MENKEIA’s firmadmin. Hasyour accountinfoYear 6When youare fully100% vestedBelief in OurPeopleis core to theESOPprogramEligible after1,000 hoursin a calendaryearRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planBoard ofTrusteesSets thevalue of thestockLoyaltyBuildsESOPvalue!ProfitabilityBoostsESOPvalue!2012Year IA’sESOPbeganIA’sSuccessis yoursuccess!AutomaticallyEnrolledNo enrollmentactionneededAverage15.2% AnnualGrowthsinceInceptionESOPEmployeeStockOwnershipPlanOctober isESOPAwarenessMonthInnovationFuelsESOPvalue!YOU!Contributeto buildingwealthVesting %:Non-ForfeitableRightto the stock inyour accountPreviousYear’s Balanceis shown onyour statementLate October/EarlyNovemberis whenstatements areposted on MENKEAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Tax FreeNo taxes arepaid on yourcontributionsBeneficiaryNameis made inthe MENKEportalNo Costs /Contributionswith theESOPprogramClientSatisfactionGrowsESOPvalue!MENKEIA’s firmadmin. Hasyour accountinfoYear 6When youare fully100% vestedBelief in OurPeopleis core to theESOPprogramEligible after1,000 hoursin a calendaryearRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planBoard ofTrusteesSets thevalue of thestockLoyaltyBuildsESOPvalue!ProfitabilityBoostsESOPvalue!2012Year IA’sESOPbeganIA’sSuccessis yoursuccess!AutomaticallyEnrolledNo enrollmentactionneededAverage15.2% AnnualGrowthsinceInceptionESOPEmployeeStockOwnershipPlanOctober isESOPAwarenessMonthInnovationFuelsESOPvalue!YOU!Contributeto buildingwealthVesting %:Non-ForfeitableRightto the stock inyour accountPreviousYear’s Balanceis shown onyour statementLate October/EarlyNovemberis whenstatements areposted on MENKEAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Tax FreeNo taxes arepaid on yourcontributionsBeneficiaryNameis made inthe MENKEportalNo Costs /Contributionswith theESOPprogramClientSatisfactionGrowsESOPvalue!

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