2004 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 (1993-2003) and the projection period (2004-2013), under all three sets of assumptions.

Historical trust fund ratios
Calendar
year
OASI
DI
1993
117%
35%
1994
130%
130%
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%

Projected trust fund ratios
Calendar
year
OASI
DI
I
II
III
I
II
III
2004
322%
322%
321%
226%
223%
215%
2005
347%
345%
338%
232%
224%
204%
2006
376%
371%
357%
241%
226%
192%
2007
405%
396%
378%
249%
226%
179%
2008
434%
418%
391%
257%
223%
160%
2009
462%
438%
396%
261%
215%
136%
2010
488%
456%
402%
271%
212%
114%
2011
512%
471%
408%
283%
208%
93%
2012
534%
483%
414%
293%
201%
71%
2013
554%
492%
417%
306%
194%
48%

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