| Table 8 | |||||||||||||
| Funding of Annuities and Stock Fund Accounts -- 10% Return, COLA Reduction = 0% | |||||||||||||
| Col. ID | AA | AB | AC | AD | AE | AF | AG | AH | AI | AJ | AK | AL | AM |
| Funding Annuities for Transition Retirees | |||||||||||||
| Year | OASI Projected Income | Total Annual Benefits Paid to all Retirees from SS Funds | Annual SS Surplus | Cost of Minimum Anniity at 6.5% | Stock Fund Investment per Year Group 1/40th of 0% of OASD | Cumulative Value of Stock Fund for Current Year Retirees (10.0% return) | Funds from Trust Fund for Annuities | Funds Invested in Stock Fund Accounts | Supplement 10 Year Cost =$0 % of OASI =%0 | Short Fall = $0 NPV Short Fall = $0 NPV Supplement = $0 | OASI Trust Fund Year End Balance | Promised Benefits | Total Expected Benefits Paid to All Retirees |
| 2004 | $562 | $427 | $136 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,796 | $427 | $427 |
| 2005 | $510 | $450 | $59 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,951 | $450 | $450 |
| 2006 | $543 | $469 | $74 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,127 | $469 | $469 |
| 2007 | $570 | $468 | $103 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,341 | $468 | $468 |
| 2008 | $601 | $518 | $83 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,547 | $518 | $518 |
| 2009 | $630 | $550 | $80 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,761 | $550 | $550 |
| 2010 | $662 | $583 | $78 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,986 | $583 | $583 |
| 2011 | $696 | $621 | $76 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,222 | $621 | $621 |
| 2012 | $730 | $663 | $67 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,463 | $663 | $663 |
| 2013 | $761 | $709 | $52 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,704 | $709 | $709 |
| 2014 | $800 | $758 | $42 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,949 | $758 | $758 |
| 2015 | $837 | $812 | $25 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,193 | $810 | $812 |
| 2016 | $878 | $862 | $16 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,444 | $873 | $862 |
| 2017 | $920 | $917 | $3 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,697 | $936 | $917 |
| 2018 | $961 | $974 | -$13 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,952 | $999 | $974 |
| 2019 | $1,003 | $1,034 | -$32 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,205 | $1,063 | $1,034 |
| 2020 | $1,044 | $1,096 | -$52 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,454 | $1,127 | $1,096 |
| 2021 | $1,094 | $1,160 | -$66 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,699 | $1,209 | $1,160 |
| 2022 | $1,143 | $1,224 | -$81 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,941 | $1,290 | $1,224 |
| 2023 | $1,193 | $1,289 | -$96 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,181 | $1,372 | $1,289 |
| 2024 | $1,243 | $1,364 | -$121 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,412 | $1,453 | $1,364 |
| 2025 | $1,293 | $1,438 | -$146 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,634 | $1,535 | $1,438 |
| 2026 | $1,353 | $1,516 | -$162 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,846 | $1,613 | $1,516 |
| 2027 | $1,414 | $1,608 | -$194 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,033 | $1,712 | $1,608 |
| 2028 | $1,474 | $1,707 | -$233 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,188 | $1,810 | $1,707 |
| 2029 | $1,535 | $1,812 | -$277 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,308 | $1,908 | $1,812 |
| 2030 | $1,595 | $1,923 | -$328 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,388 | $2,007 | $1,923 |
| 2031 | $1,670 | $2,041 | -$371 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,423 | $2,126 | $2,041 |
| 2032 | $1,743 | $2,165 | -$422 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,407 | $2,225 | $2,165 |
| 2033 | $1,818 | $2,293 | -$475 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,340 | $2,323 | $2,293 |
| 2034 | $1,893 | $2,323 | -$430 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,319 | $2,475 | $2,256 |
| 2035 | $1,968 | $2,349 | -$381 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,359 | $2,587 | $2,213 |
| 2036 | $2,060 | $2,371 | -$311 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,435 | $2,712 | $2,580 |
| 2037 | $2,151 | $2,388 | -$237 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,549 | $2,837 | $2,690 |
| 2038 | $2,243 | $2,400 | -$157 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,700 | $2,962 | $2,808 |
| 2039 | $2,334 | $2,408 | -$73 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,012 | $3,087 | $2,938 |
| 2040 | $2,426 | $2,411 | $15 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,428 | $3,212 | $3,079 |
| 2041 | $2,538 | $2,407 | $131 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,980 | $3,361 | $3,234 |
| 2042 | $2,650 | $2,397 | $254 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,683 | $3,510 | $3,403 |
| 2043 | $2,763 | $2,380 | $383 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,550 | $3,660 | $3,590 |
| 2044 | $2,875 | $2,357 | $518 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,596 | $3,809 | $3,796 |
| 2045 | $2,987 | $2,329 | $658 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,834 | $3,959 | $4,029 |
| 2046 | $3,123 | $2,298 | $825 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,301 | $4,144 | $4,279 |
| 2047 | $3,260 | $2,262 | $997 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,013 | $4,329 | $4,547 |
| 2048 | $3,396 | $2,222 | $1,174 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,987 | $4,514 | $4,834 |
| 2049 | $3,532 | $2,176 | $1,356 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,242 | $4,699 | $5,142 |
| 2050 | $3,668 | $2,126 | $1,542 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,796 | $4,884 | $5,472 |
| 2051 | $3,835 | $2,070 | $1,765 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,700 | $5,118 | $5,825 |
| 2052 | $4,001 | $2,009 | $1,992 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,977 | $5,352 | $6,205 |
| 2053 | $4,168 | $1,945 | $2,223 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,649 | $5,586 | $6,613 |
| 2054 | $4,334 | $1,985 | $2,349 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,630 | $5,820 | $7,010 |
| 2055 | $4,501 | $2,032 | $2,469 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,931 | $6,054 | $7,424 |
| 2056 | $4,705 | $2,084 | $2,621 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,598 | $6,348 | $7,855 |
| 2057 | $4,908 | $2,142 | $2,766 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,644 | $6,642 | $8,303 |
| 2058 | $5,112 | $2,208 | $2,905 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $56,081 | $6,936 | $8,767 |
| 2059 | $5,316 | $2,280 | $3,036 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $61,921 | $7,229 | $9,245 |
| 2060 | $5,520 | $2,360 | $3,160 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $68,177 | $7,523 | $9,736 |
| 2061 | $5,780 | $2,448 | $3,332 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $74,918 | $7,891 | $10,238 |
| 2062 | $6,040 | $2,544 | $3,496 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $82,161 | $8,259 | $10,750 |
| 2063 | $6,301 | $2,649 | $3,651 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $89,920 | $8,627 | $11,268 |
| 2064 | $6,561 | $2,764 | $3,797 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $98,213 | $8,994 | $11,791 |
| 2065 | $6,821 | $2,884 | $3,937 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $107,061 | $9,362 | $12,309 |
| 2066 | $7,117 | $3,008 | $4,108 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $116,522 | $9,817 | $12,848 |
| 2067 | $7,413 | $3,138 | $4,274 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $126,623 | $10,271 | $13,408 |
| 2068 | $7,708 | $3,273 | $4,435 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $137,389 | $10,726 | $13,990 |
| 2069 | $8,004 | $3,413 | $4,591 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $148,849 | $11,180 | $14,596 |
| 2070 | $8,299 | $3,559 | $4,740 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $161,032 | $11,635 | $15,225 |
| 2071 | $8,674 | $3,711 | $4,963 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $174,046 | $12,191 | $15,881 |
| 2072 | $9,048 | $3,869 | $5,179 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $187,927 | $12,748 | $16,562 |
| 2073 | $9,423 | $4,034 | $5,389 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $202,712 | $13,304 | $17,272 |
| 2074 | $9,797 | $4,205 | $5,592 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $218,440 | $13,861 | $18,010 |
| 2075 | $10,172 | $4,384 | $5,788 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $235,150 | $14,417 | $18,778 |
| 2076 | $10,630 | $4,570 | $6,060 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $252,967 | $15,104 | $19,578 |
| 2077 | $11,087 | $4,763 | $6,324 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $271,940 | $15,791 | $20,411 |
| 2078 | $11,545 | $4,964 | $6,580 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $292,117 | $16,478 | $21,278 |
| 2079 | $12,002 | $5,174 | $6,828 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $313,552 | $17,165 | $22,181 |
| 2080 | $12,460 | $5,392 | $7,068 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $336,297 | $17,852 | $23,121 |
| 2081 | $13,021 | $5,620 | $7,401 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $360,513 | $0 | $24,100 |
| 2082 | $13,607 | $5,856 | $7,750 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $386,289 | $0 | $25,119 |
| 2083 | $14,219 | $6,103 | $8,116 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $413,720 | $0 | $26,180 |
| 2084 | $14,859 | $6,359 | $8,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $442,905 | $0 | $27,285 |
| 2085 | $15,527 | $6,626 | $8,901 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $473,951 | $0 | $28,436 |
| 2086 | $16,226 | $6,904 | $9,322 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $506,971 | $0 | $29,634 |
| 2087 | $16,956 | $7,194 | $9,762 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $542,081 | $0 | $30,882 |