Civic Intelligence

United Taconite LLC Program of Hospital

EIN 57-6217882 • 501(c)9 • Pittsburgh, PA

Profile

The united taconite llc program of hospital- medical benefits is for eligible pensioners and surviving spouses.

C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$36,663

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

30th percentile

-0.5%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-56%

Faster revenue growth than 2% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$21,805,328

Down $115,223 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$21,805,328

Down $115,223 (-0.5%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin7th percentile

Revenue

Down

$271,846

Down $351,933 (-56%) from 2023

Expenses

Down

$387,069

Down $889,545 (-70%) from 2023

Net Income

Up

-$115,223

Up $537,612 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $20,624,524Liabilities 2011: $0Net Assets 2011: $20,624,5242011Assets 2012: $25,231,843Liabilities 2012: $0Net Assets 2012: $25,231,8432012Assets 2013: $27,713,311Liabilities 2013: $0Net Assets 2013: $27,713,3112013Assets 2014: $28,104,395Liabilities 2014: $0Net Assets 2014: $28,104,3952014Assets 2015: $29,082,573Liabilities 2015: $70,610Net Assets 2015: $29,011,9632015Assets 2016: $28,526,515Liabilities 2016: $56,655Net Assets 2016: $28,469,8602016Assets 2017: $27,921,532Liabilities 2017: $51,906Net Assets 2017: $27,869,6262017Assets 2018: $26,414,138Liabilities 2018: $0Net Assets 2018: $26,414,1382018Assets 2019: $25,018,254Liabilities 2019: $0Net Assets 2019: $25,018,2542019Assets 2020: $25,825,479Liabilities 2020: $0Net Assets 2020: $25,825,4792020Assets 2021: $26,548,002Liabilities 2021: $0Net Assets 2021: $26,548,0022021Assets 2022: $22,573,386Liabilities 2022: $0Net Assets 2022: $22,573,3862022Assets 2023: $21,920,551Liabilities 2023: $0Net Assets 2023: $21,920,5512023Assets 2024: $21,805,328Liabilities 2024: $0Net Assets 2024: $21,805,3282024

Highlighted filing

2024

Assets$21,805,328
Liabilities$0
Net Assets$21,805,328
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2011: $4,211,129Expenses 2011: $32,290Net Income 2011: $4,178,8392011Revenue 2012: $4,655,274Expenses 2012: $47,955Net Income 2012: $4,607,3192012Revenue 2013: $3,514,738Expenses 2013: $1,039,998Net Income 2013: $2,474,7402013Revenue 2014: $1,870,502Expenses 2014: $1,479,418Net Income 2014: $391,0842014Revenue 2015: $1,975,866Expenses 2015: $1,068,298Net Income 2015: $907,5682015Revenue 2016: $833,374Expenses 2016: $1,375,477Net Income 2016: -$542,1032016Revenue 2017: $2,568,455Expenses 2017: $3,168,689Net Income 2017: -$600,2342017Revenue 2018: $924,596Expenses 2018: $2,380,084Net Income 2018: -$1,455,4882018Revenue 2019: $1,588,932Expenses 2019: $2,984,816Net Income 2019: -$1,395,8842019Revenue 2020: $2,824,813Expenses 2020: $2,017,588Net Income 2020: $807,2252020Revenue 2021: $1,514,185Expenses 2021: $791,662Net Income 2021: $722,5232021Revenue 2022: -$1,084,390Expenses 2022: $2,890,226Net Income 2022: -$3,974,6162022Revenue 2023: $623,779Expenses 2023: $1,276,614Net Income 2023: -$652,8352023Revenue 2024: $271,846Expenses 2024: $387,069Net Income 2024: -$115,2232024

Highlighted filing

2024

Revenue$271,846
Expenses$387,069
Net Income-$115,223
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,805,328
Liabilities
$0
Net assets
$21,805,328
Revenue
$271,846
Expenses
$387,069
Net income
-$115,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$0.27$0.39$0.12
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.62$1.28$0.65
2022Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.08$2.89$3.97
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.51$0.79$0.72
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$2.82$2.02$0.81
2019Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$1.59$2.98$1.40
2018Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$0.92$2.38$1.46
2017Detailed filing. Detailed filing data is available for this year.$27.9$0.05$27.9$2.57$3.17$0.60
2016Detailed filing. Detailed filing data is available for this year.$28.5$0.06$28.5$0.83$1.38$0.54
2015Detailed filing. Detailed filing data is available for this year.$29.1$0.07$29.0$1.98$1.07$0.91
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.87$1.48$0.39
2013Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$3.51$1.04$2.47
2012Summary only. Only limited summary data is available for this year.$25.2$0.00$25.2$4.66$0.05$4.61
2011Summary only. Only limited summary data is available for this year.$20.6$0.00$20.6$4.21$0.03$4.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$8,497,816
Mission and Program Overview

Mission

The united taconite llc program of hospital- medical benefits is for eligible pensioners and surviving spouses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,920,551$21,805,328▼ $115,223
Investments in Publicly Traded Securities$19,513,384$19,763,525▲ $250,141
Investments Other Securities$2,398,092$2,037,057▼ $361,035
Savings and Temporary Cash Investments$9,075$4,746▼ $4,329
Total Assets$21,920,551$21,805,328▼ $115,223
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,920,551$21,805,328▼ $115,223
Total Liabilities and Net Assets / Fund Balance$21,920,551$21,805,328▼ $115,223

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$228,600--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$36,663$36,663
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$271,846
Other Revenue
$0
Change in Net Assets
$-115,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,254
Salaries, Compensation, and Employee Benefits$36,663
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$292,152--$292,152
Fees for Service Investment Mgmnt Fees$46,954--$46,954
Current Officers, Directors, Trustees, and Key Employees$36,663--$36,663
Fees for Services Accounting$11,300--$11,300
Total Functional Expenses$387,069$0$0$387,069
International Activity

International Summary

Spending
$1,408,597

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$1,408,597
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI Section A Lines 1A & B & Part VII

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is cliffs natural resources, inc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such the veba does not have a governing body that exercises discretion.”

Form 990 Part VI Sections A & B Lines 8, 12-15

“These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

Form 990 Part VI Line 11B

“Process for reviewing form 990 a complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990 Part VII Section A Line 1A Column (B)

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for united taconite llc program of hospital medical benefits trust 15823-utac. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are based upon factors such as the”

Form 990 Part VII Section A Line 1A Column (B) Continued

“Market value of the account and in accordance with the bank of new york mellon's agreement with cliffs natural resources, inc.”

Form 990, Page 6, Part VI, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Filing and Contact Details

Filer

Filer Name
United Taconite LLC Program of Hospital
EIN
57-6217882
Phone
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342242
Signed
2025-08-18

Organization Details

Principal Officer
Brent Heintzelman
Formed
2004
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eileen Webb
Phone
4126447800
Raw XML Appendix278 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GainOrLossGrp/SecuritiesAmt0-410476
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07815494
IRS990/GrossReceiptsAmt08497816
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt0682322
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02398092
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02037057
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019513384
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08225970
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PoliticalCampaignActyInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS CLIFFS NATURAL RESOURCES, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS FOR REVIEWING FORM 990 A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR UNITED TACONITE LLC PROGRAM OF HOSPITAL MEDICAL BENEFITS TRUST 15823-UTAC. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE BASED UPON FACTORS SUCH AS THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH CLIFFS NATURAL RESOURCES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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