A more recent edition of NAICS is available.
2017 Edition

national industry 525920

Trusts, Estates, and Agency Accounts

Overview

This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.

The immediate parent of national industry 525920 is international industry 52592: Trusts, Estates, and Agency Accounts

Illustrative Examples

  • Bankruptcy estates
  • Personal investment trusts
  • Private estates (i.e., administering on behalf of beneficiaries)
  • Testamentary trusts

2017 NAICS Edition Cross References

  • Managing portfolios of trusts--are classified in Industry 523920, Portfolio Management;
  • Administering personal estates--are classified in U.S. Industry 523991, Trust, Fiduciary, and Custody Activities; and
  • Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business operated.

Sub-Descriptions

  1. 525920 - Bankruptcy estates
  2. 525920 - Personal estates (i.e., managing assets)
  3. 525920 - Personal investment trusts
  4. 525920 - Personal trusts
  5. 525920 - Private estates (i.e., administering on behalf of beneficiaries)
  6. 525920 - Settlement trust funds
  7. 525920 - Testamentary trusts
  8. 525920 - Trusts, estates, and agency accounts

History

The NAICS editions in which this code was present are indicated below. In the event that a code was changed from the prior edition the equivalent value in that edition is provided for reference.

Edition Existed Equivalent Value
2002 525920
2007 525920
2012 525920
2017 525920
2022 525920

Standard Industrial Classification (SIC) Mappings

  1. 6733 - Trusts, Except Educational, Religious, and Charitable

Insurance Industry Mappings

The US Property and Casualty Insurance Industry may use the following classification descriptions which might encompass national industry 525920, Trusts, Estates, and Agency Accounts:

  1. finance and insurance
  2. fund trust and other financial vehicle
  3. other investment pool and fund
  4. trust estate and agency account
  5. trust estate and agency account naic
  6. trust except educational religious and charitable

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