Benefit Planning Inc.
Shelbyville, KY Benefit Planning, Inc.
- UEI
- KSRWNZDTWTM1
- CAGE
- 3DB59
- Primary NAICS
- 611430 Professional and Management Development Training
- SAM.gov registration
- Active through
Company facts
- Self-certified in SAM.gov
- Entity structure
- Corporate Entity (Not Tax Exempt)
- NAICS codes registered in SAM.gov
- SAM.gov registration date
- Physical address
- 227 Midland Park, Shelbyville, KY 40065, USA
- Website
- benefit-planning.com
- Employees
- 11-50
- Estimated annual revenue
- $1M-$10M
- Industry
-
- Financials
- Insurance
- SIC code
- 64 Insurance Agents, Brokers, & Service
- Profiles
Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .
Recent federal awards
| Award | Agency | Obligated | Awarded |
|---|---|---|---|
| Federal retirement training seminar | Office of the Inspector General | $4,350 | |
| Retirement training services for employees in fairfax and richmond | Immigration and Customs Enforcement | $8,750 | |
| Virtual seminar session to be performed over a 2-business day period. Seminar to be offered to RD nebraska employees. | Washington Office | $4,060 | |
| Retirement training services for ICE federal employees | Immigration and Customs Enforcement | $3,775 | |
| Pre-retirement training | Immigration and Customs Enforcement | $3,775 |
About Benefit Planning Inc.
Benefit Planning Inc. is a for-profit Subchapter S Corporation registered in SAM.gov since 2003, specializing in retirement planning services for federal employees. The company provides targeted training and consulting services focused on retirement preparation and benefits education for government agencies. Based in Shelbyville, Kentucky, Benefit Planning Inc. has demonstrated expertise in delivering comprehensive retirement training seminars and educational sessions across multiple federal departments.
The company's federal contract awards reveal a consistent focus on retirement training services, with contracts primarily delivered through the Multiple Award Schedule (MAS) contract vehicle. Benefit Planning Inc. has executed federal contract awards for retirement training seminars with agencies including Immigration and Customs Enforcement, Department of Agriculture's Nebraska State Office, and the Office of the Inspector General. Contract values have ranged from $3,775 to $8,750, with delivery formats including virtual and in-person seminar sessions. The majority of their contracts have not been set aside for specific business types, though one contract for a virtual seminar with the Nebraska State Office was designated as a Total Small Business set-aside. Their recent contract portfolio demonstrates a specialized niche in providing targeted retirement training services to federal employees across various geographic locations and agencies, with a consistent emphasis on pre-retirement planning and benefits education.
Contract vehicles
SBA capabilities narrative
Since 1987 Benefit Planning has been helping federal employees understand their benefits and provide guidance for integrating their benefits package in to their personal financial plan and their plans for retirement.
Quick answers
What is Benefit Planning Inc.'s UEI?
Benefit Planning Inc.'s Unique Entity ID (UEI) in SAM.gov is KSRWNZDTWTM1.
What is Benefit Planning Inc.'s CAGE code?
Benefit Planning Inc.'s CAGE code is 3DB59.
What is Benefit Planning Inc.'s primary NAICS code?
Benefit Planning Inc.'s primary NAICS code is 611430 (Professional and Management Development Training).
Where is Benefit Planning Inc. located?
Benefit Planning Inc.'s physical address in SAM.gov is 227 Midland Park, Shelbyville, KY 40065, USA.
Is Benefit Planning Inc. registered in SAM.gov?
Yes. Benefit Planning Inc.'s SAM.gov registration is active through November 17, 2026.
Which contract vehicles does Benefit Planning Inc. hold?
Benefit Planning Inc. holds a place on 2 federal contract vehicles, including MAS and PSS.
What is Benefit Planning Inc.'s most recent federal award?
Benefit Planning Inc.'s most recent federal contract award is Federal retirement training seminar (47J00025F0044), from Office of the Inspector General, on October 1, 2025.
On GovTribe
See Benefit Planning Inc.'s full federal record
- Federal contract awards
- IDV awards
- Contract vehicles
- Funding analysis by agency, NAICS and set-aside
- Similar vendors