Notes
1. 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. In 2008, 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.
2. 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.
3. Includes costs of Peer Review Organizations from 1983 through 2001 (beginning with the implementation of the prospective payment system on October1, 1983), and costs of Quality Improvement Organizations beginning in 2002.
4. Includes costs of experiments and demonstration projects. Beginning in 1997, includes fraud and abuse control expenses, as provided for by Public Law 104-191.
5. 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.
6. 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.
7. 1977 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.
8. For 1982, reflects $12,437 million loaned to the OASI trust fund under the interfund borrowing provisions of the law. For 1985 and 1986, reflects repayments of loan principal of $1,824 million and $10,613 million made in those two years, respectively.
9. Includes the 1983 lump-sum general revenue transfer, as provided for by section 151 of Public Law 98-21.
10. Includes the 1985 lump-sum general revenue adjustment of -$805 million, as provided for by section 151 of Public Law 98-21.
11. Includes the 1990 lump-sum general revenue adjustment of -$1,100 million, as provided for by section 151 of Public Law 98-21.
12. Includes the 1993 $1,805 million transfer from the SMI catastrophic coverage reserve fund, as provided for by Public Law 102-394.
13. Includes the 1996 lump-sum general revenue adjustment of -$2,366 million, as provided for by section 151 of Public Law 98-21.
14. Includes monies transferred to the SMI trust fund in 1998 through 2003 for home health agency costs, as provided for by Public Law 105-33.
15. Includes the 2001 lump-sum general revenue adjustment of -$1,177 million, as provided for by section 151 of Public Law 98-21.
16. In 2005-2007 certain HI hospice costs were misallocated to, and paid from, the Part B account of the SMI trust fund. See also note 17.
17. In 2008 benefit payments were $223,815 million. Amount shown for 2008 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.)
18. Includes the 2009 lump-sum general revenue adjustment of $968 million, as provided for by section 151 of Public Law 98-21.
Note: Totals do not necessarily equal the sums of rounded components.

