Form 5500 · Employee benefit plan · PHOENIX, AZ
STACH & LIU, LLC
The filing calls this plan STACH & LIU, LLC DBA BISHOP FOX GROUP BENEFIT PLAN.
STACH & LIU, LLC of PHOENIX, AZ insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is SEQUOIA BENEFITS & INS SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4391540 · plan 501 · plan year 2025, filed Jul 10, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,158 people.
Reported premium across the insured contracts is $2,937,965, with $28,114 in disclosed broker commissions — about 1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
SEQUOIA BENEFITS & INS SERVICES LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA and SUN LIFE ASSURANCE COMPANY OF CANADA. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Vision, Life, Disability | 235 | Jan 1, 2026 | $167,333 | $18,366 |
| DELTA DENTAL OF ARIZONA | Dental | 464 | Jan 1, 2026 | $194,967 | $9,748 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,158 | Jan 1, 2026 | $2,575,665 | $0 |
Premium and claims on this contract
DELTA DENTAL OF ARIZONA, contract 0060757. For the contract year on this filing, the carrier reported $194,967 in premium earned and $139,144 in claims incurred. Dividing one by the other gives 71%.
- DELTA DENTAL OF ARIZONA, contract 0060757 reported $49,034 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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