Benefit Planning
UEI: KSRWNZDTWTM1
• CAGE: 3DB59
Overview
Awardee Type
Parent
Federal Capability Statement
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.
Website
Headquarters
Shelbyville, KY
United States
United States
Most Recent Award
Oct. 1, 2025
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Federal contract recipient
BENEFIT PLANNING INC
(UEI KSRWNZDTWTM1, CAGE 3DB59)
is headquartered in Shelbyville KY.
Its primary registered NAICS is 611430 Professional and Management Development Training.
The corporation
was founded in August 1991 and
federally registered in
January 2003.
Federal Award Analysis
Benefit Planning federal award history
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Contracts
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Subcontracts
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Grants
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Subgrants
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Total
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Federal Registration and Certifications
Legal Name
BENEFIT PLANNING INC
Division Name
BENEFIT PLANNING, INC.
UEI
KSRWNZDTWTM1
CAGE Code
3DB59
SBA Certifications
None
Self Certifications
For Profit Organization, Subchapter S Corporation
Entity Structure
Corporate Entity (Not Tax Exempt)
Purpose of Registration
Federal Contracts and Assistance
Date Founded
Aug. 15, 1991
Initial Registration
Jan. 24, 2003
Last Registration
Dec. 6, 2024
Registration Activation
Dec. 6, 2024
Registration Expiration
Dec. 4, 2025
Fiscal Year End
December 31
Reported Entity Types
For Profit Organization
Subchapter S Corporation
Subchapter S Corporation
State of Incorporation
KY
Country of Incorporation
USA
Employees
<500
Reported NAICS
Reported PSC
Accepts Credit Cards
Yes
People
Vendor contacts at Benefit Planning
GSA Schedules and Price Lists
- Benefit Planning
- PoP: 12/6/05 - 12/5/25
- Type: Multiple Award Schedule (MAS)
- Obligated: $808,894
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