CalCPA prioritizes members by providing benefits to help them in different aspects of their financial profession. One important benefit member firms have is exclusive access to employee healthcare and benefit plans offered through CalCPA Health.

CalCPA member firms, sole practitioners, and financial professionals – here are just a few things CalCPA Health has to offer:

• Over 50 benefit plans are available
  • Medical PPO, HSA, EPO & HMO; Dental; Vision; Long-Term Disability (LTD) and Life
  • All plans are administered through a single source – one bill for all plans
• Largest provider networks available in CA: Anthem Blue Cross, Delta Dental, and Vision Service Plan (VSP)
• Complimentary COBRA administration
• Fully integrated Health Savings Account (HSA) administration
  • Over 45% of CalCPA Health members are enrolled in HSA plans
• Dedicated account managers to help firm administrators manage employee benefits

CalCPA + CalCPA Health: We ensure that our members have the benefits they need for their professional and personal well-being.

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, it has certain regulatory and financial advantages over for-profit insurance providers, resulting in good value to members.

CalCPA member firms may purchase health plans directly from CalCPA Health, or if they use a broker, their broker can manage their plan(s) with CalCPA Health.

CalCPA Health provides a full-service call center, Banyan Administrators, to help you with questions regarding enrollment, benefits, or claims. Banyan Administrators are managers of the CalCPA Health plan programs and are here to serve as your healthcare concierge.

CalCPA Health’s 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.

Health plans by CPAs, for CPAs, since 1959 

Eligibility requirements (in part): CalCPA Health is available to CalCPA member accounting firms (or solo practitioners – CPA practicing independently with no W-2 employees) in public practice or offering general financial services. To obtain or retain eligibility, at least 50% of all the Employer’s owners (i.e., principals, proprietors, partners, shareholders, or other owners) must be active members of CalCPA and remain in good standing. CalCPA Health does not offer Medicare or retiree plans.