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PlanSource is a web-based human resources and benefits administration company providing 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. 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.
HQOrlando, US
Employee Ratings4

Latest Updates

Employees (est.) (Oct 2020)569(-1%)
Job Openings29
Cybersecurity ratingAMore

Key People/Management at PlanSource

Dayne Williams

Dayne Williams

Mitch Hansen

Mitch Hansen

SVP, Business Development
Harsh V. Chugh

Harsh V. Chugh

Chief Financial Officer
Bradley Taylor

Bradley Taylor

Executive Vice President, Strategic Partnerships
Dave Osborne

Dave Osborne

Chief Revenue Officer
Michael Cooper

Michael Cooper

Chief of Staff
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PlanSource Office Locations

PlanSource has offices in Orlando, Charleston, Grand Rapids, Minneapolis and in 1 other location
Orlando, US (HQ)
101 S Garland Ave
Charleston, US
701 E Bay St #131Charleston
Grand Rapids, US
625 Kenmoor Ave SE
Minneapolis, US
701 Xenia Ave S #150
Salt Lake City, US
9 Exchange Pl #800
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PlanSource Financials and Metrics

Summary Metrics

Founding Date


PlanSource total Funding

$94 m

PlanSource latest funding size

$70 m

Time since last funding

5 years ago

PlanSource investors

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

PlanSource's Users was reported to be 5 m in Jul, 2020. PlanSource's Customers was reported to be 145 in Jul, 2020.
Jan, 2014Feb, 2018May, 2019Sep, 2019Jul, 2020



Registered Employers

2.50 k4 k

Trademarks (US)



100 k3.50 m4.50 m4.50 m5 m
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PlanSource Acquisitions / Subsidiaries

Company NameDateDeal Size
BENUMarch 18, 2015
Instant Benefits Network
Next Generation Enrollment Inc

PlanSource Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

PlanSource Online and Social Media Presence

Embed Graph

PlanSource News and Updates

PlanSource Fall Product Release Enables Faster, More Streamlined Experience for Unprecedented Virtual Benefits Enrollment Season

Cosmos release features new Boost APIs with Guardian Life, Lincoln Financial Group and MetLife, plus simplified enrollment workflows and decision support for employees Cosmos release features new Boost APIs with Guardian Life, Lincoln Financial Group and MetLife, plus simplified enrollment workflows…

PlanSource Summer Product Release Features Optimized Experiences for Employees and HR Teams

Luna software release spotlights enhancements to the HR and employee experiences, updates to self-service renewal, introduces PlanSource more

Kronos and PlanSource Launch Unified Benefits Solution

ORLANDO, Fla., Nov. 5, 2018 /PRNewswire/ -- PlanSource and Kronos Incorporated, a leading provider of workforce management and human capital management cloud solutions, announced today the development of the Kronos Benefits Center, an advanced benefits administration solution that...

PlanSource Fall Product Release Puts Power in the Hands of HR Teams

ORLANDO, Fla., Sept. 21, 2018 /PRNewswire/ -- PlanSource announced today the launch of Apollo, its fall software release. The release includes multiple enhancements that automate manual tasks and provides HR teams with customer-friendly self-service options for routine tasks. "We live in...

PlanSource Joins ebm as a Featured Benefits Administration Technology

ORLANDO, Fla., Sept. 11, 2018 /PRNewswire/ -- PlanSource announced today that ebenefit Marketplace (ebm), one of the largest benefits technology platform providers in the nation, has selected PlanSource as a featured benefits administration technology partner. ebm partners with brokers,...

National Healthcare Technology Solutions Selects PlanSource as Preferred Benefits Administration Technology Partner

ORLANDO, Fla., Aug. 21, 2018 /PRNewswire/ -- PlanSource announced today that it has been selected as a technology provider of choice by National Healthcare Technology Solutions, a leading health care technology procurement and consulting firm. Together, they provide a seamless solution...
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PlanSource Blogs

PlanSource Named to Constellation ShortList™ for Top Benefits Solutions

We are excited to announce that PlanSource has been named to the 2020 Constellation ShortList™ for Benefits Administration by analyst firm, Constellation Research. The ShortList report, released annually for more than 76 technology categories, presents the most innovative and disruptive solutions to…

The Source – Shadiah Sigala from Kinside | July 20, 2020

Childcare is no longer a marginal issue, it has come down to if we can show up for work or not as parents. This week on The Source, we caught up with Shadiah Sigala, CEO of Kinside. Shadiah started her career in the health insurance industry and has founded a few tech companies along the... Read mo…

The Source – Andy Neary from Major League Mindset | July 20, 2020

In today’s market, how can you stand out from the rest and use technology to your advantage? This week on The Source, we caught up with Andy Neary, CoFounder and Business Coach at Major League Mindset. Andy has been in the industry for 17 years and brings his expertise to help sales and HR professio…

The Source – Jaclyn Chen from Benepass | July 13, 2020

What are some ways benefits can become easier to use and more flexible to what you need as life changes arise? Well the company we are discussing today has an idea. This week on The Source we caught up with Jaclyn Chen, founder and CEO of Benepass. This team successfully launched their business duri…

Reliance Standard Expands Partnership with PlanSource to Modernize the Employee Benefits Experience through Boost

Groundbreaking program aims to modernize benefits management, optimize the administrative experience for HR teams and simplify the employee shopping experience Orlando, Fla. – July 15, 2020 – PlanSource, a leading provider of cloud-based benefits software, announced today that Reliance Standard, a l…

The Source – Sarah Milby from Valor Performance | June 29, 2020

For sales representatives, the nature of our industry can be a challenging one. However, now with Covid-19, it has made it even harder to meet goals. This week on The Source, we caught up with Sarah Milby, CEO of Valor Performance. She brings her inspiration from being a professional athlete to the …
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PlanSource Frequently Asked Questions

  • When was PlanSource founded?

    PlanSource was founded in 2008.

  • Who are PlanSource key executives?

    PlanSource's key executives are Dayne Williams, Mitch Hansen and Harsh V. Chugh.

  • How many employees does PlanSource have?

    PlanSource has 569 employees.

  • Who are PlanSource competitors?

    Competitors of PlanSource include DataPath, Ease and Benefitfocus.

  • Where is PlanSource headquarters?

    PlanSource headquarters is located at 101 S Garland Ave, Orlando.

  • Where are PlanSource offices?

    PlanSource has offices in Orlando, Charleston, Grand Rapids, Minneapolis and in 1 other location.

  • How many offices does PlanSource have?

    PlanSource has 5 offices.