Open Enrollment Information

Health plans by CPAs, for CPAs since 1959

CalCPA Health offers exclusive health and benefit plans to CalCPA member firms, sole practitioners, and financial service professionals.

Some reasons why member firms choose CalCPA Health:

Exclusive CalCPA member benefits
40+ medical plans to choose from
Largest provider networks available in California – Anthem Blue Cross, Delta Dental, and Vision Service Plan (VSP)
- PPO, HSA, EPO, and HMO plans
Single point of contact for all coverages: Medical, Dental, Vision, LTD, and Life
An industry leader in Health Savings Accounts (HSAs)
- Unique, fully integrated HSA administration for employers and employees for ease of use
Dedicated account managers to help firm administrators manage employee benefits
24/7 online doctor visits
A.M. Best rated

Renewing Firms

The annual open enrollment period is the time for firms currently participating in the CalCPA Health plans to make administrative changes, such as:

Add or remove plan options, including dental, vision, life, and disability
Change your new hire waiting period
Change your minimum hour requirement
Enroll employees or dependents that previously waived coverage
Terminate active employees or dependents who now wish to waive coverage

2023 Benefit Changes

Here are some links to important forms you may need (additional forms listed below):

Enrollment and Change Form
HSA Health Equity Enrollment Form

Newly Enrolling Firms

Groups with eligible employees can enroll online by filling out the questions over on the top right of this page – after which you will be sent to our online quoting portal. The enrollment area offers group medical, dental, and vision plans – all available in one convenient enrollment process. Here, newly enrolling firms can obtain quotes on the plans and choose the ones that best fit the needs of their firm.

If you have any questions or would like assistance in exploring alternative plan offerings or increase benefit levels, please contact Banyan Administrators, at (877) 480-7923 or email. Or, if you would like, fill out the question form to the lower right.

Solo Practitioners

If you are a solo practitioner, please visit our SOLO page to learn what CalCPA Health has to offer you.

Note: Brokers, please contact Banyan Administrators at (877) 480-7923 or email for more information.

Start Your Quote

Have Questions?

Contact us at (877) 480-7923,
Monday – Friday, 8am to 5pm (PST)
or email to CalCPAHealth@CalCPAHealth.com,
or fill out the form below.

Helpful Forms

2023 Benefit Changes
- Benefit Changes
Subscription Agreement
Enrollment/Change Form
- Enrollment and Change Form

Employee Open Enrollment Flyers
Additional forms are available on the forms page.

Open Enrollment Information

Health plans by CPAs, for CPAs since 1959

Renewing Firms

Newly Enrolling Firms

Solo Practitioners

Start Your Quote

Have Questions?

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