| Table 7 | ||||||||||||||
| Benefits Paid to Transition Retirees -- 10% Return | ||||||||||||||
| Col. ID | K | L | M | N | O | P | Q | R | S | T | U | V | ||
| Projections for OASI 85.5% of OASDI | <--First Year Benefits for Transition Retirees--> | Total Annual Expected Benefits to All Transition Retirees | ||||||||||||
| Year | Projected Income | Promised Benefits | Benefits Paid to Retirees Who Retired Before 2004 | Benefits Programmed to Transition Retirees 2004-43 | Benefits Programmed to This Years Retirees | Annuity Required To Replace Benefits @ 0% | 1st Year Annuity Initial Benefit @ 6.5% | Benefits Paid to This Year's Retirees from SS Funds | Total Benefits for This Years Retirees | From Stock Funds | From SS Funds | Total | ||
| 2004 | $562 | $427 | $397 | $30 | $30 | $0 | $0 | $30 | $30 | $0 | $30 | $30 | ||
| 2005 | $510 | $450 | $388 | $62 | $32 | $0 | $0 | $32 | $32 | $0 | $62 | $62 | ||
| 2006 | $543 | $469 | $372 | $97 | $33 | $0 | $0 | $33 | $33 | $0 | $97 | $97 | ||
| 2007 | $570 | $468 | $335 | $133 | $33 | $0 | $0 | $33 | $33 | $0 | $133 | $133 | ||
| 2008 | $601 | $518 | $345 | $173 | $36 | $0 | $0 | $36 | $36 | $0 | $173 | $173 | ||
| 2009 | $630 | $550 | $334 | $216 | $39 | $0 | $0 | $39 | $39 | $0 | $216 | $216 | ||
| 2010 | $662 | $583 | $320 | $264 | $41 | $0 | $0 | $41 | $41 | $0 | $264 | $264 | ||
| 2011 | $696 | $621 | $305 | $315 | $43 | $0 | $0 | $43 | $43 | $0 | $315 | $315 | ||
| 2012 | $730 | $663 | $292 | $371 | $46 | $0 | $0 | $46 | $46 | $0 | $371 | $371 | ||
| 2013 | $761 | $709 | $282 | $426 | $50 | $0 | $0 | $50 | $50 | $0 | $426 | $426 | ||
| 2014 | $800 | $758 | $272 | $486 | $53 | $0 | $0 | $53 | $53 | $0 | $486 | $486 | ||
| 2015 | $837 | $810 | $262 | $550 | $57 | $0 | $0 | $57 | $57 | $0 | $550 | $550 | ||
| 2016 | $878 | $873 | $243 | $619 | $61 | $0 | $0 | $61 | $61 | $0 | $619 | $619 | ||
| 2017 | $920 | $936 | $223 | $694 | $66 | $0 | $0 | $66 | $66 | $0 | $694 | $694 | ||
| 2018 | $961 | $999 | $200 | $774 | $70 | $0 | $0 | $70 | $70 | $0 | $774 | $774 | ||
| 2019 | $1,003 | $1,063 | $174 | $860 | $74 | $0 | $0 | $74 | $74 | $0 | $860 | $860 | ||
| 2020 | $1,044 | $1,127 | $144 | $952 | $79 | $0 | $0 | $79 | $79 | $0 | $952 | $952 | ||
| 2021 | $1,094 | $1,209 | $109 | $1,051 | $85 | $0 | $0 | $85 | $85 | $0 | $1,051 | $1,051 | ||
| 2022 | $1,143 | $1,290 | $67 | $1,157 | $90 | $0 | $0 | $90 | $90 | $0 | $1,157 | $1,157 | ||
| 2023 | $1,193 | $1,372 | $19 | $1,270 | $96 | $0 | $0 | $96 | $96 | $0 | $1,270 | $1,270 | ||
| 2024 | $1,243 | $1,453 | $18 | $1,346 | $102 | $0 | $0 | $102 | $102 | $0 | $1,346 | $1,346 | ||
| 2025 | $1,293 | $1,535 | $12 | $1,426 | $107 | $0 | $0 | $107 | $107 | $0 | $1,426 | $1,426 | ||
| 2026 | $1,353 | $1,613 | $3 | $1,513 | $113 | $0 | $0 | $113 | $113 | $0 | $1,513 | $1,513 | ||
| 2027 | $1,414 | $1,712 | $0 | $1,608 | $120 | $0 | $0 | $120 | $120 | $0 | $1,608 | $1,608 | ||
| 2028 | $1,474 | $1,810 | $0 | $1,707 | $127 | $0 | $0 | $127 | $127 | $0 | $1,707 | $1,707 | ||
| 2029 | $1,535 | $1,908 | $0 | $1,812 | $134 | $0 | $0 | $134 | $134 | $0 | $1,812 | $1,812 | ||
| 2030 | $1,595 | $2,007 | $0 | $1,923 | $140 | $0 | $0 | $140 | $140 | $0 | $1,923 | $1,923 | ||
| 2031 | $1,670 | $2,126 | $0 | $2,041 | $149 | $0 | $0 | $149 | $149 | $0 | $2,041 | $2,041 | ||
| 2032 | $1,743 | $2,225 | $0 | $2,165 | $156 | $0 | $0 | $156 | $156 | $0 | $2,165 | $2,165 | ||
| 2033 | $1,818 | $2,323 | $0 | $2,293 | $163 | $0 | $0 | $163 | $163 | $0 | $2,293 | $2,293 | ||
| 2034 | $1,893 | $2,475 | $0 | $2,256 | $0 | $0 | $0 | $0 | $0 | $0 | $2,256 | $2,256 | ||
| 2035 | $1,968 | $2,587 | $0 | $2,213 | $0 | $0 | $0 | $0 | $0 | $0 | $2,213 | $2,213 | ||
| 2036 | $2,060 | $2,712 | $0 | $2,164 | $0 | $0 | $0 | $0 | $0 | $0 | $2,164 | $2,164 | ||
| 2037 | $2,151 | $2,837 | $0 | $2,109 | $0 | $0 | $0 | $0 | $0 | $0 | $2,109 | $2,109 | ||
| 2038 | $2,243 | $2,962 | $0 | $2,046 | $0 | $0 | $0 | $0 | $0 | $0 | $2,046 | $2,046 | ||
| 2039 | $2,334 | $3,087 | $0 | $1,976 | $0 | $0 | $0 | $0 | $0 | $0 | $1,976 | $1,976 | ||
| 2040 | $2,426 | $3,212 | $0 | $1,900 | $0 | $0 | $0 | $0 | $0 | $0 | $1,900 | $1,900 | ||
| 2041 | $2,538 | $3,361 | $0 | $1,814 | $0 | $0 | $0 | $0 | $0 | $0 | $1,814 | $1,814 | ||
| 2042 | $2,650 | $3,510 | $0 | $1,720 | $0 | $0 | $0 | $0 | $0 | $0 | $1,720 | $1,720 | ||
| 2043 | $2,763 | $3,660 | $0 | $1,616 | $0 | $0 | $0 | $0 | $0 | $0 | $1,616 | $1,616 | ||
| 2044 | $2,875 | $3,809 | $0 | $1,504 | $0 | $0 | $0 | $0 | $0 | $0 | $1,504 | $1,504 | ||
| 2045 | $2,987 | $3,959 | $0 | $1,382 | $0 | $0 | $0 | $0 | $0 | $0 | $1,382 | $1,382 | ||
| 2046 | $3,123 | $4,144 | $0 | $1,250 | $0 | $0 | $0 | $0 | $0 | $0 | $1,250 | $1,250 | ||
| 2047 | $3,260 | $4,329 | $0 | $1,108 | $0 | $0 | $0 | $0 | $0 | $0 | $1,108 | $1,108 | ||
| 2048 | $3,396 | $4,514 | $0 | $954 | $0 | $0 | $0 | $0 | $0 | $0 | $954 | $954 | ||
| 2049 | $3,532 | $4,699 | $0 | $788 | $0 | $0 | $0 | $0 | $0 | $0 | $788 | $788 | ||
| 2050 | $3,668 | $4,884 | $0 | $611 | $0 | $0 | $0 | $0 | $0 | $0 | $611 | $611 | ||
| 2051 | $3,835 | $5,118 | $0 | $419 | $0 | $0 | $0 | $0 | $0 | $0 | $419 | $419 | ||
| 2052 | $4,001 | $5,352 | $0 | $216 | $0 | $0 | $0 | $0 | $0 | $0 | $216 | $216 | ||
| 2053 | $4,168 | $5,586 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2054 | $4,334 | $5,820 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2055 | $4,501 | $6,054 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2056 | $4,705 | $6,348 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2057 | $4,908 | $6,642 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2058 | $5,112 | $6,936 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2059 | $5,316 | $7,229 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2060 | $5,520 | $7,523 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2061 | $5,780 | $7,891 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2062 | $6,040 | $8,259 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2063 | $6,301 | $8,627 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2064 | $6,561 | $8,994 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2065 | $6,821 | $9,362 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2066 | $7,117 | $9,817 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2067 | $7,413 | $10,271 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2068 | $7,708 | $10,726 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2069 | $8,004 | $11,180 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2070 | $8,299 | $11,635 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2071 | $8,674 | $12,191 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2072 | $9,048 | $12,748 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2073 | $9,423 | $13,304 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2074 | $9,797 | $13,861 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2075 | $10,172 | $14,417 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2076 | $10,630 | $15,104 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2077 | $11,087 | $15,791 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2078 | $11,545 | $16,478 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2079 | $12,002 | $17,165 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2080 | $12,460 | $17,852 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2081 | $13,021 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2082 | $13,607 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2083 | $14,219 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2084 | $14,859 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2085 | $15,527 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2086 | $16,226 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 2087 | $16,956 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||