MAS - Benefit Planning Inc. - GS02F0035S

GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!®. The website for GSA Advantage!® is: https://www.GSAAdvantage.gov.

Multiple Award Schedule

FSC Group: Professional Services Contract number: GS-02F-0035S

Contract period: December 6, 2020-December 5, 2025

BENEFIT PLANNING INC

227 MIDLAND PARK

SHELBYVILLE, KY 40065-9735

(502) 633-1491 1 (800) 826-5824 Fax: (502) 633-1674 http://www.benefit-planning.com

Contract Administrator: Phyllis Revlett Business size: Small

For more information on ordering, go to the following website:

https://www.gsa.gov/schedules

Price list current as of Modification PA-0027 effective 07/26/2024

Prices Shown Herein are Net (discount deducted)

CUSTOMER INFORMATION

1a. Table of awarded special item number(s) with appropriate cross-reference to item descriptions and awarded price(s).

OLMRC

Order-Level Materials (OLM’s)

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply.

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate “Not applicable” for this item. – Not applicable

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage: Domestic

5. Point(s) of production :227 Midland Park, Shelbyville, KY 40065-9735

6. Discount from list prices or statement of net price. Government Net Prices (discounts already deducted.)

7. Quantity discounts: Volume Purchases above $10,000 - 2% off list price Volume Purchases above $25,000 - 4% off list price

8. Prompt payment terms. 1% 10 days, or Net 30 days. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9. Foreign items: Not Applicable

10a. Time of delivery. (21 days ARO.) Contact Contractor or To Be Determined at the Task Order level

10b. Expedited Delivery. Items available for expedited delivery are noted in this price list. Contact Contractor or To Be Determined at the Task Order level

10c. Overnight and 2-day delivery. Contact Contractor or To Be Determined at the Task Order level

10d. Urgent Requirements. Contact Contractor or To Be Determined at the Task Order level

11. F.O.B. point(s). Destination

12a. Ordering address(es). 227 Midland Park, Ste 3-A, Shelbyville, KY 40065-9735

12b. Ordering procedures: See Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address(es). 227 Midland Park, Ste 3-A, Shelbyville, KY 40065-9735

14. Warranty provision: Standard Commercial Warranty Terms & Conditions

15. Export packing charges: Not Applicable

16. Terms and conditions of rental, maintenance, and repair: Not applicable

17. Terms and conditions of installation: Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices: Not Applicable

18b. Terms and conditions for any other services: Not Applicable

19. List of service and distribution points: Not Applicable

20. List of participating dealers: Not Applicable

21. Preventive maintenance: Not Applicable

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants). Not Applicable

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services and show where full details can be found (e.g. contractor’s website or other location.) ICT accessibility standards can be found at: https://www.Section508.gov/.

Not Applicable

23. Unique Entity Identifier (UEI) number. KSRWNZDTWTM1

24. Notification regarding registration in System for Award Management (SAM) database. Contractor registered and active in SAM

Comprehensive training on various aspects of Benefits and Retirement for the Federal Employee.

Customer may choose CSRS or FERS or a combination CSRS/FERS training session. Customer may specify New Hire, Mid-Career, or Pre-Retirement agenda. Seminar prices include printed training Manuals for 30 attendees. Additional manuals may be purchased separately (see ancillary supplies and services)

01- ½ Day Benefits / Retirement Seminar (includes 30 manuals = $1,203

02 - 1 Day Benefits / Retirement Seminar (includes 30 manuals = $2,289

03 - 2 Day Benefits / Retirement Seminar (includes 30 manuals = $4,229

Ancillary Supplies and Services

1- ½ Day Benefits / Retirement Training Manual = $7.76

2- 1 Day Benefits / Retirement Training Manual = $11.64

3- 2 Day Benefits / Retirement Training Manual = $11.64

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS), formerly known as the Service Contract Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule (MAS) and all services provided. While no specific labor categories have been identified as being subject to SCLS/SCA due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CRF 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and / or when the contractor adds SCLS labor categories to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.