Home > Comerica Bank > Gross Fiduciary and Related Services Income
Comerica Bank, Gross Fiduciary and Related Services Income
2024-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,000,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 80 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 25 |
YTD Gross Income from other retirement accounts | $5,000,000 | 43 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | $32,000,000 | 24 |
Foundation and endowment and agency accounts income | $4,000,000 | 32 |
YTD Gross income other trust and agency accounts | $7,000,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $13,000,000 | 26 |
YTD Gross income other trust accounts | $8,000,000 | 19 |
Gross Fiduciary activities income | $92,000,000 | 43 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 7 |
2024-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $13,000,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 69 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 21 |
YTD Gross Income from other retirement accounts | $4,000,000 | 38 |
YTD Gross Income corporate trust and agency | $0 | 174 |
Investment management and investment advisory agency accounts income | $20,000,000 | 26 |
Foundation and endowment and agency accounts income | $2,000,000 | 41 |
YTD Gross income other trust and agency accounts | $4,000,000 | 11 |
YTD Gross income custody and safekeeping agency accounts | $8,000,000 | 27 |
YTD Gross income other trust accounts | $5,000,000 | 21 |
Gross Fiduciary activities income | $59,000,000 | 46 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 7 |
2024-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,000,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 257 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $2,000,000 | 39 |
YTD Gross Income corporate trust and agency | $0 | 95 |
Investment management and investment advisory agency accounts income | $9,000,000 | 72 |
Foundation and endowment and agency accounts income | $1,000,000 | 38 |
YTD Gross income other trust and agency accounts | $2,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 26 |
YTD Gross income other trust accounts | $3,000,000 | 19 |
Gross Fiduciary activities income | $29,000,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 7 |
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $37,000,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 65 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 20 |
YTD Gross Income from other retirement accounts | $6,000,000 | 44 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $32,000,000 | 68 |
Foundation and endowment and agency accounts income | $6,000,000 | 29 |
YTD Gross income other trust and agency accounts | $11,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 26 |
YTD Gross income other trust accounts | $5,000,000 | 29 |
Gross Fiduciary activities income | $118,000,000 | 40 |
YTD fiduciary expense (Dec. only) | $114,000,000 | 33 |
YTD fiduciary net loss (Dec. only) | $2,000,000 | 22 |
YTD fiduciary intracompany income (Dec. only) | $5,000,000 | 34 |
YTD net fiduciary income (Dec. only) | $7,000,000 | 107 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,000,000 | 8 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,000,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 48 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 21 |
YTD Gross Income from other retirement accounts | $5,000,000 | 42 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $25,000,000 | 69 |
Foundation and endowment and agency accounts income | $4,000,000 | 29 |
YTD Gross income other trust and agency accounts | $8,000,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $10,000,000 | 27 |
YTD Gross income other trust accounts | $5,000,000 | 24 |
Gross Fiduciary activities income | $91,000,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,000,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 37 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 20 |
YTD Gross Income from other retirement accounts | $3,000,000 | 43 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $15,000,000 | 74 |
Foundation and endowment and agency accounts income | $3,000,000 | 30 |
YTD Gross income other trust and agency accounts | $6,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 25 |
YTD Gross income other trust accounts | $3,000,000 | 27 |
Gross Fiduciary activities income | $61,000,000 | 38 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,000,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 24 |
YTD Gross Income from other retirement accounts | $1,000,000 | 61 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $8,000,000 | 29 |
Foundation and endowment and agency accounts income | $1,000,000 | 39 |
YTD Gross income other trust and agency accounts | $4,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 26 |
YTD Gross income other trust accounts | $2,000,000 | 26 |
Gross Fiduciary activities income | $31,000,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $36,000,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 40 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 24 |
YTD Gross Income from other retirement accounts | $6,000,000 | 45 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $30,000,000 | 29 |
Foundation and endowment and agency accounts income | $6,000,000 | 30 |
YTD Gross income other trust and agency accounts | $11,000,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $13,000,000 | 28 |
YTD Gross income other trust accounts | $9,000,000 | 23 |
Gross Fiduciary activities income | $119,000,000 | 42 |
YTD fiduciary expense (Dec. only) | $108,000,000 | 35 |
YTD fiduciary net loss (Dec. only) | $3,000,000 | 10 |
YTD fiduciary intracompany income (Dec. only) | $9,000,000 | 29 |
YTD net fiduciary income (Dec. only) | $17,000,000 | 66 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,000,000 | 8 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $28,000,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 39 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 24 |
YTD Gross Income from other retirement accounts | $5,000,000 | 37 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $23,000,000 | 30 |
Foundation and endowment and agency accounts income | $5,000,000 | 28 |
YTD Gross income other trust and agency accounts | $8,000,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $9,000,000 | 28 |
YTD Gross income other trust accounts | $6,000,000 | 25 |
Gross Fiduciary activities income | $90,000,000 | 42 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 35 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 20 |
YTD Gross Income from other retirement accounts | $3,000,000 | 40 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $16,000,000 | 26 |
Foundation and endowment and agency accounts income | $3,000,000 | 26 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,000,000 | 29 |
YTD Gross income other trust accounts | $4,000,000 | 20 |
Gross Fiduciary activities income | $59,000,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 36 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $2,000,000 | 31 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $8,000,000 | 26 |
Foundation and endowment and agency accounts income | $1,000,000 | 32 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 37 |
YTD Gross income other trust accounts | $2,000,000 | 18 |
Gross Fiduciary activities income | $29,000,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $41,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,000,000 | 32 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 21 |
YTD Gross Income from other retirement accounts | $7,000,000 | 32 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $30,000,000 | 27 |
Foundation and endowment and agency accounts income | $6,000,000 | 28 |
YTD Gross income other trust and agency accounts | $9,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $11,000,000 | 30 |
YTD Gross income other trust accounts | $7,000,000 | 22 |
Gross Fiduciary activities income | $120,000,000 | 30 |
YTD fiduciary expense (Dec. only) | $94,000,000 | 30 |
YTD fiduciary net loss (Dec. only) | $1,000,000 | 14 |
YTD fiduciary intracompany income (Dec. only) | $3,000,000 | 26 |
YTD net fiduciary income (Dec. only) | $28,000,000 | 36 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $30,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 29 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 21 |
YTD Gross Income from other retirement accounts | $6,000,000 | 29 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $23,000,000 | 27 |
Foundation and endowment and agency accounts income | $4,000,000 | 28 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $9,000,000 | 26 |
YTD Gross income other trust accounts | $3,000,000 | 27 |
Gross Fiduciary activities income | $89,000,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 20 |
YTD Gross Income from other retirement accounts | $4,000,000 | 30 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $16,000,000 | 26 |
Foundation and endowment and agency accounts income | $3,000,000 | 27 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,000,000 | 27 |
YTD Gross income other trust accounts | $3,000,000 | 24 |
Gross Fiduciary activities income | $59,000,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $2,000,000 | 28 |
YTD Gross Income corporate trust and agency | $0 | 108 |
Investment management and investment advisory agency accounts income | $8,000,000 | 24 |
Foundation and endowment and agency accounts income | $1,000,000 | 30 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 29 |
YTD Gross income other trust accounts | $1,000,000 | 29 |
Gross Fiduciary activities income | $29,000,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $36,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 32 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 20 |
YTD Gross Income from other retirement accounts | $7,000,000 | 27 |
YTD Gross Income corporate trust and agency | $0 | 151 |
Investment management and investment advisory agency accounts income | $28,000,000 | 25 |
Foundation and endowment and agency accounts income | $4,000,000 | 30 |
YTD Gross income other trust and agency accounts | $11,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 24 |
YTD Gross income other trust accounts | $8,000,000 | 21 |
Gross Fiduciary activities income | $117,000,000 | 29 |
YTD fiduciary expense (Dec. only) | $76,000,000 | 33 |
YTD fiduciary net loss (Dec. only) | $0 | 180 |
YTD fiduciary intracompany income (Dec. only) | $6,000,000 | 19 |
YTD net fiduciary income (Dec. only) | $47,000,000 | 28 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $28,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 32 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 20 |
YTD Gross Income from other retirement accounts | $5,000,000 | 29 |
YTD Gross Income corporate trust and agency | $0 | 122 |
Investment management and investment advisory agency accounts income | $21,000,000 | 25 |
Foundation and endowment and agency accounts income | $4,000,000 | 24 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $10,000,000 | 26 |
YTD Gross income other trust accounts | $6,000,000 | 19 |
Gross Fiduciary activities income | $89,000,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,000,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 32 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 20 |
YTD Gross Income from other retirement accounts | $3,000,000 | 33 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $14,000,000 | 25 |
Foundation and endowment and agency accounts income | $3,000,000 | 23 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 24 |
YTD Gross income other trust accounts | $4,000,000 | 19 |
Gross Fiduciary activities income | $60,000,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,000,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 20 |
