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Schedule HC: Consolidated Balance Sheet Guide

Form: FR Y-9C (Consolidated Financial Statements for Holding Companies) Schedule: HC - Consolidated Balance Sheet Frequency: Quarterly Filers: All bank holding companies with total consolidated assets of $3 billion or more


Overview

Schedule HC is the master consolidated balance sheet for bank holding companies. It provides a high-level view of the institution's financial position and serves as the reconciliation point for all detailed sub-schedules.

Key Characteristics

  • Consolidation Level: Full consolidation of all subsidiaries
  • Reporting Basis: Generally Accepted Accounting Principles (GAAP)
  • Valuation: Mix of fair value and amortized cost depending on asset class
  • Primary Equation: Total Assets = Total Liabilities + Total Equity

Balance Sheet Structure

ASSETS (Items 1-12)
├── Item 1: Cash and balances due
├── Item 2: Securities → ties to HC-B
├── Item 3: Federal funds sold / reverse repos
├── Item 4: Loans and leases → ties to HC-C
├── Item 5: Trading assets → ties to HC-D
├── Items 6-9: Premises, OREO, investments
├── Item 10: Intangible assets
├── Item 11: Other assets → ties to HC-F
└── Item 12: TOTAL ASSETS

LIABILITIES (Items 13-21)
├── Item 13: Deposits
├── Items 14-16: Fed funds, trading liabs, borrowings
├── Item 19: Subordinated debt
├── Item 20: Other liabilities → ties to HC-G
└── Item 21: TOTAL LIABILITIES

EQUITY (Items 23-28)
├── Items 23-26: Preferred, common, surplus, retained, AOCI, other
├── Item 27.a: Total holding company equity
├── Item 27.b: Noncontrolling (minority) interest
└── Item 28: TOTAL EQUITY (incl. noncontrolling interest)

BALANCING (Item 29)
└── Total Liabilities + Total Equity = Total Assets

Detailed Line Item Analysis

ASSETS

Item 1: Cash and Balances Due from Depository Institutions

Sub-Item MDRM Description
1 (Total) - Caption only; no consolidated BHC total code (former BHCK0010 ended 2014-12-31)
1.a BHCK0081 Noninterest-bearing balances and currency/coin
1.b.(1) BHCK0395 Interest-bearing balances in U.S. offices
1.b.(2) BHCK0397 Interest-bearing balances in foreign offices, Edge/Agreement subsidiaries, and IBFs

Components: - Currency and coin on hand - Cash items in process of collection - Balances due from Federal Reserve Banks - Balances due from other depository institutions

Reconciliation:

Item 1 = Item 1.a + Item 1.b.(1) + Item 1.b.(2)


Item 2: Securities

Sub-Item MDRM Description Ties To
2 (Total) - Total securities (caption; no consolidated code; = 2.a + 2.b + 2.c; Call total = RCFD8641) HC-B
2.a BHCKJJ34 HTM securities (amortized cost) HC-B Item 8 Col A
2.b BHCK1773 AFS debt securities (fair value) HC-B Item 8 Col D
2.c BHCKJA22 Equity securities with determinable FV HC-B M5

Key Distinctions: - HTM: Carried at amortized cost; positive intent and ability to hold to maturity - AFS: Carried at fair value; unrealized gains/losses flow to AOCI (Item 27) - Equity: Carried at fair value; changes flow through income statement

Reconciliation:

Item 2 = Item 2.a + Item 2.b + Item 2.c
Item 2.a = HC-B Item 8, Column A (Total HTM amortized cost)
Item 2.b = HC-B Item 8, Column D (Total AFS fair value)

Note: The fair value amounts differ from book value for HTM securities. HC-B provides both amortized cost and fair value for all securities.


Item 3: Federal Funds Sold and Securities Purchased Under Resale Agreements

Sub-Item MDRM Description
3 (Total) - Caption only; no consolidated BHC total code (former BHCKC225 ended 2014-12-31)
3.a BHDMB987 Federal funds sold in domestic offices
3.b BHCKB989 Securities purchased under agreements to resell

Nature: - Short-term lending to other financial institutions - Reverse repos = collateralized lending - Important component of liquidity management


Item 4: Loans and Lease Financing Receivables

Sub-Item MDRM Description Ties To
4.a BHCK5369 Loans and leases held for sale HC-C Item 10
4.b BHCKB528 Loans and leases held for investment (net of unearned income) HC-C Items 1-9 minus Item 10
4.c BHCK3123 LESS: Allowance for credit losses on loans and leases HC-C Item 11
4.d BHCKB529 Loans and leases held for investment, net of allowance Item 4.b - Item 4.c

Reconciliation to HC-C:

Gross Loans (HC-C) = Sum(Items 1-9) = Real estate + Ag + C&I + Consumer + Other + Leases
Net of Unearned = Gross - Unearned income fees
Net Loans = Net of Unearned - Allowance for credit losses

HC Item 4.b = HC-C Items 1-9 - HC-C Item 10
HC Item 4.c = HC-C Item 11
HC Item 4.d = HC Item 4.b - HC Item 4.c


Item 5: Trading Assets

Sub-Item MDRM Description Ties To
5 (Total) BHCK3545 Total trading assets HC-D Item 12

Reconciliation to HC-D:

Item 5 = HC-D Item 12
      = HC-D Items 1-11 (Securities + Loans + Derivatives + Other)

Components (from HC-D): - U.S. Treasury, agency, municipal securities - MBS (residential and commercial) - Structured products, other debt - Loans held for trading - Derivative contracts with positive fair value


Items 6-10: Other Asset Categories

Item MDRM Description Ties To
6 BHCK2145 Premises and fixed assets (incl. right-of-use assets) HC-F Item 6
7 BHCK2150 Other real estate owned HC-M Item 7
8 BHCK2130 Investments in unconsolidated subs HC-F Item 8
9 BHCK3656 Direct/indirect RE venture investments HC-F Item 9
10 (Total) BHCK2143 Intangible assets (= 10.a + 10.b) HC-M
10.a BHCK3163 Goodwill HC-M Item 10.a
10.b BHCK0426 All other intangible assets HC-M Item 10.b

Item 11: Other Assets

MDRM Description Ties To
BHCK2160 Other assets HC-F Item 12

Reconciliation to HC-F:

Item 11 = HC-F Item 12
       = HC-F Sum(Items 1-11)

Major Components (from HC-F): - Accrued interest receivable - Net deferred tax assets - Bank-owned life insurance (BOLI) - Other miscellaneous assets


Item 12: Total Assets

MDRM Formula
BHCK2170 Sum(Items 1 through 11)

Validation:

Total Assets = Cash + Securities + Fed Funds + Net Loans + Trading Assets
             + Premises + OREO + Investments + RE Ventures + Intangibles + Other


LIABILITIES

Item 13: Deposits

Sub-Item MDRM Description
13 (Total) - Total deposits (caption; no consolidated code; = 13.a + 13.b; Call total = RCFD2200)
13.a - Domestic office deposits (no consolidated code; = BHDM6631 + BHDM6636; Call = RCON2200)
13.a.(1) BHDM6631 Domestic noninterest-bearing
13.a.(2) BHDM6636 Domestic interest-bearing
13.b - Foreign office deposits (caption; no consolidated code; = 13.b.(1) + 13.b.(2); Call = RCFNB536)
13.b.(1) BHFN6631 Foreign noninterest-bearing
13.b.(2) BHFN6636 Foreign interest-bearing (BHFN series, NOT consumer-loan BHCKB538)

Reconciliation:

Item 13 = Item 13.a + Item 13.b
Item 13.a = Item 13.a.(1) + Item 13.a.(2)
Item 13.b = Item 13.b.(1) + Item 13.b.(2)


Items 14-16: Other Funding

Item MDRM Description
14 (Total) - Caption only; no consolidated BHC total code (former BHCK2800 ended 2001-12-31)
14.a BHDMB993 Federal funds purchased in domestic offices
14.b BHCKB995 Securities sold under agreements to repurchase
15 BHCK3548 Trading liabilities (ties to HC-D Item 15)
16 BHCK3190 Other borrowed money (from HC-M)

Item 19: Subordinated Notes and Debentures

Sub-Item MDRM Description
19.a BHCK4062 Subordinated notes and debentures
19.b BHCKC699 Subordinated notes payable to unconsolidated trusts issuing trust preferred securities, and trust preferred securities issued by consolidated special purpose entities

Regulatory Significance: May qualify as Tier 2 capital if meeting specified criteria (maturity, subordination, etc.)


Item 20: Other Liabilities

MDRM Description Ties To
BHCK2750 Other liabilities HC-G Item 5

Reconciliation to HC-G:

Item 20 = HC-G Item 5
       = HC-G Sum(Items 1-4)


Item 21: Total Liabilities

MDRM Formula
BHCK2948 Sum(Items 13 through 20)

EQUITY CAPITAL

Items 23-27: Equity Components

On the current form, item 22 is reserved (NOT APPLICABLE). Noncontrolling (minority) interest is reported within equity at item 27.b, not as a separate pre-equity line.

Item MDRM Description
22 - NOT APPLICABLE (reserved); minority interest now at 27.b
23 BHCK3283 Perpetual preferred stock and related surplus
24 BHCK3230 Common stock (par value)
25 BHCK3240 Surplus (excl. surplus related to preferred stock)
26.a BHCK3247 Retained earnings
26.b BHCKB530 Accumulated other comprehensive income (AOCI)
26.c BHCKA130 Other equity capital components
27.a BHCK3210 Total holding company equity capital (sum of items 23 through 26.c)
27.b BHCK3000 Noncontrolling (minority) interests in consolidated subsidiaries

AOCI Components (item 26.b): - Unrealized gains/losses on AFS securities - Foreign currency translation adjustments - Pension liability adjustments - Cash flow hedge adjustments

Other equity capital components (item 26.c): treasury stock, unearned ESOP shares, etc.


Item 28: Total Equity Capital

MDRM Formula
BHCKG105 Item 27.a + Item 27.b (= total holding company equity + noncontrolling interest)

Note: BHCKG105 is the total equity capital INCLUDING noncontrolling interest. BHCK3210 (item 27.a) is the parent-only total holding company equity capital.

Ties to HC-R: Schedule HC-R uses equity components as starting point for regulatory capital calculations.


Item 29: Total Liabilities and Equity

MDRM Formula Validation
BHCK3300 Item 21 + Item 28 Must equal Item 12

Balance Check:

Total Assets (Item 12) = Total Liabilities (Item 21) + Total Equity (Item 28)
BHCK2170 = BHCK2948 + BHCKG105 (= BHCK3300)
(Verified against warehouse: for every filer BHCK2170 = BHCK2948 + BHCKG105, and BHCKG105 = BHCK3210 + BHCK3000.)


Cross-Schedule Reconciliation Map

Schedule HC                          Detailed Schedules
═══════════════════════════════════════════════════════════════════════════

Item 2 (Securities)           ──────► HC-B (Securities Portfolio)
  │                                    ├── AFS by security type
  │                                    ├── HTM by security type
  │                                    └── Unrealized gains/losses

Item 4 (Loans)                ──────► HC-C (Loan Portfolio)
  │                                    ├── Real estate loans (1.a-1.f)
  │                                    ├── C&I loans
  │                                    ├── Consumer loans
  │                                    └── Leases

Item 5 (Trading Assets)       ──────► HC-D (Trading Assets)
  │                                    ├── Securities
  │                                    ├── Loans
  │                                    └── Derivatives (→ HC-L)

Item 11 (Other Assets)        ──────► HC-F (Other Assets)
  │                                    ├── Deferred taxes
  │                                    ├── BOLI
  │                                    └── Miscellaneous

Item 15 (Trading Liabs)       ──────► HC-D (Trading Liabilities)
  │                                    ├── Short positions
  │                                    └── Derivatives (→ HC-L)

Item 20 (Other Liabs)         ──────► HC-G (Other Liabilities)
  │                                    ├── Accrued expenses
  │                                    └── Deferred taxes

Item 28 (Equity)              ──────► HC-R (Regulatory Capital)
                                       ├── CET1 calculation
                                       ├── Tier 1 calculation
                                       └── Total capital

Key Validation Rules

Primary Balance Equation

Total Assets = Total Liabilities + Total Equity
BHCK2170 = BHCK2948 + BHCKG105 (= BHCK3300)
where BHCKG105 = BHCK3210 (HC equity) + BHCK3000 (noncontrolling interest)

Sub-Total Validations

Item 1 = Item 1.a + Item 1.b.(1) + Item 1.b.(2)
Item 2 = Item 2.a + Item 2.b + Item 2.c
Item 3 = Item 3.a + Item 3.b
Item 4.d = Item 4.b - Item 4.c
Item 10 = Item 10.a + Item 10.b
Item 13 = Item 13.a + Item 13.b
Item 13.a = Item 13.a.(1) + Item 13.a.(2)
Item 13.b = Item 13.b.(1) + Item 13.b.(2)
Item 14 = Item 14.a + Item 14.b
Item 28 = Item 27.a + Item 27.b

Cross-Schedule Validations

HC Item 5 = HC-D Item 12
HC Item 11 = HC-F Item 12
HC Item 15 = HC-D Item 15
HC Item 20 = HC-G Item 5

Analytical Considerations

Size Metrics

  • Total Assets (Item 12): Primary size metric for regulatory thresholds
  • $250B+: Enhanced prudential standards (Category I-III)
  • $100B+: Category IV standards
  • $10B+: DFAST stress testing requirements

Liquidity Analysis

  • Cash (Item 1) + Trading assets (Item 5) = Liquid assets
  • Fed funds and repos (Items 3, 14) indicate wholesale funding reliance

Asset Quality Indicators

  • Allowance ratio: Item 4.c / Item 4.b
  • OREO (Item 7): Foreclosed property indicator
  • Intangibles (Item 10): Deduction from regulatory capital

Funding Structure

  • Deposit funding: Item 13 / Item 21
  • Wholesale funding: (Items 14+16+19) / Item 21

Historical Notes

Date Change
1976-03-31 Original FR Y-9C implementation
1994-03-31 AFS/HTM securities classification (FAS 115)
1998-03-31 AOCI introduced (FAS 130)
2014-03-31 Basel III implementation - capital items restructured
2018-03-31 Equity securities fair value accounting (ASU 2016-01)
2020-03-31 CECL implementation for larger institutions

MDRM Quick Reference

Item MDRM Description
1 - Cash (caption; Call = RCFD0081)
1.b.(1) BHCK0395 Interest-bearing balances, U.S. offices
1.b.(2) BHCK0397 Interest-bearing balances, foreign offices
2 - Total securities (caption; Call = RCFD8641)
2.a BHCKJJ34 HTM securities
2.b BHCK1773 AFS securities
3 - Fed funds sold/reverse repos (caption)
3.a BHDMB987 Federal funds sold in domestic offices
4.b BHCKB528 Loans held for investment
4.c BHCK3123 Allowance for credit losses
5 BHCK3545 Trading assets
10 BHCK2143 Intangible assets
10.a BHCK3163 Goodwill
11 BHCK2160 Other assets
12 BHCK2170 TOTAL ASSETS
13 - Total deposits (caption; Call = RCFD2200)
13.b.(2) BHFN6636 Foreign interest-bearing deposits
14 - Fed funds purchased/repos (caption)
14.a BHDMB993 Federal funds purchased in domestic offices
15 BHCK3548 Trading liabilities
16 BHCK3190 Other borrowed money
19.a BHCK4062 Subordinated debt
19.b BHCKC699 Sub. notes payable to trusts
20 BHCK2750 Other liabilities
21 BHCK2948 TOTAL LIABILITIES
26.b BHCKB530 AOCI
26.c BHCKA130 Other equity components
27.a BHCK3210 Total holding company equity
27.b BHCK3000 Noncontrolling interest
28 BHCKG105 TOTAL EQUITY (incl. NCI)

Last Updated: 2026-06-11 Reference: FR Y-9C Instructions (March 2026)