PlanSource Benefits Administration
Founded 2008 · 547 employees on LinkedIn · 2 known investors
Find your way into PlanSource Benefits Administration
877 people in our graph share verified history with the PlanSource Benefits Administration team — schools, employers, funds. One of them is your warm intro.
Karim Farisunlockedknows Todd Stockard · together at Level 3 Communications (overlapped)
×2knows the team · via IBM
knows the team · via SAP
knows the team · via Bank of America
×5knows the team · via Colgate University
knows the team · via Level 3 Communications
PlanSource provides a benefits administration platform that helps organizations manage employee benefits enrollment, administration, and decision-making using AI-powered tools. The platform serves employers and benefits administrators seeking to modernize benefits management processes.
Founders & leadership
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Mike MoriniinCEOMike Morini is CEO of PlanSource, a benefits administration platform. He has three decades of experience in software, serving as an executive and board member at several companies.
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Mike EhlersinChief Technology OfficerMike Ehlers is Chief Technology Officer at PlanSource, where he leads technology strategy and execution for the benefits administration platform. He has over 30 years of experience in technology leadership across SaaS, HR technology, and enterprise environments, with recent focus on AI adoption and organizational transformation.
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Greg MercerinChief Growth OfficerGreg Mercer is Chief Growth Officer at PlanSource, where he leads go-to-market strategy, sales, partnerships, and marketing. He has over 20 years of experience in sales leadership roles across benefits and technology sectors, and holds a bachelor's degree in psychology and marketing from North Central College.
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Jodie OrtizinSVP of PeopleJodie Ortiz is SVP of People at PlanSource Benefits Administration, where she leads human resources and organizational strategy. She has held executive HR roles across high-growth and transformation environments, focusing on employee experience, culture development, and organizational change initiatives.
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Ana PerezinChief Marketing Officer
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Eddie PintoinSVP of ProductEddie Pinto is SVP of Product at PlanSource, where he leads the product and design teams building benefits administration and enrollment solutions for organizations.
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Todd StockardinChief Financial OfficerTodd Stockard is Chief Financial Officer of PlanSource, a benefits administration platform. He brings over 20 years of finance experience in high-growth technology companies, including work on capital markets transactions, IPO preparation, and private equity exits.
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Jenny ZadorinGeneral Counsel & Chief Compliance OfficerShe brings executive legal and business experience in navigating corporate transformation, scaling operations, governance framework development, commercial negotiation, and implementing privacy and compliance programs.
Investors · 2
Competitors · 7
by search overlapPeoplekeep2963 shared keywordsPeopleKeep, part of Remodel Health, offers HRA (health reimbursement arrangement) software that lets employers design, administer, and reimburse tax-free health benefits for employees. It serves small businesses, large employers, nonprofits, and brokers in the US, supporting QSEHRA, ICHRA, and GCHRA plan types.
Policy Genius2515 shared keywordsPolicygenius is an online insurance marketplace that provides consumers with free, tailored quotes and support from licensed agents across life, auto, home, and disability insurance. It helps individuals compare policies from multiple insurers and choose coverage that fits their needs.
ADP2240 shared keywordsADP provides cloud-based human capital management solutions that integrate payroll, HR, talent management, time and attendance, tax, and benefits administration for businesses globally. The company serves as a comprehensive provider of HCM software and business outsourcing services with analytics and compliance expertise.
Interactive Strength Acquires Ergatta2223 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
HealthPartners2007 shared keywordsHealthPartners is a health system and health insurance organization that provides medical care and coverage while working to reduce health disparities in the communities it serves. It focuses on advancing health equity in chronic disease care, preventive screenings, and maternal and child health.
SmartAsset1914 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Justworks1894 shared keywordsJustworks is a technology company that provides a platform for payroll, employee benefits, HR, and compliance, aimed at small and growing businesses. It combines software with support services to help companies manage and pay their teams and navigate workforce compliance.
Companies competing with PlanSource Benefits Administration for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does PlanSource Benefits Administration do?
- PlanSource provides a benefits administration platform that helps organizations manage employee benefits enrollment, administration, and decision-making using AI-powered tools. The platform serves employers and benefits administrators seeking to modernize benefits management processes.
- Who are PlanSource Benefits Administration's investors?
- PlanSource Benefits Administration's investors include Vista Equity Partners, Golub Growth.