List of PlanSource Benefits Customers
PlanSource
122 W Pine St. Ste 203,
Orlando, 32801, FL,
United States
Orlando, 32801, FL,
United States
1 877-549-8549
Professional Services
150
$29M
Since 2010, our global team of researchers has been studying PlanSource Benefits customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PlanSource Benefits for Benefits Administration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PlanSource Benefits for Benefits Administration include: Lincoln Financial, a United States based Banking and Financial Services organisation with 11024 employees and revenues of $11.71 billion, Cellular Sales, a United States based Communications organisation with 7000 employees and revenues of $3.77 billion, LAZ Parking, a United States based Construction and Real Estate organisation with 15000 employees and revenues of $2.00 billion, Barnes & Noble Education, a United States based Retail organisation with 2520 employees and revenues of $1.57 billion, Heinen's Grocery Store, a United States based Retail organisation with 4000 employees and revenues of $1.50 billion and many others.
Contact us if you need a completed and verified list of companies using PlanSource Benefits, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the HCM software purchases.
The PlanSource Benefits customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of HCM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alfmeier Friedrichs & Rath LLC | Automotive | 600 | $250M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2019 | n/a |
In 2019, Alfmeier Friedrichs & Rath LLC implemented PlanSource Benefits as its Benefits Administration platform to streamline employee enrollment and reduce HR administrative burden. The selection was driven by a need to free up Alfmeier’s human resources department and provide a more user friendly experience for employees during open enrollment and year round benefits administration.
PlanSource Benefits was configured to support core benefits administration workflows including employee self service enrollment, plan configuration, and automated enrollment processing consistent with Benefits Administration functional expectations. The implementation included an invaluable integration with their existing payroll solution provider, which eliminated the need for HR and employees to log in to multiple systems and enabled a direct payroll feed for benefits deductions. Operational coverage centered on the human resources function and company employees during open enrollment and ongoing administration, and the modern benefits solution enabled HR to expedite the enrollment process and save countless hours on ongoing benefits administration tasks.
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Barnes & Noble Education | Retail | 2520 | $1.6B | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2020 | n/a |
In 2020, Barnes & Noble Education implemented PlanSource Benefits to centralize employee benefits enrollment and administration. The PlanSource Benefits deployment targeted Benefits Administration activities including new hire enrollment, mid year coverage changes, eligibility management, benefits communications, and benefit deduction auditing.
Benefits administrators used PlanSource Benefits together with ADP Enterprise 6 to generate and evaluate eight to twelve weekly reports, perform biweekly deduction audits, track demographic and enrollment status changes, and manage high volume employee communications by email, mail, and phone. The configuration supported carrier and service vendor interfaces to process invoices, update coverage status, and resolve claims level inquiries, and workflows were organized to coordinate day to day benefits processing tasks and enrollment verification across the corporate benefits function.
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Cellular Sales | Communications | 7000 | $3.8B | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2015 | n/a |
In 2015, Cellular Sales implemented PlanSource Benefits as part of a broader PlanSource HCM Suite deployment. PlanSource Benefits, within the Benefits Administration category, was implemented alongside PlanSource HR and Payroll, Talent Management including Onboarding and Performance Management, Time & Attendance, ACA measurement, reporting and fulfillment, COBRA Administration, and HSA and FSA administration.
The implementation focused on core Benefits Administration capabilities, including enrollment and eligibility management, open enrollment process automation, benefit plan configuration, pre-tax account administration for HSA and FSA, COBRA event handling, and ACA measurement and reporting. PlanSource Benefits was configured to support standard benefits workflows and to centralize benefits data and compliance-related reporting.
Operational integration was executed within the PlanSource HCM Suite to synchronize employee records and payroll deduction data between HR, Payroll, and Benefits Administration. The deployment supported Cellular Sales human resources, payroll, and benefits administration teams across the United States and was sized for the company employee base of approximately 7,000 staff.
Governance and process design emphasized centralized benefits administration and role based access controls for HR and benefits operations, along with established workflows for ACA reporting, COBRA administration, and benefits enrollment governance. The implementation aligned Benefits Administration with adjacent HR, payroll, time and talent functional areas to create a unified administrative model.
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CGIVB | Insurance | 10 | $10M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2023 | n/a |
In 2023 CGIVB expanded its service offering by partnering with PlanSource to provision PlanSource Benefits as a cloud-based benefits administration platform for its broker and HR clients. The engagement positions PlanSource Benefits within the Benefits Administration category to support voluntary benefits enrollment and employee-facing enrollment workflows for CGIVB customers in the United States.
PlanSource Benefits was configured to deliver core Benefits Administration functionality including benefits enrollment, configurable plan setup, employee engagement and decision support, eligibility and life event handling, and standard benefits reporting. The implementation emphasized configurability to allow CGIVB to tailor benefit packages for small employer clients and to scale configurations as client needs evolve.
Operationally the deployment is delivered as a cloud service that CGIVB offers to its broker and HR partners, enabling broker-managed enrollments and HR self-service for employees. The model centers on CGIVB provisioning PlanSource Benefits instances to client accounts and supporting carrier and broker connectivity through the platform's standard integration capabilities.
Governance and go-to-market are broker and client centric, with CGIVB driving implementation, configuration, and ongoing support while positioning PlanSource Benefits as the technology backbone for enrollment operations. CGIVB leadership described the partnership as a significant expansion of reach and client enablement, stating it will bring incremental value to carrier and broker partners and help clients own benefits administration more efficiently.
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City of Waynesboro | Government | 951 | $73M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2015 | n/a |
In 2015, City of Waynesboro implemented PlanSource Benefits for Benefits Administration to centralize online benefits enrollment and administration across municipal HR operations. The deployment targeted the Human Resources Department and was positioned to support day to day HR responsibilities including benefits administration, talent acquisition, compliance, and payroll interfacing.
PlanSource Benefits was configured to manage enrollment workflows, eligibility rules, and plan configuration, and to support open enrollment and life event administration in line with standard Benefits Administration functionality. The implementation included benefit plan setup, employee self service enrollment interfaces, and administrative dashboards to streamline benefits plan design and ongoing plan maintenance.
Operational integrations linked PlanSource Benefits with the new HRIS Munis and with the automated time and attendance system Kronos to align eligibility and payroll deduction data, enabling operational data synchronization between benefits, HRIS, and payroll processes. The operational scope covered HR and Payroll Departments and extended to managers and employees across the City to ensure benefits elections informed payroll runs and compliance reporting.
Governance and process transformation accompanied the technical rollout, where HR redesigned the performance review cycle to align the performance year with the fiscal year, executed an RFP driven compensation and benefits study, and regularly updated HR policies and procedures. Implementation coordination involved the City Manager, Deputy City Manager, and departmental leadership to integrate benefits administration into broader HR governance and workforce planning.
As implemented, PlanSource Benefits became the primary Benefits Administration application for online enrollment and benefits plan management at City of Waynesboro, and its deployment contributed to establishing HR as a strategic partner while modernizing daily HR and Payroll workflows through integrated benefits, HRIS, and time and attendance systems.
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Manufacturing | 3000 | $800M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2020 | n/a |
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Retail | 4000 | $1.5B | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2018 | n/a |
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Consumer Packaged Goods | 350 | $65M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2015 | n/a |
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Life Sciences | 485 | $38M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2018 | n/a |
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Construction and Real Estate | 15000 | $2.0B | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2014 | n/a |
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Buyer Intent: Companies Evaluating PlanSource Benefits
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating PlanSource Benefits. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating PlanSource Benefits for Benefits Administration include:
- New England Dental Adm's, a United States based Insurance organization with 10 Employees
- Milken Institute, a United States based Professional Services company with 50 Employees
- MassMutual, a United States based Insurance organization with 11000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD PlanSource Benefits Coverage
PlanSource Benefits is a Benefits Administration solution from PlanSource.
Companies worldwide use PlanSource Benefits, from small firms to large enterprises across 21+ industries.
Organizations such as Lincoln Financial, Cellular Sales, LAZ Parking, Barnes & Noble Education and Heinen's Grocery Store are recorded users of
PlanSource Benefits for Benefits Administration.
Companies using PlanSource Benefits are most concentrated in Banking and Financial Services, Communications and Construction and Real Estate, with adoption spanning over 21 industries.
Companies using PlanSource Benefits are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of PlanSource Benefits across Americas, EMEA, and APAC.
Companies using PlanSource Benefits range from small businesses with 0-100 employees - 5.56%, to mid-sized firms with 101-1,000 employees - 44.44%, large organizations with 1,001-10,000 employees - 38.89%, and global enterprises with 10,000+ employees - 11.11%.
Customers of PlanSource Benefits include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified PlanSource Benefits customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Benefits Administration.