Home > People's United Bank > Gross Fiduciary and Related Services Income

People's United Bank, Gross Fiduciary and Related Services Income

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,834,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,284,00060
YTD Gross Income employee benefit defined benefit$2,885,00026
YTD Gross Income from other retirement accounts$4,370,00055
YTD Gross Income corporate trust and agency$197,00047
Investment management and investment advisory agency accounts income$6,880,00080
Foundation and endowment and agency accounts income$1,222,00067
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$14,671,00027
YTD Gross income other trust accounts$1,080,00045
Gross Fiduciary activities income$42,423,00059
YTD fiduciary expense (Dec. only)$39,799,00048
YTD fiduciary net loss (Dec. only)$11,000115
YTD fiduciary intracompany income (Dec. only)$2,207,00032
YTD net fiduciary income (Dec. only)$4,820,000127
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,538,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,730,00059
YTD Gross Income employee benefit defined benefit$2,146,00027
YTD Gross Income from other retirement accounts$3,267,00056
YTD Gross Income corporate trust and agency$143,00043
Investment management and investment advisory agency accounts income$5,100,00081
Foundation and endowment and agency accounts income$922,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,830,00025
YTD Gross income other trust accounts$1,008,00042
Gross Fiduciary activities income$31,684,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,321,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,156,00055
YTD Gross Income employee benefit defined benefit$1,477,00027
YTD Gross Income from other retirement accounts$2,138,00056
YTD Gross Income corporate trust and agency$99,00047
Investment management and investment advisory agency accounts income$3,350,00081
Foundation and endowment and agency accounts income$608,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,119,00026
YTD Gross income other trust accounts$948,00040
Gross Fiduciary activities income$21,216,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,171,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$611,00054
YTD Gross Income employee benefit defined benefit$765,00026
YTD Gross Income from other retirement accounts$1,070,00055
YTD Gross Income corporate trust and agency$47,00046
Investment management and investment advisory agency accounts income$1,679,00082
Foundation and endowment and agency accounts income$308,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,590,00026
YTD Gross income other trust accounts$94,00070
Gross Fiduciary activities income$10,335,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,323,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,206,00055
YTD Gross Income employee benefit defined benefit$2,312,00028
YTD Gross Income from other retirement accounts$4,078,00053
YTD Gross Income corporate trust and agency$278,00047
Investment management and investment advisory agency accounts income$6,470,00081
Foundation and endowment and agency accounts income$1,229,00063
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$13,721,00025
YTD Gross income other trust accounts$1,162,00049
Gross Fiduciary activities income$39,779,00057
YTD fiduciary expense (Dec. only)$37,582,00052
YTD fiduciary net loss (Dec. only)$157,00043
YTD fiduciary intracompany income (Dec. only)$1,797,00035
YTD net fiduciary income (Dec. only)$3,837,000126
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,153,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,660,00054
YTD Gross Income employee benefit defined benefit$1,726,00029
YTD Gross Income from other retirement accounts$2,986,00052
YTD Gross Income corporate trust and agency$194,00045
Investment management and investment advisory agency accounts income$4,802,00080
Foundation and endowment and agency accounts income$925,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,205,00024
YTD Gross income other trust accounts$1,056,00045
Gross Fiduciary activities income$29,707,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,062,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,095,00054
YTD Gross Income employee benefit defined benefit$1,075,00028
YTD Gross Income from other retirement accounts$1,936,00052
YTD Gross Income corporate trust and agency$150,00043
Investment management and investment advisory agency accounts income$3,168,00080
Foundation and endowment and agency accounts income$608,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,667,00025
YTD Gross income other trust accounts$983,00037
Gross Fiduciary activities income$19,744,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,101,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$580,00053
YTD Gross Income employee benefit defined benefit$553,00028
YTD Gross Income from other retirement accounts$994,00052
YTD Gross Income corporate trust and agency$60,00045
Investment management and investment advisory agency accounts income$1,652,00079
Foundation and endowment and agency accounts income$318,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,422,00026
YTD Gross income other trust accounts$79,00076
Gross Fiduciary activities income$9,759,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,034,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,457,00052
YTD Gross Income employee benefit defined benefit$1,788,00034
YTD Gross Income from other retirement accounts$4,120,00044
YTD Gross Income corporate trust and agency$1,153,00034
Investment management and investment advisory agency accounts income$6,927,00072
Foundation and endowment and agency accounts income$1,029,00067
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$13,750,00025
YTD Gross income other trust accounts$1,337,00045
Gross Fiduciary activities income$41,595,00056
YTD fiduciary expense (Dec. only)$37,548,00051
YTD fiduciary net loss (Dec. only)$68,00061
YTD fiduciary intracompany income (Dec. only)$1,624,00036
YTD net fiduciary income (Dec. only)$5,603,00094
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,876,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,911,00052
YTD Gross Income employee benefit defined benefit$1,226,00034
YTD Gross Income from other retirement accounts$3,157,00043
YTD Gross Income corporate trust and agency$708,00039
Investment management and investment advisory agency accounts income$5,317,00073
Foundation and endowment and agency accounts income$738,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,340,00025
YTD Gross income other trust accounts$1,247,00040
Gross Fiduciary activities income$31,520,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,418,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,292,00053
YTD Gross Income employee benefit defined benefit$678,00035
YTD Gross Income from other retirement accounts$2,081,00043
YTD Gross Income corporate trust and agency$478,00039
Investment management and investment advisory agency accounts income$3,514,00072
Foundation and endowment and agency accounts income$463,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,752,00025
YTD Gross income other trust accounts$1,211,00034
Gross Fiduciary activities income$20,888,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,227,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$632,00052
YTD Gross Income employee benefit defined benefit$154,00053
YTD Gross Income from other retirement accounts$1,053,00044
YTD Gross Income corporate trust and agency$249,00037
Investment management and investment advisory agency accounts income$1,789,00070
Foundation and endowment and agency accounts income$227,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,471,00024
YTD Gross income other trust accounts$206,00052
Gross Fiduciary activities income$10,009,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,153,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,665,00051
YTD Gross Income employee benefit defined benefit$1,959,00033
YTD Gross Income from other retirement accounts$4,011,00043
YTD Gross Income corporate trust and agency$1,096,00032
Investment management and investment advisory agency accounts income$9,772,00058
Foundation and endowment and agency accounts income$1,716,00048
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$9,837,00029
YTD Gross income other trust accounts$1,462,00037
Gross Fiduciary activities income$41,671,00055
YTD fiduciary expense (Dec. only)$37,798,00051
YTD fiduciary net loss (Dec. only)$479,00029
YTD fiduciary intracompany income (Dec. only)$1,536,00039
YTD net fiduciary income (Dec. only)$4,930,000108
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,957,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,038,00049
YTD Gross Income employee benefit defined benefit$1,489,00031
YTD Gross Income from other retirement accounts$3,023,00043
YTD Gross Income corporate trust and agency$787,00034
Investment management and investment advisory agency accounts income$8,056,00053
Foundation and endowment and agency accounts income$1,533,00046
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,406,00032
YTD Gross income other trust accounts$1,294,00036
Gross Fiduciary activities income$31,583,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,655,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,364,00048
YTD Gross Income employee benefit defined benefit$944,00032
YTD Gross Income from other retirement accounts$2,006,00044
YTD Gross Income corporate trust and agency$593,00032
Investment management and investment advisory agency accounts income$6,099,00048
Foundation and endowment and agency accounts income$1,252,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,297,00035
YTD Gross income other trust accounts$1,122,00033
Gross Fiduciary activities income$21,332,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,376,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$696,00049
YTD Gross Income employee benefit defined benefit$282,00040
YTD Gross Income from other retirement accounts$1,003,00044
YTD Gross Income corporate trust and agency$306,00034
Investment management and investment advisory agency accounts income$4,077,00037
Foundation and endowment and agency accounts income$808,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$644,00052
YTD Gross income other trust accounts$150,00059
Gross Fiduciary activities income$10,342,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,590,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,594,00051
YTD Gross Income employee benefit defined benefit$1,965,00031
YTD Gross Income from other retirement accounts$3,789,00044
YTD Gross Income corporate trust and agency$1,020,00033
Investment management and investment advisory agency accounts income$14,591,00038
Foundation and endowment and agency accounts income$3,184,00029
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$2,288,00052
YTD Gross income other trust accounts$1,221,00043
Gross Fiduciary activities income$40,242,00055
YTD fiduciary expense (Dec. only)$35,845,00048
YTD fiduciary net loss (Dec. only)$100,00055
YTD fiduciary intracompany income (Dec. only)$1,308,00038
YTD net fiduciary income (Dec. only)$5,605,00092
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,049,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,915,00052
YTD Gross Income employee benefit defined benefit$1,712,00030
YTD Gross Income from other retirement accounts$2,781,00044
YTD Gross Income corporate trust and agency$729,00035
Investment management and investment advisory agency accounts income$10,684,00038
Foundation and endowment and agency accounts income$2,334,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,635,00054
YTD Gross income other trust accounts$1,206,00034
Gross Fiduciary activities income$30,045,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,675,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,291,00049
YTD Gross Income employee benefit defined benefit$1,126,00030
YTD Gross Income from other retirement accounts$1,823,00044
YTD Gross Income corporate trust and agency$480,00037
Investment management and investment advisory agency accounts income$7,083,00038
Foundation and endowment and agency accounts income$1,538,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,086,00052
YTD Gross income other trust accounts$891,00034
Gross Fiduciary activities income$19,993,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,321,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$627,00051
YTD Gross Income employee benefit defined benefit$540,00030
YTD Gross Income from other retirement accounts$902,00046
YTD Gross Income corporate trust and agency$264,00035
Investment management and investment advisory agency accounts income$3,488,00039
Foundation and endowment and agency accounts income$762,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$542,00054
YTD Gross income other trust accounts$113,00065
Gross Fiduciary activities income$9,559,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,216,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,311,00051
YTD Gross Income employee benefit defined benefit$2,090,00030
YTD Gross Income from other retirement accounts$3,416,00045
YTD Gross Income corporate trust and agency$1,815,00029
Investment management and investment advisory agency accounts income$12,827,00039
Foundation and endowment and agency accounts income$2,800,00030
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$1,631,00061
YTD Gross income other trust accounts$1,002,00044
Gross Fiduciary activities income$37,108,00056
YTD fiduciary expense (Dec. only)$32,979,00051
YTD fiduciary net loss (Dec. only)$107,00052
YTD fiduciary intracompany income (Dec. only)$1,242,00038
YTD net fiduciary income (Dec. only)$5,264,00084
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,873,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,701,00051
YTD Gross Income employee benefit defined benefit$1,597,00031
YTD Gross Income from other retirement accounts$2,543,00044
YTD Gross Income corporate trust and agency$1,641,00029
Investment management and investment advisory agency accounts income$9,341,00039
Foundation and endowment and agency accounts income$2,061,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,095,00062
YTD Gross income other trust accounts$930,00039
Gross Fiduciary activities income$27,782,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,547,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,112,00052
YTD Gross Income employee benefit defined benefit$1,054,00029
YTD Gross Income from other retirement accounts$1,663,00045
YTD Gross Income corporate trust and agency$1,069,00030
Investment management and investment advisory agency accounts income$6,144,00041
Foundation and endowment and agency accounts income$1,356,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$707,00061
YTD Gross income other trust accounts$811,00037
Gross Fiduciary activities income$18,463,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,257,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$543,00052
YTD Gross Income employee benefit defined benefit$550,00029
YTD Gross Income from other retirement accounts$818,00046
YTD Gross Income corporate trust and agency$509,00029
Investment management and investment advisory agency accounts income$2,984,00041
Foundation and endowment and agency accounts income$702,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$351,00060
YTD Gross income other trust accounts$25,000112
Gross Fiduciary activities income$8,740,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,338,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,223,00051
YTD Gross Income employee benefit defined benefit$2,091,00030
YTD Gross Income from other retirement accounts$3,392,00045
YTD Gross Income corporate trust and agency$1,325,00031
Investment management and investment advisory agency accounts income$13,141,00039
Foundation and endowment and agency accounts income$2,270,00033
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$1,180,00061
YTD Gross income other trust accounts$828,00051
Gross Fiduciary activities income$35,788,00058
YTD fiduciary expense (Dec. only)$31,451,00053
YTD fiduciary net loss (Dec. only)$13,000107
YTD fiduciary intracompany income (Dec. only)$1,243,00036
YTD net fiduciary income (Dec. only)$5,568,00077
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,004,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,648,00052
YTD Gross Income employee benefit defined benefit$1,566,00032
YTD Gross Income from other retirement accounts$2,533,00045
YTD Gross Income corporate trust and agency$925,00034
Investment management and investment advisory agency accounts income$9,865,00039
Foundation and endowment and agency accounts income$1,700,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$905,00064
YTD Gross income other trust accounts$812,00043
Gross Fiduciary activities income$26,958,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,747,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,059,00057
YTD Gross Income employee benefit defined benefit$1,052,00033
YTD Gross Income from other retirement accounts$1,689,00046
YTD Gross Income corporate trust and agency$735,00030
Investment management and investment advisory agency accounts income$6,594,00040
Foundation and endowment and agency accounts income$1,148,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$462,00074
YTD Gross income other trust accounts$793,00034
Gross Fiduciary activities income$18,279,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,380,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$504,00055
YTD Gross Income employee benefit defined benefit$526,00032
YTD Gross Income from other retirement accounts$836,00047
YTD Gross Income corporate trust and agency$403,00027
