PlanSource Holdings 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.

Employee Rating

Parent CompanyVista Equity Partners
HQOrlando, US
PlanSource was founded in 2008 and is headquartered in Orlando, US

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Key People/Management at PlanSource

Dayne Williams

Dayne Williams

Anita Messal

Anita Messal

President, COO
Bradley Taylor

Bradley Taylor

EVP Business Development
Dave Osborne

Dave Osborne

Chief Revenue Officer
Michael Cooper

Michael Cooper

Nancy Sansom

Nancy Sansom

Chief Commercial Officer
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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


Total Funding

$94 m


In total, PlanSource had raised $94 m. PlanSource is a subsidiary of Vista Equity Partners

PlanSource Operating Metrics

Jan, 2014Feb, 2018May, 2019Sep, 2019

Benefit Elections to Date

92 m

Registered Employers

2.50 k4 k


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

Company NameDateDeal Size
Instant Benefits Network
Next Generation Enrollment Inc

PlanSource Online and Social Media Presence

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PlanSource News and Updates

PlanSource Named as a Top Workplace for Seventh Consecutive Year

Orlando, FL. – August 22, 2019 – The Orlando Sentinel has recognized PlanSource, a leading provider of cloud-based benefits administration technology, as a Top Workplace for the seventh consecutive more

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

The Hartford Joins PlanSource Boost to Offer a Streamlined Benefits Experience

Program aims to modernize benefits management, ease administrative burden on HR teams and optimize the benefits shopping experience Orlando, Fla – January 9, 2020 – PlanSource, a leading provider of cloud-based benefits software, announced today that The Hartford has joined PlanSource Boost, a partn…

HR Hacks: 7 Ways To Upgrade Your Onboarding Experience

Your company’s onboarding process is the first impression that your new employees will have of your company - and this impression matters. Actively engaging new employees and managing turnover is a pressing priority for HR teams, as employee churn is a costly problem and a difficult issue to turn ar…

6 Employee Benefits That Will Drive Engagement In 2020

You’d be hard-pressed to find an owner or manager that doesn’t recognize the importance of employee engagement. It’s a fact: The more actively engaged your employees are in their work, the more productive they’ll be. According to a study by Gallup, increased employee engagement can lead to a 21% spi…

Mutual of Omaha to Streamline Benefits Experience with PlanSource Boost

Omaha, NE – December 17, 2019 – Mutual of Omaha is now participating in PlanSource Boost, a program created to modernize the employee benefits customer experience through optimized benefits shopping, simplified billing, preferred pricing and real-time integrations. “We are excited to work with PlanS…

How To Supercharge Your EMAC Reporting And Compliance In 2020

As a business professional, it’s important to stay on top of state-specific employer laws and responsibilities. Each state has different rules and regulations, and you may have more tax responsibilities than employers in other states. Massachusetts employers with over six full-time employees are sub…

Victoria Arlen to Deliver Opening Keynote at PlanSource Eclipse 2020

Paralympic gold medalist, actress and television host, who was in a coma for years as a child, will recount her story of determination, recovery and success Orlando, Fla. – December 12, 2020 – PlanSource is thrilled to announce that Victoria Arlen will be the keynote speaker at Eclipse 2020, the com…
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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, Anita Messal and Bradley Taylor.

  • Who are PlanSource competitors?

    Competitors of PlanSource include Bswift, Empyrean Benefit Solutions and Social Inteligence.

  • 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.