ESOP isheld in aTrustYou are20% vestedafter 2 yrsin the planThe ESOPis aRetirementPlanAvg 15.2%AnnualGrowthsinceInceptionBelief in OurPeopleis core to theESOPprogramOctober isESOPAwarenessMonthNo actionneededto enrollShares areearned,notpurchased1st paymentfor Retireesis year afterRetirementYou must beemployed on12/31 to getcontributionsESOP is100%funded byIAESOP fundscan be rolledover into401k or IRAplanSharesavailable are"allocated" toparticipantsAt term, non-vestedshares goback to theplanName aBeneficiaryin theMENKEportalAfter 4 yrsyou are60%vestedYou arepaid outover a 5-year periodVestingis the %you ownYou can take25% afterage 55 and10 yrs inplanESOPEmployeeStockOwnershipPlanIA'sESOPbegan in2012InnovationFuelsESOPvalue!ClientSatisfactionGrowsESOPvalue!IA’ssuccessis yoursuccess!Increase IARevenue toIncreaseShare PriceYear ofService =1000 hrs &active on12/31Prior Year’sBalanceis on yourstatementTheESOP isFree toyouMENKEis our planadminShare priceis driven byPerformance& PotentialIndependentAppraisersets theShare PriceEligibleafter 1,000hoursin a yearLoyaltyBuildsESOPvalue!ProfitabilityBoostsESOPvalue!You areautoenrolled inthe planBalance >$5,000vested, 5installmentsYou fullyvest after6 yrs inthe planMenkeportalupdates 1time a yearShare pricegrows, sodoes youraccountYou can'tborrowfromESOPYOU!Contributeto buildingwealthCertificatesare on theMenkeportalAllocationsbased onannual pay(W2 pay)The newshareprice is$357.20ESOP isheld in aTrustYou are20% vestedafter 2 yrsin the planThe ESOPis aRetirementPlanAvg 15.2%AnnualGrowthsinceInceptionBelief in OurPeopleis core to theESOPprogramOctober isESOPAwarenessMonthNo actionneededto enrollShares areearned,notpurchased1st paymentfor Retireesis year afterRetirementYou must beemployed on12/31 to getcontributionsESOP is100%funded byIAESOP fundscan be rolledover into401k or IRAplanSharesavailable are"allocated" toparticipantsAt term, non-vestedshares goback to theplanName aBeneficiaryin theMENKEportalAfter 4 yrsyou are60%vestedYou arepaid outover a 5-year periodVestingis the %you ownYou can take25% afterage 55 and10 yrs inplanESOPEmployeeStockOwnershipPlanIA'sESOPbegan in2012InnovationFuelsESOPvalue!ClientSatisfactionGrowsESOPvalue!IA’ssuccessis yoursuccess!Increase IARevenue toIncreaseShare PriceYear ofService =1000 hrs &active on12/31Prior Year’sBalanceis on yourstatementTheESOP isFree toyouMENKEis our planadminShare priceis driven byPerformance& PotentialIndependentAppraisersets theShare PriceEligibleafter 1,000hoursin a yearLoyaltyBuildsESOPvalue!ProfitabilityBoostsESOPvalue!You areautoenrolled inthe planBalance >$5,000vested, 5installmentsYou fullyvest after6 yrs inthe planMenkeportalupdates 1time a yearShare pricegrows, sodoes youraccountYou can'tborrowfromESOPYOU!Contributeto buildingwealthCertificatesare on theMenkeportalAllocationsbased onannual pay(W2 pay)The newshareprice is$357.20

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