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Alaska USA Trust Co. Launched in1997 by Alaska USA FCU Headquarters: Anchorage, Alaska $3 billion in assets under management (Dec. 2003) 750 member and institutional investors (Dec. 2003) President: Bill Eckhardt Phone: (907) 562-6544 Arrowhead Trust Inc. Launched in 1995 by Arrowhead Credit Union Headquarters: San Bernardino, Calif. $520 million in assets under management Total clients were not available by press time. President: Thomas Huettner Phone: (909) 890-0211 BECU Trust Launched in April 2003 by Boeing Employees Credit Union, Headquarters: Tukwila, Wash. $15 million in assets under management 20 member clients President: Bonnie Pladson Phone: (206) 812-5308 First Community Trust, N.A. Launched in 2001; 20% of shareholders are Dupaco Community CU, University of Iowa Community CU, Collins Community CU, John Deere Community CU, DuTrac Community CU and IH Mississippi Valley CU. Headquarters: Dubuque, Iowa $136 million assets under management 225 CU member clients and 225 non-member clients and 30 corporate clients CEO: Dale Repass Phone: (563) 557-1700 MEMBERS Trust Company Launched in November 2003 by Suncoast Schools Federal Credit Union and CUNA Mutual Group Headquarters: Tampa, Fla. $46 million in assets under management 175 clients President/CEO: Tom Walker Phone: (608) 231-8940 Members Trust Company of Colorado Launched in 2001 by Bellco CU, Public Service CU, Credit Union of Denver, U of C FCU, Premier Members FCU, Ent FCU and the Colorado CU League’s Colleague Services Corp. Headquarters: Greenwood Village, Colo. $46 million in assets under management 175 clients President/CEO: Tim Kenczewicz Phone: 720-482-2501 Delaware Credit Union League Launched in 2002 with INA Trust through League’s DELCU Financial Services Headquarters: New Castle, Del./Philadelphia Total assets and clients were not available by press time. President of INA Trust: Charles Reiling Phone: (302) 322-9341 or 1-877-INA-TRST Mountain America Trust Services To be launched in April 2004 through Mountain America Credit Union’s CUSO, Mountain America Financial Services with soon to be disclosed regional trust company. Headquarters: West Jordan, Utah. President of Mountain America Financial Services: Don Clark Phone: (801) 325-6260 OmniAmerican Trust Services Launched in October 2003 by OmniAmerican Credit Union Headquarters: Ft. Worth, Texas Assets and member information were not available by press time. Vice President: Rod Hailey Phone: (817) 424-5076 Partnered with First Business Bank’s subsidiary, First Business Trust & Investment Services in May 2003 Headquarters: Madison, Wis. Assets and member information were not available by press time. President of First Business Trust & Investment Services: Joan Burke Phone: (608) 268-1315 Credit unions from all around the country want to find ways to offer their members trust services. Some are doing it on their own through new CUSOs, while others are using the services of newly built CU trust companies. Here is a look at some of the trust companies in the industry. (Editor’s note: This is not an all-inclusive list. We regret the omission of any credit unions or leagues here. For any one overlooked, please e-mail the trust services’ launch date, assets under management, member/non-member clients and contact information to [email protected])

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