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First Heritage Bank, Number of Fiduciary and Related Asset Accounts

2005-06-30Rank
Fiduciary powers granted$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Personal Trust and Agency Accounts$0423
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0433
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA