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Original filing (PDF)20251007150111NAL0002563843001
METROPOLITAN ANESTHESIA NETWORK, LLP
Form 5500
FILING_RECEIVED
METROPOLITAN ANESTHESIA NETWORK, LLP CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
—
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METROPOLITAN ANESTHESIA NETWORK, LLP.
Plan sponsor
Name
METROPOLITAN ANESTHESIA NETWORK, LLP
EIN
41-1524692
Address
14700 28TH AVENUE NORTH, SUITE 20 · PLYMOUTH, MN · 55447
Phone
(763) 559-3779
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
40 direct securities· $3.8M(67% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| US Treasury NT US Treasury 2.25% | — | — | $289K | $293K | 5.1% | |
| US Treasury NT US Treasury 4.625% | — | — | $207K | $201K | 3.5% | |
| US Treasury NT US Treasury 3.75% | — | — | $200K | $198K | 3.5% | |
| US Treasury NT US Treasury 0.5% | — | — | $181K | $180K | 3.2% | |
| US Treasury NT US Treasury 4% | — | — | $149K | $150K | 2.6% | |
| Flagstar Bank NT Cash Equivalents 5.2% | — | — | $100K | $101K | 1.8% | |
| Lilly Eli & Co Pharmaceuticals | — | — | $102K | $100K | 1.8% | |
| Lowe's Companies Consumer Discretionary | — | — | $100K | $100K | 1.8% | |
| US Treasury NT US Treasury 4.25% | — | — | $100K | $100K | 1.8% | |
| Pennsylvania ST Municipality | — | — | $100K | $100K | 1.8% | |
| The Goldman Sachs Financials | — | — | $99K | $100K | 1.7% | |
| Applied Materials Industrials | — | — | $99K | $100K | 1.7% | |
| New York NY Municipality | — | — | $98K | $99K | 1.7% | |
| US Treasury NT US Treasury 3% | — | — | $99K | $99K | 1.7% | |
| Royal Bank of Canada Financials | — | — | $101K | $99K | 1.7% | |
| US Treasury NT US Treasury 2.875% | — | — | $100K | $99K | 1.7% | |
| Paypal Holdings Financials | — | — | $97K | $99K | 1.7% | |
| Bank of America Financials | — | — | $100K | $98K | 1.7% | |
| BP Capital Energy | — | — | $100K | $98K | 1.7% | |
| JP Morgan Chase Financials | — | — | $97K | $98K | 1.7% | |
| Union Pacific Co Transportation | — | — | $98K | $98K | 1.7% | |
| United Health Group Health Care | — | — | $100K | $98K | 1.7% | |
| Target Corporation Consumer Staples | — | — | $96K | $98K | 1.7% | |
| Hawaii ST Municipality | — | — | $95K | $98K | 1.7% | |
| American Express Financials | — | — | $99K | $97K | 1.7% | |
| Sysco Corporation Consumer Staples | — | — | $98K | $96K | 1.7% | |
| The Charles Schwab Financials | — | — | $93K | $95K | 1.7% | |
| San Jose Calif Municipality | — | — | $95K | $95K | 1.7% | |
| Wells Fargo Co MTN Financials | — | — | $69K | $69K | 1.2% | |
| US Treasury NT US Treasury 0.5% | — | — | $48K | $50K | 0.9% | |
| Bristol-Myers Squib Pharmaceuticals | — | — | $49K | $49K | 0.9% | |
| Caterpillar Fin Industrials | — | — | $47K | $48K | 0.8% | |
| Toyota Motor Credit Consumer Discretionary | — | — | $47K | $48K | 0.8% | |
| United Health Group Health Care | — | — | $46K | $45K | 0.8% | |
| John Deere Capital Industrials | — | — | $40K | $40K | 0.7% | |
| Alexandria VA Municipality | — | — | $39K | $40K | 0.7% | |
| Gilead Sciences Pharmaceuticals | — | — | $39K | $40K | 0.7% | |
| Oregon ST Municipality | — | — | $38K | $39K | 0.7% | |
| Schlumberger Fin Industrials | — | — | $38K | $39K | 0.7% | |
| Bensenville IL Municipality | — | — | $37K | $39K | 0.7% |