Short-Range Actuarial Projections |
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ACTUARIAL STUDY NO. 119
by Chris Motsiopoulos and Richard B. Tucker | |||||
|
Calendar period
|
OASI Trust Fund
|
DI Trust Fund
|
OASI and DI Trust
Funds, combined |
|---|---|---|---|
|
1980
|
22.9
|
35.5
|
24.5
|
|
1981
|
18.0
|
20.6
|
18.3
|
|
1982
|
15.1
|
16.9
|
15.3
|
|
1983
|
14.4
|
14.8
|
14.5
|
|
1984
|
19.9
|
35.1
|
21.4
|
|
1985
|
24.0
|
27.2
|
24.3
|
|
1986
|
28.0
|
37.8
|
29.0
|
|
1987
|
29.8
|
43.8
|
31.2
|
|
1988
|
41.0
|
38.1
|
40.7
|
|
1989
|
59.0
|
38.0
|
56.9
|
|
1990
|
78.5
|
40.4
|
74.6
|
|
1991
|
87.2
|
38.8
|
82.2
|
|
1992
|
103.1
|
40.3
|
96.2
|
|
1993
|
116.9
|
34.6
|
107.4
|
|
1994
|
130.0
|
23.1
|
117.1
|
|
1995
|
138.9
|
54.5
|
128.4
|
|
1996
|
148.8
|
82.8
|
140.3
|
|
1997
|
159.6
|
112.5
|
153.6
|
|
1998
|
177.3
|
133.0
|
171.5
|
|
1999
|
200.6
|
152.4
|
194.1
|
|
2000
|
222.9
|
171.4
|
215.9
|
|
2001
|
246.6
|
193.0
|
239.1
|
|
2002
|
272.1
|
207.6
|
262.7
|
|
2003
|
299.9
|
219.5
|
287.6
|
|
2004
|
321.9
|
217.7
|
305.1
|
|
2005-I
|
340.9
|
215.4
|
320.3
|
|
2005-II
|
342.7
|
212.8
|
321.3
|
|
2005-III
|
355.7
|
217.8
|
332.8
|
|
2005-IV
|
355.4
|
213.3
|
331.7
|
|
2006-I
|
362.4
|
213.2
|
337.5
|
|
2006-II
|
364.8
|
210.9
|
338.9
|
|
2006-III
|
378.0
|
215.7
|
350.6
|
|
2006-IV
|
377.4
|
211.1
|
349.3
|
|
2007-I
|
384.5
|
210.5
|
355.0
|
|
2007-II
|
386.2
|
208.0
|
355.9
|
|
2007-III
|
399.0
|
211.9
|
367.0
|
|
2007-IV
|
397.6
|
206.9
|
364.9
|
|
2008-I
|
404.3
|
205.8
|
370.2
|
|
2008-II
|
405.3
|
202.1
|
370.2
|
|
2008-III
|
417.8
|
204.8
|
380.8
|
|
2008-IV
|
415.5
|
198.9
|
377.6
|
|
2009-I
|
422.0
|
197.1
|
382.6
|
|
2009-II
|
421.8
|
194.4
|
382.0
|
|
2009-III
|
433.6
|
197.7
|
392.5
|
|
2009-IV
|
430.2
|
192.6
|
388.9
|
|
2010-I
|
436.7
|
191.7
|
394.2
|
|
2010-II
|
435.2
|
188.7
|
392.6
|
|
2010-III
|
446.7
|
192.1
|
402.8
|
|
2010-IV
|
442.8
|
187.3
|
398.9
|
|
2011-I
|
448.7
|
186.2
|
403.7
|
|
2011-II
|
446.6
|
182.7
|
401.4
|
|
2011-III
|
457.6
|
185.4
|
411.0
|
|
2011-IV
|
453.0
|
180.2
|
406.4
|
|
2012-I
|
458.0
|
178.3
|
410.3
|
|
2012-II
|
455.2
|
175.2
|
407.6
|
|
2012-III
|
465.6
|
177.9
|
416.8
|
|
2012-IV
|
459.8
|
172.6
|
411.3
|
|
2013-I
|
464.3
|
170.6
|
414.8
|
|
2013-II
|
460.6
|
167.4
|
411.3
|
|
2013-III
|
470.4
|
169.9
|
420.1
|
|
2013-IV
|
463.9
|
164.5
|
413.9
|
|
2014-I
|
468.0
|
162.2
|
417.1
|
|
2014-II
|
463.5
|
158.9
|
413.0
|
|
2014-III
|
472.6
|
160.9
|
421.1
|
|
2014-IV
|
465.4
|
155.5
|
414.3
|
| 1Represents assets at beginning of period, plus January advance tax transfers (1984-90), as a percentage of disbursements during the following 12-month period. |
Sources:
Note: Future estimates based on 2005 Trustees Report intermediate set of assumptions. See tables V.A13 and V.B13 for low cost and high cost alternatives, respectively.