PlanSource

OverviewSuggest Edit

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.
TypePrivate
Founded2008
HQOrlando, FL, US
Websiteplansource.com
Employee Ratings4.1
Overall CultureA+

Latest Updates

Employees (est.) (Oct 2021)694
Job Openings32
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Key People/Management at PlanSource

Dayne Williams

Dayne Williams

CEO
Harsh V. Chugh

Harsh V. Chugh

Chief Financial Officer
Alan Primeaux

Alan Primeaux

Chief Operating Officer
Bradley Taylor

Bradley Taylor

EVP, Strategic Partnerships
Dave Osborne

Dave Osborne

Chief Revenue Officer
Mitch Hansen

Mitch Hansen

SVP, Business Development
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PlanSource Office Locations

PlanSource has offices in Orlando, Charleston, Grand Rapids, Minneapolis and in 1 other location
Orlando, FL, US (HQ)
101 S Garland Ave
Charleston, SC, US
701 E Bay St, #131
Grand Rapids, MI, US
625 Kenmoor Ave SE #102
Minneapolis, MN, US
701 Xenia Ave S #150
Salt Lake City, UT, US
9 Exchange Pl #800
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PlanSource Financials and Metrics

Summary Metrics

Founding Date

2008

PlanSource total Funding

$94 m

PlanSource latest funding size

$70 m

Time since last funding

6 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 7.5 m in Feb, 2021. PlanSource's Customers was reported to be 145 in Feb, 2021.
Jan, 2014Feb, 2018May, 2019Sep, 2019Jul, 2020Feb, 2021

Customers

145145

Registered Employers

2.5 k4 k

Trademarks (US)

4

Users

100 k3.5 m4.5 m4.5 m5 m7.5 m
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PlanSource Acquisitions / Subsidiaries

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

PlanSource Online and Social Media Presence

Embed Graph

PlanSource Company Culture

  • Overall Culture

    A+

    91/100

  • CEO Rating

    A+

    97/100

  • Compensation

    A+

    86/100

Learn more on Comparably

PlanSource News and Updates

PlanSource Continues to Invest in AI Technology to Reduce Costs and Increase Efficiency for HR Leaders in the Titan Release

The Titan product release introduces the latest IQ product, InsightsIQ, enhancements to DecisionIQ and exciting new partnerships to provide a more well-rounded benefits offering The Titan product release introduces the latest IQ product, InsightsIQ, enhancements to DecisionIQ and exciting new partne…

PlanSource Announces New Chief Executive Officer as Company Experiences Monumental Growth

Current CEO Dayne Williams appointed to Executive Chairman of the Board Current CEO Dayne Williams appointed to Executive Chairman of the Board

PlanSource Unveils New Partner Marketplace to Streamline Selection and Distribution of New Benefit Offerings for Employers

Employers look to diversify employee benefit programs in post-pandemic environment to attract and retain top talent Employers look to diversify employee benefit programs in post-pandemic environment to attract and retain top talent

Ameritas Joins PlanSource Boost Program to Elevate the Employee Benefits Experience

Groundbreaking program aims to modernize benefits management, optimize the administrative experience for HR teams and simplify the employee shopping experience Groundbreaking program aims to modernize benefits management, optimize the administrative experience for HR teams and simplify the employee …

Voluntary Benefit Advisors Chooses PlanSource to Offer Complete Benefit Administration Solution to Mid-Large Market Customers

National enrollment provider selects new partner for mid-large customers needing a complete benefit technology solution National enrollment provider selects new partner for mid-large customers needing a complete benefit technology solution

Sharon Brand Joins PlanSource as Chief People Officer

Strategic HR leader selected to lead human resources, talent and learning & development globally at leading benefits technology provider Strategic HR leader selected to lead human resources, talent and learning & development globally at leading benefits technology provider
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PlanSource Blogs

Maven Clinic – Company Partners Page

The largest virtual clinic for women’s and family health, Maven’s award-winning digital programs are trusted by leading employers and health plans to reduce costs and drive better health outcomes for both parents and children. The post Maven Clinic – Company Partners Page first appeared on PlanSourc…

ID Watchdog – Company Partners Page

ID Watchdog provides top-tier identity theft protection and resolution services to the benefit marketplace. The post ID Watchdog – Company Partners Page first appeared on PlanSource.

Nancy Sansom Wins Globee® in the 14th Annual 2021 Women World Awards®

PlanSource announced today that The Globee® Awards, organizers of world’s premier business awards programs and business ranking lists, has named Nancy Sansom, a winner in the 14th Annual 2021 Women World Awards®. The post Nancy Sansom Wins Globee® in the 14th Annual 2021 Women World Awards® first ap…
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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, Harsh V. Chugh and Alan Primeaux.

  • How many employees does PlanSource have?

    PlanSource has 694 employees.

  • Who are PlanSource competitors?

    Competitors of PlanSource include Rippling, Skygen USA and DataPath.

  • 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.