| Serial Number | 97140979 |
| Word Mark | OPTUM |
| Filing Date | Wednesday, November 24, 2021 |
| Status | 819 - SU - REGISTRATION REVIEW COMPLETE |
| Status Date | Thursday, April 11, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, June 6, 2023 |
| Goods and Services | Education services, namely, conducting seminars, courses, conferences, and online seminars in the fields of continuing medical education, health care, health, insurance, health technology and business management and distribution of course materials in connection therewith; On-line journals, namely, blogs featuring information in the fields of health insurance, health care and health data; Physical fitness instruction and physical fitness classes |
| Description of Mark | The mark consists of the word OPTUM in a stylized font in the color orange. |
| Goods and Services | Downloadable electronic newsletters and reports in the fields of health care, health, insurance and health technology; Downloadable computer software for managing, analyzing, accessing and processing medical, health, healthcare, healthcare provider, and insurance data, health insurance claims administration and review, healthcare billing and reimbursement, healthcare practice management, healthcare provider credentialing management and tracking, case management, disease management, fraud management and control, insurance claims coding, generating, storing and managing referral information, revenue management, and communication of personal and medical patient information; Downloadable mobile applications for obtaining discounts on health and wellness products and services, accessing healthcare services, managing and paying healthcare expenses, managing and analyzing medical, health, healthcare, healthcare provider, and insurance data and communication of personal and medical patient information; Downloadable videos, podcasts, and audio files relating to healthcare, scientific research and development in the field of health care, health, insurance, and health technology |
| Goods and Services | Printed materials, namely, books, newsletters, and reports in the fields of health care, health, insurance and health technology |
| Goods and Services | Management, analyzing and processing of insurance claims; Management, analyzing and processing of financial data in the field of insurance; Insurance claims review and validation; Insurance claims administration in the fields of health care and workers compensation; Providing on-line information in the field of health insurance, medical savings accounts, health reimbursement arrangements and flexible spending accounts and financial and insurance related employee benefits; Consulting services, namely, benefit plan design concerning insurance and finance; Insurance consulting services for organizations, health plans and employers; Insurance claims payment consulting and reimbursement services; Providing information in the fields of insurance, pharmacy benefit management and employee financial benefits; Accounts receivable financing services; Financial data analytics services in the fields of health care and health insurance; Actuarial services; Employee assistance services, namely, providing online, telephonic and in-person consultation and information regarding retirement, life-event financial planning, and credit card and other debt for resolving daily living problems; Administration of health savings accounts for consumer-driven health care plans and defined contribution health care plans; Providing health insurance claims administration via internet website portals; Insurance data analytics services in the field of health care; Providing information in the field of non-financial employee benefits in the nature of employee insurance benefits |
| Indication of Colors claimed | The color(s) orange is/are claimed as a feature of the mark. |
| Goods and Services | Providing referral services in the fields of health care and well-being, wellness and nutrition, medical equipment and medical supplies, transportation, housing and home repair, financial counseling and financial services, insurance services, community services and resources, home security systems and personal emergency response systems, and legal services; Employee assistance services, namely, providing referrals for online, telephonic and in-person consultation and information regarding physical, behavioral, mental health and wellness; Providing on-line directory information services in the fields of health care and health insurance; Cost management services in the field of health benefit plans and health care; Health care utilization and review services, namely, providing business administrative and business consultation services to others to evaluate and monitor the necessity, appropriateness and/or efficiency of health care services that have been provided, are being provided or are proposed to be provided; Business data analytics services in the fields of health care, health insurance, pharmaceuticals, and health technology; Providing information in the field of business administration of health care and medical practices; Healthcare management service organization (mso) services, namely, providing practice organization, management, administrative support and billing services to healthcare providers; Business management and development services in the fields of health care, health insurance, and health technology; Accounting consultation, namely, revenue cycle management consulting services; Business consulting services provided to health plans in responding to proposals in the fields of Medicaid and Medicare; Business administration and management for others provided to networks of healthcare providers; Facilitating group purchasing programs in the field of healthcare; Providing independent review of clinical trials of drugs for business purposes; Business feasibility studies for others for clinical trials of drugs; Recruitment advertisement services, namely, posting of clinical trial notices for the purpose of recruiting patients for participation in clinical trials for the testing of drugs; Business data analysis for others in the field of clinical trials of drugs; data management services for use in reporting regulatory compliance information related to clinical trials of drugs to government agencies; Promoting public awareness of health and wellness issues to members of health benefit plans; Administration of a discount program for enabling participants to obtain discounts for health care services from a network of health care providers; Administration of a customer loyalty program which provides rewards in the form of discounted and expedited shipping services; Promoting the goods of others, namely, providing information regarding price-comparisons, discounts, coupons, rebates, vouchers and special offers for the goods of others; Online retail store and retail store services, namely, drug stores featuring health and medical products; Pharmaceutical services, namely, processing online prescription orders via mobile software applications; Assisting with the formation, negotiation, and management of contracts with public sector entities on behalf of others in the fields of health, health care, insurance, health technology, and life sciences; Business research for others in the fields of health care, health, insurance and health technology; Providing on-line information in the field of employee benefits for child care, parking, and work-related transportation; Business consulting services in the field of insurance benefit plan design concerning employee health benefits; Accounts receivable billing services; Pharmaceutical drug commercialization services; Health care advocacy services to members of health benefit plans in the nature of promoting awareness of health and wellness issues; Insurance claims auditing services |
| Goods and Services | Personal concierge services for others comprising making requested doctor and mental health care appointments to meet individual needs; Case management services, namely, coordination of necessary medical services, social services, personal care services, and transportation to medical appointments; Providing internet website portals for healthcare provider case management, namely, coordinating medical, psychological, and personal care services, for fraud; Regulatory compliance consulting in the field of clinical trials of pharmaceuticals; Providing patient advocate and case management services, namely, coordinating the procurement and administration of medication; investigation services related to health care insurance claims |
| Goods and Services | Providing information about health, wellness, and health care; Providing a website featuring information about health, wellness and nutrition; Health care services, namely, disease management programs, wellness programs ; Providing medical consultations through a network of collaborative health care professionals; Health counseling; Medication counseling services; Telemedicine services; Medical services; Medical testing for diagnostic or treatment purposes; Urgent medical care centers; Wellness and health-related consulting services; Nurse information services, namely, nurse triage and nurse call centers providing information regarding specific health-related concerns and general health issues; Behavioral health services; Providing online, telephonic and in-person consultation and information regarding physical, behavioral, mental health and wellness for members of an employee benefit program; Prescription refill reminder services provided via a mobile software application; Providing internet website portals for disease management |
| Goods and Services | Information technology consulting services in the fields of health care and insurance; Data mining and data mining consulting services; Data warehousing consulting services; Database design and development in the field of data warehousing; Providing online non-downloadable software for managing, analyzing, accessing and processing medical, health, healthcare, healthcare provider, and insurance data, health insurance claims administration and review, healthcare billing and reimbursement, healthcare practice management, healthcare provider credentialing, management and tracking, case management, disease management, fraud management and control, insurance claims coding, generating, storing and managing referral information, revenue management, communication of personal and medical patient information, quality assurance in the field of healthcare and underwriting insurance; Providing internet website portals for quality assurance in the field of healthcare and underwriting insurance; Providing online non-downloadable software for the collection, editing, organizing, modifying, transmission, storage and sharing of data and information in the fields of health care, health, insurance and health technology; Scientific research for others in the fields of health care, health, insurance, epidemiology and health technology; scientific and technical research, namely, conducting clinical trials for others in the field of prescription drugs; Scientific research consultation for others related to clinical trials, and clinical trial research protocols; Pharmaceutical drug discovery and development services; Scientific research consultation for others, namely, providing research protocol development for clinical trials of drugs; Consulting services for others in the field of design, planning, and implementation project management of clinical trials of drugs; Conducting clinical trials for others relating to drug development; Digital forensic investigations in the field of computer crimes related to health care insurance claims |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 30, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 30, 2021 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 2, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| 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 | Tuesday, May 2, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 30, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 30, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| International Class | 044 - Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 30, 2021 |
| Primary Code | 044 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 30, 2021 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, January 19, 2021 |
| First Use In Commerce Date | Tuesday, January 19, 2021 |
| 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 | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Minnetonka, MN 55343 |
| Event Date | Event Description |
| Friday, April 12, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, April 11, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, February 21, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, January 29, 2024 | USE AMENDMENT FILED |
| Wednesday, February 21, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, January 29, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 1, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 6, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 6, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 17, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 3, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 2, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 2, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 2, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 2, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 3, 2023 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, March 28, 2023 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Saturday, March 11, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 23, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 23, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 23, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 21, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, February 21, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 21, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 21, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 21, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, January 12, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 12, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, January 12, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, December 2, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, November 30, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 29, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 29, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 3, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 3, 2022 | NON-FINAL ACTION E-MAILED |
| Friday, June 3, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 25, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, November 30, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, November 27, 2021 | NEW APPLICATION ENTERED |