| Relationships | Role | Relationship Start | Relationship End |
| Citistreet Llc | Parent | 9/1/2005 | 7/1/2008 |
| Citistreet Associates Llc | Parent | 2/29/2000 | 8/31/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Smith Annuity Services, Inc. | Seller | Discontinued | 2/29/2000 |