PlanSource

PlanSource provides benefits administration and human capital management solutions to employers, insurance brokers and consultancies. Read more

724 Followers on Owler
724 Followers on Owler
724 Followers on Owler
724 Followers on Owler

PlanSource

PlanSource provides benefits administration and human capital management solutions to employers, insurance brokers and consultancies. Read more

Dayne Williams's photo - CEO of PlanSource

CEO

Dayne Williams

CEO Approval Rating

93/100

PLANSOURCE TOP COMPETITORS OR ALTERNATIVES

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COMPANY

CEO

CEO RATING

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Benefitfocus is seen as one of PlanSource's top competitors. Benefitfocus was founded in 2000, and is headquartered in Charleston, South Carolina. Like PlanSource, Benefitfocus also competes in the Application Software industry. Benefitfocus generates $118.1M more revenue vs. PlanSource.

hCentive is a top competitor of PlanSource. hCentive was founded in 2009, and its headquarters is in Reston, Virginia. Like PlanSource, hCentive also competes in the Enterprise Software field. hCentive has 142 more employees than PlanSource.

TailorWell is PlanSource's #3 rival. TailorWell was founded in Seattle, Washington} in 2011. TailorWell operates in the Systems Software industry. Compared to PlanSource, TailorWell generates $146M less revenue.

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PlanSource Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Next Generation Enrollment, Inc.

Jan 2017

Source »
undisclosed
Next Generation is a provider of software and services for benefits shopping, enrollment, billing, compliance and administration.

These are all the companies that PlanSource has acquired. PlanSource's latest acquisition was Next Generation Enrollment, Inc. in Jan 2017. Next Generation is a provider of software and services for benefits shopping, enrollment, billing, compliance and administration.

PlanSource Funding History

Since PlanSource was founded in 2008, it has participated in 3 rounds of funding. In total PlanSource has raised $94.0M. PlanSource's last funding round was on Aug 2015 for a total of $70.0M

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Series C
Aug 2015
$70M

Great Hill Partners

Series B
Jan 2014
$12M
Unattributed
Feb 2012
$12M

Since PlanSource was founded in 2008, it has participated in 3 rounds of funding. In total PlanSource has raised $94.0M. PlanSource's last funding round was on Aug 2015 for a total of $70.0M

PlanSource Investments

No recent investments found related to PlanSource

These are all the companies that PlanSource has invested in. PlanSource's latest investment was Next Generation Enrollment, Inc. in Jan 2017. Next Generation is a provider of software and services for benefits shopping, enrollment, billing, compliance and administration.

PlanSource News

October 29, 2020MarketScreener

partners with PlanSource to deliver superior benefits experience with enhanced digital capabilities

(marketscreener.com) WELLESLEY, Mass. and ORLANDO, Fla., Oct. 29, 2020 /PRNewswire/ -- Sun Life has p... See more »
September 22, 2020MarketScreener

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

(marketscreener.com) ORLANDO, Fla., Sept. 22, 2020 -- PlanSource, a leading provider of cloud-based b... See more »
July 6, 2020South Florida Citybizlist

PES Enrollments Partners with PlanSource

July 2, 2020MarketScreener

PES Enrollments Partners with PlanSource for Customers that need a Sophisticated Benefits Technology Solution

(marketscreener.com) ORLANDO, Fla., July 02, 2020 -- PlanSource announced today that it has been sele... See more »
July 1, 2020Zacks

MetLife Joins PlanSource Boost to Enhance Benefits Experience

MetLife (MET) extends relation with PlanSource to improve the benefits experience on the back of real... See more »
June 23, 2020Picante Today

PlanSource Summer Product Release Features New Boost Integrations, Streamlined Employee Experience and Guided Renewal Enhancements

Perseus software release contains significant enhancements to the employee experience, HR experience,... See more »

PlanSource Blogs

December 1, 2020PlanSource Blog

Affordable Care Act 2021: The ACA Deadlines And Changes You Need To Know

Since it was passed in 2010, the Affordable Care Act (ACA) has managed to dodge several repeal attemp... See more »
December 1, 2020PlanSource Blog

ACA Reporting Requirements 2020

Key 2020 ACA Reporting Requirements and Deadlines Coming Up in 2021 Since it was passed in 2010, the ... See more »
November 20, 2020PlanSource Blog

Guest Post – The Standard: Holistic Work from Home Support: Tips for Healthy, Productive and Engaged Employees

Holistic Work from Home Support: Tips for Healthy, Productive and Engaged Employees   Working from ho... See more »
November 17, 2020PlanSource Blog

PlanSource Named Top Workplace for Eighth Consecutive Year

Orlando, FL. – November 17, 2020 – The Orlando Sentinel has recognized PlanSource, a leading provider... See more »
November 16, 2020PlanSource Blog

Guest Post – Aflac: A balanced benefits strategy to rest upon in 2021

COVID-19’s economic and social impacts have touched nearly every corner of the United States, leaving... See more »
November 6, 2020PlanSource Blog

Guest Post – Allstate Benefits: How to Leverage the Power of Voluntary Insurance

Guest Post Contributor: Allstate Benefits, a national insurance carrier and PlanSource Boost partner ... See more »
November 6, 2020PlanSource Blog

Futurizing your Business with Ben Tech

Future-Ready your HR Strategy with Benefit Technology   If you work in Human Resources, you know how ... See more »

PlanSource Press Releases

April 29, 2020PressReleasePoint

PlanSource Offers Free Text Messaging to Customers throughout 2020

Recognizing the challenge this presents to employers, PlanSource, a leading provider of benefits soft... See more »
March 25, 2019GlobeNewswire

PlanSource Announces Acquisition by Vista Equity Partners

Investment and expertise from Vista will fuel next stage of growth and further advance the company's ... See more »
January 8, 2019centralcharts

Brown & Brown Selects PlanSource as a Preferred Benefits Administration Technology

ORLANDO, Fla., Jan. 8, 2019 /PRNewswire/ -- PlanSource announced today that it has been selected as a... See more »
September 27, 2017PR Newswire

PlanSource Fall Product Release Streamlines Payroll Deductions; Gives Easy Access to Add-On Products and Services

ORLANDO, Fla., Sept. 27, 2017 /PRNewswire/ -- PlanSource announced today the launch of Halley, its fa... See more »
August 21, 2017PR Newswire

PlanSource Opens Registration and Announces Location and Dates of Eclipse 2018

ORLANDO, Fla., Aug. 21, 2017 /PRNewswire/ -- PlanSource, a leading provider of cloud-based benefits a... See more »
July 17, 2017Blackbird

PlanSource and BambooHR Partner to Offer Flexible, Affordable Employee Management and Benefits Technology

Leading technology providers team up to offer small and medium businesses a seamless benefits and HR ... See more »
November 2, 2016PR Newswire

PlanSource Named a Best Workplace for Commuters

ORLANDO, Fla., Nov. 2, 2016 /PRNewswire/ -- PlanSource, a leading provider of cloud-based benefits an... See more »

PlanSource Videos

November 5, 2020PlanSource Youtube Channel

"PlanSource Weekly Source Ep. 49" on YOUTUBE

September 9, 2020PlanSource Youtube Channel

"PlanSource Weekly Source Ep 48" on YOUTUBE

June 30, 2020PlanSource Youtube Channel

"PlanSource Weekly Source Ep. 45" on YOUTUBE

May 29, 2020PlanSource Youtube Channel

"PlanSource Weekly Source Ep. 42" on YOUTUBE

May 15, 2020PlanSource Youtube Channel

"PlanSource Weekly Source Ep. 40" on YOUTUBE

May 8, 2020PlanSource Youtube Channel

"PlanSource Weekly Source Ep. 39" on YOUTUBE

Social Media

PlanSource Headquarters

111 W Jefferson Street

Orlando, Florida32801

877-735-0468

Driving Directions »

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PlanSource Summary

ABOUT

Overview

PlanSource provides benefits administration and human capital management solutions to employers, insurance brokers and consultancies. PlanSource was founded in 2008. PlanSource's headquarters is located in Orlando, Florida, USA 32801. It has raised 94...

CEO

PlanSource's CEO, Dayne Williams, currently has an approval rating of 93%. PlanSource's primary competitors are Benefitfocus, hCentive & TailorWell.

Website

plansource.com

Frequently Asked Questions about PlanSource

  1. When was PlanSource founded?

    PlanSource was founded in 2008
  2. Who is PlanSource's CEO?

    PlanSource's CEO is Dayne Williams
  3. How much revenue does PlanSource generate?

    PlanSource generates $150M in revenue
  4. How much funding does PlanSource have?

    PlanSource has historically raised $94M in funding
  1. Where is PlanSource's headquarters?

    PlanSource's headquarters is in Orlando Florida, USA
  2. How many employees does PlanSource have?

    PlanSource has 600 employees
  3. What sector does PlanSource operate in?

    PlanSource is in Application Software, Enterprise Software, HR Software
  4. Who are PlanSource's competitors?

    PlanSource's top competitors are Benefitfocus, hCentive, TailorWell