Stegman Bailey and Hemmeter 2014 — Characteristics of Noninstitutionalized DI and SSI Program Participants, 2010 Update

disability-insuranceSSIsocial-securitydemographicspovertyincomehealth-insurancemeans-tested

Summary

A Social Security Administration (SSA) Research and Statistics Note providing cross-sectional demographic and economic profiles of all noninstitutionalized Disability Insurance (DI) and Supplemental Security Income (SSI) program participants in December 2010. Data source is the 2008 Survey of Income and Program Participation (SIPP) (waves 7–8) matched to SSA administrative records; income measured for the four-month window September–December 2010; weights calibrated to December 2010 SSA administrative totals, adjusted for institutional status. The paper's principal contribution is systematic documentation of both programs simultaneously using identical methodology, enabling direct comparison of DI and SSI populations on poverty, income composition, health insurance, and program dependence.

Key Claims

Concepts Introduced or Extended

Entities Mentioned

My Take

This paper is a pure descriptive statistics document — no causal identification, no treatment effects. Its value is as a 2010 benchmark for both programs simultaneously with consistent methodology. The 19.5% DI poverty rate (vs. 50.5% counterfactual) is the most policy-relevant single number: it quantifies DI's anti-poverty function at a moment when the program is most commonly discussed as a work-disincentive program. The 87.3% poverty-gap reduction is particularly striking — it means DI doesn't just push people above the threshold, it nearly eliminates the entire dollar shortfall for those it reaches.

The comparison with the Weaver (2020) figure (25.3% poverty for "Social Security (SS) beneficiaries" in the 2014 SIPP) deserves a methodological note: Weaver defines "SS beneficiaries" as anyone who ever received SS benefits in the 2014 SIPP sample, which includes OASI retirement beneficiaries in the data; the Stegman Bailey definition is specifically current DI beneficiaries in December 2010. The period difference (2010 vs. 2014) and population difference (active DI only vs. ever-received SS) plausibly explain the gap.

SSI's 42.9% post-benefit poverty rate is sobering — despite a 71.3% poverty-gap reduction, the benefit level ($674/month) is simply too low to bring most recipients above the poverty line. This is a structural feature of the program, not a measurement artifact.