Fundraising Fox
PlanSource Benefits Administration
Founded 2008 · 547 employees on LinkedIn · 2 known investors
Find your way into PlanSource Benefits Administration
Each arrow is one introduction. Sign up to fill in the first one.
544 people can intro you to Mike
Ask Meredith Moss to introduce you to Mike Morini
You →Meredith · together at InterWorld Corp. →Mike
213 people can intro you to Mike
Ask Jamie Chen to introduce you to Mike Ehlers
You →Jamie · together at Motorola →Mike
124 people can intro you to Todd
Ask Sam Okafor to introduce you to Todd Stockard
You →Sam · together at Tract →Todd
- Jenny Zador115 people can intro you
- Eddie Pinto59 people can intro you
- Jodie Ortiz28 people can intro you
Sign up to find every way you can get introduced to PlanSource Benefits Administration
- Your email: who you already know at PlanSource Benefits Administration, and who your contacts know
- 2nd- and 3rd-degree connections: people you know who worked, studied or invested with the PlanSource Benefits Administration team
- Your LinkedIn: the connections who can make the intro for you
We rank every route by how warm it is, so you raise on warm intros instead of cold emails.
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
MM
Mike MoriniCEOMike 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.
ME
Mike EhlersChief 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.
GM
Greg MercerChief 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.
JO
Jodie OrtizSVP 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.
EP
Eddie PintoSVP 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.
TS
Todd StockardChief 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.
JZ
Jenny ZadorGeneral 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
Related companies · 7
PeoplekeepPeopleKeep, 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 GeniusPolicygenius 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.
ADPADP 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 ErgattaFidelity 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.
HealthPartnersHealthPartners 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.
SmartAssetFisher 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.
JustworksJustworks 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 working in the same space as PlanSource Benefits Administration.
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.