BENEFIT PLANNING INC (KY)
Registration and award facts
SAM.gov registration as of
- Net obligations since FY2008
- $901.4K
- $901,398under this UEI
- FY2026 obligations
- $0†
- Provisional
- Awards and orders
- 92
- with positive net obligations2 IDV vehicles held
- Latest action
- Apr 2, 2026
- SAM.gov registration
- Active
- Registration expiration date Nov 17, 2026
Registration
- Entity structure
- Corporate Entity (Not Tax Exempt)
- Business start date
- Aug 15, 1991 (35 years)
- Location
- Shelbyville, KY
- State of incorporation
- Kentucky
- Website
- benefit-planning.com
† FY2026 obligations (provisional; DoD awards signed after Jul 25, 2026 are not yet public).
Source: SAM.gov entity registration and FPDS contract actions recorded under UEI KSRWNZDTWTM1. GovChime does not check exclusions.
Performance
Net obligations recorded under this UEI since FY2008. Top lists show the largest five by share of this vendor's net obligations; the shares do not sum to 100%.
Net obligations by fiscal year of action
- FY2025: $4,350
- FY2022: $35,358
- FY2021: $23,460
- FY2020: $77,966
- FY2019: $75,548
- FY2018: $169,820
- FY2017: $157,199
- FY2016: $80,860
Show all 16 yearsEarlier years (FY2008–FY2015)
- FY2015: $48,375
- FY2014: $64,826
- FY2013: $70,208
- FY2012: $10,750
- FY2011: $3,009
- FY2010: $9,717
- FY2009: $30,571
- FY2008: $39,381
Total across 16 fiscal years: $901,398
Top awarding agencies
- Department of Homeland Security$465,540, 51.6%
- Department of Defense$162,896, 18.1%
- Department of the Treasury$146,245, 16.2%
- General Services Administration$61,099, 6.8%
- Department of Agriculture$30,109, 3.3%
Top awarding sub-agencies
- U.S. Immigration and Customs Enforcement$455,477, 50.5%
- Bureau of Engraving and Printing$146,245, 16.2%
- Department of the Navy$97,860, 10.9%
- Public Buildings Service$56,749, 6.3%
- Defense Logistics Agency$27,189, 3.0%
Top NAICS by obligations
- 611310Colleges, universities, and professional schools$800,673, 88.8%
- 611710Educational support services$13,725, 1.5%
- 813920Professional organizations$10,750, 1.2%
Top product and service codes by obligations
- U009Education/training- general$608,670, 67.5%
- U099Education/training- other$109,075, 12.1%
- R499Support- professional: other$80,928, 9.0%
- U008Education/training- training/curriculum development$55,878, 6.2%
- U001Education/training- lectures$16,608, 1.8%
Capabilities
NAICS codes
- 611430Professional and Management Development Training(primary)Small
- 813920Professional OrganizationsSmall
Small: small business for that NAICS, self-certified in SAM.gov registration.
SBA certifications
No certification in the SBA profile data.
Product and service codes (PSC)
- U009Education and Training
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.
Capabilities & Services
Contracts
Latest awards and orders
- HSCEMS16A00002Blanket purchase agreement (BPA)VehicleDepartment of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
- 47J00025F0044Delivery orderunder a federal supply schedule (FSS)General Services AdministrationOffice of Inspector GeneralLatest action
- GS02F0035SFederal supply schedule (FSS)VehicleGeneral Services AdministrationFederal Acquisition ServiceLatest action
- 70CDCR22P00000011Purchase orderDepartment of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
- HSCEMS17J00041BPA callunder a blanket purchase agreement (BPA)Department of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
- N6133120F0014Delivery orderunder a federal supply schedule (FSS)Department of DefenseDepartment of the NavyLatest action
- 70CMSW18FC0000028BPA callunder a blanket purchase agreement (BPA)Department of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
- 70CMSW18FC0000045BPA callunder a blanket purchase agreement (BPA)Department of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
- 70CDCR18FC0000026BPA callunder a blanket purchase agreement (BPA)Department of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
- 70CMSW20FC0000045BPA callunder a blanket purchase agreement (BPA)Department of Homeland SecurityU.S. Immigration and Customs EnforcementLatest action
Contact Info
As of . Source: SAM.gov Points of Contact.
SAM.gov registration for BENEFIT PLANNING INC lists a physical address and a separate mailing address, along with 4 verified points of contact. Past Performance contacts are the recommended outreach channel for due-diligence references; Government Business contacts handle procurement-facing correspondence.
Source: SAM.gov entity registration. Contacts displaying numeric or placeholder names have been filtered (defense-in-depth).
Physical Address
227 MIDLAND PARK
SHELBYVILLE, KY, 40065
USA
Mailing Address
227 MIDLAND PARK, STE 3A
SHELBYVILLE, KY, 40065
USA
Government Business Contact
PHYLLIS REVLETT
MGR., FIN & ADMIN
227 MIDLAND PARK, STE 3A
SHELBYVILLE, KY, 40065
USA
Electronic Business Contact
ANTHONY TINSLEY
PRESIDENT
227 MIDLAND PARK
SUITE 3-A
SHELBYVILLE, KY, 40065
USA
Past Performance Contact
PHYLLIS Revlett
Mgr., Fin & Admin
227 MIDLAND PARK, STE 3A
SHELBYVILLE, KY, 40065
USA
Government Business Alternate Contact
PHYLLIS REVLETT
MGR. FIN & ADMIN
227 MIDLAND PARK, STE 3A
SHELBYVILLE, KY, 40065
USA
Additional Details
As of . Source: SAM.gov Entity Registration.
BENEFIT PLANNING INC has no active federal suspension or debarment on record in SAM.gov. Current SAM.gov registration expires November 17, 2026.
Source: SAM.gov entity registration (FAR responses, registration status). Always verify active exclusions against the authoritative record on SAM.gov before contract award.
Compliance & Risk Assessment
Source: SAM.gov FAR responsesSuspension/Debarment Status
SAM.gov registration reports no active exclusion
Public Display
Entity information is publicly displayed
Disaster Relief Registry
Not registered for disaster relief
Bonding Information
No bonding information provided
EDI
Not declared in SAM.gov
Business Structure
Source: SAM.govRegistration Details
Source: SAM.govInitial Registration
Last Update
Registration Activation
Fiscal Year End
Country of Incorporation
Congressional District
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