2019-11-15T17:19:12-06:00 2018-12-31 990 2018-01-01 250851750 UNITED STATES STEEL AND CARNEGIE PENSION FUND UNIT 4124335572 600 GRANT STREET NO 1988 PITTSBURGH PA 152192800 KIMBERLY D FAST COMPTROLLER & ASST. SECRETARY 4124335572 2019-11-15 199.248.185.22 2019-11-15 18:18:27 ES P B7BF3B73738CD3496E2EDBA07922A96BA113876B B7BF3B73738CD3496E2EDBA07922A96BA113876B 2018 2020-03-31 21:24:44Z W DONOVAN 350 PARK AVE 17TH FL NEW YORK NY 10022 45538186 0 X N/A X 1914 PA ADMINISTERING AND MAINTAINING A SYSTEM OF BENEFITS, PENSIONS, OR AIDS FOR EES OF USS AND ITS SUBS. 7 7 40 0 45538186 0 0 0 0 0 0 0 41798251 45538186 41798251 45538186 0 0 0 0 15608004 11792231 0 0 0 26190247 33745955 41798251 45538186 0 0 24506851 13393327 23505851 12392327 1001000 1001000 THE CORPORATION IS FORMED FOR THE PURPOSE OF ADMINISTERING AND MAINTAINING A SYSTEM OF BENEFITS, PENSIONS, OR AIDS TO THE EMPLOYEES OF UNITED STATES STEEL CORPORATION (USS), AND ANY SUCCESSORS TO IT. 0 0 45538186 ADMINISTERING AND MAINTAINING ANY FUND(S) THAT ARE ESTABLISHED FOR THE SUPPORT OF A SYSTEM OF BENEFITS, PENSIONS, OR AIDS AMONG EMPLOYEES OF THE UNITED STATES STEEL CORPORATION, ITS SUBSIDIARIES, AND ITS SUCCESSORS. THE FINANCIAL STATEMENTS OF UCF REFLECT REVENUE PRIMARILY FROM THE EMPLOYING COMPANIES AND PENSION TRUSTS. REVENUE FROM THE EMPLOYING COMPANIES AND PENSION TRUSTS ARE BILLED IN AMOUNTS EQUIVALENT TO ADMINISTRATIVE EXPENSES INCURRED; ACCORDINGLY, UCF DOES NOT HAVE ANY NET REVENUE. 45538186 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 40 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 X VICTORIA A MEHLE 4124335332 600 GRANT STREET NO 1988 PITTSBURGH PA 152192800 X C M DARRAGH CHAIRMAN 1.00 40.00 X X 0 0 0 J M WILLIAMS DIRECTOR V.P. OF ADMINISTRATION 1.00 40.00 X X 0 0 0 A S JAHN PRESIDENT, TREASURER 1.00 40.00 X X 0 0 0 K D FAST COMPTROLLER 5.00 40.00 X X 0 0 0 G W WALSH DIRECTOR & ASSIST. SECRETARY 1.00 40.00 X X 0 0 0 W P HINCKLEY DIRECTOR, V.P.OF INVESTMENT 1.00 40.00 X X 0 0 0 R T GARRETSON DIRECTOR 1.00 40.00 X X 0 0 0 A T CICCHINO SECRETARY GENERAL COUNSEL 1.00 40.00 X 0 0 0 W DONOVAN FORMER DIRECTOR PRESIDENT (EXITED 12/17) 0.00 0.00 X 13423001 0 0 R S EDWARDS FORMER DIRECTOR VP V.P. OF INVESTMENT (EXITED 12/17) 0.00 0.00 X 976155 0 25579 D RHOFFNERFORMER GENCOUNSEL & ASSIST. SECRETARY (EXITED 12/17) 0.00 0.00 X 379081 0 945669 R A FINK FORMER SENIOR SECURITIES TRADER 0.00 0.00 X 605116 0 0 T J MCGLINN FORMER INVESTMENT ANALYST (EXITED 12/17) 0.00 0.00 X 451215 0 0 A E WHEATON FORMER INVESTMENT MANAGER (EXITED 12/17) 0.00 0.00 X 648454 0 108376 R A FISHER FORMER INVESTMENT ANALYST (EXITED 12/17) 0.00 0.00 X 508806 0 0 H V MAMELAK FORMER INVESTMENT ANALYST (EXITED 12/17) 0.00 0.00 X 364270 0 0 17356098 0 1079624 21 1 1 0 JP MORGAN INVESTMENT MANAGEMENT INC 270 PARK AVENUE NEW YORK NEW YORK NY 10017 ASSET MANAGEMENT 10170798 BSWIFT LLC 10 SOUTH RIVERSIDE PLAZA SUITE 110 CHICAGO IL 60606 BENEFITS ADMINISTRATION 764161 JP MORGAN CHASE BANK 270 PARK AVENUE NEW YORK NEW YORK NE 10017 CUSTODY/ACCOUNTING SERVICES 518314 CONDUENT INCORPORATED 7160 RIVERWOOD DR COLUMBIA MD 21046 ADMINISTRATION 428668 LCG ASSOCIATES INC 400 GALLERIA PKWY 1800 ATLANTA GA 30339 INVESTMENT ADVISORS 415679 9 EXP.RMBR FROM PENSION TRUSTS 525110 34636318 34636318 EXP.RMBR FROM EMPLOYING COMPANIES 525110 10901868 10901868 45538186 45538186 0 45538186 0 10278608 10278608 279629 279629 589637 589637 644357 644357 274621 274621 4144 4144 295807 295807 327911 327911 5840 5840 PBGC PREMIUM 16531196 16531196 CUSTODIAN/TRUSTEE FEES 13799920 13799920 OUTSIDE CONSULTANTS 2368272 2368272 OTHER EXPENSE 112701 112701 25543 25543 45538186 45538186 0 0 4035490 136695 20471361 13256632 24506851 13393327 23505851 12392327 23505851 12392327 X 0 0 1001000 1001000 0 0 1001000 1001000 24506851 13393327 0 0 X 0 0 0 X 1 1 X 1 1 1 0 0 0 0 1 0 W DONOVAN FORMER DIRECTOR PRESIDENT (EXITED 12/17) 0 0 450000 0 12973001 0 0 0 0 0 13423001 0 0 0 R S EDWARDS FORMER DIRECTOR VP V.P. OF INVESTMENT (EXITED 12/17) 21061 0 356000 0 599094 0 0 0 25579 0 1001734 0 0 0 D RHOFFNERFORMER GENCOUNSEL & ASSIST. SECRETARY (EXITED 12/17) 95 0 180000 0 198986 0 923630 0 22039 0 1324750 0 0 0 R A FINK FORMER SENIOR SECURITIES TRADER 0 0 296083 0 309033 0 0 0 0 0 605116 0 0 0 T J MCGLINN FORMER INVESTMENT ANALYST (EXITED 12/17) 0 0 235000 0 216215 0 0 0 0 0 451215 0 0 0 A E WHEATON FORMER INVESTMENT MANAGER (EXITED 12/17) 3196 0 235000 0 410258 0 96391 0 11985 0 756830 0 0 0 R A FISHER FORMER INVESTMENT ANALYST (EXITED 12/17) 0 0 176000 0 332806 0 0 0 0 0 508806 0 0 0 H V MAMELAK FORMER INVESTMENT ANALYST (EXITED 12/17) 0 0 195000 0 169270 0 0 0 0 0 364270 0 0 0 PART I, LINE 1A TAX COMPLIANCE AND FINANCIAL PLANNING SERVICES WERE PROVIDED TO W. DONOVAN. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION ON HIS 2018 FORM W-2. PART I, LINES 4A-C W. DONOVAN: RECEIVED EQUITY-BASED COMPENSATION - $362,616 RECEIVED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $11,332,510 EXERCISED A STOCK OPTION - $944,916 R. S. EDWARDS: RECEIVED EQUITY-BASED COMPENSATION - $91,681 EXERCISED A STOCK OPTION - $296,954 D. R. HOFFNER: RECEIVED EQUITY-BASED COMPENSATION - $67,897 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $923,630 EXERCISED A STOCK OPTION - $66,231 R. A. FINK: RECEIVED EQUITY-BASED COMPENSATION - $12,540 EXERCISED A STOCK OPTION - $95,633 T. J. MCGLINN: RECEIVED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $41,848 EXERCISED A STOCK OPTION - $68,754 A. E. WHEATON: RECEIVED EQUITY-BASED COMPENSATION - $58,372 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $96,391 EXERCISED A STOCK OPTION - $190,630 R. A. FISHER: RECEIVED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $48,047 EXERCISED A STOCK OPTION - $184,573 H. V. MAMELAK: RECEIVED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $33,881 EXERCISED A STOCK OPTION - $37,469 PART I, LINE 7 W. DONOVAN, R. S. EDWARDS, D.R. HOFFNER, R. A. FINK, T. J. MCGLINN, A. E. WHEATON, R. A. FISHER, H. V. MAMELAK RECEIVED A ONE-TIME LUMP SUM SPECIAL RETENTION PAYMENT. FORM 990, PART VI, SECTION A, LINE 1 THE CHARTER OF UCF ESTABLISHES THE ADMINISTRATION COMMITTEE AND THE INVESTMENT COMMITTEE, WHICH HAVE DELEGATED AUTHORITY TO MAKE ADMINISTRATION AND INVESTMENT DECISIONS, RESPECTIVELY, FOR UCF. FORM 990, PART VI, SECTION A, LINE 6 THE AFFAIRS OF UCF ARE MANAGED BY A BOARD OF DIRECTORS, EACH OF WHOM ARE MEMBERS OF UCF. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS AND DIRECTORS OF UCF ELECT THE NEW MEMBERS OF THE BOARD OF DIRECTORS, WHICH IS UCF'S GOVERNING BODY. FORM 99, PART VI, SECTION A, LINE 9: SEE SCHEDULE O, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE TAX DIVISION OF UNITED STATES STEEL CORPORATION. PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE, FORM 990 IS REVIEWED AND APPROVED BY THE UCF COMPTROLLER. FORM 990, PART VI, SECTION B, LINE 12C THE UCF GENERAL COUNSEL IS THE CHIEF COMPLIANCE OFFICER FOR THE ORGANIZATION. ALL EMPLOYEES ARE REQUIRED TO ATTEST TO AN ANNUAL AFFIRMATION OF COMPLIANCE, INCLUDING A DISCLOSURE OF ANY POTENTIAL CONFLICT OF INTEREST. GIFTS AND ENTERTAINMENT ARE SUBJECT TO REPORTING. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL OFFICERS, KEY AND HIGHLY COMPENSATED EMPLOYEES COMPARABLE COMPENSATION INFORMATION IS PROVIDED BY INDEPENDENT SOURCES ANNUALLY AND COMPENSATION IS REVIEWED AND APPROVED BY NON-EMPLOYEE BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT SUCH INSPECTION IS REQUIRED BY LAW. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC W. DONOVAN, FORMER DIRECTOR, - 100 VISTA CIRCLE, UNIT 315, PITTSBURGH, PA 15238. R. S. EDWARDS, FORMER DIRECTOR, V.P. - 1907 MIDDLEFIELD CT, DENVILLE, NJ 07834. D. R.HOFFNER,FORMER GEN.COUNSEL - 250 IVY HILL ROAD, RIDGEFIELD, CT 06877. UNITED STATES STEEL CORPORATION 600 GRANT STREET PITTSBURGH PA 15219 251897152 MANUFACTURING PA N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0