Trustees Reports- 1996

Table II.F16. - Comparison of Estimated Long-Range Actuarial Balances With the Minimum Allowable for the Test for Close Actuarial Balance by Trust Fund, Based on Intermediate Estimates

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                                     Rates                  Balance as a per-
                       (percentage of taxable payroll)    centage of cost rate
                      ---------------------------------  ----------------------
                       Summarized                                       Minimum
     Valuation             income Summarized                          allowable
      period                 rate  cost rate    Balance      Balance    balance 
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OASI:
  10 years: 1996-2005..     12.57      11.14       1.43        12.82       0.00
  15 years: 1996-2010..     12.05      10.85       1.20        11.03       -.38
  20 years: 1996-2015..     11.80      10.89        .91         8.35       -.77
  25 years: 1996-2020..     11.67      11.15        .52         4.65      -1.15
  30 years: 1996-2025..     11.59      11.50        .09          .81      -1.54
  35 years: 1996-2030..     11.55      11.86       -.31        -2.63      -1.92
  40 years: 1996-2035..     11.52      12.18       -.66        -5.39      -2.31
  45 years: 1996-2040..     11.51      12.43       -.92        -7.40      -2.69
  50 years: 1996-2045..     11.49      12.61      -1.12        -8.87      -3.08
  55 years: 1996-2050..     11.48      12.77      -1.28       -10.05      -3.46
  60 years: 1996-2055..     11.48      12.92      -1.44       -11.12      -3.85
  65 years: 1996-2060..     11.48      13.06      -1.58       -12.13      -4.23
  70 years: 1996-2065..     11.47      13.20      -1.72       -13.06      -4.62  
  75 years: 1996-2070..     11.47      13.33      -1.85       -13.90      -5.00
DI:     
  10 years: 1996-2005..      1.93       1.89        .04         2.28        .00
  15 years: 1996-2010..      1.90       1.95       -.05        -2.41       -.38
  20 years: 1996-2015..      1.88       1.99       -.11        -5.61       -.77
  25 years: 1996-2020..      1.87       2.03       -.16        -7.75      -1.15
  30 years: 1996-2025..      1.87       2.06       -.19        -9.44      -1.54
  35 years: 1996-2030..      1.86       2.09       -.22       -10.76      -1.92
  40 years: 1996-2035..      1.86       2.10       -.24       -11.48      -2.31
  45 years: 1996-2040..      1.86       2.11       -.25       -12.02      -2.69
  50 years: 1996-2045..      1.86       2.13       -.27       -12.70      -3.08
  55 years: 1996-2050..      1.86       2.14       -.29       -13.45      -3.46
  60 years: 1996-2055..      1.86       2.16       -.31       -14.14      -3.85
  65 years: 1996-2060..      1.86       2.18       -.32       -14.70      -4.23
  70 years: 1996-2065..      1.85       2.19       -.33       -15.14      -4.62
  75 years: 1996-2070..      1.85       2.20       -.34       -15.54      -5.00
OASDI:
  10 years: 1996-2005..     14.51      13.04       1.47        11.29        .00
  15 years: 1996-2010..     13.95      12.80       1.15         8.98       -.38
  20 years: 1996-2015..     13.68      12.88        .80         6.19       -.77
  25 years: 1996-2020..     13.54      13.18        .36         2.74      -1.15
  30 years: 1996-2025..     13.46      13.56       -.10         -.75      -1.54
  35 years: 1996-2030..     13.41      13.95       -.54        -3.85      -1.92
  40 years: 1996-2035..     13.38      14.28       -.90        -6.29      -2.31
  45 years: 1996-2040..     13.37      14.54      -1.17        -8.07      -2.69
  50 years: 1996-2045..     13.35      14.74      -1.39        -9.42      -3.08
  55 years: 1996-2050..     13.34      14.91      -1.57       -10.54      -3.46
  60 years: 1996-2055..     13.33      15.08      -1.74       -11.56      -3.85
  65 years: 1996-2060..     13.33      15.24      -1.90       -12.50      -4.23
  70 years: 1996-2065..     13.33      15.38      -2.06       -13.36      -4.62
  75 years: 1996-2070..     13.33      15.52      -2.19       -14.13      -5.00
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Note: Totals do not necessarily equal the sums of rounded components.