VOLUNTARY SAVINGS PLAN

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP78-03089R000100030022-8
• Release Decision: RIFPUB
• Original Classification: K
• Document Page Count: 3
• Document Creation Date: December 12, 2016
• Document Release Date: March 11, 2002
• Sequence Number: 22
• Publication Date: July 1, 1968
• Content Type: REPORT

Approved For Rase 2002/03/20 : CIA-RDP78-03089RQ 0100030022-8
Approved For Release 2002/03/20 : CIA-RDP78-03089R000100030022-8
 Approved For F ase 2002/03/20 : CIA-RDP78-03089RW100030022-8
Supervisors:
PLEASE CIRCULATE
July 1968
Almost 200 members have increased their TAKE STOCK deductions since recent
salary increases became effective. At the end of June, 2,599 members were
having deductions made---1,904 for Fidelity Tr^ra,.!r8 for Puritan, and 647
for both funds.
VOLUNTARY SAVINGS PLAN
RESULTS--end of 21 months if you had put $5 a payday in each fund:
Fidelity 7.538 shares purchased
Trend .670 shares added without cost from dividends and
capital gains distributions
8.208 shares credited
$225.00 put in @ $5 per pay period for 45 paydays
$253.05 value of 8.208 shares at bid price 6-30-68.
12.5%..? increase over 21-month period
bid-price of first purchase on 10-10-66 . .
Puritan 20.457 shares purchased
.967 shares added without cost from dividends
and capital gains distributions
21.424 shares credited
$225.00 put in @ $5 per pay period for 45 paydays
$257.30 value of 21.424 shares at bid price 6-30-68
14.4% increase over 21-month period
bid price of first purchase on 10-10-66 . .
Variable Annuity
Unit _Val,tue on Jun 30
'68
$1.571
'63
$1.059
'0
1.444
'62
.843
'66
1.327
'61
1.099
'65
1.223
'60
1.025
'64
1.193
'59
1.068
. .
$30.83
. .
$23.26
. .
$12.01
. .
$8.75
Comparison of Fixed and Variable Funds
as of 6/30/68
(If $100 a month had gone into both funds
starting in the months show-n,)
$ value and averages
%
Starting No. of Dollars of prrasafrh,r yes_r _ ~_
d
a
t
e mont
h
s ?ut
f s r i
xed fund Var? ab lc f
d
,
.
ur )
Jan
'65
42
$ 4, 200
$ 4,496
4%
Jan
'62
78
7,800
8,873
4
Jan
'39
114
1.1,400
13, 796
4
$ 5,217 7.2.87
11,670 1.2.4
18,999 10.5
Approved For Release 2002/03/20 : CIA-RDP78-03089R000100030022-8
 Approved For R
ase 2002/03/20 : CIA-RDP78-03089RQp100030022-8
Case Histories Based on
RETIREMENT
ble A
i
ri
it
F
d
P
ti
i
ti
V
f
n
a
a
nnu
y
un
ar
c
pa
on
I(tITWIEIE
TENNESSEE 313G1
_ ~_ a _. ..._ a.,._ ,_...,...... .R . ,
.
Retiree Retiree
Survivor Retiree-
Retiree
Age 65 Age 63 Age 61 Age 65 Age 60
46.88 units 81.07 units 94.74 units 1.58.01 units 204.17 units
Annuity with same
$'s in fixed fund
$52.47
$94.00
$101.83
$186.42
$245.32
Variable Annuity:
Month----Unit Value
Before 1966
25-mo
avg
223
$1
33
$57
TCT*L"9 ~']~T (
.
.
17-ono. avg.
.
1.255
.
$101.74 l~ru'r`d J(.ly 156L/
10?-ino. avg.
1.283
6-mo. avg.
1.288
$122.03 /
t(Trd dQ /9c-'
1st tno.
1.362
$21.5 .21 R-,h =~/UGY !~C
1.966
12-mo. avg.
1.313
61.55
106.44
124.39
207.47
1967
12-?mo, avg.
1.444
67'.69
117.07
136.80
228.17
3--mo. avg.
1.51.8
309.93
1968
Jan
1,539
72.15
124.77
145.80
243.1.8
31.4.22
Feb
1.437
67.37
116.50
136.14
227.06
293.39
Mar
1.398
65'.54
113.34
132.45
220.90
285 .4 3
Apr
1.425
66.80
11.5.`2
135.00
225.16
290.94
May
1.51.7
71.12
122.98
143.72
239.70
309.73
June
1.580
74.07
1'28.09
149.69
249.66
322.59
July
1.571
73.65
127.36
148.84
248.23
320.75
Aug
1..516
71.07
122.90
143.63
239.54
309.52
Sep
1.560
73.13
1.26.47
147.79
246.50
318.51
Z yG G (11 173 lntrcass
3y~o OPIV 3; i~v 50co
in addition to dollars from variable annuity units, you or your survivor will have
3_T'if'CiSi e fro il: (a) IA's contributions to the Retirellierit System, (b) contributions
the Iembe-e Eris in the fixed annuity fund, (c) any monies invested in the TAKE S TOG.
Plan., and (d) Social Security.
-qs
Approved For Release 2002/03/20 : CIA-RDP78-03089R000100030022-8