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National City 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$3,791,00081
Number of Managed Accounts$3,253,00060
Personal Trust and Agency Accounts$2,316,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000173
Employee Benefit-defined Benefit Accounts$15,00074
Number of other employee benefit and retirement-related accounts$203,000131
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$432,000114
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$264,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$538,000104
Personal Trust and Agency Accounts$66,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00058
Employee Benefit-defined Benefit Accounts$144,00032
Number non-managed other employee benefit and retirement-related accounts$61,000137
Corporate Trust and Agency Accounts$2,000166
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$20,00059
Memoranda
Custody and Safekeeping Accounts$176,000139
Fiduciary Accounts Held in Foreign Offices$013
# 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$3,742,00079
Number of Managed Accounts$3,214,00063
Personal Trust and Agency Accounts$2,302,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000179
Employee Benefit-defined Benefit Accounts$15,00075
Number of other employee benefit and retirement-related accounts$195,000135
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$417,000114
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$263,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
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$528,000107
Personal Trust and Agency Accounts$65,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$241,00057
Employee Benefit-defined Benefit Accounts$140,00032
Number non-managed other employee benefit and retirement-related accounts$60,000141
Corporate Trust and Agency Accounts$2,000173
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$20,00065
Memoranda
Custody and Safekeeping Accounts$172,000139
Fiduciary Accounts Held in Foreign Offices$014
# 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$3,939,00081
Number of Managed Accounts$3,250,00064
Personal Trust and Agency Accounts$3,168,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000297
Employee Benefit-defined Benefit Accounts$14,00084
Number of other employee benefit and retirement-related accounts$11,000581
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$13,000721
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$30,00057
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$689,000109
Personal Trust and Agency Accounts$246,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$250,00059
Employee Benefit-defined Benefit Accounts$110,00036
Number non-managed other employee benefit and retirement-related accounts$34,000353
Corporate Trust and Agency Accounts$13,000170
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$36,00076
Memoranda
Custody and Safekeeping Accounts$109,000239
Fiduciary Accounts Held in Foreign Offices$014
# 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$3,999,00075
Number of Managed Accounts$3,282,00064
Personal Trust and Agency Accounts$3,202,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000201
Employee Benefit-defined Benefit Accounts$13,00080
Number of other employee benefit and retirement-related accounts$9,000327
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$12,000351
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$29,00041
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$717,00090
Personal Trust and Agency Accounts$259,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$262,00056
Employee Benefit-defined Benefit Accounts$107,00036
Number non-managed other employee benefit and retirement-related accounts$36,000173
Corporate Trust and Agency Accounts$15,000113
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$38,00054
Memoranda
Custody and Safekeeping Accounts$121,000163
Fiduciary Accounts Held in Foreign Offices$013
# 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$4,057,00073
Number of Managed Accounts$3,301,00062
Personal Trust and Agency Accounts$3,129,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000211
Employee Benefit-defined Benefit Accounts$13,00081
Number of other employee benefit and retirement-related accounts$9,000339
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$14,000359
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$119,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
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$756,00090
Personal Trust and Agency Accounts$270,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$261,00055
Employee Benefit-defined Benefit Accounts$108,00036
Number non-managed other employee benefit and retirement-related accounts$35,000178
Corporate Trust and Agency Accounts$32,00095
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$50,00048
Memoranda
Custody and Safekeeping Accounts$144,000150
Fiduciary Accounts Held in Foreign Offices$014
# 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$4,119,00074
Number of Managed Accounts$3,348,00061
Personal Trust and Agency Accounts$3,175,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000231
Employee Benefit-defined Benefit Accounts$13,00084
Number of other employee benefit and retirement-related accounts$9,000339
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$17,000353
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$121,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$771,00093
Personal Trust and Agency Accounts$281,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$264,00061
Employee Benefit-defined Benefit Accounts$103,00038
Number non-managed other employee benefit and retirement-related accounts$35,000177
Corporate Trust and Agency Accounts$30,00096
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$58,00048
Memoranda
Custody and Safekeeping Accounts$162,000144
Fiduciary Accounts Held in Foreign Offices$015
# 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$4,364,00078
Number of Managed Accounts$3,496,00060
Personal Trust and Agency Accounts$3,320,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000290
Employee Benefit-defined Benefit Accounts$13,00090
Number of other employee benefit and retirement-related accounts$9,000589
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$18,000664
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$122,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$868,000101
Personal Trust and Agency Accounts$291,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$291,00061
Employee Benefit-defined Benefit Accounts$164,00032
Number non-managed other employee benefit and retirement-related accounts$35,000349
Corporate Trust and Agency Accounts$27,000123
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$60,00064
Memoranda
Custody and Safekeeping Accounts$167,000189
Fiduciary Accounts Held in Foreign Offices$016
# 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$4,413,00071
Number of Managed Accounts$3,563,00056
Personal Trust and Agency Accounts$3,368,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000220
Employee Benefit-defined Benefit Accounts$13,00082
Number of other employee benefit and retirement-related accounts$20,000300
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$18,000339
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$129,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$850,00090
Personal Trust and Agency Accounts$295,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00060
Employee Benefit-defined Benefit Accounts$165,00029
Number non-managed other employee benefit and retirement-related accounts$25,000202
Corporate Trust and Agency Accounts$9,000138
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$62,00042
Memoranda
Custody and Safekeeping Accounts$1,154,00053
Fiduciary Accounts Held in Foreign Offices$016
# 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$5,523,00061
Number of Managed Accounts$3,589,00055
Personal Trust and Agency Accounts$3,389,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000225
Employee Benefit-defined Benefit Accounts$15,00076
Number of other employee benefit and retirement-related accounts$21,000300
Corporate Trust and Agency Accounts$1,00092
Number of managed investment management and investment advisory agency accounts$18,000339
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$130,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
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$1,934,00057
Personal Trust and Agency Accounts$336,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$311,00058
Employee Benefit-defined Benefit Accounts$168,00029
Number non-managed other employee benefit and retirement-related accounts$24,000215
Corporate Trust and Agency Accounts$1,027,00028
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$68,00043
Memoranda
Custody and Safekeeping Accounts$247,000124
Fiduciary Accounts Held in Foreign Offices$017
# 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$5,642,00059
Number of Managed Accounts$3,718,00054
Personal Trust and Agency Accounts$3,331,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000186
Employee Benefit-defined Benefit Accounts$21,00067
Number of other employee benefit and retirement-related accounts$12,000322
Corporate Trust and Agency Accounts$1,00091
Number of managed investment management and investment advisory agency accounts$19,000339
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$307,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,924,00057
Personal Trust and Agency Accounts$327,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$314,00060
Employee Benefit-defined Benefit Accounts$164,00028
Number non-managed other employee benefit and retirement-related accounts$34,000184
Corporate Trust and Agency Accounts$1,003,00029
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$82,00041
Memoranda
Custody and Safekeeping Accounts$262,000118
Fiduciary Accounts Held in Foreign Offices$017
# 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$5,780,00065
Number of Managed Accounts$3,817,00057
Personal Trust and Agency Accounts$3,430,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000232
Employee Benefit-defined Benefit Accounts$21,00073
Number of other employee benefit and retirement-related accounts$11,000562
Corporate Trust and Agency Accounts$1,000258
Number of managed investment management and investment advisory agency accounts$19,000647
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$307,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,963,00061
Personal Trust and Agency Accounts$356,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$318,00067
Employee Benefit-defined Benefit Accounts$164,00029
Number non-managed other employee benefit and retirement-related accounts$36,000363
Corporate Trust and Agency Accounts$1,005,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$84,00061
Memoranda
Custody and Safekeeping Accounts$319,000119
Fiduciary Accounts Held in Foreign Offices$016
# 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$5,969,00062
Number of Managed Accounts$3,973,00053
Personal Trust and Agency Accounts$3,562,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000186
Employee Benefit-defined Benefit Accounts$22,00073
Number of other employee benefit and retirement-related accounts$24,000293
Corporate Trust and Agency Accounts$1,000102
Number of managed investment management and investment advisory agency accounts$19,000337
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$313,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$1,996,00063
Personal Trust and Agency Accounts$382,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$315,00070
Employee Benefit-defined Benefit Accounts$174,00025
Number non-managed other employee benefit and retirement-related accounts$30,000208
Corporate Trust and Agency Accounts$999,00036
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$96,00044
Memoranda
Custody and Safekeeping Accounts$349,000105
Fiduciary Accounts Held in Foreign Offices$016
# 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$6,284,00062
Number of Managed Accounts$4,092,00053
Personal Trust and Agency Accounts$3,666,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000187
Employee Benefit-defined Benefit Accounts$23,00071
Number of other employee benefit and retirement-related accounts$31,000281
Corporate Trust and Agency Accounts$1,000109
Number of managed investment management and investment advisory agency accounts$20,000338
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$318,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$2,192,00062
Personal Trust and Agency Accounts$391,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$349,00071
Employee Benefit-defined Benefit Accounts$178,00028
Number non-managed other employee benefit and retirement-related accounts$29,000220
Corporate Trust and Agency Accounts$1,146,00032
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$99,00042
Memoranda
Custody and Safekeeping Accounts$338,000102
Fiduciary Accounts Held in Foreign Offices$016
# 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$6,374,00062
Number of Managed Accounts$4,168,00055
Personal Trust and Agency Accounts$3,737,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000182
Employee Benefit-defined Benefit Accounts$25,00063
Number of other employee benefit and retirement-related accounts$31,000283
Corporate Trust and Agency Accounts$1,000116
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$336,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$2,206,00061
Personal Trust and Agency Accounts$410,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$380,00067
Employee Benefit-defined Benefit Accounts$180,00028
Number non-managed other employee benefit and retirement-related accounts$26,000221
Corporate Trust and Agency Accounts$1,112,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$98,00048
Memoranda
Custody and Safekeeping Accounts$469,00083
Fiduciary Accounts Held in Foreign Offices$016
# 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$6,431,00065
Number of Managed Accounts$4,225,00058
Personal Trust and Agency Accounts$3,771,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000222
Employee Benefit-defined Benefit Accounts$26,00067
Number of other employee benefit and retirement-related accounts$34,000406
Corporate Trust and Agency Accounts$3,000219
Number of managed investment management and investment advisory agency accounts$0941
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$355,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,206,00063
Personal Trust and Agency Accounts$426,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$399,00067
Employee Benefit-defined Benefit Accounts$190,00032
Number non-managed other employee benefit and retirement-related accounts$27,000410
Corporate Trust and Agency Accounts$1,068,00036
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$96,00057
Memoranda
Custody and Safekeeping Accounts$507,00091
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,089,00054
Number of Managed Accounts$4,680,00049
Personal Trust and Agency Accounts$4,117,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000201
Employee Benefit-defined Benefit Accounts$34,00061
Number of other employee benefit and retirement-related accounts$51,000317
Corporate Trust and Agency Accounts$3,000201
Number of managed investment management and investment advisory agency accounts$24,000548
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$404,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,409,00054
Personal Trust and Agency Accounts$528,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$445,00051
Employee Benefit-defined Benefit Accounts$195,00032
Number non-managed other employee benefit and retirement-related accounts$30,000383
Corporate Trust and Agency Accounts$1,109,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$102,00048
Memoranda
Custody and Safekeeping Accounts$364,000103
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA