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CalCPA Health - Trusted Health Plans for CPAs
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  • Renewing Firms
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  • Have Questions?

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
    • Subscription Agreement for Solo
    • Subscription Agreement for Direct Groups
    • Subscription Agreement for Brokered Groups
  • Enrollment/Change Form
    • Enrollment and Change Form
  • Value Added Flyers
    • Autism Flyer
    • BlueCard Global Program Flyer
    • Building Healthy Families
    • ConditionCare Core
    • Find Care and Cost
    • Flu Shot
    • How To Find a Doctor
    • Mobile App Sydney Flyer
    • My Health Advantage (Video)
    • NurseLine
    • Special Offers
    • Wellness Tools

    Additional forms are available on the forms page.

Resources

  • Join CalCPA
  • CalCPA Health Plan Brochure
  • Annual Notices & Disclosures
  • Glossary
  • Plan Documents
  • Summary of Benefits
  • Transparency in Coverage Act
  • Language Assistance
  • Secure Portal

Plans & Services

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

News

  • HealthyCPA – February 2025 :: Heart Boosters
  • HealthyCPA – January 2025 :: Health Fads You Don’t Need
  • HealthyCPA – November 2024 :: When to Get a Second Opinion
  • HealthyCPA – October 2024 :: When to Get a Second Opinion
  • HealthyCPA – September 2024 :: Lower Your Risk of Metabolic Syndrome
  • BCBS Settlement Notice

Contact Us

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

Click below to contact our
Banyan Customer Service Team

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