ESOP fundscan be rolledover into401k or IRAplanESOP is100%funded byIATheESOP isFree toyou1st paymentfor Retireesis year afterRetirementYou can take25% afterage 55 and10 yrs inplanYou are20% vestedafter 2 yrsin the planYear ofService =1000 hrs &active on12/31ESOP isheld in aTrustEligibleafter 1,000hoursin a yearYou fullyvest after6 yrs inthe planYou areautoenrolled inthe planSharesavailable are"allocated" toparticipantsBalance >$5,000vested, 5installmentsCertificatesare on theMenkeportalAt term, non-vestedshares goback to theplanIndependentAppraisersets theShare PriceNo actionneededto enrollPrior Year’sBalanceis on yourstatementLoyaltyBuildsESOPvalue!Allocationsbased onannual pay(W2 pay)Share pricegrows, sodoes youraccountYou can'tborrowfromESOPIA’ssuccessis yoursuccess!ESOPEmployeeStockOwnershipPlanMenkeportalupdates 1time a yearThe newshareprice is$357.20Vestingis the %you ownShare priceis driven byPerformance& PotentialYou arepaid outover a 5-year periodAvg 15.2%AnnualGrowthsinceInceptionBelief in OurPeopleis core to theESOPprogramYou must beemployed on12/31 to getcontributionsIA'sESOPbegan in2012Shares areearned,notpurchasedIncrease IARevenue toIncreaseShare PriceClientSatisfactionGrowsESOPvalue!ProfitabilityBoostsESOPvalue!October isESOPAwarenessMonthAfter 4 yrsyou are60%vestedMENKEis our planadminYOU!Contributeto buildingwealthInnovationFuelsESOPvalue!Name aBeneficiaryin theMENKEportalThe ESOPis aRetirementPlanESOP fundscan be rolledover into401k or IRAplanESOP is100%funded byIATheESOP isFree toyou1st paymentfor Retireesis year afterRetirementYou can take25% afterage 55 and10 yrs inplanYou are20% vestedafter 2 yrsin the planYear ofService =1000 hrs &active on12/31ESOP isheld in aTrustEligibleafter 1,000hoursin a yearYou fullyvest after6 yrs inthe planYou areautoenrolled inthe planSharesavailable are"allocated" toparticipantsBalance >$5,000vested, 5installmentsCertificatesare on theMenkeportalAt term, non-vestedshares goback to theplanIndependentAppraisersets theShare PriceNo actionneededto enrollPrior Year’sBalanceis on yourstatementLoyaltyBuildsESOPvalue!Allocationsbased onannual pay(W2 pay)Share pricegrows, sodoes youraccountYou can'tborrowfromESOPIA’ssuccessis yoursuccess!ESOPEmployeeStockOwnershipPlanMenkeportalupdates 1time a yearThe newshareprice is$357.20Vestingis the %you ownShare priceis driven byPerformance& PotentialYou arepaid outover a 5-year periodAvg 15.2%AnnualGrowthsinceInceptionBelief in OurPeopleis core to theESOPprogramYou must beemployed on12/31 to getcontributionsIA'sESOPbegan in2012Shares areearned,notpurchasedIncrease IARevenue toIncreaseShare PriceClientSatisfactionGrowsESOPvalue!ProfitabilityBoostsESOPvalue!October isESOPAwarenessMonthAfter 4 yrsyou are60%vestedMENKEis our planadminYOU!Contributeto buildingwealthInnovationFuelsESOPvalue!Name aBeneficiaryin theMENKEportalThe ESOPis aRetirementPlan

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.


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