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National City Bank of the Midwest, 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$7,313,00051
Number of Managed Accounts$6,560,00035
Personal Trust and Agency Accounts$3,819,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000103
Employee Benefit-defined Benefit Accounts$135,00020
Number of other employee benefit and retirement-related accounts$463,00059
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$538,00087
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,551,0006
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$753,00089
Personal Trust and Agency Accounts$111,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$306,00052
Employee Benefit-defined Benefit Accounts$55,00053
Number non-managed other employee benefit and retirement-related accounts$188,00068
Corporate Trust and Agency Accounts$1,000178
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$92,00038
Memoranda
Custody and Safekeeping Accounts$509,00074
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$7,529,00049
Number of Managed Accounts$6,780,00034
Personal Trust and Agency Accounts$3,753,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000107
Employee Benefit-defined Benefit Accounts$133,00020
Number of other employee benefit and retirement-related accounts$449,00060
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$513,00088
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,879,0005
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$749,00092
Personal Trust and Agency Accounts$111,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$304,00054
Employee Benefit-defined Benefit Accounts$55,00050
Number non-managed other employee benefit and retirement-related accounts$187,00067
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$92,00037
Memoranda
Custody and Safekeeping Accounts$474,00077
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$6,034,00057
Number of Managed Accounts$5,188,00043
Personal Trust and Agency Accounts$4,863,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000139
Employee Benefit-defined Benefit Accounts$21,00063
Number of other employee benefit and retirement-related accounts$11,000581
Corporate Trust and Agency Accounts$6,000131
Number of managed investment management and investment advisory agency accounts$164,000235
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$78,00038
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$846,00096
Personal Trust and Agency Accounts$350,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00062
Employee Benefit-defined Benefit Accounts$49,00055
Number non-managed other employee benefit and retirement-related accounts$17,000472
Corporate Trust and Agency Accounts$115,00061
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$94,00048
Memoranda
Custody and Safekeeping Accounts$77,000305
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$6,098,00053
Number of Managed Accounts$5,223,00040
Personal Trust and Agency Accounts$4,901,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000116
Employee Benefit-defined Benefit Accounts$23,00058
Number of other employee benefit and retirement-related accounts$10,000323
Corporate Trust and Agency Accounts$6,00066
Number of managed investment management and investment advisory agency accounts$155,000215
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$79,00030
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$875,00078
Personal Trust and Agency Accounts$366,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00058
Employee Benefit-defined Benefit Accounts$50,00050
Number non-managed other employee benefit and retirement-related accounts$17,000216
Corporate Trust and Agency Accounts$121,00059
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$92,00036
Memoranda
Custody and Safekeeping Accounts$74,000214
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$6,238,00052
Number of Managed Accounts$5,300,00038
Personal Trust and Agency Accounts$4,796,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000116
Employee Benefit-defined Benefit Accounts$25,00054
Number of other employee benefit and retirement-related accounts$12,000324
Corporate Trust and Agency Accounts$6,00068
Number of managed investment management and investment advisory agency accounts$161,000214
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$248,00017
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$938,00077
Personal Trust and Agency Accounts$362,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$258,00056
Employee Benefit-defined Benefit Accounts$62,00047
Number non-managed other employee benefit and retirement-related accounts$18,000219
Corporate Trust and Agency Accounts$126,00061
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$112,00034
Memoranda
Custody and Safekeeping Accounts$93,000195
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$6,263,00055
Number of Managed Accounts$5,322,00039
Personal Trust and Agency Accounts$4,821,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000118
Employee Benefit-defined Benefit Accounts$25,00060
Number of other employee benefit and retirement-related accounts$10,000333
Corporate Trust and Agency Accounts$10,00056
Number of managed investment management and investment advisory agency accounts$154,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$249,00019
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$941,00082
Personal Trust and Agency Accounts$367,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$271,00059
Employee Benefit-defined Benefit Accounts$62,00049
Number non-managed other employee benefit and retirement-related accounts$18,000222
Corporate Trust and Agency Accounts$117,00063
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$106,00037
Memoranda
Custody and Safekeeping Accounts$102,000189
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$6,367,00062
Number of Managed Accounts$5,406,00041
Personal Trust and Agency Accounts$4,895,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000123
Employee Benefit-defined Benefit Accounts$26,00062
Number of other employee benefit and retirement-related accounts$12,000549
Corporate Trust and Agency Accounts$10,000101
Number of managed investment management and investment advisory agency accounts$184,000214
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$223,00022
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$961,00095
Personal Trust and Agency Accounts$382,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$275,00065
Employee Benefit-defined Benefit Accounts$59,00055
Number non-managed other employee benefit and retirement-related accounts$20,000455
Corporate Trust and Agency Accounts$120,00065
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$105,00051
Memoranda
Custody and Safekeeping Accounts$88,000295
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$6,413,00056
Number of Managed Accounts$5,439,00038
Personal Trust and Agency Accounts$4,927,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,000100
Employee Benefit-defined Benefit Accounts$29,00053
Number of other employee benefit and retirement-related accounts$10,000322
Corporate Trust and Agency Accounts$6,00061
Number of managed investment management and investment advisory agency accounts$181,000189
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$222,00018
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$974,00086
Personal Trust and Agency Accounts$407,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$282,00061
Employee Benefit-defined Benefit Accounts$63,00046
Number non-managed other employee benefit and retirement-related accounts$21,000210
Corporate Trust and Agency Accounts$93,00067
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$108,00035
Memoranda
Custody and Safekeeping Accounts$798,00064
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$7,245,00052
Number of Managed Accounts$5,460,00039
Personal Trust and Agency Accounts$4,930,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,000108
Employee Benefit-defined Benefit Accounts$27,00056
Number of other employee benefit and retirement-related accounts$9,000323
Corporate Trust and Agency Accounts$14,00045
Number of managed investment management and investment advisory agency accounts$189,000184
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$229,00018
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$1,785,00060
Personal Trust and Agency Accounts$492,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$303,00059
Employee Benefit-defined Benefit Accounts$60,00049
Number non-managed other employee benefit and retirement-related accounts$28,000201
Corporate Trust and Agency Accounts$794,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$108,00035
Memoranda
Custody and Safekeeping Accounts$113,000189
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$7,334,00053
Number of Managed Accounts$5,519,00040
Personal Trust and Agency Accounts$5,001,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,000109
Employee Benefit-defined Benefit Accounts$24,00064
Number of other employee benefit and retirement-related accounts$10,000331
Corporate Trust and Agency Accounts$11,00050
Number of managed investment management and investment advisory agency accounts$181,000186
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$229,00019
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$1,815,00059
Personal Trust and Agency Accounts$501,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$325,00058
Employee Benefit-defined Benefit Accounts$55,00052
Number non-managed other employee benefit and retirement-related accounts$20,000219
Corporate Trust and Agency Accounts$799,00036
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$115,00036
Memoranda
Custody and Safekeeping Accounts$116,000193
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$6,815,00060
Number of Managed Accounts$5,128,00047
Personal Trust and Agency Accounts$4,590,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,000104
Employee Benefit-defined Benefit Accounts$27,00063
Number of other employee benefit and retirement-related accounts$10,000576
Corporate Trust and Agency Accounts$17,00078
Number of managed investment management and investment advisory agency accounts$162,000225
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$247,00024
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$1,687,00069
Personal Trust and Agency Accounts$447,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$297,00069
Employee Benefit-defined Benefit Accounts$53,00059
Number non-managed other employee benefit and retirement-related accounts$20,000467
Corporate Trust and Agency Accounts$757,00038
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$113,00053
Memoranda
Custody and Safekeeping Accounts$115,000254
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$6,977,00055
Number of Managed Accounts$5,244,00045
Personal Trust and Agency Accounts$4,682,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,000121
Employee Benefit-defined Benefit Accounts$30,00055
Number of other employee benefit and retirement-related accounts$7,000335
Corporate Trust and Agency Accounts$21,00041
Number of managed investment management and investment advisory agency accounts$172,000193
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$268,00020
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$1,733,00067
Personal Trust and Agency Accounts$464,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00073
Employee Benefit-defined Benefit Accounts$53,00053
Number non-managed other employee benefit and retirement-related accounts$21,000226
Corporate Trust and Agency Accounts$786,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$107,00043
Memoranda
Custody and Safekeeping Accounts$119,000204
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$7,117,00057
Number of Managed Accounts$5,336,00045
Personal Trust and Agency Accounts$4,767,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000123
Employee Benefit-defined Benefit Accounts$32,00053
Number of other employee benefit and retirement-related accounts$6,000342
Corporate Trust and Agency Accounts$22,00041
Number of managed investment management and investment advisory agency accounts$172,000195
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$269,00018
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$1,781,00067
Personal Trust and Agency Accounts$474,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$319,00073
Employee Benefit-defined Benefit Accounts$55,00054
Number non-managed other employee benefit and retirement-related accounts$13,000255
Corporate Trust and Agency Accounts$811,00042
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$109,00041
Memoranda
Custody and Safekeeping Accounts$117,000205
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$7,301,00056
Number of Managed Accounts$5,492,00045
Personal Trust and Agency Accounts$4,889,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,000115
Employee Benefit-defined Benefit Accounts$39,00052
Number of other employee benefit and retirement-related accounts$7,000344
Corporate Trust and Agency Accounts$23,00046
Number of managed investment management and investment advisory agency accounts$177,000192
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$280,00019
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$1,809,00069
Personal Trust and Agency Accounts$473,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$320,00073
Employee Benefit-defined Benefit Accounts$50,00057
Number non-managed other employee benefit and retirement-related accounts$21,000233
Corporate Trust and Agency Accounts$835,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$110,00042
Memoranda
Custody and Safekeeping Accounts$119,000215
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$7,207,00059
Number of Managed Accounts$5,374,00049
Personal Trust and Agency Accounts$4,952,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,000114
Employee Benefit-defined Benefit Accounts$44,00050
Number of other employee benefit and retirement-related accounts$7,000629
Corporate Trust and Agency Accounts$22,00077
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$260,00020
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$1,833,00072
Personal Trust and Agency Accounts$481,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$350,00074
Employee Benefit-defined Benefit Accounts$45,00070
Number non-managed other employee benefit and retirement-related accounts$23,000450
Corporate Trust and Agency Accounts$807,00043
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$127,00049
Memoranda
Custody and Safekeeping Accounts$126,000268
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$7,636,00050
Number of Managed Accounts$5,947,00041
Personal Trust and Agency Accounts$5,265,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00087
Employee Benefit-defined Benefit Accounts$46,00055
Number of other employee benefit and retirement-related accounts$8,000566
Corporate Trust and Agency Accounts$34,00067
Number of managed investment management and investment advisory agency accounts$208,000169
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$231,00022
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$1,689,00070
Personal Trust and Agency Accounts$489,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00086
Employee Benefit-defined Benefit Accounts$67,00061
Number non-managed other employee benefit and retirement-related accounts$16,000485
Corporate Trust and Agency Accounts$747,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$135,00041
Memoranda
Custody and Safekeeping Accounts$175,000189
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