This bingo card has a free space and 44 words: Certificates are on the Menke portal, IA’s success is your success!, Name a Beneficiary in the MENKE portal, MENKE is our plan admin, Avg 15.2% Annual Growth since Inception, You are auto enrolled in the plan, ESOP Employee Stock Ownership Plan, ESOP funds can be rolled over into 401k or IRA plan, Profitability Boosts ESOP value!, Prior Year’s Balance is on your statement, Loyalty Builds ESOP value!, October is ESOP Awareness Month, YOU! Contribute to building wealth, You are paid out over a 5-year period, Eligible after 1,000 hours in a year, Shares are earned, not purchased, IA's ESOP began in 2012, The ESOP is Free to you, Client Satisfaction Grows ESOP value!, Year of Service = 1000 hrs & active on 12/31, Vesting is the % you own, Innovation Fuels ESOP value!, You fully vest after 6 yrs in the plan, Independent Appraiser sets the Share Price, Belief in Our People is core to the ESOP program, At term, non-vested shares go back to the plan, You are 20% vested after 2 yrs in the plan, You must be employed on 12/31 to get contributions, You can take 25% after age 55 and 10 yrs in plan, The ESOP is a Retirement Plan, ESOP is 100% funded by IA, No action needed to enroll, Menke portal updates 1 time a year, After 4 yrs you are 60% vested, Share price grows, so does your account, You can't borrow from ESOP, Balance > $5,000 vested, 5 installments, ESOP is held in a Trust, Allocations based on annual pay (W2 pay), 1st payment for Retirees is year after Retirement, Increase IA Revenue to Increase Share Price, The new share price is $357.20, Shares available are "allocated" to participants and Share price is driven by Performance & Potential.
ESOP DAY | NHP Shareholder's Meeting Bingo | ESOP Bingo | ESOP Bingo | ESOP Bingo
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