STRATEGY STUDIO / PUBLIC DATA EXPLORER

EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE

Cite this

Plain text EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/357204043. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/357204043

MLA “EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/357204043. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $3.3M · expenses $2.2M · assets $26.6M

Also known as
POST-2014 RETIREE BENEFITS ENHANCEMENT
EIN
35-7204043
Address
200 PUBLIC SQ STE 3300, CLEVELAND, OH 44114-2315
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2020
Cross-check
ProPublica Nonprofit Explorer

Mission

PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF EMPIRE IRON MINING PARTNERSHIP, TILDEN MINING COMPANY L.C., UNITED TACONITE, LLC, AND HIBBING TACONITE CO

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Bny Mellon Institution TRUSTEE2020-2024 $13,919$63,069 1456

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Kurt Holland TRUSTEE2020-2024 0 $0 reported 3
Robert Fischer TRUSTEE2020-2024 0 $0 reported 3
Robert Witherell TRUSTEE2020-2024 0 $0 reported 2
John Rebrovich TRUSTEE2020-2024 0 $0 reported 2

People by year

2024 · 5 people listed · 1 paid, $14K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BNY MELLON Institution TRUSTEE0 $13,919$0$0 $13,9191456
KURT HOLLAND TRUSTEE0 $0$0$0 $03
ROBERT FISCHER TRUSTEE0 $0$0$0 $03
ROBERT WITHERELL TRUSTEE0 $0$0$0 $02
JOHN REBROVICH TRUSTEE0 $0$0$0 $02
2023 · 5 people listed · 1 paid, $16K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BNY MELLON Institution TRUSTEE0 $16,205$0$0 $16,2051456
KURT HOLLAND TRUSTEE0 $0$0$0 $03
ROBERT FISCHER TRUSTEE0 $0$0$0 $03
ROBERT WITHERELL TRUSTEE0 $0$0$0 $02
JOHN REBROVICH TRUSTEE0 $0$0$0 $02
2022 · 5 people listed · 1 paid, $16K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BNY MELLON Institution TRUSTEE0 $15,954$0$0 $15,9541456
KURT HOLLAND TRUSTEE0 $0$0$0 $03
ROBERT FISCHER TRUSTEE0 $0$0$0 $03
ROBERT WITHERELL TRUSTEE0 $0$0$0 $02
JOHN REBROVICH TRUSTEE0 $0$0$0 $02
2021 · 5 people listed · 1 paid, $9K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BNY MELLON Institution TRUSTEE0 $8,723$0$0 $8,7231456
KURT HOLLAND TRUSTEE0 $0$0$0 $03
ROBERT FISCHER TRUSTEE0 $0$0$0 $03
ROBERT WITHERELL TRUSTEE0 $0$0$0 $02
JOHN REBROVICH TRUSTEE0 $0$0$0 $02
2020 · 5 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BNY MELLON Institution TRUSTEE0 $8,268$0$0 $8,2681456
KURT HOLLAND TRUSTEE0 $0$0$0 $03
ROBERT FISCHER TRUSTEE0 $0$0$0 $03
ROBERT WITHERELL TRUSTEE0 $0$0$0 $02
JOHN REBROVICH TRUSTEE0 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$3,316,323$2,211,164 $26,640,839$26,640,839 $0$2,000,000 $13,91900
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$12,595,324$1,465,437 $25,535,680$25,535,680 $0$11,910,807 $16,20500
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$5,127,655$1,432,382 $7,121,839$7,121,839 $0$5,032,965 $15,95400
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$2,520,377$1,705,504 $3,426,566$3,426,566 $0$2,520,000 $8,72300
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$372,839$1,280,225 $2,611,693$2,611,693 $0$360,000 $8,26800

