SponsoringEmployerNormalRetirementDateAdministrationTimelineSummaryPlanDescriptionAge21TrustThirdPartyAdvisorsVestingScheduleBeneficiaryPaymentScheduleFullyVestedVestedBalanceInstallmentsOctober31,2016ESOPStatementValuationDateERISAForce ESOPLegalConsultationFirmGrossCompensationFidelityBondIndependentTrusteeBuybackExcludableEmployeesInvestmentPolicyStock1yearESOPCommitteeAllocationNormalRetirementAgeFinancialConditionVestingPeriodSharePriceForceESOPTPADiversificationRepurchaseRequiredMinimumDistribution(RMD)Participants1,000hours$5.69ESOPEquityESOPpoolEmployeeOwnershipESOPDistributionVestingForfeitures6 yearsofserviceHoursofServiceESOPContributionStockValuePlanYearYearsofServiceIndependentValuationFirmBeneficiallyAllocatedAnnualValuationESOPPlanDisabilityEligibilityESOPPlanDocumentThird PartyAdministrators(TPA)SponsoringEmployerNormalRetirementDateAdministrationTimelineSummaryPlanDescriptionAge21TrustThirdPartyAdvisorsVestingScheduleBeneficiaryPaymentScheduleFullyVestedVestedBalanceInstallmentsOctober31,2016ESOPStatementValuationDateERISAForce ESOPLegalConsultationFirmGrossCompensationFidelityBondIndependentTrusteeBuybackExcludableEmployeesInvestmentPolicyStock1yearESOPCommitteeAllocationNormalRetirementAgeFinancialConditionVestingPeriodSharePriceForceESOPTPADiversificationRepurchaseRequiredMinimumDistribution(RMD)Participants1,000hours$5.69ESOPEquityESOPpoolEmployeeOwnershipESOPDistributionVestingForfeitures6 yearsofserviceHoursofServiceESOPContributionStockValuePlanYearYearsofServiceIndependentValuationFirmBeneficiallyAllocatedAnnualValuationESOPPlanDisabilityEligibilityESOPPlanDocumentThird PartyAdministrators(TPA)

ESOP Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Sponsoring Employer
  2. Normal Retirement Date
  3. Administration Timeline
  4. Summary Plan Description
  5. Age 21
  6. Trust
  7. Third Party Advisors
  8. Vesting Schedule
  9. Beneficiary
  10. Payment Schedule
  11. Fully Vested
  12. Vested Balance
  13. Installments
  14. October 31, 2016
  15. ESOP Statement
  16. Valuation Date
  17. ERISA
  18. Force ESOP Legal Consultation Firm
  19. Gross Compensation
  20. Fidelity Bond
  21. Independent Trustee
  22. Buyback
  23. Excludable Employees
  24. Investment Policy
  25. Stock
  26. 1 year
  27. ESOP Committee
  28. Allocation
  29. Normal Retirement Age
  30. Financial Condition
  31. Vesting Period
  32. Share Price
  33. Force ESOP TPA
  34. Diversification
  35. Repurchase
  36. Required Minimum Distribution (RMD)
  37. Participants
  38. 1,000 hours
  39. $5.69
  40. ESOP
  41. Equity
  42. ESOP pool
  43. Employee Ownership
  44. ESOP Distribution
  45. Vesting
  46. Forfeitures
  47. 6 years of service
  48. Hours of Service
  49. ESOP Contribution
  50. Stock Value
  51. Plan Year
  52. Years of Service
  53. Independent Valuation Firm
  54. Beneficially Allocated
  55. Annual Valuation
  56. ESOP Plan
  57. Disability
  58. Eligibility
  59. ESOP Plan Document
  60. Third Party Administrators (TPA)