Each depositor insured to at least $250,000 per insured bank



Home > Industry Analysis > Bank Data & Statistics > Trust Institutions Information




Trust Institutions Information

Table III.
Trust Services, All FDIC-Insured Institutions and Federally Chartered Trust Companies
December 31, 2005 Geographic Regions
New York Atlanta Chicago Kansas City Dallas San Francisco
(dollar figures in millions)
Number of institutions reporting 1,151 1,234 1,895 2,079 1,799 774
Number of institutions with fiduciary powers 387 226 656 659 550 122
Number of institutions exercising fiduciary powers 306 149 555 482 360 98
Number of institutions reporting fiduciary activity 300 143 517 475 343 95
Fiduciary and related assets -- managed assets
Personal trust and agency accounts: 212,151 207,852 247,601 65,677 34,187 32,386
Noninterest-bearing deposits 169 -15 243 14 36 50
Interest-bearing deposits 2,770 2,403 1,536 787 760 272
U.S. Treasury and U.S. Government agency obligations 10,478 8,772 9,209 4,462 4,134 2,045
State, county and municipal obligations 18,341 19,352 26,720 6,051 3,658 3,938
Money market mutual funds 8,654 10,094 11,183 1,490 2,510 1,866
Other short-term obligations 1,766 929 5,622 132 191 977
Other notes and bonds 9,921 6,930 9,157 1,726 1,254 1,417
Common and preferred stocks 140,684 143,512 164,317 44,969 17,137 16,639
Real estate mortgages 275 332 523 232 137 82
Real estate 2,757 10,795 8,106 3,734 2,589 3,152
Miscellaneous assets 16,254 4,743 10,977 2,027 1,772 1,903
Retirement related trust and agency accounts:
Employee benefit -- defined contribution 140,213 39,875 42,297 6,704 3,950 149,399
Employee benefit -- defined benefit 909,952 22,438 139,771 6,062 2,973 425,436
Other retirement accounts 191,130 20,952 133,936 5,743 3,257 3,737
Corporate trust and agency accounts 23,657 3,209 92,700 2,784 1,340 628
Investment management agency accounts 776,791 192,758 340,032 48,112 28,605 41,787
Other fiduciary accounts 167,105 5,587 61,968 15,193 797 80,023
Total managed fiduciary accounts:
Assets 2,420,999 492,672 1,058,304 150,274 75,109 733,396
Number of accounts 1,784,793 537,595 403,650 151,537 85,999 55,290
Fiduciary and related assets -- non-managed assets
Personal trust and agency accounts 94,701 39,371 143,707 16,449 5,300 6,904
Retirement related trust and agency accounts:
Employee benefit -- defined contribution 1,114,827 81,751 243,576 102,904 17,158 40,955
Employee benefit -- defined benefit 2,600,089 58,756 1,023,698 37,090 4,306 71,269
Other retirement accounts 1,536,521 45,815 486,878 7,930 26,605 9,745
Corporate trust and agency accounts 982,736 121,355 1,120,025 192,277 15,720 276,322
Other fiduciary accounts 1,533,298 1,128 1,031,940 19,284 19,748 4,656
Total non-managed fiduciary accounts:
Assets 7,862,171 348,177 4,049,823 375,934 88,836 409,850
Number of accounts 14,032 98 985 120 396 107
Custody and safekeeping accounts:
Assets 55,192,573 827,583 10,841,828 479,350 67,257 791,864
Number of accounts 4,167,790 1,668,088 736,908 294,586 29,034 5,044,983
Fiduciary and related services income
Personal trust and agency accounts 1,552 1,560 1,652 441 191 218
Retirement related trust and agency accounts:
Employee benefit - defined contribution 507 235 244 197 47 104
Employee benefit - defined benefit 1,533 103 368 43 10 527
Other retirement accounts 228 141 409 51 52 23
Corporate trust and agency accounts 686 123 668 214 21 374
Investment management agency accounts 1,541 822 996 214 74 155
Other fiduciary accounts 824 15 419 37 28 211
Custody and safekeeping accounts 5,018 140 2,078 129 42 131
Other fiduciary and related services income 1,074 76 401 20 10 273
Total gross fiduciary and related services income 13,200 3,237 7,278 1,375 505 2,021
Less: Expenses 9,037 1,697 5,260 1,060 403 1,303
Less: Net losses from fiduciary and related services 97 23 48 10 5 10
Plus: Intracompany income credits for fiduciary & related services 891 31 238 12 100 25
Net fiduciary and related services income 4,453 1,536 2,140 301 184 729
Collective investment funds and common trust funds (market value)
Domestic equity funds 178,329 12,554 200,524 7,059 2,556 558,056
International/Global equity funds 86,850 1,752 19,523 740 189 265,747
Stock/Bond blend funds 68,473 2,592 7,146 588 841 8,314
Taxable bond funds 58,581 30,019 72,945 2,591 1,800 116,198
Municipal bond funds 3,334 2,639 53,022 1,155 461 222
Short term investments/Money market funds 105,640 8,318 76,039 12,077 47 128,358
Specialty/Other funds 54,637 4,143 68,045 248 10 12,313
Total collective investment funds 555,844 62,017 497,244 24,458 5,905 1,089,207



Last Updated 12/05/2007 Questions, Suggestions & Requests