[Railroad Retirement Board Annual Report for Fiscal Year Ending June 30, 1978]
[From the U.S. Government Publishing Office, www.gpo.gov]
e> x/, -------------------------------- Normal benefits
/ for unemployment
/ 52.0% * \
Interest on debt --< ______________________I
. ~o, H. __________J Normal benefits
—"/yn 28-4% / for
6.5% // / / sickness
Repayment to ---5% / / I /
Railroad Retirement Account \ / / / /
/n06l 34,670 299
1974-75 ........... 1,160,312 359,826 101,677 1 ’ 291 102 5 619 6,677 33,541 277
1975-76 ............. 1.182 028 3“'428 '“.SOS 56.743 223.338 291.102 5,619
July-Sept. 1976 .... 1,186.012 364,667 99,946 *89. 292 653 6 206 6.298 31,566 243
"::::::::::::::::::: iXSX iXX? X SIS m,c 5,30 30,24
AVERAGE AMOUNT
■Si 71 S157 $66 $82 $92 $91 $124 $89 $87
1968-69 ...................... 5 m $ 57 $ 144 1{)2 100
1969-70 ........................... J2* 62 112 n0
1970-71 ........................... 201 186 65 ^5 m
1971-72 .......................... 272 257 66 128 162 143 194 139 133
I972"73 ........................... 299 288 66 142 183 162 216 154 49
1973-74 ............................ Hl 309 62 153 233 200 234 206 187
1974-75 ......................... ||9 3°9 165 250 212 252 227 207
1975-76 ........................... 857 329 250 230 206
July-Sept. 1976 ................... 361 331 275 248 223
:::::::::::::: : ::: ’ ’ ’ ■ • ■ • 55 191 285 242 301 269 24}-1 Figures include annuities temporarily being paid at spouse annuity rates, pending final adjudication of survivor annuities. NOTE.—Data exclude survivor (option) annuities. On September 30, 1978, there were 358 option annuities in current-payment status averaging $96. Figures for widows include a smallnumber of widowers.
APPENDIX TABLES 71
Table 10.—Number and average amount of retirement and survivor annuities in current-payment status on September 30, 1978, by type of annuity and by status of annuitant under Social Security Act . ...... । x. u t i Annuitants not receiving social se-
Total Annuitants receiving social security benefits curity benefits
TVDe of annuitv Average Average Average Average
lype or annuiry railroad Percent railroad social Numhor railroad
Number retirement Number Of tota| retirement security retirement
annuity annuity benefit annuity
EMPLOYEE ANNUITIES
All retirements................. 460,000 $409 191,900 42 $288 $197 268,200 $495
FU|| age..................... 294,600 450 113,600 39 328 196 180,900 527
Reduced age................... 67,200 270 45,000 67 213 206 22,200 384
Disability .................. ‘98,300 380 33,300 34 253 186 65,000 446
Immediate retirements2 ......... 352,600 471 109,200 31 380 155 243,400 512
Full age..................... 250,500 493 77,600 31 402 157 172,800 534
Reduced age................... 29,500 386 13,800 47 333 161 15,800 432
Disability ................... 72,600 431 17,800 25 324 143 54,700 466
Deferred retirements2 ............ 107,400 205 82,600 77 167 251 24,800 331
Full age...................... 44,100 209 36,000 82 171 279 8,100 378
Reduced age................... 37,700 179 31,200 83 160 226 6,500 267
Disability ................... 25,700 236 15,400 60 171 236 10,200 334
SPOUSE ANNUITIES
Total........................... 232,500 191 150,800 65 157 161 81,600 254
Full rate.................... 115,500 227 69,200 60 184 176 46,300 291
Reduced rate................. 117,000 156 81,600 70 135 149 35,300 204
See footnotes at end of table.
72 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 10.__Number and average amount of retirement and survivor annuities in current-payment status on September 30, 1978, by type of
annuity and by status of annuitant under Social Security Act—Continued
....... Annuitants not receiving social se-
Total Annuitants receiving social security benefits curity benefits
-r . Average Average Average Average
Type of annuity Percent rai|road social Number railroad
Number Number of tota| retirement security Numoer retirement
annuity annuity benefit annuity
SURVIVOR ANNUITIES3
Total........................... 332,700 $283 136,600 41 $196 $184 196,100 $344
Aged widows4 ................. 290,100 285 131,800 45 198 185 158,400 358
Disabled widows4'5 ............. 6,500 242 1,800 5 800 304
Widowed mothers4 ............... 5,900 301 100 2 174 184 5,800
Children: Qnn ■?«? 600 4 179 127 13,300 287
Under age 18 ................. 13,900 282 600 4 i -
Full-time students aged 18-22 . 6,100 300 400 8 400 254
Over 18 and disabled....... 10,200 234 1.900 18_________143__________125_________8’400 254
1 Includes 55,300 annuities now payable as age annuities. 3 Excludes interim widows’, survivor (option) and parents’ annuities.
2 Retirement is considered immediate if the annuity began in the calendar year of employee’s « Includes widowers.
last railroad service or in the following year; all others are considered deferred. 5 Includes 4,100 annuities now payable as aged widows’ annuities.
APPENDIX TABLES 73
Table 11.—Retirement and survivor benefit payments, by type of benefit and by fiscal year, 1969-78
(In millions)
Retirement Survivor
Regular suonle- Annuities Lump-sum
Fiscal year Total1 Total employee ™e. Spouse Annuities death benefits
annuities । annu-
and 'ties Total2 Aged a Disabled Widowed Chil- Insur- Resid-
pensions annuities widows'3 widows’3 mothers’3 dren’s ance ual
Cumulative 1937-78.... $44,716.5 $33,475.5 $27,347.6 $897.1 $5,230.8 4$10,561.8 $8,751.5 $95.9 $403.8 $1,228.0 $302.0 $376.4
1968-69 ....... 1,535.8 1,149.1 903.0 37.8 208.3 361.9 298.4 2.9 14.3 44.6 11.3 13.5
1969-70 ....... 1,593.5 1,177.0 914.5 48.6 213.9 391.0 323.5 3.5 15.1 47.3 11.6 13.9
1970-71 ....... 1,909.7 1,435.0 1,117.2 61.3 256.4 448.7 373.4 4.5 16.3 53.0 11.1 15.0
1971-72 ....... 2,121.9 1,603.4 1,248.3 72.6 282.5 486.3 407.8 5.2 16.3 55.6 12.6 19.6
1972-73 ....... 2,456.8 1,831.3 1,430.5 81.4 319.4 598.7 509.6 6.7 18.0 62.9 10.9 15.9
1973-74 ....... 2,670.5 1,961.3 1,531.7 89.5 340.1 681.4 587.3 8.2 19.5 65.1 11.8 16.1
1974-75 ....... 3,060.4 2,222.4 1,737.9 100.3 384.2 811.4 700.6 11.2 21.1 77.2 11.6 15.0
1975-76 ....... 3,469.5 2,481.3 1,928.3 112.3 440.7 964.0 831.8 14.1 22.4 94.5 10.6 13.1
July-Sept. 1976 .. 916.9 652.9 505.6 28.6 118.7 257.3 222.6 4.0 5.8 24.6 3.5 3.2
1976-77 ....... 3,786.9 2,712.0 2,096.1 116.7 499.1 1,054.6 913.4 16.9 23.4 99.7 9.9 10.4
1977-78 ....... 3,988.1 2,853.1 2,207.2 116.6 529.3 1,118.3 972.1 18.7 23.5 102.9 9.0 7.7
1 Includes a small amount of payments for hospital insurance benefits for services in Canada. 4 Includes $4.2 million in death-benefit annuities under the 1935 Act, $59.1 million in 2 Includes survivor (option) and parents’ annuities. survivor (option) annuities, and $19.3 million in parents' annuities.
3 Includes amounts paid to widowers.
74 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 12.—Insurance lump-sum benefits and residual payments awarded, fiscal years 1969-78
Fiscal year Total Status of employee at death
Nonretired Retired
Number Average amount Number Average amount Number Average amount
INSURANCE LUMP SUMS1
. . 527,125 147,772 379,353
1968-69 16,516 $680 2,793 $810 13,723 $654
1969-70 15,465 698 2,608 835 12,857 670
1970-71 15,277 705 2,498 860 12,779 674
1971-72 16,150 714 2,452 873 13,698 686
1972-73 14,348 728 1,991 902 12,357 700
1973-74 15,128 734 1,903 928 13,225 706
1974-75 13,902 743 1,613 962 12,289 715
1975-76 12,353 753 1,293 987 11,060 726
July-Sept. 1976 4,150 755 411 995 3,739 728
1976-77 12,995 764 1,266 987 11,729 740
1977-78 12,346 772 1,192 991 11,154 748
RESIDUAL PAYMENTS
. . 298,807 272,945 25,862
1968-69 4,123 $3,354 3,028 $3,471 1,095 $3,029
1969-70 3,911 3,629 2,915 3,814 996 3,088
1970-71 3,702 4,050 2,762 4,265 940 3,418
1971-72 4,112 4,475 3,068 4,779 1,044 3,583
1972-73 3,229 4,865 2,428 5,361 801 3,360
1973-74 2,871 5,395 2,141 5,965 730 3,722
1974-75 2,347 5,820 1,812 6,306 535 4,175
1975-76 1,931 6,033 1,450 6,485 481 4,664
July-Sept. 1976 463 6,118 353 6,740 110 4,123
1976-77 1,668 6,171 1,269 6,674 399 4,571
1977-78 1,374 5,863 1,079 6,189 295 4,671
1 Excludes 14,744 deferred lump-sum benefits, of which 101 averaging $719 were awarded in 1977-78.
NOTE.—There have been 26,800 tax refund awards, of which 3,158 averaging $47 were made in 1977-78.
