Executive Summary
This Privacy Notice applies to any personal information you provide to us and any personal information
we collect when you contact us, visit or use our websites or applications, visit one of our office locations,
attend an event or seminar we are hosting, whether in person or virtual, or utilize our services
(“Services”) which are provided by HMA Group Holdings, LLC or any of our affiliated companies
(collectively, “Holmes Murphy”, “we”, or “us”).
Information We Collect
When you use our Services, we may automatically collect information about your Internet service
provider, your operating system, browser, type, domain name, Internet protocol (IP) address, your
access times, the website that referred you to us, the pages and aspects of the Services you requested,
and the date and time of those requests.
Additionally, we may collect the following information in order to provide our Services, which, in
addition to the above, is considered personal information:
Contact information: may include name, email, physical address, social media handle or phone number.
Unique identifiers: may include passport number, driver’s license number, or any other identifying
documentation issued by a federal, state, or local agency.
Demographic details: may include your date of birth, age, gender, race, image, marital status,
background information, or insurance requirements.
Employment information: may include job title, employee number, employment status, salary,
background information, or health and wellness benefits.
Health information: may include medical records, health status, medical outcomes, claim summaries,
and other information which may or may not be regulated under the Health Insurance Portability and
Accountability Act of 1996 (HIPAA).
Benefits information: may include benefit elections, claims made under your applicable benefit
programs or insurance policies, retirement information, employment information, contribution
summaries, and other voluntary information relating to your health and wellness benefits.
Financial information: may include credit history, salary, tax information, deductions, benefits data, and
insurance contribution or payout information.
Claims information: may include claim summaries, background information, driving/motor vehicle
records (MVRs), credit reports, medical files, or other necessary documentation.
Finally, we may also collect certain marketing information you provide in connection with any marketing
campaigns, events, or seminars hosted by us. Such information may include an indication of your
interest in our Services, comments, feedback, or other forms of interaction that may occur through said
marketing campaigns, events, or seminars. We will also make note of your communication preferences.
Information Provided by You or Third Parties to Us