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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, January 29, 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...
plansource

General Information


Serial Number99622877
Word MarkPLANSOURCE
Filing DateThursday, January 29, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, January 29, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of a pair of curved lined forming a design, followed by the literal element "PLANSOURCE" featured in a stylized font.
Goods and ServicesSoftware 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
Goods and ServicesBusiness 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 Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 29, 2026
Primary Code035
First Use Anywhere DateTuesday, January 13, 2026
First Use In Commerce DateTuesday, January 13, 2026

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, January 29, 2026
Primary Code042
First Use Anywhere DateTuesday, January 13, 2026
First Use In Commerce DateTuesday, January 13, 2026

Trademark Owner History


Party NamePlanSource Benefits Administration, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOrlando, FL 32801
US

Trademark Events


Event DateEvent Description
Thursday, January 29, 2026NEW APPLICATION ENTERED
Thursday, January 29, 2026APPLICATION FILING RECEIPT MAILED