2025 Open Enrollment - CalCPA Health - Trusted Health Plans for CPAs

Why CalCPA Health

CalCPA Health was created by CalCPA in 1959 to give members exclusive access to various types of employee benefit plans. These benefits are available to CalCPA member firms, sole practitioners, and financial service firms.

CalCPA Health is much more than an insurance company

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

2025 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 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 increasing benefit levels, please get in touch with Banyan Administrators at (877) 480-7923 or by email. You can also fill out the question form to the right.

Solo Practitioners

Solo practitioners do not have any W-2 employees. Please fill out the form above to receive a quote.

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

Start Your Quote

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 & Flyers

2025 Benefit Changes
- Benefit Changes
Subscription Agreement
Enrollment/Change Form
- Enrollment and Change Form

Value Added Flyers
Additional forms are available on the forms page.

Why CalCPA Health

Renewing Firms

Newly Enrolling Firms

Solo Practitioners

Start Your Quote

Have Questions?

Helpful Forms & Flyers

Resources

Plans & Services

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