PLANSOURCE Trademark
Trademark Overview
On Thursday, January 29, 2026, a trademark application was filed for PLANSOURCE with the United States Patent and Trademark Office. The USPTO has given the PLANSOURCE trademark a serial number of 99622877. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, June 3, 2026. This trademark is owned by PlanSource Benefits Administration, Inc.. The PLANSOURCE trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SAAS) services featuring software for the administration of employee health and welfare benefit plans, including for enrollment, registration, reporting, compliance, and governance services pertaining to such plans; Technical support services, namely, installation, administration, and troubleshooting of web and database applications; Technical support services, namely, troubleshooting of computer software problems; Computer services namely remote management of information technology (IT) systems of others comprised of software for the administration of employee health and welfare benefit plans, including for enrollment, registration, reporting, compliance, and governance services pertaining to such plans
Business advisory services in the field of employee health care options and benefit plan administration; Business consulting services in the field of employee benefits administration, employee health care administration, health benefit plan administration, and human resources communications; Analyzing and compiling business data for health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Providing business advice and information in the field of health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Human resources consultation in the field of health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Business consulting, management, and planning services in the field of health benefit plans, employee benefits, employee compensation in the nature of administration, and busi...
General Information
| Serial Number | 99622877 |
| Word Mark | PLANSOURCE |
| Filing Date | Thursday, January 29, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, June 3, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 23, 2026 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a pair of curved lined forming a design, followed by the literal element "PLANSOURCE" featured in a stylized font. |
| Goods and Services | Software as a service (SAAS) services featuring software for the administration of employee health and welfare benefit plans, including for enrollment, registration, reporting, compliance, and governance services pertaining to such plans; Technical support services, namely, installation, administration, and troubleshooting of web and database applications; Technical support services, namely, troubleshooting of computer software problems; Computer services namely remote management of information technology (IT) systems of others comprised of software for the administration of employee health and welfare benefit plans, including for enrollment, registration, reporting, compliance, and governance services pertaining to such plans |
| Pseudo Mark | PLAN SOURCE |
| Goods and Services | Business advisory services in the field of employee health care options and benefit plan administration; Business consulting services in the field of employee benefits administration, employee health care administration, health benefit plan administration, and human resources communications; Analyzing and compiling business data for health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Providing business advice and information in the field of health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Human resources consultation in the field of health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Business consulting, management, and planning services in the field of health benefit plans, employee benefits, employee compensation in the nature of administration, and business process management; Business assistance, advisory and consulting services in the field of employee benefits, employee health care, health benefit plans, and human resources communications; Providing consumer information in the field of employee benefits administration, employee health care plan administration, and health benefit plan administration |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 29, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 13, 2026 |
| First Use In Commerce Date | Tuesday, January 13, 2026 |
| 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 | Thursday, January 29, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 13, 2026 |
| First Use In Commerce Date | Tuesday, January 13, 2026 |
Trademark Owner History
| Party Name | PlanSource Benefits Administration, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Orlando, FL 32801
US |
Trademark Events
| Event Date | Event Description |
| Thursday, January 29, 2026 | NEW APPLICATION ENTERED |
| Thursday, January 29, 2026 | APPLICATION FILING RECEIPT MAILED |
| Friday, May 22, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 22, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, May 28, 2026 | ASSIGNED TO EXAMINER |
| Thursday, May 28, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
