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