Short-Range Actuarial Projections
of the Old-Age, Survivors, and
Disability Insurance Program, 2005

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ACTUARIAL STUDY NO. 119
by Chris Motsiopoulos
and Richard B. Tucker

V.A13.—Trust Fund Ratios 1 of the OASI, DI, and Combined Trust Funds
(Low cost alternative, calendar quarters 2005-14)
Calendar period
OASI Trust Fund
DI Trust Fund
OASI and DI Trust
Funds, combined
2005-I
341.1
218.9
321.3
2005-II
343.1
217.3
322.7
2005-III
356.4
223.4
334.8
2005-IV
356.5
219.9
334.2
2006-I
363.8
220.7
340.3
2006-II
366.7
219.9
342.6
2006-III
380.7
226.4
355.3
2006-IV
380.6
223.0
354.6
2007-I
388.2
223.9
361.1
2007-II
391.2
223.2
363.4
2007-III
405.2
229.3
376.0
2007-IV
405.0
226.0
375.3
2008-I
412.9
227.0
382.0
2008-II
415.4
225.5
383.7
2008-III
429.5
230.9
396.3
2008-IV
428.6
226.9
394.8
2009-I
436.5
227.5
401.4
2009-II
438.1
227.2
402.8
2009-III
451.9
234.0
415.5
2009-IV
450.1
231.2
413.8
2010-I
458.2
233.4
421.1
2010-II
458.7
233.2
421.6
2010-III
472.4
240.6
434.4
2010-IV
470.2
238.4
432.5
2011-I
478.0
241.0
439.6
2011-II
478.0
240.5
439.5
2011-III
491.4
247.8
452.1
2011-IV
488.6
245.4
449.5
2012-I
495.7
247.6
455.9
2012-II
495.0
247.9
455.6
2012-III
508.0
255.9
468.0
2012-IV
504.0
253.7
464.6
2013-I
510.7
256.5
470.9
2013-II
509.1
257.0
469.8
2013-III
521.7
265.5
482.0
2013-IV
517.0
263.4
477.9
2014-I
523.4
266.5
484.0
2014-II
521.0
267.0
482.3
2014-III
533.2
275.7
494.1
2014-IV
527.6
273.5
489.3

1Represents assets at beginning of period, plus advance tax transfers (if applicable), as a percentage of disbursements during the following 12-month period

Sources:

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

V.A14.—Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds
(Low cost alternative, calendar years 2005-14)
[As a percentage of taxable payroll]
Year
OASI Trust Fund
DI Trust Fund
Total
Income rate
Cost rate
Balance
Income rate
Cost rate
Balance
Income rate
Cost rate
Balance
2005
10.90
9.29
1.61
1.82
1.80
0.03
12.72
11.08
1.63
2006
10.90
9.12
1.79
1.82
1.79
.04
12.73
10.90
1.82
2007
10.91
9.00
1.91
1.83
1.78
.04
12.74
10.78
1.96
2008
10.95
8.92
2.02
1.83
1.78
.05
12.78
10.70
2.08
2009
10.93
8.91
2.02
1.83
1.80
.03
12.76
10.71
2.05
2010
10.95
8.94
2.00
1.83
1.77
.06
12.78
10.72
2.06
2011
10.99
9.02
1.97
1.83
1.75
.09
12.82
10.77
2.05
2012
11.01
9.15
1.86
1.84
1.75
.09
12.85
10.90
1.95
2013
11.03
9.32
1.71
1.84
1.73
.10
12.87
11.06
1.81
2014
11.04
9.51
1.53
1.84
1.72
.11
12.88
11.24
1.65

Sources:

Note: Estimates based on 2005 Trustees Report low cost set of assumptions.

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