Annual Statistical Supplement to the Social Security Bulletin, 2019
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Social Security Annual Statistical Supplement to the Social Security Bulletin, 2019 Social Security Administration Office of Retirement and Disability Policy Office of Research, Evaluation, and Statistics SSA Publication No. 13-11700 250 E Street SW, 8th Floor Produced and published at U.S. taxpayer expense Washington, DC 20254 Released: November 2019 The Annual Statistical Supplement to Social Security Administration the Social Security Bulletin is published by the Social Security Administration, Mark J. Warshawsky 250 E Street SW, 8th Floor, Washington, Deputy Commissioner for DC 20254. Retirement and Disability Policy The Supplement is prepared in SSA’s Office of Retirement and Disability Policy, Katherine N. Bent Office of Research, Evaluation, and Acting Associate Commissioner for Statistics (ORES). General questions or Research, Evaluation, and Statistics comments concerning the Supplement should be directed to ORES at the above Office of Research, Evaluation, and Statistics address, by telephone (410-965-0090) or Data and Statistics e-mail ([email protected]). Samuel Foster, Director Note: Contents of this publication are not Angela Y. Harper, Team Lead copyrighted; any item may be reprinted, Michael Compson but citation of the Annual Statistical Karyn Foley Supplement to the Social Security Cherice H. Jefferies Bulletin, 2019 as the source is requested. The Supplement is available on the William Lancaster web at https://www.ssa .gov/policy/docs Jennie Park /statcomps/supplement/. Aneer Rukh-Kamaa Yonghong Shang Editing and Production Margaret F. Jones, Director Jessie Ann Dalrymple Benjamin Pitkin Wanda Sivak Office of the Chief Actuary Sue C. Kunkel Michael Stephens Preface The Supplement is a major resource for data on 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. 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 analy- sis, 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. I would like to express my thanks to them for their contributions. 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 ques- tions 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.ssa.gov/policy, as are the SSI Annual Statistical Report, the Annual Statistical Report on the Social Security Disability Insurance Program, and other reports. Katherine N. Bent Acting Associate Commissioner for Research, Evaluation, and Statistics November 2019 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.ssa.gov/policy/docs/statcomps/supplement/2019/index.html. Contents Highlights and Trends Social Security (Old-Age, Survivors, and Disability Insurance) Employment and Earnings .................................................................2 Program Data. 2 Program Trends .........................................................................3 Supplemental Security Income Annual Payment Adjustments ...............................................................4 Program Data. 4 Program Trends .........................................................................4 Poverty Data ������������������������������������������������������������������������������������������������������������������������������������������������������������� 4 Program Descriptions and Legislative History Social Security (Old-Age, Survivors, and Disability Insurance) ........................................7 Supplemental Security Income ................................................................18 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 Glossary .................................................................................G.1 Abbreviations ...........................................................................G.14 Index to Tables ������������������������������������������������������������������������������������������������������������������������������������������������������� 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, 1937–20194������������������������������������������������������ 2.4 2.A4 Maximum annual amount of contributions, 1937–2019. 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, 1951–2019 . 2.13 2.A9 Indexed earnings for workers with maximum earnings, 1951–20191���������������������������������������������������������� 2.17 2.A10 Average monthly wage and average indexed monthly earnings provisions, by year enacted ......... 2.19 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 ................................ 2.20 2.A11.1 Computation of primary insurance amount (PIA) based on Windfall Elimination Provision (WEP), by year enacted ..................................................................... 2.22 2.A12a Special minimum primary insurance amount (PIA): Minimum covered earnings required to qualify for a year of coverage, 1937–20192���������������������������������������������������������������������������������������������������������������������� 2.24 2.A12b Computation of special minimum primary insurance amount (PIA), by effective date ............... 2.26 2.A13 Formulas enacted in 1977 for computing OASI maximum family benefit from primary insurance amount (PIA) and cost-of-living adjustments for workers who were first eligible in 1979 or later, by year of first eligibility ............................................................... 2.28 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 ............................. 2.29 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 [discontinued] ........... 2.30 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 ...................... 2.31 2.A17.1 Full retirement age and maximum reduction of retired-worker benefits, by year of birth ............. 2.33 2.A17.2 Full retirement age and maximum reduction of widow(er)s’ benefits, by year of birth ............... 2.34 2.A18 Automatic adjustment provisions. 2.35 2.A19 Illustrative benefit growth: Cumulative effect of statutory and automatic increases in benefits using a 100 dollar base benefit, selected years ................................................. 2.37 Benefit Types and Levels 2.A20 Monthly benefits for retired and disabled workers ........................................... 2.38 2.A21 Monthly benefits for spouses and children of retired and disabled workers ....................... 2.40 2.A22 Monthly benefits for survivors of deceased workers ......................................... 2.43 2.A23 Monthly benefits for transitionally insured workers and their spouses and surviving spouses, aged 72 before 1969 ................................................................. 2.48 2.A24 Monthly benefits for individuals and couples insured for special age-72 (Prouty) benefits ............ 2.49 2.A25 Lump-sum benefits and vocational rehabilitation services, by type of benefit ..................... 2.51 2.A26 Monthly benefit amount for selected beneficiary families with first eligibility in 2018, by average indexed monthly earnings for stipulated