List of PlanSource Benefits Customers
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United States
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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Insurance | 10 | $10M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2023 | n/a |
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Government | 951 | $73M | United States | PlanSource | PlanSource Benefits | Benefits Administration | 2015 | n/a |
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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
- 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
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