YTD Gross Income from other retirement accounts | $2,000,000 | 25 |
YTD Gross Income corporate trust and agency | $0 | 109 |
Investment management and investment advisory agency accounts income | $7,000,000 | 26 |
Foundation and endowment and agency accounts income | $2,000,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 25 |
YTD Gross income other trust accounts | $2,000,000 | 19 |
Gross Fiduciary activities income | $32,000,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $39,000,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 34 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 21 |
YTD Gross Income from other retirement accounts | $7,000,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 143 |
Investment management and investment advisory agency accounts income | $26,000,000 | 27 |
Foundation and endowment and agency accounts income | $6,000,000 | 23 |
YTD Gross income other trust and agency accounts | $11,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $15,000,000 | 24 |
YTD Gross income other trust accounts | $9,000,000 | 19 |
Gross Fiduciary activities income | $121,000,000 | 30 |
YTD fiduciary expense (Dec. only) | $72,000,000 | 35 |
YTD fiduciary net loss (Dec. only) | $0 | 159 |
YTD fiduciary intracompany income (Dec. only) | $8,000,000 | 19 |
YTD net fiduciary income (Dec. only) | $57,000,000 | 23 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,000,000 | 8 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,000,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 34 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 21 |
YTD Gross Income from other retirement accounts | $5,000,000 | 29 |
YTD Gross Income corporate trust and agency | $0 | 117 |
Investment management and investment advisory agency accounts income | $19,000,000 | 29 |
Foundation and endowment and agency accounts income | $5,000,000 | 20 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $11,000,000 | 24 |
YTD Gross income other trust accounts | $7,000,000 | 19 |
Gross Fiduciary activities income | $90,000,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,000,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 34 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 21 |
YTD Gross Income from other retirement accounts | $4,000,000 | 27 |
YTD Gross Income corporate trust and agency | $0 | 127 |
Investment management and investment advisory agency accounts income | $13,000,000 | 29 |
Foundation and endowment and agency accounts income | $3,000,000 | 23 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 24 |
YTD Gross income other trust accounts | $4,000,000 | 20 |
Gross Fiduciary activities income | $60,000,000 | 32 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,000,000 | 8 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,000,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 35 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $2,000,000 | 25 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $6,000,000 | 29 |
Foundation and endowment and agency accounts income | $2,000,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 26 |
YTD Gross income other trust accounts | $2,000,000 | 21 |
Gross Fiduciary activities income | $30,000,000 | 32 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,000,000 | 8 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $41,040,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,174,000 | 33 |
YTD Gross Income employee benefit defined benefit | $5,007,000 | 17 |
YTD Gross Income from other retirement accounts | $7,221,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 175 |
Investment management and investment advisory agency accounts income | $26,768,000 | 29 |
Foundation and endowment and agency accounts income | $6,152,000 | 21 |
YTD Gross income other trust and agency accounts | $11,864,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $13,350,000 | 25 |
YTD Gross income other trust accounts | $9,543,000 | 18 |
Gross Fiduciary activities income | $126,119,000 | 31 |
YTD fiduciary expense (Dec. only) | $86,092,000 | 30 |
YTD fiduciary net loss (Dec. only) | $704,000 | 21 |
YTD fiduciary intracompany income (Dec. only) | $8,026,000 | 17 |
YTD net fiduciary income (Dec. only) | $47,349,000 | 27 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,337,000 | 8 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $31,288,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,950,000 | 32 |
YTD Gross Income employee benefit defined benefit | $3,892,000 | 16 |
YTD Gross Income from other retirement accounts | $5,487,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $20,333,000 | 29 |
Foundation and endowment and agency accounts income | $4,703,000 | 21 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $9,958,000 | 25 |
YTD Gross income other trust accounts | $7,118,000 | 18 |
Gross Fiduciary activities income | $95,591,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,592,000 | 8 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $21,329,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,682,000 | 32 |
YTD Gross Income employee benefit defined benefit | $2,659,000 | 17 |
YTD Gross Income from other retirement accounts | $3,682,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 134 |
Investment management and investment advisory agency accounts income | $13,700,000 | 29 |
Foundation and endowment and agency accounts income | $3,116,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,726,000 | 26 |
YTD Gross income other trust accounts | $4,611,000 | 18 |
Gross Fiduciary activities income | $64,464,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,735,000 | 8 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,968,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,415,000 | 29 |
YTD Gross Income employee benefit defined benefit | $1,377,000 | 17 |
YTD Gross Income from other retirement accounts | $1,887,000 | 28 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $6,905,000 | 28 |
Foundation and endowment and agency accounts income | $1,575,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,306,000 | 26 |
YTD Gross income other trust accounts | $2,184,000 | 18 |
Gross Fiduciary activities income | $32,605,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $872,000 | 9 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $40,757,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,353,000 | 36 |
YTD Gross Income employee benefit defined benefit | $5,023,000 | 17 |
YTD Gross Income from other retirement accounts | $7,444,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 195 |
Investment management and investment advisory agency accounts income | $26,160,000 | 28 |
Foundation and endowment and agency accounts income | $6,002,000 | 20 |
YTD Gross income other trust and agency accounts | $10,908,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $14,196,000 | 26 |
YTD Gross income other trust accounts | $9,734,000 | 16 |
Gross Fiduciary activities income | $124,577,000 | 31 |
YTD fiduciary expense (Dec. only) | $84,759,000 | 31 |
YTD fiduciary net loss (Dec. only) | $2,000 | 164 |
YTD fiduciary intracompany income (Dec. only) | $6,087,000 | 19 |
YTD net fiduciary income (Dec. only) | $45,903,000 | 26 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,449,000 | 8 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $30,736,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,149,000 | 35 |
YTD Gross Income employee benefit defined benefit | $3,794,000 | 17 |
YTD Gross Income from other retirement accounts | $5,576,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $19,425,000 | 28 |
Foundation and endowment and agency accounts income | $4,553,000 | 20 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $10,826,000 | 26 |
YTD Gross income other trust accounts | $7,318,000 | 14 |
Gross Fiduciary activities income | $93,417,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,585,000 | 8 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,821,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,066,000 | 36 |
YTD Gross Income employee benefit defined benefit | $2,573,000 | 16 |
YTD Gross Income from other retirement accounts | $3,781,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 137 |
Investment management and investment advisory agency accounts income | $12,966,000 | 28 |
Foundation and endowment and agency accounts income | $2,998,000 | 21 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $7,289,000 | 26 |
YTD Gross income other trust accounts | $4,888,000 | 16 |
Gross Fiduciary activities income | $62,713,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,740,000 | 8 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,561,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $985,000 | 36 |
YTD Gross Income employee benefit defined benefit | $1,321,000 | 16 |
YTD Gross Income from other retirement accounts | $1,844,000 | 27 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $6,580,000 | 28 |
Foundation and endowment and agency accounts income | $1,524,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,751,000 | 24 |
YTD Gross income other trust accounts | $2,399,000 | 15 |
Gross Fiduciary activities income | $31,707,000 | 29 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $869,000 | 9 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $42,660,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,319,000 | 37 |
YTD Gross Income employee benefit defined benefit | $4,157,000 | 20 |
YTD Gross Income from other retirement accounts | $7,308,000 | 25 |
YTD Gross Income corporate trust and agency | $0 | 193 |
Investment management and investment advisory agency accounts income | $24,832,000 | 28 |
Foundation and endowment and agency accounts income | $5,902,000 | 18 |
YTD Gross income other trust and agency accounts | $10,860,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $14,747,000 | 24 |
YTD Gross income other trust accounts | $8,722,000 | 14 |
Gross Fiduciary activities income | $122,507,000 | 27 |
YTD fiduciary expense (Dec. only) | $92,196,000 | 29 |
YTD fiduciary net loss (Dec. only) | $1,356,000 | 12 |
YTD fiduciary intracompany income (Dec. only) | $5,344,000 | 20 |
YTD net fiduciary income (Dec. only) | $34,299,000 | 27 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,259,000 | 8 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $32,130,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,474,000 | 37 |
YTD Gross Income employee benefit defined benefit | $3,010,000 | 20 |
YTD Gross Income from other retirement accounts | $5,532,000 | 24 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $18,550,000 | 29 |
Foundation and endowment and agency accounts income | $4,477,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $11,136,000 | 23 |
YTD Gross income other trust accounts | $6,876,000 | 15 |
Gross Fiduciary activities income | $92,246,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,436,000 | 8 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,952,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,621,000 | 38 |
YTD Gross Income employee benefit defined benefit | $1,988,000 | 21 |
YTD Gross Income from other retirement accounts | $3,648,000 | 25 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $12,236,000 | 28 |
Foundation and endowment and agency accounts income | $3,026,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $7,343,000 | 22 |
YTD Gross income other trust accounts | $5,424,000 | 14 |
Gross Fiduciary activities income | $61,629,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,611,000 | 8 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,526,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $804,000 | 38 |
YTD Gross Income employee benefit defined benefit | $1,023,000 | 20 |
YTD Gross Income from other retirement accounts | $1,721,000 | 25 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $5,979,000 | 28 |
Foundation and endowment and agency accounts income | $1,584,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,525,000 | 22 |
YTD Gross income other trust accounts | $2,614,000 | 16 |
Gross Fiduciary activities income | $30,448,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $775,000 | 9 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $43,776,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,777,000 | 44 |
YTD Gross Income employee benefit defined benefit | $4,318,000 | 18 |
YTD Gross Income from other retirement accounts | $7,420,000 | 22 |
YTD Gross Income corporate trust and agency | $0 | 200 |
Investment management and investment advisory agency accounts income | $24,753,000 | 27 |
Foundation and endowment and agency accounts income | $6,056,000 | 19 |
YTD Gross income other trust and agency accounts | $10,406,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $11,936,000 | 27 |
YTD Gross income other trust accounts | $10,291,000 | 17 |
Gross Fiduciary activities income | $121,733,000 | 26 |
YTD fiduciary expense (Dec. only) | $109,475,000 | 26 |
YTD fiduciary net loss (Dec. only) | $1,562,000 | 10 |
YTD fiduciary intracompany income (Dec. only) | $5,592,000 | 17 |
YTD net fiduciary income (Dec. only) | $16,288,000 | 38 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,677,000 | 8 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,556,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,100,000 | 42 |
YTD Gross Income employee benefit defined benefit | $3,383,000 | 19 |
YTD Gross Income from other retirement accounts | $5,678,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $18,711,000 | 27 |
Foundation and endowment and agency accounts income | $4,629,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $10,115,000 | 26 |
YTD Gross income other trust accounts | $6,958,000 | 17 |
Gross Fiduciary activities income | $92,807,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,854,000 | 8 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,748,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,386,000 | 42 |
YTD Gross Income employee benefit defined benefit | $2,284,000 | 19 |
YTD Gross Income from other retirement accounts | $3,842,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $12,529,000 | 28 |
Foundation and endowment and agency accounts income | $3,151,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,723,000 | 27 |
YTD Gross income other trust accounts | $4,646,000 | 18 |
Gross Fiduciary activities income | $62,362,000 | 26 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,277,000 | 8 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,614,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $688,000 | 41 |
YTD Gross Income employee benefit defined benefit | $1,211,000 | 19 |
YTD Gross Income from other retirement accounts | $1,972,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 131 |
Investment management and investment advisory agency accounts income | $6,213,000 | 29 |
Foundation and endowment and agency accounts income | $1,490,000 | 20 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,293,000 | 27 |
YTD Gross income other trust accounts | $2,249,000 | 19 |
Gross Fiduciary activities income | $31,245,000 | 26 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $653,000 | 9 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $46,273,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,635,000 | 44 |
YTD Gross Income employee benefit defined benefit | $4,382,000 | 20 |
YTD Gross Income from other retirement accounts | $8,634,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 208 |
Investment management and investment advisory agency accounts income | $26,899,000 | 27 |
Foundation and endowment and agency accounts income | $6,368,000 | 20 |
YTD Gross income other trust and agency accounts | $10,058,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $13,163,000 | 27 |
YTD Gross income other trust accounts | $8,254,000 | 18 |
Gross Fiduciary activities income | $126,666,000 | 27 |
YTD fiduciary expense (Dec. only) | $117,845,000 | 24 |
YTD fiduciary net loss (Dec. only) | $1,579,000 | 14 |
YTD fiduciary intracompany income (Dec. only) | $5,876,000 | 18 |
YTD net fiduciary income (Dec. only) | $13,118,000 | 44 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,456,000 | 8 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $34,765,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,940,000 | 44 |
YTD Gross Income employee benefit defined benefit | $3,288,000 | 20 |
YTD Gross Income from other retirement accounts | $6,753,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 146 |
Investment management and investment advisory agency accounts income | $20,663,000 | 27 |
Foundation and endowment and agency accounts income | $4,820,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $9,824,000 | 27 |
YTD Gross income other trust accounts | $6,136,000 | 18 |
Gross Fiduciary activities income | $95,730,000 | 26 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,812,000 | 8 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $23,206,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,551,000 | 42 |
YTD Gross Income employee benefit defined benefit | $2,151,000 | 20 |
YTD Gross Income from other retirement accounts | $4,624,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $13,684,000 | 27 |
Foundation and endowment and agency accounts income | $3,328,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,719,000 | 27 |
YTD Gross income other trust accounts | $4,109,000 | 19 |
Gross Fiduciary activities income | $64,375,000 | 26 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,199,000 | 8 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,650,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $603,000 | 48 |
YTD Gross Income employee benefit defined benefit | $1,157,000 | 21 |
YTD Gross Income from other retirement accounts | $2,271,000 | 22 |
YTD Gross Income corporate trust and agency | $0 | 126 |
Investment management and investment advisory agency accounts income | $6,744,000 | 27 |
Foundation and endowment and agency accounts income | $1,696,000 | 16 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,545,000 | 28 |
YTD Gross income other trust accounts | $2,022,000 | 20 |
Gross Fiduciary activities income | $32,205,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $583,000 | 8 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $45,151,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,303,000 | 50 |
YTD Gross Income employee benefit defined benefit | $4,633,000 | 22 |
YTD Gross Income from other retirement accounts | $8,876,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 201 |
Investment management and investment advisory agency accounts income | $25,194,000 | 27 |
Foundation and endowment and agency accounts income | $5,636,000 | 18 |
YTD Gross income other trust and agency accounts | $10,350,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $13,359,000 | 26 |
YTD Gross income other trust accounts | $8,186,000 | 20 |
Gross Fiduciary activities income | $123,688,000 | 28 |
YTD fiduciary expense (Dec. only) | $120,100,000 | 28 |
YTD fiduciary net loss (Dec. only) | $515,000 | 21 |
YTD fiduciary intracompany income (Dec. only) | $4,966,000 | 23 |
YTD net fiduciary income (Dec. only) | $8,039,000 | 59 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,480,000 | 9 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,754,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,093,000 | 44 |
YTD Gross Income employee benefit defined benefit | $3,445,000 | 22 |
YTD Gross Income from other retirement accounts | $6,651,000 | 22 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $18,548,000 | 26 |
Foundation and endowment and agency accounts income | $4,247,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $10,008,000 | 25 |
YTD Gross income other trust accounts | $6,211,000 | 20 |
Gross Fiduciary activities income | $92,698,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,824,000 | 9 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,970,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,364,000 | 44 |
YTD Gross Income employee benefit defined benefit | $2,297,000 | 22 |
YTD Gross Income from other retirement accounts | $4,491,000 | 22 |
YTD Gross Income corporate trust and agency | $0 | 136 |
Investment management and investment advisory agency accounts income | $12,323,000 | 26 |
Foundation and endowment and agency accounts income | $2,858,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,530,000 | 26 |
YTD Gross income other trust accounts | $4,404,000 | 20 |
Gross Fiduciary activities income | $62,466,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,269,000 | 9 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,531,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $660,000 | 43 |
YTD Gross Income employee benefit defined benefit | $1,134,000 | 22 |
YTD Gross Income from other retirement accounts | $2,141,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $6,041,000 | 27 |
Foundation and endowment and agency accounts income | $1,485,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,218,000 | 25 |
YTD Gross income other trust accounts | $2,131,000 | 20 |
Gross Fiduciary activities income | $31,058,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $642,000 | 9 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,319,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,813,000 | 43 |
YTD Gross Income employee benefit defined benefit | $4,583,000 | 24 |
YTD Gross Income from other retirement accounts | $8,158,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 213 |
Investment management and investment advisory agency accounts income | $22,944,000 | 27 |
Foundation and endowment and agency accounts income | $5,107,000 | 17 |
YTD Gross income other trust and agency accounts | $11,100,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $13,239,000 | 26 |
YTD Gross income other trust accounts | $6,374,000 | 20 |
Gross Fiduciary activities income | $118,637,000 | 28 |
YTD fiduciary expense (Dec. only) | $110,498,000 | 28 |
YTD fiduciary net loss (Dec. only) | $5,133,000 | 10 |
YTD fiduciary intracompany income (Dec. only) | $5,346,000 | 22 |
YTD net fiduciary income (Dec. only) | $8,352,000 | 48 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,669,000 | 10 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,831,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,472,000 | 49 |
YTD Gross Income employee benefit defined benefit | $3,451,000 | 24 |
YTD Gross Income from other retirement accounts | $5,856,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $18,963,000 | 27 |
Foundation and endowment and agency accounts income | $1,212,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $15,286,000 | 21 |
YTD Gross income other trust accounts | $7,457,000 | 19 |
Gross Fiduciary activities income | $90,963,000 | 28 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,748,000 | 10 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $21,714,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,076,000 | 47 |
YTD Gross Income employee benefit defined benefit | $2,745,000 | 19 |
YTD Gross Income from other retirement accounts | $3,855,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 137 |
Investment management and investment advisory agency accounts income | $12,681,000 | 27 |
Foundation and endowment and agency accounts income | $812,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $12,262,000 | 19 |
YTD Gross income other trust accounts | $1,645,000 | 23 |
Gross Fiduciary activities income | $60,759,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,346,000 | 10 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,936,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $531,000 | 49 |
YTD Gross Income employee benefit defined benefit | $1,388,000 | 20 |
YTD Gross Income from other retirement accounts | $1,865,000 | 22 |
YTD Gross Income corporate trust and agency | $0 | 127 |
Investment management and investment advisory agency accounts income | $6,210,000 | 26 |
Foundation and endowment and agency accounts income | $396,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,800,000 | 19 |
YTD Gross income other trust accounts | $730,000 | 24 |
Gross Fiduciary activities income | $30,040,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $689,000 | 9 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $43,315,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,105,000 | 52 |
YTD Gross Income employee benefit defined benefit | $5,384,000 | 22 |
YTD Gross Income from other retirement accounts | $7,626,000 | 20 |
YTD Gross Income corporate trust and agency | $0 | 228 |
Investment management and investment advisory agency accounts income | $25,353,000 | 25 |
Foundation and endowment and agency accounts income | $1,602,000 | 30 |
YTD Gross income other trust and agency accounts | $8,817,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $22,378,000 | 19 |
YTD Gross income other trust accounts | $3,377,000 | 25 |
Gross Fiduciary activities income | $119,957,000 | 23 |
YTD fiduciary expense (Dec. only) | $109,969,000 | 24 |
YTD fiduciary net loss (Dec. only) | $392,000 | 26 |
YTD fiduciary intracompany income (Dec. only) | $7,379,000 | 16 |
YTD net fiduciary income (Dec. only) | $16,975,000 | 34 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,414,000 | 9 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,230,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,592,000 | 51 |
YTD Gross Income employee benefit defined benefit | $4,056,000 | 21 |
YTD Gross Income from other retirement accounts | $5,720,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 157 |
Investment management and investment advisory agency accounts income | $19,267,000 | 27 |
Foundation and endowment and agency accounts income | $1,241,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $17,804,000 | 19 |
YTD Gross income other trust accounts | $2,364,000 | 26 |
Gross Fiduciary activities income | $91,600,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,816,000 | 8 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,756,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,132,000 | 50 |
YTD Gross Income employee benefit defined benefit | $2,802,000 | 20 |
YTD Gross Income from other retirement accounts | $3,868,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 154 |
Investment management and investment advisory agency accounts income | $13,029,000 | 26 |
Foundation and endowment and agency accounts income | $861,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $12,523,000 | 18 |
YTD Gross income other trust accounts | $1,492,000 | 28 |
Gross Fiduciary activities income | $62,760,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,237,000 | 7 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,607,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $553,000 | 48 |
YTD Gross Income employee benefit defined benefit | $1,390,000 | 21 |
YTD Gross Income from other retirement accounts | $1,819,000 | 22 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $6,549,000 | 27 |
Foundation and endowment and agency accounts income | $440,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,129,000 | 19 |
YTD Gross income other trust accounts | $721,000 | 29 |
Gross Fiduciary activities income | $31,443,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $669,000 | 8 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $45,133,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,370,000 | 46 |
YTD Gross Income employee benefit defined benefit | $8,181,000 | 18 |
YTD Gross Income from other retirement accounts | $7,258,000 | 20 |
YTD Gross Income corporate trust and agency | $0 | 246 |
Investment management and investment advisory agency accounts income | $25,507,000 | 27 |
Foundation and endowment and agency accounts income | $1,558,000 | 34 |
YTD Gross income other trust and agency accounts | $9,039,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $22,839,000 | 19 |
YTD Gross income other trust accounts | $4,181,000 | 24 |
Gross Fiduciary activities income | $126,066,000 | 22 |
YTD fiduciary expense (Dec. only) | $118,252,000 | 26 |
YTD fiduciary net loss (Dec. only) | $-200,000 | 7,656 |
YTD fiduciary intracompany income (Dec. only) | $6,476,000 | 18 |
YTD net fiduciary income (Dec. only) | $14,490,000 | 37 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,368,000 | 8 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,707,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,774,000 | 46 |
YTD Gross Income employee benefit defined benefit | $6,562,000 | 16 |
YTD Gross Income from other retirement accounts | $4,344,000 | 19 |
YTD Gross Income corporate trust and agency | $0 | 164 |
Investment management and investment advisory agency accounts income | $19,167,000 | 25 |
Foundation and endowment and agency accounts income | $1,169,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $16,939,000 | 19 |
YTD Gross income other trust accounts | $3,236,000 | 25 |
Gross Fiduciary activities income | $94,725,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,637,000 | 8 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,925,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,119,000 | 50 |
YTD Gross Income employee benefit defined benefit | $3,590,000 | 20 |
YTD Gross Income from other retirement accounts | $2,967,000 | 20 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | $13,000,000 | 27 |
Foundation and endowment and agency accounts income | $802,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $12,079,000 | 18 |
YTD Gross income other trust accounts | $2,193,000 | 24 |
Gross Fiduciary activities income | $63,886,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,111,000 | 8 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,557,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $541,000 | 51 |
YTD Gross Income employee benefit defined benefit | $2,353,000 | 17 |
YTD Gross Income from other retirement accounts | $1,640,000 | 20 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $6,588,000 | 25 |
Foundation and endowment and agency accounts income | $409,000 | 29 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,554,000 | 18 |
YTD Gross income other trust accounts | $1,136,000 | 24 |
Gross Fiduciary activities income | $32,345,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $398,000 | 8 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $43,615,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $9,916,000 | 23 |
YTD Gross Income employee benefit defined benefit | $7,668,000 | 20 |
YTD Gross Income from other retirement accounts | $5,434,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 248 |
Investment management and investment advisory agency accounts income | $25,076,000 | 25 |
Foundation and endowment and agency accounts income | $1,524,000 | 28 |
YTD Gross income other trust and agency accounts | $10,867,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $27,771,000 | 15 |
YTD Gross income other trust accounts | $6,330,000 | 21 |
Gross Fiduciary activities income | $138,201,000 | 23 |
YTD fiduciary expense (Dec. only) | $112,974,000 | 24 |
YTD fiduciary net loss (Dec. only) | $1,211,000 | 17 |
YTD fiduciary intracompany income (Dec. only) | $6,899,000 | 20 |
YTD net fiduciary income (Dec. only) | $30,915,000 | 24 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $3,263,000 | 8 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $35,003,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $10,359,000 | 18 |
YTD Gross Income employee benefit defined benefit | $6,201,000 | 20 |
YTD Gross Income from other retirement accounts | $4,286,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 161 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $22,998,000 | 15 |
YTD Gross income other trust accounts | $5,284,000 | 20 |
Gross Fiduciary activities income | $105,857,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $2,694,000 | 8 |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $23,300,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $7,330,000 | 17 |
YTD Gross Income employee benefit defined benefit | $4,105,000 | 19 |
YTD Gross Income from other retirement accounts | $2,830,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $16,150,000 | 14 |
YTD Gross income other trust accounts | $3,973,000 | 19 |
Gross Fiduciary activities income | $72,488,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $1,752,000 | 8 |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,752,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,772,000 | 18 |
YTD Gross Income employee benefit defined benefit | $2,431,000 | 17 |
YTD Gross Income from other retirement accounts | $1,486,000 | 21 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $8,404,000 | 14 |
YTD Gross income other trust accounts | $2,233,000 | 18 |
Gross Fiduciary activities income | $36,608,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $974,000 | 8 |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $11,298,000 | 13 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $176,237,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $135,123,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $91,189,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $46,497,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $12,333,000 | 12 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $179,595,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $132,886,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $88,782,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $44,462,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $11,679,000 | 11 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $166,387,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $127,813,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $85,406,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $42,928,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $9,453,000 | 13 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $167,661,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $126,108,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $84,426,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $43,169,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $9,251,000 | 11 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $163,138,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $122,326,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $81,559,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $42,034,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $6,957,000 | 15 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $163,749,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $121,756,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $80,777,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $37,121,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $19,354,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $156,065,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | 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 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $8,174,000 | 12 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $167,706,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $293,757,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $229,344,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $170,710,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $129,083,000 | 28 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $114,508,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $107,131,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $108,269,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $108,642,000 | 18 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $98,186,000 | 18 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |