Home > North Fork Bank > Total Fiduciary and Related Assets
North Fork Bank, Total Fiduciary and Related Assets
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,787,758,000 | 106 |
Managed Assets ($) | $2,019,177,000 | 87 |
Personal trust and agency accounts, managed assets | $166,202,000 | 223 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $4,712,000 | 262 |
Employee benefit-defined benefit accounts, managed assets | $312,679,000 | 41 |
Other employee benefit and retirement-related accounts, managed assets | $15,587,000 | 268 |
Corporate trust and agency accounts, managed assets | $420,576,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $1,099,421,000 | 70 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $768,581,000 | 119 |
Personal trust and agency accounts, non-managed assets | $301,223,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $219,111,000 | 93 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,572,000 | 118 |
Other retirement accounts, non-managed assets | $15,188,000 | 153 |
Corporate trust and agency accounts, non-managed assets | $215,487,000 | 57 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 124 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,247,082,000 | 99 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,730,065,000 | 104 |
Managed Assets ($) | $1,970,136,000 | 85 |
Personal trust and agency accounts, managed assets | $164,500,000 | 220 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $4,565,000 | 268 |
Employee benefit-defined benefit accounts, managed assets | $305,112,000 | 43 |
Other employee benefit and retirement-related accounts, managed assets | $15,677,000 | 266 |
Corporate trust and agency accounts, managed assets | $383,088,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $1,097,194,000 | 71 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $759,929,000 | 117 |
Personal trust and agency accounts, non-managed assets | $301,508,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $206,502,000 | 90 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,072,000 | 117 |
Other retirement accounts, non-managed assets | $14,933,000 | 150 |
Corporate trust and agency accounts, non-managed assets | $219,914,000 | 57 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 120 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,236,181,000 | 101 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,400,691,000 | 109 |
Managed Assets ($) | $1,620,856,000 | 97 |
Personal trust and agency accounts, managed assets | $158,569,000 | 226 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $4,648,000 | 422 |
Employee benefit-defined benefit accounts, managed assets | $299,737,000 | 43 |
Other employee benefit and retirement-related accounts, managed assets | $15,884,000 | 299 |
Corporate trust and agency accounts, managed assets | $359,775,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $782,243,000 | 79 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $779,835,000 | 113 |
Personal trust and agency accounts, non-managed assets | $297,753,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $202,440,000 | 90 |
Employee benefit-defined benefit accounts, non-managed Assets | $18,958,000 | 121 |
Other retirement accounts, non-managed assets | $14,342,000 | 214 |
Corporate trust and agency accounts, non-managed assets | $246,342,000 | 53 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,218,147,000 | 103 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,451,908,000 | 110 |
Managed Assets ($) | $1,691,842,000 | 97 |
Personal trust and agency accounts, managed assets | $160,172,000 | 219 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $5,483,000 | 255 |
Employee benefit-defined benefit accounts, managed assets | $296,621,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $15,495,000 | 256 |
Corporate trust and agency accounts, managed assets | $352,054,000 | 13 |
Investment management and investment advisory agency accounts, managed assets | $862,017,000 | 77 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $760,066,000 | 116 |
Personal trust and agency accounts, non-managed assets | $290,131,000 | 57 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $189,397,000 | 89 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,845,000 | 126 |
Other retirement accounts, non-managed assets | $14,212,000 | 157 |
Corporate trust and agency accounts, non-managed assets | $252,481,000 | 56 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,231,201,000 | 102 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,438,930,000 | 114 |
Managed Assets ($) | $1,690,482,000 | 98 |
Personal trust and agency accounts, managed assets | $160,727,000 | 223 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $5,956,000 | 257 |
Employee benefit-defined benefit accounts, managed assets | $293,651,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $13,509,000 | 263 |
Corporate trust and agency accounts, managed assets | $361,573,000 | 13 |
Investment management and investment advisory agency accounts, managed assets | $855,066,000 | 78 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $748,448,000 | 123 |
Personal trust and agency accounts, non-managed assets | $283,428,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $182,717,000 | 92 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,849,000 | 131 |
Other retirement accounts, non-managed assets | $13,859,000 | 163 |
Corporate trust and agency accounts, non-managed assets | $254,595,000 | 59 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,105,920,000 | 108 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $2,327,947,000 | 116 |
Managed Assets ($) | $1,717,871,000 | 96 |
Personal trust and agency accounts, managed assets | $159,863,000 | 224 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $22,264,000 | 198 |
Employee benefit-defined benefit accounts, managed assets | $307,185,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $13,715,000 | 265 |
Corporate trust and agency accounts, managed assets | $362,183,000 | 13 |
Investment management and investment advisory agency accounts, managed assets | $852,661,000 | 77 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $610,076,000 | 131 |
Personal trust and agency accounts, non-managed assets | $285,151,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $44,146,000 | 173 |
Employee benefit-defined benefit accounts, non-managed Assets | $7,139,000 | 145 |
Other retirement accounts, non-managed assets | $15,140,000 | 157 |
Corporate trust and agency accounts, non-managed assets | $258,500,000 | 60 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 127 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,218,625,000 | 103 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,447,063,000 | 150 |
Managed Assets ($) | $846,605,000 | 151 |
Personal trust and agency accounts, managed assets | $155,329,000 | 230 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $33,371,000 | 184 |
Employee benefit-defined benefit accounts, managed assets | $301,135,000 | 48 |
Other employee benefit and retirement-related accounts, managed assets | $14,028,000 | 316 |
Corporate trust and agency accounts, managed assets | $244,891,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $97,851,000 | 257 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $600,458,000 | 131 |
Personal trust and agency accounts, non-managed assets | $281,942,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $33,764,000 | 211 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,763,000 | 157 |
Other retirement accounts, non-managed assets | $15,608,000 | 193 |
Corporate trust and agency accounts, non-managed assets | $262,381,000 | 59 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 271 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,139,815,000 | 102 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,445,086,000 | 149 |
Managed Assets ($) | $843,156,000 | 148 |
Personal trust and agency accounts, managed assets | $156,628,000 | 219 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $33,424,000 | 167 |
Employee benefit-defined benefit accounts, managed assets | $298,046,000 | 47 |
Other employee benefit and retirement-related accounts, managed assets | $14,245,000 | 247 |
Corporate trust and agency accounts, managed assets | $245,575,000 | 17 |
Investment management and investment advisory agency accounts, managed assets | $95,238,000 | 243 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $601,930,000 | 133 |
Personal trust and agency accounts, non-managed assets | $283,227,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $30,665,000 | 190 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,761,000 | 141 |
Other retirement accounts, non-managed assets | $13,281,000 | 159 |
Corporate trust and agency accounts, non-managed assets | $268,996,000 | 59 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $87,917,000 | 245 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,403,287,000 | 147 |
Managed Assets ($) | $794,934,000 | 151 |
Personal trust and agency accounts, managed assets | $163,128,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $36,265,000 | 159 |
Employee benefit-defined benefit accounts, managed assets | $278,560,000 | 48 |
Other employee benefit and retirement-related accounts, managed assets | $14,290,000 | 251 |
Corporate trust and agency accounts, managed assets | $205,225,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $97,466,000 | 248 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $608,353,000 | 128 |
Personal trust and agency accounts, non-managed assets | $280,958,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $29,511,000 | 191 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,227,000 | 136 |
Other retirement accounts, non-managed assets | $13,218,000 | 157 |
Corporate trust and agency accounts, non-managed assets | $278,439,000 | 61 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 135 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $959,442,000 | 102 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,376,117,000 | 154 |
Managed Assets ($) | $804,896,000 | 150 |
Personal trust and agency accounts, managed assets | $164,105,000 | 211 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $36,499,000 | 161 |
Employee benefit-defined benefit accounts, managed assets | $280,627,000 | 52 |
Other employee benefit and retirement-related accounts, managed assets | $14,898,000 | 249 |
Corporate trust and agency accounts, managed assets | $219,684,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $89,083,000 | 249 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $571,221,000 | 135 |
Personal trust and agency accounts, non-managed assets | $278,202,000 | 63 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $29,908,000 | 192 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,109,000 | 137 |
Other retirement accounts, non-managed assets | $15,913,000 | 145 |
Corporate trust and agency accounts, non-managed assets | $241,089,000 | 63 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $949,802,000 | 107 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,209,844,000 | 165 |
Managed Assets ($) | $715,011,000 | 159 |
Personal trust and agency accounts, managed assets | $164,862,000 | 212 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $46,949,000 | 153 |
Employee benefit-defined benefit accounts, managed assets | $182,874,000 | 62 |
Other employee benefit and retirement-related accounts, managed assets | $15,314,000 | 281 |
Corporate trust and agency accounts, managed assets | $201,389,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $103,623,000 | 251 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $494,833,000 | 140 |
Personal trust and agency accounts, non-managed assets | $202,863,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $20,332,000 | 255 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,957,000 | 164 |
Other retirement accounts, non-managed assets | $19,064,000 | 166 |
Corporate trust and agency accounts, non-managed assets | $245,617,000 | 63 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 281 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $901,724,000 | 115 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,201,187,000 | 162 |
Managed Assets ($) | $643,000,000 | 167 |
Personal trust and agency accounts, managed assets | $157,279,000 | 212 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $45,242,000 | 145 |
Employee benefit-defined benefit accounts, managed assets | $105,588,000 | 72 |
Other employee benefit and retirement-related accounts, managed assets | $14,789,000 | 240 |
Corporate trust and agency accounts, managed assets | $219,422,000 | 15 |
Investment management and investment advisory agency accounts, managed assets | $100,680,000 | 232 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $558,187,000 | 138 |
Personal trust and agency accounts, non-managed assets | $202,734,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $16,096,000 | 224 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,604,000 | 143 |
Other retirement accounts, non-managed assets | $18,396,000 | 137 |
Corporate trust and agency accounts, non-managed assets | $314,357,000 | 62 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $882,782,000 | 118 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $1,153,398,000 | 166 |
Managed Assets ($) | $654,669,000 | 164 |
Personal trust and agency accounts, managed assets | $158,670,000 | 215 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $45,893,000 | 139 |
Employee benefit-defined benefit accounts, managed assets | $108,059,000 | 73 |
Other employee benefit and retirement-related accounts, managed assets | $14,978,000 | 239 |
Corporate trust and agency accounts, managed assets | $226,957,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $100,112,000 | 230 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $498,729,000 | 141 |
Personal trust and agency accounts, non-managed assets | $196,967,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $14,602,000 | 232 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,657,000 | 148 |
Other retirement accounts, non-managed assets | $19,320,000 | 138 |
Corporate trust and agency accounts, non-managed assets | $262,183,000 | 69 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $629,464,000 | 127 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $682,328,000 | 222 |
Managed Assets ($) | $381,395,000 | 222 |
Personal trust and agency accounts, managed assets | $117,367,000 | 257 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $49,106,000 | 138 |
Employee benefit-defined benefit accounts, managed assets | $109,998,000 | 73 |
Other employee benefit and retirement-related accounts, managed assets | $15,404,000 | 240 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $89,520,000 | 244 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $300,933,000 | 166 |
Personal trust and agency accounts, non-managed assets | $201,732,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $15,232,000 | 232 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,217,000 | 149 |
Other retirement accounts, non-managed assets | $17,312,000 | 139 |
Corporate trust and agency accounts, non-managed assets | $60,440,000 | 82 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 133 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $497,225,000 | 138 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $615,832,000 | 239 |
Managed Assets ($) | $377,263,000 | 230 |
Personal trust and agency accounts, managed assets | $119,338,000 | 265 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $48,018,000 | 149 |
Employee benefit-defined benefit accounts, managed assets | $110,048,000 | 75 |
Other employee benefit and retirement-related accounts, managed assets | $14,474,000 | 279 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $85,385,000 | 261 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $238,569,000 | 187 |
Personal trust and agency accounts, non-managed assets | $196,566,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $15,928,000 | 283 |
Employee benefit-defined benefit accounts, non-managed Assets | $6,522,000 | 177 |
Other retirement accounts, non-managed assets | $19,553,000 | 169 |
Corporate trust and agency accounts, non-managed assets | $0 | 431 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 284 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $469,789,000 | 149 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $577,760,000 | 243 |
Managed Assets ($) | $357,776,000 | 236 |
Personal trust and agency accounts, managed assets | $104,001,000 | 263 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $46,345,000 | 147 |
Employee benefit-defined benefit accounts, managed assets | $107,107,000 | 76 |
Other employee benefit and retirement-related accounts, managed assets | $15,576,000 | 237 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $84,747,000 | 238 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 143 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $219,984,000 | 189 |
Personal trust and agency accounts, non-managed assets | $194,319,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $13,223,000 | 247 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,291,000 | 163 |
Other retirement accounts, non-managed assets | $7,151,000 | 212 |
Corporate trust and agency accounts, non-managed assets | $0 | 201 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 151 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $368,775,000 | 160 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $542,823,000 | 253 |
Managed Assets ($) | $318,393,000 | 248 |
Personal trust and agency accounts, managed assets | $104,874,000 | 269 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $14,010,000 | 241 |
Employee benefit-defined benefit accounts, managed assets | $98,812,000 | 79 |
Other employee benefit and retirement-related accounts, managed assets | $14,018,000 | 241 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $86,679,000 | 235 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $224,430,000 | 186 |
Personal trust and agency accounts, non-managed assets | $196,586,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $14,334,000 | 244 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,160,000 | 164 |
Other retirement accounts, non-managed assets | $8,350,000 | 209 |
Corporate trust and agency accounts, non-managed assets | $0 | 205 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 159 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $365,861,000 | 164 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $533,842,000 | 254 |
Managed Assets ($) | $308,414,000 | 253 |
Personal trust and agency accounts, managed assets | $98,756,000 | 282 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $13,773,000 | 247 |
Employee benefit-defined benefit accounts, managed assets | $97,531,000 | 77 |
Other employee benefit and retirement-related accounts, managed assets | $14,767,000 | 233 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $83,587,000 | 235 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $225,428,000 | 193 |
Personal trust and agency accounts, non-managed assets | $193,974,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $16,052,000 | 237 |
Employee benefit-defined benefit accounts, non-managed Assets | $4,527,000 | 167 |
Other retirement accounts, non-managed assets | $10,875,000 | 184 |
Corporate trust and agency accounts, non-managed assets | $0 | 208 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $359,224,000 | 168 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $537,435,000 | 255 |
Managed Assets ($) | $309,079,000 | 255 |
Personal trust and agency accounts, managed assets | $90,288,000 | 325 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $16,065,000 | 280 |
Employee benefit-defined benefit accounts, managed assets | $98,539,000 | 77 |
Other employee benefit and retirement-related accounts, managed assets | $17,548,000 | 245 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $86,639,000 | 250 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $228,356,000 | 196 |
Personal trust and agency accounts, non-managed assets | $192,471,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $21,735,000 | 248 |
Employee benefit-defined benefit accounts, non-managed Assets | $5,526,000 | 187 |
Other retirement accounts, non-managed assets | $8,624,000 | 281 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 299 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $346,464,000 | 173 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | 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 |
Total fiduciary and related assets | $607,558,000 | 224 |
Managed Assets ($) | $389,209,000 | 222 |
Personal trust and agency accounts, managed assets | $94,166,000 | 315 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $20,200,000 | 247 |
Employee benefit-defined benefit accounts, managed assets | $115,132,000 | 79 |
Other employee benefit and retirement-related accounts, managed assets | $24,408,000 | 191 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $135,303,000 | 177 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $218,349,000 | 187 |
Personal trust and agency accounts, non-managed assets | $180,638,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $22,868,000 | 215 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,931,000 | 201 |
Other retirement accounts, non-managed assets | $11,912,000 | 219 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 295 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $360,349,000 | 153 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |