,062.11

1,349.29 1,336.45 685.68 393.69 1,284.17 750.28 1,011.62

Men Subtotal Retired workers Disabled workers Husbands of retired workers Husbands of disabled workers Nondisabled widowers Disabled widowers Fathers

24,457

3,640

2,273

18,544

1,443.89

1,222.93

1,313.51

1,503.24

19,602 4,628 100 9 91 17 12

... 3,602 (F) 2 12 13 11

1,462 775 3 2 27 3 (F)

18,140 250 97 5 52 1 (F)

1,488.07 1,290.20 519.76 298.73 1,114.36 535.69 802.54

... 1,228.22 510.65 191.38 930.77 528.63 798.84

1,223.48 1,500.21 360.21 230.27 1,092.70 554.82 949.71

1,509.40 1,531.84 524.12 360.28 1,167.09 568.32 942.72

30,195

3,908

2,835

23,451

1,118.04

985.77

989.57

1,155.61

19,407 4,327 2,204 140 3,744 241 131

... 3,419 34 60 109 161 125

1,603 691 150 41 285 61 4

17,804 217 2,020 39 3,350 19 2

1,167.49 1,031.91 680.19 315.53 1,279.52 737.33 946.57

... 1,010.61 557.69 239.89 1,181.88 728.90 941.95

960.17 1,112.42 529.75 348.39 1,240.74 753.42 1,069.20

1,186.15 1,111.12 693.42 398.14 1,285.99 757.61 1,013.45

Women Subtotal Retired workers Disabled workers Wives of retired workers Wives of disabled workers Nondisabled widows Disabled widows Mothers

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; (F) = fewer than 500. a. Includes parents. Excludes student beneficiaries aged 18–19 and disabled adult children. CONTACT: (410) 965-0090 or [email protected].


5.A OASDI Current-Pay Benefits: Summary Table 5.A17—Number and average monthly benefit for disabled beneficiaries, by type of benefit, December 1957–2014 Number Year

All disabled beneficiaries

Workers

1957 1958 1959

178,719 284,744 416,896

1960 1961 1962 1963 1964

Average monthly benefit (dollars) Widow(er)s

Disabled adult children

Workers

Widow(er)s


149,850 237,719 334,443

... ... ...

28,869 47,025 82,453

72.76 82.10 89.00

... ... ...

38.62 39.62 42.96

559,425 742,296 888,131 993,656 1,077,695

455,371 618,075 740,867 827,014 894,173

... ... ... ... ...

104,054 124,221 147,264 166,642 183,522

89.31 89.59 89.99 90.59 91.12

... ... ... ... ...

44.15 45.28 45.67 46.45 47.35

1965 1966 1967 1968 1969

1,186,464 1,310,911 1,422,778 1,560,517 1,690,982

988,074 1,097,190 1,193,120 1,295,300 1,394,291

... ... ... 21,563 39,469

198,390 213,721 229,658 243,654 257,222

97.76 98.09 98.43 111.86 112.74

... ... ... 72.25 71.02

51.77 52.42 53.41 61.83 62.79

1970 1971 1972 1973 1974

1,812,786 1,990,098 2,202,090 2,415,383 2,670,092

1,492,948 1,647,684 1,832,916 2,016,626 2,236,882

49,281 56,743 64,167 78,769 92,128

270,557 285,671 305,007 319,988 341,082

131.26 146.52 179.32 183.00 205.70

82.00 90.11 109.54 111.14 125.87

73.21 81.37 98.81 100.14 112.45

1975 1976 1977 1978 1979

2,960,620 3,171,198 3,368,954 3,429,421 3,435,761

2,488,774 2,670,208 2,837,432 2,879,774 2,870,590

109,511 119,427 127,276 129,751 129,833

362,335 381,563 404,246 419,896 435,338

225.90 245.17 265.30 288.30 322.00

137.70 147.01 156.11 165.46 180.52

122.80 132.32 142.12 153.66 171.55

1980 1981 1982 1983 1984

3,436,429 3,361,130 3,192,379 3,168,992 3,212,040

2,858,680 2,776,519 2,603,599 2,569,029 2,596,516

127,580 121,590 116,372 111,591 109,151

450,169 463,021 472,408 488,372 506,373

370.70 413.20 440.60 456.20 470.70

205.02 226.58 242.11 250.33 306.24

198.95 224.51 245.07 257.78 270.28

1985 1986 1987 1988 1989

3,289,485 3,380,480 3,453,414 3,507,707 3,583,451

2,656,638 2,728,463 2,785,859 2,830,284 2,895,364

107,005 106,974 106,282 103,123 101,630

525,842 545,043 561,273 574,300 586,457

483.80 487.90 508.20 529.50 556.00

315.26 319.74 333.89 348.05 366.72

281.92 288.79 304.32 320.21 339.47

1990 1991 1992 1993 1994

3,712,763 3,925,472 4,236,080 4,529,466 4,796,313

3,011,294 3,194,938 3,467,783 3,725,966 3,962,954

100,989 114,489 131,324 147,015 160,676

600,480 616,045 636,973 656,485 672,683

587.20 609.40 626.10 641.70 661.40

388.93 406.96 422.65 434.20 446.30

361.71 378.86 393.61 407.20 422.40

1995 1996 1997 1998 1999

5,044,388 5,264,321 5,400,781 5,605,272 5,798,776

4,185,263 4,385,623 4,508,134 4,698,319 4,879,455

173,024 181,911 187,938 194,181 198,795

686,101 696,787 704,709 712,772 720,526

681.80 703.90 721.60 733.10 754.10

458.30 471.00 480.40 487.30 499.90

437.30 454.30 468.60 479.40 495.60

2000 2001 2002 2003 2004

5,972,450 6,214,972 6,495,868 6,835,846 7,168,270

5,042,334 5,274,183 5,543,981 5,873,673 6,198,271

201,427 204,243 207,358 209,359 210,735

728,689 736,546 744,529 752,814 759,264

786.40 814.50 834.30 861.60 894.10

519.70 536.70 548.10 563.80 582.70

518.30 537.60 550.40 567.00 587.60

2005 2006 2007 2008 2009

7,500,525 7,803,692 8,118,382 8,528,164 8,945,376

6,518,989 6,806,918 7,098,723 7,426,691 7,788,013

213,001 220,178 224,982 230,007 236,480

768,535 776,596 794,677 871,466 920,883

938.00 977.70 1,004.00 1,063.10 1,064.30

609.40 630.70 645.50 683.60 682.70

616.30 642.40 660.30 681.70 676.30

2010 2011 2012 2013 2014

9,398,104 9,803,581 10,088,739 10,228,364 10,261,268

8,203,951 8,575,544 8,826,591 8,940,950 8,954,518

244,953 251,011 255,472 257,248 257,871

949,200 977,026 1,006,676 1,030,166 1,048,879

1,067.80 1,110.50 1,130.34 1,146.42 1,165.39

681.30 703.54 711.47 716.79 724.07

678.80 705.84 720.47 734.68 751.12



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B1—Number, average primary insurance amount, and average monthly benefit without reduction for early retirement and with delayed retirement credit, by age and sex, December 2014 All retired workers

Number

Age Total

Men

Average primary Average insurance amount monthly benefit (dollars) (dollars)

Number

Women


Number


2,958,615

1,510.86

1,708.44

1,568,325

1,720.79

1,886.06

1,390,290

1,274.06

1,508.07

66–69 66 67 68 69

312,294 5,588 85,227 111,316 110,163

1,706.36 1,795.95 1,722.04 1,729.87 1,665.93

1,821.02 1,838.85 1,792.68 1,844.20 1,818.61

176,297 3,293 48,999 62,762 61,243

1,886.34 1,977.88 1,891.08 1,912.65 1,850.65

1,998.85 2,014.69 1,959.03 2,025.60 2,002.43

135,997 2,295 36,228 48,554 48,920

1,473.06 1,534.90 1,493.42 1,493.59 1,434.69

1,590.49 1,586.55 1,567.69 1,609.71 1,588.48

70–74 70 71 72 73 74

643,837 166,707 155,618 131,134 103,589 86,789

1,601.45 1,683.90 1,648.06 1,590.97 1,532.71 1,457.41

1,894.52 1,995.33 1,958.21 1,874.64 1,814.39 1,712.35

310,590 84,522 76,592 62,714 47,855 38,907

1,829.40 1,905.91 1,881.42 1,817.57 1,758.83 1,666.68

2,122.51 2,226.17 2,195.94 2,100.00 2,030.71 1,901.95

333,247 82,185 79,026 68,420 55,734 47,882

1,389.00 1,455.57 1,421.88 1,383.28 1,338.56 1,287.36

1,682.03 1,757.93 1,727.81 1,668.07 1,628.65 1,558.28

75–79 75 76 77 78 79

317,075 76,272 68,445 62,907 55,391 54,060

1,265.84 1,373.55 1,315.96 1,246.32 1,183.11 1,157.91

1,490.54 1,620.01 1,543.81 1,474.06 1,392.15 1,360.41

126,252 32,457 27,564 24,377 21,237 20,617

1,432.66 1,564.52 1,497.36 1,408.14 1,311.51 1,292.34

1,609.42 1,780.34 1,685.25 1,584.13 1,456.81 1,426.05

190,823 43,815 40,881 38,530 34,154 33,443

1,155.47 1,232.09 1,193.65 1,143.94 1,103.27 1,075.03

1,411.89 1,501.24 1,448.44 1,404.42 1,351.95 1,319.95

80–84 80 81 82 83 84

821,117 185,992 172,003 163,232 154,122 145,768

1,505.10 1,530.08 1,509.93 1,521.33 1,485.85 1,469.68

1,660.22 1,633.38 1,653.57 1,684.47 1,673.03 1,661.60

477,868 110,153 100,586 94,331 89,118 83,680

1,709.86 1,723.00 1,710.69 1,731.72 1,694.20 1,683.61

1,833.50 1,782.87 1,819.70 1,868.55 1,857.67 1,851.46

343,249 75,839 71,417 68,901 65,004 62,088

1,220.03 1,249.87 1,227.19 1,233.28 1,200.22 1,181.37

1,418.98 1,416.24 1,419.58 1,432.45 1,419.90 1,405.72

85–89 85 86 87 88 89

535,236 130,902 120,766 108,262 97,100 78,206

1,478.51 1,455.90 1,478.25 1,496.11 1,473.29 1,498.89

1,667.86 1,657.04 1,665.73 1,685.67 1,651.34 1,685.14

302,584 74,471 67,707 61,667 54,974 43,765

1,691.96 1,668.64 1,700.16 1,707.69 1,680.16 1,711.61

1,844.25 1,841.40 1,854.92 1,859.92 1,810.67 1,852.70

232,652 56,431 53,059 46,595 42,126 34,441

1,200.91 1,175.16 1,195.08 1,216.10 1,203.34 1,228.59

1,438.46 1,413.73 1,424.32 1,455.07 1,443.42 1,472.22

90 or older

329,056

1,451.20

1,633.84

174,734

1,648.68

1,768.06

154,322

1,227.59

1,481.86



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B2—Number, average primary insurance amount, and average monthly benefit without reduction for early retirement and without delayed retirement credit, by age and sex, December 2014 All retired workers

Number

Age Total

Men


Number

Women


Number


7,885,247

1,481.27

1,538.47

4,389,270

1,722.41

1,724.38

3,495,977

1,178.51

1,305.06

66–69 66 67 68 69

2,889,842 783,639 812,298 714,028 579,877

1,570.57 1,566.18 1,567.67 1,589.36 1,557.43

1,604.44 1,593.74 1,600.32 1,626.06 1,598.04

1,630,762 441,333 459,584 402,733 327,112

1,786.32 1,768.87 1,777.83 1,815.54 1,785.80

1,787.66 1,770.01 1,779.19 1,816.89 1,787.37

1,259,080 342,306 352,714 311,295 252,765

1,291.13 1,304.86 1,293.83 1,296.74 1,261.89

1,367.13 1,366.47 1,367.25 1,379.18 1,353.01

70–74 70 71 72 73 74

2,364,520 553,723 541,937 481,576 410,473 376,811

1,563.40 1,559.19 1,567.37 1,572.23 1,565.89 1,549.93

1,613.51 1,604.34 1,615.90 1,623.55 1,619.22 1,604.50

1,344,613 312,403 306,751 276,508 234,033 214,918

1,814.24 1,796.40 1,813.91 1,827.66 1,827.75 1,808.67

1,815.90 1,798.03 1,815.45 1,829.34 1,829.43 1,810.51

1,019,907 241,320 235,186 205,068 176,440 161,893

1,232.71 1,252.09 1,245.80 1,227.80 1,218.55 1,206.44

1,346.69 1,353.61 1,355.63 1,346.07 1,340.40 1,331.01

75–79 75 76 77 78 79

1,603,395 344,793 331,768 321,510 304,008 301,316

1,452.23 1,509.76 1,485.96 1,452.89 1,410.27 1,390.91

1,513.34 1,566.03 1,544.91 1,513.65 1,474.63 1,457.02

926,775 197,000 190,226 186,100 177,193 176,256

1,689.06 1,759.57 1,733.39 1,692.75 1,637.02 1,610.83

1,691.23 1,761.52 1,735.59 1,694.76 1,639.35 1,613.24

676,620 147,793 141,542 135,410 126,815 125,060

1,127.84 1,176.77 1,153.43 1,123.23 1,093.44 1,080.95

1,269.69 1,305.46 1,288.66 1,264.75 1,244.48 1,236.84

80–84 80 81 82 83 84

592,691 155,815 128,623 116,169 100,803 91,281

1,106.66 1,128.65 1,111.89 1,108.85 1,088.68 1,078.85

1,218.82 1,233.55 1,218.49 1,219.41 1,208.24 1,205.03

292,970 77,888 64,306 57,014 49,334 44,428

1,329.86 1,352.07 1,331.69 1,332.86 1,313.60 1,302.48

1,333.96 1,356.03 1,335.53 1,336.95 1,317.61 1,307.32

299,721 77,927 64,317 59,155 51,469 46,853

888.49 905.34 892.13 892.94 873.09 866.79

1,106.26 1,111.14 1,101.48 1,106.13 1,103.41 1,108.04

85–89 85 86 87 88 89

292,313 76,237 68,976 56,901 48,422 41,777

1,072.65 1,063.23 1,080.76 1,078.72 1,062.53 1,079.89

1,218.84 1,199.97 1,216.41 1,227.98 1,219.70 1,243.85

138,191 36,432 32,356 27,204 23,087 19,112

1,313.47 1,295.44 1,321.09 1,326.50 1,303.12 1,328.91

1,318.11 1,300.01 1,326.10 1,331.06 1,307.36 1,333.67

154,122 39,805 36,620 29,697 25,335 22,665

856.71 850.70 868.42 851.74 843.28 869.90

1,129.83 1,108.41 1,119.49 1,133.55 1,139.81 1,168.11

90 or older

142,486

1,030.49

1,223.56

55,959

1,270.91

1,277.42

86,527

875.02

1,188.72



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B3—Number and average monthly benefit before and after delayed retirement credit, by age and sex, December 2014 All retired workers

Men

Average monthly benefit (dollars) Before delayed retirement credit Number

Age Total

After delayed retirement credit

Women





3,212,293

1,473.35

1,681.63

1,671,758

1,632.38

1,860.60

1,540,535

1,300.77

1,487.42

66–69 66 67 68 69

313,753 5,639 85,509 111,780 110,825

1,617.04 1,689.08 1,636.12 1,632.17 1,583.38

1,819.19 1,837.41 1,791.55 1,842.60 1,816.00

176,585 3,294 49,069 62,869 61,353

1,747.97 1,821.63 1,761.24 1,761.46 1,719.59

1,998.46 2,014.12 1,958.76 2,025.32 2,001.85

137,168 2,345 36,440 48,911 49,472

1,448.47 1,502.89 1,467.65 1,465.98 1,414.46

1,588.41 1,589.19 1,566.37 1,607.72 1,585.50

70–74 70 71 72 73 74

654,700 168,256 157,376 133,527 106,145 89,396

1,518.49 1,593.22 1,561.09 1,508.78 1,454.83 1,392.95

1,887.17 1,992.28 1,953.07 1,866.40 1,804.37 1,702.64

311,364 84,782 76,767 62,867 47,950 38,998

1,689.05 1,756.70 1,734.79 1,677.76 1,623.49 1,550.74

2,121.86 2,226.04 2,195.60 2,098.93 2,029.74 1,900.48

343,336 83,474 80,609 70,660 58,195 50,398

1,363.82 1,427.18 1,395.67 1,358.44 1,315.87 1,270.86

1,674.33 1,754.86 1,722.11 1,659.52 1,618.67 1,549.54

75–79 75 76 77 78 79

331,657 79,222 71,519 66,062 58,119 56,735

1,239.14 1,326.10 1,279.57 1,222.92 1,173.14 1,153.24

1,482.35 1,609.77 1,533.93 1,466.09 1,386.78 1,356.22

126,636 32,553 27,635 24,450 21,305 20,693

1,372.33 1,476.24 1,424.30 1,353.69 1,274.70 1,262.01

1,607.72 1,778.49 1,683.59 1,582.67 1,455.29 1,424.29

205,021 46,669 43,884 41,612 36,814 36,042

1,156.87 1,221.38 1,188.43 1,146.08 1,114.37 1,090.79

1,404.90 1,492.08 1,439.68 1,397.59 1,347.13 1,317.13

80–84 80 81 82 83 84

903,601 192,804 187,916 182,256 174,347 166,278

1,491.14 1,518.87 1,494.63 1,502.81 1,472.50 1,461.82

1,637.26 1,625.80 1,633.30 1,657.22 1,641.83 1,628.34

520,343 112,726 108,628 104,297 99,908 94,784

1,653.16 1,681.20 1,657.50 1,669.87 1,631.70 1,619.10

1,807.13 1,777.64 1,797.53 1,836.68 1,818.97 1,808.24

383,258 80,078 79,288 77,959 74,439 71,494

1,271.17 1,290.35 1,271.48 1,279.32 1,258.84 1,253.30

1,406.62 1,412.06 1,408.32 1,417.12 1,404.09 1,389.83

85–89 85 86 87 88 89

620,835 150,754 137,793 126,089 112,344 93,855

1,469.26 1,451.61 1,474.30 1,479.62 1,466.56 1,479.53

1,625.97 1,620.43 1,632.00 1,638.65 1,608.40 1,630.03

341,426 84,835 76,304 69,244 61,154 49,889

1,623.33 1,603.10 1,632.94 1,637.25 1,613.57 1,635.64

1,802.23 1,795.54 1,813.45 1,818.88 1,774.44 1,807.41

279,409 65,919 61,489 56,845 51,190 43,966

1,281.00 1,256.65 1,277.44 1,287.61 1,290.93 1,302.38

1,410.59 1,395.07 1,406.83 1,419.10 1,410.04 1,428.75

90 or older

387,747

1,446.27

1,586.24

195,404

1,566.63

1,727.94

192,343

1,324.00

1,442.30



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B4—Number, percentage, and average monthly benefit, by year of entitlement as retired worker and sex, December 2014 All retired workers

Year of entitlement Total

Men

Cumulative percentPercentage Number distribution age a


Women



1,488.07 19,406,928


39,008,771

100.0

...

100.0

...

100.0

...

1,167.49

2014 2013 2012 2011

2,542,907 2,657,965 2,548,795 2,366,794

6.5 6.8 6.5 6.1

6.5 13.3 19.9 25.9

1,362.79 1,376.97 1,372.75 1,350.38

1,299,019 1,364,130 1,303,568 1,210,360

6.6 7.0 6.7 6.2

6.6 13.6 20.2 26.4

1,538.84 1,554.05 1,552.81 1,525.19

1,243,888 1,293,835 1,245,227 1,156,434

6.4 6.7 6.4 6.0

6.4 13.1 19.5 25.5

1,178.92 1,190.26 1,184.24 1,167.41

2010 2009 2008 2007 2006

2,367,257 2,423,708 1,969,235 1,729,915 1,652,532

6.1 6.2 5.0 4.4 4.2

32.0 38.2 43.3 47.7 51.9

1,357.73 1,355.42 1,359.40 1,355.70 1,344.54

1,221,990 1,260,540 1,006,021 880,923 838,597

6.2 6.4 5.1 4.5 4.3

32.6 39.1 44.2 48.7 53.0

1,532.88 1,532.77 1,542.49 1,538.89 1,526.24

1,145,267 1,163,168 963,214 848,992 813,935

5.9 6.0 5.0 4.4 4.2

31.4 37.3 42.3 46.7 50.9

1,170.83 1,163.23 1,168.17 1,165.63 1,157.34

2005 2004 2003 2002 2001

1,628,083 1,502,162 1,387,599 1,352,525 1,266,667

4.2 3.9 3.6 3.5 3.2

56.1 60.0 63.5 67.0 70.2

1,326.00 1,332.34 1,342.18 1,340.08 1,313.46

826,986 765,636 712,668 700,970 656,394

4.2 3.9 3.6 3.6 3.3

57.2 61.1 64.7 68.3 71.7

1,499.02 1,511.09 1,520.52 1,513.98 1,475.24

801,097 736,526 674,931 651,555 610,273

4.1 3.8 3.5 3.4 3.1

55.0 58.8 62.3 65.6 68.8

1,147.39 1,146.53 1,153.87 1,152.98 1,139.46

2000 1999 1998 1997 1996

1,331,862 1,127,299 1,008,737 945,279 896,354

3.4 2.9 2.6 2.4 2.3

73.6 76.5 79.1 81.5 83.8

1,338.12 1,288.55 1,259.67 1,256.36 1,255.49

702,360 580,098 509,317 473,067 442,417

3.6 3.0 2.6 2.4 2.3

75.2 78.2 80.8 83.2 85.5

1,504.52 1,436.78 1,395.38 1,385.56 1,374.33

629,502 547,201 499,420 472,212 453,937

3.2 2.8 2.6 2.4 2.3

72.0 74.8 77.4 79.9 82.2

1,152.46 1,131.41 1,121.27 1,126.91 1,139.67

1995 1994 1993 1992 1991

821,213 767,496 706,332 654,117 573,734

2.1 2.0 1.8 1.7 1.5

85.9 87.9 89.7 91.4 92.9

1,260.66 1,265.02 1,263.20 1,265.97 1,266.13

414,185 381,964 347,583 318,005 272,935

2.1 1.9 1.8 1.6 1.4

87.6 89.5 91.3 92.9 94.3

1,372.50 1,372.79 1,362.00 1,356.99 1,349.94

407,028 385,532 358,749 336,112 300,799

2.1 2.0 1.8 1.7 1.5

84.3 86.3 88.1 89.9 91.4

1,146.85 1,158.24 1,167.49 1,179.85 1,190.09

1990 1989 1988 1987 1986

510,784 442,378 379,858 327,525 278,595

1.3 1.1 1.0 0.8 0.7

94.2 95.3 96.3 97.1 97.8

1,268.89 1,259.04 1,249.03 1,250.56 1,242.04

233,049 195,659 161,421 134,757 111,190

1.2 1.0 0.8 0.7 0.6

95.5 96.5 97.3 98.0 98.6

1,350.67 1,327.78 1,303.08 1,296.49 1,269.92

277,735 246,719 218,437 192,768 167,405

1.4 1.3 1.1 1.0 0.9

92.8 94.1 95.2 96.2 97.1

1,200.28 1,204.52 1,209.09 1,218.45 1,223.52

1985 1984 1983 1982 1981

219,917 169,070 134,804 99,593 70,582

0.6 0.4 0.3 0.3 0.2

98.4 98.8 99.2 99.4 99.6

1,234.91 1,234.49 1,251.92 1,268.11 1,307.34

83,385 60,675 45,917 31,609 20,829

0.4 0.3 0.2 0.2 0.1

99.0 99.3 99.6 99.7 99.8

1,243.18 1,226.36 1,234.87 1,246.62 1,306.33

136,532 108,395 88,887 67,984 49,753

0.7 0.6 0.5 0.4 0.3

97.8 98.4 98.8 99.2 99.4

1,229.85 1,239.05 1,260.73 1,278.10 1,307.76

51,589 34,680 22,478 13,950 10,260 14,141

0.1 0.1 0.1 (L) (L) (L)

99.8 99.8 99.9 99.9 100.0 100.0

1,316.92 1,319.22 1,297.40 1,261.85 1,230.12 1,171.97

13,775 8,198 4,856 2,921 1,846 2,023

0.1 (L) (L) (L) (L) (L)

99.9 99.9 100.0 100.0 100.0 100.0

1,340.93 1,371.00 1,326.35 1,293.63 1,235.67 1,155.87

37,814 26,482 17,622 11,029 8,414 12,118

0.2 0.1 0.1 0.1 (L) 0.1

99.6 99.7 99.8 99.9 99.9 100.0

1,308.18 1,303.19 1,289.42 1,253.43 1,228.90 1,174.65

1980 1979 1978 1977 1976 Before 1976

1,328.58 19,601,843


SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because entitlements can be awarded retroactively, data for current and prior years are subject to revision with each annual update of this table. Totals do not necessarily equal the sum of rounded components. . . . = not applicable; (L) = less than 0.05 percent. a. Represents those entitled in specified year or later. CONTACT: (410) 965-0090 or [email protected].


5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B5—Number, average age, and percentage distribution, by sex and age, December 1940–2014, selected years Percentage distribution Average age

Total, 62 or older

62–64

99 447 1,469 3,252

68.8 71.7 72.2 72.7

100.0 100.0 100.0 100.0

... ... ... ...

1960 1965 1970 1975 1980

5,217 6,825 7,688 9,163 10,461

73.2 72.9 72.6 72.3 72.2

100.0 100.0 100.0 100.0 100.0

1985 1986 1987 1988 1989

11,817 12,080 12,295 12,483 12,718

72.3 72.4 72.4 72.4 72.5

1990 1991 1992 1993 1994

12,985 13,227 13,474 13,649 13,795

1995 1996 1997 1998 1999

Year

Number (thousands)

1940 1945 1950 1955

65–69

70–74

75–79

80–84

85 or older

74.4 39.9 39.1 35.7

17.4 40.2 33.7 34.8

6.4 15.1 20.2 20.0

1.6 4.0 5.9 7.6

0.2 0.7 1.2 1.9

... 6.9 7.5 9.3 9.5

33.8 29.7 30.1 32.2 32.1

33.1 29.5 26.9 25.6 25.8

21.1 19.9 19.6 17.1 16.9

9.0 9.9 10.6 10.1 9.5

3.1 4.1 5.3 5.7 6.1

100.0 100.0 100.0 100.0 100.0

10.9 10.9 10.9 10.7 10.5

30.2 30.3 30.2 30.0 30.1

25.9 25.7 25.5 25.5 25.2

17.3 17.3 17.4 17.6 17.8

9.6 9.7 9.9 10.0 10.1

6.1 6.1 6.1 6.2 6.3

72.5 72.6 72.7 72.8 72.8

100.0 100.0 100.0 100.0 100.0

10.3 10.2 10.0 9.9 9.8

30.0 29.5 29.2 28.9 28.3

25.3 25.7 25.8 25.9 26.2

17.8 17.9 17.8 17.9 17.9

10.2 10.3 10.5 10.7 10.9

6.4 6.4 6.6 6.8 6.9

13,915 14,012 14,126 14,206 14,329

72.9 73.1 73.2 73.3 73.3

100.0 100.0 100.0 100.0 100.0

9.5 9.2 9.0 9.0 9.1

28.0 27.6 27.2 26.6 26.4

26.1 25.8 25.8 25.6 25.2

18.3 18.9 19.2 19.5 19.8

11.1 11.3 11.4 11.6 11.7

7.0 7.2 7.4 7.6 7.8

2000 2001 2002 2003 2004

14,772 14,930 15,070 15,254 15,438

73.2 73.3 73.3 73.3 73.4

100.0 100.0 100.0 100.0 100.0

9.0 8.9 8.8 8.7 8.9

27.6 27.6 27.9 27.9 27.7

24.6 24.3 24.0 23.5 23.4

19.3 19.1 19.1 19.0 18.8

11.7 12.1 12.4 12.6 12.8

7.8 7.9 7.8 8.2 8.4

2005 2006 2007 2008 2009

15,654 15,869 16,112 16,456 17,067

73.4 73.5 73.5 73.5 73.4

100.0 100.0 100.0 100.0 100.0

9.1 9.0 8.5 8.3 9.1

27.4 27.5 27.8 28.0 28.2

23.2 23.2 23.3 23.6 23.3

18.7 18.5 18.3 17.9 17.5

12.8 12.8 12.8 12.7 12.4

8.7 9.1 9.3 9.5 9.6

2010 2011 2012 2013 2014

17,582 18,043 18,560 19,099 19,602

73.4 73.4 73.4 73.4 73.4

100.0 100.0 100.0 100.0 100.0

9.7 9.4 8.6 8.0 7.5

28.0 28.3 28.8 29.0 29.3

23.3 23.6 24.3 24.9 25.2

17.1 17.0 16.9 17.0 17.1

12.2 12.0 11.8 11.5 11.3

9.6 9.7 9.7 9.7 9.7

Men

(Continued)


5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B5—Number, average age, and percentage distribution, by sex and age, December 1940–2014, selected years—Continued Percentage distribution Average age

Total, 62 or older

62–64

13 71 302 1,222

68.1 70.8 71.1 71.3

100.0 100.0 100.0 100.0

... ... ... ...

1960 1965 1970 1975 1980

2,845 4,276 5,661 7,424 9,101

71.0 71.8 72.0 72.2 72.6

100.0 100.0 100.0 100.0 100.0

1985 1986 1987 1988 1989

10,615 10,901 11,145 11,944 11,608

73.3 73.3 73.4 73.5 73.6

1990 1991 1992 1993 1994

11,842 12,048 12,272 12,447 12,607

1995 1996 1997 1998 1999

Year

Number (thousands)

1940 1945 1950 1955

65–69

70–74

75–79

80–84

85 or older

82.6 47.1 48.4 47.8

12.8 40.0 32.9 32.3

3.9 10.2 15.0 14.6

0.6 2.3 3.2 4.4

(L) 0.3 0.5 0.8

12.6 12.2 11.5 11.8 11.2

36.3 31.6 30.1 30.4 29.2

29.0 28.1 25.4 24.2 24.2

15.0 17.6 18.7 16.9 17.1

5.6 7.7 10.0 10.6 10.6

1.6 2.8 4.4 6.1 7.7

100.0 100.0 100.0 100.0 100.0

11.0 10.8 10.7 10.5 10.2

26.9 26.7 26.4 26.0 26.1

23.9 23.8 23.6 23.6 23.1

17.9 18.0 18.1 18.2 18.4

11.4 11.7 11.9 12.2 12.4

8.8 9.0 9.3 9.5 9.8

73.7 73.9 74.0 74.1 74.2

100.0 100.0 100.0 100.0 100.0

9.9 9.5 9.3 9.0 9.0

25.9 25.4 25.2 24.9 24.3

23.0 23.2 23.1 23.0 23.2

18.5 18.6 18.5 18.6 18.4

12.5 12.7 12.9 13.1 13.4

10.2 10.5 10.9 11.3 11.6

12,757 12,887 13,155 13,304 13,453

74.3 74.4 74.5 74.6 74.6

100.0 100.0 100.0 100.0 100.0

8.8 8.7 8.6 8.7 8.8

24.0 23.6 23.2 22.8 22.8

23.2 22.9 23.0 22.8 22.3

18.5 18.8 19.0 19.0 19.3

13.5 13.7 13.8 13.9 13.8

11.9 12.2 12.5 12.8 13.0

2000 2001 2002 2003 2004

13,734 13,912 14,096 14,294 14,534

74.6 74.6 74.6 74.5 74.5

100.0 100.0 100.0 100.0 100.0

8.9 8.9 8.8 8.8 9.0

23.4 23.6 23.9 24.3 24.4

21.9 21.6 21.3 21.0 20.9

19.1 18.8 18.7 18.5 18.1

13.8 13.9 14.0 14.0 14.1

13.0 13.1 13.3 13.4 13.4

2005 2006 2007 2008 2009

14,821 15,107 15,416 15,818 16,447

74.5 74.5 74.5 74.4 74.2

100.0 100.0 100.0 100.0 100.0

9.4 9.4 9.0 8.9 9.6

24.4 24.8 25.3 25.8 26.1

20.8 20.9 21.1 21.5 21.4

17.8 17.5 17.2 16.7 16.3

14.1 13.9 13.7 13.5 12.9

13.5 13.7 13.8 13.7 13.6

2010 2011 2012 2013 2014

17,011 17,557 18,161 18,793 19,407

74.1 74.1 74.0 74.0 74.0

100.0 100.0 100.0 100.0 100.0

10.2 10.0 9.3 8.8 8.3

26.0 26.5 27.1 27.5 27.9

21.5 21.9 22.6 23.3 23.7

16.1 16.0 15.9 16.1 16.2

12.6 12.2 11.9 11.5 11.3

13.5 13.4 13.2 12.9 12.7

Women

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2005 are based on a 10 percent sample. All other years are 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; (L) = less than 0.05 percent. CONTACT: (410) 965-0090 or [email protected].


5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, December 2014 Total

With reduction for early retirement

Without reduction for early retirement

Number

Percent

Number

Percent

Number

Percent

39,008,771

100.0

28,164,909

100.0

10,843,862

100.0

913,621 321,712 328,044 339,527 357,435

2.3 0.8 0.8 0.9 0.9

713,697 254,545 257,898 262,565 283,419

2.5 0.9 0.9 0.9 1.0

199,924 67,167 70,146 76,962 74,016

1.8 0.6 0.6 0.7 0.7

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

424,536 636,319 774,427 931,515 1,080,184

1.1 1.6 2.0 2.4 2.8

349,503 554,671 662,063 799,263 914,663

1.2 2.0 2.4 2.8 3.2

75,033 81,648 112,364 132,252 165,521

0.7 0.8 1.0 1.2 1.5

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

1,185,707 1,233,522 1,245,414 1,193,986 1,152,689

3.0 3.2 3.2 3.1 3.0

990,702 1,020,813 1,015,246 954,478 901,738

3.5 3.6 3.6 3.4 3.2

195,005 212,709 230,168 239,508 250,951

1.8 2.0 2.1 2.2 2.3

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

1,129,127 1,125,174 1,126,275 1,139,898 1,166,868

2.9 2.9 2.9 2.9 3.0

867,774 859,856 859,093 869,468 889,812

3.1 3.1 3.1 3.1 3.2

261,353 265,318 267,182 270,430 277,056

2.4 2.4 2.5 2.5 2.6

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

1,190,972 1,208,335 1,270,441 1,345,027 1,278,911

3.1 3.1 3.3 3.4 3.3

911,912 924,728 999,382 1,068,233 1,002,403

3.2 3.3 3.5 3.8 3.6

279,060 283,607 271,059 276,794 276,508

2.6 2.6 2.5 2.6 2.5

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

1,276,467 1,348,793 1,289,453 1,214,533 1,160,110

3.3 3.5 3.3 3.1 3.0

1,000,526 1,072,397 1,011,231 932,899 852,761

3.6 3.8 3.6 3.3 3.0

275,941 276,396 278,222 281,634 307,349

2.5 2.5 2.6 2.6 2.8

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

1,059,247 910,396 775,898 672,856 591,470

2.7 2.3 2.0 1.7 1.5

752,546 622,166 496,227 406,424 337,071

2.7 2.2 1.8 1.4 1.2

306,701 288,230 279,671 266,432 254,399

2.8 2.7 2.6 2.5 2.3

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

576,566 534,825 479,108 422,448 2,596,935

1.5 1.4 1.2 1.1 6.7

283,844 237,661 198,919 167,432 604,880

1.0 0.8 0.7 0.6 2.1

292,722 297,164 280,189 255,016 1,992,055

2.7 2.7 2.6 2.4 18.4

Sex and monthly benefit (dollars) All retired workers Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

Average benefit (dollars)

1,328.58

1,229.91

1,584.85 (Continued)


5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, December 2014—Continued Total



Number

Percent

Number

Percent

Number

Percent

19,601,843

100.0

13,644,248

100.0

5,957,595

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

452,765 157,636 154,392 152,331 149,703

2.3 0.8 0.8 0.8 0.8

351,703 124,147 119,677 114,815 114,863

2.6 0.9 0.9 0.8 0.8

101,062 33,489 34,715 37,516 34,840

1.7 0.6 0.6 0.6 0.6

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

162,538 226,764 256,814 273,443 294,566

0.8 1.2 1.3 1.4 1.5

128,512 192,069 212,443 223,100 233,472

0.9 1.4 1.6 1.6 1.7

34,026 34,695 44,371 50,343 61,094

0.6 0.6 0.7 0.8 1.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

310,535 322,735 337,987 350,932 368,858

1.6 1.6 1.7 1.8 1.9

241,119 249,330 261,124 272,455 287,394

1.8 1.8 1.9 2.0 2.1

69,416 73,405 76,863 78,477 81,464

1.2 1.2 1.3 1.3 1.4

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

390,862 415,433 441,161 470,729 507,738

2.0 2.1 2.3 2.4 2.6

305,939 326,766 349,909 375,894 407,702

2.2 2.4 2.6 2.8 3.0

84,923 88,667 91,252 94,835 100,036

1.4 1.5 1.5 1.6 1.7

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

543,265 576,507 662,438 730,274 711,671

2.8 2.9 3.4 3.7 3.6

440,201 467,643 549,995 611,887 588,044

3.2 3.4 4.0 4.5 4.3

103,064 108,864 112,443 118,387 123,627

1.7 1.8 1.9 2.0 2.1

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

746,984 829,085 821,701 792,569 771,147

3.8 4.2 4.2 4.0 3.9

615,558 690,281 673,743 636,499 589,685

4.5 5.1 4.9 4.7 4.3

131,426 138,804 147,958 156,070 181,462

2.2 2.3 2.5 2.6 3.0

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

720,104 626,574 530,540 459,645 403,841

3.7 3.2 2.7 2.3 2.1

531,545 444,075 347,729 281,135 231,067

3.9 3.3 2.5 2.1 1.7

188,559 182,499 182,811 178,510 172,774

3.2 3.1 3.1 3.0 2.9

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

397,795 375,400 342,650 308,211 2,053,520

2.0 1.9 1.7 1.6 10.5

194,114 164,758 140,583 121,009 432,264

1.4 1.2 1.0 0.9 3.2

203,681 210,642 202,067 187,202 1,621,256

3.4 3.5 3.4 3.1 27.2

Sex and monthly benefit (dollars) Men


1,488.07

1,366.30



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B6—Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, December 2014—Continued Total



Number

Percent

Number

Percent

Number

Percent

19,406,928

100.0

14,520,661

100.0

4,886,267

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

460,856 164,076 173,652 187,196 207,732

2.4 0.8 0.9 1.0 1.1

361,994 130,398 138,221 147,750 168,556

2.5 0.9 1.0 1.0 1.2

98,862 33,678 35,431 39,446 39,176

2.0 0.7 0.7 0.8 0.8

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

261,998 409,555 517,613 658,072 785,618

1.4 2.1 2.7 3.4 4.0

220,991 362,602 449,620 576,163 681,191

1.5 2.5 3.1 4.0 4.7

41,007 46,953 67,993 81,909 104,427

0.8 1.0 1.4 1.7 2.1

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

875,172 910,787 907,427 843,054 783,831

4.5 4.7 4.7 4.3 4.0

749,583 771,483 754,122 682,023 614,344

5.2 5.3 5.2 4.7 4.2

125,589 139,304 153,305 161,031 169,487

2.6 2.9 3.1 3.3 3.5

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

738,265 709,741 685,114 669,169 659,130

3.8 3.7 3.5 3.4 3.4

561,835 533,090 509,184 493,574 482,110

3.9 3.7 3.5 3.4 3.3

176,430 176,651 175,930 175,595 177,020

3.6 3.6 3.6 3.6 3.6

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

647,707 631,828 608,003 614,753 567,240

3.3 3.3 3.1 3.2 2.9

471,711 457,085 449,387 456,346 414,359

3.2 3.1 3.1 3.1 2.9

175,996 174,743 158,616 158,407 152,881

3.6 3.6 3.2 3.2 3.1

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

529,483 519,708 467,752 421,964 388,963

2.7 2.7 2.4 2.2 2.0

384,968 382,116 337,488 296,400 263,076

2.7 2.6 2.3 2.0 1.8

144,515 137,592 130,264 125,564 125,887

3.0 2.8 2.7 2.6 2.6

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

339,143 283,822 245,358 213,211 187,629

1.7 1.5 1.3 1.1 1.0

221,001 178,091 148,498 125,289 106,004

1.5 1.2 1.0 0.9 0.7

118,142 105,731 96,860 87,922 81,625

2.4 2.2 2.0 1.8 1.7

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

178,771 159,425 136,458 114,237 543,415

0.9 0.8 0.7 0.6 2.8

89,730 72,903 58,336 46,423 172,616

0.6 0.5 0.4 0.3 1.2

89,041 86,522 78,122 67,814 370,799

1.8 1.8 1.6 1.4 7.6

Sex and monthly benefit (dollars) Women


1,167.49

1,101.75

1,362.83

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, December 2014 Sex and primary insurance amount (dollars)

Total



Number

Percent

Number

Percent

Number

Percent

39,008,771

100.0

28,164,909

100.0

10,843,862

100.0

1,107,521 492,573 505,506 526,290 505,783

2.8 1.3 1.3 1.3 1.3

834,885 394,543 404,897 413,920 400,704

3.0 1.4 1.4 1.5 1.4

272,636 98,030 100,609 112,370 105,079

2.5 0.9 0.9 1.0 1.0

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

496,126 524,354 706,775 774,278 971,529

1.3 1.3 1.8 2.0 2.5

391,882 410,179 537,015 580,674 736,435

1.4 1.5 1.9 2.1 2.6

104,244 114,175 169,760 193,604 235,094

1.0 1.1 1.6 1.8 2.2

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

1,142,980 1,129,431 1,102,310 1,065,770 1,043,569

2.9 2.9 2.8 2.7 2.7

882,021 866,131 835,822 802,176 780,601

3.1 3.1 3.0 2.8 2.8

260,959 263,300 266,488 263,594 262,968

2.4 2.4 2.5 2.4 2.4

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

1,024,860 1,016,964 989,895 974,607 962,786

2.6 2.6 2.5 2.5 2.5

760,279 748,233 726,515 710,954 699,483

2.7 2.7 2.6 2.5 2.5

264,581 268,731 263,380 263,653 263,303

2.4 2.5 2.4 2.4 2.4

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

943,716 936,400 921,218 918,511 908,874

2.4 2.4 2.4 2.4 2.3

685,993 677,412 667,302 664,826 659,396

2.4 2.4 2.4 2.4 2.3

257,723 258,988 253,916 253,685 249,478

2.4 2.4 2.3 2.3 2.3

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

911,534 921,075 919,316 942,036 1,064,113

2.3 2.4 2.4 2.4 2.7

659,628 667,829 662,607 677,129 762,535

2.3 2.4 2.4 2.4 2.7

251,906 253,246 256,709 264,907 301,578

2.3 2.3 2.4 2.4 2.8

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

1,057,768 974,863 908,783 838,757 780,819

2.7 2.5 2.3 2.2 2.0

761,626 699,325 638,641 579,342 536,531

2.7 2.5 2.3 2.1 1.9

296,142 275,538 270,142 259,415 244,288

2.7 2.5 2.5 2.4 2.3

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

939,330 1,003,285 942,009 839,032 4,273,425

2.4 2.6 2.4 2.2 11.0

648,075 717,974 678,752 605,443 2,597,194

2.3 2.5 2.4 2.1 9.2

291,255 285,311 263,257 233,589 1,676,231

2.7 2.6 2.4 2.2 15.5

All retired workers Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90


1,391.53

1,353.87



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, December 2014—Continued Sex and primary insurance amount (dollars)

Total



Number

Percent

Number

Percent

Number

Percent

19,601,843

100.0

13,644,248

100.0

5,957,595

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

334,337 136,101 140,508 142,972 134,964

1.7 0.7 0.7 0.7 0.7

224,566 100,375 104,242 103,441 99,034

1.6 0.7 0.8 0.8 0.7

109,771 35,726 36,266 39,531 35,930

1.8 0.6 0.6 0.7 0.6

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

129,440 130,232 154,280 166,477 213,616

0.7 0.7 0.8 0.8 1.1

94,751 94,384 106,584 112,802 148,287

0.7 0.7 0.8 0.8 1.1

34,689 35,848 47,696 53,675 65,329

0.6 0.6 0.8 0.9 1.1

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

264,959 267,601 272,731 273,419 279,925

1.4 1.4 1.4 1.4 1.4

191,453 192,107 193,798 193,806 198,315

1.4 1.4 1.4 1.4 1.5

73,506 75,494 78,933 79,613 81,610

1.2 1.3 1.3 1.3 1.4

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

288,811 303,060 313,494 329,211 348,620

1.5 1.5 1.6 1.7 1.8

204,576 213,365 222,306 233,938 248,024

1.5 1.6 1.6 1.7 1.8

84,235 89,695 91,188 95,273 100,596

1.4 1.5 1.5 1.6 1.7

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

365,210 388,844 410,182 439,130 464,418

1.9 2.0 2.1 2.2 2.4

261,483 278,465 296,334 317,963 338,892

1.9 2.0 2.2 2.3 2.5

103,727 110,379 113,848 121,167 125,526

1.7 1.9 1.9 2.0 2.1

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

501,947 539,805 568,827 614,507 744,014

2.6 2.8 2.9 3.1 3.8

366,213 395,599 413,872 446,558 541,681

2.7 2.9 3.0 3.3 4.0

135,734 144,206 154,955 167,949 202,333

2.3 2.4 2.6 2.8 3.4

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

768,500 721,387 679,399 629,198 587,487

3.9 3.7 3.5 3.2 3.0

562,284 524,457 480,629 434,517 403,201

4.1 3.8 3.5 3.2 3.0

206,216 196,930 198,770 194,681 184,286

3.5 3.3 3.3 3.3 3.1

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

704,454 756,572 728,166 665,728 3,699,310

3.6 3.9 3.7 3.4 18.9

486,250 542,594 528,542 485,700 2,258,860

3.6 4.0 3.9 3.6 16.6

218,204 213,978 199,624 180,028 1,440,450

3.7 3.6 3.4 3.0 24.2

Men


1,665.59

1,640.97



5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B7—Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, December 2014—Continued Sex and primary insurance amount (dollars)

Total



Number

Percent

Number

Percent

Number

Percent

19,406,928

100.0

14,520,661

100.0

4,886,267

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

773,184 356,472 364,998 383,318 370,819

4.0 1.8 1.9 2.0 1.9

610,319 294,168 300,655 310,479 301,670

4.2 2.0 2.1 2.1 2.1

162,865 62,304 64,343 72,839 69,149

3.3 1.3 1.3 1.5 1.4

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

366,686 394,122 552,495 607,801 757,913

1.9 2.0 2.8 3.1 3.9

297,131 315,795 430,431 467,872 588,148

2.0 2.2 3.0 3.2 4.1

69,555 78,327 122,064 139,929 169,765

1.4 1.6 2.5 2.9 3.5

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

878,021 861,830 829,579 792,351 763,644

4.5 4.4 4.3 4.1 3.9

690,568 674,024 642,024 608,370 582,286

4.8 4.6 4.4 4.2 4.0

187,453 187,806 187,555 183,981 181,358

3.8 3.8 3.8 3.8 3.7

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

736,049 713,904 676,401 645,396 614,166

3.8 3.7 3.5 3.3 3.2

555,703 534,868 504,209 477,016 451,459

3.8 3.7 3.5 3.3 3.1

180,346 179,036 172,192 168,380 162,707

3.7 3.7 3.5 3.4 3.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

578,506 547,556 511,036 479,381 444,456

3.0 2.8 2.6 2.5 2.3

424,510 398,947 370,968 346,863 320,504

2.9 2.7 2.6 2.4 2.2

153,996 148,609 140,068 132,518 123,952

3.2 3.0 2.9 2.7 2.5

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

409,587 381,270 350,489 327,529 320,099

2.1 2.0 1.8 1.7 1.6

293,415 272,230 248,735 230,571 220,854

2.0 1.9 1.7 1.6 1.5

116,172 109,040 101,754 96,958 99,245

2.4 2.2 2.1 2.0 2.0

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

289,268 253,476 229,384 209,559 193,332

1.5 1.3 1.2 1.1 1.0

199,342 174,868 158,012 144,825 133,330

1.4 1.2 1.1 1.0 0.9

89,926 78,608 71,372 64,734 60,002

1.8 1.6 1.5 1.3 1.2

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

234,876 246,713 213,843 173,304 574,115

1.2 1.3 1.1 0.9 3.0

161,825 175,380 150,210 119,743 338,334

1.1 1.2 1.0 0.8 2.3

73,051 71,333 63,633 53,561 235,781

1.5 1.5 1.3 1.1 4.8

Women


1,114.72



1,084.11

1,205.70

5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B8—Number and average monthly benefit with and without reduction for early retirement, by sex, December 1956–2014, selected years All retired workers

Men


Early retirees as a percentage of total


Women Without reduction for early retirement

Early retirees as a percentage of subtotal

Subtotal


Early retirees Without as a reduction for early percentage retirement of subtotal

Year

Total


1956 1960 1965 1970

5,112,430 8,061,469 11,100,584 13,349,175

115,029 949,204 3,519,198 6,066,880

4,997,401 7,112,265 7,581,386 7,282,295

2.2 11.8 31.7 45.4

3,572,271 5,216,668 6,825,078 7,688,460

... ... 1,435,912 2,758,060

3,572,271 5,216,668 5,389,166 4,930,400

... ... 21.0 35.9

1,540,159 2,844,801 4,275,506 5,660,715

115,029 949,204 2,083,286 3,308,820

1,425,130 1,895,597 2,192,220 2,351,895

7.5 33.4 48.7 58.5

1980 1985 1990

19,562,085 12,164,887 22,431,930 14,710,971 24,838,100 16,997,861

7,397,198 7,720,959 7,840,239

62.2 10,460,735 65.6 11,816,956 68.4 12,983,832

5,874,196 7,161,479 8,390,921

4,586,539 4,655,477 4,592,911

54.8 9,101,350 60.6 10,614,974 64.6 11,854,268

6,290,691 7,549,492 8,606,940

2,810,659 3,065,482 3,247,328

69.1 71.1 72.6

1995 1996 1997 1998 1999

26,672,806 26,898,072 27,274,572 27,510,535 27,774,677

18,731,443 19,113,994 19,601,286 19,810,871 20,035,120

7,941,363 7,784,078 7,673,286 7,699,664 7,739,557

70.2 71.1 71.9 72.0 72.1

13,913,531 14,010,875 14,116,818 14,200,826 14,321,468

9,353,996 9,532,310 9,745,315 9,828,931 9,935,547

4,559,535 4,478,565 4,371,503 4,371,895 4,385,921

67.2 68.0 69.0 69.2 69.4

12,759,275 9,377,447 12,887,197 9,581,684 13,157,754 9,855,971 13,309,709 9,981,940 13,453,209 10,099,573

3,381,828 3,305,513 3,301,783 3,327,769 3,353,636

73.5 74.4 74.9 75.0 75.1

2000 2001 2002 2003 2004

28,498,945 28,836,774 29,190,137 29,531,611 29,952,465

20,319,520 20,573,931 20,883,715 21,239,589 21,636,057

8,179,425 8,262,843 8,306,422 8,292,022 8,316,408

71.3 71.3 71.5 71.9 72.2

14,767,170 14,930,081 15,100,473 15,247,841 15,430,360

10,076,518 10,210,581 10,364,188 10,542,626 10,749,558

4,690,652 4,719,500 4,736,285 4,705,215 4,680,802

68.2 68.4 68.8 69.1 69.7

13,731,775 13,906,693 14,089,664 14,283,770 14,522,105

10,243,002 10,363,350 10,519,527 10,696,963 10,886,499

3,488,773 3,543,340 3,570,137 3,586,807 3,635,606

74.6 74.5 74.7 74.9 75.0

2005 2006 2007 2008 2009

30,460,836 30,976,143 31,527,728 32,273,651 33,514,013

22,129,099 22,597,344 23,078,917 23,775,246 24,748,391

8,331,737 8,378,799 8,448,811 8,498,405 8,765,622

72.6 73.0 73.2 73.7 73.8

15,650,611 15,869,182 16,111,553 16,455,822 17,067,434

10,981,621 11,196,443 11,413,127 11,708,571 12,182,366

4,668,990 4,672,739 4,698,426 4,747,251 4,885,068

70.2 70.6 70.8 71.2 71.4

14,810,225 15,106,961 15,416,175 15,817,829 16,466,579

11,147,478 11,400,901 11,665,790 12,066,675 12,566,025

3,662,747 3,706,060 3,750,385 3,751,154 3,880,554

75.3 75.5 75.7 76.3 76.4

2010 2011 2012 2013 2014

34,593,080 35,599,569 36,720,492 37,892,659 39,008,771

25,555,808 9,037,272 26,275,063 9,324,506 26,968,901 9,751,591 27,599,461 10,293,198 28,164,909 10,843,862

73.9 73.8 73.4 72.8 72.2

17,582,235 18,043,009 18,559,519 19,099,298 19,601,843

12,556,581 12,869,206 13,162,302 13,420,757 13,644,248

5,025,654 5,173,803 5,397,217 5,678,541 5,957,595

71.4 71.3 70.9 70.3 69.6

17,010,845 17,556,560 18,160,973 18,793,361 19,406,928

12,999,227 13,405,857 13,806,599 14,178,704 14,520,661

4,011,618 4,150,703 4,354,374 4,614,657 4,886,267

76.4 76.4 76.0 75.4 74.8

Subtotal

Number

(Continued)


5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B8—Number and average monthly benefit with and without reduction for early retirement, by sex, December 1956–2014, selected years—Continued All retired workers

Men


Early retirees as a percentage of total

Women Early retirees as a percentage of subtotal

Early retirees Without as a reduction for early percentage retirement of subtotal

Subtotal


... ... ... ...

51.20 59.70 70.10 101.20

48.20 55.80 64.50 93.80

51.40 61.60 75.40 111.70

... ... ... ...

419.60 627.50 803.60

... ... ...

296.80 412.10 518.60

274.60 372.00 466.40

346.50 511.00 656.80

... ... ...

735.40 763.10 786.60 802.40 829.30

963.70 997.80 1,025.10 1,044.50 1,075.30

... ... ... ... ...

621.20 643.70 662.50 675.90 697.50

563.80 593.90 626.10 639.50 661.00

780.40 788.00 771.30 785.40 807.50

... ... ... ... ...

951.10 984.60 1,007.80 1,038.70 1,076.10

867.20 900.70 925.20 957.50 995.40

1,131.10 1,166.00 1,188.50 1,220.60 1,261.50

... ... ... ... ...

729.90 756.20 774.10 797.60 826.10

691.20 717.60 735.80 759.50 788.00

843.40 869.20 886.90 911.30 940.10

... ... ... ... ...

... ... ... ... ...

1,129.50 1,177.50 1,215.70 1,299.10 1,311.70

1,047.40 1,094.10 1,131.20 1,209.80 1,221.40

1,322.70 1,377.20 1,421.10 1,519.50 1,536.80

... ... ... ... ...

867.30 904.60 935.20 1,000.70 1,011.40

828.20 864.40 894.00 955.60 964.70

986.40 1,028.50 1,063.30 1,145.80 1,162.50

... ... ... ... ...

... ... ... ... ...

1,323.10 1,381.38 1,417.05 1,451.27 1,488.07

1,231.10 1,283.24 1,311.91 1,338.17 1,366.30

1,552.70 1,625.49 1,673.46 1,718.59 1,766.94

... ... ... ... ...

1,022.90 1,071.53 1,102.77 1,133.83 1,167.49

974.80 1,019.81 1,047.12 1,073.35 1,101.75

1,178.90 1,238.59 1,279.19 1,319.66 1,362.83

... ... ... ... ...



Year

Total


1956 1960 1965 1970

63.10 74.00 83.90 118.10

48.20 55.80 70.60 103.60

63.40 76.50 90.10 130.20

... ... ... ...

68.20 81.90 92.60 130.50

... ... 79.40 115.30

68.20 81.90 96.10 139.10

1980 1985 1990

341.40 478.60 602.60

310.70 424.80 537.90

391.80 581.20 742.80

... ... ...

380.20 538.40 679.30

349.50 480.50 611.20

1995 1996 1997 1998 1999

719.80 745.00 765.00 779.70 804.30

649.50 678.30 705.90 720.30 744.40

885.60 908.70 915.90 932.50 959.20

... ... ... ... ...

810.20 838.10 860.50 876.90 904.60

2000 2001 2002 2003 2004

844.50 874.40 895.00 922.10 954.90

778.50 808.50 829.80 857.80 891.10

1,008.40 1,038.70 1,058.90 1,086.80 1,121.00

... ... ... ... ...

2005 2006 2007 2008 2009

1,002.00 1,044.40 1,078.60 1,152.90 1,164.30

936.90 978.20 1,011.30 1,080.80 1,091.10

1,174.80 1,222.90 1,262.30 1,354.60 1,371.10

2010 2011 2012 2013 2014

1,175.50 1,228.57 1,261.61 1,293.83 1,328.58

1,100.70 1,148.83 1,176.36 1,202.12 1,229.91

1,386.80 1,453.27 1,497.40 1,539.74 1,584.85

Subtotal




5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age, December 2014 Monthly benefit (dollars)

Total, 62 or older

62–64

65–69

70–74

75–79

80–84

85–89

90 or older

All retired workers Total Number (thousands) Percent

39,009 100.0

3,065 100.0

11,148 100.0

9,534 100.0

6,491 100.0

4,415 100.0

2,767 100.0

1,589 100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

2.3 0.8 0.8 0.9 0.9

3.8 1.4 1.4 1.4 1.4

2.5 0.9 0.9 0.9 0.9

2.2 0.8 0.8 0.8 0.8

2.3 0.8 0.8 0.8 0.8

2.2 0.7 0.8 0.8 0.9

1.8 0.6 0.7 0.7 0.9

1.4 0.6 0.8 0.8 1.1

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

1.1 1.6 2.0 2.4 2.8

1.5 3.2 3.7 3.8 3.9

1.0 1.6 1.9 2.2 2.5

0.9 1.3 1.6 1.9 2.4

1.0 1.5 1.8 2.4 3.1

1.4 1.6 2.1 2.9 3.3

1.3 1.6 2.1 2.7 2.5

1.3 1.5 1.9 2.1 2.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

3.0 3.2 3.2 3.1 3.0

4.5 4.7 4.6 4.4 3.9

3.1 3.4 3.5 3.4 3.2

2.9 3.2 3.2 2.9 2.8

3.1 3.0 2.9 2.8 2.8

2.8 2.7 2.7 2.7 2.7

2.4 2.4 2.4 2.4 2.5

2.1 2.2 2.3 2.3 2.5

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

2.9 2.9 2.9 2.9 3.0

3.4 3.3 3.1 3.0 2.9

3.1 3.0 2.9 2.9 2.8

2.8 2.8 2.7 2.7 2.6

2.8 2.7 2.7 2.8 2.8

2.7 2.8 2.9 3.1 3.3

2.6 2.8 3.0 3.4 3.7

2.8 3.2 3.6 4.3 5.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

3.1 3.1 3.3 3.4 3.3

2.8 2.7 2.6 2.5 2.4

2.7 2.7 2.5 2.5 2.5

2.6 2.6 2.5 2.5 2.5

2.9 2.9 3.0 3.5 3.8

3.4 3.7 4.7 6.0 5.8

4.2 4.9 6.7 6.7 4.7

6.3 6.2 5.1 4.3 3.8

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

3.3 3.5 3.3 3.1 3.0

2.6 3.7 3.5 3.1 2.6

2.6 3.2 3.2 3.1 2.9

2.9 3.4 3.4 3.4 3.3

4.2 4.2 3.8 3.4 3.2

4.6 3.3 2.6 2.5 2.6

3.4 3.1 2.9 2.9 2.9

3.5 3.4 3.4 3.0 2.7

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

2.7 2.3 2.0 1.7 1.5

2.2 1.8 1.5 1.1 0.7

2.7 2.5 2.2 1.9 1.6

3.0 2.7 2.1 1.8 1.8

2.8 2.3 2.1 2.0 1.8

2.4 2.1 1.8 1.5 1.3

2.5 2.1 1.8 1.4 1.0

2.4 1.8 1.4 1.2 1.0

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

1.5 1.4 1.2 1.1 6.7

0.4 0.2 0.1 0.1 0.1

1.6 1.7 1.6 1.4 8.6

2.1 1.9 1.7 1.5 10.4

1.6 1.4 1.2 1.0 5.0

1.0 0.8 0.7 0.6 3.6

0.8 0.7 0.6 0.5 3.7

0.8 0.7 0.6 0.5 3.6

1,328.58

1,085.78

1,351.36

1,416.21

1,330.88

1,278.61

1,295.59




5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age, December 2014—Continued Monthly benefit (dollars)

Total, 62 or older

62–64

65–69

70–74

75–79

80–84

85–89

90 or older

Men Total Number (thousands) Percent

19,602 100.0

1,462 100.0

5,738 100.0

4,943 100.0

3,343 100.0

2,223 100.0

1,285 100.0

608 100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

2.3 0.8 0.8 0.8 0.8

3.4 1.2 1.2 1.1 1.1

2.4 0.8 0.8 0.8 0.8

2.1 0.7 0.7 0.7 0.7

2.3 0.8 0.8 0.7 0.7

2.4 0.8 0.8 0.7 0.8

1.8 0.6 0.6 0.7 0.8

1.6 0.7 0.7 0.7 1.0

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

0.8 1.2 1.3 1.4 1.5

1.1 2.4 2.7 2.7 2.7

0.8 1.2 1.3 1.4 1.5

0.7 0.9 1.0 1.1 1.3

0.8 1.0 1.1 1.2 1.3

1.0 1.1 1.3 1.3 1.4

1.1 1.1 1.4 1.4 1.4

1.1 1.3 1.4 1.5 1.5

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

1.6 1.6 1.7 1.8 1.9

2.7 2.7 2.8 2.8 2.9

1.7 1.7 1.8 1.9 1.9

1.4 1.4 1.5 1.5 1.6

1.4 1.4 1.5 1.6 1.7

1.5 1.6 1.7 1.8 2.0

1.5 1.5 1.7 1.8 1.9

1.5 1.7 1.7 1.9 2.1

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

2.0 2.1 2.3 2.4 2.6

2.9 3.0 3.1 3.1 3.1

2.0 2.1 2.2 2.2 2.3

1.7 1.8 1.9 2.0 2.1

1.8 2.0 2.1 2.3 2.4

2.1 2.3 2.6 2.8 3.1

2.1 2.3 2.6 3.0 3.4

2.4 2.6 3.2 4.0 5.6

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

2.8 2.9 3.4 3.7 3.6

3.1 3.0 3.0 3.0 2.9

2.4 2.4 2.5 2.5 2.6

2.2 2.3 2.4 2.5 2.5

2.6 2.8 3.0 3.6 4.2

3.4 3.7 5.4 7.4 7.4

3.9 4.9 8.4 8.5 5.3

7.2 7.1 5.4 4.0 3.6

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

3.8 4.2 4.2 4.0 3.9

3.4 5.0 5.1 4.6 4.1

2.9 3.8 4.0 4.0 3.9

3.3 4.1 4.4 4.4 4.4

5.1 5.5 5.2 4.6 4.2

5.9 3.9 2.9 2.7 3.0

3.5 3.2 3.1 3.2 3.4

3.5 3.7 3.9 3.6 3.2

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

3.7 3.2 2.7 2.3 2.1

3.6 3.1 2.6 2.0 1.2

3.7 3.4 3.1 2.6 2.2

4.2 3.7 2.6 2.3 2.3

3.8 2.9 2.7 2.7 2.6

3.0 2.6 2.3 2.0 1.8

3.1 2.7 2.4 1.9 1.3

2.7 2.1 1.6 1.3 1.1

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

2.0 1.9 1.7 1.6 10.5

0.6 0.4 0.2 0.1 0.2

2.2 2.3 2.2 2.0 13.7

2.7 2.5 2.3 2.2 16.0

2.3 2.1 1.9 1.6 7.7

1.5 1.2 1.0 0.9 5.2

1.0 0.9 0.7 0.6 5.4

1.0 0.8 0.7 0.7 4.7

1,488.07

1,223.48

1,528.14

1,602.95

1,487.17

1,395.28

1,394.48




5.B OASDI Current-Pay Benefits: Retired Workers Table 5.B9—Number and percentage distribution, by sex, monthly benefit, and age, December 2014—Continued Monthly benefit (dollars)

Total, 62 or older

62–64

65–69

70–74

75–79

80–84

85–89

90 or older

Women Total Number (thousands) Percent

19,407 100.0

1,603 100.0

5,411 100.0

4,591 100.0

3,147 100.0

2,193 100.0

1,482 100.0

980 100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

2.4 0.8 0.9 1.0 1.1

4.1 1.5 1.5 1.6 1.7

2.5 0.9 1.0 1.0 1.1

2.2 0.8 0.8 0.9 0.9

2.3 0.8 0.8 0.8 0.9

2.1 0.7 0.8 0.8 1.0

1.8 0.7 0.7 0.8 1.0

1.2 0.6 0.8 0.9 1.1

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

1.4 2.1 2.7 3.4 4.0

1.9 4.0 4.6 4.8 5.1

1.2 2.1 2.5 3.0 3.5

1.1 1.8 2.2 2.8 3.6

1.3 2.0 2.5 3.6 5.0

1.7 2.1 2.9 4.4 5.2

1.5 1.9 2.8 3.8 3.5

1.4 1.7 2.2 2.4 2.4

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

4.5 4.7 4.7 4.3 4.0

6.1 6.5 6.3 5.9 4.8

4.6 5.1 5.3 5.0 4.5

4.6 5.0 5.0 4.4 4.2

5.0 4.6 4.4 4.1 3.9

4.2 3.8 3.8 3.6 3.5

3.2 3.2 3.1 3.0 3.0

2.4 2.6 2.6 2.6 2.8

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

3.8 3.7 3.5 3.4 3.4

3.8 3.5 3.1 2.9 2.7

4.2 3.9 3.7 3.5 3.3

4.0 3.8 3.6 3.4 3.3

3.8 3.6 3.4 3.3 3.3

3.4 3.3 3.2 3.3 3.4

3.0 3.2 3.4 3.7 4.1

3.1 3.5 3.9 4.5 5.2

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

3.3 3.3 3.1 3.2 2.9

2.5 2.4 2.2 2.0 1.8

3.1 2.9 2.6 2.5 2.3

3.1 2.9 2.7 2.6 2.5

3.1 3.1 3.0 3.3 3.3

3.5 3.6 4.0 4.6 4.2

4.5 4.9 5.2 5.2 4.2

5.8 5.6 4.9 4.6 3.8

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

2.7 2.7 2.4 2.2 2.0

1.9 2.4 2.1 1.6 1.3

2.3 2.5 2.3 2.1 1.9

2.6 2.6 2.4 2.2 2.0

3.2 2.9 2.4 2.2 2.1

3.3 2.7 2.3 2.2 2.2

3.3 3.0 2.8 2.6 2.4

3.4 3.3 3.1 2.7 2.5

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

1.7 1.5 1.3 1.1 1.0

1.0 0.7 0.5 0.3 0.2

1.6 1.4 1.3 1.1 1.0

1.8 1.6 1.4 1.3 1.3

1.9 1.6 1.4 1.3 1.1

1.9 1.5 1.2 1.0 0.8

2.0 1.5 1.2 1.0 0.7

2.2 1.6 1.4 1.1 0.9

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

0.9 0.8 0.7 0.6 2.8

0.1 0.1 0.1 0.0 0.0

1.0 1.1 0.9 0.8 3.2

1.4 1.2 1.0 0.8 4.4

0.9 0.7 0.6 0.5 2.1

0.6 0.5 0.4 0.4 1.9

0.6 0.5 0.4 0.4 2.2

0.7 0.6 0.5 0.4 2.9

1,167.49

960.17

1,163.91

1,215.14

1,164.86

1,160.33

1,209.89

1,263.39




5.C OASDI Current-Pay Benefits: Retired Workers and Dependents Table 5.C1—Number and percentage distribution, by primary insurance amount and type of benefit, December 2014 Retired workers

Wives and husbands

Children

Number

Percent

Number

Percent

Number

Percent

39,008,771

100.0

2,303,480

100.0

635,496

100.0

1,107,521 492,573 505,506 526,290 505,783

2.8 1.3 1.3 1.3 1.3

61,710 20,788 20,699 21,456 19,981

2.7 0.9 0.9 0.9 0.9

7,493 3,562 3,970 4,569 4,574

1.2 0.6 0.6 0.7 0.7

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

496,126 524,354 706,775 774,278 971,529

1.3 1.3 1.8 2.0 2.5

19,245 19,406 24,259 26,362 33,006

0.8 0.8 1.1 1.1 1.4

4,886 5,022 6,063 6,751 9,876

0.8 0.8 1.0 1.1 1.6

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

1,142,980 1,129,431 1,102,310 1,065,770 1,043,569

2.9 2.9 2.8 2.7 2.7

37,119 35,347 34,801 33,422 32,431

1.6 1.5 1.5 1.5 1.4

14,032 14,389 14,465 14,306 14,358

2.2 2.3 2.3 2.3 2.3

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

1,024,860 1,016,964 989,895 974,607 962,786

2.6 2.6 2.5 2.5 2.5

32,360 33,146 33,054 33,876 34,712

1.4 1.4 1.4 1.5 1.5

14,466 14,878 14,925 15,181 15,105

2.3 2.3 2.3 2.4 2.4

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

943,716 936,400 921,218 918,511 908,874

2.4 2.4 2.4 2.4 2.3

35,575 37,378 38,761 41,145 43,265

1.5 1.6 1.7 1.8 1.9

15,360 15,320 15,606 16,079 15,852

2.4 2.4 2.5 2.5 2.5

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

911,534 921,075 919,316 942,036 1,064,113

2.3 2.4 2.4 2.4 2.7

46,649 52,048 55,780 63,367 84,001

2.0 2.3 2.4 2.8 3.6

16,096 16,513 16,420 16,962 18,474

2.5 2.6 2.6 2.7 2.9

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

1,057,768 974,863 908,783 838,757 780,819

2.7 2.5 2.3 2.2 2.0

91,207 88,111 83,241 75,954 68,041

4.0 3.8 3.6 3.3 3.0

18,236 17,307 16,645 15,743 15,012

2.9 2.7 2.6 2.5 2.4

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

939,330 1,003,285 942,009 839,032 4,273,425

2.4 2.6 2.4 2.2 11.0

75,889 76,393 73,392 69,375 496,728

3.3 3.3 3.2 3.0 21.6

18,958 21,341 20,719 18,584 107,398

3.0 3.4 3.3 2.9 16.9

Primary insurance amount (dollars) Total Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90


1,391.53



1,652.85

1,575.35

5.C OASDI Current-Pay Benefits: Retired Workers and Dependents Table 5.C2—Average monthly benefit, by type of benefit and sex, December 1940–2014, selected years (in dollars) Retired workers

Wives

Children Entitled because of children

Husbands

Year

All

Men

Women

All

Entitled because of age

1940 1945 1946 1947 1948 1949

22.60 24.19 24.55 24.90 25.35 26.00

23.17 24.94 25.30 25.68 26.21 26.92

18.37 19.51 19.64 19.91 20.11 20.58

12.13 12.82 12.99 13.17 13.42 13.76

12.13 12.82 12.99 13.17 13.42 13.76

... ... ... ... ... ...

... ... ... ... ... ...

12.22 12.45 12.57 12.77 12.99 13.18

12.22 12.45 12.57 12.77 12.99 13.18

... ... ... ... ... ...

... ... ... ... ... ...

1950 1951 1952 1953 1954

43.86 42.14 49.25 51.10 59.14

45.67 44.44 52.16 54.46 63.34

35.05 33.03 39.17 40.66 47.05

23.60 22.75 26.01 27.08 31.81

23.79 23.16 26.48 27.53 32.36

12.85 14.33 16.33 17.97 21.11

20.01 19.49 22.31 23.10 26.61

17.05 13.37 14.67 15.79 18.53

17.05 13.37 14.67 15.79 18.53

... ... ... ... ...

... ... ... ... ...

1955 1956 1957 1958 1959

61.90 63.09 64.58 66.35 72.78

66.40 68.23 70.47 72.74 80.11

49.93 51.16 52.23 53.55 58.81

33.12 33.76 34.41 35.11 38.24

33.63 34.22 34.89 35.59 38.68

22.96 23.64 24.21 25.12 29.39

27.27 27.90 29.39 30.45 33.85

20.01 20.63 21.89 22.99 27.34

20.01 20.63 20.90 21.66 25.61

... ... 31.55 32.00 35.08

... ... ... ... ...

1960 1961 1962 1963 1964

74.04 75.65 76.19 76.88 77.57

81.87 83.13 83.79 84.69 85.58

59.67 62.00 62.61 63.42 64.28

38.74 39.47 39.64 39.95 40.24

39.19 40.09 40.35 40.66 40.95

30.15 29.45 29.55 29.94 30.16

34.72 36.61 37.05 37.64 38.18

28.25 27.52 27.39 27.85 28.13

26.38 25.56 25.44 25.76 25.86

35.70 36.22 36.35 36.84 37.34

... ... ... ... ...

1965 1966 1967 1968 1969

83.92 84.35 85.37 98.86 100.40

92.59 93.26 94.49 109.08 110.96

70.07 70.79 71.92 84.24 85.71

43.64 43.82 44.25 51.22 51.89

44.41 44.60 45.01 52.13 52.81

32.60 32.64 32.92 37.66 38.00

41.69 42.21 42.79 49.29 49.90

31.98 32.72 33.10 38.12 38.63

28.27 28.18 28.34 32.44 32.79

40.64 41.03 41.49 47.79 48.46

46.75 45.05 45.07 51.08 51.33

1970 1971 1972 1973 1974

118.10 132.17 162.35 166.40 188.20

130.53 146.13 179.44 182.60 206.56

101.22 113.60 140.11 145.80 165.47

61.20 68.36 84.11 84.80 95.77

62.41 69.82 86.07 86.80 98.08

43.23 47.07 56.10 56.80 64.24

58.47 65.25 79.97 80.80 90.90

44.85 49.36 59.90 61.10 69.63

37.72 41.08 49.44 50.30 57.10

56.79 62.57 75.91 77.00 86.61

59.46 65.93 80.13 82.70 94.21

1975 1976 1977 1978 1979

207.18 224.86 243.00 263.20 294.30

227.75 247.70 268.40 291.60 326.80

181.80 197.08 212.60 229.70 256.50

105.21 114.15 123.30 133.10 148.80

107.74 116.82 126.20 136.00 151.90

70.72 77.29 84.20 91.70 102.90

99.07 106.68 100.90 106.00 116.00

77.42 85.64 94.90 104.70 119.20

63.13 69.55 76.90 85.10 97.00

94.75 102.81 112.30 121.70 137.10

103.88 113.92 124.60 138.40 157.20

1980 1981 1982 1983 1984

341.40 386.00 419.30 440.80 460.60

380.20 431.10 469.60 495.00 517.80

296.80 334.50 362.20 379.60 396.50

172.50 195.40 213.60 226.50 237.20

176.00 199.20 216.90 229.50 240.30

120.40 138.20 148.80 151.30 156.70

132.10 145.90 156.00 160.90 165.80

140.00 161.40 165.00 175.80 185.50

114.30 131.10 145.90 163.20 170.60

159.80 182.20 198.40 210.10 220.80

184.00 210.60 179.70 153.50 149.90

1985 1986 1987 1988 1989

478.60 488.50 512.70 536.80 566.90

538.40 549.80 577.50 604.90 638.90

412.10 420.50 441.20 462.00 487.90

247.20 252.70 265.40 278.00 293.80

250.30 255.70 268.40 281.00 296.80

161.90 165.10 174.00 182.40 194.00

169.50 170.40 175.90 181.50 189.10

197.60 203.80 215.90 227.70 242.40

177.40 182.50 192.70 201.60 213.80

230.80 236.80 249.90 263.30 279.30

232.30 241.20 252.60 265.40 283.70

1990 1991 1992 1993 1994

602.60 629.30 652.60 674.10 697.30

679.30 709.30 735.50 759.30 785.20

518.60 541.60 561.80 580.70 610.30

312.30 326.10 337.90 348.80 360.50

315.40 329.20 341.00 351.80 363.60

208.10 219.40 229.30 238.70 248.60

198.20 203.30 208.20 212.10 216.40

259.40 272.70 285.20 296.80 309.30

228.50 240.60 252.30 263.10 275.00

298.30 312.90 326.00 338.00 351.10

300.90 306.70 322.20 333.40 349.60

1995 1996 1997 1998 1999

719.80 745.00 765.00 779.70 804.30

810.20 838.10 860.50 876.90 904.60

621.20 643.70 662.50 675.90 697.50

371.90 385.10 394.70 401.70 413.00

375.00 387.70 397.20 404.00 415.30

256.70 277.30 286.40 294.90 307.50

220.80 225.70 228.80 230.50 234.50

321.50 337.10 349.00 358.40 372.40

286.70 303.00 314.90 324.30 338.90

363.80 378.40 389.80 399.00 413.00

360.30 374.70 388.40 398.00 417.30

Disabled All Under age 18 adult children

Students

(Continued)


5.C OASDI Current-Pay Benefits: Retired Workers and Dependents Table 5.C2—Average monthly benefit, by type of benefit and sex, December 1940–2014, selected years (in dollars)—Continued Retired workers

Wives

Children Entitled because of children

Husbands

Year

All

Men

Women

All

Entitled because of age

2000 2001 2002 2003 2004

844.50 874.40 895.00 922.10 954.90

951.10 984.60 1,007.80 1,038.70 1,076.10

729.90 756.20 774.10 797.60 826.10

431.30 445.10 453.90 465.90 480.90

433.50 447.20 456.00 467.80 482.60

328.90 345.30 358.00 374.60 394.00

242.70 250.30 256.10 263.10 272.90

394.80 412.60 426.40 444.20 465.00

363.40 382.20 397.10 415.80 437.70

433.70 451.00 463.90 480.60 500.50

444.40 462.60 477.00 498.60 518.50

2005 2006 2007 2008 2009

1,002.00 1,044.40 1,078.60 1,152.90 1,164.30

1,129.50 1,177.50 1,215.70 1,299.10 1,311.70

867.30 904.60 935.20 1,000.70 1,011.40

502.50 521.40 535.60 573.20 579.30

504.10 522.90 537.00 574.70 580.70

419.20 440.20 456.70 492.30 500.90

286.20 298.30 308.50 334.50 347.80

493.00 518.10 538.00 567.50 570.40

465.60 489.90 509.60 548.10 556.80

528.40 554.40 573.50 586.60 581.10

553.30 580.00 603.30 643.40 648.10

2010 2011 2012 2013 2014

1,175.50 1,228.57 1,261.61 1,293.83 1,328.58

1,323.10 1,381.38 1,417.05 1,451.27 1,488.07

1,022.90 1,071.53 1,102.77 1,133.83 1,167.49

585.40 613.37 632.79 655.01 680.19

586.90 614.95 634.48 656.84 682.20

509.10 532.29 545.01 557.66 570.44

366.00 397.90 432.85 474.22 519.76

576.70 602.65 617.45 632.14 647.38

563.40 588.17 601.16 614.78 628.23

587.20 614.41 630.95 646.67 663.75

651.00 677.28 693.55 710.44 725.23



Disabled All Under age 18 adult children

Students

5.D OASDI Current-Pay Benefits: Disabled Workers Table 5.D1—Number, percentage, and average monthly benefit, by year of entitlement as disabled worker and sex, December 2014 All disabled workers



Men Average monthly benefit (dollars)

Women





8,954,518

100.0

...

1,165.39

4,627,675

100.0

...

1,290.20

4,326,843

100.0

...

1,031.91

2014 2013 2012 2011

327,351 550,085 674,122 732,660

3.7 6.1 7.5 8.2

3.7 9.8 17.3 25.5

1,332.90 1,277.18 1,254.11 1,256.75

183,653 297,028 353,601 381,781

4.0 6.4 7.6 8.2

4.0 10.4 18.0 26.3

1,474.06 1,419.85 1,399.66 1,403.46

143,698 253,057 320,521 350,879

3.3 5.8 7.4 8.1

3.3 9.2 16.6 24.7

1,152.49 1,109.71 1,093.53 1,097.11

2010 2009 2008 2007 2006

727,033 696,288 578,782 488,154 436,316

8.1 7.8 6.5 5.5 4.9

33.6 41.4 47.9 53.3 58.2

1,238.98 1,211.09 1,182.19 1,172.83 1,168.64

379,949 367,925 294,814 243,199 213,734

8.2 8.0 6.4 5.3 4.6

34.5 42.4 48.8 54.1 58.7

1,385.67 1,352.06 1,321.41 1,312.75 1,312.00

347,084 328,363 283,968 244,955 222,582

8.0 7.6 6.6 5.7 5.1

32.7 40.3 46.9 52.5 57.7

1,078.39 1,053.14 1,037.66 1,033.91 1,030.98

2005 2004 2003 2002 2001

403,743 386,569 364,146 335,378 291,006

4.5 4.3 4.1 3.7 3.2

62.7 67.0 71.1 74.8 78.1

1,166.93 1,170.78 1,164.95 1,141.21 1,104.81

196,093 187,054 176,131 162,314 140,839

4.2 4.0 3.8 3.5 3.0

62.9 67.0 70.8 74.3 77.3

1,312.36 1,312.69 1,301.84 1,267.44 1,217.01

207,650 199,515 188,015 173,064 150,167

4.8 4.6 4.3 4.0 3.5

62.5 67.1 71.4 75.4 78.9

1,029.60 1,037.73 1,036.72 1,022.82 999.58

2000 1999 1998 1997 1996

238,572 202,483 170,475 150,639 139,599

2.7 2.3 1.9 1.7 1.6

80.7 83.0 84.9 86.6 88.1

1,088.67 1,053.63 1,015.90 1,001.80 1,002.67

114,689 97,978 82,887 74,204 70,011

2.5 2.1 1.8 1.6 1.5

79.8 81.9 83.7 85.3 86.8

1,193.93 1,150.92 1,106.17 1,087.41 1,085.84

123,883 104,505 87,588 76,435 69,588

2.9 2.4 2.0 1.8 1.6

81.8 84.2 86.2 88.0 89.6

991.22 962.42 930.46 918.70 918.99

1995 1994 1993 1992 1991

129,873 122,004 115,872 111,606 103,619

1.5 1.4 1.3 1.2 1.2

89.6 91.0 92.3 93.5 94.7

1,010.55 1,003.95 975.46 961.99 951.31

65,717 62,555 61,386 61,560 58,655

1.4 1.4 1.3 1.3 1.3

88.2 89.6 90.9 92.3 93.5

1,095.41 1,082.30 1,049.62 1,029.11 1,010.30

64,156 59,449 54,486 50,046 44,964

1.5 1.4 1.3 1.2 1.0

91.1 92.4 93.7 94.8 95.9

923.64 921.50 891.90 879.43 874.36

1990 1989 1988 1987 1986

83,690 61,066 48,519 40,944 37,750

0.9 0.7 0.5 0.5 0.4

95.6 96.3 96.8 97.3 97.7

956.36 961.05 956.27 946.03 914.20

48,208 36,151 29,185 25,196 23,902

1.0 0.8 0.6 0.5 0.5

94.6 95.3 96.0 96.5 97.0

1,010.81 1,012.08 1,006.57 993.39 956.05

35,482 24,915 19,334 15,748 13,848

0.8 0.6 0.4 0.4 0.3

96.7 97.3 97.7 98.1 98.4

882.38 887.01 880.34 870.25 841.95

1985 1984 1983 1982 1981

33,797 29,499 24,022 19,564 16,396

0.4 0.3 0.3 0.2 0.2

98.1 98.4 98.7 98.9 99.1

894.25 879.58 880.16 882.66 914.68

21,809 19,349 16,206 13,184 11,033

0.5 0.4 0.4 0.3 0.2

97.5 97.9 98.3 98.6 98.8

931.13 917.53 915.06 920.36 952.94

11,988 10,150 7,816 6,380 5,363

0.3 0.2 0.2 0.1 0.1

98.7 98.9 99.1 99.2 99.4

827.17 807.24 807.81 804.75 835.97

1980 1979 1978 1977 1976 Before 1976

15,427 13,161 11,316 10,252 9,395 23,345

0.2 0.1 0.1 0.1 0.1 0.3

99.2 99.4 99.5 99.6 99.7 100.0

972.81 1,138.59 1,243.48 1,177.20 1,114.27 993.70

10,427 8,788 7,346 6,801 6,205 16,128

0.2 0.2 0.2 0.1 0.1 0.3

99.0 99.2 99.4 99.5 99.7 100.0

1,005.74 1,175.21 1,282.22 1,212.54 1,152.40 1,014.07

5,000 4,373 3,970 3,451 3,190 7,217

0.1 0.1 0.1 0.1 0.1 0.2

99.5 99.6 99.7 99.8 99.8 100.0

904.15 1,065.00 1,171.81 1,107.55 1,040.09 948.18

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because entitlements can be awarded retroactively, data for current and prior years are subject to revision with each annual update of this table. Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Represents those entitled in specified year or later. CONTACT: (410) 965-0090 or [email protected].


5.D OASDI Current-Pay Benefits: Disabled Workers Table 5.D2—Number and percentage distribution, by monthly benefit and sex, December 2014 Total

Men

Women

Number

Percent

Number

Percent

Number

Percent

8,954,518

100.0

4,627,675

100.0

4,326,843

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

134,988 92,140 107,155 127,456 132,483

1.5 1.0 1.2 1.4 1.5

47,201 32,561 37,660 45,833 46,576

1.0 0.7 0.8 1.0 1.0

87,787 59,579 69,495 81,623 85,907

2.0 1.4 1.6 1.9 2.0

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

140,694 154,899 204,132 238,109 351,603

1.6 1.7 2.3 2.7 3.9

49,872 56,739 78,383 93,732 134,508

1.1 1.2 1.7 2.0 2.9

90,822 98,160 125,749 144,377 217,095

2.1 2.3 2.9 3.3 5.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

463,335 463,286 453,648 432,704 411,612

5.2 5.2 5.1 4.8 4.6

178,271 184,865 189,680 188,773 186,463

3.9 4.0 4.1 4.1 4.0

285,064 278,421 263,968 243,931 225,149

6.6 6.4 6.1 5.6 5.2

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

391,575 370,908 348,098 324,880 304,721

4.4 4.1 3.9 3.6 3.4

184,571 181,182 175,843 169,766 163,703

4.0 3.9 3.8 3.7 3.5

207,004 189,726 172,255 155,114 141,018

4.8 4.4 4.0 3.6 3.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

281,268 262,657 241,233 222,563 204,623

3.1 2.9 2.7 2.5 2.3

156,545 150,594 142,152 135,200 127,139

3.4 3.3 3.1 2.9 2.7

124,723 112,063 99,081 87,363 77,484

2.9 2.6 2.3 2.0 1.8

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

188,536 174,170 158,523 146,048 140,960

2.1 1.9 1.8 1.6 1.6

120,169 113,380 104,790 98,084 96,092

2.6 2.5 2.3 2.1 2.1

68,367 60,790 53,733 47,964 44,868

1.6 1.4 1.2 1.1 1.0

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

128,928 116,256 105,609 97,551 91,777

1.4 1.3 1.2 1.1 1.0

89,056 81,521 74,851 69,403 65,922

1.9 1.8 1.6 1.5 1.4

39,872 34,735 30,758 28,148 25,855

0.9 0.8 0.7 0.7 0.6

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

107,896 118,844 103,125 84,896 330,629

1.2 1.3 1.2 0.9 3.7

78,071 87,478 77,760 65,083 268,203

1.7 1.9 1.7 1.4 5.8

29,825 31,366 25,365 19,813 62,426

0.7 0.7 0.6 0.5 1.4

Monthly benefit (dollars) All disabled workers


1,165.39



1,290.20

1,031.91

5.D OASDI Current-Pay Benefits: Disabled Workers Table 5.D3—Number and total monthly benefits, by sex, December 1957–2014, selected years All disabled workers

Men

Women

Year

Number


Number


Number


1957 1958 1959

149,850 237,719 334,443

10,904 19,516 29,765

121,172 189,883 264,201

8,903 16,138 24,417

28,678 47,836 70,242

2,001 3,378 5,348

1960 1965 1970 1975 1980

455,371 988,074 1,492,948 2,488,774 2,858,680

40,668 96,599 196,010 562,180 1,059,792

356,277 734,047 1,068,986 1,710,923 1,928,030

33,034 74,946 148,194 418,013 784,266

99,094 254,027 423,962 777,851 930,650

7,633 21,656 47,819 144,167 275,525

1985 1986 1987 1988 1989

2,656,638 2,728,463 2,785,859 2,830,284 2,895,364

1,285,375 1,331,144 1,415,811 1,498,637 1,609,780

1,784,750 1,826,835 1,857,172 1,876,878 1,906,379

953,156 985,003 1,044,647 1,101,675 1,176,403

871,888 901,628 928,687 953,406 988,985

332,219 346,141 371,165 396,962 433,376

1990 1991 1992 1993 1994

3,011,294 3,194,938 3,467,783 3,725,966 3,962,954

1,768,313 1,946,823 2,171,080 2,390,829 2,620,982

1,967,408 2,067,777 2,219,789 2,357,332 2,473,061

1,283,579 1,401,006 1,546,924 1,685,025 1,824,195

1,043,886 1,127,161 1,247,994 1,368,634 1,489,893

484,735 545,817 624,156 705,804 796,787

1995 1996 1997 1998 1999

4,185,263 4,385,623 4,508,134 4,698,319 4,879,455

2,853,365 3,087,223 3,252,919 3,444,259 3,679,691

2,568,359 2,644,454 2,666,486 2,737,296 2,801,163

1,956,168 2,083,123 2,158,017 2,252,129 2,371,141

1,616,904 1,741,169 1,841,648 1,961,023 2,078,292

897,197 1,004,100 1,094,902 1,192,130 1,308,550

2000 2001 2002 2003 2004

5,042,334 5,274,183 5,543,981 5,873,673 6,198,271

3,965,304 4,295,600 4,625,445 5,060,493 5,542,045

2,856,411 2,951,833 3,070,001 3,224,624 3,373,723

2,521,252 2,697,162 2,872,308 3,114,704 3,381,312

2,185,923 2,322,350 2,473,980 2,649,049 2,824,548

1,444,052 1,598,438 1,753,137 1,945,789 2,160,733

2005 2006 2007 2008 2009

6,518,989 6,806,918 7,098,723 7,426,691 7,788,013

6,114,705 6,655,048 7,127,082 7,895,536 8,288,762

3,517,259 3,643,121 3,773,912 3,924,524 4,100,400

3,697,352 3,998,054 4,249,072 4,672,826 4,877,052

3,001,730 3,163,797 3,324,811 3,502,167 3,687,613

2,417,352 2,656,994 2,878,010 3,222,710 3,411,709

2010 2011 2012 2013 2014

8,203,951 8,575,544 8,826,591 8,940,950 8,954,518

8,759,959 9,523,184 9,977,027 10,250,098 10,435,524

4,309,685 4,493,811 4,606,044 4,642,134 4,627,675

5,133,213 5,557,599 5,786,094 5,902,109 5,970,611

3,894,266 4,081,733 4,220,547 4,298,816 4,326,843

3,626,747 3,965,585 4,190,933 4,347,989 4,464,913



5.D OASDI Current-Pay Benefits: Disabled Workers Table 5.D4—Number, average age, and percentage distribution, by sex and age, December 1957–2014, selected years Percentage distribution

Year

Number (thousands)

1957 1958 1959

121 190 264

59.4 59.5 59.3

1960 1965 1970 1975 1980

356 734 1,069 1,711 1,928

1985 1986 1987 1988 1989

Average age Total, all ages

Under 30

30–39

40–44

45–49

50–54

55–59

60–FRA

100.0 100.0 100.0

... ... ...

... ... ...

... ... ...

... ... ...

18.5 18.2 19.0

29.9 29.7 30.7

51.6 52.1 50.3

57.3 54.4 53.9 53.5 52.9

100.0 100.0 100.0 100.0 100.0

0.5 1.0 3.3 4.6 4.1

3.3 7.5 6.8 7.5 9.6

3.0 7.6 6.9 6.2 6.0

4.9 10.4 10.9 9.7 8.9

16.6 15.4 15.2 15.8 14.3

26.7 24.7 23.2 23.2 24.0

44.9 33.3 33.7 33.0 33.1

1,785 1,827 1,857 1,869 1,906

51.9 51.4 51.1 50.9 50.7

100.0 100.0 100.0 100.0 100.0

4.6 4.9 4.8 4.7 4.5

12.3 13.3 13.8 14.3 14.7

7.3 7.9 8.5 9.0 9.6

8.6 8.9 9.4 9.8 10.3

12.9 12.7 12.5 12.7 12.7

21.4 20.7 20.1 19.6 19.4

32.9 31.5 30.8 29.9 28.8

1990 1991 1992 1993 1994

1,965 2,066 2,221 2,358 2,476

50.4 50.1 49.9 49.6 49.6

100.0 100.0 100.0 100.0 100.0

4.5 4.5 4.6 4.6 4.3

15.2 15.6 16.0 16.2 16.1

10.3 10.7 11.0 11.2 11.4

10.7 11.2 12.0 12.3 12.8

12.7 13.0 13.4 13.9 14.2

19.1 18.6 18.0 17.9 17.8

27.5 26.4 25.0 23.9 23.4

1995 1996 1997 1998 1999

2,573 2,650 2,671 2,741 2,802

49.7 49.9 50.2 50.5 50.6

100.0 100.0 100.0 100.0 100.0

4.0 3.6 3.3 3.1 2.9

15.5 14.8 13.9 13.3 12.6

11.5 11.6 11.6 11.6 11.6

13.4 13.7 13.6 13.7 13.8

14.5 15.0 15.7 16.1 16.7

18.0 18.3 18.9 19.4 19.7

23.2 22.9 23.0 22.9 22.9

2000 2001 2002 2003 2004

2,857 2,952 3,069 3,226 3,373

50.7 50.9 51.0 51.3 51.6

100.0 100.0 100.0 100.0 100.0

2.8 2.9 3.1 3.2 3.2

11.8 11.2 10.5 9.9 9.4

11.5 11.1 10.7 10.4 9.9

13.9 14.0 14.0 13.8 13.8

17.3 17.4 17.2 17.1 17.0

20.0 20.5 21.1 21.4 21.8

22.8 23.0 23.3 24.2 24.9

2005 2006 2007 2008 2009

3,517 3,643 3,774 3,925 4,100

51.9 52.2 52.5 52.7 52.8

100.0 100.0 100.0 100.0 100.0

3.2 3.1 3.1 3.1 3.1

8.9 8.5 8.2 8.1 8.1

9.4 8.9 8.3 7.9 7.5

13.5 13.2 12.8 12.4 12.2

17.0 17.0 17.0 17.1 17.2

22.4 22.4 21.9 21.7 21.8

25.7 27.0 28.6 29.8 30.1

2010 2011 2012 2013 2014

4,310 4,494 4,606 4,642 4,628

52.9 53.1 53.3 53.5 53.7

100.0 100.0 100.0 100.0 100.0

3.1 3.0 2.8 2.6 2.4

8.0 7.9 7.9 7.9 7.9

7.3 7.1 6.9 6.7 6.4

11.8 11.2 10.7 10.2 9.8

17.3 17.2 17.0 16.8 16.4

22.1 22.5 23.1 23.6 24.1

30.4 31.2 31.7 32.2 33.1

Men

(Continued)


5.D OASDI Current-Pay Benefits: Disabled Workers Table 5.D4—Number, average age, and percentage distribution, by sex and age, December 1957–2014, selected years—Continued Percentage distribution

Year

Number (thousands)

1957 1958 1959

29 48 70

57.9 58.2 58.4

100.0 100.0 100.0

... ... ...

1960 1965 1970 1975 1980

99 254 424 778 931

56.7 55.2 55.0 54.4 53.7

100.0 100.0 100.0 100.0 100.0

1985 1986 1987 1988 1989

872 902 929 952 989

52.6 52.0 51.7 51.4 51.1

1990 1991 1992 1993 1994

1,046 1,133 1,252 1,371 1,491

1995 1996 1997 1998 1999

Average age Total, all ages

Under 30

30–39

40–44

45–49

50–54

55–59

60–FRA

... ... ...

... ... ...

... ... ...

25.6 23.8 23.4

39.2 37.5 36.8

35.2 38.6 39.7

0.3 0.6 1.9 3.3 3.4

3.2 5.4 5.1 6.1 8.2

3.2 6.3 5.6 5.3 5.3

5.3 9.8 10.1 9.0 8.2

19.4 16.2 15.9 16.3 14.4

31.4 27.3 26.0 25.5 25.4

37.2 34.3 35.3 34.5 35.0

100.0 100.0 100.0 100.0 100.0

3.8 4.1 4.2 4.0 4.0

11.2 12.1 12.7 13.1 13.5

6.9 7.6 8.2 8.7 9.2

8.3 8.8 9.4 9.9 10.6

12.9 12.9 12.9 13.2 13.4

22.3 21.6 20.9 20.6 20.1

34.6 32.9 31.7 30.5 29.2

50.8 50.5 50.1 49.9 49.9

100.0 100.0 100.0 100.0 100.0

3.9 4.0 4.3 4.3 4.1

14.0 14.3 14.6 14.9 14.8

9.8 10.3 10.7 11.0 11.2

11.1 11.6 12.2 12.6 13.1

13.4 13.8 14.3 14.8 15.3

19.9 19.4 18.8 18.9 18.7

27.9 26.5 25.0 23.5 22.8

1,614 1,736 1,835 1,956 2,071

49.9 50.0 50.2 50.5 50.5

100.0 100.0 100.0 100.0 100.0

3.8 3.4 3.1 3.0 2.8

14.5 14.1 13.3 12.8 12.1

11.5 11.6 11.6 11.5 11.5

13.6 13.9 14.0 14.2 14.3

15.7 16.2 16.8 17.0 17.5

18.8 19.0 19.6 20.0 20.4

22.2 21.7 21.5 21.6 21.5

2000 2001 2002 2003 2004

2,179 2,313 2,467 2,642 2,819

50.7 50.8 50.9 51.2 51.5

100.0 100.0 100.0 100.0 100.0

2.7 2.7 2.7 3.0 3.0

11.5 11.1 10.6 10.1 9.7

11.3 11.1 10.8 10.4 10.0

14.5 14.4 14.4 14.2 14.1

17.9 18.0 17.8 17.7 17.6

20.7 21.1 21.5 21.5 21.8

21.5 21.6 22.1 23.1 23.8

2005 2006 2007 2008 2009

2,993 3,164 3,325 3,502 3,688

51.7 52.0 52.3 52.5 52.6

100.0 100.0 100.0 100.0 100.0

2.9 2.8 2.7 2.6 2.6

9.2 9.0 8.8 8.6 8.6

9.6 9.2 8.7 8.2 7.9

13.8 13.5 13.2 12.9 12.7

17.7 17.6 17.6 17.6 17.7

22.3 22.2 21.8 21.7 22.0

24.5 25.7 27.2 28.3 28.4

2010 2011 2012 2013 2014

3,894 4,082 4,221 4,299 4,327

52.7 52.9 53.1 53.4 53.6

100.0 100.0 100.0 100.0 100.0

2.6 2.4 2.2 2.0 1.9

8.5 8.3 8.2 8.0 7.8

7.7 7.6 7.4 7.2 7.0

12.3 11.7 11.2 10.7 10.2

17.8 17.7 17.5 17.4 17.1

22.3 22.8 23.3 23.8 24.2

28.7 29.5 30.1 30.7 31.8

Women

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1988 and 1990–2005 are based on a 10 percent sample. All other years are 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. FRA = full retirement age; . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


5.E OASDI Current-Pay Benefits: Disabled Workers and Dependents Table 5.E1—Number and percentage distribution, by primary insurance amount and type of benefit, December 2014 Disabled workers

Spouses

Children

Number

Percent

Number

Percent

Number

Percent

8,954,518

100.0

148,955

100.0

1,827,619

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

127,670 91,328 106,136 126,423 131,057

1.4 1.0 1.2 1.4 1.5

49 27 33 81 49

(L) (L) (L) 0.1 (L)

170 122 223 506 401

(L) (L) (L) (L) (L)

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

138,483 152,143 201,702 235,914 348,181

1.5 1.7 2.3 2.6 3.9

47 87 281 689 1,119

(L) 0.1 0.2 0.5 0.8

521 790 3,924 12,943 25,869

(L) (L) 0.2 0.7 1.4

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

461,795 462,574 453,504 432,201 410,584

5.2 5.2 5.1 4.8 4.6

3,134 4,011 4,675 5,023 5,132

2.1 2.7 3.1 3.4 3.4

107,803 132,100 132,351 124,114 114,063

5.9 7.2 7.2 6.8 6.2

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

390,668 371,849 348,193 325,823 305,274

4.4 4.2 3.9 3.6 3.4

5,419 5,466 5,299 5,101 4,969

3.6 3.7 3.6 3.4 3.3

107,682 101,955 94,425 86,765 79,604

5.9 5.6 5.2 4.7 4.4

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

282,156 263,721 241,777 224,010 206,168

3.2 2.9 2.7 2.5 2.3

4,831 4,756 4,550 4,308 4,029

3.2 3.2 3.1 2.9 2.7

71,756 65,531 58,983 52,890 47,306

3.9 3.6 3.2 2.9 2.6

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

189,804 175,636 159,824 147,488 141,927

2.1 2.0 1.8 1.6 1.6

3,989 3,827 3,754 3,674 3,801

2.7 2.6 2.5 2.5 2.6

42,057 37,731 33,367 29,345 27,578

2.3 2.1 1.8 1.6 1.5

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

130,660 116,788 106,798 98,369 92,181

1.5 1.3 1.2 1.1 1.0

3,663 3,549 3,356 3,323 3,268

2.5 2.4 2.3 2.2 2.2

24,832 21,483 19,319 17,752 16,728

1.4 1.2 1.1 1.0 0.9

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

107,993 120,338 105,100 86,210 336,068

1.2 1.3 1.2 1.0 3.8

4,036 4,947 4,675 4,221 21,707

2.7 3.3 3.1 2.8 14.6

19,268 21,355 18,159 14,771 61,077

1.1 1.2 1.0 0.8 3.3

Primary insurance amount (dollars) Total


1,169.61

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. (L) = Less than 0.05 percent. CONTACT: (410) 965-0090 or [email protected].


1,568.18

1,234.50

5.E OASDI Current-Pay Benefits: Disabled Workers and Dependents Table 5.E2—Average monthly benefit, by type of benefit, sex, and age, December 1957–2014, selected years (in dollars) Disabled workers

Spouses

Children

Year

All

Men

Women

Wives

Husbands

All

Under age 18


Students

1957 1958 1959 1960

72.80 82.10 89.00 89.30

73.50 85.00 92.40 92.70

69.80 70.60 76.10 77.00

... 34.00 36.10 34.40

... 33.90 34.70 34.70

... 27.30 31.00 30.20

... 27.30 30.80 30.00

... 38.50 39.40 39.00

... ... ... ...

1965 1970 1975 1980 1985

97.80 131.30 225.90 370.70 483.80

102.10 138.60 244.30 406.80 534.10

85.30 112.80 185.30 296.10 381.00

35.00 42.60 67.40 110.60 132.70

32.60 42.40 61.70 91.80 102.70

31.60 38.60 62.00 110.30 141.80

30.90 36.90 58.60 104.60 138.90

41.60 53.30 84.10 136.00 183.80

49.30 54.10 86.90 152.40 196.90

1990 1991 1992 1993 1994

587.20 609.40 626.10 641.70 661.40

652.40 677.50 696.90 714.80 731.60

464.40 484.20 500.10 515.70 534.80

151.30 154.60 156.40 157.50 161.00

96.90 101.70 106.00 108.60 112.60

163.80 167.90 170.20 173.10 177.70

158.80 162.70 165.10 167.70 172.20

231.40 240.90 246.80 253.30 261.50

250.00 253.20 262.00 265.90 273.80

1995 1996 1997 1998 1999

681.80 703.90 721.60 733.10 754.10

761.60 787.70 809.30 822.80 846.50

554.90 576.70 594.50 607.90 629.60

165.00 172.60 178.00 183.00 190.20

116.60 124.50 129.10 136.50 145.40

183.50 193.50 201.20 207.50 216.10

177.90 187.70 195.20 201.40 209.50

270.10 281.70 292.20 300.20 310.70

284.10 295.00 306.30 313.10 319.80

2000 2001 2002 2003 2004

786.40 814.50 834.30 861.60 894.10

882.70 913.70 935.60 965.90 1,002.20

660.60 688.30 708.60 734.50 765.00

199.50 208.20 213.70 222.70 232.90

155.90 164.50 168.50 176.90 186.10

227.60 237.90 245.00 253.90 264.90

220.80 230.70 237.40 245.90 256.90

325.60 339.90 349.10 360.90 376.10

336.00 343.50 350.10 359.10 367.80

2005 2006 2007 2008 2009

938.00 977.70 1,004.00 1,063.10 1,064.30

1,051.20 1,097.40 1,125.90 1,190.70 1,189.40

805.30 839.80 865.60 920.20 925.20

247.70 259.40 268.80 287.60 288.60

197.70 208.40 215.00 229.40 234.60

278.90 290.40 299.00 317.60 317.90

270.20 281.30 289.10 306.60 306.80

394.60 410.10 419.90 441.50 441.80

387.10 400.50 410.60 436.00 428.70

2010 2011 2012 2013 2014

1,067.80 1,110.50 1,130.34 1,146.42 1,165.39

1,191.10 1,236.72 1,256.20 1,271.42 1,290.20

931.30 971.54 992.98 1,011.44 1,031.91

288.40 300.46 305.74 309.34 315.53

241.70 257.27 266.55 282.69 298.73

318.40 330.18 336.12 341.38 349.01

306.80 317.89 323.19 328.05 335.04

443.00 459.34 465.60 471.85 480.12

432.20 448.32 457.16 465.34 476.71



5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F1—Number of wives and husbands and total monthly benefits, by type of benefit, December 1950–2014, selected years Wives entitled because of children Wives entitled solely because of age

Total

Year

Total monthly benefits (thousands Number of dollars)


With at least 1 child Subtotal

under age 16


a


With at least 1 disabled child b Total monthly benefits (thousands Number of dollars)

Husbands Total monthly benefits (thousands Number of dollars)

Wives and husbands of retired workers 1950 1955 1960

508,350 1,191,963 2,269,384

11,995 39,416 87,867

498,688 1,124,616 2,143,949

11,865 37,826 84,018

8,865 57,284 110,909

114 1,315 3,344

8,865 57,284 101,774

114 1,315 3,010

... ... 9,135

... ... 334

797 10,063 14,526

16 274 504

1965 1970 1975 1980

2,613,550 2,668,105 2,867,388 3,015,549

114,035 163,263 301,623 518,500

2,433,602 2,491,724 2,664,132 2,789,472

108,069 155,510 287,043 490,818

168,951 167,968 195,993 186,894

5,508 7,261 13,861 22,508

154,829 154,919 178,909 167,793

4,947 6,542 12,391 19,708

14,122 13,049 17,084 19,101

561 719 1,470 2,800

10,997 8,413 7,263 39,183

458 492 720 5,174

1985 1986 1987 1988 1989

3,069,067 3,086,091 3,089,968 3,086,022 3,093,075

755,844 776,870 817,058 854,644 905,281

2,926,300 2,948,854 2,959,301 2,959,856 2,971,440

732,464 754,026 794,258 831,659 881,836

107,166 102,549 96,928 93,577 89,839

17,347 16,933 16,865 17,071 17,431

84,074 79,471 74,141 71,585 68,857

12,762 12,304 12,078 12,266 12,571

23,092 23,078 22,787 21,992 20,982

4,585 4,629 4,788 4,805 4,859

35,601 34,688 33,739 32,589 31,796

6,033 5,911 5,935 5,914 6,014

1990 1991 1992 1993 1994

3,101,085 3,104,235 3,111,515 3,094,447 3,066,430

964,983 1,008,672 1,047,553 1,075,073 1,101,203

2,982,034 2,986,975 2,995,629 2,980,671 2,954,950

940,514 983,434 1,021,616 1,048,712 1,074,452

87,925 86,682 85,680 83,751 81,644

18,300 19,020 19,648 19,993 20,296

67,785 66,992 66,618 65,225 63,575

13,322 13,897 14,468 14,782 15,033

20,140 19,690 19,062 18,526 18,069

4,977 5,122 5,180 5,211 5,263

31,126 30,578 30,206 30,025 29,836

6,169 6,218 6,289 6,368 6,455

1995 1996 1997 1998 1999

3,026,012 2,970,226 2,922,170 2,864,230 2,811,008

1,120,924 1,139,092 1,148,558 1,145,353 1,155,479

2,917,764 2,872,316 2,828,261 2,773,583 2,722,244

1,094,203 1,113,470 1,123,381 1,120,553 1,130,413

78,507 68,310 64,123 60,634 58,229

20,155 18,942 18,363 17,883 17,905

61,132 52,384 49,372 46,649 45,002

14,932 13,874 13,540 13,205 13,333

17,375 15,926 14,751 13,985 13,227

5,223 5,068 4,823 4,678 4,572

29,741 29,600 29,786 30,013 30,535

6,567 6,680 6,814 6,917 7,161

2000 2001 2002 2003 2004

2,798,203 2,741,962 2,681,153 2,621,691 2,568,853

1,200,835 1,213,842 1,210,108 1,214,103 1,227,331

2,707,444 2,652,289 2,591,336 2,532,377 2,480,652

1,173,771 1,186,078 1,181,531 1,184,720 1,197,209

58,416 55,995 54,683 52,791 49,947

19,212 19,335 19,579 19,774 19,681

45,680 44,009 43,212 42,023 40,122

14,547 14,732 15,022 15,301 15,378

12,736 11,986 11,471 10,768 9,825

4,665 4,603 4,557 4,473 4,303

32,343 33,678 35,143 36,523 38,254

7,851 8,429 8,998 9,609 10,441

2005 2006 2007 2008 2009

2,526,459 2,478,599 2,432,082 2,370,611 2,343,601

1,260,857 1,282,860 1,292,620 1,347,716 1,345,643

2,439,582 2,391,928 2,345,674 2,282,698 2,250,741

1,229,775 1,250,678 1,259,718 1,311,855 1,307,001

46,766 44,597 42,159 40,884 41,443

19,602 19,632 19,252 20,129 20,758

37,543 35,847 34,025 33,079 33,632

15,315 15,344 15,131 15,847 16,379

9,223 8,750 8,134 7,805 7,811

4,287 4,287 4,122 4,282 4,378

40,111 42,074 44,249 47,029 51,417

11,479 12,550 13,649 15,732 17,885

2010 2011 2012 2013 2014

2,316,536 2,291,792 2,280,662 2,285,636 2,303,480

1,343,640 1,392,093 1,428,684 1,481,837 1,550,839

2,216,430 2,186,094 2,166,432 2,160,404 2,164,305

1,300,831 1,344,329 1,374,556 1,419,049 1,476,492

43,102 42,466 41,754 40,756 39,654

21,943 22,604 22,756 22,728 22,620

34,020 33,429 32,989 32,306 31,359

16,775 17,251 17,445 17,499 17,391

9,082 9,037 8,765 8,450 8,295

5,168 5,353 5,311 5,229 5,229

57,004 63,232 72,476 84,476 99,521

20,866 25,160 31,371 40,060 51,727 (Continued)


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F1—Number of wives and husbands and total monthly benefits, by type of benefit, December 1950–2014, selected years—Continued Wives entitled because of children Wives entitled solely because of age

Total

Year



With at least 1 child under age 16 a

Subtotal Total monthly benefits (thousands Number of dollars)


With at least 1 disabled child

b

Husbands



Wives and husbands of disabled workers 1958 1960

12,231 76,599

415 2,636

4,845 21,845

192 841

7,370 54,543

223 1,788

7,345 53,549

222 1,746

25 994

1 42

16 211

1 7

1965 1970 1975 1980

193,362 283,447 452,922 461,878

6,761 12,060 30,536 51,028

29,352 41,582 64,883 77,276

1,109 2,063 5,263 9,672

163,500 241,341 387,474 382,457

5,635 9,975 25,239 41,159

160,922 235,892 380,763 374,147

5,512 9,667 24,633 40,018

2,578 5,449 6,711 8,310

123 307 606 1,142

510 524 565 2,145

17 22 35 197

1985 1986 1987 1988 1989

305,532 300,826 290,888 280,821 271,488

40,507 39,481 39,195 38,878 39,148

79,294 78,925 73,484 70,654 67,154

12,693 12,766 12,808 12,924 12,974

224,704 220,426 211,222 203,788 197,946

27,656 26,566 25,854 25,402 25,590

215,012 210,515 201,280 194,068 188,562

26,055 24,952 24,194 23,746 23,916

9,692 9,911 9,942 9,720 9,384

1,602 1,614 1,661 1,656 1,674

1,534 1,475 6,182 6,379 6,388

158 149 532 552 584

1990 1991 1992 1993 1994

265,890 266,219 270,674 272,759 271,054

39,869 40,792 41,951 42,570 43,263

63,584 60,866 59,536 58,052 56,343

13,018 13,020 13,196 13,241 13,367

195,818 198,457 203,703 206,975 206,854

26,222 27,071 27,967 28,490 29,011

186,641 189,401 194,459 197,589 197,492

24,506 25,321 26,152 26,616 27,094

9,177 9,056 9,244 9,386 9,362

1,716 1,750 1,815 1,874 1,917

6,488 6,896 7,435 7,732 7,857

629 701 788 839 885

1995 1996 1997 1998 1999

263,539 223,854 206,959 189,843 176,299

43,105 38,366 36,585 34,530 33,336

53,882 51,779 51,265 50,759 50,165

13,300 13,251 13,251 13,197 13,314

201,827 166,586 150,647 134,584 121,906

28,892 24,432 22,683 20,718 19,407

192,573 158,106 142,717 127,083 114,842

26,962 22,597 20,928 19,032 17,781

9,254 8,480 7,930 7,501 7,064

1,929 1,834 1,755 1,686 1,626

7,830 5,489 5,047 4,500 4,228

913 683 651 614 615

2000 2001 2002 2003 2004

165,123 156,899 151,614 150,886 152,804

32,763 32,491 32,209 33,401 35,378

49,171 48,597 48,402 51,536 57,891

13,488 13,794 13,970 15,304 17,437

111,933 104,271 99,075 95,042 90,407

18,649 18,034 17,542 17,335 17,103

105,248 97,942 93,034 89,168 84,885

17,044 16,460 16,008 15,808 15,608

6,685 6,329 6,041 5,874 5,522

1,605 1,574 1,533 1,527 1,494

4,019 4,031 4,137 4,308 4,506

626 663 697 762 838

2005 2006 2007 2008 2009

153,800 153,470 152,802 154,230 158,122

37,865 39,563 40,791 44,030 45,306

63,069 67,445 71,212 76,035 79,969

19,930 21,934 23,591 26,501 27,759

86,029 81,122 76,415 72,668 72,083

17,006 16,607 16,087 16,261 16,124

80,644 75,917 71,372 67,851 67,252

15,482 15,069 14,554 14,696 14,558

5,385 5,205 5,043 4,817 4,831

1,523 1,538 1,533 1,565 1,566

4,702 4,903 5,175 5,527 6,070

930 1,022 1,113 1,268 1,424

2010 2011 2012 2013 2014

160,300 164,030 162,550 156,672 148,955

45,925 48,970 49,385 48,239 46,852

81,487 85,221 85,306 81,916 78,800

28,093 30,442 30,882 30,008 29,351

72,201 71,503 69,256 66,288 61,346

16,234 16,649 16,374 15,837 14,869

67,346 66,768 64,673 61,985 57,330

14,638 15,033 14,784 14,328 13,450

4,855 4,735 4,583 4,303 4,016

1,596 1,615 1,590 1,509 1,419

6,612 7,306 7,988 8,468 8,809

1,598 1,880 2,129 2,394 2,632

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least age 14 and who were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier. b. Excludes wives with both disabled and nondisabled children in their care. CONTACT: (410) 965-0090 or [email protected].


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F3—Percentage distribution of wives with entitlement based on age, by monthly benefit and age, December 2014 Monthly benefit (dollars)

Total, 62 or older

62–64

65–69

70–74

75–79

80–84

85 or older

2,243,105 100.0

185,856 100.0

691,498 100.0

530,222 100.0

403,938 100.0

270,857 100.0

160,734 100.0

Less than 150.00 150.00–174.90 175.00–199.90

4.8 1.3 1.3

12.9 2.6 2.6

4.9 1.4 1.4

4.3 1.4 1.3

3.8 1.2 1.1

3.1 0.9 0.9

2.5 0.8 0.7

200.00–224.90 225.00–249.90 250.00–274.90 275.00–299.90

1.3 1.4 1.7 1.8

2.6 2.6 3.2 3.6

1.4 1.4 1.7 1.9

1.3 1.4 1.6 1.7

1.1 1.3 1.5 1.5

0.9 1.2 1.3 1.4

0.8 1.1 1.2 1.3

300.00–324.90 325.00–349.90 350.00–374.90 375.00–399.90

1.9 1.9 1.9 1.9

3.4 3.2 3.0 2.8

1.9 1.9 1.9 1.8

1.8 1.9 1.9 1.9

1.7 1.8 1.9 1.8

1.5 1.6 1.7 1.7

1.6 1.5 1.6 1.6

400.00–424.90 425.00–449.90 450.00–474.90 475.00–499.90

1.9 1.9 2.0 2.0

2.7 2.6 2.6 2.5

1.8 1.7 1.8 1.7

1.9 1.9 1.9 2.0

1.8 1.9 2.0 2.1

1.7 1.9 2.1 2.2

1.7 1.9 2.1 2.2

500.00–524.90 525.00–549.90 550.00–574.90 575.00–599.90

2.1 2.2 2.3 2.6

2.3 2.3 2.3 2.3

1.7 1.7 1.7 1.8

2.0 2.1 2.2 2.3

2.2 2.4 2.5 2.8

2.3 2.6 2.9 3.4

2.5 2.9 3.6 5.2

600.00–624.90 625.00–649.90 650.00–674.90 675.00–699.90

2.8 3.4 4.1 4.1

2.3 2.2 2.1 2.1

1.8 1.9 1.9 2.0

2.5 2.8 3.1 3.3

3.0 3.9 5.5 6.3

3.9 6.0 8.5 8.3

6.3 7.4 7.6 5.4

700.00–724.90 725.00–749.90 750.00–774.90 775.00–799.90

4.0 3.8 3.5 3.3

2.6 3.3 3.4 3.3

2.5 2.9 3.0 3.1

3.9 4.2 4.2 4.2

6.2 5.3 4.0 3.1

6.0 3.8 2.7 2.4

3.6 3.1 2.8 2.8

800.00–824.90 825.00–849.90 850.00–874.90 875.00–899.90

3.1 2.9 2.6 2.3

3.1 2.9 2.7 2.4

3.1 3.0 2.8 2.4

4.1 3.7 2.8 2.2

2.8 2.4 2.2 2.1

2.1 2.1 2.2 2.2

2.7 2.8 3.0 2.7

2.0 1.8 1.6 1.5 15.0

2.0 1.2 0.6 0.4 1.1

2.0 1.9 1.7 1.6 27.1

2.0 1.8 1.7 1.6 15.3

1.9 1.9 1.8 1.5 9.5

2.0 1.8 1.7 1.7 7.3

2.5 2.3 1.9 1.3 5.2

671.32

487.82

738.57

682.34

652.08

645.97

648.91

Total Number Percent

900.00–924.90 925.00–949.90 950.00–974.90 975.00–999.90 1,000.00 or more Average benefit (dollars)



5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F4—Number of children and total monthly benefits, by type of benefit, December 1940–2014, selected years Total monthly benefits for children of— (thousands of dollars)

Number of children of— Year

All workers

Retired workers

Deceased workers Disabled workers

All workers

Retired workers


Total 1957 1960

1,502,077 2,000,451

179,697 268,168

1,322,380 1,576,802

... 155,481

57,951 93,276

3,932 7,576

54,019 81,003

... 4,697

1965 1970 1980 1990 1995

3,092,659 4,122,305 4,606,517 3,187,010 3,734,097

460,781 545,708 638,711 422,200 441,600

2,074,263 2,687,997 2,609,920 1,776,013 1,883,643

557,615 888,600 1,357,886 988,797 1,408,854

159,428 279,845 864,242 991,628 1,283,288

14,736 24,473 89,386 109,497 141,974

127,067 221,041 625,090 720,206 882,837

17,627 34,330 149,766 161,926 258,477

2000 2001 2002 2003 2004

3,802,863 3,839,381 3,910,256 3,960,909 3,986,319

458,951 467,064 476,684 480,033 482,894

1,878,007 1,890,156 1,907,899 1,909,983 1,904,631

1,465,905 1,482,161 1,525,673 1,570,893 1,598,794

1,547,808 1,624,285 1,692,471 1,763,910 1,838,926

181,177 192,727 203,265 213,230 224,538

1,033,055 1,078,886 1,115,415 1,151,907 1,190,871

333,575 352,672 373,791 398,773 423,518

2005 2006 2007 2008 2009

4,024,815 4,040,530 4,050,691 4,131,594 4,230,578

488,425 489,940 494,296 525,197 561,451

1,903,477 1,898,862 1,891,706 1,914,524 1,921,148

1,632,913 1,651,728 1,664,689 1,691,873 1,747,979

1,945,508 2,031,723 2,095,892 2,262,489 2,311,770

240,777 253,820 265,936 298,072 320,237

1,249,328 1,298,187 1,332,248 1,427,099 1,435,847

455,402 479,716 497,708 537,318 555,686

2010 2011 2012 2013 2014

4,312,554 4,375,451 4,419,404 4,412,620 4,355,214

579,859 594,355 612,256 625,339 635,496

1,912,789 1,907,336 1,907,096 1,898,904 1,892,099

1,819,906 1,873,760 1,900,052 1,888,377 1,827,619

2,351,759 2,470,586 2,540,605 2,585,288 2,621,075

334,405 358,189 378,036 395,300 411,405

1,437,963 1,493,713 1,523,923 1,545,335 1,571,821

579,391 618,685 638,646 644,653 637,848

Children under age 18 1940 1950 1960

54,648 699,703 1,896,397

6,410 46,241 214,343

48,238 653,462 1,529,535

... ... 152,519

668 19,366 88,682

62 788 5,654

606 18,578 78,446

... ... 4,582

1965 1970 1980 1990 1995

2,688,592 3,314,578 3,423,081 2,497,252 2,956,482

339,507 354,373 354,797 236,051 241,756

1,816,888 2,161,094 1,883,438 1,333,690 1,386,111

532,197 799,111 1,184,846 927,511 1,328,615

135,432 215,366 607,574 739,787 943,028

9,598 13,367 40,548 53,944 69,312

109,392 172,499 443,097 538,546 637,326

16,442 29,500 123,930 147,296 236,390

2000 2001 2002 2003 2004

2,976,406 2,993,852 3,043,029 3,080,308 3,104,055

255,908 262,509 270,231 273,646 277,195

1,346,091 1,345,986 1,350,533 1,345,029 1,338,920

1,374,407 1,385,357 1,422,265 1,461,633 1,487,940

1,120,977 1,172,169 1,218,610 1,268,682 1,325,370

92,987 100,320 107,298 113,784 121,320

724,567 752,216 773,661 795,476 821,844

303,423 319,633 337,652 359,422 382,206

2005 2006 2007 2008 2009

3,129,506 3,133,398 3,119,523 3,118,230 3,158,138

281,634 282,281 281,848 285,944 301,132

1,331,531 1,320,862 1,302,665 1,280,182 1,258,817

1,516,341 1,530,255 1,535,010 1,552,104 1,598,189

1,399,043 1,455,066 1,487,902 1,576,703 1,592,358

131,142 138,296 143,616 156,733 167,672

858,135 886,393 900,537 944,058 934,400

409,766 430,377 443,748 475,912 490,286

2010 2011 2012 2013 2014

3,208,791 3,245,279 3,258,426 3,236,746 3,166,362

309,512 314,970 321,534 325,846 327,665

1,239,083 1,224,280 1,213,164 1,200,282 1,188,333

1,660,196 1,706,029 1,723,728 1,710,618 1,650,364

1,609,289 1,680,127 1,711,882 1,728,766 1,734,880

174,383 185,255 193,294 200,324 205,850

925,590 952,543 961,500 967,270 976,089

509,316 542,328 557,088 561,172 552,941 (Continued)


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F4—Number of children and total monthly benefits, by type of benefit, December 1940–2014, selected years—Continued Total monthly benefits for children of— (thousands of dollars)

Number of children of— Year

All workers

Retired workers


All workers

Retired workers


Disabled adult children 1957 1960

28,869 104,054

16,686 53,825

12,183 47,267

... 2,962

1,115 4,594

526 1,922

589 2,557

... 115

1965 1970 1980 1990 1995

198,390 270,557 450,169 600,480 686,101

87,122 101,341 140,548 173,941 188,965

102,287 154,921 276,738 389,385 446,377

8,981 14,295 32,883 37,154 50,759

10,271 19,807 89,561 217,201 300,007

3,541 5,755 22,463 51,879 68,743

6,357 13,290 62,625 156,725 217,553

374 761 4,473 8,597 13,711

2000 2001 2002 2003 2004

728,689 736,546 744,529 752,814 759,264

191,584 191,809 192,085 191,704 191,285

480,351 486,817 492,985 498,659 503,242

56,754 57,920 59,459 62,451 64,737

377,647 395,952 409,813 426,877 446,134

83,098 86,510 89,114 92,125 95,744

276,072 289,757 299,946 312,212 326,042

18,478 19,684 20,754 22,540 24,349

2005 2006 2007 2008 2009

768,535 776,596 794,677 871,466 920,883

191,979 192,122 196,038 221,943 241,042

507,961 512,596 521,293 564,735 589,575

68,595 71,878 77,346 84,788 90,266

473,620 498,891 524,763 594,115 622,827

101,440 106,512 112,420 130,201 140,072

345,113 362,902 379,869 426,482 442,872

27,067 29,477 32,474 37,432 39,882

2010 2011 2012 2013 2014

949,200 977,026 1,006,676 1,030,166 1,048,879

250,262 259,073 269,799 279,053 287,762

601,420 612,686 624,472 633,891 641,497

97,518 105,267 112,405 117,222 119,620

644,297 689,622 725,285 756,839 787,838

146,946 159,176 170,231 180,455 191,001

454,155 482,092 502,718 521,073 539,405

43,196 48,353 52,336 55,311 57,432

Students 1965 1970 1980 1990 1995

205,677 537,170 733,267 89,278 91,514

34,152 89,994 143,366 12,208 10,879

155,088 371,982 449,744 52,938 51,155

16,437 75,194 140,157 24,132 29,480

13,725 44,672 167,107 34,641 40,253

1,597 5,351 26,375 3,673 3,919

11,318 35,252 119,368 24,935 27,958

811 4,069 21,363 6,033 8,376

2000 2001 2002 2003 2004

97,768 108,983 122,698 127,787 123,000

11,459 12,746 14,368 14,683 14,414

51,565 57,353 64,381 66,295 62,469

34,744 38,884 43,949 46,809 46,117

49,184 56,164 64,048 68,351 67,422

5,092 5,897 6,854 7,321 7,474

32,417 36,912 41,808 44,218 42,985

11,674 13,356 15,386 16,811 16,963

2005 2006 2007 2008 2009

126,774 130,536 136,491 141,898 151,557

14,812 15,537 16,410 17,310 19,277

63,985 65,404 67,748 69,607 72,756

47,977 49,595 52,333 54,981 59,524

72,845 77,766 83,228 91,670 96,585

8,196 9,012 9,900 11,138 12,493

46,080 48,892 51,842 56,559 58,575

18,570 19,862 21,486 23,973 25,517

2010 2011 2012 2013 2014

154,563 153,146 154,302 145,708 139,973

20,085 20,312 20,923 20,440 20,069

72,286 70,370 69,460 64,731 62,269

62,192 62,464 63,919 60,537 57,635

98,173 100,838 103,437 99,683 98,356

13,076 13,757 14,511 14,521 14,555

58,217 59,077 59,705 56,992 56,326

26,879 28,004 29,221 28,170 27,475

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F6—Average monthly benefit for survivors, by type of benefit, December 1940–2014, selected years (in dollars) Nondisabled

Children

Year


Widows

Widowers

Parents

1940 1941 1942 1943 1944 1945

19.61 19.50 19.57 19.72 19.80 19.83

20.28 20.22 20.15 20.15 20.17 20.19

... ... ... ... ... ...

13.09 12.97 13.05 13.11 13.08 13.06

12.22 12.19 12.24 12.31 12.38 12.45

12.22 12.19 12.24 12.31 12.38 12.45

1950 1951 1952 1953 1954

34.24 33.24 36.13 37.49 44.52

36.54 36.04 40.67 40.88 46.28

37.23 30.03 33.09 34.08 39.27

36.69 36.68 41.33 41.96 47.44

28.43 28.05 31.30 32.28 37.01

1955 1956 1957 1958 1959

45.91 47.35 49.05 50.53 57.37

48.70 50.14 51.09 51.91 56.73

46.51 47.11 47.77 48.84 53.28

49.93 50.78 51.87 52.83 58.86

1960 1961 1962 1963 1964

59.29 59.38 59.38 59.43 59.40

57.69 64.92 65.88 66.85 67.85

53.81 61.66 62.12 63.17 63.49

1965 1966 1967 1968 1969

65.46 65.59 65.86 74.93 75.06

73.75 74.11 74.99 86.54 87.48

1970 1971 1972 1973 1974

86.51 95.61 115.45 118.20 134.20

1975 1976 1977 1978 1979

Disabled

Disabled adult Total Under age 18 children

Students

Widows

Widowers

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

28.43 28.05 31.30 32.28 37.01

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

38.12 39.36 40.85 42.10 47.48

38.12 39.36 40.78 41.98 47.34

... ... 48.38 49.63 52.89

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

60.31 67.15 68.18 69.11 70.05

51.37 52.74 53.57 54.33 54.99

51.29 52.64 53.47 54.23 54.87

54.10 55.50 55.99 56.58 57.27

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

69.68 70.52 71.22 82.14 83.08

76.03 76.52 77.23 88.21 88.96

61.26 61.84 62.57 70.85 71.10

60.21 60.37 60.99 68.90 69.11

62.14 62.67 63.37 73.11 73.77

72.98 71.71 72.33 81.76 81.93

... ... ... 72.27 71.02

... ... ... 72.40 66.50

102.02 113.57 138.19 157.40 177.30

96.50 106.13 127.98 146.70 164.30

103.21 114.26 138.95 140.60 157.50

82.23 90.94 110.36 111.70 126.48

79.82 88.12 106.87 108.20 122.52

85.79 95.03 115.25 116.20 130.33

94.77 104.80 126.63 128.50 144.79

81.99 90.11 109.50 111.20 125.90

73.10 83.10 98.80 101.70 118.60

147.25 159.77 173.80 190.40 212.60

193.92 208.99 224.30 241.40 269.80

178.27 191.78 177.10 186.10 209.00

171.86 185.07 198.30 214.00 238.70

139.40 151.94 a 165.70 182.20 205.60

135.00 147.49 a 161.50 178.30 201.70

142.26 152.88 a 163.60 176.20 195.90

157.81 169.80 a 183.10 200.80 226.60

137.70 147.00 156.20 165.70 180.80

128.10 133.80 131.60 129.70 133.40

1980 1981 1982 1983 1984

246.20 276.70 302.80 308.70 321.50

311.50 349.80 379.30 397.10 416.10

239.40 266.80 285.60 295.70 306.80

276.00 310.40 335.40 349.80 363.90

239.50 270.90 285.40 298.00 314.30

235.30 265.70 291.50 307.20 320.70

226.40 254.00 279.90 289.00 302.60

265.40 301.70 260.70 233.40 257.20

205.40 227.20 242.80 251.10 307.70

145.70 158.80 165.50 166.20 190.70

1985 1986 1987 1988 1989

332.50 338.30 352.70 367.90 387.60

434.00 444.90 468.90 493.40 522.60

317.80 324.80 340.60 359.50 382.00

378.20 386.30 407.30 428.40 453.50

330.50 336.80 352.40 367.60 384.90

332.60 338.70 353.90 368.00 384.30

315.50 323.10 340.00 357.40 378.10

360.80 375.70 400.10 424.70 447.90

316.60 321.30 335.60 350.00 368.90

191.80 195.50 202.30 211.30 223.60

1990 1991 1992 1993 1994

409.10 424.10 437.70 448.40 464.40

557.40 584.50 608.70 631.70 656.60

408.40 428.00 443.60 461.50 481.40

482.20 506.10 526.40 547.20 569.50

405.50 420.10 432.30 443.10 456.20

403.80 417.00 427.60 437.00 448.70

402.50 421.50 438.30 453.70 470.80

471.00 486.20 504.10 515.00 532.20

391.30 409.40 425.30 436.90 449.20

238.40 260.60 273.30 286.20 299.90

1995 1996 1997 1998 1999

477.90 514.90 532.00 545.10 565.70

681.20 708.30 732.50 750.30 776.10

500.20 520.70 534.50 549.10 572.40

590.80 613.50 635.70 651.10 673.90

468.70 487.20 500.00 509.60 526.30

459.80 478.20 490.10 498.90 515.00

487.40 506.10 521.30 532.80 550.40

546.50 560.80 569.60 579.90 595.80

461.50 474.30 483.90 491.00 503.90

307.60 318.00 326.90 332.90 340.30 (Continued)


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F6—Average monthly benefit for survivors, by type of benefit, December 1940–2014, selected years (in dollars)—Continued Nondisabled

Children

Year


Widows

Widowers

Parents

2000 2001 2002 2003 2004

595.00 620.80 640.20 663.70 689.40

811.80 842.50 862.80 889.50 921.90

606.90 636.80 662.80 697.70 736.00

703.90 728.60 752.70 779.20 809.70

550.10 570.80 584.60 603.10 625.30

538.30 558.90 572.90 591.40 613.80

2005 2006 2007 2008 2009

724.50 756.60 781.80 834.90 841.60

968.40 1,009.80 1,042.60 1,114.70 1,125.90

785.30 829.10 864.50 937.90 961.50

850.60 892.20 918.00 978.90 987.80

656.30 683.70 704.30 745.40 747.40

2010 2011 2012 2013 2014

848.90 883.54 900.32 917.69 934.90

1,136.40 1,187.53 1,218.45 1,247.51 1,279.52

977.90 1,027.72 1,057.42 1,084.19 1,114.36

998.20 1,044.74 1,072.76 1,094.20 1,120.76

751.80 783.14 799.08 813.80 830.73

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: . . . = not applicable. a. Estimated. CONTACT: (410) 965-0090 or [email protected].


Disabled

Disabled adult Total Under age 18 children

Students

Widows

Widowers

574.70 595.20 608.40 626.10 647.90

628.70 643.60 649.40 667.00 688.10

523.80 541.20 553.00 569.10 588.50

361.70 374.80 384.70 400.80 416.60

644.50 671.10 691.30 737.40 742.30

679.40 708.00 728.70 755.20 751.20

720.20 747.50 765.20 812.50 805.10

615.50 637.40 652.70 691.80 691.50

441.50 455.00 468.80 498.00 497.30

747.00 778.04 792.56 805.87 821.39

755.10 786.85 805.03 822.02 840.85

805.40 839.52 859.56 880.44 904.56

690.90 714.29 723.14 729.33 737.33

498.70 515.31 521.97 526.48 535.69

5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F7—Number and percentage distribution of survivors, by primary insurance amount and type of benefit, December 2014 Primary insurance amount (dollars) Total


Nondisabled widow(er)s

Parents

Disabled widow(er)s

Children

Number

Percent

Number

Percent

Number

Percent

Number

Percent

Number

Percent

142,509

100.0

3,834,531

100.0

1,309

100.0

257,871

100.0

1,892,099

100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

1,223 683 763 909 930

0.9 0.5 0.5 0.6 0.7

31,363 12,268 13,184 29,263 18,585

0.8 0.3 0.3 0.8 0.5

2 2 2 4 7

0.2 0.2 0.2 0.3 0.5

1,534 916 1,021 1,341 1,408

0.6 0.4 0.4 0.5 0.5

37,374 20,242 21,025 37,241 26,188

2.0 1.1 1.1 2.0 1.4

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

951 1,069 1,301 1,425 2,389

0.7 0.8 0.9 1.0 1.7

19,183 24,410 37,362 46,095 50,993

0.5 0.6 1.0 1.2 1.3

2 4 11 20 31

0.2 0.3 0.8 1.5 2.4

1,430 1,649 2,020 2,352 3,736

0.6 0.6 0.8 0.9 1.4

26,954 28,912 35,339 41,833 58,594

1.4 1.5 1.9 2.2 3.1

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

3,726 3,954 4,200 4,170 4,457

2.6 2.8 2.9 2.9 3.1

54,079 58,066 61,960 60,989 64,241

1.4 1.5 1.6 1.6 1.7

43 53 47 60 54

3.3 4.0 3.6 4.6 4.1

5,460 5,911 6,226 6,672 7,127

2.1 2.3 2.4 2.6 2.8

78,900 79,603 78,700 74,200 72,992

4.2 4.2 4.2 3.9 3.9

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

4,662 4,857 5,001 5,168 4,977

3.3 3.4 3.5 3.6 3.5

70,774 79,101 84,100 94,125 101,438

1.8 2.1 2.2 2.5 2.6

50 50 52 52 50

3.8 3.8 4.0 4.0 3.8

7,502 7,739 8,224 8,504 8,891

2.9 3.0 3.2 3.3 3.4

73,021 72,137 70,972 69,154 66,022

3.9 3.8 3.8 3.7 3.5

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

4,980 5,170 4,771 4,595 4,394

3.5 3.6 3.3 3.2 3.1

102,338 119,105 119,861 131,747 136,114

2.7 3.1 3.1 3.4 3.5

52 33 39 46 30

4.0 2.5 3.0 3.5 2.3

8,927 9,017 8,783 9,042 8,783

3.5 3.5 3.4 3.5 3.4

61,415 60,984 55,771 54,497 50,566

3.2 3.2 2.9 2.9 2.7

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

4,198 4,028 3,749 3,490 3,352

2.9 2.8 2.6 2.4 2.4

161,539 175,863 184,029 194,197 216,337

4.2 4.6 4.8 5.1 5.6

41 37 31 32 39

3.1 2.8 2.4 2.4 3.0

8,775 8,287 8,334 7,957 7,822

3.4 3.2 3.2 3.1 3.0

49,888 47,148 43,494 40,632 39,831

2.6 2.5 2.3 2.1 2.1

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

3,075 3,019 2,686 2,474 2,414

2.2 2.1 1.9 1.7 1.7

200,079 154,129 124,431 102,842 85,014

5.2 4.0 3.2 2.7 2.2

24 31 28 22 21

1.8 2.4 2.1 1.7 1.6

7,381 6,810 6,186 5,954 5,753

2.9 2.6 2.4 2.3 2.2

35,259 29,539 25,449 21,922 19,939

1.9 1.6 1.3 1.2 1.1

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

3,056 3,623 3,093 2,816 16,711

2.1 2.5 2.2 2.0 11.7

88,235 85,548 77,430 67,996 296,118

2.3 2.2 2.0 1.8 7.7

26 22 23 18 118

2.0 1.7 1.8 1.4 9.0

7,094 7,768 7,150 6,017 22,368

2.8 3.0 2.8 2.3 8.7

22,541 24,542 22,178 18,609 98,492

1.2 1.3 1.2 1.0 5.2



5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F8—Number of widow(er)s and total monthly benefits, by type of benefit, December 1950–2014 Nondisabled— Total

Widows

Widowers

Disabled widow(er)s

Year

Number


Number


Number


Number


1950 1951 1952 1953 1954

314,189 384,265 454,563 540,653 638,091

11,481 13,849 18,482 22,096 29,526

314,126 384,011 454,064 539,854 637,012

11,479 13,841 18,466 22,069 29,483

63 254 499 799 1,079

2 8 17 27 42

... ... ... ... ...

... ... ... ... ...

1955 1956 1957 1958 1959

701,360 913,069 1,095,137 1,232,583 1,393,587

34,152 45,780 55,944 63,977 79,047

700,294 911,841 1,093,645 1,230,953 1,391,686

34,103 45,722 55,872 63,897 78,946

1,066 1,228 1,492 1,630 1,901

50 58 71 80 101

... ... ... ... ...

... ... ... ... ...

1960 1961 1962 1963 1964

1,543,843 1,697,308 1,859,191 2,010,769 2,158,912

89,054 110,179 122,475 134,403 146,476

1,541,790 1,694,977 1,856,658 2,008,102 2,156,143

88,943 110,035 122,318 134,234 146,300

2,053 2,331 2,533 2,667 2,769

110 144 157 168 176

... ... ... ... ...

... ... ... ... ...

1965 1966 1967 1968 1969

2,371,433 2,602,015 2,769,618 2,937,890 3,091,710

174,883 192,821 207,692 253,924 269,799

2,368,629 2,599,178 2,766,736 2,913,376 3,049,177

174,688 192,620 207,487 252,123 266,741

2,804 2,837 2,882 2,951 3,064

195 200 205 242 255

... ... ... 21,563 39,469

... ... ... 1,558 2,803

1970 1971 1972 1973 1974

3,227,160 3,366,304 3,509,777 3,656,353 3,769,559

328,245 380,963 483,161 571,654 663,569

3,174,846 3,306,528 3,442,595 3,574,458 3,674,376

323,912 375,528 475,746 562,441 651,471

3,033 3,033 3,015 3,126 3,055

293 322 386 459 502

49,281 56,743 64,167 78,769 92,128

4,041 5,113 7,029 8,754 11,596

1975 1976 1977 1978 1979

3,888,705 3,994,380 4,119,487 4,211,710 4,321,496

747,902 827,325 914,738 1,005,929 1,153,272

3,776,090 3,871,894 3,980,324 4,066,673 4,173,745

732,269 809,181 892,764 981,615 1,126,089

3,104 3,059 11,887 15,287 17,918

553 587 2,105 2,845 3,745

109,511 119,427 127,276 129,751 129,833

15,080 17,557 19,869 21,469 23,438

1980 1981 1982 1983 1984

4,410,515 4,507,941 4,594,961 4,693,791 4,779,190

1,358,836 1,560,103 1,724,392 1,844,798 1,973,203

4,262,607 4,363,708 4,453,575 4,554,414 4,640,805

1,327,814 1,526,511 1,689,073 1,808,647 1,930,807

20,328 22,643 25,014 27,786 29,234

4,866 6,042 7,144 8,216 8,970

127,580 121,590 116,372 111,591 109,151

26,156 27,550 28,175 27,935 33,426

1985 1986 1987 1988 1989

4,862,805 4,928,019 4,983,846 5,028,822 5,070,873

2,094,003 2,175,345 2,318,747 2,461,945 2,629,728

4,725,618 4,789,969 4,846,135 4,892,829 4,935,911

2,050,678 2,131,049 2,272,557 2,414,239 2,579,726

30,182 31,076 31,429 32,870 33,332

9,592 10,092 10,703 11,816 12,731

107,005 106,974 106,282 103,123 101,630

33,734 34,204 35,487 35,892 37,270

1990 1991 1992 1993 1994

5,111,482 5,158,383 5,205,375 5,224,279 5,232,379

2,827,012 2,989,385 3,138,250 3,264,849 3,394,982

4,976,420 5,008,789 5,037,583 5,039,874 5,034,219

2,773,818 2,927,768 3,066,568 3,183,768 3,305,229

34,073 35,105 36,468 37,390 37,484

13,916 15,024 16,178 17,255 18,043

100,989 114,489 131,324 147,015 160,676

39,278 46,593 55,504 63,826 71,710

1995 1996 1997 1998 1999

5,225,519 5,209,812 5,053,442 4,989,855 4,943,915

3,514,262 3,639,632 3,646,898 3,685,349 3,774,601

5,014,991 4,990,079 4,829,456 4,759,829 4,709,091

3,416,203 3,534,268 3,537,348 3,571,047 3,654,598

37,504 37,822 36,048 35,845 36,029

18,759 19,692 19,268 19,683 20,624

173,024 181,911 187,938 194,181 198,795

79,300 85,671 90,282 94,619 99,380 (Continued)


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F8—Number of widow(er)s and total monthly benefits, by type of benefit, December 1950–2014—Continued Nondisabled— Total

Widows

Widowers

Disabled widow(er)s

Year

Number


Number


Number


Number


2000 2001 2002 2003 2004

4,901,437 4,828,327 4,770,638 4,707,215 4,643,035

3,912,527 3,997,687 4,043,051 4,110,963 4,200,895

4,663,228 4,586,677 4,524,020 4,456,446 4,388,305

3,785,532 3,864,251 3,903,384 3,964,035 4,045,712

36,782 37,407 39,260 41,410 43,995

22,322 23,822 26,020 28,892 32,379

201,427 204,243 207,358 209,359 210,735

104,674 109,615 113,648 118,035 122,803

2005 2006 2007 2008 2009

4,568,991 4,493,620 4,436,338 4,380,164 4,326,976

4,339,977 4,445,576 4,526,864 4,773,510 4,757,157

4,310,330 4,225,561 4,160,409 4,094,903 4,030,494

4,174,318 4,267,017 4,337,586 4,564,447 4,538,025

45,660 47,881 50,947 55,254 60,002

35,856 39,700 44,045 51,821 57,695

213,001 220,178 224,982 230,007 236,480

129,804 138,859 145,233 157,243 161,437

2010 2011 2012 2013 2014

4,285,913 4,239,078 4,193,431 4,138,924 4,092,402

4,748,771 4,901,142 4,967,481 5,013,184 5,078,097

3,975,424 3,916,765 3,860,506 3,798,108 3,743,788

4,517,797 4,651,268 4,703,820 4,738,188 4,790,260

65,536 71,302 77,453 83,568 90,743

64,086 73,278 81,901 90,604 101,120

244,953 251,011 255,472 257,248 257,871

166,888 176,596 181,760 184,392 186,717

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F9—Number, percentage, and average monthly benefit, by year of entitlement as nondisabled widow(er), December 2014 a


100.0

...

1,275.61

261,546 271,640 253,454 234,312

6.8 7.1 6.6 6.1

6.8 13.9 20.5 26.6

1,331.53 1,334.63 1,342.41 1,339.36

2010 2009 2008 2007 2006

213,818 199,916 180,873 166,331 151,630

5.6 5.2 4.7 4.3 4.0

32.2 37.4 42.1 46.5 50.4

1,337.73 1,341.87 1,350.10 1,340.73 1,327.04

2005 2004 2003 2002 2001

142,534 134,495 130,743 123,003 116,064

3.7 3.5 3.4 3.2 3.0

54.1 57.6 61.1 64.3 67.3

1,315.98 1,311.72 1,301.70 1,284.81 1,269.07

2000 1999 1998 1997 1996

111,011 104,688 98,791 92,555 88,248

2.9 2.7 2.6 2.4 2.3

70.2 72.9 75.5 77.9 80.2

1,260.45 1,243.58 1,230.61 1,217.45 1,209.97

1995 1994 1993 1992 1991

83,781 79,698 74,403 70,332 64,181

2.2 2.1 1.9 1.8 1.7

82.4 84.5 86.4 88.2 89.9

1,205.23 1,192.69 1,183.34 1,167.81 1,149.85

1990 1989 1988 1987 1986

59,612 53,276 48,406 43,199 37,772

1.6 1.4 1.3 1.1 1.0

91.5 92.9 94.1 95.3 96.2

1,134.88 1,119.54 1,101.56 1,086.79 1,070.14

1985 1984 1983 1982 1981

32,312 27,078 22,721 17,465 13,937

0.8 0.7 0.6 0.5 0.4

97.1 97.8 98.4 98.8 99.2

1,053.92 1,035.58 1,017.99 1,009.30 986.82

9,817 6,807 4,578 2,937 2,338 4,229

0.3 0.2 0.1 0.1 0.1 0.1

99.5 99.6 99.8 99.8 99.9 100.0

967.27 949.79 936.89 904.77 876.81 849.76

Number

Percentage distribution

3,834,531

2014 2013 2012 2011


1980 1979 1978 1977 1976 Before 1976

Cumulative percentage



5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F10—Number, percentage, and average monthly benefit, by year of entitlement as disabled widow(er), December 2014 a


100.0

...

724.07

16,501 25,241 27,359 27,587

6.4 9.8 10.6 10.7

6.4 16.2 26.8 37.5

678.77 686.07 702.46 715.07

2010 2009 2008 2007 2006

27,243 25,398 22,906 18,974 15,618

10.6 9.8 8.9 7.4 6.1

48.1 57.9 66.8 74.1 80.2

722.99 723.91 738.23 735.56 738.85

2005 2004 2003 2002 2001

13,024 10,767 8,663 6,890 5,266

5.1 4.2 3.4 2.7 2.0

85.3 89.4 92.8 95.5 97.5

748.68 763.92 762.81 770.41 760.54

2000 1999

3,788 2,646

1.5 1.0

99.0 100.0

763.68 746.60

Number

Percentage distribution

257,871

2014 2013 2012 2011


Cumulative percentage



5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F11—Percentage distribution of nondisabled widow(er)s, by monthly benefit and age, December 2014 Total, 60 or older

60–61

62–64

65–69

70–74

75–79

80–84

85–89

90 or older

3,834,531 100.0

120,340 100.0

312,340 100.0

668,873 100.0

514,641 100.0

537,942 100.0

612,695 100.0

584,380 100.0

483,320 100.0

Less than 300.00 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

1.8 0.7 0.8 0.9 1.1

2.5 0.9 0.9 1.0 1.2

3.0 0.8 0.8 1.0 1.1

1.6 0.5 0.6 0.7 0.8

1.7 0.7 0.7 0.8 1.1

1.9 0.8 0.8 0.9 1.2

1.8 0.8 0.8 0.9 1.1

1.7 0.8 0.9 1.0 1.1

0.9 0.8 1.2 1.3 1.2

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

1.4 1.6 1.8 1.9 2.0

1.8 2.5 2.7 2.8 2.9

1.3 1.8 2.1 2.3 2.4

1.1 1.3 1.5 1.6 1.8

1.3 1.5 1.8 1.9 1.9

1.5 1.7 1.9 2.1 2.1

1.5 1.6 1.9 2.0 2.0

1.4 1.6 1.8 1.9 2.0

1.4 1.6 1.7 1.9 2.1

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

2.2 2.4 2.6 2.8 3.0

3.1 3.2 3.4 3.5 3.7

2.6 2.8 2.8 3.0 3.2

1.9 2.0 2.2 2.3 2.5

2.1 2.2 2.2 2.4 2.5

2.3 2.4 2.5 2.7 3.0

2.2 2.4 2.6 2.8 3.1

2.1 2.5 2.7 2.8 3.3

2.3 2.8 2.9 3.2 3.7

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

3.2 3.5 3.8 4.2 4.6

3.8 3.9 3.9 3.8 3.9

3.4 3.5 3.6 3.7 3.8

2.7 2.9 3.0 3.2 3.5

2.7 2.9 3.1 3.4 3.8

3.3 3.5 3.8 4.1 5.1

3.4 3.6 4.1 4.6 5.7

3.5 3.8 4.5 5.2 5.4

3.8 4.1 4.5 4.9 5.2

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

4.8 4.6 4.5 4.6 4.4

3.9 3.5 3.5 3.4 4.4

3.8 3.7 3.6 3.6 4.2

3.7 3.6 3.7 3.9 4.3

4.1 4.1 4.1 4.3 4.5

5.6 5.3 4.8 4.8 4.6

5.5 5.0 4.8 5.7 5.3

5.3 5.4 5.5 5.6 4.5

5.9 5.5 4.6 4.1 3.3

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

3.9 3.5 3.3 3.0 2.9

4.8 4.5 3.8 3.2 2.8

4.3 4.2 4.0 3.8 3.5

4.3 4.2 4.2 4.1 3.9

4.3 4.1 3.8 3.6 3.2

4.1 3.5 2.9 2.5 2.5

4.0 3.1 2.7 2.4 2.5

3.3 2.9 2.9 2.6 2.3

2.9 2.8 2.8 2.4 2.1

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

2.4 2.0 1.6 1.3 1.1

2.3 2.0 1.4 0.6 0.2

3.0 2.7 2.0 1.3 1.0

3.4 2.8 2.4 2.1 1.9

2.8 2.4 2.1 1.9 1.7

2.2 1.9 1.5 1.2 0.9

2.1 1.6 1.2 0.9 0.7

1.8 1.4 1.1 0.9 0.6

1.9 1.4 1.2 1.0 0.9

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00 or more

0.9 0.8 0.7 0.6 2.6

0.1 0.0 0.0 0.0 0.0

0.7 0.6 0.4 0.2 0.4

1.8 1.5 1.3 1.1 4.2

1.5 1.3 1.1 0.9 3.5

0.8 0.6 0.5 0.4 1.9

0.5 0.4 0.4 0.3 2.1

0.5 0.4 0.4 0.3 2.4

0.7 0.6 0.5 0.5 3.5

1,275.60

1,157.40

1,227.90

1,383.20

1,336.30

1,245.90

1,239.10

1,237.50

1,247.80

Monthly benefit (dollars) Total Number Percent




5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F12—Number of widowed and surviving divorced mothers and fathers and total monthly benefits, by type of benefit, December 1950–2014, selected years Widowed With at least 1 child under Total

Subtotal

age 16

a

Entitled solely because of at least 1 disabled child

b

Surviving divorced

Total monthly benefits (thousands of dollars) Number


Year




1950 1955 1960 1965

169,438 291,916 401,358 471,816

5,801 13,403 23,795 30,882

169,426 291,656 400,976 471,286

5,800 13,389 23,768 30,842

169,426 291,656 394,560 461,011

5,800 13,389 23,383 30,132

... ... 6,416 10,275

... ... 385 710

12 260 382 530

c 14 27 40

1970 1971 1972 1973 1974

523,136 535,126 540,965 571,907 573,506

45,258 51,163 62,457 67,578 76,980

521,698 533,560 539,153 565,327 562,801

45,127 51,055 62,237 66,823 75,605

510,215 520,301 526,548 551,509 544,335

44,039 49,603 60,612 64,985 72,914

11,483 13,259 12,605 13,818 18,466

1,089 1,402 1,625 1,838 2,692

1,438 1,566 1,812 6,580 10,705

131 158 220 754 1,374

1975 1976 1977 1978 1979

581,845 578,727 583,195 576,343 573,750

85,676 92,466 101,345 109,714 121,957

565,941 558,933 558,886 548,463 541,480

83,435 89,400 97,227 104,506 115,284

544,886 537,002 536,481 525,879 518,564

80,068 85,637 93,091 100,028 110,235

21,075 21,931 22,405 22,584 22,916

3,366 3,764 4,136 4,478 5,049

15,904 19,794 24,309 27,880 32,270

2,241 3,065 4,117 5,209 6,674

1980 1981 1982 1983 1984

562,316 547,593 514,772 400,298 382,411

138,426 151,509 155,876 123,559 122,957

525,661 507,777 474,003 363,946 346,319

129,754 140,990 144,207 112,979 112,002

502,639 484,427 451,159 339,367 318,076

123,885 134,299 137,068 104,956 102,391

23,022 23,350 22,844 24,579 28,243

5,869 6,691 7,139 8,022 9,612

36,655 39,816 40,769 36,352 36,092

8,671 10,518 11,669 10,581 10,995

1985 1986 1987 1988 1989

371,659 350,546 340,940 317,761 312,079

123,557 118,602 115,967 116,902 120,970

335,085 315,572 307,581 285,265 280,006

112,117 107,470 104,888 105,596 109,184

306,004 286,290 278,582 256,463 251,646

101,812 96,887 93,871 94,096 97,170

29,081 29,282 28,999 28,802 28,360

10,304 10,583 11,017 11,500 12,014

36,574 34,974 33,359 32,496 32,073

11,440 11,132 11,079 11,306 11,786

1990 1991 1992 1993 1994

303,923 300,661 294,716 289,350 283,072

124,340 127,510 128,748 129,752 131,463

272,526 269,679 263,630 259,320 253,928

112,103 114,962 115,884 116,771 118,399

244,965 242,379 236,990 232,794 227,709

99,683 102,085 102,840 103,365 104,658

27,561 27,300 26,640 26,526 26,219

12,420 12,877 13,045 13,407 13,741

31,397 30,982 30,546 30,030 29,144

12,237 12,548 12,864 12,981 13,064

1995 1996 1997 1998 1999

275,020 242,135 230,222 220,610 212,401

131,430 124,678 122,488 120,247 120,157

247,113 218,171 207,658 199,447 192,544

118,550 112,627 110,774 109,001 109,195

221,494 193,664 184,184 176,660 170,572

104,664 98,799 97,120 95,491 95,732

25,619 24,507 23,474 22,787 21,972

13,886 13,828 13,654 13,510 13,463

27,907 23,964 22,564 21,163 19,857

12,881 12,051 11,714 11,246 10,962 (Continued)


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F12—Number of widowed and surviving divorced mothers and fathers and total monthly benefits, by type of benefit, December 1950–2014, selected years—Continued Widowed Total

With at least 1 child under age 16 a

Subtotal

Entitled solely because of at least 1 disabled child

b


Surviving divorced Total monthly benefits (thousands of dollars) Number

Year




2000 2001 2002 2003 2004

203,052 197,375 194,117 190,252 183,829

120,812 122,526 124,267 126,278 126,734

184,397 179,413 176,447 172,955 167,234

109,941 111,539 113,097 114,914 115,343

164,420 160,186 158,020 154,990 150,681

97,063 98,672 100,413 102,158 103,150

19,977 19,227 18,427 17,965 16,553

12,878 12,867 12,685 12,756 12,193

18,655 17,962 17,670 17,297 16,595

10,871 10,987 11,170 11,364 11,391

2005 2006 2007 2008 2009

178,396 171,453 164,665 159,610 159,870

129,246 129,721 128,742 133,261 134,547

162,455 156,304 150,214 145,640 145,784

117,756 118,314 117,471 121,615 122,724

146,228 140,615 135,146 130,954 130,564

105,212 105,653 104,935 108,544 109,017

16,227 15,689 15,068 14,686 15,220

12,544 12,661 12,536 13,071 13,707

15,941 15,149 14,451 13,970 14,086

11,490 11,407 11,271 11,646 11,823

2010 2011 2012 2013 2014

158,061 157,516 153,628 149,778 142,509

134,179 139,172 138,315 137,450 133,232

144,365 143,483 140,253 136,713 130,121

122,638 126,884 126,437 125,617 121,726

129,239 128,025 125,292 121,846 115,698

108,817 112,181 111,830 110,740 106,967

15,126 15,458 14,961 14,867 14,423

13,821 14,703 14,607 14,877 14,759

13,696 14,033 13,375 13,065 12,388

11,541 12,288 11,878 11,833 11,506

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: . . . = not applicable. a. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least age 14 and who were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier. b. Excludes mothers and fathers who had both disabled and nondisabled entitled children in their care. c. Less than $500. CONTACT: (410) 965-0090 or [email protected].


5.F OASDI Current-Pay Benefits: Dependents and Survivors Table 5.F13—Number and average monthly benefit for nondisabled widows aged 65 or older, by age, reduction status, and limitation of benefit, December 2014 Benefits not reduced due to early retirement of widow Benefits not limited due to early retirement of deceased spouse

Benefits limited due to early retirement of deceased spouse

Benefits reduced due to early retirement of widow Average monthly benefit (dollars)

Number


Number


1,365.80

696,787

1,539.90

807,089

1,215.49

1,845,997

1,220.97

72,619 ... 12,763 19,553 20,197 20,106

1,661.09 ... 1,740.20 1,697.76 1,656.41 1,579.89

52,262 ... 10,309 14,673 14,254 13,026

1,759.85 ... 1,807.31 1,785.67 1,761.01 1,691.93

20,357 ... 2,454 4,880 5,943 7,080

1,407.53 ... 1,458.30 1,433.44 1,405.53 1,373.75

562,875 118,301 119,745 122,878 108,844 93,107

1,352.94 1,279.94 1,373.94 1,384.50 1,375.25 1,350.94

1,339.20 1,367.74 1,368.37 1,349.95 1,314.89 1,292.45

139,468 20,641 24,937 28,745 30,554 34,591

1,459.91 1,528.50 1,511.33 1,467.51 1,431.13 1,401.03

75,612 12,354 14,299 15,593 15,683 17,683

1,572.83 1,643.97 1,625.04 1,580.47 1,541.91 1,501.61

63,856 8,287 10,638 13,152 14,871 16,908

1,326.21 1,356.38 1,358.49 1,333.59 1,314.29 1,295.84

367,755 79,201 79,575 76,561 67,649 64,769

1,293.41 1,325.85 1,323.56 1,305.81 1,262.40 1,234.46

533,806 100,470 104,357 104,667 109,850 114,462

1,248.39 1,273.91 1,254.24 1,243.38 1,237.77 1,235.44

235,661 39,592 43,108 46,031 50,973 55,957

1,347.68 1,376.63 1,357.45 1,346.27 1,334.14 1,333.14

112,053 19,746 21,137 21,706 23,632 25,832

1,463.17 1,483.67 1,459.48 1,457.52 1,454.63 1,463.09

123,608 19,846 21,971 24,325 27,341 30,125

1,242.98 1,270.14 1,259.30 1,247.00 1,230.01 1,221.70

298,145 60,878 61,249 58,636 58,877 58,505

1,169.91 1,207.10 1,181.60 1,162.61 1,154.33 1,141.99

80–84 80 81 82 83 84

609,487 118,046 115,376 121,867 124,425 129,773

1,241.42 1,241.07 1,239.14 1,237.05 1,242.81 1,246.52

344,159 60,826 62,810 69,205 73,149 78,169

1,337.03 1,340.57 1,337.66 1,331.95 1,336.42 1,338.82

151,098 27,859 28,410 30,028 31,467 33,334

1,491.34 1,478.49 1,483.07 1,486.23 1,497.60 1,507.84

193,061 32,967 34,400 39,177 41,682 44,835

1,216.25 1,224.03 1,217.58 1,213.69 1,214.74 1,213.16

265,328 57,220 52,566 52,662 51,276 51,604

1,117.40 1,135.30 1,121.42 1,112.34 1,109.26 1,106.71

85–89 85 86 87 88 89

582,002 125,603 122,754 119,965 111,512 102,168

1,239.48 1,246.06 1,241.51 1,241.02 1,232.47 1,234.80

373,652 77,537 77,636 77,001 73,156 68,322

1,329.44 1,336.60 1,331.32 1,332.61 1,322.43 1,323.09

158,359 33,109 32,892 32,603 31,222 28,533

1,517.16 1,509.62 1,511.70 1,520.87 1,515.50 1,529.82

215,293 44,428 44,744 44,398 41,934 39,789

1,191.35 1,207.66 1,198.72 1,194.36 1,178.69 1,174.85

208,350 48,066 45,118 42,964 38,356 33,846

1,078.15 1,100.00 1,086.97 1,076.88 1,060.89 1,056.56

90 or older

481,861

1,249.46

338,317

1,345.66

147,403

1,577.55

190,914

1,166.62

143,544

1,022.73

Number


1,285.99

1,503,876

635,494 118,301 132,508 142,431 129,041 113,213

1,388.15 1,279.94 1,409.22 1,427.50 1,419.26 1,391.60

70–74 70 71 72 73 74

507,223 99,842 104,512 105,306 98,203 99,360

75–79 75 76 77 78 79

Number


3,349,873

65–69 65 66 67 68 69

Age All nondisabled widows aged 65 or older

Number a

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: . . . = not applicable. a. Includes 133,710 widows with benefits also limited due to early retirement of deceased spouse. CONTACT: (410) 965-0090 or [email protected].


5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G1—Percentage distribution of persons receiving both a retired-worker and a secondary benefit with and without reduction for early retirement, by sex and primary insurance amount, December 2014 Total Sex and primary insurance amount (dollars) All dually entitled retired workers



Number

Percent

Number

Percent

Number

Percent

6,976,357

100.0

5,800,516

100.0

1,175,841

100.0

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

122,374 136,367 201,900 243,570 249,944 262,011 252,349

1.8 2.0 2.9 3.5 3.6 3.8 3.6

101,902 116,911 175,599 212,136 216,781 224,545 216,592

1.8 2.0 3.0 3.7 3.7 3.9 3.7

20,472 19,456 26,301 31,434 33,163 37,466 35,757

1.7 1.7 2.2 2.7 2.8 3.2 3.0

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

247,773 265,315 378,728 408,102 483,134

3.6 3.8 5.4 5.8 6.9

211,930 225,238 315,024 337,269 401,369

3.7 3.9 5.4 5.8 6.9

35,843 40,077 63,704 70,833 81,765

3.0 3.4 5.4 6.0 7.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

522,991 485,463 429,239 368,909 318,946

7.5 7.0 6.2 5.3 4.6

437,857 405,687 356,292 304,110 261,533

7.5 7.0 6.1 5.2 4.5

85,134 79,776 72,947 64,799 57,413

7.2 6.8 6.2 5.5 4.9

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

272,294 228,282 185,393 151,994 124,311

3.9 3.3 2.7 2.2 1.8

221,130 183,605 148,102 119,646 97,343

3.8 3.2 2.6 2.1 1.7

51,164 44,677 37,291 32,348 26,968

4.4 3.8 3.2 2.8 2.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

101,860 86,085 74,150 63,556 53,894

1.5 1.2 1.1 0.9 0.8

79,982 67,920 58,815 51,058 43,533

1.4 1.2 1.0 0.9 0.8

21,878 18,165 15,335 12,498 10,361

1.9 1.5 1.3 1.1 0.9

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00 or more

45,072 38,272 31,400 142,679

0.6 0.5 0.5 2.0

36,387 31,031 25,464 115,725

0.6 0.5 0.4 2.0

8,685 7,241 5,936 26,954

0.7 0.6 0.5 2.3 (Continued)


5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G1—Percentage distribution of persons receiving both a retired-worker and a secondary benefit with and without reduction for early retirement, by sex and primary insurance amount, December 2014—Continued Total Sex and primary insurance amount (dollars) Men



Number

Percent

Number

Percent

Number

Percent

195,086

100.0

148,299

100.0

46,787

100.0

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

3,414 3,032 3,838 4,611 4,762 4,792 4,411

1.7 1.6 2.0 2.4 2.4 2.5 2.3

1,819 1,874 2,494 3,103 3,285 3,333 3,089

1.2 1.3 1.7 2.1 2.2 2.2 2.1

1,595 1,158 1,344 1,508 1,477 1,459 1,322

3.4 2.5 2.9 3.2 3.2 3.1 2.8

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

4,272 4,345 5,657 6,312 7,928

2.2 2.2 2.9 3.2 4.1

3,037 3,150 3,844 4,330 5,584

2.0 2.1 2.6 2.9 3.8

1,235 1,195 1,813 1,982 2,344

2.6 2.6 3.9 4.2 5.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

9,628 9,355 9,012 8,524 7,927

4.9 4.8 4.6 4.4 4.1

6,888 6,821 6,631 6,316 5,836

4.6 4.6 4.5 4.3 3.9

2,740 2,534 2,381 2,208 2,091

5.9 5.4 5.1 4.7 4.5

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

7,175 6,442 5,795 5,389 5,008

3.7 3.3 3.0 2.8 2.6

5,352 4,893 4,491 4,208 4,003

3.6 3.3 3.0 2.8 2.7

1,823 1,549 1,304 1,181 1,005

3.9 3.3 2.8 2.5 2.1

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

4,837 4,757 4,665 4,600 4,497

2.5 2.4 2.4 2.4 2.3

3,948 3,895 3,866 3,831 3,843

2.7 2.6 2.6 2.6 2.6

889 862 799 769 654

1.9 1.8 1.7 1.6 1.4

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00 or more

4,383 4,275 3,914 27,529

2.2 2.2 2.0 14.1

3,718 3,641 3,318 23,858

2.5 2.5 2.2 16.1

665 634 596 3,671

1.4 1.4 1.3 7.8 (Continued)


5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G1—Percentage distribution of persons receiving both a retired-worker and a secondary benefit with and without reduction for early retirement, by sex and primary insurance amount, December 2014—Continued Total Sex and primary insurance amount (dollars) Women



Number

Percent

Number

Percent

Number

Percent

6,781,271

100.0

5,652,217

100.0

1,129,054

100.0

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

118,960 133,335 198,062 238,959 245,182 257,219 247,938

1.8 2.0 2.9 3.5 3.6 3.8 3.7

100,083 115,037 173,105 209,033 213,496 221,212 213,503

1.8 2.0 3.1 3.7 3.8 3.9 3.8

18,877 18,298 24,957 29,926 31,686 36,007 34,435

1.7 1.6 2.2 2.7 2.8 3.2 3.0

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

243,501 260,970 373,071 401,790 475,206

3.6 3.8 5.5 5.9 7.0

208,893 222,088 311,180 332,939 395,785

3.7 3.9 5.5 5.9 7.0

34,608 38,882 61,891 68,851 79,421

3.1 3.4 5.5 6.1 7.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

513,363 476,108 420,227 360,385 311,019

7.6 7.0 6.2 5.3 4.6

430,969 398,866 349,661 297,794 255,697

7.6 7.1 6.2 5.3 4.5

82,394 77,242 70,566 62,591 55,322

7.3 6.8 6.3 5.5 4.9

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

265,119 221,840 179,598 146,605 119,303

3.9 3.3 2.6 2.2 1.8

215,778 178,712 143,611 115,438 93,340

3.8 3.2 2.5 2.0 1.7

49,341 43,128 35,987 31,167 25,963

4.4 3.8 3.2 2.8 2.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

97,023 81,328 69,485 58,956 49,397

1.4 1.2 1.0 0.9 0.7

76,034 64,025 54,949 47,227 39,690

1.3 1.1 1.0 0.8 0.7

20,989 17,303 14,536 11,729 9,707

1.9 1.5 1.3 1.0 0.9

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00 or more

40,689 33,997 27,486 115,150

0.6 0.5 0.4 1.7

32,669 27,390 22,146 91,867

0.6 0.5 0.4 1.6

8,020 6,607 5,340 23,283

0.7 0.6 0.5 2.1



5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G2—Number receiving both a retired-worker and a secondary benefit, by sex and type of secondary benefit, December 1952–2014 Women Subtotal

Men

Wife's benefit

Widow's benefit Percentage of all women entitled to widow's benefit Number

Percentage of all women entitled to wife's benefit because of age Number

Percentage of all women retired workers Number

Parent's benefit

Subtotal

Husband's benefit

Widower's benefit

Parent's benefit

4.4 5.2 6.3

421 608 854

730 1,167 1,711

258 529 827

83 148 257

389 490 627

55,664 70,601 86,951 99,669 120,458

7.4 7.2 7.4 7.5 8.0

1,019 1,236 1,478 1,617 2,145

2,231 2,681 3,550 3,809 4,466

1,224 1,542 2,152 2,421 2,794

342 426 578 634 772

665 713 820 754 900

141,218 169,264 214,371 255,408 297,929

8.4 9.1 10.4 11.3 12.1

2,396 1,876 2,719 3,150 3,558

5,090 4,516 5,550 6,200 6,810

3,197 2,652 3,229 3,597 3,940

911 1,090 1,330 1,543 1,752

982 774 991 1,060 1,118

Year

Total

1952 1953 1954

36,132 54,798 79,689

35,402 53,631 77,978

6.0 6.8 8.0

14,131 23,355 34,225

6.0 2.7 3.4

20,850 29,668 42,899

1955 1956 1957 1958 1959

108,551 143,284 194,501 229,599 268,900

106,320 140,603 190,951 225,790 264,434

8.7 9.1 9.6 9.8 10.2

49,637 68,766 102,522 124,504 141,831

4.2 4.8 5.6 6.1 6.4

1960 1961 1962 1963 1964

307,736 335,243 427,085 502,839 577,954

302,646 330,727 421,535 496,639 571,144

10.6 10.5 12.1 13.2 14.2

159,032 159,587 204,445 138,081 269,657

6.8 6.6 7.9 8.9 9.9

1965 1966 1967 1968 1969

618,730 706,860 770,190 842,560 920,250

611,610 699,080 760,950 831,760 909,720

14.3 15.1 15.7 16.3 17.0

a

282,940 315,550 a 334,200 a 354,750 a 376,520

a

10.3 11.2 a 11.8 a 12.4 a 13.0

a a

12.3 13.2 a 13.8 a 14.5 a 15.3

a

a

324,930 379,440 a 422,480 a 472,590 a 528,660

a

a

a

a

3,740 4,090 a 4,270 a 4,420 a 4,540

1970 1971 1972 1973 1974

977,340 1,069,940 1,183,369 1,377,080 1,534,583

966,780 1,060,120 1,170,286 1,361,360 1,516,326

17.1 17.7 18.5 20.2 21.3

a

a

a

a

a

a

a

a

a

a

1975 1976 1977 1978 1979

1,679,825 1,827,928 2,026,534 2,208,490 2,435,848

1,660,451 1,812,008 1,991,915 2,163,011 2,380,260

22.4 23.4 24.6 25.7 27.1

1980 1981 1982 1983 1984

2,660,037 -3,109,239 3,355,148 3,568,639

2,594,467 -3,031,518 3,267,890 3,479,191

28.5 -31.1 32.5 33.7

1,015,672 -1,239,736 1,369,396 1,479,756

26.2 -29.8 31.6 33.2

1,575,085 -1,788,556 1,895,579 1,996,805

27.8 -29.5 30.3 31.0

3,710 -3,226 2,915 2,630

1985 1986 1987 1988 1989

3,801,183 4,032,760 4,214,214 4,403,012 4,590,475

3,708,856 3,934,811 4,116,759 4,302,714 4,487,314

34.9 36.1 36.9 37.9 38.7

1,594,226 1,719,449 1,804,946 1,892,763 1,982,095

34.7 36.2 37.3 38.5 39.5

2,112,245 2,213,225 2,309,899 2,408,232 2,503,679

31.8 32.5 33.1 33.8 34.4

1990 1991 1992 1993 1994

4,783,122 4,959,610 5,140,627 5,285,960 5,419,910

4,677,680 4,852,656 5,032,206 5,176,650 5,308,300

39.5 40.2 41.0 41.6 42.1

2,076,737 2,158,022 2,242,029 2,312,000 2,359,470

40.5 41.5 42.3 43.1 43.9

2,599,560 2,693,388 2,789,029 2,863,510 2,947,820

1995 1996 1997 1998 1999

5,533,200 5,629,780 5,729,620 5,810,410 5,883,950

5,420,320 5,517,510 5,617,590 5,699,080 5,772,260

42.5 42.8 42.7 42.8 42.9

2,397,710 2,429,520 2,461,060 2,482,950 2,499,200

44.5 45.3 46.0 46.7 47.3

3,021,720 3,087,130 3,155,760 3,215,380 3,272,420

388,210 411,710 a 477,333 562,111 a 554,844 a

616,669 669,792 762,250 836,004 917,747

13.3 13.8 a 15.5 17.7 a 17.1 a

18.4 19.5 21.4 22.8 24.4

573,950 643,730 a 688,087 794,001 a 956,662 a

1,038,992 1,137,251 1,225,344 1,322,897 1,458,611

15.9 16.9 a 17.3 22.2 a 21.4 a

22.3 23.4 24.3 25.3 26.6

4,620 4,680 a 4,866 5,248 a 4,820 a

4,790 4,965 4,321 4,110 3,902

a

7,120 7,780 a 9,240 a 10,800 a 10,530

a

4,110 4,470 a 5,190 a 5,810 a 5,620

a

a

a

a

a

a

a

a

a

a

a

a

10,560 9,820 a 13,083 15,710 a 18,257 a

a

19,374 15,920 34,619 45,479 55,588

5,530 5,130 a 6,797 7,966 a 6,592 a

9,920 7,497 14,557 17,832 20,179

1,910 2,260 a 3,070 a 4,110 a 4,160 4,400 4,170 a 5,442 6,986 a 11,080 8,690 7,779 19,544 27,192 35,004

1,100 1,050 a 980 a 880 a 750 630 520 844 758 a 585 a

a

764 644 518 455 405

a

a

65,570 -77,721 87,258 89,448

22,597 -24,787 27,449 27,189

42,580 -52,604 59,518 62,011

393 -330 291 248

2,385 2,137 1,914 1,719 1,540

92,327 97,949 97,455 100,298 103,161

26,912 27,693 26,928 27,210 27,484

65,202 70,064 70,359 72,942 75,543

213 192 168 146 134

35.1 35.7 36.3 37.0 37.6

1,383 1,246 1,148 1,140 1,010

105,442 106,954 108,421 109,310 111,610

27,463 27,195 26,849 26,330 26,920

77,862 79,654 81,475 82,920 84,660

117 105 97 60 30

38.0 38.3 39.6 40.4 41.0

890 860 770 750 640

112,880 112,270 112,030 111,330 111,690

26,660 25,750 24,540 23,740 23,560

86,190 86,480 87,460 87,560 88,100

30 40 30 30 30 (Continued)


5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G2—Number receiving both a retired-worker and a secondary benefit, by sex and type of secondary benefit, December 1952–2014—Continued Women Subtotal

Wife's benefit

Percentage of all women retired workers Number

Men Widow's benefit

Percentage of all women entitled to wife's benefit because of age Number

Percentage of all women entitled to widow's benefit Number

Parent's benefit

Subtotal

Husband's benefit

Widower's benefit

Parent's benefit

41.6 42.4 43.0 43.7 44.3

560 520 470 380 410

113,410 114,770 118,120 119,820 122,260

24,660 25,570 27,090 28,160 29,070

88,720 89,170 91,000 91,640 93,170

30 30 30 20 20

3,514,100 3,540,363 3,564,946 3,588,472 3,619,057

44.9 45.6 46.1 46.7 47.3

370 406 377 395 404

124,920 130,487 134,825 140,266 146,920

30,070 31,650 33,613 36,136 39,640

94,810 98,794 101,168 104,085 107,239

40 43 44 45 41

3,649,546 3,674,690 3,702,591 3,731,365 3,762,211

47.3 48.4 49.0 49.6 50.1

391 393 380 377 365

154,879 163,431 173,103 183,739 195,086

43,569 47,857 52,800 58,212 64,019

111,267 115,529 120,251 125,478 131,019

43 45 52 49 48

Year

Total

2000 2001 2002 2003 2004

6,009,800 6,076,350 6,134,800 6,183,070 6,229,670

5,896,390 5,961,580 6,016,680 6,063,250 6,107,410

42.9 42.9 42.7 42.4 42.0

2,568,470 2,583,730 2,591,820 2,602,590 2,618,980

48.2 48.9 49.5 50.1 50.7

3,327,360 3,377,330 3,424,390 3,460,280 3,488,020

2005 2006 2007 2008 2009

6,289,650 6,347,442 6,406,313 6,474,588 6,589,036

6,164,730 6,216,955 6,271,488 6,334,322 6,442,116

41.6 41.2 40.7 40.0 39.2

2,650,260 2,676,186 2,706,165 2,745,455 2,822,655

51.4 52.1 52.8 53.8 54.8

2010 2011 2012 2013 2014

6,679,529 6,753,427 6,834,461 6,910,051 6,976,357

6,524,650 6,589,996 6,661,358 6,726,312 6,781,271

38.4 37.5 36.7 35.8 34.9

2,874,713 2,914,913 2,958,387 2,994,570 3,018,695

55.6 56.2 56.8 57.2 57.4

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1993–2005 are based on a 10 percent sample. All other years are 100 percent data. NOTE: -- = not available. a. Distributions by type of secondary benefit are estimated. CONTACT: (410) 965-0090 or [email protected].


5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G3—Number receiving both a retired-worker and a secondary benefit and average monthly benefit, by type of secondary benefit, December 2014 Average monthly benefit (dollars) Number

Combined benefit

6,976,357

1,189.32

670.68

518.64

Wives and husbands Wives of— Retired workers Disabled workers Husbands of— Retired workers Disabled workers

3,082,714 3,018,695 2,974,173 44,522 64,019 60,911 3,108

822.69 824.05 825.28 741.53 758.97 764.47 651.29

559.73 559.76 560.65 500.13 558.44 562.72 474.53

262.97 264.29 264.63 241.40 200.54 201.75 176.76

Widow(er)s Widows Widowers

3,893,230 3,762,211 131,019

1,479.60 1,481.76 1,417.71

758.54 748.39 1,050.11

721.06 733.37 367.61

413

1,380.71

627.69

753.02

Type of secondary benefit All dually entitled retired workers

Parents

Retired-worker benefit Reduced secondary benefit



5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G4—Number receiving both a retired-worker and a secondary benefit, average monthly benefit, and retired-worker benefit as a percentage of combined benefit, December 2014 Average combined monthly benefit (dollars)

Number Total combined monthly benefit (dollars)

Wives or husbands a

b

Widow(er)s Wives or husbands

Widow(er)s

3,893,230

819.52

1,482.17

69

53

5,683 5,831 12,206 20,022 27,452 36,200 47,959

1,719 1,735 2,648 3,727 5,256 6,431 7,618

150.54 227.81 277.83 326.23 376.04 426.15 476.35

154.48 227.07 276.69 326.27 375.29 427.20 476.43

74 75 73 71 69 68 67

75 71 70 68 67 65 64

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

65,555 97,239 150,557 246,918 325,199

11,866 16,268 22,170 28,117 33,706

526.42 576.94 627.05 677.34 725.92

526.40 576.03 626.02 675.93 725.65

66 68 69 69 70

63 63 64 64 65

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

373,467 377,411 350,297 269,213 194,824

39,187 47,157 54,935 62,857 73,931

775.47 825.12 874.56 923.94 973.73

775.45 825.53 875.71 925.76 975.55

70 70 69 69 68

65 64 64 63 63

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

142,421 107,540 80,519 58,928 41,608

86,745 100,996 117,625 138,555 162,826

1,024.09 1,074.13 1,124.01 1,173.94 1,223.47

1,025.58 1,075.88 1,125.84 1,175.72 1,226.10

67 66 64 64 63

62 61 60 59 58

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

27,713 15,988 439 319 213

187,863 204,547 215,874 250,158 233,873

1,273.71 1,318.69 1,373.30 1,423.83 1,472.27

1,275.79 1,325.31 1,375.71 1,425.44 1,474.94

62 61 46 46 45

56 55 54 53 52

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00 or more

169 110 94 620

200,884 183,048 171,232 1,219,676

1,521.89 1,576.07 1,623.48 1,962.66

1,524.99 1,574.99 1,625.15 1,938.19

40 37 34 30

51 51 50 46

All dually entitled retired workers Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

3,082,714

Widow(er)s Wives or husbands

Retired-worker benefit as a percentage of combined monthly benefit

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. a. Includes 64,019 husbands. b. Includes 131,019 widowers. CONTACT: (410) 965-0090 or [email protected].


5.G OASDI Current-Pay Benefits: Retired Workers with Dual Entitlement Table 5.G5—Percentage distribution, by total combined monthly benefit and retired-worker benefit, December 2014 Percentage distribution by dollar amount of retired-worker benefit Total combined monthly benefit (dollars)

Number

Total

Less than 200.00– 250.00– 300.00– 350.00– 400.00– 450.00– 500.00– 550.00– 600.00– 650.00– 200.00 249.90 299.90 349.90 399.90 449.90 499.90 549.90 599.90 649.90 699.90

700.00 or more

Dually entitled wives and husbands All

a

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00 or more

3,082,714

100.0

4.4

4.4

5.3

5.6

5.8

5.7

5.8

7.1

10.7

10.3

9.1

25.8

5,683 5,831 12,206 20,022 27,452 36,200 47,959

100.0 100.0 100.0 100.0 100.0 100.0 100.0

99.8 68.1 43.6 30.6 22.5 17.1 13.8

0.2 31.8 33.4 25.1 19.4 15.5 13.1

... 0.1 22.9 28.0 22.8 18.9 15.5

... ... 0.1 16.2 22.5 19.9 16.5

... ... ... ... 12.7 18.4 17.0

... ... ... ... ... 10.1 15.5

... ... ... ... ... ... 8.5

... ... ... ... ... ... ...

... ... ... ... ... ... ...

... ... ... ... ... ... ...

... ... ... ... ... ... ...

... ... ... ... ... ... ...

65,555 97,239 150,557 246,918 2,367,092

100.0 100.0 100.0 100.0 100.0

11.0 8.4 6.6 5.2 2.4

10.7 8.7 7.2 5.8 2.8

13.1 10.4 8.4 6.9 3.6

13.9 11.3 8.7 7.3 4.2

14.5 11.4 8.9 7.7 4.5

14.0 11.3 9.1 7.7 4.8

13.6 11.9 9.8 8.4 5.0

9.2 14.7 13.0 11.7 6.3

... 11.9 18.5 16.1 10.6

... ... 9.9 15.4 11.2

... ... ... 7.8 11.1

... ... ... ... 33.6

Dually entitled widow(er)s All

b

3,893,230

100.0

2.7

2.8

3.4

3.4

3.5

3.3

4.0

5.6

6.3

6.4

6.3

52.2

1,719 1,735 2,648 3,727 5,256 6,431 7,618

100.0 100.0 100.0 100.0 100.0 100.0 100.0

99.8 70.1 50.9 37.2 28.1 22.0 18.7

0.2 29.6 28.5 23.4 19.0 16.6 13.8

... 0.3 20.4 24.5 20.8 17.3 15.9

... ... 0.2 14.7 18.9 17.3 15.0

... ... ... 0.1 13.1 17.4 15.1

... ... ... ... 0.1 9.3 13.3

... ... ... ... ... ... 8.2

... ... ... ... ... ... ...

... ... ... ... ... ... ...

... ... ... ... ... ... ...

... ... ... ... ... ... ...

... ... ... ... ... ... ...

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

11,866 16,268 22,170 28,117 33,706

100.0 100.0 100.0 100.0 100.0

15.8 13.7 10.2 8.6 7.0

11.7 10.1 8.2 7.2 5.8

13.5 11.1 9.6 8.1 7.1

12.7 10.5 9.6 8.2 7.2

13.1 10.8 9.8 8.3 7.2

11.7 10.4 9.1 8.2 6.8

12.8 11.6 10.6 9.2 8.1

8.6 14.3 12.7 12.0 10.9

... 7.5 13.2 12.2 11.6

... ... 6.9 11.9 11.5

... ... ... 6.0 11.1

... ... ... ... 5.7

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

39,187 47,157 54,935 62,857 73,931

100.0 100.0 100.0 100.0 100.0

6.0 5.2 4.5 3.8 3.6

5.1 4.6 4.0 3.6 3.4

6.1 5.6 4.9 4.3 4.1

5.9 5.5 5.1 4.6 4.4

6.4 5.7 5.2 4.8 4.4

6.1 5.6 5.0 4.7 4.4

7.4 6.8 5.9 5.5 5.0

9.8 8.8 8.3 7.6 6.8

10.9 9.9 9.1 9.0 7.9

11.3 10.4 9.7 9.1 8.6

10.5 10.2 9.7 9.4 8.8

14.4 21.9 28.6 33.6 38.6

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

86,745 100,996 117,625 138,555 162,826

100.0 100.0 100.0 100.0 100.0

3.2 2.8 2.6 2.6 2.5

3.0 2.9 2.7 2.7 2.8

3.8 3.6 3.3 3.3 3.5

3.8 3.7 3.4 3.3 3.3

4.1 4.0 3.8 3.5 3.5

4.0 3.8 3.7 3.4 3.3

4.8 4.7 4.5 4.3 4.4

6.6 6.4 6.2 6.1 5.9

7.6 7.2 6.9 6.6 6.4

8.2 7.6 7.3 6.9 6.7

8.3 7.8 7.3 7.0 6.7

42.6 45.4 48.3 50.2 51.1

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

187,863 204,547 215,874 250,158 233,873

100.0 100.0 100.0 100.0 100.0

2.6 2.5 2.4 2.4 2.2

2.9 3.0 3.1 2.8 2.6

3.5 3.4 3.4 3.3 3.1

3.3 3.3 3.2 3.1 3.1

3.4 3.4 3.3 3.2 3.1

3.3 3.2 3.1 3.1 3.1

4.3 4.2 4.1 4.0 3.8

6.0 5.9 5.9 6.0 5.9

6.5 6.3 6.3 6.3 6.4

6.5 6.4 6.2 6.3 6.2

6.6 6.3 6.3 6.2 6.1

51.0 52.1 52.8 53.3 54.5

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00 or more

200,884 183,048 171,232 1,219,676

100.0 100.0 100.0 100.0

2.0 1.9 1.9 1.6

2.3 2.3 2.3 1.9

3.0 2.9 2.9 2.5

3.0 2.8 2.8 2.6

3.0 3.0 3.0 2.7

2.9 2.8 2.9 2.7

3.7 3.5 3.5 3.0

5.6 5.2 5.1 4.2

6.3 6.0 5.6 5.3

6.2 6.1 5.9 5.5

6.1 5.9 5.8 5.4

55.9 57.5 58.4 62.6

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Includes 64,019 husbands. b. Includes 131,019 widowers. CONTACT: (410) 965-0090 or [email protected].


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H1—Number and average monthly family benefit for selected family groups, December 1945–2014, selected years Retired-worker families

Survivor families

Worker only Year

All

Men

Worker Women and wife a

Nondisabled widow only

Disabled-worker families

Widowed mother or father and—

Worker, wife, and—

Worker only

3 or more 1 child 2 children children

All

Men

Women

b

2 or more 1 child children

Worker and spouse

Number (thousands) 1945 1950 1955

416 1,240 3,266

338 939 2,054

78 301 1,212

181 498 1,124

95 314 700

86 82 126

48 53 86

24 33 80

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

1960 1965 1970 1975 1980

5,742 8,386 10,533 13,520 16,314

2,922 4,137 4,904 6,134 7,286

2,820 4,249 5,629 7,385 9,028

2,122 2,400 2,457 2,618 2,736

1,527 2,332 3,080 3,606 4,033

172 182 183 221 239

113 135 155 182 184

114 153 182 176 134

357 714 1,054 1,750 2,061

261 481 680 1,080 1,257

96 232 374 671 804

22 54 77 137 154

32 109 164 250 228

22 30 43 66 80

1985 1986 1987 1988 1989

19,132 19,664 20,137 20,567 21,036

8,601 8,849 9,064 9,264 9,495

10,531 10,816 11,074 11,302 11,541

2,861 2,883 2,893 2,896 2,903

4,606 4,666 4,709 4,749 4,788

158 151 141 137 137

131 123 115 112 109

74 68 62 61 58

2,039 2,096 2,154 2,194 2,262

1,267 1,301 1,338 1,353 1,390

772 795 816 841 872

84 82 79 77 75

140 136 132 125 120

76 74 74 71 67

1990 1991 1992 1993 1994

21,537 21,978 22,434 22,796 23,124

9,752 9,985 10,218 10,404 10,573

11,786 11,992 12,216 12,392 12,552

2,914 2,918 2,928 2,912 2,885

4,825 4,850 4,871 4,870 4,862

133 130 129 126 123

106 106 103 103 100

57 55 54 53 51

2,370 2,523 2,738 2,935 3,121

1,448 1,529 1,643 1,743 1,830

922 994 1,094 1,192 1,292

75 76 78 78 76

118 119 125 127 128

63 61 61 59 57

1995 1996 1997 1998 1999

23,433 23,705 24,124 24,409 24,730

10,732 10,874 11,027 11,163 11,337

12,701 12,831 13,097 13,246 13,394

2,845 2,799 2,759 2,703 2,651

4,841 4,815 4,657 4,589 4,536

120 117 113 111 107

97 78 74 69 67

49 41 37 34 32

3,305 3,473 3,593 3,769 3,924

1,909 1,973 2,006 2,074 2,131

1,396 1,500 1,588 1,695 1,793

75 61 57 52 49

124 104 91 80 72

55 53 53 53 52

2000 2001 2002 2003 2004

25,452 25,838 26,247 26,664 27,114

11,780 11,990 12,218 12,420 12,654

13,672 13,848 14,029 14,224 14,460

2,638 2,581 2,525 2,468 2,416

4,491 4,416 4,353 4,286 4,216

102 98 98 96 93

65 63 62 61 59

30 29 28 27 26

4,080 4,292 4,536 4,832 5,133

2,191 2,282 2,391 2,532 2,668

1,890 2,010 2,145 2,301 2,464

45 43 41 40 38

65 60 56 55 53

50 51 50 53 60

2005 2006 2007 2008 2009

27,659 28,198 28,791 29,570 30,416

12,916 13,174 13,461 13,847 14,227

14,743 15,024 15,330 15,723 16,189

2,368 2,324 2,281 2,216 2,182

4,140 4,059 3,995 3,925 3,851

90 89 86 84 85

56 54 52 50 50

26 24 23 22 22

5,423 5,703 5,975 6,279 6,396

2,797 2,918 3,042 3,181 3,261

2,626 2,784 2,933 3,098 3,135

36 36 33 33 31

51 47 43 42 40

67 71 72 78 76

2010 2011 2012 2013 2014

31,901 32,921 34,027 35,192 36,294

15,004 15,488 16,004 16,551 17,057

16,897 17,433 18,023 18,640 19,236

2,153 2,121 2,098 2,085 2,078

3,802 3,744 3,687 3,626 3,573

85 86 84 82 78

50 49 48 47 44

21 21 20 20 19

6,971 7,054 7,535 7,657 7,706

3,517 3,581 3,779 3,824 3,835

3,454 3,472 3,756 3,832 3,871

31 31 31 30 28

41 42 41 40 37

73 87 88 85 83

(Continued)


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H1—Number and average monthly family benefit for selected family groups, December 1945–2014, selected years—Continued Survivor families

Retired-worker families Worker only Year

All

Men

Worker Women and wife a

Nondisabled widow only

Disabled-worker families

Widowed mother or father and— 3 or more 1 child 2 children children

Worker, wife, and—

Worker only All

Men

Women

b

2 or more 1 child children

Worker and spouse

Average monthly family benefit (dollars) 1945 1950 1955

23.50 42.20 59.10

24.50 44.60 64.60

19.50 34.80 49.80

38.50 71.70 103.50

20.20 36.50 48.70

34.10 76.90 106.80

47.70 93.90 135.40

50.40 92.40 133.20

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

... ... ...

1960 1965 1970 1975 1980

69.90 80.10 114.20 201.60 333.00

79.90 90.50 128.70 225.50 377.10

59.60 70.00 101.60 181.80 297.40

123.90 141.50 198.90 343.90 566.60

57.70 73.90 102.40 195.90 311.60

131.70 153.00 213.00 367.20 612.80

188.00 219.80 291.10 468.60 759.20

181.70 218.10 289.90 461.80 740.50

87.90 95.40 128.10 218.90 355.40

91.90 100.70 136.30 240.00 396.20

76.90 85.00 113.10 185.00 291.70

184.70 201.00 264.10 441.00 727.00

192.20 216.30 273.20 454.00 746.10

135.50 145.90 199.20 344.00 573.00

1985 1986 1987 1988 1989

465.80 475.20 499.20 522.70 552.10

531.80 542.60 570.40 597.20 630.70

412.00 420.10 440.80 461.70 487.40

813.90 831.30 873.30 914.10 965.60

434.30 444.90 468.70 493.60 522.80

829.60 841.70 882.10 921.80 967.80

981.50 994.00 1,032.30 1,070.40 1,120.00

924.90 939.80 968.90 1,012.90 1,064.60

466.90 470.70 491.60 512.20 539.30

523.10 527.80 552.00 576.10 607.10

374.60 377.40 392.60 409.50 431.20

898.10 896.90 929.40 960.20 1,009.40

895.20 888.30 918.30 938.40 971.90

765.00 773.30 815.50 855.40 903.70

1990 1991 1992 1993 1994

588.30 614.70 637.80 659.10 682.30

671.90 702.00 728.10 751.90 777.80

519.10 542.10 562.30 581.20 601.80

1,026.60 1,071.70 1,110.50 1,145.40 1,183.70

557.90 584.90 609.00 632.20 657.10

1,020.20 1,059.80 1,086.90 1,114.20 1,150.10

1,177.70 1,216.80 1,252.40 1,282.60 1,328.40

1,124.60 1,160.60 1,190.80 1,229.40 1,271.00

570.40 592.30 609.50 625.50 646.20

642.80 668.40 688.70 707.20 731.80

456.80 475.50 490.70 506.00 525.00

1,062.10 1,098.00 1,122.10 1,143.00 1,177.60

1,016.00 1,043.30 1,057.40 1,074.20 1,100.00

960.80 1,004.70 1,045.00 1,078.20 1,118.60

1995 1996 1997 1998 1999

704.80 730.00 750.20 765.10 789.80

803.00 831.10 853.70 870.50 898.60

621.80 644.20 663.10 676.40 697.70

1,220.60 1,262.10 1,294.60 1,317.70 1,356.80

681.60 708.70 733.20 750.90 776.60

1,184.50 1,222.50 1,250.30 1,277.00 1,325.40

1,365.50 1,450.60 1,502.60 1,537.70 1,590.40

1,299.80 1,347.20 1,358.00 1,393.20 1,446.30

667.60 690.60 708.00 720.00 741.20

757.40 785.30 806.60 820.20 844.50

544.80 566.00 583.60 597.40 618.50

1,205.50 1,245.90 1,280.20 1,300.40 1,344.90

1,130.90 1,148.50 1,165.90 1,189.40 1,224.20

1,159.90 1,200.60 1,238.50 1,261.90 1,295.30

2000 2001 2002 2003 2004

830.10 860.20 881.30 908.70 941.90

945.90 979.90 1,003.80 1,035.20 1,073.20

730.30 756.60 774.60 798.30 826.90

1,419.90 1,465.50 1,494.20 1,534.90 1,585.40

812.30 842.90 863.40 890.50 922.40

1,387.90 1,439.70 1,473.20 1,525.40 1,588.30

1,675.40 1,755.10 1,812.10 1,881.00 1,952.80

1,513.20 1,600.60 1,664.50 1,724.20 1,803.40

773.60 801.20 820.50 848.00 880.20

880.70 911.00 931.90 962.50 998.00

649.40 676.60 696.40 722.00 752.50

1,394.20 1,440.70 1,468.10 1,517.70 1,572.90

1,274.30 1,317.90 1,352.50 1,409.60 1,463.30

1,355.50 1,405.70 1,449.20 1,497.50 1,566.50

2005 2006 2007 2008 2009

989.00 1,031.30 1,065.90 1,140.20 1,153.40

1,126.80 1,174.70 1,213.50 1,297.40 1,312.40

868.30 905.70 936.20 1,001.90 1,013.70

1,660.30 1,726.10 1,775.90 1,894.30 1,912.90

969.10 1,009.80 1,042.40 1,114.20 1,125.20

1,663.30 1,737.10 1,791.90 1,910.50 1,939.80

2,061.30 2,146.70 2,221.10 2,371.80 2,403.30

1,885.40 1,980.80 2,051.10 2,187.80 2,212.40

923.20 961.10 987.40 1,045.20 1,058.40

1,045.60 1,089.10 1,116.90 1,179.70 1,187.80

792.80 827.00 853.10 907.20 923.80

1,652.00 1,722.20 1,775.80 1,879.20 1,908.80

1,540.90 1,599.90 1,655.60 1,752.60 1,778.40

1,668.50 1,743.80 1,796.60 1,911.80 1,953.50

2010 2011 2012 2013 2014

1,164.00 1,217.15 1,250.19 1,282.37 1,316.91

1,321.60 1,379.72 1,414.89 1,448.37 1,484.19

1,024.00 1,072.71 1,103.94 1,134.97 1,168.57

1,930.30 2,019.19 2,077.57 2,140.05 2,209.42

1,135.50 1,186.32 1,216.99 1,245.87 1,277.67

1,956.30 2,029.74 2,068.43 2,108.95 2,149.49

2,418.40 2,513.46 2,561.39 2,603.72 2,644.62

2,220.10 2,306.29 2,332.83 2,362.85 2,415.33

1,049.70 1,104.77 1,111.78 1,128.22 1,147.48

1,178.10 1,233.93 1,242.00 1,257.28 1,275.98

918.80 971.56 980.77 999.44 1,020.16

1,906.30 1,972.65 2,007.33 2,035.60 2,066.82

1,787.00 1,842.37 1,880.52 1,908.76 1,946.53

1,960.70 2,014.12 2,051.01 2,074.92 2,103.50

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1945–1984 are based on various sampling rates. Data for 1985–2005 are based on a 10 percent sample. All other years are 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Wife's entitlement based on age. b. Wife's entitlement based on care of children. CONTACT: (410) 965-0090 or [email protected].


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H2—Number, average primary insurance amount, and average monthly family benefit for selected family groups, December 2014 Number (thousands) Family group

Families

Beneficiaries


Average monthly family benefit (dollars)

Retired-worker families Worker only Men Full benefit Reduced benefit Women Full benefit Reduced benefit Worker and wife Full worker benefit Reduced worker benefit Worker and husband Worker and children Male worker Full worker benefit Reduced worker benefit Female worker Full worker benefit Reduced worker benefit Worker, wife, and children Worker, wife, and 1 child Full worker benefit Reduced worker benefit Worker, wife, and 2 or more children Full worker benefit Reduced worker benefit

36,294 17,057 5,050 12,007 19,236 4,832 14,405 2,078 767 1,311 96 446 372 111 261 74 21 53 84 70 23 47 14 4 10

36,294 17,057 5,050 12,007 19,236 4,832 14,405 4,162 1,537 2,626 193 973 813 241 573 159 45 115 273 210 68 142 62 19 43

1,373.52 1,665.70 1,723.53 1,641.38 1,114.43 1,206.00 1,083.72 1,669.82 1,714.21 1,643.85 1,065.75 1,563.77 1,626.02 1,697.73 1,595.58 1,251.63 1,285.51 1,238.21 1,677.53 1,688.35 1,731.78 1,667.49 1,624.23 1,719.77 1,581.07

1,316.91 1,484.19 1,767.03 1,365.23 1,168.57 1,364.29 1,102.93 2,209.42 2,512.70 2,032.02 1,482.09 2,176.09 2,260.23 2,586.00 2,121.92 1,754.23 1,987.83 1,661.74 2,747.26 2,747.97 3,057.98 2,599.05 2,743.74 3,182.11 2,545.72

1,528.52 1,465.28 1,570.23 1,433.48 1,381.25 1,489.16 1,481.99 1,458.59 1,438.59 1,520.61 1,395.39 1,165.63 1,170.53 1,166.27 1,104.51 1,396.08

1,273.71 1,362.61 1,215.08 2,208.61 2,253.27 2,161.00 723.69 2,339.55 2,149.49 2,644.62 2,415.33 1,062.89 851.85 1,736.25 1,864.63 1,308.35

1,151.67 1,281.46 1,023.08 1,737.88 1,240.78 1,316.74 1,130.00 1,361.05 1,397.72 1,322.95 1,175.76

1,147.48 1,275.98 1,020.16 2,103.50 1,788.43 1,920.18 1,596.28 2,008.42 2,066.82 1,946.53 1,691.53

Survivor families Nondisabled widow(er) only Full benefit Reduced benefit Nondisabled widow(er) and children Full benefit Reduced benefit Disabled widow(er) only Widowed mother or father and children 1 child 2 children 3 or more children Children only 1 child 2 children 3 or more children Parents

3,661 1,455 2,206 89 46 43 232 141 78 44 19 1,076 829 179 68 1

3,661 1,455 2,206 185 95 90 232 373 158 133 82 1,417 829 357 230 1 Disabled-worker families

Worker only Men Women Worker and spouse a Worker and children Male worker Female worker Worker, wife, and children 1 child 2 or more children Worker, husband, and children

7,706 3,835 3,871 83 1,099 652 447 62 28 37 2

7,706 3,835 3,871 165 2,781 1,662 1,119 246 83 171 8

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: The term "full benefit" applies to benefits not subject to actuarial reduction, and the term "reduced benefit" applies to benefits subject to actuarial reduction. Totals do not necessarily equal the sum of rounded components. a. Where the disabled worker's spouse is dually entitled as a retired worker, the benefit amount shown for the spouse represents the difference between the entitlement amount as a spouse and as a retired worker. CONTACT: (410) 965-0090 or [email protected].


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H3—Percentage distribution of retired-worker and disabled-worker families, by monthly benefit for selected family groups, December 2014 Retired worker only Monthly family benefit a (dollars)

Retired Retired worker, wife, and— 2 or more worker and 1 child children wife

Disabled worker only

Disabled worker, wife, and—

Men

Women

1 child

2 or more children

14,192 100.0

3,835,216 100.0

3,870,812 100.0

26,710 100.0

35,542 100.0

0.1 0.1 0.1 0.2 0.2 0.3 0.2

(L) 0.1 0.1 0.2 0.2 0.3 0.3

0.2 0.4 0.6 0.8 1.0 1.2 1.2

0.4 0.7 1.2 1.5 1.8 2.1 2.2

(L) (L) (L) (L) (L) (L) (L)

(L) (L) (L) (L) (L) (L) (L)

0.6 0.6 0.6 0.6 0.7

0.3 0.3 0.3 0.4 0.4

0.4 0.4 0.3 0.5 0.5

1.3 1.5 2.0 2.3 3.3

2.3 2.5 3.2 3.6 5.4

(L) (L) 0.1 0.2 0.3

(L) (L) 0.1 0.1 0.3

4.5 4.7 4.7 4.4 4.0

0.7 0.8 0.9 1.0 1.1

0.4 0.5 0.5 0.7 0.9

0.5 0.5 0.5 0.9 1.3

3.9 3.9 3.9 3.9 3.8

6.4 6.0 5.7 5.3 5.0

0.8 1.0 1.0 1.4 1.4

0.9 1.2 1.3 1.5 1.6

2.0 2.2 2.3 2.5 2.7

3.8 3.7 3.5 3.5 3.4

1.1 1.1 1.1 1.1 1.1

0.9 1.0 1.0 1.0 1.0

1.4 1.3 1.2 1.5 1.4

3.8 3.7 3.6 3.5 3.4

4.6 4.2 3.8 3.5 3.2

1.5 1.5 1.7 1.7 1.8

1.7 1.8 2.0 2.1 2.0

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

2.8 3.0 3.4 3.7 3.6

3.3 3.3 3.1 3.2 2.9

1.1 1.1 1.1 1.1 1.1

1.0 0.8 0.8 0.8 0.8

1.3 1.2 1.0 1.1 0.9

3.2 3.1 3.0 2.8 2.7

2.8 2.5 2.3 2.0 1.8

1.8 2.0 2.1 2.1 2.1

2.2 2.1 2.2 2.4 2.2

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

3.9 4.3 4.3 4.1 4.0

2.7 2.7 2.4 2.2 2.0

1.2 1.2 1.3 1.3 1.4

0.8 0.7 0.7 0.8 0.9

0.9 1.0 1.0 1.1 1.0

2.6 2.4 2.3 2.1 2.1

1.6 1.4 1.2 1.1 1.0

2.2 2.3 3.0 3.3 2.9

2.4 2.7 3.2 3.5 3.7

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

3.7 3.2 2.7 2.3 2.1

1.8 1.5 1.3 1.1 1.0

1.4 1.5 1.6 1.7 1.8

0.9 0.8 0.9 0.9 0.9

1.0 1.1 1.0 0.8 1.0

1.9 1.8 1.6 1.5 1.4

0.9 0.8 0.7 0.7 0.6

2.8 2.8 2.8 2.6 2.8

3.4 3.5 3.2 3.0 2.7

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00–2,249.90

2.0 1.9 1.7 1.6 1.4

0.9 0.8 0.7 0.6 0.5

2.2 2.5 2.6 2.5 2.5

1.0 1.0 1.0 1.2 1.2

1.0 0.8 1.0 1.0 1.2

1.7 1.9 1.7 1.4 1.2

0.7 0.7 0.6 0.5 0.4

2.5 2.2 2.3 2.1 2.0

2.7 2.7 2.3 2.2 2.0

Men

Women

17,057,389 100.0

19,236,231 100.0

2,077,835 100.0

69,850 100.0

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

0.8 0.7 0.8 0.8 0.8 0.8 0.7

0.9 0.6 0.8 0.8 0.9 1.0 1.1

0.5 0.3 0.4 0.5 0.6 0.6 0.7

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

0.8 1.1 1.3 1.4 1.5

1.3 2.1 2.7 3.4 4.1

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

1.6 1.6 1.7 1.8 1.9

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90


(Continued)


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H3—Percentage distribution of retired-worker and disabled-worker families, by monthly benefit for selected family groups, December 2014—Continued Retired worker only Monthly family benefit (dollars)

a

Retired Retired worker, wife, and— 2 or more worker and 1 child children wife

Disabled worker, wife, and—

Men

Women

1 child

2 or more children

1.0 1.0 1.3 1.2 1.5

1.0 0.8 0.7 0.6 0.5

0.3 0.2 0.2 0.1 0.1

2.1 1.8 1.7 1.7 1.7

2.0 1.8 1.5 1.6 1.4

1.9 2.0 2.0 2.2 2.2

1.5 1.6 1.6 1.6 1.7

0.4 0.3 0.2 0.1 (L)

0.1 0.1 (L) (L) (L)

1.4 1.7 1.4 1.3 1.2

1.3 1.2 1.2 1.0 1.1

1.9 1.7 1.6 1.5 1.4

2.2 2.3 2.2 2.0 2.1

1.8 1.9 1.8 1.5 1.5

(L) (L) (L) (L) (L)

(L) (L) (L) (L) (L)

1.1 1.1 1.2 1.1 1.1

0.9 0.8 0.8 0.7 0.7

(L) (L) (L) (L) (L) (L) (L)

1.4 1.3 1.2 1.1 1.0 1.0 11.4

2.1 2.1 2.2 2.1 2.1 1.9 30.3

1.6 1.6 1.8 1.8 1.9 1.7 32.9

(L) (L) (L) (L) (L) (L) (L)

(L) (L) (L) (L) (L) (L) (L)

1.3 1.3 1.2 1.2 1.1 0.8 8.4

0.8 1.0 1.0 0.9 0.8 0.7 5.7

1,168.57

2,209.42

2,747.97

2,743.74

1,275.98

1,020.16

2,078.03

1,956.10

Men

Women

2,250.00–2,299.90 2,300.00–2,349.90 2,350.00–2,399.90 2,400.00–2,449.90 2,450.00–2,499.90

1.3 1.1 1.0 0.9 0.8

0.4 0.3 0.3 0.2 0.2

2.6 2.5 2.5 2.5 2.5

1.3 1.3 1.4 1.6 1.8

2,500.00–2,549.90 2,550.00–2,599.90 2,600.00–2,649.90 2,650.00–2,699.90 2,700.00–2,749.90

0.8 0.7 0.7 0.4 0.1

0.2 0.1 0.1 0.1 (L)

2.5 2.4 2.3 2.2 2.0

2,750.00–2,799.90 2,800.00–2,849.90 2,850.00–2,899.90 2,900.00–2,949.90 2,950.00–2,999.90

0.1 0.1 0.1 0.1 0.1

(L) (L) (L) (L) (L)

3,000.00–3,049.90 3,050.00–3,099.90 3,100.00–3,149.90 3,150.00–3,199.90 3,200.00–3,249.90 3,250.00–3,299.90 3,300.00 or more

(L) (L) (L) (L) (L) (L) 0.2 1,484.19


Disabled worker only

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. (L) = less than 0.05 percent. a. Cases involving actuarial reduction may be represented in all benefit intervals for which values are shown. CONTACT: (410) 965-0090 or [email protected].


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H4—Percentage distribution of survivor families, by monthly benefit for selected family groups, December 2014 Widowed mother or father and—

Children only

Widow only

1 child

2 children

3 or more children

78,335 100.0

44,190 100.0

18,576 100.0

829,402 100.0

178,708 100.0

68,229 100.0

3,572,898 100.0

216,464 100.0

Less than 200.00 200.00–249.90 250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

0.1 0.1 0.1 0.2 0.2 0.3 0.3

(L) (L) 0.1 0.1 0.2 0.2 0.3

(L) (L) 0.1 0.3 0.3 0.3 0.4

2.4 1.6 1.8 1.9 1.9 4.4 3.3

0.1 0.1 0.3 0.6 0.8 0.9 1.0

0.1 0.1 0.4 0.7 0.9 1.1 1.2

0.8 0.4 0.5 0.7 0.8 0.9 1.1

8.3 3.3 3.5 4.0 3.9 4.1 4.2

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

0.4 0.4 0.4 0.5 0.5

0.3 0.3 0.3 0.4 0.3

0.5 0.5 0.4 0.6 0.6

4.0 5.7 5.7 5.5 5.3

1.0 1.0 1.1 1.4 1.2

1.3 1.2 1.3 1.5 1.3

1.3 1.6 1.8 1.9 2.0

4.7 5.1 4.9 4.7 4.6

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

0.5 0.6 0.6 0.7 0.7

0.4 0.4 0.4 0.5 0.5

0.6 0.5 0.5 0.8 0.6

5.3 5.3 5.2 4.5 4.4

1.2 1.3 1.2 1.4 1.3

1.4 1.4 1.4 1.4 1.5

2.2 2.4 2.6 2.7 3.1

4.4 4.3 4.0 3.6 3.3

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

0.8 1.1 1.6 1.8 1.9

0.6 0.8 1.4 1.4 1.5

0.8 1.0 2.0 2.3 2.3

3.9 3.6 3.3 3.1 2.8

1.5 1.9 3.3 3.4 3.4

1.4 1.9 3.7 3.6 3.7

3.3 3.5 3.8 4.2 4.7

3.0 2.7 2.4 2.2 2.0

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

2.0 2.1 2.0 2.1 2.2

1.7 1.5 1.6 1.8 1.6

2.3 2.5 2.1 2.4 2.2

2.5 2.2 1.6 1.3 1.1

3.4 3.2 3.0 2.9 2.8

3.6 3.2 3.2 2.9 2.8

4.9 4.7 4.5 4.6 4.4

1.8 1.5 1.2 1.3 1.6

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

2.4 2.2 2.4 2.4 2.4

1.6 1.2 1.0 1.1 1.3

2.3 1.5 1.4 1.4 1.3

1.2 1.2 0.9 0.7 0.6

2.9 2.6 2.6 2.5 2.3

2.4 1.8 1.4 1.4 1.4

3.9 3.5 3.3 3.0 2.9

1.4 1.1 0.9 0.6 0.5

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

2.5 2.3 2.3 2.3 2.4

1.2 1.2 1.4 1.3 1.3

1.3 1.3 1.3 1.2 1.2

0.5 0.4 0.4 0.3 0.2

2.2 2.2 2.1 2.0 1.9

1.3 1.4 1.4 1.3 1.2

2.4 2.0 1.6 1.3 1.1

0.4 0.3 0.1 (L) (L)

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00–2,149.90 2,150.00–2,199.90 2,200.00–2,249.90

2.3 2.2 2.1 2.0 2.0

1.4 1.3 1.3 1.5 1.2

1.3 1.3 1.3 1.2 1.3

0.1 (L) (L) (L) (L)

1.7 1.7 1.6 1.5 1.5

1.2 1.1 1.3 1.1 1.1

0.9 0.8 0.6 0.5 0.5

(L) (L) (L) (L) (L)

Monthly family benefit (dollars) Total Number Percent

1 child

2 children

3 or more children

Nondisabled

Disabled

(Continued)


5.H OASDI Current-Pay Benefits: Beneficiary Families Table 5.H4—Percentage distribution of survivor families, by monthly benefit for selected family groups, December 2014—Continued Widowed mother or father and—

Children only

Widow only

1 child

2 children

3 or more children

2,250.00–2,299.90 2,300.00–2,349.90 2,350.00–2,399.90 2,400.00–2,449.90 2,450.00–2,499.90

1.9 1.9 1.8 1.7 1.7

1.4 1.4 1.3 1.4 1.3

1.3 1.3 1.3 1.3 1.3

(L) (L) (L) (L) (L)

1.4 1.3 1.2 1.2 1.1

1.1 1.0 1.0 1.0 0.9

0.4 0.3 0.3 0.2 0.2

(L) (L) (L) (L) (L)

2,500.00–2,549.90 2,550.00–2,599.90 2,600.00–2,649.90 2,650.00–2,699.90 2,700.00–2,749.90

1.5 1.6 1.5 1.4 1.5

1.2 1.4 1.3 1.3 1.3

1.1 1.3 1.3 1.1 1.1

(L) (L) (L) (L) (L)

1.0 1.0 0.9 0.9 0.8

0.9 0.9 0.9 0.8 0.8

0.1 0.1 0.1 0.1 (L)

(L) (L) (L) (L) (L)

2,750.00–2,799.90 2,800.00–2,849.90 2,850.00–2,899.90 2,900.00–2,949.90 2,950.00–2,999.90

1.3 1.2 1.1 1.2 1.2

1.6 1.9 2.2 2.1 1.9

1.4 1.7 1.7 1.7 1.7

(L) (L) (L) (L) (L)

0.7 0.7 0.6 0.6 0.6

1.0 1.0 1.2 1.2 1.0

(L) (L) (L) (L) (L)

(L) (L) (L) (L) (L)

3,000.00–3,049.90 3,050.00–3,099.90 3,100.00–3,149.90 3,150.00–3,199.90 3,200.00–3,249.90 3,250.00–3,299.90 3,300.00 or more

1.5 1.6 1.6 1.3 1.3 1.2 10.5

1.9 1.8 1.7 1.6 1.5 1.4 29.0

1.8 1.5 1.3 1.3 1.3 1.2 23.2

(L) (L) (L) 0.8 (L) (L) (L)

0.7 0.8 0.8 0.8 0.7 0.6 5.2

1.0 1.0 0.9 (L) 0.8 0.6 11.2

(L) (L) (L) (L) (L) (L) 0.1

(L) (L) (L) (L) (L) (L) (L)

2,149.49

2,644.62

2,415.33

851.85

1,736.25

1,864.63

1,277.67

737.27

Monthly family benefit (dollars)


SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. (L) = less than 0.05 percent. CONTACT: (410) 965-0090 or [email protected].


1 child

2 children

3 or more children

Nondisabled

Disabled

5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J1—Estimated total annual benefits paid, by state or other area and program, 2014 (in millions of dollars) Total, OASDI

Retirement

Survivors

Disability

848,243

592,578

114,043

141,622


15,314 1,215 17,722 9,113 78,795

9,402 851 13,049 5,743 57,114

2,209 166 2,118 1,240 10,172

3,703 198 2,555 2,130 11,509


11,449 10,417 2,973 1,058 60,672

8,305 7,838 2,164 732 44,652

1,447 1,232 351 125 7,178

1,697 1,347 458 201 8,842


23,702 3,613 4,285 32,186 19,337

16,003 2,838 3,068 22,880 13,298

3,185 399 544 4,619 2,720

4,514 376 673 4,687 3,319


8,971 7,741 13,054 11,499 4,362

6,546 5,521 7,812 6,829 2,954

1,262 1,057 1,999 2,244 533

1,163 1,163 3,243 2,426 875


14,133 17,908 32,591 14,317 8,583

10,209 12,505 22,274 10,586 5,293

1,807 2,147 4,464 1,743 1,274

2,117 3,256 5,853 1,988 2,016


17,726 2,930 4,699 6,852 4,256

11,913 2,122 3,421 5,019 3,019

2,399 393 648 781 448

3,414 415 630 1,052 789


25,141 5,366 52,284 27,935 1,726

18,533 3,680 37,370 19,441 1,231

3,067 717 6,416 3,255 290

3,541 969 8,498 5,239 205


32,669 10,494 11,595 40,805 3,146

22,038 6,985 8,493 28,600 2,222

5,231 1,565 1,405 5,708 348

5,400 1,944 1,697 6,497 576


14,961 2,265 19,401 53,527 5,289

10,260 1,669 12,896 36,214 3,805

1,819 315 2,619 8,351 725

2,882 281 3,886 8,962 759


2,009 20,679 18,391 6,608 17,119 1,481

1,438 14,643 13,351 3,951 12,448 1,079

234 2,653 2,206 1,134 2,137 197

337 3,383 2,834 1,523 2,534 205

State or area All areas

(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J1—Estimated total annual benefits paid, by state or other area and program, 2014 (in millions of dollars)—Continued Total, OASDI

Retirement

Survivors

Disability

Outlying areas American Samoa Guam Northern Mariana Islands Puerto Rico U.S. Virgin Islands

55 156 21 8,518 269

24 100 12 4,619 210

14 33 6 1,303 32

17 23 3 2,596 27

Foreign countries

4,845

3,299

1,353

193

27

19

5

3

State or area

Unknown

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. NOTES: Unnegotiated checks are not deducted. Excludes lump-sum death payments. Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J2—Number of beneficiaries, by state or other area, program, and type of benefit, December 2014 Retirement Total

Retired workers

Spouses

59,007,158

39,008,771

2,303,480


1,095,925 89,047 1,207,102 673,193 5,538,810

631,443 59,221 849,142 399,334 3,804,073


794,937 654,533 192,187 79,716 4,223,274


Survivors Children

Widow(er)s and parents

635,496

4,236,220

33,748 2,696 44,447 18,584 273,455

11,553 1,803 12,490 6,818 73,857

552,118 469,331 134,871 52,477 2,977,966

31,802 20,805 5,513 1,902 149,451

1,676,778 251,591 306,264 2,155,290 1,286,099

1,079,189 189,864 208,370 1,463,959 837,039

616,301 521,955 954,284 854,211 325,496


Disability Children

Disabled workers

Spouses

Children

1,892,099

8,954,518

148,955

1,827,619

84,463 5,246 76,677 48,324 376,501

42,968 4,584 35,016 25,326 160,382

236,857 12,641 156,217 140,453 709,509

3,922 184 2,478 2,276 12,586

50,971 2,672 30,635 32,078 128,447

7,435 7,095 1,526 770 42,864

52,182 39,769 11,903 4,640 271,000

23,121 18,641 5,773 3,345 108,169

107,158 81,799 27,404 14,732 560,856

1,316 793 261 31 8,352

19,805 16,300 4,936 1,819 104,616

47,566 8,390 11,520 81,702 41,380

18,365 3,797 3,281 23,918 12,286

116,028 15,197 19,779 160,955 93,791

65,650 6,219 9,015 72,434 45,513

285,394 23,174 43,820 289,730 208,645

4,397 431 842 4,508 3,211

60,189 4,519 9,637 58,084 44,234

431,181 353,737 536,540 471,272 209,810

21,503 17,085 35,385 43,671 10,459

5,799 5,156 8,867 10,183 3,013

46,080 36,920 79,977 88,547 20,954

18,064 17,330 36,327 42,963 8,350

78,016 75,123 208,016 157,558 59,093

925 931 4,880 3,977 788

14,733 15,673 44,292 36,040 13,029

936,372 1,224,469 2,121,776 965,018 640,772

647,917 806,825 1,363,480 680,724 371,473

30,566 40,721 77,257 32,364 16,814

8,930 12,736 22,748 9,200 8,182

61,429 75,031 152,275 61,904 48,758

31,971 34,201 69,268 25,765 30,460

130,696 205,642 353,522 127,364 132,596

1,021 1,854 6,337 1,273 2,346

23,842 47,459 76,889 26,424 30,143


1,246,269 212,535 326,078 475,811 283,983

796,376 148,405 226,858 338,621 190,433

37,599 7,671 11,409 14,540 7,719

11,613 2,341 2,947 4,912 2,401

87,551 14,672 23,707 27,804 15,256

43,428 6,470 9,821 13,490 6,815

222,218 27,807 42,347 64,243 48,091

3,060 490 431 801 426

44,424 4,679 8,558 11,400 12,842


1,568,016 399,987 3,482,978 1,948,531 124,372

1,100,899 257,667 2,345,599 1,299,071 85,385

54,459 16,593 133,868 47,298 5,611

17,514 4,285 43,068 17,887 1,040

101,724 27,724 226,428 120,801 11,372

44,822 14,942 98,764 62,953 4,227

203,208 64,694 516,900 332,173 14,048

2,868 1,211 8,251 4,527 167

42,522 12,871 110,100 63,821 2,522


2,267,508 749,794 798,156 2,722,892 216,029

1,446,106 472,916 561,330 1,814,793 145,063

97,288 25,142 28,450 98,167 5,095

20,290 7,653 8,569 23,867 2,296

195,124 58,457 51,823 206,941 12,256

77,729 29,452 19,104 79,732 5,772

356,270 127,712 109,329 409,608 37,422

5,980 2,264 1,885 6,356 272

68,721 26,198 17,666 83,428 7,853


1,040,971 165,499 1,371,562 3,842,249 365,730

683,006 117,284 860,375 2,424,311 244,753

26,563 5,860 42,186 192,408 17,661

9,988 1,401 13,221 43,722 4,659

68,220 12,460 99,456 319,026 22,946

35,599 5,280 49,700 146,986 15,341

179,872 19,250 252,231 574,012 47,947

2,653 187 4,255 12,073 796

35,070 3,777 50,138 129,711 11,627


140,634 1,415,661 1,230,039 464,823 1,153,149 101,296

94,631 950,681 844,816 258,928 802,537 71,052

4,587 49,977 48,667 23,636 33,824 3,423

1,441 13,707 13,052 4,709 11,176 877

8,640 97,874 78,141 45,053 74,661 6,764

3,569 44,186 31,697 17,128 32,790 3,469

22,600 212,945 179,192 93,837 161,894 13,170

248 3,297 2,526 3,355 2,095 188

4,918 42,994 31,948 18,177 34,172 2,353


6,169 16,136 2,650 845,860 21,366

2,223 9,435 1,389 435,569 15,570

208 1,035 123 61,400 973

301 615 189 11,975 442

598 1,447 301 77,656 1,343

816 1,348 307 29,765 800

1,318 1,618 254 179,266 1,710

54 66 13 7,647 51

651 572 74 42,582 477

Foreign countries

613,101

379,998

101,170

10,650

91,413

14,905

11,151

540

3,274

1,924

1,335

84

16

251

37

166

2

33



Unknown

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. CONTACT: (410) 965-0090 or [email protected].


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J3—Number and total monthly benefits of beneficiaries aged 65 or older, by state or other area and sex, December 2014 Number


Total

Men

Women

Total

Men

Women

42,084,088

18,585,736

23,498,352

55,047,928

27,909,619

27,138,309


686,381 61,001 891,977 430,170 4,126,722

294,803 30,732 407,572 188,763 1,865,084

391,578 30,269 484,405 241,407 2,261,638

882,467 76,853 1,198,376 536,837 5,302,141

442,441 43,985 625,262 270,995 2,710,053

440,025 32,868 573,114 265,842 2,592,088


588,137 502,510 140,660 55,934 3,145,869

268,888 217,315 61,953 23,423 1,414,853

319,249 285,195 78,707 32,511 1,731,016

768,923 727,279 198,941 68,684 4,118,264

407,115 361,349 100,212 31,421 2,108,740

361,808 365,930 98,730 37,263 2,009,524


1,124,078 197,122 218,849 1,580,059 889,217

485,728 87,868 102,021 688,388 383,786

638,350 109,254 116,828 891,671 505,431

1,466,292 256,758 281,047 2,129,223 1,227,053

733,576 126,168 151,776 1,068,197 615,520

732,716 130,589 129,271 1,061,025 611,533

462,369 379,144 596,915 553,876 225,169

201,158 165,518 263,087 244,579 101,789

261,211 213,626 333,828 309,297 123,380

607,712 513,913 741,851 671,549 276,221

307,501 259,103 381,456 353,566 143,676

300,211 254,809 360,395 317,983 132,545

691,432 881,566 1,444,274 718,415 397,660

297,258 382,542 634,781 319,101 170,897

394,174 499,024 809,493 399,314 226,763

948,569 1,180,780 2,027,245 970,612 492,632

461,946 588,961 1,031,222 497,690 244,750

486,623 591,819 996,023 472,922 247,882

850,555 155,936 246,345 348,360 199,935

372,813 73,565 107,006 167,417 90,290

477,742 82,371 139,339 180,943 109,645

1,106,157 194,879 322,039 457,547 278,679

561,206 105,079 162,122 247,252 145,024

544,951 89,800 159,917 210,295 133,654


1,180,551 276,893 2,527,345 1,341,149 95,700

501,635 126,459 1,080,556 577,039 42,493

678,916 150,434 1,446,789 764,110 53,207

1,714,712 339,777 3,449,181 1,770,702 117,605

830,251 177,044 1,663,393 875,137 61,075

884,460 162,734 1,785,788 895,565 56,530


1,605,105 514,038 587,430 1,968,219 153,349

703,178 225,441 265,864 841,643 65,538

901,927 288,597 321,566 1,126,576 87,811

2,086,716 656,496 777,270 2,670,235 205,585

1,071,238 330,584 401,980 1,321,761 100,646

1,015,478 325,912 375,290 1,348,473 104,939


708,065 125,947 915,988 2,701,705 264,139

310,507 57,324 399,683 1,212,758 120,389

397,558 68,623 516,305 1,488,947 143,750

939,201 155,470 1,194,735 3,433,522 351,895

477,564 82,027 602,672 1,795,258 189,331

461,637 73,443 592,063 1,638,263 162,564


100,492 1,017,990 900,203 300,151 834,233 74,458

45,542 442,175 407,567 133,475 370,335 35,012

54,950 575,815 492,636 166,676 463,898 39,446

132,653 1,360,259 1,234,357 382,220 1,130,251 98,925

68,357 681,033 640,729 198,775 579,220 53,992

64,296 679,225 593,628 183,445 551,031 44,932


Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire

(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J3—Number and total monthly benefits of beneficiaries aged 65 or older, by state or other area and sex, December 2014—Continued Number


Total

Men

Women

Total

Men

Women


2,539 10,376 1,431 529,241 16,231

1,216 5,024 759 236,266 7,628

1,323 5,352 672 292,975 8,603

2,169 9,026 1,018 444,436 18,457

1,185 4,997 619 226,136 9,631

984 4,028 399 218,301 8,826

Foreign countries

538,826

256,506

282,320

339,535

176,600

162,935

1,657

746

911

2,000

1,018

982

State or area

Unknown

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. NOTE: Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J4—Total monthly benefits, by state or other area, program, and type of benefit, December 2014 (in thousands of dollars) Retirement State or area All areas

Total

Retired workers

Spouses

Survivors Children


Disability Children

Disabled workers

Spouses

Children

71,693,353

51,826,267

1,550,839

411,405

5,212,795

1,571,821

10,435,524

46,852

637,848


1,276,223 103,133 1,517,597 761,036 6,701,027

823,373 74,885 1,151,231 504,047 4,971,892

23,474 1,823 31,269 12,098 174,226

7,769 1,052 7,984 4,286 46,479

97,577 6,209 97,841 54,543 467,517

33,776 3,728 28,882 19,215 138,705

271,434 14,511 188,778 155,919 849,092

1,228 53 794 624 4,235

17,593 871 10,818 10,304 48,881


977,802 885,983 254,374 89,987 5,190,945

729,047 685,515 192,052 64,809 3,934,274

23,289 16,760 4,322 1,493 100,867

4,988 4,940 1,083 493 27,063

66,154 55,495 15,998 4,991 340,571

20,177 17,456 5,034 2,408 88,299

126,656 99,133 33,934 15,189 660,234

417 263 81 11 2,603

7,074 6,420 1,871 592 37,034


2,006,085 310,833 365,258 2,707,116 1,626,829

1,414,361 249,659 269,559 1,992,822 1,164,483

33,754 5,545 8,021 58,671 31,012

11,997 2,456 2,110 15,921 8,522

137,785 18,365 24,938 210,800 123,396

52,602 5,419 7,558 62,626 38,426

333,487 27,647 49,817 344,156 244,866

1,257 130 243 1,446 1,021

20,842 1,612 3,011 20,673 15,103


758,169 653,569 1,081,642 944,524 368,682

573,066 483,719 680,486 585,536 259,403

15,231 12,785 22,957 28,784 7,195

3,767 3,442 5,620 6,247 1,843

59,233 48,188 90,825 101,083 24,797

15,306 14,371 28,188 32,427 6,871

86,519 85,621 236,818 177,395 64,121

257 284 1,614 1,342 235

4,791 5,160 15,134 11,709 4,217


1,203,106 1,517,385 2,736,513 1,220,801 714,962

898,988 1,093,577 1,939,179 930,821 464,890

23,497 30,809 57,972 24,005 11,087

6,235 8,408 16,197 6,034 5,072

79,283 96,781 203,774 80,706 53,289

28,064 30,719 60,962 22,722 22,491

157,549 239,183 429,633 147,340 147,564

351 584 2,076 373 667

9,140 17,324 26,722 8,800 9,902


1,487,510 248,665 397,847 588,318 363,341

1,042,768 186,555 299,863 445,161 266,797

26,800 5,142 8,152 9,840 6,237

7,547 1,396 1,939 3,109 1,673

107,852 18,137 30,179 35,228 20,328

34,332 5,146 8,206 11,658 6,354

252,491 30,630 46,663 78,886 57,310

898 136 121 268 129

14,823 1,523 2,724 4,169 4,513


2,134,807 453,482 4,421,858 2,375,750 144,728

1,620,508 321,549 3,256,080 1,724,255 107,356

40,914 10,575 92,450 34,278 3,642

12,347 2,519 28,848 11,908 643

139,346 31,792 292,159 143,751 13,702

42,698 10,934 88,086 50,631 3,386

260,014 71,762 620,187 386,925 15,165

964 363 2,723 1,299 45

18,016 3,987 41,325 22,705 788


2,725,919 877,523 990,560 3,432,758 266,541

1,908,590 610,127 746,405 2,496,084 195,444

68,509 17,130 20,592 72,783 3,717

13,307 4,848 5,617 16,359 1,472

246,681 70,109 67,206 269,338 15,714

63,369 23,031 16,586 68,496 4,940

401,323 143,271 127,245 478,597 42,479

1,901 681 585 2,008 75

22,240 8,328 6,324 29,093 2,700


1,272,517 192,240 1,633,490 4,502,644 449,903

911,359 146,815 1,133,787 3,146,727 330,222

19,460 3,864 29,951 127,129 13,472

6,726 826 8,877 26,890 3,007

80,261 14,748 117,323 380,287 30,148

28,435 3,955 38,755 118,667 13,259

212,767 20,827 286,694 656,790 55,703

785 44 1,226 3,782 257

12,723 1,161 16,876 42,371 3,834


170,863 1,758,795 1,572,324 544,609 1,454,566 126,060

126,180 1,287,629 1,171,379 339,834 1,096,219 95,090

3,406 37,102 36,664 15,666 24,753 2,513

943 9,366 8,852 3,063 7,486 602

10,780 120,430 103,644 53,868 98,168 8,771

3,059 37,738 28,136 13,614 28,423 2,934

24,787 249,879 211,413 110,899 187,659 15,261

69 1,081 828 1,278 587 62

1,638 15,570 11,407 6,387 11,270 826 (Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J4—Total monthly benefits, by state or other area, program, and type of benefit, December 2014 (in thousands of dollars)—Continued Retirement Total

Retired workers

Spouses


4,276 12,954 1,651 696,181 23,078

1,944 8,446 983 386,891 18,182

Foreign countries

391,758 2,255

State or area

Unknown

Survivors Children


78 435 44 25,495 549

113 257 67 5,407 261

263,685

28,503

1,679

49

Disability Children

Disabled workers

Spouses

Children

432 1,183 181 59,875 1,338

409 807 161 17,405 558

1,153 1,659 197 185,741 2,018

12 15 2 2,225 18

134 152 16 13,142 154

5,112

69,416

11,191

12,338

195

1,318

10

281

29

194

1

12



5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J5—Number of beneficiaries, by state or other area and age, December 2014 State or area All areas

Total, all ages

17 or under

90–99

100 or older

59,007,158 3,166,375 5,056,571 3,555,623 5,144,501 13,087,835 10,622,827 7,462,009 5,316,455 3,485,915 2,048,835

60,212

18–54

55–61

62–64

65–69

70–74

75–79

80–84

85–89


1,095,925 89,047 1,207,102 673,193 5,538,810

78,939 7,396 60,708 48,706 262,667

130,043 7,564 84,749 79,540 388,370

94,475 4,850 61,326 54,058 289,575

106,087 8,236 108,342 60,719 471,476

226,404 22,478 283,947 137,531 1,277,898

175,339 17,368 235,245 111,284 1,043,066

124,264 9,976 161,104 78,437 725,543

84,324 6,089 108,362 53,490 516,546

49,671 3,355 65,946 31,631 342,622

25,582 1,684 36,478 17,246 214,731

797 51 895 551 6,316


794,937 654,533 192,187 79,716 4,223,274

39,012 28,579 8,905 4,159 194,157

58,697 49,011 14,687 8,293 295,593

41,492 31,501 11,021 5,739 227,636

67,599 42,932 16,914 5,591 360,019

193,404 141,081 44,895 15,474 938,288

151,822 123,183 37,080 14,596 800,928

100,396 85,889 24,841 10,029 575,772

70,173 67,618 17,373 7,145 408,982

44,804 50,040 10,251 4,973 266,869

26,787 33,562 6,047 3,544 150,887

751 1,137 173 173 4,143


1,676,778 251,591 306,264 2,155,290 1,286,099

110,101 11,291 16,562 105,915 73,404

157,387 13,442 25,388 170,036 119,965

116,044 9,124 16,516 118,049 83,893

169,168 20,612 28,949 181,231 119,620

390,790 59,577 71,304 470,091 280,243

295,643 48,209 57,290 391,471 221,509

194,271 32,272 38,947 282,341 156,993

126,902 25,181 25,833 205,368 111,733

74,492 19,101 15,942 141,236 74,566

40,724 12,411 9,291 86,835 42,999

1,256 371 242 2,717 1,174

616,301 521,955 954,284 854,211 325,496

25,370 27,805 65,484 63,889 16,884

46,715 43,750 116,032 94,904 35,870

30,564 29,589 82,976 64,842 20,999

51,283 41,667 92,877 76,700 26,574

133,104 112,863 197,775 178,598 70,654

108,620 91,275 151,118 140,138 56,130

83,450 66,881 106,452 99,502 39,483

63,603 51,079 72,516 69,487 28,717

44,527 34,757 44,361 43,035 18,945

28,151 21,609 24,040 22,482 10,966

914 680 653 634 274


936,372 1,224,469 2,121,776 965,018 640,772

48,619 65,261 118,171 42,019 50,699

73,664 128,386 199,997 76,460 74,260

50,567 72,762 144,135 47,161 54,802

72,090 76,494 215,199 80,963 63,351

211,173 250,330 457,729 215,653 132,405

178,787 216,777 357,636 177,167 99,811

121,307 151,645 249,297 126,916 72,158

86,022 118,763 180,640 92,749 48,206

57,814 86,590 124,701 63,869 29,229

35,260 55,784 72,351 40,805 15,302

1,069 1,677 1,920 1,256 549


1,246,269 212,535 326,078 475,811 283,983

72,053 9,950 15,005 24,351 16,503

124,785 15,121 24,978 33,147 30,444

88,589 11,077 15,970 25,495 16,154

110,287 20,451 23,780 44,458 20,947

259,987 50,542 70,655 118,763 63,586

214,602 40,108 58,844 96,245 50,910

152,779 27,338 44,334 62,772 33,945

110,409 18,500 34,407 38,317 24,824

70,481 12,071 23,370 21,480 16,536

41,079 7,159 14,322 10,562 9,844

1,218 218 413 221 290


1,568,016 399,987 3,482,978 1,948,531 124,372

74,926 24,995 173,370 105,928 5,146

115,859 36,591 299,499 177,315 8,454

80,801 24,404 200,549 133,434 5,413

115,879 37,104 282,215 190,705 9,659

346,452 91,078 753,814 444,635 27,123

290,787 71,480 618,520 344,983 21,973

206,465 49,355 444,914 234,729 17,034

157,199 33,641 331,777 160,997 13,628

110,424 20,050 231,087 99,330 9,669

67,158 11,003 142,223 54,938 6,052

2,066 286 5,010 1,537 221


2,267,508 749,794 798,156 2,722,892 216,029

114,741 47,992 31,736 129,744 11,151

207,484 71,515 58,409 235,266 21,433

143,532 51,356 43,597 161,189 14,134

196,646 64,893 76,984 228,474 15,962

487,082 160,275 193,007 578,881 44,728

388,474 132,377 150,913 470,732 36,473

287,659 94,269 99,332 345,626 25,490

211,023 65,748 68,192 266,721 20,240

145,024 39,551 46,034 191,106 15,803

83,634 21,238 29,133 112,119 10,316

2,209 580 819 3,034 299


1,040,971 165,499 1,371,562 3,842,249 365,730

59,715 7,291 84,217 248,169 24,838

94,472 11,400 140,084 332,850 30,554

74,001 7,384 100,317 225,996 17,531

104,718 13,477 130,956 333,529 28,668

242,131 37,465 303,737 875,981 82,047

187,433 30,426 238,538 705,227 69,091

123,229 22,068 163,007 478,934 48,080

80,913 16,824 109,551 329,775 33,485

47,329 11,529 65,186 199,411 20,658

26,313 7,355 34,967 109,351 10,555

717 280 1,002 3,026 223


140,634 1,415,661 1,230,039 464,823 1,153,149 101,296

6,850 73,904 54,823 27,528 52,479 5,116

14,012 119,225 99,222 50,003 97,140 7,418

7,892 84,335 69,441 38,877 61,968 5,180

11,388 120,207 106,350 48,264 107,329 9,124

32,097 322,682 294,238 99,702 256,140 24,290

25,892 265,347 234,023 74,023 200,849 19,268

16,967 180,861 151,964 53,975 146,446 13,215

12,278 124,089 104,617 36,676 108,982 8,868

8,149 78,411 69,421 23,557 75,043 5,636

4,971 45,337 44,647 11,927 45,453 3,085

138 1,263 1,293 291 1,320 96


(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J5—Number of beneficiaries, by state or other area and age, December 2014—Continued State or area

Total, all ages

17 or under

18–54

55–61

62–64

65–69

70–74

75–79

80–84

85–89

90–99

100 or older


6,169 16,136

1,641 2,234

690 1,267

667 659

632 1,600

1,042 3,761

703 2,656

461 2,025

204 1,154

95 562

34 218

0 0

2,650 845,860 21,366

502 59,956 1,338

264 93,675 1,107

125 74,317 737

328 88,671 1,953

619 168,453 5,676

350 134,361 4,819

269 100,425 2,907

132 66,343 1,634

42 37,001 754

(X) 21,724 (X)

(X) 934 (X)

Foreign countries

613,101

23,428

10,000

6,736

34,111

133,328

140,642

112,671

78,086

47,456

25,826

817

1,924

53

85

70

59

149

266

298

320

332

(X)

(X)

Unknown

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. (X) = Suppressed to avoid disclosing information about particular individuals. CONTACT: (410) 965-0090 or [email protected].


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J5.1—Number of beneficiaries, by state or other area and sex, December 2014 Adult beneficiaries Total

Men

Women

Children

59,007,158

24,457,270

30,194,674

4,355,214


1,095,925 89,047 1,207,102 673,193 5,538,810

432,198 40,335 517,746 272,020 2,367,859

558,235 39,653 611,215 336,951 2,808,265

105,492 9,059 78,141 64,222 362,686


794,937 654,533 192,187 79,716 4,223,274

343,110 268,986 79,722 32,143 1,798,438

401,466 343,511 100,230 41,639 2,169,187

50,361 42,036 12,235 5,934 255,649


1,676,778 251,591 306,264 2,155,290 1,286,099

668,719 107,645 132,826 884,397 519,035

863,855 129,411 151,505 1,116,457 665,031

144,204 14,535 21,933 154,436 102,033

616,301 521,955 954,284 854,211 325,496

254,920 213,019 394,200 347,177 139,247

322,785 270,777 470,598 417,848 161,857

38,596 38,159 89,486 89,186 24,392


936,372 1,224,469 2,121,776 965,018 640,772

379,422 501,267 870,703 406,693 250,495

492,207 628,806 1,082,168 496,936 321,492

64,743 94,396 168,905 61,389 68,785


1,246,269 212,535 326,078 475,811 283,983

512,040 94,309 133,117 213,887 118,526

634,764 104,736 171,635 232,122 143,399

99,465 13,490 21,326 29,802 22,058


1,568,016 399,987 3,482,978 1,948,531 124,372

629,357 170,535 1,412,036 785,542 52,175

833,801 197,354 1,819,010 1,018,328 64,408

104,858 32,098 251,932 144,661 7,789


2,267,508 749,794 798,156 2,722,892 216,029

940,028 303,950 344,824 1,106,939 87,351

1,160,740 382,541 407,993 1,428,926 112,757

166,740 63,303 45,339 187,027 15,921


1,040,971 165,499 1,371,562 3,842,249 365,730

423,251 70,862 555,650 1,588,978 152,192

537,063 84,179 702,853 1,932,852 181,911

80,657 10,458 113,059 320,419 31,627


140,634 1,415,661 1,230,039 464,823 1,153,149 101,296

60,181 577,280 527,857 196,749 483,559 44,591

70,525 737,494 625,485 228,060 591,452 50,006

9,928 100,887 76,697 40,014 78,138 6,699


6,169 16,136 2,650 845,860 21,366

2,144 6,592 1,077 352,106 9,150

2,257 7,009 1,003 409,432 10,497

1,768 2,535 570 84,322 1,719

Foreign countries

613,101

277,252

307,020

28,829

1,924

861

977

86



Unknown



5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J6—Percentage distribution of retired workers, by monthly benefit amount and state or other area, December 2014 Monthly benefit (dollars)

Percentage distribution by dollar amount of benefit


Number

Less than 600.00– 700.00– 800.00– 900.00– 1,000.00– 1,100.00– 1,200.00– 1,300.00– 1,400.00 Total 600.00 699.90 799.90 899.90 999.90 1,099.90 1,199.90 1,299.90 1,399.90 or more Average

Median

39,008,771

100.0

8.5

4.4

5.8

6.4

6.0

5.8

5.8

6.0

6.4

44.9 1,328.58 1,320.90


631,443 59,221 849,142 399,334 3,804,073

100.0 100.0 100.0 100.0 100.0

6.8 14.0 6.9 6.9 12.4

4.4 5.5 4.0 4.9 5.2

6.2 6.4 5.5 6.6 6.0

7.0 6.5 6.3 7.4 6.1

6.8 6.1 6.0 7.4 5.7

6.7 5.6 5.7 7.5 5.3

6.8 5.5 5.8 7.5 5.2

6.9 5.4 6.0 7.5 5.2

6.9 5.0 6.5 7.1 5.4

41.5 40.2 47.3 37.3 43.5

1,303.95 1,264.51 1,355.76 1,262.22 1,306.99

1,276.00 1,211.00 1,360.90 1,225.90 1,277.90


552,118 469,331 134,871 52,477 2,977,966

100.0 100.0 100.0 100.0 100.0

10.7 5.8 4.7 19.9 7.8

4.2 2.9 3.0 5.8 4.6

5.5 4.4 4.7 6.1 6.1

6.1 5.1 5.6 6.2 6.6

5.9 5.1 5.5 5.7 6.3

5.6 5.0 5.3 5.6 6.0

5.6 5.2 5.6 4.9 6.0

5.6 5.7 6.2 4.8 6.1

5.9 6.2 6.8 4.4 6.4

44.9 54.5 52.7 36.5 44.1

1,320.45 1,460.62 1,423.97 1,235.01 1,321.13

1,312.90 1,463.90 1,434.90 1,115.00 1,307.90


1,079,189 189,864 208,370 1,463,959 837,039

100.0 100.0 100.0 100.0 100.0

7.8 9.8 7.0 8.7 4.2

4.4 4.6 4.8 3.8 3.3

5.9 5.6 6.5 5.4 5.3

6.8 5.9 7.0 6.0 6.3

6.7 5.6 6.5 5.5 5.7

6.5 5.7 6.3 5.2 5.4

6.4 6.1 6.5 5.2 5.7

6.4 6.3 6.7 5.6 6.3

6.4 6.7 6.9 6.1 7.1

42.5 43.6 41.8 48.5 50.6

1,310.58 1,314.93 1,293.65 1,361.26 1,391.19

1,283.00 1,305.00 1,280.90 1,377.90 1,408.00

431,181 353,737 536,540 471,272 209,810

100.0 100.0 100.0 100.0 100.0

4.9 5.2 8.5 13.1 10.7

4.2 3.8 4.9 5.7 5.2

6.1 5.5 6.6 6.6 6.6

6.6 6.1 7.1 6.8 7.2

6.2 6.0 6.7 6.3 6.7

6.1 6.0 6.5 5.9 6.7

6.5 6.3 6.4 5.6 6.7

7.1 6.8 6.6 5.5 6.6

7.8 7.2 6.8 5.7 6.6

44.5 47.0 40.0 38.9 37.1

1,329.06 1,367.45 1,268.29 1,242.46 1,236.37

1,331.90 1,360.90 1,251.90 1,201.90 1,203.90

647,917 806,825 1,363,480 680,724 371,473

100.0 100.0 100.0 100.0 100.0

9.2 10.7 4.1 5.5 7.6

3.8 4.1 3.2 3.8 5.1

4.9 5.3 5.1 5.7 6.9

5.4 5.8 6.2 6.5 7.6

5.3 5.6 5.3 6.0 7.6

5.3 5.4 4.8 5.6 7.4

5.4 5.4 5.0 5.7 7.3

5.7 5.5 5.8 6.1 7.2

5.9 5.7 6.5 6.7 6.7

49.1 46.6 54.1 48.4 36.6

1,387.50 1,355.41 1,422.23 1,367.40 1,251.48

1,385.00 1,340.90 1,451.90 1,377.90 1,206.90

796,376 148,405 226,858 338,621 190,433

100.0 100.0 100.0 100.0 100.0

7.6 8.0 5.8 9.5 5.3

4.2 5.3 4.4 4.4 3.2

5.9 6.8 6.1 5.8 4.8

6.7 7.2 6.6 6.4 5.9

6.4 6.7 6.4 6.1 5.9

6.2 6.6 6.5 5.8 6.0

6.3 6.8 6.7 5.8 6.3

6.6 6.9 7.0 5.8 6.5

6.9 7.0 7.3 5.9 6.8

43.2 38.8 43.1 44.4 49.2

1,309.39 1,257.07 1,321.81 1,314.63 1,401.00

1,302.90 1,238.90 1,305.90 1,306.90 1,388.90


1,100,899 257,667 2,345,599 1,299,071 85,385

100.0 100.0 100.0 100.0 100.0

5.7 10.7 7.3 5.2 7.1

3.2 5.5 4.1 3.8 5.4

4.6 6.6 5.4 5.6 6.9

5.2 7.0 5.8 6.8 7.6

5.1 6.8 5.4 7.1 7.2

4.8 6.6 5.3 7.2 6.9

4.8 6.5 5.4 7.3 6.9

5.2 6.3 5.7 7.3 7.0

5.6 6.2 6.2 7.3 7.1

55.7 37.9 49.4 42.5 38.0

1,471.99 1,247.93 1,388.17 1,327.30 1,257.32

1,487.90 1,205.90 1,390.90 1,297.90 1,229.90


1,446,106 472,916 561,330 1,814,793 145,063

100.0 100.0 100.0 100.0 100.0

9.8 7.8 6.4 5.2 7.5

4.0 4.7 4.4 3.8 4.0

5.5 6.1 6.1 5.5 5.4

6.0 6.6 6.5 6.0 6.0

5.4 6.6 6.1 5.6 5.9

5.1 6.6 5.8 5.5 6.1

5.2 6.8 6.0 5.9 6.3

5.8 7.0 6.5 6.6 6.6

6.6 7.1 7.1 7.4 6.8

46.7 40.7 45.1 48.6 45.3

1,319.81 1,290.14 1,329.71 1,375.41 1,347.30

1,352.90 1,268.90 1,331.90 1,382.00 1,330.90


683,006 117,284 860,375 2,424,311 244,753

100.0 100.0 100.0 100.0 100.0

5.6 7.5 6.0 11.2 8.3

3.8 5.2 4.2 5.0 4.2

5.7 6.8 6.0 6.1 6.1

6.7 7.3 6.9 6.4 6.6

6.9 7.4 6.9 6.1 5.8

6.9 7.2 6.8 5.8 5.4

6.9 7.2 6.8 5.7 5.2

7.0 7.1 7.0 5.6 5.3

6.9 7.2 7.0 5.8 6.0

43.6 37.2 42.3 42.2 47.1

1,334.34 1,251.79 1,317.78 1,297.99 1,349.21

1,307.90 1,221.00 1,289.90 1,264.00 1,355.00

94,631 950,681 844,816 258,928 802,537 71,052

100.0 100.0 100.0 100.0 100.0 100.0

5.5 7.5 6.5 6.4 4.2 6.3

4.2 4.0 3.8 4.4 3.6 4.2

5.8 5.5 5.4 5.9 5.7 6.0

6.5 6.2 6.0 6.5 6.4 6.8

6.6 6.2 5.6 6.0 5.8 6.3

6.4 6.2 5.3 6.2 5.6 6.0

6.8 6.2 5.4 6.4 5.9 6.0

7.3 6.3 5.7 6.9 6.6 6.2

7.4 6.5 6.2 7.7 7.6 6.7

43.5 45.4 50.0 43.7 48.7 45.5

1,333.39 1,354.43 1,386.55 1,312.47 1,365.94 1,338.32

1,312.90 1,329.90 1,400.90 1,317.90 1,383.90 1,332.90



(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J6—Percentage distribution of retired workers, by monthly benefit amount and state or other area, December 2014—Continued Monthly benefit (dollars)


State or area

Number


Median 795.90 775.90


2,223 9,435

100.0 100.0

30.5 32.3

10.6 10.6

9.2 9.4

8.9 7.4

7.9 6.7

5.5 5.7

5.5 4.4

4.6 4.2

3.8 3.4

13.5 15.9

1,389 435,569 15,570

100.0 100.0 100.0

51.9 24.3 10.5

10.1 11.3 6.5

7.1 12.4 8.6

5.4 11.0 8.4

4.5 8.8 8.9

3.5 7.0 8.0

3.0 5.5 6.9

2.2 4.4 6.7

1.6 3.4 5.7

10.7 707.77 587.90 12.0 888.24 817.90 29.8 1,167.79 1,088.90

Foreign countries

379,998

100.0

50.0

8.0

7.3

6.1

4.9

4.0

3.3

2.8

2.4

11.0

1,335

100.0

7.0

4.7

6.7

7.4

6.5

6.3

7.0

8.2

8.4

37.8 1,257.68 1,259.90

Unknown



874.61 895.14

693.91

599.00

5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J8—Percentage distribution of disabled workers, by monthly benefit amount and state or other area, December 2014 Monthly benefit (dollars)



Number


Median

8,954,518

100.0

9.9

4.9

9.1

10.2

9.4

8.5

7.5

6.5

5.6

28.2 1,165.39 1,073.00


236,857 12,641 156,217 140,453 709,509

100.0 100.0 100.0 100.0 100.0

8.8 11.5 8.1 9.2 11.1

4.9 5.7 4.4 5.1 5.0

9.4 10.2 8.2 9.8 8.8

11.0 10.1 9.6 11.2 9.4

10.3 9.0 9.2 10.5 8.4

9.3 8.1 8.5 9.7 7.6

8.1 7.0 7.7 8.7 6.7

6.9 6.0 6.9 7.2 6.0

5.8 5.1 6.0 6.0 5.3

25.6 27.2 31.2 22.7 31.6

1,145.98 1,147.96 1,208.44 1,110.11 1,196.73

1,060.00 1,041.00 1,123.90 1,042.00 1,095.00


107,158 81,799 27,404 14,732 560,856

100.0 100.0 100.0 100.0 100.0

9.0 9.6 8.0 14.2 8.7

4.8 4.9 4.1 6.1 4.7

8.8 8.4 7.7 11.4 8.8

9.9 9.3 9.0 12.7 10.3

9.3 8.5 8.8 10.1 9.6

8.7 7.8 8.2 8.7 8.8

7.8 7.1 7.5 7.7 7.9

6.7 6.2 6.9 6.4 6.9

5.8 5.7 6.1 4.8 5.9

29.2 32.5 33.7 17.8 28.4

1,181.95 1,211.91 1,238.28 1,030.99 1,177.19

1,094.00 1,120.00 1,153.00 951.00 1,089.00


285,394 23,174 43,820 289,730 208,645

100.0 100.0 100.0 100.0 100.0

8.2 9.1 10.6 10.4 9.3

4.6 4.7 5.1 5.0 4.8

8.7 8.7 9.8 8.9 8.8

10.3 9.1 10.6 9.9 10.0

9.8 8.7 9.7 8.8 9.3

9.0 8.2 8.5 7.9 8.7

8.3 7.6 7.4 7.0 7.8

7.3 7.1 6.3 6.2 6.9

6.4 6.3 5.7 5.4 5.9

27.5 30.5 26.3 30.6 28.6

1,168.51 1,193.02 1,136.85 1,187.85 1,173.60

1,093.90 1,116.00 1,048.00 1,088.00 1,089.90


78,016 75,123 208,016 157,558 59,093

100.0 100.0 100.0 100.0 100.0

11.5 9.8 10.8 12.2 10.7

5.6 5.2 5.3 5.3 5.8

9.7 9.4 9.7 10.1 10.3

10.6 10.6 10.7 11.1 11.7

9.6 9.9 9.4 9.5 10.8

8.6 8.8 8.5 8.2 9.4

7.6 7.8 7.4 7.0 8.1

6.6 6.8 6.5 5.8 6.6

5.5 5.8 5.4 4.8 5.3

24.6 26.1 26.3 25.9 21.3

1,108.99 1,139.74 1,138.46 1,125.90 1,085.09

1,033.00 1,058.00 1,048.00 1,019.90 1,007.00


130,696 205,642 353,522 127,364 132,596

100.0 100.0 100.0 100.0 100.0

9.3 9.8 10.2 10.3 9.0

4.6 5.1 4.8 5.2 5.2

8.3 9.3 8.7 9.1 9.7

9.4 10.4 9.6 10.1 11.4

9.1 9.5 8.6 9.4 11.0

8.0 8.5 7.6 8.4 9.8

7.4 7.6 6.6 7.5 8.4

6.6 6.6 5.9 6.6 6.9

5.8 5.6 5.2 5.6 5.9

31.6 27.7 32.7 27.9 22.9

1,205.46 1,163.11 1,215.29 1,156.84 1,112.89

1,118.00 1,069.00 1,106.00 1,068.90 1,037.00


222,218 27,807 42,347 64,243 48,091

100.0 100.0 100.0 100.0 100.0

10.2 11.5 10.6 7.3 7.4

5.1 5.7 5.6 3.9 4.0

9.6 10.3 9.8 7.8 8.4

10.7 11.4 11.2 9.3 10.2

9.9 10.1 10.3 9.4 9.6

8.9 8.8 9.0 8.9 9.3

7.7 7.3 7.9 7.9 8.1

6.6 6.3 6.7 7.1 7.5

5.6 5.1 5.9 6.3 6.4

25.7 23.5 23.0 32.1 29.1

1,136.23 1,101.51 1,101.93 1,227.93 1,191.70

1,048.90 1,010.90 1,026.90 1,142.90 1,112.00


203,208 64,694 516,900 332,173 14,048

100.0 100.0 100.0 100.0 100.0

8.7 11.2 11.7 7.8 12.1

4.2 5.5 5.2 4.3 5.9

7.8 10.0 9.0 8.3 10.6

8.6 11.2 9.5 10.0 11.5

8.1 9.8 8.4 10.0 10.2

7.4 8.8 7.4 9.6 8.6

6.7 7.6 6.5 8.9 7.8

5.9 6.5 5.7 7.9 5.9

5.4 5.6 5.0 6.7 5.0

37.2 23.8 31.6 26.6 22.4

1,279.54 1,109.26 1,199.82 1,164.83 1,079.52

1,176.00 1,023.90 1,081.90 1,100.90 997.00


356,270 127,712 109,329 409,608 37,422

100.0 100.0 100.0 100.0 100.0

12.1 10.7 9.7 10.4 10.1

5.6 5.2 5.1 4.9 5.3

9.9 10.0 9.2 8.9 9.7

10.6 10.8 10.2 10.0 10.8

9.3 9.8 9.4 9.2 9.8

8.1 8.6 8.5 8.3 8.9

7.0 7.6 7.5 7.3 7.6

6.0 6.6 6.5 6.4 6.4

5.1 5.7 5.5 5.7 5.4

26.2 25.2 28.3 29.0 26.0

1,126.46 1,121.83 1,163.87 1,168.43 1,135.13

1,028.90 1,038.90 1,074.00 1,079.00 1,045.90


179,872 19,250 252,231 574,012 47,947

100.0 100.0 100.0 100.0 100.0

7.4 12.0 8.7 10.5 10.5

4.2 5.6 4.9 4.8 5.2

8.1 9.8 9.2 9.4 9.4

9.8 11.5 11.0 10.6 10.2

9.7 10.2 10.3 9.6 9.2

9.4 8.6 9.5 8.6 8.3

8.6 8.1 8.2 7.6 7.2

7.8 6.5 7.2 6.7 6.4

6.7 5.5 6.1 5.7 5.5

28.3 22.0 24.8 26.5 28.1

1,182.88 1,081.92 1,136.63 1,144.21 1,161.76

1,115.90 1,008.90 1,060.00 1,057.00 1,064.90


22,600 212,945 179,192 93,837 161,894 13,170

100.0 100.0 100.0 100.0 100.0 100.0

10.8 9.0 9.8 11.1 10.5 10.4

5.4 4.6 4.9 5.1 5.1 5.4

9.8 8.7 9.0 9.2 8.9 9.6

10.9 9.9 10.2 9.9 10.0 10.7

10.4 9.5 9.2 8.8 9.2 9.5

9.5 8.9 8.3 7.8 8.4 8.2

8.2 7.9 7.3 6.7 7.4 6.8

7.0 7.1 6.3 5.9 6.4 6.1

5.8 6.1 5.4 5.2 5.7 5.3

22.2 28.3 29.5 30.3 28.3 28.0

1,096.79 1,173.44 1,179.81 1,181.83 1,159.15 1,158.77

1,027.00 1,092.90 1,081.00 1,075.40 1,073.90 1,053.90

(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J8—Percentage distribution of disabled workers, by monthly benefit amount and state or other area, December 2014—Continued Monthly benefit (dollars)


State or area Outlying areas American Samoa Guam Northern Mariana Islands Puerto Rico U.S. Virgin Islands Foreign countries Unknown


Median

1,318 1,618

100.0 100.0

21.7 15.1

8.0 5.0

17.2 11.9

11.5 11.9

9.4 10.1

7.2 8.7

6.5 6.9

6.1 6.6

3.8 5.6

8.6 874.72 18.2 1,025.15

821.00 950.45

254 179,266 1,710

100.0 100.0 100.0

28.7 9.1 9.0

11.8 5.7 5.3

14.6 11.9 8.4

14.6 14.4 8.8

11.0 13.5 9.4

7.5 10.9 8.5

3.1 8.2 8.4

2.4 6.2 7.7

2.0 4.4 6.0

4.3 776.02 769.45 15.6 1,036.12 963.90 28.5 1,180.09 1,106.40

11,151

100.0

17.3

5.7

7.6

8.2

7.8

7.1

6.9

5.5

5.5

28.5 1,106.42 1,048.00

166

100.0

9.6

6.6

6.0

9.6

9.0

6.6

9.0

5.4

9.0

28.9 1,171.15 1,119.95

Number



5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J9—Percentage distribution of nondisabled widow(er)s, by monthly benefit amount and state or other area, December 2014 Monthly benefit (dollars)



Number


Median

3,834,531

100.0

8.2

3.7

4.2

5.0

5.8

6.7

8.0

9.5

9.1

39.7 1,275.61 1,287.90


71,936 4,640 70,179 41,400 345,736

100.0 100.0 100.0 100.0 100.0

8.3 10.1 6.6 8.1 9.9

4.1 5.2 3.2 4.5 4.5

5.0 5.3 3.6 5.5 4.6

6.0 5.4 4.4 6.7 5.0

7.0 6.6 5.2 7.9 5.6

8.1 7.2 6.3 8.3 6.2

8.6 7.4 7.8 9.1 7.2

9.5 8.9 9.9 9.8 8.5

8.9 8.8 9.7 8.9 8.2

34.5 35.1 43.3 31.3 40.2

1,226.35 1,225.20 1,317.75 1,199.28 1,275.20

1,230.85 1,237.90 1,330.00 1,199.00 1,281.90


47,951 37,111 10,831 4,296 247,483

100.0 100.0 100.0 100.0 100.0

7.7 4.8 3.6 20.1 6.4

3.1 2.2 1.9 6.8 3.5

3.7 2.6 2.5 7.6 4.1

4.7 3.1 3.9 7.5 5.0

5.6 4.0 4.7 7.1 6.0

6.6 5.1 5.6 6.7 7.1

7.6 6.8 7.8 6.4 8.2

9.2 8.9 9.7 6.0 9.8

9.1 9.1 10.0 4.9 9.3

42.5 53.3 50.3 26.9 40.6

1,303.25 1,432.08 1,397.15 1,102.88 1,301.35

1,317.90 1,434.90 1,402.90 1,017.95 1,299.90


101,046 14,097 17,901 147,659 83,893

100.0 100.0 100.0 100.0 100.0

8.1 9.7 4.5 6.1 3.4

4.2 4.6 2.4 2.8 1.7

4.9 4.8 3.4 3.3 2.5

5.9 5.5 5.0 3.9 3.4

6.7 6.8 5.9 4.6 4.6

7.5 7.6 7.9 5.8 6.2

8.2 8.0 9.1 7.6 8.4

8.8 9.1 11.0 9.8 11.0

8.3 8.7 10.6 9.6 10.9

37.3 35.2 40.4 46.6 47.9

1,249.64 1,234.86 1,307.04 1,351.98 1,374.91

1,251.00 1,233.90 1,309.00 1,364.90 1,380.90

43,060 33,447 68,699 78,674 18,922

100.0 100.0 100.0 100.0 100.0

3.3 3.8 10.0 11.2 7.7

2.3 2.2 4.7 5.0 3.7

3.2 3.0 5.3 5.8 4.8

4.6 4.0 6.2 6.5 6.0

6.0 5.7 6.9 7.0 7.2

7.6 6.9 7.4 7.4 8.1

9.8 8.5 8.5 7.9 9.1

11.5 10.5 9.6 8.9 9.9

11.0 10.4 8.7 8.2 9.3

40.7 45.1 32.8 32.0 34.2

1,320.21 1,359.35 1,194.51 1,181.73 1,231.67

1,314.90 1,351.90 1,212.90 1,190.90 1,234.45


56,807 69,079 137,327 58,221 41,121

100.0 100.0 100.0 100.0 100.0

7.5 8.4 3.6 4.7 11.2

3.3 3.5 1.8 2.8 5.5

3.8 3.8 2.3 3.5 6.0

4.4 4.4 3.1 4.6 6.8

5.3 5.0 4.2 5.4 7.3

6.1 5.9 5.6 6.4 8.1

7.4 7.1 8.1 8.3 8.5

9.2 8.7 11.0 10.0 8.9

8.9 8.8 10.9 10.2 8.1

44.1 44.4 49.5 44.0 29.7

1,327.05 1,329.96 1,390.45 1,334.09 1,162.56

1,333.90 1,337.40 1,394.90 1,339.90 1,162.00


77,474 13,456 22,128 25,053 13,856

100.0 100.0 100.0 100.0 100.0

5.8 4.8 3.8 6.9 4.0

2.9 3.0 2.6 3.5 2.1

3.7 4.2 3.7 3.9 2.5

5.0 5.4 5.3 4.6 3.8

6.2 6.6 6.7 5.4 4.8

7.4 8.6 7.9 6.3 6.4

8.7 9.9 9.8 7.7 7.6

10.4 10.7 10.3 9.3 11.0

9.7 9.8 9.8 9.3 10.2

40.2 37.0 40.1 43.1 47.6

1,294.99 1,274.45 1,308.47 1,312.63 1,384.49

1,298.90 1,268.90 1,298.90 1,326.90 1,376.95


93,766 25,129 207,780 105,555 10,901

100.0 100.0 100.0 100.0 100.0

4.9 11.0 6.3 7.3 5.3

2.6 5.0 3.3 3.7 4.1

2.9 5.4 3.7 4.6 6.0

3.6 6.4 4.5 5.6 6.8

4.4 7.1 5.4 7.0 7.9

5.4 7.7 6.4 7.8 9.3

7.1 8.3 8.0 8.6 9.2

8.9 9.1 9.7 9.4 10.1

8.9 8.3 9.1 8.8 8.8

51.3 31.8 43.4 37.2 32.5

1,409.75 1,185.88 1,331.76 1,257.17 1,223.10

1,413.90 1,189.90 1,327.90 1,257.30 1,213.90


178,611 51,297 47,370 190,321 11,069

100.0 100.0 100.0 100.0 100.0

7.0 6.6 4.3 4.2 5.6

2.8 3.4 2.3 2.1 2.9

3.2 4.4 3.0 2.8 3.3

4.0 5.6 3.9 3.8 4.2

4.9 6.8 5.3 5.1 5.3

6.2 7.9 7.0 6.6 7.5

8.1 8.8 8.7 9.0 9.1

10.8 9.9 11.1 11.6 10.1

10.4 9.7 10.8 11.2 9.6

42.6 36.9 43.7 43.5 42.4

1,307.05 1,259.69 1,339.91 1,343.73 1,336.55

1,328.90 1,266.90 1,341.00 1,341.90 1,320.90


58,976 11,742 86,157 286,780 20,416

100.0 100.0 100.0 100.0 100.0

7.9 6.0 7.4 9.9 6.2

3.9 4.3 3.7 4.7 2.7

4.7 5.6 4.7 5.2 2.9

6.1 6.7 5.9 5.8 3.3

6.9 8.2 6.7 6.3 4.4

7.8 9.0 7.9 7.0 5.1

8.4 9.8 8.8 7.6 6.9

9.2 10.3 9.7 8.6 9.5

8.6 9.2 9.0 8.3 9.9

36.7 31.0 36.2 36.5 49.1

1,246.77 1,211.26 1,249.98 1,235.31 1,367.63

1,248.00 1,205.90 1,250.90 1,240.90 1,391.45

7,921 88,290 71,522 39,484 69,266 6,228

100.0 100.0 100.0 100.0 100.0 100.0

5.0 7.3 4.9 6.0 3.4 4.1

3.2 3.8 2.3 3.5 2.0 2.3

4.0 4.6 2.8 4.3 2.8 3.3

5.4 5.3 3.7 5.8 3.7 4.6

6.4 6.5 4.6 6.6 5.0 5.2

7.8 7.2 5.9 7.5 6.6 6.7

9.6 8.5 7.5 9.4 8.6 9.0

10.1 9.2 10.2 11.1 11.2 11.2

10.1 8.7 10.4 10.3 11.0 11.3

38.3 38.9 47.6 35.3 45.7 42.3

1,291.28 1,277.30 1,368.16 1,246.82 1,354.65 1,332.12

1,284.00 1,273.90 1,376.90 1,261.90 1,360.90 1,329.40



(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J9—Percentage distribution of nondisabled widow(er)s, by monthly benefit amount and state or other area, December 2014—Continued Monthly benefit (dollars)


State or area

Number


Median

766.29 846.38

694.45 770.95

3.3 621.39 7.0 781.78 17.9 1,009.43

573.95 716.90 958.90


422 1,224

100.0 100.0

34.6 28.3

15.9 13.6

12.6 11.4

7.6 10.4

5.7 7.9

4.3 6.6

6.6 4.7

3.8 4.7

1.7 3.5

240 70,655 1,243

100.0 100.0 100.0

55.0 35.0 15.1

17.5 12.9 9.7

8.3 11.5 10.5

5.0 9.5 8.4

4.2 7.3 10.1

2.5 6.0 8.8

1.7 4.5 8.3

1.3 3.7 6.4

1.3 2.6 4.7

Foreign countries

88,438

100.0

39.5

9.9

9.1

8.0

6.3

5.4

4.7

4.0

3.2

9.9 1,275.61 1,287.90

245

100.0

12.2

5.3

6.9

6.5

9.0

6.5

9.0

9.4

13.1

22.0 1,117.28 1,162.90

Unknown

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. NOTES: Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


7.3 8.9

5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J10—Number of children, by state or other area and type of benefit, December 2014 Children under age 18 of— State or area All areas

Total

Subtotal

4,355,214 3,166,362

Retired Deceased workers workers

Disabled adult children of—

Disabled workers

Subtotal

327,665 1,188,333 1,650,364 1,048,879

Students aged 18–19 of—


Disabled workers

Subtotal


Disabled workers

287,762

641,497

119,620

139,973

20,069

62,269

57,635


105,492 9,059 78,141 64,222 362,686

78,939 7,396 60,708 48,706 262,663

6,469 1,324 7,471 3,635 41,135

26,928 3,598 25,310 16,376 104,564

45,542 2,474 27,927 28,695 116,964

22,409 1,379 14,735 13,220 91,313

4,640 420 4,581 2,989 30,916

14,341 832 8,395 7,948 51,826

3,428 127 1,759 2,283 8,571

4,144 284 2,698 2,296 8,710

444 59 438 194 1,806

1,699 154 1,311 1,002 3,992

2,001 71 949 1,100 2,912


50,361 42,036 12,235 5,934 255,649

39,012 28,579 8,905 4,159 194,157

4,081 3,358 712 486 25,945

16,714 10,430 3,749 2,045 73,514

18,217 14,791 4,444 1,628 94,698

9,570 12,471 2,840 1,635 51,173

3,046 3,575 756 253 15,110

5,534 7,799 1,784 1,228 30,117

990 1,097 300 154 5,946

1,779 986 490 140 10,319

308 162 58 31 1,809

873 412 240 72 4,538

598 412 192 37 3,972


144,204 14,535 21,933 154,436 102,033

110,101 11,291 16,562 105,915 73,404

10,759 2,672 1,591 11,142 5,634

44,800 4,356 6,216 42,724 28,439

54,542 4,263 8,755 52,049 39,331

28,301 3,046 4,710 43,232 24,237

6,845 1,064 1,597 11,935 6,152

18,178 1,774 2,492 27,255 15,097

3,278 208 621 4,042 2,988

5,802 198 661 5,289 4,392

761 61 93 841 500

2,672 89 307 2,455 1,977

2,369 48 261 1,993 1,915

38,596 38,159 89,486 89,186 24,392

25,370 27,805 65,484 63,888 16,884

2,174 2,375 3,911 4,907 1,220

10,249 11,288 21,989 26,697 4,205

12,947 14,142 39,584 32,284 11,459

11,968 9,095 21,064 22,188 6,832

3,457 2,596 4,657 4,924 1,707

7,247 5,456 13,209 14,747 3,901

1,264 1,043 3,198 2,517 1,224

1,258 1,259 2,938 3,110 676

168 185 299 352 86

568 586 1,129 1,519 244

522 488 1,510 1,239 346


64,743 94,396 168,905 61,389 68,785

48,619 65,261 118,168 42,018 50,699

4,933 5,398 9,887 3,277 4,591

21,657 17,739 39,213 14,962 19,292

22,029 42,124 69,068 23,779 26,816

14,859 26,335 46,095 17,329 15,386

3,830 6,946 12,234 5,633 3,273

9,653 15,484 28,132 9,877 9,985

1,376 3,905 5,729 1,819 2,128

1,265 2,800 4,642 2,042 2,700

167 392 627 290 318

661 978 1,923 926 1,183

437 1,430 2,092 826 1,199


99,465 13,490 21,326 29,802 22,058

72,053 9,950 15,005 24,351 16,503

5,220 1,293 1,177 3,460 995

27,139 4,399 6,164 10,309 3,977

39,694 4,258 7,664 10,582 11,531

23,721 3,100 5,630 4,567 4,841

6,009 969 1,668 1,323 1,311

14,655 1,854 3,331 2,741 2,576

3,057 277 631 503 954

3,691 440 691 884 714

384 79 102 129 95

1,634 217 326 440 262

1,673 144 263 315 357


104,858 32,098 251,932 144,661 7,789

74,926 24,995 173,367 105,928 5,146

9,101 2,343 21,112 9,164 340

26,993 10,829 51,520 39,752 2,531

38,832 11,823 100,735 57,012 2,275

26,786 6,072 73,580 33,542 2,409

7,884 1,790 21,053 8,121 674

16,534 3,625 45,315 20,931 1,574

2,368 657 7,212 4,490 161

3,146 1,031 4,985 5,191 234

529 152 903 602 26

1,295 488 1,929 2,270 122

1,322 391 2,153 2,319 86


166,740 63,303 45,339 187,027 15,921

114,741 47,992 31,736 129,744 11,151

8,321 4,204 4,298 10,008 1,090

45,225 20,110 11,652 44,971 2,989

61,195 23,678 15,786 74,765 7,072

45,691 12,790 12,178 50,783 4,425

11,236 3,163 3,987 13,040 1,155

29,649 8,068 6,834 32,044 2,659

4,806 1,559 1,357 5,699 611

6,308 2,521 1,425 6,500 345

733 286 284 819 51

2,855 1,274 618 2,717 124

2,720 961 523 2,964 170


80,657 10,458 113,059 320,419 31,627

59,715 7,291 84,217 248,169 24,838

5,357 534 6,835 24,886 2,258

22,784 3,353 32,022 104,503 11,843

31,574 3,404 45,360 118,780 10,737

17,930 2,790 24,972 61,093 5,950

4,243 815 5,916 17,251 2,293

11,504 1,724 15,970 36,938 3,040

2,183 251 3,086 6,904 617

3,012 377 3,870 11,157 839

388 52 470 1,585 108

1,311 203 1,708 5,545 458

1,313 122 1,692 4,027 273


9,928 100,887 76,697 40,014 78,138 6,699

6,850 73,904 54,823 27,528 52,479 5,116

661 7,065 6,492 2,165 3,827 432

1,821 28,050 19,743 9,311 18,215 2,562

4,368 38,789 28,588 16,052 30,437 2,122

2,813 23,796 19,186 11,204 23,134 1,357

732 6,175 6,095 2,398 6,996 413

1,659 14,733 10,813 7,311 13,530 793

422 2,888 2,278 1,495 2,608 151

265 3,187 2,688 1,282 2,525 226

48 467 465 146 353 32

89 1,403 1,141 506 1,045 114

128 1,317 1,082 630 1,127 80


(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J10—Number of children, by state or other area and type of benefit, December 2014—Continued Children under age 18 of— State or area Outlying areas American Samoa Guam Northern Mariana Islands Puerto Rico U.S. Virgin Islands Foreign countries Unknown



Disabled workers

Subtotal



Disabled workers

Subtotal


Disabled workers

Total

Subtotal

1,768 2,535

1,641 2,234

266 527

738 1,164

637 543

(X) 213

33 71

70 129

(X) 13

(X) 88

(X) 17

(X) 55

(X) 16

570 84,322

502 59,955

169 5,512

260 14,647

73 39,796

52 23,388

(X) 6,318

38 14,771

(X) 2,299

16 979

7 145

9 347

0 487

1,719

1,338

308

583

447

336

123

196

17

45

11

21

13

28,829

23,428

9,151

11,103

3,174

4,982

1,349

3,577

56

419

150

225

44

86

53

7

17

29

(X)

(X)

20

(X)

(X)

(X)

(X)

(X)

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. (X) = Suppressed to avoid disclosing information about particular individuals. CONTACT: (410) 965-0090 or [email protected].


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J11—Number and total monthly benefits of beneficiaries in foreign countries, December 2014 Total monthly benefits (thousands of dollars)

Number All beneficiaries

Retired workers

Disabled workers

Spouses


Children

All beneficiaries

Retired workers

613,101

379,998

11,151

101,710

91,413

28,829

391,758

263,685

3,468

2,177

157

199

226

709

3,107

2,211

126,023

75,345

2,068

28,115

12,661

7,834

80,446

55,772

China Cyprus Hong Kong India Israel

1,266 543 1,971 2,400 11,381

896 367 1,470 1,688 7,010

37 21 23 77 197

116 58 248 244 1,845

71 78 161 174 1,457

146 19 69 217 872

1,120 449 1,675 2,283 9,804

843 321 1,344 1,639 6,928

Japan Jordan Lebanon Philippines South Korea

64,524 536 662 27,909 4,144

36,205 228 368 16,563 2,795

108 27 17 1,200 31

22,319 45 68 1,553 1,047

5,309 45 72 4,426 205

583 191 137 4,167 66

26,907 376 513 24,113 2,156

18,021 199 327 15,825 1,655

1,526 5,306 933 653

1,171 4,240 609 222

39 141 36 22

156 181 72 29

78 207 164 88

82 537 52 292

1,465 6,004 879 438

1,188 4,990 597 210

Region and country a Total Africa Asia

Taiwan Thailand Turkey Yemen

27,027

19,774

914

1,357

2,369

2,613

24,359

18,827

Barbados Belize Costa Rica Dominican Republic El Salvador

1,021 623 3,753 7,176 1,826

894 489 2,732 4,844 1,413

17 15 109 290 57

32 26 226 353 102

64 37 407 570 140

14 56 279 1,119 114

1,047 628 3,871 5,670 1,463

933 521 2,986 4,110 1,166

Guatemala Honduras Jamaica Nicaragua Panama Trinidad and Tobago

1,738 974 2,243 1,758 2,853 1,129

1,268 636 1,852 1,228 2,043 908

60 38 45 77 158 21

82 41 93 92 162 46

204 113 159 127 236 95

124 146 94 234 254 59

1,510 904 1,979 1,449 2,947 1,081

1,131 630 1,674 1,085 2,256 883

248,729

156,550

3,907

43,421

38,068

6,783

147,918

98,566

2,937 2,159 1,494 1,118 1,572

1,951 1,345 1,058 758 982

43 22 95 57 22

439 409 107 74 296

409 303 161 116 220

95 80 73 113 52

1,664 1,364 1,482 1,072 1,098

1,107 894 1,093 777 693

Finland France Germany Greece Hungary

1,066 14,853 40,328 23,719 1,950

708 9,675 24,708 14,542 1,469

24 76 769 349 58

158 2,689 7,142 3,868 106

132 2,063 6,382 4,355 225

44 350 1,327 605 92

698 9,856 22,239 14,354 2,016

490 7,016 13,508 9,459 1,582

Ireland Italy Malta Netherlands Norway

10,044 30,697 696 5,809 6,920

6,738 18,331 426 3,762 4,157

150 313 32 55 63

1,469 5,146 95 1,090 1,341

1,290 6,152 107 755 1,222

397 755 36 147 137

6,569 18,337 617 2,970 3,154

4,708 11,906 412 1,971 1,921

Poland Portugal Romania Serbia and Montenegro Spain

24,686 12,528 936 1,084 11,868

14,368 9,081 738 762 7,217

392 444 40 56 224

6,167 1,211 56 75 1,945

3,360 1,542 55 133 2,115

399 250 47 58 367

9,376 8,871 749 904 8,083

5,679 6,776 599 654 5,307

Sweden Switzerland United Kingdom

6,004 7,585 35,903

3,972 5,085 22,954

58 53 401

1,191 1,398 6,613

575 905 5,090

208 144 845

2,735 3,907 23,570

1,852 2,727 15,943

Central America and Caribbean

Europe Austria Belgium Croatia Czech Republic Denmark

(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J11—Number and total monthly benefits of beneficiaries in foreign countries, December 2014—Continued Total monthly benefits (thousands of dollars)

Number All beneficiaries

Retired workers

Disabled workers

Spouses


Children

All beneficiaries

Retired workers

North America

164,487

95,454

2,780

24,430

33,615

8,208

97,469

59,532

Canada Mexico

109,734 54,476

67,998 27,257

1,729 1,049

19,239 5,162

18,674 14,903

2,094 6,105

60,794 36,391

39,692 19,629

15,013

10,693

311

2,015

1,378

616

11,295

8,501

12,696 1,773

8,990 1,373

241 39

1,884 115

1,213 108

368 138

9,020 1,823

6,698 1,496

23,297

16,878

679

1,701

2,683

1,356

21,071

15,936

Argentina Bolivia Brazil Chile and Easter Island Colombia

3,627 555 2,318 2,353 7,236

2,392 409 1,483 1,619 5,602

68 17 71 36 263

412 42 191 240 387

622 43 373 350 621

133 44 200 108 363

3,144 505 2,209 2,111 6,760

2,200 397 1,475 1,542 5,370

Ecuador Peru Uruguay

3,704 1,924 939

2,850 1,379 720

106 78 25

219 109 65

290 192 95

239 166 34

3,202 1,749 844

2,582 1,311 680

5,057

3,127

335

472

413

710

6,094

4,339

Region and country a

Oceania Australia New Zealand South America

U.S. Overseas Military Base

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. a. Countries with 500 or more beneficiaries are shown separately. The total and continent subtotals include all foreign residents. CONTACT: (410) 965-0090 or [email protected].


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J14—Number, average monthly benefit, and median monthly benefit of disabled beneficiaries, by state or other area and type of benefit, December 2014 All disabled beneficiaries

Disabled workers

Disabled widow(er)s

Disabled adult children Median monthly benefit (dollars)

Number


Number


Number


Number


10,261,268

1,111.96

1,027.90 8,954,518

1,165.39

1,073.00

257,871

724.07

676.00 1,048,879

751.12

737.00


268,280 14,317 174,770 158,604 817,777

1,094.19 1,102.33 1,160.78 1,059.82 1,140.87

1,016.90 1,004.00 1,080.00 999.90 1,043.90

236,857 12,641 156,217 140,453 709,509

1,145.98 1,147.96 1,208.44 1,110.11 1,196.73

1,060.00 1,041.00 1,123.90 1,042.00 1,095.00

9,014 297 3,818 4,931 16,955

694.73 827.16 743.43 653.85 784.30

655.00 808.90 696.50 618.00 733.00

22,409 1,379 14,735 13,220 91,313

707.40 743.32 763.72 676.90 773.02

680.90 725.00 757.00 653.00 759.90


118,958 95,854 30,993 16,628 626,781

1,139.90 1,151.21 1,186.55 990.64 1,130.52

1,058.90 1,065.00 1,106.00 916.00 1,049.00

107,158 81,799 27,404 14,732 560,856

1,181.95 1,211.91 1,238.28 1,030.99 1,177.19

1,094.00 1,120.00 1,153.00 951.00 1,089.00

2,230 1,584 749 261 14,752

759.05 734.21 737.18 711.55 694.49

714.00 683.50 693.00 667.00 642.00

9,570 12,471 2,840 1,635 51,173

757.82 806.06 805.95 671.55 744.72

753.00 824.00 816.00 622.00 729.00


323,383 26,750 49,567 341,132 239,366

1,114.89 1,139.01 1,089.98 1,128.12 1,122.61

1,045.00 1,064.90 1,008.00 1,037.00 1,047.00

285,394 23,174 43,820 289,730 208,645

1,168.51 1,193.02 1,136.85 1,187.85 1,173.60

1,093.90 1,116.00 1,048.00 1,088.00 1,089.90

9,688 530 1,037 8,170 6,484

677.12 791.76 747.57 748.93 737.06

633.00 762.95 715.00 702.95 689.00

28,301 3,046 4,710 43,232 24,237

724.01 788.48 729.29 799.43 786.78

696.00 790.50 723.00 802.00 792.00


91,864 86,350 237,485 186,503 67,410

1,052.68 1,088.29 1,085.04 1,063.65 1,034.99

985.00 1,015.00 1,001.90 968.00 968.90

78,016 75,123 208,016 157,558 59,093

1,108.99 1,139.74 1,138.46 1,125.90 1,085.09

1,033.00 1,058.00 1,048.00 1,019.90 1,007.00

1,880 2,132 8,405 6,757 1,485

695.27 704.63 742.85 786.84 666.31

655.50 660.00 696.00 744.00 625.00

11,968 9,095 21,064 22,188 6,832

741.72 753.23 694.07 705.91 681.73

747.00 747.00 666.00 673.00 667.50


148,466 236,008 409,756 146,805 153,527

1,155.43 1,108.76 1,160.98 1,102.19 1,051.28

1,071.00 1,024.90 1,060.00 1,023.00 986.00

130,696 205,642 353,522 127,364 132,596

1,205.46 1,163.11 1,215.29 1,156.84 1,112.89

1,118.00 1,069.00 1,106.00 1,068.90 1,037.00

2,911 4,031 10,139 2,112 5,545

743.76 722.64 802.20 687.41 663.05

688.90 668.00 754.00 629.50 627.00

14,859 26,335 46,095 17,329 15,386

795.96 743.50 823.31 751.08 660.28

792.00 728.00 844.00 745.00 623.00


253,093 31,569 48,924 70,489 53,872

1,085.18 1,058.31 1,052.80 1,188.61 1,142.97

1,006.90 977.00 985.90 1,107.00 1,071.00

222,218 27,807 42,347 64,243 48,091

1,136.23 1,101.51 1,101.93 1,227.93 1,191.70

1,048.90 1,010.90 1,026.90 1,142.90 1,112.00

7,154 662 947 1,679 940

682.77 751.43 668.33 759.94 702.14

637.00 699.95 625.00 712.00 650.00

23,721 3,100 5,630 4,567 4,841

728.29 736.40 747.98 793.09 744.43

712.00 729.00 742.00 786.00 736.00


234,621 72,287 602,405 376,194 16,716

1,218.28 1,065.90 1,142.02 1,109.92 1,020.47

1,117.00 987.90 1,031.00 1,052.90 950.00

203,208 64,694 516,900 332,173 14,048

1,279.54 1,109.26 1,199.82 1,164.83 1,079.52

1,176.00 1,023.90 1,081.90 1,100.90 997.00

4,627 1,521 11,925 10,479 259

761.50 719.97 739.37 632.26 672.46

707.00 684.00 682.00 591.00 620.00

26,786 6,072 73,580 33,542 2,409

832.40 690.59 801.27 715.37 713.54

841.00 659.00 805.00 694.00 695.90


413,267 145,274 124,340 471,665 42,703

1,076.95 1,073.85 1,115.97 1,116.47 1,083.55

990.00 998.00 1,033.00 1,034.00 1,004.90

356,270 127,712 109,329 409,608 37,422

1,126.46 1,121.83 1,163.87 1,168.43 1,135.13

1,028.90 1,038.90 1,074.00 1,079.00 1,045.90

11,306 4,772 2,833 11,274 856

748.79 712.65 766.68 742.52 694.22

702.00 671.00 730.00 700.00 636.00

45,691 12,790 12,178 50,783 4,425

772.12 729.55 767.13 780.38 722.62

776.00 711.00 766.00 788.00 713.00


204,234 22,443 286,627 654,046 55,006

1,125.77 1,022.28 1,085.12 1,093.78 1,112.17

1,063.90 960.00 1,017.00 1,013.00 1,023.00

179,872 19,250 252,231 574,012 47,947

1,182.88 1,081.92 1,136.63 1,144.21 1,161.76

1,115.90 1,008.90 1,060.00 1,057.00 1,064.90

6,432 403 9,424 18,941 1,109

645.83 616.07 663.69 743.66 783.42

601.00 585.00 616.50 698.00 747.00

17,930 2,790 24,972 61,093 5,950

725.02 669.45 723.80 728.46 773.77

703.00 657.00 702.00 702.00 774.00


25,876 243,085 202,657 109,145 188,344 14,823

1,047.92 1,118.69 1,134.98 1,121.74 1,102.26 1,113.58

987.00 1,043.90 1,044.00 1,019.00 1,025.00 1,016.90

22,600 212,945 179,192 93,837 161,894 13,170

1,096.79 1,173.44 1,179.81 1,181.83 1,159.15 1,158.77

1,027.00 1,092.90 1,081.00 1,075.40 1,073.90 1,053.90

463 6,344 4,279 4,104 3,316 296

661.39 703.57 800.89 815.87 700.12 781.64

642.00 660.00 755.00 779.95 652.00 710.00

2,813 23,796 19,186 11,204 23,134 1,357

718.92 739.41 790.72 730.49 761.79 747.40

706.00 719.00 796.00 717.00 767.00 732.00


Median monthly benefit (dollars)



(Continued)


5.J OASDI Current-Pay Benefits: Geographic Data Table 5.J14—Number, average monthly benefit, and median monthly benefit of disabled beneficiaries, by state or other area and type of benefit, December 2014—Continued All disabled beneficiaries

State or area Outlying areas American Samoa Guam Northern Mariana Islands Puerto Rico U.S. Virgin Islands Foreign countries Unknown

Disabled workers

Disabled widow(er)s

492.00 569.00

451.50 629.00 789.45

52 23,388 336

454.40 528.09 681.54

370.45 485.95 668.90

769.45 963.90 1,106.40

6 4,862 58

562.82 654.92 790.74

727.40 918.00 1,009.90

254 179,266 1,710

776.02 1,036.12 1,180.09

718.32 969.93 1,089.74

547.51 598.77

594.60 793.12

874.72 1,025.15

312 207,516 2,104

115 213

58 55

1,318 1,618

838.59 970.23

573.95 767.00

821.00 950.45

794.00 910.00

1,491 1,886

Number


Number

Number

Number









16,718

931.96

852.00

11,151

1,106.42

1,048.00

585

754.32

697.00

4,982

562.34

522.50

202

1,101.55

1,052.45

166

1,171.15

1,119.95

5

1,112.56

1,376.90

31

727.11

668.00



5.K OASDI Current-Pay Benefits: Direct Deposit Table 5.K1—Number and percentage of beneficiaries and average monthly benefit, by state or other area and direct deposit status, December 2014 All beneficiaries State or area All areas

Beneficiaries using direct deposit

Average monthly Number benefit (dollars)

Beneficiaries not using direct deposit

Percentage of all Average monthly Number beneficiaries benefit (dollars)

Number

Percentage of all Average monthly beneficiaries benefit (dollars)

59,007,158

1,214.99

58,145,230

98.5

1,220.97

861,928

1.5

812.00


1,095,925 89,047 1,207,102 673,193 5,538,810

1,164.52 1,158.19 1,257.22 1,130.49 1,209.83

1,078,949 86,822 1,194,918 662,187 5,443,152

98.5 97.5 99.0 98.4 98.3

1,170.66 1,167.09 1,261.96 1,136.77 1,215.73

16,976 2,225 12,184 11,006 95,658

1.5 2.5 1.0 1.6 1.7

773.81 810.80 792.68 752.50 874.38


794,937 654,533 192,187 79,716 4,223,274

1,230.04 1,353.61 1,323.58 1,128.84 1,229.13

784,105 644,730 190,153 77,755 4,181,011

98.6 98.5 98.9 97.5 99.0

1,235.11 1,359.65 1,328.34 1,137.66 1,233.49

10,832 9,803 2,034 1,961 42,263

1.4 1.5 1.1 2.5 1.0

862.57 956.19 878.55 779.30 797.53


1,676,778 251,591 306,264 2,155,290 1,286,099

1,196.39 1,235.47 1,192.62 1,256.03 1,264.93

1,652,043 247,588 302,646 2,125,063 1,269,839

98.5 98.4 98.8 98.6 98.7

1,202.37 1,241.28 1,197.05 1,261.59 1,270.30

24,735 4,003 3,618 30,227 16,260

1.5 1.6 1.2 1.4 1.3

797.09 876.02 822.71 865.57 845.54

616,301 521,955 954,284 854,211 325,496

1,230.19 1,252.16 1,133.46 1,105.73 1,132.68

609,919 514,805 939,431 836,118 320,410

99.0 98.6 98.4 97.9 98.4

1,234.65 1,257.85 1,139.66 1,113.60 1,139.40

6,382 7,150 14,853 18,093 5,086

1.0 1.4 1.6 2.1 1.6

803.79 842.27 741.56 741.99 708.97


936,372 1,224,469 2,121,776 965,018 640,772

1,284.86 1,239.22 1,289.73 1,265.06 1,115.78

922,742 1,201,501 2,097,846 954,753 628,442

98.5 98.1 98.9 98.9 98.1

1,290.61 1,246.79 1,295.12 1,269.43 1,123.56

13,630 22,968 23,930 10,265 12,330

1.5 1.9 1.1 1.1 1.9

895.47 842.93 817.08 857.91 719.23


1,246,269 212,535 326,078 475,811 283,983

1,193.57 1,170.00 1,220.10 1,236.45 1,279.45

1,228,117 209,662 321,633 469,627 280,558

98.5 98.6 98.6 98.7 98.8

1,199.28 1,174.74 1,225.23 1,240.86 1,285.37

18,152 2,873 4,445 6,184 3,425

1.5 1.4 1.4 1.3 1.2

807.48 823.76 848.64 901.68 793.76


1,568,016 399,987 3,482,978 1,948,531 124,372

1,361.47 1,133.74 1,269.56 1,219.25 1,163.67

1,543,484 392,719 3,421,058 1,923,545 122,852

98.4 98.2 98.2 98.7 98.8

1,367.81 1,141.71 1,276.42 1,224.69 1,168.04

24,532 7,268 61,920 24,986 1,520

1.6 1.8 1.8 1.3 1.2

962.51 703.04 890.77 800.60 810.50


2,267,508 749,794 798,156 2,722,892 216,029

1,202.17 1,170.35 1,241.06 1,260.70 1,233.82

2,236,277 737,801 789,874 2,691,730 212,913

98.6 98.4 99.0 98.9 98.6

1,207.53 1,176.92 1,245.01 1,265.51 1,239.95

31,231 11,993 8,282 31,162 3,116

1.4 1.6 1.0 1.1 1.4

818.23 766.61 864.27 845.80 814.89


1,040,971 165,499 1,371,562 3,842,249 365,730

1,222.43 1,161.58 1,190.97 1,171.88 1,230.15

1,027,988 163,814 1,354,608 3,778,720 360,832

98.8 99.0 98.8 98.3 98.7

1,227.97 1,165.94 1,196.11 1,178.61 1,235.14

12,983 1,685 16,954 63,529 4,898

1.2 1.0 1.2 1.7 1.3

783.80 737.51 780.18 771.53 862.61


140,634 1,415,661 1,230,039 464,823 1,153,149 101,296

1,214.95 1,242.38 1,278.27 1,171.65 1,261.39 1,244.47

138,645 1,397,418 1,216,096 457,062 1,142,870 99,574

98.6 98.7 98.9 98.3 99.1 98.3

1,221.43 1,247.73 1,283.03 1,178.14 1,265.37 1,250.73

1,989 18,243 13,943 7,761 10,279 1,722

1.4 1.3 1.1 1.7 0.9 1.7

763.18 833.08 863.16 789.55 818.00 882.53

845,860 661,346

823.05 659.22

831,358 627,467

98.3 94.9

828.58 665.34

14,502 33,879

1.7 5.1

505.81 545.86


Outlying areas Puerto Rico Other a

SOURCES: Social Security Administration, Master Beneficiary Record, 100 percent data; and U.S. Postal Service geographic data. a. Includes American Samoa, Guam, Northern Mariana Islands, U.S. Virgin Islands, and foreign countries. CONTACT: (410) 965-0090 or [email protected].


5.L OASDI Current-Pay Benefits: With Representative Payee Table 5.L1—Number of beneficiaries with a representative payee as a percentage of all beneficiaries, by type of beneficiary and age, December 2014 Beneficiaries with representative payee All beneficiaries

Number

Percentage of all beneficiaries

59,007,158

5,571,495

9.4

54,651,944 39,008,771 3,065,297 20,682,128 10,905,939 4,355,407

1,627,244 527,635 8,946 199,696 155,468 163,525

3.0 1.4 0.3 1.0 1.4 3.8

Disabled workers Under 35 35–44 45–54 55–FRA

8,954,518 482,202 1,007,988 2,392,369 5,071,959

946,015 148,871 179,891 267,969 349,284

10.6 30.9 17.8 11.2 6.9

Wives and husbands Under 65 65–74 75–84 85 or older

2,452,435 291,473 1,292,645 701,227 167,090

22,999 2,420 9,707 7,527 3,345

0.9 0.8 0.8 1.1 2.0

Widow(er)s a Under 65 65–74 75–84 85 or older

3,978,349 573,472 1,185,369 1,151,211 1,068,297

115,821 2,401 17,818 34,598 61,004

2.9 0.4 1.5 3.0 5.7

257,871 32,778 225,093

14,774 2,058 12,716

5.7 6.3 5.6

4,355,214 3,166,362 2,838,770 327,592

3,944,251 3,164,001 2,838,770 325,231

90.6 99.9 100.0 99.3

1,048,879 344,661 215,921 237,728 250,569

774,621 240,586 148,935 178,943 206,157

73.9 69.8 69.0 75.3 82.3

139,973

5,629

4.0

Type of beneficiary and age Total Adults Retired workers Under 65 65–74 75–84 85 or older

Disabled widow(er)s Under 55 55–FRA Children Under age 18 In custody of parent payee Not in custody of parent payee Disabled adult children Under 35 35–44 45–54 55 or older Students, aged 18–19 SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: FRA = full retirement age. a. Includes nondisabled widow(er)s, widowed mothers and fathers, and parents. CONTACT: (410) 965-0090 or [email protected].


5.M OASDI Current-Pay Benefits: International Agreements Table 5.M1—Number of beneficiaries and average monthly benefit under U.S. totalization agreements, by country and type of benefit, December 1983–2014, selected years Year and country

Total

Retired workers

Disabled workers

Spouses

Widow(er)s

a

Children

Number 1983 1984 1985 1990

1,541 2,717 7,857 27,662

970 1,664 4,773 17,432

97 254 404 1,609

266 435 1,730 5,801

109 202 578 2,078

99 162 372 742

1995 1996 1997 1998 1999

54,806 59,455 63,842 68,748 74,933

35,925 39,085 42,163 45,632 50,018

2,428 2,514 2,662 2,708 2,749

10,974 11,917 12,583 13,376 14,421

4,431 4,893 5,342 5,926 6,636

1,048 1,046 1,092 1,106 1,109

2000 2001 2002 2003 2004

82,404 88,770 94,350 99,728 106,096

55,398 59,713 63,418 67,055 71,782

2,687 2,859 2,992 2,986 2,826

15,806 17,013 18,032 19,171 20,308

7,302 7,917 8,585 9,190 9,835

1,211 1,268 1,323 1,326 1,345

2005 2006 2007 2008 2009

112,910 127,978 146,199 155,242 163,866

76,590 85,862 96,970 102,806 108,591

2,974 2,956 2,752 2,639 2,538

21,554 26,495 32,484 34,925 37,106

10,443 11,273 12,525 13,396 14,171

1,349 1,392 1,468 1,476 1,460

2010 2011 2012 2013 2014 Australia Austria Belgium Canada Chile

173,865 183,798 192,954 202,820 213,330 4,123 1,733 1,032 53,753 262

115,219 121,864 127,751 133,945 140,134 3,238 1,280 711 35,735 194

2,481 2,473 2,490 2,347 2,283 100 43 7 812 (X)

39,563 41,871 44,283 47,039 50,261 654 279 215 10,115 48

15,086 16,042 16,880 17,955 19,098 104 99 91 6,757 (X)

1,516 1,548 1,550 1,534 1,554 27 32 8 334 (X)

Czech Republic Denmark Finland France Germany

100 558 431 6,581 23,115

76 394 296 4,594 16,627

5 (X) 14 15 576

8 141 84 1,352 3,905

3 13 30 556 1,769

8 (X) 7 64 238

Greece Ireland Italy Japan Luxembourg

5,047 3,258 10,246 47,242 (X)

3,530 2,291 6,406 27,021 (X)

92 17 55 32 (X)

877 693 2,098 17,343 (X)

497 214 1,555 2,673 (X)

51 43 132 173 (X)

Netherlands Norway Poland Portugal Slovak Republic South Korea

3,602 4,414 12,084 2,361 (X) 2,207

2,529 2,878 7,257 1,580 (X) 1,450

12 42 49 119 (X) (X)

781 911 3,591 307 (X) 712

247 550 1,138 322 (X) 34

33 33 49 33 (X) (X)

Spain Sweden Switzerland United Kingdom

3,790 3,864 4,600 18,843

2,427 2,737 3,271 13,546

93 20 30 135

780 868 923 3,562

427 195 342 1,464

63 44 34 136 (Continued)


5.M OASDI Current-Pay Benefits: International Agreements Table 5.M1—Number of beneficiaries and average monthly benefit under U.S. totalization agreements, by country and type of benefit, December 1983–2014, selected years—Continued Year and country

Total

Retired workers

Disabled workers

Spouses

Widow(er)s

a

Children

Average monthly benefit (dollars) 1983 1984 1985 1990

62.61 79.29 73.52 108.07

68.77 90.32 86.52 122.87

145.68 144.07 147.43 223.71

24.01 25.64 32.04 44.37

49.27 51.61 60.94 88.01

40.16 42.90 38.79 63.88

1995 1996 1997 1998 1999

134.13 138.89 143.69 146.37 151.22

155.20 160.65 165.94 169.15 174.94

271.21 287.11 298.78 305.43 312.05

51.27 52.80 54.24 55.08 56.58

108.60 112.45 115.62 117.87 123.64

69.88 74.22 74.27 73.49 78.56

2000 2001 2002 2003 2004

157.03 162.05 165.18 168.89 173.70

182.39 188.04 191.74 196.31 202.10

324.60 340.20 345.58 355.12 367.43

59.01 60.96 62.45 64.04 66.37

127.96 131.50 134.02 138.42 142.91

79.70 83.98 86.28 89.42 96.73

2005 2006 2007 2008 2009

180.95 188.44 193.20 204.94 205.89

209.68 220.28 227.54 241.97 243.24

392.57 411.64 431.37 456.78 461.52

69.85 78.79 84.79 91.10 92.41

149.14 155.37 165.36 177.16 179.16

104.17 106.01 114.49 121.37 126.38

2010 2011 2012 2013 2014 Australia Austria Belgium Canada Chile

206.62 216.66 220.98 224.39 229.68 231.38 235.51 237.93 213.28 257.15

244.34 256.68 261.65 266.12 272.90 244.62 264.72 280.29 249.04 295.29

463.95 489.41 500.87 514.31 534.34 616.34 475.42 615.29 486.35 (X)

93.32 97.86 100.79 103.48 107.75 104.54 91.18 105.44 91.29 106.58

181.74 189.21 195.16 199.06 204.02 262.88 196.48 204.65 176.76 (X)

123.36 128.21 134.07 141.53 143.88 168.96 123.94 82.50 157.59 (X)

Czech Republic Denmark Finland France Germany

272.84 220.42 230.83 248.58 256.53

278.37 255.65 263.00 296.58 293.69

720.80 (X) 452.57 542.27 548.40

113.88 113.56 103.51 108.15 86.35

216.33 197.38 193.50 201.78 203.41

120.50 (X) 114.86 107.42 141.11

Greece Ireland Italy Japan Luxembourg

212.45 234.20 213.57 244.90 (X)

237.33 271.45 258.41 310.28 (X)

523.78 921.34 600.60 613.18 (X)

94.82 96.39 91.36 137.45 (X)

194.87 248.79 187.02 283.33 (X)

122.57 125.84 131.38 142.45 (X)

Netherlands Norway Poland Portugal Slovak Republic South Korea

223.30 219.90 124.88 254.31 (X) 213.94

261.83 251.58 147.11 270.41 (X) 258.61

605.49 509.57 349.26 621.75 (X) (X)

98.93 103.06 66.51 92.42 (X) 117.07

217.03 229.35 157.58 206.43 (X) 288.65

121.55 156.64 124.71 131.70 (X) (X)

Spain Sweden Switzerland United Kingdom

213.97 203.13 215.81 290.88

249.93 232.73 248.48 345.27

510.16 406.55 649.96 639.06

90.77 102.00 93.06 103.35

181.37 220.72 204.63 223.37

137.79 186.64 133.97 165.90

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: (X) = suppressed to avoid disclosing information about particular individuals. a. Includes nondisabled and disabled widow(er)s, mothers and fathers, and parents. CONTACT: (410) 965-0090 or [email protected].


Section 6

Old-Age, Survivors, and Disability Insurance Benefits Awarded Summary

6.1

Retired Workers

6.11

Disabled Workers

6.21

Dependents and Survivors

6.25

Benefits Withheld

6.40

Benefits Terminated

6.44

6.A OASDI Benefits Awarded: Summary Table 6.A1—Number, by type of benefit, 1940–2014 Wives and husbands of— Year Total

Children of—

Widowed Disabled mothers and workers fathers

Retired workers

Disabled workers

Retired workers

Disabled workers

Retired workers

Deceased workers

Widow(er)s

Parents

247,070,593 104,600,353

30,311,246

22,027,837

4,288,421

8,642,249

24,362,163

19,953,511

5,138,528

26,363,508

115,343

All benefits

a

1940 1941 1942 1943 1944

254,984 269,286 258,116 262,865 318,949

132,335 114,660 99,622 89,070 110,097

... ... ... ... ...

34,555 36,213 33,250 31,916 40,349

... ... ... ... ...

8,249 6,031 4,859 3,652 4,350

51,133 69,588 72,525 81,967 95,326

... ... ... ... ...

23,260 30,502 31,820 35,420 42,649

4,600 11,020 14,774 19,576 24,759

852 1,272 1,266 1,264 1,419

1945 1946 1947 1948 1949

462,463 547,150 572,909 596,201 682,241

185,174 258,980 271,488 275,903 337,273

... ... ... ... ...

63,068 88,515 94,189 98,554 117,356

... ... ... ... ...

7,215 10,736 12,446 12,604 15,854

120,299 104,139 103,308 106,351 103,068

... ... ... ... ...

55,108 44,190 42,807 44,276 43,087

29,844 38,823 45,249 55,667 62,928

1,755 1,767 3,422 2,846 2,675

1950 1951 1952 1953 1954

962,628 1,336,432 1,053,303 1,419,462 1,401,733

567,131 702,984 531,206 771,671 749,911

... ... ... ... ...

162,768 228,887 177,707 246,856 236,764

... ... ... ... ...

25,495 40,958 24,695 33,868 35,938

97,146 189,542 158,650 178,310 176,858

... ... ... ... ...

41,101 78,323 64,875 71,945 70,775

66,735 89,591 92,302 112,866 128,026

2,252 6,147 3,868 3,946 3,461

1955 1956 1957 1958 b 1959 c

1,657,773 1,855,296 2,832,344 2,123,465 2,501,802

909,883 934,033 1,424,975 1,041,668 1,089,740

... ... 178,802 131,382 177,811

288,915 384,562 578,012 366,553 390,517

... ... ... 12,920 54,299

40,402 37,900 81,842 63,408 83,157

198,393 173,883 231,321 205,110 265,123

... ... ... 18,264 78,655

76,018 67,475 88,174 81,467 102,020

140,624 253,524 244,633 199,320 252,683

3,538 3,919 4,585 3,373 7,797

1960 1961 1962 1963 1964

2,336,144 3,046,653 3,004,501 2,729,559 2,552,063

981,717 1,361,505 1,347,268 1,145,602 1,041,807

207,805 279,758 250,634 223,739 207,592

339,987 394,198 393,857 345,610 316,262

54,187 77,588 69,212 66,543 59,706

69,979 126,019 135,984 115,220 100,051

241,430 264,440 266,286 281,511 288,304

104,310 189,283 170,354 163,967 145,439

92,607 98,449 99,925 104,960 106,249

239,267 251,275 267,051 278,709 283,263

4,855 4,138 3,930 3,698 3,390

1965 1966 1967 1968 1969

3,072,426 4,722,483 3,596,770 3,619,927 3,699,633

1,183,133 1,647,524 1,161,130 1,240,098 1,272,784

253,499 278,345 301,359 323,154 344,741

321,015 396,856 319,503 329,935 335,723

69,183 81,238 87,296 89,603 94,690

134,187 195,055 167,676 172,460 176,162

451,399 584,901 534,568 593,331 622,109

197,616 276,093 282,662 299,016 313,629

100,005 107,135 110,762 113,765 116,922

359,431 403,595 355,589 375,391 375,753

2,958 3,202 2,658 2,144 2,093

1970 1971 1972 1973 1974

3,722,433 3,965,157 4,202,607 4,220,493 4,100,809

1,338,107 1,391,403 1,461,399 1,493,194 1,413,145

350,384 415,897 455,438 491,616 535,977

339,447 338,219 353,742 349,493 319,149

96,304 113,222 124,366 128,198 132,042

182,595 196,589 209,422 217,708 201,684

591,724 613,193 643,513 618,825 574,174

316,546 372,224 411,766 413,751 443,909

112,377 116,548 117,699 118,775 109,221

363,216 381,262 402,809 372,167 363,693

1,852 1,635 2,086 1,655 1,155

1975 1976 1977 1978 1979

4,427,138 4,351,654 4,610,730 4,166,571 4,229,286

1,505,750 1,475,773 1,593,631 1,472,786 1,590,854

592,049 551,460 568,874 464,415 416,713

350,558 346,623 390,874 346,956 358,163

148,741 147,407 151,938 130,161 113,243

225,579 236,805 259,447 214,284 247,800

591,118 578,905 587,589 566,992 544,549

515,216 511,487 518,477 453,382 399,172

116,224 113,520 118,821 110,015 110,424

377,246 385,373 416,735 403,679 445,555

969 914 870 844 788

1980 1981 1982 1983 1984

4,214,567 4,029,827 3,840,579 3,755,994 3,690,103

1,612,669 1,578,990 1,618,411 1,669,738 1,607,370

396,559 351,847 297,131 311,549 361,998

360,693 338,540 349,967 356,274 342,691

108,500 95,575 77,835 80,079 81,834

248,658 211,406 182,849 144,945 131,986

540,246 535,487 473,396 380,992 351,326

385,208 339,654 260,470 226,895 238,252

107,809 99,653 86,786 82,464 73,794

452,156 477,121 492,451 501,688 499,677

724 606 498 431 383

1985 1986 1987 1988 1989

3,796,394 3,853,454 3,733,853 3,680,969 3,646,349

1,690,490 1,734,248 1,681,716 1,654,068 1,656,744

377,371 416,865 415,848 409,490 425,582

356,558 358,115 333,333 316,929 310,498

83,511 82,435 77,316 73,790 69,113

128,076 122,652 117,984 116,659 106,491

332,531 319,808 310,573 324,346 307,484

253,025 258,167 256,742 265,026 261,387

72,241 69,340 64,777 62,676 59,525

501,673 491,052 475,035 457,574 449,139

381 344 286 263 281

1990 1991 1992 1993 1994

3,716,924 3,865,426 4,050,849 4,001,201 3,940,342

1,664,754 1,695,346 1,707,949 1,661,281 1,625,347

467,977 536,434 636,637 635,238 631,870

308,980 307,000 304,764 290,728 275,025

69,667 72,754 78,083 74,605 69,549

108,105 107,261 108,686 106,566 102,983

303,616 301,459 304,300 311,290 310,051

283,586 318,188 381,585 398,598 411,205

58,060 57,896 56,402 56,408 54,732

451,862 468,788 472,078 466,198 459,340

233 246 298 238 213

1995 1996 1997 1998 1999

3,882,193 3,793,238 3,865,966 3,800,259 3,917,099

1,609,174 1,581,452 1,718,623 1,631,511 1,690,024

645,832 624,335 587,417 608,131 620,488

258,740 244,014 268,012 263,668 275,568

63,097 57,528 50,818 47,550 46,164

101,239 98,655 97,594 96,893 99,826

306,044 302,480 297,204 294,851 295,196

401,295 397,350 362,548 371,426 378,144

51,645 49,150 43,504 42,395 41,756

444,899 438,081 440,076 443,669 469,806

200 177 157 152 118 (Continued)


6.A OASDI Benefits Awarded: Summary Table 6.A1—Number, by type of benefit, 1940–2014—Continued Wives and husbands of—

Children of—

Widowed Disabled mothers and workers fathers

a

Retired workers

Disabled workers

Retired workers

Disabled workers

Retired workers

Deceased workers

Widow(er)s

Parents

2000 2001 2002 2003 2004

4,290,080 4,161,971 4,335,714 4,321,778 4,458,816

1,960,649 1,779,228 1,812,551 1,791,316 1,883,060

621,650 691,309 750,003 777,461 795,775

341,503 314,547 317,685 305,831 319,430

43,941 43,412 45,600 47,183 48,016

115,358 110,680 116,186 111,992 115,391

297,686 302,445 310,395 305,409 309,472

363,632 383,049 419,780 434,953 433,699

40,491 41,323 40,829 39,206 40,030

505,021 495,848 522,537 508,306 513,839

135 129 139 121 104

2005 2006 2007 2008 2009

4,672,152 4,621,110 4,710,830 5,134,644 5,728,086

2,000,157 1,999,019 2,035,780 2,278,997 2,739,966

829,687 798,675 804,787 877,226 970,696

329,225 328,430 316,782 344,003 375,123

50,187 49,521 47,583 50,756 54,112

123,494 126,860 126,678 140,581 156,412

314,786 321,155 322,326 329,397 319,127

469,267 449,020 453,292 490,895 532,132

38,248 35,981 33,597 32,717 32,878

516,949 512,320 569,862 589,940 547,495

152 129 143 132 145

2010 2011 2012 2013 2014

5,697,011 5,567,020 5,654,668 5,533,395 5,361,293

2,634,439 2,577,647 2,735,007 2,794,285 2,771,933

1,026,988 998,979 960,206 868,965 778,796

354,947 345,821 369,410 373,933 385,394

53,987 53,276 50,165 46,183 42,609

155,193 152,427 142,114 136,934 134,070

320,293 310,926 304,199 288,474 282,492

569,020 553,157 512,706 451,427 393,513

31,797 30,117 28,618 26,669 25,319

550,223 544,542 552,135 546,435 547,090

124 128 108 90 77

Year

All benefits

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Benefits not necessarily payable at time of award. Data for 2006–2011 omit individuals whose benefits were reinstated under the Expedited Reinstatement provisions. For that reason, as well as for differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable. a. Annual totals for 1966 through 2002 include special age-72 beneficiaries; for all years combined, these awards number 1,267,434 and are included in the cumulative total. b. January–November. c. Includes December 1958. CONTACT: (410) 965-0090 or [email protected].


6.A OASDI Benefits Awarded: Summary Table 6.A2—Average primary insurance amount for retired workers and average monthly benefit for retired and disabled workers, and nondisabled widows, by type of benefit and sex, selected years 1940–2014 (in dollars) Average primary insurance amount for retired workers (dollars)

Average monthly benefit (dollars) Retired workers

Disabled workers

All

Men

Women

All

Men

Women

All

Men

Women

Non-disabled widows

1940 1945 1950 (Jan.–Aug.) 1950 (Sept.–Dec.) 1955

22.71 25.11 29.03 33.24 69.74

23.26 25.71 30.16 35.32 75.86

18.38 19.99 22.98 26.85 56.05

22.71 25.11 29.03 33.24 69.74

23.26 25.71 30.16 35.32 75.86

18.38 19.99 22.98 26.85 56.05

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

20.36 20.17 21.65 36.89 49.68

1960 1965 (Jan.–Aug.) 1965 (Sept.–Dec.) 1970 1975 (Jan.–May) 1975 (June–Dec.)

83.87 88.57 99.36 133.94 216.56 235.13

92.03 96.56 108.79 146.99 242.76 264.67

69.23 74.99 82.34 113.69 176.76 191.56

81.73 82.69 89.20 123.82 196.42 213.68

92.03 90.89 99.90 136.80 220.35 241.05

63.26 68.78 71.26 103.67 160.50 173.31

91.16 93.26 101.30 139.79 220.60 243.47

94.02 97.89 106.51 148.39 241.48 266.08

78.91 80.27 86.75 115.74 175.27 192.13

62.12 73.81 75.37 106.95 185.34 198.88

1980 (Jan.–May) 1980 (June–Dec.) 1981 (Jan.–May) 1981 (June–Dec.) 1982 (Jan.–May) 1982 (June–Dec.)

353.80 396.30 400.10 438.80 425.60 447.10

411.70 465.50 467.50 514.50 504.20 532.70

270.50 301.00 302.60 332.60 315.10 328.50

321.10 359.80 363.60 400.10 388.40 408.60

374.00 422.90 424.20 468.00 457.50 483.00

244.90 272.90 276.00 304.80 291.40 305.50

352.10 396.50 389.80 425.60 416.90 441.10

388.80 437.90 431.40 471.30 462.40 489.50

269.70 301.00 295.00 320.70 312.70 328.00

277.50 312.80 313.00 346.30 350.80 375.30

1983 (Jan.–Nov.) 1983 (Dec.) 1984 (Jan.–Nov.) 1984 (Dec.) 1985 (Jan.–Nov.) 1985 (Dec.)

448.00 451.20 457.10 471.00 475.70 487.60

531.60 546.40 544.40 565.70 566.20 588.30

330.00 325.50 335.60 343.00 348.00 352.00

408.20 410.20 414.70 429.50 432.00 443.10

480.30 491.80 489.40 511.30 509.60 530.00

306.50 302.50 310.90 318.90 322.20 326.10

432.40 445.30 443.00 461.10 459.20 477.60

480.30 496.80 494.00 516.50 514.00 535.90

317.90 333.20 332.20 342.90 345.00 357.20

385.10 400.50 406.80 428.00 431.10 436.90


500.30 504.60 516.80 536.90 540.70 560.00

596.90 611.00 618.90 648.80 648.60 679.50

363.50 361.70 374.10 386.80 390.40 401.20

453.10 456.90 466.10 484.00 487.80 504.90

536.00 548.40 553.60 580.00 580.30 607.00

335.70 334.00 343.90 355.20 359.00 369.20

471.50 489.00 487.00 517.10 517.20 543.00

527.60 546.90 546.80 583.40 581.90 612.70

358.20 369.60 368.90 391.80 392.60 410.00

452.10 446.20 462.00 477.40 488.80 499.20


572.80 597.50 609.00 626.40 642.80 656.20

686.90 724.90 729.70 761.00 768.90 793.40

412.90 425.90 438.20 447.30 460.40 467.40

516.60 538.70 550.50 559.30 583.50 592.80

614.80 647.50 654.60 672.10 692.30 709.50

379.00 392.10 403.30 409.30 426.10 432.10

539.90 571.20 566.90 600.60 593.00 613.20

608.00 645.90 637.80 676.90 666.90 689.70

414.40 437.50 438.90 466.60 464.20 481.50

512.90 525.70 541.10 566.60 573.70 582.10


671.60 688.30 697.10 716.20 722.90 741.90

803.10 829.30 831.50 861.70 862.90 892.40

483.40 493.80 507.10 519.00 530.30 541.50

608.60 620.70 630.60 645.90 651.00 665.70

721.90 740.90 746.20 769.80 771.30 794.20

446.50 454.90 467.00 477.90 485.40 494.50

601.60 625.70 621.70 649.90 647.00 684.80

677.00 706.50 699.80 735.70 731.30 776.50

474.70 490.30 494.70 512.30 518.50 549.00

596.90 604.00 620.70 618.90 637.80 644.60


744.30 765.30 769.20 788.90 787.10 812.80

887.00 917.60 916.80 950.20 951.70 982.00

551.40 563.60 572.40 582.90 608.50 610.40

671.70 668.40 693.60 708.70 723.30 734.50

794.30 818.00 820.50 846.00 854.30 876.90

505.80 516.70 524.50 533.30 581.30 564.40

675.70 703.40 693.70 727.70 718.30 748.40

767.30 798.70 788.90 832.00 820.40 851.60

546.00 568.70 567.80 590.00 590.70 615.10

662.50 675.40 683.10 690.30 700.60 699.90


819.50 831.10 857.60 875.70 904.90 930.00

983.10 1,003.20 1,023.20 1,043.90 1,069.40 1,111.00

620.00 628.80 649.50 663.70 685.40 713.00

744.70 754.20 777.10 791.20 841.60 842.80

882.10 898.40 918.40 934.30 990.50 996.50

577.10 584.70 599.60 610.70 643.00 658.50

737.00 762.00 763.90 792.60 806.40 846.60

841.50 870.30 870.60 904.30 917.60 960.20

610.60 633.80 636.60 660.60 673.20 710.00

716.70 711.00 713.30 708.20 708.70 715.40

Year a

(Continued)


6.A OASDI Benefits Awarded: Summary Table 6.A2—Average primary insurance amount for retired workers and average monthly benefit for retired and disabled workers, and nondisabled widows, by type of benefit and sex, selected years 1940–2014 (in dollars)—Continued Average primary insurance amount for retired workers (dollars)

Average monthly benefit (dollars) Retired workers

Disabled workers

All

Men

Women

All

Men

Women

All

Men

Women

Non-disabled widows


953.90 982.10 1,026.30 1,029.90 1,067.10 1,083.60

1,134.50 1,168.90 1,219.00 1,230.00 1,272.60 1,297.70

730.80 749.90 788.10 788.50 824.90 830.40

855.70 881.10 914.10 916.90 939.70 963.80

1,008.40 1,039.10 1,076.80 1,084.50 1,109.40 1,142.30

667.20 684.70 712.90 714.80 739.60 752.70

847.00 868.40 897.50 906.70 935.80 946.80

961.70 982.70 1,019.50 1,028.10 1,061.50 1,075.80

711.00 734.90 753.30 762.50 786.90 794.60

735.80 717.10 750.50 751.90 779.00 780.00


1,072.50 1,090.70 1,106.10 1,135.70 1,163.30 1,193.60

1,277.60 1,309.70 1,314.10 1,367.90 1,376.70 1,415.30

834.20 853.80 869.30 899.00 923.70 947.50

936.10 961.20 960.40 1,011.00 1,020.50 1,045.90

1,104.70 1,136.50 1,130.30 1,189.20 1,195.70 1,232.40

740.20 771.50 767.00 829.40 823.80 838.90

942.60 965.80 961.00 997.20 999.00 1,020.60

1,068.40 1,093.50 1,086.80 1,128.50 1,129.00 1,148.00

795.70 819.00 815.90 846.10 851.00 875.60

768.10 785.90 780.50 809.40 818.70 854.90

2007 (Jan.–Nov.) 2007 (Dec.) 2008 (Jan.–Nov.) 2008 (Dec.) 2009 (Jan.–Dec.) 2010 (Jan.–Dec.)

1,212.90 1,223.60 1,259.00 1,297.90 1,339.70 1,350.60

1,428.00 1,445.40 1,476.00 1,552.10 1,563.60 1,563.70

972.40 976.50 1,014.70 1,066.20 1,087.20 1,113.80

1,069.80 1,081.00 1,113.80 1,083.30 1,181.60 1,193.10

1,249.90 1,269.60 1,297.40 1,256.20 1,365.60 1,370.50

868.30 870.80 907.10 925.70 974.10 996.00

1,030.50 1,045.70 1,053.90 1,109.10 1,119.90 1,128.80

1,161.90 1,174.70 1,184.60 1,245.30 1,255.00 1,261.80

880.60 898.20 905.10 953.60 963.10 971.80

861.40 873.80 868.90 891.40 916.30 913.60


1,347.47 1,383.41 1,400.39 1,418.00 1,434.04 1,432.15

1,553.84 1,595.14 1,611.70 1,623.23 1,642.38 1,634.90

1,123.70 1,158.70 1,173.37 1,189.45 1,210.29 1,213.94

1,198.52 1,240.61 1,268.83 1,311.69 1,315.48 1,324.53

1,372.44 1,417.35 1,447.85 1,487.50 1,493.39 1,497.77

1,009.95 1,053.03 1,076.50 1,115.91 1,124.41 1,138.08

1,148.16 1,215.48 1,186.07 1,183.39 1,203.98 1,226.25

1,280.13 1,351.98 1,319.45 1,317.40 1,339.18 1,364.14

992.75 1,055.75 1,033.37 1,037.30 1,052.20 1,070.13

939.11 980.68 960.96 951.42 977.80 978.45

2014 (Jan.–Nov.) 2014 (Dec.)

1,456.52 1,469.49

1,660.10 1,681.35

1,238.55 1,245.53

1,339.91 1,371.34

1,516.12 1,555.03

1,151.24 1,177.17

1,235.04 1,263.63

1,372.57 1,401.62

1,079.55 1,111.85

995.30 995.40

Year a

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Data for 2006–2011 omit individuals whose benefits were reinstated under the Expedited Reinstatement provisions. For that reason, as well as for differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable. a. Some years are shown in several parts to reflect changes in benefit rates during the year. CONTACT: (410) 965-0090 or [email protected].


6.A OASDI Benefits Awarded: Summary Table 6.A3—Number and average monthly benefit, by type of benefit, sex, age, and basis of entitlement, 2014 Total

Male Average monthly

Age and basis of entitlement

Number

a

benefit (dollars)

Female Average monthly

Number

a

benefit (dollars)

Retired workers Total 62–64 65–69 70 or older

Average monthly a

Number

benefit (dollars)

b

2,771,933

1,363.30

1,432,653

1,542.82

1,339,280

1,171.26

1,380,803 1,317,140 73,990

1,104.34 1,601.17 1,961.60

667,382 735,784 29,487

1,248.14 1,782.67 2,227.18

713,421 581,356 44,503

969.82 1,371.44 1,785.63

Disabled workers Total

778,796

1,256.64

412,855

1,396.35

365,941

1,099.02

44,431 69,253 134,854 154,584 221,399 154,275

756.42 1,049.63 1,179.82 1,244.18 1,345.61 1,445.58

24,921 34,034 66,349 78,517 119,826 89,208

765.56 1,105.25 1,294.66 1,393.32 1,510.56 1,608.51

19,510 35,219 68,505 76,067 101,573 65,067

744.73 995.88 1,068.60 1,090.22 1,151.03 1,222.20

Total

428,003

550.79

42,340

523.54

385,663

553.78

Subtotal

385,394

573.40

38,673

541.71

346,721

576.93

8,289 377,105 165,785 192,886 18,434

564.80 573.59 402.40 737.71 395.90

68 38,605 6,193 27,068 5,344

553.24 541.69 306.54 637.76 327.54

8,221 338,500 159,592 165,818 13,090

564.89 577.23 406.11 754.03 423.81

42,609

346.28

3,667

331.92

38,942

347.63

10,075 32,534

240.20 379.13

584 3,083

189.47 358.90

9,491 29,451

243.33 381.25

Under 30 30–39 40–49 50–54 55–59 60 or older

Spouses

Spouses of retired workers

Entitlement based on care of children Entitlement based on age 62–64 65–69 70 or older

Spouses of disabled workers Subtotal Entitlement based on care of children Entitlement based on age

Children Total

810,075

553.30

420,332

554.61

389,743

551.89

By age Under age 18 Disabled, aged 18 or older Students aged 18–19

479,380 60,902 269,793

498.63 542.92 652.79

242,566 35,416 142,350

497.97 541.51 654.38

236,814 25,486 127,443

499.30 544.87 651.01

By basis of entitlement Children of retired workers Children of deceased workers Children of disabled workers

134,070 282,492 393,513

606.36 827.62 338.30

69,995 146,455 203,882

604.11 829.44 340.19

64,075 136,037 189,631

608.82 825.66 336.26

Widowed mothers and fathers Total

25,319

909.70

3,131

756.84

22,188

931.27

By age Under 30 30–39 40–49 50–59 60 or older

2,350 7,357 10,251 4,772 589

733.23 803.65 951.56 1,064.02 959.46

158 762 1,290 827 94

586.04 675.36 764.86 854.36 736.27

2,192 6,595 8,961 3,945 495

743.84 818.47 978.44 1,107.97 1,001.84

Total

517,417

1,010.99

44,728

783.21

472,689

1,032.55

By age 60–64 65–69 70–74 75 or older

161,982 116,549 68,687 170,199

1,157.89 1,101.80 816.03 887.69

19,444 10,714 4,084 10,486

957.40 937.72 481.87 419.71

142,538 105,835 64,603 159,713

1,185.23 1,118.41 837.15 918.42

Nondisabled widow(er)s

(Continued)


6.A OASDI Benefits Awarded: Summary Table 6.A3—Number and average monthly benefit, by type of benefit, sex, age, and basis of entitlement, 2014—Continued Total

Male Average monthly a

Number

benefit (dollars)

Total

29,673

696.02

3,018

By age 50–54 55–59 60 or older

13,359 16,162 152

685.52 704.01 768.78

1,284 1,717 17

77

1,046.68

Age and basis of entitlement

Female Average monthly

Number

a

benefit (dollars)

Average monthly a

Number

benefit (dollars)

536.65

26,655

714.06

524.42 543.67 751.79

12,075 14,445 135

702.65 723.07 770.92

1,083.33

64

1,039.24

Disabled widow(er)s

Parents All ages

13

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Effective 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. b. Includes conversions from nondisabled widow(er)'s benefits to higher retired-worker benefits. CONTACT: (410) 965-0090 or [email protected].


6.A OASDI Benefits Awarded: Summary Table 6.A4—Number and average monthly benefit for retired and disabled workers, by age and sex, 2014 Total

Men Average monthly

Number

benefit a (dollars)

Number

2,771,933

1,363.30

1,432,653

62–64 62 63 64

1,380,803 1,026,605 176,549 177,649

1,104.34 1,057.88 1,198.36 1,279.39

667,382 494,339 87,575 85,468

65–69 65 66 Disability conversions New entitlements

1,317,140 285,312 937,154 450,619 486,535

1,601.17 1,505.58 1,599.35 1,382.51 1,800.19

49,738 24,026 20,910 69,203 4,787

Age

Women Average monthly benefit a (dollars)

Average monthly Number

benefit a (dollars)

1,542.82

1,339,280

1,171.26

1,248.14 1,194.62 1,345.84 1,457.57

713,421 532,266 88,974 92,181

969.82 930.88 1,053.20 1,114.18

735,784 147,436 535,790 242,560 293,230

1,782.67 1,683.57 1,775.97 1,546.40 1,965.87

581,356 137,876 401,364 208,059 193,305

1,371.44 1,315.26 1,363.58 1,191.43 1,548.86

1,866.02 1,908.60 2,003.45

28,941 13,137 10,480

2,064.00 2,154.40 2,276.72

20,797 10,889 10,430

1,590.51 1,612.05 1,728.87

2,041.70 803.63

27,346 2,141

2,345.72 713.10

41,857 2,646

1,843.08 876.89

Retired workers Total

b

67 68 69 70–74 75 or older

Disabled workers Total

778,796

1,256.64

412,855

1,396.35

365,941

1,099.02

21,219 23,212 31,030 38,223 55,918 78,936

627.19 874.54 1,003.31 1,087.23 1,149.27 1,201.47

12,483 12,438 15,569 18,465 27,353 38,996

631.34 900.27 1,045.35 1,155.75 1,250.59 1,325.57

8,736 10,774 15,461 19,758 28,565 39,940

621.27 844.84 960.97 1,023.20 1,052.24 1,080.30

50–54 50 51 52 53 54

154,584 36,611 27,968 28,941 29,724 31,340

1,244.18 1,188.73 1,238.68 1,250.82 1,269.54 1,283.66

78,517 18,358 14,224 14,643 15,238 16,054

1,393.32 1,332.86 1,380.68 1,398.22 1,422.33 1,441.65

76,067 18,253 13,744 14,298 14,486 15,286

1,090.22 1,043.77 1,091.72 1,099.85 1,108.81 1,117.73

55–59 55 56 57 58 59

221,399 53,222 40,899 42,478 42,475 42,325

1,345.61 1,290.95 1,334.69 1,352.80 1,373.98 1,389.21

119,826 28,532 21,917 22,867 23,120 23,390

1,510.56 1,448.23 1,495.86 1,523.09 1,540.39 1,558.61

101,573 24,690 18,982 19,611 19,355 18,935

1,151.03 1,109.21 1,148.59 1,154.24 1,175.20 1,179.95

60–65 60 61 62 63 64 65

154,275 43,760 37,192 29,969 21,652 14,837 6,865

1,445.58 1,421.65 1,444.17 1,472.84 1,445.01 1,462.15 1,452.83

89,208 24,827 21,332 17,415 12,655 8,803 4,176

1,608.51 1,584.72 1,606.59 1,642.68 1,608.39 1,619.64 1,594.29

65,067 18,933 15,860 12,554 8,997 6,034 2,689

1,222.20 1,207.82 1,225.71 1,237.24 1,215.20 1,232.39 1,233.13

Under 25 25–29 30–34 35–39 40–44 45–49

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Effective 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. b. Includes conversions from nondisabled widow(er)'s benefits to higher retired-worker benefits. CONTACT: (410) 965-0090 or [email protected].


6.A OASDI Benefits Awarded: Summary Table 6.A5—Number and average monthly benefit with reduction for early retirement, by type of benefit, age, and sex, 2014 Total

Men Average monthly

Age

a

Women Average monthly

Number

benefit (dollars)

Number

1,708,707

1,179.41

839,256

1,026,605 176,549 177,649 285,274 41,292 41,116 176 1,338

1,057.88 1,198.36 1,279.39 1,505.71 1,419.99 1,420.68 1,257.30 1,656.24

494,339 87,575 85,468 147,414 24,312 24,278 34 148

45,145

1,380.07

18,346 13,185 9,281 4,333

1,392.07 1,373.17 1,358.67 1,396.13

240,928

413.09

a

benefit (dollars)

Average monthly a

Number

benefit (dollars)

1,334.66

869,451

1,029.55

1,194.62 1,345.84 1,457.57 1,683.74 1,587.24 1,587.14 1,652.89 2,265.02

532,266 88,974 92,181 137,860 16,980 16,838 142 1,190

930.88 1,053.20 1,114.18 1,315.34 1,180.52 1,180.67 1,162.58 1,580.53

26,545

1,542.58

18,600

1,148.15

10,601 7,782 5,557 2,605

1,563.28 1,535.64 1,514.56 1,538.83

7,745 5,403 3,724 1,728

1,157.72 1,139.15 1,126.04 1,181.01

318.22

229,140

417.97

329.58 264.49

202,258 26,882

426.02 357.39

Retired workers Total 62 63 64 65 66 Disability conversions New entitlements 67 or older

Disabled workers Total 62 63 64 65

Wives and husbands Total

11,788 By basis of entitlement

Wives and husbands of retired workers Wives and husbands of disabled workers

211,989 28,939

421.59 350.78

9,731 2,057

Wives 62 63 64 65 66 67 or older

229,140 108,809 32,273 43,621 41,033 1,327 2,077

417.97 370.51 383.79 479.62 509.31 404.87 344.74

... ... ... ... ... ... ...

... ... ... ... ... ... ...

229,140 108,809 32,273 43,621 41,033 1,327 2,077

417.97 370.51 383.79 479.62 509.31 404.87 344.74

11,788

318.22

11,788

318.22

...

...

By sex

Husbands

Nondisabled widow(er)s Total Nondisabled widows 60 61 62 63 64 65 66 67–69 70 or older Nondisabled widowers

206,232

1,151.03

23,283

969.82

182,949

1,174.09

182,949 62,342 23,200 21,494 16,331 19,171 26,627 9,809 460 3,515

1,174.09 1,174.20 1,222.88 1,194.47 1,165.76 1,181.82 1,301.86 964.05 447.05 435.37

... ... ... ... ... ... ... ... ... ...

... ... ... ... ... ... ... ... ... ...

182,949 62,342 23,200 21,494 16,331 19,171 26,627 9,809 460 3,515

1,174.09 1,174.20 1,222.88 1,194.47 1,165.76 1,181.82 1,301.86 964.05 447.05 435.37

23,283

969.82

23,283

969.82

...

...

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Effective 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. . . . = not applicable. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. CONTACT: (410) 965-0090 or [email protected].


6.A OASDI Benefits Awarded: Summary Table 6.A6—Number, percentage distribution, and average monthly benefit for retired and disabled workers, by state or other area, 2014 Retired workers

Disabled workers Average monthly


a

Average monthly a

Number

Percent

benefit (dollars)

Number

Percent

benefit (dollars)

2,771,933

100.0

1,363.30

778,796

100.0

1,256.64


47,299 5,581 55,494 28,338 282,931

1.7 0.2 2.0 1.0 10.2

1,332.82 1,327.38 1,381.66 1,289.06 1,333.51

18,709 1,102 11,974 11,275 65,858

2.4 0.1 1.5 1.4 8.5

1,239.66 1,275.20 1,295.96 1,198.40 1,210.74


40,686 31,464 8,924 4,334 185,605

1.5 1.1 0.3 0.2 6.7

1,381.56 1,535.90 1,480.66 1,354.07 1,316.62

9,941 7,268 2,140 1,486 49,127

1.3 0.9 0.3 0.2 6.3

1,316.34 1,350.80 1,327.28 1,086.30 1,238.24


83,434 13,089 14,443 104,975 59,390

3.0 0.5 0.5 3.8 2.1

1,328.47 1,345.64 1,314.93 1,394.74 1,415.18

25,789 2,344 3,755 25,398 18,754

3.3 0.3 0.5 3.3 2.4

1,251.56 1,280.12 1,216.22 1,298.86 1,301.15


28,606 24,634 41,040 37,678 14,883

1.0 0.9 1.5 1.4 0.5

1,381.45 1,426.16 1,285.82 1,257.31 1,274.36

7,143 6,282 15,443 14,809 4,045

0.9 0.8 2.0 1.9 0.5

1,220.67 1,268.19 1,247.28 1,169.50 1,204.76


49,442 56,357 93,559 46,671 28,645

1.8 2.0 3.4 1.7 1.0

1,490.27 1,441.66 1,433.48 1,454.93 1,264.13

13,582 18,090 29,233 11,460 11,031

1.7 2.3 3.8 1.5 1.4

1,323.39 1,283.74 1,307.96 1,294.34 1,193.77


54,383 10,768 15,482 24,714 13,679

2.0 0.4 0.6 0.9 0.5

1,335.16 1,282.64 1,403.81 1,298.62 1,491.68

19,277 2,201 3,999 5,634 3,855

2.5 0.3 0.5 0.7 0.5

1,235.71 1,162.97 1,200.57 1,311.91 1,295.38


75,754 19,028 165,215 92,176 6,050

2.7 0.7 6.0 3.3 0.2

1,528.91 1,280.08 1,417.78 1,359.79 1,342.38

21,382 5,585 45,527 26,911 1,220

2.7 0.7 5.8 3.5 0.2

1,388.22 1,165.90 1,282.78 1,259.61 1,201.89


102,520 33,094 39,058 122,246 9,776

3.7 1.2 1.4 4.4 0.4

1,326.46 1,325.40 1,356.16 1,428.63 1,418.97

32,731 11,440 10,277 34,487 3,101

4.2 1.5 1.3 4.4 0.4

1,226.36 1,189.96 1,267.22 1,278.89 1,261.82


48,399 8,027 62,907 187,450 17,124

1.7 0.3 2.3 6.8 0.6

1,356.11 1,308.75 1,345.34 1,331.13 1,403.18

14,402 1,775 20,292 50,534 4,362

1.8 0.2 2.6 6.5 0.6

1,253.75 1,158.00 1,232.76 1,236.62 1,263.87 (Continued)


6.A OASDI Benefits Awarded: Summary Table 6.A6—Number, percentage distribution, and average monthly benefit for retired and disabled workers, by state or other area, 2014—Continued Retired workers

Disabled workers Average monthly a

Average monthly a

State or area

Number

Percent

benefit (dollars)

Number

Percent

benefit (dollars)


6,773 71,208 62,235 20,613 55,477 5,513

0.2 2.6 2.2 0.7 2.0 0.2

1,396.88 1,434.85 1,447.84 1,344.51 1,416.31 1,397.99

1,848 20,477 16,898 7,350 14,508 1,322

0.2 2.6 2.2 0.9 1.9 0.2

1,207.48 1,284.41 1,320.74 1,289.50 1,296.63 1,288.55

Outlying areas Puerto Rico Other b

28,118 26,644

1.0 1.0

926.55 722.21

10,066 1,297

1.3 0.2

1,061.32 1,022.77

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Totals do not necessarily equal the sum of rounded components. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. b. Includes American Samoa, Guam, Northern Mariana Islands, U.S. Virgin Islands, and foreign countries. CONTACT: (410) 965-0090 or [email protected].


6.B OASDI Benefits Awarded: Retired Workers Table 6.B3—Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, 2014 Total



Number

Percent

Number

Percent

Number

Percent

2,771,933

100.0

1,708,707

100.0

1,063,226

100.0

214,784 31,515 50,001 62,179 65,033 71,839

7.7 1.1 1.8 2.2 2.3 2.6

164,123 23,953 42,050 52,658 54,060 57,544

9.6 1.4 2.5 3.1 3.2 3.4

50,661 7,562 7,951 9,521 10,973 14,295

4.8 0.7 0.7 0.9 1.0 1.3

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

81,415 84,598 85,761 87,154 82,492

2.9 3.1 3.1 3.1 3.0

62,280 63,873 63,675 64,308 58,914

3.6 3.7 3.7 3.8 3.4

19,135 20,725 22,086 22,846 23,578

1.8 1.9 2.1 2.1 2.2

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

80,857 79,750 78,504 77,263 76,771

2.9 2.9 2.8 2.8 2.8

56,288 54,794 53,686 51,798 51,262

3.3 3.2 3.1 3.0 3.0

24,569 24,956 24,818 25,465 25,509

2.3 2.3 2.3 2.4 2.4

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

73,565 72,332 68,919 67,064 66,135

2.7 2.6 2.5 2.4 2.4

48,010 46,307 44,545 42,649 41,345

2.8 2.7 2.6 2.5 2.4

25,555 26,025 24,374 24,415 24,790

2.4 2.4 2.3 2.3 2.3

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

64,196 74,190 76,222 72,287 67,204

2.3 2.7 2.7 2.6 2.4

40,150 50,239 52,807 48,832 43,439

2.3 2.9 3.1 2.9 2.5

24,046 23,951 23,415 23,455 23,765

2.3 2.3 2.2 2.2 2.2

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

62,939 57,353 52,228 48,996 45,903

2.3 2.1 1.9 1.8 1.7

39,200 34,864 30,625 28,232 25,529

2.3 2.0 1.8 1.7 1.5

23,739 22,489 21,603 20,764 20,374

2.2 2.1 2.0 2.0 1.9

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

43,038 45,369 404,077

1.6 1.6 14.6

20,898 18,377 77,393

1.2 1.1 4.5

22,140 26,992 326,684

2.1 2.5 30.7

Sex and monthly benefit (dollars) All retired workers Less than 500.00 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90


1,363.30

1,179.41



6.B OASDI Benefits Awarded: Retired Workers Table 6.B3—Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, 2014—Continued Total



Number

Percent

Number

Percent

Number

Percent

1,432,653

100.0

839,256

100.0

593,397

100.0

Less than 500.00 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

90,230 12,209 18,580 22,718 23,213 25,198

6.3 0.9 1.3 1.6 1.6 1.8

66,291 8,876 15,295 19,004 19,187 19,900

7.9 1.1 1.8 2.3 2.3 2.4

23,939 3,333 3,285 3,714 4,026 5,298

4.0 0.6 0.6 0.6 0.7 0.9

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

27,134 27,913 28,688 29,895 29,667

1.9 1.9 2.0 2.1 2.1

19,916 19,996 20,043 20,938 20,492

2.4 2.4 2.4 2.5 2.4

7,218 7,917 8,645 8,957 9,175

1.2 1.3 1.5 1.5 1.5

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

30,734 31,461 32,314 32,732 34,132

2.1 2.2 2.3 2.3 2.4

21,275 21,717 22,345 22,457 23,525

2.5 2.6 2.7 2.7 2.8

9,459 9,744 9,969 10,275 10,607

1.6 1.6 1.7 1.7 1.8

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

33,825 34,187 34,122 34,177 34,498

2.4 2.4 2.4 2.4 2.4

23,129 23,217 22,966 22,864 22,974

2.8 2.8 2.7 2.7 2.7

10,696 10,970 11,156 11,313 11,524

1.8 1.8 1.9 1.9 1.9

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

34,606 42,571 46,135 45,040 43,070

2.4 3.0 3.2 3.1 3.0

23,127 30,862 34,194 33,055 30,415

2.8 3.7 4.1 3.9 3.6

11,479 11,709 11,941 11,985 12,655

1.9 2.0 2.0 2.0 2.1

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

41,339 38,061 35,426 33,729 31,732

2.9 2.7 2.5 2.4 2.2

28,287 25,552 23,013 21,494 19,516

3.4 3.0 2.7 2.6 2.3

13,052 12,509 12,413 12,235 12,216

2.2 2.1 2.1 2.1 2.1

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

29,779 30,950 312,588

2.1 2.2 21.8

15,875 13,850 63,609

1.9 1.7 7.6

13,904 17,100 248,979

2.3 2.9 42.0

Sex and monthly benefit (dollars) Men


1,542.82

1,334.66



6.B OASDI Benefits Awarded: Retired Workers Table 6.B3—Number and percentage distribution with and without reduction for early retirement, by sex and monthly benefit, 2014—Continued Total



Number

Percent

Number

Percent

Number

Percent

1,339,280

100.0

869,451

100.0

469,829

100.0

124,554 19,306 31,421 39,461 41,820 46,641

9.3 1.4 2.3 2.9 3.1 3.5

97,832 15,077 26,755 33,654 34,873 37,644

11.3 1.7 3.1 3.9 4.0 4.3

26,722 4,229 4,666 5,807 6,947 8,997

5.7 0.9 1.0 1.2 1.5 1.9

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

54,281 56,685 57,073 57,259 52,825

4.1 4.2 4.3 4.3 3.9

42,364 43,877 43,632 43,370 38,422

4.9 5.0 5.0 5.0 4.4

11,917 12,808 13,441 13,889 14,403

2.5 2.7 2.9 3.0 3.1

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

50,123 48,289 46,190 44,531 42,639

3.7 3.6 3.4 3.3 3.2

35,013 33,077 31,341 29,341 27,737

4.0 3.8 3.6 3.4 3.2

15,110 15,212 14,849 15,190 14,902

3.2 3.2 3.2 3.2 3.2

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

39,740 38,145 34,797 32,887 31,637

3.0 2.8 2.6 2.5 2.4

24,881 23,090 21,579 19,785 18,371

2.9 2.7 2.5 2.3 2.1

14,859 15,055 13,218 13,102 13,266

3.2 3.2 2.8 2.8 2.8

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

29,590 31,619 30,087 27,247 24,134

2.2 2.4 2.2 2.0 1.8

17,023 19,377 18,613 15,777 13,024

2.0 2.2 2.1 1.8 1.5

12,567 12,242 11,474 11,470 11,110

2.7 2.6 2.4 2.4 2.4

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

21,600 19,292 16,802 15,267 14,171

1.6 1.4 1.3 1.1 1.1

10,913 9,312 7,612 6,738 6,013

1.3 1.1 0.9 0.8 0.7

10,687 9,980 9,190 8,529 8,158

2.3 2.1 2.0 1.8 1.7

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

13,259 14,419 91,489

1.0 1.1 6.8

5,023 4,527 13,784

0.6 0.5 1.6

8,236 9,892 77,705

1.8 2.1 16.5

Sex and monthly benefit (dollars) Women Less than 500.00 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90


1,171.26

1,029.55

1,433.51

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Benefits awarded before the December cost-of-living increase are converted to the December rates before percentages are computed. Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


6.B OASDI Benefits Awarded: Retired Workers Table 6.B4—Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, 2014 Sex and primary insurance amount (dollars)

Total



Number

Percent

Number

Percent

Number

Percent

2,771,933

100.0

1,708,707

100.0

1,063,226

100.0

200,981 30,406 30,327 31,934 33,454 43,798

7.3 1.1 1.1 1.2 1.2 1.6

140,588 21,437 21,112 20,731 20,451 26,231

8.2 1.3 1.2 1.2 1.2 1.5

60,393 8,969 9,215 11,203 13,003 17,567

5.7 0.8 0.9 1.1 1.2 1.7

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

75,471 74,952 74,652 73,679 72,970

2.7 2.7 2.7 2.7 2.6

52,244 51,081 49,911 48,895 48,314

3.1 3.0 2.9 2.9 2.8

23,227 23,871 24,741 24,784 24,656

2.2 2.2 2.3 2.3 2.3

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

72,578 72,136 71,639 71,218 70,529

2.6 2.6 2.6 2.6 2.5

47,422 47,003 46,534 46,050 45,185

2.8 2.8 2.7 2.7 2.6

25,156 25,133 25,105 25,168 25,344

2.4 2.4 2.4 2.4 2.4

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

69,973 69,210 68,055 67,388 66,696

2.5 2.5 2.5 2.4 2.4

44,724 43,884 43,238 42,652 42,324

2.6 2.6 2.5 2.5 2.5

25,249 25,326 24,817 24,736 24,372

2.4 2.4 2.3 2.3 2.3

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

64,440 63,783 62,212 60,694 59,630

2.3 2.3 2.2 2.2 2.2

40,860 40,195 39,077 37,995 36,658

2.4 2.4 2.3 2.2 2.1

23,580 23,588 23,135 22,699 22,972

2.2 2.2 2.2 2.1 2.2

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

57,691 55,196 53,540 51,406 49,359

2.1 2.0 1.9 1.9 1.8

35,230 33,885 32,794 31,384 29,933

2.1 2.0 1.9 1.8 1.8

22,461 21,311 20,746 20,022 19,426

2.1 2.0 2.0 1.9 1.8

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

54,561 74,800 622,575

2.0 2.7 22.5

31,381 46,240 323,064

1.8 2.7 18.9

23,180 28,560 299,511

2.2 2.7 28.2

All retired workers Less than 500.00 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90


1,480.45

1,417.31



6.B OASDI Benefits Awarded: Retired Workers Table 6.B4—Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, 2014—Continued Sex and primary insurance amount (dollars)

Total



Number

Percent

Number

Percent

Number

Percent

1,432,653

100.0

839,256

100.0

593,397

100.0

Less than 500.00 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

74,470 10,926 10,667 10,776 11,010 14,588

5.2 0.8 0.7 0.8 0.8 1.0

49,202 7,544 7,309 6,982 6,804 8,826

5.9 0.9 0.9 0.8 0.8 1.1

25,268 3,382 3,358 3,794 4,206 5,762

4.3 0.6 0.6 0.6 0.7 1.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

24,710 24,855 25,276 25,244 25,194

1.7 1.7 1.8 1.8 1.8

16,835 16,446 16,369 16,153 15,926

2.0 2.0 2.0 1.9 1.9

7,875 8,409 8,907 9,091 9,268

1.3 1.4 1.5 1.5 1.6

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

25,366 25,924 26,153 26,908 27,477

1.8 1.8 1.8 1.9 1.9

15,796 16,099 16,122 16,687 16,792

1.9 1.9 1.9 2.0 2.0

9,570 9,825 10,031 10,221 10,685

1.6 1.7 1.7 1.7 1.8

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

28,215 28,821 29,489 30,201 30,876

2.0 2.0 2.1 2.1 2.2

17,464 17,736 18,240 18,627 19,420

2.1 2.1 2.2 2.2 2.3

10,751 11,085 11,249 11,574 11,456

1.8 1.9 1.9 2.0 1.9

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

31,385 32,038 32,531 32,428 33,298

2.2 2.2 2.3 2.3 2.3

19,777 20,132 20,264 20,192 20,385

2.4 2.4 2.4 2.4 2.4

11,608 11,906 12,267 12,236 12,913

2.0 2.0 2.1 2.1 2.2

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

33,054 32,350 32,272 31,578 31,049

2.3 2.3 2.3 2.2 2.2

20,006 19,675 19,585 19,082 18,572

2.4 2.3 2.3 2.3 2.2

13,048 12,675 12,687 12,496 12,477

2.2 2.1 2.1 2.1 2.1

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

34,840 49,149 489,535

2.4 3.4 34.2

19,807 30,474 249,926

2.4 3.6 29.8

15,033 18,675 239,609

2.5 3.1 40.4

Men


1,687.83

1,620.44



6.B OASDI Benefits Awarded: Retired Workers Table 6.B4—Number and percentage distribution with and without reduction for early retirement, by sex and primary insurance amount, 2014—Continued Sex and primary insurance amount (dollars)

Total



Number

Percent

Number

Percent

Number

Percent

1,339,280

100.0

869,451

100.0

469,829

100.0

126,511 19,480 19,660 21,158 22,444 29,210

9.4 1.5 1.5 1.6 1.7 2.2

91,386 13,893 13,803 13,749 13,647 17,405

10.5 1.6 1.6 1.6 1.6 2.0

35,125 5,587 5,857 7,409 8,797 11,805

7.5 1.2 1.2 1.6 1.9 2.5

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

50,761 50,097 49,376 48,435 47,776

3.8 3.7 3.7 3.6 3.6

35,409 34,635 33,542 32,742 32,388

4.1 4.0 3.9 3.8 3.7

15,352 15,462 15,834 15,693 15,388

3.3 3.3 3.4 3.3 3.3

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

47,212 46,212 45,486 44,310 43,052

3.5 3.5 3.4 3.3 3.2

31,626 30,904 30,412 29,363 28,393

3.6 3.6 3.5 3.4 3.3

15,586 15,308 15,074 14,947 14,659

3.3 3.3 3.2 3.2 3.1

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

41,758 40,389 38,566 37,187 35,820

3.1 3.0 2.9 2.8 2.7

27,260 26,148 24,998 24,025 22,904

3.1 3.0 2.9 2.8 2.6

14,498 14,241 13,568 13,162 12,916

3.1 3.0 2.9 2.8 2.7

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

33,055 31,745 29,681 28,266 26,332

2.5 2.4 2.2 2.1 2.0

21,083 20,063 18,813 17,803 16,273

2.4 2.3 2.2 2.0 1.9

11,972 11,682 10,868 10,463 10,059

2.5 2.5 2.3 2.2 2.1

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

24,637 22,846 21,268 19,828 18,310

1.8 1.7 1.6 1.5 1.4

15,224 14,210 13,209 12,302 11,361

1.8 1.6 1.5 1.4 1.3

9,413 8,636 8,059 7,526 6,949

2.0 1.8 1.7 1.6 1.5

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

19,721 25,651 133,040

1.5 1.9 9.9

11,574 15,766 73,138

1.3 1.8 8.4

8,147 9,885 59,902

1.7 2.1 12.7

Women Less than 500.00 500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90


1,258.60

1,221.23

1,327.77

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Primary insurance amounts awarded before the December cost-of-living increase are converted to the December rates before percentages are computed. Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Totals do not necessarily equal the sum of rounded components. CONTACT: (410) 965-0090 or [email protected].


6.B OASDI Benefits Awarded: Retired Workers Table 6.B5—Number, average age, and percentage distribution, by sex and age, selected years 1940–2014 Percentage distribution by age b Year of award

FRA 65 to FRA c

d

Newly

Disability

FRA to

Number (thousands)

Average age

Total, all ages

62

63

64

1940 1945 1950 1955

117 166 444 629

68.1 69.6 68.7 68.4

100.0 100.0 100.0 100.0

... ... ... ...

... ... ... ...

... ... ... ...

... ... ... ...

17.1 15.9 21.9 29.4

17.1 15.9 21.9 29.4

... ... ... ...

58.8 43.3 47.3 38.0

16.5 28.1 21.0 24.7

7.6 12.7 9.8 7.8

1960 1965 1970 1975 1980

630 743 814 902 942

66.8 65.7 64.4 64.0 63.9

100.0 100.0 100.0 100.0 100.0

... 15.6 19.0 25.8 30.1

... 10.0 12.8 14.1 13.1

... 6.0 8.5 9.0 8.5

... ... ... ... ...

48.1 31.6 48.7 43.6 42.4

42.3 25.8 39.6 32.0 31.8

5.8 5.8 9.1 11.6 10.6

36.6 25.9 9.3 6.5 5.2

13.2 7.7 1.3 0.7 0.6

2.1 3.2 0.4 0.2 0.1

1985 1986 1987 1988 1989

986 1,011 970 944 983

63.7 63.7 63.6 63.7 63.7

100.0 100.0 100.0 100.0 100.0

45.5 47.0 47.6 48.2 48.0

8.2 8.2 8.1 8.1 7.1

11.6 11.8 11.4 9.9 9.3

... ... ... ... ...

31.2 29.2 28.8 28.6 30.1

18.2 17.2 16.8 16.6 17.5

13.1 12.0 12.0 12.0 12.6

2.9 3.1 3.4 4.1 4.6

0.5 0.6 0.6 0.9 0.7

0.2 0.1 0.1 0.2 0.2

1990 1991 1992 1993 1994

964 996 989 980 923

63.7 63.7 63.7 63.7 63.6

100.0 100.0 100.0 100.0 100.0

47.2 46.8 48.2 48.7 49.0

7.6 8.1 7.3 8.0 7.4

11.3 10.9 11.4 11.0 11.4

... ... ... ... ...

27.6 27.9 27.2 26.7 27.1

16.4 17.2 16.6 16.1 15.7

11.1 10.7 10.6 10.5 11.5

5.1 5.1 5.0 4.5 4.0

1.0 0.9 0.8 0.9 1.0

0.2 0.2 0.1 0.2 0.1

1995 1996 1997 h 1998 1999

916 895 904 909 940

63.7 63.6 63.7 63.8 63.7

100.0 100.0 100.0 100.0 100.0

49.3 49.9 50.5 49.6 49.3

7.3 7.1 6.6 7.1 7.3

10.5 9.7 9.7 9.9 9.8

... ... ... ... ...

27.5 27.6 26.9 27.3 27.4

15.8 14.9 14.9 14.7 14.8

11.8 12.6 12.0 12.6 12.6

4.0 4.5 4.7 4.6 4.7

1.1 1.1 1.3 1.3 1.3

0.3 0.1 0.2 0.2 0.2

2000 2001 2002 2003 2004

1,115 992 1,001 969 1,010

64.1 63.7 63.7 63.6 63.6

100.0 100.0 100.0 100.0 100.0

41.6 46.8 46.4 49.5 50.3

6.1 6.7 7.1 6.9 7.1

9.4 12.1 13.8 13.2 11.1

... ... ... 3.7 5.2

31.7 30.8 29.7 23.3 22.9

20.3 18.1 17.1 11.7 11.6

11.4 12.7 12.6 11.6 11.3

9.9 2.8 2.1 2.7 2.7

1.1 0.7 0.7 0.5 0.5

0.2 0.2 0.2 0.1 0.1

2005 2006 2007 2008 2009

1,061 1,057 1,075 1,200 1,452

63.6 63.8 64.0 64.0 64.0

100.0 100.0 100.0 100.0 100.0

50.2 45.6 42.4 42.5 44.3

7.2 7.7 7.4 7.0 7.2

9.6 9.2 9.3 8.4 7.4

7.2 9.7 12.1 13.4 11.7

22.4 23.9 24.6 24.7 25.3

11.2 11.8 12.0 12.4 12.7

11.2 12.1 12.1 12.3 12.6

2.7 3.1 3.2 3.2 3.4

0.5 0.7 0.7 0.6 0.6

0.2 0.2 0.2 0.2 0.1

2010 2011 2012 2013 2014

1,387 1,340 1,419 1,447 1,433

64.1 64.0 64.2 64.3 64.4

100.0 100.0 100.0 100.0 100.0

42.6 41.4 37.2 34.8 34.5

8.3 7.2 6.5 6.0 6.1

6.9 7.5 6.7 6.1 6.0

10.6 10.3 11.5 10.8 10.3

26.6 27.8 31.5 34.7 33.9

13.5 14.3 16.2 17.8 17.0

13.0 13.6 15.3 16.9 16.9

4.1 4.7 5.2 5.8 7.1

0.7 0.9 1.2 1.6 1.9

0.2 0.2 0.2 0.2 0.1

action a

Total

entitled

e

conversions

f

69

g

70–74 75 or older

Men

(Continued)


6.B OASDI Benefits Awarded: Retired Workers Table 6.B5—Number, average age, and percentage distribution, by sex and age, selected years 1940–2014—Continued Percentage distribution by age b Year of award action a

FRA

d

Newly

65 to

Disability

FRA to

Number (thousands)

Average age

Total, all ages

62

63

64

1940 1945 1950 1955

15 20 123 281

67.4 68.5 68.0 67.8

100.0 100.0 100.0 100.0

... ... ... ...

... ... ... ...

... ... ... ...

... ... ... ...

20.8 24.0 22.3 36.6

20.8 24.0 22.3 36.6

... ... ... ...

62.3 45.0 53.6 38.7

12.5 23.6 19.6 18.1

4.3 7.3 4.4 6.6

1960 1965 1970 1975 1980

351 440 524 603 671

65.2 65.3 63.9 63.7 63.5

100.0 100.0 100.0 100.0 100.0

27.1 32.6 35.8 41.6 45.9

13.3 12.1 14.3 13.7 11.5

8.1 6.0 7.2 7.0 6.5

... ... ... ... ...

18.4 19.9 31.3 29.3 29.9

17.4 16.9 25.7 22.0 22.1

1.0 3.0 5.5 7.3 7.7

22.2 17.4 9.2 6.8 5.0

8.2 6.7 1.7 1.2 0.9

2.7 5.4 0.6 0.4 0.2

1985 1986 1987 1988 1989

697 713 681 667 674

63.4 63.4 63.3 63.3 63.4

100.0 100.0 100.0 100.0 100.0

57.9 57.5 58.9 59.4 57.9

7.4 7.0 7.2 6.9 6.5

9.8 10.4 9.6 7.9 9.4

... ... ... ... ...

21.3 21.6 20.8 21.8 21.6

12.2 12.6 11.8 12.8 12.8

9.1 8.9 9.0 9.0 8.8

2.6 2.5 2.6 3.1 3.3

0.8 0.9 0.7 0.7 1.0

0.2 0.2 0.2 0.2 0.3

1990 1991 1992 1993 1994

679 685 708 704 690

63.5 63.5 63.5 63.5 63.4

100.0 100.0 100.0 100.0 100.0

55.9 56.1 56.7 56.0 57.6

7.2 7.1 6.9 6.8 6.7

9.8 9.5 9.8 10.2 10.2

... ... ... ... ...

21.5 22.3 21.5 22.4 21.0

12.7 13.9 12.5 13.6 11.8

8.9 8.4 9.0 8.8 9.1

4.1 3.8 3.7 3.1 3.3

1.0 0.9 1.1 1.1 1.0

0.5 0.3 0.3 0.3 0.3

1995 1996 1997 h 1998 1999

684 684 809 733 737

63.5 63.4 65.4 64.0 63.6

100.0 100.0 100.0 100.0 100.0

55.4 57.4 48.2 53.1 55.1

6.6 5.9 5.5 7.0 6.8

10.1 9.4 7.5 8.9 9.2

... ... ... ... ...

22.6 22.7 19.5 22.0 22.6

12.8 12.5 10.5 12.4 12.5

9.7 10.2 8.9 9.6 10.1

3.5 3.4 4.4 4.1 3.8

1.4 1.0 6.4 2.4 1.8

0.4 0.3 8.5 2.5 0.7

2000 2001 2002 2003 2004

854 795 811 822 874

63.8 63.7 63.6 63.6 63.6

100.0 100.0 100.0 100.0 100.0

52.2 51.3 52.9 54.3 55.0

5.9 7.1 6.6 6.4 6.7

9.3 11.5 12.2 12.2 10.6

... ... ... 3.1 4.5

23.6 23.7 23.9 18.0 17.6

13.9 12.8 12.7 7.8 7.5

9.7 10.9 11.2 10.2 10.1

6.5 3.1 2.3 3.7 3.8

2.2 2.6 1.8 1.9 1.6

0.4 0.6 0.3 0.4 0.3

2005 2006 2007 2008 2009

939 942 961 1,079 1,288

63.6 63.8 63.9 63.9 63.9

100.0 100.0 100.0 100.0 100.0

54.3 50.2 47.6 48.3 49.8

6.9 7.5 7.3 6.9 6.5

9.5 9.4 10.0 9.0 7.2

6.2 8.4 10.6 11.6 10.2

17.1 18.2 18.9 18.9 20.5

7.4 7.7 7.8 7.7 8.6

9.7 10.5 11.1 11.2 11.9

3.8 4.0 3.7 3.2 3.9

1.8 2.0 1.6 1.5 1.5

0.3 0.4 0.2 0.7 0.5

2010 2011 2012 2013 2014

1,248 1,238 1,316 1,347 1,339

63.9 63.8 64.0 64.2 64.2

100.0 100.0 100.0 100.0 100.0

47.9 46.5 42.4 40.2 39.7

8.1 7.3 6.9 6.4 6.6

7.0 8.0 7.5 6.9 6.9

9.8 9.8 11.4 10.7 10.3

21.6 22.1 25.2 27.8 27.5

9.3 9.7 11.2 12.3 11.9

12.2 12.4 14.1 15.4 15.5

3.8 4.2 4.5 4.9 5.7

1.6 1.8 2.0 3.0 3.1

0.2 0.2 0.2 0.2 0.2

FRA c

Total

entitled

e

conversions

f

69

g

70–74 75 or older

Women

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 1 percent sample. All other years are 100 percent data. NOTES: Percentage distributions for 2003–2009 differ slightly from those in prior editions of this table because of changes in the methodology of calculating age (see footnote b) and in the presentation of legislated FRA (see footnotes c–g). Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Totals do not necessarily equal the sum of rounded components. . . . = not applicable; FRA = full retirement age. (Continued)


6.B OASDI Benefits Awarded: Retired Workers Table 6.B5—Number, average age, and percentage distribution, by sex and age, selected years 1940–2014—Continued a. Reflects the date the award action was posted on the Master Beneficiary Record. Entitlement can be retroactive and thus precede the date of award. For data by year of entitlement, see table 6.B5.1. b. Age on birthday in year of award for 1940–1980. Age in month of award for 1985–2002. Age in month of entitlement for 2003 and later. (In previous editions of this table, the transition from age in month of award to age in month of entitlement did not take effect until 2006.) c. Workers entitled in the period between attainment of age 65 and the month prior to attaining FRA. d. FRA is 65 for workers attaining age 65 before 2003, and increases by 2 months per year for workers attaining age 65 in a year after 2002, until it becomes 66 for workers attaining age 65 between 2008 and 2019. e. For 1940–2002, includes workers entitled in the period between attainment of age 65 and the month prior to attaining age 66. Beginning with 2003, includes workers entitled only in the month they attain FRA. f. Disabled worker benefit automatically converts to a retired worker benefit in the month the worker attains FRA. g. For 1940–2002, includes workers entitled in the period between attainment of age 66 and the month prior to attaining age 70. Beginning with 2003, includes workers entitled in the period between the month after attaining FRA and the month prior to attaining age 70. h. In response to a March 1997 audit by the Social Security Administration (SSA) Office of the Inspector General, notifications of eligibility for higher benefits were mailed to approximately 200,000 surviving spouses, resulting in higher numbers for 1997. SSA subsequently initiated the Widow(er)'s Insurance Benefits/Retirement Insurance Benefits (WIB/RIB) outreach program to identify and notify surviving spouses who are eligible for higher retirement benefits at FRA and age 70. CONTACT: (410) 965-0090 or [email protected].


6.B OASDI Benefits Awarded: Retired Workers Table 6.B5.1—Number, average age, and percentage distribution, by sex and age at entitlement, 1998–2014 Percentage distribution by age at month of entitlement 65 a Year of entitlement

Number Average Total, all (thousands) age ages

62

63

64

Before FRA

At FRA

66 After FRA

At FRA

a

Disability After FRA conversions b

67–69

70 or older

Men 1998 1999

902 964

63.4 63.5

100.0 100.0

50.8 49.0

6.7 6.8

10.6 10.8

... ...

12.1 12.3

2.5 3.2

... ...

1.4 1.8

12.7 12.3

2.1 2.7

1.1 1.2

2000 2001 2002 2003 2004

1,092 977 998 973 1,012

63.6 63.4 63.4 63.3 63.3

100.0 100.0 100.0 100.0 100.0

44.8 48.3 47.7 49.6 50.3

6.1 6.6 6.8 6.9 7.2

9.7 12.3 13.6 13.1 11.1

... ... ... 3.8 5.3

15.5 16.2 15.8 11.5 11.5

4.5 1.3 1.2 1.2 1.1

... ... ... ... ...

2.8 0.7 0.6 0.6 0.7

11.6 12.9 12.6 11.7 11.3

4.2 1.1 0.9 0.9 0.9

0.8 0.7 0.6 0.6 0.7

2005 2006 2007 2008 2009

1,058 1,042 1,069 1,191 1,454

63.4 63.5 63.6 63.6 63.8

100.0 100.0 100.0 100.0 100.0

49.6 45.7 42.6 42.6 44.0

7.1 7.8 7.5 7.1 7.2

9.5 9.3 9.4 8.4 7.3

7.3 9.9 12.2 13.5 11.7

11.4 11.3 11.8 12.0 ...

1.0 0.8 0.6 0.3 ...

... ... ... ... 13.5

0.9 1.0 1.4 1.7 1.9

10.9 12.3 12.5 12.4 12.1

1.2 1.1 1.3 1.3 1.5

1.0 0.8 0.8 0.7 0.8

2010 2011 2012 2013 2014

1,384 1,348 1,421 1,458 1,359

63.9 64.0 64.2 64.3 64.3

100.0 100.0 100.0 100.0 100.0

42.6 41.3 37.0 34.7 35.5

8.3 7.1 6.4 6.0 6.2

6.9 7.5 6.6 6.1 6.0

10.6 10.3 11.4 10.7 10.6

... ... ... ... ...

... ... ... ... ...

13.5 14.3 16.5 17.7 16.7

2.2 2.4 2.6 3.2 2.5

13.0 13.4 15.3 16.8 17.8

2.0 2.4 2.7 3.0 2.8

0.9 1.2 1.4 1.7 1.7

1998 1999

727 755

63.5 63.3

100.0 100.0

55.9 55.4

6.0 6.2

9.6 10.0

... ...

9.7 10.3

1.9 2.2

... ...

1.2 1.4

9.7 9.9

2.6 2.5

3.4 2.1

2000 2001 2002 2003 2004

837 785 817 823 879

63.5 63.3 63.4 63.3 63.3

100.0 100.0 100.0 100.0 100.0

52.7 54.6 53.3 54.5 54.9

6.0 6.1 6.2 6.5 6.7

9.5 11.4 12.5 12.3 10.6

... ... ... 3.2 4.5

11.6 11.4 11.2 7.7 7.5

3.1 1.1 1.2 1.1 1.0

... ... ... ... ...

1.8 0.7 0.6 0.7 0.8

9.8 11.0 11.1 10.3 10.0

3.3 1.8 1.6 1.8 2.0

2.1 1.8 2.2 2.0 1.9

2005 2006 2007 2008 2009

939 938 965 1,077 1,280

63.4 63.5 63.6 63.6 63.7

100.0 100.0 100.0 100.0 100.0

54.1 50.4 47.5 48.0 49.9

6.8 7.6 7.3 6.8 6.5

9.5 9.5 10.0 8.8 7.2

6.2 8.5 10.6 11.6 10.2

7.5 7.6 7.5 7.5 ...

0.8 0.7 0.5 0.2 ...

... ... ... ... 9.3

0.9 1.0 1.2 1.6 1.6

9.7 10.6 11.1 11.2 11.5

2.1 2.2 2.0 1.9 2.0

2.3 2.0 2.2 2.4 1.6

2010 2011 2012 2013 2014

1,246 1,245 1,323 1,352 1,279

63.7 63.8 64.0 64.1 64.1

100.0 100.0 100.0 100.0 100.0

47.9 46.5 42.1 40.2 40.8

8.1 7.2 6.8 6.4 6.7

7.0 8.0 7.4 6.9 6.9

9.8 9.8 11.3 10.7 10.6

... ... ... ... ...

... ... ... ... ...

9.3 9.9 11.3 12.4 11.6

1.7 1.9 2.0 2.4 1.8

12.3 12.3 14.0 15.4 16.2

2.1 2.4 2.6 2.7 2.5

1.8 2.1 2.5 2.9 2.8

Women

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: The data in this table differ from those in table 6.B5 because awards are summarized here by the year in which entitlement began rather than by the year the award action was posted on the Master Beneficiary Record. The year of entitlement often precedes the year of action because of retroactive entitlements, delayed award actions, and other reasons. Because entitlements can be awarded retroactively, data for current and prior years are subject to revision with each annual update of this table. Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Totals do not necessarily equal the sum of rounded components. . . . = not applicable; FRA = full retirement age. a. FRA is 65 for workers attaining age 65 before 2003, and increases by 2 months per year for workers attaining age 65 in a year after 2002, until it becomes 66 for workers attaining age 65 between 2008 and 2019. b. Disabled worker benefit automatically converts to a retired worker benefit in the month the worker attains FRA. CONTACT: (410) 965-0090 or [email protected].


6.C OASDI Benefits Awarded: Disabled Workers Table 6.C1—Number and percentage distribution, by monthly benefit and sex, 2014 Total

Men

Women

Number

Percent

Number

Percent

Number

Percent

778,796

100.0

412,855

100.0

365,941

100.0

Less than 100.00 100.00–149.90 150.00–199.90 200.00–249.90

3,236 745 1,838 3,749

0.4 0.1 0.2 0.5

1,784 322 716 1,403

0.4 0.1 0.2 0.3

1,452 423 1,122 2,346

0.4 0.1 0.3 0.6

250.00–299.90 300.00–349.90 350.00–399.90 400.00–449.90 450.00–499.90

5,727 7,572 8,168 8,857 9,656

0.7 1.0 1.0 1.1 1.2

2,248 2,990 3,069 3,279 3,506

0.5 0.7 0.7 0.8 0.8

3,479 4,582 5,099 5,578 6,150

1.0 1.3 1.4 1.5 1.7

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

10,079 10,515 11,224 11,712 18,713

1.3 1.4 1.4 1.5 2.4

3,626 3,688 3,930 4,141 6,454

0.9 0.9 1.0 1.0 1.6

6,453 6,827 7,294 7,571 12,259

1.8 1.9 2.0 2.1 3.3

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

32,754 33,659 34,109 34,264 33,128

4.2 4.3 4.4 4.4 4.3

11,395 12,197 12,989 13,802 14,003

2.8 3.0 3.1 3.3 3.4

21,359 21,462 21,120 20,462 19,125

5.8 5.9 5.8 5.6 5.2

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

32,337 31,472 29,855 28,926 27,943

4.2 4.0 3.8 3.7 3.6

14,328 14,554 14,557 14,625 14,848

3.5 3.5 3.5 3.5 3.6

18,009 16,918 15,298 14,301 13,095

4.9 4.6 4.2 3.9 3.6

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90

25,898 25,093 23,268 21,909 20,797

3.3 3.2 3.0 2.8 2.7

14,204 14,178 13,585 13,376 12,864

3.4 3.4 3.3 3.2 3.1

11,694 10,915 9,683 8,533 7,933

3.2 3.0 2.6 2.3 2.2

1,500.00–1,549.90 1,550.00–1,599.90 1,600.00–1,649.90 1,650.00–1,699.90 1,700.00–1,749.90

19,316 18,056 16,267 15,131 14,200

2.5 2.3 2.1 1.9 1.8

12,307 11,786 10,888 10,315 9,762

3.0 2.9 2.6 2.5 2.4

7,009 6,270 5,379 4,816 4,438

1.9 1.7 1.5 1.3 1.2

1,750.00–1,799.90 1,800.00–1,849.90 1,850.00–1,899.90 1,900.00–1,949.90 1,950.00–1,999.90

12,947 12,227 10,705 10,335 9,573

1.7 1.6 1.4 1.3 1.2

9,011 8,623 7,592 7,390 6,885

2.2 2.1 1.8 1.8 1.7

3,936 3,604 3,113 2,945 2,688

1.1 1.0 0.9 0.8 0.7

2,000.00–2,049.90 2,050.00–2,099.90 2,100.00 or more

9,885 13,909 69,042

1.3 1.8 8.9

7,195 10,191 54,249

1.7 2.5 13.1

2,690 3,718 14,793

0.7 1.0 4.0

Monthly benefit (dollars) All disabled workers


1,256.64

1,396.35

1,099.02

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. Benefits awarded before the December cost-of-living increase are converted to the December rates before percentages are computed. Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. CONTACT: (410) 965-0090 or [email protected].


6.C OASDI Benefits Awarded: Disabled Workers Table 6.C2—Number, average age, and percentage distribution, by sex and age, selected years 1957–2014 Percentage distribution, by age Total, all ages

Under 30

30–39

40–44

Year

Number

Average age

1957 1958 1959

148,376 107,003 146,547

59.2 59.0 58.9

100.0 100.0 100.0

... ... ...

... ... ...

1960 1965 1970 1975

168,466 186,808 258,072 408,531

54.5 53.0 52.1 51.5

100.0 100.0 100.0 100.0

0.8 1.8 6.7 7.7

1980 1981 1982 1983 1984

275,185 244,984 207,453 217,422 247,833

51.2 50.8 50.9 50.2 50.0

100.0 100.0 100.0 100.0 100.0

1985 1986 1987 1988 1989

274,400 273,700 265,900 265,700 268,600

50.1 48.7 49.0 49.2 49.0

1990 1991 1992 1993 1994

293,300 322,700 395,600 391,800 379,300

1995 1996 1997 1998 1999

45–49

50–54

55–59

60–61

62–64

65 a

... ... ...

... ... ...

17.1 19.7 21.1

28.0 27.5 27.4

17.0 15.2 14.8

33.8 28.9 28.8

4.1 8.7 7.8

7.0 8.2 7.6 8.6

6.5 7.9 6.5 6.2

10.5 11.1 10.1 9.5

16.7 17.1 14.7 15.7

20.0 25.7 23.5 23.1

11.8 14.0 12.3 12.1

21.3 13.0 16.1 14.6

5.4 1.0 2.6 2.5

8.3 8.6 8.4 9.5 9.2

9.7 10.2 10.4 11.7 12.8

6.0 6.2 6.3 6.6 7.1

8.4 8.4 8.4 8.4 8.7

14.7 14.5 14.1 13.6 13.4

24.6 24.3 24.6 23.4 22.6

12.3 13.0 12.9 12.2 12.2

14.2 13.1 13.6 13.3 12.7

1.8 1.7 1.2 1.3 1.3

100.0 100.0 100.0 100.0 100.0

8.7 10.7 9.4 8.4 8.7

13.3 15.3 16.0 16.0 16.0

7.0 8.1 8.6 9.7 9.5

9.9 9.4 9.3 9.0 10.2

14.6 14.3 13.9 14.6 14.2

23.1 21.3 20.8 21.3 20.6

12.4 11.1 10.9 10.5 9.7

10.6 9.5 11.0 10.2 10.8

0.3 0.3 0.2 0.2 0.3

48.1 47.9 47.8 47.7 48.4

100.0 100.0 100.0 100.0 100.0

10.9 9.5 9.5 9.2 6.8

16.9 17.7 18.5 18.9 18.4

9.4 10.6 10.8 10.1 10.8

9.5 11.0 11.0 11.7 12.7

13.5 14.1 13.0 14.7 15.4

20.5 18.4 18.6 18.8 19.3

10.3 9.4 9.8 8.6 9.0

8.8 9.1 8.7 7.8 7.6

0.1 0.2 0.2 0.2 0.1

368,400 347,100 311,100 331,400 338,900

48.9 48.7 49.3 49.2 49.6

100.0 100.0 100.0 100.0 100.0

7.2 6.9 6.3 6.3 6.2

16.3 16.2 14.6 14.3 13.1

10.7 10.8 10.8 11.1 11.4

11.5 13.2 13.5 12.4 12.4

15.7 16.2 16.1 18.3 18.3

20.4 19.9 21.6 21.6 21.7

8.9 9.3 8.8 8.1 8.8

9.1 7.5 8.2 7.8 8.0

0.2 0.1 0.1 0.2 0.3

2000 2001 2002 2003 2004

329,800 364,500 406,336 421,598 428,672

49.6 49.4 49.4 49.7 50.0

100.0 100.0 100.0 100.0 100.0

6.8 7.5 7.8 7.0 6.8

12.9 13.2 12.0 11.8 11.3

10.7 9.9 10.3 10.2 9.9

12.7 12.2 12.7 12.8 12.8

17.7 17.4 17.5 17.6 17.6

21.0 22.6 22.5 22.8 23.4

9.1 9.2 9.2 9.6 9.6

8.8 7.9 7.9 7.9 8.2

0.2 0.1 0.1 0.3 0.4

2005 2006 2007 2008 2009

444,312 425,285 428,836 466,966 521,424

50.2 48.4 49.1 49.2 49.2

100.0 100.0 100.0 100.0 100.0

6.6 8.2 8.2 8.4 8.5

10.8 11.2 10.7 10.3 10.3

9.8 10.1 9.7 9.3 8.9

13.0 13.1 12.8 12.7 12.5

17.8 18.2 18.3 18.6 19.1

23.5 23.6 23.7 23.4 23.6

8.8 8.4 8.9 9.5 9.3

8.9 6.8 7.2 7.0 7.0

0.7 0.4 0.5 0.7 0.7

2010 2011 2012 2013 2014

555,999 540,107 511,370 459,732 412,855

49.5 50.3 50.5 50.9 51.3

100.0 100.0 100.0 100.0 100.0

7.8 6.7 6.3 6.1 6.0

10.0 9.4 9.3 8.8 8.2

8.6 7.9 7.7 7.2 6.6

12.4 11.6 11.2 10.4 9.4

19.5 19.8 19.7 19.4 19.0

24.2 25.8 26.6 27.6 29.0

9.4 9.8 9.9 10.6 11.2

7.4 8.2 8.4 8.9 9.4

0.7 0.8 0.9 1.0 1.0

Men

(Continued)


6.C OASDI Benefits Awarded: Disabled Workers Table 6.C2—Number, average age, and percentage distribution, by sex and age, selected years 1957–2014—Continued Percentage distribution, by age Total, all ages

Under 30

30–39

Year

Number

Average age

1957 1958 1959

30,426 24,379 31,264

57.4 57.2 57.0

100.0 100.0 100.0

... ... ...

... ... ...

1960 1965 1970 1975

39,339 66,691 92,312 183,518

52.5 53.2 52.8 52.1

100.0 100.0 100.0 100.0

0.7 1.1 4.2 6.1

1980 1981 1982 1983 1984

121,374 106,863 89,678 94,127 114,165

51.1 50.8 50.5 49.8 49.7

100.0 100.0 100.0 100.0 100.0

1985 1986 1987 1988 1989

134,500 135,700 143,700 147,000 146,900

49.7 48.8 49.5 49.3 49.1

1990 1991 1992 1993 1994

168,500 190,400 241,300 237,900 234,000

1995 1996 1997 1998 1999

45–49

50–54

55–59

60–61

62–64

65 a

... ... ...

... ... ...

25.5 28.6 30.2

38.9 37.2 36.9

19.8 17.8 17.6

15.3 15.2 14.2

0.5 1.2 1.1

8.1 6.5 6.3 7.3

8.0 7.4 6.1 6.1

13.3 11.7 11.0 10.1

21.9 19.3 17.5 17.7

24.6 28.3 27.2 25.5

12.4 14.1 13.0 12.2

10.1 10.9 12.9 12.9

0.8 0.6 1.7 2.1

7.4 7.8 8.0 9.0 8.3

9.7 10.2 10.9 12.2 13.2

6.4 6.5 6.8 7.4 7.9

9.3 9.5 9.5 9.5 9.7

16.3 16.4 15.6 14.8 14.9

25.5 25.1 24.9 23.5 22.8

11.7 12.0 11.7 10.9 10.9

12.2 11.1 11.4 11.6 11.7

1.5 1.4 1.1 1.1 1.2

100.0 100.0 100.0 100.0 100.0

8.6 9.0 7.5 8.5 7.8

12.9 15.5 15.2 14.0 14.8

8.0 10.4 8.1 8.8 10.4

10.6 10.5 11.2 10.9 11.9

15.8 14.8 15.8 16.1 13.8

23.3 21.3 23.4 23.5 21.2

10.1 9.6 9.6 10.5 10.8

10.5 8.6 8.8 7.4 8.9

0.1 0.2 0.3 0.3 0.3

48.4 48.4 47.7 48.1 48.2

100.0 100.0 100.0 100.0 100.0

8.5 8.5 8.6 7.5 7.4

16.3 16.8 17.7 17.5 16.9

9.8 10.1 12.0 11.2 11.1

13.1 12.2 12.4 13.1 12.9

14.2 16.2 15.6 16.5 17.0

22.3 19.5 17.6 19.7 20.8

8.9 8.9 8.4 6.8 7.3

6.5 7.4 7.5 7.4 6.4

0.4 0.4 0.2 0.2 0.2

263,200 256,900 250,200 271,900 266,900

48.5 49.1 48.4 48.9 48.7

100.0 100.0 100.0 100.0 100.0

6.4 5.3 6.2 5.4 5.7

16.7 15.1 16.3 14.9 14.6

11.4 11.3 12.2 12.2 12.5

13.8 14.0 14.1 14.5 15.3

17.2 19.0 19.0 19.1 18.2

20.5 21.2 19.0 20.4 20.6

7.6 8.3 6.8 7.6 6.6

6.3 5.8 6.2 5.7 6.2

0.1 0.1 0.2 0.2 0.3

2000 2001 2002 2003 2004

282,400 304,800 343,667 355,863 367,103

49.2 48.4 48.7 49.0 49.7

100.0 100.0 100.0 100.0 100.0

5.8 7.9 7.3 6.8 6.5

13.7 14.0 13.4 13.2 12.6

12.3 12.1 11.6 11.4 11.1

13.5 13.8 14.3 14.2 14.1

18.7 18.5 18.4 18.4 18.5

21.6 20.1 21.0 21.5 21.9

8.1 7.6 7.7 8.0 8.1

6.1 5.9 6.3 6.3 6.7

0.2 0.1 0.1 0.2 0.4

2005 2006 2007 2008 2009

385,375 373,390 375,951 410,260 449,272

49.6 48.1 48.4 48.4 48.4

100.0 100.0 100.0 100.0 100.0

6.2 7.6 7.5 7.6 7.8

12.2 12.9 12.3 12.2 12.1

10.9 11.4 11.1 10.7 10.3

14.1 14.6 14.4 14.2 14.3

18.9 19.2 19.4 19.9 20.4

22.2 21.8 22.0 21.7 21.8

7.6 7.1 7.4 7.8 7.7

7.4 5.2 5.6 5.4 5.3

0.5 0.3 0.3 0.5 0.4

2010 2011 2012 2013 2014

470,989 458,872 448,836 409,233 365,941

48.8 49.5 49.9 50.3 50.7

100.0 100.0 100.0 100.0 100.0

7.3 6.4 5.8 5.5 5.3

11.9 11.2 10.8 10.2 9.6

9.8 9.0 8.8 8.4 7.8

13.9 13.1 12.6 11.7 10.9

20.6 20.9 20.9 20.9 20.8

22.2 24.0 25.0 26.4 27.8

7.8 8.2 8.4 9.0 9.5

5.9 6.7 6.9 7.3 7.5

0.5 0.6 0.7 0.7 0.7

40–44 Women

SOURCE: Social Security Administration, Master Beneficiary Record. Data for 1985–2001 are based on a 1 percent sample. All other years are 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. Data for 2006–2011 omit individuals whose benefits were reinstated under the Expedited Reinstatement provisions. For that reason, as well as for differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Age in year of award for 1957–1984. Age in month of award for 1985 and later. Beginning with 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. . . . = not applicable. a. Includes awards processed after attainment of age 65. CONTACT: (410) 965-0090 or [email protected].


6.C OASDI Benefits Awarded: Disabled Workers Table 6.C7—Number of applications, awards, ratio of awards to applications, and awards per 1,000 insured workers, 1965–2014 Number (thousands) Year

Applications

Awards

Awards as a percentage of applications

Awards per 1,000 insured workers

1965 1966 1967 1968 1969

529.3 544.5 573.2 719.8 725.2

253.5 278.3 301.4 323.2 344.7

47.9 51.1 52.6 44.9 47.5

4.7 5.1 5.4 5.7 4.9

1970 1971 1972 1973 1974

869.8 923.9 947.5 1,067.5 1,330.2

350.4 415.9 455.4 491.6 536.0

40.3 45.0 48.1 46.1 40.3

4.8 5.5 5.9 6.2 6.6

1975 1976 1977 1978 1979

1,285.3 1,232.2 1,235.2 1,184.7 1,187.8

592.0 551.5 568.9 490.8 440.5

46.1 44.8 46.1 41.4 37.1

7.0 6.4 6.5 5.5 4.7

1980 1981 1982 1983 1984

1,262.3 1,161.2 1,019.8 1,019.3 1,036.7

420.3 381.0 336.1 428.5 410.0

33.3 32.8 33.0 42.0 39.5

4.3 3.8 3.3 4.1 3.9

1985 1986 1987 1988 1989

1,066.2 1,118.4 1,108.9 1,017.9 984.9

416.1 424.9 420.3 415.3 430.7

39.0 38.0 37.9 40.8 43.7

3.9 3.9 3.8 3.7 3.7

1990 1991 1992 1993 1994

1,067.7 1,208.7 1,335.1 1,425.8 1,443.8

472.1 540.8 642.1 637.4 631.9

44.2 44.7 48.1 44.7 43.8

4.0 4.5 5.3 5.2 5.1

1995 1996 1997 1998 1999

1,338.1 1,279.2 1,180.2 1,169.3 1,200.1

645.6 624.3 587.7 608.4 620.6

48.3 48.8 49.8 52.0 51.7

5.2 4.9 4.6 4.6 4.7

2000 2001 2002 2003 2004

1,330.6 1,498.6 1,682.5 1,895.5 2,137.5

621.3 690.5 750.0 777.5 795.8

46.7 46.1 44.6 41.0 37.2

4.6 5.0 5.4 5.5 5.6

2005 2006 2007 2008 2009

2,122.1 2,134.1 2,190.2 2,320.4 2,816.2

829.7 803.8 818.5 890.4 a 987.6

39.1 37.7 37.4 38.4 a 35.1

5.8 5.5 5.6 6.0 6.6

2010 2011 2012 2013 2014

2,935.8 2,878.9 2,820.8 2,640.1 2,521.5

1,049.3 1,019.1 983.6 888.1 811.0

35.7 35.4 34.9 33.6 32.2

7.0 6.8 6.6 a 6.0 5.4

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. a. Revised. CONTACT: Michael Stephens (410) 965-3028 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D1—Number of wives and husbands, by type of benefit, selected years 1950–2014 Wives with entitlement based on— Year

Total

Care of children

Age

Husbands

Wives and husbands of retired workers 1950 1955 1960 1965 1970 1975

162,768 288,915 339,987 321,015 339,447 350,558

9,646 21,692 32,254 44,087 51,378 60,184

152,310 263,816 305,713 275,717 286,867 289,600

812 3,407 2,020 1,211 1,202 774

1980 1981 1982 1983 1984

360,693 338,540 349,967 356,274 342,691

55,401 50,993 36,229 35,309 30,972

294,892 277,641 302,739 308,922 298,855

10,400 9,906 10,999 12,043 12,864

1985 1986 1987 1988 1989

356,558 358,115 333,333 316,929 310,498

30,454 28,925 26,099 23,045 21,285

312,849 315,427 294,499 281,760 278,655

13,255 13,763 12,735 12,124 10,558

1990 1991 1992 1993 1994

308,980 307,000 304,764 290,728 275,025

21,395 21,154 21,057 19,945 18,431

277,238 276,236 274,670 262,240 248,430

10,347 9,610 9,037 8,543 8,164

1995 1996 1997 1998 1999

258,740 244,014 268,012 263,668 275,568

17,214 15,466 14,040 13,472 13,521

233,731 221,059 246,229 242,390 253,559

7,795 7,489 7,743 7,806 8,488

2000 2001 2002 2003 2004

341,503 314,547 317,685 305,831 319,430

15,625 13,743 14,011 12,832 12,219

315,148 289,757 291,377 280,883 294,133

10,730 11,047 12,297 12,116 13,078

2005 2006 2007 2008 2009

329,225 328,430 316,782 344,003 375,123

11,630 11,160 10,471 11,283 12,530

303,976 301,614 291,985 316,119 343,296

13,619 15,656 14,326 16,601 19,297

2010 2011 2012 2013 2014

354,947 345,821 369,410 373,933 385,394

11,710 10,736 9,202 8,775 8,221

321,826 311,826 332,495 332,529 338,500

21,411 23,259 27,713 32,629 38,673 (Continued)


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D1—Number of wives and husbands, by type of benefit, selected years 1950–2014—Continued Wives with entitlement based on— Year

Total

Care of children

Age

Husbands

Wives and husbands of disabled workers 1958 a 1959 b 1960 1965 1970 1975

12,920 54,299 54,187 69,183 96,304 148,741

7,869 32,844 38,326 55,230 74,913 116,624

5,035 21,301 15,756 13,813 21,227 31,942

16 154 105 140 164 175

1980 1981 1982 1983 1984

108,500 95,575 77,835 80,079 81,834

74,922 64,333 45,463 43,820 46,433

32,616 30,360 31,540 35,369 34,470

962 882 832 890 931

1985 1986 1987 1988 1989

83,511 82,435 77,316 73,790 69,113

48,522 47,711 43,881 41,627 39,212

34,101 33,797 31,652 29,634 27,750

888 927 1,783 2,529 2,151

1990 1991 1992 1993 1994

69,667 72,754 78,083 74,605 69,549

40,458 43,543 47,841 45,602 42,824

27,023 26,747 27,502 26,276 24,240

2,186 2,464 2,740 2,727 2,485

1995 1996 1997 1998 1999

63,097 57,528 50,818 47,550 46,164

37,972 33,638 25,779 23,190 21,949

22,833 21,775 23,329 22,693 22,557

2,292 2,115 1,710 1,667 1,658

2000 2001 2002 2003 2004

43,941 43,412 45,600 47,183 48,016

19,801 19,535 20,621 20,580 19,423

22,399 21,979 22,863 24,269 26,070

1,741 1,898 2,116 2,334 2,523

2005 2006 2007 2008 2009

50,187 49,521 47,583 50,756 54,112

18,877 16,837 15,529 15,899 16,963

28,679 30,270 29,539 32,033 33,980

2,631 2,414 2,515 2,824 3,169

2010 2011 2012 2013 2014

53,987 53,276 50,165 46,183 42,609

17,445 15,754 13,625 11,759 9,491

32,960 33,769 32,689 30,748 29,451

3,582 3,753 3,851 3,676 3,667

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Benefits not necessarily payable at time of award. Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. a. January–November. b. Includes December 1958. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D3—Number and average monthly benefit for wives and husbands, by basis of entitlement, age, and sex, 2014 Wives Total

Of retired workers Average monthly

Basis of entitlement and age All wives and husbands

Of disabled workers

Average monthly

Husbands

Average monthly

Average monthly

Number

benefit a (dollars)

Number

benefit a (dollars)

Number

benefit a (dollars)

Number

benefit a (dollars)

385,663

553.78

346,721

576.93

38,942

347.63

42,340

523.54

By age By basis of entitlement Care of children Under 35 35–39 40–44 45–49 50–54 55–59 60–61 62–64

17,712 3,358 2,311 2,663 2,880 2,703 2,051 839 907

392.58 218.69 283.94 346.97 414.05 486.16 571.24 605.24 499.31

8,221 421 532 914 1,411 1,743 1,659 749 792

564.89 486.55 503.53 522.70 545.11 575.13 621.24 635.45 524.38

9,491 2,937 1,779 1,749 1,469 960 392 90 115

243.33 180.29 218.27 255.14 288.16 324.64 359.62 353.82 326.65

652 127 118 106 106 91 54 21 29

227.41 140.84 189.91 198.69 208.65 240.65 358.09 554.38 411.06

Age 62–64 62 63 64

367,951 184,703 108,809 32,273 43,621

561.54 398.60 370.51 383.79 479.62

338,500 159,592 88,851 29,842 40,899

577.23 406.11 378.52 384.29 481.99

29,451 25,111 19,958 2,431 2,722

381.25 350.81 334.82 377.68 443.99

41,688 7,819 3,435 1,568 2,816

528.17 292.79 239.18 290.99 359.17

65–69 65 66 67 68 69

169,807 41,090 97,570 16,382 8,227 6,538

749.58 509.10 888.35 655.02 602.40 612.19

165,818 39,432 95,870 16,058 8,056 6,402

754.03 511.26 891.65 658.18 605.72 615.36

3,989 1,658 1,700 324 171 136

564.89 457.72 702.14 498.62 446.06 463.04

28,362 3,343 16,394 4,097 2,322 2,206

631.96 388.18 723.74 576.85 534.50 524.26

10,386 3,055

437.60 382.48

10,104 2,986

436.53 380.77

282 69

476.06 456.44

3,470 2,037

332.67 319.55

70–74 75 or older

By sex Wives Not divorced Divorced Husbands of— Retired workers Disabled workers

332,075 53,588

544.72 609.91

297,616 49,105

568.27 629.46

34,459 4,483

341.37 395.75

... ...

... ...

... ...

... ...

... ...

... ...

... ...

... ...

38,673 3,667

541.71 331.92

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Effective 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D4—Number of children, by type of benefit, selected years 1940–2014 Children of— Year

All children

Retired workers

Deceased workers

Disabled workers

Total 1957 1960 1965 1970

313,163 415,719 783,202 1,090,865

81,842 69,979 134,187 182,595

231,321 241,430 451,399 591,724

... 104,310 197,616 316,546

1975 1976 1977 1978 1979

1,331,913 1,327,197 1,365,513 1,234,658 1,191,521

225,579 236,805 259,447 214,284 247,800

591,118 578,905 587,589 566,992 544,549

515,216 511,487 518,477 453,382 399,172

1980 1981 1982 1983 1984

1,174,112 1,086,547 916,715 752,839 721,564

248,658 211,406 182,849 144,945 131,986

540,246 535,487 473,396 380,992 351,326

385,208 339,654 260,470 226,895 238,252

1985 1986 1987 1988 1989

713,632 700,627 685,299 706,031 675,362

128,076 122,652 117,984 116,659 106,491

332,531 319,800 310,573 324,346 307,484

253,025 258,167 256,742 265,026 261,387

1990 1991 1992 1993 1994

695,307 726,908 794,571 816,454 824,239

108,105 107,261 108,686 106,566 102,983

303,616 301,459 304,300 311,290 310,051

283,586 318,188 381,585 398,598 411,205

1995 1996 1997 1998 1999

808,578 798,485 757,346 763,170 773,166

101,239 98,655 97,594 96,893 99,826

306,044 302,480 297,204 294,851 295,196

401,295 397,350 362,548 371,426 378,144

2000 2001 2002 2003 2004

776,676 796,174 846,361 852,354 858,562

115,358 110,680 116,186 111,992 115,391

297,686 302,445 310,395 305,409 309,472

363,632 383,049 419,780 434,953 433,699

2005 2006 2007 2008 2009

907,547 897,035 902,296 960,873 1,007,671

123,494 126,860 126,678 140,581 156,412

314,786 321,155 322,326 329,397 319,127

469,267 449,020 453,292 490,895 532,132

2010 2011 2012 2013 2014

1,044,506 1,016,510 959,019 876,835 810,075

155,193 152,427 142,114 136,934 134,070

320,293 310,926 304,199 288,474 282,492

569,020 553,157 512,706 451,427 393,513 (Continued)


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D4—Number of children, by type of benefit, selected years 1940–2014—Continued Children of— Year

All children

Retired workers

Deceased workers

Disabled workers

Children under age 18 1940 1945 1950 1955

59,382 127,514 122,641 238,795

8,249 7,215 25,495 40,402

51,133 120,299 97,146 198,393

... ... ... ...

1960 1965 1970 1975

391,366 523,453 678,940 806,770

57,239 84,707 99,353 115,347

231,611 263,637 337,960 300,139

102,516 175,109 241,627 391,284

1980 1981 1982 1983 1984

573,828 512,939 457,445 444,467 449,242

111,610 84,793 81,502 80,117 74,328

227,139 228,317 222,738 211,396 202,163

235,079 199,829 153,205 152,954 172,721

1985 1986 1987 1988 1989

464,908 465,115 451,370 452,519 446,308

74,128 70,915 66,672 63,586 59,073

200,576 196,008 184,668 192,278 189,285

190,204 198,192 195,030 196,655 197,950

1990 1991 1992 1993 1994

468,439 502,442 559,725 575,247 586,342

60,588 60,618 61,034 59,515 57,677

189,792 191,537 192,689 198,469 201,598

218,059 250,287 306,002 317,263 327,067

1995 1996 1997 1998 1999

571,650 561,687 517,118 516,100 522,946

57,215 56,126 54,841 54,218 57,019

198,848 194,333 184,237 182,118 182,159

315,587 311,228 278,040 279,764 283,768

2000 2001 2002 2003 2004

525,390 542,147 578,906 580,166 578,844

68,440 64,207 66,992 63,793 65,490

184,762 188,300 192,226 187,060 188,435

272,188 289,640 319,688 329,313 324,919

2005 2006 2007 2008 2009

609,993 585,334 573,067 605,931 645,853

69,008 69,819 65,783 73,528 84,590

189,509 189,654 184,922 183,754 179,477

351,476 325,861 322,362 348,649 381,786

2010 2011 2012 2013 2014

662,361 639,273 595,911 534,385 479,380

79,649 76,748 72,389 68,847 66,860

173,723 169,625 169,249 161,643 159,324

408,989 392,900 354,273 303,895 253,196 (Continued)



All children

Retired workers

Deceased workers

Disabled workers

Disabled adult children 1957 1960 1965 1970

29,507 24,353 21,398 24,547

17,249 12,740 10,017 11,348

12,258 9,819 8,668 9,425

... 1,794 2,713 3,774

1975 1976 1977 1978 1979

32,707 34,517 36,210 33,611 33,419

14,636 15,602 -15,378 15,967

11,182 11,546 -11,013 10,999

6,889 7,369 7,885 7,220 6,453

1980 1981 1982 1983 1984

33,470 30,545 28,707 33,639 36,427

16,650 15,365 14,772 17,309 18,330

10,626 9,745 9,685 11,223 12,556

6,194 5,435 4,250 5,107 5,541

1985 1986 1987 1988 1989

39,083 40,525 39,665 38,702 37,001

19,661 20,295 20,761 20,544 19,668

12,709 13,244 12,117 11,512 10,975

6,713 6,986 6,787 6,646 6,358

1990 1991 1992 1993 1994

38,772 41,086 47,009 47,246 44,483

20,862 21,850 23,615 23,173 22,119

11,277 11,684 13,846 13,819 12,590

6,633 7,552 9,548 10,254 9,774

1995 1996 1997 1998 1999

43,275 40,583 38,701 39,941 41,748

21,566 20,169 19,611 19,932 20,467

11,930 11,061 10,616 10,914 11,430

9,779 9,353 8,474 9,095 9,851

2000 2001 2002 2003 2004

43,845 43,042 46,636 47,235 48,772

22,567 21,307 22,881 22,024 22,531

11,621 11,872 12,685 12,920 13,999

9,657 9,863 11,070 12,291 12,242

2005 2006 2007 2008 2009

53,807 58,519 67,517 79,694 79,769

25,154 25,679 28,359 32,712 35,734

14,982 17,467 20,368 24,369 22,821

13,671 15,373 18,790 22,613 21,214

2010 2011 2012 2013 2014

81,681 81,895 69,642 64,626 60,902

35,533 35,610 29,283 27,998 27,241

21,942 21,575 18,236 16,638 15,705

24,206 24,710 22,123 19,990 17,956 (Continued)



All children

Retired workers

Deceased workers

Disabled workers

Students 1965 1970

238,351 387,378

39,463 71,894

179,094 244,339

19,794 71,145

1975 1976 1977 1978 1979

492,436 544,739 574,760 544,396 553,889

95,596 108,197 -105,719 117,118

279,797 295,058 -291,434 292,766

117,043 141,484 148,227 147,243 144,005

1980 1981 1982 1983 1984

566,814 543,063 430,563 274,726 235,895

120,398 111,248 86,575 47,519 39,328

302,481 297,425 240,973 158,373 136,577

143,935 134,390 103,015 68,834 59,990

1985 1986 1987 1988 1989

209,641 194,987 194,264 214,810 192,053

34,287 31,442 30,551 32,529 27,750

119,246 110,556 108,788 120,556 107,224

56,108 52,989 54,925 61,725 57,079

1990 1991 1992 1993 1994

188,096 183,380 187,837 193,961 193,414

26,655 24,793 24,037 23,878 23,187

102,547 98,238 97,765 99,002 95,863

58,894 60,349 66,035 71,081 74,364

1995 1996 1997 1998 1999

193,653 196,215 201,527 207,129 208,472

22,458 22,360 23,142 22,743 22,340

95,266 97,086 102,351 101,819 101,607

75,929 76,769 76,034 82,567 84,525

2000 2001 2002 2003 2004

207,441 210,985 220,819 224,953 230,946

24,351 25,166 26,313 26,175 27,370

101,303 102,273 105,484 105,429 107,038

81,787 83,546 89,022 93,349 96,538

2005 2006 2007 2008 2009

243,747 253,182 261,712 275,248 282,049

29,332 31,362 32,536 34,341 36,088

110,295 114,034 117,036 121,274 116,829

104,120 107,786 112,140 119,633 129,132

2010 2011 2012 2013 2014

300,464 295,342 293,466 277,824 269,793

40,011 40,069 40,442 40,089 39,969

124,628 119,726 116,714 110,193 107,463

135,825 135,547 136,310 127,542 122,361

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Data for 2006–2011 omit individuals whose benefits were reinstated under the Expedited Reinstatement provisions. For that reason, as well as for differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable; -- = not available. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D5—Number and average monthly benefit for children, by type of benefit and age, 2014 Children of— Total children

Retired workers

Average monthly a

Total number benefit (dollars)

Age

Deceased workers

Average monthly a

Number benefit (dollars)

Disabled workers

Average monthly a

Average monthly a



282,492

827.62

393,513

338.30

All children Total

810,075

553.30

134,070

606.36

Children under age 18 Subtotal Under 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17

479,380

498.63

66,860

587.46

159,324

789.18

253,196

292.34

35,366 14,615 15,697 17,115 18,885 20,227 22,089 23,434 24,403 25,947 27,697 29,917 32,093 34,438 36,372 37,708 36,458 26,919

348.13 412.75 431.39 435.84 445.47 450.22 461.76 467.14 470.80 480.26 492.41 503.69 511.47 528.29 545.06 573.08 606.67 630.51

1,277 718 1,017 1,178 1,411 1,675 2,045 2,207 2,611 3,026 3,465 4,126 4,791 5,639 6,575 7,728 8,856 8,515

541.71 536.05 522.01 522.51 520.86 512.19 517.43 520.58 523.89 529.99 539.99 560.73 563.00 583.54 593.03 622.86 654.55 657.83

8,128 5,305 5,886 6,486 7,214 7,690 8,341 8,728 8,873 9,217 9,676 10,059 10,545 11,012 11,361 11,486 11,283 8,034

712.10 705.39 722.21 727.49 731.34 730.18 745.99 753.28 755.77 772.51 786.59 807.04 804.02 822.88 837.75 860.22 877.68 890.10

25,961 8,592 8,794 9,451 10,260 10,862 11,703 12,499 12,919 13,704 14,556 15,732 16,757 17,787 18,436 18,494 16,319 10,370

224.65 221.76 226.25 224.89 234.11 242.46 249.46 257.90 264.34 272.72 285.54 294.77 312.63 328.39 347.58 373.94 393.32 406.96

Disabled adult children Subtotal

60,902

542.92

27,241

547.46

15,705

748.04

17,956

356.61

Under 20 20–24 25–29 30–34 35–39 40 or older

14,535 12,789 9,966 9,562 7,293 6,757

490.62 559.43 580.74 566.49 544.54 533.27

1,976 4,040 5,156 6,089 5,324 4,656

548.94 592.79 584.90 558.95 527.79 473.51

5,392 3,839 2,118 1,591 1,038 1,727

725.91 759.27 789.55 770.23 746.02 722.03

7,167 4,910 2,692 1,882 931 374

297.52 375.73 408.48 418.66 415.64 405.58

Subtotal

269,793

652.79

39,969

678.11

107,463

896.25

122,361

430.70

269,509 284

652.89 555.12

39,874 95

678.23 627.42

107,389 74

896.36 736.23

122,246 115

430.75 378.85

Students aged 18–19

18 19

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Effective 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D6—Number of mothers and fathers, by type of benefit, 1950–2014 Widowed With at least 1 child under age 16

a

Entitled solely because of at least 1 disabled child b

Surviving divorced mothers and fathers

Year

Total

Mothers

Fathers

Subtotal

1950 1951 1952 1953 1954

41,101 78,323 64,875 71,945 70,775

41,101 78,323 64,875 71,945 70,775

... ... ... ... ...

41,089 78,181 64,776 71,861 70,699

41,089 78,181 64,776 71,861 70,699

... ... ... ... ...

12 142 99 84 76

1955 1956 1957 1958 c 1959 d

76,018 67,475 88,174 81,467 102,020

76,018 67,475 88,174 81,467 102,020

... ... ... ... ...

75,927 67,410 88,102 81,392 101,933

75,927 67,410 86,088 80,130 100,234

... ... 2,014 1,262 1,699

91 65 72 75 87

1960 1961 1962 1963 1964

92,607 98,449 99,925 104,960 106,249

92,607 98,449 99,925 104,960 106,249

... ... ... ... ...

92,507 98,374 99,835 104,866 106,137

90,939 96,778 98,099 102,828 103,778

1,568 1,596 1,736 2,038 2,359

100 75 90 94 112

1965 1966 1967 1968 1969

100,005 107,135 110,762 113,765 116,922

100,005 107,135 110,762 113,765 116,922

... ... ... ... ...

99,804 106,677 110,283 113,323 116,434

97,972 105,270 108,842 111,869 115,035

1,832 1,407 1,441 1,454 1,399

201 458 479 442 488

1970 1971 1972 1973 1974

112,377 116,548 117,699 118,775 109,221

112,377 116,548 117,699 118,775 109,221

... ... ... ... ...

111,887 115,996 117,034 112,511 102,584

110,459 114,266 113,822 109,574 99,705

1,428 1,730 3,212 2,937 2,879

490 552 665 6,264 6,637

1975 1976 1977 1978 1979

116,224 113,520 118,821 110,015 110,424

111,372 107,339 111,473 103,391 103,805

4,852 6,181 7,348 6,624 6,619

108,002 105,158 109,050 100,247 99,413

103,597 99,781 103,492 96,834 96,249

4,405 5,377 5,558 3,413 3,164

8,222 8,362 9,771 9,768 11,011

1980 1981 1982 1983 1984

107,809 99,653 86,786 82,464 73,794

99,922 92,138 80,198 76,271 68,164

7,887 7,515 6,588 6,193 5,630

96,005 81,079 70,019 66,711 59,256

92,768 78,069 67,301 63,304 54,962

3,237 3,010 2,718 3,407 4,294

11,804 11,059 10,179 9,560 8,908

1985 1986 1987 1988 1989

72,241 69,340 64,777 62,676 59,525

66,992 64,147 59,626 57,859 54,916

5,249 5,193 5,151 4,817 4,609

62,881 60,200 56,329 54,833 51,992

58,507 55,639 52,051 50,655 48,226

4,374 4,561 4,278 4,178 3,766

9,360 9,140 8,448 7,843 7,533

1990 1991 1992 1993 1994

58,060 57,896 56,402 56,408 54,732

53,346 52,889 51,273 51,358 49,825

4,714 5,007 5,129 5,050 4,907

50,879 50,787 49,341 49,465 48,217

47,673 47,695 46,302 46,420 45,346

3,206 3,092 3,039 3,045 2,871

7,181 7,109 7,061 6,943 6,515

1995 1996 1997 1998 1999

51,645 49,150 43,504 42,395 41,756

46,874 44,732 39,805 38,533 37,926

4,771 4,418 3,699 3,862 3,830

45,368 43,538 38,565 37,739 37,271

42,817 41,192 36,396 35,577 35,092

2,551 2,346 2,169 2,162 2,179

6,277 5,612 4,939 4,656 4,485 (Continued)


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D6—Number of mothers and fathers, by type of benefit, 1950–2014—Continued Widowed With at least 1 child under age 16

a

Entitled solely because of at least 1 disabled child b

Surviving divorced mothers and fathers

Year

Total

Mothers

Fathers

Subtotal

2000 2001 2002 2003 2004

40,491 41,323 40,829 39,206 40,030

36,521 37,106 36,534 34,712 35,499

3,970 4,217 4,295 4,494 4,531

36,197 36,728 36,186 34,797 35,876

34,241 34,753 34,264 32,979 34,176

1,956 1,975 1,922 1,818 1,700

4,294 4,595 4,643 4,409 4,154

2005 2006 2007 2008 2009

38,248 35,981 33,597 32,717 32,878

34,036 31,995 29,869 28,831 28,612

4,212 3,986 3,728 3,886 4,266

34,256 32,216 29,954 29,215 29,262

32,872 30,954 28,691 28,003 27,992

1,384 1,262 1,263 1,212 1,270

3,992 3,765 3,643 3,502 3,616

2010 2011 2012 2013 2014

31,797 30,117 28,618 26,669 25,319

27,528 26,216 25,020 23,414 22,188

4,269 3,901 3,598 3,255 3,131

28,330 26,733 25,607 23,886 22,636

27,056 25,452 24,426 22,654 21,566

1,274 1,281 1,181 1,232 1,070

3,467 3,384 3,011 2,783 2,683

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable. a. Prior to August 1981, benefits were payable to mothers and fathers caring for a child under age 18. For mothers and fathers caring for a child who was at least age 14 and who were entitled in August 1981, benefits were continued until the child attained age 18 or September 1983, whichever came earlier. b. Excludes mothers and fathers who had both disabled and nondisabled entitled children in their care. c. January–November. d. Includes December 1958. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D7—Number and average monthly benefit for widow(er)s, by age and sex, 2014 Nondisabled Widows

Widowers Average monthly

Age, sex, and type of benefit All widow(er)s


Disabled widow(er)s Average monthly

Average monthly

Average monthly

Number

benefit a (dollars)

Number

benefit a (dollars)

Number

benefit a (dollars)

Number

benefit a (dollars)

472,689

1,032.55

44,728

783.21

29,673

696.02

25,319

909.70

By age Under 25 25–29 30–34 35–39 40–44

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

... ... ... ... ...

623 1,727 2,989 4,368 5,310

706.45 742.90 782.00 818.46 913.95

45–49 50–54 55–59

... ... ...

... ... ...

... ... ...

... ... ...

... 13,359 16,162

... 685.52 704.01

4,941 3,339 1,433

991.98 1,065.97 1,059.48

60–64 60 61 62 63 64

142,538 62,342 23,200 21,494 16,331 19,171

1,185.23 1,174.20 1,222.88 1,194.47 1,165.76 1,181.82

19,444 7,195 4,905 3,111 1,967 2,266

957.40 913.15 936.46 1,035.75 975.18 1,020.22

146 72 33 21 13 7

769.77 682.80 983.69 816.64 844.35 376.68

508 162 112 89 59 86

955.12 965.15 928.14 909.61 982.96 999.38

65–69 65 66 67 68 69

105,835 26,701 40,115 14,690 11,905 12,424

1,118.41 1,299.83 1,213.14 920.99 887.07 877.75

10,714 3,364 3,919 1,343 999 1,089

937.72 1,079.36 1,056.89 696.05 638.26 644.10

6 6 ... ... ... ...

744.78 744.78 ... ... ... ...

81 81 ... ... ... ...

986.65 986.65 ... ... ... ...

70–74 70 71 72 73 74

64,603 12,807 13,463 12,876 12,627 12,830

837.15 840.13 846.92 841.54 829.69 826.88

4,084 968 893 755 731 737

481.87 501.66 491.40 473.99 460.69 473.41

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

75–79 75 76 77 78 79

62,026 12,724 12,663 12,373 12,127 12,139

853.61 839.74 838.30 851.16 862.32 877.95

3,785 781 698 724 803 779

425.49 462.17 425.16 414.15 422.71 402.42

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

... ... ... ... ... ...

80 or older

97,687

959.56

6,701

416.45

...

...

...

...

... 472,689 405,218 67,471

... 1,032.55 1,025.16 1,076.94

44,728 ... ... ...

783.21 ... ... ...

3,018 26,655 22,450 4,205

536.65 714.06 708.11 745.84

3,131 22,188 19,722 2,466

756.84 931.27 929.14 948.31

By sex Men Women Widow or mother Surviving divorced wife or mother

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. Effective 2006, age is based on date of entitlement and not date of award. Entitlement can be retroactive and thus precede the date of award. . . . = not applicable. a. Benefits awarded before the December cost-of-living increase are converted to the December rates before averages are computed. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D8—Number of widow(er)s, by type of benefit, 1950–2014 Entitled because of age

Entitled because of disability

Year

Total

Widows

Widowers

Widows

Widowers

1950 1951 1952 1953 1954

66,735 89,591 92,302 112,866 128,026

66,672 89,324 91,992 112,467 127,626

63 267 310 399 400

... ... ... ... ...

... ... ... ... ...

1955 1956 1957 1958 a b 1959

140,624 253,524 244,633 199,320 252,683

140,273 253,191 244,172 198,948 252,100

351 333 461 372 583

... ... ... ... ...

... ... ... ... ...

1960 1961 1962 1963 1964

239,267 251,275 267,051 278,709 283,263

238,813 250,606 266,465 278,138 282,689

454 669 586 571 574

... ... ... ... ...

... ... ... ... ...

1965 1966 1967 1968 1969

359,431 403,595 355,589 375,391 375,753

358,875 403,035 355,032 352,280 353,928

556 560 557 604 625

... ... ... 22,438 21,127

... ... ... 69 73

1970 1971 1972 1973 1974

363,216 381,262 402,809 372,167 363,693

347,031 363,689 382,452 351,793 343,317

576 551 544 651 550

15,546 16,960 19,739 19,660 19,793

63 62 74 63 33

1975 1976 1977 1978 1979

377,246 385,373 416,735 403,679 445,555

353,249 362,229 383,057 375,750 418,883

476 489 10,416 9,022 9,272

23,476 22,603 22,981 18,553 17,136

45 52 281 354 264

1980 1981 1982 1983 1984

452,156 480,772 492,451 501,688 499,677

424,690 453,307 465,070 470,764 464,979

11,412 13,311 14,941 16,512 17,533

15,789 13,868 12,222 14,144 16,847

265 286 218 268 318

1985 1986 1987 1988 1989

501,673 491,052 475,035 457,574 449,139

467,197 454,903 440,803 424,107 416,154

17,390 17,731 17,836 18,139 17,817

16,759 18,033 16,062 14,979 14,830

327 385 334 349 338

1990 1991 1992 1993 1994

451,862 468,788 472,078 466,198 459,340

417,925 420,190 419,413 414,941 410,323

18,513 19,008 19,430 19,422 19,114

15,058 28,951 32,477 31,036 29,075

366 639 758 799 828

1995 1996 1997 1998 1999

444,899 438,081 440,076 443,669 469,806

396,725 390,962 393,014 395,231 419,205

18,577 18,508 18,516 19,039 20,951

28,762 27,783 27,691 28,494 28,654

835 828 855 905 996 (Continued)


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D8—Number of widow(er)s, by type of benefit, 1950–2014—Continued Entitled because of age

Entitled because of disability

Year

Total

Widows

Widowers

Widows

Widowers

2000 2001 2002 2003 2004

505,021 495,848 522,537 508,306 513,839

453,334 443,267 465,627 451,583 456,732

23,645 24,309 27,306 28,209 29,033

26,997 27,179 28,211 27,130 26,621

1,045 1,093 1,393 1,384 1,453

2005 2006 2007 2008 2009

516,949 512,320 569,862 589,940 547,495

457,549 453,754 509,524 524,757 478,914

29,579 29,884 31,528 34,578 37,063

28,127 27,067 27,066 28,500 29,174

1,694 1,615 1,744 2,105 2,344

2010 2011 2012 2013 2014

550,223 544,542 552,135 546,435 547,090

478,434 472,209 477,062 471,744 472,689

38,530 39,150 41,876 43,092 44,728

30,519 30,306 30,222 28,688 26,655

2,740 2,877 2,975 2,911 3,018

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Data for 2006–2011 omit individuals whose benefits were reinstated under the Expedited Reinstatement provisions. For that reason, as well as for differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable. a. January–November. b. Includes December 1958. CONTACT: (410) 965-0090 or [email protected].


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D9—Number and average amount of lump-sum death payment awards, 1940–2014 Number of— Year

Deceased workers

Lump-sum payments

Average lump sum per worker (dollars)

1940 1941 1942 1943 1944

61,080 90,941 103,322 122,185 151,869

75,095 117,303 134,991 163,011 205,117

145.79 144.58 144.77 145.66 145.68

1945 1946 1947 1948 1949

178,813 179,588 181,992 200,090 202,154

247,012 250,706 218,787 213,096 212,614

146.05 151.74 162.16 161.50 164.02

1950 1951 1952 1953 1954

200,411 414,470 437,896 511,986 516,158

209,960 431,229 456,531 532,846 536,341

147.81 138.24 178.20 174.16 207.86

1955 1956 1957 1958 a 1959 b

566,830 546,984 689,282 656,825 822,413

589,612 572,291 718,672 683,964 855,032

202.72 200.80 201.63 202.52 212.67

1960 1961 1962 1963 1964

778,660 813,464 865,217 968,651 1,011,414

809,194 843,308 892,261 1,015,536 1,073,044

211.55 210.46 212.02 212.61 213.94

1965 1966 1967 1968 1969

989,848 1,060,335 1,133,787 1,158,666 1,253,467

1,046,874 1,138,317 1,217,980 1,216,910 1,295,897

226.01 224.00 222.51 236.30 232.60

1970 1971 1972 1973 1974

1,220,248 1,251,831 1,290,133 1,299,223 1,285,221

1,257,687 1,283,924 1,320,637 1,325,833 1,307,890

243.90 244.20 247.90 253.10 254.64

1975 1976 1977 1978 1979

1,334,914 1,321,516 1,227,390 1,437,275 1,500,944

1,344,095 1,328,008 1,240,304 1,451,140 1,515,614

252.47 251.60 254.17 254.65 254.68

1980 1981 1982 1983 1984

1,552,617 1,305,261 797,096 805,524 825,494

1,566,330 1,321,565 808,041 807,537 831,761

254.70 254.72 255.00 255.00 255.00

1985 1986 1987 1988 1989

823,053 809,487 810,066 839,802 829,682

825,395 811,946 812,814 842,037 831,825

255.00 255.00 255.00 255.00 255.00

1990 1991 1992 1993 1994

830,799 847,838 855,073 860,861 852,289

832,900 850,100 857,614 863,492 855,278

255.00 255.00 255.00 255.00 255.00

1995 1996 1997 1998 1999

835,360 832,304 825,176 833,770 873,890

838,015 835,277 828,072 836,468 876,878

255.00 255.00 255.00 255.00 255.00 (Continued)


6.D OASDI Benefits Awarded: Dependents and Survivors Table 6.D9—Number and average amount of lump-sum death payment awards, 1940–2014—Continued Number of— Year

Deceased workers

Lump-sum payments

Average lump sum per worker (dollars)

2000 2001 2002 2003 2004

845,135 843,983 837,338 817,591 821,491

850,411 849,102 842,060 821,613 826,408

255.00 255.00 255.00 255.00 255.00

2005 2006 2007 2008 2009

827,492 817,859 801,546 814,112 775,580

830,912 821,581 806,447 816,878 807,601

255.00 255.00 255.00 255.00 255.00

2010 2011 2012 2013 2014

782,649 787,135 769,988 772,097 755,297

816,767 821,457 805,911 806,933 797,686

255.00 255.00 255.00 255.00 255.00

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTE: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. a. January–November. b. Includes December 1958. CONTACT: (410) 965-0090 or [email protected].


6.E OASDI: Benefits Withheld Table 6.E1—Number and percentage distribution of retired workers with benefits withheld, with and without reduction for early retirement, by sex and monthly benefit, December 2014 Total



Number

Percent

Number

Percent

Number

Percent

255,306

100.0

164,616

100.0

90,690

100.0

64,869 3,885 4,273 3,794

25.4 1.5 1.7 1.5

47,068 2,830 2,844 2,588

28.6 1.7 1.7 1.6

17,801 1,055 1,429 1,206

19.6 1.2 1.6 1.3

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

3,821 5,266 6,179 6,400 6,522

1.5 2.1 2.4 2.5 2.6

2,786 4,201 4,629 4,737 4,715

1.7 2.6 2.8 2.9 2.9

1,035 1,065 1,550 1,663 1,807

1.1 1.2 1.7 1.8 2.0

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

6,644 6,641 6,667 6,229 5,948

2.6 2.6 2.6 2.4 2.3

4,818 4,879 4,942 4,685 4,425

2.9 3.0 3.0 2.8 2.7

1,826 1,762 1,725 1,544 1,523

2.0 1.9 1.9 1.7 1.7

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

5,682 5,533 5,301 4,973 4,804

2.2 2.2 2.1 1.9 1.9

4,304 4,168 4,078 3,790 3,582

2.6 2.5 2.5 2.3 2.2

1,378 1,365 1,223 1,183 1,222

1.5 1.5 1.3 1.3 1.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90 1,500.00 or more

4,410 4,218 3,845 3,688 3,424 72,290

1.7 1.7 1.5 1.4 1.3 28.3

3,325 3,223 2,922 2,823 2,605 29,649

2.0 2.0 1.8 1.7 1.6 18.0

1,085 995 923 865 819 42,641

1.2 1.1 1.0 1.0 0.9 47.0

156,336

100.0

90,437

100.0

65,899

100.0

27,273 2,299 2,523 2,298

17.4 1.5 1.6 1.5

19,797 1,664 1,671 1,543

21.9 1.8 1.8 1.7

7,476 635 852 755

11.3 1.0 1.3 1.1

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

2,249 3,152 3,629 3,725 3,720

1.4 2.0 2.3 2.4 2.4

1,575 2,445 2,611 2,615 2,499

1.7 2.7 2.9 2.9 2.8

674 707 1,018 1,110 1,221

1.0 1.1 1.5 1.7 1.9

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

3,630 3,461 3,418 3,248 3,122

2.3 2.2 2.2 2.1 2.0

2,380 2,306 2,250 2,191 2,077

2.6 2.5 2.5 2.4 2.3

1,250 1,155 1,168 1,057 1,045

1.9 1.8 1.8 1.6 1.6

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

3,184 3,097 3,039 2,989 2,887

2.0 2.0 1.9 1.9 1.8

2,228 2,179 2,203 2,168 2,054

2.5 2.4 2.4 2.4 2.3

956 918 836 821 833

1.5 1.4 1.3 1.2 1.3

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90 1,500.00 or more

2,773 2,652 2,546 2,381 2,260 60,781

1.8 1.7 1.6 1.5 1.4 38.9

2,013 1,954 1,914 1,766 1,685 22,649

2.2 2.2 2.1 2.0 1.9 25.0

760 698 632 615 575 38,132

1.2 1.1 1.0 0.9 0.9 57.9

Sex and monthly benefit (dollars) All retired workers Less than 350.00 350.00–399.90 400.00–449.90 450.00–499.90

Men Less than 350.00 350.00–399.90 400.00–449.90 450.00–499.90

(Continued)


6.E OASDI: Benefits Withheld Table 6.E1—Number and percentage distribution of retired workers with benefits withheld, with and without reduction for early retirement, by sex and monthly benefit, December 2014—Continued Total



Number

Percent

Number

Percent

Number

Percent

98,970

100.0

74,179

100.0

24,791

100.0

37,596 1,586 1,750 1,496

38.0 1.6 1.8 1.5

27,271 1,166 1,173 1,045

36.8 1.6 1.6 1.4

10,325 420 577 451

41.6 1.7 2.3 1.8

500.00–549.90 550.00–599.90 600.00–649.90 650.00–699.90 700.00–749.90

1,572 2,114 2,550 2,675 2,802

1.6 2.1 2.6 2.7 2.8

1,211 1,756 2,018 2,122 2,216

1.6 2.4 2.7 2.9 3.0

361 358 532 553 586

1.5 1.4 2.1 2.2 2.4

750.00–799.90 800.00–849.90 850.00–899.90 900.00–949.90 950.00–999.90

3,014 3,180 3,249 2,981 2,826

3.0 3.2 3.3 3.0 2.9

2,438 2,573 2,692 2,494 2,348

3.3 3.5 3.6 3.4 3.2

576 607 557 487 478

2.3 2.4 2.2 2.0 1.9

1,000.00–1,049.90 1,050.00–1,099.90 1,100.00–1,149.90 1,150.00–1,199.90 1,200.00–1,249.90

2,498 2,436 2,262 1,984 1,917

2.5 2.5 2.3 2.0 1.9

2,076 1,989 1,875 1,622 1,528

2.8 2.7 2.5 2.2 2.1

422 447 387 362 389

1.7 1.8 1.6 1.5 1.6

1,250.00–1,299.90 1,300.00–1,349.90 1,350.00–1,399.90 1,400.00–1,449.90 1,450.00–1,499.90 1,500.00 or more

1,637 1,566 1,299 1,307 1,164 11,509

1.7 1.6 1.3 1.3 1.2 11.6

1,312 1,269 1,008 1,057 920 7,000

1.8 1.7 1.4 1.4 1.2 9.4

325 297 291 250 244 4,509

1.3 1.2 1.2 1.0 1.0 18.2

Sex and monthly benefit (dollars) Women Less than 350.00 350.00–399.90 400.00–449.90 450.00–499.90



6.E OASDI: Benefits Withheld Table 6.E4—Number of beneficiaries with benefits withheld, by reason for withholding payment and type of benefit, December 2014 Wives and husbands

Widowed mothers Without With and Disabled a b Men Women workers Subtotal children children Husbands Children fathers Widow(er)s Parents Wives

Retired workers

Reason payment withheld Total Earnings of— Retired workers Disabled beneficiaries (substantial gainful activity) Other beneficiaries Entitled child not in care of beneficiary Payee not determined Recoupment of overpayment for reasons other than earnings Address unknown Determination of continuing disability pending Imprisoned or confined Workers' compensation offset Government pension offset Technical entitlement Other reasons

Total, all beneficiaries Subtotal 2,402,931

255,306 156,336

98,970

137,816

399,859

280,769

35,351

83,739 741,710

56,904

53,836 29,457

24,379

...

1,876

1,607

121

148

43,769

823,963

508

1,192

...

...

...

52,767 55,022

... ...

... ...

... ...

36,916 ...

679 19,188

85 693

566 16,657

28 1,838

15,071 67

... 23,201

101 12,566

... ...

23,731 9,644

... 785

... 365

... 420

... 1,438

10,751 53

... 45

10,090 (X)

661 (X)

... 6,999

12,980 (X)

... 364

... (X)

30,307 103,771

8,353 3,950 35,889 21,262

4,403 14,627

5,867 18,167

1,825 3,179

1,086 2,239

634 413

105 527

10,628 33,313

(X) 356

2,621 12,818

(X) 49

9,682 72,879

... ... 14,911 14,311

... 600

6,329 45,419

83 457

7 75

(X) 181

(X) 201

3,235 11,021

... 247

35 824

... ...

3,537 463,598 1,256,770 264,319

... ... ... ... ... ... 141,532 86,991

... ... ... 54,541

1,580 ... ... 22,100

170 291,534 37,515 32,549

53 218,122 29,627 27,130

109 62 4,394 2,051

8 1,787 73,350 ... 3,494 626,364 3,368 32,033

... 73 (X) 4,092

... 171,991 591,035 31,608

... ... (X) 405

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: . . . = not applicable. (X) = Suppressed to avoid disclosing information about particular individuals. a. Aged 62 or older. b. Under age 65 with entitled children in their care. CONTACT: (410) 965-0090 or [email protected].


6.E OASDI: Benefits Withheld Table 6.E5—Number of wives, husbands, and children with benefits withheld, by reason for withholding payment and type of benefit, December 2014 Wives and husbands of— Reason payment withheld Total Earnings of— Retired workers Disabled beneficiaries (substantial gainful activity) Other beneficiaries Entitled child not in care of beneficiary Payee not determined Recoupment of overpayment for reasons other than earnings Address unknown Determination of continuing disability pending Imprisoned or confined Workers' compensation offset Government pension offset Technical entitlement Other reasons

Children under age 18 of—

Retired workers

Disabled workers


359,013

40,846

32,055

1,876

...

... 4,415



Disabled workers


Disabled workers


Disabled workers

43,869

342,242

128,638

124,826

57,868

1,949

2,714

7,549

867

...

...

276

...

...

49

...

...

679 14,773

... 32

... 9

12,678 17

442 ...

765 ...

1,113 ...

... 3

... 3

73 3

1,838 51

8,913 (X)

... 378

... 2,516

... 2,721

... 236

... 977

... 125

... 7

... 24

... 15

1,109 2,739

716 440

382 1,589

1,646 5,911

7,397 18,699

342 1,137

502 4,219

141 1,144

14 71

55 265

149 278

... 231

(X) 226

... 33

... 115

2,153 119

179 1,633

550 7,160

331 1,934

... 3

... 11

22 13

... 287,221 28,452 31,081

170 4,313 9,063 1,468

... ... 25,131 3,643

... ... 26,289 7,383

1,672 ... 284,979 11,807

... ... 122,805 1,588

... ... 106,815 3,838

68 ... 50,166 2,846

... ... 1,690 112

... ... 2,055 301

47 ... 6,434 515

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: . . . = not applicable. (X) = Suppressed to avoid disclosing information about particular individuals. CONTACT: (410) 965-0090 or [email protected].


6.F OASDI: Benefits Terminated Table 6.F1—Number of benefits terminated, by type, 1940–2014 Children Total, all Year Total

benefits

a

Retired workers

Disabled workers

Wives and husbands

Total

Under age 18


Widowed mothers and Students fathers

Widow(er)s

Parents

178,261,691

65,295,515

21,443,197

20,147,151

48,272,771

30,548,675

1,194,142

16,529,954

4,952,882

16,807,993

109,398

1940–1944 1945–1949

246,534 896,041

84,737 304,902

... ...

40,811 154,261

73,394 250,835

73,394 250,835

... ...

... ...

40,868 145,998

5,680 36,144

1,044 3,901

1950 1951 1952 1953 1954

266,615 354,282 383,780 455,652 501,694

98,280 141,665 160,284 193,688 212,894

... ... ... ... ...

51,200 73,706 85,349 99,409 111,788

69,062 82,516 75,352 89,292 99,375

69,062 82,516 75,352 89,292 99,375

... ... ... ... ...

... ... ... ... ...

33,313 37,016 40,085 44,331 45,870

13,642 17,999 20,978 27,006 29,871

1,118 1,380 1,732 1,926 1,896

1955 1956 1957 1958 1959

579,229 624,981 789,331 817,512 1,163,018

247,998 269,006 334,710 322,279 458,175

... ... 16,131 52,949 81,982

125,880 134,700 178,464 173,608 255,169

117,443 128,391 146,828 156,944 211,711

117,443 128,391 146,540 156,348 209,948

... ... 288 596 1,763

... ... ... ... ...

49,330 51,874 54,715 52,088 67,346

36,488 38,849 56,022 57,422 85,401

2,090 2,161 2,461 2,222 3,234

1960 1961 1962 1963 1964

1,170,612 1,327,950 1,410,718 1,672,045 1,739,693

440,555 471,552 507,807 591,951 616,124

89,090 115,546 128,299 137,850 138,576

249,792 276,437 282,569 330,576 333,969

235,965 290,895 311,045 397,764 424,680

233,512 287,599 307,200 392,606 418,834

2,453 3,296 3,845 5,158 5,846

... ... ... ... ...

67,555 77,778 78,261 92,246 96,116

84,396 92,322 99,332 117,743 126,328

3,259 3,420 3,405 3,915 3,900

1965 1966 1967 1968 1969

1,868,804 2,178,105 2,545,076 2,654,191 2,860,287

646,734 696,038 748,184 789,586 827,151

156,648 168,630 208,899 222,197 251,269

345,229 351,877 373,803 386,245 399,689

481,215 704,131 820,610 837,390 946,481

448,344 457,688 503,110 514,363 564,725

6,628 7,329 9,178 10,620 11,922

26,243 239,114 308,322 312,407 369,834

98,058 92,054 102,004 100,344 107,119

137,031 158,302 172,411 188,844 205,188

3,889 3,749 3,789 4,004 3,525

1970 1971 1972 1973 1974

2,841,523 2,944,134 2,949,327 3,132,957 3,296,247

817,129 846,103 839,018 873,593 921,897

260,444 266,471 261,739 304,792 320,958

388,574 394,422 384,297 396,828 416,891

956,566 1,011,381 1,037,251 1,137,641 1,205,329

582,918 607,138 605,569 637,851 699,400

11,795 11,621 13,924 12,445 15,288

361,853 392,622 417,758 487,345 490,641

102,578 104,577 108,995 103,056 116,061

208,843 223,988 232,375 234,039 243,139

3,313 3,162 2,950 2,955 2,886

1975 1976 1977 1978 1979

3,313,151 3,405,273 3,551,125 3,589,849 3,568,400

931,953 941,162 955,114 977,703 953,520

329,532 351,504 401,334 413,571 422,503

421,973 424,417 430,431 428,498 426,014

1,209,574 1,262,306 1,331,923 1,342,365 1,346,176

695,082 711,425 740,822 736,536 726,910

15,195 16,104 17,060 17,496 18,598

499,297 534,777 574,041 588,333 600,668

110,493 114,823 114,605 112,491 111,604

249,274 256,020 265,721 271,102 272,422

2,574 2,412 2,285 2,106 1,831

1980 1981 1982 1983 1984

3,538,615 3,596,613 3,869,989 3,788,835 3,230,134

1,009,542 1,006,756 1,032,327 1,068,963 1,102,737

408,051 434,187 483,847 453,621 371,913

420,313 419,331 437,104 492,524 373,796

1,259,831 1,305,554 1,485,066 1,223,789 954,150

636,825 664,436 677,326 584,312 498,199

14,561 15,482 16,435 19,706 19,277

608,445 625,636 791,305 619,771 436,674

118,300 111,025 109,210 214,361 88,342

289,326 291,081 298,435 309,168 319,858

1,705 1,649 1,521 1,448 1,283

1985 1986 1987 1988 1989

3,109,569 2,996,494 2,967,965 3,087,126 2,977,413

1,150,236 1,152,844 1,163,655 1,227,357 1,202,430

339,984 341,276 347,948 356,143 351,402

367,257 362,966 354,240 354,250 339,550

820,641 703,293 681,275 723,385 678,094

446,106 474,999 457,523 484,001 454,048

17,022 17,013 17,056 19,478 19,726

357,513 211,281 206,696 219,906 204,320

84,165 90,071 80,131 73,473 66,527

331,090 329,855 328,008 341,432 332,040

1,228 1,110 1,041 922 856

1990 1991 1992 1993 1994

2,958,646 2,943,272 2,969,109 3,075,227 3,124,009

1,222,810 1,237,517 1,252,171 1,313,867 1,329,241

348,194 351,303 361,796 372,317 384,590

337,006 332,892 329,102 336,335 331,416

646,343 619,977 616,771 632,585 647,848

415,616 401,092 397,723 408,497 421,730

20,014 17,723 17,857 18,842 20,034

210,713 201,162 201,191 205,246 206,084

64,260 61,383 65,852 62,436 72,662

334,293 335,740 339,827 354,833 356,097

769 646 617 578 529

1995 1996 1997 1998 1999

3,161,744 3,187,291 3,413,296 3,307,618 3,366,363

1,334,027 1,352,339 1,370,596 1,405,342 1,436,865

399,475 396,980 464,984 409,489 433,950

327,233 321,703 319,172 313,423 312,867

678,821 690,618 777,803 741,412 748,950

451,375 459,254 537,259 495,678 490,634

22,639 23,776 26,210 26,755 29,444

204,807 207,588 214,334 218,979 228,872

61,813 61,618 60,342 54,551 51,341

358,691 362,751 419,105 382,619 381,791

493 444 376 346 361 (Continued)


6.F OASDI: Benefits Terminated Table 6.F1—Number of benefits terminated, by type, 1940–2014—Continued Children Total, all

Disabled workers

Wives and husbands

Total

Under age 18


Widowed mothers and Students fathers

Year

benefits

a

Retired workers

2000 2001 2002 2003 2004

3,404,466 3,440,679 3,494,924 3,411,500 3,480,809

1,447,269 1,460,763 1,465,869 1,447,461 1,453,625

460,351 459,073 478,098 447,485 458,359

310,703 304,413 306,796 292,156 292,183

753,430 775,873 807,955 796,560 849,643

502,351 515,300 534,181 526,475 555,137

33,300 32,988 34,722 33,030 32,802

217,779 227,585 239,052 237,055 261,704

2005 2006 2007 2008 2009

3,522,025 3,607,381 3,483,878 3,622,908 3,621,331

1,479,956 1,473,218 1,475,216 1,521,555 1,489,329

485,715 506,663 510,645 550,593 617,587

285,609 292,969 251,573 252,485 240,867

845,835 912,478 841,266 871,484 864,091

566,052 616,362 553,094 568,468 543,314

35,018 44,575 32,031 35,093 36,421

2010 2011 2012 2013 2014

3,725,278 3,790,030 3,922,509 3,990,917 3,975,592

1,538,386 1,580,682 1,609,455 1,629,995 1,629,622

631,063 648,481 728,320 769,171 779,229

239,168 238,607 243,006 242,932 244,328

906,191 916,410 915,308 899,184 889,026

567,996 573,271 575,638 561,745 562,530

37,613 39,888 48,033 50,081 51,049

Widow(er)s

Parents

50,925 49,838 49,919 47,418 48,610

381,341 390,315 385,945 380,155 378,153

282 289 265 226 208

244,765 251,541 256,141 267,923 284,356

46,275 47,326 41,264 39,200 36,842

378,403 374,512 363,725 387,406 372,476

209 178 189 185 139

300,582 303,251 291,637 287,358 275,447

36,067 35,000 33,793 32,692 32,198

374,236 370,690 392,487 416,752 401,035

167 160 140 191 154

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable. a. Annual totals for 1966 through 2006 include special age-72 beneficiaries; for all years combined, these terminations number 1,232,784 and are included in the cumulative total. CONTACT: (410) 965-0090 or [email protected].


6.F OASDI: Benefits Terminated Table 6.F2—Number, by reason for termination and type of benefit, 2014

Reason for termination Total Death of beneficiary Death of worker Attainment of— Age 16 by child Age 18 by child Maximum age as a student FRA by disabled worker FRA by disabled widow(er) Marriage, remarriage, or divorce of beneficiary Entitlement to an equal or larger Social Security benefit Does not meet medical standards a Disabled worker or widow(er) Disabled adult child Student no longer attending school Other

All benefits

Retired workers Disabled workers

Wives and husbands

Children



3,975,592

1,629,622

779,229

244,328

889,026

32,198

401,189

2,241,325 154,907

1,549,111 ...

252,813 ...

71,050 114,523

29,310 40,384

784 ...

338,257 ...

38,745 478,905 59,409 483,224 10,406

... ... ... ... ...

... ... ... 450,620 ...

15,193 ... ... 14,572 ...

... 478,905 59,409 18,032 ...

23,552 ... ... ... ...

... ... ... ... 10,406

11,824

...

...

2,046

4,737

5,041

0

142,459

62,740

1,913

22,551

2,787

2,002

50,466

103,685 5,282 213,204 32,217

... ... ... 17,771

68,835 ... ... 5,048

1,383 ... ... 3,010

33,216 5,282 213,204 3,760

... ... ... 819

251 ... ... 1,809

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable; FRA = full retirement age. a. Excludes disabled beneficiaries whose monthly benefits have been suspended because of their ability to engage in substantial gainful activity. These persons continue to be eligible for Medicare for a 3-year period. CONTACT: (410) 965-0090 or [email protected].


6.F OASDI: Benefits Terminated Table 6.F3—Number of wives, husbands, and children, by reason for termination and type of benefit, 2014 Wives and husbands of— Reason for termination Total Death of beneficiary Death of worker Attainment of— Age 16 by child Age 18 by child Maximum age as a student FRA by disabled worker Marriage, remarriage, or divorce of beneficiary Entitlement to an equal or larger Social Security benefit Does not meet medical standards a Disabled worker Disabled adult child Student no longer attending school Other

Children under age 18 of— Retired Deceased workers workers

Disabled workers

Disabled adult children of— Retired Deceased workers workers


Retired workers

Disabled workers

Disabled workers


Disabled workers

210,217

34,111

66,583

178,042

317,905

8,616

25,338

17,095

40,892

114,774

119,781

69,097 110,280

1,953 4,243

141 59

562 ...

694 35,075

5,883 ...

20,836 ...

1,074 3,960

16 ...

55 ...

49 1,290

5,964 ... ... ...

9,229 ... ... 14,572

... 64,478 ... ...

... 176,956 ... ...

... 237,471 ... 9,713

... ... ... ...

... ... ... ...

... ... ... 7,800

... ... 8,065 ...

... ... 26,798 ...

... ... 24,546 519

785

1,261

154

177

909

776

1,359

1,131

23

78

130

21,391

1,160

1,577

77

127

734

121

39

104

5

3

... ... ... 2,700

1,383 ... ... 310

... ... ... 174

... ... ... 270

31,386 ... ... 2,530

... 1,037 ... 186

... 2,702 ... 320

1,322 1,543 ... 226

... ... 32,677 7

... ... 87,828 10

508 ... 92,699 37

SOURCE: Social Security Administration, Master Beneficiary Record, 100 percent data. NOTES: Because of differences in data sources and calculation methods, statistics reported in this table may differ from those reported by the Office of the Chief Actuary. . . . = not applicable; FRA = full retirement age. a. Excludes disabled beneficiaries whose monthly benefits have been suspended because of their ability to engage in substantial gainful activity. These persons continue to be eligible for Medicare for a 3-year period. CONTACT: (410) 965-0090 or [email protected].


Section 7

Supplemental Security Income Summary 7.1 State Data

7.11

Benefit Distributions

7.16

Other Income Sources

7.18

Recipient Characteristics

7.20

7.A SSI: Summary Table 7.A1—Number of recipients of federally administered payments, total payments, and average monthly payment, by source of payment, eligibility category, and age, December 2014 Category

Age

All recipients

Aged

Blind

8,335,704

1,151,940

67,383

Federal payment only Federal payment and state supplementation State supplementation only

6,786,257 1,375,578 173,869

739,314 354,333 58,293

46,446 17,958 2,979

Total with— Federal payment State supplementation

8,161,835 1,549,447

1,093,647 412,626

64,404 20,937

Source of payment

Disabled

65 or older

a

Under 18

18–64

7,116,381

1,299,761

4,913,072

2,122,871

6,000,497 1,003,287 112,597

1,151,300 147,484 977

4,158,859 671,395 82,818

1,476,098 556,699 90,074

7,003,784 1,115,884

1,298,784 148,461

4,830,254 754,213

2,032,797 646,773

Number of recipients Total

Total payments Total Federal payments State supplementation

b

(thousands of dollars)

4,686,279

484,313

37,911

4,164,055

862,455

2,916,253

907,570

4,457,177 229,102

422,953 61,360

33,820 4,091

4,000,404 163,651

852,672 9,783

2,794,397 121,857

810,108 97,462

Average monthly payment Total Federal payments State supplementation

c

(dollars)

532.08

419.80

548.08

550.11

633.23

550.92

426.65

516.62 141.55

386.32 147.53

511.82 189.43

537.04 138.43

626.69 62.15

537.09 150.31

397.86 149.44

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: Totals do not necessarily equal the sum of rounded components. a. Includes blind persons and disabled persons aged 65 or older. b. Includes retroactive payments. c. Excludes retroactive payments. CONTACT: (410) 965-0090 or [email protected].


7.A SSI: Summary Table 7.A2—Number of individuals and couples receiving federally administered payments, total payments, and average monthly payment, by source of payment and eligibility category, December 2014 Aged

Blind

Individual

Couple

Individual

881,944

132,730

58,201

Federal payment only Federal payment and state supplementation State supplementation only

594,476 251,026 36,442

71,531 50,793 10,406

40,049 15,467 2,685

Total with— Federal payment State supplementation

845,502 287,468

122,324 61,199

55,516 18,152

Source of payment

Disabled Individual

Couple

Blind and disabled under age 18

2,156

5,544,756

140,639

1,299,753

1,070 908 178

4,655,731 787,454 101,571

99,784 35,535 5,320

1,151,312 147,463 978

1,978 1,086

5,443,185 889,025

135,319 40,855

1,298,775 148,441

Couple

Number of recipients Total

Total payments Total Federal payments State supplementation

a

(thousands of dollars)

376,547

106,972

32,485

2,005

3,186,897

115,191

861,151

337,120 39,428

85,518 21,454

28,992 3,493

1,514 490

3,047,691 139,206

100,154 15,037

851,382 9,769

Average monthly payment Total Federal payments State supplementation

806.51

546.56

922.01

540.33

800.71

635.31

399.66 136.34

699.13 349.46

511.04 187.59

757.49 450.32

526.13 147.75

722.37 362.99

628.62 62.23

NOTE: Totals do not necessarily equal the sum of rounded components. b. Excludes retroactive payments. CONTACT: (410) 965-0090 or [email protected].


(dollars)

428.14

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. a. Includes retroactive payments.

b

7.A SSI: Summary Table 7.A3—Number of recipients of federally administered payments, by eligibility category, January 1974 and December 1975–2014, selected years Federally administered state supplementation

State supplementation only

2,955,959

1,480,309

259,673

4,314,275 4,142,017 4,138,021 4,817,127 6,514,134

3,893,419 3,682,411 3,799,092 4,412,131 6,194,493

1,684,018 1,684,765 1,660,847 2,058,273 2,517,805

420,856 459,606 338,929 404,996 319,641

2000 2001 2002 2003 2004

6,601,686 6,688,489 6,787,857 6,902,364 6,987,845

6,319,907 6,410,138 6,505,227 6,614,465 6,694,577

2,480,637 2,520,005 2,461,652 2,467,116 2,497,589

281,779 278,351 282,630 287,899 293,268

2005 2006 2007 2008 2009

7,113,879 7,235,583 7,359,525 7,520,501 7,676,686

6,818,944 6,938,690 7,061,234 7,219,012 7,422,879

2,242,112 2,268,579 2,302,130 2,343,599 2,339,346

294,935 296,893 298,291 301,489 253,807

2010 2011 2012 2013 2014

7,912,266 8,112,773 8,262,877 8,363,477 8,335,704

7,655,667 7,866,390 8,039,984 8,143,829 8,161,835

2,385,933 2,389,113 2,215,840 2,228,380 1,549,447

256,599 246,383 222,893 219,648 173,869

a

Federal SSI

January 1974

3,215,632

December 1975 1980 1985 1990 1995

Month and year

Total

All recipients

Aged January 1974

1,865,109

1,690,496

770,318

174,613

December 1975 1980 1985 1990 1995

2,307,105 1,807,776 1,504,469 1,454,041 1,446,122

2,024,765 1,533,366 1,322,292 1,256,623 1,314,720

843,917 702,763 583,913 649,530 663,390

282,340 274,410 182,177 197,418 131,402

2000 2001 2002 2003 2004

1,289,339 1,264,463 1,251,528 1,232,778 1,211,167

1,186,309 1,164,825 1,151,652 1,132,947 1,110,757

622,668 620,952 611,395 602,807 601,078

103,030 99,638 99,876 99,831 100,410

2005 2006 2007 2008 2009

1,214,296 1,211,656 1,204,512 1,203,256 1,185,959

1,112,779 1,108,925 1,101,440 1,100,188 1,100,626

584,787 590,575 595,555 600,909 587,766

101,517 102,731 103,072 103,068 85,333

2010 2011 2012 2013 2014

1,183,853 1,182,106 1,156,188 1,157,118 1,151,940

1,098,752 1,101,427 1,085,443 1,087,496 1,093,647

588,307 584,518 536,471 537,641 412,626

85,101 80,679 70,745 69,622 58,293 (Continued)


7.A SSI: Summary Table 7.A3—Number of recipients of federally administered payments, by eligibility category, January 1974 and December 1975–2014, selected years—Continued Federally administered state supplementation

State supplementation only

55,680

37,326

16,710

74,489 78,401 82,220 83,686 83,545

68,375 68,945 73,817 74,781 77,064

31,376 36,214 38,291 40,334 38,695

6,114 9,456 8,403 8,905 6,481

2000 2001 2002 2003 2004

78,511 78,255 77,658 77,082 75,924

72,931 72,811 72,189 71,621 70,469

35,940 35,708 34,596 34,142 33,765

5,580 5,444 5,469 5,461 5,455

2005 2006 2007 2008 2009

75,039 73,418 71,727 70,325 69,302

69,637 68,165 66,611 65,330 65,093

31,346 30,657 30,048 29,535 28,533

5,402 5,253 5,116 4,995 4,209

2010 2011 2012 2013 2014

69,289 69,033 67,725 67,671 67,383

65,081 65,090 64,371 64,389 64,404

28,437 27,988 24,210 24,089 20,937

4,208 3,943 3,354 3,282 2,979

Month and year

Total

a

Federal SSI

January 1974

72,390

December 1975 1980 1985 1990 1995

Blind

Disabled January 1974

1,278,122

1,209,783

672,575

68,350

December 1975 1980 1985 1990 1995

1,932,681 2,255,840 2,551,332 3,279,400 4,984,467

1,800,279 2,080,100 2,402,983 3,080,727 4,802,709

808,725 945,788 1,038,643 1,368,409 1,815,720

132,402 175,740 148,349 198,673 181,758

2000 2001 2002 2003 2004

5,233,836 5,345,771 5,458,671 5,592,504 5,700,754

5,060,667 5,172,502 5,281,386 5,409,897 5,513,351

1,822,029 1,863,345 1,815,661 1,830,167 1,862,746

173,169 173,269 177,285 182,607 187,403

2005 2006 2007 2008 2009

5,824,544 5,950,509 6,083,286 6,246,920 6,421,425

5,636,528 5,761,600 5,893,183 6,053,494 6,257,160

1,625,979 1,647,347 1,676,527 1,713,155 1,723,047

188,016 188,909 190,103 193,426 164,265

2010 2011 2012 2013 2014

6,659,124 6,861,634 7,038,964 7,138,688 7,116,381

6,491,834 6,699,873 6,890,170 6,991,944 7,003,784

1,769,189 1,776,607 1,655,159 1,666,650 1,115,884

167,290 161,761 148,794 146,744 112,597

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. a. Total equals the sum of "Federal SSI" and "State supplementation only." CONTACT: (410) 965-0090 or [email protected].


7.A SSI: Summary Table 7.A4—Total federally administered payments, by eligibility category, selected years 1974–2014 (in thousands of dollars) Federal SSI

Federally administered state supplementation

5,096,813 5,716,072 7,714,640 10,749,938 16,132,959

3,833,161 4,313,538 5,866,354 8,777,341 12,893,805

1,263,652 1,402,534 1,848,286 1,972,597 3,239,154

1995 1996 1997 1998 1999

27,037,280 28,252,474 28,370,568 29,408,208 30,106,132

23,919,430 25,264,878 25,457,387 26,404,793 26,805,156

3,117,850 2,987,596 2,913,181 3,003,415 3,300,976

2000 2001 2002 2003 2004

30,671,699 32,165,856 33,718,999 34,693,278 36,065,358

27,290,248 28,705,503 29,898,765 30,688,029 31,886,509

3,381,451 3,460,353 3,820,234 4,005,249 4,178,849

2005 2006 2007 2008 2009

37,235,843 38,888,961 41,204,645 43,040,481 46,592,308

33,058,056 34,736,088 36,884,066 38,655,780 42,628,709

4,177,787 4,152,873 4,320,579 4,384,701 3,963,606

2010 2011 2012 2013 2014

48,194,514 49,520,299 52,074,525 53,899,898 54,693,013

44,605,122 45,999,647 48,769,579 50,624,771 51,574,587

3,589,392 3,520,652 3,304,947 3,275,127 3,118,426

Year

Total

1974 1975 1980 1985 1990

All recipients

Aged 1974 1975 1980 1985 1990

2,414,034 2,516,515 2,617,023 2,896,671 3,559,388

1,782,742 1,842,980 1,860,194 2,202,557 2,521,382

631,292 673,535 756,829 694,114 1,038,006

1995 1996 1997 1998 1999

4,239,222 4,282,498 4,303,529 4,166,231 4,445,687

3,374,772 3,449,407 3,479,948 3,327,856 3,524,355

864,450 833,091 823,581 838,375 921,332

2000 2001 2002 2003 2004

4,540,046 4,664,076 4,802,792 4,856,875 4,907,225

3,597,516 3,708,527 3,751,491 3,758,070 3,773,901

942,530 955,549 1,051,301 1,098,805 1,133,324

2005 2006 2007 2008 2009

4,964,627 5,115,911 5,301,277 5,378,921 5,569,078

3,836,625 3,953,106 4,113,424 4,180,786 4,499,045

1,128,002 1,162,804 1,187,853 1,198,135 1,070,033

2010 2011 2012 2013 2014

5,453,906 5,430,932 5,485,775 5,592,479 5,688,075

4,529,485 4,535,873 4,658,671 4,771,120 4,891,328

924,422 895,059 827,103 821,360 796,747 (Continued)


7.A SSI: Summary Table 7.A4—Total federally administered payments, by eligibility category, selected years 1974–2014 (in thousands of dollars)—Continued Federal SSI


125,791 127,240 185,827 259,840 328,949

91,308 92,427 131,506 195,183 238,415

34,483 34,813 54,321 64,657 90,534

1995 1996 1997 1998 1999

367,441 364,791 367,845 358,187 382,323

298,238 298,897 302,656 291,050 309,295

69,203 65,894 65,189 67,137 73,028

2000 2001 2002 2003 2004

385,926 398,624 416,454 409,293 412,810

312,238 323,895 335,405 325,878 327,446

73,688 74,729 81,049 83,415 85,364

2005 2006 2007 2008 2009

414,147 409,287 418,835 416,017 426,533

330,591 326,230 336,789 335,179 354,817

83,556 83,057 82,046 80,838 71,716

2010 2011 2012 2013 2014

423,215 421,994 426,507 432,397 439,849

359,096 360,789 373,912 381,863 390,144

64,119 61,205 52,595 50,534 49,705

Year

Total

1974 1975 1980 1985 1990

Blind

Disabled 1974 1975 1980 1985 1990

2,556,988 3,072,317 4,911,792 7,593,427 12,244,622

1,959,112 2,378,131 3,874,655 6,379,601 10,134,007

597,876 694,186 1,037,137 1,213,826 2,110,615

1995 1996 1997 1998 1999

22,430,612 23,605,189 23,709,831 24,883,782 25,278,121

20,246,415 21,516,579 21,685,421 22,785,879 22,971,506

2,184,197 2,088,610 2,024,410 2,097,903 2,306,615

2000 2001 2002 2003 2004

25,745,710 27,125,707 28,531,939 29,453,803 30,745,406

23,380,477 24,695,630 25,844,055 26,630,775 27,785,246

2,365,233 2,430,077 2,687,884 2,823,028 2,960,160

2005 2006 2007 2008 2009

31,857,069 33,363,762 35,484,533 37,245,543 40,596,703

28,890,840 30,456,751 32,433,853 34,139,814 37,774,847

2,966,229 2,907,011 3,050,680 3,105,728 2,821,857

2010 2011 2012 2013 2014

42,317,393 43,667,372 46,162,243 47,875,022 48,565,089

39,716,541 41,102,985 43,736,995 45,471,788 46,293,115

2,600,852 2,564,388 2,425,248 2,403,234 2,271,974

SOURCE: Social Security Administration, Office of Financial Policy and Operations. NOTE: Totals for "Aged," "Blind," and "Disabled" are derived. The derivation creates slight discrepancies between the sum of the group totals and the "All recipients" total. CONTACT: (410) 965-0090 or [email protected].


7.A SSI: Summary Table 7.A5—Average monthly federally administered payment, by eligibility category, December 1975–2014, selected years (in dollars) Federal SSI


106.33 161.92 218.09 276.45 335.45

90.59 138.14 193.77 241.52 312.83

61.72 95.17 99.39 127.83 98.66

2000 2001 2002 2003 2004

378.82 393.96 407.42 417.16 428.29

351.48 366.31 376.76 383.59 395.36

112.50 113.65 127.53 138.38 138.07

2005 2006 2007 2008 2009

439.09 454.75 468.36 477.79 498.75

406.50 423.05 437.05 447.00 476.33

156.30 156.24 156.56 156.23 124.96

2010 2011 2012 2013 2014

500.69 501.64 519.43 529.15 532.08

478.73 481.31 500.29 510.21 516.62

124.29 118.57 121.79 121.48 141.55

1975 1980 1985 1990 1995

86.72 126.66 164.01 208.26 250.27

73.77 105.69 141.41 170.74 220.15

57.38 95.60 103.58 136.31 109.62

2000 2001 2002 2003 2004

299.69 314.22 330.04 342.28 350.53

258.12 271.13 280.86 287.10 295.13

128.46 130.89 146.17 160.02 160.44

2005 2006 2007 2008 2009

360.25 373.05 384.15 393.46 399.14

303.29 316.48 327.06 336.03 357.86

170.39 170.64 171.69 172.29 134.96

2010 2011 2012 2013 2014

399.75 397.62 409.31 417.44 419.80

358.32 358.51 371.17 379.37 386.32

134.95 128.03 130.66 130.61 147.53

Year

Total

1975 1980 1985 1990 1995

All recipients

Aged

(Continued)


7.A SSI: Summary Table 7.A5—Average monthly federally administered payment, by eligibility category, December 1975–2014, selected years (in dollars)—Continued Federal SSI


137.58 192.51 260.25 319.03 355.24

112.69 163.36 224.31 267.34 317.06

78.57 111.41 122.15 167.29 138.31

2000 2001 2002 2003 2004

413.22 428.04 444.54 454.85 463.44

360.51 374.72 384.79 389.20 398.15

171.01 173.98 194.31 210.51 210.69

2005 2006 2007 2008 2009

474.62 488.42 500.22 507.66 520.30

407.87 423.15 435.15 442.42 470.63

229.41 228.97 229.27 229.60 189.20

2010 2011 2012 2013 2014

521.62 520.29 532.41 542.13 548.08

472.95 475.87 494.06 504.26 511.82

188.84 175.87 175.72 175.44 189.43

1975 1980 1985 1990 1995

128.49 188.70 246.50 302.78 358.18

108.55 160.78 219.61 266.84 336.39

65.68 94.38 96.63 123.36 94.26

2000 2001 2002 2003 2004

397.92 412.46 424.75 433.16 444.40

373.41 387.80 397.71 403.76 415.59

105.86 106.72 119.94 129.89 129.51

2005 2006 2007 2008 2009

455.13 471.00 484.67 493.70 516.93

426.95 443.61 457.67 467.24 497.26

149.80 149.71 149.87 149.33 120.48

2010 2011 2012 2013 2014

518.44 519.38 537.41 547.15 550.11

499.20 501.58 520.73 530.65 537.04

119.71 114.55 118.12 117.75 138.43

Year

Total

1975 1980 1985 1990 1995

Blind

Disabled

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: Excludes retroactive payments. CONTACT: (410) 965-0090 or [email protected].


7.A SSI: Summary Table 7.A8—Number of federally administered awards, by eligibility category and age, 1974–2014 Category Year All awards

Age

Total

Aged

Blind

Disabled

Under 18

18–64

65 or older

a

34,736,931

8,446,935

339,449

25,950,547

5,009,835

21,113,661

8,613,435

State conversions b

3,155,995

1,765,946

76,560

1,313,489

2,748

1,299,343

1,853,904

Federal applications 1974 1975 1976 1977 1978 1979

1,336,164 929,369 667,994 642,712 563,117 517,446

771,459 350,918 217,852 211,716 192,927 176,739

8,072 8,656 7,197 7,919 7,696 7,784

556,633 569,795 442,945 423,077 362,494 332,923

66,699 63,060 46,114 50,883 46,520 44,911

493,511 509,271 400,314 377,454 321,413 293,910

775,954 357,038 221,566 214,375 195,184 178,625

1980 1981 1982 1983 1984

523,758 409,992 343,928 453,789 585,832

184,399 121,655 104,207 151,406 215,898

8,819 8,017 6,733 7,985 8,390

330,540 280,320 232,988 294,398 361,544

45,781 39,106 35,410 42,154 45,766

292,080 248,105 203,335 259,042 322,858

185,897 122,781 105,183 152,593 217,208

1985 1986 1987 1988 1989

526,418 603,989 589,053 578,748 630,486

153,962 161,781 166,775 167,051 187,594

8,176 7,850 7,468 7,027 7,026

364,280 434,358 414,810 404,670 435,866

46,362 50,632 48,292 47,798 50,985

324,933 390,499 372,914 362,903 390,703

155,123 162,858 167,847 168,047 188,798

1990 1991 1992 1993 1994

718,917 821,396 1,054,441 1,052,415 943,889

191,809 188,014 190,190 185,546 158,603

7,458 7,592 7,925 7,106 6,379

519,650 625,790 856,326 859,763 778,907

77,923 125,874 221,362 236,564 203,688

447,849 506,177 641,750 629,246 580,253

193,145 189,345 191,329 186,605 159,948

1995 1996 1997 1998 1999

888,633 797,137 676,444 743,121 758,076

143,099 125,660 94,764 111,325 120,403

5,480 5,293 5,078 6,330 5,906

740,054 666,184 576,602 625,466 631,767

175,784 144,404 117,090 136,383 140,520

568,072 525,350 463,444 490,638 494,609

144,777 127,383 95,910 116,100 122,947

2000 2001 2002 2003 2004

750,163 772,775 820,992 827,029 852,052

117,567 108,877 113,286 106,484 105,605

5,879 5,946 5,753 5,317 5,213

626,717 657,952 701,953 715,228 741,234

144,136 156,844 170,048 179,566 183,152

485,798 504,366 535,507 539,127 561,487

120,229 111,565 115,437 108,336 107,413

2005 2006 2007 2008 2009

852,222 838,448 836,642 919,146 999,540

111,940 110,264 102,581 106,513 106,917

4,881 4,151 3,492 3,987 4,815

735,401 724,033 730,569 808,646 887,808

177,688 170,453 169,375 181,228 196,745

560,960 556,140 563,094 629,697 694,242

113,574 111,855 104,173 108,221 108,553

2010 2011 2012 2013 2014

1,042,124 1,031,023 963,630 912,243 805,643

104,902 109,153 110,505 112,203 108,440

4,855 4,911 4,398 4,722 5,207

932,367 916,959 848,727 795,318 691,996

204,219 201,066 190,192 175,000 157,310

731,265 719,080 661,265 623,389 538,268

106,640 110,877 112,173 113,854 110,065

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: Represents period in which first payment was made, not date of entitlement to payments. a. Includes blind persons and disabled persons aged 65 or older. b. Persons who were converted in 1973 from the state Old-Age Assistance, Aid to the Blind, and Aid to the Permanently and Totally Disabled programs to the SSI program. CONTACT: (410) 965-0090 or [email protected].


7.A SSI: Summary Table 7.A9—Number of recipients of federally administered payments, by eligibility category and age, December 1974–2014 Category

Age

Total

Aged

Blind

Disabled

Under 18

18–64

1974 1975 1976 1977 1978 1979

3,996,064 4,314,275 4,235,939 4,237,692 4,216,925 4,149,575

2,285,909 2,307,105 2,147,697 2,050,921 1,967,900 1,871,716

74,616 74,489 76,366 77,362 76,895 77,250

1,635,539 1,932,681 2,011,876 2,109,409 2,171,890 2,200,609

70,900 107,026 125,412 147,355 165,899 177,306

1,503,155 1,699,394 1,713,594 1,736,879 1,747,126 1,726,553

2,422,009 2,507,855 2,396,933 2,353,458 2,303,900 2,245,716

1980 1981 1982 1983 1984

4,142,017 4,018,875 3,857,590 3,901,497 4,029,333

1,807,776 1,678,090 1,548,741 1,515,400 1,530,287

78,401 78,570 77,356 78,960 80,524

2,255,840 2,262,215 2,231,493 2,307,137 2,418,522

190,394 194,890 191,570 198,323 211,587

1,730,847 1,702,895 1,655,279 1,699,774 1,780,459

2,220,776 2,121,090 2,010,741 2,003,400 2,037,287

1985 1986 1987 1988 1989

4,138,021 4,269,184 4,384,999 4,463,869 4,593,059

1,504,469 1,473,428 1,455,387 1,433,420 1,439,043

82,220 83,115 83,421 82,864 82,765

2,551,332 2,712,641 2,846,191 2,947,585 3,071,251

227,384 241,198 250,902 255,135 264,890

1,879,168 2,010,458 2,118,710 2,202,714 2,301,926

2,031,469 2,017,528 2,015,387 2,006,020 2,026,243

1990 1991 1992 1993 1994

4,817,127 5,118,470 5,566,189 5,984,330 6,295,786

1,454,041 1,464,684 1,471,022 1,474,852 1,465,905

83,686 84,549 85,400 85,456 84,911

3,279,400 3,569,237 4,009,767 4,424,022 4,744,970

308,589 397,162 556,470 722,678 841,474

2,449,897 2,641,524 2,910,016 3,148,413 3,335,255

2,058,641 2,079,784 2,099,703 2,113,239 2,119,057

1995 1996 1997 1998 1999

6,514,134 6,613,718 6,494,985 6,566,069 6,556,634

1,446,122 1,412,632 1,362,350 1,331,782 1,308,062

83,545 82,137 80,778 80,243 79,291

4,984,467 5,118,949 5,051,857 5,154,044 5,169,281

917,048 955,174 879,828 887,066 847,063

3,482,256 3,568,393 3,561,625 3,646,020 3,690,970

2,114,830 2,090,151 2,053,532 2,032,983 2,018,601

2000 2001 2002 2003 2004

6,601,686 6,688,489 6,787,857 6,902,364 6,987,845

1,289,339 1,264,463 1,251,528 1,232,778 1,211,167

78,511 78,255 77,658 77,082 75,924

5,233,836 5,345,771 5,458,671 5,592,504 5,700,754

846,784 881,836 914,821 959,379 993,127

3,744,022 3,811,494 3,877,752 3,953,248 4,017,108

2,010,880 1,995,159 1,995,284 1,989,737 1,977,610

2005 2006 2007 2008 2009

7,113,879 7,235,583 7,359,525 7,520,501 7,676,686

1,214,296 1,211,656 1,204,512 1,203,256 1,185,959

75,039 73,418 71,727 70,325 69,302

5,824,544 5,950,509 6,083,286 6,246,920 6,421,425

1,036,498 1,078,977 1,121,017 1,153,844 1,199,788

4,082,870 4,152,130 4,221,920 4,333,096 4,451,288

1,994,511 2,004,476 2,016,588 2,033,561 2,025,610

2010 2011 2012 2013 2014

7,912,266 8,112,773 8,262,877 8,363,477 8,335,704

1,183,853 1,182,106 1,156,188 1,157,118 1,151,940

69,289 69,033 67,725 67,671 67,383

6,659,124 6,861,634 7,038,964 7,138,688 7,116,381

1,239,269 1,277,122 1,311,861 1,321,681 1,299,761

4,631,507 4,777,010 4,869,484 4,934,272 4,913,072

2,041,490 2,058,641 2,081,532 2,107,524 2,122,871

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. a. Includes blind persons and disabled persons aged 65 or older. CONTACT: (410) 965-0090 or [email protected].


65 or older

a

Year

7.B SSI: State Data Table 7.B1—Number of recipients of federally administered payments, December 2014, and total payments for calendar year 2014, by state or other area and eligibility category Number

Total payments (thousands of dollars)

a

Total

Aged

Blind

Disabled

Total

Aged

Blind

Disabled

8,335,704

1,151,940

67,383

7,116,381

54,693,013

5,688,075

439,849

48,565,089

174,544 12,424 119,308 111,464 1,305,589

9,571 1,783 15,754 5,565 360,683

824 74 1,024 665 18,803

164,149 10,567 102,530 105,234 926,103

1,086,605 76,161 764,207 702,529 9,571,779

28,021 7,252 68,856 14,719 2,162,722

4,644 423 6,354 3,761 146,524

1,053,941 68,487 688,997 684,049 7,262,533


72,831 63,244 16,655 26,852 560,809

9,078 6,678 1,230 1,986 127,928

513 429 97 127 2,969

63,240 56,137 15,328 24,739 429,912

461,446 405,021 106,599 187,078 3,491,138

42,324 30,980 5,081 8,603 622,919

3,114 2,654 620 771 17,303

416,008 371,386 100,898 177,704 2,850,917


256,197 25,215 30,451 275,772 127,944

24,346 5,810 1,801 30,315 5,443

1,931 171 210 2,394 892

229,920 19,234 28,440 243,063 121,609

1,624,889 169,776 190,142 1,810,717 832,953

87,189 29,543 6,296 147,365 20,479

11,699 1,199 1,237 14,959 5,275

1,526,001 139,034 182,610 1,648,393 807,198


51,223 48,870 188,535 181,261 37,627

3,153 2,947 9,616 12,375 1,795

684 332 1,159 1,319 231

47,386 45,591 177,760 167,567 35,601

309,941 306,884 1,174,277 1,139,535 226,840

10,793 11,467 29,877 38,605 5,592

3,770 2,031 6,878 7,694 1,340

295,378 293,387 1,137,521 1,093,235 219,908


118,153 188,606 277,362 94,215 125,603

15,006 22,220 18,155 10,602 8,791

654 2,352 1,584 730 891

102,493 164,034 257,623 82,883 115,921

791,824 1,183,449 1,854,332 613,877 766,233

72,871 108,003 85,734 55,614 23,202

4,083 13,624 10,002 4,488 4,940

714,871 1,061,822 1,758,596 553,775 738,091


142,743 18,249 27,683 50,714 19,656

7,239 1,293 2,172 12,147 894

858 126 229 695 137

134,646 16,830 25,282 37,872 18,625

898,171 111,583 169,189 326,529 120,766

26,950 4,248 8,329 56,456 3,932

5,030 788 1,383 4,926 780

866,190 106,547 159,478 265,147 116,054


181,864 64,072 654,316 235,256 8,237

35,736 8,508 118,518 18,575 703

758 447 2,837 1,782 57

145,370 55,117 532,961 214,899 7,477

1,152,436 391,908 4,665,280 1,460,544 47,185

171,648 29,913 659,598 58,759 2,772

4,340 2,678 19,371 10,449 307

976,448 359,317 3,986,310 1,391,336 44,106


313,170 96,969 85,051 373,914 33,345

15,215 6,126 9,093 24,295 3,235

1,883 642 634 1,953 170

296,072 90,201 75,324 347,666 29,940

2,074,407 616,540 548,698 2,509,340 210,356

64,755 20,024 39,748 109,523 13,596

11,138 3,821 3,823 11,814 1,002

1,998,514 592,695 505,127 2,388,003 195,757


118,245 14,880 183,778 665,989 31,163

8,292 1,434 11,846 104,973 2,746

1,207 116 1,411 6,730 210

108,746 13,330 170,521 554,286 28,207

733,120 88,429 1,160,164 4,000,209 194,634

25,357 5,487 37,988 399,619 12,544

7,000 711 8,630 40,165 1,287

700,763 82,231 1,113,545 3,560,425 180,803


15,825 155,434 151,180 77,725 117,641 6,807

1,002 18,216 17,116 2,560 6,901 329

64 1,099 887 472 875 38

14,759 136,119 133,177 74,693 109,865 6,440

98,095 968,259 1,008,840 494,190 747,204 41,084

3,719 81,067 92,159 7,792 26,292 933

380 6,663 5,600 2,783 5,350 211

93,997 880,529 911,081 483,616 715,561 39,940

1,044

145

7

892

7,621

760

35

6,826


b


Outlying area Northern Mariana Islands

SOURCE: Social Security Administration, Office of Financial Policy and Operations; and Social Security Administration, Supplemental Security Record, 100 percent data. a. Totals do not necessarily equal the sum of rounded components. b. Includes data not distributed by state. CONTACT: (410) 965-0090 or [email protected].


7.B SSI: State Data Table 7.B3—Number of recipients of federally administered payments and average monthly payment, by state or other area, December 2014 Federal SSI

State supplementation

Number

Average monthly payment (dollars)

8,161,835

516.62

174,539 12,424 119,308 111,464 1,146,313

504.26 494.94 525.11 511.65 510.39

... ... ... ... 1,304,632

... ... ... ... 155.96


72,831 63,244 16,587 26,740 560,809

511.17 521.61 522.47 560.99 516.73

... ... 563 1,232 ...

... ... 129.05 331.69 ...


256,197 24,041 30,451 275,772 127,944

511.93 516.46 508.35 538.39 526.63

... 2,791 ... ... ...

... 494.55 ... ... ...


50,780 48,870 188,535 181,261 37,627

492.35 510.21 513.55 518.27 486.56

1,933 ... ... ... ...

244.79 ... ... ... ...


118,153 188,606 275,304 94,215 125,603

539.54 516.83 541.53 528.03 497.61

... ... 12,760 ... ...

... ... 120.09 ... ...


142,743 18,186 27,683 50,077 19,656

507.81 489.15 493.05 525.21 493.68

... 940 ... 12,851 ...

... 83.17 ... 45.42 ...


175,974 64,072 654,070 235,256 8,237

498.81 492.95 525.97 499.47 464.15

181,364 ... ... ... ...

37.64 ... ... ... ...


313,170 96,969 85,051 371,199 33,175

537.62 510.82 520.97 543.42 518.82

... ... ... 7,149 401

... ... ... 361.01 267.41


118,245 14,880 183,778 665,989 31,163

501.46 481.83 506.89 497.92 509.83

... ... ... ... ...

... ... ... ... ...


14,813 155,434 151,180 77,725 117,641 6,807

485.78 508.13 541.42 518.49 520.98 485.90

15,787 ... ... ... ... ...

53.61 ... ... ... ... ...

1,044

591.10

...

...

State or area All areas Alabama Alaska Arizona Arkansas California


SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: . . . = not applicable. a. Includes recipients and payments not assigned to a specific state or other area. CONTACT: (410) 965-0090 or [email protected].


Number a

1,549,447

Average monthly payment (dollars) a

141.55

7.B SSI: State Data Table 7.B7—Total federally administered payments, by state or other area, 2014 (in thousands of dollars) Total

Federal SSI


54,693,013

51,574,587

3,118,426


1,086,605 76,161 764,207 702,529 9,571,779

1,086,605 76,161 764,207 702,529 7,105,861

... ... ... ... 2,465,918


461,446 405,021 106,599 187,078 3,491,138

461,446 405,021 105,712 182,358 3,491,138

... ... 887 4,720 ...


1,624,889 169,776 190,142 1,810,717 832,953

1,624,889 153,114 190,142 1,810,717 832,953

... 16,662 ... ... ...


309,941 306,884 1,174,277 1,139,535 226,840

304,077 306,884 1,174,277 1,139,535 226,840

5,864 ... ... ... ...


791,824 1,183,449 1,854,332 613,877 766,233

791,824 1,183,449 1,835,979 613,877 766,233

... ... 18,353 ... ...

898,171 111,583 169,189 326,529 120,766

898,171 110,619 169,189 319,412 120,766

... 964 ... 7,117 ...


1,152,436 391,908 4,665,280 1,460,544 47,185

1,069,020 391,908 4,193,436 1,460,544 47,185

83,416 ... 471,844 ... ...


2,074,407 616,540 548,698 2,509,340 210,356

2,074,407 616,540 548,698 2,478,085 209,279

... ... ... 31,255 1,077


733,120 88,429 1,160,164 4,000,209 194,634

733,120 88,429 1,160,164 4,000,209 194,623

... ... ... ... 11


98,095 968,259 1,008,840 494,190 747,204 41,084

87,754 968,259 1,008,840 494,190 747,204 41,084

10,340 ... ... ... ... ...

7,621

7,621

...




SOURCE: Social Security Administration, Office of Financial Policy and Operations; and Social Security Administration, Supplemental Security Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


7.B SSI: State Data Table 7.B8—Number of blind and disabled recipients of federally administered payments under age 18, by state or other area, December 2014 Total

Blind

Disabled

1,299,761

5,866

1,293,895


27,614 1,263 20,958 28,869 119,001

41 (X) 135 66 962

27,573 (X) 20,823 28,803 118,039


9,971 8,935 3,596 4,106 107,287

56 28 4 3 223

9,915 8,907 3,592 4,103 107,064


46,302 1,656 5,573 41,100 24,584

229 19 15 202 101

46,073 1,637 5,558 40,898 24,483


8,302 9,513 28,031 36,164 4,273

83 35 106 99 22

8,219 9,478 27,925 36,065 4,251


18,732 23,979 41,901 13,715 23,363

48 273 146 63 55

18,684 23,706 41,755 13,652 23,308


23,580 2,433 4,104 9,768 2,523

82 17 20 87 16

23,498 2,416 4,084 9,681 2,507


25,909 9,267 88,530 43,399 1,027

32 36 208 162 (X)

25,877 9,231 88,322 43,237 (X)


50,436 17,303 10,740 72,084 4,664

167 70 63 166 9

50,269 17,233 10,677 71,918 4,655

20,428 2,603 24,912 146,097 5,364

135 15 124 1,134 21

20,293 2,588 24,788 144,963 5,343

1,628 23,891 18,292 8,081 22,606 997

6 81 93 39 60 3

1,622 23,810 18,199 8,042 22,546 994

307

0

307


South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Outlying area Northern Mariana Islands

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: (X) = suppressed to avoid disclosing information about particular individuals. CONTACT: (410) 965-0090 or [email protected].


7.B SSI: State Data Table 7.B9—Number of federally administered awards, by state or other area, eligibility category, and age, 2014 Category

Age

Aged

Blind

Disabled

Under 18

18–64

805,643

108,440

5,207

691,996

157,310

538,268

110,065

16,209 1,279 11,797 11,591 100,884

767 211 1,740 471 30,460

108 6 121 61 860

15,334 1,062 9,936 11,059 69,564

2,886 195 2,351 3,469 14,608

12,533 866 7,679 7,640 55,467

790 218 1,767 482 30,809


8,726 6,654 1,746 2,768 65,019

949 724 146 252 14,444

40 33 11 8 362

7,737 5,897 1,589 2,508 50,213

1,550 1,203 390 613 13,702

6,208 4,715 1,210 1,894 36,752

968 736 146 261 14,565


28,786 2,499 3,468 23,770 15,978

2,485 622 196 3,072 625

201 11 17 183 109

26,100 1,866 3,255 20,515 15,244

5,188 188 766 4,667 3,220

21,046 1,683 2,502 15,995 12,117

2,552 628 200 3,108 641


5,857 5,355 14,655 17,761 3,415

352 293 1,060 1,132 187

43 33 71 99 25

5,462 5,029 13,524 16,530 3,203

1,265 1,252 3,247 3,759 589

4,232 3,804 10,326 12,828 2,635

360 299 1,082 1,174 191


13,268 18,149 26,937 9,947 12,605

1,418 2,052 2,166 1,065 637

69 125 118 66 98

11,781 15,972 24,653 8,816 11,870

2,523 3,363 4,642 1,992 2,811

9,295 12,707 20,089 6,874 9,146

1,450 2,079 2,206 1,081 648


16,349 1,752 3,329 6,100 2,747

730 152 289 1,083 98

82 10 21 44 12

15,537 1,590 3,019 4,973 2,637

2,918 260 555 1,217 375

12,683 1,338 2,479 3,792 2,274

748 154 295 1,091 98


19,403 5,831 52,291 25,202 845

3,742 756 10,775 1,784 79

77 31 257 198 4

15,584 5,044 41,259 23,220 762

3,518 1,006 11,477 4,792 191

12,116 4,057 29,868 18,595 573

3,769 768 10,946 1,815 81


32,328 10,255 9,351 29,398 2,952

1,694 665 912 2,504 337

186 66 31 152 10

30,448 9,524 8,408 26,742 2,605

5,782 2,027 1,585 6,246 566

24,807 7,553 6,827 20,600 2,045

1,739 675 939 2,552 341


13,250 1,698 19,453 64,992 3,807

752 145 1,133 8,700 294

125 9 124 604 23

12,373 1,544 18,196 55,688 3,490

2,609 423 3,086 16,941 819

9,862 1,128 15,200 39,231 2,685

779 147 1,167 8,820 303


1,605 18,813 15,686 5,667 12,407 902

121 1,673 1,466 257 707 43

4 109 60 32 53 4

1,480 17,031 14,160 5,378 11,647 855

232 3,396 2,827 1,001 2,853 131

1,248 13,701 11,365 4,394 8,830 728

125 1,716 1,494 272 724 43

107

23

1

83

38

46

23

All areas Alabama Alaska Arizona Arkansas California


65 or older

a

Total

State or area



7.C SSI: Benefit Distributions Table 7.C1—Number and percentage distribution of adult individuals and persons under age 18 receiving federal SSI payments, by monthly payment and eligibility category, December 2014 Monthly payment (dollars)

Adults All recipients

Aged

Blind

Disabled

Blind and disabled, under age 18

7,642,978 100.0

845,502 100.0

55,516 100.0

5,443,185 100.0

1,298,775 100.0

Less than 50 50–99 100–149 150–199 200–249

5.7 4.0 4.1 3.6 3.2

9.0 7.7 7.8 7.2 5.6

6.6 4.4 4.4 3.8 3.4

6.2 4.2 4.2 3.7 3.3

1.4 0.7 0.9 1.1 1.2

250–299 300–349 350–399 400–449 450–499

2.9 2.9 2.5 2.3 7.3

4.5 4.1 3.7 3.3 11.7

3.0 3.6 2.5 2.4 8.5

3.0 3.0 2.4 2.2 6.8

1.3 1.6 1.8 2.2 6.6

500–549 550–599 600–649 650–699 700–720 721 a

2.0 1.7 1.8 1.8 0.8 53.6

2.3 1.6 1.1 0.8 0.3 29.4

1.9 1.6 1.2 1.2 0.5 51.0

1.6 1.2 1.2 1.1 0.5 55.5

3.3 3.9 5.2 5.1 2.1 61.5


SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: Totals do not necessarily equal the sum of rounded components. a. Individuals living in their own household with no countable income were eligible for a federal SSI payment of $721 in calendar year 2014. CONTACT: (410) 965-0090 or [email protected].


7.C SSI: Benefit Distributions Table 7.C2—Number and percentage distribution of couples receiving federal SSI payments, by monthly payment and eligibility category, December 2014 All recipients

Aged

Blind

Disabled

259,621 100.0

122,324 100.0

1,978 100.0

135,319 100.0

Less than 50 50–99 100–149 150–199 200–249

2.8 3.4 3.6 3.7 3.7

3.0 3.7 3.8 3.9 3.8

1.9 2.7 2.8 3.0 3.9

2.6 3.2 3.5 3.6 3.7

250–299 300–349 350–399 400–449 450–499

3.6 3.5 3.5 3.2 3.0

3.6 3.3 3.0 2.9 2.8

2.7 3.2 3.2 3.7 3.4

3.7 3.7 4.0 3.4 3.1

500–549 550–599 600–649 650–699 700–749

2.7 2.4 2.3 2.3 6.6

2.7 2.5 2.3 2.2 10.2

2.2 2.8 2.0 2.5 4.2

2.8 2.4 2.3 2.3 3.3

750–799 800–849 850–899 900–949 950–999

1.8 1.6 1.2 1.0 0.7

1.7 1.5 1.1 1.0 0.8

1.7 1.5 1.1 1.2 1.0

1.9 1.8 1.3 0.9 0.6

0.7 0.4 42.2

0.9 0.5 38.9

0.8 0.5 48.0

0.5 0.3 45.0

Monthly payment (dollars) Total Number Percent

1,000–1,049 1,050–1,081 1,082 a

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: Totals do not necessarily equal the sum of rounded components. a. Couples living in their own household with no countable income were eligible for a federal SSI payment of $1,082 in calendar year 2014. CONTACT: (410) 965-0090 or [email protected].


7.D SSI: Other Income Sources Table 7.D1—Persons receiving federally administered payments and other income and their average monthly income, by type of income, eligibility category, and age, December 2014 Category Number

Age 65 or older

a

Total

Aged

Blind

Disabled

Under 18

18–64

8,335,704

1,151,940

67,383

7,116,381

1,299,761

4,913,072

2,122,871

96,919 267,590 2,488

1,479,464 337,959 232,978

1,180,875 233,362 27,014

7.5 20.6 0.2

30.1 6.9 4.7

55.6 11.0 1.3

226.73 219.46 414.54

536.48 176.74 340.79

502.01 159.18 327.99

Type of income

Number With unearned income Social Security benefits Other With earned income

2,757,258 838,911 262,480

643,937 171,450 17,060

23,913 5,713 3,004

2,089,408 661,748 242,416 Percentage

With unearned income Social Security benefits Other With earned income

33.1 10.1 3.1

55.9 14.9 1.5

35.5 8.5 4.5

29.4 9.3 3.4

Average income (dollars) With unearned income Social Security benefits Other With earned income

510.77 185.47 340.13

492.98 165.23 432.30

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTE: See section History of Provisions: SSI for discussion of income. a. Includes blind persons and disabled persons aged 65 or older. CONTACT: (410) 965-0090 or [email protected].


532.20 173.63 457.79

516.04 190.88 332.15

7.D SSI: Other Income Sources Table 7.D2—Percentage of persons receiving both federally administered payments and Social Security benefits, and average monthly amount of benefits, by state or other area, eligibility category, and age, December 2014 Percentage with Social Security benefits Category

Average monthly Social Security benefit (dollars) Category

Age

Age

65 or State or area All areas

Total

Aged

Blind Disabled Under 18

65 or

18–64

older a

Total

Aged

Blind Disabled Under 18

18–64

older a

33.1

55.9

35.5

29.4

7.5

30.1

55.6

510.77

492.98

532.20

516.04

226.73

536.48

502.01


36.1 34.7 32.2 34.2 38.4

82.6 65.7 60.8 86.2 53.5

39.0 48.6 30.4 40.0 38.4

33.3 29.4 27.8 31.4 32.5

9.8 7.2 6.3 9.2 4.6

33.2 28.1 28.5 35.0 32.7

73.5 63.2 59.9 78.7 51.7

518.36 512.27 486.63 511.61 557.39

538.15 525.77 460.38 549.73 503.22

528.05 524.75 519.37 513.01 603.60

515.44 507.00 495.11 506.04 591.11

236.28 228.81 235.88 213.70 262.57

533.39 519.80 519.64 533.28 617.30

526.45 516.64 468.23 534.76 521.60


32.7 31.3 29.8 24.5 32.1

51.4 51.4 57.5 63.2 47.7

32.9 30.5 27.8 32.3 36.6

30.1 29.0 27.6 21.4 27.4

6.1 7.1 7.0 5.5 7.1

30.6 29.4 30.0 20.3 29.6

55.5 51.5 60.2 57.6 50.2

512.91 490.67 506.89 502.96 484.94

504.84 471.54 493.60 505.42 467.35

507.79 473.92 524.65 501.44 491.70

514.94 494.86 509.01 502.38 494.01

230.89 226.80 242.53 261.26 227.73

529.65 511.56 531.32 517.54 522.84

505.53 480.69 500.48 503.18 473.63


32.8 35.0 33.7 27.5 30.6

67.9 57.1 73.4 47.0 67.4

34.2 32.7 35.7 30.0 35.9

29.0 28.3 31.2 25.1 28.9

6.7 6.8 8.6 6.7 8.2

29.2 25.6 33.2 25.8 31.3

67.0 56.1 70.9 45.8 65.5

519.60 546.99 507.02 487.15 508.42

522.14 525.26 527.61 457.20 516.15

512.42 584.84 515.92 484.86 499.10

519.03 559.96 503.85 494.23 507.69

240.52 245.09 213.02 225.73 232.20

538.52 577.62 521.92 507.38 525.27

519.60 530.61 519.52 481.30 517.60


36.3 33.8 34.0 32.6 40.8

70.4 64.2 76.8 80.0 79.7

37.3 35.8 35.2 37.5 42.4

34.0 31.9 31.7 29.0 38.9

7.4 8.8 9.9 8.0 14.4

36.7 34.8 30.6 29.4 38.3

68.0 63.8 68.8 71.4 74.8

522.65 512.64 506.19 498.47 512.29

541.77 514.73 536.26 522.01 539.75

535.06 509.68 501.42 497.25 475.05

519.80 512.40 502.27 493.70 509.70

219.77 231.21 231.41 230.89 208.01

532.82 531.74 522.12 514.68 524.37

534.08 517.51 511.99 508.79 527.14


27.3 30.5 30.8 30.0 36.4

43.6 41.2 49.0 39.1 88.3

33.9 32.0 33.3 28.6 43.8

24.8 29.0 29.5 28.8 32.4

6.9 11.1 9.5 8.7 8.3

25.2 28.9 30.5 31.5 32.7

47.6 44.1 52.7 39.6 77.0

501.79 492.55 509.47 505.32 516.75

481.10 481.90 511.35 512.49 546.49

528.55 492.00 499.54 518.88 507.93

506.92 494.62 509.32 503.94 510.69

240.64 207.23 211.16 203.42 253.04

524.27 517.11 526.37 523.41 529.47

495.84 489.33 518.29 508.33 526.70


34.2 37.5 36.2 30.7 34.3

67.5 61.0 62.3 59.1 52.5

39.7 34.1 34.5 35.3 39.4

32.3 35.7 34.0 21.5 33.4

9.3 6.6 6.6 5.6 18.2

33.9 37.0 36.3 26.5 33.5

65.8 64.2 63.0 58.6 59.4

506.33 523.56 523.69 520.20 496.97

522.22 553.74 537.33 526.66 483.93

488.91 516.52 541.68 553.07 506.85

504.68 519.60 521.34 513.42 497.87

218.42 257.31 224.12 239.00 210.54

521.25 527.54 533.70 534.97 519.47

516.38 536.09 527.68 525.97 513.10


32.0 38.6 30.5 34.9 38.8

44.9 76.4 50.8 76.3 61.0

43.3 37.6 31.5 35.9 49.1

28.7 32.7 26.0 31.3 36.7

6.8 8.1 6.6 7.3 8.1

29.3 31.6 26.2 31.9 37.2

48.0 70.1 46.5 72.6 64.3

510.06 493.81 479.73 519.06 506.27

473.84 484.12 447.77 540.20 527.32

523.93 466.01 502.14 505.22 505.99

523.92 497.57 493.56 514.72 502.95

235.21 244.51 214.05 235.50 219.96

545.64 523.11 514.01 532.74 512.85

490.41 480.49 465.50 527.11 516.15


28.8 33.2 32.9 28.4 33.8

55.8 77.7 58.0 56.0 61.6

33.1 35.8 36.0 34.3 34.7

27.3 30.2 29.8 26.4 30.8

7.9 9.0 6.2 8.7 9.5

28.3 30.9 29.9 27.6 30.9

55.3 72.1 59.0 52.9 58.6

497.61 500.38 514.11 501.89 510.42

501.80 522.00 494.98 516.62 511.31

488.38 498.76 508.62 506.95 552.07

497.24 496.59 518.70 499.67 509.97

214.47 221.69 246.72 212.41 207.84

513.50 516.81 530.56 521.55 529.98

503.88 510.50 504.40 516.96 511.59


34.7 35.2 35.0 33.9 29.8

82.0 49.8 77.2 67.2 50.4

37.3 29.3 35.1 31.7 26.2

31.1 33.7 32.0 27.6 27.8

7.1 5.9 8.4 6.6 7.0

31.0 36.3 31.1 28.6 29.6

73.8 57.0 70.7 67.2 54.1

514.09 504.31 516.40 482.00 490.38

529.67 540.71 535.75 467.90 467.53

530.27 469.40 491.89 482.68 498.31

510.72 498.71 513.37 488.51 494.42

245.08 251.37 235.29 222.18 202.05

527.17 509.62 529.54 518.13 514.66

519.15 516.60 519.56 472.83 476.41


43.3 33.2 28.1 32.5 33.3 37.4

71.5 52.2 37.2 79.8 64.6 85.7

51.6 35.9 30.8 35.4 36.3 44.7

41.3 30.6 27.0 30.9 31.3 34.9

13.6 8.4 7.5 10.1 8.0 6.8

40.9 31.1 27.5 28.8 34.5 36.4

72.8 56.4 41.1 65.9 61.4 77.9

558.55 504.63 503.60 508.37 508.97 517.00

568.44 499.68 467.52 540.62 524.70 524.58

574.09 483.53 488.30 532.32 508.47 473.87

557.29 505.97 510.16 505.33 506.93 516.34

232.96 230.69 219.84 229.39 209.84 198.70

571.62 522.05 528.42 517.12 523.61 527.87

563.77 505.92 483.99 518.61 523.41 520.11


20.1

54.5

28.6

14.5

3.3

17.6

52.2

392.55

366.82

585.00

405.33

297.64

420.37

377.62



7.E SSI: Recipient Characteristics Table 7.E2—Percentage distribution of federally administered awards, by sex, age, and eligibility category, 2014 Adults Sex and age

Total

Aged

Blind and disabled a

Blind

Disabled

4,522 100.0

529,576 100.0

163,105 100.0

53.5 46.5

64.8 35.2

... ... ... ... 13.6 9.7 14.1 21.1 31.3 9.5 0.3 0.2 (L) 0.2

... ... ... ... 7.0 8.0 11.6 18.8 43.1 11.1 0.3 (L) (L) (L)

44.5 28.0 16.9 7.1 3.5 ... ... ... ... ... ... ... ... ...

children

All persons Number Percent

805,643 100.0

108,440 100.0

54.0 46.0

40.0 60.0

Percentage distribution by sex Male Female

55.9 44.1

Percentage distribution by age Under 5 5–9 10–14 15–17 18–21 22–29 30–39 40–49 50–59 60–64 65–69 70–74 75–79 80 or older

9.0 5.7 3.4 1.4 5.4 5.3 7.7 12.5 28.5 7.3 8.2 2.5 1.5 1.4

... ... ... ... ... ... ... ... ... ... 59.8 18.3 11.1 10.7 Male

Number Percent

434,866 100.0

43,341 100.0

2,528 100.0

283,345 100.0

105,652 100.0

Under 5 5–9 10–14 15–17 18–21 22–29 30–39 40–49 50–59 60–64 65–69 70–74 75–79 80 or older

10.3 7.6 4.1 1.5 6.0 5.7 7.4 11.6 28.3 7.3 6.2 1.9 1.1 0.9

... ... ... ... ... ... ... ... ... ... 60.7 19.1 11.1 9.1

... ... ... ... 13.0 9.5 14.7 22.2 30.8 9.3 0.3 0.1 (L) 0.1

... ... ... ... 8.0 8.7 11.2 17.6 43.2 11.2 0.2 (L) (L) (L)

42.5 31.2 16.9 6.2 3.2 ... ... ... ... ... ... ... ... ...

Female Number Percent

370,777 100.0

65,099 100.0

1,994 100.0

246,231 100.0

57,453 100.0

Under 5 5–9 10–14 15–17 18–21 22–29 30–39 40–49 50–59 60–64 65–69 70–74 75–79 80 or older

7.5 3.4 2.6 1.3 4.6 4.9 8.1 13.6 28.8 7.4 10.6 3.1 2.0 2.1

... ... ... ... ... ... ... ... ... ... 59.3 17.8 11.1 11.8

... ... ... ... 14.3 10.0 13.4 19.7 32.0 9.7 0.3 0.2 ... 0.4

... ... ... ... 5.8 7.3 12.1 20.3 43.1 11.0 0.3 (L) (L) (L)

48.1 22.0 17.0 8.7 4.2 ... ... ... ... ... ... ... ... ...

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; (L) = less than 0.05 percent. a. Includes students aged 18–21. CONTACT: (410) 965-0090 or [email protected].


7.E SSI: Recipient Characteristics Table 7.E3—Number and percentage distribution of recipients of federally administered payments, by sex, age, and eligibility category, December 2014 Adults Sex and age

Aged

All recipients

Blind

Disabled

Blind and disabled, under age 18

61,517 100.0

5,822,486 100.0

1,299,761 100.0

44.7 55.3

66.8 33.2

... ... ... ... 5.6 13.2 14.3 14.2 20.2 10.3 7.1 5.0 3.9 6.4

... ... ... ... 5.7 11.8 12.4 15.3 26.9 11.5 7.1 4.3 2.8 2.3

13.4 29.8 36.1 20.8 ... ... ... ... ... ... ... ... ... ...

All persons Number Percent

8,335,704 100.0

1,151,940 100.0

46.8 53.2

34.7 65.3

Percentage distribution by sex Male Female

47.8 52.2

Percentage distribution by age Under 5 5–9 10–14 15–17 18–21 22–29 30–39 40–49 50–59 60–64 65–69 70–74 75–79 80 or older

2.1 4.6 5.6 3.2 4.0 8.3 8.7 10.8 18.9 8.1 7.3 5.9 4.9 7.4

... ... ... ... ... ... ... ... ... ... 16.6 20.7 21.3 41.3 Male

Number Percent

3,898,142 100.0

399,499 100.0

29,410 100.0

2,601,061 100.0

868,172 100.0

Under 5 5–9 10–14 15–17 18–21 22–29 30–39 40–49 50–59 60–64 65–69 70–74 75–79 80 or older

2.6 6.8 8.3 4.6 5.4 10.1 9.3 9.8 17.7 7.3 5.7 4.4 3.5 4.5

... ... ... ... ... ... ... ... ... ... 18.3 22.8 22.5 36.4

... ... ... ... 6.4 15.2 15.6 15.1 21.2 9.8 6.2 4.0 2.9 3.6

... ... ... ... 8.0 15.0 13.7 14.6 26.3 10.8 5.6 3.0 1.8 1.2

11.8 30.4 37.1 20.8 ... ... ... ... ... ... ... ... ... ...

Female Number Percent

4,437,562 100.0

752,441 100.0

32,107 100.0

3,221,425 100.0

431,589 100.0

Under 5 5–9 10–14 15–17 18–21 22–29 30–39 40–49 50–59 60–64 65–69 70–74 75–79 80 or older

1.6 2.8 3.3 2.0 2.9 6.8 8.3 11.6 20.0 8.9 8.7 7.2 6.2 9.9

... ... ... ... ... ... ... ... ... ... 15.7 19.6 20.7 44.0

... ... ... ... 4.8 11.3 13.1 13.3 19.3 10.7 7.9 5.9 4.8 9.0

... ... ... ... 3.9 9.3 11.3 15.8 27.3 12.1 8.2 5.2 3.6 3.3

16.6 28.5 34.1 20.7 ... ... ... ... ... ... ... ... ... ...

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


7.E SSI: Recipient Characteristics Table 7.E4—Number and percentage distribution of persons with representative payees receiving federally administered payments, by eligibility category and age, December 2014 Number With representative Total payee

Category and age Total

Percentage distribution Without representative payee

With representative Total payee

Without representative payee

8,335,704

3,153,966

5,181,738

100.0

37.8

62.2

Category Aged Blind Disabled

1,151,940 67,383 7,116,381

53,463 19,839 3,080,664

1,098,477 47,544 4,035,717

100.0 100.0 100.0

4.6 29.4 43.3

95.4 70.6 56.7

Age Under 18 18–64 65 or older a

1,299,761 4,913,072 2,122,871

1,298,826 1,658,536 196,604

935 3,254,536 1,926,267

100.0 100.0 100.0

99.9 33.8 9.3

0.1 66.2 90.7



7.E SSI: Recipient Characteristics Table 7.E5—Number and percentage distribution of persons receiving federally administered payments, by living arrangement, eligibility category, and age, December 2014 Category Living arrangement

a

Total Number Percent Own household Another's household Institutional care covered by Medicaid Unknown

Age 65 or older

b

Number

Aged

Blind

Disabled

Under 18

18–64

8,335,704 100.0

1,151,940 100.0

67,383 100.0

7,116,381 100.0

1,299,761 100.0

4,913,072 100.0

2,122,871 100.0

94.2 4.2 1.5 0.1

90.5 8.0 1.4 0.1

92.9 5.3 1.8 (L)

94.8 3.6 1.5 0.1

95.9 3.1 1.0 (L)

94.4 4.2 1.3 0.1

92.8 5.0 2.2 (L)

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. (L) = less than 0.05 percent. a. As defined for determination of federal SSI payment standards. b. Includes blind persons and disabled persons aged 65 or older. CONTACT: (410) 965-0090 or [email protected].


7.E SSI: Recipient Characteristics Table 7.E6—Number of noncitizens receiving federally administered payments as a percentage of SSI recipients, by eligibility category, December 1982–2014, selected years All noncitizens

Aged

Blind and disabled

Year

Number

Percentage of total SSI

Number


Number


1982 1985

127,900 210,800

3.3 5.1

91,900 146,500

5.9 9.7

36,000 64,300

1.6 2.4

1990 1991 1992 1993 1994

435,600 519,660 601,430 683,150 738,140

9.0 10.2 10.8 11.4 11.7

282,400 329,690 372,930 416,420 440,000

19.4 22.5 25.4 28.2 30.0

153,200 189,970 228,500 266,730 298,140

4.6 5.2 5.6 5.9 6.2

1995 1996 1997 1998 1999

785,410 724,990 650,830 669,630 684,930

12.1 11.0 10.0 10.2 10.4

459,220 417,360 367,200 364,980 368,330

31.8 29.5 27.0 27.4 28.2

326,190 307,630 283,630 304,650 316,600

6.3 5.9 5.5 5.8 6.0

2000 2001 2002 2003 2004

692,590 695,650 703,515 696,772 676,979

10.5 10.4 10.4 10.1 9.7

364,470 364,550 364,827 356,298 342,220

28.3 28.9 29.1 28.9 28.3

328,120 331,100 338,688 340,474 334,759

6.2 6.1 6.1 6.0 5.8

2005 2006 2007 2008 2009

680,397 674,250 663,210 655,988 644,966

9.6 9.3 9.0 8.7 8.4

344,166 339,073 330,665 324,271 316,216

28.3 28.0 27.5 26.9 26.7

336,231 335,177 332,545 331,717 328,750

5.7 5.6 5.4 5.3 5.1

2010 2011 2012 2013 2014

627,271 604,908 582,345 562,423 540,121

7.9 7.5 7.0 6.7 6.5

303,457 290,275 273,500 261,280 253,104

25.6 24.6 23.7 22.6 22.0

323,814 314,633 308,845 301,143 287,017

4.8 4.5 4.3 4.2 4.0

SOURCE: Social Security Administration, Supplemental Security Record, 100 percent data. CONTACT: (410) 965-0090 or [email protected].


Section 8

Health Care Programs Medicare Trust Funds

8.1

Enrollment, Utilization, and Reimbursement

8.5

Participating Facilities

8.41

Medicaid Recipients

8.47

State Data

8.55

8.A Medicare: Trust Funds Table 8.A1—Hospital Insurance, calendar years 1966–2014 (in millions of dollars) Receipts

Expenditures

Reimbursements from Transfers general revenues for— Interest on Premiums from Military from investments Railroad and other wage voluntary Retirement Uninsured credits enrollees persons income a,b account


Year

Total

Payroll taxes

Income from taxation of benefits

1966 1967 1968 1969

1,943 3,559 5,287 5,279

1,858 3,152 4,116 4,473

... ... ... ...

16 44 54 64

26 301 1,022 617

11 11 22 11

... ... ... ...

32 51 74 113

999 3,430 4,277 4,857

891 3,353 4,179 4,739

108 77 99 118

12.1 2.3 2.4 2.5

944 1,073 2,083 2,505

1970 1971 1972 1973 1974

5,979 5,732 6,403 10,821 12,024

4,881 4,921 5,731 9,944 10,844

... ... ... ... ...

66 66 63 99 132

863 503 381 451 471

11 48 48 48 48

... ... ... 2 5

158 193 180 278 523

5,281 5,900 6,503 7,289 9,372

5,124 5,751 6,318 7,057 9,099

157 150 185 232 272

3.1 2.6 2.9 3.3 3.0

3,202 3,034 2,935 6,467 9,119

1975 1976 1977 1978 1979

12,980 13,766 15,856 19,213 22,825

11,502 12,727 14,114 17,324 20,768

... ... ... ... ...

138 143 f f 214 191

48 141 143 141 141

7 9 12 13 16

664 746 784 834 975

11,581 13,679 16,019 18,178 21,073

11,315 13,340 15,737 17,682 20,623

266 339 283 496 450

2.4 2.5 1.8 2.8 2.2

10,517 10,605 10,442 11,477 13,228

1980 1981 1982 1983 1984

26,097 35,725 37,998 44,570 46,720

23,848 32,959 34,586 37,259 42,288

... ... ... ... ...

244 276 351 358 351

697 659 808 878 752

141 207 207 i 3,456 250

18 22 24 27 33

1,149 1,603 2,022 2,593 3,046

25,577 30,726 36,144 39,877 43,887

25,064 30,342 35,631 39,337 43,257

512 384 513 540 629

2.0 1.3 1.4 1.4 1.5

13,749 18,748 h 8,164 12,858 15,691

1985 1986 1987 1988 1989

51,397 59,267 64,064 69,239 76,721

47,576 54,583 58,648 62,449 68,369

... ... ... ... ...

371 364 368 364 379

766 566 447 475 515

j

-719 91 94 80 86

41 43 38 41 55

3,362 3,619 4,469 5,830 7,317

48,414 50,422 50,289 53,331 60,803

47,580 49,758 49,496 52,517 60,011

834 664 793 815 792

1.8 1.3 1.6 1.6 1.3

h

1990 1991 1992 1993 1994

80,372 88,839 93,836 98,187 109,570

72,013 77,851 81,745 84,133 95,280

... ... ... ... 1,639

367 352 374 400 413

413 605 621 367 506

k

-993 89 86 81 80

122 432 522 675 907

8,451 9,510 10,487 l 12,531 10,745

66,997 72,570 85,015 94,391 104,545

66,239 71,549 83,895 93,487 103,282

758 1,021 1,121 904 1,263

1.1 1.4 1.3 1.0 1.2

98,933 115,202 124,022 127,818 132,844

1995 1996 1997 1998 1999

115,027 124,603 130,154 140,547 151,597

98,421 110,585 114,670 124,317 132,306

3,913 4,069 3,558 5,067 6,552

396 401 419 419 430

462 419 481 34 652

61 -2,293 70 67 71

954 1,199 1,319 1,316 1,447

10,820 10,222 9,637 9,327 10,139

117,604 129,929 139,452 135,771 130,632

116,368 128,632 137,762 n 133,990 n 128,766

1,236 1,297 1,690 1,782 1,866

1.1 1.0 1.2 1.3 1.4

130,267 124,942 115,643 120,419 141,385

2000 2001 2002 2003 2004

167,185 174,630 178,631 175,812 183,890

144,351 151,994 152,708 149,242 156,484

8,787 7,533 8,316 8,318 8,577

465 470 425 426 419

470 453 442 393 365

2 -1,175 0 0 173

1,382 1,370 1,626 1,604 1,915

11,729 13,986 15,114 15,828 15,956

131,095 143,379 152,526 154,616 170,587

n

128,458 141,183 n 149,944 n 152,084 167,554

2,636 2,195 2,582 2,533 3,033

2.1 1.6 1.7 1.7 1.8

177,475 208,726 234,831 256,026 269,329

2005 2006 2007 2008 2009

199,374 211,515 223,717 230,815 225,428

171,384 181,274 191,855 198,693 190,890

8,765 10,319 10,593 11,733 12,376

445 471 483 526 524

286 408 468 506 614

0 0 0 0 s 968

2,416 2,645 2,841 2,938 2,908

16,078 16,398 17,477 q 16,419 17,148

182,933 191,933 203,058 235,556 242,478

p

180,013 188,989 p 200,151 r 232,299 239,260

2,920 2,944 2,907 3,257 3,218

1.6 1.6 1.5 1.5 1.3

285,770 305,352 326,011 321,270 304,220

2010 2011 2012 2013 2014

215,622 228,945 243,046 251,149 261,239

182,032 195,592 205,730 220,817 227,445

13,760 15,143 18,643 14,310 18,066

535 477 511 577 612

-142 275 262 228 204

0 0 0 0 0

3,310 3,267 3,441 3,417 3,251

16,128 14,190 14,459 11,800 11,662

247,925 256,673 266,841 266,178 269,312

244,463 252,943 262,894 261,906 264,852

3,461 3,730 3,947 4,272 4,460

1.4 1.5 1.5 1.6 1.7

271,918 244,189 220,394 205,366 197,292

e

621 e 803 688 734

g

m

o

Benefit d Total payments b,c Amount

n

p

Percent- Trust fund age of assets benefit at end payments of year

h

20,499 39,957 53,732 69,640 85,558

SOURCE: 2015 Annual Report of the Boards of Trustees of the Federal Hospital Insurance and Federal Supplementary Medical Insurance Trust Funds,Table III.B4, and analogous tables from earlier annual reports. Because the table published in the 2015 Annual Report displays dollars rounded to the tenths of billions for selected years only, an analogous unpublished table displaying dollars rounded to the millions for all years was also used. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; HI = Hospital Insurance; SMI = Supplementary Medical Insurance. a. Other income includes recoveries of amounts reimbursed from the trust fund that are not obligations of the trust fund, receipts from the fraud and abuse control program (beginning in 1997), and other small amounts of miscellaneous income. (Continued)


8.A Medicare: Trust Funds Table 8.A1—Hospital Insurance, calendar years 1966–2014 (in millions of dollars)—Continued b. Values after 2005 include additional premiums for Medicare Advantage (MA) plans that are deducted from beneficiaries' Social Security checks. These additional premiums are beneficiary obligations and occur when a beneficiary chooses an MA plan whose monthly plan payment exceeds the benchmark amount. Beneficiaries subject to such premiums may choose to either reimburse the plans directly or have the premiums deducted from their Social Security checks. The premiums deducted from the Social Security checks are transferred to the HI and SMI trust funds and then transferred from the trust funds to the plans. c. Includes costs of Peer Review Organizations from 1983 to 2001 (beginning with the implementation of the Prospective Payment System on October 1, 1983) and costs of Quality Improvement Organizations beginning in 2002. d. Includes costs of experiments and demonstration projects. Beginning in 1997, includes fraud and abuse control expenses, as provided for by Public Law (P.L.) 104-191. e. No transfer was made in 1976 because of the change in transfer dates from December to March. The 1977 transfer was for benefits and administrative expenses during the 15-month period beginning July 1976 and ending September 1977. f.

No transfer was made in 1977 because of the change in transfer dates from August to June. The 1978 transfer was for contributions during the 15-month period beginning July 1976 and ending September 1977.

g. Includes $2 million in reimbursement from general revenues for costs arising from the granting of deemed wage credits to persons of Japanese ancestry who were interned during World War II. h. For 1982, assets exclude $12,437 million loaned to the OASI trust fund under the interfund borrowing provisions of the law. Repayments of $1,824 million and $10,613 million were made in 1985 and 1986, respectively. i.

The lump-sum general revenue transfer, as provided for by section 151 of P.L. 98-21.

j.

Includes the lump-sum general revenue adjustment of -$805 million, as provided for by section 151 of P.L. 98-21.

k. Includes the lump-sum general revenue adjustment of -$1,100 million, as provided for by section 151 of P.L. 98-21. l.

Includes $1,805 million transfer from the SMI catastrophic coverage reserve fund, as provided for by P.L. 102-394.

m. Includes the lump-sum general revenue adjustment of -$2,366 million, as provided for by section 151 of P.L. 98-21. n. Includes monies transferred to the SMI trust fund for home health agency costs, as provided for by P.L. 105-33. o. Includes the lump-sum general revenue adjustment of -$1,177 million, as provided for by section 151 of P.L. 98-21. p. Certain HI hospice costs were misallocated to, and paid from, the Part B account of the SMI trust fund. See also footnote r. q. Includes an adjustment of -$853 million for interest inadvertently earned as a result of HI hospice costs that were misallocated to, and paid from, the Part B account of the SMI trust fund from May 2005 to September 2007. r.

Benefit payments were $223,815 million. Amount shown includes a transfer of $8,484 million to the general fund of the Treasury for HI hospice costs that were misallocated to, and paid from, the Part B account of the SMI trust fund from May 2005 to September 2007. (The general fund, in turn, transferred $8,484 million to the Part B account.)

s. Includes the lump-sum general revenue adjustment of $968 million, as provided for by section 151 of P.L. 98-21. CONTACT: Clare McFarland (410) 786-6390 or [email protected].


8.A Medicare: Trust Funds Table 8.A2—Supplementary Medical Insurance, calendar years 1966–2014 (in millions of dollars) Receipts

Expenditures Administrative expenses

Premiums from participants a Government contribu-

Part B a

tions b

... ... ... ...

... ... ... ...

0 933 858 907

... ... ... ...

2 24 21 18

1,096 1,302 1,382 1,491 1,664

... ... ... 59 140

... ... ... ... ...

1,093 1,313 1,389 1,705 2,225

... ... ... ... ...

1,759 1,878 2,030 2,221 2,451

158 183 217 248 267

... ... ... ... ...

2,648 3,810 5,386 6,287 6,645

Year

Total

Subtotal

Aged

Disabled

1966 1967 1968 1969

324 1,597 1,711 1,839

322 640 832 914

322 640 832 914

1970 1971 1972 1973 1974

2,201 2,639 2,808 3,312 4,124

1,096 1,302 1,382 1,550 1,804

1975 1976 1977 1978 1979

4,673 5,977 7,805 9,056 9,768

1,918 2,060 2,247 2,470 2,719

1980 1981 1982 1983 1984

10,874 15,374 16,580 19,824 23,180

1985 1986 1987 1988 1989

25,106 24,665 31,844 35,825 k 44,349

1990 1991 1992 1993 1994

3,011 3,722 i 3,697 4,236 5,167

Interest Transfers from and other states c income d,e

2,707 3,356 i 3,341 3,845 4,721

Part D

Benefit

Percent- Trust fund age of assets at end of benefit payments year h

e,f,g

Amount

203 1,307 1,702 2,061

128 1,197 1,518 1,865

75 110 184 196

58.6 9.2 12.1 10.5

122 412 421 199

12 24 37 57 95

2,212 2,377 2,614 2,844 3,728

1,975 2,117 2,325 2,526 3,318

237 260 289 318 410

12.0 12.3 12.4 12.6 12.4

188 450 643 1,111 1,506

... ... ... ... ...

107 107 172 299 404

4,735 5,622 6,505 7,755 9,265

4,273 5,080 6,038 7,252 8,708

462 542 467 503 557

10.8 10.7 7.7 6.9 6.4

1,444 1,799 3,099 4,400 4,902

7,455 11,291 i 12,284 14,861 17,054

... ... ... ... ...

408 361 599 727 959

11,245 14,028 16,227 18,984 20,552

10,635 13,113 15,455 18,106 19,661

610 915 772 878 891

5.7 7.0 5.0 4.8 4.5

4,530 5,877 6,230 7,070 9,698

Total payments

i

i

304 366 i 356 391 445

... ... ... ... ...

5,613 5,722 j 7,409 j 8,761 k,l 12,263

5,105 5,218 j 6,747 j 7,983 9,793

508 504 j 661 j 778 993

... ... ... ... ...

18,250 17,802 j 23,560 j 26,203 30,852

... ... ... ... ...

1,243 1,141 876 861 k 1,234

23,880 27,299 31,740 35,229 k 39,783

22,947 26,239 30,820 33,970 38,294

933 1,060 921 1,260 k 1,489

4.1 4.0 3.0 3.7 3.9

10,924 8,291 8,394 8,990 k 13,556

45,913 51,224 57,237 57,679 55,608

11,320 11,934 m 14,077 m 14,193 17,386

10,311 10,846 m 12,814 m 12,731 15,569

1,008 1,088 m 1,263 m 1,462 1,817

... ... ... ... ...

33,035 37,602 m 41,359 m 41,465 36,203

... ... ... ... ...

1,558 1,688 1,801 2,021 2,018

43,987 48,877 50,830 57,783 60,317

42,468 47,336 49,260 n 55,784 58,618

1,519 1,541 1,570 2,000 1,699

3.6 3.3 3.2 3.6 2.9

15,482 17,828 24,235 24,131 19,422

1995 1996 1997 1998 1999

60,306 85,609 81,924 87,711 80,902

19,717 18,763 19,289 o 20,933 o 18,967

17,651 16,654 17,079 o 18,594 o 16,604

2,066 2,109 2,210 o 2,338 o 2,362

... ... ... ... ...

39,007 65,035 60,171 o 64,068 o 59,095

... ... ... ... ...

1,582 1,811 2,464 2,711 2,841

66,599 70,408 74,124 77,630 82,327

64,972 68,598 72,757 p 76,125 p 80,724

1,627 1,810 1,368 1,505 1,603

2.5 2.6 1.9 2.0 2.0

13,130 28,332 36,131 46,212 44,787

2000 2001 2002 2003 2004

89,903 98,629 106,196 115,796 133,787

20,555 22,764 25,066 27,402 31,435

17,892 19,905 21,610 23,546 26,737

2,664 2,859 3,456 3,856 4,699

... ... ... ... ...

65,898 72,793 78,338 86,402 100,858

... ... ... ... ...

3,450 3,071 2,792 1,992 1,495

90,663 101,386 113,165 126,144 138,311

p

88,893 99,663 p 110,969 p 123,825 135,418

1,770 1,723 2,196 2,318 2,893

2.0 1.7 2.0 1.9 2.1

44,027 41,270 34,301 23,953 19,430

2005 2006 2007 2008 2009

158,089 225,525 238,408 250,026 282,855

37,535 46,337 s 50,843 t 55,263 w,x 62,370

31,722 36,346 39,676 42,335 w 47,433

5,813 6,507 7,096 7,897 w 8,606

... 3,484 s 4,071 t 5,030 w,x 6,330

119,189 171,910 178,404 184,055 w 209,818

... 5,474 6,907 7,105 7,572

1,365 1,804 2,254 u 3,604 3,096

153,511 216,414 228,664 232,596 266,545

q

150,326 213,045 q,s 225,263 t,v 229,327 x 263,085

3,185 3,369 3,401 3,269 3,460

2.1 1.6 1.5 1.4 1.3

24,008 33,119 42,863 60,293 76,603

2010 2011 2012 2013 2014

270,470 301,019 293,916 324,634 338,019

w,y

w

w

w,y

w

4,038 7,116 8,433 8,776 8,667

3,288 5,877 5,170 6,076 5,717

274,944 292,459 307,380 316,742 344,003

3,515 3,978 4,354 3,651 4,366

1.3 1.4 1.4 1.2 1.3

72,130 80,689 67,226 75,118 69,134

i

r

58,513 65,228 aa 66,358 bb 73,010 cc 77,024 z

43,168 47,646 48,495 52,814 55,164

8,818 9,868 9,529 10,270 10,479

r

6,527 7,714 aa 8,334 bb 9,925 cc 11,381 z

i

204,630 222,798 213,955 236,773 246,611

p

q,r

y

271,429 288,480 aa 303,026 bb 313,090 cc 339,637 z

SOURCES: 2015 Annual Report of the Boards of Trustees of the Federal Hospital Insurance and Federal Supplementary Medical Insurance Trust Funds, Tables III.C4 and III.D3, analogous tables from earlier annual reports, and unpublished Treasury reports. Because the tables published in the 2015 Annual Report display dollars rounded to the tenths of billions for selected years only, an analogous unpublished table displaying dollars rounded to the millions for all years was also used. NOTES: Totals do not necessarily equal the sum of rounded components. Data for 2012 and 2013 on total receipts, the subtotal of premiums from participants, Part D receipts, total expenditures, and benefit payments are revised. . . . = not applicable; SMI = Supplementary Medical Insurance; HI = Hospital Insurance. (Continued)


8.A Medicare: Trust Funds Table 8.A2—Supplementary Medical Insurance, calendar years 1966–2014 (in millions of dollars)—Continued a.

For Part D, premiums include both amounts withheld from Social Security benefit checks (and certain other Federal benefit payments) and amounts paid directly to Part D plans; the premiums paid directly to Part D plans are not displayed on Treasury statements and are estimated.

b.

For Part B, includes matching payments from the general fund, plus certain interest-adjustment items. For Part D, includes all federal government transfers, including amounts for the general subsidy, reinsurance, employer drug subsidy, low-income subsidy, administrative expenses, risk sharing, and state expenses for making low-income eligibility determinations. Includes amounts for the transitional assistance benefits in 2004–2007.

c.

With the availability of Part D drug coverage and low-income subsidies beginning in 2006, Medicaid is no longer the primary payer for full-benefit dual eligibles. States are subject to a contribution requirement and must pay the Part D account in the SMI trust fund a portion of their estimated forgone drug costs for this population. Starting in 2006, states must pay 90 percent of the estimated costs, with this percentage phasing down over a 10-year period, to 75 percent in 2015 and later.

d.

Other income includes recoveries of amounts reimbursed from the trust fund that are not obligations of the trust fund and other small amounts of miscellaneous income.

e.

Values after 2005 include additional premiums for Medicare Advantage (MA) plans that are deducted from beneficiaries' Social Security checks. These additional premiums are beneficiary obligations and occur when a beneficiary chooses an MA plan whose monthly plan payment exceeds the benchmark amount. Beneficiaries subject to such premiums may choose either to reimburse the plans directly or have the premiums deducted from their Social Security checks. The premiums deducted from the Social Security checks are transferred to the HI and SMI trust funds and then transferred from the trust funds to the plans.

f.

Includes costs of Peer Review Organizations from 1983 to 2001 and costs of Quality Improvement Organizations beginning in 2002.

g.

For Part D, includes payments to plans, subsidies to employer-sponsored retiree prescription drug plans, payments to states for making low-income eligibility determinations, Part D drug premiums collected from beneficiaries and transferred to Medicare Advantage plans and private drug plans, and premium amounts paid directly by enrollees to plans. (The last item is on an estimated basis; see footnote b.) Includes amounts for the transitional assistance benefits in 2004–2007.

h.

The financial status of SMI depends on both the assets and the liabilities of the trust fund.

i.

Section 708 of Title VII of the Social Security Act modifies the provisions for the delivery of Social Security benefit checks when the regularly designated delivery day falls on a Saturday, Sunday, or legal public holiday. Delivery of benefit checks normally due January 3, 1982 occurred on December 31, 1981. Consequently, the SMI premiums withheld from the checks ($264 million) and the associated general revenue contributions ($883 million) were added to the SMI trust fund on December 31, 1981. These amounts are excluded from the premium income and general revenue income for calendar year 1982.

j.

Delivery of benefit checks normally due January 3, 1988 occurred on December 31, 1987. Consequently, the SMI premiums withheld from the checks ($692 million) and the associated general revenue contributions ($2,178 million) were added to the SMI trust fund on December 31, 1987. These amounts are excluded from the premium income and general revenue income for calendar year 1988 (see footnote i).

k.

Includes the impact of the Medicare Catastrophic Coverage Act of 1988 as provided for by Public Law (P.L.) 100-360.

l.

Includes $1,477 million in catastrophic coverage premiums not distributed between aged and disabled enrollees. These premiums were transferred from the HI Catastrophic Coverage Reserve Fund, which was created by the Medicare Catastrophic Coverage Act of 1988. The Medicare Catastrophic Coverage Repeal Act of 1989 mandated that this fund be discontinued and the balance transferred to the SMI trust fund.

m. Delivery of benefit checks normally due January 3, 1993 occurred on December 31, 1992. Consequently, the SMI premiums withheld from the checks ($1,089 million) and the associated general revenue contributions ($3,175 million) were added to the SMI trust fund on December 31, 1992. These amounts are excluded from the premium income and general revenue income for calendar year 1993 (see footnote i). n.

Includes the impact of the transfer to the Hospital Insurance (HI) trust fund of the SMI catastrophic coverage reserve fund on March 31, 1993, as specified in P.L. 102-394. Actual benefit payments for 1993 were $53,979 million, and the amount transferred was $1,805 million.

o.

Delivery of benefit checks normally due January 3, 1999 occurred on December 31, 1998. Consequently, the SMI premiums withheld from the checks ($1,512 million) and the associated general revenue contributions ($4,711 million) were added to the SMI trust fund on December 31, 1998. These amounts are excluded from the premium income and general revenue income for calendar year 1999 (see footnote i).

p.

Benefit payments less monies transferred from the HI trust fund for home health agency costs, as provided for by P.L. 105-33.

q.

Certain HI hospice costs were misallocated to, and paid from, the Part B account of the SMI trust fund. See also footnote v.

r.

Includes an estimated $2,299 million for premiums paid directly to Part D plans. See also footnotes b and h.

s.


t.


u.

Includes an adjustment of $812 million for interest inadvertently not earned as a result of HI hospice costs that were misallocated to, and paid from, the Part B account of the SMI trust fund from May 2005 to September 2007.

v.

Benefit payments were $237,801 million. Amount shown includes -$8,484 million, which represents a transfer from the general fund of the Treasury to the Part B account of the SMI trust fund for HI hospice costs that were misallocated to, and paid from, the Part B account from May 2005 to September 2007. (The HI trust fund in turn, transferred $8,484 million to the general fund.)

w. Delivery of benefit checks normally due January 3, 2010 occurred on December 31, 2009. Consequently, the SMI premiums withheld from the checks ($3,790 million, consisting of $3,594 million for Part B and $196 million for Part D) and the associated general revenue contributions ($10,175 million, all attributable to Part B) were added to the SMI trust fund on December 31, 2009. These amounts are excluded from the premium income and general revenue income for calendar year 2010 (see footnote i). x.


y.


z.


aa. Includes an estimated $5,233 million for premiums paid directly to Part D plans. See also footnotes b and h. bb. Includes an estimated $6,716 million for premiums paid directly to Part D plans. See also footnotes b and h. cc. Includes an estimated $7,772 million for premiums paid directly to Part D plans. See also footnotes b and h. CONTACT: Suzanne Codespote (410) 786-7737 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B0—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Total persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013 Type of coverage and service

1990

1995

2000

2005

2010

2013

Persons enrolled (fee-for-service and managed care) (thousands) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Supplementary Medical Insurance

34,203 33,719 32,629

37,535 37,135 35,685

39,632 39,211 37,369

42,500 42,129 39,730

47,664 47,316 43,954

52,456 52,127 48,040

35,910 35,572 32,200

37,587 37,281 33,171

32,866 8,267 7,485 1,839 1,722 1,157 31,923 31,415 23,667 1,883

33,645 7,488 6,525 1,844 1,705 1,315 33,171 32,558 24,927 1,933

915 232 210 52 48 24 991 976 735 58

895 201 175 49 46 25 1,000 982 751 58

331,129 176,224 128,728 27,258 7,252 12,986 154,906 95,087 47,573 12,245

346,023 179,433 129,519 28,177 6,787 14,950 166,591 98,146 57,179 11,266

10,075 21,315 17,197 14,820 4,211 11,220 4,853 3,027 2,010 6,504

10,285 23,962 19,850 15,279 3,980 11,371 5,022 3,014 2,294 5,828

Persons enrolled (fee-for-service only) (thousands) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Supplementary Medical Insurance

----

----

32,740 32,329 30,478

36,685 36,318 33,916

Persons served (thousands) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

27,099 7,036 6,543 638 1,936 -26,951 26,350 15,511 38

30,423 8,036 6,964 1,233 3,427 -30,249 26,539 19,709 41

29,583 7,325 6,917 1,468 1,444 541 29,313 28,763 21,029 1,190

a

33,506 8,307 7,710 1,847 1,752 871 33,201 32,709 24,423 1,370

Persons served per 1,000 enrollees Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services c Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

792 209 194 19 57 -826 808 475 1

811 216 188 33 92 -848 744 552 1

904 227 214 45 45 14 962 944 690 39

913 229 212 51 48 21 979 964 720 40

Amount reimbursed (millions of dollars) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

101,419 62,347 56,716 1,971 3,660 -39,072 30,222 8,773 78

158,980 101,835 78,944 7,799 15,092 -57,145 41,617 15,328 200

174,261 101,663 85,197 10,621 2,918 2,927 72,599 51,474 16,787 4,338

274,143 149,392 116,647 18,964 5,916 7,864 124,752 83,838 33,931 6,982

Amount reimbursed per person served (dollars) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

3,743 8,862 8,668 3,092 1,890 -1,450 1,147 566 2,031

5,226 12,672 11,336 6,325 4,403 -1,889 1,409 778 4,837

5,891 13,878 12,318 7,235 2,021 5,409 2,477 1,709 798 3,644

8,182 17,984 15,130 10,267 3,377 9,027 3,757 2,563 1,389 5,098

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B0—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Total persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013—Continued Type of coverage and service

1990

1995

2,965 1,849 1,682 58 109 -1,197 926 269 2

4,236 2,742 2,126 210 406 -1,601 1,166 430 6

2000

2005

2010

2013

9,221 4,954 3,619 766 204 274 4,811 2,953 1,477 380

9,206 4,813 3,474 756 182 287 5,022 2,959 1,724 340

Amount reimbursed per enrollee (dollars) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services c Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

5,323 3,145 2,635 329 90 75 2,382 1,689 551 142

7,473 4,113 3,212 522 163 187 3,678 2,472 1,000 206

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Measurement of the use of services represents those persons receiving a reimbursed service under the original (or fee-for-service) Medicare plan. Amount reimbursed represents payments recorded on fee-for-service claims only and excludes nonbilling reimbursements, such as end-of-year cost settlements and premiums paid to managed care plans. For all years, total enrollment as of July 1 in the original (or fee-for-service) Medicare program as well as those enrolled in alternative prepaid plans, such as Medicare managed care, are shown. Beginning in 2000, data for the original fee-for-service enrollment population are shown separately, as they provide a more accurate population for denominators for computing persons served per 1,000 enrollees and average fee-for-service reimbursement per enrollee. Characterizations of persons enrolled and persons served may differ slightly from those in other tables in this section because of differences in sources and methodology. -- = not available. a. Does not reflect beneficiaries who received covered services, but for whom no program payments were reported. Totals by type of service do not equal the sum of components because one beneficiary may have used several types of services. b. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that, effective January 1998, coverage for the majority of home health services not associated with a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. The HI program will cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to December 1997, home health agency services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund reports. c. Because managed-care plans convert automatically to fee-for-service payment when a beneficiary elects hospice care, hospice service rates are calculated per 1,000 enrollees in both plan types combined. Prior editions of this table presented rates per 1,000 enrollees in fee-for-service plans only. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Aged persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013 Type of coverage and service

1990

1995

2000

2005

2010

2013


30,948 30,464 29,685

33,142 32,742 31,742

34,261 33,841 32,602

35,777 35,407 33,780

39,631 39,283 36,768

43,614 43,285 40,047

29,291 28,954 26,429

30,716 30,411 27,150

26,927 6,857 6,123 1,683 1,508 1,096 26,113 25,764 19,248 1,624

27,390 6,165 5,262 1,670 1,487 1,242 26,977 26,548 20,135 1,664

919 237 211 58 52 28 988 975 728 61

892 203 173 55 49 29 994 978 742 61

267,696 144,671 101,060 24,887 6,399 12,325 123,025 77,559 34,975 10,490

277,639 146,313 100,733 25,481 5,952 14,147 131,326 79,788 41,920 9,617

9,942 21,097 16,504 14,791 4,244 11,250 4,711 3,010 1,817 6,458

10,137 23,734 19,143 15,261 4,002 11,388 4,868 3,005 2,082 5,779


----

----

27,833 27,422 26,174

30,399 30,033 28,402


24,809 6,367 5,906 615 1,818 -24,687 24,193 14,055 38

27,379 7,147 6,148 1,186 3,185 -27,234 26,621 17,597 42

25,486 6,361 5,975 1,390 1,325 514 25,256 24,846 18,159 1,081

a

28,071 7,016 6,455 1,719 1,574 825 27,816 27,468 20,436 1,214

Persons served per 1,000 enrollees Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services c Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

802 209 194 21 60 -832 815 474 1

826 218 188 36 97 -858 839 554 1

916 232 218 51 48 15 965 949 694 41

923 234 215 57 52 23 979 967 720 43


88,778 54,244 48,952 1,886 3,406 -34,533 27,379 7,077 78

138,948 89,631 68,213 7,504 13,914 -49,317 37,069 12,045 203

148,488 87,549 72,041 10,066 2,679 2,763 60,939 44,506 12,588 3,845

227,594 125,993 95,557 17,666 5,333 7,436 101,601 70,111 25,385 6,106


3,578 8,520 8,289 3,068 1,874 -1,399 1,132 503 2,033

5,075 12,542 11,096 6,325 4,368 -1,811 1,392 684 4,862

5,826 13,763 12,057 7,242 2,022 5,375 2,413 1,791 693 3,557

8,108 17,958 14,804 10,277 3,388 9,015 3,653 2,552 1,242 5,030

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Aged persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013—Continued Type of coverage and service

1990

1995

2,869 1,781 1,607 62 112 -1,163 922 238 3

4,193 2,738 2,083 229 425 -1,554 1,168 379 6

2000

2005

2010

2013

9,139 4,997 3,490 860 221 314 4,655 2,935 1,323 397

9,039 4,811 3,312 838 196 327 4,837 2,939 1,544 354

Amount reimbursed per enrollee (dollars) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services c Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

5,335 3,193 2,627 367 98 82 2,328 1,700 481 147

7,487 4,195 3,182 588 178 210 3,577 2,469 894 215

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Measurement of the use of services represents those persons receiving a reimbursed service under the original (or fee-for-service) Medicare plan. Amount reimbursed represents payments recorded on fee-for-service claims only and excludes nonbilling reimbursements, such as end-of-year cost settlements and premiums paid to managed care plans. For all years, total enrollment as of July 1 in the original (or fee-for-service) Medicare program as well as those enrolled in alternative prepaid plans, such as Medicare managed care, are shown. Beginning in 2000, data for the original fee-for-service enrollment population are shown separately, as they provide a more accurate population for denominators for computing persons served per 1,000 enrollees and average fee-for-service reimbursement per enrollee. Characterizations of persons enrolled and persons served may differ slightly from those in other tables in this section because of differences in sources and methodology. -- = not available. a. Does not reflect beneficiaries who received covered services, but for whom no program payments were reported. Totals by type of service do not equal the sum of components because one beneficiary may have used several types of services. b. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that, effective January 1998, coverage for the majority of home health services not associated with a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. The HI program will cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to December 1997, home health agency services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund reports. c. Because managed-care plans convert automatically to fee-for-service payment when a beneficiary elects hospice care, hospice service rates are calculated per 1,000 enrollees in both plan types combined. Prior editions of this table presented rates per 1,000 enrollees in fee-for-service plans only. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B2—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Disabled persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013 Type of coverage and service

1990

1995

2000

2005

2010

2013


3,255 3,255 2,943

4,393 4,393 3,942

5,371 5,370 4,768

6,723 6,722 5,951

8,033 8,032 7,185

8,843 8,842 7,993

6,619 6,619 5,772

6,871 6,870 6,021

5,939 1,410 1,362 157 215 62 5,809 5,651 4,419 258

6,255 1,324 1,263 175 218 73 6,194 6,010 4,791 269

897 213 206 24 32 8 1,007 979 766 45

910 193 184 25 32 8 1,029 998 796 45

63,434 31,553 27,668 2,371 853 661 31,881 17,528 12,598 1,755

68,385 33,120 28,786 2,696 835 803 35,265 18,357 15,258 1,649

10,680 22,377 20,315 15,130 3,975 10,683 5,488 3,102 2,851 6,789

10,932 25,020 22,798 15,444 3,829 11,067 5,693 3,055 3,185 6,133


----

----

4,907 4,907 4,304

6,286 6,285 5,514


2,390 680 644 23 122 -2,365 2,249 1,496 c

3,333 933 844 54 272 -3,299 3,184 2,281 c

4,096 964 942 78 119 27 4,057 3,917 2,870 110

a

5,436 1,291 1,255 128 178 46 5,384 5,241 3,987 156

Persons served per 1,000 enrollees Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services d Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

734 209 198 7 38 -804 764 508 c

759 212 192 12 62 -837 808 579 c

835 196 192 16 24 5 943 910 667 26

865 205 200 20 28 7 976 950 723 28


11,239 6,694 6,346 85 264 -4,545 2,831 1,714 c

21,024 12,752 11,079 374 1,300 -8,272 4,888 3,384 c

25,773 14,114 13,156 555 239 164 11,660 6,968 4,198 493

46,550 23,399 21,091 1,297 583 428 23,151 13,727 8,547 877


4,703 9,847 9,849 3,702 2,156 -1,922 1,259 1,146 c

6,308 13,666 13,126 6,959 4,777 -2,507 1,535 1,483 c

6,292 14,641 13,966 7,115 2,008 6,074 2,874 1,779 1,463 4,482

8,563 18,124 16,808 10,127 3,280 9,223 4,229 2,619 2,144 5,631

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B2—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Disabled persons enrolled, served, and amount reimbursed, by type of coverage and service, selected years 1990–2013—Continued Type of coverage and service

1990

1995

3,453 2,057 1,950 26 81 -1,544 962 582 c

4,786 2,903 2,522 85 296 -2,098 1,240 858 c

2000

2005

2010

2013

9,583 4,767 4,180 358 129 82 5,524 3,037 2,183 304

9,953 4,821 4,190 392 121 91 5,857 3,049 2,534 274

Amount reimbursed per enrollee (dollars) Hospital Insurance and/or Supplementary Medical Insurance Hospital Insurance Inpatient hospital Skilled nursing services b Home health services d Hospice services Supplementary Medical Insurance Physicians' and other medical services Outpatient services b Home health services

5,252 2,876 2,681 113 49 30 2,709 1,619 975 115

7,405 3,723 3,356 206 93 64 4,199 2,489 1,550 159

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Measurement of the use of services represents those persons receiving a reimbursed service under the original (or fee-for-service) Medicare plan. Amount reimbursed represents payments recorded on fee-for-service claims only and excludes nonbilling reimbursements, such as end-of-year cost settlements and premiums paid to managed care plans. For all years, total enrollment as of July 1 in the original (or fee-for-service) Medicare program as well as those enrolled in alternative prepaid plans, such as Medicare managed care, are shown. Beginning in 2000, data for the original fee-for-service enrollment population are shown separately, as they provide a more accurate population for denominators for computing persons served per 1,000 enrollees and average fee-for-service reimbursement per enrollee. Characterizations of persons enrolled and persons served may differ slightly from those in other tables in this section because of differences in sources and methodology. -- = not available. a. Does not reflect beneficiaries who received covered services, but for whom no program payments were reported. Totals by type of service do not equal the sum of components because one beneficiary may have used several types of services. b. The Balanced Budget Act of 1997, enacted on August 5, 1997, specified that, effective January 1998, coverage for the majority of home health services not associated with a hospital or skilled nursing facility will be transferred from the Hospital Insurance (HI) program to the Supplementary Medical Insurance (SMI) program. The HI program will cover the first 100 home health agency visits following a hospital or skilled nursing facility stay of at least 3 days. From July 1981 to December 1997, home health agency services were almost exclusively provided by the HI program. For more information, refer to the 1998 HI and SMI trust fund reports. c. Sample population too small to yield valid calculated results. d. Because managed-care plans convert automatically to fee-for-service payment when a beneficiary elects hospice care, hospice service rates are calculated per 1,000 enrollees in both plan types combined. Prior editions of this table presented rates per 1,000 enrollees in fee-for-service plans only. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B3a—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care enrollees aged 65 or older, by census division and state or other area, July 1, 2000–2014, selected years (in thousands) 2000

2010

Total

Fee for service

Managed care

34,247 33,540

27,840 27,137

New England Connecticut Maine Massachusetts New Hampshire Rhode Island Vermont

1,836 457 180 828 147 148 76

Middle Atlantic New Jersey New York Pennsylvania

2013

Total

Fee for service

Managed care

6,407 6,403

39,631 38,742

29,291 28,736

1,449 356 178 601 145 94 76

387 101 2 227 2 54 (F)

1,996 489 209 875 183 149 91

5,263 1,067 2,334 1,863

4,078 905 1,871 1,302

1,186 162 463 561

East North Central Illinois Indiana Michigan Ohio Wisconsin

5,541 1,435 735 1,201 1,478 693

4,948 1,263 703 1,128 1,206 649

West North Central Iowa Kansas Minnesota Missouri Nebraska North Dakota South Dakota

2,518 426 347 582 736 227 93 106

South Atlantic Delaware District of Columbia Florida Georgia Maryland North Carolina South Carolina Virginia West Virginia

2014

Total

Fee for service

Managed care

Total

Fee for service

Managed care

10,340 10,006

43,614 42,636

30,716 30,135

12,897 12,500

45,073 44,072

30,961 30,373

14,112 13,699

1,595 393 178 679 167 91 87

401 96 31 196 16 58 5

2,175 525 231 954 204 159 102

1,707 395 182 749 190 97 93

468 130 49 205 14 62 8

2,236 536 239 981 212 163 105

1,737 399 183 765 195 98 97

499 136 57 216 17 65 9

5,560 1,146 2,499 1,915

3,841 997 1,693 1,151

1,720 149 806 764

5,955 1,234 2,687 2,034

3,961 1,035 1,727 1,200

1,994 199 961 834

6,092 1,262 2,751 2,078

3,999 1,066 1,715 1,217

2,093 196 1,036 861

593 172 32 73 272 43

6,092 1,564 827 1,344 1,586 771

4,721 1,406 684 1,103 1,002 526

1,370 158 143 240 583 246

6,576 1,684 894 1,457 1,703 838

4,733 1,489 692 1,014 1,005 533

1,843 195 202 443 699 305

6,757 1,726 920 1,499 1,749 863

4,647 1,402 703 995 1,013 535

2,110 324 217 504 736 328

2,252 410 319 496 612 217 92 106

266 16 28 86 124 10 1 1

2,753 446 366 674 812 240 95 119

2,101 384 324 361 625 211 87 109

652 62 42 312 187 29 8 10

2,958 472 392 738 873 256 99 128

2,128 402 339 328 642 225 85 108

830 70 53 410 231 31 15 20

3,039 483 403 761 896 263 102 132

2,147 410 346 321 644 232 85 109

892 73 57 440 252 31 16 23

6,430 98 65 2,507 752 571 941 464 762 270

5,510 93 59 1,815 702 504 897 463 730 247

920 5 6 692 50 67 44 2 32 23

7,802 124 65 2,911 990 673 1,190 615 947 286

6,087 120 58 2,015 766 617 968 519 812 213

1,715 5 7 896 224 56 222 97 135 74

8,733 141 70 3,230 1,134 749 1,341 702 1,061 307

6,503 131 61 2,055 823 683 1,056 567 905 222

2,231 10 8 1,175 311 66 285 135 156 85

9,076 147 71 3,355 1,185 775 1,393 734 1,100 315

6,519 136 62 2,076 834 705 973 581 928 223

2,557 11 9 1,279 351 70 420 153 172 92

East South Central Alabama Kentucky Mississippi Tennessee

2,061 558 491 330 682

1,930 507 460 325 638

131 51 31 5 44

2,410 639 566 372 833

1,933 505 470 336 623

477 134 97 36 210

2,637 695 617 404 921

2,002 542 458 353 648

635 152 160 50 273

2,722 716 637 415 954

2,029 552 465 360 652

693 164 172 55 302

West South Central Arkansas Louisiana Oklahoma Texas

3,276 359 497 438 1,982

2,754 342 404 388 1,620

522 17 93 50 362

3,930 406 539 488 2,497

3,160 350 399 412 2,000

770 56 140 77 497

4,363 435 587 525 2,816

3,253 360 421 436 2,036

1,110 75 166 88 780

4,522 446 606 538 2,932

3,301 365 424 446 2,065

1,222 81 182 92 867

Census division and state or area Total All areas United States a

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B3a—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care enrollees aged 65 or older, by census division and state or other area, July 1, 2000–2014, selected years (in thousands)—Continued 2000

2010

Total

Fee for service

Managed care

Mountain Arizona Colorado Idaho Montana Nevada New Mexico Utah Wyoming

1,914 596 403 145 119 212 200 183 57

1,400 371 253 129 118 139 159 176 56

Pacific Alaska California Hawaii Oregon Washington

4,692 35 3,430 151 433 643

Census division and state or area

2014

2013

Total

Fee for service

Managed care

Total

Fee for service

Managed care

Total

Fee for service

Managed care

514 225 151 16 (F) 73 41 7 2

2,530 788 535 193 144 304 256 242 69

1,715 506 345 133 117 206 187 157 64

815 282 189 60 27 98 69 85 5

2,883 897 620 219 160 354 285 273 76

1,937 574 392 149 134 238 197 181 73

946 323 228 70 26 116 89 91 3

3,016 939 650 228 166 372 296 285 79

2,007 599 405 152 137 247 201 189 76

1,009 340 245 76 29 125 96 95 3

2,808 35 1,947 98 260 468

1,884 (F) 1,483 53 173 175

5,665 54 4,081 184 527 818

3,580 53 2,528 104 297 598

2,085 1 1,552 80 231 221

6,354 63 4,563 205 594 929

3,911 63 2,756 109 332 651

2,443 1 1,807 96 262 278

6,609 67 4,739 213 620 971

3,986 66 2,795 113 339 673

2,623 1 1,944 100 281 298

9

8

1

3

3

(F)

3

2

(F)

3

2

(F)

Outlying areas Puerto Rico U.S. Virgin Islands Other

401 9 9

400 9 9

1 (F) (F)

506 14 14

175 14 14

331 (F) (F)

551 16 16

158 16 16

392 (F) (F)

563 17 17

155 17 17

408 (F) (F)

Foreign countries

288

285

3

355

352

3

392

388

4

404

400

4

Unknown

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Characterization of persons enrolled may differ slightly from that in other tables on enrollment, and in prior editions of this table, because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. (F) = fewer than 500. a. Includes enrollees with unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B3b—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care disabled enrollees, by census division and state or other area, July 1, 2000–2014, selected years (in thousands) 2000

2010

Total

Fee for service

Managed care

5,373 5,219

4,913 4,759


284 57 36 131 23 24 13


2013

Total

Fee for service

Managed care

460 459

8,033 7,847

6,619 6,540

265 53 36 120 23 20 13

19 4 (F) 11 (F) 4 (F)

415 78 56 186 41 34 20

729 133 366 230

655 124 334 197

73 9 31 33


823 195 117 200 221 90

773 180 114 193 199 88


339 50 43 72 124 26 10 13

2014

Total

Fee for service

Managed care

Total

Fee for service

Managed care

1,414 1,307

8,843 8,638

6,871 6,795

1,972 1,843

8,983 8,777

6,770 6,698

2,213 2,079

390 70 54 179 39 29 20

25 8 2 7 2 5 (F)

451 83 60 204 46 36 22

417 71 56 195 44 30 21

34 12 4 9 2 6 1

458 84 60 208 47 37 22

403 70 55 180 45 30 22

55 13 4 28 2 7 1

1,039 181 490 368

819 163 392 264

220 18 98 104

1,124 197 524 403

838 163 394 281

286 33 130 122

1,137 200 527 411

839 169 385 285

298 31 142 125

50 15 3 7 23 2

1,216 276 179 307 315 139

1,080 256 158 279 269 118

136 20 21 29 46 21

1,354 298 200 348 352 156

1,141 270 167 294 283 126

213 27 33 53 70 30

1,377 300 204 354 359 160

1,116 251 169 292 278 126

261 49 36 62 81 34

324 49 42 70 115 26 10 13

14 1 2 1 10 1 (F) (F)

513 71 66 112 192 39 14 18

456 66 61 97 168 35 13 17

57 6 5 15 24 4 1 1

563 77 73 124 213 42 15 19

483 69 66 106 174 36 14 18

81 8 7 18 39 6 1 2

573 78 74 127 217 42 15 19

485 70 66 107 174 37 14 18

88 8 8 20 44 6 1 2

1,082 15 10 316 167 75 195 105 133 67

998 14 9 253 161 70 191 105 130 64

84 (F) (F) 63 6 5 4 (F) 3 3

1,606 25 13 463 246 112 300 159 194 95

1,325 24 12 343 207 104 258 131 162 82

281 1 1 120 38 8 42 27 31 13

1,774 27 15 527 277 127 322 173 208 97

1,365 25 14 349 214 117 264 130 170 82

409 2 1 178 63 10 58 43 38 15

1,810 27 15 545 284 130 327 176 211 96

1,342 25 14 346 209 119 256 127 165 80

468 2 1 199 74 10 71 49 46 16


498 128 132 89 149

482 119 128 88 146

16 9 4 (F) 3

750 206 193 125 225

616 159 167 113 175

134 47 26 12 50

817 227 208 133 249

628 169 175 115 169

189 58 33 18 79

826 231 209 134 252

619 168 172 115 164

207 63 37 19 88


541 80 104 70 288

492 78 92 65 256

50 2 12 4 31

892 126 147 115 504

743 106 124 101 412

149 20 23 14 92

999 137 164 126 572

776 106 131 108 431

222 31 32 18 141

1,015 138 166 127 584

768 106 130 109 423

247 32 36 18 161



(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B3b—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care disabled enrollees, by census division and state or other area, July 1, 2000–2014, selected years (in thousands)—Continued 2000

2010

Total

Fee for service

Managed care


286 85 65 21 18 31 34 24 8

240 62 53 20 18 24 31 23 8


636 7 464 15 58 93


Unknown Outlying areas Puerto Rico U.S. Virgin Islands Other Foreign countries

2014

2013

Total

Fee for service

Managed care

Total

Fee for service

Managed care

Total

Fee for service

Managed care

46 24 11 1 (F) 7 3 (F) (F)

457 142 90 37 26 53 57 41 11

342 88 70 30 22 42 48 31 11

115 54 20 7 3 10 9 10 1

511 155 103 42 28 61 63 48 12

361 86 77 33 24 47 50 32 12

150 69 26 9 4 14 13 15 (F)

523 157 105 43 29 63 65 49 13

361 85 77 33 25 47 49 33 12

162 72 28 10 4 15 16 16 (F)

529 7 378 14 46 84

107 (F) 86 1 11 9

958 12 676 22 94 154

769 12 544 17 66 131

189 (F) 133 6 27 23

1,045 13 731 24 105 171

786 13 552 15 73 132

259 (F) 179 10 32 39

1,058 13 737 24 107 176

765 13 530 14 74 134

293 (F) 207 10 33 42

1

1

(F)

(F)

(F)

(F)

(F)

(F)

(F)

(F)

(F)

(F)

136 1 2

136 1 2

(F) (F) (F)

164 2 3

58 2 3

107 (F) (F)

181 2 4

53 2 3

129 (F) (F)

183 2 4

50 2 4

134 (F) (F)

15

15

(F)

17

16

(F)

17

17

(F)

17

17

(F)

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Characterization of persons enrolled may differ slightly from that in other tables on enrollment, and in prior editions of this table, because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. (F) = fewer than 500. a. Includes enrollees with unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B3c—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care enrollees, by census division and state or other area, July 1, 2000–2014, selected years (in thousands) 2000

2010

Total

Fee for service

Managed care

39,620 38,759

32,753 31,896


2,120 514 217 958 170 172 89


2013

Total

Fee for service

Managed care

6,867 6,863

47,664 46,588

35,910 35,276

1,714 409 214 721 167 114 89

405 105 2 237 3 58 (F)

2,411 568 265 1,061 223 183 112

5,992 1,200 2,699 2,093

4,733 1,029 2,206 1,498

1,259 170 494 595


6,364 1,630 852 1,401 1,699 783

5,722 1,443 816 1,320 1,405 737


2,857 476 390 654 861 253 103 119


2014

Total

Fee for service

Managed care

Total

Fee for service

Managed care

11,754 11,313

52,456 51,274

37,587 36,931

14,869 14,343

54,056 52,849

37,731 37,071

16,325 15,778

1,985 463 231 858 206 120 107

427 104 33 203 18 63 5

2,626 608 291 1,158 250 196 124

2,124 466 238 944 234 127 115

502 142 53 214 16 69 9

2,694 619 299 1,189 259 200 128

2,140 470 238 946 240 128 118

554 150 61 244 19 71 9

6,599 1,327 2,988 2,283

4,659 1,160 2,085 1,415

1,939 167 904 869

7,078 1,430 3,211 2,437

4,799 1,198 2,120 1,481

2,279 232 1,091 956

7,229 1,462 3,278 2,489

4,838 1,235 2,100 1,502

2,391 227 1,178 987

643 187 35 80 295 46

7,308 1,839 1,006 1,651 1,901 911

5,801 1,662 842 1,382 1,271 644

1,506 178 164 269 629 267

7,930 1,982 1,094 1,805 2,055 994

5,874 1,759 860 1,309 1,287 659

2,056 222 234 496 768 335

8,134 2,026 1,124 1,853 2,108 1,023

5,764 1,654 871 1,287 1,291 661

2,370 372 253 566 817 362

2,576 459 360 566 727 243 102 119

281 17 30 88 133 11 1 1

3,265 517 433 786 1,004 279 109 137

2,557 449 385 458 793 246 100 125

709 68 48 328 211 34 9 11

3,522 549 465 862 1,086 298 114 147

2,611 471 405 434 816 261 98 126

911 78 60 428 270 37 16 22

3,612 561 477 888 1,113 306 117 152

2,632 480 413 427 818 269 99 127

980 81 64 460 295 37 17 25

7,512 112 75 2,823 918 646 1,136 570 895 337

6,508 107 68 2,068 863 574 1,088 568 860 312

1,004 5 7 754 56 72 48 2 35 26

9,408 149 78 3,375 1,236 785 1,490 774 1,141 382

7,412 144 70 2,359 973 721 1,225 650 974 295

1,997 6 8 1,016 262 64 265 124 166 87

10,507 168 84 3,757 1,411 876 1,663 875 1,269 404

7,868 156 75 2,404 1,037 800 1,320 697 1,075 304

2,639 12 9 1,353 374 76 343 178 194 100

10,886 175 87 3,900 1,469 905 1,719 910 1,311 411

7,861 161 76 2,422 1,044 825 1,229 708 1,092 303

3,026 14 10 1,478 425 80 490 202 219 108


2,559 686 623 419 831

2,411 626 588 413 784

147 60 35 6 47

3,160 845 760 497 1,058

2,549 664 637 450 798

611 181 123 48 260

3,454 922 826 537 1,170

2,630 711 633 468 818

824 211 193 68 352

3,548 947 846 549 1,206

2,648 720 637 475 816

900 227 209 74 390


3,817 439 601 508 2,269

3,246 420 496 453 1,876

571 19 105 54 393

4,823 531 687 603 3,001

3,903 456 524 512 2,412

919 76 163 91 589

5,361 572 751 650 3,388

4,029 466 552 544 2,467

1,332 106 199 106 922

5,537 584 772 665 3,516

4,068 471 554 555 2,488

1,469 113 219 110 1,027


(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B3c—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of fee-for-service and managed care enrollees, by census division and state or other area, July 1, 2000–2014, selected years (in thousands)—Continued 2000

2010

Total

Fee for service

Managed care


2,200 681 468 166 137 243 234 206 65

1,640 433 306 149 136 163 190 199 64


5,328 42 3,894 165 491 736


2014

2013

Total

Fee for service

Managed care

Total

Fee for service

Managed care

Total

Fee for service

Managed care

560 248 162 17 1 80 44 7 2

2,987 930 625 230 170 357 313 283 80

2,057 594 415 163 139 249 235 188 75

930 336 209 67 30 108 79 96 5

3,395 1,051 722 261 188 414 349 320 89

2,298 660 469 181 159 284 246 214 85

1,096 392 253 79 30 130 102 107 4

3,539 1,096 755 271 195 435 361 333 92

2,368 684 482 186 161 295 250 222 88

1,171 412 273 86 34 140 111 111 4

3,337 42 2,325 111 307 553

1,991 (F) 1,569 54 184 183

6,623 66 4,757 206 621 972

4,349 65 3,072 121 363 728

2,274 1 1,685 86 258 244

7,400 76 5,294 230 700 1,100

4,697 75 3,308 124 406 784

2,703 1 1,986 106 294 316

7,666 80 5,476 237 728 1,146

4,751 79 3,325 127 413 806

2,916 1 2,150 110 314 340

10

9

1

4

3

(F)

3

3

(F)

3

3

(F)

Outlying areas Puerto Rico U.S. Virgin Islands Other

537 10 11

536 10 11

1 (F) (F)

670 16 17

233 16 17

438 (F) (F)

732 18 20

211 18 19

521 (F) (F)

747 19 21

205 19 20

542 (F) (F)

Foreign countries

303

300

3

372

369

3

409

405

4

421

417

5

Unknown

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Characterization of persons enrolled may differ slightly from that in other tables on enrollment because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. (F) = fewer than 500. a. Includes enrollees with unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B4—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of enrollees aged 65 or older, by program, age, sex, and race, July 1, 2000–2014, selected years (in thousands)

Age, sex, and race

Total

2000

2010

2013

Fee for Managed service care



Total

Total

2014 Total


Hospital Insurance and/or Supplementary Medical Insurance Total

34,247

27,840

6,407

39,631

29,291

10,340

43,614

30,716

12,897

45,073

30,961

14,112

Age 65–69 70–74 75–79 80–84 85 or older

9,166 8,609 7,284 4,868 4,320

7,360 6,878 5,902 4,010 3,690

1,806 1,731 1,381 859 630

12,096 9,138 7,169 5,617 5,612

9,046 6,602 5,146 4,145 4,352

3,050 2,536 2,023 1,472 1,259

14,121 10,431 7,526 5,592 5,945

10,224 7,068 5,135 3,887 4,402

3,897 3,363 2,391 1,704 1,543

14,825 10,875 7,751 5,581 6,040

10,544 7,151 5,142 3,765 4,360

4,282 3,724 2,609 1,817 1,680

14,109 20,138

11,421 16,419

2,688 3,719

17,167 22,464

12,770 16,521

4,398 5,943

19,192 24,421

13,680 17,036

5,512 7,385

19,910 25,163

13,888 17,073

6,022 8,090

29,752 2,720 1,682

24,251 2,204 1,305

5,502 516 377

33,581 3,330 2,624

25,020 2,332 1,857

8,561 999 767

36,448 3,728 3,059

25,937 2,456 2,024

10,512 1,272 1,035

37,428 3,895 3,232

26,031 2,472 2,059

11,396 1,423 1,174

42 494 710 436 92

39 386 555 324 81

3 108 155 112 12

143 848 884 749 95

124 632 584 516 82

18 216 301 232 13

161 1,006 1,003 888 379

139 694 611 580 300

22 312 393 308 78

168 1,073 1,054 938 518

143 709 609 598 399

25 364 445 340 119

Total

33,827

27,429

6,398

39,283

28,954

10,330

43,285

30,411

12,874

44,740

30,654

14,087

Age 65–69 70–74 75–79 80–84 85 or older

9,074 8,505 7,188 4,805 4,256

7,269 6,776 5,809 3,947 3,627

1,804 1,729 1,379 857 629

12,000 9,063 7,106 5,564 5,551

8,954 6,529 5,085 4,093 4,293

3,047 2,534 2,021 1,470 1,258

14,030 10,360 7,466 5,544 5,885

10,143 7,003 5,079 3,843 4,344

3,887 3,357 2,387 1,702 1,540

14,729 10,805 7,691 5,535 5,980

10,458 7,086 5,086 3,721 4,303

4,272 3,718 2,605 1,814 1,677

13,976 19,851

11,291 16,138

2,685 3,713

17,054 22,230

12,660 16,293

4,394 5,936

19,083 24,202

13,580 16,831

5,503 7,371

19,798 24,942

13,786 16,867

6,012 8,075

29,565 2,668 1,508

24,068 2,153 1,133

5,497 515 374

33,444 3,283 2,469

24,889 2,287 1,703

8,554 997 766

36,316 3,683 2,924

25,823 2,414 1,890

10,493 1,269 1,034

37,294 3,848 3,101

25,917 2,429 1,928

11,377 1,420 1,172

40 406 656 405 87

37 300 502 294 75

3 106 154 111 12

140 769 837 724 87

121 553 537 492 74

18 215 300 232 13

157 933 960 873 362

135 622 567 566 284

22 311 393 308 78

164 1,001 1,012 924 497

139 638 567 585 380

25 363 445 340 118

Sex Men Women Race White Black All other races American Indian or Alaska Native Asian or Pacific Islander Hispanic Other Unknown

Hospital Insurance


(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B4—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of enrollees aged 65 or older, by program, age, sex, and race, July 1, 2000–2014, selected years (in thousands)—Continued

Age, sex, and race

Total

2000

2010

2013




Total

Total

2014 Total


Supplementary Medical Insurance Total

32,585

26,178

6,407

36,768

26,429

10,340

40,047

27,150

12,897

41,358

27,247

14,112

Age 65–69 70–74 75–79 80–84 85 or older

8,330 8,256 7,087 4,780 4,131

6,525 6,525 5,705 3,922 3,501

1,806 1,731 1,381 859 630

10,382 8,625 6,919 5,474 5,368

7,332 6,089 4,896 4,002 4,109

3,050 2,536 2,023 1,472 1,259

11,930 9,741 7,256 5,433 5,688

8,033 6,378 4,865 3,729 4,145

3,897 3,363 2,391 1,704 1,543

12,547 10,139 7,469 5,419 5,785

8,265 6,414 4,860 3,602 4,105

4,282 3,724 2,609 1,817 1,680

13,203 19,382

10,515 15,663

2,688 3,719

15,579 21,189

11,182 15,247

4,397 5,943

17,186 22,861

11,674 15,476

5,512 7,385

17,806 23,553

11,784 15,463

6,022 8,090

28,428 2,543 1,542

22,927 2,027 1,164

5,502 516 377

31,316 3,061 2,327

22,755 2,062 1,560

8,561 998 767

33,669 3,405 2,685

23,157 2,133 1,650

10,512 1,272 1,035

34,557 3,557 2,839

23,161 2,134 1,665

11,396 1,423 1,174

39 470 665 368 71

36 362 510 257 60

3 108 155 112 12

128 766 799 635 64

109 550 498 402 51

18 216 301 232 13

141 896 897 752 288

119 584 504 443 210

22 312 393 308 78

147 953 943 796 406

122 589 498 456 287

25 364 445 340 119


SOURCE: Centers for Medicare & Medicaid Services. NOTES: Characterization of beneficiaries as to Medicare status and demographic categories may differ from that in other tables on enrollment, and in prior editions of this table, because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B5—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of enrollees under age 65 who are disabled or have end-stage renal disease (ESRD), by program, age, sex, and race, July 1, 2000–2014, selected years (in thousands)

Age, sex, and race

Total

2000

2010

2013




Total

Total

2014 Total


Hospital Insurance and/or Supplementary Medical Insurance Total

5,373

4,913

460

8,033

6,619

1,414

8,843

6,871

1,972

8,983

6,770

2,213

Age Under 35 35–44 45–54 55–64

522 1,130 1,627 2,094

505 1,068 1,501 1,840

18 62 126 254

711 1,154 2,477 3,691

649 1,008 2,075 2,887

62 145 402 803

795 1,201 2,575 4,273

702 1,003 2,037 3,128

92 198 538 1,144

793 1,201 2,548 4,442

683 978 1,960 3,148

109 223 588 1,294

Sex Men Women

3,017 2,356

2,772 2,141

245 215

4,193 3,840

3,511 3,108

682 732

4,591 4,251

3,640 3,231

952 1,020

4,646 4,337

3,578 3,191

1,067 1,146

3,994 1,008 356

3,641 933 327

353 74 32

5,799 1,560 646

4,781 1,301 513

1,019 259 133

6,263 1,763 752

4,888 1,372 559

1,375 391 193

6,330 1,801 778

4,813 1,345 553

1,517 456 225

23 41 201 90 15

22 38 182 83 14

1 4 19 7 1

66 100 337 143 28

61 84 257 111 24

5 16 80 31 4

75 121 421 135 65

68 96 297 98 52

8 25 124 36 13

77 126 446 129 75

69 96 297 91 58

8 30 148 38 16

Race White Black All other races American Indian or Alaska Native Asian or Pacific Islander Hispanic Other Unknown

Hospital Insurance Total

5,372

4,913

460

8,032

6,619

1,414

8,842

6,870

1,972

8,983

6,769

2,213

Age Under 35 35–44 45–54 55–64

522 1,129 1,627 2,093

504 1,068 1,501 1,840

18 62 126 254

711 1,154 2,477 3,690

649 1,008 2,075 2,887

62 145 402 803

795 1,201 2,575 4,272

702 1,003 2,037 3,128

92 198 538 1,144

793 1,201 2,548 4,442

683 978 1,960 3,148

109 223 588 1,294

Sex Men Women

3,017 2,356

2,772 2,141

245 215

4,193 3,840

3,511 3,108

682 732

4,591 4,251

3,639 3,231

952 1,020

4,645 4,337

3,578 3,191

1,067 1,146

3,994 1,008 356

3,641 933 325

353 74 31

5,799 1,560 646

4,780 1,301 513

1,019 259 133

6,263 1,763 752

4,888 1,371 559

1,375 391 193

6,329 1,800 778

4,813 1,345 553

1,517 456 225

23 41 201 90 15

22 38 182 83 14

1 4 19 7 1

66 100 337 143 28

61 84 257 111 24

5 16 80 31 4

75 121 421 135 65

68 96 297 98 52

8 25 124 36 13

77 126 446 129 75

69 96 297 91 58

8 30 148 38 16


(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B5—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of enrollees under age 65 who are disabled or have end-stage renal disease (ESRD), by program, age, sex, and race, July 1, 2000–2014, selected years (in thousands)—Continued

Age, sex, and race

Total

2000

2010

2013




Total

Total

2014 Total


Supplementary Medical Insurance Total

4,775

4,315

460

7,185

5,772

1,413

7,993

6,021

1,972

8,152

5,938

2,213

Age Under 35 35–44 45–54 55–64

467 998 1,422 1,887

449 937 1,296 1,633

18 62 126 254

647 1,028 2,211 3,299

585 883 1,808 2,496

62 145 402 803

728 1,082 2,322 3,861

635 884 1,784 2,717

92 198 538 1,144

727 1,086 2,305 4,033

618 863 1,717 2,740

109 223 588 1,294

Sex Men Women

2,667 2,107

2,423 1,892

245 215

3,701 3,485

3,019 2,753

682 732

4,095 3,898

3,144 2,877

952 1,020

4,163 3,988

3,096 2,843

1,067 1,146

3,539 918 305

3,186 843 274

353 74 31

5,167 1,423 570

4,149 1,165 438

1,018 259 133

5,644 1,621 671

4,269 1,230 478

1,374 391 193

5,727 1,661 697

4,211 1,206 473

1,517 456 225

21 36 176 71 13

20 33 157 64 12

1 4 19 7 1

60 87 301 122 24

55 72 220 91 20

5 16 80 31 4

68 107 379 118 57

61 81 255 81 44

8 25 124 36 13

70 112 403 113 66

61 82 254 75 50

8 30 148 38 16


SOURCE: Centers for Medicare & Medicaid Services. NOTES: Characterization of beneficiaries as to Medicare status and demographic categories may differ from that in other tables on enrollment, and in prior editions of this table, because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B5.1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Home health agency covered visits and program payments, by census division and state or other area, selected years 2000–2013 2000

Census division and state or area Total All areas United States

Total visits (thousands)

2010

Program Program payments (thousands payments per of dollars) visit (dollars)


2013




90,566 87,641

7,215,958 6,995,748

80 80

126,063 124,602

19,407,218 19,168,082

154 154

117,421 115,693

17,931,095 17,656,836

153 153

6,953 1,696 664 3,328 504 393 368

511,226 120,602 47,095 253,132 36,257 32,720 21,418

74 71 71 76 72 83 58

7,198 1,900 453 3,701 521 325 297

1,027,785 251,504 75,876 520,842 84,875 54,699 39,989

143 132 167 141 163 168 135

6,809 1,798 452 3,332 552 392 283

1,044,529 245,995 73,561 532,964 89,230 62,275 40,505

153 137 163 160 162 159 143


12,446 2,274 5,983 4,190

1,066,579 203,145 510,094 353,341

86 89 85 84

12,114 2,251 6,339 3,524

1,815,857 405,510 829,649 580,697

150 180 131 165

12,562 2,185 6,666 3,712

1,757,010 396,289 784,049 576,673

140 181 118 155


11,615 3,112 1,464 3,436 2,713 891

996,673 278,001 112,768 311,343 223,430 71,131

86 89 77 91 82 80

18,053 6,483 2,147 4,772 3,846 805

3,158,933 1,248,999 330,697 886,909 561,021 131,307

175 193 154 186 146 163

16,943 6,309 1,980 4,013 3,802 839

2,757,269 1,120,544 288,058 694,902 517,820 135,945

163 178 145 173 136 162


3,884 602 515 525 1,651 318 140 134

297,355 39,847 38,056 40,350 134,144 25,063 9,814 10,083

77 66 74 77 81 79 70 75

4,201 602 691 673 1,693 359 87 97

674,453 83,367 101,393 117,078 285,034 59,337 12,226 16,019

161 138 147 174 168 165 140 166

4,340 678 745 779 1,572 380 76 110

673,308 92,959 104,186 133,913 254,933 60,859 10,490 15,969

155 137 140 172 162 160 138 146


17,603 222 154 7,032 2,568 1,046 2,533 1,412 2,030 606

1,434,967 18,759 13,859 576,519 197,327 95,980 209,226 118,278 157,804 47,215

82 85 90 82 77 92 83 84 78 78

27,755 265 156 16,660 2,734 1,192 2,550 1,338 2,322 539

4,147,843 45,588 28,775 2,207,943 453,869 237,129 453,949 243,074 386,851 90,665

149 172 185 133 166 199 178 182 167 168

26,061 308 158 14,401 2,557 1,416 2,625 1,314 2,647 633

3,959,171 52,122 25,779 2,098,625 385,600 255,800 424,153 212,819 408,421 95,853

152 169 163 146 151 181 162 162 154 151


10,424 2,466 1,916 2,514 3,529

708,458 163,019 135,941 159,346 250,152

68 66 71 63 71

10,618 2,486 2,005 2,425 3,702

1,654,875 380,656 314,962 377,257 581,999

156 153 157 156 157

9,357 2,355 1,839 2,221 2,941

1,344,861 328,954 267,868 319,888 428,151

144 140 146 144 146


15,305 1,103 4,081 2,354 7,767

1,062,985 70,205 261,901 149,916 580,964

69 64 64 64 75

31,520 1,356 4,238 4,100 21,825

4,314,530 172,533 606,968 522,018 3,012,978

137 127 143 127 138

25,289 1,194 3,477 3,525 17,092

3,485,421 151,388 473,054 439,770 2,421,209

138 127 136 125 142


(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B5.1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Home health agency covered visits and program payments, by census division and state or other area, selected years 2000–2013—Continued 2000



2010



2013





3,188 497 725 258 208 309 390 680 120

257,608 43,124 59,239 22,771 16,200 27,152 30,327 50,606 8,190

81 87 82 88 78 88 78 74 68

4,600 792 963 331 147 755 568 951 93

726,129 148,499 152,620 50,791 24,962 135,272 87,315 112,815 13,857

158 188 158 153 170 179 154 119 150

4,939 904 1,008 409 137 835 572 951 122

738,885 159,894 147,076 57,876 21,785 145,189 84,250 106,645 16,170

150 177 146 141 159 174 147 112 132


6,222 39 5,031 84 399 669

659,896 5,145 529,250 8,980 45,225 71,296

106 132 105 107 113 107

8,543 54 7,168 46 413 862

1,647,677 11,688 1,350,065 11,042 89,148 185,733

193 217 188 240 216 215

9,393 51 7,915 46 475 906

1,896,382 10,719 1,598,194 10,373 93,383 183,713

202 208 202 224 197 203

Outlying areas a

2,926

220,210

75

1,461

239,136

164

1,728

274,258

159

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Medicare program payments represent fee-for-service only and exclude amounts paid for managed care services. With the implementation of the home health agency prospective payment system, beginning October 1, 2000, program payments are associated with episodes and not with individual visits. Totals do not necessarily equal the sum of rounded components. Statistics are subject to sampling error. a. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B8.2—Medicare Part A (Hospital Insurance): Short-stay hospital discharges, days of care per discharge, and program payments, by census division and state or other area, selected years 2000–2013 2000


Days Total dis- per discharges a charge

Program payments (thousands of dollars)

11,719,960 11,574,200

6.0 6.0

81,230,259 80,769,047

563,305 125,295 69,740 257,720 46,970 37,325 26,255

5.8 6.2 5.6 5.7 5.6 6.2 5.7


1,747,960 380,730 750,130 617,100

East North Central Illinois Indiana Michigan Ohio Wisconsin West North Central Iowa Kansas Minnesota Missouri Nebraska North Dakota South Dakota

2010 Program payments per discharge (dollars) b



2013 Program payments per discharge (dollars) b


Program payments per discharge (dollars) b

5.4 116,433,768 5.4 116,146,810

11,090 11,105


6,971 12,340,835 7,019 12,284,510

5.4 116,852,409 5.4 116,558,944

4,365,878 1,097,034 434,302 2,035,018 334,202 276,771 188,547

7,797 8,807 6,239 7,952 7,167 7,449 7,237

661,465 165,520 59,695 322,725 49,645 42,740 21,140

5.3 5.6 5.1 5.2 5.2 5.9 5.3

6,721,080 1,749,223 560,261 3,232,388 500,856 398,337 280,014

10,273 10,687 9,458 10,133 10,165 9,453 13,391

579,425 139,921 53,203 278,759 51,356 35,124 21,062

5.4 5.9 5.1 5.3 5.3 5.5 5.5

6,983,099 1,780,623 551,351 3,383,126 582,340 398,599 287,062

12,296 12,914 10,567 12,402 11,545 11,725 13,912

7.3 7.5 8.2 6.1

14,864,554 3,384,886 7,155,309 4,324,358

8,569 8,983 9,625 7,036

1,852,945 423,905 828,675 600,365

6.2 5.9 6.7 5.6

18,772,529 4,427,211 9,358,190 4,987,128

10,306 10,565 11,478 8,494

1,484,742 361,929 648,149 474,664

6.1 5.8 6.7 5.5

17,904,222 4,151,613 8,828,785 4,923,823

12,305 11,750 13,906 10,548

2,118,675 580,250 291,380 468,095 538,445 240,505

5.7 5.7 5.7 6.1 5.6 5.4

14,097,236 3,840,706 1,796,295 3,473,727 3,466,013 1,520,493

6,693 6,672 6,198 7,459 6,471 6,352

2,184,505 624,800 291,055 539,100 536,080 193,470

5.2 5.2 5.2 5.3 5.1 5.0

19,845,591 5,821,547 2,607,929 5,249,883 4,339,817 1,826,415

9,196 9,449 9,037 9,828 8,229 9,518

1,873,800 558,095 262,092 444,572 435,596 173,445

5.1 5.1 5.2 5.2 5.0 4.9

19,253,627 5,758,361 2,586,256 4,774,488 4,274,105 1,860,417

10,469 10,513 10,042 10,912 10,044 10,894

925,865 164,590 134,585 193,910 281,505 76,015 33,640 41,620

5.4 5.4 5.5 5.0 5.7 5.2 5.1 5.2

5,759,187 959,210 806,523 1,256,854 1,810,063 506,171 193,994 226,370

6,250 5,844 6,005 6,545 6,460 6,686 5,793 5,454

839,945 123,715 116,305 178,610 292,685 71,475 24,650 32,505

5.0 5.1 5.1 4.6 5.2 5.1 4.9 5.0

7,523,433 1,087,128 1,024,304 1,704,060 2,503,651 665,399 229,995 308,895

9,051 8,872 8,896 9,641 8,647 9,393 9,434 9,635

755,340 113,340 106,686 165,137 251,397 62,791 23,930 32,059

5.0 5.1 5.0 4.8 5.1 4.9 5.3 5.0

7,713,894 1,134,489 1,026,321 1,887,503 2,418,358 640,109 265,168 341,945

10,408 10,194 9,779 11,674 9,788 10,373 11,448 10,938


2,403,790 36,845 26,940 754,145 320,335 217,605 396,985 214,540 300,785 135,610

6.0 6.4 7.9 5.8 5.8 5.8 6.0 6.2 6.1 5.8

15,911,326 275,714 269,614 5,004,157 2,061,225 1,773,771 2,467,636 1,390,229 1,896,484 772,492

6,655 7,513 10,121 6,675 6,469 8,190 6,251 6,504 6,338 5,724

2,588,625 44,690 26,585 878,690 322,870 273,955 407,405 213,040 309,110 112,280

5.4 5.8 6.1 5.5 5.4 5.0 5.3 5.6 5.3 5.6

24,117,041 496,471 325,339 7,527,249 2,951,001 3,231,204 3,893,911 1,987,028 2,759,469 945,370

9,398 11,167 12,556 8,633 9,228 11,916 9,654 9,403 8,994 8,483

2,368,132 44,515 25,212 780,473 292,632 252,324 375,549 190,139 307,974 99,314

5.3 5.4 6.1 5.3 5.4 5.3 5.3 5.5 5.2 5.4

24,173,755 524,807 331,703 7,274,986 2,829,944 3,390,069 3,891,097 1,925,323 3,044,384 961,442

10,463 12,080 13,533 9,534 9,930 13,691 10,654 10,392 10,163 9,928


1,013,885 274,470 244,210 191,685 303,520

5.8 5.5 5.6 6.4 5.9

5,704,817 1,492,353 1,362,272 1,013,536 1,836,655

5,652 5,454 5,614 5,310 6,078

963,640 253,420 241,895 171,515 296,810

5.4 5.3 5.2 5.8 5.3

7,786,714 1,910,245 2,044,960 1,448,510 2,382,999

8,149 7,608 8,525 8,517 8,092

842,025 227,565 205,379 153,733 255,348

5.4 5.5 5.1 5.7 5.3

7,441,377 1,865,969 1,940,123 1,390,255 2,245,030

9,067 8,447 9,678 9,248 9,017


1,298,505 163,480 226,020 187,220 721,785

5.9 5.9 5.9 5.8 5.9

8,215,049 872,811 1,408,934 1,069,986 4,863,318

6,357 5,364 6,263 5,730 6,774

1,365,910 152,555 201,110 191,485 820,760

5.4 5.2 5.6 5.2 5.4

12,066,708 1,220,475 1,637,434 1,599,516 7,609,283

8,964 8,056 8,255 8,438 9,433

1,203,474 137,795 173,994 165,877 725,808

5.3 5.2 5.5 5.2 5.3

11,816,158 1,206,637 1,620,476 1,563,091 7,425,954

10,071 8,965 9,520 9,633 10,516


9,588 10,749,176 9,608 10,707,948

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B8.2—Medicare Part A (Hospital Insurance): Short-stay hospital discharges, days of care per discharge, and program payments, by census division and state or other area, selected years 2000–2013—Continued 2000



2010




2013







488,870 131,325 92,655 47,780 44,270 46,945 53,130 50,715 22,050

5.0 5.0 5.0 4.6 4.8 6.0 5.2 4.8 5.0

3,196,062 866,364 625,753 290,241 258,894 349,025 327,251 336,745 141,785

6,569 6,642 6,788 6,102 5,850 7,473 6,196 6,661 6,442

580,410 190,090 119,065 34,810 31,240 78,520 61,660 47,455 17,570

4.8 4.8 4.7 4.4 4.7 5.5 5.0 4.4 4.6

5,406,084 1,803,854 1,070,536 318,622 283,979 752,101 561,743 416,811 198,438

9,449 9,680 9,052 9,213 9,244 9,725 9,216 8,925 11,517

516,836 159,938 103,754 33,598 30,632 71,830 53,310 45,918 17,856

4.8 4.7 4.8 4.6 4.8 5.7 4.9 4.3 4.8

5,780,666 1,805,706 1,140,823 380,348 327,339 850,927 577,960 474,624 222,938

11,478 11,612 11,297 11,477 10,987 12,182 11,114 10,555 12,825


1,013,345 12,715 731,050 25,510 92,985 151,085

5.8 5.8 6.0 8.0 4.6 4.9

8,654,933 120,546 6,543,541 213,726 624,464 1,152,655

8,599 9,682 9,015 8,431 6,741 7,672

1,247,065 14,650 934,155 26,115 87,580 184,565

5.2 5.2 5.4 6.6 4.6 4.7

14,319,765 212,259 11,046,507 309,384 838,918 1,912,697

11,677 14,792 12,052 12,022 9,687 10,449

1,084,174 14,276 799,080 20,894 77,948 171,976

5.2 5.6 5.3 6.4 4.7 4.8

15,080,012 232,268 11,549,033 285,986 949,722 2,063,003

14,397 16,785 15,021 14,036 12,479 12,261

145,760

6.8

461,482

3,187

56,325

7.2

293,464

5,274

41,228

7.3

286,958

7,110

Outlying areas c

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Medicare program payments represent fee-for-service only and exclude amounts paid for managed care services. Totals do not necessarily equal the sum of rounded components. Statistics are subject to sampling error. a. Excludes discharges for managed care enrollees that were paid by the managed care plan. b. Excludes discharges with covered services for which no program payments were reported. c. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B8.3—Medicare Part A (Hospital Insurance): Skilled nursing facility covered admissions and program payments, by census division and state or other area, selected years 2000–2013 2000

2010


Program payments per admission (dollars) b

1,936,127 1,932,134

10,651,274 10,635,515

5,511 5,514


137,383 34,452 13,391 64,946 10,243 9,452 4,899

849,428 254,218 66,702 389,016 59,904 54,095 25,492


290,974 68,638 110,292 112,044


2013



2,542,541 2,540,694

27,454,045 27,439,911

10,808 10,811

6,194 7,387 4,983 6,003 5,859 5,757 5,207

175,964 48,443 15,774 80,521 14,791 9,947 6,488

1,953,174 540,283 156,059 905,645 171,224 107,017 72,946

1,937,835 412,488 931,412 593,935

6,677 6,014 8,465 5,322

380,134 113,972 147,187 118,975

374,369 104,203 59,020 57,347 107,475 46,324

2,014,281 515,307 330,466 374,014 555,817 238,678

5,382 4,946 5,600 6,526 5,173 5,153


190,486 33,702 27,334 42,888 50,515 18,766 7,790 9,491

756,598 110,449 99,927 199,933 216,975 71,141 23,998 34,175


351,271 4,938 3,745 139,057 36,847 38,562 50,008 24,069 36,536 17,509

East South Central Alabama Kentucky Mississippi Tennessee West South Central Arkansas Louisiana Oklahoma Texas




2,477,660 2,475,867

28,114,051 28,098,565

11,357 11,359

11,105 11,157 9,899 11,254 11,578 10,765 11,248

168,187 43,930 15,474 77,960 14,910 9,137 6,776

1,867,241 507,787 146,052 854,963 180,067 97,643 80,729

11,109 11,564 9,447 10,973 12,082 10,692 11,932

4,171,432 1,280,984 1,687,582 1,202,866

10,982 11,243 11,472 10,124

358,068 107,023 139,181 111,864

4,367,074 1,297,343 1,898,772 1,170,960

12,203 12,125 13,651 10,477

481,136 147,185 69,921 93,831 122,318 47,881

5,126,375 1,559,820 811,368 995,036 1,233,107 527,044

10,669 10,603 11,611 10,646 10,089 11,022

458,201 140,232 68,077 89,669 114,418 45,805

5,136,036 1,668,184 821,591 954,048 1,182,137 510,076

11,217 11,903 12,075 10,651 10,339 11,147

3,973 3,277 3,657 4,662 4,297 3,793 3,081 3,603

219,843 38,254 32,862 44,978 62,488 22,604 8,396 10,261

2,015,228 319,680 320,051 422,675 564,750 222,826 67,273 97,973

9,177 8,368 9,753 9,408 9,049 9,863 8,019 9,551

211,989 36,739 32,587 45,147 58,033 22,071 7,673 9,739

2,072,038 348,343 340,685 439,989 536,451 240,135 68,911 97,526

9,787 9,496 10,474 9,758 9,255 10,894 8,988 10,025

1,962,427 31,158 23,113 813,328 195,450 194,644 270,927 130,669 217,418 85,720

5,597 6,319 6,175 5,866 5,309 5,065 5,422 5,430 5,952 4,897

501,914 9,137 5,216 187,538 52,699 56,562 73,593 34,373 64,246 18,550

5,359,990 111,129 61,576 2,156,069 528,536 585,864 753,582 360,369 634,720 168,144

10,685 12,163 11,812 11,501 10,039 10,360 10,249 10,488 9,886 9,080

506,310 9,779 5,197 183,850 52,787 57,702 77,623 35,406 66,252 17,714

5,398,524 118,375 65,594 2,051,823 542,492 631,890 782,491 374,710 664,995 166,153

10,669 12,110 12,626 11,166 10,286 10,953 10,091 10,590 10,043 9,387

131,017 29,268 35,891 20,560 45,298

665,240 164,159 167,196 95,372 238,514

5,081 5,614 4,659 4,648 5,267

177,560 41,831 47,157 30,670 57,902

1,758,671 371,952 450,243 332,958 603,518

9,911 8,899 9,552 10,865 10,428

175,565 41,962 45,908 31,185 56,510

1,735,329 365,300 435,548 351,709 582,771

9,892 8,713 9,497 11,285 10,320

183,161 22,862 27,165 26,004 107,130

869,345 83,236 120,360 105,867 559,882

4,757 3,644 4,433 4,072 5,245

255,317 29,669 35,333 31,116 159,199

2,555,424 245,575 346,586 270,167 1,693,097

10,019 8,289 9,814 8,697 10,646

242,395 26,981 33,298 31,853 150,263

2,673,668 256,912 354,928 290,856 1,770,972

11,045 9,536 10,666 9,150 11,801

Covered admissions

a

Covered admissions

a

Covered admissions

a

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B8.3—Medicare Part A (Hospital Insurance): Skilled nursing facility covered admissions and program payments, by census division and state or other area, selected years 2000–2013—Continued 2000


Covered admissions

a

2010



Covered admissions

a

2013



Covered admissions

a




87,157 20,256 18,993 10,396 9,410 6,348 6,130 11,672 3,952

435,051 95,244 99,687 50,995 36,201 37,209 31,929 65,662 18,123

5,004 4,742 5,256 4,909 3,847 5,867 5,213 5,627 4,586

105,187 25,381 26,415 8,767 8,782 11,071 9,119 11,181 4,471

1,128,681 252,844 296,144 92,792 80,925 143,694 94,673 122,528 45,080

10,743 9,977 11,226 10,593 9,219 12,991 10,405 10,966 10,083

108,311 26,851 25,905 9,045 8,520 11,698 9,654 12,398 4,240

1,203,849 285,392 295,780 95,237 92,871 148,353 103,348 132,965 49,904

11,133 10,645 11,435 10,544 10,921 12,736 10,712 10,735 11,773


186,316 991 137,485 2,173 13,964 31,703

1,145,310 6,406 875,847 14,886 67,421 180,749

6,174 6,477 6,395 6,898 4,844 5,742

243,639 1,229 184,255 3,384 15,143 39,628

3,370,936 20,023 2,639,123 44,348 167,579 499,862

13,861 16,305 14,341 13,608 11,076 12,634

246,841 1,175 186,530 3,346 15,981 39,809

3,644,805 21,970 2,852,291 48,106 190,464 531,974

14,783 18,714 15,306 14,512 11,923 13,388

3,993

15,760

3,948

1,847

14,134

7,661

1,793

15,487

8,666

Outlying areas c

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Medicare program payments represent fee-for-service only and exclude amounts paid for managed care services. Swing-bed hospital services are included in the total use and cost of Medicare skilled nursing facility services. Totals do not necessarily equal the sum of rounded components. a. Includes skilled nursing facility admissions with at least one day of covered care under Medicare. b. The denominator used to calculate the average program payment per covered admission includes only those bills with Medicare reimbursement greater than zero. c. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B8.4—Medicare Part A (Hospital Insurance): Hospice care persons served, days of covered care, and program payments, by census division and state or other area, selected years 2000–2013 2000


Persons served

2010

Program payments per Program person Covered payments served days of (thousands care of dollars) (dollars) a

534,408 25,957,716 529,745 25,646,822

2,925,819 2,903,200

Persons served

2013


Persons served


5,476 1,163,037 81,654,927 12,950,475 5,482 1,151,358 80,244,133 12,810,641

11,175 1,319,517 92,608,159 15,100,091 11,166 1,308,130 91,357,249 14,969,333

11,484 11,484


20,642 5,425 1,135 9,906 1,679 1,758 739

799,522 197,854 49,657 381,853 77,363 61,325 31,470

104,817 31,872 4,977 47,884 8,824 7,978 3,279

5,078 5,875 4,386 4,834 5,256 4,538 4,438

52,085 11,416 5,564 23,516 4,809 5,225 1,555

3,078,644 547,732 333,326 1,468,601 287,539 356,516 84,930

537,146 109,556 52,509 251,551 46,943 63,315 13,272

10,338 9,613 9,456 10,733 9,782 12,134 8,552

59,631 13,500 6,504 26,525 5,478 5,622 2,002

3,535,195 672,532 368,477 1,718,629 322,739 332,754 120,064

631,970 135,821 58,735 303,248 55,120 59,651 19,395

10,619 10,089 9,043 11,455 10,077 10,622 9,722


63,096 13,067 23,214 26,815

2,697,689 560,846 1,008,086 1,128,757

333,959 67,535 135,580 130,843

5,293 5,169 5,841 4,880

132,722 30,884 41,252 60,586

8,262,583 1,965,196 2,232,898 4,064,489

1,359,530 341,688 397,994 619,848

10,277 11,100 9,682 10,262

146,307 32,747 47,668 65,892

8,784,799 2,068,367 2,469,410 4,247,022

1,495,960 361,984 468,740 665,236

10,255 11,092 9,860 10,126


93,025 24,067 9,984 22,873 27,228 8,873

4,154,816 1,071,673 484,813 1,017,365 1,159,156 421,809

464,650 121,113 51,390 115,791 132,377 43,977

4,996 5,033 5,149 5,063 4,863 4,959

189,675 12,185,738 42,648 2,536,817 23,846 1,539,234 43,979 2,708,169 56,207 3,845,723 22,995 1,555,795

1,917,277 417,839 230,087 420,647 606,275 242,429

10,142 9,831 9,693 9,589 10,827 10,570

218,005 14,382,270 48,177 2,949,767 28,195 1,788,432 50,347 3,225,810 64,149 4,562,450 27,137 1,855,811

2,295,471 494,358 274,688 498,476 733,124 294,825

10,564 10,295 9,776 9,933 11,462 10,911


36,720 6,460 5,550 8,175 11,678 2,982 1,023 852

1,748,289 298,008 267,095 402,271 554,407 142,942 42,601 40,965

176,312 30,383 26,068 45,222 52,819 13,829 4,151 3,838

4,804 4,705 4,708 5,532 4,524 4,638 4,058 4,505

5,548,987 1,013,650 904,768 996,562 1,997,507 398,330 107,110 131,060

808,443 149,409 130,738 157,216 280,319 57,620 14,088 19,052

9,510 9,109 10,393 8,796 10,468 8,237 7,522 7,603

6,114,904 986,838 868,711 1,327,958 2,207,876 486,430 100,693 136,398

924,279 149,721 130,035 214,378 322,987 73,280 13,715 20,162

9,793 8,700 9,794 10,183 10,648 9,161 7,374 7,594

112,303 1,550 614 56,248 13,658 7,638 13,198 6,552 9,397 3,448

5,663,896 78,705 29,755 2,819,511 723,558 298,523 717,297 345,769 467,386 183,392

656,729 8,819 3,866 350,229 77,534 34,343 77,961 34,999 51,049 17,926

5,851 5,690 6,297 6,229 5,683 4,496 5,913 5,345 5,434 5,199

253,063 18,723,650 4,928 475,245 1,386 98,035 103,806 7,594,127 35,789 2,884,282 16,135 910,816 36,577 2,600,507 21,965 1,837,036 24,066 1,698,135 8,411 625,467

3,067,189 77,511 16,654 1,359,349 443,861 149,059 407,364 274,837 251,164 87,390

12,164 15,764 12,068 13,129 12,464 9,279 11,179 12,561 10,481 10,472

285,265 20,752,200 4,675 322,134 1,677 119,061 111,297 7,796,208 42,010 3,589,394 19,274 1,077,414 41,781 2,900,099 27,075 2,427,067 28,233 1,903,328 9,243 617,495

3,456,913 57,003 20,429 1,425,613 559,933 183,327 464,936 364,667 291,098 89,908

12,162 12,243 12,233 12,847 13,392 9,543 11,169 13,531 10,344 9,773


32,995 11,421 8,047 5,693 7,834

2,126,137 838,025 443,176 467,035 377,901

208,855 79,080 45,727 45,142 38,903

6,332 6,925 5,684 7,931 4,971

6,108,342 2,396,559 899,474 1,272,552 1,539,757

858,930 322,869 135,399 171,812 228,851

11,155 12,502 9,451 12,749 9,792

6,676,596 2,568,381 925,858 1,371,700 1,810,657

954,703 353,919 146,617 192,059 262,108

10,957 12,633 8,815 12,269 9,769


62,010 5,281 7,154 10,423 39,152

3,558,642 323,207 350,795 755,349 2,129,291

364,302 30,097 36,690 69,813 227,700

5,876 5,700 5,130 6,699 5,817

134,916 10,937,925 12,333 784,841 18,486 1,546,444 19,362 1,856,218 84,735 6,750,422

1,599,793 115,479 214,631 247,808 1,021,874

11,901 9,399 11,669 12,862 12,096

153,902 12,366,930 14,246 865,672 21,438 1,714,308 20,060 1,695,987 98,158 8,090,963

1,866,014 131,787 249,079 237,402 1,247,747

12,171 9,283 11,666 11,888 12,758


85,257 16,461 12,631 17,922 26,845 7,011 1,878 2,509

77,344 25,923 14,392 13,571 23,458

94,674 17,250 13,330 21,132 30,416 8,023 1,865 2,658

87,428 28,083 16,688 15,730 26,927

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B8.4—Medicare Part A (Hospital Insurance): Hospice care persons served, days of covered care, and program payments, by census division and state or other area, selected years 2000–2013—Continued 2000


Persons served

2010


Persons served

2013



38,491 15,509 8,840 1,940 1,405 3,637 3,838 2,805 517

1,806,545 732,768 344,737 101,328 78,669 144,309 236,349 143,233 25,152

212,559 91,111 41,239 9,991 7,783 20,034 24,181 15,676 2,540

5,523 5,875 4,666 5,150 5,540 6,301 5,589 4,914 4,943

84,688 30,880 16,793 5,766 3,582 8,950 7,910 9,588 1,219

6,581,368 2,570,440 1,165,872 455,895 226,610 628,159 625,018 838,377 70,997

1,063,470 435,891 193,049 63,624 32,146 114,184 93,903 119,927 10,745

12,607 14,173 11,546 11,082 8,997 12,801 11,906 12,563 8,873


70,463 103 50,116 1,406 8,915 9,923

3,091,286 4,269 2,208,522 56,188 387,697 434,610

381,013 513 279,037 7,626 42,557 51,278

5,409 4,988 5,571 5,428 4,773 5,168

141,608 550 99,267 3,293 17,156 21,342

8,816,896 29,128 6,420,966 189,763 987,572 1,189,467

1,598,863 4,808 1,201,190 31,877 159,935 201,053

11,334 8,855 12,147 9,784 9,345 9,457

Outlying areas b

4,663

310,894

22,619

4,851

11,679

1,410,794

139,834

12,034

Persons served 95,832 34,192 18,486 7,172 4,034 10,931 8,970 10,691 1,356

Program payments per Program person Covered payments served days of (thousands care of dollars) (dollars) a 7,518,018 2,714,641 1,305,319 643,344 244,077 901,865 735,873 908,316 64,583

1,240,472 466,636 217,985 93,475 35,776 166,362 114,937 135,151 10,151

13,005 13,729 11,836 13,075 8,891 15,282 12,864 12,705 7,524

167,086 11,226,337 841 43,738 118,218 8,356,470 4,639 310,980 19,374 1,132,060 24,014 1,383,089

2,103,551 7,635 1,609,911 54,177 191,478 240,350

12,641 9,111 13,678 11,772 9,905 10,042

130,758

11,536

11,387

1,250,910

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Medicare program payments represent fee-for-service only and exclude amounts paid for managed care services. Characterizations of persons served may differ slightly from those in other tables in this section because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. a. Excludes persons who received covered services for which no program payments were reported. b. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B10—Medicare Part B (Supplementary Medical Insurance): Claims received by carriers and assignment rates, 1969–2014 a

Year

Total number of claims (thousands)

Net assignment rate (percent)

1969 1970 1971 1972 1973 1974

37,542 42,148 46,572 51,041 57,007 68,307

61.5 60.8 58.5 54.9 52.7 51.9

1975 1976 1977 1978 1979

79,980 91,624 105,339 117,886 132,098

51.8 50.5 50.5 50.6 51.3

1980 1981 1982 1983 1984

150,048 167,154 182,440 204,122 238,362

51.5 52.3 53.0 53.9 59.0

1985 1986 1987 1988 1989

279,559 306,714 346,551 386,763 421,305

68.5 68.0 73.1 77.3 79.7

1990 1991 1992 1993 1994

474,226 517,123 554,619 583,863 622,514

81.1 83.1 86.2 90.1 92.8

1995 1996 1997 1998 1999

647,855 678,030 688,891 697,523 703,227

94.7 95.9 96.7 97.3 97.6

2000 2001 2002 2003 2004

720,493 766,758 821,993 860,746 922,197

97.9 98.1 98.4 98.5 98.7

2005 2006 2007 2008 2009

951,551 944,072 951,072 979,324 974,680

98.9 99.0 99.1 99.2 99.2

2010 2011 2012 2013 2014

973,767 972,115 1,003,161 994,579 990,431

99.3 99.4 99.4 99.5 99.5

SOURCE: Centers for Medicare & Medicaid Services. a. Represents the number of assigned claims as a percentage of claims received. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B11—Medicare Part B (Supplementary Medical Insurance): Reasonable charge determination for claims assigned and unassigned for aged and disabled persons, 1971–2014 Claims approved Year

Number (thousands)

Charges before reduction Percentage reduced


Percentage reduced

Assigned claims 1971 1972 1973 1974

25,919 26,798 28,376 33,295

44.5 47.5 55.6 64.5

1,571 1,630 1,751 2,194

11.1 10.9 11.9 14.3

1975 1976 1977 1978 1979

39,218 44,065 50,260 56,493 64,051

70.8 74.3 72.8 73.6 77.0

2,716 3,261 3,936 4,678 5,746

17.8 19.9 19.4 19.9 21.2

1980 a 1981 1982 1983 1984

73,068 80,127 91,615 103,139 128,559

80.8 82.8 83.3 81.0 80.8

7,303 8,868 11,315 13,657 16,571

22.7 24.0 24.3 23.6 25.4

1985 1986 1987 1988 1989

176,956 191,139 234,488 271,225 304,649

81.7 82.8 83.4 85.6 86.9

22,008 24,662 31,179 37,275 44,567

27.4 28.4 28.0 29.8 31.0

1990 1991 1992 1993 1994

341,220 384,168 412,924 460,761 508,981

87.5 87.4 86.2 88.8 87.7

51,012 60,057 67,667 76,186 85,170

32.9 36.2 39.7 42.8 42.5

1995 1996 1997 1998 1999

539,630 550,587 566,591 575,799 590,463

86.4 87.1 87.4 87.9 88.9

93,300 97,744 103,389 106,947 114,981

42.3 44.9 45.9 46.9 47.8

2000 2001 2002 2003 2004

615,862 665,196 722,826 759,783 781,000

87.9 87.5 87.7 88.9 89.8

126,391 145,641 152,373 189,920 208,027

47.7 48.0 56.3 52.0 52.9

2005 2006 2007 2008 2009

846,093 837,332 822,902 851,335 867,878

87.2 92.0 93.4 92.9 93.0

236,430 246,608 253,248 279,428 291,065

52.0 55.1 58.1 58.7 59.3

2010 2011 2012 2013 2014

872,278 876,669 893,971 885,587 880,608

93.7 94.5 94.9 94.8 95.1

301,388 312,931 334,509 336,488 347,953

59.6 60.0 61.3 62.5 63.3 (Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B11—Medicare Part B (Supplementary Medical Insurance): Reasonable charge determination for claims assigned and unassigned for aged and disabled persons, 1971–2014—Continued Claims approved Year

Number (thousands)

Charges before reduction Percentage reduced


Percentage reduced

Unassigned claims 1971 1972 1973 1974

17,955 21,286 24,691 30,492

57.6 59.3 66.4 72.7

1,348 1,608 1,886 2,401

12.5 12.0 12.6 14.7

1975 1976 1977 1978 1979

36,182 42,100 48,619 53,700 59,961

77.4 78.9 77.1 77.5 80.9

2,973 3,591 4,233 4,749 5,596

17.7 19.8 19.0 19.2 20.7

1980 1981 a 1982 1983 1984

68,113 72,765 80,253 87,436 88,594

84.3 85.8 85.4 82.7 83.7

6,836 7,870 9,545 10,885 11,216

22.5 23.8 23.9 22.9 24.2

1985 1986 1987 1988 1989

77,965 87,121 83,116 76,503 74,947

84.6 85.0 82.4 86.4 90.1

10,059 10,757 10,258 9,005 8,971

25.9 26.9 24.7 25.0 25.0

1990 1991 1992 1993 1994

77,746 77,520 66,403 51,080 39,364

90.4 91.3 82.9 86.5 86.4

8,789 7,884 6,215 4,267 3,255

25.3 23.1 18.5 16.5 16.3

1995 1996 1997 1998 1999

29,975 22,819 18,615 15,172 13,834

83.4 84.4 84.4 82.3 81.3

2,543 1,952 1,650 1,382 1,316

15.4 15.8 16.4 17.1 17.7

2000 2001 2002 2003 2004

12,755 12,085 11,352 11,100 10,016

78.6 76.7 79.8 82.1 83.0

1,287 1,252 1,107 1,066 1,009

18.1 18.2 17.2 15.9 16.3

2005 2006 2007 2008 2009

9,589 8,439 7,378 6,926 6,677

82.2 85.1 88.4 88.1 88.0

1,000 894 790 774 746

17.4 18.8 18.2 18.7 19.1

2010 2011 2012 2013 2014

5,905 5,429 4,981 4,595 4,188

86.4 86.5 86.9 86.6 79.0

669 640 602 553 519

18.7 19.9 20.6 21.0 21.6

SOURCE: Centers for Medicare & Medicaid Services. a. Excludes Texas Blue Shield plan from July to December 1981. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B11.1—Medicare Part B (Supplementary Medical Insurance): Physician/supplier covered services, allowed charges, and program payments, by census division and state or other area, selected years 2000–2013 2000


2010

Program Allowed payments charges Services (thousands of (thousands of dollars) dollars) (thousands)

2013



1,247,483 1,229,583

66,911,902 66,047,753

51,456,747 50,790,939

1,857,482 1,850,800

122,904,370 122,520,394

95,036,813 94,740,428

1,851,815 1,846,581

127,854,234 127,541,022

98,041,190 97,801,570

60,701 16,024 6,725 26,099 5,018 4,512 2,323

3,357,803 908,981 357,616 1,464,973 264,412 227,420 134,403

2,562,793 696,770 272,731 1,117,345 200,026 175,093 100,828

90,342 25,105 8,115 40,600 7,164 5,949 3,408

6,068,287 1,762,062 531,761 2,691,594 490,694 371,097 221,079

4,647,351 1,363,383 403,024 2,061,972 372,749 279,266 166,957

94,481 23,566 9,243 43,172 7,575 6,320 4,604

6,368,675 1,684,441 569,452 2,933,969 564,496 383,855 232,463

4,850,340 1,288,953 431,606 2,234,635 426,438 293,309 175,398


198,796 46,582 94,073 58,141

11,114,019 2,706,642 5,222,652 3,184,725

8,582,935 2,098,689 4,031,686 2,452,560

278,006 77,068 129,814 71,123

18,392,020 5,247,082 8,334,346 4,810,591

14,290,928 4,095,126 6,484,647 3,711,155

273,502 77,967 125,956 69,578

18,947,386 5,481,853 8,467,623 4,997,910

14,585,750 4,238,077 6,532,068 3,815,605


202,748 50,279 27,376 50,326 50,755 24,012

10,835,911 2,722,188 1,418,457 2,823,614 2,722,161 1,149,491

8,301,058 2,087,286 1,079,378 2,173,760 2,085,982 874,652

287,975 84,529 38,589 73,788 63,723 27,345

19,244,169 5,712,273 2,574,392 5,111,720 4,172,156 1,673,628

14,818,771 4,407,437 1,976,913 3,945,939 3,207,844 1,280,638

281,323 85,144 38,321 73,099 59,024 25,734

19,264,222 6,077,442 2,653,762 4,704,139 4,126,939 1,701,939

14,690,212 4,641,797 2,018,570 3,600,270 3,141,363 1,288,213


86,209 15,717 13,030 16,548 25,365 8,226 3,349 3,974

4,213,384 732,727 671,147 798,015 1,300,857 388,700 149,240 172,698

3,209,083 556,426 514,252 603,082 996,024 294,564 113,542 131,194

112,402 18,674 18,373 17,699 37,499 11,311 3,695 5,151

7,191,572 1,171,379 1,191,468 1,167,440 2,423,369 705,570 230,791 301,554

5,514,064 892,862 917,373 888,449 1,867,892 540,950 175,728 230,810

107,926 18,706 17,923 16,113 35,990 11,336 3,437 4,422

7,303,150 1,234,985 1,230,836 1,160,002 2,406,017 750,675 231,615 289,021

5,551,725 936,215 937,694 876,938 1,836,784 570,532 174,853 218,709

270,430 4,302 2,346 105,141 32,915 22,693 40,027 21,862 30,380 10,764

14,646,480 244,628 136,917 6,100,419 1,725,056 1,316,285 1,960,603 1,117,181 1,517,689 527,703

11,291,572 188,488 105,493 4,747,090 1,323,041 1,014,698 1,494,488 855,190 1,159,960 403,124

427,892 7,790 3,045 163,215 53,084 37,456 66,319 36,709 46,816 13,458

28,325,952 525,941 221,389 11,277,264 3,430,248 2,620,309 4,077,609 2,322,800 3,006,778 843,712

21,962,008 406,709 171,953 8,814,204 2,645,020 2,026,685 3,146,266 1,793,745 2,309,542 647,884

435,010 8,437 3,154 157,740 56,031 40,563 67,275 37,755 50,328 13,728

30,334,159 627,241 236,258 11,628,191 3,701,075 3,034,867 4,347,071 2,462,243 3,432,768 864,446

23,341,841 480,956 181,254 9,018,705 2,841,106 2,328,772 3,328,959 1,886,161 2,618,064 657,863


91,596 24,361 22,036 14,913 30,286

4,658,756 1,286,579 1,062,201 776,595 1,533,381

3,566,213 988,420 812,037 595,267 1,170,489

139,839 36,838 33,228 23,443 46,330

8,515,736 2,301,906 1,987,997 1,460,566 2,765,268

6,571,022 1,776,842 1,534,928 1,127,163 2,132,088

141,573 38,058 33,573 23,113 46,829

8,769,405 2,449,573 1,979,210 1,494,931 2,845,692

6,725,233 1,871,849 1,521,507 1,145,991 2,185,887


134,444 15,708 19,622 15,874 83,240

6,928,068 781,724 1,058,214 845,762 4,242,368

5,349,132 599,631 816,817 649,096 3,283,588

215,132 22,596 26,474 24,679 141,384

13,860,057 1,367,704 1,761,717 1,567,436 9,163,200

10,739,604 1,052,012 1,359,082 1,205,579 7,122,931

206,113 22,695 25,961 24,489 132,969

13,709,654 1,424,177 1,734,081 1,561,251 8,990,146

10,520,821 1,089,171 1,326,074 1,189,477 6,916,099



(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B11.1—Medicare Part B (Supplementary Medical Insurance): Physician/supplier covered services, allowed charges, and program payments, by census division and state or other area, selected years 2000–2013—Continued 2000


2010


2013




53,859 16,122 10,021 4,382 3,944 6,605 5,218 5,657 1,910

2,986,527 897,890 545,066 232,051 219,874 374,374 293,417 320,886 102,968

2,286,851 694,194 417,340 176,337 167,290 287,238 224,310 241,885 78,257

91,082 31,452 17,972 5,830 4,808 12,490 8,385 7,412 2,734

6,347,128 2,147,165 1,261,635 376,496 333,334 905,576 605,263 524,507 193,153

4,884,471 1,663,698 973,064 286,461 254,196 698,618 463,282 398,090 147,061

97,824 34,980 18,659 6,071 4,716 13,804 8,481 7,959 3,154

7,265,307 2,511,584 1,413,182 422,179 342,455 1,085,653 650,526 593,122 246,605

5,553,006 1,935,215 1,079,404 319,594 258,345 831,254 494,922 447,549 186,723


130,801 964 99,393 3,642 9,002 17,800

7,306,805 60,128 5,621,663 180,404 487,346 957,265

5,641,301 45,822 4,358,871 134,791 371,215 730,602

208,133 1,912 159,288 4,721 12,797 29,416

14,575,473 166,074 11,263,051 278,269 895,534 1,972,544

11,312,207 126,829 8,777,446 209,164 683,514 1,515,255

208,828 2,194 159,737 4,395 13,461 29,040

15,579,063 194,213 11,970,502 280,424 1,012,379 2,121,545

11,982,640 147,599 9,245,008 210,048 767,942 1,612,043

Outlying areas a

17,900

864,149

665,808

6,681

383,976

296,385

5,234

313,213

239,620

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Allowed charges and program payments represent fee-for-service utilization only and exclude amounts paid for managed care services. Totals do not necessarily equal the sum of rounded components. Statistics are subject to sampling error. a. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B11.2—Medicare Part B (Supplementary Medical Insurance): Outpatient facilities persons served and program payments, by census division and state or other area, selected years 2000–2013 2000

2010

2013

Persons served (thousands)

Program payments (millions of dollars)





21,537 21,355

16,732 16,620

24,222 24,159

46,662 46,515

25,445 25,389

57,154 57,013


1,237 274 168 525 120 77 74

937 225 117 410 79 55 52

1,513 316 193 666 163 82 93

2,987 591 391 1,308 349 142 205

1,619 324 197 728 183 89 99

3,705 720 474 1,663 431 176 241


3,055 590 1,348 1,118

2,511 519 1,249 743

2,927 651 1,222 1,054

5,388 1,347 2,251 1,790

3,049 676 1,257 1,115

6,651 1,648 2,775 2,228


4,142 1,015 587 1,003 1,037 500

3,034 725 400 807 755 348

4,472 1,250 643 1,128 972 479

8,340 2,268 1,187 2,096 1,851 938

4,544 1,329 657 1,058 993 507

9,978 2,880 1,443 2,317 2,155 1,183


1,888 366 261 420 520 174 69 77

1,317 254 187 254 384 130 48 60

2,047 366 273 443 605 189 82 88

4,098 716 576 856 1,195 396 169 190

2,192 385 283 494 632 198 93 107

5,161 906 662 1,129 1,432 490 248 295


4,244 68 38 1,285 571 324 720 404 590 245

3,383 57 54 932 465 459 543 282 426 164

4,911 99 42 1,451 679 402 843 485 671 239

9,630 177 115 2,713 1,335 1,210 1,658 851 1,148 423

5,210 113 46 1,461 736 441 921 518 728 245

11,692 254 148 2,966 1,644 1,701 2,002 1,019 1,467 490


1,635 424 399 292 520

1,102 261 228 254 360

1,837 482 477 334 543

3,224 776 830 707 911

1,913 517 477 352 566

3,946 1,005 999 818 1,124


2,107 267 339 294 1,206

1,848 180 360 210 1,098

2,567 307 377 360 1,523

5,295 513 877 596 3,309

2,641 320 406 388 1,528

6,100 630 994 817 3,660


(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B11.2—Medicare Part B (Supplementary Medical Insurance): Outpatient facilities persons served and program payments, by census division and state or other area, selected years 2000–2013—Continued 2000

2010

2013








1,047 233 217 108 101 75 125 146 43

768 169 178 74 64 62 97 91 33

1,295 311 288 120 113 120 159 128 56

2,377 584 530 235 221 223 269 220 96

1,439 343 327 137 130 134 164 143 61

3,138 772 675 303 320 302 349 286 131


2,000 26 1,346 58 225 345

1,720 29 1,200 44 143 303

2,589 41 1,761 63 246 478

5,177 91 3,596 123 439 928

2,782 47 1,871 62 278 523

6,641 131 4,589 160 574 1,187

182

112

64

146

57

141


Outlying areas a

SOURCE: Centers for Medicare & Medicaid Services. NOTES: Includes utilization and expenditures for all outpatient facility types. Medicare program payments represent fee-for-service only and exclude amounts paid for managed care services. Characterizations of persons served may differ slightly from those in other tables in this section because of differences in sources and methodology. Totals do not necessarily equal the sum of rounded components. Statistics are subject to sampling error. a. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B12—Medicare Part B (Supplementary Medical Insurance): State buy-ins, by state or other area, selected years 1991–2015 1991

1995

2000

2005

2010

2014

2015

3,640,121

4,705,625

5,425,048

6,577,577

7,703,292

8,978,694

9,264,675


97,601 4,539 28,650 64,996 646,108

116,916 6,193 44,236 77,660 747,814

136,860 8,486 57,712 79,606 818,846

169,460 10,748 110,977 89,372 1,012,804

179,668 12,908 140,079 106,343 1,103,853

200,756 14,844 170,894 120,281 1,263,526

202,917 14,896 183,612 120,543 1,338,175


36,470 23,535 4,499 12,791 196,992

46,660 48,047 6,645 14,152 271,430

55,325 53,141 10,737 14,233 342,109

61,294 66,191 17,104 15,246 431,764

79,980 94,154 22,060 20,102 553,625

97,896 144,377 26,082 28,516 718,337

105,320 152,112 26,697 28,276 749,257


128,976 11,529 9,127 94,434 60,297

160,380 16,695 12,931 137,571 76,460

176,596 20,326 17,081 155,743 87,543

205,476 23,703 23,482 206,014 109,669

233,528 28,864 28,945 255,529 133,816

279,844 36,184 38,563 303,665 159,446

289,270 36,494 41,405 310,582 178,663


41,170 26,960 76,456 87,570 22,176

48,517 34,708 97,978 112,090 29,453

51,976 41,217 117,697 117,179 36,946

60,458 47,707 126,468 139,802 46,510

72,562 56,096 148,188 158,370 84,602

80,517 64,708 160,891 182,984 83,912

81,450 62,948 159,003 185,423 81,146


48,028 89,163 91,340 39,366 90,530

58,865 125,859 123,948 52,192 108,577

65,372 152,587 145,172 63,607 107,495

79,234 178,691 170,044 79,428 135,023

98,268 199,370 205,521 91,630 136,915

123,414 233,600 237,419 101,800 154,193

127,645 242,002 244,985 102,785 156,486


55,116 10,058 11,358 8,657 3,807

72,659 11,031 16,146 14,227 5,405

88,343 12,828 20,520 19,155 7,434

109,561 14,455 24,210 27,408 11,584

126,577 17,587 34,020 35,035 17,381

132,534 21,508 34,273 48,305 22,138

140,008 21,687 33,272 51,433 22,411


95,795 22,246 255,952 117,656 4,639

122,923 29,855 325,882 186,328 5,560

146,705 37,330 369,479 223,402 5,908

159,110 49,333 465,068 251,739 6,757

179,273 62,640 531,060 278,325 8,464

192,654 69,479 615,302 311,452 8,911

195,320 73,194 628,052 308,229 8,932


112,598 51,457 28,537 127,519 10,585

164,044 60,080 43,642 162,788 15,517

171,139 67,413 59,169 206,468 19,787

204,905 75,903 70,927 242,552 26,311

273,167 86,586 87,068 295,984 28,782

317,394 95,866 104,964 350,452 31,269

320,424 96,372 112,264 364,197 32,294


78,701 9,399 116,861 234,169 10,263

95,970 12,346 148,391 314,991 13,506

112,232 13,146 182,342 360,191 16,231

118,843 14,534 218,894 440,938 21,787

129,489 16,148 215,868 514,153 27,064

142,921 17,350 241,314 592,555 32,948

143,950 17,367 251,749 611,362 34,937

8,223 77,898 54,774 28,086 67,516 3,505

12,428 102,964 71,531 39,720 75,247 5,265

13,754 113,259 97,390 46,305 74,101 6,444

15,509 131,083 113,233 54,200 83,383 7,749

22,798 155,647 143,398 65,324 96,201 9,087

24,511 172,576 170,468 75,418 113,606 10,407

25,085 174,288 174,894 73,677 115,153 10,488

443 273 727

669 314 219

417 342 204

409 358 165

693 394 103

933 422 115

953 435 156


Vermont Virginia Washington West Virginia Wisconsin Wyoming Outlying areas Guam Northern Mariana Islands U.S. Virgin Islands

SOURCE: Centers for Medicare & Medicaid Services. NOTE: Data are as of July except for 1995 data, which are as of June. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B13—Medicare Part D: Number of enrollees by type of plan, and Retiree Drug Subsidy (RDS) coverage, by census division, state, or other area, July 1, 2013 Medicare Part D

Total

Stand-alone prescription drug plan (PDP)

Medicare Advantage plan offering Part D coverage

RDS a

39,020,653 38,430,466

35,744,630 35,173,006

22,689,166 22,640,354

13,055,464 12,532,652

3,276,023 3,257,460


1,979,310 474,494 209,506 891,617 164,615 147,873 91,205

1,716,922 417,370 199,084 741,845 139,068 142,110 77,445

1,246,099 284,107 149,339 540,229 126,889 75,500 70,035

470,823 133,263 49,745 201,616 12,179 66,610 7,410

262,388 57,124 10,422 149,772 25,547 5,763 13,760


5,559,695 1,087,101 2,581,285 1,891,309

5,088,800 983,038 2,349,654 1,756,108

3,065,011 785,170 1,321,999 957,842

2,023,789 197,868 1,027,655 798,266

470,895 104,063 231,631 135,201


6,131,285 1,497,341 837,939 1,445,469 1,636,200 714,336

5,509,592 1,235,322 764,443 1,324,027 1,529,287 656,513

4,090,353 1,055,666 569,592 1,035,145 1,023,527 406,423

1,419,239 179,656 194,851 288,882 505,760 250,090

621,693 262,019 73,496 121,442 106,913 57,823


2,636,108 425,140 327,702 667,736 815,280 216,195 82,424 101,631

2,479,876 402,553 314,368 625,946 758,257 201,144 79,988 97,620

1,781,771 336,395 259,515 353,076 502,231 170,064 74,141 86,349

698,105 66,158 54,853 272,870 256,026 31,080 5,847 11,271

156,232 22,587 13,334 41,790 57,023 15,051 2,436 4,011


7,621,300 126,509 49,025 2,865,806 1,022,488 552,599 1,261,418 630,689 811,889 300,877

6,920,382 116,226 45,912 2,635,951 957,592 448,322 1,170,602 529,547 744,360 271,870

4,446,813 105,702 37,137 1,336,762 601,090 380,384 860,654 362,141 573,140 189,803

2,473,569 10,524 8,775 1,299,189 356,502 67,938 309,948 167,406 171,220 82,067

700,918 10,283 3,113 229,855 64,896 104,277 90,816 101,142 67,529 29,007


2,563,299 676,954 621,357 383,175 881,813

2,424,386 637,872 588,419 369,560 828,535

1,681,752 437,991 440,970 306,778 496,013

742,634 199,881 147,449 62,782 332,522

138,913 39,082 32,938 13,615 53,278


3,858,670 405,685 571,022 436,783 2,445,180

3,565,834 375,944 525,480 416,755 2,247,655

2,459,185 279,778 333,618 323,072 1,522,717

1,106,649 96,166 191,862 93,683 724,938

292,836 29,741 45,542 20,028 197,525


Total Part D and RDS enrollees

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B13—Medicare Part D: Number of enrollees by type of plan, and Retiree Drug Subsidy (RDS) coverage, by census division, state, or other area, July 1, 2013—Continued Medicare Part D Census division and state or area

Total

Stand-alone prescription drug plan (PDP)

Medicare Advantage plan offering Part D coverage

RDS a

2,404,031 773,515 519,404 179,845 124,312 285,554 245,826 220,132 55,443

2,189,888 710,171 454,939 165,663 114,530 261,587 231,780 199,590 51,628

1,158,100 333,572 223,608 95,830 86,526 135,405 133,950 100,020 49,189

1,031,788 376,599 231,331 69,833 28,004 126,182 97,830 99,570 2,439

214,143 63,344 64,465 14,182 9,782 23,967 14,046 20,542 3,815

5,676,768 48,735 4,182,138 164,833 511,666 769,396

5,277,326 30,597 3,938,842 159,424 485,173 663,290

2,711,270 30,088 2,008,115 59,206 224,416 389,445

2,566,056 509 1,930,727 100,218 260,757 273,845

399,442 18,138 243,296 5,409 26,493 106,106

590,187

571,624

48,812

522,812

18,563

Total Part D and RDS enrollees

Mountain Arizona Colorado Idaho Montana Nevada New Mexico Utah Wyoming Pacific Alaska California Hawaii Oregon Washington Outlying areas b

SOURCE: Centers for Medicare & Medicaid Services. NOTE: Characterization of enrolles may differ from that in other tables on Part D enrollment because of differences in sources and methodology. a. RDS provides a Medicare subsidy to employers and unions who continue assisting their Medicare-eligible retirees with prescription drug coverage. b. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B14—Medicare Part D: Number of enrollees by Part D status, census division, state, or other area, July 1, 2013 Medicare Part D

Other creditable

Partial lowincome subsidy b

No lowincome subsidy

Retiree drug subsidy (RDS) c

coverage (no Part D plan or RDS)

No Part D plan, RDS, or other creditable coverage

11,045,256 11,027,374

405,995 405,628

24,293,379 23,740,004

3,276,023 3,257,460

5,871,025 5,807,012

7,564,408 7,036,222

1,716,922 417,370 199,084 741,845 139,068 142,110 77,445

656,708 158,173 97,824 287,389 39,171 44,571 29,580

13,815 600 310 7,767 1,952 1,925 1,261

1,046,399 258,597 100,950 446,689 97,945 95,614 46,604

262,388 57,124 10,422 149,772 25,547 5,763 13,760

290,338 61,890 33,636 120,537 35,018 24,006 15,251

356,647 71,596 47,726 145,968 50,344 23,676 17,337

7,078,314 1,430,381 3,210,858 2,437,075

5,088,800 983,038 2,349,654 1,756,108

1,567,905 248,024 856,954 462,927

56,442 12,519 20,006 23,917

3,464,453 722,495 1,472,694 1,269,264

470,895 104,063 231,631 135,201

643,926 139,707 261,328 242,891

874,693 203,573 368,245 302,875


7,930,260 1,981,597 1,094,134 1,805,155 2,055,381 993,993

5,509,592 1,235,322 764,443 1,324,027 1,529,287 656,513

1,481,139 394,044 202,637 331,822 382,327 170,309

57,291 14,939 9,536 13,532 15,750 3,534

3,971,162 826,339 552,270 978,673 1,131,210 482,670

621,693 262,019 73,496 121,442 106,913 57,823

742,705 196,341 114,195 138,699 189,744 103,726

1,056,270 287,915 142,000 220,987 229,437 175,931


3,521,902 548,723 465,410 862,110 1,085,877 298,077 114,377 147,328

2,479,876 402,553 314,368 625,946 758,257 201,144 79,988 97,620

609,656 89,658 75,400 145,669 212,836 46,093 17,506 22,494

26,124 3,460 3,790 4,996 10,159 1,975 776 968

1,844,096 309,435 235,178 475,281 535,262 153,076 61,706 74,158

156,232 22,587 13,334 41,790 57,023 15,051 2,436 4,011

435,734 63,202 64,504 99,763 125,570 43,171 15,765 23,759

450,060 60,381 73,204 94,611 145,027 38,711 16,188 21,938

10,507,095 168,106 84,489 3,757,076 1,410,623 876,414 1,662,626 874,832 1,268,980 403,949

6,920,382 116,226 45,912 2,635,951 957,592 448,322 1,170,602 529,547 744,360 271,870

2,212,746 28,872 29,822 789,805 343,172 148,714 368,870 186,847 223,423 93,221

93,481 1,390 156 25,269 14,417 6,284 19,864 10,345 11,068 4,688

4,614,155 85,964 15,934 1,820,877 600,003 293,324 781,868 332,355 509,869 173,961

700,918 10,283 3,113 229,855 64,896 104,277 90,816 101,142 67,529 29,007

1,330,008 19,291 9,150 432,489 180,340 115,948 190,344 125,249 207,892 49,305

1,555,787 22,306 26,314 458,781 207,795 207,867 210,864 118,894 249,199 53,767


3,454,345 921,920 825,749 536,685 1,169,991

2,424,386 637,872 588,419 369,560 828,535

911,129 238,483 209,270 171,300 292,076

42,144 11,314 10,302 5,205 15,323

1,471,113 388,075 368,847 193,055 521,136

138,913 39,082 32,938 13,615 53,278

425,423 122,072 92,032 71,851 139,468

465,623 122,894 112,360 81,659 148,710


5,361,339 571,695 750,974 650,482 3,388,188

3,565,834 375,944 525,480 416,755 2,247,655

1,284,251 143,644 211,320 132,926 796,361

52,632 6,795 7,220 5,979 32,638

2,228,951 225,505 306,940 277,850 1,418,656

292,836 29,741 45,542 20,028 197,525

695,387 82,442 78,311 95,188 439,446

807,282 83,568 101,641 118,511 503,562

Full lowincome

Total Medicare enrollees

Total

52,456,086 51,273,700

35,744,630 35,173,006


2,626,295 607,980 290,868 1,158,122 249,977 195,555 123,793




subsidy

a

d

(Continued)


8.B Medicare: Enrollment, Utilization, and Reimbursement Table 8.B14—Medicare Part D: Number of enrollees by Part D status, census division, state, or other area, July 1, 2013—Continued Medicare Part D

(RDS) c

No Part D plan, RDS, or other creditable coverage

1,596,097 514,181 337,905 120,911 83,545 194,975 150,208 155,462 38,910

214,143 63,344 64,465 14,182 9,782 23,967 14,046 20,542 3,815

470,777 137,439 96,646 37,044 27,716 67,452 46,181 42,900 15,399

519,784 140,518 106,149 43,839 36,289 61,200 56,502 57,251 18,036

39,024 221 25,999 1,198 5,110 6,496

3,503,578 13,304 2,546,597 117,588 360,413 465,676

399,442 18,138 243,296 5,409 26,493 106,106

772,714 12,162 492,963 29,635 84,611 153,343

950,076 15,247 618,905 35,056 103,241 177,627

367

553,375

18,563

64,013

528,186

No lowincome subsidy

Retiree drug subsidy

569,116 188,807 112,306 42,633 29,020 63,046 78,960 42,163 12,181

24,675 7,183 4,728 2,119 1,965 3,566 2,612 1,965 537

5,277,326 30,597 3,938,842 159,424 485,173 663,290

1,734,724 17,072 1,366,246 40,638 119,650 191,118

571,624

17,882

Total


3,394,592 1,051,472 722,199 260,728 188,317 414,206 348,509 320,283 88,878

2,189,888 710,171 454,939 165,663 114,530 261,587 231,780 199,590 51,628


7,399,558 76,144 5,294,006 229,524 699,518 1,100,366

Outlying areas e

1,182,386


Other creditable coverage d (no Part D plan or RDS)

Partial lowincome subsidy b

Full lowincome

Total Medicare enrollees

subsidy

a

SOURCE: Centers for Medicare & Medicaid Services. a. Individuals are automatically eligible for the full low-income subsidy (LIS) if they are dually eligible for Medicare and Medicaid benefits, enrolled in a Medicare savings program, or receiving Supplemental Security Income. b. Individuals not automatically eligible for full LIS must apply for LIS coverage. Applicants may be found eligible for full or partial LIS, depending on their income and resources. c. RDS provides a Medicare subsidy to employers and unions who continue assisting their Medicare-eligible retirees with prescription drug coverage. d. Creditable coverage is alternative prescription drug coverage in which the actuarial value of the coverage equals or exceeds the actuarial value of standard Medicare prescription drug coverage. e. Includes unknown residence. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.C Medicare: Participating Facilities Table 8.C1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of facilities and beds, by type of participating provider, December 1967–2014, selected years Hospitals

Year

All hospitals

General

a

Psychiatric

Skilled nursing facilities

Home health agencies

Clinical Laboratory Improvement Act/independent laboratories b

Facilities 1967 1970

6,829 6,779

6,501 6,444

328 335

4,405 4,494

1,890 2,333

2,355 2,750

1975 1976 1977 1978 1979

6,770 6,774 6,755 6,848 6,780

6,383 6,368 6,353 6,432 6,372

387 406 402 416 408

3,932 3,992 4,461 4,982 5,055

2,290 2,353 2,496 2,715 2,858

3,174 3,156 3,249 3,384 3,448

1980 1981 1982 1983 1984

6,736 6,749 6,737 6,687 6,676

6,325 6,335 6,321 6,257 6,228

411 414 416 430 448

5,155 5,295 5,510 5,760 6,183

3,012 3,169 3,627 4,235 5,237

3,374 3,511 3,643 3,708 3,890

1985 1986 1987 1988 1989

6,710 6,731 6,715 6,658 6,547

6,209 6,189 6,130 6,044 5,891

501 542 585 614 656

6,725 7,148 7,379 7,683 8,688

5,932 5,953 5,769 5,673 5,661

4,029 4,298 4,487 4,676 4,828

1990 1991 1992 1993 1994

6,522 6,471 6,433 6,473 6,414

5,848 5,759 5,722 5,738 5,705

674 712 711 735 709

9,008 10,061 10,910 11,472 12,584

5,730 5,963 6,461 7,000 7,827

4,881 4,898 4,942 156,117 151,422

1995 1996 1997 1998 1999

6,376 6,273 6,293 6,116 5,985

5,694 5,627 5,639 5,514 5,415

682 646 654 602 570

13,452 14,177 14,860 15,032 14,913

8,447 9,850 10,807 9,330 7,857

156,511 157,876 164,054 166,817 171,018

2000 2001 2002 2003 2004

6,031 6,002 6,024 6,057 6,117

5,512 5,508 5,537 5,579 5,647

519 494 487 478 470

14,841 14,755 14,838 14,939 14,986

7,099 6,813 6,928 7,138 7,519

168,333 173,807 176,947 184,466 189,340

2005 2006 2007 2008 2009

6,180 6,177 6,163 6,171 6,172

5,707 5,695 5,673 5,680 5,666

473 482 490 491 506

15,006 15,028 15,054 15,032 15,071

8,090 8,618 9,024 9,407 10,184

196,296 199,817 206,065 210,872 218,139

2010 2011 2012 2013 2014

6,169 6,172 6,170 6,164 6,142

5,658 5,663 5,643 5,623 5,591

511 509 527 541 551

15,084 15,132 15,143 15,156 15,179

10,914 11,930 12,253 12,459 12,268

224,679 229,611 235,408 244,427 250,247 (Continued)


8.C Medicare: Participating Facilities Table 8.C1—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of facilities and beds, by type of participating provider, December 1967–2014, selected years—Continued Hospitals

Year

All hospitals

General

a

Psychiatric

Skilled nursing facilities


Clinical Laboratory Improvement Act/independent laboratories b

Beds 1967 1970

1,141,155 1,190,309

837,211 878,509

303,944 311,800

308,843 325,415

... ...

... ...

1975 1976 1977 1978 1979

1,136,908 1,169,433 1,130,519 1,154,250 1,152,088

939,717 980,805 976,465 1,015,645 1,016,525

197,191 188,628 154,054 138,605 135,563

287,468 332,515 381,715 414,188 433,715

... ... ... ... ...

... ... ... ... ...

1980 1981 1982 1983 1984

1,145,245 1,152,877 1,146,480 1,143,544 1,146,093

1,017,794 1,032,042 1,044,427 1,046,674 1,050,832

127,451 120,835 102,053 96,870 95,261

448,007 463,715 497,056 519,551 548,201

... ... ... ... ...

... ... ... ... ...

1985 1986 1987 1988 1989

1,144,589 1,137,853 1,124,928 1,115,809 1,106,295

1,046,889 1,043,430 1,030,556 1,022,116 1,008,845

97,700 94,423 94,372 93,693 97,450

-444,326 449,867 476,447 507,475

... ... ... ... ...

... ... ... ... ...

1990 1991 1992 1993 1994

1,104,703 1,102,286 1,093,895 1,094,422 1,074,371

1,005,480 1,003,147 997,695 994,847 985,809

99,223 99,139 96,200 99,575 88,562

512,107 583,116 606,218 622,534 649,054

... ... ... ... ...

... ... ... ... ...

1995 1996 1997 1998 1999

1,056,454 1,038,105 1,037,356 1,012,168 993,901

970,143 955,604 954,372 934,635 920,326

86,311 82,501 82,984 77,533 73,575

657,225 671,839 684,977 722,626 836,720

... ... ... ... ...

... ... ... ... ...

2000 2001 2002 2003 2004

982,616 968,761 957,898 951,628 949,694

913,806 901,688 897,076 894,457 894,022

68,810 67,073 60,822 57,171 55,672

939,364 1,104,978 1,260,625 1,371,815 1,437,254

... ... ... ... ...

... ... ... ... ...

2005 2006 2007 2008 2009

947,305 938,762 933,998 930,452 926,388

892,253 884,450 796,931 876,376 870,812

55,052 54,312 54,251 54,076 55,576

1,478,277 1,507,368 1,532,267 1,546,721 1,561,299

... ... ... ... ...

... ... ... ... ...

2010 2011 2012 2013 2014

927,535 925,951 931,458 934,874 931,057

871,554 872,165 876,719 879,829 874,784

55,981 53,786 54,739 55,045 56,273

1,572,511 1,581,549 1,586,378 1,588,797 1,594,927

... ... ... ... ...

... ... ... ... ...

SOURCE: Centers for Medicare & Medicaid Services. NOTE: . . . = not applicable; -- = not available. a. Includes short-stay and other long-stay hospitals. b. Beginning in 1993, the data include all Clinical Laboratory Improvement Act facilities as of December of each year. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.C Medicare: Participating Facilities Table 8.C2—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of participating hospitals and certified beds, by type of hospital, census division, and state or other area, December 2014 Short-stay and critical access hospitals a

All hospitals Census division and state or area

Other non-short-stay c

Beds per 1,000 b

Hospitals

Beds

814,929 804,617

15.2 15.3

1,342 1,334

116,128 115,404

178 30 35 62 26 11 14

31,999 7,888 3,437 13,075 3,036 2,924 1,639

11.9 12.8 11.5 11.0 11.7 14.8 12.8

64 10 4 40 4 4 2

9,533 1,819 400 5,834 526 780 174

123,550 26,513 61,494 35,543

413 64 183 166

106,249 22,575 54,787 28,887

14.8 15.6 16.8 11.6

130 33 32 65

17,301 3,938 6,707 6,656

916 206 166 168 231 145

148,683 39,749 19,785 27,942 43,855 17,352

728 178 123 133 170 124

133,271 36,406 17,611 25,025 38,625 15,604

16.5 18.2 15.7 13.5 18.5 15.3

188 28 43 35 61 21

15,412 3,343 2,174 2,917 5,230 1,748


779 123 153 145 148 98 49 63

73,402 10,900 10,772 15,979 22,714 6,574 3,086 3,377

693 117 140 129 112 91 44 60

67,309 10,539 9,813 14,925 20,090 6,032 2,708 3,202

18.7 18.8 20.6 16.8 18.1 19.8 23.3 21.1

86 6 13 16 36 7 5 3

6,093 361 959 1,054 2,624 542 378 175


900 12 13 253 169 61 133 85 114 60

175,432 2,875 3,945 61,472 24,337 13,977 26,653 14,206 19,494 8,473

683 6 7 185 134 48 109 61 85 48

155,453 2,337 3,157 56,311 21,549 11,861 23,131 12,117 17,407 7,583

14.3 13.4 37.4 14.5 14.8 13.1 13.5 13.4 13.3 18.5

217 6 6 68 35 13 24 24 29 12

19,979 538 788 5,161 2,788 2,116 3,522 2,089 2,087 890


492 115 117 113 147

73,449 18,413 17,742 12,736 24,558

394 88 94 98 114

66,386 16,562 15,379 11,954 22,491

18.8 17.6 18.4 21.8 18.7

98 27 23 15 33

7,063 1,851 2,363 782 2,067


1,061 98 218 153 592

122,940 11,923 19,759 13,855 77,403

723 74 124 125 400

101,053 9,965 15,356 12,297 63,435

18.3 17.1 19.9 18.5 18.1

338 24 94 28 192

21,887 1,958 4,403 1,558 13,968

514 109 99 50 64 52 53 58 29

54,762 16,325 13,073 3,555 3,063 6,414 4,882 5,901 1,549

403 78 77 41 61 35 41 44 26

46,560 13,800 11,072 3,028 2,883 5,302 4,344 4,721 1,410

13.3 12.7 14.9 11.2 14.8 12.2 12.2 14.3 15.3

111 31 22 9 3 17 12 14 3

8,202 2,525 2,001 527 180 1,112 538 1,180 139

Hospitals

Beds

Hospitals

Beds

6,142 6,078

931,057 920,021

4,800 4,744


242 40 39 102 30 15 16

41,532 9,707 3,837 18,909 3,562 3,704 1,813


543 97 215 231


Total All areas United States


enrollees

(Continued)


8.C Medicare: Participating Facilities Table 8.C2—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of participating hospitals and certified beds, by type of hospital, census division, and state or other area, December 2014—Continued Short-stay and critical access hospitals a

All hospitals Census division and state or area Pacific Alaska California Hawaii Oregon Washington Outlying areas Puerto Rico U.S. Virgin Islands Other

Other non-short-stay c

Beds per 1,000 b

Hospitals

Beds

96,337 1,368 73,250 2,066 7,701 11,952

12.8 17.2 13.7 8.7 10.6 10.4

102 3 77 5 4 13

9,934 265 7,003 428 276 1,962

10,312 9,627 320 365

13.1 12.9 17.2 18.1

8 8 0 0

724 724 0 0

Hospitals

Beds

Hospitals

Beds

631 25 415 26 63 102

106,271 1,633 80,253 2,494 7,977 13,914

529 22 338 21 59 89

64 59 2 3

11,036 10,351 320 365

56 51 2 3

enrollees

SOURCE: Centers for Medicare & Medicaid Services. a. Critical access hospitals are included with short-stay hospitals because, though not subject to one of the Medicare inpatient hospital prospective payment systems, they essentially function as and are viewed as short-stay hospitals by their communities. b. Based on total number of persons enrolled in the Hospital Insurance program as of July 1, 2014. c. Other non-short-stay hospitals include long-term hospitals, psychiatric hospitals, rehabilitation hospitals, children's hospitals, and religious nonmedical institutions. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.C Medicare: Participating Facilities Table 8.C3—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of participating skilled nursing facilities, home health agencies, Clinical Laboratory Improvement Act facilities, and end-stage renal disease facilities, by census division and state or other area, December 2014 Skilled nursing facilities Census division and state or area

a


Clinical Laboratory Improvement Act facilities

End-stage renal disease facilities

Beds per 1,000 Number

Beds

15,179 15,173

1,594,927 1,594,719

29.7 30.4

12,268 12,213

250,247 248,722

6,374 6,321

934 229 103 409 72 84 37

99,642 27,636 6,639 46,467 7,153 8,656 3,091

37.1 44.8 22.3 39.1 27.7 43.9 24.2

387 89 26 196 36 28 12

10,450 2,879 1,031 4,200 1,060 780 500

182 44 17 80 18 15 8


1,682 363 627 692

253,853 51,721 116,514 85,618

35.3 35.7 35.8 34.4

625 48 158 419

26,532 6,321 11,459 8,752

686 149 260 277


2,978 708 518 424 952 376

292,862 74,838 49,542 45,441 90,277 32,764

36.2 37.4 44.1 24.6 43.2 32.0

2,597 787 231 664 798 117

39,336 10,377 5,811 8,262 10,872 4,014

1,030 274 150 197 296 113


1,952 419 292 368 494 200 81 98

153,781 28,804 20,195 28,708 48,997 14,655 6,102 6,320

42.6 51.4 42.4 32.4 44.1 48.0 52.4 41.7

793 163 119 208 177 74 17 35

19,178 3,090 2,716 4,034 5,731 2,078 656 873

465 67 52 113 156 37 16 24


2,320 41 18 686 353 225 419 188 273 117

258,292 4,564 2,534 82,247 38,402 27,596 43,689 19,167 30,404 9,689

23.8 26.2 30.1 21.1 26.4 30.6 25.4 21.2 23.3 23.6

1,911 23 25 1,164 108 54 177 69 233 58

54,910 903 517 20,569 8,465 4,121 8,386 4,202 5,852 1,895

1,419 24 20 397 321 139 196 132 154 36


1,003 224 288 179 312

102,234 26,273 26,591 16,351 33,019

28.9 27.9 31.8 29.8 27.4

442 149 104 46 143

17,017 4,134 4,086 2,721 6,076

523 161 113 79 170


1,981 225 280 295 1,181

214,126 23,638 34,465 27,236 128,787

38.8 40.5 44.7 41.0 36.7

3,326 172 212 272 2,670

34,487 2,428 4,436 3,668 23,955

864 65 154 81 564

754 144 203 78 82 51 69 92 35

70,742 15,794 18,886 5,946 6,620 5,727 6,798 8,207 2,764

20.2 14.5 25.4 21.9 34.1 13.2 19.1 24.8 30.0

737 157 170 46 27 132 74 104 27

16,403 5,423 3,477 1,232 765 1,602 1,556 1,870 478

369 114 77 28 12 48 42 39 9

Total All areas United States New England Connecticut Maine Massachusetts New Hampshire Rhode Island Vermont


enrollees

(Continued)


8.C Medicare: Participating Facilities Table 8.C3—Medicare Part A (Hospital Insurance) and/or Part B (Supplementary Medical Insurance): Number of participating skilled nursing facilities, home health agencies, Clinical Laboratory Improvement Act facilities, and end-stage renal disease facilities, by census division and state or other area, December 2014—Continued Skilled nursing facilities Census division and state or area Pacific Alaska California Hawaii Oregon Washington Outlying areas Puerto Rico U.S. Virgin Islands Other

a


Clinical Laboratory Improvement Act facilities

End-stage renal disease facilities

Beds per 1,000 Number

Beds

enrollees

1,569 18 1,164 46 125 216

149,187 693 113,482 4,044 11,042 19,926

19.8 8.7 21.2 17.1 15.2 17.4

1,395 12 1,247 16 58 62

30,409 671 21,918 868 2,827 4,125

783 8 604 25 62 84

6 4 1 1

208 126 40 42

0.3 0.2 2.2 2.1

55 46 3 6

1,525 1,349 61 115

53 41 4 8

SOURCE: Centers for Medicare & Medicaid Services. a. Based on total number of beneficiaries enrolled in the Hospital Insurance program as of July 1, 2014. CONTACT: Maria Diacogiannis (410) 786-0178 or [email protected].


8.E Medicaid: Recipients Table 8.E1—Number of recipients, total vendor payments, and average payment, by type of medical service, fiscal years 1985–2013 Intermediate care facility services for—

Inpatient services in—

a

Intellectually General Mental hospital hospital disabled

All Nursing other facility b

Physicians'

Dental

OutOther practi- patient tioner hospital

Clinic

Laboratory and radiological

PreHome scribed Family drugs planning health

Capitation payments

Other c

Year

Total

1985 1986 1987 1988 1989

21,814 22,515 23,109 22,907 23,511

3,434 3,544 3,767 3,832 4,170

60 53 57 60 90

147 145 149 145 148

828 828 849 866 888

547 571 572 579 564

14,387 14,894 15,373 15,265 15,686

4,672 5,161 5,131 5,072 4,214

3,357 3,451 3,542 3,480 3,555

10,072 10,702 10,979 10,533 11,344

2,121 2,027 2,183 2,256 2,391

6,354 7,123 7,596 7,579 7,759

535 593 609 569 609

13,921 14,704 15,083 15,323 15,916

1,636 1,732 1,652 1,525 1,564

------

5,371 5,573 5,957 6,601 7,278

1990 1991 1992 1993 1994

25,255 28,280 30,926 33,432 35,053

4,593 5,072 5,768 5,894 5,866

92 65 77 75 85

147 146 151 149 159

860 b b b b

601 1,500 1,573 1,610 1,639

17,078 19,321 21,627 23,746 24,267

4,552 5,209 5,700 6,174 6,352

3,873 4,282 4,711 5,229 5,409

12,370 14,137 15,120 16,436 16,567

2,804 3,511 4,115 4,839 5,258

8,959 10,505 11,804 12,970 13,412

719 813 925 1,067 1,293

17,294 19,602 22,030 23,901 24,471

1,752 2,185 2,550 2,538 2,566

------

8,302 10,319 12,427 15,035 17,321

1995 1996 1997 1998 1999

36,282 36,118 34,873 40,649 40,300

5,561 5,362 4,746 4,273 4,479

84 93 87 135 96

151 140 136 126 121

b b b b b

1,667 1,594 1,603 1,646 1,624

23,789 22,861 21,170 18,555 18,052

6,383 6,208 5,935 4,965 5,577

5,528 5,343 5,142 4,342 3,945

16,712 15,905 13,632 12,158 12,323

5,322 5,070 4,713 5,285 6,660

13,064 12,607 11,074 9,381 10,103

1,639 1,727 1,861 1,225 808

23,723 22,585 20,954 19,338 19,428

2,501 2,366 2,091 2,011 ...

------

19,277 21,104 20,284 34,820 37,484

2000 2001 2002 2003 2004

42,886 46,163 49,329 51,971 55,002

4,912 4,879 5,046 5,217 5,425

99 91 100 105 117

118 116 117 114 114

b b b b b

1,705 1,702 1,760 1,691 1,709

18,965 20,021 22,065 22,857 23,612

5,922 7,018 7,881 8,510 9,037

4,758 5,102 5,566 5,746 5,933

13,169 7,677 13,731 8,463 14,831 9,491 15,511 10,162 15,888 11,102

11,438 12,339 14,062 14,687 15,875

1,007 1,013 1,064 1,184 1,146

20,324 21,910 24,380 26,075 27,549

... ... ... ... ...

------

40,732 44,608 49,556 53,128 69,340

2005 d 2006 e 2007 f 2008 g 2009 h

57,643 57,732 56,825 58,705 62,458

5,488 6,268 5,126 5,256 5,433

120 138 112 108 115

109 107 104 102 101

b b b b b

1,712 1,722 1,644 1,616 1,644

24,204 9,328 23,265 9,514 22,054 9,530 21,656 9,807 22,755 10,971

5,904 5,881 5,425 5,160 5,409

16,314 16,015 14,970 14,773 16,476

11,913 11,858 11,732 11,843 12,738

16,020 16,202 15,808 15,600 16,203

1,195 1,191 1,190 1,143 1,087

28,385 27,310 23,944 24,583 26,786

... ... ... ... ...

------

74,296 76,864 62,604 65,412 68,256

2010 i 2011 j 2012 k 2013 l

65,562 69,179 69,334 73,656

5,259 5,160 4,718 9,117

123 123 120 165

99 95 92 96

b b b b

1,547 1,626 1,510 1,686

23,752 24,226 23,777 48,094

5,953 5,800 5,739 10,348

15,701 16,307 15,588 29,414

13,403 14,488 14,194 17,487

16,867 16,936 16,411 31,100

1,137 1,097 1,144 1,789

29,018 30,517 26,822 42,229

... ... ... ...

---74,547

74,490 97,036 91,487 37,144

Number of recipients (thousands)

12,414 13,507 13,193 20,806

(Continued)


8.E Medicaid: Recipients Table 8.E1—Number of recipients, total vendor payments, and average payment, by type of medical service, fiscal years 1985–2013 —Continued Inpatient services in—

a

Intermediate care facility services for—



Physicians'

Dental


Clinic



Capitation payments

Other c

Year

Total

1985 1986 1987 1988 1989

37,508 41,005 45,050 48,710 54,500

9,453 10,364 11,302 12,076 13,378

1,192 1,113 1,409 1,375 1,470

4,731 5,072 5,591 6,022 6,649

6,516 6,773 7,280 7,923 8,871

5,071 5,660 5,967 6,354 6,660

2,346 2,547 2,776 2,953 3,408

458 531 541 577 498

251 252 263 284 317

1,789 1,980 2,226 2,413 2,837

714 807 963 1,105 1,249

337 424 475 543 590

1,120 1,352 1,690 2,015 2,572

2,315 2,692 2,988 3,294 3,689

195 226 228 206 227

------

1,020 1,212 1,349 1,569 2,085

1990 1991 1992 1993 1994

64,859 77,048 90,814 101,709 108,270

16,674 19,891 23,503 25,734 26,180

1,714 2,010 2,196 2,161 2,057

7,354 7,680 8,550 8,831 8,347

9,667 b b b b

8,026 20,709 23,544 25,431 27,095

4,018 4,952 6,102 6,952 7,189

593 710 851 961 969

372 437 538 937 1,040

3,324 4,283 5,279 6,215 6,342

1,688 2,211 2,818 3,457 3,747

721 897 1,035 1,137 1,176

3,404 4,101 4,886 5,601 7,042

4,420 5,424 6,765 7,970 8,875

265 359 500 538 516

------

2,618 3,384 4,243 5,784 7,695

1995 1996 1997 1998 1999

120,141 121,685 124,429 142,318 147,372

26,331 25,176 23,143 21,499 21,341

2,511 2,040 2,009 2,801 1,638

10,383 9,555 9,798 9,482 8,756

b b b b b

29,052 29,630 30,504 31,892 31,976

7,360 7,238 7,041 6,070 6,420

1,019 1,028 1,036 901 1,155

986 1,094 979 587 464

6,627 6,504 6,169 5,759 5,895

4,280 4,222 4,252 3,921 5,439

1,180 1,208 1,033 939 1,143

9,406 10,868 12,237 2,702 2,714

9,791 10,697 11,972 13,522 15,933

514 474 418 449 ...

------

10,700 11,948 12,958 38,747 44,492

2000 2001 2002 2003 2004

168,442 186,913 213,497 233,206 257,748

24,130 25,943 29,123 31,549 34,914

1,769 1,959 2,128 2,143 2,326

9,375 9,700 10,676 10,861 11,193

b b b b b

34,527 37,322 39,286 40,381 42,008

6,809 7,438 8,349 9,210 10,061

1,413 1,896 2,309 2,595 2,867

663 761 842 882 951

7,081 7,496 8,469 9,252 10,261

6,137 5,602 6,704 7,312 8,336

1,292 1,622 2,160 2,365 2,695

3,133 3,520 3,926 4,404 4,566

19,898 23,764 28,404 33,714 39,476

... ... ... ... ...

------

52,209 59,884 71,121 78,537 88,096

2005 2006 e 2007 f 2008 g 2009 h

d

275,569 268,505 276,539 296,560 320,752

35,347 36,466 36,894 37,219 38,146

2,333 2,392 2,406 2,373 2,451

11,730 11,854 11,759 12,556 12,682

b b b b b

44,675 45,674 46,629 47,693 48,414

11,278 10,581 10,066 10,502 11,334

3,045 3,123 3,240 3,810 4,594

1,182 1,148 921 883 928

10,228 8,986 10,454 8,736 10,421 8,730 10,883 9,114 11,746 10,027

2,927 2,988 2,927 2,926 3,186

5,361 5,917 6,323 6,602 7,008

42,830 28,243 22,312 23,540 25,185

... ... ... ... ...

------

95,649 100,930 113,394 127,180 144,063

2010 i 2011 j 2012 k 2013 l

338,803 366,628 366,993 373,185

38,024 37,030 36,484 35,528

2,540 2,463 4,445 2,173

12,563 13,144 12,030 11,414

b b b b

49,026 48,499 47,419 46,514

11,754 12,126 11,691 10,654

5,359 5,724 5,588 3,757

1,092 1,675 1,843 1,804

12,387 13,109 13,260 12,543

3,446 3,524 3,390 2,828

7,018 7,195 6,520 6,413

26,742 29,706 23,609 18,269

... -- 156,892 ... -- 180,065 ... -- 187,644 . . . 142,023 66,871

Total vendor payments (millions of dollars)

10,435 12,371 11,741 12,394

(Continued)


8.E Medicaid: Recipients Table 8.E1—Number of recipients, total vendor payments, and average payment, by type of medical service, fiscal years 1985–2013 —Continued Inpatient services in—

Year

Total

a

Intermediate care facility services for—



Physicians'

Dental


Clinic



Capitation payments

Other c

Average payment (dollars) 1985 1986 1987 1988 1989

1,719 1,821 1,949 2,126 2,318

2,753 2,924 3,000 3,151 3,208

20,021 20,952 24,714 22,956 16,397

32,238 35,089 37,490 41,413 44,999

7,868 8,182 8,571 9,153 9,994

9,278 9,910 10,432 10,971 11,809

163 171 181 193 217

98 103 105 114 118

75 73 74 82 89

178 185 203 229 250

337 398 441 490 523

53 60 63 72 76

2,092 2,278 2,777 3,542 4,225

166 183 198 215 232

119 130 138 135 145

------

190 217 227 238 286

1990 1991 1992 1993 1994

2,568 2,725 2,936 3,042 3,089

3,630 3,922 4,075 4,366 4,463

18,548 30,948 28,364 28,948 24,120

50,048 11,236 52,750 b 56,502 b 59,156 b 52,571 b

13,356 13,811 14,965 15,798 16,533

235 256 282 293 296

130 136 149 156 153

96 102 114 179 192

269 303 349 378 383

602 630 685 714 713

80 85 88 88 88

4,733 5,048 5,283 5,250 5,445

256 277 307 333 363

151 164 196 212 201

------

315 328 342 385 444

1995 1996 1997 1998 1999

3,311 3,369 3,568 3,501 3,657

4,735 4,696 4,877 5,031 4,764

29,847 21,873 22,990 20,701 16,913

68,613 68,232 72,033 74,960 72,180

b b b b b

17,424 18,589 19,029 19,379 19,688

309 317 333 327 356

160 166 275 182 207

178 205 190 135 118

397 409 453 474 478

804 833 902 742 817

90 96 93 100 113

5,740 6,293 6,575 2,206 3,356

413 474 571 699 820

206 200 200 223 ...

------

555 566 639 1,113 1,187

2000 2001 2002 2003 2004

3,928 4,049 4,328 4,487 4,686

4,912 5,317 5,771 6,047 6,435

17,780 21,482 21,377 20,503 19,928

78,882 83,191 91,588 95,287 98,281

b b b b b

20,240 21,926 22,326 23,882 24,585

359 372 378 403 426

239 270 293 305 317

139 149 151 154 160

538 546 571 596 646

799 662 706 720 751

113 132 154 161 170

3,111 3,473 3,689 3,720 3,984

979 1,085 1,165 1,293 1,433

... ... ... ... ...

------

1,282 1,342 1,435 1,478 1,270

2005 d 2006 e 2007 f 2008 g 2009 h

4,781 4,651 4,867 5,052 5,136

6,441 5,818 7,197 7,082 7,021

19,397 17,327 21,433 21,964 21,365

107,205 110,385 113,545 123,032 125,521

b b b b b

26,097 26,519 28,368 29,515 29,448

466 455 456 485 498

326 328 340 388 419

200 195 170 171 172

627 653 696 737 713

754 737 744 770 787

183 184 185 188 197

4,487 4,970 5,313 5,773 6,445

1,509 1,034 932 958 940

... ... ... ... ...

------

1,287 1,313 1,811 1,944 2,111

2010 i 2011 j 2012 k 2013 l

5,168 5,300 5,293 5,067

7,230 7,176 7,732 3,897

20,691 20,044 37,092 13,210

126,507 138,894 130,432 118,386

b b b b

31,686 29,825 31,401 27,585

495 501 492 222

432 424 424 181

184 289 321 174

789 804 851 426

779 854 827 709

204 208 207 91

6,174 6,556 5,701 3,584

922 973 880 433

... ... ... ...

---1,905

2,106 1,856 2,051 1,800

SOURCES: Data through fiscal year 1998 are from HCFA Form 2082; data for fiscal years 1999–2012 are from Medicaid Statistical Information System (MSIS) State Summary Data, Centers for Medicare & Medicaid Services (CMS); data for fiscal year 2013 are from claims files in the MSIS Granular file, CMS. NOTES: Beginning with fiscal year 1999, excludes recipients in Puerto Rico and the U.S. Virgin Islands. Data are not available. Beginning with data for fiscal year 2011, the methodology for categorizing medical service types was slightly revised. Beginning with data for fiscal year 2013, the methodology for producing recipient counts was revised to include those who received at least one service through Medicaid or Separate Children's Health Insurance Program (CHIP). Payment amounts are derived from records for all claim types. Totals do not necessarily equal the sum of rounded components. The MSIS Data Anomalies Report (https://www.cms.gov/Research-Statistics-Data-and-Systems/Computer-Data-and-Systems/MedicaidDataSourcesGenInfo/MSIS -Tables.html) documents any postpublication data quality issues. . . . = not applicable; -- = not available. a. Total represents the unduplicated number of recipients receiving any type of medical service during the year. b. Beginning in fiscal year 1991, "Nursing facility services" category combines "Intermediate care facility services, All other" and "Skilled nursing facility services," which were previously separate. Data under "Nursing facility services" before fiscal year 1991 reflect "Skilled nursing facility services." c. Data for fiscal years 1998–2012 included several new services combined with "Other" (excluding unknowns). Beginning with data for fiscal year 2013, "Other" includes unknown and invalid values. d. Fiscal year 2005 data are not available for Maine. Fiscal year 2004 data have been substituted. e. Fiscal year 2006 data are not available for Maine and Nevada. Fiscal year 2004 data have been substituted for Maine, and fiscal year 2005 data have been substituted for Nevada. f. Fiscal year 2007 data are not available for Hawaii and Maine. Fiscal year 2006 data have been substituted for Hawaii, and fiscal year 2005 data have been substituted for Maine. g. Fiscal year 2008 data are not available for Hawaii and Utah. Fiscal year 2007 data have been substituted. h. Fiscal year 2009 data are not available for Hawaii, Massachusetts, Missouri, Pennsylvania, Utah, and Wisconsin. Fiscal year 2007 data have been substituted for Hawaii and Utah, and fiscal year 2008 data have been substituted for Massachusetts, Missouri, Pennsylvania, and Wisconsin. (Continued)


8.E Medicaid: Recipients Table 8.E1—Number of recipients, total vendor payments, and average payment, by type of medical service, fiscal years 1985–2013 —Continued i. Fiscal year 2010 data are not available for Colorado, Hawaii, Idaho, Missouri, New Hampshire, Utah, and Wisconsin. Fiscal year 2007 data have been substituted for Hawaii and Utah. Fiscal year 2008 data have been substituted Missouri and Wisconsin. Fiscal year 2009 data have been substituted for Colorado, Idaho, and New Hampshire. j. Fiscal year 2011 data are not available for Maine. Fiscal year 2010 data have been substituted. k. Fiscal year 2012 data are not available for Arizona, Colorado, the District of Columbia, Florida, Hawaii, Idaho, Kansas, Louisiana, Maine, Massachusetts, Texas, and Utah. Fiscal year 2011 data have been substituted. l. Fiscal year 2013 data are not available for Colorado, the District of Columbia, Idaho, and Rhode Island. Fiscal year 2011 data have been substituted for Colorado and Idaho, and fiscal year 2012 data have been substituted for the District of Columbia and Rhode Island. Fiscal year 2013 data for Kansas, Louisiana, North Dakota, New Hampshire, and Utah are from partial-year claims files and do not reflect fiscal year totals. CONTACT: (410) 965-0090 or [email protected].


8.E Medicaid: Recipients Table 8.E2—Number of recipients, total vendor payments, and average payment, by type of eligibility category, fiscal years 1985–2013 Medicaid

Total a

Year

Aged 65 or older

Blind

Permanent and total disability

Dependent children under age 21

Adults in families with dependent children

Other

Separate Children's Health Insurance Program (CHIP)

Number of recipients (thousands) 1985 1986 1987 1988 1989

21,814 22,515 23,109 22,907 23,511

3,061 3,140 3,224 3,159 3,132

80 82 85 86 95

2,937 3,100 3,296 3,401 3,496

9,757 10,029 10,168 10,037 10,318

5,518 5,647 5,599 5,503 5,717

1,214 1,362 1,418 1,343 1,175

------

1990 1991 1992 1993 1994

25,255 28,280 30,926 33,432 35,053

3,202 3,359 3,742 3,863 4,035

83 85 84 84 87

3,635 3,983 4,378 4,932 5,372

11,220 13,415 15,104 16,285 17,194

6,010 6,778 6,954 7,505 7,586

1,105 658 664 763 779

------

1995 1996 1997 1998 1999

36,282 36,118 34,872 40,649 40,300

4,119 4,285 3,955 3,964 4,241

92 95 ... ... ...

5,767 6,126 6,129 6,638 7,303

17,164 16,739 15,791 18,964 20,119

7,604 7,127 6,803 7,908 8,552

1,537 1,746 2,195 3,176 846

------

2000 2001 2002 2003 2004

42,886 46,163 49,329 51,971 55,002

4,289 4,420 3,890 4,041 4,318

... ... ... ... ...

7,479 7,703 7,411 7,669 7,933

21,086 22,533 22,421 23,992 25,613

10,543 11,639 11,253 11,679 12,225

862 869 4,354 4,591 4,913

------

2005 2006 c 2007 d 2008 e 2009 f

b

57,643 57,732 56,825 58,705 62,458

4,396 4,375 4,043 4,144 4,188

... ... ... ... ...

8,210 8,332 8,424 8,689 8,998

26,337 26,771 26,584 28,043 28,634

12,529 12,598 12,371 12,891 13,907

6,171 5,656 5,402 4,939 6,731

------

2010 g 2011 h 2012 i 2013 j

65,562 69,179 69,334 73,656

4,286 4,337 4,320 4,113

... ... ... ...

9,287 9,759 9,856 9,549

30,236 31,480 31,466 29,755

15,094 16,109 16,522 14,010

6,659 6,694 5,996 7,272

---8,957 (Continued)


8.E Medicaid: Recipients Table 8.E2—Number of recipients, total vendor payments, and average payment, by type of eligibility category, fiscal years 1985–2013—Continued Medicaid

Total a

Year

Aged 65 or older

Blind




Other


Total vendor payments (millions of dollars) 1985 1986 1987 1988 1989

37,508 41,005 45,050 48,710 54,500

14,096 15,097 16,037 17,135 18,558

249 277 309 344 409

13,203 14,635 16,507 18,250 20,476

4,414 5,135 5,508 5,848 6,892

4,746 4,880 5,592 5,883 6,897

798 980 1,078 1,198 1,268

------

1990 1991 1992 1993 1994

64,859 77,048 90,814 101,709 108,270

21,508 25,453 29,078 31,554 33,618

434 475 530 589 644

23,969 27,798 33,326 38,065 41,654

9,100 11,690 14,491 16,504 17,302

8,590 10,439 12,185 13,605 13,585

1,257 1,193 1,204 1,391 1,467

------

1995 1996 1997 1998 1999

120,141 121,685 124,430 142,318 147,372

36,527 36,947 37,721 40,602 40,470

848 869 ... ... ...

48,570 51,196 54,130 60,375 63,028

17,976 17,544 17,544 22,806 20,765

13,511 12,275 12,307 14,833 15,141

2,708 2,853 2,727 3,702 7,966

------

2000 2001 2002 2003 2004

168,442 186,913 213,497 233,206 257,748

44,560 48,431 52,012 55,271 59,541

... ... ... ... ...

72,772 80,493 92,414 102,014 111,614

23,490 26,770 31,595 35,079 39,194

17,671 20,096 23,525 26,689 30,522

9,948 11,121 13,950 14,153 16,877

------

2005 2006 c 2007 d 2008 e 2009 f

b

275,569 268,505 276,539 296,560 320,752

63,358 58,109 57,362 61,116 63,531

... ... ... ... ...

119,647 116,209 119,621 128,945 139,051

42,012 44,645 47,763 57,073 57,382

32,385 32,871 33,764 37,133 43,266

18,167 16,670 18,029 12,294 17,523

------

2010 g 2011 h 2012 i 2013 j

338,803 366,628 366,993 373,185

65,173 66,981 66,309 62,127

... ... ... ...

146,900 155,630 156,129 153,068

61,291 65,582 65,732 68,575

47,613 52,712 54,649 49,005

17,827 24,289 22,099 12,912

---27,498 (Continued)


8.E Medicaid: Recipients Table 8.E2—Number of recipients, total vendor payments, and average payment, by type of eligibility category, fiscal years 1985–2013—Continued Medicaid

Year

Total a

Aged 65 or older

Blind




Other


Average payment (dollars) 1985 1986 1987 1988 1989

1,719 1,821 1,949 2,126 2,318

4,605 4,808 4,975 5,425 5,926

3,104 3,401 3,644 4,005 4,317

4,496 4,721 5,008 5,366 5,858

452 512 542 583 668

860 864 999 1,069 1,206

658 719 761 891 1,079

------

1990 1991 1992 1993 1994

2,568 2,725 2,936 3,042 3,089

6,717 7,577 7,770 8,168 8,331

5,212 5,572 6,298 7,036 7,412

6,595 6,979 7,612 7,717 7,755

811 871 959 1,013 1,006

1,429 1,540 1,752 1,813 1,791

1,138 1,813 1,813 1,824 1,884

------

1995 1996 1997 1998 1999

3,311 3,369 3,568 3,501 3,657

8,868 8,622 9,538 10,242 9,541

9,256 9,143 ... ... ...

8,422 8,357 8,832 9,095 8,630

1,047 1,048 1,111 1,203 1,032

1,777 1,722 1,809 1,876 1,770

1,762 1,635 3,597 1,166 9,407

------

2000 2001 2002 2003 2004

3,928 4,049 4,328 4,487 4,686

10,388 10,957 13,370 13,677 13,790

... ... ... ... ...

9,729 10,449 12,470 13,303 14,070

1,114 1,188 1,409 1,462 1,530

1,676 1,727 2,091 2,285 2,497

11,536 12,792 3,204 3,083 3,435

------

2005 b 2006 c 2007 d 2008 e 2009 f

4,781 4,651 4,867 5,052 5,136

14,413 13,283 14,187 14,748 15,169

... ... ... ... ...

14,574 13,947 14,200 14,840 15,454

1,595 1,668 1,797 2,035 2,004

2,585 2,609 2,729 2,881 3,111

2,944 2,947 3,337 2,489 2,603

------

2010 g 2011 h 2012 i 2013 j

5,168 5,300 5,293 5,067

15,206 15,444 15,350 15,104

... ... ... ...

15,817 15,947 15,841 16,030

2,027 2,083 2,089 3,498

3,154 3,272 3,308 2,305

2,677 3,629 3,686 1,776

---3,070

SOURCES: Data through fiscal year 1998 are from HCFA Form 2082; data for fiscal years 1999–2012 are from Medicaid Statistical Information System (MSIS) State Summary Data, Centers for Medicare & Medicaid Services (CMS); data for fiscal year 2013 are from claims files in the MSIS Granular file, CMS. NOTES: Totals do not necessarily equal the sum of rounded components. Beginning with fiscal year 1997, "Disability" includes blindness. "Children" includes foster care children, and "Other" are "Unknowns." In fiscal years 1999 and 2000, "Other" includes foster care children and "Unknowns." In fiscal years 2001 and 2002, "Other" includes foster care children, "Unknowns," and individuals covered under the Breast and Cervical Cancer Prevention and Treatment Act of 2000. Beginning with fiscal year 1999, excludes recipients in Puerto Rico and the U.S. Virgin Islands. Data are not available. Beginning with data for fiscal year 2013, the methodology for producing recipient counts was revised to include those who received at least one service through Medicaid or Separate CHIP. Payment amounts are derived from records for all claim types. The MSIS Data Anomalies Report (https://www.cms.gov/Research-Statistics-Data-and-Systems/Computer-Data-and-Systems/MedicaidDataSourcesGenInfo/MSIS -Tables.html) documents any postpublication data quality issues. . . . = not applicable; -- = not available. a. Total represents the unduplicated number of recipients receiving any type of medical service during the year. b. Fiscal year 2005 data are not available for Maine. Fiscal year 2004 data have been substituted. c. Fiscal year 2006 data are not available for Maine and Nevada. Fiscal year 2004 data have been substituted for Maine, and fiscal year 2005 data have been substituted for Nevada. d. Fiscal year 2007 data are not available for Hawaii and Maine. Fiscal year 2006 data have been substituted for Hawaii, and fiscal year 2005 data have been substituted for Maine. e. Fiscal year 2008 data are not available for Hawaii and Utah. Fiscal year 2007 data have been substituted. f. Fiscal year 2009 data are not available for Hawaii, Massachusetts, Missouri, Pennsylvania, Utah, and Wisconsin. Fiscal year 2007 data have been substituted for Hawaii and Utah, and fiscal year 2008 data have been substituted for Massachusetts, Missouri, Pennsylvania, and Wisconsin. g. Fiscal year 2010 data are not available for Colorado, Hawaii, Idaho, Missouri, New Hampshire, Utah, and Wisconsin. Fiscal year 2007 data have been substituted for Hawaii and Utah. Fiscal year 2008 data have been substituted Missouri and Wisconsin. Fiscal year 2009 data have been substituted for Colorado, Idaho, and New Hampshire. (Continued)


8.E Medicaid: Recipients Table 8.E2—Number of recipients, total vendor payments, and average payment, by type of eligibility category, fiscal years 1985–2013—Continued h. Fiscal year 2011 data are not available for Maine. Fiscal year 2010 data have been substituted. i. Fiscal year 2012 data are not available for Arizona, Colorado, the District of Columbia, Florida, Hawaii, Idaho, Kansas, Louisiana, Maine, Massachusetts, Texas, and Utah. Fiscal year 2011 data have been substituted. j. Fiscal year 2013 data are not available for Colorado, the District of Columbia, Idaho, and Rhode Island. Fiscal year 2011 data have been substituted for Colorado and Idaho, and fiscal year 2012 data have been substituted for the District of Columbia and Rhode Island. Fiscal year 2013 data for Kansas, Louisiana, North Dakota, New Hampshire, and Utah are from partial-year claims files and do not reflect fiscal year totals. CONTACT: (410) 965-0090 or [email protected].


8.H Medicaid: State Data Table 8.H1—Number of recipients, total payments, and average payment, by state, fiscal year 2013 Number of recipients

Total payments (millions of dollars)

Average payment (dollars)

75,116,262

381,818

5,083

972,464 147,152 1,629,466 821,432 12,329,162

4,179 1,363 8,229 3,619 42,135

4,297 9,260 5,050 4,406 3,418

Colorado Connecticut Delaware c District of Columbia Florida

737,469 770,102 253,481 235,665 4,292,011

3,479 6,241 1,662 2,128 20,304

4,717 8,104 6,558 9,028 4,731

Georgia Hawaii b Idaho Illinois Indiana

2,265,966 338,288 261,014 3,184,130 1,331,530

9,310 1,508 1,444 13,944 6,700

4,109 4,459 5,533 4,379 5,032

Iowa d Kansas Kentucky d Louisiana Maine

577,291 364,604 1,029,812 1,237,108 358,745

3,584 650 5,707 2,741 2,056

6,209 1,784 5,542 2,216 5,732


1,206,054 1,585,558 2,381,774 1,194,721 779,079

7,432 11,382 11,549 8,561 3,842

6,162 7,178 4,849 7,166 4,932

Missouri Montana Nebraska Nevada d New Hampshire

1,204,134 146,718 311,745 407,898 152,569

7,279 886 1,822 1,477 774

6,045 6,038 5,845 3,621 5,071

New Jersey New Mexico New York North Carolina d North Dakota

1,633,235 648,247 6,541,857 2,208,469 80,560

9,832 2,633 50,887 10,037 398

6,020 4,062 7,779 4,545 4,941

Ohio Oklahoma Oregon Pennsylvania c Rhode Island

2,684,992 1,072,438 798,288 2,589,889 226,119

16,417 4,090 3,996 18,749 1,582

6,114 3,814 5,006 7,239 6,998

South Carolina South Dakota Tennessee Texas d Utah

1,058,170 135,902 1,544,659 6,294,317 408,281

4,996 779 13,644 22,084 1,936

4,721 5,732 8,833 3,509 4,743

State United States

a

Alabama Alaska Arizona Arkansas California b

(Continued)


8.H Medicaid: State Data Table 8.H1—Number of recipients, total payments, and average payment, by state, fiscal year 2013—Continued State

Number of recipients

Total payments (millions of dollars)

Average payment (dollars)

191,066 1,134,346 1,474,006 416,992 1,389,663 77,624

1,136 6,394 6,684 3,216 5,737 603

5,945 5,636 4,534 7,712 4,128 7,770


SOURCE: State claims files in the Medicaid Statistical Information System (MSIS) Granular file, Centers for Medicare & Medicaid Services. NOTES: Beginning with data for fiscal year 2013, the methodology for producing recipient counts was revised to include those who received at least one service through Medicaid or Separate Children's Health Insurance Program (CHIP). Payment amounts are derived from records for all claim types. Totals do not necessarily equal the sum of rounded components. The MSIS Data Anomalies Report (https://www.cms.gov/Research-Statistics-Data-and-Systems/Computer-Data-and-Systems/MedicaidDataSourcesGenInfo/MSIS -Tables.html) documents any postpublication data quality issues. a. Excludes recipients in Puerto Rico and the U.S. Virgin Islands. Data are not available. b. Fiscal year 2013 data are not available for Colorado and Idaho. Fiscal year 2011 data from the MSIS State Summary Data file have been substituted. c. Fiscal year 2013 data are not available for the District of Columbia and Rhode Island. Fiscal year 2012 data from the MSIS State Summary Data file have been substituted. d. Data for Kansas, Louisiana, North Dakota, New Hampshire, and Utah are from partial-year claims files and do not reflect fiscal year totals. CONTACT: (410) 965-0090 or [email protected].


Section 9

Other Social Insurance Programs and Veterans’ Benefits Other Social Insurance Programs Unemployment Insurance

9.1


9.3


9.9

Black Lung Benefits

9.10

Veterans’ Benefits

9.12

9.A Other Social Insurance Programs: Unemployment Insurance Table 9.A2—Summary data on state programs, by state or other area, 2013 Average weekly benefit for total Insured unemployment unemPercent ployment Total as percent of average payroll a of covered Number c weekly employ(millions of of first Amount d dollars) ment b payments (dollars) wages

Covered employment (excludes federal government)

State or area Total

Average number of workers (thousands)

132,144 6,496,223

Claimants exhausting benefits Average weekly Average actual insured unem- duration ployment (weeks)

Average employer Percent Benefits contriof first collected f bution paid g pay- (millions of (millions of rate h Number ments e dollars) dollars) (percent) Contributions

2.2 7,818,878

309.87

32.8 2,947,048

16.9 3,688,764

44.6

47,410

38,771

3.3

1,791 313 2,431 1,126 15,138

73,952 15,823 110,438 43,356 861,205

1.8 87,327 3.8 34,219 1.6 103,262 2.6 75,052 3.1 1,167,278

207.11 250.04 220.54 289.26 300.74

26.1 25.7 25.2 39.1 27.5

33,112 11,959 40,065 28,841 462,923

15.8 19.4 16.0 15.0 18.3

37,580 19,560 49,049 31,180 634,651

41.8 57.8 45.1 39.0 52.9

404 230 423 351 5,943

289 154 356 278 6,233

2.8 3.3 2.4 3.3 5.1


2,282 1,623 407 518 7,388

114,975 100,936 21,165 39,716 319,089

1.7 3.1 2.2 1.0 1.5

107,561 146,208 20,684 27,947 225,849

356.44 345.16 244.78 299.45 231.23

36.8 28.9 24.5 20.3 27.8

39,663 51,070 8,969 5,394 110,723

14.8 18.1 20.2 18.8 19.2

56,243 59,719 10,013 13,945 171,898

50.9 39.9 47.8 53.7 67.2

688 798 129 154 2,046

548 794 118 151 1,012

2.7 4.2 2.7 2.8 3.5


3,821 583 618 5,603 2,812

176,575 24,745 22,488 293,309 116,326

1.6 1.9 2.2 2.7 1.7

227,804 31,573 46,254 400,043 142,481

266.74 423.73 264.36 323.85 243.06

30.0 51.9 37.8 32.2 30.6

62,220 11,359 13,708 151,759 46,914

11.3 16.6 12.5 17.9 15.6

109,469 11,489 16,701 170,393 49,056

46.4 36.2 33.9 41.9 31.4

868 395 283 2,868 728

655 213 139 2,219 554

2.6 3.2 2.4 4.5 3.0


1,479 1,313 1,742 1,862 572

60,452 54,016 70,344 81,336 22,085

1.8 1.8 1.9 1.4 2.3

94,474 66,002 70,938 62,082 38,585

337.43 341.00 291.79 207.43 285.20

42.9 43.1 37.6 24.7 38.4

26,567 23,610 33,570 25,622 13,131

13.7 16.1 22.0 15.3 15.0

31,347 30,694 34,964 22,436 15,025

31.8 41.9 46.2 32.1 36.8

544 402 499 237 167

424 333 431 211 163

2.1 2.7 3.4 1.9 3.1


2,387 3,242 3,968 2,660 1,068

123,778 199,906 185,762 132,846 38,273

2.4 2.7 2.3 2.1 2.2

134,124 226,751 297,198 138,824 58,334

329.24 423.83 293.46 376.49 194.22

33.0 35.7 32.6 39.2 28.2

57,122 86,468 93,078 54,858 23,384

17.3 17.3 13.6 17.2 15.7

60,517 106,347 145,392 58,183 24,248

46.0 44.2 45.9 41.5 37.3

805 1,759 1,718 1,387 217

756 1,581 1,157 806 172

3.9 4.0 5.2 2.5 1.6


2,584 424 915 1,142 611

110,196 15,618 36,237 50,008 29,759

1.8 2.6 1.2 2.7 1.4

137,718 27,400 34,399 83,383 24,539

241.60 289.84 276.19 308.20 286.52

29.5 40.9 36.3 36.6 30.6

47,199 10,852 10,773 31,309 8,812

14.7 17.6 12.6 17.3 15.2

66,682 13,055 14,740 41,626 7,246

46.3 47.5 39.6 44.9 27.4

616 154 127 1,124 160

477 121 114 426 108

2.3 1.8 1.7 2.2 2.5


3,770 760 8,569 3,905 418

223,191 30,211 539,693 169,695 19,859

3.6 2.1 2.7 2.3 0.9

333,301 38,988 569,645 210,584 19,115

397.53 302.83 308.22 290.01 396.32

34.9 39.6 25.4 34.7 43.4

133,840 16,303 233,567 89,250 3,792

18.9 18.7 18.9 17.4 12.0

172,941 19,450 257,350 129,530 7,893

45.9 48.7 42.3 47.8 41.8

2,850 203 2,891 1,277 104

2,323 224 3,106 817 102

3.2 1.6 4.5 2.3 1.1


5,033 1,512 1,651 5,502 446

222,929 63,205 73,683 268,112 20,990

1.7 1.3 2.9 3.3 2.9

232,147 53,154 114,355 442,654 36,995

317.58 292.79 315.59 359.81 350.88

37.3 36.4 36.8 38.4 38.8

84,692 20,140 47,162 181,893 12,785

16.5 16.6 18.5 17.7 16.4

89,517 28,896 54,531 172,727 16,329

36.5 50.5 44.3 37.0 42.6

1,135 549 1,010 3,087 245

1,163 257 667 2,517 201

2.8 2.2 3.1 6.6 3.8

1,813 393 2,647 10,835 1,220

71,453 14,417 115,349 550,948 50,247

1.7 0.7 1.6 1.4 1.2

83,081 7,315 126,742 450,061 49,669

247.91 276.02 234.67 341.30 345.25

32.7 39.2 28.0 34.9 43.6

30,759 2,609 41,327 155,937 15,078

12.7 14.6 15.0 16.0 13.3

37,103 1,322 58,583 220,944 17,854

41.5 17.5 41.6 48.5 35.1

446 42 589 2,511 354

261 32 455 2,273 206

2.5 1.1 2.5 2.9 1.5



(Continued)


9.A Other Social Insurance Programs: Unemployment Insurance Table 9.A2—Summary data on state programs, by state or other area, 2013—Continued Average weekly benefit for total Insured unemployment unemPercent ployment Total as percent of average payroll a of covered Number c weekly employ(millions of of first Amount d dollars) ment b payments (dollars) wages

Covered employment (excludes federal government)

Claimants exhausting benefits

Average employer Percent Benefits contriof first collected f bution paid g pay- (millions of (millions of rate h Number ments e dollars) dollars) (percent) Contributions

State or area

Average number of workers (thousands)


295 3,469 2,889 680 2,692 272

12,226 174,596 151,846 26,708 114,691 12,141

2.1 1.2 2.3 2.5 2.8 1.5

21,454 123,969 195,029 51,736 214,125 15,311

313.12 295.37 387.30 275.00 276.14 359.10

39.2 30.5 38.3 36.4 33.7 41.8

6,125 42,609 67,842 17,150 76,692 4,067

13.8 16.1 16.2 15.9 15.9 15.4

4,406 61,789 70,084 18,256 74,736 6,124

20.4 48.6 34.2 33.0 33.1 37.3

136 770 1,300 207 1,165 133

85 576 1,147 224 839 80

4.1 2.9 1.8 3.0 4.0 3.1

910 38

23,937 1,385

4.1 2.9

88,404 2,751

119.14 337.16

23.6 47.8

37,309 1,086

20.4 19.4

52,957 1,994

59.1 51.1

178 7

211 15

3.5 1.6

Outlying areas Puerto Rico U.S. Virgin Islands

Average weekly Average actual insured unem- duration ployment (weeks)

SOURCES: Department of Labor, Employment and Training Administration and Bureau of Labor Statistics; based on data submitted by state agencies. NOTES: Except where noted, excludes data for federal employees and for ex-servicemembers; includes data for state and local government employees where covered by state law after 1955. Totals do not necessarily equal the sum of rounded components. a. Total wages earned in covered employment during all pay periods ended within the year. b. Based on average covered employment in 12-month period. c. Includes dependents' allowances for states that provide such benefits. d. Based on average total weekly wage in current year. e. Percentages based on first payments for 12-month period. f. Contributions, penalties, and interest from employers and contributions from employees in states taxing workers; adjusted to exclude refunds of contributions and dishonored checks; excludes state and local government employees covered on reimbursable basis. g. Adjusted to exclude voided benefit checks and for transfers under interstate combined-wage plan; excludes Extended Benefits and Emergency Unemployment Compensation. h. Estimated data. Contribution rate as a percentage of taxable payroll; excludes state and local jurisdictions covering state and local government employees on a reimbursable basis. Standard contribution rate for most states, 2.7 percent. CONTACT: Scott Gibbons (202) 693-3008 or [email protected].


9.B Other Social Insurance Programs: Workers' Compensation Table 9.B1—Coverage, benefits, and costs, selected years 1940–2013

Year

Estimated number of workers covered per month (millions)

1940 1946 1948 1949

24.6 32.7 36.0 35.3

256 434 534 566

135 270 335 353

1950 1951 1952 1953 1954

36.9 38.7 39.4 40.7 39.8

615 709 785 841 876

1955 1956 1957 1958 1959

41.4 43.0 43.3 42.5 44.0

1960 1961 1962 1963 1964

Benefits paid during year (millions of dollars) Type of insurance State and

Cost of program as a percentage of covered Compensation payments payroll d

Type of benefits Employers'

Benefits as a percentage of covered

c

Medical and hospitalization

73 96 121 132

48 68 78 81

95 140 175 185

161 294 359 381

1.19 0.91 0.96 0.98

0.72 0.54 0.51 0.55

381 444 491 524 540

149 170 193 210 225

85 94 101 107 110

200 233 260 280 308

415 476 525 561 568

0.89 0.90 0.94 0.97 0.98

0.54 0.54 0.55 0.55 0.57

916 1,002 1,062 1,112 1,210

563 618 661 694 753

238 259 271 285 316

115 125 130 132 141

325 350 360 375 410

591 652 702 737 800

0.91 0.92 0.91 0.91 0.89

0.55 0.55 0.56 0.58 0.58

44.9 45.0 46.2 47.3 48.8

1,295 1,374 1,489 1,582 1,707

810 851 924 988 1,070

325 347 371 388 412

160 176 194 207 226

435 460 495 525 565

860 914 994 1,057 1,142

0.93 0.95 0.96 0.99 1.00

0.59 0.61 0.62 0.62 0.63

1965 1966 1967 1968 1969

50.8 53.7 55.0 56.8 59.0

1,814 2,000 2,189 2,376 2,634

1,124 1,239 1,363 1,482 1,641

445 486 524 556 607

244 275 303 338 386

600 680 750 830 920

1,214 1,320 1,439 1,546 1,714

1.00 1.02 1.07 1.07 1.08

0.61 0.61 0.63 0.62 0.62

1970 1971 1972 1973 1974

59.2 59.4 62.3 66.3 68.0

3,031 3,563 4,061 5,103 5,781

1,843 2,005 2,179 2,514 2,971

755 1,098 1,379 1,998 2,086

432 460 504 592 724

1,050 1,130 1,250 1,480 1,760

1,981 2,433 2,811 3,623 4,021

1.11 1.11 1.14 1.17 1.24

0.66 0.67 0.68 0.70 0.75

1975 1976 1977 1978 1979

67.2 69.6 72.1 75.6 78.6

6,598 7,584 8,630 9,796 12,027

3,422 3,976 4,629 5,256 6,157

2,324 2,570 2,750 3,043 4,022

852 1,039 1,250 1,497 1,848

2,030 2,380 2,680 2,980 3,520

4,568 5,204 5,950 6,816 8,507

1.32 1.49 1.71 1.86 1.95

0.83 0.87 0.92 0.94 1.01

1980 1981 1982 1983 1984

78.8 78.3 77.0 78.0 81.9

13,618 15,054 16,407 17,575 19,685

7,029 7,876 8,647 9,265 10,610

4,330 4,595 4,768 5,061 5,405

2,259 2,583 2,993 3,249 3,671

3,947 4,431 5,058 5,681 6,424

9,671 10,623 11,349 11,894 13,261

1.96 1.85 1.75 1.67 1.66

1.07 1.08 1.16 1.17 1.21

1985 1986 1987 1988 1989

84.3 86.0 88.4 91.3 93.7

22,217 24,613 27,318 30,733 34,316

12,341 13,827 15,453 17,512 19,918

5,744 6,248 6,782 7,477 7,965

4,132 4,538 5,082 5,744 6,433

7,498 8,642 9,912 11,518 13,424

14,719 15,971 17,406 19,215 20,892

1.82 1.99 2.07 2.16 2.04

1.30 1.37 1.43 1.49 1.46

1990 1991 1992 1993 1994

95.1 93.6 94.6 96.1 109.4

38,238 42,169 44,660 42,925 43,482

22,222 24,515 24,030 21,773 21,391

8,658 9,711 10,987 11,294 10,564

7,358 7,944 9,643 9,857 11,527

15,187 16,832 18,252 17,521 17,194

23,051 25,337 26,408 25,403 26,288

2.13 2.16 2.13 2.17 2.05

1.57 1.65 1.69 1.62 1.47

1995 1996 1997 1998 1999

112.8 114.8 118.1 121.5 124.3

42,122 41,960 41,971 43,987 46,313

20,106 21,024 21,676 23,579 26,383

10,784 11,108 9,937 10,055 9,945

11,232 9,828 10,357 10,354 9,985

16,733 16,739 17,397 18,622 20,055

25,389 25,221 24,574 25,365 26,258

1.83 1.62 1.51 1.42 1.36

1.35 1.26 1.17 1.13 1.12

Total Private carriers

a

federal funds

b

self-insurance

payroll c

(Continued)


9.B Other Social Insurance Programs: Workers' Compensation Table 9.B1—Coverage, benefits, and costs, selected years 1940–2013—Continued

Year

Estimated number of workers covered per month (millions)

2000 2001 2002 2003 2004

127.1 127.0 125.6 124.7 125.9

47,699 50,827 52,297 54,739 56,149

26,874 27,905 28,085 28,395 28,632

2005 2006 2007 2008 2009 e

128.2 130.3 131.7 130.6 124.9

57,067 54,896 56,385 58,750 58,752

e

124.5 125.8 127.9 129.6

58,916 60,929 63,030 63,574

2010 2011 e e 2012 2013

Benefits paid during year (millions of dollars) Type of insurance State and

Cost of program as a percentage of covered Compensation payments payroll d

Type of benefits Employers'

Benefits as a percentage of covered

c

Medical and hospitalization

10,345 11,082 12,293 13,627 14,402

10,481 11,839 11,920 12,717 13,115

20,933 23,137 24,203 25,733 26,079

26,766 27,690 28,094 29,006 30,070

1.35 1.46 1.61 1.74 1.74

1.06 1.10 1.13 1.16 1.13

29,039 27,946 29,410 30,725 31,330

14,318 13,825 13,493 13,771 13,450

13,710 13,125 13,482 14,255 13,972

26,361 26,206 27,105 28,987 28,601

30,706 28,690 29,280 29,763 30,152

1.72 1.58 1.48 1.35 1.30

1.09 0.99 0.96 0.99 1.04

31,634 32,696 34,370 35,316

13,420 13,603 13,795 13,297

13,862 14,630 14,865 14,961

29,268 30,506 31,496 31,549

29,648 30,423 31,534 32,025

1.25 1.29 1.32 1.37

1.01 1.01 1.00 0.98

Total Private carriers

a

federal funds

b

self-insurance

payroll c

SOURCES: National Academy of Social Insurance estimates based on data received from state agencies, the Department of Labor, A.M. Best Company, and the National Council on Compensation Insurance. NOTES: Beginning in 1959, includes Alaska and Hawaii. States periodically update prior-year data, and any such changes are included in the current table. Totals do not necessarily equal the sum of rounded components. a. Net cash and medical benefits paid during calendar year by private insurance companies under standard workers' compensation policies. b. Net cash and medical benefits paid by competitive and exclusive state funds and federal benefits, including those paid under the Federal Employees' Compensation Act for civilian employees; the portion of the Black Lung benefit program that is financed by employers; and a portion of benefits under the Longshore and Harbor Workers' Compensation Act that are not reflected in state data, namely, benefits paid by self-insured employers and by special funds under the LHWCA. c. Cash and medical benefits paid by self-insurers. d. Total costs to employers who purchase insurance from private carriers and state funds consist of premiums written in the calendar year plus the payments made under deductible provisions. For self-insured employers, the costs include benefit payments and administrative costs. Data for 1996–2007 are revised to reflect an update to the methodology for calculating employer costs. e. The National Academy of Social Insurance has revised its estimates for 2009–2012. For details, see Appendix D,Workers' Compensation: Benefits, Coverage, and Costs, 2013 (https://www.nasi.org/research/2015/report-workers-compensation-benefits-coverage-costs-2013). CONTACT: Ishita Sengupta (202) 452-8097 or [email protected].


9.B Other Social Insurance Programs: Workers' Compensation Table 9.B2—Benefits, by state and federal program, 2009–2013 (in thousands of dollars) Program Total, state and federal

2009

a

58,752,065

2010

a

58,916,399

2011

a

60,928,697

a

2013

63,030,450

63,574,440

2012

State programs 55,209,460

55,244,341

57,151,704

59,254,931

59,883,426


625,755 222,005 657,182 224,303 9,976,005

629,069 221,955 701,624 213,970 10,101,786

616,022 239,635 719,616 199,254 10,835,059

649,682 248,038 755,440 207,165 11,507,681

639,311 253,081 752,123 202,235 12,100,181


834,535 842,138 206,145 104,316 2,945,069

800,294 794,728 211,921 104,948 2,777,207

762,559 867,539 220,830 110,316 2,858,363

879,675 920,041 216,588 90,511 3,085,225

858,947 950,065 240,313 101,630 3,131,293


1,343,237 244,375 242,664 3,057,665 597,124

1,458,682 242,400 239,549 3,003,117 598,678

1,397,596 246,780 249,292 3,026,156 627,671

1,574,991 248,433 237,099 2,952,905 653,189

1,566,186 260,352 251,846 2,923,024 674,206

552,753 416,079 769,323 831,203 260,555

563,025 405,400 663,280 802,424 251,593

621,556 436,122 679,668 842,548 252,735

659,408 427,871 685,712 853,685 245,926

668,646 387,384 697,974 870,086 247,766

895,905 953,373 1,509,881 1,072,459 321,771

953,533 1,015,984 1,271,892 1,034,661 337,633

1,006,998 1,003,884 1,301,061 1,011,890 334,430

970,734 981,890 1,189,483 1,042,478 336,208

944,612 1,061,981 1,134,005 1,064,684 332,790

842,742 260,837 301,944 430,482 246,746

800,789 266,364 315,736 429,686 251,682

807,121 251,577 321,281 395,331 231,961

869,429 248,778 300,419 367,236 225,454

873,946 247,003 305,001 358,740 214,560


1,994,037 246,272 4,148,353 1,414,052 109,513

2,067,447 276,126 4,617,084 1,357,196 120,355

2,220,454 275,783 5,097,559 1,427,145 131,099

2,246,396 306,304 5,370,910 1,569,125 151,033

2,239,166 267,330 5,543,750 1,568,586 193,975


2,279,359 784,776 703,812 2,902,311 160,763

2,209,404 842,553 681,001 2,909,863 159,988

2,200,692 840,345 683,452 2,895,406 169,735

2,168,947 922,533 663,181 2,910,262 171,242

2,070,022 878,022 668,686 2,966,353 162,356


891,830 93,578 739,832 1,553,316 300,997

891,283 100,348 780,805 1,491,310 274,900

874,227 90,844 771,905 1,595,022 272,692

905,405 87,043 838,388 1,838,018 283,301

878,428 94,015 808,055 1,767,908 282,462


144,087 859,727 2,312,186 525,480 1,116,312 140,297

137,367 785,680 2,308,748 543,317 1,071,877 154,077

138,141 891,958 2,316,713 520,769 1,099,950 162,960

138,515 979,538 2,311,299 475,952 1,123,861 162,304

141,511 953,165 2,331,783 436,017 1,126,058 191,807

Subtotal


(Continued)


9.B Other Social Insurance Programs: Workers' Compensation Table 9.B2—Benefits, by state and federal program, 2009–2013 (in thousands of dollars)—Continued Program

2009

a

2010

a

2011 Federal programs

Subtotal Civilian employee Other

a

2012

a

2013

b

3,542,605

3,672,058

3,776,993

3,775,519

3,691,014

2,763,885 778,720

2,889,321 782,737

2,994,122 782,871

3,006,009 769,510

2,948,132 742,882

SOURCES: National Academy of Social Insurance estimates based on data received from state agencies, the Department of Labor, A.M. Best Company, and the National Council on Compensation Insurance. NOTES: States periodically update prior-year data, and any such changes are included in the current table. Totals do not necessarily equal the sum of rounded components. a. The National Academy of Social Insurance has revised its estimates for 2009–2012. For details, see Appendix D, Workers' Compensation: Benefits, Coverage, and Costs, 2013 (https://www.nasi.org/research/2015/report-workers-compensation-benefits-coverage-costs-2013). b. Federal benefits include those paid under the Federal Employees' Compensation Act for civilian employees; the portion of the Black Lung benefit program that is financed by employers; and a portion of benefits under the Longshore and Harbor Workers' Compensation Act that are not reflected in state data, namely, benefits paid by self-insured employers and special funds under the LHWCA. CONTACT: Ishita Sengupta (202) 452-8097 or [email protected].


9.B Other Social Insurance Programs: Workers' Compensation Table 9.B3—Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2013 (in thousands of dollars) Benefits paid by type of insurer Private Total

Program Total, state and federal

a

63,574,440

Medical benefits paid Self-

b

State funds

insurance c

Total

As a percentage of total benefits

35,316,150

9,606,106

14,961,170

31,549,152

49.6

carriers

State programs Subtotal

59,883,426

35,316,150

9,606,106

14,961,170

30,436,905

50.8

639,311 253,081 752,123 202,235 12,100,181

307,539 185,820 620,815 152,249 7,127,798

... ... ... ... 1,569,806

331,771 67,261 131,308 49,987 3,402,576

439,846 177,663 495,649 133,273 6,622,015

68.8 70.2 65.9 65.9 54.7


858,947 950,065 240,313 101,630 3,131,293

248,976 717,102 193,163 87,111 2,249,512

447,175 ... ... ... ...

162,796 232,963 47,150 14,519 881,781

500,766 430,379 142,986 37,196 2,082,310

58.3 45.3 59.5 36.6 66.5


1,566,186 260,352 251,846 2,923,024 674,206

1,155,895 135,674 87,895 2,214,113 606,979

... 32,160 149,076 ... ...

410,291 92,517 14,875 708,912 67,227

792,490 111,431 163,448 1,315,361 494,193

50.6 42.8 64.9 45.0 73.3

668,646 387,384 697,974 870,086 247,766

524,101 275,277 383,642 520,241 172,550

... ... 99,582 104,972 ...

144,545 112,107 214,751 244,873 75,216

359,063 229,719 381,792 468,106 118,928

53.7 59.3 54.7 53.8 48.0

944,612 1,061,981 1,134,005 1,064,684 332,790

502,810 778,504 718,445 807,064 225,037

152,231 ... ... ... ...

289,572 283,477 415,560 257,620 107,753

441,134 356,246 418,170 590,273 198,343

46.7 33.5 36.9 55.4 59.6

873,946 247,003 305,001 358,740 214,560

558,625 83,859 243,804 244,075 156,713

108,069 124,512 ... ... ...

207,252 38,632 61,197 114,665 57,846

494,653 158,082 187,881 180,805 139,678

56.6 64.0 61.6 50.4 65.1


2,239,166 267,330 5,543,750 1,568,586 193,975

1,762,282 154,707 2,538,864 1,188,756 1,104

... 21,597 1,208,492 ... 192,871

476,884 91,025 1,796,394 379,830 ...

1,140,649 158,526 1,845,620 719,981 113,592

50.9 59.3 33.3 45.9 58.6


2,070,022 878,022 668,686 2,966,353 162,356

14,717 479,366 225,745 2,107,745 53,559

1,689,633 230,682 310,027 204,783 85,725

365,672 167,974 132,914 653,826 23,072

823,242 395,988 353,066 1,408,095 51,629

39.8 45.1 52.8 47.5 31.8

South Carolina d South Dakota Tennessee Texas Utah

878,428 94,015 808,055 1,767,908 282,462

631,987 90,320 675,934 929,389 100,816

48,388 ... ... 490,742 130,333

198,053 3,695 132,121 347,778 51,313

406,712 63,648 484,833 1,090,799 197,441

46.3 67.7 60.0 61.7 69.9


141,511 953,165 2,331,783 436,017 1,126,058 191,807

123,286 742,461 13,317 171,102 1,023,284 2,022

... ... 1,814,346 201,120 ... 189,785

18,224 210,703 504,120 63,795 102,773 ...

69,340 579,524 741,875 228,037 770,152 132,274

49.0 60.8 31.8 52.3 68.4 69.0



e

(Continued)


9.B Other Social Insurance Programs: Workers' Compensation Table 9.B3—Benefits paid by type of insurer and medical benefits paid, by state and federal program, 2013 (in thousands of dollars)—Continued Benefits paid by type of insurer Private Program

Total

a

carriers

b

Medical benefits paid

Federal programs Subtotal Civilian employee Other

Self-

State funds

insurance c

Total

As a percentage of total benefits

f

3,691,014

...

...

...

1,112,247

30.1

2,948,132 742,882

... ...

... ...

... ...

923,564 188,683

31.3 25.4

SOURCES: National Academy of Social Insurance estimates based on data received from state agencies, the Department of Labor, A.M. Best Company, and the National Council on Compensation Insurance. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. These data may not include second injury fund for all states and may understate total payments. b. States with exclusive funds (North Dakota, Ohio, Washington, and Wyoming) may have small amounts of benefits paid by private carriers. This is because some employers doing business in states with exclusive funds may be required by Longshore and Harbor Workers' Compensation Act (LHWCA) provisions to obtain coverage from private carriers, or may obtain employer's liability coverage that the state fund is not authorized to provide. In addition, private carriers may provide excess compensation coverage in some of these states. c. Includes individual self-insurers and group self-insurance. d. South Carolina's State Accident Fund is not a competitive state fund. e. In 2008, West Virginia completed the transition from an exclusive state fund to a competitive fund. All benefits for workers injured after the transition are paid by private carriers. f. Federal benefits include those paid under the Federal Employees' Compensation Act for civilian employees; the portion of the Black Lung benefit program that is financed by employers; and a portion of benefits under the LHWCA that are not reflected in state data, namely, benefits paid by self-insured employers and special funds under the LHWCA. CONTACT: Ishita Sengupta (202) 452-8097 or [email protected].


9.C Other Social Insurance Programs: Temporary Disability Insurance Table 9.C1—Selected data on state and railroad programs, 2012

State and program

a

Average annual covered employment (thousands)

c

California State-operated fund Private plans

Average Taxable payrolls weekly number (millions of of beneficiaries (thousands) dollars)

Average weekly benefit (dollars)

Average duration per period paid (weeks)

Contributions collected (millions of dollars)

12,682 12,237 445

511,600 468,200 43,400

-97.9 --

-449.95 1,067.98

-15.03 9.99

-5,278.5 356.7

--

--

--

--

--

--

Hawaii (private plans) New Jersey State-operated fund Private plans

3,292 2,618 674

New York i Special state fund j Private plans

7,637 ... 7,637

Administrative Net benefits expenditures b paid (millions (millions of of dollars) dollars) d

5,132.9 4,307.2 d 236.8

335.3 259.2 76.1

--

-e

35.5 33.7 e 1.8

-67,100 --

----

-426.00 --

-10.00 --

-355.5 --

598.1 432.1 166.0

42,552 ... g 42,552

41.0 0.2 40.8

209.10 170.00 209.32

7.76 14.42 7.74

----

446.2 2.1 k 444.1

----

----

----

----

----

----

----

----

Rhode Island (state-operated fund)

397

13,400

10.10

163.0

158.1

7.7

Railroad (publicly operated fund)

234

3,880

13.00

n

Puerto Rico State-operated fund Private plans

f

g

6.9 l

4.2

444.00 m

328.85

m

o

e

h

5.9 ---

47.5

n

SOURCES: State agencies and Railroad Retirement Board. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable; -- = not available. a. Statutory programs providing short-term cash benefits to employees unable to work because of nonoccupational illness or injury. b. State cost of administering state program and of supervising private plans. c. Benefits and beneficiary data are for periods paid or terminated in 2012. d. Includes benefits paid under the Paid Family Leave component of the state disability insurance program. e. State fiscal year data (July 1–June 30). f.

Estimated.

g. First $7,000 of earnings of each employee, which was paid by the employer during the calendar year. h. State fiscal year data (April 1–March 31). i.

For workers whose disability begins during unemployment.

j.

Includes State Insurance Fund.

k. Indemnity benefits only. l.

For 14-day registration period.

m. For benefit year 2011–2012 (July 1, 2011–June 30, 2012). n. Single system of contributions and administrative operations for railroad unemployment insurance and temporary disability; collections amounted to $196.8 million and administrative expenses to $15.7 million for the system in 2012. o. Of this amount, $43.6 million was for regular benefits and $3.9 million for extended benefits. CONTACT: (410) 965-0090 or [email protected].


9.D Other Social Insurance Programs: Black Lung Benefits Table 9.D1—Benefits currently payable to miners, widows, and dependents, December 1970–2014 Number

Benefits (thousands of dollars) a

Monthly amount

Annual amount

24,889 67,358 88,067 124,154 134,700

43,166 87,158 109,094 177,500 183,419

12,500 27,200 37,800 63,700 71,500

111,000 378,900 554,400 1,045,200 951,300

165,405 158,087 148,720 138,648 129,558

139,407 142,495 144,543 145,829 146,527

177,499 169,073 164,136 155,493 142,863

75,500 77,400 80,500 82,300 86,500

947,700 963,300 942,200 965,100 983,100

399,477 376,505 354,569 333,358 313,822

120,235 111,249 102,234 93,694 85,658

146,603 146,173 144,863 142,967 140,995

132,639 119,083 107,472 96,697 87,169

91,400 91,700 90,800 86,300 85,300

1,032,000 1,081,300 1,076,000 1,055,800 1,038,000

1985 1986 1987 1988 1989

294,846 275,783 258,988 241,626 225,764

77,836 70,253 63,573 56,977 51,048

138,328 135,033 131,561 127,322 123,220

78,682 70,497 63,854 57,327 51,496

83,700 78,900 76,800 73,500 72,000

1,025,000 971,000 940,000 904,000 882,000

1990 1991 1992 1993 1994

210,678 196,419 182,396 168,365 155,172

45,643 40,703 35,971 31,664 27,828

118,705 114,046 109,091 103,334 97,414

46,330 41,670 37,334 33,367 29,930

70,000 68,400 66,500 64,100 60,600

863,400 844,400 822,500 794,300 751,900

1995 1996 1997 1998 1999

143,011 131,143 119,233 109,271 98,977

24,573 21,477 18,488 15,964 13,635

91,517 85,559 79,238 73,420 67,359

26,921 24,107 21,507 19,887 17,983

56,100 52,600 49,255 46,204 43,225

696,700 654,600 614,888 576,389 541,200

2000 2001 2002 2003 2004

89,355 79,518 71,584 64,237 52,362

11,587 9,779 8,394 7,142 6,009

61,542 55,412 50,404 45,746 40,727

16,226 14,327 12,786 11,349 5,626

40,625 37,324 35,017 32,198 29,460

509,290 470,362 439,337 411,635 376,374

2005 2006 2007 2008 2009

46,609 40,018 36,231 32,411 28,558

4,972 4,217 3,447 2,912 2,416

37,099 32,168 28,231 25,110 21,931

4,538 3,633 4,553 4,389 4,211

26,399 24,282 21,699 19,875 17,975

340,187 312,461 282,380 255,892 232,002

2010 2011 2012 2013 2014

25,293 21,944 19,490 16,958 14,946

2,014 1,634 1,385 1,124 936

19,230 16,440 14,398 12,307 10,653

4,049 3,870 3,707 3,527 3,357

16,114 13,938 12,363 10,739 9,531

208,123 183,216 160,793 139,924 117,609

Year

Total

Miners

Widows

1970 1971 1972 1973 1974

111,976 231,729 298,963 461,491 487,216

43,921 77,213 101,802 159,837 169,097

1975 1976 1977 1978 1979

482,311 469,655 457,399 439,970 418,948

1980 1981 1982 1983 1984

Dependents

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data. a. Includes wives of living miners, divorced wives, children, and dependent brothers and sisters of miners. CONTACT: Bennett Stewart (606) 218-9236 or [email protected].


9.D Other Social Insurance Programs: Black Lung Benefits Table 9.D2—Benefits currently payable to miners, widows, and dependents, by state or other area, December 2014 Number

Monthly amount (thousands of dollars) a

Total

10,653

3,357

9,531

739

8,792

13 (X) (X) 0 (X)

396 (X) 36 57 49

137 (X) (X) 9 (X)

347 (X) 28 42 41

10 (X) (X) 0 (X)

337 (X) (X) 42 (X)

96 19 18 (X) 333

4 0 (X) (X) 12

76 15 14 (X) 268

16 4 (X) (X) 53

62 12 11 (X) 212

3 0 (X) (X) 10

58 12 (X) (X) 202

104 0 4 332 277

(X) 0 0 8 14

80 0 4 243 193

(X) 0 0 81 70

66 0 3 208 178

(X) 0 0 7 11

(X) 0 3 202 166

37 14 2,592 7 (X)

(X) 0 272 0 (X)

26 11 1,748 (X) (X)

(X) 3 572 (X) (X)

24 9 1,662 (X) (X)

(X) 0 212 0 (X)

(X) 9 1,450 (X) (X)


139 8 142 3 12

5 (X) (X) 0 0

94 (X) 103 3 8

40 (X) (X) 0 4

89 5 90 2 8

4 (X) (X) 0 0

85 (X) (X) 2 8


50 12 (X) 12 (X)

0 (X) (X) (X) (X)

39 (X) (X) (X) (X)

11 (X) (X) (X) (X)

32 8 (X) 8 (X)

0 (X) (X) (X) (X)

32 (X) (X) (X) (X)

87 28 89 199 (X)

3 (X) (X) 9 (X)

64 17 64 155 (X)

20 (X) (X) 35 (X)

56 18 56 129 (X)

2 (X) (X) 7 (X)

53 (X) (X) 121 (X)

946 47 11 2,819 (X)

31 (X) (X) 119 (X)

671 34 (X) 2,130 (X)

244 (X) 6 570 (X)

598 28 6 1,788 (X)

26 (X) (X) 90 (X)

572 (X) (X) 1,698 (X)

79 0 684 51 52

3 0 38 (X) 3

58 0 480 36 39

18 0 166 (X) 10

50 0 433 32 32

2 0 29 (X) 2

48 0 404 (X) 30

(X) 1,464 20 3,385 10 12

(X) 155 0 227 0 (X)

(X) 1,020 17 2,330 7 (X)

(X) 289 3 828 3 (X)

(X) 946 13 2,163 6 8

(X) 122 0 184 0 (X)

(X) 823 13 1,978 6 (X)

18

0

(X)

(X)

(X)

0

(X)

Total

Miners

Widows

14,946

936


546 (X) 43 66 66

Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana



New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Outlying areas d

Dependents

Miners

b

Widows

c

SOURCE: Department of Labor, Beneficiary Master Table, 100 percent data. NOTES: Totals do not necessarily equal the sum of rounded components. (X) = suppressed to avoid disclosing information about particular individuals. a. Includes wives of living miners, divorced wives, children, and dependent brothers and sisters of miners. b. Includes benefits for wives and children. c. Includes benefits for surviving children, brothers, sisters, and divorced wives. Prior to December 1997, monthly payments for surviving children were included with payments to miners. d. Includes beneficiaries residing in American Samoa, Guam, Northern Mariana Islands, Puerto Rico, U.S. Virgin Islands, and foreign countries. CONTACT: Bennett Stewart (606) 218-9236 or [email protected].


9.F Veterans' Benefits Table 9.F1—Number of disability compensation or pension payments, by type of payment and age of beneficiary, selected years 1940–2014 (in thousands) Service-connected Under age 65

Not service-connected Aged 65 or older

Disability rating

b

Disability rating b

a

All ages

Subtotal

Less than 70 percent

70–100 percent

Subtotal


70–100 percent

All ages

Under age 65

Aged 65 or older

As of June 30 1940 1945 1950 1955 1956

610 1,144 2,368 2,669 2,739

385 912 1,990 2,076 2,083

... ... ... ... 2,026

... ... ... ... 1,841

... ... ... ... 185

... ... ... ... 57

... ... ... ... 43

... ... ... ... 14

189 159 290 531 597

... ... ... ... 319

... ... ... ... 278

As of June 20 1957 1958 1959

2,797 2,850 2,934

2,074 2,064 2,053

2,004 1,980 1,952

1,825 1,807 1,781

179 173 171

70 84 101

53 65 78

17 19 23

670 741 841

304 279 257

366 462 584

1960 1961 1962 1963 1964

3,009 3,107 3,150 3,181 3,197

2,027 2,000 1,987 1,989 1,993

1,908 1,868 1,849 1,844 1,846

1,746 1,711 1,693 1,686 1,684

162 158 156 158 162

119 131 138 145 147

93 104 109 115 117

26 27 29 30 30

947 1,077 1,138 1,170 1,186

219 182 166 165 176

728 895 972 1,005 1,010

1965 1966 1967 1968 1969

3,217 3,201 3,182 3,164 3,160

1,992 1,993 1,999 2,011 2,039

1,846 1,850 1,858 1,873 1,904

1,679 1,677 1,683 1,696 1,712

167 173 175 177 192

146 143 141 138 135

117 115 114 112 110

29 28 27 26 25

1,210 1,196 1,173 1,145 1,114

197 221 243 265 286

1,013 975 930 880 828

1970 1971 1972 1973 1974

3,181 3,222 3,269 3,257 3,241

2,091 2,146 2,183 2,204 2,211

1,950 1,995 2,022 2,028 2,018

1,754 1,780 1,804 1,806 1,796

196 215 218 222 222

141 151 161 176 193

116 128 135 150 165

25 23 26 26 28

1,086 1,073 1,086 1,053 1,030

310 335 381 402 410

776 738 705 651 620

1975 1976

3,227 3,236

2,220 2,232

2,006 1,996

1,784 1,767

222 229

214 236

185 209

29 27

1,006 1,003

430 456

576 547

Year

Total

(Continued)


9.F Veterans' Benefits Table 9.F1—Number of disability compensation or pension payments, by type of payment and age of beneficiary, selected years 1940–2014 (in thousands)—Continued Service-connected Under age 65

Not service-connected Aged 65 or older

Disability rating

b

Disability rating b

a

All ages

Subtotal


70–100 percent

Subtotal


70–100 percent

All ages

Under age 65

Aged 65 or older

3,280 3,284 3,241

2,248 2,259 2,267

1,989 1,971 1,944

1,759 1,741 1,717

230 230 227

258 288 323

226 254 285

32 34 38

1,032 1,025 974

505 516 500

527 509 474

1980 1981 1982 1983 1984

3,196 3,154 3,096 3,044 2,980

2,274 2,279 2,274 2,263 2,251

1,912 1,873 1,818 1,744 1,666

1,689 1,656 1,606 1,544 1,476

223 217 210 200 190

362 406 456 519 585

320 359 404 461 520

42 47 52 58 65

922 875 824 781 729

467 438 406 373 339

455 437 418 408 390

1985 1986 1987 1988 1989

2,931 2,883 2,844 2,804 2,776

2,240 2,225 2,212 2,199 2,192

1,589 1,505 1,428 1,361 1,302

1,408 1,335 1,268 1,209 1,156

181 169 160 153 146

651 720 784 838 890

579 641 698 746 792

72 79 86 92 98

690 658 631 606 584

306 274 244 219 196

384 384 387 387 388

1990 1991 1992 1993 1994

2,746 2,709 2,674 2,660 2,659

2,184 2,179 2,181 2,198 2,218

1,253 1,238 1,245 1,265 1,290

1,113 1,098 1,104 1,122 1,144

140 140 141 143 146

931 941 936 932 928

828 838 833 828 824

102 103 103 104 104

562 530 493 462 441

175 156 138 128 122

387 375 354 335 319

1995 1996 1997 1998 1999

2,669 2,671 2,667 2,668 2,673

2,236 2,253 2,263 2,277 2,294

1,310 1,330 1,346 1,372 1,404

1,158 1,171 1,178 1,191 1,209

152 158 168 180 195

926 923 917 905 890

819 814 805 790 771

107 109 112 115 119

433 418 404 391 379

120 116 112 110 113

313 302 292 281 266

2000 2001 2002 2003 2004

2,672 2,669 2,745 2,832 2,899

2,308 2,321 2,398 2,485 2,556

1,435 1,464 1,546 1,634 1,708

1,224 1,238 1,288 1,335 1,373

211 226 258 299 335

874 857 852 852 848

751 731 716 703 690

123 126 136 148 158

364 348 347 347 343

115 116 125 136 146

249 232 222 210 197

2005 2006 2007 2008 2009

2,973 3,056 3,167 3,270 3,384

2,637 2,726 2,844 2,952 3,070

1,792 1,875 1,974 2,069 2,154

1,421 1,474 1,540 1,596 1,640

371 401 434 472 514

845 851 869 883 916

677 674 681 684 697

168 177 188 199 218

336 330 323 318 314

151 154 153 152 148

185 176 170 166 166

2010 2011 2012 2013 2014

3,524 3,668 3,852 4,039 4,254

3,210 3,355 3,537 3,734 3,949

2,235 2,279 2,291 2,322 2,365

1,680 1,688 1,668 1,657 1,648

555 590 622 665 717

974 1,075 1,245 1,411 1,584

727 774 859 939 1,021

247 301 386 473 563

314 314 315 305 305

143 135 124 115 103

170 179 190 190 202

Year As of September 30 1977 1978 1979

Total

SOURCE: Department of Veterans Affairs, published and unpublished data. NOTES: Totals do not necessarily equal the sum of rounded components. . . . = not applicable. a. Through 1971, the total includes some payments omitted from the category distribution. Most of the omitted payments reflect nonservice-connected pensions received by Spanish-American War and other pre–World War I veterans; others reflect persons receiving payments under special acts and as retired emergency and reserve officers. b. Disability rated by the Department of Veterans Affairs according to average impairment of earning capacity, graduated in intervals from 10 percent to 100 percent. CONTACT: (800) 827-1000 or [email protected].


Appendixes

A. Sampling Variability

A.1

B. OASDI Benefit Award Data

B.1

C. Poverty Data

C.1

D. Computing a Retired-Worker Benefit

D.1

Appendix A: Sampling Variability Tables 4.B1–4.B14, 4.C1–4.C2, 6.B5, and 6.C2 present data based on a 1 percent sample file drawn from administrative records of the Social Security Administration. Similarly, some of the historical data in Tables 5.A14, 5.B5, 5.D4, 5.G2, and 5.H1 are based on 10 percent administrative record samples. Because of sampling variability, estimates based on sample data differ from the figures that would have been obtained had all, rather than specified samples, of the records been used. The standard error is a measure of the sampling variability. About 68 percent of all possible probability samples selected with the same specifications will give estimates within one standard error of the figure obtained from a compilation of all records. Similarly, approximately 90 percent will give estimates within 1.645 standard errors, about 95 percent will give estimates within two standard errors, and about 99 percent will give estimates within two and one-half standard errors. The standard error of an estimate depends on the design elements such as the method of sampling, sample size, and the estimation process. Because of the large number of data cells tabulated from the sample files, it is not practical to calculate the standard error for every possible cell. However, standard errors for a large number of cells were estimated. These estimates were used to fit regression curves to provide estimates of approximate standard errors associated with tabulated counts and proportions. The tables showing the sampling variability provide a general order of magnitude for similar estimates from the various sample files. Table A-1 presents approximate standard errors for the estimated number of persons from the 1 percent and the 10 percent files. The reliability of an estimated percentage depends on both the size of the percentage and on the size of the total on which the percentage is based. Data in Table A-2 provide approximations of the standard errors of the estimated percentage of persons in the 1 percent and 10 percent files. The standard errors are expressed in percentage points and the bases shown are in terms of inflated data.

Table A-1. Approximations of standard errors of estimated number of persons Size of estimate (inflated)

Standard error

1 percent file 500 1,000 2,500 5,000 7,500 10,000 25,000 50,000 75,000 100,000 250,000 500,000 750,000 1,000,000 5,000,000 10,000,000 25,000,000 50,000,000 75,000,000

250 300 500 800 900 1,100 1,700 2,400 3,000 3,400 5,400 7,800 9,600 11,100 25,800 36,900 57,700 76,100 82,900 10 percent file

100 500 1,000 5,000 10,000 50,000 100,000 500,000 1,000,000 2,000,000 3,000,000 5,000,000 10,000,000 20,000,000

30 70 100 225 300 700 1,000 2,200 3,200 4,300 5,300 6,500 8,500 9,300

CONTACT: (410) 965-0090 or [email protected].

Annual Statistical Supplement, 2015 ♦ A.1

Table A-2. Approximations of standard errors of estimated percentage of persons Size of base (inflated)

2 or 98

5 or 95 10 or 90 25 or 75

50

1 percent file 1,000 10,000 50,000 100,000 500,000 1,000,000 5,000,000 10,000,000 50,000,000 100,000,000

4.7 1.5 0.7 0.5 0.2 0.1 0.1 (L) (L) (L)

7.3 2.3 1.0 0.7 0.3 0.2 0.1 0.1 (L) (L)

10.1 3.2 1.4 1.0 0.4 0.3 0.1 0.1 (L) (L)

14.5 4.6 2.1 1.5 0.7 0.5 0.2 0.2 0.1 (L)

16.8 5.3 2.4 1.7 0.8 0.5 0.2 0.2 0.1 (L)

5.9 4.1 2.6 1.3 0.6 0.4 0.2 0.1 (L) (L) (L)

6.8 4.8 3.0 1.5 0.7 0.5 0.2 0.2 0.1 (L) (L)

10 percent file 500 1,000 2,500 10,000 50,000 100,000 500,000 1,000,000 5,000,000 10,000,000 50,000,000

1.9 1.3 0.8 0.4 0.2 0.1 (L) (L) (L) (L) (L)

3.0 2.1 1.3 0.6 0.3 0.2 0.1 0.1 (L) (L) (L)

4.1 2.9 1.8 0.9 0.4 0.3 0.1 0.1 (L) (L) (L)

NOTE: (L) = less than 0.05 percent.

A.2 ♦ Annual Statistical Supplement, 2015

Appendix B: OASDI Benefit Award Data Old-Age, Survivors, and Disability Insurance (OASDI) benefit award data in the Annual Statistical Supplement are derived from two sources: • 100 percent award data: The Master Beneficiary Record (MBR) is the major administrative database for the Social Security program. It is used for the calculation of benefits and the maintenance of information about beneficiaries. Each month, when the MBR is updated, a record of award actions is created. The 12 monthly files are combined to produce an annual file, which is used to prepare award data on a 100 percent basis.

When a retired-worker beneficiary subsequently becomes dually entitled to a secondary benefit as a wife, husband, or widow or widower, the secondary benefit is counted as an award in the 100 percent data. In contrast, award data that were based on the OASDI 1 percent sample did not count the secondary benefit as an award when both benefits were paid from the same trust fund. CONTACT: (410) 965-0090 or [email protected].

• Award data from the OASDI 1 percent sample: This source provided monthly award data based on a 1 percent sample derived from the MBR. Some of the historical data in the time-series Tables 6.B5 and 6.C2 are based on this 1 percent sample.

Annual Statistical Supplement, 2015 ♦ B.1

Appendix C: Poverty Data Table 3.E1 presents weighted average poverty thresholds for families in the United States for 1959–2014. Table 3.E2 presents year-end data on the number and percentage of people in poverty in the United States for selected years 1959–2014. Tables 3.E3 and 3.E6 present more detailed data on people and families in poverty in the United States during 2014; Table 3.E4 presents similar data by current living arrangement in March 2015. (Both poverty thresholds and poverty population data are issued by the Census Bureau.) Table 3.E8 presents poverty guidelines by family size for the contiguous United States, Alaska, and Hawaii for 1965–2015. (Poverty guidelines are issued by the Department of Health and Human Services.) Poverty thresholds are used primarily for statistical purposes—to produce statistics on the number of Americans in poverty. Poverty guidelines are used for administrative purposes—for example, to determine whether a person or family is financially eligible for assistance or services under certain federal government programs (not including cash public assistance). Both the thresholds and the guidelines are sets of dollar figures that vary by family size and (in the case of the thresholds) family composition. The poverty thresholds were developed in 1963 and 1964 by Mollie Orshansky of the Social Security Administration as a measure of income inadequacy. The poverty definition was modified in 1969 and in 1981 by federal interagency committees. The thresholds were based on ratios of food expenditure to money income (from the Department of Agriculture’s 1955 Household Food Consumption Survey) and the costs of the Department of Agriculture’s economy food plan for families of different sizes and compositions (see Gordon M. Fisher, “The Development of the Orshansky Poverty Thresholds and Their Subsequent History as the Official U.S. Poverty Measure” [1992] at http://www.census. gov/hhes/povmeas/publications/orshansky.html; and Joseph Dalaker and Bernadette D. Proctor, “Poverty in the United States: 1999,” Census Bureau, Current Population Reports, P60-210 [2000], Appendix A). Although the poverty thresholds in some sense represent families’ needs, the official poverty measure should be interpreted as a statistical yardstick rather than as a complete description of what people and families need to live. The poverty thresholds have become the basis for the official statistics on the extent of poverty in the United States, which are issued annually by the Census Bureau in the Current Population Reports series. The thresholds

are adjusted annually for price changes using the annual average Consumer Price Index for All Urban Consumers (CPI-U). (See Census Bureau, “Revision in Poverty Statistics, 1959 to 1968,” Current Population Reports, Special Studies, P-23, No. 28 [1969]; and Department of Commerce, Office of Federal Statistical Policy and Standards, “Directive No. 14: Definition of Poverty for Statistical Purposes,” Statistical Policy Handbook [1978].) The thresholds are the same for all 50 states and the District of Columbia. The poverty guidelines are a simplified version of the poverty thresholds. There are separate sets of guidelines for the two noncontiguous states (Hawaii and Alaska). The guidelines are used for determining whether a person or family is financially eligible for assistance or services under certain federal programs. Authorizing legislation or regulations for specific programs indicate whether a program uses the poverty guidelines as one of several eligibility criteria, uses a modification of the guidelines (for example, 125 percent or 185 percent of the guidelines), or uses them for the purpose of setting priorities in providing assistance or services. Since 1973, the guidelines have been computed from the poverty thresholds by increasing the most recently published weighted average poverty thresholds by the percentage change in the CPI-U over the past year (more precisely, from the next most recent calendar year to the most recent calendar year) and rounding the figure for a family of four up to the next highest multiple of $50. Guidelines for all family sizes over and under four persons are computed by adding or subtracting equal dollar amounts derived from the average difference between poverty lines for different family sizes (rounded to the nearest multiple of $20). As noted above, the poverty thresholds were developed in 1963 and 1964 by Mollie Orshansky of the Social Security Administration. In May 1965—just over a year after the Johnson administration had initiated the War on Poverty—the Office of Economic Opportunity adopted Orshansky’s thresholds as a working or quasi-official definition of poverty. At that time, the thresholds comprised a matrix of 124 detailed poverty thresholds based on the total number of family members, the number of family members who were related children under age 18, the sex of the family householder, the age of the individual or family householder (for one- and two-person units only), and whether the family lived on a farm.

Annual Statistical Supplement, 2015 ♦ C.1

Orshansky calculated the poverty thresholds using data (from the 1955 Household Food Consumption Survey) that defined income as after-tax money income. However, when the thresholds were used to calculate poverty population figures, they were applied to family income microdata (from the Census Bureau’s Current Population Survey) that defined income as before-tax money income, because no other good source of family income microdata was available in the 1960s that used after-tax income as a definition of income. In 1969, a federal interagency committee made two changes in the poverty definition: the thresholds would be annually updated by the CPI-U instead of by the per capita cost of the economy food plan, and farm poverty thresholds would be set at 85 percent rather than 70 percent of corresponding nonfarm thresholds. (Poverty threshold and poverty population figures for prior years were retabulated retrospectively on this basis.) In August 1969, the Bureau of the Budget designated the poverty thresholds with these revisions as the federal government’s official statistical definition of poverty. In 1981, several other changes recommended by a subsequent interagency committee were made in the poverty definition: (1) elimination of separate thresholds for farm families, (2) elimination (through appropriate averaging) of separate thresholds for femalehouseholder and “all other” families, and (3) extension of the poverty matrix to make the largest family size category “nine persons or more” rather than “seven or more persons.” (See Census Bureau, “Characteristics of the Population Below the Poverty Level: 1980,” Current Population Reports, P-60, No. 133 [1982], pp. 2–5, 9, and 186.) As a result of these changes, the current matrix of poverty thresholds used by the Census Bureau to determine the poverty status of families and unrelated individuals consists of a set of 48 detailed thresholds arranged in a two-dimensional matrix by family size (number of family members, ranging from one person, that is, an unrelated individual, to nine or more persons) cross-classified by the presence and number of family members who are related children under age 18 (from no children to eight or more children present). Unrelated individuals and two-person families are further differentiated by the age of the individual or family householder (under age 65 and aged 65 or older). The current official definition of poverty is more than 40 years old. In 1990, Congress requested a study of the official U.S. poverty measure by the National Research Council (NRC) to provide a basis for a possible revision of the poverty measure. In 1992, the

C.2 ♦ Annual Statistical Supplement, 2015

NRC’s Committee on National Statistics appointed a Panel on Poverty and Family Assistance to conduct this study. In 1995, the panel published its report of the study, Measuring Poverty: A New Approach, Constance F. Citro and Robert T. Michael, eds. (Washington, DC: National Academy Press, 1995). In the report, the panel proposed a new approach for developing an official poverty measure for the United States—although it did not propose a specific set of dollar figures. The panel’s proposed approach focused on three major areas: new poverty thresholds, a new and consistent definition of family resources (income), and data sources. In July 1999, the Census Bureau, in collaboration with the Bureau of Labor Statistics, released a report, “Experimental Poverty Measures: 1990 to 1997,” Current Population Reports, P60-205 (1999), that examined the effects of different resource definitions and thresholds on poverty and estimated several experimental poverty rates based on the NRC panel’s recommendations. The Census Bureau’s poverty measurement website tracks more recent developments at http://www.census.gov /hhes/povmeas/. In 2010, an interagency technical working group with representatives from the Bureau of Labor Statistics, the Census Bureau, the Economics and Statistics Administration, the Council of Economic Advisers, the Department of Health and Human Services, and the Office of Management and Budget examined ways to develop a Supplemental Poverty Measure (SPM). They drew on the recommendations of a 1995 National Academy of Science report and the extensive research on poverty measurement conducted over the preceding 15 years. The SPM will not replace the official poverty measure and will not be used to determine eligibility for government programs. The SPM uses thresholds derived from Consumer Expenditure Survey data for food, shelter, clothing, and utilities. These thresholds vary by housing tenure (renter, homeowner with mortgage, homeowner without mortgage) and are adjusted for geographic differences in the cost of housing. The SPM defines resources as cash income plus any federal in-kind benefits that families can use to meet their food, clothing, shelter, and utility needs minus necessary expenses. The SPM defines necessary expenses as taxes, child support, work-related expenses (including child-care), and medical out-of-pocket expenses. The official poverty measure counts only persons related by birth, marriage, or adoption as members of the resource sharing unit, but the SPM also includes any unrelated children who are cared for by the family (such as foster children), and any cohabitors and their children. The new measure

is intended to serve as an additional indicator of economic well-being in order to provide a deeper understanding of economic conditions and policy effects. For additional details, see http://www.census.gov/hhes /povmeas/methodology/supplemental/research/SPM _TWGObservations.pdf. The Census Bureau’s statistical experts, with assistance from the Bureau of Labor Statistics and in consultation with other agencies and outside experts, are responsible for the measure’s technical design. The Census Bureau has published poverty estimates using the SPM since 2010 (the report containing the most recent estimates, for 2014, is available at http://www.census.gov/content/dam/Census /library/publications/2015/demo/p60-254.pdf). Data on the poverty population and on family and personal income are collected in the Current Population Survey Annual Social and Economic Supplement (CPS ASEC), formerly known as the March Supplement. Following the standard Census Bureau definition, family is defined as two or more persons related by birth, marriage, or adoption and residing together. Income refers to money income before federal, state, or local personal income taxes and excludes capital gains and lump-sum payments; however, public income transfers are included. Money income does not reflect that many families receive noncash benefits, such as employee use of business transportation and facilities, employerpaid health insurance and other employer-supported

fringe benefits, Medicare, Medicaid, Supplemental Nutrition Assistance Program benefits (formerly known as food stamps), and housing assistance. Many farm families receive benefits in the form of rent-free housing or goods produced and consumed by the family. Every year between February and April, the sample of U.S. households interviewed in the monthly CPS is asked to provide information on household members’ incomes during the preceding calendar year. Survey experience indicates that respondents tend to underreport their income in household surveys. Underreporting is most pronounced for dividends, interest, public assistance, and workers’ compensation; less pronounced for veterans’ payments and private pensions; and modest for Social Security and other federal retirement programs. The proportion of nonresponses to CPS income questions is greater among middle income and higher income families than among lower income families. Because the CPS sample size, content, and procedures have changed several times, some differences in the data over time may in part reflect these methodological changes, not just changes in the population. Important changes to the CPS methodology took place for data years 1976, 1979, 1980, 1987, 1988, 1992, 1994, 1995, 2000, and 2013. The table below presents a summary of the methodological changes and provides references for more information concerning these changes. The report numbers, “P60-#,” refer to the Current Population Reports, Consumer Income series.

Year

Methodological change

Reference

1959

First year for which poverty data are available. The poverty measure was developed in 1963 and 1964.

P60-210, Appendixes

1969

Modification of poverty measure. Bureau of the Budget prescribed the new measure as the official poverty measure for statistical use in federal agencies.

P60-68, pp. 11–12

1979

“Householder” concept first implemented, replacing “head” concept—the husband is no longer automatically the family reference person. Secondary families (people who are related to each other but not the householder) are tallied separately from “families.”

P60-130, pp. 6–10

Change in universe—income questions no longer asked of 14-year-olds. Poverty universe changed—people under age 15 not living with any family members are excluded. (Previously, unrelated individuals under age 14 were excluded.) 1980

Modification of poverty measure (final approval in 1981). Estimates weighted using 1980 Census results.

P60-133, pp. 2–7

1987

New CPS processing system.

P60-166, pp. 1, 14–17; Welniak, 1990 ASA proceedings

1992

Estimates first weighted using 1990 Census results.

