Average IA Contribution = 5.1% Benefit Offset 100.0% Ultimate With Ultimate Real Trust Fund Interest Rate 3.0 With Ultimate Real IA Net Yield Rate of: 5.025 With Offset Annuity Net Yield Rate of: 5.025
Year
IA/Annuity Balance at End of Year
Amount Contributed to IA: Percent from UB = 100
Benefit Offset to OASDI Benefit Due to IA
Other Changes in OASDI Cash Flow
Change in Annual UB Cash Flow
Change in Debt Held by Public 1 (EOY)
Change in Annual UB Balance
(Billions of Constant 2003 Dollars)
2004
0.0
0.0
0.0
0.0
0.0
0.0
0.0
2005
206.7
198.7
0.0
0.0
-198.7
204.7
-204.7
2006
442.4
216.2
0.0
0.0
-216.2
434.0
-235.1
2007
699.7
225.3
0.0
0.0
-225.3
679.8
-258.5
2008
979.5
234.1
0.0
0.0
-234.1
942.4
-282.4
2009
1,282.3
242.5
0.0
0.0
-242.5
1,221.7
-306.8
2010
1,609.0
250.6
0.0
0.0
-250.6
1,518.0
-331.7
2011
1,959.1
257.6
0.2
0.0
-257.4
1,830.1
-356.3
2012
2,331.0
264.0
2.5
0.0
-261.6
2,155.7
-379.0
2013
2,725.4
270.4
5.2
0.0
-265.2
2,494.8
-401.9
2014
3,142.2
276.4
8.5
0.0
-267.9
2,846.7
-424.6
2015
3,581.7
282.2
12.4
0.0
-269.8
3,210.9
-447.1
2016
4,043.4
287.2
16.8
0.0
-270.4
3,586.2
-468.8
2017
4,527.5
292.1
22.0
0.0
-270.1
3,972.0
-490.3
2018
5,034.8
296.8
27.8
0.0
-269.0
4,368.2
-511.9
2019
5,565.7
301.5
34.3
0.0
-267.2
4,774.4
-533.4
2020
6,120.4
306.2
41.7
0.0
-264.5
5,190.0
-554.7
2021
6,699.3
310.8
49.9
0.0
-260.9
5,614.4
-575.6
2022
7,302.5
315.4
59.1
0.0
-256.3
6,046.9
-596.0
2023
7,930.4
320.1
69.2
0.0
-250.9
6,486.7
-615.9
2024
8,583.1
324.7
80.3
0.0
-244.4
6,933.0
-635.2
2025
9,260.6
329.3
92.3
0.0
-237.1
7,385.2
-654.1
2026
9,963.2
334.0
105.3
0.0
-228.7
7,842.3
-672.2
2027
10,690.8
338.7
119.5
0.0
-219.3
8,303.4
-689.5
2028
11,443.4
343.6
134.9
0.0
-208.7
8,767.5
-705.9
2029
12,221.0
348.5
151.6
0.0
-196.9
9,233.3
-721.2
2030
13,023.5
353.5
169.5
0.0
-183.9
9,699.8
-735.4
2031
13,850.8
358.6
188.9
0.0
-169.7
10,165.6
-748.3
2032
14,702.4
363.8
209.7
0.0
-154.1
10,629.3
-759.8
2033
15,578.2
369.1
231.9
0.0
-137.2
11,089.5
-769.7
2034
16,477.6
374.5
255.7
0.0
-118.7
11,544.4
-777.9
2035
17,400.0
379.9
279.1
0.0
-100.7
11,994.5
-786.3
2036
18,344.8
385.3
303.9
0.0
-81.4
12,438.2
-793.1
2037
19,311.2
390.8
330.0
0.0
-60.9
12,874.0
-798.1
2038
20,298.3
396.4
357.4
0.0
-39.0
13,300.4
-801.3
2039
21,305.1
402.0
386.4
0.0
-15.7
13,715.5
-802.5
2040
22,330.4
407.7
416.7
0.0
9.1
14,117.7
-801.6
2041
23,372.8
413.3
448.6
0.0
35.3
14,504.9
-798.4
2042
24,430.9
419.1
482.0
0.0
62.9
14,875.2
-792.8
2043
25,502.9
424.8
517.0
0.0
92.2
15,226.5
-784.6
2044
26,587.0
430.6
553.6
0.0
123.0
15,556.7
-773.6
2045
27,681.2
436.5
590.0
0.0
153.5
15,865.3
-761.7
2046
28,785.0
442.3
625.9
0.0
183.6
16,152.1
-748.9
2047
29,896.3
448.2
663.2
0.0
215.0
16,415.3
-733.6
2048
31,012.4
454.1
701.8
0.0
247.7
16,652.6
-715.4
2049
32,126.1
460.1
745.4
0.0
285.3
16,858.3
-690.8
2050
33,235.8
466.2
789.0
0.0
322.8
17,031.6
-664.3
2051
34,341.6
472.2
830.8
0.0
358.6
17,173.2
-637.7
2052
35,442.1
478.4
872.4
0.0
394.0
17,282.6
-609.6
2053
36,546.5
484.7
905.3
0.0
420.6
17,367.8
-588.6
2054
37,654.4
491.0
937.4
0.0
446.4
17,429.0
-567.1
2055
38,765.9
497.4
974.1
0.0
476.7
17,460.9
-539.5
2056
39,881.0
504.0
1,010.2
0.0
506.2
17,463.4
-511.0
2057
40,999.7
510.6
1,045.6
0.0
535.0
17,436.3
-481.5
2058
42,122.5
517.4
1,080.2
0.0
562.8
17,379.6
-451.2
2059
43,249.5
524.2
1,113.9
0.0
589.7
17,293.6
-420.2
2060
44,381.5
531.1
1,146.7
0.0
615.6
17,178.4
-388.5
2061
45,518.9
538.1
1,178.4
0.0
640.3
17,034.3
-356.2
2062
46,662.6
545.2
1,209.0
0.0
663.8
16,861.5
-323.4
2063
47,813.5
552.3
1,238.4
0.0
686.1
16,660.7
-290.3
2064
48,972.8
559.6
1,266.6
0.0
707.0
16,432.3
-256.8
2065
50,141.7
566.9
1,301.8
0.0
734.9
16,168.3
-214.6
2066
51,321.6
574.3
1,336.2
0.0
761.9
15,868.6
-171.2
2067
52,514.0
581.7
1,369.6
0.0
787.8
15,533.2
-126.8
2068
53,720.8
589.3
1,402.0
0.0
812.7
15,162.1
-81.3
2069
54,943.8
596.9
1,433.5
0.0
836.6
14,755.2
-34.8
2070
56,184.9
604.6
1,464.0
0.0
859.4
14,312.7
12.7
2071
57,446.2
612.4
1,493.5
0.0
881.1
13,834.6
61.3
2072
58,729.9
620.2
1,522.0
0.0
901.7
13,320.8
110.8
2073
60,038.5
628.2
1,549.5
0.0
921.3
12,771.5
161.4
2074
61,374.1
636.2
1,576.1
0.0
939.9
12,186.5
213.0
2075
62,739.2
644.3
1,601.8
0.0
957.5
11,565.8
265.7
2076
64,136.4
652.5
1,626.7
0.0
974.2
10,909.3
319.6
2077
65,568.1
660.7
1,650.9
0.0
990.1
10,216.8
374.8
2078
67,036.8
669.2
1,674.4
0.0
1,005.3
9,487.8
431.4
1 Including Social Security Transition Bonds. Based on Intermediate Assumptions of the 2003 Trustees Report.
Office of the Chief Actuary Social Security Administration September 9, 2003