2015-08-14T14:10:24-05:00 2014-12-31 990 2014-01-01 250851750 UNITED STATES STEEL AND CARNEGIE PENSION FUND UNIT 4124335572 600 GRANT STREET NO 2643 PITTSBURGH PA 152192800 KIMBERLY D FAST COMPTROLLER & ASST SECRETARY 4124335572 2015-08-11 2014 2016-03-07 17:11:31Z W DONOVAN 350 PARK AVE 17TH FL NEW YORK NY 10022 32878841 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 4 110 15 0 0 0 0 0 0 0 0 35724262 32878841 35724262 32878841 0 0 0 0 17751509 19651495 0 0 0 17972753 13227346 35724262 32878841 0 0 16677352 19432429 15676352 18431429 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 32878841 0 32878841 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. 32878841 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 21 0 1 110 1 0 0 0 0 0 0 X 7 4 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 2643 PITTSBURGH PA 152192800 D B BURRITT DIRECTOR 1.00 40.00 X 0 0 0 C M DARRAGH - DIRECTOR COMPTROLLER & ASST.SEC.UNTIL 12/1/14 10.00 40.00 X 0 0 0 J D HOLLINGSWORTH DIRECTOR 1.00 40.00 X 0 0 0 W C KING II DIRECTOR UNTIL 6/30/14 1.00 40.00 X 0 0 0 J J QUAID DIRECTOR UNTIL 5/22/14 1.00 40.00 X 0 0 0 S M SUVER DIRECTOR UNTIL 8/18/14 1.00 40.00 X 0 0 0 G A ZOVKO DIRECTOR UNTIL 6/30/14 1.00 40.00 X 0 0 0 W DONOVAN DIRECTOR, PRESIDENT 40.00 0.00 X X 1424827 0 2287281 L G CLARK DIRECTOR, SENIOR VICE PRESIDENT 40.00 0.00 X X 869892 0 344468 R S EDWARDS DIRECTOR, V.P. OF INVESTMENT 40.00 0.00 X X 767901 0 467665 L T BROCKWAY DIRECTOR, CHAIRMAN 2.00 40.00 X X 0 0 0 R L WYNKOOP - DIRECTOR V.P. OF ADMINISTRATION-UNTIL 6/30/14 1.00 40.00 X X 0 0 0 J M WILLIAMS - DIRECTOR V.P. OF ADMINISTRATION-SINCE 7/1/14 1.00 40.00 X X 0 0 0 G P SCHMIDT TREASURER 1.00 40.00 X 0 0 0 M B TAYLOR SECRETARY UNTIL 4/16/14 1.00 40.00 X 0 0 0 K D FAST - COMPTROLLER ASSIST. SECRETARY - SINCE 12/1/14 1.00 40.00 X 0 0 0 M A MCQUADE ASST.TREASURER CANADA - UNTIL 2/1/14 1.00 0.00 X 0 0 0 R S COLLINS ASST.TREASURER CANADA - SINCE 2/1/14 1.00 0.00 X 0 0 0 D R HOFFNER GENERAL COUNSEL 40.00 0.00 X 382437 0 295702 R A FINK SENIOR SECURITIES TRADER 40.00 0.00 X 729231 0 200609 T J MCGLINN INVESTMENT ANALYST 40.00 0.00 X 564642 0 153130 A E WHEATON INVESTMENT MANAGER 40.00 0.00 X 548633 0 346338 R A FISHER INVESTMENT ANALYST 40.00 0.00 X 511134 0 139409 H V MAMELAK INVESTMENT ANALYST 40.00 0.00 X 500673 0 138316 M S CASSIDY FORMER GENERAL COUNSEL 40.00 0.00 X 30222 0 0 6329592 0 4372918 34 1 1 0 XEROX HR SOLUTIONS LP 45 GLOVER AVE NORWALK CT 068564505 CONSULTING, PRINTING 1338552 EXPERIS IT SERVICES US LLC PO BOX 905375 CHARLOTTE NC 28290 CONSULTING 477828 THE NORTHERN TRUST COMPANY PO BOX 75599 CHICAGO IL 60675 CUSTODIAL 474701 BUCK CONSULTANTS LLC 10TH FLOOR 485 LEXINGTON AVE NEW YORK NY 100172630 CONSULTING 466107 BLOOMBERG FINANCE LP 731 LEXINGTON AVENUE NEW YORK NY 10022 SECURITY INFORMATION 461111 16 EXP.RMBR FROM PENSION TRUSTS 525110 20883247 20883247 EXP.RMBR FROM EMPLOYING COMPANIES 525110 11995594 11995594 32878841 32878841 32878841 0 0 6840173 6840173 10327028 10327028 522687 522687 1201079 1201079 760528 760528 286518 286518 599665 599665 576474 576474 394647 394647 2224029 2224029 208885 208885 5911 5911 159979 159979 PBGC PREMIUM 4072978 4072978 OUTSIDE CONSULTANTS 1636064 1636064 SECURITY TICKER & NEWS 1233847 1233847 CUSTODIAN FEES 968164 968164 860185 860185 32878841 32878841 0 0 1634936 161780 1001000 1001000 14041416 18269649 16677352 19432429 15676352 18431429 15676352 18431429 X 0 0 1001000 1001000 0 0 1001000 1001000 16677352 19432429 0 0 X 0 0 0 X 1 1 X 0 1 1 0 0 0 0 1 0 W DONOVAN DIRECTOR, PRESIDENT 455655 0 765000 0 204172 0 2269537 0 17744 0 3712108 0 0 0 L G CLARK DIRECTOR, SENIOR VICE PRESIDENT 421333 0 382000 0 66559 0 327828 0 16640 0 1214360 0 0 0 R S EDWARDS DIRECTOR, V.P. OF INVESTMENT 380667 0 330000 0 57234 0 456130 0 11535 0 1235566 0 0 0 D R HOFFNER GENERAL COUNSEL 202700 0 160000 0 19737 0 278084 0 17618 0 678139 0 0 0 R A FINK SENIOR SECURITIES TRADER 370167 0 317000 0 42064 0 183675 0 16934 0 929840 0 0 0 T J MCGLINN INVESTMENT ANALYST 276000 0 220000 0 68642 0 133186 0 19944 0 717772 0 0 0 A E WHEATON INVESTMENT MANAGER 281333 0 230000 0 37300 0 340983 0 5355 0 894971 0 0 0 R A FISHER INVESTMENT ANALYST 265000 0 176000 0 70134 0 118975 0 20434 0 650543 0 0 0 H V MAMELAK INVESTMENT ANALYST 265333 0 180000 0 55340 0 119340 0 18976 0 638989 0 0 0 M S CASSIDY FORMER GENERAL COUNSEL 0 0 0 0 30222 0 0 0 0 0 30222 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 2014 FORM W-2. PART I, LINES 4B-C W. DONOVAN: RECEIVED EQUITY-BASED COMPENSATION - $180,273 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $1,213,466 L. G. CLARK: RECEIVED EQUITY-BASED COMPENSATION - $56,571 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $160,987 R. S. EDWARDS: RECEIVED EQUITY-BASED COMPENSATION - $54,598 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $125,506 D. R. HOFFNER: RECEIVED EQUITY-BASED COMPENSATION - $14,109 EXERCISED A STOCK OPTION - $8,250 R. A. FINK: RECEIVED EQUITY-BASED COMPENSATION - $40,710 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $36,633 T. J. MCGLINN: RECEIVED EQUITY-BASED COMPENSATION - $39,029 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $3,383 EXERCISED A STOCK OPTION - $36,589 A. E. WHEATON: RECEIVED EQUITY-BASED COMPENSATION - $35,828 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $18,312 R. A. FISHER: RECEIVED EQUITY-BASED COMPENSATION - $34,747 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $5,245 EXERCISED A STOCK OPTION - $40,005 H. V. MAMELAK: RECEIVED EQUITY-BASED COMPENSATION - $34,747 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $3,287 EXERCISED A STOCK OPTION - $26,227 M. S. CASSIDY: RECEIVED EQUITY-BASED COMPENSATION - $13,911 RECEIVED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $1,631 EXERCISED A STOCK OPTION - $14,680 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 11 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 UCF BENEFITS ACCOUNTING, 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. FORM 990, PART VII W. DONOVAN - 350 PARK AVENUE, 17TH FLOOR, NEW YORK, NY 10022-6022. L. G. CLARK - 350 PARK AVENUE, 17TH FLOOR, NEW YORK, NY 10022-6022. R. S. EDWARDS - 350 PARK AVENUE, 17TH FLOOR, NEW YORK, NY 10022-6022. R. S. COLLINS - 386 WILCOX STREET, HAMILTON, ONTARION, CANADA L8N 3T1. D. R. HOFFNER - 350 PARK AVENUE, 17TH FLOOR, NEW YORK, NY 10022-6022. UNITED STATES STEEL CORPORATION 600 GRANT STREET PITTSBURGH PA 15219 251897152 MANUFACTURING PA NA C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0