P60-188, p. vii

1994

Computer-assisted interviewing replaced pencil-and-paper interviewing.

P60-189, p. vii

1994– 1995

New CPS sample design.

P60-189, p. vii and Table D-3; P60-194, pp. v and xiii and Table D-3 Continued

Annual Statistical Supplement, 2015 ♦ C.3

Continued from previous page

Year

Methodological change

1995

Revised edit and allocation procedures for race groups.

P60-194, pp. v and xiii

2000

Expansion of CPS sample interviewed from about 50,000 households to about 78,000 households nationwide. Poverty data for 2000 and 2001 from sample expansion first published in P60-219, “Poverty in the United States: 2001.” In the same report, data were weighted using Census 2000 results.

P60-219, Appendix B

2002

For the first time, the CPS ASEC of 2003 recorded multiple categories for respondents who identified themselves with more than one race. We do not know how people who reported more than one race in 2002 previously reported their race. Therefore, there is no single way to compare changes to poverty by race between 2001 and 2002. The “Asian or Pacific Islander” race category was divided into two groups: “Asians” and “Native Hawaiians and Other Pacific Islanders.”

P60-222, pp. 2–3, 5

2013

Redesigned questions on income were tested using a probability split panel design, with redesigned questions provided to 30,000 addresses and traditional income questions provided to the remaining sample of 68,000 addresses. In addition, a new set of health insurance questions was provided to all 98,000 addresses.

P60-249, Appendix D

2014

New CPS sample design includes full-sample implementation of redesigned income questions.

P60-252, Appendixes D and E

For details about how questionnaire changes and file processing changes affected the data, see Edward J. Welniak Jr., “Effects of the March Current Population Survey’s New Processing System on Estimates of Income and Poverty,” paper presented at the annual meeting of the American Statistical Association (1990). Further details about CPS methodology may be found in Technical Paper 63RV, available at http://www .census.gov/prod/2002pubs/tp63rv.pdf. For additional poverty data, browse the Census Bureau poverty website at http://www.census.gov/hhes /www/poverty/poverty.html, contact the Census Bureau’s Customer Services Center at 1-800-923-8282 (toll free), or visit the Census Bureau’s Question & Answer Center at http://ask.census.gov.

C.4 ♦ Annual Statistical Supplement, 2015

Reference

For further information about technical changes to the poverty measure, contact Bernadette Proctor at (301) 763-3213 or e-mail bernadette.d.proctor@ census.gov. For further information about the statistical reliability of the CPS estimates, contact [email protected]. CONTACT: Kendall Swenson (202) 690-7507, Bernadette Proctor (301) 763-3213, or [email protected].

Appendix D: Computing a Retired-Worker Benefit Overview This section provides instructions and a worksheet for computing a retired-worker benefit for persons born in the years 1940 through 1953. The worksheet assumes that the worker had no prior period of entitlement to disability benefits and did not work after becoming entitled to retired-worker benefits. The worksheet describes the various steps used in computing a benefit. The steps are based on the following Social Security program goals: • To provide a benefit based on lifetime earnings. Benefits are related to the 35 highest earnings years (the number of computation years), but only for years after 1950. If there are fewer than 35 years with earnings, then years of no earnings are included among the 35 computation years. • To index lifetime earnings. Earnings used in the computation are not the actual covered earnings but an amount that reflects earnings increases in average wage levels for each year after the earnings were paid. This procedure is termed wage indexing. Currently, earnings are generally indexed to wage levels in the year the worker turns age 60. For example, for a person attaining age 62 in 2015, actual earnings in 1990 of $20,000 are indexed to $42,693.74, on the basis of 2013 wage levels. Earnings after age 60 are included at their actual (nominal) value. • To replace a portion of the indexed earnings. Indexed earnings are averaged over the number of computation years to calculate the average indexed monthly earnings (AIME). A benefit formula is applied to the AIME to produce the primary insurance amount (PIA), the amount payable to a worker who retires at the full retirement age (FRA). The benefit formula is weighted to provide a higher replacement of earnings for lower-wage workers. The formula for persons aged 62 in 2015 is 90 percent of the first $826 of AIME; plus 32 percent of the next $4,154; plus 15 percent of the AIME over $4,980. • To permit early retirement. Persons can retire as early as age 62, but the monthly benefit is reduced. This reduction applies to all future benefits. The reduction is calculated as 5/9 of 1 percent for each month immediately preceding the FRA, up to 36 months. If the number of months exceeds 36, then the benefit is further reduced 5/12 of 1 percent per month. For a person aged 62 in 2015, the maximum reduction is 25 percent if the individual is entitled to benefits for all 48 months between ages 62 and 66. • To provide for price indexing after age 62. Benefits are adjusted annually in December to reflect

increases in the Consumer Price Index (CPI-W). The benefit increase in 2014 was 1.7 percent. These costof-living adjustments are applied to the benefit for each year after the person attained age 62—even if the person was not actually receiving benefits. • To give credit for earnings after age 61. Earnings after age 61 (which are not indexed) can be substituted for earnings in earlier years if they result in a higher benefit. • To give credit for late retirement. Persons who do not receive benefits between the FRA and age 69 may receive increased benefits as a result of the delayed retirement credit provision. The benefit is increased by a specified percentage for each month a benefit was deferred. See Table 2.A20 for percentage increases.

Clarifying the Worksheet Procedure Step 1 - Determining the Number of Computation Years For workers born in the years 1940 through 1953, the number of computation years is 35. Step 2 - Wage Indexing of Earnings The following description and examples are provided for persons who wish to compute the index factors and indexed earnings. The indexing year is the year a person attains age 60. Beneficiaries born on January 1 are deemed to have attained age 60 on December 31 of the prior year. The average wage for the indexing year is divided by the average wage in each prior year to obtain the factor for each prior year. For example, for a person attaining age 62 in 2015, the indexing year is 2013. The average annual wage for 2013 was $44,888.16. The average annual wage for 1990 was $21,027.98. The amount $44,888.16 divided by $21,027.98 yields a factor of 2.1346872. The worker’s actual earnings covered under Social Security in that year, up to the maximum earnings creditable, are multiplied by the indexing factor to obtain the indexed earnings (see Worksheet 1). For example, actual covered earnings of $10,000 in 1990, multiplied by 2.1346872, result in indexed earnings of $21,346.87; actual earnings of $51,300 (the maximum creditable) result in indexed earnings of $109,509.45. Step 3 - Computing the Average Indexed Monthly Earnings (AIME) After the earnings in each year have been indexed, they are used in computing average indexed monthly Annual Statistical Supplement, 2015 ♦ D.1

earnings. The years of highest indexed earnings corresponding to the number of computation years are selected and totaled. This total is then divided by the number of months in the computation years. The result, rounded to the nearest lower dollar, is the average indexed monthly earnings. For example, for a person attaining age 62 in 2015, the highest 35 years of indexed earnings are used. If the sum of these earnings equals $400,000, the AIME is $952 ($400,000 divided by 420 months = $952.38, rounded to $952). Step 4 - Computing the Primary Insurance Amount (PIA) The PIA, the amount from which all Social Security benefits payable on a worker’s earnings record are based, is computed by applying a formula to the AIME. The formula consists of brackets in which three percentages are applied to amounts of AIME. The dollar amounts defining the brackets are called bend points, and the bend points are different for each calendar year of attainment of age 62. The PIA is rounded to the nearest lower 10 cents. For retired workers who attained age 62 in 2015, the bend points are $826 and $4,980. Thus the formula is 90 percent of the first $826 of AIME; plus 32 percent of the next $4,154 of AIME; plus 15 percent of AIME above $4,980. The following are examples of PIA computations for such workers with different AIME amounts. Example 1 - AIME of $700 PIA is $630 Based on: 90 percent of $700 Example 2 - AIME of $1,500 PIA is $959.08 rounded to $959.00 Based on: 9 0 percent of $826 ($743.40); plus 32 percent of $674 ($215.68) Example 3 - AIME of $5,000 PIA is $2,075.68 rounded to $2,075.60 Based on: 9 0 percent of $826 ($743.40); plus 32 percent of $4,154 ($1,329.28); plus 15 percent of $20 ($3.00) The above calculations are applicable to workers who attain age 62 in 2015. For workers who attained age 62 in prior years, the bend points will be different, and the PIA must be increased to reflect cost-of-living adjustments between the year of attainment of age 62 and 2015. Worksheet 2 shows cost-of-living increase factors for 2001 through 2014. After the PIA is calculated for the year of attainment of age 62, cost-of-living increases are applied for each year through 2014. The result is the current 2015 PIA. For example, a worker who attained age 62 in 2012 would receive cost-of-living adjustments for the years 2012–2014. The adjustments are cumulative, with each D.2 ♦ Annual Statistical Supplement, 2015

step rounded to the next lower dime. If the PIA at age 62 was $700, the cost-of-living adjustments would be: 2012: $700 multiplied by 1.017 = $711.90 2013: $711.90 multiplied by 1.015 = $722.58 2014: $722.58 multiplied by 1.017 = $734.86 $734.80 would be the PIA effective December 2014. Step 5 - Computation of the Monthly Benefit The full PIA is payable to a worker who retires at the full retirement age (FRA). In 2000, incremental increases in the FRA—from age 65 for workers born 1937 and earlier to age 67 for workers born 1960 and later—began to be phased in. Early retirement reduces benefits: Workers can still retire as early as age 62, but the monthly benefit is reduced. The reduction is calculated as 5/9 of 1 percent for each month immediately preceding the FRA, up to 36 months. If the number of months exceeds 36, then the benefit is further reduced 5/12 of 1 percent per month. Workers attaining age 62 in 2015 have their benefits computed based on the FRA of 66. See Table 2.A17.1 to determine the FRA based on the year of birth as well as the benefit reduction factors. For individuals electing benefits at exactly age 62 in 2015, the maximum reduction is 25 percent. For example, in 2015 a worker with a PIA of $700 would receive $525 at age 62. The PIA is reduced by $175.00, reflecting a reduction rate of 5/9 of 1 percent for each of the first 36 months and a reduction rate of 5/12 of 1 percent for each of the additional 12 months for a total reduction of 25 percent. After reduction of the PIA by $175.00, the benefit amount is rounded down to the nearest lower dollar. Delayed retirement increases benefits: Delayed retirement increases the benefit amount (by a certain percentage depending on a person’s date of birth) if the worker delays retirement beyond FRA. Benefit increases stop accumulating when the worker reaches age 70, even if he or she continues to delay taking benefits. Delayed retirement increases begin to apply to benefits in January of the year following the year the worker reaches FRA. The credit given for delayed retirement will gradually reach 8 percent per year (16/24 of 1 percent monthly) for those born 1943 and later. See Table 2.A20 for percentage increases. For example, a worker born in June 1949 will reach FRA in June 2015. If the worker delays receiving benefits until November 2015 (5 months after FRA), his or her benefit will be 103.33% of the PIA. If the worker’s PIA is $700, his or her benefit would increase to $723.31, rounded to $723.30.

Instructions for computing a retired-worker benefit (only for workers attaining age 62 in years 2002–2015) STEP 1.—Determining the Number of Computation Years 1

Number of Computation Years.

35

STEP 2.—Indexing of Earnings (Use Worksheet 1 for Steps 2 and 3.) 2

Enter in column 2 your earnings in each year 1954 through 2014. If none, enter “0.”

3

Column 3 contains the maximum earnings creditable under Social Security for each year.

4

Enter in column 4 the lower amount from columns 2 or 3 for each year.

5

Enter in column 5 the indexing factors applicable to the year you attained age 62 from Table 2.A8. (This table contains the indexing factors for persons attaining age 62 during the period 2000–2015.)

6

Multiply column 4 by column 5 and enter results in column 6 in dollars and cents. These are your indexed earnings.

STEP 3.—Computing the Average Indexed Monthly Earnings (AIME) 7

Enter the number of computation years from line 1.

8

Place an “X” in column 7 next to each of the 35 highest indexed earnings entries.

9

Add all individual indexed earnings marked with an “X.”

10

Number of months in the computation period.

11

Divide line 9 by line 10.

12

Round the result in line 11 to the next lower dollar. This is your average indexed monthly earnings (AIME).

35

420

STEP 4.—Computing the Primary Insurance Amount (PIA) (Use Worksheet 2 for Step 4.) 13

Enter first bend point from Worksheet 2 based on year of attainment of age 62. (If your birthday is January 1, enter prior year.)

14

Enter second bend point from Worksheet 2.

15

If your AIME (obtained in line 12) is equal to or less than line 13, complete line 16, otherwise skip to line 17.

16

Multiply line 12 by 0.9. (If you receive a pension on the basis of noncovered employment, see Table 2.A11.1.) Round to next lower dime to obtain your PIA at age 62. Continue with line 26.

17

If your AIME (obtained in line 12) is greater than line 13 but less than or equal to line 14, complete lines 18–20, otherwise skip to line 21.

18

Multiply line 13 by 0.9. (If you receive a pension on the basis of noncovered employment, see Table 2.A11.1.)

19

Subtract line 13 from line 12 then multiply by 0.32.

20

Add line 18 to line 19, and round to next lower dime to obtain your PIA at age 62. Continue with line 26.

21

If your AIME (obtained in line 12) is greater than line 14, complete lines 22–25.

22

Multiply line 13 by 0.9. (If you receive a pension on the basis of noncovered employment, see Table 2.A11.1.)

23


24


25

Add lines 22, 23, and 24, and round to the next lower dime to obtain your PIA at age 62. Continue with line 26.

26

If you attained age 62 in 2015, skip to line 32. Otherwise you will need to adjust your PIA to reflect costof-living adjustments (COLAs) from the year you attained age 62 through 2014 by using lines 27–31 and Worksheet 2.

27

Enter year of attainment of age 62.

28

Place an “X” corresponding to the year you attained age 62 in column 5 (Worksheet 2).

29

Place an “X” in column 5 (Worksheet 2) next to each subsequent year through 2014.

30

Enter your PIA at age 62 from either line 16, 20, or 25—here and in the first row of column 6 (Worksheet 2).

31

Beginning with first year marked, multiply your PIA at age 62 by the corresponding factor (column 4), round to the next lower dime, and enter in column 6. The resulting PIA is then multiplied by the next factor and is again rounded to the next lower dime. Continue this process through 2014. Enter this last figure, which is your current PIA. (Continued)

Annual Statistical Supplement, 2015 ♦ D.3

Instructions for computing a retired-worker benefit (only for workers attaining age 62 in years 2002–2015)—Continued STEP 5.—Computing the Monthly Benefit 32

Enter your current PIA from either line 16, 20, 25, or 31.

33

Using Table 2.A17.1, determine your full retirement age and enter here.

34

If you retired at your full retirement age, round the PIA from line 32 to the next lower dollar to obtain your monthly benefit. If you retired before the full retirement age, skip to line 35. If you retired after the full retirement age, skip to line 45.

35

If you retired before the full retirement age, enter your age at retirement in years and months, and complete lines 36–44.

36

Subtract line 35 from line 33, and convert the result to months to determine the total number of reduction months.

37

If line 36 is greater than 36 reduction months, subtract 36 months and enter the result here.

38

“0.0055556” (the decimal equivalent of 5/9 of 1 percent—the monthly reduction factor for the first 36 months) has been entered.

0.0055556

39

“0.0041667” (the decimal equivalent of 5/12 of 1 percent—the monthly reduction factor for months above 36) has been entered.

0.0041667

40

Multiply line 36 (but not more than 36 months) by line 38 to obtain the percent reduction for the first 36 months.

41

Multiply line 37 by line 39 to obtain the percent reduction for months in excess of 36.

42

Add line 40 to line 41 to obtain the total percent reduction.

43

Multiply line 32 by line 42 to obtain the amount of benefit reduction.

44

Subtract line 43 from line 32, and round to the next lower dollar to obtain your monthly benefit.

45

If you retired (or plan to retire) after the full retirement age, enter your actual (or planned) age at retirement in years and months, and complete lines 46–50. If you worked (or plan to work) after attaining age 70, enter “70 years 0 months.”

46

Subtract line 33 from line 45, and convert the result to months to determine the total number of delayed months.

47

“0.006667” (the decimal equivalent of 16/24 of 1 percent—the monthly percentage increase for persons born 1943 or later) has been entered.

48

Multiply line 46 by line 47 to obtain the total percent increase.

49

Multiply line 32 by line 48 to obtain the amount of benefit increase.

50

Add line 32 to line 49, and round to the next lower dollar to obtain your monthly benefit.

D.4 ♦ Annual Statistical Supplement, 2015

0.006667

Worksheet 1: Indexing of earnings

Year 1

Your earnings 2

Maximum taxable earnings ($) 3

1954

3,600

1955

4,200

1956

4,200

1957

4,200

1958

4,200

1959

4,800

1960

4,800

1961

4,800

1962

4,800

1963

4,800

1964

4,800

1965

4,800

1966

6,600

1967

6,600

1968

7,800

1969

7,800

1970

7,800

1971

7,800

1972

9,000

1973

10,800

1974

13,200

1975

14,100

1976

15,300

1977

16,500

1978

17,700

1979

22,900

1980

25,900

1981

29,700

1982

32,400

1983

35,700

1984

37,800

1985

39,600

1986

42,000

Lower of columns 2 or 3 4

Indexing factor 5

Column 4 times column 5 6

Highest indexed earnings 7

(Continued)


Worksheet 1: Indexing of earnings—Continued

Year 1

Your earnings 2

Maximum taxable earnings ($) 3

1987

43,800

1988

45,000

1989

48,000

1990

51,300

1991

53,400

1992

55,500

1993

57,600

1994

60,600

1995

61,200

1996

62,700

1997

65,400

1998

68,400

1999

72,600

2000

76,200

2001

80,400

2002

84,900

2003

87,000

2004

87,900

2005

90,000

2006

94,200

2007

97,500

2008

102,000

2009

106,800

2010

106,800

2011

106,800

2012

110,100

2013

113,700

2014

117,000

D.6 ♦ Annual Statistical Supplement, 2015

Lower of columns 2 or 3 4

Indexing factor 5

Column 4 times column 5 6

Highest indexed earnings 7

Worksheet 2: Computing the primary insurance amount (PIA) for workers retiring after age 62

Year

2nd bend point ($) 2

1st bend point ($) 1

Cost-of-living increase (%) 3

Cost-of-living factor 4

Years aged 62 or older 5

PIA ($) 6

Age 62 PIA: 2001

561

3,381

2.6

1.026

2002

592

3,567

1.4

1.014

2003

606

3,653

2.1

1.021

2004

612

3,689

2.7

1.027

2005

627

3,779

4.1

1.041

2006

656

3,955

3.3

1.033

2007

680

4,100

2.3

1.023

2008

711

4,288

5.8

1.058

2009

744

4,483

0.0

1.000

2010

761

4,586

0.0

1.000

2011

749

4,517

3.6

1.036

2012

767

4,624

1.7

1.017

2013

791

4,768

1.5

1.015

2014

816

4,917

1.7

1.017

2015

826

4,980

...

...

NOTE: . . . = not applicable. CONTACT: (410) 965-0090 or [email protected].


Glossary, Abbreviations, and Index to Tables

Glossary actuarial reduction (OASDI). Reduction in monthly benefit amount payable on— 1. Entitlement prior to full retirement age if the beneficiary is a retired worker, a wife or husband of a retired or disabled worker (with entitlement not based on caring for a child beneficiary), divorced spouse, a widow(er), or a surviving divorced spouse; or 2. Entitlement, in case of disability, at ages 50–59 if the beneficiary is a widow(er) or surviving divorced spouse. For formulas used to compute the reduction, see “Benefit Types and Levels” in the section Social Security (OldAge, Survivors, and Disability Insurance). administrative law judge—ALJ. An official of the Social Security Administration’s (SSA’s) Office of Disability Adjudication and Review who is specially qualified by education and experience to hold hearings and make independent decisions regarding eligibility for SSA programs based on all the evidence and testimony. ALJs conduct impartial hearings and issue decisions to individuals who have appealed previous determinations by SSA. See also administrative review process. administrative review process (OASDI and SSI). The procedures followed by the Social Security Administration (SSA) in determining one’s right under Title II and Title XVI of the Social Security Act. The administrative review process consists of several steps, which must usually be requested within certain time periods, in the following order: initial determination, reconsideration, decision of the administrative law judge, and a review by SSA’s Appeals Council. 1. Initial determination. A determination SSA makes about an individual’s entitlement to benefits or about any other matter that gives that person a right to further administrative and/or judicial review. 2. Reconsideration. The first step in the administrative review process. When an individual disagrees with the initial determination, the individual may, within 60 days of receiving notice of the initial determination, ask SSA to reconsider the decision. 3. Hearing before an administrative law judge (ALJ). When an individual disagrees with the reconsidered determination, he or she may, within 60 days of receiving notice of the determination, request a hearing before an ALJ. 4. Appeals Council review. When an individual disagrees with the decision or dismissal by the ALJ, he or she may, within 60 days of receiving the hearing decision, request that the Appeals Council review that decision. The Appeals Council, within the Office of Disability Adjudication and Review, may deny or dismiss the request for review, or grant the request and either issue a decision or remand (return) the case to an ALJ. The Appeals Council may also review any ALJ action on its own motion within 60 days after the ALJ’s action. The Appeals Council’s decision, or the hearing decision if the Council denies the request for review, represents SSA’s final decision in the administrative review process. See expedited appeals process and federal court review. adult (SSI). A person older than age 21, aged 18–21 who is not regularly attending school, or a person under 21 who is married or the head of a household. age (OASDI). In tables showing beneficiaries in current-payment status, the age classification is based on the age of the person at his or her last birthday. In tables showing awards data, age is the beneficiary’s age in the month of award or age in year of the award, as specified. aged beneficiary (OASDI). A person who qualifies for benefits on the basis of age rather than on the basis of a disability or caring for a child. aged enrollee (Medicare). An individual, aged 65 or older, who is enrolled in the Medicare program. aged person (SSI). A person aged 65 or older. allowance (DI). A determination that a worker is entitled to a cash disability benefit award or to the establishment of a period of disability because of an inability to work by reason of any physical or mental impairment. Annual Statistical Supplement, 2015 ♦ G.1

allowed charge (Medicare). The amount a physician or provider is allowed to charge Medicare for a covered medical service or supply. annual maximum taxable limit (OASDI and HI). The dollar amount above which earnings in Social Securitycovered employment are neither taxable nor creditable for benefit computation purposes. (Also referred to as “contribution and benefit base,” “annual creditable maximum,” “maximum contribution and benefit base,” “taxable maximum,” and “maximum taxable.”) Under the Hospital Insurance program, there is no upper limit on earnings subject to taxes. See Table 2.A3. assigned claim (Medicare). A claim for which the physician or supplier agrees to accept the amount approved by Medicare as the total payment. The physician or supplier is paid 80 percent of the approved fee schedule (less any unmet deductible). The beneficiary can be charged only for the coinsurance, the remaining 20 percent of the approved amount. A participating physician or supplier agrees to accept assignment on all claims. auxiliary benefit (OASDI). Monthly benefit payable to a spouse or child of a retired or disabled worker, or to a survivor of a deceased worker. (Also known as dependents benefit.) average. See mean. average indexed monthly earnings—AIME (OASDI). The resulting average monthly earnings of a worker after indexing of actual earnings to reflect the value of the individual’s previous earnings relative to national average earnings in the indexing year. A formula is then applied to this figure to compute the primary insurance amount (PIA) for most workers who attain age 62, become disabled, or die after 1978. The indexing year is the second year before the year in which the worker attains age 62, becomes disabled, or dies. Taxable earnings after the indexing year are included at their actual value. For widow(er)s first eligible after December 1984, the indexing year applicable to the deceased worker’s earnings may alternatively be the second year before the widow(er)’s date of eligibility for survivors benefits if it results in a higher benefit. Earnings are indexed by multiplying the worker’s taxable earnings for each year after 1950 through the indexing year by the average wages of all workers for the indexing year, and dividing by the average wages of all workers for the year being indexed. Once the earnings have been indexed, the AIME is computed by— 1. Determining the number of computation years—the number of years elapsed after attaining age 21 (or 1950, if later) until the year in which the worker attains age 62, becomes disabled, or dies, minus the number (generally 5) of lowest-earnings years dropped out of the computation (the minimum number of computation years is 2); 2. Selecting the actual computation years, based on highest indexed earnings from any years after 1950; and 3. Dividing the sum of indexed earnings in the computation years by the total number of months in the computation years. For workers entitled to disability benefits after June 1980, the number of dropout years varies according to the age attained in year of disability onset. For workers aged 26 or younger, the number of dropout years is 0; for those aged 27–31, 32–36, 37–41, 42–46, and 47 or older, the numbers are 1, 2, 3, 4, and 5, respectively. After June 1981, however, disabled workers may obtain additional dropout years (up to 3, 2, and 1, respectively, for those aged 26 or younger, 27–31, and 32–36) for each year the workers had no earnings and were living with a child (their own or their spouse’s) under age 3. average monthly wage—AMW (OASDI). The amount of earnings used as the basis for determining the primary insurance amount (PIA) for workers who attained age 62, became disabled, or died before 1979, and also under a transitional guarantee computation for workers who attained age 62 in 1979–1983 or survivors of such workers, if the resulting PIA is higher than under the average indexed monthly earnings (AIME) method. The AMW is computed by— 1. Determining the number of computation years—the number of years elapsed after attaining age 21 (or 1950, if later) until the year in which the worker attains age 62 (age 65 for men born before January 2, 1911, and the later of age 62 or the year 1975 for men born after January 1, 1911), becomes disabled, or dies, minus the number (generally 5) of lowest-earnings years dropped out of the computation (the minimum number of computation years is 2); G.2 ♦ Annual Statistical Supplement, 2015

2. Selecting the actual computation years, based on highest earnings (up to the amount of the annual maximum taxable earnings in each year), from any years after 1950; and 3. Dividing the sum of earnings in the computation years by the total number of months in the computation years. See the last paragraph under AIME for special dropout rules for disabled workers. An alternative computation method takes into account the worker’s earnings after 1936, if it yields a higher PIA. award (OASDI). A determination that an individual is entitled to a specified type of benefit. An award action is processed adding the individual to the Social Security benefit rolls maintained for that type of benefit and is counted as an award in a particular month. Award actions are processed not only for new beneficiaries but also for persons already on the rolls whose benefits in one category are terminated but who become entitled to another type of benefit. These actions are called conversions. When a disabled worker attains the full retirement age, the worker benefit and the benefits of spouses and children are converted to the retirement category. Upon the death of a disabled worker, benefits for children are converted to the survivor child category and benefits for spouses caring for these children are converted to widowed mothers and fathers benefits. Benefits for spouses of retired and disabled workers entitled because of age are converted to nondisabled widows and widowers benefits upon the death of the worker. The above conversions are counted in the award data. base years (OASDI). For computing Social Security benefits, the years after 1950 up to the year a person is entitled to retirement or disability benefits. For a survivor’s claim, the base years include the year of the worker’s death. bend points (OASDI). The dollar amounts defining the average indexed monthly earnings or primary insurance amount brackets in the benefit formulas. See Tables 2.A11 and 2.A13. beneficiary (OASDI). A person who has been awarded benefits on the basis of his or her own or another’s earnings record. The benefits may be either in current-payment status or withheld. benefit period (Medicare). An alternate name for spell of illness. benefit reduction (OASDI). See actuarial reduction. benefit termination (OASDI). See termination. benefits in force (OASDI). The sum of the number of persons with benefits in current-payment status and persons with benefits withheld. benefits withheld (OASDI). See withholding. Black Lung Benefits Program. Provides for monthly payments and medical treatment to coal miners totally disabled from pneumoconiosis (black lung disease) arising from employment in or around the nation’s coal mines, augmented payments based on the number of miner’s dependents, and payments to certain survivors of miners who died due to or while totally disabled from pneumoconiosis. blind (OASDI and SSI). “Blindness” for Social Security purposes means either central visual acuity of 20/200 or less in the better eye with the use of a correcting lens, or a limitation in the fields of vision so that the widest diameter of the visual field subtends an angle of 20 degrees or less (tunnel vision). buy-in (Medicare). A Medicare beneficiary who is also eligible for Medicaid and for whom Part B (Supplementary Medical Insurance) premiums are paid by a state Medicaid program. capitation (Medicare). A prospective payment method that pays the provider of service a uniform amount for each person served, usually on a monthly basis. Capitation is used in managed care alternatives such as Health Maintenance Organizations. carrier (Medicare). An entity that the Centers for Medicare & Medicaid Services contracts to process physician/other supplier claims and make payments for Part B (Supplementary Medical Insurance) services. Annual Statistical Supplement, 2015 ♦ G.3

child (SSI). An unmarried blind or disabled person who is not the head of a household and who is either under age 18 or aged 18–21 and regularly attending school. childhood disability benefit (OASDI). See disabled child’s benefit. child’s benefit (OASDI). Monthly benefits payable to children of a retired or disabled worker or of a deceased worker who died either fully or currently insured. Benefits are payable to unmarried children under age 18 (up to age 19 if a full-time student attending elementary or secondary school) and to disabled children aged 18 or older who became disabled before age 22. Under certain circumstances, benefits can be paid to stepchildren, grandchildren, or adopted children. Benefits for disabled children may continue if they marry certain other Social Security beneficiaries. claimant (OASDI and SSI). The person on whose behalf an application for benefits is filed. coinsurance (Medicare). See cost sharing. computation starting date (OASDI). December 31 of either 1936 or 1950. Taxable earnings after the applicable starting date are counted in computing average monthly earnings (only starting date of December 31, 1950 is applicable in computing average indexed monthly earnings). Consumer Price Index—CPI. A relative measure of inflation computed by the U.S. Department of Labor. The CPI charts the rise in costs for selected goods and services and is used to compute cost-of-living increases. In this report, references to the CPI relate to the CPI for Urban Wage Earners and Clerical Workers (CPI-W), unless otherwise noted. continuing disability review (DI and SSI). A periodic review to determine if a disabled individual is still medically eligible to receive benefits. contributions (OASDI and Medicare). The amount based on a percentage of earnings, up to an annual maximum, that must be paid by— 1. Employers and employees on wages from employment under FICA (Federal Insurance Contributions Act), 2. The self-employed on net earnings from self-employment under SECA (Self-Employment Contributions Act), and 3. States on the wages of state and local government employees covered under the Social Security Act through voluntary agreements under section 218 of the Act. Generally, employers withhold contributions from wages, add an equal amount of contributions, and pay both on a current basis. Also referred to as “taxes.” See Table 2.A3. conversion of benefits (OASDI). See award (OASDI). cost-of-living adjustment—COLA. Social Security benefits and Supplemental Security Income payments are increased each year to keep pace with increases in the cost of living (inflation). The Consumer Price Index is used to compute COLA increases. cost sharing (Medicare). The generic term that includes copayments, coinsurance, and deductibles. • Copayments—Flat fees, typically modest, that insured persons must pay for a particular unit of services, such as an office visit, emergency room visit, or the filling of a prescription. • Coinsurance—Portion of the costs paid by the beneficiary after meeting the annual deductible. • Deductibles—The annual amount payable by the beneficiary for covered services before Medicare makes reimbursement. couple (SSI). See eligible couple. covered earnings (OASDI). Earnings in employment covered by the OASDI programs. G.4 ♦ Annual Statistical Supplement, 2015

covered employment (OASDI). All employment and self-employment creditable for Social Security purposes. covered worker (OASDI). A person who has earnings creditable for Social Security purposes on the basis of services for wages in covered employment or on the basis of income from self-employment. creditable coverage (Medicare). Alternative prescription drug coverage in which the actuarial value of the coverage equals or exceeds the actuarial value of standard Medicare prescription drug coverage, as demonstrated through the use of generally accepted actuarial principles and in accordance with Centers for Medicare & Medicaid Services actuarial guidelines. In the absence of creditable coverage, a late enrollment penalty is imposed on beneficiaries who delay signing up for Part D after their initial enrollment period. current-payment status (OASDI). Status of a beneficiary who is paid a benefit for a given month, with or without deductions, provided the deductions add to less than a full month’s benefit. The amount shown is prior to deduction for the Medicare Part B (Supplementary Medical Insurance) premium. A benefit in current-payment status at the end of a month is usually payable in the following month. deductible (Medicare). The amount paid by enrollees for covered services before Medicare makes reimbursements. • Hospital Insurance—Deductible applies to each new benefit period. It is determined each year by a formula specified by law, and approximates the current cost of a 1-day inpatient hospital stay. • Supplementary Medical Insurance—Deductible is the first $100 of covered charges per calendar year. deeming (SSI). Accounting for the income and resources of certain persons who live with an SSI recipient when determining the payment amount. These persons include the ineligible spouses of adult recipients, the ineligible parents of child recipients under age 18, and the immigration sponsor for certain noncitizens. delayed retirement credit (OASDI). A credit that increases the benefit amount for certain individuals who did not receive benefits for months after attainment of the full retirement age but before age 70. Delayed retirement credit increases are applicable for benefits beginning January of the year following the year the individual attains full retirement age. Each monthly credit serves as a basis for increasing the monthly benefit (unless the benefit is based on a special minimum primary insurance amount [PIA]) by specified percentages that depend on the year the worker attains age 62. The monthly credit was 1/12 of 1 percent for workers who attained age 62 before 1979 and 1/4 of 1 percent for workers who attained age 62 from 1979 through 1986. The corresponding monthly credits for workers who attain age 62 after 1986 are shown in Table 2.A20. The increase is applicable to the worker’s monthly benefit amount but not to his or her PIA, therefore, auxiliary benefits are generally not affected. However, a widow(er)’s benefit may be increased based on the credit that had been applied to the benefit of the deceased worker or for which the worker was eligible at the time of death. dependents benefit (OASDI). Monthly benefit payable to a spouse or child of a retired or disabled worker. diagnosis-related groups (Medicare). A classification system that groups patients according to diagnosis, type of treatment, age, and other relevant criteria. Under the prospective payment system, hospitals are paid a set fee for treatment of patients in a single diagnosis-related groups category, regardless of the actual cost of care for the individual. direct deposit (OASDI and SSI). A method of payment whereby beneficiaries have their monthly benefits sent electronically to financial institutions they designate. Also referred to as electronic funds transfer (EFT). disability (DI). The inability to engage in substantial gainful activity (SGA) by reason of any medically determinable physical or mental impairment that can be expected to result in death or can be expected to last for a continuous period of not less than 12 months. Special rules apply for workers aged 55 or older whose disability is based on blindness. The law generally requires that a person be disabled continuously for 5 full months before he or she can qualify for a disabled-worker benefit.

Annual Statistical Supplement, 2015 ♦ G.5

disability (SSI). The inability to engage in substantial gainful activity (SGA) by reason of any medically determinable physical or mental impairment that can be expected to result in death or can be expected to last for a continuous period of not less than 12 months. This 12-month requirement does not apply to the blind. The SGA criterion does not apply to children under age 18. The standard for them is a medically determinable physical or mental impairment which results in marked and severe functional limitations. disabled child’s benefit (OASDI). A monthly benefit payable to a disabled person aged 18 or older—a child or stepchild or eligible grandchild of retired, deceased, or disabled worker—whose disability began before age 22. (Also referred to as “disabled adult child.”) disabled enrollee (Medicare). A person under age 65 who has been entitled to disability benefits under Title II of the Social Security Act or Railroad Retirement system for at least 2 years. disabled surviving divorced husband’s benefit (OASDI). See widow(er)’s benefit. disabled surviving divorced wife’s benefit (OASDI). See widow(er)’s benefit. disabled widow(er)’s benefit (OASDI). See widow(er)’s benefit. disabled-worker benefit (DI). A monthly benefit payable to a disabled worker under full retirement age insured for disability. Before November 1960, disability benefits were limited to disabled workers aged 50–64. divorced husband’s benefit (OASDI). See husband’s benefit. divorced wife’s benefit (OASDI). See wife’s benefit. dropout years (OASDI). Years dropped out of the computation period in determining average indexed monthly earnings (AIME). Dropout years are those with the lowest earnings during the worker’s lifetime. The number of years dropped out of the computation period is generally the maximum of 5, but can vary, depending primarily on the worker’s age at death or disability onset. Other factors may apply. See average indexed monthly earnings—AIME. drug addiction and alcoholism (OASDI and SSI). Legislation enacted in 1996 eliminated drug addiction and alcoholism as a basis for entitlement to Social Security and SSI disability benefits, effective January 1, 1997. Individuals for whom drugs and/or alcohol is deemed a contributing factor material to the determination of disability cannot be entitled to disability benefits. dual entitlement (OASDI). Entitlement to a worker (primary) benefit and a higher secondary benefit, usually a spouse’s or widow(er)’s benefit. The primary benefit is paid in full but the secondary benefit is paid only in the amount by which it exceeds the primary benefit. If the two benefits are financed from the same trust fund, the beneficiary is usually represented only once in the statistics, as a retired-worker or a disabled-worker beneficiary, and the benefit amount recorded is the larger amount associated with the auxiliary benefit. If the benefits are paid from different trust funds the beneficiary is represented twice, and the respective benefit amounts are recorded for each type of benefit. durable medical equipment (Medicare). Includes certain medical supplies and such items as hospital beds and wheel chairs used in a patient’s home. early retirement (OASDI). Retirement prior to the full retirement age. earnings (OASDI and Medicare). All wages from employment and net earnings from self-employment, whether or not taxable or covered. earnings test (OASDI). The provision requiring the withholding of benefits if nondisabled beneficiaries under full retirement age have earnings in excess of certain exempt amounts. See Table 2.A29.

G.6 ♦ Annual Statistical Supplement, 2015

eligible couple (SSI). Two persons living together as married, both of whom are eligible for SSI. eligible individual (SSI). An aged, blind, or disabled person eligible for SSI. eligible worker (OASDI). For retirement benefits, an individual who meets the insured status and age requirements for benefits whether or not he or she has filed an application; for Disability Insurance benefits, an individual who meets the insured status requirements and has established a period of disability. emergency advance payments (SSI). Payments available at initial application for individuals who need cash assistance before their first Supplemental Security Income payment arrives. This advance is withheld from the first check. end-stage renal disease (Medicare). Permanent kidney failure. entitlement (OASDI). The state of meeting the applicable requirements for receipt of benefits, including the filing of an application. Entitlement can be retroactive and thus precede the date of award. The retroactive period can be 12 months for disabled workers, their spouses and children, and disabled widow(er)s. The maximum retroactive period for other types of benefits is 6 months. Retroactive benefits for months before full retirement age are not payable to a retired worker, a spouse, or a widow(er) if a permanent reduction of the monthly benefit amount would result. However, persons filing for a widow(er)’s benefit in the month immediately following the month of the worker’s death may elect a 1-month retroactivity, even if reduced benefits would result. A person can be entitled to more than one benefit simultaneously. See dual entitlement. expedited appeals process (OASDI and SSI). This permits an individual to go directly to a federal district court after review of the initial determination without first completing the administrative review process, if the only dispute is whether an applicable provision of the Social Security Act is constitutional. See administrative review process. family benefit (OASDI). The sum of the individual monthly benefits payable to all the beneficiaries entitled on the basis of a single earnings record. See maximum family benefit. family classification (OASDI). As used in statistical tables, the number and types of beneficiaries entitled to benefits on a single earnings record. Since the family classification is determined by the types of beneficiaries entitled, it can differ from actual family status. For example, a married couple is classified as a worker-and-spouse family if both persons are entitled on the earnings record of one of them. If both persons were entitled on their own earnings record they would be designated as two worker-only families. father’s benefit (OASDI). A monthly benefit payable to a widower or surviving divorced father if (1) the deceased worker on whose account the benefit is paid was either fully or currently insured at the time of death and (2) an entitled child of the worker in his care is under age 16 or is disabled. federal benefit rates (SSI). The basic benefit standards used in computing the amount of federal SSI payments. Benefit levels differ for individuals and couples living in households and for persons in Medicaid institutions. Individuals or couples living in their own households receive the full federal benefit. The federal benefit is reduced by one-third if an individual or couple is living in another person’s household and receiving support and maintenance there. The federal benefit rates are increased annually to reflect increases in the cost of living. federal court review (OASDI and SSI). When an individual disagrees with SSA’s final decision he or she may request judicial review by filing a civil action in a federal district court. See administrative review process. federally administered payments (SSI). Federal SSI payments and state supplementation payments issued by the Social Security Administration on behalf of the states. federally administered state supplementation (SSI). Cash payments provided by a state and issued by the Social Security Administration, which is also responsible for the maintenance of payment records. See state supplementation.


Food Stamp Program. The former name of the Supplemental Nutrition Assistance Program. full retirement age—FRA (OASI). The age at which a person may first become entitled to unreduced retirement benefits. For persons attaining age 62 before 2000, the full retirement age is 65. Beginning with an increase to 65 years and 2 months for persons reaching age 65 in 2003, FRA is increasing gradually to 67 for persons reaching that age in 2027 or later. The higher full retirement age affects the benefit amount if a person chooses to receive benefits before attaining the FRA. See Table 2.A17.1. government pension offset (OASDI). A law that affects spouse’s or widow(er)’s benefits. Benefits are subject to reduction by any government pensions payable to the spouse on the basis of his or her own earnings in noncovered employment. The offset reduces the Social Security benefit amount by two-thirds of the amount of the government pension. For more information, see “Government Pension Offset” in the section Social Security (Old-Age, Survivors, and Disability Insurance). gross domestic product—GDP. The total dollar value of all goods and services produced by labor and property located in the United States, regardless of who supplies the labor or property. health maintenance organization (Medicare). One of several competitive medical plans, including Medicare Advantage, that have contracts with the Centers for Medicare & Medicaid Services on a prospective capitation basis for providing health care to Medicare beneficiaries. home health agency (Medicare and Medicaid). A public or private organization that provides skilled nursing services and other therapeutic services in the patient’s home and that meets certain conditions to ensure the health and safety of the individual. home health services (Medicare and Medicaid). Items furnished in a patient’s home under the care of physicians. These services are furnished under a plan established and periodically reviewed by a physician. They include part-time or intermittent skilled nursing care; physical, occupational, or speech therapy; medical social services; medical supplies and appliances (other than drugs and biologicals); home health aid services; and services of interns and residents. hospice (Medicare and Medicaid). A public agency or private organization that is primarily engaged in providing pain relief, symptom management, and supportive services to patients that are certified to be terminally ill. Medicare beneficiaries may elect to receive hospice care instead of standard Medicare benefits for terminal illnesses. husband’s benefit (OASDI). Monthly benefit payable to a husband or a divorced husband (aged 62 or older) of a retired or disabled worker. See spouse’s benefit. independent laboratory services (Medicare). Diagnostic laboratory tests ordered by a physician and performed in a laboratory independent of a physician’s office or a hospital. inpatient hospital services (Medicare). Items and services furnished to an inpatient of a hospital by the hospital, including room and board, nursing and related services, diagnostic and therapeutic services, and medical or surgical services. institutionalization (Medicaid and SSI). Living arrangements for persons in public or private institutions when more than 50 percent of the cost of their care is met by the Medicaid program. insured status (OASDI). The state of having sufficient quarters of coverage to meet the eligibility requirements for retired-worker or disabled-worker benefits or to permit the worker’s spouse and children or survivors to establish eligibility for benefits in the event of his or her disability, retirement, or death. For qualifications, see “Insured Status” in the section Social Security (Old-Age, Survivors, and Disability Insurance). interim assistance (SSI). Payments made by a state or local government to Supplemental Security Income applicants while their claims are being adjudicated. Repayment is made from the first SSI payment. G.8 ♦ Annual Statistical Supplement, 2015

intermediary (Medicare). An organization, selected by providers of health care, that has an agreement with the Centers for Medicare & Medicaid Services to process and pay institutional claims and perform other functions under the program. life expectancy. The average number of years of life remaining at each tabulated birthday. See life table (period). life table (period). A period life table represents the mortality experience of an entire population during a relatively short period of time, usually 1–3 years. Such tables are useful for analyzing changes in the mortality experienced by a population through time. The table refers to a cohort of 100,000 people with the same birthday who experience the rate of mortality, or probability of death within 1 year, shown in the table, throughout their lives. lifetime reserve (Medicare). Nonrenewable 60 days of inpatient hospital care to draw on if the 90 covered days per benefit period are exhausted. Patients are required to pay a daily coinsurance amount equal to one-half of the inpatient hospital deductible for each lifetime reserve day. limitation of widow(er)’s benefit (OASDI). The reduction of the widow(er)’s benefit due to the early retirement of the deceased spouse. The benefit for a nondisabled widow(er) is limited to the larger of 82 1/2 percent of the deceased spouse’s primary insurance amount, or the amount to which the deceased spouse would have been entitled if he or she were still alive. Thus, receipt of benefits by a worker before the full retirement age will result in a reduction of benefits for a widow(er), even if the widow(er) became entitled after his or her own full retirement age. Tables showing data on reduction for early retirement for nondisabled widow(er)s do not include those with limited benefits unless they became entitled before their own full retirement age. See widow(er)’s benefit. low-income subsidy (Medicare). Financial assistance for beneficiaries with limited income and resources. Eligible beneficiaries receive assistance in paying their monthly premium, yearly deductible, prescription coinsurance, and copayments. lump sum death benefit (OASDI). A one-time payment, generally $255, payable upon the death of a fully or currently insured worker. The lump sum is payable to the surviving spouse of the worker, under most circumstances. If there is no spouse, the lump sum is payable to the worker’s entitled children. managed care (Medicare). Includes health maintenance organizations, competitive medical plans, and other plans that provide health services on a prepayment basis which is either based on cost or risk depending on the type of contract they have with Medicare. See also Medicare Advantage. mandatory minimum state supplementation (SSI). Required by federal law for individuals converted to the Supplemental Security Income program from state assistance programs for the aged, blind, or disabled. This provision insures that monthly income will not be less than the amount received under the former state programs. maximum family benefit (OASDI). The maximum monthly amount that can be paid on a worker’s earnings record. Whenever the total of the individual monthly benefits payable to all the beneficiaries entitled on one earnings record exceeds the maximum, each dependent’s or survivor’s benefit is proportionately reduced to bring the total within the maximum. Benefits payable to divorced spouses or surviving divorced spouses are not reduced under the family maximum provision. Tables 2.A13, 2.A14, and 2.A17 give the formulas for computing the maximum family benefit. maximum taxable (OASDI and Medicare). See annual maximum taxable limit. mean. The arithmetic mean is calculated by dividing the sum of all of the values of a variable by the number of cases. The term “average” used in this publication refers to the arithmetic mean. See also median. median. The median is a measure of central value which identifies that value that divides a distribution in half such that an equal number of cases fall below it as there are above it. See also mean. Medicaid. A federal-state program that provides medical assistance for certain individuals and families with low incomes and limited resources.


medical savings account (Medicare). A plan that provides benefits after a single high deductible is met. Medicare makes an annual deposit to the medical savings account, and the beneficiary is expected to use that money to pay for medical expenses above the annual deductible. medically needy (Medicaid). Persons who would be eligible for Medicaid under one of the program’s mandatory or optional groups, except that their income or resources are above the eligibility level set by their state. The states may extend eligibility to these otherwise qualified persons by allowing them to “spend down” to Medicaid eligibility by incurring medical or remedial care expenses to offset their excess income, thereby reducing it to a level below the maximum allowed by that state’s Medicaid plan. Medicare. A federally administered health insurance program that covers the cost of hospitalization, medical care, and some related services for most persons aged 65 or older. Also covers persons receiving Social Security Disability Insurance payments for 2 years, and persons with end stage renal disease. Medicare consists of four separate but coordinated programs—Part A (Hospital Insurance), Part B (Supplementary Medical Insurance), Part C (Medicare Advantage) and Part D (Prescription Drug Coverage). Medicare Advantage. An expanded set of options for the delivery of health care under Medicare established by the Balanced Budget Act of 1997. Most Medicare beneficiaries can choose to receive benefits through the original fee-for-service program or through one of the following Medicare Advantage plans: (1) coordinated care plans (such as health maintenance organizations, provider sponsored organizations, and preferred provider organizations); (2) medical savings account/deductible plans; or (3) private fee-for-service plans. Medicare economic index. An index that is often used in the calculation of the increases in the prevailing charge levels that help to determine allowed charges for physician services. In 1991 and later, this index is considered in connection with the update factor for the physician fee schedule. Medigap (Medicare). A term used for private health insurance that pays, within limits, most of the health care service charges not covered by Part A (Hospital Insurance) or Part B (Supplementary Medical Insurance). military wage credits (OASDI and Medicare). Credits recognizing that military personnel receive wages in kind (such as food and shelter) in addition to their basic pay and other cash payments. Noncontributory wage credits of $160 are provided for each month of active military service from September 16, 1940, through December 31, 1956. For years after 1956, the basic pay of military personnel is covered under the Social Security program on a contributory basis. See Table 2.A2 for amounts of noncontributory wage credits for 1957–2001. Noncontributory wage credits were eliminated for all years after 2001. minimum benefit (OASDI). The lowest benefit (before actuarial reduction) payable to a retired worker, a disabled worker, or a sole survivor of a deceased worker. The minimum benefit was eliminated for most workers who attain age 62, become disabled, or die after 1981. monthly benefit (OASDI). The amount payable after reduction, if necessary, for age, family maximum, and other reasons but before any deduction for Supplementary Medical Insurance (SMI) premiums. Effective June 1982, the final benefit payment is rounded to the next lowest $1 (if not already a multiple of $1) after reduction for age, family maximum, and other reasons and after any deduction for SMI premiums. The tables in this publication reflect the monthly benefit credited (MBC) which is calculated as follows: 1. Subtract the SMI premium from the monthly benefit amount; 2. Round the above result down to the nearest whole dollar; and 3. Add back the SMI premium to the rounded result from 2 above. For example, if a monthly benefit amount is $968.20, and an SMI premium of $121.80 is deducted, the MBC is $967.80 (calculated as follows: $968.20 - $121.80 = $846.40 rounded down to $846.00 + $121.80 = $967.80). mother’s benefit (OASDI). A monthly benefit payable to a widow or surviving divorced mother if (1) the deceased worker on whose account the benefit is paid was either fully or currently insured at the time of his death and (2) the entitled child of the worker is in her care and is under age 16 or disabled.


nondisabled widow(er)’s benefit (OASDI). See widow(er)’s benefit. nonpayment status (OASDI). See withholding. normal retirement age (OASI). See full retirement age. old-age benefit (OASI). See retired-worker benefit. Old-Age, Survivors, and Disability Insurance—OASDI. The Social Security programs that pay monthly cash benefits to: 1. Retired-worker (old-age) beneficiaries and their spouses and children as well as to survivors of deceased insured workers (OASI), and 2. Disabled-worker beneficiaries and their spouses and children (DI). Rehabilitation services are also provided for disabled beneficiaries. optional state supplementation (SSI). May be provided by states to bring the combined Supplemental Security Income and state payment to an amount more nearly commensurate with their costs of living than is the SSI payment alone. outpatient services (Medicare). Services furnished to outpatients by a participating hospital for diagnosis or treatment of an illness or injury. own household (SSI). A definition used to determine the federal benefit rates. Applies to adults who either own their living quarters, are liable for the rent, pay their pro rata shares of household expenses, are living in households composed only of recipients of public income-maintenance payments, or are placed by agencies in private households; and to children living in their parent’s household. See federal benefit rates. parent’s benefit (OASDI). Monthly benefit payable to a dependent parent, aged 62 or older, of a deceased fully insured worker. payment status (OASDI). The state or condition of a benefit with respect to actual receipt by the beneficiary—that is, whether the benefit is in current-payment status or withheld. peer review organization (Medicare). A group of practicing physicians and other health care professionals, paid by the federal government, to review the care given to Medicare patients. physician services (Medicare). Services provided by an individual licensed under state law to practice medicine or osteopathy. Services provided by hospitals are not covered by this provision. preferred provider organization (Medicare). An arrangement between a provider network and a health insurer or a self-insured employer. Providers generally accept payments less than traditional fee-for-service payments in return for a potentially greater share of the patient market. Preferred provider organization enrollees are not required to use the preferred providers, but are given financial incentives to do so, such as reduced coinsurance and deductibles. Providers do not accept financial risk for the management of care. presumptive disability or blindness (SSI). For certain diagnoses, where there is high probability of a favorable medical determination of disability or blindness, payments may be made for up to 6 months before the formal determination if the applicant meets the other eligibility qualifications. primary insurance amount—PIA (OASDI). The primary insurance amount is related to a worker’s average monthly wage or average indexed monthly earnings. The PIA is used to compute all types of benefits payable on the basis of an individual’s earnings record. Retired workers electing benefits at the full retirement age and disabled workers who did not receive a retirement benefit reduced for age receive a benefit equal to the PIA. Dependents and survivors of workers receive specified percentages of the PIA subject to the family maximum and entitlement before the full retirement age.


primary insurance amount formula (OASDI). The mathematical formula relating the primary insurance amount (PIA) to the average indexed monthly earnings (AIME) for workers who attain age 62, become disabled, or die after 1978. The PIA is equal to the sum of 90 percent of AIME up to the first bend point, plus 32 percent of AIME above the first bend point up to the second bend point, plus 15 percent of AIME in excess of the second bend point. Automatic benefit increases are applied beginning with the year of eligibility. prospective payment system (Medicare). A method of reimbursement for hospitals that was implemented effective with hospital cost reporting periods beginning on or after October 1, 1983. Under this system, Medicare payment is made at a predetermined, specific rate for each discharge. All discharges are classified according to a list of diagnosis-related groups. Prouty benefit (OASI). See special age-72 benefit. provider (Medicare and Medicaid). Medicare—A provider is a facility, supplier, or physician who furnishes medical services. Medicaid—A provider is a person, group, or agency who provides covered services to enrollees. qualified Medicare beneficiaries (Medicare and Medicaid). Qualified Medicare beneficiaries are persons with incomes at or below 100 percent of the federal poverty level and resources at or below 200 percent of the Supplemental Security Income limit. Medicaid pays the Medicare (Parts A and B) premiums and the coinsurance and deductibles, subject to limits that states may impose on payment rates. quarters of coverage (OASDI and Medicare). The crediting of coverage needed for insured status. A worker receives 1 quarter of coverage (up to a total of 4) for a designated amount of annual earnings reported from employment or self-employment. This dollar amount is subject to annual automatic increases in proportion to increases in average earnings. For amounts in years 1939 to present, see Table 2.A7. No more than 4 quarters of coverage may be credited for any calendar year, and no quarter of coverage is credited after the quarter in which death occurred or for a quarter entirely included in a period of disability. Railroad Retirement. A federal insurance program designed for workers in the railroad industry. The Railroad Retirement Act provides for a system of coordination and financial interchange between the Railroad Retirement program and the Social Security program. reasonable cost (Medicare). Intermediaries and carriers use the Centers for Medicare & Medicaid Services guidelines to determine reasonable costs incurred by providers in furnishing covered services to enrollees. Reasonable cost is based on the actual cost of providing such services, including direct and indirect costs of providers and excluding any costs that are unnecessary in the efficient delivery of services covered by the Hospital Insurance program. redetermination (SSI). The periodic review of eligibility for each Supplemental Security Income recipient to ensure that eligibility continues and that payments are in the proper amount. reduction for early retirement (OASDI). See actuarial reduction. representative payee (OASDI and SSI). A person designated by the Social Security Administration to receive monthly benefits on behalf of a beneficiary when such action appears to be in the beneficiary’s best interest. A representative payee is appointed for an adult beneficiary when the beneficiary is physically or mentally incapable of managing his or her own funds. In addition, a payee is usually appointed to receive benefits on behalf of a child under age 18. retired-worker (old-age) benefit (OASI). Monthly benefit payable to a fully insured retired worker aged 62 or older, or to a person entitled under the transitionally insured status provision in the law. Retired-worker benefit data do not include special age-72 benefits, unless indicated. Retiree Drug Subsidy (Medicare). One of several options under Medicare that enables employers and unions to continue assisting their Medicare-eligible retirees in obtaining more generous drug coverage. In turn, employers and unions are subsidized for providing this alternative coverage.


retirement age (OASI). The age at which an individual establishes entitlement to retirement benefits. See full retirement age. retirement earnings test (OASDI). See earnings test. secondary benefit (OASDI). Monthly benefit payable to a spouse or child of a retired or disabled worker, or to a survivor of a deceased worker. Section 1619(a) (SSI). See special cash payments. Section 1619(b) (SSI). See special recipient status. self-employed (OASDI and HI). One who derives income from the operation of a partnership or nonincorporated trade or business. skilled nursing facility (Medicare). An institution that has a transfer agreement with one or more participating hospitals, is primarily engaged in providing skilled nursing care and rehabilitative services to inpatients, and meets specific regulatory certification requirements. Social Security number (OASDI and HI). A nine-digit number used to identify the record of earnings an individual has in employment or self-employment covered by Social Security and Medicare. Social Security Act. Public Law 74-271, enacted August 14, 1935, with subsequent amendments. The Social Security Act consists of 21 titles, of which three have been repealed. special age-72 benefit (OASI). Monthly benefit payable to men who attained age 72 before 1972 and to women who attained age 72 before 1970 and who did not have sufficient quarters of coverage to qualify for a retired-worker benefit under either the fully or the transitionally insured status provisions. (Also known as Prouty benefits.) special cash payments (SSI). Continuing cash benefits for disabled individuals whose gross earned income is at the amount designated as the substantial gainful activity level. The person must continue to be disabled and meet all other eligibility rules. special minimum PIA (OASDI). An alternative primary insurance amount (PIA) based on the worker’s length (years) of covered employment. It is designed to help those who worked in covered employment for many years but had low earnings. See Table 2.A12b for computation of the special minimum PIA. special recipient status (SSI). For Medicaid purposes, provides special status to working disabled or blind individuals when their earnings make them ineligible for cash payments. specified low-income Medicare beneficiaries (Medicare and Medicaid). Persons who meet all Qualified Medicare Beneficiary requirements except that their incomes are slightly higher, though less than 120 percent of the federal poverty level. Medicaid pays their Part B (Supplementary Medical Insurance) premium. spell of illness (Medicare). A period of consecutive days beginning with the first day on which a beneficiary is furnished inpatient hospital or extended care services and ending with the close of the first period of 60 consecutive days thereafter in which the beneficiary is in neither a hospital or skilled nursing facility. spouse’s benefit (OASDI). Monthly benefit payable to a spouse or a divorced spouse of a retired or disabled worker under one of the following conditions: 1. The spouse is aged 62 or older or has an entitled child of the worker in his or her care who is under age 16 or is disabled; or 2. The divorced spouse is aged 62 or older and was married to the worker for 10 years before the divorce became final. Effective with benefits payable after December 1984, a divorced spouse of an eligible worker can be entitled to benefits if he or she meets the requirements for entitlement and has been divorced for at least 2 years, regardless of whether the worker has filed for benefits or has benefits withheld due to the Annual Statistical Supplement, 2015 ♦ G.13

earnings test. Effective with benefits payable beginning January 1991, the 2-year period is waived if the worker was entitled to benefits before the divorce. The earnings test will continue to apply to the divorced spouse’s own earnings; or 3. Effective with benefits payable beginning January 1991, a deemed spouse (including a divorced deemed spouse), regardless of whether the legal spouse is entitled to benefits on the same earnings record. A deemed spouse is a person who entered into an invalid ceremonial marriage in good faith. state-administered supplementation (SSI). See state supplementation. state supplementation (SSI). Payments to eligible persons made under state provisions. These payments may vary by the recipient’s living situation and by geographic area within the state. The payments are federally and state administered. student benefit (OASDI). Child’s benefit payable to a full-time unmarried elementary or secondary school student aged 18–19. Student benefits continue through the earlier of the month the course is completed, the second month after the month the child attains age 19 if the school operates on a yearly basis, or the final month of the quarter or semester that is in progress when the child reaches age 19 if the school operates on a quarterly or semester basis. substantial gainful activity (DI and SSI). Remunerative work that is substantial, as determined by the amount of money earned, the number of hours worked, and the nature of the work. See Table 2.A30 for money amounts. Supplemental Nutrition Assistance Program. Formerly known as Food Stamps, the program provides benefits through electronic benefit transfer to help individuals and families with little or no income to buy food. Supplemental Security Income—SSI. Program for the needy aged, blind, and disabled. Replaced the former federal-state programs of Old-Age Assistance, Aid to the Blind, and Aid to the Permanently and Totally Disabled. surviving divorced father’s benefit (OASI). See father’s benefit. surviving divorced mother’s benefit (OASI). See mother’s benefit. surviving divorced spouse’s benefit (OASI). See widow(er)’s benefit. survivors benefit (OASI). Benefit payable to a survivor of a deceased insured worker. suspended benefit (OASDI). A benefit not in current-payment status. taxable earnings (OASDI and HI). Wages in covered employment and/or covered self-employment income at or below the annual maximum taxable amount (see Table 2.A3 for amounts). For wage earners, taxable earnings may consist of: 1. Social Security taxable wages. For each employee, employers are required to report calendar-year wages paid up to the taxable limit, and pay the employer share of Social Security tax on this reported amount. Multiple jobholders whose total reported wages exceed the taxable limit are due a refund on taxes withheld beyond the limit. Employers are not due a refund on their share of these taxes. Reported tip income is taxable (subject to the taxable limit) for employees beginning in 1966 and for employers beginning in 1988. For employers from 1980 through 1987, only the amount of tips added to wages to ensure an employee was paid the federal minimum wage was taxable. 2. Medicare taxable wages. Wages were first taxable for Medicare in 1966. Through 1982, employment covered by Social Security was also covered by Medicare. Beginning in 1983, the wages of all federal civilian employees in the Civil Service Retirement System are covered by Medicare only. Also, all state and local government employees hired for positions not covered by Social Security on April 1, 1986 and later are covered by Medicare only. The Medicare annual maximum taxable limit was the same as that for Social Security from 1966 through 1990. The limit was set by law at $125,000 for 1991, indexed for 1992 and 1993, and eliminated beginning in 1994. G.14 ♦ Annual Statistical Supplement, 2015

For the self-employed, earnings are likewise subject to both Social Security and Medicare taxes. Taxable earnings consist of net self-employment income which, when combined with any taxable wages for that individual, is at or below any applicable annual maximum taxable amount. taxable maximum (OASDI and HI). See annual maximum taxable limit. taxable self-employment income (OASDI and HI). See taxable earnings. taxable wages (OASDI and HI). See taxable earnings. taxes (OASDI and HI). See contributions. technical entitlement. A technical entitlement occurs when a beneficiary is entitled to benefits on more than one earnings record but is eligible to receive benefits on only one earnings record. There are two types of technical entitlement: (1) Simultaneous technical entitlement, in which the beneficiary is entitled to the same type of benefit on more than one earnings record; and (2) Potential dual entitlement, in which the secondary benefit amount potentially exceeds the primary benefit, but reduction for age or family maximum causes the primary benefit to exceed the secondary benefit amount. Temporary Disability Insurance—TDI. Sometimes called cash sickness benefits, TDI provides workers with partial compensation for loss of wages caused by temporary nonoccupational disability. Only five states, Puerto Rico, and the railroad industry have TDI laws. termination (OASDI). Cessation of payment of a specific type of benefit because the beneficiary is no longer entitled to receive it. For example, benefits might terminate as a result of the death of the beneficiary, the recovery of a disabled beneficiary, or the attainment of age 18 by a child beneficiary. In some cases, the individual may become immediately entitled to another type of benefit (such as the conversion of a disabled-worker beneficiary at full retirement age to a retired-worker beneficiary). totalization (OASDI). International agreements that coordinate the U.S. Social Security programs with the Social Security programs of other countries are called “totalization agreements.” trust fund (OASDI and Medicare). Four separate accounts in the U.S. Treasury in which are deposited the equivalent of taxes received under the Federal Insurance Contributions Act, the Self-Employment Contributions Act, contributions dealing with coverage of state and local government employees, any sums received under the financial interchange with the railroad retirement account, voluntary hospital and medical insurance premiums, and transfers of federal general revenues. Funds not withdrawn for current monthly or service benefits, the financial interchange, and administrative expenses are invested in interest-bearing federal securities, as required by law. The interest earned is also deposited in the trust funds. 1. Old-Age and Survivors Insurance (OASI). The trust fund used for paying monthly benefits to retired-worker (old-age) beneficiaries and their spouses and children and to survivors of insured workers. 2. Disability Insurance (DI). The trust fund used for paying monthly benefits to disabled-worker beneficiaries and their spouses and children and for providing rehabilitation services to the disabled. 3. Hospital Insurance (HI). The trust fund used for paying part of the costs of inpatient hospital services and related post-hospital care for aged and disabled individuals who meet the eligibility requirements. 4. Supplementary Medical Insurance (SMI). The trust fund used for paying part of the costs of physicians’ services, outpatient hospital services, and other related medical and health services for voluntarily insured aged and disabled individuals. Unemployment Insurance. A federal-state coordinated program that provides partial income replacement to regularly employed members of the labor force who become involuntarily unemployed. All 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands have unemployment insurance programs.


veterans’ benefits. A variety of benefits and services to veterans and their dependents and survivors that include, but are not limited to, disability compensation, benefits for survivors, health care benefits, and educational assistance and training. widowed father’s benefit (OASI). See father’s benefit. widowed mother’s benefit (OASI). See mother’s benefit. widow(er)’s benefit (OASDI). Monthly benefit payable to a widow(er) or surviving divorced widow(er) of a worker fully insured at the time of death, if he or she is (1) aged 60 or older or (2) aged 50–59 and has been disabled throughout a waiting period of 5 consecutive calendar months that began no later than 7 years after the month in which the worker died or after the end of his or her entitlement to benefits as a widowed mother or father. A surviving divorced widow(er)’s marriage to a worker must have lasted 10 years before the divorce became final. Effective for benefits payable after December 1983, benefits are continued for disabled widow(er)s and surviving divorced widow(er)s who remarry after the age of first eligibility for benefits. Effective January 1991, benefits may be payable to a deemed widow(er), including a divorced deemed widow(er). A deemed widow(er) is a person who entered into an invalid ceremonial marriage in good faith. wife’s benefit (OASDI). A monthly benefit payable to a wife or divorced wife of a retired or disabled worker. See spouse’s benefit. windfall elimination provision—WEP (OASI and DI). A modified benefit formula for determining the primary insurance amount, which eliminates the windfall in benefits for individuals who have only minimal Social Security coverage and will receive a pension based on years of work in noncovered employment. This formula prevents a windfall to persons who receive a pension from a job for which they did not pay Social Security taxes, but who would benefit from provisions aimed at low earners. The WEP reduces the PIA for retired and disabled workers and affects the computation of benefits for these workers and their spouses and children, but does not apply to survivor benefits. For information about the WEP computation, see “Windfall Elimination Provision” in the section Social Security (Old-Age, Survivors, and Disability Insurance), and Table 2.A11.1. withholding (OASDI). Suspension of benefit payments until the condition(s) causing deductions are known to have ended. The suspension does not affect eligibility for Hospital Insurance benefits. worker (OASDI). A person who has earnings creditable for Social Security purposes on the basis of services for wages in covered employment or on the basis of income from covered self-employment. Data on covered selfemployment exclude self-employed persons who had no self-employment income taxable or creditable under Social Security because they had wages or salaries reaching the annual taxable maximum reported for the same year. workers’ compensation and public disability benefit offset (DI). A requirement that reduces the benefits to a disabled worker and dependents if the worker also receives workers’ compensation (WC) or other public disability benefits (PDB). The reduction continues until the month the worker reaches age 65 or the month the WC/PDB payments stop, whichever comes first.


Abbreviations ACR Adjusted Community Rate AFDC Aid to Families with Dependent Children AIME Average indexed monthly earnings AMW Average monthly wage APTD Aid to the Permanently and Totally Disabled BBA Balanced Budget Act of 1997 CDR Continuing disability review CHIP Children’s Health Insurance Program CMS Centers for Medicare & Medicaid Services COLA Cost-of-living adjustment CPI-U Consumer Price Index for All Urban Consumers CPI-W Consumer Price Index for Urban Wage Earners and Clerical Workers CPS Current Population Survey DAA Drug addiction and alcoholism DI Disability Insurance DME Durable medical equipment DOL Department of Labor DRA Deficit Reduction Act of 2005 DRG Diagnosis-related group DSH Disproportionate share hospital EPSDT Early and Periodic Screening, Diagnostic, and Treatment program ESRD End-stage renal disease FDA Food and Drug Administration FICA Federal Insurance Contributions Act FMAP Federal medical assistance percentage FPL Federal poverty level FQHC Federally qualified health center FRA Full retirement age FUTA Federal Unemployment Tax Act HCFA Health Care Financing Administration HHA Home health agency HHS Department of Health and Human Services HI Hospital Insurance HMO Health maintenance organization

IPCDM

Incentives for Prevention of Chronic Diseases in Medicaid

IRS Internal Revenue Service LIS Low-income subsidy MA Medicare Advantage MAC Medicare Administrative Contractor


MBC Monthly benefit credited MBR Master Beneficiary Record MIP Medicare Integrity Program MMA Medicare Prescription Drug, Improvement, and Modernization Act MN Medically needy MSA Medical savings account NRC National Research Council OASDI Old-Age, Survivors, and Disability Insurance OASI Old-Age and Survivors Insurance OBRA Omnibus Budget Reconciliation Act PACE Programs of all-inclusive care for the elderly PDP Prescription Drug Plan PFFS Private fee-for-service PIA Primary insurance amount PPO Preferred provider organization PPS Prospective payment system QC Quarter of coverage QI Qualifying individual QMB Qualified Medicare beneficiary RDS Retiree Drug Subsidy SCHIP State Children’s Health Insurance Program SECA Self-Employment Contributions Act SGA Substantial gainful activity SLMB Specified low-income Medicare beneficiary SMI Supplementary Medical Insurance SNF Skilled nursing facility SPM Supplemental Poverty Measure SSA Social Security Administration SSI Supplemental Security Income TANF Temporary Assistance for Needy Families TDI Temporary Disability Insurance WEP Windfall Elimination Provision


Index to Tables A Accuracy rates (OASI and SSI), 2F7 Actuarial reduction (OASDI) (see Reduction for early retirement [OASDI]) Administrative data (SSA), 2F1–2F9, 2F11 Administrative expenses Disability Insurance Trust Fund, 4A2, 4A3 Hospital Insurance Trust Fund, 8A1 Old-Age and Survivors Insurance Trust Fund, 4A1, 4A3 Supplementary Medical Insurance Trust Fund, 8A2 Administrative Law Judges (SSA), workloads of, 2F8 Adult beneficiaries (OASDI), 5A6, 5A16, 5J5.1, 5L1 Age (OASDI), 3C5, 3C6 (see also specific types of OASDI benefits, including Children; Disabled widows and widowers; Disabled workers; Retired workers; Widowed mothers and fathers; Widows and widowers, nondisabled; Wives and husbands) awards, 6A3–6A5, 6B1, 6B5, 6B5.1, 6C2, 6D3, 6D5, 6D7 benefit types and amounts, 5A16 centenarians, 5J5 Hispanic origin, 3C8 income, 3E3, 3E6 life table, 4C6 race, 3C7a,b retirement, 2A17.1–2A17.2 sex, 3C8, 5A1.1–5A1.8, 5A3, 5A6, 5A10, 5A16 state data, 5J3, 5J5, 5J5.1 summary data, 5A1.1–5A1.8, 5A5, 5A10, 5A15, 5A16 Age (SSI) (see Supplemental Security Income) Aged (SSI) (see Supplemental Security Income) Agricultural employees (OASDI), 2A1 Aliens (SSI) (see Noncitizens [SSI]) Allowances (OASDI and SSI), 2F7 Appeals Council cases reviews (SSA), 2F11 Applications (OASDI), 6C7 Automatic adjustment provisions (OASDI), 2A18 Average annual wage (OASDI), 2A8 Average indexed monthly earnings (OASDI), 2A10, 2A11, 2A18 Average monthly wage (OASDI), 2A10, 2A16, 2A17, 2A20

Awards (OASDI) age, 6A3–6A5, 6B1, 6B5, 6B5.1, 6C2, 6D3, 6D5, 6D7 applications, 6C7 children, 6A1, 6A3, 6D4, 6D5 conversion, 6A4, 6B5, 6B5.1 disabled workers, 6A1–6A6, 6C1, 6C2, 6C7 initial, 6B1 lump-sum, 6D9 primary insurance amount, 6A2 retired workers, 6A1–6A6, 6B1, 6B3–6B5, 6B5.1 sex, 6A2–6A5, 6B1, 6B3–6B5, 6B5.1, 6C1, 6C2, 6D3, 6D7 state data, 6A6 summary data, 6A1–6A6 widowed mothers and fathers, 6A1, 6A3, 6D6, 6D7 widows and widowers, 6A1–6A3, 6A5, 6D7, 6D8 wives, 6A3 wives and husbands, 6A1, 6A3, 6A5, 6D1, 6D3 Awards (SSI) adults, 7A8, 7B9, 7E2 age, 7A8, 7B9, 7E2 aged, 7A8, 7B9, 7E2 blind, 7A8, 7B9, 7E2 blind and disabled children, 7E2 disabled, 7A8, 7B9, 7E2 sex, 7E2 state data, 7B9 B Bend points in benefit formula (OASDI), 2A11, 2A11.1, 2A13, 2A18 Beneficiaries and payments, currently payable (OASDI) age, 5A1.1–5A1.8, 5A3, 5A5, 5A6, 5A10, 5A14–5A16 assets, 3E3 concurrent, OASDI and SSI, 3C5, 3C6, 3C6.1 earnings, 3E3 foreign countries, 5J11 Hispanic origin, 3C8 income, 3E3, 3E6 sources, 3E3 international agreements, eligibility based on, 5M1 living arrangements, 3E3, 3E6 race, 3C7a,b representative payment, 5L1 sex, 3C8, 5A1, 5A1.1–5A1.8, 5A3, 5A6–5A8, 5A10, 5A14–5A16 state data, 5J1–5J6, 5J8–5J10 summary data, 3C6.1, 3C8, 5A1, 5A1.1–5A1.8, 5A3–5A8, 5A10, 5A14–5A17 type of benefit (see Children [OASDI]; Disabled widows and widowers; Disabled workers; Parents; Retired workers; Special age-72 beneficiaries; Widowed mothers and fathers; Widows and widowers, nondisabled; Wives and husbands) Benefit computations (OASDI), 2A8–2A14, 2A16–2A18

Annual Statistical Supplement, 2015 ♦ I.1

Benefit rates (SSI), 2B1

Clergy (see Religious personnel)

Benefit types and levels (OASDI), qualifications and legal criteria for beneficiary families, 2A26 children, 2A21, 2A22 disabled workers, 2A20 divorced beneficiaries, 2A21, 2A22 illustrative monthly benefits, 2A26 lump-sum awards, 2A25 maximum and minimum, 2A27, 2A28 parents, 2A22 PIA, percentage of, 2A20–2A22 retired workers, 2A20, 2A27, 2A28 special age-72 beneficiaries, 2A24 survivors, 2A22, 2A23, 2A26 transitionally insured, 2A23 vocational rehabilitation services, 2A25 widowed mothers and fathers (OASDI), 2A22 widows and widowers, 2A22–2A24 wives and husbands, 2A21–2A24

Clinical Laboratory Improvement Act facilities (see Medicare)

Black Lung benefits, 9D1, 9D2 Blind (SSI) (see Supplemental Security Income) C Centenarians (OASDI), 5A10, 5J5 Children (OASDI) age, 5A1.4, 5A5, 5A10, 6D5 awards, 6A1, 6A3, 6D4, 6D5 beneficiary families, 5H1–5H4 benefit distributions, 5H3, 5H4 benefits paid annual, 4A5, 4A6 monthly, 5A4, 5A17, 5F4, 5J4, 5J14 benefits withheld, 6E4, 6E5 disabled aged 18 or older, 3C6.1, 5A1.4, 5A10, 5A17, 5C2, 5E2, 5F4, 5F6, 5J14, 6D4 foreign countries, 5J11 of deceased workers, 5A1, 5A1.4, 5F4, 5F6, 5F7, 6D4 of disabled workers, 5A1, 5A1.4, 5E1, 5E2, 5F4, 6D4 of retired workers, 5A1, 5A1.4, 5C1, 5C2, 5F4, 6D4 primary insurance amount, 5C1, 5E1, 5F7, 5H2 special minimum, 5A8 qualifications for benefits, 2A21, 2A22 sex, 5A1, 5A16 state data, 5J2, 5J4, 5J10, 5J14 students, aged 18–19, 5A1.4, 5C2, 5E2, 5F4, 5F6, 6D4 terminations, 6F1–6F3 under age 18, 5A1.4, 5C2, 5E2, 5F4, 5F6, 6D4 Children, blind or disabled (SSI) (see Supplemental Security Income) Civil Service (see Government workers) Claims workloads (OASDI and SSI), 2F4–2F6

I.2 ♦ Annual Statistical Supplement, 2015

Computations, benefit (OASDI), 2A10–2A14, 2A16–2A18 Concurrent receipt of benefits and payments (OASDI and SSI), 2F9, 3C5, 3C6, 3C6.1, 7D1, 7D2 Constant dollars (OASDI, SSI, and TANF benefits), 3C4 Consumer Price Index (CPI), 2A18, 3C4, 3E1 Contribution rates (OASDI), 2A3, 2A5 Contributions (OASDI), 2A4, 4B10–4B12 Cost-of-living adjustments (OASDI and SSI), 2A11, 2A13, 2A14, 2A18, 2A19, 2B1 Covered workers (OASDI) age, 4B5, 4B6, 4B8 categories of, 2A1 coverage election or waiver, 2A1 legislation affecting, 2A1 median earnings, 4B3, 4B6 new entrants, 4B1 OASDHI contributions, 4B10–4B12 self-employed, 2A1, 4B2–4B4, 4B8–4B12 sex, 4B3–4B9 Social Security numbers issued, 4B1 state data, 4B10, 4B12 taxable earnings, amount reported, 4B1–4B3, 4B7, 4B9–4B14 wage and salary, 4B2, 4B3, 4B7, 4B10–4B12 with earnings above maximum taxable, 4B7, 4B9 with earnings below maximum taxable, 4B4, 4B7, 4B9 Creditable earnings (OASDI) (see Taxable earnings [OASDI]) D Death probability, 4C6 Delayed retirement credit (OASDI), 2A20, 2A22, 5B1–5B3 Denials (see Service delivery [OASDI and SSI]) Dependents and survivors (OASDI), 5F1–5F13 Direct deposit (OASDI), 5K1 Disability, definition of (OASDI), 2A7 Disability determinations (see Service delivery [OASDI and SSI]) Disability Insurance (OASDI), 2F5, 2F9 Disability Insurance Trust Fund (OASDI) (see Trust funds)

Disabled adult children (see Children [OASDI], disabled, aged 18 or older) Disabled beneficiaries (OASDI), 5A16, 5A17, 5J14 (see also Children [OASDI]; Disabled widows and widowers; Disabled workers) Disabled children (OASDI) (see Children [OASDI], disabled, aged 18 or older) Disabled (SSI) (see Supplemental Security Income) Disabled widows and widowers (OASDI) age, 5A1.7, 5A5, 5A16, 6A3, 6D7 awards, 6A3, 6D7, 6D8 beneficiary families, 5H2, 5H4 benefit distributions, 5H4 benefits paid, monthly, 3C6.1, 5A16, 5A17, 5F8, 5J14 primary insurance amount, 5F7, 5H2 special minimum, 5A8 sex, 5A1, 5A1.7, 5A7, 5A16, 5F6, 6A3, 6D8 state data, 5J14 surviving divorced, 5A1.7 year of entitlement, 5F10 Disabled workers (OASDI) age, 5A1.2, 5A3, 5A5, 5A10, 5A16, 5D4, 6A3, 6A4, 6C2 applications, 6C7 awards, 6A1–6A5, 6C1, 6C2, 6C7 beneficiary families, 5H1–5H3 benefit distributions, 5D2, 5H3, 5J8, 6C1 benefits paid annual, 4A6 monthly, 3C6.1, 5A4, 5A16, 5A17, 5D3, 5J4, 5J14, 6A6 benefits withheld, 6E4, 6E5 foreign countries, 5J11 primary insurance amount, 5E1, 5H2, 6A2 special minimum, 5A8 qualifications for benefits, 2A20 sex, 5A1, 5A1.2, 5A3, 5A7, 5A10, 5A16, 5D3, 5D4, 5E2, 6A2–6A4, 6C2 state data, 5J2, 5J4, 5J8, 5J14, 6A6 terminations, 6F1, 6F2 with reduction for early retirement, 5A3, 6A5 year of entitlement, 5D1 Divorced beneficiaries (OASDI), 2A21, 2A22, 5A1.3, 5A1.– 5A1.7, 5F12, 6D3, 6D6, 6D7 Domestic employees (OASDI), 2A1 Dual entitlement (OASDI), 5A14, 5A15, 5G1–5G5 E Early retirement (OASDI) (see Reduction for early retirement [OASDI]) Earnings of covered workers (OASDI) (see also Taxable earnings [OASDI]) amount of, 4B1–4B3, 4B7, 4B9–4B14 below annual maximum taxable amount, 4B4, 4B7, 4B9

median, by age and sex of worker, 4B3, 4B6 self-employed workers, 4B2–4B4, 4B9–4B12 state data, 4B10, 4B12 wage and salary workers, 4B2, 4B3, 4B7, 4B10–4B12 Earnings test (OASDI) amount permitted without reduction in benefits, 2A29, 2A29.1 automatic adjustment of, 2A18 beneficiaries affected, 6B1, 6E4, 6E5 Employees (SSA) (see Offices and staff [SSA]) End-stage renal disease (Medicare), 8B5, 8C3 Entitlement year (OASDI), 5B4, 5D1, 5F9, 5F10 Excess payments (see Service delivery [OASDI and SSI]) Expectation of life, 4C6 F Fair Labor Standards Act, 3B3 Families, beneficiary (OASDI), 2A26, 3E6, 5H1–5H4 Family maximum benefit (OASDI), 2A13, 2A14, 2A17, 2A26 Fathers (see Widowed mothers and fathers [OASDI]) Federal employees (see Government workers) FICA taxes (see Contribution rates (OASDI)) Financing (OASDI), 2A3–2A6 Foreign countries (OASDI), 5J1–5J11, 5J14, 5K1, 5M1 G General revenue appropriations (OASDI), 2A6 Government pension offset (OASDI), 2A22, 2A23, 6E4, 6E5 Government workers, 2A1 H Health and medical programs, expenditures for (see Medicaid; Medicare) Health insurance for the aged and disabled (see Medicare) Hearing receipts, dispositions, claims pending (OASDI and SSI), 2F9 Hearings and appeals (OASDI), 2F1, 2F8, 2F9, 2F11 Hispanic origin, 3C8


Historical data administrative data, 2F3, 2F7 Black Lung benefits, 9D1 employment and earnings, 3B3 interprogram data, 3C3–3C5, 3C6.1 Medicaid recipients, 8E1, 8E2 Medicare cost sharing and premium amounts, 2C1 enrollment, utilization, and reimbursement, 8B0– 8B5.1, 8B8.2–8B8.4, 8B10–8B14 participating facilities, 8C1 trust funds, 8A1, 8A2 poverty data, 3E1, 3E2, 3E8 Social Security Acts, 2A1, 2A2, 2A6, 2A7, 2A10–2A14, 2A16–2A18, 2A20–2A25, 2A29, 2A29.1, 2A31, 2B1 Social Security program (OASDI) awards, 6A1, 6A2, 6B5, 6B5.1, 6C2, 6C7, 6D1, 6D4, 6D6, 6D8, 6D9 benefit increases, cumulative effects of, 2A19 coverage, financing, and insured status, 2A3, 2A4 covered workers, 4B1–4B9, 4B11 current-pay benefits benefit families, 5H1 dependents and survivors, 5F1, 5F4, 5F6, 5F8, 5F12 disabled workers, 5D3, 5D4, 5E2 dual entitlement, 5G2 international agreements, 5M1 retired workers, 5B5, 5B8, 5C2 summary data, 5A4, 5A14, 5A17 earnings guidelines and SGA, 2A30 indexed earnings, 2A8, 2A9 insured workers, 4C1, 4C2, 4C5 retired-worker benefits, minimum and maximum, 2A2, 2A28 terminations, 6F1 Trust funds, 4A1–4A6 Supplemental Security Income (SSI) noncitizens receiving, 7E6 summary data, 7A3–7A5, 7A8, 7A9 Veterans’ benefits, 9F1 Workers’ compensation, 9B1, 9B2 Home health agencies (Medicare) expenditures for care, 8B5.1 participating facilities, 8C1, 8C3 Home health services Medicaid, 8E1 Medicare, 8B0–8B2, 8C1, 8C3 Hospice care (Medicare), 8B8.4 Hospital Insurance (HI) (see Medicare) Hospital Insurance Trust Fund (Medicare) (see Trust funds) Hospitals, expenditures for care Medicaid, 8E1 Medicare, 8B0–8B2, 8B8.2


Hospitals (Medicare), type of participating facility, 8C1, 8C2 Husbands (OASDI) (see Wives and husbands [OASDI]) I Illustrative monthly benefits (OASDI), 2A26 Income age, 3E3, 3E6 family, 3E3, 3E6, 3E8 personal, 4A4 poverty guidelines, 3E8 poverty thresholds, 3E1 race, 3E6 shares, 3E3, 3E6 sources, 3E3 Income tax treatment of OASDI benefits (OASDI), 2A31, 2A32, 3C3, 4A1–4A3 Independent laboratories (Medicare), participating, 8C1, 8C3 Indexing factors and indexed earnings (OASDI), 2A8, 2A9 Insured status provisions (OASDI), 2A7 Insured workers (OASDI) age, 4C2, 4C5 fully insured, 4C1, 4C2, 4C5 insured for disability, 4C1, 4C2 monthly benefits for survivors of, 2A22 percentage of population, 4C5 permanently insured, 4C1 sex, 4C2, 4C5 Interfund borrowing, 2A6 Intermediate care facilities for the intellectually disabled (Medicaid), 8E1 International agreements (OASDI), 5M1 K Kidney disease (see End-stage renal disease [Medicare]) L Life expectancy, 4C6 Life table, 4C6 Living arrangements aged population, 3E3, 3E4, 3E6 SSI recipients, 2B1, 7E5 Lump-sum death benefit (OASDI), 2A25, 4A5, 6D9

M Maximum benefit (OASDI), 2A13, 2A14, 2A17, 2A26–2A28

Mortality table (see Life table) Mothers (OASDI) (see Widowed mothers and fathers [OASDI])

Maximum indexed earnings (OASDI), 2A9 Medicaid, 2C2, 8E1, 8E2, 8H1 Medicare aged enrollees, 2C1, 8B1, 8B3a, 8B3b, 8B4, 8B11 amounts reimbursed, 8B0–8B2 assignment rates, 8B10 bills approved, 8B10–8B11.1 buy-ins, 8B12 claims, 8B10–8B11 Clinical Laboratory Improvement Act facilities, 8C1, 8C3 coinsurance, 2C1 contributions, 4B12 cost sharing, 2C1 deductibles, 2C1 disabled enrollees, 2C1, 8B2, 8B3a, 8B3b, 8B5, 8B11 earnings of workers, 4B12, 4B14 end stage renal disease facilities, 8B5, 8C3 enrollment, 8B0–8B5, 8B10–8B14 expenditures, 8A1, 8A2 home health agencies and services, 8B0–8B2, 8B5.1, 8C1, 8C3 hospice care, 8B8.4 hospital insurance, 2C1, 8A1, 8B0–8B5, 8C1–8C3 hospitals (type of participating facility), 8B2, 8C1–8C3 independent laboratories, 8C1, 8C3 outpatient services, 8B0–8B2, 8B11.2 participating facilities, 8C1–8C3 persons served, 8B0–8B2 physicians’ services, 8B0–8B2, 8B10–8B11.1 premiums, 2C1, 8A1, 8A2 prescription drug coverage (Part D), 8B13–8B14 race, 8B4, 8B5 reasonable charges, 8B11 reimbursements, 8B0–8B2, 8B10–8B14 Retiree Drug Subsidy, 8B13–8B14 sex, 8B4, 8B5 short-stay hospitals, 8B8.2, 8C2 skilled nursing facilities and services, 8B8.3, 8C1, 8C3 state data, 4B12, 8B3a–8B3c, 8B5.1, 8B8.2–8B8.4, 8B13–8B14, 8C2, 8C3 subsidies for prescription drug plan costs, 8B11.1–8B14 Supplementary Medical Insurance, 2C1, 8A2, 8B0–8B5.1, 8B10–8B14, 8C1, 8C3 trust funds, 8A1, 8A2 utilization, 8B0–8B5, 8B10–8B14 workers, 4B12

N Noncitizens (SSI), 7E6 Nondisabled widows and widowers (OASDI) (see Widows and widowers, nondisabled [OASDI]) Nonprofit organizations, 2A1 Nursing facilities (Medicaid), expenditures for care, 8E1 O Offices (SSA) and employees (SSA), 2F1–2F3 data operations centers, 2F1 field services locations, 2F1 hearings and appeals, 2F1 program service centers, 2F1 regional offices, 2F1 staff, 2F2, 2F3 demographic characteristics of, 2F2 employees with disabilities, 2F2 grade levels of, 2F2 size of, 2F3 work years, total, 2F3 Old-Age and Survivors Insurance Trust Fund (OASDI) (see Trust funds) Old-Age Assistance, 3C4 Old-Age, Survivors, and Disability Insurance (OASDI) (see entries identified by [OASDI]) Outpatient services (Medicare and Medicaid), 8B0–8B2, 8B11.2, 8E1 P Parents (OASDI), 2A22, 4A5, 5A1, 5A1.8, 5A4–5A7, 5A10, 5F6, 5F7, 5G3, 5H2, 6A1, 6E4 Pension offset, noncovered government, 2A22, 2A23, 6E4, 6E5 Pensions public employee, 3C3

Military personnel (see Uniformed services)

Period of disability, 2A7

Minimum benefit (OASDI), 2A11, 2A17, 2A27, 2A28

Physicians’ services (Medicaid), 8E1

Minimum wage, 2A26, 3B3

Physicians’ services (Medicare), 8B0–8B2, 8B11.1

Minor children (OASDI) (see Children [OASDI], under age 18)

Population in Social Security area, 4C5


Poverty data age, 3E2 aged families, 3E3, 3E6 aged 65 or older, 3E1, 3E4 CPI, annual average, 3E1 family size, 3E8 family status, 3E2 living arrangements, 3E4, 3E6 nonaged family units, 3E3 poverty guidelines, 3E8 poverty thresholds, 3E1 race, 3E6 sex, 3E2, 3E4 shares of money income, sources of, 3E3 Social Security share of money income, 3E6 Primary insurance amount (OASDI) (see also specific types of OASDI benefits, including Children; Disabled widows and widowers; Disabled workers; Parents; Retired workers; Widowed mothers and fathers; Widows and widowers, nondisabled; Wives and husbands) average indexed monthly earnings, 2A10, 2A11 average monthly wage, 2A10, 2A16, 2A17 benefit increases, effects of, 2A11, 2A13, 2A14, 2A16–2A19 formulas for computing, 2A11, 2A12b, 2A16–2A18 illustrative amounts, 2A19 indexing factors and indexed earnings, 2A8, 2A9 maximum indexed earnings, 2A9 minimum and maximum benefit, 2A11, 2A13, 2A14, 2A17, 2A26–2A28 percentage of PIA for benefit types, 2A20–2A22 relationship to earnings levels, 2A26 special minimum, 2A12a, 2A12b, 5A8 Windfall Elimination Provision (WEP), computation based on, 2A11.1 Prescription drug coverage (Medicare Part D), 8B13–8B14 Prouty beneficiaries (OASDI) (see Special age-72 beneficiaries [OASDI]) Provisions, history of Medicaid, 2C2 Medicare, 2C1 OASDI, 2A1–2A14, 2A16–2A32 SSI, 2B1 Q Quarters of coverage (OASDI), 2A7, 2A18 R Race (OASDI) age, 3C7a,b Medicare, 8B4, 8B5 poverty status of aged families, 3E6 sex, 3C7a,b Race (SSI), 3C7a,b


Railroad Retirement program trust fund transfers to and from, 4A1–4A3, 8A1 Railroad temporary disability insurance program, 9C1 Reconsiderations (OASDI and SSI), 2F7 Reduction for early retirement (OASDI) age, 5A3, 5B1, 5B2, 6A5 benefit amounts, illustrative, 2A26 disabled workers, 5A3, 6A5 minimum and maximum benefit, 2A27 retired workers dually entitled, 5G1 with benefits withheld, 6B1, 6E1 with delayed retirement credit, 5B1, 5B3 with reduction, 5A3, 5B6–5B8, 5G1, 5H2, 6A5, 6B3, 6B4, 6E1 without delayed retirement credit, 5B2, 5B3 without reduction, 5B1, 5B2, 5B6–5B8, 5G1, 5H2, 6B3, 6B4, 6E1 sex, 5A3, 5A7, 5B1, 5B2, 5B6–5B8, 5G1, 6A5, 6B3, 6B4 widows, nondisabled, 5A3, 6A5 wives and husbands, 5A3, 5A7, 6A5 Religious personnel, 2A1 Representative payment (OASDI), 5L1 Representative payment (SSI), 7E4 Retired workers (OASDI) age, 5A1, 5A1.1, 5A3, 5A5, 5A6, 5A10, 5A14–5A16, 5B1–5B5, 5B9, 6A3–6A5, 6B5, 6B5.1 awards, 6A1–6A5, 6B1, 6B3–6B5, 6B5.1 beneficiary families, 5H1–5H3 benefit distributions, 5B6–5B9, 5H1, 5H3, 5J6, 6B3–6B5, 6B5.1 benefits in current and constant dollars, 3C4 benefits paid annual, 4A5 monthly, 5A4, 5A16, 5J4, 6A6 benefits withheld, 6E1, 6E4 benefits withheld due to earnings, 6B1 disability conversions, 6A4, 6B5, 6B5.1 foreign countries, 5J11 newly entitled, 6A4 primary insurance amount, 5B1, 5B2, 5B7, 5C1, 5G1, 5H1, 6A2, 6B1, 6B4 special minimum, 5A8 qualifications for benefits, 2A20 sex, 5A1, 5A1.1, 5A3, 5A6, 5A7, 5A10, 5A14–5A16, 5B6–5B9, 5C2, 6A2–6A5, 6B1, 6B3–6B5, 6B5.1, 6E4 state data, 5J1, 5J2, 5J4, 5J6, 6A6 terminations, 6F1, 6F2 with delayed retirement credit, 5B1–5B3 with dual entitlement, 5G1–5G5 with reduction for early retirement, 5A3, 5B6–5B8, 5G1, 5H2, 6B1, 6B3, 6B4, 6E1 without reduction for early retirement, 5B1, 5B2, 5B6– 5B8, 5G1, 5H2, 6B1, 6B3, 6B4, 6E1 year of entitlement, 5B4

Retirement age, 2A17.1–2A17.2

Social Security program (see entries identified by [OASDI])

Retirement programs (see Pensions; Railroad Retirement program; Retired workers [OASDI])

Special age-72 beneficiaries (OASDI), 2A24, 4A5, 5A4, 6A1, 6E4, 6F1, 6F2

Retirement test (see Earnings test [OASDI])

Special minimum primary insurance amount (OASDI), 2A12a, 2A12b, 5A8

S

Spouses (OASDI) (see Wives and husbands [OASDI])

SECA taxes (see Contribution rates [OASDI])

Staff (SSA) (see Offices [SSA] and employees [SSA])

Self-employed workers (see also Covered workers [OASDI]); Earnings of covered workers [OASDI]) age, 4B8 contribution rates, 2A3 earnings, 4B2–4B4, 4B6, 4B7, 4B9–4B13 maximum annual amount of contributions, 2A4 maximum taxable earnings, 2A3, 4B9 Medicare, 4B12, 4B14 OASDHI contributions, 2A4, 2A5, 4B10, 4B11 sex, 4B3, 4B4, 4B6, 4B7, 4B9 state data, 4B10, 4B12 tax credits, 2A5, 2A6 taxable earnings, amount reported, 4B2, 4B10–4B12 with earnings below maximum taxable, 4B4, 4B9

State and local government pensions (see Government workers)

Service delivery (OASDI and SSI) accuracy rates, payment, 2F7 allowances, 2F7 denials, 2F7 disability determinations, 2F7 800 number (1-800-772-1213) average waiting time, 2F7 calls received, 2F7 excess payments, 2F7 OASI payments, 2F7 reconsiderations, 2F7 reversals of denials, 2F7 SSI payments, 2F7 underpayments, 2F7 Sex (OASDI) (see also specific types of OASDI benefits, including Children; Disabled widows and widowers; Disabled workers; Retired workers; Widowed mothers and fathers; Widows and widowers, nondisabled; Wives and husbands) age, 3C8, 5A1.1–5A1.8, 5A3, 5A6, 5A10, 5A14–5A16, 6A3 life table, 4C6 race, 3C7a,b state data, 5J5.1 summary data, 5A1, 5A1.1, 5A1.2, 5A1.5–5A1.8, 5A3, 5A6, 5A7, 5A10, 5A14–5A16 Sex (SSI) (see Supplemental Security Income) Short-term sickness and disability benefits, 9C1 Skilled nursing facilities (Medicare) expenditures for care, 8B0–8B2, 8B8.3 participating facilities, 8C1, 8C3 Social Security Act, 2A1, 2A2, 2A6, 2A7, 2A10–2A14, 2A16–2A18, 2A20–2A25, 2A29–2A31, 2B1

State data Black Lung benefits, 9D2 Medicaid, 2C2, 8H1 Medicare, 4B12, 8B3a–8B3c, 8B11.1–8B14, 8C2, 8C3 OASDI beneficiaries, 3C5, 5J1–5J6, 5J8–5J10, 5J14, 6A6 concurrent receipt with SSI, 3C5, 7D2 covered workers, 4B10, 4B12 monthly benefits of disabled beneficiaries, 5J14 taxable earnings, 4B10, 4B12 SSI concurrent receipt with OASDI, 3C5, 7D2 Medicaid, 2C2 recipients, 3C5, 7B1, 7B3, 7B7–7B9, 7D2 Unemployment Insurance, 9A2 Workers’ compensation, 9B1–9B3 State Supplementation (see Supplemental Security Income [SSI]) Students (OASDI) (see Children [OASDI]) Substantial gainful activity, 2A30 Supplemental Security Income (SSI) adults, 7C1, 7E2, 7E3 age, 3C7a,b; 3C8; 7A1; 7A8; 7A9; 7B9; 7D1; 7D2; 7E2–7E5 aged, 3C5, 7A1–7A5, 7A8, 7A9, 7B1, 7B9, 7C1, 7C2, 7D1, 7D2, 7E2–7E5 awards, 7A8, 7B9, 7E2 benefit rates, 2B1 benefits in current and constant dollars, 3C4 blind, 7A1–7A5, 7A8, 7A9, 7B1, 7B8, 7B9, 7C1, 7C2, 7D1, 7D2, 7E2–7E5 blind and disabled adults, 3C6.1, 7C1 blind and disabled children, 3C6.1, 7A2, 7B8, 7C1, 7E2–7E4 claims workloads, 2F6 concurrent SSI and OASDI, 2F9, 3C5, 3C6, 3C6.1, 7D1, 7D2 couples, 7A2, 7C2 disabled, 3C6.1, 7A1–7A5, 7A8, 7A9, 7B1, 7B9, 7C1, 7C2, 7D1, 7D2, 7E2–7E6 earnings, 7D1 federal SSI payments, 7A1–7A5, 7B3, 7B7 federally administered payments, 3C6.1, 7A1–7A5, 7A8, 7A9, 7B1, 7B3, 7B7 hearing receipts, dispositions, claims pending, 2F9 Annual Statistical Supplement, 2015 ♦ I.7

Hispanic origin, 3C8 income, 7D1 living arrangements, 7E5 noncitizens, 7E6 OASDI (received concurrently with SSI), 2F9, 3C5, 3C6, 3C6.1, 7D1, 7D2 payment distributions, 7C1, 7C2 payments in current and constant dollars, 3C4 race, 3C7a,b representative payment, 7E4 service delivery, 2F7 sex, 3C7a,b; 3C8; 7E2; 7E3 state data, 3C5, 7B1, 7B3, 7B7–7B9, 7D2 state supplementation, 7A1–7A5, 7B3, 7B7 unearned income, 7D1 Supplementary Medical Insurance (SMI) (see Medicare) Supplementary Medical Insurance (SMI) Trust Fund (see Trust funds) Survivor benefits (OASDI) (see Children [OASDI]); Dependents and survivors; Disabled widows and widowers; Parents; Wid-owed mothers and fathers; Widows and widowers; Widows and widowers, nondisabled) T Tax credits (OASDI), 2A5, 2A6 Taxable earnings (OASDI), (see also Earnings of covered workers [OASDI]) 4B1–4B3, 4B7, 4B9–4B13 Taxable maximum (OASDI), (see also Covered workers [OASDI]) 2A3, 2A8, 2A9, 2A18, 2A26, 4B4, 4B7, 4B9 Taxation of OASDI benefits, 2A31, 2A32, 3C3, 4A1–4A3 Taxes (OASDI and HI) amounts, 4A1–4A3, 4B10–4B14 rates, 2A3, 2A4 state amounts, 4B10, 4B12 Temporary disability insurance, 9C1 Termination of benefits (OASDI), 6F1–6F3 Time-series data (see Historical data) Totalization (OASDI), 5M1 Transitionally insured (OASDI), 2A23 Trust funds Disability Insurance, 3C3, 4A2–4A4, 4A6, 5A4 Hospital Insurance, 3C3, 4A4, 8A1 Old-Age and Survivors Insurance, 3C3, 4A1, 4A3–4A5, 5A4 Supplementary Medical Insurance, 3C3, 4A4, 8A2


U Underpayments (OASDI and SSI), 2F7 Unemployment Insurance, 9A2 Uniformed services, 2A1, 2A2 V Veterans’ programs, 9F1 Vocational rehabilitation services, 2A25 W Wage and salary workers (OASDI) (see Covered workers [OASDI]; Earnings of covered workers [OASDI]) Wage credits (OASDI), 2A1, 2A2, 2A6 Widowed mothers and fathers (OASDI) age, 5A1.5, 5A5, 5A16, 6A3, 6D7 awards, 6A1, 6A3, 6D6, 6D7 beneficiary families, 5H1, 5H2, 5H4 benefit distributions, 5H4 benefits in current and constant dollars, 3C4 benefits paid annual, 4A5 monthly, 5A4, 5A16, 5F6 benefits withheld, 6E4 entitlement based on disabled child, 5F12, 6D6 primary insurance amount, 5F7, 5H2 special minimum, 5A8 qualifications for benefits, 2A22 sex, 5A1, 5A1.5, 5A7, 5A10, 5A16 surviving divorced, 5A1.5, 5F12, 6D6, 6D7 terminations, 6F1, 6F2 Widows and widowers (OASDI) benefits paid annual, 4A5 monthly, 5A4, 5A16, 5A17, 5F1 benefits withheld, 6E4 foreign countries, 5J11 qualifications for benefits, 2A22, 2A23 state data, 5J2, 5J4 terminations, 6F1, 6F2 Widows and widowers, disabled (see Disabled widows and widowers [OASDI]) Widows and widowers, nondisabled (OASDI) age, 5A1.6, 5A3, 5A5, 5A10, 5A15, 5A16, 5F11, 5F13, 6A3, 6D7 awards, 6A2, 6A3, 6D7, 6D8 beneficiary families, 5H1, 5H2, 5H4 benefit distributions, 5F7, 5F11, 5H4, 5J9 benefits paid, monthly, 5A16, 5F6, 5F8, 5F13 dually entitled, 5A14, 5A15, 5G2–5G5 limitation of benefit, 5F13

primary insurance amount, 5F7, 5H2 special minimum, 5A8 qualifications for benefits, 2A22, 2A23 sex, 5A1, 5A1.6, 5A3, 5A7, 5A10, 5A16, 5F6, 5F8, 5F11, 6A3, 6D7 state data, 5J9 surviving divorced, 5A1.6 with reduction for early retirement, 5A3, 5F13, 6A5 without reduction for early retirement, 5F13 year of entitlement, 5F9 Windfall Elimination Provision (WEP), 2A11.1 Withheld benefits (OASDI) by reason and type of benefit, 6E4, 6E5 of retired workers, 6E1 Wives and husbands (OASDI) age, 5A1.3, 5A3, 5A5, 5A10, 5A15, 5A16, 6A3, 6A5, 6D3 awards, 6A1, 6A3, 6A5, 6D1, 6D3 beneficiary families, 5H1–5H3 benefit distributions, 5A14, 5F3, 5H3 benefits paid annual, 4A5, 4A6 monthly, 5A4, 5A16, 5F1 benefits withheld, 6E4, 6E5 divorced, 5A1.3, 6D3

dually entitled, 5A14, 5A15, 5G2–5G5 entitlement based on age, 5A1.3, 5A7, 5C2, 5F1, 5F3, 6A3, 6D1, 6D3 entitlement based on care of children, 5A1.3, 5A7, 5C2, 5F1, 6A3, 6D1, 6D3 foreign countries, 5J11 of disabled workers, 5A1 5A1.3, 5A5–5A7, 5A16, 5F1, 6A1, 6A3, 6A5, 6D1, 6D3 of retired workers, 5A1, 5A1.3, 5A5–5A7, 5A10, 5A14–5A16, 5C1, 5F1, 6A1, 6A3, 6A5, 6D1, 6D3 primary insurance amount, 5C1, 5H1, 5H2 special minimum, 5A8 qualifications for benefits, 2A21, 2A23 sex, 5A1, 5A1.3, 5A3, 5A7, 5A10, 5A15, 5A16, 5C2, 6A3, 6D1 state data, 5J2, 5J4 terminations, 6F1–6F3 with entitlement based on disabled child, 5F1 with reduction for early retirement, 5A3, 6A5 Workers’ compensation, 9B1–9B3 Workers’ compensation offset, 6E4, 6E5 Workloads (OASDI and SSI), 2F4–2F6, 2F8
