Independent Trustee Beneficiary Valuation Date Plan Year Share Price ESOP Plan ESOP Plan Document Hours of Service Beneficially Allocated ESOP Committee Force ESOP Legal Consultation Firm 6 years of service Financial Condition Third Party Administrators (TPA) ERISA Vesting Period 1 year Repurchase Administration Timeline Fully Vested Participants Independent Valuation Firm Sponsoring Employer Age 21 October 31, 2016 Allocation Stock ESOP pool Summary Plan Description Normal Retirement Age Disability Forfeitures Vesting Excludable Employees Investment Policy Annual Valuation Fidelity Bond Normal Retirement Date ESOP Contribution 1,000 hours Stock Value ESOP Gross Compensation Installments Required Minimum Distribution (RMD) Years of Service Trust Eligibility Equity Payment Schedule Buyback Vested Balance Force ESOP TPA Diversification $5.69 ESOP Statement Third Party Advisors Employee Ownership Vesting Schedule ESOP Distribution Independent Trustee Beneficiary Valuation Date Plan Year Share Price ESOP Plan ESOP Plan Document Hours of Service Beneficially Allocated ESOP Committee Force ESOP Legal Consultation Firm 6 years of service Financial Condition Third Party Administrators (TPA) ERISA Vesting Period 1 year Repurchase Administration Timeline Fully Vested Participants Independent Valuation Firm Sponsoring Employer Age 21 October 31, 2016 Allocation Stock ESOP pool Summary Plan Description Normal Retirement Age Disability Forfeitures Vesting Excludable Employees Investment Policy Annual Valuation Fidelity Bond Normal Retirement Date ESOP Contribution 1,000 hours Stock Value ESOP Gross Compensation Installments Required Minimum Distribution (RMD) Years of Service Trust Eligibility Equity Payment Schedule Buyback Vested Balance Force ESOP TPA Diversification $5.69 ESOP Statement Third Party Advisors Employee Ownership Vesting Schedule ESOP Distribution
(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.
Independent Trustee
Beneficiary
Valuation Date
Plan Year
Share Price
ESOP Plan
ESOP Plan Document
Hours of Service
Beneficially Allocated
ESOP Committee
Force ESOP Legal Consultation Firm
6 years of service
Financial Condition
Third Party Administrators (TPA)
ERISA
Vesting Period
1 year
Repurchase
Administration Timeline
Fully Vested
Participants
Independent Valuation Firm
Sponsoring Employer
Age 21
October 31, 2016
Allocation
Stock
ESOP pool
Summary Plan Description
Normal Retirement Age
Disability
Forfeitures
Vesting
Excludable Employees
Investment Policy
Annual Valuation
Fidelity Bond
Normal Retirement Date
ESOP Contribution
1,000 hours
Stock Value
ESOP
Gross Compensation
Installments
Required Minimum Distribution (RMD)
Years of Service
Trust
Eligibility
Equity
Payment Schedule
Buyback
Vested Balance
Force ESOP TPA
Diversification
$5.69
ESOP Statement
Third Party Advisors
Employee Ownership
Vesting Schedule
ESOP Distribution