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Nonprofiteer
← NATIONAL STEEL CORP REPRESENTED RET BEN TR

Form 990 for tax year 2023

Filed by NATIONAL STEEL CORP REPRESENTED RET BEN TR.

Totals

Total revenue
$992,036
Total expenses
$6,241,257
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$992,036
Other revenue
$0
Total assets, end of year
$21,813,841
Total liabilities, end of year
$3,141
Net assets or fund balances, end of year
$21,810,700
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $813,567 · unrelated business $0 · excluded $813,567

  • 7a · Gross sales of assets other than inventory

    securities $11,110,675

  • 7b · Less cost or other basis and sales expenses

    securities $10,932,206

  • 7c · Gain or loss

    securities $178,469

  • 7d · Net gain or loss

    total $178,469 · related or exempt $0 · unrelated business $0 · excluded $178,469

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $6,101,275 · program services $0

  • 11b · Fees: legal

    total $14,405 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $11,500 · program services $0 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $31,670 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $51,290 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $6,465 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $22,858 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: PCORI FEES

    total $108 · program services $0 · management and general $0 · fundraising $0

  • 24b · Other expenses: DEATH AUDIT

    total $1,686 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,089,565 · end of year $341,976

  • 2 · Savings and temporary cash investments

    beginning of year $52,138 · end of year $644,152

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,598 · end of year $8,393

  • 11 · Investments: publicly traded securities

    beginning of year $233,884 · end of year $0

  • 12 · Investments: other securities

    beginning of year $24,692,824 · end of year $20,765,750

  • 15 · Other assets

    beginning of year $51,831 · end of year $53,570

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,775 · end of year $3,141

  • 29 · Capital stock, trust principal or current funds

    beginning of year $26,119,065 · end of year $21,810,700

Mission and programs · 2023

Mission

WELFARE BENEFIT PLAN

  • PROVIDE PRESCRIPTION DRUG, DEATH BENEFITS, AND HEALTH INSURANCE REIMBURSEMENT BENEFITS TO PARTICIPANTS AND DEPENDENTS

As filed on the 2023 return.

Listed in Part VII

  • Thomas Duzak

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Conway

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Calvin Rudd

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Milio Rinna

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Schafer

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Rains

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
17 April 2024
IRS schema version
2023v5.1
Source object
202412889349300941

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