Home > Regions Bank > Gross Fiduciary and Related Services Income
Regions Bank, Gross Fiduciary and Related Services Income
2024-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $145,000,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 36 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 25 |
YTD Gross Income from other retirement accounts | $28,000,000 | 14 |
YTD Gross Income corporate trust and agency | $12,000,000 | 17 |
Investment management and investment advisory agency accounts income | $20,000,000 | 35 |
Foundation and endowment and agency accounts income | $14,000,000 | 15 |
YTD Gross income other trust and agency accounts | $5,000,000 | 12 |
YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 37 |
YTD Gross income other trust accounts | $7,000,000 | 21 |
Gross Fiduciary activities income | $243,000,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2024-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $94,000,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 37 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 21 |
YTD Gross Income from other retirement accounts | $18,000,000 | 15 |
YTD Gross Income corporate trust and agency | $8,000,000 | 16 |
Investment management and investment advisory agency accounts income | $13,000,000 | 38 |
Foundation and endowment and agency accounts income | $10,000,000 | 15 |
YTD Gross income other trust and agency accounts | $3,000,000 | 13 |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 39 |
YTD Gross income other trust accounts | $6,000,000 | 19 |
Gross Fiduciary activities income | $160,000,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2024-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $46,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 37 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $9,000,000 | 14 |
YTD Gross Income corporate trust and agency | $4,000,000 | 15 |
Investment management and investment advisory agency accounts income | $7,000,000 | 78 |
Foundation and endowment and agency accounts income | $4,000,000 | 17 |
YTD Gross income other trust and agency accounts | $2,000,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 38 |
YTD Gross income other trust accounts | $3,000,000 | 19 |
Gross Fiduciary activities income | $79,000,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $179,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 46 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 25 |
YTD Gross Income from other retirement accounts | $34,000,000 | 16 |
YTD Gross Income corporate trust and agency | $15,000,000 | 16 |
Investment management and investment advisory agency accounts income | $29,000,000 | 70 |
Foundation and endowment and agency accounts income | $17,000,000 | 16 |
YTD Gross income other trust and agency accounts | $7,000,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $8,000,000 | 37 |
YTD Gross income other trust accounts | $9,000,000 | 20 |
Gross Fiduciary activities income | $304,000,000 | 21 |
YTD fiduciary expense (Dec. only) | $179,000,000 | 21 |
YTD fiduciary net loss (Dec. only) | $0 | 213 |
YTD fiduciary intracompany income (Dec. only) | $2,000,000 | 42 |
YTD net fiduciary income (Dec. only) | $127,000,000 | 19 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $134,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 48 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 28 |
YTD Gross Income from other retirement accounts | $25,000,000 | 17 |
YTD Gross Income corporate trust and agency | $11,000,000 | 17 |
Investment management and investment advisory agency accounts income | $22,000,000 | 75 |
Foundation and endowment and agency accounts income | $13,000,000 | 15 |
YTD Gross income other trust and agency accounts | $5,000,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $6,000,000 | 38 |
YTD Gross income other trust accounts | $5,000,000 | 24 |
Gross Fiduciary activities income | $225,000,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $87,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 37 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 29 |
YTD Gross Income from other retirement accounts | $17,000,000 | 16 |
YTD Gross Income corporate trust and agency | $7,000,000 | 17 |
Investment management and investment advisory agency accounts income | $15,000,000 | 74 |
Foundation and endowment and agency accounts income | $8,000,000 | 17 |
YTD Gross income other trust and agency accounts | $3,000,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 36 |
YTD Gross income other trust accounts | $5,000,000 | 19 |
Gross Fiduciary activities income | $149,000,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $43,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 24 |
YTD Gross Income from other retirement accounts | $8,000,000 | 17 |
YTD Gross Income corporate trust and agency | $3,000,000 | 19 |
Investment management and investment advisory agency accounts income | $7,000,000 | 33 |
Foundation and endowment and agency accounts income | $4,000,000 | 16 |
YTD Gross income other trust and agency accounts | $2,000,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 37 |
YTD Gross income other trust accounts | $3,000,000 | 18 |
Gross Fiduciary activities income | $74,000,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $170,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 40 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 24 |
YTD Gross Income from other retirement accounts | $31,000,000 | 18 |
YTD Gross Income corporate trust and agency | $16,000,000 | 17 |
Investment management and investment advisory agency accounts income | $19,000,000 | 47 |
Foundation and endowment and agency accounts income | $16,000,000 | 16 |
YTD Gross income other trust and agency accounts | $11,000,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 40 |
YTD Gross income other trust accounts | $10,000,000 | 21 |
Gross Fiduciary activities income | $288,000,000 | 22 |
YTD fiduciary expense (Dec. only) | $172,000,000 | 25 |
YTD fiduciary net loss (Dec. only) | $1,000,000 | 16 |
YTD fiduciary intracompany income (Dec. only) | $6,000,000 | 34 |
YTD net fiduciary income (Dec. only) | $121,000,000 | 20 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $127,000,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 39 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 24 |
YTD Gross Income from other retirement accounts | $23,000,000 | 18 |
YTD Gross Income corporate trust and agency | $12,000,000 | 17 |
Investment management and investment advisory agency accounts income | $13,000,000 | 51 |
Foundation and endowment and agency accounts income | $12,000,000 | 16 |
YTD Gross income other trust and agency accounts | $9,000,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $5,000,000 | 42 |
YTD Gross income other trust accounts | $7,000,000 | 21 |
Gross Fiduciary activities income | $214,000,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $85,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 35 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 20 |
YTD Gross Income from other retirement accounts | $16,000,000 | 17 |
YTD Gross Income corporate trust and agency | $8,000,000 | 13 |
Investment management and investment advisory agency accounts income | $6,000,000 | 57 |
Foundation and endowment and agency accounts income | $8,000,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 41 |
YTD Gross income other trust accounts | $6,000,000 | 13 |
Gross Fiduciary activities income | $143,000,000 | 17 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $43,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 36 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $8,000,000 | 17 |
YTD Gross Income corporate trust and agency | $4,000,000 | 11 |
Investment management and investment advisory agency accounts income | $1,000,000 | 120 |
Foundation and endowment and agency accounts income | $4,000,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 29 |
YTD Gross income other trust accounts | $3,000,000 | 13 |
Gross Fiduciary activities income | $73,000,000 | 16 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $171,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 37 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 21 |
YTD Gross Income from other retirement accounts | $32,000,000 | 17 |
YTD Gross Income corporate trust and agency | $14,000,000 | 13 |
Investment management and investment advisory agency accounts income | $5,000,000 | 105 |
Foundation and endowment and agency accounts income | $16,000,000 | 14 |
YTD Gross income other trust and agency accounts | $6,000,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $7,000,000 | 37 |
YTD Gross income other trust accounts | $10,000,000 | 17 |
Gross Fiduciary activities income | $269,000,000 | 21 |
YTD fiduciary expense (Dec. only) | $171,000,000 | 20 |
YTD fiduciary net loss (Dec. only) | $1,000,000 | 14 |
YTD fiduciary intracompany income (Dec. only) | $5,000,000 | 21 |
YTD net fiduciary income (Dec. only) | $102,000,000 | 20 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $125,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 35 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 21 |
YTD Gross Income from other retirement accounts | $24,000,000 | 17 |
YTD Gross Income corporate trust and agency | $10,000,000 | 12 |
Investment management and investment advisory agency accounts income | $4,000,000 | 97 |
Foundation and endowment and agency accounts income | $12,000,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,000,000 | 35 |
YTD Gross income other trust accounts | $7,000,000 | 19 |
Gross Fiduciary activities income | $197,000,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $81,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 20 |
YTD Gross Income from other retirement accounts | $15,000,000 | 17 |
YTD Gross Income corporate trust and agency | $7,000,000 | 13 |
Investment management and investment advisory agency accounts income | $3,000,000 | 86 |
Foundation and endowment and agency accounts income | $8,000,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 38 |
YTD Gross income other trust accounts | $7,000,000 | 14 |
Gross Fiduciary activities income | $131,000,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $38,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 9 |
YTD Gross Income from other retirement accounts | $7,000,000 | 17 |
YTD Gross Income corporate trust and agency | $4,000,000 | 12 |
Investment management and investment advisory agency accounts income | $2,000,000 | 72 |
Foundation and endowment and agency accounts income | $4,000,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 34 |
YTD Gross income other trust accounts | $3,000,000 | 15 |
Gross Fiduciary activities income | $66,000,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $145,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,000,000 | 27 |
YTD Gross Income employee benefit defined benefit | $6,000,000 | 13 |
YTD Gross Income from other retirement accounts | $27,000,000 | 17 |
YTD Gross Income corporate trust and agency | $13,000,000 | 16 |
Investment management and investment advisory agency accounts income | $14,000,000 | 48 |
Foundation and endowment and agency accounts income | $14,000,000 | 15 |
YTD Gross income other trust and agency accounts | $12,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $6,000,000 | 37 |
YTD Gross income other trust accounts | $11,000,000 | 18 |
Gross Fiduciary activities income | $253,000,000 | 20 |
YTD fiduciary expense (Dec. only) | $157,000,000 | 21 |
YTD fiduciary net loss (Dec. only) | $1,000,000 | 20 |
YTD fiduciary intracompany income (Dec. only) | $5,000,000 | 22 |
YTD net fiduciary income (Dec. only) | $100,000,000 | 17 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $109,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 32 |
