MARSHALL & ILSLEY TRUST COMPANY
Plan context: M&I Moderate Balanced Fund
EIN 39-1795673 • 15 filings • 3 plans
Current Snapshot
Latest Year
2013
2013 Participants
0
2013 Assets
$142,270,558
2013 Contributions
$0
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
No historical points available.
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| M&I Moderate Balanced Fund | - | - | - | - | - |
| 2012 | 1 | 0 | $142,270,558 | $0 | - |
| M&I Moderate Balanced Fund | - | - | $142,270,558 | - | - |
| 2011 | 1 | 0 | $130,932,188 | $0 | - |
| M&I Moderate Balanced Fund | - | - | $130,932,188 | - | - |
| 2010 | 1 | 0 | $122,128,999 | $0 | - |
| M&I Moderate Balanced Fund | - | - | $122,128,999 | - | - |
| 2009 | 1 | 0 | $107,990,488 | $0 | - |
| M&I Moderate Balanced Fund | - | - | $107,990,488 | - | - |
| 2008 | 1 | 0 | $88,149,673 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $88,149,673 | - | - |
| 2007 | 1 | 0 | $109,728,173 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $109,728,173 | - | - |
| 2006 | 1 | 0 | $98,185,307 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $98,185,307 | - | - |
| 2005 | 1 | 0 | $93,475,386 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $93,475,386 | - | - |
| 2004 | 1 | 0 | $77,726,057 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $77,726,057 | - | - |
| 2003 | 1 | 0 | $64,808,466 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $64,808,466 | - | - |
| 2002 | 1 | 0 | $51,467,326 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $51,467,326 | - | - |
| 2001 | 1 | 0 | $58,578,406 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $58,578,406 | - | - |
| 2000 | 1 | 0 | $54,140,709 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $54,140,709 | - | - |
| 1999 | 1 | 0 | $62,538,839 | $0 | - |
| M&I Moderate Balanced Fund | - | 0 | $62,538,839 | - | - |