2006 OASDI Trustees Report

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VI. APPENDICES

G. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES

(Required by section 201(c) of the Social Security Act)

Effective January 1957, monthly benefits have been payable from the OASI Trust Fund to disabled children aged 18 and over of retired and deceased workers in those cases for which the disability began before age 18. The age before which disability is required to have begun was subsequently changed to age 22. Effective February 1968, reduced monthly benefits have been payable from this trust fund to disabled widows and widowers at ages 50 and over. Effective January 1991, the requirements for the disability of the widow or widower were made less restrictive.

On December 31, 2005, about 835,000 persons were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes 28,000 mothers and fathers (wives or husbands under age 65 of retired-worker beneficiaries and widows or widowers of deceased insured workers) who met all other qualifying requirements and were receiving unreduced benefits solely because they had disabled-child beneficiaries (or disabled children aged 16 or 17) in their care. Benefits paid from this trust fund to the persons described above totaled $6,288 million in calendar year 2005. Table VI.G1 shows these and similar figures for selected calendar years during 1960-2005, and estimated experience for 2006-15 based on the intermediate set of assumptions.

Table VI.G1.-Benefit Disbursements From the OASI Trust Fund
With Respect to Disabled Beneficiaries

[Beneficiaries in thousands; benefit payments in millions]

Calendar year
Disabled beneficiaries, end of year
 
Amount of benefit payments1
Total
Children  2
Widows-
widowers  3
Total
Children 2
Widows-
widowers  4
Historical data:
 
1960
117
117
-
 
$59
$59
-
 
1965
214
214
-
 
134
134
-
 
1970
316
281
36
 
301
260
$41
 
1975
435
376
58
 
664
560
104
 
1980
519
460
59
 
1,223
1,097
126
 
1985
594
547
47
 
2,072
1,885
187
                 
 
1986
614
565
49
 
2,219
2,022
197
 
1987
629
580
49
 
2,331
2,128
203
 
1988
640
591
48
 
2,518
2,307
211
 
1989
651
602
49
 
2,680
2,459
221
 
1990
662
613
49
 
2,882
2,649
233
                 
 
1991
687
627
61
 
3,179
2,875
304
 
1992
715
643
72
 
3,459
3,079
380
 
1993
740
659
81
 
3,752
3,296
456
 
1994
758
671
86
 
3,973
3,481
492
 
1995
772
681
91
 
4,202
3,672
531
                 
 
1996
782
687
94
 
4,410
3,846
565
 
1997
789
693
96
 
4,646
4,050
596
 
1998
797
698
99
 
4,838
4,210
627
 
1999
805
702
102
 
4,991
4,336
655
 
2000
811
707
104
 
5,203
4,523
680
                 
 
2001
817
712
105
 
5,520
4,802
718
 
2002
823
717
106
 
5,773
5,024
749
 
2003
826
721
105
 
5,746
4,979
764
 
2004
828
723
105
 
5,945
5,162
781
 
2005
835
727
108
 
6,288
5,386
843
Estimates:
 
2006
846
739
108
 
6,572
5,701
863
 
2007
857
751
106
 
6,847
5,966
874
 
2008
870
765
105
 
7,151
6,251
892
 
2009
884
780
104
 
7,511
6,585
918
 
2010
900
796
104
 
7,905
6,946
949
                 
 
2011
915
811
104
 
8,327
7,326
989
 
2012
929
825
104
 
8,768
7,721
1,034
 
2013
944
839
105
 
9,226
8,128
1,084
 
2014
957
852
105
 
9,684
8,547
1,121
 
2015
968
865
104
 
10,155
8,982
1,156

1Beginning in 1966, includes payments for vocational rehabilitation services.

2Also includes certain mothers and fathers (see text).

3In 1984 and later years, only disabled widows and widowers aged 50-59 are included because disabled widows and widowers aged 60-64 would be eligible for the same benefit as a nondisabled aged widow or widower; therefore, they are not receiving benefits solely because of a disability.

4In 1983 and prior years, reflects the offsetting effect of lower benefits payable to disabled widows and widowers who continued to receive benefits after attaining age 60 (62, for disabled widowers, prior to 1973) as compared to the higher nondisabled widow's and widower's benefits that would otherwise be payable. In 1984 and later years, only benefit payments to disabled widows and widowers aged 50-59 are included (see footnote 3).

Note: Totals do not necessarily equal the sums of rounded components.

Total benefit payments from the OASI Trust Fund with respect to disabled beneficiaries are estimated to increase from $6,572 million in calendar year 2006 to $10,155 million in calendar year 2015, based on the intermediate assumptions.

In calendar year 2005, benefit payments (including expenditures for vocational rehabilitation services) with respect to disabled persons from the OASI Trust Fund and from the DI Trust Fund (including payments from the latter fund to all children and spouses of disabled-worker beneficiaries) totaled $91,674 million. Of this amount, $6,288 million or 6.9 percent represented payments from the OASI Trust Fund. These and similar figures for selected calendar years during 1960-2005 and estimates for calendar years 2006-15 are presented in table VI.G2.

Table VI.G2.-Benefit Disbursements Under the OASDI Program
With Respect to Disabled Beneficiaries

[Amounts in millions]

Calendar year
Total 1
DI Trust Fund  2
OASI Trust Fund
Amount  3
Percentage of total
Historical data:
 
1960
$627
$568
$59
9.4
 
1965
1,707
1,573
134
7.9
 
1970
3,386
3,085
301
8.9
 
1975
9,169
8,505
664
7.2
 
1980
16,738
15,515
1,223
7.3
 
1985
20,908
18,836
2,072
9.9
           
 
1986
22,075
19,856
2,219
10.1
 
1987
22,858
20,527
2,331
10.2
 
1988
24,226
21,708
2,518
10.4
 
1989
25,591
22,911
2,680
10.5
 
1990
27,717
24,835
2,882
10.4
           
 
1991
30,877
27,698
3,179
10.3
 
1992
34,583
31,124
3,459
10.0
 
1993
38,378
34,626
3,752
9.8
 
1994
41,730
37,757
3,973
9.5
 
1995
45,140
40,937
4,202
9.3
           
 
1996
48,615
44,205
4,410
9.1
 
1997
50,358
45,712
4,646
9.2
 
1998
53,062
48,224
4,838
9.1
 
1999
56,390
51,399
4,991
8.9
 
2000
60,204
55,001
5,203
8.6
           
 
2001
65,157
59,637
5,520
8.5
 
2002
71,493
65,721
5,773
8.1
 
2003
76,698
70,952
5,746
7.5
 
2004
84,197
78,251
5,945
7.1
 
2005
91,674
85,386
6,288
6.9
Estimates:
 
2006
100,107
93,535
6,572
6.6
 
2007
105,888
99,042
6,847
6.5
 
2008
111,661
104,509
7,151
6.4
 
2009
117,894
110,382
7,511
6.4
 
2010
125,832
117,927
7,905
6.3
           
 
2011
131,480
123,153
8,327
6.3
 
2012
140,268
131,500
8,768
6.3
 
2013
147,855
138,629
9,226
6.2
 
2014
156,069
146,384
9,684
6.2
 
2015
164,807
154,651
10,155
6.2

1Beginning in 1966, includes payments for vocational rehabilitation services.

2Benefit payments to disabled workers and their children and spouses.

3Benefit payments to disabled children aged 18 and over, to certain mothers and fathers (see text), and to disabled widows and widowers (see footnote 4, table VI.G1).

Note: Totals do not necessarily equal the sums of rounded components.



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