PlanSource Holdings, Inc., a Web-based human resources and benefits administration company, provides benefits administration solutions for small and medium-sized businesses. It offers PlanSource, a benefits administration technology that automates various benefits transactions and connects with the insurance carriers; and PlanSource Advantage, a carrier-sponsored benefits administration technology that is designed to reduce the costs of providing employee benefits for small businesses by streamlining the insurance procurement and administration functions. The company also provides PlanSource HR, a benefits content management system that is designed to equip benefits advisors with the content publishing technology to communicate human resources and benefits information to employees; and PayAdvantage HR, an integrated benefits administration, payroll, and content management system. In addition, its solutions simplify the buying, selling, and administering of employee benefits programs for small and medium-sized employers, as well as brings together brokers, insurance providers, employers, and employees by unifying data, managing benefit transactions, and educating employees through a self-service Website. 

Company Growth (employees)
Orlando, US
Size (employees)
420 (est)+3%
PlanSource was founded in 2008 and is headquartered in Orlando, US

Key People/Management at PlanSource

Dayne Williams

Dayne Williams

Shane Streufert

Shane Streufert

Ryan Baldwin

Ryan Baldwin

Anita Messal

Anita Messal

Chief Operating Officer
Nancy Sansom

Nancy Sansom

Chief Marketing Officer
Scott Carver

Scott Carver

Founder & President
Phil Carollo

Phil Carollo

Executive Vice President, Sales

PlanSource Office Locations

PlanSource has offices in Orlando, Foster City, Broomfield, Charleston and in 4 other locations
Orlando, US (HQ)
203 101 S Garland Ave
Broomfield, US
350 350 Interlocken Blvd
Charleston, US
509 701 E Bay St
Foster City, US
1525 950 Tower Ln
Salt Lake City, US
800 9 S Exchange Pl
Spokane Valley, US
P.O. Box 141945
Show all (8)

PlanSource Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$94 m

Latest funding size

$70 m

Time since last funding

over 2 years


PlanSource's latest funding round in August 2015 was reported to be $70 m. In total, PlanSource has raised $94 m

PlanSource's Web-traffic and Trends

PlanSource Online and Social Media Presence

PlanSource Company Life and Culture

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