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PlanSource Benefits Administration, Inc.

Claimed vendor Claimed
3.3 (13)

PlanSource Benefits Administration, Inc. Products (21)

   
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Benefits Administration

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Benefits Decision Support

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Benefits Navigation Platform

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COBRA Administration

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ACA Management

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Bundled Solution (HCM/HRIS/HRMS)

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Claims Analytics

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Data Analytics

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Dependent Care Flexible Spending Account (FSA)

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Dependent Eligibility Service

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Direct Billing Service

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Flexible Spending Accounts (FSAs)

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Health Care Flexible Spending Account (FSA)

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Health Reimbursement Arrangement (HRA)

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Health Savings Account (HSA)

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HR Outsourcing (HRO) / Business Process Outsourcing (BPO)

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Internal Communications App/Messaging

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Lifestyle Spending Account

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Limited Purpose Health Care Flexible Spending Account (FSA)

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Parking Account

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Transit Account

Product Description

PlanSource is a leading benefits administration platform that helps employers simplify enrollment, compliance, and benefits management through a single, connected solution. The platform supports medical, dental, vision, voluntary benefits, ACA compliance, COBRA, consumer-directed accounts, carrier connectivity, payroll integrations, dependent verification, reporting, and employee communications. Employees benefit from a personalized experience... Show More

About this product

×
PlanSource is a leading benefits administration platform that helps employers simplify enrollment, compliance, and benefits management through a single, connected solution. The platform supports medical, dental, vision, voluntary benefits, ACA compliance, COBRA, consumer-directed accounts, carrier connectivity, payroll integrations, dependent verification, reporting, and employee communications. Employees benefit from a personalized experience that makes it easier to choose, use, and manage benefits year-round, while HR teams gain efficiency through automation, streamlined workflows, AI-powered capabilities, and expert support. PlanSource helps employers reduce complexity, improve engagement, and maximize the value of their benefits programs.

Min. Group Size

500 eligible

Lives Serviced

11,000,000

Average Cost

Average Cost is Locked

203 RFI Questions RFI questions

RFI questions number is Locked

21 Specific Questions Specific Questions tooltip

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Product Features

✓

Benefits record management

✓

Enrollment management

✓

Decision support tools

✓

Payroll deduction calculator

✓

Deduction calculations

✓

Benefits calculations

Show All Features

Product Features

×
✓

Benefits record management

✓

Enrollment management

✓

Decision support tools

✓

Payroll deduction calculator

✓

Deduction calculations

✓

Benefits calculations

✓

Cost calculations

✓

Enrollment changes

✓

Automatic benefit changes

✓

Customizable retiree rules

✓

Customizable dependent and beneficiary rules

✓

Wellness and surcharges

✓

System integration

✓

Direct billing

✓

Imputed income calculations

✓

QMCSO administration

✓

Retroactive/arrears processing

✓

Carrier billing

✓

Carrier reconciliation

✓

Carrier remittance

Not Provided.

PlanSource Benefits Administration, Inc. Media

PlanSource Benefits Administration, Inc. video/presentation/materials Play
PlanSource Benefits Administration, Inc. video/presentation/materials PlanSource Benefits Administration, Inc. video/presentation/materials

PlanSource Benefits Administration, Inc. Info

Founded:

2008

Funding Summary:

Not Provided

Location:

Orlando, Florida

Links:

Employees:

650
PlanSource is a leading benefits technology and services company dedicated to helping employers and employees get more value from their benefits. Our mission is to make it easier for people to choose, use, and manage their benefits through intuitive technology... Show More

About this vendor

×
PlanSource is a leading benefits technology and services company dedicated to helping employers and employees get more value from their benefits. Our mission is to make it easier for people to choose, use, and manage their benefits through intuitive technology, personalized support, and innovative solutions. We deliver a comprehensive suite of services including benefits administration, enrollment, decision support, employee engagement, healthcare navigation, consumer-directed benefits, COBRA administration, ACA compliance, carrier connectivity, payroll integrations, dependent verification, and employee support. By combining modern technology, AI-powered capabilities, and experienced service teams, PlanSource helps employers reduce administrative complexity, improve employee experiences, and maximize the impact of their benefits programs.

PlanSource Benefits Administration, Inc. Clients

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