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