2005 Trustees Report

The following tables present the plot points for Figure IV.A1--OASI and DI Trust Fund Ratios (assets as a percentage of annual expenditures) on a calendar year basis for the historical period (1994-2004) and the projection period (2005-2014), under all three sets of assumptions.

Historical trust fund ratios
Calendar
year
OASI
DI
1994
130%
23%
1995
139%
139%
1996
149%
149%
1997
160%
160%
1998
177%
177%
1999
201%
201%
2000
223%
223%
2001
247%
247%
2002
272%
272%
2003
300%
300%
2004
322%
322%

Projected trust fund ratios
Calendar
year
OASI
DI
I
II
III
I
II
III
2005
341%
341%
341%
219%
215%
209%
2006
364%
362%
358%
221%
213%
196%
2007
388%
384%
374%
224%
211%
180%
2008
413%
404%
389%
227%
206%
163%
2009
437%
422%
395%
227%
197%
139%
2010
458%
437%
394%
233%
192%
116%
2011
478%
449%
394%
241%
186%
93%
2012
496%
458%
394%
248%
178%
70%
2013
511%
464%
395%
257%
171%
46%
2014
523%
468%
392%
267%
162%
22%

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