Application

BIRWOOD

Lockton, Inc.

Trademark/Service Mark Application, Principal Register

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 90254218
Filing Date: 10/14/2020

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 90254218
MARK INFORMATION
*MARK BIRWOOD
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT BIRWOOD
MARK STATEMENT The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER Principal
APPLICANT INFORMATION
*OWNER OF MARK Lockton, Inc.
*MAILING ADDRESS 444 W. 47th Street, Suite 900
*CITY Kansas City
*STATE
(Required for U.S. applicants)
Missouri
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
64112
*EMAIL ADDRESS XXXX
LEGAL ENTITY INFORMATION
TYPE corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION Missouri
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS 035 
*IDENTIFICATION Human resources consultation; business consulting services in the field of diversity, equity and inclusion; business information services, namely, tracking and analyzing data in the field of employee benefits and human resources; business consulting services in the field of employee benefits, namely, employee-contribution modeling, financial analysis, budget setting, funding-rate calculations, implementation support, plan-design modeling, program marketing and renewal, and strategic planning; business consulting services, namely, designing, developing, conducting and providing benchmarking for employee benefit plans; outsourcing services in the field of employee benefits administration; business risk management services; compliance consulting services in the field of employee benefits and human resources; business succession planning
FILING BASIS SECTION 1(b)
INTERNATIONAL CLASS 036 
*IDENTIFICATION Insurance brokerage services; insurance and financial risk management services; insurance and financial risk control services; insurance agency services; insurance information and consulting services; insurance and financial analysis and consulting; insurance actuarial services; claims consulting services; claims reporting services; insurance consultation services in the field of mergers and acquisitions, namely, insurance evaluation, due diligence, research and risk analysis; providing brokerage, risk management, information and consulting in the field of employee benefits concerning insurance and finance; providing brokerage, risk management, information and consulting in the field of employee retirement plans concerning insurance and finance; insurance and financial risk management consulting services regarding employee health care and retirement benefits; employee benefits data reporting and analysis services; employee benefit consulting services, namely, retirement plan consultation and advisory services; insurance and financial advisory services in the field of human resources, namely, providing information in the field of employee health, retirement, insurance and financial benefit plans; financial consultation to businesses in the financial areas of business continuation, business succession, deferred compensation, retirement planning, buy-sell funding, business transactions, salary continuation for disability and long term care, and key man insurance
FILING BASIS SECTION 1(b)
INTERNATIONAL CLASS 045 
*IDENTIFICATION Regulatory compliance consulting in the field of employee benefits, health care plans, COBRA plans, HIPAA plans, ERISA plans, form 5500 filings, health savings accounts, flexible spending accounts, cafeteria plans and wrap plans
FILING BASIS SECTION 1(b)
ATTORNEY INFORMATION
NAME Chad W. Brigham
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME Goldenberg Heller & Antognoli, P.C.
STREET 2227 S. State Route 157
CITY Edwardsville
STATE Illinois
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 62025
PHONE 618-650-7113
FAX 618-656-6230
EMAIL ADDRESS chad@ghalaw.com
OTHER APPOINTED ATTORNEY Natalie E. Jaggie
CORRESPONDENCE INFORMATION
NAME Chad W. Brigham
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE chad@ghalaw.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) jodi@ghalaw.com; natalie@ghalaw.com
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 3
APPLICATION FOR REGISTRATION PER CLASS 275
*TOTAL FEES DUE 825
*TOTAL FEES PAID 825
SIGNATURE INFORMATION
SIGNATURE /Randi Tangney/
SIGNATORY'S NAME Tangney, Randi
SIGNATORY'S POSITION Counsel
SIGNATORY'S PHONE NUMBER 816-960-9323
DATE SIGNED 10/14/2020



Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)


Trademark/Service Mark Application, Principal Register

Serial Number: 90254218
Filing Date: 10/14/2020

To the Commissioner for Trademarks:

MARK: BIRWOOD (Standard Characters, see mark)
The literal element of the mark consists of BIRWOOD. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Lockton, Inc., a corporation of Missouri, having an address of
      444 W. 47th Street, Suite 900
      Kansas City, Missouri 64112
      United States
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 035:  Human resources consultation; business consulting services in the field of diversity, equity and inclusion; business information services, namely, tracking and analyzing data in the field of employee benefits and human resources; business consulting services in the field of employee benefits, namely, employee-contribution modeling, financial analysis, budget setting, funding-rate calculations, implementation support, plan-design modeling, program marketing and renewal, and strategic planning; business consulting services, namely, designing, developing, conducting and providing benchmarking for employee benefit plans; outsourcing services in the field of employee benefits administration; business risk management services; compliance consulting services in the field of employee benefits and human resources; business succession planning
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

International Class 036:  Insurance brokerage services; insurance and financial risk management services; insurance and financial risk control services; insurance agency services; insurance information and consulting services; insurance and financial analysis and consulting; insurance actuarial services; claims consulting services; claims reporting services; insurance consultation services in the field of mergers and acquisitions, namely, insurance evaluation, due diligence, research and risk analysis; providing brokerage, risk management, information and consulting in the field of employee benefits concerning insurance and finance; providing brokerage, risk management, information and consulting in the field of employee retirement plans concerning insurance and finance; insurance and financial risk management consulting services regarding employee health care and retirement benefits; employee benefits data reporting and analysis services; employee benefit consulting services, namely, retirement plan consultation and advisory services; insurance and financial advisory services in the field of human resources, namely, providing information in the field of employee health, retirement, insurance and financial benefit plans; financial consultation to businesses in the financial areas of business continuation, business succession, deferred compensation, retirement planning, buy-sell funding, business transactions, salary continuation for disability and long term care, and key man insurance
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

International Class 045:  Regulatory compliance consulting in the field of employee benefits, health care plans, COBRA plans, HIPAA plans, ERISA plans, form 5500 filings, health savings accounts, flexible spending accounts, cafeteria plans and wrap plans
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.



The owner's/holder's proposed attorney information: Chad W. Brigham. Other appointed attorneys are Natalie E. Jaggie. Chad W. Brigham of Goldenberg Heller & Antognoli, P.C., is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      2227 S. State Route 157
      Edwardsville, Illinois 62025
      United States
      618-650-7113(phone)
      618-656-6230(fax)
      chad@ghalaw.com

Chad W. Brigham submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.
The applicant's current Correspondence Information:
      Chad W. Brigham
       PRIMARY EMAIL FOR CORRESPONDENCE: chad@ghalaw.com
       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): jodi@ghalaw.com; natalie@ghalaw.com


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $825 has been submitted with the application, representing payment for 3 class(es).

Declaration

Declaration Signature

Signature: /Randi Tangney/   Date: 10/14/2020
Signatory's Name: Tangney, Randi
Signatory's Position: Counsel
Payment Sale Number: 90254218
Payment Accounting Date: 10/14/2020

Serial Number: 90254218
Internet Transmission Date: Wed Oct 14 12:46:44 ET 2020
TEAS Stamp: USPTO/BAS-XX.XXX.XXX.XX-2020101412464406
0887-90254218-750bf12dc093cfcbc12cda3921
5a3aae22feff16ac9c9b25e6b6268cbdd30-CC-4
6431257-20201014105755894947

Application [image/jpeg]


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