2017-11-15T21:41:11-06:00 2016-12-31 990 2016-01-01 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 2017-11-15 199.248.185.22 2017-11-15 22:40:26 ES P 3BFA2835ACCD6923F0F7723F4EEC205D5F980D29 3BFA2835ACCD6923F0F7723F4EEC205D5F980D29 2016 2017-02-10 21:41:12Z W DONOVAN 350 PARK AVE 17TH FL NEW YORK NY 10022 41108349 0 X N/A X 1914 PA ADMINISTERING AND MAINTAINING A SYSTEM OF BENEFITS, PENSIONS, OR AIDS FOR EES OF USS AND ITS SUBS. 9 7 106 0 0 0 0 0 0 0 0 0 39351956 41108349 39351956 41108349 0 0 0 0 21845545 16737750 0 0 0 17506411 24370599 39351956 41108349 0 0 25056217 23835869 24055217 22834869 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 41108349 41108349 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. 41108349 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 10 0 1 106 1 0 0 0 0 0 0 X 9 7 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X VICTORIA A MEHLE 4124335332 600 GRANT STREET NO 1988 PITTSBURGH PA 152192800 C M DARRAGH CHAIRMAN 1.00 40.00 X 0 0 0 J D HOLLINGSWORTH DIRECTOR 1.00 40.00 X 0 0 0 W DONOVAN DIRECTOR, PRESIDENT 40.00 0.00 X X 650858 0 939973 R S EDWARDS DIRECTOR, V.P.OF INVESTMENT 40.00 0.00 X X 448604 0 278625 J M WILLIAMS DIRECTOR, V.P. OF ADMINISTRATION 1.00 40.00 X X 0 0 0 AS JAHN TREASURER 1.00 40.00 X X 0 0 0 K D FAST COMPTROLLER & ASSIST. SECRETARY 5.00 40.00 X X 0 0 0 H F SCOTT-DAVIS DIRECTOR 1.00 40.00 X 0 0 0 G W WALSH DIRECTOR & ASSIST. SECRETARY 1.00 40.00 X 0 0 0 D R HOFFNER GENERAL COUNSEL & ASSIST. SECRETARY 40.00 0.00 X 281645 0 184434 J R ALWARD ASSIST. SECRETARY 40.00 0.00 X 304832 0 38495 R A FINK SENIOR SECURITIES TRADER 40.00 0.00 X 561293 0 162582 T J MCGLINN INVESTMENT ANALYST 40.00 0.00 X 324334 0 139840 A E WHEATON INVESTMENT MANAGER 40.00 0.00 X 398814 0 215850 R A FISHER INVESTMENT ANALYST 40.00 0.00 X 289830 0 141883 H V MAMELAK INVESTMENT ANALYST 40.00 0.00 X 362506 0 143563 3622716 0 2245245 11 1 1 0 350 PARK EAT LLC PO BOX 371486 PITTSBURGH PA 152507486 CONSULTING 1302237 CONDUENT HR CONSULTING LLC PO BOX 202617 DALLAS TX 753202617 CUSTODIAL 565994 XEROX HR SOLUTIONS LP 45 GLOVER AVENUE NORWALK CT 068564505 CONSULTING, PRINTING 407032 PRICEWATERHOUSECOOPERS LLP 600 GRANT STREET STE 5200 PITTSBURGH PA 15219 CONSULTING 347025 BLOOMBERG FINANCE LP 731 LEXINGTON AVENUE NEW YORK NC 10022 CONSULTING 326732 5 EXP.RMBR FROM PENSION TRUSTS 525110 33083346 33083346 EXP.RMBR FROM EMPLOYING COMPANIES 525110 8025003 8025003 41108349 41108349 41108349 0 0 2678861 2678861 11244766 11244766 1415928 1415928 658844 658844 739351 739351 500041 500041 495822 495822 375523 375523 2295024 2295024 97509 97509 177677 177677 PBGC PREMIUM 17037450 17037450 OUTSIDE CONSULTANTS 1264063 1264063 SECURITY TICKER & NEWS 1073747 1073747 CUSTODIAN/TRUSTEE FEES 686948 686948 366795 366795 41108349 41108349 0 0 1183220 1001000 972188 22871997 22863681 25056217 23835869 