HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

LifePlans Financial & Insurance Services, Inc.

bd_107a98e4d1f1c487 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Apr 21, 2022

Filed

Oct 12, 2022

To disclose

25 weeks

Affected

Not disclosed

Linked

2 filings

Confidence

65%

Full breach record for LifePlans Financial & Insurance Services, Inc. →

LifePlans Financial & Insurance Services, Inc. experienced a security incident on April 21, 2022, involving unauthorized access to an employee's email account. The account contained emails or attachments with customer personal information, including names, addresses, dates of birth, driver's license numbers, financial account numbers, and Social Security numbers. The company secured the account, launched an investigation, enhanced security protocols, re-educated staff, and offered one year of identity monitoring through Kroll.

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Incident timeline

discovery → filing · 25 weeks / 174 days

Apr 21, 2022

Begins

Apr 21, 2022

Discovered

Oct 12, 2022

Filed

vs. sector median

+16 wks slower

This filing is one of 2 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Montana State AGbd_1b7df9a7af9935ec2022-10-12Verified

Name: LifePlans Financial & Insurance Services, Inc.
norm: lifeplans financial insurance

Name: LifePlans Financial & Insurance Services, Inc.
norm: lifeplans financial insurance
Industry: Financial Servicesllm

Discovered: Apr 21, 2022
Breach occurred: Apr 21, 2022
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: Not disclosed
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Initial access: valid_credentials

During the incident: Took immediate steps to secure the account
Launched an investigation
Implemented additional measures to enhance existing security protocols
Re-educating staff for awareness on these types of incidents
Arranged to provide identity monitoring through Kroll at no cost for one year
Changes made: Implemented additional measures to enhance existing security protocols
Re-educating staff for awareness on these types of incidents
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 25 weeks(174 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

Montana State AGOct 12 · first

California State AGOct 12 · first · this page

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://oag.ca.gov/ecrime/databreach/reports/sb24-558183
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 12, 2022
Raw hash: b1a97fa57001b3b28bcd5f89d1fc9b88ad10d4159ed04b03a2da414c857ee4f7

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityLifePlans Financial & Insurance Services, Inc.

Victim entityLifePlans Financial & Insurance Services, Inc.

Incidentdiscovered Apr 21, 2022

Stated responseTook immediate steps to secure the account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenanceoag.ca.gov