Presented to <Company Name>

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Agenda

The PlanSource Story

PlanSource BenefitsOne™

PlanSource OneMarket™

PlanSource OneSuiteHR

ACA Capabilities Summary

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PlanSource provides the industry's most flexible and extensible health exchange and benefits engagement platform in the cloud for shopping, enrollment, billing,

compliance and administration.

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PlanSource partners with leading insurance carriers, consultancies, brokers and government entities to provide exchange and non-exchange solutions to companies of all

sizes.

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PlanSource Quick Facts

Seven Locations and 325+ Employees

Orlando, FL(Headquarters)

Boulder, CO Charleston, SC Minneapolis, MN

Salt Lake City, UT

San Mateo, CA Spokane, WA

325+

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PlanSource Quick Facts

The PlanSource Community

3.5M+ Million Consumers

8,000+Employers

500+Carriers

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Intuitive benefits engagement platform used by employers, employees, brokers and carriers for shopping, enrollment, billing, and administration

Consumer-friendly benefits marketplace for public and private exchanges with products and services from leading insurers and other partners

Suite of partner apps that provides one integrated HCM platform for employers with everything from HR and payroll to talent and workforce management

PlanSource Product Suite

Defined Contribution

Personalized Plan Recommendations

EducationalContent

EmployeeShopping

EmployeeCommunications

Spanish Language Support

PlanSource Mobile App

Life Event Changes

Benefit Enrollment

Wellness Programs & Incentives

Consumer-Friendly Shopping and Enrollment

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CostCalculations

COBRAAdministration

CustomBranding

ACACompliance

EmployeeCommunications

Benefits Program Setup and Workflow

EligibilityManagement

ConfigurableReporting

Bill Creationand Reconciliation

OpenEnrollment

Sophisticated Benefits Admin and Compliance

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PlanSource Differentiators

Single, Flexible Platform

One platform for benefits shopping, enrollment and billing

Supports all types of benefits and funding scenarios

Configurable branding and messaging

Private exchange option available with OneMarket™

Option to upgrade to OneSuiteHR™ for integrated HR, payroll and benefits

Market Leadership

Industry-leading customer retention and implementation times

Dominant technology platform for the 100-5,000 employer segment

Utilized by top-tier carriers and brokers in all segments

Best-in-class, highly configurable eligibility rules engine

Established data exchange network with 11,000+ connections

PlanSource is an experienced market leader

• Best-in-class, highly configurable rules engine

• Established data exchange network with 12K+ connections

• Utilized by top-tier carriers and brokers in all segments

• Industry-leading retention and implementation times

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Intuitive employee benefits engagement platform

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How It Works

Medical

Dental

Vision

Life / Accident

FSA / HSA

COBRA

Data Exchange(Effective dates, coverage

amounts, changes in coverage)

Employee(Self-service decision support & enrollment)

Employer / HR(Admin access, billing &

Analytics)

Agency / Broker(Census data &

Analytics)

HRIS: Interface or

Data Upload

Payroll: Interface or Deduction Report

EDI file: ANSI 834 or carrier format

Initial Data Upload(Census data, dependents,

plans)

Payroll deductions report

(standard or custom)

Employer data filesHRIS / Payroll

Agency / Brokerdata files

TPA / Carrierdata files

New Hires, Terminations, Changes

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PlanSource Mobile App™Empowering consumers with quick and easy access to their benefits

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One consumer-friendly marketplace for public / private exchanges

OneMarket™ Participating CarriersConvergence of product and technology to create a unique benefits

marketplace

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What’s in it for Employers?

Control CostsExperience lower, more predictable costs due to employees “right-sizing” their coverage and by switching to defined contribution.

Provide Choice to EmployeesYour employees are not one-size-fits-all. Provide them with more options so that they can select just the right benefits for their families.

Simplify Benefits AdministrationReduce the burden on HR associated with benefits selection, annual enrollment and ongoing billing and administration.

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What’s in it for Employers?

Ensure ComplianceLower the risk of non-compliance by moving to standard, ACA-compliant plans and using technology to ensure compliance.

Empower EmployeesProvide a personalized, educational shopping experience that helps your employees to become smarter consumers of benefits.

Maintain employee loyaltySatisfaction increases when employees understand the value of their benefits and enjoy convenient shopping and flexible options.

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What’s in it for Employees?

ChoiceEmployees have more choice and access to plans that are more likely to fit the needs of their families.

FlexibilityWith defined contribution, employees have more options for how to allocate the funds across multiple group and voluntary benefits.

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SatisfactionSatisfaction increases when employees understand the value of their benefits and enjoy convenient shopping and flexible options.

KnowledgeEmployees have a greater understanding of their benefits because they shop and compare multiple options on their own.

One integrated suite of HCM apps for everything from HR and payroll to talent and workforce management

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OneSuiteHR®

Integrated HCM ecosystem with benefits as the foundation

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One integrated platform for HR, payroll and benefitsPlanSource OneSuiteHR®

401K Administration

Applicant tracking

COBRA Administration

EAP Services

FSA Administration

Onboarding services

Pay Card integration

Tax and payment services

Time and Attendance

Manage the complete employee lifecycle on a single SaaS platform

Enter employee information one time – hires, terms and other employee changes are synced throughout OneSuiteHR®

Provide easy-to-use, intuitive employee self-service to your employees for all their HR needs

Take advantage of automated upgrades

Use more than 200 standard report templates for HR, payroll, workers’ compensation and benefits

Leverage API technology to interface to existing systems within your operations

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ACA CAPABILITIES SUMMARY

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PlanSource ACA Capabilities

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What to Report to the IRSForm 1095-C Overview

PlanSource will populate all parts of Form 1095-C and present it electronically to employees who can opt out of receiving a paper version (employers have access to a master PDF document to print and mail to employees).

Form 1095-C: Employer-Provided Health Insurance Offer and Coverage

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What to Report to the IRSFor 1094-C Overview

PlanSource will populate all parts of Form 1094-C and transmit to the IRS (along with the 1095-C Forms) on behalf of the organization.

Form 1094-C: Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns

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What Are the Penalties for Non-Compliance?

$250 perreturn or statement

$3.0M is the maximum penalty

in a calendar year

Note: If a failure is caused by intentional disregard, the new $250 penalty noted above is doubled to $500 for each failure, and there is no maximum for the calendar year.

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How do you get the data that needs to be measured?Payroll provides the hours actually worked

Payroll System Import

• Secure FTP File

• Spreadsheet upload

• Manual entry

You can import payroll data on any frequency (weekly, bi-weekly, etc.).

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ACA Full-Time Status DeterminationEmployers must be able to identify their FTEs in advance of coverage

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CUSTOMER SUPPORT

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Basic Navigation – Assist EmployeesTo avoid little issues from snowballing into big issues that prevent employees from enrolling in benefits and facing life’s events, PlanSource provides help for employees with “how do I” questions, login assistance and life event changes.

Advanced Enrollment – Guide and Enroll EmployeesBenefits can be complex with a myriad of confusing choices and options. With licensed agents on staff, PlanSource can guide employees to the right decisions for their families, whether employees complete online or phone-based enrollment.

Consumer Support OptionsAdditional Fees Apply

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Consumer Support OptionsAdditional Fees Apply

Basic Advanced

English and Spanish-speaking agents

Password and login assistance

“How do I” and benefits coverage questions

Life event processing assistance

Licensed Agents

Plan education and pricing

Coverage verification

New hire enrollment

Phone-based enrollment

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Basic – HR AssistWhile the system is easy to use and configure, PlanSource is here to share best practices and answer configuration and reporting questions. And with the Carrier Connect service, we’ll do what it takes to get the data to the carriers while the automated process is being built.

Advanced – HR Outsourcing Time is precious for HR professionals and sometimes, when in-house HR staff are not available, a team is needed to run the benefits engine. Whether it’s verifying depending eligibility, answering employee inquiries, or providing assistance with claims, PlanSource will get the job done.

HR Support OptionsPlanSource Service Center

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Additional Fees Apply for Advanced Only

Basic Advanced

“How do I” and benefits configuration questions

Life event, new hire, and OE processing assistance

Carrier Connect data processing service

Reporting assistance

Claims assistance and triage

Dependent verification and management

EOI tracking and management

Dedicated inbox for employee inquiries

Proactive notifications

Life event verification

New hire processing and communications

QMSCO management

Configuration and product inquiries

HR Support Options

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