Benefit Planning Inc.
Shelbyville, KY
- 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)
- Other NAICS codes 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 .
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $0 |
| FY2025 | $4,350 |
Contract vehicles
Contract awards
Latest 5 listed here. See the rest on GovTribe.
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| Wienken Advisors, LTD. | Mechanicsburg, PA | 611430 Professional and Management Development Training |
| GEB | Tampa, FL | 611430 Professional and Management Development Training |
| All About Csrs Fers & TSP | Bardstown, KY | 611430 Professional and Management Development Training |
| Profeds LLC | Overland Park, KS | 611710 Educational Support Services |
| Federal Employee Benefits Advocates LLC | Shreveport, LA | 541611 Administrative Management and General Management Consulting Services |
About the company
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.
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
Is Benefit Planning Inc. registered in SAM.gov?
Yes. Benefit Planning Inc.'s SAM.gov registration is active through November 17, 2026.
What is Benefit Planning Inc.'s CAGE code?
Benefit Planning Inc.'s CAGE code is 3DB59, and its Unique Entity ID (UEI) is KSRWNZDTWTM1.
Which contract vehicles does Benefit Planning Inc. hold?
Benefit Planning Inc. holds a place on 2 federal contract vehicles, including MAS and PSS.
How much has Benefit Planning Inc. received in federal contracts?
Federal contracts obligated $4,350 to Benefit Planning Inc. in fiscal year 2025.
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