Home > Irwin Union Bank and Trust Company > Fiduciary and Related Services
Irwin Union Bank and Trust Company, Fiduciary and Related Services
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $457,000 | 310 |
Number of Managed Accounts | $398,000 | 278 |
Number of Non-Managed Accounts | $59,000 | 252 |
Total fiduciary and related assets | $249,656,000 | 322 |
Managed Assets ($) | $230,088,000 | 276 |
Non-managed Assets ($) | $19,568,000 | 295 |
Memoranda | ||
Gross Fiduciary activities income | $846,000 | 279 |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $460,000 | 309 |
Number of Managed Accounts | $400,000 | 278 |
Number of Non-Managed Accounts | $60,000 | 248 |
Total fiduciary and related assets | $236,377,000 | 326 |
Managed Assets ($) | $210,445,000 | 281 |
Non-managed Assets ($) | $25,932,000 | 287 |
Memoranda | ||
Gross Fiduciary activities income | $445,000 | 273 |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $466,000 | 396 |
Number of Managed Accounts | $403,000 | 325 |
Number of Non-Managed Accounts | $63,000 | 485 |
Total fiduciary and related assets | $252,519,000 | 329 |
Managed Assets ($) | $221,078,000 | 291 |
Non-managed Assets ($) | $31,441,000 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $1,817,000 | 281 |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $469,000 | 320 |
Number of Managed Accounts | $401,000 | 287 |
Number of Non-Managed Accounts | $68,000 | 254 |
Total fiduciary and related assets | $286,312,000 | 314 |
Managed Assets ($) | $250,576,000 | 280 |
Non-managed Assets ($) | $35,736,000 | 293 |
Memoranda | ||
Gross Fiduciary activities income | $1,405,000 | 283 |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $464,000 | 324 |
Number of Managed Accounts | $398,000 | 289 |
Number of Non-Managed Accounts | $66,000 | 262 |
Total fiduciary and related assets | $306,047,000 | 317 |
Managed Assets ($) | $273,337,000 | 274 |
Non-managed Assets ($) | $32,710,000 | 306 |
Memoranda | ||
Gross Fiduciary activities income | $963,000 | 287 |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $461,000 | 326 |
Number of Managed Accounts | $393,000 | 295 |
Number of Non-Managed Accounts | $68,000 | 262 |
Total fiduciary and related assets | $298,706,000 | 332 |
Managed Assets ($) | $263,594,000 | 286 |
Non-managed Assets ($) | $35,112,000 | 305 |
Memoranda | ||
Gross Fiduciary activities income | $502,000 | 277 |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $463,000 | 399 |
Number of Managed Accounts | $397,000 | 331 |
Number of Non-Managed Accounts | $66,000 | 478 |
Total fiduciary and related assets | $305,689,000 | 329 |
Managed Assets ($) | $269,427,000 | 289 |
Non-managed Assets ($) | $36,262,000 | 408 |
Memoranda | ||
Gross Fiduciary activities income | $1,956,000 | 281 |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $470,000 | 313 |
Number of Managed Accounts | $406,000 | 278 |
Number of Non-Managed Accounts | $64,000 | 254 |
Total fiduciary and related assets | $307,554,000 | 327 |
Managed Assets ($) | $275,676,000 | 283 |
Non-managed Assets ($) | $31,878,000 | 299 |
Memoranda | ||
Gross Fiduciary activities income | $1,467,000 | 276 |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $472,000 | 314 |
Number of Managed Accounts | $408,000 | 280 |
Number of Non-Managed Accounts | $64,000 | 259 |
Total fiduciary and related assets | $306,509,000 | 332 |
Managed Assets ($) | $277,738,000 | 286 |
Non-managed Assets ($) | $28,771,000 | 314 |
Memoranda | ||
Gross Fiduciary activities income | $989,000 | 277 |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $470,000 | 315 |
Number of Managed Accounts | $409,000 | 281 |
Number of Non-Managed Accounts | $61,000 | 268 |
Total fiduciary and related assets | $295,073,000 | 341 |
Managed Assets ($) | $267,539,000 | 289 |
Non-managed Assets ($) | $27,534,000 | 317 |
Memoranda | ||
Gross Fiduciary activities income | $519,000 | 273 |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $477,000 | 383 |
Number of Managed Accounts | $415,000 | 314 |
Number of Non-Managed Accounts | $62,000 | 494 |
Total fiduciary and related assets | $288,790,000 | 345 |
Managed Assets ($) | $261,602,000 | 294 |
Non-managed Assets ($) | $27,188,000 | 465 |
Memoranda | ||
Gross Fiduciary activities income | $1,766,000 | 287 |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $478,000 | 314 |
Number of Managed Accounts | $418,000 | 277 |
Number of Non-Managed Accounts | $60,000 | 273 |
Total fiduciary and related assets | $276,870,000 | 345 |
Managed Assets ($) | $251,680,000 | 292 |
Non-managed Assets ($) | $25,190,000 | 313 |
Memoranda | ||
Gross Fiduciary activities income | $1,415,000 | 280 |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $483,000 | 322 |
Number of Managed Accounts | $431,000 | 278 |
Number of Non-Managed Accounts | $52,000 | 288 |
Total fiduciary and related assets | $268,299,000 | 353 |
