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Sponsor portfolio

HEADS UP TECHNOLOGIES, INC.

EIN 75-2049606-aviation & aerospace-Latest filing 2025
Plans
5
Retirement
1
$8.8M assets
Welfare
4
$1.7M premiums
Participants
580
4550 EXCEL PARKWAY, SUITE 400 - ADDISON, TX 75001972-407-1131heads-up.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
5 filings
#001401k-$8.8M - 119 part#501Fully Insured-$1.6M - 223 lives#502Fully Insured-$30K - 100 lives#503Fully Insured-$24K - 100 lives#504Fully Insured-$4K - 100 lives

Benefits portfolio analytics

4 plans / $1.7M premiums / 523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$30K
  • Long-term disability$24K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • EMERSON REID LLC3%
Total $109K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEADS UP TECHNOLOGIES, INC. 401(K) SAVINGS PLAN

401k

Assets$8.8M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEADS UP TECHNOLOGIES

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HEADS UP TECHNOLOGIES

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$30K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HEADS UP TECHNOLOGIES

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$24K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HEADS UP TECHNOLOGIES

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEADS UP TECHNOLOGIES, INC. 401(K) SAVINGS PLAN401k$8.8M1192024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEADS UP TECHNOLOGIESFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.6M2232025
502HEADS UP TECHNOLOGIESFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$30K1002025
503HEADS UP TECHNOLOGIESFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$24K1002025
504HEADS UP TECHNOLOGIESFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$4K1002025
Retirement plans
Welfare plans
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