2006 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 (1995-2005) and the projection period (2006-2015), under all three sets of assumptions.

Historical trust fund ratios
Calendar
year
OASI
DI
1995
139%
55%
1996
149%
149%
1997
160%
160%
1998
177%
177%
1999
201%
201%
2000
223%
223%
2001
247%
247%
2002
272%
272%
2003
300%
300%
2004
322%
322%
2005
340%
340%

Projected trust fund ratios
Calendar
year
OASI
DI
I
II
III
I
II
III
2006
355%
355%
355%
207%
203%
197%
2007
376%
375%
370%
206%
198%
183%
2008
397%
394%
382%
208%
192%
166%
2009
418%
410%
393%
212%
187%
148%
2010
438%
425%
395%
215%
179%
126%
2011
458%
438%
392%
224%
174%
103%
2012
476%
449%
390%
231%
166%
80%
2013
492%
456%
389%
242%
158%
56%
2014
505%
460%
386%
253%
149%
31%
2015
517%
462%
381%
265%
139%
6%

RETURN TO TRUSTEES REPORT.