24055217 22834869 24055217 22834869 X 0 0 1001000 1001000 0 0 1001000 1001000 25056217 23835869 0 0 X 0 0 0 X 1 1 X 0 1 1 0 0 0 0 1 0 W DONOVAN DIRECTOR, PRESIDENT 455322 0 0 0 195536 0 911989 0 27984 0 1590831 0 0 0 R S EDWARDS DIRECTOR, V.P.OF INVESTMENT 402306 0 0 0 46298 0 249625 0 29000 0 727229 0 0 0 D R HOFFNER GENERAL COUNSEL & ASSIST. SECRETARY 217597 0 0 0 64048 0 156997 0 27437 0 466079 0 0 0 J R ALWARD ASSIST. SECRETARY 212510 0 0 0 92322 0 33005 0 5490 0 343327 0 0 0 R A FINK SENIOR SECURITIES TRADER 372674 0 0 0 188619 0 -4112 0 166694 0 723875 0 0 0 T J MCGLINN INVESTMENT ANALYST 295731 0 0 0 28603 0 120264 0 19576 0 464174 0 0 0 A E WHEATON INVESTMENT MANAGER 289706 0 0 0 109108 0 206444 0 9406 0 614664 0 0 0 R A FISHER INVESTMENT ANALYST 264068 0 0 0 25762 0 116617 0 25266 0 431713 0 0 0 H V MAMELAK INVESTMENT ANALYST 270851 0 0 0 91655 0 117379 0 26184 0 506069 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 2015 FORM W-2. PART I, LINES 4B-C W. DONOVAN: RECEIVED EQUITY-BASED COMPENSATION - $160,611 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $345,074 R. S. EDWARDS: RECEIVED EQUITY-BASED COMPENSATION - $33,047 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $63,850 D. R. HOFFNER: RECEIVED EQUITY-BASED COMPENSATION - $ 18,294 EXERCISED A STOCK OPTION - $42,259 R. A. FINK: RECEIVED EQUITY-BASED COMPENSATION - $22,676 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $(4,400) EXERCISED A STOCK OPTION - $156,368 T. J. MCGLINN: RECEIVED EQUITY-BASED COMPENSATION - $25,153 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $ 6,115 A. E. WHEATON: RECEIVED EQUITY-BASED COMPENSATION - $ 21,861 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $17,575 EXERCISED A STOCK OPTION - $80,473 R. A. FISHER: RECEIVED EQUITY-BASED COMPENSATION - $21,861 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $6,377 H. V. MAMELAK: RECEIVED EQUITY-BASED COMPENSATION - $21,861 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $6,029 EXERCISED A STOCK OPTION - $66,345 J.R. ALWARD RECEIVED EQUITY-BASED COMPENSATION - $13,265 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $ 5,295 EXERCISED A STOCK OPTION - $75,531 PART I, LINE 7 W. DONOVAN, L. G. CLARK, R. S. EDWARDS, D.R. HOFFNER, R. A. FINK, T. J. MCGLINN, A. E. WHEATON, R. A. FISHER, H. V. MAMELAK RECEIVED BONUSES BASED ON PERFORMANCE. 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 GENERAL COUNSEL AND THE UCF PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE UCF GENERAL COUNSEL IS THE CHIEF COMPLIANCE OFFICER FOR THE ORGANIZATION. WITHIN EACH PHYSICAL LOCATION, THERE RESIDES A DEPUTY COMPLIANCE OFFICER, WHO IS RESPONSIBLE FOR MONITORING COMPLIANCE WITHIN THE LOCATION, AND COMMUNICATING WITH THE GENERAL COUNSEL. 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. 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