| Category |
Business or Commercial Purpose |
Sources of Personal information |
Categories of Third Parties with Whom Personal Information is Shared |
| Identifiers, including first name, maiden name, last name, username or similar identifier, marital status, date of birth and gender. |
- To create, maintain, customize, and secure your account(s)
- To perform identity verification
- To process transactions
- To detect and prevent fraud
- To market our products and services
|
- You
- The plan sponsor
- From third parties on behalf of the plan, such as our payroll vendor.
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors who have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Personal Records, including the information described in Cal. Civ. Code § 1798.80(e), including name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, or any other financial information, medical information, or health insurance information. |
- To identify you
- To maintain the integrity of our records
- For client verification
- For security and risk management, fraud prevention, and similar purposes
- For marketing and advertising
|
- You
- The plan sponsor
- From third parties on behalf of the plan, such as our payroll vendor
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Characteristics of protected classifications under California or Federal Law, including age (40 years or older), race, color, ancestry, national origin, citizenship, marital status, medical condition, physical or mental disability, gender (including gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status. |
- To create, maintain, customize, and secure your account(s)
- To perform identity verification
- To manage our relationship with you
- To market our products and services
|
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Commercial Information, including records of products or services purchased, or considered, other purchasing or consuming histories or tendencies. |
- To create, maintain, customize, and secure your account(s)
- To process transactions
- To detect and prevent fraud
- To respond to court order and legal investigations
- To market our products and services
|
- You
- From third parties on behalf of the plan, such as our payroll vendor
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Biometric Information, including genetic, physiological, behavioral, and biological characteristics. |
N/A
|
N/A
|
N/A
|
| Internet or Electronic Data, including information regarding an individual’s interaction with an internet website, application, or advertisement. |
- For risk and security control and monitoring
- To detect and prevent fraud
- As necessary to provide you with access to our website
- To respond to court order and legal investigations
|
- You (either directly provided or indirectly through your use of our website)
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Geolocation Data, including physical location. |
- For risk and security control and monitoring
- To detect and prevent fraud
- As necessary to provide you with access to our website
|
- You (either directly provided or indirectly through your use of our website)
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Sensory Data, including audio, electronic, and visual information. |
|
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Professional-Related Data, including work history and prior employer(s). |
- To create, maintain, and customize your account(s)
- To manage our relationship with you
|
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Education-Related Data, including the school(s) you attended and date(s) of graduation. |
- To create, maintain, and customize your account(s)
- To manage our relationship with you
|
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Inferences drawn from any of the information identified in this table to create a profile about an individual about their preferences. |
- To create, maintain, and customize your account(s)
- To manage our relationship with you
|
- You (indirectly through your interactions with us)
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
| Sensitive Information, including identifiers such as Social Security number or driver’s license number; a unique account number or account log-in in combination with any required security or access code, password, or credentials allowing access to an account; geolocation data; certain characteristics such as racial or ethnic origin and religion; and health information. |
- Create, maintain, customize, and secure your account(s)
- Process transactions
- Detect and prevent fraud
- Respond to court order and legal investigations
- Risk and security control and monitoring
|
|
- Our affiliates, subsidiaries, and independent contractors engaged by us to perform services on our behalf;
- Banking and brokerage firms to process payroll-related and/or securities transactions;
- Third parties as requested by the plan sponsor in support of their regulatory requirements;
- Financial advisors and investment advisors that have appropriate credentials and authorization in place with the applicable plan sponsor and/or participant;
- Health and welfare providers in support of medical expense services;
- Service providers in support of our daily operations, including cloud providers, customer management platforms, security providers and similar back-office services;
- Professional advisors engaged by us, including attorneys, accounts, and auditors; and
- Regulatory bodies, taxing agencies, and law enforcement as required under applicable law or as compelled by law or legal process.
|
