The ESOPis aRetirementPlanShares areearned,notpurchasedAt term, non-vestedshares goback to theplanESOP fundscan be rolledover into401k or IRAplanIncrease IARevenue toIncreaseShare PriceInnovationFuelsESOPvalue!ProfitabilityBoostsESOPvalue!Avg 15.2%AnnualGrowthsinceInceptionBalance >$5,000vested, 5installmentsVestingis the %you ownThe newshareprice is$357.20Name aBeneficiaryin theMENKEportalClientSatisfactionGrowsESOPvalue!You areautoenrolled inthe planBelief in OurPeopleis core to theESOPprogramYOU!Contributeto buildingwealthAllocationsbased onannual pay(W2 pay)You fullyvest after6 yrs inthe planYou must beemployed on12/31 to getcontributions1st paymentfor Retireesis year afterRetirementMENKEis our planadminEligibleafter 1,000hoursin a yearESOPEmployeeStockOwnershipPlanIndependentAppraisersets theShare PriceYear ofService =1000 hrs &active on12/31TheESOP isFree toyouLoyaltyBuildsESOPvalue!Certificatesare on theMenkeportalIA’ssuccessis yoursuccess!You can take25% afterage 55 and10 yrs inplanSharesavailable are"allocated" toparticipantsESOP is100%funded byIAOctober isESOPAwarenessMonthYou arepaid outover a 5-year periodNo actionneededto enrollYou are20% vestedafter 2 yrsin the planYou can'tborrowfromESOPMenkeportalupdates 1time a yearPrior Year’sBalanceis on yourstatementShare priceis driven byPerformance& PotentialIA'sESOPbegan in2012Share pricegrows, sodoes youraccountAfter 4 yrsyou are60%vestedESOP isheld in aTrustThe ESOPis aRetirementPlanShares areearned,notpurchasedAt term, non-vestedshares goback to theplanESOP fundscan be rolledover into401k or IRAplanIncrease IARevenue toIncreaseShare PriceInnovationFuelsESOPvalue!ProfitabilityBoostsESOPvalue!Avg 15.2%AnnualGrowthsinceInceptionBalance >$5,000vested, 5installmentsVestingis the %you ownThe newshareprice is$357.20Name aBeneficiaryin theMENKEportalClientSatisfactionGrowsESOPvalue!You areautoenrolled inthe planBelief in OurPeopleis core to theESOPprogramYOU!Contributeto buildingwealthAllocationsbased onannual pay(W2 pay)You fullyvest after6 yrs inthe planYou must beemployed on12/31 to getcontributions1st paymentfor Retireesis year afterRetirementMENKEis our planadminEligibleafter 1,000hoursin a yearESOPEmployeeStockOwnershipPlanIndependentAppraisersets theShare PriceYear ofService =1000 hrs &active on12/31TheESOP isFree toyouLoyaltyBuildsESOPvalue!Certificatesare on theMenkeportalIA’ssuccessis yoursuccess!You can take25% afterage 55 and10 yrs inplanSharesavailable are"allocated" toparticipantsESOP is100%funded byIAOctober isESOPAwarenessMonthYou arepaid outover a 5-year periodNo actionneededto enrollYou are20% vestedafter 2 yrsin the planYou can'tborrowfromESOPMenkeportalupdates 1time a yearPrior Year’sBalanceis on yourstatementShare priceis driven byPerformance& PotentialIA'sESOPbegan in2012Share pricegrows, sodoes youraccountAfter 4 yrsyou are60%vestedESOP isheld in aTrust

IA 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
  1. The ESOP is a Retirement Plan
  2. Shares are earned, not purchased
  3. At term, non-vested shares go back to the plan
  4. ESOP funds can be rolled over into 401k or IRA plan
  5. Increase IA Revenue to Increase Share Price
  6. Innovation Fuels ESOP value!
  7. Profitability Boosts ESOP value!
  8. Avg 15.2% Annual Growth since Inception
  9. Balance > $5,000 vested, 5 installments
  10. Vesting is the % you own
  11. The new share price is $357.20
  12. Name a Beneficiary in the MENKE portal
  13. Client Satisfaction Grows ESOP value!
  14. You are auto enrolled in the plan
  15. Belief in Our People is core to the ESOP program
  16. YOU! Contribute to building wealth
  17. Allocations based on annual pay (W2 pay)
  18. You fully vest after 6 yrs in the plan
  19. You must be employed on 12/31 to get contributions
  20. 1st payment for Retirees is year after Retirement
  21. MENKE is our plan admin
  22. Eligible after 1,000 hours in a year
  23. ESOP Employee Stock Ownership Plan
  24. Independent Appraiser sets the Share Price
  25. Year of Service = 1000 hrs & active on 12/31
  26. The ESOP is Free to you
  27. Loyalty Builds ESOP value!
  28. Certificates are on the Menke portal
  29. IA’s success is your success!
  30. You can take 25% after age 55 and 10 yrs in plan
  31. Shares available are "allocated" to participants
  32. ESOP is 100% funded by IA
  33. October is ESOP Awareness Month
  34. You are paid out over a 5-year period
  35. No action needed to enroll
  36. You are 20% vested after 2 yrs in the plan
  37. You can't borrow from ESOP
  38. Menke portal updates 1 time a year
  39. Prior Year’s Balance is on your statement
  40. Share price is driven by Performance & Potential
  41. IA's ESOP began in 2012
  42. Share price grows, so does your account
  43. After 4 yrs you are 60% vested
  44. ESOP is held in a Trust