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National City Bank of Kentucky, Number of Fiduciary and Related Asset Accounts

2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,098,00074
Number of Managed Accounts$3,506,00054
Personal Trust and Agency Accounts$2,921,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000153
Employee Benefit-defined Benefit Accounts$14,00079
Number of other employee benefit and retirement-related accounts$248,000106
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$171,000215
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$121,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$592,000100
Personal Trust and Agency Accounts$127,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000168
Employee Benefit-defined Benefit Accounts$61,00050
Number non-managed other employee benefit and retirement-related accounts$13,000234
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$357,00020
Memoranda
Custody and Safekeeping Accounts$215,000124
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,842,00076
Number of Managed Accounts$3,418,00055
Personal Trust and Agency Accounts$2,846,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000155
Employee Benefit-defined Benefit Accounts$14,00081
Number of other employee benefit and retirement-related accounts$240,000107
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$168,000220
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$119,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$424,000126
Personal Trust and Agency Accounts$90,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000176
Employee Benefit-defined Benefit Accounts$57,00048
Number non-managed other employee benefit and retirement-related accounts$13,000239
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$230,00023
Memoranda
Custody and Safekeeping Accounts$205,000129
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,910,00082
Number of Managed Accounts$3,393,00061
Personal Trust and Agency Accounts$3,237,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000181
Employee Benefit-defined Benefit Accounts$14,00084
Number of other employee benefit and retirement-related accounts$13,000562
Corporate Trust and Agency Accounts$1,000234
Number of managed investment management and investment advisory agency accounts$14,000711
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$82,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$517,000129
Personal Trust and Agency Accounts$149,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000199
Employee Benefit-defined Benefit Accounts$98,00042
Number non-managed other employee benefit and retirement-related accounts$4,000679
Corporate Trust and Agency Accounts$75,00076
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$152,00038
Memoranda
Custody and Safekeeping Accounts$24,000563
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,921,00077
Number of Managed Accounts$3,397,00060
Personal Trust and Agency Accounts$3,245,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000151
Employee Benefit-defined Benefit Accounts$14,00077
Number of other employee benefit and retirement-related accounts$13,000312
Corporate Trust and Agency Accounts$1,00091
Number of managed investment management and investment advisory agency accounts$15,000346
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$76,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$524,000109
Personal Trust and Agency Accounts$153,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000157
Employee Benefit-defined Benefit Accounts$96,00041
Number non-managed other employee benefit and retirement-related accounts$4,000276
Corporate Trust and Agency Accounts$54,00075
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$171,00029
Memoranda
Custody and Safekeeping Accounts$25,000305
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,900,00078
Number of Managed Accounts$3,367,00058
Personal Trust and Agency Accounts$3,170,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000149
Employee Benefit-defined Benefit Accounts$14,00076
Number of other employee benefit and retirement-related accounts$13,000320
Corporate Trust and Agency Accounts$1,00093
Number of managed investment management and investment advisory agency accounts$16,000357
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$119,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$533,000110
Personal Trust and Agency Accounts$158,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000147
Employee Benefit-defined Benefit Accounts$91,00042
Number non-managed other employee benefit and retirement-related accounts$5,000284
Corporate Trust and Agency Accounts$55,00080
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$177,00027
Memoranda
Custody and Safekeeping Accounts$30,000310
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,905,00080
Number of Managed Accounts$3,386,00058
Personal Trust and Agency Accounts$3,188,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000149
Employee Benefit-defined Benefit Accounts$13,00084
Number of other employee benefit and retirement-related accounts$14,000320
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$16,000354
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$120,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$519,000116
Personal Trust and Agency Accounts$163,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000156
Employee Benefit-defined Benefit Accounts$93,00041
Number non-managed other employee benefit and retirement-related accounts$5,000285
Corporate Trust and Agency Accounts$50,00082
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$160,00031
Memoranda
Custody and Safekeeping Accounts$29,000308
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,956,00084
Number of Managed Accounts$3,416,00063
Personal Trust and Agency Accounts$3,213,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000158
Employee Benefit-defined Benefit Accounts$13,00090
Number of other employee benefit and retirement-related accounts$15,000521
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$17,000676
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$118,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$540,000134
Personal Trust and Agency Accounts$181,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000181
Employee Benefit-defined Benefit Accounts$96,00044
Number non-managed other employee benefit and retirement-related accounts$5,000659
Corporate Trust and Agency Accounts$50,00097
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$159,00035
Memoranda
Custody and Safekeeping Accounts$31,000526
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,983,00077
Number of Managed Accounts$3,436,00059
Personal Trust and Agency Accounts$3,227,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000132
Employee Benefit-defined Benefit Accounts$13,00082
Number of other employee benefit and retirement-related accounts$15,000307
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$17,000341
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$120,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$547,000111
Personal Trust and Agency Accounts$194,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,000143
Employee Benefit-defined Benefit Accounts$93,00041
Number non-managed other employee benefit and retirement-related accounts$5,000276
Corporate Trust and Agency Accounts$45,00086
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$155,00027
Memoranda
Custody and Safekeeping Accounts$494,00082
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,516,00070
Number of Managed Accounts$3,475,00058
Personal Trust and Agency Accounts$3,261,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000134
Employee Benefit-defined Benefit Accounts$14,00078
Number of other employee benefit and retirement-related accounts$15,000309
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$17,000341
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$123,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,041,00082
Personal Trust and Agency Accounts$212,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000146
Employee Benefit-defined Benefit Accounts$90,00041
Number non-managed other employee benefit and retirement-related accounts$5,000285
Corporate Trust and Agency Accounts$512,00042
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$165,00028
Memoranda
Custody and Safekeeping Accounts$49,000276
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,531,00072
Number of Managed Accounts$3,503,00059
Personal Trust and Agency Accounts$3,284,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000129
Employee Benefit-defined Benefit Accounts$14,00083
Number of other employee benefit and retirement-related accounts$14,000316
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$17,000345
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$125,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,028,00082
Personal Trust and Agency Accounts$208,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000151
Employee Benefit-defined Benefit Accounts$92,00041
Number non-managed other employee benefit and retirement-related accounts$5,000284
Corporate Trust and Agency Accounts$498,00043
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$168,00029
Memoranda
Custody and Safekeeping Accounts$49,000282
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,541,00078
Number of Managed Accounts$3,494,00062
Personal Trust and Agency Accounts$3,276,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000149
Employee Benefit-defined Benefit Accounts$14,00088
Number of other employee benefit and retirement-related accounts$15,000522
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$18,000653
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$122,00041
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,047,00091
Personal Trust and Agency Accounts$211,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000174
Employee Benefit-defined Benefit Accounts$90,00044
Number non-managed other employee benefit and retirement-related accounts$5,000674
Corporate Trust and Agency Accounts$513,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$169,00038
Memoranda
Custody and Safekeeping Accounts$49,000449
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,599,00076
Number of Managed Accounts$3,500,00059
Personal Trust and Agency Accounts$3,281,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000146
Employee Benefit-defined Benefit Accounts$14,00091
Number of other employee benefit and retirement-related accounts$14,000316
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$18,000339
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$125,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,099,00083
Personal Trust and Agency Accounts$196,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000162
Employee Benefit-defined Benefit Accounts$90,00040
Number non-managed other employee benefit and retirement-related accounts$5,000296
Corporate Trust and Agency Accounts$533,00047
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$215,00028
Memoranda
Custody and Safekeeping Accounts$48,000300
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,633,00077
Number of Managed Accounts$3,521,00059
Personal Trust and Agency Accounts$3,298,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000148
Employee Benefit-defined Benefit Accounts$14,00090
Number of other employee benefit and retirement-related accounts$14,000317
Corporate Trust and Agency Accounts$1,000109
Number of managed investment management and investment advisory agency accounts$18,000344
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$125,00032
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,112,00084
Personal Trust and Agency Accounts$201,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,000162
Employee Benefit-defined Benefit Accounts$91,00041
Number non-managed other employee benefit and retirement-related accounts$5,000300
Corporate Trust and Agency Accounts$533,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$217,00024
Memoranda
Custody and Safekeeping Accounts$51,000290
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,660,00077
Number of Managed Accounts$3,551,00062
Personal Trust and Agency Accounts$3,320,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,000130
Employee Benefit-defined Benefit Accounts$15,00089
Number of other employee benefit and retirement-related accounts$14,000323
Corporate Trust and Agency Accounts$1,000116
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$129,00032
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,109,00089
Personal Trust and Agency Accounts$205,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,000166
Employee Benefit-defined Benefit Accounts$105,00036
Number non-managed other employee benefit and retirement-related accounts$5,000306
Corporate Trust and Agency Accounts$497,00054
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$233,00026
Memoranda
Custody and Safekeeping Accounts$46,000312
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,721,00083
Number of Managed Accounts$3,591,00065
Personal Trust and Agency Accounts$3,365,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,000138
Employee Benefit-defined Benefit Accounts$12,000106
Number of other employee benefit and retirement-related accounts$14,000541
Corporate Trust and Agency Accounts$1,000295
Number of managed investment management and investment advisory agency accounts$0941
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$125,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,130,00093
Personal Trust and Agency Accounts$205,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000179
Employee Benefit-defined Benefit Accounts$113,00044
Number non-managed other employee benefit and retirement-related accounts$9,000600
Corporate Trust and Agency Accounts$497,00054
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$236,00031
Memoranda
Custody and Safekeeping Accounts$45,000510
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,888,00074
Number of Managed Accounts$3,723,00059
Personal Trust and Agency Accounts$3,486,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,000140
Employee Benefit-defined Benefit Accounts$17,00088
Number of other employee benefit and retirement-related accounts$15,000484
Corporate Trust and Agency Accounts$2,000233
Number of managed investment management and investment advisory agency accounts$1,000818
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$121,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,165,00086
Personal Trust and Agency Accounts$225,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,000147
Employee Benefit-defined Benefit Accounts$128,00039
Number non-managed other employee benefit and retirement-related accounts$12,000530
Corporate Trust and Agency Accounts$483,00057
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$225,00028
Memoranda
Custody and Safekeeping Accounts$47,000460
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA