Nonprofit · EIN 57-6217882
UNITED TACONITE LLC RETIREE BENEFIT TR
Tax-exempt · PITTSBURGH, PA 15253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $271,846 | $387,069 | -$115,223 | $21,805,328 | $0 | $21,805,328 |
| December 31, 2023 | 990 | $623,779 | $1,276,614 | -$652,835 | $21,920,551 | $0 | $21,920,551 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $271,846
- Net gain from sales of assets
- -$410,476
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $292,152
- Compensation of officers, directors and key employees
- $36,663
- Salaries, compensation and benefits (total)
- $36,663
- Professional fundraising fees
- $0
- Accounting fees
- $11,300
- Program services (functional)
- $387,069
Balance sheet and other
- Total assets, start of year
- $21,920,551
- Total assets, end of year
- $21,805,328
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,805,328
- Publicly traded securities
- $19,763,525
- Gross receipts
- $8,497,816
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- NY
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0 | $36,663 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) Institutional trustee | 0 | $42,340 |
Address and contacts
- Address (IRS master file)
- PO BOX 535007, PITTSBURGH, PA 15253-5007
- In care of
- % THE BANK OF NEW YORK MELLON
- Principal officer (990 for 2024)
- BRENT HEINTZELMAN, PO BOX 535007, PITTSBURGH, PA 152535007
- Signed the 990
- SHELLY M PALETTA, BNYM, TRUSTEE
- Phone
- (412) 234-2242
- Return prepared by
- ERNST & YOUNG US LLP
Mission
THE UNITED TACONITE LLC PROGRAM OF HOSPITAL- MEDICAL BENEFITS IS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES.
Program accomplishments
- THE UNITED TACONITE LLC PROGRAM OF HOSPITAL- MEDICAL BENEFITS IS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 57-6217882
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $21,805,328
- Income (IRS master file)
- $8,497,816
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $271,846 | $387,069 | $21,805,328 | XML |
| 990 | December 2023 | $623,779 | $1,276,614 | $21,920,551 | XML |
| 990 | December 2022 | -$1,084,390 | $2,890,226 | $22,573,386 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 57-6217882).
Questions about UNITED TACONITE LLC RETIREE BENEFIT TR
- What is the EIN of UNITED TACONITE LLC RETIREE BENEFIT TR?
- The employer identification number (EIN) of UNITED TACONITE LLC RETIREE BENEFIT TR is 57-6217882.
- Is UNITED TACONITE LLC RETIREE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to UNITED TACONITE LLC RETIREE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED TACONITE LLC RETIREE BENEFIT TR 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 TACONITE LLC RETIREE BENEFIT TR 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 TACONITE LLC RETIREE BENEFIT TR 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 TACONITE LLC RETIREE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names BRENT HEINTZELMAN.
- Who are the officers and directors of UNITED TACONITE LLC RETIREE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $36,663 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
- How much revenue does UNITED TACONITE LLC RETIREE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $271,846, expenses of $387,069 and total assets of $21,805,328 at year end.
Other nonprofits in PITTSBURGH
- EMPLOYEE BENEFIT TRUST OF HARRIS TRUST AND SAVINGS BANK AND EIN 36-6551984 · last filed 990 for 2024
- VEBA TRUST FOR UNION EMPLOYEES OF KEYSPAN CORPORATION EIN 13-3914183 · last filed 990 for 2024
- RETIREES OF THE GOODYEAR TIRE & RUBBER COMPANY HEALTH CARE TR EIN 26-6330284 · last filed 990 for 2024
- UNITED STATES STEEL CORPORATION RETIREE INSURANCE BENEFITS TRUST EIN 27-4344749 · last filed 990 for 2024
- AMERICAN ELECTRIC POWER SYSTEM RETIREE MEDICAL TRUST EIN 75-2472686 · last filed 990 for 2024
- THE BANK OF NEW YORK MELLON CORPORATION SUPPLEMENTAL UNEMPLOYE EIN 02-0560694 · last filed 990 for 2024
- THE DEERE & COMPANY WELFARE BENEFIT VEBA FOR SALARIED EMPLOYEES EIN 30-6073592 · last filed 990 for 2025
- DEERE & COMPANY WELFARE BENEFIT TRUST 2 EIN 30-6073593 · last filed 990 for 2025
All nonprofits in PITTSBURGH · Pennsylvania · Mutual and membership benefit