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Branch Banking and Trust Company of South Carolina, Number of Fiduciary and Related Asset Accounts

2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,235,000173
Number of Managed Accounts$1,006,000158
Personal Trust and Agency Accounts$575,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000135
Employee Benefit-defined Benefit Accounts$5,000121
Number of other employee benefit and retirement-related accounts$127,000186
Corporate Trust and Agency Accounts$1,00082
Number of managed investment management and investment advisory agency accounts$264,000170
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$229,000164
Personal Trust and Agency Accounts$74,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000165
Employee Benefit-defined Benefit Accounts$3,000113
Number non-managed other employee benefit and retirement-related accounts$24,000199
Corporate Trust and Agency Accounts$93,00062
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000106
Memoranda
Custody and Safekeeping Accounts$53,000244
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,251,000173
Number of Managed Accounts$1,013,000161
Personal Trust and Agency Accounts$599,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000141
Employee Benefit-defined Benefit Accounts$5,000130
Number of other employee benefit and retirement-related accounts$119,000194
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$255,000177
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$238,000167
Personal Trust and Agency Accounts$78,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000167
Employee Benefit-defined Benefit Accounts$3,000123
Number non-managed other employee benefit and retirement-related accounts$25,000199
Corporate Trust and Agency Accounts$96,00063
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000113
Memoranda
Custody and Safekeeping Accounts$1,000386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,270,000171
Number of Managed Accounts$1,022,000157
Personal Trust and Agency Accounts$607,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000148
Employee Benefit-defined Benefit Accounts$6,000120
Number of other employee benefit and retirement-related accounts$122,000188
Corporate Trust and Agency Accounts$1,00089
Number of managed investment management and investment advisory agency accounts$253,000176
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$248,000169
Personal Trust and Agency Accounts$81,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000163
Employee Benefit-defined Benefit Accounts$3,000121
Number non-managed other employee benefit and retirement-related accounts$27,000197
Corporate Trust and Agency Accounts$95,00064
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000115
Memoranda
Custody and Safekeeping Accounts$56,000247
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,288,000177
Number of Managed Accounts$1,027,000159
Personal Trust and Agency Accounts$601,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000167
Employee Benefit-defined Benefit Accounts$6,000131
Number of other employee benefit and retirement-related accounts$126,000207
Corporate Trust and Agency Accounts$1,000234
Number of managed investment management and investment advisory agency accounts$258,000173
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$261,000212
Personal Trust and Agency Accounts$95,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000193
Employee Benefit-defined Benefit Accounts$3,000155
Number non-managed other employee benefit and retirement-related accounts$31,000366
Corporate Trust and Agency Accounts$90,00070
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000233
Memoranda
Custody and Safekeeping Accounts$49,000414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,294,000165
Number of Managed Accounts$1,026,000151
Personal Trust and Agency Accounts$609,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000142
Employee Benefit-defined Benefit Accounts$6,000122
Number of other employee benefit and retirement-related accounts$128,000166
Corporate Trust and Agency Accounts$1,00091
Number of managed investment management and investment advisory agency accounts$247,000168
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$268,000155
Personal Trust and Agency Accounts$100,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000145
Employee Benefit-defined Benefit Accounts$3,000124
Number non-managed other employee benefit and retirement-related accounts$33,000179
Corporate Trust and Agency Accounts$80,00065
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000118
Memoranda
Custody and Safekeeping Accounts$47,000258
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,320,000164
Number of Managed Accounts$1,048,000150
Personal Trust and Agency Accounts$623,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000147
Employee Benefit-defined Benefit Accounts$5,000130
Number of other employee benefit and retirement-related accounts$132,000159
Corporate Trust and Agency Accounts$1,00093
Number of managed investment management and investment advisory agency accounts$252,000167
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$272,000155
Personal Trust and Agency Accounts$104,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000137
Employee Benefit-defined Benefit Accounts$4,000105
Number non-managed other employee benefit and retirement-related accounts$32,000185
Corporate Trust and Agency Accounts$78,00069
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000119
Memoranda
Custody and Safekeeping Accounts$48,000262
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,340,000161
Number of Managed Accounts$1,067,000149
Personal Trust and Agency Accounts$634,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000146
Employee Benefit-defined Benefit Accounts$5,000136
Number of other employee benefit and retirement-related accounts$133,000159
Corporate Trust and Agency Accounts$1,00098
Number of managed investment management and investment advisory agency accounts$257,000163
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$273,000157
Personal Trust and Agency Accounts$105,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000137
Employee Benefit-defined Benefit Accounts$4,000110
Number non-managed other employee benefit and retirement-related accounts$33,000182
Corporate Trust and Agency Accounts$71,00073
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000106
Memoranda
Custody and Safekeeping Accounts$51,000259
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,401,000169
Number of Managed Accounts$1,102,000148
Personal Trust and Agency Accounts$655,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000158
Employee Benefit-defined Benefit Accounts$4,000162
Number of other employee benefit and retirement-related accounts$138,000186
Corporate Trust and Agency Accounts$1,000234
Number of managed investment management and investment advisory agency accounts$264,000161
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$299,000193
Personal Trust and Agency Accounts$128,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000155
Employee Benefit-defined Benefit Accounts$4,000140
Number non-managed other employee benefit and retirement-related accounts$36,000343
Corporate Trust and Agency Accounts$68,00083
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000220
Memoranda
Custody and Safekeeping Accounts$50,000412
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,440,000156
Number of Managed Accounts$1,128,000143
Personal Trust and Agency Accounts$666,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000132
Employee Benefit-defined Benefit Accounts$5,000133
Number of other employee benefit and retirement-related accounts$142,000148
Corporate Trust and Agency Accounts$1,00089
Number of managed investment management and investment advisory agency accounts$270,000148
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$312,000146
Personal Trust and Agency Accounts$126,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,000134
Employee Benefit-defined Benefit Accounts$3,000122
Number non-managed other employee benefit and retirement-related accounts$39,000167
Corporate Trust and Agency Accounts$80,00070
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000103
Memoranda
Custody and Safekeeping Accounts$50,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,497,000149
Number of Managed Accounts$1,186,000138
Personal Trust and Agency Accounts$686,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000134
Employee Benefit-defined Benefit Accounts$5,000128
Number of other employee benefit and retirement-related accounts$153,000140
Corporate Trust and Agency Accounts$1,00092
Number of managed investment management and investment advisory agency accounts$296,000134
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$311,000149
Personal Trust and Agency Accounts$127,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000148
Employee Benefit-defined Benefit Accounts$3,000126
Number non-managed other employee benefit and retirement-related accounts$40,000173
Corporate Trust and Agency Accounts$83,00073
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000105
Memoranda
Custody and Safekeeping Accounts$49,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,567,000140
Number of Managed Accounts$1,245,000132
Personal Trust and Agency Accounts$697,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000126
Employee Benefit-defined Benefit Accounts$4,000139
Number of other employee benefit and retirement-related accounts$175,000127
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$319,000121
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$322,000145
Personal Trust and Agency Accounts$127,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000146
Employee Benefit-defined Benefit Accounts$3,000132
Number non-managed other employee benefit and retirement-related accounts$44,000163
Corporate Trust and Agency Accounts$85,00077
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000112
Memoranda
Custody and Safekeeping Accounts$50,000281
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,612,000148
Number of Managed Accounts$1,259,000133
Personal Trust and Agency Accounts$699,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000137
Employee Benefit-defined Benefit Accounts$3,000195
Number of other employee benefit and retirement-related accounts$179,000138
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$324,000116
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$353,000191
Personal Trust and Agency Accounts$144,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000157
Employee Benefit-defined Benefit Accounts$3,000158
Number non-managed other employee benefit and retirement-related accounts$45,000314
Corporate Trust and Agency Accounts$89,00091
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000230
Memoranda
Custody and Safekeeping Accounts$51,000441
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,651,000142
Number of Managed Accounts$1,277,000133
Personal Trust and Agency Accounts$694,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000134
Employee Benefit-defined Benefit Accounts$1,000218
Number of other employee benefit and retirement-related accounts$190,000116
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$334,000106
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$374,000156
Personal Trust and Agency Accounts$158,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,000146
Employee Benefit-defined Benefit Accounts$3,000143
Number non-managed other employee benefit and retirement-related accounts$48,000165
Corporate Trust and Agency Accounts$88,00084
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000126
Memoranda
Custody and Safekeeping Accounts$59,000278
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,711,000143
Number of Managed Accounts$1,327,000130
Personal Trust and Agency Accounts$710,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,000125
Employee Benefit-defined Benefit Accounts$1,000217
Number of other employee benefit and retirement-related accounts$202,000109
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$349,000104
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$384,000153
Personal Trust and Agency Accounts$161,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,000153
Employee Benefit-defined Benefit Accounts$1,000178
Number non-managed other employee benefit and retirement-related accounts$51,000166
Corporate Trust and Agency Accounts$96,00088
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000132
Memoranda
Custody and Safekeeping Accounts$61,000278
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,758,000146
Number of Managed Accounts$1,366,000131
Personal Trust and Agency Accounts$722,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,000115
Employee Benefit-defined Benefit Accounts$1,000226
Number of other employee benefit and retirement-related accounts$212,000103
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$354,000105
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$392,000161
Personal Trust and Agency Accounts$163,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,000145
Employee Benefit-defined Benefit Accounts$1,000178
Number non-managed other employee benefit and retirement-related accounts$50,000172
Corporate Trust and Agency Accounts$94,00089
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000133
Memoranda
Custody and Safekeeping Accounts$63,000281
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,632,000162
Number of Managed Accounts$1,492,000132
Personal Trust and Agency Accounts$715,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00089
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$232,000103
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$430,00093
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$140,000353
Personal Trust and Agency Accounts$11,000516
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,000181
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$18,000481
Corporate Trust and Agency Accounts$42,000126
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$40,000546
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,745,000140
Number of Managed Accounts$1,634,000108
Personal Trust and Agency Accounts$756,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,000106
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$263,00088
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$499,00074
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$111,000386
Personal Trust and Agency Accounts$11,000484
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000196
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$21,000442
Corporate Trust and Agency Accounts$27,000151
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$66,000382
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA