(11) 98705-3426
TrademarkIQ iconTrademarkIQ
Back to search
Official data from USPTO

PLAN INSIGHT

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: United States

Quick snapshot

PLAN INSIGHT

ST13

US500000078642071

Class

16, 36

Filing

78642071

Registration

3246248

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

41

Latest update

05/30/2026

Trademark type

Word

Nice classes

16, 36

Filing date

06/02/2005

Registration date

05/29/2007

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/15/2017

Last transaction

05/30/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

01/19/2005

First use in commerce

01/19/2005

Drawing code

4

Owner type

16

Owner location

Norwood, MA, US

Examiner

SISUN, SCOTT

Law office

M10

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Mercer HR Services, LLC

Representatives

Julia K. Sutherland Seyfarth Shaw LLP

Technical classification

Nice Classes

Class 16Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 16

Newsletters and magazines containing information about employee benefit plan and retirement plansfinancial planninginvestments and financial matters

Class 36

Financial servicesproviding employee benefit plan and retirement plan informationaccount informationemployee benefit plan and retirement plan objectives and performance informationaccount performance informationother information relating to investments; electronic notification services regarding employee benefit plan and retirement plan informationaccount informationemployee benefit plan and retirement plan objectives and performance information and account performance informationother information relating to investments and account transactions; financial planning for retirement and other financial issues; fund transfer services; employee benefit plan and retirement plan and account administrationmanagementreporting services; providing information about employee benefit plan and retirement plan and account documents; financial planning and investment strategy informationfinancial and investment research and research tools; financial and investment news and links to other web sites featuring financial and investment information; collaborative communications regarding financial planning for investment and employee benefit and retirement accountsinvestment and employee benefit and retirement objectives and performance; all by means of a web site on a global computer network

Publications

History of USPTO decisions and trademark events.

41 publications found

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

05/29/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/12/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/12/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/12/2021

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

02/12/2021

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/12/2021

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

03/15/2017

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

03/15/2017

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

03/15/2017

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/15/2017

E89R

TEAS SECTION 8 & 9 RECEIVED

01/17/2017

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/17/2017

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

05/29/2016

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

08/11/2012

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

08/11/2012

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

08/10/2012

E815

TEAS SECTION 8 & 15 RECEIVED

07/23/2012

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/23/2012

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/19/2009

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

10/19/2009

R.PR

REGISTERED-PRINCIPAL REGISTER

05/29/2007

PUBO

PUBLISHED FOR OPPOSITION

03/13/2007

NPUB

NOTICE OF PUBLICATION

02/21/2007

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

01/29/2007

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/26/2007

XAEC

EXAMINER'S AMENDMENT ENTERED

01/24/2007

GNEA

EXAMINERS AMENDMENT E-MAILED

01/24/2007

CNEA

EXAMINERS AMENDMENT -WRITTEN

01/24/2007

ACEC

AMENDMENT FROM APPLICANT ENTERED

12/13/2006

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/13/2006

ALIE

ASSIGNED TO LIE

12/13/2006

MAIL

PAPER RECEIVED

11/16/2006

GNSL

LETTER OF SUSPENSION E-MAILED

07/25/2006

CNSL

SUSPENSION LETTER WRITTEN

07/25/2006

ACEC

AMENDMENT FROM APPLICANT ENTERED

07/21/2006

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/26/2006

MAIL

PAPER RECEIVED

06/26/2006

GNRT

NON-FINAL ACTION E-MAILED

12/23/2005

CNRT

NON-FINAL ACTION WRITTEN

12/23/2005

DOCK

ASSIGNED TO EXAMINER

12/23/2005

NWAP

NEW APPLICATION ENTERED

06/08/2005

Continuous trademark protection

Get notified about every new filing that threatens PLAN INSIGHT or your mark.

Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.