YTD Gross Income employee benefit defined benefit | $4,000,000 | 16 |
YTD Gross Income from other retirement accounts | $20,000,000 | 17 |
YTD Gross Income corporate trust and agency | $9,000,000 | 17 |
Investment management and investment advisory agency accounts income | $12,000,000 | 42 |
Foundation and endowment and agency accounts income | $10,000,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 39 |
YTD Gross income other trust accounts | $8,000,000 | 17 |
Gross Fiduciary activities income | $187,000,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $71,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 32 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 12 |
YTD Gross Income from other retirement accounts | $13,000,000 | 17 |
YTD Gross Income corporate trust and agency | $6,000,000 | 18 |
Investment management and investment advisory agency accounts income | $9,000,000 | 36 |
Foundation and endowment and agency accounts income | $7,000,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 36 |
YTD Gross income other trust accounts | $5,000,000 | 17 |
Gross Fiduciary activities income | $124,000,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $36,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 33 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 20 |
YTD Gross Income from other retirement accounts | $7,000,000 | 17 |
YTD Gross Income corporate trust and agency | $3,000,000 | 18 |
Investment management and investment advisory agency accounts income | $5,000,000 | 34 |
Foundation and endowment and agency accounts income | $3,000,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,000,000 | 33 |
YTD Gross income other trust accounts | $3,000,000 | 16 |
Gross Fiduciary activities income | $62,000,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $143,000,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000,000 | 34 |
YTD Gross Income employee benefit defined benefit | $5,000,000 | 18 |
YTD Gross Income from other retirement accounts | $26,000,000 | 17 |
YTD Gross Income corporate trust and agency | $12,000,000 | 18 |
Investment management and investment advisory agency accounts income | $16,000,000 | 40 |
Foundation and endowment and agency accounts income | $13,000,000 | 14 |
YTD Gross income other trust and agency accounts | $8,000,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $6,000,000 | 37 |
YTD Gross income other trust accounts | $10,000,000 | 18 |
Gross Fiduciary activities income | $243,000,000 | 19 |
YTD fiduciary expense (Dec. only) | $151,000,000 | 21 |
YTD fiduciary net loss (Dec. only) | $1,000,000 | 15 |
YTD fiduciary intracompany income (Dec. only) | $6,000,000 | 23 |
YTD net fiduciary income (Dec. only) | $97,000,000 | 17 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $107,000,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,000,000 | 34 |
YTD Gross Income employee benefit defined benefit | $3,000,000 | 21 |
YTD Gross Income from other retirement accounts | $19,000,000 | 17 |
YTD Gross Income corporate trust and agency | $9,000,000 | 17 |
Investment management and investment advisory agency accounts income | $12,000,000 | 39 |
Foundation and endowment and agency accounts income | $10,000,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,000,000 | 42 |
YTD Gross income other trust accounts | $8,000,000 | 16 |
Gross Fiduciary activities income | $179,000,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $68,000,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000,000 | 34 |
YTD Gross Income employee benefit defined benefit | $2,000,000 | 21 |
YTD Gross Income from other retirement accounts | $12,000,000 | 17 |
YTD Gross Income corporate trust and agency | $6,000,000 | 18 |
Investment management and investment advisory agency accounts income | $8,000,000 | 39 |
Foundation and endowment and agency accounts income | $6,000,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,000,000 | 39 |
YTD Gross income other trust accounts | $6,000,000 | 16 |
Gross Fiduciary activities income | $116,000,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $34,000,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,000,000 | 35 |
YTD Gross Income employee benefit defined benefit | $1,000,000 | 21 |
YTD Gross Income from other retirement accounts | $6,000,000 | 17 |
YTD Gross Income corporate trust and agency | $3,000,000 | 17 |
Investment management and investment advisory agency accounts income | $4,000,000 | 38 |
Foundation and endowment and agency accounts income | $3,000,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,000,000 | 46 |
YTD Gross income other trust accounts | $3,000,000 | 16 |
Gross Fiduciary activities income | $57,000,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $142,532,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,816,000 | 34 |
YTD Gross Income employee benefit defined benefit | $4,772,000 | 18 |
YTD Gross Income from other retirement accounts | $23,839,000 | 17 |
YTD Gross Income corporate trust and agency | $12,490,000 | 17 |
Investment management and investment advisory agency accounts income | $16,091,000 | 38 |
Foundation and endowment and agency accounts income | $12,319,000 | 14 |
YTD Gross income other trust and agency accounts | $4,769,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $6,267,000 | 40 |
YTD Gross income other trust accounts | $7,444,000 | 20 |
Gross Fiduciary activities income | $235,339,000 | 20 |
YTD fiduciary expense (Dec. only) | $156,690,000 | 22 |
YTD fiduciary net loss (Dec. only) | $813,000 | 16 |
YTD fiduciary intracompany income (Dec. only) | $9,375,000 | 16 |
YTD net fiduciary income (Dec. only) | $87,211,000 | 19 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $107,164,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,451,000 | 35 |
YTD Gross Income employee benefit defined benefit | $3,574,000 | 19 |
YTD Gross Income from other retirement accounts | $17,775,000 | 17 |
YTD Gross Income corporate trust and agency | $9,000,000 | 17 |
Investment management and investment advisory agency accounts income | $12,199,000 | 38 |
Foundation and endowment and agency accounts income | $9,115,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,724,000 | 39 |
YTD Gross income other trust accounts | $5,329,000 | 21 |
Gross Fiduciary activities income | $175,038,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $65,799,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,182,000 | 35 |
YTD Gross Income employee benefit defined benefit | $2,187,000 | 20 |
YTD Gross Income from other retirement accounts | $11,767,000 | 17 |
YTD Gross Income corporate trust and agency | $6,059,000 | 17 |
Investment management and investment advisory agency accounts income | $11,856,000 | 30 |
Foundation and endowment and agency accounts income | $5,707,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,103,000 | 39 |
YTD Gross income other trust accounts | $5,394,000 | 17 |
Gross Fiduciary activities income | $115,952,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,233,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $952,000 | 38 |
YTD Gross Income employee benefit defined benefit | $1,041,000 | 23 |
YTD Gross Income from other retirement accounts | $5,780,000 | 17 |
YTD Gross Income corporate trust and agency | $2,990,000 | 18 |
Investment management and investment advisory agency accounts income | $5,908,000 | 31 |
Foundation and endowment and agency accounts income | $2,871,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,476,000 | 38 |
YTD Gross income other trust accounts | $2,570,000 | 17 |
Gross Fiduciary activities income | $57,711,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $127,896,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,582,000 | 34 |
YTD Gross Income employee benefit defined benefit | $4,831,000 | 19 |
YTD Gross Income from other retirement accounts | $20,513,000 | 17 |
YTD Gross Income corporate trust and agency | $11,683,000 | 15 |
Investment management and investment advisory agency accounts income | $22,989,000 | 29 |
Foundation and endowment and agency accounts income | $12,839,000 | 14 |
YTD Gross income other trust and agency accounts | $5,690,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $6,751,000 | 35 |
YTD Gross income other trust accounts | $12,210,000 | 14 |
Gross Fiduciary activities income | $229,984,000 | 20 |
YTD fiduciary expense (Dec. only) | $150,115,000 | 24 |
YTD fiduciary net loss (Dec. only) | $102,000 | 54 |
YTD fiduciary intracompany income (Dec. only) | $14,536,000 | 14 |
YTD net fiduciary income (Dec. only) | $94,303,000 | 14 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $94,773,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,518,000 | 32 |
YTD Gross Income employee benefit defined benefit | $3,642,000 | 18 |
YTD Gross Income from other retirement accounts | $15,275,000 | 17 |
YTD Gross Income corporate trust and agency | $8,534,000 | 16 |
Investment management and investment advisory agency accounts income | $17,163,000 | 29 |
Foundation and endowment and agency accounts income | $9,676,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,145,000 | 34 |
YTD Gross income other trust accounts | $8,749,000 | 12 |
Gross Fiduciary activities income | $170,946,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $62,690,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,353,000 | 33 |
YTD Gross Income employee benefit defined benefit | $2,407,000 | 19 |
YTD Gross Income from other retirement accounts | $10,123,000 | 17 |
YTD Gross Income corporate trust and agency | $5,775,000 | 15 |
Investment management and investment advisory agency accounts income | $10,741,000 | 30 |
Foundation and endowment and agency accounts income | $6,296,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,478,000 | 33 |
YTD Gross income other trust accounts | $5,634,000 | 13 |
Gross Fiduciary activities income | $112,708,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $31,300,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,198,000 | 31 |
YTD Gross Income employee benefit defined benefit | $1,230,000 | 18 |
YTD Gross Income from other retirement accounts | $5,029,000 | 17 |
YTD Gross Income corporate trust and agency | $2,813,000 | 16 |
Investment management and investment advisory agency accounts income | $5,362,000 | 30 |
Foundation and endowment and agency accounts income | $3,095,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,917,000 | 32 |
YTD Gross income other trust accounts | $2,987,000 | 13 |
Gross Fiduciary activities income | $56,281,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $106,791,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,457,000 | 33 |
YTD Gross Income employee benefit defined benefit | $4,809,000 | 16 |
YTD Gross Income from other retirement accounts | $18,700,000 | 17 |
YTD Gross Income corporate trust and agency | $11,015,000 | 16 |
Investment management and investment advisory agency accounts income | $32,093,000 | 25 |
Foundation and endowment and agency accounts income | $12,453,000 | 12 |
YTD Gross income other trust and agency accounts | $6,192,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $5,895,000 | 37 |
YTD Gross income other trust accounts | $10,156,000 | 12 |
Gross Fiduciary activities income | $212,561,000 | 20 |
YTD fiduciary expense (Dec. only) | $141,543,000 | 23 |
YTD fiduciary net loss (Dec. only) | $389,000 | 24 |
YTD fiduciary intracompany income (Dec. only) | $16,106,000 | 13 |
YTD net fiduciary income (Dec. only) | $86,735,000 | 14 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $74,972,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,212,000 | 34 |
YTD Gross Income employee benefit defined benefit | $3,623,000 | 16 |
YTD Gross Income from other retirement accounts | $13,844,000 | 17 |
YTD Gross Income corporate trust and agency | $8,027,000 | 16 |
Investment management and investment advisory agency accounts income | $27,275,000 | 25 |
Foundation and endowment and agency accounts income | $9,220,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,307,000 | 38 |
YTD Gross income other trust accounts | $7,611,000 | 13 |
Gross Fiduciary activities income | $156,287,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,394,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,146,000 | 35 |
YTD Gross Income employee benefit defined benefit | $2,417,000 | 16 |
YTD Gross Income from other retirement accounts | $9,094,000 | 17 |
YTD Gross Income corporate trust and agency | $5,287,000 | 16 |
Investment management and investment advisory agency accounts income | $22,210,000 | 23 |
Foundation and endowment and agency accounts income | $6,018,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,805,000 | 37 |
YTD Gross income other trust accounts | $4,923,000 | 17 |
Gross Fiduciary activities income | $102,200,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,731,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,018,000 | 36 |
YTD Gross Income employee benefit defined benefit | $1,213,000 | 17 |
YTD Gross Income from other retirement accounts | $4,510,000 | 17 |
YTD Gross Income corporate trust and agency | $2,688,000 | 15 |
Investment management and investment advisory agency accounts income | $12,094,000 | 20 |
Foundation and endowment and agency accounts income | $2,935,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,401,000 | 35 |
YTD Gross income other trust accounts | $3,548,000 | 13 |
Gross Fiduciary activities income | $50,138,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $89,225,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,569,000 | 34 |
YTD Gross Income employee benefit defined benefit | $4,955,000 | 16 |
YTD Gross Income from other retirement accounts | $17,201,000 | 16 |
YTD Gross Income corporate trust and agency | $10,896,000 | 16 |
Investment management and investment advisory agency accounts income | $43,543,000 | 22 |
Foundation and endowment and agency accounts income | $12,887,000 | 13 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $2,216,000 | 49 |
YTD Gross income other trust accounts | $5,220,000 | 21 |
Gross Fiduciary activities income | $190,712,000 | 22 |
YTD fiduciary expense (Dec. only) | $145,683,000 | 21 |
YTD fiduciary net loss (Dec. only) | $1,009,000 | 16 |
YTD fiduciary intracompany income (Dec. only) | $8,988,000 | 15 |
YTD net fiduciary income (Dec. only) | $53,008,000 | 20 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $68,050,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,440,000 | 34 |
YTD Gross Income employee benefit defined benefit | $3,755,000 | 17 |
YTD Gross Income from other retirement accounts | $12,826,000 | 16 |
YTD Gross Income corporate trust and agency | $7,905,000 | 15 |
Investment management and investment advisory agency accounts income | $32,505,000 | 22 |
Foundation and endowment and agency accounts income | $9,752,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,568,000 | 54 |
YTD Gross income other trust accounts | $2,403,000 | 25 |
Gross Fiduciary activities income | $142,204,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $47,011,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,291,000 | 34 |
YTD Gross Income employee benefit defined benefit | $2,514,000 | 17 |
YTD Gross Income from other retirement accounts | $8,417,000 | 17 |
YTD Gross Income corporate trust and agency | $5,268,000 | 14 |
Investment management and investment advisory agency accounts income | $21,245,000 | 22 |
Foundation and endowment and agency accounts income | $6,528,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,020,000 | 55 |
YTD Gross income other trust accounts | $1,387,000 | 26 |
Gross Fiduciary activities income | $95,681,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,485,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,197,000 | 33 |
YTD Gross Income employee benefit defined benefit | $1,274,000 | 18 |
YTD Gross Income from other retirement accounts | $4,171,000 | 17 |
YTD Gross Income corporate trust and agency | $2,464,000 | 14 |
Investment management and investment advisory agency accounts income | $10,392,000 | 22 |
Foundation and endowment and agency accounts income | $3,173,000 | 11 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $535,000 | 54 |
YTD Gross income other trust accounts | $2,470,000 | 18 |
Gross Fiduciary activities income | $48,161,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $90,500,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,544,000 | 35 |
YTD Gross Income employee benefit defined benefit | $4,591,000 | 19 |
YTD Gross Income from other retirement accounts | $15,163,000 | 18 |
YTD Gross Income corporate trust and agency | $9,413,000 | 15 |
Investment management and investment advisory agency accounts income | $38,708,000 | 23 |
Foundation and endowment and agency accounts income | $13,248,000 | 11 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $1,616,000 | 62 |
YTD Gross income other trust accounts | $3,708,000 | 26 |
Gross Fiduciary activities income | $181,491,000 | 23 |
YTD fiduciary expense (Dec. only) | $137,294,000 | 21 |
YTD fiduciary net loss (Dec. only) | $1,314,000 | 17 |
YTD fiduciary intracompany income (Dec. only) | $9,623,000 | 16 |
YTD net fiduciary income (Dec. only) | $52,506,000 | 19 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $67,853,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,447,000 | 35 |
YTD Gross Income employee benefit defined benefit | $3,466,000 | 19 |
YTD Gross Income from other retirement accounts | $11,283,000 | 18 |
YTD Gross Income corporate trust and agency | $6,596,000 | 15 |
Investment management and investment advisory agency accounts income | $28,740,000 | 23 |
Foundation and endowment and agency accounts income | $10,001,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,035,000 | 61 |
YTD Gross income other trust accounts | $3,275,000 | 25 |
Gross Fiduciary activities income | $135,696,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $46,331,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,286,000 | 35 |
YTD Gross Income employee benefit defined benefit | $2,376,000 | 19 |
YTD Gross Income from other retirement accounts | $7,536,000 | 17 |
YTD Gross Income corporate trust and agency | $4,193,000 | 15 |
Investment management and investment advisory agency accounts income | $18,784,000 | 23 |
Foundation and endowment and agency accounts income | $7,016,000 | 10 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $677,000 | 63 |
YTD Gross income other trust accounts | $2,172,000 | 25 |
Gross Fiduciary activities income | $91,371,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,019,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,194,000 | 32 |
YTD Gross Income employee benefit defined benefit | $1,268,000 | 20 |
YTD Gross Income from other retirement accounts | $3,790,000 | 18 |
YTD Gross Income corporate trust and agency | $2,137,000 | 15 |
Investment management and investment advisory agency accounts income | $9,325,000 | 23 |
Foundation and endowment and agency accounts income | $3,419,000 | 11 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $387,000 | 62 |
YTD Gross income other trust accounts | $2,886,000 | 18 |
Gross Fiduciary activities income | $46,425,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $85,730,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,578,000 | 35 |
YTD Gross Income employee benefit defined benefit | $4,409,000 | 23 |
YTD Gross Income from other retirement accounts | $12,831,000 | 20 |
YTD Gross Income corporate trust and agency | $9,208,000 | 13 |
Investment management and investment advisory agency accounts income | $34,383,000 | 22 |
Foundation and endowment and agency accounts income | $13,374,000 | 11 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $1,359,000 | 63 |
YTD Gross income other trust accounts | $19,780,000 | 13 |
Gross Fiduciary activities income | $185,652,000 | 24 |
YTD fiduciary expense (Dec. only) | $150,410,000 | 22 |
YTD fiduciary net loss (Dec. only) | $694,000 | 16 |
YTD fiduciary intracompany income (Dec. only) | $8,501,000 | 16 |
YTD net fiduciary income (Dec. only) | $43,049,000 | 20 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $64,436,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,427,000 | 34 |
YTD Gross Income employee benefit defined benefit | $3,407,000 | 23 |
YTD Gross Income from other retirement accounts | $9,447,000 | 19 |
YTD Gross Income corporate trust and agency | $6,527,000 | 14 |
Investment management and investment advisory agency accounts income | $25,663,000 | 21 |
Foundation and endowment and agency accounts income | $9,938,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $888,000 | 65 |
YTD Gross income other trust accounts | $15,666,000 | 13 |
Gross Fiduciary activities income | $139,399,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,051,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,272,000 | 33 |
YTD Gross Income employee benefit defined benefit | $2,142,000 | 24 |
YTD Gross Income from other retirement accounts | $6,106,000 | 19 |
YTD Gross Income corporate trust and agency | $4,112,000 | 15 |
Investment management and investment advisory agency accounts income | $16,810,000 | 21 |
Foundation and endowment and agency accounts income | $6,574,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $478,000 | 67 |
YTD Gross income other trust accounts | $9,767,000 | 15 |
Gross Fiduciary activities income | $92,312,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,320,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,149,000 | 34 |
YTD Gross Income employee benefit defined benefit | $1,087,000 | 23 |
YTD Gross Income from other retirement accounts | $2,958,000 | 19 |
YTD Gross Income corporate trust and agency | $1,949,000 | 15 |
Investment management and investment advisory agency accounts income | $8,358,000 | 22 |
Foundation and endowment and agency accounts income | $3,183,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $231,000 | 67 |
YTD Gross income other trust accounts | $6,478,000 | 12 |
Gross Fiduciary activities income | $45,713,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $84,129,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,694,000 | 31 |
YTD Gross Income employee benefit defined benefit | $4,689,000 | 23 |
YTD Gross Income from other retirement accounts | $12,896,000 | 18 |
YTD Gross Income corporate trust and agency | $8,582,000 | 14 |
Investment management and investment advisory agency accounts income | $33,493,000 | 20 |
Foundation and endowment and agency accounts income | $12,190,000 | 12 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $726,000 | 76 |
YTD Gross income other trust accounts | $21,215,000 | 13 |
Gross Fiduciary activities income | $182,614,000 | 22 |
YTD fiduciary expense (Dec. only) | $151,851,000 | 22 |
YTD fiduciary net loss (Dec. only) | $340,000 | 29 |
YTD fiduciary intracompany income (Dec. only) | $38,776,000 | 9 |
YTD net fiduciary income (Dec. only) | $69,199,000 | 11 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $64,313,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,511,000 | 30 |
YTD Gross Income employee benefit defined benefit | $3,531,000 | 23 |
YTD Gross Income from other retirement accounts | $9,890,000 | 18 |
YTD Gross Income corporate trust and agency | $6,085,000 | 13 |
Investment management and investment advisory agency accounts income | $25,084,000 | 21 |
Foundation and endowment and agency accounts income | $8,909,000 | 11 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $359,000 | 91 |
YTD Gross income other trust accounts | $16,098,000 | 13 |
Gross Fiduciary activities income | $137,780,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,310,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,349,000 | 30 |
YTD Gross Income employee benefit defined benefit | $2,383,000 | 24 |
YTD Gross Income from other retirement accounts | $6,710,000 | 18 |
YTD Gross Income corporate trust and agency | $4,039,000 | 14 |
Investment management and investment advisory agency accounts income | $16,847,000 | 21 |
Foundation and endowment and agency accounts income | $5,946,000 | 11 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $115,000 | 132 |
YTD Gross income other trust accounts | $10,535,000 | 11 |
Gross Fiduciary activities income | $93,234,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,759,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,201,000 | 29 |
YTD Gross Income employee benefit defined benefit | $1,213,000 | 25 |
YTD Gross Income from other retirement accounts | $3,308,000 | 17 |
YTD Gross Income corporate trust and agency | $2,008,000 | 14 |
Investment management and investment advisory agency accounts income | $8,270,000 | 21 |
Foundation and endowment and agency accounts income | $2,781,000 | 11 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $122,000 | 88 |
YTD Gross income other trust accounts | $5,715,000 | 11 |
Gross Fiduciary activities income | $45,377,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $84,859,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,510,000 | 27 |
YTD Gross Income employee benefit defined benefit | $5,449,000 | 21 |
YTD Gross Income from other retirement accounts | $13,583,000 | 14 |
YTD Gross Income corporate trust and agency | $8,218,000 | 12 |
Investment management and investment advisory agency accounts income | $33,067,000 | 20 |
Foundation and endowment and agency accounts income | $12,728,000 | 11 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $700,000 | 73 |
YTD Gross income other trust accounts | $20,943,000 | 12 |
Gross Fiduciary activities income | $185,057,000 | 17 |
YTD fiduciary expense (Dec. only) | $138,278,000 | 20 |
YTD fiduciary net loss (Dec. only) | $1,082,000 | 16 |
YTD fiduciary intracompany income (Dec. only) | $32,803,000 | 8 |
YTD net fiduciary income (Dec. only) | $78,500,000 | 13 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $64,147,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,438,000 | 26 |
YTD Gross Income employee benefit defined benefit | $4,114,000 | 19 |
YTD Gross Income from other retirement accounts | $10,356,000 | 14 |
YTD Gross Income corporate trust and agency | $5,913,000 | 12 |
Investment management and investment advisory agency accounts income | $24,925,000 | 22 |
Foundation and endowment and agency accounts income | $9,880,000 | 10 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $584,000 | 72 |
YTD Gross income other trust accounts | $15,218,000 | 12 |
Gross Fiduciary activities income | $139,575,000 | 18 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $43,935,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,210,000 | 24 |
YTD Gross Income employee benefit defined benefit | $2,755,000 | 21 |
YTD Gross Income from other retirement accounts | $6,930,000 | 14 |
YTD Gross Income corporate trust and agency | $3,923,000 | 13 |
Investment management and investment advisory agency accounts income | $15,789,000 | 22 |
Foundation and endowment and agency accounts income | $6,936,000 | 9 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $429,000 | 69 |
YTD Gross income other trust accounts | $10,365,000 | 11 |
Gross Fiduciary activities income | $94,272,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,645,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,506,000 | 24 |
YTD Gross Income employee benefit defined benefit | $1,419,000 | 20 |
YTD Gross Income from other retirement accounts | $3,529,000 | 13 |
YTD Gross Income corporate trust and agency | $2,078,000 | 14 |
Investment management and investment advisory agency accounts income | $8,066,000 | 21 |
Foundation and endowment and agency accounts income | $3,073,000 | 10 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $257,000 | 64 |
YTD Gross income other trust accounts | $6,424,000 | 11 |
Gross Fiduciary activities income | $46,997,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $82,183,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $7,082,000 | 26 |
YTD Gross Income employee benefit defined benefit | $5,437,000 | 20 |
YTD Gross Income from other retirement accounts | $12,794,000 | 12 |
YTD Gross Income corporate trust and agency | $8,325,000 | 16 |
Investment management and investment advisory agency accounts income | $30,477,000 | 22 |
Foundation and endowment and agency accounts income | $12,751,000 | 6 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $1,829,000 | 52 |
YTD Gross income other trust accounts | $22,442,000 | 12 |
Gross Fiduciary activities income | $183,320,000 | 19 |
YTD fiduciary expense (Dec. only) | $126,469,000 | 22 |
YTD fiduciary net loss (Dec. only) | $1,576,000 | 12 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $55,275,000 | 16 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $62,510,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,199,000 | 26 |
YTD Gross Income employee benefit defined benefit | $4,064,000 | 22 |
YTD Gross Income from other retirement accounts | $9,716,000 | 11 |
YTD Gross Income corporate trust and agency | $6,014,000 | 16 |
Investment management and investment advisory agency accounts income | $22,870,000 | 20 |
Foundation and endowment and agency accounts income | $9,555,000 | 8 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,310,000 | 57 |
YTD Gross income other trust accounts | $15,301,000 | 12 |
Gross Fiduciary activities income | $136,539,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $42,773,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,386,000 | 25 |
YTD Gross Income employee benefit defined benefit | $2,719,000 | 22 |
YTD Gross Income from other retirement accounts | $6,506,000 | 13 |
YTD Gross Income corporate trust and agency | $4,017,000 | 18 |
Investment management and investment advisory agency accounts income | $15,391,000 | 21 |
Foundation and endowment and agency accounts income | $6,696,000 | 8 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $821,000 | 57 |
YTD Gross income other trust accounts | $8,723,000 | 13 |
Gross Fiduciary activities income | $91,032,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,691,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,679,000 | 25 |
YTD Gross Income employee benefit defined benefit | $1,347,000 | 23 |
YTD Gross Income from other retirement accounts | $3,292,000 | 11 |
YTD Gross Income corporate trust and agency | $2,148,000 | 16 |
Investment management and investment advisory agency accounts income | $7,644,000 | 20 |
Foundation and endowment and agency accounts income | $3,143,000 | 9 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $596,000 | 47 |
YTD Gross income other trust accounts | $5,149,000 | 12 |
Gross Fiduciary activities income | $44,689,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $80,475,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $7,269,000 | 26 |
YTD Gross Income employee benefit defined benefit | $4,763,000 | 23 |
YTD Gross Income from other retirement accounts | $12,420,000 | 12 |
YTD Gross Income corporate trust and agency | $8,451,000 | 18 |
Investment management and investment advisory agency accounts income | $33,468,000 | 21 |
Foundation and endowment and agency accounts income | $12,218,000 | 7 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $2,566,000 | 48 |
YTD Gross income other trust accounts | $14,556,000 | 14 |
Gross Fiduciary activities income | $176,186,000 | 20 |
YTD fiduciary expense (Dec. only) | $133,201,000 | 21 |
YTD fiduciary net loss (Dec. only) | $1,205,000 | 18 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $41,780,000 | 23 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $65,912,000 | 14 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,451,000 | 22 |
YTD Gross Income employee benefit defined benefit | $3,456,000 | 24 |
YTD Gross Income from other retirement accounts | $9,186,000 | 13 |
YTD Gross Income corporate trust and agency | $6,221,000 | 17 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,109,000 | 51 |
YTD Gross income other trust accounts | $10,760,000 | 14 |
Gross Fiduciary activities income | $131,609,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $41,262,000 | 14 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,585,000 | 24 |
YTD Gross Income employee benefit defined benefit | $2,193,000 | 24 |
YTD Gross Income from other retirement accounts | $6,177,000 | 11 |
YTD Gross Income corporate trust and agency | $4,234,000 | 17 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,647,000 | 46 |
YTD Gross income other trust accounts | $8,385,000 | 14 |
Gross Fiduciary activities income | $85,402,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,888,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,771,000 | 27 |
YTD Gross Income employee benefit defined benefit | $1,092,000 | 25 |
YTD Gross Income from other retirement accounts | $3,246,000 | 10 |
YTD Gross Income corporate trust and agency | $2,211,000 | 17 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $727,000 | 51 |
YTD Gross income other trust accounts | $2,608,000 | 15 |
Gross Fiduciary activities income | $41,525,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $206,876,000 | 19 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $161,884,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $101,622,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $49,529,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $212,680,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $159,482,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $106,163,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $52,665,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $127,027,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $83,154,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $55,020,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $27,277,000 | 32 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 220 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $85,882,000 | 38 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $61,875,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $36,521,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $17,211,000 | 43 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $67,318,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $50,662,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $32,798,000 | 43 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,992,000 | 44 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $56,234,000 | 47 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $42,293,000 | 47 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $27,779,000 | 46 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $14,056,000 | 47 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $60,104,000 | 45 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $57,069,000 | 51 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $58,054,000 | 46 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $53,906,000 | 49 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $55,413,000 | 52 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $26,411,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $21,706,000 | 94 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $21,005,000 | 96 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $19,350,000 | 102 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $18,219,000 | 101 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $16,801,000 | 106 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |