Skip to main content

Nonprofit · EIN 25-1732974

UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST

Tax-exempt · PITTSBURGH, PA 15219

Financials

$59.4M$154.8M2023$45.5M$174.1M2024
Revenue Expenses · by fiscal year end
Financials of UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$45,484,566$174,081,633-$128,597,067$1,589,275,515$2,487,500$1,586,788,015
December 31, 2023990$59,395,354$154,828,639-$95,433,285$1,700,609,361$1,272,757$1,699,336,604
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$45,484,566
Net gain from sales of assets
-$2,329,175
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$169,119,085
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$1,700,609,361
Total assets, end of year
$1,589,275,515
Total liabilities, end of year
$2,487,500
Net assets, end of year
$1,586,788,015
Publicly traded securities
$1,127,021,049
Gross unrelated business income
-$45,853
Gross receipts
$955,725,942
Employees
0
Volunteers
0
Year formed
1994
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
US STEEL AND CARNEGIE PENSION FUNDinstitutional trustee
Institutional trustee
0$380,663
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
US STEEL AND CARNEGIE PENSION FUNDinstitutional trustee
Institutional trustee
0$237,730

Address and contacts

Address (IRS master file)
600 GRANT ST STE 1944, PITTSBURGH, PA 15219-2800
In care of
% U S STEEL & CARNEGIE PENSION FUND
Principal officer (990 for 2024)
Carnegie Pension Fund, 600 Grant Street Room 1944, Pittsburgh, PA 152192800
Signed the 990
Erin G Bealles, Asst. Secretary, USS&CPF
Phone
(412) 433-5070
Return prepared by
CROWE LLP

Mission

THE UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST (THE "TRUST") IS AN ASSET TRUST ESTABLISHED FOR THE PAYMENT OF RETIREE LIFE AND RETIREE HEALTH BENEFITS FOR CURRENT AND FUTURE RETIREES THAT ARE REPRESENTED BY THE UNITED STEELWORKERS OF AMERICA AND THAT RETIRED WITH ELIGIBILITY FOR SUCH BENEFITS FROM THE UNITED STATES STEEL CORPORATION AND CERTAIN OF ITS DIVISIONS AND WHOLLY-OWNED SUBSIDIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • THE UNITED STATES STEEL Corporation REPRESENTED RETIREES BENEFIT TRUST PAID HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES THAT ARE REPRESENTED BY THE UNITED STEELWORKERS OF AMERICA IN 2024. IN THE 2024 CALENDAR YEAR, THE TRUST PAID A TOTAL OF $169,119,085 FOR HEALTH AND LIFE BENEFITS ON BEHALF OF RETIREES.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
25-1732974
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,589,275,515
Income (IRS master file)
$955,725,942

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$45,484,566$174,081,633$1,589,275,515IRS
990December 2023$59,395,354$154,828,639$1,700,609,361XML
990December 2022$73,357,672$95,657,009$1,730,354,534IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1732974).

Questions about UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST

What is the EIN of UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST?
The employer identification number (EIN) of UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST is 25-1732974.
Is UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Carnegie Pension Fund.
Who are the officers and directors of UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $380,663 (US STEEL AND CARNEGIE PENSION FUND, institutional trustee).
How much revenue does UNITED STATES STEEL CORPORATION REPRESENTED RETIREES BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $45,484,566, expenses of $174,081,633 and total assets of $1,589,275,515 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania