401k Plan data: WHITNEY NATIONAL BANK RETIREMENT PLAN plan

WHITNEY NATIONAL BANK RETIREMENT PLAN 401k Plan overview

Plan Name	WHITNEY NATIONAL BANK RETIREMENT PLAN
Plan identification number	002

WHITNEY NATIONAL BANK RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHITNEY NATIONAL BANK has sponsored the creation of one or more 401k plans.

Company Name: WHITNEY NATIONAL BANK

Employer identification number (EIN): 720352101

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITNEY NATIONAL BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 SHIRLEY CASTIGLIOLA
002 2010-01-01 BEVERLY WHITE
002 2009-01-01 BEVERLY WHITE

Plan id#	Filing Submission Date	Name of Administrator
002	2011-01-01	SHIRLEY CASTIGLIOLA
002	2010-01-01	BEVERLY WHITE
002	2009-01-01	BEVERLY WHITE

Plan Statistics for WHITNEY NATIONAL BANK RETIREMENT PLAN

401k plan membership statisitcs for WHITNEY NATIONAL BANK RETIREMENT PLAN

Measure Date Value
2011: WHITNEY NATIONAL BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,896
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,489
Number of retired or separated participants receiving benefits 2011-01-01 657
Number of other retired or separated participants entitled to future benefits 2011-01-01 502
Total of all active and inactive participants 2011-01-01 2,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 131
Total participants 2011-01-01 2,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 70
2010: WHITNEY NATIONAL BANK RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,033
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,701
Number of retired or separated participants receiving benefits 2010-01-01 622
Number of other retired or separated participants entitled to future benefits 2010-01-01 446
Total of all active and inactive participants 2010-01-01 2,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 127
Total participants 2010-01-01 2,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 80
2009: WHITNEY NATIONAL BANK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,181
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,885
Number of retired or separated participants receiving benefits 2009-01-01 591
Number of other retired or separated participants entitled to future benefits 2009-01-01 431
Total of all active and inactive participants 2009-01-01 2,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 126
Total participants 2009-01-01 3,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 101

Measure	Date	Value
2011: WHITNEY NATIONAL BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,896
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,489
Number of retired or separated participants receiving benefits	2011-01-01	657
Number of other retired or separated participants entitled to future benefits	2011-01-01	502
Total of all active and inactive participants	2011-01-01	2,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	131
Total participants	2011-01-01	2,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	70
2010: WHITNEY NATIONAL BANK RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,033
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,701
Number of retired or separated participants receiving benefits	2010-01-01	622
Number of other retired or separated participants entitled to future benefits	2010-01-01	446
Total of all active and inactive participants	2010-01-01	2,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	127
Total participants	2010-01-01	2,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	80
2009: WHITNEY NATIONAL BANK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,181
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,885
Number of retired or separated participants receiving benefits	2009-01-01	591
Number of other retired or separated participants entitled to future benefits	2009-01-01	431
Total of all active and inactive participants	2009-01-01	2,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	126
Total participants	2009-01-01	3,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	101

Financial Data on WHITNEY NATIONAL BANK RETIREMENT PLAN

Measure	Date	Value
2011 : WHITNEY NATIONAL BANK RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$-16,220,867
Total unrealized appreciation/depreciation of assets	2011-12-31	$-16,220,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$57,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$30,145
Total income from all sources (including contributions)	2011-12-31	$10,071,073
Total loss/gain on sale of assets	2011-12-31	$11,181,608
Total of all expenses incurred	2011-12-31	$8,086,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,276,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,000,044
Value of total assets at end of year	2011-12-31	$225,256,927
Value of total assets at beginning of year	2011-12-31	$223,245,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$810,670
Total interest from all sources	2011-12-31	$2,665,347
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,444,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$281,015
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$70,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$10,504,060
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$9,682,751
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$672,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$571,917
Other income not declared elsewhere	2011-12-31	$378
Administrative expenses (other) incurred	2011-12-31	$106,155
Liabilities. Value of operating payables at end of year	2011-12-31	$57,165
Liabilities. Value of operating payables at beginning of year	2011-12-31	$30,145
Total non interest bearing cash at end of year	2011-12-31	$126,120
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,984,167
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$225,199,762
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$223,215,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$423,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,261,971
Interest earned on other investments	2011-12-31	$359,790
Income. Interest from US Government securities	2011-12-31	$1,181,455
Income. Interest from corporate debt instruments	2011-12-31	$1,110,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$12,063,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$22,876,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$22,876,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$13,429
Asset value of US Government securities at end of year	2011-12-31	$33,513,521
Asset value of US Government securities at beginning of year	2011-12-31	$30,826,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$523,509
Assets. Invements in employer securities at beginning of year	2011-12-31	$554,326
Contributions received in cash from employer	2011-12-31	$10,000,044
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$2,125,000
Income. Dividends from common stock	2011-12-31	$2,444,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,276,236
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$33,318,358
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$21,182,020
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$116,273,996
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$135,426,774
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$11,181,608
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	STEPHEN C. HIMEL, CPA, LLC
Accountancy firm EIN	2011-12-31	208410792
2010 : WHITNEY NATIONAL BANK RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$18,279,476
Total unrealized appreciation/depreciation of assets	2010-12-31	$18,279,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$30,145
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$26,166
Total income from all sources (including contributions)	2010-12-31	$53,818,599
Total loss/gain on sale of assets	2010-12-31	$2,196,417
Total of all expenses incurred	2010-12-31	$7,011,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$6,337,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$28,500,040
Value of total assets at end of year	2010-12-31	$223,245,740
Value of total assets at beginning of year	2010-12-31	$176,434,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$674,263
Total interest from all sources	2010-12-31	$2,618,471
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,223,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$562,998
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$9,682,751
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$4,451,435
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$571,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$492,300
Other income not declared elsewhere	2010-12-31	$269
Liabilities. Value of operating payables at end of year	2010-12-31	$30,145
Liabilities. Value of operating payables at beginning of year	2010-12-31	$26,166
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$46,807,078
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$223,215,595
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$176,408,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$111,265
Interest earned on other investments	2010-12-31	$284,615
Income. Interest from US Government securities	2010-12-31	$1,203,952
Income. Interest from corporate debt instruments	2010-12-31	$1,120,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$22,876,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$6,068,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$6,068,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$9,266
Asset value of US Government securities at end of year	2010-12-31	$30,826,663
Asset value of US Government securities at beginning of year	2010-12-31	$25,377,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$554,326
Assets. Invements in employer securities at beginning of year	2010-12-31	$356,884
Contributions received in cash from employer	2010-12-31	$28,500,040
Employer contributions (assets) at end of year	2010-12-31	$2,125,000
Employer contributions (assets) at beginning of year	2010-12-31	$2,125,000
Income. Dividends from common stock	2010-12-31	$2,223,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$6,337,258
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$21,182,020
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$25,975,724
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$135,426,774
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$111,587,589
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,196,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	STEPHEN C. HIMEL, CPA, LLC
Accountancy firm EIN	2010-12-31	208410792
2009 : WHITNEY NATIONAL BANK RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WHITNEY NATIONAL BANK RETIREMENT PLAN

2011: WHITNEY NATIONAL BANK RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WHITNEY NATIONAL BANK RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WHITNEY NATIONAL BANK RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WHITNEY NATIONAL BANK
Employer identification number (EIN):	720352101
NAIC Classification:	522110
NAIC Description:	Commercial Banking