Home > National City Bank of the Midwest > Number of Fiduciary and Related Asset Accounts
National City Bank of the Midwest, 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 | $7,313,000 | 51 |
Number of Managed Accounts | $6,560,000 | 35 |
Personal Trust and Agency Accounts | $3,819,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 103 |
Employee Benefit-defined Benefit Accounts | $135,000 | 20 |
Number of other employee benefit and retirement-related accounts | $463,000 | 59 |
Corporate Trust and Agency Accounts | $1,000 | 87 |
Number of managed investment management and investment advisory agency accounts | $538,000 | 87 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,551,000 | 6 |
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 | $753,000 | 89 |
Personal Trust and Agency Accounts | $111,000 | 81 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $306,000 | 52 |
Employee Benefit-defined Benefit Accounts | $55,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $188,000 | 68 |
Corporate Trust and Agency Accounts | $1,000 | 178 |
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 | $92,000 | 38 |
Memoranda | ||
Custody and Safekeeping Accounts | $509,000 | 74 |
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 | $7,529,000 | 49 |
Number of Managed Accounts | $6,780,000 | 34 |
Personal Trust and Agency Accounts | $3,753,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 107 |
Employee Benefit-defined Benefit Accounts | $133,000 | 20 |
Number of other employee benefit and retirement-related accounts | $449,000 | 60 |
Corporate Trust and Agency Accounts | $0 | 107 |
Number of managed investment management and investment advisory agency accounts | $513,000 | 88 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $1,879,000 | 5 |
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 | $749,000 | 92 |
Personal Trust and Agency Accounts | $111,000 | 82 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $304,000 | 54 |
Employee Benefit-defined Benefit Accounts | $55,000 | 50 |
Number non-managed other employee benefit and retirement-related accounts | $187,000 | 67 |
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 | $92,000 | 37 |
Memoranda | ||
Custody and Safekeeping Accounts | $474,000 | 77 |
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 | $6,034,000 | 57 |
Number of Managed Accounts | $5,188,000 | 43 |
Personal Trust and Agency Accounts | $4,863,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $45,000 | 139 |
Employee Benefit-defined Benefit Accounts | $21,000 | 63 |
Number of other employee benefit and retirement-related accounts | $11,000 | 581 |
Corporate Trust and Agency Accounts | $6,000 | 131 |
Number of managed investment management and investment advisory agency accounts | $164,000 | 235 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $78,000 | 38 |
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 | $846,000 | 96 |
Personal Trust and Agency Accounts | $350,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $221,000 | 62 |
Employee Benefit-defined Benefit Accounts | $49,000 | 55 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 472 |
Corporate Trust and Agency Accounts | $115,000 | 61 |
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 | $94,000 | 48 |
Memoranda | ||
Custody and Safekeeping Accounts | $77,000 | 305 |
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 | $6,098,000 | 53 |
Number of Managed Accounts | $5,223,000 | 40 |
Personal Trust and Agency Accounts | $4,901,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $49,000 | 116 |
Employee Benefit-defined Benefit Accounts | $23,000 | 58 |
Number of other employee benefit and retirement-related accounts | $10,000 | 323 |
Corporate Trust and Agency Accounts | $6,000 | 66 |
Number of managed investment management and investment advisory agency accounts | $155,000 | 215 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $79,000 | 30 |
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 | $875,000 | 78 |
Personal Trust and Agency Accounts | $366,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $229,000 | 58 |
Employee Benefit-defined Benefit Accounts | $50,000 | 50 |
Number non-managed other employee benefit and retirement-related accounts | $17,000 | 216 |
Corporate Trust and Agency Accounts | $121,000 | 59 |
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 | $92,000 | 36 |
Memoranda | ||
Custody and Safekeeping Accounts | $74,000 | 214 |
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 | $6,238,000 | 52 |
Number of Managed Accounts | $5,300,000 | 38 |
Personal Trust and Agency Accounts | $4,796,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $52,000 | 116 |
Employee Benefit-defined Benefit Accounts | $25,000 | 54 |
Number of other employee benefit and retirement-related accounts | $12,000 | 324 |
Corporate Trust and Agency Accounts | $6,000 | 68 |
Number of managed investment management and investment advisory agency accounts | $161,000 | 214 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $248,000 | 17 |
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 | $938,000 | 77 |
Personal Trust and Agency Accounts | $362,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $258,000 | 56 |
Employee Benefit-defined Benefit Accounts | $62,000 | 47 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 219 |
Corporate Trust and Agency Accounts | $126,000 | 61 |
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 | $112,000 | 34 |
Memoranda | ||
Custody and Safekeeping Accounts | $93,000 | 195 |
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 | $6,263,000 | 55 |
Number of Managed Accounts | $5,322,000 | 39 |
Personal Trust and Agency Accounts | $4,821,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $53,000 | 118 |
Employee Benefit-defined Benefit Accounts | $25,000 | 60 |
Number of other employee benefit and retirement-related accounts | $10,000 | 333 |
Corporate Trust and Agency Accounts | $10,000 | 56 |
Number of managed investment management and investment advisory agency accounts | $154,000 | 218 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $249,000 | 19 |
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 | $941,000 | 82 |
Personal Trust and Agency Accounts | $367,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $271,000 | 59 |
Employee Benefit-defined Benefit Accounts | $62,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $18,000 | 222 |
Corporate Trust and Agency Accounts | $117,000 | 63 |
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 | $106,000 | 37 |
Memoranda | ||
Custody and Safekeeping Accounts | $102,000 | 189 |
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 | $6,367,000 | 62 |
Number of Managed Accounts | $5,406,000 | 41 |
Personal Trust and Agency Accounts | $4,895,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 123 |
Employee Benefit-defined Benefit Accounts | $26,000 | 62 |
Number of other employee benefit and retirement-related accounts | $12,000 | 549 |
Corporate Trust and Agency Accounts | $10,000 | 101 |
Number of managed investment management and investment advisory agency accounts | $184,000 | 214 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $223,000 | 22 |
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 | $961,000 | 95 |
Personal Trust and Agency Accounts | $382,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $275,000 | 65 |
Employee Benefit-defined Benefit Accounts | $59,000 | 55 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 455 |
Corporate Trust and Agency Accounts | $120,000 | 65 |
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 | $105,000 | 51 |
Memoranda | ||
Custody and Safekeeping Accounts | $88,000 | 295 |
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 | $6,413,000 | 56 |
Number of Managed Accounts | $5,439,000 | 38 |
Personal Trust and Agency Accounts | $4,927,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 100 |
Employee Benefit-defined Benefit Accounts | $29,000 | 53 |
Number of other employee benefit and retirement-related accounts | $10,000 | 322 |
Corporate Trust and Agency Accounts | $6,000 | 61 |
Number of managed investment management and investment advisory agency accounts | $181,000 | 189 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $222,000 | 18 |
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 | $974,000 | 86 |
Personal Trust and Agency Accounts | $407,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $282,000 | 61 |
Employee Benefit-defined Benefit Accounts | $63,000 | 46 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 210 |
Corporate Trust and Agency Accounts | $93,000 | 67 |
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 | $108,000 | 35 |
Memoranda | ||
Custody and Safekeeping Accounts | $798,000 | 64 |
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 | $7,245,000 | 52 |
Number of Managed Accounts | $5,460,000 | 39 |
Personal Trust and Agency Accounts | $4,930,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 108 |
Employee Benefit-defined Benefit Accounts | $27,000 | 56 |
Number of other employee benefit and retirement-related accounts | $9,000 | 323 |
Corporate Trust and Agency Accounts | $14,000 | 45 |
Number of managed investment management and investment advisory agency accounts | $189,000 | 184 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $229,000 | 18 |
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 | $1,785,000 | 60 |
Personal Trust and Agency Accounts | $492,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $303,000 | 59 |
Employee Benefit-defined Benefit Accounts | $60,000 | 49 |
Number non-managed other employee benefit and retirement-related accounts | $28,000 | 201 |
Corporate Trust and Agency Accounts | $794,000 | 34 |
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 | $108,000 | 35 |
Memoranda | ||
Custody and Safekeeping Accounts | $113,000 | 189 |
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 | $7,334,000 | 53 |
Number of Managed Accounts | $5,519,000 | 40 |
Personal Trust and Agency Accounts | $5,001,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $63,000 | 109 |
Employee Benefit-defined Benefit Accounts | $24,000 | 64 |
Number of other employee benefit and retirement-related accounts | $10,000 | 331 |
Corporate Trust and Agency Accounts | $11,000 | 50 |
Number of managed investment management and investment advisory agency accounts | $181,000 | 186 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $229,000 | 19 |
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 | $1,815,000 | 59 |
Personal Trust and Agency Accounts | $501,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $325,000 | 58 |
Employee Benefit-defined Benefit Accounts | $55,000 | 52 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 219 |
Corporate Trust and Agency Accounts | $799,000 | 36 |
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 | $115,000 | 36 |
Memoranda | ||
Custody and Safekeeping Accounts | $116,000 | 193 |
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 | $6,815,000 | 60 |
Number of Managed Accounts | $5,128,000 | 47 |
Personal Trust and Agency Accounts | $4,590,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 104 |
Employee Benefit-defined Benefit Accounts | $27,000 | 63 |
Number of other employee benefit and retirement-related accounts | $10,000 | 576 |
Corporate Trust and Agency Accounts | $17,000 | 78 |
Number of managed investment management and investment advisory agency accounts | $162,000 | 225 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $247,000 | 24 |
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 | $1,687,000 | 69 |
