Home > Cypress Bank & Trust > Total Fiduciary and Related Assets
Cypress Bank & Trust, Total Fiduciary and Related Assets
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,222,254,000 | 223 |
Managed Assets ($) | $1,128,308,000 | 193 |
Personal trust and agency accounts, managed assets | $415,911,000 | 172 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
Other employee benefit and retirement-related accounts, managed assets | $100,712,000 | 201 |
Corporate trust and agency accounts, managed assets | $0 | 182 |
Investment management and investment advisory agency accounts, managed assets | $591,584,000 | 144 |
Foundation and endowment trust and agency accounts, managed assets | $20,100,000 | 276 |
Other fiduciary accounts, managed assets | $1,000 | 202 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $100,712,000 | 197 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Non-managed Assets ($) | $93,946,000 | 289 |
Personal trust and agency accounts, non-managed assets | $93,136,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
Other retirement accounts, non-managed assets | $42,000 | 588 |
Corporate trust and agency accounts, non-managed assets | $0 | 227 |
Investment management and advisory agency accounts, non-managed assets | $765,000 | 262 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
Other fiduciary accounts, non-managed assets | $3,000 | 162 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $40,071,000 | 343 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,195,000 | 233 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,138,129,000 | 226 |
Managed Assets ($) | $1,049,269,000 | 198 |
Personal trust and agency accounts, managed assets | $384,146,000 | 175 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
Other employee benefit and retirement-related accounts, managed assets | $95,251,000 | 188 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $550,520,000 | 142 |
Foundation and endowment trust and agency accounts, managed assets | $19,351,000 | 222 |
Other fiduciary accounts, managed assets | $1,000 | 98 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $95,251,000 | 184 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $88,860,000 | 249 |
Personal trust and agency accounts, non-managed assets | $88,054,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $38,000 | 320 |
Corporate trust and agency accounts, non-managed assets | $0 | 110 |
Investment management and advisory agency accounts, non-managed assets | $765,000 | 174 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
Other fiduciary accounts, non-managed assets | $3,000 | 85 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $40,895,000 | 259 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $13,074,000 | 165 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,045,026,000 | 235 |
Managed Assets ($) | $947,581,000 | 207 |
Personal trust and agency accounts, managed assets | $380,682,000 | 177 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $92,266,000 | 203 |
Corporate trust and agency accounts, managed assets | $0 | 119 |
Investment management and investment advisory agency accounts, managed assets | $454,960,000 | 160 |
Foundation and endowment trust and agency accounts, managed assets | $19,672,000 | 248 |
Other fiduciary accounts, managed assets | $1,000 | 115 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $92,266,000 | 195 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $97,445,000 | 270 |
Personal trust and agency accounts, non-managed assets | $91,874,000 | 128 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
Other retirement accounts, non-managed assets | $39,000 | 372 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $813,000 | 205 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $4,719,000 | 51 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $33,765,000 | 298 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $12,091,000 | 194 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,016,462,000 | 244 |
Managed Assets ($) | $920,015,000 | 219 |
Personal trust and agency accounts, managed assets | $343,292,000 | 189 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
Other employee benefit and retirement-related accounts, managed assets | $93,127,000 | 200 |
Corporate trust and agency accounts, managed assets | $0 | 69 |
Investment management and investment advisory agency accounts, managed assets | $464,724,000 | 166 |
Foundation and endowment trust and agency accounts, managed assets | $18,871,000 | 230 |
Other fiduciary accounts, managed assets | $1,000 | 100 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $93,127,000 | 190 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $96,447,000 | 250 |
Personal trust and agency accounts, non-managed assets | $90,516,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
Other retirement accounts, non-managed assets | $36,000 | 293 |
Corporate trust and agency accounts, non-managed assets | $0 | 99 |
Investment management and advisory agency accounts, non-managed assets | $813,000 | 177 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $5,082,000 | 41 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $29,508,000 | 282 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,415,000 | 175 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $975,334,000 | 248 |
Managed Assets ($) | $878,631,000 | 224 |
Personal trust and agency accounts, managed assets | $317,749,000 | 204 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
Other employee benefit and retirement-related accounts, managed assets | $90,156,000 | 208 |
Corporate trust and agency accounts, managed assets | $0 | 150 |
Investment management and investment advisory agency accounts, managed assets | $452,627,000 | 165 |
Foundation and endowment trust and agency accounts, managed assets | $18,098,000 | 286 |
Other fiduciary accounts, managed assets | $1,000 | 201 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $90,156,000 | 197 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Non-managed Assets ($) | $96,703,000 | 284 |
Personal trust and agency accounts, non-managed assets | $91,156,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $49,000 | 573 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | $804,000 | 267 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
Other fiduciary accounts, non-managed assets | $4,694,000 | 49 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $34,216,000 | 358 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $11,477,000 | 259 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $883,164,000 | 253 |
Managed Assets ($) | $789,897,000 | 227 |
Personal trust and agency accounts, managed assets | $289,673,000 | 202 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
Other employee benefit and retirement-related accounts, managed assets | $81,362,000 | 210 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $401,442,000 | 165 |
Foundation and endowment trust and agency accounts, managed assets | $17,419,000 | 239 |
Other fiduciary accounts, managed assets | $1,000 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $81,362,000 | 200 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $93,267,000 | 254 |
Personal trust and agency accounts, non-managed assets | $87,734,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
Other retirement accounts, non-managed assets | $45,000 | 305 |
Corporate trust and agency accounts, non-managed assets | $0 | 106 |
Investment management and advisory agency accounts, non-managed assets | $795,000 | 180 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $4,693,000 | 49 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $32,152,000 | 280 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $10,658,000 | 178 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $913,303,000 | 213 |
Managed Assets ($) | $815,715,000 | 194 |
Personal trust and agency accounts, managed assets | $277,102,000 | 190 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
Other employee benefit and retirement-related accounts, managed assets | $84,769,000 | 201 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $432,825,000 | 148 |
Foundation and endowment trust and agency accounts, managed assets | $21,018,000 | 237 |
Other fiduciary accounts, managed assets | $1,000 | 117 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $84,769,000 | 192 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $97,588,000 | 240 |
Personal trust and agency accounts, non-managed assets | $90,929,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
Other retirement accounts, non-managed assets | $422,000 | 327 |
Corporate trust and agency accounts, non-managed assets | $0 | 113 |
Investment management and advisory agency accounts, non-managed assets | $849,000 | 187 |
Foundation and endowment trust and agency accounts, non-managed assets | $688,000 | 127 |
Other fiduciary accounts, non-managed assets | $4,700,000 | 47 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $34,746,000 | 281 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $12,446,000 | 180 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $997,030,000 | 216 |
Managed Assets ($) | $891,897,000 | 194 |
Personal trust and agency accounts, managed assets | $305,241,000 | 182 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 250 |
Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
Other employee benefit and retirement-related accounts, managed assets | $93,930,000 | 194 |
Corporate trust and agency accounts, managed assets | $4,633,000 | 33 |
Investment management and investment advisory agency accounts, managed assets | $486,437,000 | 149 |
Foundation and endowment trust and agency accounts, managed assets | $1,655,000 | 274 |
Other fiduciary accounts, managed assets | $1,000 | 97 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $93,930,000 | 186 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $105,133,000 | 217 |
Personal trust and agency accounts, non-managed assets | $98,395,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
Other retirement accounts, non-managed assets | $451,000 | 277 |
Corporate trust and agency accounts, non-managed assets | $742,000 | 76 |
Investment management and advisory agency accounts, non-managed assets | $849,000 | 158 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
Other fiduciary accounts, non-managed assets | $4,696,000 | 42 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $41,930,000 | 249 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,997,000 | 158 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $998,104,000 | 224 |
Managed Assets ($) | $889,955,000 | 196 |
Personal trust and agency accounts, managed assets | $325,222,000 | 187 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 387 |
Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
Other employee benefit and retirement-related accounts, managed assets | $95,124,000 | 212 |
Corporate trust and agency accounts, managed assets | $4,933,000 | 57 |
Investment management and investment advisory agency accounts, managed assets | $462,888,000 | 154 |
Foundation and endowment trust and agency accounts, managed assets | $1,787,000 | 424 |
Other fiduciary accounts, managed assets | $1,000 | 208 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $95,124,000 | 203 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Non-managed Assets ($) | $108,149,000 | 253 |
Personal trust and agency accounts, non-managed assets | $101,428,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
Other retirement accounts, non-managed assets | $454,000 | 533 |
Corporate trust and agency accounts, non-managed assets | $727,000 | 119 |
Investment management and advisory agency accounts, non-managed assets | $840,000 | 254 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
Other fiduciary accounts, non-managed assets | $4,700,000 | 51 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $41,097,000 | 325 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $14,738,000 | 230 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 343 |
Managed Assets ($) | $0 | 335 |
Personal trust and agency accounts, managed assets | $0 | 333 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 315 |
Corporate trust and agency accounts, managed assets | $0 | 68 |
Investment management and investment advisory agency accounts, managed assets | $0 | 312 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
Other fiduciary accounts, managed assets | $0 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 330 |
Personal trust and agency accounts, non-managed assets | $0 | 272 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
Other retirement accounts, non-managed assets | $0 | 283 |
Corporate trust and agency accounts, non-managed assets | $0 | 98 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
Other fiduciary accounts, non-managed assets | $0 | 86 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 318 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 296 |