Health Plans for CPAs and Financial Professionals Since 1959
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:
Below are just some of the benefits offered by CalCPA Health:
- 40+ different plan and network options: Choose from a wide selection of PPOs, HSAs, EPOs, and HMOs
- 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
- Streamlined administration: Medical, Dental, Vision, Long-Term Disability, and Life plans are consolidated into one premium bill, with a single point of contact for service and changes
- 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.
Whether you work directly with CalCPA Health or through a broker, managing your benefits is simple and seamless. Our dedicated full-service support team at Banyan Administrators is here to assist with everything from enrollment to claims. Banyan Administrators are managers of the CalCPA Health plan programs – think of them as your personal healthcare concierge—ready to guide you every step of the way.
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.