APPENDIX TABLES 75
Table 13.—Regular employee annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type of annuity and by age of annuitant
Age of annuitant1
Total Age annuities Disability annuities
Number Percent Number Percent Number Percent
IN CURRENT-PAYMENT STATUS ON SEPTEMBER 30, 1978
Total . 460,000 100 361,800 100 2 98,300 100
Average age 72.3 73.7 66.8
2 600 1 2,600 3
6 800 1 6,800 7
RR tn SQ 13 700 3 13,700 14
60 to 64 66,500 14 46,600 13 19,900 20
65 to 69 100,700 22 79,900 22 20,800 21
70 to 74 99,700 22 84,600 23 15,100 15
75 to 79 83,500 18 73,000 20 10,400 11
80 and over 86,600 19 77,600 21 9,000 9
AWARDED IN 1977-78
Total 26,900 100 20,600 100 6,300 100
Average age 61.2 62.9 55.6
Under 50 900 3 900 14
50 to 54 1,600 6 1,600 25
55 to 59 2,500 9 2,500 40
60 to 64, total 17,000 63 15,600 76 1,300 21
60 to 61 9,200 34 8,400 41 800 13
62 to 64 7,800 29 7,300 35 500 8
65 to 69 4,600 17 4,600 22
70 to 74 300 1 300 1
75 and over 100 (3) 100 (3)
1 Age at end of fiscal year 1977-78 for annuities in current-payment status at the end of the year, and age onbeginning date for annuities awarded in year.
2 Includes 55,300 annuities now payable as age annuities.
3 Less than 0.5 percent.
76 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 14.—Employee annuities in current-payment status on September 30, 1978, by type and by component
Component All annuities Age annuities Disability annuities
Number Average Number Average Number Average
Total, regular1 460,000 $409 361,800 $417 2 98,300 $380
Non-tiered 2,300' (3) 1,900 (3) 400 (3)
Tier 1, net 436,000 271 341,600 272 94,400 269
Gross tier 1 457,700 339 359,800 344 97,900 320
Offset for social security benefit 191,300 195 158,200 198 33,100 182
Tier II, total 419,800 120 333,100 127 86,600 94
Service and compensation before 1975 419,800 110 333,100 116 86,600 87
Addition for service before 1975 80,400 36 67,800 37 12,600 32
Service and compensation after 1974 . 80,400 15 67,800 16 12,600 13
Dual railroad retirement-social security
windfall 185,100 108 153,100 110 32,000 99
Addition under minimum guarantees4 5,500 144 1,100 76 4,400 162
Reduction for age 67,200 31 67,200 31
Supplemental annuity 176,300 55 160,900 56 15,400 51
Social security benefit 191,900 197 158,600 199 33,300 186
1 Excludes supplemental annuities and social security benefits.
2 Includes 55,300 annuities now payable as age annuities.
3 Data not available.
4 Includes special social security minimum guarantee and 1974 Act "grandfather clause" assuring benefits, before reduction for social security benefits, at least equal to amounts payable under provisions in effect in December 1974.
NOTE.—Detail will not produce overall average annuity amount as deductions for work and other adjustments are not reflected. Component data based on cases where record is available.
APPENDIX TABLES 77
Table 15.—Regular employee annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type of annuity and by years of service credited
Years of creditable service Total Age annuities Disability annuities
Full rate Reduced
Beginning at age 65 or over Beginning before age 65
IN CURRENT-PAYMENT STATUS ON SEPTEMBER 30, 1978
Total . 460,000 221,400 73,200 67,200 ’98,300
Average years of service 27.1 27.4 34.3 22.5 24.1
Less than 30 years, total 193,300 81,100 46,500 65,600
10 to 14 . 1 246,600 17,800 14,800 13,900
15 to 19 43,000 17,900 12,500 12,700
20 to 24 48,400 19,100 9,700 19,600
25 to 29 55,300 26,300 9,500 19,400
30 or more years, total . 266,800 140,300 73,200 20,700 32,600
30 122,000 80,100 12,700 11,500 17,800
31 to 34 85,800 41,700 26,700 6,600 10,700
35 to 39 55,200 17,700 30,900 2,600 4,000
40 or more 3,700 800 2,900 100
AWARDED IN 1977-78
Total 26,900 5,100 12,000 3,500 6,300
Average years of service 28.6 24.8 35.3 18.1 24.5
Less than 30 years, total 11,100 3,300 3,500 4,400
10 to 14 3,400 1,100 1,300 1,100
15 to 19 2,300 700 800 800
20 to 24 2,400 700 600 1,100
25 to 29 3,000 900 700 1,400
30 or more years, total 15,800 1,800 12,000 2,000
30 1,800 200 1,400 300
31 to 34 4,800 500 3,400 900
35 to 39 7,100 700 5,600 800
40 or more 2,000 400 1,600 (3)
1 Includes 55,300 annuities now payable as age annuities.
2 Includes a small number of annuities based on less than 10 years of service, awarded before 1951.
3 Fewer than 50.
78 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 16.—Regular employee annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type and amount of annuity
Amount of annuity Total Age annuities Disability annuities
Number Percent Number Percent Number Percent
IN CURRENT-PAYMENT
STATUS ON
SEPTEMBER 30, 1978
All annuities
Total . . 460,000 100 361,800 100 ’98,300 100
Immediate retirements . . 352,600 77 280,000 77 72,600 74
Deferred retirements . . 107,400 23 81,800 23 25,700 26
Average annuity:
Total $409 $417 $380
Immediate 471 481 431
Deferred . 205 195 236
Immediate retirements only2
Total . . 352,600 100 280,000 100 72,600 100
Less than $200 8,000 2 5,200 2 2,800 4
$200 to $249.99 10,800 3 6,900 2 3,900 5
$250 to $299.99 18,600 5 12,400 4 6,200 9
$300 to $349.99 33,600 10 24,300 9 9,400 13
$350 to $399.99 46,900 13 37,200 13 9,700 13
$400 to $449.99 58,200 16 48,700 17 9,500 13
$450 to $499.99 42,300 12 34,400 12 7,900 11
$500 to $549.99 33,300 9 25,700 9 7,600 11
$550 to $599.99 26,400 7 20,300 7 6,100 8
$600 to $649.99 23,800 7 19,700 7 4,100 6
$650 to $699.99 22,000 6 18,900 7 3,100 4
$700 to $749.99 16,900 5 15,200 5 1,700 2
$750 to $799.99 8,500 2 8,100 3 400 1
$800 and over 3,200 1 3,100 1 100 (3)
See footnotes at end of table.
APPENDIX TABLES 79
Table 16.—Regular employee annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type and amount of annuity—Continued
Amount of annuity Total Age annuities Disability annuities
Number Percent Number Percent Number Percent
AWARDED IN 1977-78 Total All annuities
26,900 100 20,600 100 6,300 100
Immediate retirements 19,300 72 14,900 73 4,400 69
Deferred retirements 7,600 28 5,600 27 2,000 31
Average annuity:
Total $563 $583 $500
Immediate 685 708 607
Deferred 256 253 264
Immediate retirements only1 2
Total 19,300 100 14,900 100 4,400 100
Less than $300 200 1 200 1 100 1
$300 to $349.99 100 1 100 (3) (3) 1
$350 to $399.99 200 1 100 1 100 2
$400 to $449.99 300 2 200 1 200 4
$450 to $499.99 600 3 300 2 300 7
$500 to $549.99 800 4 400 3 500 11
$550 to $599.99 1,400 7 700 5 700 16
$600 to $649.99 2,300 12 1,400 9 900 20
$650 to $699.99 3,100 16 2,300 15 800 19
$700 to $749.99 3,600 19 3,000 20 600 14
$750 to $799.99 4,100 21 3,900 26 200 5
$800 and over 2,400 13 2,400 16 (3) 1
1 Includes 55,300 annuities now payable as age annuities.
2 Retirement is considered immediate if the annuity began in the calendar year of employee's last railroad serviceor in the following year; all others are considered deferred.
3 Fewer than 50 or less than 0.5 percent.
80 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 17.—Spouse annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type and amount of annuity
Amount of annuity Total Full rate annuities Reduced annuities Number Percent Number Percent Number Percent
IN CURRENT-PAYMENT STATUS ON SEPTEMBER 30, 1978
Total . . 232,500 100 115,500 100 117,000 100
Average annuity $191 $227 $156
Less than $100 34,800 15 12,700 11 22,100 19
$100 to $149.99 43,900 19 14,200 12 29,800 25
$150 to $199.99 58,200 25 20,500 18 37,700 32
$200 to $249.99 41,700 18 19,900 17 21,800 19
$250 to $299.99 21,700 9 16,700 15 5,000 4
$300 to $349.99 19,500 8 19,000 16 500 f1)
$350 and over2 12,600 5 12,500 11 100 (')
AWARDED IN 1977-78
Total 23,600 100 16,400 100 7,300 100
Average annuity $232 $268 $151
Less than $100 4,000 17 2,000 12 2,000 27
$100 to $149.99 2,800 12 1,200 7 1,600 22
$150 to $199.99 2,900 12 1,100 7 1,800 24
$200 to $249.99 2,800 12 1,500 9 1,300 18
$250 to $299.99 2,300 10 1,900 12 500 6
$300 to $349.99 4,000 17 3,800 23 100 2
$350 and over 4,900 21 4,900 30 (*) t1)
1 Fewer than 50 or less than 0.5 percent.
2 Includes 5,900 annuities at the maximum rate.
NOTE.—Beginning in June 1978, the maximum was $364.54.
APPENDIX TABLES 81
Table 18.—Spouse annuities in current-payment status on September 30, 1978, by type and by component
Component All annuities Full rate1 Reduced rate
Number Average Number Average Number Average
Total 232,500 $191 115,500 $227 117,000 $156
Non-tiered cases 1,000 (2) 900 (2) 100 (2)
Tier 1, net3 172,800 115 83,700 133 89,100 99
Gross tier 1 231,400 173 114,600 181 116,800 165
Offset for social security benefits .. 150,800 132 69,200 138 81,600 127
Tier II, total4 210,400 64 106,200 78 104,200 50
Dual railroad retirement-social security windfall 151,000 87 69,200 96 81,800 80
Reduction for age 117,000 21 117,000 21
Social security benefits 150,800 161 69,200 176 81,600 149
Primary 108,100 190 51,800 206 56,300 175
Auxiliary 42,900 88 17,500 87 25,400 89
1 Includes 72,000 beginning at age 65 or older, 38,700 beginning at ages 60-64 to spouses of 30-year employees, and 4,800 beginning before age 65 to wives with minor or disabled children in their care.
2 Data not available.
3 Net amount reflects tier I offsets for 4,100 spouses who also were receiving an employee annuity.
4 Tier II total amount reflects restoration of tier I amounts for those receiving employee annuities, and reductions to spouse maximum.
NOTE.—Detail will not produce overall average annuity amount as deductions for work and other adjustments are not reflected. Component data based on cases where record is available. There were 500 cases computed under the social security minimum guarantee.
82 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 19.—Spouse annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type and by age of annuitant
Age of annuitant1 Total Full-rate annuities Reduced annuities
Number Percent Number Percent Number Percent
IN CURRENT-PAYMENT
STATUS ON
SEPTEMBER 30, 1978
Total . . 232,500 100 115,500 100 117,000 100
Average age 70.4 70.6 70.1
4,100 2 4,100 4
60 to 61 11,300 5 11,200 10
62 to 64 35,600 15 18,000 16 17,500 15
65 to 69 68,000 29 23,100 20 45,000 38
70 to 74 57,100 25 22,800 20 34,400 29
75 to 79 35,600 15 19,800 17 15,800 14
80 and over 20,800 9 16,500 14 4,300 4
AWARDED IN 1977-78
Total 23,600 100 16,400 100 7,300 100
Average age 63.3 63.6 62.7
Under 60 1,100 5 1,100 7
60 to 61 6,700 28 6,700 41
62 to 64 10,000 42 2,700 16 7,300 100
65 to 69 3,600 15 3,600 22
70 to 74 1 400 6 1,400 8
75 to 79 600 3 600 4
80 and over 300 1 300 2
1 Age at end of fiscal year 1977-78 for annuities in current-payment status at end of year and age on beginning date for annuities awarded in year.
APPENDIX TABLES 83
Table 20.—Survivor annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977-78, by type and
by amount of annuity
Children—
Total1 Aged widows Disabled widows Widowed mothers Under age 18 Aged 18 and
and widowers and widowers and fathers nr ctudpntc nvpr and
Amount of annuity aged iS Sed
Num- Per- Num- Per- Num- Per- Num- Per- Num- Per- Num- Per-
ber cent ber cent ber cent ber cent ber cent ber cent
IN CURRENT-PAYMENT
STATUS ON
SEPTEMBER 30, 1978
Total ............... 332,900 100 290,100 100 26,500 100 5,900 100 20,000 100 10,200 100
Average annuity....................... $285 $242 $301 $287 $234
Less than $100 ........... 6,800 2 5,400 2 200 3 100 1 500 2 700 6
$100 to $124.99 .......... 13,500 4 12,300 4 300 5 100 1 500 2 300 3
$125 to $149.99 .......... 20,100 6 18,700 6 500 7 100 2 500 2 300 3
$150 to $174.99 .......... 25,900 8 23,400 8 500 8 200 3 800 4 1,000 10
$175 to $199.99 .......... 23,100 7 20,200 7 500 8 300 5 1,100 6 1,000 9
$200 to $224.99 .......... 20,100 6 17,000 6 500 8 300 5 1,200 6 1,000 10
$225 to $249.99 .......... 21,700 7 17,800 6 700 10 400 7 1,600 8 1,200 12
$250 to $274.99 .......... 20,700 6 16,900 6 800 12 400 7 1,200 6 1,300 13
$275 to $299.99 .......... 25,700 8 20,500 7 800 13 700 12 2,200 11 1,400 14
$300 to $324.99 .......... 24,500 7 17,800 6 800 12 1,100 19 3,600 18 1,200 12
$325 to $349.99 .......... 21,600 6 17,100 6 600 9 800 14 2,700 13 500 5
$350 to $374.99 .......... 30,000 9 27,200 9 300 4 600 10 1,700 9 200 2
$375 to $399.99 .......... 31,500 9 29,900 10 100 1 400 6 1,100 5 100 1
$400 and over............. 47,800 14 45,800 16 (3) (3) 500 9 1,400 7 100 1
See footnotes at end of table.
84 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 20.—Survivor annuities in current-payment status on September 30, 1978, and awarded in fiscal year 1977—78, by type and by amount of annuity—Continued
Children—
T . j Aged widows Disabled widows Widowed mothers Under age 18 Aged 18 and
l0lal and widowers and widowers and fathers or students over and
Amount of annuity aged 18-22 disabled
Num- Per Num- Per- Num- Per Num- Per- Num- Per- Num- Per-
ber cent ber cent ber cent ber cent ber cent ber cent
AWARDED IN 1977-78
Total ................. 22,200 100 17,700 100 600 100 900 100 2,600 100 400 100
Average annuity....................... $327 $245 $331 $307 $268
Less than $100 .............. 500 2 300 2 (3) 2 (3) 2 100 4 (3) 6
$100 to $124.99 ............. 300 1 200 1 (3) 2 (3) 1 100 2 (3) 3
$125 to $149.99 ............. 500 2 400 2 (3) 4 (3) 1 (3) 2 (3) 2
$150 to $174.99 ........... 1,000 4 800 5 (3) 7 (3) 2 100 3 (3) 4
$175 to $199.99 ........... 1,400 6 1,100 6 100 12 (3) 4 100 5 (3) 5
$200 to $224.99 ........... 1,200 5 1,000 5 100 12 (3) 3 100 5 (3) 6
$225 to $249.99 ........... 1,200 6 900 5 100 13 (3) 5 200 7 (3) 8
$250 to $274.99 .......... 1,300 6 900 5 100 15 100 7 200 7 (3) 10
$275 to $299.99 ........... 1,500 7 1,100 6 100 10 100 7 200 7 (3) 12
$300 to $324.99 ........... 1,600 7 1,100 6 100 9 100 10 300 10 100 19
$325 to $349.99 ........... 1,800 8 1,300 7 (3) 7 100 12 300 11 (3) 9
$350 to $374.99 ........... 1,900 9 1,500 9 (3) 4 100 13 300 10 (3) 8
$375 to $399.99 ........... 2,000 9 1,700 10 (3) \ 2 100 8 200 6 (3) 2
$400 to $424.99 ........... 2,300 10 2,100 12 (3) 1 100 10 200 7 (3) 2
$425 to $449.99 ........... 1,800 8 1,500 8 ............ 100 8 200 7 (3) 2
$450 and over.............. 2,000 9 1,700 10 ............ 100 7 200 7 (3) (3)
1 Includes annuities to dependent parents.
2 Includes 4,100 annuities now payable as aged widow(er)s' annuities.
3 Fewer than 50 or less than 0.5 percent.
NOTE._Data exclude 400 survivor (option) annuities averaging $96. Some 2,200 annuities to widow(er)s temporarily being paid at spouse rates pending final adjudication of survivor
annuities are also excluded.
APPENDIX TABLES 85
Table 21.—Survivor annuities in current-payment status on September 30, 1978, by type and by component
_ Total Aged widow(er)s Disabled widow(er)s
Component ________________ __________________ _________________ _____and fathers_
Number Average Number Average Number Average Number Average
Total ...................................... 332,900 $283 290,100 $285 6,500 $242 5,900 $301
Tier I, net..................................... 308,200 210 266,500 211 5,800 183 5,900 231
Gross tier I................................. 332,900 278 290,100 285 6,500 311 5,900 234
Offset for social security benefit1 ......... 137,700 177 132,500 178 1,900 174 200 153
Age reduction................................. 94,700 35 88,200 30 6,500 97 ................
Tier II, total.................................. 332,900 81 290,100 84 6,500 65 5,900 71
Regular tier II.............................. 332,900 81 290,100 83 6,500 64 5,900 70
Additional tier II2 ........................... 4,200 58 3,300 69 100 77 400 10
Dual railroad retirement-social security windfall. 58,100 44 56,500 43 1,500 59 100 58
Social security benefit......................... 136,700 184 131,800 185 1,800 193 100 184
Children
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111,900 34 111,700
APPENDIX TABLES 87
AWARDED IN 1977-78
Total ..................... 22,200 100 17,700 100 600 100 900 100 2,600 100 400 100
Averageage....................................... 70.3 54.5 45.8 14.7 39.4
Under 10........................... 400 2 .............................................. 400 13 .............
10 to 17 ....................... 1.600 7 ..........................................•••• 1.600 59 .............
18 to 21 ............. 800 3 ............................. < ) 1 > 700 27 ( ) 11
22 to 29 ''........................ 100 (4) ............................. (4) 2 (4) (4) 100 17
30 to 39 .......................... 200 1 ............................. 100 12 ............. 100 25
40 to 49 ................. 400 2 ............................. 300 32 ............. 100 22
50 t0 59 ....................... 1,100 5 ............. 600 100 400 48 ............. 100 19
60 to 69 ........................ 8,900 40 8,800 50 ............. 100 6 ............. (4) 6
70 to 79 ........................ 6,300 28 6,300 36 .............................................. 11
80 and over...................... 2,600 12 2,600 15 .............................................. 11 11
1 Age on birthday in fiscal year 1977-78 for annuities in current-payment status at end of 5 Students eligible until end of semester following 22nd birthday, year and age on beginning date for annuities awarded in year. NOTE.—Data exclude 400 survivor (option) annuities and 2,200 annuities to widow(er)s tem-
Includes annuities to epen en paren s. annuities porarily being paid at spouse rates pending final adjudication of survivor annuities.
3 Includes 4,100 annuities now payable as aged widow(er)s annuities. H 3
4 Fewer than 50 or less than 0.5 percent.
88 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 23.—Unemployment and sickness beneficiaries and qualified employees, by age, benefit year 1977-78
Age on birthday in calendar year 1977 Unemployment beneficiaries1 Sickness beneficiaries1 Qualified employees Beneficiaries per 100 qualified employees
Unemployment Sickness
Total2 94,900 81,800 602,600 16 14
Under 25 17,500 6,300 52,200 34 12
25 to 29 22,000 11,300 87,200 25 13
30 to 34 14,200 9,100 74,800 19 12
35 to 39 8,600 6,600 52,500 16 12
40 to 44 6,600 5,800 46,200 14 13
45 to 49 6,900 7,900 59,600 12 13
50 to 54 8,100 12,000 81,700 10 15
55 to 59 7,400 14,100 81,100 9 17
60 to 64 3,400 8,000 56,000 6 14
65 and over 200 600 10,700 2 6
1 Includes a small number of beneficiaries paid on the basis of qualifying compensation earned in a year otherthan 1976.
2 Includes beneficiaries whose age was not reported.
NOTE.—Beneficiary figures based on payments made in the year, regardless of the benefit year for which payment was made. Age distribution of qualified employees based on 4-percent sample. Qualified employees for 1977-78 benefit year are those qualified on basis of 1976 compensation.
APPENDIX TABLES 89
Table 24.—Principal administrative data for the unemployment and sickness benefit programs, benefit years 1974—78
Item 1973-74 1974-75 1975-76 1976-77 1977-78
Qualified employees . . 650,600 640,400 661,400 617,000 602,600
UNEMPLOYMENT BENEFITS
Net amount of benefits paid
(thousands) . . $22,417 $37,549 $142,983 $111,239 $112,393
Payments:1
Number . . 254,500 411,600 826,500 604,500 614,900
Average amount per 2-week
claim period $95.19 $94.28 $175.87 $190.75 $195.05
Beneficiaries 47,700 77,900 105,300 84,600 94,900
Applications received 60,600 108,600 133,000 102,500 112,200
Claims received . . 274,000 443,400 875,100 640,800 652,700
Normal benefit accounts
exhausted 4,000 4,800 20,500 13,400 10,500
SICKNESS BENEFITS
Net amount of benefits paid
(thousands) . . $28,053 $29,564 $74,930 $77,973 $71,197
Payments:1
Number . . 450,000 417,900 473,000 514,200 482,200
Average amount per 2-week
claim period .. $111.45 $111.26 $204.92 $230.63 $232.06
Beneficiaries 71,100 67,400 76,900 82,200 81,800
Applications received 94,800 89,600 103,000 107,600 107,800
Claims received . . 487,300 453,300 511,800 549,900 511,300
Accounts exhausted 8,500 7,900 11,200 12,400 11,100
1 Not adjusted for recoveries or settlements of underpayments.
NOTE.—Data cover program activities during year, regardless of when unemployment or sickness occurred. Average amount for 2-week claim period and number of beneficiaries based on 20-percent sample for benefit years 1973-74 and 1974-75; beginning with 1975-76, universe data were used.
90 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 25.—Principal administrative data for placements of unemployment claimants, benefit years 1974—78
Item 1973-74 1974-75 1975-76 1976-77 1977-78
Total1 ................................... 2,607 2,397 4,541 5,795 5,607
In railroad industry............................. 1,400 1,089 2,440 3,934 3,984
Outside railroad industry........................ 1,207 1,308 2,101 1,861 1,623
By Board offices, total................... 1,034 630 1,153 2,336 2,385
In railroad industry............................... 836 505 ,939 2,095 2,236
Outside railroad industry......................... 198 125 214 241 149
By unemployment claims agents, total ............................ 1,537 1,740 3,339 3,401 3,163
In railroad industry............................... 563 578 1,489 1,826 1,749
Outside railroad industry.......................... 974 1,162 1,850 1,575 1,414
1 Includes placements made by State employment service offices.
APPENDIX TABLES 91
Table 26.—Unemployment and sickness beneficiaries by occupational group, benefit year 1977—78
Unemployment Sickness
Number paid in mid-month of quarter Number paid in mid-month of quarter
Occupational group Total --------------------------------------- Total ----------------------------------------
8 H for July- October- January- April- for July- October- January- April-
year September December March June year September December March June 1977 1977 1978 1978 1977 1977 1978 1978
Total1 ................... 94,900 22,400 25,400 47,100 19,700 81,800 22,500 21,600 21,000 19,200
Office employees:
Executives, officials, and staff assistants . 300 100 100 100 100 500 100 100 100 100
Supervisors and professionals. 2,300 700 700 900 500 4,000 900 900 1,000 900
Station agents and telegraphers... 1,600 500 500 800 500 2,000 500 500 500 400
Clerks and other office employees. 7,800 2,200 2,500 3,200 2,100 11,300 2,900 2,800 2,600 2,400
Train-and-engine-service employees:
Engineers .................... 4,800 1,100 1,000 1,800 800 4,900 1,300 1,300 1,300 1,200
Conductors ....................... 6,100 1,300 1,300 2,300 1,000 6,500 1,800 1,800 1,800 1,600
Firemen and hostlers.......... 3,400 800 700 1,500 600 1,900 500 400 400 400
Brakemen, baggagemen, and switchtenders............... 23,300 6,500 7,400 10,600 5,000 12,600 3,300 3,200 3,200 2,900
Gang foremen ................... 2,100 400 400 1,100 400 3,000 800 800 900 800
Maintenance employees:
Way and structures craftsmen...... 5,300 700 1,000 3,500 1,000 4,400 1,300 1,200 1,200 1,000
Shop craftsmen............... 11,600 2,000 1,700 5,400 1,400 14,600 4,300 4,100 3,900 3,700
Way and structures helpers and apprentices ................... 600 100 100 300 100 500 100 100 100 100
Shop helpers and apprentices. 2,100 400 500 1,200 400 1,300 400 300 300 300
Other maintenance-of-way employees .... 14,100 2,600 4,200 10,000 3,600 6,800 2,000 2,000 1,700 1,500
Other shop and stores employees ....... 2,300 600 700 1,100 500 2,700 800 700 700 700
Station and platform employees. 1,600 700 700 700 400 700 200 200 200 100
All other employees ....... 4,700 1,600 1,800 2,200 1,000 3,600 1,100 1,000 900 900
Includes beneficiaries whose occupation was not reported. NOTE.—Data based on all payments made in the year, regardless of benefit year for which
payment was made.
92 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 27.—Number of employees and their compensation, for all employers and class I railroads, 1968-77
All employees Class I railroad employees_
Compensation (millions) j ~ .
Number (thousands) --------------------,---- Number (thousands) Compensation (millions)
Calendar year ------------------ Taxable (RRA)2 ------------------- -------------------
Total Average1 Amount of total Total Average1 Total (RFM)^
1968 ..................... 879 683 $5,878 $5,000 85.1 747 591 $5,111 $4,338
1969 ’ /.................. 865 659 6,092 4,966 81.5 742 578 5,363 4,354
1970 .................... 825 640 6,281 4,896 77.9 719 566 5,557 4,319
1971 ’’ ’’................ 774 611 6,602 4,830 73.2 680 544 5,895 4,300
1972 ................ 737 589 7,156 5,350 74.8 652 527 6,435 4,792
1973 ..................... 726 584 7,936 6,265 78.9 645 524 7,134 5,635
1974 ..................... 739 592 8,399 7,271 86.6 661 533 7,576 6,570
1975 .................... 678 548 8,346 7,112 85.2 609 497 7,563 6,478
1976 ’ ’ ’ ’ ’............ 661 540 9,262 7,848 84.7 606 496 8,494 7,238
19773 .................... 649 546 10,038 8,468 84.4 596 503 9,224 7,830
1 Average of 12 mid-monthly employment figures. 3 Preliminary.
2 Maximum taxable monthly compensation under Railroad Retirement Act was $650 from n „
January 1968 through December 1971; $750 from January through December 1972; $900 NOTE.-Average employment and total compensation based on Interstate Commerce Com-from January through December 1973; $1,100 from January through December 1974; $1,175 mission reports. Data for all employees include estimates of employees and compensation not from January through December 1975; $1,275 from January through December 1976, and reported to ICC. Data revised to include late reports.
$1,375 from January through December 1977.
APPENDIX TABLES 93
Table 28.—Employers and employing units covered under the Railroad Retirement and Railroad Unemployment Insurance Acts on September 30, 1978, by class
Class Number
Total ........................................................................................................... 1,012
Employers, total ..................................................................................... 919
Class I line-haul railroads.................................................................................... 54
Class II line-haul railroads.................................................................................. 318
Class I switching and terminal companies....................................................................... 3
Class II switching and terminal companies..................................................................... 196
Electric railroads............................................................................................. 10
Express companies .............................................................................................. 2
Car-loan companies............................................................................................. 10
Lessor companies.............................................................................................. 163
Carrier associations.......................................................................................... 102
Railway labor organizations national in scope1................................................................. 24
Miscellaneous ................................................................................................. 37
Employing units2.............................................................................. 93
1 Excludes subordinate units.
2 Companies that are not themselves employers; service covered is generally service under contract that was held to be service to an employer. Does not include organizations employing "employee representatives."
NOTE.—A total of 2,154 employers and employing units were covered in the period from January 1, 1937, through September 30, 1978, of which 1,142 had ceased operating before September 30, 1978.
94 ANNUAL REPORT, RAILROAD RETIREMENT BOARD, 1978
Table 29.—Status of Regional Rail Transportation Protective Account, by fiscal year, 1976-78
Appropriations (in millions) Expenditures
Railroad Un-
e£yancent Transfer to
a . Reimburse- Act benefits Railroad
Period Amount Expendi- "of0" ments t0 recovered Board from
appro- t^es carrv- Conrail and bY Railroad Total
pnated tures ca"* acquiring Retirement
railroads Board through adm
transfer from
protective tlve exPenses
account
April-June 19761 ....................... $37.6 $ 0.7 2$ 0 $ 667,725 $ 0 $ 0 $ 667,725
July-September 1976 ..................... 10.0 9.3 20 8,073,991 1,202,472 39,460 9,315^923
Fiscal year 1977 ........................ 65.0 60.0 5.0 55,308,349 4,555,812 97,544 59,961,705
Fiscal year 1978 ........................ 93.5 80.1 18.5 76,337,389 3,701,838 27,179 80,066,406
Total, April 1976-September 1978 . 2206.1 150.0 18.5 140,387,454 9,460,122 164,183 150,011,759
1 Date of conveyance of railroad properties to Conrail was April 1, 1976. total of $168.5 million was appropriated to the Regional Rail Transportation Protective Account
2 A total of $37.6 million in budgetary appropriations for April-June 1976 and July-September during the April 1976-September 1978 period.
1976 was allowed to lapse without carryover into the following fiscal period. Therefore, a net
NOTE.—Detail may not add to total due to rounding.
-
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