Home > Wilmington Trust Company > Number of Fiduciary and Related Asset Accounts
Wilmington Trust Company, Number of Fiduciary and Related Asset Accounts
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,712,000 | 20 |
Number of Managed Accounts | $7,408,000 | 29 |
Personal Trust and Agency Accounts | $4,988,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 94 |
Employee Benefit-defined Benefit Accounts | $76,000 | 21 |
Number of other employee benefit and retirement-related accounts | $344,000 | 100 |
Corporate Trust and Agency Accounts | $182,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $1,612,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 44 |
Other Fiduciary Accounts | $32,000 | 24 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $344,000 | 89 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,304,000 | 13 |
Personal Trust and Agency Accounts | $1,741,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,311,000 | 10 |
Employee Benefit-defined Benefit Accounts | $320,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $74,000 | 114 |
Corporate Trust and Agency Accounts | $16,321,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 61 |
Number (#) individual retirement, health savings, and other similar accounts | $183,000 | 8 |
Other Fiduciary Accounts | $338,000 | 13 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,024,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 175 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,848,000 | 19 |
Number of Managed Accounts | $7,547,000 | 28 |
Personal Trust and Agency Accounts | $5,051,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $46,000 | 93 |
Employee Benefit-defined Benefit Accounts | $79,000 | 20 |
Number of other employee benefit and retirement-related accounts | $351,000 | 98 |
Corporate Trust and Agency Accounts | $182,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,676,000 | 36 |
Number of foundation and endowment trust and agency accounts, managed assets | $130,000 | 43 |
Other Fiduciary Accounts | $32,000 | 24 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $351,000 | 86 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,301,000 | 14 |
Personal Trust and Agency Accounts | $1,752,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,230,000 | 11 |
Employee Benefit-defined Benefit Accounts | $317,000 | 13 |
Number non-managed other employee benefit and retirement-related accounts | $73,000 | 115 |
Corporate Trust and Agency Accounts | $16,405,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | $6,000 | 98 |
Number (#) individual retirement, health savings, and other similar accounts | $185,000 | 8 |
Other Fiduciary Accounts | $333,000 | 14 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,998,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $37,000 | 178 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,692,000 | 18 |
Number of Managed Accounts | $7,573,000 | 28 |
Personal Trust and Agency Accounts | $5,023,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $47,000 | 105 |
Employee Benefit-defined Benefit Accounts | $78,000 | 21 |
Number of other employee benefit and retirement-related accounts | $364,000 | 95 |
Corporate Trust and Agency Accounts | $185,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,713,000 | 31 |
Number of foundation and endowment trust and agency accounts, managed assets | $131,000 | 40 |
Other Fiduciary Accounts | $32,000 | 30 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $364,000 | 86 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,345,000 | 28 |
Number of Non-Managed Accounts | $23,119,000 | 13 |
Personal Trust and Agency Accounts | $1,762,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,199,000 | 10 |
Employee Benefit-defined Benefit Accounts | $361,000 | 12 |
Number non-managed other employee benefit and retirement-related accounts | $53,000 | 243 |
Corporate Trust and Agency Accounts | $17,209,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | $8,000 | 148 |
Number (#) individual retirement, health savings, and other similar accounts | $186,000 | 8 |
Other Fiduciary Accounts | $341,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,100,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $36,000 | 360 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,598,000 | 28 |
Number of Managed Accounts | $7,192,000 | 28 |
Personal Trust and Agency Accounts | $4,876,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 99 |
Employee Benefit-defined Benefit Accounts | $70,000 | 20 |
Number of other employee benefit and retirement-related accounts | $350,000 | 93 |
Corporate Trust and Agency Accounts | $96,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,628,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 52 |
Other Fiduciary Accounts | $30,000 | 28 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $350,000 | 85 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,406,000 | 21 |
Personal Trust and Agency Accounts | $1,613,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,201,000 | 13 |
Employee Benefit-defined Benefit Accounts | $266,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 146 |
Corporate Trust and Agency Accounts | $3,873,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $5,000 | 105 |
Number (#) individual retirement, health savings, and other similar accounts | $178,000 | 8 |
Other Fiduciary Accounts | $230,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,428,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $27,000 | 190 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,747,000 | 28 |
Number of Managed Accounts | $7,269,000 | 27 |
Personal Trust and Agency Accounts | $4,917,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $44,000 | 98 |
Employee Benefit-defined Benefit Accounts | $69,000 | 20 |
Number of other employee benefit and retirement-related accounts | $356,000 | 85 |
Corporate Trust and Agency Accounts | $98,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,652,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 48 |
Other Fiduciary Accounts | $31,000 | 27 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $356,000 | 74 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,478,000 | 22 |
Personal Trust and Agency Accounts | $1,631,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,167,000 | 14 |
Employee Benefit-defined Benefit Accounts | $261,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 145 |
Corporate Trust and Agency Accounts | $3,965,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 133 |
Number (#) individual retirement, health savings, and other similar accounts | $180,000 | 9 |
Other Fiduciary Accounts | $229,000 | 15 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,456,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $29,000 | 182 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,641,000 | 29 |
Number of Managed Accounts | $7,306,000 | 26 |
Personal Trust and Agency Accounts | $4,942,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $43,000 | 95 |
Employee Benefit-defined Benefit Accounts | $67,000 | 23 |
Number of other employee benefit and retirement-related accounts | $358,000 | 85 |
Corporate Trust and Agency Accounts | $64,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $1,691,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 46 |
Other Fiduciary Accounts | $37,000 | 26 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $358,000 | 73 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,335,000 | 22 |
Personal Trust and Agency Accounts | $1,638,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,128,000 | 15 |
Employee Benefit-defined Benefit Accounts | $256,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 137 |
Corporate Trust and Agency Accounts | $3,869,000 | 11 |
Number of investment management and advisory agency accounts, non-managed assets | $2,000 | 129 |
Number (#) individual retirement, health savings, and other similar accounts | $179,000 | 9 |
Other Fiduciary Accounts | $220,000 | 19 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,454,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $30,000 | 180 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $17,698,000 | 28 |
Number of Managed Accounts | $7,331,000 | 29 |
Personal Trust and Agency Accounts | $4,942,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $42,000 | 112 |
Employee Benefit-defined Benefit Accounts | $63,000 | 27 |
Number of other employee benefit and retirement-related accounts | $361,000 | 87 |
Corporate Trust and Agency Accounts | $64,000 | 13 |
Number of managed investment management and investment advisory agency accounts | $1,721,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | $107,000 | 46 |
Other Fiduciary Accounts | $31,000 | 33 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | $361,000 | 76 |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $2,294,000 | 29 |
Number of Non-Managed Accounts | $10,367,000 | 21 |
Personal Trust and Agency Accounts | $1,606,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,093,000 | 17 |
Employee Benefit-defined Benefit Accounts | $258,000 | 16 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 293 |
Corporate Trust and Agency Accounts | $5,974,000 | 10 |
Number of investment management and advisory agency accounts, non-managed assets | $1,000 | 279 |
Number (#) individual retirement, health savings, and other similar accounts | $179,000 | 10 |
Other Fiduciary Accounts | $216,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,558,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | $39,000 | 349 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,856,000 | 21 |
Number of Managed Accounts | $7,765,000 | 28 |
Personal Trust and Agency Accounts | $5,049,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 86 |
Employee Benefit-defined Benefit Accounts | $72,000 | 24 |
Number of other employee benefit and retirement-related accounts | $381,000 | 78 |
Corporate Trust and Agency Accounts | $154,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $2,014,000 | 30 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $40,000 | 27 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,091,000 | 14 |
Personal Trust and Agency Accounts | $1,714,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,932,000 | 9 |
Employee Benefit-defined Benefit Accounts | $360,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 145 |
Corporate Trust and Agency Accounts | $17,711,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $331,000 | 18 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,107,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,771,000 | 21 |
Number of Managed Accounts | $7,823,000 | 29 |
Personal Trust and Agency Accounts | $5,063,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 86 |
Employee Benefit-defined Benefit Accounts | $74,000 | 26 |
Number of other employee benefit and retirement-related accounts | $395,000 | 77 |
Corporate Trust and Agency Accounts | $154,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $2,041,000 | 33 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $40,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,948,000 | 14 |
Personal Trust and Agency Accounts | $1,740,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,856,000 | 9 |
Employee Benefit-defined Benefit Accounts | $353,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $42,000 | 152 |
Corporate Trust and Agency Accounts | $17,634,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $323,000 | 18 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,403,000 | 29 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,610,000 | 22 |
Number of Managed Accounts | $7,805,000 | 28 |
Personal Trust and Agency Accounts | $5,072,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 87 |
Employee Benefit-defined Benefit Accounts | $70,000 | 27 |
Number of other employee benefit and retirement-related accounts | $376,000 | 81 |
Corporate Trust and Agency Accounts | $174,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $2,015,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $41,000 | 27 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,805,000 | 13 |
Personal Trust and Agency Accounts | $1,711,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,758,000 | 8 |
Employee Benefit-defined Benefit Accounts | $339,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $43,000 | 152 |
Corporate Trust and Agency Accounts | $17,631,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $323,000 | 18 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,593,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,143,000 | 20 |
Number of Managed Accounts | $7,774,000 | 30 |
Personal Trust and Agency Accounts | $5,049,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $57,000 | 95 |
Employee Benefit-defined Benefit Accounts | $69,000 | 26 |
Number of other employee benefit and retirement-related accounts | $374,000 | 88 |
Corporate Trust and Agency Accounts | $177,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $2,010,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $38,000 | 31 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,369,000 | 13 |
Personal Trust and Agency Accounts | $1,714,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $9,108,000 | 4 |
Employee Benefit-defined Benefit Accounts | $357,000 | 14 |
Number non-managed other employee benefit and retirement-related accounts | $32,000 | 346 |
Corporate Trust and Agency Accounts | $17,811,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $347,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,671,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,134,000 | 19 |
Number of Managed Accounts | $7,683,000 | 28 |
Personal Trust and Agency Accounts | $5,011,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $56,000 | 89 |
Employee Benefit-defined Benefit Accounts | $68,000 | 27 |
Number of other employee benefit and retirement-related accounts | $371,000 | 83 |
Corporate Trust and Agency Accounts | $165,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,974,000 | 36 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $38,000 | 28 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,451,000 | 12 |
Personal Trust and Agency Accounts | $1,696,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,906,000 | 4 |
Employee Benefit-defined Benefit Accounts | $356,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 176 |
Corporate Trust and Agency Accounts | $18,118,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $342,000 | 17 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,847,000 | 29 |
Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $37,036,000 | 19 |
Number of Managed Accounts | $7,730,000 | 29 |
Personal Trust and Agency Accounts | $5,014,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $54,000 | 91 |
Employee Benefit-defined Benefit Accounts | $67,000 | 28 |
Number of other employee benefit and retirement-related accounts | $365,000 | 82 |
Corporate Trust and Agency Accounts | $213,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,979,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $38,000 | 29 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,306,000 | 14 |
Personal Trust and Agency Accounts | $1,672,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,869,000 | 4 |
Employee Benefit-defined Benefit Accounts | $342,000 | 15 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 176 |
Corporate Trust and Agency Accounts | $18,045,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $345,000 | 17 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,881,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $36,971,000 | 18 |
Number of Managed Accounts | $7,699,000 | 29 |
Personal Trust and Agency Accounts | $5,084,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $55,000 | 88 |
Employee Benefit-defined Benefit Accounts | $66,000 | 26 |
Number of other employee benefit and retirement-related accounts | $340,000 | 83 |
Corporate Trust and Agency Accounts | $208,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,908,000 | 41 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $38,000 | 34 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $29,272,000 | 13 |
Personal Trust and Agency Accounts | $1,674,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,815,000 | 4 |
Employee Benefit-defined Benefit Accounts | $323,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $33,000 | 178 |
Corporate Trust and Agency Accounts | $18,086,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $341,000 | 17 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,935,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $0 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $36,501,000 | 19 |
Number of Managed Accounts | $7,916,000 | 30 |
Personal Trust and Agency Accounts | $5,098,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 97 |
Employee Benefit-defined Benefit Accounts | $66,000 | 30 |
Number of other employee benefit and retirement-related accounts | $347,000 | 84 |
Corporate Trust and Agency Accounts | $403,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $1,908,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $36,000 | 45 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $4,000 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,585,000 | 13 |
Personal Trust and Agency Accounts | $1,680,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,766,000 | 5 |
Employee Benefit-defined Benefit Accounts | $304,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 333 |
Corporate Trust and Agency Accounts | $17,458,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $341,000 | 22 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,137,000 | 32 |
Fiduciary Accounts Held in Foreign Offices | $116,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $36,260,000 | 20 |
Number of Managed Accounts | $7,931,000 | 29 |
Personal Trust and Agency Accounts | $5,173,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 88 |
Employee Benefit-defined Benefit Accounts | $67,000 | 29 |
Number of other employee benefit and retirement-related accounts | $333,000 | 79 |
Corporate Trust and Agency Accounts | $377,000 | 2 |
Number of managed investment management and investment advisory agency accounts | $1,893,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $30,000 | 38 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $3,000 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $28,329,000 | 12 |
Personal Trust and Agency Accounts | $1,682,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,705,000 | 5 |
Employee Benefit-defined Benefit Accounts | $314,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $36,000 | 168 |
Corporate Trust and Agency Accounts | $17,252,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $340,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $5,114,000 | 29 |
Fiduciary Accounts Held in Foreign Offices | $115,000 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $35,921,000 | 20 |
Number of Managed Accounts | $8,050,000 | 29 |
Personal Trust and Agency Accounts | $5,295,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $58,000 | 93 |
Employee Benefit-defined Benefit Accounts | $69,000 | 30 |
Number of other employee benefit and retirement-related accounts | $333,000 | 76 |
Corporate Trust and Agency Accounts | $328,000 | 5 |
Number of managed investment management and investment advisory agency accounts | $1,938,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $29,000 | 39 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $7,000 | 11 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,871,000 | 12 |
Personal Trust and Agency Accounts | $1,689,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,677,000 | 5 |
Employee Benefit-defined Benefit Accounts | $312,000 | 17 |
Number non-managed other employee benefit and retirement-related accounts | $41,000 | 163 |
Corporate Trust and Agency Accounts | $16,789,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $363,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,985,000 | 30 |
Fiduciary Accounts Held in Foreign Offices | $103,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $35,031,000 | 21 |
Number of Managed Accounts | $7,979,000 | 28 |
Personal Trust and Agency Accounts | $5,322,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $62,000 | 93 |
Employee Benefit-defined Benefit Accounts | $67,000 | 31 |
Number of other employee benefit and retirement-related accounts | $326,000 | 78 |
Corporate Trust and Agency Accounts | $265,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,912,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $25,000 | 41 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $2,000 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $27,052,000 | 12 |
Personal Trust and Agency Accounts | $1,718,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,589,000 | 6 |
Employee Benefit-defined Benefit Accounts | $284,000 | 18 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 162 |
Corporate Trust and Agency Accounts | $16,061,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $360,000 | 16 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,851,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $109,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $34,292,000 | 21 |
Number of Managed Accounts | $7,974,000 | 29 |
Personal Trust and Agency Accounts | $5,385,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 88 |
Employee Benefit-defined Benefit Accounts | $67,000 | 33 |
Number of other employee benefit and retirement-related accounts | $324,000 | 83 |
Corporate Trust and Agency Accounts | $227,000 | 8 |
Number of managed investment management and investment advisory agency accounts | $1,877,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $19,000 | 66 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $2,000 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $26,318,000 | 12 |
Personal Trust and Agency Accounts | $1,745,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $8,293,000 | 5 |
Employee Benefit-defined Benefit Accounts | $273,000 | 19 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 325 |
Corporate Trust and Agency Accounts | $15,611,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $359,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,925,000 | 31 |
Fiduciary Accounts Held in Foreign Offices | $106,000 | 12 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $33,174,000 | 21 |
Number of Managed Accounts | $7,956,000 | 27 |
Personal Trust and Agency Accounts | $5,400,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 85 |
Employee Benefit-defined Benefit Accounts | $66,000 | 32 |
Number of other employee benefit and retirement-related accounts | $326,000 | 83 |
Corporate Trust and Agency Accounts | $198,000 | 7 |
Number of managed investment management and investment advisory agency accounts | $1,872,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $19,000 | 50 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 12 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $25,218,000 | 12 |
Personal Trust and Agency Accounts | $1,716,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,589,000 | 6 |
Employee Benefit-defined Benefit Accounts | $274,000 | 20 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 167 |
Corporate Trust and Agency Accounts | $15,253,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $348,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,829,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $85,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $32,591,000 | 21 |
Number of Managed Accounts | $7,997,000 | 28 |
Personal Trust and Agency Accounts | $5,446,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 84 |
Employee Benefit-defined Benefit Accounts | $69,000 | 32 |
Number of other employee benefit and retirement-related accounts | $328,000 | 83 |
Corporate Trust and Agency Accounts | $184,000 | 9 |
Number of managed investment management and investment advisory agency accounts | $1,878,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $19,000 | 56 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $24,594,000 | 13 |
Personal Trust and Agency Accounts | $1,657,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,313,000 | 7 |
Employee Benefit-defined Benefit Accounts | $262,000 | 21 |
Number non-managed other employee benefit and retirement-related accounts | $37,000 | 170 |
Corporate Trust and Agency Accounts | $14,980,000 | 8 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $345,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,499,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $55,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,766,000 | 20 |
Number of Managed Accounts | $7,926,000 | 28 |
Personal Trust and Agency Accounts | $5,397,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 83 |
Employee Benefit-defined Benefit Accounts | $68,000 | 32 |
Number of other employee benefit and retirement-related accounts | $335,000 | 79 |
Corporate Trust and Agency Accounts | $162,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $1,872,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $19,000 | 59 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,840,000 | 13 |
Personal Trust and Agency Accounts | $1,666,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,962,000 | 8 |
Employee Benefit-defined Benefit Accounts | $244,000 | 22 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 173 |
Corporate Trust and Agency Accounts | $14,591,000 | 8 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $337,000 | 19 |
Memoranda | ||
Custody and Safekeeping Accounts | $4,107,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $62,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,990,000 | 20 |
Number of Managed Accounts | $8,068,000 | 30 |
Personal Trust and Agency Accounts | $5,405,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 95 |
Employee Benefit-defined Benefit Accounts | $67,000 | 33 |
Number of other employee benefit and retirement-related accounts | $340,000 | 79 |
Corporate Trust and Agency Accounts | $317,000 | 6 |
Number of managed investment management and investment advisory agency accounts | $1,848,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $18,000 | 82 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,922,000 | 13 |
Personal Trust and Agency Accounts | $1,656,000 | 13 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $7,133,000 | 9 |
Employee Benefit-defined Benefit Accounts | $223,000 | 23 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 327 |
Corporate Trust and Agency Accounts | $14,533,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $337,000 | 25 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,607,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $53,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $31,030,000 | 19 |
Number of Managed Accounts | $7,903,000 | 27 |
Personal Trust and Agency Accounts | $5,354,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $73,000 | 87 |
Employee Benefit-defined Benefit Accounts | $65,000 | 33 |
Number of other employee benefit and retirement-related accounts | $326,000 | 76 |
Corporate Trust and Agency Accounts | $200,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $1,867,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $18,000 | 57 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $23,127,000 | 13 |
Personal Trust and Agency Accounts | $1,621,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,850,000 | 9 |
Employee Benefit-defined Benefit Accounts | $209,000 | 24 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 164 |
Corporate Trust and Agency Accounts | $14,043,000 | 7 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $364,000 | 18 |
Memoranda | ||
Custody and Safekeeping Accounts | $3,132,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $49,000 | 10 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $30,301,000 | 20 |
Number of Managed Accounts | $7,793,000 | 27 |
Personal Trust and Agency Accounts | $5,261,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $75,000 | 87 |
Employee Benefit-defined Benefit Accounts | $70,000 | 29 |
Number of other employee benefit and retirement-related accounts | $318,000 | 77 |
Corporate Trust and Agency Accounts | $198,000 | 10 |
Number of managed investment management and investment advisory agency accounts | $1,853,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $18,000 | 54 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $6,000 | 13 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,508,000 | 15 |
Personal Trust and Agency Accounts | $1,616,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $6,789,000 | 9 |
Employee Benefit-defined Benefit Accounts | $169,000 | 27 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 170 |
Corporate Trust and Agency Accounts | $13,575,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $321,000 | 20 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,874,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $11,000 | 11 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $29,673,000 | 20 |
Number of Managed Accounts | $7,669,000 | 28 |
Personal Trust and Agency Accounts | $5,187,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 85 |
Employee Benefit-defined Benefit Accounts | $70,000 | 33 |
Number of other employee benefit and retirement-related accounts | $305,000 | 80 |
Corporate Trust and Agency Accounts | $149,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,858,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $18,000 | 55 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $14,000 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $22,004,000 | 15 |
Personal Trust and Agency Accounts | $2,335,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,904,000 | 9 |
Employee Benefit-defined Benefit Accounts | $167,000 | 28 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 170 |
Corporate Trust and Agency Accounts | $13,226,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $334,000 | 21 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,884,000 | 34 |
Fiduciary Accounts Held in Foreign Offices | $9,000 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,978,000 | 22 |
Number of Managed Accounts | $7,496,000 | 33 |
Personal Trust and Agency Accounts | $5,116,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $79,000 | 93 |
Employee Benefit-defined Benefit Accounts | $67,000 | 34 |
Number of other employee benefit and retirement-related accounts | $300,000 | 85 |
Corporate Trust and Agency Accounts | $115,000 | 16 |
Number of managed investment management and investment advisory agency accounts | $1,801,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $18,000 | 84 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $5,000 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $21,482,000 | 17 |
Personal Trust and Agency Accounts | $2,300,000 | 8 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,659,000 | 8 |
Employee Benefit-defined Benefit Accounts | $168,000 | 31 |
Number non-managed other employee benefit and retirement-related accounts | $38,000 | 331 |
Corporate Trust and Agency Accounts | $13,012,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $305,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,793,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $26,000 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $28,221,000 | 22 |
Number of Managed Accounts | $7,429,000 | 31 |
Personal Trust and Agency Accounts | $5,127,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $82,000 | 79 |
Employee Benefit-defined Benefit Accounts | $78,000 | 33 |
Number of other employee benefit and retirement-related accounts | $286,000 | 83 |
Corporate Trust and Agency Accounts | $72,000 | 20 |
Number of managed investment management and investment advisory agency accounts | $1,767,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $17,000 | 57 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,792,000 | 17 |
Personal Trust and Agency Accounts | $2,289,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,227,000 | 8 |
Employee Benefit-defined Benefit Accounts | $155,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 167 |
Corporate Trust and Agency Accounts | $12,782,000 | 5 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $300,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,742,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $13,000 | 13 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,705,000 | 23 |
Number of Managed Accounts | $7,411,000 | 30 |
Personal Trust and Agency Accounts | $5,091,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $90,000 | 76 |
Employee Benefit-defined Benefit Accounts | $78,000 | 30 |
Number of other employee benefit and retirement-related accounts | $304,000 | 78 |
Corporate Trust and Agency Accounts | $70,000 | 21 |
Number of managed investment management and investment advisory agency accounts | $1,762,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $16,000 | 59 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 14 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $20,294,000 | 18 |
Personal Trust and Agency Accounts | $2,322,000 | 7 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $5,041,000 | 9 |
Employee Benefit-defined Benefit Accounts | $147,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $39,000 | 177 |
Corporate Trust and Agency Accounts | $12,452,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $293,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,844,000 | 35 |
Fiduciary Accounts Held in Foreign Offices | $13,000 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $27,071,000 | 24 |
Number of Managed Accounts | $7,473,000 | 30 |
Personal Trust and Agency Accounts | $5,178,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $77,000 | 91 |
Employee Benefit-defined Benefit Accounts | $79,000 | 32 |
Number of other employee benefit and retirement-related accounts | $305,000 | 77 |
Corporate Trust and Agency Accounts | $144,000 | 11 |
Number of managed investment management and investment advisory agency accounts | $1,673,000 | 35 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $17,000 | 61 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $19,598,000 | 19 |
Personal Trust and Agency Accounts | $2,310,000 | 6 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $4,739,000 | 9 |
Employee Benefit-defined Benefit Accounts | $142,000 | 30 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 170 |
Corporate Trust and Agency Accounts | $12,073,000 | 6 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $294,000 | 23 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,799,000 | 36 |
Fiduciary Accounts Held in Foreign Offices | $4,000 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,814,000 | 34 |
Number of Managed Accounts | $6,862,000 | 36 |
Personal Trust and Agency Accounts | $4,847,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $81,000 | 97 |
Employee Benefit-defined Benefit Accounts | $74,000 | 34 |
Number of other employee benefit and retirement-related accounts | $318,000 | 76 |
Corporate Trust and Agency Accounts | $51,000 | 33 |
Number of managed investment management and investment advisory agency accounts | $1,475,000 | 40 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $16,000 | 108 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,952,000 | 28 |
Personal Trust and Agency Accounts | $1,969,000 | 11 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,794,000 | 9 |
Employee Benefit-defined Benefit Accounts | $109,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $40,000 | 340 |
Corporate Trust and Agency Accounts | $2,828,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $212,000 | 34 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,358,000 | 44 |
Fiduciary Accounts Held in Foreign Offices | $2,000 | 15 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,514,000 | 34 |
Number of Managed Accounts | $6,836,000 | 34 |
Personal Trust and Agency Accounts | $4,831,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $89,000 | 85 |
Employee Benefit-defined Benefit Accounts | $78,000 | 32 |
Number of other employee benefit and retirement-related accounts | $319,000 | 66 |
Corporate Trust and Agency Accounts | $21,000 | 41 |
Number of managed investment management and investment advisory agency accounts | $1,480,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $18,000 | 79 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,678,000 | 26 |
Personal Trust and Agency Accounts | $1,902,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,679,000 | 9 |
Employee Benefit-defined Benefit Accounts | $112,000 | 32 |
Number non-managed other employee benefit and retirement-related accounts | $41,000 | 179 |
Corporate Trust and Agency Accounts | $2,736,000 | 17 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $208,000 | 30 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,354,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $6,000 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,407,000 | 36 |
Number of Managed Accounts | $6,708,000 | 35 |
Personal Trust and Agency Accounts | $4,730,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 87 |
Employee Benefit-defined Benefit Accounts | $78,000 | 32 |
Number of other employee benefit and retirement-related accounts | $322,000 | 68 |
Corporate Trust and Agency Accounts | $23,000 | 40 |
Number of managed investment management and investment advisory agency accounts | $1,445,000 | 39 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $17,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,699,000 | 29 |
Personal Trust and Agency Accounts | $1,911,000 | 10 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,706,000 | 9 |
Employee Benefit-defined Benefit Accounts | $101,000 | 36 |
Number non-managed other employee benefit and retirement-related accounts | $44,000 | 179 |
Corporate Trust and Agency Accounts | $2,728,000 | 19 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $209,000 | 26 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,359,000 | 45 |
Fiduciary Accounts Held in Foreign Offices | $4,000 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $15,177,000 | 35 |
Number of Managed Accounts | $6,781,000 | 35 |
Personal Trust and Agency Accounts | $4,760,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $93,000 | 97 |
Employee Benefit-defined Benefit Accounts | $86,000 | 28 |
Number of other employee benefit and retirement-related accounts | $325,000 | 65 |
Corporate Trust and Agency Accounts | $21,000 | 48 |
Number of managed investment management and investment advisory agency accounts | $1,479,000 | 37 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $17,000 | 75 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,396,000 | 29 |
Personal Trust and Agency Accounts | $1,867,000 | 9 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,604,000 | 10 |
Employee Benefit-defined Benefit Accounts | $91,000 | 44 |
Number non-managed other employee benefit and retirement-related accounts | $51,000 | 167 |
Corporate Trust and Agency Accounts | $2,575,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $208,000 | 28 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,413,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $3,000 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $14,937,000 | 35 |
Number of Managed Accounts | $6,876,000 | 36 |
Personal Trust and Agency Accounts | $4,795,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $100,000 | 102 |
Employee Benefit-defined Benefit Accounts | $89,000 | 29 |
Number of other employee benefit and retirement-related accounts | $348,000 | 71 |
Corporate Trust and Agency Accounts | $25,000 | 69 |
Number of managed investment management and investment advisory agency accounts | $1,502,000 | 38 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $17,000 | 105 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 17 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $8,061,000 | 29 |
Personal Trust and Agency Accounts | $1,757,000 | 12 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $3,288,000 | 11 |
Employee Benefit-defined Benefit Accounts | $114,000 | 43 |
Number non-managed other employee benefit and retirement-related accounts | $53,000 | 285 |
Corporate Trust and Agency Accounts | $2,648,000 | 21 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $201,000 | 35 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,414,000 | 42 |
Fiduciary Accounts Held in Foreign Offices | $3,000 | 16 |
# of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
Number of Fiduciary Accounts and Related Asset Accounts | $13,595,000 | 35 |
Number of Managed Accounts | $6,903,000 | 38 |
Personal Trust and Agency Accounts | $4,569,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $333,000 | 33 |
Employee Benefit-defined Benefit Accounts | $93,000 | 35 |
Number of other employee benefit and retirement-related accounts | $332,000 | 71 |
Corporate Trust and Agency Accounts | $21,000 | 83 |
Number of managed investment management and investment advisory agency accounts | $1,538,000 | 34 |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | $17,000 | 106 |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | $6,692,000 | 27 |
Personal Trust and Agency Accounts | $1,407,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | $2,409,000 | 12 |
Employee Benefit-defined Benefit Accounts | $134,000 | 37 |
Number non-managed other employee benefit and retirement-related accounts | $56,000 | 269 |
Corporate Trust and Agency Accounts | $2,506,000 | 20 |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | $180,000 | 33 |
Memoranda | ||
Custody and Safekeeping Accounts | $2,696,000 | 33 |
Fiduciary Accounts Held in Foreign Offices | $5,000 | 14 |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number of other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of managed investment management and investment advisory agency accounts | NA | NA |
Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Fiduciary Accounts Held in Foreign Offices | NA | NA |
Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Personal Trust and Agency Accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee Benefit-defined Contribution Accounts | NA | NA |
Employee Benefit-defined Benefit Accounts | NA | NA |
Number non-managed other employee benefit and retirement-related accounts | NA | NA |
Corporate Trust and Agency Accounts | NA | NA |
Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
Other Fiduciary Accounts | NA | NA |
Memoranda | ||
Custody and Safekeeping Accounts | NA | NA |
Fiduciary Accounts Held in Foreign Offices | NA | NA |
# of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |