Solo Practitioners (No W2 Employees)

If you are a solo practitioner (a CPA in public practice without any W2 employees) with a CalCPA membership, you have access to exclusive medical plans with CalCPA Health.

Solo practitioners are eligible (see eligibility requirements below) to enroll in the CalCPA Health medical plans as well as Vision and Dental plans. You may also apply for Individual Term Life and Individual Disability policies. Besides these health benefit plans, CalCPA Health offers much more:

  • Largest provider networks available in California – Anthem Blue Cross, Delta Dental, and Vision Service Plan (VSP)
  • All plans are available on Anthem’s full Prudent Buyer PPO network as well as the Select network
  • Unparalleled customer service
  • LiveHealth Online – 24/7 online doctor visits
  • LiveHealth Online Psychology – online visits with a licensed therapist or psychologist
  • ConsumerMedical – helping make healthcare decisions easier
  • Fully integrated HSA plans
  • Plans administered through a single source – one bill for all plans
  • Health and benefit plans designed by CPAs, for CPAs since 1959

Eligibility

CalCPA Health is available to solo practitioners of an accounting firm and or a firm offering general financial services. In order to be eligible and retain such eligibility, more than 50% of all the Employer’s owners (i.e., principals, proprietors, partners, shareholders or other owners) must be CPAs or Associate members of CalCPA in good standing. If you are a CPA and not a member of CalCPA, click here to see how you can join. All employers deemed to be part of an affiliated group under Internal Revenue Code Sections 414 (b), (c), or (m) are considered to be a single employer.

Enrollment

If you would like an online quote, you may do so by clicking here (please note, you will be leaving the CalCPAHealth.com site).

If you prefer online submission, below is a link to the enrollment forms that you can fill out and email to CalCPAHealth@CalCPAHealth.com to begin the quoting process.

2019-Solo Pack Fillable Enrollment forms

For other questions,  you may contact Banyan Administrators, Managers for the CalCPA Health Programs, at 877.480.7923 or email CalCPAHealth@CalCPAHealth.com.