Investment management and investment advisory agency accounts income$3,278,00040
Foundation and endowment and agency accounts income$575,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,00098
YTD Gross income other trust accounts$99,00070
Gross Fiduciary activities income$8,718,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,467,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,907,00060
YTD Gross Income employee benefit defined benefit$2,097,00033
YTD Gross Income from other retirement accounts$3,160,00045
YTD Gross Income corporate trust and agency$1,940,00027
Investment management and investment advisory agency accounts income$12,102,00039
Foundation and endowment and agency accounts income$2,254,00032
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$544,00088
YTD Gross income other trust accounts$907,00048
Gross Fiduciary activities income$34,378,00059
YTD fiduciary expense (Dec. only)$32,733,00049
YTD fiduciary net loss (Dec. only)$101,00047
YTD fiduciary intracompany income (Dec. only)$1,134,00036
YTD net fiduciary income (Dec. only)$2,678,000129
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,072,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,359,00061
YTD Gross Income employee benefit defined benefit$1,589,00033
YTD Gross Income from other retirement accounts$2,323,00044
YTD Gross Income corporate trust and agency$1,476,00027
Investment management and investment advisory agency accounts income$8,946,00042
Foundation and endowment and agency accounts income$1,691,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$413,00089
YTD Gross income other trust accounts$857,00045
Gross Fiduciary activities income$25,726,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,618,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$939,00060
YTD Gross Income employee benefit defined benefit$1,013,00035
YTD Gross Income from other retirement accounts$1,493,00046
YTD Gross Income corporate trust and agency$892,00026
Investment management and investment advisory agency accounts income$5,803,00042
Foundation and endowment and agency accounts income$1,106,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$299,00086
YTD Gross income other trust accounts$831,00038
Gross Fiduciary activities income$16,994,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,317,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$432,00064
YTD Gross Income employee benefit defined benefit$527,00035
YTD Gross Income from other retirement accounts$715,00049
YTD Gross Income corporate trust and agency$346,00027
Investment management and investment advisory agency accounts income$2,805,00042
Foundation and endowment and agency accounts income$532,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$196,00074
YTD Gross income other trust accounts$50,00089
Gross Fiduciary activities income$7,920,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,140,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,741,00063
YTD Gross Income employee benefit defined benefit$1,989,00035
YTD Gross Income from other retirement accounts$2,586,00046
YTD Gross Income corporate trust and agency$1,791,00026
Investment management and investment advisory agency accounts income$10,585,00040
Foundation and endowment and agency accounts income$1,654,00040
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$727,00081
YTD Gross income other trust accounts$824,00048
Gross Fiduciary activities income$31,037,00058
YTD fiduciary expense (Dec. only)$29,500,00053
YTD fiduciary net loss (Dec. only)$152,00038
YTD fiduciary intracompany income (Dec. only)$1,040,00037
YTD net fiduciary income (Dec. only)$2,425,000125
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,768,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,346,00061
YTD Gross Income employee benefit defined benefit$1,450,00035
YTD Gross Income from other retirement accounts$1,902,00047
YTD Gross Income corporate trust and agency$1,327,00026
Investment management and investment advisory agency accounts income$7,836,00038
Foundation and endowment and agency accounts income$1,106,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$578,00076
YTD Gross income other trust accounts$774,00042
Gross Fiduciary activities income$23,087,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,498,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$895,00063
YTD Gross Income employee benefit defined benefit$969,00035
YTD Gross Income from other retirement accounts$1,231,00046
YTD Gross Income corporate trust and agency$893,00028
Investment management and investment advisory agency accounts income$5,100,00038
Foundation and endowment and agency accounts income$728,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$401,00072
YTD Gross income other trust accounts$772,00035
Gross Fiduciary activities income$15,487,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,251,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$454,00059
YTD Gross Income employee benefit defined benefit$459,00037
YTD Gross Income from other retirement accounts$602,00047
YTD Gross Income corporate trust and agency$455,00026
Investment management and investment advisory agency accounts income$2,523,00039
Foundation and endowment and agency accounts income$326,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$203,00072
YTD Gross income other trust accounts$30,000102
Gross Fiduciary activities income$7,303,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,121,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,363,00072
YTD Gross Income employee benefit defined benefit$1,797,00037
YTD Gross Income from other retirement accounts$2,328,00043
YTD Gross Income corporate trust and agency$2,304,00024
Investment management and investment advisory agency accounts income$9,659,00038
Foundation and endowment and agency accounts income$1,190,00043
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$739,00075
YTD Gross income other trust accounts$848,00043
Gross Fiduciary activities income$29,349,00059
YTD fiduciary expense (Dec. only)$31,582,00047
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$972,00041
YTD net fiduciary income (Dec. only)$-1,261,0007,072
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,754,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,038,00068
YTD Gross Income employee benefit defined benefit$1,340,00036
YTD Gross Income from other retirement accounts$1,737,00042
YTD Gross Income corporate trust and agency$1,595,00026
Investment management and investment advisory agency accounts income$7,087,00037
Foundation and endowment and agency accounts income$904,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$557,00071
YTD Gross income other trust accounts$848,00037
Gross Fiduciary activities income$21,860,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,489,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$674,00069
YTD Gross Income employee benefit defined benefit$856,00035
YTD Gross Income from other retirement accounts$1,156,00043
YTD Gross Income corporate trust and agency$1,021,00026
Investment management and investment advisory agency accounts income$4,667,00037
Foundation and endowment and agency accounts income$609,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$385,00069
YTD Gross income other trust accounts$801,00032
Gross Fiduciary activities income$14,658,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,264,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$365,00069
YTD Gross Income employee benefit defined benefit$424,00036
YTD Gross Income from other retirement accounts$581,00040
YTD Gross Income corporate trust and agency$496,00026
Investment management and investment advisory agency accounts income$2,345,00037
Foundation and endowment and agency accounts income$287,00043
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,00068
YTD Gross income other trust accounts$57,00078
Gross Fiduciary activities income$7,011,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,696,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,364,00072
YTD Gross Income employee benefit defined benefit$1,751,00036
YTD Gross Income from other retirement accounts$2,086,00042
YTD Gross Income corporate trust and agency$2,070,00024
Investment management and investment advisory agency accounts income$8,834,00037
Foundation and endowment and agency accounts income$1,126,00039
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$800,00069
YTD Gross income other trust accounts$825,00050
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$27,973,00047
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$983,00044
YTD net fiduciary income (Dec. only)$562,000259
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,422,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,023,00071
YTD Gross Income employee benefit defined benefit$1,347,00037
YTD Gross Income from other retirement accounts$1,545,00043
YTD Gross Income corporate trust and agency$1,560,00023
Investment management and investment advisory agency accounts income$6,608,00040
Foundation and endowment and agency accounts income$858,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$591,00071
YTD Gross income other trust accounts$792,00048
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$020
YTD fiduciary net loss (Dec. only)$07
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$20,746,0009
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,133,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$659,00073
YTD Gross Income employee benefit defined benefit$890,00036
YTD Gross Income from other retirement accounts$1,027,00044
YTD Gross Income corporate trust and agency$1,011,00025
Investment management and investment advisory agency accounts income$4,367,00041
Foundation and endowment and agency accounts income$578,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$388,00071
YTD Gross income other trust accounts$758,00040
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$020
YTD fiduciary net loss (Dec. only)$08
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$13,811,0008
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,070,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$328,00074
YTD Gross Income employee benefit defined benefit$438,00037
YTD Gross Income from other retirement accounts$517,00044
YTD Gross Income corporate trust and agency$547,00027
Investment management and investment advisory agency accounts income$2,240,00042
Foundation and endowment and agency accounts income$281,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$190,00072
YTD Gross income other trust accounts$29,000112
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$022
YTD fiduciary net loss (Dec. only)$010
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$6,640,0008
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,208,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,162,00078
YTD Gross Income employee benefit defined benefit$1,678,00039
YTD Gross Income from other retirement accounts$2,022,00042
YTD Gross Income corporate trust and agency$2,264,00026
Investment management and investment advisory agency accounts income$8,550,00041
Foundation and endowment and agency accounts income$901,00044
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$649,00081
YTD Gross income other trust accounts$829,00052
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$27,486,00051
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$876,00043
YTD net fiduciary income (Dec. only)$-347,0007,623
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,242,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$813,00079
YTD Gross Income employee benefit defined benefit$1,229,00037
YTD Gross Income from other retirement accounts$1,532,00042
YTD Gross Income corporate trust and agency$1,639,00026
Investment management and investment advisory agency accounts income$6,519,00039
Foundation and endowment and agency accounts income$604,00046
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$491,00080
YTD Gross income other trust accounts$802,00046
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$020
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$19,871,0008
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,101,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$595,00074
YTD Gross Income employee benefit defined benefit$1,034,00032
YTD Gross Income from other retirement accounts$1,101,00040
YTD Gross Income corporate trust and agency$1,063,00027
Investment management and investment advisory agency accounts income$4,369,00040
Foundation and endowment and agency accounts income$263,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$336,00080
YTD Gross income other trust accounts$764,00040
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$021
YTD fiduciary net loss (Dec. only)$08
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$13,626,0009
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,134,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,00080
YTD Gross Income employee benefit defined benefit$355,00042
YTD Gross Income from other retirement accounts$527,00040
YTD Gross Income corporate trust and agency$469,00027
Investment management and investment advisory agency accounts income$2,287,00039
Foundation and endowment and agency accounts income$96,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$165,00081
YTD Gross income other trust accounts$29,000117
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$023
YTD fiduciary net loss (Dec. only)$03
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$6,334,0008
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,867,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,038,00079
YTD Gross Income employee benefit defined benefit$1,563,00038
YTD Gross Income from other retirement accounts$1,843,00044
YTD Gross Income corporate trust and agency$3,542,00026
Investment management and investment advisory agency accounts income$8,860,00042
Foundation and endowment and agency accounts income$1,000300
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$845,00075
YTD Gross income other trust accounts$587,00065
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$25,615,00052
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$665,00050
YTD net fiduciary income (Dec. only)$2,196,000108
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,680,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$829,00076
YTD Gross Income employee benefit defined benefit$1,057,00040
YTD Gross Income from other retirement accounts$1,367,00044
YTD Gross Income corporate trust and agency$2,868,00025
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$671,00077
YTD Gross income other trust accounts$558,00058
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$026
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$20,675,0008
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,400,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$525,00078
YTD Gross Income employee benefit defined benefit$751,00040
YTD Gross Income from other retirement accounts$811,00048
YTD Gross Income corporate trust and agency$1,737,00026
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$567,00074
YTD Gross income other trust accounts$530,00053
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$026
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$04
YTD net fiduciary income (Dec. only)$13,586,0008
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,985,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,00074
YTD Gross Income employee benefit defined benefit$310,00043
YTD Gross Income from other retirement accounts$408,00047
YTD Gross Income corporate trust and agency$830,00026
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$226,00078
YTD Gross income other trust accounts$0211
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$028
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$6,192,0009
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$1,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$1,000186
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,127,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,127,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,127,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,553,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,171,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,633,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,141,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,600,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,089,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,541,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,006,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,497,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,517,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,071,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,673,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,330,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$680,00050
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,473,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,845,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,760,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,933,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,056,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,361,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,896,000291
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,460,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,034,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,922,000392
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,923,000392
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA