DFX Intelligence

This allocator's name, 1 more adviser and 5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Taft-Hartley plan in New York

Taft-Hartley plan· Woodbury, New York

Taft-Hartley plan, based in Woodbury, New York, reporting $60.6M in assets, for 1,612 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $60.6M
Funded ratio: 136.8%
Fund commitments: 1
Managers: 2

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Commitments (1)Allocation policy Consultants

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Bridgeway Benefit Technologies.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New York

Funds committed to

Comerica Short-Term Fund2 commitments

Managers

Comerica Bank2 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$60.6M

Total assets, Dec 31, 2025 reported

Funded

136.8%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.1%
Non-interest-bearing cash 0.9%
Corporate debt instruments (other) 7.2%
Corporate debt instruments (preferred) 1.7%
U.S. Government securities 14.4%
Other investments 3.5%
Common/collective trusts 0.8%
Registered investment companies 4.0%
Common stock 67.2%

Consultants and advisers

4 firms

Dahab Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
Bridgeway Benefit Technologies General consultantthrough Dec 31, 2025 Form 5500
Comerica Bank Custodianthrough Dec 31, 2025 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Comerica Bank2 rows, latest Dec 31, 2025

From Schedule C (investment management, code 28)

Hudson Canyon Capital Mgmt LLCplan years 2025
CSM Advisorsplan years 2025

What changed

10 events

Dec 31, 2025Consultant changedinference
with Bridgeway Benefit Technologiesaskebsa.dol.gov
Dec 31, 2025Assets changed
$6.3Maskebsa.dol.gov
Jan 1, 2025Funded status changed
3 pointsaskebsa.dol.gov
Jan 1, 2025Assets changed
$6.9Maskebsa.dol.gov
Dec 31, 2024Assets changed
$6.9Maskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2025	Comerica Short-Term Fundcollective trust	Comerica Bank	Cash	$491,006 held		Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Comerica Short-Term Fundcollective trust	Comerica Bank	Cash	$380,971 held		Disclosed holding	askebsa.dol.gov

Size and funding

40 readings

Total assets

$60.6M Dec 31, 2025 reported Form 5500

$54.3M (2024-12) · $47.4M (2023-12) · $38.9M (2022-12)

Plan assets

$54.2M Jan 1, 2025 reported Form 5500

$47.3M (2024-01) · $38.8M (2023-01) · $49.3M (2022-01)

Net assets

$60.5M Dec 31, 2025 reported Form 5500

$54.2M (2024-12) · $47.3M (2023-12) · $38.8M (2022-12)

Funded ratio

136.8% Jan 1, 2025 reported Form 5500

133.5% (2024-01) · 131.1% (2023-01) · 133.5% (2022-01)

Participants

1,612 Jan 1, 2025 reported Form 5500

1,657 (2024-01) · 1,705 (2023-01) · 1,749 (2022-01)

Contributions

$611,203 Dec 31, 2025 reported Form 5500

$665,068 (2024-12) · $984,668 (2023-12) · $1.1M (2022-12)

Benefits paid

$2.0M Dec 31, 2025 reported Form 5500

$1.9M (2024-12) · $1.9M (2023-12) · $1.9M (2022-12)

Net investment income

$6.3M Dec 31, 2025 reported Form 5500

$6.9M (2024-12) · $8.4M (2023-12) · -$10.4M (2022-12)

Investment management fees

$206,153 Dec 31, 2025 reported Form 5500

$191,661 (2024-12) · $160,602 (2023-12) · $158,041 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	1,612	Not disclosed	Not disclosed	n/a	$60.6M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,657	Not disclosed	Not disclosed	n/a	$54.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,705	Not disclosed	Not disclosed	n/a	$47.4M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,749	Not disclosed	Not disclosed	n/a	$38.9M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Hudson Canyon Capital codes 28 51 $170,560 PY2025
this allocator codes 49 50 $161,807 PY2025
this allocator codes 49 50 $102,825 PY2025

+39 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Funded status changed
2025-01-01source

+7 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+8 connections on the graph

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