ENGAGEMED COWORKER RECORDS CONFIDENTIALITY POLICY Revised: 5/14/2025 EngageMED’s philosophy is to safeguard personal coworker information in its possession to ensure the confidentiality of the information. Additionally, EngageMED will only collect personal information that is required to pursue its business operations and to comply with government reporting and disclosure requirements. Personal coworker information is considered confidential and as such will be shared only as required and with those who have a need to have access to such information. Personal information collected by EngageMED includes, but is not limited to, coworker names, addresses, telephone numbers, e-mail addresses, emergency contact information, equal employment opportunity (EEO) demographic data, medical information, social security numbers, date of birth, employment eligibility data, benefits plan enrollment information, which may include dependent personal information, and school/college or certification credentials. Participants in EngageMED’s benefit plans should be aware that personal information will be shared with plan providers as required for their claims handling or record keeping needs. All hard copy records will be maintained in locked, secure areas with access limited to those who have a need for such access. Personal coworker information maintained electronically will be safeguarded by EngageMED, with access granted to those with a legitimate need. Certain records, such as I-9 forms and medical records, will be maintained separate from general personnel records whether maintained electronically or hard copy. If a coworker becomes aware of a material breach in maintaining the confidentiality of coworker personal information, the coworker should report the incident to a representative of the People Services Department. The People Services Department has the responsibility to investigate the incident and take corrective action. Please be aware that a standard of reasonableness will apply in these circumstances. Examples of the release of coworker information that will not be considered a breach include the following: • Release of partial coworker birth dates, i.e., day and month is not considered confidential and may be shared to recognize coworkers on such dates. • Personal telephone numbers or e-mail addresses may be distributed in order to facilitate company work schedules or business operations. • Coworker identifier information used in salary or budget planning, review processes and for timekeeping purposes will be shared. • Coworker’s company anniversary or service recognition information will be distributed periodically