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North Fork Bank, Total Fiduciary and Related Assets

2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,787,758,000106
Managed Assets ($)$2,019,177,00087
Personal trust and agency accounts, managed assets$166,202,000223
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,712,000262
Employee benefit-defined benefit accounts, managed assets$312,679,00041
Other employee benefit and retirement-related accounts, managed assets$15,587,000268
Corporate trust and agency accounts, managed assets$420,576,0009
Investment management and investment advisory agency accounts, managed assets$1,099,421,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$768,581,000119
Personal trust and agency accounts, non-managed assets$301,223,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$219,111,00093
Employee benefit-defined benefit accounts, non-managed Assets$17,572,000118
Other retirement accounts, non-managed assets$15,188,000153
Corporate trust and agency accounts, non-managed assets$215,487,00057
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$1,247,082,00099
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,730,065,000104
Managed Assets ($)$1,970,136,00085
Personal trust and agency accounts, managed assets$164,500,000220
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,565,000268
Employee benefit-defined benefit accounts, managed assets$305,112,00043
Other employee benefit and retirement-related accounts, managed assets$15,677,000266
Corporate trust and agency accounts, managed assets$383,088,0009
Investment management and investment advisory agency accounts, managed assets$1,097,194,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$759,929,000117
Personal trust and agency accounts, non-managed assets$301,508,00055
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$206,502,00090
Employee benefit-defined benefit accounts, non-managed Assets$17,072,000117
Other retirement accounts, non-managed assets$14,933,000150
Corporate trust and agency accounts, non-managed assets$219,914,00057
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$1,236,181,000101
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,400,691,000109
Managed Assets ($)$1,620,856,00097
Personal trust and agency accounts, managed assets$158,569,000226
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,648,000422
Employee benefit-defined benefit accounts, managed assets$299,737,00043
Other employee benefit and retirement-related accounts, managed assets$15,884,000299
Corporate trust and agency accounts, managed assets$359,775,0009
Investment management and investment advisory agency accounts, managed assets$782,243,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$779,835,000113
Personal trust and agency accounts, non-managed assets$297,753,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$202,440,00090
Employee benefit-defined benefit accounts, non-managed Assets$18,958,000121
Other retirement accounts, non-managed assets$14,342,000214
Corporate trust and agency accounts, non-managed assets$246,342,00053
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$1,218,147,000103
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,451,908,000110
Managed Assets ($)$1,691,842,00097
Personal trust and agency accounts, managed assets$160,172,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,483,000255
Employee benefit-defined benefit accounts, managed assets$296,621,00047
Other employee benefit and retirement-related accounts, managed assets$15,495,000256
Corporate trust and agency accounts, managed assets$352,054,00013
Investment management and investment advisory agency accounts, managed assets$862,017,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$760,066,000116
Personal trust and agency accounts, non-managed assets$290,131,00057
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$189,397,00089
Employee benefit-defined benefit accounts, non-managed Assets$13,845,000126
Other retirement accounts, non-managed assets$14,212,000157
Corporate trust and agency accounts, non-managed assets$252,481,00056
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$1,231,201,000102
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,438,930,000114
Managed Assets ($)$1,690,482,00098
Personal trust and agency accounts, managed assets$160,727,000223
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,956,000257
Employee benefit-defined benefit accounts, managed assets$293,651,00047
Other employee benefit and retirement-related accounts, managed assets$13,509,000263
Corporate trust and agency accounts, managed assets$361,573,00013
Investment management and investment advisory agency accounts, managed assets$855,066,00078
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$748,448,000123
Personal trust and agency accounts, non-managed assets$283,428,00058
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$182,717,00092
Employee benefit-defined benefit accounts, non-managed Assets$13,849,000131
Other retirement accounts, non-managed assets$13,859,000163
Corporate trust and agency accounts, non-managed assets$254,595,00059
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$1,105,920,000108
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,327,947,000116
Managed Assets ($)$1,717,871,00096
Personal trust and agency accounts, managed assets$159,863,000224
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,264,000198
Employee benefit-defined benefit accounts, managed assets$307,185,00047
Other employee benefit and retirement-related accounts, managed assets$13,715,000265
Corporate trust and agency accounts, managed assets$362,183,00013
Investment management and investment advisory agency accounts, managed assets$852,661,00077
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$610,076,000131
Personal trust and agency accounts, non-managed assets$285,151,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$44,146,000173
Employee benefit-defined benefit accounts, non-managed Assets$7,139,000145
Other retirement accounts, non-managed assets$15,140,000157
Corporate trust and agency accounts, non-managed assets$258,500,00060
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$1,218,625,000103
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,447,063,000150
Managed Assets ($)$846,605,000151
Personal trust and agency accounts, managed assets$155,329,000230
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,371,000184
Employee benefit-defined benefit accounts, managed assets$301,135,00048
Other employee benefit and retirement-related accounts, managed assets$14,028,000316
Corporate trust and agency accounts, managed assets$244,891,00018
Investment management and investment advisory agency accounts, managed assets$97,851,000257
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$600,458,000131
Personal trust and agency accounts, non-managed assets$281,942,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,764,000211
Employee benefit-defined benefit accounts, non-managed Assets$6,763,000157
Other retirement accounts, non-managed assets$15,608,000193
Corporate trust and agency accounts, non-managed assets$262,381,00059
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$1,139,815,000102
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,445,086,000149
Managed Assets ($)$843,156,000148
Personal trust and agency accounts, managed assets$156,628,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,424,000167
Employee benefit-defined benefit accounts, managed assets$298,046,00047
Other employee benefit and retirement-related accounts, managed assets$14,245,000247
Corporate trust and agency accounts, managed assets$245,575,00017
Investment management and investment advisory agency accounts, managed assets$95,238,000243
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$601,930,000133
Personal trust and agency accounts, non-managed assets$283,227,00066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$30,665,000190
Employee benefit-defined benefit accounts, non-managed Assets$5,761,000141
Other retirement accounts, non-managed assets$13,281,000159
Corporate trust and agency accounts, non-managed assets$268,996,00059
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$87,917,000245
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,403,287,000147
Managed Assets ($)$794,934,000151
Personal trust and agency accounts, managed assets$163,128,000210
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,265,000159
Employee benefit-defined benefit accounts, managed assets$278,560,00048
Other employee benefit and retirement-related accounts, managed assets$14,290,000251
Corporate trust and agency accounts, managed assets$205,225,00014
Investment management and investment advisory agency accounts, managed assets$97,466,000248
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$608,353,000128
Personal trust and agency accounts, non-managed assets$280,958,00061
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,511,000191
Employee benefit-defined benefit accounts, non-managed Assets$6,227,000136
Other retirement accounts, non-managed assets$13,218,000157
Corporate trust and agency accounts, non-managed assets$278,439,00061
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$959,442,000102
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,376,117,000154
Managed Assets ($)$804,896,000150
Personal trust and agency accounts, managed assets$164,105,000211
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,499,000161
Employee benefit-defined benefit accounts, managed assets$280,627,00052
Other employee benefit and retirement-related accounts, managed assets$14,898,000249
Corporate trust and agency accounts, managed assets$219,684,00014
Investment management and investment advisory agency accounts, managed assets$89,083,000249
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$571,221,000135
Personal trust and agency accounts, non-managed assets$278,202,00063
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,908,000192
Employee benefit-defined benefit accounts, non-managed Assets$6,109,000137
Other retirement accounts, non-managed assets$15,913,000145
Corporate trust and agency accounts, non-managed assets$241,089,00063
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$949,802,000107
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,209,844,000165
Managed Assets ($)$715,011,000159
Personal trust and agency accounts, managed assets$164,862,000212
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$46,949,000153
Employee benefit-defined benefit accounts, managed assets$182,874,00062
Other employee benefit and retirement-related accounts, managed assets$15,314,000281
Corporate trust and agency accounts, managed assets$201,389,00014
Investment management and investment advisory agency accounts, managed assets$103,623,000251
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$494,833,000140
Personal trust and agency accounts, non-managed assets$202,863,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,332,000255
Employee benefit-defined benefit accounts, non-managed Assets$6,957,000164
Other retirement accounts, non-managed assets$19,064,000166
Corporate trust and agency accounts, non-managed assets$245,617,00063
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$901,724,000115
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,201,187,000162
Managed Assets ($)$643,000,000167
Personal trust and agency accounts, managed assets$157,279,000212
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,242,000145
Employee benefit-defined benefit accounts, managed assets$105,588,00072
Other employee benefit and retirement-related accounts, managed assets$14,789,000240
Corporate trust and agency accounts, managed assets$219,422,00015
Investment management and investment advisory agency accounts, managed assets$100,680,000232
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$558,187,000138
Personal trust and agency accounts, non-managed assets$202,734,00072
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,096,000224
Employee benefit-defined benefit accounts, non-managed Assets$6,604,000143
Other retirement accounts, non-managed assets$18,396,000137
Corporate trust and agency accounts, non-managed assets$314,357,00062
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$882,782,000118
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,153,398,000166
Managed Assets ($)$654,669,000164
Personal trust and agency accounts, managed assets$158,670,000215
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,893,000139
Employee benefit-defined benefit accounts, managed assets$108,059,00073
Other employee benefit and retirement-related accounts, managed assets$14,978,000239
Corporate trust and agency accounts, managed assets$226,957,00014
Investment management and investment advisory agency accounts, managed assets$100,112,000230
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$498,729,000141
Personal trust and agency accounts, non-managed assets$196,967,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,602,000232
Employee benefit-defined benefit accounts, non-managed Assets$5,657,000148
Other retirement accounts, non-managed assets$19,320,000138
Corporate trust and agency accounts, non-managed assets$262,183,00069
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$629,464,000127
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$682,328,000222
Managed Assets ($)$381,395,000222
Personal trust and agency accounts, managed assets$117,367,000257
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$49,106,000138
Employee benefit-defined benefit accounts, managed assets$109,998,00073
Other employee benefit and retirement-related accounts, managed assets$15,404,000240
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$89,520,000244
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$300,933,000166
Personal trust and agency accounts, non-managed assets$201,732,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,232,000232
Employee benefit-defined benefit accounts, non-managed Assets$6,217,000149
Other retirement accounts, non-managed assets$17,312,000139
Corporate trust and agency accounts, non-managed assets$60,440,00082
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$497,225,000138
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$615,832,000239
Managed Assets ($)$377,263,000230
Personal trust and agency accounts, managed assets$119,338,000265
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$48,018,000149
Employee benefit-defined benefit accounts, managed assets$110,048,00075
Other employee benefit and retirement-related accounts, managed assets$14,474,000279
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$85,385,000261
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$238,569,000187
Personal trust and agency accounts, non-managed assets$196,566,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,928,000283
Employee benefit-defined benefit accounts, non-managed Assets$6,522,000177
Other retirement accounts, non-managed assets$19,553,000169
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$469,789,000149
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$577,760,000243
Managed Assets ($)$357,776,000236
Personal trust and agency accounts, managed assets$104,001,000263
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$46,345,000147
Employee benefit-defined benefit accounts, managed assets$107,107,00076
Other employee benefit and retirement-related accounts, managed assets$15,576,000237
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$84,747,000238
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$219,984,000189
Personal trust and agency accounts, non-managed assets$194,319,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,223,000247
Employee benefit-defined benefit accounts, non-managed Assets$5,291,000163
Other retirement accounts, non-managed assets$7,151,000212
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$368,775,000160
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$542,823,000253
Managed Assets ($)$318,393,000248
Personal trust and agency accounts, managed assets$104,874,000269
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,010,000241
Employee benefit-defined benefit accounts, managed assets$98,812,00079
Other employee benefit and retirement-related accounts, managed assets$14,018,000241
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$86,679,000235
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$224,430,000186
Personal trust and agency accounts, non-managed assets$196,586,00072
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,334,000244
Employee benefit-defined benefit accounts, non-managed Assets$5,160,000164
Other retirement accounts, non-managed assets$8,350,000209
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$365,861,000164
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$533,842,000254
Managed Assets ($)$308,414,000253
Personal trust and agency accounts, managed assets$98,756,000282
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,773,000247
Employee benefit-defined benefit accounts, managed assets$97,531,00077
Other employee benefit and retirement-related accounts, managed assets$14,767,000233
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$83,587,000235
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$225,428,000193
Personal trust and agency accounts, non-managed assets$193,974,00072
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$16,052,000237
Employee benefit-defined benefit accounts, non-managed Assets$4,527,000167
Other retirement accounts, non-managed assets$10,875,000184
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$359,224,000168
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$537,435,000255
Managed Assets ($)$309,079,000255
Personal trust and agency accounts, managed assets$90,288,000325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,065,000280
Employee benefit-defined benefit accounts, managed assets$98,539,00077
Other employee benefit and retirement-related accounts, managed assets$17,548,000245
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$86,639,000250
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$228,356,000196
Personal trust and agency accounts, non-managed assets$192,471,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,735,000248
Employee benefit-defined benefit accounts, non-managed Assets$5,526,000187
Other retirement accounts, non-managed assets$8,624,000281
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$346,464,000173
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$607,558,000224
Managed Assets ($)$389,209,000222
Personal trust and agency accounts, managed assets$94,166,000315
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,200,000247
Employee benefit-defined benefit accounts, managed assets$115,132,00079
Other employee benefit and retirement-related accounts, managed assets$24,408,000191
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$135,303,000177
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$218,349,000187
Personal trust and agency accounts, non-managed assets$180,638,00073
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,868,000215
Employee benefit-defined benefit accounts, non-managed Assets$2,931,000201
Other retirement accounts, non-managed assets$11,912,000219
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$360,349,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA