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SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 03 Sep 2024

Last Applicant/ Owned by

1295 State Street

Springfield

MA

01111

Serial Number

87277778 filed on 22nd Dec 2016

Registration Number

5408672 registered on 20th Feb 2018

in the Principal Register

Correspondent Address

Kristen McCallion

Kristen McCallion Fish & Richardson P.C.

MINNEAPOLIS, MN 55440

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Software as a service (SAAS) services featuring non-downloadable employee benefits software for selecting health, retirement, and life insurance products; Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; providing temporary use of non-downloadable computer softw Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software as a service (SAAS) services featuring non-downloadable employee benefits software for selecting health, retirement, and life insurance products; Platform as a service (PAAS) featuring computer software platforms for enrolling in employee benefit plans via the Internet and for administering employee benefit plans via the Internet; providing temporary use of non-downloadable computer software for enrolling employees in financial and insurance benefit plans; Providing a website featuring on-line non-downloadable software for research and analysis that enables users to predict future business costs and project the effectiveness of cost-cutting measures in the fields of financial, investment and retirement planning, employee benefit plans, life insurance benefits, healthcare benefits, insurance and business and financial risk assessment and planning


First Use Date in General

15th May 2017

First Use Date in Commerce

15th May 2017

Class [041]
Education and Entertainment Services


Educational services, namely, providing web-based workshops and training to benefits professionals and employers in the field of workplace benefit planning in the nature of retirement plans, life insurance, disability income, critical illness insurance, and accident insurance; Providing a website featuring blogs and non-downloadable videos, articles and brochures in the field of workplace benefit planning, namely, retirement plans, life insurance, disability income, critical illness insurance, and accident insurance; Providing educational presentations to individuals relating to financial planning and financial services, investments, debt management, savings, retirement plans, life insurance, disability income and estate planning and printable materials distributed therewith


First Use Date in General

15th May 2017

First Use Date in Commerce

15th May 2017

Class [036]
Insurance & Financial Services


Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, annuity underwriting, insurance, securities brokerage, and employee benefit plans and pension plans, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, fiduciary representatives services, financial analysis and consultation, life insurance underwriting, investment advice and management services, money management services, mutual fund investment services, pooled investment fund management, underwriting reinsurance, estate trust management and planning services, securities underwriting and securities brokerage, and electronic fund transfers


First Use Date in General

15th May 2017

First Use Date in Commerce

15th May 2017

Class [035]
Advertising, Business & Retail Services


Charitable services, namely, organizing and conducting volunteer programs and community service projects in support of organizations selected by employees through an employee-driven community investment program; Business research and data analysis services in the fields of retirement planning, employee benefit plans, life insurance benefits, healthcare benefits, and insurance; Business risk assessment services, namely, determining future insurance and employee benefit costs for businesses; Business risk management consultation, namely, consultation in the field of business insurance liabilities; Tracking and monitoring insurance compliance for business purposes


First Use Date in General

15th May 2017

First Use Date in Commerce

15th May 2017

Class [016]
Paper Goods and Printed Material


Newsletters on the subject of insurance and financial matters


First Use Date in General

15th May 2017

First Use Date in Commerce

15th May 2017

Mark Details


Serial Number

No 87277778

Mark Type

No Service Mark

Attorney Docket Number

No 077180233001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.21 -

Circles that are totally or partially shaded

26.01.31 -

Five or more circles

26.13.09 -

Quadrilaterals made of geometric figures, objects, humans, plants or animals

Legal History


Show more

Status DateAction Taken
03rd Sep 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03rd Sep 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03rd Sep 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
13th Feb 2024TEAS SECTION 8 & 15 RECEIVED
20th Feb 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
20th Feb 2018REGISTERED-PRINCIPAL REGISTER
19th Jan 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
18th Jan 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12th Jan 2018STATEMENT OF USE PROCESSING COMPLETE
12th Jan 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL