Social Security Tables and Figures in CRS Reports

The following tables and figures related to Social Security can be found in the CRS reports included in this Green Book chapter.

History of Social Security

RL30920: Social Security: Major Decisions in the House and Senate Since 1935

Table 1. Social Security Laws, 1935-2012

 

Overview of Social Security

R42035: Social Security Primer

Table 1. Increase in the Full Retirement Age Scheduled Under Current Law

Table 2. Computation of a Worker’s Primary Insurance Amount (PIA) in 2014 Based on an Illustrative AIME of $5,000

Table 3. Social Security Benefits for the Worker’s Family Members

Table 4. Social Security Beneficiaries, by Type, June 2014

Social Security Financing and the Trust Funds

RL33028: Social Security: The Trust Fund

Table 1. Operations of the Social Security Trust Fund, Historical Period 1957-2013

Table 2. Projected Operations of the Social Security Trust Fund, 2014-2032

Table 3. Accumulated Holdings of the Social Security Trust Fund, Historical Period 1957-2013

Table 4. Projected Accumulated Holdings of the Social Security Trust Fund, 2014-2032

Figure 1. Ratio of Current Non-Interest Income to Costs for the Social Security Trust Fund, 1957-2032

R43318: Social Security Disability Insurance (DI) Trust Fund: Background and Solvency Issues

Table 1. Social Security and Medicare Payroll Tax Rates

Table 2. Annual Operations of the DI Trust Fund, 2003-2013

Table 3. Interfund Loans From the DI and HI Trust Funds to the OASI Trust Fund, 1982

Table 4. Legislative History of Payroll Tax Reallocations Between the OASI and DI Trust Funds

Table 5. OASDI Payroll Tax Rate Reallocations under the Social Security Domestic Employment Reform Act of 1994 (P.L. 103-387)

Table 6. Potential Reallocation of the OASDI Payroll Tax Rate, 2015 and Beyond

Table A-1. Key Dates Projected for the Social Security Trust Funds as Shown Under the Intermediate Assumptions in Trustees Reports from 1983 to 2014

Figure 1. Actual and Projected DI Trust Fund Ratios, 2000-2023

Figure 2. DI Income and Cost Rates, 1990-2013

Figure 3. Actual and Projected OASI, DI, and HI Trust Fund Ratios

Figure A-1. Actual and Projected DI Income and Cost Rates with Scheduled and Payable Benefits, 1970-2090

RL33514: Social Security: What Would Happen If the Trust Funds Ran Out?

Table 1. Current Social Security Benefit Payment Schedule

Figure 1. Social Security Trust Fund Ratios

Figure 2. Payable Benefits as a Share of Scheduled Benefits at Current Law Payroll Tax Rates, 2014-2088

Figure 3. Replacement Rates Under Benefit Cut Scenario, 2014-2088

Figure 4. Initial Real Annual Payable Benefits Under Benefit Cut Scenario, 2014-2088

Figure 5. Combined Payroll Tax Rate Needed To Fund Scheduled Benefits, 2014-2088

Social Security Benefits and Eligibility

R43542: How Social Security Benefits Are Computed: In Brief

Table 1. Computation of a Worker’s Primary Insurance Amount (PIA) in 2014 Based on an Illustrative AIME of $5,000

Table 2. Full Retirement Age (FRA) by Year of Birth

Figure 1. Computation of a Worker’s Primary Insurance Amount (PIA) in 2014

Figure 2. Monthly Retirement Benefit by Claim Age

R41962: The Social Security Retirement Age: In Brief

Table 1. Age to Receive Full Social Security Benefits

Table 2. Benefit Decrease for Early Retirement

Table 3. Benefit Increase for Delayed Retirement

Figure 1. Age Distribution of Retirement Benefit Claims in 2012

RS22294: Social Security Survivors Benefits

Table 1. Survivors Beneficiaries and Benefits

R43637: Social Security: The Lump-Sum Death Benefit

Figure 1. The Diminishing Significance of the Lump-Sum Death Benefit

R43615: Social Security: Minimum Benefits

Table 1. Special Minimum PIA Monthly Benefit Amounts, 2014

Table 2. Number of Special Minimum PIA Beneficiaries and Average Increase in Monthly Benefit, June 2013

