Home > National City Bank of Kentucky > Total Fiduciary and Related Assets

National City Bank of Kentucky, Total Fiduciary and Related Assets

2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,554,483,00059
Managed Assets ($)$8,397,338,00048
Personal trust and agency accounts, managed assets$5,344,925,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,994,00094
Employee benefit-defined benefit accounts, managed assets$73,125,00090
Other employee benefit and retirement-related accounts, managed assets$206,570,00047
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$245,970,000158
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,449,754,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,157,145,00077
Personal trust and agency accounts, non-managed assets$141,968,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$272,119,00085
Employee benefit-defined benefit accounts, non-managed Assets$827,785,00044
Other retirement accounts, non-managed assets$35,848,000107
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$879,425,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$2,498,891,00077
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,308,291,00053
Managed Assets ($)$10,123,631,00042
Personal trust and agency accounts, managed assets$6,840,136,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,205,00089
Employee benefit-defined benefit accounts, managed assets$73,551,00089
Other employee benefit and retirement-related accounts, managed assets$208,406,00050
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$243,096,000160
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,678,237,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,184,660,00076
Personal trust and agency accounts, non-managed assets$137,445,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$271,581,00086
Employee benefit-defined benefit accounts, non-managed Assets$786,185,00046
Other retirement accounts, non-managed assets$37,107,000105
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$952,342,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$2,470,666,00079
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,411,631,00054
Managed Assets ($)$7,699,015,00050
Personal trust and agency accounts, managed assets$7,018,543,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$80,892,00095
Employee benefit-defined benefit accounts, managed assets$69,181,00090
Other employee benefit and retirement-related accounts, managed assets$24,853,000219
Corporate trust and agency accounts, managed assets$12,000278
Investment management and investment advisory agency accounts, managed assets$349,488,000129
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$156,046,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,712,616,00055
Personal trust and agency accounts, non-managed assets$270,425,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$275,926,00084
Employee benefit-defined benefit accounts, non-managed Assets$1,605,868,00035
Other retirement accounts, non-managed assets$29,801,000127
Corporate trust and agency accounts, non-managed assets$49,863,00084
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,480,733,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$52,634,000347
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,814,978,00054
Managed Assets ($)$7,121,858,00051
Personal trust and agency accounts, managed assets$6,450,272,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$81,231,00092
Employee benefit-defined benefit accounts, managed assets$74,407,00085
Other employee benefit and retirement-related accounts, managed assets$26,413,000199
Corporate trust and agency accounts, managed assets$12,000103
Investment management and investment advisory agency accounts, managed assets$345,803,000124
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$143,720,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,693,120,00054
Personal trust and agency accounts, non-managed assets$341,219,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$271,817,00084
Employee benefit-defined benefit accounts, non-managed Assets$1,582,195,00034
Other retirement accounts, non-managed assets$29,648,000110
Corporate trust and agency accounts, non-managed assets$43,957,00079
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,424,284,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$48,477,000279
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,707,820,00053
Managed Assets ($)$7,057,332,00050
Personal trust and agency accounts, managed assets$6,357,408,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,092,00091
Employee benefit-defined benefit accounts, managed assets$71,257,00084
Other employee benefit and retirement-related accounts, managed assets$23,064,000210
Corporate trust and agency accounts, managed assets$1,000111
Investment management and investment advisory agency accounts, managed assets$334,340,000125
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$186,170,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,650,488,00055
Personal trust and agency accounts, non-managed assets$353,245,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$265,748,00081
Employee benefit-defined benefit accounts, non-managed Assets$1,563,353,00033
Other retirement accounts, non-managed assets$32,631,000107
Corporate trust and agency accounts, non-managed assets$48,558,00078
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,386,953,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$54,373,000277
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,187,389,00055
Managed Assets ($)$6,285,191,00054
Personal trust and agency accounts, managed assets$5,604,971,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,372,00095
Employee benefit-defined benefit accounts, managed assets$66,226,00090
Other employee benefit and retirement-related accounts, managed assets$22,839,000210
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$328,347,000125
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$177,436,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,902,198,00052
Personal trust and agency accounts, non-managed assets$518,704,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$276,137,00081
Employee benefit-defined benefit accounts, non-managed Assets$1,575,044,00034
Other retirement accounts, non-managed assets$32,673,000111
Corporate trust and agency accounts, non-managed assets$46,367,00083
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,453,273,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$53,397,000281
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,259,340,00057
Managed Assets ($)$6,453,232,00054
Personal trust and agency accounts, managed assets$5,784,526,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$88,016,00095
Employee benefit-defined benefit accounts, managed assets$67,122,00090
Other employee benefit and retirement-related accounts, managed assets$23,755,000218
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$329,570,000124
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$160,243,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,806,108,00056
Personal trust and agency accounts, non-managed assets$378,044,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$283,763,00082
Employee benefit-defined benefit accounts, non-managed Assets$1,576,564,00034
Other retirement accounts, non-managed assets$24,542,000140
Corporate trust and agency accounts, non-managed assets$46,784,00092
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,496,411,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$58,779,000327
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,967,284,00056
Managed Assets ($)$6,023,378,00057
Personal trust and agency accounts, managed assets$5,367,033,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$88,392,00090
Employee benefit-defined benefit accounts, managed assets$63,464,00091
Other employee benefit and retirement-related accounts, managed assets$26,925,000187
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$316,726,000121
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$160,838,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,943,906,00054
Personal trust and agency accounts, non-managed assets$781,089,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$268,255,00085
Employee benefit-defined benefit accounts, non-managed Assets$1,494,234,00034
Other retirement accounts, non-managed assets$23,763,000126
Corporate trust and agency accounts, non-managed assets$51,377,00084
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,325,188,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$1,794,214,00096
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,595,527,00055
Managed Assets ($)$6,169,942,00056
Personal trust and agency accounts, managed assets$5,506,870,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$90,506,00090
Employee benefit-defined benefit accounts, managed assets$66,674,00088
Other employee benefit and retirement-related accounts, managed assets$28,464,000179
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$315,159,000119
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$162,269,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,425,585,00051
Personal trust and agency accounts, non-managed assets$912,615,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$276,810,00086
Employee benefit-defined benefit accounts, non-managed Assets$1,630,200,00033
Other retirement accounts, non-managed assets$24,194,000131
Corporate trust and agency accounts, non-managed assets$1,111,864,00044
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,469,902,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$580,012,000130
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,804,523,00054
Managed Assets ($)$6,280,560,00055
Personal trust and agency accounts, managed assets$5,626,260,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$92,768,00091
Employee benefit-defined benefit accounts, managed assets$61,496,00095
Other employee benefit and retirement-related accounts, managed assets$32,211,000171
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$311,732,000118
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$156,093,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,523,963,00050
Personal trust and agency accounts, non-managed assets$954,650,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$275,580,00085
Employee benefit-defined benefit accounts, non-managed Assets$1,662,640,00032
Other retirement accounts, non-managed assets$24,947,000126
Corporate trust and agency accounts, non-managed assets$1,099,823,00046
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,506,323,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$583,734,000130
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,554,019,00057
Managed Assets ($)$6,148,765,00057
Personal trust and agency accounts, managed assets$5,484,491,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$90,897,00096
Employee benefit-defined benefit accounts, managed assets$62,229,00095
Other employee benefit and retirement-related accounts, managed assets$34,492,000165
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$308,386,000118
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$168,270,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,405,254,00054
Personal trust and agency accounts, non-managed assets$922,006,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$337,549,00084
Employee benefit-defined benefit accounts, non-managed Assets$1,617,746,00034
Other retirement accounts, non-managed assets$25,082,000147
Corporate trust and agency accounts, non-managed assets$1,038,444,00053
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,464,427,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$572,110,000136
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,732,535,00057
Managed Assets ($)$5,948,159,00058
Personal trust and agency accounts, managed assets$5,337,116,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$57,802,000131
Employee benefit-defined benefit accounts, managed assets$57,438,00099
Other employee benefit and retirement-related accounts, managed assets$34,272,000159
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$313,710,000122
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$147,821,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,784,376,00057
Personal trust and agency accounts, non-managed assets$471,873,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$397,386,00082
Employee benefit-defined benefit accounts, non-managed Assets$1,524,836,00034
Other retirement accounts, non-managed assets$24,117,000138
Corporate trust and agency accounts, non-managed assets$1,063,261,00057
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,302,903,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$524,868,000141
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,097,786,00059
Managed Assets ($)$5,937,352,00059
Personal trust and agency accounts, managed assets$5,330,442,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$56,749,000132
Employee benefit-defined benefit accounts, managed assets$56,680,00099
Other employee benefit and retirement-related accounts, managed assets$32,998,000164
Corporate trust and agency accounts, managed assets$2,713,00082
Investment management and investment advisory agency accounts, managed assets$313,126,000122
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$144,644,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,160,434,00056
Personal trust and agency accounts, non-managed assets$508,722,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$409,806,00080
Employee benefit-defined benefit accounts, non-managed Assets$1,829,707,00030
Other retirement accounts, non-managed assets$24,124,000140
Corporate trust and agency accounts, non-managed assets$1,057,774,00059
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,330,301,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$509,718,000142
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,299,319,00060
Managed Assets ($)$5,357,518,00059
Personal trust and agency accounts, managed assets$5,071,390,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,774,000137
Employee benefit-defined benefit accounts, managed assets$51,778,000101
Other employee benefit and retirement-related accounts, managed assets$32,262,000158
Corporate trust and agency accounts, managed assets$3,514,00080
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$145,800,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,941,801,00055
Personal trust and agency accounts, non-managed assets$483,514,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$377,477,00079
Employee benefit-defined benefit accounts, non-managed Assets$1,791,905,00030
Other retirement accounts, non-managed assets$22,302,000141
Corporate trust and agency accounts, non-managed assets$1,103,767,00063
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,162,836,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$467,862,000147
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,068,907,00063
Managed Assets ($)$5,158,180,00058
Personal trust and agency accounts, managed assets$4,877,053,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$61,592,000129
Employee benefit-defined benefit accounts, managed assets$20,476,000150
Other employee benefit and retirement-related accounts, managed assets$24,760,000198
Corporate trust and agency accounts, managed assets$5,375,000127
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$168,924,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,910,727,00055
Personal trust and agency accounts, non-managed assets$384,386,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$244,513,00090
Employee benefit-defined benefit accounts, non-managed Assets$1,902,805,00032
Other retirement accounts, non-managed assets$24,808,000153
Corporate trust and agency accounts, non-managed assets$1,123,561,00061
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,230,654,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$495,537,000147
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,308,696,00054
Managed Assets ($)$5,858,474,00059
Personal trust and agency accounts, managed assets$5,261,833,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$188,668,00059
Employee benefit-defined benefit accounts, managed assets$168,350,00065
Other employee benefit and retirement-related accounts, managed assets$42,846,000125
Corporate trust and agency accounts, managed assets$20,222,00064
Investment management and investment advisory agency accounts, managed assets$23,464,000429
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$153,091,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,450,222,00046
Personal trust and agency accounts, non-managed assets$440,276,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$689,473,00051
Employee benefit-defined benefit accounts, non-managed Assets$2,233,055,00028
Other retirement accounts, non-managed assets$30,617,000124
Corporate trust and agency accounts, non-managed assets$938,861,00060
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$3,117,940,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$505,047,000131
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA