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PlanSource Benefits Administration

Founded 2008 · 547 employees on LinkedIn · 2 known investors

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

MMMike Morini
Mike MoriniinCEO
MEMike Ehlers
Mike EhlersinChief Technology Officer
GMGreg Mercer
Greg MercerinChief Growth Officer
JO
Jodie OrtizinSVP of People
APAna Perez
Ana PerezinChief Marketing Officer
EPEddie Pinto
Eddie PintoinSVP of Product
TSTodd Stockard
Todd StockardinChief Financial Officer
JZJenny Zador
Jenny ZadorinGeneral Counsel & Chief Compliance Officer

Investors · 2

Competitors · 7

by search overlap
Peoplekeep2963 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 provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
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.