# INTEGRATED BENEFITS, INCORPORATED

INTEGRATED BENEFITS, INCORPORATED is an SEC-registered investment adviser.

## Registration

- CRD: 112518
- Type: SEC-registered investment adviser
- SEC file number: 801-132391
- Phone: 970-618-3000
- Latest filing: 2026-03-31
- Regulatory AUM: $101.3M
- Discretionary AUM: $81.2M
- Non-discretionary AUM: $20.1M
- Clients: 2
- Accounts: 155

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Roy Edwin Stachnik | PRESIDENT AND OWNER | — |
| Sarah Katherine Stachnik | CHIEF COMPLIANCE OFFICER AND OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112518/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112518/similar
- Related entities: https://search.stillhousedata.com/firm/112518/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112518

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.