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National City Bank of Pennsylvania, 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$5,280,00057
Number of Managed Accounts$4,819,00043
Personal Trust and Agency Accounts$3,404,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000141
Employee Benefit-defined Benefit Accounts$40,00044
Number of other employee benefit and retirement-related accounts$302,00089
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$781,00066
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$258,00018
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$461,000117
Personal Trust and Agency Accounts$53,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00081
Employee Benefit-defined Benefit Accounts$212,00022
Number non-managed other employee benefit and retirement-related accounts$30,000184
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$17,00065
Memoranda
Custody and Safekeeping Accounts$188,000136
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$5,184,00059
Number of Managed Accounts$4,732,00043
Personal Trust and Agency Accounts$3,369,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000144
Employee Benefit-defined Benefit Accounts$40,00045
Number of other employee benefit and retirement-related accounts$288,00090
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$749,00067
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$252,00021
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$452,000116
Personal Trust and Agency Accounts$52,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00087
Employee Benefit-defined Benefit Accounts$211,00023
Number non-managed other employee benefit and retirement-related accounts$30,000191
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$17,00070
Memoranda
Custody and Safekeeping Accounts$179,000136
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$5,503,00061
Number of Managed Accounts$4,832,00045
Personal Trust and Agency Accounts$4,550,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000156
Employee Benefit-defined Benefit Accounts$47,00044
Number of other employee benefit and retirement-related accounts$5,000664
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$65,000437
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$126,00029
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$671,000110
Personal Trust and Agency Accounts$220,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00083
Employee Benefit-defined Benefit Accounts$225,00022
Number non-managed other employee benefit and retirement-related accounts$18,000464
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$53,00064
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$5,562,00054
Number of Managed Accounts$4,867,00042
Personal Trust and Agency Accounts$4,575,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000134
Employee Benefit-defined Benefit Accounts$48,00040
Number of other employee benefit and retirement-related accounts$5,000335
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$66,000294
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$134,00025
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$695,00092
Personal Trust and Agency Accounts$226,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00082
Employee Benefit-defined Benefit Accounts$243,00023
Number non-managed other employee benefit and retirement-related accounts$18,000211
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$54,00047
Memoranda
Custody and Safekeeping Accounts$23,000309
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$5,588,00054
Number of Managed Accounts$4,891,00041
Personal Trust and Agency Accounts$4,379,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000135
Employee Benefit-defined Benefit Accounts$48,00040
Number of other employee benefit and retirement-related accounts$6,000346
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$97,000274
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$321,00015
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$697,00095
Personal Trust and Agency Accounts$224,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00077
Employee Benefit-defined Benefit Accounts$244,00022
Number non-managed other employee benefit and retirement-related accounts$18,000219
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$55,00046
Memoranda
Custody and Safekeeping Accounts$27,000312
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$5,601,00057
Number of Managed Accounts$4,903,00043
Personal Trust and Agency Accounts$4,391,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000137
Employee Benefit-defined Benefit Accounts$48,00041
Number of other employee benefit and retirement-related accounts$6,000343
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$96,000278
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$322,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$698,00099
Personal Trust and Agency Accounts$241,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00084
Employee Benefit-defined Benefit Accounts$241,00023
Number non-managed other employee benefit and retirement-related accounts$16,000232
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$48,00052
Memoranda
Custody and Safekeeping Accounts$27,000312
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$5,680,00063
Number of Managed Accounts$4,967,00046
Personal Trust and Agency Accounts$4,455,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000153
Employee Benefit-defined Benefit Accounts$46,00045
Number of other employee benefit and retirement-related accounts$6,000636
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$111,000308
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$308,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$713,000112
Personal Trust and Agency Accounts$260,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00091
Employee Benefit-defined Benefit Accounts$234,00025
Number non-managed other employee benefit and retirement-related accounts$16,000494
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$49,00074
Memoranda
Custody and Safekeeping Accounts$28,000549
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$5,570,00060
Number of Managed Accounts$4,852,00045
Personal Trust and Agency Accounts$4,337,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000138
Employee Benefit-defined Benefit Accounts$46,00043
Number of other employee benefit and retirement-related accounts$6,000333
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$114,000245
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$308,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$718,00095
Personal Trust and Agency Accounts$257,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00085
Employee Benefit-defined Benefit Accounts$226,00025
Number non-managed other employee benefit and retirement-related accounts$16,000224
Corporate Trust and Agency Accounts$7,000141
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$56,00046
Memoranda
Custody and Safekeeping Accounts$946,00061
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$6,561,00057
Number of Managed Accounts$4,903,00044
Personal Trust and Agency Accounts$4,376,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000140
Employee Benefit-defined Benefit Accounts$46,00042
Number of other employee benefit and retirement-related accounts$6,000332
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$121,000239
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$311,00015
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$1,658,00064
Personal Trust and Agency Accounts$255,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00085
Employee Benefit-defined Benefit Accounts$219,00025
Number non-managed other employee benefit and retirement-related accounts$17,000228
Corporate Trust and Agency Accounts$950,00030
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$58,00046
Memoranda
Custody and Safekeeping Accounts$42,000295
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$6,610,00057
Number of Managed Accounts$4,930,00044
Personal Trust and Agency Accounts$4,398,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000140
Employee Benefit-defined Benefit Accounts$45,00043
Number of other employee benefit and retirement-related accounts$4,000345
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$119,000242
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$321,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,680,00061
Personal Trust and Agency Accounts$268,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$158,00086
Employee Benefit-defined Benefit Accounts$206,00026
Number non-managed other employee benefit and retirement-related accounts$19,000221
Corporate Trust and Agency Accounts$969,00031
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$60,00046
Memoranda
Custody and Safekeeping Accounts$46,000290
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$6,656,00061
Number of Managed Accounts$4,942,00048
Personal Trust and Agency Accounts$4,432,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000171
Employee Benefit-defined Benefit Accounts$46,00046
Number of other employee benefit and retirement-related accounts$4,000659
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$118,000288
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$300,00020
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$1,714,00068
Personal Trust and Agency Accounts$272,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00095
Employee Benefit-defined Benefit Accounts$199,00027
Number non-managed other employee benefit and retirement-related accounts$13,000537
Corporate Trust and Agency Accounts$1,011,00032
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$56,00073
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$6,747,00057
Number of Managed Accounts$5,012,00047
Personal Trust and Agency Accounts$4,490,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000154
Employee Benefit-defined Benefit Accounts$44,00048
Number of other employee benefit and retirement-related accounts$4,000346
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$132,000229
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$297,00018
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$1,735,00066
Personal Trust and Agency Accounts$284,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,00094
Employee Benefit-defined Benefit Accounts$191,00024
Number non-managed other employee benefit and retirement-related accounts$13,000249
Corporate Trust and Agency Accounts$1,021,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$61,00055
Memoranda
Custody and Safekeeping Accounts$35,000327
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,821,00059
Number of Managed Accounts$5,078,00046
Personal Trust and Agency Accounts$4,554,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000151
Employee Benefit-defined Benefit Accounts$43,00046
Number of other employee benefit and retirement-related accounts$4,000349
Corporate Trust and Agency Accounts$1,000109
Number of managed investment management and investment advisory agency accounts$133,000228
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$293,00017
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$1,743,00069
Personal Trust and Agency Accounts$286,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00098
Employee Benefit-defined Benefit Accounts$193,00025
Number non-managed other employee benefit and retirement-related accounts$12,000259
Corporate Trust and Agency Accounts$1,025,00037
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$59,00053
Memoranda
Custody and Safekeeping Accounts$36,000326
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,743,00059
Number of Managed Accounts$4,982,00048
Personal Trust and Agency Accounts$4,591,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000142
Employee Benefit-defined Benefit Accounts$41,00050
Number of other employee benefit and retirement-related accounts$4,000350
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$289,00018
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$1,761,00070
Personal Trust and Agency Accounts$295,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,000104
Employee Benefit-defined Benefit Accounts$193,00026
Number non-managed other employee benefit and retirement-related accounts$13,000257
Corporate Trust and Agency Accounts$1,030,00037
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$65,00054
Memoranda
Custody and Safekeeping Accounts$38,000338
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,836,00062
Number of Managed Accounts$5,041,00051
Personal Trust and Agency Accounts$4,647,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000159
Employee Benefit-defined Benefit Accounts$43,00052
Number of other employee benefit and retirement-related accounts$7,000629
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$286,00018
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$1,795,00073
Personal Trust and Agency Accounts$292,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$166,000112
Employee Benefit-defined Benefit Accounts$176,00034
Number non-managed other employee benefit and retirement-related accounts$15,000515
Corporate Trust and Agency Accounts$1,082,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$64,00073
Memoranda
Custody and Safekeeping Accounts$44,000515
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$14,015,00033
Number of Managed Accounts$10,365,00025
Personal Trust and Agency Accounts$4,860,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,000180
Employee Benefit-defined Benefit Accounts$60,00047
Number of other employee benefit and retirement-related accounts$9,000550
Corporate Trust and Agency Accounts$2,000233
Number of managed investment management and investment advisory agency accounts$6,000722
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,373,0001
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$3,650,00045
Personal Trust and Agency Accounts$327,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,000126
Employee Benefit-defined Benefit Accounts$152,00036
Number non-managed other employee benefit and retirement-related accounts$18,000461
Corporate Trust and Agency Accounts$1,177,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,856,00011
Memoranda
Custody and Safekeeping Accounts$12,000700
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