Home > Trust Company of America > Number of Fiduciary and Related Asset Accounts
Trust Company of America, Number of Fiduciary and Related Asset Accounts
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $149,333,000 | 8 |
Number of Managed Accounts | $0 | 399 |
Personal Trust and Agency Accounts | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 292 |
Employee Benefit-defined Benefit Accounts | $0 | 204 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $0 | 372 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 308 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 358 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $149,333,000 | 5 |
Personal Trust and Agency Accounts | $0 | 321 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,022,000 | 8 |
Employee Benefit-defined Benefit Accounts | $0 | 137 |
Number non-managed other employee benefit and retirement-related accounts | $107,935,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 134 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 150 |
Other Fiduciary Accounts | $39,376,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $107,935,000 | 11 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $148,953,000 | 8 |
Number of Managed Accounts | $0 | 1,139 |
Personal Trust and Agency Accounts | $0 | 1,112 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 440 |
Employee Benefit-defined Benefit Accounts | $0 | 275 |
Number of other employee benefit and retirement-related accounts | $0 | 658 |
Corporate Trust and Agency Accounts | $0 | 174 |
Number of managed investment management and investment advisory agency accounts | $0 | 685 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 492 |
Other Fiduciary Accounts | $0 | 227 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 595 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
Number of Non-Managed Accounts | $148,953,000 | 5 |
Personal Trust and Agency Accounts | $0 | 719 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,123,000 | 7 |
Employee Benefit-defined Benefit Accounts | $0 | 165 |
Number non-managed other employee benefit and retirement-related accounts | $108,447,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 255 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 206 |
Other Fiduciary Accounts | $38,383,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 700 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $108,447,000 | 11 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $144,316,000 | 9 |
Number of Managed Accounts | $0 | 391 |
Personal Trust and Agency Accounts | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 206 |
Number of other employee benefit and retirement-related accounts | $0 | 368 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $0 | 366 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 304 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 354 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $144,316,000 | 5 |
Personal Trust and Agency Accounts | $0 | 316 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,072,000 | 7 |
Employee Benefit-defined Benefit Accounts | $0 | 132 |
Number non-managed other employee benefit and retirement-related accounts | $105,122,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 132 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $37,122,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 374 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $105,122,000 | 11 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $145,085,000 | 9 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 389 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 205 |
Number of other employee benefit and retirement-related accounts | $0 | 370 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $0 | 369 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 355 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $145,085,000 | 5 |
Personal Trust and Agency Accounts | $0 | 318 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,107,000 | 7 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $106,291,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 153 |
Other Fiduciary Accounts | $36,687,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 377 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $106,291,000 | 11 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $141,843,000 | 9 |
Number of Managed Accounts | $0 | 396 |
Personal Trust and Agency Accounts | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 208 |
Number of other employee benefit and retirement-related accounts | $0 | 372 |
Corporate Trust and Agency Accounts | $0 | 84 |
Number of managed investment management and investment advisory agency accounts | $0 | 372 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 310 |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 358 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $141,843,000 | 5 |
Personal Trust and Agency Accounts | $0 | 320 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,130,000 | 8 |
Employee Benefit-defined Benefit Accounts | $0 | 131 |
Number non-managed other employee benefit and retirement-related accounts | $103,584,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 152 |
Other Fiduciary Accounts | $36,129,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 381 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $103,584,000 | 11 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $135,937,000 | 8 |
Number of Managed Accounts | $0 | 1,181 |
Personal Trust and Agency Accounts | $0 | 1,159 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 456 |
Employee Benefit-defined Benefit Accounts | $0 | 281 |
Number of other employee benefit and retirement-related accounts | $0 | 674 |
Corporate Trust and Agency Accounts | $0 | 181 |
Number of managed investment management and investment advisory agency accounts | $0 | 706 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other Fiduciary Accounts | $0 | 216 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 609 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
Number of Non-Managed Accounts | $135,937,000 | 5 |
Personal Trust and Agency Accounts | $0 | 737 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,132,000 | 8 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $98,703,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 256 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 203 |
Other Fiduciary Accounts | $35,102,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 734 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $98,703,000 | 11 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $131,060,000 | 9 |
Number of Managed Accounts | $0 | 402 |
Personal Trust and Agency Accounts | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 301 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $0 | 376 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 300 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 357 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $131,060,000 | 5 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 279 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $96,421,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $34,639,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,118,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $96,421,000 | 11 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $126,576,000 | 9 |
Number of Managed Accounts | $0 | 406 |
Personal Trust and Agency Accounts | $0 | 403 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 378 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 361 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $126,576,000 | 5 |
Personal Trust and Agency Accounts | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 281 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $93,161,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $33,415,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,116,000 | 39 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $93,161,000 | 12 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $128,228,000 | 8 |
Number of Managed Accounts | $0 | 406 |
Personal Trust and Agency Accounts | $0 | 403 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 380 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $0 | 378 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
Other Fiduciary Accounts | $0 | 126 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 361 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $128,228,000 | 5 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 284 |
Employee Benefit-defined Benefit Accounts | $0 | 138 |
Number non-managed other employee benefit and retirement-related accounts | $94,717,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 148 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $33,511,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,186,000 | 38 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $94,717,000 | 12 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $128,674,000 | 8 |
Number of Managed Accounts | $0 | 1,209 |
Personal Trust and Agency Accounts | $0 | 1,190 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 476 |
Employee Benefit-defined Benefit Accounts | $0 | 299 |
Number of other employee benefit and retirement-related accounts | $0 | 685 |
Corporate Trust and Agency Accounts | $0 | 191 |
Number of managed investment management and investment advisory agency accounts | $0 | 726 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
Other Fiduciary Accounts | $0 | 237 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 619 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
Number of Non-Managed Accounts | $128,674,000 | 5 |
Personal Trust and Agency Accounts | $0 | 756 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,203,000 | 8 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $92,651,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 270 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 210 |
Other Fiduciary Accounts | $33,820,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 752 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,651,000 | 12 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $131,225,000 | 8 |
Number of Managed Accounts | $0 | 401 |
Personal Trust and Agency Accounts | $0 | 397 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $0 | 374 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 355 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $131,225,000 | 5 |
Personal Trust and Agency Accounts | $0 | 322 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,334,000 | 3 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $92,781,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $35,110,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 386 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,781,000 | 13 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $131,980,000 | 8 |
Number of Managed Accounts | $131,980,000 | 3 |
Personal Trust and Agency Accounts | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,387,000 | 1 |
Employee Benefit-defined Benefit Accounts | $0 | 218 |
Number of other employee benefit and retirement-related accounts | $93,463,000 | 1 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $0 | 377 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
Other Fiduciary Accounts | $35,130,000 | 1 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 351 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 324 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 290 |
Employee Benefit-defined Benefit Accounts | $0 | 141 |
Number non-managed other employee benefit and retirement-related accounts | $0 | 333 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $0 | 111 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 391 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $0 | 346 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $132,474,000 | 8 |
Number of Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 399 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 310 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 90 |
Number of managed investment management and investment advisory agency accounts | $0 | 375 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 349 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $132,474,000 | 5 |
Personal Trust and Agency Accounts | $0 | 326 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,435,000 | 4 |
Employee Benefit-defined Benefit Accounts | $0 | 139 |
Number non-managed other employee benefit and retirement-related accounts | $93,506,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 152 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $35,533,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 387 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $93,506,000 | 12 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $130,803,000 | 8 |
Number of Managed Accounts | $0 | 1,260 |
Personal Trust and Agency Accounts | $0 | 1,236 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 488 |
Employee Benefit-defined Benefit Accounts | $0 | 307 |
Number of other employee benefit and retirement-related accounts | $0 | 701 |
Corporate Trust and Agency Accounts | $0 | 193 |
Number of managed investment management and investment advisory agency accounts | $0 | 749 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 495 |
Other Fiduciary Accounts | $0 | 236 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 629 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Number of Non-Managed Accounts | $130,803,000 | 5 |
Personal Trust and Agency Accounts | $0 | 790 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,405,000 | 5 |
Employee Benefit-defined Benefit Accounts | $0 | 180 |
Number non-managed other employee benefit and retirement-related accounts | $92,046,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 275 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 222 |
Other Fiduciary Accounts | $35,352,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 775 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $92,046,000 | 12 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $129,147,000 | 9 |
Number of Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 399 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 224 |
Number of other employee benefit and retirement-related accounts | $0 | 376 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $0 | 375 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 350 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $129,147,000 | 5 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,379,000 | 4 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $90,567,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 144 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 160 |
Other Fiduciary Accounts | $35,201,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 385 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $90,567,000 | 12 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $126,951,000 | 9 |
Number of Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 311 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $0 | 377 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $0 | 375 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 350 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $126,951,000 | 5 |
Personal Trust and Agency Accounts | $0 | 329 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,397,000 | 4 |
Employee Benefit-defined Benefit Accounts | $0 | 143 |
Number non-managed other employee benefit and retirement-related accounts | $88,862,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 147 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 156 |
Other Fiduciary Accounts | $34,692,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 386 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $88,862,000 | 12 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $125,059,000 | 10 |
Number of Managed Accounts | $0 | 411 |
Personal Trust and Agency Accounts | $0 | 407 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 315 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 381 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 356 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $125,059,000 | 6 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,399,000 | 5 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $87,354,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 159 |
Other Fiduciary Accounts | $34,306,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 388 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $87,354,000 | 13 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $122,122,000 | 10 |
Number of Managed Accounts | $0 | 1,300 |
Personal Trust and Agency Accounts | $0 | 1,277 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 514 |
Employee Benefit-defined Benefit Accounts | $0 | 320 |
Number of other employee benefit and retirement-related accounts | $0 | 717 |
Corporate Trust and Agency Accounts | $0 | 208 |
Number of managed investment management and investment advisory agency accounts | $0 | 761 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 489 |
Other Fiduciary Accounts | $0 | 240 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 636 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Number of Non-Managed Accounts | $122,122,000 | 6 |
Personal Trust and Agency Accounts | $0 | 821 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,360,000 | 5 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $85,217,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 294 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 221 |
Other Fiduciary Accounts | $33,545,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 790 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $85,217,000 | 13 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $121,036,000 | 10 |
Number of Managed Accounts | $0 | 391 |
Personal Trust and Agency Accounts | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 302 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 360 |
Corporate Trust and Agency Accounts | $0 | 92 |
Number of managed investment management and investment advisory agency accounts | $0 | 359 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 336 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $121,036,000 | 6 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,383,000 | 6 |
Employee Benefit-defined Benefit Accounts | $0 | 142 |
Number non-managed other employee benefit and retirement-related accounts | $84,534,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 145 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 154 |
Other Fiduciary Accounts | $33,119,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $84,534,000 | 14 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $121,304,000 | 10 |
Number of Managed Accounts | $0 | 395 |
Personal Trust and Agency Accounts | $0 | 392 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 365 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $0 | 360 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 334 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $121,304,000 | 6 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,345,000 | 6 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $85,320,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 143 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 155 |
Other Fiduciary Accounts | $32,639,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 371 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $85,320,000 | 14 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $119,143,000 | 10 |
Number of Managed Accounts | $0 | 400 |
Personal Trust and Agency Accounts | $0 | 395 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 219 |
Number of other employee benefit and retirement-related accounts | $0 | 367 |
Corporate Trust and Agency Accounts | $0 | 93 |
Number of managed investment management and investment advisory agency accounts | $0 | 363 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
Other Fiduciary Accounts | $0 | 118 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 334 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $119,143,000 | 7 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,371,000 | 6 |
Employee Benefit-defined Benefit Accounts | $0 | 148 |
Number non-managed other employee benefit and retirement-related accounts | $83,800,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 140 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 158 |
Other Fiduciary Accounts | $31,972,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 374 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $83,800,000 | 14 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $117,710,000 | 10 |
Number of Managed Accounts | $0 | 1,332 |
Personal Trust and Agency Accounts | $0 | 1,311 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 531 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $0 | 725 |
Corporate Trust and Agency Accounts | $0 | 221 |
Number of managed investment management and investment advisory agency accounts | $0 | 772 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 482 |
Other Fiduciary Accounts | $0 | 246 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 635 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
Number of Non-Managed Accounts | $117,710,000 | 7 |
Personal Trust and Agency Accounts | $0 | 849 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,267,000 | 7 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $82,682,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 295 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 220 |
Other Fiduciary Accounts | $31,761,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 809 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,682,000 | 13 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $116,935,000 | 9 |
Number of Managed Accounts | $0 | 377 |
Personal Trust and Agency Accounts | $0 | 375 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 212 |
Number of other employee benefit and retirement-related accounts | $0 | 349 |
Corporate Trust and Agency Accounts | $0 | 87 |
Number of managed investment management and investment advisory agency accounts | $0 | 344 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $116,935,000 | 7 |
Personal Trust and Agency Accounts | $0 | 313 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,231,000 | 7 |
Employee Benefit-defined Benefit Accounts | $0 | 147 |
Number non-managed other employee benefit and retirement-related accounts | $82,198,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 131 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 149 |
Other Fiduciary Accounts | $31,506,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 356 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $82,198,000 | 13 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $116,036,000 | 9 |
Number of Managed Accounts | $0 | 379 |
Personal Trust and Agency Accounts | $0 | 380 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number of other employee benefit and retirement-related accounts | $0 | 352 |
Corporate Trust and Agency Accounts | $0 | 85 |
Number of managed investment management and investment advisory agency accounts | $0 | 348 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 319 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $116,036,000 | 7 |
Personal Trust and Agency Accounts | $0 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,191,000 | 8 |
Employee Benefit-defined Benefit Accounts | $0 | 145 |
Number non-managed other employee benefit and retirement-related accounts | $81,365,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 137 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 147 |
Other Fiduciary Accounts | $31,480,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $81,365,000 | 12 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $114,996,000 | 9 |
Number of Managed Accounts | $0 | 379 |
Personal Trust and Agency Accounts | $0 | 381 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 295 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number of other employee benefit and retirement-related accounts | $0 | 351 |
Corporate Trust and Agency Accounts | $0 | 89 |
Number of managed investment management and investment advisory agency accounts | $0 | 346 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 318 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $114,996,000 | 7 |
Personal Trust and Agency Accounts | $0 | 314 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,167,000 | 9 |
Employee Benefit-defined Benefit Accounts | $0 | 149 |
Number non-managed other employee benefit and retirement-related accounts | $80,366,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 139 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 148 |
Other Fiduciary Accounts | $31,463,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 361 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $80,366,000 | 11 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $114,110,000 | 8 |
Number of Managed Accounts | $0 | 1,373 |
Personal Trust and Agency Accounts | $0 | 1,341 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 548 |
Employee Benefit-defined Benefit Accounts | $0 | 330 |
Number of other employee benefit and retirement-related accounts | $0 | 749 |
Corporate Trust and Agency Accounts | $0 | 226 |
Number of managed investment management and investment advisory agency accounts | $0 | 787 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other Fiduciary Accounts | $0 | 233 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
Number of Non-Managed Accounts | $114,110,000 | 6 |
Personal Trust and Agency Accounts | $0 | 861 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,205,000 | 8 |
Employee Benefit-defined Benefit Accounts | $0 | 200 |
Number non-managed other employee benefit and retirement-related accounts | $79,453,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 326 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 211 |
Other Fiduciary Accounts | $31,452,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 829 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $79,453,000 | 13 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $112,947,000 | 8 |
Number of Managed Accounts | $0 | 397 |
Personal Trust and Agency Accounts | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 293 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 352 |
Corporate Trust and Agency Accounts | $0 | 88 |
Number of managed investment management and investment advisory agency accounts | $0 | 358 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $0 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 320 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $112,947,000 | 6 |
Personal Trust and Agency Accounts | $0 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,244,000 | 10 |
Employee Benefit-defined Benefit Accounts | $0 | 153 |
Number non-managed other employee benefit and retirement-related accounts | $78,336,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 143 |
Other Fiduciary Accounts | $31,367,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 369 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $78,336,000 | 12 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $112,559,000 | 8 |
Number of Managed Accounts | $0 | 403 |
Personal Trust and Agency Accounts | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 223 |
Number of other employee benefit and retirement-related accounts | $0 | 358 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 322 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $112,559,000 | 6 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,354,000 | 9 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $77,611,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 146 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 139 |
Other Fiduciary Accounts | $31,594,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 372 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $77,611,000 | 12 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $110,091,000 | 8 |
Number of Managed Accounts | $0 | 410 |
Personal Trust and Agency Accounts | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 306 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 363 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 368 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 266 |
Other Fiduciary Accounts | $0 | 113 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 325 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $110,091,000 | 6 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,337,000 | 10 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $75,735,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 150 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $31,019,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 376 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $75,735,000 | 12 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $106,713,000 | 8 |
Number of Managed Accounts | $0 | 1,440 |
Personal Trust and Agency Accounts | $0 | 1,406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 583 |
Employee Benefit-defined Benefit Accounts | $0 | 357 |
Number of other employee benefit and retirement-related accounts | $0 | 767 |
Corporate Trust and Agency Accounts | $0 | 246 |
Number of managed investment management and investment advisory agency accounts | $0 | 826 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 476 |
Other Fiduciary Accounts | $0 | 259 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 656 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
Number of Non-Managed Accounts | $106,713,000 | 6 |
Personal Trust and Agency Accounts | $0 | 899 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,282,000 | 9 |
Employee Benefit-defined Benefit Accounts | $0 | 217 |
Number non-managed other employee benefit and retirement-related accounts | $73,541,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 347 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 201 |
Other Fiduciary Accounts | $29,890,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 873 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $73,541,000 | 11 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $103,507,000 | 8 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 386 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 296 |
Employee Benefit-defined Benefit Accounts | $0 | 232 |
Number of other employee benefit and retirement-related accounts | $0 | 349 |
Corporate Trust and Agency Accounts | $0 | 94 |
Number of managed investment management and investment advisory agency accounts | $0 | 354 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 312 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $103,507,000 | 6 |
Personal Trust and Agency Accounts | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,263,000 | 9 |
Employee Benefit-defined Benefit Accounts | $0 | 151 |
Number non-managed other employee benefit and retirement-related accounts | $71,550,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 159 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 137 |
Other Fiduciary Accounts | $28,694,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 370 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $71,550,000 | 11 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $100,981,000 | 8 |
Number of Managed Accounts | $0 | 393 |
Personal Trust and Agency Accounts | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 299 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 350 |
Corporate Trust and Agency Accounts | $0 | 95 |
Number of managed investment management and investment advisory agency accounts | $0 | 356 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 264 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 307 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $100,981,000 | 6 |
Personal Trust and Agency Accounts | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,303,000 | 9 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $69,870,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 164 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 133 |
Other Fiduciary Accounts | $27,808,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 370 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $69,870,000 | 11 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $98,675,000 | 7 |
Number of Managed Accounts | $0 | 397 |
Personal Trust and Agency Accounts | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 304 |
Employee Benefit-defined Benefit Accounts | $0 | 230 |
Number of other employee benefit and retirement-related accounts | $0 | 356 |
Corporate Trust and Agency Accounts | $0 | 91 |
Number of managed investment management and investment advisory agency accounts | $0 | 359 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 260 |
Other Fiduciary Accounts | $0 | 116 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 310 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $98,675,000 | 5 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,345,000 | 10 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $68,127,000 | 4 |
Corporate Trust and Agency Accounts | $0 | 163 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 136 |
Other Fiduciary Accounts | $27,203,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 377 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $68,127,000 | 8 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $95,953,000 | 9 |
Number of Managed Accounts | $0 | 1,485 |
Personal Trust and Agency Accounts | $0 | 1,442 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 604 |
Employee Benefit-defined Benefit Accounts | $0 | 372 |
Number of other employee benefit and retirement-related accounts | $0 | 788 |
Corporate Trust and Agency Accounts | $0 | 253 |
Number of managed investment management and investment advisory agency accounts | $0 | 836 |
Number of foundation and endowment trust and agency accounts, managed assets | $0 | 459 |
Other Fiduciary Accounts | $0 | 261 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $0 | 655 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 82 |
Number of Non-Managed Accounts | $95,953,000 | 7 |
Personal Trust and Agency Accounts | $0 | 925 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,337,000 | 12 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number non-managed other employee benefit and retirement-related accounts | $66,586,000 | 5 |
Corporate Trust and Agency Accounts | $0 | 372 |
Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
Number (#) individual retirement, health savings, and other similar accounts | $0 | 193 |
Other Fiduciary Accounts | $26,030,000 | 1 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 883 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $66,586,000 | 9 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $91,900,000 | 9 |
Number of Managed Accounts | $0 | 386 |
Personal Trust and Agency Accounts | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 294 |
Employee Benefit-defined Benefit Accounts | $0 | 220 |
Number of other employee benefit and retirement-related accounts | $0 | 342 |
Corporate Trust and Agency Accounts | $0 | 98 |
Number of managed investment management and investment advisory agency accounts | $0 | 353 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 117 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $91,900,000 | 8 |
Personal Trust and Agency Accounts | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,334,000 | 11 |
Employee Benefit-defined Benefit Accounts | $0 | 156 |
Number non-managed other employee benefit and retirement-related accounts | $63,901,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 119 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $24,660,000 | 2 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 362 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $87,390,000 | 9 |
Number of Managed Accounts | $0 | 392 |
Personal Trust and Agency Accounts | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 305 |
Employee Benefit-defined Benefit Accounts | $0 | 225 |
Number of other employee benefit and retirement-related accounts | $0 | 346 |
Corporate Trust and Agency Accounts | $0 | 100 |
Number of managed investment management and investment advisory agency accounts | $0 | 360 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 115 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $87,390,000 | 8 |
Personal Trust and Agency Accounts | $0 | 335 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,233,000 | 12 |
Employee Benefit-defined Benefit Accounts | $0 | 155 |
Number non-managed other employee benefit and retirement-related accounts | $60,968,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 122 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $23,184,000 | 2 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 375 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $84,324,000 | 8 |
Number of Managed Accounts | $0 | 395 |
Personal Trust and Agency Accounts | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 307 |
Employee Benefit-defined Benefit Accounts | $0 | 227 |
Number of other employee benefit and retirement-related accounts | $0 | 348 |
Corporate Trust and Agency Accounts | $0 | 99 |
Number of managed investment management and investment advisory agency accounts | $0 | 362 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $84,324,000 | 7 |
Personal Trust and Agency Accounts | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,267,000 | 11 |
Employee Benefit-defined Benefit Accounts | $0 | 154 |
Number non-managed other employee benefit and retirement-related accounts | $58,642,000 | 4 |
Corporate Trust and Agency Accounts | $5,000 | 125 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $22,410,000 | 2 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 378 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $80,325,000 | 11 |
Number of Managed Accounts | $0 | 1,520 |
Personal Trust and Agency Accounts | $0 | 1,471 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 633 |
Employee Benefit-defined Benefit Accounts | $0 | 371 |
Number of other employee benefit and retirement-related accounts | $0 | 777 |
Corporate Trust and Agency Accounts | $0 | 267 |
Number of managed investment management and investment advisory agency accounts | $0 | 851 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 285 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $80,325,000 | 8 |
Personal Trust and Agency Accounts | $0 | 952 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,232,000 | 12 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number non-managed other employee benefit and retirement-related accounts | $55,673,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $21,415,000 | 2 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 882 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $76,578,000 | 10 |
Number of Managed Accounts | $0 | 419 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 322 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $0 | 375 |
Corporate Trust and Agency Accounts | $0 | 108 |
Number of managed investment management and investment advisory agency accounts | $0 | 390 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 120 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $76,578,000 | 8 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,138,000 | 12 |
Employee Benefit-defined Benefit Accounts | $0 | 163 |
Number non-managed other employee benefit and retirement-related accounts | $52,890,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 129 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $20,545,000 | 2 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 397 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $74,644,000 | 11 |
Number of Managed Accounts | $0 | 425 |
Personal Trust and Agency Accounts | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 241 |
Number of other employee benefit and retirement-related accounts | $0 | 382 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 394 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 123 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $74,644,000 | 9 |
Personal Trust and Agency Accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,146,000 | 12 |
Employee Benefit-defined Benefit Accounts | $0 | 167 |
Number non-managed other employee benefit and retirement-related accounts | $51,370,000 | 6 |
Corporate Trust and Agency Accounts | $5,000 | 130 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $20,123,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 401 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $64,143,000 | 13 |
Number of Managed Accounts | $0 | 434 |
Personal Trust and Agency Accounts | $0 | 425 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 327 |
Employee Benefit-defined Benefit Accounts | $0 | 240 |
Number of other employee benefit and retirement-related accounts | $0 | 388 |
Corporate Trust and Agency Accounts | $0 | 103 |
Number of managed investment management and investment advisory agency accounts | $0 | 400 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 128 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $64,143,000 | 8 |
Personal Trust and Agency Accounts | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,916,000 | 12 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $45,150,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 128 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $16,072,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 408 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $62,071,000 | 13 |
Number of Managed Accounts | $0 | 1,582 |
Personal Trust and Agency Accounts | $0 | 1,533 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 667 |
Employee Benefit-defined Benefit Accounts | $0 | 397 |
Number of other employee benefit and retirement-related accounts | $0 | 791 |
Corporate Trust and Agency Accounts | $0 | 273 |
Number of managed investment management and investment advisory agency accounts | $0 | 881 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 300 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $62,071,000 | 8 |
Personal Trust and Agency Accounts | $0 | 976 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,889,000 | 13 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number non-managed other employee benefit and retirement-related accounts | $43,624,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 212 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $15,553,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 913 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $59,944,000 | 12 |
Number of Managed Accounts | $0 | 421 |
Personal Trust and Agency Accounts | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 317 |
Employee Benefit-defined Benefit Accounts | $0 | 235 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 121 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $59,944,000 | 8 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,883,000 | 13 |
Employee Benefit-defined Benefit Accounts | $0 | 170 |
Number non-managed other employee benefit and retirement-related accounts | $42,153,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 133 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $14,903,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 393 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $55,861,000 | 13 |
Number of Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 323 |
Employee Benefit-defined Benefit Accounts | $0 | 244 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 385 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 124 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $55,861,000 | 8 |
Personal Trust and Agency Accounts | $0 | 355 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,704,000 | 13 |
Employee Benefit-defined Benefit Accounts | $0 | 174 |
Number non-managed other employee benefit and retirement-related accounts | $39,724,000 | 5 |
Corporate Trust and Agency Accounts | $5,000 | 138 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $13,428,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 402 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $52,897,000 | 14 |
Number of Managed Accounts | $0 | 427 |
Personal Trust and Agency Accounts | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 324 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $0 | 374 |
Corporate Trust and Agency Accounts | $0 | 102 |
Number of managed investment management and investment advisory agency accounts | $0 | 386 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 119 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $52,897,000 | 8 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,579,000 | 14 |
Employee Benefit-defined Benefit Accounts | $0 | 175 |
Number non-managed other employee benefit and retirement-related accounts | $37,863,000 | 6 |
Corporate Trust and Agency Accounts | $1,000 | 175 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $12,454,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 400 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $50,380,000 | 14 |
Number of Managed Accounts | $0 | 1,625 |
Personal Trust and Agency Accounts | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 707 |
Employee Benefit-defined Benefit Accounts | $0 | 426 |
Number of other employee benefit and retirement-related accounts | $0 | 788 |
Corporate Trust and Agency Accounts | $0 | 281 |
Number of managed investment management and investment advisory agency accounts | $0 | 891 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 293 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $50,380,000 | 8 |
Personal Trust and Agency Accounts | $0 | 991 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,396,000 | 15 |
Employee Benefit-defined Benefit Accounts | $0 | 260 |
Number non-managed other employee benefit and retirement-related accounts | $36,374,000 | 6 |
Corporate Trust and Agency Accounts | $3,000 | 266 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $11,607,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 951 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $48,105,000 | 12 |
Number of Managed Accounts | $0 | 409 |
Personal Trust and Agency Accounts | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 320 |
Employee Benefit-defined Benefit Accounts | $0 | 242 |
Number of other employee benefit and retirement-related accounts | $0 | 356 |
Corporate Trust and Agency Accounts | $0 | 101 |
Number of managed investment management and investment advisory agency accounts | $0 | 365 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 122 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $48,105,000 | 7 |
Personal Trust and Agency Accounts | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,241,000 | 15 |
Employee Benefit-defined Benefit Accounts | $0 | 176 |
Number non-managed other employee benefit and retirement-related accounts | $34,902,000 | 6 |
Corporate Trust and Agency Accounts | $2,000 | 165 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $10,960,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 389 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $46,614,000 | 13 |
Number of Managed Accounts | $0 | 413 |
Personal Trust and Agency Accounts | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 328 |
Employee Benefit-defined Benefit Accounts | $0 | 248 |
Number of other employee benefit and retirement-related accounts | $0 | 358 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $0 | 369 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $46,614,000 | 7 |
Personal Trust and Agency Accounts | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,130,000 | 16 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $33,937,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $10,547,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 396 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $43,242,000 | 15 |
Number of Managed Accounts | $0 | 437 |
Personal Trust and Agency Accounts | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 337 |
Employee Benefit-defined Benefit Accounts | $0 | 249 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 139 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $43,242,000 | 8 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,932,000 | 16 |
Employee Benefit-defined Benefit Accounts | $0 | 185 |
Number non-managed other employee benefit and retirement-related accounts | $31,700,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $9,610,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 406 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $42,777,000 | 16 |
Number of Managed Accounts | $0 | 1,678 |
Personal Trust and Agency Accounts | $0 | 1,622 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 756 |
Employee Benefit-defined Benefit Accounts | $0 | 446 |
Number of other employee benefit and retirement-related accounts | $0 | 819 |
Corporate Trust and Agency Accounts | $0 | 303 |
Number of managed investment management and investment advisory agency accounts | $0 | 919 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 320 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $42,777,000 | 9 |
Personal Trust and Agency Accounts | $0 | 1,023 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,886,000 | 15 |
Employee Benefit-defined Benefit Accounts | $0 | 282 |
Number non-managed other employee benefit and retirement-related accounts | $31,424,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $9,467,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 974 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $41,292,000 | 17 |
Number of Managed Accounts | $0 | 422 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 329 |
Employee Benefit-defined Benefit Accounts | $0 | 246 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $0 | 370 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 135 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $41,292,000 | 9 |
Personal Trust and Agency Accounts | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,711,000 | 15 |
Employee Benefit-defined Benefit Accounts | $0 | 188 |
Number non-managed other employee benefit and retirement-related accounts | $30,433,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 200 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $9,148,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 397 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $40,359,000 | 19 |
Number of Managed Accounts | $0 | 435 |
Personal Trust and Agency Accounts | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 251 |
Number of other employee benefit and retirement-related accounts | $0 | 373 |
Corporate Trust and Agency Accounts | $0 | 114 |
Number of managed investment management and investment advisory agency accounts | $0 | 384 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 140 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $40,359,000 | 11 |
Personal Trust and Agency Accounts | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,470,000 | 19 |
Employee Benefit-defined Benefit Accounts | $0 | 181 |
Number non-managed other employee benefit and retirement-related accounts | $30,047,000 | 7 |
Corporate Trust and Agency Accounts | $0 | 207 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $8,842,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $39,117,000 | 19 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 343 |
Employee Benefit-defined Benefit Accounts | $0 | 254 |
Number of other employee benefit and retirement-related accounts | $0 | 372 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $0 | 383 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 144 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $39,117,000 | 11 |
Personal Trust and Agency Accounts | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,241,000 | 22 |
Employee Benefit-defined Benefit Accounts | $0 | 184 |
Number non-managed other employee benefit and retirement-related accounts | $29,249,000 | 7 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $8,627,000 | 2 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 414 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $38,550,000 | 20 |
Number of Managed Accounts | $0 | 1,698 |
Personal Trust and Agency Accounts | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 767 |
Employee Benefit-defined Benefit Accounts | $0 | 445 |
Number of other employee benefit and retirement-related accounts | $0 | 797 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $0 | 911 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 337 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $38,550,000 | 13 |
Personal Trust and Agency Accounts | $0 | 1,017 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $977,000 | 31 |
Employee Benefit-defined Benefit Accounts | $0 | 292 |
Number non-managed other employee benefit and retirement-related accounts | $29,304,000 | 8 |
Corporate Trust and Agency Accounts | $0 | 423 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $8,269,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,000 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $38,359,000 | 20 |
Number of Managed Accounts | $0 | 424 |
Personal Trust and Agency Accounts | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 243 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $0 | 367 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 125 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $38,359,000 | 14 |
Personal Trust and Agency Accounts | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,325,000 | 24 |
Employee Benefit-defined Benefit Accounts | $0 | 189 |
Number non-managed other employee benefit and retirement-related accounts | $29,114,000 | 8 |
