| Serial Number | 85244696 |
| Word Mark | OPTUM |
| Filing Date | Thursday, February 17, 2011 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, September 24, 2020 |
| Registration Number | 4621417 |
| Registration Date | Tuesday, October 14, 2014 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 6, 2011 |
| Description of Mark | The mark consists of the wording "OPTUM" in brown, and the design of a curved diamond shape with smaller diamond shapes set within the borders of the design appearing in the colors light orange, orange, yellow, dark yellow, light brown, gray, light gray and brown. |
| 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 |
| Indication of Colors claimed | The color(s) light orange, orange, yellow, dark yellow, light brown, gray, light gray and brown is/are claimed as a feature of the mark. |
| 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 | Wednesday, February 23, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 30, 2011 |
| First Use In Commerce Date | Friday, September 30, 2011 |
| 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 |
| Saturday, October 14, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, January 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, January 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, January 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, September 24, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, September 24, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, September 23, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 21, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 14, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 14, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 9, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, September 8, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Sunday, August 17, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, July 29, 2014 | USE AMENDMENT FILED |
| Tuesday, July 29, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, February 1, 2014 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, January 31, 2014 | SOU EXTENSION 4 GRANTED |
| Thursday, January 23, 2014 | SOU EXTENSION 4 FILED |
| Thursday, January 23, 2014 | SOU TEAS EXTENSION RECEIVED |
| Saturday, August 3, 2013 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, August 2, 2013 | SOU EXTENSION 3 GRANTED |
| Wednesday, July 31, 2013 | SOU EXTENSION 3 FILED |
| Wednesday, July 31, 2013 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, July 9, 2013 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 9, 2013 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, June 17, 2013 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, January 26, 2013 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, January 25, 2013 | SOU EXTENSION 2 GRANTED |
| Wednesday, January 23, 2013 | SOU EXTENSION 2 FILED |
| Wednesday, January 23, 2013 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, August 14, 2012 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, August 13, 2012 | SOU EXTENSION 1 GRANTED |
| Thursday, July 26, 2012 | SOU EXTENSION 1 FILED |
| Monday, August 13, 2012 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, July 26, 2012 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, January 31, 2012 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 6, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 6, 2011 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 16, 2011 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, October 31, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, October 21, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, October 21, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Friday, October 21, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, October 21, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Friday, October 21, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, July 27, 2011 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, June 17, 2011 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 4, 2011 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, May 4, 2011 | ASSIGNED TO LIE |
| Tuesday, May 3, 2011 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, May 3, 2011 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, May 3, 2011 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Thursday, April 28, 2011 | ASSIGNED TO EXAMINER |
| Thursday, April 28, 2011 | ASSIGNED TO EXAMINER |
| Thursday, February 24, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Wednesday, February 23, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 21, 2011 | NEW APPLICATION ENTERED |