TABLE A-4 TRUST ASSETS BY SIZE OF TRUST INSTITUTIONS ALL INSTITUTIONS DECEMBER 31, 1999 (DOLLARS IN THOUSANDS) --------- TRUSTS AND ESTATES --------- -------- AGENCIES -------- INST. EMPLOYEE PERSONAL ESTATES EMPLOYEE ALL REPORTING ASSET AMOUNT BENEFITS TRUSTS BENEFIT OTHERS TOTALS ASSETS ------------------------------------------------------------------------------------------------------------------------------------ DISCRETIONARY 230,123 1,186,632 171,358 16,256 204,892 1,809,261 840 NON-DISCRETIONARY 140,141 131,419 13,721 104,915 120,221 510,417 TOTAL ASSETS LESS THAN 10 MILLION 370,264 1,318,051 185,079 121,171 325,113 2,319,678 TOTAL NUMBER OF ACCOUNTS 3,411 18,643 1,172 2,804 3,340 29,370 DISCRETIONARY 336,743 1,561,906 139,691 64,518 528,972 2,631,830 219 NON-DISCRETIONARY 197,583 178,631 1,727 242,936 365,265 986,142 TOTAL ASSETS OF 10 MILLION OR MORE BUT LESS THAN 25 MILLION 534,326 1,740,537 141,418 307,454 894,237 3,617,972 TOTAL NUMBER OF ACCOUNTS 2,804 10,359 681 4,911 4,753 23,508 DISCRETIONARY 460,144 2,441,262 177,231 106,864 1,010,978 4,196,479 186 NON-DISCRETIONARY 483,842 274,035 14,200 504,903 1,232,835 2,509,815 TOTAL ASSETS OF 25 MILLION OR MORE BUT LESS THAN 50 MILLION 943,986 2,715,297 191,431 611,767 2,243,813 6,706,294 TOTAL NUMBER OF ACCOUNTS 8,805 19,226 881 8,969 7,438 45,319 DISCRETIONARY 1,459,073 4,614,758 352,219 267,948 2,956,337 9,650,335 202 NON-DISCRETIONARY 945,068 390,267 8,999 859,467 2,606,103 4,809,904 TOTAL ASSETS OF 50 MILLION OR MORE BUT LESS THAN 100 MILLION 2,404,141 5,005,025 361,218 1,127,415 5,562,440 14,460,239 TOTAL NUMBER OF ACCOUNTS 18,971 16,669 1,594 8,772 18,721 64,727 DISCRETIONARY 10,266,847 31,972,444 1,437,102 2,792,748 19,378,550 65,847,691 415 NON-DISCRETIONARY 6,703,177 2,974,046 92,263 3,834,404 22,089,078 35,692,968 TOTAL ASSETS OF 100 MILLION OR MORE BUT LESS THAN 500 MILLION 16,970,024 34,946,490 1,529,365 6,627,152 41,467,628 101,540,659 TOTAL NUMBER OF ACCOUNTS 51,529 82,389 4,916 24,510 71,447 234,791 DISCRETIONARY 9,769,985 23,181,559 800,456 1,501,737 14,234,592 49,488,329 120 NON-DISCRETIONARY 8,288,284 3,730,966 34,795 3,556,766 18,781,160 34,391,971 TOTAL ASSETS OF 500 MILLION OR MORE BUT LESS THAN 1 BILLION 18,058,269 26,912,525 835,251 5,058,503 33,015,752 83,880,300 TOTAL NUMBER OF ACCOUNTS 49,874 43,404 2,519 9,171 34,994 139,962 DISCRETIONARY 12,317,563 29,807,979 1,758,748 4,597,753 22,969,536 71,451,579 90 NON-DISCRETIONARY 10,549,226 3,675,422 21,955 6,036,337 35,526,391 55,809,331 TOTAL ASSETS OF 1 BILLION OR MORE BUT LESS THAN 2 BILLION 22,866,789 33,483,401 1,780,703 10,634,090 58,495,927 127,260,910 TOTAL NUMBER OF ACCOUNTS 27,860 48,712 2,791 6,799 74,401 160,563 DISCRETIONARY 1,176,282,523 860,372,263 18,619,136 875,584,867 1,244,862,536 4,175,721,325 219 NON-DISCRETIONARY 3,914,732,335 138,001,142 657,047 2,321,515,612 11,970,628,717 18,345,534,853 TOTAL ASSETS OF 2 BILLION OR MORE 5,091,014,858 998,373,405 19,276,183 3,197,100,479 13,215,491,253 22,521,256,178 TOTAL NUMBER OF ACCOUNTS 6,622,534 699,869 27,201 10,190,809 1,062,791 18,603,204