94-803: Social Security: Cost-of-Living Adjustments

Table 1. Computation of the Social Security COLA, January 2014

Table 2. Average CPI-W for the Third Quarter, 2007-2013

Table 3. History of Social Security Benefit Increases

98-35: Social Security: The Windfall Elimination Provision (WEP)

Table 1. Social Security Benefit Formula in 2014

Table 2. Monthly PIA for a Worker With Average Indexed Monthly Earnings of $1,500 and Retiring in 2014

Table 3. WEP Reduction Falls with Years of Substantial Coverage

Table 4. Number of Beneficiaries in Current Payment Status with Benefits Affected by Windfall Elimination Provision (WEP), by State and Type of Benefit, December 2013

RL32453: Social Security: The Government Pension Offset (GPO)

Table 1. Dual Entitlement Formula Applied to Spouses

Table 2. GPO Formula for Spouses

Table 3. Dual Entitlement Rule Compared with Government Pension Offset

Table 4. Mary's Spousal Benefit, Before and After GPO Enactment

Table 5. Number of Social Security Beneficiaries Affected by GPO, by State, Type of Benefit, and Offset Status, December 2013

RL32552: Social Security: Calculation and History of Taxing Benefits

Table 1. Calculation of Taxable Social Security and Tier I Railroad Retirement Benefits

Table 2. Example of Calculation of Taxable Social Security Benefits for Single Social Security Recipients with a $15,000 Benefit and Different Levels of Other Income

Table 3. State Income Taxation of Social Security Benefits, Tax Year 2014

Table 4. Projected Number and Percentage of Beneficiaries with Taxable Social Security Benefits by Income Class, 2014

Table 5. Projected Social Security Benefits and Taxes on Social Security Benefits by Income Class, 2014

Figure 1. Taxable Social Security Benefits as Annual Non-Social Security Income Increases

Figure 2. Taxable Social Security Benefits as Total Annual Social Security Benefits Increase

Social Security Disability Insurance

RL32279: Primer on Disability Benefits: Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

Table 1. Number of SSDI Workers Terminated, by Reason for Termination, 2012

Table 2. Number of Blind and Disabled SSI Recipients (Aged 18-64) Terminated, by Reason for Termination, 2012

Figure 1. SSA’s Disability Determination Process for SSDI and Adult SSI Claimants

Figure 2. SSA’s Disability Determination Process for Child SSI Claimants

Figure 3. SSA’s Appeals Process

R43370: Social Security Disability Insurance (SSDI): Becoming Insured, Calculating Benefit Payments, and the Effect of Dropout Year Provisions

Table 1. Computation of “Ms. M.’s” Primary Insurance Amount (PIA) in 2014 Based on Her AIME of $1,6000

Table A-1. Disability and Childcare Dropout Year (CDY) Computation Chart for SSDI Benefits 

Figure A-1. Primary Insurance Amounts of Disabled Workers Credited with Childcare Dropout Years (CDYs), 2000-2013

R41289: Disability Benefits Available Under the Social Security Disability Insurance (SSDI) and Veterans Disability Compensation (VDC) Programs

Table 1. Comparison of SSDI and VDC Recipients

Table 2. Comparison of Key SSDI and VDC Program Components

Table 3. General VDC and SSDI Eligibility Determinations for Four Hypothetical Veterans

Figure 1. Social Security Administration's Five-Step Sequential Evaluation Process for Determining Disability

Figure 2. SSDI Appeals Process

Figure 3. Flow Chart of the Various Steps in the VA Appeal Process

RS20479: Social Security: Substantial Gainful Activity for the Blind

Figure A-1. SGA Levels for Blind and Non-Blind Individuals, Calendar Years 1975-2014

R43471: Concurrent Receipt of Social Security Disability Insurance (SSDI) and Unemployment Insurance (UI): Background and Legislative Proposals in the 113th Congress

Table 1. Estimated Average Monthly Number of Concurrent SSDI and UI Beneficiaries, 2014-2023

Table 2. Proposals to Eliminate or Offset Concurrent Receipt of SSDI and UI Benefits

RL33585: Social Security Disability Insurance (SSDI) Demonstration Projects

Table 1. Legislative History of SSA’s Demonstration Authority

Table 2. Status of SSDI Demonstration Projects

R41934: Ticket to Work and Self-Sufficiency Program: Overview and Current Issues

Table 1. Data on the Ticket to Work Program

Table 2. The Percentage of Disability Beneficiaries Participating in Ticket to Work, Calendar Years 2002-2010

Table 3. Distribution of EN Payments, Calendar Years 2002-2011

Table 4. Employment Outcomes Before and After the July 2008 Regulatory Changes

Table A-1. Side-by-Side Comparison of Key Ticket to Work July 2008 Regulatory Changes

Table B-1. Comparison of Total Potential EN Payments for All Ticket Holders Under Milestone-Outcome and Outcome-Only Payment Systems

Table B-2. Comparison of Total Potential EN Payments for SSDI and SSI Ticket Holders Under Both EN Payment Systems

Table B-3. Breakdown of Milestone-Outcome EN Payment System

Table B-4. Breakdown of Outcome-Only Payment System

Figure 1. Sample Ticket

Figure 2. Ticket to Work Payment Systems for Employment Networks, Calendar Year 2014

Figure 3. New Tickets Assigned, Calendar Years 2004-2010

Figure 4. New Tickets Assigned to ENs, Calendar Years 2004-2010

R41716: Social Security Administration (SSA): Budget Issues

Figure 1. Projected Spending on SSA Programs

Figure 2. SSA Total LAE Budget Authority

Figure 3. SSA Administrative Budget Requests and Appropriations

This page was prepared on August 29, 2014, for the 2014 version of the House Ways and Means Committee Green Book.

AttachmentSize
  • RL30920: Social Security: Major Decisions in the House and Senate Since 1935 »
  • 1.33 MB
  • R42035: Social Security Primer »
  • 302.86 KB
  • RL33028: Social Security: The Trust Fund »
  • 751.94 KB
  • R43318: Social Security Disability Insurance (DI) Trust Fund: Background and Solvency Issues »
  • 816.65 KB
  • RL33514: Social Security: What Would Happen If the Trust Funds Ran Out? »
  • 625.91 KB
  • R41962: The Social Security Retirement Age: In Brief »
  • 473.51 KB
  • RS22294: Social Security Survivors Benefits »
  • 184.94 KB
  • R41289: Disability Benefits Available Under the Social Security Disability Insurance (SSDI) and Veterans Disability Compensation »
  • 904.6 KB
  • RL33585: Social Security Disability Insurance (SSDI) Demonstration Projects »
  • 521.25 KB
  • R41934: Ticket to Work and Self-Sufficiency Program: Overview and Current Issues »
  • 583.55 KB
  • R41716: Social Security Administration (SSA): Budget Issues »
  • 686.97 KB
  • R43542: How Social Security Benefits Are Computed: In Brief »
  • 506.85 KB
  • R43637: Social Security: The Lump-Sum Death Benefit »
  • 445.41 KB
  • R43615: Social Security: Minimum Benefits »
  • 595.65 KB
  • 94-803: Social Security: Cost-of-Living Adjustments »
  • 491.49 KB
  • 98-35: Social Security: The Windfall Elimination Provision (WEP) »
  • 519.99 KB
  • RL32453: Social Security: The Government Pension Offset (GPO) »
  • 643.64 KB
  • RL32552: Social Security: Calculation and History of Taxing Benefits »
  • 730.3 KB
  • RL32279: Primer on Disability Benefits: Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) »
  • 521.65 KB
  • R43370: Social Security Disability Insurance (SSDI): Becoming Insured, Calculating Benefit Payments, and the Effect of Dropout Y »
  • 645.32 KB
  • R43471: Concurrent Receipt of Social Security Disability Insurance (SSDI) and Unemployment Insurance (UI): Background and Legisl »
  • 684.48 KB