Is BENEFITS PLANNING CORPORATION active?

No — BENEFITS PLANNING CORPORATION is no longer active. The Montana registry lists it as revoked, as of the 2026-07-29 source snapshot. The status is republished verbatim from the Secretary of State record.

Where is BENEFITS PLANNING CORPORATION registered?

BENEFITS PLANNING CORPORATION is registered in Montana under company number F030504, first registered on October 23, 1997.

What type of company is BENEFITS PLANNING CORPORATION?

BENEFITS PLANNING CORPORATION is registered as a corporation with the Montana Secretary of State.

Where is BENEFITS PLANNING CORPORATION registered to do business?

Beyond its Montana registration, linked records — same legal name plus a shared officer, agent, address or home state — appear in 4 other state registers, including 3 foreign qualifications in Arkansas, Colorado, Maryland. Each is listed in the filings section above.

Who are the officers and directors of BENEFITS PLANNING CORPORATION?

The Montana registry lists 4 people for BENEFITS PLANNING CORPORATION: ANTHONY T IZZO (officer), PATRICIA IZZO (director), ANTHONY T IZZO (director), PATRICIA IZZO (officer). The full list is in the officers & directors section above.

Does BENEFITS PLANNING CORPORATION have UCC liens?

No UCC financing statements name BENEFITS PLANNING CORPORATION as debtor in the indexed state registries.

In which states is BENEFITS PLANNING CORPORATION registered with the Secretary of State?

BENEFITS PLANNING CORPORATION appears in 5 state business registers: Montana, Arkansas, Colorado, Maryland, New York. Montana is the home registration; the rest are foreign qualifications or linked filings, each listed in the filings section above.

Is BENEFITS PLANNING CORPORATION a federal contractor?

BENEFITS PLANNING CORPORATION appears in 1 federal recipient record (SAM.gov), indicating registration to receive federal awards. Obligation totals are not available for these records.

Does BENEFITS PLANNING CORPORATION hold any licenses?

1 license and credential record is matched to BENEFITS PLANNING CORPORATION. Each license, its type and issuing authority is listed in the Licenses section above.

What public records are linked to BENEFITS PLANNING CORPORATION?

7 public records are linked to BENEFITS PLANNING CORPORATION: 1 in Filings, 1 in Licenses & authorities, 1 in Loans, 4 in 401(k) — matched across federal, state and municipal registers by its registered legal names.

Where does this data come from?

Every fact on this profile is republished from official public registers — Secretary of State filings, UCC indexes and federal datasets. Each section names its issuing register and the snapshot Netstate last retrieved (latest: 2026-07-29).

BENEFITS PLANNING CORPORATION — Montana Corporation No. F030504: Revoked, 1 filing

BENEFITS PLANNING CORPORATION is a Montana corporation, registered on October 23, 1997. It is based at ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747-0000. The company has since been marked revoked on the Montana register and is registered under company number F030504. Its officers and directors on record include ANTHONY T IZZO, PATRICIA IZZO, ANTHONY T IZZO, among 4 on file. Public records for the company include 1 SoS registration, 1 license, 1 federal contract, 1 loan record and 4 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.

Legal entity name	BENEFITS PLANNING CORPORATION
Principal address	ONE HUNTINGTON QUADRANGLEMELVILLE11747-0000NYUnited States
Mailing address	ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747, US
Registration state	Montana
Status	Revoked
Formed in	New York (foreign registration)
Home company	BENEFITS PLANNING CORPORATION · Active
Registered	23 October 1997 (almost 29 years ago)
Officers & directors	ANTHONY T IZZO, officer, directorPATRICIA IZZO

Dissolved	2010-11-01

Entity type	Corporation

Standing	not compliant

Company number	F030504

Registered agent	C T CORPORATION SYSTEM

Source registry	Montana Secretary of State · updated 15 June 2026

Public records	1 SoS registration

Federal contractor	Yes · 1 federal recipient record (SAM)
SBA loans	$152K · approved amounts

State	Business name	Filed	Registered agent	Officers	Status
MontanaTHIS	BENEFITS PLANNING CORPORATION	1997-10-23	C T CORPORATION SYSTEM	ANTHONY T IZZOOfficer, DirectorPATRICIA IZZODirector, Officer	Revoked
Filing ID F030504 Jurisdiction Foreign · CorporationFormed in New York Principal address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747-0000 Registered agent C T CORPORATION SYSTEM3011 AMERICAN WAY, MISSOULA, MT, 59808 Officers ANTHONY T IZZOOfficer, Director PATRICIA IZZODirector, Officer
Arkansas	BENEFITS PLANNING CORPORATION	1997-10-30	THE CORPORATION COMPANY	PATRICIA IZZOOfficerANTHONY T. IZZOOfficer2 more	Revoked

Colorado	BENEFITS PLANNING CORPORATION	1997-11-04	—	—	Revoked

Maryland	BENEFITS PLANNING CORPORATION	1997-10-22	REGISTERED AGENT SOLUTIONS, INC	—	Active

New York	BENEFITS PLANNING CORPORATION	1984-09-05	BENEFITS PLANNING CORPORATION	PATRICIA IZZOOfficer	Active

State	License / ID	Type	Issued	Status
Florida	R038780	—	—	VALID
business address 1 1 HUNTINGTON QUADRANGLE business address 2 SUITE 2C10 business city MELVILLE business state NY business zip 11747 email address TONYIZZO@EROLS.COM full name BENEFITS PLANNING CORPORATION license issue date 11/28/2006 12:00:00 AM license number R038780 license status VALID license type class AGENCY LICENSE license type class code 2105 licensee kind business mailing address 1 1 HUNTINGTON QUADRANGLE mailing address 2 SUITE 2C10 mailing city MELVILLE mailing state NY mailing zip 11747 npn 1633153 residency type Non-Resident source file AllValidLicensesBusiness.csv Source: FL DFS insurance licensees · document dtx-licenses/7d667292c54075a8f4ecba69

Amount	Approved	Lender	Jobs	Status
$151,802	05/01/2020	JPMorgan Chase Bank, National Association	15	Paid in Full
borrower address 1 HUNTINGTON QUAD borrower city MELVILLE borrower name BENEFITS PLANNING CORPORATION borrower state NY borrower zip 11747 business age description Existing or more than 2 years old business type Subchapter S Corporation congressional district NY-01 current approval amount 151802 date approved 05/01/2020 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 153665.71 forgiveness date 07/27/2021 franchise name — gender Unanswered health care proceed 16384 hubzone indicator N initial approval amount 151802 jobs reported 15 lmi indicator N loan number 2573967704 loan status Paid in Full loan status date 08/21/2021 mortgage interest proceed — naics code 524113 non profit — originating lender JPMorgan Chase Bank, National Association originating lender city CHICAGO originating lender location id 194093 originating lender state IL payroll proceed 121442 processing method PPP project city MELVILLE project county name SUFFOLK project state NY project zip 11747-0001 race Unanswered refinance eidl proceed — rent proceed 8880 rural urban indicator U sba guaranty percentage 100 sba office code 0235 servicing lender address 1111 Polaris Pkwy servicing lender city COLUMBUS servicing lender location id 48270 servicing lender name JPMorgan Chase Bank, National Association servicing lender state OH servicing lender zip 43240-2031 term 24 undisbursed amount 0 utilities proceed 5096 veteran Unanswered Source: SBA PPP loans · document sba-ppp/2573967704

Plan	Plan year	Participants	EIN
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN	—	—	—
ack id 20130919094144P030146229781001 admin ein 112701240 admin name BENEFITS PLANNING CORPORATION business code 525100 date received 2013-09-19 filing status FILING_RECEIVED filing year 2012 form type 5500_SF pension benefit code 2E2F2G2J2K3D plan effective date 1998-01-01 plan name BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2012-01-01 sponsor address1 ONE HUNTINGTON QUADRANGLE sponsor address2 — sponsor city MELVILLE sponsor dba name — sponsor ein 112701240 sponsor name BENEFITS PLANNING CORPORATION sponsor phone 6319916050 sponsor state NY sponsor zip 11747 tax period 2012-12-31 total assets boy 896602 total assets eoy 1140791 total participants boy 13 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN	—	—	—
ack id 20140617113628P040448337185001 admin ein 112701240 admin name BENEFITS PLANNING CORPORATION business code 525100 date received 2014-06-17 filing status FILING_RECEIVED filing year 2013 form type 5500_SF pension benefit code 2E2F2G2J2K3D plan effective date 1998-01-01 plan name BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2013-01-01 sponsor address1 ONE HUNTINGTON QUADRANGLE sponsor address2 — sponsor city MELVILLE sponsor dba name — sponsor ein 112701240 sponsor name BENEFITS PLANNING CORPORATION sponsor phone 6319916050 sponsor state NY sponsor zip 11747 tax period 2013-12-31 total assets boy 1140791 total assets eoy 1444195 total participants boy 14 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN	—	—	—
ack id 20120928102551P030007862068001 admin ein 112701240 admin name BENEFITS PLANNING CORPORATION business code 525100 date received 2012-09-28 filing status FILING_RECEIVED filing year 2011 form type 5500_SF pension benefit code 2E2F2G2J2K3D plan effective date 1998-01-01 plan name BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2011-01-01 sponsor address1 ONE HUNTINGTON QUADRANGLE sponsor address2 — sponsor city MELVILLE sponsor dba name — sponsor ein 112701240 sponsor name BENEFITS PLANNING CORPORATION sponsor phone 6319916050 sponsor state NY sponsor zip 11747 tax period 2011-12-31 total assets boy 824066 total assets eoy 896602 total participants boy 10 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN	—	—	—
ack id 20110426133949P040015730647001 admin ein 112701240 admin name BENEFITS PLANNING CORPORATION business code 525100 date received 2011-04-26 filing status FILING_RECEIVED filing year 2010 form type 5500_SF pension benefit code 2E2F2G2J2K3D plan effective date 1998-01-01 plan name BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2010-01-01 sponsor address1 ONE HUNTINGTON QUADRANGLE sponsor address2 — sponsor city MELVILLE sponsor dba name — sponsor ein 112701240 sponsor name BENEFITS PLANNING CORPORATION sponsor phone 6319916050 sponsor state NY sponsor zip 11747 tax period 2010-12-31 total assets boy 633799 total assets eoy 824066 total participants boy 10 welfare benefit code — Source: DOL form 5500 · document dol-5500/

Plan

Plan year

Participants

EIN

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

—

ack id

20130919094144P030146229781001

admin ein

112701240

admin name

BENEFITS PLANNING CORPORATION

business code

525100

date received

2013-09-19

filing status

FILING_RECEIVED

filing year

2012

form type

5500_SF

pension benefit code

2E2F2G2J2K3D

plan effective date

1998-01-01

plan name

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2012-01-01

sponsor address1

ONE HUNTINGTON QUADRANGLE

sponsor address2

—

sponsor city

MELVILLE

sponsor dba name

—

sponsor ein

112701240

sponsor name

BENEFITS PLANNING CORPORATION

sponsor phone

6319916050

sponsor state

sponsor zip

11747

tax period

2012-12-31

total assets boy

896602

total assets eoy

1140791

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

—

ack id

20140617113628P040448337185001

admin ein

112701240

admin name

BENEFITS PLANNING CORPORATION

business code

525100

date received

2014-06-17

filing status

FILING_RECEIVED

filing year

2013

form type

5500_SF

pension benefit code

2E2F2G2J2K3D

plan effective date

1998-01-01

plan name

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2013-01-01

sponsor address1

ONE HUNTINGTON QUADRANGLE

sponsor address2

—

sponsor city

MELVILLE

sponsor dba name

—

sponsor ein

112701240

sponsor name

BENEFITS PLANNING CORPORATION

sponsor phone

6319916050

sponsor state

sponsor zip

11747

tax period

2013-12-31

total assets boy

1140791

total assets eoy

1444195

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

—

ack id

20120928102551P030007862068001

admin ein

112701240

admin name

BENEFITS PLANNING CORPORATION

business code

525100

date received

2012-09-28

filing status

FILING_RECEIVED

filing year

2011

form type

5500_SF

pension benefit code

2E2F2G2J2K3D

plan effective date

1998-01-01

plan name

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2011-01-01

sponsor address1

ONE HUNTINGTON QUADRANGLE

sponsor address2

—

sponsor city

MELVILLE

sponsor dba name

—

sponsor ein

112701240

sponsor name

BENEFITS PLANNING CORPORATION

sponsor phone

6319916050

sponsor state

sponsor zip

11747

tax period

2011-12-31

total assets boy

824066

total assets eoy

896602

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

—

ack id

20110426133949P040015730647001

admin ein

112701240

admin name

BENEFITS PLANNING CORPORATION

business code

525100

date received

2011-04-26

filing status

FILING_RECEIVED

filing year

2010

form type

5500_SF

pension benefit code

2E2F2G2J2K3D

plan effective date

1998-01-01

plan name

BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2010-01-01

sponsor address1

ONE HUNTINGTON QUADRANGLE

sponsor address2

—

sponsor city

MELVILLE

sponsor dba name

—

sponsor ein

112701240

sponsor name

BENEFITS PLANNING CORPORATION

sponsor phone

6319916050

sponsor state

sponsor zip

11747

tax period

2010-12-31

total assets boy

633799

total assets eoy

824066

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BENEFITS PLANNING CORPORATION

Contacts

Financials

Industry

Secretary of State Filings

Connections

Liens

Permits

Licenses & authorities

Loans

H-1B

E-Verify

Copyrights

FEC

Customs

401(k)

SEC

Court cases

Frequently asked questions

Nearby in the Montana register