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Mercantile National Bank of Indiana, Number of Fiduciary and Related Asset Accounts

2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$709,000273
Number of Managed Accounts$615,000233
Personal Trust and Agency Accounts$289,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000133
Employee Benefit-defined Benefit Accounts$3,000158
Number of other employee benefit and retirement-related accounts$89,000217
Corporate Trust and Agency Accounts$116,00012
Number of managed investment management and investment advisory agency accounts$82,000287
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$94,000241
Personal Trust and Agency Accounts$7,000254
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$2,000138
Number non-managed other employee benefit and retirement-related accounts$8,000258
Corporate Trust and Agency Accounts$68,00071
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,00079
Memoranda
Custody and Safekeeping Accounts$8,000355
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$901,000231
Number of Managed Accounts$790,000196
Personal Trust and Agency Accounts$317,000202
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00093
Employee Benefit-defined Benefit Accounts$4,000143
Number of other employee benefit and retirement-related accounts$185,000143
Corporate Trust and Agency Accounts$118,00011
Number of managed investment management and investment advisory agency accounts$97,000277
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00084
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$111,000235
Personal Trust and Agency Accounts$8,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000293
Employee Benefit-defined Benefit Accounts$2,000136
Number non-managed other employee benefit and retirement-related accounts$12,000245
Corporate Trust and Agency Accounts$77,00069
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00081
Memoranda
Custody and Safekeeping Accounts$14,000341
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$941,000237
Number of Managed Accounts$818,000196
Personal Trust and Agency Accounts$338,000209
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,000105
Employee Benefit-defined Benefit Accounts$8,000115
Number of other employee benefit and retirement-related accounts$194,000134
Corporate Trust and Agency Accounts$118,00018
Number of managed investment management and investment advisory agency accounts$97,000343
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$123,000340
Personal Trust and Agency Accounts$9,000538
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000504
Employee Benefit-defined Benefit Accounts$10,000109
Number non-managed other employee benefit and retirement-related accounts$14,000506
Corporate Trust and Agency Accounts$78,00073
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000126
Memoranda
Custody and Safekeeping Accounts$17,000626
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$948,000209
Number of Managed Accounts$828,000184
Personal Trust and Agency Accounts$340,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00090
Employee Benefit-defined Benefit Accounts$8,000105
Number of other employee benefit and retirement-related accounts$198,000121
Corporate Trust and Agency Accounts$115,00015
Number of managed investment management and investment advisory agency accounts$100,000266
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$120,000227
Personal Trust and Agency Accounts$9,000233
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000287
Employee Benefit-defined Benefit Accounts$10,00093
Number non-managed other employee benefit and retirement-related accounts$15,000225
Corporate Trust and Agency Accounts$73,00066
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00080
Memoranda
Custody and Safekeeping Accounts$18,000328
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$992,000200
Number of Managed Accounts$858,000178
Personal Trust and Agency Accounts$340,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00092
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$203,000116
Corporate Trust and Agency Accounts$135,00013
Number of managed investment management and investment advisory agency accounts$104,000266
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$134,000224
Personal Trust and Agency Accounts$9,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000296
Employee Benefit-defined Benefit Accounts$12,00085
Number non-managed other employee benefit and retirement-related accounts$15,000234
Corporate Trust and Agency Accounts$85,00068
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00081
Memoranda
Custody and Safekeeping Accounts$22,000321
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$995,000201
Number of Managed Accounts$854,000179
Personal Trust and Agency Accounts$344,000191
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00094
Employee Benefit-defined Benefit Accounts$8,000107
Number of other employee benefit and retirement-related accounts$204,000117
Corporate Trust and Agency Accounts$129,00013
Number of managed investment management and investment advisory agency accounts$101,000270
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$141,000224
Personal Trust and Agency Accounts$9,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000298
Employee Benefit-defined Benefit Accounts$11,00089
Number non-managed other employee benefit and retirement-related accounts$16,000232
Corporate Trust and Agency Accounts$92,00066
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00082
Memoranda
Custody and Safekeeping Accounts$22,000320
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,009,000213
Number of Managed Accounts$858,000184
Personal Trust and Agency Accounts$352,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,000103
Employee Benefit-defined Benefit Accounts$8,000117
Number of other employee benefit and retirement-related accounts$196,000133
Corporate Trust and Agency Accounts$128,00013
Number of managed investment management and investment advisory agency accounts$105,000322
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$151,000307
Personal Trust and Agency Accounts$9,000522
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000473
Employee Benefit-defined Benefit Accounts$11,000104
Number non-managed other employee benefit and retirement-related accounts$22,000437
Corporate Trust and Agency Accounts$96,00070
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000135
Memoranda
Custody and Safekeeping Accounts$3,000854
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,029,000197
Number of Managed Accounts$873,000179
Personal Trust and Agency Accounts$364,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00092
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$205,000115
Corporate Trust and Agency Accounts$122,00011
Number of managed investment management and investment advisory agency accounts$106,000253
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$156,000219
Personal Trust and Agency Accounts$8,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000294
Employee Benefit-defined Benefit Accounts$9,00094
Number non-managed other employee benefit and retirement-related accounts$23,000207
Corporate Trust and Agency Accounts$103,00066
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00081
Memoranda
Custody and Safekeeping Accounts$23,000327
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,051,000196
Number of Managed Accounts$886,000174
Personal Trust and Agency Accounts$369,000183
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00096
Employee Benefit-defined Benefit Accounts$8,000103
Number of other employee benefit and retirement-related accounts$211,000109
Corporate Trust and Agency Accounts$124,00012
Number of managed investment management and investment advisory agency accounts$105,000255
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$165,000215
Personal Trust and Agency Accounts$6,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000302
Employee Benefit-defined Benefit Accounts$9,00097
Number non-managed other employee benefit and retirement-related accounts$22,000219
Corporate Trust and Agency Accounts$115,00070
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00081
Memoranda
Custody and Safekeeping Accounts$21,000336
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,055,000198
Number of Managed Accounts$884,000174
Personal Trust and Agency Accounts$365,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,000101
Employee Benefit-defined Benefit Accounts$8,000105
Number of other employee benefit and retirement-related accounts$221,000103
Corporate Trust and Agency Accounts$116,00012
Number of managed investment management and investment advisory agency accounts$103,000258
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$171,000213
Personal Trust and Agency Accounts$8,000257
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000280
Employee Benefit-defined Benefit Accounts$9,00098
Number non-managed other employee benefit and retirement-related accounts$23,000214
Corporate Trust and Agency Accounts$115,00072
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00082
Memoranda
Custody and Safekeeping Accounts$24,000337
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,526,000157
Number of Managed Accounts$1,348,000126
Personal Trust and Agency Accounts$369,000198
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000114
Employee Benefit-defined Benefit Accounts$8,000120
Number of other employee benefit and retirement-related accounts$221,000106
Corporate Trust and Agency Accounts$133,00012
Number of managed investment management and investment advisory agency accounts$547,00076
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$178,000294
Personal Trust and Agency Accounts$8,000557
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000435
Employee Benefit-defined Benefit Accounts$9,000114
Number non-managed other employee benefit and retirement-related accounts$23,000453
Corporate Trust and Agency Accounts$122,00080
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000139
Memoranda
Custody and Safekeeping Accounts$28,000584
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,069,000207
Number of Managed Accounts$901,000175
Personal Trust and Agency Accounts$373,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,000108
Employee Benefit-defined Benefit Accounts$8,000110
Number of other employee benefit and retirement-related accounts$219,00097
Corporate Trust and Agency Accounts$131,00012
Number of managed investment management and investment advisory agency accounts$96,000261
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$168,000227
Personal Trust and Agency Accounts$6,000288
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000300
Employee Benefit-defined Benefit Accounts$9,000109
Number non-managed other employee benefit and retirement-related accounts$22,000223
Corporate Trust and Agency Accounts$117,00078
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00095
Memoranda
Custody and Safekeeping Accounts$26,000342
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,068,000207
Number of Managed Accounts$849,000188
Personal Trust and Agency Accounts$318,000221
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,000113
Employee Benefit-defined Benefit Accounts$9,000107
Number of other employee benefit and retirement-related accounts$226,00093
Corporate Trust and Agency Accounts$130,00013
Number of managed investment management and investment advisory agency accounts$92,000268
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$219,000206
Personal Trust and Agency Accounts$60,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000305
Employee Benefit-defined Benefit Accounts$9,000109
Number non-managed other employee benefit and retirement-related accounts$21,000231
Corporate Trust and Agency Accounts$115,00084
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00096
Memoranda
Custody and Safekeeping Accounts$29,000343
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,099,000209
Number of Managed Accounts$887,000188
Personal Trust and Agency Accounts$327,000223
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,000127
Employee Benefit-defined Benefit Accounts$9,000108
Number of other employee benefit and retirement-related accounts$231,00092
Corporate Trust and Agency Accounts$153,00013
Number of managed investment management and investment advisory agency accounts$94,000263
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$212,000219
Personal Trust and Agency Accounts$58,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000315
Employee Benefit-defined Benefit Accounts$7,000116
Number non-managed other employee benefit and retirement-related accounts$23,000231
Corporate Trust and Agency Accounts$111,00083
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,000107
Memoranda
Custody and Safekeeping Accounts$29,000352
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,116,000226
Number of Managed Accounts$889,000194
Personal Trust and Agency Accounts$337,000229
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,000132
Employee Benefit-defined Benefit Accounts$8,000129
Number of other employee benefit and retirement-related accounts$228,000105
Corporate Trust and Agency Accounts$160,00013
Number of managed investment management and investment advisory agency accounts$79,000364
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
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$227,000272
Personal Trust and Agency Accounts$60,000224
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000498
Employee Benefit-defined Benefit Accounts$8,000127
Number non-managed other employee benefit and retirement-related accounts$27,000410
Corporate Trust and Agency Accounts$128,00082
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$32,000590
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,121,000206
Number of Managed Accounts$924,000176
Personal Trust and Agency Accounts$402,000188
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,000149
Employee Benefit-defined Benefit Accounts$7,000135
Number of other employee benefit and retirement-related accounts$204,000109
Corporate Trust and Agency Accounts$141,00015
Number of managed investment management and investment advisory agency accounts$92,000296
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
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$197,000287
Personal Trust and Agency Accounts$16,000414
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000312
Employee Benefit-defined Benefit Accounts$8,000124
Number non-managed other employee benefit and retirement-related accounts$30,000383
Corporate Trust and Agency Accounts$112,00096
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$14,000122
Memoranda
Custody and Safekeeping Accounts$34,000531
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA