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Physicians Organization at Childrens Hospital Retirement Plan Group Trust
The trust functions as a defined-benefit pension vehicle for eligible employees of Boston Children’s Health Physicians and its affiliated entities, rooted in...
Physicians Organization at Childrens Hospital Retirement Plan Group Trust
The trust functions as a defined-benefit pension vehicle for eligible employees of Boston Children’s Health Physicians and its affiliated entities, rooted in the Physicians’ Organization at Children’s Hospital, Inc. Daniel J. Taillard serves as CFO for the parent organization, with Todd Katzman identified in regulatory filings as the primary contact for the retirement plan. The plan's known investment footprint includes alternatives exposure via Marcus Capital Partners Fund IV, a vehicle with a global commercial mandate, alongside separately held Non-ERISA investment assets domiciled in New York. Exact asset-class weights and stage preferences remain undisclosed, beyond an apparent bias toward fund commitments rather than direct co-investments. No dedicated investment staff or external OCIO arrangement is publicly documented. The parent organization participates in the Health Care Reform Act elector list in New York, indicating a regulatory and advocacy posture tied to the broader healthcare ecosystem it serves. Structurally, the trust derives its identity solely from the sponsoring physician organization — it has no separate brand, dedicated website, or disclosed governance board independent of Boston Children’s Health Physicians. This integration distinguishes it from stand-alone health system pension funds that maintain distinct investment offices and public-facing strategies.
General information
Firm type
Pension Fund
Year founded
2004
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Allen Dozor
President, Physicians Organization at Childrens Hospital
Daniel J. Taillard
Chief Financial Officer, Physicians Organization at Childrens Hospital
Todd Katzman
Regulatory Filing Contact
Sector focus
Frequently asked questions
Who runs investment decisions at Physicians Organization at Childrens Hospital Retirement Plan Group Trust?
The trust does not disclose a dedicated chief investment officer or internal investment team. Todd Katzman is the regulatory filing contact, and CFO Daniel J. Taillard likely oversees financial stewardship for the parent organization, but day-to-day asset management responsibilities — including whether an OCIO, consultant, or internal committee directs allocations — have not been made public.
Does the trust manage an internal portfolio or rely on external managers?
Public records indicate it allocates to external vehicles — Marcus Capital Partners Fund IV is a confirmed commitment — and holds Non-ERISA assets separately in New York. There is no evidence of a direct internal investment team, suggesting the trust operates through fund-of-fund or external manager relationships rather than direct co-investing.
What is the relationship between the trust and Boston Children’s Hospital?
The trust was established by the Physicians’ Organization at Children’s Hospital, Inc. to provide pension benefits to eligible employees of Boston Children's Health Physicians, a clinical affiliate operating in New York and Connecticut. It is not a direct subsidiary of Boston Children’s Hospital itself, though the clinical network carries the hospital’s brand.
Does the trust invest in venture capital or healthcare-focused funds?
Its only publicly known alternative commitment is to Marcus Capital Partners Fund IV, a global commercial vehicle without a disclosed sector focus. No dedicated healthcare venture allocations or impact-investing mandates have been identified in available filings.
Is the trust a single-family office, pension fund, or something else?
It is classified as a pension fund — specifically a defined-benefit trust for healthcare professionals. It is not a family office, endowment, or foundation, and it operates solely to meet retirement obligations for the sponsoring physician organization's workforce.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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