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 | $224,519,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,981,000 | 69 |
YTD Gross Income employee benefit defined benefit | $17,778,000 | 7 |
YTD Gross Income from other retirement accounts | $56,107,000 | 7 |
YTD Gross Income corporate trust and agency | $508,335,000 | 2 |
Investment management and investment advisory agency accounts income | $409,747,000 | 7 |
Foundation and endowment and agency accounts income | $62,947,000 | 7 |
YTD Gross income other trust and agency accounts | $2,062,000 | 17 |
YTD Gross income custody and safekeeping agency accounts | $315,553,000 | 6 |
YTD Gross income other trust accounts | $105,464,000 | 5 |
Gross Fiduciary activities income | $1,704,493,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,840,899,000 | 5 |
YTD fiduciary net loss (Dec. only) | $55,096,000 | 3 |
YTD fiduciary intracompany income (Dec. only) | $1,573,109,000 | 2 |
YTD net fiduciary income (Dec. only) | $1,381,607,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $53,290,000 | 6 |
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 | $166,852,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,533,000 | 67 |
YTD Gross Income employee benefit defined benefit | $13,709,000 | 8 |
YTD Gross Income from other retirement accounts | $43,248,000 | 7 |
YTD Gross Income corporate trust and agency | $374,128,000 | 2 |
Investment management and investment advisory agency accounts income | $300,217,000 | 7 |
Foundation and endowment and agency accounts income | $48,721,000 | 7 |
YTD Gross income other trust and agency accounts | $1,558,000 | 17 |
YTD Gross income custody and safekeeping agency accounts | $240,802,000 | 6 |
YTD Gross income other trust accounts | $78,067,000 | 5 |
Gross Fiduciary activities income | $1,268,835,000 | 7 |
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 | $38,303,000 | 6 |
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 | $114,691,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,069,000 | 60 |
YTD Gross Income employee benefit defined benefit | $9,300,000 | 6 |
YTD Gross Income from other retirement accounts | $29,778,000 | 7 |
YTD Gross Income corporate trust and agency | $243,825,000 | 1 |
Investment management and investment advisory agency accounts income | $187,260,000 | 8 |
Foundation and endowment and agency accounts income | $33,193,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $161,636,000 | 6 |
YTD Gross income other trust accounts | $46,073,000 | 3 |
Gross Fiduciary activities income | $827,897,000 | 7 |
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 | $24,571,000 | 6 |
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 | $59,269,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $531,000 | 64 |
YTD Gross Income employee benefit defined benefit | $4,823,000 | 6 |
YTD Gross Income from other retirement accounts | $15,442,000 | 7 |
YTD Gross Income corporate trust and agency | $117,415,000 | 1 |
Investment management and investment advisory agency accounts income | $78,301,000 | 9 |
Foundation and endowment and agency accounts income | $17,078,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $80,205,000 | 6 |
YTD Gross income other trust accounts | $18,750,000 | 4 |
Gross Fiduciary activities income | $392,380,000 | 8 |
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 | $12,151,000 | 6 |
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 | $252,834,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,146,000 | 65 |
YTD Gross Income employee benefit defined benefit | $19,149,000 | 7 |
YTD Gross Income from other retirement accounts | $61,589,000 | 8 |
YTD Gross Income corporate trust and agency | $448,951,000 | 1 |
Investment management and investment advisory agency accounts income | $271,569,000 | 11 |
Foundation and endowment and agency accounts income | $66,586,000 | 6 |
YTD Gross income other trust and agency accounts | $2,202,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $304,111,000 | 6 |
YTD Gross income other trust accounts | $78,091,000 | 3 |
Gross Fiduciary activities income | $1,507,228,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,203,304,000 | 8 |
YTD fiduciary net loss (Dec. only) | $13,542,000 | 7 |
YTD fiduciary intracompany income (Dec. only) | $318,085,000 | 4 |
YTD net fiduciary income (Dec. only) | $608,467,000 | 7 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $48,890,000 | 6 |
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 | $189,473,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,601,000 | 66 |
YTD Gross Income employee benefit defined benefit | $14,323,000 | 7 |
YTD Gross Income from other retirement accounts | $45,693,000 | 9 |
YTD Gross Income corporate trust and agency | $325,696,000 | 1 |
Investment management and investment advisory agency accounts income | $200,862,000 | 11 |
Foundation and endowment and agency accounts income | $49,407,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $227,381,000 | 6 |
YTD Gross income other trust accounts | $58,718,000 | 3 |
Gross Fiduciary activities income | $1,114,813,000 | 8 |
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 | $34,450,000 | 6 |
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 | $126,267,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,051,000 | 63 |
YTD Gross Income employee benefit defined benefit | $9,216,000 | 7 |
YTD Gross Income from other retirement accounts | $30,042,000 | 8 |
YTD Gross Income corporate trust and agency | $215,896,000 | 1 |
Investment management and investment advisory agency accounts income | $133,681,000 | 11 |
Foundation and endowment and agency accounts income | $32,089,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $149,119,000 | 6 |
YTD Gross income other trust accounts | $38,062,000 | 3 |
Gross Fiduciary activities income | $736,541,000 | 8 |
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 | $21,993,000 | 6 |
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 | $61,669,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $515,000 | 64 |
YTD Gross Income employee benefit defined benefit | $4,600,000 | 8 |
YTD Gross Income from other retirement accounts | $14,886,000 | 8 |
YTD Gross Income corporate trust and agency | $105,251,000 | 1 |
Investment management and investment advisory agency accounts income | $69,505,000 | 11 |
Foundation and endowment and agency accounts income | $15,862,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $72,017,000 | 6 |
YTD Gross income other trust accounts | $19,920,000 | 3 |
Gross Fiduciary activities income | $364,805,000 | 8 |
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 | $10,649,000 | 6 |
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 | $230,657,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,077,000 | 60 |
YTD Gross Income employee benefit defined benefit | $17,384,000 | 8 |
YTD Gross Income from other retirement accounts | $53,023,000 | 9 |
YTD Gross Income corporate trust and agency | $394,429,000 | 1 |
Investment management and investment advisory agency accounts income | $316,014,000 | 9 |
Foundation and endowment and agency accounts income | $57,578,000 | 6 |
YTD Gross income other trust and agency accounts | $2,211,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $259,892,000 | 6 |
YTD Gross income other trust accounts | $87,695,000 | 3 |
Gross Fiduciary activities income | $1,420,960,000 | 8 |
YTD fiduciary expense (Dec. only) | $1,273,699,000 | 7 |
YTD fiduciary net loss (Dec. only) | $54,019,000 | 5 |
YTD fiduciary intracompany income (Dec. only) | $670,153,000 | 3 |
YTD net fiduciary income (Dec. only) | $763,395,000 | 5 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $37,881,000 | 6 |
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 | $169,794,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,570,000 | 57 |
YTD Gross Income employee benefit defined benefit | $12,966,000 | 8 |
YTD Gross Income from other retirement accounts | $39,002,000 | 9 |
YTD Gross Income corporate trust and agency | $288,886,000 | 1 |
Investment management and investment advisory agency accounts income | $244,927,000 | 9 |
Foundation and endowment and agency accounts income | $42,719,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $192,076,000 | 6 |
YTD Gross income other trust accounts | $66,034,000 | 3 |
Gross Fiduciary activities income | $1,059,629,000 | 8 |
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 | $26,716,000 | 6 |
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 | $112,602,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,069,000 | 56 |
YTD Gross Income employee benefit defined benefit | $8,557,000 | 8 |
YTD Gross Income from other retirement accounts | $25,669,000 | 9 |
YTD Gross Income corporate trust and agency | $189,204,000 | 1 |
Investment management and investment advisory agency accounts income | $167,799,000 | 9 |
Foundation and endowment and agency accounts income | $28,022,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $126,368,000 | 6 |
YTD Gross income other trust accounts | $42,838,000 | 4 |
Gross Fiduciary activities income | $703,247,000 | 8 |
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 | $16,664,000 | 6 |
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 | $55,260,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $540,000 | 58 |
YTD Gross Income employee benefit defined benefit | $4,401,000 | 8 |
YTD Gross Income from other retirement accounts | $13,475,000 | 9 |
YTD Gross Income corporate trust and agency | $93,125,000 | 1 |
Investment management and investment advisory agency accounts income | $85,039,000 | 8 |
Foundation and endowment and agency accounts income | $14,547,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $62,036,000 | 8 |
YTD Gross income other trust accounts | $21,217,000 | 4 |
Gross Fiduciary activities income | $350,231,000 | 8 |
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 | $8,193,000 | 6 |
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 | $234,426,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,127,000 | 58 |
YTD Gross Income employee benefit defined benefit | $16,973,000 | 8 |
YTD Gross Income from other retirement accounts | $50,519,000 | 9 |
YTD Gross Income corporate trust and agency | $368,881,000 | 1 |
Investment management and investment advisory agency accounts income | $325,290,000 | 9 |
Foundation and endowment and agency accounts income | $56,464,000 | 7 |
YTD Gross income other trust and agency accounts | $2,157,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $237,714,000 | 8 |
YTD Gross income other trust accounts | $77,612,000 | 4 |
Gross Fiduciary activities income | $1,372,163,000 | 8 |
YTD fiduciary expense (Dec. only) | $1,789,204,000 | 6 |
YTD fiduciary net loss (Dec. only) | $34,690,000 | 3 |
YTD fiduciary intracompany income (Dec. only) | $1,547,640,000 | 3 |
YTD net fiduciary income (Dec. only) | $1,095,909,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $32,610,000 | 6 |
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 | $170,199,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,552,000 | 58 |
YTD Gross Income employee benefit defined benefit | $12,592,000 | 8 |
YTD Gross Income from other retirement accounts | $37,200,000 | 9 |
YTD Gross Income corporate trust and agency | $266,840,000 | 2 |
Investment management and investment advisory agency accounts income | $241,410,000 | 8 |
Foundation and endowment and agency accounts income | $42,188,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $177,519,000 | 8 |
YTD Gross income other trust accounts | $57,776,000 | 4 |
Gross Fiduciary activities income | $1,008,871,000 | 8 |
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 | $23,031,000 | 6 |
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 | $112,695,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,065,000 | 58 |
YTD Gross Income employee benefit defined benefit | $8,404,000 | 8 |
YTD Gross Income from other retirement accounts | $24,440,000 | 9 |
YTD Gross Income corporate trust and agency | $173,998,000 | 1 |
Investment management and investment advisory agency accounts income | $159,585,000 | 8 |
Foundation and endowment and agency accounts income | $27,953,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $117,578,000 | 8 |
YTD Gross income other trust accounts | $38,503,000 | 4 |
Gross Fiduciary activities income | $665,296,000 | 8 |
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 | $14,649,000 | 6 |
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 | $55,649,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $522,000 | 57 |
YTD Gross Income employee benefit defined benefit | $4,102,000 | 8 |
YTD Gross Income from other retirement accounts | $12,072,000 | 9 |
YTD Gross Income corporate trust and agency | $83,461,000 | 2 |
Investment management and investment advisory agency accounts income | $78,714,000 | 8 |
Foundation and endowment and agency accounts income | $13,679,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $58,165,000 | 8 |
YTD Gross income other trust accounts | $19,228,000 | 4 |
Gross Fiduciary activities income | $326,177,000 | 8 |
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 | $6,977,000 | 6 |
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 | $230,000,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,350,000 | 55 |
YTD Gross Income employee benefit defined benefit | $16,912,000 | 8 |
YTD Gross Income from other retirement accounts | $49,051,000 | 10 |
YTD Gross Income corporate trust and agency | $328,515,000 | 1 |
Investment management and investment advisory agency accounts income | $309,291,000 | 10 |
Foundation and endowment and agency accounts income | $56,601,000 | 7 |
YTD Gross income other trust and agency accounts | $2,091,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $238,435,000 | 8 |
YTD Gross income other trust accounts | $87,243,000 | 4 |
Gross Fiduciary activities income | $1,320,489,000 | 8 |
YTD fiduciary expense (Dec. only) | $1,623,895,000 | 6 |
YTD fiduciary net loss (Dec. only) | $60,811,000 | 1 |
YTD fiduciary intracompany income (Dec. only) | $1,233,371,000 | 3 |
YTD net fiduciary income (Dec. only) | $869,154,000 | 3 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $29,656,000 | 6 |
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 | $174,376,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,872,000 | 54 |
YTD Gross Income employee benefit defined benefit | $12,468,000 | 8 |
YTD Gross Income from other retirement accounts | $36,652,000 | 10 |
YTD Gross Income corporate trust and agency | $240,600,000 | 1 |
Investment management and investment advisory agency accounts income | $229,943,000 | 10 |
Foundation and endowment and agency accounts income | $42,543,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $179,936,000 | 8 |
YTD Gross income other trust accounts | $65,638,000 | 4 |
Gross Fiduciary activities income | $985,681,000 | 8 |
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 | $21,466,000 | 6 |
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 | $117,914,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,336,000 | 51 |
YTD Gross Income employee benefit defined benefit | $8,487,000 | 8 |
YTD Gross Income from other retirement accounts | $24,403,000 | 11 |
YTD Gross Income corporate trust and agency | $157,726,000 | 2 |
Investment management and investment advisory agency accounts income | $152,003,000 | 10 |
Foundation and endowment and agency accounts income | $28,199,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $119,608,000 | 8 |
YTD Gross income other trust accounts | $42,970,000 | 4 |
Gross Fiduciary activities income | $653,754,000 | 8 |
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 | $14,531,000 | 6 |
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 | $60,265,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $756,000 | 46 |
YTD Gross Income employee benefit defined benefit | $4,138,000 | 8 |
YTD Gross Income from other retirement accounts | $12,443,000 | 10 |
YTD Gross Income corporate trust and agency | $77,094,000 | 2 |
Investment management and investment advisory agency accounts income | $75,788,000 | 10 |
Foundation and endowment and agency accounts income | $14,131,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $59,115,000 | 8 |
YTD Gross income other trust accounts | $21,084,000 | 4 |
Gross Fiduciary activities income | $325,420,000 | 8 |
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 | $7,059,000 | 6 |
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 | $231,766,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,585,000 | 52 |
YTD Gross Income employee benefit defined benefit | $16,973,000 | 8 |
YTD Gross Income from other retirement accounts | $45,744,000 | 11 |
YTD Gross Income corporate trust and agency | $299,938,000 | 2 |
Investment management and investment advisory agency accounts income | $279,189,000 | 9 |
Foundation and endowment and agency accounts income | $52,178,000 | 7 |
YTD Gross income other trust and agency accounts | $2,168,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $223,884,000 | 8 |
YTD Gross income other trust accounts | $82,919,000 | 4 |
Gross Fiduciary activities income | $1,237,344,000 | 8 |
YTD fiduciary expense (Dec. only) | $1,249,307,000 | 7 |
YTD fiduciary net loss (Dec. only) | $17,121,000 | 7 |
YTD fiduciary intracompany income (Dec. only) | $833,693,000 | 3 |
YTD net fiduciary income (Dec. only) | $804,609,000 | 5 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $23,806,000 | 6 |
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 | $172,971,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,913,000 | 53 |
YTD Gross Income employee benefit defined benefit | $12,692,000 | 8 |
YTD Gross Income from other retirement accounts | $33,633,000 | 11 |
YTD Gross Income corporate trust and agency | $219,995,000 | 3 |
Investment management and investment advisory agency accounts income | $206,472,000 | 9 |
Foundation and endowment and agency accounts income | $38,507,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $166,596,000 | 8 |
YTD Gross income other trust accounts | $61,473,000 | 4 |
Gross Fiduciary activities income | $916,047,000 | 8 |
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 | $16,455,000 | 6 |
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 | $116,665,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,325,000 | 48 |
YTD Gross Income employee benefit defined benefit | $8,495,000 | 8 |
YTD Gross Income from other retirement accounts | $22,215,000 | 11 |
YTD Gross Income corporate trust and agency | $145,743,000 | 2 |
Investment management and investment advisory agency accounts income | $140,419,000 | 8 |
Foundation and endowment and agency accounts income | $25,225,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $110,625,000 | 8 |
YTD Gross income other trust accounts | $40,436,000 | 4 |
Gross Fiduciary activities income | $612,282,000 | 8 |
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 | $10,576,000 | 6 |
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 | $58,301,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $612,000 | 52 |
YTD Gross Income employee benefit defined benefit | $4,270,000 | 8 |
YTD Gross Income from other retirement accounts | $11,080,000 | 11 |
YTD Gross Income corporate trust and agency | $69,707,000 | 2 |
Investment management and investment advisory agency accounts income | $69,351,000 | 8 |
Foundation and endowment and agency accounts income | $12,354,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $57,624,000 | 8 |
YTD Gross income other trust accounts | $20,314,000 | 4 |
Gross Fiduciary activities income | $304,128,000 | 8 |
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 | $5,148,000 | 6 |
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 | $228,862,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,608,000 | 45 |
YTD Gross Income employee benefit defined benefit | $16,706,000 | 8 |
YTD Gross Income from other retirement accounts | $42,179,000 | 11 |
YTD Gross Income corporate trust and agency | $278,784,000 | 3 |
Investment management and investment advisory agency accounts income | $255,304,000 | 8 |
Foundation and endowment and agency accounts income | $47,805,000 | 6 |
YTD Gross income other trust and agency accounts | $2,176,000 | 13 |
YTD Gross income custody and safekeeping agency accounts | $217,299,000 | 8 |
YTD Gross income other trust accounts | $85,683,000 | 4 |
Gross Fiduciary activities income | $1,177,406,000 | 8 |
YTD fiduciary expense (Dec. only) | $996,181,000 | 7 |
YTD fiduciary net loss (Dec. only) | $12,878,000 | 6 |
YTD fiduciary intracompany income (Dec. only) | $452,200,000 | 3 |
YTD net fiduciary income (Dec. only) | $620,547,000 | 6 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $19,288,000 | 6 |
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 | $171,162,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,008,000 | 44 |
YTD Gross Income employee benefit defined benefit | $12,508,000 | 8 |
YTD Gross Income from other retirement accounts | $31,279,000 | 11 |
YTD Gross Income corporate trust and agency | $204,490,000 | 2 |
Investment management and investment advisory agency accounts income | $188,141,000 | 8 |
Foundation and endowment and agency accounts income | $35,747,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $161,327,000 | 8 |
YTD Gross income other trust accounts | $65,207,000 | 5 |
Gross Fiduciary activities income | $873,399,000 | 8 |
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 | $15,052,000 | 6 |
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 | $114,489,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,313,000 | 44 |
YTD Gross Income employee benefit defined benefit | $8,316,000 | 8 |
YTD Gross Income from other retirement accounts | $20,780,000 | 11 |
YTD Gross Income corporate trust and agency | $133,540,000 | 3 |
Investment management and investment advisory agency accounts income | $121,839,000 | 8 |
Foundation and endowment and agency accounts income | $23,456,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $105,838,000 | 8 |
YTD Gross income other trust accounts | $43,073,000 | 4 |
Gross Fiduciary activities income | $573,639,000 | 8 |
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 | $9,218,000 | 6 |
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 | $56,372,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $698,000 | 41 |
YTD Gross Income employee benefit defined benefit | $4,285,000 | 8 |
YTD Gross Income from other retirement accounts | $10,400,000 | 11 |
YTD Gross Income corporate trust and agency | $64,115,000 | 3 |
Investment management and investment advisory agency accounts income | $57,958,000 | 8 |
Foundation and endowment and agency accounts income | $11,505,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $52,261,000 | 8 |
YTD Gross income other trust accounts | $20,942,000 | 4 |
Gross Fiduciary activities income | $278,965,000 | 8 |
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 | $4,724,000 | 6 |
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 | $233,958,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,829,000 | 39 |
YTD Gross Income employee benefit defined benefit | $17,884,000 | 8 |
YTD Gross Income from other retirement accounts | $42,852,000 | 9 |
YTD Gross Income corporate trust and agency | $259,920,000 | 3 |
Investment management and investment advisory agency accounts income | $192,055,000 | 8 |
Foundation and endowment and agency accounts income | $49,258,000 | 6 |
YTD Gross income other trust and agency accounts | $2,228,000 | 11 |
YTD Gross income custody and safekeeping agency accounts | $216,359,000 | 8 |
YTD Gross income other trust accounts | $70,589,000 | 4 |
Gross Fiduciary activities income | $1,087,932,000 | 8 |
YTD fiduciary expense (Dec. only) | $951,821,000 | 8 |
YTD fiduciary net loss (Dec. only) | $11,921,000 | 7 |
YTD fiduciary intracompany income (Dec. only) | $308,035,000 | 3 |
YTD net fiduciary income (Dec. only) | $432,225,000 | 5 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $16,605,000 | 6 |
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 | $175,148,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,133,000 | 40 |
YTD Gross Income employee benefit defined benefit | $13,405,000 | 8 |
YTD Gross Income from other retirement accounts | $32,103,000 | 9 |
YTD Gross Income corporate trust and agency | $190,989,000 | 3 |
Investment management and investment advisory agency accounts income | $142,381,000 | 8 |
Foundation and endowment and agency accounts income | $37,092,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $161,689,000 | 8 |
YTD Gross income other trust accounts | $53,409,000 | 4 |
Gross Fiduciary activities income | $810,135,000 | 8 |
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 | $12,719,000 | 6 |
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 | $120,537,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,452,000 | 41 |
YTD Gross Income employee benefit defined benefit | $8,941,000 | 9 |
YTD Gross Income from other retirement accounts | $21,560,000 | 9 |
YTD Gross Income corporate trust and agency | $124,953,000 | 3 |
Investment management and investment advisory agency accounts income | $93,712,000 | 8 |
Foundation and endowment and agency accounts income | $24,747,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $107,638,000 | 8 |
YTD Gross income other trust accounts | $35,786,000 | 5 |
Gross Fiduciary activities income | $540,520,000 | 8 |
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 | $7,947,000 | 6 |
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 | $59,419,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $727,000 | 40 |
YTD Gross Income employee benefit defined benefit | $4,517,000 | 9 |
YTD Gross Income from other retirement accounts | $10,820,000 | 10 |
YTD Gross Income corporate trust and agency | $60,187,000 | 3 |
Investment management and investment advisory agency accounts income | $45,676,000 | 7 |
Foundation and endowment and agency accounts income | $12,238,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $53,073,000 | 9 |
YTD Gross income other trust accounts | $18,363,000 | 5 |
Gross Fiduciary activities income | $265,619,000 | 8 |
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 | $3,906,000 | 6 |
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 | $240,471,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,153,000 | 40 |
YTD Gross Income employee benefit defined benefit | $17,982,000 | 9 |
YTD Gross Income from other retirement accounts | $41,929,000 | 9 |
YTD Gross Income corporate trust and agency | $240,270,000 | 3 |
Investment management and investment advisory agency accounts income | $168,961,000 | 8 |
Foundation and endowment and agency accounts income | $48,302,000 | 7 |
YTD Gross income other trust and agency accounts | $2,208,000 | 13 |
YTD Gross income custody and safekeeping agency accounts | $206,713,000 | 8 |
YTD Gross income other trust accounts | $63,964,000 | 5 |
Gross Fiduciary activities income | $1,033,953,000 | 8 |
YTD fiduciary expense (Dec. only) | $889,770,000 | 8 |
YTD fiduciary net loss (Dec. only) | $2,695,000 | 11 |
YTD fiduciary intracompany income (Dec. only) | $276,609,000 | 3 |
YTD net fiduciary income (Dec. only) | $418,097,000 | 5 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $13,113,000 | 6 |
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 | $180,618,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,464,000 | 41 |
YTD Gross Income employee benefit defined benefit | $13,448,000 | 9 |
YTD Gross Income from other retirement accounts | $30,985,000 | 9 |
YTD Gross Income corporate trust and agency | $175,420,000 | 3 |
Investment management and investment advisory agency accounts income | $125,663,000 | 8 |
Foundation and endowment and agency accounts income | $36,019,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $155,378,000 | 8 |
YTD Gross income other trust accounts | $46,050,000 | 5 |
Gross Fiduciary activities income | $767,680,000 | 8 |
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 | $10,100,000 | 6 |
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 | $121,074,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,750,000 | 40 |
YTD Gross Income employee benefit defined benefit | $8,954,000 | 9 |
YTD Gross Income from other retirement accounts | $20,452,000 | 9 |
YTD Gross Income corporate trust and agency | $114,464,000 | 3 |
Investment management and investment advisory agency accounts income | $82,480,000 | 8 |
Foundation and endowment and agency accounts income | $23,849,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $103,030,000 | 8 |
YTD Gross income other trust accounts | $30,202,000 | 5 |
Gross Fiduciary activities income | $507,352,000 | 8 |
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 | $6,184,000 | 6 |
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 | $60,282,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $903,000 | 42 |
YTD Gross Income employee benefit defined benefit | $4,440,000 | 9 |
YTD Gross Income from other retirement accounts | $10,148,000 | 9 |
YTD Gross Income corporate trust and agency | $57,611,000 | 2 |
Investment management and investment advisory agency accounts income | $40,253,000 | 8 |
Foundation and endowment and agency accounts income | $11,824,000 | 7 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $50,732,000 | 8 |
YTD Gross income other trust accounts | $14,688,000 | 5 |
Gross Fiduciary activities income | $251,429,000 | 8 |
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 | $3,377,000 | 6 |
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 | $237,502,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,781,000 | 28 |
YTD Gross Income employee benefit defined benefit | $18,513,000 | 11 |
YTD Gross Income from other retirement accounts | $38,281,000 | 10 |
YTD Gross Income corporate trust and agency | $221,648,000 | 2 |
Investment management and investment advisory agency accounts income | $158,042,000 | 8 |
Foundation and endowment and agency accounts income | $45,409,000 | 5 |
YTD Gross income other trust and agency accounts | $2,257,000 | 12 |
