2007 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 (1996-2006) and the projection period (2007-16), under all three sets of assumptions.

Historical trust fund ratios
Calendar
year
OASI
DI
1996
149%
83%
1997
160%
113%
1998
177%
133%
1999
201%
152%
2000
223%
171%
2001
247%
193%
2002
272%
208%
2003
300%
219%
2004
322%
218%
2005
340%
212%
2006
361%
207%

Projected trust fund ratios
Calendar
year
OASI
DI
I
II
III
I
II
III
2007
375%
375%
375%
203%
200%
193%
2008
398%
397%
392%
204%
197%
182%
2009
419%
414%
403%
204%
190%
165%
2010
439%
428%
412%
205%
183%
146%
2011
458%
441%
412%
209%
177%
126%
2012
476%
451%
407%
211%
169%
102%
2013
491%
458%
401%
214%
160%
79%
2014
503%
462%
395%
218%
151%
55%
2015
513%
463%
390%
222%
141%
30%
2016
521%
462%
382%
227%
130%
5%

RETURN TO TRUSTEES REPORT.