Personal Trust and Agency Accounts | $447,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $297,000 | 69 |
Employee Benefit-defined Benefit Accounts | $53,000 | 59 |
Number non-managed other employee benefit and retirement-related accounts | $20,000 | 467 |
Corporate Trust and Agency Accounts | $757,000 | 38 |
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 | $113,000 | 53 |
Memoranda | ||
Custody and Safekeeping Accounts | $115,000 | 254 |
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 | $6,977,000 | 55 |
Number of Managed Accounts | $5,244,000 | 45 |
Personal Trust and Agency Accounts | $4,682,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $64,000 | 121 |
Employee Benefit-defined Benefit Accounts | $30,000 | 55 |
Number of other employee benefit and retirement-related accounts | $7,000 | 335 |
Corporate Trust and Agency Accounts | $21,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $172,000 | 193 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $268,000 | 20 |
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 | $1,733,000 | 67 |
Personal Trust and Agency Accounts | $464,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $302,000 | 73 |
Employee Benefit-defined Benefit Accounts | $53,000 | 53 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 226 |
Corporate Trust and Agency Accounts | $786,000 | 41 |
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 | $107,000 | 43 |
Memoranda | ||
Custody and Safekeeping Accounts | $119,000 | 204 |
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 | $7,117,000 | 57 |
Number of Managed Accounts | $5,336,000 | 45 |
Personal Trust and Agency Accounts | $4,767,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $68,000 | 123 |
Employee Benefit-defined Benefit Accounts | $32,000 | 53 |
Number of other employee benefit and retirement-related accounts | $6,000 | 342 |
Corporate Trust and Agency Accounts | $22,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $172,000 | 195 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $269,000 | 18 |
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 | $1,781,000 | 67 |
Personal Trust and Agency Accounts | $474,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $319,000 | 73 |
Employee Benefit-defined Benefit Accounts | $55,000 | 54 |
Number non-managed other employee benefit and retirement-related accounts | $13,000 | 255 |
Corporate Trust and Agency Accounts | $811,000 | 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 | $109,000 | 41 |
Memoranda | ||
Custody and Safekeeping Accounts | $117,000 | 205 |
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 | $7,301,000 | 56 |
Number of Managed Accounts | $5,492,000 | 45 |
Personal Trust and Agency Accounts | $4,889,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 115 |
Employee Benefit-defined Benefit Accounts | $39,000 | 52 |
Number of other employee benefit and retirement-related accounts | $7,000 | 344 |
Corporate Trust and Agency Accounts | $23,000 | 46 |
Number of managed investment management and investment advisory agency accounts | $177,000 | 192 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $280,000 | 19 |
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 | $1,809,000 | 69 |
Personal Trust and Agency Accounts | $473,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $320,000 | 73 |
Employee Benefit-defined Benefit Accounts | $50,000 | 57 |
Number non-managed other employee benefit and retirement-related accounts | $21,000 | 233 |
Corporate Trust and Agency Accounts | $835,000 | 41 |
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 | $110,000 | 42 |
Memoranda | ||
Custody and Safekeeping Accounts | $119,000 | 215 |
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 | $7,207,000 | 59 |
Number of Managed Accounts | $5,374,000 | 49 |
Personal Trust and Agency Accounts | $4,952,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $89,000 | 114 |
Employee Benefit-defined Benefit Accounts | $44,000 | 50 |
Number of other employee benefit and retirement-related accounts | $7,000 | 629 |
Corporate Trust and Agency Accounts | $22,000 | 77 |
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 | $260,000 | 20 |
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 | $1,833,000 | 72 |
Personal Trust and Agency Accounts | $481,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $350,000 | 74 |
Employee Benefit-defined Benefit Accounts | $45,000 | 70 |
Number non-managed other employee benefit and retirement-related accounts | $23,000 | 450 |
Corporate Trust and Agency Accounts | $807,000 | 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 | $127,000 | 49 |
Memoranda | ||
Custody and Safekeeping Accounts | $126,000 | 268 |
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 | $7,636,000 | 50 |
Number of Managed Accounts | $5,947,000 | 41 |
Personal Trust and Agency Accounts | $5,265,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $155,000 | 87 |
Employee Benefit-defined Benefit Accounts | $46,000 | 55 |
Number of other employee benefit and retirement-related accounts | $8,000 | 566 |
Corporate Trust and Agency Accounts | $34,000 | 67 |
Number of managed investment management and investment advisory agency accounts | $208,000 | 169 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $231,000 | 22 |
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 | $1,689,000 | 70 |
Personal Trust and Agency Accounts | $489,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $235,000 | 86 |
Employee Benefit-defined Benefit Accounts | $67,000 | 61 |
Number non-managed other employee benefit and retirement-related accounts | $16,000 | 485 |
Corporate Trust and Agency Accounts | $747,000 | 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 | $135,000 | 41 |
Memoranda | ||
Custody and Safekeeping Accounts | $175,000 | 189 |
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 |