Managed Assets ($) | $246,298,000 | 295 |
Non-managed Assets ($) | $22,001,000 | 324 |
Memoranda | ||
Gross Fiduciary activities income | $959,000 | 284 |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $497,000 | 317 |
Number of Managed Accounts | $444,000 | 277 |
Number of Non-Managed Accounts | $53,000 | 292 |
Total fiduciary and related assets | $277,084,000 | 344 |
Managed Assets ($) | $255,085,000 | 289 |
Non-managed Assets ($) | $21,999,000 | 328 |
Memoranda | ||
Gross Fiduciary activities income | $490,000 | 280 |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $486,000 | 384 |
Number of Managed Accounts | $435,000 | 318 |
Number of Non-Managed Accounts | $51,000 | 572 |
Total fiduciary and related assets | $264,810,000 | 358 |
Managed Assets ($) | $244,722,000 | 299 |
Non-managed Assets ($) | $20,088,000 | 507 |
Memoranda | ||
Gross Fiduciary activities income | $1,963,000 | 275 |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $482,000 | 315 |
Number of Managed Accounts | $432,000 | 275 |
Number of Non-Managed Accounts | $50,000 | 292 |
Total fiduciary and related assets | $249,558,000 | 348 |
Managed Assets ($) | $230,291,000 | 291 |
Non-managed Assets ($) | $19,267,000 | 325 |
Memoranda | ||
Gross Fiduciary activities income | $1,494,000 | 266 |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $492,000 | 318 |
Number of Managed Accounts | $442,000 | 278 |
Number of Non-Managed Accounts | $50,000 | 296 |
Total fiduciary and related assets | $246,207,000 | 355 |
Managed Assets ($) | $227,349,000 | 296 |
Non-managed Assets ($) | $18,858,000 | 338 |
Memoranda | ||
Gross Fiduciary activities income | $1,008,000 | 265 |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $498,000 | 319 |
Number of Managed Accounts | $445,000 | 281 |
Number of Non-Managed Accounts | $53,000 | 295 |
Total fiduciary and related assets | $244,303,000 | 359 |
Managed Assets ($) | $225,856,000 | 297 |
Non-managed Assets ($) | $18,447,000 | 341 |
Memoranda | ||
Gross Fiduciary activities income | $533,000 | 258 |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $492,000 | 390 |
Number of Managed Accounts | $442,000 | 313 |
Number of Non-Managed Accounts | $50,000 | 594 |
Total fiduciary and related assets | $263,277,000 | 354 |
Managed Assets ($) | $241,831,000 | 291 |
Non-managed Assets ($) | $21,446,000 | 493 |
Memoranda | ||
Gross Fiduciary activities income | $1,902,000 | 268 |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
Number of Managed Accounts | $0 | 424 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | $1,433,000 | 267 |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
Number of Managed Accounts | $0 | 429 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | $995,000 | 269 |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 438 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | $518,000 | 262 |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $508,000 | 393 |
Number of Managed Accounts | $458,000 | 315 |
Number of Non-Managed Accounts | $50,000 | 615 |
Total fiduciary and related assets | $243,594,000 | 380 |
Managed Assets ($) | $225,468,000 | 310 |
Non-managed Assets ($) | $18,126,000 | 541 |
Memoranda | ||
Gross Fiduciary activities income | $1,817,000 | 275 |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | $1,349,000 | 291 |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | $886,000 | 299 |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | $477,000 | 288 |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $543,000 | 389 |
Number of Managed Accounts | $488,000 | 317 |
Number of Non-Managed Accounts | $55,000 | 600 |
Total fiduciary and related assets | $217,798,000 | 395 |
Managed Assets ($) | $196,651,000 | 334 |
Non-managed Assets ($) | $21,147,000 | 491 |
Memoranda | ||
Gross Fiduciary activities income | $1,933,000 | 286 |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $620,000 | 331 |
Number of Managed Accounts | $512,000 | 280 |
Number of Non-Managed Accounts | $108,000 | 393 |
Total fiduciary and related assets | $265,044,000 | 346 |
Managed Assets ($) | $234,346,000 | 296 |
Non-managed Assets ($) | $30,698,000 | 421 |
Memoranda | ||
Gross Fiduciary activities income | $2,212,000 | 281 |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,285,000 | 270 |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,257,000 | 309 |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,136,000 | 311 |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,180,000 | 310 |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,588,000 | 311 |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,481,000 | 332 |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,315,000 | 339 |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,105,000 | 367 |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $1,823,000 | 403 |