VOLUNTARY SAVINGS PLAN

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP78-03089R000100030021-9
• Release Decision: RIFPUB
• Original Classification: K
• Document Page Count: 3
• Document Creation Date: December 12, 2016
• Document Release Date: March 11, 2002
• Sequence Number: 21
• Publication Date: October 1, 1968
• Content Type: OPEN

-Moe
Approved FO 'Release 2002/03/20 : CIA-RDP78-03089 2000100030021-9
Approved For Release 2002/03/20 : CIA-RDP78-03089R000100030021-9
 Approved For R ase 2002/03/ IA-RDP78-03089RQ100030021-9
TA KEST 1 IC _ supervisors:
RETIREMEN
October 1968
VOLUNTARY SAVINGS PLAN
The TAKE STOCK Plan is two years old. At the end of September, 2,652
members were having deductions made--1,934 for Fidelity Trend, 48 for
Puritan, and 670 for both funds.
RESULTS--end of 24 months if you had put $5 a payday in each fund:
Fidelity 8.674 shares purchased
Trend .670 shares added without cost from dividends and
capital gains distributions
9.344 shares credited
$260.00 put in @ $5 per pay period for 52 paydays
$297.98 value of 9.344 shares at bid price 9-30-68. . . $31.89
P/ 14.67 increase over 24-month period
bid price of first purchase on 10-10-66 . . . . $23.26
Puritan 23.493 shares purchased
2,359 shares added without cost from dividends
and capital gains distributions
25.852 shares credited
$260.00 put in @ $5 per pay period for 52 paydays
$306.09 value of 25.852 shares at bid price 9-30-68 . . $11.84
17.77 increase over 24-month period
bid price of first purchase on 10-10-66 . . . . $8.75
Variable Annuity
Unit Value on Sep 30
'68 $1.603 '63 $1.086
'67 1.517 '62 .862
'66 1.192 '61 1.142
'65 1.300 '60 .936
'64 1.215 '59ApgroO((For
-.ddw/- L LKG U lrf-
Comparison of Fixed and Variable Funds
as of 9/30/68
(If $100 a month had gone into both funds
starting in the months shown.)
$ value and average 70
Starting No. of Dollars of growth per year
date months put in Fixed fund Variable fund
Jan '65 45 $ 4,500 $ 4,841 4% $ 5,689 12.9%
Jan '62 81 8,100 9,261 4 12,339 12.5
Rgl set $902/03/2117CIA-RDP!2$'6 9ROIAI 001'1-9 19,892 10.6
 Approved For se 2002/03/20: CIA-RDP7A~Q~3
.Case Histories Based o
Earticipation in Variable Annuity Fund
'lnnuity with same
$'a in fixed fund
Variable Annuity:
Month--Unit Value
Before 1966
25-mo. avg. $1.223
17-mo. avg. 1.255'
10-mo. avg.' 1.283
6--mo. avg. 1.288
1st mo. 1.362
1966
12-mo. avg. 1.313
1967
12 -wo . avg. 1.444
3-mo. avg. 1.518
1968
Ja.n 1.539
Feb 1.437
Mir 1.398
Apr 1.425
!fay 1.517
June 1.580
July 1.571
Aug 1.516
Sep 1.560
W -t
MW M*M
Retiree Retiree Survivor Retiree Retiree
Age 65 Age 63 Age 61 Age 65 Age 60
46.88 units 81.07 units.94.74 units 158.01 units 204.17 units
$52.47 94.00 101.83 $186.42 $245.32
$57.33
$101.74
$122.03
$215.21
61.55 106.44 124.39 207.47
67'.69 ? 117.07 . 136.80 228.17
. 309.93
72.15 124.77 145.80 243.18 314.22
67.37 116.50 136.14 227.06 293.39
65.54 113,34 132.45 . 220.90 285.43
66.80 115.52 135.00 225.16 290.94
71.12 122.98 143.72 239.70 309.73
74.07 128.09 149.69 249.66 322.59
73.65 127.36 148.84 248.23 320.75
71.07 122.90 143.63 239.54 309.52
73.13 . 126.47 1.47.79 246.50 318.51
POST ON BULLETIN BOARDS 10 DAYS
In addition to dollars from variable annuity units, you or your survivor wi.1l. have
income from: (a) IVA's contributions to the Retirement System, (b) contributions
the member has inAp} ove - L4996'2W2 IAl: e4~c r - 0~0~1~(Y ~~ 9in the TAhT STG
Plan, and (d) Social Security.