| Relationships | Role | Relationship Start | Relationship End |
| Bank Of America, National Association | Parent | 6/30/2007 | 6/29/2012 |
| Bank Of America, National Association | Parent | 6/13/2005 | 6/29/2007 |
| Fleet National Bank | Parent | 4/29/1997 | 6/12/2005 |
| Bancboston Executive Benefits, Llc | Subsidary | 2/18/1999 | 1/6/2000 |
| Bancboston Executive Benefits, Llc | Subsidary | 5/30/1997 | 2/17/1999 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bana Preservation Corporation | Buyer | Discontinued | 6/30/2012 |