# Temple University Post-Retirement Benefits Trust

Temple University Post-Retirement Benefits Trust is a Pension Fund based in Philadelphia, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Assets under management:** Undisclosed
- **Website:** temple.edu

## Regulatory record

- **Reports private funds:** No

## About

The Temple University Post-Retirement Benefits Trust exists to fund non-pension post-employment benefits—primarily health and life insurance—for the university's eligible retirees. Established as a subordinate entity under the university's 501(c)(3) umbrella, the trust falls under the governance of Temple's Board of Trustees. Mitchell L. Morgan, the board chair, and Alan M. Cohen, co-chair of the Finance and Investment Committee, provide fiduciary oversight, while Vice President for Finance and Treasurer David Marino handles the day-to-day treasury interface with the portfolio. The portfolio is structured around a bifurcated mandate. One side holds self-insurance trust funds, a cash and fixed-income heavy allocation designed to cover near-term claim payments directly from the university's Philadelphia balance sheet. The other side pursues return-seeking assets via a private real estate fund portfolio, with a recorded focus on mixed-use properties across the United States. This is not a diversified endowment model; the trust appears to apply a liability-driven investment framework paired with a concentrated, illiquid real asset sleeve rather than spreading across private equity, venture, and hedge funds. Team size and total asset value are not publicly disclosed by the trust. Philanthropic activity related to Temple University flows through a separate vehicle, the Temple University Health System Foundation, which keeps the trust's actuarial purpose distinct from fundraising. What distinguishes the structure is the pairing of a captive self-insurance pool with a private real estate allocation inside a single benefits trust. Most university post-retirement funds default to a traditional 60/40 public-market allocation or, if larger, an outsourced CIO. Temple's trust instead blends direct insurance reserves with institutional real estate funds, a configuration that reflects a deliberate governance choice to match long-dated retiree health liabilities with long-duration, income-producing property assets.

## Sectors

- Real Estate
- Healthcare Services

## People

- Mitchell L. Morgan — Chair of the Board of Trustees and Investment Committee
- Alan M. Cohen — Co-Chair of the Finance and Investment Committee
- David Marino — Vice President for Finance and Treasurer

## Questions

### Who runs investment decisions at the Temple University Post-Retirement Benefits Trust?

Governance rests with Temple University's Board of Trustees, chaired by Mitchell L. Morgan. The Finance and Investment Committee is co-chaired by Alan M. Cohen, while David Marino, as Vice President for Finance and Treasurer, manages the treasury and operational side of the fund. The trust does not employ a dedicated Chief Investment Officer separate from the university.

### How is the trust related to Temple University Health System?

The trust covers retiree benefits for Temple University employees. The Temple University Health System has its own separate philanthropic arm, the Temple University Health System Foundation. The trust and the health system foundation are distinct entities with different governance and purposes, though both operate within the broader Temple institutional framework in Philadelphia.

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Last updated: 2026-08-11T02:43:31.692Z

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