AccidentalFinancial ServicesFinanceMisdeliveryCustomer Data InvolvedIdentity (basic)Government IDMediumResolved

Benefit Strategies, LLC

bd_a57d4a482a34b6fd · schema v1 · pii pii-v1

Severity

Medium

Discovered

Mar 30, 2015

Filed

Apr 14, 2015

To disclose

15 days

Affected

1state residents only

Confidence

66%

Full breach record for Benefit Strategies, LLC →2 incidents on file

Fidelity Personal Trust Company, acting as directed trustee for Benefit Strategies LLC, disclosed an error where a TPA fee file containing one New Hampshire resident's name and SSN was inadvertently posted to a website accessible to an unauthorized third-party TPA. Fidelity detected the issue on March 30, 2015, removed the file, notified the resident, and offered one year of credit monitoring.

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Incident timeline

undetected · 12 days

discovery → filing · 15 days

Mar 18, 2015

Begins

Mar 30, 2015

Discovered

Apr 14, 2015

Filed

vs. sector median

6 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Fidelity Personal Trust Company, FSB
norm: fidelity personal trust company fsb

Name: Benefit Strategies, LLC
norm: benefit strategies
Industry: Financial Servicesllm

Discovered: Mar 30, 2015
Breach occurred: Mar 18, 2015 – Mar 30, 2015
Undetected for: 12 daysoccurrence → discovery
Materiality determined: —
Notification sent: Apr 14, 2015
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government ID
Attack vector: Third-Party / Supply Chain
MITRE ATT&CK: T1041 Exfiltration Over C2 Channel
Threat actor: Partner
Regulator citations: Notified New Hampshire Office of the Attorney General
Initial access: trusted_relationship

During the incident: Promptly had the files removed from the Fidelity Directed Trustee Services site
Handled the issue in accordance with its internal procedures
Worked with the service provider to prevent future incidents
Notified the impacted resident
Offered a free one year subscription to a credit monitoring product
Changes made: Working with the service provider to prevent future incidents
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 15 days(15 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

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://mm.nh.gov/files/uploads/doj/remote-docs/fidelity-benefit-strategies-20150414.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Apr 14, 2015
Raw hash: 81fa4936e61c4c9909ea6b217fe2b7448a01f009093ee12cff693489f326ebf3

Reporting entityFidelity Personal Trust Company, FSB

Victim entityBenefit Strategies, LLC

Incidentdiscovered Mar 30, 2015

Stated responsePromptly had the files removed from the Fidelity Directed Trustee Services site

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov