Health Plans for CPAs and Financial Professionals Since 1959
Created by CalCPA in 1959 as The Group Insurance Trust of the California Society of CPAs, CalCPA Health has remained steadfast in its mission to provide quality “boutique style” health care solutions—from dental to vision, and from life to long-term disability—with unparalleled convenience and stability and helps ensure that members can navigate the challenges of health care with confidence and peace of mind. CalCPA Health provides exclusive health and welfare plans to members and there is a high level of trust knowing that these plans are operated by individuals who understand the uniqueness of the profession – CalCPA members.
Mission Statement:
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 benefits offered by CalCPA Health:
- 40+ different plan and network options to choose from: PPO, HSA, EPO, and HMOs
- Utilizes 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)
- Offers 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)
- Offers 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 across all coverages
- LiveHealth Online provides members with 24/7 doctor visits without leaving their homes or office
- LiveHealth Online Psychology – online visits with a licensed therapist or psychologist
- Dedicated account managers to help firm administrators manage employee benefits
- A.M. Best rated
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 Health is well capitalized and is the only MEWA in the country that has applied for and received an A.M Best insurance carrier rating.
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 CalCPA Health.
CalCPA Health provides a full-service call center, Banyan Administrators, to help you with questions regarding enrollment, benefits and/or claims. Banyan Administrators are managers of the CalCPA Health plan programs and are here to serve as your healthcare concierge. You can find their contact information to the right under “Have Questions?”.
To obtain a quote, fill out the form on the top right. If you have questions, you may fill out the question form on the bottom right.