Corporate Trust and Agency Accounts | $0 | 201 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $7,920,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 404 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,162,000 | 20 |
Number of Managed Accounts | $0 | 429 |
Personal Trust and Agency Accounts | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 338 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 357 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $0 | 372 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 127 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $37,162,000 | 14 |
Personal Trust and Agency Accounts | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,415,000 | 23 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $28,369,000 | 8 |
Corporate Trust and Agency Accounts | $0 | 206 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $7,378,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 409 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,162,000 | 20 |
Number of Managed Accounts | $0 | 438 |
Personal Trust and Agency Accounts | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 344 |
Employee Benefit-defined Benefit Accounts | $0 | 247 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $0 | 380 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 130 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $37,162,000 | 14 |
Personal Trust and Agency Accounts | $0 | 364 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,415,000 | 22 |
Employee Benefit-defined Benefit Accounts | $0 | 195 |
Number non-managed other employee benefit and retirement-related accounts | $28,369,000 | 8 |
Corporate Trust and Agency Accounts | $0 | 205 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $7,378,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 417 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $35,184,000 | 21 |
Number of Managed Accounts | $0 | 1,742 |
Personal Trust and Agency Accounts | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 794 |
Employee Benefit-defined Benefit Accounts | $0 | 450 |
Number of other employee benefit and retirement-related accounts | $0 | 809 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $0 | 932 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 331 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $35,184,000 | 14 |
Personal Trust and Agency Accounts | $0 | 1,047 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,317,000 | 24 |
Employee Benefit-defined Benefit Accounts | $0 | 304 |
Number non-managed other employee benefit and retirement-related accounts | $27,398,000 | 9 |
Corporate Trust and Agency Accounts | $0 | 460 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,469,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,025 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,250,000 | 21 |
Number of Managed Accounts | $0 | 442 |
Personal Trust and Agency Accounts | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 347 |
Employee Benefit-defined Benefit Accounts | $0 | 256 |
Number of other employee benefit and retirement-related accounts | $0 | 364 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $0 | 379 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 143 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $34,250,000 | 14 |
Personal Trust and Agency Accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,326,000 | 23 |
Employee Benefit-defined Benefit Accounts | $0 | 213 |
Number non-managed other employee benefit and retirement-related accounts | $26,149,000 | 9 |
Corporate Trust and Agency Accounts | $0 | 209 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,775,000 | 3 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 430 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,121,000 | 23 |
Number of Managed Accounts | $0 | 446 |
Personal Trust and Agency Accounts | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 353 |
Employee Benefit-defined Benefit Accounts | $0 | 257 |
Number of other employee benefit and retirement-related accounts | $0 | 369 |
Corporate Trust and Agency Accounts | $0 | 129 |
Number of managed investment management and investment advisory agency accounts | $0 | 387 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 151 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $34,121,000 | 15 |
Personal Trust and Agency Accounts | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,253,000 | 26 |
Employee Benefit-defined Benefit Accounts | $0 | 214 |
Number non-managed other employee benefit and retirement-related accounts | $26,104,000 | 10 |
Corporate Trust and Agency Accounts | $0 | 211 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,764,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 431 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,298,000 | 23 |
Number of Managed Accounts | $0 | 461 |
Personal Trust and Agency Accounts | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 360 |
Employee Benefit-defined Benefit Accounts | $0 | 261 |
Number of other employee benefit and retirement-related accounts | $0 | 377 |
Corporate Trust and Agency Accounts | $0 | 138 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 156 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $34,298,000 | 14 |
Personal Trust and Agency Accounts | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $1,241,000 | 26 |
Employee Benefit-defined Benefit Accounts | $0 | 215 |
Number non-managed other employee benefit and retirement-related accounts | $26,099,000 | 10 |
Corporate Trust and Agency Accounts | $0 | 216 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,958,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 442 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $33,523,000 | 22 |
Number of Managed Accounts | $2,000 | 1,674 |
Personal Trust and Agency Accounts | $2,000 | 1,628 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 834 |
Employee Benefit-defined Benefit Accounts | $0 | 477 |
Number of other employee benefit and retirement-related accounts | $0 | 820 |
Corporate Trust and Agency Accounts | $0 | 378 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 352 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $33,521,000 | 13 |
Personal Trust and Agency Accounts | $0 | 1,072 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $883,000 | 36 |
Employee Benefit-defined Benefit Accounts | $0 | 309 |
Number non-managed other employee benefit and retirement-related accounts | $26,056,000 | 9 |
Corporate Trust and Agency Accounts | $0 | 452 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,582,000 | 5 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 1,048 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $32,181,000 | 19 |
Number of Managed Accounts | $2,000 | 1,654 |
Personal Trust and Agency Accounts | $2,000 | 1,597 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $0 | 815 |
Employee Benefit-defined Benefit Accounts | $0 | 447 |
Number of other employee benefit and retirement-related accounts | $0 | 769 |
Corporate Trust and Agency Accounts | $0 | 351 |
Number of managed investment management and investment advisory agency accounts | $0 | 858 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $0 | 365 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $32,179,000 | 7 |
Personal Trust and Agency Accounts | $0 | 999 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $521,000 | 46 |
Employee Benefit-defined Benefit Accounts | $0 | 284 |
Number non-managed other employee benefit and retirement-related accounts | $25,206,000 | 6 |
Corporate Trust and Agency Accounts | $0 | 450 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $6,452,000 | 4 |
Memoranda | ||
Custody and Safekeeping Accounts | $0 | 971 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |