2016-11-15T16:19:36-06:00 2015-12-31 990 2015-01-01 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 2016-11-15 2015 2017-02-10 21:41:12Z X W DONOVAN 350 PARK AVE 17TH FL NEW YORK NY 10022 39351956 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 4 119 8 0 0 0 0 0 0 0 0 32878841 39351956 32878841 39351956 0 0 0 0 19651495 21845545 0 0 0 13227346 17506411 32878841 39351956 0 0 19432429 25056217 18431429 24055217 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 39351956 39351956 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. 39351956 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 12 0 1 119 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 1988 PITTSBURGH PA 152192800 D B BURRITT DIRECTOR - UNTIL 03/2015 1.00 40.00 X 0 0 0 C M DARRAGH DIRECTOR 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 1488463 0 1518789 L G CLARK DIRECTOR, SENIOR VICE PRESIDENT 40.00 0.00 X X 898000 0 1244463 R S EDWARDS DIRECTOR, V.P. OF INVESTMENT 40.00 0.00 X X 816297 0 334204 L T BROCKWAY DIRECTOR, CHAIRMAN 2.00 40.00 X X 0 0 0 J M WILLIAMS DIRECTOR, V.P. OF ADMINISTRATION 1.00 40.00 X X 0 0 0 G P SCHMIDT TREASURER 1.00 40.00 X 0 0 0 K D FAST COMPTROLLER & ASSIST. SECRETARY 5.00 40.00 X 0 0 0 D R HOFFNER GENERAL COUNSEL & ASSIST. SECRETARY 40.00 0.00 X 410381 0 240530 R A FINK SENIOR SECURITIES TRADER 40.00 0.00 X 746189 0 233001 T J MCGLINN INVESTMENT ANALYST 40.00 0.00 X 568799 0 158063 A E WHEATON INVESTMENT MANAGER 40.00 0.00 X 571185 0 214741 R A FISHER INVESTMENT ANALYST 40.00 0.00 X 483807 0 146349 H V MAMELAK INVESTMENT ANALYST 40.00 0.00 X 495997 0 145638 6479118 0 4235778 11 0 1 0 XEROX HR SOLUTIONS LP 45 GLOVER AVENUE NORWALK CT 068564505 CONSULTING, PRINTING 1522204 LOCKE LORD LLP 2200 ROSS AVENUE STE 2800 DALLAS TX 75201 CONSULTING 698572 THE NORTHERN TRUST COMPANY PO BOX 75599 CHICAGO IL 60675 CUSTODIAL 496432 BLOOMBERG FINANCE LP 731 LEXINGTON AVENUE NEW YORK NC 10022 CONSULTING 484281 PRICEWATERHOUSECOOPERS LLP 600 GRANT STREET STE 5200 PITTSBURGH PA 15219 CONSULTING 371746 17 EXP.RMBR FROM PENSION TRUSTS 525110 29274904 29274904 EXP.RMBR FROM EMPLOYING COMPANIES 525110 10077052 10077052 39351956 39351956 39351956 0 0 6134829 6134829 9325201 9325201 4967216 4967216 628005 628005 790294 790294 81814 81814 565655 565655 398377 398377 459291 459291 2271779 2271779 145753 145753 6392 6392 132863 132863 PBGC PREMIUM 8990094 8990094 OUTSIDE CONSULTANTS 1826040 1826040 SECURITY TICKER & NEWS 1333455 1333455 CUSTODIAN FEES 924639 924639 370259 370259 39351956 39351956 0 0 161780 1183220 1001000 1001000 18269649 22871997 19432429 25056217 18431429 24055217 18431429 24055217 X 0 0 1001000 1001000 0 0 1001000 1001000 19432429 25056217 0 0 X 0 0 0 X 1 1 X 0 1 1 0 0 0 0 1 0 W DONOVAN DIRECTOR, PRESIDENT 454671 0 795600 0 238192 0 1492764 0 26025 0 3007252 0 0 0 L G CLARK DIRECTOR, SENIOR VICE PRESIDENT 416978 0 390000 0 91022 0 1222658 0 21805 0 2142463 0 0 0 R S EDWARDS DIRECTOR, V.P. OF INVESTMENT 385773 0 356000 0 74524 0 307364 0 26840 0 1150501 0 0 0 D R HOFFNER GENERAL COUNSEL & ASSIST. SECRETARY 208607 0 170000 0 31774 0 215027 0 25503 0 650911 0 0 0 R A FINK SENIOR SECURITIES TRADER 368925 0 323000 0 54264 0 213977 0 19024 0 979190 0 0 0 T J MCGLINN INVESTMENT ANALYST 280216 0 235000 0 53583 0 134999 0 23064 0 726862 0 0 0 A E WHEATON INVESTMENT MANAGER 289000 0 235000 0 47185 0 214717 0 24 0 785926 0 0 0 R A FISHER INVESTMENT ANALYST 260333 0 176000 0 47474 0 120213 0 26136 0 630156 0 0 0 H V MAMELAK INVESTMENT ANALYST 270377 0 180000 0 45620 0 120571 0 25067 0 641635 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 - $208,038 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $736,071 L. G. CLARK: RECEIVED EQUITY-BASED COMPENSATION - $63,221 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $775,401 R. S. EDWARDS: RECEIVED EQUITY-BASED COMPENSATION - $65,869 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $127,473 D. R. HOFFNER: RECEIVED EQUITY-BASED COMPENSATION - $28,415 EXERCISED A STOCK OPTION - $3,053 R. A. FINK: RECEIVED EQUITY-BASED COMPENSATION - $47,534 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $69,256 T. J. MCGLINN: RECEIVED EQUITY-BASED COMPENSATION - $50,152 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $5,291 A. E. WHEATON: RECEIVED EQUITY-BASED COMPENSATION - $43,599 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $37,270 R. A. FISHER: RECEIVED EQUITY-BASED COMPENSATION - $43,599 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $5,803 H. V. MAMELAK: RECEIVED EQUITY-BASED COMPENSATION - $43,599 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $3,546 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 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. 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 N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0