(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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You are auto enrolled in the plan
1st payment for Retirees is year after Retirement
Shares are earned, not purchased
The
ESOP is Free to you
Share price grows, so does your account
IA’s success
is your success!
Vesting is the % you own
YOU!
Contribute to building wealth
ESOP is 100% funded by IA
After 4 yrs you are 60% vested
ESOP funds can be rolled over into 401k or IRA plan
Loyalty
Builds ESOP value!
Prior Year’s Balance
is on your statement
ESOP is held in a Trust
Avg 15.2% Annual Growth
since Inception
You can't borrow from ESOP
IA's
ESOP began in 2012
You are 20% vested after 2 yrs in the plan
You are paid out over a 5-year period
You can take 25% after age 55 and 10 yrs in plan
October is
ESOP Awareness Month
Belief in Our People
is core to the ESOP program
The new share price is
$357.20
Profitability
Boosts ESOP value!
Certificates are on the Menke portal
MENKE
is our plan admin
ESOP
Employee Stock Ownership Plan
Eligible after 1,000 hours
in a year
Independent Appraiser
sets the Share Price
At term, non-vested shares go back to the plan
Balance > $5,000 vested, 5 installments
No action needed to enroll
Innovation
Fuels ESOP value!
Allocations based on annual pay (W2 pay)
Client Satisfaction
Grows ESOP
value!
Name a Beneficiary
in the MENKE portal
The ESOP is a Retirement Plan
Shares available are "allocated" to participants
Year of Service = 1000 hrs & active on 12/31
You must be employed on 12/31 to get contributions