YTD Gross income custody and safekeeping agency accounts | $187,712,000 | 7 |
YTD Gross income other trust accounts | $83,711,000 | 5 |
Gross Fiduciary activities income | $998,856,000 | 8 |
YTD fiduciary expense (Dec. only) | $917,988,000 | 8 |
YTD fiduciary net loss (Dec. only) | $6,086,000 | 8 |
YTD fiduciary intracompany income (Dec. only) | $290,682,000 | 3 |
YTD net fiduciary income (Dec. only) | $365,464,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $45,467,000 | 6 |
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 | $176,543,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,864,000 | 27 |
YTD Gross Income employee benefit defined benefit | $13,901,000 | 10 |
YTD Gross Income from other retirement accounts | $27,916,000 | 10 |
YTD Gross Income corporate trust and agency | $161,046,000 | 3 |
Investment management and investment advisory agency accounts income | $117,292,000 | 8 |
Foundation and endowment and agency accounts income | $33,644,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $139,430,000 | 7 |
YTD Gross income other trust accounts | $62,831,000 | 5 |
Gross Fiduciary activities income | $739,159,000 | 8 |
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 | $33,075,000 | 6 |
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 | $119,415,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,465,000 | 27 |
YTD Gross Income employee benefit defined benefit | $9,239,000 | 10 |
YTD Gross Income from other retirement accounts | $18,576,000 | 10 |
YTD Gross Income corporate trust and agency | $105,737,000 | 3 |
Investment management and investment advisory agency accounts income | $79,935,000 | 8 |
Foundation and endowment and agency accounts income | $22,335,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $110,345,000 | 7 |
YTD Gross income other trust accounts | $24,304,000 | 7 |
Gross Fiduciary activities income | $494,483,000 | 8 |
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 | $21,609,000 | 6 |
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 | $59,358,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,723,000 | 26 |
YTD Gross Income employee benefit defined benefit | $4,541,000 | 9 |
YTD Gross Income from other retirement accounts | $9,217,000 | 9 |
YTD Gross Income corporate trust and agency | $53,107,000 | 4 |
Investment management and investment advisory agency accounts income | $39,901,000 | 8 |
Foundation and endowment and agency accounts income | $10,943,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $54,272,000 | 7 |
YTD Gross income other trust accounts | $11,398,000 | 7 |
Gross Fiduciary activities income | $245,032,000 | 8 |
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 | $2,478,000 | 6 |
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 | $229,657,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,900,000 | 39 |
YTD Gross Income employee benefit defined benefit | $22,337,000 | 7 |
YTD Gross Income from other retirement accounts | $34,497,000 | 9 |
YTD Gross Income corporate trust and agency | $219,255,000 | 3 |
Investment management and investment advisory agency accounts income | $157,056,000 | 8 |
Foundation and endowment and agency accounts income | $38,079,000 | 6 |
YTD Gross income other trust and agency accounts | $1,866,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $175,861,000 | 7 |
YTD Gross income other trust accounts | $49,472,000 | 5 |
Gross Fiduciary activities income | $931,980,000 | 8 |
YTD fiduciary expense (Dec. only) | $768,364,000 | 8 |
YTD fiduciary net loss (Dec. only) | $5,875,000 | 9 |
YTD fiduciary intracompany income (Dec. only) | $294,331,000 | 3 |
YTD net fiduciary income (Dec. only) | $452,072,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $9,066,000 | 7 |
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 | $172,136,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,193,000 | 40 |
YTD Gross Income employee benefit defined benefit | $17,921,000 | 7 |
YTD Gross Income from other retirement accounts | $25,131,000 | 8 |
YTD Gross Income corporate trust and agency | $183,321,000 | 2 |
Investment management and investment advisory agency accounts income | $114,113,000 | 8 |
Foundation and endowment and agency accounts income | $27,348,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $105,975,000 | 8 |
YTD Gross income other trust accounts | $37,684,000 | 5 |
Gross Fiduciary activities income | $689,527,000 | 8 |
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 | $7,135,000 | 7 |
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 | $114,873,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,290,000 | 41 |
YTD Gross Income employee benefit defined benefit | $11,382,000 | 7 |
YTD Gross Income from other retirement accounts | $16,633,000 | 8 |
YTD Gross Income corporate trust and agency | $121,405,000 | 2 |
Investment management and investment advisory agency accounts income | $74,057,000 | 8 |
Foundation and endowment and agency accounts income | $17,370,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $69,910,000 | 9 |
YTD Gross income other trust accounts | $25,758,000 | 5 |
Gross Fiduciary activities income | $455,071,000 | 8 |
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 | $4,848,000 | 8 |
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 | $58,950,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $616,000 | 44 |
YTD Gross Income employee benefit defined benefit | $4,468,000 | 9 |
YTD Gross Income from other retirement accounts | $8,318,000 | 8 |
YTD Gross Income corporate trust and agency | $60,919,000 | 2 |
Investment management and investment advisory agency accounts income | $35,545,000 | 8 |
Foundation and endowment and agency accounts income | $7,520,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $34,332,000 | 9 |
YTD Gross income other trust accounts | $12,759,000 | 5 |
Gross Fiduciary activities income | $224,616,000 | 8 |
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 | $3,190,000 | 8 |
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 | $226,192,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,459,000 | 43 |
YTD Gross Income employee benefit defined benefit | $11,720,000 | 12 |
YTD Gross Income from other retirement accounts | $33,260,000 | 7 |
YTD Gross Income corporate trust and agency | $256,885,000 | 3 |
Investment management and investment advisory agency accounts income | $182,375,000 | 7 |
Foundation and endowment and agency accounts income | $23,271,000 | 6 |
YTD Gross income other trust and agency accounts | $4,093,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $129,318,000 | 9 |
YTD Gross income other trust accounts | $50,076,000 | 8 |
Gross Fiduciary activities income | $919,649,000 | 8 |
YTD fiduciary expense (Dec. only) | $771,034,000 | 8 |
YTD fiduciary net loss (Dec. only) | $8,213,000 | 6 |
YTD fiduciary intracompany income (Dec. only) | $312,677,000 | 3 |
YTD net fiduciary income (Dec. only) | $453,079,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $12,831,000 | 7 |
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 | $170,297,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,876,000 | 43 |
YTD Gross Income employee benefit defined benefit | $8,905,000 | 12 |
YTD Gross Income from other retirement accounts | $23,183,000 | 7 |
YTD Gross Income corporate trust and agency | $192,695,000 | 3 |
Investment management and investment advisory agency accounts income | $138,648,000 | 7 |
Foundation and endowment and agency accounts income | $17,365,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $61,004,000 | 9 |
YTD Gross income other trust accounts | $42,150,000 | 6 |
Gross Fiduciary activities income | $755,844,000 | 8 |
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 | $10,775,000 | 7 |
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 | $117,723,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,272,000 | 42 |
YTD Gross Income employee benefit defined benefit | $5,938,000 | 12 |
YTD Gross Income from other retirement accounts | $15,487,000 | 7 |
YTD Gross Income corporate trust and agency | $130,144,000 | 2 |
Investment management and investment advisory agency accounts income | $92,994,000 | 7 |
Foundation and endowment and agency accounts income | $11,507,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $40,672,000 | 9 |
YTD Gross income other trust accounts | $28,970,000 | 7 |
Gross Fiduciary activities income | $510,246,000 | 8 |
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 | $728,000 | 9 |
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 | $57,489,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $568,000 | 46 |
YTD Gross Income employee benefit defined benefit | $2,884,000 | 13 |
YTD Gross Income from other retirement accounts | $7,565,000 | 7 |
YTD Gross Income corporate trust and agency | $64,965,000 | 2 |
Investment management and investment advisory agency accounts income | $46,052,000 | 7 |
Foundation and endowment and agency accounts income | $5,585,000 | 4 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $20,360,000 | 9 |
YTD Gross income other trust accounts | $14,671,000 | 8 |
Gross Fiduciary activities income | $251,582,000 | 8 |
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 | $3,686,000 | 7 |
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 | $213,444,000 | 5 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,005,000 | 55 |
YTD Gross Income employee benefit defined benefit | $10,752,000 | 15 |
YTD Gross Income from other retirement accounts | $27,689,000 | 6 |
YTD Gross Income corporate trust and agency | $202,455,000 | 4 |
Investment management and investment advisory agency accounts income | $236,215,000 | 6 |
Foundation and endowment and agency accounts income | $20,136,000 | 5 |
YTD Gross income other trust and agency accounts | $106,533,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $82,905,000 | 9 |
YTD Gross income other trust accounts | $53,021,000 | 7 |
Gross Fiduciary activities income | $955,155,000 | 8 |
YTD fiduciary expense (Dec. only) | $761,909,000 | 6 |
YTD fiduciary net loss (Dec. only) | $2,246,000 | 10 |
YTD fiduciary intracompany income (Dec. only) | $296,430,000 | 3 |
YTD net fiduciary income (Dec. only) | $487,430,000 | 6 |
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 | $246,022,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,552,000 | 37 |
YTD Gross Income employee benefit defined benefit | $8,046,000 | 15 |
YTD Gross Income from other retirement accounts | $3,776,000 | 21 |
YTD Gross Income corporate trust and agency | $148,589,000 | 4 |
Investment management and investment advisory agency accounts income | $108,677,000 | 8 |
Foundation and endowment and agency accounts income | $12,387,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $61,659,000 | 9 |
YTD Gross income other trust accounts | $39,773,000 | 8 |
Gross Fiduciary activities income | $709,277,000 | 8 |
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 | $166,863,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,686,000 | 37 |
YTD Gross Income employee benefit defined benefit | $5,430,000 | 15 |
YTD Gross Income from other retirement accounts | $2,473,000 | 22 |
YTD Gross Income corporate trust and agency | $97,867,000 | 4 |
Investment management and investment advisory agency accounts income | $74,152,000 | 9 |
Foundation and endowment and agency accounts income | $8,277,000 | 5 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $41,450,000 | 9 |
YTD Gross income other trust accounts | $27,602,000 | 8 |
Gross Fiduciary activities income | $477,011,000 | 8 |
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 | $82,754,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $807,000 | 36 |
YTD Gross Income employee benefit defined benefit | $2,720,000 | 15 |
YTD Gross Income from other retirement accounts | $1,182,000 | 21 |
YTD Gross Income corporate trust and agency | $48,875,000 | 4 |
Investment management and investment advisory agency accounts income | $37,729,000 | 9 |
Foundation and endowment and agency accounts income | $3,896,000 | 6 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $21,098,000 | 9 |
YTD Gross income other trust accounts | $14,922,000 | 7 |
Gross Fiduciary activities income | $238,682,000 | 8 |
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 | $322,725,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,847,000 | 34 |
YTD Gross Income employee benefit defined benefit | $9,478,000 | 17 |
YTD Gross Income from other retirement accounts | $4,295,000 | 23 |
YTD Gross Income corporate trust and agency | $227,258,000 | 5 |
Investment management and investment advisory agency accounts income | $179,839,000 | 6 |
Foundation and endowment and agency accounts income | $13,039,000 | 6 |
YTD Gross income other trust and agency accounts | $89,591,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $81,010,000 | 9 |
YTD Gross income other trust accounts | $58,460,000 | 7 |
Gross Fiduciary activities income | $989,542,000 | 7 |
YTD fiduciary expense (Dec. only) | $700,092,000 | 7 |
YTD fiduciary net loss (Dec. only) | $2,894,000 | 12 |
YTD fiduciary intracompany income (Dec. only) | $326,693,000 | 2 |
YTD net fiduciary income (Dec. only) | $613,249,000 | 4 |
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 | $242,015,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,905,000 | 33 |
YTD Gross Income employee benefit defined benefit | $7,414,000 | 17 |
YTD Gross Income from other retirement accounts | $2,517,000 | 31 |
YTD Gross Income corporate trust and agency | $172,960,000 | 3 |
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 | $42,391,000 | 9 |
YTD Gross income other trust accounts | $52,558,000 | 7 |
Gross Fiduciary activities income | $745,530,000 | 7 |
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 | $155,890,000 | 3 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,984,000 | 33 |
YTD Gross Income employee benefit defined benefit | $4,874,000 | 16 |
YTD Gross Income from other retirement accounts | $1,674,000 | 33 |
YTD Gross Income corporate trust and agency | $117,270,000 | 3 |
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 | $27,969,000 | 9 |
YTD Gross income other trust accounts | $35,719,000 | 7 |
Gross Fiduciary activities income | $494,666,000 | 7 |
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 | $70,510,000 | 4 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $950,000 | 34 |
YTD Gross Income employee benefit defined benefit | $2,515,000 | 16 |
YTD Gross Income from other retirement accounts | $868,000 | 30 |
YTD Gross Income corporate trust and agency | $59,392,000 | 3 |
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 | $14,723,000 | 8 |
YTD Gross income other trust accounts | $17,603,000 | 7 |
Gross Fiduciary activities income | $242,046,000 | 7 |
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 | $134,039,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,103,295,000 | 7 |
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 | $847,508,000 | 7 |
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 | $573,718,000 | 8 |
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 | $280,723,000 | 8 |
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 | $147,399,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,122,253,000 | 8 |
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 | $832,709,000 | 8 |
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 | $562,647,000 | 8 |
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 | $272,419,000 | 7 |
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 | $121,281,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,057,944,000 | 7 |
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 | $782,965,000 | 7 |
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 | $517,715,000 | 7 |
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 | $250,313,000 | 7 |
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 | $103,467,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $732,789,000 | 9 |
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 | $546,527,000 | 9 |
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 | $364,661,000 | 9 |
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 | $179,402,000 | 8 |
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 | $82,719,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $715,278,000 | 8 |
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 | $520,119,000 | 8 |
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 | $351,648,000 | 9 |
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 | $174,477,000 | 8 |
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 | $74,243,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $665,921,000 | 6 |
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 | $493,967,000 | 6 |
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 | $327,295,000 | 7 |
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 | $158,370,000 | 6 |
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 | $16,908,000 | 11 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $609,113,000 | 9 |
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 | $249,000 | 74 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $733,610,000 | 7 |
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 | $440,617,000 | 13 |
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 | $268,112,000 | 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 | 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 | $73,140,000 | 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 |
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 | $56,722,000 | 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 |
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 | $46,978,000 | 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 |
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 | $39,220,000 | 60 |
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 | $34,358,000 | 67 |
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 | $33,629,000 | 66 |
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 | $28,669,000 | 73 |
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 |