Home > National City Bank of Kentucky > Number of Fiduciary and Related Asset Accounts
National City Bank of Kentucky, Number of Fiduciary and Related Asset Accounts
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,098,000 | 74 |
Number of Managed Accounts | $3,506,000 | 54 |
Personal Trust and Agency Accounts | $2,921,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 153 |
Employee Benefit-defined Benefit Accounts | $14,000 | 79 |
Number of other employee benefit and retirement-related accounts | $248,000 | 106 |
Corporate Trust and Agency Accounts | $0 | 106 |
Number of managed investment management and investment advisory agency accounts | $171,000 | 215 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $121,000 | 26 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $592,000 | 100 |
Personal Trust and Agency Accounts | $127,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 168 |
Employee Benefit-defined Benefit Accounts | $61,000 | 50 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 234 |
Corporate Trust and Agency Accounts | $0 | 194 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $357,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $215,000 | 124 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,842,000 | 76 |
Number of Managed Accounts | $3,418,000 | 55 |
Personal Trust and Agency Accounts | $2,846,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $31,000 | 155 |
Employee Benefit-defined Benefit Accounts | $14,000 | 81 |
Number of other employee benefit and retirement-related accounts | $240,000 | 107 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $168,000 | 220 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $119,000 | 28 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $424,000 | 126 |
Personal Trust and Agency Accounts | $90,000 | 101 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 176 |
Employee Benefit-defined Benefit Accounts | $57,000 | 48 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 239 |
Corporate Trust and Agency Accounts | $0 | 196 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $230,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $205,000 | 129 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,910,000 | 82 |
Number of Managed Accounts | $3,393,000 | 61 |
Personal Trust and Agency Accounts | $3,237,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $32,000 | 181 |
Employee Benefit-defined Benefit Accounts | $14,000 | 84 |
Number of other employee benefit and retirement-related accounts | $13,000 | 562 |
Corporate Trust and Agency Accounts | $1,000 | 234 |
Number of managed investment management and investment advisory agency accounts | $14,000 | 711 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $82,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $517,000 | 129 |
Personal Trust and Agency Accounts | $149,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $39,000 | 199 |
Employee Benefit-defined Benefit Accounts | $98,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 679 |
Corporate Trust and Agency Accounts | $75,000 | 76 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $152,000 | 38 |
Memoranda | ||
Custody and Safekeeping Accounts | $24,000 | 563 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,921,000 | 77 |
Number of Managed Accounts | $3,397,000 | 60 |
Personal Trust and Agency Accounts | $3,245,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $33,000 | 151 |
Employee Benefit-defined Benefit Accounts | $14,000 | 77 |
Number of other employee benefit and retirement-related accounts | $13,000 | 312 |
Corporate Trust and Agency Accounts | $1,000 | 91 |
Number of managed investment management and investment advisory agency accounts | $15,000 | 346 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $76,000 | 31 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $524,000 | 109 |
Personal Trust and Agency Accounts | $153,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $46,000 | 157 |
Employee Benefit-defined Benefit Accounts | $96,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $4,000 | 276 |
Corporate Trust and Agency Accounts | $54,000 | 75 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $171,000 | 29 |
Memoranda | ||
Custody and Safekeeping Accounts | $25,000 | 305 |
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,900,000 | 78 |
Number of Managed Accounts | $3,367,000 | 58 |
Personal Trust and Agency Accounts | $3,170,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $34,000 | 149 |
Employee Benefit-defined Benefit Accounts | $14,000 | 76 |
Number of other employee benefit and retirement-related accounts | $13,000 | 320 |
Corporate Trust and Agency Accounts | $1,000 | 93 |
Number of managed investment management and investment advisory agency accounts | $16,000 | 357 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $119,000 | 25 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $533,000 | 110 |
Personal Trust and Agency Accounts | $158,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $47,000 | 147 |
Employee Benefit-defined Benefit Accounts | $91,000 | 42 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 284 |
Corporate Trust and Agency Accounts | $55,000 | 80 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $177,000 | 27 |
Memoranda | ||
Custody and Safekeeping Accounts | $30,000 | 310 |
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,905,000 | 80 |
Number of Managed Accounts | $3,386,000 | 58 |
Personal Trust and Agency Accounts | $3,188,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $35,000 | 149 |
Employee Benefit-defined Benefit Accounts | $13,000 | 84 |
Number of other employee benefit and retirement-related accounts | $14,000 | 320 |
Corporate Trust and Agency Accounts | $0 | 116 |
Number of managed investment management and investment advisory agency accounts | $16,000 | 354 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $120,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $519,000 | 116 |
Personal Trust and Agency Accounts | $163,000 | 62 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 156 |
Employee Benefit-defined Benefit Accounts | $93,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 285 |
Corporate Trust and Agency Accounts | $50,000 | 82 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $160,000 | 31 |
Memoranda | ||
Custody and Safekeeping Accounts | $29,000 | 308 |
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,956,000 | 84 |
Number of Managed Accounts | $3,416,000 | 63 |
Personal Trust and Agency Accounts | $3,213,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $40,000 | 158 |
Employee Benefit-defined Benefit Accounts | $13,000 | 90 |
Number of other employee benefit and retirement-related accounts | $15,000 | 521 |
Corporate Trust and Agency Accounts | $0 | 312 |
Number of managed investment management and investment advisory agency accounts | $17,000 | 676 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $118,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $540,000 | 134 |
Personal Trust and Agency Accounts | $181,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 181 |
Employee Benefit-defined Benefit Accounts | $96,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 659 |
Corporate Trust and Agency Accounts | $50,000 | 97 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $159,000 | 35 |
Memoranda | ||
Custody and Safekeeping Accounts | $31,000 | 526 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $3,983,000 | 77 |
Number of Managed Accounts | $3,436,000 | 59 |
Personal Trust and Agency Accounts | $3,227,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 132 |
Employee Benefit-defined Benefit Accounts | $13,000 | 82 |
Number of other employee benefit and retirement-related accounts | $15,000 | 307 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $17,000 | 341 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $120,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $547,000 | 111 |
Personal Trust and Agency Accounts | $194,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 143 |
Employee Benefit-defined Benefit Accounts | $93,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 276 |
Corporate Trust and Agency Accounts | $45,000 | 86 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $155,000 | 27 |
Memoranda | ||
Custody and Safekeeping Accounts | $494,000 | 82 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,516,000 | 70 |
Number of Managed Accounts | $3,475,000 | 58 |
Personal Trust and Agency Accounts | $3,261,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $45,000 | 134 |
Employee Benefit-defined Benefit Accounts | $14,000 | 78 |
Number of other employee benefit and retirement-related accounts | $15,000 | 309 |
Corporate Trust and Agency Accounts | $0 | 113 |
Number of managed investment management and investment advisory agency accounts | $17,000 | 341 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $123,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,041,000 | 82 |
Personal Trust and Agency Accounts | $212,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 146 |
Employee Benefit-defined Benefit Accounts | $90,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 285 |
Corporate Trust and Agency Accounts | $512,000 | 42 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $165,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $49,000 | 276 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,531,000 | 72 |
Number of Managed Accounts | $3,503,000 | 59 |
Personal Trust and Agency Accounts | $3,284,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 129 |
Employee Benefit-defined Benefit Accounts | $14,000 | 83 |
Number of other employee benefit and retirement-related accounts | $14,000 | 316 |
Corporate Trust and Agency Accounts | $0 | 110 |
Number of managed investment management and investment advisory agency accounts | $17,000 | 345 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $125,000 | 26 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,028,000 | 82 |
Personal Trust and Agency Accounts | $208,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 151 |
Employee Benefit-defined Benefit Accounts | $92,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 284 |
Corporate Trust and Agency Accounts | $498,000 | 43 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $168,000 | 29 |
Memoranda | ||
Custody and Safekeeping Accounts | $49,000 | 282 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,541,000 | 78 |
Number of Managed Accounts | $3,494,000 | 62 |
Personal Trust and Agency Accounts | $3,276,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 149 |
Employee Benefit-defined Benefit Accounts | $14,000 | 88 |
Number of other employee benefit and retirement-related accounts | $15,000 | 522 |
Corporate Trust and Agency Accounts | $0 | 340 |
Number of managed investment management and investment advisory agency accounts | $18,000 | 653 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $122,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,047,000 | 91 |
Personal Trust and Agency Accounts | $211,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $59,000 | 174 |
Employee Benefit-defined Benefit Accounts | $90,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 674 |
Corporate Trust and Agency Accounts | $513,000 | 46 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $169,000 | 38 |
Memoranda | ||
Custody and Safekeeping Accounts | $49,000 | 449 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,599,000 | 76 |
Number of Managed Accounts | $3,500,000 | 59 |
Personal Trust and Agency Accounts | $3,281,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $48,000 | 146 |
Employee Benefit-defined Benefit Accounts | $14,000 | 91 |
Number of other employee benefit and retirement-related accounts | $14,000 | 316 |
Corporate Trust and Agency Accounts | $0 | 121 |
Number of managed investment management and investment advisory agency accounts | $18,000 | 339 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $125,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,099,000 | 83 |
Personal Trust and Agency Accounts | $196,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $60,000 | 162 |
Employee Benefit-defined Benefit Accounts | $90,000 | 40 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 296 |
Corporate Trust and Agency Accounts | $533,000 | 47 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $215,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $48,000 | 300 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,633,000 | 77 |
Number of Managed Accounts | $3,521,000 | 59 |
Personal Trust and Agency Accounts | $3,298,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $51,000 | 148 |
Employee Benefit-defined Benefit Accounts | $14,000 | 90 |
Number of other employee benefit and retirement-related accounts | $14,000 | 317 |
Corporate Trust and Agency Accounts | $1,000 | 109 |
Number of managed investment management and investment advisory agency accounts | $18,000 | 344 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $125,000 | 32 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,112,000 | 84 |
Personal Trust and Agency Accounts | $201,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $65,000 | 162 |
Employee Benefit-defined Benefit Accounts | $91,000 | 41 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 300 |
Corporate Trust and Agency Accounts | $533,000 | 49 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $217,000 | 24 |
Memoranda | ||
Custody and Safekeeping Accounts | $51,000 | 290 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,660,000 | 77 |
Number of Managed Accounts | $3,551,000 | 62 |
Personal Trust and Agency Accounts | $3,320,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $72,000 | 130 |
Employee Benefit-defined Benefit Accounts | $15,000 | 89 |
Number of other employee benefit and retirement-related accounts | $14,000 | 323 |
Corporate Trust and Agency Accounts | $1,000 | 116 |
Number of managed investment management and investment advisory agency accounts | $0 | 391 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $129,000 | 32 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,109,000 | 89 |
Personal Trust and Agency Accounts | $205,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 166 |
Employee Benefit-defined Benefit Accounts | $105,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $5,000 | 306 |
Corporate Trust and Agency Accounts | $497,000 | 54 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $233,000 | 26 |
Memoranda | ||
Custody and Safekeeping Accounts | $46,000 | 312 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,721,000 | 83 |
Number of Managed Accounts | $3,591,000 | 65 |
Personal Trust and Agency Accounts | $3,365,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $74,000 | 138 |
Employee Benefit-defined Benefit Accounts | $12,000 | 106 |
Number of other employee benefit and retirement-related accounts | $14,000 | 541 |
Corporate Trust and Agency Accounts | $1,000 | 295 |
Number of managed investment management and investment advisory agency accounts | $0 | 941 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $125,000 | 31 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,130,000 | 93 |
Personal Trust and Agency Accounts | $205,000 | 65 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $70,000 | 179 |
Employee Benefit-defined Benefit Accounts | $113,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $9,000 | 600 |
Corporate Trust and Agency Accounts | $497,000 | 54 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $236,000 | 31 |
Memoranda | ||
Custody and Safekeeping Accounts | $45,000 | 510 |
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $4,888,000 | 74 |
Number of Managed Accounts | $3,723,000 | 59 |
Personal Trust and Agency Accounts | $3,486,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 140 |
Employee Benefit-defined Benefit Accounts | $17,000 | 88 |
Number of other employee benefit and retirement-related accounts | $15,000 | 484 |
Corporate Trust and Agency Accounts | $2,000 | 233 |
Number of managed investment management and investment advisory agency accounts | $1,000 | 818 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $121,000 | 36 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $1,165,000 | 86 |
Personal Trust and Agency Accounts | $225,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $92,000 | 147 |
Employee Benefit-defined Benefit Accounts | $128,000 | 39 |
Number non-managed other employee benefit and retirement-related accounts | $12,000 | 530 |
Corporate Trust and Agency Accounts | $483,000 | 57 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $225,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $47,000 | 460 |
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |