Railroad Retirement Board

Year 2006 Railroad Retirement and Unemployment Insurance Taxes

November 2005

 

The amounts of compensation subject to railroad retirement tier I and tier II payroll taxes will increase in 2006.  However, the tier I tax rate on employees and employers remains unchanged.  Under the Railroad Retirement and Survivors' Improvement Act of 2001, tier II tax rates are now determined annually by an average account benefits ratio.   Based on this ratio, the tier II tax rates on employees and employers will also remain unchanged in 2006.  Railroad unemployment insurance tax rates paid by employers will continue to include a 1.5 percent surcharge in 2006.

Tier I and Medicare Tax.--The railroad retirement tier I payroll tax rate on covered rail employees and employers for the year 2006 remains at 7.65 percent.  The railroad retirement tier I tax rate is the same as the social security tax, and for withholding and reporting purposes is divided into 6.20 percent for retirement and 1.45 percent for Medicare hospital
insurance.  The maximum amount of an employee's earnings subject to the 6.20 percent rate will increase to $94,200 in 2006 from $90,000 in 2005, but there is no maximum on earnings subject to the 1.45 percent Medicare rate.  The increase in the amount of earnings subject to railroad retirement and social security taxes is based on indexing to increases in average national wages.

Tier II Tax.--The railroad retirement tier II tax rate on employees will remain at 4.4 percent in 2006, and the rate on employers will remain at 12.6 percent.  The maximum amount of earnings subject to railroad retirement tier II taxes, however, will increase to $69,900 in 2006 from $66,900 in 2005.  Tier II tax rates under the 2001 Railroad Retirement and Survivors' Improvement Act are based on an average account benefits ratio reflecting railroad retirement fund levels.  Depending on this ratio, the tier II tax rate for employers can range between 8.2 percent and 22.1 percent, while the tier II rate for employees can be between 0 percent and 4.9 percent.

Unemployment Insurance Tax.--Employers, but not employees, also pay railroad unemployment insurance taxes, which are experience-rated by employer. The basic tax rates range from a minimum of 0.65 percent to a maximum of 12 percent on monthly earnings up to $1,195 in 2006, up from $1,150 in 2005. However, the Railroad Unemployment Insurance Act also provides for a surcharge in the event the Railroad Unemployment Insurance Account balance falls below an indexed threshold amount, and such a surcharge of 1.5 percent applied in 2004 and 2005.  Since the accrual balance of the Railroad Unemployment Insurance Account was $113.1 million on June 30, 2005, which was less than the indexed threshold of $114.9 million, a surcharge of 1.5 percent will again be added to the basic tax rates in 2006, but will not increase the maximum 12 percent rate.

The unemployment insurance tax rates on railroad employers in 2006 therefore will range from 2.15 percent (the minimum basic rate of 0.65 percent plus the 1.5 percent surcharge) to a maximum of 12 percent on monthly compensation up to $1,195.

The 1.5 percent surcharge will not apply to new employers in 2006, and new employers will initially pay a tax rate of 4.03 percent, which represents the average rate paid by all employers in the period 2002-2004.

For 76 percent of covered employers, the unemployment insurance rate assessed will be 2.15 percent in 2006.

 

U.S. Railroad Retirement Board

Public Affairs                                312-751-4777

844 North Rush Street                  312-751-7154 (fax)

Chicago, Illinois  60611-2092       http://www.rrb.gov

 

Posted: 11/24/05