MARYLANDPhysicalHealthcareHealthcareLossBusiness Associate (HIPAA)Customer Data InvolvedPHIHealth (basic)Identity (basic)Government IDMediumContained

JM Pension Advisory Inc.

bd_f34e57976e2ca5c1 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Apr 22, 2022

To disclose

—

Affected

897

Confidence

69%

Full breach record for JM Pension Advisory Inc. →2 incidents on file

JM Pension Advisory Inc. reported to HHS on 2022-04-22 a Loss affecting 897 individuals. Breached information located on Other Portable Electronic Device. A hard drive containing PHI (names, SSNs, limited health info) was lost in transit. The CE provided credit monitoring and implemented administrative safeguards.

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HIPAA clock✓ HHS notified

⚠ no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

⚠ No discovery dateThe OCR public portal omits the discovery date, so the 60-day notification clock cannot be evaluated from this source — only that the filing was submitted.

Incident timeline — partial

? — ?

Breach window unknown

Apr 22, 2022

Filed

—

No filing yet · watching

Compliance clocks stay unassessable until a regulatory filing lands. Dashed segments fill in automatically when corroboration arrives.

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed897 affectedView incident

Name: JM Pension Advisory Inc.
norm: jm pension advisory
Domain: fidelitypensionmanagers.com
Industry: Business Associate

Name: JM Pension Advisory Inc.
norm: jm pension advisory
Domain: fidelitypensionmanagers.com
Industry: Healthcaresource default

Discovered: Not extracted — the OCR public portal omits it
Materiality determined: —
Notification sent: —
Affected individuals: 897nationwide
Data types: PHIHealth (basic)Identity (basic)Government ID
HHS breach type: Loss
Where the data lived: Portable electronic device
Covered-entity type: Business associate
Attack vector: Unauthorized Access
MITRE ATT&CK: T1052 Exfiltration Over Physical Medium
Threat actor: Internal
Regulator citations: Notified HHS
Third party: via JM Pension Advisory Inc.business associate

During the incident: Notified HHS, affected individuals, and the media
Provided substitute notice
Provided complimentary credit monitoring services
Changes made: Implemented additional administrative safeguards to better protect its PHI
Source: Quoted from the filing itself, not independently verified.

Compliance flags: HHS notified
Discovery-date grounding: no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.
Clock breakdown: Statute Window Elapsed Threshold Status
HIPAA
Discovered: not extracted
→ Notified: not extracted
— regulatory submission HHS notified

Statute	Window	Elapsed	Threshold	Status
HIPAA	Discovered: not extracted → Notified: not extracted	—	regulatory submission	HHS notified

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://ocrportal.hhs.gov/ocr/breach/breach_report.jsf
DisclosureLens renders the full SEC/HHS filing inline below from the originating regulator’s public record (§4.5 fair report privilege).
Filed at: Apr 22, 2022
Raw hash: bc65b2b5dc7d6f9baf04183b998d5ca5b7d3f57a539ec60d13f67348def473bf

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Reporting entityJM Pension Advisory Inc.

Victim entityJM Pension Advisory Inc.

IncidentUnauthorized Access

Stated responseNotified HHS, affected individuals, and the media

ComplianceHHS notified

Extraction provenanceno artifact recorded

Source provenanceocrportal.hhs.gov

Source filing