Short-Range Actuarial Projections |
|||||
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 |
---|---|---|---|
2005-I
|
340.7
|
208.5
|
318.5
|
2005-II
|
342.0
|
203.8
|
318.4
|
2005-III
|
354.3
|
206.3
|
328.9
|
2005-IV
|
352.8
|
199.3
|
326.2
|
2006-I
|
358.1
|
196.2
|
329.8
|
2006-II
|
358.8
|
190.7
|
329.1
|
2006-III
|
369.5
|
191.1
|
337.7
|
2006-IV
|
367.8
|
183.8
|
334.8
|
2007-I
|
373.6
|
180.0
|
338.6
|
2007-II
|
374.2
|
174.6
|
337.8
|
2007-III
|
385.4
|
174.6
|
346.7
|
2007-IV
|
383.1
|
167.1
|
343.2
|
2008-I
|
388.5
|
162.7
|
346.6
|
2008-II
|
386.9
|
155.7
|
343.6
|
2008-III
|
396.2
|
153.8
|
350.4
|
2008-IV
|
391.2
|
144.9
|
344.4
|
2009-I
|
394.6
|
138.9
|
345.6
|
2009-II
|
390.0
|
131.9
|
340.6
|
2009-III
|
397.1
|
129.4
|
345.9
|
2009-IV
|
390.4
|
121.1
|
339.0
|
2010-I
|
393.8
|
115.5
|
340.7
|
2010-II
|
388.9
|
108.9
|
335.6
|
2010-III
|
397.1
|
106.6
|
341.9
|
2010-IV
|
390.3
|
99.0
|
335.1
|
2011-I
|
393.7
|
92.9
|
336.8
|
2011-II
|
389.1
|
86.6
|
331.9
|
2011-III
|
398.0
|
83.9
|
338.6
|
2011-IV
|
391.3
|
76.5
|
331.8
|
2012-I
|
394.4
|
69.8
|
333.2
|
2012-II
|
389.9
|
63.9
|
328.5
|
2012-III
|
398.5
|
60.8
|
335.2
|
2012-IV
|
391.5
|
53.3
|
328.2
|
2013-I
|
394.6
|
46.2
|
329.6
|
2013-II
|
389.2
|
40.4
|
324.4
|
2013-III
|
397.0
|
36.9
|
330.2
|
2013-IV
|
389.3
|
29.6
|
322.8
|
2014-I
|
391.8
|
22.2
|
323.7
|
2014-II
|
385.8
|
16.5
|
318.0
|
2014-III
|
392.6
|
12.4
|
323.0
|
2014-IV
|
384.3
|
5.2
|
315.1
|
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 high cost set of assumptions.
Sources:
Note: Estimates based on 2005 Trustees Report high cost set of assumptions.