Annual statistical supplement ... to the Social security bulletin

400 Pages·1992·23.8 MB·English

by  United States. Social Security Administration

ANMUAl
sTAnsncAi
to the Social Security Bulletin
Social Security Administration
The Annual Statistical Kenneth S. Apfel
Supplementto the Social Commissioner
Security Bulletin (ISSN 0037- of Social Security
7910) is published by the
Social Security Administration, Jane L. Ross
500 EStreet, SW., 8th Floor, Deputy Commissioner
Washington, DC 20254-0001. for Policy
Periodical class postage is
paid in Washington, DC and PaulN. Van de Water
additional mailing offices. The Associate Commissioner
detailed tables published in the for Research, Evaluation and Statistics
Annual Statistical Supplement
augment the tables carried in Publications Staff
the quarterly issues of the Marilyn R. Thomas, Director
Social Security Bulletin. Celine Houget, Managing Editor
The Supplement is prepared Emil L. Loomis, Jr., Visual Information Specialist
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Message From
the Commissioner
Over the past six decades, Social Security has become part of the fabric
of America. It is the most successful federal domestic government program in
the nation's history, and also the most popular. Today, more than 150 million
American workers and their families are covered by Social Security, and more
than 44 million people receive monthly Social Security benefit payments.
In the coming century, this venerable program will become even more
important, as 76 million baby boomers reach retirement age.
However, while nearly all Americans are familiar with Social Security, many
people do not understand the scope of the program in family economics, or
the varying importance of the program among different levels of wage earners
or different population groups. This Annual Statistical Supplement to the
—
Social Security Bulletin provides this data and more.
For example, the 250 detailed tables also illustrate how demographic
changes have affected Social Security over the past 60 years, and provide
related information on other social welfare expenditures and employment and
earnings data. In the narrative sections of the Supplement, readers will find a
description and a legislative history of each of the Social Security (retirement,
survivors, disability insurance), Supplemental Security Income, and Medicare
programs.
For almost 60 years now, legislators, policy analysts, students, and
workers and their employers have been able to turn to this book for reliable,
factual information on the Social Security program. believe that everyone
I
who consults this edition of the Annual Statistical Supplement will find it to
be a comprehensive and useful reference source.
Kenneth S. Apfel
Commissioner of Social Security

SoopU
Annual
Statistical
Supplement, 1999
Overview 2 List of Statistical Tables
13 Program and Administrative Highlights
27 Program Descriptions
Statistical Tables 136 Social Welfare and the Economy
156 Old-Age, Survivors, and Disability Insurance
284 Supplemental Security Income
—
309 Health Care Programs Medicare and Medicaid
331 Other Social Insurance and Income Support Programs
Technical Notes 354 Sampling Variability
356 OASDI Benefit Award Data
357 Poverty Data
General Information 360 List ofAbbreviations
362 Glossary of Program Terms
385 Index to Tables
List of
Statistical Tables
Coverage, Financing, and Insured Status
33 2.A1 Type of covered employment and self-employment
35 2.A2 Noncontributory wage credits
36 2.A3 Annual maximum taxable earnings and actual contribution rates, 1937-98
and thereafter
37 2.A4 Maximum annual amount of contribution, 1937-99
37 2.A5 Tax credits, 1983-89
38 2.A6 Appropriations from general revenues and interfund borrov\/ing
39 2.A7 Insured status (benefit eligibility)
BenefitComputationandAutomaticAdjustments
43 2.A8 Factors for indexing earnings, 1951-99
45 2.A9 Indexed earnings for v\/orkers with maximum earnings, 1951-99
46 2.A10 Average monthlyv^age (AMW) and average indexed monthly earnings (AIME)
47 2.A11 Formulas for computing PIAfrom AIME, increases in PIAbased on cost-of-living
adjustments, and minimum PIA, for workers who were first eligible (attained
age 62, became disabled, or died) in 1979 or later
48 2.A12 Special minimum PIA: Formula applies to years of coverage
49 2.A13 Formulas for computing maximum family benefit from PIA, and increases in
maximum based on cost-of-living adjustments, for workers who attained
age 62 or died (before attaining age 62) in 1979 or later
49 2.A14 Formulas for computing maximum family benefit, and increases in maximum
based on cost-of-living adjustments, for workers first eligible for disability benefits
in 1979 or later
50 2.A15 Formulas for computing PIA from creditable earnings after 1936
AMW
51 2.A16 Formulas for computing PIAfrom based on earnings after 1950,
and percentage increases in PIA
53 2.A17 Minimum PIA and maximum family benefit for workers who attained age 62,
were first eligible for disabled-worker benefits, or died before 1979
54 2.A18 Automatic adjustment provisions
56 2.A19 Cumulative effect of statutory and automatic increases in benefits under OASDI
program: Minimum percentages, 1954-98
BenefitTypesand Levels
62 2.A20 Monthly benefits for retired and disabled workers
63 2.A21 Monthly benefits for spouses and children of retired and disabled workers
65 2.A22 Monthly benefits for survivors of insured workers
69 2.A23 Monthly benefits for transitionally insured workers and their spouses
and surviving spouses
69 2.A24 Monthly benefits for individuals and couples insured for special age-72 benefits
70 2.A25 Other benefits
71 2.A26 Monthly benefit amount for selected beneficiary families with first eligibility
in 1998, by average indexed monthly earnings for selected wage levels,
effective December 1998
2 Social Security Bulletin • Annual Statistical Supplement • 1999
I
ListofStatistical Tables
72 2.A27 Minimum and maximum monthly retired-worker benefits payable to individuals
who retired at age 62, 1957-99
73 2.A28 Minimum and maximum monthly retired-worker benefits payable to individuals
who retired at age 65, 1940-99
EffectofCurrent Earningsand Taxation ofBenefits
75 2.A29 Earnings (retirement) test
77 2.A30 Earnings guidelines regarding substantial gainful activity (SGA), 1961-99
78 2.A31 Taxation of Social Security benefits
79 2.A32 Taxation of Social Security benefits; Examples
Supplemental SecurityIncome
90 2.B1 Federal benefit rates
Medicare
106 2.C1 Medicare cost sharing and premium amounts, 1966-99
Medicaid
113 2.C2 Federal medical assistance percentage and enhanced federal medical
assistance percentage
Aid to Familieswith DependentChildren
2.E1 Discontinued
SSA Offices and Staff
132 2.F1 NumberofSSA offices, 1998
132 2.F2 Number and percent of SSA employees: Women, minorities,
and those with disabilities, September 30, 1998
132 2.F3 Number of work years, fiscal years, 1991-98
Claims Workloads
133 2.F4 Old-Age and Survivors Insurance, fiscal year 1998
133 2.F5 Disability Insurance, fiscal year 1998
133 2.F6 Supplemental Security Income, fiscal year 1998
Service Delivery
134 2.F7 Accuracy rates and use of 800 telephone number, fiscal years 1998-99
HearingsandAppeals
135 2.F8 Workload of SSAs Administrative Law Judges (ALJs), fiscal years 1997-98
135 2.F9 Number of hearing receipts, dispositions, and end-of-year pending cases,
fiscal years 1998-99
135 2.F10 Number of civil litigation cases, fiscal year 1998
135 2.F11 Number of SSA Appeals Council cases, fiscal years 1998-99
Social Welfare and
the Economy Social Welfare Expenditures
138 3.A1 Gross domestic product and social welfare expenditures under public
programs, fiscal years 1965-95
3.A2 Discontinued
139 3.A3 Social welfare expenditures under public programs, fiscal years 1960-95
140 3.A4 Private social welfare expenditures, by category and as a percent of
gross domestic product (GDP), 1980-94
Social Security Bulletin - Annual Statistical Supplement • 1999 3
ListofStatistical Tables
Employmentand Earnings
3.B1 Discontinued
141 3.B2 Total earnings and wages and salaries in employment covered by selected
social insurance programs, 1946-96
142 3.B3 Federal minimum wage rates under the Fair Labor StandardsAct and
average hourly earnings and average weekly hours for production workers
in manufacturing, 1938-98
Interprogram Data
3.C1 Discontinued
3.C2 Discontinued
143 3.C3 Selected social insurance programs: Source of funds from contributions and
transfers, 1965-98
144 3.C4 Social Security and selected public assistance programs: Average monthly
amount in current and 1997 dollars, 1950-98
145 3.C5 OASDI and SSI: Population aged 65 or older receiving OASDI benefits, SSI
payments, or both, 1940-98, ranked by state, December 1998
146 3.C6 Number and percent of OASDI beneficiaries also receiving federally adminis-
tered SSI payments, by SSI category and type ofOASDI benefit, December 1998
147 3.C6.1 Number of persons aged 18-64 receiving OASDI benefits or federally adminis-
tered SSI payments based on disability by type of benefit, 1978-98
148 3.C7 Number and percentage distribution of persons aged 15 or older with Social
Security benefits or with Supplemental Security Income, by age, sex, race,
March 1998, and median amount, 1997
149 3.C8 Number of persons aged 15 or older with Social Security benefits or with
Supplemental Security Income and percent of Hispanic origin, by age, sex,
March 1998, and median amount, 1997
3.C9 Discontinued
3.C10 Discontinued
3.C11 Discontinued
Employee Benefits
3.D1 Discontinued
Poverty
150 3.E1 Weighted average poverty thresholds for nonfarm families of specified size,
1959-98
151 3.E2 Number and percent of poor persons, by age, at end of 1959-97
152 3.E3 Shares of money income from earnings and other sources for aged
and nonaged families, 1997
153 3.E4 Current living arrangements of persons aged 65 or older, March 1998
3.E5 Discontinued
154 3.E6 Aged families receiving Social Security benefits, by share of income from
benefits and race, 1997
3.E7 Discontinued
155 3.E8 Poverty guidelines for families of specified size, 1965-99
Old-Age, Survivors, and
Disability Insurance TrustFunds
159 4.A1 Old-Age and Survivors Insurance, 1937-98
160 4.A2 Disability Insurance, 1957-98 v
161 4.A3 Combined OASI and Dl, 1957-98
162 4.A4 Total annual benefits paid, by type of benefit and trustfund,
and as percent of personal income, 1937-98
163 4.A5 Total annual benefits paid from OASI Trust Fund, bytype of benefit, 1937-98
164 4.A6 Total annual benefits paid from Dl Trust Fund, by type of benefit, 1957-98
4 Social Security Bulletin • Annual Statistical Supplement • 1999
ListofStatistical Tables
Covered Workers
165 4.B1 Workers, earnings, and Social Security numbers issued, 1937-98
166 4.B2 Number and amount of earnings for wage and salary and self-employed
workers, 1951-98
167 4.B3 Number of workers and median annual earnings, by type of worker
and sex, 1937-96
168 4.B4 Percent of all workers and self-employed workers with total annual earnings
below annual maximum taxable, by sex, 1937-96
169 4.B5 Number of all workers, by age and sex, 1937-96
170 4.B6 Median earnings of all workers, by age and sex, 1937-96
171 4.B7 Number of wage and salary workers, by amount and sex, 1992-96
172 4.B8 Number of self-employed workers, by age and sex, 1951-96
173 4.B9 Number of self-employed workers, by amount of earnings and sex, 1992-96
174 4.B10 Number of workers, taxable earnings, and contributions, by type of employment
and state, 1996
175 4.B11 Number ofworkers, taxable earnings, and contributions, by type of
employment, 1937-98
Insured Workers
176 4.C1 Estimated number, by insured status, December 31, 1940-99
177 4.C2 Estimated number, by insured status, age, and sex, 1970-99
4.C3 Discontinued
4.C4 Discontinued
179 4.C5 Population in the Social Security area: Estimated number and percent
fully insured, by age and sex, 1995-99
180 4.C6 Period life table, 1996
Benefits In
Current-Payment Status Summary
181 5.A1 Number and average monthly benefit, bytype of benefit, race,
age, and sex, December 1998
5.A2 Discontinued
192 5.A3 Number and average monthly benefit, with reduction for early retirement,
bytype of benefit, race, age, and sex, December 1998
195 5.A4 Number and monthly benefits, 1940-98
196 5.A5 Number and average age, by type of benefit, December 1998
196 5.A6 Number and average monthly benefit, by type of benefit and race,
December 1998
197 5.A7 Number and average monthly benefitforwomen beneficiaries, bytype of
benefit and race, December 1998
197 5.A8 Number and average primary insurance amount and average monthly
benefit for persons with benefits based on special minimum primary insurance
amount, by type of benefit, December 1998
5.A9 Discontinued
198 5.A10 Number and average monthly benefit for beneficiaries aged 60 or older,
bytype of benefit, age, and sex, December 1998
5.A11 Discontinued
5.A12 Discontinued
5.A13 Discontinued
199 5.A14 Number and percentage distribution of women beneficiaries aged 62 or
older, by type of benefit and dual entitlement status, December 1960-98
199 5.A15 Number and average monthly benefit for women aged 65 or older,
by age, type of benefit, and dual entitlement status, December 1998
200 5.A16 Number and average monthly benefit for adult beneficiaries, by type of benefit,
sex, and age, December 1998
201 5.A17 Number and average benefit for disabled beneficiaries receiving a Social
Security benefit, bytype of benefit, 1957-98
Social Security Bulletin 'Annual Statistical Supplement • 1999 5
ListofStatistical Tables
Retired Workers
202 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 1998
203 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 1998
204 5.B3 Number and average monthly benefit before and after delayed retirement credit,
by age and sex, December 1998
205 5.B4 Number, percent, and average monthly benefit, by year of entitlement as
retired worker and sex, December 1998
206 5.B5 Number, average age, and percentage distribution, by age and sex, 1940-98
207 5.B6 Number and percentage distribution with and without reduction for early
retirement, by monthly benefitand sex, December 1998
208 5.B7 Number and percentage distribution with and without reduction for early
retirement, by primary insurance amount and sex, December 1998
209 5.B8 Number and average monthly benefit with and without reduction for early
retirement, by sex, 1956-98
210 5.B9 Number and percentage distribution, by monthly benefit,
age, and sex, December 1998
Retired Workers and Dependents
211 5.C1 Number and percentage distribution, by type of benefit and primary insurance
amount, December 1998
212 5.C2 Average monthly benefit, bytype of benefit and sex, 1940-98
Disabled Workers
213 5.D1 Number, percent, and average monthly benefit, by year of entitlement as
disabled worker and sex, December 1998
214 5.D2 Number and percentage distribution, by monthly benefit
and sex, December 1998
214 5.D3 Number and monthly benefits, by sex, 1957-98
215 5.D4 Number, average age, and percentage distribution, by age and sex, 1957-98
216 5.D5 Number and percentage distribution, by diagnostic group and sex
December 1998
217 5.D6 Number and percentage distribution, by diagnostic group, age,
and sex, December 1998
Disabled Workers and Dependents
218 5.E1 Number and percentage distribution, by type of benefit and primary
insurance amount, December 1998
218 5.E2 Average monthly benefit, bytype of benefit, age, and sex, 1957-98
Dependentsand Survivors
219 5.F1 Number ofwives and husbands and monthly benefits, bytype
of benefit, 1950-98
5.F2 Discontinued
220 5.F3 Number and percentage distribution of wives with entitlement based on age,
by monthly benefit and age, December 1998
221 5.F4 Number ofchildren and total monthly benefit, bytype of benefit, 1940-98
5.F5 Discontinued
222 5.F6 Average monthly benefitforsurvivors, bytype ofbenefit, 1940-98
223 5.F7 Number and percentage distribution of survivors, by type of benefit
and primary insurance amount, December 1998
224 5.F8 Number ofwidows and widowers and total monthly benefit, bytype of benefit,
1950-98
225 5.F9 Number, percent, and average monthly benefit, by year of entitlement as
nondisabled widoworwidower, December 1998
6 Social Security Bulletin - Annual Statistical Supplement • 1999