Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

LifePlans Financial & Insurance Services, Inc.

bd_1b7df9a7af9935ec · schema v1 · pii pii-v1

Severity

Medium

Discovered

Apr 21, 2022

Filed

Oct 12, 2022

To disclose

25 weeks

Affected

2state residents only

Linked

2 filings

Confidence

66%

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

LifePlans Financial & Insurance Services, Inc. notified affected individuals of a security incident involving unauthorized access to an employee's email account via phishing. The incident, discovered on April 21, 2022, potentially exposed names, addresses, DOBs, driver's license numbers, financial account numbers, and SSNs. The company secured the account, launched an investigation, and provided one year of complimentary identity monitoring through Kroll.

J jump to incidentP pin to compareR raw source

Incident timeline

discovery → filing · 25 weeks / 174 days

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

California State AGbd_107a98e4d1f1c4872022-10-12Candidate

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
Materiality determined: —
Notification sent: Jun 21, 2022
Affected individuals: 2state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security numberDate of birth
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Secured the account
Launched an investigation
Implemented additional measures to enhance our existing security protocols
Re-educating our staff for awareness on these types of incidents
Provided identity monitoring, through Kroll, at no cost to you for one year
Changes made: Implemented additional measures to enhance our existing security protocols
Re-educating our 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 ↗

California State AGOct 12 · first

Montana 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://dojmt.gov/wp-content/uploads/OCP/Consumer-Notification-Letter-621.pdf
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: e7236b19bcdd98c268051afce9247fbfb8fe9bd715025365e63b1d659fdf4a68

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 responseSecured the account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov