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  5. BENEFIT PLANNING, INC.

BENEFIT PLANNING, INC.

Company Details

Name: BENEFIT PLANNING, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 15 Aug 1991 (34 years ago)
Organization Date: 15 Aug 1991 (34 years ago)
Last Annual Report: 20 Mar 2024 (a year ago)
Organization Number: 0289760
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40065
City: Shelbyville
Primary County: Shelby County
Principal Office: 227 MIDLAND PARK, STE 3A, SHELBYVILLE, KY 40065
Place of Formation: KENTUCKY
Authorized Shares: 1000

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
KSRWNZDTWTM1 2025-02-01 227 MIDLAND PARK, SHELBYVILLE, KY, 40065, 9735, USA 227 MIDLAND PARK, STE 3A, SHELBYVILLE, KY, 40065, 1147, USA

Business Information
URL http://www.benefit-planning.com
Division Name BENEFIT PLANNING, INC.
Congressional District 04
State/Country of Incorporation KY, USA
Activation Date 2024-02-06
Initial Registration Date 2003-01-24
Entity Start Date 1991-08-15
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 611430, 813920
Product and Service Codes U009

Points of Contacts
Electronic Business
Title PRIMARY POC
Name PHYLLIS REVLETT
Role MGR. FIN & ADMIN
Address 227 MIDLAND PARK, STE 3A, SHELBYVILLE, KY, 40065, USA
Government Business
Title PRIMARY POC
Name PHYLLIS REVLETT
Role MGR., FIN & ADMIN
Address 227 MIDLAND PARK, STE 3A, SHELBYVILLE, KY, 40065, USA
Title ALTERNATE POC
Name ANTHONY TINSLEY
Role PRESIDENT
Address 227 MIDLAND PARK, SUITE 3-A, SHELBYVILLE, KY, 40065, USA
Past Performance
Title PRIMARY POC
Name PHYLLIS REVLETT
Role MGR., FIN & ADMIN
Address 227 MIDLAND PARK, STE 3A, SHELBYVILLE, KY, 40065, USA

Registered Agent

Name Role
ANTHONY L. TINSLEY Registered Agent

President

Name Role
Anthony L Tinsley President

Secretary

Name Role
Tony R Nichols Secretary

Director

Name Role
ROBERT L. TINSLEY Director
JAMES T. ROLLINS, JR. Director

Incorporator

Name Role
ROBERT L. TINSLEY Incorporator

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 401052 Agent - Variable Life and Variable Annuities Inactive 2003-02-18 - 2018-10-01 - -
Department of Insurance DOI ID 401052 Agent - Life Inactive 1991-10-23 - 2018-10-01 - -
Department of Insurance DOI ID 401052 Agent - Health Inactive 1991-10-23 - 2018-10-01 - -

Filings

Name File Date
Annual Report 2024-03-20
Annual Report 2023-02-07
Annual Report 2022-03-07
Registered Agent name/address change 2021-03-04
Annual Report 2021-03-04
Annual Report 2020-06-18
Annual Report 2019-04-19
Annual Report 2018-03-16
Annual Report 2017-05-04
Annual Report 2016-01-18

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PO AWARD NNX12TF27P 2012-08-28 2012-08-31 2012-08-31
Unique Award Key CONT_AWD_NNX12TF27P_8000_-NONE-_-NONE-
Awarding Agency National Aeronautics and Space Administration
Link View Page

Description
Title IGF::OT::IGF OTHER FUNCTION: INTERNAL TRAINING COURSE TITLE: RETIREMENT PLANNING SEMINAR
NAICS Code 813920: PROFESSIONAL ORGANIZATIONS
Product and Service Codes U099: EDUCATION/TRAINING- OTHER

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 227 MIDLAND PARK, STE 3A, SHELBYVILLE, 400651147, UNITED STATES
DELIVERY ORDER AWARD HSCEMS11F00053 2011-09-27 2011-09-12 2011-09-12
Unique Award Key CONT_AWD_HSCEMS11F00053_7012_GS02F0035S_4730
Awarding Agency Department of Homeland Security
Link View Page

Award Amounts
Obligated Amount 3064.00
Current Award Amount 3064.00
Potential Award Amount 3064.00

Description
Title FINANCIAL PLANNING TRAINING.
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U008: TRAINING/CURRICULUM DEVELOPMENT

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Recipient Address 500 MAIN ST, SHELBYVILLE, SHELBY, KENTUCKY, 400651206, UNITED STATES
DO AWARD HSCEMS10F00017 2010-07-21 2010-07-22 2010-07-22
Unique Award Key CONT_AWD_HSCEMS10F00017_7012_GS02F0035S_4730
Awarding Agency Department of Homeland Security
Link View Page

Description
Title TRAINING FOR FERS EMPLOYEES ON PERSONAL FINANCIAL PLANNING.
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U009: EDUCATION SERVICES

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, 400651206, UNITED STATES
DO AWARD HSBP20100048900135 2010-06-17 2010-07-26 2010-07-26
Unique Award Key CONT_AWD_HSBP20100048900135_7014_GS02F0035S_4730
Awarding Agency Department of Homeland Security
Link View Page

Description
Title TRG/TUITION DIAZ, AGUSTIN (GROUP 60)
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U005: TUITION/REG/MEMB FEES

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, 400651206, UNITED STATES
DO AWARD HSSCCG09F00460 2009-08-25 2009-09-18 2009-09-18
Unique Award Key CONT_AWD_HSSCCG09F00460_7003_GS02F0035S_4730
Awarding Agency Department of Homeland Security
Link View Page

Description
Title TSP FINANCIAL PLANNING TRAINING CLASSES
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U099: OTHER ED & TRNG SVCS

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, 400651206, UNITED STATES
DO AWARD DEAD0609RL15058 2009-08-05 2009-06-30 2009-06-30
Unique Award Key CONT_AWD_DEAD0609RL15058_8900_GS02F0035S_4730
Awarding Agency Department of Energy
Link View Page

Description
Title PROVIDE 3 DAY FEDERAL RETIREMENT PLANNING TRAINING AT THE RICHLAND OPERATIONS OFFICE IN RICHLAND, WASHINGTON.
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U009: EDUCATION SERVICES

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, 400651206, UNITED STATES
DELIVERY ORDER AWARD W912ES09F0002 2009-06-22 2009-04-30 2009-04-30
Unique Award Key CONT_AWD_W912ES09F0002_9700_GS02F0035S_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 7359.66
Current Award Amount 7359.66
Potential Award Amount 7359.66

Description
Title RETIREMENT CLASS 28-30 APRIL 2009
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes 6910: TRAINING AIDS

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, SHELBY, KENTUCKY, 400651206, UNITED STATES
DO AWARD HSCEMD09F00041 2009-02-04 2009-02-20 2009-02-20
Unique Award Key CONT_AWD_HSCEMD09F00041_7012_GS02F0035S_4730
Awarding Agency Department of Homeland Security
Link View Page

Description
Title TRAINING FOR FERS EMPLOYEES FOR PERSONAL FINANCIAL PLANNING. SIGNIFICANT SAVINGS BY PROVIDING ON-SITE VS. HAVING 50 EMPLOYEES TRAVEL TO DC AREA FOR TRAINING. WE HAVE 50 NEW HIRES SINCE JUNE 02. SEE ATTACHED VENDOR INFO.
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U001: LECTURES FOR TRAINING

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, 400651206, UNITED STATES
PO AWARD DJBCCCHN150005 2008-11-14 2008-12-14 2008-12-14
Unique Award Key CONT_AWD_DJBCCCHN150005_1540_-NONE-_-NONE-
Awarding Agency Department of Justice
Link View Page

Description
Title PRE-RETIREMENT TRAINING.
NAICS Code 611710: EDUCATIONAL SUPPORT SERVICES
Product and Service Codes AF13: EDUCATION (ADVANCED)

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 227 MIDLAND PARK, STE 3A, SHELBYVILLE, 400651147, UNITED STATES
DO AWARD SP441008F0013 2007-11-15 2007-12-10 2007-12-10
Unique Award Key CONT_AWD_SP441008F0013_9700_GS02F0035S_4730
Awarding Agency Department of Defense
Link View Page

Description
Title TRAINING
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes R499: OTHER PROFESSIONAL SERVICES

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, 400651206, UNITED STATES
Unique Award Key CONT_AWD_W912ES08F0006_9700_GS02F0035S_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 7234.00
Current Award Amount 7234.00
Potential Award Amount 7234.00

Description
Title RETIREMENT CLASS 6-7-8 MAY 2008
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes R419: EDUCATIONAL SERVICES

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, SHELBY, KENTUCKY, 400651206, UNITED STATES
Unique Award Key CONT_AWD_W911XK08F0001_9700_GS02F0035S_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 4958.00
Current Award Amount 4958.00
Potential Award Amount 4958.00

Description
Title ENGINEERING TECHNICAL SUPPORT (ETS)
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U012: INFORMATION TRAINING

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Legacy DUNS 790801765
Recipient Address 500 MAIN ST, SHELBYVILLE, SHELBY, KENTUCKY, 400651206, UNITED STATES
Unique Award Key CONT_IDV_GS02F0035S_4730
Awarding Agency General Services Administration
Link View Page

Award Amounts
Obligated Amount 0.00
Potential Award Amount 1531404.00

Description
Title FEDERAL SUPPLY SCHEDULE CONTRACT
NAICS Code 611310: COLLEGES, UNIVERSITIES, AND PROFESSIONAL SCHOOLS
Product and Service Codes U008: EDUCATION/TRAINING- TRAINING/CURRICULUM DEVELOPMENT

Recipient Details
Recipient BENEFIT PLANNING INC
UEI KSRWNZDTWTM1
Recipient Address UNITED STATES, 227 MIDLAND PARK, SHELBYVILLE, SHELBY, KENTUCKY, 400659735

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0340905 BENEFIT PLANNING INC - KSRWNZDTWTM1 227 MIDLAND PARK, SHELBYVILLE, KY, 40065-9735
Capabilities Statement Link -
Phone Number 502-633-1491
Fax Number 502-633-1674
E-mail Address rev@benefit-planning.com
WWW Page http://www.benefit-planning.com
E-Commerce Website -
Contact Person PHYLLIS REVLETT
County Code (3 digit) 211
Congressional District 04
Metropolitan Statistical Area -
CAGE Code 3DB59
Year Established 1991
Accepts Government Credit Card Yes
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications -
Business Development Servicing Office KENTUCKY DISTRICT OFFICE (SBA office code 0457)
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.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Retirement Planning, Benefits Seminars, Retirement Seminars, Financial Planning, Asset Management, Life Insurance
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Robert L. Tinsley
Role President
Name Anthony L. Tinsley
Role Vice President
Name Tony R. Nichols
Role Secretary / Treasurer

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 813920
NAICS Code's Description Professional Organizations
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

Tony R Nichols

TN ENTERPRISES, LLC

ROBERT L. TINSLEY

TINSLEY GRADING SERVICES, INC.

Related by address

No related companies by address

Sources: Kentucky Secretary of State

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