PlanSource · Trust Center

Plansource Trust Center

Trust center

PlanSource maintains a public trust center documenting SOC 2 Type 2, ISO/IEC 27001:2022, HIPAA, CCPA, and 23 NYCRR 500 compliance.

Employee BenefitsBenefits AdministrationInsuranceHuman ResourcesPayrollHealth InsuranceEnrollmentHR TechnologyEvidence of InsurabilityACA ReportingEligibilitySingle Sign-On
Trust center: https://trust.plansource.com/

Certifications & Compliance

SOC 2 Type 2ISO/IEC 27001:2022HIPAACCPA23 NYCRR 500

Source

Trust Center

Raw ↑ 
generated: '2026-08-06'
method: searched
probe: true
source: https://trust.plansource.com/
url: https://trust.plansource.com/
platform: SafeBase by Drata
certifications:
- SOC 2 Type 2
- ISO/IEC 27001:2022
- HIPAA
- CCPA
- 23 NYCRR 500
documents:
- SOC 2 Report
- HIPAA Report
- NYS Cybersecurity Report
- Pentest Report
- Application Penetration Testing
- Software Development Lifecycle
- Subprocessors
- Insurance
- Code of Ethics
- Privacy Policy
access: Reports are gated behind a request/NDA flow typical of SafeBase; the certification list and document
  index are public.
vulnerability_disclosure: null
vulnerability_disclosure_note: The trust center publishes no responsible-disclosure or bug-bounty policy,
  and no security.txt exists on any PlanSource host. A researcher has no published channel.
status_page: null
evidence:
- source: https://trust.plansource.com/
  http_status: 200
  fetched: '2026-08-06'
  keywords:
  - soc 2 type 2
  - iso/iec 27001:2022
  - hipaa
  - ccpa
  - 23 nycrr 500
  - trust center