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Premier Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,089,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$301,000148
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$1,073,000155
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,548,000266
Foundation and endowment and agency accounts income$142,000234
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$47,000300
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,200,000286
YTD fiduciary expense (Dec. only)$2,752,000284
YTD fiduciary net loss (Dec. only)$7,000171
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,441,000246
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$739,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000135
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$794,000155
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,164,000251
Foundation and endowment and agency accounts income$98,000215
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$32,000268
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$3,042,000289
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
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$493,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000145
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$534,000154
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$782,000256
Foundation and endowment and agency accounts income$66,000236
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$22,000289
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,041,000283
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
2023-03-31Rank
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$230,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000139
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$258,000162
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$365,000212
Foundation and endowment and agency accounts income$32,000214
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$8,000278
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$967,000301
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
2022-12-31Rank
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$1,151,000297
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$293,000158
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$1,124,000157
YTD Gross Income corporate trust and agency$1,000139
Investment management and investment advisory agency accounts income$1,390,000234
Foundation and endowment and agency accounts income$136,000245
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$60,000275
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$4,155,000293
YTD fiduciary expense (Dec. only)$2,999,000282
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$120,000107
YTD net fiduciary income (Dec. only)$1,276,000283
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
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$805,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,000152
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$853,000159
YTD Gross Income corporate trust and agency$1,000110
Investment management and investment advisory agency accounts income$1,032,000225
Foundation and endowment and agency accounts income$105,000218
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$43,000255
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,062,000295
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
2022-06-30Rank
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$555,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000150
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$602,000146
YTD Gross Income corporate trust and agency$1,000110
Investment management and investment advisory agency accounts income$701,000211
Foundation and endowment and agency accounts income$75,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000257
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,110,000256
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
2022-03-31Rank
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$291,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000134
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$330,000139
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$372,000201
Foundation and endowment and agency accounts income$38,000195
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000241
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,131,000252
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
2021-12-31Rank
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$1,063,000272
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$439,000133
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$1,115,000157
YTD Gross Income corporate trust and agency$1,000135
Investment management and investment advisory agency accounts income$1,200,000230
Foundation and endowment and agency accounts income$150,000218
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$63,000255
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$4,031,000261
YTD fiduciary expense (Dec. only)$3,139,000234
YTD fiduciary net loss (Dec. only)$18,000104
YTD fiduciary intracompany income (Dec. only)$120,00092
YTD net fiduciary income (Dec. only)$994,000290
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$746,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$356,000127
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$853,000148
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$892,000215
Foundation and endowment and agency accounts income$110,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000225
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,006,000258
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$489,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000128
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$589,000145
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$599,000225
Foundation and endowment and agency accounts income$71,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000250
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,037,000256
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$255,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000125
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$289,000145
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$279,000218
Foundation and endowment and agency accounts income$35,000196
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000229
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,000,000260
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$1,088,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$488,000127
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,123,000138
YTD Gross Income corporate trust and agency$1,000140
Investment management and investment advisory agency accounts income$1,014,000240
Foundation and endowment and agency accounts income$114,000219
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$75,000241
YTD Gross income other trust accounts$15,000174
Gross Fiduciary activities income$3,918,000247
YTD fiduciary expense (Dec. only)$3,112,000233
YTD fiduciary net loss (Dec. only)$8,000130
YTD fiduciary intracompany income (Dec. only)$113,000101
YTD net fiduciary income (Dec. only)$911,000261
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$694,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$356,000122
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$829,000136
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$740,000221
Foundation and endowment and agency accounts income$81,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000220
YTD Gross income other trust accounts$5,000166
Gross Fiduciary activities income$2,760,000254
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$467,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$261,000122
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$562,000135
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$503,000234
Foundation and endowment and agency accounts income$56,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000235
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$1,888,000250
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$196,000265
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000124
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$250,000144
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$219,000233
Foundation and endowment and agency accounts income$24,000203
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000217
YTD Gross income other trust accounts$23,000105
Gross Fiduciary activities income$838,000268
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$416,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$173,000183
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$750,000170
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$699,000262
Foundation and endowment and agency accounts income$113,000208
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$84,000221
YTD Gross income other trust accounts$20,000168
Gross Fiduciary activities income$2,255,000323
YTD fiduciary expense (Dec. only)$1,544,000320
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$27,000117
YTD net fiduciary income (Dec. only)$738,000281
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$297,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000205
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$497,000179
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$493,000255
Foundation and endowment and agency accounts income$84,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000214
YTD Gross income other trust accounts$6,000170
Gross Fiduciary activities income$1,510,000350
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$198,000343
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000217
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$328,000181
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$333,000270
Foundation and endowment and agency accounts income$55,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000231
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$999,000349
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$103,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000218
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$173,000170
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$181,000259
Foundation and endowment and agency accounts income$27,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000232
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$523,000331
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$438,000374
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000226
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$657,000177
YTD Gross Income corporate trust and agency$1,000159
Investment management and investment advisory agency accounts income$718,000276
Foundation and endowment and agency accounts income$96,000229
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$58,000278
YTD Gross income other trust accounts$15,000188
Gross Fiduciary activities income$2,083,000338
YTD fiduciary expense (Dec. only)$1,444,000332
YTD fiduciary net loss (Dec. only)$2,000170
YTD fiduciary intracompany income (Dec. only)$45,000127
YTD net fiduciary income (Dec. only)$682,000309
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$323,000344
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000220
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$503,000172
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$552,000265
Foundation and endowment and agency accounts income$69,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000259
YTD Gross income other trust accounts$26,000151
Gross Fiduciary activities income$1,588,000337
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$233,000339
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000216
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$334,000173
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$371,000263
Foundation and endowment and agency accounts income$47,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000268
YTD Gross income other trust accounts$12,000161
Gross Fiduciary activities income$1,074,000337
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$113,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000206
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$171,000172
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$190,000257
Foundation and endowment and agency accounts income$23,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000276
YTD Gross income other trust accounts$9,000140
Gross Fiduciary activities income$551,000330
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$474,000397
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000244
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$718,000159
YTD Gross Income corporate trust and agency$1,000179
Investment management and investment advisory agency accounts income$870,000250
Foundation and endowment and agency accounts income$110,000220
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$36,000326
YTD Gross income other trust accounts$30,000185
Gross Fiduciary activities income$2,332,000315
YTD fiduciary expense (Dec. only)$1,335,000349
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$46,000135
YTD net fiduciary income (Dec. only)$1,043,000241
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$282,000345
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000222
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$414,000179
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$531,000265
Foundation and endowment and agency accounts income$64,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000301
YTD Gross income other trust accounts$24,000155
Gross Fiduciary activities income$1,400,000350
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$180,000351
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000221
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$268,000184
YTD Gross Income corporate trust and agency$1,000120
Investment management and investment advisory agency accounts income$348,000264
Foundation and endowment and agency accounts income$42,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000296
YTD Gross income other trust accounts$17,000147
Gross Fiduciary activities income$914,000356
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$94,000350
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000239
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$131,000182
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$172,000265
Foundation and endowment and agency accounts income$21,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000292
YTD Gross income other trust accounts$9,000132
Gross Fiduciary activities income$451,000359
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$342,000444
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000261
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$476,000190
YTD Gross Income corporate trust and agency$1,000176
Investment management and investment advisory agency accounts income$666,000277
Foundation and endowment and agency accounts income$76,000238
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$27,000360
YTD Gross income other trust accounts$41,000179
Gross Fiduciary activities income$1,701,000364
YTD fiduciary expense (Dec. only)$1,283,000356
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$46,000127
YTD net fiduciary income (Dec. only)$464,000329
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$247,000354
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000235
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$353,000187
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$495,000262
Foundation and endowment and agency accounts income$55,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000297
YTD Gross income other trust accounts$31,000153
Gross Fiduciary activities income$1,256,000368
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$167,000360
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000233
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$231,000191
YTD Gross Income corporate trust and agency$1,000124
Investment management and investment advisory agency accounts income$329,000262
Foundation and endowment and agency accounts income$37,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000294
YTD Gross income other trust accounts$20,000153
Gross Fiduciary activities income$837,000369
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$96,000353
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000231
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$115,000193
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$161,000262
Foundation and endowment and agency accounts income$18,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000289
YTD Gross income other trust accounts$10,000141
Gross Fiduciary activities income$427,000360
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$277,000479
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000263
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$434,000205
YTD Gross Income corporate trust and agency$1,000185
Investment management and investment advisory agency accounts income$530,000302
Foundation and endowment and agency accounts income$75,000244
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$29,000362
YTD Gross income other trust accounts$40,000172
Gross Fiduciary activities income$1,463,000393
YTD fiduciary expense (Dec. only)$1,210,000372
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$46,000127
YTD net fiduciary income (Dec. only)$299,000404
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$208,000367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000237
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$326,000194
YTD Gross Income corporate trust and agency$1,000137
Investment management and investment advisory agency accounts income$394,000282
Foundation and endowment and agency accounts income$57,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000302
YTD Gross income other trust accounts$30,000149
Gross Fiduciary activities income$1,095,000393
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$143,000367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000237
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$213,000201
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$256,000286
Foundation and endowment and agency accounts income$38,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000304
YTD Gross income other trust accounts$20,000151
Gross Fiduciary activities income$725,000400
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$72,000367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000238
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$104,000206
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$123,000289
Foundation and endowment and agency accounts income$19,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000300
YTD Gross income other trust accounts$10,000142
Gross Fiduciary activities income$357,000407
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$273,000485
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000282
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$353,000230
YTD Gross Income corporate trust and agency$1,000188
Investment management and investment advisory agency accounts income$413,000328
Foundation and endowment and agency accounts income$73,000240
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$28,000367
YTD Gross income other trust accounts$30,000191
Gross Fiduciary activities income$1,241,000428
YTD fiduciary expense (Dec. only)$1,141,000376
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$46,000131
YTD net fiduciary income (Dec. only)$146,000474
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0400
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0361
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$895,000432
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
2014-06-30Rank
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$0401
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0370
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0358
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$580,000437
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
2014-03-31Rank
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$0402
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0328
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0350
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$278,000453
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
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$224,000485
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000279
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$204,000298
YTD Gross Income corporate trust and agency$1,000183
Investment management and investment advisory agency accounts income$160,000418
Foundation and endowment and agency accounts income$40,000263
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$25,000367
YTD Gross income other trust accounts$40,000171
Gross Fiduciary activities income$761,000514
YTD fiduciary expense (Dec. only)$716,000452
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$46,000128
YTD net fiduciary income (Dec. only)$91,000485
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0384
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0345
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$545,000525
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
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$0384
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0346
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$349,000542
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
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$0386
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0345
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$163,000562
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
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$133,000502
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$145,000221
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$124,000335
YTD Gross Income corporate trust and agency$1,000190
Investment management and investment advisory agency accounts income$116,000431
Foundation and endowment and agency accounts income$32,000270
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$23,000369
YTD Gross income other trust accounts$43,000173
Gross Fiduciary activities income$617,000551
YTD fiduciary expense (Dec. only)$640,000458
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$34,000132
YTD net fiduciary income (Dec. only)$11,000479
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$106,000353
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000201
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$90,000293
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$84,000318
Foundation and endowment and agency accounts income$25,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000293
YTD Gross income other trust accounts$32,000140
Gross Fiduciary activities income$470,000555
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
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$80,000352
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000203
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$60,000292
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$54,000323
Foundation and endowment and agency accounts income$18,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000293
YTD Gross income other trust accounts$21,000141
Gross Fiduciary activities income$323,000561
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
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$35,000354
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000205
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$29,000287
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$26,000316
Foundation and endowment and agency accounts income$9,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000288
YTD Gross income other trust accounts$11,000129
Gross Fiduciary activities income$153,000569
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
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$132,000508
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000212
YTD Gross Income employee benefit defined benefit$11,000217
YTD Gross Income from other retirement accounts$110,000344
YTD Gross Income corporate trust and agency$2,000190
Investment management and investment advisory agency accounts income$106,000437
Foundation and endowment and agency accounts income$34,000251
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$24,000360
YTD Gross income other trust accounts$17,000226
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$516,000489
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$82,000459
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$107,000354
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$125,000195
YTD Gross Income employee benefit defined benefit$11,000192
YTD Gross Income from other retirement accounts$82,000291
YTD Gross Income corporate trust and agency$2,000136
Investment management and investment advisory agency accounts income$85,000319
Foundation and endowment and agency accounts income$26,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000284
YTD Gross income other trust accounts$9,000181
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)$465,00039
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$80,000354
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000194
YTD Gross Income employee benefit defined benefit$11,000177
YTD Gross Income from other retirement accounts$54,000295
YTD Gross Income corporate trust and agency$2,000132
Investment management and investment advisory agency accounts income$55,000324
Foundation and endowment and agency accounts income$17,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000286
YTD Gross income other trust accounts$5,000190
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)$322,00039
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$26,000364
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000205
YTD Gross Income employee benefit defined benefit$11,000147
YTD Gross Income from other retirement accounts$28,000297
YTD Gross Income corporate trust and agency$2,000113
Investment management and investment advisory agency accounts income$27,000326
Foundation and endowment and agency accounts income$8,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000286
YTD Gross income other trust accounts$3,000177
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)$147,00039
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$116,000504
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000231
YTD Gross Income employee benefit defined benefit$33,000172
YTD Gross Income from other retirement accounts$89,000367
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$85,000435
Foundation and endowment and agency accounts income$31,000259
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$21,000387
YTD Gross income other trust accounts$11,000260
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$459,000496
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$58,000460
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$86,000346
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000201
YTD Gross Income employee benefit defined benefit$24,000156
YTD Gross Income from other retirement accounts$66,000294
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$60,000314
Foundation and endowment and agency accounts income$24,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000302
YTD Gross income other trust accounts$9,000191
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)$382,00041
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$64,000346
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000205
YTD Gross Income employee benefit defined benefit$16,000156
YTD Gross Income from other retirement accounts$45,000294
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$39,000318
Foundation and endowment and agency accounts income$16,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000303
YTD Gross income other trust accounts$6,000188
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)$263,00042
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$34,000346
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000231
YTD Gross Income employee benefit defined benefit$8,000157
YTD Gross Income from other retirement accounts$23,000293
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$20,000321
Foundation and endowment and agency accounts income$8,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000294
YTD Gross income other trust accounts$3,000181
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)$122,00043
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$77,000512
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000242
YTD Gross Income employee benefit defined benefit$27,000183
YTD Gross Income from other retirement accounts$66,000390
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$86,000421
Foundation and endowment and agency accounts income$27,000231
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$18,000395
YTD Gross income other trust accounts$10,000274
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$451,000456
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-26,0007,928
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$0362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
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$0327
YTD Gross income other trust accounts$0218
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)$049
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$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
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$0335
YTD Gross income other trust accounts$0218
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)$050
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$0368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
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$0331
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)$049
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$0197
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$0197
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
2006-09-30Rank
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
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 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
2006-03-31Rank
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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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$0218
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
2001-12-31Rank
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 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