Welcome to CalCPA Health!
Founded in 1959 by the California Society of CPAs, CalCPA Health has been dedicated to providing high-quality, boutique-style health and benefit solutions tailored to the needs of CPAs and financial professionals. From medical and dental to vision, life, and long-term disability coverage, we offer comprehensive plans that prioritize stability, convenience, and peace of mind.
Our exclusive offerings are trusted by members because they’re developed and overseen by fellow CalCPA members—people who truly understand the unique needs of the profession.
Mission Statement:
CalCPA Health improves the well-being of California CPA and financial professional firms by providing high-quality, cost-effective medical, dental, vision, and related health and welfare plans designed and managed specifically to meet the needs of CalCPA members and their families.
Below are just some of the reasons CalCPA members choose CalCPA Health:
- 40+ different plan and network options to choose from: PPO, HSA, EPO, and HMO plans
- Offers the largest network of doctors, specialists, hospitals, dentists, and eye care providers available in California – Anthem Blue Cross, Delta Dental, and Vision Service Plan (VSP)
- Choices of preferred provider plan options: copay plans, high-deductible health plans including HSA-eligible plans (designed to be paired with a Health Savings Account through HealthEquity or the financial institution of your choice)
- HMO plans to firms with two or more plan participants
- Medical, Dental, Vision, Long-Term Disability, and Life plans are administered through a single source – one premium bill and one point of contact for enrollment, changes, and customer service
- LiveHealth Online provides members with 24/7 doctor visits without leaving their homes or office
- Dedicated account managers to help firm administrators manage employee benefits
CalCPA Health is regulated as a Multiple Employer Welfare Arrangement (MEWA) by the U.S. department of labor and the California Department of Insurance. As a MEWA, there are certain regulatory and financial advantages over the for-profit insurance providers, resulting in good value to members.
CalCPA member firms may purchase health plans directly from CalCPA Health, or if you use a broker, your broker can manage your plan(s) with us.
Have questions?
Whether you need help with enrollment, benefits, claims, or have general questions about our plans, CalCPA Health provides a full-service call center, Banyan Administrators, to serve as your healthcare concierge. You can contact them by calling (877) 480-7923, Monday – Friday, 8am to 5pm (Pacific Time), send an email to CalCPAHealth@CalCPAHealth.com, or fill out the “Have Questions” form to the right.