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CLEVELAND-CLIFFS STEEL LLC POST 2025 VEBA TRUSTOHY43 $2,127,848$33,708 INSTITUTIONAL TRUSTEE$33,708 Same NTEE code Y43, revenue within 2x, same state, similar mission
THE K COMPANY HRA VEBA TRUSTOHY43 $2,536,854$96,182 TRUSTEE$359,633 Same NTEE code Y43, revenue within 2x, same state, similar mission
R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUSTOHY43 $1,717,409$1,634,481 PRESIDENT/TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUSTOHY43 $5,366,828$11,373,093 TRUSTEE$29,519 Same NTEE code Y43, revenue within 2x, same state, similar mission
OVEC-IKEC UNION RETIREE MEDICAL TROHY43 $5,645,676$2,453,630 TRUSTEE$23,883 Same NTEE code Y43, revenue within 2x, same state
ULLIMAN SCHUTTE CONSTRUCTION LLC TROHY43 $3,017,594$3,017,594 TRUST COMMITTEE MEMBER$226,507 Same NTEE code Y43, revenue within 2x, same state
VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLANOHY43 $2,324,184$1,016,162 TRUSTEE$17,000 Same NTEE code Y43, revenue within 2x, same state
OVEC-IKEC RETIREE MEDICAL TROHY43 $1,846,175$3,330,262 TRUSTEE$7,055 Same NTEE code Y43, revenue within 2x, same state
NM GROUP GLOBAL LLC HEALTH BENEFIT TROHY43 $5,051,751$6,142,042 Trustee$5,000 Same NTEE code Y43, revenue within 2x, same state
AKRON SUMMIT COMM ACTION INC H & W BENEFIT PLAN TROHY43 $3,345,468$3,411,797 TRUSTEE$259,135 Same NTEE code Y43, revenue within 2x, same state
PLUMBING LOCAL 219 HEALTH & WELFARE FUNDOHY43 $5,718,382$4,639,470 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUNDOHY43 $2,792,207$2,135,943 TRUSTEE$566,302 Same NTEE code Y43, revenue within 2x, same state
PLUMBERS PIPE FITTERS & MECHANICAL EQUIPMENT SERVICE LOCAL UNION 392OHY43 $1,938,294$1,831,826 TRUSTEE$105,338 Same NTEE code Y43, revenue within 2x, same state
SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUNDOHY43 $4,741,247$4,297,530 TRUSTEE$106,285 Same NTEE code Y43, revenue within 2x, same state
UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUSTDCY43 $4,356,593$3,963,924 COMMITTEE CHAIR$135,819 Same NTEE code Y43, revenue within 2x, similar mission
SRC OF LEXINGTON EMPLOYEE BENEFITS TRKYY43 $3,363,884$3,374,736 PLAN ADMINIS$0 Same NTEE code Y43, revenue within 2x, similar mission
AUTOMOBILE INDUSTRY TRKYY43 $2,034,895$2,097,568 ADMINISTRATO$0 Same NTEE code Y43, revenue within 2x, similar mission
GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TRPAY43 $3,499,015$1,407,245 TRUSTEE$4,000 Same NTEE code Y43, revenue within 2x, similar mission
PORTLAND POLICE ASSOCIATION RETIREE HEALTH PLAN AND TRUSTWAY43 $5,223,237$2,323,797 Chairman$0 Same NTEE code Y43, revenue within 2x, similar mission
UNITED UNION OF ROOFERS WATER- PROOFERS & ALLIED WORKERSNYY43 $5,893,542$5,619,937 UNION TRUSTEE$233,081 Same NTEE code Y43, revenue within 2x, similar mission
WASHINGTON RETAIL HEALTH TRUSTWAY43 $5,984,828$5,952,137 ADMINISTRATOR$275,677 Same NTEE code Y43, revenue within 2x, similar mission
THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TRVAY43 $5,580,872$12,153,202 TRUSTEE$14,312 Same NTEE code Y43, revenue within 2x, similar mission
GENERAL DYNAMICS IS & T POSTRETIREM LIFE INSURANCE BENEFITS TRVAY43 $3,373,511$705,745 TRUSTEE$17,907 Same NTEE code Y43, revenue within 2x, similar mission
INTEL RETIREE MEDICAL PLAN TR FOR KEY EMPLOYEESCAY43 $1,903,491$1,875,797 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
EMPLOYERS MUTUAL CASUALTY COMPANY VEBA RETIREE MEDICAL BENEFIT TRUSTIAY43 $4,069,737$3,735,234 Institutional Trustee$7,821 Same NTEE code Y43, revenue within 2x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,211,164 spent · pay $13,919 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $2,192,495--- 99.2%
Pay: officers, directors, trustees, key employees $13,919--- 0.6%
Fees: accounting $4,750--- 0.2%
Total$2,211,164100%

View the filing

2023 · Form 990 · $1,465,437 spent · pay $16,205 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,449,232--- 98.9%
Pay: officers, directors, trustees, key employees $16,205--- 1.1%
Total$1,465,437100%

View the filing

2022 · Form 990 · $1,432,382 spent · pay $15,954 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,416,428--- 98.9%
Pay: officers, directors, trustees, key employees $15,954--- 1.1%
Total$1,432,382100%

View the filing

2021 · Form 990 · $1,705,504 spent · pay $8,723 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,696,781--- 99.5%
Pay: officers, directors, trustees, key employees $8,723--- 0.5%
Total$1,705,504100%

View the filing

2020 · Form 990 · $1,280,225 spent · pay $8,268 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $1,271,957--- 99.4%
Pay: officers, directors, trustees, key employees $8,268--- 0.6%
Total$1,280,225100%

View the filing