| Serial Number | 85225767 |
| Word Mark | OPTUM |
| Filing Date | Tuesday, January 25, 2011 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, September 24, 2020 |
| Registration Number | 4621385 |
| Registration Date | Tuesday, October 14, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 6, 2011 |
| Goods and Services | Insurance claims administration; insurance claims processing; [administration of pre-paid health care plans in the fields of chiropractic, physical medicine, and complementary and alternative medicines;] insurance services, namely, underwriting insurance and reinsurance for pre-paid health care and health, life, dental, vision, and disability insurance; insurance underwriting in the field of excess risk, medical, life, and disability insurance, and insurance administration in the field of managed care services; processing and administering of employee managed care optical benefit plans; insurance and financial services, namely, verifying insurance eligibility, processing and facilitating insurance copayment transactions, administering deposit and medical spending accounts, administration of health care plans, health transaction clearinghouse services, management of revenue and expense transactions for providers of health and medical products and services; on-line services for health care practitioners, namely, providing transaction services to health care practitioners via an on-line computer network, namely, insurance eligibility and verification, referral authorizations; insurance brokerage; administration, financial management and maintenance of health savings accounts, medical savings accounts, health reimbursement arrangements and flexible spending accounts; offering consumer-driven health care plans, namely, underwriting, administration, financing, and maintenance of consumer-driven health care plans and defined contribution health care plans; employee assistance services, namely, providing online, telephonic and in-person consultation and information regarding daily living problems in the fields of retirement, life-event financial planning, and credit card and other debt; health savings account services, namely, providing banking services and savings account administration for consumer-driven health care plans and defined contribution health care plans; medical insurance services, namely, providing a qualified medical insurance plan with a tax advantaged medical savings account; Business banking services; credit and debit card transaction processing services; investment consultation, brokerage and management services; financial investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; checking and savings account services; [foreign exchange information services and providing for the exchange of foreign currency; online banking services;] online business banking services; bill payment services; electronic processing and transmission of bill payment data; providing information regarding banking, credit, money management, investing, investments and financial matters; financial services, namely, mortgage loan services; trustee services; Administration of prescription drug benefit programs; administration of pharmacy benefit programs; prescription drug and pharmacy benefit claims processing services; pharmacy benefit management services; organizing and administering preferred provider plans for a network of providers; providing on-line information in the field of pharmacy benefits; Facilitating health related transactions via computer and communications networks, namely, electronic processing of health insurance claims and payment data; Electronic bill payment services in the health care and insurance industries; Claim recovery services for medical insurance payors; Insurance consultation services for the healthcare industry; Administration of health care service plans; insurance services, namely, claims administration of health care service plans; insurance underwriting and administration in the field of health care; administration of health care service plans and health care benefit plans for medical care services provided to elderly and chronically ill populations |
| Translation of Words in Mark | The wording "OPTUM" has no meaning in a foreign language. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 29, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, August 15, 1992 |
| First Use In Commerce Date | Saturday, August 15, 1992 |
| Party Name | OPTUM, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | MINNETONKA, MN 55343 |
| Party Name | OPTUM, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MINNETONKA, MN 55343 |
| Party Name | OPTUM, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MINNETONKA, MN 55343 |
| Party Name | RIO Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Minnetonka, MN 55343 |
| Event Date | Event Description |
| Tuesday, May 3, 2011 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Friday, January 28, 2011 | NEW APPLICATION ENTERED |
| Saturday, January 29, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 20, 2011 | ASSIGNED TO EXAMINER |
| Tuesday, May 3, 2011 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, May 3, 2011 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, May 4, 2011 | ASSIGNED TO LIE |
| Wednesday, May 4, 2011 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Friday, June 17, 2011 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 27, 2011 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, October 21, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, October 21, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Friday, October 21, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, October 21, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Friday, October 21, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, October 28, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, November 16, 2011 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 6, 2011 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 6, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 31, 2012 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, July 23, 2012 | SOU TEAS EXTENSION RECEIVED |
| Monday, July 23, 2012 | SOU EXTENSION 1 FILED |
| Thursday, August 9, 2012 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, August 9, 2012 | SOU EXTENSION 1 GRANTED |
| Friday, August 10, 2012 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, January 23, 2013 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, January 23, 2013 | SOU EXTENSION 2 FILED |
| Thursday, January 31, 2013 | SOU EXTENSION 2 GRANTED |
| Friday, February 1, 2013 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, June 17, 2013 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 9, 2013 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 9, 2013 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 31, 2013 | SOU TEAS EXTENSION RECEIVED |
| Thursday, January 23, 2014 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, July 31, 2013 | SOU EXTENSION 3 FILED |
| Monday, August 5, 2013 | SOU EXTENSION 3 GRANTED |
| Tuesday, August 6, 2013 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, January 23, 2014 | SOU EXTENSION 4 FILED |
| Thursday, February 6, 2014 | SOU EXTENSION 4 GRANTED |
| Friday, February 7, 2014 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, July 29, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 29, 2014 | USE AMENDMENT FILED |
| Tuesday, August 12, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, September 8, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, September 9, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 14, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 14, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, September 21, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, September 23, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, September 24, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, September 24, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, January 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, January 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, October 14, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, June 17, 2024 | TEAS SECTION 8 & 9 RECEIVED |