IA’sSuccessis yoursuccess!Belief in OurPeopleis core to theESOPprogram2012Year IA’sESOPbeganInnovationFuelsESOPvalue!YOU!Contributeto buildingwealthLate October/EarlyNovemberis whenstatements areposted on MENKEMENKEIA’s firmadmin. Hasyour accountinfoNo Costs /Contributionswith theESOPprogramBoard ofTrusteesSets thevalue of thestockESOPEmployeeStockOwnershipPlanOctober isESOPAwarenessMonthAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementVesting %:Non-ForfeitableRightto the stock inyour accountTax FreeNo taxes arepaid on yourcontributionsLoyaltyBuildsESOPvalue!ProfitabilityBoostsESOPvalue!Eligible after1,000 hoursin a calendaryearAverage15.2% AnnualGrowthsinceInceptionBeneficiaryNameis made inthe MENKEportalRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYear 6When youare fully100% vestedAutomaticallyEnrolledNo enrollmentactionneededIA’sSuccessis yoursuccess!Belief in OurPeopleis core to theESOPprogram2012Year IA’sESOPbeganInnovationFuelsESOPvalue!YOU!Contributeto buildingwealthLate October/EarlyNovemberis whenstatements areposted on MENKEMENKEIA’s firmadmin. Hasyour accountinfoNo Costs /Contributionswith theESOPprogramBoard ofTrusteesSets thevalue of thestockESOPEmployeeStockOwnershipPlanOctober isESOPAwarenessMonthAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%ClientSatisfactionGrowsESOPvalue!PreviousYear’s Balanceis shown onyour statementVesting %:Non-ForfeitableRightto the stock inyour accountTax FreeNo taxes arepaid on yourcontributionsLoyaltyBuildsESOPvalue!ProfitabilityBoostsESOPvalue!Eligible after1,000 hoursin a calendaryearAverage15.2% AnnualGrowthsinceInceptionBeneficiaryNameis made inthe MENKEportalRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planYear 6When youare fully100% vestedAutomaticallyEnrolledNo enrollmentactionneeded

ESOP DAY - 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. IA’s Success is your success!
  2. Belief in Our People is core to the ESOP program
  3. 2012 Year IA’s ESOP began
  4. Innovation Fuels ESOP value!
  5. YOU! Contribute to building wealth
  6. Late October/Early November is when statements are posted on MENKE
  7. MENKE IA’s firm admin. Has your account info
  8. No Costs / Contributions with the ESOP program
  9. Board of Trustees Sets the value of the stock
  10. ESOP Employee Stock Ownership Plan
  11. October is ESOP Awareness Month
  12. After 10 Years in Plan, active employees can withdraw up to 25%
  13. Client Satisfaction Grows ESOP value!
  14. Previous Year’s Balance is shown on your statement
  15. Vesting %: Non-Forfeitable Right to the stock in your account
  16. Tax Free No taxes are paid on your contributions
  17. Loyalty Builds ESOP value!
  18. Profitability Boosts ESOP value!
  19. Eligible after 1,000 hours in a calendar year
  20. Average 15.2% Annual Growth since Inception
  21. Beneficiary Name is made in the MENKE portal
  22. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  23. Year 6 When you are fully 100% vested
  24. Automatically Enrolled No enrollment action needed