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CalCPA Health - Trusted Health Plans for CPAs
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So, have you enrolled yet?
Open Enrollment Ends Soon!
If not, come out of your
shell and see what we
have to offer.
  • Renewing Firms
  • Newly Enrolling Firm
  • Solo Practitioners
  • Forms
  • Get a Quote
  • Have Questions?

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
  • 36+ medical plans to choose from
  • Largest provider networks in California – Anthem Blue Cross, Delta Dental and Vision Service Plan (VSP)
  • One point of contact – single premium bill across all coverages: Medical, Dental, Vision, LTD and Life
  • Industry leader in Health Savings Accounts (HSAs)
  • 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

Here are some links to important forms you may need:

Enrollment and Change Form
HSA Health Equity Enrollment Form
HSA_Health Equity Employer Administration

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) 380-5414 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) 380-5414 or email for more information.

Start Your Quote

After clicking “Get a Quote” you will leave the CalCPA Health site and enter Banyan Administrator’s quoting portal. (Note, Banyan Administrators are managers of the CalCPA Health programs).

Have Questions?

Contact us at (866) 567-1351,
Monday – Friday, 8am to 5pm (PST)
or email to CalCPAHealth@CalCPAHealth.com,
or fill out the form below.

Helpful Forms

  • Subscription Agreement
    • Subscription Agreement for Solo
    • Subscription Agreement for Direct Groups
    • Subscription Agreement for Brokered Groups
  • Enrollment/Change Form
    • Enrollment and Change Form
  • Employee Open Enrollment Flyers
    • Welcome to CalCPA Health
    • BlueCard PPO Blue Cross Global Program
    • Anthem Mobile App Syndey
    • HSA How It Works
    • Value Added Anthem Special Offers
    • Anthem How to Find a Doctor
    • Value Added Credit Monitoring
    • Value Added LiveHealth Online
    • Express Scripts – How to Register
    • Express Scripts – How to Locate a Pharmacy
    • IngenioRx Mobile Flyer
    • IngenioRx Starting Home Delivery

    Additional forms available on the forms page

Resources

  • CalCPA Health Plan Brochure
  • Glossary
  • Plan Documents
  • Summary of Benefits
  • Language Assistance
  • Secure Portal

Plans & Services

  • Medical Plans
  • Dental Plan
  • Vision Plans
  • Life Plans
  • LTD Plans
  • Medicare

News

  • Don’t Forget the Sunblock
  • What is Mental Health Month
  • Early Warning Signs of Mental Illness
  • Mental Health Awareness Month
  • Mental Health and Young Children
  • BCBS Settlement Notice

Contact Us

Monday – Friday, 8am to 5pm (PST)
(877) 480-7923
CalCPAHealth@CalCPAHealth.com

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