- PlanSource is a leading developer of a SaaS cloud-based benefits administration platform that automates benefit transactions and enhances employee engagement, positioning itself strongly in the HR Tech and SaaS markets.
- In the past year, PlanSource was recognized as the UKG 2025 Innovator of the Year for advancements in automation and carrier connectivity, underscoring its commitment to innovation in benefits administration.
- The company has established significant partnerships, including its collaboration with SAVVI Financial, enhancing its service offerings and customer value.
- PlanSource's ideal buyers are employers and brokers seeking to streamline benefits administration and improve employee engagement, addressing the critical pain point of managing rising healthcare costs effectively.
The workforce is organized across 13 departments, with Operations leading at 99 employees, followed by Community and Social Services with 57. Sales and Information Technology also contribute significantly, with 45 and 39 employees, respectively. The distribution reflects a balanced approach to functional roles, ensuring operational efficiency and support across various sectors.
The company operates across 53 locations, with a significant concentration in Orlando, Florida, housing 129 employees. Other notable locations include Salt Lake City, Utah, with 14 employees, and Charleston, South Carolina, with 8. The large 'Other' category, comprising 164 employees, indicates a distributed workforce model, enhancing flexibility and access to diverse talent pools.
