PlanSource

PlanSource Overview

Founded 2007
Founded
Status Private
Employees 575
Employees
Latest Deal Type Debt
Financing Rounds 9
Investments 3

PlanSource General Information

Description

Provider of a SaaS cloud-based benefits administration platform. The company's platform automates various benefit transactions and connects with the insurance carriers for benefits administration and human capital management, enabling employers, brokers and insurance carriers to get affordable, intuitive and highly configurable benefits strategy.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Business/Productivity Software
Other Industries
Automation/Workflow Software
Primary Office
  • 101 South Garland Avenue
  • Orlando, FL 32801
  • United States

PlanSource Timeline

2017201820192020
Financing RoundCaptured Employee CountEstimated Employee Growth
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PlanSource Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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PlanSource Competitors (49)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
Empyrean Benefit Solutions Formerly VC-backed Bellaire, TX 000 000.00 000000&0 000.00
00000000 000000000 Corporation North Haven, CT
0000000000 Venture Capital-Backed Salt Lake City, UT 00.000 000000000 00.000
000000 Formerly PE-Backed Herndon, VA 0000 000.00 000000&0 000.00
0000000 000000 Formerly VC-backed Chicago, IL 000 000.00 000000&0 000.00

PlanSource Executive Team (36)

Name Title Board Seat Contact Info
Dayne Williams Chief Executive Officer
Harsh Chugh Chief Financial Officer
Michael Cooper Chief Financial Officer
Alan Primeaux Chief Operating Officer
Srinivasan Venkatramani Chief Product and Technology Officer

13 Former Executives

PlanSource Board Members (8)

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Name Representing Role Since
00000000000 00000 Great Hill Partners Board Member 000 0000
0000000 000000 00.0 Lemhi Ventures Board Member 000 0000
0000 000000 Lemhi Ventures Board Member 000 0000
0000 00000 PlanSource Board Member 000 0000
0000000 000000 Great Hill Partners Board Member 000 0000

1 Former Board Member

PlanSource Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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PlanSource Acquisitions (3)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0000000000 00 20-Jan-2017 000000000000000000 Office Services (B2B) 00000 00000000
0000000000000 18-Mar-2015 000000000000000000 Social/Platform Software 00000 00000000
Instant Benefit Network 03-Dec-2008 Merger/Acquisition Application Software 00000 000000

PlanSource Subsidiaries (2)

Company Name Industry Location Founded
Next Generation Enrollment Office Services (B2B) Ada, MI 2004
0000000 0000000 00 Application Software Spokane Valley, WA 0000