File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Fill in the short plan year beginning and ending dates in the space provided and check the appropriate box in Part I, line B, of the Form 5500.In other words, URS Defined Benefit Plans are not an ERISA plan. Learn about the ERISA Audit and benefit plan audit services offered to Salt Lake and Utah 401k plan sponsors - Utah ERISA Audit. Quality and accurate audits for employee benefit plans in SLC. Trusted ERISA auditor for retirement programs. How to fill out the Utah Retirement Service Purchase Instructions? In other words, the URS Defined Contributions Savings Plans are not an ERISA plan. An "ERISA plan" or employee benefit plan can be either a pension plan or a welfare plan, or both. Filling out this form requires attention to detail and compliance with specific instructions.